HomeMy WebLinkAbout02-0177Estate of ,~/l,'e. Ry .fJO /,q ;.~,e... --~'c/¢od~
also known as
., Deceased.
Social Security No. /~ 5- ~,-/ , ~ ,, 9 ?
The petition of the undersigned respectfully represents that:
Your pelitioner(s), who is/are 18 years of age or older an the execut
in the last ~'ilt of the above decedent, dated rY~A ~ ~, o, / ~> ? /
and codicil(s) dated
PETITION FOR PROBATE and GRANT OF LETTERS
No. ~/- O2- Ir]e]
To: ~
Register of Wills for the
County of ~c~beA/#,'Od
Commonwealth of Pennsylvania
in the
named
,197/
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in ~co~
last family or principal residence at ,//o
(list street, number and muncipality)
County, Pennsylvania, with
Decendent, then d; .5 years of age, died ~'fl ~'', d.~ (:; , ~ct; / ,q9 ~ ,
Excepl as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters ~.a7"-,4
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
//o ~,4~/,o e_,d
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 3
COUNTY OF ff_o~be,z c./~x~do f 8s
The petitioner(s) abow:-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this _1 4th day of
k.._ FEBRUAARy ~ 0 0 2 ,
~RY/C L~IS / ' ~egis~
Estate Of LARRY BLAINE SCHORR
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW FEBRUARY 14 r 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 MAY 30, 1991
described therein be admitted to probate and filed of record as the last will of
LARRY BLAINE SCHORR ;
and LettersTESTAMENTARY
BARBARA BOWMAN SCHORR
are hereby granted to
mailed
FEES
Probate, Letters, Etc .......... $ 25.00
Short Certificates( ~ .......... $. 9.00
x~ma~, extra..p~g~s $ 1 R _ a
JCP $. 5.00
57.00
TOTAL__S,
Filed .~~.J.~,..~.9~ ..........
to executor on 2-~02
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
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 .P~egistrar. The originhl ~ertificate will be forwarded to the State Vital ~ecords Office for permanent ~ling.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
~ee for this certificate, $2.00
P 712109S
No.
- -L~)~al Re~-s;ra~
~-~ 3 c)., o~-oo /
arc
H105.~¢3 Rev 2/87
PERMANENT
COMMONWEALTH OF PENNSYLVANIA o DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
21-02-177
OF
LARRY BLAINE SCHORR
BE IT REMEMBERED, that I, LARRY BLAINE SCHORR of 110 Hampden
Avenue, Camp Hill, 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 writinG in the nature
thereof by me, at anytime heretofore made.
ITEM 1: I direct that all my just debts and funeral ex-
penses be paid as soon after my demise as may be convenient.
ITEM 2: I Give and bequeath unto my Grandson, MICHAEL
POET, any and all bonds and accounts includinG, but not limited
to, my account number 411518067 with Central Pennsylvania SavinGs
and Loan, which I may possess as of the date of my death, whether
the same is held jointly by myself and my said Grandson, or in my
said Grandson's sole name. It is my specific intention that all
such funds shall pass to my said Grandson under, subject to and
as a part of the Trust set forth in Item 8 herein.
ITEM 3: I Give and bequeath unto my GranddauGhter, JESSICA
POET, any and all bonds and accounts which I may possess as of
the date of my death, whether the same is held jointly by myself
and my said GranddauGhter, or in my said GranddauGhter's sole
name. It is my specific intention that all such funds shall pass
to my said GranddauGhter under, subject to and as a part of the
Trust set forth in Item 8 herein.
ITEM 4: All the rest, residue and remainder of mv E~ta~
property over which I have a power of appointment, and proceeds
from any insurance policies payable to my estate or to said
beneficiary, I give, devise and bequeath unto my wife, BARBARA
BOWMAN SCHORR, absolutely, provided she survives me for a period
of thirty (30) days.
ITEM 5: In the event my wife fails to survive me by a
period of thirty (30) days, I then give, devise and bequeath my
aforesaid residuary estate unto my daughters, KATHY L. HUGHES,
and KAREN L. POET, in equal shares, provided that they survive me
by a period of thirty (30) days.
ITEM 6: In the event my daughter KATHY L. HUGHES, fails to
survive me by a period of thirty (30) days, I then give, devise
my entire residuary estate unto my daughter, KAREN L. POET.
ITEM 7: In the event my daughter KAREN L. POET fails to
survive my by a period of thirty (30) days, I then give, devise
bequeath her aforesaid fifty (50%) percent share of my residuary
estate (or 100% of residuary estate in the event my daughter,
KATHY L. HUGHES has also failed to survive me by a period of 30
days) unto my grandchildren, MICHAEL POET and JESSICA POET, in
equal shares, per stirpes, subject nonetheless to the terms and
conditions of the Trust set forth in Item 8 herein.
ITEM 8: In the event MICHAEL POET of JESSICA POET is under
the age of twenty-one (21) as of the date of my death, his or her
share of my estate shall be held by my hereafter named Trustee,
IN SEPARATE TRUST, subject and under the following terms and
conditions:
a. Trustee may accumulate the income from that share or so
much thereof from time to time as it considers
advisable; and trustee may expend and apply so much of
net income including accumulated income and so much of
the principal of that share as Trustee may consider
necessary for the support, maintenance, medical and
be
Ce
dental expenses and education of such beneficiary, in-
cluding college education, both graduate and under-
graduate, in accordance with said beneficiaries
talents, abilities and needs; and Trustee may pay all
expenses which it deems necessary and desirable in con-
nection therewith, including, by way of illustration,
tuition, room and board, books and supplies, clothing,
travel expenses and reasonable sums for personal ex-
penses. The amount to be paid for the benefit of said
beneficiary shall be determined from time to time based
on said beneficiary's needs with the further direction
that said funds shall be liberally disbursed. The said
payments may be made directly to said beneficiary if
said beneficiary is, in the sole opinion of my Trustee,
of an age and ability to handle the funds so paid, or
may be made by my Trustee directly to the person having
custody and care of said beneficiary, or may be made by
my Trustee directly to any institution entitled to such
payment by reason of services rendered or to be
rendered to said beneficiary.
The Trustee for the purposes of carrying out my inten-
tions stated above and the purposes of the trust shall
be entitled to (a) purchase and/or retain any property,
real or personal, including common stocks, shares of
investment trusts, shares of stock of the corporate
Trustee and interests in common trust funds: (b) to
sell and convey any property real, personal or mixed
held in the trust at public or private sale for such
price as the Trustee determines to be reasonable; (c)
to exchange property for other property; (d) to borrow
money for the trust and to secure any borrowing by
pledge or mortgage; (e) to vote any stock in the trust
for any purposes whatsoever in such manner as the
Trustee deems for the best interests of my said
beneficiary and to give proxies with or without full
discretionary powers; (f) to deposit under voting trust
agreements any shares of stock held by them; and (g) to
compromise any claim for or against the trust. The
Trustee may from time to time amortize premiums paid on
the purchase of bonds, notes and other securities by
appropriate periodic charges against income, but shall
not be required so to do. All purchasers from the
Trustee shall be exempt from all responsibility with
respect to the application of the purchase money and no
transfer agency shall be obligated to inquire into the
propriety of any transfer made by the Trustee. The
Trustee shall be under no obligation to furnish bond,
or, if bond be by law required, surety on such bond.
Annual or periodic compensation of the trustee for his
services hereunder may be equitably apportioned between
principal and income.
Any and all payment or payments of any sum or sums,
whether in cash or in kind or whether for principal or
income, payable to said beneficiary, shall be made upon
the sole receipt of the respective individual to whom
the payment is made, and free from anticipation,
de
alienation, assignment, attachment, and pledge, and
free from control by the creditors of any such
beneficiary. All shares of principal and income herein
given shall be free from anticipation, assignment,
pledge, or obligation of any beneficiary, and shall not
be subject to any execution or attachment.
When such beneficiary reaches age twenty-one (21) the
then remaining principal and any accumulated or un-
distributed income of his or her share shall be dis-
tributed to such beneficiary, absolutely.
In the event such beneficiary dies before reaching age
twenty-one (21) the remaining principal and any accumu-
lated income of his or her share shall be distributed
at his or her death to his or her then-living issue, in
equal shares, per stirpes, or in the event there are no
such issue his or her share shall become part of my
residuary estate and distributed to the beneficiaries
thereof as provided for herein, subject nonetheless to
the terms and conditions of this trust, if applicable.
Should the principal of this Trust herein provided for
be or become too small in Trustee's discretion so as to
make establishment or continuance of the Trust inad-
visable, my Trustee or Executor my make immediate dis-
tribution of the then-remaining principal and any ac-
cumulated or undistributed income outright to the per-
son or persons and in the proportions they are then en-
titled to income. If any such persons is then a minor,
distribution may be made to the guardian under Item 10.
Upon such termination, the rights of all persons who
might otherwise have an interest as succeeding life
tenant or in remainder shall cease.
ITEM 9: I appoint KATHY L. HUGHES as Trustee of any trust
created by this my Last Will and Testament.
ITEM 10: I appoint KATHY L. HUGHES as Guardian over any
property which passes either under this will or otherwise to a
minor and with respect to which I am authorized to appoint a
Guardian and have not otherwise specifically done so, provided
that this appointment of a Guardian shall not supersede the right
of any fiduciary in its discretion to distribute a share where
possible to the minor or to another for the minor's benefit.
Such Guardian shall have the power to use principal as well as
income from time to time, for the minor's support and education.
ITEM 11: I appoint my wife, BARBARA BOWMAN SCHORR as Ex-
ecutrix of this my Last Will and Testament. Should my Executrix
predecease me, fail to qualify, cease to act or renounce probate,
I then appoint KATHY L. HUGHES as Alternate Executrix of this my
Last Will and Testament. Should my Alternate Executrix
predecease me, fail to qualify, cease to act or renounce probate,
I then appoint KAREN L. POET as second Alternate Executrix of
this my Last Will and Testament.
ITEM 12: I direct my Executrix to pay all inheritance, es-
tate, succession and legacy taxes of whatsoever nature and kind,
to which my Estate or the transfer of any property passing
hereunder or otherwise passing by reason of my demise, may be
subject 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 or federal law
now in force or hereafter enacted, shall be prorated among the
persons interested in my Estate to whom such property is or may
be transferred to whom any benefit accrues.
ITEM 13: In addition to the powers conferred by law, I
authorize my Executrix in her absolute discretion:
(a) To retain in the form received, and to sell either at
public or private sale any real or personal property.
(b) To manage real estate.
(c) To invest and reinvest in all forms of property without
being confined to legal investments, and without regard
to the principle of diversification.
(d) To exercise any option or rights arising from ownership
of investments.
(e)
(f)
To compromise claims without court approval, and
without the consent of any beneficiary.
To join with my spouse in the filing of any federal in-
come tax return for any year for which I have not filed
such return prior to my death, and to consent to the
treatment of any gifts made by him as being made one-
half by me for gift tax purposes notwithstanding the
fact that such action may result in additional
liabilities for my estate. Any income or gift taxes
due on such returns and any deficiencies, interest,
penalties, or refunds thereon, shall be allocated be-
tween my estate and my spouse or my spouse's estate, or
all to any of them, in such manner as my Executrix and
my said spouse may agree.
ITEM 14: I direct that my Executrix, guardian or their suc-
cessors shall not be required to give bond for the faithful per-
formance of their duties in any jurisdiction.
this
IN WITNESS WHEREOF, I have hereunto set my hand and seal
~9-day of ~ , 1991.
WITNESS
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA :
: SS.:
COUNTY OF Cu~'%~u~ :
We, Larry Blaine Schorr, Diane G. Radcliff and Deborah K.
O'Holleran, the Testator 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 Testator signed and executed the instrument as his last
Will and that he had signed willingly (or willingly directed
another to sign for him), and that he executed it as his free and
voluntary act for the purposes therein expressed, and that each
of the witnesses, in the presence and hearing of the Testator,
signed the Will as witness and that to the best of their
knowledge the he was at that time eighteen years of age or older,
of sound mind and under no constraint or undue influence.
!
Sworn to and subscribed to
before me this ~D-- day
My Commission Expires:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: ~'~%.~"~ I'[: .ffi-~t,;-.',-t~-~....x~C~~
Date of Death: ~/_ ~0 O - Er-),//
Will No. <-.-.-.-.-.-.-.-.-.~ (~,~ ~ cO d) / ? ~ Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on :
Name Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Signature
Address ///6~
Telephone ('?,~)
Capacity: J Personal Representative
__Counsel for personal representative
EV-1500 EX (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280801
HARRISBURG, PA 17128-0601
I OFFIC{AL USE ONLY
R E V- 1 5 0 0 -(,,_
INHERITANCE TAX RETURN
R E S I D E N T D E C E D E N T
I--
Z
LU
r~
uJ
LU
,,,
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
1. Original Return [] 2. Supplemental Return
[] 4. Limited Estate [] 48. Future Interest Compromise (date of death after 12-12-82)
[] 6. Decedent Died Testate (Attach copy of Will) [] 7. Decedent Maintained a Living Trust (^~ach copy of Trust)
]9. Litigation Proceeds Received E~] 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
SOCIAL SECURITY NUMBER
- - ?
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
~---~ 3. Remainder Return (date of death prior to 12-13-82)
]5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
--[11. Election to tax under Sec. 9113(A) (Attach Sch O)
I.-.
Z
I.l.I
Z
O
U.I
r~
r~
O
O
FIRM NAME (If,Applicable)
TELEPHONE NUMBER
2/2-
COMPLETE MAILING ADDRESS
//c~
I,LI
1. Real Estate (Schedule A) (1) ~:~
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Properly (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. Funerai Expenses & Administrative Costs (Schedule H) (9) 'o
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)
13.
14.
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
(8) ~
(11)
(12)
(13)
(14)
OFFICIAL USE ONLY
SEE INSTRUCTIONS ON REVERSE SlOE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
x .12
x .15
(15)
(16)
(17)
(18)
(19)
Decedent's Complete Address:
STREET ADDRESS
CITY
ISTATE
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
Total Credits ( A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
(5A)
(5B)
A. Enter the interest on the tax due.
rZIP
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
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 knowledge.
DATE
/- ._~- ~.~ ~
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
ADDRESS
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ' DATE
ADDRESS
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. §9116 (a)(1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death: /--~
Will No. oTZoo~ -o
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:
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: 3-i-O~
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 ~/
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__ 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.
~ignature
Name (Please type or print)
Address , /70//
Tel . No.
Capacity: ~ Personal Representative
__Counsel for personal
representative
(MAH:rmf/AM3)
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 12/06/2002
SCHORR BARB~RA BOWMAN
110 HAMPDEN AVE
CAMP HILL, PA 17011
RE: Estate of SCHORR LARRY BLAINE
File Number: 2002-00177
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 1/26/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
MARY C. LEWIS
REGISTER OF WILLS
cc: /~File
Counsel
Judge
BUREAU OF ZNDZVZDUAL TAXES
ZNHERZTANCE TAX DTVZSTOH
DEPT. 280601
HARRTSBURG, PA 17118-060!
COHHONNEALTH OF PENNSYLVANZA
DEPARTNENT OF REVENUE
NOTZCE OF ZNHERZTANCE TAX
APPRAZSENENT, ALLO#ANCE OR DZSALLONANCE
OF DEDUCTZONS AND ASSESSNENT OF TAX
RE¥-25'~7 EX AFP CD1-03)
DATE 03-03-2003
ESTATE OF SCHORR
DATE OF DEATH 01-16-Z001
FZLE NUHBER 11 02-0177
~,~ .'~ .... ~ COUNTY CUHBERLAND
BARBARA B SCHORR ....... ~ ACN 101
110 HAHPDEN AVE [ Amount Remitted
CAHP H/LL PA 17011
LARRY
HAKE CHECK PAYABLE AND RENZT PAYHENT TO:
REGI'STER OF NTLLS
CUMBERLAND CO COURT HOUSE
CARLTSLE, PA 1701:5
CUT ALONG THZS LZNE ~ RETAZN LONER PORTZON FOR YOUR RECORDS ~
REV'lB47 EX AFP (:01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLOgANCE OF DEDUCTZONS AND ASSESSNENT OF TAX
ESTATE OF SCHORR LARRY B FZLE NO. 21 02-0177 ACN 101 DATE 03-03-200:5
TAX RETURN NAS: (X) ACCEPTED AS FZLED ( ) CHANGED
RESERVATZON CONCERN/NG FUTURE ZNTEREST - SEE REVERSE
APPRA/SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
$. Closmly Held Stock/Partnership Zntmrmst {Schedule C} ($)
4. Nortgages/Notes Rmce/vable (Schedule D) {4}
S. Cash/Bank Dmposits/Nisc. Personal Property (Schedule E) (5)
6. Jointly Ovnad Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTXONS AND EXEHPTXONS:
9. Funeral Expansas/Adm. Costs/Nisc. Expanses (Schedule H) (9)
10. Dmbts/Hortgagm Liabilitias/LAmns (Schedule 1) (10)
11. Total Deductions
12. Nmt Vmlum of Tax Return
O0
O0
O0
O0
.00
.00 NOTE: To insure proper
O0 credit to your account,
O0 submit the upper portion
of this form with your
tax payment.
.O0
15.
14.
NOTE:
.00
(11) . flO
.00
(12)
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15)
Not Valuo of Estato Subject to Tax (14)
:;f an assessment Nas issued previously, lines 14, 15 and/or 16, 17, 18 and 19
reflect figures that include the total of ALL returns assessed to date.
ASSESSHENT OF TAX:
15. Amount of Line 14 at Spousal rata (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18).
19. Princi)al Tax Due
TAX CREDZTS:
.00
.00
will
PAYHENT
DATE
R~C~XPT
NUHBER
IF PAID AFTER DATE /ND/CATED~ SEE REVERSE
FOR CALCULAT/ON OF ADDZT/ONAL ZNTEREST.
DZ$COUNT (+)
INTEREST/PEN PATD (-)
· O0 X O0 = . O0
· 00 x 0~5= .00
· 00 x 12 = . O0
· O0 x 15 = .00
(19)= . O0
AHOUNT PATD
TOTAL TAX CREDXT I .00
BALANCE OF TAX DUEl .00
XNTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE TS LESS THAN $1, NO PAYHENT TS REQUXRED.
XF TOTAL DUE XS REFLECTED AS A 'CREDXT' (CR), YOU NAY BE DUE
A REFUND· SEE REVERSE SIDE OF THIS FORN FOR 1NSTRUCTTONS.)
RESERVATION:
PURPOSE OF
NOTICE:
PAYNENT:
REFUND (CR):
OBJECTIONS:
ADHZN-
/STRATZVE
CORRECTIONS:
D/SCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 1Z, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collataral) beneficiaries of the decedent after the expiration of any estate for
Zifa or for years, the Coaaonaealth 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 Il40 of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (TZ P.S.
Section
Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF NZLLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications are available at the Office
of the Register of Hills, any of the Z3 Revenue District Offices, er by calling the special Z4-hour
answering service for farms ordering: 1-800-36Z-Z050; services for taxpayers with special hearing and / or
speaking needs: 1-BOO-447-30ZO (TT
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. Z81021, Harrisburg, PA 171ZB-lOZ1, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of [ndividual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. See page 5 of the boakZet "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 decadent's death, a five percent (SI) discount of
the tax paid is allowed.
The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the 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.
Xnterest is charged beginning with first day of delinquency, ar nine (9) months and Dna (l) 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 (BI) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January l, 198Z will bear interest at a rate which 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 ZOO3 are:
Interest Daily Interest Daily Interest Dally
Yea.._.r Rate Factor Year Rate Factor Year Rate Factor
1981 ZOZ .000548 1987 91 .OOOZ4? 1999 71 .OOO191
1983 161 .000438 1988-1991 XXZ .000301 ZOOO 81 .000219
1984 111 .000301 1991 91 .000247 Z001 91 .000247
1985 131 .000356 1993-1994 71 .000192 ZOOZ 61 .000164
1986 IOZ .000Z74 1995-1998 91 .000Z47 2003 SZ .000137
--Interest is calculated as follows:
XNTEREST= BALANCE OF TAX UNPAXD X NUIfBER OF DAYS DEL'rNQUENT X DATLy XNTEREST FACTOR
--Any Notice issued after the tax becomes daXinquent will refXact an interest caXculation to fifteen (lS) days
beyond the date of the assess=ant. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: L A If t I
Date of Death: J- ~ ~ - 0/
6 LA-/d e.- Sc-h{'}~/2
Estate No.: t9 c.?c> .:.;1 - 0 c.? /7 7
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 0 No ff
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No E1
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 0 No r.~:r
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date: .J -/~' 05
~CLJ~ 4'. AJ~
Signature .,
(~:',':':::
()/tR fJll R. A /3, J ~ ho 11- /C
Name
1/ ft1 .II/'h/)?/ d e /1/ ,4 V~D r ,pm;<7 fh' / /1 I.;,
Address I /701/
7/7- 7(.,1- O~S-?'
Telephone No.
Capacity: ~~sonal Representative
o Counsel for personal representative
J
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/01/2005
SCHORR BARBARA BOWMAN
110 HAMPDEN AVE
CAMP HILL, PA 17011
RE: Estate of SCHORR LARRY BLAINE
File Number: 2002-00177
Dear Sir/Madam:
It has corne to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 1/26/2005
Your prompt attention to this matter will be appreciated.
Thank You.
~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
~
Cumberland County - Register Of Wills
One Cpurthouse Square
Carlisle, FA 17013
Phone: (717) 240-6345
Date: 12/16/2005
SCHORR BARBARA BOWMAN
110 HAMPDEN AVE
CAMP HILL, PA 17011
RE: Estate of SCHORR LARRY BLAINE
File Number: 2002-00177
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS I COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent1s death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
1/26/2006
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
)t:3~ t~6~()Jc--$:;;Lk. i
. . .~'
GLENDA FARNER STRASBAUGM
REGISTER OF WILLS
cc: File
Counsel
Judge
\Cl~
~
!'.;-.rl~"'X."')..
I~! ~ ,...\
~~ ~J
~
-::r-:') "",":",..-!:_."_:-:,-,r ~,-,'C'''':::^T~il1J_ _.e~_____"ii___....ti___...3 tf"_......,.....,..u-_
~.~Je~.J1~ltl~Jt tv!. 'ij~ lLll...!!.a: tU>1! ~IULJ1.J1i1IU)~Ji.'A~.I1.U vUl!J..1i..1.l1.LLy
STATUS REPORT Ul'\luER RlJLE 6.12
Name of Decedent: A 1tf ;2 r.I 15, Sc h o;? 12
" /
Date of Death: /~. iZ b ~ C /
Estate No.:
<) ,
.~ t
c' ex: - t:~ C I ? ?
.
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 ~ No 0
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 fmal account with 'the Court?
Yes 0 No 00
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal re-presentative state an account informally to the pa..rJ:ies in
interest? Yes JRl No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
~:"
f3~~4A/ d S d4~
, .
Signature
n It~ jJ /l';<7'1 {), <.;;; c- It D/f,j2-
Name
Date: l~f' 0'
'::'~,-~-\
I
//0 II ;hJ?1/ d e_;t/_/t/e,
v
Address
C.iJd1;: # /0 /4', /,7 CJ //
"".--'
,
'.""'...!
Telephone No.7!7 ..') b /.- t' ~I' 66'
0_~_ _ ._..:~..
v<:ltJ"-vllY,
rI ";)~.-""''-_-r'" 1 D '::'-~os.o.-+?t~"\"Ta>
L..ll. \".11. :::>VJ...I.a..J. .L\.........}I.......... '-'.l..l..........J. ~ '-'
o CO~lIlse.l fJr personal represer.!.tative
\t1/