HomeMy WebLinkAbout02-0599PETITION FOR PROBATE and GRANT OF LETTERS
Estate of ~~ ~ ~ti. Z~ '~ `~~ ~ `~ w.~,
also known s
Deceased.
Social Security No. ~,m~ ' - •3~ - ~ ~~~ ~
No. 2 ~ - 0 2 - Sg4
To:
Register of ills for the
County of ~ztt ~2az'-w-'~"~~ in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), wh is~re 18 years of ag~ or older an the execut~~~ _ l~na_med
in the last will of the above decedent, dated ~ t: ~% Z.1, `~
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in ~ ' y ~ -- ~ ~7 ~ ~_-- County, Pennsylvania, with
h t'e~~ last family or principal residence at ~•~-~_._%~.~~-r~-'~=' ~/ I `~`~;" ,
_ _. 1, ._ . ~~ /.L i rLs ~"t - ,
(list street, number and muncipality)
Decendent, then Years of age, died ~ ~ ~~ '~~ ~ ~ ~'~`' r~®~ "~"" .
at ~- ~ "2.. %~ f ~ j C~ ~1 '~ ~ ~ cd C' ~ ~~ ~ Pt" G~1 .:~Y~ d ,~ ~- ~j ., ^rA ~"~ ~ -~ ~~ _a .
Except as follows, decedent did not marry, was not divorced and did not ha~c~ild 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) ~e probate of the last will and codicil(s)
presented herewith and the grant of letters ~'~ ~ ~~=~~~'N ~`/~z'
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OF ~v~~1N~n%~'~
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this 27th day of
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MARY ~~ LEWIS Register -~ ~-
Estate of LYDIA Z HIRNEISEN ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
~,vD NOW _~- JUNE 28, 2002 _ ~~_ _, in consideration cif tl~e petztion can
the reverse side h~,:reof, satisfactor,r proof having been presented before me,
tT i DECREED that the instrument(s) dated_ 7-29-1997 _
described ?ierein be wdmitted to probat4 and filed of record as the last will of __d _~_
LYDIA Z HIRNEISEN
---- _ _ ~ ,
and 1_etter.s ____ TF.~TAMFT~I'T'~~ ______
are hereb granted to GLORIA KATHLEEN ESH _ _ _ _
FEES
Probate, Letters, Etc. ......... ~ 305.00
Short Certificates'C 15.00
1~..~) .......... ~
Renunciation ,3 .............. $ 15.00
xtra page 3.00
llcp ~-
TOTAI: $~~
Filed ......6-28-20D.2 ..................
called exec 6-28-02
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Y `i EWj~egister of Wllls i
ATTORNEY (Sup. Ct. LD. Ne.)
Ear .;~
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ADDRESS
PHONE
ARNING: IT IS ILLEGAL TO ALTER THIS COPY OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
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LAST WILL AND TESTAMENT
OF
LYDIA Z . HIRNEISEN .~) -~';,~ - jqc)
BE IT REMEMBERED that I, LYDIA Z. HIRNEISEN of 10 Sharp
Avenue, Denver, East Cocalico Township, 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 former Wills and Testaments or
writings in the nature thereof, by me at any time heretofore made
:in the manner following, to wit:
ITEM I - I order and direct my Co-Executors hereinafter named,
to pay all my just debts and funeral expenses as soon as
conveniently possibly after my decease.
ITEM II - I give, devise and bequeath my entire estate, real,
personal and/or mixed, of whatsoever kind and nature and
wheresoever situate of which I may die seized and possessed, or to
which I may be entitled at the time of my decease to my husband,
CLAYTON H. HIRNEISEN.
ITEM III - In the event that my husband, CLAYTON H . HIRNEISEN,
should predecease me then, in that event, I give devise and
bequeath my entire estate, real, personal and/or mixed, of
whatsoever kind and nature and wheresoever situate of which I may
die seized and possessed, or to which I may be entitled at the time
of my decease in four (4) equal shares, or to their issue, per
stirpes, as follows:
A. One share to my son, CARL M. HIRNEISEN of 16 Laurel
Drive, Willow Street, Pennsylvania i75u4;
B. One share to my daughter, ERLENE MAE HOLLINGER of
109 Hill Crest Lane, Elizabethtown, PA 17022;
C. One share to my daughter, THELMA KAY SWEIGART of 295
Paradise Road, Denver, PA 17517; and
D. One share to my daughter, GLORIA KATHLEEN ESH of
1600 Barbara Lane, Mechanicsburg, PA 17055.
ITEM IV - Any fiduciaries named herein shall have the
following powers to be exercised in their discretion without the
~ ~ ~
- 1 - '
a. To hold and retain any tangible personal property.
b. To sell personal property or real property at public
or private sale upon such terms and conditions including terms of
credit as they may deem proper under the circumstances.
c . To make distribution in cash or in kind or partly in
each.
d. To serve without being required to post a bond or
other security in this or any other jurisdiction for the faithful
performance of the fiduciary duties.
e. To hold all interests so that they shall not be
subject to voluntary or involuntary anticipation, encumbrance,
alienation or assignment, in whole or in part, and so that the same
shall not be subject to any judicial process, levy, attachment or
execution for or on behalf of any beneficiary's creditors or
claimants.
ITEM V - Lastly, I nominate, constitute and appoint my
children, CARL M. HIRNEISEN, ERLENE MAE HOLLINGER, THELMA KAY
SWEIGART and GLORIA KATHLEEN ESH, Co-Executors of this, my Last
Will and Testament. In the event that either Co-Executor is unable
or unwilling to serve, fails to qualify or ceases to act, then the
remaining Co-Executor shall serve alone.
IN WITNESS WHEREOF, I, the within named Testatrix, LYDIA Z.
HIRNEISEN, have to this, my Last Will and Testament, written on two
(2) typewritten pages, subscribed my name to the first page and to
this, the last page, subscribed my name and affixed my seal this
29th day of July, A.D., One Thousand Nine Hundred Ninety-Seven
~i9o~ ~ /
1 ` ~ • /
IA Z.. RN ISEN
SIGNED, SEALED, PUBLISHED and DECLARED, by the within named
Testatrix, LYDIA Z. HIRNEISEN, as and for her Last Will and
Testamen in the presence of us, who at her request and in her
pre nc ~ and~in the presence of each other have hereunto subscribed
o n s witn~ses thereto.
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RENUNCIATION
~~ l -- C%.,.t - ~'~~ c~
In Re Estate of
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'To the Register of Wills of '2'26 County, Pennsylvania.
..;...t r~ '~ -
The undersigned ~' -~
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
be issued to ~ ~ n f ~ CL~ 1 ~ f = ~~ ~1
WITNESS
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Notarial Seal
Norma Enck, Notary Public
bVest Cocalico Twp., Lancaster Cotutty
! PAy Commission Expires May 2, 2004
Mem;~r, ?enrsv~~~?^~?. a.~sociation of Notaries
hand this day of
deceased.
19
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_ (Signature)
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(Address)
(Signature)
(Address)
(Signature)
(Address)
RENUNCIATION
I ° C~ ~ -- ~'cj~)
In Re Estate of =5K ~ ~ ~ ~'~7'L1~:~~
To the Register of Wills of
The undersigned
deceased.
County, Pennsylvania.
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
~J ~ v rl
be issued to ~ " `^' 1"L~ ~~
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WITNESS ~ hand this ~ day of ~ ' ~ ->-- , Isy ~ t =-
~~
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(Signature) l
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(Address) ~-'
(Signature)
(Address)
(Signature)
(Address)
County/r~i3~ c' ~ ~~ z fti'ztTi~.~ . -- ~
r~~,~;~mow~+eaitt~ a ~enns~lr~,ania
~~~ ~~!'?CkflOVdl~?ri(~E'(9ii't~`t
';C/a~I~ ;sG~.`rEr i (''~ftS~flJ(ll~fil.
~''' ~ ~'°~Z°.c rte`. ba6tArl' ~l.4hll~Y'
f"~V1y ~",~)M11 SSIG i r; _ ~ f
Koren Y. Boyer, Notary Public
° Mt. Joy 7wp., Lancaster County
My Comm~ss~on Expttgs Jufy 11, 2002
RENUNCIATION
In Re Estate of ~~~~~~ Z ~/'~~'~«'~~v
To the Register of Wills of
deceased.
County, Pennsylvania.
/; c ~
The undersigned _1~ -{ A~_1~~ ~~~~/ St=fti/ of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
be issued to 1`~ ~ (, ~ ~ ~ ~~ L s /7
WITNESS ° hand this Z `~~ day of ~~-~c~ ~>cx,~:
406i:'1T; ~c r~ '"^ ~}i4`~T1tr ~'Y":+hG:i (..'fif`.~/..'1:1t~ L.fi"G-~!it"L'_
(Signature)
~_~ ~~ L~~c'~ ~ U~J ~~
(Address)
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(Signature)
(Address)
(Signature)
(Address)
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CERTIFICATION OF NOTICE
UNDER RULE 5.6(a)~
f
Name of Decedent: ~_ t f~~ d~ _ ~ . ~ ~` ~~ r~'.w ~" ~~, ~ ~._'
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Date of Death: ~~:~ h,,~~_ l ~~ ~ L-1' ~'
Will No. ~~~ <>~~ ~~_ - t-x-:~
Adm. No.
To the Register:
I certify that notice of 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
~i>+~L l'd 1-~ /`."~: f=' /.b~I~./ ~ l L_J-r .- ~. ~ F ~ r~' r i' d" ~ ~- , I [-" '>, ~ ~' ~'' Ky -s i
~~r~~Fl ~E Z,;rt'(! f-~~"'~i ~N~~~>~ ~~~j /.~ i'~JP~-f - 1._fi?A_.~ _ [. f ~ ~'?~r' ' t~~'' - ---
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r
Notice has now been given to all persons entitled thereto under Rule 5.6a) except:
Date: i` - l - C' ;.- ~~~~~~L ,/~ ~-~---~~--~~'
(Signature)
Name: i r~ ~~ ,~,,~~ " .,'~ ~ ,~f _'`l,"r~
Address: r~~ ~ ri, r, f_ ; ,, c' ~ ,~;g ~-{,>
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Telephone ( l ~~ r_ ~'~ f _. ~` ~~r~ ~_~~'
Capacity: Personal Representative
;,,i Counsel for Personal
Representative
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
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
N0. CD 001616
AHRENS THOMAS J ESQUIRE
5521 CARLISLE PIKE
MECHANICSBURG, PA 17050
fold
ESTATE INFORMATION: SSty: i6i-3o-6271
FILE NUMBER: 2102-0599
DECEDENT NAME: HIRNEISEN LYDIA Z
DATE OF PAYMENT: 09/13/2002
POSTMARK DATE: 00/00/0000
couNTY: CUMBERLAND
DATE OF DEATH: 06/ 1 4/2002
101 ~ 517,413.82
REV-1162 EX(11-961
TOTAL AMOUNT PAID:
REMARKS: GLORIA KATHLEEN ESH
C/O THOMAS J AHRENS ESQUIRE
CHECK# 1016
SEAL
INITIALS: SK
RECEIVED BY: MARY C. LEWIS
517,413.82
REGISTER OF WILLS
REGISTER OF WILLS
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 02
COMVIONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT,280601
HAR.~I~!J_~~,~~ ~_128-f!S~~
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, DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
r:~::;:~1~~D;EARi I D:;;O:/~';:~(MMDDYEARI
---- ----------
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
J~..oJmI'( _COO_I;__ YEARn_
SOCIAL SECURITY NUMBER
161-30-6271
v'
00599
.tiLJ_M~t:B_
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
5 Federal Estate Tax Return Required
--n-'3-Rerriainder Retum-{dateofdeathpriOr-to 12-13-8i}-
o
~ 1. -original Return------ D 2. Supplemental Return
D 4. Limited Estate D 4a. Future Interest Compromise (date of death after
12-12-82)
~ 6 Decedent Died Testate (Attach copy D 7_ Decedent Maintained a Living Trust (Attach
of Will) copy of Trust)
D 9. Litigation Proceeds Received D 10. Spousal Poverty Credit (date of death between D 11.Election to tax under Sec. 9113{A) (Attach Sch 0)
____ __ _______J1.:~J:~I..!o.g.1-t-!l9L _ __ ___ _ __ _ __
i!l!I$.~.~CTI()I!~usIB~C()Ml'LETED. ALL.C()Fl~sP()~.l1.e~()~l'.N()()()I<IFJl1et.ITll'~.:rl'2tlt!f~OI!"'l'!I()N.SIl9l!~D!I~~PJ~e~'p.!(): . ..~_......_~ . .....
NAME COMPLETE MAILING ADDRESS
Thomas J. Ahrens
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FIRM NAME (If applicable)
Ahrens Law Offices, P.C.
TELEPHONE NUMBER
717/697-1800
1. Real Estate (Schedule A)
2. Slacks and Bonds (Schedule B)
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3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1.7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts a! Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
8 Total Number of Safe Deposit Boxes
5521 Carlisle Pike
Mechanicsburg, PA 17055
(1) 121,000.00
(2) None
(3) None
(4) None
(5) 315,275.54
(6) None
(7) None
(8)
(g) 15,188.02
(10) 13,746.56
(11)
)~,l<
436,275.54
28,934.58
407,340.96
(12)
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)
(13)
407,340.96
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
x .00
(15)
15.Amount of Line 14 taxable at the spousal tax rate,
ortrans!ers under Sec. 9116(a)(1.2)
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16.Amount of Une 14 taxable at lineal rate
17.Amount of Une 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
407,340.96
(16)
x .045
x .12
(17)
x .15
(18)
18,330.34
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
(19)
20. 0
.~. >.>. ~ SURETO ANll1l/EJl. A1..L QUE,$TION$ ON REVER~I! SID.E' AND .RECHECK "',Ai-H<<::=-.
Copyright 2000 form software only The Lackner Group, Inc.
18,330.34
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
222 Messiah village
CITY
Mechanicsburg
! STATE PA
I ZIP 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
18,330.34
916.52
Total Credits (A + 8 + C)
(2)
9]6.52
3. Interest/Penalty if applicable
D. Interest
E. Penalty
8 Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3) 0.00
(4)
(5) 17,413.82
(5A)
(58) 17,413.82
TotallnteresVPenalty (0 + E)
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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
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;.. .
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?.
Yes No
~ II
o 181
o 181
o 181
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 pe~ury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, il is true, correct
and complete Declaration of
.E...re...pil.~.r.~~_e:r.!~a~ ~he p~~~onaIT~presentat!ve ~_ based. on an inf?rmalion of which preparer has any knowledg.e
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
Gloria Kathleen Esh
~~F~~~.&~~RESS
SIG-:z::!.OF4RE~THER THAN REPRESENTATIVE ADORESS
Thomas J. Ahrens
DATE
1600 Barbara Lane
Mechanicsburg, PA 17055
Q'1-l'L
DATE
'1-/0-02-
DATE
5521 Carlisle Pike
Mechanicsburg, PA 17055
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) (ill
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) (U)J. The statute does not exemot 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. 99116
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. S9116 (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.
.
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Himeisen, Lydia Z
I
I
I FILE NUMBER
21 - 02 - 00599
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a wimng seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on
schedule F.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE OF
DEATH
121,000.00
10 Sharp Avenue, Denver, PA 17517, Tax parcel # 080-93174-0-0000
TOTAL (Also enter on Line 1, Recapitulation)
121,000.00
ESTATE OF
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
I FILE NUMBER . U
21 - 02 - 00599
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorshIp must be disclosed on schedule F.
ITEM
NUMBER
1
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Himeisen, Lydia Z
DESCRIPTION
Fulton Bank checking account # 5600-43403
2
Fulton Bank savings account # 1301-74070
3
Morgan Stanley investment account # 621 018952 214
4
Refund of property taxes & fire hydrant fee at real estate closing
5
Burial Reserve account at Fulton Bank. Account # 056-0177771
6
Pennsylvania State Employees Retirement system received after death - Final
7
Capital Blue Cross Reimbursements received after death
8
Refund of homeowners insurance
9
Bureau of unclaimed property
VALUE AT DATE OF
DEATH
28,029.98
106.48
278,475.00
1,618.48
6,251.22
42.85
612.63
76.00
62.90
TOTAL (Also enter on Line 5, Recapitulation)
315,275.54
ESTATE OF
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Hirneisen, Lydia Z
I FILE NUMBER
; 21 - 02 - 00599
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
B.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
Muddy Creek Lutheran Church - funeral luncheon
2 'Roseboro Funeral Home
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
200.00
6,254.24
6,150.00
378.00
150.00
200.00
1,374.91
125.00
355.87
15,188.02
Social Security Number(s) ! EIN Number of Personal Representative(s):
Street Address
City
Year(s) Commission paid
Zip
State
2.
Attorney's Fees
Ahrens Law Offices, P.c.
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
State
Zip
4.
City
Relationship of Claimant to Decedent
Probate Fees Register of Wills of Cumberland County
5. Accountant's Fees
6.
Tax Return Preparer's Fees Estimated cost affinal income tax returns
Estimated cost of Fiduciary returns
7.
1
Other Administrative Costs
2002-2003 Property school tax due at closing
2
Travel, phone and postage incurred by executrix
Total of Continuation Schedule(s)
____L_____
TOTAL (Also enter on line 9, Recapitulation)
*'
Schedule H
Funeral Expenses &
Administrative Costs continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
------------..------- ------
ESTATE OF
3
4
Himeisen, Lydia Z
Estate notices in The Sentinel and Cumberland County Law Journal
House maintenance costs
FILE NUMBER
21 - 02 - 00599
Page 2 of Schedule H
155.87
200.00
ESTATE OF
*'
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEALTH OF PENNS'I'lVANlA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
1.__-
Himeisen, Lydia Z
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
I FILE NUMBER
..... 21~02 - 005~9
Deposit on real estate retained by seller prior to date of death, and included in the value of the real estate
on schedule A
2
PP&L Electric - electric bill
3
Verizon - phone bill
4
Alert Phannacy - medicine
5
Ray Zimmerman - lawn maintenance
6
Messiah Village - Final payment due Nursing home
7
Dr. James D. Nash
8
Value of 1 check issued by decedent prior to death, but cashed after the decedent's death
TOTAL (Also enter on Line 10, Recapitulation)
AMOUNT
12,100.00
49.9]
1.79
152.38
300.00
1,074.48
10.00
58.00
13,746.56
.,-
rleV-1513 EX+ (9-00)
.
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
I FILE NUMBER
21 - 02 - 00599
RELATIONSHIP TO AMOUNT OR SHARE
DECEDENT OF ESTATE
_-.Do...NolLJst_~
Himeisen, Lydia Z
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Gloria K. Esh
1600 Barbara Lane, Mechanicsburg, PA 17055
2 Carl M. Himeisen
116 Laurel Drive, Willow Street, PA 17584
3 Erlene Mae Hollinger
1109 Hill Crest Lane, Elizabethtown, P A 17022
4 Thelma Kay Sweigart
,295 Paradise Road, Denver, PA 17517
I
I Daughter 125%
,
I Son 25%
125%
Daughter
Daughter 125%
II.
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
1 NON.TAXABLE DISTRIBUTIONS, I
'A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
I
I
lB. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
I
~~' ~~' ~~
BUREAU OF INDIVIDUAL TAXES
' INHERITANCE TAX DIVISION
DEPT. 28060].
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
THOMAS J AHRENS
AHRENS LAW OFFICES
~i521 CARLISLE PIKE
MECHANICSBURG PA 17055
REV-1547 E% AFP c01-027
DATE 10-28-2002
ESTATE OF HIRNEISEN LYDIA Z
DATE OF DEATH 06-14-2002
FILE NUMBER 21 02-0599
COUNTY CUMBERLAND
ACN 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~
---------------------------------------------
-------------
---
-------------------------- --------------------
REV-1547 EX AFP (01-02] NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
S AND ASSESSMENT OF TAX OR
DISALLOWANCE OF DEDUCTION
ESTATE OF HIRNEISEN LYDIA Z FILE N0. 21 02-0599 ACN 101 DATE 10-28-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED ( l CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
00
000
121
NOTE: To insure proper
1. Real Estate (Schedule A) (1) .
,
00 credit to your account,
2.
(2)
Stocks and Bonds (Schedule B)
,
00
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .
00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .
54
27 5
315
tax payment .
5 Cash/Bank Deposits/Misc. Personal Property [Schedule E) (5) .
,
.
6.
Jointly Owned Property (Schedule F) (6) ,00
00
7. (7)
Transfers [Schedule G) .
(8) 436,275.54
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 15,188.02
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
56
7 46
13
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .
. 58
934
8
(11) _
.
.
11. Total Deductions 407,340.96
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) [13) 407,34 0.96
14. Net Value of Estate Subject to Tax (14)
NOTE: If an assessment was issued previously, lines 14,
f ALL ret
l 15 andior 16, 17, 18 and 19 will
urns assessed to date.
o
reflect figures that include the tota
ASSESS MENT OF TAX: .00 X 00 = .00
15 ., (15)
Amount of Line 14 at Spousal rate
04
96
340
407
5 = 18,330.34
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .
,
X
12
00 .00
17. (17)
Amount of Line 14 at Sibling rate .
X
00
15 =
= . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) ,
X 33 0.34
1 8
(1 ,
9)=
19. Principal Tax Due
DATE NUMBER
-13-2002 CD0016:
iCOUNT 1+1 I AMOUNT PAID
T/PEN PAID (-)
916.52 17,413.
TOTAL TAX CREDIT 18,330.34
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REGISTER OF WILLS OF CUMBERLAND COUNTY
COMMONWEALTH OF PENNSYLVANIA
IN RE: ESTATE OF Lydia Z Hirneisen * NO. 2002-0599
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Lydia Z Hirneisen
Date of Death: June 14, 2002
gill No.: 2002-0599
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:
l . 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
b
c
d
/~. j '7
Date: ~f_, L_
Did the personal representative file a final account with the Court?
Yes No X
The separate Orphans' Court No. (if any) for the personal representative's
account is:
Did the personal representative state an account informally to the parties in
interest? Yes X No
Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be attached
to this report. ,a
~;~
~, --~ T ~ C~ ,,__---_
`J jif
Signature ~
Thomas J. Ahrens, J.D.
Name (Please type or print)
5521 Carlisle Pike
Mechanicsbur~PA 17050 _
- Address
- _ X717)697-1800
Telephone No.
.; ._.
Capacity: Personal Representative
X Counsel for Personal
Representative
REGISTER OF WILLS OF CUMBERLAND COUNTY
COMMONWEALTH OF PENNSYLVANIA
IN RE: ESTATE OF Lydia Z Hirneisen
NO. 2002-0599
STATUS REPORT UNDER RULE 6.12
1\fame of Decedent: Lydia Z Hirneisen
Cate of Death: June 14, 2002
Will No.: 2002-0599
Copy
~~ C:
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 wi~eti~er administration of the estate is complete: Yes X No
2. If the answer is No, state when the personal representative reasonably believes that the
z~dministration will be complete:
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
The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes X No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be attached
to this report.
/- /J.
Date: Cfi ' ~ Z ' CJ ~ / -~-__.
Signature
Thomas J. Ahrens. J.D. __
Name (Please type or print)
5521 Carlisle Pike
Mechanicsburg PA 17050
Address
(717) 697-1800
Telephone No.
Capacity: Personal Representative
X Counsel for Personal
Representative