HomeMy WebLinkAbout02-0249Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Mary E. Wentzel
No.
21-02-249
also known as
Gary Fleisher
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
, Deceased
Social Security No. 164- 50 - 0038
(COMPLETE 'A' or 'B' BELOW:)
A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut or
the Decedent, dated 10/14/1 980 and codicil(s) dated None
Helen M. Fleisher died
named in the last Will of
State relevant circumstances, e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents
offered for probate; was not the victim of a killing and was never adjudicated incompetent:
none
[] B. Grant of Letters of Administration
(c.ta.; 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 I Residence
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland
or principal residence at Church of God Home, Carlisle
County, Pennsylvania with his/her last family
Decedent, then
lO0 years of age, died
02/23/2002
(liststreet, number, and municipality)
at Church of God Home, PA
Decedent at death owned property with estimated values as follows:
/If domiciled in PA) All personal property
(If not domiciled in PA) Personal property in Pennsylvania
/If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania
(Location)
100,000.00
situated as follows: none
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of
letters in the appropriate form to the undersigned:
Signature
IGary Fleisher
10 Hemlock Drive, Mechanicsbur~,
Typed or printed name and residence
PA 17055
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc.
Form RW-1 (1991)
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of
the Decedent, Petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed ,/,,/A~ ~_
dary F'I e i sher
before me this 7t~ay of
MARCH 2002
No. 21-02-249
Estate of Mary E. Wentzel Deceased
Social Security No: 164-50- 0038 Date of Death: 02/23/2002
AND NOW, MARCH ], ~ , ~002 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
(c.t.a.; d.b.n.c.ta.; pendente lite; durante absentia; durante minoritate)
are hereby granted to
Gary Fleisher
in the above estate and that the instrument(s) dated 10/14/1980
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) ..... $ 24. O0
Renunciation ........ $ 5 ~ 00
Affidavits ( ) .... $
Extra Pages ( ) .... $ 3.00
Codicil ........... $
JCP Fee .......... $ 5.00
Inventory .......... $
Other ........... $
TOTAL ......... $
Prepared by the Pennsylvania Bar Association
/~"///x - ~// R~gister of Wills ' ~-/
Attorney: Gresory K. Richards
I.D. No: 69335
Address:
JAMES, SMITH, DURKIN & CONNELLY
134 Sipe Avenue
Hummelstown, PA 17036
Telephone: 717/533-3280
237.00
Copyright ~) 1996 form software only CPSystems, Inc.
Form RW-1 (1991)
ARNING: IT IS ILLEGAL TO ALTER THIS COPY OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF HEALTH VITAL RECORDS
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
CERT. NO. T 5096990
Name of Decedent Mary E.
2-26~2002
Dale of Issue of This Certification
Wentzel
Sex Female Social Security No. 164~50~0038
Date of Birth Jan. 27, 1902 Birthplace Spring Twp. ,
Place of Death Church of God Home Cumberland
Race White ~ ..
............... uccupauon
Marital! Status Widow
Informant 6ary W.
Name and Address of
Funeral Establishment
Date of Death 2~23-2002
Perry Co., PA
Homemaker
Decedent's
Mailing Address 1984 Landisburg Road
Fleisher Funeral Director Sally A.
David Myers Funeral Home, Newport, PA
Carlisle ....... ..pe_n_nsylvania
Armed Forces? (Yes or No) No
Landisburg PA 17040
Myers
17074
Interval Between
Onset and Death
Part I:
Pad I1:
Immediate Cause
(a)
Pneumonia
(b)
(c)
(d)
Other Significant Conditions
Manner of Death
Natural
Accident
Suicide 7 ]
Homicide []
Pending Investigation []
Could not be Determined []
Describe how injury occurred:
Name and Title of Certfier
Douglas J. Bower
M,D.
Address
Carlisle, PA 17013
(M.D., D.O., Coroner, M.E.)
This is to certify that the information here given is correctly copied from an original certificate
of death duly filed with me as Local Registrar. The original certificate will be forwarded to the
State Vital Records Office for permanent filing.
2_~26_2002 101 Barnett St., New Bloomfield, PA 17068
105.112 REV 8;88
(FEE FOR THIS
CERTIFICATE $2 00)
WARNING: IT IS ILLEGAL TO ALTER THIS COPY OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF HEALTH VITAL RECORDS
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
CERT. NO. 397562'2
21-02-249
Name of Decedent
1-1q_QQ
Datl~ of ~u~ of Tl~s"~erflfication
Helen Lorene Fleisher
First Middle
Sex Female Social Security No. 191-18-3765
Last
Date of Death 1 - 7 - 99
Date of Birth 6-24-1922
Birthplace Loysville, PA R.R.#1
Place of Death Hershey Medical Center
Facility Name
Race White Occupation Clerk/Secretary
Decedent's
Marital Status Married Mailing Address
Informant Harold E. Fleisher
Name and Address of
Funeral Establishment Nickel Funeral
Part I: Immediate Cause
Dauphin
County
(a) Multiple Trauma
Derrv TWD,
City, B~ou~ or ~w~hip ·
Pennsylvania
Armed Forces? (YesorNo) No
R.R.#1, Box 160 Landisburo PA 17fl40
Number Street City or Town ~ State
FuneralDirector Kenneth Gene Merrit~
Home, Loysville, PA 17047
Interval Between
Onset and Death
(b) i
(c) '
(d)
Part Ih
Other Significant Conditions
Manner of Death
Natural [] Homicide []
Accident [~X Pending Investigation []
Suicide [] Could not be Determined []
Describe how injury occurred:
Veh±cle vs. pedestrian
Name and Title of Certfier Graham S. Hetrick
Address 1205 S. 28th St., Harrisburg, PA 17111
Coroner
(M.D., D.O., Coroner, M.E.)
This is to certify that the information here given is correctly copied from an original certificate
of death duly filed with me as Local Registrar. The original certificate will be forwarded to the
State
Vital Records Office for permanent filing~~ ~z),,,~~j 50-455
~ocal Registrar of Vital Records District No
1-11-99 101 Barnett St.:New B]mnmfJeld= PA
Date Received by Local Regi$1rer Street Address City, Borough, Township
17068
21-02-249
LAST WILL AND TESTAMENT
BE IT REMEMBERED, that I, MARY E. WENTZEL, of RD 1, Landis-
burg, Spring Township, Perry County, Pennsylvania, being of sound
and disposing mind and memory, considering the uncertainty of
life, and being desirous to settle my worldly affairs while I
have strength and capacity, do make this, my Last Will and Testa-
ment, hereby revoking and making null and void any and all Wills
and Testaments or writings in the nature thereof by me at any
time heretofore made.
1. I direct that my body be respectably interred, and that
my funeral be conducted in a manner corresponding with my estate
and situation in lif e.
2. I order and direct my Executors to pay all my just debts
;and funeral expenses as soon as they conveniently can do so after
my decease. I direct my Executors to pay inheritance tax, State
and Federal, if any be due, from the corpus Qf my estate.
3. I give and bequeath my stock in H. R. Wentzel Sons, Inc.
to my nephew, Harold E. Fleisher.
4. I give and bequeath the sum of Five Thousand ($5,000.00)
Dollars to David H. Wentzel.
5. I give and bequeath my Bank of Landisburg stock to Helen
A9. Fleisher, she to have the income therefrom, and at her death
ar at anytime she may desire, the said stock shall pass to her
three sons, Gary, James and John, in equal shares.
6. I give and bequeath the sum of One Thousand ($1,000.00)
Dollars to Helen Fornwald.
?. I give to St. Peters Reformed Church, RD 1, Landisburg,
Pennsylvania, the sum of Three Thousand ($3,000.00} Dollars.
$. I give and bequeath the sum of One Thousand ($1,000.00)
Dollars to Dorothy Gault.
9. I give to St. Peters Cemetery Association the sum of
One Thousand ($1,000.00) Dollars.
10. I give to Gary Fleisher, James Fleisher and John Fleisher,
the sum of Five Thousand ($5,000.00} Dollars, each.
11. All the rest, residue and remainder of my estate, real
and personal of every nature whatsoever, I give and bequeath to
Harold E. Fleisher and Helen ,UI. Fleisher. Should they both pre-
decease me, then the rest, residue and remainder of my estate shall
pass to their children, Gary, James and John Fleisher, in equal
shares.
12. I name Harold E. Fleisher and Helen M. Fleisher as
Executors of this my Will. Should they predecease me, or be un-
;able to act, I then name Gary Fleisher as Executor.
IN WITNESS WHEREOF I have hereunto set my hand and seal this
ti,
C `~ day of October, 1980.
,~,,1 l ((,~w=-i ~u ~ ,;~~,~ ~ , ( ( SEAL )
~~ ,-
~'~.ITNESSES:
r
~`~
' ~,
Register of Wills of Cumberland County, Pennsylvania
OATH OF SUBSCRIBING WITNESS
Estate of Mary E. Wentzel
also known as
No. 21-02-249
, Deceased
William S. Morrow
Hazel A. Morrow
(each) a subscribing witness to the r'~ codicil(s) [] will(s) presented herewith, (each) being duly qualified ~ccording to law
depose(s) and say(s) that 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 r~ in the presence of each other [~] in the presence of the
other subscribing witness(es).
RR 1
New Bloomfield, PA 17068
(Address)
- v - (Signature)
New Bloomfield, PA 17068
(Address)
Sworn to or affirmed and subscribed
before me this ~ day
of
(Signature and seal of Notary or other official
qualified to administer oaths. Show date of
expiration of Notary's commission.)
Notarial Seal
Gregory K. Richards, Notary Public
· _Derry Twp., Dauphin County
My commission Expires Dec. 22, 2003
NOTE:
To be taken by officer authorized to administer oaths.
Please have present the original or copy of instrument(s)
at time of notarization.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc. Form ~RW-;~ (1991)
Register of Wills of Perry County, Pennsylvania
Estate of
also known as
RENUNCIATION
Mary E. Wentzel No. 21-02-249
, Deceased
Theundersigned, Harold E. Fleisher, Nephew
(Relationship) (Capacity)
the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters be issued to
Gary Fleisher a/k/a Gary W. Fleisher
WITNESS hand this
day of
of
R.D. 1, Box 160
Landisbur~, PA 17040
(Address)
(Signature)
(Address)
(Signature)
Sworn to or affirmed and subscribed
before me this day
of
(Address)
Notary Public
My Commission Expires:
(signature and seal of Notary or other official
qualified to administer oaths. Show date of
expiration of Notary's commission.)
NOTE: Renunciations executed outside the Office of Register of Wills
in some counties are required to be notarized.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc. Form #RW-4 (1991)
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Will No.
MARY E. WENTZEL
February 23, 2002
'02 At'~2 15 iC! :22
G z.., Adm. No. 2002-00249
To the Register:
I certify that notice of estate admhfistration required by Rule 5.6(a) of the O:phan's Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on April
11, 2002.
Name
Gary W. Fleisher
Address
10 Hemlock Drive
Mechanicsburg, PA 17055-4744
Harold E. Fleisher
1984 Landisburg Road
Landisburg, PA 17040
James R. Fleisher
38 Dunkleberger Road
Elliottsburg, PA 17024
John K. Fleisher
1728 Pisgah State Road
Shermans Dale, PA 17090
David H. Wentzel
664 Bridgeport Road
Landisburg, PA 17040
Helen Fomwald
2206 Regal Drive
Wilmington, DE 19810
Dorothy Gault
1518 Chatham Road
Camp Hill, PA 17011
St. Peters United Church of Christ
P.O. Box 343
Landisburg, PA 17040
St. Peters Cemetery Association
c/o Wayne Dingle
51 Hower Lane
Elliottsburg, PA 17024
Notice has now been given to all personal entitled thereto under Rule 5.6(a) except
Signature
Name
Address
134 Sipe Avenue
Hummelstown, PA 17036
Telephone ( 717 ) 533-3280
Capacity:
Personal Representative
X
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
NO.
REV-1162 EX(11-96)
CD 001201
JAMES SMITH DURKIN & CONNELLY
134 SIPE AVENUE
HUMMELSTOWN, PA 17036
........ fold
ESTATE INFORMATION: SSN: 164-50-0038
FILE NUMBER: 2102-0249
DECEDENT NAME: WENTZEL MARY E
DATE OF PAYMENT: 05/22/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUM BERLAN D
DATE OF DEATH: 02/23/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $230,000.00
REMARKS:
GARY FLEISHER
C/O JAMES ETAL
TOTAL AMOUNT PAID:
$230,000.00
SEAL
CHECK//105
INITIALS: VZ
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
REV- 1500 EX + (6-00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENTOFREVENUE
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
II
cAPB
c~AC
k-~TK
"-ES
Co.
REV-1500
NHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'SNAME(LAST FIRST.ANDMIDDLEINITIAL)
Wentzel Mary E.
DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR)
I
02/23/2002
01/27/1902
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
1. Original Return ~ 247! Supplemental Return
4, Limited Estate · Future lnterest Compromise (date of death after lZ.1Z_82)
6, Decedent Died Testate Decedent Maintained a Living Trust
(Attach copy of Will) (Attach copy of Trust)
r~ 9. Litigation Proceeds Received ~-] 10. SpousaIPoverty Credit
(date of death between 1Z-31-91 and 1-1-95)
NAM E
Gregory K. Richards Esq.
FIRM NAME (If Applicable)
JAMES, SMITH, DURKIN & CONNELLY,
TELEPHONE NUMBER
717,/533 - 3280
LLP
R 5.
E
C
A 6.
P
I
T
U 7.
L
A
T 8.
I
O 9.
N 10.
11.
12.
13.
14.
C
O
M
Real Estate (Schedule A) (1)
Stocks and Bonds (Schedule B)
Closely Held Corporation, Partnership or (3)
Sole-Proprietorship
Mortgages & Notes Receivable (Schedule D) (4)
Cash, Bank Deposits & Miscellaneous Personal Property ($)
(Schedule E)
Jointly Owned Property'(Schedule F) (6)
['~ Separate Billing Requested
Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
Total Gross Assets (total Lines 1-7)
Funeral Expenses & Administrative Costs (Schedule H) (9)
Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
Total Deductions (total Lines 9 & 10)
Net Value of Estate (Line 8 minus Line 11)
OFFICIAL USE ONLY
FILE NUMBER
21-02-0249
COUNTY CODE YEAR N U M BER
SOCIAL SECURITY NUMBER
164-50-0038
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
= (date.of death ~,
3. Remainder Return prior To 12-13-o4)
5, Federal Estate Tax Return Required
_0 8. Total Number of Safe Deposit Boxes
11- Election to tax under Sec. 9113(A)
(Attach Sch O)
17036
COMPLETE MAIL(NG ADDRESS
134 Sipe Avenue
Hummelstown, PA
None
563,669.98
291,800.00
33,386.34
27,143.12
100,000.00
620,131.14
73,669.36
828.59
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)
OFFICIAL USE ONLY
(8) 1,636,13.0.58
(11). 74,497.95
(lZ) 1,561,632.63
(13) 4,000.00
(14) 1,557,632.63
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
T PU 15. Amount of Line 14 taxable at the spousal tax
A
X I rate, or transfers under Sec. 9116(a)(1.2) X .0 0 (15)
T 16. Amount of Line 14 taxable at lineal rate X .0 45 (16)
OII 17. Amount of Line 14 taxable at sibling rate X .12 (17)
N I 18. Amount of Line 14 taxable at collateral rate 1,570,140.35 X .15 (18) 235,521.05
/ 19. TaxDue ...... (19) 235,521.05
Copyright (c) ZOO0 form software only The Lackner Group, Inc. Form REV-150~
Decedent's Complete Address:
STREET ADDRESS
1984 Landisburg Road
CITY
Landisbur~
Tax Payments and Credits:
STATE
PA
ZIP
17040
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
230,000.00
11,776.05
Total Credits ( A + B + C ) (2)
(1) 235,521.05
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. Jf Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB)
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 fe of either payments benefts 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? .............................................. r-] I-~
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,
241,776.05
6,255.00
correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FiLiNG RETURN Gary Fleisher
DATE
· 'J _--. ,-'"-'h Mec han i c S-I~--~; - ~p~ - - ~.-f(~.~- ....................
SIGNAT['I'I~rEOI~PREPAI~ROTHE~THANREPRESENTATIVE J~ES, SMITH, DURKIN & CO~ELLY, LLP ~~--
~ / ( /~ ~ 134 Sipe Avenue ~ ~
· .. ~ ~. E~e[s~o~, ~A [7036 ...................... /[ ~ ~
Fo~date~ death on or a~er July 1, 1994 and before. Ja~ua~ 1 1995, the tax r;te' i~P;sed' 0~ the ne[ va~ue ;~ ~r;n;~e ....................
surv~pouse is 3% [72 P.s. 9116 (a) (1.1) (i)]. rs to or for the use of the
For dates of death on or after Janua~ 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 statuto~ requirements for disclosure of assets
and filing a tax return are still applicable even if the surviving spouse is the only beneficial.
For dates of death on or aher July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twen~-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2)
[72 P.S. 9116(a~1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S, 9116(a~1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Copyright (c) ZOOO form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
REV-1503 EX + (1-97)
COMMONWEALTHOFPENNSYLVANIA
INHERITANCETAXRETURN
RESIDENTDECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
Mary E. Wentzel SSf/ 164-50-0038 02/23/2002
21-02-0249
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION UNITVALUE
OF DEATH
1 18,441.555 shares American Express - Mutual Fund 4.827397 89,024.71
#01127689390 3 002; Held in decedent's name
individually
2 87,947.5 shares American Express Mutual Fund 1.00 87,947.50
#01137689390 2 002; Held in decedent's name
individually
3 808 shares Harsco Corp, CUSIP #415864107 - traded on 35.8325 28,952.66
the NYSE, common; held in IMA account at American
Express in decedent's name individually
4 2,760 shares Honeywell Inc, CUSIP #438506107 traded 35.2075 97,172.70
on the NYSE, common; held in IMA account with American
Express in decedent's name individually
5 1,375 shares Pfizer Inc, CUSIP #717081103 traded on 40.8675 56,192.81
the NYSE, common; held in IMA account with American
Express in decedent's name individually
6 538 shares PNC Bank Corporation, CUSIP #693475105 54.1175 29,115.22
traded on the NYSE, common; held in IMA account with
American Expess in decedent's name individually
7 511 shares SBC Communications Inc, CUSIP #78387G103 - 36.8525 18,831.63
traded on the NYSE, common; held in IMA account with
American Express in decedent's name individually
8 $90,000 West Shore PA Area HSP, 6.15%, matures 1/1/2021 89,100.00
value of close of business on 2/22/2002 based on a
bid of $99.00
9 $90,000 West Shore PA Area HSP, 6.15%, matures 1/1/2021 924.75
- accrued interest on bond
10 17 US Series HH and H Savings Bonds 43,500.00
11 5 US Series E $1,000 Savings Bonds 3,750.00
Accrued interest on item 11 to date of death 19,158.00
TOTAL(Alsoenteronline2, Recapitulation) 563,669.98
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, inc. Form REV-1503 EX (Rev. 1-97)
R,EV-~S04 EX+/1-97) SCHEDULE C
CLOSELY-HELD CORPORATION,
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN PARTNERSHIP or SOLE-PROPRIETORSHIP
RESIDENT DECEDENT
ESTATE OF
Mary E. Wentzel SS~/ 164-50-0038 02/23/2002
FILE NUMBER
21-02-0249
Schedule C-1 or C-2 (Including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent,
other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships.
ITEM
NUMBER
DESCRIPTION VALUE AT
DATE OF DEATH
limited 80,400.00
Fleisher Family Limited Partnership Decedent's 12%
partnership interest (See attached appraisal letter)
WF Family Limited Partnership Decedent's 38.174%
211,400.00
limited partnership interest (see attached appraisal)
TOTAL (Also enter on line 3, Recapitulation)
$ 291,800.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1504 EX (Rev. 1-97)
R[~V-'1507 EX * (1-97)
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Mary E. Wentzel SS~/ 164-50-0038 02/23/2002 21-02-0249
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1
2
3
H R Wentzel Sons, Inc. Demand Note - Dated 2/29/1965
H R Wentzel Sons, Inc. Demand Note - Dated 1/1/1983
Accrued interest on items 1 and 2
28,000.00
5,000.00
386.34
TOTAL (Also enter on line 4, Recapitulation) $ 33,386.34
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, inc. Form REV-1507 EX (Rev. 1-97)
R.EV-'1508 EX + {1-97/
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Mary E. Wentzel SS# 164-50-0038 02/23/2002 21-02-0249
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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1
2
3
4
5
2001 U.S. Income tax refund - applied
Church of God - personal cash account
Church of God - nursing home refund
The Bank of Landisburg Checking Account #0617571;
2/10/1992
Accrued interest on item 4 to date of death
The Bank of Landisburg - Certificate of Deposit
opened 01/04/01
Accrued interest on item 5 to date of death
The Patriot News - subscription refund
opened
#700010723;
TOTAL (Also enter on line 5, Recapitulation) $
345.00
66.67
3,724.50
2,795.72
8.02
20,000.00
194.61
8.60
27,143.12
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software onty CPSystems, ~nc. Form REV-1508 EX (Rev. 1-97)
REV-{509 EX + (1-97)
SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mary E. Wentzel SS# 164-50-0038 02/23/2002
FILE NUMBER
21-02-0249
Co
Ifanassetwas madejointwithinoneyearofthedecedent'sdate ~ death, itmustberepo~edonScheduleG.
SURVIVINGJOINTTENANT(S)NAME ADDRESS RELATIONSHIPTO DECEDENT
David H. Wentzel 664 Bridgeport Road Nephew
Landisburg, PA 17040
JOINTLY-OWNED PROPERTY:
LE~ ~EH DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank
account number or similar identi~ing number. DATE OF DEATH DECD'S VALUE OF
NUMBER' TENANT JOINT Attach deed for jointly-held real estate, VALUE OF ASSET INTEREST DECEDENT'S INTERES
1 A 12/14/45 Real estate situate at 60,000.00 50.00% 30,000.00
Spring Township,
Landisburg, Perry County,
Pennsylvania 72 acres
Joint with nephew, David
Wentzel; Tenants in Common
Sale value of 1/2 interest
(see attached Agreement of
Sale)
2 A 12/14/45 Real estate situate at R.D. 134,000.00 50.00%~ 67,000.00
!#2, Greenbriar Road,
Elliotsburg, Perry County,
Pennsylvania; 58 acres -
Joint with nephew, David
Wentzel; Tenants In Common;
Sale value of 1/2 interest
(See attached Agreement of
Sale)
3 A 12/14/45 Real estate situate at Warm 6,000.00 50.00% 3,000.00
Springs Road, Spring
township, Perry County,
Pennsylvania; 8.7 acres
Joint with nephew, David
Wentzel; Tenants in Common;
Sale value of 1/2 interest
(see attached Agreement of
Sale)
TOTAL(Alsoenteronline6, Recapitulation) $ 100,000.00
(If more space is needed insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1509 EX (Rev. 1-97)
.~v-~s~0 EX,(~-97) SCHEDULE G
INTER-VIVOS TRANSFERS &
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPER'I~
RESIDENT DECEDENT
ESTATE OF
Mary E. Wentzel SS# 164-50-0038 02/23/2002
FILE NUMBER
21-02 -0249
This schedule must be completed and filed if the answer to any' of questions 1 through 4 on page 2 is yes.
DESCRIPTION OF PROPERTY % OF
ITEM INCLUDE THE NAME OF THE TRANSFERE~THEIR DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER,
NUMBER ATTACH ACOPYOFTHE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE)
1 Gifts to the Fleisher 582,900.00 100.00%. 9,000.00 573,900.00
Family Limited Partnership
dated within 1 year of
death; 3 gifts of 29% interest
in limited partnership to:
Gary W. Fleisher
James R. Fleisher
John K. Fleisher
29% = $194,300.00 (see attached
schedule)
2 Gifts to the WF Family Limited 64,231.14 100.00% 18,000.0C 46,231.14
Partnership - dated within 1
year of death; 6 gifts of
1.9% interest in limited
partnership to:
Carol H. Fleisher
Charlotte K. Fleisher
Susan K. Fleisher
Gillian D. Hayden
Thomas B. Fleisher
Harold E. Fleisher
TOTAL(Alsoenteronline7, Recapitulation) $ 620,131.14
(If more space ~s needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1510 EX (Rev. 1-97)
REV~'1511 EX + (1-97)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Mary E. Wentzel SS~/ 164-50-0038 02/23/2002 21-02-0249
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1 David M. Myers Funeral Home - funeral bill
1
2
3
4
5
6
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) Gary Fiei sher
Social Security Number(s) / ElM Number of Personal Representative(s)
Street Address l0 Hemlock Drive
City Mechanicsbur~ State PA
Year(s) Commission Paid:
__Zip 17055
Attorney's Fees JAMES, SMITH, DURKIN & CONNELLY, LLP
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
Probate Fees Register of Wills
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
Bank of Landisburg - charge for checkbook with checks
Cumberland Law Journal estate notice
L.W. Brodisch Real Estate - fee for appraisals on three lots
The Patriot News estate notice
Value Management, Inc. - valuation fee for Fleisher Family LP
Seligman, Friedman & Company, P.C. valuation fee for WF
Family Limited Partnership
8,421.68
Copyright (c) 1996 form software only CPSystems, Inc.
(If more space is needed, insert additional sheets of the same size)
25,000.00
25,000.00
237.00
14.25
75.00
975.00
108.43
11,338.00
2,500.00
TOTAL (Also enter on line 9, Recapitulation) $ 73,669.36
Form REV-1S11 EX (Rev. 1-97)
Estate of: Mary E. Wentzel
Soc Sec #: 164-50~0038
Date of Death: 02/23/2002
Continuation of Schedule H-B1
(Personal Representative's Commissions)
Item Description
Amount
1 Gary Fleisher
Executor commission
25,000.00
25,000.00
Estate of: Mary E. Wentzel
Soc Sec #: 164-50-0038
Date of Death: 02/23/2002
Item Description
Continuation of Schedule H-B2
(Attorney's Fees)
Amount
James, Smith, Durkin & Connelly, LLP
attorney fees
25,000.00
25,000.00
Estate of: Mary E. Wentzel
Soc Sec #: 164-50-0038
Date of Death: 02/23/2002
Item Description
Continuation of Schedule H-B4
(Probate Fees)
Amount
Register of Wills
probate fee
237.00
237.00
REV- 1{; 1Z EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mary E. Wentzel
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SS# 164-50-0038 02/23/2002
FILENUMBER
21-02-0249
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1
2
3
Brockie Pharmatech - final drug bill
PA Department of Revenue 2001 State Income Tax
Robert W. Morris & Co., P.C. - 2001 income tax preparation charge
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
AMOUNT
443.59
150.00
235.00
828.59
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
, REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mary E. Wentzel SSf/ 164-50-0038
NUMBER
4
II.
SCHEDULE J
BENEFICIARIES
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
02/23/2002
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116~)(1.~]
Gary W. Fleisher
10 Hemlock Drive
Mechanicsburg, PA 17055
Harold E. Fleisher
1984 Landisburg Road
Landisburg, PA 17040
James R. Fleisher
38 Dunkleberger Road
Elliottsburg, PA 17024
John K. Fleisher
1728 Pisgah State Road
Shermans Dale, PA 17090
Grand Nephew
Nephew
Grand Nephew
Grand Nephew
FILE NUMBER
21-02-0249
AMOUNT ORSHARE
OFESTATE
$5,000
100% of
residue
$5,000
$5,000
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLEAND GOVERNMENTALDISTRIBUTIONS
St. Peters United Church of Christ - specific bequest:
United Church of Christ, P.O. Box 343, Landisburg, PA
Tax-exempt no. 75-19758-1
St. Peters
17040,
St. Peters Cemetery Association - specific bequest to St. Peters
Cemetery Association, c/o jason Twigg, Treasurer, 3665 Pleasant
Valley Road, Elliotsburg, PA 17024 EIN: 23-2270998
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET
3,000.00
1,000.00
$ 4,000.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) Z000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00)
Estate of: Mary E. Wentzel
Soc Sec #: 164-50-0038
Date of Death: 02/23/2002
Continuation of Schedule J, Part I
(Taxable Bequests)
Item
Name and Address of Beneficiary
Relationship
Amount or
Share of Estate
5
6
Helen Fornwald
2206 Regal Drive
Wilmington, DE 19810
Dorothy Gault
1518 Chatham Road
Camp Hill, PA 17011
David H. Wentzel
664 Bridgeport Road
Landisburg, PA 17040
Niece
Niece
Nephew
1,000.00
1,000.00
5,000.00
EXHIBIT 1
WF FAMILY LIMITED PARTNERSHIP
EIN: 25-1847220
Gifts as of January 1, 2002
Total Combined Valuation Discounts = 31.74%
Total Value of Assets owned by the WF Family Limited Partnership as of 1/1/02 =
$825,418.81
Limited Parmership Interests gifted to each applicable donee = 1.9%
1.9% Limited Partnership Interest = $10,705.19 (after application of discounts)
1. Gifts of 1.9% Limited Partnership Interest made to:
Harold E. Fleisher
Carol H. Fleisher
Charlotte K. Fleisher
Susan K. Fleisher
Gillian D. Hayden
Thomas B. Fleisher
(1.9% x $825,418.81 x 68.26% = $10,705.19)
EXHIBIT 2
FLEISHER FAMILY LIMITED PARTNERSHIP
EIN: 25-1900549
Girls as of January 1, 2002
1% interest = $6,700.00 per attached appraisal
29% Limited Partnership Interest = $194,300.00 (after application of discounts)
(29 x 6700 = $194,300.00)
1. Girls of 29% Limited Partnership Interest made to:
John K. Fleisher
Gary W. Fleisher
James R. Fleisher
(29 x $6,700.00 = $194,300.00)
Register of Wills of
INVENTORY
County, Pennsylvania
Estate of Mary E. Wentzel
also known as
, Deceased
No. 2002-00249
Date of Death.. 02/23/2002.
Social Security No. 164- 50- 0038
Gary Fleisher,
Personal Representative(s) of the above Estate, deceased, ver~y that the iterns appearing Jn the 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 the valuation
placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned
no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this
Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein
are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Name of
Attorney:
I.D. No.:
Gregory K. Richards Esq.
69335
Address: 134 Si?e Avenue
Hummelstown, PA 17036
Telephone: 717/533-3280
Personal Representative
Signature:
Address: 10 Hemlock Drive
Mechanicsbur~, PA 17055
Telephone: 717/697- 3141
Dated:
Description
(See continuation page(s) attached)
(Attach additional sheets if necessary)
Value
Total: 915,999.44
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
Prepared by the Pennsylvania Sar Association
Copyright (c) 1996 form software only CPSystems, Inc. Form #RW-7 (1992)
Estate of:
Date of Death:
County:
Mary E. Wentzel
02/23/2002
Perry
INVENTORY
CASH:
2001 U.S. Income tax refund -
applied
Accrued interest on Savings Bonds
345.00
19,158.00
Church of God - personal cash
account
Church of God - nursing home
refund
Accrued interest on Demand Notes
66.67
3,724.50
386.34
The Bank of Landisburg -
Checking Account #0617571;
opened 2/10/1992
Accrued interest through date
of death
Accrued interest through date
of death
The Bank of Landisburg -
Certificate of Deposit
#700010723; opened 01/04/01
The Patriot News -
subscription refund
2,795.72
8 . 02
194.61
20,000.00
8.60
46,687.46
-1-
STOCKS/LISTED:
18,441.56 shares American Express -
Mutual Fund #01127689390 3
002; Held in decedent's name
individually
87,947.50 shares American Express
Mutual Fund #01137689390 2
002; Held in decedent's name
individually
808.00 shares Harsco Corp - traded on
the NYSE, common; held in
IMA account at American
Express in decedent's name
individually
2,760.00 shares Honeywell Inc - traded
on the NYSE, common; held in
.IMA account with American
Express in decedent's name
individually
1,375.00 shares Pfizer Inc traded on
the NYSE, common; held in
IMA account with American
Express in decedent's name
individually
538.00 shares PNC Bank Corporation -
traded on the NYSE, common;
held in IMA account with
American Expess in
decedent's name individually
511.00 shares SBC Communications Inc
- traded on the NYSE,
common; held in IMA account
with American Express in
decedent's name individually
89,024.71
87,947.50
'28,952.66
97,172.70
56,192.81
29,115.22
18,831.63
407,237.23
-2-
BONDS:
$90,000 West Shore PA Area
HSP, 6.15%, matures 1/1/2021
- value of close of business
on 2/22/2002 based on a bid
of $99.00
Accrued interest on muni bond
17 US Series HH and H Savings
Bonds
5 US Series E $1,000 Savings
Bonds
89,100.00
924.75
43,500.00
3,750.00
PARTNERSHIP INTEREST:
Fleisher Family Limited
Partnership Decedent's
interest in partnership
WF Family Limited Partnership
Decedent's interest
38.174% with a 30% discount;
Partnership worth
$795,570.41
80,4O0.00
211,400.00
137,274.75
MORTGAGE/NOTE RECEIVABLE:
H R Wentzel Sons, Inc. Demand
Note - Dated 2/29/1965
H R Wentzel Sons, Inc. Demand
Note - Dated 1/1/1983
28,000.00
5,000.00
291,800.00
33,000.00
-3-
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
MARY E. WENTZEL
Date of Death:
February_ 23.2002
Will No.
Admin. No. 2002-00249
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 X
2. If the answer is No, state when the personal representative
reasonably believes that the administration will be complete:
December 31. 2003
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 Orphan's 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
Date:
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~.
2-- ~
/ Sign
Gre~0trv~~rards. Esouire
JAMES. SMITH. DURKIN & CONNELLY
:5:5 134 Sipe Avenue
Hummelstown. PA 17036
(717) 533-3280
Capacity:
X
Personal representative
Counsel for personal representative
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
GREGORY K RICHARDS
JANES ETAL
154 S[PE AVE
HUMNELSTOWN PA
17o3d
DATE 12-50-2002
ESTATE OF WENTZEL
DATE OF DEATH 02-25-2002
~ .' . FILE NUMBER 21 02-0249
COUNTY CUMBERLAND
ACM 101
I Amount Remitted
REV-1547 EX AFP (01-05)
NARY E
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA I7015
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS -~
REV-lB47 EX AFP C01-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WENTZEL MARY E FILE NO. 21 02-0249 ACN 101 DATE 12-50-2007
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rea! Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) C2)
$. Closely Held Stock/Partnersh/p Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposlts/Misc. Personal Property CSchedu/e E)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) C7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO)
11. Total Deductions
12. Net Value of Tax Return
.00
B65r669.98
291r800.00
27r145.12
lOOrO00.O0
620r151.14
75,669.56
MOTE: To insure proper
credit to your account,
submit the upper port/on
of this form with your
tax Payment.
15.
14.
NOTE:
1,656,150.58
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
16. Amount of L/ne 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of L/ne 14 taxable at Collateral/Class B rate
19. Principal Tax Due
RECEIPT DISCOUNT (+)
NUMBER INTEREST/PEN PAID (-)
CDO01201 11,682.25
TAX CREDITS
PAYMENT
DATE
05-22-2002
AMOUNT PAID
250,000.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
241,682.25
8,057.55CR
c IF TOTAL DUE IS LESS THAN 41, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CA), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) C13) 4,000.00
Net Value of Estate Sub3ect to Tax C14) 1,557,652.65
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 w111
reflect figures that include the total of ALL returns assessed to date.
.00
.00
.00
255,644.90
255,644.90
ASSESSMENT OF TAX:
15. Amount of L/ne 14 at Spousal rate C15) .00 X O0 =
(].6) .00 x 045 =
(17) . O0 x 12 =
c18). 1,557,652.65 x 15 =
C19)=
828.59
c11) 74,~97.9~
c12) 1,561,652.65
REV-1470 EX (6-88) '~
INHERITANCE TAX
COMMONWEALTH OF PENNSYLVANIA EXPLANATION
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF CHANGES
DEPT, 280601
HARRISBURG~ PA 17128-0601
DECEDENTS NAME
Wentzel, mary E, FILE NUMBER
REVIEWED BY 2102-0249
Daniel Heck ACN
101
~fl=M
SCHEDULE NO. EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW Page 1
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA ]7128-0&0]
GREGORY K RICHARDS ;!'
JAMES ETAL
I$4 SIPE AVE
HUMMELSTOWN ~ 17056
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
FILE NUMBER
COUNTY
ACN
DATE 12-30-2002
ESTATE OF WENTZEL MARY
DATE OF DEATH 02-23-2002
21 02-0249
CUMBERLAND
201
Amount Remitted
HAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~' RETAIN LOWER PORTION FOR YOUR FILES "~
REV-483 EX AFP C01-03) ~ NOTICE OF DETERMINATION AND ASSESSMENT
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN **
ESTATE OF WENTZEL MARY E FILE NO.21 02-0249 ACN 201 DATE 12-30-2002
ESTATE TAX DETERMINATION
19~887.06
1. Credit For State Death Taxes as Verified
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
221t962.65
Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
5. Pennsylvania Estate Tax Due
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
~IF PAID AFTER THIS DATE, SEE REVERSE SIDE
FOR CALCULATION OF ADDITIONAL INTEREST.
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT I .00
BALANCE OF TAX DUEI .00
INTEREST AND PEN. J .00
TOTAL DUE J .00
CIF TOTAL OUE IS LESS THAN 41, NO PAYMENT IS REQUIRED
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
221t962.65
.00
BUREAU OF TNDZVTDUAL TAXES
TNHERTTANCE TAX D/Y/SION
DEPT. 280601
HARRTSBURG, PA 17128-0601
GREGORY K RICHARDS
JAHES ETAL
154 SIPE AVE
HUNNELSTOWN PA 170S'6
COHHONWEALTH OF PENNSYLVANTA
DEPARTMENT OF REVENUE
ZNHERZTANCE TAX
STATEHENT OF ACCOUNT
DATE 01-27-2005
ESTATE OF WENTZEL
DATE OF DEATH 02-25-2002
..-, ~ FILE NUMBER 21 02-0249
'~COUNTY CUMBERLAND
ACM 101
Amoun~
RE¥-1607 EX AFP
NARY E
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To insure proper credit: ~o :your eccoun~, submi~ ~he upper por~:ion of ~his form wi~h :your ~:mx pe:ymen~:.
CUT ALONG THIS L/NE ~ RETAZN LOWER PORT'tON FOR YOUR RECORDS
REV-1607 EX AFP (01-03) #N# TNHERZTANCE TAX STATEMENT OF ACCOUNT
ESTATE OF WENTZEL NARY E FZLE NO. 21 02-0249 ACM 101 DATE 01-27-2003
THIS STATEMENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACM TN THE NAMED ESTATE. SHONN BELON
ZS A SUMMARY OF THE PR/NCKPAL TAX DUE, APPLKCATZON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, /F APPLKCABLE,
A PROJECTED INTEREST F/GURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 12-25-2002
PRINCIPAL TAX DUE:
PAYMENTS (TAX CREDITS):
233,644.90
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-22-2002 CD001201 11,682.25
01-09-2005 REFUND .00
250,000.00
8,057.55-
KF PAKD AFTER THIS DATE, SEE REVERSE
SKDE FOR CALCULAT/ON OF ADDKTKONAL /NTEREST.
( KF TOTAL DUE /S LESS THAN $1,
NO PAYMENT KS REQUKRED.
ZF TOTAL DUE KS REFLECTED AS A "CREDKT" (CR),
TOTAL TAX CREDIT 233,644.90
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
YOU NAY BE DUE A REFUND. SEE REVERSE S/DE OF TH/S FORN FOR /NSTRUCTZONS. )
BUREAU OF INDIVIDUAL TAXES
TNHERTTANCE TAX DZVTSZON
DEPT. 280601
HARRISBURG, PA Z71Z8-0601
GREGORY K RICHARDS
JANES ETAL
154 SIPE AVE
HUHHELSTOWN
PA 17056
COHHONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE
NOTICE OF DETERHZNATZON AND
ASSESSHENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DATE 02-09-2004
ESTATE OF HENTZEL HARY E
DATE OF DEATH OZ-ZS-ZOOZ
FILE NUMBER
COUNTY
ACN
21 02-0249
CUMBERLAND
2O2
Amoun'l: Romi~ed
REV-TS,S EX AFP C01-0~)
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF HILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To Ansure proper credi~ ~o your account, submA~ ~he upper portion of ~his form ei~h your ~ax payment.
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR FILES
REV-736 EX AFP (01-02) #" NOTICE OF DETERHZNATZON AND ASSESSHENT
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ~.
ESTATE OF HENTZEL MARY E FILE N0.21 02-0249 ACN 202 DATE 02-09-2004
ESTATE TAX DETERHZNATZON
Credit For State Death Taxes as Verified
Pennsylvania Inher/tance Tax Assessed
(Excluding Discount and/or Interest)
Inheritance Tax Assessed by Other States
or Territories of the Un/ted States
(Excluding Discount and/or Interest)
4. Total Inheritance Tax Assessed
221,962.65
.00
5. Pennsylvan/a Estate Tax Due
Amount of Pennsylvania Estate Tax Previously Assessed
Based on Federal Estate Tax Return
TAX CREDITS:
Add/tiona! Pennsylvania Estate Tax Due
PAYNENT
DATE
RECEIPT
NUMBER
i DISCOUNT (+)
INTEREST/PEN PAID (-)
ANOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
~ZF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT" (CR), YOU NAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.)
19,887.96
221~96Z.65
.00
.00
.00
-°°l
.00
.00
.00
STATUS REPORT UNDER RULE 6.17
Name of Decedent:
MARY E. WENTZEL
Date of Death:
Will No.
February 23, 2002
Admin. No.
'04 FEB 17 P2:02
2002_0~¢berland Co., PA
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 X No
2. If the answer is No, state when the personal representative
reasonably believes that the administration will be complete:
Date:
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 rphan s Court No. (if any) for the
O '
personal r ' '
epresentat~ve 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
DIETTERICK& CONNELLY, LLP
J ~A~I. ,~E S, S~}~;i~H, DI:
134 '~Oe Avenue
Hummelstown, PA 17036
~717) 533-3280
Capacity:
Personal representative
Counsel for personal representative
X