HomeMy WebLinkAbout02-0254Register of Wills of Dauphin County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of MARION W. CRUTTENDEN
also known as
Social Security No.
171-38-0640
, Deceased
Patitior~s), who is/are 18 yeas of age or older, apply(les) for:
(COMPLETE "A" OR "B" BELOW:)
[] A. Probate and Grant of Letters and aver that Petitioner(s) are the executors named in the Last Will of the Decedent,
dated Apd120, 1988 and codicil(s) dated N/A
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:
E~ B. Grant of Letters of Administration
(c.t.a., d.b.n.c.t.a.: bendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if
any) and heirs:
Name Relationship Residence
(COMPLP_ ! E IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland
at Messiah Villa,qe, Mt. Allen Road, Mechanicsbur.q, Cumberland County, Pennsylvania
(list street, number and municipality)
Decedent, then 90 years of age, died 12/15/01 , at Messiah Villaqe
(Location)
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 ........................................................... $
Total ........................................................................... $
Real Estate situated as follows: 3-~ ~i~ ,,~/1//~ ~7/- d~/'~O /~7-/~, ~/¢~ /' 170 / !
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:
County, Pennsylvania, with his/her last family or principal residence
Signature
Typed or pdnted name and residence
Joy C. Cruttenden, 830 Wynnewood Road, Camp Hill, PA 17011
Form RW-1 Page 1 o¢ 2 (Dauphin Cour~ty - Rev. 9/92)
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioners above-named swear and affirm that the statements in the foregoing Petition are true and correct to
the best of the knowledge and belief of Petitioners and that, as personal representatives of the Decedent, Petitioners will
well and truly administer the estate according to law.
Sworn to and affirmed and subscribed before me this
6th day of HARCH , 2002.
DECREE OF REGISTER
Estate of MARION W. CRUTTENDEN
also known as
Deceased
Social Security No: 187-38-2231
Date of Death: December 15, 2001
AND NOW, this HARCH~ 12, ,2002, 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.t.; pendente I~[e; durante absentia; durante minorilate)
are hereby granted to Joy C. Cruttenden in the above
estate and that the instrument(s), if any, dated ~ described in the Petition be admitted to
probate and filed of record as the last Will of Decedent.
FEES
Letters ........................... $
Short Certificate(s).. L(.~. $
Renunciation .................. $.
Affidavit ( ) ................. $
Extra Pages ( ) ............ $.
Codicil ..........................$
JCP Fee ........................ $
Inventory & Tax Forms... $
Other ............................$
235.00
6.00
18.00
TOTAL ................ $ 264.00
m~iled to attorney on
Attorney:
I.D. No:
Address:
Telephone:
Howell C. Mette, Esquire
07217
3401 North Front Street
Harrisburg, PA 17110-0950
717-232-5000
DATE FILED: MARCH 6, 2002
Form RW-1 Page 2 of 2 (Dauphin County - Rev. 9/92)
:284326 1
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph. ,.
Fee for this certificate, $2.00
~ Local Registrar C~
P 7 8 8 6 2 6 2
No. ~ Date
COMMONWEALTH OF PENNSYLVANIA t DEPARTMENT OF HEALTH * VITAL RECORDS
CERTIFICATE OF DEATH
I ~"~' i o,~, I ,o~, i Mi,Mn I ~o~,,.~..~.) I S~.F~.~Co~,~i },OS~ --
J ' ~' '"~ ~'~ ]~IL~ N~E (~ ~ '~' ~ ~ a~ ~ [~S ~t~ ~ ~S~N~ ~IGIN? '~
331 ~h 24yh Street ~
,.. ~ Hill, Pa 17011 ~'~ ,~.~ ~erl~d ~ ~.~
~..~.',.~ ~...~, =.~ .t~ ~,~ Hill
,,. Jo~ Wit ter L el ara
~m~*~ ,o~ ..... [~' ~30 ~ne~ ~d ~,p H~]!, Pa 17011
_ . ~ ~0 c ...... ~ ~"--~,*O [~"~.~.~ . ]~ ..... ~' ...... It~*c~-..~
~ ~~~_ ~-~ n,, ~ ..... -- .... 1903
~=_~= =~,=- I=~- ~. ,o~..o~.~ ~,_ ... ~. I?: I'C
emit EmM UNOERI.yINQ { b.,,
DUE TO (0~ AS A CONSEQUENCE OF):
DUE TO
DUE TO
{,~tt.~t ill ~rt~ ~e~t~ctnettt
OF
MARION W. CRUTTENDEN
I, MARION W. CRUTTENDEN, of Camp Hill, Cumberland
County, Pennsylvania, do make, publish and declare this to be
my Last Will and Testament, hereby revoking all Wills and
Codicils by me at any time made.
ITEM I: I direct that all inheritance and
estate taxes becoming due by reason of my death, whether such
taxes may be payable by my estate or by any recipient of any
property, shall be paid by the Executor out of the property
passing under ITEM IV of this Will, as an expense and cost of
administration of my estate. The Executor shall have no duty
or obligation to obtain reimbursement for any such tax so paid,
even though on proceeds of insurance or other property not
passing under this Will.
ITEM II: I direct the Executor to pay the
expenses of my last illness and funeral expenses from the
property passing under this Will as an expense and cost of
administration of my estate.
ITEM III: I give and bequeath all of my
household furniture and furnishings, books, pictures, jewelry,
silverware, automobiles, wearing apparel and all other articles
of household or personal use or adornment and all policies of
insurance thereon to my daughter, JOY C. CRUTTENDEN, if she
survives me. If she does not survive me, I make said bequest
to my grandson, RYAN NATHAN. Any of such property to which a
minor would thus become entitled which the Executor thinks
Page 1
~-
unsuitable for such minor's use shall be sold and the proceeds
thereof added to the share of my residuary estate held for the
benefit of such minor. Any of such property to which a minor
becomes entitled and which is not sold may be delivered to the
person with whom the minor resides, or who has care or control
of him without bond, and the receipt of such person shall be a
complete release of the Executor.
ITEM IV: I give, devise and bequeath all
the rest, residue and remainder of my estate, not disposed of
in the preceding portions of this Will, to my daughter, JOY C.
CRUTTENDEN, if she survives me. If my said daughter does not
survive me, I make said bequest to my grandson. RYAN NATHAN;
provided, however, that said RYAN NATHAN has not attained the
age of twenty-five (25) years at the time of my death, his
share shall be held in trust by DAUPHIN DEPOSIT BANK AND TRUST
COMPANY, Harrisburg, Pennsylvania, as Trustee (hereinafter
referred to as "Trustee"), IN TRUST NEVERTHELESS. until RYAN
NATHAN has attained the age of twenty-five (25) years, at which
time the Trustee shall distribute to him my residuary estate.
During the term of said Trust, the Trustee shall quarterly pay
to or for the benefit of my grandson, RYAN NATHAN, all of the
net income and so much of the principal of said Trust as, in
the discretion of the Trustee, may be necessary to maintain him
in the proper station in life, including proper support, main-~
tenance, medical care and college or higher education.
If at any time before final dis-
tribution of the assets of the Trust established for my
grandson, RYAN NATHAN, there is no living beneficiary of said
Trust, the Trust shall terminate, and its assets shall be paid
to the then living issue of my grandson, RYAN NATHAN, per
stirpes.
Page 2
ITEM V: In the settlement of my estate and
during the continuance of the foregoing Trust, the Executor and
the Trustee shall possess, among others, the following powers:
(a) To retain any investments I may have at my
death, including specifically those consisting of
stock of any bank even if I have named such bank as
the Executor or Trustee herein, so long as the Execu-
for or Trustee may deem it advisable to my estate so
to do.
(b) To vary investments, when deemed desirable
by the Executor or Trustee, and to invest in such
bonds, stocks, notes, real estate mortgages or other
securities or in such other property, real or per-
sonal. as they shall deem wise, without being
restricted to so-called "legal investments", and
without being limited by any statute or rule of law
regarding investments by fiduciaries.
(c) In order to effect a division of the princi-
pal of a Trust or for any other purpose, including any
final distribution of a Trust, the Executor or Trustee
is authorized to make said divisions or distributions
of the personalty and realty, partly or wholly in
kind, and to allocate specific assets among benefici-
aries and Trusts created hereunder so long as the
total market value of any share is not affected by
such division, distribution or allocation in kind.
Should it appear desirable to partition any real
estate, the Executor or Trustee is authorized to make,
join in and consummate partitions of lands, volun-
tarily or involuntarily, including giving of mutual
_~:~~
Page 3
deeds, recognizances or other obligations, with as
wide powers as an individual owner in fee simple.
(d) To sell either at public or private sale and
upon such terms and conditions as the Executor or
Trustee may deem advantageous to the estate or Trust,
any or all real or personal estate or interest therein
owned by the estate or Trust severally or in conjunc-
tion with other persons or acquired after my death by
the Executor or Trustee, and to consummate said sale
or sales by sufficient deeds or other instruments to
the purchaser or purchasers, conveying a fee simple
title, free and clear of all trust and without obliga-
tion or liability of the purchaser or purchasers to
see to the application of the purchase money or to
make inquiry into the validity of said sale or sales;
also, to make, execute, acknowledge and deliver any
and all deeds, assignments, options or other writings
which may be necessary or desirable in carrying out
any of the powers conferred upon the Executor or
Trustee in this paragraph or elsewhere in my Will.
(e) To mortgage real estate, and to make leases
of real estate.
(f) To borrow money from any party, including
the Executor or Trustee, to pay indebtedness of mine
or of my estate, expenses of administration or inheri-
tance, legacy, estate and other taxes, and to assign
and pledge assets of my estate therefor.
(g) To pay all costs, taxes, expenses and
charges in connection with the administration of my
estate or a Trust.
~~
Page 4
(h) To vote any shares of stock which form a
part of the estate or Trust, and otherwise to exercise
all the powers incident to the ownership of such stock.
(i) In the discretion of the Executor or
Trustee, to unite with other owners of similar
property in carrying out any plans for the reorgani-
zation of any corporation or company whose securities
form a part of the estate.
(j) To disclaim any interest in property which
would devolve to me
including but not 1
beneficiary under a
exercise of a power
entitled to take by
vivos transfer, and
or my estate by whatever means,
invited to the following means: as
will, as an appointee under the
of appointment, as a person
intestacy, as a donee of an inter
as a donee under a third-party
beneficiary contract.
ITEM VI: Should my daughter, JOY C.
CRUTTENDEN, by Last Will and Testament or Agreement of Trust,
establish a Trust similar to the Trust herein established for
the benefit of my grandson, RYAN NATHAN, and his issue, the
Trustee of each of said Trusts created in this Will shall have
the right of merging it with the similar Trust for the same
beneficiary created by my said Will, and operating each of said
merged Trusts as a single Trust.
ITEM VII: Whenever and as often as any bene-
ficiary hereunder, to whom payments of income or principal are
herein directed to be made, shall be under legal disability,
or, in the sole judgment of the Trustee, shall otherwise be
unable to apply such payments to his own or her own best
Page 5 ~~
interests and advantages, the Trustee may make all or any
portion of such payments in any one or more of the following
ways:
(a) Directly to such beneficiary;
(b) To the Legal Guardian or Conservator of such
beneficiary;
(c) To a relative of such beneficiary, to be
expended by such relative for the benefit of such
beneficiary; or
(d) By itself expending same for the benefit of
said beneficiary.
ITEM VIII: Any person who shall have died at
the same time as I shall have, or in a common disaster with me,
or under such circumstances that the order of our deaths cannot
be established by proof, or within thirty (30) days of my
death, shall be deemed to have predeceased me.
ITEM IX: I hereby nominate, constitute and
appoint my daughter, JOY C. CRUTTENDEN to be the Executrix,
herein referred to as "Executor". In the event of her death or
her inability or refusal to serve, I nominate, constitute and
appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY, Harrisburg,
Pennsylvania, to be the Executor. The Executor and Trustee are
specifically relieved from the duty or obligation of filing any
bond or other security.
IN WITNESS WHEREOF, I have set my hand and seal to
this, my Last Will and Testament, consisting of this and the
preceding five (5) pages. at the end of each page of which I
Page 6 '"~/~~/-~
have also set my initials for greater security and better
identification this ~ (~ day of ~f~ ~~~~~`~1 1988.
~ (SEAL )
RION W. CURT DEN
We, the undersigned, hereby certify that the foregoing
Will was signed, sealed, published and declared by the above-
named Testatrix as and for her Last Will and Testament, in the
presence of us, who, at her request and in her presence and in
the presence of each other, have hereunto set our hands and
seals the day and year first above written, and we certify that
at the time of the execution thereof, the said Testatrix was of
sound and disposing mind and memory.
,~
~: ~,~~ ~~y,~,~ ~ ' ~ ~,l ~~~ d (SEAL )
N
t~=~. l' ° ', ,1.%~ L.t-~-t;CC( C.-~ ~---E-SEAL )
.' ~
` ~' _ , ~ ,.
_ i
t ~_.. X 1 (SEAL )
ii
,.
Residing at ~' .> ~ -- ~ '-''
f
->
Residing at ~~..~(, C':~t/rt.Ct:c ;Cr~~ f~:c
/ C{ I" l'~i ~7 t~ft ~ i ~ "i
Residing at .~t ,f~cc.-~=~C~r ~, r-~~~~~ t~~-~.
r
t
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that present and saw
the testat , sign the same and that signed as a witness at the
request of testat~ in h presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this day of
19__
Register
(Name)
(Address)
(Name)
(Address)
REGISTER OF WILLS OF CUMBE~ COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
~:¥'v~ .~5 familiar with the signature of"~, ~'l'-iCa"~ ~,.~,
testat c~,-' of
that ~e~
(one of the
codicil
subscribing witnesses to) the ~ presented herewith
and
codicil
believes the signature on the will is in the handwriting of
to the best of ~.o_ _c--- knowledge and belief.
Sworn to or affirmed and subscribed before
me this 6~dq day of
MARCH 2002
Register
(Address)
(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
Howell C. Mette
~[1~[[0 a subscribing witness to the will presented herewith, ][0~) being duly qualified according to
law, depose(s) and say(s) that he was present and saw
Marion W. Cruttenden
the testat, rix ., sign the same and that he signed as a witness at the
request of testat rix in her presence and (f~tl~eX~YtRYoYa~l{Yo~ (in the presence of the
other subscribing witness(es)).
Sworn to or ac~fi.r~ed and subscribed before
me this ' I%~-~ day of
March
Notarial $~1 egister
RoxAndra M. Rosario, Notary Public
_ Su~uehanna Twp., Dauphin County
My Commission Expires Feb. 24, 2003
(Name)
205 lq. 26th Street, Camp H±11, PA 17011
(Address)
(Name)
(Address)
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
familiar with the signature of
codicil
testat.__ of (one of the subscribing witnesses to) the will presented herewith and
codicil
that believes the mgnature on the will is in the handwriting of
to the best of
knowledge and belief.
Sworn to or affirmed and subscribed before
me this day of
19
Register
(Name)
(Address)
(Name)
(Address)
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.
CD
REV-1162 EX(11-96)
00O954
METTE HOWELL C
P O BOX 595O
3401 N FRONT ST
HARRISBURG, PA
17110-0950
........ fold
ESTATE INFORMATION: SSN: 171-38-0640
FILE NUMBER: 2102-0254
DECEDENT NAME: CRUTTENDEN MARION W
DATE OF PAYMENT: 03/1 4/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 12/15/2001
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $8,691.00
TOTAL AMOUNT PAID:
~8,691.00
REMARKS: HOWELLC METTE ESQUIRE
SEAL
CHECK# 142
INITIALS: JA
RECEIVED BY'
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
Name of Decedent:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Marion W. Cruttenden
Date of Death: 12/15/01
Will No. 2002-00254 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 January 15, 2002 :
Name Address
Joyce W. Cruttenden, 830 Wynnewood Road, Camp Hill, PA 17011
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: June 24, 2002
Name Howell C. Mette
3401 N. Front Street
Address P.O. Box 5950
Harrisburg, PA 17110-0950
Telephone (717) 232-5000
Capacity: Personal Representative
X Counsel for personal representative
REV. 150Q ~ X (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
2 i 0 2 O 2 5 4
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Z CRUTTENDEN, MARION W. 171 - 38 - 0640
LLI DATE OF DEATH (MM-OD-YEAR) DATE OF BIRTH (MM-DO-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
LU 12/15/O1 2/11/11 REGISTER OF WILLS
LLJ (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
C3
[-~1. Odginal Return
D4. Limited Estate
~']6. Decedent Died Testate (Attach c~py of Will)
'--']9. Litigation Proceeds Received
---]2. Supplemental Return
[~] 4a. Future Interest Compromise (dala ol dealh after 12-12-82)
~-]7, Decedent Maintained a Living Trust (Attach copy of Tru$1)
-"]10. Spousal Poverty Credit (dale of death between 12-31-91 and 1-1-95)
~]3. Remainder Return (date oldeath 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) (^Hach Sch O)
NAME Howell C. Mette
FIRM NAME (If^ppticable) Mette, Evans & Woodside
TELEPHONE NUMBER
(717) 232-5000
COMPLETE MAILING ADDRESS
P.O. Box 5950
Harrisburg, PA 17110
1. Real Estate (Schedule A) (1)
2. Stacks 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)
r-]Separate Billing Requested
7, tnter-V'¢os Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9, Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)(10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
$ 150,000.00
0.00
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)
0 .OO
0.00
4,O39.68
66,061.38
0.00
(8)
9,613.50
7,349.02
(11)
(12)
(13)
(14)
2~20,101.06
16,962.52
203,138.54
0.00
203,138.54
SEE INSTRUCTIONS ON REVERSE SIDE 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
203,138.54
x .o_ (15)
x .o 4.5 (16)
X .12 (17)
X m 15 (18)
(19)
$ 9,141.23
9,141.23
Decedent's Complete Address:
STREET ADDRESS
Cl'¥ STATE I ZIP
I
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments 8,691. O0
C. Discount 457,06
9,141.23
Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits ( A + B + C ) (2)
Total Interest/Penalty ( D + E ) (3)
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)
9,148.06
6.83
0.00
0.00
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DuE. (5B) 0. O0
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 premise 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 properly 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 penallies of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best o[ my knowledge and belier, it is true, correct and complete.
Declaration of preparer olher than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE'"~'~ PER~GN RE'$PONSJBI.F=.FOP~FILING RETURN / /'DATE
ADDRESS ' '-
SIGNATURE OF BREPARERq~THER TI;~A~REPR_ESEI',J,T~NTI~(E~ .,L.~_. 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 exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are stitl 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.
REV.tS02EX * (1-97) (I} ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MARION W. CRUTTENDEN
SCHEDULE A
EEALESTATE
FILE NUMBER
21-02-0254
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 willing 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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Residence, 331 North 23rd Street, Camp Hill, Pennsylvania
Valued per appraisal attached $ 150,000.00
TOTAL (Also enter on line 1, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$ 150,000. O0
RF./,d~~ Realty Associates, Inc.
3425 Market Street
Camp Hill, Pennsylvania 17011
Office: (717) 761-6300
Fax: (717) 761-1455
Each RE/MAX' OJlice Indapenden[ly Owned and Operated
February 25, 2002
ESTIMATE OF VALUE FOR THE PROPERTY LOCATED:
331 North 24th Street
Camp Hill, PA 17011
This two story brick home is in the Borough of Camp Hill. There is a two car
detached masonry garage and is located adjacent to a five acre school field. The
residential lot is 60 by 143.5 or .19 acre.
This estimate of value has been derived from the evaluation of other properties sold
and settled in the last 12 months.
The estimate of value as of this date is believed to be:
$150,000.00
CAMP
717 761-6300
Tcrist@remax.net
This arta£~dsis has not 6ee.n yerformed in accordance witg the
'uniform StanaCarcf~ of ~rRfessiona~ ~Rpraisa~ ~actice ~vhich
~q~i~.'e ~a.i~ers to act as un.bi,ed; disi~terested third ya~es
~vith imyartiaEity, o~j~cti~it~ andi~xdefie~de~ce a~dwit~out
~cco.mmodarion q~perso.~za~ i'~terest. It is not to ~e co, trued
as an ayflraisaf andma~ not be usedas sucR for
'[his ts floweret, an estimate qf ~a~ue.for the flurpose
the homeowner ar~e at a fair ma'r~et value.
' COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marion W. Cruttenden
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21-02-0254
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. None
TOTAL (Also enter on line 2, 'Recapitulation)
(If more space is needed, insert additional sheets of the same size)
REV-15~4 EX + (1-97) (I) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marion W. Cruttenden
SCHEDULE C
CLOSELY-HELD CORPORATION,
PARTNERSHIP or SOLE-PROPRIETORSHIP
FILE NUMBER
21-02-0254
Schedule C-1 n 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 inslmctions for the suppor~ng information to be submitted for sole-proprietorships,
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. None
TOTAL (Also enter on line 3, Recapitulation)'
(If more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marion W. Cruttenden
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
FILE NUMBER
21-02-0254
All property jointly.owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1. None
TOTAL (Also enter on line 4, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
REV-15OS EX * (1-97) (I) ~
· COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marion W. Cruttenden
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-02-0254
Include the proceeds of litig; tJen 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. Checking Account #00248-6060-3 Allfirst Bank $ 4,039.68
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
4,039.68
' COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
- ESTATE OF
Marion W. Cruttenden
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
21-02-0254
If an asset was made joint within one year of the decedent s date of death, it must ~ re~ed on Schedule G,
SU~IVINGJOINTTENANT(S)NAME ADDRESS RE~TIONSHIPTODECEOENT
A. Joy C. Cruttenden 830 Wynnewood Road, Camp Hill, PA 17011 Daughter
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account numbat or slmtla' identifying number. . DATE OF DEATH BECD S VALUE OF
NUMBER TENANT JOINT Attach deed for Jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT S INTERES'
1. A. 1995 Securities, Solomon Smith Barney, Inc.
listed on Exhibit F-1 $ 123,511.91 50% $ 61,755.9t
2. A. 1995 Smith Barney Money Funds Class A 8,610.86 50% 4,305.4]
TOTAL (Also enter on line 6, Recapitulation) $ 66,061.3
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX + (1-97) {I) ~
· COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marion W. Cruttenden
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21-02-0254
This schedule must be ( mpleted and filed if the answer t( any o questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is' 'es.
DESCRIPTION OF PROPERTY % OF DECD S
ITEM INCLUDETHENAMEOI:THETRANSFEREE. THEIRRELATIONSHIPTO DECEDENTANOTHE DATEOFTRANSFER. DATE OF DEATH INTEREST EXCLUSION TAXABLE VALUE
ATrACH A COPY OF THE DEED FOR REAL ESTATE ,
NUMBER VALUE OF ASSET f~FAp~I~^~U )
1. None
TOTAL (Also enter on line 7, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
I~'V-1511EX * (1-97) (I) ~
' COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marion W. Cruttenden
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-02-0254
Debts of decedent must be reported m Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
5.
6.
7.
8.
FUNERAL EXPENSES:
Myers Funeral Home
Marge Myers, Christian
Science funeral
ADMINISTRATIVE COSTS:
Personal RepresentaUve s Commissions
Name of Personal Representative (s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State
Year(s) Commission Paid:
A~orneyFees Mette, Evans & Woodside
Family E eruption: (If decedent s address is not the same as claimant s, attach explanation)
Claimant
Zip
Street Address
City State __ Zip
Relationship of Claimant to Decedent
Probate Fees
Accountant s Fees
Tax Retum Preparer s Fees
Recorder of Deeds, executor's deed
Short certificate
TOTAL (Aisc enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$ 2,215.00
100.00
7,000.00
264.00
29.50
5.00
$ 9,613.50
' COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marion W.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
Cruttenden
FILE NUMBER
21-02-0254
Include unreimbursed me( cai expenses.
ITEM
NUMBER DESCRIPTION
2.
3.
4.
Camp Hill Borough, sewer
Messiah Village, final statement
UGI, final statement
PAWC, final statement
TOTAL (Also enter on line 10, Recapitulation
(If more space is needed, insert additional sheets of the same size)
AMOUNT
60.00
7,154.45
117.16
17.41
$ 7,349.02
SCHEDULE J
BENEFICIARIES
I
FILE NUMBER
COMMONW~LTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marion W. Cruttenden 21-02-0254
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
II.
1.
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Joy C. Cruttenden
Daughter
100%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PAR'I II ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size)
HEARER. M E'r'rE, EVANS & WOOD$1DE
HARRIS=BURG. PENNSYLVANIA 17108-0729
o_E~
MARION W. CRUTTENDEN
I, MARION W. CRUTTENDEN, of Camp Hill, Cumberland
County, Pennsylvania, do make, publish and declare this to be
my Last Will and Testament. hereby revoking all Wills and
Codicils by me at any time made.
ITEM I: I'direct that all inheritance and
estate taxes becoming due by reason of my death, whether such
taxes may be payable by my estate or by any recipient of any
property, shall be paid by the Executor out of the property
passing under ITEM IV of this Will, as an expense and cost of
administration of my estate. The Executor shall have no duty
or obligation to obtain reimbursement for any such tax so paid,
even though on proceeds of insurance or other property not
passing under this Will.
ITEM II: I direct the Executor to pay the
expenses of my last illness and funeral expenses from the
property passing under this Will as an expense and cost of
administration of my estate.
ITEM III: I give and bequeath all of my
household furniture and furnishings, books, pictures. ~ewelry.
silverware, automobiles, wearing apparel and all other articles
of household or personal use or adornment and all policies of
insurance thereon to my daughter, JOY C. CRUTTENDEN, if she
survives me. If she does not survive me, I make said bequest
to my grandson, RYAN NATHAN. Any of such property to which a
minor would thus become entitled which the Executor thinks
Page
unsuitable for such minor's use shall be sold and the proceeds
thereof added to the share of my residuary estate held for the
benefit of such minor. Any of such property to which a minor
becomes entitled and which is not sold may he delivered to the
person with whom the minor resides, or who has care or control
of him without bond, and the receipt of such person shall he a
complete release of the Executor.
ITEM IV: I give, devise and bequeath all
the rest, residue and remainder of my estate, not disposed of
in the preceding portions of this Will, to my daughter, JOY C.
CRUTTENDEN, if she survives me. If my said daughter does not
survive me, I make said bequest to my grandson, RYAN NATHAN;
provided, however, that said RYAN NATHAN has not attained the
age of twenty-five (25) years at the time of my death, his
share shall be held in trust by DAUPHIN DEPOSIT BANK AND TRUST
COMPANY, Harrisburg, Pennsylvania, as Trustee (hereinafter
referred to as "Trustee"), IN TRUST NEVERTHELESS, until RYAN
NATHAN has attained the age of twenty-five (25) years, at which
time the Trustee shall distribute to him my residuary estate.
During the term of said Trust, the Trustee shall quarterly pay
to or for the benefit of my grandson, RYAN NATHAN, all of the
net income and so much of the principal of said Trust as, in
the discretion of the Trustee, may be necessary to maintain him
in the proper station in life, including proper support, main-
tenance, medical care and college or higher education.
If at any time before final dis-
tribution of the assets of the Trust established for my
grandson, RYAN NATHAN, there is no living beneficiary of said
Trust, the Trust shall terminate, and its assets shall be paid
to the then living issue of my grandson, RYAN NATHAN, per
stirpes.
ITEM V: In the settlement of my estate and
during the continuance of the foregoing Trust, the Executor and
the Trustee shall possess, among others, the following powers:
(a) To retain any investments I may have at my
death, including specifically those consisting of
stock of any bank even if I have named such bank as
the Executor or Trustee herein, so long as the Execu-
tor or Trustee may deem it advisable to my estate so
to do.
(b) To vary investments, when deemed desirable
by the Executor or Trustee, a~d to invest in suc~
bonds, stocks, notes, real estate mortgages or other
securities or in such other property, real or per-
sonal, as they shall deem wise, without being
restricted to so-called "legal investments", and
without being limited by any. statute or rule of law
regarding investments by fiduciaries.
(c) In order to effect a division of the princi-
pal of a Trust or for any other purpose, including any
final distribution of a Trust, the Executor or Trustee
is authorized to make said divisions or distributions
of the personalty and realty, partly or wholly in
kind, and to allocate specific assets among benefici-
aries and Trusts created hereunder so long as the
total market value of any share is not affected by
such division, distribution or allocation in kind.
Should it appear desirable to partition any real
estate, the Executor or Trustee'is authorized to make,
join in and consummate partitions of lands, volun-
tarily or involuntarily, including giving of mutual
deeds,'recognizances or other obligations, with as
· wide powers as an individual owner in fee simple.
(d) To sell either at public or private sale and
upon such terms and conditions as the Executor or
Trustee may deem advantageous to the estate or Trust,
any or all real or personal estate or interest therein
owned by the estate or Trust severally or in conjunc-
tion with other persons or acquired after my death by
the Executor or Trustee, and to consummate said sale
or sales by sufficient deeds or other instruments to
the purchaser or purchasers, conveying a fee simple
title, free and clear of all trust and without obliga-
tion or liability of the purchaser or purchasers to
see to the application of the purchase money or to
make inquiry into the validity of said sale or sales;
also, to make, execute, acknowledge and deliver any
and all deeds, assignments, options or other writings
which may be necessary or desirable in carrying out
any of the powers conferred upon the Executor or
Trustee in this paragraph or elsewhere in my Will.
(e) To mortgage real estate, and to make leases
of real estate.
(f) To borrow money from any party, including
the Executor or Trustee, to pay indebtedness of mine
or of my estate, expenses of administration or inheri-
tance, legacy, estate and other taxes, and to assign
and pledge assets of my estate therefor.
(g) To pay all costs, taxes, expenses and
charges in connection with the administration of my
estate or a Trust.
(h) To vote any shares of stock which form a
part of the estate or Trust, and otherwise to exercise
all the powers incident to the ownership of such stock.
(i) In the discretion of the Executor or
Trustee, to unite with other owners of similar
property in carrying out any plans for the reorgani-
zation of any corporation or company whose securities
form a part of the estate.
(j) To disclaim any interest in property which
would devolve to me or my estate by whatever means,
including but not limited to the following means: as
beneficiary under a will, as an appointee under the
exercise of a power of appointment, as a person
entitled to take by intestacy, as a donee of an inter
vivos transfer, and as a donee under a third-party
beneficiary contract.
ITEM VI: Should my daughter, JOY C.
CRUTTENDEN, by Last Will and Testament or Agreement of Trust,
establish a Trust similar to the Trust herein established for
the benefit of my grandson, RYAN NATHAN, and his issue, the
Trustee of each of said Trusts created in this Will shall have
the right of merging it with the similar Trust for the same
beneficiary created by my said Will, and operating each of said
merged Trusts as a single Trust.
ITEM VII: Whenever and as often as any bene-
ficiary hereunder, to whom payments of income or principal are
herein directed to be made, shall be under legal disability,
or, in the sole judgment of the Trustee, shall otherwise be
unable to apply such payments to his own or her own best
(a) Directly to such beneficiary;
(b) To the Legal Guardian or Conservator of such
beneficiary;
(c) To a relative of such beneficiary, to be
expended by such relative for the benefit of such
beneficiary; or
(d) By itself expending same for the benefit of
said beneficiary.
ITEM VIII: Any person who shall have died at
the same time as I shall have, or in a common disaster with me,
or under such circumstances that the order of our deaths cannot
be established by proof, or within thirty (30) days of my
death, shall be deemed to have predeceased me.
ITEM IX: I hereby nominate, constitute and
appoint my daughter, JOY C. CRUTTENDEN to be the Executrix,
herein referred to as "Executor". In the event of her death or
her inability or refusal to serve, I nominate, constitute and
appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY, Harrisburg,
Pennsylvania, to be the Executor. The Executor and Trustee are
specifically relieved from the duty or obligation of filing any
bond or other security.
IN WITNESS WHEREOF, I have set my hand and seal to
this, my Last Will and Testament. consisting of this and the
preceding five (5) pages, at the end of each page of which I
Page 6 ~'~
We. the undersigned, hereby certify that the foregoing
Will was signed, sealed, published and declared by the above-
named Testatrix as and for her Last Will and Testament. in the
presence of us, who. at her request and in her presence and in
the presence of each other, have hereunto set our hands and
seals the day and year first above written, and we certify that
at the time of the execution thereof, the said Testatrix was of
sound and disposing mind and memory.
Residing at '7~_ U ~-- ~}. ,~_~ -(~/
Residing at
Residing at
interests and advantages, the Trustee may make all or any
portion of such payments in any one or more of the following
ways:
(a) Directly to such beneficiary;
(b) To the Legal Guardian or Conservator of such
beneficiary;
(c) To a relative of such beneficiary, to be
expended by such relative for the benefit of such
beneficiary; or
(d) By itself expending same for the benefit of
said beneficiary.
ITEM VIII: Any person who shall have died at
the same time as I shall have, or in a common disaster with me,
or under such circumstances that the order of our deaths cannot
be established by proof, or within thirty (30) days of my
death, shall be deemed to have predeceased me.
ITEM IX: I hereby nominate, constitute and
appoint my daughter, JOY C. CRUTTENDEN to be the Executrix,
herein referred to as "Executor". In the event of her death or
her inability or refusal to serve, I nominate, constitute and
appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY, Harrisburg,
Pennsylvania, to be the Executor. The Executor and Trustee are
specifically relieved from the duty or obligation of filing any
bond or other security.
IN WITNESS WHEREOF, I have set my hand and seal to
this, my Last Will and Testament, consisting of this and the
preceding five (5) pages, at the end of each page of which I
Page 6
have also set my initials for greater security and better
identification this 2~d day of ~ , 1988.
I~.R I ON ~.
We. the undersigned, hereby certify that the foregoing
Will was signed, sealed, published and declared by the above-
named Testatrix as and for her Last Will and Testament, in the
presence of us, who. at her request and in her presence and in
the presence of each other, have hereunto set our hands and
seals the day and year first above written, and we certify that
at the time of the execution thereof, the said Testatrix was of
sound and disposing mind and memory.
/
BUREAU OF ZNDZVZDUAL TAXES
/NHER/TANCE TAX DIYTSION
DEPT. 280601
HARRZSBURG, PA 17118-06n!
CONHONNEALTH OF PENNSYLVANZA
DEPARTHENT OF REVENUE
NOTZCE OF INHERZTANCE TAX
APPRAISEHENT, ALLO#ANCE OR DISALLOHANCE
OF DEDUCTZONS AND ASSESSNENT OF TAX
REV-I$¢7 EX AFP (01-02)
HONELL C HETTE
HETTE ETAL :
PO BOX 5950
HaG PA 17110
DATE 10-22-2002
ESTATE OF CRUTTENDEN
DATE OF DEATH 12-15-2001
FZLE NUHBER 21 02-0254
CI~NTY CUHGERLAND
ACN 101
Amount Remitted
HARZON N
HAKE CHECK PAYABLE AND REHZT PAYNENT TO:
REGZSTER OF NZLLS
CUHBERLAND CO COURT HOUSE
CARLZSLE, PA 1701~
CUT ALONG THZS LZNE ~ RETAZN LONER PORTZON FOR YOUR RECORDS ~
DZSALLONANCE OF DEDUCTZONS AND ASSESSHENT OF TAX
ESTATE OF CRUTTENDEN NARZON NFZLE NO. 11 02-0154 ACN 101 DATE 10-22-2001
TAX RETURN #AS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: ORZG~NAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
$. Closely Held Stock/Partnarsh/p Zntarast (Schedule C) ($)
~. Nortgagas/Notas Raca/vabla (SchaduZa D) (~)
S. Cash/Bank Dapos/ts/N/sc. Personal Property (Schedule E) (5)
6. Jo/ntly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTZONS AND EXENPTZONS:
9. Funeral Expansas/Adm. Costs/Nisc. Expanses (Schedule H) (9)
10. D~bts/Nortgaga L/abil/tias/L/ans (Schedule [) (10)
11. Total Deductions
12. Net Value of Tax Return
150z000.00
.00
.0O
.0O
4~0:59.68
66~061.:58
.00
(8)
9,61:5.50
NOTE: To insure proper
cradLt to your account,
subm/t the upper portion
of this form w/th your
tax payment.
15.
1~.
NOTE:
220,101.06
72:549.02
(11) 1&.962.;~
(12} 205,138:54
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13)
Nat Value of Estate Subject to Tax (lq)
Tf an assessment ~as issued previously, lines 1~, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to date.
.00
20:5,1:58.54
ASSESSNENT OF TAX:
15. Amount of L~ne 1~ at Spousal rate
16. Amount of L/nm 1~ taxabZa at L/naal/Class A rata
17. Amount of L/ne lq mt S/bling rata
18. Amount of L/nm 1R taxable at Collateral/Class B rata
19. Princ/pal Tax Due
TAX CREDZTS:
PAYHENT RECI~ZPT DZSCOUNT (+)
DATE NUNBER INTEREST/PEN PAZD (-)
0:5-14-2001 CD000954 457.06
10-15-1001 REFUND .00
18 and 19 will
ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE
FOR CALCULATZON OF ADDZTZONAL ZNTEREST.
9,141
.00
.00
.00
ZF TOTAL DUE XS LESS THAN $1, NO PAYNENT XS REQUXRED.
IF TOTAL DUE ZS REFLECTED AS A 'CREDZT** (CR), YOU NAY BE DUE
REFUND. SEE REVERSE SZDE OF THZS FORN FOR ZNSTRUCTZONS.)
TOTAL TAX CREDZT
BALANCE OF TAX DUEI
ZNTEREST AND PEN.
TOTAL DUE
8,691.00
6.8:5-
ANOUNT PAZD
(15) .00 X O0 = .00
(16). 20:5,1:58.54 X 045= 9,141
(17), .00 x 12 = .00
(18) .00 x 15 = .00
(19)= 9,141
STATUS REPORT UNDER RULE 6.12
Marion W. Cruttenden
Name of Decedent:
Date of Death:
December 15, 2001
Will No.: 2002-00254 Admin. No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes
2. lithe 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:
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
Date:
November
Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the. Orphans' Court
to_
this repo.
2003
ign
Howell C. Mette
Name
Mette, Evans & Woodside
3401 North Front Street
Harrisburg, PA 17110
Address
:?
Capacity:
(717-232-5000
Telephone No.
Personal Representative
Counsel for personal representative
BUREAU OF /ND/VZDUAL TAXES
INHER/TANCE TAX nTVTS/ON
DEPTo 180601
HARRTSBURG, PA 17118-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
ZNHERZTANCE TAX
STATEMENT OF ACCOUNT
RE¥-1607 EX AFP (01-02)
HOWELL C METTE
METTE ETAL
PO BOX 5950
HBG PA 17110
DATE 10-28-2002
ESTATE OF CRUTTENDEN
DATE OF DEATH 12-15-2001
FILE NUMBER 21 01-025q
'-:COUNTY CUMBER LAND
ACN 101
I Amoun'l: Remi'~'~ed
MAR[ON W
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGTSTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credi~ ~o your account, submi~c ~he upper por~ion of ~his form wj~ch your ~:ax payment.
CUT ALONG THIS LINE ~ RETA'rN LOWER PORT[ON FOR YOUR RECORDS *~
ESTATE OF CRUTTENDEN MARION W F'rLE NO. 21 02-025q ACN 101 DATE IO-Z8-ZOOZ
THTS STATEMENT TS PROVIDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAMED ESTATE. SHOWN BELOW
TS A SUMMARY OF THE pR'rNCZPAL TAX DUE, APpLTCAT/ON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, TF APPLICABLE,
A PROJECTED 'rNTEREST FTGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-15-2002
PRZNCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYMENTS (TAX CRED[TS):
9,1ql.25
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
q57.06
03-Zq-ZOOZ
10-15-2001
COOOO95q
REFUND
.O0
8,691.00
6.85-
ZF PA/D AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADD/TZONAL INTEREST.
( ZF TOTAL DUE ZS LESS THAN $1,
NO PAYMENT 1S REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR),
TOTAL TAX CREDZT
9,1q1.23
BALANCE OF TAX DUE .00
ZNTEREST AND PEN. .00
TOTAL DUE .00
YOU MAY BE DUE A REFUND. SEE REVERSE S/DE OF THIS FORM FOR TNSTRUCTZONS. )