HomeMy WebLinkAbout02-0258PETITION FOR PROBATE and GRANT OF LETTERS
Estate of
also knowq as
, Deceased.
Social Security No.
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of ag~ or older an the execut~
in the last will of the above decedent, dated
and codicil(s) dated
To:
Register of Wills ,for the
County of (nun~_~,~ L~/t~13
Commonwealth of Pennsylvania
in the
named
, ~ Zoo 1..-
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C~/~&/~L./q/-./,;~ County. Pennsylvania, with
h 13 last family or principal residence at ~_ Oo (3 ~',~/r_ CTZ,~.~)L) )~"~o1~0 ~
(list street, number and muncipality)
Except a's follows, decedent did not m:~rry, was not divorced ar~d~id not have a child born or~adoptec~
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ ~o.: ~c,~
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania ~ e o
situated as follows: ~oa.e., /,I/~t-t,~,a., t?.,~?~ , ('rt,,ur, /~'// $ IZo~
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters /'-~J'7"/q/~/vi"//,~f~
theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
Sworn to or affirmed and subscribed
before me this ]3Lh ~ ~ day of
MARCH ~n. ~ ~
~ ~h~ Register
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF .~.g,r_.L-tTtu~) . f
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Estate Of ~RVEY E REESER A.K.A. HARVEY EARL REESER
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW MARCH 13, 2002 x~ , in consideration of thc petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated 01-23-2002
described therein be admitted to probate and filed of record as the last will oEIARVEY E REESER A.K.A
HARVEY EARL REESER ;
and Letters TESTAMENTARY
SHIRLEY M REESER
arc hereby granted to.
FEES
Probate, Letters, Etc .......... $ 235.00
Short Certificates(3 ) ' $ 9.00
Renunciation ................ $ 5.00 -
jcp $ 5.00
extraT~aT~~ $ I~.UU
272.00
Filed .3~-.1~t-~02 ..........................
mailed to attorney on 3-13-02
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
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 fonvarded 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
P 8031439 ~~ P,^R 08 zooz
Local Registrar
No. Date
'- Harvey Earl
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
Reeser
CERTIFICATE OF DEATH
o^te o~ ~m. z. a~t.~u~ee ~c.~ ~ .t~ce o~ ~at H ,C~ ~y ..~ -- -~. ~.~,~,.~. ~, o0~, .O., i
1919 ~ite Horse ,P~
Cumberland ,.E. Pennsboro ~p.,. /Jo/~ S~,R,'~ /tO~el /O / m~.~- .... white
.,,,General Fore~n m,,~steel ~-I. m. m ("~'" ,. married ,,. Shirley M. Dintaman
~m's~~m,,.c,~.~.z~ m~c~m's~u~ ,,..m,. Pennsylvania~ ,,,.~ m.~ Lower Allen
2008 Millto~ Road m"~
camp Hill, PA 17011 ~ ,m.~ Cumberland ~, ,~.~~ ,.
Harve~ P. Reeser ,,. Ada I. Wanner
Shirley M. Reeser ~. 2008 Millto~ Road, Camp Hill,PA 17011
~0 ~,~ Ol~,~.March ll, 2002 ~olling Green Memorial Par~,~owerl Allen ~.,Pk 17011
~u~ ~ ~~E ~ [ ~arthemore FH & CS, Inc.
~ -~ / ~ ]~. FD 013 340 L [m.P.O. Box 431~ New Cumberland, PA 17070-0431
Im I*a.
0 ~ ~ 0 ~- I~. ~. I~ I~,
~ I I -~ ..... ~.~ ,~..~.~.
m m~ ~. (~) m
' I~' [~. ~/~ [~. ,~ / I
--~.,-.,~....~. ........, ......... . .....................................................
fo ~ ~ of mY k~. ~am ~ at ~ ~. ~le, a~ pl~e, a~ d~ to t~ caul(s) a~ manne~ as s~t~ ..........................
'~D~AL ~AMINE~CORONER
......... ,- ........... · . o
LAST WILL AND TESTAMENT
OF
HARVEY E. REESER
I, HARVEY E. REESER, of Cumberland County, Pennsylvania, declare this to be
my Last Will, hereby revoking all prior wills and codicils.
FUNERAL EXPENSES
FIRST: I direct the payment of my funeral expenses, including my gravemarker,
as soon as may be convenient after my death.
PAYMENT OF DEATH TAXES
SECOND: I direct that all taxes that may be assessed in consequence of my death,
of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary
estate as a part of the expense of administration of my estate.
PERSONAL PROPERTY
THIRD: I bequeath those items of my household furnishings, personal effects,
and personal property as I may set forth in a separate signed memorandum to the persons
named in that memorandum.
DISTRIBUTION OF RESIDUE
FOURTH: I give, devise, and bequeath the following sums of money to the
designated beneficiaries, as follows:
a) One Thousand and 00/100 ($1,000.00) Dollars to my stepson, JACK
ESHELMAN, JR.;
b) One Thousand and 00/100 ($1,000.00) Dollars to my stepson,
STEVEN E. ESHELMAN;
c) One Thousand and 00/100 ($1,000.00) Dollars to my stepdaughter,
LINDA K. MULL;
d) One Thousand and 00/100 ($1,000.00) Dollars to my granddaughter,
JESSICA GREENE;
e)
g)
One Thousand and 00/100 ($1,000.00) Dollars to my granddaughter,
BETH ANN GREENE;
One Thousand and 00/100 ($1,000.00) Dollars to my granddaughter,
BOBBIE SUE GREENE; and
One Thousand and 00/100 ($1,000.00) Dollars to my stepdaughter
LORI A. KAPP
I give, devise, and bequeath to my said wife, SHIRLEY M. REESER, the right to
exclusive possession and occupancy of my home and real estate situate at 2008 Milltown
Road, Camp Hill, Pennsylvania, for a period of 12 months following my death. During
the twelve month period, no rent shall be paid to my estate.
I give, devise, and bequeath all the rest, residue and remainder of my estate, both
real and personal, as follows:
a)
b)
c)
One-third (1/3) thereof to my wife, SHIRLEY M. REESER, on the
condition that she survive me but in the event that she fails to survive
me, this gift, devise, and bequest shall lapse;
One-third (1/3) thereof to my granddaughter, DEANNA G. FAISON,
or if not living, grandson KENNETH E. GRUBER, or if both fail to
survive me, to issue per stirpes; and
One-third (1/3) thereof to the children of my son, GARY REESER,
to wit: ERIC REESER, WILLIAM REESER, and ANNE REESER,
to be divided equally among them, share and share alike.
PROTECTION OF BENEFICIARIES
(Spendthrift Provision)
FIFTH: No interest in income or principal shall be assignable by a beneficiary or
available to anyone having a claim against a beneficiary before actual payment to the
beneficiary.
TRUSTEE OF ESTATE OF
MINORS AND INCAPACITATED BENEFICIARIES
SIXTH: If any income or principal shall be payable to any person who shall be a
minor or who shall be incapacitated for any reason, my executor, as trustee shall hold
such income and principal during minority or incapacity and shall be entitled to apply
such income and principal to the health, maintenance, support and education of such
person during minority or incapacity without the appointment of any guardian or
committee or any authority of court. My trustee shall be entitled to make direct
application hereunder or to make application by payment of income and principal to the
parent or other person in charge of such minor or incapacitated person, or to his or her
guardian or to a custodian under the Uniform Transfers to Minors Act. Trustee may, in
discharge of all the Trustee's duties, pay any minor's share deemed impractical of
administration to the parent or other person in charge of the minor or to his or her
guardian or to a custodian for the minor under the Uniform Transfers to Minors Act. Any
remaining income and principal to which such person shall be entitled shall be distributed
to such person upon such person reaching the age of 18. My Trustee shall have the same
powers as my executor and shall serve without bond.
POWERS OF EXECUTOR
SEVENTH: I confer upon my executor the right to sell or otherwise convert any
real or personal property at public or private sale, at such time or times, in such manner,
and for such price or prices, and upon such terms and conditions as my executor shall
determine, and to execute and deliver good and sufficient conveyances, assignments and
transfers thereof, without liability of any purchaser for the application of any
consideration; to borrow money and to secure its payment by mortgage of real or personal
property, pledge of investments or otherwise, without liability on the part of the lenders to
see to the application thereof; to retain any investments at discretion; to invest and
reinvest at discretion, without restriction to so-called "legal investments;" to make
distribution in cash or in kind; and to do all other acts and things necessary or appropriate
in the management, administration and distribution of my estate.
APPOINTMENT OF EXECUTOR
EIGHTH: I appoint SHIRLEY M. REESER and DEANNA G. FAISON
executrixes of my will. I direct that my executrix shall not be required to furnish security
in any jurisdiction.
INTERCHANGEABILITY OF LANGUAGE
NINTH: Words used in the singular may be read to include the plural or the
plural may be read as the singular. Similarly, the masculine form may be read to include
the feminine and neuter; the feminine may be read to include the masculine and neuter;
and the neuter may be read to include the masculine and feminine.
HEADINGS
TENTH: The headings used on the various paragraphs of this will are included
for convenience only and shall have no legal significance.
I have signed this will this '2.5 day of
etarvey t~/lxeeser
Thomas J.
Aaron C. J~on
ACKNOWLEDGEMENT and AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA'
o
COUNTY OF CUMBERLAND ·
SS.
I, Harvey E. Reeser, the testator in, and Thomas J. Ahrens and Aaron C. Jackson,
the witnesses to the last will, the attached or foregoing instrument, who have signed the
instrument, having been duly qualified according to law do depose and say:
(a) that I, the testator, do hereby acknowledge that I signed and executed the
instrument as my last will, that I signed it willingly and as my free and
voluntary act for the purposes therein expressed; and
(b) that we, the witnesses, were present and saw the testator sign and execute the
instrument as his last will, that he signed it willingly and executed it as his free
and voluntary act for the purposes therein expressed; that each of us in the
hearing and sight of the testator signed the w~ll as a witness and that to the best
of our knowledge the testator was at that time 18 or more years of age, of
sound mind and under no constraint of/undue influence.
~'~l~v[y E. Re/ser -- \
Witness, TI~~
W~tn'ess, AarOn. Jackson
NOTARIAL SEAL -
~ M. AHRENS. NOTARY PUet.lC
Ky g0~.~t.$$1_0N I~[PtKt:J M ,
NCtary Public
Memorandum
1. All of the coins which compose my random coin collection to my grandchildren,
KENNETH GRUBER and DEANNA GRUBER FAISON to be divided equally
between them, share and share alike;
2. My 12 gauge Parker shotgun to my grandson, KENNETH GRUBER;
3. My old settee and the handmade rocking chair which I inherited from my great-
grandmother to my daughter, DIANE L. GREENE; and
4. My key wind, chain driven, bull's eye watch to my wife, SHIRLEY M. REESER.
5. I give the following to my wife, SHIRLEY M. REESER:
Snowbabies Collection
Cups and Saucer Collection, etc. "Shelby England"
Capodimonte Collection
Rose Plate Collection
Bing & Grondahl Christmas Ornament Collection
Gold light with red shade
Kash bowl and pitcher
Seth Thomas clock
Curio Cabinet
Grandfather Clock
Cherry dropleaf table and chairs
Secretary desk with open bookcase
Lenox China set
China tea set with silver roses
Cedar chest
Glass pitcher with three legs
2 pink glass baskets
Stein
Tin can collection
Ardmoire and jewelry
2 jewelry boxes and contents
Rose pitcher and glass set
Occupied Japan items
Croched bedspread and tablecloth
Cherry serving table
Leather furniture
All personal items
RENUNCIATION
County, Pennsylvania.
In Re Estate of
TO the Register of Wills of
The undersigned
deceased.
of
the above decedent, hereby renounce(s) the fight to administer the estate and respectfully ask(s) that Letters
be issued to
WITNESS
hand this ///~
__ day of
(Signature)
(Address)
(Signature)
(Address)
(Signature)
(Address)
Date of Death:_ f]~,/q~/'~ (/4 ~
To the Register:
I certify that notice of (benefici~ intent) ~te admJn~st~on r~uired by Rule 5 6(a~ of ~e ~ans'
or mailed to the following beneficiaries of the abov ~ ~ ~ Cou. Rules w~
served on ~captioned estate o c ~ / 2o~ ~ .
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except_
Capacity: ~ Personal Representative
~Counsel for personal representative
AJ OT'I
the Estate of~y ~. ~s~r
Jack Eshelm~, Jr.
evtn E, Eshel~
Linda K. Mull
Jessica ~eene
Beth ~ ~eene
Bobble Su~ ~eene
Loft A. Ka~o m ,
D, Ik ~u.?,fH /
Kenneth
Di~e L ~e~e . -
Dea~a ~ber F~son
Shirley M. Reeser
Comp ~ II, PA t 7o~ l
~ric ~eeser
4, co, d O
William
~e Reeser p
ZI
REV-1500
INHERITANCE TAX RETURN
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
~N~AME (LAST, FIRST, AND MIDDLE~NITIAL)
RESIDENT DECEDENT
~eese~, _Harvey E
/ D-~T~ DEATH (MM-DD-YE~)
/03/06/2002 I 02/01/1919
(i,~TF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
, Rceser, Shirley M
~ ~ ~: I [] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after
Od
FILE NUMBER
21 2002 0258
COUNTY COD_ --E YEAR N~UMBER
SOCIAL SECURITY NUMBER
189-09-7017
12-12-82)
[] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach
of Will)
copy of Trust)
[] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between
NAME
~ Thomas J. Ahrens
~: I~ N~M ~1 f~piic'ca blei ......... _
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
] 3. Remainder Return (date of death pdor to 12-13-82)
[] 5. Federal Estate Tax Return Required
__ 8. Total Number of Safe Deposit Boxes
[] 11. Election to tax under Sec. 9113(A) (Attach Sch O)
Ahrens Law Offices, P.C.
CE~EP~ N~E NUMBER
717/697-1800
1. Real Estate (Schedule A)
(1)
COMPLETE MAILING ADDRESS
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5)
6. Jointly Owned Property (Schedule F)
[] Separate Billing Requested (6)
7. Inter-Vivos 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)
5521 Carlisle Pike
Mechanicsburg, PA 17055
126,970.00
None
None
None
10,093.25
None
14,754.01
17,912.87
21,939.93
(8) 151,817.26
(11)
(12)
(13)
39,852.80
111,964.46
111,964.46
(14)
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)
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
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
28,778.81
83,185.65
Copyright 2000 form software only The Lackner Group, Inc.
X
X
X
.00
.045
.12
.15
(15) _ 0.00
(16) 3,743.35
(17)
(18)
(19) 3,743.35
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
DRESS
ITY- Camp Hill
2008 Milltown Road
PA
Tax Payments and Credits:
1, Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
187.17
ZIP
17011
(1) 3,743.35
3. Interest/Penalty if applicable Total Credits (A + B + C)
D. Interest
E. Penalty
Total Interest/Penalty (D + E) (3)
4.If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5.If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due. (5)
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(SB)
(2) 187.17
0.00
3,556.18
3,556.18
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
~' ~;I;i~ I~; use or income of the property transferred; ............................................................. Ye~s ~
right to designate who shall use the property transferred or its ncome; .................................... ~ ~
c. retain a reversionary interest; or ......................................................................................................
d. receive the promise for fe 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 secur ty at his or her death? .... [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate propert which
contains a beneficiary desi nat o ?
IF ~ g n ................................................................ Y
[]
Under Penalties o~pe~u~, i~ee~lare~h~h~ss return including accompany n schedule --, ....... PART OF THE RETURN.
preparer other than the p~rsonal re resent ' · ' . g s and statements and to the best Of my knowled e and behef it is true corre a d of
P ahve is based on all Information of whl g ct n com lete
-- ---- -- 'ch preparer has any knowledge ' ' "' ' ~--- D~'r~ti0n
SIG~/~P. PERiON 7ONSIBLE FOR FILING RETURN ADDRESS
' ~ 2008 Milltown Road DATE
~~'x'~~s"~ Camp Hill, PA 17011
'~ON ADDRESS
DATE
~I~N~TU~/~'~P~EPARER O~HE~ ~A~ R~ P R-E S~NT-A~[VE ADDRESS
-~ f t/ ~ I~1 Carlisle Pike
chanicsbur PA
17055 c-'_ Z ? ~"~
For dates of death on or after duly 1, 1994 and before Janua 1, . -
survtvmg spouse ~s 3% [72 P.S. §91115 (a) (1.1) (i)I ry 1995. the tax rate ~mposed on the net value of transfers to or for the use of the
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. §911t5 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still a~plicable 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.
COMMONWEALTH OF PENNSYLVANIA
iNHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE A
REAL ESTATE
Reeser, Harvey E 'FILE NUMBER- - ' - -
All real property owned sA,~, ....... 21 - 2002 - 025
· -,, ,~.~. ur as a tenant in common must be re orted at fair market value F ' -- ' zuo2 - 0258
at which property wou d be exc[anged between a willing buyer and a wil~r~g seller neither being com' e~rdr~oa~et value is defined as the price
reasonable knowledge of the relevant facts Real .-ro-ert,, w"'-'- ............ ' ......... P . uy or sell, both having
· ~' ~' x .-~,. m Jumoy-owneo wRn right o!survivorsnip must be disclosed on
schedule F.
ITl
NUMBER DESCRIPTION
1 House and land at 2008 Milltown Road, Camp HilT, PA 17011,
VALUE AT DATE OF
DEATH
126,970.00
Tax Parcel # 13-24-0803_017
TOTAL (Also enter on Line 1, Recapitulation) 126,970.00
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
Reeser, Harvey E
FILE NUMBER
21 - 2002 - 0258
Include the proceeds of litigation and the date
survivomh~ · the proceeds received by the estate. All property jointly-owned with the right of
p must be d~sclosed on schedule F. were
ITEM
NUMBER DESCRIPTION
1 CD# 31003910932829 at M & T Bank
VALUE AT DATE OF
DEATH
2 1992 Dodge Van 5,019.23
3 Coin collection 1,200.00
4 12 gauge Parker shotgun 2,824.02
5 Settee and rocking chair 250.00
800.00
TOTAL (Also enter on Line 5, Recapitulation) 10,093.25
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
Reeser, Harvey E I FILE NUMBER
21 - 2002 - 0258
This schedule must be completed and filed ~f the answer to an of
~ estions 1 throu
ITEM i DESCR PTION OF PROPERTY --- ~ ~- h 4 on pa e ~ ~
NUMBER ~ include the name of the transferee their relationship to decedent and the date of DATE OF DEATH I ~
.... l - Attach a c'opy of the deed for real estate, transfer. V~A~b~E~(~FL~A:S~iE~ iNDT,~C~.,~,~S.,' oE~XAC~pL~cSAI2EN) TAXABLE VALUE
1 ~ IRA Accou~ ~ ~0042-~035-06~3 Z ,; 0_ ~-. ~- .... I ..... [ ·
, · i~ 100~ 14,754.01
COMMONWEALTH OF PENNSYLVANIA
RESIDENT DECEDENT
ESTATE OF
Reeser, Harvey E
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
....... - I FILE NUMBER Debts of decedent must be reported on Schedule I
ITEM ' - --
NUMBER
A.
DESCRIPTION
FUNERAL EXPENSES:
Parthemore Funeral Home & Creation Services, Inc.
I ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City
State Zip
Year(s) Commission paid ~ "--'--- -- _
Attorney's Fees Ahrens Law Offices, P.C. -~ Thomas J. Ahrens
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Shirley M Rcescr
Street Address 2008 MJJJtown Road
City Camp Hill
_ State PA Zip 17011
Relationship of Claimant to Decedent Spouse
Probate Fees Cumberland County
AMOUNT
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
PA Inheritance Tax filing fee
Executrix notice in The Sentinel
7,470.00
6,500.00
3,500.00
272.00
15.00
80.87
Total of Continuation Schedule(s)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
- RESIDENT DECEDENT
ESTATE OF
Reeser, Harvey E
Schedule H
Funeral Expenses &
Administrative Costs continued
Executrix notice in the Cumberland County Law Journal
FILE NUMBER
21 - 2002 - 0258
~ ~:oo ~
Page 2 of Schedule H
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Reeser, Harvey E
Include unreimbursed medical expenses.
ITEM
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
FILE NUMBER
21 - 2002 - 0258
NUMBER DESCRIPTION
1 Loan Suffix 01 on account # 205365 at Members 1st FCU
2
3
4
Additional Income tax due for 2001
Bankcard Services credit card # 5329 0170 7700 1920
Loan Suffix 02 on account # 183020 at Members 1 st FCU ~ Comaker is Shirley Reeser, therefore 50
$345.87
of
AMOUNT
20,905.79
146.00
715.20
172.94
TOTAL (Also enter on Line 10, Recapitulation)
21,939.93
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
.... RESIDENT DECEDENT
ESTATE OF
SCHEDULE j
BENEFICIARIES
NUMBER
I.
Reeser, Harvey E
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Jack Eshelman, Jr.
206 10th Street, New Cumberland, PA
Steven E. Esghelman
304 Third Street, Summerdale, PA
Linda K. Mull
25 Oakwood Avenue, Mechanicsburg, PA
Jess/ca Greene
! 02 Greenwood Road, New Cumberland, PA
Beth Ann Greene
109 Market Street, Lewisberry, PA
Bobbie Sue Greene Mikos
8737 West Road, Salisbury, MD
Lori A. Kapp
40 N. Filey's Road, Dillsburg, PA
J
i FILE NUMBER
21-200:-0258
RELATiONSHiP TO
DECEDENT AMQUNT OR SHARE
----~Not~.ls~__ OF ESTATE
Stepson
Stepson
Granddaughter
Granddaughter
Stepdaughter
1,000.00
1,O00.O0
!,000.00
!,000.00
1,000.00
1,000.00
1,000.00
See Continuation Schedule(s) attached
Enter dollar amounts for distributions _L _ . j~
eon lines 15 through 17, as appropriate on Rev 1
II. i , 500 cover sheet
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Reeser, Harvey E
NUMBER ii NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
Io I TAXABLE DISTRIBUTIONS (include outright spousal distributions)
I Kenneth Graber
8 / 12 W. Pine Street, Enola, PA
9 ~rDiane L. Greene
I 12 W. Pine Street, Enola, PA
,I
Deanna Graber Faison
10 / 5117 Windermere Avenue, Norfolk, VA
11 ~ Shirley M. Reeser
,2008 Milltown Road, Camp Hill, PA
12 I Eric Reeser
I~ P.O. Box 63, Rico, CO
13 / William Reeser
~12265 NW Johnson Street, Apt. 206
~1 Portland, OR
14 ~1 Anne Reeser Pauck
3916 NE 13th Avenue, Portland, OR
SCHEDULE j
BENEFICIARIES continued
FILE NUMBER
21 ~ 2002 - 0258
RELATIONSHIP TO '
DECEDENT / AMOUNT OR SHARE
I Grand~nn J
anason /Shotgun & I/2 of coin
I' Daughter
Granddaughter
Spouse
Grandson
Grandson
Granddaughter
collection
Settee & rocker
11/2 of coin collection &
1/3 of residue of estate
iUse of house for I year
/& 1/3 of residue of
,lestate
1/9 of residue of estate
)/9 of residue of estate
1/9 of residue of estate
Page 2 of Schedule J
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 001215
AHRENS THOMAS J
5521 CARLISLE PIKE
MECHANICSBURG, PA
17050
........ fold
ESTATE INFORMATION: SSN: 189-09-7017
FILE NUMBER: 2102-0258
DECEDENT NAME: REESER HARVEY E
DATE OF PAYMENT: 05/24/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 03/06/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $3,556.18
REMARKS:
TOTAL AMOUNT PAID:
THOMAS J AHRENS ESQUIRE
$3,556.18
SEAL
CHECK#109
INITIALS: VZ
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF ZNDTVZDUAL TAXES
ZNHER'rTANCE TAX DZVZ$*rON
DEPT. 28060].
HARRTSBURG, PA 17].78-060].
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF ZNHERZTANCE TAX
APPRAISEMENT, ALLOWANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
THOMAS J AHRENS
AHRENS LAW OFFICES
5521 CARLISLE PIKE
MECHANICSBURG PA
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
06-Zq-ZOO2
REESER
O$-06-ZOOZ
21 02-0258
CUHBERLAND
101
Amount Remitted
REV-l;47 EX AFP {gl-92)
HARVEY E
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 1701:5
CUT ALONG THZS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP [01-02} NOTICE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLOWANCE OR
DZSALLO#ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF REESER HARVEY E FILE NO. 21 02-0258 ACN 101 DATE 06-2q-2002
TAX RETURN #AS: (X} ACCEPTED AS FZLED ( } CHANGED
RESERVATZON CONCERNING FUTURE INTEREST - SEE REVERSF
APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. ReaZ Estate (Schodulo A}
2. Stocks end Bonds {SchIdule B)
$. Closely Held Stock~Partnership Interest (Schedule C}
4. Nortgages/Notas Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jo/ntly Owned Property (Schedule F)
7. Transfers (Schedule G)
B. Total Assets
APPROVED DEDUCTIONS AND EXEHPTZONS:
9. Funeral Expenses/Ado. Costs/Hisc. Expenses (Schedule H)
10. Debts/Mortgage L/abil~tles/Lions (Schedule 1)
11. Total Deduct/ons
12. Net Value of Tax Rotu~n
15.
14.
NOTE:
(1) 1261970.00
(2) .00
(s) .00
(4) .00
(5) 10109:5.25
(6) .00
(7) 1qz75q. O1
(B)
17,912.87
(9)
(10) 21.9:59.9:5
(11)
(12)
Char/robie/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
Nat Value of Estate Sub.~ect to Tax (14)
NOTE: To /nsure proper
cred/t to your account,
subm/t the upper port/on
of th/s fore w/th your
tax pay.ont.
151,817.26
ASSESSHENT OF TAX:
39.R~2.80
111,96~.~6
.00
111,96q.~6
(15) 28,778.81 x O0 = .00
(16) 8:5,185.65 x OR5 = 3,7~:5.:55
(17) .00 X 12 = .00
(18) .00 x 15 = .00
(19)= 3,7~3.35
Zf an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 w111
reflect figures that include the totaZ of ALL returns assessed to date.
15. Amount of L/ne 14 at SpousaZ rata
16. Amount of L/ne 14 taxable at LAneal/Class A rate
17. Amount of L/ne 14 at S/bl/ng rate
18. Amount of L/ne 14 taxable at Collateral~Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECE/P1- DISCOUNT
DATE NUMBER INTEREST/PEN PAZD (-)
05-2q-2002 CD001215 187.17
AHOUNT pA'rD
3,556.18
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDIT/ONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
$,7q:5.35.00 J
.00
.00
( ZF TOTAL DUE ZS LESS THAN $1~ NO PAYHENT TS REQUZRED.
ZF TOTAL DUE TS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR TNSTRUCTZONS.)
,...,.o, REV-1500
OO"MONWEALTHOF.E..SYLVA.,A INHERITANCE TAX RETURN
DEPARTMENT OF REVENUE
OE.T. 2~,o6ot RESIDENT DECEDENT
HARRISBURG, PA 17128-~01
DECEDENTS NAME (~ST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
189-09-7017
[ Reeser, Harvey E
iDA~E OF DEATH (MM-DD-YEAR)
03/06/2002
DATE Of BIRTH (MM-DD-YEAR)
I 02/01/1919
i(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
' Reeser, Shirley M
I [] ~ Originai Return
[] 4. Limited Estate
[] 6. Decedent Died Testate (Attach copy
of Will)
[] 9. Litigation Proceeds Received
[] 2. Supplemental Return
] 4a. Future Interest Compromise (date of death after
12-12-82)
[] 7. Decedent Maintained a Living Trust (Attach
copy of Trust)
[] 10. Spousal Poverty Credit (date of death between
l Thomas J. Ahrens
FiRM ~IAM~ (If apple)
Ahrens Law Offices, P.C.
TELEPHONE NUMBER
717/69% 1800
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
RE_GISTER OF WILLS
SOCIAL SECURITY NUMBER
[] 3. Remainder Return (dfii~ of~ath Wior t~ 12:i3-82)
[] 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
[] 11 .Election to tax under Sec. 9113(A) (Attach Sch O)
5521 Carlisle Pike
Mechanicsburg, PA 17055
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
[] Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
None
None
None
None
None
None
None
3,123.88
12. Net Value of Estate (Line 8 minus Line 11)
(8)
(11) 3,123.88
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) (14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate, - 1,041.29 x .00 (15)
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
. . ~-2,~082.59'
x .045 (16)
x .12 (17)
x .15 (18)
(19)
O
(12) -3,123.88
(13)
-3,123.88
0.00
-93.72
-93.72
20. []
ATH<<
Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
I'STREET ADDRESS 2008 Milltown Road
C~T~ Camp Hill
STATE PA ~P 1701 !
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
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. (4)
Check box on Page 1 Line 20 to request a refund
If 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. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
(1) -93.72
0.00
0.00
93.72
0.00
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .................................................................................. []
b. retain the right to designate who shall use the property transferred or its income; .................................... []
c. retain a reversionary interest; or ......................................................................................................
d. receive the promise for life of ether 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? ......... [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ...................................................................................................................... [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration
preparer other than the personal representative is based on all information of which preparer has any knowledge, of
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS ......
Shirley~ 1~ R~eser DATE
..... -'~ 2008 Milltown Road ~ . .
~~/~/~/~ ~eff~'~ Camp Hill, PA 1701
SIGNATURE OF.~ERSCfN RE.,,~'~I~'~FSR FILING RETURN ADDRESS .......... ~-~
SI~ATU-RE O¥ PR~P~ER 6THER THAN REPR-ESENTATIV~ ~DDR~:SS- .... -
Thomas J. Ahrenj DATE
5521 Carlisle Pike
Mechanicsburg, PA 17055
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116
1.2) [72 P.S. §9116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116 (a) (1.3)]. A sibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
ESTATE OF
Reeser, Harvey E
FILE NUMBER
21 - 02 - 0258
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
Bowling Green Cemetery Company, Co-borrower on account # 103817
TOTAL (Also enter on Line 10, Recapitulation)
AMOUNT
3,123.88
3,123.88
REV-l~13 EX+ (9-00) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
NUMBER
II.
Reeser, Harvey E
FILE NUMBER
21 - 02-0258
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Deanna Gruber Faison
5117 Windermere Avenue, Norfolk, VA
Eric Reeser
P.O. Box 63, Rico, CO
William Reeser
2265 NW Johnson Street, Apt 206. Portland, OR
Anne Reeser Pauck
3916 NE 13th Avenue, Portland, OR
Shirley M. Reeser
2008 Millotwn Road, Camp Hill, PA
RELATIONSHIP TO AMOUNT OR SHARE
DECEDENT OF ESTATE
__ ~ Not List~rusJ~e(s)_ t - '
Granddaughter '1/3 of residue - 1,041.29
Grandson of residue -347.10
Grandson il/9 of residue -347.10
Grandsughter
Spouse
1/9 of residue -347.10
1/3 of residue -1,041.29
NON-TAXABLEEnter dollar amountSDisTRiBUTiONs:fOr distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
BUREAU OF ZNDZVZDUAL TAXES
ZNHERZTANCE TAX DTVZSZON
DEPT. 280601
HARRZSBURG, PA 17118-D601
COHHONWEALTH OF PENNSYLVANZA
DEPARTNENT OF REVENUE
NOTZCE OF ZNHERZTANCE TAX
APPRAZSENENT, ALLO#ANCE OR D/SALLONANCE
OF DEDUCTZONS AND ASSESSNENT OF TAX
THOHAS J AHRENS
AHRENS LAW OFFZCES
5521CARLZSLE PZKE
HECHANZCSBURG
PA 17055
DATE
ESTATE OF
DATE OF DEATH
FZLE NUNBER
COUNTY
ACN
REV-lee? EX AFP (D1-02)
12-02-2002
REESER
05-06-Z002
21 02-0258
CUHBERLAND
101
Aeoun~ Reei~ed
HARVEY E
HAKE CHECK PAYABLE AND RENTT PAYNENT TO:
REG]:STER OF WTLLS
CUHBERLAND CO COURT HOUSE
CARLTSLE, PA 17015
CUT ALONG THZS LZNE ~ RETAZN LOWER PORTZON FOR YOUR RECORDS ~
REV-1547 EX AFP (01-OP) NOTZCE OF ZNHERZTANCE TAX APPRAZSENENT, ALLOWANCE OR
D]:SALLOWANCE OF DEDUCTZONS AND ASSESSNENT OF TAX
ESTATE OF REESER HARVEY E FZLE NO. 21 02-0258 ACN 101 DATE 12-02-2002
TAX RETURN NAS: (X) ACCEPTED AS F/LED ( ) CHANGED
RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVF. ASF
APPRAZSED VALUE OF RETURN BASED ON: SUPPLENENTAL RETURN NO. 01
1. Real Es~a~e (Schedule A) (1) .00
2. S~ocks and Bonds (Schedule B) (2) .00
$. Closely Hold S~ock/Par~narsh/p Zn~eres~ (Schedule C) ($) .00
~. Nor~gagas/No~as Reca/vabla (Schedule D) (q) .00
5. Cash/Bank Deposi~s/N/sc. Personal Propar~y (Schedule E) ($) .00
6. Jo/n~ly Owned Proper~y (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. To~el Asse~s (8)
APPROVED DEDUCTZONS AND EXENPTZONS:
9. Funeral Expanses/Adm. Cos~s/H/sc. Expenses (Schedule H) (9) .00
10. Deb~s/Nor~gage L/ab/1/~ies/L/ens (Schedule I) (10) 32123.88
11. To,al Deductions (11)
12. Ne~ Value of Tax Re~urn (12)
15.
lq.
NOTE:
Cher/~able/Governmen~al Bequests; Non-elac~ed 9115 Trus~:s (Schedule J) (15)
Ne~: VeZue of Es~:a~e Subjec~ ~o Tax (1~}
Zf an assessment ~as issued previously, lines 14, 15 and/or 16, 17,
reflect flgures that include the total of ALL returns assessed to date.
NOTE: To insure proper
cred/~ ~o your account,
subm/~ ~he upper pore~on
of ~h/s form w/~h your
~ax payment.
ASSESSHENT OF TAX:
15. Amoun~ of L/ne lq a~ Spousal ra~e
16. Amoun~ of L/ne 1~ ~axable a~ Lineal/Class A ra~e
17. Amoun~ of L/ne lq a~ Sibling re~e
18. Amount: of L/ne 1~ ~axable a~ Colla:kerel/Class B ra~:e
19. Principal Tax Due
TAX CRED]:TS:
PAYNENT RECEZP1 DTSCOUNT (+)
DATE NUNBER :]:NTEREST/PEN PAZD (-)
05-2~-2002 CD001215 182.~8
11-15-2002 REFUND . O0
.00
3,123.88-
ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE
FOR CALCULATZON OF ADDZTZONAL ZNTEREST.
.00
108,8~0.58
.00
.00
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS REI~UZRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDTT" (CR), YOU HAY BE DUE
A REFUND. ~ REVERSE SZDE OF THZS FORH FOR ZNSTRUCTZONS.)
(1.;) 27,737.52 X O0 = .00
(16) 81,103.06 X 0~5= 3,6~9.63
(17) . O0 x 12 = . O0
(18) .00 x 15 = .00
(19)=
ANOUNT PAZD
3,556.18
89 03-
TOTAL TAX CREDZT
BALANCE OF TAX DUEI
ZNTEREST AND PEN.
TOTAL DUE
3,6~.9.00.63 I
18 and 19 wlll
BUREAU OF TNDZVZDUAL TAXES
TNHER'rTANCE TAX Dzv'rszoN
DEPT. 180601
HARRTSBURG, PA 17128-0601
THOHAS J AHRENS
AHRENS LAN OFFICES
5521 CARLISLE PIKE
MECHANICSBURG PA 17055
COMMONNEALTH OF PENNSYLVANZA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
~OVNTY
ACM
1Z-09-ZOOZ
REESER
05-06-2002
21 02-0258
CUHBERLAND
101
Amoun'l' Remi~ed
REV-I&07 EX AFP
HARVEY E
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF MILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To insure proper credit: ~o your account:, submit: ~:he upper portion of ~:his form wi~:h your ~:mx payment:.
CUT ALONG TH'rS LINE ~ RETA'rN LONER PORTION FOR YOUR RECORDS *-~
REV-1607 EX AFP (01-02) ~#~ 'rNHER'rTANCE TAX STATEMENT OF ACCOUNT ~
ESTATE OF REESER HARVEY E FTLE NO. 21 02-0258 ACN 101 DATE 11-09-2002
THTS STATEMENT TS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACM TN THE NAMED ESTATE. SHONN BELON
ZSA SUMMARY OF THE PR/NCZPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST F/OURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 1Z-OZ-Z00Z
PRINCIPAL TAX DUE:
PAYMENTS (TAX CREDITS):
$,6q9.65
PAYMENT
DATE
05-Zq-200Z
11-25-2002
RECEIPT
NUMBER
CD001215
REFUND
DISCOUNT C+)
INTEREST/PEN PAID (-
182.q8
.00
AMOUNT PAID
$,556.18
89.05-
IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
TOTAL TAX CREDIT $,6q9.65
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
REGISTER OF WILLS OF CUMBERLAND COUNTY
COMMONWEALTH OF PENNSYLVANIA
IN RE: ESTATE OF Harvey Earl Reeser
* NO. 2002-0258
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
Will No.: 2002-0258
Harvey Earl Reeser
March 6, 2002
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with
respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete: Yes X No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
Did the personal representative file a final account with the Court?
Yes No X
bo
The separate Orphans' Court No. (if any) for the personal representative's
account is:
Co
Did the personal representative state an account informally to the parties in
interest? Yes X No
Date:
d. Copies of receipts, releases, j oinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be attached
to this report. ,~/, /~
Signature
Thomas J. Ahrens, J.D.
Name (Please type or print)
5521 Carlisle Pike
Mechanicsburg, PA 17050
Address
(717) 697-1800
Telephone No.
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