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HomeMy WebLinkAbout04-0058Register of Wills of Estate of Ruth M. Burkey also known as Larry E. Burkey Petitioner(s), who is/are 18 years of age or older, apply(les) for: Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS .o. , Deceased Social Security No. 179- 30 - 2529 (COMPLETE 'A' or 'B' BELOW:) [] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut the Decedent, dated and codicil(s) dated named in the last Will of State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: B. Grant of Letters of Administration (c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence Larry E. Burkey Richard E. Burkey Russell H. Burkey Son Son Son (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland or principal residence at 133 E. Dauphin Street, Decedent, then 65 years of age, died 09/14/2003 IHarrisburs, PA Mechanicsburs, Enola, PA PA County, Pennsylvania with his/her last family East Pennsboro Township (liststreet, number, and municipality) at Enola, PA Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in PA) Personal property in Pennsylvania (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania situated as follows: 133 E. Dauphin Street, East Pennsboro Township, (Location) 70,000.~00 Cumberland County, PA 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:  Si. gma~ure T~/ped or printed name and residence ~ ~ / >'~--~ 231 Resent Road, I~arrisbur~, PA 17112 Prepared by the Pennsylvania Bar Association .... Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s)will well and truly administer the, estatx~cording to.,~., la~ ~ Sworn to or affirmed and subscribed Larry ~.7 ~ before me this I t~.~t~day Of No. Estate of Ruth M. Burkey Social Security No: 179-30-2529 Deceased Date of Death: 09/14/2003 AND NOW, , .. , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before IT IS DECREED that Letters L'---J Testamentary ~ Of Administration (c.ta.; d.b.n.c.t.a.; pendente lite; durante absenfia; durante minoritate) are hereby granted to Larry E. Burkey in the above estate and that the instrument(s) dated described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........... $ 115.00 Short Certificate(s) ..... $ 3.00 Renunciation ........ $ 10. O0 Affidavits ( ) .... $ Extra Pages ( ) .... $ Codicil ........... $ JCP Fee .......... $ Inventory .......... $ Other ........... $ TOTAL ......... $ Prepared by the Pennsylvania Bar Association Register of Will Attorney: Edward P. Seeber, Esquire I.D. No: 76084 JAMES, SMITH, DIE1TERICK & CON.. Address: 134 Sipe Avenue Hummelst own, PA 17036 Telephone: 717/533-3280 ' ~-~%, ~ooq Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) Register of Wills of Cumberland County, Pennsylvania Estate of Ruth M. Burkey also known as RENUNCIATION , Deceased The undersigned, . U~.,~f ~ ~ ,%~ (Relationshj~ (Capa~i~) ~ the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters be issued to of (Signature) (Address) (Signature) (Address) (Signature) Sworn to or affirmed and subscribed before me this 2. '~day of /)£e , ~.~ f - M.y Comm,sslon Expires: /~/~//0~ (Signature and seal of Nota~ or other official qualified to administer oaths. Show date of expiration of Notary's commission.) Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. (Address) NOTE: Renunciations executed outside the Office of Register of Wills In some counties are required to be notarized. Form #RW-4 (1991) Register of Wills of Cumberland Estate of Ruth M. Burke.y_ also known as RENUNCIATION County, Pennsylvania .o. 2m-oH-5~ , Deceased The undersigned, ' ~ (Relationship) (Capa~ the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters be issued to day of of (Signature) (Address) (Signature) Sworn to or affirmed and subscribed before me this MN;tacr~° mP'rr~l~o n Expires: (Signature and seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's commission.) Prepared by the Pennsylvania Bar Association Copyright lc) 1996 form software only CPSystems, Inc. (Address) Stephm~e L. eaffey, Notaw Pub~ NOTE: Renunciations executed outside the Office of Register of Wills ~n some counties are required to be notarized. Form #RW-4 (1991) his is to certi~/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 photogral~. Fee for this certificate, $2.00 Mary T. Gray o- ~ Deputy Registra " 4308 BerMey St. Harrlsburo, ~A. i 7 i 09 Local tXegfstrar P 9702268 No. COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS ,,P~m,T CERTIFICATE OF DEATH "~"~"~ ;)9- I l 0 (Coroner) BLACK INK 65 Cumberland Date E FIrE NUMAR Female )7~' ,~- ,~'~ 29,2003 ~r C~i~v;~,,o, i~. ,~,~, ~ ~,0~ East Pennsboro Enola Dr. At East Dauphin St September 14, 2003 September 14, 2003 · . .~_t._z_e. ffraumatic Injuries ~X~TO(C~~ ,. M_o~:_o_? Vehicle Crash [] ~ [] Aprx. ~ .-~,w~ 0 apt 14, 2003 8:20 A ~ [] ~ operator pulled from stop vehicle. )la, PA Chief Deputy 2003 ueptCoroner 6375 Basehore Rd., Suite ~! Mechanicsburg, Pa. 17050 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Will No. To the Register: RUTH M. BURKEY September 14, 2003 Adm. No. 2004-00058 I certify that notice of estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on January 27, 2004. .Name .Address LinTy E. Burkey Russell H. Burkey, III 231 Regent Road Harrisburg, PA 17112 133 E. Dauphin Street Enola, PA 17025 Richard E. Burkey 17 Robin Court Mechanicsburg, PA 17055 Notice has now been given to all personal entitled thereto under Rule 5.6(a) except Date: Signature f /~ ~.........--~/ Name ~d/a~rd P. Seeber, Esquire Address 134 Sipe Avenue Hummelstown, PA 17036 Telephone ( 717 ) 533-3280 Capacity: Personal Representative X Counsel for Personal Representative June 16,2004 Law Offices The Estate Security Formula P.O. BOX 650 Hershey PA 17033 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 280601 HARRISBURG, PA 17128-0601 Telephone (717) 787-3930 FAX (717) 772-0412 Dear Sir/Madam: Re: Estate of Ruth M. Burkey File Number 2104-0058 This is in response to your request for an extension of time to file the Inheritance Tax Return for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before 12/14/04. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. / ,¢ ?" .'.;~ ,4' ./ / ,~.-~,.~.~ / ' _...-: ~- Claudia Maff~i',' 8Upe~ieor: Document Processing unit Inheritance Tax Division ~, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280801 HARRISBURG. PA 17128.()801 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT JAMES SMITH DIETTERfCK ET AL POBOX 650 HERSHEY, PA 17033 ----fold ESTATE INFORMATION: SSN: 179-30-2529 FILE NUMBER: , 2104-0058 DECEDENT NAME: BURKEY RUTH M DATE OF PAYMENT: 08/10/2005 POSTMARK DATE: 08/10/2005 COUNTY: CUMBERLAND DATE OF DEATH: 09/14/2003 REV-1 162 EXf1 1-96} , NO. <to 005674 ACN ASSESSMENT CONTROL NUMBER AMOUNT I ~------ 1 101 I '$1,811.04 I I I I I I I I 1 I I I TOTAL AMOUNT PAID: REMARKS: JAMES SMITH DIETTERICK & CONNELLY LLP CHECK# 6358 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WIllS 1$1,811.04 GLENDA FARNER STFSBAUGH REGISTER OF WILLS ./,.h I . " I I .1 r'--~','_.- ..v.1IM ill. <<-I . " .""?' ;i~, '.; REY-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMIU OFFICIAL USE ONLY !Z . ~ COMMONWEAlTH OF PENNSYLVANIA DEPAR'nmfT OF REVENUE DEPT. 280801 HARRlSBURG. PA 1712I-0I01 DECEDl!N'r8 NAME (lAST, FIRST, AND MlODl.E INITIALI Burkey, Ruth M. MTE OF DlfAnt <--DIl-YEAR) DOO sg NUMIIER FILED IN IlUPI.lCATE WITH lHE REGIS ER OF WILLS IOCII\l SECURITY HER I!! II! [!J 1. 0rigIn8I Relool o 4. LlmilIId Estate o 8. De*ent Died T...... c- CCllI' d WIll o 8. l.ItIgMIon PftlCI8d8 ReceIved o 2. Supplemental Return O 4.. F..... -COrnpfomIoe (_d__ 12.12-82) o 7. o-dent Maintained . I.Mng Trust (Ana capy'alTNoI) o 10. ~~redIt(_d_""" 03. _Retun( o 5. Feder8I Eal8te T o 8. TOl8l Number of o 11. EIeclIon 10 tax u d _ prior to 12.13-821 . FFICIAL atE ONLY. c:::::> '",0 c.n "-C:o :1:>00 i.-' -0 c:: "IO (i") '::;~F;i .-"".:0 0 7G0^ (") 0 .." ) 0 -n .... c)c ..... ~ r::? MTE DF BIRTH (MM-OIl-YEAR) 09-14-2003 08-29-1938 (IF APPLICAIIlE) 8URVMNG SPOUSE'I NAME ( lAST, FIRST AND MIDDLE 1N1T1I\l1 I NAME Edward P. Seeber FIRM NAME (f....-..) James, Smith, DleUerlck & Connelly, LLP TELEPHONE NUMBER 717/533-3280 1. Real &tate (Schedule A) 2. St0ck8 and Bondi (Schedule B) 3. CIDIeIy Held Corporation, Partnership or Sole-Proprietorahlp 4. MorigIIgea & NOte. Reoaivlble (Schedule 0) 5. Caah, Bank Depoaila & MlaceH8neoua P8I'Ional Property (Schedule E) 6. ~ Owned Property (Schedule F) o Separate BIllIng Requested 7.Inter-VIvoa Tnlnlrera& MlsceIIaneoua ~ Property (Schedule G or L) 0 Separate BIIIinO ReqUHled 8. Total Grou ABMla (totalLineI 1-7) 9. Funeral Expenses & Admlnlstratlve Costs (Schedule H) (11) (12) (13) (14) I i I x.OO (15) I x ~ (16) 1 - I x .12 (17) I x .15 (18) I I (19) ~ , 134 Slpe Avenue Hummel.town, PA (1) 60,000.00 (2) None (3) None (4) None (5) 1,500.00 (6) None (7) None (9) 22,121.19 o (8) 61,500.00 22,121.19 39,378.81 0.00 39,378.81 0.00 1,772.05 0.00 0.00 1,772.05 I L t1 &!- 10. Debts of Decedent, Mortgage LiabHltlea, & LIena (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Eatata (Line 8 minus Line 11) 13. CharitIbIe and GoveI1llllentaI BequelllslSec 9113 TruI" for which an election to tax hal not been made (Schedule J) 14.NetVaJue Subject to Tax (Line 12 m11lU1 Line 13) SEE INSTRUcnONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable aJ the spousal tax rate, 0.00 ortransfera underSec. 9116(a)(1.2) ~ ~ :::I L 8 s 18. Amount of Une 14 taxable at lineal rate 17. Amount of Une 14 taxable at Ilbllng rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due I COPr\'llhl_..... __ .&~ onty n. Lackner GrouP. Inc. 39,378.81 0.00 0.00 ~ Decedent'. Complete Add.....: STREET ADDRESS 133 E. Dauphin Str..t CITY Enola ISTATE PA /ZIP 17025 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. ClIldilslPayments A Spousal Poverty CredlI B. Prior Payments C. Discount , I 0.00 ~1) I I I I I Total ClIldlts (A + B + C) (2) i I 1,772.05 3. InlelestlPenalty if ItIlPIIcable D. Intarut E. Penalty 0.00 38.99 TotaIlntareallPenally (0 + E) 3) 4. If Line 2 ia greater than Une 1 + Line 3, enter the dIfI'wenc:e. ThIs IIIhIDVERPA VMENT. 4) ChecIc box on Page 1 une 20 to requtst .'NIfund 5. If Line 1 + line 311 greater than Line 2, enter the dlIrer8nce. Thll ia th4l'AX DUE 5) A. Enter the interest on the tax due. B. Enter the total of Une 5 + SA. This II theBALANCE DUE Make Check Payable to: REGISTER OF WILLS, AGENT 38.99 1,811.04 1,811.04 PLEASE AN8WE:R THE FOLLOWING QUesTIONS BV PlACING AN "X. IN THE APPRQP TE BLOCKS 1. Did decedent make a tranlferand: 'I v.. No a. retain the UN or income of the property tran.fiIrred:........................................................................+.. ~ ; ~ ::: ~~":::::::~~~~~.~.~.~.~~.~~~~..~.~.~:..............................:::::::::::::t... = d. receive the promise for life of either payments, benelita or care?...................................................... ... x 2. If death occulTlld alter December 12, 1982, did decedent transfer property within one year of death with III receiving lIdequate COnaideration?..........................................................._.................................................. 0 3. Did decedent own an "in tru.t for" or payable upon death bank account or security at his or her death?........ 0 4. Did decedent own an individual Retlrement Account, annuity, or other non-probate property which contains a benelic:lary dealgnation?.............................-............................................................................... 0 [!] IF THE ANSWER TO ANY OF THE ABOVE QUESnONa ~ YEs, YOU MUST CClMPUTE SCHEDULE G AND I'Ll! IT AS PAR OF THE RETURN. ~""'~~.I--_I_~Ihlo-. inc:Ildlg_.+-~__...--. ...1O"'_dmy'"-'edge'" .llo"""._... d -"''''Io_'''''__d_ 11M . ~TURE PERSON RE8PONSI8LE FOR FI.ING RETURH ADDRESS Bu [!] [!] DATE 231 Regent Road Harrisburg, PA 17112 ADDRESS 134 Slpe Avenue Hummeietown, PA 17036 DATE SS For dates of death on or alter July 1, 19M and befant January 1. 1995, the tax rate imposed on the net value of transfe to or for the use of the surviving spouse 113% [72 P.S. 59116 (a) (1.1) (I)). For dates of death on or alter January 1, 1995, the tax rate Imposed on the net value of tranafera to or for the use of the urviving spouse Is 0% [72 P.S. 59116 (a) (1.1) (11)). The atall- noIl1X8fl11l1a tranafar to a .urviving IflOUH from tax, and the statutory raq lren1ents for dlacloaul1l of assets and filing 1 tax I1Itum ... t\ln applicable even If the .urviving spouse Is the only benefielary. For dates of death on or after July 1, 2000: I The tax rate Imposed on the net value oflranlfers from a de.,....d child twenty-one years of age or younger at death to lor for the use of a natural pal1lnt, an adoptive parant, or a stepparent of the child Is 0% [72 P.S. 59116 (a) (1.2)). I The tax rate Imposed on the net value of tran.tars to or for the USlI of the decedent'. lineal beneficiaries is 4.5%, except r noted in 72 P.S. 59116 1.2) [72 P.S. 59116 (a)(1)]. I The tax rate imposed on the net value oftrensfera to or for the use of the decedent'. .ibling. is 12% [72 P.S. 59116(1) ( .3)]. A.1bIing Is defined under SectIon 9102, a. an individual who has at Iea.t one parant in common with the decedent, whether by or adoption. .. ~ ?t'~ - ......-;. ....,_"'..,,~;:.;~ _t_ 0+ (_, '* SCHEDULE A REAL ESTATE -.,..1l.....tH" flBM'YLV....... __TAlCMlIM -- ESTATE OF Burkey, Ruth M. FILE NU R All.... ___-......, -. ._..._ _ be ~alfIIlr__ F__ vaIua Ie _ u.. prtoall --- .... m.,.ond. wiling _. _balng......,-tDbuy or.... boIh Iltlwfng _~ "'.. -____IaJalnlly__IIghl"''''-''_be_ on_ F. VALUE AT DATE OF DEATH ITEM NUMBER DESCRIPTION 1 Real Estate situate at 133 East Dauphin St....t, East Pennsboro Township, Enola, Pennsylvania - valued per sales price 60.000.00 TOTAL (Also enter on Line 1, RecapItulation) 60.000.00 (If more .... . 1lINldad, IddllIoneI P8Qea of lha _ Ilze) Copyright (c) 2002 fonn soflwal8 only The Lackner Group, Inc. Form PA01t ScheduleA (Rev. 6-98) I I '1 /,,~ ""q".':1.;J- _ ,. EX. (S4) . *' SCHEDULE E CASH, BANK DEPOSits, & MISC. PERSONAL PROPERTY , , ~1'H~~VANfA __TAllM1UllN ! -- ESTATE OF FILE NU!EER Burkey, Ruth M. --...~"'......-..._...~--IlI'..._. AlI~~--"'IIght"'~_"_on_F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 1990 Chevrolet Beretta - valued per Insul'8nce proceeds received 1.500.00 , I I ! TOTAL (Also enter on Une 5, RecapItUlation) 1.500.00 (If IIlOI1I ~ Is needed, acldltionaI plIgelI of lIMI_lize) Copyright (e) 2002 form software only The Lackner Group, Inc. Form PA-1li4 o Schedule E (Rev. 6-98) ""'" ~,~ """",-" ''''!"'-~" '",." lIEV.tilt IX. (t_, *' SCHEDULE ..H FUNERAL EXPENSEs & ADMINISTRATIVE COSTS ~TH,~~ANIA ~~ ESTATE OF Burkey, Ruth M. Debts of decedent mu.t be reported on Schedule I. . ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation achedule(a) attached 9,622.00 I B. ADMINISTRATIVE COSTS: 1. Personal Representative's Cornml8slons . . SociII Security Number(s) I EIN Number Of Personal Reprnentallve(s): . .. . . .. StrwI Addreas City State Zip - Year(a) Commluion paid I 2. Attorney's Fees James, Smith, Dletterlck & Connelly, LLP 5,000.00 3. F8IIl1Iy Exemption: (If decedent's addreas Is not the same as cIalmlnt's, attach explanation) 3,500.00 Claimant Ru....1 H. Burkey III Street Address 133 E. Dauphin Sthtet City Enol. State PA Zip 17025 Relationship of Claimant to Decedent Son 4. Probate Fees 148.00 5. Accountant's Fees 8. Tax Return Prepare!'s F_ 7. Other AdminIatratlve Costa I 3,851.19 I See continuation achedule(a) attached I I I TOTAL (A111O enter on line 9, Recapitulation) 22,121.19 CopyrIght (e) 2002 form sOftware only The Lackner GrouP. Inc. Form PA-15C D ScheduleH (Rev. 8-98) f'"'.' ~ ..~ ~.~ . . _1102 Ell..-l . '* SCHEDULE H-A FUNERAL EXPENSES continued ~THOJIl"""""'VNrM -_ TAl( IIE1UIlN i -- ESTATE OF FILE Nuf.1BER Burkey, Ruth M. I ITEM DESCRIPTION I AMOUNT NUMBER I I 1 Funeral luncheon 600.00 2 Gingrich Memorials. grave marker 1.400.40 3 Grave opening 850.00 4 Ne'" Funeral Home . funeral .ervlces I 6,771.60 ! I . Subtota 9,822.00 Copyright (c) 2002 fonn IOftwanl only The Lackner Group, 100. Fonn PA-1500 ~Ule H-A (Rev. $.98) I I I I ! '0 ".".'i~'\<' '.i' l'~'.,~ .~ , , . .. -.1102 EX. I_, '* SCHEDULE H-87 OTHER ADMINISTRATIVE COSTS continued -~~.ISJU.TH OF P'ENNnLVMIIA _..... TAllIll!'lUllN -- ESTATE OF FILE NU Burkey, Ruth M. ITEM NUMBER DESCRIPTION 1 CUlllberland Law Journal - Eetate notice 2 Eat Pennsboro Township Authority - 8ewer charges for residence 3 James, Smith, Dletterlck & Connelly, LLP - reimbursement of out-of-pocket expen... 4 James, Smith, Dletterlck & Connelly, LLP - reservation for estate admlnl8tratlon closing costs 5 Keystone 011 - 011 delivery 6 NOtary fees .....1 estate settlement 7 Patriot News - estate notice advertisement fee 8 Recorder of Deeds, Cumberland County - realty transfer tax 9 Register of Wills, Cumberland County - filing fee for Return and Inventory 10 Sadler 011 - 011 delivery 11 Whltco Home Furnishings - carpet for residence Subtota CopyrIght (e) 2002 fonn software only The Lackner Group, Inc. Form PA.11OO AMOUNT 75.00 896.00 29.00 150.00 250.00 4.00 127.75 276.39 30.00 213.05 1.800.00 3.851.19 ule H-B7 (Rev. 6-98) -"'''''''''.~'"," ~.. ,,' - . f ... . ~ 1113 EX+ tHO) *' . SCHEDULE .. COMMofnWALTH OF PENNSYlVANIA BENEFICIARIES ~~E~ : ESTATE OF FILE N~MBER Burkey, Ruth M. , NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATI AMOUNT OF ESTATE DECEDENT NUMBER PERSON(S) RECEMNG PROPERTY Do Not LIol ~.I (Wolds) ($$S) I. TAXABlE DISTRIBUTIONS !!,nclude outright I=::I co.tributions lInd nsters I under See. 9116(.)(1.2)) 1 RUSHII H Burkey III Son 1/3 of Residue 39,378.81 133 Eat Dauphin St....t Enola, PA 17025 2 Larry E Butitey Son 1/3 of Residue 39,378.81 231 Regent Road Harrisburg, PA 17112 3 Richard E Burkey Son 1/3 of Residue 39,378.81 17 Robin Court Mechanlcsburg, PA 170n . . . Total 118,136043 Enter doll... 8l1IOUIIta for distrlbullonllhown above on Ilnes 5 through 18, .. , on Rev 1500 COW sheet u. NON-TAXABlE DISTRIBUTIONS: A. Sf>OUSAL DISTFUBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PAfU II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ONLINE 13 OF AEv-1500 COVER SHEI! 0.00 Copyright (e) 2002 fonn 1Of\we,. only The l.ecknetOnlup, Inc. Form PA-111 l) ScheduleJ (Rev. 6-98) . ... ..". . ~""~:. """,,:.. , ~fl . """',?.17....'" , Of" , .,....',.,,.,,'1'1',' ..-' . Register of Wills, Cumberland' Qounty , Pennsylvan!ia INVENTORY Estate of also known as Ruth M. Burkey . Deceased No. 2004-00058 Date of Death 09/1412003 Social Security No. 171-30-2529 Larry E. Burkey The Penonal R.....ntlltIve(.) of the above , cleceaHCI, ve that "'Items appearing In the Ilowlng Inventory Include all of the peraonal...... wherever situate and an of the rHI..... located In the Comm of Pennsylvania of aaId Dec.-nt, that .... valuation placed oppoalte each Item of said Inventory reprennta Ite fair v us.. of the date of the DKedent'. death, end that the Decedent owned no rHlestate outside of the Commonwealth of enneylvanla except that which appea18 In a memOl8ndum at the end of thl. Inventory. lIWe verify that the atetamentll m de In this Inventory are tnle and correct IJWe undel8tend that fa... atetamenta herein are made subject to the penalties f 1 a Pa. C. S. Section 4904 relating to Un8WOITI faI.lflcatlon to authorities. Attomey: Edward P. Seeber SIgnature: 1.0. No.: 76084 Signature: Jam.., Smith, Dletterlck & Conn.IIy, Ann: LLP Signature: Address: 134 Slpe Av.nue Hummelstown, PA 17036 TelephOlJ8: 717/633-3280 Address: 231 R.g.nt Road H.rrlsburg, PA 17112 Telephone: 717/640-4231 Dated: "B\~\ cD I I MOO'~ I I I I ,....~- P.rson.1 ProDel'tv Ca.h............................................................................................... Miscellaneous Property.._............................................................. StocksILlsted.._............................................................................. StockalClosety H.Id...................................................................... Bonc:l8.............................................................................................. P.rtn.rshlps .nd Sole Proprl8torahlps ..................................... Mortg.g.. .nd Notes Rec.lv.ble............................................... Total P.....on.1 Property......................................... Total Real Property................................................ Total P.rsonal .nd Real Property......................... Total Out-of-State Real Prop.rty.......................... ::0 f~R G)Q --" ::0 (.nD n-1 rtl =D c._")~ -'n ~~-:.~ r"- ,- (/:>0 ., cjf.. ~..J":"":' '~....f'"':_ ,'{? ,. t ...,. ...... ~ Register of Wills, Cumberland County, Pennsylvania INVENTORY Estate of 8Iso known as Ruth M. Burkey No. 12004-00058 , . Deceased Dole" Oealh ~911412l103 Social Security No. 179-30-2629 Person,_ PrODertv 1990 Chevrolet Beretta - valued per Inaurlnc. proCH. rec.lved 1.500.00 Total P.ntonal Properiy 1.500.00 ~e.'Ea." I Real Estate sltuat. at 133 Eaat Dauphin Street, Eaet Pennaboro Townahlp, EnOla, P.nnsylvanla - valued per aales price 80.000.00 Total Real Estate 80.000.00 Total '....anal Property .ndRaaI Eetate 61.500.00 August 9,2005 Glenda Farner Strasbaugh, Register of Wills Cumberland. County Courthouse I Courthouse Square Carlisle, PA 17013-3387 Re: Estate ofRuthM. Burkey, deceased No. 2004--00058 Dear Ms. Strasbaugh: Enclosed are the following documents to be filed for the above referenced Estate: 1. An original and two (2) copies of the Pennsylvania Inheritance Tax ReF' 2. An original and two (2) copies of the Inventory. i 3. Check payable to the "Register of Wills, Agent" in the amount of One I Thousand Eight Hundred Eleven and 04/100 Dollars ($1,811.04) repreJenting the Pennsylvania Inheritance Tax due. -1 4. Check payable to the "Register of Wills, Cumberland" in the amount JThirty Dollars ($30.00) representing the filing fee for the Return and Invento~. Please time-stamp the additional copies of the Return and Inventory and return them t+ me in the enclosed self-addressed, stamped envelope. I I If you have any questions, please feel free to give me a call. i I I 0' S; <,. .::n -C1 -0 CJ - r- -. m -:0 ^ ( 0 .-) " (J --H ~ I I 1 I I i I I I I I I 1 I I I L. Baker, CP Certified Paralegal Enclosures cc: Larry E. Burkey, Administrator [ Cheryl L. aaker. CP Certified Paralegal clb@jsdc.com ,.... c:::t 5: :n~ - rnO E -..C-i")O Ci) (75::0 ..~~ <;:) :no 00 ;~33 .o-~o rm U:JO -n -0 :z: ~ <;:) 134 SIPE AVENUE HUMMELSTOWN, PA 17036 MAILING ADDRESS P.O. BOX 650 HERSHEY, PA 17033 TOU. FREE 1.800.942_3660 TEL 717.533_3280 FAX 717.533.7771 www.jsdc.com ~ l? h ~.~ o ;.=- ~I~ ....2';1= ~ :I. 3. ii : I: f'."~ m w i::- en ~ct'r~ f ~ "'Iie: 1:aS! ~ ~cc:- . 0 ~ c:fow~: ~W!a ;;Iol~ ~:~ ..... .::- itl81ll1 ;': 0 .. : 0 Cla- 8 i I: ~ - -< ii r- r- "tI r--.) c::::o c::::o CJ"I x- c::: C') C) -0 :JC ~ :o~ rnO c.?(::) u> ::D rdP :.oE9 ~?,~ _.,- -n ~o r-- rn Lr.>O -" ~;:;;o ::".~::O "J ""0 : <1-r(") ')P:r- "7m . .n)- :lJ .,J ^ JOQ c~ j.2 ." . -.-'- : JJ ::D --i ..P ~~ ~ Cj ~ ,.,) ~ "'tJ ~ --.J ~ Ul U"1 ~ ............,u.... Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (71 7) 240 - 6345 Date: 8/15/2005 SEEBER EDWARD P 134 SIPE AVENUE HUMMELSTOWN, PA 17036 RE: Estate of BURKEY RUTH M File Number: 2004-00058 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 9/14/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~-~~ -' t GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge cP In the Court of Common Pleas of Cumberland County, Pennsylvania IN RE: ORPHANS' COURT DIVISION Estate of Ruth M. Burkev NO. 2004-00058 Status Report Under Rule 6.12 Name of Decedent: Ruth M. Burkey Date of Death: 9/14/2003 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete. 09/14/2006 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest: Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. /' : r-- ~- Date: ~l ~!lt L;, : ~ "'_- l::,,- ::_.. 0_ '......' C-, 1__J..) fL' ' c---'J C' <J)J ~. Signal}: ^ \. ('-..1 ('J Name: Address: Edward P. Seeber 134 Sipe Avenue Hummelstown, PA 17036 717/533-3280 ~~::l c..) Cr: L'"':"1 C. C~.,' (""-~ , u-~ Telephone: o (; Capacity: Personal Representative X Counsel for Personal Representative tPf COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX ,. . APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX 10-18-2005 BURKEY 09-14-2003 21 04-0058 CUMBERLAND 101 APPEAL DATE: 12-17-2005 ( See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 9~!_~~9~~_!~!~-~!~~______~___~~!~!~_~9~~~_~9~!!9~_f9~_!9~~_~~~9~~~__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX RUTH M FILE NO. 21 04-0058 ACN 101 BUREAU OF INDIVIDUAl'-t~)(ES"'''' INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 (-', "'.'-!;'~""-'- DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN '--. I ,} ~ EDWARD P'SEEBER JAMES ETAL 134 SIPE AVE HUMMElSTOWN PA 17036 ESTATE OF BURKEY TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Hortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets ) CHANGED (1) (2) (3) (4) (5) (6) (7) 60,000.00 .00 .00 .00 1.500.00 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ALL ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: + INTEREST/PEN PAID (-) 38.99- DATE 08-10-2005 NUHBER CD005674 22,121.19 .00 (11) (12) (13) (14) (9) nO) REV-1547 EX AFP [06-05) RUTH M DATE 10-18-2005 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 61,500.00 22.121 19 39,378.81 .00 39,378.81 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .00 X 00 = 39,378.81 X 045 = .00 X 12 = .00 X 15 = (19)= AHOUNT PAID 1,811.04 BALANCE OF UNPAID INTEREST/PENALTY AS OF 08-11-2005 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 1,772.05 .00 .00 1,772.05 1,772.05 .00 53.89 53.89 ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. JnJl IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DU,<./" A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) REGISTER OF WILLS Cumberland County, Pennsylvania Supreme Court Orphans' Court Rule 6.12 Status Report by Personal Representative Name of Decedent: Ruth M. Burkey Date of Death: 09/14/2003 Will Number: 2004-00058 dministration Number: 2004-00058 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: a. Did the personal representative file a final account with the Court? Yes No X 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 X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. Date: L..I...-~ C) (..... t..J-l~: 0:'-::. (,:: .-' Lt... C") C-J U-' C' cc C' C) i5~ C)'\ I v--- ~)11 () ,~ :;1 / I' ~. 0-._ " Edward P. Seeber 134 Sipe Avenue Hummelstown, PA 17036 Telephone: 717/533-3280 L,..'"":J c::) = c;--..l Capacity: Personal Representative X Counsel for Personal Representative Vf; BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 EX AFP (03-05) EDWARD P SEEBER JAMES ET AL 134 SIPE AVE HUMMELSTOWN DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-14 -2005 BURKEY 09-14-2003 21 04-0058 CUMBERLAND 101 RUTH M Amount Remitted PA 17036 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE -. RETAIN LOWER PORTION FOR YOUR RECORDS 4- --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF BURKEY RUTH M FILE NO. 21 04-0058 ACN 101 DATE 11-14-2005 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-18-2005 PRINCIPAL TAX DUE: 1,772.05 PAYMENTS (TAX CREDITS): PAYMENT DATE 08-10-2005 10-20-2005 RECEIPT NUMBER CD005674 CD005924 DISCOUNT (+) INTEREST/PEN PAID (-) 38.99- 53.89- AMOUNT PAID 1,811.04 53.89 f-.) E; e.J'1 -0 ::0 11"1 C) 01 :~B f') CO c..:> (:) w TOTAL TAX CREDIT 1,772.05 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 * IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL DUE .00 ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) \( l .' ~... .: r.r -.1:- ' ,f~ ~, I (\ , J -_1 rll! I. i' i ~ .. , I C/) s \7' Lf) o o '+- o L.. -=Q) - -- -::C/) : "51 Cl) :: Cl) C/) = a: ::J --:: 0 _ --c ,;-ct:: ,; en ::J I'- ::::Jo CO --::CU :=.QOCl)C'0 :: C/) __ L.. C'0 -=cu.+:7CU' --::.;:.c::J~ :: (/) ::J 0- 0 -: ..... 0 (/) I'- -= Q) 0 ,,, ..-- -c ..... :: L.. -a C/) <( :cuc::J ::lLcuOD.. := cu-c-c - -::-r<Q)t::Q) :: '-' .Q ::J en := cEo "- -::Q)....o"C __ -J CU ,;(90..--0 J 9 \ 'b c0 c0 00 "'c- lO~ xct. o . [j)>- .w OI o.:({J a: W I ,... In .. I ~ .. I I I I I I I I I I I I I I I I I I II 11' I. I' I: I enl. 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I :- UJ '" % .... :::J ~ w <C ~ X ~ << <C&&I !I- >J X...II&. ~Z < 4! 0 en&&l I-~~ Z~ ~gW ffiEX: ~~~ 11.&1. ~w~ &1.0 ffi~(/\ o :1:<< .... :z: s g :cZ 1-10 Z ....&&1 1&.:1< ....~ 0<(/\ :ill:: w ~~ 3< I:Uzl-l Z~ I-wt; ~A ~ffis :E (/\ W o ~g U 11::1&. ~O < :c .... <EX: IL&&I&&I OACA IL~ ~OZ>- &&I<C&&I&&I~ ~t;~~;:)Z A&&IAIL8~ '" N1 CI ..... r-t < Q.. (/\ w ~ I- ~ w CQ w w UJ >% VI"" < <C ~ Q......W.... ~U.IQ..VI t-l .... ~~Vl~ 3:E'I1"- ~<CIl'l~ W-,r-t% 4!z c ... ;:)... .. ~~ ~ >~ ~ ~Q ... ~~ ::; ......... LL.1.LI~c.. Oi!~li! ;:)"'N::l c~x= WD::O~ 1I::!j!"'''' ;:)zc~ 1IlI...a.:t: II 1\\1I'....\11111\)111111(J(1,''<(''''''III\111' 1\\\ (J111(/' J~')'C , I ! October 20, 2005 Glenda Farner Strasbaugh, Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 Re: Estate of Ruth M. Burkey, deceased No. 2004-00058 Cheryl L. Baker, CP Certified Paralegal c1b@jsdc.com Dear Ms. Strasbaugh: Enclosed is a check in the amount of Fifty-three and 89/100 Dollars ($53.89) representing the additional Pennsylvania Inheritance Tax due for the above-referenced Estate. If you have any questions, please feel free to give me a call. Very truly yours, Enclosure "'-J ! ") ;'" ) (~ 1 4 SIPE AVENUE HUM ELSTOWN, PA 17036 M ILlNG ADDRESS PO BOX 650 H RSHEY, PA 17033 TOLL FREE 1800942.3660 TEL 717.533.3280 FAX 717.533.7771 www.jsdc.com COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 ]1 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SEEBER EDWARD P 134 SIPE AVENUE HUMMELSTOWN, PA 17036 __~n___ fold ESTATE INFORMATION: SSN: 179-30-2529 FILE NUMBER: 2104-0058 DECEDENT NAME: BURKEY RUTH M DATE OF PAYMENT: 10/21/2005 POSTMARK DATE: 10/20/2005 COUNTY: CUMBERLAND DATE OF DEATH: 09/14/2003 NO. CD 005924 ACN ASSESSMENT CONTROL NUMBER I AMOU~T ----~--- 101 I $53.8~ 1 I I ! I I I I I I I I ! I ! , I TOTAL AMOUNT PAID: $53.$9 REMARKS: CHECK# 6412 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS I GLENDA FARNER STRASB,AJUGH I REGISTER OF WILLS