HomeMy WebLinkAbout04-0080PETITION FOR PROBATE and GRANT OF LETTERS
Estate of' -,J{AL-I R f~. ~,v~,~M,~'/.._ No.
also known as To:
Social Security No.
Deceased.
zoz. - ~ -
Register of Wills for the
County of ~_~x~'x~-t. ~'D
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the exec~t Oil-
in the last will of the above decedent, dated ~'?1~ (.-, ~ C~
and codicil(s) dated
in the
named
, 19-~.~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in ~tA~rex~-'lZL,At0!b County, Pennsylvania, with
last family or principal residence at [ ~_Po ca. 1~'+~. '<a~.
(list street, number and muncipality)
Decendent, then q 0 years of age, died d tq bi. [. o[ ., 4-9 '~go 14,
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
[~$'x oc~. oo
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
OATH OF' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ~t,l'~'~i;;'g-~A~ ,
The petitioner,s) above-named swear(s) or affirm(s) that th~statements in ~ foregoin~ petition are
true and correct to the best of the knowledge ~d belief o~itioner(s) anent as per~n~ represen-
tative(s) of the above decedem petitioner(s)will well~~~e esta~rfling to law.
/~~
Sworn to or affirmed and subscribed
~fe me this ~ ~ day of [
No.
Estate Of ,,~[~ ~ ~g.en~l¢. Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW
the reverse side hereof, satisfactory proof having_h.~,en presented before me,
IT IS DECREED that the instrument(s) dated [.__x~,_e',~[,er ~.? t~C~
described therein be admitted to probate and filed of record as the last will of
and Letters ~ ~%'X'-n r~,~ &ut ~
are hereby granted to ~ ~t,~,ta! ~ ~'~ ca
~,~_ ~.yb, in consideration of the petition on
FEES
Prob~,te. Letters, Etc ..........
)...' .......
ation ................ $
~ TOTAL
ri~e~.'. ¢~ .... ~.~ .........
ATTORNEY (Sup. Ct. I,D. No.)
ADDRESS
PHONE
RENUNCIATION
In Re Estate of c'~{A-L~ ~ ~- ~>~L~ deceased.
To the Register of Wills of
The undersigned
County, Pennsylvania.
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
be issued to ~ ~ ~ vi
WITNESS
hand this~ '~,a day of )~ ~v~//~'r~ , 20 ~gt~
(Sisnature)
(Address)
(Signature)
(Address)
(Signature)
(Address)
No.
Estate Of ~ , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW 3t~-x~,-~ ~t~'7
.. ~ .x.._ ---of havin~ been presented before me,
the reverse side hereof, sauslactory p~u ~--~
IT IS DECREED that the instrument(s) date
described therein be admitted to probate and filed of record as the last will of
and Letters ~
are hereby granted to ~~~~'~'~'~'~'~'~'~
~t~lt2~, in consideration of the petition on
FEES
Prob~te~ Letters, Etc ..........
~C, ge~cates( ) ... ..... $._-~~
tion ................ $
a _ $
TOTAL -
..~......~.7.,..~..~. .........
File -'- · ·
ATTORNEY (Sup. Ct. LD. No.)
ADDRESS
PHONE
105.805 REV 9/86
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
l.ocal 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
P 9961461
No.
gistrar
Date
t 43 Rev 2/87
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH - VITAL RECORDS
CERTIFICATE OF DEATH
ISEX J SOCIAL SECURITY NUMBER
Julia M. Sprenkl e *. female a. 202 -- 20 -- 6624
90 ~' : ebruary 27, Marysville, PA ~[] E~O~,,,~ O oO~[]
I l,~ 1913 7. ~[]
Cumbe land k. Camp Hill ~ Manor Care 1,. .~..~ '
Homemaker ,,B.
Domeptic
128 S Fifteenth Street
Hill, PA 17011 ~'~
John Lawrence Hnmmel
Leah Louella Hummel
white
WAS DECEDENT EVER I~ O~CEOENT.SED~CATiON i i
I ~ ~ J;~~l ~ "~'~'
I"- 1,~.8 ..... J ~"~+' H. widowed ,~
m.~,.... Pennsylvania ~ ,,.O ~.~
,m.~ Cumberland ~' ,,~.O ~~ Camp Hill
I(Mon~. L~v.
[]{,,~.January 22, 2004
J,,. Mary Bertha Rinehart ~,2
J~. 128 S. Fifteenth Street, Camp Hill, PA 17011
lu~.F-manuel Cemetery I,~airview Twp., PA 17339
LICENSE NUMBER
L,". FD 013 340 L
(~
--"'""'"" ,,0
~WAS~ AUTOPSY{WERE AUTOPSY FINDINGS IMANNER OF DEATH · II
I I'~-'cid""~ [] "P,~n~lrw~k~&,~o. [] / I I Y.~ [ Nl~] I
,,. [] ,[] I ,.. [] ,,. [] I~,. [] ~,~..,~..,., . ~ ~,. I,,. ,,. I,,.. // 1,42,
, , ... o I:~.'t/.g::',';"'- ............ ~.°~' ~,o,~,.;'~ ~,.
,'-. I.,,,. N. I~' ' ' /'z-7-- .........
.................................................................................. [] ,,. ~o/~ ~ , v~__~
.-,, .... 'B"O""'""."O.UM..R ~ /'X'd I Z"/'"n'/'/I '...~~ ,a,,t,
:¢EANDADC~ES~OFF~CILITy Parthemore FH & CS, Inc.
P.O. Box 431. New Cumberland, PA 17070-0431
I
I
WILL OF JULIA M. SPREN~L~
I, JULIA M. SPRENKLE, of Harrisburg, Dauphin County,
Pennsylvania, declare this to be my last will and revoke any will
previously made by me.
ITEM I. I give all the real estate situate in the City of
Harrisburg, Dauphin County, Pennsylvania, known as 1135 and 1137
Market Street, to my nephew, HARRY H. SIEG.
ITEM II. I give all the residue of my estate, real and
personal, to my sister, LEAH LOUELLA HUMMEL, provided that she
survives me by thirty (30) days. If she does not so survive me,
I give the residue of my estate, real and personal, in equal
shares to my sisters who survive me by thirty (30) days.
ITEM III. No interest in income or principal shall be
assignable by, or available to anyone having a claim against, a
beneficiary before actual payment to the beneficiary.
ITEM IV. Ail federal, state, and other death taxes payable
on the property forming my gross estate for tax purposes, whether
or not it passes under this will, shall be paid out of the
principal of my residuary estate just as if they were my debts,
and none of those taxes shall be charged against any beneficiary.
Page 1 of 4 Pages.
ITEM V. I authorize my executor:
A. to retain and to invest in all forms of real and
personal property, regardless of (i) any limitations imposed by
law on investments by executors or trustees, (ii) any principle
of law concerning delegation of investment responsibility by
executors or trustees, or (iii) any principle of law concerning
investment diversification;
B. to compromise claims and to abandon any property
which, in my executor's opinion, is of little or no value; to
borrow from, and to sell property to others, and to pledge
property as security for repayment of any funds borrowed;
C. to sell at public or private sale, to exchange or
to lease for any period of time any real or personal property, and
to give options for sales or leases;
D. to join in any merger, reorganization, voting-trust
plan or other concerted action of security holders, and to
delegate discretionary duties with respect thereto;
E. to use administrative or other expenses of my
estate as income tax or estate tax deductions and to value my
estate for tax purposes by any optional method permitted by the
Page 2 of 4 Pages.
law in force when I die, without requiring adjustments between
income and principal for any resulting effect on income or estate
taxes; and
F. to distribute IN KIND and to allocate specific
assets among the beneficiaries in such proportions as my executor
may think best, so long as the total market value of any
beneficiary's share is not affected by such allocation.
These authorities shall extend to all real and personal
property at any time held by my executor and shall continue in
full force until the actual distribution of all such property.
Ail powers, authorities, and discretion granted by this
will shall be in addition to those granted by law and shall be
exercisable without leave of court.
ITEM VI. I appoint my sister, LEAH LOUELLA HUMMEL, executor
under this will. Should my sister, LEAH LOUELLA HUMMEL, fail to
qualify or cease to act as executor, I appoint my nephew HARRY H.
SIEG, executor under this will. No personal representative
appointed hereunder shall be required to give bond or furnish
sureties in any jurisdiction.
Page 3 of 4 Pages.
ITEM VII. The term "executor" and "trustee" or any pronoun
used to indicate the executor, trustee, any other fiduciary or any
beneficiary shall be deemed to apply to one or more than one
person or corporation and to the masculine, feminine or neuter
gender as the case may be.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this, my last will, this ~day of December, 1993.
~ULIA M. SPRENk~LE
SIGNED, SEALED, PUBLISHED, and DECLARED by the above
testatrix, as and for her last will, in the presence of us, who
thereupon at her request, in her presence and in the presence of
each other, have hereunto subscribed our nam~ as witnesses.
Page 4 of 4 Pages.
STATE OF PENNSYLVANIA )
(
COUNTY OF DAUPHIN )
ss:
We, JULIA M. SPRENKLE, '~H~ P. ~c~ , and
~k~A3~L~P~, D~lTZ~the testatrix and witnesses, respectively,
whose names are signed to the attached or foregoing instrument,
being first duly sworn do hereby declare to the undersigned
authority that the testatrix signed and executed the instrument
as her last will and that she had signed willingly and that she
executed it as her free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and
hearing of the testatrix, signed the will as witness and that to
the best of our knowledge, the testatrix was at that time eighteen
years of age or older, of sound mind and under no constraint or
undue influence.
A M. SPREN~ /~
Witness
Witness /- f
SUBSCRIBED, sworn to or affirmed, and acknowledged before me
by the above-named testatrix and by the witnesses whose names
appear above on ~~_- ~ , 1993.
~ Notarial ,Seal
~ Jaoquetyn A. Ze~emoyer, Notary Public
Harrisburg, Dauphin County
! My Commission Expires Jan. 29. 1995
~ Merr,ber, Pennsylvania Association of~-otar~es
LAW OFFICES
HEPFOKD, SWAKTZ ~ ~V[OKGAN
III NORTH FRONT STREET
R O. Box 889
H^RRISBURG, PENNSYLVANIA 17108-0889
TELEPHONE 717 234-ztl21
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Julia M. Sprenkle, (Maiden Name: Julia M. Hummel)_
Date of Death: January 19, 2004
Will No. 2004-00080 Admin. No. PA 21-04-0080
TO THE REGISTER,
I certify that notice of (beneficial interest) 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 February 11, 2004 and February 16, 2004.
NAME ADDRESS
1. Leah Louella Hummel, 128 S. 15th. St., Camp Hill, PA 17011 (Sister, named
beneficiary in the will). Letter 2-11-04 and 2-16-04.
2. Emma (Hummel) Homberger, C/O Ronald P. Sieg, Agent (POA), 3647 Derry
Street, Harrisburg, PA 17111. (Sister, referenced in the will). Letter 2-11-04.
3. Martha L. (Hummel) Sieg, C/O Ronald P. Sieg, Agent (POA), 3647 Derry Street,
Harrisburg, PA 17111. (Sister, referenced in the will). Letter 2-11-04.
4. Paul Hummel, 8819 Toulouse, San Antonia, Texas 78240. (Brother, not named in
the will). Letter 2-11-04.
5. No other living Sisters or Brothers.
6. No Spouse living.
7. No Children.
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except to
Harry H. Sieg - I, the Executor and writer of this certification, am that person named
under Item I. of the will. The will directed that real estate known as 1135 and 1137
Market Street should be given to me. However, this is not possible as the property(s) was
actually sold within 6-9 months after the date of the will, which was written and signed
on December 9, 1993. I make no claim what-so-ever for any monies relative to the real
estate noted in the will.
Name-~ Harr/~ H. Sieg /
Address: 30 N. 15th. Stre~
Camp Hill, PA 17011
Telephone: 717-975-8720
Capacity: Personal Representative,
Executor
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
OEPT, 28O601
HARRISBURG, PA 17128~0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 0O4352
SIEG HARRY H
30 NORTH 15TH STREET
CAMP HILL, PA 17011
fold
ESTATE INFORMATION: SSN: 202-20-6624
:ILE NUMBER: 21 04-0080
DECEDENT NAME: SPRENKLE JULIA M
DATE OF PAYMENT: 09/08/2004
POSTMARK DATE: 09/07/2004
COUNTY: CUMBERLAND
)ATE OF DEATH: 01 / 19/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $21,714.43
TOTAL AMOUNT PAID:
$21,714.43
REMARKS:
SEAL
CHECK# 1023
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEP[ 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FI~LJNUMBER
00080
DATE Of DEATH (MM-DM-YEAR)
0111912004
COUR~( CODE YEAR NU[,~ER
DECEDENT'S NAME (I~,ST, FIRS'~ AND MIDDLE INITIAL) SOCIAL 8ECURfP( NUMBER
I'" Sprenkle, Julia M. 202-20-6624
z
u.I
uJ
DATE OF BIRTH (MM*MD-YEAR)
(~F APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
NNNone
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
u~ [] 10dginal Return [] 2 Supplemental Return [] 3. Remainder Return Ic~teofdeath p~octo 12-13-82)
F~
~1 5. Federal Estate Tax Return Required
a~ ~ L J 4. Limited Estate ~ 4a. Future Interest Compromise {~,, of death at/er 121282I
~:oo
~ ~ [~ 6. Decedent Died Testate (Attach copy of W~ll) [~ 7 Decedent Maintained a Living Trust (A~tach cop*/ol Trust) 8. Total Number of Safe Deposit Boxes
~.- THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME
z Harry H. Sieg, Executor
O
0
FIRM NAME (Il A~Jc~b~i
NNNone
TELEPHONE NUMBER
(717) 975-8720
COMPLETE MAILING ADDRESS
30 N. 15th. Street,
Camp Hill, PA 17011
1 Real Estate (Schedule A) (1) 0.00
14¸
2 Stooks and Bonds (Schedule B) (2) _ 0,00
S Closely Held Corporation, PaNnership or Sole-Proprietorship (3) .........
4 Morigages & Notes Receivable (Scbedole D) (4) 0.0~_
5 Cash. Ba~k Deposits& Misce,aneous Personal Property (5) 181,623.5_r~,~i
(Schedule E)
6 Join9y Owneq Probedy (Schedule F) (6) 12,317.59
[~ Separate Billing Requested
7 ln~erNivos Transfers & Misceflaneous NomPredate Properly (7) .............. O.O0
(Schedule G or L)
8 Total Gross Assets (total Lines 1-7) (8)
9 Funeral Expenses & Administragve Costs (Schedule H) (9) 10,447.18
10 Deqts of Decedent, Modgage Liabilities, & Liens {Scbedule I) (10) 2,540.34
11 Total Deductions (total Lines 9 & 10) (11)
12 Net Value of Estate (Line 9 minus Line 11) (12)
13. Charitable and Governmental Bequests~Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
193,~4.10
'12,987.52
180,953.58
0.00
(14) 180,953,58
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 tineal rate
17 Amount of Line 14 taxable at sibling rate
18 Amount of Line 14 taxable at collateral rate
19. Tax Due
180,953.58 x 12
(15)
0.00
(17) 21,714.43
(10) 0,00
(19) 2t,714,43
· · BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's Complete Address:
STREET ADDRESS
128 S. 15th. Street
i STATEp~ .............. [ ZIP17011
ClTYcamp Hill
Tax Payments and Credits:
1 Tax Due (Page 1 Line 19)
2. Credits/Paymenta
A. Spousal Povedy Credit
B. Phor Payments
C. Discount
(t)
Total Credits ( A + B + C ) (2)
3. Interest/Penalty if applicable
Q 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)
21,714.43
0.00
0.00
0.00
21,714.43
0.00
5, 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) 21,714.43
Make Check P.ayable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer aed: Yes Ne
a. retain the use or income of the properly transferred; ................................................................................... [] []
b. retain the right to designate who shall use the property transferred or its raceme; ................................... [] []
c retain a reversionary interest; or [] []
d. receive the promise for life of either payments, benefits or care? ................................................................. [] []
2. tf 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 O.,,~ THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
SIGNATURE OF~RS~'~.~"~NSIBL~~RN J /- 2'"" ,/ DATE
S,GNATURE oF PRE*^RER RE.R&ENTAT,VE 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 su~iviog 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 exemat 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 yeare of age or younger at death to or for the use of a natarel parent, an adoptive parent,
or a stepparent of the child is 0% [72 RS. §9116(a)(1,2}].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficipoes is 4.5%, except as noted in 72 RS. §9116(1 2) [72 RS. §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 RS §9116(a)(1 3)j, A sibling is defined, under Section 9t02, as aa
individual who has at least one parent in common with the decedent, whether by blood or adoption
REV-1508 EX+ (6 98) ~
'-~!~'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Julia M. Sprenkle
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
2004-00080
Include the proneecls of litigation and ~he date ~he proceeds were received by Ore estate.
All property jolnfly-owne~ with right of survivorship most be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
2.
3.
4.
5.
6.
7.
8.
9.
10.
Cash
M & T Bank, Checking Account #14244039 (Ind. taxable interest of $0.05)
Waypoint Bank - Total 14-CD's (Incl. taxable interest of $90.97)
Jewelry (various/minimal costume only - FMV)
Furniture, Ind. couch/chr., bed, chest, vanity, table, tamps (veds./minimal, old and in need of repair- FMV)
Kitchen, Incl. pots, pans, plates, dinnenvare (very old, chipped, dented, wom- FMV)
Sit-about Ceramics, Ordainments, Collectables (minimal quantity, chipped, broken, discolored - FMV)
Equipment, small tools, fan (old and in need of repair - FMV)
Clothing and CIo~ (minimal quantity, old and wom, through-out only, FMV)
Pennsylvania Rent Rebate for tax year 2003.
45.00
2,719.61
178,153.90
10.00
150.00
5.00
30.00
10.00
0.00
50Q00
TOTAL (Nso enter on line 5, Recapitulation) $ 181,623.51
(If more space is needed, insert additional sheets of the same size)
REV-/509 EX+ (6~98~!~
COMMONWEALTH OF FENNSYLVANIA
~NHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Julia M. Sprenkle
SCHEDULE F
JOiNTLY-OWNED PROPERTY
FILE NUMBER
2004-00080
If an asaet was made Joint within one year of the decedent's date of death, It must be repoKed on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Leah Louella Hummel
128 S. 15th. Street, Camp Hill, PA 17011
Sister
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOIN1 MADE INCLUDE NAME OF FINANCIAL INSTITUTION ANO L~.A N K ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER ATTACH DEED FOR JOINTLY HELD REAL ESTATE VALUE OF ASSET INTEREST DECEDENTS INTEREST
05/~7/1999 M & T Bank, CD~ 031003913918016, DOD value ir~cl, taxable Interest of
$8.35 + 1/2 of $14,132.73 = $7,074.32 See* below 14,132.73 50% 7,074.72
2. A. 05/09/'2001 M & T Bank, CD~ 031003913919410, DOD value incl. taxable Interest of
$15.05 + 1~2 of $10,455.64 = $5,242.87 See** below 10,455.64 50% 5,242,87
* Formerly'Nlfirst" CD~ 8~00-000-2183268
** Formerly "Allflrst' CD~ 8-000-000-2184105
NOTE: All interest for 2004 fo DOD is incl. in COL. 7 above.
TOTAL (Also enter on line 6, Recapitulation)$ 12,317.59
(If mom space is needed, insert additional sheets of ~he same size)
EV-1511 EX+ (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Julia M. Sprinkle
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
2004-00080
Debts of decseent must be mparled on Schedule 1.
~TEId
NUMBER DESCRIPTION AMOUNT
5.
6.
FUNERAL EXPENSES:
Par~more Funeral Home, inclusive se~ce and budal expenses, including casket and grave site require-
me, ts (see enclosed reCespt).
James R. Gingdch Memorials, Headstone date sdded. (see enclosed receipt).
ADMINISTRATIVE COSTS:
Personal Repeesentaflve's Commissions
NarneofPemonclRepresentative(s) Harry H. Sieg, Executor
Social Secudty Nurnber(s)/EIN Number of Personal Representative(s) 186-34-1642 186-34-1642
StmetAddress 30 N. 15th. Street
ciw Camp Hill State PA zip 17011
Year(s) Commission Paid: NA/None
At[omey Fees
Family Exemption: (If deceddnt's address is not the same es claimant's, anach explanation)
Claimant Leah Louella Hummel
StmetAddre~ 128 S. 15th. Street
city Camp Hill State PA .Zip 17011
Reistionship of Claimant to Decedent Sister
Probate Fees
Accountant's Fees
Tax Retem Preparer's Fees
Cumberland CO. Register of Wills, four sheer carti~ates, Estate check #1014
NOTE: Ref. B.I. above, see enclosure for itimizad costs.
NOTE: Ref. 4. above, the fee of $268.00 was paid under B.I. above.
NOTE: Ref. 3. above, Leah L Hummel (age 78) is the younger sister of Julia (Hummel) Sprenkie, age 9~
They have lived together in the same housing for the past 10-years or so, and Leah has provided
domestie care and assistance for Julia during the time. I believe this to be a fair and reasonable deduct.
6,437.00
95.00
403.18
3,500.00
12.00
$ 10,447.18
TOTAL (Also enter on line 9, Recapitulation)
(If mare space is needed, inse~ additional sheets of ~e same size)
REV-1512 EX* (t2-03)
ESTATE OF
Julia M. Sprenkle
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & UENS
FILE NUMBER
2004-00080
Report debts Incurred by the decedent p~ to death which remained u~pald as of the date of death, including umMmbumud medical expense~.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
6.
7.
8.
9.
10.
12.
13.
Janet L. Miller, Tax Collector, 2004 Personal Tax due and paid after DOD.
West Shore EMS, Membership due and paid after DOD.
Rouald P. Sieg, Landloard of the Apartment House at 128 S. 15th. Street, Camp Hill, PA 17011, where
Julia (Hummel) Sprenlke and Leah Hummel (Sisters) lived together for the past 5-yeers or se. Each share
the $800.00 per monfll rent. Each paid $400.00 per month. I have listed Julia Sprenkle's share of the
projected rent for the months of Feb., Mar., and Apdl (3-months) as a believed fair and reasonable
time extension and expense to the Estate, as a lime for Leah Hummel to consider moving in order to
lower her assumed rant payment of $800.00. In excess of $1,200.00 paid after DOD.
Below I han~ listed Decedents last illness expenses, unpaid at the lime of death, and which will not be
paid or reimbursed by medical insurance:
Conner Rich Associates, Hospital visits
Quantum Imaging Therapeutic, X-ray analysis
PA Neumsurgery & Neurosciense Inst.
Pennsylvania Neuro Assoc. LTD
Holy Spirit Hospital
Pennsylvania Neuro Assoc. LTD
Hal S. Fineburg, MD
EKG Assoc.
Mileage by Harry H. Siag, Executor, and Rouald P. Sieg for transportst~n and costs fo assist Julia M.
Sprenkle's last visits to Doctors Offices, the Hospital, and the Numeing Home, est. 150 miles @ $0.375
4.90
53,27
1,200.00
168.98
20.72
35,26
54,82
894.65
11.55
38,20
1.74
56.25
TOTAL (Also enter on line 10, Recapitulation) $ 2,540.34
(If rr~'e space is neuded, insert additiormt sheets of the same size)
REV-15~3 EX+
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Julia M. Sprenkle
SCHEDULE J
BENEFICIARIES
FILE NUMBER
2004-00080
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS ~ndude oul~ght spousal distEo~, and I~ansfem under
Sec. 9116 (a) (1.2)1
Leah Louella Hummel, 128 S. 15th. Street, Camp Hill, PA 17011
RE!.~TIONSHIP TO DECEDENT
DO Not List Tmslm~s)
Sister
AMOUNT OR SHARE
OF ESTATE
100.00
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, 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 AN D GOVERNMENTAL DIb~rRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON MNE 13 OF REV.1500 COVER SHEET $ 000
(If mom space is needed, insert addiUanal sheets of Ihe same size)
INVENTORY OF PERSONAL PROPERTY ASSETS
In the Estate of Julia M. Sprenlde, deceased January 19, 2004
Estate No. 2004-00080, PA No. 21-04-0080
PROPERTY ITEM (Value as of 1-19-04, Rev. 9-2-04)
CASH - (actual)
$45.00
BANKING, STOCKS, BONDS, ETC. -
M & T Bank, Lemoyne, PA
Checking Account (actual)
Certificate of Deposit (actual)
Waypoint Bank, Camp Hill, PA
Certificate of Deposit (actual)
2,719.56
12,294.19
155,157.77
2,719.61
12,317.59
178,153.90
HOUSE - None
CAR - None
LIFE INSURANCE OR OTHER INSURANCE - None
PENSION - None
0.00
0.00
0.00
0.00
JEWELRY - (misc. costume only, minimal yard sale value)
10.00
CLOTHING, COATS, SHOES, BOOTS ~ (no yard sale value)
0.00
MISC. TOWELS, SHEETS, BLANKETS - (no yard sale value)
0.00
FURNITURE -
Bed, Chest of Drawers, Vanity (yard sale value) 100.00
Maple Table with 4-chairs (yard sale value) 50.00
Sofa and 2-Chairs (very old/worn, no yard sale value) 0.00
Lamps, Lights - Various (minimal yard sale value) 5.00
Wall Pictures, Hangings (no yard sale value) 0.00
Television, Radio, Cell Phone, etc. - None 0.00
KITCHEN -
Misc. Pots, Pans, Toaster, Plates, Dinnerware (minimal yard sale value) 5.00
0.00
SIT ABOUT CERAMICS, ORDAINMENTS, COLLECTABLES -
Misc. various items (minimal yard sale value) 30.00
EQUIPMENT -
Misc. small tools, Fan, etc. (minimal yard sale value) $10.00
PA RENT REBATE $500.00
TOTAL VALUE = $170,456.52 $193,941.10
/
The above actual and estimated value of Personal Property Assets for the E~.atatemf--J~a M. Sprenkle was/
prepared and determined by Harry H. S icg, Executor. ~ ~)n~ /~4~d
DATE: February 11,2004 SignatUre"~/~/~ / M t.~q
REV: September 2, 2004 --/Nam~HarryH.,$~l~ ' L/ /
Address: 30 N. 15th. Strefit / /
Camp Hill, Pa. ~,011 --
Telephone: 71%975-8720
Capacity: Personal Representative (Executor)
· ~1 M~¢,'l~il ROOd
Phone: 8,9~5~,~,.4349
Fa~: 3~T~-934-2.9~6
Fax:
To: ~sy Pm~,h Pmm~ Nancy ¢lagett
Fax: 717-737-6498 ~ August 27, ;2004
I~e: Estate of. Julia M. SprerlYJe SocJal S~:urity: 202-20-6624
Date of De~: J~nuary 19, 2004
Dear Sir or Madam;
Pet your inqui~' da~:l August 23, 2~34, please be advls~l mat at tho time of dea~, ~ above-namod
decedent had on delx~it with this bank the f~owlng:
Type ~ Accounf
CJ'ecking ACCOUnt
Account Number 14244039
Owne/sh/p (Names of)
Julia M Spronkle
L LoUega Hummel, F~OA
Opening Date
_- f~lanc~ on Date of Death
Acc~ucd Interest
Total
I~ ~ ~D
~ ~A~nt
A~unt Numar
5/28/83 closcd
$2,719, S0
$ 0.37 (ac~ Int~ ~ not
Ce~te ~
~1~39139180f6
Opening Data ~
7¥Balance on Date of Dentb
A~c/'uecl Inferest
Total
Interest Pai~ YTD
L Loucll.~ Hummel, Joint Owner
Julia M Sprenldo, Joint Owner
5/27/99 dosed 32/O4
$ ~.35
$ 0.00
Type of Account
Aocount Number
Ownership (Names
Opening Dete
A~d In.mst
Toffil
Cerl~fic~te of Deposit
0310039139'19410
L Louelle Hummel, Joint Owner
Julia M Spm~lde, J~nt Owner
.~ ~5.0~
$10, 470. 69
$ 0.00
Please be ao'vlsed, there was no safe deposit box found for the above decedent, F~' further
information, ok~surea and/or relmbur~rnent Of funds, please call the Highland Park Office ~ 717-737-
Management
Harry H. Sieg, Executor
30 N. 15th.
Camp Hill, PA 17011
facsimile nsmittal
To: Betsy Prough, M&T Bank Fax: Fax 717-737-6498
From: HarryH. Sieg. Executor Dat~: 8/23/2004
D.O.D. Accounts Value Pagee: 1
H. Sieg ° · · · · · .
[] For Review [] Please Comment x Please Reply [] Please Recycle
In the Estate of Julia M. Sprenkle~ formerly of 128 S. 15th. Street~ Camp Hill, PA 17011~
SS 202-20-6624, D.O.D. 1-19-04.
I am the Executor of the above referenced estate and require additional information concerning
Julia's account. I was in your office on several occasions for account information and I believe I
gave you a short certificate. In order to complete the PA InheritenccTax forms, I need the exact
amount of Julia's accounts on 1-19-04, along with a separate listing of thc interest from the
beginning of the year 2004. There were 3-accounts as follows: CD 031003913918016 and CD
031003913919410 (These are joint accounts with Leah L. Hummel); and Checking
000000014244039. Please fax the information to the above tistcd fax number. Thank you.
.........
CULO CO
CUP1 I OTS INDIVIDUAL CUSTOMER PROFILE 04/01/81 9.47.01
96 OP EBRN PIS 64282 TNDIVYDUAL CUSTOPIER DISPLAYED
OUST NO.
COID 96 SSN/TID:
N JULIA PI SPRENKLE
A 128 S 15TH ST
C CAMP HILL PA 17011-5501
NO 202206624
EMPLOYER RETIRED
BK REL
BK SVC ALL
HONE PHONE
BUS. PHONE
R E NAR KS
OUST SEC STATUS--
CD 0 COST CENTR 6113 BRN-- 6113
TIE 1 OPENED 830528 OFF01
CLOSED OFF02
LST PLAIN 1030922 MAR STATS
BRTHDATE 130227 SEX ...... F
DECEASED ADVERTIS?
BANKRUPT EMPLOYEE? N
OCCUP CD HH# 0
CUST TYPE T3 SENS CODE 0
LANGUAGE REFER? N
NATIONALITY NEXT: 9
0007 .PLACED 1030608 EXP. DATE 9999999 ACCOUNT ARCHIVED STA/001 /001/00000080000
~8 PLACED 1~3~6~8 EXP. DATE 9999999 ~2183293 OPENED: 1999-~6-11 CLOSED:
LIST HIST ACCTS? N LIST CLOSED ACCTS? Y
ACTN: ACPR ACDT A C C 0 U N T R E L A T I 0 N S H I P S NEXT:
SEQ- COID- PRDSP ACCOUNT ................ OPEN ST CURR ...... BALANCE ......
~¢~1 96 CDA~ ~31~3913918~18~4 99~5 99 ~14,132.73
¢¢¢2 96 CDACE ~31~391391941~P~v/ 1¢1¢5 99 /~'~1¢,455.64
¢¢03 96 DDAK7 ~¢~¢14244~39-¢~/~ 83~5 99 ~ ' ,¢~'~ , 2,719.56
Bra~ch ~ales Associate
200
IND
Highland Park Branch
344 S. lOth Street
Lemoyne, PA17043
7177373322 ~×7177376498
ACPR 2 CZS ACCOUNT/PRODUCT PROFILE 04/el/31 9.54.14
CULO CO 96 OP EBRN MS B4~00 ACT[ON SUCCESSFUL
ACTION: [NQ ([NQ NXT NXTCUS NXTACR NXTRMK ACDT ACDE)
COID 96 PRODUCT CDA ACCOUNT 031003913918016 EMPLOYEE SENSITIVITY 0
~{BALANCE 14,132.73 ST 99 SUB-PRD CJ./TID: 202206624 CD 0 LINE 1
T JULIA M SPRENKLE ~~NTF~ OFF1- 06113 OFF2- 99999
T OR L LOUELLA HUMMEL ~'~/ ,~,,/' ,~ ~-~X ~ BRANCH ............. 6113
A 128 S 15TH ST ~ ~/0~¢-~.~;''~' ~ COST CENTER ...... 6113
C CAMP HILL PA 17011-5501_~U ~,,.,~ .~ ~,o~, ~ ) OPEN DATE ........ 990527
~ ~, ~ ~ ,L,"'u~t,~',~,'O~o ~ CLOSE DATE .......
~'"~ ~ CURRENCY
LAST MAINT. DATE- 1~3~7~
ACTN: CUPR R E L A T E D C U S T 0 M E R S NEXT: 1
SEQ- 'CO[D- CUSTOMER ............................... TIE- REL ..... APSP O[4NER
~001 96 L LOUELLA HUMHEL 1 ,JOINT PR NNN 100.0000
0002 96 JULIA N SPRENKLE 1 JOINT SC NNN 100.0000
R E L A T E D A C C O U N T S NEXT: 1
SEQ- COID- PRD ACCOUNT ................ REL
0001 PLACED 1030704 EXP.
PLACED EXP.
REMARKS
DATE 9999999 ALLFTRST ACCT NO
NEXT: 1
80~00002183268
__ ACPR 2 CIS ACCOUNT/PRODUCT PROFILE 04/01/31 9.54.24
CULO CO 96 OP EBRN MS 64000 ACTION SUCCESSFUL
ACTION: [NQ (INQ NXT NXTCUS NXTACR NXTRMK ACDT ACDE)
iTCOID 96 PRODUCT CDA ACCOUNT ~31003913919410 EMPLOYEE SENSITIVITY 0
ALANCE 10,455.64 ST 99 SUB-PRD CE~I~/TID: 202206624 CD 0 LINE 1
JULIA M SPRENKLE ~ ,_~/,,,~ CN'r,R~im~ OFF1- 06113 OFF2- 99999
~m OR L LOUELLA HUHHEL ~ ~-~/ ./ ,.,,~"~"-~,.~'~ BRANCH ............. Bl13
128 S 15TH ST ~. L-~t..~ ~/~0~.4~' '~' --~ COST CENTER ...... Bl13
CAMP HILL PA 17011-5501 '~.,../ _ ¢~ .... ~ OPEN DATE ........ 1010509
_ ~, ,,~,~,~.,~ ,,~,,.,'~ _?I,~,Yl/'>.~ I CLOSE DATE .......
~~"~' ~__~ CURRENCY ...........
LAST MATNT. DATE- 1030705
ACTN: CUPR R E L A T E D C U S T 0 M E R S NEXT:
SEQ- COID- CUSTOHER ............................... TIE- REL ..... APSP ONNER 96
0001 96 L LOUELLA HUMMEL 1 JOINT PR NNN 100.0000
0002 96 JULIA M SPRENKLE I JOINT SC NNN lIZI0.00~10
R E L A T E D A C C O U N T S NEXT: 1
SEQ- COID- PRD ACCOUNT ................ REL ..... APSP ONNER
R E M A R K S NEXT:
0001 PLACED 1030704 EXP. DATE 9999999 ALLFIRST ACCT NO 80000002184105
PLACED EXP. DATE
al rst
Certificate of Deposit
(JklinM$1~
]ULIA M S P REI'~LE
OR L LOU[LLA HUHiV~L
128 S. 15TH ST.
CAIv~' HILL PA 17011-5501
h,,llh,,llh,,,,,Ih,.Ihhh,hhlh,,.dh,hlh,h hh,I
~cc;No 8-000-000-2183268 0 a~Hk~tcem d~ ~4.hmr
Fixed Rate CD CUSe~ners~Aee
/%~MWSm
Term (monks)
Maturity date
O1/27 INTEREST CREDIT
04/27 INTEREST CREDIT
05/27 INTEREST CREDIT
3,65X Beginning balance
~242.22 Deposits and addHons
~242.22 O~her acuity
~6,493.91
2~2.22
-44q.13
06/27/2002
¢103.94
103.31
34.97
~242.22
05,27 INT. PAYMENT -q44.13
PAID BY CHECK
-~44.13
O Customer Service
O Credit to your account
O Important reminder
~ Charge to your account
I~ O~er banks'ATM
For questions about
your statement or
change of address
information, please see
page 2.
allfirsl:
] ULIAM S PREI~LE
OR. L LOUELLAH~L
128S. 1STH ST.
~ HILL PA 17011-550!
h.llh,,llh,,,,,Ih.lhhh d,hlh,,.,Ih,hlh,h hh,I
Certificate of Deposit
J~l~l M Slal~lIMe
O~L LOue~ HulTr~I
~cctNo 8-o0o-cx~o-21~.~o50 ~t. mm O =a4ew
Fixed Ram CD Cmtmmrserdce
1-8~O-53~-4630
Inte*est ram $.96~ Beginning balance .fl0
Term (months) & Deposits andaddktons 5,500.00
kbmdty date 11/09/2001 Cl~l~V~ue (*$,500.00
De~aeits alel ~
ii~ 05,O9 DEPOSIT ~3,500.00
¢$,500.00
iil~lae~ ~ ~ meilll
O customer service
~ Credltto your account
~ Important reminder
~ Charge Io your account
· Od~er ba nks'ATlq
~ansacUon
For questions about
your statement or
change of address
informa~ion, please see
page 2.
2/3/04
Harry,
Any Questions or Problems, Please Call, I have the data available and can
get more if needed.
Paul S.
PAUL C, SCHUBERT
Customer Se~ice Representative
Waypolr~t Bank
1200 Market Street
Lemoyne, PA 17043
717/761-7810
717/761-5820 fax
Accounts of Julia M. Sprenkle, Deceased
CD
Account
Number
455289838
456289238
1000008828
1000008894
1000012646
100012702
100012705
1055298576
1055298562
1055307553
3155304199
3156318118
7100008291
7100008529
12/31/2003 Daily
Value, $ Factor, $
$12,638.79
$10,921.50
$16,895.79
$12,492.23
$12,965.39
$20,254.92
$16 174.66
$8 294.62
$7 399.93
$12 036.35
$11 625.88
$13 375.78
$13 712.64
$9 274.45
Times
19 Days
in Janua~
0.417649$7.94
0.385358$7.32
0.549898$10.45
0.290328$5.52
0.336816$6.40
0.443030$8.42
0.353783$6.72
0.215471$4.09
0.279290$5.31
0.296201$5.63
0.378381$7.19
0.365767$6.95
0.26177 $4.97
0.214333$4.07
P. Schubed
8~23/2OO4
1/19/2004
Value,$
$12,646.73
$10,928.82
$16,906.24
$12,497.75
$12,971.79
$20,263.34
$16,181.38
$8,298.71
$7,405.24
$12,041.98
$11,633.07
$13,382.73
$13,717.61
$9,278.52
$90.97 $178,153.90
Accounts of Julia M. Sprenkle, Deceased
CD
Account
Number
455289838/
456289238¢
1O0OOO8828-
1000008894t
1000012646¢
100012702'
100012705¢
1055298576-
1055298562-
1055307553~
3155304199~
3156318118-
12/31/2003 Daily
Value, $ Factor, $
$12,638.79 0.417649
$10,921.50 0.385;
$16,895.79
$12,492.23
$12,965.3~
$2O O.443O3O
$16, .66 0.353783
0.215471
399.93 0.279290
:,036.35 0.296201
$11,625.88 0.378381
$13,375.78 0.365767
P. S~
~04
Times
19 Da'
in 'y
$7.94
$7.32
$10.45
$5.52
$6.40
$8.42
$6.72
$4.O9
$5.31
$5.63
$7.19
$6.95
1/19/2O04
Value, $
$12,646.73
$10,928.82
$16 906.24
$12 497.75
$12 971.79
$20 263.34
$16 181.38
$8 298.71
$7 405.24
$12 041.98
$11 633.07
$13 382.73
$155,157.77
90-0050-0
Work with Customer Accounts
Subset by
Sequence by
T~pe options, then press Enter.
5=Display account 8=Display description
12=Customer s,~---ary 14=Work with alternate
SPRENKLE JULIA
1 Short name
Short Name
SPRENKLE JULIA M
SPRENKLE JULIA M
SPRENKLE JULIA M
SPRENKLE JULIA M
SPRENKLE JULIA M
SPRENKLE JULIA M
SPRINKLE JULIA M
SPRENKLE JULIA M
SPRENKLE JULIA M
SPRENKLE JULIA M
SPRENKLE JULIA M
SPRENKLE JULIA M
10=Work with memo/tickler
15=Maintain relationships
Balance Rel Tl~e
Account number
9870010202206624 1 i Z
455289838w 12,832.42 SOW TM 203
456289238~ 10,921.50 SOW TM 203
1000008828w 16,895.79 SOW TM 203
1000008894~ 12,492.23 SOW TM 202
1000012646w 12,965.84 SOW TM 203
1000012702w . / 20,254.92 SOW TM 202
100001270~ ~.~ 16,174.66 SOW TM 202
-~>1055298562w7~0~--~7,399.93 SOW TM 203
1055298576~ ~-~-~ 8,294.62 SOW TM 203
1055307553~ 12,036.35 SOW TM 203
3155304199w 11,625.88 SOW TM 203
More...
F4
PrdAlt
F3=Exit F5=Refresh F11=Un/Fold F12=Cancel F17=Subset
Wag B~;r Banking onlg from Wagpoint Bank
Receipt - ~cct. ~.'
TLR ~;028~ ~isce~aneous Debit
90-0050-0 Work with Customer Accounts
Subset by SPRENKLE JULIA
Sequence by 1 Short name
T~pe options, then press Enter.
5=Displ&y account 8=Display description 10=Work with memo/tickler
12=Customer s,~---ary 14=Work with alternate 15=Maintain relationships
F4
Opt Short Name
~,?SPRENKLE JULIA M
,_~ SPRENKLE JULIA M
:.j.~S?RENKLE JULIA M
Account number
3156318118~
7100008291
7100008529
Balance Rel T~pe Prd Alt
13,375.78 SOW TM 203
13,712.64 SOW TM 203
9,274.45 SOW TM 202
Bottom
F3=Exit FS=Refresh F11=Un/Fold F12=Cancel F17=Subset
A Family Tradition Of Caring
PARTHEMORE Funeral Home & Cremation Services, Inc.
c/o Mrs. Leah Louella Hummel
128 S. Fit~enth S~ent I - '~0.-ffL~
Camp Hill, PA 17011
We sincerely appreciate the confidence you have placed in us and will continue to assist you in evexy way
1303 Bridge Street
we can. Pl~us~ fenl free to contact us if you have any qu~fions in regard to this stat~nent. The following
P.O. Box 431 is an itemized statement of the servicm, faciliti~, automotive equipment and merchandise that you selec~d
New Cumberland, PA 17070 when making the funeral arrangements.
(717) 774-7721
I Terms I Due Date Account #
(Fax)
774-5546
www. par themore.com I Net 30 I 1/29/2004 2004005.8 I
Gilbert W. Parthemore,
Founder
Gilbert J. Parthemore,
Supervisor
Stephen K. Parthemore,
CFSP
Bruce R. Parthemore,
Pre-Need Coordinator, CPC
Professional Memberships:
NFDA · PFDA
DCFDA · CCFDA
G~.LDEN
The Rule You Knov~
Description Amount
Graveside S~wice Grouping 3,964.00
20 Ga. Steel Casket 899.1)0
12 Ga. Standard Steel Vault 789.00
Total iS~xvices and Merchandise ,d~ e,~ ~' , ~ 5,652.00
C~'tified Copies of Death Certificates.
Tent & Cemetery Equipment '~ 150.00
Clexgy Honorarium 150.00
Grave Opening /475.00
~.._,,~_~\~" \Total $6,437.00
Payment~lCradita ,-785.0o~
~' Balance Due
FUNERAL PURCHASE CONTRACT
(STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED)
(Charges are only for those items that you have selected or that are required. If we are required by
law or by a cemetery or crematory to use any items, we will explain the masons in writing below.)
Section 13.024 of the Rules and Regulations of the Pennsylvania State Board of Funeral Directors requires
this contract to be signed by the person or persons arranging for the funeral service and by the funeral director.
(Al OUR SERVICE:
BASIC SERVICES OF FUNERAL DIRECTOR & STAFF ................. $
EMBALMING . $ ,,~./'
ff you selected a funeral that may require embalming such as a funeral
with viewing, you may have to pay for embalming. You do not have to
pay for embalming you did not approve ff you selected arrangements
such as a direct cremation or immediate burial, ff we charged for
embalming, we will explain why below.
REASON FOR EMBALMING: , ~ ?~ "
OTHER PREPARATION OF BODY ................................................... $ ·
USE OF FACILITIES, STAFF & EQUIPMENT:
Funerat Ceremony Conducted at Funeral Home ....................... $
Visitation I Viewing Conducted at Funeral Home ...................... $
Memedal Service Conducted at Funeral Home ......................... $
USE STAFF & EQUIPMENT:
Funeral Ceremony Conducted al another facility ....................
Visitation I Viewing Conducted at another facility ..................... $
Memorial Service Conducted at another facility ........................ $
Graveside Service ..................................................................... $
TRANSFER OF REMAINS TO FUNERAL HOME ......................... $
(within 25 mile radius)
AUTOMOTIVE EQUIPMENT:
Casket Coach (Hearse) ................................ $
Limousine .................................................................................. $
Flower Car ................................................................................. $
Service/Lead Car ....................................................................... $
MISCELLANEOUS MERCHANDISE:
Register Book ........................................................................... $
Memorial Folders / Prayer Cards .............................................. $
Acknowledgment Cards/Thank You Notes ................................
Clothing ...................................................................................... $
Crucifix (instde/outside} .............................................................
Casket (description) / · ' * '* ~ ' '
Cremation Urn
Traditional Funeral Service Grouping
(includes items checked above) .................................................. $
Graveside Service Grouping ................................................................. $
Cremation with Traditional Funeral Service Grouping ..........................
Cremation with Memorial Service Grouping .........................................
Cremation with Graveside Service Grouping ........................................
Direct Cremation (as seiacted) .......................................................... v. $
immediate Burial (as seleCted) ............................................................ $
Receiving of Remains ...................................................................... $
Forwarding of Remains .......................................................................
TOTAL (A)
Parthemore
lnletnalionalc,.n..^,.t.. FUNERAL HOME AND CREMATION SERVICES, INC.
G(~ ~'~'~ ~ GILBERT J. PARTHEMORE, Supervisor
P.O. Box 431 1303 Bridge Street
NEW CUMBERLAND, PA 17070
Phone~!7~17) 77~.4-7721 ~
(Please PRINT Name)
Date of Death ' ~ Deceased is
CaselFile it
Date
Age
:: ' of person arranging services.
(Give Relationship)
(B) CASH ADVANCE ITEMS:
Newspaper Charges (estimate) .....................................................................................................
Certified Copies of Death Certificate copies
Tent &/or Cemete~ Equipment ...................................................................................................... $
Transportation miles -- ~ $ /mile ......................................................................... $
Clergy Honorarium ............................................................................................................................. $ -
Organist I~ $ .-- Soloist ~ $ ............................................................................... $
Altar Servers ~ $ -- /each .............................................................................. $
Flowers ............... $
Honor Guard $ Bugler $ .........................................................................................
Total (A) & (B) $
Total(C) $ --
Less: Payment/Date/Check ., $
Other (Specify) .............. $
LEGAL, CEMETERY, CREMATORY OR OTHER RBOUIRE MPELLING THE PURCHASE OF ANY ITEMS LISTED
ABOVE:
The undersigned purchaser(s) hereby attest to the following: (1) EWe did (.-"~) did not ( ) authorize embalming of
the above narr~d deceased, (2) I/We were shown a Casket Price List and an Outer Burial Container Price List
prior to being shown caskets and outer burial containers if our arTangements included these items. (3) I,'We were given/offered for retention
a General Price List upon the beginning of a discussian of funeral arrangements and/or selection of services and merchandise,
TERMS: Parthemore Funeral Home & Cremation Services' goal is to provide the best staff, and merchandise available while at the same
time gividg each and everyone of the families we same the greatest value and chok:es for payment terms. Piaase select one of the following
Options for payment:
0 Two Percent Dlecount; If payment in full is received on or before the day of service, a 2 (two) % discount will be extended on the goods
and ser¥ices (left) side of funeral purchase contract. Cash advance items are excluded as they are not charges. Payment must be made by
cash, check, or money order only. No credit card payments please as we pay for this service. ~ Standard Terms. Cash advance items to
be paid on or before the day of the service. The balance will be paid within 30 days of the contract date. As a convenience to the families we
serve. Visa & Mastercard are accepted as payment. In any situation, a charge of 15% percent annum will be added to any outstanding
balance after 30 days from the original contract date. Purchaser agrees ta pay any reasonable attorney fees, courl costs, and any toher cast
incurred in the collechn of this debt. As this is not the final statement, please contact our office before rendering payment to determine the
exact final charges. I. or we, having read the above, accept and approve same. and jointly and severally promise to make full payment there
for. Each purchaser understands that this promise to jointly and severst[y make full payment means the Funeral Home has the dght to
collect the entire amount from anyone ore more of the purchasers without resort to any ciaJm against any other purchasers This
right exists regardless of whether or not one or more of the purchasers have agreed among themselves how much each will
contribute to ~rnake full payment. Receipt of a copy of this contract is acknowledged.
Julia M. Sprenkle Estate
cio Harry Sieg, Executor
30 N. 15th Street
Camp Hill, PA 17011
3ames R. GJngrich Memorials
5243 Simz~son Ferry Road
Hechanicsburo, PA 17055
(717} 766-5622
Invoice
6/24/2004
125389 5/29/2004
1 Cemetery Inscription
Julia Sprenkle Ron Colvin
Order Total:
Payments:
Balance Due:
$95.00
$o.oo
$95.00
RECEIPT FOR PAYMENT
Cumberland County - Register Of Wills
Hanover and Hiqh Street
Carlisle, PA I7013
Receipt Date 1/27/2004
Receipt Time 15:08:54
Receipt No. 1035395
SPRENKLE JULIA M
File Number
Remarks
2004-00080
HARRY H SIEG
AC
Transaction Description
PETITION FOR PROBA
EXTRA PAGES
RENUNCIATION EXECU
SHORT CERTIFICATE
JCP FEE
Distribution Of Receipt
Payment Amount
235.00
12.00
5.00
6.00
10.00
Check# 488
Total Received .........
~268.00
268 O0
Payee Name
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENEP_AL FUN
CUMBERL~lqD COUNTY GENERAL FUN
BUREAU OF RECEIPTS & CNTR M.D
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Julia M. Sprenkle, (Malden Name: Julia M. Hummel)
Date of Death: January 19, 2004
Will No. 2004-00080 Admin. No. PA 21-04-0080
TO THE REGISTER,
I certify that notice of (beneficial interest) 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 February 11, 2004 and February 16, 2004.
NAME ADDRESS
1. Leah Louella Hummel, 128 S. 15th. St., Camp Hill, PA 17011 (Sister, named
beneficiary in the will). Letter 2-11-04 and 2-16-04.
2. Emma (Hummel) Homberger, C/O Ronald P. Sieg, Agent (POA), 3647 Derry
Street, Harrisburg, PA 17111. (Sister, referenced in the will). Letter 2-11-04.
3. Martha L. (Hummel) Sieg, C/O Ronald P. Sieg, Agent (POA), 3647 Derry Street,
Harrisburg, PA 17111. (Sister, referenced in the will). Letter 2-11-04.
4. Paul Hummel, 8819 Toulouse, San Antonia, Texas 78240. (Brother, not named in
the will). Letter 2-11-04.
5. No other living Sisters or Brothers.
6. No Spouse living.
7. No Children.
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except to
Harry H. Sieg - I, the Executor and writer of this certification, am that person named
under Item I. of the will. The will directed that real estate known as 1135 and 1137
Market Street should be given to me. However, this is not possible as the property(s) was
actually sold within 6-9 months after the date of the will, which was written'and signed
on December 9, 1993. I make no claim what-so-ever for any monies relative to the real
estate noted in the will.
Date: February 19, 2004
Address: 30 N. 15t . Stre4t ~
Camp Hill, PA 17011 r
Telephone: 717-975-8720
Capacity: Personal Representative,
Executor
NOTICE OF ESTATE BENEFICIARY
ltl the Estate of Julia M. Sprenkle, deceased January 19, 2004
Estate No. 2004-00080, PA No. 21-04-0080
(Name and Address)
TO: Leah Louella Hummel
128 S. 15th. Street
Camp Hill, PA 17011
This notice is to inform you that the Decedent Julia M. Hummel died on the 19th. Day of January, 2004, at
Manor Care Nursing Home, Camp Hill, Cumberland County. The Decedent died testate (with a will). You
have been named as a beneficiary in the will. Item II. of the will states the following:
"I give all of the residue of my estate, real and personal, to my sister, LEAH
LOUELLA HUMMEL, provided that she survives me by thirty (30) days.
If she does not so survive me, I give the residue of my estate, real and personal,
in equal shares to my sisters who survive me by thirty (30) days."
Prior to my release of the residue of the estate, all known debts incurred by Julia M. Sprenkle shall first be
paid from the estate. Likewise, all Federal, State, and other Death taxes payable on the property forming
the gross estate shall first be paid out of the residuary estate as if they were Julia M. Sprenkle's debts.
I will notify you as soon as possible, and provide to you a check for file remaining residue of the estate. I
believe this can be accomplished within the next four (4) to six (6) weeks.
It is my understanding that it is proper to notify you that you will be responsible for payment of Federal and
State Income taxes, if any, on tile monies that you receive, as the amotmt may increase your yearly income.
Accordingly, 1 also understand that it is proper to notify you that you have the right to _not receive the
monies Ii'om the will If you should choose to not receive the monies from the wilt, as the named
beneficiary, please notify me by letter within the next seven (7) days from your receipt of this letter, lfl do
not hear from you, I will assume that you will accept the monies from the will.
Thank you, and please Feel free m call me at the below listed number if you should have any further
Date: Februury 16, 2004 Signatu
Name (print)'Dtar~ H. Sieg /
Address: 30 N. 15th. StrUt
Camp Hill, PA 1701 l
Telephone: 7 l 7-975 -8720
Capacity: Personal Representative
Executor
IMPORTANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
THIS NOTICE DOES NOT IVlEAN THAT YOU WILL RECEIVE
ANY MONEY FROM THE ESTATE OR OTHERWISE
Whether you will receive any money or property will be determined
wholly or partly by the decedent's will. If the decedent
died without a will, whether you will receive any money or property
will be determined by the intestacy laws of Pennsylvania.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA
In the Estate of Julia M. Sprenkle, deceased January 19, 2004
Estate No. 2004-00080 PA No. 21-04-0080
(Name and Address)
TO:
Leah Louella Hurmnel
128 S. 15th. Street
Camp Hill, PA. 17011
Please take notice of the death of decedent and the grant of letters to the personal representative named
below.
Harry H. Sieg
The Decedent Julia M. Sprenkle, died on the 19th. day of January, 2004, at Manor Care Nursing Home,
Camp Hill, Cumberland County, Pemisylvania.
The Decedent died testate (with a will).
The pemonal representative of the Decedent is:
(Name, address, and telephone number)
Harry H. Sieg
30N. 15th. Street
Camp Hill, PA 17011
(Phone 717-975-8720)
If the Decedent died testate, the will has been filed with the Office of the Register of Wills ol'Cumberland
County, 1 Courthouse Square, Carlisle, PA. 17013. Phone No. 717-240-6345.
A copy of the Will or Petition may be obtained by contacting the Register of Wills and pay~g ~e charges
for duplication.
Date: February 1 t ,2004 Signature.~/
Name (prat): H, drry. H. Sieg
Address: 30 N. 15th. Street [
Camp Hilt, PA. 1701
Telephone: 717-975-8720
Capacity: Personal Representative -
(Executor)
IMPORTANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE
ANY MONEY FROM THE ESTATE OR OTHERWISE
Whether you will receive any money or property will be determined
wholly or partly by the decedent's will. lfthe decedent
died without a will, whether you will receive any money or property
will be determined by the intestacy laws of Pennsylvania.
BEFORE THE, REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA
In the Estate of Julia M. Sprenkle, deceased January 19, 2004
Estate No. 2004-00080 PA No. 21-04-0080
(Name and Address)
TO:
Emma (Hummel) Hombeger
C/O Ronald P. Sieg, Agent (POA)
3647 Derry Street
Harrisburg, PA 171 l I
Please take notice of the death of decedent and the grant of letters to the personal representative named
below.
Harry H. Sieg
The Decedent Julia M. Sprenkle, died on the 19th. day of January, 2004, at Manor Care Nursing Home,
Camp Hill, Cumberland County, Pe~msylvania.
The Decedent died testate (with a will).
The personal representative of the Decedent is:
(Name, address, and telephone number)
Harry H. Sieg
30N. 15th. Street
Camp Hill, PA17011
(Phone 717-975-8720)
Iftbe Decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland
County, 1 Courthouse Square, Carlisle, PA. 17013. Phone No. 717-240-6345.
A copy of the Will or Petition may be obtained by contacting the Register of Wills an~ charges
for duplication.
Date: February l 1, 2004 Signatur¢~ y//~ /
Name (prin~): Hgrr~rH. Sieg / -
Address: 30 N. 15th. Street t
Camp l:till, PA. 17011
Telephone: 717-975-8720
Capacity: Personal Representative
(Executor)
IMPORTANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE
ANY MONEY FROM THE ESTATE OR OTHERWISE
Whether you will receive any money or property will be determined
wholly or partly by the decedent's will. If the decedent
died without a will, whether you will receive any money or property
will be determined by the intestacy laws of Pennsylvania.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA
In the Estate of Julia M. Sprenkle, deceased January 19, 2004
Estate No. 2004-00080 PA No. 21-04-0080
(Name and Address)
TO:
Martha L. (Hummel) Sieg
C/O Ronald P. Sieg, Agent (POA)
3647 Derry Street
Harrisburg, PA t7111
Please take notice of the death of decedent and tl~e grant of letters to the personal representative named
below.
Harry H. Sieg
The Decedent Julia M. Sprenkle, died on tbe 19th. day of January, 2004, at Manor Care Nursing Home,
Camp Hill, Cumberland County, Pennsylvania.
The Decedent died testate (with a will).
The personal representative of the Decedent is:
(Name, address, and telephone number)
Harry H. Sieg
30 N. 15th. Street
Camp Hill, PA 17011
(Phone 717-975-8720)
If the Decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland
County, I Courthouse Square, Carlisle, PA. 17013. Phone No. 717-240-6345.
A copy of the Will or Petition may be obtained by contacting the Register of Wills and payingt~e charges./
for duplication. ~
Date: Februa~ 11, 2004 Sign mr .~. /
Name(print): ~a~. H. Sie~
Address: 30 N. 15th. Stree~
Camp Hill, PA. 17011
Telephone: 717-975-8720
Capacity: Personal Representative -
(Executor)
IMPORTANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE
ANY MONEY FROM THE ESTATE OR OTHERWISE
Whether you will receive any money or property will be determined
wholly or partly by the decedent's will. If the decedent
died without a will, whether you will receive any money or property
will be determined by the ini;estacy laws of Pennsylvania.
BEFORE THE. REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA
In the Estate of Julia M. Sprenkle, deceased January 19, 2004
Estate No. 2004-00080 PA No. 21-04-0080
(Name and Address)
TO: Paul Hummel
8819 Toulouse
San Antonia, Texas 78240
Please take notice of the death of decedent and the grant of letters to the personal representative named
below.
Harry H. Sieg
The Decedent Julia M. Sprunkle, died oti the 19th. day of January, 2004, at Manor Care Nursing Home,
Camp Hill, Cumberland County, Pennsylvania.
The Decedent died testate (with a will).
The personal representative of the Decedent is:
(Name, address, and telephone number)
Harry H. Sieg
30 N. 15th. Stre~
Camp Hill, PA 17011
(Phone 717-975-8720)
if the Decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland
County, 1 Courthouse Square, Carlisle, PA. 17013. Phone No. 717-240-6345.
A copy of the Will or Petition may be obtained by contacting the Register of Wills and pay~ th~-/6harges
for duplication. ~A,~
Date: February 11, 2004
Name (print): Ha~fy. H. Sieg
Address: 30 N. 15th. Street
Camp Hill, PA. 1701
Telephone: 717-975-8720
Capacity: Personal Representative -
(Executor)
A Family Tradition Of Caring
PARTHEMORE
1303 Bridge Street
P.O. Box 431
New Cumberland, PA 17070
(717) 774-7721
(Fax) 774-5546
www. parthemore.com
Funeral Home & Cremation Services, Inc.,
April ~0, 2004
128 South Fifteenth Street
Camp Hill; PA 17011
Dear Mrs. Htmanel;
Enclosed you will find a copy of a revised death certificate for Julia Sprenlde.
The coroner's office issued a revised certificate to reflect that Mrs. Sprenlde's
injuries were the result of an acddent.
Gilbert W. Parthemore;'
Founder
Gilbert J. Parthemore,
Supervisor
Stephen K. Parthemore,
CFSP
Also enclosed is an application to obtain certified copies of the revised death
certificat~uld need thenz-")The application will need to be signed,
the numbeF~of copies wfiher~in, and mailed to the highlighted address along
with a copy of your identification and check or money order. The certificates
cost $9.00/each. The areas that need completed are highlighted also.
Please call if you have any questions.
Bruce R. Parthemore,
Pre-Need Coordinator, CPC
Pro~ssionalMemberships:
NFDAopFDA
DCFDAoCCFDA
S~cere~,
Kelli L. Clingan
Office Manager
PF. RMA,E~IT #29-239
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
(Coroner)
STATE FILE NUMBER
Julia
UNDER 1 YEAR
Days
Cumberland
Manor Care
- 20 -" Female 3. 202 anuary 19, 200'4
eb. Marysville, PA Inpat~em [] EFUOutpa,iem [] OOA [] Home Re~iU,nce [] (SO,city) []
C~P OF DEATH
Camp Hill
RACE. American Ind[an, Black, White, etc
(Specily)
10. white
14, MARITAL STA? U S ' Mar tied 15.SURVIVING ~POUSE
widowed
Homemaker
=ATHER'S NAME (Firs1, Middie Las1)
John Lawrence Hummel
17b. County. Cumberland towasaip? ,Td.~ NO, decedenHived
-- wit hi~l act ~lal limits o, Camp Hill
I~~'~z~P~ Camp Hill. PA 17011
~tZPOS~ION ' N'~ of CemeteU, Cremato~ LOCATION - C~y~own Slate, Zip ~e
128 S. Fifteenth Street RESIDENCE
,6.Camp Hill, PA 17011 nolherside)
Leah Louella Hummel
METHOD OF DISPOSITIO
DATE OF DISPOSITION
(M(x~th Day Year)
[] 21bJanuary. 22, 2004
SIGNATURE CFI
GASSUCH
I iLICENSENUMBER I INAMEANDADDRESSOEFACILITY ParthemoreFH & CS, Inc.
22b, FD 013 340 L ,22c.p.o. Box 431. New Cumberland. PA 17070-043]
~ ~complicatio I sh0ckor~ea~fa~lure
,~ Subdural Hematoma
~US~ (msea~ ~ imjury c Fall I
~so~g., [~[, ~ 2[:iia] ~/.Jan. 16,2004 / a:oo A lv~. ~ .o l Fall in home
.... z,, ~ ,~.' ........ ~ome I~ 15th S~.. Camp Hill. PA
...................................................... ~ oner
'MEDICAL EXAMINER/CORONER
Onthe besisof examination and/orinvest~gaEon, in my op non, dea h occurred at thetime, date, and place, and due tothe cause s and ~
manner as stated ................ . ..........................
REGISTRAR'S SIGNATURE AND NUMDER
rEDATE SIGNED (Month Day, 'feat}
",- I,,d. April 14, 2004
NAME AND ADDRESS OF PERSON WHO COMPLETED CAUSE OF DEATH
Iltem 27) Type °r Print Michael L. Norris, Coroner
6375 Basehore Road, Suite #1
~2. Mechanicsburg, Pa. 17050
3ATE FILED (Month, Day, '~ar)
['his is to certify that the information here giver~ is cottecdy copied hnco an original certificate o£ death duly filed with n,e as
Local Registrar. The original certificate will be fbrwarded to the State Vita] Records Office [or permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
Local Registrar
"' '" '~ 2004
No. Date
Julia M. ,renkle
Cumberland
Camp Hill
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
1.. J =ar, 2004
Marysville, PA E~ [] ~O ~ ~ ~
Cumberland ~' .*.~ ~ Camp Hill
,,. ~r7 B~rtha Rinehart
~. 128 S. F~fto~nth 8tree~, Ca~p ~11, P~ 17011
O,,~anuary 22, 2004 E~mnuel Cemetery Fairview ~., PA 17339
Parthemore FH & CS, Inc.
128 S. Fifteenth Street
Camp Hill, PA 17011
John Lawrence Hummel
Leah Louella Hummel
,MO ,.~0
Register of Wills of CUMBERLAND County, Pennsylvania
Certificate of Grant of Letters
WHEREAS, on the 27th
dated December 9th 1993
No. 2004-00080 PA No.
ESTATE OF SPRENKLE JULIA M
21-04-0080
Late of CAMP HILL BOROUGH
Deceased
Social Security No. 202-20-6624
day of January
2004 an instrument
was admitted to probate as the last will of SPRENKLE JULIA M
(~'1', ~'1~'1',
late of CAMP HILL BOROUGH , CUMBERLAND County, who died on the
19th day of January 2004 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA FARNER STRASBAUGH , Register of Wills in and for
the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify
that I have this day granted Letters TESTAMENTARY
to SIEG HARRY H
who has
and has
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the
of my Office the 27th day of January 2004.
__ duly qualified as Executor(rix)
__ agreed to administer the estate according to law, all of which fully
seal
**NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
WILL OF JULIA M. SPRBNKLR
I, JULIA M. SPRENKLE, of Harrisburg, Dauphin County,
Pennsylvania, declare this to be my last will and revoke any will
previously made by me.
iTEM I. I gig~"'~ll th~ r~ai estate s~tuate-in the-~5~ity-~f
Harrisburg, Dauphin County, Pennsylvania, knOwn as 1135 and 1137
Market Street, to my nephew, HARRY H. SIEG.
ITEM II. I give all the residue of my estate, real and
personal, to my sister, LEAH LOUELLA HUMMEL, provided that she
survives me by thirty (30) days. If she does not so survive me,
I give the residue of my estate, real and personal, in equal
shares to my sisters who survive me by thirty (30) days.
ITEM III. No interest in income or principal shall be
assignable by, or available to anyone having a claim against, a
beneficiary before actual payment to the beneficiary.
ITEM IV. All federal, state, and other death taxes payable
on the property forming my gross estate for tax purposes, whether
or not it passes under this will, shall be paid out of the
principal of my residuary estate just as if they were my debts,
and none of those taxes shall be charged against any beneficiary.
Page I of 4 Pages.
ITEM V. I authorize my executor:
A. to retain and to invest in all forms of real and
.personal property, regardless of (i) any limitations imposed by
law on investments by executors or trustees, (ii) any principle
of law concerning delegation of investment responsibility by
executors or tru~es~ '~r (iii) any pri~Ci~lel0~' law
investment diversification;
B. to compromise claims and to abandon any property
which, in my executor's opinion, is of little or no value; to
borrow from, and to sell property to others, and to pledge
property as security for repayment of any funds borrowed;
C. to sell at public or private sale, to exchange or
to lease for any period of time any real or personal property, and
to give options for sales or leases;
D. to join in any merger, reorganization, voting-trust
plan or other concerted action of security holders, and to
delegate discretionary duties with respect thereto;
estate
estate
E. to use administrative or other expenses of my
as income tax or estate tax deductions and to value my
for tax purposes by any optional method permitted by the
Page 2 of 4 Pages.
law in force when I die, without requiring adjustments between
income and principal for any resulting effect on income or estate
taxes; and
F. to distribute IN KIND and to allocate specific
assets among the beneficiaries in such proportions as my executor
may think best, S'O l°ng as the to~al ~a~ket 'valUe~ of '-~ny
beneficiary's share is not affected by such allocation.
These authorities shall extend to all real and personal
property at any time held by my executor and shall continue in
full force until the actual distribution of all such property.
All powers, authorities, and discretion granted by this
will shall be in addition to those granted by law and shall be
exercisable without leave of court.
ITEM VI. I appoint my sister, LEAH LOUELLA HUMMEL, executor
under this will. Should my sister, LEAH LOUELLA HUMMEL, fail to
qualify or cease to act as executor, I appoint my nephew HARRY H.
SIEG, executor under this will. No personal representative
appointed hereunder shall be required to give bond or furnish
sureties in any jurisdiction.
ITEM VII. The term "executor" and "trustee" or any pronoun
used to indicate the executor, trustee, any other fiduciary or any
beneficiary shall be deemed
person or corporation and to
gender as the case may be.
to apply, to one or more than one
the masculine, feminine or neuter
iN WITNESS WHEREOF, I have hereunto ~et my hand and Seal to
this, my last will, this ~-~day of December, 1993.
~uLIA M. SP~ENICLE
SIGNED, SEALED, PUBLISHED, and DECLARED by the above
testatrix, as and for her last will, in the presence of us, who
thereupon at her request, in her presence and in the presence of
each other, have hereunto subscribed our nam~egas witnesses.
Page 4 of 4 Pages.
STATE OF PENNSYLVANIA
COUNTY OF DAUPHIN
We, JULIA M. SPRF~NKLE, '~#~4~ ~. ~C~! , and
P~.~L~J'-D~tTz~.the testatrix and witnesses, respectively,
whose names are signed to the attached or foregoing instrument,
being first duly sworn do hereby declare to the undersigned
authority t/%at, the ~estatrix signed and executed the. instrument
as her last will and that she had signed willingly and that she
executed it as her free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and
hearing of the testatrix, signed the will as witness and that to
the best of our knowledge, the testatrix was at that time eighteen
years of age or older, of sound mind and under no constraint or
undue influence.
Witness
SUBSCRIBED, sworn to or affirmed, and acknowledged before me
by the above-named testatrix and by the witnesses whose names
appear above on ~ ~ , 1~3.
Notary ~ubl~c
BUREAU OF INDIVIDUAL TAXES
TNHERITANCE TAX DZVISTON
DEPT. Z80601
HARRI*SBURG, PA Z71Z8-0601
COHHONNEALTH OF PENNSYLVANIA
DEPARTNENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSENENT, ALLONANCE OR DZSALLONANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
REV-16~7 EX AFP
HARRY H SIEG (~4' -1 ,":;,
$0 N 15TH ST
CAMP HILL ~ ~ PA 17011
DATE 11-01-2004
ESTATE OF SPRENKLE
DATE OF DEATH 01-19-2004
FILE NUHBER 21 04-0080
COUNTY CUHBERLAND
ACH 101
I Aeoun~ RamA~ad
JULIA M
HAKE CHECK PAYABLE AND RENZT PAYHENT TO:
REGISTER OF NILLS
CUMBERLAND CO COURT HOUSE
CARLTSLE, PA 17015
CUT ALONG THIS LINE ~'~ RETAIN LONER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLONANCE OR
DZSALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF SPRENKLE JULIA HFZLE NO. 21 04-0080 ACN 101 DATE 11-01-2004
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATTON CONCERNTNG FUTURE TNTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es~a~e (ScheduAa A) (1)
2. S~ocks and Bonds (Schadula B) (2)
3. Closely Held S~ock/Par~narship In~aras~ (Schedule C) (3)
~. Nor~gagas/No~as Recaivabla (Schadula D) (~)
5. Cash/Bank Daposi~s/Nisc. Personal Propar~y (Schmdula E) (E)
6. JoAn~ly O~nad Proper~y (Schadula F) (6)
7. Transfers (Schadula G) (7)
8. To~a! AssaYs
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral Expansas/Adm. Cos~s/HAsc. Expanses (Schadula H) (9)
10. Dab~s/Nor~gaga LiabilA~ias/LAans (Schadula I) (10)
11. Total Daduc~Aons
12. Ne~ Value of Tax Ra~urn
181/623.51
12/517.59
.00
.00 NOTE: To insura proper
.00 credA~ ~o your account,
.00 submA~ ~ha upper portion
.00 of ~his form ~i~h your
~ax payment.
(8)
10,447.18
15.
NOTE:
ASSESSHENT OF TAX:
1.6. Amoun~ of LAne 1~+ a~ Spousal ra~a
16. Aeoun~ of LAne 1~ *axabla a* Linaal/Class A ra*a
17. Amoun~ of L/ha 1~+ a~ S1blAng ra~a
18. Aeoun~ of L/ne 1~+ *axabla a~ Collateral/Class B ra~a
19. Pr/nc/pa! Tax Due
TAX CREDITS:
PAYHENT RECEIPT DISCOUNT (+)
DATE NUNBER INTEREST/PEN PAID (-)
09-07-2004 CD004552 .00
Z,540.34
(11)
(12)
Charitable/Governmental Bequests; Non-alac~ad 911:3 Trusts (Schadule J)
Na'l: Valua of Es~a~a Subjac~ ~co Tax
Zf an assessment ~as issued previously, lines 14, 15 and/or
195,941.10
reflect fAgures that $nclude the total of ALL returns assessed to date.
180,953.58
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
21,714.45
.00
.00
21,714.4~
.00
21,714.45
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
21,714.45
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REgUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~ YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.)
ANOUNT PAID
(1.6) .00 x O0 =
(16) .00 x 045=
(17) 180,95:5.58 x 12 =
(z8) .00 x 15 =
.00
180,953.58
16, 17, 18 and 19 will
RESERVATION:
PURPOSE OF
NOT[CE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 12, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Coamonaaalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of 2000. (7Z P.S.
Section 91~0).
Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side.
--Make check or money order payable to: REGISTER OF HILLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, may ba requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ara available at the Office
of the Register of Hills, any of the Z$ Revenue District Offices, or by calling the special Z4-hour
ansaering service for forms ordering: 1-BOO-$6Z-ZO50; services for taxpayers with special hearing and / or
speaking needs: 1-800-fi~7-50ZO (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown an this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. Z81021, Harrisburg, PA 17128-lOZ1, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should ba addressed in ariting to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return far a Resident
Decedent" (REV-lSD1) for an explanation of administratively correctable errors.
If any tax due is paid within three (5) calendar months after the dacedant's death, a five percent (SI) discount of
the tax paid is alloaad.
The 15Z tax amnesty non-participation penalty is computed on the total cf the tax and interest assessed, and not
paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you mould appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning aith first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes ahich became delinquent before January 1, 198Z bear interest at the rate of
six (6Z} percent per annum calculated at a daily rate of .000164. All taxes mhich became delinquent on and after
January 1, 198Z will bear interest at a rate ahich ~ill vary from calendar year to calendar year ~ith that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2004 are:
Interest Daily Interest Daily Interest
Year Rate Factor Year Rate Factor Year Rate
1982 ZOZ .000548 ~'Z)'~'8 - 1991 11Z .000501 ~ 92
1985 167. .000458 199Z 9Z . OOOZ~7 ZOOZ 67.
1984 11Z .000~01 1995-1994 7Z .O0019Z ZOO5 57.
1985 X3Z .000~56 1995-1996 97. .000Z47 2004 47.
1986 107. .000274 1999 7Z .00019Z
1987 107. .O00Z7fl ZOO0 7Z .O0019Z
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUI~BER OF DAYS DBLXNI;IUENT X DATLy 'rNTEREST FACTOR
Daily
Factor
.000Z47
.00016q
.0001~7
.000110
--Any Notice issued after the tax becomes delinquent ailX reflect an interest calculation to fifteen (15) days
beyond the data of the assessment. If payment is made after the interest computation date shown an the
Notice, additional interest must be calculated.
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July 25, 2005
Harry H. Sieg, Jr.
30 N. 15th. Street
Camp Hill, PA 17011
SS #
ElN 75-6707254
Ph. 717-975-8720
Department Of Treasury - Internal Revenue Service
228 Walnut Street
Harrisburg, PA 17108
RE: FINAL CLOSURE OF THE ESTATE OF JULIA M. SPRENKLE, DECEASED JANUARY 19.
2004. Estate No. 2004-00080 PA No. 21-04-0080
SS # 202-20-6624
Dear IRS,
I am the Personal Representative/Executor of the above referenced estate. I wish to close the Estate as soon
as possible with my local Register of Wills. To the best of my knowledge, the only thing remaining is to file
a copy of the "Final Communication from the Federal Government" with the Register of Wills, of
Cumberland County, Pennsylvania. I am therefore writing to inquire as to the status of the fmal
communication from the Federal Government, or any other closure responses or documents that I will
receive, with respect to the Estate. The Register of Wills of Cumberland County informs me, that this
document "must" be submitted to them as a fmal closing requirement.
I submitted the 1040 - 2004 U. S. Individual Income Tax return for Julia M. Sprenkle on approximately
March 11,2005. I submitted the 1042 - 2004 U. S. Income Tax return for Estates and Trusts for Julia M.
Sprenkle on approximately March 11,2005. On the same date of March 11,2005, I submitted the PA-40-
2004 Pennsylvania Tax Return, and the PA-41 - 2004 PA Fiduciary Income Tax Return, both to the PA
Department of Revenue. I believed that this completed my reporting responsibilities to both the Federal
Government, and the P A State Government.
I therefore look forward to the above mentioned "Final Communication" or other response to this letter, at
your earliest convenience. Thank you for your attention to this important and timely matter.
cc: Cumberland Co. Register of Wills V--
H. Sieg
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September 25, 2005
Harry H. Sieg
30 North 15th. Street
Camp Hill, PA 17011
PH (H) 717-975-8720
Register of Wills
1 Court House Square
Carlisle, P A 17013
RE: NOTICE OF COMPLETION AND CLOSURE OF ESTATE
DECEDENT: JULIA M SPRENKLE SS# 202-20-6624
WILL NO. 2004-00080, ADMIN NO. PA. NO. 21-04-0080
Dear Register of Wills,
This is to inform you that I, as the Personal Representative/Executor, do, to the best of my
knowledge, consider the administration of the above Estate complete and final. I have
enclosed the "Status Report Under Rule 6.12" for your review, information, and record. I
believe this is the final requirement.
In the event that you require additional information, you may reach me at the above
address or telephone number.
Thank you for your assistance in my execution of this will.
Enclosed: Status Report Under Rule 6.12
Cc: File
LL._1
s:--
L;_~
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: JULIA M. SPRENKLE ------------------- SS# 202-20-6624
Date of Death: Januarv 19.2004
Will No.: 2004-00080 --------------------------- Admin. No.: PA No. 21-04-0080
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: N/A
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 Orphan' Court No. (if any) for the personal
representative's account is: N/A
c. Did the personal representative state an account informally to the parties
in interest? Yes [X] No [ ]
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the
Orphans' Court and may be a e to this report: No
Attachments]
DATE: September 25. 2005
LD
Signature
Har H.
Name
30 North 15th. Street
Camp Hill. PA 17011
Address
717-975-8720 (Home)
Telephone
Capacity: [X] Personal Representative
[ ] Counsel for personal representative
i-C:r-