HomeMy WebLinkAbout02-0678
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of /J;}y,(Jt/ E: /tJh,7"'0/";,.8
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also known as
No.
To:
21-02-678
Register of Wills for the , I /
Deceased. County of (~um .eeli?/4,?d. in the
Social Security No. ;?,j;;?- :3t" ..5'4'/7 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 execut
in the last will of the above decedent, dated V...". /??t. /CO
and codicil(s) dated
~~ed
,19 .
(state relevant circumstances, e.g. renunciation, death of execiltor, etc.)
Decendent was domiciled at death in (}u/)?Co,p/c?r?C~ County, Pennsylvania, with
h last family or principal residence at . ~ , . '/ e ,/.) #- '.:<'0
N' C c,'/1/,S
(list street, number and muncipality)
g{ !lac.
'I - ? S' .- Ci /) 'lJ
Except as fol ows, ecedent did not marr , was not divorced and did not have a c il 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:
$ g.5-;oeJa.CJO
$ I
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters f'cs {-4 r>-] <"1'1 faR '1
(testamentary; administration c.La.; administration d.b.n.c.La.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF. PENNSY~ANIA I ss
COUNTY OF (!tM?ne/2 h/l,- . J
The petitioner(s) above.named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen.
tative(s) of the above decedent petitioner(s) will well and truly adminis er the estate accordi9g to law.
Sworn to or affirmed and subscribed { ) ~. , . ~~.J ~
~ ~~L~is 12th ~a~~ A nf/C/7~ ~.
h'/(/~hWj.l/i"~-I!iik'Y I
/";- '?.?- 7"
No. 21-02-678
Estate of
MARY E WHITCOMB
. Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JULY 29th 1'9'<2002, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated JANUARY 28, 1983
described therein be admitted to probate and filed of record as the last will of
MARY E WHITCOMB
and Letters TESTAMENTARY
are hereby granted to JOAN HAVENSTEIN
77";/ (J/;z:.O,:!'hMp / 4:, 0/
egIster of Ills
FEES
JCP
$ 70.00
$ 4:88
$ 5.00
$ 5.00
TOTAL _ $ 98.00
. . . . :I~~Y. ?9... .299.2. . . . . . . . . . . . . . .
Probate, Letters, Etc. .........
x-pa~s
Short "Certificates( )..........
Renunciation ................
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
Filed
PHONE
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21-02-678
LAST WILL
OF
MARY E. WHITCOMB
I. MARY E. WHITCOMB, of the Township of Hampden, Cumberland
County, pennsylvania, declare this to be my Last Will and revoke
any will previously made by me.
ITEM 1: I devise and beqeuath all of my estate of every
nature and wheresoever situate, together with insurance thereon,
to my issue, per stirpes, living on the thirty-first (31st)
day following my death.
ITEM 2: I direct that all my just debts and funeral expense
shall be paid from the assets of my estate as soon as practical
after my decease.
ITEM 3: I direct that I be buried in the Mt. Rose Cemetery,
York, York County, Pennsylvania.
ITEM 4: I appoint the Commonwealth National Bank, of
Harrisburg, Dauphin County, Pennsylvania, guardian of any
property which passes either under this will or otherwise to
a minor, and with respect to which I am authorizing to appoint
a guardian and have not otherwise specifically done so, pro-
vided that this appointment of a guardian shall not supersede
the right of any fiduciary in its discretion to distribute a
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share where possible to a minor or to another for the minor's
benefit. Such guardian shall have the power to use principal
as well as income from time to time for the minor's medical
care, support and education: (including college education, both
graduate and undergraduate) without regard to his or her parent's
ability to provide for such medical care, support and education,
or to make payment for these purposes without further responsi-
bility, to the minor, or to the minor's parents or to any person
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taking care of the minor.
ITEM 5: I direct that all taxes that may be assessed in
consequence of my death, of whatever nature, by whatever juris-
diction imposed, shall be paid from my residuary estate as part
of the expense of the administration of my estate.
ITEM 6: I appoint my two oldest Children, JOAN HAUENSTEIN
of Mechanicsburg, Pennsylvania, and ANN L. BODIS, of Woodbridge,
Virginia, co-executors of this my Last Will.
I direct that my
personal representatives and guardians or their successors shall
not be required to give bond for the faithful performance of
their duties in any jurisdiction.
IN WITNESS WHEREOF. I have hereunto set my hand this
t(... i,\.
l~ g day of ';'0~ ,. '~^.~
20 -1'1 '0 ~. LJJI[,Jt!/j~(t-
'- MARY E. WHITCOMB
, 1983.
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The preceding instrument, consisting of this and two (2)
other typewritten pages, each identified by the signature of
the Testatrix, MARY E. WHITCOMB, was on the day and date thereof
signed, published and declared by MARY E. WHITCOMB, the Testatrix
therein named, as and for her Last Will, in the presence of us,
who, at her request, in her presence, and in the presence of
each other have subscribed our names as witnesses hereto.
(\ . ~ 9..o-t--...
t/o..,-,~ . /~1'p='z.. )residing at
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COMMONWEALTH OF PENNSYLVANIA)
) ss:
COUNTY OF CUMBERLAND )
We, MARY E. WHITCOMB,
D(\..I..:.'\\I'i
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, the Testatrix and the witnesses
respectively, whose names are signed to the attached or fore-
going 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 purpose 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 his or her know-
ledge, the Testatrix was at the time eighteen (18) years of
age or older, of sound mind, and under no constraint or
undue influence.
7lf.1AL ~~ tf/ft~;it!chlc6-
/ MARY E. WHITCOMB
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Subscribed, sworn to and acknowledged before me,
Dolores V. Brenneman, by MARY E. WHITCOMB, the Testatrix, and
subscribed and sworn to before me by ik'lJl~" t' ..sj7t;k,,-)",~(,,, "-
and /j(~/,P'/ r (',.;i ,/" ~
II
January, 1983.
, witnesses, this
day of
/!k1.11.L/)')(/:;;II171~EAL )
Notary Public
Dolor., V. Brennema.. Notary pubrrt
Mv Commission Expires Manh 19. 1984
Hampden Township (umb~rlilnd County
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RENUNCIATION
21-02-678
In Re Estate of
(n1tR.'1 .e. Luff rr~fYJ.A
deceased.
To the Register of Wills of
t t.J ;v) ee~LIt-.uL)
County. Pennsylvania.
The undersigned
t'/toJJJ 0. :BaLl/5. .[;ItLlGI-+rE~
/
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
TIE::':;7 /'tIn<=: A J71t k'j
be issued to JO 1'1IIJ 1-1 r1LL.e. N s -rP / /'J) ./) rr u&1f re (c.-
hand this J!I!!: day of ~ {~
WITNESS
In!
,)'Y--2J20 ~
)ubscri~ and ~n 10 before me, in my presence
[hls!1..1"IJay of ~~ It;; , 20 a Notary Public
mill1f1",the ~ f / of ., , '0,
r"'~ Y3. ~~e"~
Nliary .
I\!ly commisslon expiI8s 20 tJ "
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:;15'7(. {,.u(:JbDrl eL/J R$/~ 7z:5 .{) e..
11 W Xjf A1LJ;f!. I~ ,f'itJ 0161.-3/ c:0
(Address) ./
(Signature)
(Address)
(Signature)
(Address)
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Rl;V.l500t-'X(&-O'lj
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
. COMMONWEALTH OF
PENNSYLVANIA
. DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 1712a.ooo1
4-
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NUMBER
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FILE NUMBER
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COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
202-36-5417
DECEDENT'S NAME (L~ST, FIRST AIID MIDDLE INIT\~)
!z Whitcomb Mary E
~ DATE OF DE~TH (MM-DD.YEi\R) DATE OF BIRTH (MM-DD.YEAR)
W 06/07/02 12/19/15
U
W (IF APPlIC~BLE) SURVIVING SPOUSE'S NAME (~ST, FIRST, AND MIDDLE INITIAL)
C
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date of dee'f1 prior to 12-1H2)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11. Election to lax under Sec. 9113(A) (AtladlSdlO)
o 2. Supplemental Return
o 4a. Future Inlerest Compromise (dete of deattI alt.\lf 12-12.-62)
o 7. Decedent Maintained a LMng Trust (Al1a(.:hcopyofTrusl)
o 10. Spousal Poverty Credit (dale of dea1tl be\wllert 12.31-91 and 1- H5)
00 t Original Return
o 4. limited Estate
o 6. Decedent Died Testate (Attact1 copy of WlI)
o 9. Litigatioo Proceeds Received
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COMPLETE MAILING ~DDRESS
3 Pheasant Street
Mechanicsburg PA 17050
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TELEPHONE NUMBER
(717) 766-7247
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0.00
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34.083.44
2.869.63
0.00
(8)
4.803.17
0.00
(11)
(12)
(13)
(14)
(1)
(2)
(3)
(4)
(5)
1. Real Estate (Schedule A)
2, Stocks and Bonds (Schedule Bl
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5, Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Joint~ Owned Property (Scnedule F)
D Separate Billing Requested
7. tnler-Vivos Transfers & Miscellaneous Non.Probate Property
(Schedule G orL)
8. Total Gross Assets (total Lines t-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Uabifi'tles, & liens lSchedule I)
11. Total Deductions (lotal Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13, Charitable and Governmental Bequests/See 9113 Trusts for whicl1 an election to tax has not been
made (Schedule J)
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IX:
(6)
(7)
36,953.07
(9)
(10)
4,803.17
32.149.90
0.00
32,149.90
14. Net Value SubJect to Tax (Line 12 minus Line 13)
SEE tNSTRUCTlONS ON REVERSE StDE FOR APPLICABLE RATES
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15. Amourot m Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
, .0
(15)
1,446.75
____:3b1~,!~Q ,0 4~ (16)
16. Amount of Une 14 taxable allineal rate
x .12
(17)
17. Amount of line 14 taxable at sibling rate
x .15
(18)
(19)
18. Amount of Line 14 taxable at collateral rate
1.446.75
19. Tax Due
CHECK HERE IF YOU ARE REQUESflNG A REFUND OF AN OVERPAYMENT
20.0
ANtI RECtISCK lIIAl'K C' <II
>>/t,II/llVlllflMIJ.Clt/
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Decedent's Complete Address:
S I KOg AD~Ross
335 Weslev Drive
Apt 620
CITY M h 'csb ~ I STA'lEpA l ZIP
Be am urg 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
1,446.75
72.34
Total Credits (A + B + C ) (2)
72.34
3. InteresUPenalty if applicable
D. Interest
E. Penalty
Tolal Inte!estlPenalty ( D + E ) (3)
4. ff Une 2 is greate! than Line 1 + Une 3. enle! the difference. This is the OVERPAYMENT.
Che<k box on Page 1 Une 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Une 2, enter the difference. This is the TAX DUE.
1,374.41
B. Enter the tolai of line 5 + 5A. This is the BAlANCE DUE.
(5)
(SA)
(5B)
A. Enter the interest on the tax due.
1,374.41
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. relain the use Of income of the property transferred;.....~..~........... ..~...........~~.~.~.......... ~~.~...............~~........... ~~.~. 00 0
b. retain the right to designate who shall use the property transferred Of its inoome; ~~ ~~........... 00 0
c. relain a reversionary interest; or.."....................,......................m........................................... ............................ ~ D
d. receive the promise for life of either payments, benefits Of care? ....... ....m...................... [iI 0
2. If death occurred afte! December 12, 1982. did decedenl transfer property within one year of death
without receiving adequate ronside!.tion? ..........~. .~~..............~.................~~..............~............. ...............~~ ~ 0
3. Did decedent own an "in trust forM or payable upon death bank acoount or security at his or her death? .... [!J 0
4. DiD decedent own an Individual Retirement Account, annuity, Of other non-probate property which
oonlains. benefk:iary designation? ..........~~.~.........~ ~~~.~.........h~. ~~.............................................~.~..........~ 00 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Ul'\der pena\tie$ 01 peljul), \ declare \l'l8l. \ haYe examined \his rerum, including accompanying schedu~ and staenerns, and 10 the best 01 my knOWledge and belief, a is lrUe, correcl
and oomplete.
OecIaration of preparer oIher than lhe personal represenlative is based on all informalionofwhich preparer has any knowledge.
SIG URE OF PERSO:;;Z'BlE FOR FILING RETURN
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DATE
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._._____ ___,..~.___"'..
ADDRESS
For dates of ~ath 00 or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P~S. ~9116 (a) (1.1) (i)l.
For dates of death on or after January 1. 1995, the lax rale imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 PS. ~9116 (a) (1.1) (Ii)].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a lax return are stilt applicable even if
\he survi'ling spouse is the only bene1iciary.
For dates of death on or after July 1, 2000:
The lax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger al death 10 or for the use of a natural parenl, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)1.
The lax rate imposed on Ihe nel value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(I)].
The tax rate imposed on \he net value oftransfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116{a)(1.3)l. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-150BEX+(6-9B) *'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX ReTURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Mary E Whitcomb
FILE IIUMBER
Include the proceeds of tlllgation and the date the proceeds were received by the estate.
All property Jolntly-own.d wfth right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1. Certificate of Deposit (Account# 01093846)
Citizens Bank
Commonwealth Region
Hampden Region
4101 Carlisle Pike
Camphill PA 17011-4233
2. Certificate of Deposit (Account # 01093841)
Citizens Bank
Commonwealth Region
Hampden Region
4101 Carlisle Pike
Camphill PA 17011-4233
3. Checking Account (Account # 6200272968)
Citizens Bank
Commonwealth Region
Hampden Region
4101 Carlisle Pike
Camphill PA 17011-4233
4. Automobile (1986 Chrysler)
VALUE AT DATE
OF DEATH
$9968.67
20525.07
989.70
5. Furniture: Mrs. Whitcomb lived in a small apartment of an apartment complex
subsidized by Housing and Urban Development. Her small amount of furniture was old
and had no value.
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8. Household Items: These were distributed to tenets in the apartment building.
9. Prepaid Funeral Expenses
Mount Rose Cemetery
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6. Jewelry: She had only custome jewelry that had no value.
7 Clothing: All clothing was distributed to tenets in the apartment building.
1850.00
10. Prepaid Funeral Expenses
Cremation Society of PA
750.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space IS needed, insert additional sheets of the same size)
34,083.44
REV-15D9 EX+ (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTlY-OWNED PROPERTY
ESTATE OF
Mary E Whitcomb
FILE NUMBER
" an asset was made Joint within one year of the decedent's date of death, " must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
A. Joan Hauenstein
ADDRESS
RELATIONSHIP TO DECEDENT
3 Pheasant Street
Mechanicsburg PA 1705ID
Daughter
B.
C.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FiNANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DAiE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT IDENTiFYING NUMBER. ATfACH DEED fOR JOINTl'(-KElD REAL EBTATE. "JAlUE Or ASBET INTEREST DECEDIiNT'S INTEREST
1. A. 6/1/1994 Joint Checking Account (Account # 884-004-1985) $5739.26 50% $2869.63
Citizens Bank
Commonwealth Region
Hampden Region
4101 Carlisle Pike
Camphill PA 17011-4233
TOTAL (Also enter on line 6, Recapitulation) $ 2,869.63
(If more space is needed, Insert additional sheets of the same size)
REV-1511 EX+ (12-99)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Mary E Whitcomb
FILE NUMBER
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Prepaid Funeral Expenses (From Schedule E} $2600.00
2. Cremation Society 160.00
3. Organist 75.00
4. Food at Funeral 100.00
5. Flowers 100.00
6. Minister 100.00
7. Memorial Coolribution 1000.00
8. Obituary in Newspaper 82.60
B. ADMINISTRATIVE COSTS:
1. Personal Representativa's Commissions -0-
Name of Personal Represenlative(s)
Social Security Numbe<<s)/EIN Number of Pef\lOnaI Re?'llS\ll1ta11'1ll(s)
Street Address
City Stale_Zip
Year(s) Commission Paid:
2. Attorney Fees -0-
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City Stale_Zip
Relationship of Claimant to Decedent
4. Probate Fees _Cl-
5. Accountant's Fees - 0-
6. Tax Return Preparer's ~ees _ 0-
7. Comprehensive Janitorial Services (Cleaning and moving furniture lrom the residence} $396.00
8. Cleaning expenses 40.00
9 Telephone Charges 22.87
10. Transfer title of car 28.50
11. Register of Wills (Register the will) 98.00
TOTAL (Also enter on line 9, Recapitulation) $ 4,803.17
Debts of decedent must be reported on Schedule I.
(If more space is needed. insert additional sheets of the same size)
REV.151$ EX+ (~OO)
..
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RES\DtNi DECEDENT
ESTATE OF
Mary E Whitcomb
FilE NUMBER
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List TIU_o) OF ESTATE
I TAXABUE DISTRIBUTIONS [llIcIudo oot!1gllt spousal dlslllbUtions, and ..nsfers under
Sec. 9116 (a) (1.2)]
Joan Hauenstein Daughter 20%
3 Pheasant Street
Mechanicsburg PA 1705&
2. Ann W. Bodis Daughter 20%
5876 Woodfield Estates Drive
Alexandria VA 22310
3. Betsy Findley Daughter 20%
53 S. 39th Street
Camphill PA 17011
4. Vickie Armstrong Daughter 20%
25 Sharon Drive
Shermansdale PA 17090
5. Earl Whitcomb Son 20%
3 Pheasant Street
Mechanicsburg PA 1705<1
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 16, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DlSTRI8UTlONS:
A. SPOUSAl DISTRIBUTIONS UNDER SECTION 9113 FDR WHICH AN EUECTlON TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTlDINS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed. insert additional sheets of the same siZe)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1 162 EX(1 1.96}
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
JOAN HAUENSTEIN
335 WESLEY DRIVE APT# 620
MECHANICSBURG, PA 17055-3565
u__u~_ fold
ESTATE INFORMATION: SSN: 202-36-5417
FILE NUMBER: 2102-0678
DECEDENT NAME: WHITCOMB MARY E
DATE OF PAYMENT: 08/27/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/07/2002
NO. CD 001569
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,374.41
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: JOAN HAUENSTEIN
CHECK#518
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$1,374.41
MARY C. lEWIS
REGISTER OF WillS
/"}- "7:? - </
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
\ BUREAU OF INDIVIDUAL TAXES
~ INHERITANCE TAX DIVISION
DEPT. 260601
HARRISBURG~ PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
JOAN HAUENSTEIN
3 PHEASANT ST
MECHANICSBURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
cOUNTY
ACN
10-07-2002
WHITCOMB
06-07-2002
21 02-0678
CUMBERLAND
101
*'
REV-1541EXAFPtDl-D2l
MARY
E
PA 17055
Amount Rallitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-Y-=lS4TEx--AF'p--foT:=ozrNoYicE--oF-YN"HEifiTAN-cE-TAin-ppRAisEiofiNi":--Aii-oWAifcE-O-R-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WHITCOMB MARY E FILE NO. 21 02-0678 ACN 101 DATE 10-07-2002
TAX RETURN WAS: I X) ACCEPTED AS FILED
) CHANGED
NOTE: If an assessment was issued previously, lines 14, IS and/or 1&, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. AMount of Line 14 at Spousal rate (IS)
16. Amount of line 14 taxable at Lineal/Class A rat. (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
.00 X 00 = .00
32,149.90 X 045 = 1,446.75
.00 X 12 = .00
.00 X 15 = .00
(19)= 1,446.75
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. Hortgagas/Notes Receivable (Schedule DJ
5. Cash/Bank Deposits/"isc. Personal Property (Schedule EJ
6. Jointly Owned Property (Schedule fJ
7. Transfers (Schedule GJ
8. Total Assets
(1)
(2)
(3)
(4)
(5)
[6)
171
.00
.00
.00
.00
34.083.44
2,869.63
.00
[8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. funeral Expenses/Adm. Costs/"isc. Expenses (Schedule H)
10. Debts/"ortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
4,803.17
.00
Ill)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account}
submit the upper portion
of this form with your
tax payment.
36,953.07
4.803 17
32,149.90
.00
32,149.90
TAX "REDITS:
......", l+J AHOUNT PAID
DATE NUMBER INTEREST/PEN PAID 1-)
08-27-2002 CDOO1569 72.34 1,374.41
TOTAL TAX CREDIT 1,446.75
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
.. .
v
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
NameofDecedent: I'HuRl C /{))/-fe..O/7Jb
Date of Death: (;; / '1 /0 zr-
. I
.
Will No.
:lJ ZJ,? - (p 7r?
Admin. No. ..J /~ 0 7(5
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) o/the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on f? ,.:) 7 10 d :
f I
Name
Address
t . ;;;d kL
0e.l/c /J/./l75TkO/J
5-f7t o.'7d;;;/dRIt:1~.d t".(d/1&dl. ~~ ;1,),3/<
3?h.49{'nI9 I J!?'cM/J~CS ,6t1,(!6,1? (7oS:-a
/ ' f
5:; ~. :,>Cj./J., 51 (! 11 /J7 )/; II
ShtK41t1/1S lJate
71 1701/
11/7 /J d/ :s
c5',e I Il Wh, I (! iJ/h8
;;1/09<1
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
II ~t/ /0 01
/ '
i?"'~ ;V~~~~
nature
Name \ loa/} f-/l"ltlC'/lS T0/)
Address .3 /~aSCt/J/- <:;hcet"1-
;1It?c;J d/J/C--5.bU/ej I # 170:r5:
Telephone <J;7J '7 {p { -7 d. /-7
Capacity: --X- Personal Representative
~Counsel for personal representative
o
JRD/June 30, 1992/17858
In Re: Estate of MARY E WHITCOMB
Late of LOWER ALLEN TOWNSHIP
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.: 21-02-678
NO. 21-2002-678
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: JOAN HAUENSTEIN
Counsel for Personal Representative:
Date of Grant of Original Letters: 07-29-2002
Date of Delinquency Notice: 11-08-2002
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common Pleas of Cumberland County, that neither the above named personal representative nor
the above named counsel for the personal representative have filed with the Register of Wills or
Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court
Orphans' Court Rules, was given by the Register of Wills on NOVEMBER 08, 2002, and that
the ten (10) day notice to file the certification has expired. Accordingly, in accordance with Rule
5 .6( e) the Court is hereby notified of such delinquency and the undersigned requests that a Court
conduct a hearing to determine whether sanctions should be imposed upon the delinquent
personal representative or counsel for the delinquent personal representative.
Date: 11-19-2002
~~\,*.*.~'~~.
M!lf)' C. L@':\s, Register of ills ~
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for /~(" -01 at 9,:3.:1 4'~~ Courtroom No.3. If the
Certification of Notice is filed prior to the hearing date, the hearing will automatically be
~",e1bL ~
George E. I{of , .J q-
STATUS REPORT UNDER RULE 6.12
Admin. No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes No Iq
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 r,._~resentative file a final account with the Court?
Yes _ No
b. The separate Orphan~q' Court No. (if any) for the personal representative's
account is:
Did the personal representative state an account informally to the parties
in interest? Yes .v~] No ['-1 -
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the. Orpban,q' Court
and may be attached to this report.
Name
Address
Capacity:
Telephone No.
[] Personal Representative
[--] Counsel for personal representativ-bo