HomeMy WebLinkAbout04-0161PETITION FOR PROBATE and GRANT OF LETTERS
Estate of ~'~ l ,'m ~ ~. /'-4e/lev~ No.
also known as To:
Deceased.
Social Security No. ,~ / - /.~ ~ ~. Jr,5~
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut r.)r-D
in the last wilt of the above decedent, dated ,~5--/~ r-C* ~ _
and codicil(s) dated__
Register of Wills for the
County of
Commonwealth of Pennsylvania
in the
named
, 19 ,r-go
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in fi_arab er-/~,q d' County, Pennsylvania, with
h V/f'. last_ family/sial.,5 P°r )~r?,~principals~oresidence'7~//~,.at ~/9 .q6'~/$~/_~9~,//~ Xeva~,,t~'/~/27WJ~/,~. .
(list street, number and muncipality)
Decendent, then ?~ years of age, died ,~7 7~ ~-~7 Z4 ~r'4/ 19~'7~/Z
at d~r-/~.5/~ ./-/c,6,~',' 7~--7/ / ' "
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:
WHEREFORE, petitioner(s) respectfully
presented herewith and the grant of letters
theron.
request(s) the probate of the last will and codicil(s)
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
OATH OF' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA '1
COUNTY OF ~ ss
The petitioner(s) above-.named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this ,/~ ~'~' day of
Estate Of t~ £~ /-{cl/~_~ , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW
I
the .reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated
described therein be admiged4o probate and filed of record as the last will of.
and Letters -~/-~- ~-r~
are hereby granted to ~'-~r~-~ O_~ b[~ ilb_~ ~r~c~ '~,~o'~ .30
, in consideration of the petition on
FEES
Probate, Letters, Etc ..........
Short Certificates( ) ..........
,~nunciation ................
TOTA~
Filed /~.~.F~.../.7. '. d~.'~/. ..................
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that present and saw
the testat
request of testat__
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this day of
19__
, sign the same and that signed as a witness at the
in h presence and (in the presence of each other) (in the presence of the
Register
(Name)
(Address)
(Name)
(Address)
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
testat__ of (nne of
that ---~ t~
to the best of D_~.~-, ~
(each) a subscriber hereto, (each) being duly qualified according~, law, depose~,~ and say~ that
~-L-~,, .~ familiar with the signature of~ul~n'~,J P ~6IIE ~ ,
the subscribing wRnesse~ the will presented herewith and
codicil
believe~he signature on the will is in the handwriting of
knowledge and belief.
Sworn to or affirmed and subscribed before
me this [~ 77-/ day of
(Name)
(Addrqss)
(Address)
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 9990852
No.
Local Registrar
JAN 3
Date
mos.=~3;~ 2/.7 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
'. Pauline
,~ Plainfield t Pa ~ -
~ Brownawell
~.~ ~ ,,. ~ertha Fulton
~~ ~ ~ ~~ Ne~lle, Pa 1'7241
~~ J c I -
Te ~ ~ et ~ ~. ~,m w~ ~ ~ ~ c~ ~ ~ ,as ~ ~ath a~ c~ ,~ ~ S~N~URE ~O TIT~E ~ CERTIFIER
........... ~'...~ ~...~ d. ~,~ ~...(.).~ ~....,...,.,~.
.............................
II
LAW OFFICE5
LANDIS & BLACK
CARLISLE, PEN NSYI-VANIA
LAST WILL AND TESTAI~ENT
OF
'PAULINE E HELLER
I, PAULINE E. HELLER, of West Pennsboro Township, Cumberland County,
Pennsylvania, declare this to be my Last Will and revoke any Will or Codicil
previously made by me.
ITEM I: I direct that all my just debts, funeral expenses and ad-
ministra--~ expenses, including my grave marker, shall be paid from the assets
of my estate as soon as practicable after my decease.
ITEM II: I devise and bequeath the residue of my estate, of every
nature ~---~wherever situate, to my husband, Arthur C. Heller, providing he shall
survive me by thirty (30) days.
ITEM III: Should my husband, Arthur C. Heller, predecease me or die
on or before' the thirtieth day following my death, I devise and bequeath the
residue of my estate, of every nature and. wherever situate, to my issue, per
stirpes, living on the thirty-first day following my death.
ITEM IV: I direct that all taxes that may be assessed in conse-
quence o--~-----Jeath, of whatever nature and by whatever jurisdiction imposed,
shall be paid frommy residuary estate as a part of the expense of the adminis-
tration of my estate.
ITEH V: I nominate and appoint Dauphin Deposit Bank and Trust Com-
pany, Car~e, Pennsylvania, Trustee of the share and of any property of any
beneficiary who may be a minor. The income and/or principal of said trust may
be accumulated or expended for the maintenance, education and support of such
beneficiary as my Trustee, in its discretion, may determine; and myTrustee, in
the expenditure of income and/or principal for such purposes, may, in its discre
tion, apply the same directly without the intervention of a guardian, or pay the
same to any person having the care or control of said beneficiary or with whom
~e beneficiary resides, without d~aty on the part of the T~_~ste~ to s~e~rise or
inquire into the application of the funds by any person to whom any payment is
so made. The balance of such income and/or principal shall be paid to such bene
ficiary upon reaching majority, or to such beneficiary's estate in the event of
death prior thereto.
ITEM VI: I appoint my husband, Arthur C. Heller, Executor of this,
my Last Will. Should my husband, Arthur C. Heller, fail to qualify or cease to
act as Executor, I appoint my children, Donald C. Heller and Donna Jo Zinn,
or the survivor thereof, Executors of this, my Last Will.
ITEM VII: I direct that my Executor or Trustee, 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 ~J~ day of
Pauline E. Heller
The preceding instrument, consisting of this one typewritten page
identified by the signature of the Testatrix, Pauline E. Heller, was on the day
and date thereof signed, published and declared by Pauline E. Heller, the Testa-
trix 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 thereto.
till
PAULINE, E. I-IELLER
LAW OFFICES
LANDIS & BLACK
CARLISLE, PENNSYLVANIA 17013
36 SOUTH HANOVER STREET
Name of Decedent:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Date of Death:
Will No. ,~ ~ z/~ . E)E)/~ / Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on :
Name Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Capacity:
Signature
Name t~~~/~~
Address "~/-//"gF ~'-J/~/_,?,4d~/~,' ~.-7 ~
,4~ ?-///~
Telephone (~/~) ~97~ _
Personal Representative
~.Counsel for personal representative
'04 ~T t5
DONNA J ZZNN
2q8 WH/SKEY RUN RD
NEWV/LLE PA 17241
ZNFORMATZON NOTZCE
AND
TAXPAYER RESPONSE
FILE NO. 21 04-0161
ACN 04116512
DATE 04-21-2004
'~ST. OF PAUL/NE E HELLER
S.S. NO. 201-18-9685
DATE OF DEATH 01-17-Z004
:~Ok~¥ CUMBERLAND
TYPE OF ACCOUNT
E~SAV/NO$
~]CHECKZNO
E]TRUST
E]CERTIF.
REMIT PAYMENT AND FORMS TO:
RESISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
MEMBERS 15T FCU has provided the Oepartlent .]th the inforlatJon ZJsthd belo~ .hich has been used Jn
COMPLETE PART I BELON # w w SEE REVERSE SZDE FOR FILZNS AND PAYMENT INSTRUCT/ONS
Account No. 14611-11
Data 06-01-1994
Established
Account Balance 1,075.8q
Percent Taxable X 16. 667
Amount Subject ~o Tax 179.31
T~ R~e X .0~5
Po~en~e~ Tax Due 8.07
PART TAXPAYER RESPONSE
I. ~ The above Information and tax due is correct.
ONE
PART Tf you indicate a different tax rate, please state your
TAX RETURN - COMPUTATION OF
PART
TAX ON JOINT/TRUST ACCOUNTS
DEBTS AND DEDUCTIONS CLAXNED
DATE PATD
PAYEE DESCRTPTION AMOUNT PATD
TOTAL (Enter on Line $ of Tax Computation)
Under penalties of perjury, T d~clara that thl, facts T have reported ~ove ere ~rua, corre=~ and
~l WORK ( )
TELEPHONE NUHBER
TAXPAYER ~G~URE
CORRON#EALTH OF PEHNSYLVA#ZA
DEPARTHENT OF REVEIRIE
BUREAU OF XNDIVIDUAL TAXES
DONNA J ZZNN
Iq8 WHISKEY RUN RD ,~
NEWVILLE PA 1,~,
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. Z1 04-0161
ACN 0q116518
DATE 0q-21-2004
TYPE OF ACCOUNT
~ EST. OF PAULINE E HELLER []SAVINGS
· S.S. NO. 201-18-9685 []CHECKZNB
DATE OF DEATH 01-27-2004 E]TRUST
COUNTY CUMBERLAND []CERTXF.
~ ~ REMIT PAYMENT AND FORMS TO:
REGISTER OF MILLS
CUMBERLAND CO COURT HOUSE
r CARLISLE, PA 17015
MEMBERS 1ST FCU hms provided the Department with the information listed bmlow whlch has been used in
COMPLETE PART 1 BELOH ~ ~ w SEE REVERSE SIDE FOR FILINS AND PAYMENT INSTRUCTIONS
Account No. Xq611-05
Bate 05-16-1994
Account BaXanca 8q,Zq7.7$
Percent Taxable X 16. 667
Amount Sub~lect to Tax 14s 041 , 57
Tax Rata X .045
Potential Tax Due 651.87
PART TAXPAYER RESPONSE
PART Zf you indicate a differen~ ~ax ra~e~ pXease s~a~e your
TAX RETURH - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Data EstebXtshad
2. Account Balance 2.
3. Percent Taxable 3
~,, bo~t Subject to Tax
S, Debts md Dm~cttons S -
6. ~o~t Tax,la 6
7. Tax Ra~e 7
8. T~ ~e 8.
PART
DATE PAID
DEBTS AND DEDUCT'tONS CLAZHED
PAYEE DESCRIPTION AMOUNT PAID
TOTAL (Entmr on Line S of Tax Computation) $
Under pmnalttas of perjury, Z dacXare that the facts T have reported m~ova ere true, correct and
c Xm~m to ~hm~ of ~ knowledge and belief.
WORK ( ) ~
TAXPAYER ~N~RE TELEPHONE "UM~ER
GENERAL ZNFDRHATZON
1. FA/LURE TO RESPOND WZLL RESULT /N AN OFF/C/AL TAX ASSESSHENT with applicable Interest based on Information
REPORTING INSTRUCTIONS - PART I - TAXPAYER RESPONSE
TAX RETURN - PART Z - TAX COHPUTATION
Da~e of Death Spouse LAneal Sibling Co111~®ral
07/01/9q ~o 12/31/9~ 3Z 6Z
01/01/95 ~o 06/30/00
07/01/00 ~o prosen~ OZ q,SZa
CLAIMED DEDUCTZONS - PART $ DEBTS AND DEDUCTIONS CLATMED
DONNA J ZZNN
*04 15
ZNFORNATZON NOTZCE
AND
TAXPAYER RESPONSE
FILE NO. 21 0q-0161
ACN 0q116516
DATE Oq-Zl-ZOOq
EST. OF PAULINE E HELLER
S.S. NO. Z01-18-9685
DATE OF DEATH 01-27-Z00~
~ 1N '1 ACOUNTY CUMBERLAND
TYPE OF ACCOUNT
~]SAVZNGS
[~CHECK/N6
r'"~TRUST
r-']CERTZF.
REHZT PAYHENT AND FORHS TO:
REG'rSTER OF WILLS
CUMBERLAND CO COURT HOUSE
Z~*8 WHTSKEY RUN RD
NENV'r LLE PA
CARLISLE, PA 1701:5
COMPLETE PART I SELOH # # ~ SEE REVERSE SXDE FOR FXLXNG AND PAYMENT XNSTRUCTZONS
Account No, 1~,611-0~,
Oata 02-01-2001
Establ/shed
Account BaZance 2,q86. OS
Porc~t Taxab'l m X 16.667
Amount Subject to Tax ~,1~,.~55
Tax Rate X .0~'5
Pot~t'lal Tax D~o 18.6~
PART TAXPAYER RESPONSE
UNE
BLOCK /~
You aust complete PART [] and/ar PART [] be[oH.
PART Zf you J. nd:~cate a different ~ax ra~e, please state your
TAX RETURN - COMPUTATION OF
PART
DATE PAID
TAX ON JOTNT/TRUST ACCOUNTS
DEBTS AND DEDUCTIONS CLAIMED
PAYEE DESCRIPTION AMOUNT PAID
TOTAL (Enter on L/ne 5 of Tax Computation} $
Under penalties of perjury, 1' declare that the facts I have reportad above are *rue, corrac~ and
,o 'h. b.s' of my kno.l.~, and b.Z,.f. HOME (~,~) ~, '~
WORK ( ) /~KJ~
TA~AYER SI~AT~ TELEPHONE NUMBER
GENERAL INFORHATZON
1. FAILURE TO RESPOND NZLL RESULT ZN AN OFFICIAL TAX ASSESSHENT .lth applicable ~nterast based~ infor.ation
REPORTING INSTRUCTIONS - PART I - TAXPAYER RESPONSE
TAX RETURN - PART Z - TAX CONPUTATION
I Dire of Death Spouse
07/01/94 to 12/$1/94 SZ 6Z
01/01/95 to 06/50/00 OZ 6Z
07/01/00 to prosent OZ 4.SZ~ 12Z
CLAIHED DEDUCTIONS - PART $ DEBTS AND DEDUCTTONS CLAIHED
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
j~'~ ~.~'~'~'~'~'~'~'~'~'~ DEPT 280601
HARRISBURG, PA 17128~601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
~ 2t_ 04 00161
DECEDENT~S NAME (LAST, FIRS[ AND MIDDLE INITIAL)
Pauline E. Heller
- DATE OF DEATH (MM-OD-YEAR) [ DATE OF BIRTH (MMcDD-YEAR)
01/27/2004 [ 06/14/1927
(IF APPLiCASLE} SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURI I'Y NUMBER
201-18-9685
THIS RETURN MD~,I DE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURI/~' NUMBER
~]5. Federal Bo[ata Tax Return Required
8 Total Number of Safe Deposil Boxes
r~11. Election ~o tax under Sec. 9113(A) (AC~' Sa' O)
o
o
NAME
Donna J. Zinn and/or Donald C. Holler, co-executors
ELEPHONE NUMBER
717) 776-6403
1. Real Estate (ScheduleA) /1)
2, Stocks Grid Bo~s (Bohedule B) (2)
3. Ctaseiy Held Corgerabon, Partnership or Boie-Propdetomhip (3)
4. Mortgages & Notes Rece~vabta (Schedule D) (4)
5 Cash, Bank Deposris & Misceflaneous Personal Properly (5)
(Schedule E)
6. Jointly Owned Proper~ (Schedule F) (6)
[~ Separate B[iiir~ Requested
7 icter-Vivos Transfers & Miscellaneous N on-Pm bste Prope~ (7)
(Schedule G or L)
8 Total Gross Assets (tatar Lines
9 Funeral Expenses &Administrai~ve Cos[s (Bohedule H)
10 Debts of Decode ta. Mortgage Liabilities, & Liens (Schedule I)(10)
11 Total Deductions (to(al Lines 9 & 10)
12 Net Value of Estate (Line 8 minus Line 11
RESS
DONNA J ZINN
248 WHISKEY RUN RD
NEWVILLE PA 17241
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
79,780.00
2,57900
45,184.46
(8)
9,462.11
349.00
(11)
(12)
(t 3)
(14)
DONALD C HELLER
PO BOX 116
SHERMANSDALE PA 17090
127,543.46
9,811.11
117,732.35
117,732.35
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or [ransfers u~ter Sec 9116 (a)(1.2)
16 Amoun[ of Line 14 taxable at lineal rate
t7 Amount of Line 14 ta~able at staling ra[e
18 Amount o~ Line 14 taxable at col!atera[ rate
19 Tax Due
× o __ (t5)
.... 1~7j732.35 ×.0_45 (16)
x 12 (17)
__ _ x 15 (18)
(19)
5,297.96
5,297.96
Decedent's Complete Address:
I c~YPlainfield
2095 Ne,cNille
IsT^TEPA I z~ 17081
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2, Credib/Payments
A. Spousal Pove~ Credit
B, Pdor Payments
C. Discount
(1)
Total Credit~ ( A 4- B + C ) {2)
interest/Penafty if applicable
D. Interest
E. Penalt~ Total Interast/Penalty ( D + E ) (3)
if Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
If Line 1 + Line 3 is greater than Line g, enter the difterence. This is the TAX DUE, (5)
A Enter the interest on the tax due, (SA)
B, Enter the total of Line 5 + 5A. This is the BALANCE DUE. (bB)
Make Check Payable to: REGISTER OF WILLS, AGENT
5,297.96
5,297.96
5,297,96
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
I Did deceden~ make a transfer and: Yes No
a. retain the use or income of the property tfansferred; ..................................................................................... [] []
b, retain the nght to designate who shall use the property transferred or its income; ............................................ [] []
c. retain a reversionary interest; or .................................................................................................................. [] []
d, receive the promise for life of either payments, benefits or care? ................................................................. [] []
2. [f death occurred after December 12, 1982, did decedent transfer property within one year of death
3, Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ............. [] []
contains a beneficiary designation? [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
SIGNATU~'~OF PERSON RESPOI~JBLE FOR FILING RETURN
BATE
ADDRESS
For dates of death on or after July 1, 1994 and before January t, 1995 the tax rate imposed on the net value of transfers to or for the use of the servrwng spouse is
[72 PS §9116 (a)(1 1} (i)]
For dates of death on or after January 1 1995, he tax rate imposed on the net value of transfers to or for the use of the survtwng spouse is 0% I72 PS §9116 (a) (1 1) (ii)j
or a stepparent of the child is 0% [72 P.S §9116(a)(1 2)1
The tax rate imposed on the net value of transfers to or for the use of the decedent s lineal beneficianes is 45%, except as noted in 72 PS §9116(1 2) [72 PS §91~ 6(a)(1
The tax rate imposed on tbe net value of transfers to or for the use of the decedent's siblings is 12% [72 PS §9116(a)(1 3}]. A sibling is defined under Sect on 9102, as an
individual who has at least one parent in common with the decedent, whether by hood or adoption
REV-1502
EX+
SCHEDULE A
OOMMONWE^LTH Or PENNS¥ -¥, I^ REAL ESTATE
RESIDENT DECEOENT
ESTATE OF FILE NUMBER
Pauline E. Heller 2004-00161
All real property owned solely or as a tenant in common must be reported at fair mad(et value. Fair market value is defined as the price at which propedy would be
exchanged between a willing buyer and a willing seller, neither being compell~ to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of sur~ivemhip must be disclosed on Scheitule F.
VALUE AT DATE
ITEM OF DEATH
NUMBER DESCRIPTION
1. 79,780.00
3 bedroom, 1 bat~, 2 car garage, all brick rancher with full basement on .62 acres in
West Pennsbora Twp., Cumberland Co., PA. located at 2095 Newville Rd., Plainfield, PA.
TOTAL (Also enter on line 1, Recapitulation)
$ 79,780.00
(if more space is needed, insert additional sheets of the same size)
REV-1508 EX+ (6-98)
',¢i~'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Pauline E. Heller
SCHEDULE E
J CASH, BANK DEPOSITS, & MISC.
IPERSONAL PROPERTY
FILE NUMBER
2004-00161
ITEM
NUMBER
1.
2.
3
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14
15.
16
17.
18.
19.
20.
21~
22.
23.
24.
25
include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly.owned with ~ght of survivorship must be disclosed on Schedule F.
DESCRIPTION
1992 Nissan
Living Room Suit - sofa, Ioveseat, recliner, 3 e~d tables, coffie table, 2 table )amps
4 Cuckoo Clocks
Television
Dining Room Suit - table, 4 chairs, china cabinet
(itchen Furniture - small table, 4 chaim
Kitchen Ware - mixed set of eating & cooking utensils
Dishes - mixed set of dishes, bowls, cups, baking & cooking bowls, miscellaneous dishware
Refrigerator
Chest Freezer
Electric Mixer
2 Electric Frying Pans
Bedroom Suit - bed, dresser w/mirror, chest of drawers, 2 bedside tables, 2 table lamps
Bedroom Suit - bed, dresser w/mirror, bedside table, table lamp
Sewing Machine
Rainbow Sweeper
Electrolux Carpet Cleaner
Clethes -shirts, slacks, shoes
Bedding - mixed sets of sheets, pillow cases, blankets
BetJnroom Towels and Washcle~as
Maytag Washer and Dryer
Dehumidifier
4 Metal Tables
Simplicity Riding Lawn Mower
Self Propelled Walk-Behind Lawn Mower
TOTAL (Also enter on line 5, Recapitulation) $
VALUE AT DATE
OF DEATH
750.00
200.00
400.00
2500
5000
1000
1000
50.00
100.00
150.00
25.00
10.00
300 00
100.00
20 00
50 00
500
3000
200
200
50.00
25 00
20 00
50 00
2500
2,45900
(If more space is needed, insert addilional sheets of the same size)
REV 1508 EX+ (6~98) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE T,~X RETURN
RESIDENT DECEDENT
ESTATE OF
Pauline E. Heller
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
2004-00161
ITEM
NUMBER
26,
27.
28
include the proceeds of litigation and the date the proceeds were received by the estate
All property jointly-owned with rigM of su~Norship mt~t be disclosed on Schedule F
29.
DESCRIPTION
Lawn Spreader
Tools - screw ddvers, pliem, hammers, shovel, rake, hoe, brooms
Miscallane~us Decorations - pictures, plastic flowers, candies, "nick-hacks"
Christmas Decorations - small adflicial tree, miscetianeoos decorations & ornaments
TOTAL (Aisc enter on line 5, Recapitulation) $
VALUE AT DATE
OF DEATH
25.00
25 O0
5000
20 O0
12000
(If more space is needed, insert additional sheels of the same size)
REV-1509 EX*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT OECEDENT
ESTATE OF
Pauline E. Helter
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
2004-00161
Donald C. Heller
8. Donna J. Zinn
if an asset was made joint within one year of the decedent's date of death, it must be repo~ted on Scbeduh~ G1
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
PO Box 116 son
Shermansdale PA 17090
717) 582-8584
48 Whiskey Run Rd. daughter
Newville PA 17241-8612
717) 776-6403
JOINTLY-OWNED PROPERTY:
1. A 06119/1995 Membem' 1st Feder~ Credit Union - N;CL# 14611-11 - checking 537.92 1/3 179.31
2. B. 06/1911995 Members' 1st Federal Credit Union - AccL# 14611-11 - checldng 537.92 1/3 179.31
3. A. 06/19/1995 Members' 1st Federal Credit Union -Acct# 14611-04 - sevings 1,243.02 1/3 414.35
4. B. 06116/1995 Members' 1st FedeceJ Credit Union - AccL# 14611-04 - sa~ings 1,243.02 1/3 41435
5. A. 06/1911995 Members' 1st Federal Credti Ur~on -Acct# 14811-05 - savings 42,123.87 1/3 14,041.57
6. B. )6/16/1995 Mernbers' 1st Federal Credit Union - AccL# 14811-05 - savings 42,123.87 1/3 14,04157
7. A. )4/11/1994 ~Orrstewn Bank-Common St~ck 15,914.00 1/2 7,957.00
8. B. 04/11/1994 Owstown Bank - Common Stock 15,914.09 1/2 7,957.00
TOTAL (Also enter on line 6, Recapitulation)$ 45,184.46
(if mom space is needed, insert additional sheets of ~he same size)
ESTATE OF
Pauline E. Heller
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRA11VE COSTS
RLE NUMBER
2004-00161
ITEM
NUMBER
A
D~,ts of decedent ma~t be mf~e~ted e~ Schedule
DESCRIPTION
FUNERAL EXPENSES:
Egger Funeral Home, Newv~lle, Cumberland Co., PA. - funeral servmes, casket, burial vault.
cemetePj opening, death cer~cates, clergy, obituaries
ADMINISTRATIVE COSTS:
Personal Repmsentai~ve's Commissio~
Name of Personal Redresenta~ve(s)
Sccial Secudty Number(s)/EIN Number of pemonal Representative(s)
Sl~eet ^ddress
City . State ~p
Year(s) Commission Peid:
Atthrney Fees
Family Exemp~n: (If decedenfs address is ~ot the seine es claimen~s, at~ach explanation)
Cleiman[
Sheet Address
CH State Zip
Relationship of Claimant to Decedent
Probeta Fees
Cad~sle Sentinel - Executors Not ce
TOTAL (Also enter on line 9, Recapitulation)
AMOUNT
8,988.00
37200
102.11
$ 9,462.11
(If more space is needed, insed add~ional sheets el the same size)
COMMONWEALTH OF PENNSYLVANIA
ESTATE OF
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE UABIUTIES, & UENS
FILE NUMBER
2004-0O161
Pauline E. Heller
NUMBER
2.
3.
4.
DESCRIPTION
Kough's Oil Sewice - heating oil - bill dated 12/12/2003
Sprint - phone service - hilt dated 1/13/2004
PPL Electric Utilities - electric service - bill dated 1119/2004
West Shore EMS - wheel chair transport wi oxygen - bill for service on 1/22/2004
OF DEATH
195.00
23 58
49.92
80.50
TOTAL (Also enter on line 10, Recapitulation) $ 34900
(if more space is needed, insert additional sheets of the same size)
7ax ¥~R O~IE ~SS~S~E~ ~uL NO. C 1
~O04-~5~~TAX~OTICE ~ SCHOOL ** ~ JULY ~200~
BIG SPRING SCHOOL DISTRICT 79,780 887
DEBORAH W. PIPER, TAX COLLECTOR TUESDAY 1PM-6PM; THURSDAY 1PM-7PM
350 BARNSTABLE ROAD LOSED HOLIDAYS & JULY 22, SEPT 9,
CARLISLE, PA 17013-7402 NOV 18
TEL. (717)243-5282 PEN SATURDAY AUGUST 28TH 10AM-NOON
'P MI ~P % ~' ISCOUNT
~ ?p~NALTY ~FTER OCT
_ _ _ 8ORA~ '"
P~ _..~C~895_.,,~ NEWVILLE ROAD
C/O DONNA ZINN LAND
248 WHISKEY RUN ROAD Residential Building
NEWVILLE PA 17241
IF UNPAID BY 12/31/04 TAKES WILL BE
--,..,.,..~, .......--,~,.~ ....... . ................... __ TURNED OVER TO CUMBERLAND CO.
IF 'fa~s~ a~ ~N ~C~OW. ~'U~Wa~U TAX CLAIM BUREAU.
THIS BILL TO YOUR MORTGAGE COMPANY $1.00 FEE FOR ADD'L RECEIPTS REQUESTED
~ T~ !iu ESCROW, FORWARD TO MORTCAGE ~
TAX INFO IS NOT AUTOMATICALLY FRW'D BY THIS OFFICE
DEBORAH W. PIPER, TAX COLLECTOR
350 BARNSTABLE ROAD
CARLISLE PA 17013-7402
MAP NO: 46-18-1394-001
2095 NEWVILLE ROAD
ACRES .620
TAX?AYER COPY
Bill No: ~
LANO
Residential Building
RESIDENTIAL
HELLER, ARTHUR C & PAULINE
BOX 72
PLAINFIELD PA 17081
Control No: 046 - 001601 2(N)4 Statement of Real Estate Taxes Sill Date: 3/01/2004
Assessed Land ~ Improvement Mineral Total
Values 29,700] 50,080 0 79,780
COUNI~ OF CUMBERLAND __ Discount Face Penally
~' 6.68 11.27 17.59 17.95 19.7'
-" '- i~ TAX AMOONT DUE --> t.~ ~2o$.6o ~28.17
MAR 2 5 2004 ..id o, ooy ?/Ol/ OO
If hid en o~ Before ~0/2~4 6/30/2004
DEBORAH W. PIPER"~ ~,o,~v.
TAX COLLECTOR
WEST PENNSBORO TOWNSHIP
TUESDAY 1PM-6PM THURSDAY 1PM-7PM
LAST SAT IN APRIL & AUG lO-NOON
CLSD HLDYS & 1/22; 3/25; 5/27;
7/22; 9/9 & 11/18'*(717)243~5282
Return Rill with Payment. For a Receipt, Enclose Self Addressed Stau,ped Envelope.
DATE 3/01/2004 BILL NO 1425
DESC
DEBORAH W. PIPER, TAX COLLECTOR
350 BARNSTABLE ROAD
CARLISLE, PA 17013-7402
2004 PERSONAL TAX NOTICE
COUNTY OF CUMBERLAND
TOWNSHIP OF WEST PENNSBORO
CASH ONLY AFTER 12/15/04; $1.00 FEE-ADD'L RECEIPTS
UNPAID TAXES SUBMITTED TO DELINQUENT COLL 12/31/04
CTL 46 1409
SSN 201-18-9685
P/C 5.0oooo 4.90 5.00 5.50
MAR 2004
HELLER, PAULINE E.
BOX 72 DEBORAI
PLAINFIELD PA 17081 TAX C0!
WEST
COLL TUESDAY 1PM-6PM THURSDAY 1PM-7PM
0mCE LAST SAT IN APR & AUG 10-NOON
~u,s CLSD HLDYS & 1/22;3/25;5/27;
7/22;9/9;11/18 PH: (717)243-5282
NSHlP~.0~ lo. o,,
4.90 5.00 5.50
4/30/2004
FACE PENALTY
5/01/2004 AFTER
TO
6/30/2004 6/30/2004
0oC:
002
201 ~49 :-
&-90 +
206' ~9 1,
THIS IS NOT A TAX BILL
Parcel
~n~ ~ ~0~
~ean ~d ~me. value, ~ tO ~%~e ~ and for~ '~..~ values
me e~ive 0~ u~n~a~i~on a~ ~proVaL All ~h~s must be
m~[?d by the As~ent 0~ by ~:3~ P~m. on ~ 18, 2~. Those
previously ~r~ed ~or Clean ~ Grm dO "0( ~ to ~ply.
Penasylvania law requires that ail real estate be valued as of the most recent county-wide reassassmemt. The last
rea$$e~srnent, or tax b,,,ase year, was 2000. ,~ince the last massessment tW 2000, prope~e$ have beem asseased at 100% of
Year2000 value (the Pm-Determined Ratio'). The hew tax base year will be the Year 2004. with the mew assessed values
becoming effective for the 2OO5 tax yeaK The Pre-Determined Ratio remains at l O0% Your new assemsed value equals your
Year 2004 rearket value.
When the new 2004 tax base is deterreined after this reassessment, alt taxing districts are requirmd by law ~o lower the
millage rate by the saree proportion that the tax base went up. The/aw provides that in the first ye~ar after reassessment
(2005), the county and all townships and boroughs may not increase overall revenue on their existing ta~xbaae by more than
five percent (5%) and school districts may not increase overall revenue on their existing taxbase by metre than te~ percent
(10%). The county and the othertaxing bodies will make these decisions next year and may choose n~ot to increase overall
revenue. Of course, some individual's taxes wilt go up or down by more than those percentages. The ~ssential point is that
an increase in market values does not necessarily mean a corresponding increase in taxes. Ind~idual changes in
taxes will depend upon a specific property's change as compared to the overall change for the t~axing district.
The ESTIMATED impact statement printed below is our best estimate of change, based on 2004 COUNITY tax figures. THIS
ESTIMATE DOES NOT INCLUDE ANY BOROUGH, TOWNSHIP, OR SCHOOL DISTRICT IMPACT.
ESTIMATED COUNTY TAX IMPACT:
Current 2004 Coun~ mills = 2.352
Adjusted 2004 Coun~-y mills = 2.138
$ 188 : 2004 County Tax BEFORE Reassessment.
$ 246 : 2004 County Tax AFTER Reaseessment.
MEMBERSHIP/SIGNATURE CARD
14611 O0
~ 6/20/95
DO NOT WRI~ ~VE THIS LINE
~ ~embe~hJp Infor~tion
Type of Account
,~vings*, I-; Christmas Club E IRA*' C Share Cer~ficate**
Single [~oict FI Single ~<~oint [ L Single } Other
[]
[]
Overdraft Prote,~on (Number in order of preference---I, 2, 3)
~heck Digit Numbe~/ ..... ~/)l Savings (00) I Investment Savings (05)
Designation of Beneficiary for Lite Savings Insurance (if other than Joint Owner)
Name of Beneficiary(s}
~ddress ol Beneticiary
Type of Ownership (Select one}
[ i I ividual Accou~t [3 Minor Account L~ Trust Account J Sole Proprietorship ~ Corporation ~J Other
~o~nt Account L1Cuslodian Accounl iL Estate Account , ~ Partnership ~l Organizational
W-9 Certification of Taxpayer Identification Number (Social Security Number)
ARTHUR .~,EL .....
PLAINFIELD, PA 1708-
i/i6./~3
2,' 5---/03
3,'4/0;;
4/2/0d
S."q/03 PAYMENT RECEIVED
.... ~':'/"~'~ i56 ~2 ~-UEL
~. ~¢ ~ PAYMENT RECeiVED
PA CM~N ~ RECEIVED P
187.5 #i=' FUEL OIL ''~ ~ ~-m '~'~,~ $~90.63
P~YM~NT Rk~:~I V~D P -
181.4 ~2 FUEL OiL ~I.400 40'~0I ~,~53.96
PAYMENT RECEIVED P
P
43804 $195~ ~0
~8637
P
- M'S3.96
-$158.73
$I'~5,08 $~,00 $0f00
Monthly statement: January 13, 2004 I of 5
Customer service Internet address Customer number
1-800-829-8009 sprist.eem/tecel 717-24~5723-080
Previous charges
Payment January 7 - Thank you!
2§.93
25.93
.00
{~ Please recycle
14930-69007
Summary Page
Balance as of Jan 19, 2004 $ 0.00
Charges:
Total~PPL ELECTRIC UTILITIES Charges $ 49.92
Total Charges $ 49.92
Account Balance
KWH - Average Per Day Meter Reading Information
42
I [Meter #63107131
l Jan /9 Actual 6051
35 IDec 17 Actual 5518 I
28 133 Days KWH Billed 533 I
Average - Jan 2003 2004
21 ~empemture 30F 32F
KWH Per Day 17, 16
14 Yearly Use: qolal Average
7 Use Monthly
Feb 2002 Jau 2003 8088 674
0 Feb 2003 - Jan 2004 7744 645
J FMAMJ JASONDJ
2003 Monlhs 2004
Othcr important information on back
INVOICE
PATIENT NUMBER:
CALL NUMBER:
DATE OF CALL:
TIME OF CALL:
CALLER:
FROM:
TO:
REASON(S)
FOR
TRANSPORT
RECEIPT PAyMEI~T DATE AM0~
PLEASE PAY THIS AMOUNT .--~ ~-" .~'i
MEMBERS 1"
FEDERAL CREDIT UNION
Send Inquires to:
~:i~ b u, PA 170~ Statement ~
/
m ~*~ount I 14611 Io]-ol-o4 ~01-31-04~1 of 2
Main Switchboard: (717) 697-1181 or (800) 283-2328
Ca11-24: (717) 097-4372 or (800) 283-4372
TDD: (717) 897-5312 or (800) 283-2328 ext. 5312
TeleBranch: (717) 795-6049 or (800) 237-7288
PAULINE E HELLER
C/O DONNA ZlNN/DONALD HELLER
PO BOX 72
PLAINFIELD PA 17081-0072
477
~i3~ANS ~[ . , TRANS~cTIO. D~S~RiPTION :. · : :. AMOUNT i B~NCE
DATE
SUFFIX=00 SAVINGS 108.~0
31020t PAYROLL DEDUCTION 808.07 916.47
US TREASURY 3t2 - CIVIL SERV
31020z PAYROLL OEDUCTION -808.07 108.40
US TREASURY 3]2 - - CIV L SERV
910204 PAYROLL DEDUCTtON '' 113.00 221.40
US TREASURY 303 - - 50C SEC
D10204 PAYROLL DEDUCTION -113.00 108.40
U~ TREASURY 303 - - SOC SEC
013104 DIVIDEND ·~ 108.49
013104 LIFE DIV TRANSFER 2~ 110.91
JOINT OWNERS: DONALD C MELLER DONNA J ZINN
Y-T-§ DIVIDENDS: .09
TRUTH IN SAVINGS NFORMATION
ANNUAL PERCENTAGE yIELD 1.00~
ANNUAL PERCEN~AGE YIELD EARNED ~ .98~
SUFFIX=O~ LIFE SAVIN~$ ACCOUNT 28~.00
01310h DIVIDEND 2.42 2846.42
13104 LI~E DIV TRANSFER -~.42 2844.00
JOINT OWNERS: DONNA J ZINN/D~NALD C HELLER
?-T D DIVIDENDS:'i 2.42
TRUTH IN SAVINGS ~[ORMATION
ANNUAL PERCENTAGE Y ELD~ '~ / 1.00~
ANNUAL PERCENTAGE YIELD',EARNEO/ 1.01~
SUFFIX:05 iNVESTRENT SVGS//~A 84560,3~
D10204 PAYROLL ALLOCATION FROM 14611-00 113.00 84673.33
US TREASURY 303 - ' - SOC sec
010204 TFR TO SHARES 14611-11 -300.00 84373.33
010804 SHARE WITHDRAWAL -200.00 84173.33
-9000.00 75173.33
012804 TFR TO SHARES lg611-1| 87.~8 75260.81
)13104 DIVIDEND
JOINT OWNERS: DONALD C HELLER DONNA J ZINN
Y-T-D DIVIDENDS: 87.48
TRUTH IN SAVINGS INFORMATION
ANNUAL PERCENTAGE YIELD / 1.25~
ANNUAL PERCENTAGE YIELD EARNED/ 1.25%
SEND ALL INQUIRES TO THE CREDIT UN[ON AT THE ADDRESS SHOWN ON PAGE # 1
14611 10,1-01-04 [01-31-04 12 of 2
T~ANSr ~F* TRANSACT ONDESCRIPTON AMouNT BALANCE
DATE
SUFFIX=Il CHECKING
BEGINNING BALANCE 583.94
DEPOSITS 10108.07
DRAFTS 616.17 TOTAL NUMBER DRAFT~ CLEARED 6
DEBITS/FEES .00
MAINT/SERVICE CHGS .00 YOUR AVG DAILY BALANCE WAS 2292.88
ENDING BALANCE 10075.84 YOUR LOW MONTH BALANCE WAS 583.94
310204 PAYROLL ALLOCATION FROM 14611-00 808.0? 1392.01
US TREASURY 312 - CIVIL SERV
010204 TFR FROM SHAI~ES 14611-05 300.00 1692.01
0103 010204 SHARE DRAFT 676 0102022910 -12.36 i679.65
0106 010504 SHARE DRAFT I~ 674 0105040110 -500.00 1179.65
0107 )10604 SHARE DRAFT ~! 678 0106006761 -46.26 1133.39
0109 010804 SHARE DRAFT ~ 677 0)08017~87 -25.93 1107.46
679 -1
0115 011404 SHARE DRAFT ~I 0114015658 1.70 1095.76
0115 011)04 SHARE DRAFT ~'. 680 011~015661 -19.92 I075.84
012~04 T~R ~ROM S~ARES 14611-05 9000.00 10075.84
NO. A~O~NT NO. AROU#T NO, A~OUN? NQ, AROUNT
67, 500.0~ 6 7 ~.93 679 11.70
'67~ 12.3~ 6~8 T~AL: 19.92
8O
?~¥ D'DIVID~N~S: .00
~ TRU~U
A~HUAL P~RC[N?AGE
FOR ~OOq
DIVIDENDS DIVIDENDS DIVIDENDS WrTHHD[OING FORFEITO~ES
.00 89.99 89.99 ,00 .00
COF,IMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HARRISBURG PA 17128 0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV 1162 EX(11 961
NO. CD 004496
ZINN DONNA JO
248 WHISKEY RUN ROAD
NEWVILLE, PA 17241
ESTATE INFORMATION: SSN: 201-18-9685
FILE NUMBER: 2104-01 61
DECEDENT NAME: HELLER PAULINE E
DATE OF PAYMENT: 10/15/2004
POSTMARK DATE: 10/15/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 01/27/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $5,297.96
TOTAL AMOUNT PAID:
$5,297.96
REMARKS: DONN J ZINN
SEAL
CHECK//6756
INITIALS: VZ
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDTVIDUAL TAXES
TNHERTTANCE TAX DIVISTON
PO BOX 280601
HARRISBURG, PA 17128-0601
DONNA J ZINN
248 WHISKEY RUN RD
NEWVILLE
COMMONNEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLONANCE OR DISALLONANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-iG~i7 EX AFP
· PA 17241
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-15-2004
HELLER
01-27-2004
21 04-0161
CUMBERLAND
101
Amount
PAULINE E
WAKE CHECK PAYABLE AND REN'rT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG TH/S L/NE ~ RETAIN LONER PORT/ON FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HELLER PAULINE E FILE NO. 21 04-0161 ACN 101 DATE 12-15-2004
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
$. Closely Held Stock/Pertnersh/p Interest (Schedule C) ($)
~. Her(gages/Notes Receivable (Schedule D) (~)
5. Cesh/Bank Depos/ts/H/sc. Personel Property (Schedule E) (5)
6. Jo/ntly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/H/sc. Expenses (Schedule H) (9)
10. Debts/Her(gage L/ab/1/t/es/L/ens (Schedule I) (10)
11. Total Deduct/ohs
12. Net Value of Tax Return
79~780.00
.00
.00
.00
2~579.00
.00
(8)
9,462.11
549.00
NOTE: To /nsure proper
cred/t to your account,
subm/t the upper port/on
of th/s form wi~h your
tax payment.
13.
NOTE:
127,545.46
(11) 9 .Bll. 11
(1;~ 117,752.$5
Charitable/Governmental Bequests; Non-elected 911:3 Trusts (Schedule J) (1:3)
Net Value of Estate Subject to Tax (lq)
:If an assessaent was lssued previously, 11nes 14, 15 and/or 16, 17,
reflect flgures that lnclude the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amoun~ of L/ne 1~ a~ Spousal rate
16. Amount of L/ne l~ taxable at Lineal/Class A rate
17. Amount of L/ne lq et Sibling rate
18. Amount of L/ne l~ taxable at Collatere2/Cless B rate
19. Pr/nc/pal Tax Due
TAX CREDITS:
PAYMENT RECE/PT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
10-15-Z004 CD004496 .00
.00
117,752.$5
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
18 and 19 wlll
(25), .00 x O0 = .00
(16). 117,752.55 x 045= 5,297.96
CL7). .00 X 12 = .00
(28) .00 x 15 = .00
(19)= 5,297.96
AHOUNT PAID
5,297.96
TOTAL TAX CREDIT I
I
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
5,297.96
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR ZNSTRUCTZONS.)~-~
RESERVATION:
PURPOSE OF
NOTICE:
PAYNENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decadent after the expiration of any estate for
life or for years, the Commonmealth 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 ~ulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit aith your payment to the Register of Nills printed on the reverse side.
--Hake 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 era available
online at www.ravmnum.state.pa.us, any Register of Hills or Revenue District Dffice, or from the Department's
24-hour answering service far farms orders: 1-800-36Z-2050; services far taxpayers with special hearing and/ur
speaking needs: 1-800-447-~020 (TT only).
Any party in interest nat satisfied with the appraismant, allowance or disallowance of deductions or assessment of tax
(including discount or interest) as shown on this Notice may object aithin 60 days of the date of receipt of this notice
by filing one of the fallowing:
A) Protest to the PA Department of Revenue, Board of Appeals. You may object by filing a protest online at
mww.boardofappaals.state.pa.us on or before the expiration of the sixty-day appeal period. In order for
an electronic protest to be valid, you must receive a confirmation number and processed date from the
Soard of Appeals aebsite. You may also send a aritten protest to PA Department of Revenue, Board of Appeals
P.O. Box 281021, Harrisburg, PA 171ZB-lOZ1. Petitions may not ba foxed.
B) Election to have the matter determined at the audit of the account of the personal representative.
C) Appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.O. Box Z80601, Harrisburg, PA 17128-0601
Phone (7173 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decadent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three ($) calendar months after the dmcedent's death, a five percent (SI) discount of
the tax paid is allowed.
The 15Z tax amnesty nan-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time peried as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6Z) percent per annum calculated at a daily rate of .000164. A11 taxes which became delinquent on and after
January 1, 19BI will bear interest at a rate which will vary from calendar year to calendar year mith that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2004 are:
Interest Daily Interest Daily
Year Rate Factor Year Rate Factor
~ ZOZ .000548 ~-1991 112 .000301
1983 162 .000438 1992 92 .000247
1984 112 .000301 1993-1994 72 .000192
1985 132 .0003S6 1995-1998 92 .000247
1986 lOZ .000274 1999 77, .000192
1987 lOZ .000274 ZOO0 77. .000192
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID
Interest Daily
Year Rate Factor
~ 9Z .000Z47
ZOOZ 62 .000164
2003 52 .000137
Z004 42 .000110
X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
Cumberland County - Register Of wills
One Courthouse Squa~e
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 12/16/2005
HELLER DONALD C
PO BOX 116
S HERMANS DALE , PA 17090
RE: Estate of HELLER PAULINE E
File Number: 2004-00161
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
1/27/2006
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~dtL. ~'~#.A) 1~~
I" ~ )
GLENDA FAP~ER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
~tI
Cumberland County - Register Of Wills
One Courthouse Square
Carlislet FA 17013
phone: (717) 240-6345
Date: 12/16/2005
ZINN DONNA JO
248 WHISKEY RUN ROAD
NEWVILLEt PA 17241
RE: Estate of HELLER PAULINE E
File Number: 2004-00161
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS. COURT RULESt NO.
103 SUPREME COURT RULES DOCKET NO. 1t for decedents dying on or after
July 1t 1992t the personal representative or his counselt within two
(2) years of the decedent's deatht shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
1/27/2006
Your prompt attention to this matter will be appreciated.
Thank You.
SincerelYt
61_ / ,~. ;. ~k~lzru/
ff~p~ Lri>u;4('&.A,;.., ,j,<(t(~ ,I v
'GLENDA FAP~ER STRASBA~GH
REGISTER OF WILLS
cc: File
Counsel
Judge
~.{/
~
;.S:~~
f;:{ ~ v\
~,\. ....,
~~ ~J
~
~ _ ~ _."___.~. ~.-,'t.\'--=-^T~i1iJ _ ~.e ~....,____:i_ ~---.ii _...._...::.l .0_...,...,--.~-
~~(~~JliSl!..tt.!r V! \YW Jl.li..!:L~ Ol!. ~tUi.Jl~.ll.IUN:::.u.:llaL1UJ..U \\_ALVU.l.i.llll.J
Name of Decedent:
STATUS REPORT lJl\luER RULE 6.12
Po vJ I IV (' i, /Ie/ It I(
,
Estate No.:
I/P~
i/.~ C>Q I~(
Date of Death:
.
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 0
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 t.1.e folbv';:::.g:
a. Did the personal representative file a fmal accoi.rri.t with -the Court?
Yes 0 No ~
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account Lnformal1y to the parties in
interest? Y es ~ No 0
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
attached to this report.
j)~1 c Jk~g,
Signature
Date: 1/3 Ie"
, ,
~"
'D(J/VA!q C, Ilel (~<
Name
f ,," &~ 11(.
'.5 he~~N~])lJIe ~. I 7 {) 90
Address
'717 5'i;. 'l5Y.V
Telephone No.
r.. ;"',
!~ ,_J
-, r
Ca-pacitj: ~ PeLs()~al P...epresentati-ve
o COllrlSel fOT perso~nal represeIltative
{~
r.~'
f~{, \'"'..\
g,.... \~\
\~ ~J
~
~ _.--!_.n__..,~_ ~....17--:rl\T".::lltJ_ _.1!:.n...----T:---.....ii---...:::l .0_-....,-,~-
K"...\elSJl.i9l!,tt;;Jr \UlJi 'If>;} Jl.J!.!L;si tUiJ!. '0IULJlJlilll.Ji!CJj:Jl.G::lLJlJitU 'l...AUlIUlJill.ll.Y
Name of Decedent:
STATUS REPORT Ul'luER RULE 6.12
'VdILI;YlI ~. _~~e-llL.V-
Date of Death: ;27- Ten -,;:(004
&: tJf1
Estate No.: '.:IloLf 00/(.../
.
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 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a fmal accoU!l.t with'the CoUrt? .
Yes 0 No B"
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes GY No 0
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
attached to this report.
Date: ~ - ~n - tJb
Jj~A 'i?;AA"
Slgnature
VOr7,'Jd X ZIr}'7
Name
~:"
~4tf fL}hl;',f~ ~"r; a
Address
(?/~) 1~? -t<;L&?~
T'elephone 1'10.
(',. '"
(>'uA [':'l'-C-y',' ~~.._~.~-1 DQ--PS~~+~+;"'P
~"'r-""- .. L-.J ~ \.I.!...;:)VllQ.l. J........""'}I.i...... .....l..l...CLL...l..Y,-,
, .. ~ '_ ..J 0 C.oi..ll1se.l for persoTlal represerltative
MtOv/& /J1
r7~o/' /
~~