HomeMy WebLinkAbout02-0642
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-{}601
(1- 1'0- 1 \
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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OECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SHINDLE DOROTHY E.
DATE OF DEATH (MM-OD-Year)
DATE OF BIRTH (MM-DD-Year)
[KJ 1. Original Return
o 4. limited Estate
[Xl 6. Decedent Died Testate (AllachcopyofWill)
o 9. litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (dale of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Mach copy of Trust)
o 10. Spousal Poverty Credit (dateofdealhbetween 12.31.g1 and 1-1-95)
OFFICIAL USE ONLY
.f.-
07/06/2002 11/15/1911
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
FILE NUMBER
21-020642
cooN"'rY'coo€"- -VEAR- - - NUMBER--
SOCIAL SECURITY NUMBER
179-12-3313
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
03. Remainder Return (date of death prioI'to 12-13-82}
o 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (AnachSch0)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
MURREL R. WALTERS III ESQ
FIRM NAME (If Applicable)
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TELEPHONE NUMBER
717/697-4650
54 EAST MAIN STREET
MECHANICSBURG
X _(15)
178,146.27 X .045 (15)
X .12 (17)
X .15 (18)
(19)
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. InterNivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Une 8 minus line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(9)
(10)
14. Net Value Subject to Tax (line 12 minus Une 13)
SEE IN8TRUCTIONS 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 lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of line 14 taxable at collateral rate
19. Tax Due
(8)
(11)
(12)
(13)
(14)
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
PA 17055
OFFICIAL .USE ONLY
c:)
t...,;
203,247.30
203,247.30
24,234.91
866.12
25,101.03
178,146.27
178,146.27
8,016.58
8,016.58
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's ComDlete Address:
STREET ADDRESS
4837 TRINDLE ROAD
CITY I STATE I ZIP
MECHANICSBURG PA 17050
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
8,016.58
Total Credits (A + B + C) (2)
3.
InteresUPenalty if applicable
D. Interest
E. Penalty
183.42
4.
T otallnteresUPenalty ( 0 + E ) (3)
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Chock box on Page 1 Lino 20 to requost a refund (4)
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. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
183.42
5.
8,200.00
8,200.00
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ........................................................................... 0 00
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 00
c. retain a reversionary interest; or ...................................................................................................... D 00
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 00
2. If death occurred after December 12, 1 982, did decedent transfer property within one year of death
without receiving adequate consideration?....... ....................................................................................... 0 00
3. Did decedent own an "in trustlor' or payable upon death bank account or security at his or her death? ................. 0 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ...... ................................................................................................. 0 00
IF THE: ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under pen. tlties of pe~ury, I declare thai I have examined this return, including accompanying schedules and statements, and 10 the best of my knowledge and belief, it is true, correct
and complete.
Declaration of preparer other than the personal representative is based on all infOfmation of which preparer has any knowledge.
SIGNA TU ~E OF fRSON RESPONSiBL.E FO~ETURN . DATE
9/17/03
AODRES,.
PA 17055
DATE
9/17/03
ADDRESS
MUR E R LTERS ESQ
54 EAST MAIN STREET, MECHANICSBURG,
PA 17055
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
172 P.S. ~9116 (a) (1.1) (i)].
For dates ofdeath 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 d&,es not exemot 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 s pause is the only beneficiary.
For dates of dHath on or after Juiy 1,2000:
The tax rate im Dosed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or forthe use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedenrs siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
,RE"''''''I''''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDEN1 DECEDEN1
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
SHINDLE DOROTHY E
FILE NUMBER
21 02
0642
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. PSECU 7,795.06
CD
2 PSECU 20,317.54
CD
3 PSECU 22,199.87
CD
4 PSECU 20,011.62
SHARE ACCOUNT
S PSECU 6,141.62
CHECKING
6 CITIZENS BANK 124,931.59
MONEY MARKET
7 CITIZENS BANK 1,B50.00
CHECKING
TOTAL (Also enter on line 5, Recapitulation) $
(II more space is needed, insert additional sheets olthe same size)
203247.30
~'''''''.,..".
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
SHINDLE DOROTHY E.
FILE NUMBER
21 02
0642
Debts of decedent must be reported on Schedule I,
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. PARTHEMOREFUNERALHOME 8,781.00
2 WOODLAWN GARDENS CEMETARY 1,010.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s) CORETHIA TURRI 9,097.00
Social Security Number(s) I E1N Number of Personal Representative(s)
Street Address 46 DEVONSHIRE SQUARE
City MECHANICSBURG State PA Zip 170S5
Year(s) Commission Paid: 2003
2. Attorney Fees MURREL R WALTERS III ESQ 4,875.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City Slate Zip
Relationship of Claimant to Decedent
4. Probate Fees REGISTER OF WILLS CUMBERLAND COUNTY 300.00
5. Accountanfs Fees
6. Tax Return Preparer's Fees
7. PATRIOT NEWS ESTATE NOTICE PUBLICATION 96.91
8 CUMBERLAND LAW.JOURNAL ESTATE NOTICE PUBLICATION 75.00
TOTAL (Also enter on line 9, Recapitulation) $ 24 234.91
(If more space is needed, insert additional sheets of the same size)
,.",'''''''1;-'''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
ESTATE OF
SHINDLE DOROTHY E
FILE NUMBER
21 02
0642
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
HOLY SPIRIT HOSPITAL
MEDICAL
12.72
2
WEST SHORE EMS
MEDICAL
38.40
3
AL WHITCOMB, ACCOUNTANT
INCOME TAX PREPARATIDN
125.00
4
PAULA CRIPPO
CARE FOR DOG 'MITZI'
OUT OF POCKET EXPENSES FOR FOOD, VET WHILE DECEDANT IN NURSING CARE
690.00
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
866.12
REV.""EX:I_
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
SHINDI nnRnTHY F ?1 n? nR4?
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Ust Trustee(s) OF ESTATE
1. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfars under
Sec. 9116 la) (1.2))
1. PAULINE CRIPPO DAUGHTER 25 % OF RESIDUE
6316 STANFORD COURT
MECHANICSBURG, PA 17055
2 CORETHIA TURRI DAUGHTER 25 % OF RESIDUE
46 DEVONSHIRE SQUARE
MECHANICSBURG. PA 17055
3 SHELBY SELTZER DAUGHTER 25 % OF RESIDUE
1120 COLUMBUS AVE., APT #8
LEMOYNE, PA 17043
4 LINDA JAMES DAUGHTER 25 % OF RESIDUE
6130 SPRINGFORD DRIVE, G-8
HARRISBURG, PA 17111
5 TAMMY WOLFENDALE GRANDDAUGHTER $1000
7501 SUMMER BLOSSOM LANE
COLUMBIA, MD 21045
6 BARRY W. JAMES JR GRANDSON $1000
405 HARVEST DRIVE
HARRISBURG, PA 17111
7 PHILIP TODD SELTZER GRANDSON $1000
1120 COLUMBUS AVE., APT #8
LEMOYNE, PA 17043
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV.1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART Il- 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)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
SHINDLE, DOROTHY E.
21
02
0642
Paqe 1
Schedule J - Beneficiaries - 1
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S} RECEIVING PROPERTY Do Not LislTrustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS (include outright spousal distributions)
8 BRAD L. SELTZER GRANDSON $1000
326 ARLON COURT ROAD
SEASIDE, CA 93955
9 JOSEPH A. TURRI GRANDSON $1000
227 WEST MAIN STREET
MECHANICSBURG, PA 17055
10 JEFFREY A. TURRI GRANDSON $1000
201 RUNSON ROAD
CAMP HILL, PA 17013
11 MARK TURRI GRANDSON $1000
105.E ALLEN STREET
MECHANICSBURG, PA 17055
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY
UNTIL COMPLETION
STATUS REPORT UNDER RULE 6.12
Name of Decedent: DOROTHY E. SHINDLE
Date of Death: 7/6/02
Estate No.: 21-02-0642
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:
State whether administration of the estate is complete:
Yes X No
o
If the answer is No, state when the personal representative reasonably believes that the
administration will be complete
(date)
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__
Bo
The separate Orphans' Court No. (if any) for the personal representative's
account is: (Not Applicable in Dauphin County)
Date:
Do
Did the personal representative state an account informally to the parties in
interest: Yes X No
Copies of receipts, releases, joinders and approvals of forr~r informal
accounts may be filed with the Clerk of the Orphans' C/op~.~ rt and may be
attached to this report. / //
MURR~L R. WALTERS, III, ESQUIRE
54 East Main Street
Mechanicsburg, PA 17055
717-097-4650
Capacity:
X
Personal Representative
__ Counsel for Personal Representative
Estate of DOROTHY E. SHINDLE
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
~ I - O;t - LDI-L1..J
Register of Wills for the
, Deceased. County of CUMBERLAND in the
Social Security No. 119-12-3313 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 executrix named
in the last will of the above decedent, dated MARCH 1.1991
and codicil(s) dated NONE
No.
To:
(state relevant circumstances, e.g. remihciation, death of executor, etc.)
Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with
h er last family or principal residence at 4831 TRINDLE ROAD. MECHANICSBURG.
HAMPDEN TOWNSHIP, PENNSYLVANIA
(\\st street, number and municipality)
Decedent, then 90 years of age, died 116/02
al HOLY SPIRIT HOSPITAL. CAMP HILL. PA
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 ajudicated
incompetent:
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ 200.000.00
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $ 0.00
situated as follows:
NONE
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant ofletters TESTAMENTARY
thereon. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
G if~~" ~ L ~ CORETHIATURRI, 4DEVONSHIRE DR.
~ Me''' /1 :.--- -t,,( MECHANICSBURG PA 11050
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA} ss
COUNTY OF CUMBERLAND
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and beliefofpetitioner(s) and that as personal represen-
talive(s) of the abovedecedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed ~ ) .....fi _
before me this 17th day of -R ( ~ iJf~ "'" ::.::. U~~ ,
\1G~~w:~O~~r . ~.
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No. .dJ-OJ.- (p1-j,;L
Estate of DOROTHY E. SHINDLE
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JULY 17, 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 3/7/97
described therein be admitted to probate and filed of record as the last will of DOROTHY E. SHINDLE
and Letters TESTAMENTARY
are hereby granted to
CORETHIA TURRI
~{g;., In .fJm();,Jk.
U'W egisterof\Vills .""-0
copies FEES 1.00
P b t L tt Et . $ !il~5. 00
ro a e, e ers, coo....
Short Certificates ( )...... $ 9.00
~ extra. pagess. $ 1 QO
leD $ 5.00
TOTAL _ $ 253.00
Filed. 7.-.17 -;2.o9~ . . . . . . . . . . . . . . .
called atty 7-17-2002
MURREL R. WALTERS. III #24849
ATTORNEY (Sup. Ct. J.D. No.)
54 EAST MAIN STREET
MECHANICSBURG PA 17055
ADDRESS
(717) 697-4650
PHONE
REGISTER OF WILLSOF CUMBERLAND COUNTY
OATH OF NON2~_lbll~S.w.BING WITNESS
CORETHIA TURRI and LINDA .JAMES
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) thatthey are
familiar with the signature of DOROTHY E. SHINDLE
~
subscribing witnesses to) the will presented herewith and that they
~
will is in the handwriting of DDROrHYE. SHINDLE to the best of their
(J~j?d~0~
(Name)
CORETHIA TURRI 46 DEVONSHIRE SQUARE
MECHANICSBURG PA 17111
, testat !!!!..- of (one of the
believes the signature on the
knowledge and belief.
Sworn to or affirmed and sub-
scribed before me this
17th day of
~
(Address)
INDA .JAMES
HARRISBURG
(Name)
6130 SPRING FORD DR. APT G-B
PA 17111
(Address)
..~,
jjjh~n, l,j'y'l.:W,
This is to ccnil}' that the information here given is correctly copied from an original cerrillcate of death duly filed with me as
LocIl Registrar. The original certifIcate will he forwarded to the StatL Vital Rl'l:ords Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
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Fee f{-lr this certillcatt'. $2.00
P 8385553
JUL 0 9 2002.
Date
Rs.2161
COMMONWEALTH of PENNSYLVANIA. DEPARTMENt OF HEALTH "lirTAl RECORDS
CERTIFICATE OF DEATH
90 Yrs
,
COUNTY OF OE)ll"H
\JNPE~~ O,l(J'
HouolI 1 "'",Ill"
___,_,,_~_______.__'_____'_____ ______+_ ___~___.,'~~.MaEf\ ~__~
SEX rIAl~ECURIT'iNUM6ER
~,female 3. 179 - 12 - 3313
DIiIE OFBIRTH~aIATHPu.cE Cl, ""<:) PLACE <.w DE,l.TH.(:r.t<" W"'.
MUI\ln (Jay 'eiln 'laI8",tc'.ognLt".ml'Y) HosprrAl,
November 15 In~~ \'.A/OuIpal""':..-J
. 1911 _ Ll..oysville, PA M. .
CITY, llORQ, TWP OF DEATH FACIUT'l" NA"'E ill ~u "''"''M",,'' \i'"" <;/,WI ~fld flU"''''''''
"i'Nil! H~/,~I\~L
KINO OF 6USINESS/INDUSTRY
white
NAMEOFDl;CEOENT\f'fSIM,o;;,-......,
1. Dorothy
AGElt3"'~3Y; I.JtIDEl\\'I'EAA
Monlll'l Day.
E.
Shindle
...
Cumberland
Ie. E. Pe.nnsboro Twp
DECEDE"""S USUAL OCCUPI\TION
(~,~~ol~~~~'u~';~,:;df
11.. Clerk l1rState
DECEDENT'S ",...llING ADDRESS (s~_, CfIy/lOw". SlaI8.1I9CWO>I
MAflll-"lSrAlUS'''''''.-.j
N._"'.'''.''.\Nido.....
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SUAVI\llNGSPO\JSE
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MO.
Cumberland lo..nSh'l'? t1clJJ~:==>;l
"'OTtjEA.SNA"'f.f"..,M,<l<lle_M."l..,Sul"ame)
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11C.\):\YM.<*:_ntllY...",
widowed
4837 Trindle Road
II. Mechanicsburg, PA 17055
FATHEFI'SNAt.lE(Fu$l,Moddl8,la$l)
Government
DECEDENT'S
-"CTUAL
RESIDENCE
is''' ",..n;clltY\S
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\1e.~
Hampden
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Harr
Fuller
1'. Vernie Bo er
INFomMN1'S IoIA1LlOOAODRESS ISIl8/lI, c'lylTown. StolI._I;p Cod')
2Ob_ 46 Devonshire S uare Me han' c bur
PLACE OF DISPOSITION. N~ otC.""".!)', e,.malO<)' LOCATION. COIy/TQoon,
OlOlheofP~
Woodlawn Memorial Gardens
21c.
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INFORMANT'S NAME (TypelP''''I)
2011. Corethia Turri
loIETHOD OF DlsPOSJTlOO
B<.I<ia\~ c._.....D !\eomoy;rllromSlallO
OItwl,(Spoocrly'
21cl~ower Paxton Twp.. PA 17109
/oI,I,ME.o.N{lAOcmESSQHl\CIlIT'1 Parthemore FH & CS. Ine.
c.P.O. Box 431 New Cumberland FA 17070-0431
LICENSE NUMBER DilTESIGUED
h "'7/(C.'L- IMonll1,Day,'u<!
2JIo.;"Vl(J 4-d 23c:.fl/~ 7 ;;iJa.-)
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,
LAST WILL AND TESTAMENT OF
DOROTHY E. SHINDLE
:)1- (lj-lpLI:J-
I, DOROTHY E. SHINDLE, of Lower Allen Township, Cumberland
County, Pennsylvania, being of sound mind and memory, do make,
publish and declare this my Last will and Testament r hereby
revoking and making void any and all wills by me heretofore made.
FIRST:
I order and direct that all of my just debts and
funeral expenses be paid by my hereinafter named Executrix as soon
after my death as may be found convenient.
SECOND:
I give the sum of $1,000.00 to each of my
grandchildren who survive me.
THIRD:
All the rest, residue and remainder of my estate,
real, personal and mixed, of whatever nature and wheresoever
situate, which I may own or have the right to dispose of at the
time of my death I give, devise and bequeath to my children,
PAULINE CRIPPO, CORETHIA TURRI, SHELBY SELTZER and LINDA JAMES, in
equal shares, per stirpes.
FOURTH:
I hereby nominate, constitute and appoint my
daughter, CORETHIA TURRI, as Executrix of this, my Last will and
Testament, and I do direct that no bond shall be required of such
Executrix hereunder. My said Executrix shall have full power at
her discretion to do any and all things necessary for the complete
administration of my estate, including the power to sell at public
or private sale and without order of Court, any real or personal
property belonging to my estate, and to compound, compromise or
otherwise to settle or adjust any and all claims, charges, debts
and demands, whatsoever, against or in favor of my estate, as fully
as I could do if living.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this my Last will and Testament, this 7'vJ day of rYJ 1f (' fJ , 1997.
~
~k~:./ ~
Do othy E. sh ndle
(SEAL)
Signed, sealed, published and declared by the above named
Testatrix as and for her Last will and Testament, in the presence
of us, who at her request and in her presence and in the presence
of each other have hereunto subscribed our names as witnesses.
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"
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Dorothy E. Shindle
Date of Death: July 6, 2002
WiliNo.
Admin. No. 21-02-0642
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 July 23, 2002.
Name
Address
Corethia Turri
Pauline Grippo
Shelby Seltzer
Linda James
Tammy Wolfendale
Barry W. James, Jr.
Philip Todd Seltzer
Brad 1. Seltzer
Joseph A. Turri
Jeffery A. Turri
Mark Turri
46 Devonshire Road, Mechanicsburg, P A 17050
6313 Stanford Court, Mechanicsburg, P A 17050
105 Stanford Court, Mechanicsburg, PA 17050
6130 SpringfordDrive, G-8, Harrisburg, PA 17111
7501 Summer Blossom Lane, Columbia, MD 21045
405 Harvest Drive, Harrisburg, P A 17111
105 Stanford Court, Mechanicsburg, PA 17050
326 Arlon Court Road, Seaside, CA 93955
227 W. Main Street, Mechanicsburg, P A 055
201 Rumon Road, Camp Hill, PA 1701
105-E Allen Street, Mechanicsburg, P 17055
Notice has now been given to all persons entitled ther
None
Date: October, 31, 2002
Murrel R. Walters, III, Esquire
54 East Main Street
Mechanicsburg, P A 17055
(717) 697-4650
Capaciry: _ Personal Representative
_X_Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.2B0601
HARRISBURG, PA 17\25-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
WALTERS MURREL Rill RSQUIRE
54 E MAIN STREET
MECHANICSBURG, PA 17055
_nn_u fold
ESTATE INFORMATION: SSN: 179-12-3313
FILE NUMBER: 2102-0642
DECEDENT NAME: SHINDLE DOROTHY E
DATE OF PAYMENT: 09/18/2003
POSTMARK DATE: 00100/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/06/2002
NO. CD 003027
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $183.42
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$183.42
REMARKS: MURREL R WALTERS III ESQUIRE
CHECK# 10388
SEAL
INITIALS: DO
RECEIVED BY:
REGISTER OF WILLS
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
COMMONWEALTH Of PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.2B0601
HARRISBURG, PA 17128-0601
AEV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
WALTERS MURREL R III ESQUIRE
54 E MAIN STREET
MECHANICSBURG, PA 17055
____nn lold
ESTATE INFORMATION: SSN: 179-12-3313
FILE NUMBER: 2102-0642
DECEDENT NAME: SHINDLE DOROTHY E
DATE OF PAYMENT: 09/18/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/06/2002
NO, CD 003028
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $8,016.58
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$8,016.58
REMARKS: CORETHIA TURRI C/O
MURREL R WALTERS III ESQUIRE
CHECK# 121
SEAL
INITIALS: DO
RECEIVED BY:
REGISTER OF WILLS
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
1'7- "),s- / I
~ BUREAU Of INDIVIDUAL TAXES
INHERITAHCE TAX DIVISION
DEPT. 280601
HARRIS8URG~ PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE Of INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSMENT Of TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-27-2003
SHINDLE
07-06-2002
21 02-0642
CUMBERLAND
101
MURREL R WALTERS
54 E MAIN ST
MECHANICSBURG
II I ESQ
PA 17055
'*
kEV-l!i~7 EK lFP Ul.llll
DOROTHY
E
A.aunt Rellitted
) CHANGED
0)
(2)
(3)
(4)
(5)
(6)
(7J
.00
.00
.00
.00
203,247.30
.00
.00
(8)
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 ~
REV=is"4TECAFP--fiff--oirNOTicE-'OF-YNHEifiTAifcn.'A"X-APPRAisEHEN'r.--AL.DiwANcE-oR"-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHINDLE OOROTHY E FILE NO. 21 02-0642 ACN 101 DATE 10-27-2003
TAX RETURN WAS, [X) ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. "ortgages/Notes Receivable (Schedule OJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad... Costs/Misc. Expenses (Schedule HJ
10. Debts/Mortgage Liabilities/Liens (Schedule !)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental BequestSj Hon-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
If an assessment was issued previously. lines 14. 15 and/or 16. 17. 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. AMount of Line 14 at Spousal rate (IS)
16. Amount of Line 14 taxable at Lineal/Class A rate (I6)
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
NOTE:
(9)
[10)
24,234.91
HOTE: To insure proper
credit to your account}
submit the upper portion
of this form with your
tax paYlt8Rt.
203,247.30
?I; 101 03
178,146.27
.00
178,146.27
00 =
045 =
12 =
15 =
.00
8,016.58
.00
.00
8,016.58
866.12
Ill)
(12)
(13)
(14)
.00 X
178,146.27 X
.00 X
.00 X
(19)=
TAX C DITS:
.. " II l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-18-2003 CD003027 .00 183.42
09-18-2003 CD003028 181.21- 8,016.58
TOTAL TAX CREDIT 8,018.79
BALANCE OF TAX DUE 2.21CR
INTEREST AND PEN. .00
TOTAL DUE 2.21CR
. If PAID AfTER DATE INDICATED, SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST.
( If TOTAL DUE IS LESS THAN $1, NO PAVMENT IS REQUIRED.
If TOTAL DUE IS REfLECTED AS A "CREDIT" [CR), YOU MAV BE DUE
A REfUND. SEE REVERSE SIDE Of THIS fORM fOR INSTRUCTIONS.)
RESERVATION: 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 decedent after the expiration of any estate for
life or for years, the Com.onwea1th hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
PAVMENT:
Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or 1I0ney order payable to: REGISTER OF" HILLS} AGENT
REFUND (CRl:
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-3020 (TT only).
OBJECTIONS: Any party in interest not satisfied with the appraise.ent, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on 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. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter deterllined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS:
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assess.ent Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedentft (REV-l501) for an explanation of administratively correctable errors.
DISCOUNT:
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (570) discount of
the tax paid is allowed.
PENAL TV:
The 15% tax amnesty non-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 allnesty periOd. This non-participation
penalty is appealable in the same lIanner and in the the salle time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) 1I0nths and one (1) day froll the date of
death, to the date of payment. Taxes which beca.e delinquent before January 1, 1982 bear interest at the rate of
six (6%) percent per annuli calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary fro. calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are:
Interest Daily Interest Daily Interest
~ ~ Vear ~ ~ Vear Rate
Veer
Daily
Factor
1982 20% .000548 1987 'X .000247 1999 7Z .000192
1983 16% .000438 1988-1991 11% .000301 2000 OX .000219
1984 11% .000301 1992 9% .000247 2001 9% .000247
1985 1370 .000356 1993-1994 7X .000192 2002 6% .000164
1986 10% .000274 1995-1998 'X .000247 2003 5X .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becolles delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessllent. If payment is lIade after the interest computation date shown on the
Notice, additional interest lIust be calculated.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z8D601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*'
"
iEV-li07EXAFPtDl-Ul
0,
DATE
'0' n!ib ESTATE OF
DATE OF DEATH
FILE NUMBER
FEB 13 P3 :31 COUNTY
ACN
01-26-2004
SHINDLE
07-06-2002
21 02-0642
CUMBERLAND
101
DOROTHY
E
MURREL R WALTERS
54 E MAIN ST
MECHANICSBURG
'04
II I ESQ
Amount Rellitted
PA 17ol55'
CWnbGi,':;J)lC
,
,'_I< I.
PA
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, sub.it the upper portion of this form with your tax pay.snt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=i6iWEx--Af'p--coFo3Y------..iij,hfNHEiiITANc'E--yiiiCST7rTEiiENY-O-F-Ac-ciiuN"T--j,."---------------------
ESTATE OF SHINDLE
DOROTHY
E FILE NO. 21 02-0642
ACN 101
DATE 01-26-2004
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-27-2003
PRINCIPAL TAX DUE:_ 8,016.58
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-18-2003 CD003027 .00 183.42
09-18-2003 CD003028 181. 21- 8,016.58
01-12-2004 REFUND .00 2.21-
TOTAL TAX CREDIT 8,016.58
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
[ IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
PAVMENT:
Detach the tap portion of this Notice and submit with Your p~yment ~ade payable to the name and address
printed" on the reverse side.
If RESIDENT DECEDENT .ake check or money order payable to: REGISTER OF WILLS, AGENT.
If NON-RESIDENT DECEDENT lIake check or .oney order payable to: COMMONWEALTH OF PENNSYLVANIA.
REFUND (CR): A refund of a tax credit, which was not requested an the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-l3U). Applications are available at
the Office of the Register of Wills, any of the 23 Revenue District Offices or fro. the Department"s 24-hour
answering service for forms ordering: I-BOO-362-2050; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-3020 (TT only).
REPLY TO:
Questions regarding errors contained on this notice should be addressed to: PA Depart.ent of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone
(717) 787-6505.
DISCOUNT:
If any tax due is paid within three (3) calendar months after the decedent.s death, a five percent (5%) discount
of the tax paid is allowed.
PENALTY:
The 15% tax amnesty non-participation penalty is co.puted 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.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one (I) day from the date of
death, to the date of payment. Taxes which becalle delinquent before January I, 1982 bear interest at the rate of
six (6%) percent per annum calculated at a daily rata of .000164. All taxes which beca.e delinquent an and after
January I, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates far 1952: through 2003 are:
Interest Daily Interest Daily Interest
Year
Rate
Factor
Vear
Rate
Factor
Year
Rate
Daily
Factor
1982
1963
19M
1985
1986
211%
16?
111:
13%
10%
.0005"+8
. DOO4-38
.000301
.000356
.000274
1987
1988-1991
199Z
1993-1994-
1995-1998
9X
111:
9%
7X
9%
.000247
.000301
.0002:47
.000192
.000247
1999
2000
2001
211112
2003
n
8X
9X
6X
51:
.000192
.000219
.000247
.000164
.000137
--Interest is calculated as fallows:
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY 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 pay.ent is made after the interest computation date shown on the
Notice, additional interest must be ealculated.