HomeMy WebLinkAbout04-0574Estate of
also known as
Register of Wills of
PETITION FOR GRANT OF
Cumberland County, Pennsylvania
LETTERS
, Deceased
No,
Social~SeCurity i~. /5¢-2~ ~7]/J
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letter,seed aver that Petitioner(s) is/are the executo~
Decedent, dated /VoV~-~,¢.. /~,~ I~ / and codicil(s) dated
named in the Last Wdl of the
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incompetent:
B. Grant of Letters of Administration
Petitioner(s) after a proper search has/have ascertained that Decedent left rio Will and was surwved by the following spouse
(if any) and heirs:
Name Relationship Residence J
(COMPLETE IN ALL CASES:) Attach additional heetsif necessary,
Decedent was..)do...mi..ciled/at death in _C~/'P/GFY~ C~.~ ~-~ County. Pennsylvan,a. ~'lh h's/her last ,am,ly or pr,pc,p&l
Decedent at death owned property w~th estimated values as follows:
{If domiciled in PA) All personal property
........................... s ~o0.
(If not domiciled i~ P~) P~rsonal ~rop~rty m P~n~sylvania ....................
(If not domiciled in P~) P~rso~al property in County ..........................
Valu~ of r~l ~st~t~ i~ P~nsylvani~ ..............................................
~eal Esl~le ~lt~(~d ~s follows:
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented w~th this Petition and [he grant of letters ~n the
appropriate form to the undersigned:
Signature
Typed or printed name and residence
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and
correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent,
Petitioner(s) will well and truly administer the estat~ according to lav~. _ ~ ~/
/ '/ / .~ , /111~
Sworn to and affirmed and subscribed ~.J~/~~~ ----~ .~
/F/TH
v
DECREE OF REGISTER
Social Security
AND NOW, ~..~"[J~.k,/
Deceased No.
Date of Death: ,,'~ff/P/(... ~% Z.~/-~
20 in consideration of the Petition
on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters,~ Testamentary [] of Administration
are hereby granted to
in the above estate and that the instrument(s), if any, dated
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters ........................... $
Short Certificate(s).....~..... $
Renunciation .................. $
Affidavit ( ) ................. $
Extra Pages ( ) ............ $
Codicil .......................... $
JCP Fee ........................ $
Inventory & Tax Forms... $
Other ............................ $
TOTAL ................ $
(6. ~ Attorney: ~d),~'/J' J, /~;7/>7Z~/,-Aj.j'
I.D. No: ~'~/q ~
Address: .~
Telephone:
DATE FILED:
REGISTER OF WILLS OF CUMBER~,A~D COUNTY
OATH OF SUBSCRIBING WITNESS
SUSAN H. GOODRiDGE
(e~ a subscribing witness to the will presented herewith, (o~xl~) being duly qualified according to
law, depose(s) and say(s) that I was present and saw
Esther June Wotring
the testat rix
request of testat
other subscribing witness(es)).
Sworn to or affirm, gd, a~sd subscribed before
me this'F'r,~ day of
,.J~ _ _~ ~ 2004
Marlin R. ~, ~ P~ [
~ C~mi~ ~ ~. 14, ~ ~
, sign the same and that I signed as a witness at the
rix in her ' presence and (ir~~xffmm~lt~) (in the presence of the
an,~, Goodridge ~J~
.1.39. Easte.rly ~rive
mecnanlcsDurgr PA 17050
(Address)
(Name)
Member, Pennsylvania Association Of Notaries
(Address)
'"REGISTER OF WILLS OF .4 4~,c~h COUNTY ~-
OATH OF NON-SUBSCRIBING WITNESS -_~
(eac~ su~criber hereto, (each) being duly qualified according to law, depose(s) and. say(s) that familiar with the signature of ~'t/',~-~,~
testato~ of ne~ tee subscribing, :;'"tnzzzes to) the ~ will~/ presented herewith and
---~odicil
that believes the signature on the will is in the handwriting of
testat believes the signature of the will presented herewith and that
believes the sign~,ture co,,q~fl .
on th~.,As in the handwriting of ~'~_~.~4,t- 4/., ;f..,~k
to the best of ri )~1' nfnowledge and belief.
Sworn to or affirmed and subscribed before 'Nj[.;~)
me this I~ day of
,,~ (Name~
(Name)
(Address)
i~is is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Ix)cai R,egistrar. The original certificate will be forwarded to the State Vital Records Office for permanent ~iling.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 10040G27
No,
Date
143 Rev ~'87
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH ° VITAL RECORDS
CERTIFICATE OF DEA
NENT NAME OF DECEDENT {FirtI. Middle, LaM) Esther d. Wotring IsEx Female~^LSS~NU~ 9730
Cumberland East Vennsboro I-. 0/g ,5P,:7, / ~oz'y, 2~ / I~.~'""~"~'" '
= ..... ~ Health Care ~..~ m~x ~.~-,~
~""~ ~ ' ' ' =~e~ Howard A. Wotring,
,!~.- I-~. ~. ~.-,~ 1
IH-
DEC~ENT'S~NLt~ESS(St~,O~n. Sam ZipS) ~CE~NPS ~a.
06 Linde Drive [~CT~t ~Z~ Sm*.,,
Mechanicsburg Pa. 17055 [(~ ~.~ "" ~ ~"' ~"~ m
~*' ' [~ ~m.~, Cumberland ~.~ ~..~ ~,~ Mechanicsburg
-. Peter Rushow MOT~S ~ME (R~ ~, M~ S~imi c~y~O
~.~O.~.VS.~.E (~y~.m) ~ Mydle Brain
,.P'- Howard A. Wotring, Jr. ~.~o.~.vs ~5~ ~slm~.9~.~. s~.. ~ ~)
~ErHO00~ mS~T~ ~. ZUO LlnOa Unve Mechanic[burg, Pa. 17055
SIONe~ ....... ~ - · 12~a. ~way 4 z0~ 2~c. no, .,'u -~,.e,, M~mo, al P~rk ~.. Camp Hd, Pa. 17011
eu~E E I I~C ~ ~R ACTI~ AS S~H LICENSE NUMBER
~. Myers Funeral Home, Inc. 37 East Main Street ~chanicsburfl, Pa. 170
,.R.'30 P .I-. ( Im,?,[ .3o~ ,~ov,:( ,..D ,o~.
............. ' ............ ""'
Yes ~ No ~ Yes D No ~ S .... D C .............. ~ ~ ..... ~,) TlON (S,.t. City.own. State}
~ ' _/ / ~ ~ I , ~TE FILED (M~y. Y~) . -
LAW OFFICE-~
MARLIN R. McCALEB
LAST Wll.l. AND TESTAMENT
I, ESTHER JUNE WOTRING, of the Borough of Mechanicsburg, County of
Cumberland and Commonwealth of Pennsylvania, being of sound and disposing
mind, memory and understanding, do make, publish and declare this as and for my
Last Will and Testament, hereby revoking and making void all former wills and
codicils by me at any time heretofore made.
FIRST. I order and direct that all my just debts and funeral expenses be paid
by my Executor or Executrix, as the case may be, hereinafter named, as soon as
conveniently may be done after my decease.
SECOND. I give and bequeath my jewelry, my crystal, and my_;personai'
belongings unto my daughter, SUZANNE ELLEN SPRANDEL, absol~elY, if she
survives me. --.
THIRD. I give, devise and bequeath all the rest, residue and remainder of my
estate, real, personal and mixed, whatsoever and wheresoever situate, unto my
husband, HOWARD ARTHUR WOTRING, JR., absolutely and in fee simple, if he
survives me for a period of thirty (30) days.
FOURTH. If, however, my husband, HOWARD ARTHUR WOTRING, JR., shall
predecease me or fail to survive me for a period of thirty (30) days, then and in
that event I give, devise and bequeath all the rest, residue and remainder of my
estate, real, personal and mixed, whatsoever and wheresoever situate, in equal
shares unto my children, namely: SUZANNE ELLEN SPRANDEL, MICHAEL
LAW OFFIC E~
MARLIN R. ~N/IcCALEB
ARTHUR WOTRING and PETER ANDREW WOTRING, share and share alike,
absolutely and in fee simple.
Should any of my children predecease me leaving lawful issue to survive me,
then I order and direct that the share which such deceased child would have
received had he or she survived me shall be distributed unto his or her said lawful
issue per stirpes, said issue to take the ancestor's share by representation and not
per capita.
FIFTH. I nominate, constitute and appoint my daughter-in-law, WENDY L.
WOTRING, Guardian of any property which passes either under this Will or
otherwise to a minor and with respect to which I am authorized to appoint a
guardian and have not otherwise specifically done so. Such Guardian shall serve
without bond and shall have the power to use principal as well as income from
time to time for the minor's education, support and welfare without regard to the
ability of said minor's parents to provide for such education, support or welfare; or
to make payments for these purposes without further responsibility to the minor,
the minor's parents, or to any person taking care of the minor; or, in the event the
funds held by the Guardian for any minor become, in the opinion of the Guardian,
too small for proper and efficient administration, to deposit such funds in an
interest-bearing account on behalf of the minor. If for any reason WENDY L.
WOTRING shall fail to qualify as such Guardian or cease so to serve, then [
nominate, constitute and appoint my son-in-law, HENRY A. SPRANDEL, to serve in
-2-
[_AW OFFICE_~;
MARLIN R. M¢CALEB
her place and stead, each to serve without bond in this or any other jurisdiction.
LASTLY. I nominate, constitute and appoint my husband, HOWARD ARTHUR
WOTRING, JR., Executor of this, my Last Will and Testament, but if for any reason
he shall fail to qualify as such Executor or cease so to serve, then I nominate,
constitute and appoint my daughter, SUZANNE ELLEN SPRANDEL, to serve in his
place and stead, each to serve without bond in this or any other jurisdiction.
IN WITNESS WHEREOF, I, ESTHER JUNE WOTRING, have hereunto set my
hand and seal to this, my Last Will and Testament which consists of three (3)
typewritten pages to each of which I have affixed my signature this /J~' day of
,~d~~t," , A.D., One Thousand Nine Hundred Ninety-One (1991).
The preceding instrument, consisting of this and two (2) other typewritten
pages, each identified by the signature of the Testatrix, was on the date thereof
signed, sealed, published and declared by ESTHER JUNE WOTRING, the Testatrix
therein named, as and for her Last Will and Testament, 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.
-3-
CERTIFICATION OF NOTICE
UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Admin No:
To the Register:
I certify that notice of 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 ("~ - 2 ~ ,'- C> ~ ·
SalTle
Address
Notice has now been given to all persons entitles thereto under Rule 5.6(a) exCePt:
(Signature)
Address:
Telephone
Capacity:
Personal Representative
Counsel for Personal
Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 004140
AHRENS THOMAS J ESQUIRE
5521 CARLISLE PIKE
MECHANICSBURG, PA 17050
........ fold
ESTATE INFORMATION: SSN: 159-28-9730
FILE NUMBER: 2104-0574
DECEDENT NAME: WOTRING ESTHER JUNE
DATE OF PAYMENT: 07/08/2004
POSTMARK DATE: 07/08/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 04/30/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $321.61
REMARKS:
TOTAL AMOUNT PAID:
$321.61
SEAL
CHECK# 1042
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STIRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
OMMONWEALI~I OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
iFILE NUMBER
21
COUNTY CODE
04 0574
YEAR NUMBER
0
DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL)
Worting, Esther June
DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR)
SOCIAL SECURITY
159-28-973
THIS RETURN MUSl
04/30/2004 i 04/13/1932
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
REGI
SOCIAL SECURITY
Wetting, Jr., Howard A 200-22-5
[] 1. Odginal Return -~21-' SupPlemental Return ....... ~ 3. Remainder ,etun
[] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after
12-12-82) [] 5. Federal Estate
[] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach 8. Total Number (
of Will) copy of Trust) --
[] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between [] 11. Election to tax
12.31-91 and 1-1-95)
_~_.-~- I)~ - ~- ::~ ::,, ~-~-~-,~ ~ ..... .
NAME COMPLETE MAILING ADDRESS
Thomas J. ^hrcns
FIRM NAME (If applicable) 5521 Carlisle Pike
Ahrens Law Offices, P.C. Mechanicsburg, PA 17055
tELEPHONE NUMBER
717/697-1800
1. Real Estate (Schedule A) (1) Non~/
2. Stocks and Bonds (Schedule B) (2) No ne
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None
4. Mortgages & Notes Receivable (Schedule D) (4) No n e
5. Cash, Bank Deposits & Miscellaneous Personal Properly
(Schedume E) (5) 3 2,9 7 3.4 5
6. Jointly Owned Property (Schedule F) (6) None
[] Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 24,764.73
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 4,65 2.0 0
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
~IUMBER
BE FILED IN DUPUCATE WITH THE
STER OF WILLS
qUMBER
12
(date of death prior to 12-13-82)
Tax Return Required
f Safe Deposit Boxes
Jnder Sec. 9113(A) (Attach Sch O)
(8)
OFF!CIAL USE ONLY
(11)
(12)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
57,738.18
4,652.00
53,086.18
53,086.18
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate, 45,5 63 1 6
or transfers under Sec. 9116(a)(1.2) ........ ~' _
x .00
x .045
x .12
x .15
16.Amount of Line 14 taxable at lineal rate
7,523.02
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
(13)
(14)
(15)
(16)
(17)
(18)
(19)
20. []
Copyright 2000 form software only The Lackner Group, Inc. Form
0.00
338.54
338.54
~EV-1500 EX (Rev. 64)0)
'Decedent's Complete Address:
tSTRI~T ADDRESS
ZIP
i17055
206 Linda Drive
Mechanicsburg
I STATE PA
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Interest/Penalty if applicable D. Interest
E. Penalty
16.93
(1)
Total Credits (A + B + C) (2)
Total Interest/Penalty (D + E)
(3)
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 1 Line 20 to request a refund
If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
338.54
16.93
0.00
321.61
321.61
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred; ........................................................................... ~ ~]
b. retain the right to designate who shall use the property transferred or its income; ............................
c. retain a reversionary interest; or ...........................................................................................................
d. receive the promise for I fo of either payments, benef ts or care? ..............
2. If death occurred after December 12 1982, did decedent transfer property within one year of death without
receiving adequate cons derat on'~ ~--]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... ~ []
4. Did decedent own an Individual Retirement Account annuity or other non-probate property which ~
contains a beneficiary desienation'~ '
IF THE ANSWER TO ANY OF THE AB;VE QUESTIONS'IS'YES"YOU'MUST'COMPLETE'SCHEDULEG'AND'F;~;'i~-*"'""'"*'""- '"*""'""'" **'"'""' '"'"'"'"'""'" '*"'"'""'"'"" "' "'"'" "-'"'* A~PPART ~JF THE RETURN.
Under penalties of perjury, I declare that I have e~n~i.ed this return, including accompanyingpreparer hasSChedulesany knowledge.and statements, and to the best of my knowledge and belief, it i/*-,~true, correct and complete. Declaration of
preparer other than the personal representative is based on all information of whiCh '~
/
SIGNATUJ~E OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE
~IG'eNATURE OF PER~ON RESPON-SIBL~ ~)R--F~ --A~DRES~
~IGNATURE OF PREPA~fi~R~HAfi R~E~NfATIVE A~bD~SS
Thomas J. Ahrens 5521 Carlisle Pike DATE
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 ~ ' for the use of the
surviving spouse is 3% [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surv lng spouse is 0%
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requiren ,ents for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or fo~
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 for the use of the decedenrs lineal beneficiaries is 4.5%, except as no
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 adoplion.l
DATE
7-/
the use of a natural
:ed in 72 P.S. §9116
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Worting, Esther June
SCHEDULE E
CASH, BANK DEPOSITS,& MISC.
PERSONALPROPERTY
FILE NUM!
21-
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-or
survivorsh,p must be disclosed on schedule F.
tER
4 - 0574
rned with the right of
ITEM
NUMBER
DESCRIPTION
Wachovia CAP Account # 9620345777
Wachovia Investment Account # 87770112
Jewelry, crystal & misc. personal belongings
TOTAL (Also enter on Line 5, Recapitulation)
VALUE AT DATE OF
DEATH
2,206.68
30,016.77
750.00
32,973.45
COMMONVVEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Worting, Esther June
FILE NUM'ER
21 'i 04 - 0574
ITEM
NUMBER
This schedule must be completed and filed if the answer to a~ny of questions 1 throu
DESCRIPTION OF PROPERTY
Include the name of the transferee, their relationship to decedent and the date of transfer. DATE OF DEATH
Attach a copy of the deed for real estate. VALUE OF ASSE'
Annuity at Wachovia Securities, beneficiary is 3
grandchildren, equally
IRA at Wachovia Securities, beneficiary is spouse, Howard
A. Worting, Jr.
6,773.02
17,991.71
% OF
DECD'$
INTEREST
100%
100%
TOTAL (Also enter on line 7, Recapitulatior
TAXABLE VALUE
6,773.02
17,991.71
24,764.73
COMMONWEN.~-I OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Worting, Esther June
FILE NUMBER
21 -~)4 - 0574
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
Bo
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
Year(s) Commission paid
Attorney's Fees Ahrcns Law Offices, P.C.
Family Exemption: (If decedenrs address is not the same as claimant's, attach explanation)
Claimant Howard A Wotring, Jr.
Street Address 206 Linda Drive
City Mechanicsburg
Relationship of Claimant to Decedent
Probate Fees Register of Wills
State PA Zip 17055
Spouse
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
PA Inheritance Tax filing fee
AMOUNT
1,500.00
3,000.00
137.00
15.00
TOTAL (Also enter on line 9, Recapitulation)
4,652.00
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Worting, Esther June
FILE NUM*ER
21 -!04 - 0574
NUMBER
II.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Howard A. Worting, Jr.
206 Linda Drive, Mechanicsburg, PA 17055
Suzanne Ellen Sprandel
1182 Wintertide Drive, Harrisburg, PA
Christina M. Sprandel
1182 Wintertide Drive, Harrisburg, PA
Rebecca S. Sprandel
1182 Wintertide Drive, Harrisburg, PA
Nicholas P. Worting
10 Pleasant Acres Drive, Fairmont, MD
RELATIONSHIP TO
DECEDENT
Dn N~t UIt
Spouse
Daughter
Granddaughter
Granddaughter
Grandson
/
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover s~eet
NON-TAXABLE DI,~ ~IBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - EN'~ ~-~ TOTAL NON-TAXABLE DISTRIBUTIONS
ON
LINE
13
OF
REV-1500
COVER
SHEE
T
AMOUNTORSHARE
OF ESTATE
Residue & remainder of
Estate + IRA
750.00
2,257.67
2,257.67
2,257.68
First 4101/2004 thru 4130/2004
ACCOUNT STATEMENT
000409 2 3DG 2 ***AUTO**3-DIGIT 170
I,,,lll,.lll,.,I,I,,I,h,,ll,.,ll,,I,II,,hlh.,.Ih,,,I,II
ESTHER J NOTRING
206 LINDA :DR
MECHANICSBURG PA 17055-3128
For Investment guidance or service
Call your Financial Advisor,
MARK STRUBE, at (888) 243-1422
CAP Account number:
Investment Account number:
9620345777
87770112
I PA R P
For Client Services call (888) 213.1353
Or write to: CAP Dgpartment
One W~chovia Center
Charlotte NC 28288-1164
Account Overview
Asset & Earnings Summary
Type of Asset
FDIC Insured
Evergreen Treasury
Investment Portfolio: Cash
Money Market Mutual Funds
Stocks and Options
Bonds
Mutual Funds
,~ Previous Market
market value value 4130
2,256.34 2,206.68
0.00 0.00
Percent learnings
of assets ~is month
3.9% / 0.34
31,154.55 30,016.77 52.7%
2.109 1
9620345777
Investment Portfolio Subtotal 31,154.55 30,016.77
"7 Annuities (last reported value) 6,750.66 ' 6,773.02 '
.( Retirement J~ ~ ~-'h ,---- 18,650.44 17,991.71
/ Total $ 58,811.99 $ 56,988.18
' Contract Value. Surrender charges for early wflhdrawal may reduce cash value.
11.8%
31.6%
100.0%
I Not Insured by FDIC or Any I May Lose Value
Federal Government Agency
I
Not a Deposit of or Guaranteed I
by the BanL- or Any B_anlt Affiliate
I
Earnings
this year
1.63
0.06
3.75 41.26
3.75 41.26
Brok, era~,, ~,~,r~.ices _al_e off. ere~. through Wachovia Securities, LLC, a registered broker-dealer, member of the NASD, and separate
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000409 1221g0434003 NYYN NNNNNNNN 000001
page 1 of 6
Ahrens Law Offices, P.C.
Carlisle Pike ~,W ~-
-t~chanicsburg, PA lift50 ~.:
2002
20CLC...
1701%- Sg67
REGISTER OF WILLS OF CUMBERLAND COUNTY
COMMONWEALTH OF PENNSYLVANIA
IN RE: ESTATE OF Esther J. Wotring
* NO. 2004-0574
Name of Decedent:
Date of Death:
Will No.: 2004-0574
STATUS REPORT UNDER RUI,E 6.12
Esther J. Wotring
April 30, 2004
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:
I. State whether administration of the estate is complete: Yes X No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
o
If the answer to No. 1 is Yes, state the following:
a.
bo
Did the personal representative file a final account wi~ the Cou~
Yes No X c~ m
The separate Orphans' Court No. (if any) for the personal represe~0tative,s
account is: v,~ i~; . .~
Did the personal representative state an account infomally to the pa~ies in
interest? Yes X No
Date:
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be attached
to this report.
Signature
Thomas J. Ahrens, J.D.
Name (Please type or print)
5521 Carlisle Pike
Mechanicsburg, PA 17050
Address
{717)69%1800
Telephone No.
Capacity:
X
Personal Representative
Counsel for Personal
Representative
BUREAU OF INDTVTDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSEHENT, ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1647 EX AFP
'04 SEP 15 ,~8:25
THOHAS J AHRENS
5521 CARLISLE P~K~:
MECHANTCSaURG ~PA: 17050
DATE 09-1q-ZOOq
ESTATE OF WOTRING
DATE OF DEATH 0q-$0-200~
FILE NUMBER 21 0~-057~
COUNTY CUMBERLAND
ACN 101
I Amount Remitted
ESTHER J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO.'
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 1701:5
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-15q? EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WOTRING ESTHER J FILE NO. 21 Ofi-O57q ACN 101 DATE 09-1q-ZOOfi
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. S~ocks and Bonds {Schedule B)
$. Closely Held Stock/Partnership Interest (Schedule C) ($)
q. Mortgages/Notes Receivable (Schedule D) (q)
$. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expansos/Adm. Costs/H/sc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
15.
lq.
Charitable/governmental Bequos*s; Non-elected 9115 Trusts (Schedule J)
Nat Value of Estate Subjac~ to Tax
:52 ~97:5.q5
.00
.00 NOTE: To insure proper
.00 credit to your account,
.00 subeit ~he upper portion
.00 of this form with your
~ax payment.
Zq~76q.7:5
(B)
q,652.00
.O0
NOTE:
57,7:58.18
(11) (~ .&;2. oo
(12) 5:5,086.18
(ts) . O0
(1~) 55,086.18
If an assessment was issued previously, 1/nes lq, 15 and/or 16, 17,
reflect flgures that lnclude the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line lq at Spousal rata
16. Amount of Line lq taxable at Lineal/Class A ra~a
17. Amount of Line lq at Sibling rata
18. Amount of Line lq taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECE/PT DISCOUNT
DATE NUMBER INTEREST/PEN PA/D (-
07- 08-200~ CDOO~lqO 16 . 9:5
18 and 19 will
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULAT/ON OF ADDITIONAL INTEREST.
(15) q5,56:5.16 x O0 = .00
(16) 7,52:5.02 x Oq5 = $58.5q
(17) . O0 x 12 = . O0
(18) .00 x 15 = .00
(19)= 338.5q
AMOUNT PAID
:521.61
TOTAL TAX CREDIT $$8.5q
BALANCE OF TAX DUEI .00
INTEREST AND PEN. .00
TOTAL DUE .00
TOTAL DUE ZS LESS THAN $1, NO PAYMENT IS REQUIRED.
TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~ L~ '
RESERVATION:
Estates of decedents dying on or before December 12, 19DZ -- if any future interest in the estate is transferred
in possession or enjoyment to Class D (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Comaoneealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the 1aclu1 Class D (collateral) rate on any such futura interest.
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act 23 af ZOO0. (72 P.S.
Section 91q0).
Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side.
--Make check or money order payable to: REGISTER OF NZLLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, amy be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ere available at the Office
of the Register of Nills, any of the 23 Revenue District Dfficas, or by calling the special Zq-hour
answering service for fores ordering: 1-B00-362-Z050; services for taxpayers with special hearing and / or
speaking needs: 1-800-q47-30ZO (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax [including discount or interest) as shown 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. gDlOZ1, Harrisburg, PA 171ZD-1Ogl, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appea! to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in ariting to: PA Department of Revenue,
Bureau of Individua! Taxes, ATTN: Post Assessment Review Unit, Dept. lBO601, Harrisburg, PA 17IZB-0601
Phone (717) 787-6SOS. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decadent's death, a five percent (S2) discount of
the tax paid is allowed.
The 152 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 16, 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 tiaa period 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. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate ehich ail1 vary from calendar year to calendar year with that rata
announced by the PA Department of Revenue. The applicable interest rates for 198Z through Z004 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~ 20Z .000548 T~-1991 11z .000301 2001 9Z .000247
1983 162 .000q38 1992 92 .0002q7 Z002 62 .00016~
1984 112 .000301 1993-1994 72 .000192 Z003 52 .000137
1985 132 .000356 1995-1998 92 .0002q7 ZOOq 4X .OOOllO
1986 IOZ .000Z74 1999 72 .000192
1987 102 .000274 ZOO0 72 .000192
--Interest is calculatmd as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELZNilUENT 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 payment is made after the interest computation data shown on the
Notice, additional interest must be calculatmd.