HomeMy WebLinkAbout04-0596REV-I$00 EX (6.00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
~HARRISBURG, PA 17128-0601
REV-1 500
INHERITANCE
TAX
RETURN
RESIDENT DECEDENT i
DECEDENTS NAME (LAST, FIRST, AND MIDDLE N TIAL) SOCIAL SECURITY NUMBER
~ 174- 18 - 2991'
Z Houp, Warren E.
UJ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
LU 03/03/04 09/17/1917 REGISTER OF WILLS
0
LU (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
O Houp, Helen B.
uJ
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I--
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~']1. Original Return
[--]4. Limited Estate
[~6. Decedent Died Testate (A~ch copy of Wi,)
[~9. Litigation Proceeds Received
NAME
Jerry A. Weigle, Esquire
FIRM NAME Of Applicable)
Weigle & Associates, P.C.
'ELEPHONE NUMBER
~]2. Supplemental Return ~] 3. Remainder Return (date of death pdor to 12-13-82)
4a. Future interest Compromise (date of death a~ter 12-12-82) r~ 5. Federal Estate Tax Return Required
r--~ 7. Decedent Maintained a Living Trust (Attach copy of Trust} -- 8. Total Number of Safe Deposit Boxes
10. Spousal Poverty Credit (date of death bet'.veen 12-3!-9! and 1-1-§5) [] 11. Election to tax under Sec. 9113(A) (A~ach Sch O)
COMPLETE MAILING ADDRESS
717-532-7388
126 East King Street
Shippensburg, PA 17257
IAI
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3, Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
E~ Separata Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens {Schedule I) (I0)
11. Total Deductions (total Lines 9 & I0)
12. Net Value of Estate (Line 8 minus Line 11)
4,533.40
(8)
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)
(11)
(12)
(13)
(14)
OFFICIAL USE ONLY
4,533.40
(4,533.40)
UOUE - [USOnWUZ
X
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2) x .0 __ (15)
16. Amount of Line 14 taxable at lineal rate x .0 __ {16)
17. Amount of Line 14 taxable at ~ibling rate x .I2 (17)
18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19)
Decedent's Complete Address:
'I
STREE~ADDRESS
50 Foreman Mill Road
C~Y
STATE
ZiP
Shippensburg PA 17257
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
Total Credits ( A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .......................................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ............................................ [] []
o. retain a reversionary interest; or .......................................................................................................................... [] []
d. receive the promise for life of either payments, benefits or care? ...................................................................... [] []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. [] []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to 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 information of which preparer has any knowledge.
SIGNATURE~F PERSON RESPONSIBLE FOR FILING RETURN . DATE
ADBRESS
470~ Carol
-- Of
&Associates,
WA 98908
DAlE~ 2Z~
Jerry A. Weigle, Esquire __"
126 East King Street, Shippensburg, PA 17257
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%
[72 P.S. {}9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. {}9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one 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 for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 RS. {}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 decedent's siblings is 12% [72 RS. {}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¥-1508 EX+
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Please Print or Type
ESTATE OF
Warren E. Houp
FILE NUMBER
(All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F}
iTEM
NUMBER
DESCRIPTION
ALL ASSETS JOINTLY OWNED WITH SPOUSE
TOTAL (Also enter on line 5, Recapitulation) , S
VALUE AT
DATE OF DEATH
(Attach additional 8¥2" x 11" sheets if more space is needed.)
REV-1511 EX+ (7-881
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT Please Print or Type
ESTATE OF FILE NUMBER
Warren E. Houp
ITEM
NUMBER DESCRIPTION AMOUNT
ko
Bo
C.
1.
2.
3.
4.
5.
6.
7.
8.
Funeral Expenses:
Fogelsanger-Bricker Funeral Home
Administrative Costs:
Personal Representative Commissions
Social Security Number of Personal Representative:
Year Commissions paid
Attorney Fees Weigle & Associates, P.C.
Family Exemption
Claimant Relationship
Address of Claimant at decedent's death
Street Address
City .State __ Zip Code
Probate Fees
Miscellaneous Expenses:
Register of Wills, Cumberland County - filing ~nsolvent PA
Inheritance Tax Return
4,373.40
150.00
10.00
TOTAL (Also enter on line 9, Recapitulation) S 4,533.40
(If more space is needed, insert additional sheets of same size.)
REV-1513 EX+ (2-87) .,~
COMMONWEALTH OF PI~NNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
Warren E. Houp
ITEM AMOUNT OR
NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP SHARE OF ESTATE
A. Taxable Bequests:
1. Not relevant as estate is insolvent.
ITEM AMOUNT OR
NUMBER NAME AND ADDRESS OF BENEFICIARY SHARE OF ESTATE
B. Charitable and Governmental Bequests:
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) S
(If more space is needed, insert additional sheets of same size)
BUREAU OF TNDTVTDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRTSBURG, PA 17128-0601
COMHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLO#ANCE OR DXSALLO#ANCE
OF DEDUCTXONS AND ASSESSHENT OF TAX
JERRY A WEIGLE ESQ
WEIGLE & ASSOCS
126, E KIN~ST ,:?~
SHiP.~NSBU~ ~A 17257
CUT ALONGT~ZS LZNE :~ ~
DATE 08-16-200q
ESTATE OF HOUP
DATE OF DEATH 03-03-200~
FILE NUHBER 21 0~-0596
COUNTY CUMBERLAND
ACN 101
I Amoun~ Remi~ed
REV-16~I7 EX &FP COl-OS)
WARREN E
HAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
RETAIN LOWER PORTION FOR YOUR RECORDS ~
TZCE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
*'-~]~Z~SALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOUP WARREN E FILE NO. 21 0~-0596 ACH 101 DATE 08-16-200~
TAX RETURN WAS: (X) ACCEPTED AS F/LED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERS~
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es~a~a (Schadulo A) (1)
2. S~ocks end Bonds (Schedule B) (2)
3. Closely HaZd S~ock/Par~nership Zn~eres~ (Schedule C) (3)
~. Hot,gages/No,es Receivable (Schedule D)
5. Cash/Bank Daposi~s/Hisc. Personal Propar~y (Schedule E) (5)
6. Jointly Owned Propar~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To~el Asso~s
APPROVED DEDUCTIONS AND EXEHPTZONS:
9. Funeral Expenses/Adm. Cos~s/Hisc. Expanses (Schedule H) (9)
10. Dob~s/Nor~gago Liabili~ios/Lions (Schedule Z) (10)
11. To,al Deductions
12. Ne* Value of Tax Re~urn
15.
1~.
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J)
Ne~ Value of Es~a~a Subjec~ ~o Tax
O0 NOTE: To insure proper
O0 credi~ ~o your account,
O0 submi~ ~ho upper portion
of ~his fore wi~h your
~ax payment.
O0
O0
O0
O0
(8)
~,533.~0
.O0
NOTE:
.0O
(11) l .;~3.4D
(la) ~,533.~0-
(15) . O0
(1~) ~, 533. ~0-
zf an assess;ant Nas issued previously, 1/nos 1~, 15 and/or 16, 17, 18 and 19 Nill
reflect flgures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amoun~ of L/ne lQ a{ Spousal ra{e (15)
16. Amoun{ of Line lq {axable a{ Lineal/Class A ra~a (16)
17. Aeoun{ of Line lq a{ Sibling ra{e (17)
18. A.oun{ of Line 1~ {axabla a~ Colla{aral/Class B ra~e (18)
· O0 x O0 = . O0
· 00 x 0~5= .00
· 00 x 12 = .00
· O§ x 15 = . O0
(19)= . O0
AHOUNT PAID
DISCOUNT
INTEREST/PEN PAID (-)
19. Principal Tax Duo
TAX CREDITS:
PAYHeNT RECFTPT
DATE NUHBER
ZF PAID AFTER DATE ZNDZCATED~ SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUEJ
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
( TF TOTAL DUE ZS LESS THAN $1~ NO PAYHENT ZS RE~UZRED.
TF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR)~ YOU HAY BE DUE
A REFUND. SEE REVERSE STDE OF THTS FDRH FOR TNSTRUCTTONS.)
RESERVATION:
Estates of decedents dying on or before December 1Z, 198Z -- if any futura interest in fha estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decadent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance Taxes
at the laaful Class B (collateral) rate on any such futura interest.
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR}:
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill fha requirements of Section Zl~O of tha Inheritance and Estate Tax Act, Act Z$ of lDO0. (72 P.S.
Section 91qO).
Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF HILLS, AGENT
A rafund of a tax cradit, which wes not requested on tha Tax Return, may be requested by completing an 'Application
for RaFund of Pannsylvania Inheritance and Estate Tax" (REV-1515}. Applications ara availebla at the Offica
of the Ragistar of Hills, any of the 25 Revenue District Offices, or by calling tha special lq-hour
anseering servica for Fores ordering: 1-800-562-Z050; services For taxpayers with special hearing and / or
spaaking needs: 1-BOO-qqT-3OZO (TT only}.
Any party in interest not satisfied with tha 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. ZBIOZ1, Harrisburg, PA 17128-1021, OR
--election to have the aattar detareinad at audit of the account of the parsonal rapresentativa, OR
--appeal to tha Orphans' Court.
Factual errors discoverad on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Texas, ATTN: Post Assessment Reviaw Unit, Dept. 280601, Harrisburg, PA 171Z8-0601
Phone (717} 787-6505. Sea page S of the booklat "Instructions for Inharitanca Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (5) calendar months after tha decadent's death, a five percent (SI) discount of
the tax paid is allowed.
Tha 15Z tax amnesty non-participation penalty is computed on the total of tha tax and intarast assessed, and not
paid before January 16, 1996, tha first day altar the and of the tax amnesty period. This non-participation
panalty is appealabla in the same manner and in the the same time period as you would appeal fha tax and intarast
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nina (9) months and Dna (1} day from the date of
death, to the date of payment. Taxes which became dalinquant bafora January 1, 198Z bear intarast at the rate of
six (6X} percent per annum calculated at a daily rate of .00016q. All taxes which became dalinquent on and after
January 1, 1982 ail1 bear interest at a rate which will vary from calendar year to calendar year eith that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOq ara:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~ 2OZ .0005q8 ~'8-1991 11Z .000501 ~ 92 .0002q7
1985 Z6Z .O00q~B 1992 9Z .O00Z~7 ZOOZ 6Z .00016q
198~ 11Z .000301 199~-199q 72 .00019Z 2003 5Z .0001~7
1985 13Z .000356 1995-1998 92 .0002q7 200q qZ .O00110
1986 IOZ .O00ZTq 1999 7Z .00019Z
1987 lox .O0027~ ZOO0 7Z .00019Z
--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 becomes dalJnquant will reflect an interest calculation to fifteen (153 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.
WEIGLE & ASSOCIATES, P.C.
Attorneys-at-Law
126 EAST KING STREET
SHlPPENSBURG, PENNSYLVANIA 17257-1397
JERRY A. WEIGLE
Associa tes
JOSEPH P. RUANE
RICHARD L. WEBBER, JR.
Of Counsel
THOMAS L. BRIGHT
TELEPHONE (717) 532-7388 or (717) 776-4295
FAX (717) 532-5289
weil!leassociates(ii2earthlink.net
Register of Wills, Cumberland County
Attention: Glenda Farner Strasbaugh
Courthouse
Carlisle, PA 17013
July 12,2007
Dear Mrs. Strasbaugh:
In Re: Estate of Warren E. Houp
File No. 21-04-0596
Enclosed herewith are, I believe, all the documents required to grant letters of
administration c.t.a. in the estate of Warren E. Houp who passed away on March 3,2004.
An Insolvent PA Inheritance Tax Return was filed for Mr. Houp's estate and approval was
granted by the Department of Revenue on August 16, 2004. At that time, file number 21-
04-0596 was assigned to the estate. A probate asset has recently been discovered, and it is
now necessary to probate the will. While Mr. Houp died a resident of Pennsylvania, his
daughter (and executrix of his estate) is a resident of Washington state. Enclosed herewith
please find the following documents:
Petition for Probate
Original Last Will and Testament
Certified Death Certificate
Estate Information Sheet
Please issue a commission to authorize Gloria A. Hilsinger to take her personal
representative's oath in Washington, and then forward the documents to the following
address:
Kim M. Eaton, Clerk of Court
Yakima County
128 North Second Street
Room 323
Yakima, W A 98908
The individual who will be taking the oath in Yakima County, W A, will be Kim M. Eaton,
whose title is "Clerk of Court."
Thank you for all your help in this matter.
Very truly yours,
JA W:lk
Enclosures
WEIGLE & ASSOCIATES, P.C.
n, a Iu"j
'JIr; ~eigfe ~!V
o
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Warren E. Houp
also known as
No.
To:
21-04-0596
Register of Wills for the
, Deceased. County of in the
. Social Security No. 174-18,...2991 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut rix
in the last will of the above decedent, dated June 30
and codicil(s) dated none
Helen G. Houp, spouse, named in Will as Executrix. passed away on
November 13, 2005
named
, 19~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h is last family or principal residence at 50 Foreman Mill Road, Shippensburg.
South Newton Township
(list street, number and muncipality)
Decendent, then 86 years of age, died March 3. 2004 , a
at 50 Foreman Mill Road. Shippensburg, 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 adjudicated
incompetent: none h
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:
10,000.00.,.-"
$
$
$
$
(~
c.~O
, 3:J
1 _..,-,
"'0
~''':_:I-
-'(",-r1
---tJ
t.:.....J
c:.:.::J
....J
'.~-'1
\:. ~:
,
1')
N
WHEREFORE, petitioner(s) respectfully
presented herewith and the grant of letters
.. )::-::I-::i
request(s) the probate of the last wilt, and co{Gcil(s}
of administration c.t.a. _~
(testamentary; administration c.t.a.; adnllffistration d.b~.t.a.)
-:J
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4702 Carol Avenue
Yakima, WA 98908
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OF J
The petitio~(s) 'abo~99.~ed.:,s.wear(s) or affirm(s~ that the .s~atements in the foregoing petition are
true and COrrect to the besto.~t...~. knowledge and belief of petItlOner(s) and that as personal represen-
tative(s) Of:7~~O~~:~.i:e~~nt'~titioner(s) will well ~2d truly_administer the :t~e .according to law.
Sworn to.v):>r '"::~ffirme'd and.. subscribed { /~~ (). _.
before me t 's. .,-' da of Glorla A. Hllsln er ~
~ ~
::::
i\i
~
No.
21-04-0596
Estate of
Warren E. Houp
, Deceased
DECREE. OF PROBATE AND GRANT OF LETTERS
AND NOW l:J(91)uy\ Or f \ ~.Q2, 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 June 30, 1999
described therein be admitted to probate and filed of record as the last will of
Warren E. Roup
and Letters of Administration c.t.a.
are hereby granted to Gloria A. Hilsinger
FEES 00
Probate, Letters, Etc. ......... $ -4-"t).
Short Certificates(/ ) . . . . . . . . " $ too
:Jc"Pi~~l16Y' :-a
TOTAL_$~
Filed .Com.ml~~'(Ofu~~~DD
$ qq. 00
.J)JJldQ~ {'J(jfr111J1j~.
. Re.gister of jills .r'D .
~~~. Q {AP ~{ .
Weigle, ~s uire #01624
A TTORNEY (Sup. Cl. 1.0. No.)
WEIGLE & ASSOCIATES, P.C.
126 East King Street
ADDRESS
Shippensburg, PA 17257
717-532-7388
PHONE
-
LAST WILL AND TESTAMENT
I, WARREN E. HOUP, of 50 Foreman Mill Road, Shippensburg, South Newton
Township, Cumberland County, Pennsylvania, being of sound mind, memory and disposition,
do hereby make, publish and declare this my Last Will and Testament, hereby revoking and
making void all wills by me at any time heretofore made.
FIRST.
I order and direct the payment of all my legally enforceable debts and
funeral expenses as soon as may be convenient after my decease.
SECOND.
I give, devise and bequeath all my estate, real, personal and mixed,
whatsoever and wheresoever situate, to my beloved wife, HELEN G. HOUP.
THIRD.
In the event my said wife, HELEN G. HOUP, should predecease me or
is not living on the sixtieth (60th) day following my death, I then give, devise and bequeath my
said estate to my daughter, GLORIA ANN HILSINGER, of 7402 Carol Avenue, Yakima,
Washington 98908.
FOURTH.
I nominate, constitute and appoint my wife, HELEN G. HOUP, to be
the Executrix of this my Last Will and Testament; if she be unable to fulfill the duties of
Executrix, I then nominate, constitute and appoint my daughter, GLORIA ANN HILSINGER,
to be the Executrix of this my Last Will and Testament.
FIFTH.
I direct that my personal representatives shall not be required to give
bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I, WARREN E. HOUP, have hereunto set my hand and
sealto this my Last Will and Testament this j 0 day of . J ~ , 1999.
!jJa;~ 8. ~
(SEAL)
MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET _ SHIPPENSBURG, PA 17257-1397
This instrument was by the Testator, on the date hereof, signed, published and declared
by him to be his Last Will and Testament, in our presence, who at his request and in the
presence of each other, we believing him to be of sound and disposing mind and memory,
have hereunto subscribed our names as witnesses.
c~_"-_ ~ ~~
Lfl/y;~(L rf2~
COMMONWEAL TH OF PENNSYL VANIA
. COUNTY OF CUMBERLAND
SS.
I, WARREN E. HOUP, the person whose name is signed to the foregoing instrument,
having been duly qualified according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my
free and voluntary act for the purposes therein expressed.
Wa~;;, 1:-17
Sworn or affirmed to and acknowledged
before me by WARRjj~ E. ~OUP, the Testator, _
this '~fI!fdayof ~ ,1999.
,~ '
~,
NOTARIAL SEAL
Jerry A Weigle, Notary PubflC
Shij)Jlensburg, PA Cumberland ColI1ty
M mmission Ex ires October 07 2
MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET _ SHIPPENSBURG, PA 17257-1397
~
COMMONWEAL TH OF PENNSYL VANIA
SS.
CO~~=:~d l0 :J
the witnesses whose names are signed to the foregoing instrument, being d qualified
according to law, do depose and say that we were present and saw WARREN E. HOUP, the
Testator, sign and execute the instrument as his Last Will; that he signed willingly and that he
executed it as his free and voluntary act for the purposes therein expressed; that each of us in
the hearing and sight of the Testator, signed the will as witnesses; and that to the best of our
knowledge the Testator was at the time eighteen (18) or more years of age and of sound mind
and under no constraint or undue influence.
,1999.
NOTARIAL SEAL
Jerry A. Weigle, Notary Pub!"
Shippensburg, PA Cumberland County
ommission Ex ires October 07 2002
MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET _ SHIPPENSBURG, PA 17257-1397
MIU'.~U' K..EV 9/86
J I1IS 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.
No.
Fee for this certificate, $2.00
p
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Date
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COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECOROS
CERTIFICATE OF DEATH
TYPEIPAINT
IN
PERIIANENT
IIt.ACK INK
NAME OF DECEDENT (f"SI. Midde, L..)
.. Warren E. Houp
AGE (Las! 8tf1hdey) UNDER 1 YEAR
- Doyo
sex
STATE FILE NUMBER
SOCIAL SECURITY NUMBER
DATE OF OEJrrH,Monltl.Oa.,. '.,
MrrHPLACE (C..,.~
StMiorFcr..."CouncrVl
.. Male .. 174 -18 -2991
PlACE OF oeRH4CI><<:k Cll"Iy/lt'e -- ... .nslruChOf1$ on 0Itlet SlOt)
HOSPIlAL
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.. March 3 2004
. 86
COUNTY OF OERH
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DECEDENT'S USUAl OCCUPlQ'JON
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MARfTAL STRUS - Mwried
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RACE .AmeftcanInclMl.86Ick, WhIte. etc.
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to. White
SUlMVING SPOuse
III..... gMllTlMMn rwnet
Brannan
50 Foreman Mill Road
'1. Shippensburg, PA 17257
FR'NER'S NMllE (fWit. MIOdle. L_I
II. Jesse F. Houp
-'SNAMEn_
Helen B. Houp
METHOD OF DISPOSITION
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MOTHER'S NAME (fltll. Malt. MMSlnSurnerne)
'1. Lorena Belle Burnham
..FOAMANrs_ADOAESS__.......z-..~
4702 Carol Avenue Yakima, WA 98908
I'L\CEOF 1lOSPOSITIOH-_..~ c...-v LOCArIOH. ~ _.ZIp<:.-
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.... Memorial Gardens .... W. Pennsboro . I
NAME ANOADIlAESSOF FACIUTY
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UCENSE NUMBER
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.III.DICAl. EXAIIINERICORONER
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REGISTRAR'S SJGNAfURE AND NUMBER
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CERTIFIER IChecM onIf one) I.'
-CERTIFYING PHYSICIAN (Phf8lC*l cenIyIng cane 01 dHlh ~ anoIher pftysc.." Ills plonotreed deaIh ana completed hem 23)
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Register of Wills of Cunlberland County
State of Pennsylvania
SS:
County of Cumberland
BE IT REMEMBERED, that I, Glenda Farner Strasbaugh, Register of Wills of
Cumberland County, Pennsylvania, do hereby commission you, Kim M. Eaton, Clerk of
Court, or one of your deputies, to administer the Oath of Personal Representative in the
Estate of Warren E. Houp, late of South Newton Township, Cumberland County,
Pennsylvania pursuant to Section 3154 of the Probate Estates and Fiduciaries Code, 20
Pa.C.S.A.3154.
IN TESTIMONY WHEREOF, I have here unto set my hand and affixed my seal
the 17th day of July, 2007.
/d-
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~~nM ~f:,(f" " ~
/ Glenda Farner Strasbaugh "
Register of Wills
Cumberland County
One Courthouse Square
Carlisle, PA 17013
Marjorie A. Wevodau
First Deputy
Glenda Farner Strasbaugh
Register of Wills &
Clerk of the Orphans' Court
Kirk S. Sohonage, Esquire
Solicitor
Wanda S. Zeigler
Second Deputy
OFFICES OF
(717) 240-6345
FAX (717) 240-7797
1-888-697-0371 x 6345
l\egister of Wills anb <!Clerk of tbe <!&rpbans' <!Court
QCountp of QCumberIl1nb
July 17,2007
Attn: Kim M. Eaton - Clerk of Court
Yakima County
128 North Second Street
Room 323
Yakima, W A 98908
IN RE: Estate of Warren E. Houp, deceased
Estate No. 21-04-0596
Your Honor:
Enclosed please find a Commission to Take Oath, Petition for Probate p.nd Grant
of Letters and Oath of Personal Representative.
If you would please advise Gloria A. Hilsinger, when she may appear before the
Probate Court to execute the oath, it would be appreciated. Gloria Hilsinger's telephone
number is 509-965-3451.
Enclosed you will find an envelope for the retum of the Petition and Oath. If you
have any questions or concems, please feel free to call.
Respectfully,
hr~ -X4'.u/~ia~'-
Glenda Famer Strasbaugh
Register of Wills and Clerk of the Orphans' / urt
Enclosures
CERTIFICATION OF NOTICE UNDER Pa. O.C. Rule 5.6(a)
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
Name of Decedent:
Warren E. Houp
Date of Death:
File Number: 21-04-0596
03/03/2004
Date Letters Granted:
11/01/2007
To the Register:
I certify that Notice of Estate Administration required by Pa. O.C. Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
11/08/2007
Name
Helen G. Houp Estate
Address
c/o Gloria Ann Hilsinger, Yakima, WA 98908
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Notice has now been given to all persons entitled thereto under Pa. O.C. Rule 5.6(a) except:
None
Date
11/08/2007
Jerry A. Weigle Esquire
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126 East King Street
Name of Person Filing this Form
Address
Shippensburg, PA 17257
City, State, Zip
717/532-7388
Form RW-08 Rev, 10-13-2006
Telephone
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REV-1- EX (06-05)
PA Department of Revenue
Bureau of Indlvldual Taxes ~.
PO BOX.280601 ~
HarrisbUrg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONL V
Coldy Code v_
INHERITANCE TAX RETURN
RESIDENT DECEDENT 2 1 0 4
FIle Number
0596
Date of Birth
174182991
03032004
09191917
HOUP
WARREN
MI
E
Decedenfs Last Name
Suffix
Decedenfs First Name
(If ApplIcable) Enter Surviving Spo..... Infonnatlon Below
Spouse's Last Name
Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
o 1. 0rlgin8I Retum
o 4. Umlted Estate
8. DeclIdenI DIed T.....
(AIt1Il:h Copy a/ M)
9. LItIgatIon ProceecIa ReceIYed
O 48. Fulln I..... ComprllmIU
(dlIte a/ cIelIlh IIft8r 12-12-82)
o
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3. Remainder Return (date of death
prior to 12-13-82)
5. Federa'-Estate Tax Retum Requlnld
[!l 2. Supplemental Retum
[!]
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7 0eclICMnl MIIInlIINd . LIvInG TIUIt
. (Attach Copy a/ TIUIt)
8. Total Number of Safe Deposit Boxes
10. == =f::~~ldelllh
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11. EIecIIon to tax under See. 9113(A)
(Attach Sell. 0)
Second line of add.....
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REGISTER~LLS UsJE9NLV;-:r
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~. THIS C110N _TBE COIIPLETED. ALL CORRESPONDENCE
JERRY A. WEIGLE ESQUIRE
CONFIDENTIAL TAX INF noN SHOULD BE DIRE
Daytime Telephone Number
7175327388
Finn Name (If Applicable)
WEIGLE & ASSOCIATES. P.C.
First line of add.....
126 EAST KING STREET
City or Post 0I'IIc:e
SHIPPENSBURG
state
PA
ZIP Code
17257
Correspondent'. e-mail address:
Under ~ of p;erjury. I decIenI that I have ell8Il1Ined this return, IncIudInll accom~ ICheduIeI and ttaternenIB. and to the belt of my ~ and bel .
it Is lruit. correct IriS CixrijIIete. DeclaratIon of pnlIllII'8I' other than the pel'lIOn8l repeeel d8tIve Is baled on all information of which preparer hai tIFf knOiIedge.
PERSON F FILING N DATE
" Gloria Ann HIlsinger //-/9' - ()
Jerry A. Weigle esquire
Side 1
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1505bOlf111f7
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1505b042J.46
REV-1500 EX
Decedenfs Social Security Number
174182991
Decedent'aNMl8: Warren E. Houp
RECAPITULATION
1. Real Estate (Schedule A).......................................................................................... 1.
2. Stocks and Bonds (Schedule B)............................................................................... 2.
2.455.96
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3.
4. Mortgages & Notes Receivable (Schedule D).......................................................... 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)................ 5.
6. Jointly OWned Property (Schedule F) 0 Separate Billing Requested............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) 0 Separate Billing Requested............. 7.
9. Funeral Expenses & Administrative Costs (Schedule H)......................................... 9.
2.455.96
614.00
8. Total Gross AatIeIs (total Lines 1-7)....................................................................... 8.
10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I)................................ 10.
11. Total Deductions (total Lines 9 & 10).................................................. .................... 11.
12. Net Value of Estate (Line 8 minus Line 11)............................................................. 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J)................................................. 13.
614.00
1.841.96
14. Net Value Subject to Tax (Line 12 minus Line 13)................................................. 14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPUCABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, of
transfers under See. 9116
(a)(1.2) X ~ 1 . 8 4 1 . 9 6
16. Amount of Line 14 taxable
at lineal rate X .045 0 . 0 0
17. Amount of Line f4"i8X8ble
atsibllngrateX.12 0 . 00
18. Amount of Line 14 taxable
at collateral rate X .15 0 . 0 0
1.841.96
19. Tax Due................................................................................................. ....................
15. 0.00
16. 0.00
17. 0.00
18. 0.00
19. 0.00
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L
J.505b042146
15056042146
REV-1500 EX Page 3
Decedent's complete Add.....:
DECEDENT'S NAME
Warren E. Houp
STREET ADDRESS
50 Foreman Mill Road
FlleNumber 21-04-0596
STATE
ZIP
Shlppensburg
PA
17257
CllY
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CredltslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. DIscoUnt
(1)
0.0
Total Credits (A + B + C)
(2)
3. InterestJPenalty if applicable
D. Interest
E. Penalty
TotallnterestJPenalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3. enter the difference. This is the OVERPAYMENT.
Check box on p.. 2 Line 20 to request. refund
5. If Line 1 + line 3 is greater than Line 2, enter the difference. this Is the TAX DUE.
A. Enter the Interest on the tax due.
B. Enter the total of line 5 + 5A. This Is the BALANCE DUE.
(3)
(4)
(5)
(SA)
(58)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the propertytransterred;..................................................................................
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 life of either payments, benefits or care?.............................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.............................................. ............................. ........................................... 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........ 0
4. Did decedent own an Individual Retirement Account. annuity, or other non-probate property which
contains a beneficiary designation?...................................................................................................................... 0 [!]
IF THE ANSWER TO ANY OF THE ABOVE QUESnONS IS YES, VOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE R
Ves No
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[!]
RN.
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 three (3) percent [72 P.S. ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero
(0) percent [72 P.S. ~9116 (a) (1.1) (Ii)]. The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements
for disclosure of assets and filing a tax retum 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 for the use of a
natural parent, an adoptive parent. or a stepparent of the child is zero (0) percent [72 P.S. ~9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent,
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 decedent's siblings is twelve (12) percent [72 P.S. ~9116 (a) (1.3)]. A
sibling is defined under Section 9102, as an individual who has at least one parent in cornmon with the decedent, whether by blood or adoption.
Rev.1503~+ '....1
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SCHEDULE. B
STOCKS & BONDS
~THOF~V-
NEM'NlCE TAXIlET\JRN
~llECI!DENT
ESTATE OF
Houp, Warren E.
FILE NUMBER
21..04-0596
AM pnlIMfty joInt1y..-ned wlth right of MWV\vOr8IlIp must be clKIoUd on 8clMcIu1e F.
ITEM
NUMBER
CUSIP
NUMBER
DESCRIPTION
52 shares of Prudential Stock
UNIT VALUE
47.23
VALUE AT DATE
OF DEATH
2.455.
1
TOTAL (Also enter on Line 2, Recapitulation) 2.4& .96
(If more space is needed. addl1lonal pages of the same size)
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SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RET\JRN
RESIDENT DECEDENT
Houp, Warren E.
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
FILE NU_ER
21-04-0596
ESTATE OF
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
1.
ADMINISTRATIVE COSTS:
~~~~R~~'s~m_~M
B.
SocI~ Security Number(s) I EIN Number of Personal Representatlve(s):
Street Address
City
Year(s) Commission paid
State
Zip
2.
Attomey's Fees
Weigle & As8oClates, P .C.
500.
3. Family Exemption: (If decedent's address is not the same as c1aimanfs, attach expian*n)
Claimant
Street Address
City
Rela~nshlp of Claimant to Decedent
State
Zip
4.
Probate Fees
Register of Wills, Cumberland County
9900
5. Accountant's Fees
6. Tax Retum Preparer's Fees
1 .00
7.
Other Administrative Costs
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation)
61 .00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev 6-98)
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OTHER
ADMINISTRATIVE COSTS
continued
c<MIOfMI!ALTH Of' PlHWlLV_
..-TAHCETAX RE1'URH
AEIIlEHl'DI!CEDENT
Houp, Warren E.
FILE NU_ER
21-04-0196
ESTATE OF
ITEM
NUMBER
1
DESCRIPTION
Register of Willa, Cumberland County - filing PA Supplemental Inheritance Tax
Retum
AMOUNT
15.
Subtotal
1 00
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Fonn PA-1500 Schedule H-B7 (Rev. 98)
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SCHEDULE ..
. 1
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
1
Houp, Warren E.
NAME AND ADDRESS OF
PERSON(S) RECEMNG PROPERTY
TAXABLE DISTRIBUTIONS [!ncIude outright spousal
C1istributions and transfers
under Sec. 9116(a)(1.2))
Helen G. Houp Estate
c/o Gloria Ann Hilsinger
4702 Carol Avenue
Yakima, WA 98908
RELATIONSHIP TO
DECEDENT
Do Not LJat T .
FILE NUMBER
21-04-0596
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
ESTATE OF
NUMBER
I.
Spouse
100%
1,841.96
Enter dollar amounts for distributions shown above on lines 5 tit
Total 1,841.96
ropnate. on Rev 1500 cover sheet
ll. NON- TAXABlE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11_ ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-15OO COVER SHEET
Copyright (c) 2002 form software only The Lackner Group,lnc. Form PA.1500 Schedule J (R
Cumberland County - Register Of Wills
One Courthouse SquaLe
Carlisle, PA 17013
Phone: (71 7 ) 240 - 6345
Date: 2/11/2008
v-lEIGLE JERRY A
WEIGLE & ASSOCIATES PC
126 E KING STREET
SHIPPENSBURG, PA 17257
RE: Estate of HOUP WARREN E
File Number: 2004-00596
Lear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 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 18 due by:
3/03/2008
Please feel free to contact this office with any qu~stions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
Glenda Farner Strasbaugh
Clerk of the Orphans! Court
cc: File
Personal Representative(s)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/11/2008
HILSINGER GLORIA A
4702 CAROL AVENUE
YAK I fvlA, WA 98908
RE: Estate of HOUP WARREN E
File Number: 2004-00596
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
PeS per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 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 ]s due by:
3/03/2002,
Please feel free to contact this office with any questions you may
~ave. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
Name of Decedent: Warren E. Houp
Date of Death:
03/03/2004
File Number: 21-04-0596
Pursuant to Pa. O.C. Rule 6.12, 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:
00 Yes 0 No
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 final account with the Court?
DYes 00 No
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?
00 Yes 0 No
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be
filed with the Clerk of Orphans' Court and may be attached to this report.
Date
02/22/2008
(
Crr
Capacity: 0 Personal Representative
Jerry A. Weigle Esquire
Name of Person Filing this Form
126 East King Street
Oh :; I) I LZ Ql J
.../ i l .'; Cl U~..l..;
Address
Shippensburg, PA 17257
Cffy, State, Zip
717/532~7388
Form RW-10 Rev. 10-13-2006
Telephone
Copyright (c) 2006 form software only The LacKner Group, Inc.
~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
T HOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIO~S AN~ :~SESSMENT OF TAX
REV-1547 EX AFP (06-05)
DATE 02-11-2008
ESTATE OF HOUP WARREN E
DATE OF DEATH 03-03-2004
FILE NUMBER 21 04-0596
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-11-2008
( See reverse side under Objections)
Amount Remittedl ~
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-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOUP WARREN E FILE NO. 21 04-0596 ACN 101 DATE 02-11-2008
~ .', "~ r ,...:,,\ 2 2
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JERRY A WEIGLE ESQ
WEIGLE & ASSOCS
126 EKING ST
SHIPPENSBURG
Cr,,'"
I >-< ~.. , ..
Ij;, .
PA 17257
TAX RETURN WAS: ( ) ACCEPTED AS FILED
x} CHANGED
SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Real Estate (Schedule A) (I)
2. Stocks and Jonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
NO. 01
.00
2,455.96
.00
.00
.00
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
2,455.96
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
614.00
.00
CIU
CI2}
(13)
CI4}
614 DO
1,841.96
.00
2,691.44-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE:
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
CIS}
CI6}
CI7}
CI8}
.00 X
.00 X
.00 X
.00 X
00
045 =
12
15
CI9}=
.00
.00
.00
.00
.00
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ' b
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.}
REV-1470 EX (6-86)
~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
REVIEWED BY
ITEM
SCHEDULE NO.
Houp, Warren E.
Justin R. Gilmore
Applied excess debts.
INHERITANCE TAX
EXPLANA nON
OF CHANGES
EXPLANATION OF CHANGES
ROW
FILE NUMBER
ACN
2104-0596
101
Page 1