HomeMy WebLinkAbout04-0593PETITION FOR PROBATE and GRANT OF LETTERS
also known as
Deceased.
Social Security No. ~ol- i~(00 '~
To:
Register of Wi~ for th~A
County of c~._ ~x< ~o ·
Commonwealth of Pennsylvania
in the
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut named
in the last will of the above decedent, dated ~ / ~//-7a:~ ' ,19.
and codicils) dated __
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in t'~~ ~3~t{~, ,0-4xw.~ County, Pennsylvania, with
h~ last family or principal reside~'c~ at ~'0% ~5, L0.~t.'{-- ~,
(list street, number and muncipalityO
De~ ~ yea. rsofage, died. ~(.~_~.~ ,19~Y~4,
Except as follows, dec~le~t did r~ot marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
WHEREFORE, petitioner(s) respectfully reqpest(s) the l~robate of the last will and codicil(s)
presented herewith and the grant of letters *'L~.~,A ~x ~43'-~ , ~..j ' ~&,
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
OATH OF' PERSONAL REPRESENTATIVE
COMMONWEALTH QF PENNSY~LVANIA _~
COUNTY OF [~_~ ~q~e~a~d , ss
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
before me this l~' ,~ , day of[ I/L _
T..... e is
No.
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW
the reverse side h~eof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated8
described therein be admitted to, p~obate and filed of re,~ord ~ the last will of
and Letters ~LL~LA~X~- _
/)
are hereby granted to ~LL) v ~//~
, in consideration of the petition on
FEES
Probate, Letters, Etc .......... $,.~
Short Certificates(3)...' ....... $
Renunciation ................ $ ~Q,
TOTAL ~
Filed ...~.L~R .:~.q ...............
Register o'f WiIL~ t~ - ~ -
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
RENUNCIATION
In re Estate of GERTRUDE F. LINE, Deceased
To the Register of Wills of Cumberland County, Pennsylvania:
The undersigned, a dUly authorized officer on behalf of Mellon Bank, N.A., corporate
successor to The Commonwealth National Bank, named as alternate Executor under the
Decedent's Will dated August 8, 1970, hereby renounces its right to administer said Estate
and respectfully requests that Letters of Administration c.t.a, be issued to the person or
persons entitled thereto.
Witness my hand this 3'y/~ day of June, 2004.
Attest:
MELLON BANK, N.A.,
By:
Vice President
Sworn to and su~cribed
bef.or, r~me this Of/C] day of
~lvly tzomm~ssio?~exp~res:
COMMONWEALTH OF PENNSYLVANIA
~o~ s~l I
- Th0resa Oglesby, Notary Public
City of__Phil .~Fphia' Philadelphia County
My Commission Expires Apr. 7, 2007
Member, Pennsylvania Association of Notaries
Register of Wills of C~av-~QwC,~
CountY, Pennsylvania
Estate of Gertrude F. Line
also known as
RENUNCIATION
The undersigned, Cheryl L. Line Kunkel, daughter
, Deceased
of
(Relationship) (Capacity)
the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters be issued to
SamesM. Line
WITNESS by her hand this / (~ 7~/~ day of d//./~p, , 2004
RR 1 Box 24, Port Trevorton, PA 17864
(Address)
(Signature)
(Address)
(Signature)
Sworn to or affirmed and subscribed
before me this ]~ ~ day
of_.~.~Z~~, 2004
uy Co~ission E.r.s: ~ -o~ ¢-'~
(Signature a~ ~at ~ Nola~ or other ~fi~at
q~llfl~ to ad~nlster ~ths. Show date of
expiration of Nota~'s commission.)
(Address)
, N~ ~a ' J.
~ Sa~e ~l~, N~ hblic l
~P ~1 Bom, C~md ~un~ ,
My Co~ission E~ims M~. 29, 2~8J
J
NOTE: Renunciations executed outside the Office of Register of Wills
in some counties are required to be notarized.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc. Form #RW-4 (1991)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
Henry L. Stuart, a subscribing witness to the codicil/will
presented herewith, being duly qualified according to law,
deposes and says that was present and saw Gertrude L. Line, the
Testatrix, sign the same and that he signed as a witness at the
request of Testatrix in her presence.
Henry L. ~tuaZ~ - .... ~'
(Addk e s s )
Sworn to or affirmed and
su;b~ribed before me this
~ day of.~i]-~/Le_ , 2004.
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
OATH OF NON-SUBSCRIBING WITNESS
James Line, subscriber hereto, being duly qualified according
to law, deposes and says that he is familiar with the signature of
Gertrude L. Line, Testatrix of the Will presented herewith and
that he believes the signature on the Will is in the handwriting
of Gertrude L. Line to the best of his knowledge and belief.
ine
Sworn to or affirmed and
subscribed before me this
~ day of ~(~a _,A2004..~
1- (For the Regi~t~r)~
his. is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 1.0327229
No.
tIA¥ 1 4 200 .
Date
COMMONWEALTH OF PENNSYLVANIA · CEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
;
~rlisle
Cumberland
503 South West: St.
Carlisle, PA 17013
James M. Line
Gertrude F. Line ,. ,. 201- 18 --7003 I" May 13, 2004
Carlisle, PA ..E~ E~o~.~O
, ional Medical Center
~,a 8 ("'=*" Widowed ,,.
,. ~ ch,,,,,h,.,,.1 ~nd '~'~" I~1 ,~;~,'~ ~,,,~ Carlisle
· _~-"~, 1/4. d ~.-
,~, Ida Gut:shall
O{{,, ~y 15, 2~ I,,~sminster C~te~ /,,. ~rlisle, PA 17013
White
[]
0
m
i, GE~.TIUDE F. LI?I[, OF C~rlisle, Cumberland County, Pennsy!-
vaaia, being o.f sound mind, memorysnd understanding, do make,
publish and declare this as and for my last will. and testament,
' ~-:'v ~.,~._~,~ by me at any
~er~_b~ revoking and making void all former *.~
time heretofore m~de.
FIRST. I di~'ect all my just debts and funeral expenses,
including all inheritance t~xes, be fully paid and satisfied out
of my estate by my Executor hereinafter named as soon as conveniently
may be after my decease.
SECOnd'S. i give, devise and bequeath all of my estate, real
and persopal, to my husband, Ralph !I. Line, to be his absolutely.
THIRD. in '~he event that my said husband should predecease
me or we s;~_ould both die as a result of a common disaster, then
I give, devise and bequeath all of my estate, real and personal,
in equal shares, share and share alike, to my daughte~~, Cheryl L.
Line, and to my son, James M. Line, or their issue; and if either
my said daughter or son or any of their issue shall Be a minor,
then I nominate, constitute an:J appoJ, nt The Commonwealth National
Bank, of Harrisburg, Pennsylvania, to be their Guardian during
their minority.
LZSTLY, I nominate, coms~itute snc] appoint my said husband,
Ralph H. Line, Executor of ~his my last will an~ testament and
in case he should p~'edecesse me, then I nominate, constitute and
appoint The Comonweslth National E~nk successor Executor.
this
I~,[ WITNESS ~{EBEOF, I have hereunto set my hand and seal
~"2~-day of 7~ugust, A.D. 1970
s ~AL)
Signed, sealed, published and declared by the above named
Testatrix, Gertrude F. Line, as and for hez last ~ill and testament,
i~ the presence of us, t~ho, at her request and in he~ presence and
in the presence of each other, have hereunto subscribed our names
as witnesses thereto.
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Will No. 21-04-0593
To thc Register:
Gertrude F. Line
May 13, 2004
Admin. No. 2004-00593
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 t7 ,2004.
Name
James M. Line
Cheryl L. Kunkel
Address
98 Chester Street, Carlisle, PA 17013
RR 1 Box 24, Port Trevorton, PA 17864
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
none
Date:
Capacity:
Thomas E. Flower, Esquire
SAIDIS, SHUFF, FLOWER & LINDSAY
2109 Market Street
Camp Hill, PA 17011
(717) 737-3405
Personal Representative
X Counsel for Personal
Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENTOFREVENUE
BUREAU OFINDIVlDUAL TAXES
DEPT280601
HARRISBURG, PA 171280601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1 162 EX(11-961
NO. CD 004260
LINE JAMES M
98 CHESTER STREET
CARLISLE, PA 17013
ESTATE INFORMATION: SSN: 201 187003
FILE NUMBER: 2104-0593
DECEDENT NAME: LINE GERTRUDE F
DATE OF PAYMENT: 08/12/2004
POSTMARK DATE: 08/12/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 05/13/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 8675.00
TOTAL AMOUNT PAID:
8675.00
REMARKS: J M LINE
SEAL
CHECK# 103
INITIALS: VZ
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
Z
LLI
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Line, Gertrude F.
DATE OF BIRTH (MM-DD-YEAR)
12/13/22
DATE OF DEATH (MM-DD-YEAR)
05/13/04
FILE NUMBER
21 _ 04 0593
COUNTY CODE Ytl~R NUMBER
0
z
SOCIALSECURITYNUMBER
201-18-7003
THIS RETURN MUST BEFILEDIN DUPECATE WITHTBE
REGISTER OF WILLS
~]1. Odgleal Return
[~4. Limited Estate
~]6. Decedent Died Testate (A~ach ~p~ of
[~9. Utlgatlon Proceeds Received
NAME
Thomas E. Flower, Esquire
FIRM NAME
Saidis, Shuff, Flower & Lindsay
TELEPHONE NUMBER
(717) 737-3405
[~2. Supplemental Return
r-~7. Decedent Maintained a Living Trust {A~ac~ ropy of Tr~stl
COMPLETE MAILING ADDRESS
2109 Market Street
Camp Hill, PA 17011
[~5. Federal Estate Tax Return Required
__ 8. Total Number of Safe Deposit Boxes
[~11. Election to tax under Sec. 9113(A) (^~ch Sc~ o)
1. Real Estate (Schedule A) (1)
2, Stocks and Bends (Schedule B) (2)
3. Closely Held Ceqmratlen, Partnership or Sole-Propdetorchip (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Properly (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
[~ Separate Billing R~uesled
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gm~s Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
Ith 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)
13. Charitable and Gevemmental Bequests/Sec 9113 Trusts fer which an election lo tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(13) 0.00
0.00
0.00
0.!~~
15,687.~
2,497.85
0.00 ' r'.J
(8) 18,185.39
12,286.60
69.72
(11)
12,356.32
5,829.07
(12)
(14) 5,829.07
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPUCABLE RATES
15. Amount of Line 14 taxable at the spousal tax
mfe, or transfers ueder Sec. 9116 (a)(1.2)
16. Amount of Une 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Une 14 taxable at collateral rate
19. Tax Due
0.00. x ,0 (15)
.... ~,.8_29.07 x .0 45 (16)
0.00 x .12 (17)
0.00 x .15 (18)
(19)
0.00
262.31
0.00
0.00
262.31
UJ
LU (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
1:3
Decedent's Complete Address:
~ ~ ADDRESS
503 South West Street
CITY Carlisle IsTATE PA I zIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments 675.00
C. Discount 13.12
262.31
Total Credits ( A + B + C ) (2) 688112
Interest/Penalty if applicable
D. Interest
E. Penalty
Total thtarestJPenalty ( D + E ) (3) 0.00
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) 425.81
5. If Line 1 + Line 3 is greater than Line 2, entar the differenca. This is the TAX DIJE.
A. Enter the interest on the tax due.
(5)
(5A)
(5S)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decadent 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; ............................................ [] []
c. retain a reversionary interest; or .......................................................................................................................... [] []
d. receive the premise 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 decadent OWn an "in trust for' or payable upon death bank account or security at his or her death? .............. [] []
4. Did decedent own an Individual Refireement Acoount, annuity, or other non.prebate 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 TIlE RETURN.
Under penalties of pedu~'/, I declare that I have examined ff~is return, including accompanying schedules and statements, and to the best of my Imowledge and belief, it is true, correct and complete.
Declaredon of preparer fiber than the personal repressatative is pased on all information of which preparer has any knowledge.
SIGNAT.,,~ OF PERSON RESPONSIBLE FO~ RETURN
ADO,,~SS'
98 Chester Street, Carlisle, PA 17013
DATE .
SIGNA.T'ORIE OF PREPARER OTHE~H.~ REPRESENTATIVE ~ DATE,..
2109 Market Street, Camp Hill, PA 17011
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfem 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 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 sullying spouse is the only beneficiary.
For dates of deatfl on or after July 1, 2000:
The tax rate imposed on the net value of transfem 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 i~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 P.S. §9116(1.2) [72 RS. §9116(a){1)].
The tax rate imposed on the net value of transfers to or for the use of the decedenfis 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.
REV-1508 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Gertrude F. Line
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-04-0593
include the proceeds of litigation and the date the proceeds were received by the estate.
All property Jothtly-owned with right of survivorship must be disclosed on Schedule F.
iTEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
2.
3.
4.
5.
6
7.
8.
9.
10.
Citizens Bank Account Number 6140-798132
Citizens Bank Account Number 6140-798140
coins, pins and pocket watches - per attached appraisal
Donegal Insurance Company - refund of apartment insurance
Sprint refund
Sentinel refund
Comcast Cable refund
Elwood Gardens refund/return of security deposit
Commonwealth of Pennsylvania - rent rebate
United Health Care - AARP refund of medicine allowance
7254.57
7265.95
224.18
116.00
22.63
60.26
2.95
99.00
500.00
142.00
TOTAL (Also enter on line 5, Recapitulation) $ '15,687.54
(If more space is needed, insert additional sheets of the same size)
REV~1509 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Gertrude F. Line
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
21-04-0593
If an asset was made Joint within one year of the decedent'e date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. James M. Line
98 Chester Street, Carlisle, PA
son
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
tTEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SiMiLAR DATE OF DEATH DECD'E VALUE OF
NUMBER TENANT ~OINT IDENTIP¢ING NUMeER, ATTACH DEED FOR JOINTLY~tELD REAL ESTATE. VALUE OFASEET INTEREST DECEDENT'E INTEREST
1. A. 6/6/96 Citizens Bank Account Number 6100731413 4995.70 50 2497.8
TOTAL (Also enter on line 6, Recapitulation)$ 2,497.8~
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Gertrude F. Line
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-04-0593
Debts of decedent must be reported on Schedule [.
ITEM
NUMBER DESCRIPTION AMOUNT
2.
3.
4.
5.
6.
7.
8.
FUNERAL EXPENSES:
Hoffman-Roth Funeral Home: Funeral services $3590.00
Casket 2950.00
Interment Receptacle 1260.00
Grave opening 1185.00
Clergy Offering 65.00
Death certificates 20.00
Flowers 238.50
Hairdresser 35.00
Less ($100) VA Burial Allowance
The Deacons - funeral reception
ADMINISTRATIVE COSTS:
Personal Representative*s Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Pemonal Representative(s)
Street Address
City
State Zip
Year(s) Commission Paid:
Atlorney Fees
Family Exemption: (if decedent's address is not the same as claimant's, altach explanation)
Claimant
Street Address
City State __.ZIP
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
Cumberland Law Journal - estate advertising notice
The Sentinal - estate advertising notice
Ibis Appraisal Services - appraisal of watches and coins
9243.50
85.90
2,500,00
82.00
157.00
188.20
30.00
12,286.60
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
ESTATE OF
Gertrude F. Line
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE L AB L T ES, & LIENS
FILE NUMBER
21-04-0593
include unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
Sprint - telephone bill
PP&L - utility bill
37.43
32.29
TOTAL (Also enter on line lO, Recapitulation) $ 69.72
(If more space is needed, insert additional sheets of Ihe same size)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Gertrude F. Line
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21-04-0593
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Ti'ustee($) OF ESTATE
t
TAXABLE DISTRIBUTIONS [include oubight spousal distributions, and transfers under
Sec. ti116 (a) (1.2)1
James M. Line
98 Chester Street
Carlisle, PA 17013
Cheryl L. Kunkel
RR 1 Box 24
Port Tmvorton, PA 17864
son
daughter
5O%
5O%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AN D GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
(If more space is needed, insert additional sheets of/he same size)
LAST WILL AND TESTAMENT
I, GERTRUDE F. LINE, OF Carlisle, Cumberland County, Pennsyl-
vania, being of sound mind, memory and understanding, do make,
publish and declare khis as and for my last will and testament,
hereby revoking and making void all former wills by me at any
time heretofore made.
FIRST. I direct all my just debts and funeral expenses,
including all inheritance taxes, be fully paid and satisfied out
of my estate by my Executor hereinafter named as soon as conveniently
may be after my decease.
SECOND. I give, devise and bequeath all of my estate, real
and personal, to my husband, Ralph H. Line, to be his absolutely.
THIRD. In the event that my said husband should predecease
me or we s~ould both die as a result of a common disaster, then
I give, devise and bequeath all of my estate, real and personal,
in equal shares, share and share alike, to my daughter, Cheryl L.
Line, and to my son, James M. Line, or their issue; and if either
my said daughter or son or any of their issue shall be a minor,
.then I nominate, constitute and appoint The Commonwealth National
Bank, of Harrisburg, Pennsylvania, to be their Guardian during
their minority.
LASTLY, I nominate, constitute and appoint my said husband,
Ralph H. Line, Executor of this my last will and testament and
in case he should predecease me, then I nominate, constitute and
mnnnint The Commonwealth National Bank successor Executor.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this ....~ay of August, A.D., 1970.
Signed, sealed, published and declared by the above named
Testatrix, Gertrude F. Line, as and for her last will and testament,
in the presmnce of us, who, at her request and in her presence and
in the pcesence of each other, have hereunto subscribed our names
as witnesses thereto.
CITIZENS BANK
Account Number 6140-798132
Account Title GERTRUDE F E LiNE
Date Opened 7/6/2001
Account Type Time Deposits
Principal Balance as of DOD $7,254.57
Interest from Last Posting to DOD $2.94
Account Balance as of DOD $7,257.51
YTD Interest to DOD $44.85
CITIZENS BANK
Account Number 6140-798140
Account Title GERTRUDE F E L1NE
Date Opened 7/6/2001
Account Type Time Deposits
Principal Balance as of DOD $7,265.95
Interest from Last Posting to DOD $3.46
Account Balance as of DOD $7,269.41
YTD Interest to DOD $56.23
CITIZENS BANK
Account Number 6100731413
Account Title GERTRUDE F E LINE
Date Opened 6/6/1966
Account Type Checking
Principal Balance as of DOD $4,995.70
Interest from Last Posting to DOD $ .00
Account Balance as of DOD $4,995.70
YTD Interest to DOD $7.00
Safety Deposit Box Contents
Estate of Gertrude F. Line d.o.d. May 13, 2004
Atty. Tom Flower
# Container Description Value
1 Coins. Eighteen Kennedy half dollars. $9.00
2 Coins. Four quarters. $1.00
3 Coins. One 1967 Kennedy half dollar. 40% silver. $0.75
; ~ox : ;
4 Currency. Five 1976 $2.00 bills. $10.00
5 Coins. Seven Eisenhower dollars. $7.00
6 Coins. Five Kennedy half dollars. $2.50
7 Coins. Two 1966 Kennedy half dollars. 40% silver. $1.50
8 Coins. Three Susan B. Anthony dollars. $3.00
9 Coins. Twenty-four bi-centennial quarters. $6.00
10 Coins. Thirteen miscellaneous foreign coins. $0.65
11 Coin. 1943 steel penny. $0.50
12 Coin. One wheat penny. $0.02
13 Coin. One buffalo nickel. $0.50
14 Coin. One holed nickel. $0.05
15 Coin. 1923 Peace silver dollar made into a key chain. $8.00
16 Pin. 1851 $5.00 gold piece altered to make a love token. $75.00
Monogrammed.
17 Pin. Gold-filled etched pin. Not marked. $0.50
18 Pocket Watch. Monogrammed open-face Elgin gold- $25.00
filled pocket watch, dated 1932. The Keystone, 15
jewels. #33713270. Not working.
19 Pocket Watch. Open-face Elgin gold-filled pocket $70.00
watch, dated 1902, with gold-filled watch fob.
#10357209. Works.
20 Coins. Four miscellaneous foreign coins. $0.20
21 Coin. One large holed cent. $3.00
22 Coin. One Lincoln cent. $0.01
Total $224.18
2
UNITED HEALTH CARE
PO BOX 740819
ATLANTA, GA 30374-0819
INSURED MEMBER: GERTRUDE F. LINE*
Citibank Delaware
One Penn's Way
New Castle, DE 19720
****SIXTEEN DOLLARS AND 50 CENTS****
THE ESTATE OF GERTRUDE F LINE*
503 S WEST ST APT B
CARLISLE PA 17013
PAY
TO THE
ORDER DF
1077482726
62~20
311
DATE: JUNE 30, 2004
PAY: $*********16.50*~
,'~077h8272~"' ':05[~OO20q': 5SS~2~t,~l'
Lee Procurement Solutions Co.
THE SENT][NEL ,
PAY
TO THE
ORDER
OF
6/07/2004
Sixty and 26710'0 Dollars
RALPH ****************************
503 WEST ST APT B 9¥:
CARLISLE PA 17013
$*********60.26
Void after 90 days
COMCAST FINANCIAL AGENCY CORPORATION
56145029
06/23/04
PAY EXACTLY: TWO AND 95/100
TO THE ORDER OF: RALPH LINE
SUBSCR BER ACCOUNT NUMBER 09547-368802
AIJ TH OJ{I ZED 81GNATIJllE
ELWOOD GARDENS ASSOCIATES
SECURITY ACCOUNT
F/--~'/-~ ~ ,/ DOLLARS
North Fork Bank
UNFFED HEALTH CARE
PO BOX 740819
ATLANTA, GA 30374-0819
INSURED MEMBER: GERTRUDE F. LINE*
Citibank Delaware
One Penn's Way
New Castle, DE 19720
1077400346
DATE: JUNE 28, 2004
62-20
311
*~**SIXT¥ FIVE DOLLARS AND 00 CENTS****
PAY
TO THE
ORDER OF
THE ESTATE OF GERTRUDE F LINE*
503 S WEST ST APT B
CARLISLE PA 17013
%RSB 2
*********************
CDC FUND DEPT PREP DATE VOUCHER WARRANT ID ~" i ' :
NATIONAL C~TY BANK
VERIFICATt0N AVA ~BLE - "POSITIVE PAY~ PROTECTED
ONL~~ CTS CTS
TO THE ORDER OF
GERTRUDE F LINE
E)LN 037000336255 REV REBATE
503 S WEST ST APT B
CARLISLE PA 17013-3838
28 05537559
O7/0 t/2004
DATE
VOiD AFTER 180 DAYS
$ ***********'500.00
TREASURER OF PENNSYLVANIA
,'DSS=,?55q,' .:Dt,~.;~D~,RRS,: D~.~.SF=[,~.,'
UNITED HEALTH CARE
PD BOX 740819
ATLANTA, GA .30374-0819
INSURED MEMBER: GERTRUDE F. LINE*
Citibank Delaware
One Penn's Way
New Castle, DE 19720
1077364061
DATE: JUNE 25, 2004
62-20
311
****SIXTY DOLLARS AND 50 CENTS****
PAY
TO THE
ORDER OF
GERTRUDE F. LINE*
503 S WEST ST APT B
CARLISLE PA 17013
PAY: $*********60.50**
- Sprin&
06/21/2004
Sprint United Management Company
Paying Agent on Behalf of ItseJf and Sprint Corporation's Affiliates
P. 0. Box 7977
Shawnee Mission Kansas S6207
1-877-604-8464
001 O28332O
56-3821412
PAY ***********w**'22 DOLLARSAND53 CENTS
00005198 I lib 0.309 01
*:*********AUTO*=MIXED AADC 6GO V01D IF NOT CASHED WITHIN t80 DAYS
RALPH H L'rNE
503B S WEST ST
Au~homized Sfgna~u~,e
CARLISLE PA 17013-3838
DONEGAL ~IELLON BANK
PITTSBURGH ~
INS[IRANCECOMPANIE5 ISSUE]) ~¥:
FOR RETURNED PREHIUH
G 1059496 INSURED: LINE RALPH It & GERTRUDE F
I--LINE RALPH }t & GERTRUDE F
PAY TO
THE ORDER C/O JAMES LINE
OF 98 CHESTER STREET
CARLISLE PA 17013
60-160
433
DONEGAL MUTUAL INS. CO.
DATE: JUNE 14, 2004
CHECK NO. 2385940
pAy J ,.~' ...... ~ ]
$" ~'~'~'"'~'~""~ 116.00
CHECK IS VOID OVER $5,000.00 WITHOUT TWO SIGNATURES
VOID IF NOT PRESENTED WITHtN E MONTHS FROM ISSUE DATE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DZYTSTON
PO BOX 280601
HARRISBURG, PA 1712&-0601
COMHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSENENT, ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
REV-15gi7 EX AFP C09-Ogi)
THOMAS E FLOWER ESQ
SAIDIS ETAL
2109 HARKET ST
CAHP HILL
PA 17011
DATE 11-ZZ-ZO0~
ESTATE OF LTNE GERTRUDE F
DATE OF DEATH 05-15-200~
FILE NUHBER 21 0~-0595
COUNTY CUH~ER LAND
ACN 10 I*:
HAKE CHECK PAYABLE AND R~IT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~.- RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF LTNE GERTRUDE F FILE NO. 21 0~-0595 ACN 101 DATE 11-22-200~
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Raal Esta~a (Schadula A) (1)
2. Stocks end Bonds (Schedule B) (2)
3. Closely Hald Stock/Partnarship Interest {Schedule C) (3)
q. Mortgagas/Notas Raceivabla (Schadula D)
5. Cash/Bank Daposits/Nisc. Personal Property {Schedule E)
6. Jointly Offned Property (Schadula F) (6)
7. Transfers (Schadula G) (7)
B. Total Assets
APPROVED DEDUCTIONS AND EXENPTIONS:
9. Funeral Expansas/Adm. Costs/Nisc. Expenses (Schedule H) (9)
10. Dabts/Nortgaga Liabilitias/Lians (Schedule I) (10)
11. Total Deductions
12. Nat Value of Tax Ra~urn
15.
1~.
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schadule J)
Net Value of Estate Subject to Tax
.00
15z687.5~
Z;q97.85
.00
.00 NOTE: To insure proper
.00 credit to your account,
.00 submit the upper portion
of ~his form ~i~h your
tax payment.
(8)
12,286.60
69.72
NOTE:
18,185.$9
(11) 12.356.32
(22) 5,829.07
(13) .00
(l~) 5,829.07
If an assessment was issued previously, lines 14, 15 and/or 16, 17,
reflect flgures that include the total of ALL returns assessed to date.
ASSESSNENT OF TAX.'
15. Amount of Line lq at Spousal rate
16. Aaount of Line lq taxabla et Lineal/Class A rata
17. Amount of Line lq at Sibling rata
18. Amount of L/ne 1~ ~axabla et Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYNENT RECEIPT DI'SCOUNT
DATE NUNBER INTEREST/PEN PAID (-)
08-1Z-ZOOq CDO0~Z60 15.12
18 and 19 will
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(is) .00 x O0 = .00
(16) 5,829.07 x 0~5= 262.$1
(17) .00 x 12 = .00
(18) .00 x 15 = .00
(~)= 262.$1
ANOUNT PAID
675.00
TOTAL TAX CREDIT 688.12
BALANCE OF TAX DUEI RZ5.81CR
INTEREST AND PEN. .00
TOTAL DUE RZ5.81CR
( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.)~--~
RESERVATION:
Estates of decedents dying on ar before December 1Z, 19AZ -- 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 Commonwealth 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:
PAYMENT:
REFUND [CR):
OBJECTIONS:
ADMIN-
iSTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (7Z P.S.
Section 9140).
Detach the top portion of this Notice and submit eith your payment to the Register of Hills printed on the reverse side.
--Make check or money order payable to: REGXSTER OF NXLLS, AGENT
A refund of e tax credit, which ems not requested on the Tax Return, may be requested by completing an
"AppiLcation for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available
online at wew.revenue.state.ca.us, any Register of NL11s or Revenue District OffJce, or from the Department's
Z4-hour answering service for forms orders: 1-BOO-36Z-ZOSO; services for taxpayers with special hearing and/or
speaking needs: 1-BOO-447-30ZO (TT only).
Any party in interest not satisfied eith the appraisment, allowance or disallowance of deductions or assessment of tax
(including discount or interest) as shown on this Notice may object withtn 60 days of the date of receipt of this notice
by filing one of the following:
A) Protest to the PA Department of Revenue, Board of Appeals. You may object by filing a protest online at
www.boardefappsels.stata.pa.us on or before the expLration of the sixty-day appeal period. In order for
an electronJc protest to be valJd, you must receive a confirmation number and processed date from the
Board of Appeals website. You may also send a written protest to PA Department of Revenue, Board of Appeals
P.O. Box ZBIOZ1, Harrisburg, PA 171lB-lOg1. Petitions may not be foxed.
B) Election to have the matter determined at the audit of the account of the personal representative.
C) Appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.O. Box lB0601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. Sea page 5 of the booklet "'Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-iS01) for an explanatton of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SI) discount of
the tax paid is allomed.
The 15Z tax amnesty non-participation penalty is computed on the total of tho tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. ThLs non-participation
penalty is appealable in the same manner and in the the same tiao period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning aith 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, 198Z bear Lnterest at the rata of
six (6X) percent per annum calculated at a daily rate of .000164. A11 taxes which became delinquent on and after
January 1, 198Z 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 for 19BI through ZOO4 ara:
Interest Daily Interest Daily Interest
Year Rate Factor Year Rate Factor
~ 20Z .000548 ~1~'~-1991 11Z .000301
1983 16Z .000q38 1992 92 .000247
1984 llZ .000301 1993-1994 72 .00019Z
1985 13Z ,000356 1995-1998 92 .000247
1986 IOZ .000274 1999 72 .00019Z
1987 10Z .000274 ZOO0 7Z .O00lgz
--Interest is calculated as follows=
INTEREST = BALANCE OF TAX UNPA/D
Daily
Year Rate Factor
~ 9X .000Z47
ZOO2 62 .000164
2003 5Z .000137
2004 42 .000110
X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (lB) 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.
cry'C'""'" ~crrr C'-
BUREAU OF INDIVIDUAR::J:.A~,:'! C,;:-I'I~,A~_ -,,':-
INHERITANCE TAX DIVISION 1 '
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-ii01 EX AFP (l2-D~l
zons Jr31 i 4 F;', 3: llO
CI.If::1<
OFP::'!'
THOMAS E cPfOWE'R' ESQ
SAIDIS ETAL
2109 MARKET ST
CAMP HILL PA 17011
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12"27"2004
LINE
05"13-2004
21 04-0593
CUMBERLAND
101
GERTRUDE
F
Allount Remitted
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, submit the upper portion of this for.. with your tax pay.ent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
~~:r&b,r.!5r.A~~..rG1~iS!l...........:rA~!fA~e1r"fl5r.~tA"fr~.b~.l~i:60frr...il..........._.........'
ESTATE OF LINE GERTRUDE F FILE NO.21 04"0593 ACN 101 DATE 12-27"2004
THIS STATEMENT IS PROVIOEO TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11"15-2004
PRINCIPAL TAX DUE:.
262.31
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (")
08"12"2004 COO04260 13.12 ~ 675.00
12-09-2004 REFUND .00 425.81-
TOTAL TAX CREDIT 262.31
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 PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J
~"S."-
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Gertrude F. Line
Date of Death: Mary 13, 2004
Will No.
21-04-0593 Admin. No. 2004-00593
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion ofthe administration of the above-captioned estate:
1. 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:
3. 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
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes X; No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk ofthe Orphans' Court and may be attached to this report.
Date:
5 - 10-0-;-
~.~
Signature
Name: Thomas E. Flower, Esquire
J.D. No. 83993
SAIDIS, SHUFF, FLOWER & LINDSAY
2109 Market Street
Camp Hill, PA 17011
(717) 737-3405
l ..
c..:::
Capacity: _ Personal Representative
X Counsel for Personal Representative
r?-