HomeMy WebLinkAbout04-0212PETITION FOR PROBATE and GRANT OF LETTERS
also known as To:
, ,:~eceased.
Social Security No. ,_(2(~ - 07' ~7(J ~
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the exec/~
in the last wilt of the above decedent, dated ~ffxJ~R. ti
and codicil(s) dated - ' / '
Register of Wills for the
County of
Commonwealth of Pennsylvania
in the
named
,1.9~?
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in ~__.~ilvt~%,~J~ County, Pennsylvania, w~ith
last family or principal residence at
1~7c~/~ '
(list street, number and muncipality)
at ~ >u~'_~. _t2~ c~¢D~e,c,e~e ~n~t t~en~, .~ (~.~. _~,~?Lears of age, died ~)i~L/]¥, / , , 400L'/ ,
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
-v-o
WHEREFORE, petitioner(s) respectfully
presented herewith and the grant of letters.
theron.
request(s) the probate of the last will and codicil(s)
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
OATH OF' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OF
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 thc above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmeO and subscribed
before me this o~_/~c--/ day of
..
No. ~t-~- ~/..~
DECREE OF PROBATE AND GRANT OF LETTERS
, Deceased
AND NOW
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated
described therein be admitted to probate and filed of record as the last will of
and Letters ---~:~7-~ ~err-~ c~
are hereby granted to
,.~. ~ in consideration of the petitionon
FEES
Probate, Letters, Etc .......... $
Short Certificates( ) ..........
(~c~auon ................ $
Filed ,/~.. ~ .... Z...~ ...........
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that present and saw
the testat. ., sign the same and that signed as a witness at the
request of testat.__ in h__ presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this day of
19
Register
(Name)
(Address)
(Name)
(Address)
l Za SXWl or or cowx
OATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that -~t, ~- familiar with the signature of ~l~rr~-_~ ~ Lk.)tllc, ,
testat~~ of
that ~'1
(c, nc of thc
subs~ibing~e?a~~he will presented herewith and
believe~ the signature on the will is in the handwriting of
to the best of .-~e~Li~____ knowledge and belief.
Sworn to or affirmed and subscribed before
me this ',k..~j day of
(Name)
(Name)
(Address)
LAST ~LL AND TESTAI~_.N~ OF JA_I~S E o NILLS
I, JAMES E. WILLS, of the Borough of Mechanicsburg, County of
Cumberland and State of Pennsylvania, being of sound and disposing mind,
memory and understanding, do make, publish and declare this my Last Will
and Testament, hereby revoking and making void any and all former Wills
by me at any time heretofore made.
I direct the payment of all my just debts and funeral expenses
as soon after my decease as the same can be conveniently done.
me
I give, devise and bequeath all the rest, residue and remainder
of my estate, real, personal and mixed, of whatsoever nature and whereso-
ever the same may be situate, to my wife, MARGURETTA GERALDINE WILLS,
absolutely and unconditionally.
In the event that my said wife, MARGURETTA GERALDINE WILLS,
should predecease me, or should she die at about the same time as I do,
such as in an accident common to both of us, then in such event I give
and bequeath my entire estate, of whatsoever nature and wheresoever the
same may be situate, to my three step-children, to wit, DONALD L. NAILOR~
of 801 Apple Drive, Mechanicsburg, Pennsylvania, 17055, JOYCE E. BUCHER,
-1-
of 130 Cambridge Drive, Mechanicsburg, Pennsylvania, 17055, and to
ELEANOR J. EIC~ELBERGER, of 1000 McLean Street, Dunedin, Florida,
34698, share and share alike, and in the event that any of my above-
named three step-children should predecease me, then in such event, I
direct that their share in my estate be paid over and distributed to
the surviving members of said three step-children, share and share
alike, or to the sole survivor of said three step-children absolutely,
should two of said step-children predecease me.
LASTLY, I nominate, constitute and appoint my wife, MARGIRIETTA
GERALDINE WILLS, Executrix of this, my Last Will and Testament, and in
the event my said wife should predecease me or for any reason should
be unable or unwilling to serve in such capacity, then in such event I
nominate, constitute and appoint TME FIRST BANK AND TRUST COMPANY OF
MECMANICSBIIRG, PA. Executor of this, my Last Will and Testament, in her
place and stead.
IN WITNESS W-REP, EOF, I have hereunto set my hand and seal this
day of February, A. D. 1989.
James E. Wills
(SF~L)
-2-
Signed, sealed, published and declared by the above-named
JAMES E. WILLS, as and for his Last Will and Testament, in the presence
of us, who, at his request and in his presence, and in the presence of
each other, have hereunto subscribed our names as witnesses.
-3-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)_
NAME OF DECEDENT:
Date of Death:
Will No. 212
James E. Wills
February 17, 2004
Estate No.: 21-04-0212
To the Register:
I hereby certify that Notice of Beneficial Interest required
by Rule 5.6(a) of the Orphans Court Rules was served or mailed to
the following beneficiaries of the above-captioned Estate on June
18, 2004.
Marguretta G. Wills, also known as
M. Geraldine Wills,
c/o Estate of Marguretta G. Wills
Robert E. Nailor, Jr., Executor
948 Hummel Avenue
Lemoyne, Pa 17043
Notice has now been given to all persons entitled thereto
under Rule 5.6(a) except: NONE
Date: June 18, 2004
Andrew C. Sheely, Esquire
PA ID NO 62469
P.O. Box 95
127 S. Market Street
Mechanicsburg, PA 17055
717-697-7050
Counsel for Personal Representative,
Robert E. Nailor, Executor
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Ki~S. Sohonage,Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
ANDREW C. SHEELY, ESQ.
PO BOX 95
127 S. MARKET ST
MEQ-IANICSBURG, PA 17055
Qty
1
Fee Total
35.00 $35.00
Fee Description
Additional Probate
Total:
$35.00
Checks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
222
2/15/2005
TAMES E. WILLS
21-04-0212
JA
DUe.
-Po
l \'5.00
So.cD
REV-1500
1-2.1-
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~ ."P.l::>. 35.60
~E\.'_'C,)' EX ,', -
'* COMMONWEALTH OF
PENNSYLVANIA
. .~ . DEPARTMENT OF REVENUE
DEPI 280601
,. HARRISBURG, PA 17128-{)601
FILE NUMBER
21 04
0212
COUNTY CODE
YEAR
NL:rJBER
DECEDEiJj"S NAME (LAST. FIRST, AND MIDD:_E INITIAL)
WillS. JAMES E
SOCIAL SECURITY NUMBER
215-01-6993
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I DATE OF BIRTHIMM-DD-YEAR)
10/13/17
-- -------
{IF APPLICAblE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
WillS. MARGURETTA G
DATE OF DEATH (MM-DD.YEAR)
02/17/04
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECUR.ITY NUMBER
[!] 1. O:igin2' Return
D4.i...;:nitedE:state
o e, Df~ceder1t Died Testate (Attarh GGfJY u'if'llli
o 9. Lit:gatlonProceeds Received
o 2. Supplemsntal Return
D 4a. Future Interest Compromise {UHI'! O'G"att', a'lor 12.12-<l2j
D 7. Decedent Maintained a Living Trust (Acac~ copy ,,;1ros:)
o 10. Spousal Poverty Credit (IJ<I;'~ of dca:hbdwocn 12.31.91 <lno 1.1-9S)
o 3. Remainder Retum i,,'1' '/~"'1:,r priort:J 12-13-&2)
D 5. Federal Esta:e Ta~ Return Required
8. Total NUlT1bfH cf Safe Deposil Sexes
D 11. Eiectiorlta blX Urlder Sec. 9113(A) (AtwbScf IJ,
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THIS SECTION MUSTE\E'C:;QMi>~ETECkJliL~C.OR
NAME
ANDREW C SHEELY, ESQUIRE
ESPO/llo"NCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
COMPLETE MAILING ADDRESS
ANDREW C. SHEELY, ESQUIRE
PO BOX 95 .
127 S. MARKET STREET
MECHANICSBURG, PA 17055
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FIRM NA~,IE ',I':':>:iIic<lhlo)
ANDREW C. SHEELY, A HORNEY AT lAW
'ELEPHcmE NUMBER
(717) 697-7050
Rea: ::slat81,ScheduleA)
(1)
(2)
(3)
(4)
(5)
2 StOCK'; 311d Bonds [Schedule B)
,
C-)
Closeiv Held Coworation. Partnership or Sole-Proprietorship
4 rvlorlgagE-s & Notes Receivable (Schedule D)
5. Casl, Bank Deoosils & Miscellaneous Personal Property
53,594 73
(Sc:i)ej~;iH :::}
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Jc:nll,' Owned Praperty (Schedule F)
D:3ep2rate B:I:ing Requested
(6)
~:,)
(7)
? I"ter-"/ive's Transfers & Miscelianeous Non-Probate Property
CSChdc:" GarL)
co
Total Gross Assets (lata! lines 1-7)
53,594.73
(8)
7,03358
(9)
(10)
9 FU:)f'ral t:xpenses & Admi:)istra!ive Costs (Schedul.!:' H)
10 Debts cd Decedellt. Mortgage Liabilities, & Liens (Schedule I)
11 Total Oeductions (total Lil1es 9 & 10)
12 Net Value of Estate (Une 8 minus Line 11)
(11)
7,033.58
46.56115
(12)
13 Char::able 8i1d Governmental BequestslS6C 9113 Trusts for which an election to tax has not been
ma:Je (Sci1eduleJ)
(13)
14 Net Value Subject to Tax (Line 12 minus line 13)
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15 Am'";;rlrofL.1n814 taxable attM spousal tax
ra:e. :)r (r211sfers under Sec. 9116 (a)(1.2)
46,56115 x.O 0 (15)
- ---. ,--
x.o (16)
x .12 (17)
x 15 (18)
(19)
u__~_..
16 Anoou:1,ofUrle 14taxabieariineal rate
1? An1C~L'lt ;if Line 14 l2xable at Sibling rate
18 All1ou'llufi..:c,e 14 taxabieatcollateral ratt!
19 Tax[)ue
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
200
> >aE SURerO "'~~E;fl: i\lJ..Ql.iesrI9NSQI'I~l!IIERSE$IPE AND ~EC:;HECK MATH < <
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Decedent's Complete Address:
STREET ADDRESS
)AMfO~ E. WILLS _____
__1301 NORTH HA_NOVER STREET _
CITY CARLISLE
STATE
PA
Tax Payments and Credits:
1 Tax Due (Pagr, 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
S. Prior Paym"mts
C. D1SCOUtlt
(1)
3 Interest/Penalty if applicable
a.lnterest
E. Penalty
Total Credits (A + B + C ) (2)
4.
TotallnteresVPenalty ( 0 + E)
if L:ne 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
(3)
(4)
(5)
(SA)
(5B)
5.
If Line 1 + Line 315 greater than line 2, enter the difference. This is the TAX DUE.
A. Enter the irter8Bl on the tax due.
B. Enter the tetal of Une 5 + SA. This is the BALANCE DUE,
Make Check Payable to. REGISTER OF WILLS, AGENT
ZIP
17013
]
0.011
0.01)
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Did decedent make a transfer and:
a retain the use Of 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; OL....
d receive the promise for lifE~ of either payments, benefits or care? .. .
2 if dl>,atil occurred after DecernlJer 12, 1982, did decedent transfer property wJ!hin one year of death
without receiving adequate consideration? '. . .. 0
Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?. ....... 0
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 QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Yes
......0
%0
................0
........0
3
4
No
~
~
~
~
~
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Under penalties 01 periury, I declare that I have examined this retum, including accompanying sd'1edules and statemel1ts, and to the best of my kl10wledge and belief, it is tl1.Je, correct
1nd complele
Declaration of preparer Qlher than the persooaf represenlaiive is based Crt a1llnfomt<'lfior1 of ~ich preparer has <'lny knowledge
SIGfAT~E OF PERSON RESPONSIBLE FOR FILING RETUR.N
..<(,QK4!d t:f" /l{A}lft~ n~ _
ADDRESS
948 Hummel Avenue, Lemoyne, PA 17043
S~P~A~EPRESENTATIVE
ADDRESS
127 South Market St. PO Box 95, Mechanicsburg. PA 17055
O,\TE
~~~aS.
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For dates of death en or after July 1, 1994 and before January 1, 1995, the tax fate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 PS, ~9116 (8) (1 ~\ (i)]
For dales of death rln or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of tile surviVing spouse is 0% (72 P,S, 99116 (a) (~,1) ill')
The statute does :"Ie.\ exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assels and filing a tax return are stril appli<:abie even ..
the surviving SpOUSE- is the o!lly beneficiary.
For dates of death on or after July 1, 2000:
The la.x 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 i1cturai pare'll, an adoptive pari":"!'
ora stepparent of the child is 0% [72 P.S. 99116(a)(1.2)].
The (ax rate imposerJ on Ille net value oftransfers to or for the use oHhe decedent's )meaJ beneficiaries is 4,5%, except as noted in 72 P.S. 99116(1,2) [72 P,S 99116(a}(1))
The lax rale irnposl~d on tile net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1 ,3)], A sibling is def.ned, under Section 9102, as a
IndiVidual who has at least one parent in common with the decedent whether by blood or adoption.
REV-1 t,UR Ex-. ',(i '~I:3)
*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
C:OMIv:' '~V\/[AL.T~ Dr: PENNSYLVANIA
li;,Ht:'::~!TA,\;ct: TAX RETURN
R::S!DENT DECEDENT
ESTATE OF JAMES E. WILLS
21-04-0212
FILE NUMBeR
Include the proceeds of litigation and the date the proceeds were received by the estate
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
1.
PNC Bank
Checking Account #50-0391-4003
Date Of Death Balance
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
VAll ,IE I\T DATE
o D'ATH
$ 53,594.73
53,594.73
Interest Checking Account Statement
PNC Bank
o PNCBAN<
For the p.rlod 02118/2004 to 0311812004
,
F
"
JAMES E WILLS DECD
C/O ROBERT E NAILOR
948 HUMMEL AVE
LEMOYNE PA 17043-1737
Primary account number: 50-0391-4003
Page 1 012
N umber of enclosures: 0
fC] For 24-hour banking, customer service and
~ interest rate Information, sign-on to
11 Aoccunt link ~ by Web on pnchank.com
or call1-888-PNC-BAN K
Moving? Please contact us at 1-888-PNC-8ANK
~ Write to: Customer Service
PO Box G09
P~tsburgh PA 15230-9738
8 Visit us at pncbank.com
I TOO t""nlnal: 1-800-531-1648
For hearing impaired cHentJ only
nterest Checking Account 5wnwary
~ccollnt number: 50"()391~4003 Account Link lJ) number: 0215016993
James E Wills Deed
lalance Summary
Please see the Activity Detail section for
additional Information.
BeginnIng
balance
53,594.73
Deposits and Checks and other
other additions deductIons
2, 119.35 55,714.08
Averi!lge monthly
balance
24,184.01
Check Card POS Check Card/Bankcard
sIgned transactIons POS PIN transacilons
0 0
PNC Bank Other Bank
ATM transactions ATM transactlon$
0 0
Numbe.r of days A\le.rage collected
In Interest period balance for APYE
['I 51,822.88
Wlthholdll'og Inieres1 earned
this period year-la-date
.82 16.93
'rallll8don Sum,nary
Checks paidl
withdrawals
2
Total ATM
transactions
o
Iter.at Summary
Annual Percentage
Yield Earne.d (APYE)
0.15X
Ending
balance
Charges
and fees
lnt8rllSt Earned
this period
2.93
Withholding
year-to-date
.82
.00
.00
As of 03118, a total of $18.93 in Interest was
earned this year.
--~------~-.~.--~~~_.----:c~~_:---._,..,.
ctivity Detail
.posita .lId Other Additiolla
e AmQunt DescriptIon
/0] 2,] 16.42 Direct Depo.'Jit - Civil Setv
1-'5 Treasury 312 A 17411390 CSA
/03 2.93 Intel'est Payment
There were 2 Deposits and Other Additions
totaling $2. 119.3&.
,.eks
.ck
lber
Data
paid
02/26
Reference
number
0287977J6
lO
Amount
4,]34.30
Thare Is 1 chack listed totaling ....134.30.
FORM9fi3R
REV-1511EX+
{i 1_'~,'.i
.
(~()Mtv'('i\;\,'\'[AUH OF PENNSYl_VANIA
:rJHiJ,ITANCE TAX RETURN
R':3IDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-04-0212
ESTATE OF
JAMES E. WILLS
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
A I FUNERAL EXPENSES:
1
MALPEZZI FUNERAL HOME
,
I
I
B ADMINISTRATIVE COSTS:
1 Personal Representative's Commissions
Name of Personal Representalive(s) MARGURETTA G. WILLS, EXECUTRIX
,
, C/O ROBERT !:. NAILOR
Social Security Number(s)!EIN Number of Personal Representative(s)
Street Address 948 HUMMEL AVE.
Lf:MUXN)!; t'A l/U4.j
City Stale ~Zlp
Year(s) Commission Paid:
2 Attorney Fees ANDREW c. SHEELY, ESQUIRE, PER AGREEMENT
3 Family Exemption: (If decederlt's address is not the same as claimant's, attach explanatiOfl)
Claimant
Street Address
City State ~Zip
Relal'lonshlp of Claimant to Decedent
4 Probate Fees
,
5 Accountanfs Fees
6 Tax Return Preparer's Fees
7 \ FILING FEES FOR INHERITANCE TAX RETURNS
I
I
,
,
,
I Reserves \".0 conclude administration of Est.ate,
,
,
I
TOTAL (Also enter on line 9, Recapitulation) I
-.
1.
(If more space is needed, insert additional sheets of the same size)
N.,10UNT
$7,018.58
$
0.00
0.00
15.00
0.00
7033.58
Malpezzi Funeral Home
8 Market Plaza Way
Mechanicsburg,pJ\ 17055
(717)697-4696
February 7, 2005
Robert E. Nailor Jr.
948 Hummel J\venue
Lemoyne, P J\ 17043
The Funeral Service for James E. Wills
We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please
feel free to contact us if you have any questions in regard to this statement.
THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT,
AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS.
1. PROFESSIONAL SERVICES
Services of Funeral Director/Staff
- ........
FUNERAL HOME SERVICE CHARGES
SELECTED MERCHANDISE:
$3545.00
$3545.00
Stainless Steel Casket
- . . . . . . . . . . . . . . . . . . . . .
Regi~ter~ F~ld~s, :'-c~n.. . . . . . . . . . . . . . . . . . . .
THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE
THATYOUHAVESELECTED . . . . . . . . . . . . . $6558.00
AT THE TIME FUNERAL ARRANGEMENTS WERE MADE, WE ADVANCED CERTAIN PAYMENTS TO
OTHERS AS AN ACCOMMODATION. THE FOLLOWING IS AN ACCOUNTING FOR THOSE CHARGES.
CASH ADVANCES
New~paT?er ~o~ice~ - ~o~al ....
Cler~y/Mass Offering, . . . . . .
Certi!ie~ C~pi~s or th~ D_eat~l C~rti~lcate
Flowers
$2955.00
$58.00
. . . . . . . . . . . . . . . . . . .
TOT AI. CASH ADY ANCES AND SPECIAL CHARGES
CONTRACT PRICE
HISTORY
03/08/2004 Payment-Cumberland Co. VA
03/08/2004Payment. . . . . .
03125/2004 Cumbo Co. V A Allowance
$108.08
$200.00
520.00
$132.50
$460.58
$7018.58
TOTAL AMOUNT DUE
$-100.00
$-7018.58
$100.00
$0.00
"v.,,""''''''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
JAMES E. WILLS
FILE NUMB~I-04-0212
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. MARGURETTA G. WILLS WIFE 100% of
801 North Hanover Street Rest, residue
Carlisle, P A 17013 & ,'emainder of
estate
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1
TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
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LAST lllLL UD TBSTA1IBlfT or JAMES B. WILJ,.S
I. JAMES E. WILLS, of the Borough of Mechanicsburg, County of
Cu~berland and State of ~ennsylvania, being of sound and disposing mind,
memory and understanding. do make, publish and declare this my Lest Will
and Testament, hsreby revoking and making void any and all fOrmer Wills
by me at any time heretofore made.
L
1 direct the payment of all my just debts and funeral expenses
as soon after my decease as tbe same can be conveniently done,
2.
I give. devise and bequeath all ehe rest, residue and remainder
of my estate, real. personal and mixed, of whatsosver narure and ~hereso-
ever the same may be situate. to my wife. MARGURBTTA G~~ WILLS.
absolutely and unconditionally.
3.
In the event: chat my said. wife, JfAIWURB'l'T.O. GBRALDnm WILLS,
should predecease me, Qr should she die at Ijlbout the s.me t1me as I do,
such as in an accident common to both of us, then in such event I give
snd bequeath ~y entire estate, of whatsoeVer nature and wheresoever the
sa~e may be situate. to my three step-children, to wit. >>ORAL>> L. KAlLal,
of SOl Appl<> Drive, Mechanicsburg, Pennsylvania, 17055. JOYCE J!:. BUCIIEIl,
-1-
of 130 Ca~br1d8. Drive, Mechan1csburg, Pennsylvania, 17055. and to
~EABOl J. EICRBLBBRGaR, of 1000 ~cLean Street, Dunedin, Florida,
34698. 9ha~e and share alike. and in tbe event that any of my above-
named three step-children should predecease me. then in such event, I
direct tbat their ahare in my estate be paid over snd diatributed to
the surviving members of said three step-children, share and share
allke, or to the sole survivor of said three step-children absolutely.
should two of said step-children predeceaSE! me.
4.
LASTLY, I nominate. constitute and appoint my wifs, ~A
GERALDIHR WItts, Executrix of this, my tast Will and Testament, and in
the event my said wife should predecease me or for any reason shou~d
be unab~e o~ unw11lin8 to $erve in such capacity, then in such event I
nominats, constitute and appoint ~ FIRST B4RK AID TRUST COMPANY'OF
MECBAR:tCSBUaG. PA. Executor of this, 1I1y Last Will and 'testament, in her
place and stead.
III wtTIl1ESS lIlEREOF. I have hereunto set lily band and seal this
,J'~~ day of February, A. D. 1989.
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~es E. Wills
(SEAL)
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'ID;"::1['cq, "C-'(,- ,= NOTICE OF INHERITANCE TAX
BUREAU OF DIIIVlDUAL T4L_hiU!::u U, rive ll'.TRAISEHENT, ALLOIIANCE OR DlSALLOIIANCE
I_OIT.... TAX DIVISION 'OF DEDUl:TIONS AND ASSESSHENT OF TAX
PO BOX a06Gl
HARRISBURG PA 17128-0601
Znr,'!; H)I)?9 0',' f'" 0 I
.l;....~1 t-';[ I, '- I fj {."
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-25-2005
WILLS
02-17-2004
21 04-0212
CUMBERLAND
101
bo..,t R_ltted
Cl rf""'V n'
U....;-;)\ t..)]-
0_",....., T ~ '-, '!'.... ~-..r'.1 InT
Jhr-r-:,~'t'-i ,> Ii h!ri
ANDREW C $J!l!ElV ESQ'
127 S MARKET ST
PO BOX 95
MECHANICSBURG PA 17055
-_._,-,-_...~._~""-
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REV-lS41 EX AFP (03-05)
JAMES
E
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 ~
Ilr-"1!'C"YI"m.'\'lJY-'\I!J.'tm'm!!.tII!".!Mrtm411!'t.m.lWOmMMt'~.'X'1:tW'411!'t.Mt.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WILLS JAMES E FILE NO. 21 04-0212 ACN 101 DATE :04-25-2005
TAX RETURN liAS: I X 1 ACCEPTED AS FILED
I 1 C_ED
I~ an ........nt was issued pr.vious~. lin.s 14. 15 and/or 16. 17. 18 +nd
r"'lllC't .,igurs. that includ. the total ~ 6bb. return. as.....d to dat.. ,
ASSESSMENT OF TAX:
15. _t of Line 14 .t Spou..l ...t. 115l
16. _t of Une 1'1 t_lIbl. .t U....l/Cl.ss A ...t. llil
17. _t of Une 14 .t Sibling ...t. 11n
18. _t of Line 1'1 t......l. .t Coll.t.r.l/Cl.ss B ...t. 118l
19. Prinei,,",l T_ _
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R_l Est.t. 1_1. Al
2. Stock. _ Bonds ISdwcIul. 8l
5. Clo..ly "-ld Stock/P.rt...rshlp Int.....t ISc_l. Cl
'I. Hort_S/Not.. R_i_l. 1_1. Dl
5. C.sh.-- hpOslts/Hisc. P.r_l Pr_rty ISc_l. El
i. JOintly o.n.d P.--rty 1_1. Fl
7. Transfers (Schedule I)
8. Totel As.ts
III
12l
15l
I'll
ISl
lil
In
.00
.00
.00
.00
53.594.73
.00
.00
18l
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. fune~l Expensas/Ad.. CostaIHlsc. Expense. (Schedule Hl
10. Dllbts/Hort_ Ll"'11iti.s/Li~. ISchsdul. Il
11. Total o-duotlons
12. Net Value of Tax ..turn
13. Ch.rlt~lalGov.~t.l Bequests; Non-elected 9113 Trusts
1'1. ~t V.l... of Est.t. Subject to T_
7,033.58
19l
llOl
.00
I III
112l
115l
ll'll
IS-....l. .Il
NOTE:
46,561.15 X
.00 X
.00 X
.00 X
INTEREST/PEN PAID I-l
AIIOUNT PAID
DATE
IUlBER
~
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAm AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
,
I
NOTE: T~ Insure proper
credit ~'o your accOU'1lt,
_it _I' portion
of ~~~L!~rII with your
t_ ..--t.
i
,
53,594.73
,7 033 itA
46,561.15
I .00
46,561.15
19 will
00 ,
045,
12 ,
15 ,
.00
.00
.00
.00
.00
119l'
.00
.00
.00
.00
I IF TOTAL DUE IS LESS THAN $1, IIlI PAYIIENT IS RElIUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRl, VIIU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.l
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 1/13/2006
WILLS MARGURETTA GERALDINE
801 N HANOVER STREET
CARLISLE, PA 17013
RE: Estate of WILLS JAMES E
File Number: 2004-00212
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.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 is due by:
2/17/2006
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~AJ~
'-'
GLENDA FARNER STPASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
ANDREW C. SHEELY
ATTORNEY AT LAW
Telepll(1l1e: (717) 697-7050
127 South Market Street
P.O. Box 95
Mechanicsburg, Pennsylvania 17055
FdX: (ill) 097-7005
June 8, 2005
Office of the Register of wills
Glenda Farner-Strasbaugh, Register of Wills
Cumberland County Courthouse
Carlisle, PA 17103
RE: Estate of JAMES E. WILLS
Estate No. 21-04-212
Date of Death: February 17, 2004
Dear Register of wills Strasbaugh:
Reference is made to the above-captioned Estate. You had
previously corresponded with me advising that an additional amount
of $35.00 was due for additional probate fees.
Accordingly, I am enclosing a check made payable to the
Register of wills. Kindly apply this amount to the probate fees
and mail a receipt at your convenience.
c. SHEELY
ACS/bmk
Enclosure
c: Robert Nailor, Executor
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