HomeMy WebLinkAbout04-0242PETITION FOR PROBATE and GRANT OF LETTERS
Estate of ~0(3~(~7- O~A. H~;LL Z~_.
also known as
Deceased.
Social Security No. 2_[~, . ,_~& - ~ 3 50
To:
Register of Wills for the
County of Ct2rn~¢-r tO, nd
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 executor
in the last wilt of the above decedent, dated f:£~ ceq~ te¥ / ?'
and codicil(s) dated
in the
named
, I~ zoc_~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in CO/rd ~ £ce ttl to 8 County, Pennsylvania, with
h[l lastfamilyorprincipalresidenceat ~OZ Oa~/IV D(~ CiqI~Li£1~c Dr~ 1701~
(list street, number and muncipality)
Dece..ndent, then -%~' years of age., died PT~ (CUt/ (~ ,19 20oq--,
Except as ~llows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the w~ll 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 rqquest(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters -{ ¢ ~-a r-~ ¢ ~ -r ~t r/~
(testamentary; administration c.t.~:7~inistration d.b.n.c.tz~a.)
theron. ~ -~ x~ .~ <:['
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~
COUNTY OF ('c~,~ct ,~,~ f 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 wel~ an/~~ a..~.~ the estate according to law.
Sworn to or affirmed and subscribed ,-~ ~,~-.'~)~-~;~': .... "?
before me this I\''O'~ day of [ '- F'~ - "~'~ ~'
ev'S'Ut~-~'±~egister [ ~
No. oQ.~- OCt -~.q :t
Estate Of~'~~-~ ~ ~ O_ 0
Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
the .reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated
described th~n be admitted to probate and filed of record as the last will of
and Letters
are hereby granted to ~_x~t~.k ~)' {~ O .~<.
, in consideration of the petition.on
FEES
Probate, Letters, Etc ..........
Short Certificates0=,) ..........
~~r~.~ ......
TOTAL
Filed ~ :. C ( : .~ P. e ~ ....................
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
hi.~ 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.
HI(~.143 Rev. 2/87
Fee for this certificate, $2.00
No.
Local Registrar
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
IlAR 9 2O04.
Date
CERTIFICATE OF DEATH
ENT NAME OF OECEDENT (Fi~l. Middle, Last) STATE FIL~ NUMAR
~ J SOCLAL SECUR,TY NUMBER DATE OF DEATH (Month. D,y. year,
~K ~. Robert M. Hall III le 3. 216-- 56-- 435Q ~ March 8, 2004
AGE (Last ~.m~X) I UN~R I YEkR UNDER 1 CAY [ CATE OF BIRTH I
Stale Or F~igfl Ca~ltry) OTHER:
~. 56 ~"' I~ne 14,194~. BaltimoreMD 3,.'~"~1-1 ~o~.~,D ~E] ~ [] ......... :[] ~.~ []
~ ~.CO~INTY OF DEATH CITY, BORO, ~ OF 0EATH I FACILITY NAMEgobi~(If/1~ i~titu~i0~,~ivegi~e street and number) WAS DECEDENT OF H SPANIC ORK~IN9 (Sp~:~)
DECEDENTS USUAL OCCUPATION KIND OF BUSINESS I INDUSTRY
~*~ ~; ~ r~ ~ ~B DECEDENT EVER IN BECEDENT'$ EDUCATION ~vorced I~pec~) '
· ' ACTUAL a~ ,~. PR v-.~,t~ North ~iddle~on
902 GoD~n Erclve ....... "-s~,
~ Carliale, Pa 17013 {s.,m~o~
i-~> ,~. c~ Cumberland totem ~r,.[] ~'~
~*~HER'S NAME (~,,~ ~. ~) ~0.
,. Robert M. Hall, Jr. "OTH~S,~E ~,~ M~,.~ S~
~Nm~M^NrSNAME (T3p~,~) . ~k Rebecca Anne
~. Arkie Hail Shields ~NFO~M^NrS ~UNG ^DDRESS (S~. ~. S~,. Z~ Co~)
~. PO BOX 466, ~e!fwav, Oreoon 978~4
.2,.. O~(Spec~y) [] 2tb. March lO/ 2004 21c. Yorktowne Cremation Se 2,d. York, Pa 17404
~_'.,,,~?_'_~-.,.~.'~o,w,,,f~.~,,,;,.,, -- ToU..st-'a'~',--~-.'-,.-'Y.--,-, ....... ?~Z*~'~ .... ~' 219 N. Hanover 1:.. Ca~lisle. Pa 17013
~,,,,...,,~ ~. ~s,o,~ ~-77,41:'27_~.."7"/'l 7y7.'- .?X'_ '-'~E.SE,UMBE, CAT~SI~"EO
(Mmth, Day. Year)
· TIME OF DEATh-- ~' I [~ATE PRON~--NCE, D ~O ~ orpth, Day,
S~qo,,mmy # st c~-,,:,itom b. ',
intuiting m de~h )LA$T
;
OFCOMPI"ETIONDEATH? OF CAUSE Natural ~ ~ []
SIGNATURE ANOJJT' lc ;~'~, iF[ER
........................................................................
,,~"'"--""'"' .............................................................................................. :.......'. ............ : ............. ....'~.....! .... [] o,,,,~ T,, ~_~__.../,_,~,/,.~ ..,
PERMANEI
BLACK I
REGISTER OF WII>LS OF~ %NTY _ OATH OF S~SCRIBING%g~ITNESS ~
(each) as bsc ib~~s to the c~p~ented herewith, (ea~c being duly quali~according t~X~
law, depose(s) and say(s) at 'Nx,,,N pres t and saw
testat~ , sign.th~sam~that~ __~~edasawitness~
~ister
(Name)
(Address)
I~GISTER OF WILLS OF c: ~/t~c~ a> L ,~-~ COUNTY
· - OATH OF NON-SUBSCRIBING WITNESS
~ach) a subscrib~eto, (each) being duly qualified according to law, depose(s) and say(s) that
~e t~ familiar with the signature of ~V ~ f'tA[~ ~.,
codicil
testat UU of (one of the subscribing witnesses to) the ~ presented herewith and
codicil
that ~ ~ believes the signature on the will is in the handwriting of
to the best of ~/~
Sworn to or affirmed and subscribed before
me this ~ \'~ __ day of
knowledge and belief.
(Address)
(Name)
(Address)
REGISTER OF WILLS OF COUNTY
~ codic ~N ~
(each) a subscribing wit.ne~s to~ will ~'N~j~ified according to~
law, depose(s)and say(s)that % NN XN present ~d s~ ~
the tes~ta~~ , sign the same and th& ~_ signed a~itness at th~~ ~ X , ~
r~s~at~ in h p~n~ a~ (in the pres~ce o~ach other)(in the pr~nce oi~ wi~ss~s)). ~ ~ ~ f the
me t~s~ X day of X (Na~e)
~ ~-- ~ (Addre~
,-- (Name)
(Address)
REGISTER OF WILLS OF
OATH OF NON-SUBSCRIBING WITNESS
c ~ ~, b-e~-I ,,nd COUNTY
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
~/'~ ~.. ~'.5 familiar with the signature of !~c~c~---+ kf, ~!l 21~ ,
codicil
testator of (one of the subscribing witnesses to) the ~) presented herewith and
codicil
that c~ ~'tc-- believes the signature on the will is in the handwriting of
to the best of ~ ~ ~- knowledge and belief.
Sworn to or af..fi,[r~ed and subscribed before
me this ] ~x:r'} day of
(Name)
(Address)
(Name)
(Address)
LAST WILL AND TESTAMENT
OF
ROBERT M. HALL, III
I, ROBERT M. HALL, III, of Cumberland County, Pennsyivania, d~nerebyli;~ke,
publish and declare this to be my Last Will and Testament, hereby revokings: any anc~ll Wills'"~ind
Codicils previously made by me.
ITEM ONE: I authorize and empower my Personal Representative, or his successor in
office, hereinafter collectively referred to in the plural, to expend such sums for my funeral and the
disposition of my bodily remains as, in the discretion of my Personal Representatives, shall be
reasonable and proper, without the necessity of obtaining an order of court approving the payment of
any such expenses. I direct that my bodily remains be cremated and the ashes interred in our family
plot at Louden Park Cemetery, Baltimore, Maryland.
ITEM TWO: I give, devise and bequeath all of the rest, residue and remainder of my
estate and property, including any property over which I may, at the time of my death, hold any power
of testamentary disposition, as follows:
A. Twenty-five percent (25%) thereof to my sister, ANNE H. SHIELDS, if she
survives me; if not, to her issue who survive me, per stirpes.
B. Twenty-five percent (25%) thereof to my brother, RICHARD M. HALL, i f
he survives me; if not, then pro rata per paragraphs A. and C. of this Item.
C. Fifty percent (50%) thereof to my brother, RANDALL M. HALL, if he
survives me; if not, to his issue who survive me, per stirpes.
ITEM THREE: I constitute and appoint my friend, HENRY B. PECK, JR., as Personal
Representative of my estate. If HENRY for any reason fails to qualify or continue to act as Personal
Representative during that period of time required for a complete administration of my estate, I
constitute and appoint my brother, RANDALL M. HALL, as such Personal Representative. I direct that
neither my Personal Representative nor his successor in office shall be required to furnish bond in
connection with the settlement of my estate except as may be required by law.
ITEM FOUR: I hereby confer on my Personal Representatives all powers and discretions
necessary or advisable to facilitate the administration of my estate, including all powers specifically
or implicitly granted by Maryland law, and also including the authority (1) to retain, divide, and
distribute all or any part of the assets of my estate whether in money or in kind, or partly in money and
partly in kind, (2) to sell or otherwise dispose of any asset of my estate at either public or private sale
and at such price and upon such conditions as they determine to be advisable and proper, (3) to pay or
compromise, in their discretion, any claim belonging to or against my estate, (4) to effect all
appropriate insurance, (5) to employ counsel and other agents required for the administration of my
estate, and (6) to invest and reinvest any or all of the assets of my estate in such investments as they
determine to be advisable and proper. My Personal Representatives shall not be liable for any act,
omission, or decision attributed to them while acting in good faith, excepting liability for willful
default or gross negligence. All powers, discretionary or otherwise, and all duties and immunities
conferred or imposed upon my Personal Representatives, herein or otherwise, shall be appurtenant to
the office, and shall devolve upon any surviving, remaining or successor Personal Representatives, to be
exercised fairly and in good faith without application to or approval of any court under whose
jurisdiction my estate may be administered.
f/d IN WITNESS WHEREOF, I hereuntoset myhand and affix myseal this /'~)~-' day
o 200~P
ROBERT M. HALL, III
The within instrument, consisting of two (2) pages, of which page two (2) was signed by
ROBERT M. HALL, III, was SIGNED, SEALED, PUBLISHED AND DECLARED by him in the presence
of both of us to be his Last Will and Testament; in addition, all pages except the page signed by the
Testator were initialed by him in our presence; at the same time we, in his presence, at his request, and
in the presence of each other, do hereby sign our names as attesting witnesses.
Witness ,,_2
Address
Witn/ess
Address
JRD/June 30, 1992/17858
In Re: Estate of ROBERT M HALL, III
Late of NORTH MIDDLETON TOWNSHIP
Estate No.: 21-04-242
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 21-2004-242
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: HENRY B PECK, JR
Counsel for Personal Representative:
Date of Grant of Original Letters: 03-11-2004
Date o£DelinquencyNotice: 06-21-2004
The undersigned, Glenda Famer-Strasbaugh, Clerk of the Orphans' Court, in accordance
with Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its certification required by Rule
5.6(e), Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e),
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on JUNE
21, 2004, and that the ten (10) day notice to file the certification has expired. Accordingly, in
accordance with Rule 5.6(e) the Court is hereby notified of such delinquency and the
undersigned requests that a Court conduct a hearing to determine whether sanctions should be
imposed upon the delinquent personal representative or counsel for the delinquent personal
representative.
Clerk of the Orphans' Court~ 0 ~
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
,
A hearing is scheduled for at in Courtroom No. 3. If the Certification of Notice is
filed prior to the hearing date, the hearing will automatical~~.~tV~
George I~ ff~r, l~.J.-' [
Name of Decedent:
Date of Death:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Robert M. Hall~ III
3/8/2004
Will No. 2 1-2004-242 Admin. No.
To the Regis~r:
I certify that notice of (beneficial ~nterest) ~ 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 3/16/2004
Marne
Anne H. Shields,
Richard M. Hall,
Ad.ess
265 Gover Lane, Halfway~ Oregon 97834
1727 Cedar Park Road, Annmpolis, Maryland 21401
Randall M. Hail, 21Highfield Court~ Cockeysville, Maryland 21030
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Name Henry B. Peck, Jr.
Address 304 West Pennsylvania Avenue
Towson, Maryland 21204
Telephone( ) 410-321-7037
Capacity: x Personal Representative
Counsel for personal representative
BUREAU OF INDZV'rDUAL TAXES
TNHERTTANCE TAX DTVTSTON
DEPT. 280601
HARRTSBURG, PA 171Z8-0601
JAN M WILEY ESQ
THE WILEY GROUP
I S BALTIMORE ST
DILLSBURG
COHMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF TNHERITANCE TAX
APPRA/SEMENT, ALLOt~ANCE OR D/SALLOHANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUNBER
~ ~NTY
PA 17019
10-25-ZO0q
CHRISE
0~-07-Z003
21 03-OZql
CUMBERLAND
101
Amount Remitted
REV-l;4? EX AFP (01-03)
BLAINE E
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS L/NE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF ZNHERZTANCE TAX APPRAZSEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CHRISE BLAINE E FILE NO. 21 05-02ql ACN 101 DATE lO-25-ZOOq
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVAT/ON CONCERNZNG FUTURE 1NTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
q. Mortgages/Notes Receivable (Schedule D) (q)
$. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Tote1 Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expanses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Nat Value of Tax Return
125/q86.34
.00
.00
.00
153/116.52
.00
55/0q6
53,573.88
5~656.11
(11)
(12)
13.
lq.
NOTE:
ASSESSNENT OF TAX:
15. Amount of Line lq at Spousal rate
16. Amount of Line lq taxable at Lineal/Class A rate
17. Amount of Line Zq mt Sibling rate
18. Amount of Line lq taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
I PAYMENT RECEIPT
{ DATE I NUMBER
Charitable/governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15}
Net Value of Estate Sub,~ect to Tax (lq)
:If an assessment Nas issued previously, lines 14, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to date.
(is) .00 x O0 :
(16) 25q,q19.31 x OqS:
(17) . O0 X 12 :
(18) .00 x 15 :
(19)=
DISCOUNT (+)
INTEREST/PEN PAID (-)
339.89-
AMOUNT PAID
11,952.07
TOTAL TAX CREDIT
BALANCE OF TAX DUEI
[NTEREST AND PEN.I
TOTAL DUE
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADD/TIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
313,6q9.30
59.229.99
25q,q19.31
.00
25q,q19.31
18 and 19 will
.00
11,qq8.87
.00
.00
11,4q8.87
11,612.18
163.31CR
.00
165.31CR
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION:
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral} beneficiaries of the decedent after the expiration of any estate for
life er for years, the Commonaoalth hereby expressly reserves the right to appraise end assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on tho reverse side.
--Make check or money order payable to: REGISTER OF HZLLS~ AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of tho Register of Nills, any of the 25 Revenue DJstrlct Offices, or by calling the special Z4-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers eith special hoarlng end / or
speaking needs: 1-800-447-3020 iTT only).
Any party in interest not satisfied with the appraisement, alloeance, or disalloaance of deductions, ar assessment
of tax (including discount or interest) as shown on this Notice must object wlthin sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. Z&ZOZ1, Harrisburg, PA 17128-1021,
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
OR
Factual errors discovered on this assessment should be addressed in eriting to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" £REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (52) discount of
the tax paid is allowed.
The 152 tax amnesty non-participation penalty is computed on the total of the tax and lntorest assessed, and not
paid before January 18, 1996, the flrst day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in tho the same tiao period as you mould appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to tho date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6X) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent an and after
January 1, 1982 will bear interest at a rate ahich gill vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2004 are:
Interest Daily Interest Daily
Year Rate Factor Year Rate Factor
~ ZOZ .000548 1968-1991 XXZ .000301
1983 167. .000438 1992 97. .000247
1984 1XT. .000301 1993-1994 77. .000192
1985 137. .000356 1995-1998 97. .000247
1986 107. .000274 1999 77. .000192
1987 107. .000274 2000 77. .00019Z
--Interest is calculated as folloes:
INTEREST = BALANCE OF TAX UNPAID
Interest Daily
Year Rate Factor
~ 9X .000247
2002 67. .000164
2003 57. .000137
2004 47. .000110
X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent alii reflect an interest calculation to fifteen (15) 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.
Henry B. Peck, Jr.
David C. Haile
HAILE & PECK
ATTORNEYS AT LAW
304 West Pennsylvania Avenue
Towson, Maryland 21204-4424
(410) 321-7037
FAX: (410) 938-2231
Waiter R. Haile
Of Counsel
via DHL
December 7, 2004
Register of Wills for Cumberland County, Pennsylvania
1 Courthouse Square
Carlisle, Pennsylvania 17013-3387
RE: Estate of Robert M. Hall, III
File No. 21-04-00242
CO
Dear Folks:
Enclosed is a completed Form REV-1500 for the referenced decedent, along with
checks for the $15.00 filing fee and for the $28,167.80 tax computed to be due.
Please contact me if you require anything further before I distribute the estate to
the legatees under Mr. Hall's Last Will and Testament.
Thank you for giving this matter your attention.
Sinc~erelyj
Personal-Representative
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISSURG, PA 17128-0601
I-
Z
UJ
LU
~:oo
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 _ 04 00242
COUNTY CODE YEAR NUMBER
DECEDENTS NAME (LAS[ FIRS[ AND MIDDLE INITIAL)
Hall, Robed M. III
SOCIAL SECURITY NUMBER
216-56-4350
DATE OF DEATH (MM-nD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
03/08/2004 06/14/1947 REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, F~RST, AND M~DDLE INITIAL) SOCIAL SECURITY NUMBER
[]5. Federal Estate Tax Return Required
0_~ 8. Total Number of Safe Deposit Boxes
[~11. Ejection to tax under Sec. 9113(A)
r~]l. Original Return
r~4. Limited Estate
r~6. Decedent Died Testate (A~ac~ copy ofwlo
~]9. Litigation Proceeds Received
NAME
Henry B. Peck, Jr.
FIRM NAME tlr Applicable)
Halle & Peck, Attorneys
[~2. Supplemental Retum
~]4a. Future Interest Compromise (date of dealh alia' 12-12-82)
[~7. Decedent Maintained a Living Trust (Ar~e ~opy of yrus~)
J~l O. Spousal Poverty Credit (dao o~ dealh beh~ ~2-31-91 and 1-1-95)
~ELEPHONE NUMBER
(410) 321-7037
1. Real Estate (Schedule A) (1)
2. Blocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, ParMership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Pmporty (Schedule F) (6)
[~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Pmporty (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Cost~ (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (1 O)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
COMPLETE MAILING ADDRESS
304 West Pennsylvania Avenue
Towson, Maryland 21204
133,000.00~ F' O.FFtClAL USE ONLY
149,476.88~
0.00
0.00
58,013.90
0.00
0.00
(8) 340,490.78
34,664.51
71,094.59
(11) 105,759.10
(12) 234,731.68
(13) 0.00
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)
x .o_ (IS)
x .0_ (rtl)
234,731.68 x .12 (17)
x .15 (18)
(fg)
(14) 234,731.68
28,167.80
28~167.80
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
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
Decedent's Complete Address:
$¥~E¥ ADDRESS
902 Gobin Drive
ClTYCarlisle ISTATE PA I zIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditsJPaymenta
A. Spousal Poverty Credit
S. Prior Payments
C. Discount
3. IntereslJPenalty if applicable Total Credits (A + B + C )
D. Interest
E. Penalty
Total Interest/Penalty ( D + E )
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT,
Cheek box on Page 1 Line 20 to request a 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.
(f)
(2)
{3)
(4)
(5)
{SA)
(5B)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
28,167.80
28,167.80
28,167.80
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 b'ansferred; .......................................................................................... [] []
b. retain the fight to designate who shall use the properly 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 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 properly 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,
SIGNATII~Jr~r~ PERSOt'~:~'SPOI~I~L~r=~ FILING RETURN DATE
ADDRESS
304 West PSnnsylvania Avend~, Towson, Maryland 21204
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
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 ou 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 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 nataral parent, an adoptive parent,
or a stepporent of the child is 0% [72 RS. §9116(a)(1.2)].
The tax rate imposed on the net value of transfem to or for the use of the desedent's lineal benefidaries 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 desedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
indivfdual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1562 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Robert M. Hall, III
SCHEDULE A
REAL ESTATE
FILE NUMBER
21-04-0242
All real property owned so~ely or as a tenant In common must be repo~ted st fair market value. Fair market value is defined as the price at which property would be
exchanged between a wilting buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be dlact ceed on Schedule F.
ITEM
NUMBER
DESCRIPTION
House and lot situate in the 5th Ward of the Borough of Carlisle, Cumberland County, PA,
the improvements thereon being known as No. 902 Gobin Drive, in fee simple. Value based on
sale price. Title reference: Book 185, page 978.
VALUE AT DATE
OF DEATH
TOTAL (Aisc enter on line 1, Recapitulation ~ 133,000.00
(If more space is needed, insert additional sheets of the same size)
HUD - 1 UNIFORM SETTLEMENT STATEMENT OMB Approval No. 2502-0265
A U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SETTLEMENT STATEMENT
B TYPE OF LOAN 6. File Number: 7. Loan Number:
I. FHA 2. FmHA 392583
3. Conv. Unins. 4. VA 5. Conv. Ins. 8. Mortgage Insurance Case Number
C NOTE: This forints fumishedtogiveyouaststementofactualsettlementcosts. Amounts paid to and by the settlement agent are sbown. [temsmarked"(p.o.c.)"
were paid outside the closing; they are shown bert for informational purposes and are not included in ,be totals.
NOTE: TIN = Taxpayer's Identificabon Number
D NAME AND ADDRF. SS OF BORROWER: E. NAME, ADDRESS AND TIN OF SELLER: F. NAME AND ADDRESS OF LENDER:
J. Robert Weidemoyer Robert M. Hall Estate by
Elaine B. Weidemoyer Henry Peck, Jr.
15 Hillside Drive 902 Gobin Drive
Chalfont, PA 18914 Carlisle, PA 17013
G. PROPERTY LOCATION: H. SETTLEMENT AGENT NAME, ADDRESS AND TIN
902 Gobin Drive PAReal Estate Settlement Service
Carlisle, PA 17013 10 West Pomfret Street, Carlisle, PA 17013
PLACE OF SETTLEMENT 1. SETTLEMENT DATE
Parcel # 06-19-1639-003 155 South Hanover Street 07/15/2004
Carlisle, PA 17013
J. SUMMARYOFBORROWER'STRANSACTION K. SUMMARYOFSELLER'STRANSACTION
100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER:
101. Contract sales price 133,000.00 401. Contract sales price 133t 000.00
102. Personal property 402. Personal property
103. Settlement char~es to borrower (Line 1400) 4,3 7 0.4 0 403.
I04. 404.
105. 405.
Adjustments for items paid by seller in advance Adiustments for items paid by seller in advance
106. City/town taxes 406. City/town taxes
107. Countytsxcs07/15/2004-01/01/2005 343.40 407. Countytaxes07/15/2004-O1/O1/2005 343.40
I08. Assessmen~ 408. Assessments
109. 409.
II0. 410.
III. 411.
IIZ 412.
I20. GROSS AMOUNT DUE PROM BORROWER 13 7 r 713.8 0 420. GROSS AMOUNT DUE TO SELLER 1 33 ~ 3 4 3.4 0
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deposit or earnest money 2,000.00 501. Excess depos0
202. Principal amount of new loan(s) 502. Settlement cbarges to sc[Icr (Line 1400) 9, 7 8 9.6 8
203. Existing loan(s) taken subject to 503. Existing loan(s) taken subject to
204 504. Payoffoffirstmortgageloan Landisburq Bk 67,856.96
205. 505. Payoff`of'second mortgage loan
206. 506.
207 507.
208. 508.
209. 509.
Adiustmcnts for items unpaid by sc}lcr Adjustments for items unpaid by seller
210 Ciw/town taxes 510. City/town taxes
211. County taxes 51 I. County taxes
212. Assessments 512. Assessments
213. SchooL Taxes 07/01 to 07/15 70.80 513. S¢hool Taxes 07/01 to 07/15 70.80
214. 514.
' 2[6, 516.
218 518.
219 519.
220. TOTAL PAID BY/FOR BORROWER 2, 0 7 0. $ 0 520. TOTAl. REDUCTION AMOUNT DUE SELLER 7 7,7 1 7.4 4
300. CASll AT ~1~ I t LEMENT FROM/TO BORROWER / 600. CASH AT SETTLEMENT FROM/TO SELLER
601. Gross amount due to seller (Line 420)
302. Less amount paid by/for borrower (Line 220) 602. Less reduction in amount duc seller (Line 520)
135,643.00 603. CASH TO SELLER
301. Gross amount duc from borrower (Line 120) . 137,713.80 133,343.40
· 2,070.80 77,717.44
303. CASH FROM BORROWER 55, 625. 96
SELLER'S STATEMENT
Thc infom~ation contsined in Blocks E, G, H, and [ and on line 401 (or, if line 401 is asterisked, line 403 and 404) is important tax in£omlation and is being furnished Io the
Internal Rcvcnuc Service {see Seller Certification). If you arc rcquircd to file a return, a negligence penalty or otbcr sanction will bc imposed on you if this item is rcquircd
to bc reported and the IRS determines 0mt it has not been reported. You arc required to provide the Settlement Agent with your corrcct tsxpaycr identification number. If you
. do not provide the Settlement Agent with your correct taxpayer identification numbcr, you may be subject Io civil or criminal pena0ies imposed by law. Under penalties of
pcrju~, [ ccrtify that the number shown on tbis statement is my correct taxpayer idcntification nunthcr.
(Seller'sSignatur¢)' Robart ~. Hall Estate b~ ~llcrs'~gnatur~/ Henry Peck/Jr.
/
EASY SOFT, Inc. 2001 Previous editions are obsolete Page I form HUD-I (3/86) rcf Handbook 4305.2
L SETTLEMENTCHARGES
700. TOTAL SALES/BROKER's COMMISSION based on price $ 13 3,0 0 0.0 0 ~ 6,0 0 0 % PA]D FROM PAID FROM
J Division of Commission (line 700) as follows: BORROWER'S SELLER'S
! 70I.$ 7,980.00 to Wolfe & Shearer Realtors FUNDSAT FUNDSAT
702. $ SETTLEMENT SETTLEMENT
703. Commission paid at Settlement 7,980.00
704.
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
80 I, Loan Origination Fee $
802. Loan Discount
803. Appraisal Fee to
804. Credit report to
805. LendeFs Inspection Fcc
806.
807
808.
809
812
900. ITEMS REOUIRED BY LENDER TO BE PAID IN AD, VANCE
901 Interest from
902. Mortgage Insurance Premium for
903 Hazard insurance Premium for
904.
905.
1000. RESERVES DEPOSITED WITll LENDER
1001. Hazard insuranc~
1002. Mortgage insurance
1003. City Property Taxes
1004. County Property Taxes
1005. Annual assessments
1006.
1007.
100S. Aft~re~ate Accountin~ Adiustment 0, O0
I 100. TITLE CHARGES
I I 01. Scillcment or closing fee to
1102. Abstract or tide search Io Hive n Baird 100.00
1103. Title Examination to
104. Title insurance binder to
1105 Document preparation to Rominqer, Bavlev and Where 150.00
1106. Notary fees to Ann B. Sensenich 5.00 5.00
1107. Attomev'sfeestoRotainqer, Bayiev anti Where 150.00
(includes line numbers: 1101-1105
1108. TidelnsurancetoCTIC/PA Real Estate Settlement Services 1~023.75
I I09, Lender's coverage $
Ill0. Owner's coverage $ 133000.00
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording fees: Deeds 38.50 Mortgages Releases 38.50
1202. City/cnty lax/stamps: DeedSit 330.00 Mortgage $ it 330.00
1203. Slate tax/stamps: Deed $ 1 r 330.00 Mortgage $ 1,330.00
1300. ADDITIONAL SETTLEMENT CHARGES
130I. Survey to
1302. Pcstinsp~fiontoInterstate Termite & Pest Control 291.50
1303. Overniqht Fee to PA Real Estate Settlement Services 17.00
1304. Darlene Mover - Tax Collector - School Taxes 2004-2005 1,723.15
1305. Borouqh of Carlisle - Final Water & Sewer 16.18
1306.
1400. TOTAL SETTLEMENT CHARGES (enter on lines 103~ Section J and 502, Section K) 4 ~ 370.40 9 t 78 9. 68
CERTIFICATION: [ have carefully reviewed the HUD-I Setdemcnt Statement and to the best of my knowledge and belief, it is a true and accurate stalement of ail receipts and
disbursements made on my account or by me in this transaction, l further certify that I received gt'e~py of~e/~qUD4,g~enlement St.0 eo)en
Seller Robert M. Hall Estate by Dor~'/Oqver J. Robert W, ei, de/mf/yer
Seller Henry Peck Borrowe~' Elaine B. Weidemoyer
~ 07/15/2004
SettlemenlAgent PA RealEstate Settlement Services Date
EASY SOFT, Inc. 2001 Previous editions are obsolete Page 2 form HUD-I (3/86) ref Handbook 4305.2
REV-15'03 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Robert M. Hall, III
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21-04-0242
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
2
3
4
5
6
7
8
9
10
12
13
14
15
16
17
18
161.885 shs Allianca Bernste[n Technology Fund Class A @ 55.63
837.413 she American Capital Fund, Inc. Class A @ 18.065
1,110.574 shs Amedcan Mutual Fund, Inc. Class A @ 25.915
200 she Atmel Corp. @ 6.685
127.345 she Calamos Investment Trust Growth & Income Fund Class A @ 29.705
200 she Delphi Corp. @ 10.79
580.025 she Fidelity Adv Series I Small Cap Fund Class T @ 21.93
174 she Ford Motor Company @ 13.98
907.987 shs Fundamental Investors, Inc. Class A @ 30.7
294.323 she Income Fund of America, Inc. Class C @ 17.55
200 shs InterActiveCorp. @ 32.74
119 she John Hancock Wodd Funds Health Sciences Fund Class A @ 47.50
177.498 shs MFS Sedes Trust V Total Retum Fund Class A @ 16.02
214.874 shs Scudder Flag Investors Communications Fund, Inc. Class A @ 15.785
100 she Speedway Motorsports, Inc. @ 31.55
928.481 she Templeton Funds, Inc. Wodd Fund Class A @ 18.455
13 she Visteon Corp. @ 10.13
125 she Xcel Energy, Inc. @ 17.875
VALUE AT DATE
OF DEATH
9,005.66
15,127.87
28,780.53
1,337.00
3,782.76
2,158.00
12,719.95
2,432.52
27 875.20
5,165.37
6,548.00
5,652.50
2,843.52
3,391.79
3,155.00
17,135.12
131.69
2,234.38
TOTAL (Also enter on line 2, Recapitulation) I $ 149,476.88
(If more space is needed, insed additional sheets of the same size)
RIEV-I~08 EX+ (6-98) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Robert M. Hall, III
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-04-0242
Include the proceeds of litigation and the date the proceeds were receh/ed by the estate.
All property jointly.owned w~ right of survivorship muet be disclosed on Schedule F.
ITEM
NUMBER
2
3
4
5
6
7
8
9
DESCRIPTION
The Bank of Landisburg NOW account no. 707597
The Bank of Landisburg account no. 708372
cash on hand at date of death
tangible personal property, value based on sale price
The Harlford retirement account, death benefit payable to estate
Carlisle Productions, Inc., wages
The Digital Autobahn, Inc., balance due decedent
Alliance Bernstein money market funds
U.S. Treasury, 2003 tax refund
VALUE AT DATE
OF DEATH
1,724.80
1,818.46
159.00
7,322.45
38,448.59
1,004.20
3O0.00
5,253.40
1,983.00
TOTAL (Also enter on line 5 Recapitulation) $ 58,013.90
(If more space is needed, insert additional sheets of the same size)
EV-l§11 EX+ (12-99)
COMMONW~ALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Robed M. Hall, Ill
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-04-0242
Debts of decedent must be reported on Schedule L
ITEM
NUMBER DESCRIPTION AMOUNT
5.
6.
FUNERAL EXPENSES:
Hoffman-Roth Funeral Home
Louden Park Cemetery
ADMINISTRATIVE COSTS:
Persor~l Representative's Commissions
Name of Personal Representative(s) Henry B. Peck, Jr.
SocialSecudtyNumber(s)/EINNumberofPersonalRepresentative(s) 'J-~ .~/-~_o~
Street Address 304 West Pennsylvania Avenue
cily Towson stata MD zip 21204
Year(s) Commission Paid: 2004
Attorney Fees
Family Exemption: (If decedenPs address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State .Zip
RetatJonship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
see aEached
TOTAL (Also enter on Pine 9, Recapitulation) $;
(If more space is needed, insert additional sheets of the same size)
915.00
12,000.00
284.00
1,775.00
17,891.51
34,664.51
Estate of Robert M. Hall, III
File No. 21-04-0242
REV-1500, Schedule H
Attachment - Administrative Costs and Miscellaneous Expenses -
Clarke American, check orders 50.16
Janney Montgomery Scott, account fee 10.00
Cumberland County, real estate taxes 396.35
Cumberland County, school taxes 70.80
Borough of Carlisle, water and sewer 76.50
PPL Electric, utilities 491.07
Shawn L. Brickner, trash removal 343.00
Vicky Freeman, lawn care, cleaning and hauling 2,610.00
Michael R. Tomko, hauling 210.00
Pennsylvania Department of Revenue, 2003 tax 14.00
Wolfe & Shearer, Realtors, commission 7,980.00
Ann B. Sensenich, notary fee 5.00
Rominger, Bayley & Whare, document preparation 150.00
State of Pennsylvania, recording and transfer fees 1,330.00
Interstate Termite & Pest Control,
inspection and treatment 291.50
Richard Opfer Auctioneering, Inc.,
commissions and fees on sale of personalty 2,086.37
overnight fee to PA Real Estate Settlement Services 17.00
DHL, overnight fee to tax preparer 12.76
The Bank of Landisburg, mortgage interest 1.747.00
Total 17,891.51
REV-15?2 EX+ (~2-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Robert M. Hall,
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE UABILITIES, & LENS
FILE NUMBER
21-04-0242
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unrelmbursed medical expenses.
ITEM
NUMBER
2
3
4
5
DESCRIPTION
AT&T Wireless
Cadisle Regional Medical Center
Masland Associates, Inc.
Northside Veterinary Clinic
The Bank of Landisburg, mortgage account no. 1111167
VALUE AT DATE
OF DEATH
211.34
57.44
i92,56
70,602.25
71,094.59
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of ~he same size)
REV-15f3 EX+ (~O0)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Robert M. Hall, Ill
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21-04-0242
RELATIONSHIP TO DECEDENT
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s}
TAXABLE DISTRIBUTIONS [include outright spousal distribuiions, am~ transfers under
2
3
Sec. 9116 la) (1.2)]
Randall M. Hall, 21 Highaeld Court, Cockeysville, MD 21030
Anne H. Shields, 265 Gover Lane, Halfway, OR 97834
Richard M. Hall, 1727 Cedar Park Road, Annapolis, MD 21401
brother
sister
brother
AMOUNTORSHARE
Of ESTATE
117,365.84
58,662.92
58,682.92
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 AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART Il - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
(If more space is needed, insert additional sheets of the same size}
0.00
COPY
LAST WILL AND TESTAMENT
OF
ROBERT M. HALL, III
I, ROBERT M. HALL, III, of Cumberland County, Pennsylvania, do hereby make,
publish and declare this to be my Last Will and Testament, hereby revoking any and all Wills and
Codicils previously made by me.
ITEM ONE: I authorize and empower my Personal Representative, or his successor in
office, hereinafter collectively referred to in the plural to expend such stuns for my funeral and the
disposition of my bodily remains as, in the discretion of my Personal Representatives, shall be
reasonable and proper, without the necessity of obtaining an order of court approving the payment of
any such expenses. I direct that my bodily remains be cremated and the ashes interred in our family
plot at Louden Park Cemetery, Baltimore, Maryland.
ITEM TWO: I give, devise and bequeath all of the rest, residue and remainder of my
estate and property, including any property over which I may, at the time of my death, hold any power
of testamentary disposition, as follows:
A. Twenty-five percent (25%) thereof to my sister, ANNE H. SHIELDS, if she
survives me; if not, to her issue who survive me, per sti/-pes.
B. Twenty-five percent (25%) thereof to my brother, RICHARD M. HALL, i f
he survives me; if not, then pro rata per paragraphs A. and C. of this Item.
C. Fifty percent (50%) thereof to my brother, RANDALL M. HALL, if he
survives me; if not, to his issue who survive me, per stirpes.
ITEM THREE: I constitute and appoint my friend, HENRY B. PECK, JR., as Personal
Representative of my estate. If HENRY for any reason fails to qualify or continue to act as Personal
Representative during that period of time required for a complete administration of my estate, I
constitute and appoint my brother, RANDALL M. HALL, as such Personal Representative. I direct that
neither my Personal Representative nor his successor in office shall be required to furnish bond in
connection with the settlement of my estate except as may be required by law.
ITEM FOUR: I hereby confer on my Personal Representatives all powers and discretions
necessary or advisable to facilitate the administration of my estate, including all powers specifically
or implicitly granted by Maryland law, and also including the authority (1) to retain, divide, and
distribute all or any part of the assets of my estate whether in money or in kind, or partly in money and
partly in kind, (2) to sell or otherwise dispose of any asset of my estate at either public or private sale
and at such price and upon such conditions as they determine to be advisable and proper, (3) to pay or
compromise, in their discretion, any claim belonging to or against my estate, (4) to effect all
appropriate insurance, (5) to employ counsel and other agents required for the administration of my
estate, and (6) to invest and reinvest any or all of the assets of my estate in such investments as they
determine to be advisable and proper. My Personal Representatives shall not be liable for any act,
omission, or decision attributed to them while acting in good faith, excepting liability for willful
default or gross negligence. All powers, discretionary or otherwise, and all duties and immunities
V
conferred or imposed upon my Personal Representatives, herein or otherwise, shall be appurtenant to
the office, and shall devolve upon any surviving, remaining or successor Personal Representatives, to be
exercised fairly and in good faith without application to or approval of any court under whose
jurisdiction my estate may be administered.
IN WITNESS WHEREOF, I hereuntoset myhand and affix myseal this ~--~ '~- day--
ROBERT M. HALL, III
The within instrument, consisting of two (2) pages, of which page two (2) was signed by
ROBERT M. HALL, IIL was SIGNED, SEALED, PUBLISHED AND DECLARED by him in the presence
of both of us to be his Last Will and Testament; in addition, all pages except the page signed by the
Testator were initialed by him in our presence; at the same time we, in his presence, at his request, and
in the presence of each other, do hereby sign our names as attesting wi~tesses.
Address
Address
Witr]ess
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDLVIOUAL TAXES
DEPT 280601
HARRISBURG, PA 17128 0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 004710
PECK HENRY B JR
304 WEST PENNSYLVANIA AVENUE
TOWSON, MD 21204
ESTATE INFORMATION: SSN: 216-56-4350
FILE NUMBER: 2104-0242
DECEDENT NAME: HALL ROBERT M III
DATE OF PAYMENT: 12/08/2004
POSTMARK DATE: 1 2/07/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 03/08/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $28,167.80
TOTAL AMOUNT PAID:
$28,167.80
REMARKS:
SEAL
CHECK# 121
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISIDN
PO BOX 2150601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOHANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT DF TAX
?2
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-14-2005
HALL III
03-08-2004
21 04-0242
CUMBERLAND
101
HENRY B PECK JR
HAILE & PECK ATTYS
304 W PENNSYLVANIA AV
TOWSON MD 21204
Allount Remitted
*'
REV-1541 EX AfP Cl2-04)
ROBERT
M
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:r!""'.!"..AFp..r~1":6!r.NaT.icE.'ij'F.j;NHEl'tifAiI'cl.Y'AlI.A'lI'J5RAf'SEil'ENi~..ALL.'ij'WANCE.OR.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HALL III ROBERT M FILE NO. 21 04-0242 ACN 101 DATE 02-14-2005
TAX RETURN WAS: (X I ACCEPTED AS FILED
I CHANGED
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rat. (17)
18. Allount of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
.00 X 045 = .00
234,731.68 X 12 = 28,167.80
.00 X 15 = .00
1191= 28,167.80
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule Bl
3. Closely Held stock/Partnership Interest (Schedule CJ
4. Mortgages/Notes Receivable [Schedule DJ
5. Cash/Bank Deposits/Misc. Personal Property [Schedule El
6. ~ointly Owned Property [Schedule Fl
7. Transfers [Schedule Gl
8. Total Assets
III
(21
(31
(41
(51
(61
(71
133.000.00
149.476.88
.00
.00
58.013.90
.00
.00
(BI
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule Hl
10. Debts/Mortgage Liabilities/Liens [Schedule Il
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequestsi Non-elected 9113 Trusts [Schedule ~l
14. Net Value of Estate Subject to Tax
[91
1101
34,664.51
71. 094.59
(111
1121
1131
114J
NOTE: To insure proper
credit to your account,
submit the upper portion
of this for. with your
tax payment.
340,490.78
10~.7~9 10
234,731. 68
.00
234,731.68
rAmen. '" AMOUNT PAID
DATE NUHBER INTEREST/PEN PAID [-I
12-07-2004 CD004710 .00 28,167.80
TOTAL TAX CREDIT 28,167.80
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATIDN OF ADDITIDNAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT'" [CRl, YOU MAY BE DUE
A REFUND. SEE REUERSE SIDE OF THIS FORM FOR INSTRUCTIONS.]
Cumberland Councy - Regiscer Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/02/2006
PECK HENRY B JR
304 WEST PENNSYLVANIA AVENUE
TOWSON, MD 21204
RE: Estate of HALL ROBERT MIll
File Number: 2004-00242
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:
3/08/2006
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~ ~
' . .."" .-:.f' ./
~:, ,~" J ,
"..,.A~!~~;.r..,/ .~ k ,.' ,
//
GLENDA FARNER STR~SEAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
HAILE & PECK
ATTORNEYS AT LAW
304 West Pennsylvania Avenue
Towson, Maryland 21204-4424
(410) 321-7037
FAX: (410) 938-2231
Walter R. Haile
1913-2005
Henry B. Peck, Jr.
David C. Haile
Carrie M. Peck Tomko
March I, 2006
Register of Wills for Cumberland County
One Courthouse Square
Carlisle. Pennsylvania 17013
RE: Estate of Robert M. Hall, III (File No. 21-04-00242)
Dear Folks:
Pursuant to your recent request, enclosed please find a Status Report under Rule
6.12 to be filed in the referenced estate. Please contact me if you need anything further.
Thank you for giving this matter your attention.
Sincere)y,'1
~.fl4! fV
C-J
Henry B. Peck, Jr.
Personal Representative
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STATUS REPORT m\luER RlTLE 6.12
Name of Decedent: (.... (; trL y ~l Jv... \..\ V\ \ I \ \
Date of Death: ~(>v. U\- \{ I 'Yvv ~
E tat N "'j.. \ .' (.I 4 - () G'2. .?\"'"
. s eo.:
.
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State wpether administration of the estate is complete:
Yes 0 No 0
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. ~~~ 0 pe~~Ikfpresentative file a fInal account with the CoUrt?
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the perso~epresentative state fu"1 aCCOlli"lt informally to the parties in
interest? Yes l.{1 No 0
c. Copies of receipts, releases, joinders and approval of formal or liuormal
accounts may be flied with the C)erlc r:I-.i /th~Orp s' Court and may be
attached to this report. lL/~;:/__
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Date:
\.~'1 h, y'(~ .)1:'-.
Name
1-,.~b\ VV~A 'V Q.N- '"'t)\.-v ~ I_~vv'k
Address '\ '^l'vSOv'l M n, j,., 7. U 4-
?\\ o. Z, t..- \ . '1 v 2,1
Telephone No.
C~pacity: [0'Pei."s0ilal ReFIeser,c2.cive
o CouDse.l for peTsorlal represer.!.tative
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