HomeMy WebLinkAbout01-0855
PETITION FOR GRANT OF LETTERS
Estate of NELLIE M. CHAMBERLIN No..cQl- 0 \ - 8 s.s-
also known as
NELLIE M. CHAMBERLIN
I Deceased
Social Security No. 205095382
CHALMER L. CHAMBERLIN and MARTHA COLDSMITH
Petitioner(s). who islare 18 years rI age or older. appIy)ies) for :
(COMPLETE "A" OR "B" BELOW:)
@
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut ORS named in the Last Will of the
Decedent, dated 1/30/91 and codicil(s) dated
State relevant circums1ances. e.g.. renunciation. death of executor. etc
Except as follows. Decedent did not marry, was not divorced and did not have a chilcl born or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incapacitated:
o
B. Grant of Letters of Administration
(c.ta.. d.b.n.c.ta.: pendente lite, durante absentia: durante minoritate)
Petitioner(s) after a proper search haslhave ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
I
Name
Relationship
Residence
I
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with his/her last family or principal
residence at 121 WALNUT BOTTOM RD., SHIPPENSBURG TOWNSHIP, SHIPPENSBURG, PA 17257
(list street, number and municipality)
Decedent, then 91 years of age, died AUGUST 11 ,2001, at 121 WALNUT BOTTOM RD, SHIPPENSBURG, PA
(Location)
Decedent 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 ........................................................................................ $
Total ..................................................................................................................... $
1,600.00
1,600.00
Real Estate situated as follows:
Wherefore. Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in
the appropriate form to the undersigned:
Typed or printed name and residence
CHALMER L. CHAMBERLIN
5955 MICHAELE DR. ENOLA PA 17025
MARTHA COLDSMITH
1077 MAYAPPLE DR. SHIPPENSBURG PA 17257
\1-<6- 5'
Oath of Personal Representative
Commonwealth of Pennsylvania
County of CUMBERLAND
The Petitioner( s) above-named swear( s) and affirm( s) that the statements in the foregoing Petition are true
and correct to the best of the knowtedge and belief of Petitioner( s) and that, as personal representative( s) of the
Decedent, Petitioner(s) will well and truly administer the estate according to law.--
Sworn to and affinned and subscribed -
. . CHAL~ER'IL. CHAMBE~L1~ 7 I ~;..
before me th: 17TH day of . ~~ .JriL1-L-LL
i::;~' L ~(b~THACOLDS. MITH \
MARY C LEWIS un._;&f~ (!~
DECREE OF REGISTER
Estate of N~l-L1E M CHAMBERLIN
also known as
Deceased
21 - 01 - 855
No.
Social Security No: 205095382 Date of Death: 8111/01
AND NOW, SEPTEMBER 18 2001 , in consideration of the Petition on the
reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters IX! Testamentary 0 of Administration
((c.ta.. d.b.n.c.t; penden1e lite; durante absentia; durante minoriate)
are hereby gran~ to CHALMER L. CHAMBERLIN AND MARTHA COLDSMITH
in the above estate and that the instrument(s), if any, dated JANUARY 30. 1991
described in the Petition be admitted to probate and filed of record as the Last Will of Decedent
Attorney: SALLY J. WINDER
1.0. No: 24705
Address: 701 E KING ST.
SHIPPENSBURG
TOTAL .............................$ 39.00 Telephone: 717 532 9476
DATE FILED: 9/17/01
Mailed letters to attorney on 9-18-01
FEES
Letters ....................................
Short Certificates( s) ...... U. L..
Renunciation ....:.....................
Extra Pages ( 2 ).. .. .. . :.. .. . ..
I. T. R............................. ~.........
JCP Fee ......~;.........................
Inventory............................... .
Other ........................ ..............
$
25.00
Register d Wills
Y CLEWIS
$
$
$
$
$
$
$
$
3.00
h nn
Signature
5.00
PA 17257
05.805 REV 9/86
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
Fee for this certificate, $2.00
p
7645529
~ !42-00(
Date
... 2Jff1
COMMONWEALTH OF PENNSYLVANIA e DEPARTMENT OF HEALTH e VITAL RECORDS
CERTIFICATE OF DEATH
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DATE OF IHJUIlY
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REGISTRAR'S SlOHATUfIE AND Nt)
D
LAST WILL AND TESTAMENT
I. NELLIE M. CHk~BERLIN. being of sound mind, memory and
understanding, do make, publish and declare this my Last Will and
Testament. hereby revoking all prior wills and codicils made at any
time before by me.
FIRST: I direct that all my funeral expenses be paid as soon as
practical after my death.
SECOND: I give and bequeath to my son, Chalmer L. Chamberlin, the
sum of $8,000.00. If Chalmer L. Chamberlin should predecease me or if
we should die in a common disaster. then in that event I give and
bequeath the said sum of $8,000.00. to the wife of Chalmer L.
Chamberlin, Mary Chamberlin, per stirpes.
THIRD: I give and bequeath to each of my grandchildren, Gloria
Coldsmith Gardner, Rick Coldsmith. Michael Coldsmith, and Kerry
Chamberlin, the sum of $250.00.
FOURTH: The rest and residue of my estate, be it real. mixed or
personal. wherever and whenever situate, I give, devise and bequeath to
my children, Chalmer L. Chamberlin and Martha Coldsmith, to share and
share alike. in equal shares. per stirpes.
FIFTH: I nominate and appoint my children, Chalmer L. Chamberlin
and Martha Coldsmith. as the Executors of this my Last Will and
Testament.
H. ANTHONY ADAMS - ATTORNEY AT LAW - 128 EAST KING STREET, SUITE A - SHIPPENSBURG, PENNSYLVANIA 17257
IN WITNESS WHEREOF. I, NELLIE M. CHAMBERLIN, to this my Last Will
and Testament. set my hand and official seal. this~day of January.
1991.
{:!1dl'.R.. rWJ ( h~(SEAL)
Sworn to and subscribed. declared and
published by NELLIE M. CHAMBERLIN, as
her Last Will and Testament, and so
done in the presence of we the
witnesses, who sign at her request,
and in her presence, and in the
presence of each other.
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COMMONWEALTH OF PENNSYLVANIA:
:ss
COUNTY OF CUMBERLAND
I. NELLIE M. CHAMBERLIN, whose name is signed to the foregoing
instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my Last Will
and Testament: and that I signed it willingly; and that I signed it as
my free and voluntary act for the purposes therein expressed.
'111~.~(7~~
Sworn to and acknowledged, before me,
by NE~E M. CHAMBERLIN, the Testatrix.
this . /'1+Y1 day of January, 1991.
-lJ(} j P '/1(7J1(L/I 1.1 ~ \Aa5JfJ
Notary Public
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H. ANTHONY ADAMS - ATTORNEY AT LAW - 128 EAST KING STREET. SUITE A - SHIPPENSBURG. PENNSYLVANIA 172S7
I .
COMMONWEALTH OF PENNSYLVANIA:
:SS
COUNTY OF CUMBERLAND
We, H. Anthony Adams and Sharon Coleman Adams, the witnesses whose
names are signed to the foregoing instrument, being duly qualified
according to law. do depose and say that we saw the Testatrix sign and
execute the instrument as her Last Will and Testament; that she signed
willingly and that she executed it as her free and voluntary act for
the purposes therein expressed; that each of us in the hearing and
sight of the Testatrix signed the Will as witnesses, and that to the
best of our knowledge and the Testatrix was at the time at least
eighteen (18) or more years of age and of sound mind and under no
constraint or undue influence.
Sworn to and subscribed before me by.
H. Anthony Adams and Sharon Coleman Adams.
the witnesses. this ~day of January, 1991.
~ iYVIw' ~\ I
_ \ 'ilLL~ '-, rLll~
Notary Public
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H. ANTHONY ADAMS - ATTORNEY AT LAW - 126 EAST KING STREET, SUITE A - SHIPPENSBURG, PENNSYLVANIA 172S7
l
&
CERTIFICATION OF NOTICE UNDER RULE 5.6(al
Name of Decedent NELLIE M. CHAMBERLIN
Date of Death: 8/11/01
Estate No. 21 01 0855
SSN: 205095382
FileNo.
Date Letters Granted: 9/18/01
Will or Administration No. 21 01 855
To the Register:
I certify that Notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court Rules was served
on or mailed to the following beneficiaries of the above-captioned estate on 10/25/01
Address
5955 MICHAELE DR
ENOLA
1 077 MAYAPPLE DR
SHIPPENSBURG
PA 17025
Name
CHALMER L. CHAMBERLIN
MARTHA COLDSMITH
PA 17257
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: 10/25/01.
~~w~
SALLY J. WINDER
Name (Please type or print)
Address
701 EAST KING STREET
PA 17257
0::;,
I
SHIPPENSBURG
?
Telephone No. 7175329476
C'J
P
-
.........
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
WINDER SALLY J
701 E KING STREET
SHIPPENSBURG, PA 17257
u______ fold
ESTATE INFORMATION: SSN: 205-09-5382
FILE NUMBER: 21-2001- 0855
DECEDENT NAME: CHAMBERLIN NELLIE M
DA TE OF PAYMENT: 11/02/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 08/11/2001
NO. CD 000476
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $64.15
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$64.15
REMARKS: SALLY J WINDER ESQUIRE
CHECK# 9409
SEAL
INITIALS: DO
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
-y/?-?- 6-./
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG I PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
Recoraed
Re'" ;.' s.-I.l.n... '.
~'" c:;'
of
VVilIs
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-17-2001
CHAMBERLIN
08-11-2001
21 01-0855
CUMBERLAND
101
.01 ole 27 A10:1 Z
SALLV J WINDER
701 EKING ST
SHIPPENSBURG
PA g~~;iand col:O;;2
*
REY-1547 EX AFP n2-00)
NELLIE
M
Allount Rellitted
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
9.321.60
.00
.00
(8)
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE1 PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-,,=is4j-Ex--AF,--fi2'':O()Y-NoYicE--oF-'rNHERITAiicE-YAX-A-PPRAisiMENi'~--Ai:.LOWAirCE-Cri-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CHAMBERLIN NELLIE M FILE NO. 21 01-0855 ACN 101 DATE 12-17-2001
If an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. AlIOunt 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 rate (17)
18. AIIOunt of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
C D TS:
AY EN
DATE
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AdII. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitab1e/Governllental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
NOTE:
R C IPT
NUMBER
(-)
PAVMENT MUST BE MADE BV 05-11-2002*.
(9)
(10)
7,821.01
.00
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax pay.ent.
9,321.60
7 821 01
1,500.59
.00
1,500.59
(19)=
.00
67.53
.00
.00
67.53
(Schedule J)
.00 X 00 =
11500.59 X 045=
.00 X 12 =
.00 X 15 =
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
67.53
.00
67.53
. IF PAID AFTER DATE INDICATED1 SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
STATUS REPORT UNDER RULE 6.12
Date of Death:
N~~~lf. 1Yl. ChAYr1~EJf,LLJ
rly- JJ J ~fhJ
~
Admin. No.: 0\ - ~ 55
Name of Decedent:
Will No.:
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 whether administration of the estate is complete:
Yes [Xl No 0 I
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 NoD A-)f~f\)jf:7' LoI\~lO DoThfS
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 0 NoD
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report. ') ...JI ~ "j} _
Date:~O-6tj _rjj~~M~U~
Signature
C n It h m r R k, r!, h ltiYl.g ~ R- L tS
Name L ,~ \/
S9S ~ rn l C h A E E tv R ~ y e-
!N~~A ~A ltt<J~
Address
(717) 7~,".1 ;h~Ljg
Telephone No. .,;~3
'td "0"-" nI1>'..,
"" ;~\eueqUmo
':';fJa'!O
LfJ: LLtf [2 lnr li'O.
JoS/!k~!J() ~:;J2~B
Capacity: ~ Personal Representative
o Counsel for personal representative
,.
REV-1500 EX . (&<<l)
~'\_~_s-
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
*' PENNSYlVANIA
. DEP:::::UE
DEPT. 280601
~~G.PA171~1
DECEDENrS NAIooE (LAST. ARST. AND ..DOlE INITlAL)
CHAMBERLIN NELLIE M.
DATE OF DEATH (W-OO-VlS)
I-
Z
W
Q
W
(,)
W
Q
DATE OF BIRTH (WIDVea)
0811112001 04124/1910
(IF APPUCABLE) SURVMNG SPOUSE'S NAIooE (LAST. ARST. AND ..DOLE INITIAL)
OFRCIAI. USE eN.. y
-
t:..
---
FLE NUMBER
ex \ - 0 \- C 0 8 S 5
'"'55lMTv"'COiiE'" -YEAR- - - iiiiiER- -
SOCIAl SEaJRITY NU~R
205-09-5382
THI5 RETURN IIJST lIE FI.ED.. DUPlICATE WITH TIE
REGISTER OF WILLS
SOCIAl SECURITY NUIlIlER
au
to-
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U DC~
au lLu
:coo
U DC...I
till
C
00 1. ~ilal Relum
o 4. I.iniild EsIate
o 6. Decedent Died TesIate (AII;Eh copy d WI)
o 9. Uiga1ion Proceeds Received
o 2. SuppIemen1al Return
o 4a.Futureln1ereSt~(_d~"12-12~
o 7. Decedent Mai11ained a Living Trust (AII;Eh ClIpY d TrI.ISI)
o 10. Spousal Poverty Credit to. d deaIh ~ 12-31-91 ;nj 1.1-95)
o 3. Remai1def Return (cIIlIld"'pnar~ 12-1~
o 5. Federal EsIate Tax Relum Requied
_ 8. Total Number of Safe Deposit Boxes
o 11. EIedion ~ lax under See. 9113(A) lAlIil:Il ScII 0)
'DE SEC1ION MUST BE COIIPLETED. ALL CORRESPONDENCE AND CONF1DENTIAl. TAX INFORIIAllON SHOUlD BE ___ICU TO:
NAJ.E COMPLETE MAIUNG ADDRESS
SALLY J. WINDER 701 EAST KING STREET
ARM tW.E (If Applicable)
to-
Z
au
Q
z
o
IL
10
au
DC
DC
o
U
TElEPHONE NUt.eER
SHIPPENSBURG
OFFICIAL USE ONLY
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(,)
w
a:::
1. Real ESa1e (Schedule A) (1)
2. SD:ks and Bonds (Schedule B) (2)
3. Closely Hekl Corporation, Partnership or SoIe-ProplieDship (3)
4. MorMes & NoIBs RealivabIe (Schedule D) (4)
5. Cash. Bank Deposits & MisceIaneoos Personal Property (5)
(Sd1eduIe E)
6. JoiltIy Owned Property (Schedule F) (6)
o SeparaE BiIing Requesled
7. Inter.VIVOS Transfers & MisceIaneoUs ~ Property (7)
(Schedule G or L)
8. Total Gross Assets (i>IaIli1es 1-7)
9. Funeral Expenses & Adminis1ra1ive Cosls (Schedule H) (9)
10. DebIs of Decedent. ~ Liabilities. & Liens (Schedule I) (10)
11. Total Deductions (toIaI Liles 9 & 10)
12. Net Value of EmIiI (Lile 8 minus Lile 11)
PA 17257
~
9,321.60 .::t:>
(8)
9.321.60
7,821.01
13. ChariIabIe and Govemmenlal Beques15lSec 9113 TIUS1S for which an eIedion 10 tax has not been (13)
made (Schedule J)
14. Net V... Subjlc:t1D Tax (Lile 12 minus Lile 13)
SEE INSTRIJCTIONS ON REVERSE SI)E FOR APPUCABLE RATES
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o
i=
c(
I-
:;)
a.
:IE
o
(,)
~
I-
15. Amount of li1e 14 1axabIe at !he spousal lax
raE, or transters under See. 9116 (a)( 12)
16. Amount of li1e 14 1axabIe at lineal ra1e
x .0_ (15)
1,500.59 X .04.5 (16)
17. Amount of Lile 14 taxable at sibling rate
X .12 (17)
X .15 (18)
(19)
18. Amount of li1e 14 1axabIe at coIIatefal rate
19. Tax Due
20. D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
(11)
(12)
7,821.01
1,500.59
(14)
1,500.59
67.53
67.53
Decedenfs Com lete Address:
STREET ADORESS
121 WALNUT BOTTOM ROAD
CITY
SHIPPENSBURG
Tax Payments and Credits:
1. Tax Due (Page 1 Uoe 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Disalunt
STATE
PA
ZIP
17257
(1 )
67.53
338
3. Interest/Penalty if applicable
D. Interest
E. Penaty
Total Credits (A + B + C)
(2)
3.38
TotaIlnterestJPenalty ( 0 + E) (3)
4. If Una 2 is greater than Uoe 1 + Uoe 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 10 request a refund (4)
5. If Uoe 1 + Uoe 3 is greater than Uoe 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
8. Enter the total ci Uoe 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
PlEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN .X. IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income ci the property transferred; ........................................................................... 0 00
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 00
c. retain a reversionary interest; or ...................................................................................................... 0 00
d. receive the promise fer life ci either payments, benefits or care? ............................................................. D 00
2. If death cx:curred after December 12, 1982, did decedent transfer property within one yeac of death
without receiving adequate consideration?................ ......... ........... ........................ ...... ............................. D 00
3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. D 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ............................. ......... ................ ................. ........ ..... ................... D 00
64.15
64.15
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPlETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
IAlder penaIli8& of~, I decIae I1at I hiM! exanined 1his reIUm, including llCCOIllllIlying schedules and staIemenIs. and Illhe best of my knowledge and belief. it is 1rue. correct and
lXll11llele.
0ecIir.lli0n of pI1lpinr oIher lhcr1lhe personci Illp1ISeIIliiIi is based on all inbmaIion of which prl!pift!l" has alY knowledge.
SlGNAru~~PER~RE~~~~GRETUR~ /J - ~/J CA~ pATE /
~~A~~~ IfltJ/t:tiJq ./7..l.,(P~ II (Io(
ADORESS0'5~ J;rv;j~Jh 1).( fNf~ t4- ( .
~~0liU~TIVE, .. - DATEfl 1/ t 6 f
7~1 e ~j fr fPurfY~t~ fA 11)-t:;1
For dates ci 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.$. ~116 (a) (1.1) (i)).
For dates ci 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. 99116 (a) (1,1) (iill.
The stalJJte does not exemot a mster to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural pcrent, an adoptive pcrent,
or a steppa'ent ci the child is 0% [72 P.S. 99116(aX1.2)).
The tax rate imposed on the net value of transfers to or fer the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(aX1)).
The tax rate imposed on the net value of transfers to or fer the use of the decedenfs siblings is 12% [72 P.S. 99116(a)(1.3)). A sibling is defined, under Section 9102. as an
individual who has at least one pcrent in common with the decedent, whether by blood or adoption.
__D.~ *
COMMONWEAI..TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATEOF
CHAMBERLIN NELLIE M
IrdJde the proceeds of IiIigation and the _the proceeds were received by the estate. All property jointly~ with the right of survivorship must be disdosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. ALLFIRST bank checking account 00971~011-3 in the name of decedent 1,633.00
FIlE NUMBER
2.
SHIPPENSBURG HEALTH CARE CENTER. personal account balance
340.00
3.
ORRSTOWN BANK, burial trust account, balance as of date of death
7,348.60
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
9.321.60
-.,"".,,.,, *'
ccu.tONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATEOF
FILE NUMBER
CHAMBERLIN NELLIE M
DebIs of decedent must be reported on Schedule L
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
2.
FUNERAL EXPENSES:
FOGElSANGER-BRICKER FUNERAL HOME, INC., funeral expense
FUNERAl DONATION FOR RECEPTION OF FRIENDS AND FAMilY
6,701.90
100.00
B. ADMINISTRATIVE COSTS:
1. PersooaI Representative's Commissions
Name of PeISOllal Representative (s) CHAlMER l. CHAMBERLIN 466.11
Social Security Numbef(s) I EIN Number of PefSOOal Representative(s)
S1J1let Address 5955 MICHAElE DRIVE
City ENOLA State P A Zip 17025
Year(s) Commission Paid: 2001
2. AIIDmey Fees SAllY J. WINDER 500.00
3. Family Exemption: (If decedents address is not the same as claimants, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Clainant ., Decedent
4. Probate Fees REGISTER OF WillS, letters $39, filing return $14 53.00
5. Aa;oumanl's Fees
6. Tax Return Prepare(s Fees
7.
TOTAl (Also enter on line 9, Recapitulation) $
7 821.01
(If more space IS needed, Insert additional sheets of the same SIZe)
_~a.,~ '*
cnAotONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
- ItIJ tlJl=l I 11= M
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. CHALMER L. CHAMBERLIN SON ONE-HALF NET
5955 MICHAElE DRIVE
ENOLA. PA 17025
2. MARTHA COlDSMITH DAUGHTER ONE-HALF NET
1077 MAYAPPLE DRIVE
SHIPPENSBURG, PA 17257
ENTER DOlLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
ll. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART n - 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)
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/08/2004
WINDER SALLY J
9974 MOLLY PITCHER HIGHWAY
SHIPPENSBURG, PA 17257
RE: Estate of CHAMBERLIN NELLIE M
File Number: 2001-00855
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 will become delinquent on: 8/11/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc:
File
Personal Representative(s)
Judge
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/08/2004
CHAMBERLIN CHALMER L
5955 MICHAELE DRIVE
ENOLA, PA 17025
RE: Estate of CHAMBERLIN NELLIE M
File Number: 2001-00855
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 will become delinquent on: 8/11/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/08/2004
COLDSMITH MARTHA
1077 MAYAPPLE DRIVE
SHIPPENSBURG, PA 17257
RE: Estate of CHAMBERLIN NELLIE M
File Number: 2001-00855
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 will become delinquent on: 8/11/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
Name of Decedent:
STATUS REPORT UNDER RULE 6.12
Date of Death:
Will No.:
Admin. No.:
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 whether administration of the estate is complete:
Yes [] 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?
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 [--1 No [i]
Date:
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report. ,('1l/.2 _. P~_. _ ~j~f~,~ &~,__.,
Signature
Address
Telephone No.
Capacity: ~ Personal Representative
['~ Counsel for personal representative