HomeMy WebLinkAbout03-0044 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of' /~-' /~/ ~..~e,,-- No.
also known as To:
Register of Wills for the
Deceased. County of in the
Social Security No..~ c~ c/' / 2-- c/" .y~ / . Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is.~ 18 years of agar an the execut/,~;/ named
in the last will of the above decedent, dated /
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in ~c~a~--~-~ County, Pennsylvania, with
h_z~, last family or principal residence at C°~''~c~ ~~;
(list street, number and muncipality)
Dece,n~ent, then __ ~/ years of age, died /~e.z~ / /
at ft-6-~-~'~ ~-~ ~,~.-~z.c~-~
Except as follows, decedent did nO~Zmarry, 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 $ ~_.6
(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 request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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 thc knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirme~l, and subscribed (-X-<~5--~-~°~ tD~'~q-- ~
bef~m~e this /_~--t:a~ day of ~ ':J ~'
Estate Of /-/'~/a~/ /-/ ~-~-~ , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~{ff~)~- /'~ 3~:2:L.~, in consideration of the petition ori
the reverse side hereof, satisfactory proof having been~resented 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
are hereby granted to ~_a~.nt~e,A/~/ ~.
Register of Wi
FEES
Probate, Letters, Etc .......... $ ~.~
S.hort~Certificates( ) ...' .......$ t~,~ ATTORNEY (Sup. Ct. I.D. No.)
c~atlon ................ $.
$ ~'~:~ ADDRESS
TOTAL ~
File~.. ,/.~, .... ~~ ......
PHONE
This is to certify that the information here given is correctly copied fi'om an original certificate of death duh' filed with mc as
l,ocal Registrar. The original certificate will be. forwarded to the Sta~c Vital Records Office fbr pcrmancnt filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00 ~," k\1}{ 0F ~.
/~ ~,,, ~ ,.~_~ ~ -
DEC 1 8 2002
No. ~ l )~,:
~05.~,1 Re, Wa? COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
! NAME OF DECEDENT {F~sl M,dOe aa.~) ISEX JS~IAL SECUR~ NUMBER IDATE OF ~TH ,MO~. ~t. ~r~
"~e~ HEL--'~N H. ~EDER ~,.Female ,. 209 __ 12 __ 9531 ~,. Dec. ] ], 2002
N~ OF ~H C~ 'OF DEATH FA I
Cumberland Middlesex Claret ~si~ & ~bili~ti~ ~nter
Nurse~ ~z~ Nursing Home ~ ~ ~'~ 8 ~'~' ~c~,
-,. ,z ,~. ,~. Widowed
· c~u~ ,~,.s,,,. Pennsylvania · ,~,~.~ South Middleton
65 Fairfield Street ,~S,~E
~'~ Cumberland ~' ~.~
Carlisle, PA 17013 ~,~.,
Moses Heberlig Effie Barrick
Gwen Sunday ~. ] Hoover Rd. iCarllsle, Pa ]70]3
~ ~ ~,,,. Dec. ]4, 2002 1~,~ Letort Cemetery 'l~,, Carlisle, Pa ]7013
IL,~'~U'~:~0O-L I,~%TE"~?~r~ 255 York ~. ~lisle, Pa 17013
~~'~' ,3~ ~.. ~1~- --
~m~m cm~m ~CAUSE IM~NER ~ ~H~ IM~, ~. ~)DATE ~ iNJURY TIME OF INJURY ImURY ~ ~RK?IDE~RISE ~ ImURY ~U~ED.
I
I
.........................
LAST WILL AND TESTAMENT
OF
HELEN H. REEDER
I, HELEN H. REEDER, a resident of Carlisle, Cumberland County,
Pennsylvania being of sound mind, memory and understanding, do
hereby make, publish and declare this to be my Last Will and
Testament, hereby revoking all Wills and Codicils heretofore made
by me.
ITEM 1: I direct that all my just debts, the expenses of my
last illness and funeral expenses be paid as soon after my decease
as the same can conveniently be done.
ITEM 2: I direct that there shall be paid out of my residuary
estate all estate, inheritance and like taxes together with any
interest or penalty thereon imposed by the government of the United
States, or any state or territory thereof, or by any foreign
government or political subdivision thereof, in respect to all
property required to be included in my gross estate for estate,
inheritance or like tax purposes by any of such governments,
whether the property passes under this Will or otherwise,
excluding, however, any property over which I have a taxable power
of appointment, provided, however, that no residuary beneficiary
shall by reason of this provision be denied the benefit of any
deduction, credit, favorable rate of tax or other benefit which by
law enures to such beneficiary.
HELEN H. REEDER
LAST WILL AND TESTAMENT
OF
HELEN H. REEDER
ITEM 3: I give, devise and bequeath all of the rest, residue
and remainder of my estate, real, personal and mixed, of whatsoever
kind and nature, and wheresoever situate at the time of my death,
in equal shares, unto my children, GWENDOLYN D. SUNDAY, GLAE D.
COYLE, HELEN C. WISE, and JACK E. REEDER, provided, however, that
they survive me and are living sixty (60) days after the date of my
death.
ITEM 4: If and in the event that a child of mine does not
survive me and is not living sixty (60) days after the date of my
death, then and in such event, I give, devise and bequeath the
interest in my estate, which such deceased child would have
received, if living, to the issue of said deceased child, per
stirpes.
ITEM 5: I hereby nominate, constitute and appoint my
daughter, GWENDOLYN D. SUNDAY, Executrix of this my Last Will and
Testament, with full power to do any and all things necessary for
the complete administration of my estate, and direct that no bond
or other surety is required of her in this or any other
jurisdiction for her performance of this office.
HELEN H. REEDER
LAST WILL AND TESTAMENT
OF
HELEN H. REEDER
If and in the event that my daughter, GWENDOLYN D. SUNDAY,
does not survive me and is not living sixty (60) days after the
date of my death, or does not complete her duties as Executrix,
then and in such event, I hereby nominate, constitute and appoint
my daughters, GLAE D. COYLE and HELEN C. WISE, Co-Executrices of
this my Last Will and Testament, with full power to do any and all
things necessary for the complete administration of my estate, and
direct that no bond or other surety is required of them in this or
any other jurisdiction for their performance of this office.
ITEM 6: If any provision of this Will or of any Codicil
hereto is held to be inoperative, invalid or illegal, it is my
intention that all the remaining provisions thereof shall continue
to be fully operative and effective, so far as is possible and
reasonable.
IN WITNESS WHEREOF, I, HELEN H. REEDER, the Testatrix, have to
this my Last Will and Testament, typewritten on four (4)
consecutively numbered pages, subscribed my name and affixed my
seal this~D ~ day of September, 1993.
LAST WILL AND TESTAMENT
OF
HELEN H. REEDER
Signed, sealed, published and declared by the above named HELEN H.
REEDER, as and for her Last Will and Testament, in the presence of
us, who have hereunto subscribed our names at her request, as
witnesses hereto, in the presence of the said Testatrix, and of
each other.
LAST WILL AND TESTAMENT
OF ·
HELEN H. REEDER :
ANTHONY L. DE:LUCA
ATTORNEY AT LAW
113 FRONT STREET
P.O. BOX 358
BOILING SPRINGS, PA 17007
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 002463
DELUCA ANTHONY D ESQUIRE
P O BOX 358 113 FRONT STREET
BOILING SPRINGS, PA 17007
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
........ fold ..........
101 $955.05
ESTATE INFORMATION: SSN: 209-12-9531
FILE NUMBER: 21 03-0044
DECEDENT NAME: REEDER HELEN H
DATE OF PAYMENT: 04/17/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 12/11/2002
TOTAL AMOUNT PAID: $955.05
REMARKS' GWENDOLYN DSUNDAY
C/O ANTHONY L DELUCA ESQUIRE
CHECK# 501
INITIALS: JA
SEAL RECEIVED BY: DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
· ~.-~ COMMONWEALTH OF REV- 1 500
~ PENNSYLVANIA
~~~ DEPARTMENT OF REVENUE
DEPT. 28060 INHERITANCE TAX RETURN
HARR.S,URC. PA 7 28-0 0 RESIDENT DECEDENT
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
H- Reeder, Helen H. 209 - 12 9531
:, -
I'~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR' THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
LU 1 2 / 1 I / 0 2 0 7 / 2 7 / 1 1 REGISTER OF WILLS
III (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
LU ~]1. Original Return [] 2. Supplemental Return [] 3. Remainder Return ((~ate of death prior to 12-t3-82)
~ ~: ~ ~ 4. Limited Estate r'~ 4a. Future Interest Comprom,se (date of death after 12-12-S2) [] 5. Federal Estate Tax Return Required
~oo,
o ,., ,,, ~ 6. Decedent Died Testate (Attach copy of Will) E~ 7. Decedent Maintained a Living Trust (Attach copy of Trust) -- 8. Total Number of Safe Deposit Boxes
< ~ 9. Litigation Proceeds Received [~ 10. Spousal Poverty Credit (date e, death between 12-31-9t and ~-t-gs) E~] 11. Election to tax under Sec. 9113(A)(Atteeh Sch O)
Z
"' NAME COMPLETE MAILING ADDRESS
z Anthony L. DeLuca 113 Front Street
O
a. FIRM NAME OfA~plie~ue) P O. BOX 358
"' Anthonv L. DeLu~; E~m]~r~
~ - ~ Boiling Springs, PA 17007
"" TELEPHONE NUMBER
o
~ 717-258-6855
1. Real Estate (Schedule A) (1) - 0 -
2. Stocks and Bonds (Schedule B) (2) I 8, 5 6 1 . 8 1
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) - 0 -
4. Mortgages & Notes Receivable (Schedule D) (4) - 0 -
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) - O- I '
~ (Schedule E)
6. Jointly Owned Property (Schedule F) (6) I 3, 415.88 '
,~ [] Separate Billing Requested
~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) - 0 -
~ (Schedule G or L)
,,~ 8. Total Gross Assets (total Lines 1-7) (8) $ 31, 9 7 7. 6 9
I.U 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 8,81 8.8 3
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 1 , 935 · 53
11. Total Deductions (total Lines 9 & 10) (11) 1 0, 7 5 ~. 3 6
12. Net Value of Estate (Line 8 minus Line 11) (12) 2 1, 2 2 3. 3 3
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) - O-
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 21 ~ 223. 33
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
Line 14 taxable at the spousal tax
1
5.
Amount
of
~._ rate, or transfers under Sec. 9116 (a)(1.2) x .0 (15)
16. Amount of Line 14taxable at lineal rate 21 , 223.33 x .o 45 (16) $955.05
17. Amount of Line 14 taxable at sibling rate x .12 (17)
~ 18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. TaxDue (19) $955 05
20. []
Decedent's Complete Address:
STREET ADDRESS
375 Claremont Drive
STATE ZIP
cl~ Carlisle PA 1701 3
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) $955,05
2. Credits/Payments - O-
A. Spousal Poverty Credit
B. Prior Payments 0
C. Discount - O- Total Credits ( A + B + C ) (2) - 0 -
3. Interest/Penalty if applicable
D. Interest - 0-
E. Penalty - 0-
Total Interest/Penalty ( B + E ) (3) - 0-
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 9 5 5 ~ 0 5
A. Enter the interest on the tax due. (5A) - 0 -
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 9 5 5,0 5
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .......................................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ............................................ [] []
c. retain a reversionary interest; or .......................................................................................................................... [] []
d. receive the promise for life of either payments, benefits or care? ...................................................................... [] []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. [] []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
ADDRESS · '
SIGN. 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 on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1)
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive paren
or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as a~
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX+ (12-85J -.
,~ SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
iNHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Helen H. Reeder
(Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value
which is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled
to buy or sell, both having reasonable knowledge of the relevant facts.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
]. NONE - 0-
TOTAL (Also enter on line 1, Recapitulation) S - 0-
(If more space is needed, insert additional sheets of same size.)
REV.1503 EX * (1-97)
~~ SCHEDULE B
COMMONW~LT.~OF PENNSYLV^NI^ STOC KS & BO N DS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Helen H. Reeder
All property jointly-owned with right of survivorship must be disclosed on Schedule F,
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 484.0106 shares common stock of Verizon Co~rp. 118,561.81
@ $38.35
TOTAL (Also enter on line 2, Recapitulation) %1 8,5 6 1.81
(If more space is needod, insert additional sh~ts of the same size)
REV-1507 EX+ (1-97)
SCHEDULE D
COMMONWEALTH OF PENNSYLVANIA MORTGAGES & NOTES
INHERITANCE TAX RETURN RECEIVABLE
RESIDENT DECEDENT
ESTATE OF FILE NUMBER Helen H. Reeder
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
~. NONE - 0-
TOTAL (Aisc enter on line 4, Recapitulation) $ - 0-
(If more space is needed, insert additional sheets of the same size)
~Ev.,~o8 E×. (~-.~ SCHEDULE E
~ CASH, BANK DEPOSITS AND
COMMONWEALTH OF PENNSYLVANIA MISCELLANEOUS
INHERITANCERESIDENT DECEDENT TAX RETURN PERSONAL PROPERTY Please Print or Type
ESTATE OF FILE NUMBER
Helen H.
(All property jointly-owned with the Right of Su~ivorship must be disclosed on Schedule F)
ITEM DESCRI~ION VALUE AT
NUMBER DATE OF DEATH
NONE -0-
TOTAL (Also enter on line 5, Recapitulation)
(Attach additional 8¥a" x 11' sheets if more space is needed.)
REV-I$O9 EX+ (12.88~
SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNEDPROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF J FILE NUMBER Helen H. Reeder
Joint tenant(si:
NAME ADDRESS RELATIONSHIP TO DECEDENT
A. GwendoZyn D. Sunday 1 Hoover Road Daughter
Carlisl&, PA 17013
Co
Jointly-owned property:
LETTER
ITEM FOR DATE
NUMBE.~ JOINT MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE OF
TENANT JOINT OF ASSET % INT. DECEDENT'S INTEREST
1. J 1990 Checking account at $26,831.76 50% 13,415.88
M&T Bank
TOTAL (Also enter on line 6, Recapitulation) S 1 3,41 5.8 8
(If more space is needed insert additional sheefs of same size)
REV-1511EX + (1-97)
SCHEDULE H
COMMONWEALTH~OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ABMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER Helen H. Reeder
Debts of decedent must be reported on Schedule I.
iTEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Ronan Funeral Home $6,687.00
255 York Road
Carlisle, PA 17013
2. Letort Cemetry - Grave 500.00
3. Ronan Funeral Home - Inscription on Memorial 150.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Secudty Number(s) / EIN Number of Personal Representative(s)
Street Address
City State Zip
Year{s) Commission Paid:
2. AE0meyFees Anthony L. DeLuca, Esquire 1 , 200.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State ~ Zip
Relationship of Claimant to Decedent
4, Probate Fees 8 8. 0 0
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Filing Fees for Inheritance Tax Return and Inventory 25.00
8. Legal Advertising - Cumberland Law Journal 75.00
9. Legal ADvertising - The Sentinel 93.83
TOTAL (Also enter on line 9, Recapitulation) $ 8,81 8.8 3
(If more space is needed, insert additional sheets of the same size)
.Ev.,.,2~x.,.,, ~ SCHEDULE I
COMMONWEALTH OF PENNSYLVANIA DEBTS OFDECEDENT,
IN,ER,TANCE T^× RETURN
RES,DE.TDECEDENT MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
Hele~ ~. ~eede~
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1. Wayne ~oss~ ~lo~s[ - Ylo~e~s $227.90
2. Cla~emo~t ~u~s~g a~d Rghab~11Ea[lo~ 1,667.47
Nursing ~ome ~oom a~ board
3. Noblle X-Ray - Ned~cal 40.16
TOTAL (AIso enter on line 10, Recapitulation) $ 1 ~ 935.53
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX + (1-97) ~ ~ ~
SCHEBULE J
COM ONVVEALTH OFPENNS LVAN,A BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Helen H. Reeder
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. Gwendolyn D. Sunday Daughter 25%
1 Hoover Road
Carlisle, PA 17013
2 Glae D. Coyle Daughter 25%
10 Gobin Street
Carlisle, PA 17013
3 Helen C. Wise Daughter 25%
65 Fairfield Street
Carlisle, PA 17013
4 Jack E. Reeder Son 25%
10028 Grove Drive
Port Richey, Florida 34668
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINE~ 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.
NONE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
-O-
TOTAL OF PART ]'[ - 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)
LAST WILL AND TESTAMENT
OF
HELEN H. REEDER
I, HELEN H. REEDER, a resident of Carlisle, Cumberland County,
Pennsylvania being of sound mind, memory and understanding, do
hereby make, publish and declare this to be my Last Will and
Testament, hereb~ revoking all Wills and Codicils heretofore made
by me.
ITEM 1: I direct that all my just debts, the expenses of my
last illness and funeral expenses be paid as soon after my decease
as the same can conveniently be done.
ITEM 2: I direct that there shall be paid out of my residuary
estate all estate, inheritance and like taxes together with any
interest or penalty thereon imposed by the government of the United
States, or any state or territory thereof, or by any foreign
government or political subdivision thereof, in respect to all
property required to be included in my gross estate for estate,
inheritance or like tax purposes by any of such governments,
whether the property passes under this Will or otherwise,
excluding, however, any property over which I have a taxable power
of appointment, provided, however, that no residuary beneficiary
shall by reason of this provision be denied the benefit of any
deduction, credit, favorable rate of tax or other benefit which by
law enures to such beneficiary.
HELEN H. REEDER
LAST WILL AND TESTAMENT
OF
HELEN H. REEDER
ITEM 3: I give, devise and bequeath all of the rest, residue
and remainder of my estate, real, personal and mixed, of whatsoever
kind and nature, and wheresoever situate at the time of my death,
in equal shares, unto my children, GWENDOLYN D. SUNDAY, GLAE D.
COYLE, HELEN C. WISE, and JACK E. REEDER, provided, however, that
they survive me and are living sixty (60) days after the date of my
death.
ITEM 4: If and in the event that a child of mine does not
survive me and is not living sixty (60) days after the date of my
death, then and in such event, I give, devise and bequeath the
interest in my estate, which such deceased child would have
received, if living, to the issue of said deceased child, per
stirpes.
ITEM 5: I hereby nominate, constitute and appoint my
daughter, GWENDOLYN D. SUNDAY, Executrix of this my Last Will and
Testament, with full power to do any and all things necessary for
the complete administration of my estate, and direct that no bond
or other surety is required of her in this or any other
jurisdiction for her performance of this office.
HELEN H. REEDER
LAST WILL AND TESTAMENT
OF
HELEN H. REEDER
If and in the event that my daughter, GWENDOLYN D. SUNDAY,
does not survive me and is not living sixty (60) days after the
date of my death, or does not complete her duties as Executrix,
then and in such event, ! hereby nominate, constitute and appoint
my daughters, GLAE D. COYLE and HELEN C. WISE, Co-Executrices of
this my Last Will and Testament, with full power to do any and all
things necessary for the complete administration of my estate, and
direct that no bond or other surety is required of them in this or
any other jurisdiction for their performance of this office.
ITEM 6: If any provision of this Will or of any Codicil
hereto is held to be inoperative, invalid or illegal, it is my
intention that all the remaining provisions thereof shall continue
to be fully operative and effective, so far as is possible and
reasonable.
IN WITNESS WHEREOF, I, HELEN H. REEDER, the Testatrix, have to
this my Last Will and Testament, typewritten on four (4)
consecutively numbered pages, subscribed my name and affixed my
seal this~D ~ day of September, 1993.
LAST WILL AND TESTAMENT
OF
HELEN H. REEDER
Signed, sealed, published and declared by the above named HELEN H.
REEDER, as and for her Last Will and Testament, in the presence of
us, who have hereunto subscribed our names at her request, as
witnesses hereto, in the presence of the said Testatrix, and of
each other.
COMMONWEALTH .OF PENNSYLVANIA '~ ss:
COUNTY OF CUMBERLAND ~
Gwendolyn D. .ql]n~x]
being duly sworn according fo Jaw, 'deposes and says fhafS he is
the Executrix of the Estate of Helen H.
late of South MIddle~_~~.p ., Cum~erJan~ Coun+y, Pa., 8ecea~e~ an~
her , %he saJ~ Executrix
within Js an jnven+ory ma~e ~y
o~ fhe eh+ire estate o~ sa;~ ~ece~en+, cons]s+Jng o{ aJJ +he personal prope~y an8 real
~he Commonwealth o~ Penn,syJvan[a, an~ fhaf fhe {Jgures opposite each ;fern o{ the Jnven+oty represen+ J%'s ~aJr yaJue
'~s o~ the ~afe o~ ~ece~en+s
.~ ~~ ~ ..an~ su~scr~e~ ~e{ore me,
Executor - AHm~frafor
oov.r
Address
I MARJORIE A. D~LUCA, ~ota~ Pub~c-
lSo~h Middleton Twp., Cum~rland.Co.
1 ~-~Y Commission Expires Nov. D~ her, 2 0 0 2
ate o{ Death 1
Day Month . . Year
INSTRUCTIONS
. An ~nvenfor~ musf be {~le~ w~fh;n +hree months a{fer appo~nfmen% o~ personaJ represenfaHve.
A suppJemenf ~nvenfory musf be ~;Je~ w~fh)n fh~y days o{ ~[scovery o{add~fionaJ assefs.
3. AJ~if)onaJ sheers may ~e affache~ as +o personaJfy or reaJ+y
See ArficJe iV, F;Juclaries Acf o~ 1949.
inventory of the real and personal estate of L./k
Helen H. Reed~_r deceased
1. 484.0106 shares of common stock of Verizon Corporation $18,561 81
2. Checking account at M&T Bank, Carlisle, PA 13,415 88
$31,977. 69
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Helen H. Reeder
Date of Death: December 11, 2002
Will No. 2 0 0 3- 0 0 0 4 4 Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on Apr i 1 3, 2 0 0 3 :
Name Address
Glae R. Coyle,. 10 Gobin Street, Carlisle, PA 17013
Gwendolyn D. Sunday, 1 Hoover Road, Carlisle, PA 17013
Jack E. Reeder, 10028 Grove Drive, Port Richey, Florida 34668-3401
Helen C. Wise, 65 Fairfield Street, Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except All have been given
Notice.
-'/ - '-5/ .... ?-- -~
Signature
Name Anthony L. DeLuca, Esquire
113 Front Street
Address P.O. Box 358
Boiling Springs, PA 17007
Telephone [/1 7) 2 5 8- 6 8 4 4
Capacity: ~ Personal Representative
X Counsel for personal representative
· Complete items 1, 2, and 3. Also complete
item 4 if Restricted Delivery is desired. [] Agent
· Print your name and address on the reverse
so that we can return the card to you. [] Addressee
· Attach this card to the back of the mailpiece,
or on the front if space permits.
1. Article Addressed to: D. Is delivery address different from i 17 [] Yes
If YES, enter delivery address below: I~ No
3. ~'vice Type
[] Oertified Mail [] Express Mail
[] Registered [] Return Receipt for Merchandise
[] Insured Mail [] C.O.D.
4. Restricted Delivery? (Extra Fee) [] Yes '
2. Article Number
(Transfer from service 7001 2510 0006 5862 1163
PS Form 3811, August 2001 Domestic Return Receipt 102595-02-M-0835
m
,13
~-1
ru
~ Postage $
=13
I.rl Certified Fee
Postmark
.11 Return Receipt Fee Here
I""1 (Endorsement Required)
Restricted Delivery Fee
(Endorsement Required)
Total Postage & Fees $
...............................
o /
r,- ..... ~ ................... : ..................................................................
JRD/June 30, 1992/17858
In Re: Estate of HELEN It REEDER : ORPHANS' COURT DIVISION
Late of SOUTII MIDDLETON TOWNSHIP : COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY
Estate No.: 21-03-44 : PENNSYLVANIA
:
: NO. 21-2003-44
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: GWENDOLYN D SUNDAY
Counsel for Personal Representative:
Date of Grant of Original Letters: 01-16-2003
Date of Delinquency Notice: 04-26-2003
The undersigned, Mary C. Lewis, Register of Wills, 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 Register of Wills on APRIL 26, 2003, 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.
Date: 05-16-2003 ~ nlxom ~~' k~ a,,--b,, D0r-Q .~
-~i~/l/~ RegiSter: Of~il~0 t- ~/
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for ~/~/_3.,~?t~3 at ~: ~ /3 ~Jrlla Courtroom No. 3. Ifthe
Certification of Notice is fiY6d prior to the hearing date, the hearing will automatically be
cancelled. ~
Georg
COMMONNEALTH OF PENNSYLVANIA
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TM
DEPT. 280&01
~RR[SBURG, PA 17128-0&01 NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX ~-~s47~"~
RC;~I~;; : i ~ DATE 06-16-2005
~i:.. ~i::. ESTATE OF REEDER HELEN H
DATE OF DEATH 12-11-2002
FILE NUMBER 21 0~-0044
'0} ~ ~ 20 ~' :~
'di COUNTY CUMBERLAND
ANTHONY L DELUCA ESQ ACM 101
115 FRONT ST Amount Remitted
PO BOX ~58
BOILING SPRGS
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS
REV-IB~7 EX AFP (01-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF REEDER HELEN H FILE NO. 21 05-00~4 ACM 101 DATE 06-16-2005
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON= ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 18t~1.81 credit to your account,
$. Closely Held Stock/Partnership Interest (Schedule C) (~) .00 submit the upper port/on
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00 tax payment.
6. Jointly Owned Property (Schedule F) (6) 1~I~1~.88
7. Transfers (Schedule G) (7)
8. Total Assets (8) $1,977.69
APPROVED DEDUCTIONS AND EXEMPTIONS: 8,818.85
9. Funeral Expenses/Adm. Costs/M/sc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO)
11. Total Deductions Cl1) ]~.7~.~
12. Met Value of Tax Return (12) 21,22~.~
15. Char/table/Governmental ~equests; Non-elected 9115 Trusts (Schedule J) C15) .00
lq. Net Value of Estate Subject to Tax C14) 21,225.33
NOTE: If an assessment ~as issued previously, lines 1~, 15 and/or 16, 17, 18 and 19
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of L/ne 14 at Spousal rate (15) .00 X O0 = .00
16. Amount of L/ne 14 taxable at Lineal/Class A rate (16) 21,225.$$ x 0~5 = 955.05
17. Amount of L/ne 14 at Sibling rate (17) .00 x 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due C19)= 9~5.0~
TAX CREDITS.
PAYMENT RECEIPT DISCOUNT C+)
AHOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-17-2005 CD00246~ .00 955.05
TOTAL TAX CREDIT I 955.05
BALANCE OF TAX DUEl .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PATD AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~ YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION= Estates of decedents c~ing 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 or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE= To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 25 of 2000. C72 P.S.
Section 9140).
PAYMENT= Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Hake check or money order payable to= REGISTER OF N~LLS, AGENT
REFUND CCR)= 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 the Register of Wills, any of the 25 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering= 1-800-362-2050; services for taxpayers with special hearing and / or
speaking needs= 1-800-447-3020 (TT only).
OBJECTIONS= Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions~ or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (&O) days of receipt of
this Notice by=
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS= Factual errors discovered on this assessment should be addressed in writing to= PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0&01
Phone (717) 7B7-&505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
DISCOUNT= If any tax due is paid within three (3) calendar months after the decedent's death, a five percent CSX) discount of
the tax paid is allowed.
PENALTY= The lSX tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January ]8, 199&, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST= Interest is charged beginning with first day of delinquency, or nine C9) months and one C1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1~ 1982 bear interest at the rate of
six (&X) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are=
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20X .000548 1987 9~ .000247 1999 7X .000192
1983 I&X .000438 1988-1991 11~ .000301 2000 8X .000219
1984 11~ .000501 1992 9X .0002~7 2001 9X .000247
1985 13~ .00055& 1993-1994 7~ .000192 2002 &~ .0001&4
1986 10~ .000274 1995-1998 9X .000247 2003 5~ .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBBR OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date sho~n on the
Notice, additional interest must be calculated.
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 11/10/2004
SUNDAY GWENDOLYN D
1 HOOVER ROAD
CARLISLE, PA 17013
RE: Estate of REEDER HELEN H
File Number: 2003-00044
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 !, 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: 12/11/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Helen H. Reeder
Date of Death: December 11, 2002
Will No. 2003-00044 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 X No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No X
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in interest? Yes X No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date: ~Org~,,oo~O0_.d-~/~ ~ Signature V - - r
Anthony L. DeLuca
Name (Please type or print)
113 Front St., P.O. Box 358
Boiling Springs, PA 17007
Address
(717) 258-6844
Telephone number
Capacity: __ Personal Representative
X Counsel for Personal
Representative