HomeMy WebLinkAbout04-0713 PETITION FOR PROBATE and GRANT OF LETTERS
also known as _" Register of ,~ills f.or the
County of ~~c/ __ in the
~ Deceased.
. ~ ~ d~ .,3-/ ~--.~/.2~76/7~ Commonwealth of Pennsylvania
Social Secu~ty N~ <~
The petition of the undersigned respectfully represents that:
~ named
is/are 18 years of age Qr oJder an
Your petitioner(s), who ~ ~/~ 7~ ~ ~'~ ~, 19
(state relevant circumstances, e.g. renunctatton, deat ,
. . . ' > .Co nt Penns Ivania with
Decendent was domiciled, at.death ~~?~)~;St~
st farad o ~mc,pal res,~~~
Dec~dent, th~n ;7 ~ years of age, mea '
Except as follows, decedent d~d no - Y' . .... k~ ,,;~tlm of a killin~ and was never adjudicated
after execution of the will offered for proDate, was n~t
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 request(s) the probate of the last will m~l codicil(s)
presented herewith and the grant of letters_ (testamentary; administration c.t.a.; ~adrninistrati~ d.b.n.c.t.a.)
theron.
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OF (-~t~x~l%~-f*~'~-)-- -
- ed swear{s) or affirm(s) that the statements in the foregoing petition are
The petitioner(s) above nam ', , ~ ~.~;~v ~f ,,etitioner(s) and that as personal represen
e knowleoge anu ucm., ~, }, · -
true and correct to the best, of th ... -~¢~ will well ancl/.trgf~' admtmster th~/~,~t~e acc/grdtng to law.
of the above deceoent petltlone~ ..... /,4 /, /-, /' ~
tattve(s) / .. / ~' ~ . ,~" ~
and subscribed -' ~~~//~'4
worn to or affirmed " · ~
S . -' f ~ r~
before me th~s ~~,~,~ 4~ :- E
Estate0f LC, c/ICL i~i, i4'~T~']~t~l ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated
described therein be admitted to probate and filed of record as the last will of
and Letters Tg~T& i}qt Nl /-,q
are hereby granted to ~-Llr-,~'q'(~; ~ L.
__ in consideration of the petition on
FEES
Probate, Letters, Etc ......... $ d~.,.~ C
Short Certificates( ) ..........$
-~===::a~ . X:.P.G.5 ...... S"
7c P s~
TOTAL S
Filed ...................................
ADDRESS
PHONE
ARNING: It is iiiega o d~:: ,
COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH ,,~
Loyal M. Hartman Female 163 Jtul~ 1(5 2004
William FI Hollinger ~ Anna Loy. yal Fishel
LAST WILL AND TESTAMENT
I, LOYAL M. HARTMAN, of the Borough of Mechanicsburg, County
of Cumberland and Commonwealth of Pennsylvania, being of sound
and disposing mind, memory and understanding, do make, publish
and declare this as and for my Last Will and Testament, hereby
revoking and making void all
any time heretofore made.
former wills and codicils by me at
FIRST. I order and direct that all my just d~ts and
funeral expenses be paid by my Executor, Executrix~,or Executors,
as the case may be, hereinafter named, as soon as ~bnveniently
may be done after my decease.
SECOND. I give, devise and bequeath all the rest, residue
and remainder of my Estate, real, personal and mixed, whatsoever
and wheresoever situated, unto my husband, namely, GEORGE K.
HARTMAN, absolutely and in fee simple, if he survives me by as
many as sixty (60) days.
THIRD. If my said husband, GEORGE K. HARTMAN, does not
survive me by as many as sixty (60) days, then and in that event,
I order and direct that all the rest, residue and remainder of my
Estate, real, personal and mixed, whatsoever and wheresoever
situated, be divided into three (3) equal parts which shall be
distributed and disposed of as follows:
(1) I give, devise and bequeath one (1) such
equal part of my residuary estate unto my daughter-in-
law. namelv. ELEANOR L. HARTMAN. if she survives me.
equal part of my residuary estate unto my grandson,
namely, WILLIAM H. HARTMAN, if he survives me.
(3) I give, devise and bequeath one (1) such
equal part of my residuary estate unto my grand-
daughter, namely, ELIZABETH ANNE KNOUSE, if she
survives me.
If any of the foregoing named beneficiaries should predecease me,
I order and direct that my residuary estate be distributed unto
those named beneficiaries who survive me without substitution of
issue.
LASTLY. I nominate, constitute and appoint my husband,
GEORGE K. HARTMAN, to be the Executor of this, my Last Will and
Testament, but if for any reason he should fail to qualify as
such Executor or cease so to serve, then and in that event, I
nominate, constitute and appoint my daughter-in-law, namely,
ELEANOR L. HART~N, to be the Executri× hereof. If both of the
foregoing persons should fail to qualify as my personal
representative hereunder or cease so to serve, then and in that
ultimate event, I nominate, constitute and appoint my two (2)
grandchildren, namely, WILLIAM H. HARTMAN and ELIZABETH ANNE
KNOUSE, to be the Executors hereof. I order and direct that none
of the foregoing named persons shall be required to post bond or
other security as a condition of qualification hereunder as my
personal representative.
IN WITNESS WHEREOF, I, LOYAL M. HARTMAN, have hereunto set
my hand and seal to this, my Last Will and Testament which
consists of three (3) typewritten pages to which I have affixed
my signature this ~.~D day of June A.D., One Thousand Nine
Hundred Ninety-eight (1998).
· i ',Y --Loyal M. Hare-mah~'r ;/
(SEAL)
The preceding instrument, consisting of this and two (2)
other typewritten pages, identified by the signature of the
Testatrix, was on the date thereof signed, sealed, published and
declared by LOYAL M. HARTMAN, the Testatrix therein named, as and
for her Last Will and Testament, in the presence of us, who, at
her request, in her presence and in the presence of each other,
have subscribed our names as witnesses hereto.
COM~{ONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
SS.
We, LOYAL M. HARTMAN, RICHARD C. SNELBAKER and CHRISTINE M.
WHITE, the Testatrix and the witnesses, respectively, whose names
are signed to the attached or foregoing instrument, being first
duly sworn, do hereby declare to the undersigned authority that
the Testatrix signed and executed the instrument as her Last Will
and Testament and that she had signed willingly, and that she
executed it as her free and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the
presence and hearing of the Testatrix, signed the Will as
witness and that to the best of his or her knowledge the
Testatrix was at that time eighteen years of age or older,
sound mind and under
of
no constraint or undue influence.
~ ~ Witness
Subscribed, sworn to and acknowledged before me by LOYAL M.
HARTMAN, the Testatrix, and subscribed and sworn to before me by
RICHARD C. SNELBAKER and CHRISTINE M. WHITE, witnesses, this
~ ~'~ day of June, 1998.
No~carv Public
Cuntberland County - Register Of wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 11/01/2004
HARTMAN ELEANOR L
103 HILLTOP ROAD
BOILING SPRINGS, PA 17007
RE: Estate of HARTMAN LOYAL M
File Number: 2004-00713
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHA/qS' 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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 11/09/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Counsel
Judge
GLENDA FARNER STRASBAUGH
Clerk of the Orphans' Court
JRD/June 30, 1992/I 7858
In Re: Estate of Loyal M. Hartman
Late of South Middleton Township
Estate No.: 21-04-0713
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 21-2004-0713
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: Eleanor L. Hartman
Counsel for Personal Representative:
Date of Grant of Original Letters: 07-30-2004
Date of Delinquency Notice: 11-09-2004
The undersigned, Glenda Farner-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 ~vith 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
November 9, 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.
Date: 12-06-2004
Clerk of the Orphans' Court
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for~ at in Cou~room No. 3. If the Ce~ification of Notice is
filed prior to the hearing date, the he~ing will automatically be cancelled.
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esquire
Solicitor
One Courthouse Square
Carlisle, Pa. 17013
Glenda Farner Strasbaugh
Register of Wills &
Clerk of the Orphans' Court
(717) 240-6345
FAX (717) 240-7797
OFFICES OF
ll\tgt.S'ttr of .tll.S' aub QCltrh of tl:Jt l!&rpbanS" QCourt
ltount)' of i!Cumhtrlanb
February 4,2005
Eleanor L. Hartman
103 Hilltop Road
Boiling Springs, P A 17007
IN RE: Estate of Loyal L. Hartman
21-2004-0713
Dear Eleanor:
It has come to my attention as solicitor for the Office of the Register of Wills and Clerk
of the Orphans' Court in and for Cumberland County, Pennsylvania, that the above estate
has failed to file the notice to beneficiaries and intestate heirs as required by Pennsylvania
Orphans' Court Rule 5.7.
Subsection (e) of Rule 5.6 requires that the Register of Wills notify the Court in the event
that the personal representative or counsel fails to file this notice after (10) days written
notice thereof. You have already received written notice of this delinquency by the
Register.
Kindly accept this letter as written notification that unless the required 5.6 Notice is filed
with the Register of Wills Office within ten (10) days of your receipt of this
correspondence, I will be compelled to file a Motion for Sanctions for Failure to Comply
with Orphans' Court Rule 5.6, If required to do so, I will request that the Court grant
counsel fees and court costs to be assessed against the offending party.
~~~
Solicitor
CERTIFICATION OF NOTICE UNDER RULE 5.6Ia)
Name ofDecedent: LO l(/}I J1f) -
Date of Death: /; /;? J. ~C?,t) if
Will No. dff-/ -.:5k?Ot..) -t:J 1/3
)/1J i=-rfY/ M}
Admin. No.
To the Register:
I certify that notice of (benefidal interest) ......... adminislration 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 AY /J / ~ /~ :
r .
~
Address
jJf}/Je-
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except--!J/J,/'/ p--'
Date: Y Jrjo 'f
I"
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Signature
Name
Capacity: ~~al Representative
1! "~Of ......'
:J J .-;;
_Counsel for personal representative
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
REV-1500
OFFICIAL USE ONLY
FILE NUMBER
2~- QI.( OL~3_
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NUMBER
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~1.0riginaIReturn
o 4. Limited Estate
o 6. Decedent Died Testate {Attach copy 01 Will)
o 9. Litigation Proceeds Received
COUNTY CODE
YEAR
THIS RETURN MUST B FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
NUMBER
o 2. Supplemental Return
o 4a, Future Interest Compromise {date ofdeathatter 12-12-82)
o 7. Decedent Maintained a Living Trust {Attach copy oITrusl)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
o 3. Remainder Return {date of dealh prior 10 12-13--82)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (AtlachSch0)
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or l)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10 Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
COM)~ 3NGAIZI/~~~ /J/J
,4 }! i,(/tJ 5 jJ,{l),dj~ /};./ 1411
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(I)
(2)
(3)
(4) e
(5) ~;2. 13 ;/,8 j
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(6)
(7)
(8)!/JL f 3-).,,, "3 J
(1(::! ~~~~ff:JL ~0J.~!reIAM~
(11) 1'G:14ff2f::? /
(12)
(7
(13)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
o
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR A~PLlCABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
,.0_ (15)
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14. Net Value Subject to Tax (Line 12 minus Line 1~)
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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
,.0_ (16)
,.12 (17)
, .15 (18)
(19)
D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
20.0
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Decedent's Complete Address:
I '~;~OOM , ~ ~
JAI HI ~~'iit~~ 7ffii l/ . -Jf7"~/1 '1~JMf~ "'11~f_~
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(58)
Make Check Payable to: REGISTER OF WILLS, AGENT
_11m 1llliIII1ll111ll, JIIIU!lJ1lll1liIlI1 ~ IlJ_IIIII,_~ lL~ II ..~._IIIlI.llIllllI,il!_
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
&---
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if
(1)
3.
D
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C)
CJ
D
(3)
(4)
(5)
(5A)
Total Credits (A+ 8 + C)
(2)
InteresUPenalty if applicable
D. Interest
E. Penalty
4.
TotallnteresUPenalty ( 0 + E )
If Line 2 is 9reater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check 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.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE,
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;........ .................. ..................... 0
b. retain the right to designate who shall use the property transferred or its income; ................. .... D
c. retain a reversionary interest; or ....................................... .... D
d. receive the promise for life of either payments, benefits or care?.... .............................. 0
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? ........... ................................................... .................................... .................. 0
o
o
o
o
C)
6
C)
..0
..0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
Under penalties of pe~ury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct
and compiete
Declaration of pre arer other than the personal representative is based on all information of which preparer has any knowledge
ADDRESS
- I
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. 99116 (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. 99116 (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 stHl applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July I, 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 parent,
or a stepparent of the child is 0% [72 P.S. 99116(a)(I.2)].
The tax rate imposed on the net vaiue of transfers to or for 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(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. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
RPJ.l!illllEX'{1..gn
'.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Include !he proceeds of litigation and !he date !he proceeds weill ra<:oived by !he estate. AD properly jo1nlly-owned """ tho right of survivorship must he disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. ~ ji(ivt! !l(!{lOtl.ol d#Lke-E '6c113,:51
0<,
f~flH/J ~4Ie~e
~tPt'J
TOTAL (Also enter on line 5, Recapitulation)
REV-1511 EX+ (12-99).
. ~&
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
A(J ff tk.
FILE NUMBER
J1'J. JlIiLr t11 l1-jr)
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES: tlt-/,ei/Jr))e/V~ O~j'tt1~~y #I 3/, t)j/
1.
,,;?, ;9,ee-!>/J.-fJJ ~ fLM ~
tvP~'11f .j ~5~1,PtJ
B. ADMINISTRATIVE COSTS: 0
1. Personal Representative's Commissions ~t/kJtJ~L~~
Name of Personal Representalive(s)
Social Security Number(s)/EIN Number of Personal Representative(sLdt? 7-,;;'" 'f -/1 P3-
Street Address f7E l/;~jJ ~' ~
City ..eJ;; / ; L/J .!f ~ r> ; /l1a -<. State liP! l'JaJ /j
Year(s) Commission Paid: 0 0
2. Attorney Fees C)
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State _ lip
Relationship of Claimant 10 Decedent
4. Probate Fees C)
5. Accountant's Fees ()
6. Tax Return Preparer's Fees 2)
7.
TOTAL (Also enter on line 9, Recapitulation) $/,
(If more space is needed, insert additional sheets of the same size)
1It0/lL
Name of Decedent:
Date of Death: ~
Will No.: d.-J - ...:< /Jt:Jtf - f"J -:JI :::(
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 ~hej\1er ar1mini~tration of the estate is complete:
Yes IB'" 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. Did the personal r.92resentative file a final account with the Court?
Yes V No U .
b. :::~ JMAi~ ~o. (if any) for the personal representative's
c. Did the personal ;::.presentative state an account infonnally to the parties
m~er~~n ~O -
c. Copies of receipts, releases, jomders and approval of fonnal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report. .
oate:*f -sit:/~A/W~~/4-
GZ~?~ L.~d
Name
/ I ~t!!!t/PF'f1 '4 NL?YJ
Address'
11') - d~F-5l}6r
Telephone No. '
Capacity: ~na1 Representative
o Counsel for personal representative
CERTIFICATION OF NOTICE UNDER RULE 5.6/a)
Name of Decedent: LO '1M #).
Date of Death: /; fJ? l~t)f/
/ /
Will No. dfJ-1-~L?Ot.) -c 1/3
f/1J t2r/YlIH}
Admin. Nn.
To the Register:
I certify that notice of (beneIiciaI interest) ....Dt.. Ddministratkm 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 LJI/) /J? :
. ' r
~
Address
jJ{J /J~
Notice has now been given to all persons entitled thereto under Rule 5.6(a) excePt--tlIJ./"/~
Date: Y lIt? f
Signature
Name
Capacity: ~nal Representative
_Counsel for personal representative
. ~he Decedent died testate. the will has been filed with the Office of the Register of Wills of Cumberland County. I
Counhouse Square, Carlisle, Pa. 17013. Phone No. 7]7-240-6345
If the Decedent died intestate, a Petition for the Grant of Leuers of Administmtion was filed with the Office of the
Register of Wills of Cumberland County, I Counhouse Square, Carlisle, Pa. \7013. Phone No. 7\7-240-6345
A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charge
Date:
7/31 ~ tJt!Jtf
Signature: .
Capacity:~rsonal Representative
Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
'[
J
55:
being duly according to law, deposes and says that he
., of the Estate of i/.pY~ dJ. Jht1-~-rm~
late of I--Lp--l!~_<;;;..PReF-1LJ~.;;{!l)~L~ ' C~mberland County, Pa., deceased and that the
within is an inventory made by ~g >>r1151:2tJ-, the said t')(~"'./J 'f't!?,{'1 -
of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures OPPosit,fe e~ :tem of the I~v~ory epresent it's fair value
as of the date of decedent's death. ~~ I
and subscribed before me, l ~#~::::~..'d:.il1/k/4
19
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Date of Death
/6
Day
Month
~f:~c;
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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Inventory of the real and personal estate of
;I~ CffJ- yj;Lk/1~ deceased
~
5J7hu~5
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Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
ELEANOR L. HAR1MAN
103 I-llLL TOP ROAD
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
220
2/15/2005
LOYAL M. HAR1MAN
21-2004-0713
JA
BOILING SPRINGS, PA 17007
Qty
1
Fee Description
Additional Probate
Fee Total
10.00 $10.00
Total:
$10.00
Checks should be made payable to the Register of Wills. TeITI1S: Net 30.
Please return one copy of this invoice with your payment. Thank you.
Name of Decedent:
Date of Death: 1t1
Will No.: d-.J - ..;< /J/J~ - t? 'J/ Z?
Admin. No.:
'Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
. following with respect to completion of the arlministration of the above-captioned estate:
1. State ~h~er adminis1ration of the estate is complete:
Yes ~ 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 isYes,statethefollowing:
.-:-
a. Did the personal ~entative file a final account with the Court?
Yes V- No U .
b. ~:~ A"~ ~o. (ifan~) for the personal representative's
c. Did the personal ;:presentative state an account infonnally to the parties
in interest? Yes ~ No' 0 -
Date:~i
c. Copies of receipts, releases, joinders and approval oUonna! or
informal accounts may be filed with the Clerk ofllie. ' Court
and may be lJttlIr.br.d to this report.
Si
-,
.. .J
GZG/h:.o,e. L. ~d
Name
::-~~~ '4/(lQ7j
&111 - d-oF"Y - scJ6r
Telephone No. '
Capacity: ~na1 Representative
o Counsel for personal representative
6'''"'. - II
~ ~'! " i
('J j
i 1_. _~ ..;
-',-...-.;
J
Kirk S. Sohonage, Esq
Solicitor
/~
?~t>
. ....//
;,/ /.~
1//
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau First
Deputy
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
r;- ,
\
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
220
2/15/2005
LOYALM. HARTMAN
21- 2004-0713
ELEANOR L. HARTMAN
103 HILLTOP ROAD
JA
BOILING SPRINGS, PA 17007
Qty
1
Fee Description
Additional Probate
Fee Total
10.00 $10.00
Total:
$10.00
-* 4Y(U
I "0 CGP
/--.J,.c.
l \
(becks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.. ,-, "T'Cr r,,- NOTICE OF INHERITANCE TAll
BUREAU OF INOIVIIlUAq:::~~D:U \ ,,-Ii .t UilPPRAISEltENT, ALLotIAllCE OR DISALLotIAllCE
IMIERITANCE TAX BIVISION .. 'OF DEDUCTIONS AND ASSESSMENT OF TAll
PO BOX 28a601 :
HARRISBURG PA 17128-0601
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
2:9 02
CLEnK
ELEANOR L,~~~~~~:
103 HILL TO'P RD
BOILING SPRGS PA 17007
04-25-2005
HARTMAN
06-16-2004
21 04-0713
CUMBERLAND
101
Aooount R_i tt...
..---'-.-.--..---.--.---
*
REV-l$~1EX AFP (03-05)
LOYAL
M
I ) CHANlIEO
III
(2)
15)
1'1)
15)
(6)
17l
.00
.00
.00
.00
12.832.31
.00
.00
(8)
HAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
11!V-"M4"Yf.m.m~'.'lmftl!J!.'lft!".!_u""~II!r.m.lIl\fllTftM!llt'~.'X'CtWllI!r.Mt'.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HARTMAN LOYAL M FILE NO. 21 04-0713 ACN 101 DATE t04-25-2005
i
,
I~ an ........nt was is.u.d pr.viously. line. 14. 15 and/Dr 16. 17. 18 ~d
r~leC't ~igur.. 'that inclUd. 'the 'total ~ ALL returns .......d 'tD da1:.. I
ASSESSMENT OF TAX: ,
15. Aooount of U.. 1'1 .t Spousal rat. 115) .00 X 00 =
16. Aooount of U.. 1'1 taxable .t U...l/Cl.ss A rat. (16) .00 X 045 =
17. Aooount of Li.. 1'1 .t Sibling rat. 117l . DO X 12 =
18. Aooount of U.. 1'1 tlll<abl. et Colleterel/Cless B rete (18) . DO X 15 =
19. Principal Till< Duo (19)=
TAll RETURN liAS: I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R_l Estete ISchedule A)
2. Stocks _ Bond. ISchedule B)
5. Closely Hold Stock/PartlWrship Interest ISchodule C)
'i. IIort_s/Notes Receivable ISchedule 0)
5. Cash/B_ Deposits/Misc. Personal Property ISchedule E)
6. JOintly Ownad Property ISchedule F)
7. Tr~.f.r. (Schadul.8)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. F...~l Expenses/A.... eo.tsIlUsc. Expense. (Schedule H)
lB. Dabts/Nortgaga Liabilities/Lions ISchedule I)
11. Total Daductions
12. tt.t V.I.... of Tax Retum
13. Ch.rit~l./Iove~t.l Bequests; Non-electBd 9113 Trusts
14. Net V.I.. of Est.t. Subject to Tax
NOTE:
DATE
NUMBER
INTEREST/PEN PAm 1-)
~
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(9)
Ill)
6,690.48
,
,
NOTE: Tp insure proper
erect! t ~~ your acCOW'at,
......U ~ _r portion
of thisl forti with your
tax pay;.nt.
i
.,
12,832.31
83
1111
(12)
(15)
11'1)
l2.B34 31
i 2.00-
i .00
2.00-
6.143
IS_Ie J)
ANDUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
19 will
.00
.00
.00
.00
.00
.00
.00
.00
.00
I IF TOTAL DUE IS LESS THAN .1, ND PAYMENT IS REIUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YDU NAY 8E DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)