HomeMy WebLinkAbout03-0180PETITION FOR PROBATE and GRANT OF LETTERS
also known as To:
Deceased.
Social Security No. /~ ~'- ~'~
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of ale o[ older an the execut
in the last will of the above decedent, dated /'[,~ ~1~
and codicil(s) dated "/~ ~-'
Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
in the
named
,19.__
(state relevant circumstances, e.g. renunciation, death of eKecutor, etc.)
- "
Decendent was domtcil~4at ;~eath in ~ ~ ~-, , ~~ County, Pennsylvania, with
h ~.~ lastfamilyorprincipalresiden~at '~l~' ~. OOl~{~~ ~ (~,~ ~ qd)3
Dece0qtent, then
at
(list street, number and muncipality)
years of age, died lO I I~ I 19 ['~9
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
WHEREFORE, petitioner(s) respectfully
presented herewith and the grant of letters
theron.
request(s) the probate of the last will and codicil(s)
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Oanberland) ss
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed -~ Z~~
~-, before me this 26th. uav-~ - m~ /[ -
(, ~- ~~~ ~ 2003 / ,
_No. 21-2003-180
Estate Of Rosanna E. Turner
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW February 28th 1~ 200.3 in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated July 29th, 2002
described therein be admitted to probate and filed of record as the last will of
Rosanna E. Turner ;
and Letters Test ~m~ntarg
are herebygrantedto TracT L. Young and Leslie A. Cherry
FEES
Probate, Letters, Etc .......... $18.00
Short Certificates(4 ) .......... $ [2.00
lkt~/~ta~q~...xT-.P.a.~e..8' .(.7.). $ 21.00 -
JCP $10.00
TOTAL , $ 6~.00
Filed .F.e..b..ru....a~r..2.8. t..h:..2.9.0.3 ............
Donna M.
A'FfORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
CALL EXECUTRIX LESLIE CHERRY 234-5459
21-2003-180
LAST WILL
RO SANNA
AND TESTAMENT
O F
E. TURNER
I, ROSANNA E. TURNER, a resident of Carlisle, Cumberland
County, Pennsylvania, being of sound and disposing mind, memory
and understanding, do make, publish, and declare this to be my
Last Will and Testament, hereby revoking and making all previous
Wills and Codicils heretofore made by me.
FIRST
I order and direct my personal representative hereinafter
named to pay all of my just debts, funeral expenses and expenses
involved or connected with the administration of my estate from
the principal of my residuary estate as soon after my death as is
reasonably possible. However, my personal representative need
not accelerate and pay those unmatured obligations which, in his,
her or its opinion, it might be proper and more advantageous to
retain or renew and pay as they become due and payable. If I do
not own a burial plot or a grave marker at the time of my death,
I authorize my personal representative, in his, her or its sole
discretion, to purchase a burial plot and to erect a suitable
grave marker at my grave, and to expend such sums from my estate
for this purpose as he', she or it may deem proper, regardless of
any limitation fixed by statute, rule of court or otherwise.
My Personal Representative, shall have full power to treat
expenses as either estate tax or income tax deductions, to select
tax valuation methods and dates, and to exercise any other
1
LAST WILL AND TESTAMENT OF ROSANNA E. TURNER
allowable tax election. The determinations made by my Personal
Representative shall be final and binding.
SECOND
I give, devise and bequeath the rest, residue and remainder
of my estate, together with all insurance proceeds thereon of
whatsoever nature and wheresoever situate in equal shares to my
children, TRACY L. YOUNG and LESLIE A. CHERRY, per stirpes. It
is further my desire that my personal representative, after
consultation with any heir or heirs of mine who survive me, and
in his, her or its own discretion, choose such articles from my
tangible personal property (exclusive of cash, stock
certificates, bonds, and all other tangible evidences of
intangible personal property) as he,she or it believes will be
useful to such heir or heirs or desirable for him or her or them
to have, either from a sentimental point of view or otherwise,
and to deliver such articles to such heir or heirs or among such
heirs in equal or unequal shares as determined by the further
exercise of his, her or its discretion, provided no other heir
objects to the distribution. All tangible personal property not
so distributed is to be sold, either publicly or privately, by my
personal representative, adding the proceeds of such sale or
sales to my residuary estate and to be disposed of in equal
shares as set forth above after payment of my estate debts,
taking into account the tangible personal property otherwise
provided to them.
LAST WILL AND TESTAMENT OF ROSANNA E. TURNER
THIRD
I grant my personal representative the following powers in
addition to and not in limitation of such powers as my personal
representative shall hold by law:
(a) To retain all property received including the stock of
and corporate fiduciary acting hereunder, provided such
property remains productive.
(b) To join in any corporation, partnership,
recapitalization, merger, reorganization or voting
trust plan; to delegate authority with respect thereto;
to deposit investments under agreements and pay
assessments; and generally to exercise all rights of
investors, including but not limited to, the voting
of shares.
(c) To manage, operate, repair, improve, mortgage or lease
on any terms and real estate held or owned by my
estate.
(d)To operate any business that I may own at my death.
(e) To invest any funds of my estate in any stocks, bonds,
notes or other securities or property, real or
personal, without regard to the principle of
diversification or any other statute or general rule of
law in his, her or its absolute discretion, it being my
intention to give my personal representative the
broadest investment powers possible, providing such
investments do not unnecessarily prevent the prompt
settlement of my estate.
LAST WILL AND TESTAMENT OF ROSANNA E. TI/RNER
(f) To sell or otherwise dispose of any property, real or
personal, tangible or intangible, at any time forming a
part of my estate in any manner and on such terms and
conditions as my personal representative shall see fit
in his, her or its absolute discretion.
(g) To borrow money for the payment of taxes or for any
other proper purposes in the administration of my
estate, and to mortgage or pledge estate assets as
security.
(h) To compromise claims without court approval including,
but not limited to, any controversies with the United
States of America or the Commonwealth of Pennsylvania
concerning estate and inheritance taxes on any
interests that may pass under this my Last Will and
Testament.
(i) To distribute in cash or in kind upon any division or
distribution of my estate.
(j) To undertake any and all acts deemed necessary and
proper by my personal representative for the proper,
advantageous and prompt management of the settlement of
my estate.
(k) In general, to exercise all powers in the management of
my estate which any individual could exercise in the
management of similar property owned in his own right,
upon such terms and conditions as to him, her or it may
seem best and to execute and deliver all instruments
and to do all acts which he, she or it deems necessary
LAST WILL AND TESTAMENT OF ROSANNA E. TURNER
or proper to carry out the purposes of this, my Last
Will and Testament.
FOURTH
No interest of any beneficiary of my estate, either in
income or in principal, shall be subject to anticipation or
pledge, assignment, sale or transfer in any manner to charge or
encumber his interest either in income or principal, nor shall
the interest of any beneficiary be liable or subject in any
manner while in the possession of my personal representative for
the liability of such beneficiary.
FIFTH
I nominate, constitute and appoint my children, TRACY L. YOUNG
and LESLIE A. CHERRY as Co-Executrices of this My Last Will and
Testament. I direct that my personal representative shall not be
required to give or post bond for the faithful performance of his,
her or its duties in this or any other jurisdiction.
SIXTH
The necessary grammatical changes required to make the
provisions hereof apply to the male, female or neuter gender, and
those changes required with respect to singular and plural usage
shall in all cases be assumed as though fully expressed. Any and
all references to "discretion," "sole discretion, "absolute and
sole discretion" and/or "sole and absolute discretion" shall be
interpreted as meaning sole and absolute discretion.
5
~' LAST WILL AND TESTAMENT OF ROSANNA E. TURNER
IN WITNESS WHEREOF, I have hereunto set my hand to this my
Last Will and Testament this ~ck-~x day of <~k , 2002.
~f~NNA E. TURNER
Then and there signed, sealed, published and declared by the
Testator as and for his Last Will and Testament in the presence of
us who at his request and in his presence and in the presence of
one another have hereunto subscribed our names as attesting
witnesses, he having initialed the foregoing pages for
identification and he having signed the foregoing document as and
for his Last Will and Testament.
Address
.' LAST WILL AND TESTAMENT OF ROSANNA E. TURNER
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA :
: SS.
COUNTY OF :
I, Rosanna E. Turner, the Testatrix whose name is signed to
the attached or 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; that I
signed it willingly, and that I signed it as my free and
voluntary act for the purposes therein expressed.
Sworn or affirmed and acknowledged before me by Rosanna E.
Turner, the testatrix, this ~q~ day of ~%~\~ , 2002.
7
· LAST WILL AND TESTAMENT OF ROSANNA E. TURNER
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA :
: SS.
COUNTY OF :
, the witnesses whose names are attached to the
foregoing document, being duly qualified according to law, do
depose and say that we were present and saw Testatrix sign and
execute the instrument as her Last Will and Testament; the she
signed willingly and the she executed it as her free and voluntary
act for the purposes therein expressed; that each subscribing
witness in the hearing and sight of the testatrix signed the Last
Will and Testament as witnesses and that to the best of our
knowledge the testatrix was at the time 18 or more years of age, of
sound mind and under no constraint or undue influence.
Sworn or affirmed and subscribed before me by/O~kQ~-~---- ~\_z~~%
\
and '~C~_ < 0,. ~~C this '~Otql~' day' of
, 2002.
8
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: ~-'~
/ /
Date of Death:
/--i --
Will No. _t27 t ~ 0,~ ~' ! (~ ~') 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 :
Nam~e . Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
rz::: ' ?_50
Telephone(J/e/)
Capacity: l,~Personal Representative
Counsel for personal representative
REV-1500 EX (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DATE Of DEATH (MM-DD-YEAR) '
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
1. Original Return
4. Limited Estate
---]6. Decedent Died Testate (Attach copy of Will)
[~9. Litigation Proceeds Received
[~2. Supplemental Return
E~] 4a. Future Interest Compromise (date of death after 12-12-82)
[~7. Decedent Maintained a Living Trust (Attach copy of Trust)
[~10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
NAME ~
FIRM NAME (If Applicable)
)FFICIAL USE ONLY
FILE NUMBER
~,: _ OB O0 If CO
COUNTY CODE YEAR NUMBER
[~3. Remainder Return (date of death prior to 12-13-82)
b~5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
__~ 11. Election to tax under Sec. 9113(A) (Attach Seh O)
COMPLETE MAILING ADDRESS
SOCIAL SECURITY NUMBER
Net Value Subject to Tax (Line 12 minus Line 13)
o
d//J,
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
(11)
(12)
(13)
41/3,
?J6 o o
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2) ~/~.~x x .0 (15)
16. Amount of Line 14 taxable at lineal rate x .0 (16)
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) ,,~ /~)_
Real Estate (Schedule A) (1)
Stocks and Bonds (Schedule B) (2) ii.:i.:
Closely Held Corporation, Partnership or Sole-Proprietorship (3) ~
Mortgages & Notes Receivable (Schedule D) (4)
Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
Jointly Owned Property (Schedule F) (6) O
~] Separate Billing Requested
Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) ~_~
(Schedule G or L)
Total Gross Assets (total Lines 1-7) (8)
Funeral Expenses & Administrative Costs (Schedule H) (9)
Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
Total Deductions (total Lines 9 & 10)
Net Value of Estate (Line 8 minus Line 11)
TELEPHONENUMBER 717-
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
/d, ? -3/¢ 73
SOCIAL SECURITY NUMBER
Decedent's Complete Address:
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Interest/Penalty if applicable
D. Interest
E. Penalty
STATE
0
Total Credits ( A + B + C ) (2) O
(3) (~
Total Interest/Penalty ( D + E )
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) (~
If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) O
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) O
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 6 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 PREPARER OTHER THAN REPRESENTATIVE
DATE
ADDRESS
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. §9116 (a)(1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. {}9116 (a) (1.1) (ii)].
The statute does not 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 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 parent, an adoptive parent,
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 an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1508 EX * (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ITEM
NUMBER
DESCRIPTION
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, inser[ additional sheets of the same size)
must be disclosed on Schedule F,
VALUE AT DATE
OF DEATH
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorshi
1-97 ~
COMMONWE:JkLTN OF PENNSYLVANIA
INI-IERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Debts of decedent must be reported on Schedule I.
FILE NUMBER
ITEM
NUMBER DESCRIPTION AMOUNT
A.
1.
5.
6.
7.
FUNERAL EXPENSES:
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) ~'//~'y /-
Social Secu,~ Number(s~ / EIN Number of~onal Represen~tive(s) 1~/
Street Address ~ ~/~ ~ 7~ ~ ~~
Ci~ ~// ~ ~ State ~
Year(s) Commission Paid: ~
Family Exemption: (If de.dent's address is not the same as claimant's, a~ach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Retum Preparer's Fees
State__Zip
TOTAL (Aisc enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
!!. Se~iees As ~
~. Services or Funeral Director & $~ ................... $
Embalming . ......... ~ ................ ~, .......
Other Preparation ol mc uooy .............. ,. · ~.,.,
IL Use of Facilities, Staff & Equipment: ¥icwin~/~mitation ..........................
Funeral Oercmony ..................... ' .........
Use of Equipment & Staff for Graveside Service ........
Memorial Service ...............................
C. Use of Automotive Equipment
Transfer of Remains to Funeral Home ................
Funeral Coach (Hearse) ..........................
Clergy/Lead/Errand Vehicle ..................
F~m~ Car .................
Flower Car/Floral disposition ...................... .
Additional Mileage ...................
III. Merchandise As~electe~ % _
Outer Buri~ ~mtainer ~
Acknowledgement Cards ..........................
Visitors Register Book ................
Service Folders/Prayer Cards ............. ~
Clothing ......................................
Total II $
SUB TOTAL OF ABOVE $
Cemetery ~ Newspaper
Clergyman Notices
Music
Death Certificates
Grave Opening
Airfare
Total IV S /?
V. Items Ordered Later:. Both parties agree that any items ordered later by thc family shall become a part of this agreement.
Certified Copies Total V $
255
Date of Dea~~ ' ~ [~'~' = ........ -- ,
Deceased is (give relation-qh'.m) of service.
a cemetery or crcmntor~ to use any item~,
If you selected a funeral that may require emhalmin8, such as a funeral have to
pay for embalming. You do not have to pay for embalming you
why below.
This is a cash transaction due in full on
and delinquent on the duc date. A penalty of
unpnid balance for unanticipated late payment will be charged In the
event of default, the undersigned (person or persons mnkln.~ ~ fU..n~. ,.ar~,, _e~.¢nts) ~ ~ ~p~ ~lne~
of collection including reasonable attorney's fees. The unders~e~ ware uame [or paymcm m
contract in addition to the liability imlx~A by law u.pon the es.tate... ' ""~
The only warranties, express or implied, granted tn connection mm the goods sold with this funeral
service, are the express written warranties, if any, extended by thc manufacturers thereof. No other
warranties, expressed or implied, including thc implied warranties of merchantability of fitness for .a
particular purpose are extended by the funeral home.
I, or we, accept and approve the above, and acknowledge that the general price list. casket price list, and
l, or.._the __ _~ .severauy .
payment thereof.
S~ Ad,hi
We m~e. reud*r~ ~~ dxM~
U ].aw/[~J Cemetery [] Crematory [] Other
REV-1513 EX+ (9-00~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
FILE NUMBER
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
!
1.
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a)(1.2)]
Z, yo,yo
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: .~/'/-~/~/b//[/]t~ ~
Will No. 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 -
Name Address
i '7/D3
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Signature
Name
Address
Telephone(
Capacity: __
Personal Representative
Counsel for personal representative
COMMOI~WEALTH OF PENNSYLVANIA
NOTICE OF CLAIM
COURT OF COMMON PLEAS
OF C~E~A_~D COUNTY
ORPHANS' COURT DIVISION
In Re: Tl~e Estate of:
Court File No: 2103180
ROSANNA TURNER
Decease4
TO: THE CLERK OF THE ORPHANS' COURT DIVISION Notice of claim by
creditor, Pursuant to Section 3532(b)(2) of the Probate, Estates, and Fiduciaries
Code, 20 PA.C.S.A. §3532(b)(2).
Claimant's name:
Claimant's address:
1)
2)
3)
4)
5)
6)
7)
BANK ONE
cio NCO Financial Systems, Inc
Probate Department,#450
1804 Washington Boulevard
Baltimore, MD 21230
(443)263-3300, ext 3304
Creditor listed below is the owner and holder of a claim in the amount of
$.5732.28
Tbs facts upon which this claim is based is a credit agreement between
Cr.~.ditor and Decedent, identified as account number which is evidenced by
the attached affidavit of account stated.
Decedent's address: 516 N. COLLEGE ST., CARLISLE, PA 17013
D~te of Death: UNKNOWN
That the claim arose prior to the death of the decedent on or about
8) That the claim is secured by.
On behal' of the claimant, I do solemnly declarC'~nd af'~m under t~)~nalties,.-.°f,
perjury that they information and representatiqCr's mac[e ~herein ar~ t"~ and corn. c.
to the be.,;t of my knowledge, information an.d--~elief. \/
Dated: Ju)te 2, 2003 (/ ~~/ ('/~"~',b ' ,AGENT
...... /'~ Claimant f F34240
Written n~tice of claim was given to Personal Representative and/or his/her counsel
as stateo.,,below:
TRACEY~ L. YOUNG
Name
2917 BuT-~.ER ST.,
Address
HARRIS[":URG, PA17112 9~: [[~J 9- NRr' ~0.
City/State/Zip
June 2, 20,)3
Date notice mailed
BUREAU OF TNDZVZDUAL TAXES
IHHERITAHCE TAX DIVISION
DEPT.
HARRISBURG, PA 17128-0601
COHHONWEALTH OF PENNSYLVANZA
DEPARTMENT OF REVENUE
NOTZCE OF ZNHERZTANCE TAX
APPRAZSEHENT, ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTZONS AND ASSESSHENT OF TAX
'03 j!J_ -"? "* .... 5
TRACY L YOUNG
2917 ~UTLER ST
HaG PA 17105
DATE
ESTATE OF
DATE OF DEATH
FZLE NUMBER
COUNTY
ACN
07-07-2005
TURNER
10-12-2002
21 05-0180
CUMBERLAND
101
Amount Remitted I
ROSANNA E
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THZS LZNE ~ RETAZN LO#ER PORTZON FOR YOUR RECORDS ~
REV-1547 EX AFP [01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLONANCE OR
DZSALLONANCE OF DEDUCTZONS AND ASSESSMENT OF TAX
ESTATE OF TURNER ROSANNA E FZLE NO. 21 05-0180 ACN 101 DATE 07-07-2003
TAX RETURN HAS: (X) ACCEPTED AS F/LED ( ) CHANGED
RESERVAT/ON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON:
ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Znterast (Schedule C) ($)
q. Mortgages/Notes Receivable (Schedule D) (q)
$. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTZONS AND EXENPTZONS:
9. Funeral Expenses/Ada. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Hortgage Liabilities/Liens (Schedule [) (10)
11. Total Deductions
12. Net Value of Tax Return
15.
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J)
Net Value of Estate Subject to Tax
O0
O0
O0
O0
2~115 75
O0
O0
(8)
6,956.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of th~s form with your
tax payaent.
NOTE:
2,115.75
(11) 6.9~. §§
(12) 4,822.25-
(15) . O0
(1~) 4,822.25-
Zf an assessment Has issued previously, 11nes 14, 15 and/ar 16, 17, 18 and 19
reflect figures that include the total of ALL returns assessed to date.
ASSESSHENT OF TAX:
1.6. Aeount of Line lq at Spousal rate
16. Amount of Line lq taxable at Lineal/Class A rata
17. Amount of Line 1re at Sibling rate
18. Amount of Line 1~ taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDZTS:
PAYMENT RECEJ. r' i DISCOUNT (+J
DATE NUMBER TNTEREST/PEN PATD (-)
IF PAID AFTER DATE ZNDICATED, SEE REVERSE
FOR CALCULATZON OF ADD/T/ONAL ZNTEREST.
(1.6) .00 X O0 = .00
(16) .00 x 045 = .00
(17) . O0 x 12 = . O0
(18) .00 x 15 = .00
(19)-- . O0
AMOUNT PAZD
TOTAL TAX CREDZT .00
BALANCE OF TAX DUEI .00
ZNTEREST AND PEN. .00
TOTAL DUE . O0
IF TOTAL DUE TS LESS THAN $1, NO PAYMENT TS REQUZRED.
ZF TOTAL DUE TS REFLECTED AS A 'CREDTT' (CR), YOU MAY BE DUE
REFUND. SEE REVERSE SZDE OF THZS FORM FOR ZNSTRUCT/ONS.)
RESERVATION=
Estates of decedents dying on or before December 1Z, 1982 -- [f 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:
PAYHENT:
REFUND (CR):
OBJECTIONS:
ADHIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Sect[on ZlqO of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (TI P.S.
Section 91q0).
Detach the top port[on of this Hot[ce and submit with your payment to the Register of Hills pr[ntad on the reverse side.
--Hake check or money order payable to: REGISTEE OF #ZEES; AGENT
A refund of a tax credit, ahich aaa not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inharitance and Estate Tax" (REV-IS13). Applications are available at tha Office
of tha Register of Hills, any of the Z3 Revenue District Off[cas, or by calling tha spacial Z4-hour
answering service for fores ordering: 1-800-36Z-ZOSO; sarvJcas for taxpayers with special hearing and / or
speaking needs: 1-800-4~7-30Z0 (TT only).
Any party in interest not satisfied mith the appraisement, a11oaanca, or disallowance of deductions, or assessment
of tax (including discount or interest) es shomn on this Notice must object mithin sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. zelozI, Harrisburg, PA 171ZD-lOZI, OR
--election to have the matter detorainad at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors dJscevared 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 17128-0601
Phone (717) 787-6505. Sam page 5 of the booklet "Instructions for Inheritance Tax Return far a Resident
Decedent" (REV-leO1) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decadent's death, a five percent (5Z) discount of
the tax paid [s allowed.
The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January lB, 1996, tha first day after the end of the tax amnesty period. This non-participation
penalty [s appealable in the sane manner and in the the same tiaa period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nina (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became dalinquent before January 1, 198Z bear interest at the rate of
six (6Z) percent per annum caIculated at a daiIy rate of .000164. Ail taxes ahich became deIinquent on end after
January 1, 198Z will bear [ntarast at a rate mhich mill vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOO3 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
19az ZOZ .OOOS~8 1987 9Z .0002&7 1999 7Z .00019Z
1983 X6Z .000458 1988-1991 X1Z .000301 2000 aZ .OOOZX9
1984 IXZ .000301 199Z 9Z .000Z47 2001 9Z .000247
1985 13Z .000356 1993-199q 7Z .000192 200Z 6g .000164
1986 IOZ .O00Z7q 1993-1998 9Z .000Z47 ZOO3 5Z .0001~7
--Interest is calculated as folloms:
/NTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DA'fLY INTEREST FACTOR
--Any Notice issued altar the tax becomes delinquent alii reflect an interest calculation to fifteen (15) days
beyond the date of tha assesseant. If payment is made after the interest computation date sheen on the
Notice, additional interest must be calculated.
CLAIM FORM
ESTATE OF ROSANNA E. TURNER
Notice of claim by BOSCOV'S
268.73
in the amount of $
Fiduciaries Code Laws of 1972,
filed pursuant to section 3384,
Act No. 104 effective July 1, 1972
9441 LBJ FREE~,~¥'
Lock Box 30
To ~ CLS~X OF THE ORPmU~S' CO~R~ DIVISIO,, Dallas, TX 75243
Enter the claim of BOSCOV'S
(Claimant and Address)
ORPHANS' COURT DIVISION OF
COURT OF COMMON PLEAS OF
CUMBERLAN~OUNTY
NO. 21-03-180
Probate, Estates and
as amended.
19
in the amount of $ 268.73 against the above entitled Estate. The decedent
who resided at 10/12/02
(Address} died on
( Date )
Written notice of said claim was given to TRACY L. YOUNG
· (Personal Representative or Counsel)
at 2917 BUTLER ST., HARRISBURG, PA 17103
(Address) on
(Date)
The basis of aforesaid claim is as follows: (Itemize fully to enable personal representative
to make proper investigation}.
Acct. #105326068
Claimant's Counsel
(Name)
(Address}
PROBATE COURT
Cumberland County, State of Pennsylvania
Rosanna E. Turner, Deceased
Case #21-03-180
Proof of Mailing
I mailed the creditors claim to the fiduciary (and attorney, if applicable)
as follows:
I deposited a copy/copies of the claim with the United States Postal Service
in a sealed envelope with the postage fully pre-paid. I used first-class mail.
I am employed in the county where the mailing occurred. The envelope(s)
was/were addressed and mailed as follows:
Tracy L. Young
2917 Butler St.
Harrisburg, PA 17103
Leslie A. Cherry
516 N. College St.
Carlisle, PA 17013
Date of Mailing:
County of Mailing: Dallas, Texas
I declar~ u~,er/~falty of perjury that the foregoing is true and correct.
Date:
for
Boscov's
P.O. Box 741026
Dallas, TX 75374
Page: i Documen~ Name: BARBARA
~RIQ ( ) BOSCOV'S CREDIT DIVISION
AC~OUN~ iNQUIRY
ORGANIZATION !00 LOGO 1!0 ACCT 0000000000105326068
SHORT NAHE TURNER ESTATE O STATE PA HOHE PHONE
TOT CR LHT 0 EHPL CD 00 STATUS
CA CR LHT 0 CSH AUTH
~.~H BAL 00 TOT DiSP
.... H AVAi 00 CASH DSP
o-m-B~ **********0 CycrE~
PCT L~VE~ / iD S PA CYCLE ~R 0
. D
CURR BAL 268 73 CYCLE
Z
PAGE 01
REL
00
00
00
00
00
00
05/18/2003
14:47:14
BLOCK CODES
NBR PLANS
CARD USAGE
BILLING CYCLE
H
DATE OPENED
CARD FEE DATE
DTE LST BILL
10/02/199_
05/15/206
ESTATE CLAIMS SERVICE
9441 LBJ FREEWAY · LOCK BOX 30 · DALLAS, TEXAS 75243
Clerk, Probate Division
Cumberland County Registrar of Wills
1 Courthouse Square, Rm. 102
Carlisle, PA 17013
BUREAU OF TNDTVZDUAL TAXES
/NHERZTANCE TAX DZVIST(]N
DEPT. Z8060].
HARRTSBURG, PA 171Z8-060!
COHHONNEALTH OF PENNSYLVANZA
DEPARTHENT OF REVENUE
NOTZCE OF ZNHERZTANCE TAX
APPRAZSENENT, ALLO#ANCE OR DZSALLONANCE
OF DEDUCTZONS AND ASSESSHENT OF TAX
'03 JLL28 ?-3:'~5
TRACY L YOUNG
2917 ~UTLER ST
HBG PA
DATE 07-07-2005
ESTATE OF TURNER
DATE OF DEATH
FZLE NUNBER 21 05-0180
COUNTY CUNBERLAND
ACN 101
I Amount
REV-Z~;'li7 EX AFP CBI-O3)
ROSANNA E
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGZSTER OF NILLS
CUHBERLAND CO COURT HOUSE
CARLZSLE, PA 1701:3
CUT ALONG THZS LZNE ~ RETAZN LONER PORTZON FOR YOUR RECORDS
REV-IS47 EX AFP (:01-03} NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLONANCE OR
DZSALLONANCE OF DEDUCTTONS AND ASSESSHENT OF TAX
ESTATE OF TURNER ROSANNA E FZLE NO. 21 0:3-0180 ACN 101 DATE 07-07-200:3
TAX RETURN NAS: (X) ACCEPTED AS FTLED ( ) CHANGED
RESERVATZON CONCERN]:NG FUTURE ZNTEREST - SEE REVERSE
11.
12.
13.
14.
NOTE
APPRAZSEB VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule
$. Closely Held Stock/Partnership Znterest (Schedule C) (3)
4. Hortgeges/Notss Receivab}~p(Schedule
$. Cash/Bank Deposits/Htscfersonel Property (Schedule E} CB}
6. Jointly Owned Property (~chedule F) ' (6)
7. Transfers (Schsduls G) (7} .00
8. Tote1 Asss*s
APPROVED DEDUCTZONS AND EXEHPTZONS:
9. Funeral Expsnses/Adm. Cos~s/Hisc. Expenses (Schedule H) (9)
10. Debts/Hortgage Liabilities/Liens (Schedule Z) (10) .00
Total Deductions (11)
Net Value of Tax Return (12)
· Charitable/Governmental Bequests; Non-slec~ed 9113 Trusts (Schedule J) (13)
Na~ Value of Es*a*e Subjac~ ~o Tax (14)
2z113.75
.00
.00 NOTE: To insure proper
.00 credit to your account,
.00 submtt ~he upper portto
.00 of this form with your
tax payment.
(8)
6,9:36.00
2,113.75
~,82Z.25-
.00
~,8ZZ.ZS-
AHOUNT PAZD
TOTAL TAX CREDZT I .00
~BALANCE OF TAX DUEI .00
ZNTEREST AND PEN. .00
TOTAL DUE .00
( ~F TOTAL DUE 1S LESS THAN $1, NO PAYNENT 1S RE~UZRED.
ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT" (CR}, YOU HAY BE DUE
D/$COUNT (+)
ZNTEREST/PEN PAZD (-)
IF PAZD AFTER DATE ZNDZCATED, SEE REVERSE
FOR CALCULATZON OF ADDZTZONAL INTEREST.
ASSESSNENT OF TAX:
15. Amount of Lins 14 at Spousal ra~e
16. Amount o~ Line 14 taxabZe a~ Lineal/CZass A ra~:e
17. Amount of Line 14 at Sibling ra~e
18. Amount of Line 14 ~exable a~ Collateral/Class B rate
19. Principal Tax Due
TAX CRED:ZTS:
PAYHENT I R[CEZPT
DATE NUHBER
(].6) .00 X O0 = .00
(16) .00 X 0~.5= .00
(17), .00 X 1Z = . O0
(18) .00 x 15 = .00
(19)= , O0
Zf an assessment ~as lssued previously, Z/nas ~, Z5 and/or 16, 17, Z8 and !9
reflect flgures that include the total of ALL returns assessed to date.
October 1, 2003
WELTMAN, WEINBERG & REIS CO., L.P.A.
ATTORNEYS AT LAW
323 W. Lakeside Avenue, Suite 200
Cleveland, Ohio 44113-1099
216.685.1000
www.weltman.¢om
CINCINNATI, OH
513.723.2200
COLUMBUS, OH
614.228.7272
DETROIT, MI
248.362.6100
MOUNT HOLLY, NJ
609.914.0437
PHILADELPHIA, PA
215.599.1500
PITTSBURGH, PA
412.434.7955
Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Re:
Estate ofRosanna E. Turner
Case No. 21-03-180
Our Client: Bank of America N.A.
Account No. 4319041010773499
Balance Due: $745.41
Our File No. 02828565
Dear Clerk of Courts:
This law £u'm represents Bank of America N.A. in connection with its claim which we wish to file on our client's behalf into
the estate of Rosanna E. Turner, deceased. Enclosed is our check in the amount of $5.00 which we understand is the filing fee
for this claim.
Our client's claim is based upon its account number 4319041010773499 in the amount of $745.41. As of the date of this letter,
this is the amount due. Included with this letter is the claim form which we wish to present to this court and which we are
forwarding to the attorney and/or fiduciary of this estate.
It would be appreciated if all correspondence and disbursements with respect to this matter be forwarded to our office and to
the attention of the undersigned. Additionally, it would be appreciated if any notices of any hearings also be forwarded to the
undersigned. Thank you for your cooperation in this matter.
VLF:iar
Enclosures
cc:
Very truly yours,
Veda Flowers
Legal Assistant
(216) 685-1171
Tracy L. Young, Fiduciary
WELTMAN, WEINBERG & REIS CO., L.P.A.
ATTORNEYS AT LAW
323 W. Lakeside Avenue, Suite 200
Cleveland, Ohio 44113-1099
216.685.1000
www.weltman.com
CINCINNATI, OH
513.723.2200
COLUMBUS, OH
614.228.7272
DETROIT, MI
248.362.6100
MOUNT HOLLY, NJ
609.914.0437
PHILADELPHIA, PA
215.599.1500
PITTSBURGH, PA
412.434.7955
October 1, 2003
Tracy L. Young, Fiduciary
2917 Butler St.
Harrisburg, PA 17103
CERTIFIED MAIL
Re'-
Estate ofRosanna E. Turner
Case No. 21-03-180
Our Client: Bank of America N.A.
Account No. 4319041010773499
Balance Due: $745.41
Our File No. 02828565
Dear Ms. Young:
This law farm represents Bank of America N.A. with respect to the claim which we wish to file in the estate of Rosanna E.
Turner. It is our understanding that you are the Fiduciary of the estate.
We are asking that you please accept our client's claim which is based upon its account number 4319041010773499 in the
amount of $745.41. As of the date of this letter, this is the amount due.
Please direct all correspondence and disbursements with respect to this estate directly to our office. It would also be
appreciated if you contact us to advise us when you anticipate making disbursements in this matter so that we may mark our
file for follow-up at that time.
Thanking you in advance for your cooperation in this matter.
This law firm is attempting to collect this debt for our client and any information obtained will be used for that purpose.
Lastly, do not hesitate to contact us to further discuss this matter.
Very truly yours,
Veda Flowers
Legal Assistant
(216) 685-1171
VLF:iar
cc: Tracy L. Young, Fiduciary- regular mail
WWR#02828565
FORM 93-O.C. DIVISION
IN THE COURT OF COMMON PLEAS
of
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE: ESTATE
OF No.21-03-180 of
Rosanna E. Turner
Deceased
Goods and services purchased on Visa
Bank of America N.A. Account No. 4319041010773499
CLAIM
To the Clerk of Orphans' Court Division:
Index and make proper entry in your official records of the claim of Bank of America N.A.
c/o Weltman, Weinberg & Reis Co., L.P.A., 323 West Lakeside Avenue, Suite #200, Cleveland~ Ohio 44113-1099
(Claimant)
in the amount of $745.41 against the estate of the above named decedent.
This claim is filed under Section 3532 (b) (2) of the Probate, Estates and Fiduciaries Code.
The said decedent, who resided at 343 W. Penn St. Apt. 1
Carlisle, PA 17013
(Address)
2002.
Written notice of this claim was given to Tracy L. Young, Fiduciary
2917 Butler St. Harrisburg, PA 17103 on
(Personal representative, if any, or counsel)
died on October 12
,2003.
(Claimant)
Veda Flowers, Agent for the Claimant
c/o Weltman, Weinberg, & Reis Co., L.P.A.
323 W. Lakeside Ave., Suite200
Cleveland, Ohio 44113
(Claimant's Address)