HomeMy WebLinkAbout02-1086PETITION FOR PROBATE and GRANT OF LETTERS
Estate of _ Mari orie S Burke
also known as
3 9 eceased.
Social Security No. - -
No. _ ~ ~- DoZ - ~o d (O
To:
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petiitioner(s), who is/are 18 years of age or older ante cut or named
in the last will of the above decedent, dated ~C~~~ ~ , 19 72
and codicil(s) dated _ n / a
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland p S p
bast family or principal residence at
er ou -~~reet,y' Carlyisle' PA
(list street, number and muncipality)
Decendent, then 82 years of age, died September 1 9, 2002 , 19 ,
at Carlisle Medical Center
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: no exceptions
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:
2,200.00
WHEREFORE, petitioner(s) respectfully request(s) the~robate of the last will and codicil(s)
presented herewith and the grant of letters es amen a y
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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~~° •5 Crossroad School Rd
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~a _ Carlisle, PA 17013
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1
COUNTY OF CUMBERLAND ~ 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 p ner(s and that as personal represen-
tative(s) of the: above decedent petitioner(s) will wellland~ y ad ini estate adding to law.
Sworn to or affirmed and subscribed ~~ U ~..~._~--~_
before me this 3rd day of A. Thomas BUrke ~•
Decemb r 2002 ~ a
~ ~ ~.
nna ., o, s pu
egister y
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NO. 21-2002-- 1086
Estate of Marjorie S . Burke ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
202____ ;r. c:aaideration ~ ~ <:~ ,`e;?°i~,;,. -?tt
AND NOW December 4th__ __ _ _
the reverse side hereof, satisfactory proof having been presen~~ q~~e~ Z/ 1 972
IT IS DECREED that the instrument(s) dated 6
described therein be admitted to probate and filed of record as the last will of
Marjorie S. Burke
and Letters
are hereby granted to A • Thomas Burke
~ 1
Register of Wills ~~~~,~,
Donna M. Otto, lst i ~pESy ~'
Probate, Letters, Etc. ......... ~ 25.00
Short Certificates(2) .......... S 6.00
.x-Pages..(.1) . ~ 3.00
JCP ~ 10.00
TOTAL ~ 44 00
FiledDec~nber•4thr200.2•••••••~•••••••
Regist Wills
Ronald E. hnson, Esq.
16453
78 West Pomfret Street
ATTORNEY (Sup. Ct. LD. No.)
717-243-0123
ADDRESS
PHONE
CALL ATTORNEY ON 12-04-02
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
__ ,
codicil
(each) a subsc:ribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that present and saw
the testat ____, sign the same and that signed as a witness at the
request of testat in h__ presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this day of (Name)
19
(Address)
Regrster
(Name)
(A ddressJ
21-2002-1086
REGISTER OF WILLS OF ~ul~'11S'~121,~N1~ COUNTY
OATH OF NON-SUBSCRIBING WITNESS
~ ~ ~ - L Liii y~,L:~ `JI.! I ~L L ~ Y~f/~ /'~UY~ ~l(/f ~r c~Q~~~d L
(each) a ~ scriber hereto, (each) being duly qualified according to law, depose(s) and sa (s) th
~~~ familiar with the signature of ~~!/~/~~~ ~__~/
cam} ~./
testat rrr of ( ) the will presented herewith and
codicil
that ~~' believes the signature on the will is in the handwriting of
Donna M. Otto, l.st Deputy
to the best of a~iZ? L°/h_ knowledge and belief
Sworn to or affirmed and subscribed before
me this 3rd day of
December- ~ 2002
Register
f~. ~c ds 4~,r~ ~ ~
_..s~s yorr-r ~~ S~' ~~ ~,'~~- Cdr/1/~
~`~~/Sl(~Adc~res~j~
r~l~
WA~'~INI'VG: fT IS ILLEGAL TO ALTER THIS COPY OR
"CG ~Uf'LICATE BY PHOTOSTAT OR PHOTOGRAPH.
di"~'iN'?N~~+!_F _T t' Qh F't NNSYL4'ANIA
3i ghiN'~E_n~r y;~, Fii:ALTN iTAI_ RECORDS
..' )':I'31~ .~E .~0f;7,~I~~i.Ft'~4 ;~`ER`~~F'JCATIOi`J OF DEATH
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CERT. NC>. ~ 5~~~.®~~ 1~*<~~ ,,:;~*' Se t. 23 2002
~R, a~ _% -~--- ~ ---- _
\ ~~ -. ~~,'1,~ Oste ('.. ue of i t t ~ica~ r,r
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--- ---- -
A~rJ~_~_ _13IZR_I „~~, _
Name of Decedent - - ~------------- ---- ----------_ -__
Sex ___Female_-__------- Soria! Security No. ----_ _. 1~-_Ol_- 1239 ----- Date of Ueath
-- -- - ~~t---14~-2Q02..- -__- _ -
Date of Bi,th _Feb _].$;_j42_Q_----_-.-__- Birthplace __We~Y C~heSteT,__.j?A_--
-_. ~aTlts)~Med1Ca1 ~
_ ~ ----- --ember
Place of ;)eats, ~~ larid_GQ,,.__- ---- --C~,Th~~e---_-----------Penns~vania
Race_--~+1_~t~ __-__-Occx.,pat,on ._____P Ckei/mushrOOms____, ____ Armed Forces% (Yes or No) __n0
_ _ - - -- -
~~ecedenYs
Marital S';t~,s~ _~id. -___ --__ f,~ailing Address _1000 W._-South St., Carlisle PA 17013
Informar-,t ____ Thomas Eturke -- ____ -_ _ __ ____ Funeral Direct. }r __ Curtis S. Greer
__ --
-- -
ame an'~ A,dd~e~s of
Funeral Etat3,fsh:ment _,_-_Cleyeland & Gofus Funeral Home _Inc., Avondale
--- ~ ---
~~ ~rvai ~~~t~~reen
Part I: Immedrate wause
a!____-At~dominalaortic_aneurv~m_r~n ~r -------- -,
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Part !I: ether Sign,f~cai~~t f ,~nditions -- -- -
!' - _ -
Manner ~ ~t ;c ,ors, D=scribe how injury oc~u ~".
Nal~,ra! X ~:r~mic,dc
A,;cidc~nl F'F n`''~,g Pn:-~esti;Tat~rn ,- -.. - _-
~:~iciue ~~ i ~+ - - _
. ou ~_, r~~c,t be Determined ~~
r~ ~ r, ~t~ ~, ,~ 7 ~`i ; -~, -r,, F f ,,, _- _ ----- _---Chnst~her J. Bero
-_ ~ M. D. - ----
-
Addres~: - _ -- __ --_______Maslaud Assoc.,_220 Wilserv St.._Carlisle_______-
Thi f ; t ~~. r,`y -1,~3t the information here given is co redly copied from an original certiFic~~?te
of ~ 'f~ d~-~;; f,ic~,~ ~srith me as Local Registrar. The o, ginal certificate ~~ti~il! be forwarded to the
Sta,F ,,;r;.; r'i~,,;o~,~s r}ffic:= fcr permanent filing,
• 15-165
-- - -- -
Pnt ~ ~n~~
335 Ray-Mar Road, Oxford
- ~ _-_ - _.
------------- -----
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LAST WILL AND TESTAMENT
I, MARJORIE S. BURKE, a resident of West Grove, Chester
County, Pennsylvania, being of full age and saund and disposing
mind and memory, make, publish and declare this to be my Last
Will and Testament, and I hereby revoke any and all wills by
me at any time heretofore made.
FIRST: I direct that all my just debts and funeral
expenses be first paid out of my estate.
SECOND: After the payment of my just debts and funeral
expenses, I give, devise and bequeath all of my estate, real,
personal and mixed of every kind and nature whatsoever and
wheresoever situated, to my beloved husband, Alfred H. Burke,
absolutely and in fee simple, and in the event he predeceases
me, I give, devise and bequeath all of my said estate to my
child, A. Thomas Burke, absolutely and in fee simple. If said
child is not living at the time of my death his share shall
go to his issue per stirpes.
THIRD: If said issue are under age twenty-one years,
I direct that their share be held in trust for them by their
mother to be used for their support, education. and maintenance
during their minorities. The principal of their respective
shares shall be paid to them upon their attaining the age of
twenty-one years, and until their arrival at the age of
twenty-one years, any income not used for their benefit shall
be accumulated by said trustee and paid to them upon their
attaining age twenty-one years. In the event that any of such
minors should die under the age of twenty-one years, the
principal of the share held in trust for the minor so dying,
together with any accumulated income, shall be paid over to
his issue per stirpes. In the event no issue survive, then his
share shall be paid to the then surviving brothers and sisters
of such minor in equal shares.
FOURTH: If said mother should die before all children
reach age twenty-one years then I appoint Farmers Trust Company
of Carlisle, Pennsylvania, as substitute trustee.
FIFTH: I hereby nominate and appoint my beloved husband,
Alfred H. Burke, to be the Executor of this my Last Will and
Testament, and in the event of the death of the said
Alfred H. Burke, during my lifetime or his incapacity or
refusal to act, I nominate and appoint A. Thomas Burke of
Carlisle, Pennsylvania as Executor. I hereby direct that
neither Alfred H. Burke nor A. Thomas Burke shall be
required to give any bond as such Executor.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this _~day of~ ~~ _, 1972.
t°~,
' Ma jorie S. Bur e
Signed, sealed, published and declared by Marjorie S. Burke,
testatrix above named, as and for her Last Will and Testament,
~,vritten on two sheets of paper, in our presence, who, in her
presence at her request and in the presence of each other have
hereunto subscribed our names as attesting witnesses:
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CERTIFICATION OF NOTICE UNDER RULES 5.6(a)
Name of Decedent: Marjorie S. Burke
Date of Death: September 19, 2002
Will No: 21-02-1086
To the Register:
I certify that notice of beneficial interest 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 December 6, 2002:
A. Thomas Burke
585 Crossroad School Road
Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under Rule 5,;~(a) except: No exceptions.
Date: December 6, 2002
Rona Johnson, Esquire
78 es Pomfret Street
Carl , PA 17013
Phone: 717-243-0123
Capacity: Counsel for personal representatives
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CO!!:wEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE DEPT.
280601 HARRISBURG, PA 17128-0601
/7-/05 - 1
OFFICIAL USE ONLY
REV -1500 INHERITANCE FILE NUMBER
TAX RETURN RESIDENT DECEDENT 21-02-1086
9. Ut'g'tion Proceeds Rec'd 10. Spousal Poverty Credit 11. Election to tax wi Sec. 9113(A)
1lJIIjil;\a&1tiQMj!Nl'J,;$Jlj!llmlill!i!l~Wi'iAU;ffi~J$j!wIi@!\$.Nij~Nfill!!!f@mjmjfA*MiR:milIlIit@mJ@iJ
NAME: COMPLETE MAILING ADDRESS:
Ronald E. Johnson, Esquire
FIRM NAME:
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Burke, Mar"orie S.
DATE OF DEATH (MM-DD-YV) DATE OF BIRTH.(MM-DD-YV)
(J -I - "Z O...l-Ir~ ~~
(IF APPLICABLE) SURVIVING SPOUSE'S NAME
COUNTY CODE
YEAR
NUMBER
1. Original Return
o 2. Supplemental Return
o 4a. Future interest Compromise
D 7. Decedent had Living Trust
SOCIAL SECURITY NUMBER
THIS MUST BE FILED IN DUPLICATE
WITH THE REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return
o 5. Fed. Est. Tax Return Req'd
0_ 8. Total number of SOS's
Ronald E. Johnson, Esq.
Andrews & Johnson
78 W. Pomfret St.
Carlisle, PA 17013
$0.00
$0.00
OFFICIAl. USE ONLY
4. Limited Estate
6. Decedent Died Testate
$0.00
$3,573.96
$0.00
(8)
$3,573.96
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Andrews & Johnson
TELEPHONE NUMBER
717 243~123
$504.00
$128,771.05
(11) $129,275.05
(12) ($125,701.09)
($125,701.09)
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<.045
x.12
x.15
$0.00
$0.00
$0.00
$0.00
$0.00
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3.Closely Held Corporation, Partnership or Sole-Prop.
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Misc. Personal Prop.(Sch.E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. InterNivos Transfers & Misc. Non-Propate Prop.
8. Total Gross Assets (total lines 1-7)
9. Funeral Expenses & Administration Costs (Seh H)
10. Debts of Decedent, Mortgage liabilities, & Liens
11. Total Deductions (total lines 9&10)
12. Net Value of Estate (Line 8 minus line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts
for which an election to tax has not been made (13)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(15)
(16)
(17)
(18)
(19)
20 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
:nHmHH%HwtWiHf;:il!J!!I'l~ttM@Nl\W!\Wl!M1tiUg4'M:<!jlf'..'...'.'..'.'Jj!lm~IIj!;Niji!llll.1m~w.t{iMimijIig;
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(9)
(10)
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15. Amnt of Line 14 taxable at the spousal rate,
or transfers under Sec.9116(a)(1.2)
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
$0
$0
:.::'-:-:-:.:.;.:.;.;.:.:.:.:....
If Line 1 ... Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
8. Enter the total of Une 5 + SA. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
@%$@tl@@#{Wi~W?i?;%"i1M4Wfitk~r:~mi*WW.&b.r:ff&Wi%*1t:&t~.mw...tl~1j;f4t~ti%{~%"t@t.Jt.WkW';_@ltHl:ttf.#f#WHt~gt~H1tm*mf.0fdEtMH~~%00~m%:mHn:~:::
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CITYc.
Tax Payments and Credits:
1. Tax Due
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discounts
Total Credits (A+B+C)
3. InteresUPenalty if applicable
D. Interest
E. Penalty
4.
TolallnteresUPentalty (D+El
If line 2 is greater than Line 'i + Line 3, enter the difference., This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5.
ZIP
I (://.3
(1)
(2)
(3)
(4)
(5)
(SA)
(58)
$0.00
$0.00
$0.00
$0.00
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Old decedent make a transfer and: yes no
a. retain the use or income of the property transferred:
b. retain the right to designate who shall use the property transerred or its income:
c. retain a reversionary interest: or
d. retain the promise for life of either payments or care?
2. If death occurred after Oecember 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?
3. Did decedent own an "in trust fot' or payable upon death bank account or security at his or her death?
4 Did decedent own an Individual Retirement Account, annuity, or other non.probate property which
contains a beneficiary disignation?
o
o
o
o
o
o
o
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D
D
D
D
D
D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under pencatties of perjury, I declare that I have examined this retum, including accompal1ying schedules and statements, and to the best of my knowledge and belief, it is true, correct
and complete
re arer has an knowled e.
70/3
DATE i;l..
DATE
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Fo( dates of death on or after July 1,1994 and before January 1, 1995, Itle tax rate imposed on the net value of transfel'$ to or fOr the use otthe surviving spouse is 3~ [72P.S. Sec.
9116(a)(1.1)(I}l
For dates of death on or after January 1, 1995, the talC rate imposed on the net Vlllue 01 transfers to or for the use of the surviving spouse is 0% [72 P.S. Sec. 9116{a)(1.1)(ii))
The statute does not eompt a tra(lsfer to a surviving spouse from tax, and the statutory requirements for disclosure ot assets and filing a tax return are still appliea~ fNM\ if the
sl.lI\I\'1\ng s.pouse )s the
only beneficiary
FQf dates 01 death on 01 after July 1, 2000:
The tax rate imposed on the net value of transfers from a deseased child twenty_one years of age or younger at death to or for the use 01 a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P,S. Sec. 9116(a)(1.2)].
The talC rate imposed on the net Vlllue of transfers to or for the use of the decedenfs lineal beneficiaries is 4.5%, elCceptas noted in 72 P.S. Sec. 9116(1,2) [72 P.S. Sec.9H6\a){1).
The talC rate imposed on ttle net Vlllue of transfers to or for the use of the decedenfs siblings is 12% [72 P.S. Sec.9116{a)(1,3)]. A sibling is defined, under Section 9102, as an
mdividual...mo has. at lea$tOMl pafern. in C011'omon with the decedent, wIlether by blood or adoption
LAST WILL AND TESTAMENT
I. MARJORIE S. BURKE, a resident of West Grove, Chester
County. Pennsylvania, being of full age and sound and disposing
mind and memory, make. publish and declare this to be my Last
Will and Testament, and I hereby revoke any and all wills by
me at any time heretofore made.
FIRST: I direct that all my just debts and funeral
expenses be first paid out of my estate.
SECOND: After the payment of my just debts and funeral
expenses, I give, devise and bequeath all of my estate, real,
personal and mixed of every kind and nature whatsoever and
wheresoever situated. to my beloved husband. Alfred H. Burke,
absolutely and in fee simple, and in the event he predeceases
me, I give, devise and bequeath all of my said estate to my
child, A. Thomas Burke. absolutely and in fee simple. If said
child is not living at the time of my death his share shall
go to his issue per stirpes.
THIRD: If said issue are under age twenty-one years,
I direct that their share be held in trust for them by their
mother to be used for their support, education and maintenance
during their minorities. The principal of their respective
shares shall be paid to them upon their attaining the age of
twenty-one years, and until their arrival at the age of
twenty-one years, any income not used for their b~nefit shall
be accumulated by said trustee and paid to them upon their
attaining age twenty-one years. In the event that any of such
minors should die under the age of twenty-one years, the
principal of the share held in trust for the minor so dying,
together with any accumulated income, shall be paid over to
his issue per stirpes. In the event no issue survive, then his
share shall be paid to the then surviving brothers and sisters
of such minor in equal shares.
FOURTH: If said mother should die before all children
reach age twenty-one years then I appoint Farmers Trust Company
of Carlisle, Pennsylvania, as substitute trustee.
FIFTH: I hereby nominate and appoint my beloved husband,
Alfred H. Burke, to be the Executor of this my Last Will and
Testament, and in the event of the death of the said
Alfred H. Burke, during my lifetime or his incapacity or
refusal to act, I nominate and appoint A. Thomas Burke of
Carlisle, Pennsylvania as Executor. I hereby direct that
neither Alfred H. Burke nor A. Thomas Burke shall be
required to give any bond as such Executor.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this 6(j day Of~) , 1972.
~~rYe- s~iJ," , Po
Signed, sealed, published and declared by Marjorie S. Burke,
testatrix above named, as and for her Last Will and Testament,
written on two sheets of paper, in our presence, who, in her
presence at her request and in the presence of each other have
hereunto subscribed our names as attesting witnesses:
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SCHEDULE E
CASH, BANK DEPOSITS AND
NUSCELLANIOUSPERSONALPROPERTY
ESTATE OF
FILE NUMBER
Marjorie S. Burke
(All property jointly..owned with Right of Survivorship must be disclosed on Schedule F)
ITEM DESCRIPTION
NUMBER
21-02-1086
VALUE AT DATE
OF DEATH
I
Checking account no: 267005186 - M & T Bank (See letter attached)
$3,314.85
2
Blue Cross. refund
$259.11
3
4
5
6
7
TOTAL (alsQ on line 5, Recapitulation)
$3,573.96
rlJ M&fBank
Manufacturers and Traders Trust Company, 1100 Wehrle Drive, PO. Box 767, Buffalo, NY 14240.0767
November 13,2002
RE:
Estate Search
The Estate of:
Date of Death (D.O.D.)
MARJORIE S BURKE
9/19/2002
To Whom It May Concern:
Identified below is the account information requested.
I. M&T Bank accounts in which the decedent's name appears:
Account
Type
Account Number
Account Title
Opening Branch
D.O.D. Accrued Interest
Balances
(Includes Accr.
Int.)
$3314.85 $.00
CHK
2670051826
MARJORIE S BURKE
4319
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number
Amount Owed
Account Description
NO Safe Deposit Box titled in the Decedent's name existed at our office.
If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724-
2440 outside of the Buffalo, NY calling area. Thank you.
Sincerely,
M&T BANK CORPORATION
BY: --/?~~
i\u"~d Signature
DATE: 11-/3-0~
SCHEDULE H
FUNERAL EXPENSES, ADMINISTRATIVE
COSTS AND MISCELLANEOUS EXPENSES
ESTATE OF
FILE NUMBER
Marjorie S. Burke
21-02-1086
C.
(All property jointly-owned with Right of Survivorship must be disclosed on Schedule F)
ITEM DESCRIPTION AMOUNT
NUMBER
Funeral Expenses:
I prepaid
2
Administrative Costs:
I Personal Representive Commissions
Social Security Number of Personal Representative:
2 Attorney fees to Andrews & Johnson $450.00
3 Family Exemption
Claimant Relationship:
Address of Claimant at decedent's death:
Street:
City: State & Zip
4 Probate Fees to Register of Wills $44.00
Miscellaneous Expenses:
I Register of Wills - P A Inheritance Tax Return - filing fee $10.00
2
3
4
5
6
7
8
9
10 -
II
12
13
14
15
16
17
TOTAL (aJso on line 9, Recapitulation) $504.00
A.
B.
SCHEDULE I
DEBTS OF DECEDENT
MORTGAGE LIABILITIES AND LIENS
ESTATE OF
FILE NUMBER
Marjorie S. Burke
21-02-1086
ITEM
NUMBER
DESCRIPTION
AMOUNT
1 Checking account transaction in M&T acct. no. 2670051826 (Item 1 Schedule E)
prior to death and outstandng on date of death
Check #
2130
Pavee
Sara Todd Nursing Home
$1,137.30
2
Commonwealth of Pennsylvania - Dept. of Public Welfare
(See letter attached)
$127,633.75
TOTAL (also on line 10, Recapitulation)
$128,771.05
/ j -lC, -- ~y
BUREAU OF INDIVIDUAL TAXES COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX DIVISION DEPARTMENT OF REVENUE
DEPT. 280601
HARRI58URG, PA 171za-o6o1 NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 E% ~FP (O1-OS)
DATE 03-03-2003
ESTATE OF BURKE MARJORIE S
DATE OF DEATH 09-19-2002
FILE NUMBER 21 02-1086
RONALD E JOHNSON ESQ ' COUNTY CUMBERLAND
ANDREWS & JOHNSON ACN 101
78 W POMFRET ST Amount Remitted
CARLISLE PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~
--------------------------
REV-1547 EX AFP (01-031 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
---------------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BURKE MARJORIE S FILE N0. 21 02-1086
ACN 101 DATE 03-03-2003
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)
2. Stocks and Bonds (Schedule B) .00 NOTE: To insure proper
(2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) •00 submit the upper portion
(4) .00 of this fore with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3,573 96 tax payment.
6. Jointly Owned Property (Schedule F) .00
(6)
7. Transfers (Schedule G) (7) .00
8. Total Assets
(8) 3, 573.96
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 504.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 28,771 05
11. Total Deductions
12 . Net Value of Tax Return (11) l ~q 7 ~ l) S
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 125,701:00
14. Net Value of Estate Subject to Tax
t14) 125, 701 . 09-
NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX•
15. Amount of Line 14 at Spousal rate (15) .00
16.
Amount
of
Line
14
taxable at
Lineal/Class A rate
(16)
00 X
17.
Amount
of
Line
14
at Sibling
rate
(17) .
00 X
18.
Amount
of
Line
14
taxable at
Collateral/Class B rate
(18) .
00 X
19.
Principal
Tax Gue . X
DATE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
/PEN PAID (-) ~ AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
00 _ .00
045 - . 00
12 - .00
15 = .00
[19)= . 00
.00
.00
.00
.00
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
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 dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life 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 23 of 2000. (72
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.
--Make check or money order payable to: REGISTER OF HILLS, AGENT
REFUND (CRI: 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 23 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 (60) days of receipt of
this Notice by:
OR
--written protest to the PA Department of Revenue, Board of Appeals, Oept. 281021, Harrisburg, PA 17128-1021,
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA DeparPA n17128-0601ue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg,
Phone (7171 787-6505. See page 5 of the booklet "Instructions far Inheritance Tax Return for a Resident
Oecedent^ (REV-15017 for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three C3) calendar months after the decedent's death, a five percent (5%] discount of
the tax paid is allowed.
PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, 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 (9) months and one (1) day from the date of
death, tc the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6%) 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 far 1982 through 2Interest Daily
Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1987 9% .000247 1999 7% .000192
1982 20% .000548 .000219
1983 16% .000438 1988-1991 11% .000301 2000 8~ .000247
1984 11% .000301 1992 9% .000247 2001 9%
1993-1994 7% .000192 2002 6% .000164
1985 13% .000356 .OD0137
1986 10% .000274 1995-1998 9% .000247 2003 5%
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELIN@UENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen C15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
\
.
COMMONWEAlTH O~ PENNSYlVANIA
DEPARTMENT OF PUBLIC WELFARE
BUREAU OF FINANCIAL OPERATIONS
ESTATE RECOVERY PROGRAM
PO BOX $4813
HARRISBURG. PA 17105-6486
October 17, 2002
ANDREWS & JOHNSON
RONALD E JOHNSON ESQUIRE
78 WEST POMFRET STREET
CARLISLE PA 17013-3216
Re: MARJORIE BURKE
CIS #: 580141771
SSN: 182-01-1239
Date of Death: 09/19/2002
Dear Mr. Johnson:
Please be advised that the Department of Public Welfare maintains a
claim in the amount of $127,633.75 against the shove-mentioned estate. This
claim is for restitution of medical assistance granted on behalf of the
decedent for which the Probate Estate is now responsible to reimburse the
Department according to Act 49, 62 P.S, 1412, effective August 15, 1994, as
amended by Act 20-95, effective June 30, 1995. Enclosed is the Department's
itemized statement of claim.
A portion of this medical expense, namely $18,266.50, was incurred
during the last six months of the decedent's life; therefore, it is a Class 3
claim pursuant to Section 3392 of the Decedents, Estates, and Fiduciaries
Code, 20 Pa. C.S.A. 3392(3). The balance of the claim, namely $109,367.25,
is to be entered as a priority Class 6 claim against the estate.
Please acknowledge receipt of this letter and advise whether the
Commonwealth's claim is admitted and when payment may be expected. If the
estate accounting is complete, please provide a copy. If the estate contains
real estate, please provide copies of the deed, the latest tax assessment,
and a current appraisal, if available.
Sincerely,
tbdj.;1'.A-,A.)
Carol J. Zellers
TPL Program Investigator
717-772-6266
717-772-6553 FAX
Enclosure
SCHEDULEJ
BENEFICIARIES
ESTATE OF
FILE NUMBER
M . . S B k
21 02 1086
anone ur e - -
ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE
NUMBER OF ESTATE
I A. Thomas Burke son 100%
2
3
4
ITEM NAME AND ADDRESS OF BENEFICIARY
NUMBER
AMOUNT OR SHARE
OF ESTATE
B. Charitable and Governmental Bequests:
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (also onter on line 13. Roc"Pitulation)
$0
cumDerland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 8/03/2004
JOHNSON RONALD E
78 WEST POMFRET STREET
CARLISLE, PA 17013
RE: Estate of BURKE MARJORIE S
File Number: 2002-01086
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 9/19/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
JRD/June 30, 1992/17858
oc- 0 2004
In Re: Estate ofMarjorie S. Burke ' ORPHANS' COURT DIVISION
Late of Carlisle Borough ' COURT OF COMMON PLEAS OF
· CUMBERLAND COUNTY
Estate No.: 21-02-1086 · PENNSYLVANIA
NO. 21-21-02-1086
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: A. Thomas Burke
Counsel for Personal Representative: Roanld E. Johnson
Date of Decedent's Death: 09/19/2002
Date of Delinquency Notice: 10/08/2004
The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accordance
with Rule 6.12, 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 Status Report required by Rule
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12,
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30,
2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in
accordance with Rule 6.12 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: 10/08/2004 ~
Glenda Famer Strasbaugh
Clerk of the Orphans' Court
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for at in Courtroom No. 3. If the Status Report is filed prior to
the hearing date, the hearing will automatically be cancelled. ,?~. .~ ;;
George E.:~-bff~e~r, P~.j.[ g" ~:
STATUS P,.EPORT U}K~DER RU-[,E 6.1 ?
wi:l
Pursuant to Rule 6.12 of the Supreme Cou~ O~h~ns' Cou~X Rules, ~ repo~ the
~ouo wma wm~ respect to oomptedo= of the adm~stygdon of the dbove-c~pfioned estate:
State,er a~stratio:
1. ~e~ No ~ of the estate is complete:
2. ~e ~swer is ~o, state whe: the pe~so=al representative reaso=ably
hhat the a~s~atio= will bc complete:
3. ~ the ~swey to ~o. 1 is Y~s, s~te ~e folIow~g:
a. Did th~ pe~so:aI repms~ntativ~ fi]e a ~al account with the Co~?
b. T~ sep~ate O~' Com~ No.
accost
c. Did the person~ r_.~presentative state a~ account irformally to the parties
in interest? Yes~ No
c. Copies of receipts, yeleases, joinders mhd approval of formal or
informal accounts may be filed with the Cleric of the Orphans' Court
6(~: ~['~/ 6 [ 13,2 ~0. Telephone No.
CK¢ acky: ~ersonai Rep,:es entative
: . [ ~~n~el ~or ~,e~sonal represemat~ve