HomeMy WebLinkAbout02-0897
Estate of J( "'+ L..::x" I-l,,-~k;... ,.....
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
.;.,1- 02. - ~ t:rl
No.
To:
Register of Wills for the
. Deceased. County of CUMBERLAND in the
Social Security No. :2. 0 r - I ~ - {> SJ 7 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s). who is/are 18 years of age or older an the execUl "r~
in the last will of the above decedent, dated -:Ju", ~ OJ
and codicil(s) dated
named
, 19~
~.......'\ ~l",'( \l.~<!.\(~_ . Fl.' . ~'- 1<1'8'.5"' <,,__
(state relevant circumstances. e.g. renunciation. death of execiJtor. etc.)
Decendent was domiciled at death in ell """'he.... ~ ~...J County, PennsYlv~ni~ with
he.... last family or principal residence at g- R",,-f(dW"'~ ~,...u... C".......f 1-\";\\, /1"/1
(list street, number and muncipality)
years of age, died <;",f'~ ..'" Ie U.r .:J.l! \ ,~:. DC:>~ ,
at.., .. S A~' . .s~ b ~"- "- "". ~ \;'.... c."v .
Except s follows, decedent did not marry, was not divorced and did ot have 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: Roc> 'D..""" }...."""-'!"- ll-.. \....
'1""'-
$ tJ. -ys"o""
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters t...~... ""'... ""-\..." 1
(testamentary; administration c.t.a.; administration d.h.D.c.l.a.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } 58
COUNTY OF t........... <... ILr-\",""d.
No. 21-02-0897
Estate of KATHRYN A. HECKMAN
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW OCTOBER 4th. 3-ZQ.Q2.... 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 JUNE 4th, 1986
described therein be admitted to probate and filed of record as the last will of
KATHRYN A. HECKMAN
and Letters TESTAMENTARY
are hereby granted to ROBERT SMITH AND THEODORE R. TRIMMER. JR.
QrnM1l) lm.rf)jj;. J1y;t ~ or' . (I,ll JI!2.,:LJJJ.Pj
Register of Wills
FEES
Probate, Letters, Etc. ......... $
Short Certificates( 2) . . . . . . . . .. $
~ EX'l:U.r~S.2... $
JCP $
TOTAL _ $
4, 2002
235.00
h 00
6.00
5.00
252.00
VICKY ANN TRIMMER, ESQUIRE
A TIORNEY (Sup. Ct. J.D. No.)
3401 NORTH FRONT STREET
ADDRESS
HARRISBURG, PA 17010
717-232-5000
Filed ?~.~~~~~..........................
PHONE
MAILED TO ATTORNEY 4, 2002
r~
Hl05J!05 REV9!86
This is to certif).r that the information here given is correctly copied from an original certificate of death duly filed with me as
Local R~gistrar. The original cerrificare will be forwarded ro rhe Srare Viral Records Office for permanenr filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
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P 8606661
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COMMONWEALTH 01' PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
HPEJPRlIH
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camp Hill, PA 17011
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MEF'lEDl_Da-;._1
1863 Center street
Hill PA 17011
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21-02-0897
LAST WILL AND TESTAMENT OF KATHRYN HECK1~
I, KATHRYN HECK~~, of 8 Rockaway Drive, Camp Hill,
Pennsylvania, being of sound and disposing mind, memory and under-
standing, do make, publish and declare this to be my Last will and
Testament, hereby revoking and making void all former Wills by me
at any time heretofore made.
1.
I direct the payment of all my just debts and funeral expenses
as soon as conveniently may be after my decease.
2.
All the rest, residue and remainder of my Estate, real, personal,
and mixed, whatsoever and wheresoever situate, I give, devise and
bequeath in equal shares to my children, Patricia H. Trimmer and
Darlene R. Smith.
3.
I nominate, constitute and appoint my son-in-law, Robert Smith
of York Haven, Pennsylvania and my son-in-law, Theodore R. Trimmer, Jr.
of Mechanicsburg, Pennsylvania, to be Co-Executors of this, my Last
Will and Testament. I further direct that they shall not be required
to file bond or other security in the Office of the Register of wills
for the purpose of administering my Estate.
4.
I authorize and empower my personal representatives, in their
sole and absolute discretion, to purchase or otherwise acquire and
retain any investments of which I die seized, or any real or
personal property of any nature; to sell, lease, pledge, mortgage,
transfer, exchange, dispose of, or grant options in regard to any
or all property of any kind forming a part of my Estate for such
terms and such prices as they may deem advisable; to borrow money
for any purposes connected with the protection and preservation of my
Estate; to mortgage or pledge any real or personal property forming
-1-
a part of my Estate, or to join in or secure the partition of same;
to compromise any claims or demands of my Estate against others or
of others against my Estate; to make distribution in kind and to
cause any share to be composed of cash, property in undivided
fractional shares in property different in kind from any other share;
and to execute and deliver such instruments as may be necessary to
carry out any of these powers.
IN WITNESS ~mEREOF, I have hereunto set my hand and seal this
4/!!i
day of
fALL
, A.D. 19!16.
;J . ..
~!:1/1/~-"~L...L~-L-'1
I
(SEAL)
Signed, sealed, published and declared by the above-named
KATHRYN HECKMk~, as and for her Last will and Testament, in the
presence of us, who at her request and in her presence, and in the
presence of each other, have hereunto subscribed our names as
witnesses.
(~~';"/i L<&.."LL Cl. ~'" /1
-2-
COMMo~mALTH OF PENNSYLVANIA )
) SS.
COUNTY OF CUMBERLAND )
I, KATHRYN HECKMAN , 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; that I signed it
willingly and that I signed it as my free and voluntary act for the
purposes therein expressed.
I "'""r
/1 'I' J , . '
jj
, 1}..""/~~ -l/\.-\
~~~~n or ~~~frMed ~~ya~~ a~)I~~~~~ged
II'~ l{,tJ;d )--.,/ku,t;:{/.' III
Notary PublJ.c
before me by the above Testat rix
, A.D. 1986.
NOT,;:\Y PUBliC
M'a(;han:cstr!r~~1 FA C,;:T.J.;(a:d CCl~mty
My Commission Expires June 20, 1988
COMMON~mALTH OF PENNSYLVANIA )
) 55.
COUNTY OF CUMBERLAND )
Ne, ~l,'11-(. ,::' ,ltt,,'{<>(J- and Elizabeth A. Curll
the witness s whose names are sJ.gned to the attached or foregoing
instrument~/ being duly qualified according to law, do depose and say
that we were present and saw KATHRYN HECKMAN , Testatrix
sign and execute the instrument as her Last will; that KATHRYN
HECKMA,'q executed it as her free and voluntary act for
the purposes therein expressed; that each of us, in the hearing and
sight of KATHRYN HECKMAN , Testa trix signed the
Will as witnesses; and that to the cest of our knowledge, the
Testatrix was at that tiMe eighteen (18) or more years of age, of
sound mind and under no constraint or undue influence.
-ftM2~ p, J.l,'eI.L
Sworn or affirmed to and subscribed before me this
, A.D. 1986.
r:sl,y A.p~1, 0., ~_
y 11/
day of
,:/)., 1/) ('
i /. ,...-
{/ ;f;til~\b :;: 71;[; [' !;~
Notary Public
NOTARY PUBLIC
. PA Cumb2r\and C:J~l:1tV
Mechamcsburg, J 20 1 saa-
My CommissIon bpi reS une I.
-. ///
.
\
Dc9- 1'f7
COMMo~mALTH OF PENNSYLVANIA )
) SS.
COUNTY OF CUMBERLAND )
I, KATHRYN HECKM~N , 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 wi1~; that I signed it
willingly and that I signed it as my free and voluntary act for the
purposes therein expressed.
k'nn:l"
I
~ i7-r~___ '"j__',
Sworr.
this
or affirmed
LJ!tt.
before me by the above Testat r:
, A.D. 1986.
to and
day of
ackJ10wledged
,\/1-' ~l'<'.__
j
()jf~k-~M C. ~d~2~_7!L
Notary Public
NOTARY PUBLIC
Mechanicsburg, PA CurnoiJr:'and' CO!lnty
My Commission Expires JUlie 20, 198.3
COMMON\'lEALTH OF PENNSYLVANIA )
) SS.
COUNTY OF CUMBERLAND )
l'le, /,,--,4.~~'-t;;;lo'- ana Elizabeth A. Curll ,
the witnes~s w ose names are s~gned to the attached or foregoing
instrument, being duly qualified according to' law, do depose and say
that we were present and sa'~ KATHRYN HECkMAN , Testatrix
sign and execute the instrument as herLa~t will; that KATHRYN
. , .,!'
HECKMAN executed ~t as her fr~e",and voluntary act for
the purposes therein expressed; that each of us, in the hearing and
sight of KATHRYN HECKMAN , Testa trix signed the
will as witnesses; and that to the best of our knowledge, the
Testatrix was at that time eighteen (18) or more years of age, of
sound mind and under no constraint or undue influence.
\
fA<<' p. Ji,'RI.4v
!;;l?" h-,~L t2. ~.
Sworn or. affirmed to and subscrihedbefore me this ~/ir
,~ , A.D. 1986.
. \/{1/1/1.(
day of
, " , /;/L' .
/ I " " C ,,/ /., - .-
r...: ';{.([ + (~J/ c,' 7' "/L.{: kJ.( {.-0!!L
Notary Public
NOTARY PUBLIC
Cumberland CO~\1ty
Mechanicsburg, PA .' J ne 20 1.')33-
My Commission ~pHes u, I
\,~,-~,
d)
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Kathrvn Heckman
Date of Death: 9/21/02
Will No. 21-02-0897 Admin. No.
To the Register:
I certify that notice of estate administration required by Rule 5.6(a) of the Orphans'
Court Rules was served on or mailed to the following beneficiaries of the above-captioned
estate on 10/22/02:
Name
Address
Patricia Trimmer
12 Andes Drive MechanicsburlZ. P A 17055
Darlene Smith
10 Oak Road York Haven. PA 17370
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
NONE.
Date: October 23. 2002
~//~
Signatur;--
Vickv Ann Trimmer. Esauire
Name
3401 North Front Street
HarrisburlZ. PA 17110
Address
:-
(717) 232-5000
Telephone
Capacity: _ Personal Representative
"
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--1L. Counsel for Personal
Representative
:308755_1
6
REV-1500 EX + (6-00) OFFICIAL USE ONLY
COMMONWEALTH OF PENNSYLVANIA REV-1500 ~
DEPARTMENT OF REVENUE /7- q~-
DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT '2.., 01. 0897
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
\-lee-\< M GlA.l) I<~ -\::; h l" ~ IV 20 I - [ b- 0$"17
DECE- DATE OF DEATH (MM-DD-YEAR) T DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE
DENT
0"1- "l.\ - <-00 1.- '-{, 27,- 1411.- WITH THE REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
tv o,,;.~
8 3. Remainder Return
CHECK ~' Original Return ~' ..,"~_ "~m (date of death prior to 12-13-82)
APPRO- 4. Limited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required
<8"'te 01 dea.th a1ter 12-12-82}
PRIATE 6. Decedent Died Testate 7. ecedent Maintained a living Trus1 1 8. Total Number of Safe Deposit Boxes
(Attach copy of Will) Attach acopyof Trust)
BLOCKS 9. Litigation Proceeds Received 10. ~pousal Poverty Creditjdate of death betwelln 011. ElectiontotaxunderSec.9113(A}
12-31-91 and 1-1-95) (Attach Sch 0)
THIS Se.CTIOIlMl)$TSe..CP""I'~ETED. ALL CO~RESPONOe.NCE &CONF1OENTIALTAXINFO~MATI9N$l'IOULDSEIlIREQTEDTO:
NAME -- COMPLETE MAILING ADDRESS . {:
COR- ,Ii c 1<" A,.J,.., lV"i""",,,,,,<e.r "3'1<>1 N, fro ,.A. .t"trc"'<it:
RE- FIRM NAME (If Applicable) 'VI,) a <>,. S"I SL>
SPON
DENT M.,.tt" 'i..\J,q,,.Js + Wcl.,Jl)~j G \-h,d;.! b""J . GJ-'\ n II()-CI 'i SI.:>
TELEPHONE NUMBER
711- "l. '30 '-.- so 0 <> . .
10"1. OFFICIAL USE ONLY
,. Real Estate (Schedule A) (1) :So 0 00
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal
Property (Schedule E) (5) 9~ () 9 'I. ..J,r
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested (6) 1'1-, 01'<.."\7
RECA-
PITULA- 7. Inter-Vivos Transfers & Miscellaneous
TION Non-Probate Property (Schedule G or L) (7)
8. Total Gross Assets (total Lines 1-7) (8) "2.-/.)", "07. 3J~
9. Funeral Expenses & Administrative Costs (Schedule H)(9) 't>, 6w.l.{o
10. Debts of Decedent, Mortgage Liabilities, & liens (Schedule I) (10) (, &-'1. (7
11. Total Deductions (total Lines 9 & 10) (11) q, S7) l{. S'7
12. Net Value of Estate (Line 8 minus line 11) (12) ?-O(.. , 10 z.. 7.J?
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) ,.,
has not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 2D6.ICL-.. 71
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15. Amount of line 14 taxable at the spousal tax
rate, or transfers under Sec. !l116(a}(1.2) X .0 (15)
- "/.
TAX 16. Amountof line 14 taxable at lineal rate 7-0/, , 101.. 1i' X.O ~ (16) l..7 7' ~ :1
COMPU- 17. Amountof line 14tal(able at sibling rate X .12 (17)
TATION 18. Amountof Line 14taxabJe atcoltateral rate X .15 (18)
19. Tax Due (19)
20. 0 ICHEcI<HE~E!FY()1) ARE REQUESTING A REFUND OF AN OVERPAYMENT I
>> BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND RECHECK MATH<<
o PAl5001
NT!' 29755
Copyright 2000 Great!andfNelco LP~ Forms Software Only
PA REV-1500 EX (6-00)
Decedent's Complete Address:
Page 2
STREET ADDRESS '0 I< Dc..\c::..."" 4'" V..,.,;
<.J
CITY C.A""", I~I\ I STATE p~ I ZIP
ItOIl
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
OJ. Z,7Y. '3
'1(,:1.73
Total Credits (A + 8 + C)
(2)
'T~.7. 73
3. Interest/Penalty if applicable
D. Interest
E. Penalty
5.
Totallnterest/Penally (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
if Line 1 + Line 3 is greater than Une 2, enter the difference. This is the TAX. DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + sA. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
(3)
4.
(4)
(5)
(5A)
(58)
7, i'"~(). 90
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred; ................
b. retain the right to designate who shall use the property transferred or its income;
c. retain a reversionary interest; or. . .
d. receive the promise for life of either payments, benefits or care?
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . .
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . .
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my
knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on information of
which preparer has any knowledqe.
SIGNATURE OF PERSON R ONSI8LE FOR
~~~.
ADDRESS 11.. 1.\...1... D......r
(\fLt!"~...,;&..J'to",,.~. ~4 "on~
SIGNATUR 0 REP ER OTH THAN REPRESENTATIVE
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
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ADDRESS
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17110 _o"lS"D
For dates of death on Of after July 1, 1994 ann beiore 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.19116(aJ(1.1)(i)].
FOf dates of death on or a.fter January 1, 1995, the tax rate is imposed on the net value of transfers to or for the use of the surviving spouse is 0% (72 P.S. 9 9116 (a) (1.1)(iil].
The statute doeslJ..Q1...exernpt a transfer to a surviving spouse from talC, 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 isO%[72 P.S.!91Hl(a)(1.2)J.
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) 172 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. 9 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.
o PA15002
NTF 2975!l
Copyright 2000 Greatland/Nelco LP - Forms Software Only
REV-1502 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
1<,"'\:.\..t':J"> t\1Z;c..\'-""'''''''' '-I-en.. -08<:;7
All real property owned solely Qr as a tenant In common must be reported at 1air market value. Fair market value is defined as the
price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property which Is jolnUy-owned with right of survivorship must be disclosed on Schedule F.
SCHEDULE A
REAL ESTATE
ITEM
NO.
1.
DESCRIPTION
12e",.\ -pt'.(:'....~ 10 c.", tu<;\ ~ ~ 1<.,~\c.,.........:J \)~. V\3,
C"'''''''\,...I-"I....ll U..,A-') ;t'oiN,...S, l\J~",,'\4 .
\1-t..~- OOL,-- I"S.
VALUE AT DATE
OF DEATH
10"1, mo. 00
Ct>r~f \~\\ I
\o.,."'7t:l~<-Ci1
J.h.
'S",\" -r....c..z
Sc<
A-l+I'IJ..~
~.lc\lD -\
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
I D~. 5'00 0'0
o PA15021
NTF33299
Copyright 2000 Greatland/Nelco LP - Forms Softwarll Only
1r/26/2002 17'49 FAX 717 761 4072
CAP REG LAND TR
Ii!J 002/003
...... ,
B NO. 2502-0265 .....
Pc B. l'YPEi OF" LOAN:
U.s. DEPARTMENT OJ:: HOUSING & lJJf:BAN Dl!VELOPMEtIT 1.nFHA 2.Dl=mHA 3.0CONV_ UNINS. 4.Dv... 5_ [glCONV. TNS.
6. FILE NUMBER.; I 7. LO..... NUMBER'
SETTLEMENT STATEMENT 02118CAP
B. MORTGAGE INS CASE NUMBE~;
C_ NOTE.: This fonn Is fum~ed to g;VfI you a mtemsnl 01 actulJI uttlflmffflt co. Amounts paid to and by the S9tJ/emenf tJQ""'t are $hown.
1/8n'111 marked "(POOr wef10l paid OIJ~ ths ~;ng; they:tlt'EI MOwn he,." tOr InfomJtJUon.1 purposos end il19 /'KIt InclUd9d ifJ thtJ t~l..
1.1) 3IA fT1'J!118CAP.~11eCAP"41
0_ NAME AND AOCRW;;SS OF BORROWER: E. NAME AND ADDReSS OF' S~l..LER: F. NAME AND AODRESS OF LENDER:
JEFFREY T. HOFFMAN ESTATE;: OF KATHRYN HECKMAN The WashinglQn Savings e~nk
KELl,YM. HOFFMAN
G. PROPERTY LOCATION: H. SETt"LEM'E.NT AGENT: 25-1722090 I. SETTLEMENT DATE=
e Rockaway OliVe Capital Region Land Transfer. Inc.
Camp Hill. PA 17011 November 28. 2002
Cum.b$tl8rld COUr\l)i. Pennsylval'Jla PLACEOFS~MENT
3310 lVfiilrket Sb"..1
Camp HUI. PA 17011
J. SUMMAR OF BOA~OWER'$ TRANSACTION K. SUMMARY OF=" 8 R'S TRAN roN
10 . GROSS AMOUNT D FROM BORROWER: 40 . GROSS AMOUNT DUE TO SELLI!R:
101. CQl"ltracf:Sa!es PrIoe 109 SOO_OO 401. Col"ltract S.les Price 109500.00
102. Persol'l.aI P 402. PenlQnal Pro
103. SeWement Ch .8 to Borrow (' Un~ 1400) <4 OSS.OB 403.
104. 404.
10(1, 406.
Ad;u.stnHill2U1 Far Items P.ld B SQ//er In edvanae Ad ustmQI1t.:l For ltQR18 Paid B Se/t8r in odlt~ce
106. Clt T..... to 4OS. C- T..... to
107. Caul'll "Taxes 11125102 to 01/01103 39.38 407. Cou Taxes 11126J02 to 01/01103 39.38
108. Scheol T;llIq8 11126102 to 07101103 620.04 408_ 5011001 T*X88 11/28/02 La 01101103 e20.04
1 De. Sewer/1'r;lllsh 11/2SJ02 to 01/011Oa 26_41 409. Se'NerlTrasl'l 11126102 tel 01/01103 211.41
110_ 410.
111. 411.
11.<. 412_
120_ GROSS AMOUNT ClUE FROM BORROWER 114.271.89 420.. GROSSAMOUN"f Due TO SELLER 110,185_83
100. NTS PAID BY OR BEHALF 0 BORRO Eft: O. Rmu ONS IN AMOUNT UI! TO Sr:U.ER:
201. Ce sIt or eamesttr'lOne 2.000.00 !:I01. Eixwn De osit Be. Jn15bucUol'ls
02. Prlncl I Amount of N....... Loan s 104,000_00 502. S.u,\emenl Ch es to Seller Un. 1400 8172.9!'i1
203. Extstln loan s taken liluDiect 10 503_ Exlstina JOM(:':} btken sub .ct to
204. ~04. PlIYOtf' offtrst Mo ge
200. ei05. of "dM . e
20ft 506,
207. 507. D sil ell.b. as "",...,,.
208. 508.
209_ Crec:tit for ntdon mill !ion 690_00 509. Credit for radon ml - BUon B~.OO
Ad. ustrnents For 110m. Un aid a Se//"r Ad uatments FO(' Items Un aid S Selle.
210_ Cit: Taxes to 510. Cl T..... to
211. CoulUVlax8S to 511. Coun T..... to
212. School Taxes to 5'~. School Taltes to
~13. 813.
214. 514.
215. 515.
216. 516.
217. 517_
2.18. 518_
219. 519_
220. roTAL. PAID avlFOR BORROWER 106.690.00 520. TOTAL REDUCTION AMOUNT DUE SEUER 8.862.99
301;1. CASH AT S EMENT F~OMITO SORI{ , 600, CASH AT SE"nLEMENT T SELlJ=R:
301. Gll"OS8 Amount Cue From Borrnw9I" ine 120 11&.2.71.89 601. Gross Amount Cue To eller ne 420 11011S0.83
302. L68S Amount Paid BylFor BOiTQ:W'er (Une 220 ( 106,690.00 602_ Leas Reduction. DUe Seils.. (Une 520) ( 6.862.99
303. CASU ( X FROM) ( TO) BORROWER 7,681.89 603- CASH ( X TO) ( FROM) SELLER 101.322.84
OM
The unc:fer9igned.hsreby acknowledge receipt of a completed ~py of pages 1&2 cfthis statement 8. any ilIt1z1chments referred too heroin.
Bo",,_, ~.~ 1~1l\.ML
Y T FFMA
.121.$H#e..lil<<tr--
Seifer
ESTATE OF KATHRYN ~
BY'# /~.E.. . "f'PV
~~~~. t,."....
700. TOTAL COMMIS8JON Bu.d on Price
Oivi:rion 0 1fVt1i$&Ion'l! fJ TOP if" fows:
01. $ 3,310,00 to E N T, I .
2. S 3,260,00 to H HANNA 0 EI R R
703. comrhlSs n aid lilt Settlement
704. TraMa on fee to
"00. JTEMS PAYABLE IN CONNIiC110N wrr.. LOAN
SO . Loan rnatlon Fee % to
IE- LQan OlllCOunt % to
.AmqbW~e ~
_ reditR art to
605. Len 8r'Si In$~ ee to
806. Underwrttln .,. to The Wastlin ton Savin s Bank
607_ iUIO.~fee tel_Chase
. m""IPrep.Fl5e to e uh Ion Savin
809. Roo ce c;atiQn . to T
. Federal ress to The W. ~n a n III ~nk
. C3 on tn We n ton vfn s Bank
9OD. rrEMS REQUIRED I!IV LANDER. TO BE PAID IN ADVANC~
901.lntBl'Q8tFram 11/26/02 to 12101102 t?n $ 16.740000/d~ (
2. Mo a e In:lurar'\lCle Premium for months 10
903. HinaTd Insurance Premium for 1_0 ilnI to Erie InsUl'Ilnce
904.
905.
1000. Rl!$ERVES DEPOSITED WITH L.E!NDER
1001. H.a:al.rd Insuranca 3.000
10OZ..Mort In.ulWlce 2.000
1003_ Taxes
1004. COUI"I liIIXS.
'005. Scheol TaxElS
.
CAP REG LAND TR
L. SETTLEMENT CHARGES
1 09.500_00 ~ 6_0000 % IS 670.00
Ii!I 003/003
p.,9"':I
~ ~d"Q/"ll"'O<lo 1""50 FAX 717 761 4072
PAID "ROM
00...."..,..
~NDBAj
~
p"",,,,,,,,,
~
FtJlliO$AT
"""'"""="'"
. .00
.0
-NRT. Inc.
7lS.00
n
2 e_oo
>2.00
.00
3 .00
ISd~
%1
83.70
279.00
o
11.000
5.000
month..
...
monlhs
months
mOl'littus:
rTl()nths
$
$
$
$
@ $
23.2"
67.60 .r
.,
32.60 ...
8..17~
.,
momh &9.75
month 135.20
month
moo" 3'59.15
mon," l:i11.02
men"
m
month -372.51
00.
1008.. te Ad. slrnent
1100. TITLE CHARBI!S
1101_ Settlement or C\ol;I~F8e
1102. Ab bW;torTItle Search
1103. Title mln
1104. Tille InsuranCilll Bind...
1105_ DOcument Pre radon
1106. N Fees
1107. Attomey's Fe..
n r1tnt .bow It9m num
In uran
tnclud9S Qba~ Item numbars:
rT109. l.ender's Covera .
1110. $ Coverage
1_ ~,B.1
1'f1'r"1')e~repaf1ltlon
"113. emi t
1114. Tl'BnSB on fee
1115. Home al'l"anty
11113. Clol5ln pro n etter
months
$
10
'"
'"
.,
'"
., Un
'"
McBeth
14.0
8.00
1108.
'" C.
'm
nd
n
s
.
to
104, .00
109. 00_0
Cl!Ii ,hll ion unl;l Tr8f'U!I r. nc_
Menfl Eqns o. cre
to ion l.Jln nsfer. Ine.
to Haws 8nna Delwel~ Re
to Home anan SAMe.
to Ca tal RaglOO Lan rans $Or', Ine.
1 O.
000
pI<g 15.0
125.00
399.
35.00
99.00
1 095.00
1.09~tOO
1116.
1200. GOVER~MIiNT RECORDING AND TRANSFER CHARGES
1201. Reoon:finn Fees: D.1ld $ 38.50; MQrb:u'Ine $ 60.50; Releases $
I oun aXl'Stam : Deed 1.095.00' Me B
1203. State Taxi tam s; Deed 1 OM.OO: Mo 8 e
1:i!04. Record Mort . Assi ment R rder II
12oel.
1300. ADDmONAL SETTLEMENT CHARQI!!$
1301.Su to
1302. Pest Ins on to
1303.
1304. Wire Fee Ca aI RIiI Ion Land Tran:&fer'. Ine.
1305.
1400. TOTAL SETTL.EMENT C"-'RO'ESS nter Dn Un.. 103, Section J end 5m!. Se~
ey&iQnirllll>"glII1o1ltlIi8Cl!1IemI!'fll,IhC!~".IIclcnO\lolllldgl:!l'-.oIIlDI.aI'.~c:opyllr~2a11h"'_PBlI~ /
... 066.06
;;) ~-~~
8,172.99
.....e'iijiMI Reglor'l Land TransfclI'. Ino.
Sattfement Agent
l02'1&CAPf02111!1CAP} 1.)
REV-150B EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
kAt\.-..';).... ttc.c.\<.",,,,..J '2.../-0-z. ~ OB'??
Include proceeds of litigation & date proceeds were received by the estate. All prop. jointly-owned with right of survivorship must be disclosed on Sch. F.
ITEM
NO.
1.
A\\ {....,of
DESCRIPTION
c.t> ~ B7ooe,ooo '10'1..10'1:,,-
VALUE AT
DATE OF DEATH
"10. 00 8". 't.J"
L
A\\\;rlt" c.~
:tf
~700e,OOD'40.tSb,/
.
/0, t!c)'7 , 3 <...
3.
o.\\~....f" 0)
.II-
e 7 00 'll 000 '10"\ 7b'3
;
'Z..G. I q 'I 3. J' Y
u .. '6 7 <.'> 0 €I I 00 1>"4 '1. 0' ...
I' AII~,;/'t c..~
· If.., 001... v.
s.
+ :.. "'k~ Ja.o".,'+ b.",
^^ - c..",,:, ... 'i>c...-:~' I
"1\5,. ' -"r
S o\.J) -6r t I"'l.\
... I"'2.J. 00
'q7;;,I,'1 3';
b.
M ,... j l!.."'\ rv.,
N <> 5-r.""',
,...
..~ ~o..~..o,..
(.Al~.\: .6...:....
;,. ?..::.".r
/0. 00
All
7. "Pars",.>...\ 7rof'cz,.~.b~ 2, GJoo. c..l\.)
o PA15081 NTF 33305
TOTAL (Also enteron line 5, Recapitulation) $ 9'1. tJ'fy' 3 ~
(If more space is needed, insert additional sheets of the same size)
Copyright 2000 Greatland/Nelco LP- Forms Software Only
iii alffirst
Memorandum
To:
From:
Date:
Subject:
cc:
Nancy Ymger
Charlene Warrington - as
October 30, 2002
Date of Death Balances for Kathryn Heckman
Dear Ms. Trimmer:
In response to your request, please be advised that at the time of death, the above-
named decedent had on deposit with this bank the following accounts.
1. Account Type........................... Checking Account
Account Number. .... .,. ...... ... ..' ... 0041955544
Ownership (Names of).............. Kathryn A. Heclanan or Patricia H. Trimmer
Opening Date.......................... .06/28/74
Balance on Date ofDeath.........$24,024.90
Accrued Interest
$
1.03
Total...................................... .$24,025.93
2. Account Type........................... Certificate of Deposit
Account Number....................... 87008000402645
Ownership (Names of).............. Kathryn A. Heclanan
Opening Date.......... ............... ..03/25/87
Balance on Date ofDeath.........$10,000.00
Accrued Interest
$
8.28
Total...................................... .$10,008.28
3. Account Type........................... Certificate of Deposit
Account Number....................... 87008000408864
Ownership (Names of).............. Kathryn A. Heckman
Opening Date.......................... .09/04/86
Balance on Date ofDeath.........$10,000.00
Accrued Interest
$
9.32
Total...................................... .$1 0,009.32
4. Account Type.. ... ... ... ....... .. ....... Certificate of Deposit
Account Number....................... 87008000409763
Ownership (Names of).............. Kathryn A. Heckman
Opening Date...................... .....03/22/90
Balance on Date ofDeath.........$26,762.41
Accrued Interest
$ 180.93
Total....... ... ............... ... ....... ....$26,943.34
4. Account Type.. ... ... .... ... .. . .. .... ... Certificate of Deposit
Account Number....................... 87008100592012
Ownership (Names of).............. Kathryn A. Heckman
Opening Date.......................... .03/22/95
Balance on Date ofDeath.........$45,000.00
Accrued Interest
$
2.45
Total..................................... ..$45,002.45
nus letter does not include any accounts in which the deceased may have been listed as power of attorney,
custodian ofunifonn transfers, representative payee, or 1:1Ustee under a written trust agreement.
For any additional information on these accounts, please contact our branch at:
5219 Simpson Ferry Road
Mechanicsburg, PA 17055
Phone: (717) 255-2031
Sincerely,
Ch,"f1~!!w~~
(302) 934-2722
REV-1509 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF \
V.",l.2hr::! ,..J
\--\-cl:.c:.\c..""",~
FILE NUMBER
1..1-0.... -08., 7
If an asset was made Joint within one year of the decedent's date 01 death, It must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
A. 'P",trTt.t.. \-\ .\r~"'''''~
ADDRESS
RELATIONSHIP TO DECEDENT
'U~ \..+c.,.
B.
C.
JOINTLY-OWNED PROPERTY:
lETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
Include name of financial institution and bank
ITEM FOR MADE account number or similar identi'fying number. DATE OF DEATH DECO'S VALUE OF
JOINT
NO. TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENTS INTEREST
1. A. 10 11.-'1> \i Ij A\\~~-'c ~~ :Ii' Oi>'t\"tS'o;;,r4'1 7"\.'l,O"L.f'."t3 &"0 ,,, ~n" OI~."17
"'.n A~..j.,..O La' .\4,.. .
TOTAL (Also enter on line 6, Recapitulation) $1<-, CI..<11
o PA15091
NTF 33306
(If more space is needed, insert additional sheets 01 the same size)
Copyright 2000 Greatland/Nelco LP- Forms Software Only
REV-1511EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF \
\<...\:::.:'" r';:\....
I-\- c2 c \:. ""-'
FILE NUMBER
7.../ - 0 c... - 09"17
Debts 01 decedent must be reported on Schedule I.
ITEM
NO. DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. ;J1~IrG~b Pv.>JIIV~1 tk--. 7- S:Jy'<;io
1.. !-..,,, "Y' 19' / L..,,-<-1-. 72.00
I()",,~.J -/.;A::. I:::....,.."'i .- A ,j ~"1 pl--p-,\,-k 6 s", 00
J.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN No. 01 Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
(\I) <<. I.:\:~, 'i." "....... ... Iv" ~ oS "J..", "'1,\);:'0
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees C v~"'.....l,.,..9 ~~5TS h... c)f- W;\\ s 2. !: '2... 0 Q
5. Accountant's Fees
6. Tax Return Preparer's Fees
_ eA.'\'k cheJC.s t"3.!:b
7. A \ I f:-..+-
&- 7;..,~ I 7'4~ ~",.., 7- e. 00
r. Fr ~'oJ1
w.JIJ - ;+;)..:-1,"1>..-.1 C? AI,,+ h. i;" :Jf.O.:>
'1. 'l<.:}.r /.... dr
TOTAL (Also enter on line 9, Recapitulation) $ 'i') I ~ t..D. 'fo
(If more space is needed, insert additional sheets of the same size)
o PA15111
NTF3330a
Copyright 2000 Greatland/Nelco LP - Forms Software Only
REV-1512 EX + (1-97)
SCHEDULE I
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHERITANCE TAX RETURN
RESIDENT DECEDENT MORTGAGE LIABILITIES, & LIENS
ESTATE OF \ / \ \ \
I"-~ \2"'r')~ na:",Ic.",<,.)
Include unreimbursed medical expenses.
ITEM
NO. DESCRIPTION
FILE NUMBER
z.1-ot.~og'77
1. l.)c.-I
"1... U(,.J... -VA-S
:1. n',..),d T,dc?j7I........ t : J /,
y. ,?p.y-{ _ ~/Et:--f~ 6,1/./ (f,'''...) )
'S". w..~C>o'- ~'.....\ !'d I
AMOUNT
r8o. a.;:>
J 'Z.3. '1 '1
c.. ~s-'
V3.77
30.0,/
TOTAL (Also enter on line 10, Recapitulation) $ G f""'t. 17
(If more space is needed, insert additional sheets of the same size)
o PA15121 NTF 33309 CQPyright 2000 Gfeatlal'ld/Ne\co lP - Forms Software Only
.
.
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
\..(" I.::.\".. ~.... H.. de. ^" c.....l
SCHEDULE J
BENEFICIARIES
FILE NUMBER
7..1-0L'" oe.,)
NUMBER
I
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS pncrude outright spousal distributions, and
transfers under Sec. 9116 (a) (1.2)]
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
AMOUNT OR SHARE
OF ESTATE
1. ,\
,"?".\-~,<-~... 1:-\. \~~",,,,,t.~
\l.- A...J",,~"""""
(\'\C~"'r" <.S\,,~r':l. 9", 1/00.1
~AJ~ l-tt.r
IJ
z..
........ \ -----::> S,r..i.lc.1....
'"1.~. va.,. ON~ L....
La OA'I:. \2.....&
Yor'r- I-\"...~.... C?.., 1/:ll7o
'\)",~sLhr
IJ
2...
ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 18 AS APPROPRIATE ON REV-15QQ COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II -- ENTER TOTAL NON-TAXABLE DISTRIBS. ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets 01 the same size)
o PA15131
NTF33293
Copyri9ht 2<300 Grflatland/Nalco LP- Forms Software Only
') ~_.'
~ C;' s::
?~
O.
",-
t>'
~~
"'~
...~
'0
"9
~ ~,
. ~ II
METTE, EVANS & WOODSIDE
.A PRO:B"lllSSIONAL OORPOR.A.T10N
ATTORNEYS AT LAW
TELEPHONE
(717) 232-5000
FAX
(717) e86-1816
VICKY AN('tl TRIMMER
TIMOTHY A. HOY
KATHl.EEN DQyu. Y ANlNEK
JAMES M. STRONG
JENNIFER A. Y ANKANICH
RANDALL G. HURST*
MAAK D. HIPr
RONALD L FINCK
ScOTT C. SEUFERT
OF COUNSEL
JAMES W. EVANS
HoWl'.u. C. METtt
ROBERT MOORE
CHAJtLESB.ZWALLY
PEn:R J. REssLER
LLOYD R. PERSUN
CRAIG A. STONE
JAMES A. ULSn
DANIEL L. SULLIVAN
STEVEN D. SNYDER
JEFFREY A. ERNICO
KATHRYN L. SIMPSON
P. DANIEL ALTLAND
ANDREW H. DOWLING
MICHAEL D. REED
PAVLAJ.LEICHT
GARY J. HElM
DAVID A. FITZSIMONS
GUY P. BENEVENTANO
THOMAS F. SMlDA
JOHN F. Y ANINEK*
3401. NORTH FRONT STREET
P.o. BOX 59tID
HABRISBURG. PA. 1.711()~0'950
IRS NO.
23-1985005
"MARYLAND BAR
http://www.mette.com
December 13, 2002
VIA CERTIFIED MAIL
RETURN RECEIPT REQUESTED
Mary C. Lewis
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
,-
RE: Estate of Kathryn Heckman
File No. 21-02-0897
Dear Ms. Lewis:
Enclosed please find the following documents:
1. The original and one (1) copy of an Inventory;
2. The original and one (1) copy of an Inheritance Tax Return, along with
a cover page of the return;
3. A check payable to "Register of Wills, Agent" in the amount of $8,810.90
in payment of the inheritance tax owed;
4. A check payable to "Register of Wills" in the amount of $63.00 in
payment of your filing fees and additional letters fees;
5. A self-addressed, postage envelope for return mail.
December 13, 2002
Page 2
Please fIle the Inventory and Inheritance Tax Return. Please return a date-
stamped copy of the Inventory and cover page of the tax return, along with receipts
for the inheritance tax payment and the additional probate fees, to my attention in
the enclosed envelope.
Thank you for your assistance. Please do not hesitate to call with any
questions or concerns.
Sincerely,
14~
Vicky Ann Trimmer
VAT:ljk
Enclosures
:313094 _1
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of Kathryn Heckman
No. 21-02-0897
also known as
Date of Death
9/21/2002
Deceased Social Security No. 201-16-0517
Personal Representative{s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned
no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory.
I/We verify that the statements made in this Inventory are true and correct. Il'Ne understand that false statements herein are made
subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Name of
Attorney:
Vicky Ann Trimmer
Personal Representative:
Robert Smith
~\i':: ,~
Dated: g. \ 'd" 0 ~ .
1.0. No.:
Address
49679
3401 N Front Street, PO Box 5950
Harrisburg, PA 17110-0950
Telephone: 717-232-5000
DESCRIPTION
VALUE
See attached
$203.594.39
(Attach Additional Sheets If Necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, indudethe value
of each item. but such figures should not be extended into the total of the Inventory.
Form RW.7 (Cumbef1and County). Rev. 9/92
:312911_1
Description
Certificates of Deposit
Allfirst 87008000402645
Allfirst 87008000409763
Allfirst 8700800408864
Allfirst 87008100592012
Residences
8 Rockaway Drive
Misc. Personal Property
Coins and Bills
Jewlrey
7 /:N7i-{ ?"'f'-~
Inventory
Estate of Kathryn Heckman
From 09{21{2002 To 12{12/2002
Accrued Income
8.28
180.93
9.32
2.45
- 1 -
Value
10,008.28
26,943.34
10,009.32
45,002.45
121. 00
10.00
8,37
Total
91,963.39
109,500.00
131. 00
201,594.39
=::::==========
z. O()~'^'
'2-03, .:.-'1 If. $<7
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT.OF REVENUE
BURE.AU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1 162 EX(1 1-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
TRIMMER VICKY ANN ESQUIRE
POBOX 5950
HARRISBURG, PA 17110-0950
nnn.. fold
ESTATE INFORMATION: SSN: 201-16-0517
FILE NUMBER: 2102-0897
DECEDENT NAME: HECKMAN KATHRYN
DATE OF PAYMENT: 12/16/2002
POSTMARK DATE: 1 2/13/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 09/21/2002
NO. CD 001955
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $8,810.90
I
I
I
I
I
I
[
I
TOTAL AMOUNT PAID:
$8,810.90
REMARKS: THEODORE R TRIMMER JR & ROBERT
SMITH C/O VICKY A TRIMMER ESQ
CHECK#1007
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
DONNA M. OTTO
DEPUTY REGISTER OF WillS
/'7- ,?oZ - ~
'v BUREAU OF INDIVIDUAL TAXES
INHERITANCE U.X DIVISION
DEPT. 280601
HARRISBURG, PA 17128~0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
VICKY ANN TRIMMER
MATTE ETAL
PO BOX 5950
HARRISBURG PA 17110
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-10-2003
HECKMAN
09-21-2002
21 02-0897
CUMBERLAND
101
AIoount R_itted
'*'
lE'I-1S41Ell"FPtn-15)
KATHRYN
A
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REY=is'4-'rEif-AFP--fiiY:03Y-NOYiCE--OF-YriiiEifii'ANCi-yA"iC-;;'p;RAisEMENi"~--ALi.oIiANci-iji-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HECKMAN KATHRYN A FILE NO. 21 02-0897 ACN 101 DATE 02-10-2003
TAX RETURN WAS: (X I ACCEPTED AS FILED
I CHAllGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.te (Schedule AJ
2. Stocks end Bonds (Schedule BJ
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortvages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule El
6. Jointly Owned Prop....ty (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(11
(21
(31
(41
(5)
(6)
(71
109.500.00
.00
.00
.00
94.094.38
12.012.97
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Lions (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ~J
14. Net Value of Est.t. Subject to Tax
(9)
(10)
8.820.40
684 . 17
(11)
1121
(13)
114J
NOTE: To insure proper
c~dit to your account,
~it the upper portion
of this forR with your
tax P8YMnt.
215,607.35
Q.IiOii 57
206.102.78
.00
206,102.78
NOTE: If an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount ai Line 14 at Spousal rat.
16. A.aunt of Line 14 taxable at Lineal/Class A rate
17. A.ount of Line 14 .t Sibling rate
18. ARount of Line 14 taxable at Collateral/Class Brat.
19. Principal Tax Due
(15) .00 X 00 = .00
116J 206.102.78 X 045 = 9,274.63
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 9.274.63
TAY CD"DT?S:
K~"~If '0' AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-I
12-13-2002 CDOO1955 463.73 8,810.90
TOTAL TAX CREDIT 9,274.63
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM ~nR T~TDI"'TTn_ ..
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 8/03/2004
TRIMMER THEODORE R JR
12 ANDES DRIVE
MECHANICSBURG, PA 17055
RE: Estate of HECKMAN KATHRYN
File Number: 2002-00897
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: 9/21/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE
STATUS OF THE ESTATE. IF THE ESTATE IS NOT COMPLETED, FILE A 6.12 FORM YEARLY
UNTIL COMPLETION.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: KATHRYN HECKMAN
Date of Death: 9/21/02
Will No. 21-02-0897 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.
State whether administration of the estate is complete:
Yes [~ No [--]
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete: _.
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes [--] No []
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes [] No [--]
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts
may be ~ed with ~t~e Clerk:.0f the Orphans' Court and may be attached to this report.
Date:
Sign"a'/u'r e '
Vick? Ann Trimmer, Esq.
Name (Please type or print)
3401 North Front Street, P.O. Box 5950
Address
Harrisburg, PA 17110-0950
(717) 232-5000
Telephone
404393vl
Capacity:
[] Personal Representative
[] Counsel for Personal Representative