HomeMy WebLinkAbout04-0732 PETITION FOR PROBATE and GRANT OF LETTERS
To:
also known as ~ Register of Wills for the
Social Security No. (g~ ~ ~ ~Deceased. County of ~o~g ~ ~O in the
- 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 executc,'~ named
in the last will of the above decedent, dated c1 - g _, 19 ~5
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in 0~, ~ ~,~c~ 9 County, Pennsylvania, with
last family or principal residence at '4-.'~ ~',,~- tc_~, o6 e ooo , c~-*-{' ~4ic,.
(list street, number and muncipality)
Decendent, then ~'~ years of age, died '9 - c , ~ zoo q ,
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: n ~t g ~
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $_ 2.0 ~ ~
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and
presented herewith and the grant of letters_
theron.
codicil(s)
(testamentary; administration c.t.a~:*a~tmxmstrat~9n d.b.n.c.t'er')
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF (; 'o_~yx x,-St- t'~Ltk-bi P
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 a~ subscribed c ~ ~~' ~?'/~ ~
bef~e me this ~ ' q -- d~y, %f4 [ ~ '5/ -' ~'
Estate Of t~ I~ ~q'< i~ ~-. ~cE (~ iSu~CF/~'Z-T , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~4~..(~ d ~9~ T ~ ~, in consideration of the petition on
the re,,erse side hereof, sans/actory proof having been nresenred ~efore me,
IT IS DECREED that the instrument(s) dated q ~' g c[
described t~rein be admitted to proba~ and filed of record as the las~ will of
are hereby granted ro I Ol~?t~ BqC~I~ i4~z7
FEES
Probate, Letters, Etc ..........
Short Certificates( ) ~, .........
l~-anciat!~--. · .l~ 5.
TOTAL
Filed ...................................
ATTORNEY (Sup. CL I.D, No)
ADDRESS
PHONE
Richard T. Englehart
79 4-23-25
Cumberland Pennsboro T~p
Pharmacist .b Pharmacoe t ical
407 Parkside Road ^C~'UAL
~ql[> Hill, PA 17011 {S~ins~f~c~i°~
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
183 12 3643
HarrJ sbur ........ [] .......... [] DOAD ...... .o,~e []
White
Ritter
W. Homer Englehart
Ida May Englehart
J~ob~(~'~ Pag~si~e Road, Camp Hillt PA 17011
JoPrLgC~E~OFF DCI~SPOSITION N'me ofC.mme~ C,.ma,ow LOCATION C,~y~OWa
~st ~g. Cemetery 2~ Harrisburg, PA
FD ~.'~ JPF "~ D
OF
RICHARD T. ENGLEHART
I, RICHARD T. ENGLEHART, declare this to be my Last Will and
Testament and hereby revoke all prior wills and q~ici~ made ~y
FIRST: My Executor shall pay from the residue of~y estate
all my debts, funeral expenses, administration expense~ and all
estate, inheritance, succession, and transfer taxes im~Qsed by
the United States or any state, territory, or possession which
shall become payable by reason of my death. It shall not be
necessary to file any claims therefor, nor to have them allowed
by any court.
SECOND: I give all of my tangible personal property to my
wife, IDA MAY ENGLEHART, if she survives me by sixty (60) days.
If my wife, IDA MAY ENGLEHART is not living on the sixty-first
(61st) day after my death, then I give such of my tangible
personal property as is set forth in a separate, dated and
unsigned letter of instruction, which I shall place with my Will,
to the persons therein designated. If I have not left a letter
of instruction or for those articles not distributed under this
letter of instruction, I direct that such items be distributed
among my children living at the time of my death as they may
select in as nearly equal shares as ~s practical. If there is
any disagreement as to distribution, I direct my Executor to make
LAST WILL AND TESTAlq. ENT
OF
P~CHARD T. ENGLEHART
such distribution. The decision of my Executor shall be final
and binding. I direct my Executor to sell, or otherwise dispose
of in her discretion, any such property not specifically
distributed by my letter of instruction or selected by my
beneficiaries and to add the net prcceeds from their sale to the
residue of my estate. Any article ~llotted to a minor may, as my
Executor deems advisable, either be delivered to the minor or to
any person to safeguard in behalf of the minor.
THIRD: If my wife, IDA MAY ENGLEHART, predeceases me, I
direct my Executor to sell my residence located at 407 Parkside
Road, Camp Hill, Pennsylvania. First option to purchase said
property shall be given to my son, R. THOS~S ENGLEHART, if he is
still residing on the property at the time of my death. The
proceeds from the sale of the property shall be distibuted in
accordance with the residue of my estate.
The property is being scld and is not being bequeathed to my
son, R. THOMAS ENGLEH~RT, so that I may provide for the most
equitable distribution of my estate among my children. It is my
belief that the home will be too large and the maintenance
expense too high for my son to continue to live there, and that
he would be better suited to take twenty-five (25%) percent of
this estate and purchase a smaller, more suitable home.
-2-
LAST WILL AND TESTAMENT
OF
RICHARD T. ENGLEHART
FOURTH: I give and devise the residue of my estate, real,
personal and mixed, of whatever kind and nature, and wherever
situated at the time of my death, including any property over
which I now have or hereafter acquire a power of appointment, to
my wife, IDA MAY ENGLEHART, provided that my wife, IDA ~Y
ENGLEHART ,survives me by sixty (60) days. If my wife, IDA 5~Y
ENGLEHART, predeceases me or is not living on the sixty-first
(61st) day after my death, I give and devise the residue of my
estate, in equal shares, to my children, R. THO~3S ENGLEHART,
DIANE L. FUSCO, DAVID L. ENGLERART and J. MARK ENGLEHART,
provided that the share of any child who predeceases me or is not
living on the sixty-first (61st) day after my death shall be
distributed to his or her issue per stirpes living on the
sixty-first (61st) day after my death and, in default of any such
then living issue, such share shall be added equally to the share
or shares for my other children.
FIFTR: I nominate, constitute and appoint my wife, IDA WRY
ENGLEHART, Executor of this my Last W~ll and Testament, to serve
without bond or security, and to make distribution of my estate
in cash or in kind, or partly in cash and partly in kind, and in
such manner as she may determine. I authorize, empower and
direct my Executor to sell and convey, by good and sufficient
deed, in fee simple estate, any and all of my real estate, at
-3-
I,BST WILL AND TESTAMENT
OF
RICHARD T. ENGLEHART
public or private sale, for such price or prices, upon such terms
and conditions, as in her judgment is best fer my estate, and to
that end to sign, seal, execute, acknowledge and deliver all
deeds or other instruments necessary therefor, as effectively as
I could do if I were personally present.
In the event such person does not survive me, or refuses to
act as Executor or does not complete the duties of Executor, then
I nominate, constitute and
and DAVID L. ENGLEHART, as
without bond or security. My
all of the powers, privileges,
herein.
appoint my sons, R. THOMAS ENGLEHART
alternate Co-Executors to serve
alternate Co-Executors shall have
duties and immunities as provided
If one of my named alternate Co-Executors does not survive
me, or refuses to act as Co-Executor, or does not complete the
duties of Co-Executor, then the surviving named Co-Executor shall
complete the administration of my estate.
IN WITNESS WHEREOF, I, RICHARD T. ENGLEHART, the Testator,
have to this my Last Will and Testament, set my hand and seal
this ~ day of , 1989.
(SEAL)
RICHARD T. ENGLEHART
-4-
LAST WILL AND TESTA~V~ENT
OF
RICHARD T. ENGLEHART
Signed, sealed, published and declared by the above named
Testator, as and for his Last Will and Testament, in the presence
of us, who have hereunto subscribed our names at his request, as
witnesses hereto, in the presence of the said Testator, and of
each other. The preceding document consists of this and four (4)
other/~onsecutively numbered typewritten pages.
-5-
ACKNOWLEDGMENT AND AFFIDAVIT
COMMONWEAI,TH OF PENNSYLVANIA )
~ ) SS.:
COUNTY OF ( r~ ._..~ ~ )
The Testator and the witnesses whose names are subscribed to
the foregoing instrument, being first duly sworn and qualified
according to law, do hereby acknowledge and declare to the
undersigned authority that the Testator signed and executed the
instrument as his last Will in the presence of the witnesses,
that he signed willingly or willingly directed another to sign
for him, that he executed it as his free and voluntary act for
the purposes therein expressed, that each of the witnesses, in
the presence and hearing of the Testator, signed the Will as
witnesses, and that to the best of their knowledge the Testator
was at that time eighteen years of age or older, of sound mind
and under no constraint or undue influence.
Testator
Witness
Witness
Sworn to, subscribed and acknowledg~¢ before me
named Testator and witnesses this ~ .-! day of
" ' 1989.
by the above
Notary Public
or
Attorney-at-Law
-6-
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 11/01/2004
ENGLEHART IDAMAY
407 PARKSIDE ROAD
CAMP HILL, PA 17011
RE: Estate of ENGLEHART RICHARD T
File Number: 2004-00732
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHkNS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 11/15/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Counsel
Judge
Sincerely,
GLENDA FARNER ~
Clerk of the Orphans' Court
Name of Decedent:
Date of Death:
Will No.
To the Register:
CERTIFICATION OF NOTICE UNDER RULE $.6(a)
Admin. No. ~o0 c~ _ ~D-b~t~
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 '7 - ~ ~ o ¥ :
Name Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Capacity:
Signature
Address ~tO "~ ¢~-~xoe~ "¢o 6D
Telephone'O I"/) ~ '~'q' - ~1,
Personal Representative
Counsel for personal representative
REhlSOO EX 16-001 .
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
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FILE NUMBER
21 04
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NUMBER
0732
COUNTY CODE YEAR
DECEDENTS NAME (LAST. FIRST. AND MIDDLE INITIAL)
Englehart, Richard T.
DATE OF DEATH (MM-DD-YEAR)
07/06/2004
SOCIAL SECURITY NUMBER
183-12-3643
DATE OF BIRTH (MM-DD-YEAR)
04/23/1925
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
Englehart, Ida May
~ 1. Original Return
o 4. Limited Estate
o 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after 12.12.82)
o 7. Decedent Maintained a Living Trust (Attach copy olTrust)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
o 3. Remainder Return (date of death pnor 1012-13-82)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
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NAME
David L. Englehart
FIRM NAME (~Applicablel
Professional Tax Advisors, Inc
-..- ---- - ....--------- .-.__._-~-_._.._.._----- -_._~
TELEPHONE NUMBER
(717) 761-4646
COMPLETE MAILING ADDRESS
704 Lisburn Road, Suite 102
Camp Hill, PA 17011
(1)
(2)
(3)
(4)
(5)
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
20,648.00
(6)
165,207.00
(7)
15,976.00
201,831.00
(9)
(8)
2,688.00
96,783.00
(11)
(12)
(13)
(10)
99,471.00
102,360.00
14. Net Value Subject to Tax (Line 12 minus Line 13)
(14)
102,360.00
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)
102,360.00 x.O 0 (15)
0.00
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)
(19)
0.00
18. Amount of Line 14 taxable at collateral rate
x .15
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREET ADDRESS
407 Parks ide Road
CITY Camp Hill
I STATEpA
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
Total Credits (A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
(5A)
(5B)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
I ZIP 17011
0.00
0.00
0.00
0.00
0.00
0.00
0.00
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;.......................................................................................... D
b. retain the right to designate who shall use the property transferred or its income; ............................................ D
c. retain a reversionary interest; or.......................................................................................................................... D
d. receive the promise for life of either payments, benefits or care? ...................................................................... D
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ [iJ
No
[iJ
[iJ
[i]
Ii]
[iJ
[iJ
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 penalties of pe~ury, I declare that I have examined this return. including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
~~z?~i-aj~
ADDRESS ., " (f
407 Parkside Road, Camp Hill, PA 17011
SIGNAT~F !~EPK~~H THA REP ESENTATIVE
ADDREr,'V'
704 L:isburn Road, Suite 102, Camp Hill, PA 17011
DATE
t.:J1'Z ~/ () ~ ---
DATE
~-'Z."t-o~
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 PS. 99116 (a) (1.1) (i)).
For dates of death on or after January 1, 1995.
The statute does not exemot a transfer to a su
the surviving spouse is the only beneficiary.
1)0 e..
"PO
l.i 0 . 6t>
50 .00
ansfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (Ii)).
:quirements for disclosure of assets and filing a tax retum are still applicable even if
For dates of death on or after July 1, 2000: a P \" ',D. 0 0
The tax rate imposed on the net value of transf 1-\ U of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. 99116
The tax rate imposed on the net value of transfe 3. .~\),.sl ,neficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value of tram lings is 12% [72 P.S. 99116(a)(1.3)). A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1503 EX+ (6-98.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Richard T. Englehart
FILE NUMBER
21-04-0732
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
Schering Plough stock 1160 shares
20,648.00
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
20,648.00
REV-1509 EX+ (6-98.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Richard T. Englehart 21-04-0732
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SCHEDULE F
JOINTLY-OWNED PROPERTY
SURVIVING JOINT TENANT(S) NAME
A. Ida May Englehart
ADDRESS
RELATIONSHIP TO DECEDENT
407 Parkside Road
Camp Hill, PA 17011
Spouse
B.
C.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY.HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 07/08/59 Personal Residence 180,000,00 50 90,000.00
2 A 09/13/47 Personal Property 40,000,00 50 20,000.00
3 A 04/25/84 PSECU account #0209122335 4,538.00 50 2,269.00
4 A 02101/95 Auto 10,000.00 50 5,000.00
5 A 02126/01 American Funds account #66764221 24,229.00 50 12,115.00
6 A 06/01/80 Schering Plough stock 4025 shares 71,645.00 50 35,823.00
TOTAL (Also enter on line 6, Recapitulation) $ 165,207.00
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX+ (6-98.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Richard T. Englehart
FILE NUMBER
21-04-0732
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUOE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO OECEOENT ANO DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER THE OATE OF TRANSFER. ATTACH A COPY OF THE OEEO FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1. SunAmerica IRA #A637075267A 15,976.00 100
15,976.00
TOTAL (Also enter on line 7 Recapitulation) $ 15,976.00
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+(12-99lW
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Richard T. Englehart
FILE NUMBER
21-04-0732
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Services, cremation, urn
2,610.00
B. ADMINISTRATIVE COSTS:
1 . Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City
. State
Zip
Year(s) Commission Paid:
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
78.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
2,688.00
REV.1512 EX+ (12-03)
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Richard T. Englehart
FILE NUMBER
21-04-0732
Report debts Incurred by the decedent prior to death which remained unpaid as of the date of death, Including unrelmbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
US Bank mortgage #4800133193
96,783.00
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
96,783.00
REV.1513 EX+ (9.00)
'*
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Richard T. Englehart
FILE NUMBER
21-04-0732
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1 Ida May Englehart, 407 Parkside Road, Camp Hill, PA 17011 Spouse 100.00
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REY-1500 COYER SHEET $ 0.00
(If more space is needed, insert additional sheets of the same size)
OF
RICHARD T. ENGLEHART
I, RICHARD T. ENGLEHART, declare this to be my Last Will and
OC
Testament and hereby revoke all prior wills and ~%ici~ma~~y
me . ~,.~:, e },~: ~
..: c; ,_,. ,",
FIRST: My Executor shall pay from the resi~~~ ofJWY e~~~te
all my debts, funeral expenses, administration e~~~nseE1 an?~ ~ll
:J:'t :,~: _ . aar",
estate, inheritance, succession, and transfer taie~ i~sed by
the United States or any state, territory, or possession which
shall become payable by reason of my death. It shall not be
necessary to file any claims therefor, nor to have them allowed
by c.ny court.
SECOND: I give all of my tangible personal property to my
wife, IDA MAY ENGLEHART, if she survives me by sixty (60) days.
If my wife, IDA MAY ENGLEHART is not living on the sixty-first
(6lst) day after my death, then I give such of my tangible
personal property ai is set forth in a separate, dated and
unsigned letter of instruction, which I shall place with my Will,
to the persons therein designated. If I have not left a letter
of instruction or for those articles not distributed under this
letter of instruction, I direct that such items be distributed
among my children living at the time of my death as they may
select in as nearly equal shares as is practical. If there is
any disagreement as to distribution, I direct Ii:lY Executor to make
LAST WILL ~~D TEST~~ENT
OF
RICHARD T. ENGLEHART
such distribution. The decision of my Executor shall be final
and binding. I direct my Executor to sell, or otherwise dispose
of in her discretion, any such property not specifically
distributed by my letter of instruction or selected by my
beneficiaries and to add the net proceeds from their sale to the
residue of my estate. Any article allotted to a minor may, as my
.Executor deems advisable, either be delivered to the minor or to
any person to safeguard in behalf of the minor.
THIRD: If my wife, IDA MAY ENGLEHART, predeceases me, I
direct my Executor to sell my residence located at 407 parkside
Road, Camp Hill, Pennsylvania. First option to purchase said
property shall be given to my son, R. THOMAS ENGLEHART, if he .is
still residing on the property at the time of my death. The
proceeds from the sale of the property shall be distibuted in
accordance with the residue of my estate.
The property is being sold and is not being bequeathed to my
son, R. THOMAS ENGLEHART, so that I may provide for the most
equitable distribution of my estate among my children. It is my
belief that the home will be too large and the maintenance
expense too high for my son to continue to live there, and that
he would be better suited to take twenty-five (25%) percent of
this estate and purchase a smaller, more suitable home.
-2-
LAST WILL AND TEST~~!ENT
OF
RICHARD T. ENGLEHART
FOURTH: I give and devise the residue of my estate, real,
personal and mixed, of whatever kind and nature, and wherever
situated at the time of my death, including any property over
which I now have or hereafter acquire a power of appointment, to
my wife, IDA ~~Y ENGLEF~RT, provided that my wife, IDA ~~y
ENGLEHART ,survives me by sixty (60) days. If my wife, IDA MAY
ENGLEHART, predeceases me or is not living on the sixty-first
(6Ist) day after my death, I give and devise the residue of my
estate, in equal shares, to my children, R. THOMAS ENGLEHART,
DIANE L. FUSCO, DAVID L. ENGLEHART and J. MARK ENGLEHART,
provided that the share or any child who predeceases me or is not
living on the sixty-first (6Ist) day after my death shall be
distributed to his or her issue per stirpes living on the
sixty-first (6Ist) day after my death and, in default of any such
then living issue, such share shall be added equally to the share
or shares for my other children.
FIFTH: I nominate, constitute and appoint my wife, IDA ~~y
ENGLEHART, Executor of this my Last Will and Testament, to serve
without bond or security, and to make distribution of my estate
in cash or in kind, or partly in cash and partly in kind, and in
such manner as she may determine. I authorize, empower and
direct my Executor to sell aud convey, by good and sufficient
deed, in fee simple estate, any aud all of my real estate, at
-3-
LA.ST WILL A.ND TESTAMENT
OF
RICHARD T. ENGLEHART
public or private sale, for such price or prices, upon such terms
and conditions, as in her judgment is best for my estate, and to
that end to sign, seal, execute, acknowledge and deliver all
deeds or other instruments necessary therefor, as effectively as
I could do if I were personally present.
In the event such person does not survive me, or refuses to
act as Executor or does not complete the duties of Executor, then
I nominate, constitute and appoint my sons, R. THOMAS ENGLEHART
and DAVID L. ENGLEHART, as alternate Co-Executors to serve
without bond or security. My alternate Co-Executors shall have
all of the powers, privileges, duties and immunities as provided
herein.
If one of my named alternate Co-Executors does not survive
me, or refuses to act as Co-Executor, or does not complete the
duties of Co-Executor, then the surviving named Co-Executor shall
complete the administration of my estate.
IN WITNESS WHEREOF, I, RICHARD T. ENGLEHART, the Testator,
have to this my Last Will and Testament, set my hand and seal
this I: -- day of , 1989.
'-: ~-, ,~ H'"
(SEAL)
-4-
LAST WILL AND TESTAMENT
OF
RICHARD T. ENGLEHART
Signed, sealed, published and declared by the above named
Testator, as and for his Last will and Testament, in the presence
of us, who have hereunto subscribed our names at his request, as
witnesses hereto, in the presence of the said Testator, and of
each o~her. The preceding document consists of this and four (4)
othejfbonsecuJivelY numbered typewritten pages.
"l", JI' J~ I j / r---- . ~ . t A j A /J A ' I 0, L
__ tT"""'-c/v /--', r" res~a~ng a /VI.....f:(;I{tfl.;Vv41J1/l.i,;;..,: \ IT
}1Y4fi_.uvV:J1'~ J- K l/v2-4f.zresiding a t dJJI./7.rud~~"u,,-- FII-
IJ l'
'J (j
-5-
.
ACKNOWLEDGMENT AND AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
I
;;-\~ J). '-
COUNTY OF 1::F~..:./""''''---
'- \J
55. :
The Testator and the witnesses whose names are subscribed to
the foregoing instrument, being first duly sworn and qualified
according to law, do hereby acknowledge and declare to the
undersigned authority that the Testator signed and executed the
instrument as his last Will in the presence of the witnesses,
that he signed willingly or willingly directed another to sign
for him, that he executed it as his free and voluntary act for
the purposes therein expressed, that each of the witnesses, in
the presence and hearing of the Testator, signed the Will as
witnesses, and that to the best of their knowledge the Testator
was at that time eighteen years of age or older, of sound mind
and under no constraint or undue influence.
.1}~.._,~..tt__,1,<",,~~J ",'
r,'-',j
,
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. .
'?:;,{~.~~ f;~c '(-L..~~,:t-
i/./ Tert'ator
/l /, ~.~
/ ,/.,,/ it f,/l
V [7 if i', \::"" ~--"
j .<--1"..Y .f _ il f'-:I .,.,.--
--; v W~tness
~/11. ' . ,J'/
l fI C.t/~t.4-u<!d.., ~' I t &,t..U.-:b....u
Wi+noss I n
... -......- ~ :/
Sworn to, subscribed and acknow1ed~~ before me by the above
named Tepta:tor and witnesses this 0 t-t-. day of
r- ~)... 1980
~\!.,.c.:).U.~'--' , ':J .
'-.;;,I ,i "
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~ t)
,/....~~J ;"-;
(_x)2/'\/\;_t.-<JL /L9-., ~.-\ ,_It.---._ ~:."Z--
Notary,/t~ublic i j
o'r-' -
Attorney-at-Law
( SEAL)
.._..-._--~-----~ .
Notari2.! S,s~:i
8GITtice Jenninqs, Notary F'ubiic
H.2.rri'3burg. Delj;::;h~:, Ccunty
I fv1y ccrr~~1~~~",~;::r~::~,~~;~~~:~!.?92 .
-6-
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
423
6/27/2005
RICHARD T. ENGLEHART
21-04-0732
DAVID L. ENGLEHART
704 LISBURN RD, SUITE 102
JA
CAMP HILL, PA 17011
Qty
1
Fee Description
Additional Probate
Fee
Total
10.00
$10.00
Total:
$10.00
Checks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
-
09-13-2005
ENGLEHART
07-06-2004
21 04-0732
CUMBERLAND
101
APPEAL DATE: 11-12-2005
( See reverse side under Objections)
Amount R~ittedl I
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 -
REV:is4'-EX-AFP-C03:0S;-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEHENT:-ALLONANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
RICHARD T FILE NO. 21 04-0732 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BDX Z806Dl
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
QCr0Pf\r-:n Crf\CE C.lICE OF INHERITANCE TAX
, ,-,A" "-'-." ;A~'RA,I.SEHENT, ALLOIIANCE OR DISALLDWANCE
'. .OF. DEDUCTIONS AND ASSESSHENT DF TAX
2DD~ SEP \ 3 Pi'! \: l\5
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
'-'1 r::S.'1 r'-':
1\"/LL; '1\ !';:-'.
DAVID L ENGLEHART'
PROFESSIONAL TAX ADV
704 LISBURN RD STE 10
CAMP HILL PA 17011
ESTATE OF
ENGLEHART
*'
REV-1547 EX AFP (06-05)
RICHARD
T
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 09-13-2005
NOTE: I~ an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will
r~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15J
16. A.ount of Line 14 taxable at Lineal/Class A rat. (16)
17. Amount of Lin. l~ .t Sibling ..t. (17)
18. A.ount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Du.
C TS.
102,360.00 X 00 = .00
.00 X 045 = .00
.00 X 12 = .00
.00 X 15 = .00
(19)= .00
AHOUNT PAID
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule AJ
2. stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule Cl
4. Mortgages/Notes Receivable (Schedule Dl
S. Cash/Bank Deposits/Misc. Personal Property (Schedule El
6. Jointly Owned Property (Schedule Fl
7. Transfers (Schedule Gl
8. Total Assets
(1)
(2)
(3)
I~)
(5)
(61
(7)
.00
20.648.00
.00
.00
.00
165.207. 00
15,976.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral ExPenses/A~. Costs/Misc. Expenses (Schedule Hl
10. Debts/Mortgage Liabilities/Liens (Schedule Il
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule ~)
14. Net Value of Estate Subject to Tax
191
(10)
2,688.00
96.783.00
I1ll
1121
1131
11~1
+
NUM8ER
INTEREST/PEN PAID I-I
DATE
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
~it the upper portion
of this for. with your
tax pa:yRInt.
201,831. 00
99.471 00
102,360.00
.00
102,360.00
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIDNAL INTEREST.
( IF TOTAL DUE IS LESS THAN 01, NO PAYHENT IS REQUIRED. ~~
IF TOTAL DUE IS REFLECTED AS A "CREDlr' ICR), YOU HAY BE DU~
A REFUND. SEE REVERSE SIDE DF THIS FOHN FOR INSTRUCTIONS.)
Register of Wills of Cumberland. COilllty
Name of Decedent:
STATUS REPORT UNDER RULE 6.12
~ ( C ~(fa '\) -r Erv f., "-f:' t.-{ 4cL T
Date of Death:
~
.Jvll' Co. "(U(j<.{
Estate No.:
Zo 0 Y - (JOt -z.:, '2-
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rilles, I report the following
'With respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes r8J No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3'. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 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 L'8l No U .
c. Copies of receipts, releases, joinders and approval of fonnal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report
Date: b ~ 2z..-aC.
~/~~
Signature
D f\-v \ .D
Name
L euc.., LE"I-{ "\-fl-1
7 0 L( Us s uL,v f2.u A-:Cl Sic 1""Z-- ~I-( ILL ptt- l')b l'
Address
h'J)7~( -'f~t(r.
Telephone No.
i-1C' .
l 'J ,<
Capacity: rzg Personal Representative
o Counsel for personal representative
L
Cumberland County - Register or WlLU:3
One Courthouse Square
Carlisle, PA 17013
phone: (717) 240-6345
Date: 5/31/2006
ENGLEHART IDA MAY
407 PARKSIDE ROAD
CAMP HILL, PA 17011
RE: Estate of ENGLEHART RICHARD T
File Number: 2004-00732
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, 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 is due by:
7/06/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
J;~~~
Glenda Farner StrasbaUg~
Clerk of the Orphans' Court
cc: File
Counsel