HomeMy WebLinkAbout03-0234PETITION FOR PROBATE and GRANT OF LETTERS
Estate of '~ ~--~ VA--~ [o~-~ot~er~[
also known as
Deceased.
Social Security No. I G ( - l ~1 ~ q/'lO
To:
Register of Wills for the
County of c°~ ~ ~,d
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 execute
in the last wilt of the ab. gve decedent, dated ~or~e lo ~ ~ '~
and codicil(s) dated/fJ~/A- I
in the
named
,19
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
D.e.cendent was domiciled at death in C~c~a.~ ~ I'~ ,.~d . ~ounty, Pennsylvania, with
h ~ ~ last family or principal residence at 5 z 5- C~'e ~ {e~ ~c-,
(list street, number and muncipality)
Decendent, then Ct' :; years/qf ag.~ died /~/,A~cc-~ { Z ~ o :~ .~ ~
Except as follows, decedent d{'d not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
WHEREFORE, petitioner(s) respectfully request(s) ~he probate of the last will and codicil(s)
presented herewith and the grant of letters 'T~ 'S ~ ~,,.-'y.a ~ ~.
theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
! t
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ~c'Jvu~. ~ IOAC~ f
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this ~/:3*~ day of
~ ~': ~ ~~O' Register
t'-t- IZ8-%o
No. ~ I-r~-~gq
Estate Of ~wc~-~o~, ~-g,~t~,e ~o~-~-~,, , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~.~kR g~ 18 ~ ,~c-x~ .~r , 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 ~ -i ~ .--'1 q
described therein be admitted to probate and filed of record as the last will of
and Letters '~"~
are hereby granted
FEES
Probate, Letters, Etc ..........
Short Certificates( ) ..........
TOTAL
Filed . .~..:/.~.'.-..o..~. ......................
' . Register of Wil/~ -,0' 0 "~ p~_~x~
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
REGISTER OF WILLS OF ,- COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(each) a subscribing witn~ess to the will presented herewith;' (each) being duly qualified according to
law, depose(s) and say(s) that., present and saw
the testat
request of testat__
other subscribing witness(es)).
, sign the same ai~d that signed as a witness at the
in h presence and (in the presence of each other) (in the presence of the
Sworn to or affirmed and subscribed before
me this day of
19
Register
(Name)
(Address)
(Name)
(Address;'
REGISTER OF WILLS OF 0 ~.~be~- ~ ~, ~,~ COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(edhTa-subscribe~ h~reto, (e%~ac~being//~y qualified a~c~rdindo la~% depose(~ s~y(s)t~at c/
~/~ ~ Y' fami~ ~ith the signature of ~~
testat ~/ of (one of the subscribing witnesses to) the ~ presented herewith and
~dicil
that ~ believ~ the signature on th~ is in the handwriting of
to the best of ~ _ knowledge and b~ef[ ~ /~,~
.o e ore
me thi, ~ dayof ,j 'Na~~
~~~~ [~x~' ~7~ ~' (Address),. -
~ (Address)
OF
STETSON TAYLOR MONTGOMERY
Street,
memory and understanding, do make,
my LAST WILL AND TESTAMENT,
I, STETSON TAYLOR MONTGOMERY, of 3510 North Fourth
Harrisburg, Dauphin County, PennsylVania, being of sound mind,
puNish, and declare this as and for
in the manner and form following,
hereby revoking and making void all former Wills or writings in the
nature thereof by me heretofore made:
ITEM I - I direct my Executrix, hereinafter named, to pay
all my just debts and funeral expenses as soon after my decease as is
practicable.
ITEM II- All the rest, residue and remainder of my estate,
whether real, personal or mixed, of whatever nature and character, and
wheresoever the same may be situated at the time of my death, I give,
devise and bequeath unto my beloved wife, CATHERINE BOYER MONT-
GOMERY, of 3510 North Fourth Street, Harrisburg, Pennsylvania,
providing she survives me for a period of thirty (30) days.
ITEM III- In the event my said wife fails to so survive me,
then I direct that the remainder of my estat.e be divided as follows:
/
(SEAL',
-1-
MARY MONTGOMERY FORTRAN,
Road, Colonial Park, Harrisburg,
living;
alike;
One-third (1/3) thereof to my daughter,
of 4505 Oxford
Pennsylvania, if
otherwise, to her children, share and share
B- One-third (1/3)thereof to my daughter,
REBECCA MONTGOMERY HOLMAN, of 10 Bangor
Road, Middletown, Pennsylvania, if living; otherwise,
to her children, share and share alike;
C- One-third (1/3) thereof to my son, NEVIN
BRUCE MONTGOMERY, of 3510 North Fourth Street,
Harrisburg, Pennsylvania, if living; otherwise, to his
children, if any, share and share alike. If he should
predecease me, without children surviving him, then
his share shall be divided equally between my said
daughters, MARY MONTGOMERY FORTRAN and REBEC-
CA MONTGOMERY HOLMAN, share and share alike, if
living; otherwise, to their children, share and share
alike.
ITEM IV - I do hereby nominate, constitute and appoint my said
wife, CATHERINE BOYER MONTGOMERY, to be the Executrix of this,
my LAST WILL AND TESTAMENT, to do any and ail things necessary
for the complete administration of my estate, providing she is living at
my death. I further direct that my said Executrix shall serve without bonc
WITNESS:
(SEAL
-2-
ITEM V+ Should my said wife fail to qualify as such by reason
of death, disability, or unwillingness to serve, then I do hereby nominate,
constitute and appoint my said son, NEVIN BRUCE MONTGOMERY, to
be the Executor of this, my LAST WILL AND TESTAMENT, and I direct
that he shall serve without bond.
ITEM VI - It is my express wish that ELMER E. HARTER,
ESQUIRE, of Harrisburg, Pennsylvania, be chosen by my Executrix,
Executor, as the attorney for the administration of my estate.
or
IN WITNESS WHEREOF, I have hereunto set my
hand and seal to this, my LAST WILL AND TESTAMENT,
day of ~A. D. 1974.
this
STETSON TAYLOR MONTGOMEt~
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-
named Testator, STETSON TAYLOR MONTGOMERY, as and for his
LAST WILL AND TESTAMENT, in our presence and in the presence
of each other, we, believing him to be of sound and disposing mind,
memory and understanding, have, at his request, hereunto subscribed
our names as witnesses thereto, in the presence of each other and of
the Testator:
-3-
OF
STETSON TAYLOR MONTGOMERY
'DATED:~ 13~ 1974
LAW OFFICES
ELMER E. HARTER
SUITE 400
10S NORTH FRONT STREET
HARRISBURG, PENNA.
REV-1500 EX (6-00)
COMMONWEALIH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
OFFiCiAL USE ONLY
FILE NUMBER
COUNTY CODE YEAR NUMBER
APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
I~-] 1. Original Return
[~4. Limited Estate
C-1. Decedent Died Testate (Attach copy of Will)
[~9. Litigation Proceeds Received
[~2. Supplemental Return
[~4a. Future interest Compromise (date of death after 12-12-82)
~]7. Decedent Maintained a Living Trust (Attach copy of Trust)
~] 10. Spousal Poverty Credit (date of death belween 12-31-91 and 1-1-95)
[-~ 3. Remainder Return (date of death prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
C--~ 11. Election to tax under Sec, 9113(A) (Attach Sch O)
NAME
Nevin A. Montgomery, Executor
FIRM NAME (IfApplicable)
TELEPHONE NUMBER
(717) 652-9066
COMPLETE MAILING ADDRESS
4374 St. Andrews Way
Harrisburg, PA 17112-1578
14,
1. Real Estate (Schedule A) (1)
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 (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
--]Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (g)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13.
23~403.30
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
191,832.10
1,769.00
(8) 21~ii235.40
(11)
(12)
1,769.00
213,466.40
213,466.40
(14)
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)
213,466.40
16. Amount of Line 14 taxable at lineal rate
x ,0_ (15)
x .0_ (16)
9,605.99
17. Amount of Line 14 taxable at sibling rate x .12 (17)
18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19)
9,605.99
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Montgomery, .Sb. stson T.
DATE OF DEATH (MM-DB-YEAR) DATE OF BIRTH (MM-DB-YEAR)
03-12-03 11-21-09
INHERITANCE TAX RETURN
RESIDENT DECEDENT
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
161 - 12 - 9110
Decedent's Complete Address:
STREETADD~Z¢ St. A.ndre~s Way
CITY
Harrisburq
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
nsylvania
4 8 0.3 0 Total Credits ( A + B + C )
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E )
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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
mP17112-1578
(1) 9,605.99
(2) 480.30
(3)
(4)
(5) 9,125.69
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SB)
Make Check Payable to: REGISTER OF WILLS, AGENT
IF THE ANSWER
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .......................................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ............................................ [] []
c. retain a reversionary interest; or .......................................................................................................................... [] []
d. receive the promise for life of either payments, benefits or care? ...................................................................... [] []
If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. [] []
Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] []
Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ [] []
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 all information of which preparer has any knowledge.
SIGNATUR.~OF PERSON RESPONSIBLE FO~ FILING RETURN
ADDRES§ ~ ....... [] ~f '
DATE
SIGNATURE OF PREPARE~/OT~,CER THA[J~RC:PRESENTATIVE
AO ..ss
264-A S. Progress Avenue, Harrisburg, PA 17109
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even
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 paren
or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as a
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1503 EX * (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF FILE NUMBER
Stetson T. Montgomery
All property jointly.owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. PNC Brokerage Corp. Mutual Funds Acct.#52904725
23,403.30
TOTAL (Also enter on line 2, Recapitulation) $ 2 3,4 0 3.3 0
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX * (1-97} ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER Stetson T. Montgomery
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
Bank 9,
2.
3.
4.
5.
6.
7.
8.
9.
10.
Allfirst Checking Acct.
PNC Bank Checking Acct.
PNC Bank CD Acct.
PNC Bank CD Acct
PNC Bank CD Acct
Waypoint Bank Checking Acct
Waypoint Bank CD Acct
~aypoint Bank CD Acct
~aypoint Bank CD Acct
~aypoint Bank CD Acct
No. 00612-64679
No. 5080033357
No. 31900053749
No. 31100070744
No. 3120014122
No. 100170093
No. 7100025865
No. 7100024676
No. 1800012965
No. 1800012986
27,
48,
7,
14,
8,
46,
29,
214.13
254.82
063.77
244.82
782.31
100.65
660.23
230.54
701.55
579.28
TOTAL (Also enter on line 5, Recapitulation) $ 191,8 3 2.1 0
(If more space is needed, insert additional sheets of the same size)
REV-1511EX + (I-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER Stetson T. Montgomery
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A,
1.
5.
6.
7.
FUNERAL EXPENSES:
Cremation Society of Pennsylvania
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s)
Social Secudty Number(s) / EIN Number of Personal Representative(s)
Street Address
City State
Year(s) Commission Paid:
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Zip
Street Address
City
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparers Fees
State Zip
1,050.00
319.00
400.00
TOTAL (Also enter on line 9, Recapitulation) $ 1,9 6 9.0 0
(If more space is needed, insert additional sheets of the same size)
REV-151~ EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
Stetson T. Montgomery
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I
1.
II
1.
~XABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. g116(a)(1.2)]
Nevin B. Montgomery
4374 St. Andrews Way
Harrisburg, PA 17112-1578
Son
Mary M. Fortran
85 Leearden Road
Hershey, PA 17033
Rebecca M. Holman
10 Bangor Road
Middletown, PA 17057
Daughter
Daughter
One Third
One Third
One Third
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART l!- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
Pl~rrlsl:~ur9, r-~ ~ ~ ~ $~
REGISTER OF WILL~
CUMBERLAND COUNTY COURTHOUSE
1 COURTHOUSE SQUARE
CA?~LISLE, PA 17013-3387
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 002461
MONTGOMERY NEVIN BRUCE
4374 ST ANDREWS WAY
HARRISBURG, PA 17112
........ fold
ESTATE INFORMATION: SSN: 161-12-9110
FILE NUMBER: 2103-0234
DECEDENT NAME: MONTGOMERY STETSON TAYI
DATE OF PAYMENT: 04/1 7/2003
POSTMARK DATE: 04/15/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 03/1 2/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $9,125.69
REMARKS:
TOTAL AMOUNT PAID'
NEVIN B MONTGOMERY
$9,125.69
SEAL
CHECK# 108
INITIALS: SK
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF ZNDZVZDUAL TAXES
ZNHERZTANCE TAX DIVZSION
DEPT. 18060!
HARRZSBUR(~, PA 17118-0601
NEVIN A MONTGOMERY
q374 ST ANDREWS WAY
HBG
COMMONWEALTH OF PENNSYLVANZA
DEPARTMENT OF REVENUE
NOTZCE OF ZNHERZTANCE TAX
APPRAZSEHENT, ALLONANCE OR DTSALLOHANCE
OF DEDUCTZONS AND ASSESSMENT OF TAX
RO('?::!. __'_~' ': i : *~DATE
~(:.~ -; ':'i~ESTATE
OF
DATE OF DEATH
~:U~E NUHBER
'03 JUN 19 71 ~O(UNTY
ACN
PA 1711Zr:,ii :
REV-i~Ii? EX AFP [G1-05)
06-09-Z005
HONTGOHERY
05-12-2005
21 05-0254
CUHBERLAND
101
Aeoun~ Remi~ed I
STETSON T
MAKE CHECK PAYA]~LE AND RENZT PAYMENT TO:
REGTSTER OF WZLLS
CUHBERLAND CO COURT HOUSE
CARLTSLE, PA 17015
CUT ALONG THZS LZNE ~ RETAZN LOWER PORTZON FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSEMENT, ALLOWANCE OR
DZSALLOWANCE OF DEDUCTTONS AND ASSESSMENT OF TAX
ESTATE OF HONTGOMERY STETSON T FZLE NO. 21 05-0234 ACN 101 DATE 06-09-200:5
TAX RETURN NAS: (X) ACCEPTED AS FZLED ( ) CHANGED
RESERVAT]:ON CONCERNTNG FUTURE ZNTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es~a~e (Schedule A) (1)
2. S~ocks and Bonds (Schedule B) (2)
$. Closely Held S~ock/Par~nership /n~eres~ (Schedule C) ($)
~. Not,gages/No,es Receivable (Schedule D) (q)
5. Cash/Bank Depos~s/Hlsc. Personal Proper~y (Schedule E)
6. Jointly O~ned Proper~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To,al Asse~s
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Cos~s/Hisc. Expenses (Schedule H) (9)
10. Deb~s/Hor~gaga Liabilities/Liens (Schedule Z) (10)
11. To,al Deductions
12. Ne~ Value of Tax Re~urn
25~,405.$0
O0
1911852.10
O0
O0 NOTE: To insure proper
credi~ ~o your account,
sub. i~ ~he upper portion
O0 of ~his form ~i~h your
~ax payment.
O0
(8)
1,769.00
.00
15.
1~.
NOTE:
ASSESSMENT OF TAX:
15. Amoun~ of Line 1~ a* Spousal ra~e
16. Amoun~ of Line 1~ ~axable a~ Lineal/Class A ra~e
17. A.oun~ of Line 1~ a~ Sibling ra~e
18. Aeoun~ of Line 1~ ~axable a~ Collateral/Class B ra~e
19. Principal Tax Due
TAX CRED;TS:
PAYHENT KECEIPT' DZ$COUNT (+J
DATE NUMBER INTEREST/PEN PAZD (-)
04-15-2005 CD002461 480.$0
215,255.40
IF PAZD AFTER DATE ZNDICATED, SEE REVERSE
FOR CALCULATZON OF ADDITIONAL ~NTEREST.
(15) .00 x O0 = .00
(16) 215,466.40 x 045: 9,605.99
(17) . O0 x 12 = . O0
(18) . O0 x 15 = . O0
(19)= 9,605.99
AMOUNT PAZD
9,125.69
reflect f/gures that lnclude the total of ALL returns assessed to date.
TOTAL TAX CREDZT
BALANCE OF TAX DUE
ZNTEREST AND PEN.
TOTAL DUE
9,605.99
.00
.00
.00
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT [S RE~UZRED.
ZF TOTAL DUE 1S REFLECTED AS A 'CREDZT' (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THZS FORH FOR ZNSTRUCTIONS.)
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) .00
Ne~ Value of Es4:a~e Subjec4: ~o Tax (1(~) 215,466.40
· r.f an assessment ~as lssued previously, 11nas 14, 15 and/or 16, 17, 18 and 19 ~111
(11) I. 769.
(za) 215,466
RESERVATION:
Estates of decedents dying on or before December 1Z, 198Z -- if any futura 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 Coaaonaealth 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:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADNIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act ZS of ZOO0. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of #ills printed on the reverse side.
--Make check or money order payable to: REGXSTER OF HILLS, AGENT
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 ars available at the Office
of the Register of Nills, any of the 23 Revenue District Offices, or by calling the special Zq-hour
answering service for forms ordering: 1-800-36Z-2050~ services for taxpayers aith special hearing and / or
speaking needs: 1-&OO-447-30ZO (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shomn on this Notice must object within sixty (603 days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-10Z1, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should ba addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6503. Sam page S of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decadsnt's death, a five percent (SI) discount of
the tax paid is allowed.
The 15Z tax amnesty nan-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 is charged beginning with first day of delinquency, or nine (9) months and Dna (1) day from the date of
death, to the date of payment. Taxes ahich became delinquent before January 1, 198Z bear interest at the rate of
six (6Z) percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 198Z ail1 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 for 1982 through 2003 ara:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor - Year Rate Factor
1982 ZOZ .000548 1987 9Z .000Z47 1999 7Z .00019Z
1983 16Z .000438 1988-1991 IZZ .000301 ZOO0 BZ .000Z19
1984 llZ .000301 199Z 9Z .000Z47 ZOO1 9Z .000247
1985 13Z .000356 1993-1994 7Z .00019Z ZOOZ 6~ .000164
1986 lOX .000274 1995-1998 9Z .000Z47 2003 5Z .000137
--Interest is calculated as foZlows:
TNTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINiiUENT X DALLY TNTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date sheen on the
Notice, additional interest must be calculated.
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
..qTET$ o~q
Date of Death:
zoo3
Will
Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on .l~.~ I,~, 1..,.~ ~ :
Name Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
t S!gnat~re
Address
Telephone
9g: OL~ gg N~[' ~'0. Capacity: ~PPersonal Representative
t'Ttl
Counsel for personal representative
.
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
STETSo,J
TA-~I \...... ~ Mo rS'IG.oVl4GtL-i
Date of Death: --.MA-~
Iz' ZO"C3
.
Estate No.:
d'O'O:)-OO~3't
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
. Yes R 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. I is Yes, state the following:
a. Did t~sonal r.epr. esentative file a final account with the Court?
Yes 1!Q No'J .
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 0
c. Copies of receipts, releases, joinders and approval offormal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
In
iXtu~ (\ , rA 1ro
jJ \SV IN\. C>. M. ~ t\ \b o""~
Name
~1''f. bT- it'oJOjtE'...S '<JA--f
J:f-A<\../tL \tSv'-c. pI. n/l2-
Address
Date: 2.-)--0'
;;.......
-1l)- b '5" J.- ~O'..6
Telephone No.
Capacity: ~onal Representative
o Counsel for personal representative
J
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/02/2005
MONTGOMERY NEVIN BRUCE
4374 ST ANDREWS WAY
HARRISBURG, PA 17112
RE: Estate of MONTGOMERY STETSON TAYLOR
File Number: 2003-00234
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: 3/12/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
p~~~~
GLENDA FARNE~ STRAS<<UGH
REGISTER OF WILLS
cc: File
Counsel
Judge
vfi