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HomeMy WebLinkAbout04-0741Estate of / i ', , also known as PETITION FOR GRANT OF LETTERS , Deceased Social Security No./ ?? .~'(~ "'/'~ ;' Petitioner(s), who is/are 18 years of age or older, apply(les) for: (COMPLETE "A" OR "B" BELOW:) ] A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut J!~ Decedent, dated ! ',' , ,,~ ~- ~? V'~ ''fl' -- ~' ? and codicil(s) dated ,", ' named in the Last Will of the State relevant circumstances, e g, enunc ation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: B. Grant of Letters of Administration (c.t a, db n c t a: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship ~ ~ Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary Decedent was do,m, iciled at death in k.~(i~i,f,,i-,(i~'::~l County, Pennsylvania, with his/her alala~st family or principal residence at ~'¢' ~';~L"4i !"~.,;'¢¢' ~" i 't / .,; ~,,, ~,/. ' ~' ~ ~ ¢ ! (list street, numbeCrand municipality) ' Decedent, then years of age, died __, , at (Location) Decedent 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 ............................................... $ Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Signature Typed or printed name and residence / RW-7 Oath of Personal Representative Commonwealth of Pennsylvania County of L ,: ~,~ ',,'~.~ The Petitioner(s) above-named swear(s) and 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 representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to and affirmed and subscribed before me this t I ~-I~' day of DECREE OF REGISTER Estateof , , ~ ,r, · . eoeased .o. l-f 'a-r"q4i also known as Social Security No: , , ~ ' ;''., Date of Death: AND NOW, __ , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, / IT IS DECREED that Letters ~ Testamentary r-i of Administration (c.t.a., d.b.n c t; pendente lite; durante absentia; durante minodtate) are hereby granted to ;:' ;' ;,' -~ in the above estate and that the instrument(s), if any, dated described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters .................................... $ Short Certificate(s) ............... $ Renunciation .......................... $ Affidavit ( ) ....................... $ Extra Pages ( ) .............. $ Codicil ................................. $ JCP Fee ................................. $ Inventory & Tax Forms ............. $ Other ...................................... $ /50C Attorney Attorney: I.D. No: Address: Telephone: , . DATE FILED: RW-7A TOTAL ............................. $ 5 OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature o f /t'~,c ~/ /2 codicil subscribing witnesses to) the will presented herewith and that codicil . ~ will is in the handwriting of /c/k;,/ /~/)~4' ~)to the best of , testat of (one of the believes the signature on the knowledge and belief. Sworn to or affirmed and sub,- scribed before me this ~ ~1 J--~-- (Name) day of (Address) (Name) (Address) ARNING: COMMONWEALTH OF PENNSYLVANIA ° DEPARTMENT OF HEALTH * VITAL RECORDS CERTIFICATE OF DEATH , M~y P. Bankes l'Female ~124 --20-~-9586(.jl"N°O~mber 13, 2003 . Cumb~land C~p ~rl~ ~. Camp Hr~l C~e Cen~er I~"°~ ...... I'0 White ~'~ ~ 12 ~o,~ ,,*o,~,~ Widowed 46 E~ford Road ~s,=~c~ ~ Camp HEll, PA 17011 ............. Cumber~a~id '~"~',? ~ .... ,~ co~.~ ..... .* ~ ~.~,. ~,,,~.,~, Camp ,, M~y A. W~Ison ~o~1980 Sheepfold Ro~, Mechangcsb~, PA 17055 o,~ .......~ema~on ~oc~ety of ~ PA Cremato4q 2,* H~i~bt~g, PA 17109 J~.4100 Jones~own ~ ~arr&s~q, P~ ~I09 James P. Dopp James E. Bankes LAST WILL AND TESTAMENT OF MARY P. BANKES i, MARY P, BANkES, ©~' Harris;[)ut'~, <JourlL> of DaupJl~n, a~nd under'standing, do make, publ~:i~ and declare th~s as ~,nd flor my ia:st ~,ill and (esC~ment, hereby ~-exoking anti makinf null and void thez'e, i' b> me at uny rime Ler,~tofore made. FIRST: 71 older' and dtre(t that aJJ my debts and after my 3EC®ND: i o4ixe and bequeath certain items of personaJ ]isted on a sepe~'ate sheet si~.ed 1,3 m3setf and kel,t be FORTH: [ o~,det, and direct that my herein after named FLFTH: I or'der and d[cecl that my executor arrange to ha, e f,,n~ ,'a 1 ~, r'x i c(, ,uorldt~cted ['5 t he Stone al2d klllr['a? Funeral Penns~lx ~{~ia, Fait'x J~,~,' -[o~n*;hip, York Cr.,tmty and an Elder of' Johot *h':~ iLil.nes~es ::on,inc't L}li~: ~ccv[ce, Y~x k'ITNESS I{HEREOF, to Bar~k~, Lhe le~s;taLz'ix, h(~e Lo this my i¥i]l, se1 my hand · ~ . ( ';, ;~1., ~ (SEAL S~ned scale4, published and dectar'ed by lhe above name kial'> P. Bankes, ar~ and for her' last. ~ill and t. eataaent, in Lhe pr'esence of u's, ~ho have [n~r'eunto st.lbs( ribpd our names at her Z UJ X COMMONWEALTH OF !)PENNSYLVANIA REV-1500 t OFRCIAL USE ONLY D ARTMENTOFREVENUEDEPT. 2S0 01 INHERITANCERETURNF,LE.UMBBR ..... HARRISBURG, PA 1712S-0601 RESIDENT DECEDENT : :L LIr _0._ DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL SOCIAL SECURITY NUMBER DATE OF DEATH (MM-OD-Year) I DATE OF BIRTH (MM-DO-Year) (IF APPUC~BLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INiTiAL) [~1. Origina~ Return [] 2. Supplemental Retum I'7'/- _ THIS RETURN MUST 8E FILED IN DDPMCATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER E~3. RemainderRetum (date~dea~l~ior*o12.13_82) r~14. Limited Estate ~]/6. Decedent Died Testate (,~a~h cop¥~of W~II) [] 9. Litigation Proceeds Received ]4a. Futura interest Comprom~e (date oldsm a!er 12-12-82) I---17. Decedent Maintained a Living Trust (Attach cc~yofTn~st) ] 10. Spousal Poverly Credit (date oldea~ between f 2.31o91 a~l 1.1.95) ~--15. Federal Estate Tax Return Required ~) 8. Total Number of Safe Depesit Boxes [] 11. EtactJon te tax under Sss. 9113(A) (At,Ch Sch O) FIRM NAME (IfA~plicable} TELEPHONE NUMBER 1. Rear Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnemhip or Sole-Propdetemhip (3) 4. Mortgages & Notes Receivable (Schedule D) (4) . 5. Cash, Bank Deposits & Miscellaneous Pemonal Pmbarty (5) (Schedule E) 6. Jointly Owned Pmperly (Schedule F) (6) ] Separate Billing Requested 7. Inter-Vivos Transfem & Miscelleneous Non-Probate Probar[y (7) (Schedule g or L) 8, Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) ,, 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) COMPLETE MAILING ADDRESS (8) (111 (12) OFFICIAL USE ONLY -..j 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) - 14. Net Value Subjest to Tax (Line 12 minus Line 13) (14) SEE INSTRUCTIONS ON REVERSE SIBE FOR APPLICABLE EATES ~, bo,L 30 0 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X (15) 16. Amount of Line 14 taxable at linear rate 17. Amount of Line 14 taxable at sibling rate X .12 (17) 18. Amount of Line 14 texable at colletsral rate X .15 08) 19. Tax Due (19) 20. [] ' Decedent's C.~_~__~.m__plete Address: Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousar Poverly Credit B. Prior Payments C. Discount Total Credits (A +B +C ) 3. Interest/Penafiy if applicable (2) O. 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 I Line 20 to request a refund (4) 5. If Line 1 + Une 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) -- 0 """- A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKs 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... [] b. retain the right to designate who shaft use the property transferred or its income; ........................................ [] c. retain a reversionary interest; or ...................................................................................................... [] d. receive the premise for life of either payments, benefits or care? ............................................................. [] 2. If dceth °ccurred after Desember 12, 1982, did decedent transfer preper[y within one year of death without receiving ad~uate consideration? [] 3. Did decedent own an in trust for" or payable upon death hank account or secudty at his or her death?................ 4. Did desedent own an Individual Refirement Account, annuity, or other non.prebate 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. Unda'penal~esofpe~u~7. lded allhaveexaminedlhismtum, includin acc'om anying schedu es and statements. . ~~s m ~C~nUd~%~orm~(~a~ of which ere~a~er hA~ ~nv kn~a~nd to the best °f mY knowledge and behef. ,t ,s ~e. ~r~ and compleX. ADDRESS SiGNATUREZEPA~ - - ,~.~.-~_c..Y.~, ~ - .~ DATE ADDRESS 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 ratum 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 ireposed 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 stepearenl of the child is 0% [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. NUMBER 1. REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA ~CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN Include the proceeds of I~rJation and the date the proceeds were r'sceived by the estate, iTEM All properly J~lotly-ewned with ~lght of suntivorsttlp must be disclosed on Schedule F, ~ DESCRIPTION VALUE AT DATE O._.~F DEATH TOTAL (Also enter on line 5, Recapitulation) $ (if more space is needed, insert addi~esal sheets of the same size) ESTATE OF ITEM NUMBER Debts of decedent must be reported on Schedule FUNERAL EXPENSES: DESCRIPTION AMOUNT ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Pemoaal RepresentaUve (s) Social 8ecurily Number(s)/ElN Number of Pemonal Represeetative(s) Street Address Ci~/ 8ta~ Year(s) Commission Paid: ^~omeyFees . ~o,*~/~','~,,Z, o,u Family Exemption: (If deceden['s address is not the same as claiman['s, attach explanatfoe) Claimant Zip S~et Address c~, State Zip Relationship of Claimant to Decedent ProbateFees CI~L~d lgeclc~lq el (~c~q +~ l~ed ,s/-~: ~+ ta' i l(s Aceountaei's Fees Tax Return Preparers Fees ~50 TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert addi'~onal sheels of the sams size) REV-1512 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIEI & LIENS FILE NUMBER ITEM NUMBER 1. Include unreimbumed medical expenses. DESCRIPTION TOTAL (Also enter on line 1 O, Recapitulation) (If mom space is needed, insert addiUonal sheets of the sarre size) VALUE AT DATE OF DEATH COMMONWEALTH OF PENNSYLVANIA / BENEFICIARIES C°M~Y ~V~ ~~B NEFIClARIES ESTATE OF ,~ ~ ~, ~_~ · ~ ~__._~ FILE NUMBER NUMBER I NAME AND ADDRESS OF PERSON(S) RECEIVING pROPERTY I. TAXABLE DISTRIBUTIONS [indudeoutrightspousaldistributions, and transfers under Sec. 9116 (a) (1.2)] II. 1. RELATIONSHIP TO DECEDENT Do Not List Trustee(s) NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS AMOUNT OR SHARE OF ESTATE S SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET TOTAL OF PART [[ - 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) INVENTORY also known as , Deceased Date of Death J~./{/1/~ b/q }P.F- Social Security No.., Personal Representative(s) of the above Estate, deceased, vedf7 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 PennsyNanla 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 the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We redly that the statements made in this inventory ara true and correct, lANe understand that false statements herein made are subject to the penalties of 18 Pa, C.S, Section 4904 relating to unsworn falsification to authorities· Name of J Attorney: /~'/'~ I.D. No.: Address: Telephone: Personal Representative: (Attach Additional Sheets if necessary) Value · state outside the CommonweaP~, · ,. w r-~oH~y~vanla may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 CONNONNEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DEC 29 9:09 DATE ESTATE OF DATE OF DEATH CLERK OF FZLE NUNBER OAPH4 o CuUR COUNTY ~I980 SHEEPFORD RD NECHANZCSBURG PA 17055 I I 12-27-200~ BANKES 11-15-200:5 21 0~-07ql CUNBERLAND 101 Amoun'l: Romit:'l:ed t REV-I~i7 EX AFP (09-0¢) NARY P HAKE CHECK PAYABLE AND RENZT PAYNENT TO; REGTSTER OF WTLLS CUNBERLAND CO COURT HOUSE CARLTSLE, PA 1701:5 CUT ALONG THIS LINE ~' RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP [01-03) NOTZCE OF INHERITANCE TAX APPRAZSENENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSNENT OF TAX ESTATE OF BANKES NARY P FILE NO. 21 Oq-07ql ACN 101 DATE 12-27-2004 TAX RETURN NAS: (X) ACCEPTED AS FTLED { ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERS=. APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~e (Schedule A) (Z) 2. S~ocks and Bonds (Schedule B) (2) 3. C/osely HeZd S~ock/Par~narship Zn~eres~ (Schedule C) (3) ¢. Not,gages/No,es Receivable (Schedule D) (¢) S. Cash/Bank Deposi~s/Nisc. Personal Proper~y (Schedule E) (5) 6. Joln~ly O~nad Propar~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Asse~s APPROVED DEDUCTIONS AND EXENPTZONS: 9. Funeral Expenses/Adm. Cos~s/Nisc. Expanses (Schedule H) (9) 10. Deb~s/Nor~gage Liabilities/Liens (Schedule Z) (10) 11. To,al Deductions 2~602.$0 .00 .00 NOTE: To insure proper .00 credi~ ~o your account, .00 submi~ ~he upper por~ion .00 of ~his form wi~h your ~ax payment. .00 (8) 12. 15. 1~. NOTE: ASSESSHENT OF TAX: 15. Amoun'~: of Line Z~l a* Spousal ra~ce 16. Amoun'l: of L/ne Ir+ ~axable a~ Lineal/Class A ra~e 17. Amoun'l: of Line 1~ a~ S/bllng ra~e 18. Amoun~ of L/ne 1~ ~axabla a~: Collateral/Class B re~a 19. Principal Tax Due TAX CREDITS: PAYNENT RECEZP1 DISCOUNT (+J DATE NUNBER INTEREST/PEN PAID (-) 1~767.87 (11) 2,602.:50 Ne~ Value of Tax Re~urn (12) Chari~cable/Governmmngcal Bequests; Non-eZoc~ed 9115 Trusts (Schedule J) (13) No~ Value of Es~a~o Sub5oc~ ~:o Tax (lr~) :If an assessment ,as issued previously, lines 1~, 15 and/or 16, 17, 18 and 19 reflect flgures that include the total of .ALL returns assessed to date. IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. (is) .00 x O0 = (26) .00 x 045= (17) . O0 x 12 = (18) .00 x 15 = (19)= ANOUNT PAZD 2.6fl2.30 .00 .0O .00 .00 .00 .00 .00 .00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE -°°I .00 .00 .00 ( IF TOTAL DUE ZS LESS THAN $1, NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/11/2005 BANKES JAMES E 1980 SHEEPFORD ROAD MECHANICSBURG, PA 17055 RE: Estate of BANKES MARY P File Number: 2004-00741 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 is due by: 11/13/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, .~~~ GLENDA FAffi~ER STRP_SBAUGH REGISTER OF WILLS cc: File Counsel Judge t-V' 2{5 ,- /', U.I ---, C) c-. li: ::c 1.1__ C) C; Ll r C-J 0:: C) C) L.U cr: Date: C'? t- C_, Cl Lr:> = C::> C"-J Ii",; .~ . .. ~ e : , Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: J1AIlY /? BANkes, Date of Death: AI<9f1 /3. 2 {f}o3 / Estate No.: 2/ (J if ' 0 7 i:f I 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 1& 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 0 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 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. /t}/JJ,/oS I I 2 l.r) to ture ;;;HfS [. iJA/l/k'Cf Name 1/<60 G 4ec;fo/LcI RoA-c/ Hech4A/J(shV/l7 ,fit /7fJSS Address I (7/7) 77'1- ItZ2. / Telephone No. .. - - ~ Capacity: 'BPersonal Representative o Counsel for personal representative \fr