HomeMy WebLinkAbout02-1063CpNIBERLAND
Register of Wills of County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of ~'Y E- T~~ No. ~ ~~a~ ~a (O~
also known as
,Deceased Social Security No. 187-16-6786
Petitionei(al, who is/are 7 B yeah al age ar rider, apply(iea) tor:
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the executrix named in the Last Will of the
Decedent, dated July 20, 1995 and codicils} dated none
State relevant circumstances, e.g., renunciation, 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 incompetent:
Decedent was domiciled at death in
residence at 2t7ti Senate_A~re_ .
unty, Pennsylvania, with his/her last family or principal
(list street, number and mun cipality)
Decedent, then 88 years of age, died November 11 , 2002 20 _, at Holy Spirit Hospital, Camp Hill, PA
ILOCationl
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property .............................. S
(If not domiciled in PA) Personal property in Pennsylvania ...................... S
(If not domiciled in PA) Personal property in County .......................... S
Value of real estate in Pennsylvania ............................................... S
Total ..............................................................5
Real Estate situated as follows:
Wherefore, Petitioner(s) respectfully requestls) 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:
Signatu Typed or printed name and residence
Donna K- Johnson
4210 B Catalina Lane, Harrisburg, PA 10109
Rw-~ /7l/03 -r3
B. Grant of Letters of Administration
Ic.[.e., d.b.n.c.[.e.: pendente liter durance ebaentia; durente rrunaritate)
Petitioner(s) after a proper search haslhave ascertained that Decedent left no Will and was survived by the following spouse
(it any} and heirs:
Oath of Personal Representative
Commonwealth of Pennsylvania
County of ~ ~E~D
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 representatiyels- of the Decedent,
Petitioner(s) will well and truly administer the estate. according to law. %'
`-~~~ ~/
Sworn to and affirmed and subscribed
before me this 25th day of
November
20 02
Donna M. Otto,lst Deputy
DECREE OF REGISTER
Donna K. Johnson
Estate of Marv E_ Turns Deceased No. 21-2002-106
also known as
Social Security No: 187-16-6786 Date of Death: November 11 , 2002
AND NOW, December_2nd 2oQ~, in consideration of the Petition
on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters [~ Testamentary ^ of Administration
are hereby granted to
Donna K. Johnson
Ic.Ln : d.~.~~.~. neode~~~ ine: d~~~~~e a~se„~~~: d~,~mr• «~~oomaici
in the above estate and that the instrument(s), if any, dated July 20, 1995
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
~.% /.o.~
Letters ........................... $ 25.00 // (/~~'
Register of Wills `~~~~~i0"'6~-' ~/~
Short Certificate(s)..... ~). $ 6.00 Donna M. Otto,lst Deputy ~C~~!e i~
Renunciation .................. $
Affidavit ( ) ................. $
Extra Pages (5 )............ $ 15.00
Codicil .......................... $
JCP Fee ........................ $ 10.00
Inventory & Tax Forms... S
Other ............................ S
TOTAL ................ $ 56.00
Attorney: JoYu'1 A ~~~ RG r
I.D. No: 07109
Address: ~~~p T~nahnP Rd_
Harrisburg, PA 17110
Telephone: 717/671-9870
DATE FILED: December 2nd, 2002
~W-7a MAILED LETTERS TO ATl'ORNEY ON DEC`r~IBER 2nd, 2002
LAST WILL AND TESTMENT OF MARY E. TURNS
I, MARY E. TURNS, of Lemoyne, Cumberland County, Pennsylvania, being of
sound and disposing mind, memory, and understanding, do make, utter, and publish
this my Last Will and Testament, hereby revoking all former Wills heretofore
made.
1. I order and direct that my Executor, hereinafter named, shall pay
in full as soon as may be conveniently possible after my decease my just debts,
including mortgages and funeral expenses, and all inheritance, estate, succession
and legacy taxes of whatsoever nature and kind, both State and Federal, to which
my estate or the transfer of any property passing hereunder or otherwise passing
by reason of my death, may be subject, and to charge such taxes against the
residue of my estate, it being my intention that none of the aforesaid taxes on
any of the property required to be included in the gross estate under the
provisions of any State or Federal Law now in force and effect or hereafter
enacted, shall be pro-rated among the persons interested in my estate and to whom
such property is or may be transferred or to whom any benefit accrues.
2. I order and direct that my furniture, furnishings, books, china,
silverware, crystal, jewelry, pictures, objects of art, tools, automobiles, and
all other domestic and household effects, personal goods and chattels of every
nature and wheresoever situate be distributed in accordance with the MEMORANDUM
attached hereto.
3. All the rest, residue and remainder of my estate, real,
personal and mixed, of whatsoever nature and wheresoever situate, of which
I shall die seized and possessed, or to which I shall be entitled at the
time of my decease, I give, devise and bequeath to my Niece, DONNA K. JOHNSON,
Enola, Dauphin County, Pennsylvania, per stirpes.
4. In the event that my aforesaid Niece, DONNA K. JOHNSON,
should predecease me, or should we die in a common disaster, then I give, devise
and bequeath all the rest, residue and remainder of my estate, real,
personal and mixed, of whatsoever nature and wheresoever situate, of which
I shall die seized and possessed, or to which I shall be entitled at the
time of my decease, to my Nephew, WILLIAM L. JOHNSON, of Turnersville, New
Jersey, per stirpes.
5. I nominate, constitute and appoint my aforesaid Niece, DONNA K.
JOHNSON, Executor of this my Last Will and Testament, to serve without bond of
any type whatsoever.
A. In the event that my aforesaid Niece, DONNA K. JOHNSON, should
predecease me or be unable to serve for any reason whatsoever, then I nominate,
constitute and appoint my aforesaid Nephew, WILLIAM L. JOHNSON, Executor of this
my Last Will and Testament, to serve without bond of any type whatsoever.
B. In the event that ray aforesaid Nephew, WILLIAM L. JOHNSON,
should predecease me, or be unable to serve for any reason whatsoever, then I
nominate, constitute and appoint CORESTATES BANK, of Harrisburg, Dauphin County
Pennsylvania, Executor of this my Last Will and Testament, to serve without bond
of any type whatsoever.
6. I direct that my said Executor shall serve as Guardian
of the estates of any minor beneficiaries, to serve without bond of any type
whatsoever.
IN WITNESS WHEREOF, I have to this my Last' Will and Testament
set my hand and seal at the end hereof, this ,.-yt yL/klay of July, 1995.
Y E. TURNS
i
The preceding instrument, consisting of three (3) pages
was on this ;L~~ day of July, 1995, signed, published, and declared by
MARY E. TURNS, the Testatrix therein named, as and for her Last Will and
Testament, in the presence of us, who, at her request, in her presence, and in
the presence of each other, have subscribed our names as witnesses hereto.
- (SEAL)
~~L~v `7~Y? . /~~tr-C~-~~~ (SEAL )
MEMORANDUM
To the LAST WILL & TESTAMENT of
MARY E. TURNS
1. Antique watch, topaz ring, antique cameo ring, gold necklace, cut glass bowl and
Copenhagen plate to be returned to my Friend, WARREN W. WIERBACH, of
Middletown, Dauphin County, Pennsylvania. These items are not to be sold.
2
3
4
5
To my Brother, LOY S. TURNS, of Jamesport, New York, the antique Italian marble
table. This table is not to be sold.
To my Nephew, WILLIAM L. JOHNSON of Turnersville, New Jersey, the antique
flower stand, and the automobile that I own at the time of my death.
To my Niece, DONNA K. JOHNSON, of Enola, Pennsylvania, the three-pearl ring
and luncheon set of dishes.
To my Friend, MARGARET LEFEVER of Lancaster, Pennsylvania, the Bible print
picture.
Date : ~~~f2,!v j~ ~~
~~ y
~_ ~ --'(Seal)
MAR E. TURNS
l
~i
ACKNOWLEDGMENT AND AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF DAUPHIN )
On this ~G~~ day of July, 1995, we, MARY E. TURNS, Testatrix,
John A. Roe, and ,~}~~J {l(. ~C,~~n~~"-~ , the witnesses, respectively, whose names
are signed to the foregoing instrument, being first duly sworn, do hereby declare
to the undersigned authority that the Testatrix signed and executed the
instrument as her Last Will and Testament and that she signed willingly, and that
she executed it as her free and voluntary act for the purposes therein expressed,
and that each of the witnesses, in the presence and hearing of the Testatrix,
signed the Will as witnesses and that to the best of his/her knowledge, the
Testatrix was at that time eighteen years of age or older, of sound mind, and
under no constraint or undue influence.
~~ ~ ~~ ~ '~ i(S EAL )
RY E. TURN
(SEAL)
JO A. ROE _
(,~itf/~l. ~~ ` SEAL )
Subscribed, sworn to, and acknowledged before me by
MARY E. TURNS, John A. Roe, and ~I~ti; ~. ~iN~~ Testatrix
and witnesses respectfully, this; day of July, 1995.
,~ a
NOTARIAL SEAL
KAY M. MOSTOLL.ER, NOTARY PUBLIC .( r f ~ ~ ,'
Somerset Borough, Somerset Counttyy, PA I ` ~- t, ~
My Commission ExpiresJuiy 14,1$97 otar. Public
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
JOHNSON DONNA K
4210"B"CATALINA LANE
HARRISBURG, PA 17109
fold
REV-1162 EX(11-961
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ACN
ASSESSMENT
CONTROL
NUMBER
ESTATE INFORMATION: ssN: 187-i 6-sass
FILE NUMBER: 2102-1063
DECEDENT NAME: TURNS MARY E
DATE OF PAYMENT: 02/ 1 0/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 1 1 / 1 1 / 2002
AMOUNT
101 ~ 5700.00
5700.00
TOTAL AMOUNT PAID:
REMARKS: DONNA K JOHNSON
CHECK# 97
INITIALS: JA
SEAL RECEIVED BY: DONNA M. OTTO
DEPUTY REGISTER OF WILLS
NO. CD 002146
REGISTER OF WILLS
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent
Date of Death:
Will No.
To the Register:
MARY E. TURNS
November 11, 2002
2002-01063
Admin. No.
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 March 4, 2003.
NAME ADDRESS
Warren Wierbach 109 Holly Hall, Pineford Dr., Middletown, PA 17057
Lloyd Turns P. O. Box 831, Jamesport, NY 11947
Donna K. Johnson 4210B Catalina Lane, Harrisburg, PA ' 17109
William L. Johnson 29 E. Brandon Street, Sheppton, PA 18248
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
[Margaret Lefever -still searching for her address].
C' Z~
Date: March 4. 2003 ~
John .Roe, Esq.
Attorney I. D . #07109
2520 Doehne Road
Harrisburg, PA 17110-9622
717/671-9870
Capacity: Personal Representative
X Counsel for Personal Representative
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COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 002754
ROE JOHN A ESQ
2520 DOEHNE ROAD
HARRISBURG, PA 17110
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-- fold
__________ ________
ESTATE INFORMATION: ssN: ~ 87-i 6-6~ss
FILE NUMBER: 2102-1063
DECEDENT NAME: TURNS MARY E
DATE OF PAYMENT: 07/01 /2003
POSTMARK DATE: 06/30/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 1 1 / 1 1 /2002
101 ~ 5478.86
TOTAL AMOUNT PAID:
REMARKS: DONNA K JOHNSON
C/O JOHN A ROE ESQUIRE
CHECK# 991
SEAL
INITIALS: VZ
RECEIVED BY: DONNA M. OTTO
5478.86
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
Register of Wifis of c~r~ERr~rm ~~ , Pennsylvania
I~~v`~~~oR~
Estate of MARY E_TURNS _ No. _ 21-02-01063
also known as Date of Death November 11 , 2002
Deceased Social Security No. 187-16-h'j$6
Personal Representatives) of the above Estate, deceased, verify that the items appearing in the following inventory include all
of the personal assets v~narever ~;tuate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that
the valuation placed op;osite each item of said inventory represents its fair value as of the date of ;:~e Decedent's death, and
that Decedent owned nc real esl.te outside of the Commonwealth of Pennsylvania except that whech appears in a memorandum
at the end of this inventory. I/Vve verify that the statements made in this Inventory are true and correct. I/1Ne understand that
falsr. statements herein aro made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification ~o
authorities.
Name of
Attorney:
John A. Roe, Esq.
Personal Representativ.:
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K, on
I.D. No..: 01709
address: 254 DOehnE Road Dated
Harri GhiLrn PA ~0-'~
Telephone: 71 7~ti'71-A~j'J.Q
Description
151 Union Bank checking acct. #1000615396975
savings acct. #3059980286730
Allfirst Bank checking acct. #0010299653
furniture and household goods (sold at auction)
car (1996 Chevrolet Beretta - in kind)
antique table (in kind)
miscellaneous gifts (in kind)
Value
.~-; ~: 92Q~40
~, ` 2,29Y'83
~~
u..-
249 ~7
1, 200. Qf2
::-
~3,250.06r'
1,300.00
110.00
Total: $9, 222.00
(Attach Additional Sheets if necessary-
NOTE: The Memorandum ~f real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include
the value of each item, bu: such figures should not be extended into the total of the Inventory.
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REV-1500
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280001
HARRISBURG, PA 17128-0601
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21-02-01063
COUNTY CODE YEPlP,
NUMBER
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Turns, Mary E.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM.OO.YE~R)
November 11, 2002 November 16, 1913
(IF ~PPlICABlE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITI~l)
OFFICIAL USE ONLY
SOCIAL SECURITY NUMBER
187-1 6--6786
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
~ 1. Original Return
o 4. Limited Estate
o 6. Decedent Died Testate (AllachcopyofWill)
o 9. U\igat\on Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (dale of death after 12-12-82)
D 7. Decedent Maintained a Living Trust (Attach copyofTrusl)
o 10. Spousal Poverty Credit (dale of death I:>etwee~ 12-31-91 and 1-1-95)
o 3. Remainder Return (dale of death prior to 12.13-82)
o 5, Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11. Election to lax under Sec. 9113(A) (Altac/lSchQ)
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NAME
John A. Roe Es.
FIRM NAME (If Applicable)
COMPLETE MAILING ADDRESS
2520 Doehne Rd.
Harrisburg, PA 17110
TELEPHONE NUMBER
717/671-9870
OFFICIAL USE ONLY
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1, Real Estate (Schedule Al
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 BiUing 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 (,( Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (Iotallines 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)
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(B)
9,222.00
9.222.00
(11) 861l.61
(12) 8,352.39
(13)
(14) 8,352.39
X.o_ (15)
x.O_ (16)
x .12 (17) 1<;1i 00
x .15 (18) 1n5"7 Q~
(19) 1?1'l 86
19. Tax Due
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
(6)
(7)
(9)
(10)
869.61
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a}(1.2)
16. Amount of Line 14 taxable at lineal rate
(table)
1100 00
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
70S? 19
20.0
Decedent's Complete Address:
STREET ADDRESS
?Ml
Camp Hill, PA 17011
,,'
CITY
I STATE
I ZIP
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1) 1213.86
700.00
j:,.OO
Total Credits (A.B. C) (2) 735.00
3. fnteresUPenafly if applicable
D. interest
E.Penally
Totai InteresUPenalty ( 0 . E ) (3)
4. If Line 2 is greeter than Line 1 . Line 3, enler 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.
(SA)
B. Enterthe total of Line 5. SA. This is the BALANCE DUE. (58) 478 86
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: Ves
a. retain the use or income of the property transferred;.................................................. ................... ................... 0
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0
6. retain a reversionary interest;. or ........... ............,............................... ................. .............,., '.. ........... .......,......,<<... 0
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0
2. If death occurred after December 12, '982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0
3. Did decedent own an "in trust fo( or payable upon death bank account or security at his or her death? "......"".. 0
4. Did decedent own an individuai Relirement Accounl, annuity, or other non-probate property which
centains a beneficiary designation? ........"..".."...."...."......"......"........".."........"......""......"........"......""............ 0
No
IX]
IX]
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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 thai 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 inform of which pre parer has any knowledge.
.
10B Catalina Lane, HarriSburg, PA 17109
A. Roe, Esq., 2520 Doehne Road, Harrisburg, PA 17110
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%
172 P.S. ~9116 (a) (1.1) (i)].
For dales 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. 99116 (a) (1.1) (ii)
The statute does not exemot a transfer to a surviving spouse from lax, 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 dales 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 ofthe child is 0% [72 P.S. 99116(a)(1.2)).
The lax rale 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. 99116(1.2) [72 P.S. 99116(a)(1)J.
The tax rate Imposed on the net value of transfers to or for the use of the decedent's sibiings is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as a
individuai who has at least one parent in common with lhe decedent, whether by blood or adoption.
REV.1sOs EX+ (1.s7j
ESTATE OF
'*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERl1ANCE 1AX RETURN
RESIDENT DECEDENT
Mary E. Turns
FILE NUMBER
21-02-01063
Include the proceeds of lrogation and the date the proceed. we" received by the estate. All property Jolntly-owned with the right of survivorship must be dlsclosSll on SchSllule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
I" Union Bank
checking acct. #1000615396975
savings acct. #3059980286730
840.40
2,91.83
2
Allfirst Bank
checking acct. 0010299653
249.77
3
Household goods, furniture (sold at auction)
1,200.00
4
car (1996 Chevrolet Beretta in kind)
3,250.00
5
antique table (in kind)
1,300.00
6
miscellaneous gifts (in kind)
110.00
TOTAL (Also enter on line 5, Recapitulation) $ 9,222.00
(If more space is needed, insert additional sheets of the same size)
RfV_1511EX+p-i7}
'*
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marv E _ T11nlR
FILE NUMBER
21-02-01063
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAl. EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Perronal Representative's Commissklns
Name of Personal Representative (s)
Sodal Security Number(s) I EIN Number of Personal Represantawels)
StreelAddress
City Sfata Zip
Year(s) Commission Paid:
2. Attorney Fees 500.00
3. Family Exemption: (If decedenfs address is not the same as c1aimanfs, attach explanation)
Claimant
Street Address
City Slate Zip
Relationship of Claimant to Decedent
4. Probate Fees 94.00
5. Accountanfs Fees
6. Tax Return Preparer's Fees
7. AT&T 7.35
8 Cancast Cable 28.74
9 Nationwide Insurance (car insurance) 239.52
TOTAL (Also enter on line 9, Recapitulation) $ 869.61
(If more space is needed, insert additional sheets of the same size)
~ REV.t513EX~.(1.97)
'*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESI ENT DECEDENT
FILE NUMBER
21-02-1063
ESTATE OF
Mary E. Turns
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Ust Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (Include outright spousal distributions)
1. Warren W. Wierbach friend gifts
109 Holly Hall, Pineford Dr., Middletown, PA 1075 $50.00
2 Loy S. Turns Brother antique table
P. O. Box 831, Jamesport, NY 11947 $1,300.00
3 William L. Johnson nephew flower stand
29 E. Brandon St., Sheppton, PA 18248 $50.00
1996 Chev.
Berretta
$3,250.00
4 Margaret Lefever friend Bible print
Picture
$10.00
Continued.... .
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
n. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 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 DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space IS needed, Insert addnlona~sheets of the same size)
SCHEDULE J
BENEFICIARIES
PAGE 2
Estate of Mary E. Turns
File No. 21-02-1063
5 DOIU1a K. Johnson
421O-B Catalina Lane, Harrisburg, PA 17109
niece
3 pearl ring
$30.00
Dishes
$20.00
DOIU1a K. Johnson
421O-B Catalina Lane, Harrisburg, PA 17109
niece
residue of estate
LAST WILL AND TESTMENT OF MARY E. TURNS
T, MARY E. TURNS, of Lemoyne, Cumberland County, Pennsylvania, being of
sound and disposing mind, memory, and understanding, do make, utter, and publish
this my Last Will and Testament, hereby revoking all foccmer Wills heretofore
made.
1. I order and direct that my Executor, hereinafter named, shall pay
in full as soon as may be conveniently possible after my decease my just debts,
including mortgages and funeral expenses, and all inheritance, estate, succession
and legacy taxes of whatsoever nature and kind, both State and Federal, to which
my estate or the transfer of any property passing hereunder or otherwise passing
by reason of my death, may be subject, and to charge such taxes against the
residue of my estate, it being my intention that none of the aforesaid taxes on
any of the property required to be included in the gross estate under the
provisions of any State or Federal Law now in force and effect or hereafter
enacted, shall be pro-rated among the persons interested in my estate and to whom
such property is or may be transferred or to whom any benefit accrues.
2. I order and direct that my furniture, furnishings, books, china,
silverware, crystal, jewelry, pictures, objects of art, tools, automobiles, and
all other domestic and household effects, personal goods and chattels of every
nature and wheresoever situate be distributed in accordance with the MEMORANDUM
attached hereto.
3. All the rest, residue and remainder of my estate, real,
personal and mixed, of whatsoever nature and wheresoever situate, of which
I shall die seized and possessed, or to which I shall be entitled at the
time of my decease, I give, devise and bequeath to my Niece, DONNA K. JOHNSON,
Enola, Dauphin County, Pennsylvania, per stirpes.
4. In the event that my aforesaid Niece, DONNA K. JOHNSON,
should predecease me, or should we die in a common disaster, thep I give, devise
and bequeath all the rest, residue and remainder of my estate, real,
personal and mixed, of whatsoever nature and wheresoever situate, of which
I shall die seized and possessed, or to which I shall be entitled at the
time of my decease, to my Nephew, WILLIAM L. JOHNSON, of Turnersville, New
Jersey, per stirpes.
5. I nominate, constitute and appoint my aforesaid Niece, DONNA K.
JOHNSON, Executor of this my Last Will and Testament, to serve without bond of
any type whatsoever.
A. In the event that my aforesaid Niece, DONNA K. JOHNSON, should
predecease me or be unable to serve for any reason whatsoever, then I nominate,
constitute and appoint my aforesaid )lephcw, IVILLIAM L. JOHNSON, Executor of this
my Last Will and Testament, to serve without bond of any type whatsoever.
B. In the event that my aforesaid Nephew, WILLIAM L. JOHNSON,
should predecease me, or be unable to serve for any reason whatsoever, then I
nominate, constitute and appoint CORESTATES BANK, of Harrisburg, Dauphin County
Pennsylvania, Executor of this my Last Will and Testament, to serve without bond
of any type whatsoever.
6. I direct that my said Executor shall serve as Guardian
of the estates of any minor beneficiaries, to serve without bond of any type
whatsoever.
IN WITNESS WHEREOF, I have to this my Last Will and Testament
set my hand and seal at the end hereof, this ..;;'r:.,tlRay of July, 1995.
-j'VI /.'
n 43< c.
RY E.
/:
(I
'7 /
\ /4'..r "J A<.?'-r2/'
TURNS
The preceding
'/ '1
this .-x' cZ day
instrument, cOnsisting of three (3) pages
was on
of July, 1995, signed, published, and declared by
MARY E. TURNS, the Testatrix therein named, as and for her Last Will and
Testament, in the presence of us, who, at her request, in her presence, and in
the presence of each other, have subscribed our names as witnesses hereto.
7/>10..fA-.:, _ (SEAL)
~. , ~
/I "/.
(jjA.1.A'<-' Yn. k~ij', (SEAL)
ACKNOWLEDGMENT AND AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF DAUPHIN )
On this oZO~ day of July, 1995, we, MARY E. TURNS, Testatrix,
John A. Roe, and 4AJ'J /-(. Rc..6/rJSOJ ,the witnesses, respectively, whose names
are signed to the foregoing instrument, being first duly sworn, do hereby declare
to the undersigned authority that the Testatrix signed and executed the
instrument as her Last Will and Testament and that sha signed \<illingly, and that
she executed it as her free and voluntary act for the purposes therein expressed,
and that each of the witnesses, in the presence and hearing of the Testatrix,
signed the Will as witnesses and that to the best of his/her knowledge, the
Testatrix was at that time eighteen years of age or older, of sound mind, and
under no constraint or undue influence~
71-
~Y? Y E. TURNS
)t--~ /' (SEAL)
, JO A. ROE ..
ftfA/.. 44., K&--t'--U<...'.e':'{sEAL)
I' /'
/~ I..f /'
A'SEAL)
Subscribed, sworn to, and acknowledged before me by
MARY E. TURNS, John A. Roe, and AAii-J 1---\. /vR,;r0&..J
and witnesses respectfully, this i~~ day of July, 1995.
) Testatrix
NOTARIAL SEAL
KAY M. MOSTOLLER, NOTARY PUBLIC
Some,."t Borough. Somer...t County, PA
My Commission Expires July 14. 1997
MEMORANDUM
To the LAST WILL & TESTAMENT of
MARY E. TURNS
1. Antique watch, topaz ring, antique cameo ring, gold necklace, cut glass bowl and
Copenhagen plate to be returned to my Friend, WARREN W. WIERBACH, of
Middletown, Dauphin County, Pennsylvania. These items are not to be sold.
2. To my Brother, LOY S. TURNS, of Jamesport, New York, the antique Italian marble
table. This table is not to be sold.
3. To my Nephew, WILLIAM L. JOHNSON of Turnersville, New Jersey, the antique
flower stand, and the automobile that I own at the time of my death.
4. To my Niece, DONNA K. JOHNSON, of Enola, Pennsylvania, the three-pearl ring
and luncheon set of dishes.
5. To my Friend, MARGARET LEFEVER of Lancaster, Pennsylvania, the Bible print
picture.
-"
D -, .,' i" ,~" I
ate: ' ~-~f t/: _ "'.I i
?
.'-~ ,;;;.J ,:; v
.:;;
""" ....-r
I./}/' t" I
I,-,t,-C) H 0101 \~-~',J ,'<7/,.,_ (Seal)
M7 E. TURNS
f~N.
WACHOVIA
Reference ill: 488340
First Union/Wachovia
Attn; Balance Confirmation Services
POBox 40028
Roanoke VA 24022-73 13
December 27, 2002
JOHN ALEXANDER ROE
ATTORNEY AT LAW
2520 DOEHNE ROAD
HARRISBURG, PA 17110-9622
SUBJECT: Verification I Confirmation of Account and Balance Information provided for:
Customer: MARY E TURNS (SSN# 187-16-6786)
Date of Death: November 11, 2002
Deposit Account Information
Account Account Date of Death Average Date Maturity Interest Accrued YTD Date
Type Number Balance Balance'" Opened Date Rate Interest Interest Paid Closed
CHECKING 1000615396975 $820.40 1/2/1950 $0.00 $0.00
LEGAL TITLE: MARY E. TURNS
SAViNGS 3059980286730 $2,29l.83 lIlII992 $0.61 $15.54
LEGAL TITLE: MARY E. TURNS
.. Due to system limitations, we can only provide a twelve month average balance on depository accounts.
'" Date of death balance does not include accrued interest.
* If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were
~eriod
Julia Sorrells
Servicenter Associate
December 27,2002
(540)563-7323
Phone Number
sss;js
000671
Il allflrst
December 13, 2002
John Alexander Roe
Attorney at Law
2520 Doehne Road
Hamsburg, Pennsylvania
Allfirst Financial Center N.A.
p.G. Box 900
MiIlsboro, DE 19966
17110-9622
RE: Estate of Mary E. Turns
Date of Death: November 11, 2002
Sodal Security Number: 187-16-6786
Dear Mr. Roe:
In response to your request, please be advised of the following account the above-named
decedent had with this bank and the balance on the date of death.
Account Type........................... Direct Deposit Checking Account
Account Number....................... 0010299653
Ownership (Names 01)................ Mary E. Turns
Opening Date........................... 12/15/92
Balance on Date of Death...........$
249.77
0.00
249.77
Accrued Interest......................
Total. .... ..... .................. ....... ...$
This JeSponse does not apply to any assets held with Allfirst Brokerage, where Allflrst Bank Is serving as a trustee, nor to
any cree/It cards owned by Bank of America bearing Alltirst Bank's name.
For further account information. closures and/or reimbursement of funds refer to below
branch.
344 South 10'" Street, Lemoyne, PA 17043, telephone 717-737-3322.
Sincerely,
'7U.a. ~~.
Mary Anne Macielag
Associate IICIS
(302) 934-2240
COMMONWEALTH OF PENNSYLVANIA
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601 NOTICE OF INHERITANCE TAX
HARRISBURG, PA 17128-0601
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 E% ~FP (R1-P3)
DATE 08-11-2003
ESTATE OF TURNS MARY E
DATE OF DEATH 11-11-2002
FILE NUMBER 21 02-1063
;!..;COUNTY. CUMBERLAND
JOHN A ROE ESQ ~ ACN 101
2520 DOEHNE RD Amount Remitted
HBG PA 17110
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
----------------------------------------------------------------------------------------------------------------
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TURNS MARY E FILE NO. 21 02-1063 ACN 101 DATE 08-11-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1) .00 NOTE: To insure proper
(2) .DO credit to your account,
(3) .00 submit the upper portion
(4) .00 of this form with your
(5) 9,222.00 tax payment.
(6) .00
(7) .00
(8) 9,222.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 869.61
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 869.61
8,352.39
12. Net Value of Tax Return (12) .00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
14. Net Value of Estate Subject to Tax (14) 8,352.39
NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
00
00
. 00
15. Amount of Line 14 at Spousal rate (15) • =
X
16. Amount of Line 14 taxable at Lineal/Class A rate (16) •00 X 045 . .00
17. Amount of Line 14 at Sibling rate (17) 1,300.00 X 12 156.00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 7 , 052.39 X 15 1 , 057.86
19. Principal Tax Due (19)= 1,213.86
~ nn vn~.~ra ~ .+.
DATE
NUMBER
+
INTEREST/PEN PAID [-)
AMOUNT PAID
02-10-2003 CD002146 36.84 700.00
06-30-2003 CD002754 .00 478.86
TOTAL TAX CREDIT 1,215.70
BALANCE OF TAX DUE 1.84CR
INTEREST AND PEN. .00
TOTAL DUE 1.84CR
^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class 8 (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE: To fulfill the requirements of Secticn 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF HILLS, AGENT
REFUND (CRI: A refund of a tax credit, which was not requested on the lax Return, may be requested by completing an °Application
for Refund of Pennsylvania Inheritance and Estate Tax^ (REV-1313). Applications are available at the Dffice
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-362-2050; services far taxpayers with special hearing and / or
speaking needs: 1-800-447-3020 (TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, ar assessment
of tax (including discount ar interest) as shown on this Notice must object within sixty f60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing tc: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 199b, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the sane manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 hear interest at the rate of
six (6%l percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20% .000548 1987 9% .000247 1999 7% .000192
1983 16% .000438 1988-1991 11% .000301 2000 8% .000219
1984 11% .000301 1992 9% .000247 2001 9% .000247
1985 13% .000356 1993-1994 7% .000192 2002 6% .000164
1986 10% .000274 1995-1998 9% .000247 2003 5% .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST 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 computaticn date shown on the
Notice, additional interest must be calculated.
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE
STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE A 6.12 FORM YEARLY UNTIL
COMPLETION.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: MARY E. TURNS
Date of Death: November 11, 2002
Will No. 21-02-1063 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:
1. State whether administration of the estate is complete:
Yes X 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 of interest?
Yes X No
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts
may be filed with the Clerk of the Orphans' Court and may be attached to this report.
Date: Au_mast 11, 2004 //
!
· ., John'n~. Roe, Esq.
-~ 2520 Doehne Road
Harrisburg, PA 17110
I?: ~;'c! ~'[ ~;~!J PO. 717/671-9870
Capacity: Personal Representative
:~ X Counsel for personal representative
RELEASE
KNOW ALL MEN BY THESE PRESENTS, that I, Donna K. Johnson of
Harrisburg, Dauphin County, Pennsylvania, the beneficiary of Mary E. Turns, deceased, late of
Camp Hill, Cumberland County, Pennsylvania, who died testate on November 11, 2002 and
whose Last Will and Testament dated July 20, 1995 was duly probated in the Office of the
Register of Wills of Cumberland County, Pennsylvania on December 2, 2002 and recorded to No.
02-1063, DO HEREBY:
1. Acknowledge the receipt of the sum of One Thousand Four Hundred
Seventy-seven and 82/100 Dollars ($1,477.82) which represents payment of the bequest in
paragraph No. 3. of said Will which provides as follows:
"3. "All the rest, residue and remainder of my estate, real, personal and mixed, of
whatsoever nature and wheresoever situate, of which I shall die seized and
possessed, or to which I shall be entitled at the time of my decease, I give, devise
and bequeath to my Niece, DONNA K. JOHNSON, Enola, Dauphin County,
Pennsylvania, per stirpes."
2. Release and forever discharge Donna K. Johnson, Executrix of the ESTATE
OF MARYE. TURNS, her heirs and assigns, and the Estate of Mary E. Turns, deceased, of the
aforesaid payment and of and from all actions, suits, payments, accounts, reckonings, claims and
demands whatsoever.
This instrument shall be legally binding upon the successors and assigns of Donna
K. Johnson.
~ IN WITNESS WHEREOF, I have hereunto set my hand and seal this //
dayof /...~,_~~-.~· ,2004.
WITNESS:
D-pop.~,
FIRST AND FINAL ACCOUNT
ESTATE OF MARY E. TURNS
ESTATE NO. 21-02-01063
SUMMA R Y
RECEIPTS $4,430. ! 3
Bequests In kind $4,910.00
Disbursemems:
Debts $1,182.45
Administrative Expenses $1,769.86
TOTAL DISBURSEMENTS $2.952.31
BALANCE ON HAND $1,477.82
Balance for Distribution
ESTATE OF MARY E. TURNS
RECEIPTS Principal/Income
is* Union Bank
Checking Account $820.40
Savings Account 2,295.68
Allfirst Bank
Checking Account 249.77
Household Goods (sold at auction) 780.00
Refund of funeral overpayment 189.28
Deposit 95.00
$4,430.13
1996 Chevrolet Beretta (in kind) $3,500.00
Antique Table (in kind) 1,300.00
Miscellaneous gifts (in kind) 110.00
$4,910.00
TOTAL RECEIPTS (Principal/Income) $4,430.13
DEBTS OF DECEDENT
CCS $44.37
Nationwide Insurance 79.73
Comcast (cable) 11.11
AT&T 3.15
Verizon (telephone) 33.62
Nationwide Insurance 79.73
Nationwide Insurance 79.74
.Shoops Cemetery (open grave for Eleanor Turns) 820.00
,Citizens Bank (bank charge) 31.00
$1,182.45
Administrative:
John A. Roe, Esq. (Probate fees) 56.00
Register of Wills (Inheritance Tax filing fee) 25.00
Register of Wills, Agent 700.00
Register of Wills, Agent 478.86
Attorney's fee 500.00
Informal Accounting recording fee 10.00
$1,769.86
TOTAL DEBT DISBURSEMENTS $2,952.31