HomeMy WebLinkAbout03-0359 PETITION
also known as
FOR PROBATE and GRANT OF LETTERS
.~ ~ L Deceased.
Soci.l Se,'uri;~' No. / c/b- Lq,- ?~ ! D
The petition of the undersigned respectfully represents that:
Your petitioner(s), ~xho is/are 18 years of
age or older an the execut
in the last wilt of the above decedent, dated ,~ff) / /
and codicil(s) dated
To:
Register of Wills for the
County of ~--~//.O//rq.W.4"/.z~'~q in the
Commonwealth of Pennsylvania
named
(state relevant circumstances, e.g. renunciation, d2h of executor, crc.)
.Decendent was domiciled at death in ~St'ft'v~e/'/6")--/Q tr.* County Pennsvivania with
h/~ last family or principal residence at [ g .~ t/~.. ~ '::;/9/'O9~ ~/, '
- - . .hq.. E c' h ~, .,p.. ; (' ~ O u f'a P,4 / ¢z2,¢,0 ' -~ r ' a .'
(7- 5list street, number and muncipality)
Decend t, then 7 ~ years of age, died
at / ',~f !_,~7 '.~ ~-7~ ' "
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:
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:
ct 3
/c3, o00, oo
WHEREFORE, petitioner(s) respectfully request(s) the prpbate of the last will and codicil(s)
presented herewith and the grant of letters
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ~ ~.,p_.~,~,~ f ss
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 ~/trulY adm~he~~law.
Sworn to or affirmed and subscribed ,-
befo¥,e me this _. a~"7',riZ) da5'' of ~ ""' _ ,, /'"x ,, ~, o~'
19-/,60 -~
Estate Of
DECREE OF PROBATE AND GRANT OF LETTERS
, Deceased
~i0,~L, in consideration of the petition on
AND NOW
the reverse side hereof, satisfactory proof havin~.been p. resented before me,
IT IS DECREED that the instrument(s) dated ---F-lPg[
described therein be admitted to probate and filed of record as the last will of
and Letters -~l-~-w v, r~x ~ ~'-r~,,~ t,
are hereby granted to ~9A~¢~-, ~-~?r~ ~x3n[el~..~
FEES
Probate, Letters, Etc ..........
o~r~_Certificates( ) ..........
nuncaauon ................
TOTAL
Filed~.¢ ~,J...&'q .... .~..~. ?.& ...........
ATTORNEY (Sup. Ct. i.D. No.)
ADDRESS
PHONE
This is to certify that the information here given is correctly copied from an original certificate of death dully filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
Local Registrar
,. Stanley B. Szczypta
... stc:~l mrker
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF OEATH
"male '- 195-- 12 --gill0
110 31 1924 I~ant
~, / / .~- ~, ....
8i1~ S~ing D 13 Silver Sprin- R~d
la~ ~n, fact=*ngl,,.
,. wi~
,,. John SzczvD~a
~.Sharon Walden
e.r..Eil c,,...,-- [] m,,,o~s,.,.[]
,white
13 Sil~ Spring Rd.
I~cs~g, PA 17050 '~) ,m.c~ ~1~ ~? ''L~ ~r~
l,,.Victor~a
~ 3 Sil~ Sprt~ Rd. t M~nics~g, PA 17050
~ .... ~=~ ' ~ ~ h- 0116~' - ~ ...... ~ ~ket Plaza- Way
Io% IR.-, I&l
LAST WILL AND TESTAMENT
BE IT REMEMBERED THAT
I, STANLEY B. SZCZYPTA, a resident of Cumberland County, Pennsylvania,
being of sound and disposing mind, memory and understanding, do make,
publish and declare this to be my LAST WILL AND TESTAMENT, hereby revoking
any and ail Wills and Codicils previously made by me.
I
I declare that I am not married, my beloved wife having predeceased me. I
have two (2) children, SHARON ANN WALDEN and MICHAEL S. SZCZYPTA.
II
I direct that ail my just debts and funerai expenses shail be paid from my
residuary estate as soon as practicable after my decease.
III
I direct that all taxes that may be assessed in consequence of my death, of
whatever nature and by whatever jurisdiction imposed, shail be paid from my
residuary estate as a part of the expense of the administration of my estate.
IV
I give, devise and bequeath my home aiong with its furniture and the entire
contents of the garage to my daughter, SHARON, per stirpes.
V
All the rest, residue and remainder of my property, whether reai or
personai, wherever situate, including any property over which I may have a power
of appointment, and specifically including all investments including checking and
savings accounts, I give, devise and bequeath to my son, MICHAEL, per stirpes.
VI
I nominate, constitute and appoint my daughter, SHARON ANN WALDEN,
and my son, MICHAEL S. SZCZYPTA, as Co-Executors of this LAST WILL, to
serve without bond. If either is unable or unwilling to so act, the other may
continue aione as Executor.
IN WITNESS WHEREOF, I, STANLEY B. SZCZYPTA, have set my hand to
this LAST WILL this/'- day of ',~t~,~!f , 2002.
Signed, sealed, published and declared by the above-named STANLEY B.
SZCZYPTA, as and for his Last Will and Testament, in the presence of us,-who, at
his request and in his presence, and in the presence of each other, ha/ve~hereunto
subscribed our names as witnesses. /
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA ·
SS.
COUNTY OF CUMBERLAND ·
I, STANLEY B. SZCZYPTA, Testator, whose name is signed to the attached
or foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my LAST WILL; that I
signed it as my free and voluntary act for the purposes therein expressed.
Sworn or affirmed to and acknowledged before me by STANLEY B. SZCZYPTA,
Testator, this /57- day of /~/D/J' / ,2002.
Notary Public
Notarial Seal ]
Diane M. Smith, Notary Public |
Mechanicsburl] Boro, Cumberland County!
My Commission Expires June 22, 2004~
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA ·
SS.
COUNTY OF CUMBERLAND ·
the ~tnesses whose nines ~e si~ed to the attdched or forego~g instrument,
being duly quEffied according to law, do depose ~d say that we were present
~d saw Testator si~ ~d execute the instrument as his LAST WILL, that
STANLEY B. SZCZY~A si~ed ~llingly ~d that he executed it as hisffree ~d
volunt~ act for the pu~oses therein expressed; that each of us in ~e he~ng
~d sight of the Testator si~ed the Will as ~tnesses; ~d that to t~est of our
~owledge, the Testator was at the time 18 ye~s of age or more~ ~sound mind
~d under no constrant or undue influence.
Sworn or affirmed to a~d acknowledged before me
this ]5~' day of /-}~r,'/ ,2002.
Notary Public
3 I Notarial Seal ]
Diane M. Smith, Notary Public
· Mechanicsbur9 Boro, Cumberland County[
My C~mmiss~on Expires June 22, 2004[
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 002680
WALDEN SHARON ANN
13 SILVER SPRING ROAD
MECHANICSBURG, PA 17050
........ fold
ESTATE INFORMATION: SSN: 195-12-9610
FILE NUMBER: 2103-0359
DECEDENT NAME: SZCZYPTA STANLEY B
DATE OF PAYMENT: 06/13/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 04/04/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 .')9,937.51
TOTAL AMOUNT PAID:
$9,937.51
REMARKS: SHARON ANN WALDEN
SEAL
CHECK# 00006865
INITIALS: JA
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
I-
Z
iii
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O
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r~
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 _ 03 0359
COUNTY CODE lC=AR N~BER
SOCIAL SECURITY NUMBER
195-12-9610
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Szczypta, Stanley B
04/04/03 10/31/24
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DO-YEAN)
{IFAPPLICABLE) SURVIVING SPOUSE'S NAME {LAST, FIRST, AND MIDDLE INITIAL)
[-~3. Remainder Return (date of death prio~ to 12-13~2)
~]5. Federal Estate Tax Return Required
8, Total Number of Safe Deposit Boxes
r'--] 11, Election to tax under Sec. 9113(A) (Attadl Sch O)
r~l. Original Return
[~4. Limited Estate
[~6. Decedent Died Testate (Atted~ c~y ~ wa)
[~9. Litigation Proceeds Received
NAME
Sharon Ann Walden
FIRM NAME ilf,N~le)
E~]2. Supplemental Retum
[-'""~ 4a, Future Interest Compromise Idate of deetfl aria' 12-12~2)
[~]7. Decedent Maintained a Living Trust (Attad~ copy CTrust)
[~t0. Spousal Poverty Credit (date of death belv~:~e~ 12-31-91 and 1-1-95)
TELEPHONE NUMBER
(717) 795-1115
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) (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)
13.
Charitable and Govemmental 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)
COMPLETE MAILING ADDRESS
13 Silver Spring Road
Mechanicsburg, PA 17050
L
244,832.08
12,392.12
232,439.96
0.00
151,000.~1~)C:'
0.~
0.®
93,832.0~
0.00
(8)
12,281.64
110.48
(11)
(12)
(13)
232,439.96
14.
232,439.96
(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)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19, Tax Due
0.00
10,459.80
0.00
0.00
10,459.80
x ,0_ (15)
x .0 4~5 (16)
x .12 (17)
x .15 (18)
(19)
20. [] ~II:~III~I:~:II~I~i~:~:~I:I:~I'~[e/-`~:~]I:1~v~I~I~Y~''4q~I
Decedent's Complete Address:
STREET ADDRESS
13 Silver Spring Road
CITY ....
MecnanlcsDurg
I STATEpA
IziP 17050
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit 0.00
B. Pdor Payments O.00
C. Discounl 522.29
Interest/Penalty if applicable
D. Interest
E. Penalty
(1)
Total Credits ( A + B + C ) (2)
Total Interest/Penalty ( D + E ) (3)
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)
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)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
10,459.80
522.29
0.00
0.00
9,937.51
0.00
9,937.51
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? ...................................................................... [] []
2. If death occurred after December 12, 1982, did decedent transfer properly within one year of death
without receiving adequate consideration? .............................................................................................................. [] []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under ~enalties of perjury, I declare that I have examined this return, including accornpaDY~g schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of praparar Other than the personal representative is based on all inforrnati~,,~which preparer has an,y.,knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ,~,/f~ ~'~ .,~/,~ ~',/~~_-~¢~ DATE
_ r',--,~ ,,~..,.,,.-,, ,',~ u.J.l~_.-,..,,~.,,,~,.~,.~/
$1GNATURE OF PREPARER OTHER THAN REPRESENTATIVE ~,c,,'~--'/ ,"v'v,v~l
DATE
ADDRESS
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 if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child 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 benefidaries 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 decedenrs 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.
REV-1502 EX',' (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
Stanley B Szczypta 21-03-0359
All real prope~ owned solely ar as a tenant in eommen must be repar~d at f~ir market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disaloead on Sahedule F
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
151,000.00
Real Estate located at 13 Silver Spring Road, Mechanicsburg, PA 17050
Qualified Fair Market Appraisal attatched
TOTAL (Also enter on line 1, Recapitulation) $ 151,000.00
(if more space is needed, insert additional sheets of the same size)
REV-1506 EX+ (6-96)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Stanley B Szczypta 21-03-0359
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Sohedule F
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
Members 1st Federal Credit Union
Household Goods are all old and of little or not value
1986 Chevrolet Cavilier car is in poor condition
1993 Chevrolet Caprice car has mechanical problems and is in need of repair before
attempting to drive
$93,432.08
$400.00
0.00
0.00
TOTAL (Also enter on line 5, Recapitulation) $ 93,832.08
(If more space is needed, insert addi~onal sheets of the same s~ze)
REV-1511 EX+ (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Stanley B Szczypta
FILE NUMBER
21-03-0359
Debts of decedent m~st be reported on S~hedule 1.
ITEM
NUMBER DESCRIPTION
2.
3.
4.
5.
6.
7.
8o
FUNERAL EXPENSES:
Opening of Grave Gate of Heaven Cemeta~j Ck 1579 Sharon Walden
Funeral Malpezzi Funeral Home
Reception following funeral (Food & Drinks)
Suit for Decedent
ADMINISTRATIVE COSTS:
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:
Attorney Fees
Family Exemption: (if decedenrs address is not the same as claimant's, attach explanation)
Claimant Sharon Ann Walden
Street Address 13 Silver Spdng Road
city Mechanicsburg
Relationship of Claimant to Decedent
Probate Fees
Accountanrs Fees
Tax Return Preparer's Fees
Qualified Assement of Real Estate
Paid to Leon D, Gerlach, Appraiser
Ck 1629 Sharon Walden
Deed Praperation and Recording
Paid to Murrell R Walters III Ck 1633
Daughter
State PA Zip 17050
AMOUNT
$675.00
$6,786.14
$310.00
$279.00
3,500.00
263.00
0.00
50.00
300.00
118.50
TOTAL (Also enter on line 9, Recapitulation) $ 12,281.64
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
Stanley B Szczypta 21-03-0359
Include unralmbureed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
Andrews and Patel Uncologist
Paid Ck 1576 Sharon Walden
Verizon Phone Bill
Paid Cks 1577 & 1625 Sharon Walden
PA Gl Consultants PC
Gastro Doctor
Paid Ck 1624 Sharon Walden
Neurology Center, P.C.
Paid Ck 1630 Sharon Walden
$16.56
$20.86
$31.54
$41.52
TOTAL (Also enter on line 10, Recapitulation) $ 110.48
(If more space is needed, insert additional sheets of the same size)
REV*1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
Stanley B Szczypta 21-03-0359
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s} OF ESTATE
!
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
Sharon Ann Walden
13 Silver Spring Road
Mechanicsburg, PA 17050
Michael S Szczypta
1209 Minnich Road
Mechanicsburg, PA 17055
Daughter
Son
Real Estate with
Furniture and
contents of garage
Cheking and Savings
accounts and two
automobiles
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 II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
0.00
(If more space is needed, insert additional sheets of the same size)
IMPORTANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE
ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE.
Whether you will receive any money or property will be deter-
mined wholly or partly by the decedent's will. If the decedent
died without a will, whether you will receive any money or prop-
erty will be determined by the intestacy laws of Pennsylvania.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA
In re Estate of ,.~7-/~-)~'C/ .~ ~,/~C/q~ I~t ,f-)T'/~ ,deceased,
Estate No. '~ ~-'~(~ '-~
(Name and Address)
1
Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below.
The Decedent ,~'7/~p'-')/-- ~ L// ~ :~d-~- VP :/4 , died on the /-//7~/P)
day of /d~tO~[L~ ,~) .~ at ~L~~/L)/:) County,
Pennsylvania.
The Decedent died testate (with a Will); or
The Decedent died intestate (without a Will).
The personal representative of the Decedent is
(name, address and telephone number).
Zc3: £ cl[ t Nfl['
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: '5 T/5~ A-}/-~ ~-/? ~ S ~ ,J~ ¥ to ?'~
Date of Death: A P/~ / ~ ~)/-/! o~ ~} 0 ~
WillNo. ~3~ (-f~'3~Jq Admin. mo. 2/' 0~.~ ' 03~'-q
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 :
Name
Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Signature
Name
Address
/..¢
..... ~, · ~. ...... : ::n-,,-~,
apac~ty: Personal Representative
__.Counsel for personal representative
/203-0
If the Decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland County, 1
Courthouse Square, Carlisle, Pa. 17013. Phone No. 717-240-6345
If the Decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the
Register of Wills of Cumberland County, 1 Courthouse Square, Carlisle, Pa. 17013. Phone No. 717-240-6345
A copy of the Will or Petition may be obtained by contacting the Register of WiJJ~, and paying the charges for duplication.
Date: Signature: ~qT~ ~ '/d~ ·
Name (print)
Telephone (~/
Capacity: Personal Representative
Counsel for personal representative
ZG:~d fit NFl? ,CO.
BUREAU OF INDIVIDUAL TAXES
TNHERZTANCE TAX DZVTSTON
DEPT. 280601
HARRTSBURG, PA 17118-0601
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRA/SEHENT, ALLO#ANCE OR DISALLO#ANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
SHARON ANN WALDEN
15 SILVER SPRING RD
HECHANICSBUR$
F!~c~ ~ DATE 07-28-2005
?ii. ESTATE OF SZCZYPTA
DATE OF DEATH 04-04-2005
FILE NUHBER 21 03-0359
JUL 28 COUNTY CUNBERLAND
ACN 101
PA 17 Q..50
Amoun'l: Remitted
REV-I~7 EX AFP (01-05)
STANLEY
HAKE CHECK PAYABLE AND RENIT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF SZCZYPTA STANLEY B FILE NO. 21 05-0559 ACN 101 DATE 07-28-2003
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks end Bonds (Schedule B) (2)
~. ClosaZy Held S~ock/Partnership Interest (Schedule C) ($)
q. Nortgages/Notes Receivable (Schedule D) (q)
5. Cash/Bank Daposlts/Hisc. Personal Property (Schedule E) (5)
6. Jointly O~ned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Funeral Expenses/Ada. Cos~s/Nisc. Expenses (Schedule H) (9)
10. Dabts/Nortgaga Liabilities/Liens (SchaduZe I) (10)
11. TotaZ Deductions
12. Net Value of Tax Return
151~000.00
.00
.00
.00
93~,852.08
.00
.00
(8)
12,281.64
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1S.
NOTE:
ASSESSHENT OF TAX: 16. Amount of L/ne 1~ et Spousal rate
16. Amount of LAne 1~ taxable et LineaL/Class A rata
17. Aaount of Line 1~ at Sibling rata
18. Amount of Line 1~ ~axable et Colla~caral/Class B rate
19. Principal Tax Due
244,832.08
TAX CREDITS:
PAYHENT
DATE
110.48
(11)
(12) 252,459.96
06-15-2005
Char/table/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15)
Nat Value of Estate Subject to Tax (1~)
If an assessment ~as issued previously, 11nes 1~, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to date.
INTEREST/PEN PAID (-)
.00
252,459.96
18 and 19 will
IF PA/D AFTER DATE INDICATED, SEE REVERSE
FOR CALCULAT/ON OF ADDITIONAL /NTEREST.
9,957.51
CD00E-,?$G
TOTAL TAX CREDIT 10,460.50
BALANCE OF TAX DUEI .7OCR
INTEREST AND PEN. I .00
TOTAL DUE I .7OCR
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE S/DE OF THIS FORN FOR INSTRUCT/ONS.)
RECE/PT'
NUNBER
522.99
ANOUNT PAID
(~) .00 x O0 = .00
(16) 252,459.96 x 045= 10,459.80
(17) .00 X 12 = .00
(18) .00 x 15 : .00
(19)= 10,459.80
RESERVATION:
Estates of decedents dying on or before December 12, 1981 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
PAYHENT:
REFUND (CR):
OBJECTIONS:
ADHIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section Il40 of the Inheritance and Estate Tax Act, Act Z$ of 2000. (71 P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of #111s printed on the reverse side.
--Hake check or money order payable to: REGISTER OF RILLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for ReRmd of Pennsylvania Inheritance and Estate Tax" (REV-IS1:5). Applications are available at the Office
of the Register of Rills, any of the Z:5 Revenue District Offices, or by calling the special Z4-hour
answering service for fores ordering: 1-800-:561-2050; services for taxpayers aith special hearing and ! or
speaking needs: 1-800-447-:5020 (TT only).
Any party in interest not satisfied eith the appraiseeent, allowance, ar disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. ZBIO21, Harrisburg, PA 17118-1011, 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 ariting to: PA Department of Revenue,
Bureau of Individual Taxas~ ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17118-0601
Phone (717) 787-6505. Sea page S of the booklet "Instructions far Inheritance Tax Return far a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (:5) calendar months after tho decedent's death, a five percent (57.) discount of
the tax paid is allowed.
The 151 tax amnesty non-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 and of the tax amnesty period. This non-participation
penalty is appealable in the sase 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 one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1981 bear interest at the rate of
six (6X) 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 1981 through Z003 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Yea.~r Rate Factor Yea.~r Rate Factor
1981 ZOZ .000548 1987 97. . O00247 1999 71 . O00IgZ
198:5 161 .000438 1988-1991 111 .000:501 2000 81 .OOOZ19
1984 117. . O00:501 1991 91 .000147 2001 97. .000247
1985 13Z .000:556 199:5-1994 72 .O00lgZ ZOO2 6Z .000164
1986 101 .000274 1995-1998 91 .000247 Z00:5 5Z .0001:57
--Interest is calculated as follows:
ZNTEREST= BALANCE OF TAX UNPAID X NUNBER OF DAYS DEL/NI~UENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the data cf the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must ba calculated.
BUREAU OF INDIVTDUAL TAXES
/NHER/TANCE TAX D/VISION
DEPT. 280601
HARRISBURG., PA 17128-0601
SHARON ANN WALDEN
15 SILVER SPRING RD
HECHANICSBURG PA 17050
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
ZNHERZTANCE TAX
STATEHENT OF ACCOUNT
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
REV-'E&07 EX AFP
09-22-2005
SZCZYPTA STANLEY B
04-0~-2005
21 03-0359
COUNTY CUHBERLAND
ACN 101
Amoun~ Remi~ed I
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF WILLS
CUNBERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To insure proper credi~ ~o your account, submi~ ~he upper pore/on of ~:his for. wi~:h your ~ex paymen~:.
CUT ALONG THIS LINE ~* RETAIN LOWER PORTION FOR YOUR RECORDS *~
REV-1607 EX AFP (01-03) #~ INHERITANCE TAX STATEHENT OF ACCOUNT ~
ESTATE OF SZCZYPTA STANLEY B FILE NO. 21 05-0559 ACN 101 DATE 09-Z2-Z005
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHO#N BELO#
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSNENT OR RECORD ADJUSTHENT: 07-28-2005
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYHENTS (TAX CREDITS):
10,~59.80
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER /NTEREST/PEN PAID (-) AMOUNT PAID
06-13-Z005 CDOOZ680 522.99 9,937.51
IF PAID AFTER TH/S DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
TOTAL TAX CREDIT
10,~60.50
.7OCR
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
BALANCE OF TAX DUE
INTEREST AND PEN. .00
TOTAL DUE .7OCR
PAYNENT:
Detach the top portion of this Notice and submit with your payment made payable to the name and address
printed on the reverse side.
-- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT.
-- If NON-RES/DENT DECEDENT make check or money order payable to: COHHONWEALTH OF PENNSYLVANIA.
REFUND (CR): 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-1513). Applications ara available at
tho Office of the Register of Hills, any of tho Z3 Revenue District Offices or from the Department's Z4-hour
answering service for fores ordering: 1-800-36Z-Z050; services for taxpayers aith special hearing and / or
speaking needs: 1-800-447-30Z0 (TT only).
REPLY TO:
guastions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Past Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601, phone
(717) 787-6505.
DISCOUNT:
If any tax due is paid within three (3) calendar months after the decedant's death, a five percent (SX) discount
of the tax paid is allowed.
PENALTY:
The ISZ tax amnesty non-participation penalty is computed on the total of tho tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period.
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 l, 1982 bear interest at the rate of
six (SI) percent per annum calculated at a daily rate of .000164. Al1 taxes which became delinquent on and after
January 1, 198Z will bear interest at a rate ahich 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 ZOO3 ara:
Interest Daily Interest Daily Interest
Year Rate Factor Year Rate Factor Year~ Rate
Daily
Factor
198Z ZOZ .00054B 1987 9Z .000Z47 1999 7Z .00019Z
1983 16Z .O00q38 1988-1991 11Z .O00SOZ ZOO0 8X .OOOZ19
1984 llZ .000301 X99Z 9X .OOOZ47 ZOOX 9Z .000Z47
1985 132 .000356 1993-1994 7Z .00019Z ZOOZ 62 .000164
1986 lOX .000274 1995-1998 9Z .000Z47 2003 5Z .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAZEY INTEREST FACTOR
--Any Notice issued after tho 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 shown on the
Notice, additional interest must be calculated.
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/03/2005
WALDEN SHARON ANN
13 SILVER SPRING ROAD
MECHANICSBURG, PA 17050
RE: Estate of SZCZYPTA STANLEY B
File Number: 2003-00359
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:
4/04/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~~
REGISTER OF WILLS
cc: File
Counsel
Judge
u^
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
<::.., -r fI N U:- Y B 5 ;z.c.:z. Y PT A
Date of Death:
I1PRI\- If, "2..003
Estate No.:
2.00~ _003'5'1
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 .~ 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 0 No ~
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.
Date: l.f- 1- 2.00"5
~~kf/ ~
Signature J ~
M \ c...l-\ f1, t.L S $-z.C;z.'1"PTA
Name
('.~")
\'2..0 q JV\ INN\C..t/ f?.D 'ff\tolA"-ll0.13VtU--?fJ no 5 5
I
Address
(I, (pcn~'Z-o,st
Telephone No.
Capacity: I&i Personal Representative
o Counsel for personal representative
(J