HomeMy WebLinkAbout03-1075PETITION FOR PROBATE and GRANT OF LETTERS
also known as To:
Deceased.
Social Security No. } ~,G'~ 0 ? - -~ ~)~.~
Register of Wills for the .
County of
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age. or older an the execut ow
in the last will of the above decedent, dated ,,4 ~"4 ~' C3
and codicil(s) dated
in the
named
,19~6
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in ~'?~Ja.~l,-~ County, Pennsylvania, with
h e..¢- last family or principal residence at
v , -- : (list street, number and muncipality)
Decendent, then 0°( years of age,,died /V~_ ,~,.~. . , ,4~-, ~o&.~,
Except as follows, decedent did ~ot marry, was not divorced and d~d not have a child b6rn or adoptea
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:
$
$
$ [00,o0o
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters 7c.a~¢'/--z'-~ao~'~
(testamentary; ac(ministration c.t.a.; administration d.b.n.c.t.a.)
theron.
....... /. -
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~
COUNTY or Q~_z~.~'-¢.---~ d _ 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 anti truly administer the estate according to law.
Sworn to or affirmed and subscribed r ~~-t~~ ~.
b~ore me this ~~ ~ of~ ~ ~
....
No.
Estate Of Cr'~C-~e_.-~- ~. ['Y3~.r~.~.¼,~ , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW
~ in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated
described therein be admitted to probate and filed of record as the last will of
and Letters ~~-v--'" ~v(~--t-~ gui
are hereby granted to [_.~ ~. g ta F_/-C~ ~ 1.
FEES
Probate, Letters, Etc ..........
Short Certificates( ) .......... $ ~.~o
nunc~auon ................ $
~ $
· ~ TOTAL
Filed ,. ~ ~ .... ~ ~.~. .......
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
(each) a subscribing witness to the
law, depose(s) and say(s) that
codicil
will presented herewith, (each) being duly qualified according to
present and saw
the testat
request of testat~
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this day of
19
, sign the same and that signed as a witness at the
in h presence and (in the presence of each other) (in the presence of the
Register
(Name)
(Address)
(Name)
(Address)
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber hereto, (each) being duly qualified according t9 law, depose(s) and say(s) that
familiar with the signature of/']/7,4~6',47~7- k'~-_..~_7f/~iNgT_~,4~
codicil
testat__ of (one of the subscribing witnesses to) the ~ presented herewith and
that believes the signature on the ~is in the handwriting of
~~:~d s::,c~.~tO the best of __{.'~ !f knowledge and belief./._~0::/'
~ (Name)
(Address)
his is to certify that the information here given is correctly copied from an original certificate of death duly 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
P 9 SllOg
No.
Nov' $ 2003
Date
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS
CERTIFICATE OF DEATH
,. Margaret E. Manahan ,Female1,. 195 -- 07 -- 0763I"~e~r.~.~.__
ct.2, rrisbur~,PA E~o~,~ ..... []
Dauphin ~.~wer Paxton ~. ~munity General Osteopathicuo~ni -
- t~] . [m. ~ite
DECEDEm'SUSU~CUP"~IKIN~BUSINES~INDUSTRY~~s~CEDENTEVERINH~akOrI Self Ya~ ~ El--enlaql~ond~ECEOEflYS EO~T'O. ~ UARITAL STEUS..e,~ [. C~
,,.. . ,,,. . ,,. j,. ~om 12 ~ "'~" ,,Widowed
5038
Erbs
Road
~ .~m~en
Mechanics~rg, PA 17050 ......
- ,, Bessie Funk
',.. Kathleen~.L. ~nahan, ~6 Waterford Road~ H~onton~ N3. 08037
~,~ ~s~ / ~lNovem~ 9~ onn~ ~"~'~st
[260
Herr
Street
~'.. / /,x & I,,,. '~' .... ~rrisburg ~meter~
~..~~/ (~ 3~ 3 ' J,,, FD 138182 ~9~yer Funeral 133~ m.zna ~reet
H~e, Inc. Harris~rg,Pa. 17102
~,. · .............................................................................. ~
LAST WILL AND TESTAMENT
OF
MARGARET E. MANAHAN
I, MARGARET E. MANAHAN, of 5038 Erbs Bridge Road,
Hampden Towship, Cumberland County, Pennsylvania being of
sound mind and body declare this to be my Last Will and Testa-
ment and revoke any and all Wills and Codicils previously made
by me.
ITEM I: I hereby direct that all of my just debts,
funeral expenses, all administration expenses including inheri-
tance tax shall be paid from the assets of my estate as soon
as practicable after my decease.
ITEM II: I hereby direct that either my daughter,
Kathleen L. Manahan of 803 D. Cedar Street, Riverton, New
Jersey, or my son, Robert E. Manahan, of 5038 Erbs Bridge Road,
Hampden Township, Pennsylvania may reside in my home at 5038
Erbs Bridge Road, Hampden Township, Pennsylvania after my
death until they can locate a new residence.
ITEM III: I direct that when my children have
located new residences, that all of my children, Kathleen L.
Manahan, Robert E. Manahan, and Don E. Manahan, of 6911 Petit
Street, San Diego, California shall have a right to choose
and retain any of the personal property in the real estate at
5038 Erbs Bridge Road, Hampden Township, Pennsylvania if they
so desire.
ITEM IV: I direct that if either of my children
should reside in the real estate after my death, that child
shall be responsible to pay all taxes, municipal assessments,
fire insurance premiums and maintain the property in good
condition. Further, that child residing in the real estate
may use the furnishings contained therein until a new residence
is located.
ITEM V: I direct that all the rest,residue and
remainder of my estate, including the real estate and personal
property, wheresoever situate and in whatsoever name, shall be
sold and the net proceeds shall be divided among my children,
Kathleen L. Manahan, Robert E. Manahan, and Don E. Manahan,
share and share alike, one-third each.
ITEM VI: In the event one of my children should
predecease me or we die in a common disaster, I direct that
their share of my estate shall be divided equally between my
surviving children.
ITEM VII: I hereby nominate, constitute and appoint
my nephew, Larry E. Fritz, of 1305 Lambs Gap Road, Mechanicsburg,
Pennsylvania 17055 as Executor of my estate.
ITEM VIII: I direct that my Executor shall not be
required to give bond for the faithful performance of his duties
in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this 3rd day of August, 1986.
/ ~[~6~~ ~ , z I~L~7~SEAL)
M'arga~t E. Manahan '
The preceding instrument consisting of this and two (2) other
typewritten pages was on the date hereof signed,published and de-
clared by Margaret E. Manahan, the Testatrix herein named to be
her Last Will and Testament, in the presence of us, who at her
request, and in the presence of each other, have hereunto set
our names as witnesses hereto.
residing
residing
LAST WILL
MARGARET
AND TESTAMENT
OF
E. MANAHAN
ATTORNEYS AT LAW
EXECUTIVE HOUSE
SUITE #1
101 SOUTH SECOND STREET
HARRISBURG, PENNSYLVANIA 17101
Name of Decedent:
Date of Death:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
/
Will No.
Admin. No. ~x[-03--l/c07,~
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) qf the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on .//~]& ~ ~O~ ~ 00 C/ .
Name Address
Notice has now been give.n to all persons entitled thereto under Rule 5.6(a) except
Date:
Signature
Address //,~O~O~"'- ~~,7
Telephone(7/-) ?_~g' ~
Capacity: ~Personal Representative
Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 '7128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
CD
REV-1162 EX(11-96)
0O4293
FRITZ LARRY E
1305 LAMBS GAP ROAD
MECHANICSBURG, PA 17050
........ fold
ESTATE INFORMATION: SSN: 195-07-0763
FILE NUMBER: 2103-1075
DECEDENT NAME: MANAHAN MARGARET E
)ATE OF PAYMENT: 08/20/2004
POSTMARK DATE: 08/1 8/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 1 1/22/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $15,938.78
TOTAL AMOUNT PAID:
$15,938.78
REMARKS' PD CK M MANAHAN ESTATE/
LARRY E FRITZ, EXEC
SEAL
CHECK//1016
INITIALS: GFS
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
j R E V- 1 5 0 0
~ PENNSYLVANIA
.ih~~~kl, DEPARTMENT OF REVENUE
F~~ DEPT. 280601 INHERITANCE TAX RETURN .LE.U..ER
~~RRISBURG, PA 17128-~01 RESIDENT DECEDENT
DECEDENT'S NAME (~ST, FIRST, AND MIDOLE INITIAL)' ~ S~IAL sEcuRI~ NUMBER '
(IF~PUCABLE~ SURVIVING SPOU~;S ~ (~ST, ~ ~LE INITIAL) ..... ' S~IAL SECURIW NUMBER
6. ~nt D~d Te~te (~m ~ ~ ~) ~ 7. ~nt ~in~in~ a Livi~ Trust 1~ ~ ~ T~) 8. To~ Numar of ~fe ~ Boxes
~ 9. U~a~ P~ds R~iv~ ~ 10. S~I Povedy Cr~ (a~ ~ ~ ~ um~ ~ M.~) ~ 11. Elec~n to ax un~r ~. 9113(A) (A~ s~ O)
TH~ SECTION ~T BE CO~L~D. ALL C~RESP~DENCE ~D CO~IDEN~L T~ ~F~A~ 8~ULD ~ ~RE~ED TO:
NAME /~.~ ~ COMPLETE MAILING ADDRESS
2. St~s and ~ds (~edule B) (2) . ~; , .
3. CI~ He~ C~on, P~m~p or ~Pm~et~hip (3) ~~
4. Mo~s & No~s R~tv~e (~dule D) (4)
5. C~h, ~ D~a~ & Mi~,an~s P~nal ~ (5) / ~. / 7~.
(~ule E) -
~ ~mte Billi~ Req~sted -
7. Int~-~ T~s~m & ~s N~m~te Pmm~ (7) ~ ~
(~ ~ ~ L)
8. T~I ~s Asse~ (to~l Lines 1-7) (8)
~o, ~.of~.~,Mo~.Liaa~,&u..(~u~.,) (~o) ' / ~,
13. Chad~le and Govem~ntal ~u~S~ 9113 Trusts fm ~ an e~n to ~x has not b~n (13)
m~e (~u~ J)
SEE IN~R~S ON R~RSE 8~E F~ APPLICABLE
15. ~nt of Line 14 ~ at ~e s~l t~
rote, ~ transits u~er ~. 9116 (a)(12) x .0 (15)
17. ~ou~l of Li~ 14 ~b~ at ~ ~te x .12 (1~)
18. ~nt of Li~ 14 t~ble at dlateml rote x ,15 (18)
) > BE SURE TO AN~R ~L ~E~S oN R~RSE S~ ~D RECHECK MATH < <
Decedent's Complete Address:
Tax Payments and Credits:
1. ~x Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Pdor Payments
C. Discount
Interest/Penalty if applicable
D. Interest
E. Penalty
(1)
Total Credits ( A + B + C ) (2)
Total Interest/Penalty ( D + E )
If Line 2 is greater than Line 1 + Line 3, enter the difference, This is the OVERPAYMENT,
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(3)
(4)
(5)
(5A)
(3)
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A, This is the BALANCE DUE,
Make Check Payable to: REGISTER OF WILLS, AGENT
I,
,P caz.. ?&
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 properly transferred or its income; ............................................ [] ~
c. retain a reversionary interest; or .......................................................................................................................... [] []
d. receive the promise for life of either payments, benefits or cam? ...................................................................... [] []
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 bene~ary 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.
SIGNATURE~F PERSON RES~.LN/~SIB FOZ Fl IN RETURN
^OO ES_S ,-- t' .
SIGNORE OF PREPARER O~ER ~ REPRESENTATIVE ~ DA~
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 RS. 89116 (a) (1.1) (i)].
For dates of death on or after January t, 1995, the tax rote imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 RS. {}9116 (a) (1.1) (ii)].
The statute does not exemot 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 baner~ary.
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 steppamnt of the child is 0% [72 RS. {9116(a)(1.2)].
The tax rate imposed on the net value of transfers t(~ or for the use of the decadent's lineal beneficiaries is 4.5%, except as noted in 72 RS. 89116(1.2) [72 RS. §9116(a)(1)].
The talc rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 RS. {9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common wifh the decedent, whether by blood or adoption.
REV-1502EX - (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF . ,--- . FILE NUMBER
////,~,~( e... b~~ ~,/-o3- o/o?~
All real prepert~'owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which properly 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 disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
~ / -~o~ ooo,oo
TOTAL (Also enter on line 1, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
REV-l, 503 EX+ (6-98~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1,
TOTAL (ALSO enter on line 2, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
,qo"2, o
-?,793, Ao
J, qq/. 90
REV-1508 EX + (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
include the proceeds of litigation and the date ~e premeds were r~ived by ~e es~te. All prope~ joint¥o~ed ~h the right of su~o~hip must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
TOTAL (Aisc enter on line 5, Recapitulation)
// oo
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF/L/~
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
I-o -olo
If an asset was/made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT deed for joinfiy-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
TOTAL (Also enter on line 6, Recapitulation) $ / / q ~0 o2'--y
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX + (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
FILE NUMBER
This schedule must be completed and filed if the answer to any of ques~ons 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY % OF
ITEM INCLUDE THE NAMEOETHETRANSFEREE, THEIR RELATIONSHIPTODECEDENTANDTHE DATE OF TRANSFER DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
ATTACH A COPY OF THE DEED FOR REAL ESTATE.
NUMBER VALUE OF ASSET INTEREST ilF APPUCABLE)
TOTAL (Also enter on line 7, Recapitulation) $ -- O ~
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Debts of decedent must be reported on Schedule I.
FILE NUMBER
.¢.1- ~-olo7~'-
ITEM
NUMBER DESCRIPTION AMOUNT
B.
1.
5.
6.
7.
FUNERAL EXPENSES:
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) ~,
Social Security Number(s)/ElN Number of Personal Representative(s)
Street Address /..~0~~-- ~--?'5z./~ ~
/
City A4..~2.~'~u~.4~.:~__~_/,/.t,~CJ State /A Zip /-"~0~,'"--~
/
Year(s) Commission Paid:
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant //~¢~,~;,.--"Lf''- ~'"o .~~
State ~ Zip
Relationship of Claimant to Decedent ~
Probate Fees
Accountant's Fees H ,~.-.~,-
Tax Return Preparer's Fees
TOTAL (Also enter on line 9, Recapitulation)
"2oo, 0 o
~'-'-qo,oo
2.,5--?, o o
~, O0
//., ?¢/, q;
(If more space is needed, insert additional sheets of the same size)
I/.
~ qOo,Oo
l,gZToo
Io.oo
1, 70o, oo
3W,oo
/oz'~ o o
z'~ ooo,oo
lc/oP.
/~ ~z-'q, oo
/
DEBTS OF DECEDENT,
RESIDE~ ~CEDENT , , , ,
.--
'ESTA~ OF FI~ HUMBER
Re~ d~ incu~ ~ t~ ~nt ~i~ to ~ ~h ~in~ un~M as of the d~ M d~, ~luding unmim~ ~i~l ex.rises.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
TOTAL (Also enter on line 10, Recapitulation) $ / ~7/..~,'7 ~
(If mom 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 O,~,~?, ~'~
NUMBER
!
1.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
FILE NUMBER
~1- ~ ~ ~ 0/o7~~-
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
, tV J o o gq-
II
AMOUNT OR SHARE
OF ESTATE
TOTAL OF PART [I - 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)
CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
NON-TAXABLE DISTRIBUTIONS:
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17128-0601
COMMONNEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRA/SEMENT, ALLO#ANCE OR DZSALLONANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-lS4? EX AFP (09-04)
LARRY E FRt~Z
1505 LAMBS ~P RD
MECHANICSB~G
DATE 11-15-200q
ESTATE OF MANAHAN MARGARET E
DATE OF DEATH 11-22-2005
FILE NUMBER 21 05-1075
COUNTY CUMBERLAND
ACN 101
Amoun~ Remitted I
PA 17050
,-- MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
ilii~ REeISTER OF WILLS
" CUMBERLAND CO COURT HOUSE
CARLISLE, PA 1701:5
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~
REV-15q7 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR
DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MANAHAN MARGARET E FILE NO. 21 0:5-1075 ACN 101 DATE 11-15-200q
TAX RETURN NAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
;~. Stocks and Bonds (Schedule B) (2)
$. Closely Held Stock/Partnership Tntarast (Schedule C) ($)
q. Mortgages/Notes Receivable (Schedule D) (q)
$. Cash/Bank Deposi:~s/Misc. Personal Property (Schedule E)
6. Jo/ntly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Cos~:s/M/sc. Expanses (Schedule H) (9)
10. Debts/Mortgage L/ab/li~c/as/L/ens (Schedule I) (10)
11. To,al Deductions
12. Ne~ Value of Tax Return
170zO00.O0
200;565.:59
.00
.00
1:5z176.57
lz196.5~
16z092.15
(8)
:50,599.6:5
NOTE: To /nsure proper
cred/t to your account,
sube/~ ~he upper portion
of ~h/s fora w/~h your
~ax payeen~.
15.
lq.
NOTE:
ASSESSMENT OF TAX: 15. Amoun~ of L/ne lq at Spousal ra~e
16. Amoun'l: of L/ne lq taxable a~ Lineal~Class A rate
17. Amount: of L/ne lq a~ S/bl/ng rata
18. Amount of L/ne lq ~axabla at Collateral/Class B rate
qO1,0:50.65
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
REVERSE SIDE OF THIS FORM
(].s) .00 x O0 = .00
(].6) :570,287.$0 x Oq5= 16,662.9:5
(].7) . O0 x 12 = . O0
(z8) .00 x 15 = .00
(].9)= 16,662.9:5
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT
DATE
08-18-200q
NUMBER
CDOOq29:5
D/SCOUNT (+)
INTEREST/PEN PAID (-)
.00
INTEREST IS CHARGED THROUGH 11-~0-200q
AT THE RATES APPLICABLE AS OUTLINED ON THE
AHOUNT PAID
15,9:58.78
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
15,9:58.78
72fi.15
7.97
7:52.12
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A 'CRED[T' (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE S/DE OF TH/S FORM FOR INSTRUCTIONS.)
Char/~abla/govarnmental Bequests; Non-elected 911:3 Trusts (Schedule J) (1:3) . O0
Ne~ Va].ua of Estate Sub,~ect ~:o Tax (1~) :570,287.:50
Zf an assessment ~as issued previously, lines 1~, 15 and/or 16, 17, 18 and 19 ~111
reflect figures that include the total of ALL returns assessed to date.
(~1) 30.7~3.35
(12) :570,287.50
RESERVATZON:
PURPOSE OF
NOTICE:
PAYHENT:
REFUND (CR):
OBJECTIONS:
ADNIN-
ISTRATIVE
CORRECTZONS:
DZSCOUNT:
PENALTY:
INTEREST:
Estates cf decedents dying on er before December Il, 198Z -- [f any future interest [n the estate is transferred
[n possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Comaonaeelth hereby expressly reserves the right to appraise and assess transfer Inheritance Texas
at the laNful Class S (collateral) rate on any such future [ntarast.
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (7Z P.S.
Sect[on 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Rills printed on the reverse side.
--Hake check or money order payable to: REGZSTER OF #ZLLSj AGENT
A refund of a tax credit, Nhich 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 are available
online at NwN.revenue.statm.na.us, any Register of Wills or Revenue District Office, or from the Department's
[4-hour answering service for forms orders: l-BOO-56[-[050; services for taxpayers NJth special hearing and/or
speaking needs: 1-800-447-30Z0 (TT only).
Any party in interest nat satisfied N[th the appra[sment, allowance or d[salloNance of deductions or assessment of tax
(including discount or interest) as shorn on this Not[ce may object N[thin 60 days of the date of race[pt of this notice
by filing one of the following:
A) Protest to the PA Department of Revenue, Board of Appeals. You may object by filing e protest online at
wNN.boardofappeals.statm.pa.us on or before the expiration of the sixty-day appeal period. In order for
an electronic protest to bm valid, you must receive a confirmation number and processed date from the
Board of Appeals webs[ta. You amy also send a Nr[ttan protest to PA Department of Revenue, Board of Appeals
P.O. Box 281021, Harrisburg, PA 171Z8-1021. Petitions may not be foxed.
B) Election to have the matter determined at the audit of the account of the personal representative.
C) Appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in Nrit[ng to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Rev[aw Unit, P.O. Box 280601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Znher[tance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of ada[n[strat[vely correctable errors.
If any tax due is paid N[th[n three (3) calendar months after the decmdent's death, a five percent (SZ) discount of
the tax paid is milDRed.
The 15X 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 end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you Nould appeal the tax and interest
that has been assessed as indicated on this net[ce.
Interest is charged beginning Nith first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes Nhich became delinquent before January 1, 1982 bear interest at the rate of
six (el) percent per annum calculated at a daily rate of .000184. AIl taxes Nh[ch became delinquent on and after
January l, 19aZ NEll bear interest at a rate Nh[ch NEll vary from calendar year to calendar year N[th that rate
announced by the PA Department of Revenue. The applicable interest rates for 19AZ through ZOO4 are:
Interest Daily Interest Daily Interest
Daily
Year Rate Factor Year Rate Factor Year Rate Factor
198Z ~ .000546 ~'~-199l llZ .000301 ~-~ 9Z .000247
1983 162 .000438 1992 9Z .000247 ZOO2 62 .000164
1984 llZ .000301 1993-1994 7Z .O00Xgz 2003 5Z .000137
1985 13Z .000356 1995-1998 9Z .O00Z~7 2004 42 .000110
1986 102 .O0027~ 1999 72 .OOO19Z
1987 lOX .000274 2000 7Z .O0019Z
--Interest is calculated as follows:
ZNTEREST = BALANCE OF TAX UNPAZD X NUHBER OF DAYS DELZNI~UENT X DAZLY ZNTERBST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculat[on to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shorn on the
Notice, additional interest must be calculated.
~EV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDEN3~S NAME FILE NUMBER
Margaret E Manahan 2103-1075
REVIEWED BY ACN
Deborah Washington 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
G Annuities are fully taxable with no exclusion.
Row Page 1
~EV-1470 EX (6-88)
'~ INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HARRISBURG, PA 17128-0~01
:)ECEDEN'PS NAME FILE NUMBER
Margaret E Manahan 2103-1075
REVIEWED BY ACN
Deborah Washington 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
G Annuities are fully taxable with no exclusion.
~- ORIGINAL Page 1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INOIVIDUAL TAXES
DEPT 280601
HARRISBURG, PA 17125-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV 1162 EX(11-96)
NO. CD 004677
FRITZ LARRY E
1305 LAMBS GAP ROAD
MECHANICSBURG, PA 17050
fold
ESTATE INFORMATION: SSN: 195-07-0763
FILE NUMBER: 2103- 1075
DECEDENT NAME: MANAHAN MARGARET E
DATE OF PAYMENT: 11/30/2004
POSTMARK DATE: 11/29/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 1 1/22/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 9732.12
TOTAL AMOUNT PAID:
9732.12
REMARKS:
SEAL
CHECK//1018
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF ZND'rVZDUAL TAXES
ZNHERITANCE TAX DI*VI*STON
PO BOX Z80601
HARRTSBURG PA 171Z8-060!
LARRY E FRITZ
1305 LAMBS GAP RD
HECHANICSBUR$ PA 17050
COMMONWEALTH OF PENNSYLVANZA
DEPARTHENT OF REVENUE
ZNHERZTANCE TAX
STATEMENT OF ACCOUNT
DATE 12-Z7-Z00q
ESTATE OF MANAHAN
DATE OF DEATH 11-22-2003
FZLE NUMBER 21 03-1075
COUNTY CUMBERLAND
ACM 101
Amoun'l: Rem J.'~'~ed
REV-16n7 EX AFP
HARGARET E
HAKE CHECK PAYABLE AND RENZT PAYMENT TO=
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credt~ ~o your account, submi~ ~he upper portion of ~h/s fore wi~h your ~ax payment.
CUT ALONG TH*rS L*rNE I~ RETA*rN LOWER PORT*rOM FOR YOUR RECORDS ~
I~ L~/'-':~I"~' ' ~x' '~'~ I~' '~§ q.'--'l~ J ...... '~G ~' '~'~r.~-~ ~ II"'A~ ~'~' "lilaC' ':~ ~'~'llel~ II1~'~1'~ ' ~'1~' '~ ~'~:~1~0 ~ ' ' ~E~'~ .....................
ESTATE OF MANAHAN MARGARET E F'rLE ND. Z1 03-1075 ACN 101 DATE 1Z-Z7-Z00q
TH'rS STATEMENT TS PROV'rDED TO ADVTSE OF TIlE CURRENT STATUS OF THE STATED ACN TN THE NAMED ESTATE. SHO#N BELO#
TS A SUMMARY OF THE pRTNCTpAL TAX DUE, APpLTCAT'rON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, TF APpLTCABLE,
A PROJECTED TNTEREST FTgURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-15-200q
PRINCIPAL TAX DUE: ................................................................................
PAYMENTS (TAX CREDITS):
16,662.93
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-18-200q
11-29-200~
CDOOq293
CDOOq677
.00
7.89-
15,958.78
732.12
IF PAZD AFTER THIS DATE, SEE REVERSE
S/DE FOR CALCULATZON OF ADDZTIONAL INTEREST.
ZF TOTAL DUE IS LESS THAN $1,
NO PAYMENT 15 REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT'
YOU MAY BE DUE A REFUND. SEE REVERSE S/DE OF THZS FORM FOR ZNSTRUCTZONS. )
TOTAL TAX CREDZT 16,663.01
BALANCE OF TAX DUE .08CR
*rNTEREST AND PEN. .00
TOTAL DUE .08CR
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 10/11/2005
FRITZ LARRY E
1305 LAMBS GAP ROAD
MECHANICSBURG, PA 17050
RE: Estate of MANAHAN MARGARET E
File Number: 2003-01075
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: 11/22/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~~
REGISTER OF WILLS
cc: File
Counsel
Judge
.. C/
\.-
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name ofDecedent/J1cz 76Jn.f- e. A1UVM.1Lh.a"..,.
Date of Death: / I / J.., ~/O:3
;AOOJ- D J 0'76
Estate 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 0 No P'I
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete: ~~b~ ~OcJS-- N~rl-h (,.rJt>.(f ./Dv- :LOOb~
, .:r-f!-s t:i /Y"\S CJvoo\.d Jt) 99's" J .~ -F:' ~ r,^~ 7Q..x
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 gf
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 li4 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.
signai~A'7 ~ ~
Li>-""7 e. ~~, f.....
Name
Date:
II / 1--1 /o~~
/ 2Js ~6.S' (;;1 '(dj /11Ki-. 'ly I ;JJI- 17 O~-O
Address
J 17 - 766" J...r,f:3
Telephone No.
! n' ""7h~ap~q:~~: Mrersonal Representative
G v 1\"" '. '- U 0 Counsel for personal representative
S fJ :5
\11 .
STATUS REPORT UNDER RULE 6.12
Name of Decedent: ,1~/~ /'7d~::t IE. 1Z1 a+~~
Date of Death: /1- 1- A - O:J
WilINo.: '100:3.- C/07.6-
Admin. No.: :A} - ()~ - !O;J'-
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 .fa 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 No JRI
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal ;s>resentative state an account informally to the parties
in interest? Y es ~ 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.
Date::3/31/0' ~~ C ~
Signa~e/ /' -/-
L:.., l: k;f 7-
Name /20 ~b:; Cr ~o4J
//;1~;cs.6"1?1 I?A 170J.u
Address
.......'.~.
'J Jj-7bb -;Af'O,5
Telephone No.
Capacity: :gf'Personal Representative
o Counsel for personal representative
, ('
~ \) : I "!,
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_.,~ (~ 'Or,;' srcz
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