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Home My WebLink About03-0412PETITION FOR PROBATE and GRANT OF LETTERS Estate of HERI~N ?. HAR~S ~ also known as ~c o~_ ~-')~ ¢ ~ Social Security No. 363-44-9110' Deceased. No. To: Register of Wills for the County of Cumberland Commonwealth of Pennsylvania Thc petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executor in the last will of the above decedent, dated May 28 and codicil(s) dated in the named ,19 93 ,,~ d oz c ~. ~ , /'TL,~..._c d,'.d /0 -.77 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h is last family or principal residence at G~eenridge Village 210 Big Spring Road, Newville, PA 17241 (list street, number and muncipality) Decendent, then .. ~.6 years of age, died April 27 ,xf9' 2003 at Oreenridge Village, 210 Big Spring Road, Newville, PA ' 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: ooo. 06 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.} William A. Harms 691Losh Road Shermans Dale, PA 17090 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 'l COUNTY OF CUMBERLAND; 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 and truly administer the estate according to law. Sworn to or affi. q_.,_.,_.,_.,_.,_~_ and subscribed before me this __'l~r~ _ day of Wtlltam A. Harms 1?-i4o-iS Estate of , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND HOW cO ; 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 re~ord as the last will of and Letters -F~ are hereby granted to ~l', ~ L ~ ~O'X ~ ~lllt~, in consideration of the petition on FEES Probate, Letters, .EtC: ......... $,.~t), ~ Short Certificates( ) .......... $ _/.~'. OO Renunciation ................ $ c~. Oo TOTAL ~ $ Filed . .-~...'7.}..~.-~ ..0..-~. .................... Register of WfiIs A'VFORNEY (Sup. Ct. I.D. No.) HUBERT X. GILROY, ESQUIRE 29943 ADDRESS 4 North Hanover Street Carlisle, PHONE 717-243-4574 PA RENUNCIATION Herman P. Harms , AKA H.P. Har~s In Re Bstate of deceased. Cumberland County. Pennsylvania. To the Registe~ of Wills of Thc undersigned H. Paul Harms, Jr. of the above decedent, hereby renounce(s) the right to administer the estate and respoctfully ask(s) that Letters William A. Harms be i~ued to . WITNI~SS ,, /~ '~ day .~ ~,o ~ handthis [~ of ~/~ ~ H. Paul Harms, Jr. (Addft~s) (Si~m~e) (Addz~) (Stgnnture) (Addr~s) LAST WILL AND TESTAMENT OF H. P. HARMS, M.D., a/k/a HERMAN P. HARMS, M.D. I, H. P. HARMS, M.D., of Citrus County, Florida, make this to be my Last Will and Testament and by the execution of this Will do hereby revoke and annul all prior Wills and codicils. ARTICLE I My spouse is MARIE M. HARMS. I have two children: H. PAUL HARMS, JR. and WILLIAM A. HARMS. ARTICLE II I direct that all my just debts, funeral expenses, and whatever other costs associated with my last illness and death and the settling of my estate be paid as soon as practicable after my death from the assets of the H. & M. HARMS Living Trust, dated the twenty-eighth day of May, 1993. ARTICLE III All the rest, residue, and remainder of my estate of whatever nature and wherever situated, including lapsed devises and including any property over which I may have a power of appointment at my death, I devise to the H. & M. HARMS Living Trust, dated the twenty-eighth day of May, 1993, to be distributed and controlled as dictated by that instrument. ARTICLE IV POWER OF PERSONAL REPRESENTATIVE I hereby grant to my Personal Representative the continuing, absolute, and discretionary power to deal with any property, real or personal, held in my estate as freely as might I in the handling of my own affairs. Such power may be exercised independently and without the prior or subsequent approval of any Court or judicial authority, and no person dealing with the Personal Representative shall be required to inquire into the propriety of any of the actions of the Personal Representative. I hereby grant to my Personal Representative all powers conferred upon Personal Representatives under the Florida Probate Code as amended from time to time. ARTICLE V APPOINTMENT OF PERSONAL REPRESENTATIVE I appoint my spouse MARIE M. HARMS, to be Personal Representative of this my Last Will and Testament, to serve without giving bond. In the event my spouse MARIE M. HARMS, should predecease me or for any reason fail to qualify as Personal Representative or, having qualified, should die or resign, then in such event I appoint my son, H. PAUL HARMS, JR., of Orland Park, Illinois, and my son, WILLIAM A. HARMS, of Carlysle, Pennsylvania, Personal Co-Representatives, to serve jointly without giving bond and, in such capacity, they shall possess and exercise all powers and authority herein conferred upon my original Personal Representative. IN WITNESS WHEREOF, I sign, seal, publish and declare this instrument to be my Last Will and Testament, all in the presence of the persons witnessing it at my request this twenty-eighth day of May, 1993. STATE OF FLORIDA COUNTY OF CITRUS H.P. HARMS, M.D. (SEAL) and '~_ ~¥ i,., 1~,/l~4..~&~,~, , the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned officer that the Testator signed the instrument as his Last Will, that he signed voluntarily and that each of the witnesses, in the presence of the Testator and in the presence of each other, signed the Will in witness and that, to the best of the knowledge of each witness, the Testator was of legal age, of sound mind and under no constraint or undue influence. We, H. P. HARMS, M.D. and ~--~/{.t~U,~ ~r. {~U'V~m, residing at }~~ 1 ~ _~fL/~ Witness The foregoing instrunent was acknowledged before me on this twenty-eighth day of Uay, 1993, by H. P. HARUS, U.D., the Testator, who is personally known to me and who did not take an oath and who did execute this instrument before me and in the presence of the two witnesses, 'I"~/~/o~V' i.. P~,~lLd.,,l~ildkt,.~ and OFFICIAL SEAl: JAMES J. LOW; MY Commission Expires Jan. 24, 1996 C~,~.m. No. CC 174734 (SEAL) This instrument prepared by: James J. Low III Attorney at Law 601 Cleveland Street, Suite 400 Clearwater, Florida 34615 JOHN H. BROUIOS HUBERT X. GILROY BROUJOS & GILROY, P.c. ATTORNEYS AT LAW 4 NORTH HANOVER STREET CARLISLE, PENNSYLVANIA 17013 TELEPHONE: (717) 243-4574 FACSIMILE: (717) 243-8227 jbrouj os@broujosgilroy, com hgilroy@brouj osgilroy, com NON-TOLL FOR HARRISBURG AREA 717~766-1690 August 25, 2003 Donna M. Otto Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: H. P. Harms File No.: 2003 - 00412 Dear Ms. Otto: I hereby certify that notice of beneficial interest as required by Rule 5.7 of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above captioned Estate on August 25, 2003: William A. Harms 691 Losh Road Shermans Dale, PA 17090 H. Paul Harms 17629 Olivia Lane Orland Park, IL 60464 Notice has now been given to all persons entitled thereto under Rule 5.7. H_~d~q~X. Gilroy, Esquire Attorney for the Estate of H. P. Harms Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/15/2005 GILROY HUBERT X 4 N HANOVER STREET CARLISLE, PA 17013 RE: Estate of HARMS H.P. M.D. File Number: 2003-00412 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 I, 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: 4/27/2005 Your prompt attention to this matter will be appreciated. Thank You. ~e~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge uA . Register of Wills of Cumberland Connty STATUS REPORT UNDER RULE 6.12 Name of Decedent: Herman P. Harms Date of Death: April 27, 2003 Estate No.: 21-03-0412 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 @ 2. If the answer is No, state when the personal representative reasonably believes that the administration wiIlbe complete: 6 months 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval offormal or informal accounts may be filed with the Clerk of the Orphans' Court and may be I attllched In this report t , n D..... ~~e:#~ ~~~~ Hubert X. Gilroy. Esquire Name 4 N H~nnvpr ~~rpp~. r.~r';~'p. PA 17013 Address (717) 243-4574 Telephone No. Capacity: 0 Personal Representative .IX] Counsel for personal representative eft r -- ' -----...- ~...,',u I'I~ N ::'" : r;~ l"- I'd ,- l"- ~ CO.." ~ ill~c>; i f ~~ I",,} (.) , I,,, CC"I ~ i, "".ie''';' [ '~ 'iii .t" 0 "'04INnc:) ~ III ~ .,'''N 'II NI"..N ~I.I'\"'" ., ~ ::""'" c~r) (Jf) ..,IC ""11' .Ij,J C:,") _If" 1 I. -,. C:I,. -.,. _I:,. 11:... .~ ~"I. (,It') I:,:rt: ..'n. I:~H. ." -r,I"\' , t't "A.! . t , ;~' , '~'. l~ .,. r)' . )i ii !: r / I -t- ";1 r"':'( I I 1-: r6 T . o ~ a: -0 ~ Q)l'- ~ ~,... o ~ U5 .~ a:-J....c: ..J_Q)~ - al ~ >. CJ C/) c: C/) .d! >- al c: "V~J:a5 CJ)OJ::CL O~15a> -,....ZCii ::) .~ o Val a: () m <1 Ul ..-i ..-i -..-l :3: 4-l .c 0 bOl-I ;l QJ co .j.J ~ Ul CO'T'-l 1-1 bO QJ C""\ .j.JQJ~..... cnP::;lO .... 0' r--. 1-1 .....'cn..... QJ .j.J e 5 QJ COoUl~ f1<ugp.., co "0 45 .. "Ol=lI-lQJ l=l co ;l..-i QJ..-iOUl ..-iI-lU'T'-l 0QJ ..-i ~ QJ 1-1 ;';ll=l~ ;:.::uo REV-1500 EX + (&-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT,280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C w () w c W I- ~$CI) C) II::~ W 11.C) J::OO oll::..J ~Ill c( DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Harms Herman P. DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) OFFICIAL USE ONLY FILE NUMBER 2 1 -0 3 0 4 1 2 CQi'jffiy"CoOE ---VEAR- - - NiiMBER- - SOCIAL SECURITY NUMBER 3 6 3 - 4 4 - 9 1 1 0 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Retum (date of death prior to 12-1l-82) o 5. Federal Estate Tax Retum Required _ 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Hubert X. Gilro 4 North Hanover Street FIRM NAME (If Applicable) Brou'os & Gilro PC Carlisle, PA 17013 TELEPHONE NUMBER 717-243-4574 z o i= <( ...J ::J l- e: <( () W 0::: z o i= <( I- ::) a. ::iE o () X ~ 04/27/2003 11/08/1906 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL) !Xl 1. Original Retum o 4. Limited Estate o 6. Decedent Died Testate (Attach copy of Win) o 9. Litigation Proceeds Received o 2. Supplemental Retum o 4a. Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copy of Trust) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) (8) " ( OFFI~ USE ONLY t,'::'::) C:::;:J ::0 con 111 c.._ C") c::: ('".J ,-- ~XJ N (~::J li1 0'\ ',_J C.:J ""J ,-, -U , . .~ i --,'...... ..,., ~ ('''5 ," ['n C'"J .' C"'J - 'r-I N I- Z W C Z o 11. VI W II:: II:: o C) 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 ONned Property (Schedule F) (6) o 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 Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 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) X _(15) 18,516.31 X .045 (16) X .12 (17) X .15 (18) (19) I 21 ,248.95 , i I I I __ ._''___ J 21 ,248.95 2,568.00 164.64 (11) (12) (13) 2,732.64 18,516.31 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 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH << (14) 18,516.31 833.23 833.23 Decedent's Complete Address' . - STREET ADDRESSiQ >PI lQ 210 Bi S rin Road CITY' I STATE I ZIP ~ewville PA 17241 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 833.23 Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3. enter the difference. This is the OVERPAYMENT. Check box on Page 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. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... 0 [KJ b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 [KJ c. retain a reversionary interest; or ...................................................................................................... 0 [KJ d. receive the promise for fife of either payments. benefits or care? ............................................................. 0 [KJ 2. If death occurred after December 12. 1982. did decedent transfer property within one year of death without receiving adequate consideration?............................................................. ............ ...... ............... 0 [KJ 3. Did decedent own an ';n trust for' or payable upon death bank account or security at his or her death? ................. 0 [KJ 4. Did decedent own an Individual Retirement Account. annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... 0 [KJ 833.23 833.23 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 that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSO~ESPONSIBLE F~ ~&!},~ {l ADDRESS 691 Losh Road Shermans Dale, PA 17090 SIGNATURE OF EPA OTHER AN REPRESENTATIVE " DATE ~~7~ ~s 4 rth Hanover Street Ca lisle, PA 17013 ~ "-....-.~ 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. 99116 (a) (1.1) (iill. 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. 99116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116{1.2) [72 P.S. ~9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102. as an individual who has at least one parent in common with the decedent, whether by blood or adoption. - -,~"-"., .. COMMONWEALTH OF PENNSYLVANIA INHERIT ANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Harms. William P. FILE NUMBER 21 03 0412 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 21,248.95 Raymond James Account Acct # 35437882 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 21 248.95 ~,.",."., '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Harms. Herman P. FILE NUMBER 21 03 0412 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Egger Funeral Home 953.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees Broujos & Gilroy, PC 1,500.00 3. Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountanfs Fees 6. Tax Return Preparer's Fees 7. Register of Wills Filing Fee 80.00 8 Inheritance Tax Return Filing 15.00 9 Family Settlement Agreement 20.00 TOTAL (Also enter on line 9, Recapitulation) $ 2 568.00 (If more space is needed, insert additional sheets of the same size) REV-1512 EX' (1-971 '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Harms. William P. FILE NUMBER 21 03 0412 Include un reimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. Continuing Care 98.09 2 Continuing Care 66.55 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 164.64 . ~""".,,"' '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF H~rm<:: William P. FilE NUMBER 21 03 RELATIONSHIP TO DECEDENT Do Not list Trustee(s) n41? AMOUNT OR SHARE OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. William A. Harms 691 Lash Road Shermans Dale, PA 17090 H. Paul Harms 17629 Olivia Lane Orland Park, IL 60464 Son 50% 2 Son 50% II. ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, 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 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 additional sheets of the same size) JOHN H. BROUJOS HUBERT X. GILROY BROUJOS & GILROY, P.c. A'ITORNEYS AT LAW 4 NORTH HANOVER STREET CARUSLE, PENNSYLVANIA 17013 TELEPHONE: (717) 243-4574 FACSIMILE: (717) 243-8227 jbroujos@broujosgilroy.com hgilroy@broujosgilroy.com July 25, 2005 NON-ToLL FOR HARRISBURG AREA 717-766-1690 Ms. Glenda Farner Strasbaugh Cumberland County Register of Wills One Courthouse Square Carlisle, P A 17013 RE: Estate of Herman P. Harms Docket No. 21-03-0412 Dear Glenda: Enclosed for filing are an original and one copy of the Pennsylvania Inheritance Tax Return in the above referenced estate, a check for $833.23, and a check in the amount of $15.00 for filing fee. Please advise if you have any questions. Thank you for your attention to this filing. Sincerely yours, Pn r-..;) t:.';:;:) .;:::::> w""l c_ ~ r- 1'0 en _TJ .. -j ;-r 1 ( --) r=) J.J :~l -n :- _.J >r) ~ --r'f - ("") __ _ cD Enclosures - ; -:1 o N Cc: Mr. William A. Harms COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EXI11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT " NO. CD 005620 GILROY HUBERT X 4 N HANOVER STREET CARLISLE, PA 17013 ACN ASSESSMENT CONTROL NUMBER AMOUNT nnn__ fold 101 $833.23 ESTATE INFORMATION: SSN: 363-44-9110 FILE NUMBER: 2103-0412 DECEDENT NAME: HARMS H.P. M.D. DATE OF PAYMENT: 07/26/2005 POSTMARK DATE: 07/25/2005 COUNTY: CUMBERLAND DATE OF DEATH: 04/27/2003 TOTAL AMOUNT PAID: $833.23 REMARKS: CHECK# 3262 SEAL INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS . ;"',.- :-'...... "-.., ........ .~-\:- ~). BUREAU OF INDIVIDUAL. TAxES . INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~. NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX r'j'" 0, . "." :31 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN HUBERT X'GILROY BROUJOS 8 GILROY 4 N HANOVER ST CARLISLE PA 17013 ESTATE OF HARMS TAX RETURN WAS: (X) ACCEPTED AS FILED 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. Hortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets ) CHANGED Cl) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 21.248.95 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. CostS/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) ClO) 2,568.00 164.6i. (11) Cl2) Cl3) Cl4) NOTE: I~ an assessment was 1ssued preV1ously, l1nes re~lect ~1gures that 1nclude the total o~ ALL ASSESSMENT OF TAX: 15. Amount of Line 14 at SPousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: REV-1547 EX AFP (06-05) HERMAN DATE 10-18-2005 P NOTE: To insure proper credit to your account, submit the upper portion of this form with YOur tax payment. 21,248.95 ? . 73? 61f..... 18,516.31 .00 18,516.31 14, 15 and/or 16, 17, 18 and 19 w1ll returns assessed to date. 10-18-2005 HARMS 04-27-2003 21 03-0412 CUMBERLAND 101 APPEAL DATE: 12-17-2005 ( See reverse side under Objections) Amount Rem1 tted [ ] MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PY!_~~~~~_!~~~-~~~~------~---~~!~~~-~~~~~-~~~!~~~_f~~_Y~Y~_~~P~~~!__~____________________ REV-1547 EX AFP 103-05) NOTICE OF INHERITANCE TAX APPRAISENENT. ALLONANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX HERMAN P FILE NO. 21 03-0412 ACN 101 ... l+} AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (_) 07-25-2005 "' CD005620 .00 833.23 BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-26-2005 TOTAL TAX CREDIT 833.23 BALANCE OF TAX DUE .00 INTEREST AND PEN. 54.59 TOTAL DUE 54.59 ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. ~~ IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DuE\~ A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) .00 X 00 = 18,516.31 X 045= .00 X 12 = .00x 15 = Cl9)= · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 833.23 .00 .00 833.23 ""--- -- ~ Register of Wills of Cumberland County Name of Decedent: STATUS REPORT UNDER RULE 6.12 fI- < ('/ fI~ S Date of Death: Estate No.: :;2 00 :; - 0 0 'f( ? 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 ad~ation of the estate is complete: Yes 0 No t:J 2. If the answer is No, state when the personal representative reaso~ab1y believes that the administration will be complete: ~ A.. ~ r--4. .f 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: Si Name / C~ i..'. Addre HUBERT X. GILROY ATTORNEY AT LAW 4 NORTH HANOVER STREET CARLISLE, PA 17013 ] Telep Capacity: n D".."",. LAW Ll. L \.d."'VJ OFFICE o Coun: 8~OUJOS & GILROY PC 717-243-4574 hg"rOY@brOUjOsgi/roy c~m 717-766-1690 '. FAX 717-243-82 WWW.brouJOsgilroy.com 27 ~ Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: _H a. ~ (YV'\tV PAwL ttAR iYU- Date of Death: APR,J..:2 '7 J d-CJP~ Estate No.: ::l 00 ~ '.' (?t?-'t l:l. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes 1]1 No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes ~ No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? 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. t z)~D1-~\ (;Q-i-L~~ Signature LVLl.,LlAC-I\ I~, ~'Y\S Name Date: AT) ~lL... '19>, :A;.106 Wi i i-csg hPA7) Address c:.ue.t~MI-H'i~ LJAt...e. , ~A Telephone No. . -7t "') - :s.-eJ. -Ocl16 r",.._,.. ,..;+-.~. f:74 D...._............._" 1 D a""'....o("<.o,..,+t'\t-~'t 70. \......a.pQ.\.dLy.. ~.1. \.IJ.ovua~ .L'-""p1.\,.I,:n",I.l.u.u.u" "" o Counsel for personal representative i70CfO Q BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 EX AFP (03-05) HUBERT X GILROY BROUJOS & GILROY 4 N HANOVER ST CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-15-2006 HARMS 04-27-2003 21 03-0412 CUMBERLAND 101 HERMAN P Allount Rellitted PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +- --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF HARMS HERMAN P FILE NO.21 03-0412 ACN 101 DATE 05-15-2006 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-18-2005 PRINCIPAL TAX DUE: 833.23 PAYMENTS (TAX CREDITS): BAL PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-25-2005 CD005620 .00 833.23 ') , I .- ,", ANCE OF UNPAID INTEREST/PENALTY AS OF 07-26-2005 TOTAL TAX CREDIT 833.23 BALANCE OF TAX DUE .00 INTEREST AND PEN. 54.59 II IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 54.59 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) ,.' \1". I~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX( 11-96} RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT HARMS WILLIAM A 691 LOSH ROAD SHERMANSDALE, PA 17090 -------- fold EST A TE INFORMATION: SSN: 363-44-9110 FILE NUMBER: 2103-0412 DECEDENT NAME: HARMS H.P. M.D. DATE OF PAYMENT: 05/09/2006 POSTMARK DATE: 05/08/2006 COUNTY: CUMBERLAND DATE OF DEATH: 04/27/2003 NO. CD 006674 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $54.59 I I I I I I I I TOTAL AMOUNT PAID: $54.59 REMARKS: CHECK# 3390 SEAL INITIALS: MG RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS BUREAU OF COLLECTIONS & TAXPAYER SERVICES PO BOX 281041 HARRISBURG PA 17128.1041 COMMONWEALTH OF PENNSYLVANIA Cr~'iC':DEPARTMENT OF REVENUE 2DJS)'; Y -'3 f"l I: 38 REV-870 AFP (03-06) WILLIAM A H~~J:fS 691 L OSH RD 'J, SHERMANS DALE, PA 17090 DATE Estate of: HARMS 4/20/2006 HERMAN P Date of Death: 4/27/2003 File Number: 2 1 0 3 - 04 1 2 AvJ f 0 ( Dear WI L L I A M A H ARM S : This is to advise you that the above estate is in a delinquent status. According to Department records the estate is still not settled. As of this date, you have failed to respond to prior contacts to resolve this matter. The Inheritance and Estate Tax Act mandates the filing of a tax return and payment of all outstanding liabilities by the personal representative, transferee, or beneficiary of the estate within nine months of the decedent's death. The Department's records show that this estate remains open because: CURRENT TAX LIABILTIY O~-.~9 ~ INCLUDING INTEREST CALCULATED TO ~s-".~tJ1r6./ HAS NOT BEEN PAID. Accordingly, you are directed to pay all tax due including interest within ten days from the date of this letter. If you fail to comply with this directive, your case will be referred for local enforcement and may result in the filing of a citation by this Department with the Orphans' Court Division of the Court of Common Pleas, requiring you to appear in court to show cause for your failure to comply with the law. In order to protect the Con1ll1onwealth's interest, the Department of Revenue may also file a lien in Cumberland County. Under Act 40 of 2005, additional collection costs including but not limited to fees of up to twenty-nine percent (29%) of the amount due, and attorney fees incurred in securing payment, .may be imposed on any liability not paid prior to referral to a collection agency or contract counsel. MAKE CHECKS PAYABLE TO: REGISTER OF WILLS, AGENT Any questions regarding the tax liability of this estate, please CONTACT: Harrisburg Call Center (717) 783-3000 TDD# 1-800-447-3020 (Service for taxpayers with special hearing and/or speaking needs) Sincerely, Harrisburg Call Center cc: HUBERT X GILROY BROUJOS & GILROY 4 N HANOVER ST ... o ... ... Q) c: .- Q) :) c: Q) i '0 c ~ 1: o 0- Q) o Q) -:S >- ..D -0 Q) ~ 'Q) ~ ... ~ ! -5 Q) . 0 ~; ~ -5s :E-o &. ~ 8 0 ~2 ~ ~o- ~ c- Q) Q) % c: e... 0 ao o c: III -004 O~O ~:6 ~ :;;:... ~ v 0 ~ Q) ~ ~ -50 :3~tA z"'" ., .. = 0 %Gj ~ -0 Q) A. "'" ~ ~ oS ~ Q) . t ~o .... -; 0. (f. ~ xz ~ ~..8 D' ~ ::> ~~ Q) 0 III -' 0 .c( ..c; ~ >- ~ __ >- u.a~ ~ >- 0 ~ _ u ~.c( 00) e'" 0 ..- % A. Q) ~ ~'O c: o~ '" S t\ ~ ~ ] ~ ... -0" UlO I- o ~ c:-:;. ~ u 0 UJ c;; 0; ~ II') II') ~ o ... :) o >- c: o ... i 0- 0- o 1it ~ -0 ~ o U c: Q) VI ~ Q) -5 >- c: o o - c: o 04ft ... :~ :EO.... U><o __ 0 ~ >-t- . .s::.o- Q) "- Vc:o .;:.. s 6 "- ~ ~~t:: ... c: Q).... ~ -a-E~ (i) ......- --.... V) ~ ... ~ ... ~, Oo,j :> \ ~ - "' ~ ~ t . . - , ~,. ... ?" -.....,... - ~ )? ...- '.~ .. p ~ ria ..- - - ~~ ..- - - -- - ~# ,... - ~- .-- .,.., - T I:.t }J ~ ~ () - 'J'" -J \Q ,./.:L . .}.. ':1] c( (I.J d -, 'r" -- - )/. r r'" ~ ./,.J ~ J ~ I!J ,~ J - , ~ a ~ cD - ~ -:::z if) '-. ~ a:: :tt: f? <( , :r: <:1 '~ n ~ U.i -J -l .~ci C1 , cr: (J) '~J: 2 :;tI)~ C6g~ . . III ~5~j ~~..... ,.. .. ... ,.. l ~ c....... (); L:':-'~~ :- -. (''" it) Y" t'-.. ~ ~ \t' i:.-:" '.....:-.) ;I\ .. ~ ,J" "~r ~.. ~4""""" (,,\<' \,~ x;. '~\~l \\ '- ~ .~ ~ 'U~ ~~ :y R,,~,~";::~~.'--'-'J-',., /0-' t ',' I '.~ UJ c::S '-g <JJ <5 ~ tl) \0 ~ ~ q g<g~ ~ tl)t:;~ -' ~ Q) ~ t- 4-4>''''d -' o ~ .~ 0 4. .s 4-40 ~ 'g ~ ~ ~ cr:; on tl)~~N~ ~~O~~ o t g S 'e 6 ~ tl) ~ 6 ~~O~ 8oco~ --:-.: --:; .- = .- .-= -= ~ en g ~ ~ ~ eng 8 ~'jug[- ~H ~ S~8r:a~ ~ enp.. ~~Pg ~ ~~~ ~~~~~ ~t;~gH t5H~()~ t!>p U en~t.)r--\ ~~ = -" .- -- -" . cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/10/2007 GILROY HUBERT XAVIER 4 NORTH HANOVER STREET CARLISLE, PA 17013 :;:....? \.;,.'") RE: Estate of HARMS H.P. M.D. File Number: 2003-00412 (..0 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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: 4/27/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) \ ~\ ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/10/2007 HARMS WILLIAM A 691 LOSH ROAD SHERMANSDALE, PA 17090 C) -0 -') ?::o ~7J (-:", RE: Estate of HARMS H.P. M.D. File Number: 2003-00412 ....0 .. c.:) Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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: 4/27/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ~ Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF ~lJJYIbJr{ Mtd COUNTY, PEN""NSYL V A.l""ilA Name of Decedent: We.V"M().f\ P ~OL'rM--S Date of Death: 4 "'~l' ';}.o03 File Number: - ;2 J-()0-6~lo- Pursuant to Pa. a.c. Rule 6.12, 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: . . . . . . . . . . . . . . . . . . . . ~s DNo 2. lfthe answeris No, state when the personal representative reasonably believes .that the administration will be complete: 3. lfthe answer to No.1 is YES, state the following: . a. Did the personal representative file a final account with the Court?' . . . . . .. DYes ~ b. The separate Orphans' Court No. (if any) far the persanal representative's account is: c. Did the persanal representative state an account informally to the parties in interest? ................................ ~s DNa d. Copies of receipts, releases, joinders and approvals offarmal 'Or informal accaunts may be filed with the Clerk of the Orphans' Court and may be a ed ta this report. Capacity: D Counsel Dat~ V' -(1- 67 NtJ17 8'"'.r III 0-' . ~. . ," ,,- ( ..., ....... ~'i I..J J Tei ~.'. ...-....~........ .~........... lVn'.'.~...' Onn..............--...-.-. .-...................- . . ," ..,,<,.",~ .,. .~&J'.u~. 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