HomeMy WebLinkAbout03-0475 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
Estate of C-~+hf~l- Z. ~Of_l~(~Q~__~'''L No. ~
also known as ,~,-f v,~(ca To:
Register of Wills for the
. Deceased. County of O/~ ~ ~in the
Social Security No. ~ ~ ~ ~ ~ ~ Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older, app~ for letters of administration
~ on the estate of
(d.b.n.; pendente lite; durante absentia; durante minoritate)
the above decedent.
Decendent was domiciled at death in ~ O~X~ ff ~/~ f~ County, Pennsylvania, with
h I[ ~ last family or principal residence at
(list street, number and municipality)
Dec~~ ye~r~ of age, died ~ ~ ~ ,~ ~
Decendent at death owned property with estimated values as folllows:
0
(If domiciled in Pa.) All versonal vroperty $
(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:
Petitioner ~ after a proper search ha (/.~- ascertained that decedent left no will and was survived by
the following spouse (if any) and heirs:
,~ ~ Name ~ . Relations, hiP_ ,o Residence
THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the
appropriate form to the undersigned.
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OF CUMB~RL^ND
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
representative(s) of the above decedent petitioner(s) will well and
truly administer the estate according to law.
Sworn to or affirmed and subscribed!~ ~t~~
before me this ]0th day of ]
JUNE 2003 ~.~
! O' ~egister
No.
Estate of ETHEL Z BUCHENAUER , Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW JUNE ] O, 2003 Yl~ , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that ERMA B LININGER
is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration
are hereby granted to ERMA B LININGER
in the estate of .... ETHEL Z BUCHENAUER
FEES ~::;
Letters of Administration ..... $ ~ ~, 00 _.~,
Short Certificates( ) .......... $ ,~ ,OO ATTORNEY ~Ct. I.~o.)
Renunciation ................ $ 5, OO
q~ $ lO · OD
TOTAL __ $ ~ .OO ADDRESS
Filed .~r~O.z200.3. ......... A.D. ~
mailed to exec 6-30-2003 PHONE
RENUNCIATION
In Re Estate of ~-/~_L ~ OC~_~)~ ~O~L- deceased.
To the Register of Wills of C~ 1~ ~-~ L&/~ County, Pennsylvania.
The undersigned ~ ~ ~ of
the above d~edent, hereby renounces) the right to admi~ster the estate and resp~tfully ~k(s) that Letters
:is:.e to
WITNESS hand this ~ day of ., 19
(Signature)
(Address)
.~. ~' (Signature)
E :, C~l{~ I ~~A--daress)
(Address)
This is to certify that the information here given is correctly copied fi'om an original certificate of death dulx filed with rne :ts
Local Registrar. The original certificate will be. for~varded to the State Vital Records Of Gcc for pcrma~cnt tiii~.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
H~0S.;,.,1R~, Z'~? COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
,.~ CERTIFICATE OF DEATH
enauer -- 5353
~ w~lte
,~rlisle, Pa 17013
,.. Zra Park Zelder~
_~Peter J. Buchenaue~
Steelton P~
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: 2-~h d. "Z~.. gO C_. ~10~ O~fT-
Date of Death: ] - ~ '" C:~ O(~-~
WillNo. ~c~/.-~fD~- (.~('/'7~ Admin. No.
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
Capacity: ersonal Representative
Counsel for personal representative
217f
IREV- 1500
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN
DEPT. 280601 FILE NUMBER 21-03-0475
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT
DECEDENT'S NAME (~ST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
~ BUCHENAUER, ETHEL Z 195-07-5353
Z
~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
~ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
o 1/8/2003 9/27/1916 REGISTER OF WILLS
~ 'IF APPLICABLE) SURVIVING SPOUSE'S NAME (~ST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURI~ NUMBER
~_ ~-~ 1. Origi,a, Return U 2. Supplemental Relum E~ 3. Remainder Retum (date of death pdor to 12.13.82)
~'~ E~4. Limited Estate [~4a. Future lnterest Compromise (date of death after12-12.82) F'~5. Federal Estate Tax Retum Required
oa. ~ ~ L~ 6. Decedent Died Testate (Attach copy of Will) I I 7. Decedent Maintained a Living Trust (Attach copy of Trust) 8. Total Number of Safe Deposit Boxes
< [---'] 9. Litigation Proceeds Received [~ 10. Spousal Poverty Credit (date of death between 12-31-91 and 1.1.95) [~11. Election to tax under Sec. 9113(A) (Attach Sch O)
NAME
LU COMPLETE MAILING ADDRESS
z ERMA LININGER ERMA LININGER
O FIRM NAME (If Applicable)
u~ 90 PINE HILL ROAD
UJ
n, CARLISLE, PA 17013
IZ TELEPHONE NUMBER
O
o 717-249-6541 ·
OFFICIAL USE ONLY
1. Real Estate (Schedule A) (1) NONE
2, Stocks and Bonds (Schedule B) (2) NONE
3. Closely Held Corporation, Padnership or Sole-Proprietorship (3) NONE "
4. Mortgages & Notes Receivable (Schedule D) (4) NONE
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5) 9,514
6. Jointly Owned Property (Schedule F) (6) NONE
Z L_~ Separate Billing Requested
I-
<[ 7. Inter-Vivos Transfer & Miscellaneous Non-Probate Property
..I (Schedule G or L)
= (7) NONE
i-
<[ 8. TOTAL GROSS ASSETS (total Lines 1-7) (8) 9,514
UJ
~ 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 8~168
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 10) NONE
11. TOTAL DEDUCTIONS (total Lines 9 & 10) (11) 8~168
12. NET VALUE OF ESTATE (Line 8 minus Line 11 ) (12) 1,346
13. Charitable and Governmental Bequests/Sec 91 13 Trusts for which an election to tax has not
been made (Schedule J) (13)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 1,346
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 .0 (15)
16 Amount of Line14 taxable at lineal rate 1~346 x .0 45 (16) 61
17 Amount of Line 14 taxable at sibling rate x .12 (17)
18. Amount of Line 14 taxable at collateral rate x . 15 (18)
19. Tax Due (19) 61
2~ BUCHENAUER, ETHEL Z 195-07-5353
Decedent's Complete Address:
STRH- ~ ADDRESS
1442 WALNUT BOTTOM ROAD
ICITY ISTATE ZIP
]CARLISLE PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) 61
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
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) 6
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 61
Make Check Pa~(able to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ........................
b. retain the right to designate who 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? ................... i-'-'] r
2. if death occurred after December 12,1982,did decedent transfer property within one year of death
without receiving adequate consideration? .............................
3. Did decedent own an "in trust for" or payable upon death bank account or secudty 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 penalties of perjury, 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,
and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PER~ON RESPONSIBLE FOR FIL"~N(~ RETURN · '
, ~ /,~,, .?. - DATE
- -
90 PINE HILL ROAD OARLISLE, PA 17013 ..,"'
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE 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. Section 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. Section 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. Section 9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. Section 9116(1.2) [72 P.S. Section 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. Section 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.
AT
REV-1508 EX + (1-97) (I)
SCHEDULE E
COMMO.W~L~.OFPEN.S¥~V^..^ CASH. BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN
RES,D~NT D~C~D~NT PERSONAL PROPERTY
ESTATE OF FILE NUMBER
21-03-0475
~nclude 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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. PREPAID FUNERAL EXPENSE ACCOUNT 7,744
2. CRESSCARE MEDICAL REIMBURSEMENT-CK # 1658 66
3. NURSING HOME ACCOUNT- RESIDENT ID NUMBER 560 864
4. CAPITAL BLUE CROSS REIMBURSEMENT 840
TOTAL (Also enter on line 5, RecapitulationI $ 9,514
(If more space is needed, insert additional sheets of the same size)
217
REV-1511 EX + (12-99)
SCHEDULE H
COMMONWEA,T, OF PENNS~VAN,A FUNERAL EXPENSES &
INHERITANCE TAX RETURN
RES,DENT DECEDENT ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
BUCHENAUER, ETHEL Z 21-03-0475
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. HOFFMAN-ROTH FUNERAL HOME- 219 N. HANOVER STREET CARLISLE, PA 17013 7,603
2. GINGRICH MEMORIALS- 568 N. UNION STREET MIDDLETOWN,PA 17057- MARKER 385
3. FOOD AND REFRESHMENTS 141
B. ADMINISTRATIVE COSTS:
1. 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:
2. Attorney Fees
3. Family Exemption: (If decedent's 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. Accountant's Fees
6. Tax Return Preparer's Fees
7, :~EGISTER OF WILLS, SHORT CERTIFICATES 39
8.
TOTAL (Also enter on line 9, Recapitulation $ 8,168
(If more space is needed, insert additional sheets of the same size)
217
REV-1513 EX + (9-00)
SCHEDULE J
COMUONWEA,T, OF PEN.S~,VAN,^ BENEFICIARIES
,N.ERITANCE'r~x RE'rU.N
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
BUCHENAUER, ETHEL Z
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116 (a) (1.2)]
1. ERMAB LININGER
90 PINE HILL ROAD
CARLISLE, PA 17013 DAUGHTER 1/3
2. JOHN H BUCHENAUER
60 PINE HILL ROAD
CARLISLE, PA 17013 SON 1/3
3. PETER BUCHENAUER
150 PINE HILL ROAD
CARLISLE, PA 17013 SON 1/3
, ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18~ AS APPROPRIATE~ ON REV-1500 COVER SHEET
Il. 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)
FILE
LAST WILL AND TESTAMENT
OF
ETHEL E. BUCHENAUER
I, ETHEL E. BUCHENAUER, now domiciled in Cumberland County, Pennsylvania,
declare this to be nay Last Will and Testament. I revoke all other wills and codicils that I may have
previously made. ,
Article I
My just debts and expenses of my last illness, funeral, and administration of my estate shall
be paid by my Co-Executors from the principal of my residuary estate as soon as practicable after my
death.
Article II
All inheritance, estate, and succession taxes (including interest and penalties thereon, but not
including any generation skipping tax) payable by reason of my death shall be paid out of and be
charged generally against the principal of my residuary estate without reimbursement from any
person. This provision is not a waiver of' any right which my Co-Executors have to claim
reimbursement for any such taxes which become payable as the result of any property over which I
have the power of appointment.
Article III '
I give, devise and bequeath in accordance with any memorandum which I have either
handwritten or signed, located with my will or with my valuable papers and found within 30 days of
the probate of my will. Gifts may only be to persons who survive me or to organizations which exist
at my death, and if there is a conflict, the memorandum having the latest date shall govern.
Article IV,
All the rest, residue and remainder of my estate, of whatsoever nature and. wheresoever
situate, I give, devise and bequeath IN EQUAL SHARES to my children, ERMA LININGER of
Cumberland County, Pennsylvania, PETER BUCHENAUER of Cumberland County, JOHN
BUCHENAUER of Cumberland County, Pennsylvania.
However, if a beneficiary does not survive me by thirty (30) days, but leaves descendants
who survive me by thirty (30) days, those descendants shall receive, per stirpes, the share the
beneficiary would have received had he or she survived me by thirty (30) daYs.
Article V
I nominate, constitute, and appoint my children, ERMA LININGER, of Cumberland
County, Pennsylvania, PETER BUCHENAUER of Cumberland County, Pennsylvania and JOHN
BUCHENAUER of Cumberland County, Pennsylvania as Co-Executors of my Last Will and
Testament. I direct that my Co-Executors be permitted to serve without bond and in addition to
those powers granted by law, I grant them power to distribute in cash or in kind in like or in unlike
shares and to file any qualified disclaimer I could have filed if living. My Co-Executors shall
receive reasonable compensation for services rendered to my estate.
Article VI
In addition to the powers conferred by law, I authorize my Co-Executors, in his/her absolute
discretion:
(a) to retain in the form received and to sell either at public or private sale, any real estate or
personal property except that which I specifically bequeath herein,
(b) to manage real estate,
(c) to invest and reinvest in all forms of property without being confined to legal
investments, and without regard to the principal of diversification,
(d) to exercise any option or right arising from the ownership of investments,
(e) to compromise claims without court approval and without consent of any beneficiary,
(f) to file any federal income tax return for any year for which I have not filed such return
prior to my death,
(g) to make distributions in cash or in kind, or in both, and to determine the value of any
such property,
(h) to employ any attorney, investment advisor, or other agent deemed necessary by my Co-
Executors; and to pay fi.om my estate reasonable compensation for all their services,
(i) to conduct alone or with others, any business in which I am engaged in, or have an
interest in at time of my death, and
(j) to receive reasonable compensation in accordance with their standard schedule of fees in
effect while their services are performed.
-3-
IN WITNESS WHEREOF, I, ETHEL E. BUCHENAUER, hereby set my hand to thismy
Last Will and Testament, on ,, 1999, at Harrisburg, Pennsylvania.
ETHEL E: BUCHENAUER
In our presence, the above-named ETHEL E. BUCHENAUER signed this and declared this
to be her Last Will and Testament and now at her request, in her presence, and in the presence of
each other, we sign as witnesses.
_Name Address
-4-
I, ETHEL E. BUCHENAUER, Testatrix, who signed the foregoing instrument, having been
duly qualified according to law, acknowledge that I signed and executed this instrument as my Will,
and that I signed it willingly as my free and voluntary act for the purposes therein expressed.
Sworn to or affirmed and
acknowledged before me by
ETHEL E.BUCHENAUER, the Testatrix
on Y5 '/7 1999.
- ..'- E'THEL E. BUCHENAUER
Notarial Seal
Marielle F. Hazen, Notary Public
MLO_wer Paxton Twp., Dauphin County
y t;ommission Expires Sept. 23, 2002
We, the undersigned witnesses who signed the foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the Testatrix sign and execute this
instrument as her Will; that she signed and executed it willingly as her fi'ce and voluntary act for the
purposes therein expressed; that each of us in her sight and hearing signed the Will as witnesses, and
that to the best of our knowledge, that she was at that time eighteen (18) years or more of age, of
sound mind, and under no constraint or undue influence.
Sworn to or affirmed and
subscriJa.ed to before me
by ,.. "(~)~ ~ ,.~~
and tt~is~'t3 ~q', ~tc~,9~ , _ Witness
witnesses, on -~~/~ ,1999.
Not~ Vubl~ ' / ~
Notarial Seal
Martelle F. Hazen, Notary Public
MLvO_Wer P'~x. t.on Twp., Dauphin County
y uommlsslon Expires Sept. 23, 2002
-5-
Hoffman-Roth Funeral Home, Inc.
219 North Hanover Street
Carlisle, PA 17013
(717)243-4511
January 17, 2003
Peter J. Buchenauer
150 Pine Hill Road
Carlisle, PA 17013-
The Funeral Service for Ethel E. Buchenauer 13932-8
We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please
feel fi'ce to contact us if you have any questions in regard to this statement.
THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT,
AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS.
OUR SERVICE:
Traditional Funeral Service Package $3490.00
FUNERAL HOME SERVICE CHARGES . ,
........... $3490.00
SELECTED MERCHANDISE:
Sterling 18 ga Steel Casket $1785.00
Continental Interment Receptacle $ I 170.00
THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE
THAT YOU HAVE SELECTED $6445.00
Cash Advances
Opening Grave.
........................ $750.00
Newspaper Obituary Notice.
.................... $81.40
Clergy Offering $100.00
Certified Copies of Death Certificates
.................. $20.00
Flowers . . . $177.02
Hairdresser $30.00
TOTAL CASH ADVANCES AND SPECIAL CHARGES ........ $1158.42
Total
Total Cost
.......................... $7603.42
History
01/17/2003 Peter Buchenauer Gm # 21333 $141.03
01/17/2003 Unity financial Life Ins. Co. $-7744.45
TOTAL AMOUNT DUE $0.00
This statement is net and payable in full within 30 days of receipt.
Please return this portion with your Remittance
$. Amount Enclosed Service ID # 13932-8
Ethel E. Buchenauer
Remit To:
~.~::~:~,:~,~:: ,,~;~:(~ , ,~~~ James R. Inc.
CEMETERY:
ETHEL BUCHENAUER OBERLIN CEMETERY
90 PINEHILL ROAD OBERLIN, PA
CARLISLE, PA. CHURCHVI LLE ~EM.
17013
Salesman# JAMES R. GINGRICH COMPLETION
'FAMILYNAME 10/01/99 TERR# 001
Monument
320.00
FOR BUCHENAUER MEMORIAL
FOUNDATION 320.00
65.00
Total 385.00
(~hank !/ou ve~ much for ~tour order, a,',,a. Totll 385.00
~CE CrinGE
1-1'~rmon~(ANN~LPERCENT~E~OF 1,%)onchmges~r INVOICE ass oo
~ d~s. ~1 ~ll~or ~d a~r~ ~ ~e ~e ~ ~e purch~r. '
ORDER~ O~~nd yell~ ~py ~th payment. ~ ORDE~[ 00016781
d of Payment Check: 1658 CRESSCARE MEDICAL
l'ypc R~l~rcm'c Otisinul .Amt. i}alanct' Duc I)l~aunt Payment
2<~[~ Bili 65.81 65.81 {>~ 81
Check Amonnl b5 81
n- C'atlinlc ~ D{).'; 1~,,., ,. hilling unaM.~Uzncd/pymt ~:nt In un inslcad ~5.~i
'RCH OF CHRIST HOMES REMITTANCE ~OV'C~ 0054
2
9
ENT REFUND 05/29/2003 5~-6 I 863. 863 60 '
WALl) HOME '
BUCHENAUER
!1
PATIENT.. BUCH~.NAUER B~R~: 092716
CLAIN t 3267090093500
1
ii EXPLANATION OF CODES
401 $ 1,33q,81
The provider chosen is non-participat~ng, Therefore. the a~ount(~s) sho~n aboveand
THE 2002 STOP LOSS OF 0.00 FOR ETHEL IS SATISFIED.
I III III II III I II IIII II II III ~So~1
Register of Wills of CUMBERLAND County, Pennsylvania
Certificate of Grant of Letters
No. 2003-00475 PA No. 21-03-0475
ESTATE OF BUCHENAUER ETHEL Z
Late of CARLISLE BOROUGH
Deceased
Social Security No. 195-07-5353
WHEREAS, gUCHENAUER ETHEL Z late of CARLISLE BOROUGH
CUMBERLAND COUNTY , died on the 8th day of January 2003;
and
WHEREAS, the grant of letters of administration
is required for the administration of the estate.
THEREFORE, I, DONNA M. OTTO , Register of Wills
in and for the County of CUMBERLAND , in the
Commonwealth cf Pennsylvania, have this day granted Letters of Administration
to LININGER ERMA B
who has duly qualified as administrator(rix) of the estate
of the above named decedent and has agreed to administer the estate according
to law, all of which fully appears of record in my Office at CUMBERLAND
COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA.'
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my Office on the 10th day of June 2003.
~eglsu~r o$
**NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) -
iii , III I I I I ': -
RECEIPT FOR PAYMENT
Cumberland_County - Register Of Wills Receipt Date 6/10/2003
Hanover and Hiqh Street Receipt Time10:33:54
Carlisle, PA I7013 ~ Receipt No. 1033098
BUCHENAUER ETHEL Z
File Number 2003-00475
Remarks ERMA B LININGER
JA
Distribution Of Receipt
Transaction Description Payment Amount Payee Name
LETTERS ADM ISSUED 18.00 CUMBERLAND COUNTY GENERAL FUN
RENUNCIATION HEIRS 5.00 CUMBERLAND COUNTY GENERAL FUN
SHORT CERTIFICATE 3.00 CUMBERLAND COUNTY GENERAL FUN
JCP FEE 10.00 BUREAU OF RECEIPTS & CNTR M.D
Cash ~36.00
Total Received ......... 36 00
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 003258
LININGER ERMA B
90 PINE HILL ROAD
CARLISLE, PA 17013
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
........ fold ..........
101 ~61.00
ESTATE INFORMATION: SSN: 195-07-5353
FILE NUMBER: 21 03-0475
DECEDENT NAME: BUCHENAUER ETHEL Z
DATE OF PAYMENT: 11/20/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 01/08/2003
TOTAL AMOUNT PAID: $61.00
REMARKS: ERMALININGER
CHECK#4513
INITIALS: DO
SEAL RECEIVED BY: DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COHHONNEALTH OF PENNSYLVANZA
BUREAU OF ZNDZVZDUAL TAXES DEPARTHENT OF REVENUE
ZNHERZTANCE TAX DZVZSION
DEPT. 180601
HARRZSBURG, PA 17118-0601 NOT/CE OF ZNHERZTANCE TAX
APPRAISEHENT, ALLONANCE OR DZSALLO#ANCE
OF DEDUCTZONS AND ASSESSNENT OF TAX REV-1~47 EX AFP
::::i ~_ ~ ::C~ Of DATE 01-12-200~
'~ ~V~JS ESTATE OF BUCHENAUER ETHEL Z
DATE OF DEATH 01-08-2003
FILE NUNBER 21 03-0q75
'04 FEB 15 &8:30 COUNTY CUMBERLAND
ERMA LININGER ACN 101
90 PINE HILL RD
CARLISLE P,~:.~O*~ ,:,:~:/~ ~0~ Amoun~ Remi~ed
Cum~-ia~u Co., PA
HAKE CHECK PAYABLE AND RENZT PAYHENT TO:
REGISTER OF HILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THZS LZNE ~ RETAZN LO#ER PORTZON FOR YOUR RECORDS
REV-1547 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSENENT, ALLOHANCE OR DZSALLO~ANCE OF DEDUCTZONS AND ASSESSNENT OF TAX
ESTATE OF BUCHENAUER ETHEL Z FZLE NO. 21 03-0~75 ACN 101 DATE 01-12-200~
TAX RETURN NAS: (X) ACCEPTED AS F/LED ( ) CHANGED
RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R.al Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credAt to your account,
$. Closely Held Stock/Partnersh/p /nterest (Schedule C) (3) .00 submit the upper port/on
q. Hortgagos/Notes Receivable (Schedule D) (~) .00 of this form with your
E. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) ($) 9z51~.00 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Asse~s (8) 9,51~.00
APPROVED DEDUCTZONS AND EXENPT/ONS: 8,168.00
9 Funeral Expenses/Adc. Costs/Nisc. Expenses (Schedule H) (9)
~0 Debts/Nortgege Liabilities/Liens (Schedule Z) (10) .00
11 Tote1 Deductions (11) B.]~B-~
12 Net Value of Tax Return (12) 1,3~6.00
1S Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) .00
1~ Net Veluo of Estate Sub,oct to Tax (1~)
NOTE: If an assessment ~as issued previously, lines 14, 15 and/or 16, 17, 18 and 19
reflect figures that lnclude the total of ALL returns assessed to date.
ASSESSNENT OF TAX:
15. Amount of Line 1~ at Spousal rate (15), .00 X O0 = .00
16. Amount of Line lq taxable at Lineal/Class A rata (16), 1,3q6.00 x 0~5 = 61.00
17. Amount of Llne lq et Slbllng re~e (17), .00 x 12 = .00
18. Amount of Line lq taxable at Collateral/Class B rate (18) .00 X 15 : .00
19. PrincipaZ Tax Due (19)= 61.00
TAX CREDITS:
PAYHENT RECEZPT DZ$COUNT
ANOUNT PAZD
DATE NUNBER ZNTEREST/PEN PAZD
11-20-2003 CD003258 .00 61.00
TOTAL TAX CREDZT I 61.00
BALANCE OF TAX DUEl .00
ZNTEREST AND PEN. .36
TOTAL DUE .36
TF pATD AFTER DATE INDICATED, SEE REVERSE ( ZF TOTAL DUE TS LESS THAN $1, NO PAYHENT 1S REI~UTRED.
FOR CALCULATZON OF ADDZTIONAL TNTEREST. TF TOTAL DUE TS REFLECTED AS A "CREDTT" (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE S/DE OF THTS FOR" FOR TNSTRUCTTONS.,
RESERVATION: Estates of decedents dying on or before December 12, 198Z -- if any future interest in the estate is transferred
in possession ar enjoyment to Class B (collataral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Coamonwaalth hereby expressly reserves the right to appraise and assess transfer Inheritanca Taxes
at the lawful Class B (collateral) rate on any such futura interest.
PURPOSE OF
NOTICE: To ~ulfit1 the requirements of Section Z140 of the Inharitanca and Estate Tax Act, Act Z3 of ZOO0. (TZ P.S.
Section 91~0).
PAYMENT: Detach tha top portion of this Notice and submit with your payment to the Register of #llls printed on the reverse slde.
--Hake check or money order payable to: REOISTER OF NILES; AGENT
REFUND (CE): A refund of a tax cradit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications are available at the Office
of the ~egister of Nills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour
answerihg service for forms ordering: 1-800-36Z-2050; ~.ervices for taxpayers with special hearing and / or
speaking needs: 1-800-447-30Z0 (TT only).
OBJECTIONS: Any party in interest not satisfied with tha appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must ob]act within sixty (80) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. Z81021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to fha Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Ravenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dapt. leO601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administrativaly correctable errors.
DISCOUNT: If any tax due is paid within three (3) calendar months altar the decedent's death, a five percent (SI) discount of
the tax paid is allowed.
PENALTY: The 15Z tax amnesty non-participation penalty is computed on tha 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 appaalable in tha same manner and in the the same time period as you mould appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of dalinquancy, or nine (9) months and Dna (1) day free the date of
death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interast at the rate of
six (6Z) percent par annum caZcuZated at · daily rate of .00016~. All taxes which became delinquent on and after
January l~ 198Z will bear interest at a rate which will vary from calendar year to colander year with that rate
announced by tha PA Department of Revenue. Tho applicable interest rates for 1982 through 2003 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20Z .000548 1987 9Z .000247 1999 7Z .00019Z
1983 16Z .00D~38 1988-1991 11Z .000301 ZOO0 8Z .O00Z/9
198~ ZZZ .000301 1992 9Z .000247 2001 9Z .000247
1985 132 .000356 1993-1994 72 .00019Z ZOOZ 62 .00016~
1986 102 .000274 1995-1998 9Z .000247 2003 5Z .000137
--Interast is celculatad as follows:
INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes dalinquent 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.
STATUS REPORT U2qDER RULE 6.12
Date of Death: /'- F'"~
Pursuant to Rule 6.12 of the Supreme Cou~ OChmns' Com~ R'des, I repo~ ~e
follo~g wi'& respect to completion of ~e aflmi~s~afion of ~e above-captioned estate:
1.State whe~er a~inis~ation of~e estate is complete:
Y~s~ No~
2. ~ ~e ~swer is No, state when ~e personal representative re~onably beheves
~at ~e a~m~ni sWation ~ be complete:
3. ~ ~e ~swer to No. 1 is Yes, state ~e follow,g:
a. Did ~e personal r~resenmfive ~e a ~M accost wi~ ~e Co~?
Yes _ No ~
b. The s~ate OCh~' Co~ No. (iffy) for ~e personal rq~resentafive's
accomt is:
c.Did ~e personM represen~ve state ~ accost ~omMly to ~e p~es
~ ~terest? Yes ~ No ~
c. Copies of receipts, rele~es, jo~ders ~d approv~ of focal or
~o~al acco2B may be filed M~ ~e Clerk of~e ~h~s' Co~
~d may be a2ached to ~s report.
Silage
, Ad,ess
· 'f': T~lephone No.
~ Co~seI for personal representative
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 12/01/2004
LININGER ERMA B
90 PINE HILL ROAD
CARLISLE, PA 17013
RE: Estate of BUCHENAUER ETHEL Z
File Number: 2003-00475
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 will become delinquent on: 1/08/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge