HomeMy WebLinkAbout03-0529
PETITION FOR GRANT OF LETTERS
Estate of BRUCE E. MARTIN No. ~\- o3-5a9
also known as
, Deceased Social Security No. ~ - ~
NANCY J. HAMMAN
Petitioner(s). who is/are 18 years of age or older, apply)ies) for :
(COMPLETE "A" OR "B" BELOW:)
Gl A. Probate and Grant of Letters and aver that Petitioner{s} is/are the execut RIX named in the Last Will of the
Decedent, dated 8/3/00 and codicil(s} dated
EMAlINE R. MARTIN DIED 11/29/01
State relevant circumstances, e.g., renunciation. death of executor. etc
Except as follows. Decedent did not marry, was not divorced and did not have a child bom or adopted aftet execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incapacitated:
. /
0 8. Grant of Letters of Administration
(c.I.a., d.b.n.c.ta.: pendente lite. durante absentia; durante minoritate)
Petitioner(s) after a proper search haslhave ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
I Name Relationship Residence I
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in CUMBERLAND County, Pennsylvania. with hislher last family or principal
residence at 25 MCCULLOUGH ROAD, PENN TOWNSHIP, SHIPPENSBURG, PA 17257
(list street. number and municipality)
Decedent, then 88 years of age, died JUNE 10 ,2003 ,at 25 MCCULLOUGH RD SHIPPENSBURG PA
(location) ~~
Decedent at death owned property with estimated values as follows:
(if domiciled in PA All personal property ......................................... $ S88,BBB.86
(if not domiciled in PA Personal property in Pennsylvania .................... $
(if not domiciled in PA Personal property in County .............................. $
Value of real estate in Pennsylvania ........................................................................................ $ iDO,OOO.OO
Total .......................................................................,...............,..........................,.. $ '-. -::::"
- --
-
Real Estate situated as follows: PENN TOWNSHIP. SOUTH NEWTON TOWNSHIP, CUMBERLAND COUNTY tN
~"I ~..
Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in
the appropriate form to the undersigned:
Typed or printed name and residence
NANCY J. HAMMAN
131 QUARRY HILL ROAD SHIPPENSBURG PA 17257
Oath of Personal Representative
Commonwealth of Pennsylvania
County of CUMBERLAND
The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the
Decedent, Petitioner(s) will well and truly administer the estate according to law.
Sworn to and affirmed and subscribed )( ~~~~ l/a/7J~ Oc
~ LD-fu NA CY J. A AN ,- ..".~ 8 :0
before me this day of :.::: (~,~ :O,()
~'i ::-. j~? r~,
CT "
JUNE. 2003 c...... ,.
-,~. ........
~~~~~ :z:
N
0'\
:3
N ~'" -) ,"
"'CO::. . ';'::r,
DECREE OF REGISTER ......
Estate of BRUCE E. MARTIN Deceased NO.-d.\ - 03 - 5a9
also known as
Social Security No: Date of Death: 6/10/03
AND NOW, JUNE 30 . 2003 , in consideration of the Petition on the
reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters IX) Testamentary 0 of Administration ((c.I.a., d.b.n.c.l.; pendente lite; durante absentia; durante minoriate)
are hereby granted to NANCY J. HAMMAN
in the above estate and that the instrument(s), if any, dated AUGUST 3, 2000
described in the Petition be admitted to probate and filed of record as the Last Will of Decedent.
FEES
Letters ............,. ..... ...... ,..... ..... $ .115 .00 ~~~~~('.r~ f"'-~
Short Certificates(s) ............... $ \S.CO
Renunciation .......................... $
Extra Pages ( ) ............... $ LP . t)J
................................................ $
I.T.R..........,.,....,..................... $ Signature
JCP Fee ................................. $--1rJ ,l'/:) Attorney: SALLY J. WINDER
Inventory............................... . $ I.D. No: 24705
Other .............~......... $ \ .~D Address: 9974 MOLLY PITCHER HIGHWAY
SHIPPENSBURG PA 17257
TOTAL .............................$ 4-l1.SD Telephone: 717 532-9476
DATE FILED: 6/26/03
HI05.805 REV 9/86
This 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 9374064 - fu,<1? /,~ Wv"3
No. V Date
H105.144 Rev. 1191 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
TYPElPRINT CERTIFICATE OF DEATH
IN 1129-044 (Coroner)
PERMANENT ST,(J"E FILE NUMBER
BLACK INK SEX ~AL SECURITY NUMBER D.qE OF DEATH (Month. Day, Year)
E. Martin ., Male 3. 202-20-6880 c, June 10, 2003
UNDER 1 DAY DATE OF BIRTH
Hou.. Mlnutos (Montn, Day, '1Mr)
;::;ifYlD
RACE. American Indian, Bt8ck, While. atc.
(Specify)
Ie, Whi te
DECEDENT'S USUAl OCCUPRION MARITAl ST,(fUS. Married SURVIVING SPOUSE
(~,~~~~:O~u~r~r~or Never Married. Widowed, (II wile, give maiden name)
Divorced (Specily)
. 11 Self Employed 1.. Dairy Farmer 1C. Widowed
DECEDENT'S MAILING ADDRESS (Street. Cilyflbwn. SUIte. Zip Code) DECEDENT'S He.1X} ~,decedentllYedi" Penn Twp.
ACTUAL 17.. Stat_ ""' Iwp.
25 McCullough Road RESIDENCE decedent
(Seein8lIucti0n6 live in.
1.. Shippensburg. PA 17257 on other side) CUmberland Iown8hip? 17d.D =~'=~I=OI
17b.Co citylboro.
FATt-ER'S NAME (First, Middle, Last) MOTHER'S NAME (Firlt, Middle, Maiden Surname)
11, Charles Martin ,.. Mary Gettle
INFORMANT'S NAME (TypelPrint) INFORMANT'S MAIUNG ADDRESS (SlrHl, C~yfTown, Slate, Zip Code)
Nancy J. Hamman 131 Quarry Hill Road, Shippensburg, PA 17257
METHOD OF DISPOSITION PLACE OF DlSPOSrrlON . Name of Cemetery. CAmUItoty LOCATION. CltyfTown. State, Zip Code
Burial []: Cremation 0 or Other Place
0
w Other (Specifyl .,..Spring Hill Cemetery Shippensburg, PA 17257
(/) 21d.
::> LICENSE NUMBER NAME AND ADDRESS OF FACILITY
(/)
" 012984-L ..., Fogelsanger-Bri.cKer F.H. Inc., SHi.}:PE!I'lSI::urg, PA 17257
::; Ub,
" belt of m)' knowledge. Math occunedat the ti..... date and ptece Itated, LICENSE NUMBER DATE SIGNED
nalure8ndTitle) (Month, Day, Year)
"., 230.
Aprx. DATE PRONOUNCED DEAD (Month, Day, 'l8ar) MS CASE REFERRED 10 :D~ EXAMINER/CORONER?
2:00 P M. June 10, 2003 NoD
.C, 25. ...
27. PART I: Enter the diHues, injurill!tS or complications which caused the death, 00 not enter the mode of dylng..UCh a. cardiac or respiralory arrest. shoc:lI; or heart failure .Approxlmate PART II: OCher slgnifiCant conditions conIribuling 10 death. but
List only OM cause on each line, : InteNal between not resulting in the underlying cause given in PART I.
lonset and dNlh
.. Occlusive Coronar Disease i
DUE 10 (OR AS A CONSEQUENCE OF)' ,
.. :
DUE 10 (OR AS A CONSEOUENCE OF): I
.. i
DUE 10 (OR AS A CONSEQUENCE OF): I
,
I
..
WERE AUTOPSY FINDINGS MANNER OF OEATH DME OF INJURY TIME OF INJURY INJURY AT WORK?
~ILABLE PRIOR TO (Momh, Day, Year)
COMPLETION OF CAUSE ~ D
OF DEATH? Natural Homicide
vaaD No D Accidant D Pendlnglnves1igatlon D 3Gb. M.
D o PLACE OF INJURY. At home, limn, rtrHt, laclory, offICe
Suitlde Could not be determined building. a1c. (Specify)
210, 'Ib. ... -,
CERTIFIER (Check only one) Chief Deputy
"CERTIFYING PHYSICIAN (Physician certifying cause ol death when another physician has pronounced death and completed "em 23)
To the-. ot my knowledge, duthOCCurredduetothecauM(.).nd....nner...tated....,...,."....,......,..........."..,.......,..... Coroner
0- DATE SIGNED (MonIh, Day, 'Alar)
Z
W "PRONOUNCING AND CERTIFYING PHYSICIAN (Physician both pronouncing death and cer1i1yinglo C8U88 of death) June 11 2003
0 o 31c. 31d.
W To lhebulofmyknowledge, dnth occurNd.. thettme. dWl, andptace, anddw 10 the C8UM(a) and ...,..,..iItatH..... ,.... , ... ....,......
frl NAME AND ADDRESS OF PERSON WHO COMPLETED CAUSE OF DEATH
0 'MEDICAL EXAMINERICORONER ('.m27)Typeo<Prinl Todd C. Eckenrode, Chf. Dep. Coroner
~ On the b.... of .x.mlnllt~ and/or Inveatl"atlon,ln my opInkm. death CM:CUrred a1 the time, d.... and place, and due to the cauaefe) and ~ 32, 6375 Basehore Rd., Suite III
w tnInner......ect,.......................,.....................................,................................... . Mechanicsburg, Pa. 17050
,. 31..
"
Z REGISTRAR'S SIGNATURE AND NUMBER ~ ~~ I ~I onE FILED (Month,
...
~ ~- C3- 5JS
oc: 8 ::o$'
== (~~
~:;1 OJ \';
cr" U-;J C
,I .
(1' . '- ~(j :p
2
~ '....,'
N
0\
i..:) :g f:.~. i:~:
N
1,1,. C'
)i- .:: -
-
,
. .
&t Will and g e6tanunt ot
9J1ULCe E.. ~
I, BRUCE E. MARTIN, of Penn Township, Cumberland County, Pennsylvania, being of
sound mind and memory declare this to be my Last Will and Testament and revoke any will or
codicil previously made by me.
ITEM I: I direct that all my just debts and funeral expenses, including my gravemarker
and all expenses of my last illness, shall be paid from my residuary estate as soon as practicable
after my decease as a part of the administration of my estate.
ITEM II: I give, devise and bequeath all of my estate of every nature and wheresoever
situate to my wife, EMALINE R. MARTIN providing she shall survive me by thirty (30) days.
ITEM ill: Should my wife, EMALINE R. MARTIN predecease me or die on or
before the thirtieth day following my death, I give, devise and bequeath the property located on
Horsekiller Road in South Newton Township, Cumberland County, Pennsylvania, to my
grandson, EARL E. HAMMAN, his heirs and assigns.
ITEM IV: Should my wife, EMALINE R. MARTIN predecease me or die on or
before the thirtieth day following my death, I give, devise and bequeath all of the rest, residue and
remainder of my estate of every nature and wheresoever situate to my daughter, NANCY J.
HAMMAN, her heirs and assigns.
. . ~
ITEM V: I direct that all taxes that may be assessed in consequence of my death, of
whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as
part of the expenses of the administration of my estate.
ITEM VI: I appoint EMALINE R. MARTIN executrix of this, my Last Will and
Testament. Should she fail to qualifY or cease to act as executrix, I appoint NANCY J.
HAMMAN executrix of this, my Last Will and Testament.
ITEM Vll: I direct that my executrix or her successor shall not be required to give bond
for the faithful performance of her duties in any jurisdiction.
IN WITNESS WHEREOF, I hereunto set my hand and seal to this my Last Will and
Testament, written on Two (02) sheets of paper, dated this ~ day of AUGUST, 2000.
k,~.-f J ~~EAL)
BRUCE E. RTIN
The preceding instrument, consisting of this and One (01) other typewritten page, each
identified by the signature of the testator, BRUCE E. MARTIN, was on the day and date thereof
signed, published and declared by BRUCE E. MARTIN, the testator herein named, as and for
his Last Will, in the presence of us, who, at his request, in his presence, and in the presence of
each other, have subscribed our names as witnesses hereto.
C'1'I\~ a ma.N~reSidingat ~~ .{po--
11~ N~a.- residing at ~ j /'~f ~
2
.
COMMONWEALTH OF PENNSYLVANIA :
: SS
COUNTY OF CUMBERLAND .
.
We, BRUCE E. MARTIN, the testator in, and the undersigned witnesses to, the will, the
attached or foregoing instrument, who have signed the instrument, having been qualified
according to law do depose and say:
(a) that I, the testator, do hereby acknowledge that I signed the instrument as
my will, that I signed it willingly and as my free and voluntary act for the purposes
therein expressed; and
(b) that we, the witnesses, were present and saw the testator sign and execute
the instrument as his will, that he signed it willingly and executed it as his free and
voluntary act for the purposes therein expressed; that each of us in the hearing and
sight of the testator signed the will as a witness and that to the best of our
knowledge the testator was at that time 18 or more years of age, of sound mind
and under no constraint or undue influence.
~~~ G (c7fvt~
,
BRUCE E. MARTIN
E"/11~ ~ W10A{~
Witness
!J~ #~a -
Witness
Subscribed to and subscribed or
affirmed and acknowledged before me
by BRUCE E. MARTIN, the testator / testatrix
and the witnesses whose names are signed above \
this ~/'~ day of AUGUST, 2000. "
~JW~
Notary ~lic
NotarfaJ Seal
ShIP~~(g~~rc=~11c
My mmlsslon Expires Feb. 13~
r
. <-
. \.
aC:~
,- ,',.." 8
~ (~;
:-:l ':"'.
r,',,- ~
fl.) '-
- c:=
..,:;;.
N
O"l
:g
N
.:...:.. '~:
--"
r~-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: BrUCL 2, muh~
Date of Death: ,-J{V\~ 10 I 2-0{)3
I Will No. Admin. No. d.J - D3-5J-1
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 44 0 .~ :
Name Address
~ ~ j !:k',"'c!l= 13/ RaP-~~.fl ~ <) 4rn1~,f-A
GL( L=_Jkt'Y\ mM-\ 11 Ike v~LLII 'tl ~1'~.shtNd II
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
{., ~{/U .~
Date: 2\ \<1 \O~ 2Y?,Jj
\ \ . . 0
SIgnature
Name Stc I \~ J, ~\J(~'(
f~
CO Address qC; 74 /l'1 0 III YJz~
:L~~i c;:? t=:;(
:::ic.:
- .:J ~~rc~l,U<"6 fA
0.. ' ~ ... I 7J-C;-7
.. 0
) 0'\ :(J
....
ffi Telephone 0 {1 S-3 2--t:j L} I 10
u.. , ,i;
p ~. ..l.")
"I,.,. ,._
.~..- ~ Capacity: _ Personal Representative
!.1,) :;:'
.:JU
~Counsel for personal representative
RE\f-1500 EX + (&.00) REV-1500 OFFICIAL use OM. y
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN ._--~-
DEPT. 280601 FILE NUIlBER
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 2 1 - 0 3 0 5 2 9
-cooifucooe ~- - - iMiiiR--
IlECEIlEN1'S NAME (lAST. ARST, AND MIDDlE INITlAlj SOCIAl SECURITY NUMBER
I- MARTIN BRUCE E.
Z 2 0 2 - 2 0-6 8 8 0
W DATE OF DEATH (MM-IlD-V..., DATE OF BIRTH IMM-IlD-V"" THIS RETURN MUST BE FUD IN DUPUCATE WITH THE
C
w 06/10/2003 06/27/1914 REGISTER OF WILLS
()
W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, ARBT, AND MIDDlE INITIAl.) SOCIAL SECUR1TY NUMBER
C
- -
I!! 00 1. 0r\l1naJ Relum o 2. Supplemental Return o 3. RemainderRetum (dIIeol'dealipriorlD12-13-82)
d~ 04.LImltedEstale o 48. Furore Interest Compromise (dale ofdulllal\lr12-1U21 o 5. Federal Estate Tex Relum Required
"0 o 7.DecedentMainlainedaLlvingTrust~""'OfT""'l
G~iil 06.DecodentDIedTestate-."",,,""J _ 8. Total Number 01 Safe lleposit Boxes
o 9, UlIgaIloo Proceeds RaceiYad o 10,SpousaJPovertyCredR(.."...._'12."."'"".,-95) o 11. EIactIon 10 tax under See. 9113(A)-....0)
NAME COMPLETE MAILING ADDRESS
SAllY J. WINDER 9974 MOllY PITCHER HIGHWAY
FIRM NAME (W ApplicabIeI
TELEPHONE NUMBER
SHIPPENSBURG PA 17257
486,660,00 OFFICIAL USE ONLY
1. Real Estale (Schedule A) (1)
-~....--
2, Stodcs and Bonds (Schedule B) (2) ~~\.':'
~- r 5S2
::$ .
3. CIoaeIy Held Corporation, Par1nOlShip '" SoIe-Proprlelurship (3) T'
4. MoI1gages & _ Receivable (Schedule D) (4) c')
C']
-1
5. Cash, Bank DepoelIs & Miaceianeous Personal Property (5) 2,828.67 N
(Schedule E) <Xl
Z 55~:453.851~
0 6, JoInUy Owned Property (Schedule F) (6)
5 o Sapara/e BlIIlng Requested
7,lnter-Vivos Transfers & Miscellaneous Non-Probate Property . I:::::;
:;) (7) L.._____________._
I- (Schedule G '" L)
it 1.046,942.52
c( 8, TalaIGrossAs_ (1oIa1LInes 1-7) (8)
() 102.906.94
w 9, Funeml Expenses & Admlnlslratlve Costs (Sdledule H) (9)
It:
10, 0ebIs 01 Dec:8denL MoI1gage Liabilities, & Liens (Schedule I) (10) 3,925.15
11, T alai Deductlono (1oIal Lines 9 & 10) (11) 106.832.09
12. Net Value of Estatll (LIne 8 minus line 11) (12) 940,110.43
13, Charitable and GovernmentaJ 8eques1s1Sec9113 Trusls forwhk:l1an election 10 lax has not been (13)
made (Schedule J)
14. Net VI'" Subjoc! to Tax (Line 12 nlnUS Line 13) (14) 940.110.43
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
Z 15. Amount of line 14 _ at the spousal tax
0 "Ie. '" Inlll.lers under See. 9116 (aK1.2) 940.110.43 X .045 (15) 42.304.97
j:
:5 16. Amount of line 14 taxable alllneal..1e X_(16)
:;)
Q. 17. Amount of line 14 taxable at.IbIIng..1e X .12 (17)
::e
0 18. Amount of line 14 taxable at_,..te X .15 (18)
()
~ 19. TIl Due (19) 42.304.97
20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYI,IENT
Ut:...
Decedenfs Complete Address:
STREET ADDRESS
25 MCCUllOUGH RD
CITY SHIPPENSBURG I STATE I ZIP
PA 17257
Tax Payments and Credits: 42,304,97
1. Tax DtJe(Page 1 Une 19) (1)
2. CreditslPayments
A. Spousal Poverty Credit
8. Prior Payments
C, Discount
Total Credits (A +8 +C) (2)
3. InterestlPenalty ff applicable
0, Interest
E, Penalty
TotallnterestlPenalty ( 0 + E) (3)
4. If Une 21s greater than Une 1 + Une 3, enter the difference. This Is the OVERPAYMENT.
Check box on Plge 1 Line 20 to request a refund (4)
5, If Une 1 + Une 3 is greater than Une 2, enter the difference. This is Ihe TAX DUE. (5) 42.304.97
A. Enter the interest on the tax due, (SA)
B. Enter the total of Une 5 + SA. This is the BALANCE DUE. (58) 42,304.97
Make Check AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN .J(" IN THE APPROPRIATE BLOCKS
1, Did decedent make a transfer and: Yes No
a, retain the use or Income of the property transferred; ........................................................................... D 00
b, retain the rightto designate who shall use the property transferred or its income; ........................................ D 00
c, retain a reversionary interest; or ...................................................................................................... D 00
d. receive the promise for tffe of either payments, benefits or care? ............................................................. D 00
2, ff death occurred after December 12, 1982, did decedent transfer property within one year of death 00
without receiving adequate consideration?........... ................. ................ ....."".........."................",.. ........ D
3, Did decedent own an 'in trust for" or payable upon death bank accounl or security at his or her death? ................. D 00
4, Did decedent own an individual Retirement Account annuity, or other non-probale property which 00
contains a beneficiary designation? .........,......"....,.....,...................."..........,.....,................................... D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN.
of
PA
SlGNATU 61.{
ADDRESS
PA 17257
:-Sni~~~jr~' ,;'}~:~: ~ ~ - '" - ~- .. '::':,": - .~)"'-~ -~ ~ ,~ ;"4' 37:::;'.;."";'....7"'::; ,.,.,.,"'; .-......'.."... '.",- '''~ ."
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, ~116 (a) (1.1) (iill.
The statute does not exernet a transfer 10 a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even ff
the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% {72 P,S, ~9116(a)(l,2)).
The lax rate imposed on the net value of transfers to or for the use of the decedenrs lineal beneficiaries is 4.5%, except as noted in 72 P,S, ~9116(1.2) {72 P.S. ~ll6(a)(l)),
The tax rate imposed 01\ 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,
""'IWEx"'''''. SCHEDULE A
REAL ESTATE
COMMONWEAlTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
ESTATE OF FILE NUMBER
MARTIN BRUCE E 21 03 0529
AD rvaI pnIperty owned solely or as a Ianant In common must be I1lpClrlad at lair markal valuo. Fair market value is defined as the price al wI1ich property would be excharged
between a wiUlng buyer and a willing seier, .- being compelled to buy Ill' seI~ boIh having reasonable kna.vledgo of lholOlevant 1acIs, Real property which Is jolntly-GWllO!! wfth right of
SUrvlvOllhiD most be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1, 17 HORSEKlllER RD, SOUTH NEWTON TOWNSHIP, CUMBERLAND CTY. PARCEL 110,420.00
NO. 41-12-0326-039, PER DEED DATED 8/22/91 RECORDED IN DEED BK 35-G-968,
ASSESSED VALUE
2. 25 MCCULLOUGH RD, SOUTH NEWTON TOWNSHIP, CUMBERLAND CTY, PARCEL 165,480.00
NO. 31-11-0302-002. PER DEED RECORDED IN CUMBERLAND CTY DEED BOOK
18-S-541. ASSESSED VALUE
3. 131 QUARRY Hill RD, SOUTH NEWTON TOWNSHIP, CUMBERLAND COUNTY, 210,760.00
PARCEL NO. 31-11-0302-004, PER DEED RECORDED IN CUMBERLAND COUNTY
DEED BOOK 14-J-493, ASSESSED VALUE
TOTAL (Also enler on lin01, Recapilulation) $ 486660.00
(If more space is needed, insert additional sheets of the same size)
rEV';""'.""". SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
COMMONWEAlTH OF PENNSYLVANIA
INHERlTANCHAXRETURN PERSONAL PROPERTY
RESiDeNT DeCEDENT
ESTATE OF FILE NUMBER
MARTIN BRUCE E 21 03 0529
Include the proceeds of liligation and the dala the proceeds were received by the _Ia. All proparty jolntly-ownad with the right of survivorship must be disclosed on Schadula F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1, M&T BANK, RETIREMENT ACCOUNT IN THE NAME OF DECEDENT, ACCT NO. 3.67
35004201764101, DATE OF DEATH BALANCE
2. 1989 CHEVROLET TRUCK, PA TITLE 41306169601, TITLED IN DECEDENT'S NAME 800.00
3. 1973 CHEVROLET TRUCK, GVW 26.000lBS, PA TITLE NO B25060562 1,500.00
TITLED IN DECEDENT'S NAME
4. 1983 MONARCH TRAilER PA TITLE 835759237 25.00
5. 1983 CHEVROLET CELEBRITY, TITLED TO DECEDENT 500.00
TOTAL (Also enter online 5, RecapitUlation) $ 2 828.67
(If more space is needed, insert additional sheets of the same size)
_ox."'"'. SCHEDULE F
JOINTL Y.OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOEHT DECEDENT
ESTATE OF ALE NUMBER
MARTIN BRUCE E 21 03 0529
Wan auet was made joint within one year of the decedenr. dele of death, K must be _lied on Schedule G.
SURVMNG JOINT TENANT(S) NAME ADDRESS RELATlONSHlP TO DECEDENT
A. NANCY J. HAMMAN 131 QUARRY Hill ROAD DAUGHTER
NEWVillE, PA 17241
B
c
JOINTL Y..QWNEO PROPERTY:
lETTER DATE DESCRIPTION OF PROPERTY lIOF DATE OF DEATH
TEM FOR JOINT MAllE 1_lIlIllOaI_insti~llonll1d","",account_or_lcIenIIy;vnumber._h DATE OF DEATH DECIl'S VAlUE OF
IUMIlER ~ JOIHT cleedforjointly_real_ VAlUE OF ASSET INTEREST DECEDENrS INTEREST
A, 2/25/83 M&T BANK, CHECKING ACCT 97376043 137,871.48 50, 68,935.74
! A 4/25/95 M&T CD 31003914473423, PRINCIPAL PLUS 100,048,90 50. 50,024.45
ACCRUED INTEREST
I. A 1/9/95 M&T CD 31003914465941, PRINCIPAL PLUS 200,014.14 50. 100,007.07
ACCRUEDINTERST
I. A 12/5/94 M&T CD 31003914465884, PRINCIPAL PLUS 250,141.78 50. 125,070.89
ACCRUED INTEREST
i. A 10/94 M&T CD 31003914460363, PRINCIPAL PLUS 100,167.23 50, 50,083.62
ACCRUED INTEREST
i. A 10/94 M&T CD31003914460355 PRINCIPAL PLUS 100,167.23 50. 50,083,62
ACCRUED INTEREST
, A 218100 M&T CD 31003913794862 PRINCIPAL PLUS 226,496,91 50. 113,248.46
ACCRUED INTEREST
TOTAL (Also enler on line 6, Recapitulation) $ 557453.85
(If more space is needed, insert additional sheets of the same size)
m1 M&fBank 499 Mitchell Street, Millsboro, DE 19966
August 26, 2003
Sally J. Winder
Attorney at Law
9974 Molly Pitcher Highway
Shippensburg,PA17257
RE: Estate of Bruce E. Martin
Date of Death: June 10,2003
Social Security Number: 202-20-6880
Dear Ms. Winder:
In response to your request, please be advised that at the time of death, the above-
named decedent had on deposit with this bank the following accounts.
1- Account Type........................... Certificate of Deposit
Account Number........... ............ 31003913794862
Ownership (Names of).............. Bruce E. Martin, Nancy J. Hamman
Opening Date.................... .......02/08/00
Balance on Date of Death... ... ...$226,182.98
Accrued Interest $ 313.93
Total................................... ....$226,496.91
2. Account Type........................... Certificate of Deposit
Account Nwnber....................... 31003914460355
Ownership (Names of).............. Bruce E. Martin, Nancy J. Hamman
Opening Date.................... .......10/ 14/94
Balance on Date of Death.... .....$100,000.00
Accrued Interest $ 167.23
TotaL...........................,..,., .....$100, 167.23
. Page 2 August 26, 2003
3. Account Type........................... Certificate of Deposit
Account Number.... .......... ......... 31003914460363
Ownership (Names of).............. Bruce E. Martin, Nancy J. Hamman
Opening Date.................... .......10/ 14/94
Ba/ance on Date ofDeath.........$100,000.00
Accrued Interest $ 167.23
Total..................................... ..$100, 167.23
4. Account Type........................... Certificate of Deposit
Account Nwnber....................... 31003914465884
Ownership (Names of).............. Bruce E. Martin, Nancy J. Hamman
Opening Date........ ..... .............,12/05/94
Balance on Date of Death ...... ...$250,000.00
Accrued Interest $ 141.78
Total............................,...... ....$250,141.78
5. Account Type........................... Certificate of Deposit
Account Number....................... 31003914465941
Ownership (Names of).............. Bruce E. Martin, Nancy J. Hamman
Opening Date........ ...................01/09/95
Balance on Date of Death ....... ..$200,000.00
Accrued Interest $ 14.14
Total......................,............. ...$200,014.14
. Page 3 August 26, 2003
6. Account Type........................... Certificate of Deposit
Account Number....................... 31003914473423
Ownership (Names of).............. Bruce E. Martin, Nancy J. Hamman
Opening Date........ ................. ..04/25/95
Balance on Date of Death. ....... ..$100,000.00
A=ued Interest $ 48.90
Total..........................,....... ....$100,048.90
7. Account Type........,.................. Checking Account
Account Numher....................... 97376043
Ownership (Names of).............. Bruce E. Martin, Nancy J. Hamman
Opening Date...........................01/28/80 (account closed 07/11/03)
Balance on Date of Death... .... ..$137,856.51
A=ued Interest $ 14.97
Total.................................. ....$137,871.48
8. Account Type........................... Retirement Account
Account Number....................... 35004201764104
Ownership(Namesof).............. BruceE. Martin
Opening Date......................... ..02/25/83
Balance on Date of Death. ....... ..$3.64
Accrued Interest $0.03
Total...........................,...... ....$3.67
"';"U""IWl'W SCHEDULE H
COMMONWEAlTH OF PENNSYlVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIOENT DECEDENT
ESTATE OF FILE NUMBER
MARTIN BRUCE E. 21 03 0529
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER OESCRIPTlON AMOUNT
A. FUNERAL EXPENSES:
1. FOGElSANGER-BRICKER FUNERAL HOME, FUNERAL ACCOUNT 7,491.40
2, SHUll-KOONTZ, FOOT STONE 798.00
3. SPRING Hill CEMETERY, GRAVE OPENING 600.00
B. ADMINISTRATIVE COSTS:
1, Pelsonal Representative's Commissions
Name of Personal Representative (.)
Social SeaIrIly NUmber(.) I EIN Number of Personsl Represenlatlve(.)
S__
City Slate Zip
Y..~.) CommIssIon Paid:
2, AIIDme)'Fees SAllY J. WINDER 49,875.15
3, FamBy ExampIIon: (ff decedent. add.... Is not the same a. claimant., allach explanallon)
Claimant
SIreeIAddress
City Slate Zip
Relallonshlp of Claimant to Decedent
4, PmbateFees REGISTER OF WillS, lETTERS TESTAMENTARY, FILING RETURN 495.50
5, Acoountant. Fees
6. Tax Ratum PIepa.... Fees
7, PATRICIA JACKSON MINELLI, TAX COllECTOR, 2003 CTY & TWP TAX 251.53
8. SOllENBERGER'S MESSENGER SREVICE 162.00
9. U.S. TREASURY, 2003 INCOME TAX DUE 1,207.00
10. PA DEPARTMENT OF REVENUE, 2003 INCOME TAX 451.00
11. PATRICIA JACKSON MINELLI, TAX COllECTOR, 2003-04 SCHOOL TAX 1,222,80
12. U.S. TREASURY, 2001 INCOME TAX DUE 9,338.00
13. MABEL G, STITT, TAX COllECTOR 4,166.48
14. DAVE MCBETH, REPAIR NIGHT LIGHT 146.06
15. NOl1'S ENGINE REPAIR, EQUIPMENT REPAIR 120,23
16. lITITZ MUTUAL INSURANCE, HOMEOWNERS INS. 1,234.00
17. COMMONWEALTH OF PENNSYLVANIA, CAR TITLE 84.00
18. MARTIN ROOFING SUPPLY, BARN ROOF REPAIR 3,995,51
TOTAL (Also enter on line 9, Recapitulation) $ 102906.94
(Ii more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
MARTIN, BRUCE E. 21 03 0529
Page 1
Schedule H - Funeral Expenses & Administrative Costs - B7.
ITEM
NUMBER DESCRIPTION AMOUNT
19. IRVIN MARTIN, BARN SIDING & SPOUTING REPAIR 3,940.00
20, HOOVER'S PLUMBING & HEATING, FURNACE 5,852.95
21. PATRICIA JACKSON MINELLI, 2003-04 SCHOOL TAX 1,322.02
22. MABEL G. STITT, 2004-05 TAX 4,524.19
23. lITITZ MUTUAL INSURANCE, HOMEOWNERS INSURANCE 1,252.00
24. MABEL G. STITT, TAX COllECTOR 891.19
25. PATRICIA JACKSON MINELLI, TAX COllECTOR 268,48
26. HOOVER'S PLUMBING, HORSEKlllER RD PROPERTY, FURNACE 2,955.95
27. J&S SEAMLESS SPOUTING llC, SPOUTING REPAIR 261.50
SUBTOTAL SCHEDULE H.B7 21,268.28
"';~u<x.,...' . SCHEDULE I
COMMONWEAlTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MARTIN BRUCE E. 21 03 0529
Include unrelmbumd medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1. SPRINT, 2/03 THROUGH 7/03 271.76
2. PPl ELECTRIC UTILITIES, 2/03 THROUGH 7/03 611.65
3. NATIONWIDE MUTUAL INSURANCE CO., VEHICLE POLICY PREMIUM 103.20
4. KOUGH'S Oil SERVICE, FUEL Oil ACCOUNT 952.92
5. ROOF PAINTING, OUTSTANDING ACCOUNT 1,475.00
6. MCCUNE lUMBER, MATERIALS ACCOUNT 13.89
7. lOWE'S, ACCOUNT BALANCE 390.04
8. MARTIN ROOFING, ACCOUNT BALANCE 106.69
9.
TOTAL (Also enter on line 10, Recapitulation) $ 3925.15
(~more space is needed, insert additional sheets of the same size)
lEV"."EX.i. SCHEDULE J
COMMONWEALllf OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MARTIN AD.'....'" '" '1 03 nl;?O
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(11 OF ESTATE
I. TAXABLE DISTRIBUTIONS (Include =ht ~usaI dlstrlbu1lons. and transfer.l under
See, 9116 (a (1. )1
1, NANCY J. HAMMAN DAUGHTER 100% NET ESTATE
131 QUARRY Hill ROAD
NEWVillE. PA 17241
ENTER DOLlAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-l500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS,
A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE
1,
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART n - 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)
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 004555
WINDER SALLY J
9974 MOLLY PITCHER HIGHWAY
SHIPPENSBURG, PA 17257
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
~------- fOld n__n_n_ ___nU_
101 I $42,304.97
ESTATE INFORMATION: I
FILE NUMBER: 2103-0529 I
DECEDENT NAME: MARTIN BRUCE E I
DATE OF PAYMENT: 10/28/2004 I
POSTMARK DATE: 10/28/2004 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 06/10/2003 I
I
TOTAL AMOUNT PAID: $42,304.97
REMARKS:
CHECK#151
INITIALS: JA
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WillS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA *'
DEPARTMENT OF REVENUE
xif""'.'-';'" 0"
BUREAU OF INDIVIDUAL T A \l.I.A,",.d) " NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION . , '~P~AISEHENT' ALLoHANCE OR DISALLOWANCE
PO BOX 280601 . 0 DEDUCTIONS AND ASSESSHENT OF TAX
HARRISBURG PA 17128-0601 REV-15~7 EX AFP n2-D~)
2005 JAN 10 fJ'i 9: ll8 DATE 01-10-2005
ESTATE OF MARTIN BRUCE E
CLEE\( OF DATE OF DEATH 06-10-2003
FILE NUMBER 21 03-0529
ORPKAN'S COURT COUNTY CUMBERLAND
') Ti""'" D\
SALL Y J WINDEgUiiEfFlr.:,. '. .) ,t. ACN 101
9974 MOLLY PITCHER HWY I Allount Rellitted I
'7 SHIPPENSBURG PA 17257
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
REV :is47-Eit-AFP--riir--03Y-Noi'-icE--of'-i"NHEififANcE-YAx-iipjiRAisEi,i€Ni'~--ALtiiwANcE-iiR-------------- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MARTI N BRUCE E FILE NO. 21 03-0529 ACN 101 DATE 01-10-2005
TAX RETURN WAS: (X I ACCEPTED AS FILED ( I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) III 486.660.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (21 .00 credit to your account,
3. Closely Held stock/Partnership Interest (Schedule C) (31 .00 submit the upper portion
4. Mortgages/Notes ReceIvable {Schedule OJ (41 .00 of this for.. with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (51 2,828.67 tax paYllent.
6. Jointly Owned Property (Schedule fJ (61 557. 453.85
7. Transfers (Schedule GJ (71 .00
B. Total Assets (BI 1,046,942.52
APPROVED DEDUCTIONS AND EXEMPTIONS: 102,906.94
9. Funeral Expenses/Ad... Costs/Misc. Expenses (Schedule H) (91
10. Debts/Mortgage Liabilities/Liens (Schedule IJ UOI 3,925.15
11. Total Deductions Ul1 106.83? 09
12. Net Value of Tax Return U21 940,110.43
13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts (Schedule J) 1131 .00
14. Net Value of Estate Subject to Tax 1141 940,110.43
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of line 14 at Spousal rat. U51 .00 X 00 = .00
16. Allount of Line 14 taxable at Lineal/Class A rat. 1161 940,110.43 X 045 = 42,304.97
17. Allount of Line 14 at Sibling rat. 1171 .00 X 12 = .00
18. Allount of Line 14 taxable at Collateral/Class B rate I1BI .00 X 15 = .00
19. Principal Tax Due 1191= 42,304.97
TAX CREDITS:
I.J AHoUNT PAID
DATE NUHBER INTEREST/PEN PAID (-I
10-28-2004 CD004555 .00 42,304.97
BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-29-2004 TOTAL TAX CREDIT 42,304.97
~ BALANCE OF TAX DUE .00
INTEREST AND PEN. 1,079.62
TOTAL DUE 1,079.62
. IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. '
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE tll\'
A REFUND. SEE REVERSE SIDE OF THIS FoRH FOR INSTRUCTIONS. I 51(
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 5/03/2005
WINDER SALLY J
9974 MOLLY PITCHER HIGHWAY
SHIPPENSBURG, PA 17257
RE: Estate of MARTIN BRUCE E
File Number: 2003-00529
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: 6/10/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FARNER STRAS UGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge uA
STATUS REPORT UNDER RULE 6,12
Name of Decedent: t3('uJ~ E, fYta/-hil
Date of Death: &JID/D~
~\e I I
wtrrNo.: 7-\ -63 -~~ 7^.J:nril.. Ho.:
Pursuant to Rule 6,12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the admillistration of the above-captioned estate:
1. Stat~ether administration of the estate is complete:
Yes No 0
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal ~esentative file a final accolmt with the Court?
Yes _ No
b. The separate Orphans' Court No. (if any) for the personal representative's
account is: -
c. Did the personal ~resentative state an account informally to the parties
in interest? Yes No 0
c, Copies of receipts, releases, jOL."1ders and approval of formal or
informal accounts may be filed with the Cle'k of the Orphans' Court
Dam ~ I ;?YboaU,ohW to frllB report. {)J~
SIgnature , .
~ Stdt~ J W,IW
~. Name ~ if :r~ 'Plkkr fLJ
. Add"" rf . f 411 JK]
L: '7Jl~ <;3}-9~7b
('.1 TelepJi ne No.
e...}
-, !
-'J Capacity: n Personal Representative
~Counsel for personal representative cr
!\~I.,...L" L-L.I JVL. .1...... ,",uy
Estate of MARTIN BRUCE E : ORPHANS' COURT DIVISION
Late of PENN TOWNSHIP : COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY
Estate No.: 21-03-00529 : PENNSYLVANIA
Date: 7/18/2005 : NO.: 21-03-00529
HAMMAN NANCY J
131 QUARRY HILL RD
SHIPPENSBURG PA 17257
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6. 12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: HAMMAN NANCY J
Personal Representative Counsel: WINDER SALLY J
Date of Decedent's Death: 6/10/2003
Date of Delinquency Notice: 6/10/2005
The undersigned, Glenda Farner Strasbaugh, Clerk of Orhans'
Court, in accordance with rule 6.12, Supreme Court Orphans' Court
Rules, hereby notifies the Orphans' Court Division, Court of Common
Pleas of Cumberland County, that neither the above named personal
representative nor their counsel, have filed with the Register of
Wills or Clerk of Orphans' Court, his/her Status Report required by
Rule 6.12, Supreme Court Orphans' Court Rule, and that the
requisite notice, pursuant to Rule 6.12, Supreme Court Orhans'
Court Rules, was given by the Clerk of Orphans' Court on 5/15/2005
and that the ten (10) day notice to file the status report has
expired. Accordingly, in accordance with Rule 6.12 the Court is
hereby notified of such delinquency and the undersigned requests
that a Court conduct a hearing to determine whether sanctions
should be imposed upon the delinquent personal representative or
their counsel.
'1 ,~~~
cc: F1 e . -
Personal Representative Glenda Farner StrasbaUgh
Counsel Clerk of Orhans' Court
A hearing is scheduled for August 19, 2005 at 9:30 AM in
Courtroom No. 03. If the Status Report is filed prior to the
hearing date, the hearing will automatically be cancelled.
rliJUt--
I .. j. .
Geo'{oe Ie, P'1
cd
! i II )
I ,I f
j f !
, ,
. 5 I
I V \
, I \ . -
'.' , \
J , , I i
W
C/) -
:J -
/' \'"Tic>" 0 =
I
C " ,\ I- -
: ~ c,\ 0:::
_,' f ,) ( :J -
'.,e, C' C,,! 0
,;r, .. ',' ()W
l\ '. .. ,; / '
, .,'; ';/ I >-0:::
C,\.......,..",;.,."",.,.~fo 1-<(
C/)Z:J('I')
.....J:JOT"""
:::!OC/)O
S()W~ -
u...OC/)<(
OZ6O- 1:'.[
O:::~I - l:n
WO:::I-~ 1"')
I-wO:::C/) f':1
C/)co:J::i .i.'
C)~00::: f')
W:J()<( .,..,
C)
O:::()T"""() roo
.t"~l
~ro
:J:~ .'
0::.....
sl.U<{
:J:a..
O:::)U -
w 1-(9
01--0::
z<(a..~
~>->-m 8'.' . \ \', 1 ~':: 1 0;'i',&
w:::lC/) t, ';~I "I.
-;Z02
>-o::~~
...JO~a..
...JI-",-
<(l-m:J: :1U J'JljjU \jj\jUVV.......
(/)<(mC/)
---.--.-.-----.. -- ~ ~ ~ - ~- ~-'-"-~-.. -------.- --.--.---'.- ----"._._._-_._--~._-_."-
d 1-03- 05"";;19
CO~flEALTH OF *'
n~^~ ,~C~ .-
BUREAU OF COLLECIlONS & ....L, IP, ""!, ,~, VANIA
TAXPAYERSERVICES ';:'1jE})ARt:MENT OF REVENUE
PO BOX 281041
HARRISBURG PA 11128-1041
p" II'). '1~
?DrC, ! ,-
.;: : J "ii '::. ..J'-' RBV-1l73 AFP (OS-OS)
w. ....."'
NANCY J HAMMAN " DATE 7/15/2005
r..
131 QUARRY HILL RD Estate of:
SHIPPENSBURG, PA 17257 MARTIN BRUCE E
Date of Death: 6/10/2003
File Number: 21 03-0529
ACN: 101
_.~-_..~---- - - -~ - ~- ._---------~ ~-----_.- -_.---~
-- ._-._-. ...--..,-- ~-- ~- -----_...~- .-. ~_.._- -. '"---~....
Dear NANCY J HAMMAN:
This is to advise you that the above estate is in a delinquent status. According to
f Department records, the estate still is not settled.
t 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 LIABILITY OF $ 1095.74 INCLUDING INTEREST
CALCULATED TO 8/9/2005 HAS NOT BEEN PAID.
Accordinl'f6I you are directed to pay all tax due including interest within thirty days
from the date 0 s 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
- ~how cause for your failure to comply with the law. ill order to protect the Commonwealth's
interest, the Department of Revenue may also file a lien in Cumber land County .- ,
MAKE CHECKS PAYABLE TO: Sincerely,
REGISTER OF WILLS, AGENT
Any questions regarding the tax
liability of this estate, please
CONTACT: cc:
NANCY J HAMMAN
131 QUARRY HILL RD
Harrisburg Call Center SHIPPENSBURG, PA 17257
(717) 783-3000
mD# 1-800-447-3020 (Service for
taxpayers with special hearing and speaking needs)
L
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 005686
WINDER SALLY J
9974 MOLLY PITCHER HIGHWAY
SHIPPENSBURG, PA 17257
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- fold ---------- --------
101 I $1,095.74
ESTATE INFORMATION: I
FILE NUMBER: 2103-0529 I
DECEDENT NAME: MARTIN BRUCE E I
DA TE OF PAYMENT: 08/15/2005 I
POSTMARK DATE: 08/1 2/2005 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 06/10/2003 I
I
TOT AL AMOUNT PAID: $1,095.74
REMARKS:
CHECK# 9910
INITIALS: JA
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
. ;;l~'D -11 q 7
STATUS REPORT UNDER RULE 6.12
Name of Decedent: f)rlA.J)L r;: /i1.Jcrh r)
Date of Death: rv / I (j / 6 '3
[ { ~
Will No.: )-{ ..- 0 3- Admin. No.:
Pursuant to Rule 6.12 of the Supreme Court Orph8J."1s' Court Rules, I repoIi the
following with respect to completion of the administration ofthe above-captioned estate:
1. Stat~ether administration of the estate is complete:
YeSr 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 )?J
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
if ~ may be attached to this report. ~J'. _
Date: tlos . . (j)~
~ L SIgnature
~~~ JLtLrJd
g N~e \
~.5 . ~ tee - ~ l~ \'\tv. ~~ ~.\ - J . 1 I
u... - ~ i W.' JV l\1Vtj
L~. 0 ~. fA
Cj , ~ Address . ~.s 6? l
~ L ~t S"~d- Cl1l~
IJ"Ol
g Telephone No.
c"'-.!
Capacity: ~Personal Representative
UCounsel for personal representative
cA
COMMONWEALTH OF PENNSYLVANIA -
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ---, "'.:'. (". INHERITANCE TAX
INHERITANCE TAX DIVISIDN STATEMENT OF ACCOUNT
PD BDX 2BD6DI
HARRISBURG PA I7I2B-D6DI REV-I6D7 EX AFP (D3-D5)
DATE 09-06-2005
,
ESTATE OF MARTIN BRUCE E
DATE OF DEATH 06-10-2003
FILE NUMBER 21 03-0529
COUNTY CUMBERLAND
SALLY J WHlllER ACN 101
9974 MOllY-PITCHER HWY I Allount Remitted I
SHIPPENSBURG PA 17257
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, submit the upper portion of this form with your tax payment.
CUT ALONG THIS lINE --+ RETAIN lOWER PORTION FOR YOUR RECORDS +-
---------------------------------------------------------------------------
REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT ---
ESTATE OF MARTIN BRUCE E FILE NO.21 03-0529 ACN 101 DATE 09-06-2005
THIS STATEHENT 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: 01-10-2005
PRINCIPAL TAX DUE: 42,304.97
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-28-2004 CD004555 .00 42,304.97
08-12-2005 CD005686 1,079.62- 1,095.74
TOTAL TAX CREDIT 42,321.09
BALANCE OF TAX DUE 16.12CR
INTEREST AND PEN. .00
II IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 16.12CR
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), pf.
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )