HomeMy WebLinkAbout04-0805PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
also known as
Deceased.
Social Security
No. ~'~ [ '
To:
Register of W~ls for the
County of L~t~,g~t~.~-,.~t") in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older, appl ~e ~
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 ~ ~ a,~ crt c ~,OO CouRty, Pennsylvania, with
h E'P-~ last family or principal residence at '3~g'-(~c~eea~0~r' /~o{ L*/¥e~.I 5Lt~'" J"~ t70i5
(list street, number and municipality)
Decendent, then ~ years of age, died J~q'~ ~- ,g~'?30M
at
Decendent at death owned property with estimated values as folllows:
(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:
Petitioner after a proper search ha
the following spouse (if any) and heirs:
Name
ascertained that decedent left no will and was survived by
Relationship Residence
THEREFORE, petitioner(s) respectfully request(s) the grant of letters o(~f-bdininist~j~ion in'rtt~
appropriate form to the undersigned. : '~
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ss
COUNTY OF ~~~ Y
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
I~ore _me thi~ ~ ,ex_ day of I --
Estateof ~-"~ ~ C~
GRANT OF LETTERS OF ADMINISTRATION
,Deceased
AND NOW ~ ?')[ c"~F'J~O[ ~[ , in consideration of the petition on
the reverse side hereof,,sa~tory prool~ having bee. n, pr,es~nted bel[ore me,
IT IS DECREED that ~'qC>'~o.~D>X ~[.. [. ),°X--~O.m~Q~
is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration
are hereby granted
in the estate
FEES
Letters of Administration
Short Certificates( ) ..........
Renunciation ....... ~D"
TOTAI~
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
RENUNCIATION
To the Register of Wills of ~"'~td ~t5 t~L~.~
The undersigned "~O~'6-TU~t~ ~, ~-'}~t3~d.~
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
deceased.
County, Pennsylvania.
of
WITNESS
(Signature)
(Address)
(Signature)
(Address)
~t:O~V tggRV ~.
(Signature)
(Address)
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 10589858
No.
Local Registrar
AUG 2 4 200
Date
COMMONWEALTH OF PENNSYLVAN~ · DEPARTMENT OF HEALTH * VITAL RECORD~}
CERTIFICATE OF DEATH ,"
Evelyn R. Gtnter female1'.200 - 09
' ' O " ~ --~ ~D-'~D
Laborer ~ ~ '~ ~ ;'~=~ ~ W
375 Claremont Rd. ~m~ ~,~%~ ~r..~ ~ ~
! ~L Samuel Jacobv
a*a. Ron A1 l: l;~ll~
~rospect Hill Cem ~wville, Pa
9963 I~qer Funeral Home inc
~ El~ I~. ",1~ I~.
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
NAME OF DECEDENT: EVELYN R GINTER
DATE OF DEATH: 08-22-2004
WILL NO. (INTESTATE) ADMIN. NO. 2004-00805
TO THE REGISTER:
I CERTIFY THAT NOTICE OF (BENEFICIAL INTEREST) ESTATE
ADMINISTRATION REQUIRED BY RULE 5.6(a) OF THE ORPHANS COURT
WAS SERVED OR MAILED TO THE FOLLOWING BENEFICIARIES OF THE
ABOVE-CAPTIONED ESTATE ON SEPTEMBER 8,2004.
NAME ADDRESS
DOROTHY SHENK 7 ALLIANCE DRIVE CARLISLE, PA 170t3
NOTICE HAS BEEN GIVEN TO ALL PERSONS ENTITLED THERETO UNDER
RULE 5.6(a).
DATE: 09-08-2004
SIGNATURE ,~c~.z ': ' / ~-'- ~ '¢
ADDRESS 30 N SEASONS DR,VE
DILLSBURG PA 17019-9554
TELEPHONE(717) 432-1012
CAPACITY: PERSONAL REPRESENTATIVE
REV. ltiOOU. (6-$l)
*'
(~-.->-
Off\C\t,l USE ONL 'f
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMOtfflEALTH OF ~NNS'fL"""NlA
DEPARTMENT OF REVENUE
DEPT,2B0601
HARRISBURG. PA 11128-0601
- - --[DECEDENTS NAME (LAST, FIRST. AND MIDDLE INITIAL)
GINTER, EVELYN R.
...
ffi : DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM.DD-YEAR)
c
~ 108/22/2004 09/12/1919
o j (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST. FIRST AND MIDDlE INITIAL)
'~ 1. Original Return 0
w
... 0 limited Estate 0
!IC:!:cn 4.
"~,,
w"g 0 6, Decedent Died Testate (Attach copy 0
%~.J
"..m of Will)
..
<( 0 9. litigation Proceeds Received 0
48. Future Interest Compromise (date of death after
12-12-82)
1. Decedent Maintained a Living Trust (Attach
copy of Trust)
10. Spousal poverty Credit (date of death between
12-31-91 and 1-1-95)
M& - -Y" '-"'-'~B:nl-1-'''-"'' ~_4"'1_1;-;-_ ---,,--- "_:- ',-
ME
,;,!Z 1vo V. Otto 1lI, Esquire
~ ~ fiRM NAME (If applicable)-- -
82 i Martson Deardorff Williams & Otto
tELEPHONE NUMBER
I 717/243-3341
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
13. Charitable and GovemmentalBequestslSec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.AmOuntof Line 14 taxable at the spousal tax rate,
or transfers under Sec. 9116(a)(1.2)
2. Supplemeota\ Return
3. Closely Held Corporation, Partnership or Sole-Proprietorship
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4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Joinfly OWned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities. & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
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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
FILE NUMBER
21 04
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
200-09-2292
00805
NUMBER
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
I
o 3. Remainder Return (dale of death prlotto 12-13-82)
o 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
o 11.Election to tax under Sec. 9113(A) (Attadl Sch 0)
._,/-
",'.'-"-j
.( "y,U,
COMPLETE MAILING ADDRESS
Ten East High Street
Carlisle, PA 17013
(1) None
(2) None
---
(3) None
(4) None
, (5) 3,235.22
(6) None
--.
(7) None
(9) 5,466.59
--.
(10) 92,419.05
OFr:\\-:\f\L.\,J'SEON\.{
(8) 3,235.22
(11)
97,885.64
(12)
insolvent
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
20. 0
.........,J'V"_n~iliIilfi.0"__~--s_..~I~";l""'1111'iiiili.iMil'i,'i,,:;:,:"1
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Copyright 2000 fann software only The Lackner Group. Inc.
Form REV-1500 EX (Rev. 6-00)
C2 S "-
Decedent's Complete Address:
STREET ADDRESS
1000 Claremont Road
CITY
Carlisle
ISTATE PA
IZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)___
Total Credits (A + B + C)
(2)
0.00
3. InterestlPenalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3. enter the difference. This is thEOVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Une 2, enter the difference. This is theTAX DUE
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is theBALANCE DUE
(3) --_JlJl()
(4)
0.00
(5)
(5A)
(5B)
0.00
.Ii~'-- .- .
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 transfeITed;...............................,.......................................,.".. ~ II
b. retain the right to designate who shall use the property transferred or its income;.............,..................
c, retain a reversionary interest; or............,.., ............._,..,............ ........ ... ........ ... .,_............."..... ..... ...., ....
d. receive the promise for life of either payments. benefits or care?..........................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?................. ... ........ ............. ........... .......n.................,.... ....... ... .h....... .......... 0 ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?...,.... 0 [gI
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ............,..,. .................,..,..................".,.................. "..,.............,._............. D ~
Make Check Payable to: REGISTER OF WILLS, AGENT
1
I.
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 peljury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true. correct
and complete. Dedaration
preparer other than the personal representative Is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE
00 d L. Altland
~
-ADDRESS
30 North Seasons Drive
Dillsburg, PA 17019
sf/II&.- .
DATE
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
Ivo V. Otto III, Esquire
ADDRESS
~//ff!.s~
ATE
Ten East High Street
Carlisle, P A 17013
For dates of death on or after July 1, 1994 and before January 1, 1995. the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. ~9116 (a) (1.1)(i)].
For dates of death on or after January 1. 1995, the tax rate Imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. ~9116 (a) (1.1) (ii)]. The statutedoes not exemDta transfer to a surviving spouse from tax, and the statutory requirements for disdosure
of assets and fiUng a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1. 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child Is 0% [72 P.S. ~9116.(a) (1.2)1.
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. ~9116
1.2) [72 P.S. ~9116 (a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the 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.
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF GINTER, EVELYN R.
I FILE NUMBER
21 - 04 - 00805
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.
Adams County National Bank, checking #154792
VALUE AT DATE OF
DEATH
-- --- -- --
2,300,78
ITEM
NUMBER
1
DESCRIPTION
2
Claremont Nursing and Rebilbation Center, balance of personal care account
934.44
TOTAL (Also enter on Line 5, Recapitulation)
3,235.22
*'
SCI-EDlJLEH
FUNERAL EXPENSES &
AIlW1IS1RATIVE OOSTS
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF GINTER, EVELYNR.
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
I AMOUNT
---j--~----
4,449,00
DESCRIPTION
FUNERAL EXPENSES:
Egger Funeral Home, Newvi11e, PA
2
Egger Funeral Home, Newvi11e, P A, reimbursement for funeral flowers and
ministerial donation
Eby Granite Works, marker engraving
291.17
3
90,00
B. I ADMINISTRATIVE COSTS:
1. i Personal Representative's Commissions
Ronald L Altland
Social Security Number(s) I EIN Number of Personal Representative(s):
165.00
Street Address 30 North Seasons Drive
City Di11sburg State ~ Zip 17019
Year(s) Commission paid 2005
Attorney's Fees Mattson DeardorffWilliarns & Otto (estimated)
2.
400.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
State
Zip
City
Relationship of Claimant to Decedent
4.
Probate Fees
Cumberland County Register of Wi11s
52.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
I
Other Administrative Costs
Certified mailing, Department of Public Welfare
4.42
2
Register of Wills, filing fee, Inheritance Tax return
15.00
TOTAL (Also enter on line 9, Recapitulation)
5,466.59
*'
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEAlTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDeNT
ESTATE OF GINTER, EVELYN R.
I FILE NUMBER
, 21-04-00805
Include unreimbursed medical expenses.
- --._"---
ITEM
NUMBER
I
DESCRIPTION
AMOUNT
Department of Public Welfare, claim for medical assistance
92,217.05
2
Ronald L. Altland, POA services May-August, 2004
202.00
TOTAL (Also enter on Line 10, Recapitulation)
92,419.05
08-01-2005
GINTER
08-22-2004
21 04-0805
CUMBERLAND
101
APPEAL DATE: 09-30-2005
( See reverse side under Objections)
Amount Re.ittedl I
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 ~
REy:is47-Ex-AFP-io3:osi-NOTICE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
EVELYN R FILE NO. 21 04-0805 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
RECORnFn~if!1!l=l!I'[:XNHERITANCE TAX
~.::j\I'rllm~~I\~LDWANCE DR DISALLDIIANCE
ii, c'-='OF':DEilllCl':JOI!~c, AND ASSESSHENT OF TAX
2005 AUG - I
PM 12: 27
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
IVO V OTTO II I
MARTSON ETAL
10 E HIGH ST
CARLISLE
CLEili< OF
oqp' ,."',.,." ('nll"T
Ci/' ~', ,CC.:. \ : "'c' '<", I
ESQ
PA 17013
ESTATE OF
GINTER
*'
REV-1547 EX AFP (06-05)
EVELYN
R
TAX RETURN liAS: I X) ACCEPTED AS FILED
) CHANGED
DATE 08-01-2005
I~ an assessment was issued previously, lines 14, IS and,or 16, 17, 18 and
r~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. A~unt of Line 14 at Spousal rat. (IS)
16. A~unt of Line 14 t.xable at LinB81/Class A rat. (16)
17. Amount of Line 14 at Sibling rat. (17)
18. Amount of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.t. (Schedule A)
2. Stocks ...d Bonds ISchedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Kort8ages/Notes Receivable (Schedule D)
5. Cash/Bank D.posits/Hisc. Person.l Property (Schedule E)
6. JOintly Owned Property ISchedule F)
7. Transfers (Schedule G)
8. Tot.l Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
3.235.22
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/nortgage Liabilities/Lions ISchedule I)
11. Tot.l Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subiect to Tax
(9)
(10)
5,466.59
92.419.05
Ill!
(12)
(13)
(14)
NOTE:
.00 X
.00 X
.00 X
.00 X
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this fo~ with your
t.x papent.
3,235.22
Q7.RRIi ;;4
94,650.42-
.00
94,650.42-
19 will
00 =
045 =
12 =
15 =
.00
.00
.00
.00
.00
(19)=
"AX CR .
.. "J AIlDUNT PAID
DATE _BER INTEREST/PEN PAID 1-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YDU IIAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.)
;.: 1) ~_"t'
REGISTER OF WILLS OF CUMBERLAND COUNTY
STATUS REPORT UNDER RULE 6.12
(For Resident Decedents Dying After July 1, 1992)
Name of Decedent:
EVEL YN GINTER
Date of Death:
August 22, 2004
File No.:
21-04-0805
Social Security No. :
200-09-2292
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 x No
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 thefollowing:
a. Did the personal representative file a final account with the Court?
Yes No x
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 x No
d.
Date:
Copies of receipts, releases, joinders and approvals offormal or informal accounts
may be filed with the Cler of the Orphans' Court and may be attached to this report.
August 30, 2005 Signature: ~
r- Name: Ivo V. Otto III, Esquire
Address: MARTSON DEARDORFF WILLIAMS & OTTO
Ten East High Street
Carlisle, P A 17013
(717) 243-3341
Counsel for personal representative
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