HomeMy WebLinkAbout02-0960
Estate of ~",\"\c:-", 'i>r Q.....<""'~
also known as ~e.....\. 't-',~-~.... ~......... ~('..I"~l!....
PETITION FOR PROBATE and GRANT OF LETTERS
.:J 1- O:4~ 91J,o
No.
To:
Register of Wills for the
Deceased. County of C<"f),\,o<--k...0'1 do in the
Social Security No. / cry- - :<?.. LI / t, "7 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut 'V-:r i-
in the last will of the above decedent, dated '-s;:.....JL :J. s- .. 't\?
and codicil(s) dated
named
,19_
(state relevant circumstances, e.g. renunciation, death of execiJtor, etc.)
Decendent was domiciled at death inC',",-~",,~c\.<>..~~ .
h ~ '<"" last family or principal residence at ",',- \1:0, ~<!
County, Pennsylvania, with
\:\"'" ~'''~ 'Q~ '"'\~'.Cj
(list street, number and mundpality)
Decendent, then (,. \ years of age, died ""<' ~ '" "'-"'- <- '" .,7
-
at ~""""'" .
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
,19
$ \, C>~
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
theron.
(testamentary; administration c.La.; administration d.b.D.c.t.a.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF('L....l.e- \o.."rl.
}ss
The petitionef(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
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N 21-02-960
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Estate of PATRICIA A BACON AlK/A PATRICIA ANN BACON ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW OCTOBER 25th ~2002 , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated JUNE 2';. 2002
described therein be admitted to probate and filed of record as the last will of
PATRICIA A. BACON A/K/A PATRICIA ANN BACON
and Letters TESTAMENTARY
are hereby granted to DEBRA S. MYERS
~mtf)$.I!/;1j .1fIU.(I_d.-uL7I~JJq.
Register of Wills
FEES
Probate, Letters, Etc. ......... $
Shon Cenificates( I) . . . . . . . . ., $
IIlf~Mtnw .EXTRA .EGS. 3.. $
$
TOTAL _ $ 35.00
Filed .QcTOll.F;Jl.. 25.,- .2002...............
18.00
3.00
ATIORNEY (Sup. Ct. l.D. No.)
Q nn
5.00
ADDRESS
PHONE
MAILED LETTERS TO EXECUTRIX OCTOBER 25, 2002
1_ ',- i
fl()~.8(1~ REV'),I,<;r,
This is to certify that the information here given is correctly copied fro~ an original certifICate of death dul~ filed with me as
Local Registtar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for [his certificate, $2.00
a~oc~gi~7~
OCT 11 2002
p
8629638
No. Date
ITEM 1# f di
SHOULD READ AS FOLLOWS:
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Aev2J87
COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
SW'i-F"-fNUMIIER
SOCIAL SECURITY "'UMMR
DA1EOFOEAl"',_,Oa~,_J
NAME OF OECEOENT thSl, M<<JIit. ~.wJ
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Pa~icia A. Bacon
:II. Female.
COUNTY OF OERH
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UNClEi'll YEAR
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MOTHER'S/'UoNE,F"., Mod",IoI_&"-_l
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INFORMAHT"S WAlLING AOORE5S ($lIMl. c.ty(Town. SIaIe. ZIpCOOilf
67 B Humm~t Av~nu~ L~mo n~ PA 17043
PlACEOFOlSPOSlT1ON.~"'C""*-'Y.c~ LOCAtION'~SulIe.llpeoa.
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,,,. PA CJt~mo.tOJtlf ,.HMJti"bWlg. PA 17109
........,"""""'OF'..c..ny CJ1~ma.uo.n Soci.~ 0/ PA
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LICENSE NI.IM8ER OArE SIGNee
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FRHlER'S NAME jhSl. MoO<lIll, las/I
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1NfawAH'T'SNAt.lECTY$*P<1I'II)
Pa~icia A. Bacon
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WEAE AUlOPSY FINDINGS
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OMEDtCAl EXAMINER/CORONER
On the bul. of uamill.tiOne<'dlor 1n.....""'1.igfI. in In, opInIOn. d.alh occuff.d d Ill. tlma. data. and placa. and due 10 the c..euM(.l and
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REGISTR,Ul'S .uUREANO~~ /~./.~.-~
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SIGNATURE
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21-02-960
LAS'!' WILL AND 'l'ES'!'AIIBH'l'
of
PATRICIA ANN' BAC01II
I, PATRICIA ANN BACON, of Lemoyne, the County of
cumberland and Commonwealth of pennsylvania, being of sound
and disposing mind and memory, do hereby make, publish and
declare this as and for my Last will and Testament, hereby
revoking all other wills and Codicils heretofore made by me.
FIRST:
I direct my funeral and last sickness
expenses and my just debts to be paid as soon as possible
after the probate of this my will. After the payment of my
debts and said expenses, I give, devise and bequeath my
property and estate as hereinafter provided.
SECOND:
All the rest, residue and remainder of
my property and estate, real, personal or mixed, wheresoever
situate and of whatsoever the same may consist, I give,
devise and bequeath to my children, KENNETH ARMOUR, ALLEN
ARMOUR, DEBRA S. MYERS, CHRISTINE CARTER, and MELISSA BACON,
in equal shares, per stirpes.
THIRD:
I hereby authorize and empower my
Executrix to lease, mortgage, pledge, sell or convey any and
all of my estate, real, personal and mixed, using her
discretion as to the manner, time and terms thereof, and to
--f'r a;o; C,,-<, .
patricia
c:L.
Ann
. -73 <t C /,YJ-\,
/
Bacon
Page ~ vI: 6
\0(3
pages
convey the same by proper deeds or other instruments, and no
person dealing with my said Executrix shall be responsible
for the application of any proceeds or purchase monies. I
further authorize my Executrix to manage my estate and
property and to invest and reinvest the principal thereof at
her discretion in such form of investment as may commend
itself to the best judgment of my said Executrix.
FOURTH:
All estate, inheritance, succession
and other death taxes, imposed or payable by reason of my
death, and interest and penalties thereon, with respect to
all property comprising my gross estate for death tax
purposes, whether or not such property passes under this
Will, shall be paid out of the principal of my general
estate, as if such taxes were administration expense,
without apportionment or right of reimbursement. I
authorize my legal representatives to pay all such taxes at
such time or times as may be deemed advisable.
FIFTH:
I nominate, constitute and appoint
my daughter, DEBRA S. MYERS, to be the Executrix of this my
Last will and Testament.
SIXTH:
I direct that no Executrix shall be
i~~~~~~ia ~
A {A',,-C __c: ~ -7
Bacon
Page 3 af .~ pages
:~ 0~ .='1
required to give any bond, and that if, notwithstanding this
direction, any bond is required by any law, statute or rule
of court, no surety shall be required thereon.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal this 8<:) day of
J l \11 "C'~
,A.D. 2002.
) 1 .
~.n . IA'-<: ~<-" 0-.'
P tricia Ann Bacon
./3 (1-C.o)-1.--
Address:
lvl.(l)
'\--\UIT\mL \
A'-JE 0'-'.Cc'.
L(:c('('\c'-/tlF". ~A \,CL13
Telephone:
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SIGNED, SEALED, PUBLISHED and DECLARED by
, the Testatrix above named, as and for
her Last will and Testament, and we, at her request, in her
presence, and in the presence of each other, have subscribed
our names as attesting witnesses thereof.
\'~\:,,\.<>..
Witness
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Address 4,)-t) \-1\."-,,.1 (\", 1Uh~'IMPc~
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W1tnes '-'
Address ?>t~ ~,~<f.~2J\
~Li~uo..r& VA \'10'70
Page 5 af 6 pages
:. or .~
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF C.S..VY\ b (:"1' l (VI cJ
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}ss
We, ~\ lX'\)((\ ~j.. rrll/<<,..., \\Xy..
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and \>(\-\\ Ie \0 (\.. Cx'\ c C'\ the Testatrix and the witnesses,
,
respectively, whose names are signed to the aforegoing
Will, being first duly sworn, do hereby declare to the
undersigned authority that the Testatrix signed and executed
the fore-going instrument as her Last will and Testament in
the presence and hearing of the witnesses and that she had
signed willingly and that she executed it as her free and
voluntary act for the purposes therein expressed, and that
each of the witnesses, in the presence and hearing of the
Testatrix and each other, signed the will as witness and
that to the best of their knowledge, the Testatrix was at
the time eighteen years of age or older, being of sound mind
and under no constraint or undue influence.
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Witness C,j ~
Subscribed, sworn to and acknowledged before me by
Ib\n((CI A.. '0..DcQrl, the Testatrix, and subscribed and sworn
to before me by
Gtl(\ S.. iY\/('('S, and
/
;),"; day of Ju n P ,/ , 2002.
~')( \....\\ L~'CL'o..L_c-:r""\t"cc_ :r-k.,I,J
NOTARY PUBLIC
~
witnesses, this
NOTARIAL SEAL ~age ~L' pages
BARBARA J. KOCHER. Notary Public
Camp Hill Boro, Cumberland County
My Commission Expires Oct. 22, 2005
c- "'"'I
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Name of Decedent:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
\)c:d:'t""'\~\o.. i\ ~QC-QI\..
Date of Death:
C'kf '1-(-H /JOo;l
Will No. .t?~O~ -00 9~o
Admin. No. ~/.O?_ OPCtJ
To the Register:
I certify that notice of (beneticial 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
<Pel>>- "- 4 ft1 ft c r..5
?l/J/-/u","'$L #L-( ~d
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
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Signature
Name .Pe..d~.5" ~Y'~/.f
Address I-7-LJ d-..,CL ~
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Telephone(7/n 7.3'/ -..5/ l? 7
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Capacity: ~Personal Representative
_Counsel for personal representative
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REV-1500
'*" " ' COMMONWEALTH OF
PENNSYLVANIA
'ilII1 DEPARTMENT OF REVENUE
DEPT. 280601
"'" . HARRISBURG, PA 17128-0601
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INHERITANCE TAX RETURN FILE NUMBER
d..L-O~
RESIDENT DECEDENT CaUNTYCaaE YEAR
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
;C)
DATE OF BIRTH (MM-DD-YEAR)
1::>0 /-/7- Y".6
USE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
o 2. Supplemental Return
o 4a, Future Interest Compromise (date ofdeatl1 after 12-12-82)
o 7, Decedent Maintained a living Trust (Attach copy ofTrust)
o 10. Spousal Poverty Credit (date of death between 12-31.91 a~d 1-1-951
OoCL~cJ
NUMBER
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1. Original Return
o 4. Limited Estate
o 6. Decedent Died Testate (Attach copy of Will)
D 9. Litigation Proceeds Received
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THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3. Remainder Return (date of deafh prior to 12-13-82)
D 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch OJ
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FIRM NAME (If Applicable)
COMPLETE MAILING ADDRESS d
t, 7 -,t:3 /I tN"""": L p Y'"
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(12)
(13)
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(14)
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1. Real Estate (Schedule A)
2 Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgage.s & Noles Receivable (Schedule Dj
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7 Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
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6
c;:;
C7
(1)
(2)
(3)
(4)
(5)
(6)
(7)_
6"'
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10 Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
(9)
(10)
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t::7
(8)
~
.
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14 Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
x.O_ (15)
x.O_ (16)
x .12 (17)
x ,15 (18)
(19)
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
200
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREET ADDRESS
~
..
CITY
Tax Payments and Credits:
1. Tax Due (Page \ Line \9)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
Total Credits ( A + B + C ) (2)
3. InteresUPenalty if applicable
D.lnterest
E. Penalty
TotallnteresUPenalty ( D + E ) (3)
4. If Line 2 is greater than Line \ + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
o
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
(SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
No
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1. Did decedent make a transfer and:
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? ..
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 security at his or her death?..
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .
Ves
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct
and complete.
Declaration of preparer other than the personal representative is based on all informalionofwhich preparerhas any knowledge
SIGNAT'f\ OF PERSON RESPONSIBLE FOR FILING RETURN
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ADDRESS
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SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
1-,}2tj-O S
ADDRESS
DATE
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 PS. 39118 (a) (1.1) (ill.
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. 39116 (a) (1.1) (ii)
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even
the surviving spouse is the only beneficiary.
For dates of death on or after July \, 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 natura! parent, an adoptive paren
or a stepparent of the child is 0% [72 P.S. 39116(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. 39116(1.2) [72 P.S. 39118(a)(I)).
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. 39118(a)(1.3)]. A sibling is defined, under Section 9102, as a'
individual who has at least one parent in common with the decedent, whether by blood or adoption.
RE'.I.1508EX~(1.97)
".
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF C}
\-<J,..I',<'~.... 'A
Q:>~,,-
FILE NUMBER
~CJ~rP - OOf'cL7
v
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
17'lr,00
~"'o:::.~\l..:.",~ Ci;..~~
TOTAL (Also enter on line 5, Recapitulation) $ 77'7: ~
(If more space IS needed, Insert additional sheets of the same size)
REV-1511EX+(1.g7)~.
..~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
~<:"'\.I';c4"""
Y\ . B q.CIl "-
FILE NUMBER
,!JeeR - 60yf,d
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
~ C(3CJ, oa
:50 t:J. 06
?9'. 20
t
FUNERAL EXPENSES:
1:)\ Y'o:.cA:. ~r--eM.'" +, Cl"- e~W\~.o... $0<<':-'\.1 'to(,. p"^",,,
~-e'M....l"~...L b "'-ryi CJL >>-"'..10..1.,. 1='.......Li. Ho",",-
7;'( w.?/r ;:,/<;(""'''''''''' ~c::c.
t
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) \:)<.b....... & vn '-\ ~
Social Secunty Number(s) I EIN Number at Personal Representative(s) f
Street Address (,)-R J..IIIUMf L J).W
City L<em.y.J State /'.1)- Zip ))0 1'1
B.
Yea~s) Commission Paid:
,t2 oo...P
2.
3.
Attorney Fees
Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation)
Claimant "\:}~t'c... '{\,. M~~'C..S
Street Address l..l- ~ \-1-..""",,(',1_ /4........
City .L~'-1.I....rl.
State ~.'A
Zip \I.. '1-"1..
Relationship of Claimant to Decedent
'\).,4 ~
4.
Probate Fees
5.
Accountant's Fees
6.
Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additionai sheets of the same size)
),30'1. O~
.,
~.. ..
"
,....
,>I.~' r .
"
. ~.;
"
"
;,. .... t"
. , ~.'"
_,t-,.
""
"
,
,..41
"
.""'''''''''1''''',.
COMMONWEALTH OF PENNSYLVANIA
INHERiTANCE TAX RETURN
R.ESIDENT DECEDENT
ESTATE OF ~~
SCHEDULE J
BENEFICIARIES
FILE NUMBER
~~c":\ "- 'A- e.~ ~oo2 -oo1f.~
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) 6
1. P tJ^-1"
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. 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 $ (j
(If more space is needed, insert additional sheets of the same size)
F}- 9t - /.:1-
\ ~URl!AU OF INDIVIDUAL
INHERITANCE TAX DIVISION
DEP1. 2806Dl
HARRISBURG. PA 11128-0601
TAXES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*'
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV.lS41 D:MP <01-03)
_."
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-24-2003
BACON
10-09-2002
21 02-0960
CUMBERLAND
101
PATRICIA
A
DEBRA SMYERS
67B HUMMEL AVE
LEMOYNE
PA 17043
Amount Remitted
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 ~
iii{,,=is4i-Ex-AFP--(,iiY:03Y-iiiii:lcE--oi'-YNHEififiircE-'TAX-A'PPRA'isEirE'ii'T-.--ALi.-owiHCE-oi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BACON PATRICIA A FILE NO. 21 02-0960 ACN 101 DATE 03"24-2003
TAX RETURN WAS: ( ) ACCEPTED AS FILED
Xl CHANGED
SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule DJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. T~ansfe~s (Scnedule G)
8. Total Assets
(0
(2J
(3J
(4J
(5J
(6)
(1J
.00
.00
.00
.00
799.00
.00
.00
(8J
NOTE: To Insu~e p~ope~
c~edit to you~ account,
submit the uppe~ portion
of this fo~m with you~
tax payme-nt.
799.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
(.J
(10)
1,309.02
.00
(11)
(12)
(13)
(14)
1.::\09 D?
510.02-
.00
510.02-
10.
11.
12.
13.
14.
Net Value of Tax Retu~n
Cha~itable/Governmental Bequests; Hon-elected 9113 T~usts (Schedule J)
Net Value of Estate SUbject to Tax
If an assess.ent was issued previouslY, lines 14. 15 and/or 16. 17. 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX,
15. Amount of Line 14 at Spousal ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. Principal Tax DUe
NOTE:
US)
(16)
(17)
(18)
.00
.00
.00
.00
x 00
X 045 =
X 12
X 15
(19)=
.00
.00
.00
.00
.00
AX CR.-nIT".
PAYI!nlT RECEIpT DI SCDURT <TI AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-J
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE IHDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN tl. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE n~ nne:: enD" ~"D H'................._.._
REV.1470 EX (6-88)
'*' INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDMDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FilE NUMBER
BACON,PATRICIA A 2102-0960
REVIEWED BY ACN
Kathryn Harbilas 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
E Total on Schedule E was not correctly carried forward to recapitulation page.
ROW
Page 1
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 9/03/2004
MYERS DEBORAH S
RE: Estate of BACON PATRICIA A
File Number: 2002-00960
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: 10/09/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA ~FARNER ~~G~~
REGISTER OF WILLS
cc: File
Counsel
Judge
JRD/June 30, 1992/17858
In Re: Estate of Patricia A Bacon · ORPHANS' COURT DIVISION
Late of Lemoyne Borough · COURT OF COMMON PLEAS OF
· CUMBERLAND COUNTY
Estate No.: 21-02-0960 · PENNSYLVANIA
:
: NO. 21-02-0960
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: Deborah Myers
Counsel for Personal Representative:
Date of Decedent's Death: 10/09/2002
Date of Delinquency Notice: 08/11/04
The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' 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 the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12,
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30,
2004, 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 counsel for the delinquent personal representative.
Date: 11/08/04 Glenda Farner Strasbaugh ~?
Clerk of the Orphans' Court
Distribution: Personal Representative
Estate File
A hearing is scheduled for at in Courtroom No. 3. !f t~~u~l~.~led prior to
the hearing date, the hearing will automatically be cancel~f/f~~ ~
George ~. Hoffer, P.J.
~oltowmg w~th respect [o complenon of{he a~mm~stranon o~ the above-cap{~onea estate:
1. State whether admNis~ra~ion office estale is comple{e:
No
2.If the snswer is N% state when the personal representative rsasonably believes
that the a~mi~stmtion will be complsts:
3. ~the ,
~nsx~ er ~o No. I is Yes, state the foIlow~g:
a. Did the personal representative ~Ie a 2hal account w~th the CoroT?
b. The separate 0phans' Cou~ No. (~f m~y) z%r the personal representative's
accost ~s:
c. Did the personal representative state ~ account ~onnally to the p~es
~n ~terest? ~ No ~
c Copies of receipts, rd~ases, jofi~ders ~d apw~o~,al o~ ~on~a! or
info. al --- = -'"
accounts m%, be zfled v,,mh the Clezk of &e Ophans Cou~
and may be a2achsd to tbJs repo~.
Si~at~e
Name
: AdOess
. Telephone No.
~ Counsel for personal '~ ~ '-'~