HomeMy WebLinkAbout03-0561BEFORE THE REGISTER OF WILLS, CUMBERLAND COUNTY, PENNSYLVANIA
PETITION FOR GRANT OF LETTERS
Estate of Man/A. Bussard
also known as
Mar)/A. Bussard , Deceased
Cynthia Ann. Bussard
No. ~'~,J- ~-5~_~J
Social Security No. 219147037
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE "A" OR "B" BELOW:)
. A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut rix
[] Decedent, dated 08/27/1987 and codicil(s) dated
named in the Last Will of the
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 born or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incapacitated:
B. Grant of Letters of Administration
(c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minodtate)
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
J Name Relationship Residence J
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal
residence at 1000 West South Street, Borou~lh of Carlisle
(Fist street, number and municipality)
Decedent, then 78 years of age, died April 24 ,2003 , at Sara Todd Memorial Home, Carlisle, Pennsylvania
(Location)
Decedent 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 ........................................................................................ $
Total ..................................................................................................................... $
Real Estate situated as follows:
424 Lincoln Street, Carlisle, Pennsylvania 17013
75,000.00
75,O0O.O0
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
Cynthia Ann Bussard
424 Lincoln Street
Carlisle, Pennsylvania 17013
RW-7
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/~etitioner(s) and that,?~ersonal representative(s) of the Decedent,
Petitioner(s) will well and truly administer the estate a,c~ording to/l~w. /," .J ~
Sworn to and affirmed and subscribed ~ r~ \ ,~_ ..~_~(-~ ~.2
before me this. I ~ +~' day of
June, 2003
C~a Ann Bussard
DECREE OF REGISTER
Estate of Mary A. Bus~r~l
also known as
Deceased
Social Security No: 219147037' Date of Death:04/23/2003
AND NOW, ~'¥J-,~-~-~ ~l, 2003 , in consideration of the Petition
on the reverse side hereon, s~ttisfac~ory proof having been presented before me,
IT IS DECREED that Letters ~ Testamentary ~ of Administration
(c.ta., d.b.n.c.t.; pendente lite; durante absentia; durante minoritate)
are hereby granted to Cynthia Ann Busssard
in the above estate and that the instrument(s), if any, dated ~ ' ,2..-I - ~ c~ ~' ~
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters .................................... $
Short Certificate(s) ............... $
Renunciation .......................... $
Affidavit ( ) ....................... $
Extra Pages (5 ) ..............$
Codicil ................................. $
JCP Fee ................................. $
Inventory & Tax Forms ............. $
Other ...................................... $
TOTAL ............................. $
RW-7A
115.00
6.00
15.00
10.00
146.00
Register of Will,~ ! 0 t
. Attorney
Attorney: Jan L. Brown
I.D. No: 67993
Address: 845 Sir Thomas Court Suite 12
Harrisbur~l Pa 17109
Telephone: 717-541-5550
DATE FILED: 13~lCLi'Jila~k3 -"J - Ii - O~
l~is is to certify that the information here given is correctly copied from an original certificate of death duly flied with me as
Local Registrar. The original certificate will be. fonvarded to the State Vital Records Office for permanent filing.
WARHIHG: It is illegal Io duplicate this ¢op¥ by Dholostal or photoflraph.
Fee fbr this certificate, $2.00
P 9283247
No.
Local Registrar t~
?
Date
mo5.1~ Re,. z'a7 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT 01~ HEALTH * VITAL RECORDS
'"~ CERTIFICATE OF DEA'IJH
~K '. Mary A. Bussard
" o~cE~'s usuAL ~u~ ~ite ' '
~ Snow S~il Jackson
~thia Bussard 424 PA 17013
~ ~ ~l.,~pril 29, 2~3 Me.rial ~rlisle, PA 17013
~ UM~A
SAIDIS & GUIDO
26 W. High Street
Carlisle, Pa.
LAST WILL AND TESTAMENT
OF
MARY A. BUSSARD
I, MARY A. BUSSARD, of Carlisle, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and
understanding, 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 the payment of my debts and expenses of my last
illness and funeral from my estate as soon after my death as
conveniently may be done. If there is no cemetery lot
available for my interment owned by me at the time of my death,
I authorize my personal representative to purchase such
cemetery lot with a contract for perpetual care, using
therefore funds from my estate in such amount as he shall
consider necessary and desirable, and I authorize my personal
representative to cause title to or ownership of such lot so
purchased to be vested in such person as my personal
representative shall designate.
Further, I authorize my personal representative to expend
funds from my estate, in such amount as my personal
representative shall consider necessary and desirable for the
purchase, erection and inscription of a suitable marker for my
grave.
SAIDIS & GUIDO
26 w. High Street
Carlisle, Pa.
SECOND
I give, devise and bequeath all the rest, residue and
remainder of my estate unto my daughter, CYNTHIA ANN BUSSARD.
In the event that CYNTHIA ANN BUSSARD predeceases me I give,
devise and bequeath all the rest, residue and remainder of my
estate unto my son, CHRISTOPHER C. BUSSARD
THIRD
I appoint my daughter, CYNTHIA ANN BUSSARD as Guardian of
the person and property of my minor child, CHRISTOPHER C.
BUSSARD. Provided, however, that if said CYNTHIA ANN BUSSARD
is unwilling or unable to act as Guardian, I appoint my sister,
LORRAINE HAGGERTY as Guardian of the person and property of my
minor child, CHRISTOPHER C. BUSSARD. Provided further, that if
said LORRAINE HAGGERTY is unwilling or unable to act as
Guardian, I appoint my son, CHARLES E. BUSSARD as Guardian of
the person and property of my minor child, CHRISTOPHER C.
BUSSARD.
FOURTH
I direct that any and all inheritance, estate, and
transfer taxes imposed upon my estate passing under this Will
or otherwise shall be paid out of the principal of my residuary
estate.
- 2 -
SAIDIS & GUIDO
26 W. High Street
Carlisle, Pa.
FIFTH
In addition to the powers conferred by law, I authorize
any personal representative acting under this instrument, in
his or her absolute discretion:
(a) to retain in the form received, or to sell either
at public or private sale any real or personal property;
(b) to invest and reinvest in all forms of property
without being confined to legal investments and without
regard to the principal of diversification;
(c) to exercise any options to subscribe for stocks,
bonds, or other investments;
(d) to join in any plan of lease, mortgage,
consolidation, exchange, reorganization or foreclosure, of
any corporation in which my estate or any trust may hold
stocks, bonds or other securities;
(e) to sell, transfer, convey, mortgage, pledge,
lease or exchange any property, real or personal, which at
any time may form part of my estate, for the payment of
debts or taxes, or for any purpose of administration or
distribution, for such prices and upon such terms as my
personal representative, in his sole discretion, may deem
wise, and to execute and deliver deeds of conveyance or
transfer thereof;
(f) to make settlements and compromises on such terms
as my personal representative in his sole discretion may
deem wise without the necessity of obtaining any court
approval thereof;
- 3 -
SAIDIS & GUIDO
26 W. High Street
Carlisle, Pa.
(g) to make distribution hereunder either in cash or
kind, as my personal representative in his discretion may
deem wise.
SIXTH
I do hereby nominate, constitute and appoint my daughter,
CYNTHIA ANN BUSSARD, to act as Executrix, of this my Last Will
and Testament. Provided, however, that if she is unwilling or
unable to act as Executrix, I direct the duties of Executrix be
performed by my sister, LORRAINE HAGGERTY, as alternate
Executrix.
SEVENTH
I direct that no personal representative, guardian,
trustee or other fiduciary appointed under this instrument
shall be required to give bond for the faithful performance of
their duties in any jurisdiction.
IN WITNESS WHEREOF, I, MARY A. BUSSARD, have hereunto set
my hand and seal to this my Last Will and Testament, consisting
of four typewritten pages, the first three of which bear my
signature in the margin for identification, this~'%ay of
'1987.
Mary ~. Bussard
- 4 -
SAIDIS & GUIDO
26 W. High Street
Carlisle, Pa.
Signed, sealed, published and declared by the above-named
Testatrix, MARY A. BUSSARD, as and for her, Last Will and
Testament in the presence of us, who have hereunto subscribed
our names at her request as witnesses thereto, in the presence
of said Testatrix and of each other.
~~ ADDRESS
SAIDIS & GUIDO
26 W. High Street
Carlisle, Pa.
COMMONWEALTH OF PENNSYLVANIA :
: ss.
COUNTY OF CUMBERLAND :
WE, MARY A. BUSSARD, EDWARD E. GUIDO, and SUZANNE M.
RUNYON, the Testatrix and witnesses, respectively whose names
are signed to the foregoing or attached instrument, being first
duly sworn, do hereby declare to the undersigned authority that
the Testatrix signed and executed the instrument as her Last
Will and Testament and that she signed willingly and that she
executed 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 signed the Will as witness and that to
the best of their knowledge the Testatrix was at the time 18 or
more years of age, of sound mind and under no constraint or
undue influence.
Mary ~. Bussar~, Testatrix
Edward E. Guido, Witness
.~-J~ann~e M. Runyon, Witneks
Subscribed, sworn to and acknowledged before me by
MARY A. BUSSARD, the Testatrix, and subscribed to and sworn or
affirmed to before me by EDWARD E. GUIDO and SUZANNE M. RUNYON
witnesses, this~ ay of , 1987.
C~ril¢~, Cumberland Co., Pa.
.NeJ Commission Expires Feb.- 20, 19~
LAST WILL ~AND TESTAMENT
OF
MARY A. BUSSARD
LAW OFFICES
SAIDIS & GUIDO
P. O. BOX 560
26 W. HI6H STREET
CARLISLE, PENNA. 17013
PHONE (717) 243-6222
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Mary A. Bussard
Date of Death: 04/24/2003
Will:No. 2003-00561 Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on i (~- 30 -~ ·
Name
Address
Cynthia A. Bussard
424 Lincoln Street
Carlisle PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
Date:
~ignature
Name: Jan L. Brown, Jan L. Brown & Associates
Address: 845 Sir Thomas Court, Suite 12
Harrisburq PA 17109
Telephone(717) 5415550
Capacity:
X
Personal Representative
Counsel for Personal
Representative
Jan L. Brown, Esquire*
Jacqueline A. Kelly, Esquire
JAN L. BROWN & ASSOCIATES
ATTORNEY AND COUNSELOR AT LAW
OLDE ENGLISH GAP
845 SIR THOMAS COURT
SUITE 12
H~mSU.G, PA 17109
Email: jlbassoc@ptd.net
TE~OaE (717) 541-5550
F^CSa~L~ (717) 541-9223
Brenda F. Kephart, Le~ Assistant
*ADMITI'ED IN PA AND DISTRICT OF COLUMBIA
December 22, 2003
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re:
Estate of Mary A. Bussard
Estate No. 21-03-0561
Executrix: Cynthia A. Bussard
To Whom It May Concern:
Enclosed please find the following items for filing with the Register of Wills:
1. Inventory
2. An original and one copy of the Inheritance Tax Return together with Check 545 in the
amount of $2,852.24 to cover the tax shown to be due. Please note that the check has been
written for more than the tax liability shown to be due. The executrix wrote the check before an
exact tax due amount was computed. Also enclosed is a check in the amount of $25.00 for the
filing fee.
Please time stamp and return our file copies of these documents. A return envelope is
provided.
If you have any questions, feel free to contact this office.
Sincerely,
j~c q~ueli~
Enclosures
EV-50cl EX + (~-OC~
LU
Z
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT, 2806O1
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Bussard, Mar7 A.
DATE OF DEATH (MM-DO-Year) I
04/24/2003 J 08/23/1924
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
REV-1500
INHERITANCE TAX RETURN
RESlBENT BECEBENT
OFFICIAL USE ONLY
i-/-I..51-
FILE NUMBER
2 1 -0 3 0 5 6
· COUN~Pr CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
2 1 9--1 4-7 0 3 7
DATE OF BIRTH (MM-DO-Year) TI.IlS RETURN MUST BE FILEB IN BUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
J'~l. Original Return
[~]4. Limited Estate
r~6. Decedent Died Testate (Attach copyof W'dl)
[~ 9. Litigation Proceeds Received
[-"~ 2. Supplemental Return
4a. Futura Interest Compromise (d~ of death after 12.12.a2)
~--] 7. Decedent Maintained a Living Trust (A~ch copy of Trust)
r~ 10. Spousal Pove~ Credit ((~te oldea~ ~et~e, 12-31-91 and 1-1-95)
r-'-~ 3. RemainderRetum (dateofdea~phorto12-13-82)
J~5. Federal Estate Tax Retum Required
__ 8. Total NumberofSafe Deposit Boxes
[~] 11. Election to tax under Sec. 9113(A) (^tt~ch sch o)
NAME
Jacqueline Kelly
FIRM NAME (If Applicable)
Jan L. Brown & Associates
TELEPHONE NUMBER
717-541-5550
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Pa~ership or Sole-Proprietomhip (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
r'-] Separate Billing Requested
7. Inter-Vivos Transfem & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)(10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
COMPLETE MAILING ADDRESS
845 Sir Thomas Court, Suite 12
Harrisburg
13. Charitable and Govemmental Bequests/Sec 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)
PA 17109
75,760.00
883.14
0.00
OFFICIAL USE ONLY
(8)
76,643.14
13,758.65
1,527.23
(11)
15,285.88
61,357.26
(12)
(13)
(14)
61,357.26
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate, or transfem under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
X (15)
61,357.26 X .045 (16)
X .12 (17)
X .15 (18)
(19)
2,761.08
2,761.08
D~ceden~'s Com._plete Address:
STREET ^DDRESS
424 Lincoln Street
CITY
Carlisle STATE
PA -[ z~P 17013
Tax Payments and Credits:
l. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
El. Prior Payments
C. Discount
3. Interest/Penalty if applicable Total Credits ( A + B + C ) (2)
D. Interest
E. Penalty
4. If Line 2 is greater than Une 1 + Line 3, enter the difference. This is the OVERPAYMENT,
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 the TAX DUE.
A. Enter the interest on the tax due.
Total Interest/Penalty ( D + E ) (3)
(1) 2,761.08
(4)
(5) 2,761.08
(5A)
Under penaJtJes ofper~ur,/ Ideclamthat have examined this return including accompanyi~,,/."'-~,~,nds~i~ m-~is and lo the best of r '~owled ean
Declaration of preparer other than the pefsonaJ repmsantalJve is ~ on all information f ' ' h .-"-'.-: / g d belief,
SIGNATURE OF PERSON RESPONSIBLE FOR FiLiNG ~:TURN
AgORESS 424 Lincoln Street ~'",~
Carlisle
SIGNATURE OF PREPARER~)iTHER THAN REP~ESEN-TATIVE.
· "lloma~ourt, Suite-12
B. Enter the total of line 5 + 5A. This is the BALANCE DUE. (5B) 2,761.08
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ........................................................................... [] []
b. retain the dght 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 properbj 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·
it is true. correct and complete.
DATE
PA 17013
DATE
Harrisbur~l PA 17109
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 statute .does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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)].
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.
REV-1502EX + (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
TOTAL (Also enter on line 1, Recapitulation)
75,760.00
$ 75,760.00
ESTATE OF FILE NUMBER
Bussard. M~ry A, 21 03 ~)~61
All real property owned solely or as a tenant in co,~c,n must be reported at fair market value. Fair market value is defined as the pdce at which prope~ would be exchanged
be~een a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of
survivorship must be disclosed on Schedule F.
ITEM
VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Personal residence located at 424 Lincoln Street, Carlisle, PA 17013
See attached Cumberland County Tax Assessment
Parcel #05-20-1796-033
REV-1508 EX * (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Bussard, M~lry A,
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21 03
DESCRIPTION
checking account #1700022537
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$ 883.14
VALUEAT DATE
OFDEATH
883.14
ITEM
NUMBER
Waypoint Bank
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly.owned with the right of sun~ivorship must be disclosed on Schedule F.
REV-151 rEX + (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Bussard. M{~rY A,
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
A.
FILE NUMBER
21 03
FUNERAL EXPENSES:
Hoffman-Roth Funeral Home
Westminster Cemetery-opening of grave
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Repre.~ntaflve (s)
Sodal Secudty Number(s) / EIN Number of Personal Representative(s)
Street Address
City State
Year(s) Commission Paid:
Attorney Fees Jan L. Brown & Associates
Family Exemption: (If decedent's address is not the same as daimanfs, attach explanation)
Claimant
Zip
Street Address
City
Relationship of Claimant to Decedent
Probate Fees Register of Wills
Accountant's Fees
Tax Return Preparer's Fees
State Zip
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
AMOUNT
9,642.65
945.00
3,000.00
171.00
13,758.65
REV-1512 EX + (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Bussard, Mary A.
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES~& LIENS
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. Virtual Healthcare-outstanding medical bills
FILE NUMBER
2~1 05
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
0561
AMOUNT
1,527.23
$ 1,527.23
REV:1513 EX + (~-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Bussard. M~IrY A,
NUMBER
II.
SCHEDULE J
BENEFICIARIES
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions and transfers under
Sec. 9116 (a)(1.2)] '
Cynthia A. Bussard
424 Lincoln Street
Carlisle, PA 17013
FILE NUMBER
21 03 0261
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not Lisl~ Trustee(s) OF ESTATE
daughter
100%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If mom space is needed, insert additional sheets of the same size)
Form View - public tax file 11-25-03.fp5 Page 1 of 1
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District_Number 05
Parcel_Identifier 05-20-1796-033
Map_Suffix_Number
House_Number 424
Direction
Street LINCOLN STREET
Owner..Name_l BUSSARD, MARY A
Owner_Name_2
Land Use Code R
Property_Descriptio
Living_Area 1352
CulTent_Land_Valu 9530
Current_Improvement_Value 66230
Current_Total_Valu 75760
C u rrent_Prefe rred_Valu
Acreage .13
CleanGreen_Status
Taxable.or_Exempt
Sale_Amount
Sale_Month
Sale_Day
Sale_Century
Sale_Year
Deed_Book_and_Page 0019K-00005
Year_Built 1925
Home J Help
IS & GUIDO
'. High Street
arlisle; Pa.
LAST WILL AND TESTAMENT
OF
MARY A. BUSSARD
I, MARY A. BUSSARD, of Carlisle, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and
understanding, 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 the payment of my debts and expenses of my last
illness and funeral from my estate as soon after my death as
conveniently may be done. If there is no cemetery lot
available for my interment owned by me at the time of my death,
I authorize my personal representative to purchase such
cemetery lot with a contract for perpetual care, using
therefore funds from my estate in such amount as he shall
consider necessary and desirable, and I authorize my personal
representative to cause title to or ownership of such lot so
purchased to be vested in such person as my personal
representative shall designate.
Further, I authorize my personal representative to expend
funds from my estate, in such amount as my personal
representative shall consider necessary and desirable for the
purchase, erection and inscription of a suitable marker for my
grave.
,IS & GUIDO
I. High Street
arlisle, Pa.
SECOND
I give, devise and bequeath all the rest, residue and
remainder of my estate unto my daughter, CYNTHIA ANN BUSSARD.
In the event that CYNTHIA ANN BUSSARD predeceases me I give,
devise and bequeath all the rest, residue and remainder of my
estate unto my son, CHRISTOPHER C. BUSSARD
THIRD
I appoint my daughter, CYNTHIA ANN BUSSARD as Guardian of
the person and property of my minor child, CHRISTOPHER C.
BUSSARD. Provided, however, that if said CYNTHIA ANN BUSSARD
is unwilling or unable to act as Guardian, I appoint my sister,
LORRAINE HAGGERTY as Guardian of the person and property of my
minor child, CHRISTOPHER C. BUSSARD. Provided further, that if
said LORRAINE HAGGERTY is unwilling or unable to act as
Guardian, I appoint my son, CHARLES E. BUSSARD as Guardian of
the person and property of my minor child, CHRISTOPHER C.
BUSSARD.
FOURTH
I direct that any and all inheritance, estate, and
transfer taxes imposed upon my estate passing under this Will
or otherwise shall be paid out of the principal of my residuary
estate.
- 2 -
3 &-GUIDO
High Street
lisle, I~a.
FIFT~ ~
In addition to the powers conferred by law, I authorize
any personal representative acting under this instrument, in
his or her absolute discretion:
(a) to retain in the form received, or to sell either
at public or private sale any real'or personal property;
(b) to invest and reinvest in all forms of property
without being confined to legal investments and without
regard to the principal of diversification;
(c) to exercise any options to subscribe for stocks,
bonds, or other investments;
(d) to join in any plan of lease, mortgage,
consolidation, exchange, reorganization or foreclosure, of
any corporation in which my estate or any trust may hold
stocks, bonds or other securities;
(e) to sell, transfer, convey, mortgage, pledge,
lease or exchange any property, real or personal, which at
any time may form part of my estate, for the payment of
debts or taxes, or for any purpose of administration or
distribution, for such prices and upon such terms as my
personal representative, in his sole discretion, may deem
wise, and to execute and deliver deeds of conveyance or
transfer thereof;
(f) to make settlements and compromises on such terms
as my personal representative in his sole discretion may
deem wise without the necessity of obtaining any court
approval thereof;
- 3 -
IS & GUIDO
· High Street
~rlisle, Pa.
(g) to make distribution hereunder either in cash or
kind, as my personal representative in his discretion may
deem wise.
SIXTH
I do hereby nominate, constitute and appoint my daughter,
CYNTHIA ANN BUSSARD, to act as Executrix, of this my Last Will
and Testament. Provided, however, that if she is unwilling or
unable to act as Executrix, I direct the duties of Executrix be
performed by my sister, LORRAINE HAGGERTY, as alternate
Executrix.
SEVENTH
I direct that no personal representative, guardian,
trustee or other fiduciary appointed under this instrument
shall be required to give bond for the faithful performance of
their duties in any jurisdiction.
IN WITNESS WHEREOF, I, MARY A. BUSSARD, have hereunto set
my hand and seal to this my Last Will and Testament, consisting
of four typewritten pages, the first three of which bear my
signature in the margin for identification, this~%'~aY of
' ~ "~ ' ~k_l/~.~"---' (SEAL)
Mary{~. Bussard
- 4 -
31S & GUIDO
,,V. High Street
2,arlisle, Pa.
Signed, sealed, published and declared by the above-named
Testatrix, MARY A. BUSSARD, as and for her, Last Will and
Testament in the presence of us, who have hereunto subscribed
our names at her request as witnesses thereto, in the presence
of said Testatrix and of each other.
~~""'[ ~?' ~ ~.ss
)IS & GUIDO
V. High Street
;arlisle, Pa.
COUNTY OF CUMBERLAND : ss. ~
WE, MARY A. BUSSARD, EDWARD E. GUIDO, and SUSANNE M.
RUNYON, the Testatrix and witnesses, respectively whose names
are signed to the foregoing or attached instrument, being first
duly sworn, do hereby declare to the undersigned authority that
the Testatrix signed and executed the instrument as her Last
Will and Testament and that she signed willingly and that she
executed 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 signed the Will as witness and that to
the best of their knowledge the Testatrix was at the time 18 or
more years of age, of sound mind and under no constraint or
undue influence.
Mary ~. Bussard, Testatrix
Edward E. Guido, Witness
· ~_ ~~~
S~bsc=&bea, s~o=~ to a~a ack~o~eagea be$o=e ~e
M~Y A. BUSSARD, the Testatrix, and subscribed to and sworn or
affirmed to before me by EDWARD E. GUIDO and SUITE M. RU~ON
witnesses, this?7~%ay of ~.~ , 1987.
Notary
BEFORE THE REGISTER OF WILLS, CUMBERLAND COUNTY, PENNSYLVANIA
INVENTORY
Estate of Bussard, Mary A.
also known as
Mary A. Bussard
Cynthia A. Bussard, Executrix
, Deceased
No. 2003 0561
Date of Death 04/24/2003
Social Security No. 219147037
Personal Representative(s) of the above Estate, deceased, vedfy that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We
verify that the statements made in this inventory are tree and correct. INVe understand that false statements herein made are subject to the
penalties of 18 Pa. C.$. Section 4904 relating to unswom falsification to authorities.
Name of
Attorney:
I.D. No.:
Address:
Jacqueline Kelly
91973
845 Sir Thomas Court, Suite 12
Harrisbur~l PA 17109
Personal Representative:
Cynthia A. Bussard
424 Lincoln Street, Carlisle, PA 17013
Dated 12-19-2003
Telephone: 717-541-5550
Waypoint Bank
checking account #1700022537
Description
Personal residence located at 424 Lincoln Street, Carlisle, PA 17013
Parcel #05-20-1796-033
(Attach Additional Sheets if necessary)
Total
Value
883.14
75,760.00
76,643.14
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
RW-4
Jan L. Brown & Associates
ATTORNEYS AND COUNSELORS AT LAW
845 SIR THOMAS COURT
SUITE 12
HARRISBURG, PENNSYLVANIA 17109
TO:
REGISTER OF WILLS
CUMBERLAND CO COURTHOUSE
ONE COURTHOUSE SQ
CARLISLE PA 17013
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD O03370
BROWN JAN L
845 SIR THOMAS COURT
HARRISBURG, PA 17109
........ fold
ESTATE INFORMATION: SSN: 219-14-7037
FILE NUMBER: 2103-0561
DECEDENT NAME: BUSSARD MARY A
DATE OF PAYMENT: 12/23/2003
POSTMARK DATE: 12/22/2003
COUNTY: CUM BERLAN D
DATE OF DEATH: 04/24/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $2,852.24
REMARKS:
TOTAL AMOUNT PAID'
CYNTHIA BUSSARD
C/O JAN L BROWN ESQUIRE
$2,852.24
SEAL
CHECK# 545
INITIALS: VZ
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
TNHERTTANCE TAX DZVTSZON
DEPT. 280601
HARRISBURG, PA 17128-060!
COHMONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLO#ANCE OR DZSALLONANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
· 73:7-9
JACQUELINE KELLY
JAN L BROWN
845 SIR THOMAS CT 12L~=''
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-16-2004
BUSSARD
04-24-2003
21 03-0561
CUMBERLAND
101
Amoun"lc Romi'H:ed
REV-1647 EX AFP (01-ns)
MARY A
HAKE CHECK PAYABLE AND REMIT PAYHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-15~7 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT~ ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF BUSSARD NARY A FILE NO. 21 03-0561 ACN 101 DATE 02-16-2004
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es~a~a (Schedule A) (1)
2. S~ocks and Bonds {Schedule B) {2)
3. Closely Hold S~ock/Par~nership In~eres~ (Schedule C) (3)
~. Hor~gagas/No~es Receivable (Schedule D) (~)
$. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) (5)
6. Join*ly Owned Propor~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To,al Assa~s
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Cos~s/Nisc. Expenses (Schedule H} (9)
10. Dab~s/Hor~gago Liabilities/Liens (Schedule Z) (10)
11. To,al Deductions
12. Ne~ Value of Tax Ra~urn
75/760.00
.00
.0O
.00
883.
.00
.00
(8)
13,758.65
NOTE: To insure proper
cradi~ ~o your account,
submit the upper portion
of ~his fora wi~h your
~ax payment.
13.
l~.
NOTE:
76,6'I, 3.14
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADD/TZONAL INTEREST.
(is) .00 x O0 = .00
(16) 61,357.26 x 045= 2,761.08
(17) .00 X 12 = .00
(18) .00 x 15 = .00
(19)= 2,761.08
ASSESSMENT OF TAX:
15. Amoun~ of Line lq a~ Spousal ra~o
16. Amoun~ of Line lq ~axabla a~ Lineal/Class A ra~a
17. A,oun~ of L/ne lq at Sibling ra~a
18. Aaoun~ of Line 1~ ~axabla a~ Collateral/Class B ra~e
19. Principal Tax Duo
TAX CREDITS:
PAYHENT RECEIPT DZSCOUNT (+)
DATE NUNBER INTEREST/PEN PAID (-)
12-22-2003 CD003370 .00
02-09-2004 REFUND .00
AMOUNT PAZD
Z,852.24
91.16-
TOTAL TAX CREDIT I 2,761.08
BALANCE OF TAX DUEl .00
INTEREST AND PEN. .00
TOTAL DUE . O0
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT' (CR), YOU NAY BE DUE~
A REFUND. SEE REVERSE STDE OF THIS FOR" FOR INSTRUCTIONS.
reflect figures that include the total of ALL returns assessed to date.
(15) . O0
(1~) 61,357.26
16, 17, 18 and 19 will
Charitable/Governmental Bequests; Non-olec~ed 9115 Trusts (Schedule J)
No~: Value of Es~a~a Subjoc~ ~o Tax
]:f an assessment Has issued prevlously, lines 1~, 15 and/or
1,527.23
(11) 15.2R5.88
(la) 61,357.26
RESERVATION:
Estates of decedents dying on or before December 1Z, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Comaoneaalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the laefut Class B (cotlatmral) rate on any such future interest.
PURPOSE OF
NDTICE:
PAYMENT:
REFUND (CR):
OBJECTXONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (TZ P.S.
Sectlon 91~0).
Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side.
--Make check or money order payable to: REGISTER OF NILLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, amy be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications are available at the Office
of the Register of Mills, any of the 23 Revenue District Offices, or by calling the special 2q-hour
ansearing service for forms ordering: 1-800-362-Z050; services for taxpayers aith special hearing and / or
speaking needs: 1-800-q~7-30ZO (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disalloaance of deductions, or assessment
of tax (includlng discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. ZBlOgl, Harrisburg, PA 171Z8-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should bo addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ZB06Ol, Harrisburg, PA ITIZa-0601
Phone (717) 787-650S. See page 3 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent'" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (5) calendar months after the decsdent's death, a five percent (SZ) discount of
the tax paid is aIloaed.
The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid bafore January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same tiaa period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (SI) percent per annum calculated at a daily rate of .00016q. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOO3 ars:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 ZOZ .OOOSqB 1987 9Z .O00Zq7 1999 7Z .00019Z
1983 16Z .000q38 1988-1991 llZ .000301 ZOO0 aZ .000Z19
198fi llZ .000301 199Z 9Z .O00Zfi7 2001 9Z .0002¢7
1985 13Z .000356 1993-199q 7Z .00019Z ZOOZ 6Z .00016q
1986 lOX .OOOZTq 1995-1998 9Z .O00Zq7 2005 5Z .000137
--Interest is calculatad as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent 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 calculatad.
BUREAU OF 'rNDI'VZDUAL TAXES
I'NHERZTANCE TAX DTVZS'rON
DEPT. 280601
HARRZSBURG, PA 17128-0601
COMHONWEALTH OF PENNSYLVANZA
DEPARTMENT OF REVENUE
TNHERZ'I'ANCE TAX
STATEMENT 01= ACCOUNT
JACQUELINE KELLY '0~ M/~R 12 P1:45
JAN L BROWN & ASSOCS
8q5 SI'R THOMAS CT I -,
DATE
ESTATE OF
DATE OF DEATH
FZLE NUMBER
COUNTY
ACM
02-23-200q
BUSSARD
0q-2~-2005
21 03-0561
CUMBERLAND
101
Amoun'l: Rem'i 'l:'Eed
REV-i~O? EX AFP (01-OS)
MARY A
WAKE CHECK PAYABLE AND RENZT PAYMENT TO:
REGISTER OF WZLLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 1701:5
NOTE: To insure proper credJ~ ~:o your account:, submit: ~:he upper portion of ~his form wJ~:h your ~:ax payment:.
CUT ALONG THZS LZNE ~'* RETAZN LOWER PORTZON FOR YOUR RECORDS ~
REV-1607 EX AFP (01-03) ~ INHERZTANCE TAX STATEMENT OF ACCOUNT ~]~
ESTATE OF BUSSARD NARY A FXLE NO. 21 03-0561 ACM 101 DATE 02-25-200~
TH'rS STATEMENT 'rs PROV'rDED TO ADV'rSE OF THE CURRENT STATUS OF THE STA~*-D ACM 'tN THE NAMED ESTATE. SHOWN BELO#
1S A SUMMARY OF THE PR/NC.rPAL TAX DUE, APPL.rCATZON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, .rF APPLZCABLE,
A PROJECTED INTEREST F.rGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-16-200q
PRINCIPAL TAX DUE:
PAYMENTS (TAX CREDITS):
2,761.08
PAYMENT
DATE
12-22-2005
02-09-200~
RECEIPT
NUMBER
CD003570
REFUND
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
.00
AMOUNT PAID
2,852.2q
91.16-
.rF PA.rD AFTER TH.rS DATE, SEE REVERSE
S'rDE FOR CALCULAT'rON OF ADD'rT'rONAL 'rNTEREST.
( 'rF TOTAL DUE 'rS LESS THAN $1,
NO PAYMENT ZS REQUZRED.
'rF TOTAL DUE 'rS REFLECTED AS A "CRED'rT" (CR),
TOTAL TAX CREDZT 2,761.08
BALANCE OF TAX DUE .00
XNTEREST AND PEN. .00
TOTAL DUE .00
YOU MAY BE DUE A REFUND. SEE REVERSE S'rDE OF TH'rS FORM FOR 'rNSTRUCTXONS.
PAYMENT:
Detach the top portion of this Notice and submit with your payment made payable to the name and address
printed on the reverse side.
-- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF HILLS, AGENT.
-- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA.
REFUND [CR):
REPLY TO:
DISCOUNT:
PENALTY:
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ara available at
the Office of the Register of Mills, any of the 23 Revenue District Offices or from the Department's Z4-hour
anseering service for forms ordering: Z-800-36Z-ZOSO; services for taxpayers with special hearing and / or
speaking needs: Z-800-q47-30ZO (TT only).
Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Revie~ Unit, Dept. 28060l, Harrisburg, PA 17128-060l, phone
(717) 787-6505.
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SI) discount
of the tax paid is allowed.
The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes ~hich became delinquent before January l, 1982 bear interest at the rate of
six (6Z) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 198Z ~ill bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue.
Interest Daily
Rate Factor Year
The applicable interest rates for 1982 through 2003 are:
Interest Daily Interest Daily
Rate Factor Year Rate Factor
1982 lOX .000548 1987 9Z .000Z47 1999 7Z .00019Z
1983 162 .000438 1988-1991 XXZ .OO030l ZOOO 8Z .O00Zl9
1984 llZ .O0030X 199Z 92 .000247 ZOO1 92 .000Z47
1985 132 .000336 1993-1994 72 .O0019g 200Z 6Z .000164
1986 lOX .000274 1995-1998 92 .000247 2003 5Z .000137
--Tnterest is calculated as follo~s:
XNTEREST = BALANCE OF TAX UNPAXD X NUNBER OF DAYS DELXNQUENT X DAZLY ZNTERBST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date sho~n on the
Notice, additional interest must be calculated.
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/15/2005
BROWN JAN L
845 SIR THOMAS COURT
SUITE 12
HARRISBURG, PA 17109
RE: Estate of BUSSARD MARY A
File Number: 2003-00561
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 1 COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
4/24/2005
Your prompt attention to this matter will be appreciated.
Thank You.
~e~~
t..~_.
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
cY
JAN L. BROWN, ESQUIRE.
JACQUELINE A. KELLY, ESQUIRE
"ADMITIED IN PA AND DISTRICT OF COLUMBIA
JAN L. BROWN & ASSOCIATES
ATTORNEYS AND COUNSELORS AT LAW
OLOE ENGLISH GAP
845 SIR THOMAS COURT
SUITE 12
HARRISBURG, PA 17109
EMAlL: jlbassoc@verizon.net
TELEPHONE (717) 541-5550
FACSIMILE (717) 541-9223
BRENDA F. KEPHART. LEGAL ASSISTANT
PAULA K. WHITE, LEGAL ASSISTANT
JUDITH A. EBERSOLE. ADMINISTRATIVE ASSISTANT
March 16, 2005
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
Re: Estate of Mary A. Bussard
No. 2003-00561
To Whom It May Concern:
Our office received a letter stating that the Status Report Under Rule 6.12 for the Estate
of Mary A. Bussard has not been filed. According to our records, I filed the Status Report on
April 19, 2004. Enclosed please find a time-stamped copy for your records of the Status Report
Under Rule 6.12 for the Estate of Mary A. Bussard that was filed April 19, 2004. If you have
any questions, please feel free to contact me.
Sincerely,
jak
me A. KellY'~S! ~
Enclosure
STATUS REPORT UNDER RULE 6.12
LJ COpy
Name of Decedent: Marv A. Bussard
i..., _-.0
Date of Death: 04/24/2003
Will No. 2003-00561
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans I
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 the following:
a.
account with the Court?
Did the personal representative file a final
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 No X
d . Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans I Court and may be attached to this report.
Date : 04/16/2004
~.
'J/}1 J
Signa e
() -x,11r
Jacaueline A. Kelly. Jan Brown & Associates
Name (Please type or print)
845 Sir Thomas Court, Suite 12
Harrisbura PA 17109
Address
~
(717) -541-555
Tel . No .
""/d ;'D") P"-2f1aqulil8
.. '.- >jJe(~
Capacity :
Personal Representative
X
Counsel for personal
representative
ZS: ZId 61 ~d\l 170.
c:'~ i j >.
,~h
!O
,;(:;;598
: 8CUO;)8H
J