HomeMy WebLinkAbout04-0856Estate of
also known as
CUMBERLAND
Register of Wills of County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Raymond E. Guyer
No.
, Deceased Social Security No. 208-28-6691
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut rl× named in the Last Will of the
Decedent, dated November [0, 1999 and codicil(s) dated
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; wes not the victim of a killing and was never adjudicated incompetent:
B. Grant of Letters of Administration
Petitioner(s} after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse
(if any) and heirs:
Name Relationship Residence
(COMPLETE iN ALL CASES:) Attach additional J heats if necessary.
Decedent was domiciled at death in Cumberland
residence at 6317 Brandy Lane, Mechanicsburg,
Decedent, then 67 years of age, died January 28
County, Pennsylvar~a, With h~her last f§Cnily or'principal
(Hampden Township), PA
, 20 04, at
6317 Brandy Lane, Mechahicsbh~§,
30,000.00
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property .............................. $
(If not dofl~Jci(ed in PA) Personal property in Pennsylvania ...................... $
(If not domiciled in PA) Personal property in County .......................... $
Value of real estate in Pennsylvania ............................................... $
Total ....................................................... $ 30-OO0,00
Rea Estate stuated as fo ows:
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:
Signature Typed or printed name and residence
Bonnie L. Guyer
6317 Brandy Lane
17055
717-766-0145
RW-7
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Dauphin
The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and
correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent,
Petitioner(s) will well and truly administer the estate according to law.
Sworn to and affirmed and subscribed
before me this ~)~c.~._ day of
~.~L~Co ~-~-~ ~ 20 0.__~
DECREE OF REGISTER
Estate of Raymond E. Guyer Deceased
also known as
Social Security No: 208-28-6691 Date of Death: January 28, 2004
AND NOW, ~._N~ ~y~t~D 2J~ ~,~.t") , 20 _~ in consideration of the Petition
on the reverse side hereoln, satisfactory proof having been presented before me,
IT IS DECREED that Letters [] Testamentary [] of Administration
in the above estate and that the instrument(s), if any, dated ~[- I0- [clqc~
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 ( ) ............
Codicil ..........................
JCP Fee ........................
inventory & Tax Forms...
Other ............................
TOTAL ................ $ /00 ' On`-)
RW-7a
Attorney: Jean D. Seibert, Esquire
I.D. No: 41713
Address: 109 Locust Street
Harrisburg, PA 17101
717-236-9301
Telephone:
DATE FILED: ,_
I05 905 I~EV.(01/03)
This is to certify that this is a true copy of the record which is on file in the Pennsylvania Division of Vital Records in accordance
with Act 66, P.L. 304, approved by the General .Assembly, June 29, 1953.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
3124847
No.
Charles Hardester
State Registrar
MAR 0 9 200&
Date
Cumberland
Raymond E. Guyer
Hampden
Construction
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS O
CERTIFICATE OF DEATH :
.... 005725
z Male 200- ¢~ ~-- ~Ok; Janum.. 20, 2004
~. Wdham E. Guyer ~.- ~label A. Martin
~,. -- Bonme Guyer [~w. 6317 Brandy Lane Mechanicsburg, Pa. 17055
~,.. ~/. ~<~) / D I .... Jan 31, 2004 ,,~ Longsdoff Cemete~ [,,,. New Kingstown, Pa. 17072
~ ~ ~ ~ I~' FD-014318-L ~ MwrsFunemlHome, lnc. 37 East Main St~t Mechani~bum, Pa, 17055
Huntington's Chores
W~ AN AUTOPSY WI~RE AUTOPSy FINDINGS MANNER OF ~TH DA~ ~ INJURY T}ME OF INJURY
~L~ME AND ADO~E$S OF P RSON WHO COMPLETED CAUSE OF DEATH
LAST WILL AND TESTAMENT
OF
RAYMOND E. GUYER
I, RAYMOND E. GUYER, of Cumberland County, Pennsylvania, declare this to be my Last
Will and Testament. I revoke all other Wills and Codicils that I may have previously made.
Article I
My just debts and expenses of my last illness, funeral, and administration of my estate shall
be paid by my Executor from the principal of my residuary estate as soon as practicable at~er my
death.
Article II
All inheritance, estate, and succession taxes (including interest and penalties thereon, but not
including any generation skipping tax) payable by reason of my death shall be paid out of and be
charged generally against the principal of my residuary estate without reimbursement from any
person. This provision is not a waiver of any right which my Executor has to claim reimbursement
for any such taxes which become payable as the result ~aqy property over which I have the power
of appointment.
Article IH
I give, devise and bequeath in accordance with any memorandum which I have either
handwritten or signed, located with my Will or with my valuable papers and found within 30 days of
the probate of my Will. Gifts may only be to persons who survive me or to organizations which
exist at my death, and if there is a conflict, the memorandum having the latest date shall govern.
Article IV
All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever
situate, I give, devise and bequeath to my wife, BONNIE L. GUYER, of Cumberland County,
Pennsylvania. In the event that BONNIE L. GUYER predeceases me or fails to survive me by
thirty (30) days, I give, devise and bequeath the remainder of my estate, of whatsoever nature and
wheresoever situate as follows:
a. I give, devise and bequeath unto THE FIRST UNITED METHODIST CHURCH
at Mechanicsburg, Pennsylvania, a sum of cash equal to five percent (5%) of my gross estate as the
same is appraised or approved by the Commonwealth of Pennsylvania for tax purposes under its then
existing death or inheritance tax laws.
b. I give, devise and bequeath to each of my godchildren, RONALD KEITH GUYER
of Cumberland County, Pennsylvania and JILL CHRISTINE ROETING of Dauphin County,
Pennsylvania, the sum of TWENTY FIVE THOUSAND AND NO/100 DOLLARS ($25,000.00).
c. I order and direct that the net balance of my estate (after satisfying the bequest in
Paragraphs "a' and "b' above) shall be divided into two equal parts to be known as "Part I" and
"Part II" and distributed in accordance with thc provisions following each such heading:
-2-
Part I
(a). I give, devise and bequeath one-half of the amount in Part I IN EQUAL SHARES
to NANCY ROETING of Dauphin County, Pennsylvania, SUSAN GALLOWAY RIPLEY of
Massachusetts, JUDITIt CONRAD of Danphin County, Pennsylvania and TAMMY
CONRAD of Dauphin County, Pennsylvania, the children of my sister-in-law, PATRICIA A.
CONRAD, per stirpes.
(b). I give, devise and bequeath one-half (1/2) of the amount in Part I unto my brother-
in-law, ROGER W. CROWL, absolutely, if he survives me. If said beneficiary does not
survive me, I order and direct that said amount be distributed unto his lawful issue per stirpes by
representation and not per capita. If the said ROBERT W. CROWL should predecease me and
leave no issue to survive me, then and in that ultimate event, I order and direct that said one-half
of Part I shall be added to and distributed under the provisions of Paragraph (a) of this Part I.
Part II
(a). I order and direct that the amount of money attributed to Part II shall be further
divided into four (4) equal amounts which I order and direct be distributed as follows:
(1) I give, devise and bequeath one (1) such subpart of Part II unto my
brother, namely, WILLIAM DON GUYER, absolutely.
(2) I give, devise and bequeath one (1) such subpart of Part II IN EQUAL
SHARES unto the children of my sister, JACQUELINE MCCURDY, namely DANIEL D.
MeCURDY, JR., LINDA K. NOKES and SUZANNE L. SASSAMAN, share and share alike,
absolutely.
-3-
(3) I give, devise and bequeath one (1) such subpart of Part II unto my sister,
namely, CAROL MILLER, absolutely.
(4) I give, devise and bequeath one (1) such subpart of Part II unto the son of
my brother, RONALI) KEITIt GI. IYER, absolutely, if he survives me.
(b) If any of the beneficiaries named in the foregoing provisions of this Part II should
predecease me and leave lawful issue to survive me, then and in that event I order and direct that
the share of any such deceased beneficiary shall be distributed unto his or her lawful issue per
stirpes by representation and not per capita.
Article V
Except as otherwise provided in this will, I have intentionally failed to provide for any
other persons or relatives, whether claiming to be an heir and/or relative of mine or not. Insofar
as I have failed to provide in this will for any of my relatives, and/or issue now living or later
bom or adopted, such failure is intentional and not occasioned by accident or mistake.
Article VI
Ifa beneficiary under this Will has not attained the age of twenty-eight (28) years, the share
of the beneficiary shall be placed in a separate lxnst, for the benefit of that beneficiary according to
the terms in Article VII.
Article VII
In the event that a Trust is created by or as a result of any part of this Will, the terms and
conditions of the Trust shall be as follows:
-4-
A. To expend and apply so much of the net income and so much of the principal of the
Trust as the Trustee shall consider advisable for the support, health, care and education of the child
until the child attains the age of twenty-two (22) years.
B. Upon attaining the age of twenty-two (22), one-third (1/3) of the child's share shall be
distributed outright to the child.
C. Upon attaining the age of twenty (25), one-half (1/2) of the child's remaining share
shall be distributed outright to the child.
D. Upon attaining the age of twenty-eight (28), the remaining principal and accumulated
income of the child's share shall be distributed outright to the child.
E. No beneficiary or remainderman of this Trust shall have any right to alienate,
encumber, or hypothecate his or her interest in the principal or income of the Trust in any manner,
nor shall any interest be subject to claims of his or her creditors or liable to attachment, execution, or
other processes of law.
Article VIII
In order to carry out the purposes of the Trust established by this Will, the Trustee, in
addition to all other powers granted by this Will or by law, shall have the following powers over the
Trust estate, subject to any limitations specified elsewhere in this Will:
(a) to retain in the form received and to sell either at public or private sale, any real estate
or personal property except that which I specifically bequeath herein,
(b) to manage real estate,
(c) to invest and reinvest in all forms of property without being confined to legal
investments, and without regard to the principal of diversification,
-5-
(d)
(e)
to exercise any option or right arising from the ownership of investments,
to compromise claims without court approval and without consent of any beneficiary,
to file any federal income tax return for any year for which I have not filed such
return prior to my death,
to make distributions in cash or in kind, or in both, and to determine the value of any
(g)
such property,
(h)
to employ any attorney, investment advisor, or other agent deemed necessary by my
Executor; and to pay fi.om my estate reasonable compensation for all their services,
(i) to conduct along with or with others, any business in which I am engaged in or have
an interest in at the time of my death, and
(j) to receive reasonable compensation in accordance with their standard schedule of fees
in effect while their services are performed.
Article IX
I hereby appoint my nephew, KEVIN MILLER, as Trustee of any Trust(s) created in this
Will. In the event of the renunciation, death, resignation, or inability to act, for any reason
whatsoever of KEVIN MILLER, I nominate and appoint my niece, SUSAN GALLOWAY
RIPLEY as Successor Trustee of any Trust(s) created in this Will.
Article X
I nominate, constitute, and appoint my wife, BONNIE L GUYER, Executrix of my Last
Will and Testament. In the event of the renunciation, death, or inability to act, for any reason
whatsoever of my Executrix, I nominate, constitute and appoint my nephew, KEVIN MILLER,
successor Executor of my Last Will and Testament. In the event of the renunciation, death, or
-6-
inability to act, for any reason whatsoever of KEVIN MILLER, I nominate, constitute and appoint
my nephew, RONALD KEITIt GUYEI~ successor Executor of my Last Will and Testament. I
direct that my Executrix or successor Executor be permitted to serve without bond and in addition to
those powers granted by law, I grant them power to distribute in cash or in kind in like or in unlike
shares and to file any qualified disclaimer I could have filed if living. My Executrix and successor
Executor shall receive reasonable compensation for services rendered to my estate.
Article XI
In addition to the powers conferred by law, I authorize my Executrix and successor Executor,
in his/her absolute discretion:
(a) to retain in the form received and to sell either at public or private sale, any real estate
or personal property except that which I specifically bequeath herein,
(b) to manage real estate,
(c) to invest and reinvest in all forms of property without being confined to legal
investments, and without regard to the principal of diversification,
(d) to exercise any option or right arising fi.om the ownership of investments,
(e) to compromise claims without court approval and without consent of any beneficiary,
(f) to file any federal income tax return for any year for which I have not filed such
return prior to my death,
to make distributions in cash or in kind, or in both, and to determine the value of any
(g)
such property,
(h)
to employ any attorney, investment advisor, or other agent deemed necessary by my
Executor; and to pay from my estate reasonable compensation for all their services,
'7-
,UC.
(i) to conduct alone or with others, any business in which I am engaged in, or have an
interest in at time of my death, and
(j) to receive reasonable compensation in accordance with their standard schedule of fees
in effect while their services are performed.
Will and Testament, on /O - /~/5 ~ -- It5
IN WITNESS WHEREOF, I, RAYMOND E. GUYER, hereby set my hand to this my Last
,1999, at Harrisburg, Pennsylvania.
E. GUYE~
In our presence, the above-named RAYMOND E. GUYER signed this and declared this to
be his Last Will and Testament, and now at her request, in her presence, and in the presence of each
other, we sign as witnesses.
Name Address
-8-
I, RAYMOND E. GUYER, Testator, who signed the foregoing instrument, having been
duly qualified according to law, acknowledge that I signed and executed this instrument as my Will,
and that I signed it willingly as my free and voluntary act for the purposes therein expressed.
Sworn to or affirmed and
acknowledged before me by
RA3(.MOND E. GUYER, the Testator,
on ~. [ CD ,1999.
~ Public
Jan ,I.. BIg~al, Nata~ Public
[m~ pa.,eon 'l~,~p., Dauphin County
My CelllmJsslon Expires Mar. 20, 2000
We, the undersigned witnesses who signed the foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the Testator sign and execute this
instrument as his Will; that he signed and executed it willingly as his flee and voluntary act for the
purposes therein expressed; that each of us in her sight and heating signed the Will as witnesses, and
that to the best of our knowledge, that he was at that time eighteen (18) years or more of age, of
sound mind, and under no constraint or undue influence.
Sworn to or affirmed and
subscribed to before me
by/~-i~4rr~and "~OxclCxP~ ~-~
witnesses, on ~ ~ ~
.,1999.
Notal~blic
Witness
Witness
Jan .L 8m~ Netmy Public
Dauphin County
Expires Mar. 20, 2000
-9-
Name of Decedent:
Date of Death:
CERTIFCATION OF NOTICE UNDER RULE 5.6(A)
~.~ymond E. Guyer
January 28, 2004
Will No.: 2004-00856 Admin No.:
To the Register:
1 certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules
was served on or mailed to the following beneficiaries of the above-captioned estate on :
Name Address
Bonnie L. Guyer, 6317 Brandy Lane, Mechanicsburg, PA 17055
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: 12-10-04
Jean D. Seibert, Esquire
Name
109 Locust Street, Harrisburg,
Address
717-236-9301 i? !''
Capacity:
Telephone
[] Personal Representative
Counsel for personal representative
PA 17101
Name of Decedent:
Date of Death:
CERTIFCATION OF NOTICE UNDER RULE 5.6(A)
Will No.:
l cemfy that not~ce of(beneficial interest) estate administri~tion requirc~oy Rule 5.6(a) of the Orphans' Court Rules
was served on or mailed to the following beneficiaries of the above-captioned estate on :
Name Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
,/a
Date:
Capacity:
Signature
Address
~eieph~ne '
~Personal Representative
[] Counsel for personal representative
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 12/06/2004
SEIBERT JE~ D ESQUIRE
109 LOCUST STREET
H3~RRISBURG, PA 17101
RE: Estate of GUYER RAYMOND E
File Nuraber: 2004-00856
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the ~uMENDMENTS 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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 12/30/2004
Your prompt attention to this matter will be appreciated.
Thank You.
CC:
File
Personal
Judge
Representative(s)
Sincerely,
GLENDA FARNER STRASBAUGH
Clerk of the Orphans' Court
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 12/06/2004
GUYER BONNIE L
6317 BR3kNDY LAi~E
MECHANICSBURG, PA 17055
RE: Estate of GUYER RAYMOND E
File Number: 2004-00856
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 12/30/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Counsel
Judge
Sincerely,
GLENDA FARNER S~
Clerk of the Orphans' Court
F. V.t500EX, )0) Rev-1500
COMMONWEALTH OF ............ ..... ...... ........ ..... ....... ...... .........
PENNSYLVANIA FILE NUMBER
DEPARTMENT OF REVENUE O.q 8SG
DEPT 280601 INHERITANCE TAX RETURN 1J., I
HARRISBURG, i-'A 17128-U601 -
RESIDENT DECEDENT County Code Year Number
DECEDENTS NAME (lAST. FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
f--
Z GUYER Raymond E. 208-28-6691
W
0 DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH
W
U January 28, 2004 December 25,1936 REGISTER OF WILLS
w
0 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MJDDlE INITIAL) SOCIAL SECURITY NUMBER
Guyer Bonnie l 176-34-9019
0 x 1 Original Return 2. Supplemental Return 3 Remainder Return (date of death Dnor 10 12-
':':.'@II) - - -
u"~ 4 limited Estate 4a. Future Interest Comprise (date 01 deatll;Jfter 12.t2-82) 5 Federal Estate Tax Return Required
o ~u - -
.c22
U ~aJ x 6. Decedent Died Testate (Attach copy of Will) 7, Decedent Maintained a Living Trust (Attach a copy of Trllst) 8. Total Number of Safe Deposit Boxes
~ - -
~ 10. Spousal Poverty Credit (date of death between t2-31~91 and 1.1_95) 011. Election to tax under Sec. 9113(A)
9. Litigation Proceeds Received -
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
C' NAME COMPLETE MAILING ADDRESS
=
~ Jean D. Seibert, Esquire 109 locust Street
=
= FIRM NAME (If Applicable) Harrisburg. PA 17101
5}
~ Wion. Zulli & Seibert
0
co TELEPHONE NUMBER
717-236-9301
1 Real Estate (Schedule A) (1) $000' OFFICIAL USE ONLY
2 Stocks and Bonds (Schedule B) (2) $30,327.04 ~
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) $0.00 :
,
z 4 Mort9ages & Notes Receivable (Schedule D) (4) $0.00 !
0 ,
~ 5. Cash, Bank Deposits & Misc. Personal Property (Schedule E) (5) $000 ~
$0.00 ~
...J 6. Jointly Owned Property (Schedule F) (6)
::J o Separate Billing Requested
I-
0... 7 Inter-Vivos Transfers & Misc Non-Probate Property (7) $0.00
<( ......... ....... ........... ............
0 (Schedule G or l)
llJ 8 Total Gross Assets (total Lines 1-7) (8) $30,32704
0:::
9. Funeral Expenses & Administrative Costs (Schedule H) (9) $3,950,00
10. Debts of Decedent, Mortgage Liabilities & liens (Schedule I) (10) $0,00
11 Total Deductions (total Lines 9 & '10) (11) ~Cl 950 nn
12. Net Value of Estate (Line 8 minus Line 11) (12) $26,377.04
13 Charitable and Governmental Bequests(Sec 9113 Trusts for which an elec/ion to tax has not been (13) Moo
made (Schedule J)
14 Net Value Subject to Tax (Line 12 minus Line 13) (14) $26,377.04
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) $26,377.04 x .00 (15) $0.00
z -
0 (16) $000
~ 16. Amount of line 14 taxable a/ lineal rate x
X~ -
~,.. 17. Amount of line 14 taxable at sibling rate x 12 (17) $000
,..:J
~
~ 18. Amount of line 14 taxable at collateral rate x 15 (18) $[] nn
0
u 19. Tax Due
(19) $000
20.0
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Cecedt 't', Cf'mplete Address:
STREET ADuRESS 6317 Brandy Lane
CITY I~TATE 1~'P
Mechanicsburg PA 17'Ga&- I ~C ~j'C
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
$0.00
3.
Jnterest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C) (2)
$000
4.
Total Interest/Penalty (0 + E) (3)
If line 2 is greater than line 1 + line 3, enter the dffference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
$0.00
5.
If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
(5)
(5A)
(5B)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
$0.00
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:
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 revisionary interest; or
d. receive the promise for life of either payments, benefits or care?
If death occurred after December 12, 1982, did decedent transfer property within on year of death
without receiving adequate consideration?
Did decedent own an "in trust for" or payable upon death bank account or security at his or her
Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
Yes
No
2.
~
B
~
EB
3.
4.
contains a beneficiary designation? [ZJ CJ
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS tS YES, YOU MUST COMPLETE SCHEDULE G AND FILE tT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return. Including accompanying schedules and stalements, and to Ihe best of my knowledge and belie1. It IS true. correct,
and complete
Declaration of preparer other than the personal representative is based on all the information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
/ f~0"\.\\';':F ~. '1Ild~Z:'
ADDRESS
6317 Brandy Lane, Mechanicsburg, PA 17055
SIG URE OF P RER OTHER THAN REPRESENTATIVE
DATE
)1 "'j' 11) )N. ~-
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 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.
99116 (a) (1.1) (iill. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a
tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is 0'% [72 P.S. 99116(a) (1.2)J.
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. 99116(1.2) [72
PS. ~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. 99116(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-1503;;:;X= (1-97)(1)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Raymond E. Guyer
FILE NUMBER
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
$27.539.84
296 shares of General Dynamics Corporation common stock @ $93.04 per share
2.
64 shares of Prudential Financial Inc. common stock @ $43.55 per share
$2,787.20
TOTAL (Also enter on line 2, Recapitulation)
(If more space IS needed, Insert additional sheets of the same size)
$30.327.04
R!:V-1509EX+{1-97)(1)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Raymond E. Guyer
FILE NUMBER
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S} NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. Bonnie L. Guyer
6317 Brandy Lane
Mechanicsburg, PA 17055
Wife
B.
c.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY DATE OF DEATH %OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank accour: number or similar ide~rfying n;;mber. DECO'S VALUE: OF
NUMBER TENANT JOINT Attach deed forjoinliy-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. AI! other assets were jointly held between decedent and wife,
Bonnie L. Guyer
TOTAL (Also enter on line 6, Recapitulation) SO.OO
(If more space is needed, insert additional sheets of the same size)
R:.V.1510 EX. (1.97)(1'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Raymond E. Guyer
FILE NUMBER
This schedule must be completed and filed if the answer 10 any of questions 11hrough 4 on the reverse side of the REV-1500 COVER SHEET is yes
DESCRIPTION OF PROPERTY % OF DECO'S TAXABLE
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHI?TO DECEDENT AND THE DATE OF TRANSFER DATE OF DEATH INTEREST EXCLUSION
NUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET (IF APPLICABLE) VALUE
1. Standard IRA - American Funds, account # 61325457. Spouse, Bonnie L. 100.0% SO.OO
Guyer, is beneficiary
2. Roth IRA - Eaton Vance, account # 5005255129. Spouse, Bonnie L. 100.0% $0.00
Guyer, is beneficiary
,
TOTAL (Also enter on line 7, Recapitulation) SO.OO
(If more space IS needed, Insert addItional sheets of the same size)
R;oV-1511 EX+ :1-97)(1)
COMMONWEALTH OF PENNSYLVANIA
INhERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Raymond E. Guyer
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State Zip
-
Year(s) Commission Paid:
2. Attorney Fees - Wion, Zulli & Seibert $350.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Bonnie L. Guyer $3.500.00
Street Address 6317 Brandy Lane
City Mechanicsburg State PA Zip 17055
-
Relationship of Claimant to Decedent Wife
4 Probate Fees S100.00
5. Accountant's Fees
6. Tax Return Pre parer's Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $3.950.00
(If more space is needed, insert additional sheets of the same size)
REV-15',~ EX + (9-00))
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA
INHERITANCe TAX RETURN
RESIDENT DECEDENT
BENEFICIARIES
ESTATE OF
Raymond E. Guyer
FILE NUMBER
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY 00 Not llst irustee(s} OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116 (a) (1.2)]
1 Bonnie L, Guyer Wife 100% of estate
6317 Brandy Lane
Mechanicsburg, PA 17055
ENTER DOLLAR AMOUNTS FOR DISTRtBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, 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 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $0.00
(\f more space IS needed, Insert additional sheets of the same size)
REGISTER OF WInS OF CUMBERLAND COUNTY, PENNSYLVANIA
INVENTORY
Estate of: Raymond E. Guyer, Deceased
No.:
~ I ~ 0 i - OD g 5&
Date of Death: January 28,2004
Social Security No.: 208-28-6691
Personal Representative(s) of the above Estate, deceased, verify 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 ofthe date of the Decedent's death, and that Decedent owned no real estate outside of the
Commonwealth of Pennsylvania except that which appears in a memorandum at the end of the Inventory, I
verify that the statements made in this Inventory are true and correct. I understand that false statements
herein are made subject to the penalties of 18 Pa. C.S, Section 4904 relating to unsworn falsi fication to
authorities.
Name of Attorney: Jean D. Seibert, Esquire
Personal Representative:
ID.No.: PA41713
Bonnie L. Guyer, Executrix
Address: 109 Locust Street
Harrisburg, P A 17101
-2j
\ .
Dated: '- \ d Y)
I~) J,{~' (; 5
Telephone: 717-236-9301
Description
Value
296 shares of General Dynamics Corporation common stock @ $93.04 per share
$27,539.84
64 shares of Pm de ntia I Financiallnc. common stock @ $43.55 per share
2,787.20
Total
$30,327.04
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE EST ATE. IF EST ATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY
UNTIL COMPLETION
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
Estate No.:
Raymond E. Guyer
January 28, 2004
2004-00856
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:
(date)
3. If the answer to No. 1 is yes, state the following:
D.
Did the personal representative file a final account with the court?
Yes No x
The separate Orphans' Court No. (if any) for the personal representative's
account is: (Not Applicable in Dauphin County)
Did the personal representative state an account informally to the parties in
interest? Yes No x
co~tt.1e~oi~vals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be attached
to this report.
A.
B.
C.
c:::>
c:>
~
Jean D. Seibert, Esquire
Name (Please type or print)
Date: II (f /.;J, d!JoS
'.:"l
109 Locust Street, Harrisburg, PA 17101
Address
....-;...-
(MAH:nntl ~)
717-236-9301
Telephone No.
Capacity:
Personal Representative
d1
x Counsel for Personal Representative
R.W. . 58