HomeMy WebLinkAbout04-0910
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PETITION FOR PROBATE and GRANT OF LETTERS
NO..2I- d4 -qlD
To:
Register of Wills for the /I
Deceased. County of CUVVlJ.,..JCllA....a-in the
Social Security No. I 7 -z.~ 0 I ~ II? ( Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an th~ execut ~ , X
in the last will of the above decedent, dated '5 e fZl=' '2- '"2
and codicil( s) dated
Estate of -.Jet i"T\~ :i
also known as
L, Lullso",",
named
, 19~cX><f
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C'."...... b~y I tA.~ County, Pennsylvania, with
h ., ~ la~t family or principal residence at . ~ 25 S, IN e s +- S+v-ee-i-
",.--Itd.e . .4 ,
/ (list street, number and muncipality)
,19 200i-
Decendent, then <7r'7? years of age, died
at 52-> S, I/Ve Sf-, C..." -
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 fqr probate; was not the victim of a killing and was never adjudicated
incompetent.: C orr<:...c..:t
,"
Deeeudent 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: V1 " ., e.
o
$
$
$
$
1'2,000,00
WHEREFORE, petitioner(s) respectfully
presented herewith and the grant of letters
request(s) the probate of the~: will and codiciJ.(s)
~o d:: -..' N
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(testamentary; administration c.1.fl administration d.b.~:c.ta.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF ~""""~\n n ri
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well trulyadmi i t the esta according to law.
Sworn to or
beforn3is
affirmed and
t"'-
subscribed
day of
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No. .:2./-04- -q 10
Estate of
3"' D..'<'Y\e.5
L ~\\~-.,'C\
. Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW OC+rw..." r --y"=.\.-\ .;;>.ocf-f1Xl_, 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 ot - .;l.0l- aoc::H
described therein be admitted to probate and filed of record as the last will of
30- '<'<"---e.", L_ ~ \"',""'-
and Letters ~"S.+rt\r"V"lo.~n ""\-~ ".I t(
are hereby granted to ~ 'N"\ l, V-'P~l
,
FEES
Probate, Letters, Etc. ......." $ S-- . C'i-.")
Short Certificates( )....,..... $ ~.("'X.,
~6i";p~Q~ ~~$ 3. cD
]Ct'!' $ II). ('It)
TOTAL _ $10.".00
Filed .,.. \i) :-.~. 7 .0':1.................
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RegisterofWi~' .~lS
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ATTORNEY (Sup. Ct. tD, No.)
ADDRESS
PHONE
IIIII~ SI'~ 1\1-:\' ')IS!>
This is to ccrtify that thc information here given is correctly copied from an original cert.ificate of death dulyfiled with me as
Local Registrar. The original ccrtificate will be forwarded to the State V lIal Records Office for permanent fIlmg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fec for this certificate, $2.00
No.
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P 10685483
OCT 0 4 2004
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COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECQR.9S
CERTIFICATE OF DEATH :;'.
"'1J
..Cumberland
DECEOfNT'S USUAl OCCUPIiIfION
tGvelurldIlllWllfk_o.wlllQ_
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I~Lrc an se Mana er "..E.J. Korvatte
ClaDE-NT'S MAILING ADOAESS (SIr.... ClvIIDwn. sa-. ZlpCoo>>) DlCEOENT'S
525 South West Street Apt. D ~~~
Carlisle. PA 17013 ~~~
,~
FRHEA.SNAME IF....~, Lalli
... Lester Wilson
lNFOfIlMNrS NAME {T l"*P'inll
Karen Mur h
urnooo "" """""""
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Carlisle
UtDOF BUSlNESS/INDUSTFlY
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NAMEOf' DECEDENTlf.sr 101_, ..,
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I. James L.
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Wilson
UNDEFll YEAA
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#2 Box 885 Landisbur
PLACEOFOISPOSITION.pq",.IIIl~.C'~
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NAME AHDADORI!SSOF FAClI..lTY Auer
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LAST WILL AND TESTAMENT
If)
OF
JAMES L. WILSON
I, JAMES L.WILSON, of the Borough of Carlisle, Cumberland County, Pennsylvania,
being of souiId and disposing mind, memory and understanding, do hereby make, publish and declare
thli;, ~and ffif my LasLWill and Testament, hereby revoking all other wills and codicils heretofore
mrid~by meS .. '.
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FIRST: I direct that all my just debts and funeral expenses, including my grave
marker, shall be paid from the assets of my estate as soon as practicable after my decease.
SECOND: I give, devise and bequeath the residue of my estate, of every nature
and wherever situate, to my children equally.
THIRD: I direct that all taxes that may be assessed in consequence of my death,
of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a
part of the expense of the administration of my estate.
FOURTH: I nominate, constitute and appoint, KAREN L. MURPHY, Executrix
of this my Last Will and Testament.
FIFTH: I direct my Executrix and her successors shall not be required to give
bond for the faithful performance of their duties in this or any other jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and
Testament, consisting of one (1) typewritten pages, each identified by my signature, this nod day of
September 2004.
(SEAL)
Signed, sealed, published d declared by the above-named Testator, JAMES 1. WILSON, as
and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and
presence, and in the sight and presence of each other, have hereunto subscribed our names as
witness s.
G7]----/ ~/
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
I, JAMES L. WILSON, Testator, whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it
as my free and voluntary act for the purposes therein expressed.
Sworn or affirmed to and acknowledged before me by James L. Wilson, the Testator, this
22nd day of September 2004.
~
(SEAL)
COMMONWEALTH OF PENNSYLVANIA
Public
COIIIIOIIWI!AL1M 01' I'!tWNSYLYANIA
NOTARIAL lEAL
RONALD.. .IOHNION, NOTARY PUBLIC
CARlISle 8011O, CUMBERLAND CO PA
MY COMMISSION EXPIRES MARCH 11:' 2008
COUNTY OF CUMBERLAND
)
: SS.
)
We, KAREN L. MURPHY and BRAD MURPHY, the witnesses whose names are signed to
the attached or foregoing instrument, being duly qualified according to law, do depose and say that
we were present and saw Testator sign and execute the instrument as his Last Will and Testament;
that James L. Wilson, signed willingly and that he executed it as his free and voluntary act for the
purpose therein expressed; that each of us in the hearing and sight of the Testator signed the Will as
witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of
age, of sound mind and under no constraint or undue influence.
Sworn or affirmed to and subscribed to before me by KAREN L. MURPHY and BRAD
MURPHY, witnesses, this 22nd day ofSeptemb 2 04.
(SEAL)
(SEAL)
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CARI.IIU lIOIIO, CUll If ~ co. M
MY COIIIIIIIION All 1_ .* ICII tt,
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: -:J6 VVl e~
~ /36 /oL(
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Will No.: ~ 00 Y - 009/0
L. U)t!.,o n. Sr
Date of Death:
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Admin. No.: {;(/ - () 4 - O? / ()
Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State ~he~r administration of the estate is complete:
Yes E)/ No 0
2. lfthe answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. lfthe answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No Gl/
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal ~r~ntative state an account informally to the parties
in interest? Yes l.kr" No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk ofthe Orphans' Court
Date: ,_ tD /O:d may be attached to this rj( ~ '/ /bt74
~ I' Signature
J<o.tt'n L. fJ1()rfAI
Name
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Address I/}O 4-6
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Telephone No.
Capacity: ~onal Representative
o Counsel for personal representative
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Name of Decedent;
!:E..RTIFICATION OF NOTICE UNDER RULE 5.6(a)
10 WI e.<; L, U)I/Son Sr,
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Date of Death:
Will No. ,:) 00 Lf - 009 J 0
Admin. No. ,::;;. / --:0 c.f - 0'1/0
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the
served on or mailed to the following beneficiaries of the above-captioned estate on
Name
Address
'- 50 e QrJ f' .s e 11 bop rr..j
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'I?? l{) Tondlc iU} rYl.Nha':',dJv7ffl
r;ILjI Dwner j)1'!~e J c ~rlry Gi2o!L€.>} Jl /'lJCo<
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
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Address if<J:d, &~ ?Rs
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Telephone (711) 7'?1 - 449D
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX111-961
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 005823
MURPHY KAREN
RD 2 BOX 885
LANDISBURG, PA 17040
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
nnnn fold ---------- .-------
101 I $166.71
ESTATE INFORMATION: SSN: 172-01-1161 I
FILE NUMBER: 2104-0910 I
DECEDENT NAME: WILSON JAMES L I
DATE OF PAYMENT: 09/22/2005 I
POSTMARK DATE: 09/22/2005 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 09/30/2004 I
I
TOTAL AMOUNT PAID: $166.71
REMARKS: KAREN MURPHY
CHECK# 14072
INITIALS: RSK
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
REV-1500
FILE NUMBER
":l ~ - -.-Sl "'-
COUNTY CODE YEAR
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SOCIAL SECURITY NUMBER
/7.2.
THIS RETURN MUST BE FILED IN DUfLlCATE WITH THE
REGISTER OF ILLS
SOCIAL SECURITY NUMBER
1. Original Return
o 4. Limited Estate
o 6. Decedent Died Testate (Attach copy of Will)
o 9 Litigation Proceeds Received
o 2. Suppiernental Return
D 4a. Future Interest Compromise (date of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy of Trust)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
o 3, Remainder Return (dale of de~h prior to 12-13-82)
I
o 5. Federal Estate Tax Return 1eqUired
8. Total Number of Safe Dep011t Boxes
113(A) (Attach Seh 0)
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COMP.LETE MAILING ADDRESS :)
(;,3 Lf n1c Ca he- koo-J.
La ndJshufY PeL
1. Real Estate (Schedule A)
2 Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
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4. Mortgages & Notes Receivable (Schedule D)
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5 Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-VIvos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
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9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities. & Liens (Schedule I)
11 Total Deductions (total Lines 9 & 10)
qJ qq6.~lf
/) '1, ~q .(J, I
12. Net Value of Estate (Line 8 minus Line 11)
13. Charltabie 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)
(12)
(13)
(14)
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SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
x .0_ (15)
16. Amount of Line 14 taxable at lineal rate
x.O _ (16)
/6G,7/ Ii C<" 0'1
x .12 (17)
17. Amount of Line 14 taxable at sibling rate
x .15 (18)
ftf?
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18. Amount of Line 14 taxable at collateral rate
19. Tax Due
(19)
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
I '>em ,,,eo,,
CITY
,
I STATE
ZIP
-~
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
1'0' ? I
ss-,.r'l
Total Credits (A + B + C ) (2)
3. InteresUPenalty if applicable
D. Interest
E Penalty
TolallnteresUPenally ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference, This is the TAX DUE. (5)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(SA)
(5B)
16(;.1/
A. Enter the inlerest on the tax due.
Make Check Payable to: REGISTER OF WILLS, AGENT
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property lransferred;...... ............................. . .................................. 0
b. retain the righl to designate who shall use the property transferred or its income;... ........................... ............ 0
c. retain a reversionary interest; or ............................................................................ ................................ ....... 0
d, receive lhe promise for life of either payments, benefits or care? ............................ .................... ....... 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ... ..................................... ................................ ........................... ....... 0
3, Did decedenl own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0
4. Did decedent own an Individual Retirement Account. annuity, or other non-probate property which
contains a beneficiary designation? ......................... ................................... .....................................
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE
'7046
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% [721 P.S, ~9116 (a) (1.1) (ii)],
The statute does not exemot a transfer 10 a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return ~re still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The lax rate imposed on lhe 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 slepparent of the child is 0% [72 P.S. ~9116(a)(1.2)].
The tax rale 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) [7~ 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)(13)] A sibling is defined, under Section 9102, as an
i~dividual who has at least one parent in common with the decedent, whether by blood or adoplion,
,
",.- I
,
-..,~ '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
~ 111'1 ~ <:. L, lu} I. <'0 '7
FILE NUMBER
;;<'/04 - 09/ 0
Include the proceeds of litigation and the date the prooeeds were reoeived by the estate. All property jointly-owned w~h the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
;<,
DESCRIPTION
(Y) C( T Be{ n kj cheeJ: I Y)~ ctee ou n t
/Vo. ,;l0S4C;/3;;<
proceeds 0+ S../e of /Jouse hold. ,Jccd.s,
r~ e-/.u nl R en-f Peposf f
VALUE AT DATE
OF DEATH
10) 73.5", 00
/3'7. 80
:,..
'-
SII t ~s
TOTAL (Also enter on line 5, Recapitulation) '/13 g 4 , 4 r
(If more space is needed, insert additional sheets of lhe same size)
...
REiV-1511 EX+ (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
-r"ct rVH!.S; L. W I ISo n
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
.:!2 j () c.; - ocr 1(")
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A
FUNERAL EXPENSES:
Cerhflecl Cople s;.
CO~Y) -1-( CorOner
DESCRIPTION
o I' Deed- h Ce r-+ r{l Cex-fe $
Name of Personal Representative(s)
Social Securily Number(s)/EIN Number of Personal Representative(s)
Claimant
Street Address
City _
Relationship of Claimant to Decedent
4.
Probate Fees
1.
B. ADMINISTRATIVE COSTS:
1, Personal Representative's Commissions
Streel Address
City
Year(s) Commission Paid:
2, Attorney Fees
State _ Zip
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
State _ Zip
(If more space is needed, insert additional sheets of the same size)
TOTAL (Also enter on line 9, Recapitulation) $
MOUNT
J~/OO
~/OO
G~'. 00
· 00
REV-1512EX" r1.97)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYl VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF ,
~~lV1e., L, ~th (SO I)
FILE NUMBER
d I04-.-d1 /0
Include unreimbursed medical expenses,
ITEM
NUMBER
-
0\. '
3.
L-f.
S'
0,
?
q,
9.
I L) ,
!I.
I';;' ,
15.
DESCRIPTION
AMOUNT
C:I.TI CC\rcL
It- TT LOI~1' Di.5h.{flG ~
Co..r~lsJe l{eJ' n1ecI CTr.
Spr/r1t. _ .
JuiSt\0 de., !-ayv/I It pro..ct,ce.
rYlo{fl rr Hec,('f Cln,L \!C{Sc-<...' 1a..V'
Ca.r-/, s./~ ~t-llOlo<Ji Assc>c,
Phi /, p D Ccu.eYI Lun .
R r,C AsSoc. (J?acL I'oJ1og )
Ancl.orru.. f<Jcr..d'oI09y4sso1.
PPL
fY7 q T Belli k (o..rJ..,
p~nn's Woods Phj.s.IC4..-I-rhffo..pi
Lf) ?S-(, 32?
?'l, O?
I
1fi'r,4S-
38.01
S-3.01
J '7, 3.;<
do, '? 'is'
'1 ~ ,;( 1
tS. F??
q, 0 I
S~, 94
4/~33L{(,
~?, ??
TOTAL (Also enter on line 10, Recapitulation) $
(If more space IS needed, Insert additional sheets of the same size)
RI':V-1513 EX+ (9-00*,
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
,--'a M.oS L. w),15-,oll
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I TAXABLE DISTRIBUTIONS [include outrighl spousal dislributions, and lransfers under
Sec. 9116 (a) (1.2)J
1. !<'o..r-en l-, Mure-hl
(; 3 Lf (Y/ c Co.. be. f<o{d,
/-0. nd IS bo f'J, ~b. /l}oLfO
;l.. SuzqrmQ, Que5fnberl'I
Cf3.3 W. Trlndle. Road
fYJec.haYllGJ: borJ f6. I?os-s-'
31 ~Y\Ile.s L. lu I/SO 'l) -Sr.
G /4 / Dd.n () e r Dr' VeJ
Sprl n'J Grove 1 p~ /'l3k;~
FILE NUMBER
,~/0L{ - 09/0
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
JO,Uj hfe..-
Ja.ujh+e.r-
-Son
f d+ res;due
i
f JreS:dUfb
I
or ,
I t es:/ do e
-
-3
I
,
I
I
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 CO ER 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.
I
I
I
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert addilional sheets of the same size)
,
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP <06-05)
DATE 11-21-2005
ESTATE OF WILSON JAMES L
DATE OF DEATH 09-30-2004
FILE NUMBER 21 04-0910
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-20-2006
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WILSON JAMES L FILE NO. 21 04-0910 ACN 101 DATE 11-21-2005
KAREN MURPHY
634 MCCABE RD
LANDISBURG
PA 17040
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) 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 D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
0)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
11.384.45
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
11,384.45
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate SUbject to Tax
113.00
(9)
(0)
9.882.24
(1)
(2)
(3)
(4)
9.991i.?4
1,389.21
. 00
1,389.21
NOTE: If an assessment was issued previouslY, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(5) .00 X 00 .00
(6) 1,389.21 X 045 = 62.52
(7) .00 X 12 .00
(8) .00 X 15 .00
(9)= 62.52
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-22-2005 CD005823 .72- 166.71
TOTAL TAX CREDIT 165.99
BALANCE OF TAX DUE 103.47CR
INTEREST AND PEN. .00
TOTAL DUE 103.47CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE for-
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) \J
..
REV-1470 EX (6--88)
r
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
FILE NUMBER
REVIEWED BY
ACN
2104-0910
101
Wilson, James L.
Kathy Leo
ITEM
SCHEDULE NO.
EXPLANA liON OF CHANGES
Changed tax rate from 12 percent to 4.5 percent as a child is a lineal beneficiary.
ROW
Page 1
BUREAU OF INDIVIDUA('TAXE'S
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REV-1607 EX AFP (03-05)
,'-
(.. ~;: ~j b
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-03-2006
WILSON
09-30-2004
21 04-0910
CUMBERLAND
101
JAMES
L
KAREN MURPhV
634 MCCAIlE RD
LANDISBURG
Allount Rellitted
PA 17040
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE
-+
RETAIN LOWER PORTION FOR YOUR RECORDS
+-
REV-1607 EX AFP (03-05)
~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF WILSON JAMES L FILE NO.21 04-0910 ACN 101 DATE 01-03-2006
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-14-2005
PRINCIPAL TAX DUE: 62.52
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-22-2005 CD005823 .72- 166.71
12-14-2005 REFUND .00 103.47-
TOTAL TAX CREDIT 62.52
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
II IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l
r<f.