HomeMy WebLinkAbout04-0903 PETITION FOR PROBATE and GRANT OF LETTERS
Estate oS' /~u'J-h E. EC~<,~r""J- NO.~l--Oq~-q03
also known as To:
Register of Wills for the , ~
· Deceased. County of ~ in the
Social Security No. ~Oq ' 0 ~'~ - ~O 190 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that;
Your petitioner(s), who is/are 18 years of age or older an the execut r J ~( named
in the last wilt of the above decedent, dated ~}LIt~E. I"'/ , 19 (09
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in CLIr'~:)~.~]O.-~ d County Pennsylvania, with
~last famiIy or principal residence at ~qC] glexc~ndeY- 5prt~a Pal.
(list street, number and muncipality)
De~n~t,~h~n~yearsofage, died ~0%~ ~l. ~ ~ ,~
Except as follows, decedent d~d not m~, was not d~vorced and d~d not have a/chi d born or addpted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ ~ ~ ~ . OO
(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:
WHEREFORE, petitioner(s) respectfully request(s) the p~'obate of the last will and codicil(s)
presented herewith and the grant of letters 'TC~I'Q IY~m,_.r3TEIY'~
theron. (testamentary; administration c.t.a,; administration d.b.n.c.t.a.)
OATH OF PERSONAL REPRESENTA~ ~IVE o ;;:
COMMONWEALTH OF PENNSYLVANIA ~ 'z'' f.6 :
COUNTY OF ~m~a~l~ ~ 3ss ~
The petitioner(s) above-named swe~(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge ~d belief of petitioner(s) and that as person~ represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affi~ and' subscribed ~ ~ ~,~g~ ~. ~Q ~/
bef~¢ ~e this day of ........ ~
No.
Estate 6f"--~Lk:~ ~ ~'cS~C'~z , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW C~e ~'"~"- ~0 ~4 ~__, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DEC~ED that the instrument(s) dated ~- [~ ~ IQ [O~
desc~ therein be admitted to probate ~d filed of record as the last will of
;
~d Letters ~~~t*
are hereby granted to~ t t ~ n ~ ~ ~ ~
FEES
Probate, Letters, Etc .......... St~. 03
Short Certificates( ) .......... ~ ~ · O~ A~ORNEY (Sup. Ct. I.D. No,)
ADD.SS
TOTAL $
PHONE
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of No.
also known as To:
Register of Wills for the
Deceased. County of in the
Social Security No. Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut named
in the last wilt of the above decedent, dated ,19__
and codicil(s) dated
Decendent was domiciled death in Pennsylvania, with
h last family residence at
Decendent, then died ,19.
at '
Except as follows, decedent did was t did not have a child born or adopted
after execution Of the will offered for not th and was never adjudicated
incompetent: ~,.
D~cendent at death owned property with follows:
(If domiciled in Pa.) All personal $
(If not domiciled in Pa.) Personal $
(If not domiciled in Pa.) Personal property i: I ( $.
Value of real estate in Pennsylvania $
situated as follows:
WHEREFORE, petitioner(s) respectfully 6quest(s) the the last will and codicil(s)
presented herewith and the grant of letters
(testamentary; .a.; administration d.b.n.c.t.a.)
theron.
~ .
OATH OF' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF
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 and truly administer the estate according to law.
Sworn to or affirmed and subscribed{ ~.
before me this day of
Register
__ ~ ~egister of ~ill~ of Cumberlanl~ Countp
OATH OF SUBSCRIBING WITNESS
Estate of'~ ~ ~"c.t~- No. ¢~ I - Oq
Also known as
, Deceased
(each) a subscribing w/mess to the w/Il/codicil presented herewith, (each) being duly qualified
according to law, depose(s) and say(s)¥'~ ~qCOpresent and saw
~q'~\ Y,~N ~ ~-~C [~,,-Ct~ , the testat ~t >~ sign the same and
that ~ signed as a w/mess at the request of the testat c"~ ~ in h.~__ presence
and (in the presence of each other) (in the presence of the other subscribing w/mess(es).
mame~
(Address) ~ ,iJ4.)l-7'Or~
Sworn to or affirmed and subscribed
Before me this ~ day of
0 C-to ~3c--r~ ,2o_o~t
(Name)
For the Register ~ it ~l ~/jj~' (Address)
__ ~ ~egi~ter of ~9iiI~ of ~uml~erIart~ ~mmtp
OATH OF SUBSCRIBING WITNESS
Also known as
, Deceased
(each) a subscribing witness to the will/codicil presented herewith, (each) being duly qualified
according to law, depose(s) and say(s) .~ t,ea~present and saw
'---~ar~ ~' ~"c_.~,_r-~ , the testat~ X, sign the same and
-~a~t,~.~- .~ .~ 3~igned as a wimess at the request of the testat ~ ~ in h ~ r-- presence
and (in tha:gresence of each other) (in the presence of the other subscribing witness(es).
(Nme)
(Address)
Sworn to or affirmed and subscribed
Before me this 5 day.of
0 C T'O lB DI"~ 20 Crq
(Name)
For the Register ~JLi_ [/~/~.Z~ ~ ~,~ (Address)
his is to certify that the information here given is correctly copied t¥om an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
P 10589862 ' AU6 24
No. ~ ~ C'. Date
CERTIFICATE OF DEATH
Ruth E. ~kert ,.Fmle ,. 2~ -- 03 -- 61~ ~ Aught 21, 2~
93 : I April 14 ~ ~ ~ ~ ~ ~ ~
I 1911 Pe~ ~ty P
~rl~d N. 3DiCki~n 849 Alexander Spri~ R~d ,~.~..~ ~ite
~rlisle PA 17013 ~ ,~.~ C~rl~d ~
~ ' 3:39 pm u ~, AuSus~ 2[, 2004 ~
LAST WILL AND TESTAMENts. OF
RUTH E. ECKERT
I, RUTH E. ECKERT, widow, of Dickinson ~w~i~]
Carlisle), Cumberland County, Pennsylvania, bei~g:o,f sound and disposing
mind, memory and understanding, do hereby make, publish and declare
ibis as and for my last Will and Testament, hereby revoking and making
void any and a~l Wills by me at any lime herelofore made.
1. I direct my hereinafter named Execulrix to pay all of my just
debls and funeral expenses as soon afler my dealh as may be found convenien~
lo do so.
2. A~I ~e res~, residue and remainder of my es~a~e, real~ personal
and mixed, and wheresoever the same may be si~ua~e, I give, devise and
bequeath ~o my daugh~er~ Beulah A. Haar~ of R. D. ~ 5~ Carlisle,
Pennsyl~nia, her heirs and assigns, provided my said daugh~er~ Beulah A.
Haar, sha~l sur~ve me by a period of N~ne~ (90) days.
3. Should my said daugh~er~ Beulah A. Haar, pre-decease me or
~~' even~ all ~he res~ residue and remainder of my es~ate~ rea~ persona~ and
mixed~ and wheresoever ~e same may be si~at~, I g~ve~ de~se and
bequeath ~o ~he children of my daughter, Beulah A. Haar~ their heirs and
assigns, in equal S~res. At the presen~ time my daughter, Beulah A.
~ Haar, is the mother of one ehild~ Laurie Ann Haar, born November 28~
1967.
4. Should any person less than 21 years of age share in my estate,
I nominate, constitute and appoinl lhe Farmers Trust Company, 1 Wesl
High Streei, Carlisle, Pennsyl~nia, its successors and assigns, as
Guardian of the eslale of such minor child and I aulhorize and direct said
Guardian lo invesl the same and to pay so much of lhe income arising
thereon logelher with so much of the principal thereof which in ~e opinion
of said ~uardian is necessa~ or desirable to be expended for lhe proper
maintenance, support, or education of such minor child, to the person having
custody of such minor child, and upon such child attaining 21 years of age to
pay the then remaining principal together with any undistributed income lo
such minor child.
5. I hereby nominate, constitute and appoint my said daughter, Beulah'
A. Haar, as Executrix of this my last Will and Testame?.t, but should she
pre-decease me or fail to qualify, then in such event I nominate, constitute
and appoint Farmers Trust Company, 1 West High Street, Carlisle,
Pennsylvania, or its successor, as Executor of this my last Will and
Teslameni and further direct that neilher one shall be required to post any'
bond to secure the failhful performance of her or its duties in the
Commonwealth of Pennsylvania or in any other jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my
last Will and Testament written on two (2) pages this /7 ~day of June, 1969.
Ruth ~. Eckert
Signed, sealed, published and declared by Ruih~E. Eckert, the Testatrix
above named, as and for her last Will and Testament, in our presence, who,
in her presence, at her request, and in the presence of each other, have
hereunto subscribed our names as attesting witnesses.
(~ERTIFICATION OF NOTICE UNDER RULE ~.(~a)
Name of Decedent: Ru~h E. Eckert
DateofDeath: August 21,2004
Will No.2004-00903 Admin. No. 21-04-0903
To the Register:
I certify that notice of (beneficial interest) estate admlnistra ion r '
Ornhans' Court R .......... a ...... . ..... ~ equlred by Rule 5.6(a) of the
on'October 14, 20~e .......... uu u, mmiea ro me IOllOWmg oeneticlarles of the above-captioned estate
.Nam~ Address.
Beulah A. Ham- 849 Alexander Spring Road, Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under Rule $.6(a) except
Name.'~Ur~ricia D, Naylor~
Address: 104 S. Hanover St., Carlisle, PA 17013
Telephone: (717)243-7437
Capacity: , Personal Representative
X Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE REV-1162 EX(11-96)
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 004632
HAAR BEULAH A
849 ALEXANDER SPRING RD
CARLISLE, PA 17013
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 (;4,990.39
ESTATE INFORMATION: SSN: 204-03-6180
FILE NUMBER: 2104-0903
DECEDENT NAME: ECKERT RUTH E
DATE OF PAYMENT: 1 1/1 6/2004
POSTMARK DATE: 11/1 6/2004
COUNTY: CUM BERLAN D
DATE OF DEATH: 08/21/2004
TOTAL AMOUNT PAID: $4,990.39
REMARKS: HARR
CHECK# 1
INITIALS: CCP
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.2B0601
HARRISBURG. PA 17128-0601
REV-1162 EX( 11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
HANFT MICHAEL J
19 BROOKWOOD AVENUE
SUITE 106
CARLISLE, PA 17013
--------IOld
ESTATE INFORMATION: SSN: 1 79~30~3130
FILE NUMBER: 2103-0905
DECEDENT NAME: MCPHERSON EDWARD A
DATE OF PAYMENT: 01/27/2005
POSTMARK DATE: 01/25/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 10/21/2003
NO. CD 004887
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1.99
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK#1024
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$1.99
GLENDA FARNER STRASBAUGH
REGISTER OF WillS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG, PA 17128-0601
:-: _fJ f;'f; 2: L}3
April 28, 2005
C' 'C' Tl'll!Phone
\ ,,;
OR; (71 n:7~~3930
:nFAX (717) 772:.0412
John C Oszustowicz
Attorney at Law
104 South Hanover Street
Carlisle, Pa 17013
Re: Estate of Ruth E Eckert
File Number 2104-0903
Dear Sir or Madam:
This is in response to your request for an extension of time to file the Inheritance Tax Return for
the above estate.
In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for
filing the return is extended for an additional period of six months. This extension will avoid the
imposition of a penalty for failure to make a timely return. However, it does not prevent interest from
accruing on any tax remaining unpaid after the delinquent date.
The return must be filed with the Register of Wills on or before 11/21/2005. Because Section
2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s)
will be granted that would exceed the maximum time permitted.
'---1;;;.1
('" .
~,~;~'
Claudia Maffei, Supervisor
Document Processing Unit
Inheritance Tax Division
<;.>l...
q...
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-04-0903
------------------------------------------------------------------------------
ESTATE OF RUTH E. ECKERT, DECEASED
Late of Carlisle, P A
---------------------------------------------------------------.--------------
FAMILY SETTLEMENT AGREEMENT
BEULAH A. HAAR, EXECUTOR
Date of Death: August 21, 2004
Letters Granted: October 6, 2004
First Complete Advertisement of Grant of Letters: October 29, 2004
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John C. Oszustowicz, Esq.
104 South Hanover Street
Carlisle, PA 17013
(717) 243-7437
pt
AGREEMENT TO INDEMNIFY, RECEIPT, AND RELEASE
THIS AGREEMENT, by and among Beulah A. Haar Executrix of the Estate of Ruth E.
Eckert Deceased, and Beulah A. Haar.
WHEREAS, Ruth E. Eckert died August 21, 2004, testate, a resident of Cumberland
County, Pennsylvania; and
WHEREAS, the Last Will and Testament of Ruth E. Eckert dated June 17, 1969, was
duly probated in the Office of the Register of Wills ofCumberIand County, Pennsylvania as
appears of record at Number 21-04-0903 (a copy of the Will is attached hereto and marked
Exhibit A); and
WHEREAS, Letters Testamentary were issued to Beulah A. Haar on October 6, 2004;
and
WHEREAS, said Executrix has duly administered the estate according to the laws of the
Commonwealth of Pennsylvania; and
WHEREAS, in Item 2 of her Will, decedent gave, devised and bequeathed the rest,
residue and remainder of her estate, real personal and mixed, and wheresoever the same may be
situate to Beulah A. Haar; and
WHEREAS, Beulah A. Haar has been furnished with a complete listing of the estate
assets, receipts and disbursements; and
WHEREAS, it is the desire of the parties to this Agreement that final distribution of this
estate be accomplished without a formal accounting to the Orphans' Court Division of the Court
of Common Pleas ofCumberIand County, it being the desire of the parties to avoid the expense,
delay and publicity of a formal accounting.
NOW, THEREFORE, in consideration of the mutual promises, covenants and agreements
recited herein, the parties do agree as follows:
1. Beneficiary does hereby release and forever discharge Executrix, from any and all liability
which she had or may have or which may from time to time arise in connection with her
service as Executrix of the Estate of Ruth E. Eckert, Deceased, and hereby authorize and
request the Orphans' Court Division to charge the same against her/its share of said estate,
and in consideration for said distribution, hereby agree to refund any amounts so distributed
which may be required to fully discharge any tax liability of the estate, debts of the decedent,
or administration expenses.
2. The parties to this Agreement acknowledge that this Agreement shall be indexed and
recorded in the estate proceedings and that the terms hereof shall be binding upon their
respective heirs, successors, executors, administrators and assigns.
This Agreement shall be governed by the laws of the Commonwealth of Pennsylvania.
DATED this ~ day of
_I" ___ L P LtA
WITNESS
~kmbPY' ,2005.
Bon/J,.4 ct. J.I~
Beulah A. Haar, Executrix
,,~~)>l:
V',i,. .; :;{1<J
c..,
LAST WiLt ANn TESTAMENT OF
RUTH E. Jl:CtmRT
I. RUTH '11). ECKERT. \l!tGl~liff ~inson TOcwnshlP. (11.. D. IJ 5.
Carlisle).. Cumberland County. Penn$flvania. being Ocf sOcund and disposing
mind. memory and unde.rfttanding, do hereby make. pUblish and declare
tIlis as and for my laBt Will and Testament, hereby rev0king and making
.ilIJ.lJ "~I1'i
e'..
" ,'"
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1. I direct my hereinafter named Executrix to pay all of my just
debts and funeral expenSes as soon after my deatll as may be found convenie
;"{'.",
:~:~#'~:r,~~t::~tJi Q-vt;.h:"
\\'if.my estate. real, personal
devis,e and
Pennsylvania.. . '!ire:rheirsand assigns, providE!I;l- Ill!YolI<blid dliughter. Beulah A.
;~.,,;:".".:i', ...:~~:t.:~;%.,",,:~-
,J'~:.
. .IA. &.ar, ef.a D. It 5.,.caTlisle.
".,':.i'C,~'" -
" ';
..
fail to survive tne by tile aforesaid p.erioo of Ninety (90) days. then in sueh
ev_ aUthe.,eeit, r~..ndre~o(~"e.:!!Ija.:\,. pers:OI!l/l'ban(li
m~. and' ~1I~~ tIleslIm'e may.,~ l!''"''~~''I ll"ive.~s,e....ll
bequeath-to- $e ~enofmy daug~i.:ace)J>1di .k,. iEifaar.their heWs-and
--'~~Jt:. .....: ...I$$._#~J>IIIkt~..mv...ughter. Beulah A.
Guar<ilian of the estate of sueh minor child and I ....thOcri7ie and direct said
Guardian to inv!lSt the same and to \ilaY so mwih!illi:$lIi.e income arising
thereon t~r _'!lQ much of the pri~l
. ieh in the oplni4lin
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,." ~rable to be expert .
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A. Elaa;r, as Eloee_."" <jf tllis $Y-Ia~t Wm and. %ktament, 'bat .fthouid "he
'~.,:tt.hftl :p
ab~_:wi~'~~~~i-~@
1901.EXl&ool
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFiCIAL USE ONLY
* COMMONWEAl.lHOF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17128-l1601
FILE NUMBER
21 - 04 0903
CWirvCOii: YEAR - NUMIIER - - -
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OECEDENrS NMtE (LAST, FIRST, AND MIIlDl.E INlllAL)
Eckert, Ruth E.
DA1E OF DEAlli (MMOO-YEAR) DATE Of BIRTH (MM-llIJ.YEAR)
0812112004 04/14/1911
(If APPI.I~ SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDlE INITIAL)
SOClAL SECURITY NUMBER
204-03-6180
lHlS RETURN MUST BE FILED IN DUPUCATE WITH lHE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
~
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o 4. Unitod E8lalo
~ 6. _DiedT___~M)
D9.l.iligatD1--
o 3. RemaI1derRetum (dlllaofdllll_1012-13-82)
o 5. F-.o Esblte Tax Relum Required
-1.. 8. ToIaINwnber of Safe Deposit Boxes
o 11._lofaxunderSec.9113(A)'-'Sd>oj
o 2.~Re1um
o 4a. Future InI8r8st Compromlse fllMl oIdM11..... 12-t2-82j
o 7.___alMngTrust__~T""l
o 10. Spousal Poverty Credit (dIIId...1letlllln1:z.J1-81 aIIt 1-1.f15)
NAME
Tricia D. Na lor
FIRM NAME ".......,
Law Office of John C. Oazustowicz
TElEPHONE NUMBER
(717) 243-7437
COMPLETE MAILING AOORESS
104 S. Hanover St.
Carlisle, PA 17013
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1. Real EsIaIa (SdleduIoA) (1)
2. _and Bonds (Sc:heduia 8) (2)
3. CIoooIyHelclCapooation, ParInlnh/p"'SoIIH'roprioflloNp (3)
4. MorIgagos&__(SdleduIoO) (4)
5. CasI1,BriIleporlls&__PIoperty (5)
(Sc:heduiaEJ
6. ~ Owned PIoperty (Sc:heduia F) (6)
o SepaJafa Biling Requ08lad
7.Inlar-Vi'IosT_&___taPloperty (7)
(Sc:heduiaGcrL)
6. To4al__(t>IaIl.i1es 1-7)
9. _Exponses&_Cools ISdledulo H) (9)
10. Deblaof-.lbtgage~,&Uens(Sc:heduiaq (10)
11. To4al_(toIall.i1es9&10)
12. Hal Val.. ofEalata (liIe 8 miflUs liIe 11)
13. Chat1laIlIe and Govemmon1aIllequesbrISec 9113 TIUSIs for wt/ch an a1ection to fax has not bean
made(_J)
14. Not Val.. &6jec:t \0 Tax (LiIo 12.....liIe 13)
SEE INSTRUCl1ON8 ON REVERSE SIDE FOR APPUCABLE RATES
15. AmolIllofl.l1a 14_a1the spousal fax
rata, '" _ under See. 9116 (aK1.2)
0.00
0.00
0.00
0.00
1,120.69
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10,519.07
236.00
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(12)
(13)
124,876.58
10,755.07
114,121.51
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(14)
114,121.51
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11412151 X.O ~ (16)
5,135.47
16. AmolIll of liIe 14 _ ai_I I&1e
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(17)
(18)
(19)
5.135.47
17. AmolIllofl.loel4_atsibllngrala
18. AmolIllof.l.l1a14_a1_rata
x .15
19. Tax 0..
20.@
CHECK H~RE If-' YOll ARt: REOU[STI~JG A REf-'UND OF AN OVt:f~PAYMENT
oJ(
Decedent's Complete Address:
I -::':--.....
CITY Carlisle
I STATEpA
I ZIP 17013
Tax Payments and Credits:
1. Tax Due (Pago1Lina 19)
2. CrodilSlPaymonls
A SpousoI Poverty CradIt
B. Prior PaymonIs
C. Oiscount
(1)
5.135.47
4.990.39
262.64
Total Credits ( A + B + C ) (2)
5.253.03
3. InlllrOllflPonally Wapplicable
O.ln_
E. Penally
TolaIlnlalastlPenaJly ( 0 + E ) (3)
4. WUno 2 is grsalerthan Line 1 + Uno 3, onterthadifloranco. This is tho OVERPAYMENT.
Check box on pago 1 Une 20 to request a refund (4)
5. W Uno 1 + Una 3 is greater than Une 2. onI8r tha dWleronca. This is tho TAX DUE. (5)
A Enter tho_ 00 tho tax due. (SA)
B. EnI8r Iha total of Uno 5 + SA This is tho BAlANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
117.56
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decadent make a IJ8nsfor and: Yes No
a. _tho US9 or Income 0I1ha property 1lansf8mld;.......................................................................................... 0 [i)
b. _tho righllll designate who shaH usa Iha property transfa~ or its Incomo;............................................ 0 [i)
c. roIaIn a IllIIeISionaIy interest; or.......................................................................................................................... 0 [i)
d. I'llCllMlthe promise fer life of oither payments, bonofils orcanl?...................................................................... 0 [i)
2. W death o<:aJII1ld aflar Oocambor 12. 1982. did docadonlllllnsfor property within one year of death
withouIrecaIving adequate considoratioo? .............................................................................................................: 0
3. Did decadent own an -.. bust fur' or payable upon death bank account or IlOCUI'Ily at his or her death?............. 0
4. Did docadont own an IndMduaI RotiremanIAccoont, annuity, or other ",",-probate property which
oonlains a bonaliciaIy dosignatioo? ........................................................................................................................ 0 [i)
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Ll1dor_orl*PY.l_"""'__..__............G_...__ood..lI1o...or"'l~..._..Io.............._.
-.or__.......__...........lIwllo_"'''_or__hoolll)'knowlodgo.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
i-? p~( I,J, a - JJ QQh....
ADDRESS
849 Alexander Spring Road. Carlisle. PA 17013
SIGNATURE OF PREPI\RER OTHER THAN REPRESENTAllVE
iii
~
DATE
9- i:,.~!i'
DATE
ADDRESS
104 S. Hanover St.. Carlisle. PA 17013
For dates of death on or a!Ior July I, 1994 and bolonoJanuary 1. 1996, ilia tax rate imposad 00 tho net value of transfers III or for tho uso oflha stlI\'Mng spouse is 3%
[72 P.5. ~116 (a) (1.1) Q)J.
For datos of death 00 or a!Ior Jaoomy 1. 1995. tho tax rate imposed 00 Iha net va/ue 01_ III 01' for Iha usa of Iha surviving spouse is 0% [72 P.5. ~9116 <a) (1.1) (11)).
Tho stalufa dcas not oxomoI a Ilanslar to a survNing spousa from tal, and Iha statuloly raqulremenlll for disdosura of assals and filing a tax return are sIiII appIicabIo lMlI\ <<
tho survlYlng spouse is tho only baneIidmy.
For dstss of death on or s1ter July 1. 2000:
The tax IIIIe 1mposecI on tho net wIuo of _ from a docaasod child twonty.<JllO y&aIS 01 age 01' younger at death III or for Iha use 01 a nalural parent, an adoptiva parent,
or a stapparont 01 tho child is 0% [72 P.S. ~116(aKl.2)J.
The tax IIIIe ilJ1lOSBd onlha net value 01 transfers III OI'for Iha use of the decedenfslineal beneficiaries is 4.5%. except as noted in 72 P.S. ~9116(1.2) [72 P.5. ~l16(a)<I)J.
Tho tax IIIIe Imposed onlha net value 01 \ransfars 10 01' for the usa 01 tho docadont's siblings is 12% [72 P.5. ~9116(a)(1.3)]. A sibling is defined, under Sectioo 9102, as an
individual ..no has atloost 009 parent in common with the dacadont, whoIhar by blood or adoption.
. REV-1501l EX- ("98) ..
COMM~TH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDeNT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Eckert, Ruth E.
FILE NUMBER
21-04-0903
ITEM
NUMBER
Indude Ihe proceods of IIIgoIlon IOId ... _Ihe proceods __ ......... by tIr._.
All properly joInt1y-oM1ed with rfgIIl oI.._hlp _ be dll....1d on Schld... F.
DESCRIPTION
1 Highmak InSUllll10e Refund
Ca~isle Regional Med'1CBI CenI8r OII8IpBYI11enl
Commonwealth 01 PA. unclaimed property (Prudential Financial demublization cash)
TOTAL (Also enter on line 5. Recapjlu/ation) $
(n II10nl SjlIIC8I. needed, Insert addllional_ otlhe..... size)
VAlUE AT DATE
OF DEATH
228.96
10.09
881.64
1,120.69
REV.,509EX+<8-98*
COMMONWEALTH Of PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-oWNEO PROPERlY
ESTATE OF
Eckert, Ruth E.
FILE NUMBER
21-D+0903
K.. ....I.... made /0101 with'" one yur of tho dIcodanfa dolo of_, ~ muaI be nopotf8d on ScII.dult G.
SURVMNG JOINT TEIWlT(S) NAME ADDRESS RELATIONSHIP TO OECEOENT
A. Beulah A. ~r .
849 Alexander Sprtng Road
CarflSle, PA 17013
B.
c.
JOINTLY-OWNEIl PROPERTY:
I.El'I8l
ITEM FORJOINT
..-. TEHNIl'
1. A.
DAlE
lIADE
JOIHT
DESCRIPTION Of PROPERTY
lNCUJOE NAME Of AtW4CtIII.INSTJTUlJONN<<IIWf(ACCOlHTNUMIER OR SfI.ILAR
IOeNTIfYING NIJNBfR. ATTACH DEED FOR JOtNltY--KELD REH.. ESTAlE.
2i A 06114169
06117169
Alexander Spring Road, ClIIisIe, PA 17013
A 09101167
Checking Account #410810
4' A 05I0MJ2M&l Savings Account #015004198191543
5 A 0Ml3I89 M&l Certificate of Deposn Accl#031003911156882
6 A 12104189 M&TCertificateofDepositAccl#031003911151955
7, A fliI)819O M&T Certificate of DeposnAccl#031003911159753
8 A 05lO8I91. M&TCertificateofDeposnAccl#031003911160594
.'-'j
9 A 03.Il4I94. M&TCeltilicaIeofDeposnAccl#031003911164786
1Di
11
H__~ "__I
A 10lO6I94'
CeltilicaIe of DeposItAccl #031003914464406
A
$II Van Kampen Senior Loan CI B
Child
'OF DATE Of DEATH
DATE Of DEATH DfCO'S ....IlEOF
VALLE Of ASSet INTEREST oeCEPENiS INTEAEST
50
50
50
50
50
50
50
50
50 3,002.47
50 2,002.11
50 6,902.10
TOlAL (Also enter on line 6, Recapitulation)
(If more space is needed, insert _01111 sheets of the same size)
123,755.89
REV"511 EX_ ('2....
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
AESlOENT DECEDeNT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATI! OF
Eckert, Ruth E.
FILE NUMBER
21-04-0903
DobIa ol_1IllIOI be '-'"" an Schedule L
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
2',
3'
FUNERAI.,EXPENSES;,. .
Hoffman Rotll Funeral Home
CartisIe Brethem in Christ Kitchen (food)
Geoo;Jle's Flowers
EB Gl'8Ilile Works (Engraving)
1.
4
B. ADMINISTRATIVE COSTS:
1. PtlISOflllI Repnl...._.. CommIssions
NameofP_Represenlalive(.)
Social Security Number(.)lE1N _ of _ Represenlalive(.)
--
City
Yoor(.) Cannisslon Paid:
State '
Zip
2.
AIlomeyF...
2.500.00
3. Fsmlly ExompIJon: (If _. address is not \he same as cIaimar1r.. aIIach explanation)
Clsimsnl
--
City State .~
RoIalIonsIIIp of Claimant to IlecsdenI
4. Prdlste Fees
5. Accountant's Fees
6. T"" Rolum Prop8nI(. F_
7. Legal Advertising
8 Family SelII6menl Agreement
TOTAL (Also enter on line 9, Recapitulation)
(" more BjlIIC8 is needed, _ _ sheets of the SlIIIlO site)
10.519.07
RfY.1512EX<(12-031 *'
COl.<IMlIOWEAl.l11U'_VANIA
_NlCE1AXIlElUlIl
RESIllENT DECEDENT
SCHEDULI I
DEBTS Of DECEDENT,
MORTGAGE UABILmES, & UENS
ESTATE OF fILE NUMBER
Eckert, Ruth E. 21-04-0903
Roport_ Incomdbylho_ prIorlD_ __lI1\PIIdltortho_or_,lncludIng _ _1_.
ITEM VALUE AT DATE
NUMBER DESCRIPTION Of DEAlH
1.
0nsIDwn Bank Checking Accounl#l08005836 SefVice fee@$5.00/mo (Nov-Aug)
45.00
2
Na1iomIide Insurance - fire insurance on 847 Alexander Spring Roed
191.00
TOTAL (Also enter on ins 10, Recapitulation) $
(nmora space I. needed, __1_ of the same size)
236.00
REV-1513EX<(9<lO} ..
C(lMM(JfWEALlH OF PENNSYLVANIA
NEMNlCETAXAEl\llIIl
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
NUMBfR NAME AND ADDRESS OF PERSQN(S) RECEMNG PROPERTY
I TAXABLE DISTRIBUTIONS ~ outright spousal_, and_under
See. 9116 (IJ (1,2)]
1 Beula. A, Haar 849 AlelClll1der Spring Road, CaI1isIe, PA 17013
fILE NUMBER
21.04..()903
RElATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not Llel Tru8lo8(.) OF ESTATE
ESTATE OF
Eckert, Ruth E.
Child
ENTER DOlLAR AMOUNTS FOR OISTRIBUTlONS SHOWN ABOVE ON UNES 15 THROUGH 18, AB APPROPRIATE, ON REV-l500 COVER SHEET
D NON.TAXABLE 01STRlBUTlONS:
A. SPOUSAl DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN El.ECTION TO TAX 1S NOT BEING IIADE
B. CHARITABLE AND GOVERNMENTAl. DISTRIBUTIONS
TOTAL OF PART H - ENTER TOTAl. NON-TAXABlE D1STRIBU11ONS ON LINE 13 OF REv.I500 COVER SHEET
(HmontspllC8Js needed, insarl__ oflhe S8II1BsIz8)
0.00
:_~,t'-,-
n li';"("'.' ; {i.)
c"::
LAST WiLL AND TESTAMENT OF
RUTH E. ECKERT
I, RUTH E. ECKERT, wi<low~ of Dickinson Township, (R. D. # 5,
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 and making
li~~l\~<'~;;;:7+;{!;...
,,~ i1l~ : II! lJ,!1I
" 11 :JIW -'~!!i." lLi:7flil! l!lI.f~~~e.
.-,," ,,- -, - '.' "', "'.' ". ;..,. . " ., :-,t -, ,'. '~',. ''','
1. I direct my hereinafter named Executrix to pay all of my just
debts and funeral expenses as soon after my death as may be found convenie
to do so.
" <'Qfmy estate, real, personal
devis e and
ali A.l!I:",ar, ofR. D. If 5. Carlisle,
Pennsylvania, her heirs and assigns, provided my said daughter, Beulah A.
shall survive me by a period of ~ine
..
fail to surviVe toe by the aforesaid period of Ninety (90) days, then in such
event ail thellest, residueand're,_inden Of~~stMe. neal, personat,and
mitlted, and: wbelles:oe~i;' the sarrie may besit\1a~ I give, d~se and"
bequeath to the chiliil,ren of my daughter, Beulah A. FIaar, their heirs and
assigns, i~H'lljIllililo~.rea., ""t.'~ti_e,my,daughter, BeulahA.
l.';" lii!>ln Nov!'mber 28,
, ,
as
Guardiaa of the estate of such minor child and I authorize and direct said
Guardian to invest the same and to pay so mueh '~.'tl1e income arising
thereon t<>g'e~l!ler wi$. $0 much of the principal .'ei~ich in the opinipn
'."::;~.'\'-
4,e$irable to be expend~dI;;~r the pr~
,~:~t.
/""'
rIrtttn.tenairt~:J,,>
.,,'"
custoliy ,ot such tninor child, ana ~~~~~~'~'.h\ain:ing 21 ;rears o:l'~l!,to
pay the then rema;fuling pril'lf<i~ ~t .",ith any unl:\'is.t1'ibnW M>coli>e te
'~\7~':;_\'/, "
such' zninoT child.
5. I hereby nominate, """S'litute and appe,iut litly' aa,i9< lI~'1jIhte'\ Bjoula:h'"
A. Haar~ as Exeeutri<< Of this 'my lastWiUand Testa.tnent;,'butshould' she
theu in ,such event ~ nomina.te,
",',''-',' ',-'. +>:''''''_~' ',,,OC',iI" ~---.' '-".".' '---"--"',;;;'"
PennsylVaDia, or its successor. ~,~\i{o:r or thiEf, my last Will and
""",'"
Testament and further direct that neither one shall be required to, post any'
A
boncHo "ecu:m,. t!t~~,~erforllllW(;(j' othe4< !Sr ita dJ1t1es iu the
,"',:":,_oh~':~".,'::,!':yt;,:;'S.,<~,--; ",', ",'.,--:'~--;:" ,:,," ",:"__:':;
COmIilouweal'lh oU'erH:1BYiIviriia or m ~ at'kif:!' jurJ:ildi'ctton.
S$gn'ed. i.Sl!tlllld. p'Ul>1>isl:le'd anet
above named'. air. alillf',fot>:1iw last Wul: a
"""
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
,
l
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
REV-1547 EX AFP (06-05)
DATE 11-21-2005
ESTATE OF ECKERT RUTH E
DATE OF DEATH 08-21-2004
FILE NUMBER 21 04-0903
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 ECKERT RUTH E FILE NO. 21 04-0903 ACN 101 DATE 11-21-2005
TRICIA D NAYLOR
J C OSZUSTOWICZ LW OFC
104 S HANOVER ST
CARLISLE PA 17013
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
(1)
(2)
(3)
(4)
(S)
(6)
(7)
83,550.00
.00
.00
.00
1,120.69
81,980.89
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
166,651.58
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
(9)
(l0)
10,519.07
236.00
(l1)
(l2)
(l3)
(l4)
10.71i1i.07
155,896.51
.00
155,896.51
If an assessment was issued previouslY, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !hh 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
NOTE:
.00 X 00 .00
155,896.51 X 045 = 7,015.34
.00 X 12 .00
.00 X 15 .00
(l9)= 7,015.34
(lS)
(l6)
(l7)
(l8)
19. Principal Tax Due
TAX CREDITS'
.
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-16-2004 CD004632 262.65 4,990.39
INTEREST IS CHARGED THROUGH 12-06-2005 TOTAL TAX CREDIT 5,253.04
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,762.30
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 48.05
TOTAL DUE 1,810.35
* 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 ,,~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~U
-
REV-14NEX (6-88)
(
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
2104-0903
101
Eckert, Ruth E.
Daniel Heck
ITEM
SCHEDULE NO.
F 1
EXPLANATION OF CHANGES
This real estate has been removed from this schedule and has been placed on schedule A
at 100% of its value $83,550.00, as the decedent owned this property singly after the date
of death of the spouse.
ROW
Page 1
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF INOlVIOUI>.L TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96}
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NAYLOR TRICIA D
104 S HANOVER STREET
CARLISLE, PA 17013
_u+_~u fold
ESTATE INFORMATION: SSN: 204-03-6180
FILE NUMBER: 2104-0903
DECEDENT NAME: ECKERT RUTH E
DATE OF PAYMENT: 12/08/2005
POSTMARK DATE: 12/08/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 08/21/2004
NO. CD 006079
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,810.35
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$1,810.35
REMARKS: J OSZUSTOWICZ
CHECK# 35
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
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BUREAU OF INDIVIDUAL TAXES
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)
': (,_< U
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-27-2005
ECKERT
08-21-2004
21 04-0903
CUMBERLAND
101
RUTH
E
TRICIA D NAYLOR
J C OSZUSTOWICZ LW OFC
104 S HANOVER ST
CARLISLE PA 17013
Allount Rellitted
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 ECKERT RUTH E FILE NO.21 04-0903 ACN 101 DATE 12-27-2005
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELDW
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: 11-21-2005
PRINCIPAL TAX DUE: 7,015.34
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-16-2004 CD004632 262.65 4,990.39
12-08-2005 CD006079 48.05- 1,810.35
TOTAL TAX CREDIT 7,015.34
BALANCE OF TAX DUE .00
INTEREST AND PEN. .48
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .48
IE
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" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
pJ(
Register ofWill~ of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: _I< U -~ \'\ [ . Lc te V t
Date of Death: ,::;) 12- \ I U "-t
Estate No.: 2cccl - C)C/"1 () :-3
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the ad1:1llnistration oft.~e above-captioned estate:
1. State whether administration of the estate is complete:
Yes ~ No 0
i.. If the answer is No, state whe" the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the person~epresentative file a [mal account with the Court?
Yes No LPi
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 0
c. Copies of receipts, releases, joinders and approval offormal or informal
accounts may be filed with the Cler;l of the Orphans' Court aJ:ld may be
attached to this report. } , . /
o .,I,....,I~,
:..';Date: ~
L~
Signa
"n-- I C I 0---
Name
D
''-\
/
NOY/Or-
iocl S
Address
t:l ano\;'er ....')1. CczrJI5(-z-
I
l\,- 2Y3 -IY37
Telephone No.
Capacity: 0 Personal Representative
~ Counsel for personal representative
/
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/05/2006
HAAR BEULAH A
849 ALEXANDER SPRING RD
CARLISLE, PA 17013
RE: Estate of ECKERT RUTH E
File Number: 2004-00903
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. 1/ for decedents dying on or after
July 1/ 1992/ the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing is due by:
8/21/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/05/2006
NAYLOR TRICIA D
104 S HANOVER STREET
CARLISLE, PA 17013
RE: Estate of ECKERT RUTH E
File Number: 2004-00903
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
8/21/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUP'_ TAXES .- ,INHERITANCE TAX ~ )~ ~'°~~ ~
INHERITANCE TAX DIVISI01~ r-~ : ,~_ ....' ~ '
'D BDx zeo6ol "~ - RECORD ADJUSTMENT
HARRISBURG PA 17128-0601 REV-1593 EX AFP (01-09)
~~~'~~~~~ 2.~ ~~~ ~' 30 DATE 11-10-2009
ESTATE OF ECKERT RUTH E
~~~^',\,/~.'~ DATE OF DEATH OS-21-2004
T
~r~'~ ;, ~~,~~ FILE NUMBER 21 04-0903
~~1~ ~- ' ~! ' ~r~, COUNTY CUMBERLAND
TRICIA D NAYLOR ACN 101
J C OSZUSTOWICZ LW OFC
Amount Remitted
104 S HANOVER ST
CARLISLE PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS F-
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REV-1593 EX AFP CO1-09) ** INHERITANCE TAX RECORD ADJUSTMENT **
ESTATE OF ECKERT RUTH E FILE N0. 21 04-0903 ACN 101 DATE 11-10-2009
ADJUSTMENT BASED oN: ADMINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stack/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
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
cl) .00
c2) .00
c3) .00
c4) .00
c5) 1 , 120.69
c6) 123, 755.89
c7) .00
c8)
c9) 10,519.07
clo) 236.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
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
19. Principal Tax Due
TTTL•_
124,876.58
cll) 10,755.07
c12) 114, 121 .51
C13) • ~~
c14) 114, 121 .51
c15) . 00 x 00 = . 00
c16) 114, 121 .51 x 045= 5, 135.47
cln . 00 x 12 = . 00
rate C18) . 00 X 15 = . 00
c19) 5, 135.47
DATE
NUMBER +
INTEREST/PEN PAID C-) AMOUNT PAID
11-16-2004 (0004632 256.77 4,990.39
12-OS-2005 (0006079 .00 1,810.35
TOTAL TAX CREDIT 7,057.51
BALANCE OF TAX DUE 1,922.04CR
INTEREST AND PEN. .00
TOTAL DUE 1,922.04CR
IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV- 370 EX (Cr88)
c '~~,,'~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME
Ruth E Eckert
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
2104-0903
REVIEWED BY IHLiv
Scott Ellison 101
SCHEDULE
EXPLANATION OF CHANGES
In accordance with the documentation submitted 09-24-2009, the above estate has been
adjusted as originally filed.
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