HomeMy WebLinkAbout04-0919 PETITION FOR I'ROBATE and GRANT OF LETTERS
E,~tate of_.Irene L. Hirsch No.&~' 0q'q Iq
also known as To:
Register of Wills for Ihe
Social Security No. 162-07-0785 ~' Deceased. County of ~ in the
Commonwealth of Pennsylvania
Tile petition of the uuderslgned respectfully represents that:
Your petitioner(s), Ilo ~s/are 18 years of age or older att the executOrs named
iu the last will of tile above decedent, dated September 23 ,19 97
aud codicil(s) dated __Nmn~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death Ju Cumberland County, Pennsylvania, with
ILer last family or priuclpal residence at. 1 Devonshire Square, Mechanicsbur~
(Hampden~ Township)
(list street, number and muncipallty)
D~.ce~de~Lt, the.n 88 years of aae, died October 7 , Jg. 2004
at. noa. y opxrxt Hospital, Camp ~Hll, ~EAst Pennsboro Township) '
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopte~
.after execution of thc will offered for probate; was not tile victim of a kilting and was never adjudicated
nlCOUlpeteut:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property . $ 289,000.00
(If no( domiciled in Pa.) Personal property In Peunsylvanla $
(If not domiciled in Pa.) Personal property in Couuty $
Value of real estate ill Pennsylvauia . ' $ t ct'4: nn~. ~n
situated as follows: ~ D~xrc,~h4~c~ R~,,~-~ M,a,.~!~a~,4~,~EbU~~
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
pre,eh(ed herewith aud tile grant of letters
therou. (testamentary; administration cA.a.; administration d.b.n.c.t.a.)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANI~
COUNTY OF ~-~'-~'~,~r- x,c~c~ ~ ~s
t The ~etitioner(s) ~boye-named sw?r(s) or affirm(s) th~the s~atemen~ In the foregoing petition are
rue auo correct to the vest of the ?owledge and be i~f/o~ velitmner~s~nd that as penonal represen-
tative(s) of the abo~ decedent petitioner(s) will well ~r~l~ a~n}~ the es~t~rding to law.
Sworn to or a[f,~, aud subscribed ~ ~~[]~ ~J !/~ ~
b~oremethis l~~ dayof I -~Wll ~l /t/ 'vt~ ~'
No..~-~- oq-ql~
Estate of ,.~~_ ~~,~c.k. , ~ Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW (~)C--"¥'OS~,.._ ~ -~ ~c~o~ ~ , In consideration of the petition on
the reverse side hereof, satisfactory proof baying been presented before me.
IT IS DECREED that the instrument(s) dated C~.
d ° '
escrlbed thereto be admitted to probate and filed of record as the last will of
aad Letters _ · '::~:-L~0:Z2:, ,,~.~ ~ ~, ;
% -
FEES ' ~J '~
Probate, Letters, Etc .......... $ ~/"~, 6~
Short Certificates( ) .......... ~ ATTOrNEy (Sup. Ct. I.D. No.)
TOTAL _ $ ~'~g. o ~ ADDRESS
Filed ..... J.~.. 7. ~ .'~.'7...~..~ .............
PitlONE
his is to certify that the information here given is correctly copied from 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.
Fee tbr this certificate, $2.00 ~ 2,t,~.~z_~
P 10867570 :
Date
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
88
LAST WILL AND TESTAMENT OF IRENE L. HIRSCH
I, IRENE L. HIRSCH, of the Township of Hampden, County
of Cumberland and State of Pennsylvania, being of sound and
disposing mind, memory and understanding, do make, publish and
declare this my Lsst Will and Testament, hereby revoking and
making void any and all prior Wills by me at any time heretofore
made.
I direct the payment of all my just debts and funeral
expenses as soon after my decease as the same can be conveniently
done, and in this respect, I further direct that all estate,
inheritance and succession taxes that may be assessed in consequence
of my death, of whatever nature and by whatever Jurisdiction
imposed, shall be paid out of the principal of my general estate
to the same effect as if said taxes were expenses o£ administration
mud all property includable in my taxable estate whether or not
passing under this Will shall be free and clear thereof.
2.
I give and bequeath my diamond and ruby ring and my
antique amethyst dishes to my good friend, JANET TYSON, if
she slL~vives me,
-1-
I give, devise and bequeath all the rest, residue and
remainder of my estate, real, personal and mixed, whatsoever
and wheresoever the same may be situate, to my good friend,
RAT A. YOUNG, absolutely and unconditionally.
LASTLY, I nominate, constitute and appoint my good friend,
RAT A. ¥0UNG and J. ROBERT STAUFFER, Co-Executors of this my Last
Will and Testament, and direct that they be excused from posting
bond or other security for the faithful performance of their
duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this __~L~_ day of September, A. D., 1997.
Irene L. Hirsch
-2-
Signed, sealed, published and declared by the above
named, IRENE L. HIRSCH, as and for her Last Will and Testament,
in the presence of us, who have subscribed ou~ names hereto as
witnesses, at the request of said testatrix, in her Presence and
in the presence of each other.
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
I, IRE~,TE L. ~IRSCH , the testatrix
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 volun-
tary act and deed, for the purposes therein contained.
Sworn and affirmed to and acknowledged before m.~
I~_~ L. }!!~SC!{ , the testatrix , this
day of Septembe~ , A. D., 1997. ~' -
Irene L. Hirsch
~ Notary Public
· ' SS.
COUNTY OF CUMBERLAND ) ~
We, the undersigned, J. ROBERT STAUFFER
and SUSAN A. McCOY , the witnesses whose names are
signed to the attached or foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the
testatrix , IRENE L. HIRSCH , sign and exe-
cute the instrument as ~her Last Will and Testament; that the
said testatrJ_~ , IREt~E L, HIRSC}t , executed it as
]~/her free and voluntary act for the purposes therein expressed;
that each of us, in the bearing and sight of the testatrix , signed
the Will as witnesses; and that to the best of our knowledge, the
testatrix was, at the time, eighteen (18) or more years of age,
of sound mind, and under no constraint, duress or undue influence.
Sworn and s~bscribed to before ~~~~~~'~J~'%
me~ thi. s ,'~O'~r2~'~ day of
oep~ember , 1997
-4-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Irene L. Hirsch
Date of Death: October 7, 200/4
Will No. 21-04-0919 Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served oil or mailed to the following beneficiaries of the above-captioned estate on aotvbe,- t a, 200/4 :
Name Address
Janet Tyson 673 South Middlesex Road Carlisle. PA 17019
Nolice has now been given to all persons entitled thereto under Rule 5.6(a) except None
Name John lq. Eak±n
Address Market Square Building
~ Mechanicsburg~ PA 17055
Telephone (713 766-3172
ca~ ¢ Capacity: __ Personal Representative
X
L~i~ , .:! Z. Counsel for personal representative
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 004728
YOUNG RAY A
1 DEVONSHIRE SQUARE
MECHANICSBURG, PA 17050
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 $56,779.27
ESTATE INFORMATION: SSN: 162070785
FILE NUMBER: 2104-0919
DECEDENT NAME: HIRSCH IRENE L
DATE OF PAYMENT: 12/13/2004
POSTMARK DATE: 12/13/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 10/07/2004
TOTAL AMOUNT PAID: $56,779.27
REMARKS: R YOUNG
CHECK# 100
INITIALS: VZ
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
'" REV-1500
~ COMMONWEALTH OF
~_ '-~'_ ~ PENNSYLVANIA
~,"~.~¢~ DEPT 280601 INHERITANCE TAX RETURN
2 1 0 4 0 9 ! 9
-'q%~'.~ HARRISBURG, PA17128-0601 RESIDENT DECEDENT C,91AT¥COD~ YEAR NUUBER
DECEDENTS NAME iLAST FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Z Hirsch, Irene, L. 162 07 - 0785
UJ
t""~ DATE OF DEATH (N1M-DD-YEAR) DATE OF BIRTH IMM DD YEAR, THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
LU
fO 7 October 04 I 12 February 1916 REGISTER OFWILLS
LU )IF APPLICABLE) SURV!ViNG SPOUSE S NAME !LAST FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
~ [~ 3 Remainder Return ,date c'death rcr to 2 3 8 ,
[ 4 Limited Estate ~ 5. Federal Estate Tax Return Requi~ed
=oo
~ 6 DecedentUied Testate,Axe -c:p c~,', [] 7 Decedent Maintaned a Living Trust ;*tta ncsp of Tr~st, 1 8 TotalNumberofSafe DeposdBoxes
~' btigation !~ !1 Election to tax unde~Sec 9113(A ~,tt~ ,-s ,,c,
< ~ 9 Proceeds Received
~ THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
z
~ NAME COMPLETE MAILING ADDRESS
z John M. Eakin
O
m~ FIRM NAblE,FApoha~ Market Square Building
~ Mechanicsburg, PA 17055
~ TELEPHONE NUMBER
o
o (717) 766-3172
1 Rea! Estate (ScheduleA) ii1
2. Stocks aqd Bonds (Schedule B) (2) 127,285 17
4 Modgages & Notes Receivable (Schedule D) (4)
5 Cash, Bank Deposits &Miscelianeous Personal Property (5) 15,942 · 04
(Schedule E/ X~
~ 6 Jointly Owned Proper~y (Schedule F) (6) 12 1,886. O0
~ [] Separate Billing Requested
~ 147,136.08
~ (Schedule O or L}
,~ 8 Total Gross Assets (total Lines 1-7) (8) 412,249 · 29
O 10,936.43
[,BI 9 Funeral Expenses & Administrative Costs (Schedule H) (9)
10 Debts of Decedent. Modgage Liabilities, & bens (Schedule I) (10) 2 ~ 86 1 · 85
11 Total Deductions (total Lines 9 & 10) (1111 13 ~, 798 · 28
12 Net Value of Estate (Line 8 minus Line 11) (12) 398,451.01
made ISchedule J)
14 Net Value Subject to Tax (Line 12 minus Lie 13/ (14) 398,45 1.0 1
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
~ rate or transfers under Sec 9116re)/ 2) x 0 (15)
~ 16 Amount of Line 14 taxable at lineal rate x 0 __ (!6)
I~. 17 Amount of Line 14 taxable at sibling rate x 12
O 18 Amount of Line 14 taxable at co)lateral rate 398,451,0] 59,767,65
(~ x 15 (181
X 19 Tax Due 191 59,767.65
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's Complete Address:
STREET ADDRESS
i Devonshire Square
STATE PA I ZIP 17055
CiTY Mechanicsburg '1 ,
Tax Payments and Credits:
1 Tax Due (Page 1 Line 19) {1) 59,767.65
2 Credits/Payments
A Spousal Poverty Credit
B Prior Payments
C Discount 2,988.38
Total Credits (A + B + C ) (2) 56,779.27
3 Interest/Penalty if applicable
D Interest
E Penalty Total Interest/Penalty ( 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) 56,779.27
A. Enter the interest on the tax due (5A)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) 56,779.27
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1 Did decedent make a transfer and: Yes No
a retain the use or income of the property transferred:
b retain the right to designate who shall use the property transferred or its ~ncome;
c retain a reversionary interest; or __
d receive the promise for life of either payments, benefits or care? LJ
2. If death occurred after December 12 1982, did decedent transfer property within one year of death
without receiving adequate consideration?
3 Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
4 Did decedent own an Individual Retiremen Account, annuity, or other non-probate properly which
contains a beneficiary designation?
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
Ur'de Dena les cf peri Jr/ I eec!are tria! I ha',e examined this return iF, clodlng accompany'nc scnedUes and sta(ements an¢ to tl~e best of m~ knowledge and Dehef it is [rae correct acd complete
~ persop8' representatse is based on ah ir formation of ~',hich 3reparo'hss a"y xno¢cledge
DATE
>.
TATIVE DATE
For dates of death on or after July 1 1994 and before January 1, 1995, the tax rats imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 PS §9116 (a){1,1)
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 PS §9116 (a) (1,1) (ii)l
The statute doe. 8 not exempt a transfer to a surv~wng spouse from tax, and the statutory requoements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneflciaq/
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 naturat parent an adoptive parent,
or a stepparent of the child is 0% [72 P.S, §9116(a)(1 2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beoeficiaries is 4.5%, except as noted in 72 PS §9116(1.2) I72 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 PS. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent m common with the decedent, whether by blood or adoption
~'~"' ~' ~ SCHEDULE B
:~O,~O~^,~A~,~-'~N~,,^~,~ STOCKS & BONDS
INHERITANCE TAX RETURN
ESTATE OF FILE NUMBER
Irene L. Hirsch 21-04-0919
All property jointly-owned with right of sun/ivorship must be disclosed on Schedule F
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 1646.456 Shares PP&L Common @ 48.15 $ 79,276.86
2 665.958 Shares CSX Common @ 35.29 $ 23,501.67
3 396.8044 Shares PPG Common @ 61.76 $ 24,506.64
TOTAL (Also enter on line 2. Recapitulation) $ 127,285.17
(If more space is needed, insert additional sheets of the same size)
~~ SCHEDULE E
COMMONWEALTHOFPENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Irene L. Hirsch 21-04-0919
include the }roceeds of litigation and the date the proceeds were received by the estate All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Waypolnt BAnk Acct. # 1800002073 $ 4,812.15
2 Waypoint Bank Acct. # 1800010760 $ 10,269.69
3 A~nerican Express, Refund of Long Term Care Policy $ 628.20
4 AAA Refund $ 232.00
TOTAL (Also enter on line 5, Recapitulation) $ 15,942.04
(If more space is needed inseri additional sheets of the same size)
10-13-2004 Checking Account Inquiry Next display: 05 20-0700-4
11:20:04 Current Statement for: 1800002073 DSPBR01817
IRENE L HIRSCH Bal as of 9-20-04 277.39
1 DEVONSHIRE SQ +Dep/CR: 2 11,000.00
MECHANICSBURG PA 17050 6876 -Chks/DR: 4 6,465.24
-Service charge: .00
+Interest paid: .00
Current balance: 4,812.15
Pst Dt Serial Number TC Description Amount Balance
X Eff Dt Str/Run/Bat/Seq#
092204 016 ATM/WEB CREDIT 1000.00 1277.39
092704 010 DEPOSIT 10000.00 11277.39
092804 1979 081 CHECK 1000.00- 10277.39
093004 1980 081 CHECK 1244.00- 9033.39
100404 1982 081 CHECK 3653.82- 5379.57
100504 1981 081 CHECK 567.42- 4812.15
Bottom
F3=Exit F8=Recent trans F16=Print research stmt Fll=Fold/unfold
F13=Inquiry window F15=Restart F24=More keys
10-13-2004 Savings Account Inquiry Next display: 05 20-0700-4
11:19:37 Current Statement for: 1800010760 DSPBR01817
IRENE L F!RSCH~. Bal as of 9-20-04 1,200 69
1 DEVONSHIRE SQ +Dep/CR: 5 10,068 70
MECHANICSBURG PA 17050 6876 -Chks/DR: 1 1,000 00
-Service charge: 00
+Interest paid: 30
Current balance: 10,269 69
Pst Dt Serial Number TC Description Amount Balance
X Eff Dt Str/Run/Bat/Seq#
092204 053 WEB FR SAV TO D 1000.00- 200.69
092404 018 IDS ~d~EX MPLS M 300.00 500.69
092404 018 IDS AMEX MPLS M 200.00 700.69
092704 011 DEPOSIT 8193.28 8893.97
093004 997 INTEREST PAYMEN .30 8894.27
100104 018 US TREASURY 303 729.00 9623.27
100404 011 DEPOSIT 646.42 10269~69
Bottom
F3=Exit F8=Recent trans F16=Print research stmt Fll=Fold/unfold
F13=Inquiry window F15=Restart F24=More keys
SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
Irene L. Hirsch 21-04-0919
Joint tenant(s):
NAME ADDRESS RELATIONSHIP TO DECEDENT
A.
Ray A. Young 1 Devonshire Square None
Mechanicsburg, PA 17055
B.
Jointly-owned property:
LETTER DATE
ITEM FOR
NUMBER JOINT J MADE DESCRIPTION Of: PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE C
TENANT JOINT OF ASSET % INT. DECEDENT'S INTERI ST
1. A 6/30/04 Real Estate - 1 Devonshire
Square, Mechanicsburg, PA
(Hampden Township)
Assessed Value $217,812
Common level ratio 1.]I
217,812 X 1.11 $241,771.00 50 $120,886.00
2. A 5/26/91 1992 Pontiac Bonneville $ 2,000.00 50 $ 1,000.00
,
I
TOTAL (Also enter on line 6, RecapitulationI S 121,886.00
(if more space is needed insert additional sheets of same size)
~. ,5~,.~×.,~.g,, ~,~ SCHEDULE G
INTER-VIVOS TRANSFERS &
COMMONWEALTH OF PENNSYLVANIA
iNHERITANCE TAX RETURN MISC, NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Irene L. Hirsch 21-04-0919
This sciledule must be completed ~qd fleo ~f the ans.,er to any of qdes~i ~ns i ~ o~ch 4 on t~e rever~e sde of the REV 1500 COVER SHEET is yes
DESCRIPTION OF PROPERTY ......... ¥,0 t.¢~ i ......
1 ~e=~ca~ gxpress, see at~ac~ed 147,~36.08 tO0 [t47,t36.08
TOTAL (Also enter on line 7, Recapi[ulation) $ 147,136,08
(If more space is needed, insert additional sheets of the same s~ze)
Daniel V Lowe
11/22/2004 02:25 PM
To: David X Kidd/Field/WH/AEFA@AMEX
cc:
Subject: iRENE HIRSCH (DEC) CID 11073026 4 001 - DATE OF DEATH VALUES AS REQUESTED
IDS LIFE INSURANCE COMPANY
AMERICAN EXPRESS FUNDS
AMERICAN EXPRESS CERTIFICATE COMPANY
AMERICAN EXPRESS BROKERAGE
70100 AXP Financial Center
Minneapolis, MN 55474
November 22, 2004
DAVID W KIDD
STE 302
1200 CA~MP HILL BY-PASS
CAMP HILL, PA 17011-3700
Dear DAVID W KIDD:
Thank you for your recent h~quiry regarding IRENE L HIRSCH's accounts. These are the values of the accounts as
of 10/07/2004.
Annuities - Post 1985
Account Number Total Value
93001874142 9 004 $32132.00
93001970710 6 004 $57629.75
93001970712 2 004 $25701.07
93002058455 I 004 $31673.23
LTC Premium Return
Account Number Total Value
91002542975 4 004 $628.20
The date of death values provided are for estate tax purposes and are not a value to be paid. Accounts may be
subject to market fluctuation as governed by each product. Please note that the values indicated for any Life
Insurance product(s) reflect the gross death benefit at date of death, not the cash value.
We appreciate the opporlunity to be of service to you. Please contact us if you have any questions.
Sincerely,
Dan Lowe for MC
Death Settlements Processing Team
REV 1511 EX+ (12-99)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Irene L. Hirsch 21-04-0919
Debts of decedent must be reported on Schedule [,
ITEM
NUMBER DESCRIPTION AMOUNT
A FUNERAL EXPENSES:
t Malpezzl Funeral Home $ 2,045.00
B ADMINISTRATIVE COSTS:
1 Personal Representative's Commissions $ 4, 125. O0
J. Robert Stauffer
Name of Personal Representative(s)
Social Security Nurnber(s)/EIN Number of Personal Representative(s)
Street Address 119 E. Coover Street
City Mechanlcsburg State PA Zip 17055
Year(s) Commission Paid: 2005
2. Attorney Fees $ 4, 125.00
3 Family Exemption: (If decedents address is not the same as claimant's attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4 Probate Fees Letters Testamentary $ 383.00
5 Accountants Fees
6. Tax Return Preparer's Fees
Cumberland Law Journal, Estate Notice $ 75.00
8 Sentinel, Estate Notice $ 118.43
9 Filing Fee $ 15.00
10 Reserved for account, short certificate, notary $ 50.00
TOTAL (Also enter on line 9. Recapitulation) S 10,936.43
(If more space is needed, insert additional sheets of the same size)
E$IAIE OF rILE IIUMBER
Irene L. H±rsch 21-04-0919
IIFM
f JUM[IEI~ [ H: ~( fur' I I~ )Il AMOUI If
I Ess±s & Sons, ~mp=ovemen~: contract; made pr±o= l:o death $ 2,643.00
2 Bankcard, mastercard account $ 218.85
101 AL (Also e.te¢ on fine t0, Rec..pilulallon) $ 2.861.85
REV-1513 EX+ (9-00) ~
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FIlE NUMBER
Irene L. Hirsch 21-04-0919
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transCers under
Sec. 9116 (a)(1.2)]
1. Ray A. Young None Entire Estate
1 Devonshire Square
Mechanicsburg, PA 17055
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
11 NON-TAXABLE DISTRIBUTIONS:
A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 1! - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space ~s needed, insert additional sheets of the same size)
LAST WILL AI'[D TESTA~ENT OF IREIIE L. ttIRSCH
I, IJIE1]E L. IIIRSCtI, of tho Town, ship of Itampden, County
of C~m~berland and State of Pennsylvania, being of sound and
disposing mind, memory and understanding, do make, publish and
declare this my Lest Will and Testament, hereby revoking
making voi,l any ampi a3! prier Wills by me at any time heretofore
mad~.
1.
I direct the pavement of all mi just debts and f~eral
expenses as soon after my decease as the same can be conveniently
done, and in this respect, I further direct that all estate,
inheritance and succession taxes t[lat may be assessed in consequence
of my death, of whatever nature and by whatever jurisdiction
imposed, shall be paid out of the principal of my general estate
to the same effect as if said t~es were expenses of administration
and all property includable in my b~able estate whether or not
passing ~der this Will shall be free and clear thereof.
2.
I give and bequeath my diamond and ruby ring and my
antique amethyst dishes to my good friend, JANET TYSON,
-1-
I give, devise and bequeath all the rest, residue and
remainder of my estate~ real, personal and mixed, whatsoever
and ~,~heresoever the same may be situate, to my good friend,
RAY k. YOUNG, absolutely and v~nconditionally.
LASTLY, I nomf~nate, constitute and appoint my good friend,
RAY A. YOUNG and J. ROBERT STAUFFER, Co-Executors of this my Last
Will and Testament, and direct that they be excused from posting
bond or other security for the faithful performance of their
duties in any jurisdiction.
IN WITNESS Wt~EOF, I have heretu~to set my hand and seal
this ~'~ . day of September, A. D., 1997.
_ ~ ~m f , '
Irene L. Htrsch
-2-
Signed, sealed, published and declared by the above
named, IRE~E L. tIIRSCIt, as and for her Dast ~Jill and Testament,
in the presence of us, ~,~ho haYe subscribed our names hereto as
witnesses, at the request o~' said testatrix, in her presence and
in the presence of each ether.
,
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
IR!~!E L. HI~SC]I , the testatrix
whose name is signed to tbs attached or foregoing iustrument, having
been duly qualified according to law, do hereby acknowledge that I
signed and executed tile iustrument as my Last Will and Testament;
that I signed it willingly; and that I signed it as my free and volun-
tary act and deed, for tbe purposes therein contained-
Sworn and affirmed to and acknowledged before
, the testat_~ix ., this
day of
Irsns L.
Public
COMR4ONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
We, the undersigned, J, ROBERT STAUFFER
and SUSAN A. ~o00Y , the witnesses whose names are
signed to the attached or foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the
IRENE L. tIIRSCt{ , sign and exe-
testat rix ,
cute tt-~-e in~tru-~nent as iit~Y~her Last Will and Testament; that the
, executed it as
said testatr~ , IREI~E_ L,. H%_RSCtI__
]~/her free and 'vo~unt~ry act for the purposes therein expressed;
that each of us, in the bearing and sight of the testatl~tx ,.' signed
tile will as witnesses; and that to the best of our knowl-~dge, the
testatl~ix was, at the time, eighteen (18) or more years of age,
of soun--~ mi~d, and under no constraint, duress or undue influence-
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z806Dl
HARRISBURG PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
JOHN MEAKIN
MARKET SQUARE BLDG
MECH~NICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-07-2005
HIRSCH
10-07-2004
21 04-0919
CUMBERLAND
101
'*
REV-15~7 Ell AFP 112-D~)
IRENE
L
Allount Rellitted
~,." ,;
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
cUr ALONG:tHIS ~ ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
11V =IAW:Ic--AFP--C5T:o!"-NOT-icl-oF-l'N'HlitiflN-cE-"-AX-A-PPIA-fsli"€N'~-Ai:lowANCE-OR------._----- - --.
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
IRENE L FILE NO. 21 04-0919 ACN 101
ESTATE OF
HIRSCH
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 03-07-2005
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
r~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. AIIount of Line 14 at Spousal rate (15)
16. AIIount of Line 14 taxable at Lineal/Class A rate (16)
17. AIIount of Line 14 at Sibling rate (17)
18. AIIount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
.00 X 00 = .00
.00 X 045 = .00
.00 X 12 = .00
398,451. 01 X 15 = 59,767.65
Cl9)= 59,767.65
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)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
.00
127.285.17
.00
.00
15.942.04
121.886.00
147.136.08
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
10,936.43
2.861.85
Cll)
Cl2)
Cl3)
Cl4)
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this forll with your
tax paYllent.
412,249.29
13.798 28
398,451.01
.00
398,451.01
TAX C DITS:
rA' IT .----. l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-13-2004 CD004728 2,988.38 56,779.27
TOTAL TAX CREDIT 59,767.65
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~
. 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.)
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: Irene L. Hirsch
Date of Death: 10/7/2004
Will No. 21-04-0919
Admin. No.
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:
3 . If the answer to No. 1 is Yes, state the following:
a.
account with the Court?
Did the personal representative file a fmal
Yes No X
b . The separate Orphans I Court No. (if any) for
the personal representative I s account is:
c . Did the personal representative state an
account informally to the parties in interest? Yes X No
,'...,".-.,
d . Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans I Court and may be attached to this report.
Date: 9/18/2006 Sign~ rn ' ~
John M. Eakin
Name (Please type or print)
Market Square Building
Mechanicsbura
Address
N
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PA 17055
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Counsel for personal
representative
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Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 9/14/2006
EAKIN JOHN M
MARKET SQUARE BUILDING
MECHANICSBURG, PA 17055
RE: Estate of HIRSCH IRENE L
File Number: 2004-00919
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: 10/07/2006
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)
~
cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 9/14/2006
YOUNG RAY A
1 DEVONSHIRE SQUARE
MECHANICSBURG, PA 17050
RE: Estate of HIRSCH IRENE L
File Number: 2004-00919
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. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing is due by: 10/07/2006
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,
G~=~
Clerk of the Orphans' Court
cc: File
Counsel
~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 9/14/2006
STAUFFER J ROBERT
MARKET SQUARE BUILDING
MECHANICSBURG, PA 17055
RE: Estate of HIRSCH IRENE L
File Number: 2004-00919
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: 10/07/2006
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,
~~~
, l
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
~
.
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
NameofDecedent: ri!Gtlr:;: C-, Itrrf S~ IJ
Date of Death: /b!J p-d () tj
Estate No.: ~Obr--069/'1
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 .v.ether administration of the estate is complete:
Yes~ No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did ~personal representative file a final account with the Court?
Yes lti No 0
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 0 No 0
c. Copies of receipts, releases, joind s and approval of formal or informal
accounts may be filed with the C k of e Orphans' Court and y be
Date: *~hed to this report
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