HomeMy WebLinkAbout04-0923Estate of
DOLORES M. OYLER
Register of Wills of CUMBERLAND County, Pennsylvania
PETITION FOR GRANT OF LETTERS
DOLORES MAE OYLER a/k/a No. <:~ I - (~gL\ - C~ ~."~
Deceased Social Security No. 211-22-6516
Petitioner(s), who is/are 18 years of age or older, apply(les) for:
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioner is the executrix named in the Last Will of
the Decedent, dated October 9, 1981 and codicil(s) dated
Jack Lyman O¥1er~ the appointed Executor, died on January 6, 1980
State relevant circumstances, e.g. renunciation, death of Executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of
the documents offered for probate; was not to victim of a killing and was never adjudicated incompetent:
B. Grant of Letters of Administration
(d.b.n.c.t.a.: pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following
spouse (if any) and heirs: (:5 7: ~
Name Relationship ~esidence
:OMPLETE IN ALL CASES:) Attach additional sheets if nec~sary.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at
208 Front Street, East Pennsboro Townshin
(List street, number and municipality)
Decedent, then 76 years of age, died September 20, 2004 at
(Location)
208 Front Street, West Fairview
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property ..................................................................... $
(If not domiciled in PA) Personal property in Pennsylvania ..................................... $
(If not domiciled in PA) Personal property in County .................................................... $
Value of real estate in Pennsylvania ...................................................................................................................... $
Total ......................................................................................................... $
100,000.00
80,000.00
180,000.00
Real Estate situated as follows: 208 Front Street, Township of West Fairview, Cumberland County, PA
Wherefore, Petitioner respectfully requests the probate of the last Will presented with this Petition and the grant of letters in the
appropriate form to the undersigned:
~)nature
Typed or printed name and residence
Paula K. Smith
555 High Street, West Fairview, PA 17025
155939 1.DOC
Register of Wills of Cumberland County, Pennsylvania
OATH OF NON-SUBSCRIBING WITNESS
Estate of Dolores Mae Oyler
Also known as Dolores M. Oyler
, Deceased.
William C. Smith
a subscriber hereto, being duly qualified according to law, depose(s) and say(s) that he is
familiar with the signature of Dolores Mae Oyler testatrix of the Will presented herewith, and that
he believes the signature on the Will is in the handwriting of Dolores Mae Oyler to the best of his
knowledge and belief.
Sworn to or affirmed and
subs~;ribed before me this
I ~'~*~- day of October,
2004.
William C. Smith
555 High Street
West Fairview, PA 17025
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
P 10531367
No,
Local Registrar
COMMONWEALTH OF PENNSYLVANIA · DEPARTMEHT OF NEABTH * VITAL RECORDS
CERTIFICATE OF DEATH
~am~.~<r~,u~.~..t) Paul Mifflln Kirk~trlck ,~y garet ~hlck
~NJURYye~ [-1AT NO[]WO"K? 3~",DESCRI~ HOW INJURY O~CURRED
LAST WILL and TESTAMENT
OF
DOLORES MAE OYLER
I, DOLORES MAE OYLER, of the Borough of West Fairview,
Cumberland County, Pennsylvania, make, publis~ ~and declare,.this
to be my Last Will and Testament, hereby revo~ng a~d maR:i~ng
CiD
void any and all Wills previously made by me. -~
I.
I direct that all my just debts and funeral ex~nses', includ~
my gravemarker and all expenses of my last illness, shall be paid
from my residuary estate as soon as practicable after my decease
as a part of the expense of the administration of my estate.
II.
I devise and bequeath all the rest, residue and remainder 'of
my estate of every nature and wherever situate to my husband,
JACK LYMAN OYLER, provided he survives me by thirty (30) days.
III.
Should my husband, JACK LYMAN OYLER, predecease me or die'%n
or before the thirtieth (30th) day following my death, I devise
and bequeath all the rest, residue and remainder of my estate to
my issue, per stirpes, living on the thirty-first (31st) day
following my death.
IV.
I nominate, constitute and appoint my husband, JACK LYMAN
OYLER, Executor of this, my Last Will and Testament. Should my
said husband, JACK LYMAN OYLER, fail to qualify or cease to act
as such, then I nominate, constitute and appoint my daughter,
PAULA K. SMITH, Executrix of this, my Last Will and Testament.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this .~ day of ~c~o ~ , 19gl .
.g
Signed, sealed, published and declared by the above-named
Testatrix as and for her Last Will in the presence of us, who
at her request, in her presence and in the presence of each
other, have hereunto subscribed our names as witnesses.
-2-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: DOLORES MAE OYLER
Date of Death: September 20, 2004
Will No.: 21-04-00923
Admin. No.:
To the Register:
I certify that the Notice of Beneficial Interest required by Rule 5.6(a) of the Orphans'
Court Rules was served on or mailed to the following beneficiaries of the above-captioned
estate on November v_~'7¢'''' , 2004.
Name Address
Robin Laudenslager 1470 Dartmouth St.
Bethlehem, PA 18017
Jackie Confalone
Paula K. Smith
217 Wexham Drive
Shillington. PA 19607
555 High Street
West Fairview, PA 17025
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None.
Date: November ,,~ ,2004
Signature
Name: Richard W. Stewart, Attorney
Johnson, Duffle, Stewart & Weidner
Address 301 Market St.
P. O. Box 109
Lemoyne, PA 17043-0109
Telephone: (717) 761-4540
Capacity: Personal Representative
X Counsel for personal representative
W
0
U.I
LIJ
F'"
TO
Register of Wills Office
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013-3387
SUBJECT:
Estate of Dolores Mae Oyler
No. 21-04-00923 - DOD: 9/20/04
FROM
3OHNSON~ DUFFTE, STEWART & WE]DNER
Attorneys at Law
P.O. Box 109
Lemoyne, PA 17043
(717) 761-4540
Fax: (717) 761-3015
DATE: December 16, 2004
Enclosed is a check in the amount of $8,000.00 as a payment on account of Inheritance
Tax for the above-captioned Estate, being made within the 90 days to allow for the 5% discount.
Happy Holidays to everyone.
SiGN El:}.'~C~in?Y~e r,
Estate Le~lal Assistant
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV 1162 EX(11-96)
NO. CD 004747
STEWART RICHARD W
3RD & MARKET STREETS
P. O. BOX 109
LEMOYNE, PA 17043
ESTATE INFORMATION: SSN: 211-22-6516
FILE NUMBER: 2104-0923
DECEDENT NAME: OYLER DOLORES MAE
DATE OF PAYMENT: 12/17/2004
POSTMARK DATE: 12/16/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 09/20/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $8,000.00
REMARKS:
TOTAL AMOUNT PAID:
$8,000.00
SEAL
CHECK#108
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG, PA 17128-0601
June 20, 2005
Telephone
(717) 78133930
FAX (717) 77~;'0412
, -.."j
LAW OFFICES
JOHNSON, DUFFIE, STEWART & WEIDNER, PC
301 MARKET STREET
PO BOX 109
LEMOYNE, PA 17043-0109
(,.J
Re: Estate of DOLORES M. OYLER
File Number 2104-0923
Dear Sir/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 12/20/05. 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.
Sincerely,
0{ J .~7A.. .
~?/'-AJ-- ,
Claudia Maffei, Supe . r
Document Processing nit
Inheritance Tax Division
:'S~
Q.;
~-'--'~~
, 0 lCl '"
NO'J",
l,i lO~~ :~
" : ~;g ~
,~ or~ 8
Il tit ~
~.t~~l~~ 73
l\h 0 ~
'A~' ~~
~ <<t..;) Ul
~' .,-'1 ~
~ 0-
l'h.__ NO <
,,_, 002
-
-
-
-
-
-
-
-
~
n
=~;:.~
;.::: --< ,.' C
;: < /. ~
~.~S!;;
........,...;.r-c
c _, <..;...: 1-
r""e-.~-
,z y...W
.0---
" r r ~
, c/) I'-'
:Z~
:b~
~
'lr~ -,
'1
- ' '
--
CO
:i
en
en
CO
-
(.) rJ
~
1n ~
I
\ ... ~
.- \
-
U. Q
'1= f'\':
f,... \:'
H \ Q
\'i~1....\)
J r2~ ~J:
-~~':
:-:--:
;2
/)
- C1' ~
'" co c-
,,:. - ~
'" ;::;
~. ;z:
,,;,0>; 2Q 0
,~ 0 :20
;~, 0..; ~
.i 7
"i~ )~
,,' ,........I
:~. n~
~\ 7~
~\ ~~
<.I.~r--
-!\)~
l-." -..
.~
111...11. .... ,....1 .
[L
_r
,""
C
w::C
UE-- r--
H 0::: CO
i.L<:J M
f"'-< 0 M
o U:i- I
:x.M
(fl ?' 4. .-l
,-:1 E-< :J 0
~ZOr--
H:JlJ:.-l
~O
UJJICl::
iJ-< :n p...
Oel:J
Z 0 -
P::~::C~
!iJ...:JE-<H
E-<P::O:::W
(flW:JH
HCDOH
lJ~U~
1iJ:J ICl::
P::c,.-,U
......n.'. ., I .
SUBJECT:
Estate of Dolores Mae Oyler
No. 21-04-00923
000: September 20, 2004
FROM
JOHNSON, DUFFIE, STEWART 8r. WEIDNiER
Attorneys at Law
P.O. Box 109
Lemoyne, P A 17043
(717) 761-4540
Fax: (717) 761-3015
DATE: October 6,2005
TO Register of Wills Office
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
Enclosed for filing in the above-captioned Estate are the following:
1. Original Inventory.
2. Original and copy of Inheritance Tax Return.
3. Check in the amount of $1 ,881.05, Inheritance Tax payment.
4. Check in the amount of $30.00 in payment of the filing charges.
5. Copy of the letter from Bureau of Individual Taxes granting the 6 month extension
to file the Return. .
6. Please return the tax receipt and the filing receipt to me in the envelope provided.
Thank you.
f'-....;)
.~-=>
I'.;,
~w~-I
:rJ
; /,
C)
:J C:)
-'l'-,
c:~
f-;~
:::=J
'::.)
l ")
"-~":
SIGNE .
I
~-..J
ler, Estate Le al Assistant
: ~-';'."~
'"
: ,'5
:Tl
enj
U,I
\>
REV - 1500 EX + (6-00)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
OYLER, DOLORES MAE
I-
Z
W
o
W
()
W
o
DATE OF DEATH (MM-DD-YEAR)
DATE OF BIRTH (MM-DD-YEAR)
09/20/2004
04/05/1928
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
~ 1. Original Return 0 2. Supplemental Return
w
I- 0 0 Future Interest Compromise (date of death after
:.::;!;CIl 4. Limited Estate 4a.
()~:.: 12-12-82)
wl1.() ~ 0
:1:00 6. Decedent Died Testate (Attach copy 7. Decedent Maintained a Living Trust (Attach
()~...J
l1.CD of Will) copy of Trust)
l1.
<l: 0 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death between
I-
Z
W
o
z
o
l1.
THISS
NAME
RICHARD W. STEWART
FIRM NAME (If applicable)
JOHNSON, DUFFIE, STEW ART & WEIDNER
TELEPHONE NUMBER
7I 7/761-4540
1 . Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
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)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
(9)
(10)
FILE NUMBER
21 04
COUNTY CO.DJO__--"'EAR__
SOCIAL SECURITY NUMBER
00923
,NLJMBEB.
211-22-6516
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder-Retum(date of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11 Election to tax under Sec. 9113(A) (Attach Sch 0)
19,482.24
1,922.95
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax(Line 12 minus Line 13)
I COMPLETE MAILING ADDRESS
301 Market St.
Lemoyne, PA 17043-0109
(1 ) 80,000.00
(2) 134,031.30
(3) None
(4) None
(5) 2,548.89
(6) None
(7) 33,760.48
(8)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
CJl
Ul
n)
., 1
250,340.67
(11 )
21,405.19
228,935.48
(12)
(13)
(14)
228,935.48
15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2)
z 228,935.48 .045 (16)
0 16.Amount of Line 14 taxable at lineal rate x
j:::
<l:
I-
:::>
l1. 17.Amount of Line 14 taxable at sibling rate x .12 (17)
:;;
0
()
>< 18. Amount of Line 14 taxable at collateral rate
<l: x .15 (18)
I-
19. Tax Due (19)
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
10,302.10
10,302.10
Copyright 2000 form software only The Lackner Group, Inc.
Form REV-1500lX (Rev. 6-00)
Decederrt's COliflplete Address:
STREET ADDRESS
208 FRONT ST.
CITY
STATE PA
WEST FAIRVIEW
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
8,000.00
--------------
421.05
Total Credits (A + B + C)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theDVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is theBALANCE DUE
Make Check Payable to: REGISTER OF WILLS, AGENT
II
I ZIP 17025
(1 )
10!,302.10
-1-
(2)
8,421.05
(3) 0.00
(4)
(5) 1,881.05
(5A)
(5B) 1, 81.05
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;............................................................................. ~ I
~: ~::::~ :h~e~;~;i:~~~s:~~e~:s~~~. ~~~I.I. .~~~. ~~~. ~~~~~~:. .~~~.~.~~.~~.~~.~. .~.~ .it~. i.~.C.~.~~;..............................~~::::::::::: ..~.....
d. receive the promise for life of either payments, benefits or care?..........................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?........................................................... no.................................................. D
D
~
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 Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?......................................................................................... no...................
~
~
D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART F THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, corre t and complete. Declaration
preparer other than the person~1 rep~e_~_~'!_!~!i~e_i~~_~~~~~_a~~~rn_~~C?_~_~J_~h_i~_~.J~[~.eaE~r_hasany k!1~~iedge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
_1J~THr< ~ LN-l (..,
SIGNATURE OF PERSON RESPONSIBLE FOR FILING R~UR~ ADDRESS
555 HIGH ST.
WESTFAIRVIEW,PA 17025
ADDRESS
301 Market St.
Lemoyne, P A 17043-0109
DATE
/()
t/ r- -)..6 (I 5."
I=-
r .- Lc~ - 0 f-
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 u e of the
surviving spouse is 3% [72 P ,So 39116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value
[72 P.S. 39116 (a) (1.1) (ii)). The statutedoes not exempt a transfer to a surviving sp l")Je. ,;2 'Ie
of assets and filing a tax return are still applicable even if the surviving spouse is the
R-t9. 3 'S
API~
(JU
ou
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
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S, 39116 (a) (1.<
'bc-;- _ 0 D
The tax rate imposed on the net value of transfers to or for the use of the decedent',
1.2) [72 P.S. S9116 (a) (1 )].
g-_~t
The tax rate imposed on the net value of transfers to or for the use of the decedent'
under Section 9102, as an individual who has at least one parent in common with II
I
ving spous~ is 0%
lents for difclosure
I
I
I
Jr the use ~f a natural
I
lotedin 72~,S'39116
I]. A sibling liS defined,
,no
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
OYLER, DOLORES MAE
FILE NUMBER
21 - 04 - 00923
All real property owned solely or as a tenant in common must be reported at fair market valUEF.air market value is defined as the price
at which property would be excnanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts.Real property which is jointly-owned with right of survivorship must be disclosed on
schedule F.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE OF
DEATH
80,000.00
Real Estate - No. 208 Front St., Borough of West Fairview, Cumberland
County, Pennsylvania.
Book R, Volume 25, Page 952.
Sale Price - copy of Settlement Statement attached.
TOTAL (Also enter on Line 1, Recapitulation)
80,000.00
U. S. DEPARTMENT OF HOUSING and URBAN DEVELOPMENT
'~ S!=TTLEME"lT STATEMENT
),- - ASSURED LAND TRANSFERS, INC.
301 Market Street
Lemoyne, PA 17043-0109
(717) 761-4720
OMB No. 2502-0265
Titlepro for Windows ™
01.FHA
D4.VA
6. FILE NUMBER:
5049
B. TYPE OF LOAN
o 2. FMHA 1:8]3. CONV.UNINS.
o 5. CONV. INS.
17. LOAN NUMBER:
100687243
MORT. INS. CASE NO.:
14168-1
C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked "(p.o.c.)" were paid outside the closing; they are shown here for information purposes and are not included in the totals.
D. NAME AND ADDRESS OF BORROWER:
Trevar W. Scheuch, Jessica A. Scheuch
E. NAME AND ADDRESS OF SELLER:
Estate of Dolores Mae Oyler
F. NAME AND ADDRESS OF LENDER
Countrywide Home Loans, Inc.
4830 Carlisle Pike
G. PROPERTY LOCATION:
208 Front Street
H. SETTLEMENT AGENT: Assured Land Transfers, Inc.
Mechanicsburg, PA 17050
East Pennsboro Township
West Fairview, PA 17025
PLACE OF SETTLEMENT:
301 Market Street, Lemoyne, PA
I. SETTLEMENT DATE:
Sep 27 2005
Tuesday
04:00 AM
J. SUMMARY OF BORROWER'S TRANSACTION
100. Gross Amount Due From Borrower
101. Contract sales price
102. Personal Property
103. Settlement Charges (line 1400)
104.
105.
Adjustments for items paid in advance by seller(s)
106. Cityrrown tax
107. County/City tax 09/27/05 to 12/31/05
108. Assessments
109. School Tax 09/27/05 to 06/30/06
110.
111. Sewer 09/27/05 to 09/30/05
112.
120. Gross Amount Due from Borrower
200. Amounts Paid By Or In Behalf Of Borrower
201. Deposit or earnest money
202. Principal Amount of new loan(s)
203. Existing loan(s) taken subject to
204.
205.
206.
207.
208.
209.
Adjustments for items unpaid by seller
210. Cityrrown tax
211. County/City tax
212. Assessments
213. School Tax
214.
215.
216.
217.
218.
219.
220. Total Paid By/For Borrower
300. CASH AT SETTLEMENT Fromrro BORROWER
301. Gross AmI. due from borrower (line 120)
302. Less AmI. paid by/for borrower (line 220)
303. Cash i:8J FROM 0 TO
Borrower
Buyer or Borrower's Signature
K. SUMMARY OF SELLER'S TRANSACTION
400. Gross Amount Due to Seiler
80,000.00 401. Contract sales price
402. Personal Property
3,499.80 403.
404.
405.
Adjustments for items paid in advance by seller(s)
406. Cityrrown tax
62.34 407. County/City tax 09/27/05 to 12/31/05
408. Assessments
716.86 409. School Tax 09/27/05 to 06/30/06
410.
3.75 411. Sewer 09/27/05 to 09/30/05
412.
84,282.75 420. Gross Amount Due to Seiler
500. Reductions In Amount Due To Seiler
1,000.00 501. Excess deposit (see instructions)
76,000.00 502. Settlement charges to seller (line 1400)
503. Existing loan(s) taken subject to
504. Payoff of First Mortgage Loan
505. Payoff of Second Mortgage Loan
506.
507.
508.
509.
Adjustments for items unpaid by seller
510. Cityrrown tax
511. County/City tax
512. Assessments
513. SchoolTax
514.
515.
516.
517.
518.
519.
77,000.00 520. Total Reduction Amount Due Seiler
600. CASH AT SETTLEMENT To/From SELLER
84,282.75 601. Gross Amount due Seller (line 420)
77,000.00 602. Less reduction in Amt.due Seller (line 520)
7,282.75 603. Cash i:8J TO
o FROM Seiler
Seller's Signature
~ g lfJ
80,000.00
62.34
716.86
3.75
80,782.95
800.00
800.00
80,782.95
800.00
79,982.95
"
..
L. SETTLEMENT CHARGES Case # 5049 Paid From Paid From
700. Total Sales Commission based on Price: $ % Borrower's Seller's
Division of Commission at: $ Total Funds At Funds At
701. Settlement Settlement
702.
703. Commission paid at Settlement I
704. I
600. Items Payable in Connection With Loan
601. Loan Origination Fee Countrywide Home Loans, Inc.
602. Loan Discount Countrywide Home Loans, inc.
603. Appraisal Fee to Landsafe Appraisal Service 310.00
604. Credit Report to Countrywide Home Loans, inc. 35.00
605. inspection Fee to
606. Mortgage Insurance to
607. Assumption Fee to
606. Flood Check Fee to Landsafe Flood 26.00
609. Tax Service Fee to Countrywide Tax Service 90.00
610. Document Preparation Fee to Countrywide Home Loans, Inc. 400.00
611.
900. Items Required By Lender To Be Paid In Advance
901. Interest from 09/27/05 to 09/30/05 @ 12.2300 /Day 46.92
902. Mortgage Ins. Premium 1 Months to Countrywide Home Loans, Inc. 50.03
903. Hazard Ins. Premium 1 Years to Capital Region Insurance Agency 275.00
904. 0 Years to
905. 0 Years to
1000. Reserves Deposited With Lender For
1001. Hazard Insurance 3 Months @ $ 22.92 /Month 66.76
1002. Mortgage Insurance 0 Months @ $ 50.03 /Month
1003. CitylTown Taxes 9 Months @ $ 19.96 /Month 179.64
1004. County Taxes 0 Months @ $ 19.96 /Month
1005. Assessments 0 Months @ $ /Month
1006. School Taxes 5 Months @ $ 79.00 /Month 395.00
1007. 0 Months @ $ /Month
1006. Aggregate Adjustment 0 Months @ $ 79.00 /Month (277.60)
1100. Title Charges
1101. Setllement or closing fee to
1102. Abstract or title search
1103. Title Examination
1104. Title Insurance Binder
1105. Document preparation
1106. Notary fees
1107. Attorney's fees
(includes above items No.:)
1106. Title Insurance Assured Land Transfers, Inc. ,..
(inCludes above items No.:) 1101 thru 1104 and 1106/ Basic
1109. Lender's coverage $ 76,000.00
1110. Owne~s coverage $ 60,000.00
1111. Endorsements 100, 300 and 900 to Assured Land Transfers, Inc. 150.00
1112. Closing Protection Letter to First American Title Insurance Company 35.00 I
1113. Wire Fee to Assured Land Transfers, Inc. 20.00 I
1200. Government Recording and Transfer Charges
1201. Recording Fees: Deed $ 39.00 Mortgage $ 66.50 Release $ 105.50
1202. City/County tax/stamps: Deed $ 600.00 Mortgage $ 600.00
1203. State tax/stamps: Deed $ 600.00 Mortgage $ 600.00
1204. Electronic Document Fee to Assured Land Transfers, Inc. 25.00
1205. Overnight Courier Fee (package) to Assured Land Transfers, Inc. 25.00
1300. Additional Settlement Charges
1301. Survey to
1302. Pest Inspection to
1303.
1304.
1305.
1400. Total Settlement Charges (enter on lines 103 & 502, Sections J & K) 3,499.60 600.00
...
Parties agree that no liability is assumed by Settlement Agent for the accuracy of information furnished by others as shown on the HUD.1 Settlement Statement.
HUD CERTIFICATION OF BUYERS AND SELLERS
I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts and
disbursements made on my account by me in this transaction. I further certify that I have received a copy of the HUD-1 Settlemerlt Statement.
~ J,~/<~U
~24C - ~""..~_ ,
LVt~L.
,
Buyer's Address & Phone:
Seller's New Address & Phone:
The HUD.1 Settlement Statement which I have prepared is a true and accurate account of this transaction. I have caused or will cause the funds to be disbursed in accordance with this
statement. ~_
. -~ i'/f /j?A-
Settlement Agent
iZzh ~
Date
ESTATE OF
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OYLER, DOLORES MAE
SCHEDULE B
STOCKS & BONDS
I FILE NUMBER
21 - 04 - 00923
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
2
2,500 Shares PNC Financial Common
@? $53.27 per share.
81.864 Shares - Vanguard GNMA fund
@ $10.46 per share.
DESCRIPTION
UNIT VALUE
TOTAL (Also enter on line 2, Recapitulation)
VALUE AT DATE OF
DEATH
133,175.00
856.30
134,031.30
'.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
OYLER, DOLORES MAE
FILE NUMBER
21 - 04 - 00923
Include the proceeds of litigation and the date the proceeds were received by the estatEAII property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER
1 Household Goods - appraised value
DESCRIPTION
VALUE AT DATE OF
DEATH
1,360.00
2
1991 Buick Park Avenue 4 Door Sedan - 110,000 miles
Date of death value
100.00
3
Highmark - refund
52.11
4
Internal Revenue Service - refund - 2004 income tax
898.00
5
Comcast and Erie Insurance - cable and automobile insurance refunds
138.78
TOTAL (Also enter on Line 5, Recapitulation)
2,548.89
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OYLER, DOLORES MAE
I FILE NUMBER
21 - 04 - 00923
ESTATE OF
ITEM
NUMBER
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
___~_~~_ ___ ~___~~~____~______~ ___~ u________~~- ~-- ~ ---
DESCRIPTION OF PROPERTY . DATE OF DEATH' % OF . '
Include the name of the transferee. their relationship to decedent and the date of transfeLI ! DECD'S ! EXCLUSION ! TAXABLE VALUE
Attach a copy of the deed for real estate VALUE OF ASSET: ' (IF APPLICABLE) ,
. ! INTEREST
Thrivent Financial for Lutherans
Single Premium Deferred Annuity
Contract Number: B3142356
Beneficiaries: Daughters - Jackie Confalone;
Paula K. Smith and Robin Laudenslager
33,745.98
33,745.98
2
PNC Bank - Checking Account No. 51-4011-1362
Joint with Paula K. Smith, Daughter as of 1/20/2004
Date of death balance
1,794.421 100%
3,000.00,
!
0.00
3
PNC Bank - Savings Account No. 50-0360-0469
Joint with Paula K. Smith, Daughter as of 1/20/2004
Date of death balance
14.501 100%
14.50
TOTAL (Also enter on line 7, Recapitulation)
33,760.48
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
OYLER, DOLORES MAE
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
, FILE NUMBER
21 - 04 - 00923
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
Musselman's Funeral Home - funeral expenses
2
Rolling Green Cemetery - interment charges
6,299.18
895.00
100.00
1,426.20
500.00
3,500.00
260.00
75.00
109.30
6,317.56
19,482.24
Social Security Number(s) / EIN Number of Personal Representative(s):
210-40-1935
Street Address 555 HIGH ST.
City WEST F AIRVIEW
Year(s) Commission paid
,
.)
Reverend George DeFrehn - funeral service
4
Knights of Columbus - funeral lunch
B.
ADMINISTRATIVE COSTS:
1 . Personal Representative's Commissions
PAULA K. SMITH
State P A
Zip 17025
2.
Attorney's Fees Johnson, Duffie, Stewart & Weidner
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
Register of Wills - Cumberland County
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Cumberland Law Joumal- advertise letters
2
The Patriot-News - advertise letters
Total of Continuation Schedule(s)
TOTAL (Also enter on line 9, Recapitulation)
Schedule H
Funeral Expenses &
Mninistrative Cos1s continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
3 Register of Wills - short certificate
FILE NUMBER
21 - 04 - 00923
I
I
3.00
ESTATE OF
OYLER, DOLORES MAE
4
Chuck Bricker - household goods appraisal
80.00
5
L. G. Connor Real Estate - Appraisal 208 Front St., West Fairview
300.00
6
PP&L - electricity charges
436.49
7
PA American Water Co. - water charge
167.91
8
East Pennsboro - sewer/refuse charges
452.50
9
Comcast - cable charges
126.70
10
UGl - gas charges
2,034.79
11
Verizon - telephone charges
189.70
12
PNC - service charges - Estate account
14.00
13
UGI - Service Contract
79.00
14
Alicia D. Stine, Tax Collector - Township/County real estate taxes
(208 Front St. - West Fairview) - 111/2005 - 9/2712005
177.16
15
Erie Insurance Group - Homeowner's Insurance Premium
(208 Front St. - West Fairview)
480.00
16
Bruner's - automobile repairs
50.00
17
Titan Tree Service - removal of damaged tree - 208 Front St.
550.00
18
Recorder of Deeds - Sale of 208 Front St., West Fairview
1 % Transfer Tax
800.00
19
Alicia D. Stine, Tresurer - 2005 School District Real Estate Taxes
(208 Front St. - West Fairview) - 7/112005 - 9/27/2005
231.16
20
PNC Bank - Estate check printing charge
15.15
21
Register of Wills - file Inventory & Inheritance Tax Return
30.00
22
Reserve for close-out costs
100.00
Page 2 of Schedule H
*'
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE I
LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
OYLER, DOLORES MAE
Include unreimbursed medical expenses.
ITEM
NUMBER
I Kristin Schultz - Nursing services
DESCRIPTION
2
Carolyn Bucher - Nursing services
3
Carol Case - Nursing services
4
Joan Stalks - Nursing Services
5
Griswold Special Care - services to decedent
6
Carefor People - services to decedent
7
Bank One - decedent's account balance
8
Brown, Schultz - Accountants - preparation of decedent's
2004 income tax returns
FILE NUMBER
21 - 04 - 00923
TOTAL (Also enter on Line 10, Recapitulation)
AMOUNT
243.00
330.00
50.00
585.00
291. 00
189.00
9.95
225.00
1,922.95
REV-1513 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
OYLER, DOLORES MAE
I FILE NUMBER
21 - 04 - 00923
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
RELATIONSHIP TO
DECEDENT
Do_No_tLlstIrustee(lil- _
AMOUNT OR SHARE
OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Robin Laudenslager
1470 Dartmouth St. Bethlehem, PA 18017
Daughter
! One-third residue
2
Jackie Confalone
217 Wexham Dr., Shillington, PA 19607
Daughter
One-th:ird residue
3
Paula K. Smith
555 High St., West Fairview, PA 17025
i Daughter
One-third residue
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover she~t
I
II.
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
I
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEEr
II
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of OYLER, DOLORES MAE
No. 21-04-00923
Date of Death 912012004
also known as
, Deceased
Social Security No.
211-22-6516
PAULA K. SMITH
----
The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Invehtory
include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania
of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the
Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that
which appears in a memorandum at the end of this Inventory. l!We verify that the statements made in this Inventory' are true
and correct. l!We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904
relating to unsworn falsification to authorities.
Attorney:
RICHARD W. STEWART
Personal RepresentaAve
_ Signature: ---fI~ JL ~ tL ~_L.~___ _
PAULA K. SMITH
I.D. No.:
18039
Signature:
Signature:
Address:
Address: 555 HIGH ST.
WESTFAIRVIEW, PA 17025
301 Market St.
Lemoyne, PA 17043-0109
Telephone: 717/761-4540
Telephone: (717) 732-2465
Dated:
10- _S- - .) ()() ~/
Personal Property
2,500 Shares PNC Financial Common
@ $53.27 per share.
133,175.00
81.864 Shares - Vanguard GNMA fund
@ $10.46 per share.
,...j56.30
,.~_r{).'.
,.... ~ )
fr,) '-i' ;p!~
>f,t60.00' ~3
I - l.)
. ; I' ""1
-...,-.1100.00 -::7
~.~ ; 'a
~-15 (~O)
-r 52.11 ','1
" t1 '.' )! )
(~h CI
898.00
Household Goods - appraised value
1991 Buick Park Avenue 4 Door Sedan - 110,000 miles
Date of death value
Highmark - refund
Internal Revenue Service - refund - 2004 income tax
Comcast and Erie Insurance - cable and automobile insurance refunds
138.78
Total Personal Property
I
$136,580.19
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
$216,580.19
~
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
continued
Estate of OYLER, DOLORES MAE
No. 21 - 04 - 00923
Date of Death 9/20/2004
Social Security No. 211-22-6516
also known as
, Deceased
II
Real Estate
Real Estate - No. 208 Front St., Borough of West Fairview, Cumberland
County, Pennsylvania.
Book R, Volume 25, Page 952.
Sale Price - copy of Settlement Statement attached.
80,000.00
Total Real Estate
$80)000.00
2
11
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 005873
STEWART RICHARD W
3RD & MARKET STREETS
P. O. BOX 109
LEMOYNE, PA 17043
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
__n_n_ fold ---------- --------
101 I $1,881.05
ESTATE INFORMATION: SSN: 211-22-6516 I
FILE NUMBER: 2104-0923 I
DECEDENT NAME: OYLER DOLORES MAE I
DATE OF PAYMENT: 10/07/2005 I
POSTMARK DATE: 10/06/2005 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 09/20/2004 I
I
TOTAL AMOUNT PAID: $1,881.05
REMARKS:
CHECK#1032
INITIALS: JA
SEAL RECEIVED BY: GLENDA FARNER STRASB~UGH
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 006083
STEWART RICHARD W
3RD & MARKET STREETS
P. O. BOX 109
LEMOYNE, PA 17043
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
n____n fold
101
$27.83
ESTATE INFORMATION: SSN: 211-22-6516
FILE NUMBER: 2104-0923
DECEDENT NAME: OYLER DOLORES MAE
DATE OF PAYMENT: 12/09/2005
POSTMARK DATE: 12/08/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 09/20/2004
TOTAL AMOUNT PAID:
$27.83
REMARKS:
JOHNSON, DUFFIE ET AL
CHECK# 16972
SEAL
INITIALS: RSK
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
r--~~---------
foo"
..,1
(:)
1..1.
(A)
..jo.
e,)
C.,)
(.1
(~t
c:.
t....
c-,
()
C)
,,)
-
:
~
~~c
~C/)
Fi12
--
,./
:::-
~. -,
.r
O.....OAl
)>ocm
AlO:5:G)
rCOJ(J)
(J)Alm-l
r-lAlm
.f11IIAl
\JO~O
)>CO"Tl
.....(J) <
-....Jmo<
O(J)Or
.....ocr
'fCZ(J)
t5)>-lO
(X)Al-<"Tl
-....JmO"Tl
00
cm
Al
-l
I
o
C
(J)
m
I tn
( (r')
l~
\ 0
\ ~.
~\~~
~
5\
.fii ~)
II,'
"
. <
c~ ~
s: C, c)
P. (~~',..,.,)
- ()
r- _D. --"
~ Co)),
ZT>
-nm
:::0 C)
0':,)
;s:m
'::! ~
~ C1~ ]
o~o ~
000
[i1 (J) .
=: ,)w
:~ :_~" \~
c),) Ul 0
10 :%:'0"'1:11I
Ie: tO~e:
1-1 ",...m;:lll
....o:;om
I ~x~>
I)> CNP.C
If"" ~~i!lc
10 ..... tI'l c.. ;::c ",m"'l1
IZ m 0 c I-l '0=
lei) 3: ...... :J: n :~~~
I
1-1 C :z :J: .... C
-< 3: VI J> .... 01-1
I:J: N ...<
1M :z J> C ;::c CO <1-1
m ;::c :z t:l I :ilc
len =
;0:: '" ...e:
I m m ::IE: = 0)0-
If"" -I -I .... Zr-
1M J> VI
IZ ~
VI ..... -I )0-
1m -I m x
I ::IE: m
I J> CII
I
I ;::c
I -I
:1 "'tl
J>
......
I "
I
I 0
1;llJ .I:'
1m tI'l
1-1 )0-
I)> "II
C"II 0
1M "'11;:11I
IZ )0- 0
I CI-I Z
If"" mCII t:JZ
cmz
10 e::zc 1"1I0
'::IE: nm~ -aZ
1m ~ZI-I )>::IE:
1;llJ I-I~n ;llJm
c.. m
. Z -IJ>
l-a CII)o-C zf""
10 r-"'I1 1"1I-1
l;a )O-r- z::E:
ZCI-I
1-1 c~z -10
1M )0-%
10 Z )>- )> 0 "1'1 t:J 1"1I t:J )o-zm 0"1'1
CIIn;:lll
IZ )> a OOM)> en )> CIIml-l "1'I-a
I ~ 0 ze:f""-I -I -I m ~
1"1'1 1"1I C zmm )> 1"1I CllC)o- ;llJm
10 n n ;::c :J -I -I CII;:IIIZ mZ
1;llJ 0 -<zo 1"1I :z n <z
J> c: m r+ mcm
I ;::c 3: en ::E: ....... e:"1'I ZI-I men
1< ..... tlI:I I-l 1"1I ;llJ ~)> Z 0 ~CII~ z<
10 0 1l:It:J "1'1 )0-)0- e:f""
I-l m VI CD ~ -a cr-x
Ie: VI ;::c -I ~ a "'I -a 1"1I1"1I "'I1r- 1"1I<
1;llJ ..... ..... m .... ~ ~ ;llJ)> C )>
I m J> ;::c -a r+ -I ~~ Z
1;llJ )> ~ f"" ::E: )0-)0- M
1m Z < r+ ~ xz )>
t:l C CD n
10 "'tl ." )> D. ~ t:J...... n N 0 C ...... m
10 J> n Il:I ~, :=0 c: ...... '" < N
1;llJ C ::IE: f"" 3: I ..... I
1t:J 1"1I ~ 1"1I......
10 I-l tlI:I 0 N m 0
I ...... n ..... == .. m .I:' 0 ;::c U1
:1 " c ..... := ;::c I I I
0 c: VI !:l.. ..... 0 N N
...... ;::c ~o J> '" 0 0
tI'l -l "'IN Z N 0 0
O. t:l tI'l .I:' U1
:J: ~o
C ~tI'l
c: r'l I
VI ::t'N '"
rn ~o m
-a <
J> ,,>0 I
'-- 0- t:l ....
< '"
c ...
Z ..... ....
1"1I C m
Z ;::c x
-I m ..
."
-I VI '0
0 ~
=
'"
Z I
=
~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
nAPPRAISEMENT, ALLOWANCE OR DISALLOWANCE
,- OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-05-2005
OYLER
09-20-2004
21 04-0923
CUMBERLAND
101
APPEAL DATE: 02-03-2006
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~Y!_~~9~9_!~~~_~~~~______~___~~!~!~_~~~~~_~~~!!~~_E~~_y~y~_~~~~~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
DOLORES M FILE NO. 21 04-0923 ACN 101
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
BUREAU OF INDIVIDUALr-;T~,;-,~~,
INHERITANCE TAX DIVISION: -,"AI: .' tu
PO BOX 280601
HARRISBURG PA 17128-0601
r'. (' 9
' ~ ,)
RICHARD W STEWART
JOHNSON ETAL
301 MARKET ST
LEMOVNE
PA 17043
ESTATE OF
OVLER
TAX RETURN WAS: (X) ACCEPTED AS FILED
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
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
DATE
12-16-2004
10-06-2005
+
INTEREST/PEN PAID (-)
421.05
.00
NUMBER
CD004747
......... CD005873
BALANCE OF UNPAID INTEREST/PENALTV AS OF 10-07-2005
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
80,000.00
134,031. 30
.00
.00
2,548.89
.00
33,760.48
(8)
'*
REV-1547 EX AFP (06-05)
DOLORES
M
(9)
(10)
19,482.24
DATE 12-05-2005
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
250,340.67
21.405 19
228,935.48
.00
228,935.48
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00
10,302.10
.00
.00
10,302.10
10,302.10
.00
27.83
27.83
pt
1.922.95
(11)
(12)
(13)
(14)
.00 X 00 =
228,935.48 X 045 =
.00 X 12 =
.00 X 15 =
(19)=
AMOUNT PAID
8,000.00
1,881.05
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
( 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.)
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)
... ," '''''~. 1
,-
,
~.. to, (...
~ j .:;... C
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-27-2005
OYLER
09-20-2004
21 04-0923
CUMBERLAND
101
DOLORES
M
('-,
RICHARD W STEWART
JOHNSON HAL
301 MARKET ST
LEMOYNE
Allount Rellitted
PA 17043
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 OYLER DOLORES M FILE NO.21 04-0923 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 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: 12-05-2005
PRINCIPAL TAX DUE: 10,302.10
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-16-2004 CD004747 421.05 8,000.00
10-06-2005 CD005873 .00 1,881.05
12-08-2005 CD006083 27.83- 27.83
TOTAL TAX CREDIT 10,302.10
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" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
pt
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM
YEARLY UNTIL COMPLETION.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: DOLORES MAE OYLER a/k/a DOLORES M. OYLER
Date of Death: SEPTEMBER 20. 2004
Will No.: 21-04-00923 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 ~ 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. Did the personal representative file a final account with the Court?
Yes No X
B. The separate Orphans' Court No. (if any) for the personal
representative's account is:.
C. Did the personal representative state an account informally to the
parties in interest? Yes ~ No
D. Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans'
Court and may be attached to this report.
Date:
//().:JhcJo~
/
----//)~/# ~
'--#.::.1 ,,//:1/ ~&.._ .
Signature .
Richard W. Stewart, Attorney
Johnson, Duffie, Stewart & Weidner
301 Market Street, P.O. Box 109
Lemovne, PA 17043-0109
Address
(717) 761-4540
Telephone No.
Capacity:
Personal Representative
~ Counsel for Personal Representative
~~