HomeMy WebLinkAbout04-0958 PETITION FOR PROBATE]and GRANT OF LETTERS
Estate of' .~.o~ ~[~. ~/oo~/(A/6~r~[ No. e:,Q~ - OW - ~-,-~:e
also known as To:
~' -/~ _ ~ r~ Register of Wr~lls fo]~ the ? J
Social Security No. /7~ - '/[D-ece~s~5~ County of .~"0~ ~'i'-/t~ r/~ in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an t u~Q--~, 'T /~named
in the last will of the above decedent, dated .5,e' h~ffxec
and codicil(s) dated ' - /, 19. J~ .~
(state relevant circnmstan~, e.g. ren~;~tion, death of executor, etc.)
Decendent was domiciled at death in ~' ~7~ P-'//~ ~ d ~'ount-' Penn .....
h ~ last family or principal residence at
(list street, number and muncipality) /
Decendent, then. Z~ years of age, died
at -
Except as follows, decedent did not marry, was not ~vorced and did not have a child born or ~optefi
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 $ o~_) O ~ ~./.~
(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 probate of the last will and codicil(s)
presented herewith and the grant of letters· .~ ,.%
theron.
(testamentary; administration c t a 7-~n~ nistra~,, d b n ct; .~?
· ' '~'~ · ~ .... y~'~O
OATH OF' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
,COUNTY OF ~--~,~c~.~cs~x_~ . ss
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 thc 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
~ore me this e:~ ~---~b...~ day of
Last Will and Testament
6
Unmarried IndivMual with Two or More Beneficiaries
do hereby ~ke, l~ublis'h and t~e~larc this to be my Last Will and Testame~i~and do hereby revoke any and
all other Wills and Codicils heretofore made by me.
First. I am an unmarried person. 1 hereby give all my estate to the following,gamed ~
person/er~.~.~.g.s or the survivor of them in equal shares:~ ¢~,
Second. I or~r and direct that my just debtsf~e~e~~ of my
estate and any inheritance and succession taxes, state or federal, upon my estate shall be paid as soon after my
death as may be practical.
Third. l nominate and appoint ~ ~~ ~~
as Executor/Executrix of this Will. n the event that he/she shall predecea~ me or fails to survive me or fails
to se~e as such Executor/Executrix then I nominate and appoint
Executor/E~cutrix of this my Last Will and Tes~ment. I further direct that no appointee hereunder shall be
required to give any bond for the faithful performance of his/her duties.
Fourth. I hereby authorize my Executor/Executrix to exercise all the powers, rights, discretions,
duties and immunities conferred upon fiduciaries to the extent permitted by law with full power to sell, lease,
mortgage, inve~ reinvest, or otherwise dispose of the assets of my estate.
I Subscribo my nam~ to this Will this Sec~d Day of April ~
~ ,19
at
TSig. n~e.d, sealed, published and declared to be his,/her Last Will and Testament by the within named
estator ~,~ne presence of us, who in his/her presence and at his/her request, and in the presence of each
other, ha¥o'nereu~o subscribed our names as witnesses. '
~;'~]]2-':"7 Ccranonwealth National Bank
(1) ~ of 5999 Allentown Blvd., Hbg., Pa.
~ .~/. · ~t,,,~.~ / (City) (State)
(2) /"~.~, ~9 ~/. ,-~; .~-, .~'a4 of S~
~ ' ~ of ~(City ) (State)
(3) ~ ~ .
(City) (State)
1983 b~, AFBP A rights icserved.
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 lbr permanent~filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
10545658
Local Registrar
Date
COMMONWEALTH OF PENNSYLVANIA · DEPART~IENT OF HEALTH * VITAL RECORD8
CERTIFICATE OF DEATH
"' "" I,,' I,, '" ~1 ~"" I,; ~
Frank Kantner
Debbie
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
RICHARD L PLACEY
3631 N FRONT ST
HARRISBURG PA 17110-1533
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NO.
COUNTY
ACN
07-19-2004
CRONIN
10-16-2003
21 03-0958
Cumberland
101
CUT ALONG THIS LINE
REV-1547 EX (06-97) PC
REV-tS4? EX (t2-97) PC
ROSEMARIE A
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
RETAIN LOWER PORTION FOR YOUR RECORDS ~=
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
ESTATE OF CRONIN
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ROSEMARIE A FILE NO. 21 034)958 ACN 101
DATE 07-19-2004
TAX R= I URN WAS: ( [] ) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON:
( [] ) CHANGED
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
~ 3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
13.
0.00
6,240.40
0.00
0.00
49,449.56
0.00
53,442.07
(8)
18,094.88
0.00
NOTE: To Insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
109,132.03
(11) 18,094.88
(12) 91,037.15
(13) 0.00
14.
NOTE:
Net Value of Estate Subject to Tax (14) 91,037.15
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures
that include the total of ALL returns assessed to date.
(15) 0.00 X .00 0.00
(16) 91,037.15 X .045 4,096.67
(17) 0.00 X.12 0.00
(18) 0.00 X.15 0.00
(19) 4,096.67
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 taxable at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT 't~-~ DISCOUNT (+)
DATE NUMBER iNTEREST/PEN PAID (-) AMOUNT PAID
01-21-2004 C D003464 0.00 4,200.00
TOTAL TAX CREDIT 4,200.00
BALANCE OF TAX DUE 103.33 CR
INTEREST 0.00
TOTAL DUE 103.33 CR
· (ZF TO/AL uu~s ZS LESS THA]~ $1, 1';0 PAI"Ji~HT ZH REQITZRED.
FOR ~TZON OF ~DZTZO~ Z~ST. ZF ~ D~ Z8 ~~ ~ A ~ZT (~), YOU ~Y BE D~ ~
RESERVATION:
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMINISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 12, 1982 - if any future interest in the estate is transferred in possession or enjoyment to Class B
(collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to
appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest.
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 21 of 1995. (72 P.S. Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Wills pdnted on the reverse side. Make check or money orde- ~
payable to: REGISTER OF WILLS, AGENT.
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania
Inheritance and Estate Tax (REV-1313). Applications are available at the Office of the Register of Wills or any of the 23 Revenue District Offices, or by
calling the special 24-hour answering service numbers for forms ordering: In Pennsylvania 1-800-362-2050, outside Pennsylvania and within local
Harrisburg area (717) 787-8094, TDD# (717) 772-2252 (Headng Impaired Only).
Any party in interest not satisfied with the appraisement, allowance or disallowance of deductions, or assessment of tax (including discount or interest) as
shown on this Notice must object within sixty (60) days of receipt of this Notice by:
--written protest to the PA Department of Revenue Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
-election to have the matter determined at audit of the account of the personal representative OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in wdting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post
Assessment Review Unit, Dept. 280601 Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 3 of the booklet "Instructions for Inheritance Tax
Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedent's death a five percent (5%) discount of the tax paid is allowed.
The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before
January 18,1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the same
time period as you would appeal the tax and interest that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes
which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes
which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2001 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20% .000548 1988-1991 11% .000301
1983 16% .000438 1992 9% .000247
1984 11% .000301 1993-1994 7% .000192
1985 13% .000356 1995-1998 9% .000247
1986 10% .000274 1999 7% .000192
1987 9% .000247 2000 8% .000219
--Interest is calculated as follows:
2001 9% .000247
2002 6% .000164
2003 5% .000137
2004 4% .000110
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
-Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment
is made after the interest computation date shown on the Notice, additional interest must be calculated.
*'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF IND~itia(Dil;C~L~Fl~f: OF
INHERITANCE TAX DI~.(ffl~:'-' "
PO BOX 28D601 r['., \. .
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-l&~7 EX AFP n2~D~l
I!f P'I",' 1'. :"18
"Lone J/.1.!. u _
U:jd ;'".,'j
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-17-2005
WOODWARD
08-13-2004
21 04-0958
CUMBERLAND
101
E
CLm<, OF
OR?Hr\~,!,s CGum
DEBBiE.J'~REPS "
5535 WESTBURY DR
ENOLA PA 17025
SARA
Allount R...itted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
Ri:v:rA~.Eic".Af:p..rll1":6!'r.iiiiTYel-oF.INH!ftYi'AiicE.;"Ax-7ippilA.isEMlNi'~-.Ai:tOWAi(CE-OR......_----------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WOODWARD SARA E FILE NO. 21 04-0958 ACN 101 DATE 01-17-2005
TAX RETURN WAS: I X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule AJ
2. stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule DJ
S. Cash/Bank Deposits/Misc. Personal Property {Schedule EJ
6. Jointly Owned Property (Schedule f)
7. Transfers [Schedule GJ
8. Total Assets
(1)
(2)
(3)
(4)
IS)
(6)
(7)
,00
,00
,00
.00
2.087.13
.00
.00
(8)
NOTE: To insure proper
credit to your account~
submit the upper portion
of this forD with your
tax paYllent.
2,087.13
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad... Costs/Hisc. Expenses {Schedule HJ (9)
10. Debts/Mortgage Liabilities/Liens (Schedule Il lID)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rat. (15)
16. Allount of Line 14 taxable at Lineal/Class A rat. (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX C ITS:
DATE
11-12-2004
01-10-2005
NUM8ER
CD004616
REFUND
+
INTEREST/PEN PAID 1-)
4.50
.00
89.00
.00
Ill)
(12)
(13)
(14)
89 nn
1,998,13
,00
1,998.13
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.OOXOO=
1,998.13 X 045 =
.00 X 12 =
.00X15=
(19)=
.00
89.92
.00
.00
89.92
AMOUNT PAID
89.92
4,50-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
89,92
.00
,00
,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" ICR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~.~
q..
BUREAU OF INOIVI.VAL TAXES
INHERITANCE TAX DiVIS10N
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REY-16D7EX AFP U2-04)
DEBBIE KREPS
5535 WESTBURY DR
ENoLA PA 17025
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-24-2005
WOODWARD
08-13-2004
21 04-0958
CUMBERLAND
- 101
SARA
E
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account.. submit the upper portion of this for.. with your tax pay.ent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
UV :r&'6.,.~r.I""..rllr-.d'!').........;io."fA~!mar"fAr.n'lYrlll'N'l'.b'l!'.Aa'l!'d'DW..ioii'................. ... ...
ESTATE OF WOODWARD SARA E FILE NO.21 04-0958 ACN 101 DATE 01-24-2005
THIS STATEHENT IS PROVIOEO TO AOVISE OF THE CURRENT STATUS OF THE STATEO ACN IN THE NAHEO ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION DF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT: 01-10-2005
PRINCIPAL TAX DUE:.
89.92
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-12-2004 , CD004616 4.50 89.92
01-10-2005 \, REFUND .00 4.50-
TOTAL TAX CREDIT 89.92
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" lCR)..
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
~
t/
STATUS REPORT UNDER RULE 6.12
Name of Decedent: SIJRI4 E. WtJOPWIft2D
Date of Death: t' - /3- 2 co 'f
Will No.: 7-o0l{- ()O~S8
rPlI NO. L I-oLf -o9'~ 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 0
2. lfthe answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. lfthe answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No S
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 of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
C!)~J(~ ~
Signature
D e'u/ r k r- 'ef-I
Name
S-~- 3.s;- (J<f? sl- i (..{ ,.. Y () I) 'f/-€-
C,vC5( fA. I P A /70:AS:-
Date: 3-Il.f-UOS-
Address
7/7-7s~-/TO/
Telephone No.
Capacity: ~ Personal Representative
o Counsel for personal representative
uA
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REY-1U7 EX AFP 112-14)
DEBBIE KREPS
5535 WESTBURY DR
ENOL A
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-24-2005
WOODWARD
08-13-2004
21 04-0958
CUMBERLAND
101
Amount Rani Hed
SARA
E
PA 17025
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. submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
1~:r~~~.I5r.i'~..ral~1S!'........;..~~!~~elr~llr.ifl~A~f.b~.ltl:~O~...ii......................
ESTATE OF WOODWARD SARA E FILE NO.21 04-0958 ACN 101 DATE 01-24-2005
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: 01-17-2005
PRINCIPAL TAX DUE:.
89.92
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
lLl-12-2004 CD004616 4.50 89.92
01-10-2005 REFUND .00 4.50-
i
"0'_-
, ( TOTAL TAX CREDIT
89.92
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .00
If
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. )