HomeMy WebLinkAbout04-1006 PETITION FOR PROBATE and GRANT OF LETTERS
031-07- I00
also known as To:
Register of Wills for the
Deceased. County of Ct~r'/>Dt~t.~Z9~_ in the
SocialSecurity No. /7~ 020 * G 703- Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut/~ I X named
in the last will of the above decedent, dated ~~ ~ ~ ~ / / ? g ~ ,19.__
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C~O~ ~ County, Pennsylvania, with
hZ-~ last family, or principal residence at /6/ ~/ /.]ILLE~E5 F
CWl-m~/-//tt} ~a. t 7o//
(list street, number and muncipality)
Decendent, then ~7/'t/ years of age, died ~ O ~t.s 7- ~ .., ~ ~ ,
Except as follows, decedent did not marry, w~as not divorced and cfid not have a child born or adopted
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 g-
situated as follows:
WHEREFORE, petitioner(s) respectfully request(s) the pro_bate of the last will and codicil(s)
presented herewith and the grant of letters
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
OATH OF' PERSONAL ~PRESENT~TIVE
COMMONWEALTH OF PENNSYLVANIA ss
COUNTY OF
The petitioner(s) above~nn~ed swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s} of the above decede~t petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed ~~ ' '
befor~ this // . ~ day o[[ f
No.
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW 19 in consideration of the petition on
the reverse side hereof, satisfactoD- proof having been presented before me,
IT iS DECREED that the instrument(s) dated_
described therein be admitted to probate and filed of record as the last will of
and Letters ;
are hereby granted to
'~Register of Wi~
FEES
Probate, Letters, Etc ..........
Short Certificates( ) .......... $ ~. dc) ATTORNEY (Sup. Ct. I.D. No.)
Renunciation ...... X~..
ADD,SS
TOTAL
PHONE
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with rne 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 for this certificate, $2.00
AUG 0 5 2003
P 950532g
~ Dare
No.
143 Rev. 2J87 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH ' VITAL RECORDS -:~
CERTIFICATE OF DEATH ~^,~ ~ ...... :...
NAME OF DECEDENT First Middle Last ] SEX ] SOCIAL SECUR TY NUMBER ?;- [ DAT~ OF D~TH (Month, Day. Year)
A~E (Last B~ay) UNDER 1 YEAR[ UNDER 1 ~Y [ DATE OF BIR~ BIRTHP~CE (Ci~ and[ P~CE OF DEATH {Che~ only one * ~e instm~igns on DiOr 8~e}
M~ hs Days I Houm [ Minutes I (~nth, Day, Year) S~te ~ F~eign Count) I HOSPffAL~ ~ [ OTHER:
14 ~,,. I I 11-25-1928 York, PA [_ ~ D D I ~_ D ...... D ,s,.~
DECEDENVS USUAL OCCUPAT ON KIND OF BUSINESS / NDUSTRY~AS DEC~DENT EVER IN DECEDENVS EDUCATION mnlT~ ST~T9}: .Maraud, [ ~VIVlNG
DECEDENU ~ILINGADDRESS(S~eet, Ci~o~,Smte, ZipC~e) DECEDENTS1Ia Sate ~J Did 17c ~ Yes de~entlved~ LO~ ~
~eCamp Hrll, PA 1701I [o.o,,.,.,u.> ~tb. co..t~ Cumb~land t~,,,~v ~ld.~ wi~in~lu.llJmdsof a~o.
MOTHER'S HAME (First, Middle. MaVen Sumam) .
18.FATHER'S NAME (Fir,l. Diddle. Last) P~m~ Diehl [,e. M~J or4e Boyd
INFOR~NUS ~ {Type~Bnt) [ INFOR~N~S ~ILING ADDRESS (SI[~t, CiW~own, State. Zip ~e)
:~,. ~S. Jacqueline L. Die~ [:e~.1471 Hill~t Ct, Apt. 706~ C~p Hrll~ PA 17011
ME.OD OF DISP~I~ON DATE OF DISPOSITION ] P~CE OF DISPOSITION- Na~e of Ce~te~ Cmmato~ ] LOCATION - Citron, S~te, ~p ~de
Buflal ~C~mali~ ~ .... IkomState ~ I( ............ ) [o, OtherPla~ Crema~on Socre~ of [
~ti~:,.. om~(s,.~) ~]:*b. 8-5-2003 [:,c. PA Caematoau Izsa. H~a&b~a. PA 17loq
LICENSE NUMBER NmEmD ADDRESS OF FACILI~ Crem~on Socie~ o ~ PA
22b. [22c. 4100 Jono~nm. Rd, H~h~a. PA 17109
~ ite~ 2~4 ~ , kn~ledge, death o~uu~ at ~e time, date and place s~ted. I LICENSE NUMBER [D~ SIGNED
I I
ph~ian is n~ availab~ at ~me DE death to (Signature and
~ ~use of dea~. J 23b. 1 23c.
Items 24-26 musl ~ ~el~ by TIME OF D~TH ~ I DAT~RONOUNCED D~D (Mo~, Day. Year) [ WAS CASE REFERRED TO A MEDICAL E~MINER ~ORONER?
COMPLETI~ OF CAUSE Natural ~ Homed. Yes ~ No D 1
30a. 30b. M. 30c. ~ 30d.
Yes ~ No ~ Yes ~ No ~ Suicide ~ C~ld not be determined ~ P~CE OF INJURY-At ~me,, ..... treeS, factor, offme J LOCATI~ (Stree,, Ci~ff .... SSa,e)
'~ERTIFYING PHY,lClAN(Physi~an~,~ing ..... ~dealh~ ..... ~erphy~ianhasp ....... ~d,alha~l~l~dil,m~} ~W~ '~}~
LICENSE ~U~BEE DATE ~I6~[D (~onlh. D~. Ye~)
'PRONOUNC NGAND CER.FYING .HYSIC~N ~ys.~n both. ...... lng death andce~ng, ....... fdeat,) 31c. ~66? ~ ~ 131d. ~
~ ~. be*is of ..~lnaU .... ~or InveaUgatlon, In my opinl~, death ...... d at ~e time, date, and pi ...... d due to th ....... (.) and m 32 ~ ~5~ fi ~ ~ ~ ~~ ~'
31a.
REGIST~ ~IGNATU~ N~'~ DATE FILED (M~h. Day. Year)
LAST WILL AND TESTAMENT
I, STEPHEN B. DIEHL, of the Borough of Carlisle, County of Cumber-
land and Commonwealth of Pennsylvania, being of sound and disposing
mind, memory and understanding, do make, publish and declare this as
and for my Last Will and Testament, hereby revoking and making void all
former wills and codicils by me at any time heretofore made.
FIRST. I order and direct that all my just debts and funeral
expenses be paid by my Executrix or Executor, as the case may be, here-
inafter named, as soon as conveniently may be done after my decease.
SECOND. I give, devise and bequeath all the rest, residue and
remainder of my Estate, real, personal and mixed, whatsoever and where-
/ ~~ soever situated, unto my wife, JACQUELINE L. DIEHL, absolutely and in
fee simple, if she survives me by as many as sixty (60) days.
THIRD. A. If my wife, JACQUELiNE L. DIEHL, does not survive me
by as many as sixty (60) days, then and in that event, I give, devise
and bequeath all the rest, residue and remainder of my Estate, real,
personal and mixed, whatsoever and wheresoever situated, in equal share~
\ unto my two sons, namely, STEPHEN H. DIEHL and MICHAEL S. DIEHL, share
and share alike, absolutely and in fee simple.
B. If either of my said sons should predecease me and not
la'ave .lawful issue to survive me, I order and direct that the foregoing
share of such deceased son shall be distributed unto my surviving son.
C. If either of my said sons should predecease me and
te~ve lawful issue to survive me, I order and direct that (1) twenty-
five per centum (25%) of the foregoing share of such deceased son shall
be distributed unto his lawful issue per stirpes by representation and
not per capita, subject, however, to the protective provisions of [;ara-
~wo~,¢~s graph D. hereinbelow, and (2) that the remainder of said share shall be liS--
SNELBAKER,
M¢CALEB & ELIE:KER
tributed unto my surviving son.
D. I order and direct that the distributive share of any
beneficiary hereunder who has not attained the age of twenty-three (23)
years at the time of my death shall be paid over and delivered unto
COMMONWEALTH NATIONAL BANK of Harrisburg, Pennsylvania, as my testamen-
tary trustee, IN TRUST, NEVERTHELESS, to hold, manage, invest and rein-
vest for the use and benefit of said beneficiary until said beneficiary
attains the age of twenty-three (23) years, at which .latter time said
trust shall be terminated and the then remaining net balance thereof,
if any, shall be paid over to said beneficiary absolutely. During the
existence of said trust, I authorize and empower my said Trustee to use
consume and apply from time to time such amounts of income and principal
l as said Trustee, in the exercise of its sole discretion, shall deem
necessary and proper for the beneficiary~s maintenance, support and
education, including college or other post-highsehool training.
LASTLY. I nominate, constitute and appoint my wife, JACQUELINE L.
DIEHL, to be the Executrix of this, my Last Will and Testament, bL{t if
for any reason she should fail to qualify as such Executrix or cease so
to serve, then and in that event, i nominate, constitute and appoint my
son, namely, STEPHEN H. DIEHL to be the Executor hereof, each and both
to serve without bond or other security as a condition of qualification
hereunder.
If all of the foregoing persons should fail to qualify
as my personal representative hereunder or cease so to serve, then and
in that ultimate event, I nominate, constitute and appoint my son,
namely, MICHAEL S. DIEHL, to be the Executor of this, my Last Will and
Testament, to serve without bond.
IN WITNESS ~EREOF, I, STEPHEN B. DIEHL, have hereunto set my hand
LAW
SNELBAKER
McCALEB & ELiC~ER
CON~ONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
We, STEPHEN B. DIEHL, RICHARD C. SNELBAKER and JANET M. FORRY, the
Testator and the witnesses, respectively, whose names are signed to the
attached or foregoing instrument, being first duly sworn, do hereby
declare to the undersigned authority that the Testator signed and
executed the instrument as his Last Will and Testament and that he had
signed willingly, and that he executed it as his free and voluntary act
for the purposes therein expressed, and that each of the witnesses, in
the presence and hearing of the Testator, signed the Will as witness
and that to the best of his or her knowledge the Testator was at that
time eighteen years of age or older, of sound mind and under no eonstrai
or undue influence.
...... w't ess
Witness
Subscribed, sworn to and acknowledged before me by STEPHEN B. DIEHL,
the Testator, and subscribed and sworn to before me by RICHARD C.
SNELBAKER and JANET M. FORRY, witnesses, this day of
1983.
/N°ta~y P~bl ie
FLORE~CE ~. LOSCHER, NOTARY PUgUC
~,~ECHANiCSB~RG BORO, C~iB~Ng COU~TY
MY CO~ISS~ON E~Pi~ES ~'RiL ~, 19~6
SNELBAKER,
McCALEB & ELICKER
and seal to this, my Last Will and Testament which consists of three
(3) typewritten pages to each of which I have affixed my signature
this ~day of ~z-~',~~-~ , A.D., One Thousand Nine Hundred
Eighty-three (1983).
The preceding instrument, consisting of this and two (2) other
typewritten pages, each identified by the signature of the Testator,
was on the date thereof signed, sealed, published and declared by
STEPHEN B. DIEHL, the Testator therein named, as and for his Last Will
and Testament, in the presence of us, who, at his request, in his presell e,
and in the presence of each other, have subscribed our names as witnesse
SNELBAKER,
McCALEB & ELICK:ER
Date of Death:~~ ~ ~ .~
Will No.
_ Admin. No.
To tt~e Register: ~ 1 ~ 0 q ~ [ 0 b ~
I certify ~at notice of (bene~eial interes0 es~e ad~nistrafioe required by Rule 5.6(a) of the OChans' Court Rules was
5ii on or
mailed to the following benefici~ies of the above-captioned estate on ~/~:
A~dre~s
Notice has non, been given to ali persons entitled thereto under Rule 5.6(a) except _ __
Signature
Address
Capacity: k Personal RepresentaKve
~Counsei for personal representative
IMPORTANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE
ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE.
Whether you ~ill receive any money or propert3 vdll be deter
mined wholly or partly by thc dccedent's will. If the decedem
died without a will. whether you will receive any money or prop
erty will be determined by the intestacy la'as of Pennsylvania.
BEFORE THE REGISTER OF WILLS, COUNTY OF CL'MBERLAND. CARLISI.E, PA
In re Estate of ~'Tff[~ ~ ~ I~/4 C_ . deceased,
Estate No. fi/ - ~ ~/~ / a~f~
(Name and Address)
TO:
Please take notice of the death of decedent and thc grant of letters to the personal reprcscntati,m(s) named bclox~.
The Decedent ~5'7-_,ff'~52¥~ /~. Z~,'e-14&_ ,diednnthe ~'~tf~ ~
dayof ~T , ~3 .at C~ ~/L& Count3. C~~
Pennsylvania.
~hc Decedent died testate (~ith a Will): or '
The Decedent died intestate (without a Will).
Thc personal representative of the Decedent is
(name, address and telephone number).
If the Decedent died testate, the will has been filed with the Office ol the Register of Wills nf Cumberland County. 1
Conrthouse Square. Carlisle. Pa. 17013. Phone No. 717 240-6345
If the Decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the
Register of Wills of Cmnberland County, 1 Courthoase Square, Carlisle. Pa. 17013. Phone No. 717-240-6345
A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges lk)r duplication.
Date: 'Z ///-/,J>'/o ~,~ ~Signature'~~--.~c::~. ,:z~.~..~
Name (print)
Address /~7[ /~/~ C~S~
Capacity: Personal Representative
Counsel for personal representafixe
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
.sTEPJ/~N
:E.
))IEtlL
Date of Death:
1)t((;'uST
3.
./
). 00 J
Will No.:
9..00 If - 0 f 0 0 ~
p/}. No. ;;Z/~ ~tf-ll)o6
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. 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 Kl
b. The separate ~"tans' 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? Y es ~ NoD
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.
Date: ~~/....- ~.? _, _ ,,- . - ='-" ,....4>: h
,J.~.c. (;' LL-pL/A/b L. 7),'G" h"L
Name
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/-fL-?/d ~~ c c.J-_ Z!::~ -,>_f. ~-~
Address C _ ,-..cL ~..,. rL.
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7/;? - ?J?- c:? /3.s-
Telephone No.
Capacity: IQl Personal Representative S TE PI-I e~ H. 'DI t;:.rJ L
o Counsel for personal representative
cA
REV-1500 EX (&-00)
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
;:::)rFPHb.f'J 8
OfF~CIAl usr::: ONLY
FILE NUMBER . L
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COUNTY CODE YEAR
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NUMBER
SOCIAL SECURITY NUMBER
/7'1-20
b706"
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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: '~;-OFF'CI,"1:,lm~ ONt'1
[B'l. Original Return 0 2. Supplemental Return 0 3. Remainder Return (date 01 death priOf to 12-13-82)
o 4. Limited Estate 0 4a. Future Interest Compromise (date 01 death afler1:2-12-82) 0 5. Federal Estate Tax Return Required
o 6. Decedent Died Testate (AtlachcopyofWill) 0 7. Decedent Maintained a Living TrusllAftacl1 ropy 01 Trusl) 8. Total Number of Safe Deposit Boxes
o 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (dale of death between 12,31-91 and 1.1-95) 0 11. Election to tax under Sec. 9113(A) (Attach Sch OJ
,;rffl$'$ECTIOl'llJlUST'B(C>>Ml1I..15TE;pi;llLLC>>RRESi>ONDE;NC;E;;IIND,qdtlJ;,l>l;liI:tI~,,"~IN~RMA1'lONI$lidlJl;W!lE;!P'REQt Dtf(ll'l'
NAME JA-CCP()G!. rJ~ L 1) / EHL COMPlETE MAILING ADDRESS
FIRMNAME'lfA"Ii~.'1 1- .!.../ /47/ /-I"-"-CP./FSi CbU!2'1
{'/tMP tllt..'- PA- /70 II
DIE'/-I/-
DATE OF BIRTH (MM-DD-YEAR)
5- 3 - 0 3 //- 25'"- zS'
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ILAST, FIRST, AND MIDDLE INITIAL)
JAr: 6? tJG L-INt: L /), FHL
11)
(2) 2.,1.0+
(3)
14)
(5)
16)
(7)
18)
(9) &~() 0
110)
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)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
'J.-'O~,~<1- x.O_ (15)
x.O_ (16)
x.12 (17)
x .15 (18)
119)
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
\.;c:;.
Z 7/. ()~
(11)
(12)
113)
(c!J. 0 6
~t)?Ot.l'
DATE OF DEATH (MM-DD,YEAR)
TELEPHONE NUMBER
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It:
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporatfon, Partnership or Sofe-Proprietorship
4. Mortgages & Nofes 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 J:lroperty
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
(14)
7--0 r:, .0 r..f
I
!
i
I
I
!
-~
20.0
!? tK"" ,', 'c'''';' ,,"., , ' . ~,c ;; > BE SURETCfANSVVE:R'ALi.(QUESTIONS ~.REllER$E'~IDE"ANO RECHECK MATHi< ,<:",;;i';~:,,,;& i:\,i:\l,,'i'bi;:ii ,';~3ol{1
\).
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 Une 11)
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of line 14 taxable at collateral rate
19. Tax Due
,..er-
..f:'r
Decedent's Complete Address:
STREET ADDRESS / t!- 7 ( I LL-~5 T
~VR(
A--pj -JOt,
CITY
STATE?A_
Ihl-L--
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
S. Prior Payments
C. Discount
(1)
-&-
Total Credits (A+ 8 + C) (2)
3. InteresVPenally if applicable
D. Interest
E. Penally
TotallnteresVPenally ( 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)
ZIP 170r/
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5A)
(58)
--0-
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOL.LOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;.......................................................................................... D
b. retain the right to designate who shall use the property transferred or its income; ............................................ D
c. retain a reversionary interest; or ............. .................................................... ........................................... .............. D
d. receive the promise for life of either payments, benefits or care? .......................................................,.,............ 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ...................................................... ........................................................ 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........ .................................................................................................. D i:H'"
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
No
[J'
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G'
[3
u;::r
0"
Under penalties of perjury, I declare that I have examined this return, including accompanying scheduies and statements, and to the best of my knowledge and belief, il is true, correcl
and complete.
Declaration of preparer other than the personal representative is based on aU infonnation of which preparer has any knowledge.
SIGNATURE OF PERS RESPONSIBLE FOR FiliNG RETURN
fJ;1- /70/1
DAT"--
;Z /b -t?.s-
ADDRESS . , /
/~7J H-ILL~'5r 6cJ~r
SIGNATURE OF rRE~~PRESENTATIV.
ADDRESS
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-APi -J,,, (, ~Mf> /!,L-L
~ ~~J2/.~'
MCCfi.4-d! {!.513c//fc; ~A
/ '/osS-
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
. [72 P.S. !l9116 (a) (1.1) (i)).
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. !l9118 (a) (1.1) (ii)].
The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child tv.renty.one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. s9116(a)(1.2)].
The tax rate imposed on the net value oftranslers to or forthe use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. !l9116(1.2) [72 P.S. s9116(a)(1)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. S9116(a)(1.3)). A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
RE\I-1511EX+(1-S7)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
8
FILE NUMBER I
-z.,(}O Lt. 0 .I C 07
S-rl?PHt?;V
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J) I?H L
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s) -
Social Seeunty Numbe~s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant 10 Decedent
4. Probate Fees qo,OO
5. Accountant's Fees ,/'J--:?'O
6. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $ t. s-: c! (J
(If more space IS needed, insert additional sheets of the same size)
,REV""',""""'.
COMMONWEALTH OF PENNSYLVAN'A
INHERITANCE TAX RETURN
RESIO NT OECEOENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
:512 Prtei<./
a l' Itfj.l t-.
FILE N\lMBER
~4--0 lao&:,
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
3, Z ...5+fS HOMe ])€Po-r ~ 3o.&Q.:5f-/
VALUE AT DATE
OF DEATH
2.-11.04-
TOTAL (Also enteron line 2, Recapitulation) $ 27/, 04-
(If more space is needed, Insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
ORPHANS' COURT DIVISION
NOTICE OF CLAIM
In Re: The Estate of:
Court File No: 2004-01006
STEPHEN B DIEHL
Deceased
TO: THE CLERK OF THE ORPHANS' COURT DIVISION Notice of claim by
creditor, Pursuant to Section 3532(b)(2) of the Probate, Estates, and Fiduciaries
Code, 20 PA.C.SA S3532(b)(2).
1) Claimant's name:
2) Claimant's address:
3)
ECAST SETTLEMENT CORP
clo NeD Financial Systems, Inc
Probate Department,#450
1804 Washington Boulevard
Baltimore, MD 21230
(443)263-3300, ext 3304
Creditor listed below is the owner and holder of a claim in the amount of
$8,208.74 Acct# 4104169200088862
4)
The facts upon which this claim is based is a credit agreement between
Creditor and Decedent, identified as account number which is evidenced by
the attached affidavit of account stated.
5)
6)
7)
Decedent's address: 471 HILLCREST CT, CAMP HILL PA 17011-8026
Date of Death: 08/03/03
That the claim arose prior to the death of the decedent on or about
8)
That the claim is secured by
On behalf of the claimant, I do solemnly declare
perjury that they Information and representation
to the best of my knowledge, information and
Dated: April 21, 2005
AGENT
Claimant Q91298
Written notice of claim was given to Personal Representative and/or his/her counsel
as stated below:
JACQUELINE DIEHL
Name
1471 HILLCREST CT, APT 706
Address
CAMP HILL PA 17011
City/State/Zip
APRIL 21,2005
Date notice mailed
0---
,~"'i!i
_";1Ii
""'111
C"l
G.:>
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
333
4/29/2005
STEPHEN B. DIEHL
21-04-1006
NCO FINANGAL SYSTEMS, INC.
1800 WASHINGTON BLVD., DEPT. 450
JA
BALTIMORE, MD 21230
Qty
1
Fee Description
Additional fee for claim
Fee Total
5.00 $5.00
Total:
$5.00
Checks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, ESQ
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
NCD FINANCIAL SYS1EMS, ING
1800 W ASHlNGTON BL YD., DEPT. 450
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
333
4/29/2005
S1EPHEN B. DIEHL
21-04-1006
JA
BALTIMORE, MD 21230
Qty
1
Fee Description
Additional fee for claim
Fee
5.00
Total
$5.00
Total:
$5.00
Second Request
***********
Please pay promptly.
Checks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
BUREAU OF INDIVIDUAL TAXEs
INHERITANCE TAX DIVISIDIit
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSIlENT OF TAX
..
REV-1547 EX AFP (03-051
2%5 rli,'( 20 PH 12: 40
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-23-2005
DIEHL
08-03-2003
21 04-1006
CUMBERLAND
101
Amount Re..i tted
STEPHEN
B
C' Env ('C
'L .ni\ .,./j
ORPH/\N'S COURT
JACQUEliiltlr/CcDtEill. D'
APT 706
1471 HILLCREST CT
CAMP HILL PA 17011
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
It!V-"MC,."ft.'JnW'l"lJ3~1.mt'Y1!t.b'I!".!wtlt'rt'lM!'t.mr.lWJtlTft"'~."lrCtWlAW.r."'.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DIEHL STEPHEN B FILE NO. 21 04-1006 ACN 101 DATE 05-23-2005
TAX RETURN WAS: I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.t. (Schedule A)
2. Stocks and Bonds ISchadul. BI
3. Closely Held stock/Partnership Interest (Schedule C)
4. Hartgages/Notes Receivable (Schedule DJ
5. Cash/Bank D~osits/"isc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (ScheduJe Q)
8. Total Assets
I CHANGED
III
121
131
('II
151
(6)
171
.00
271 . 04
.00
.00
.00
.00
.00
(81
NOTE: To insure proper
credit to your account,
sub.it the ~per pori ion
of this forti with your
tax pay..."t.
271 . 04
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/"isc. Expenses (Schedule H) (9)
10. Oabts/Hortgage Liebilitias/Lians ISchadu1a II (101
11. Total Deductions
12. Net Value of Tax Return
13. Cheritable/Govern..nt.l aequests; Non-elected 9113 Trusts (Schedule J)
1~. Net Value of Estat. Subject to Tax
65.00
.00
1111
1121
1131
(14)
;;1; on
206.04
.00
206.04
I~ an assessuent was issued previous~, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect ~i9ures that include the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. .A.ount of Line 14 at Spousal rat. US)
16. Aaount of Line 14 taxable at Lineal/C18sS A rat. (16)
17. Aaount of Line 14 et Sibling rate 1171
18. A~unt of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax au.
D S:
NOTE:
206.04
.00
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
1191=
.00
.00
.00
.00
.00
DATE
_BER
INTEREST/PEN PAID 1-)
AHOl/NT PAID
~
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS TNAN $1, NO PAYIlENT IS REIlUIREO.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YDU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FD~ FOR INSTRUCTIONS. I
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REY-1548 EX AFP [06-05)
DATE 01-24-2006
ESTATE OF THOMPSON MARY E
DATE OF DEATH 11-13-2004
FILE NUMBER 21 04-1066
COUNTY CUMBERLAND
SSN/DC 204-03-6895
ACN 05107295
APPEAL DATE: 03-25-2006
(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
.,)
SUSAN E GALLION
1769 NORMANDIE DR
YORK PA 17404
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
REV=is4S-EX-AFP-C03=OSj--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 01-24-2006
ESTATE OF THOMPSON
MARY
E DATE OF DEATH 11-13-2004
COUNTY
CUMBERLAND
ACN
05107295
FILE NO. 21 04-1066
TAX RETURN WAS:
S.S/D.C. NO. 204-03-6895
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WACHOVIA BANK NA
ACCOUNT NO.
1010084283599
TYPE OF ACCOUNT: ()SAVINGS ~) CHECKING ()TRUST ()TIME CERTIFICATE
DATE ESTABLISHED 02-09-2004
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
74,691.72
0.500
37,345.86
.00
37,345.86
.45
1,680.56
X
X
TAX CREDITS:
PAYMENT
DATE
10-31-2005
RECEIPT
NUMBER
CD005985
DISCOUNT (+)
INTEREST/PEN PAID (-)
.44-
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
AMOUNT PAID
1,681.00
1,680.56
.00
17.75
17.75
BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-01-2005 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER THIS DATE, 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" ( CRJ, YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J