HomeMy WebLinkAbout04-1025 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of 'Jos~w/~,q (A<. //AZ~qT-~/A',~7' No.
also known as To:
Deceased.
Social SecuriU No. ~- ,.e~- o¢~l
Thc petition of the undersigned respectfully represents that:
Your petitioner4.s..), who is/-a'r-e 18 years of age or older an the execut
in the last ~ill of the above decedent, dated _
and codicil(s) dated a
Register of Wills for the
County of ff. Xl/'~[4~'?"d~/.~a/d) in the
Common'aeahh of Pennsybania
named
/3 _, 19~q_
Decendent 'aas domiciled at death in 6°e'mba4a~a/ Countv, Pennsylvania, with
t ~i~,~ last famil~i or principal residence at ~/~'.,~f /'wOn't', ~ /-6'a,/nz,/'Bo//z~
Decendent, then a°'zv __ years of age, died ~:5~. /o~ 1~'~.o4/ ,
Except as follows, decedent did not marry, was not divorced and did not have a ch(4d born or a~opted
after execution of the will offered for probate; was not the victim of a killing and was never adjndicated
incompetent:
Decendent 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 $
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 2/~;O~.o'.~ut~-~,'
~ testamenlarx; adm n s ration ct.a,; administration d.b.n.c.t.a.)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF ~tm,~t-A-/~O f 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 the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estat,e according to law.
Sworn to or affir~e~d and subscribed
bef~? me this I(,~'~- day of
No. )~t 0~ i~',9.5
Estate Of -5-~,~ !~, ~ ~ ~,o, ct, ~ r,X~-t- ., Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
the reverse side hereof, satisfactory 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 g~' A ~.~ ,a ~[~/,St..~t:~
~ C>c_" t/ }0~, in consideration of thc pst ~ o, an
FEES
Probate, Letters, Etc .......... $_[ 5ff, LC,
Short Certificates( ) ..........
Renunciation ................
TOTAL . $..~]
Filed ..... / !.~.. J.(;.7-t~V~- ...............
A'FI'ORNEY (Sup. Ct. I.D. No.)
/¢.l.,//,/e~a,,.'rsb,~,
ADDRESS
7~ -~2~ ?
PHONE
codici1 '~ '~
leach) a subscri~.imess to the will presented here*it!!, (each) being duly qua~ accoiding to
lay,, deposels)and sa_~4.hat. '%, % pr~nd sax~'
request of testat~ in h pre~ence and (in the pr.sence of each ~e ~s~ of thN
other subscrib~ .~itness(es)). ~.
Sworn to or affirmed~and subscribed before _~ -~
me this ' ~
day of
'~ 19
Register
(Name)
(Address)
(Address)
REGISTER OF WILLS OF ~4g/8~z~*--~ COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber hereto, leach being du y qualified according to law, depose(s) and say(s) that
/'/t' ~ ,Y/~' /k familiar with the signature of
c-od4¢~
testator of 4one of the subscribing ,,4t ...... tv) the wilI presented herewith and
codicil
that ~/~ '~/ ->"~ believes the signature on the ~ill is in the handwriting of
to the best of~,~'/~/'
Sworn to or affirmed and subszribed before
me this ~0*'-¥~- da5' ot
knowledge and belief.
~mrl~.~ ~5. ~tZ/~/~g ~atrle]
LYame)
t A ddre&w
? f
CERTIFICATE OF DEATH
? Joseph W. Hartranft
~ .~"~ i : ~-3-1924
~ Cumberland Carlisle
,, ~W~l!iam Hartr~pf%
,Male 162-~. 20 --8904 ~Jctober 18, 2004
Whit%
Widowed
2~ 63 Skyline Drive Mechanicsbu~ PA 17055
18~25-2004~ndiantown GapI,,~Annville, PA 17003
,~-~[~ e*~r^sm~F~u~C~,~ ] H o m e M e c h an i cs bunt
012662-L
PA 1705[
LAST WILL AND TESTAMENT
OF
JOSEPH W. HARTRANFT
I, JOSEPH W. HARTRANFT, of the City of Harrisburg,
County of Dauphin and State of Pennsylvania, being of sound
and disposing mind, memory and understanding, do hereby
make, publish and declare this as my Last Will and
Testament, hcr~ky re~oking and making void a~l othe~ ~,£11s
and Testaments by me at any time heretofore made.
FIRST: I order and direct my hereinafter named
Executor to pay my just debts and funeral expenses as soon
as may be conveniently done after my decease.
SECOND: All of my property whether it be real,
personal or mixed, of whatsoever nature or kind any
wheresoever situated, I give, devise and bequeath unto my
son, Joseph G. Hartranft, absolutely, if he survives me.
However, should my son, Joseph G. Hartranft, predecease
then I give, devise and bequeath all of my aforesaid
property to my daughter, Anna Marie Lavertue, absolutely.
THIRD: I name, constitute and appoint my son, Joseph
G. Hartranft, to be the Executor of this my Last Will and
Testament, but should he predecease me or fail to qualify,
then I name, constitute and appoint my daughter, Anna Marie
Lavertue, to be the Executor hereof; and I direct that none
of the persons named shall be required to post any bond or
security of any kind whatsoever for the faithful performance
uf their duties.
IN WITNESS WHEREOF, I have hereunto set my hand and
a~fixed my seal this -~¢~ day of
~,~v~-~ in the year of our Lord one thousand nine
hundred ~nd eighty-nine.
JOSEPH W. HARTRANFT
(SEAL)
Signed, Sealed, Published and Declared, by Joseph W.
Hartranft, the Testator, above named as and for his Last
Will and Testatment, in the presence of us and each of us,
who have hereunto at his request ~ubscribed our names in his
presence and in the presence of each other, as witnesses
hereto.
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Will No.
TO THE REGISTER:
Joseph W. Hartranft
October 18, 2004
Admin. No. 21-04-01025
I certify that 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 26, 2004:
Name Address
Anna M. Lavertue
63 Skyline Drive, Mechanicsburg, PA 17050
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: November 26, 2004
CHARLES E. SHIELDS, III
6 Clouser Road
Mechanicsburg, PA 17055
Telephone: (717) 766-0209
Counsel for Personal Reprgs~er~tative .
CHARLES E. SHIELDS, III
ATTORNEY-AT-LAW
6 CLOUSER ROAD
Corner ofTrindle and Clouser Roads
MECHANICSBURG, PA 17055
II
GEORGE M. HOUCK
(1912-1991)
TELEPHONE; (717) 766-0209
FAX m17) 795-7473
October 5, 2005
Register of Wills
Cumberland County Court House
1 Court Square
Carlisle, P A 17013
Re: Estate of Joseph W. Hartranft
No. 21-04-01025
I
I
I
I
I
I
i
I
Please find enclosed for filing 2 copies ofthe Inheritance Tax Return for the Joseph ~.
Hartranft Estate as well as Check No. 1494, in the amount of$15.00 for the filing fee, Chec~ ~o.
1495, in the amount of $7.00 for additional Probate, and Check No. 1496 in the amount of "
$27.18 for Inheritance Tax due.
Dear Register of Wills:
Thank you for your kind attention to this matter.
Very truly yours,
~F~~
Charles E. Shields, III
Attorney-At-Law
CES/mjj
Enclosures
\7
--+-
/-.~
-"(1
.....',..jr
-....
(..::)
u:)
REV-150~EX 16-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
W
I-:
~:$II)
uO::~
wl1.U
:I;oo
uO::..J
l1.lll
l1.
<C
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I-
Z
W
o
W
(.)
W
o
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
fI/f/lr/(A;'1/FT/ oIo,$"€PH VU
OFFICiAL U~E Gl\iLY
I
I
i i ----.----
!
-1~~S"
! I
FILE NUMBER
~L -..2!L
COUNTY CODE YEAR
NUMBER
DATE OF DEATH (MM-DD-YEAR)
/tJ - / t!" - 2a'~
DATE OF BIRTH (MM-DD-YEAR)
t:J6 -t:)3 -/?:J./f
THIS RETURN MUST BE FILE N DUPLICATE WITH THE
REGISTER F WILLS
SOCIAL SECURITY NUMBER
I-
Z
W
o
z
o
l1.
II)
W
0::
0::
o
U
t!.#/fteLE;:"S E:
/J/A
7/1- 7141Ir - t)~{)r
SOCIAL SECURITY NUMBER
/€;2 - 2~
gft}Lf
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
AI/A
o 1. Original Return
o 4. Limited Estate
o 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after 12-12-B2)
o 7. Decedent Maintained a Living Trust (Attach copy ofTrust)
o 10. Spousal Poverty Credit (dale of death between 12-31-91 and 1-1-95)
03. Remainder Return (d t ofdeathpnortoI2.13-B2)
I
o 5. Federal Estate Tax J urn Required
8. Total Number of Saf eposit Boxes
o 11. Election to tax unde ec. 9113(A} (AttachSchO)
to CL t:J l(cS~ ;(!)::>.
/J1Ee#~/V/CsEtI~,
FIRM NAME (If Applicable)
TELEPHONE NUMBER
(1)
(2)
(3)
(4)
(5)
o
o
tJ
o
1/
J 77S, 'j 2.
z
o
~
..J
~
I-
0::
<(
(.)
W
0:::
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)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
tJ
(6)
t:)
(7)
(9)
17i'1.00
~ *s: ~l./
(10)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
z
o
~
~
~
Q.
:::E
o
(.)
><
~
15. Amount of Line 14 taxable at the spousal tax t) x .0 C2-
rate, or transfers under Sec. 9116 (a)(1.2) (15)
16. Amount of Line 14 taxable at lineal rate 'f 5J/, 68' x .0 1fS' (16)
17. Amount of Line 14 taxable at sibling rate 0 x .12 (17)
18. Amount of Line 14 taxable at collateral rate {) x .15 (18)
19. Tax Due (19)
20.0
CHECK HERE F 'CU :\RE REQUESTING.. REFUND 'JF :.N 'JVERPAYMENT
:4JSE Q.N~~
',' C)
C)
'::J
,J
T1
, ('J
C)
--',)
:':]
- C)
il"l
)
" 1
I
- ----)
<:)
",0
(8)
~
(11)
(12)
(13)
/ 9.tf. .;2
'f Sil. 6
o
<t 58/ . f"
(14)
o
~/'.If i
I,
'!Ii;
~~~~l":,~~,,,'<"<..~..rr-o.-..;~,,~,~tl"~"""-I ~~~'",,""'- "!t~l!' >>~" ~~ -;>,"'"'~~~.
"'-~~'~>I~~~"i'lIW'~",*~'_~~~.I;"'r>~~~\l";"'-<:V~~h1\..~'
17osS;-
Decedent's Complete Address:
STREET ADDRESS /J1A-I/P~ e.#-~
y~ k.JA-LA'ltT &TTtP# b.
CITY CA-.eL-/s LG I STATE ,///1 I ZIP /7013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
?
d~, If'
~
tJ
t?
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C ) (2)
o
o
o
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3) 0
(4) 0
(5) ~dl6,/f
<;1
(5A) I_PO
(58) jl;;; 7. If
Total Interest/Penalty ( D + E )
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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
r'f~''''r'~>''''''.'l'''"".. .\~ ~ ........s. ~:.>~. -:..;" '~ <:,.:;,<.;...,~,: ,," ........,. ~.~~ ,~. 't'..""'jr' ~;.! ",' -"'"", or r.' ". = ~':t:::r.L' -",~ -'" ..
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.......................................................................................... 0 ~
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 !Xl
c. retain a reversionary interest; or.......................................................................................................................... 0 12{1
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 r2Q
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0 ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of pe~ury, 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, correct and complete.
Declaration of pre parer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBL'7,FOR FILING ~TURN
~~~
ADDRESS ..fIYAI/f b/~G' L-A-J/EJ(7U E
1,3 SKYl.11ll1i= :J),e./ /JIEW"'lVle.5~U//6./ /'A 1705'b
SIGNAl1JR~Ofi_:~~a~r~
ADDRESS rt./fIfAUE5 e. SIIIeu:J. -zzr
~ (!Lp1f,SO< ,eO., ntEtJ/f/fAlICS.etlR6-/ 1"/1- 171)S~
;ii%t~~~~r:;\':':,\.':I?"7' ':'.:;.;)E~\,.;;;,~'>J;).;~~;,}:~ft):;i-!~~~~.w;~.Jl~,Nl_..,,___.__. "' _ __ _.....~
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. 99116 (a) (1.1) (i)].
DATE
"/2~S---
DATE
?/~f"
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. 99116 (a) (1.1) (ii)].
The statute does not exemot 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 twenty-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% I72 PS. 99116(a)(12)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. 99116(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. 99116(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.
~ '1 1
REV-15Ool EX. (1-97)
. SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
;;2/ ~'I-loZS-
ESTATE OF
H /f,fr ;f/f/J/ r7; doSEP #
/d-
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be d closed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
,. elteel<,,!,,fed.~. J#603b?$ /1'1 P T .@adk ' ,6/Yt.. 22
:;. :I/2ferest /fe~ruetl -h:> <<-17.c/. tfItft Zkdt A/e.'/ ,N,
(see j/dk/J'~b/1 $~r pi /J! f T &utk Qf/;tclt~cI Aere?;)
Vef/P5/t 1(~lUltd ~-11 /Y!a/l/)r C&.te ~Htal a e,eJ;ttlJt"
3,
"8".9. $"'1
* 7hbrhl,,/';"'a/ ~~: /)uMenf A"-4,rlfen r;'/ ,01 dl
ran!,'bk ;;-"';14 "I RAY J//llue /;~;;re Mby /nt ~
W?1"'1(,d6 .k(!/~.ge> IvARIe ~ 6fay~/ ~/'/b/' ~ h/J
crq;tl/'Itl/'e .6t?/If ~J edr~f Ii k-.
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$J17S.1:l
.
,"" ")
rlJM&fBank
499 Mitchell Road, MiIlsboro, DE 19966 Mail Code DE-MB-12
Phone (888) 502-4349
Fax (302) 934-2955
December 7, 2004
Charles E Shields III
Attorney At Law
6 Clouser Road
Mechanicsburg, P A 17055
Re: Estate of Josevh W Hartranft
Social Securitv: 162-20-8904
Date of Death: October 18, 2004
Dear Sir or Madam:
Per your inquiry dated November 26, 2004, please be advised that at the time of death, the above-named decedent
deposit with this bank the following:
1.
Type of Account
Checking Account
Account Number
41603095
Ownership (Names of)
Joseph W Hartranft
Anna M Lavertue, POA
Opening Date
9/28/74
Balance on Date of Death
$1,686.22
Accrued Interest
$ 0.16
Total
$1,686.38
Please be advised, there was no safe deposit box found for the above decedent.
on
For further account information, regarding ownership, closures and/or reimbursement of funds, etc.,please cal~ the
Mechanicsburg Office # 717-255-2031. .
Sincerely,
<--qa;~C7 L~C~7d
Nancy Clagett
Records Management
REV-1511EX + (1-97)
'*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
;2/-~!~-/~z ~-
i I
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
/f/f./trR'llNFT,
ohSEPN ~.
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
1.
B.
1.
2.
3.
DESCRIPTION
FUNERAL EXPENSES:
F(J..NF~'+l.. WItK:.€
AT
FUAJkS ResrAu~AA.F( /I/Il>/.I}/II /'dP-lJf/ 6kfJ
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) /!-,4I/II11 /J'.tf-RIE LAP'E12.:72,tE
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City
State
Zip
Year(s) Commission Paid:
AttomeyFees t!Aar/e.s E: a5h"'eI~ 71l
Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant Nt?/Vc ELI6/~LG
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees tut.d gr,j//tlll ;,sSUe of 6n{)t't eerh!ica..1es
Accountanfs Fees Cre~c1Dl-'\ !-tt;f.fma.t1 of l1ttew.lWol+'s (ljlA-J,I fr~J1twi~shur8)
-Jt;. strai#OI oj. , ss,c.cfS re f~;()u.s reJurl1f.. w
TaxRetumPreparer'sFees ()J;~~oJd/'l1js I e,;12" pr yea.r ;).Do3 (es-hmJ
5.
6.
7.
II- "cI/11 Phil / p",,6 a ~ fee...
hlt'1 Fee To j( ef ~ of J'w /~
B'.
AMOUNT
,
I
I
I
i
'tv 11-11/51:>.
Ii
'j!
I!
~30. 00
'I "
i!
, I
1W~NE
, I
. i
: !
i I
~ ~7. f){)
i i
i I
,;{ ~O.tJo
! i
,
I ,1/0
,.t?eJ
TOTAL (Also enter on line 9, Recapitulation) $ 7 9. /)0
(If more space is needed, insert additional sheets of the same size)
n--
i
I
REV-1512 EX. (1-97)
-~
, '''", ,
...~ -
~ ?..:
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
flA/t.TL/I/YFi; J&5EP/I u),
FILE NUMBER
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
fJ1al/or eare..) ,Ba..}o.Ma. c1l.le
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
s, .:( 'I
REV-'513 EX. (1-97)
ESTATE OF
NUMBER
1.
SCHEDULE J
BENEFICIARIES
FILE NUMBER
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
;Z/- !) ~ / /) ZS""
AM UNT OR SHARE
, OF ESTATE
DA-U 6H 7i::7.(
t"
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
HARTfUfNFT: dOS€PJ./ W.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1.
~A/If/l //IA-bG LA-YE~72IE
63 5/'YLlNE ;pe.
/J1E Mil-III / e~ 13 lA R. ~, 1# I 70 IT>
I DO io
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1 00 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
~ .J;/~rlHt1h;7Atl/ hPte: Joseph G. HartrllYlft
t:Jrede~Md h/J" /tiler, ft&. c/e~ed'eltf;
JO~h It/. lIutrtllJft).
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
LAST WILL AND TESTAMENT
OF
JOSEPH W. HARTRANFT
I, JOSEPH W. HARTRANFT, 06 the C-Lty 06 Haltlt-L~bultg,!
County 06 Vauph-Ln and State 06 Penn~ylvan-La., be-Lng 06 ~ound
and d~~po~~ng m-Lnd, memolty and undelt~tand~ng, do helteby
mak.e, publ~.o hand dec.lalte. th~~ a~ my La.6 t W-Lll and
Te..fdamen-t, heJtcoy Jte.vok-<..ng (Utd mald.ng vo.i.d ail othe't W,tlL6
and Te.otament.o by me at any t~me heltet060lte made.
FIRST: I oltdelt and d-Lltec.t my helte-Lna6telt named
Exec.utolt to pay my ju.ot debt~ and 6uneltal expen.oe.o a-6 .ooon
a.o may be c.onven-Lently done a6teIL my dec.ea.oe.
SECOND: All 06 my pILopelLty wnetheIL ~t be ILeal,
peIL.oonal OIL m-Lxed, 06 what.ooevelL natuILe Olt k.~nd any
wheILe.ooevelL .o-Ltuated, I g~ve, dev~.oe and bequeath unto my
-oon, J06eph G. HaIL:tILan6:t, ab60lutely, ~6 he .ouILv-Lve6 me.
Howevelt, 6hould my .oon, Jo~eph G. HalttlLan6t" pILedec.ea.oe me,
:then I g-<..ve, dev-L.oe and bequeath all 06 my a60ILe.oa~d
pILopelLty to my daughtelt, Anna Malt~e Lavelttue, ab.oolutely.
THIRV: I name, c.on.ot~tute and appo-Lnt my ~on, Jo~eph
G. HaIL:tILan6:t, :to be the Executolt 06 th-L.o my La.ot W-Lll and
Te...otament, bu:t ~hould he pltedeCea6e me Olt 6a~l to qual~6y,
the.n 1 name, co n6 t~tute and appo~nt my daug hteIL, Anna MaIL~e
LaveILtue, to be. the. Exec.utolt he.ILe06; and I d~ILec.t that none
06 the peIL60n6 named ~hall be ILe.qu~lted to pO.6t any bond OIL
6ec.uIL~ty 06 any k.~nd what60eveIL 60IL the na~thnul peILnOltmanc.e.
u6 .t.he~it du;[~e6.
IN WITNESS WHEREOF, 1
a66~xed my 6eal th~~
J<la ~ O:'I"'-~ ~n the yea It
hun ILed nd e-Lghty-n-Lne..
have helteunto ~et my hand and
'I'" l- f-~"c,. f t,. day 06
06 oult Loltd one thou6and n~ne.
,~if/, ~
JOSEPH W. HARTRANFT
(SEAL)
S~gned, Sealed, PubLi~hed and VeclaILe.d, by Jo~eph W.
HalttILan6t, the Te~tatolt, above named a~ and 60IL h~~ La~t
W~ll and Te~tatment, ~n the pILe.6e.nc.e 06 u~ and e.ach 06 U.6,
who have helteunto at h~6 lteque6t 6ub6c.IL~bed oult name.6 ~n h~~
plte.6ence and ~n the plte6enc.e 06 each othelt, a.6 w~tne.66e~
heILeto.
rJ2~/ d~.h~-
II
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162E (11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 005881
SHIELDS CHARLES E III
6 CLOUSER ROAD
MECHANICSBURG, PA 17055
ACN
ASSESSMENT
CONTROL
NUMBER
AMour~T
-------- fold
101
$27.18
ESTATE INFORMATION: SSN: 162-20-8904
FILE NUMBER: 2104-1025
DECEDENT NAME: HARTRANFT JOSEPH W
DATE OF PAYMENT: 10/11/2005
POSTMARK DATE: 10/07/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 10/18/2004
TOTAL AMOUNT PAID:
$27'.18
REMARKS:
CHECK# 1496
SEAL
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASB,~UGH
REGISTER OF WILLS
REGISTER OF WILLS
r
.1)' L'J 'L
)j' ".. "",,1-<,
~ . 1;5
, j
~
i
\;r:,~.,~?q2 .~
,', \k~..,'" I,!' ",\",' yW ~
" ,~,y 1tb ~
1. ~...~ H . ,]
ULlBW m\l11\\, <;\11' I
~
,
WI" -::t.
~ . "
~ l" ,. .
. ~ .l l
,- " -i ,,:~
, " .
~ --...,~ ,j
'I !
'f\" ~
1 ~i
t,~~~" "
r
~,.,
1'"
]
rJ
Ell
lLl
{.f
.-.~,/.
r~
j
t
Jj~J 1.
f
l'-....
1~ :
~~,
...
1
J %
. I
,a t
J
',~ 1
REccr;Ci[['
:E OF
. II!! ~
f'"'.... (....1, ~- --
I' (.9
l' .
"'1 ~
f' '.
1"\
1
~J~
~
Q,/
[IJ
=
o
.c
,.,.
:...
=
o
U
.0
c: ('fJ
= ~
[IJ 0" =
- I'
=u~~
~'t:l~<
~ c: 0"1"\
o~oo-
:... i: ,.,. ~
QJQJ:...-
~ .t:J =.~
.- 5 0 i:
~ = U ~
~U~U
',at
/~
ji
.'
J
:l
.... i
;
.~~
jilt
i
l!)
r'J
r.
-.....J
r
-;;;:r
o
-
-
-
II)
II)
=
to-
.....
].
rIi' -<
"O~ ~
- ~ "'
.~ , ~ "0 eJ)
..._~'"
- I 0 ::l
rJj-N,.t;;),
. -< ~ r.#}
~I",~
.... ~ ....
r.#} ~ r.#} C
~C::l~
","'o..c:
~ 0 - ~
..c:t:U~
u-<\C~
"1\
']
~;
p 1
:ii
!
''1:
.~
:Jf
j
.~
~
,
.:~
.~
'1
co
1
"
J
1
;
,,~
1
~
,j
---..-.:...
..
~~--".- '--".--
12-19-2005
HARTRANFT
10-18-2004
21 04-1025
CUMBERLAND
101
APPEAL DATE: 02-17-2006
( 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
9Y!_~~9~9_!~}~_~}~~------~___~~!~!~_~9~~~_~9~!!9~_E9~_Y9~~_~~~9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JOSEPH N FILE NO. 21 04-1025 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
CHARLES~ SHIELDS III
6 CLOUSER RD
MECHANICSBURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17055
ESTATE OF
HARTRANFT
REV-1547 EX AFP (06-05)
JOSEPH
N
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 12-19-2005
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. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
1.775.92
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
789.00
405.24
(11)
(12)
(13)
(14)
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ 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:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,775.92
1.194 24
581.68
.00
581.68
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
. .......n. ""''''''.u I+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
10-07-2005 " CD005881 .29- 27.18
TOTAL TAX CREDIT 26.89
BALANCE OF TAX DUE .71CR
INTEREST AND PEN. .00
TOTAL DUE .71CR
.00 X 00 =
581 .68 X 045 =
.00x12=
.00 X 15 =
(19)=
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
26.18
.00
.00
26.18
pj.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
CHARLES E. SHIELDS, III
ATTORNEY-AT-LAW
6 CLOUSER ROAD
Corner ofTrindle and Clouser Roads
MECHANICSBURG, PA 17055
GEORGE M. HOUCK
(1912-1991 )
TELEPHONE (717) 766-0209
FAX (717) 795-7473
December 27,2005
Register of Wills Office
Cumberland County Court House
1 Courthouse Square
Carlisle, Pennsylvania 17013
Re: Estate of Joseph N. Hartranft
Admin. No. 21-04-1025
Dear Register of Wills:
Please find enclosed two copies of the Status Report for the above referenced Estate.
Please clock-in both copies and place one in my mailbox for me to pick up at a later date.
Thank you for your kind attention to this matter.
Very truly yours,
~ t.~1l
:-~'")
Charles E. Shields, III
Attorney-At-Law
CES/.mjj
Encl?sures
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Joseph N. Hartranft
Date of Death:
October 18, 2004
Will No.
Admin. No.
21-04-1025
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 y
.
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
Cerk of the Orphans' Court and may be attached to this report.
~t~1?
VVI-z.1/ () tJ
Date ::;1
Signature
Charles E. Shields, III, Esquire
Name (Please type or print)
6 Clouser Road, Mechanicsburg, PA 17055
Address
(717 ) 766-0209
Te 1. No.
Capacity:
Personal Representative
(MAH:rmf/AM3)
x Counsel for personal
representative
~11