HomeMy WebLinkAbout02-0304Register of Wills of Cumberland, County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of
ELEANOR L. STEELE
Also known as
No. 21-02-304
, Deceased Social Security No.
B. KEITH STEELE
203-10-3757
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioners are the executors named in the Last Will of
the Decedent, dated JUNE 4, 1970 and codicil(s) dated
Patsy S. Snyder, daughter of the Deceased will renounce as Co-Executor and B. KEITH SNYDER, will serve as sole
Executor
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:
I t 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:
Name Relationship Residence
COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at
Messiah Villaqe, 100 Mt. Allen Drive, Upper Allen Township, Mechanicsbur.q, Cumber and County, PA 17055
(List street, number and municipality)
Decedent, then 81
(Location)
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 ......................................................................................................... $
Real Estate situated as follows:
__ years of age, died MARCH 10, 2002, at Messiah Villa.qe, 100 Mt. Allen Drive, Mechanicsburg, PA 17055
55,000.00
55,000.00
Wherefore, Petitioners respectfully request the probate of the last Will presented with this Petition and the grant of letters in the
appropriate form to the undersigned:
Typed or printed name and residence
B. Keith Steele
304 Pinewood Drive
Shiremanstown, PA 17011
Commonwealth of Pennsylvania
County of Cumberland
Oath of Personal Representative
The Petitioner(s) above-named swear(s) and 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 person~;repreSentat ve(s)
of the Decedent, Petitioner(s) will well and trulyadmini~the e a e ' to
Sworn to and affirmed and subscribed
B.
Before me this 25th day of
No. 21-02-304
Estate of ELEANOR L. STEELE , Deceased
Social Security No: 203-10-3757 Date of Death: March 10, 2002
AND NOW, ~CH 26 ,2002, in consideration of the Petition on the reverse side
hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ,/ Testamentary [] of Administration
d.b.n.c.t.a.; pendente lite; durante absentia; durante minod~ate
are hereby granted to B. KEITH STEELE
in the above estate and that the instrument(s) dated JUNE 4, 1970
Petition be admitted to probate and filed of record as the last Will of the Decedent.
described in the
FEES
Letters ........................... $ 115. OO
Short Certificate(s) $ 3.00
Renunciation .............. $ 5.00
Affidavit ( ) .................. $
Extra Pages ( ) .......$. 3.00
Codicil ............................ $.
JCP Fee ....................... $. 5.00
Inventory ...................... $
Other .............................. $
TOTAL ......... $ 131. o0
Attorney: EDMUND G. MYERS, ESQUIRE
I.D. No: 20558
Address: Johnson, Duffle, Stewart & Weidner,
301 Market Street, P.O. Box 109, Lemoyne, PA 17043-
Telephone: 717-761-4540
Register of Wills of Cumberland County, Pennsylvania
RENUNCIATION
Estate of ELEANOR L. STEELE ,
Also known as
, Deceased
No. 21-02-304
The undersigned,
PATSY S. SNYDER a/Ida Patsy Steele Snyder, dau.qhter
(Relationship) (Capacity)
ofthe above-
named decedent, hereby renounces the right to administer the estate and respectfully requests that
Letters Testamentary be issued to B. KEITH STEELE
WITNESS my hand this
day of ,2002.
204 West Green Street
Shiremanstown, PA 17011
Register of Wills of Cumberland County, Pennsylvania
OATH OF NON-SUBSCRIBING WITNESS
Estate of ELEANOR L. STEELE
Also known as
No. 21-02-304
, Deceased
B. KEITH STEELE and PATSY S. SNYDER
each a subscriber hereto, each being duly qualified according to law, deposes and says that they were familiar with
the signature of ELEANOR L. STEELE , testatrix of the Will presented herewith, and that such subscribers
believe the signature on the Will is in the handwriting of ELEANOR L. STEELE to the best of such
subscriber's knowledge and belief.
Sworn to or affirmed and subscribed
before me this 25thday of
.~~(Address)
204 West Green Street
Shiremanstown, PA 17011
(Address)
21-02-304
LAST WILL AND TESTAMENT
OF
ELEANOR L. STEELE
I, ELEANOR L. STEELE, of the Borough of Marysville, Perry County,
Pennsylvania, being of sound and disposing mind, memory, and understanding,
do hereby make, publish, and declare this my Last Will and Testament, hereby
expressly revoking all other writings in nature testamentary by me at any
time heretofore made.
FIRST: I direct that all my debts and funeral expenses be paid
as soon after my decease as may be practicable.
SECOND: I hereby give, bequeath, and devise all the rest and
residue of my estate and property, real, personal, and mixed, of whatsoever
nature and wheresoever situated, of which I may die seized or possessed or
to which I may be entitled or of which I may have the right to dispose at
the time of my death, absolutely and in fee simple to my husband, Brant F.
Steele, if he is living at the time of my death.
THIRD: In the event that my husband is not living at the time of
my death, or in the event that he and I shall die simultaneously, then I
give, bequeath and devise all of my property to my children, Patsy Steele
Snyder and B. Keith Steele, in equal shares.
FOURTH: I hereby appoint my husband, Brant F. Steele, as Executor
of this, my Last Will and Testament, but in the event that he is unable or
PAGE ONE OF TWO
unwilling to serve, I then appoint my children, Patsy Steele Snyder and
B. Keith Steele, as Executors of this, my Last Will and Testament, and I
direct that they shall not be required to give bond or other security in
any jurisdiction wherein proceedings may be held in connection with my
estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
4th day of June, 1970.
WITNESS
ELEANOR L. STEELE
(SEAL)
PAGE TWO OF TWO
LAST WILL A_ND TESTAMENT OF
ELEANOR L. STEELE
GERALD K. MIgRRISGN
I 9 EAST h/~AIN E~TRE~'T
NEW BLOOMFIELD, PA. 1'7D68
I I
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Will No.:
ELEANOR L. STEELE
MARCH 10, 2002
2002-00304
Admin. No.:
To the Register:
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
April 1, 2002.
Name
PATSY S. STEELE
B. KEITH STEELE
Address
204 West Green Street
Shiremanstown, PA 17011
304 Pinewood Drive
Shiremanstown, PA 17011
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None.
Date: April 1, 2002
Signature
Name EDMUND G. MYERS
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
REV - 1500 EX .~ (6-00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
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FILE NUMBER
21-02-0304
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
D
E STEELE Eleanor L. 203-10-3757
C
DATE OF DEATH (MM-DD-YEAR)
03/10/2002
DATE OF BIRTH (MM-DD-YEAR)
12/05/1920
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
1. Original Return ~ 2. Supplemental Return
4. Limited Estate 4a. Future lnterest Compromise (date of death after 12-12-82)
6. Decedent Died Testate 7. Decedent Maintained a Living Trust
(Attach copy of Will) (Attach copy of Trust)
['"~ 9. Litigation Proceeds Received I I Spousal Poverty Credit
10.
(date of death between 12-31-91 and 1-1-95)
NAME
Edmund G. Myers
FI R M NAM E (If Applicable)
Johnson, Duffie, Stewart & Weidner
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(date of death
3. Remainder Return prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
TELEPHONE NUMBER
717/761-4540
0
i~1 Election to tax under Sec. 9113(A)
1
1.
(Attach Sch O)
COMPLETE MAILING ADDRESS
P. O. Box 109
301 Market Street
Lemoyne, PA 17043-0109
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or (3)
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13.
14.
None
54,540.10
None
N6ne
None
None
4,380.95
4,419.60
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
(8)
(11)
(12)
(13).
(14)
OFFICIAL USE ONLY
54,540.10
8,800.55
45,739.55
45,739.55
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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
45,739.55
X .0 0 (15) 0.00
x .0 45 (16) 2,058.28
X .12 (17) 0.00
X .15 (18). 0.00
(19) 2,058.28
Copyright (c)2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
S%REET ADDRESS
Messiah Village
100 Mt. Allen Drive
CITY
Mechanicsbur~
STATE
PA
ZIP
17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
Z. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
102.91
(1)
Total Credits ( A + B + C )
2,058.28
3. Interest/Penalty if applicable D. Interest
E. Penalty
Total Interest/Penalty ( D * E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ......................... ~ ~
b. retain the right to designate who shall use the property transferred or its income; ...........
c. retain a reversionary interest; or ....................................
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? ................................ [~ [~]
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? ................................ [~ [~]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
102.91
0.00
0.00
1,955.37
0.00
1,955.37
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,
correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
~R FILING RETURN
PREPARER OTHER THAN REPRESENTATIVE
B. Keith STEELE (~D~T~f_. ~Z
304 Pinewood Drive
--~i~¥~h%-~-FX--lY6i~ ....................
Johnson, Duffie, Stewart & Weidner DATE
P. O. Box 109
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. 9116 (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. 9116 (a) (1.1) (ii)]. The statute does not exempt 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% [72 P.S. 9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2)
[72 P.S. 9116(aX1)].
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. 9116(aX1.3)]. 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.
Copyright (c) Z000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
REV-1503 EX * (1-97)
COMMONWEALTH OFPENNSYLVANIA
INHERITANCETAXRETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
Eleanor L. STEELE SS~/ 203-10-3757 03/10/2002 21-02-0304
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION UNIT VALUE
OF DEATH
i 359.977 shares Prudential Equity Fund Class B 14.04 5,054.08
2 100.474 shares Prudential High Yield Fund Class B 5.55 557.63
3 1,958.119 shares Prudential High Yield Fund Class A 5.56 10,887.14
4 175.301 shares Prudential Jennison Growth Fund 13.70 2,401.62
5 1,090.843 shares Prudential Total Return Bond Class B 12.42 13,548.27
6 1,157.606 shares Prudential Utility Fund 9.45 10,939.38
7 693.531 shares Prudential Value Fund 16.08 11,151.98
TOTAL(Alsoenteronline2, Recapitulation) 54,540.10
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1503 EX (Rev. 1-97)
REV- 1511 EX + (1-97)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Eleanor L. STEELE SS~; 203-10-3757 03/10/2002 21-02-0304
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
1
2
3
4
FUNERAL EXPENSES:
Chestnut Grove Cemetary
Funeral Luncheon
Minister Fees for Funeral
Myers Harner Funeral Home
Total of Continuation Schedule(s)
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
Attorney's Fees Johnson, Duffie, Stewart & Weidner
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
Probate Fees Register of Wills
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
The Cumberland Law
The Patriot News -
State Zip
Journal - Estate Advertising
Estate Advertising
TOTAL (Also enter on line 9, Recapitulation)
325.00
200.00
100.00
830.00
100.00
2,500.00
131.00
75.00
119.95
$ 4,380.95
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97)
REV-151Z EX + (1-97)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Eleanor L. STEE]'.E SS~ 203-10-3757 03/10/2002 21-02-0304
Include unreimbursed medical exl~enses.
ITEM
NUMBER DESCRIPTION AMOUNT
after date of death
1
2
3
4
5
Checks clearing
Messiah Village
Messiah Village -
PHARMAMERICA
Verizon Telephone
Final Bill
Account No. 717-796-1917-000 76Y - Final Bill
140.00
3,714.74
421.60
123.47
19.79
TOTAL (Also enter on line 10, Recapitulation) $ 4,419.60
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
REV- 1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT I
ESTATE OF
Eleanor L. STEELE SS~/ 203-10-3757
SCHEDULE J
BENEFICIARIES
03/10/2002
FILENUMBER
21-02-0304
NUMBER
II,
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116~)(1.Z)]
PATSY S. SNYDER
204 West Green Street
Shiremanstown,, PA 17011
B. KEITH STEELE
304 Pinewood Drive
Shiremanstown,, PA
17011
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Daughter
Son
AMOUNT OR SHARE
OF ESTATE
1/2 of
Remaining
Estate
1/2 of
Remaining
Estate
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) ZO00 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00)
LAST WILL AND TESTAMENT
0_~
ELEANOR L. STEELE
I, ELEANOR L..STEELE, of the Borough of Marysville, Perry County,
Pennsylvania, being of sound and disposing mind, memory, and understanding,
do hereby make, publish, and declare this my Last Will and Testament, hereby
expressly revoking all other writings in nature testamentary by me at any
time heretofore made.
FIRST: I direct that all my debts and funeral expenses be paid
as soon after my decease as may be practicable.
SECOND: I hereby give, bequeath, and devise all the rest and
residue of my estate and property, real, personal, and mixed, of whatsoever
nature and wheresoever situated, of which I may die seized or possessed or
to which I may be entitled or of which I may have the right to dispose at
the time of my death, absolutely and in fee simple to my husband, Brant F.
Steele, if he is living at the time of my death.
THIRD: In the event that my husband is not living at the time of
my death, or in the event that he and I shall die simultaneously, then I
give, bequeath and devise all of my property to my children, Patsy Steele
Snyder and B. Keith Steele, in equal shares.
FOURTH: I hereby appoint my husband, Brant F. Steele, as Executor
of this, my Last Will and Testament, but in the event that he is unable or
PAGE ONE OF TWO
unwilling to serve, I then appoint my children, Patsy Steele Snyder and
B. Keith S%eele, as Executors of this, my Last Will and Testament, and
direct that they shall not be required to give bond or other security in
any jurisdiction wherein proceedings may be held in connection with my
estate.
IN WIT~ESS WHEREOF, I have hereunto set my hand and seal this
4th day of June, 1970.
WITNESS:
ELEANOR L. STEELE
(SEm.)
PAGE TWO OF TWO
Register of Wills of
CUMBERLAND
INVENTORY
County, Pennsylvania
Estate of Eleanor L. STEELE
also known as
, Deceased
No. 21-02-0304
Date of Death 03/10/2002
Social Security No. 203-10-3757
B. Keith STEELE,
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the
personal assets wherever situate and all of the real estate 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 Decedent owned
no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this
Inventory. I/We verify that the statements made in this Inventory are true and correct. I/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.
Name of
Attorney: Edmund G. Myers
I.D. No.: 20558
Address: P. O. Box 109
Lemo~ne, PA 17043-0109
Telephone: 717/761-4540
Pers°nal Represe~laf~z~~?n .., f
Signature: ' -'7~.~-,x"~-~~v-
B. K~ith STEELE
Signature:
Address: 304 Pinewood Drive
Shiremanstown, PA 17011
Telephone: 717/763-1846
Dated: O~::> '~ 0~' ~/'~'
Description
(See continuation page(s) attached)
(Attach additional sheets if necessary)
Total: 54,540.10
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc. Form #RW-7 (1992)
Estate of:
Date of Death:
County:
INVENTORY
Eleanor L. STEELE
03/10/2002
Cumberland
STOCKS/LISTED:
359.977 shares Prudential Equity Fund
Class B
100.474 shares Prudential High Yield
Fund Class B
1,958.119 shares Prudential High Yield
Fund Class A
175.301 shares Prudential Jennison
Growth Fund
1,090.843 shares Prudential Total Return
Bond Class B
1,157.606 shares Prudential Utility Fund
693.531 shares Prudential Value Fund
5,054.08
557.63
10,887.14
2,401.62
13,548.27
10,939.38
11,151.98
TOTAL RECEIPTS OF PRINCIPAL ...............
54,540.10
54,540.10
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF iNDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
CD
REV-1162 EX(11-96)
001270
MYERS EDMUND G
301 MARKET STREET
P O BOX 109
LEMOYNE, PA 17043
........ fold
ESTATE INFORMATION: SSN: 203-10-3757
FILE NUMBER: 2102-0304
DECEDENT NAME: STEELE ELEANOR L
DATE OF PAYMENT: 06/07/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 03/10/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $1,955.37
REMARKS:
C/O B. KEITH STEELE
TOTAL AMOUNT PAID:
$1,955.37
SEAL
CHECK# 1955.37
INITIALS: VZ
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
TNHERZTANCE TAX DTVTSZON
DEPT. 2&0601
HARRISBURG) PA 17118-0601
EDMUND G MYERS
JOHNSON ETAL
PO BOX 109 ~,~
LEMOYNE PA~7Ofi3
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLONANCE OR DZSALLONANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-15-2001
STEELE
03-10-2002
21 OZ-030q
CUMBERLAND
101
Aaount Remitted
REV-1547 EX AFP C01-02)
ELEANOR L
HAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETA/N LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STEELE ELEANOR L FILE NO. 21 02-030q ACN 101 DATE 07-15-2002
TAX RETURN NAS: (X) ACCEPTED AS F/LED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
q. Mortgages/Notes Receivable (Schedule D) iq)
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 Z) (10)
11. To,al Deductions
12. Na~ Value of Tax Return
.00
5q/5qO.lO
.00
.00
.00
.00
.00
(8)
q,380.95
NOTE: To insure proper
credit to your account,
submit the upper portion
of this fora with your
tax payment.
13.
lq.
NOTE:
5q,5qO.lO
AMOUNT PAID
1,955.37
TOTAL TAX CREDIT
BALANCE OF TAX DUEI
ZNTEREST AND PEN.
TOTAL DUE
reflect flgures that lnclude the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
1.6. Amount of Line lq at Spouse1 rate (15) . O0 X O0 :
16. Amount of Line lq taxable Bt Lineal/Class A rate (16) q5,739.55 X Oq5:
17. Amount of Line lq Bt Sibling rate (17) . O0 X 12 =
18. Amount of Line lq taxable at Collateral/Class B rate (18) . O0 X 15 =
19. Principal Tax Due (19)=
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+J
DATE NUMBER INTEREST/PEN PAID (-)
06-07-2002 CD001270 101.91
.00
.00
2,058.28
.00
.00
2,058.28
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
2,058.28
.00
.00
.00
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR TNSTRUCTZONS.)
Charitable/governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13)
Net Value of Estate Sub,act to Tax (lq) q5,739.55
Zf an assess.ent ~as lssued previously, 1/nee 1~, 15 and/or 16, 17, 18 and 19 ~ill
q~q19.60
(11) 8.800.55
(la) q5,739.55
RESERVATZON:
PURPOSE OF
NOTZCE:
PAYMENT:
REFUND (CA}:
OBJECTZONS:
ADH/N-
[STRATZVE
CORRECTZONS:
DXSCOUNT:
PENALTY:
ZNTEREST:
Estates of decadents dying on or before December lg, 19Ag -- if any futura interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decadent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Znharitance Taxes
at tho lawful Class B (collateral) rate on any such futura interest.
To fulfill the requirements of Section 2140 of the Znheritanca and Estate Tax Act, Act 13 of ZOO0. (71 P.S.
Section 91qO).
Detach the tap portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side.
--Make check or money order payable to: REGZSTER OF NZLLS, AGENT
A refund of a tax credit, which was not requested on tho Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Xnharitanca and Estate Tax" (REV-1315}. Applications ara available at the Office
of the Register of gills, any of the 23 Revenue District Offices, or by calling the special gq-hour
answering service for forms ordering: 1-800-361-Z030; services for taxpayers with special hearing and / or
speaking needs: 1-800-qq7-$020 (TT only).
Any party in interest not satisfied with the appraiseaantj allowance, or disallowance of deductions, or assess~ent
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. ZBIOgl, Harrisburg, PA 17128-10gl,
--election to have the matter determined at audit of tho account of the personal representative, OR
--appeal to the Orphans' Court.
OR
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Revise Unit, Dept. 080601, Harrisburgj PA 17118-0601
Phone (717) 787-6505. Sea page 5 of the booklet "Znstructions for Inheritance Tax Return for a Resident
Decedent" (REV-la01) far an explanation of administratively correctable errors.
Xf any tax due is paid within three (3) calendar months after the decodent's death, a five percent (51} discount of
the tax paid is allowed.
The 151 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 ls appealable in the same manner end in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Xntarest 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, 1981 bear interest at the rate of
six (61) percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1981 will bear interest at a rate which mill vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1980 through 2002 are:
Year Interest Rate Daily Interest Factor Year Interest Rata Daily Interest Factor
1980 ZOZ . O00Sq8 1990 9Z .0002q7
1983 162 . O00q3B 1993-199q 72 .000192
198q 11Z .000301 1995-1998 91 . OOOZq7
1985 131 .000356 1999 7Z .000192
1986 101 . O00Z7q gOOD 81 .000119
1987 9Z . O00Zq7 Z001 9Z .000147
1988-1991 111 .000301 2OOZ 61 .000164
--Xnterest is calculated as folloas:
ZNTEREST = BALANCE OF TAX UNPAZD X NUNBER OF DAYS DELXNQUENT X DALLY ZNTBREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of tho assessment. If payment is sade after the interest computation date shown on the
Notice, additional interest must ba calculated,
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
ELEANOR L. STEELE
MARCH 10, 2002
2002-00304
Will No..'
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rule, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the Estate is complete:
Yes X No
2. If the answer is No, state when the personal representative reasonably
believes that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No fi<'
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 of interest? Yes X No
d. Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans' Court and may be attached
to this repo~.
Date: February 13, 2003
EDMUND G. MYERS
JOHNSON, DUFFIE, STEWART & WEIDNER
301 Market Street
P.O. Box 109
Lemoyne, PA 17043
(717) 761-4540
Capacity: __Personal Representative
(x) Counsel for Personal
Representative