HomeMy WebLinkAbout01-0058
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*' COMMONWEALTH OF
PENNSYLVANIA
. DEPARTMENT OF REVENUE
. DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1500
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENrs NAME (LAST, FIRST AND MIDDLE INITIAL)
BIERER, MARGARET J.
DATE OF DEATH MM-OD-YEAR)
FILE NUMBER
21 - 01
00 58
COUNTYCOOf
DATE OF BIRTH (MM-DD-YEAR)
YEAR
NUr.lBER
SOCIAL SECURITY NUMBER
201 16
- 6745
12/192000 09/0111992
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITlAlJ
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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t8J 1. Original Return
D4.LimiledEslale
~6.0ecedentDiedTeslate'AltachCOPVQfWlII)
o 9. Litigatioro Proceeds Received
o 2. Supplemental Return
D4a, Fulure Interesl Compromise (dill ofdUlh Iflar 12.12-821
07. Decedent Maintained a Living Trusl attach a collYo(TIllSll
o 1 O,SpousaJ PovertyCredi! (dallofdlllhbllwllnt2_J1_91 and 1_1_ 95)
03. Remainder Retum (da18ofdlalhpriocto12-1J-82)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to t3x under Sec. 9113(A) attach 5eh 00
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THIS SECTION MUST BE COMPLETED ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO
NAME COMPLETE MAILING ADDRESS
James D. Flower, Jr., Es .
s~fJ1::~~~tF,'fj6wer & Lindsay
TELEPHONE NUMBER
717-243-6222 26 West Hi h Street, Car1jsb>; l'A 17013
(1) 0.00
(2) 0.00
-
(3) 0.00
(I) 0,00
(5) 128,143.19
(6) 0.00
(7) 0.00
(8) 128,143.19
(9) 20,316.48
(\OJ 11,734.82
0.00
96,0~1.89
0.00
0.00
(11) 32,051.30
(12) 96,091.89
(13) 0.00
(14) 96,091.89
x.o_ (15) 0
x.o~ (16) 4,324.14
x .12 (1~ 0
x .15 (18) 0
(19) 4,324.14
1. Real Estate (Schedule A)
2. Slacks and Sands (Schedule B)
3. Closely Heid Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
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)
6. Jointly Owned Property (Schedule F)
Dseparsle Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
($thedu!e 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 1)
11, Total Deductions (total Lines 9 & 10)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RA TeS
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15. Amount of line 14 taxable at \he spousal tax
rate,ortransfersunderSec.9116(aJ(1.2)
16. Amount of Line 14 taxable at lineal rate
17. AmolJntottine 14 taxable at sibling rate
18. Amount of line 14 taxable at collateral rate
19. Tax Due
200
CHECK HERE IF YOU ARE REOUESTING A REFUND OF AN OVERPAYMENT
> > B SUR TO ANSW R AL au STIONS ON REV RSE SIDE AND ECHECK MATH < <
,
Decedent's Complete Address:
STROETA~R~~~d fW
ne on s or ay
CITYCrl TSTATE PA I ZIP 17013
at IS e,
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credil
B. Prior Payments
C. Discount
(1) 4,324.14
0.00
4,096.56
227.58
Total Credils 1M B + C )
(2) 4,324.14
3. Interest/Penalty jf applicable
D.lnterest
E. Penally
TolallnleresUPenal1y (D + E ) (3) 0.00
4. If Une 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) 0.00
5. If Line J ... Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00
A Enter the interest on the tax due, (SA) 0.00
B. Enler the lolal of Line 5 + 5A. This is Ihe BALANCE DUE. (513) 0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
. Did decedent make a transfer and; Yes
a. retain the use or income of the property transferred; - - - - - - - - - - - - - - - - - ~ - - - - - - - - - - - - - - B
b. retain the right to designate who shall use the property transferred or its income; _ ~ _ . _ ~ _ _ _ _ _ _ _ _ _ _
c. retain a reversionary interest; or_ - - - - - - - - ~ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 8
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? - ~ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - . - - - ~ - - 8
3. Did decedent own an "in trust for"cI1ayabfe 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? _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ . _ _ _ ~ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ . 0
No
181
~
181
181
181
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
SIBLE FOR FILING R RN
Undlr plnlltlll of plrjury, I declare tl\l.t lltavl e'umlned tl\is IWlln, inchld\ng accompanying scnedulls and statements, ,nd to till bllt of my knowledgl and belief, i~ is truI, corrie!
and eQmpl.te.
Oecl."tion of prepartr otllt( tllan tll, p.rS(lnal r.prll.ntativ.ls build on all inlormallon olwhlah preparer has any knowladg..
DATE
March 16, 2001
DATE
March 16, 2001
For dates of death on or after July 1, 1994 and Before JanU81'f 1, 1995, the tax rate imposed on the net value of transfers to or to the use of the surviving spouse is 3%
[72 P.S. S91 I 6 (a) (I. I) (I)J.
For dates of death on or atler 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}J.
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% [72 RS. ~9116(a)(1.2)J.
The tax rate imposed on the net value of transfers to or for the use of the decedent's tineal beneficiaries is 4.5%, except as noted in 72 RS, 99116(1.2) [72 RS. 99116(a)(1)J.
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(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.
""''''';''''''"''*
COMMONWEALTH OF PENN5YlVP.NIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
BIERER, MARGARET J.
FilE NUMBER
21-01-0058
Include the proceeds of litigation and the date the proceeds wete received by the estate. All property jointly-owned with the right of survivorship must be disclosed en Schedule F.
ITEM
NUMBER
I.
VALUE AT DATE
OESCRIPTION OF DEATH
Jackson National Life Insurance Company, Beneficiary Access Account No. 935-001856-Z
See attached statement $ 45,192.70
2.
Inheritance as a beneficiary of the Estate ofJoseph C. Stover
82,950.49
TOTAL (Also enteron line 5. Recapitulation) $ 128,143.19
(If more space IS needed, Insert addItional sheets of the same sIze)
"II Jackson National Life
Insurance Company~
1-800-836-6761
BENEFICIARY ACCESS ACCOUNT
STATEMENT
MARGARET J BIERER
1 LDNGSDORF ~AY RM 114B
CARLISLE, PA 17013
PAGE 1
DECEMBER 30, 2000
935 001B56 2
177
74B5
935 001856 2 CHECKING SUMMARy............................ 12-01-00 THROUGH
DAILY BALANCE SUMMARY
J2lli ~
12-30 INTEREST PA
ENDING BALAN
LO~ BALANCE (12-01-2000
INTEREST PAID THIS YEAR
ECKS----- ---WITHDRAWALS--
~, ~~T, HlL AgQUNT
, ,,0 (J . 00
12-30-00
ENDING
45~~~~~~A
PREVIOUS ----DEPOSITS----
!AL~~~ ND" A~~UN~ HlL
5, .70 -,- 2 .8 ---0
":/'iF<'
CURRENT INTEREST RATE
WITHDRAWALS BALANCE
45,192.70
.88 45,395.58
45,395.58
45,199.46
PERCENTAGE YIELD EARNED 5.60
I.JMSER'?DF DAYS IN INTEREST PERIOD 30
THIS
202.88
Insuring your financial future.
FPS - 8177
'EV~""''''''I\''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
BIERER, MARGARET J.
FilE NUMBER
21-01-0058
Debts of decedent must be reported on Schedule 1.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
I. Gibson-Hollinger Funeral Home, Funeral $ 7,242.00
B. ADMINISTRATIVE COSTS:
I. Personal Representative s Commissions
Name of Personal Representative (s) Beverly C. Greenwa]d 6,407.]6
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address 506 Dar]a Road
CHy Mechanicsburg Slale PA Zip 17055
Year(s) Commission Paid:
Z. Attomey Fees !Saidis, Shuff, Flower & Lindsay I 6,]25.73
3. Family Exemption: (if decedents address is not the same as claimant 5, attach explanalion)
Claimant nla
SlreetAddress
City Slate Zip
Relationship afClaimant to Decedelll
4. Probate Fees
5. Accountant s Fees
6. Tax Return Preparers Fees
Register of Wills, Letters Testamentary 261.00
7.
Cumberland Law Journa~ advertising Estate Notice 75.00
The Sentine~ advertising Estate Norice 90.59
Inheritance Tax Return Filing Fee 15.00
Allowance for closing costs ]00.00
TOTAL (Also enter on line 9, Recapitulation) I 20,3 ]6.48
(If more space IS needed, insert additional sheets of the same size)
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
ESTATE OF
BIERER, MARGARET J.
FilE NUMBER
21-01-0058
Include unreimbursed medical expenses.
ITEM
NUMBER
I.
DESCRIPTION
Cumberland Crossings Retirement Community, Account
AMOUNT
$ 4,867.98
6,057.97
2.
Cumberland Crossings Retirement Community, Account
3.
Carlisle Hospital, Account
808.87
TOTAL (Also enter on line 10, Recapitulation) s 11,734.82
(If more space is needed, insert additional sheets of the same size)
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESlOENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
BIERER, MARGARET J.
FILE NUMBER
21-01-0058
RELATIONSHIP TO DECEDENT AMDUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (include oulrt9M spousal distrtbutions)
I Theodore E. LaDane Son 1/2 of residuary estate
506 DarIa Road
Mechanicsburg, P A 17055
Paulette K. Martin Daughter V2 of residuary estate
2245 South East l75th Terrace Road
Silver Springs, Florida 34488
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABDVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON- TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
I. Ilia
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. Ilia
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET I
(if more space is needed, insert additional sheets of the same size)
REV.l5<JO E~ 1&DO)
'* COMMONWEALTH OF
PENNSYLVANIA
. DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
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REV-1500
SUPPLEMENTAL
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 - 01
00 58
COUNTY CODE YEAR
NUMBER
DECEDENT'S NAME (LAST, FIRST AND MIDDLE INITIAL)
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BIERER, MARGARET J.
DATE OF DEATH MM--DD--YEAR)
SOCIAL SECURITY NUM8ER
201
16
- 6745
DATE OF 81RTH (MM-DD-YEAR)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
12/192000 09/01/1992
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
W
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~1.0riginaIRetum
D4.LimitedEstate
I:8J 6, Decedent Died Testate IAllath copy ofWillj
D9,LitigationproceedsReceived
02. Supplemental Return
04a.FuturelnterestComprOmiSe(d3Ieofdeafh3ner12.12.82l
07,DecedentMaintainedaLiVingTrustattach.cDPyofTru,t)
010.SpousaIPovertYCredil(dateofde3Ihbelween12.31.91and1.1.951
o 3. Remainder Return Idate of death prior to 12.13.821
o S. Federal Estate Tax Return Required
8. Total Number 01 Sale Deposit Boxes
o 11,ElecliontotaxunderSec.9113(A)attachs'hoO
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THIS SECTION MUST BE COMPLETED ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO
NAME COMPLETE MAILING ADDRESS
James D. Flower, Jr., Esq.
F1~M NAME '" ",,,,-,,,.J
Saldis, Shun, 1'lower & Lindsay
TELEPHONE NUMBER
717-243-6222 26 West High Street, Carlisle, PA 17013
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(I) 0.00
(2) 0.00
(3) 0.00
(') 0.00
(5) 5,157.77
(6) 0.00
(7) 0.00
(8) 5,157.77
(9) 15.00
(10) 0.00
4. Mortgages & Notes Receivable (Schedule D)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
5, Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
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6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G orL)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10, Debts of Decedent, Mortgage Liabilities, & Liens (Schedule 1)
11. Total Deductions (total Lines 9 & 10)
12, Net Value of Estate (Line 8 minus Line 11)
0.00
5,142.77
0.00
0.00
(11) 15.00
(12) 5,142.77
(13) 0.00
(14) 5,142.77
x.o_ (IS) 0.00
X.o 45 (16) 231.42
x 12 (17) 0.00
x,15 (18) 0.00
(19) 231.42
13. Charitable and Governmental Bequests/Sec 9113 Trusts lor 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 APPLiCA.BLE RATES
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15,AmountofLine 14 taxable allhe spousal tax
rate, ortranslers underSec, 9116 (a)(1,2)
16. Amount 01 line 14 taxable at lineal rate
17. Amount 01 Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
200
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STROETA~RESS d fW
ne ongs or ay
CITY . I STATE PA I ZIP 17013
CarlIsle,
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
S, Prior Payments
C, Discount
(1) 231.42
Tolal Credits (A' B , C ) (Z)
3. Interest/Penalty if applicable
D.lnlerest
E. Penalty
TotallnlerestlPenalty (D' E) (3) 0.00
4 If Line 2 is greater Ihan Line 1 + Line 3, enter the difference, This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4) 0.00
5. If Line I + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 231.42
A. Enter the interest on the tax due, (SA) 0.00
B. Enter the total of Line S' SA. This is the BALANCE DUE. (513) 231.42
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
. Old decedent make a transfer and:
a. retain the use or income of the properly 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
3. D:t::~~;:~;V~:;na~~~~~t:r~~tnf~~~;;:nb;; ~p~; d;ath- ba;k ;c~~un; ~rs;~u;it;'a; hi; ~rh;~ de;tj,? = 8
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ~ _ . 0
Yes
----------------------- 0
-------- 0
B
No
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Und.r p.nalties of p.rjllry, I declar.thatl have .xamin.d this r.tllrn, inC:!lldingllc:c:ompllnying Sc:hedllles and statements, end to the b.st 01 my knowl.dg' and belief, it is trll',
c:orrect and complete.
Dec:larationolp"pllr.roth.rthanth.personlllr.presentatlveisbas.don all Information of which prepllr.r has any knowl.dll',
,2001
DATE
Au ust;?g' ,2001
DRESS
6 West Hi h Street, Carlisle, P A 1701
For dales of death on or after July 1, 1994 and Before January 1, 1995, the tax rate imposed on the net value of transfers to orto the use of the surviving spouse is 3%
[7Z P.S. 19116 (a) (1.1) (III.
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)l.
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% [72 RS. 99116(a)(1.2)J.
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 RS. 99116(1.2) [72 RS. 99116(a)(1)J.
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.
REV''''''''''''''''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
BIERER, MARGARET J.
FILE NUMBER
21-01-0058
Include the proceeds of litigation and the dale the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F
ITEM
NUMBER
I
DESCRIPTION
Under estimated Inheritance as a beneficiary of the Estate of Joseph C. Stover, now
received
VALUE AT DATE
OF DEATH
$ 5,157.77
TOTAL (Also enter on line 5, Recapitulation) $ 5,157.77
(If more space is needed, insert additional sheets of the same size)
e,,,,,,,,.,,.,,,,,,.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
BIERER, MARGARET J.
FILE NUMBER
21-01-0058
Debts of decedent must be reported on Schedule 1.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1 $
B ADMINISTRATIVE COSTS
I Personal Representative s Commissions
Name of Personal Representative (5)
Social Security Number(s) I EIN Number of Personal Representalive(s)
Street Address
City Slale Zip
Year(s) Commission Paid
2. Attorney Fees I I
3. Family Exemption: (if decedents address is not the same as claimanls, attach explanation)
Claimant n/a
SlreelAddress
City Slale Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant s Fees
6. Tax Return Preparers Fees
Supplemental Inheritance Tax Return Filing Fee 15.00
7
TOTAL (Also enler on line 9, Recapitulation) $ 15.00
(If more space is needed, insert additional sheets of the same size)
""''''''''''''"''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 Theodore E. LaDane Son 1/2 of residuary estate
506 Daria Road
~echanicsburg,PJ\ 17055
Paulette K. Martin Daughter 1/2 of residuary estate
2245 South East 175th Terrace Road
Silver Springs, Florida 34488
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
11. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1 n/a
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
I n/a
TOTAL OF PART 11 - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
BIERER, MARGARET J.
FILE NUMBER
21-01-0058
(if more space is needed, insert additional sheets of the same size)
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 11/10/2004
FLOWER JAMES D JR
26 WEST HIGH STREET
CARLISLE, PA 17013
RE: Estate of BIERER MARGARET J
File Number: 2001-00058
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6 12) in the above captioned
estate. '
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 12/19/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRAS~UGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
Date of Death:
Will No.: 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:
I. State whether administration of the estate is complete:
SoE]
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 []
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal r_~presentative state an account informally to the parties
in interest? Yes ~ No ['-I
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.
CD cz> ~ ~.-J I
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'=, Address
Telephone No.
Capacity: [-'] Personal Representative
[~6-unsel for personal representative
#.
Estate of Margaret J. Bierer
also kno wn as
PETITION FOR PROBATE and GRANT OF LETTERS
al-Ol-. 005~
No.
To:
Register of Wills for the
I Deceased. County of Cumberland in the
Social Security No. 201-16-6745 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 executrix
in the last will of the above decedent, dated July 31, 2000
and codicil(s) dated
named
, 19_
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
. Decendent was domiciled at death in Carlisle, Cumberland County, Pennsylvania, with
her last family or principal residence at Cumberland Crossmgs, One LongsdorlWay,
Carlisle, Pennsylvania 17013
(list street, number and muncipality)
Decendent then 76 years of ~~e died December 19,2000 , 19
at Cumberland Crossings, One Longsdorf W ay, Carlisle, PennsylvanIa 17013
Except as follows, decedent did not marry, was not <;livorced and did 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:
Oecendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(I f 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:
$
$
$
$
IJ...J.O.>C>DO
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
I (testamentary; administration c.La.; administration d.b.n.c.t.a.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OF Cum~erland J
The petitioner(s) above-narned 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 est ccording to law.
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No. ~I ~ D I ~ 07J5 ,~.
Estate of Margaret J. Bierer
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW January 12- 192001 ,in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) datedJuly 31, 2000
described therein be admitted to probate and filed of record as the last will of Margaret 1. Bierer
and Letters Testamentary
are hereby granted to Beverly C. Greenwald
~~C,~(~{jJ
Register of Wills ~
FEES
$ '~35tOU
Probate, Letters, Etc. .........
Sho~t~~,cates( 3) . . .. . .. ... $ q CD
~nuli'c'iat1on ................ $ I d. .00
JCP $ 6 - 00
TOTAL _ $ ;{LYl.CO
Filed ...l:-. 1 J .~ ~C;..:~?.l. . . . . . . . . . . . . . . . .
~f\ LL ATT'-f .
James D. Flower, Jr., Esquire #27742
ATIORNEY (Sup. Ct. LD. No.)
26 West High Street, Carlisle, FA 17013
ADDRESS
717 -243-6222
PHONE
H10'5.80'5 REV 9/86
This is to .certify that t~e. inform~tion he~e given is correctly copied from an original certificate of death duly filed with lne as
Local RegIstrar. The ongInal certificate wtll be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No. Date
Li- t:\. ~tu-~~
Local Registrar
Fee for this certificate, $2.00
p
6960256
DEe 1 9 2000
Hl0S. ;~R"" 2187 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
'It
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AGE (Las! Blflh<lav)
SE~-
STAlE ~'\.E NUMlIER
SOCIAL SECURITY NUMBER
DATE OF DEATH ,Me""'. o..~. ''eo'" I
/lfT
'I(
NA....E OF DECEDENT IFtrSl. MIddle. '-HI
B-i.elLelL
UNDER I 0/11(
HoIn Minot..
2. Fema-fe :I. 207 -76 -6745
~E OF DEATH ICl>eck Of'IV ON! -- __ ,nsl,ucloOflS on OIN!' _t
HOSPllAL: -
1~lient 0 ER/OuIpa".nt 0
...
(II 1\01 InS1'lull()(1. O'lie SIIeeI and nomllell
.. 1- - l C) - 0 0
S.
COUNTY OF DER"H
76
Yrs
~::"vIO
~l ..... CumbelL-fand
DECEDENT'S USUAL OCCUMION
\G....1urId 01 *O(k dOne during most
of work'ng Nle; dO noc use /eI1red )
. "a. C-felLk. "b. Caf.l-i.Vlo
DECEDENT'S MAILING AOORESS (Sf,..., C"VrlOwn. SIale. ZII) Code' DECEDENT'S
ACTUAL
RESIDENCE
(See InSl/ucllons
on OIt\e/ SIde)
Ie.
17b. Coon
CumbelL-fand
Did
dacedenl
tiYe on a
loownahip? 17d.o ::=~Ol
!.lOTHER'S NA....E IF. 51. Middle. Malden $u/name)
MARITAL STATUS. .....,.,..,
Na_ Man"",, W~,
Dr.orced (Specify)
,.. V-i.voJc.c.ed 15.
17C.~ ...... CItC_Md in South M-i.dd.f.eton
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12.
, 7a. Slala
7 Long.6dolLn Way
1~ CaJc.-f-i..6-fe, PA 77073
cltVlbon>.
FIil'HER'S NAME (FI/SI. M><ldIe. laSl)
1..
INFOR.......NT"S NA~E (Type/P""'l
2011. Ted LeVane
IloI€THOO OF DISPOSITION
Syrial ~ C,emallOn 0 fIetnc7qj "om $tala 0
OIMf (Spec"V\
a.~!!''-H LtA of e.Soe7 },7/", If )l<..~
OllE 10 lOA AS A CONSEOUENCE OF):
DESIGN
23b. t.. 1\( 3 t./ r..( } [PO ::. Da/;~ I ~ -0 (7
WAS CASE REFERRED TO ::OOL EXAMINERlCOAONER? No ~
21.
,ApptOximate PART II: 0I11e/ signilic:ant c:ondiIions concributing 10 deelh. bill
: inreNal belween nocfHulIin9 in the ~ _ gN<<I in p,.Af ,
: 0_ and deatfl
:
I :
WERE AUTOPSY FINDINGS
A\lAILA8l.E PRIOR 10
COMPl.ETION OF CAUSE
OF OEJiI"H1
DUE 10 (OA AS A CONSEOUENCE OF):
DUE 1U\OA AS A CONSEOUENCE OF):
Suicide
0"
o
o
DATE OF INJURY
(Man"'. o..v. Yelt)
TIME OF INJURY
INJURY AT WOf\K?
DESCRIBE HOW INJURY OCCURREO.
"'MillER OF DEATH
Ac:Ctlle "
Pend'ngln""s'i9ation
o
o
o ~CE OF INJURY. AI home. ta'~~;e.1. 'aClO<y, ollica 1.1,
building, e,c. ISpec~vl
:lOll,
v. 0 NoD
Nal"'~.
Hom'<:ide
Yes 0
NoD
Could nor be delorm.ned
:lIb.
LICENSE NUMBER DATE SIGNED IMonlf'. Day. Vea')
31c. ~34gStE :lId. Dz<.. /1 ZgVt)
~~~E2~~~Y~~~~~~IOF O~s~~do A~POr;~ 7A~~EATH
3C 3AJ, &/hn;.~/-L. .A-v~ . .
o 32. r"J"; '. J.-l,,/ I 't' ~/,r':n 77 p /~ ./ 7"?' &<- 5
DATE FILED (Month Day Yea"
3OC.
2te. 21b.
CERTII'IER [C~eck orny one.
'CERTIFYING PHYSICIAN IPhYSlCoan c....,,'V'''9 cause ot death wnlll' anoll'e, Dh~s>c,an has plonovncea deall' ana comlJlelea Item 23)
To _ beal 0' my know_ge. de.'" OCCUlTed due 10 th. cau.e(ll""d manner.. .Ia'ed.
29.
'P~OUNC1NG ANO CER11FY1NG PHYSICIAN (F'hvsoc",n tlol~ ;>.::>n,Junc,"9 oealtl and Cer1lfy'ng.o cause of deatl'\
To 1M be-ol 01 my kl'Ow''''Il'', d....III OCC'utred aIIMII",e. dale, and place. and dU.IO Ihe cause(lland mann./.. Ilaled.
'MEDIC...L EX.....IHER/COAONEFI
On Ihe baai. of a.amin.llon and/or inveslIg..'ion, in mv op,nion, dealh occurred at the lime. dale, and place, and due 10 the cause(s) and
"'ann., a. slaleel.. , , . . . . . . . . . . . , . . . . . . . . . . . . . . . .. .. ...,........,.,.".... . . . . . . . . .. .............,... '......,
"a.
REGISTRARS SIGN"TURE AND NU
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WAYNE F. SHADE
Attorney at Law
53 West Pomfret Street
Carlisle, Pennsylvania
17013
'.
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.-
LAST WILL AND TESTAMENT
I, MARGARET J. BIERER, of the Borough of Mount Holly Springs, County of
Cumberland, 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
anytime heretofore made.
FIRST. I order and direct that all my just debts and funeral expenses be paid by
my personal representative or representatives, hereinafte;r na~ed, as soon as conveniently
may be done after my decease. I further authorize my personal representative to expend
funds from my Estate in such amounts as my personal representative shall consider
appropriate, for the disposition and memorial of my remains.
- SECOND. All the rest, residue and remainder of my Estate, real, personal and
mixed, whatsoever and wheresoever situate, I give, devise and bequeath unto my
children, THEODORE E. LeDANE and PAULETTE K. MARTIN, in equal shares. If
either of them should fail to survive me, I give, devise and bequeath the entire said
residue of my Estate unto the one of them who shall survive me. Ifboth of them should
fail to survive me, I give, devise and bequeath the said residue of my Estate unto my
niece, BEVERLY C. GREENWALD, if she survives me.
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THIRD. For the purposes of this my Last Will and Testament, a person shall not
be deemed to have survived me unless he or she shall have survived me by more than
ninety (90) days.
FO UR TH. I order and direct that any estate, inheritance or similar tax due as a
result of my death with respect to any property passing as a result of my death, shall be
paid from the residue of my Estate before its division into shares and prior to distribution
as an expense of administration and that no part of the taxes should be prorated or
apportioned among the persons or beneficiaries receiving the taxable property. It is my
express intention that all inheritance taxes imposed as a result of my death be paid from
the residue of my Estate whether or not the property passes under my Last Will and
Testament. My personal representative shall have full power and authority to pay,
compromise or settle any such taxes at anytime whether with respect to present or future
interests.
FIFTH. Any and all decisions, determinations or actions made or taken by a
personal representative hereunder, ifmade in good faith, shall be final and conclusive on
all p_ersons who are or may become interested in my Estate. No fiduciary acting under
this my Last Will and Testament shall be liable for any error in judgment or for any
depreciation or reduction in value of any Estate or Trust assets at anytime, in the absence
of willful default.
LASTLY. I nominate, constitute and appoint my niece, BEVERLY C.
WAYNE F. SHADE
Attorney at Law GREENWALD, to be the Executrix of this my Last Will, and Testament, but if, for any
53 West Pomfret Street
Carlisle, Pennsylvania
1 70 13
-2-
WAYNE F. SHADE
Attorney at Law
53 West Pomfret Street
Carlisle, Pennsylvania
17013
'.
.(
"
reason, she should fail to qualify as such Executrix or decline or cease so to serve, I
nominate, constitute and appoint my son, THEODORE E. LeDANE, and my daughter,
PAULETTE K. MARTIN, to be the successive alternate personal representatives hereof,
all to serve without bond. I further specifically authorize a fee for my personal
representative in the amount of five (5%) percent of the probate assets of my Estate or
Five-Thousand and No/IOO ($5,000.00) Dollars whichever is greater.
IN WITNESS WHEREOF, I, MARGARET J. BIERER, have hereunto set my
hand and seal to this my Last Will and Testament which consists of five (5) typewritten
pages to each of which I have affixed my signature, this 31 s t
day of
July
, A.D. Two Thousand (2000).
~~~~~)
Margar . Bierer
The preceding instrument, consisting of this and four (4) other typewritten pages,
each identified by the signature of the Testatrix, was on the date thereof signed, sealed,
published and declared by MARGARET J. BIERER, the Testatrix therein named, as her
Last Will and Testament, in the presence of us, who, at her request, in her presence, and
in the presence of each other, have subscribed our names as witnesses hereto.
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-3-
WAYNEF. SHADE
Attorney at Law
53 West Pomfret Street
Carlisle, Pennsylvania
17013
"0
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Acknowledgment
COMMONWEAL TH OF PENNSYL VANIA )
) SS:
COUNTY OF CUMBERLAND )
I, MARGARET J. BIERER, the person whose name is signed to the foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Last Will and Testament and that I signed it
willingly and as my free and voluntary act for the purposes therein expressed.
Sworn to or affirmed and acknowledged before me by MARGARET J. BIERER,
this 318 t day of July , 2000.
7JJ~~ g~JLJ
Margar . Bierer (/
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Notary Pub c
Notarial Seal
Connie J. Tritt, Notary Public
Carlisle, Cumberland County
! My Commission Expires Oct. 5. 2000
Affidavit
COMMONWEAL TH OF PENNSYLVANIA )
) SS:
COUNTY OF CUMBERLAND )
We, Wayne F. Shade and Helen H. Shade , the
witnesses whose names are signed hereto, being duly qualified according to law, do
depose and say that we were present and saw the Testatrix sign and execute the
instrument as her Last Will and Testament; that the Testatrix signed willingly and
executed it as her free and voluntary act for the purposes therein expressed; that each
subscribing witness in the hearing and sight of the Testatrix signed the Will as a witness;
and that, to the best of our knowledge, the Testatrix was at that time eighteen or more
years of age, of sound mind and under no constraint or undue influence.
-4-
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WAYNE F. SHADE
Attorney at Law
53 West Pomfret Street
Carlisle, Pennsylvania
I 70 13
~..
Sworn to or affirmed and subscribed to before me by
Wayne F. Shade and Helen H. Shade
31st day of July , 2000.
, witnesses, this
~~~
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Notary PU~
Notarial Seal
Connie J. Tritt. Notary Public
Carlisle, Cumberland County
My Commission Expires Oct. 5, 2000,
-5-
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~ __ ~ 1-
STATUS REPORT UNDER RULE 6.12
Name of Decedent: !!1a-;:,~. . _. ,j
Date of Death: I ol.-.:..J~
6J .{./ U-'L,
Will No.
Admin. No .J()-tJ I-I) O~~-'?r
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 K
2. If the answer is No, state when the personal
representative reasonab y believes that the administration will be
complete: --. '0
3 .
r to No. 1 is Yes, state the following:
If
a. Did the personal representative file a final
account with the Court? Yes No
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.
Date: 1- t- [)?
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el. No.
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type or print)
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Address
Capacity:
Personal Representative
L-
Counsel for personal
representative
(MAH:rmf/AM3)
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
..
Date: 11/05/2002
BEVERLY C GREENWALD
506 DARLA ROAD
MECHANICSBURG, PA 17055
RE: Estate of BIERER MARGARET J
File Number: 2001-00058
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 12/19/2002
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
D~ In tJtb--1 d
MARY C. LEWIS
REGISTER OF WILLS
cc:
JFile
Counsel
Judge
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JRD/June 30, 1992/17858
,.JAN 0 7 2Q03~
Estate No.: 21-2001-0058
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
In Re: Estate of Margaret J. Bierer
Late of South Middleton Township
NO. 21-2001-0058
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative:
Counsel for Personal Representative: James D. Flower, Jr., Esquire
Date of Decedent's Death: 12-19-2000
Date of Delinquency Notice: 11-05-2002
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 6.12,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common Pleas of Cumberland County, that neither the above named personal representative nor
the above named counsel for the personal representative have filed with the Register of Wills or
Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, was given by the Register of Wills on 11-05, 2002, and that the ten (10)
day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the
Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a
hearing to determine whether sanctions should be inlposed upon the delinquent personal
representative or counsel for the delinquent personal representative.
Date: 01-07-2003
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
31'( ~" ) 9, \ 3 (/ /J..H1.,
A hearing is scheduled for at in Courtroom No.3. If the Status Report is filed
prior to the hearing date, the hearing will automatically be cance
e:-
CERTIFICATION OF NOTICE UNDER RULE 5.6@l
Name of Decedent:
MARGARET J. BIERER
Date of Death:
December 19, 2000
Estate No.:
21-01 - 0058
To the Register:
I certify that notice of the beneficial interest estate administration required by Rule
5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries
of the above-captioned estate on February 1,2001.
Name
Address
Paulette K. Martin
506 Daria Road
Mechanicsburg, PA 17013
2245 South East 175th Terrace Road
Silver Springs, Florida 34488
Theodore E. LaDane
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None
Date: February , 2001
Name
Address
James D. Flower, Jr.
26 West High Street
Carlisle, PA 17013
-..
i
Telephone (717) 243-6222
Capacity:
_ Personal Representative
~ Counsel for Personal Representative
04-23-2001
BIERER
12-19-2000
21 01-0058
CUMBERLAND
101
~T9 jiHad
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 ~
RE-v=i547-ixAFP--fi'2-':ool--NOy-iCi--oF-i:1iHEifiTAifcE-TAi-]rpPR]rfsEiiENT~--Ai.ioWAifcE-irR-----------------
DISALLO~ANCE O~ DEDUCTIONS ANn ASSESSMENT OF TAX
MARGARET J FILE NO. 21 01-0058 ACN 101
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
JAMES D FLOWER
SAIDIS ETAL
26 W HIGH ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17013
ESTATE OF
BIERER
,
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REV-1S'7 EX AFP (12-DO>
MARGARET
J
CHANGED
DATE 04-23-2001
IT an assessment was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and lQ will
reTlect Tigures that include the total oT ALL returns assessed to date.
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 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
TAX RETURN WAS: (X) ACCEPTED AS FILED ,(
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedul~ B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule G)
8. Total Assets
.00
.00
.00
.00
128,143.19
.00
.00
(8)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule Il
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)
20,316.48
11,734.82
(11)
(12)
-dU-U3)-
(14)
NOTE:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax paYllent.
128,143.19
32.051 30
96,091.89
.00
96,091.89
(15)
(16)
(17)
(18)
.00 X 00 = .00
96,091.89 X 045 = 4,324.14
.00 X 12 = .00
.00 X 15 = .00
(19)= 4,324.14
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-16-2001 AA478165 215.61 4,096.56
PAYMENT MUST BE MADE BY 09-19-2001*. TOTAL TAX CREDIT 4,312.17
BALANCE OF TAX DUE 11.97
-- INTEREST AND PEN. .00
TOTAL DUE 11.97
* 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'. (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
16'--,dtJd ~ 1
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
JAMES D FLOWER JR ESQ
SAIDIS ETAL
26 W HIGH ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-08-2001
BIERER
12-19-2000
21 01-0058
CUMBERLAND
101
<.;1- oM.
/0~
REV-1547 EX AFP (lZ~OO)
MARGARET
J
Allount Rellitted
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 ~
RE-Y =iS4j-iif-AFP-fi'2-:offi-Noi"-ici-OF-'rtiHiifiTANci-i"-AX-A-PPRA-isiMENY-,--ALi-oWANCi-oi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BIERER MARGARET J FILE NO. 21 01-0058 ACN 101 DATE 10-08-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (IS)
16. Allount of Line 14 taxable at Lineal/Class A rate (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 CREDITS:
.00 X 00 = .00
101,234.66 X 045 = 4,555.56
.00 X 12 = .00
.00 X 15 = .00
(19)= 4,555.56
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
s. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
NO. 01
RETURN
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
5,157.77
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
15.00
.00
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
5,157.77
15 00
5,142.77
.00
101,234.66
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-16-2001 AA478165 215.61 4,096.56
05-02-2001 AA496543 .00 11.97
INTEREST IS CHARGED THROUGH 10-23-2001 TOTAL TAX CREDIT 4,324.14
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 231.42
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.94
TOTAL DUE 233.36
. 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" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REY-1547 EX AFP Cl2-0')
JAMES D FLOWER JR ESQ
SAIDIS ETAL
26 W HIGH ST
CARLISLE PA 17013
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
10-08-2001
BIERER
12-19-2000
21 01-0058
CUMBERLAND
101
MARGARET
J
Allount Rellitted
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 ~
RE-y=is"4-j-e:X--AFP--fi"2-':ooi--NoTIce:--OF-.rNHEifiTAifcE-TAX-A-PPRA-isEiiENT-:--AL'rOWAifci-cfR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BIERER MARGARET J FILE NO. 21 01-0058 ACN 101 DATE 10-08-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
ESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
PPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL 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
NO. 01
.00
.00
.00
.00
5,157.77
.00
.00
(8)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this form with your
tax payment.
5,157.77
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad... Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage liabilities/liens (Schedule Il (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
15.00
.00
(11)
(12)
(13)
(14)
Iii 00
5,142.77
.00
101,234.66
NOTE: IT an assessment was issued previously, lines
reTlect Tigures that include the total aT ALL
ASSESSMENT OF TAX:
15. Allount of line 14 at Spousal rate (15)
16. Allount 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:
14, lS and/or 1&, 17, 18 anc 19 will
returns assessed to date.
.00 x 00 =
101" 234.66 x 045 =
.00 x 12 =
.00 x 15 =
(19)=
.00
4,555.56
.00
.00
4,555.56
~
PAYHENT RECEIPl DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-16-2001 AA478165 215.61 4,,096.56 3
05-02-2001 AA496543 .00 11.97
I
INTEREST IS CHARGED THROUGH 10-23-2001 TOTAL TAX CREDIT 4,324.14 I
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 231.42/
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.94
TOTAL DUE 233.36
* 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" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
,
QQMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV~ 1162 EX( 11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
FLOWER JAMES 0 JR
26 WEST HIGH STREET
CARLISLE, PA 17013
~------- fold
ESTATE INFORMATION: SSN: 201-16-6745
FILE NUMBER: 21-2001- 0058
DECEDENT NAME: BIERER MARGARET J
DATE OF PAYMENT: 08/29/2001
POSTMARK DATE: 0010010000
COUNTY: CUMBERLAND
DATE OF DEATH: 12/19/2000
NO. CD 000211
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $231 .42
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$231.42
REMARKS: BEVERLY GREENWELD
CIO JAMES 0 FLOWER JR
CHECK#10
SEAL
INITIALS: PB
RECEIVED BY:
TAXPAYER
MARY C. LEWIS
REGISTER OF WILLS
4-02002-Y
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REV-16D7 EX AFP Cl2-00)
JAMES D FLOWER JR ESQ
SAIDIS ETAL
26 W HIGH ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-15-2001
BIERER
12-19-2000
21 01-0058
CUMBERLAND
101
MARGARET
J
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
NOTE: To insure proper credit to your accountl subllit the upper portion of this form with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-V =i6o-,-ix--AFP-fi'2-:oiff------...--iNHERITANc'E-YAX--s;-jrfEMENY-O,:-ACCouirf--...------------------ ---
ESTATE OF BIERER MARGARET J FILE NO.21 01-0058 ACN 101 DATE 10-15-2001
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 DUEl APPLICATION OF ALL PAYMENTSI THE CURRENT BALANCEI AND~ IF APPLICABLE~
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-08-2001
P R I NC I PAL TAX DU E : ...........................................................................................................................................................................................................................
41555.56
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-16-2001 AA478165 215.61 4~096.56
05-02-2001 AA496543 .00 11.97
08-29-2001 CDOO0211 .00 231.42
TOTAL TAX CREDIT 4~555.56
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IF PAID AFTER THIS DATEI SEE REVERSE TOTAL DUE .00
.
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $l~
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. )
'\, /~-~~--Y
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG I PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
9/
c-'
7
'*
REV-IU7 EX AFP 02-00)
JAMES D FLOWER
SAIDIS ETAL
26 W HIGH ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-21-2001
BIERER
12-19-2000
21 01-0058
CUMBERLAND
101
MARGARET
J
Allount Rellitted
f-.
PA 1701i
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REv=i6'ifj-Ex-AFP-fi'2.:0tff------...-iNHiRITANCE-YAX-STiffEMENY-ifF'-ACCOUiiy--.-..---------------------
ESTATE OF BIERER MARGARET J FILE NO. 21 01-0058 ACN 101 DATE 05-21-2001
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: 04-16-2001
P R I N C I PAL TAX DUE: ..........................................m...............................m............................................................................................................................................
4,324.14
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-16-2001 AA478165 215.61 4,096.56
05-02-2001 AA496543 .00 11.97
TOTAL TAX CREDIT 4,324.14
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 PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A ..CREDIT" (CR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
\//6' -- -:JG'J':J/ ~- r:;
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-23-2001
BIERER
12-19-2000
21 01-0058
CUMBERLAND
101
JAMES D FLOWER
SAIDIS ETAL
26 W HIGH ST
CARLISLE
PA 17013
s( ~
c/
REY-1547 EX AFP (12-00)
MARGARET
J
Amount Remitted
CHANGED
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
128,143.19
.00
.00
(8)
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 ~
REv=i54j-E)f-AFP--(i2-':O(ff-NO~ficE--oF-i-tiHEifi;:ANCE-T-Ai-APPRAisEi'-ENT~--Aii-oWAiicE-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BIERER MARGARET J FILE NO. 21 01-0058 ACN 101 DATE 04-23-2001
T AX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
(9)
(10)
20,316.48
11,734.82
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
128,143.19
32.051 30
96,091.89
.00
96,091.89
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Amount of Line 14 at Spousal rate (IS)
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:
.00 X 00 = .00
96,091.89 X 045 = 4,324.14
.00 X 12 = .00
.00 X 15 = .00
(19)= 4,324.14
(Schedule J)
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-16-2001 AA478165 215.61 4,096.56
PAYMENT MUST BE MADE BY 09-19-2001~. TOTAL TAX CREDIT 4,312.17
BALANCE OF TAX DUE 11.97
INTEREST AND PEN. .00
TOTAL DUE 11.97
~ 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" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
FLOWER JAMES D JR
26 WEST HIGH STREET
CARLISLE, PA 17013
__n____ fold
ESTATE INFORMATION: SSN: 201-16-6745
FILE NUMBER: 21-2001- 0058
DECEDENT NAME: BIERER MARGARET J
DATE OF PAYMENT: 08/29/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 12/19/2000
NO. CD 000211
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $231.42
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$231.42
REMARKS: BEVERLY GREENWELD
C/O JAMES D FLOWER JR
CHECK#10
SEAL
INITIALS: PB
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX( 11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
FLOWER JAMES 0 JR
26 WEST HIGH STREET
CARLISLE, PA 17013
-------- fold
ESTATE INFORMATION: SSN: 201-16-6745
FILE NUMBER: 21-2001- 0058
DECEDENT NAME: BIERER MARGARET J
DATE OF PAYMENT: 10/12/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 12/19/2000
NO. CD 000379
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1 .94
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$ 1 .94
REMARKS: JAMES FLOWER JR ESQUIRE
CHECK# 2063
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (71 7) 240 - 6345
Date: 11/10/2004
BEVERLY C GREENWALD
506 DARLA ROAD
MECHANICSBURG, PA 17055
RE: Estate of BIERER MARGARET J
File Number: 2001-00058
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 12/19/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~.~I~
GLENDA FARNER'STRAS6lUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
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