HomeMy WebLinkAbout04-1060 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Elizabeth M. Henckel No. 3 / -- D q - /6 6 0
also known as Betty Henckel To:
Sa~-~h R_ Mt~"ri .q (maiden name I Register of Wills for the
· Deceased. County of C~mh~r] ant'] in the
Social Security No. 2 0 7 - 2 2 - 0 9 5 8 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 executz-rix Ruby D. Weo. l~alned
in the last will of the above decedent, dated 6 [ 1 13 / O 0 ,19.__
and codicil(s) dated ! ! / ! / 0 0
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberlarl0 County, Pennsylvania, with
t~._r_~ last family or principal residence at ~Pht~rwa ] d Nuts inq Home
a.~2 Wa!n,-'-t ~m ~=~ P~]~le P~ ~7013
(list street, number and muncipality)
Decendent, then 9 6 years of age, died ~ 0 / 2 6 / 0 4 ,19
at Thornwald Nursing Home, Carlisle, PA '
Except as follows, decedent did not marry, was not divorced 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:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) 3.11 personal property $ ~ ~ r~ ^,~ ,,,,
(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: none
WHEREFORE, petitioner(s) respectfully request(s) the probate of the~i willclind codicil(s)
pre~ented herewith and the grant of letters Testamentary
theron. (testamentary; administration c.t.h.; administr~ion d.b.n.c.t.a.)
RU D 2~ Weeks .::.
~ 211 Echo Road
Carlisle, PA 17013
3o
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 3
COUNTY OF Cumberland ~ 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 khowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
?, .
Sworn to.or affirmed,..0o_cl subscribed ~ ~<-Q:.c.~-'~-r.- .... d.~L~Gzy~'~
bef~o~e me q~is ] tYr'u day of ~'
Estate of Elizabeth M. Henckel , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW 19~., in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated 6/1 8/90 and 1 I /1 /00
described therein be admitted to probate and filed of record as the last will of E 1 ± z abeth
M. Henckel ;
and Letters Testamentary
are hereby granted to Ruby D. Weeks
FEES
Probate, Letters, Etc .......... $ Ruby D, Weeks, Esquire23901
Short Certificates( ) .......... $_ ATTORNEY (Sup. Ct. I.D. No.)
Renunciation ................ $. 10 W~ Hiqh Street: Carlisle, PA 1701~
$. ADDRESS
TOTAL __ $. 71 7-243-1 294
Filed ................................... PHONE
:.trot t!~c information hcrc given is correctly copied from an ()rieinal certificate of death duly filed with me
Thc tu'iginal ccrlificatc will be lbrwarded Iii lhe State Vital Ret?orals Office for permanent filing.
WAFINING: It is illegal to duplicate this copy by photostat or photograph.
Fcc for this certificate, $2.00
/~ ~/ ~~ '[~X Local Registrar
10783450
No.
Date
H105.143 Rev. 2/87
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS
WPE~R,*T CERTIFICATE OF DEATH
PERNb {EN? NAME OF OECEDENT (First, Middle, Lest) STATE FILE NUMBER
SEX I SOCIAL SECURITY NUMBER I DATE OF DEATH (M~th. Day, Year)
SLA~ IN. ~. Elizabeth M. Henckel
A~EILa"'aln~aV) I UNDE.,¥E^R a. 207 -- 22 -- 0958 4.
DECEDENTS USUAL OCCUPATION ' I ~, ' 10.
~Librariaa v,,~ No~ Eiemenm./S~o~. ] College 0~
DECEDENPS~ILINGADDRESS(Stmet, Ci~.State, ZipCode) DECEDENTS t4. ~dO~ 15.
· homwald B~ 17 13 RESIDENCE d~ent 17¢. ~ Yes, d~entllv~ln
~2 Walnu~ ~t~ Rd., ~rl~s~e, PI (s. id~,~, ,~. ~. ~
18. ~e~ ~. ~8 MO~E~SN~E(Fi~LM~dle, Ma~enSuma~)
INFORM~S N~E (T~P~t) ". de~ie Sn~d
z0= Hen~ S. W~ INFerNOS ~ILING ADDR[SS (S~t, Ci~. Slate, ~p
2Ob. 211 Echo Rd.t ~rlisle/ PA 17013
~ 3~atbnq BuHaISCr.,a.~,~ ..... r~mSmleS ~ ~': 5, 2~4 21c. Lon~w~ Ce~te~ 21,.Kennett ~are, PA 193~
~ ~ 21a. Other (S~c~) .,, ~ h.m. or Om.r Pla~
~ SIG'I'E OF FUNE' SERV'CE LI.ENSEE OR PERSON ACT,NG AS SUCH J J
- /"~(Y~ ~ ~;o o~7~ LICENSE NUMBER N~EANDADO"~SOFFACIL,~ Hoffmn-Roth ~eral H~e
~' / I (Month.~y. year
i~e~ 24-26 must be ~plel~ b.. 123a. '-[~"~ ri ' r~
'MMEDIA~ CAUSE (Final ~ ( ..tewar.--r not resulUng in .. unde~ng .... given in P~T L
. ~dent ~ Pending m.s,ga,on ~ Yes ~ .o ~
g ,
31amannerass~ted ...................................................................................................................................................... ~ m27k~" ~ ' , ,. , ~. , -
CODICIL TO WILL OF
ELIZABETH M. HENCKEL DATED JUNE 18, 1990
And Now, this FIRST day of NOVEMBER, 2000,
I, Elizabeth M. Henckel, of Borough of Carlisle, Cumberland County, Pennsylvania,
declare this to be the first codicil to my will dated June 18, 1990.
I hereby amend my will dated JUNE 18, 1990, to change Paragraph Seventh from:
I hereby give, devise, and bequeath all of my estate, of whatsoever kind and nature, and
wheresoever located, in equal shares to The Bosler Free Library, Carlisle, Pennsylvania, and the
retirement home in which I reside. In the event I die before removing myself to a retirement home,
all of my estate, of whatsoever kind and nature and wheresoever located, I give, devise, and
bequeath to the Bosler Free Library, Carlisle, Pennsylvania..
and to add the following bequests to Paragraph Seventh:
I hereby give, devise and bequeath in equal shares to the Bosler Free Library, 158 West
High Street, Carlisle, Pennsylvania to be used to purchase and maintain children's books; to the
Thornwald Home, 442 Walnut Bottom Road, Carlisle, Pennsylvania; to the First United Church
of Christ, 30 North Pitt Street, Carlisle, Pennsylvania; and to Gail Carberry, 52 Knoll Lane,
Newville, Pennsylvania.
It is my further intent that any successor bank to Farmer's Trust ComPany shall serve ~.my
alternate executor.
In all other respects, I do hereby ratify and confirm my will dated June 1~:1990.
Signed, by Elizabeth M. Henckel testatrix, as and for a codicil to her will d. ated June 18,
· 1990 in the presence of us who, at her request, in her presence, and the presence of eabh other have
f?~ signed our names as witnesses.
We, Elizabeth M. Henckel, testatrix and the undersigned witnesses to the codicil, the
attached or foregoing instrument, who have signed the instrument, having been qualified according
to law do depose and say:
(a) that I, the testatrix do hereby acknowledge that I signed and executed the instrument
as a codicil to my will, that I signed it willingly and as my free and voluntary act for the purposes
therein expressed; and
(b) that we, the witnesses, were present and saw the testatrix execute the instrument as
her codicil, that she signed it willingly and executed it as her free and voluntary act for the purposes
therein expressed; that each of us in the hearing and sight of the testatrix signed the codicil as a
witness and that to the best of our knowledge the testatrix signed the codicil as a witness and that
to the best of our knowledge the testatrix was at that time 18 or more years of age, of sound mind
and under no constraint or undue influence.
Elizabeth. Henckel
Witness
Witness
Witn~ess~
Sworn and subscribed to ~ .......
before me this ~ day c. al~ot - ne'~a~t~--~"~
Notary Public
[~_.IZABETll H. It[NC[EL
I, ELIZABETH M. HENCKEL (widow), of the Borough of Carlisle,
Cumberland County, Pennsylvania, being of sound mind, memory and
disposition, do hereby make, publish and declare this my Last Will and
Testament, hereby revoking and making void all previous Wills and Codicils
made by me.
FIRST
I direct the payment from my estate of my debts and the expenses of
my last illness and funeral as soon after my death as conveniently may be
done. I authorize my personal representative to cause title to or
ownership of my cemetery lot at Longwood Cemetary, Kennet~Square,
Pennsylvania to be vested in such person as my personal representative
shall designate. This is my family plot and I direct that after my
decease, my body be interred next to my parents.
I direct that any and all inheritance, estate, and transfer taxes
imposed upon my estate passing under my Will or otherwise shall be paid by
my estate.
Page 1 of 4
T~IR~
I nominate and appoint Ruby D. Weeks, Esquire, as Executrix of this
my Last Will and Testament; and in the event she is unable to serve for
any reason, I nominate and appoint Farmer's Trust Company, One West High
Street, Carlise, Pennsylvania, as Executor.
I direct that my personal representative shall not be required to
give bond for the faithful performance of her duties in any jurisdiction.
I authorize my Executrix to sell, with or without notice, at either
public or private sale, and to lease any property belonging to my Estate,
subject only to such confirmation of Court as may be required by law, and
to compromise claims. $IX"I~
I authorize and empower my Executrix to sell, convey, pledge, or
mortgage by proper instrument therefore, for such prices and on such terms
and conditions as said Executrix may deem best, any and all real and
personal property which I may leave, without any judicial decree or other
enabling authority.
I hereby give, devise, and bequeath all of my estate, of whatsoever
kind and nature, and wheresoever located, in equal shares to The Bosler
Free Library, Carlisle, Pennsylvania, and the retirement home in which I
reside. In the event I die before removing myself to a retirement home,
all of my estate, of whatsoever kind and nature and wheresoever located, I
Page 2 of 4
give, devise, and bequeath to the Bosler Free Library, Carlisle,
Pennsylvania.
IN WITNESS WHEREOF, I hereunto set my hand and seal this 1~*~ day
of ~-~n~ , 1990.
E~~(SEAL)
Testatr-lx
COMMONWEALTH OF PENNSYLVANIA :
: SS
COUNTY OF CUMBERLAND :
We, ELIZABETH M. HENCKEL, ~.~. ~ ~5 ¥~ ~-~ , --[~ ~
, and ~_z~ ~ ~ , Testatrix and the
witnesses, respectively, whose names are signed to the attached or
foregoing instrument, being first duly sworn, do hereby declare to the
undersigned authority that the Testatrix signed and executed the
instrument as her Last Will and Testament, and she had signed willingly
and that she executed it as her free and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the presence and
hearing of the Testatrix, signed the Will as witness and that to the best
of their knowledge, the Testatrix was at that time eighteen years of age
or older, of sound mind, and under no constraint or undue influence.
Testatrix
Page 3 of 4
' " " ~ · ' ,,.. .L ~ ~ /' -'
~. ~.~ ~..\.~'i-:bi ~..~_tiZ.~O--~ residing at '
Witness
Witness .... "' '~'~ ~"- ' -
~
,,I - ,, / , ....
Witne,~
Subscribed, sworn to and acknowledged before me by ELIZABETH M.
HENCKEL, the Testatrix, and subscribed and sworn to before me by
witnesses,
this
day
of
--J~.~ ~ , 1990.
Notary Public
I " N T' ' ' ' ' "' ' '
0 AREAL SEAL
SHARON A~. D~E~,L. ~OTAR~ PUBLIC
CARLISLE B,.,~O, CUmbERLAND COUNTY
Page 4 of 4
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
ELIZABEl'H M. HENCKEL a/k/a BEITY HENCKEL
Date of Death:
OCTOBER 26, 2004
Will No.
2004-1060
Admin. No.
2004-1060
To the Register:
I certify that notice of (beneficial interest) estate administration 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 December 3, 10, 17, 200~
Name
Address
RUBY D. WEEKS,. ESCPIRE
TEN WEST HIGH STREEI', CARLISLE, PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
NOOE
Date: February 23, 2005
"
~
Signature
Name RUBY D. WEEKS, ESQUIRE
Address TEN WEST HIGH STREEI'
CARLISLE, PA 17013
I~:::>
Telephone 717) 243-1294
Capacity: _ Personal Representative
"
,.
_Counsel for personal representative
c
l/'
Name of Decedent:
CERtft'fCATION OF NOTICE UNDER RULE 5.6Ia)
ELIZABETH M. HENCKEL a/k/a BETTY HENCKEL
Date of Death:
OCTOBER 26, 2004
Will No.
2004-1060
Admin. No.
2004-1060
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6.(;!) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on December 3, 200 4 thr~>ugh
March 1, 2005.
Name
Address
Bosler Free Library
158 West High street, Carlisle, PA 170132
Thornwald Home
442 Walnut Bottom Road, Carlisle, PA 17013
,
First United Church of Christ. 30 North Pitt street. Carlisle FA 17013
.
Gail Carberry
52 Knoll Lane, Newville, PA 17241
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
NONF.
Dat~:
March 1, 2005
Signature ~ --<-1 ~ A
\~ d'~ ~,-Q....~
Name RUBY D. WEEKS, ESQUIRE
Address TEN WEST HIGH STREET
L.:::)
C"J
V,1
CARLISLE, PA 17013
Telephone(71~ 741-1794
Capacity: _ Personal Representative
. .
t.'"
_Counsel for personal representative
;>
Cumberland County-~-Reglster or Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 9/14/20D6
WEEKS RUBY D
CUMBERLAND CO CHILDREN SERV
10 W HIGH STREET
CARLISLE, PA 17013
RE: Estate of HENCKEL ELIZABETH M
File Number: 2004-01060
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
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 I, 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 is due by: 10/26/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
~
curnoer.Lana county - H.eglSrE:r U1: w:c.L.Ls-
One Courthouse Square
Carlisle/ PA 17013
Phone: (717) 240-6345
Date: 9/14/2006
WEEKS RUBY D
10 WEST HIGH STREET
CARLISLE/ PA 17013
RE: Estate of HENCKEL ELIZABETH M
File Number: 2004-01060
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
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 is due by: 10/26/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report/ please disregard
this notice.
Sincerely/
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
~
. .
.
COMPLETE THIS SECTION ON DELIVERY
· Complete items 1, 2, and 3. Also complete
item 4 if Restricted Delivery is desired.
· Print your name and address on the reverse
so that we can return the card to you.
· Attach this card to the back of the mailpiece,
or on the front if space permits.
1. Article Ad.ed to:
HEEKS RUBY D
CUMBERLAND CO QU[J)REN SERV
10. W HIGH STRE~S :Cl Hd 8/ ~,ON ~~~~::~ail
CAP'TSLE PA 17013 5~egistered
:~'-1,H 1."\, '-"""'-,.,0 Insured Mail
D. s delivery
If YES, en
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B.
2. Article Number
(Transfer from service label)
PS Form 3811, February 2004
o Express Mail
o Return Receipt for Merchandise
o C.O.D.
2639 0551
4. Restricted Delivery? (Extra Fee)
Domestic Return Receipt
102595-Q2-M-1540 :
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In Re: Estate of
HENCKEL ELIZABETH
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 2004-01060
NOTICE OF FAILURE TO FILE STATUS REPORT
Personal Representative: WEEKS RUBY D
Counsel for Personal Representative: WEEKS RUBY D
Date of Decedent's Death: 10/26/2004
The Orphans' Court record indicates 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, is hereby given by that the you have ten (10) day to file the Status Report.
If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of
such delinquency and the undersigned will requests that a Court conduct a hearing to determine
whether sanctions should be imposed upon the delinquent personal representative or counsel for
the delinquent personal representative.
Date:
11/1/2006
~~~
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Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
Glenda H'~
Clerk oj
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IN RE: ESTATE OF
HENCKEL ELIZABETH
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 2004-01060
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: WEEKS RUBY D
Counsel for Personal Representative: WEEKS RUBY D
Date of Decedent's Death: 10/26/2004
Date of Delinquency Notice:
The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, 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 on the above date 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 imposed upon the delinquent personal
representative or counsel for the delinquent personal representative.
Date:
11/2/2006
~~~
'-
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled Januarv 22. 2007 (Q2 HAM ~
in Courtroom NO.2. If the Status Report is filed prior t e hearin ~'ng will
automatically be cancelled.
v \ o.1~
. Edgar B. Bayley, J. \
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. Complete items 1, 2, and 3. Also complete
item 4 if Restricted Delivery is desired.
. Print your name and address on the reverse
so that we can return the card to you.
. Attach this card to the back of the mailpiece,
or on the front if space permits.
1. Article Addressed to:
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2. Article Number
(Transfer from service label)
PS Form 3811, February 2004
3. ~rvlce Type
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D Return Receipt for Merchandise
DC.a.D.
4. Restricted Delivery? (Extra Fee)
7005 0390 0003 2638 8657
Domestic Return Receipt
102595-02-M-1540 :
UNITED STATE~~~~l~~~G PA 17~ I
~
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· Sender: Please print your name, address, and ZI
~ L\ - \ McO
Glenda Farner Strasbaugh
Register of Wills and L,h:rk of Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, P A 17013
C::;C:2
1111111111111111 II Iii 1111 II1lillllllll, 1I11,lll,lllllllllllI,1
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
I-I.
Name of Decedent: ,~ I ZA B.~ T jl
II ert C'-/:' .PL
Date of Death:
10- ~? ~o </
aOOc:J-OI Ll L 0
Estate No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes 0 No ~
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete: / - .:3/- 0 ?
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 0 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 0 No ~
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.
Signatur~~
lU0r D. Wee,b. E_qtIire
P.O.~397
Caftiak PA 17013
Date:
/1- ~f.o?
Name
Address
Capacity:
~tJ 3 - k)~Y
Telephone No.
~rsonal Representative
o Counsel for personal representative
~
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTy, PENNSYLVANIA
ORPHAN'S COURT DIVISION
ESTATE OF ELIZABETH M. HENCKEL, DECEASED
LATE OF THE BOROUGH OF CARLISLE
FIRST AND FINAL ACCOUNT OF
RUBY D. WEEKS, EXECUTRIX
DATE OF DEATH:
LETTERS GRANTED:
FIRST COMPLETE ADVERTISEMENT OF GRANT OF LETTERS:
ACCOUNT STATED TO:.
Estate of ELIZABETH M.HENCKEL,Deceased
10-26-2004
11-18-2004
12-17-2004
06-08-2007
Summary and Index
Principal
Receipts
Less Disbursements, Administration
Less Disbursements to Debt Payment
Less Distribution to Beneficiaries
Principal Balance Remaining
$100,666.96
$ 9,961.17
$ 9,069.34
81,640.24
($ 3.79)
Real Property
None
Income Receipts
M&T Bank, interest
$3.79
Income Disbursements
Applied to debt
lli1.2.
Income Balance
$-0-
TOTAL RECEIPTS
$100.670.75
TOTAL DISBURSEMENTS
$100,6~"O.75
c;..."":;.)
~~,~
L-
c::
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,-_.......
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Principal Disbursements
Funeral and Administrative
Funeral: Hoffman-Roth Funeral Home
($7,244.40 less $1997.30 prepaid
by deceased)
Administrative: Ruby D. Weeks, Esq. attorney fee
Ruby D. Weeks, Executrix (fee waived)
Register of Wills, Probate costs
Cumberland Co, Law J., advertising
The Sentinel, advertising
Total Funeral and Administrative
DISBURSEMENTS FOR DEBT PAYMENT
Sprint
Cumberland-Goodwill Fire Rescue
Thornwald Nursing Home
M&T Bank: charge $108.94; safe deposit box $15.00)
Pa. Dept. of Revenue, 2004 Taxes
U.S. Treasury, 2004 Taxes
Ibis Appraisal Service
Pa. inheritance tax
Interest on late payment
Total Debt Payment
DISBURSEMENTS TO BENEFICIARIES
Gail Carberry, 52 Knoll Lane, Newville, Pa. (1/4)
Thornwald, United Church of Christ Home
442 Walnut Bottom Road, Carlisle, Pa. (1/4)
Bosler Free Library, (1/4)
158 West High St, Carlisle, Pa.
First United Church of Christ (1/4)
30 N. pitt St., Carlisle, Pa.
Total Disbursements to Beneficiaries
TOTAL PRINCIAL DISBURSEMENTS
Total Income Receipts
Interest, M&T account
Total Income Disbursements
Applied to debt above
- 3 -
$5247.10
4,219.48
290.00
75.00
129.59
$ 9,961.17
17.25
407.00
740.50
123.94
2,493.00
1,136.00
90.00
3,180.81
880.84
$ 9,069.34
$18,024.22
21,205.34
21,205.34
21.205.34
$81,640.24
$100,666.96
3.79
3.79
-0-
Principal Disbursements
Funeral and Administrative
Funeral: Hoffman-Roth Funeral Home
($7,244.40 less $1997.30 prepaid
by deceased)
Administrative: Ruby D. Weeks, Esq. attorney fee
Ruby D. Weeks, Executrix (fee waived)
Register of Wills, Probate costs
Cumberland Co, Law J., advertising
The Sentinel, advertising
Total Funeral and Administrative
DISBURSEMENTS FOR DEBT PAYMENT
Sprint
Cumberland-Goodwill Fire Rescue
Thornwald Nursing Home
M&T Bank: charge $108.94; safe deposit box $15.00)
Pa. Dept. of Revenue, 2004 Taxes
U.S. Treasury, 2004 Taxes
Ibis Appraisal Service
Pa. inheritance tax
Interest on late payment
Total Debt Payment
DISBURSEMENTS TO BENEFICIARIES
Gail Carberry, 52 Knoll Lane, Newville, Pa. (1/4)
Thornwald, United Church of Christ Home
442 Walnut Bottom Road, Carlisle, Pa. (1/4)
Bosler Free Library, (1/4)
158 West High St, Carlisle, Pa.
First United Church of Christ (1/4)
30 N. pitt St., Carlisle, Pa.
Total Disbursements to Beneficiaries
TOTAL PRINCIAL DISBURSEMENTS
Total Income Receipts
Interest, M&T account
Total Income Disbursements
Applied to debt above
- 3 -
$5247.10
4,219.48
290.00
75.00
129.59
$ 9,961.17
17.25
407.00
740.50
123.94
2,493.00
1,136.00
90.00
3,180.81
880.84
$ 9,069.34
$18,024.22
21,205.34
21,205.34
21.205.34
$81,640.24
$100,666.96
3.79
3.79
-0-
Income Distributions to Beneficiaries
None
Unpaid Debts
None
Date:
fR-~7
we@x:=:
Ruby D.
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
Ruby D. Weeks, Executrix, being duly sworn according to law, does depose
and say that the Account as stated is true and correct and that the Grant of
Letters and the first complete advertisement thereof occurred more than four (4)
months before the filing of the Account.
RUbY~
Sworn to and subs~bed to
befrS ~ day
of , 2007.
~x~
NOTARIAL SEAL
.~.~ BONNIE L COYlE, NOrMY PUBLIC
i , BORO OF CARLISlE. CUMBERl.ANC.0. PA
~ .iIlY COMMISSION EXPIReS OCTOBER 17.2010
- 4 -
ESTATE OF ELIZABETH M. HENCKLE, Deceased
LATE OF THE BOROUGH OF CARLISLE
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 21-04-1060
DATE OF DEATH: October 26, 2004
Schedule of Distribution for Estate
of Elizabeth M. Henckel. Deceased
The following schedule of distribution is furnished in accordance with the
terms of the will and codicil of Elizabeth M. Henckel
Balance shown by the account
Less reserve
Balance for distribution
-0-
$81,640.24
Which balance is awarded as follows:
1.
2.
3.
4.
Gail Carberry
Thornwald United Church of Christ Home
First United Church of Christ
Bosler Free Library
$18,024.22
21,205.34
21,205.34
21,205.34
There are no debts of the estate, including inheritance tax, which remain
unpaid, and no additional income has been received.
I hereby certify that the above Schedule of Distribution is true and
correct.
~~
~~
Ruby D. Wee , Esquire
Attorney for Estate of Elizabeth M.
P. O. Box 397
Carlisle, PA 17D13
(717) 243-1294
Henckel
COMMONWEALTH OF PENNSYLVANIA
: ss
COUNTY OF CUMBERLAND
Ruby D. Weeks, personally appeared before me, a Notary Public in and for the Commonwealth and County
aforesaid, the under-signed, being duly sworn according to law, deposes and says that the facts set forth in the foregoing
Schedule of Distribution are true and correct.
-~
Sworn to and subtyribed to
b re me this ~ day
o 2007.
x~
NOTARIAL. SEAL
BONNIE L. COYlE. NOTARY PUBUC
BORO OF C/IRUSLE. CUMBERlAND CO. PA
MY COMMISSION EXPIRES OCTOBER 17. 2010
STATUS REPORT UNDER RULE 6.12
Date of Death:
Gli2A?'~r /I A, J~ck/e
lo-J' ~.J.bOf
Name of Decedent:
Will No.
Admin. No. ~/- 01- /0"0
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 )C _ 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 X 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' Co~rt and may be attached to this report.
Date: {,- 3'07 f).L.~~
Signatu~~,v .
\<tA.~~ 'b. Week 5
Name (Plea~e type or print)
'pO CD~ 3'17
Address
'''8
. , .. . .....J;\\ I
ltitiC~(I S,N\tPdbO
jO >l83lJ
("1/7) ~ ~ 3 -( J..9f
Te 1. No.
Capacity:
X Personal Representative
X Counsel for personal
representative
s Z : \ ~d \ \ NOr LQill
( MAH :. rm~ /.pj{3
~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
I.'W l-'Lr 1"1 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
WEEKS RUBY D
10 WEST HIGH STREET
CARLISLE, PA 17013
.------- fold
ESTATE INFORMATION: SSN: 207-22-0958
FILE NUMBER: 2104-1060
DECEDENT NAME: HENCKEL ELIZABETH M
DATE OF PAYMENT: 06/11/2007
POSTMARK DATE: 06/11/2007
COUNTY: CUMBERLAND
DATE OF DEATH: 10/26/2004
NO. CD 008275
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $4,061.66
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 7236
SEAL
INITIALS: AJW
RECEIVED BY:
REGISTER OF WILLS
$4,061.66
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
.-J
15056051047
REV-1500 EX (06-05)
PA Department of Revenue .
Bureau of Individual Taxes
PO BOX 280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
File Number
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Date of Birth
Decedent's Last Name Suffix
Decedent's First Name
MI
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
_ 1. Original Return
c:::)
4. Limited Estate
c:::)
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
c:::)
2. Supplemental Return
c:::)
c:::)
c:::) 4a. Future Interest Compromise (date of
death after 12-12-82)
c:::) 7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
c:::) 10. Spousal Poverty Credit (date of death c:::) 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT _ THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Tele hone Number
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
-.L
8. Total Number of Safe Deposit Boxes
-
REGISTE~ WILLS
:0
<~O
jt~ ~8
en ;>-::.
("'>0 ~
,0 '~l ::E:
:::.1
N
N
Correspondent's e-mail address:
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.
SIGNATURE Ot:!RSON ~~ FILING RETURN DATE t "';1"07
ADDRESS l>~ & 'Jl ;3'17 Gu-I,~ Ie. Po-
/7013
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
Side 1
L
15056051047
15056051047
.-J
~
-...J
REV-1500 EX
Decedent's Name:
RECAPITULATION
15056052048
1. Real estate (Schedule A). ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1.
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3.
4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5.
6. Jointly Owned Property (Schedule F) c:::) Separate Billing Requested . . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) c:::) Separate Billing Requested.. . . . . .. 7.
8. . Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8.
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)................................... 11.
Decedent's Social Security Number
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13.
14. Net Value Subjectto Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0_
16. Amount of Line 14 taxable
at lineal rate X.O_
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
15.
16.
17.
18.
19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
c:::)
dl/JD- --A
~O- r
~~ f\~
_52048
Side 2
15056052048
-...J
REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME t; II' '%-, tf ft1. Ii eM c.kl e.
~~-~-------------~-eET - -~-----_ ____________
STREETA~~RESS __ ~W~_ ~__ ~~ ~_,g_~J)~t-M'Dh\e
'b+~ uid/lb T__~_~1/-p n1___~ ~!__=~n _~~--
rL ,~ I D 7 '2 STATET ZIP
UU'~/J .r A.- ) 0 ,.......
File Number
CITY
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
3Ito.! I
3.
Interest/Penally if applicable
D. Interest
E. Penally
Total Credits (A + B + C ) (2)
_'iS~J~ _
4.
------.--------------------- Total Interest/Penalty ( 0 + E )
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund.
(3)
(4)
(5)
(5A)
(5B)
~~o. fS-
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.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
tft!Jb /. 'h
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 ~
c. retain a reversionary interest; or.......................................................................................................................... 0 ~
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [MJ
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 fifI
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 [2g
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.
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 three (3) percent [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 zero (0) percent
[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 zero (0) percent [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 four and one-half (4.5) percent, except as noted in
72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [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.
REV- 1 502~ + (6-98)
''*
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing
buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be
disclosed on Schedule F.
ITEM
NUMBER
1.
TOTAL (Also enter on line 1, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$0.00
REV-,503EX + (6-98)
.,*
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
21-04-1060
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
TOTAL (Also enter on line 2, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$17,862.31
REV.1504 EX + (6-98)
SCHEDULE C
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
CLOSELY-HELD CORPORATION,
PARTNERSHIP or SOLE-PROPRIETORSHIP
ESTATE OF
FILE NUMBER
21-04-1060
Schedule C-1 or C-2 (Including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See
instructions for the supporting information to be submitted for sole-proprietorships.
ITEM
NUMBER
1.
TOTAL (Also enter on line 3, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$0.00
t(t:.V.-I~::X:^"'lb--t:lCS)
'*'
SCHEDULE C-1
CLOSELY-HELD CORPORATE
STOCK INFORMATION REPORT
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX. RETURN
RESIDENT DECEDENT
City
FILE NUMBER
.;t'~ov- /Df"p
ESTATE OF
1.
Address
State of Incorporation
Date of Incorporation
Tot a I
Number
2.
3.
Type of Business
Product/Service
STOCK
Common
Preferred
4.
Provide all rights and restrictions pertaining to each class of stock.
Was the decedent employed by the Corporation? II Yes
If yes, Position
6. Was the Corporation indebted to the decedent?
7.
If yes, provide the amount of the Indebtedness
Was there life Insurance payable to the corporation upon the death of the
II No
Annual Salary
Time Devoted to Business
5.
Owner of the polley
8. Did the decedent sell or transfer stock of this company within one year prior to death or within two years if the date of death was prior to
III Yes II No If yes, Number of Shares
Transferee or Purchaser Date
9.
Attach a separate sheet for additional transfers and/or sales
Was there a written shareholder's agreement in effect at the time of the decedent's death?
III Yes
II No
If yes, provide a copy of the agreement.
10. Was the decedents stock sold? III Yes II No
If yes, provide a copy of the agreement of sale, etc.
11. Was the corporation dissolved or liquidated after the decedent's death? II Yes II No
If yes, provide a breakdown of distributions received by the estate, Including dates and amounts received.
12. Did the corporation have an interest In other corporations or partnerships? 1'1 Yes II No
If yes, report the necessary Information on a separate sheet, including a Schedule C-1 or C-2 for each Interest.
A. Detailed calculations used In the valuations of the decedent's stock.
B. Complete copies of financial statements or Federal Corporate Income Tax returns (Form 1120) for the year of death and 4 preceding years.
C. If the corporation owned real estate, submit a list showing the complete address/es and estimated fair market value/s. If real estate
appraisals have been secured, attach copies.
D. List of principal stockholders at the date of death, number of shares held and their relationship to the decedent.
E. List of officers, their salaries, bonuses and any other benefits received from the corporation.
F. Statement of dividends paid each year. List those declared and unpaid.
G. Any other Information relating to the valuation of the decedent's stock.
(If more space is needed, Insert additional sheets of the same size)
Kt;.V.1::.u1 t:.Jt.+(ti4JIS)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
ESTATE OF
HENCKEL, ELIZABETH M.
FILE NUMBER dJ./r-C4 - /0'0
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
TOTAL (Also enter on line 4, Recapitulation)
(If more space is needed, Insert additional sheets of the same size)
$0.00
REV-15G8 EX . (8-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
HENCKEL, ELIZABETH M.
FILE NUMBER
21-04-1060
Include the proceeds of litigation and the date the proceeds were received by the estate.
Ail property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
TOTAL (Also enter on line 5, Recapitulation)
(If more space Is needed, Insert additional sheets of the same size)
$82,808.44
REV-1509 EX + (6-98)
'*'
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HENCKEL, ELIZABETH M.
FILE NUMBER
21-04-1060
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(SI NAME
ADDRESS
RELATIONSHIP TO DECEDENT
JOINTLY -OWNED PROPERTY:
ITEM
NUMBER
DESCRIPTION OF PROPERTY
Include name of financial Institution and bank account number or similar Identifying number.
Attach deed for Jointly-held real estate.
TOTAL (Also enter on line 6, Recapitulation)
(If more space Is needed, Insert additional sheets of the same size)
$0.00
REV.1510 EX + (8-88)
'*
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
'INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HENCKEL, ELIZABETH M.
FILE NUMBER
21-64-1060
This schedule must be completed and filed If the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER.
ATTACH A COPY OF THE DEED FOR REAL ESTATE.
TOTAL (Also enter on line 7, Recapitulation) $0.00
(If more space Is needed, insert additional sheets of the same size)
REV-1511 EX + (12-89)
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HENCKEL. ELIZABETH M.
FILE NUMBER
21-04-1060
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A
1.
2.
3.
4.
5.
6.
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, Insert additional sheets of the same size)
$9,961.17
REV-1512 EX + (12.03)
'*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HENCKEL, ELIZABETH M.
FILE NUMBER
Record debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$5,007.69
REV-1513 EX + (9-00))
'*
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HENCKEL, ELIZABETH M.
FILE NUMBER 21-04-1060
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions,
and transfers under Sec. 9116 (a) (1.2)]
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
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)
$63,616.02
REV-1514EX + (12.03)
'*
SCHEDULE K
LIFE ESTATE, ANNUITY
& TERM CERTAIN
(Check Box 4 on Rev-1500 Cover Sheet)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HENCKEL, ELIZABETH M.
FILE NUMBER
21-04-1060
This schedule is to be used for all single life, joint or successive life estate and term certain calculations. For dates of death prior to 5-1-89,
actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit.
Actuarial factors can be found In IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death from 5 -1-89 to 4-30-99,
and In Aleph Volume for dates of death from 5-1-99 and thereafter.
Indicate the type of instrument which created the future Interest below and attach a copy to the tax return.
. Will . Intervivos Deed of Trust . Other
1. Value of fund from which life estate is payable
2. Actuarial factor per appropriate table
Interesttable rate 13 1/2% 16% 110% I Variable Rate
3. Value of life estate (Line 1 multiplied by Line 2)
1. Value of fund from which annuity is payable
2. Check appropriate block below and enter corresponding (number)
Frequency of I Weekly (52) I Bi-Weekly (26). Monthly (12)
. Quarterly (4) Semi-annually (2) Annually (1) Other () _
3. Amount of payout per period
4. Aggregate annual payment, Line 2 multiplied by Line 3
5. Annuity Factor (see instructions)
Interest table rate .3 1/2% .6% .10% II Variable Rate _
6. Adjustment Factor (see instructions)
7. Value of annuity -If using 3 %%, 6%, 10%, or if variable rate and period payout is at end of period,
calculation is: Line 4 x Line 5 x Line 6
If using variable rate and period payout is at beginning of period calculation is:
(Line 4 x Line 5 x Line 6) + Line 3
-
$0.00
-
NOTE: The values of the funds which create the above future interests must be reported as part of the estate assets on Schedules A
through G of this tax return. The resulting life or annuity interest(s) should be reported at the appropriate tax rate on Lines 13 and
15 through 18.
(If more space Is needed, Insert additional sheets of the same size)
REV-1647 EX + (9-00)
'*
SCHEDULE M
FUTURE INTEREST COMPROMISE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HENCKEL, ELIZABETH M.
(Check Box 4a on Rev-1500 Cover Sheet)
FILE NUMBER
21-04-1060
This schedule is appropriate only for estates of decedents dying after December 12, 1982.
This schedule is to be used for all future Interests where the rate of tax which will be applicable when the future interest vests in
possession and enjoyment cannot be established with certainty.
Indicate below the type of instrument which created the future interest and attach a copy to the tax return.
. Will . Trust . Other
IV. Summary of Compromise Offer:
1. Amount of Future Interest
2. Value of Line 1 exempt from tax as amount passing to charities, etc.
(also include as part of total shown on Line 13 of Cover Sheet)
3. Value of Line 1 passing to spouse at appropriate tax rate
Check One . 6%, . 3%, .0%
(also include as part of total shown on Line 15 of Cover Sheet)
4. Value of Line 1 Taxable at lineal Interest
Check One .6%, .4.5%
(also Include as part of total shown on Line 16 of Cover Sheet)
5. Value of Line 1 Taxable at sibling rate (12%)
(also Include as part of total shown on Line 17 of Cover Sheet)
6. Value of Line 1taxabie at collateral rate (15%)
(also Include as part of total shown on Line 18 of Cover Sheet)
7. Total value of Future Interest (sum of Lines 2 thru 6 must equal Line 1)
(If more space is needed, Insert additional sheets of the same size
I. Beneficiaries
NAME OF BENEFICIARY
RELATIONSHIP
II.
III.
DATE OF BIRTH
-
$000
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX DIVISION
SCHEDULE N
SPOUSAL POVERTY CREDIT
(AVAILABLE FOR DATES OF DEATH 01/01/92 TO 12131194)
ESTATE OF
21-04-1060
HENCKEL, ELIZABETH M.
FILE NUMBER
This schedule must be completed and filed If you checked the spousal poverty credit box on the cover sheet.
3. Retirement Benefits
2. Insurance Proceeds on Life of Decedent
4. Joint Assets with Spouse
5. PA Lottery Winnings
6a. Other Nontaxable Assets: List (Attach schedule If necessary)
6. SUBTOTAL (Lines 6a, b, c, d)
7. Total Gross Assets (Add lines 1 thru 6)
8. Total Actual liabilities
9. Net Value of Estate (Subtract line 8 from line 7)
If line 9 is greater than $200,OOO-STOP. The estat is not eligIble to claim the credit. If not, continue to Part II.
a. Spouse
b. Decedent
c. Joint
d. Tax Exempt Income
e. Other Income not
listed above
f. Total 1f.
4. Average Joint Exemption Income Calculation
4a. Add Joint Exemption Income from above:
(1f)
$0.00
$0.00
+(2f)
$0.00
+ (3f)
$0.00
=
$0.00
4b.
13
Average Joint Exemption Income =
If line 4(b) I.s greater than $40,000 - STOP. The estate is not eligible to claim the credit. If not, continue the Part III.
Insert amount of taxable transfers to spouse or $100,000, whichever is less
Multiply by credit percentage (see Instructions)
This Is the amount of the Resident Spousal Povery Credit. Include this figure
in the calculation of total credits on line 18 of the cover sheet.
For Nonresidents, enter the ratio of the decedent's gross estate in PA to the value of the
decedent's gross estate
Multiply line 3 by line 4 and enter the total here. This is the amount of the Nonresident Spousal
Poverty Credit. Include this figure in the calculation of total credits on line 18 of the cover sheet. 5.
2.
3.
4.
5.
$0.00
$0.00
SCHEDULE 0
ELECTION UNDER SEC. 9113(A)
(SPOUSAL DISTRIBUTIONS)
ESTATE OF
Do not complete this schedule unless the estate Is making the election to tax assets under Section 9113(A) of the Inheritance & Estate Tax Act.
If the election applies to more than one trust or similar arrangement, a separate form must be flied for each trust.
This election applies to . Trust (marital, residual A, B, By-pass, Unified Credit,
If a trust or similar arrangement meets the requirements of Section 9113(A), and:
a. The trust or similar arrangement Is listed on Schedule 0, and
b. The value of the trust or similar arrangement is entered in whole or In part as an asset on Schedule 0,
then the transferor's personal representative may specifically identify the trust (all or a fractional portion or percentage) to be Included in the
election to have such trust or similar property treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property
Is included as a taxable transfer on Schedule 0, the personal representative shall be considered to have made the election only as to a fraction of
the trust or similar arrangement. The numerator of this fraction Is equal to the amount of the trust or similar arrangement Included as a taxable
asset on Schedule O. The denominator Is equal to the total value of the trust or similar arrangement.
PART A: Enter the description and value of all interests, both taxable and non-taxa~le, regardless of location, which pass to the decedent's
surviving spouse under a Section 9113 (A) trust or similar arrangement.
Part A Total 0.00
PART B: Enter the description and value of all Interests Included In Part A for which the Section 9113 (A) election to tax is being made.
Description Value
Part B Total $0.00
(If more space is needed, insert additional sheets of the same size)
::C
J
.
vJ
CODICIL TO WILL OF
ELIZABETH M. HENCKEL DATED JUNE 18. 1990
And Now, this FIRST day of NOVEMBER, 2000,
I, Elizabeth M. Henckel, of Borough of Carlisle, Cumberland County, Pennsylvania,
declare this to be the first codicil to my will dated June 18, 1990.
I hereby amend my will dated JUNE 18, 1990, to change Paragraph Seventh from:
I hereby give, devise, and bequeath all of my estate, of whatsoever kind and nature, and
wheresoever located, in equal shares to The Bosler Frt:e Library, Carlisle, Pennsylvania, and the
retirement home in which I reside. In the event I die before removing myself to a retirement home,
all of my estate, of whatsoever kind and nature and wheresoever located, I give, devise, and
bequeath to the Bosler Free Library, Carlisle, Pennsylvania..
and to add the following bequests to Paragraph Seventh:
I hereby give, devise and bequeath in equal shares to the Bosler Free Library, 158 West
High Street, Carlisle, Pennsylvania to be used to purchase and maintain children's books; to the
Thornwald Home, 442 Walnut Bottom Road, Carlisle, Pennsylvania; to:=the-First:!1nited Church
. : ~
of Christ, 30 North Pitt Street, Carlisle, Pennsylvania; and to Gail Carberry, ~ Knoll Lane,
Newville, Pennsylvania.
It is my further intent that any successor bank to Farmer's Trust Company s~~ll serve as my
--':-:-.
o.
alternate executor.
In all other respects, I do hereby ratify and confirm my will dated June 18, 1990.
Signed, by Elizabeth M. Henckel testatrix, as and for a codicil to her will dated June 18,
1990 in the presence of us who, at her request, in her presence, and the presence of each other have
signed our names as witnesses.
We, Elizabeth M. Henckel, testatrix and the undersigned witnesses to the codicil, the
attached or foregoing instrument, who have signed the instrument, having been qualified according
to law do depose and say:
(a)
that I, the testatrix do hereby acknowledge that I signed and executed the instrument
. .
as a codicil to my will, that I signed it willingly and as my free and voluntary act for the purposes
therein expressed; and
(b) that we, the witnesses, were present and saw the testatrix execute the instrument as
her codicil, that she signed it willingly and executed it as her free and voluntary act for the purposes
therein expressed; that each of us in the hearing and sight of the testatrix signed the codicil as a
witncss and that to thc best of our know ledge the testatrix signed the codicil as a witness and that
to the best of our knowledge the testatrix was at that time 18 or more years of age, of sound mind
and under no constraint or undue influence.
dA <-~ ~ t:?l.#
Witness
't...~ \... .\~ ~ J?cs
Elizabe . Henckel .
!3 !I~&V
-;n~'X?~
Witness
wg~~
Sworn and subscribed to
r-'
before me this ~ day
of tJot?m~~ 20 CCL.
~---.-
l"';;';;A2> -.-
J e-..._ ...;.....~--.r;M ~J
~A. ,
C:r/'mklec ~ '~li'V ~
f . "'. . ~, C!Jm~k;~ ee.~
6!.!~~,Il~~~~:~~_~~~.N ::':'1') ~ll'i~,~
~ ill ail U\QJul l~LJ
Notary Public
. -..,
::;$-
~
qJ
LAST WILL ARD TESTAMENT
OF
ELIZABETH H. BEBCKEL
I, ELIZABETH M. HENCKEL (widow), of the Borough of Carlisle,
Cumberland County, Pennsylvania, being of sound mind, memory and
disposition, do hereby make, publish and declare this my Last Will ana
Testament, hereby revoking and making void all previous Wills and Codicils
made by me.
FIRST
I direct the payment from my estate of my debts and the expen~es of
my last illness and funeral as soon after my death as conveniently may be
done. I authorize my personal representative to cause title to or
ownership of my cemetery lot at Longwood Cemetary, Kenne~Square,
Pennsylvania to be vested in such person as my personal representative
shall designate. This is my family plot and I direct that after my
decease, my body be interred next to my parents.
SECORD
I direct that any and all inheritance, estate, and transfer taxes
imposed upon my estate passing under my Will or otherwise shall be paid by
my estate.
Page 1 of 4
( "
.' ')r\"
(=-=-~0d~~-tl(~~
I
Witness 0 _ //)
" ....;:..-,'
( ~/~~Lf /
" /'/'.. --~/ /'
residing at
(J It: \ r: ,,' r; , ~"")
\, (,"--, VlZ/,.--Z( 'J''-. .
/ if
I ~/
) Q residing at ( '{Lf j~~l.-Cr
",,-.-1 \
\ ''\
-4
, ?
'~.
~ ~o_
?:V"J 11 tV eJ
Witne51 .
~ CUJ residing at
(}/0~ R
I
Subscribed, sworn to and acknowledged before me by ELIZABETH M.
HENCKEL, the Testatrix, and subscribed and sworn to before me by
RUD'-; D W u.....L.S
and S u-- 't. (.1.-r> ,-, C.
c.
.~ ..
CA.cu c)
, 1990.
Th~c. u.u-..l.l.
, witnesses, this IBM
day of
-::::r 0 n L.-
;:JfAc~ a O~J
Notary Public
NOTARIAL SEAL
SHARON A. DIEHL, NOTARY PUBLIC
CARLISLE BCRG. CUMBERLAND COUNTY
MY COMMISSION EXPIRES FE8RUARY 22, 1993
Page 4 of 4
08-06-2007
HENCKEL
10-26-2004
21 04-1060
CUMBERLAND
101
APPEAL DATE: 10-05-2007
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
t.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
!";A1>P1a.UElIl~'fr;"'~LQWANCE OR DI SALLOWANCE
'~;:l1l7'1;l~i>MTlo~S:' AND ASSESSMENT OF TAX
1: J".._: :::J i ~~.., \_!'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
RUBY D WEEKS
PO BOX 397
CARLISLE
DATE
20a7 AUG -3 PH 4: 20 ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLERK OF
00?tlAN'S COURT
cur, C" ,.-." ,. I'" r.~
..'" . ,,,, '-',,\
\ I ' )-.r~
" ,
PA 17013
.
REV-1547 EX AFP (06-05)
ELIZABETH M
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HENCKEL ELIZABETH M FILE NO. 21 04-1060 ACN 101 DATE 08-06-2007
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
0)
(2)
(3)
(4)
(5)
(6)
(7)
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
.00
17,862.31
.00
.00
82,808.44
.00
.00
(8)
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 (Schedule J)
14. Net Value of Estate Subject to Tax
If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !bh 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
ITS:
PA T
DATE
06-11-2007
OS) .00 X DO .00
(6) .00 X 045 = .00
(7) .00 X 12 = .00
(8) 21,425.48 X 15 = 3,213.82
(9)= 3,213.82
AMOUNT PAID
4,061.66
(9)
(0)
NOTE:
DIS DUN (+)
INTEREST/PEN PAID (-)
408.81-
C
NUMBER
CD008275
9,961.17
5.007.69
(11)
(2)
(3)
(4)
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
100,670.75
14.9liR.8fi
85,701.90
64,276.42
21,425.48
3,652.85
439.03CR
.00
439.03CR
* 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.)
" ..
REV-1470 EX (6-88)
'* INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Henckel, Elizabeth M 2104-1060
REVIEWED BY ACN
Cheryl Gordon 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW
Page 1