HomeMy WebLinkAbout04-1103CERTIFICATION OF NOTICE UNDER RULE $.6(a)
Name of Decedent: ELMER E. FINKENBINDER
Date of Death:
November 20, 2004
Will No. 2004-01103
Admin. No. 21-04-01103
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 6, 2004.
Name Ad.ess
Robert Hartman
Ryan Haman
Edward W. Hartman
Delores Haman
Harvey Haman, Jr.
Donald Hartman, Sr.
Donald Haman, Jr.
11 E. Willow Terrace Drive, Carlisle, PA 17050
2169 Canterbury Drive, Mechanicsburg, PA 17055
176 S. 2nd Street, Steelmn, PA 17113
1228 Walnut Bottom Road, Carlisle, PA 17013
88 Arnold Road, Enola, PA 17025
875 Mountain View Road, Shermansdale, PA 17090
40 Maple Lane, Sherrnansdale, PA 17090
David Hartman 1106 Easy Road, Carlisle, PA 17013//'
Donna Hartman Negley P.O. Box 592, 45 E. Main Street, New Bloomfield, PA
Dennis Hartman 1677 Liberty Vail, Ro: ~ Ickes .~g, PA 17037
Notice has now been .ven to all ' /3 4 ~.Q
persons enutled (aX R (a) except: NONE
Date: December 6, 2004
Murrel R. Walters, III, Esquire
54 East Main Street
Mechanicsburg, PA 17055
(717) 697-4650
17068
Capacity: __
Personal Representative
X Counsel for personal representative
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of ELMER E. FINKENBINDER
also known as
, Deceased.
SociaI Security No. 199072769
The petition of the undersigned respectfully represents that:
No.
To:
Register of Wills for the
County of CUMBERI. dM~IB
Commonwealth of Pennsylvania
in the
Your petitioner(s), who is/are 18 years of age or older and the execut OR named
in the last will of the above decedent, dated 51tl5E
and codicil(s) dated HONt*
Edward G. Hartmen Ithrou~lh hln Power of Attorney Elizabeth A. Byrd} renounced bin rl~lht to act aa
Executor In favor of Kenneth E. Hertman~ Sr.
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with
h In last family or principal residence at t 2t East Factory Btreet~ Mechanlcsburih Mechanlcsburn
Borouoh. Pennsvlvanla
(list street, number and municipality)
Decedent, then 85 years of age, died 1112012004
at Holy $,)lrlt HosE)Itel. E. Pennsbero Two.t Pennsylvania
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: #lA
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$ 110.000.00
$ o.oo
$ o.oo
$ 90tO00.O0
121 East Factor~ Btreet~ Mechanlcsburl~l~ PA 17055
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters tostamontary
thereon.
KENNETH E. HARTI~A~; BR.
(testamenta~; administration c.t.a.; administration d.b.n.c.t.a.)
2t69 CANTERBURY DRIVE
MECHANICSBURG .... PA 17055
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUM"ERkann j' SS
The petitioner(s) above-named swear(s) or aft'mn(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 perso!lal represen-
tative(s) of the above decedent petitioner(s) will well and truly admir~ter the ~tat~a/j~r~g' tg~w.
Sworn to or affirmedn~2~d subscribed ~- ~.~.'~5~:~'~ff~
he. re me this ~ day of /
Estate of ELMER E. FINKENBINDER ~ Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~'~g ~0. ~,x~c~e..~ -~ c~ (9 ~] , 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 S1'11'199S
described therein be admitted to probate and filed of record as the last will of ELMER G. FINRENEIHDER
and Letters TESTAMENTARY
are hereby granted to
KENNETH E. HARTMAN? SR.
C~ Z. ~;r~,... ~ebo. FEES
Probate, Letters, Etc .........
Short Certificates ( ~ ......
Renunciation ............
TOT~
Filed.. ) ~'.~ .~ .............
24849
ATTORNEY (Sup. Ct. I.D. No.)
54 EAST MAIN STREET
MECHANICSBURG PA '17055
ADDRESS
7'17-697-4650
PHONE
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanen[ filing.
WARNING: It is illegal to duplicate this copy blt photostat or photo§raph.
Fee for this certificate, $2.00
P 10812994
No.
Local Registrar
Date
CERTIFICATE OF DEATH
,Elmer E. Finkenbinder 2. MaleI,, 199-07 -2769
Cumberland
Worker
121 East Factory Street
~tMechonicsburg PA 17055
..~. "fff~ ~nkenb~nder
11-24-2004
Lottie Finkenbi nder
In Re Estate of
RENUNCIATION
ELMER E. FINKENBINDER, deceased.
To the Register of Wills of Cumberland County, Pennsylvania
The undersigned, ELIZABETH A. BYRD, Power of Attorney for
EDWARD G. HARTMAN, (erroneously referred to as EDWARD W.
HARTMAN in the Will of the above decedent dated September 1, 1999), as
Executor, hereby renounces the right to administer the estate and respectfully
asks that Letters Testamentary be issued to KENNETH E. HARTMAN, SR.
WITNESS her hand this 2nd day of December, 2004.
ELIZ~B-ETH A. BYRI~ P~rwe~of
Attorney for Edward G. Hart-man
176 S. 2nd Street
Steelton, PA 17113
COMMONWEALTH OF PENNSYLVANIA :
ss:
COUNTY OF CUMBERLAND :
AND NOW, this 2nd day of December, 2004, before me, the undersigned
officer, personally appeared Elizabeth A. Byrd, Power of Attorney for Edward G.
Hartman, known to me (or satisfactorily proven) to be the person whose name is
subscribed to the instrument, and acknowledged that she executed same for the
purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
Notary Public ~ -
NOTARIAL SEAL
DEBORAH L, RYAN, NOTARY PUBLIC
CITY OF MECHANICSBURG, CUMBERLAND COUNTY
MY COMMISSION EXPIRES JUNE 11,2006
POWER OF ATTORNEY
NOTICE
THE PURPOSE OF THIS POWER OF ATTORNEY IS TO GIVE THE
PERSON YOU DESIGNATE YOUR AGENT BROAD POWERS TO HANDLE
YOUR PROPERTY, WHICH MAY INCLUDE POWERS TO SELL OR
OTHERWISE DISPOSE OF ANY REAL OR PERSONAL PROPERTY
WITHOUT ADVANCE NOTICE TO YOU OR APPROVAL BY YOU.
THIS POWER OF ATTORNEY DOES NOT IMPOSE A DUTY ON YOUR
AGENT TO EXERCISE GRANTED POWERS, BUT WHEN POWERS ARE
EXERCISED, YOUR AGENT MUST USE DUE CARE TO ACT FOR YOUR
BENEFIT AND IN ACCORDANCE WITH THIS POWER OF ATTORNEY.
YOUR AGENT MAY EXERCISE THE POWERS GIVEN HERE
THROUGHOUT YOUR LIFETIME EVEN AFTER YOU BECOME
INCAPACITATED, UNLESS YOU EXPRESSLY LIMIT THE DURATION OF
THESE POWERS OR YOU REVOKE THESE POWERS OR A COURT
ACTING ON YOUR BEHALF TERMINATES YOUR AGENT'S AUTHORITY.
A COURT CAN TAKE AWAY THE POWERS OF YOUR AGENT IF IT
FINDS YOUR AGENT IS NOT ACTING PROPERLY.
THE POWERS AND DUTIES OF AN AGENT UNDER A POWER OF
ATTORNEY ARE EXPLAINED MORE FULLY IN CHAPTER 56 OF TITLE 20
OF THE PENNSYLVANIA CONSOLIDATED STATUTES.
IF THERE IS ANYTHING ABOUT TIIIS FORM THAT YOU DO NOT
UNDERSTAND, YOU SHOULD ASK A LAWYER OF YOUR OWN
CHOOSING TO EXPLAIN IT TO YOU.
I HAVE READ OR HAD EXPLAINED TO ME THIS NOTICE AND I
UNDERSTAND ITS CONTENTS.
Edward G. Hartman
(Date)
-1-
POWER OF ATTORNEY
KNOW ALL MEN BY THESE PRESENTS, that I, EDWARD G.
HARTMAN, of 176 South Second Street, Steelton, Pennsylvania 17113, have
made, constituted and appointed, and by these presents do make, constitute and
a
ppomt my good friend, ELIZABETH A. BYRD, of 176 South Second Steelton,
Pennsylvania 17113, my true and lawful Agent, for me and on my behalf, generally
to do and perform al/matters or things, including the transaction o£all my business
and affairs as noted herein as completely as I myself might do if personally present.
I specifically grant unto my Agent, the following Powers, to wit, the power to make
on my behalf all contacts and orders; the power to engage in real property
transactions, such as the making, execution, acknowledgment and delivery of Deeds
for the proper conveyaneing of any and all of my real estate in fee simple,
wheresoever the same may be situate; to engage in tangible personal property
transactions for me; the power to engage in banking and financial transactions on
my behalf, such as, but not limited to the right to open and enter into any and all safe
deposit boxes rented by me at any banking or financial institution, including the
right to remove any and al/the contents thereof, as well as to cancel the rental
contract therefor, including also, the power to receive all monies and assets to which
I may be entitled, as well as to deposit and cash checks on all my accounts,
including the power to open and close all accounts and to redeem savings
certificates and certificates of deposit registered in my name; my Agent shall have
the power to engage in insurance transactions, including the right to collect and
receive any and all proceeds due me under policies &insurance covering me as an
insured and/or beneficiary thereof, whether the stone be life, health, accident or
other insurance benefits payable to me; the power t'
o recetve government benefits
and to receive any and all pension or annuity payments or any other benefits which
may be payable to me; my Agent shall have the power to pursue tax matters of
every nature and kind; the power to engage in stock, bond and other securities
transactions,,including the sale and transfer of any and all stocks, bonds and
securities which I tnay own, either tlu:ough a stock brokerage firm or directly
through the issuing corporation; my Agent shall have the power to procure for my
welfare and maiutenance, domestic help, supplies, medical attendance and treatment
of every nature or kind whatsoever, including the power to authorize procedures,
such as, but not limited to, X-rays, surgery, rehabilitation and specialists services
and to arrange for my admission and discharge to and from any hospital(s) and or
retirement or nursing home(s) as my Agent may deem necessary for my proper care
-2-
and treatment; the Agent shall have the power to handle interests in estates and
trusts; and to make and deliver any and all papers, instruments and documents
which may be requisite or proper to effectuate any matter or thing appertaining or
belonging to me whatsoever, with the same power, and to all intents and purposes,
with the san~e validity as I could ifl were personally present, hereby ratifying and
confirming absolutely, whatsoever my said Agent shall and may do by virtue hereof
pursuant to the authority herein granted.
THIS POWER OF ATTORNEY IS INTENDED TO BE DURABLE IN
ALL RESPECTS, and shall not be invalidated or voided in any manner by reason
of my subsequent mental incompetency or physical disability or incapacity and shall
continue in full force and effect and may be accepted and relied upon by any to
whom it is presented, despite its purported revocation by me, my alleged
incmnpetence or incapacity from whatever cause, until such time of receipt of
evidence of the appointment of a guardian of my estate, or similar fiduciary of my
estate, or written notice of my death.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
day of Octoberl, 2001.
Edward G. Hartman
(SEAL)
COMMONWEALTH OF PENNSYLVANIA )
:SS.
COUNTY OF CUMBERLAND )
On this the//6 % of Octoberl, 2001, before me the undersigned officer
personally appeared, EDWARD G. HARTMAN, known to me (or satisfactorily
proven) to be the person whose name is subscribed to the within instrument, and
acknowledged that she executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and notarial seal.
Notary Public
l "' ' Notarial ~a!
Marre~ E, Williams. Notary Public
Mechanlcstx]lg So,to, Cumberlan{t Coonly I
[ My Commtlsion Expires Nov, 6. 2001
Mam~e[, Penn~ylVlnla Association of Notaries
I, ELIZABETH A. BYRD, have read the attached Power of Attorney and
am the person identified as the Agent for the Principal. I hereby acknowledge that
in the absence ora specific provision to the contrary in the Power of Attorney or in
Title 20 of the Pennsylvania Consolidated Statutes when I act as Agent
I shall exercise the powers for the benefit of the Principal.
I shall keep the assets of the Principal separate from my assets.
I shall exercise reasonable caution and prudence.
I shall keep a fully and accurate record of all actions, receipts and
disbursements on behalf of the Principal.
Elizabeth A. Byt/d
(Date)
-4-
LAST WILL AND TESTAMENT
(Pour-Over Will)
OF
ELMER E. F1NKENBINDER
o'4
IDENTITY
I, ELMER E. FINKENB1NDER, residing in the County of Cumberland, Commonwealth, of
Pennsylvania, being of sound mind and memory, and not acting under duress or undue infi~uence 0f:any
person whomsoever, hereby declare this to be my Last Will and Testament, and I do hereby t:6~Voke all other
former Wills and Codicils to Wills heretofore made by me. My Social Security Number is f199-07-2769.
DEBTS, TAXES AND ADMINISTRATION EXPENSES
I have provided for the payment of all my debts, expenses of administration of property wherever
situated passing under this Will or otherwise, and estate, inheritance, transfer, and succession taxes, other
than any tax on a generation-skipping transfer that is not a liability of my Estate (including interest and
penalties, if any) that become due by reason of my death, under THE ELMER E. FINKENB1NDER
REVOCABLE LIVING TRUST executed on even date herewith (the "Revocable Trust"). If thc Revocable
Trust assets should be insufficient for these purposes, my Executor shall pay any unpaid items from the
residue of my Estate passing under this Will, without any apportionment or reimbursement. In the
alternative, my Executor may demand in a writing addressed to the Trustee of the Trust an amount necessary
to pay all or part of these items, plus claims, pecuniary legacies, and family allowances by court order.
PERSONAL AND HOUSEHOLD EFFECTS
It is my intent that all my personal and household effects were transferred to the Revocable Trust
as a result of the Declaration of Intent signed this date. If there are any questions regarding the ownership
or disposition of these assets, it is my desire that such assets pour into the Revocable Trust, signed by me this
date in accordance with the provisions of the section titled "Residue of Estate."
RESIDUE OF ESTATE
I give, devise and bequeath all the rest, residue and remainder of my property of every kind and
description (including lapsed legacies and devices), wherever situated and whether acquired before or after
the execution of this Will, to the Trustee under that certain Trust executed by me on the same date of the
execution of this Will. The Trustee shall add the property bequeathed and devised by this item to the corpus
of the above described Trust and shall hold, administer and distribute said property in accordance with the
provisions &the said Trust, including any amendments thereto made before my death.
If for any reason the said Trust shall not be in existence at the time of death, or if for any reason a
court ofcompetentj urisdiction shall declare the foregoing testamentary disposition to the Trustee under said
Trust as it exists at the time of my death to be invalid, then I give all of my Estate including the residue and
remainder thereof to that person who would have been the Trustee under the Trust, as Trustee, and to their
substitutes and successors under the Trust, described herein above, to be held, managed, invested, reinvested
POUR-OVER WILLS
Page 1 (Testator)
and distributed by the Trustee upon the terms and conditions pertaining to the period beginning with the date
of my death as are constituted in the Trust as at present constituted giving effect to amendments, if any,
hereafter made and for that purpose I do hereby incorporate such Trust by reference into this my Will.
I hereby nominate and appoint EDWARD'W:. HARTMAN to serve without bond as my Executor
of this my Last Will and Testament.
In the event the first named Executor shall predecease me or is unable or unwilling to act as my
Executor for any reasons whatsoever, then and in that event, I hereby nominate and appoint KENNETH E.
HARTMAN SR. to serve without bond as my Independent Executor.
Whenever the word "Executor" or any modifying or substituted pronoun therefore is used in this my
Will, such words and respective pronouns shall be held and taken to include both the singular and the plural,
the masculine, feminine and neuter gender thereof, and shall apply equally to the Executor named herein and
to any successor to substitute Executor acting hereunder, and such successor or substitute Executor shall
possess all the rights, powers, duties, authority, and responsibility conferred upon the Executor originally
named herein.
EXECUTOR POWERS
By way of Illustration and not of limitation and in addition to any inherent, implied or statutory
powers granted to executors generally, my Executor is specifically authorized and empowered with respect
to any property, real or personal, at any time held under any provision of this my Will: to allot, allocate
between principal and income, assign, borrow, buy, care for, collect, compromise claims, contract with
respect to, continue any business &mine, convert, deal with, dispose of, enter into, exchange, hold, improve,
incorporate any business of mine, invest, lease, manage, mortgage, grant and exercise options with respect
to, take possession of, pledge, receive, release, repair, sell, sue for, make distributions in cash or in kind of
partly in each without regard to the income tax basis of such asset and in general, exercise all of the powers
in the management of my Estate which any individual could exemise in the management of similar property
owned in its own right upon such terms and conditions as to my Executor may seem best, and execute and
deliver any and all instruments and do all acts which my Executor may deem proper or necessary to carry
out the purpose of this my Will, without being limited in any way by the specific grants or power made, and
without the necessity ora court order.
My Executor shall have absolute discretion, but shall not be required, to make adjustments in the
rights of any Beneficiaries, or among the principal and income accounts to compensate for the consequences
of any tax decision or election, or of any investment or administrative decision, that my executor believes
has had the effect, directly or indirectly, of preferring one Beneficiary or group of Beneficiaries over others.
In determining the Federal Estate and Income Tax liabilities of my Estate, my Executor shall have discretion
to select the valuation date and to determine whether any or all of the allowable administration expenses in
my Estate shall be used as Federal Estate Tax deductions or as Federal Income Tax deductions.
P O UR-OVE R W IL L S
Page 2 (Testator)
SPECIFIC OMISSIONS
I have intentionally omitted any and all persons and entities from this, my Last Will and Testament,
except those persons and entities specifically named herein. If any person or entity shall challenge any term
or condition of this Will, or of the Living Trust to which I have made reference in the sections "Household
and Personal Effects" and "Residue of Estate," then, to that person or entity, I give and bequeath the sum of
only one dollar ($1.00) only in lieu and in place of any other benefit, grant, bequest or interest which that
person or interest may have in my Estate or the Living Trust and its Estate.
SIMULTANEOUS DEATH
If any other Beneficiary should not survive me for sixty (60) days, then it shall be conclusively
presumed for the purpose of this my Will that said Beneficiary predeceased me.
ELMER E. F~KENBINDER
Testator
This instrument consists of 5 typewritten pages, including the Attestation Clause, Self-Proving
Clause, signature of Wimesses, and acknowledgment of officer. I have signed my name at the bottom of each
of the preceding pages. This instrument is being signed by me on this /~ day of
POUR-OVER WILLS
Page 3 (Testator)
ATTESTATION CLAUSE
The Testator whose name appears above declared to us, the undersigned, that the foregoing
instrument was his Last Will and Testament, and he requested us to act as witnesses to such instrument and
to his signature thereon. The Testator thereupon signed such instrument in our presence. At the Testator's
request, the undersigned then subscribed our names to the instrument in our own handwriting in the presence
of the Testator. The undersigned hereby declare, in the presence of each of us, that we believe the Testator
to be of sound and disposing mind and memory.
Signed by us on the same day and year as this Last Will and Testament was signed by the Testator.
WITNESSES:
(~r-/t{i~d~me of Wi~es~)' ~ ' - '
(Pri~~W~mess) ~ff~
ADDRESSES:
POUR-OVER WILLS
Page 4 (Testator)
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SELF-PROVING CLAUSE
BEFORE ME, the undersigned authority, on this day oersonally appeared ELMER E.
F1NKENB1NDER, /~6~'~.od /AJ- /ff//'~ta/~tv/ and .~?z~k~ot'~ tt~,~~ ,
known to me to be the Testator and the witnesses, respectively, whose names are subscribed to the foregoing
instrument in their respective capacities, and all of them being by me duly sworn, ELMER E.
FINKENB1NDER, Testator, declared to me and to the witnesses, in my presence, that the instrument is his
Will and that he had willingly made and executed it as his free act and deed for the purposes therein
expressed; and the Witnesses, each on his or her oath, stated to me in the presence and hearing of the
Testator, that the Testator had declared to them that the instrument is his Will and that he executed the same
as such and wanted each of them to sign it as a witness; and upon their oaths, each witness stated further that
he did the same as a witness in the presence of the Testator, and at his request and that he was at that time
eighteen (18) years of age or over and was of sound mind, and that each of the witnesses was then at least
fourteen (14) years of age.
ELMER E. FINKEI,~I'~D~R~
Testator
and
5'P~,~k~4.~t~ ~//.a/,~ , witnesses, this the
19_~.
NOTARIAL SEAL
S~[EPHEN A. STROPE, Notary Pul~c
~3huylktll Twp. Che$~ Coonty
M~ CommissiOn Expires A~13fll
SUBSCRIBED AND ACKNOWLEDGED before me by ELMER 13. F.1NK.ENB1NDER, Testator,
subscribed and sworn to before me by ~g]Z,t',,~..~/./j):/-t/~q~.n.,,0___ and
/ $.J:; day of ~_~ ~7t-
Page 5 (Testator)
COMMONWEALTH OF PENNSYLVANIA
DEf'ARTMENT OF REVENUE
8UBEAU OF INDIVIDUAL TAXES
DEPT. 280601
HAI'IRISBURG, PA 17128-0601
REV-1162 EX{11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
HARTMAN KENNETH E SR
2169 CANTERBURY DRIVE
MECHANICSBURG, PA 17055
-------~ tol"
EST A TE INFORMATION: SSN: 199-07-2769
FILE NUMBER: 2104-1103
DECEDENT NAME: FINKENBINDER ELMER E
DATE OF PAYMENT: 02/16/2005
POSTMARK DATE: 02/16/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 11/20/2004
NO. CD 004955
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $24,043.59
I
I
I
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TOTAL AMOUNT PAID:
$24,043.59
REMARKS:
CHECK#109
SEAL
INITIALS: CCP
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WillS
REV_15rn1EX+(f>.OO)
'*
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
....
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OECEDENfS NAME (LAST, FIRST, AND MIDDLE INITiAl)
FINKENBINDER, ELMER E.
OATE OF OEATH (MIA-DO.Year)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
21 -0 4 1 1 0 3
COUNTY"'COciE ----VEAR- - - 'NUi:iBER--
SOCIAL SECURITY NUMBER
DA T'i: OF BIRTH \MM.DD-Year)
1 99- 0 7 - 2 7 6 9
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
11/20/2004 05/08/1915
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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129 1. Original Retum
o 4. Umited Estate
[ZJ 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
SOCIAL SECURITY NUMBER
o 2. Supplemental Retum
o 4a. Future Interest Compromise \dale of death al\eT12-12-&2)
o 7. Decedent Maintained a Living Trust (AtlachcopyofTrust)
o 10. Spousal Poverty Credit (date 01 death between 12-31-91 and1.1.95j
o 3. Remainder Return (dateofdeath prior to 12-13-B2)
o 5. Federal Estate Tax Return Requlrad
_ 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) l_hSohOI
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1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Pertnel1lhip or Sole-Proprietol1lhip (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposils & Miscellaneous Pel1lOnal Property (5)
(Schedule E)
6. Jointiy o.ned Property (Schedule F) (6)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines H)
9. Funeral Expenses & Admin~frative Cools (Schedule H) (9)
10. Debis of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deduclions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Scheoule J)
NAME
MURREL R. WALTERS III ESQ.
FIRM NAME (II A\l?I"""")
TELEPHONE NUMBER
717-4197-4650
COMPLETE MAILING ADDRESS
54 EAST MAIN STREET
MECHANICSBURG
PA 17055
OFFICII\l.YSE ONLY
,
,
,
I
85,094.311' .
8,459.00 !
!
:
I
I
97 ,334.90 I
I,
)
('1 ,I
(8)
190,888.21
18,057.00
979.65
(11)
(12)
(13)
19,036.65
171,851.56
14. Net Value Subject to Tax (Line 12 minus Une 13)
SEE INSTRUCTIONS ON REVERSE SlOE FOR APPLICABLE RATES
(14)
171,851.56
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under See. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of line 14 taxable at collateral rate
19. Tax Due
X _(15)
X _(16)
15,622.87 X .12 (17) 1,874.74
156,228.69 X .15 (18) 23,434.30
(19) 25,309.04
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's ComDlete Address:
STREET ADDRESS
121 EAST FACTORY STREET
CITY I STATE I liP
MECHANICSBURG PA 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
6. Prior Payments
C. Discount
(I)
25,309.04
1,265.45
Total Credits (A +6 +C)
(2)
1,265.45
3. InleresVPenalty it applicable
D. Interest
E. Penalty
TotallnteresVPenalty ( 0 + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
6. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56)
Make Check to: REGISTER OF AGENT
24,043.59
24,043.59
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 [ZJ
b. retain the right 10 designalewho shall use the property transferred or its income; ........................................ 0 [ZJ
c. retain a reversionary interest; or ..........................................................................................m......... 0 lZl
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 [ZJ
2. If death occurred after December 12, 19l12, did decedent transfer property within one year of death
without receiving edequate consideration?............................................................................................... 0 [ZJ
3. Did decedent own an 'in trust fo~ or payabie upon death bank account or security at his or her death? ................. 0 [ZJ
4. Did decedent own an individuai Retirement Account, annuity, or other non.probate property which
contains a beneficiary designation? ....................................................................................................... 0 [ZJ
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under ~ames ofpe~ury, I declare that I have examined this return, includinq accompanying scl1edules and statements, and 10 the best of my knowledge and belief, il is true, cOlTElCl and
complete,
Declaration of preparer other than the personal representative is based on alllntormation ofwhich reparer has any knowledge.
SIGNATURE OF PERSON R PO FOR FILING RETURN DATE
/ ~~
ADDRESS
PA 17055
DATE
2/15/05
ADDRESS
MURREL R. WI1/. TERS III, ESQ.
54 EAST MAIN STREET, MECHANICSBURG
PA 17055
'",:'1;:'''
" i;,;:rii!\';Ui"::; ;);;t,i\1;,1,iI'm:Ct;a0,h,;;r(;n1JXn~~i(~\m~;;,~Jw;:,;~i l:;!mW:;:W:all\illt;A\'irt},\::u~%0i~hf}At\~~jidW:1WA~J\\\1,;:j;"~~~ti}~~~ili\\\\%jiUui\ri\nu::\\i:W!1~'~il:m\lltr!~~~~~r
~~:m\!lW.ilim~~ml~ml~l:m:lTI;:;j;
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. ~9116 (al (1.1) (i)l.
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)].
The statute does not exemot a transler 10 a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are stili applicabie 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 chiid is 0% [72 P.S. ~9116(a)(1.2)1.
The tax rate imposed on the net value of transfers to or tor the use of the decedenfs lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(I)].
The tax rate imposed on the net value of transfers to orforthe use of the decedent's siblings is 12% [72 P.S. ~9116(al(I.3)]. A sibling is defined, under Section 9102, as an
Individual who has al least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX + (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
FINKENBINDER ELMER E. 21 04 1103
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 propertv which is iointlv-owned with riaht of survivorship must be disclosed on Schedule F.
SCHEDULE A
REAL ESTATE
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
85,094.31
121 EAST FACTORY STREET
MECHANICSBURG, PA 17055
NET SALE PRICE
~
TOTAL (Also enter on line 1, Recapitulation) $
(If more space IS needed, insert additional sheets of the same size)
85,094.31
!'EV-1503 EX + 16-.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
FINKENBINDER ELMER E
FILE NUMBER
21 04
All property jolntty-owned with right of survivorship must be disclosed on Schedule F.
1103
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
8,459.00
U.S.SAVINGS BONDS
REDEMPTION VALUE
:oI@$100; 1 @$500;
SERIES EE
7 @ $1000
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert addttional sheets of the same size)
8,459.00
REV-1508 EX + (6-98)
*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
FINKENBINDER ELMER E
FILE NUMBER
21 04
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
1103
ITEM
NUMBER DESCRIPTION
1. PNC BANK
CHECKING ACCOUNT
2. PNC BANK
SAVINGS ACCOUNT
3. PATRIOT NEWS
SUBSCRIPTION REFUND
4. COMCAST
CABLE TELEVISION REFUND
5. KEYSTONE HEALTH PLAN
INSURANCE REFUND
7 AMERICAN EQUITY INVESTMENT LIFE
ANNUITY
8 AMERICAN EQUITY INVESTMENT LIFE
ANNUITY
9 1998 MERCURY AUTOMOBILE
N.A.D.A. VALUE SALE PRICE
10 HOUSEHOLD CONTENTS
NET SALE PRICE BRICKERS AUCTION
11_ CAR INSURANCE-REFUND
12. HOMEOWNERS INSURANCE - REFUND
VALUE AT DATE
OF DEATH
23,832.26
10,134.97
62.85
24.82
91.00
47,201.14
10,655.86
4,700.00
340.00
155.00
137.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space IS needed, insert additional sheets of the same size)
97 334.90
REV-1811 EX+{12-99)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCe. TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21 04
1103
ESTATE OF
FINKENBINDER ELMER E.
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. MYERS FUNERAL HOME 137.00
2 GINGERICH MEMORIAL ENGRAVING 100.00
- -
B. ADMINISTRATIVE COSTS:
1. Personal Representalive's Commissions
Name of Personal Representative (s) KENNETH E. HARTMAN, SR. 8,600.00
Sodal Security Numbe~s)IEIN Number of Personal Representative(s) 182-40-9347
StreetAddreas 2169 CANTERBURY DRIVE
City MECHANICSBURG State PA Zip 17055
Year(s) Commission Paid: 2005
2. Attomey Fees MURREL R. WALTERS III, ESQUIRE 8,400.00
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS 325.00
5. Accountanfs Fees
6. Tax Retum Preparers Fees AL WHITCOMB, P.A. 495.00
7.
TOTAL (Also enter on line 9, Recapitulation) $ 18,057.00
(If more space is needed, insert additional sheets of the same size)
.REV-151~~ EX + (6-98)
'*
SCHEDULE.
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERIT ANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FINKENBINDER. ELMER E.
FilE NUMBER
21 04
1103
Include unrelmbursed medical expen.e..
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1. AUTOMOBILE INSPECTION
60.42
2. PP&L
ELECTRIC SERVICE
3. UNITED WATER --
UTILITY
4. MCI
TELEPHONE SERVICE
5. PINNACLE HEALTH
MEDICAL
6. ED SCHAFFER I ED'S QUALITY CAR CARE
AUTOMOBILE VALUATION
7 BOROUGH OF MECHANICSBURG
SEWER/REFUSE
325.66
62.50
16.45
390.00
25.00
99.62
TOTAl (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
979.65
_REV""~E"+('.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
'" ""'" " 21 04 'in,>
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 pnclude outright spousal distributions, and transfen; under
Sec, 9116 (al (1.2)]
1- KENNETH E. HARTMAN, SR. NEPHEW 1/11TH
2169 CANTERBURY DRIVE
MECHANICSBURG, PA 17055
2. ROBERT HARTMAN NEPHEW 1/11TH
11 E. WILLOW TERRACE DRIVE
MECHANICSBURG, PA 17050
3. RYAN HARTMAN NEPHEW 1/11TH
2169 CANTERBURY DRIVE ~
MECHANICSBURG. PA 17055
4. EDWARD W. HARTMAN BROTHER IN LAW 1/11TH
176 S. 2ND STREET
STEELTON,PA 17113
S. DELORES HARTMAN NIECE 1/11TH
1228 WALNUT BOTTOM ROAD
CARLISLE, PA 17013
8. HARVEY HARTMAN. .JR. NEPHEW 1/11TH
88 ARNOLD ROAD
ENOLA, PA 17025
7. DONALD HARTMAN SR. NEPHEW 1/11TH
875 MOUNTAIN VIEW ROAD
SHERMANSDALE, PA 17090
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL OISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART n - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same s,ze)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
FINKENBINDER, ELMER E.
Decedent's Name
Page 1
21 04 1103
File Number
Schedule J . Beneficiaries - 1
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)
B. DONALD HARTMAN, JR. NEPHEW 1/11TH
40 MAPLE LANE
SHERMANSDALE, PA 17090
9. DAVID HARTMAN NEPHEW 1/11TH
110B EASY ROAD
CARLISLE, PA 17013
10. DONNA HARTMAN NEGLEY - NIECE 1/111'H
P.O. BOX 592, 45 EAST MAIN STREET
NEW BLOOMFIELD, PA 17068
11. DENNIS HARTMAN NEPHEW 1/11TH
1677 LIBERTY VALLEY ROAD
ICKESBURG, PA 17037
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
HARTMAN KENNETH E SR
2169 CANTERBURY DRIVE
MECHANICSBURG, PA 17055
-------- fold
ESTATE INFORMATION: SSN: 199-07-2769
FILE NUMBER: 2104-1103
DECEDENT NAME: FINKENBINDER ELMER E
DATE OF PAYMENT: 05/05/2005
POSTMARK DATE: 05/05/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 11/20/2004
NO. CD 005289
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $468.69
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$468.69
REMARKS: K HARTMAN SR
CHECK# 113
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
". ....rr>T!V.C', r>;r!0C_O=- NOTICE OF IIiIHERITANCE TAX
, BUREAU OF IHDIVIDlIAL TAX~~ ,jJnUl:LJ Let: !IM..UUSEHEHT, ALLo/IANCE OR DISALLDIIANCE
.. IHtERJTANCE TAX DIVISIDN. , Of DEDUCTIONS AND ASSESSltENT OF TAX
PO BOX 280611, , ,";
HARRISBURG PA 17128-0601
ZOD5,
?q ;n; '1/: 0:1
c-.",. I.. ,"-,- ....,
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-25-2005
FINKENBINDER
11-20-2004
21 04-1103
CUMBERLAND
101
_t RMittlOCt
CLEf"\1< CF
ORPt-tr.,'-~'::~ FiT
MURREL R WAL -rn~s IU ESQ
54 E MAIN ST
MECHANICSBURG PA 17055
*'
REY-1541 EX AFP (03-05)
ELMER
E
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 ~
1I!t.-"l'rI:"Yf"m.m~'.Vt'ln'l!I!.tII!'.IRA\TIM!l'.m.l'll\flllYftM!llt'~.YCtWIM!l'.Ml'.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FINKENBINDER ELMER E FILE NO. 21 04-1103 ACN 101 DATE ;04-25-2005
TAX RETURN liAS: I I ACCEPTED AS FILED I X) C_ED SEE ATTACH~D NOTICE
I
If an a.......nt was i..ued previou.ly, line. 14, 15 and/or 16, 17, 18 ,"d
r8'l'lec1: figures tha1: include tha total of 6!..!.. ra1:urn. .....lId to da1:e.,
ASSESSMENT OF TAX:
15. AIIount of Una 1'1 .t Spou.l r.t. lIS)
16. AIIount of Lina 1'1 _lIbl. .t U....UC1... A ..t. (16)
17. AIIount of Lina 1'1 .t Sibling ..t. (17)
18. Mount of Una 1'1 _1. .t Coll.t...UC1... B ..t. (18)
19. PrinciPlll TBl< DuB
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R_l Est.t. I_I. Al
2. Stock. _ _. I_I. B)
3. Clo.ly IBId Stock/Par_ship Int....t IS"""dul. C)
Ii. Hor~slNot.. _i....l. I_dul. D)
5. C.shlBBnk u.pg.it./Hisc. P.rsonal PrOPllrty I_I. EI
6. Jointly _ PrGPllrty I_I. FI
7. T~.f.rs (~l. 8)
8. Tot.l A..t.
(1)
(2)
(3)
1'1)
151
161
(7)
85,094.31
8.459.00
.00
.00
97.334.90
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expen..slAd.. Costs/Hisc. Expenses (Schedule Hl
11. D8bt.lHor~ Lll1bilitl.slLian. I_dul. I)
11. Total Daduction.
12. Net Value of Tmc R.turn
13. Charlt8b~/80v.r~t.l Bequests; Non-elected 9113 Trusts
1'1. Nat V.l_ of E.t.t. Subj..,t to T.x
18,057.00
(9)
1111
979.65
Ill)
(12)
(13)
11'11
I_I. .))
NOTE:
.00 X
.00 X
.00 X
171,851.56 X
ANDUIlT PAID
2 ,043.59
DATE
02-16-2005
_ER
CD004955
INTEREST/PEH PAID 1-)
1,265.45
PAYMENT MUST BE MADE BY 08-20-2005-.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
')
00 =
045 =
12 =
15 =
(19)=
tlDTE: ~. lnsuN proper
c......i t 0 your M:Count I
_It ha _.. portion
of thi. fo,.. with your
tBl< PII t.
190.888.21
11;1.03' 'Iii
1!71,851.56
.00
1!71 ,851. 56
19 will
.00
.00
.00
~5, 777.73
25,777.73
2$,309.04
468.69
.00
468.69
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1, NO PAYIIEHT IS REIlUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT'" ICR), YOU MY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR IHSTRUCTIONS.)
REV-1470 EX (8-S8)
, *' INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDMDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEOENrS NAME Elmer E. Finkenbinder FILE NUMBER
2104-1103
REVIEWED BY ACN
Sheila Megonnell 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
J 4 Changed tax rate from 12 percent to 15 percent since a brother-in-law is a clollateral
beneficiary.
ROW
Page 1
BUREAU OF INOIVlDUAt::TAllES ~
INtERITANCE TAX DIVISION '
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
13 iO= 48
MURREL lriLf~R~;.iit~i~~Q
54 E MAI'tlu:h
MECHANICSBURG PA 17055
*'
REY-16D7 EX AFP (03-05)
05-31-2005
FINKENBINDER
11-20-2004
21 04-1103
CUMBERLAND
101
AIIount R_ltt.d
ELMER
E
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 I sub.it the upper portion of this forn with your t.x payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
...............................................................................................................1
REV-1607 EX AFP (03-05) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ~..
ESTATE OF FINKENBINDER ELMER E FILE NO.21 04-1103 ACN 101 DATE 05-31-2005
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE MANED ESTATE. SHOWN BELOW
IS A SUHHARY 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, 04-25-2005
PRINCIPAL TAX DUE, 25,777.73
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-16-2005 CD004955 1,265.45 24,043.59
05-05-2005 CD005289 .00 468.69
TOTAL TAX CREDIT 25,777.73
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" (CRI,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
~
=S
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-1607 EX AFP (O~-05)
n
u
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-13-2005
FINKENBINDER
11-20-2004
21 04-1103
CUMBERLAND
101
A.aunt R...i tted
ELMER
E
MURREL R WALTERS
54 E MAIN ST
MECHANICS BURG
III ESQ
PA 17055
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, submit the upper portion of this for. with your tax pay.ent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
................................................................................................................
REV-1607 EX AFP (03-05) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ..~
ESTATE OF FINKENBINDER ELMER E FILE NO.21 04-1103 ACN 101 DATE 06-13-2005
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE HAHEO ESTATE. SHOWN BELOH
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-25-2005
PRINCIPAL TAX DUE: 25,777.73
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-16-2005 CD004955 1,265.45 24,043.59
05-05-2005 CD005289 .00 .468.69
TOTAL TAX CREDIT 25,777.73
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 PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
Cumberland County - Register Of Will:3
One Courthouse Square
Carlisle, PA 17013
Phone: (71 7) 240 - 6345
Date: 11/09/2006
WALTERS III MURREL R
54 E MAIN STREET
MECHANTCSBURG, PA 17055
RE: Estate of FINKENBINDER ELMER E
File Number: 2004-01103
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' come 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: 11/20/2006
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)
cumberland County - Reglster Of willE3
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 11/09/2006
HARTMAN KENNETH E SR
2169 CANTERBURY DRIVE
MECHANICSBURG, FA 17055
RE: Estate of FINKENBINDER ELMER E
F i 1 e Numb e r: 2 0 04 - 0 11 0 3
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 lS due by: 11/20/2006
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
Register of Wills of Cumberland County
Date of Death:
STATUS REPORT UNDER RULE 6.12
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Name of Decedent:
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 ofthe above-captioned estate:
1. State ~h~ administration of the estate is complete:
Yes D3' No 0
2. Ifthe 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 0 No 0
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 0
Date:
c. Copies of receipts, releases, joinders and approval of formal or infom1al
accounts may be filed with the Clerk of the Orphans' Court and may be
1111')) V~amChed to this report. ~~ ..t: ~
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Capacity: ~rsonal Representative
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