HomeMy WebLinkAbout04-1113 PETITION FOR PROBATE and GRANT OF LETTERS
Es,a,e oS No. --0'4- //!
also known as ~l~J~e~;
, Deceased.
Social Security No. ~/~ ~:~ -- /~ ~ t~_J~ ~
To:
Register of Wills for the ,, __
County of ~ in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of ag~,pr o der an the exgcut~',~ named
in the last will of the above decedent dated .,,'~56~-e~ff~,,,.S-~'~- f
, 19~__~
and cod cil(s) dated - ' ~'
(stale relevant circumstances, e.g. renunciation, death of execlltor, etc.)
Decendem was domiciled at death in ~"'~e...,~.,,~..~/,,afl~/,~ County, Pennsylvania, with
h ~'..s' last family or principal residence at
(list street, number and muncipality)
atDec~%~n ~.~ ~,~years~age, died ~'~,e.~?~-~ ~/~.-
Ex__~..., ,u,,uws, ueceuent om not marry, was not uivorced 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: ,,.,e-.~,~-. .. ~.
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$ Lo
WHEREFORE, petitioner(s) respectfully re~/~est(s) the probate of the last will an~°d codicil(s)
presented herewith and the grant of letters_
theron. (testamentary; administration c.t.a.; administralion d.b.n.c.t.a.)
OATH OF PERSONAL REPRESENTATIVE
COM ONW TU P NNSY WN A -I
COUNTY OF ~../,~/'.,,,~s,~J ~ ss
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affigmed, /and subscribed
bef~ ~m~ Ih. is_. O (') ~ -- day qf~
Estate Of '~'~"~ ~.~./Z ~, ,;~:~r~,~Z._ , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW'-~ ~' ~ ~xx_V'~c- .~ g~.CX3~L 30 ., 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 ~ ~'~'~" '~
described therein be admitted to probate and filed of record as the last will of
are hereby granted to ~ ~.~t O.~
FEES
Probate, Letters, Etc .......... $
Short Certificates( ) .......... S-
TOTAL
Filed ... ~a~7.-.~ :.~ ..................
ATTORNEY (Sup. Ct. I.D. No.)
PHONE
his is to certify that the information here given is correctl3 copied from an original certificate of death duly filed with me as
l,ocal Registrar. The original certificate will be 'fi~rwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 10837069
No.
(,1[ oc al }~egistrar
Date
CERTIFICATE OF DEATH
Samuel Harrison Moyer L Male 169 -- 18 --6108
lI00 Grandon Way
Mechanlcsburg, PA 17055
Kermit S.
Barber Shop
of Creekview ~ ~,~
October
Florenc,
Hone
HUFF & LAKJER FUNERAL HOHE
I, SAMUEL H. MOYER, a resident of St. Cloud, Florida,
hereby make this Will and revoke all prior Wills.
1. I desire and direct that I be buried in a manner suit-
able to my circumstances in life, and that my funeral expenses and
debts be paid by my Personal Representative, as soon as practicable
after my death.
2. I then give, devise and bequeath all the rest, residue
and remainder of my estate, whether real, personal or mixed, wherever
situated, of which I may die seized or possessed, or to which I may
be or become in any way entitled or have any interest, or over which
I may have any power of appointment, to my beloved wife, Irene B.
Moyer.
3. Should my beloved wife predecease me, said rest,
residue and remainder shall be distributed as follows~i~ ~ ~
a. One third (1/3) to Bruce Moyer ~-~
b. One third (1/3) to Dale Moyer ~
c. One third (1/3) to Kermit Moyer
Should any of these sons predecease me, his share shall pas~ to his
children surviving. Should any of my sons refuse his share, this
share shall pass to his children surviving, or if further refused for
and on behalf of his children, this share shall be redivided among my
other two sons.
4. I hereby nominate, constitute and appoint my wife,
Irene B. Moyer as Personal Representative of my Will, to serve wit
bond. Should she predecease me, fail to qualify or cease to act as
such Personal Representative, I then appoint my son, Bruce Moyer as
alternate Personal Representative, also to serve without bond.
IN WITNESS WHEREOF, I have hereunto set my hand and seal at
St. Cloud, Florida, this /~.~--~ day of~_~~_~, 1979.
.~~. ~ (SEAL)
~amuel Hi'Mofer ~ '
This instrument was signed, sealed, published and declared
by SAMUEL H. MOYER, the Testator above named, to be his last Will in
our presence, and we, at his request and in his presence, and in the
presence of each other, have hereunto subscribed our names as wit-
nesses all on the day and year last aforementioned.
~ ~~ residing at
- .~/~--~o~--~ residing at
STATE OF FLORIDA
COUNTY OF 0SCEOLA
WE, Samuel H.
. Mary E. Davis
Moyer, Michael J. Barber , and
, the testator and the witnesses respective-
ly, whose names are signed to the foregoing instrument, were sworn
and declared to the undersigned officer that the testator signed the
instrument as his last Will, that he signed, and that each of the
witnesses in the presence of the testator and in the presence of each
other, signed the Will as a witness.
S-amdel H. Moyer,' Te~tatQ~
Subscribed and sworn to before me by Samuel H. Moyer, the
testator, and by Michael J. Barber and Mary E. Davis
the witnesses, on this /S~/~ day of ~ ~, 1979.
~O~~orida
My commission expires
Page - 2 -
COMMONWEALTH Of PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV- 1162 EX( l' -96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
DANIELS WILLIAM S
1 W HIGH STREET
CARLISLE, PA 17013
___nn_ fold
ESTATE INFORMATION: SSN: 169-18-6108
FILE NUMBER: 2104-1113
DECEDENT NAME: MOYER SAMUEL H
DATE OF PAYMENT: 01/12/2005
POSTMARK DATE: 01/12/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 10/17/2004
NO. CD 004834
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $5,700.00
I
I
I
I
I
I
I
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TOTAL AMOUNT PAID:
$5,700.00
REMARKS:
CHECK# 1550
SEAL
INITIALS: CCP
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent SAMUEL H. MOYER
Date of Death: October 17,2004
Will No. 2104-1113
Admin. No.
To the Register:
[certity that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries ofthe above-captioned estate on January 28,2005.
Name
Address
Bruce H. Moyer
Executor
602 Halteman Road
Souderton, P A 18964
Dale E. Moyer
1730 I Redwood Springs Drive
Fort Bragg, CA 95437
Kermit S. Moyer
1 Clearview A venue
Carlisle, P A 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None
Date: January 2.~, 2005 k~~ ffi ~~
Signature
Name: William S. Daniels
Address: 1 West High Street, Suite 205
Carlisle, P A 17013
Telephone: 717-243-3831
Capacity:
Personal Representative
x
Counsel for Personal Representative
.-
..-
.,-:.
'Cl,..
cO
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'-','
.-
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--1
15056041046
REV-1500 EX (05-04)
.PA Department of Revenue f,
Bureau of Individual Taxes
Dept. 280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
/61 /8.,/"otJ
OFFICIAL USE ONLY
County Code Year
File Number
INHERITANCE TAX RETURN
RESIDENT DECEDENT
A/
01'
c;- If 13
Date of Birth
/o/r;Lao~
d41 /8/ 'lZ:3
Decedent's Last Name
Suffix
Decedent's First Name
MI
1'1 If) y i!"~
SA./,,/4 Gz~
/1
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLIICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
~
1. Original Return
C)
2. Supplemental Return
C)
3 Remainder Return (date of death
prior to 12-13-82)
5 Federal Estate Tax Return Required
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 Telephone Number
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
8 Total Number of Safe Deposit Boxes
C)
4. Limited Estate
c::>
..
f,?/l-IY / L=LS
r-/'7-.~43 S 83/
Firm Name (If Applicable)
/1f{Mt:J!.. ,c /)/I/Y /:L.?L S
REGISTER OF WILLS USE ONLY
First line of address
0#"6'
west-
Iflcil
,sr
Second line of address
Stt../ Te AO..s-
City or Post Office
C-/17< L I sL G
State
ZIP Code
DATE FILED
Correspondent's e-mail address: ~. - C~2~
Under penalties of perjury, I declare that I have examined this return, Including' companying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the persona representative is based on all information of which preparer has any knowledge.
DATE
-~.... ,. ~/ .- },"'-' L
/'/1- ,/ l:;?' '7 ~ .cr
DATE
PLEASE U ORIGINAL FORM ONLY
Side 1
L
15056041046
JJ5056041046
--1
--.J
15056042047
REV-1500 EX
Decedent's Name:
Decedent's Social Security Number
/'(;;7 / 8~; 168
RECAPITULATION
1. Real estate (Schedule A).
2. Stocks and Bonds (Schedule B) .
3 Closely Held Corporation. Partnership or Sole-Proprietorship (Schedule C)
4. Mortgages & Notes Receivable (Schedule D) .
5. Cash. Bank Deposits & Miscellaneous Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F) c:::::> Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) c:::::> Separate Billing Requested.
8 Total Gross Assets (total Lines 1-7). . . .
9. Funeral Expenses & Administrative Costs (Schedule H). .
10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I) .
11 Total Deductions (total Lines 9 & 10).
12. Net Value of Estate (Line 8 minus Line 11) .
13 Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J)
14 Net Value Subject to Tax (line 12 minUS Line 13)
2.
3.
4.
5.
6.
7.
8.
9.
. . 10.
11.
. . 12.
13.
. . 14.
1.
.
42. C;3. ~Lj
.
.
3c7c'O.68
/3034.40
/24883.~/
/4S?S'~..33
1/8': 7../0
:373.0.9
/ .2-20/0. /7
13 2-7q~ 1'7
.
.
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)XO~
16 Amount of Line 14 taxa.~~
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
.
I:? 2 1'1 z. / '1
.
.
19 TAX DUE
15.
16.
17.
18.
19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
{\ \f::\O\
'" -' Ii +J
Side 2
~o 47
.
(..59 <:.9A. L/.c)
.
.
..s-?82ffa>
~
15056042047
-.I
REV-15<l? EX Page 3
File Number
STREET ADDRESS
6>f-/"1' t./ E L.
G/(/f/J/,!Jt::/A/
#
/r/Jj/
r
CITY
I
!/;ZO~S
mEC/f~/l/1 CS 13<< /<~
STATE ?-?2-
Tax Payments and Credit~: .
1. Tax Due (Page 2 line 19)
2. CreditslPaymenl$
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)., ~ 98.~ ~'4"c?
I
<3;?CJr::J.OO
.~ ~..,,/ /k
Total Credits ( A + 8 + C )
(2) Jf;? ~9" / ~7
3. InterestlPenalty if applicable.
D. Interest
E. Penally
". TotallnterestlPenalty ( D + E )
4. If Line 2 IS greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, L1n.e 20 to request a refund.
(3) -0-
(4) /' c: I ;Z Z-
5. If Line 1~pne 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax du~.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5)
(5A)
(58)
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 E'l
c. retain a reversionary interest; or..............................................................................................,........................... 0 g]
d. receivej'le promise for life of either payments, benefits or care? ...........................................:.......................... 0 21
., . '-, .
~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. rg'J 0
3. Dia decedent own an "in trust for" or payable upon death ~ank account or security at his or her death? .............. 0 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ gJ 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.
;T'<f'>!"~~d",f
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. 99116 (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. 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer t6 a surviving spouse from tax, and ttJe 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. 99116(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. S9116(1.2) [72 P.S. S9116(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. s9116(a)(1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parentin common with the decedent, whether by blood or adoption.
-
--
1E&st Dill &ttb mest&mettt
I, SAMUEL H. MOYER, a resident of St. Cloud, Florida,
hereby make this Will and revoke all prior Wills.
1. I desire and direct that I be buried in a manner suit-
ab le to my circumstances in life, and that my funeral expenses and
dE'bts be paid by my Personal Representative, as soon as practicable
after my death.
2. I then give, devise and bequeath all the rE!st, residue
and remainder of my estate, whether real, personal or mixed, wherever
situated, of which I may die seized or possessed, or to which I may
be or become in any way entitled or have any interest, or over which
I may have any power of appointment, to my beloved wife, Irene B.
Moyer.
3. Should my beloved wife predecease me, said rest,
residue and remainder shall be distributed as follows:
a. One third 0/3 ) to Bruce Moyer
b. One third (1/3) to Dale Moyer
c. One third 0/3 ) to Kermit Moyer
Should an&, of these sons predecease me, his share shall pass to his
children surviving.
I
I
share shall pass to his children surviving, or if furthel' refused fori
and on behalf of his children, this share shall be redivided among my I
I
I
1
4. I hereby nominate, constitute and appoint my wife, i
j
Irene B. Moyer as Personal Repre,sentati ve of my Will, to serve wi thou~
Should any of my sons refuse his share, this
other two sons.
bond.
Should she predecease me, fail to qualify or cease to act as
I
\
alternate Personal Representative, also to serve without bond. I
IN WITNESS WHEREOF, I have hereunto set my hand and seal at
St. C{~Ud, Florida, this Ii! day of f/tA...:Jw..Sf ,19'79. I
4 vL-'
LeRk ~ (SEAL) l
, amuelH.'Moyer i
I
This instrument was signed, sealed, published and declared !
such Personal Representative, I then appoint my son, Bruce Moyer as
by SAMUEL H. MOYER, the Testator above named, to be his last Will in
our presence, and we, at his request and in his presence, and in the
presence of each other, have hereunto subscribed our names as wit-
nesses allan the day and year last aforementioned.
~,~~
'rY) ~::t'jJa~
residing at
~~!~~~~l~~
residing at
~~~.~--fu(~ I~
Michael J. Barber
, and
Mary E. Davis
the testator and the witnesses respective-
ly,whose names are signed to the foregoing instrument, were sworn
and declared to the undersigned officer that the testator signed the
instrument as his last Will, that he signed, and that each of the
witnesses in the presence of the testator and in the presence of each
other, signed the Will as a witness.
~.J
witness
1r)tYy- :t"
Subscribed and sworn to before me by Samuel H. Moyer, the
testator, and by
Michael J. Barber
and
Mary E. Davis
the witnesses, on this
I S.( day of
'/
My commission expires: /J. "')..f)- Fz)
Page - 2 -
STATEMENT TO ACCOMPANY PENNSYLVANIA INHERITANCE TAX RETURN
FOR
ESTATE OF SAMUEL H. MOYER, DECEASED, NO. 2104-1113
Absent the implementation of pre-death or post-mortem estate planning measures,
the probate assets of this Estate are exceeded by non-probate assets, the debts and
deductions, and inheritance taxes liability, respectively, all of which are set forth herein.
The beneficiaries of this Estate acknowledge their obligation for all liabilities
incurred as estate settlement costs. They further have paid or shall pay in equal shares all
of the said estate settlement costs from the proceeds of collective assets which they have
individually received as a result of the administration of this Estate.
This statement is to certify that the three conditions for accommodating the
acceptance of this inheritance tax return, in so far as the sources of payment are
concerned under the circumstances, are fulfilled.
Very respectfully submitted,
~/-
..,(/.../. .' /y .
('~J/j~~~7 ~./:;/ /-'.:;/;'-2" 77?c:K
WILLIAM S. DANIELS
Attorney for the Personal Representative
~~a.,,.,. '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATEOF/V'J 0 yell:... J .:;;;;'Aj/?1~CL. ~
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
SCHEDULE B
. STOCKS & BONDS
FILE NUMBER
7-/ c;I..y -.1// 3
J
2.
DESCRIPTION
~ ~I ~ V/ltCS ,8::;::/YZ)) g>zJru6S. e6
/~5~O~e ffi7J7/ I~ /S?9Lj
. ,~>7-ce --9/7? ;;:') :P6YJ ~ 00
-#- 7"'?- ~2t,?~-q?-
/?J2;/V?t2 ~
Q!&788) 3 8 S',/s~. 35,':;' /!/
#//:3-7 / j t S')> C? 35, Sj/S'J
VALUE AT DATE
OF DEATH
ITEM
NUMBER
1.
39( 3(;
)....... /'C '-;;>"
'''': ,::/ ;I '..,'
/' / ,/. ,../ .'
~ -",/ ," ,
J
Q/
I( 3; 3 ' c-/
w
3,
LC@P
#- 0'a:7 5)
!;lCk// 8)
3;6' S'~ @ ,O:}L
/~~.
2;;- s:/; ~ ,O'7'SJ
/Jl27 c!J ~!!Sr -Ii ~?8t-
3 co'
.;"--v
/17)
k;,
/; ~9C, 08
.,
TOT AL (Also enter on line 2, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$~20:3?~9f '
/
,r,'
"j:~:'
'* CAS~;.~~~~a;SI~S AND
COMMONWEALTH Of PENNSYLVANIA MISCELLANEOUS
'NHmI~~~EJta~lt1~RN PERSONAL PROPERTY
ESTATE' OF
, /110 c-/(, S'",~~et-
IfV.l~ EX + (1-'7)
Ii
Please Print or Type
FILE NUMBER
..~C7"1- ),113
j
(All property jointly-owne with the Righi of Survivonhlp mu,' be di,do,ed on Schedule f)
ITEM
NUMBER
/
2./
3,
~,
DESCRIPTION
7~~rcLC~S C:~CC~/~~/2Jq/fl f3VtV~$!,
2)1 VI j)C-<';~:, C ,4/cC-(c:.S :
/?7 c'?T t-I Fe..
C-c?V/.sC/LY~N ,///9/ICOcl=-
)?e-i='-I/VO..) ;
-----
.'
VALUE AT
DATE OF DEATH
Ql
,..201 Cc?
;< ~ I 08'
.:J 2.3. 00
8 39 cC;
) 7-5'Lj/ 5U
/02. co
TOTAL (Also enter on line 5, Recapitulation) S '3 Ce,O I s--B -
/
(Attach a'dditlonal 8\12" X 11" ,hull if more 'pace j, 'needed.)
.
SCHEDULE F
JOINTLY-OWNED PROPERTY
. COMMONWEAlTH OF PENNSYLVANIA
. 'INHERITANCE TAX RETURN
RESI ENT E NT
/iSTATEOF/J') 0 r t!72., .s-'~ ~"" e-L )"L;
If an asset was mad. joint within on. year of the decedent's date of death, It must be reported on Schedule G.
FILE NUMBER ~
';2.,/{::7 9 - /'/1 ~
J
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
Aj)/)LE E) 0oye~
/? 3<:7/ i2ez; t/./c;>O.i)
JEo-~ t3/49:?'3.J &J
Stp,e~;;) ~)--'
C}5-'Y3r
S'ePJ
B.
c.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY 'foOF DATE OF DEATH
ITBA FOR JOINT MADE Include NI'll8 of financial lnatibJtion rod balk a:c:ount number Of simn.ldentifylng number. Attld1 DATE OF DEATH . DECO'S VAlUE OF
NUlABER TENANT JOINT, . deed lor jolntiy-held real estate. V AlUI; OF ASSET INTEREST DECEDENTS INTEREST
1. A ?V~t-/C' . f)/?~ F ~ 1/ Ct70 /L,,- ?-3 SO :7'?-3
I.-
,
If , ~/7.rNfL ?L #-307 2(; c~31 -.?U /3 OP&.t
;, jDu 13 ?-?c c. J ) ,)
.
-
~, -
III
,
TOTAL (Also enter on line 6, Recapitulation) $ /3 )o3L/ ~O
t
(If more space Is needed, Insert additional sheets of the same size)
PUBLIC BANK
2500 13th Street
Saint Cloud, FL 34769
~ P~~!i~ ~~~d~
EIlIC!
u<f- f3v6
J
DALE MOYER
17301 REDWOOD .SPRINGS DR
FORT BRAGG CA 95437
Date 11/15/04
Primary Account
Enclosures
Page 1
162087806
---
I
'i?omF~
'y
/...../...~
,./
~."....~.J
~, .
--------.
Senior Checking
Account Number
Previous Balance
Deposits/Credits
1 Checks/Debits
Total Service Charge
Interest Paid
Current Balance
CHECK I
~87~06 '~at~~e~f ~~f~~S~6ii4/04 thru
(lb~L 14.73 .--Days in the statement period
"-'-'-T4:~~ ~~~~~g~ ~;f~~~ted -
.00
.00
.00 2004 Interest Paid
o
11/15/04
33
6.24
6.24
.69
Activity in Date Ord~y"'------'~
Date Description ~ Trace No ,
10/28 Transfer To DpA \ 919000026
_ 1U;l; L No. (. 1 J...~~__~~__o-:. 5::;;:-- ~ J I
~
Daily Balanc~ ation
C PO bl rif Bank
Amount
14.73-
/'
r' V"
- --- r
r r I 1Iit1111~~
Flc)rida
I
l
.'" /(Mpt/ ~t-;ftul ~~/tttf Q/ -
nt{!; 0 ,~ _{!/dV
c . t'; L-/t/t{l1 (yPL.. ) \
J{rIM.- ~((f:,A /L~~~~~-1-q c'CL-rj'
- }'r',ffvf-r/ / /L~1_: '
>Lt, w;- d t'c;VfC'l - . ;
tt~((A . 0 I to ~ r!lA ,/-8 {}~:uy
!;f/ t Wt:f fr,1N c , U1f irP " ',. hd, <2<1. .
t.W/ fC~~; ~i:-C VJ ~..
Nl1TI=' C::CC CC\lCCC::C C::lnc I:nc IMcnCTdNT IN~nl~l\AdTlnN
PUBLIC BANK
2500 13th Street
Saint Cloud, FL 34769
ep~~!i~ ~~~d~
EPIC!
?i3j
DALE MOYER
17301 REDWOOD SPRINGS DR
FORT BRAGG CA 95437
Page ~\
1437~
En
~') 'NJJN Ov Of t}/1 (u L <it
CHECKING ACCOUNTS
EFFECTIVE 1l/01/04,MONEY MARKET ACCOUNTS WILL NO LONGER
AUTOMATICALLY SWEEP FUNDS TO COVER OVERDRAFTS IN ANOTHER
ACCOUNT. SUCH TRANSFERS M GENERATED BY OUR CUSTOMERS.
. 4
8.00
4.82
3.18-
umber of Enclosures' 0
tatement Dates 10/01/04 thru 10/31/04
Days in the statement period 31
Average Ledger 22,691.61
Average Collected 22,691.61
Interest Earned 4.81
Annual Percentage Yield Earned 0.25%
2004 Interest Paid 43.30
Inveitm~nt Checking
Account Number
Previous Balance
Deposits/Credits
1 Checks/Debits
Total Service Charge
Interest Paid
Current Balance
,
Activity in Date Order
Date Description .
10/28 Transfer To DDA
. Acct
10/29 Total
10/31 Inter
,- .
Trace No
919000024
Amount
26,053.34-
10/29
63056306
gPublic Bank
....,...~__" 'M~~
Flc)t10da
nance fee
Statement Code Summary
Code DescriptioD
Overdraft
Code Description
SC Total Service Charge
.<
Date
10/28
Date
10/29
Daily Balance Information
Date Balance ,/'
10/01 26,053.34 ~
Balance
.00
Balance
L:J
I ()/ ( t
?
J
,
I
\
to.InT~' Cl:l: Cl:\fl:CCl: C::lnI= J::('U:~ IMPORTANT INFORMATION
REV-1510 EX. (1-97)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
.
COMMONWEAL TH"OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF /1 oV ~/Z.I Sl'trnu.eL
I
I/,
FIL.E NUMBER /3
2/(;J~ -1/
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_
ITEM
NUMBER
1
;2,
J.
1
j,
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_
S b/JJC # /jJ;?ofJaJ8
GO (9' /8/C.y vr)
?Gt j/; e-- (J/}?v'//C::- /)- L
% -1/ /~ 'JOSe. 30~
to/polo.) / CJr; )
m6'7' c!/rc 4l/l.//V~-;;;-
;tJ .;r; C)J- 31- if 7Q
I--IV/ 92 ~'1/ ?i
S;l>9--7c S'77Z-,ec-~ ~/2-/)
,#531--- OS3/02 0,1 s-/O
i,
N ,IJ c/?",o V/ ~ i/- cf { ::;-8
~ (/0/2-7)03; :Jt-;)
!v1flV/O r / /T 71- 8 { (~'
% C:/O/d,3) cJt,)
c3 /}/)J c::l :J~ Of
L3or/~/r.v~ -
7,
DATE OF DEATH
VALUE OF ASSET
11
/ (/ 0::70, Co
J
/3) ! 01...2/
/1;3)~91--
'72 ?53/ gJ
/ ,
~~o/13
%OF J
DECD'S
INTEREST
cflJ Z
c3U~
/cv'Z~
/00 /0
/::::'0 '/
EXCLUSION
IF APPliCABLE)
TAXABLE VALUE
3 00::7
/
::J- CC-'Q
/
3;(/00 /~ lell 2-i
-
/' / '2 1'5~ S~I
1;;/ 'rlF
91 ') .'~ -;;' ,.'--;
:.L: 0' !..;/r _/ -'"
/
- '2 / /-L.I L_
/7_\0(../ 7(''1._
)
o ?-2/' $'4 JCOO Cy
/
~ ill- 50 ?, ~ uoo_ q;
cS~ % (0
31vt90 I
TOTAL (Also enteron line 7, Hecapitulation) $ / 21 8831 Li;
(If more-space is needed, insert additional sheets of the same size)
J-/( ~UBLlC BANK
. " 2500 13th Street ( l"'2.
h'L- S~tCIoUd, FL 3476B (' r> (0( 't' U
fPJ ~uJ.--/
~7--f92 ~
1/31
{, 3(/'~
It P~~!~,~ ~~~d~
EPIC!
?:Vb
\)&j f1til1t ad-
\
\
i
/
I
I
/
CHECKING ACCOUNTS ~
Number Of'E~losures
163056306 Statement/Dates 10/15/04 thru
13,109.21 Days in the statement period
26,068.07 Average/Ledger
780.24 Average Collected
. 00 Inte~est Earned
3.87 Annual Percentage Yield Earned
38,400.91 2004 Interest p~id
~//y
/~----"'<
Date 11/16/04 )
Prim Acc(~
Enclos
DALE MOYER
17301 REDWOOD-SPRINGS DRIVE
FORT BRAGG CA 95437
C Page 1
,163056306
~G
Senior Checking
Account Number
Previous Balance
2 Deposits/Cfedits
3 Checks/Deblts
Total Service Charge
Interest Paid
Current Balance
o
11/16/04
33
28,496.15
28,496.15
3.87
0.15%
21.49
Activity in Date Order
Date Description
10/18 BILL PAYMT VERIZON
[ PPD
10/28 Transfer
Acct No.
10/28 Transfer
Acct No.
10/29 BILL
PPD
11/09 BILL
PPD
11/16 Inter
Trace No
782459383
,
Amount V
19.89-
-----------
Daily Bala .1
Date,
10/15
10/18
From DDA
162087806
From'DD\;iii.. 919000023 26,053, 34 II.
'ratilie BaDIl
919000025
14 :73'"
--.._--~,-
,
lIT c..
r "1llr~p . v HI JIiIf r Till I _1III~"fI-=nl-"""""""~~~'JOI)tJ-'i'!.~Ul-M<'li
Date
10/28
10/29'
Balance
39,157.39
38,528.96
F " ''')'' r i r~
\..~ Da1i:U
- 11/09
11/16
Balance
38,397.04
38,400.91
J:"'
Interest Rate Summary
Date Rate
10/14 0.1500%
I
I
i
i
~
~lnTa::. ecc oC\lcoec clnc c('\o IUC(,\OTl\"IT 1f\JJ:'('\Of..lll\Tlnf\J
REV.15!1 EX. (12.85)
Please Print or Type
FNUM.BER
~~~f-/I/.3
.:J
'*
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
~
/YJor€~, -S19n?~e~
ITEM
NUMBER
AMOUNT
DESCRIPTION
A.
21
Funeral Expenses:
1.
#u",c/ ~ L/lI<7C/Z. .FY-A/c124L /7b-/l?6.
)-/jmILr ~cco~n//1Oj;)A9-i/c;?'V..5' /
~?/r7)-L-(0
B. Administrative Costs:
1.
2.
Personal Representative Commissions
Social Security Number of Personal Representative:
Year Commissions paid
,
Attorney Fees MC/l?clL.rX 2>9""""/tC:.LS
3. Family Exemption
Claimant
4.
C.
1.
,<
3,
7"r
--s;
(.".,
Relationship
Address of Claimant at decedent's death
Street Address
City
State
Zip Code
Probate Fees R EC/SrC/<.. ~ t::v/.Y /S
~/T7C1N'9'- ;Pb:;;6)tjTcE ;=cE
Miscellaneous Expenses: . .'
~~b~n0/.(/ .I~C1~<<~.4L /lcls, Lf/,.fl'Es7;tJ.
/
/#ESb"V1/N~L-Lfi~L Aaf, iraS', iEst,AtJ,
I /
;2!X./srEZ 1 W/*/ S'/fb/Zr CC/ePs.
L' OM ,i)5;?;;WC<::?- ;//P/Vc/ P-1.{' I ;>c:. fJc/5:/79. C,6'
/2 (5::/-> /C7L- l' c:;./ T p/ :;;~,v;
RLS:.>C/Lv~ rr- ~E;;r-U/VC- Gs7'-~7L
TOTAL (Also enter on line 9, Recapitulation)
(If more space iSfteeded, insert additional sheets of same size)
q
~333/CG
~~8. 73
7-vcrvC
/ at:, '7 CiJ
0/ .--< r
%
I
2100
:2 ;J... I O:.l
7-5; ctJ
) l' 7" 0'/
..-?~/ OG
/ 9vI 00
-42, a:;
:]00, 00
s / I; 8& 1, /U
.~ SCHEDULE I
COMMON'WEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INH~R1Si~~OTt"2E~~~RN MORTGAGE LIABILITIES & LIENS
ESTATE OF i II FILE NUMBER
/YJC)re-~t ..s''''1Ynt,,{G'- '7; ;2./O~-1/13
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
A~OUNT
~
,
A
'~/1 S;/IZ'~~YI;l/l~,/S1r~5
POI lJ, Gc(~-!.f?L c; /.J~(Cf7c/"NCC/C/
~/;t-IfJ/'~'.4L j/C/2.- s C?~ /9-L-_7t
s u 5 Qt( &#;t)~ IN re/L./v/}-c J'?76:f)ICYNGj
Src ~,
:;31 CP r
, '
2,
\
30,co
8, BS-
--1/
V' ./2/2-1 2--0?l/ ? ~ e- S vc.
. J
/9/ 8 9
s
P/JIJ!l2mllCr (O/Y7Nf C-1/2.:)
r .
/3)/ 92-
0.
? C- C-- U T7 L/ ~./e-S:
/
)SOAL;:;2.,
7-,
VCl2-rZ-C7N) r/V4~ DIll
8,OLJ
~,
TOTAL {Also enteron line 10, Recapitulation) $ 37-.3 ( 0,--'1
(If more space is needed, insert additional sheets of the same size)
REV .1513 EX + 12.87)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX lETURN
RESIDENT DECEDENT
SCHED'ULE J
, BENEFICIARIES
ESTATE 0/11 CJ rE~1 r"lrn't&L )I I
FilE NUMBER
';:;'/CJ~ -1/13
I
ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP .. AMOUNT OR
NUMBER SHARE OF ESTATE
A. T oxable Bequests: S'C::;1 tIV ?3
1, J]/U1 cE ~ /1 or~
Rd.
~O2. ~~L1?!; "'1# .
$"'0 "'- /) ~4..;I'C;,n,)1 ~ /896, 'i
1... Z;~t.e ~, /YJare/L. S Co:-;,,; 1'3
I
I ~ EO I A?e~tW(;C;/) Sj;r;;yj! ~,
,c" ILl- ,6,e,;GC1 ~ 95"4' 3 '?-
3, ,K'e ~ ~ /r,g', h) or erz...... ~ 0- ~f1./ Y3
~ C-i..e<'9/<. Vle-~ ~r~,
.0
C/1~'-I.$" 8/ pet:) I :;.GI 3 ~
.-
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental Bequests:
1.
"
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter onJine 13, RecapitullJtion) S
(If more spact is needed, insert additional sheets of same si:z:el
Cumberland County - Register Ot--Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 9/14/2006
DANIELS WILLIAM S
ONE W HIGH STREET STE 205
CARLISLE, PA 17013
RE: Estate of MOYER SAMUEL H
File Number: 2004-01113
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: 10/17/2006
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 - :RegisE-er OfWills---
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 9/14/2006
MOYER BRUCE H
602 HALTEMAN RD
SOUDERTON, PA 18964
RE: Estate of MOYER SAMUEL H
File Number: 2004-01113
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: 10/17/2006
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
-~
..J"<'
;..,........
c>
..
..~
.t
o 0
,
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
L110Y~1 s:',;ymJ I/r
Name of Decedent:
Date of Death:
Estate No.:
;;2ec/Lj - all /3
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:
Date:
a"
U">
~
,c
0.-
N
N
~
~
~
1. State whether administration of the estate is complete:'
Yes 0 No JXf
2. If the answer is No, state when the personal represen
the administration will be complete: j/'1/oy
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
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' urt and may be,
attached to this report.
'j -2.). - ~6
C/
,~ 0,-
Signature
c2J#J-/I/ .?e 4:::5'
w,
e
,/
Name
...:'s
0.:::
I---. .
ff)c
\.' C)':-
c5C~}
--L cr .
cc::>, '.
':j ~r~ (.~ -
00:;, r:.
a::. -~"
05
<..)
/ W. ~r~ &. %- ~,S-
Address ~~~/ ,PA-c~/ 3
777--~~~-383/
Telephone No.
Capacity:
o Personal Representative
~ounsel for personal representative
~
09-25-2006
MOYER
10-17-2004
21 04-1113
CUMBERLAND
101
APPEAL DATE: 11-24-2006
( See reverse side under Objections)
A.ount R..ittedl I
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 4-
iEv:i5~7-Ex-AFP-ioi:05i-NOTicE-oF-iNHEiiTANCE-TAi-APpiAiSEMENT:-AiioWANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
SAMUEL H FILE NO. 21 04-1113 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 210601
HARRISBURG PA 17121-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~-r'('\n...,,...~~,~F'i[INHERITANCE TAX
,', :::'-RAiSEMENT'T'~Al:LOWANCE OR DISALLOWANCE
~:E:Jl!~~T:fdN(~ND ASSESSHENT OF TAX
2006 OCT - 2 Pi112: 35
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLERK OF
OR'"" ",, I'I" {'('I lOT
i'1-i:'-\.l\j \) uUlJi II
r"llh,u:r'd)l iif': . P,I\
v .. I., ,-'__, ~,._. ...
WILLIAM DANIELS
HUMER & DANIELS
1 WEST HIGH ST STE 20
CARLISLE PA 17013
ESTATE OF MOYER
.
REV-1547 EX AFP (06-05)
SAMUEL
H
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 09-25-2006
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 ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. A.ount of Line 14 .t Spousel rate (1S)
16. A.ount of Line 14 taxable at Lineal/Class A rate (16)
17. A.ount of Line 14 at Sibling rata (17)
18. A.ount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX "KII:.&I~.::ll:
.. .. ...n . .---. ."J AMOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
01-12-2005 CD004834 299.12 5~700.00
09-18-2006 REFUND .00 16.72-
TOTAL TAX CREDIT 5~982.40
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. HortgageslNotes Receivable (Schedule D)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. JOintly Owned Property (Schedule F)
7. Transfers (Schedule S)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
4.203.94
.00
.00
3.060.58
13.034.40
124.883.41
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/A~. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Lians (Schedule I)
11. Totel Deductions
12. Net Value of Tax Return
13. Charitable/Gover~tal Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
11 ~867 .10
373.09
(11)
(12)
(13)
(14)
NOTE:
.00 X
132~942.14 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19)=
· IF PAID AFTER DATE INDICATED~ SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your eccount~
SUbBit the upper portion
of this for. with your
tax P.~t.
145~182.33
1~ ~tiO 19
132~942.14
.00
132~942.19
.00
5~982.40
.00
.00
5~982.40
( IF TOTAL DUE IS LESS THAN $I" NO PAYHENT IS REQUIRED. t:\
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~ YOU HAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
C;:(Y'tDr,(:"n r.cC"!('r" n~
BUREAU OF INDIVIDUAL TAXES I il_\/'/i,i:~;~ I~I' ',cut ;/' ZNHERZTANCE TAX
INHERITANCE TAX DIVISION ; STATEMENT OF ACCOUNT
PO BOX 280601
HARRISBURG PA 17128-0601
'*
REV-1607 EX AFP (03-05)
2005 NOV -3 At111: 24
CLH.
WILLIAM DANIELS
HUMER I DANIELS
1 WEST HIGH ST STE 20
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-02-2006
MOYER
10-17-2004
21 04-1113
CUMBERLAND
101
AlIOUI'It R_l UH
SAMUEL
H
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper crHlt to your IICcount, subIIit th. upp.r portion of this for. with your tax p.~.nt.
CUT ALONG THIS LINE
--+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
---------------------------------------------------------------------------
REV-1607 EX AFP (03-05)
... INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF MOYER SAMUEL H FILE NO. 21 04-1113 ACN 101 DATE 10-02-2006
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUltttARY 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: 09-25-2006
PRINCIPAL TAX DUE: 5,982.40
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-12-2005 CD004834 299.12 5,700.00
09-18-2006 REFUND .00 16.72-
TOTAL TAX CREDIT 5,982.40
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
II IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PA YHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
~
Register ofWill~ of Cumberland County
Name of Decedent:
STATUS REPORT UNDER RULE 6.12
5-9-;n~ ;-I,
Date of Death:
/hO/4r/
(C)-I'} ,. 0'1
Estate No.:
}bo'1 - II I';
Pursuant to Rule 6.12 ofthe 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. lfthe answer is No, state when the personal representative reasonably believes that
the administration will be complete: /2-- 3/ -0 7--
3. lfthe 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
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. ,; _ /)
/~-S--C'?- c:::;~~
Signature
Date:
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ItlnO:) S,N\jHdtJO
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NamHUMER & DANIELS
1 WEST HIGH SI STE. 205
CARUSLE. fA 17013
Address
9'/?- - z...f1~ -3?' /
Telephone No.
60 :8 Wd S-lJO IDOl
Capacity: 0 Personal Representative
Ga Counsel for personal representative
11
Via. ®.C. yule 6.12 ST,~T'~JS P®~~'
REGISTER OF WILLS OF (sGl/??~1~~~- COUNTY, PENNSYLVANIA
Name of Decedent:
Date of Death: (J~~4~~/~' ~ /, /~ File Number: ~y[J~ ~Q~~~~Z----
D ++„ p~ !l !-' D 1 ~ 1 ~ T , ~~ the f~ll~~z,ino tiuitl-i racner.t to nmm~~P.tiClrl llf the ad1111T11Stratl011 of
i Lirsuaii~ w • u. v.`• i~iiie v. <., i :ep --p r--` r----'--
the above-captioned estate:
1. State whether administration of the estate is complete :.................... ~ -Yes ~ No
2. If the aiiswei°is No, state when the personal representative
reasonably believes that the administration will be complete:
3. If the answer to No. 1 is YES, state the following:
a. Did the personal representative file a final account with the Court? ....... ]Yes No
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account
infoln~ally to the parties in interest? ............................... Yes (~ No
d. Copies of receipts, releases, joinders and approvals of folznal or informal accounts maybe
filled with the Clerk of the Orphans' Court and. maybe attached to this report.
Dnte ~~~ ~r ~ ~~v
Signature of Perso+z Filing this Form
Capacity: Personal R,e/present/ative Q Counsel
Name of Person Filuzg dzis Form ~ ~~~
~~ bra ~~~
Address ~
Telephone
ronn R6P-JO rev. 10.13.0/
Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF~~~~~'' o/~%~ CONY, PENNSYLVANIA
G~ v ~^ l~
Name of Decedent:
~ '~/ ~' "- ~ ~ File Number:-_~~r--, ~// -~
Date of Death.:
Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of
the above-captioned estate:
....... ~ Yes ~10
1. State whether administration of the estate is complete :........... .
2. If the answeris No, state when the personal representative
reasonably believes that the administration will be complete:
~l /.
3. If the. answer to No. 1 is YES, state the following:
a. Did the personal representative file a final account with the Court? ....... Yes (~No
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account ~Z'es ONo
......................
informally to the parties in interest? ........ .
d. Copies of receipts, releases, joindersCnodrt and may be attachedrto this rep ccounts may be
filed with the Clerk of the Orphans
Dnte L ~~ ~ Signature of Person Filing thts 1~orm
_' C'~
-~-- ~
~ _ _
r_;
Ca aci Personal Representative ,r~Counsel
1 !i_t •""= ~~'
t ~' - Name of Person Filing this Form
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C U
~ ~ q-
Q ~
c~
Address
1 WEST HIGH ST. STE 205
Telephone y ~~~/
~~'~, ! ,~
For-ni R N~-! 0 rev. 10.13.06