HomeMy WebLinkAbout02-1079LAW OFFICES
JOHNSON, DUFFIE, STEWART c~ WEIDNER
A Professional Corporation
JERRY R. DUFFIE 301 MARKET STREET
RICHARD W. STEWART P. O. BOX 109
C. ROY WEIDNER, JR. LEMOYNE, PENNSYLVANIA 17043-0109
EDMUND G. MYERS WEBSITE: www.jdsw.com
DAVID W. DELUGE
RALPH H. WRIGHT, JR. TELEPHONE 717-761-4540
DAVID J. LANZA FACSIMILE 717-761-3015
MARK C. DUFFIE E-MAIL mail®jdsw.com
MELISSA PEEL GREEVY
MICHAEL J. CASSIDY
ROBERT M. WALKER
December 3, 2002
Cheryl A. Winters ~°~ - ~~ ~ ~'
Office of the Register of Wills
County of Cumberland
One Courthouse Square
Carlisle, PA 17013-3387
RE: Power of Attorney-in-Fact of Florence J. Reese
Dear Cheryl:
HORACE A. JOHNSON
COUNSEL TO THE FIRM
KEIRSTEN WALSH DAVIDSON
OF COUNSEL
WRITER'S EXT. NO. 124
E-MAIL rhw@jdsw.com
You had faxed over for my review an instrument titled "Power of Attorney-in-Fact of
Florence J. Reese" (the "Power of Attorney"), dated February 28, 2000, and, which is a durable
power of attorney, and a copy of the Last Will and Testament of Bert W. Reese, dated February
28, 2000. I discussed this matter with Charles E. Shields, III, Esquire. I understand that
Florence J. Reese has had a stroke and is physically unable to serve as Executrix under the
Will of Bert W. Reese, her husband. Mrs. Reese's daughter, Melinda J. Reese, is named as
Attorney-in-Fact for Florence J. Reese, in the above-referenced Power of Attorney.
The Power of Attorney does include a broad grant of general authority to act on behalf of
the Principal. I am satisfied that the Power of Attorney confers sufficient authority for the
Attorney-in-Fact to renounce, on behalf of Mrs. Reese, the right to administer the Estate of Bert
W. Reese. Melinda J. Reese, the Attorney-in-Fart, as alternate Executer, would then be eligible
to apply for Letters Testamentary.
Very truly yours,
JOHNSON, DUFFIE, ST~€WART & WEIDNER
~~~d~~/C
Ralph H~Wright, Jr.
RHW:lar:165776
PETITION FOR PROBATE and GRANT OF LETTERS
Es~a~e of _~3E.pT w, /j~•sF 1\0. 21-02-1079
also known as To:
- Deceased.
Soria! Security No. !90- ZL -06/t~
The petition of the undersigned respectfully represents that:
the
four petitioner(s), ~~hc isiare 18 years of age or older an the execut__
in the last wall of the above decedent, dated named
and codicil(s) dated -- br ~ ~ , ]~'zeoz
(state relevant circumstances, e.g, renunciahun, death of executor, etc.)
Uecendent was domiciled at death in Ci.n,be,-/an
County, Pennsylvania, with
h L last family or rincipal residence at ~25~ Lis kip /~~,! ~~ 3oz~ ~~ N.Y/
--~/ T /~.~ /7v//
r
(list street, number and mt~ncipality)
Uecendent, then~l__~~ .!_ years of a e, died _ _/l/o[ie~er /8 ~ZOaz
at D/[I titaiivT ~/os Ta G
Except as follows, decedent did not marry, was not divorced and did not have a child orn 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.) 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:
$ % ~ opp. va
WHEREFo~RE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters Tesfa-__ f1f~~ Irv
theron. (testamentary; administration e.t.a.; administration d.b.n.c.t.a.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONV~VEALTH OF PENNSYLVANIA 1
COUNTY CIF C_Ct~~}Ny~ ~ ss
The petitioner(s) above-named swearls) or affirm(s) that the statements in the foregoing petition are
true and correct to t`t;e 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 admin.ist~- the estate according to law.
Sworn to or affirmed and subscribed ~"
before me this __27th ~~ ~~~~~ ~ ~ '~ ' ~' ~
VEMBER day of ~.-- __ ~•
~~ ~
~~J~~ R is er ~
Register of Wills for the
County of Ct,~.„,6e~-/cmd in
Commonwealth of Pennsylvania
No. 21-02-1o~a
• ,Deceased
Estate of BERT W REESE
DECREE OF PROBATE AND GRANT OF LETTERS
DECEMBER 3 x~cj 2002 ~ in consideration of the petition on
AND NOW
the reverse side hereof, satisfactory proof having been presented before me,
FEB. 28, 2002
IT IS DECREED that the instrument(s) date
described therein be admitted to probate and filed of record as the last will of
BERT W REESE
and Letters TESTAMENTARY
MALINDA J REESE
are hereby granted to
FEES
Probate, Letters, Etc. ......... ~~~
x- a e •
Short Certificates( ) • . • • • • • • • ~ 5---°
S-
Renunciation .•••••••••••••" 10.00
JCP 5---
TOTAL $ 67.00
Filed ...DECEMBER 3, . 20Q2 ............ .
Register of Wills~GL/~,/'~~~,~2c~
ATTORNEY iSup. Ct. LD. No.) 38S ~`~
6 C/OL/SCr /~v
/11ec/r ~' K ~ asf
ADDRESS
7/7- 7GG -azo~
PHONE
REGISTER OF WILLS OF L u nt~3~~~ COUNTY
OATH OF SUBSCRIBING WITNESS
C'h'.f~~LES E'. ~i~s
~a___, _.
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--(~eh~a subscribing witness to the will presented herewith,{eaehj being duly qualified according to
law, deposels) and say(s) that HE w.¢S
/~E2T Gu , /2E~~e- present and saw
the testat or ,sign the same and that _ i`~'F' signed as a witness at the
request of testat oi" in h s presence and
(I he
fltbe~suhscr;' )).
Sworn to or affirmed and subscribed before
me this ~.~ day of
' -- ~'zovz
~~JG~eJ - Register
"` ~~'' ~-
L'!.~/f/ZLES E .SN/~ZQS ~q
(Name) `-'
~ CCous~ .E'~1, /ll~z'.Sii1~i1~/csBcr.p6, /-~•~ iT~sS'
(Address)
(Name)
(Address)
RI~~GISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
familiar•_with the signature of
codicil
testat of (one of the subscribing witctesses to) the will presented herewith and
that °. codicil
believes the signature on the will is in the handwriting of
to the best of knowledge and belief.
Sworn to or affirmed and subscribed before
me this day of
19
Register
!Name) •
(Address)
(Name)
(Address)
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that present and saw
the testat_ ,sign the same and that signed as a witness at the
request of testat in l~_ presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this - day of (Name)
19
Register
(Address)
(Name)
(Address)
REGISTER OF WILLS OF C u ~i,t3~~.J COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(eaeh~ a subscriber hereto, (e~tel~} being duly qualified according to law, depose(s) and say(s) that
'sy~ ~; familiar with the signature of .BE72T Cry. ~'3E
testat_ of ~
the will presented herewith and
c~icil.
that S~YF believes the signature on the will is in the handwriting of
,QE~T ~v, .~2~3~
to the best of f/~ knowledge and belief. ~--
Sworn to or affirmed and subscribed before
e this ~~ ~J/ day of
-/ y~zooz
Register
~~~)~
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/s1A~ciiyA~ /• R~~Name)
/j`/CS ude ~ / 7a 5`,S~
(Address)
(Name)
(Address)
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'T OF FLOREN E T REE4E ~ef`~~~
1.
~~
KNOW ALL MEN BY THESE PRESENTS, that I, FLORENCE J. REESE, currently
of 408 Alison Avenue, Mechanicsburg, Cumberland County, Pennsylvania 17055, have made,
constituted and appointed, and by these presents do make, constitute and appoint my husband,
BERT W. REESE, currently of 408 Alison Avenue, Mechanicsbur umberland Count
Pennsylvania 17055, my true and lawful Attorney in Fact form and in my na,,,P
,generally, to do
and pe orm all matters and things, transact all business, make, execute and acknowledge all
contracts, orders, writings, assurances, and instruments which may be re uisite or roper to
effectuate any matter or thing appertainin to or belon ing tom . n the event that my wi e,
Floren e eese, is una a or unwi mg to act as suc ttorney-in-Fact, I appoint my daughter,
MALINDA J. REESE, currently of 1075-4 Lancaster Boulevard, Mechanicsburg, Cumberland
County, Pennsylvania 17055, as my true and lawful Attorney-in-Fact in his place and stead. In the
event that my daughter, Malinda J. Reese, is unable or unwilling to act as such Attorney-in-Fact, I
appoint my trusted friend, STEPHEN C. CUSTER, currently of 170 Church Road, Cazlisle,
Cumberland County, Pennsylvania 17013, as my true and lawful Attorney-in-Fact in her place and
stead. For the purpose of reliance by third parties, the presentation of this power by the successor
Attorney-in-Fact shall be deemed conclusive proof that the previous Attorney-in-Fact has failed to
act or ceased to serve.
1 a.
PECIFIC POWERS INCLUDED IN GENERAL POWER -Without limiting the
general powers hereby already con erne , my ttorney-m- act shall have the following specific
powers which aze included in the foregoing general powers.
2.
AND, SPECIFICALLY, to endorse salary, Social Security, pension, dividend, interest, and
such other checks as may be payable to me or to my order; to convert into cash such of my assets
as may be necessary for the purposes hereinafter set forth; and to deposit the same in my account
or accounts in the AmeriChoice Credit Union, Chicago First Investments, or in any other banks,
credit unions, financial institutions or brokerage houses in which I may have accounts; and to draw
checks on my accounts in the aforesaid banks, financial institutions or brokerage houses for the
payment or purchase of anything for my benefit and to pay out such sums for my living and
maintenance expenses, and for hospital, surgical and medical charges and the like as, in the opinion
of my Attorney-in-Fact may be adequate and proper.
3.
TO HAVE ACCESS to my safe deposit box at PNC Bank, Windsor Park branch, and to
any safe deposit box which might be rented in my name either individually or jointly with others.
4.
TO SELL or redeem any shares of stock, bonds, certificates of deposit, and other securities
which I may now own, and to invest and re-invest the proceeds therefrom as, in the judgment of my
Attorney-in-Fact appeazs to be prudent; to close out existing bank, financial institution or brokerage
house accounts, institute new accounts, and do such other things in connection therewith as in his or
her discretion appeazs to be in my best interest.
5.
TO SELL any real estate which I may now own or hereafter acquire, to receive the purchase
money and to sign, seal, execute, acknowledge and deliver all Deeds, conveyances or other
instruments necessary to the purchaser, including my residential property at 408 Alison Avenue,
Mechanicsburg, Cumberland County, Pennsylvania 17055; to make and execute any releases,
agreements, mortgages and/or contracts, by Deed or otherwise, in his or her discretion deemed
necessary and expedient in the premises, and to manage, let and demise any such real estate now
belonging or which may hereinafter belong to me; to enter and re-enter upon the same, taking
possession from time to time as shall be desirable; to give notices to quit and the like; to collect all
rents due and to become due, with power to institute action-in-law in my name, and to conduct all
manner of proceedings at law which to him or her shall seem proper and necessary.
.1 -,
6.
TO SELL, in his or her discretion, any automobiles which I may now or from time to time
own, and any other personal property and household effects.
7.
TO AUTHORIZE, procure, consent to for me and my benefit such domestic help,
supplies, medical attendance and surgical or nursing home care or any other care as I may from
time to time need, such as may be necessary and proper for my comfort and convenience and to
advise and aid me in my business matters and personal arrangements from time to time as I may
need, desire or request, and generally to care for me and my property and possessions according to
his or her best judgment for my advantage, comfort, and best interests; with power to make and
substitute anAttorney-in-Fact or Attorneys-in-Fact under him or her concerning these premises,
and the same at his or her pleasure to revoke; giving and granting unto my said Attorneys-in-Fact,
or their substitute or substitutes, full power and authority to do and perform all and every act or
thing whatsoever necessary to be done in and about these premises, as fully to all intents and
purposes as I might or could do if personally present; hereby ratifying and confirming all that the
said Attorney-in-Fact or Attorneys-in-Fact, or their substitute or substitutes, shall lawfully do or
cause to be done by virtue of these presents.
8.
My Attorney-in-Fact is authorized to prepare, sign and file income tax returns or
declarations of estimated tax for any year or yeazs; to prepare, sign and file gift tax returns with
respect to gifts made by me for any yeaz or yeazs; to prepare, sign and file any claim of refunds of
any tax; to execute any and all additional powers of attorney-in-fact to any and all taxing authorities,
including the Internal Revenue Service, for any purpose whatsoever, including the right to endorse
and collect checks in payment of any refund of the Internal Revenue Service, penalties or interest; to
execute waivers including offers of waivers of restrictions on assessment or of claim for creditor
refund, to execute consents extending the statutory period for assessment or collection of taxes, and
to execute closing agreements under Section 7121 of the Internal Revenue Code.
9.
I am also specifically conferring upon my Power of Attorney-in-Fact the right to request,
receive and review my medical records; to employ and dischazge physicians, psychiatrists, dentists,
nurses and other like professional; to give or withhold consent to my medical care, surgery,
hospitalization or any other like procedures or caze, including psychiatric Gaze; and especially to
refuse life-prolonging procedures should circumstances lead it to believe such refusal would be
wise; however, my Attorney-in-Fact shall be permitted to consent to procedures and medicines
which would alleviate pain, even though such might lead to a prolongation of my life.
10.
IT IS SPECIFICALLY UNDERSTOOD that I am conferring this power upon my
Attorney-in-Fact, effective immediately, in contemplation that I may become physically unable, or
legally incompetent, to handle my affairs, and this Power of Attorney-in-Fact is to continue in full
force and effect, and the authority conferred herein shall be exercisable notwithstanding any
physical or mental disability.
i~,,~N WITNESS WHEREOF, I hereunto set my hand and seal thi day of
~,~~ A.D. 2000.
FLORENCE J. ES (SEAL)
2
Witnessed by:
'.~ . {
- ---- -
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND SS:
,[~ ~
On this, the Q~~," day of ~ A.D. 2000, before me, a Notary Public
in and for said County and State, personally appeared FLORENCE J. REESE, known to me to be
the person whose name is subscribed to the within POWER OF ATTORNEY, and acknowledged
that she executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and notarial seal.
Notary Public
Notarial Seal
Charles E. Shields III, Notary Public
ttlechanicsburd Boro, Cumberland Cc.;r-av
"''~~ C'ommissian Expires June 20, ?9~ ,;
3
~ ~ o..a - ~o ~9
RENUNCIATION
In Re Estate of ~~~ T ~- ~E~S~
deceased.
To the Register of Wills of ~',C!/hl3~/ul~ County, Pennsylvania.
The undersigned /flfL~i!/I~~ / ~3C ,~5 /~T~Y-/~/ FigCT ~,t~ ~LO2E~uCE
of
~. ,e~~sc, ~ivow
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
7FS%~1-/~~7VTi~Y
be issued to /~1.f~L~/Y.Dlf c~ ~E~SEC
WITNESS /~~~ hand this Z~ day of O ,~'21JpL
x ~ ~c.. ter' .~ //, / --=- ° ~ %' <~
_cl „~ ~ i
/y/~fl//!'D /f /- ~ a re) Q 5 .4t fir, ~ in , /`C~c t
/d 7.S- 4~ La~uas fe~^ /3/lair!
(Address)
(Signature)
(Address)
(Signature)
(Address)
LAST WILL AND TESTAMENT OF BERT W. REESE
I, BER:T W. REESE, of the Borough of Mechanicsburg, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish
and declare this my Last Will and Testament, hereby revoking and making void any and all prior
Wills by me at any time heretofore made.
1.
I direct the payment of all my just debts and funeral expenses as soon after my decease as
the same can conveniently be done.
2.
All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and
wheresoever situate, I give, devise and bequeath to my beloved wife, FLORENCE J. REESE, to
her own use and benefit absolutely.
3.
In the event my said wife, Florence J. Reese, should predecease me or die at about the same
time I do, such as in an accident or disaster common to both of us, I hereby direct all the rest,
residue and remainder of my Estate to be distributed to my daughter, MALINDA J. REESE. In
the event she predeceases me, then to her issue, per stirpes. In the event she is not survived by
issue, then my estate is to be divided into two (2) equal shares. One (1) share is to go to my wife's
niece, JANICI: E. CUSTER and STEPHEN C. CUSTER, her husband, by the entireties. In the
event they both predecease me, then to their issue. The other share is to go to my wife's niece,
PHYLLIS A. IsROSS and her husband, STEVEN GROSS, by the entireties. In the event they
both predeceaef; me, then to their issue.
4.
I nominate, constitute and appoint my wife, FLORENCE J. R:EESE, to be the Executrix of
this my Last Will and Testament. In the event that she should predecease me or for any reason be
unwilling or unable to act as such Executrix, I nominate, constitute and appoint my daughter,
MALINDA J. REESE, to be Executrix in her place and stead. In the event that she should
predecease me or for any reason be unwilling or unable to act as such Executrix, I nominate,
constitute and appoint my niece's husband, STEPHEN C. CUSTER, to be Executor in her place
and stead. I further direct that they shall not be required to file bond or other security in the Office
of the Register of Wills for the purpose of administering my Estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this °~~ day of
~~~ , A.D. 2000.
~ (SEAL)
~-~~ ~~_ ~~~'~~ ~- BERT W. REESE /
Signed., sealed, published and declared by the above-named BERT W. REESE as and for
his Last Will and Testament, in the presence of us, who at his request and in his presence, and in the
presence of each other, have hereunto
2
CERTIFICATION OF NOTICE UNDER RULE 5.6(al
Name of Decedent:
Date of Death:
Will No.
Bert W. Reese
November 18, 2002
Admin. No. 21-02-1079
TO THE REGISTER:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
December 10, 2002:
Name Address
Mrs. Florence .l. Reese c/o Malinda J. Reese, 1075-4 Lancaster Blvd.
Mechanicsburg, PA 17055
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: December 10, 2002
CHARLES E. SHIELDS, III
6 Clouser Road
Mechanicsburg, PA 17055
Telephone: (717) 766-0209
Counsel for Personal Representative
CHARLES E. SHIELDS, III
ATTORNEY-AT-LAW
6 CLOUSER ROAD
Corner of Trindle and Clouser Roads
MECHANICSBURG, PA 17055
GEORGE M. HOUCK
(1912-1991)
September 17, 2003
Office of the Register of Wills
Cumberland (:ounty Court House
1 Court Square
Carlisle, PA 17013
Re: Estate of Bert W. Reese
lFile # 21-02-1079
Dear Ann:
~~,
TELEPHONE (717) 766-0209
FAX (717) 795-7473
Please find enclosed herewith two (2) REV-1500 Forms. The following checks, made
payable to the Register of Wills, are also enclosed:
Check # 2707 - $10.00 -Additional probate
Check # 2708 - $10.00 -Filing Fee
Thank you for your assistance with this matter.
Very truly yours,
Charles E. Shields, III
CES:dab
Encs.
REV-IS Xlfi.(},,:
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
/1-105- /
REV-15,OO
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
(C.EESE", BERT W.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
/1-18-2002 O;l-;l.K- Iq3~
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
R~ESF, FLoll!/!!'NCE J_
!Zl1. Original Return
o 4. limited Estate
C&1 6. Decedent Died Testate (AlIach copy of Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after 12.12-82)
D 7. Decedent Maintained a Living Trust (AlIach copy oITrust)
D 10. Spousal Poverty Credit (dale ofdealh blltween 12.31-91 and 1-1-95)
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FILE NUMBER
:21_/92
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COUNTY CODE
YEAR
NUMBER
SOCIAL SECURITY NUMBER
1"10 - ;/"
Dfs./4
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date of deBth prior to 12-13--82)
D 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
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FIRM NAME (If Applicable)
TELEPHONE NUMBER
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
-0-
- 0-
-0-
- 0-
~ /9, :{~" Sf,.
_ 0-
~ .30, /3:2, 35
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
"fl. 005".27
1- '1-3. f;;'
{6}
(7)
(9)
(10)
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 BequestslSec 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)
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SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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x .a'lL (16)
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable allineal rate
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()
x .12 (17)
x _15 (18)
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
?>SEliil,J~.TQ ~NSWE;Fl ~!,.l,QI.I!;l?IIONSPl!.FlE;IlI;FlSl; liill1E;~ND!iE(;HECK:r,lATH < <
OFFICIAL USE ONLY
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(13)
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(19)
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Decedent's Complete Address:
-
STREET ADDRESS 8:?'f L/S8ullA! t< :t> . //.1'7. 302-
CITY C/f.Alf' HIt./... I STATE ,.olf- t ZIP 170 II
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
o
()
o
o
Total Credits (A + 8 + C) (2)
o
3. InteresUPenally if applicable
D. Interest
E. Penally
TotallnteresllPenally ( D + E) (3)
4. if Line 2 is greater than Line 1 + Line 3, enler the difference. This is the QVERPA YMENT.
Check box on Page 1 Line 20 to request a refund (4)
o
o
o
o
5. If Line 1 + Line 3 Is greater than Line 2, enter the difference. This is the TAX QUE. (5)
D
A. Enter the interest on the tax due.
(SA)
o
8. Enter the total 01 Line 5 + SA. This Is the BALANCE DUE. (58) 0
Make Check Payable to: REGISTER OF WILLS, AGENT
I!)!I.!I:[:~~~.,.", . ~ L.,,"",'.Ill_' .mL.~"".",,l~,,,lfL,, " ". "O\'IlO',llIlIlm.:ml [ Jl,':~;;~:<t'<11l!l'il,llji.1IR
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Ves No
a. retain the use or income of the property translerred;.......................................................................................... 0 IZI
b. retain the right to designate who shall use the property transferred or Its income; ............................................ 0 I8J
c. retain a reversionary interest; or.......................................................................................................................... D ~
d. receive the promise for life of either payments, benefrts or care? ...................................................................... 0 ~
2. If death occurred after December 12, 1982, did decedent transler property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 ~
3. Did decedent own an ~in trust for" or payable upon death bank account or security at his or her death? .............. 0 ~
4. Did decedent own an Individual Retirement Account, annuily, or other non.probate property which
contains a beneficiary designation? ................................................................................................ ....................... 1ZI 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.
Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and statements, and 10 the best of my knowledge and belief, il is true, correct
and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge
DATE
t./t.O]
DATE r. /1. 'PJ'
:""""::'1,:::~;C~.."'LC"~)TU"'~~,"t!";:m'~"~~y~J:,',,>, t;{r\7"0"'!f'?"\"~,'~_~<"'~_::"~~~i:~~,,,-"': ,.,}',',_,,",'~:':'~:'~',',~,(!':' ~, ':':'\''';;'.~:-~"'....'':'':!',~"'."_,.~~,.,..._~'',,...~~
,:{'",.~T.:?i;':"';;((:r<'~'Jt"1'1~T:~-'?',":;~'-'-,.
/JfECI{/I#/(!S6'UI26,,.o1'l- /70sr
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (i)).
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)).
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. ~9116(a)(I.2)).
The tax rate Imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(I)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings Is 12% [72 P.S. ~9116(a)(1.3)). A sibling is defrned, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
'~'''~''''~' '*
COMMONWEALTH OF PENNSYLVANIA
iNHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
REESE, 8,E/2T vv.
FILE NUMBER
21-02-/07'1
!nclude the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
:t.
..3.
f
J:
&..
7.
DESCRIPTION
::TIJHN HAII/{!IJCK
( SE'~ j//J.-L..~/J..II{)N
,4/v/vU ITy # ~V O~ 7 IS 17'7
LEIIE'f? A,r~aH~).
VALUE AT DATE
OF DEATH
~
"'_ '-fz. 9. 79
~
15"5'.62
f.
2, ::j's-tJ. tJO
~
/9.~S-
~
1fK'./o
~
ktf90. 00
~
9, t'ltJ,1JtJ
t/JIII TITO /I€/J.-L 7/( {!J'}-A!~ /AlS vR. (!p. ~/f,Ie/')
,eEFIO/l.f) ON oI'E,<(';P/lVAfFNI
(SE"E: a,,"'y PI:=' CH€C>t' /I -rrhC/t'EV).
W/JIJj)S .+r CED~ RuN /G .c. c. C.
!(FFUA/j) 01= SeCtU?rry :DEI"'osr.,...
(..5Fc=' ($py OF CH€CK /t--r7/9-CHti>).
,oAR7/A-L ~Ft{Al.Z> F-UH/ /-fr;f/pFA-'Eh/S AdJ.
(SeE DbPY o~ 6Yeck 4- Tr"'TC/r'G.f) J.
1'-1t€r//IZ. ,6FFHA/i) ON ..4u7i?mt:JBIL.E AecvJ1 SA;=CCo
IIVJ'ttR. !?P. rS€'E C!t:JpY of CHEeK ATT.4Ch'e>)
S/A/(;LE A//I,ME' Fv~NI7202E
(SIQ; IAlVE7V7Z>tey L./ST A7/kCHE.b)
SUICI< C8VTt-uer, Lrb J 1~?'1
j<'c'U.Y .t3L.t.(E: ~~ /A)tls9J70,€y //lJk7'C/tIET j/ffLLLE -
TOTAL (Also enter on line 5, Recapitulation) $ / 'l, ;;; st. .36
(If more space is needed, insert additional sheets of the same size)
John Hancock Life Insurance Company
Insurance Products are issued by:
John Hancock Insurance Company
John Hancock Variable Ufe Insurance Company (not licensed in New York)
Life & Annuity Claim Services
John Hancock Place
Post Office Box 111
Boston, Massachusetts 02117
1-800-732-5543
Fax: (617) 886-3118
January 28, 2003
Charles E Shields, III
Attorney at Law
6 Clouser Road
Mechanicsburg, PA 17055
Re: Annuity #RV02715179 - Bert W Reese
Dear Sir/Madam:
We have received your inquiry regarding above annuity(ies).
The following are the figures for Estate Tax Return(if any). Please consult your tax adviser:
Annuity #
Date of Death Value
Date Claim Paid Value
11/18/02
Pending
RV02715179
$6,429.79
Should you have any questions, please contact us at 1-800-732-5543.
Thank you for your kind attention.
Sincerely,
Be; Sun Wu, Claim Analyst
Life & Annuity Claim Services
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"''''OE':'''',*,
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF &> r
,,-ee-$c- ;&t;teT
,
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
w.
FILE NUMBER
d.-I-o;( -/"79
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 %OF
ITEM INCLUOETKENAMEOFTHETRANSFEREE,THEIRRELATIONSH1PTODECEDENTANDTHE DATEOFTRANSA:R DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
ATTACHACOPVOFTHEOEEOFORREAlESTATE. VALUE OF ASSET INTEREST IIFAPPLICABLE\
NUMBER
1. :elM! 7/lx p€F €/?!(et> sf.l.v IIIJGS PllfN ~ /00/0 f30,13..tSS"
Lt: 77<!:7( A rrA-M6~) 3/P, /3.2.3.5 -0-
{5GIF Mt./lAlfitW
TOTAL (Also enter on line 7, Recapitulation) $ 30, I "3 Z. "is-
(If more space is needed, insert additional sheets of the same size)
----
----
- - - --
---
- - ---
- - - ---
--- --
---,-
February 4, 2003
3808 Six Forks Road
Raleigh, NC 27609
Mr. Charles E Shields, III
Attorney- At - [.aw
6 Clouser Road
Corner ol"Tindle and Clouser roads
Mechanicsburg. 1'1\ 170))
RE Estate of Bert W. Reese
Your January I'i, 2003 letter
Dear Mr. Shields
Per your request, I am providing the date of death value of Mr. Reese's IBM Tax Deferred
Savings Plan.
IVlr. Reese died on 11/18/02 and the IBM Tax Deferred Savings Plan balance all that date was
$30. 13~.35.
InlllY November 26.2002 letter tll Mrs Florence J. Reese. I provided the form required to close
this account. I have enelosed another limn with this letter lilr Mrs. Reese to complete. The form
should be returned to me in the enclosed, selt~addressed stamped envelope.
Please feel free to contact me ifYllu have further questions.
Sincerely.
~~
Bumita IVlatthews
Program Administrator. Survivor Benefits
IBI\ 1 Employee Services Center
<) 19-30 1-6072
Enclosures
REV-1511 EX+ (12-99)
~!-
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
RE"ESE'", BE:1<-T Lv.
:2. , - e> :z - I 07 9
FILE NUMBER
ITEM
NUMBER
A.
Debts of decedent must be reported on Schedule l.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
1.
~
tf'; 7?.s: PO
/
,.
/bo.OD
~.
/?ld-L./JE 221 FU#'ae/fC. /(M/E' a& /J!ECYM.A/IC rF ,8U..eG-
tJoS7$ ~p FtOf/ElI!A-t.. dtE7H- A-r /HE(!J7H-A//CS .6'~.e~ CfiLUI'C#
'OF '"THE ,G~ T7{A!EN
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
2.
Name of Personal Represenlallve(s) M II-LIJJ1>1't .:r: f<EESE
WAIVe,])
Social Security Number(s)/EIN Number of Personal Representative(sl
Street Address 1075- if L,-,.NC/fS7i;;7< ;SLY/>.
City /J1ECfl,4I11IC5,8la~6- State ""'" Zip
t7D>S"'
Year(s) Commission Paid:
Attorney Fees {!.fIRIUES E. SH / E'Z-DS J1I:
f
/ / (" '/'/' :(~
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
4.
u),f./t/E/)
Street Address
City
State _ Zip
Relationship of Claimant to Decedent
Probate Fees aMd ~rif'rlal i~!:.ue "f slt~rf cerft J'-Ca.res
-t
'7.00
5. Accountant's Fees
6.
7.
IP.
II.
Tax Return Preparer's Fees j a.ner E~h; II . f.{.; I? :BIDc.!<
#-/1.
.,
7~.OO
~79. /';'3
go.
9.
IJdverfi 5 i"J f'1 C......be.rlc>.nd LIlW JD....rnt>.1
/fP'rems/'l ~''1 1f",.r/SbU[j ~h-'''t IItdrp-lrIesf
F//,'7 Znherf hua TA:.x 1?elurl1 (S/lPJ/5J1lI)
!J.<Id','h""d ..sAor~ CY"flhca~5
II-/'!''h:'''al s/z;,.r c~f,;;Cttfe~
~
II). PP
$
?""P
~ 9.PO
(See (!JpI]h;'''4fto.. shfflf Q&.ckel)
TOTAL (Also enter on line 9, Recapitulation) $ I ( I PO 5'. Z 7
(If more space is needed, insert additional sheets of the same size)
tJ.st PI' /JrhM r:,l<<.s, r;/-kN"e*. ;tr ..c:xe~/r;k; d~~.r
/tfn;h~e/ PH n~If(,#fe/f/a-h',," ,:/ e,MA~/1 '?N#/ c>/'ha-/ltq
/~. (b...t if /nakr,g~ ~ &>rlV" ~ /r4-aI ~rA/~~ ~U;-
CItR5e/ a/ U#t';S ~t' /Jt.,m-,il/.s P#ock/)
17 ~A1bHrSR#/t'/J/,$ ChA'rles e: Sl/e//s .JJz- ~ pOk,,{,,CL>~.i~
r
/V'5fp~/ ~ fi~/n.) ~ ,?t:J
SCIIBJ Il/t!I,p7":LJ.
JEST. OF ~ESE, /3ET(T VV.
/2. ;I".I:;{"I1"'//N6..fe. he.
/3. ,(~?/it, te,.- n, I"Mh,11!
h
"
"
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IS.
..;J./-O.2 -/6-;
~ /0.00
~
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~
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~
3t>./9
t.-I, '7--0 tJ'l-
L- bin II e...1D "I' ,
r DATE . g e e..se.
Q. ~1...Ja
FROM , 1- <i---
- "J.reJ.~I)(' j
uJ tJ~~.nv '"
U or~""c,<TF
~FOR
uJ
~
No.
741304
1$ 1&000 \
OQ S
10;' DOLLAR
,
~ TO
OCASH ~FROM f"er
-r"-eosv
OCHECK. I .
O MONEY ;l BY
ORDER I
.~/U~~~1~
- _ d!#.. .-
.'
,
I
I
\ ~~~~~f:~
i
OffiCl?Ma:~ :;:\)'39
97 Gateway OrlV~n'
,,"Tf'!!:"I::' {'f."
Mechal'licsbur3~ Pa. .L;\~..J,.i ./.1-"
~
i,1
II
I
b91-Si(}(;
"41~Q !:" 1~J1Q!02
0070 (}OOOl J 1, ..J ,:...; ~" .
-.J, "'~ pM
5&1405 08'"' ,.,
SALE
078910235768
078910235775
Black portahle
Blue portable F
"
.
ITEMS
19.98 f'A
SUBTOTAL
TAX 6.0007-
TOTAL
CASH
CHA~GE
9.99
9.99
19.98
1.20
$21.18
40.00
....18.82
33442516
Get Special Deals v_ir~ e\l\~1.1 .,
Re~istef at stores.ofTlcemdx.com
\
LOWE"S
C71717M.8151
-SAlE-
SRLES #; S0405KMl 13897 11-19-02
40521 10X10 1 ML ORPCl 0 4.92
2@ 2.46
48070 JH ORPCLTH 1M 9XI 1.91
1 @ 1.45
53080 18 Gl BMIST/OIM R 20.54
5 @ 3.44
SUBTOTAl: 28.48
TRX 38510 ; 1.71
INVOICE 62215 TOTAl ; 30.19
BAlRNCE DVE: 30.19
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'REV_1512EX*(I.S7;
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
R.EES E / /-5 Ii?fLT
FILE NUMBER
2/-0Z-/D79
to.
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
VEIt/Z-blJ- CUJ~E -!JUr //yp,yE"" ,6ft:L
"
/..s-: 2/
,;(.
Ai{"1p-;;uJAI'~ - /,t2pr. tl//f-J(UA/1Y C?# /fp7P~Pi!l/?E-
,c
26'. ,(
TOTAL (Also enter on line 10, Recapitulation) $ if 3. ,f;2
(If more space is needed, insert additional sheets of the same size)
.REV-1513E;<>T~-9"
ESTATE OF
'*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
R lEES/: !f3EJ2./ W.
,
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
1. "FLOR€NC€.r ~lEE5E
C/o 110fL/AlDA';. ~-eSE
;075'- ~ L~fl/eIf57E7( 1!S~f/.t>.
fJ1ECHltfl/ICSBU,T2-&, ,4,1/ r705~
tv/Pow
ZI-{)Z -/07';
AMOUNT OR SHARE
OF ESTATE
/001.,
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
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)
LAST WILL AND TESTAMENT OF BERT W. REESE
I, BERT W. REESE, of the Borough of Mechanicsburg, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish
and declare this my Last Will and Testament, hereby revoking and making void any and all prior
Wills by me at any time heretofore made.
1.
I direct the payment of all my just debts and funeral expenses as soon after my decease as
the same can conveniently be done.
2.
All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and
wheresoever situate, I give, devise and bequeath to my beloved wife, FLORENCE J. REESE, to
her own use and benefit absolutely.
3.
In the event my said wife, Florence J. Reese, should predecease me or die at about the same
lime I do, such as in an accident or disaster common to both of us, I hereby direct all the rest,
residue and remainder of my Estate to be distributed to my daughter, MALINDA J. REESE. In
the event she predeceases me, then to her issue, per stirpes. In the event she is not survived by
issue, then my estate is to be divided into two (2) equal shares. One (I) share is to go to my wife's
niece, JANICE E. CUSTER and STEPHEN C. CUSTER, her husband, by the entireties. In the
event they both predecease me, then to their issue. The other share is to go to my wife's niece,
PHYLLIS A. GROSS and her husband, STEVEN GROSS, by the entireties. In the event they
both predecease me, then to their issue.
4.
I nominate, constitute and appoint my wife, FLORENCE J. REESE, to be the Executrix of
this my Last Will and Testament. In the event that she should predecease me or for any reason be
unwilling or unable to act as such Executrix, I nominate, constitute and appoint my daughter,
MALINDA J. REESE, to be Executrix in her place and stead. In the event that she should
predecease me or for any reason be unwilling or unable to act as such Executrix, I nominate,
constitute and appoint my niece's husband, STEPHEN C. CUSTER, to be Executor in her place
and stead. I further direct that they shall not be required to file bond or other security in the Office
of the Register of Wills for the purpose of administering my Estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ..;<811: day of
Jej,
~. I ,>' / r_
/;t' p' fl~'.$f /J/
C/t-ttet.L (~tlUUvC?~
//i};z,tJ') /Y)e~--
t/"" tL." / ""
, AD. 2000.
/5,~ .?po{~~
BERT W. REESE
(SEAL)
Signed, sealed, published and declared by the above-named BERT W. REESE as and for
his Last Will and Testament, in the presence of us, who at his request and in his presence, and in the
presence of each other, have hereunto subscribed our names as wit~s. .
G "/z 6::;t.- cf.' ~O:'!t
2
`i~-ws" i
BUREAU OF INDIVIDUAL TAKES
INHERITANCE TAX UIVISIaN
DEPT. 280601
HARRISBURG, PA 17128-0601
CHARLES E SHIELDS
6 CLOUSER RD
MECHANICSBURG
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
III
PA 17055
REV-1547 EX ~FP (O1-OS)
DATE 10-27-2003
ESTATE OF REESE BERT W
DATE OF DEATH 11-18-2002
FILE NUMBER 21 02-1079
COUNTY CUMBERLAND
ACN 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ _____________________
------------------------------
-------------------------- ----------------------------------
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE 0
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF REESE BERT W FILE N0. 21 02-1079 ACN 101 DATE 10-27-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1) .00 NOTE: To insure proper
(2) ,Op credit to your account,
(3) ,00 submit the upper portion
(4) ,QO of this form with your
(5) 19,256.36 tax payment.
(6) .00
(7) 30 ,132.35
($) 49,388.71
APPROVED DEDUCTIONS AND EXEMPTIONS: 11,005.27
9 Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9l
.
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 43.82
09
11
049
11. Total Deductions (11) _
.
38, 339 .62
12. Net Value of Tax Return [12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) (13) 38,339.62
14. Net Value of Estate Subject to Tax (141
NOTE: If an assessment was issued previously, lines 14, 15
t andior 16, 17, 18
ssessed to date and 19 will
urns
reflect figures that include the total of ALL re .
a
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
DATE
/PEN PAID (-)
(15) 38,339.62 X
(16) . 00 X
[17) . 00 X
(18) . 00 X
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
00 _ .00
045 = . 00
12 = .00
15 = .00
(19)= . 00
.00
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. pFREFUND.DSEEIREVERSECSIDEAOFATHISEFORM FOR)INSTRUCTIONS,DUE
RESERVATION: Estates of decedents dying on or before Decawber 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF HILLS, AGENT
REFUND (CRI: A refund of a tax credit, which was not requested an the Tax Return, may be requested by completing an ^Application
for Refund of Pennsylvania Inheritance and Estate lax" (REV-1313). Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-3020 CTT only).
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60l days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Beard of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. Sea page 5 of the booklet ^Instructions for Inheritance Tax Return for a Resident
Decedent^ (REV-1501) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will hear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are:
Interest Daily Interest Daily
Year Rate Factor y=ar Interest Daily
Rate Factor Year Rate Factor
1982 20% .000548 1987 q%
1983 16% .000247 1999 7% .000192
.OOD438 1988-1991 11% .000301 2000
1984 11% .000301 1992 8% .000219
1985 9% .000247 2001 9% .000247
13% .000356 1993-1994 7% .000192
1986 30% .000274 2002 6% .000164
1995-1998 9% .OOD247 2003 5% .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15l days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
STATUS REPORT UNDBR RULB 6.12
NameofDecedent: ~)gz~7- f.~. /~~m-
Date of Death: ////F/O Z.---
Will No.: Admin. No.: ,Z/-~ ff -D/D7~F
Pursuant to Rule 6.12 of the Supreme Cou~t Orphans' Court Rules, I report the
follow/ag with respect to completion of the administration of the above-captioned estate:
1. State whether adm/nistrati0n of the estate is complete:
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. I_fthe answer to No. 1 is Yes, state the following:
a. Did the personal re. representative file a _final account with the Court?
Yes _ No
b. The separate Orphans' Com-t No. (if any) for the personal representative's
account is:
c. Did the personal r,~presentative state an account/nformally to the parties
in interest? Yes
c. Copies o£receipts, releases, joinders and approval of£ormal or
informal accounts may be filed with the Cleric of the Orphans' Court
and may be attached to this report.
Signature
Name
Address
Telephone No.
Capacity: ~ Pc, son.1 ReD.~sen. .... ve
~ Counsel for personal representative
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 12/01/2004
REESE MALINDA J
1075-4 LAIqCASTER BLV/D
MECHANICSBURG, PA 17055
RE: Estate of REESE BERT W
File Number: 2002-01079
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, .NO.
103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 11/18/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincer?ly,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge