HomeMy WebLinkAbout01-0164
Estate of Edward W. Harker
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
~/-O/- /(P '/
No.
To:
Deceased.
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
Social Security No. 1 ~1-1h-7Rgg
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut rix
in the last will of the above decedent, dated MRY 2 S
and codicil(s) dated
named
,19~
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h is last family or principal residence at 305 Fairview Street ~ /J ~,' I;t:t~ "/
Carlisle. PA 17011 J/ULU //ilftt u{":r/Lt~
(list street, number and muncipality)
Decendent, then ~_ years of age, died January 10, 2001 , 19
at Carlisle, Pennsy~vania
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(I f 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:
$ 10,000.00
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
(testamentary; administration C.La.; administration d.b.n.c.La.)
theron.
It .!)~ 1/tt1;;~/
<\1'=
3~
4.1 '-
~ 0
~
c
00
V)
Jane D. Harker
305 Fairview Street
r.Rrlislp, PA 17011
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I S'"'
COUNTY OF Cumberland J :::i
The petltioner(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
/ / . -; c ,-
/ <5,..~ -..:;.x' C' Y - '- J
S, worn, to" or affirm, e.,d, , ,and ~ .~, u b sui bed" t
. -Sth. -..
~e !hlS ~;; s:-:/-~ nay of
<-- Fe~ru rt I . ..2D.o..l- \.
.' ~'tT"C / ~./ :J42~:7 t2 ;'L
MARY C" IS I R gist r
REGIS...' OF WILLS /~-:teL/
/ ;6JPrr
t.-
~o. 21-2001-0164
Estate of
Edward W. Harker
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW February 12th, ~2001, 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 May 25, 1999
described therein be admitted to probate and filed of record as the last will of
Edward W. Harker
and Letters Testamentarv
are hereby granted to Jane D. Harker
FEES
~0 / ;0) e,/J · ,/ .
. lfl{{,./ '-' (~v~ /2LG/>M;k~L~'
6 Regjtit of Wills MARY C LE,-WIS ::..n;zZ?!' '/,
'I i v:..'l
REGISTER OF WILLS z/
Probate, Letters, Etc. .........
Short Certificates( 5) . . . . . . . . . .
Renunciation ................
x-Paaes (3)
JCP
$ 40.00
$ 15.00
$--
$ 9.00
TOTAL _ $ 1:).00
o February .12th '" 200.1 . $. p.9. 00. . .
Hubert X. Gilroy, Esquire (29943)
A TIORNEY (Sup. Ct. LD. No.)
4 North Hanover Street, Carlisle
ADDRESS
Filed
(717) 243-4574
PHONE
CALL A'ITORNEY WHEN LETTERS ARE FINISHED
r) '/3 ,,-
,s 10 Lt'rrd~' tiLl! rhe intormaricI1 here given is corrcct!: lOpll'd )111 ;1,1 urlglnal Cl'llillcitc III ,lul\' iikd wirh llle ;h
ell [";11'. The ongllla\ (eHiflelle will he forw;ndcd to 1\)l' SCire \iLlI !{c',urds \HTiCl' f~)r 1)\.'nJLlIl\'111 [:i
WARNING: It is illegal to duplicate this copy by photostat or photograph,
ll',' t\'r [hi., ,-c'ltihclf\.'," Oil
~'--';lllfnfi;_;-', ___
;.;.,<~~\~_oEfi:t;.:,:~"
~.;:".~/ <t,F.'7.C
,,;~/. ~'":\
~ ~.~<d.a..~1C?~\
,~ ~. ',~ Y" ~\
l~ ~"~'" .~~I
':::. <.,..) , ' i ~_ ",.;. ~ :.-./
\~ * (:~._ ~. ,'/' *~'i
\~ a - ~'\~!
.~ ~, ~-::;S //
\"'-'. -i1,f-----. -'. _ -' '-\\, '(-",Y
'('~<";,- IMENl ~\" ,I'"
'<~~'-!!J-!!~-
P 6347744
:\, '
21-2001-164
,--'.
, ',. t:\ ~ ~~ ~
,~:~._,__~__~~~~___._ U~-t.J.,~.;..i
I (ll
JAN
I ~
J 1
ZUOi
[ ),] 1 \.
105.;4.3 Rev 2/87
COMMONWEALTH OF PENNSYLVANIA 0 DEPARTMENT OF HEALTH 0 VITAL RECORDS
CERTIFICATE OF DEATH
STATE FILE NUM8ER
SOC'Al SECURITY NUMBER
DATE OF DEATH ,MCt'lttL Oa.,.. Il!al)
NAME Of DECEDENT ,f,r.. Modd'.. cHI
SEX
2, Male
Edward W. Harker
143 - 36
7899
c, January 10 I 2001
AGE fLa.. B""",ay)
UNDE R 1 YEAR
Months Doys
UNDER 1 DAY
Hours I Minut..
BlRTHPLACE tC,ty ar.d P~E ()f: DEATH ICt'>eck ontv I)f\9 -- ..;.ee In~'fucl~ on ~l '3t08)
Slale Of FcretQ'1 CounlfY) HOSPITAL
Bayonne, NJ 1""".ion.!;EJ ERlOutpa.ionIO
7, ..,
FACllrTY NAME (If not InsN'ultOl"l. Q'....e slre-el: and numberl
g:;ofylO
[);d
--
Min.
"""'ship? 17d.D ::=~of
MOTHER'S NAME (F.sl. M'ddle, Me","" Sv,"ame)
It. Helen V. Jozwiak
INFORMANT'S MAIUN(l ADDRESS (Street CIlyITown, Slate. lip Codel
~. 305 Fairview Street, Carlisle, Pa. 17013
PLACE OF DISPOSITION. Name 01 Cemolory, C.omalOl'( LOCATION, CilylTown, S,.,o, Top Code
OO'Ot_~
Yorktown Cremation Service
210,
57
5,
COUNTY OF OEJUH
;),1
Cumberland
Carlisle
Ie,
...
. IlL A 0 n 11IlLaw-private pract'
DECEDENT'S MAILING ADDRESS (5....,. COlyITown, s.... Top COdel DECEDENT'S
305 Fairview Street ~~~~
Carlisle, Pa. 17013 ~~~~~
11., State
P1l.
Cumberland
'"
FATHER'S NAME IF;'... ModdIe. LaSO)
Edward W. Harker
Ilb, Coun
",
INFORMAHT'S NAME (TypelP"n.)
zo., Jane Harker
lolETHOO OF DISPOSITION
_ 0 C.ometion [J _IYomSI.,OO
(SpecOly
2001
012748L
:ne.
TIME Of DEATH DATE PRO UNCED DEAD (Mon"" Day, Y.a.)
24, 8 ~ s-o M, 25, I I 0 \ Q I
21. PART I: Ent.' In. diseases. inluries Of comp6tcahOns which causl!'d tne MAth 00 not enter lhe mode 0' dyino. such as cardiac or respiratory arrest. shock Or heart failur.
List onty one caus.e on each tine
l :
('f\e-~0,-/tt",1Yc.. SC1liM.W'VV\f ce II (AVC.(y{tJYH,
OUE1O(ORASACDNSEOUENCE~ o+'~ -J--()-{\J "'-C._
DUE 10 (OR AS A CONSEOUENCE Of):
DUE 10 (OR AS A CONSEOuE NCE Of)-
WERE AUTOPSY FINDINGS MANNER OF DEATH
A",",'LABLE PRIOR 10
COUP\.ETION OF CAUSE g 0
OF OEJUH? HatUllf Homicide
Acctdent Pending Investigahon 0
V.. 0 No 0 Suic.,. 0 Could not bre de1emunl!td 0
DATE OF INJURY
(Mon",. Day. learl
RAce. Amencan Indian, 6tKk., White. !tIc
(SllOCI'Il
White
10,
MARITAL STIJUS ' Mamea
Ne..... Manied. W~.
OiYOrced (Specllyj
Married
SURVIVING SPOuSE
llf ....de. grte ma.csen name.
170,[Zl 'tWo, __..lived in
IS,Jane Simmons
South Middleton
"'P
CllYIl>on>
NAME AND ADDRESS OF FACILITY Ho
nc, 219 North Hanover
LICENSE NUMBER
23b, 23e,
WAS CASE REFERRED TO MEDICAL EXAMINEAlCORONER?
""s C!Q
""D'
211,
I Approximate
: interval ~n
I Onset and death
,
:
PART II:
Other signincant condtIiona conlributing to death, buC
not resufttn9 in me ~ C8UH ow-n in PART I
TIME OF INJURY
INJURY AT WORK7 DESCRIBE HON INJURY OCCURRED,
_ 0 NoD
300, 3Ob.'" JOe,
PLACE OF INJURY. At home. larm. street. laC1Ot'V. offici
building, .tc. ISpeclfv'
2M, 28b, 300.
CERTIl'IEA lC~ed< oniy onel
.~~~~t:;~~~~::~=;" c=~~ c:: :.a~.:".:zs:~:~~~::~ :~~:~r(:~ Qealn ana can~ele<] !lem 23) 0
.PAONOUNCING AND CERTIFYING PHYSfClAN (PhySIClC1n 001t'. ~,:)nourcln9 oealh and cenl1Ylng 10 cause of Qealtl)
To lhe be-s1 of my kt'lOw'.cI';JfI!, death occurred at U\.e lime, date, ancl pllce, and dUI to the cau5e(') and manner.. slated..
'MEDICAL EJ(AMINERICORONER
On the b..il of examination and/or InvesUgJiUon.ln my opinion. de.th occurred at the time, date, and place, and due to the cause(t) and
manner IS ,tated.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Jl..
REGISTRARSSIGNATUREA~~.RR ". C""o' . ~-'- \
~l"1 ~~d\.~ ~\I,"~\IOI
DATE SIGNr(Mon7~Y' lean
31e, 31d, ,_( -0 1
NAME AND ADDRESS OF PERSON WHO COMPLETED CAUSE Of DEATH
(".m~y~t (), hv?0y, y~
o 32, "2.- 'l- (J vJI lf~ {'.j- Ci~ ., (t J le., Pt+ I') 0(.3
::TEFILEDIMon",Da~, ~\ B-OO \
,~
LAST WILL AND TESTAMENT
OF
EDWARD W. HARKER
I, Edward W. Harker, of Carlisle, Cumberland County, Pennsylvania, declare this
instrument to be my Last Will and Testament, in manner and for the following:
1. I hereby expressly revoke all Wills and Codicils heretofore made by me.
2. I hereby direct my Executors to pay all my just debts, funeral and administrative
expenses out of my estate, as soon as practicable after my death.
3. I give and bequeath certain specific items of personal property to those individuals set
forth in the Memorandum which accompanies this will. Said Memorandum is incorporated
herein as a part of this paragraph of my Will. To the extent such list does not dispose of any such
property then I direct that such property shall become a part of my residuary estate and to be
distributed in accordance with paragraph 4 herein.
4. Should my wife, Jane D. Harker, survive me for a period of thirty days following my
death, I devise and bequeath my entire estate, real and personal wherever situate to Jane D. Harker.
5. In the event, my wife, Jane D. Harker, shall predecease me or die on or before the thirtieth
day following my death, I give, devise and bequeath all the rest, residue, and remainder of my
estate, real, personal, and mixed, of whatever nature and wheresoever situate, which I may own or
have the right to dispose of at the time of my death, to my son, Joseph G. Harker.
6. I do hereby nominate, constitute and appoint my wife, Jane D. Harker, as Executrix of
this my Last Will and Testament.. I further direct that she shall not be required to post any bond to
secure the faithful performance of his duties in the Commonwealth of Pennsylvania or in any other
jurisdiction.
IN WITNESS WHEREOF, I have signed and published this my Last Will and Testament
'i. /~,..--:7f;f._
consisting of 4 pages in the presence of the Subscribing Witness, this t/-:"'\ Day of
(/1(lA-^f
We, the subscribing witnesses certify that the Testator signed this Will in our presence after
reading the same and declaring it to be his Last Will and Testament. We, further certify that the
Testator was of sound and disposing mind and memory and under no constraint or undue influence.
\~ ~\,-,\\\:)w~cl Qn.,kik"7A
\ \-,t;l~
--"~ Q.,~ ~ (Ls.---:J , .~-o"""--
Witness: \ . \ - S< ~ Address:
Witness:
M~^' u. /~,J~
, .
Address: 1< D f1 i
i1..t l, ~ <)'
') c.
L- (; 1 Sv' -.1 \ ~ f t~
ACKNOWLEDGMENT TO LAST WILL
AND TESTAMENT OF
EDWARD W. HARKER
Commonwealth of Pennsylvania )
)SS:
County of Cumberland )
I, Edward W. Harker, Tesz:ato hose name is signed to the within Last Will and Testament
dated this 2(:-:"\f)ayof -'I1{Jo..t^ , 1999, having been duly qualified according t law, do hereby
acknowledge that I SigneCWilli gly as my free an~ary act for the u pse erein expressed.
~ 'J
Edward W.
-. sW70t and acknowledged before me by E~ward W. Harker t?'
j/}.AU/, ,1999. ,i _ . ~
1
,. I
I
~~'{J
,,/
NOT AAIAL SEAL
! \.:i ;,.3:INIA H. DANIELS. Notary Public
! C:disle 80ro, Cumberland County
!"I~t~-;c\r!~i!!..~...E!.eires Oct. 19, 2000
AFFIDAVIT OF WITNESSES
Commonwealth of Pennsylvania )
)SS:
County of Cumberland )
~~ ,..l
We, \Yl ~c~\ \~ ~~cs CU\ And 'Sha..\c(\ \.)I...L\U- , the
witnesses whose names are signed to the Last Will of Edward W. Harker, dated fa
This d5 ~ Day of fY\~ ,1999, being duly qualified according to law, do depose
and say that we were present and saw the Testator sign and execute the instrument as his Last Will;
that the Testator signed willingly and he executed it as his free and voluntary act for the purposes
therein expressed; that each of us in the hearing and sight of the Testator signed the Will as
Witnesses; and that to the best of our knowledge the Testator was at the time eighteen (18) or more
years of age, of sound mind and under no constraint or undue influence.
.~~ ~(,t;, ~~~
Oi~ J' (~L
,
Sworn to and subscribed before me by f'\; Q.,\)~ \ \ L ~ \ OS bUrl And 5 ~ (" Of\ ~LL\d
Witnesses this Q. t:,~ D~y Qf \'<\~I ,1999.
~.
~
....~..~,...',~~.3' .,
. NOT AAIAL SEAL
l VlfiGINIA H. DANIELS. Notary Public
; Carlisle Boro, Cumberland County I
L~CClmmission Expires O? J~ 2000_...1
'"
i
MEMORANDUM
I, give the following specific bequeaths:
1. Rowboat to my brother James Harker.
2. All tools and sporting equipment to my son Joseph G. Harker.
Date:
;/l/17_. ._"):-) leI' :(7'r ,,,"",,,,
;/ f({r., L- . I
i\
u
Sworn to and subscribed to
this ).. L.,....,P'. Day of '.
jl
/ /
,I/~
, 1999.
~1
/~.::;;J
L"" NOTARIAL SEAL .. .
VIRGINIA H. DANIELS, Notary Public
Carlisle Bora, Cumberland County
My Commission Expires Oct. 19, 2000
. JRD/June 30, 1992/17858
JUN 1 2 20'XYv'
Estate No.: 21-01-164
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
In Re: Estate of Edward W. Harker
Late of South Middleton Township
NO.
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: Jane D Harker
Counsel for Personal Representative: Hubert X Gilroy Esq
Date of Grant of Original Letters: February 12, 2001
Date of Delinquency Notice: May 22, 2001
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common Pleas of Cumberland County, that neither the above named personal representative nor
the above named counsel for the personal representative have filed with the Register of Wills or
Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court
Orphans' Court Rules, was given by the Register of Wills on May 22, 2001, and that the ten (10)
day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e) the
Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a
hearing to determine whether sanctions should be imposed upon the delinquent personal
representative or counsel for the delinquent personal representative.
Date: June 11, 2001
1 "' ~ ~
/J I / !LJ! ) ,
(i/ / {/ff~~ .
. Lewis, Register of Wills l. 'l
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
)7~ ,}It I
A hearing is scheduled for?f at C;~30 in Courtroom No.3. If the Certification of Notice is
~lled prio to l1he hearing date, the hearing will automatically be c .
,V L1
tine? .~
cDY ~
tD~
j ~Q.d v - \ +- 0 \
i
~
E.
JOHN H. BROUJOS
HUBERT X. GILROY
BROUJOS & GILROY, P.C.
ATTORNEYS AT LAW
4 NORTH HANOVER STREET
CARLISLE, PENNSYLVANIA 17013
TELEPHONE: (717) 243-4574
FACSIMILE: (717) 243-8227
INTERNET: brgilroypc@ao1.com
NON-ToLL FOR HARRISBURG AREA .
717-766-1690
June 13, 2001
Mary C. Lewis
Register of Wills
Cumberiand County Courthouse
One Courthouse Square
Carlisle, P A 17013
Re: Estate of Edward W. Harker
File No. 2001-00-164
Dear Mary:
Please accept this letter as a certification of notice under Rule 5.6(a). The name of the
Decedent is Edward W. Harker. The date of death is January 10, 2001. The file number
is 2001-00-164.
I certify that notice of beneficial interest of estate administration required by Rule 5.6(a)
of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the
above Estate on June 1 3, 2001 :
Jane Harker
305 Fairview Street
Carlisle, P A 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
ESTATE OF EDWARD W. HARKER
By: ;th /
HUbJ: x~, Esquire
Attorney for the Estate of Edward W. Harker
R~V-1500 EX + (6-00)
'*
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~:\~.\ r
OFFICIAL USE ONLY '\ \ ~ '. CY ,')
FI~EN~MB~R 0 0 1 6 4~~~~
cOUNhCOiSE ---YEA~ - - 'iWMBER--
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
I-
Z
W
C
w
()
w
c
HARKER, EDWARD W
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
01/10/2001 08/16/1943
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
1 43- 3 6 - 7 899
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
w
~
~~(/)
uo:~
wg,u
J:o:g
u a.. lD
a..
c(
[Xl 1. Original Return
D 4. Lirnited Estate
D 6. DecedentDied Testate (Attach copy of Will)
D 9. Litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (date of death after 12-12-82)
D 7. Decedent Maintained a Living Trust (Attach copy oITrust)
D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
D 3. Remainder Return (date of death prior to 12-13-82)
D 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch O)
~
Z
W
C
Z
o
a..
(/)
w
0:
0:
o
U
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
HUBERT X. GILROY 4 NORTH HANOVER STREET
FIRM NAME (If Applicable)
BROUJOS & GILROY PC CARLlSLE,PA 17013
TELEPHONE NUMBER
717 -243-457 4
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
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)
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)
z
o
i=
<(
...J
:::>
l-
ii:
<(
()
W
0::
(1 )
(2)
(3)
(4)
(5)
OFFICIAL USE ONLY
(6)
44,646.43
(7)
(9)
(10)
14 Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
z
o
i=
<(
I-
::J
Q.
:2
o
()
><
<(
I-
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 at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
0.00
0.00 X ~(15)
X _(16)
X .12 (17)
X .15 (18)
-0-
(19)
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
(8)
84.00
(11 )
(12)
(13)
(14)
44,646.43
84.00
44,562.43
44,562.43
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
''''''''''('''1 .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
HARKER EDWARD W
FILE NUMBER
21 01
0164
Include 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.
DESCRIPTION
VALUE AT DATE
OF DEATH
19,146.43
M&T BANK - ACCT # 138762
2
PLANE
23,000.00
3
1993 SUBARU CAR
2,500.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
44 646.43
',,,,,,,,,,.,,,,, '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
HARKER EDWARD W
FILE NUMBER
21
01
0164
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
S. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Register of Wills Filing Fee 69.00
8 Inheritance Tax Return 15.00
TOTAL (Also enter on line 9, Recapitulation) $ 84.00
(If more space IS needed, insert additional sheets of the same size)
.",;"""."", '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
HARKER EDWARD W
FILE NUMBER
21 01
0164
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. JANE HARKER WIFE 100%
305 FAIRVIEW STREET
CARLISLE, PA 17013
~:
"' "'J.~
,
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)
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
i i ;: i
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-23-2005
HARKER
01-10-2001
21 01-0164
CUMBERLAND
101
(,;-
HUBERT X GILROY
BROUJOS& GILROY
4 N HANOVER ST
CARLISLE
REV-1547 EX AFP (03-05)
EDWARD
W
Amount Remitted
PA 17013
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 ~
~~V-~I:,.Yt.w".n~~1r!,.w~m!t.W.!Mftftrf~M."t."'~.l~l!!!JIWf~.~tbV~M:Y.~?r.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HARKER EDWARD W FILE NO. 21 01-0164 ACN 101 DATE 05-23-2005
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)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
44,646.43
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
84.00
.00
(11)
(12)
(13)
(14)
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
44,646.43
84 DO
44,562.43
.00
44,562.43
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
44,562.43 X 00 =
.00 X 045 =
.00 X 12 =
.00 X 15 =
(9)=
.00
.00
.00
.00
.00
. ~ ._n. lu:::"'c~r I II (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage. Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
BROCJOS & GILROY
-1- NORTH HANOVER STREET
CARLISLE, PA 17013
Qty
Fee Description
Additional Probate
Fee
Total
40.00
$40.00
Total:
$40.00
/j..~V;
\\\ )
\ \\ ,\~ , \
~-~\jS\)(~ -~(~,-' //;\
\ - \j\.j
~~J
Checks should be lnade payable to (he Register oC\vTills. Terms: Net 30.
", ~. '-.~ ~ i . . "l~,,:.,,: ~,\~, :'.' :~ ;:" :' 'fe...... .; . .'- ,',' i__,:, " ";' " .' . ~:~.
hank you.
243
3/7/2005
Edward W. Harker
21-01-0164
CCP
y
,
t oj
;/
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Edward W. Harker
Date of Death: January 10, 2001
Will No.
2001 - 164
Admin. No.
21-01-0164
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes No X
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: 6 months
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 informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date: ( (dfJ)
st!u~
Hubert X. Gilroy. Esauire
Name (Please type or print)
Broujos & GIlroy, P.C.
4 North Hanover Street
Address Carlisle, PA 17013
( 717 ) 243-4574
Te 1. No.
Capacity: Personal Representative
(MAH:rmf/AM3)
x Counsel for personal
representative
Cumberland County - Register Of Wills
Hanover and High Street
Carlislel PA 17013
Phone: (717) 240-6345
Date: 12/06/2002
JANE D HARKER
305 FAIRVIEW STREET
CARLISLEI PA 17013
RE: Estate of HARKER EDWARD W
File Number: 2001-00164
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 I NO.
103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after
July 11 19921 the personal representative or his counsell within two
(2) years of the decedent's deathl shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 1/10/2003
Your prompt attention to this matter will be appreciated.
Thank You.
SincerelYI
fJun1'~}J'l.P1tfY'd~, ft.+.
MARY C. LEWIS J ~
REGISTER OF WILLS
cc: V File
Counsel
Judge
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
phone: (71 7 ) 240 - 6345
Date: 12/01/2004
GILROY HUBERT X
4 N HANOVER STREET
CARLISLE, PA 17013
RE: Estate of HARKER EDWARD W
File Number: 2001-00164
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: 1/10/2005
Your prompt attention to this matter will be appreciated.
Thank You.
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (71 7) 240 - 6345
Date: 12/16/2005
JANE D HARKER
305 FAIRVIEW STREET
CARLISLE, PA 17013
RE: Estate of HARKER EDWARD W
File Number: 2001-00164
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
1/10/2006
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
/.... r.- ~
f.,. .:v /
: '" , . ~
..dk~ L~~te-c)Jt&... .'
- .--./
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
~
vce
Cumberland County - Register Of WIlls
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-.6345
Date: 12/06/2005
GILROY HUBERT XAVIER
4 NORTH HANOVER STREET
CARLISLE, PA 17013
RE: Estate of HARKER EDWARD W
File Number: 2001-00164
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 is due by:
1/10/2006
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
A.
, '..~:J
.. ...=A
~/i.;:~. ..' .' ....11. '. .
;:;> , ]' . ..':Jt""
l ' " .'
J".-.:.,U -~J
GLENDA FARNER STP~SBk6GH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
{~
,.,
~fCVt{
...~,;"
@g"'" ~ ......~A
~ ~J
,~./
~
R(e~!~~~:r uf"'\/'JIn~ (pf CUTls.'ibei"land CGUutj-
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Edward W. Harker
Date of Death:
January 10, 2001
Estate No.:
21-01-0164
o
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes Q No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No GJ
b. The separate Orphans' Court No. (if any) for the personal representative's
accOlUlt is:
c. Did the personal representative state an account informally to the p~"i:ies in
interest? Yes IiI No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of t rphans' Court and may be
attached to this report.
Date: 01-17-?006
~"
Hubert X. Gilroy, Esquire
Name
4 N. Hanover street
Carlisle, PA 17013
Address
717/243-4574
Telephone No,
~apacity:
O Pe--s~.nal p e--ps<>-+"+~'.re
i vi 1 ,1.... }Jl'-' ",,11 t.a.l.l v
~ Counsel for personal representative
Vt