HomeMy WebLinkAbout02-1036PETITION FOR PROBATE and GRANT OF LETTERS
Estate of ~ ~ ~ .~ ~~ ~ t~~~T U L ~ N° ~~ 21-02-10
also known as __ To:
Deceased.
Social Security No. ~ ~ '~ ~=~ ~
(state relevant
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut ~ I X ~ 19n73
in the last will of the above decedent, dated ~ ~~~e Iv i,L 5 T
and codicil(s) dated
~1 ~ n
e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in 1Tu
h last family or principal residence at
County, Pennsylvania, with
r ~ (list street, number and muncipality)
`bD~
Decendent, then ~ 7 years of age, died 1 ~~ 1'1.1171)
at O ~
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) 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:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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Register of Wills for the
County of in the
Commonwealth of Pennsylvania
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF
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 affirmed and subscribed ~ "'"'~'~
befo me this =~a y,,~da Hof a ~~
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Register ~-
No.
21-02-1036
Estate of RITA TERESA SUTHERLAND ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NORNOVEMBER 21 X2002 , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT [S DECREED that the instrument(s) dated AUGUST 29, 1973
described therein be admitted to probate and filed of record as the last will of
RITA TERESA SUTHERLAND ;
and Letters TFSTAMFNTARY
are hereby granted to MARY ELIZABETH SUTHERLAND, nka MARY ELIZABETH SUTHERLAND DUBLIN
FEE5
Probate, Letters, Etc. ......... ~ 7~5 - ~0
Short Certificates( ) .......... ~ 30.00
~e~iu~ciation ............... . $ 12.OQ
JCP S 10.00
TOTAL $ 287.00
Filed ...NOVEMBER .21, .2002........... .
~~!!~ ~,Q.Z`~ KO'd . ~~
Register of Willsi~/
ATTORNEY (Sup. Ct. LD. No.)
ADDRESS
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"phis is to certi~~ that the information here given ;s cocre ~t~~~ . ~ : ' ' ~:'~
Local Regisirar. ~~he original certificate will be h:,lt~~,r ~°d t~F t:~; `, -~: ... _, ~~' ti .
WARNING: 1t is illegal tcs ti~plicata t :: _ . , , :~~r• s . , . ~ _ x' -
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21-02-1036
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COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
CERTIFICATE OF DEATH
NAME Of DECEDENT Iy+v. Mefdr.laa) SE% SGCML SECURITY NUNSER DALE OF OEATN,MC
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,. Rita Sutherland ]. Female ,. 145 - 05 - 9271 \
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AGE (W M SaVaayl UNDER 1 YFAA UNDER 1 DAY DATE OF &RTH BIRTHPLACE ICry and PIAGE OF DEATH ICh KS orM.%r-- r• nwuclusa m,%M •dsl
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HECyI~TRAR'S SIGNATURE ANO NUMBER T
GATE FILEDIM Day. nail
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21-02-1036
0
LAST WILL AND TES7'APIENT
OF
RITA TERESA SUTI-iERLANDd~
I, RITA TERESA SUTHERLAND, of Camp Hill, Cumberland County,
Pennsylvania, declare this to be my Last Will and revoke any Wi11
previously made by me. °
°
ITEM I. I give all my tangible personal property and
any insurance thereon to my surviving children, in equal s;zares,
particular items to be allocated among them as they agree, or if
they cannot agree, as my Executor decides.
°
°
Ny Executor shall represent any minor chiic~
in any division of such property and shall deliver to the person
standing in the place of a parent to such~nainor, without bond, such
portion of the minor's share as my Executor, after considering the
minor's wishes, deems appropriate and shall sell the balance and
retain the proceeds for the minor under Item II hereof.
ITEM II. All the rest, residue and remainder of my
property of whatever nature and wherever situate I devise and be-
queath to the DAUPHIN DEPOSIT TRUST COMPANY, IN TRUST, and direct
that:
A. Trustee shall hold as the trust estate
for the benefit of my children all property herein devised and
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begdeathed, together with any other funds or property from any source
which may be added hereto and shall:
1. Hold as a separate trust for
each of my children an equal amount of the property
given to it as principal and shall pay or apply so
much of the income or principal of each such trust
as in its discretion it deems necessary for~the
support, welfare, maintenance and education of the
child for. whom the trust is held. It is my specific
intent that my Trustee apply so much of the principal
• ~ ~ and so much of the income as in its discretion is
necessary for the education of my children, including
undergraduate, graduate and professional schooling,
providing the child maintains the required scholastic
standards of the institution or institutions attended.
2. when each of my children attains
his or her twenty-fifth birthday, my Trustee shall °
distribute to such child one-half of the principal of
a
his or her trust and the remaining one-half shall be
distributed to such child upon the attaining of his
or her thirtieth birthday.
,~,
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- 2 -
all of
him or
in the
child'
3. If any of my children die before
the principal of the separate trust held for
her has been distributed, the,'amount remaining
hands of the Trustee shall be paid to such
s children and if there be none,. to such child's
• spouse.
. ,
B. Trustee and its successors and aPssigns shall
have the following powers in addition to those given by law, to be
exercised in its sole discretion:
1. To retain all or any of the
assets.of my estate, real and personal.
• 2. To sell at public or private
sale, to exchange or to lease for any period of
time, any real or personal property and to give
options for sales, exchanges or leases.
3. To conduct any business in which
I am engaged or in which I have an interest at the
time of my death, for such periods as it may deem
advisable and with the power to borrow money and
pledge the assets of the business and do all other
acts that I in my lifetime could have done or to
delegate such powers to any partner, manager or
employee, without liability for any loss occurring
1
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therein; provided, however, that no asset of my
estate which I have not devoted thereto in my
lifetime shall be liable for the debts and con-
tracts of such business.
4. To make distribution in kind.
.
.
5. To exercise all power, auth-
ority and discretion given .by this instrument
after the termination of any trust created herein
until the same is fully distributed.
. 6. ,All principal and income shall,
until actual distribution to the beneficiary, be
free of the debts, contracts, alienations and an-
ticipations of any beneficiary and the same shall
not be liable to any levy, attachment, execution or
sequestration while in the hands of my Executor or
my Trustee.
C. Trustee may at any time receive from any
other source, any real or personal property as additions to this
trust, by deed, will, life insurance policy or in any other manner.
D. Questions pertaining to the validity, con-
struction and administration of the trust shall be determined in
accordance with the laws of Pennsylvania.
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- 4 -
E. Any real estate, inheritance, succession
or other death taxes which may be assessed against the assets of my
estate, or any other estate, property or funds, which may be added to
the principal of this trust, as well as all obligations of my estate
or of any other estate which may be added to the principal of this
trust, may be paid at the Trustee's discretion out of the assets of
this trust.
F. Trustee may, without incurring liability,
compromise and settle any questions relating to any policy upon such
terms as it deems wise. Trustee need not institute litigation to
collect any policy unless it is reasonable indemnified for costs,
counsel fees and other expenses of such litigation.
ITEM III. I appoint ELEANOR D. MOFFETT of Pennsgrove,
New Jersey as guardian of the person of any minor children who may
survive me.
ITEM IV. I appoint my daughter, MARY ELIZABETH
SLTHERLAND as Executrix of this my Last Will. (~ /~'~
IN WITNESS WHEREOF, I have hereunto set my hand this
day of ~~T ~~/ ~. 1973.
-~ ; ~~
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°The preceding instrument, consisting of this and four other typewritten
pages, identified by the signature of the testatrix, was on the day and
date thereof, signed, published and declared by Rita Teresa Sutherland,
the testatrix therein named, as and for her Last Will in the presence of
us, w at he quest, in her presence and in the presence of each
other h e ~ cri ed our names as witnesses hereto.
C~ ~ ,~f
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- 5 -
02 /-off - /D ~6
REGISTER OF WILLS ~
OATH OF SUB
COUNTY
G WITNESS
(each ubscribing witness to the
law, depose and say(s) that
the testat sign a same and that
herewith, (each)
req st of testat ~ in presence and (in the
other su ribing witness(es)).
Sworn to or affr ed and subscribed be re
me this day ol''~,,
19
duly qualified according to
~~ present and saw
signed s a witness at the
of each other) (in the esence of the
ame)
(Name)
(Address)
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
_~ ~
1.x.5 ~J/~ ~ .-~,;v ~t.~~, ~~ J. ~'~ ~~
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
they are familiar with the signature of RITA TERESA SUTHERLAND ,
X~X
testat OR of (one of the subscribing witnesses to) the will presented herewith and
codicil
that THEY believes the signature on the will is in the handwriting of
to the best of THEIR ltnowledge and belief
Sworn to or affirmed and subscribed 'before
me this 20th day of
NOVEMBER 2002
n'/dlQ ~.~~i~ /2~ ~T . 7~
`~QG~c//~Ze~~,~,~~~/,~/ Register
~~
!Name)
(Address .
~~ ~~ 7 / ~
(~ me)
(Address)
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
~'~ r ~~
Nar. f Decedent: ~ 1 ~ C~ ~~ l.t,~`1"`1 ~ ~ ~ C~ rl rv~
Date < ;ath: ~ ~ ~ / ~~~ a~~
Will No. ~~~~~ ~~ G ~ (~ Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orpha s' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on j ~ ~ J~ ~O~o
Name
Address
~,~ W ~~~ ~y n ro~~~ l ~ 1-~~~ 5 l..c~,~~ ~' his+e~-~~Ic~ ~ ~.~~
~~,~~~, e r . ~ ~ ~c~ z ~ r~ 3 `r ~ L,~, ~.n C~ cl 1~ ~ ~ ~ G ~ r r -~ -~c-,-,T~~-1 %~ a~~,~
O ~.1 fir- ~~'c-~~- ~, c ~~ - e ~~ ~
7®
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
r
Date: ' /~C,.c-.AC,~°~ DLL ~ 1.
Signature
Name ~ . ~-~'~' ~ ~ 4i,'T~`~, n d 1) -t,IG11 „~
Address _7 ~ (~ tG~ Cc ,^r.. h ~-.t l,..P ,~,
Telephone (~ fLl) ~ ~ ~ ~ ~~
Capacity: ~ Personal Representative
Counsel for personal representative
~
~~ /~~ / COMMONWEALTH OF PENN
, SYLVANIA
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280b01
HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX pFV (O1-OS)
a@( r' ,,. ~- ..mot
~,_,.::.. `DATE 06-03-2003
' `'ESTATE OF SUTHERLAND RITA T
DATE OF DEATH 11-16-2002
,tai ~ r<~ ~ LE NUMBER 21 02-1036
.03 `~~`'" -
'~
' 'C NTY CUMBERLAND
`~ ~
MARY E SUTHERLAND DUBLIN ACN 101
31 W COOVER ST
A
t
MECHANICSBURG moun
Remitted
PA 17055~~~" ~
t.ti i{._.. _.
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 OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SUTHERLAND RITA T FILE N0. 21 02-1036 ACN 101 DATE 06-03-2003
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
(i) .00
(2) 50,961.86
(3) .00
(4) .00
(5) 125,902.83
(6) .00
(7) .00
(8l
NOTE: To insure proper
credit to your account,
submit the upper portion
of this fora with your
tax payment.
176,864.69
APPROVED DEDUCTIONS AND EXEMPTIONS:
8,526.43
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,057.94
11. Total Deductions (11) 9 . 84. j7
12. Net Value of Tax Return (12) 167,280.32
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (131 .00
14. Net Value of Estate Subject to Tax (14) 167,280.32
NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 167,280.32 X 045 = 7,527.61
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 - .00
19. Principal Tax Due (19)= 7,527.61
TOX CRE11iTSe
DATE
NUMBER +
INTEREST/PEN PAID (-) AMOUNT PAID
04-02-2003 CD002400 .00 7,527.61
TOTAL TAX CREDIT 7,527.61
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A ''CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX111-96)
NO. CD 002400
SUTHERLAND MARY ELIZABETH NKA
420 MARCH STREET
SHILLINGTON, PA 19607
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
fold
ESTATE INFORMATION: ssN: 145-05-s2~i
FILE NUMBER: 2102-1036
DECEDENT NAME: SUTHERLAND RITA TERESA
DATE OF PAYMENT: 04/07/2003
POSTMARK DATE: 04/02/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 1 1 / 1 6/ 2002
REMARKS:
SEAL
CHECK#1005
101 ~ $7,527.61
TOTAL AMOUNT PAID:
INITIALS: AC
RECEIVED BY: DONNA M. OTTO
57,527.61
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
RfV.1S00EXI6,,10i
/?-/Oc:2 - /
REV.1500
'* COMMONWEALTH OF
PENNSYLVANIA
. illi, DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~ sE~~ih~LA;T\~:~DJDL~IN~ \ lo__=L
c DATE OF DEATH (MM.DD.YEAR) I DATE OF BIRTH (MM.DD.YEAR)
~ J'j-.l/.t. -_02,. __ _ ._ () ~-:-jJ Y..- 15
W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
C
/
FILE NUMBER
LL-Q L
COUNTY CODE YEAR
LQ2~_
NUMBER
I SOCIAL SECURITY NUMBER
I 45 - 05'. q d, 1 j
. [THIS RETURN MUST'BE FIl.ED IN DUPLICATE WITH THE
REGISTER OF WillS
I SOCIAL SECURITY NUMBER-
- -
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x:SfI>
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w"lS
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M 1. Original Return
o 4. limited Estate
o 6. Decedent Died Testate (Attach ropy of Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise {date 01 death after 12.12.82)
o 7. Decedent Maintained a Living Trust (Alladl ropy 01 Trust)
o 10. Spousal Poverty Credit {date 01 death belween 12.31-91 and 1.1"95)
03. Remainder Relum (date 01 death priQf to 12-13--S2)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) {AllachSch0)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
MA~'t'J:.LI~A81i'TH 5.Lm.i.E.e~i)J)Ug,'-I~
FIRM NAME {If ApplicatMe)
.31 WEST COOVER.. ST.
M~C.HA"-lIGS:Buj2G PA,
,
170SS"
...
Z
w
Q
z
Q
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"'
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'"
Q
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. TELlEPHONE NUMBER
1-111-
- 5'lta'l.
Real Estate (Schedule A,
2. Stocks and Bonds (Schedule B)
(i)
(2)
509<.o1,e,("
3 Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D)
(4)
(5)
I 2..5 <10 'l.. e,3
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o
~
...I
::l
l-
ii:
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o
W
~
5. Cash, BanK Oe?QSits & Miscellaneous Personal Property
(Schedule E)
6 jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule GorL)
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)
(9)
(10)
8521".43
I051,Q4-
(6)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
z
o
!;t
I-
::l
a..
:!:
o
o
g
15_ Amount of line 14 taxable at the spousal lax
rate, or transfers under Sec. 9116 (a)(1.2)
x .0
(7)
(8)
17l.:> 8("tf.eoCi
13. Cnarilable and Governmental Bequests/Sec 9113 Trusts for which an election to lax has not been
made (Schedule J)
14. Net Value Subject to Tax (Lille 12 minus Line 13)
(11)
(12)
(13)
956'+31
/10 7 Z5<:>. 32..
(14)
11.>7 Z. eo, 3'l.
Ilol2.60. 37.
x 0
(15)
(16)
152.7.<..1
16. Amount of Line 14 taxable at lineal rate
17. Amount of line 14 taxable at sibling rate
x i2
(17)
(18)
(19)
751... I. '-'I
18_ Amount of Line 14 taxable at collateral rate
x.15
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUES1tNG A REFUND OF AN OVERPAYMEN1
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's Complete Address:
STREET ADDRESS 3 3 C" W "
.:> ~SL6Y vI?.
u!J.PL S:08_u
CITY Kec./.tA,,->IGS8l.UZ.G.
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2 Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
ZIP I 705~
'lS2.i.l., I
..
Total Credits (A + B + C ) (2)
o
3. InteresUPenalty jf applicable
D.lnterest
E.Penaity
TolallnteresVPenalty ( D + E ) (3)
4. If Line 2 is greater than line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on P.ge 1 Line 20 to request. refund (4)
o
5. If Line 1 + Line 3 is greater than Une 2, enter the difference. This is the TAX DUE. (5)
152.,.1"..1
A Enter the interest on the tax due.
(SA)
B. Enter the total of Line 5 + SA. This is Ihe BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
/S7...<.../
PLEASE ANSWER THIO FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;...........
b. retain the right to designate who shall use the property transferred or its income',
c. retain a reversionary interest; or............. .............h.................
d. receive the promise for life of eithef payments, benefits or carel ....................
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequ<lte consideration1 .... ................................ .....................
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death1.
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation1 ..... .......................
Yes
o
o
o
o
o
o
o ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN.
No
[8J
~
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~
Under penalties of perj1Jry, 1 declare !hat I have examined this relum, including accompanying schedules and statements, and to the best of my knowledge and belief. II Is !rue. correct
and complete.
Dedar<ltionofpreparerQlherthanlheper'SOnalrepresenlalive is based on al I lnformalion of which preparer has any knOw!edge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN tJ
ADDR~~~~~ ~
3/ W€S"f Coo"SlL:iT Mesc.l\ANICS SUe.<'> /1>", 1l05S
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
..
ADDRESS
DATE j j
4{1{ 03
DATE
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the nel value of transfers to Of 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% 172 P.S. 99116 (~) (1.1) (if)).
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements (Of disclosure of assets and filing a tax return are stm applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or aHer 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% 172 PS. ~9116(a)(1.21J.
The tax rate imposed on the net value of transfers 10 or for the use of the decedenl's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. s9116(a}(1)J.
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 PS. ~9116(a)(1.3)J. A sibling is defined, under Section 9102, as an
individual who has at least one parenl in common with the decedent, whether by blood or adoption.
REV-1503 EX+ (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
R IrA T. SU71tEe.LA"'1>
All property jolntly-owned with right of sUl"I/lvO~hlp must be disclosed on Schedule F.
ITEM .'
NUMBER DESCRIPTION
1. 113 SHAe-e;s l:>e;LPI~1 c.""e.POeATlO'" "lYSe;
2. I"Z S\.\Al2ES GE....E'eA\-. MOTOe.~ COMMO"-l NYSE
3 10'15 SI.tAIUiS "Du ()ON. Co H/VI D"-l "''Is""
4 B Sl-iAC2.eS 6~e1<AL MO'OOI2S 14 "-lYSE.
FILE NUMBER
2/ Ol I () 3("
.
VALUE AT DArE
OF DEATH
BQ"',33
b 2.0 O. 4-5
43<03>5,'50
'ZZ"I.-.sB
,
,
TOTAL (Also enter on line 2, Recapitulation) $ '50 q (., I . E:>b
(If more space is needed, insert additional sheets of the same size)
REV-150B EX' (6-9B) ..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
R ITI\ T. 5U'l\-tER.l.AN'D
FILE NUMBER
2t 0'2- 103&
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of 8urvlvokhlp must be disclosed on Schedule F.
,
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
L
L I':::'" \>-l$l.Ll2.A....G-6.' CASk VALU.r;;. SU(a.l2.ID-.l~en A',..Da-<vn~
G.08"'.q L
2,
CE:e.:nFICA~ ot=j)ePoS", - WA'IPO\>-lT 'OA....~
-II 4510283i'=>'1-
CEe.T1 F I CJ>m.::: D~ "'"De >>0-:' IT'- WA'/PO't-J.,.- 'i3A"-lL
.j! 45102. S'io<l-L
42>388.15
:3
10 7 80sAB
4
CI-\E.'-LING A.~'T ALI-J'<,g,ST 13A...."-
tl: 00 87.Q - "8'1(" - '+
1:>01:>
I i'Z:Z. 2.8
5.
TAN~Ii:>L~ '?el2.SDNAL- ?RoPa>12..-rY 01" 'DE<"~~'
'2.'500.00
,
,
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
12590'l.B3
REV-1511 EX+ (12-99).
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT O~CEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
K I Tl'\ T 5u Tl-l-€e.~!>
Debts of decedent must be reported on Schedule 1.
21 02..- t 03~
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAl EXPENSES:
1. ~U...~ Co",,-
'5'1 B3.-z.0
OPeN,....../ L.LOSIN" o",G~G .. 90.0<:>
NewspM:>.:m-- Aw....OU-Nc.8 Me-t-<7 12..5.\-+
1~1>~ N e; geo.=
t=....,...~ LU.....c..~N '3'2.9.="1
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Represenlalive(s)
.
Sodal Security ,Number{s)/EIN Number of Personal Representative(sJ
Street Address
City State_Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family bemptior.: (If deceOent's at1t1ress is not the same as claimant's, attach explanation)
Claimant
. Street Address
City Stale~Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees ,
7. 212.0 e,Nrs , 31lc,DO
WILL
TOTAL (Also enler on line 9. Recapilulalion) $ A57G,.4~
(If more space is needed, Insert additional sheets of the same size)
REV.1512 EXt (fi.-.98)
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
RITA T. S~T1-\-E:.f2LA~1>
FILE NUMBER
Z I -OZ-- l03G7
Include unrelmbursed medical expenses.
ITEM
NUMBER
1.
DESCRIPTION
5TDR.J'<G.e. 0"" €S'T'A'rei ?=P~'T"I
V^lUE ^T DME
OF D~TH
2
OUT"'~u\"""c.. Mert>\CJ.l<\- '6\L-.Lo, iX. '\)\Z'<'<'n.\
411..,,$
512.155
3
A,i; T /VEi?.l'l=orJ
~""'LOO
yo:;::>
43,.4
4-
Wcl2-L..t:l?JDD",- ~u..~'f
..i~~c-.. Dol)
zq.Go
~
TOTAL (Also enler on line 10, Recapitulation) $ I 05'1,94
(If more ~ is needed, insert additional sheets of the same size)
REV.15\3EK',0.00} ..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
R In'-\. T. Su:n-\E.l2.LA-"-ID
NUMBER
I
NAME AND ADDRESS OF PERSON(S} RECEIVING PROPERTY "
TAXABLE DISTRIBUTIONS {include outright spousal distributions, ana transfers under
Sec. 9116 (al (1.211
.1\ LE"",,,,PS<"
^JA.NE JU'T"\.t€.IC.LA-"-lt> Cel~c..l
31 W6$-r c.oov"'rt. S'rlz.Eer
MCC-MANlc..S \3LL(4(1,., PA l'lOSS
t'IAR.'-( EL-I i!-l\f3e;n~ '5..lnt€:lUJl<"--Il) 'Duel.-1o..j
420 t-1Al2C.-l-\ ST"l2-Ee'T
S~Hl.-L-\N6'TO"-l PA )"1<.>07
I
ANNE MeE:I{AI'J .sunte:~LAI\l\)WAT5<W
(.,eoz/ ELVA'S LAo.Je.
CltEsree.Flev), VA. 23'<:3&
k^THc~''''l!i I-ltE'AI2.:r SUT1-t€lLLA".(t). FA~I()
39 SO'-l~ L\....wcoD Ave
C.~'Tt>NI VA 152.D5
2.(
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
p"'U.c.l~ 1"E1L
OALlGol-l11SR-
D"'U-GoIr\'TE:tL
'j)Av..GI.\n=~
Ol. IO"?Jfo
AMOUNT OR SHARE
OF ESTATE
.
4U3 'ZO. 08
41,137..0,06
4/62-0.06
I
41 i3 '2.0. oB
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON. TAXABLE DISTRIBUTIONS:
A. SPOUSAl DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MAOE
B. CHARITABlE AND GOVERNMENTAL DISTRIBUTIONS
~
TOTAL Of PART 11- ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REY.1500 COYER SHEET $
(If more space is needed, Insert additional sheets of the same siz.e)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 12/01/2004
SUTHERLAND MARY ELIZABETH NKA
420 MARCH STREET
SHILLINGTON, PA 19607
RE: Estate of SUTHERLAND RITA TERESA
File Number: 2002-01036
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: 11/16/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely
.
GLENDA FARNER STP3kSBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 10/11/2005
SUTHERLAND MARY ELIZABETH NKA
420 MARCH STREET
SHILLINGTON, PA 19607
RE: Estate of SUTHERLAND RITA TERESA
File Number: 2002-01036
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: 11/16/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~U~~I~-l
GLENDA FARNER STRASBA;~~V
REGISTER OF WILLS -
cc: File
Counsel
Judge
\.-.G-"
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 10/11/2005
DUBLIN MARY ELIZ. SUTHERLAND
31 W Coover St
Mechanicsburg PA 17055
RE: Estate of SUTHERLAND RITA TERESA
File Number: 2002-01036
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 I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 11/16/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
G!::~~
REGISTER OF WILLS
cc: File
Counsel
Judge
vc,..
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: R '\ +G 'Ie r ~ ~t{ D () L{ 9 n cr~ f ~ ld::he.J u () d
Date of Death: , I 11 U/ / 0:)...,
I I
Estate No.: :;) ('Y)Q - 0 \ 0 3lD
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration ofthe above-captioned estate:
1. State whether administration of the estate is complete:
Yes fil 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 W
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an accol(nt informally to the parties in
interest? Yes 0 No [j[ Ie) 'i\"'e.. \::x-'~,;\" (~ mi K\'low\c"A~--e
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.
~"1(f'tf.tL<d? ~ h~~
SIgnature
0\0\1 f\\'LQM\1 5q-t~~r~J~b\\ n
Name
5 f Sh -to n I Po,
jQL,o'7
Date:" / ~ / 0::)
I I
Address
j
GI D i777 - {oq'fl
Telephon No.
,
. _ ,J
C7 :\
~..,jI v
ll.d 11 \
J L 1
f :.~. ; . ~.i ' .J
Capacity:
IKl Personal Representative
o Counsel for personal representative
Vt