HomeMy WebLinkAbout06-20-13 ±�-`"J �
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IN THE COURT OF COMMON PLEAS � � � �' �
OF CUMBERLAND COiJNTY,PENNSYLVANI� � � � � �
ORPHANS' COURT DIVISION r � � o � �
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NO. 21-12-1166 � -�'c.,,,- ° � �� �
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ESTATE OF DALE W. MENTZER -�v � c,� � :�
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PETITION UNDER SECTION 3102
OF THE PROBATE,ESTATES AND FIDUCIARIES
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CODE FOR THE SETTLEMENT 4F A SMALL ESTATE
TO THE HONORABLE JUDGES OF SAID COURT:
1. Your Petitioner, Bonnie R. Wilt,who resides at One Graham Road,Nevwille,
Cumberland County, Pennsylvania. The Petitioner is the daughter of the decedent, Dale W. Mentzer.
2. The decedent,Dale W. Mentzer, died on October 25, 2012, at the residence of his
daughter, Bonnie R. Wilt.
3. Letters Testamentary were issued to the Petitioner on November 6, 2012,by the
Register of Wills of Cumberland County, Pennsylvania; no bond was required.
4. The Petitioner has filed a Pennsylvania lnheritance Tax Return on February 12, 2013.
On or about Apri18, 2013, the Department of Revenue approved the inheritance tax return as filed in
this matter. A copy of the approval is attached hereto as Exhibit"A."
5. The sole heir is the Petitioner, Bonnie R. Wilt, One Graham Road,Nevwille,
Cumberland County, Pennsylvania 17241.
6. No creditors are known to exist in this estate aside from the ones listed herein.
7. At the time of his death, the decedent' had the following two assets:
A. Orrstown Bank Account# 1 Q6004114 $13,906.00
B. Credits for funeral expenses from
benevolent organizations $ 466.00
Total: $14,372.00
WHEREFORE,the Petitioner, respectfully requests that they be permitted to distribute
decedent's estate as follows:
- 1. Probate fees $ 115.00
2. The Sentinel (obituary fee) $ 48.00
3. Advertising Fees $ 232.68
4. Inheritance Tax Return $ 20.00
5. Petition to Settle Small Estate $ 15.00
6. Legal Fees to Baric Scherer LLC $3,170.00
7. Bonnie R. Wilt, family exemption 3 000.00
$6,600.68
B C�'SCH RER LL �
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David A. Baric, Esquire
ID #44853
19 West South Street
Carlisle, PA 17103
(717) 249-6873
Attorney for Petitioner
VERIFICATION
I verify that the statements made in the foregoing Petition are true and correct. I understand
that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904 relating to
unsworn falsification to authorities.
. a� v � � �'� \ Q �
Date: �/ j � 13
Bonnie R. Wilt
NOTICE OF INHERITANCE TAX � pennsy�van�a
, � ' � APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU oF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 IX AFP C04-12)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 04-08-2013
ESTATE OF MENTZER DALE W
DATE OF DEATH 10-25-2012
FILE NUMBER 21 12-1166
COUNTY CUMBERLAND
� DAVID A BARIC ESQ ACN 101
19 W SOUTH ST APPEAL DATE: 06-07-2013
CARL ISLE PA 17013-3445 (See reverse side under Objections)
Amount Remitted -�
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE -�i RETAIN LOWER PORTION FOR YUUR RECORDS E�
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REV-1547 EX AFP C12-11� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISAL-LOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MENTZER DALE WFILE N0. :21 12-1166 ACN: 101 DATE: 04-08-2013
� TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) C1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) C2� .0 0 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest CSchedule C) C3) of this form with your :
4. Mortgages/Notes Receivable CSchedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 1 4,3 7 2.0 0
6. Jointly Owned Property CSchedule F) �g� 94,481.00
7. Transfers CSchedule G) ��� .0 0
s. Total Assets c8) 108.853.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9� 1 0,9 0 6.6 8
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10? .0 0
11. Total Deductions �il� 10,906.68
12. Net Value of Tax Return �12� 97,946.32
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) C13� .0 0
14. Net Value of Estate Subject to Tax (14) 97,946.32
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, lg and/or 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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at lineal rate C16) 97.946_37 X 045 = 4,407.58
17. Amount of Line 14 at sibling rate C17) -�0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate C18� .0 0 X 1 5 = .0 0
19. Principal Tax Due �i9�- 4,407.58
TAX CREDITS: �
PAYMENT RECEIPT DISCOUNT C+? AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
01-22-2013 CD017078 220.38 6,268.00
TOTAL TAX PAYMENT 6,488.38
BALANCE OF TAX DUE 2,080.80CR
INTEREST AND PEN. .00
TOTAL DUE 2,080.80CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
� EXHIBIT "A"