HomeMy WebLinkAbout04-1183PETITION FOR PROBATE and GRANT OF LETTERS
al, so [~rtow,n as
Social Security No. ,~1/- ~- ~}~.~ Deceased.
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or o)der an the executat-
in the last will of the above decedent, dated ,Ya~ ~. ~ 9
and codicil(s) dated v
No. rgl - Oq -11~(.5
To':
Register of W,~lls ~or ~e
County of Lo',,n~rtq,~a~ in the
Commonwealth of Pennsylvania
named
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C,~c~¢t-I~,~o/~ County, Pennsylvania with
~ last family or principal residence at ~_tc'~ 6-eTlrL~]~o~ q ~t~,0. '~ t, xo '~/i' ~'?~ / 'ir~//
(list street, number and muncipality)
Decendent. then ~ years of age, diecl /IJ¢,ve..,n[ec I 7 ~g~ ,,~00 q
at ~M~q~0~'ce, r~; / Oq,~F /-L"]I, ~ ' '
Except as follows, decedent did not marry,'was not divorced and did not have a child born or adopte~i
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: //a.,'.~e ~ ,;~,~d..5'
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
_~. ,~,-,-~ OATH OF'PERSONAL REPRESENTATIVE
C~EALTH OF PENNSYLVANIA
~ petitioneris) abOve-named swear(s) or affirm(s) that the statements in the foregoing petition are
trucS~2nd 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 wella~ truly administer the est~ate according to law.
Sworn to or affirmed and subscribed ~ q~~/~e,.'-/~'~m,~
before me this 2.] dav of ]
,. D~cem~ ~'--,~¥' / : -
,,bit,..,,.,, ,,
No.
the reverse side hereof, satls;actory proof having been p, esente., he,re me,
IT iS DECREED that the instrument(s) dated '-~
described therein be admitte~o probate and filed of record as the last will of
and Letters
are hereby ganted to ~ r~_ ~
,~ ~0()~ ,~ in consideration of the petition on
FEES
Probate, Letters, Etc .......... .~ '(~
Short Certificates(). $ 12..00
TOT L
Filed . l~...-.'~..'"~..r .~. ..................
ATTORNEY (Sup. Ct. I.D. No.
ADDRESS
PHONE
PETITION FOR PROBATE and GRANT OF LETTERS
estate o/'
also known as
No.
To':
, Deceased.
Social Security No. ~ I /
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or pie[er an the exec
in the last will of the above decedent, dated
and codicil(s) dated v
Register of W,~lls ~or lihe
County of
Commonwealth of Pennsylvania
in the
named
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in ¢,~mlae t'lu, t~o(~ C_oun~, PennsyJ¥,ania~ with ·
~ .last family or princip~ residence at ~30~ ~o~q ~. C~ Hi7/. ~
0ist street, number and muncipality)
Decendent, the~ ~ ye~s of a~, died ~o ue,n[ ~ c I 7 , ~. ~0~ q~.,
at / . ff /
Except as follows, decedent d~d not ma~y, was not ~vorced 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 w~ never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ ~ /~/~0~
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $ O
Value of real estate in Pennsylvania - $' ~/d 0 cD
situated as follows: //o,~e ~ ¢l~-q' ~.;~-~r.q ~-o~., C~/~/J/ j~-
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters.
theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
m ~ OATH OF PERSONAL ~P~SENTATIVE
C~EALTH OF PENNSYLVANa n ss
~ petitione~) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
tru~nd correct to the best of the knowledge and belief of petitioner(s) and that as person~ represen-
tative(s) of the above decedent petkioner(s) will wel/~ truly admi~ster the estate according to taw.
Sworn to or affirmed and subscribed ~ ~~,~]~ ~
b~fore me this Z] day of ~ _ ~'
~o. oo,~-oq-Iig'3
DECREE OF PROBATE AND GRANT OF LETTERS
, Deceased
the reverse side hereof, satisfac~o,'2,' vroof having been presented be.~ore me,
IT IS DECREED that the instrument(s) dated
described th~e.~in be admitte~.~and filed of record as the last will of
and Letters ~~- xt'n.x--4
are hereby granted to .;-~, ,~__%~_,"-{ /Jo,/,' 'a_-_~r)_
~Q~ ~qo(F/ ~ , in consideration of the petition on
FEES
Probate, Letters, Etc .......... ~ '(-~
Short Certificates( ) ... ...... $ 12.00
s/0
-- TO~L $~'~ 5. (Y~
Filed . l~f~..~...t .... : ..............
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of' I~/~ze.~{ ~i$~ No. ~9~- 0~-1]~7.~
also known as To':
Register of W, jlls lot ~e
Deceased. County of L~'n~oe4'lq,~a~ in the
Commonwealth of Pennsylvania
Soctal Security No. ~ / _ ~.c/_ ~,~
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or oJ4er an the executa~-
in the last will of the above decedent, dated 0-,d ~_ c~ c~
and codicil(s) dated ~'
named
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C,2~[~erl~.~ County, Pennsvlvania~with
k-~,~ last family or pri, r~cipal residence at ,~3O'~K C~ 3~ ~; ~q,~f A/T'/// ~'~
(list street, number and muncipality)
Decendent, the~ ~,,~ years of a~e. died ~4,t¢' ~e.~ b e t- I 7 1~ ~0o q
at ~lq,~O~'c..~r~ / C'q~ /7,71/ ~t '
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 $ ~ /...~/tPt~9
(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: //o,~-t~ ¢~ ~.~6.5' G-e~f.~,~q ,~., ~ $' q/iagOO
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and Codicil(s)
presented herewith and the grant of letters
theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
~ ~-~ OATH OF'PERSONAL REPRESENTATIVE
C EALTH OF PENNSYLVANIA. ~ ss ~
.C~ petitione~) ~b0vc-named swear(s) or affirm(s) that the statements in the foregoing petition are
tru~nd correct to the best of thc knowledge ~d belief of petitioner(s) and that as person~ represen-
tafive(s) of thc above decedem petitioner(s) will wel~ truly administer thc estate according to law.
Sworn to or affirmed a.d subscribed c ~~q~~
before me this Z3 day of / ~
DECIIEE OF PROBATE AND GRANT OF LETTERS
,Deceased
^~ ~ow-~ ~ ~ o"-
the reverse side hereof, satisfactory proof having been presented he,re me,
IT IS DECREED that the instrument(s) dated -"/'o'~q-,''q,gY)qc
described therein be admitted, go probate and filed of record as the last will of
and Letters I~....~,~- ]rz~k,~
are hereby granted to ~, r~_~_4r~ 0~.~.,1_~_._ ~) ~
,~ ~Od~ ~ ,, in consideration of the petition on
FEES
Probate, Letters, Etc ..........
Short Certificates().
~'~x'~'~z'~'.-~d fi
_ TOTAL
Filed . l~. :'."~..q~..~.. ..................
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
PETITION FOR PROBATE and GRANT OF LETTERS
estate of' lge s'g
also k~owrt as
· Deceased.
Social Security No. ,~ / /_ pc/_ ~,
To':
Register of W~lls l~or the
County of t--°'nn'-t-t-t-t-t-t-t-t-t~rlqwt~7
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or_oJd~er an the execut~-
in the last will of the above decedent, dated ,Y~'l ~, ~ <~
and codicil(s) dated
in the
named
(state relevant circumstances, e.g, renunciation, death of execrator, etc.)
Decendent was domiciled at death in C~cv, lael'[, ~ County, Penns~lyania,.with
~ .last familyor principal residence at D_to..q' C~-.afJaorq ,~,O/ /'~}~ /-/77)/A/F//. /2~0 /Ir~,//
(list street, nurnb~ and muncipaIity)
Decendent, then r/~ years of age, died r~Jo ve,~lae c' ] 7 , ~. ~tOO q ,
at ~MquOec~r~ / ~c~,nff AL'TI/ ladl .
Except as follows, decedent did n0t 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: /'/e.~a~ ~Fdz ~0.5' ~l~"~r~9
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.
~o
OATH OF'PERSONAL P fiENTATIVE
C~EALTH OF PENNSYLVAN~
~ petitione~) above-named swear(s) or affirm(s) that the statemen~ in
tru~nd 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 ~ truly administer the estate according to law.
Sworn to or affirmed and subscribed ~~/~
b~fore me this Z~ day of
DEC~,EE OF ?ROTATE AND GRANT OF LETTERS
, Deceased
the reverse side hereof, satisfacto~ proof having been t~resented be?re ,,'ne,
IT IS DECREED that the instrument(s) dated
described therein be admittedAo probate and filed of record as the last will of
and Letters ]-'O~l.,~,.&~.~-~. ~
are hereby granted to ;~, )~__~_4,'~ 0O~--l_n_-_~9)~
oQ~ z~g(}~/ ~ , in consideration of the petition on
FEES
Probate, Letters, Etc ..........
Short Certificates( )
Filed . 1~..~.~..t ...................
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
__ ~ ~egister of :~ill~ of Cumb£rlan~ Count~
OATH OF NON-SUBSCRIBING WITNESS
Also known as
No. C2/- ?)4 -II~
,Deceased
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
2.~-~qm familiar with the signature of t//l~z~t ~.1~ ., testat ~'~ of
(one of the sub_scri~ug wime~m) the cod/oil/will presented herewith and that .E' . believe~
the signature on the codicil/will is in the handwriting of tL/o~ l /~gl ~ ~
to the best of /~xC knowledge and belief.
e~wom to or affirmed and subscribed
Before me this ~-~ day of
(Address)
(Address)
· £gi~ter ~f ~ilI~ ~f (~umbedanrJ Cauntp
Estate of . ~ ~.
Also known as
OATH OF SUBSCRIBING WITNESS
2~el'5~, No. c~ l- tgq -1173
, Deceased
(each) a subscribing wimess to the will/codicil presented herewith, (each) being duly qualified
accordin$ to law, depose(s) and say(s) ~'~e_ g0t~present and saw
~2~1 8~12.~.' , the testat /'/X, sign the same and
that be signed as a witness at the request of the testat r'*'~( in h 1'~6~ presence
and (in the presence of each other) (in the presence of the other subscribing wimess(es).
Sworn to or affirmed and subscribed
.~ore me this ~-X~ dayfi~f
~ ~ ~.x,c~ :- ,20 (._~L,~
For the Register
(Name)
(Address)
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P .0825855
No,
~ocal Registrar
Date
CBq~p Hill PA 17011
Rev. ~ N, I~dt
LAST WILL AND TESTAMENT
HAZEL K. BEISH
I, Hazel K. Beish, a widow, of Camp Hill, Cumberland County, Pennsylvania,
being of sound and disposing mind and memory, do make, publish and declare this to be my
Last Will and Testament, hereby revoking all Wills and Codicils by me at any time previously
made.
1. SPECIFIC BEQUESTS.
(a) I give and bequeath my residence at 2305 Gettysburg Road to My
Son, Leonard Charles Beish, for as long as he, in his sole discretion, needs to reside there.
Thereafter, the property shall be sold and the proceeds divided equally between my three
children, Kathy Anne Wagner, Leonard Charles Beish and Timothy Greg Beish (My
"Children").
(b) I specifically give and bequeath my china hutch to Kathy Anne
Wagner.
2. TANGIBLE PERSONAL PROPERTY. I give and bequeath all of my
household furniture and furnishings, automobiles, other motor vehicles, books, pictures,
Page 1 of 7 Pages
207596.1
jewelry, china, crystal, appliances, silverware, wearing apparel, articles of household or
personal use or adornment, collections, artworks, boats and recreational equipment and vehicles,
together with all policies of insurance thereon, to my children living at my death in as nearly
equal shares as they shall select under the supervision of my Executor. It should be noted that
certain tangible property at my residence belongs to My Son, Leonard Charles Beish, and is not
covered by this bequest. If any such articles cannot be fairly divided or distributed in kind in
the opinion of my Executor, such remaining articles shall be sold and the proceeds thereof shall
pass as a part of my residuary estate.
3. RESIDUE. I give, devise and bequeath all of the rest, residue and
remainder of my property, real, personal and mixed, not disposed of in the preceding portions
of this Will, including all property over which I hold a power of appointment (which powers of
appointment I hereby exercise in favor of my estate), to my children named above.
4. SPENDTHRIFT PROVISION. No interest in income or principal of my
estate shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee
or receiver in bankruptcy of any beneficiary of my estate prior to the beneficiary's actual receipt
thereof. My Executor shall pay over the net income and the principal to the beneficiaries herein
designated, as their interests may appear, without regard to any attempted anticipation (except as
may be specifically provided herein), pledging or assignment by any beneficiary of my estate
and without regard to any claim thereto or attempted levy, attachment, seizure or other process
against said beneficiary.
Page 2 of 7 Pages
5. SURVIVAL PRESUMPTIONS. Any person who shall have died at the
same time as I or under such circumstances that it is difficult or impossible to determine who
shall have died first, shall be deemed to have predeceased me.
6. FIDUCIARY POWERS. In the settlement of my estate, my Executor
shall possess, among others, the following powers, exercisable without prior court approval, but
in all cases to be exercised for the best interests of the beneficiaries:
(a) To retain any investments I may have at my death so long as my
Executor may deem it advisable to my estate so to do, including securities owned,
issued or underwritten by any corporate Executor or any of its affiliates.
(b) To vary investments, when deemed desirable by the Executor, and to
invest in every kind of property and type of investment, including securities owned,
issued or underwritten by any corporate Executor or any of its affiliates, or as to
which such Executor or its affiliate acts as investment advisor, as the Executor
shall deem wise.
(c) In order to effect a division of the principal of my estate or for any
other purpose, including any final distribution of my estate, my Executor is
authorized to make said divisions or distributions of the personalty and realty
partly or wholly in kind. If such division or distribution is made in kind, said
assets shall be divided or distributed at their respective values on the date or dates
of their division or distribution. In making any division or distribution in kind,
my Executor shall divide or distribute said assets in a manner which will fairly
allocate any unrealized appreciation among the beneficiaries.
(d) To sell either at public or private sale and upon such terms and
conditions as my Executor may deem advantageous to my estate, any or all real
or personal estate or interest therein owned by my estate severally or in
conjunction with other persons or acquired after my death by my Executor, and to
consummate said sale or sales by sufficient deeds or other instruments to the
purchaser or purchasers, conveying a fee simple title, free and clear of all trust
and without obligation or liability of the purchaser or purchasers to see to the
application of the purchase money or to make inquiry into the validity of said sale
or sales; also, to make, execute, acknowledge and deliver any and all deeds,
Page 3 of 7 Pages
assignments, options or other writings which may be necessary or desirable in
carrying out any of the powers conferred upon my Executor in this paragraph or
elsewhere in this Will.
(e) To mortgage real estate and to make leases of real estate for any
term.
(f) To borrow money from any party, including my Executor, to pay
indebtedness of mine or of my estate, expenses of administration, Death Taxes or
other taxes.
(g) To pay all costs, expenses, legally enforceable debts, funeral
expenses and charges in connection with the administration of my estate.
(h) To vote any shares of stock which form a part of my estate and to
otherwise exercise all the powers incident to the ownership of such stock and to
actively manage and operate any incorporated or unincorporated business,
including any joint ventures and partnerships, and to incorporate any such
unincorporated business, with all the rights and powers of any owner thereof.
(i) In the discretion of my Executor, to unite with other owners of
similar property in carrying out any plans for the reorganization of any
corporation or company whose securities form a part of my estate.
(j) To assign to and hold in my estate an undivided portion of any
asset.
(k) To hold investments in the name of a nominee.
(1) To compromise controversies.
(m) To disclaim, in whole or in part, any and all interests in property
owned by me at the time of my death, including those passing to me by Will,
intestacy, contract, joint ownership, operation of law or otherwise.
(n) To designate one or more persons or a corporation to act as
ancillary fiduciary in any jurisdiction in which ancillary administration may be
necessary, such ancillary fiduciary to serve without bond or security and to have
all powers, authorities and discretions conferred hereunder.
Page 4 of 7 Pages
(o) To employ and compensate from income or principal, in the
discretion of my Executor, investment and legal counsel, accountants, brokers
and other specialists, and, whenever there shall be no corporate Executor in
office, a corporate custodian, and to delegate to investment counsel discretion
with respect to the investment and reinvestment of any or all of the assets held
hereunder.
(p) My funeral costs shall first be paid by such funds as are available
by my annuities.
7. EXCULPATORY CLAUSES. In the settlement of my estate:
(a) My Executor shall not be personally liable for any loss to my estate
or to any beneficiary of my estate resulting from an election made in good faith to
claim a deduction as an income tax deduction or as an estate tax deduction.
(b) In valuing property in my gross estate for the purposes of any
Death Tax, my Executor shall not be personally liable for any loss to my estate or
to any beneficiary of my estate resulting from my Executor's decision made in
good faith to use a particular valuation date.
8. EXECUTOR POWERS REGARDING BASIS ADJUSTMENT. I hereby
authorize my Executor in my Executor's sole and absolute discretion to allocate any
adjustments to the income tax basis of assets of my estate to such assets as my Executor deems
to be appropriate. I recognize that this power gives my Executor broad latitude which I wish my
Executor to exercise while taking into account such factors as my Executor deems beneficial to
all of the beneficiaries of my estate. My Executor shall not be liable for any loss to my estate or
to any beneficiary of my estate resulting from such allocation made in good faith.
9. EXECUTOR APPOINTMENT. I hereby appoint My Son, Leonard
Charles Beish, as Executor of this Will. If for any reason he should fail or cease to act, I
appoint My Daughter, Kathy Anne Wagner, as Executrix.
Page 5 of 7 Pages
10. WAIVER OF BOND. My Executor shall qualify and serve without the
duty or obligation of filing any bond or other security. My individual fiduciary shall serve
without compensation.
IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and
Testament, consisting of this and the preceding five (5) pages, this __
h,2004.
'4' d~y of
(SEAL)
We, the undersigned, hereby certify that the foregoing Will was signed, sealed,
published and declared by the above-named Testatrix as and for her Last Will and Testament, in
the presence of us, who, at her request and in her presence and in the presence of each other,
have hereunto set our hands and seals the day and year above written, and we certify that at the
time of the execution thereof, the said Testatrix was of sound and disposing mind and memory.
~* .... )/~, ~ (SEAL) Resiaingat: ~ ~~ ,~,
Page 6 of 7 Pages
-.
Register of Wills of Cumberland County
CERTIFICATION OF NOTICE UNDER RULE 5.6(A)
Hazel K Beish
Name of Decedent:
D f D h November 17, 2004
ate 0 eat:
E tat N . 2004-01183
s eo..
To the Register:
I certify that notice of (beneficial interest) estate administration 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
3/24/2005
Name
Timothy G Beish
Address
8725 Crabapple Drive, Navarre, FL 32566
Kathy A Wagner
28 Devon Road, Malvern, PA 19355
Leonard C Beish
1505 Louisa Lane, Mechanicsburg, PA 17050
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
D 3/25/2005
ate:
.:1"1
,
~~~
Signature
Leonard C Beish
Name
1505 Louisa Lane,
Mechanicsburg, PA 17050
Address
717-761-9436
Telephone
Capacity: l8J Personal Representative
o Counsel for personal representative
,9
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 03/17/2005
BEISH LEONARD CHARLES
1505 LOUISA LANE
MECHANICSBURG, PA 17050
RE: Estate of BEISH HAZEL K
File Number: 2004-01183
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.6 (a) 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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing is due by:
04/07/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~:!:::::;I
Clerk of the Orphans' Court
cc: File
Counsel
Judge
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG, PA 17128-0601
August 17, 2005
Telephone
(717) 787-3930
FAX (717) 772-0412
METZGER, WICKERSHAM, KNAUSS & ERB, PC
3211 NORTH FRONT STREET
PO BOX 5300
HARRISBURG, PA 17110-0300
Re: Estate of HAZEL K. BEISH
File Number 2104-1183
Dear Sir/Madam:
This is in response to your request for an extension of time to file the Inheritance Tax Return for
the above estate.
In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for
filing the return is extended for an additional period of six months. This extension will avoid the
imposition of a penalty for failure to make a timely return. However, it does not prevent interest from
accruing on any tax remaining unpaid after the delinquent date.
The return must be filed with the Register of Wills on or before 02/17/06. Because Section 2136
(d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be
granted that would exceed the maximum time permitted.
Claudia Maffei, Supervi r
Document Processing Unit
Inheritance Tax Division n
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11-21-2005
BEISH
11-17-2004
21 04-1183
CUMBERLAND
101
APPEAL DATE: 01-20-2006
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
P~PARTMENT OF REVENUE
" '\
," . NOTICE OF INHERITANCE TAX
-'APP~AISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
n',~ ":1.: 05
II \ ..)
"n r;c,
Ll':;;;
'2'D
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JERED L HOCK
METZGER ETAL
PO BOX 5300
HBG
ESQ
PA 17110
REV-1547 EX AFP (06-05)
HAZEL
K
TO:
~~!_~~~~~_!~!~-~!~~------~---~~!~!~-~~~~~-~~~!!~~-~~~-!~~~-~~~~~p~--~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BEISH HAZEL K FILE NO. 21 04-1183 ACN 101 DATE 11-21-2005
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)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
80,385.71
8.513.82
.00
.00
15.500.35
.00
.00
(8)
2. Stocks and Bonds (Schedule B)
3.
4.
5.
6.
7.
8.
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
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
(9)
(10)
27,760.84
2.920.54
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
104,399.88
~n.~81 .~8
73,718.50
.00
73,718.50
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !bh returns assessed to date.
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
TAX CREDITS:
(15) .00 X 00 .00
(16) 73,718.50 X 045 = 3,317.33
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 3,317.33
pAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-17-2005 CD005707 .00 3,317.33
TOTAL TAX CREDIT 3,317.33
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 REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Hazel K. Beish
Date of Death: 11/17/2004
Will No. 2004-01183
Admin. No.
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 X No
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.
account with the Court?
Did the personal representative file a final
Yes No X
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 X No
d . Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Oq>hans' Court and may be attachtNrepo..rt rt.. .. ,_
Date. o{lS:/O~ ~~~,/~
Signature
Jered L. Hock. Esquire
Name (Please type or print)
3211 North Front Street, PO Box 5300
Harrisburg P A 17110-0300
Address
( 717 ) 238- 8187
Tel. No.
Capacity :
Personal Representative
X
Counsel for personal
representative
(