HomeMy WebLinkAbout02-0339PETITION FOR PROBATE and GRANT OF LETTERS
Estate of ~!,,](/[[~k~('~-T'. ~('i\~i¢.Ic~ No.
also known as To:
Deceased.
Social Security No. 'D~ ~ ~. - ~-~o~ ~' i qo~ ~
21-02-339
Register of ~Wills for the
County of
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executc I X
in the last wilt of the above decedent, dated C) ~'¢c~ P,I-' (~
and codicil(s) dated
in the
named
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Q.¥,-whbL-c'/¢cI% ~ County, Pennsylvania, with
last family or principal residence at [~'5'~
(list streeT, number and muncipality)
Decendent, then rl'~ y~ars of age, died
at (~,~r~o V~'~it, ~,c~
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) tt3e probate of the last will and codicil(s)
presented herewith and the grant of letters 4~0_.$1~.~x~0 J'l~C~o t~
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
The petitioner(s) abowc--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 ,--Q-~ lk~ .0 .:~C~.~"L-) ',~¢/,~/Y%OV/_~.
before me this 2nd __ __ day of
k, APRIL~ ~ 1:~x2002
/ % ~-~/_ ~/ ·
No. 21-02-339
Estate Of WILLIAM T WILLIAMS
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW APRIL 3 ~1~) 2002, 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 OCTOBER 6, 199~
described therein be admitted to probate and filed of record as the last will of
WILLIAM T WILLIAMS ;
and Letters T~..qTAM~.WTARV
are hereby granted to JULIE HINDERLITER BURNER
FEES
Probate, Letters, Etc .......... $ 200.00
Short Certificates( ) .......... $ 30.00 ATTORNEY (Sup. Ct. I.D. No.)
-a~s
~e~,ation ................ $ 15.00
JCP $ 5.00 ADDRESS
TOTAL $, 250.00
Filed ...APRIL. 3 .... 2002..: ..............
PHONE
At ~
LAST WILL AND TESTAMENT
OF
WILLIAM T. WILLIAMS
21-02-339
L WILLIAM T. WILLIAMS, of Enola, Cumberland, Pennsylvania, do make,
publish and declare this to be my Last Will and Testament, hereby revoMng all Wills and
Codicils by me at any time made.
ITEM I: I direct that all inheritance and estate taxes becoming due by reason
of my death, whether such taxes may be payable by my estate or by any recipient of any
property, shall be paid by the Executrix out of the property passing under ITEM III of this
Will, as an expense and cost of administration of my estate. The Executrix shall have no
duty or obligation to obtain reimbursement for any such tax so paid, even though on
proceeds of insurance or other property not passing under this Will.
ITEM II: I direct the Executrix to pay my just debts and the expenses of my last
illness and funeral expenses from the property passing under this Will as an expense and
cost of administration of my estate.
ITEM III: All the rest, residue and remainder of my estate shall be paid to my
friend, JULIE (HINDERLITER) BURNER. In the event my friend predeceases me or, in
the event she does not survive me by thirty (30) days, I devise and bequeath all of my estate
in Trust to Julie's issue, Benjamin $. Burner and Collin M. Burner, in equal shares. In the
event any beneficiary is a minor at the time of receipt of his bequest, I direct that the
proceeds shall be held in Trust for the benefit of the beneficiary until the child reaches the
age of 21. Until such time as the child attains the specified age, the net income and so much of the
principal as Trustee, in his sole discretion, deems necessary, shall be used for the health,
maintenance, support cowl~or higher education for the benefit of the respective children. The monies
shall be held and administered by the child's legal guardian as Trustee.
ITEM IV: In the settlement of my estate, my Executrix shall possess, among others,
the following powers:
(a) To retain any investments I may have at my death, as long as the
Executrix may deem it advisable to my estate to do so;
(b) To sell either at private or public sale and upon such terms and
conditions as the Executrix may deem advantageous to the estate, any or all real or personal
property or interest therein owned by the estate;
(c) To pay all costs, taxes, expenses and charges in connection with the
administration of my estate;
(d) To compromise controversies; and
(e) To do all other acts in the Executrix's judgment deemed necessary or
desirable for the proper and advantageous management, investment and distribution of the
estate.
ITEM V.: Any person who shall have died at the same time as I shall have, or in
a common disaster with me, or under circumstance that the order of deaths cannot be
established by proof, or within thirty (30) days of my death, shall be deemed to have
predeceased me.
ITEM Vl: I appoint my friend, JULIE (HINDERLITER) BURNER, to be the
Executrix of my Estate. In the event dulie cannot act or refuses to act as Executrix for any
reason, I nominate, constitute and appoint her husband, SCOT I. BURNER, as alternate
Executor. Any Executrix(or) is specifically relieved from the duty or obligation of filing any
bond or other security.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last
Will and Testament, consisting of this and the preceding two (2) pages, at the end of each
page of which I have also set my initials for greater security and better identification this
WILLIAM T. WILLIAMS
We, the undersigned hereby certify that the foregoing Will was signed sealed
published and declared by the above-named Testator as and for his Last Will and Testament,
in the presence of each other, have hereunto set our hands and seals the day and year first
above written, and we certify that at the time of the execution thereof, the said Testator was
of sound mind and memory.
Lisa Wasserloos
)[lichael T. StephensI -
Residing at:
Residing at:
325 Third Street
New Cumberland PA 17070
401C Radcliffe Drive
Harrisburg, PA 17109
4 ~V. 7.II'r.
A CKNO WLEDC~EMENT
COMMONWEALTH OF PENNSYLVANIA ·
'SS.
COUNTY OF CUMBERLAND ·
I, WILLIAM T. WILLIAMS, Testator, whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby acknowledge
that I signed and executed the instrument as my Last Will and Testament; that I signed it
willingly, and that I signed it as my free and voluntary act for the purposes therein
expressed
Sworn tp, and subscribed
tt. ,
My Commission Expires:
WILLIAM T. WILLIAMS
(SEAL)
A FFIDA FI_.~T
COMMO~EALTH OF PENNSYLVANIA ·
'SS.
COUNTY OF CUMBERLAND ·
We, Lisa Wasserloos, and Michael T. Stephens, the witnesses whose names are
signed to the attached or foregoing instrument, being duly qualified according to law, do
depose and say that we were present and saw Testator, WILLIAM T. WILLIAMS, sign and
execute the instrument as his Last Will and Testament; that Testator signed willingly and he
executed said Will as his free and voluntary act for the purposes therein expresse& 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 that time eighteen (18) or more years of age, of
sound mind and under no constraint or undue influence.
Lisa Wasserloos
Sworn to and subscribed
befo~e~t~is ~day
/ OT VUB£SC '
My Commission Expires:
Michael T. S'[eph£ns
04/09?02 15:08 REGISTER OF WILLS a 7177662927 N0.695 ~01
CERTIFICATION OF NOTICE UNI}ER RULE
To me Re,stet:
! c~ ~ n~ce of ~fiCi~ in~) ~ admiu~ ~uimd by R~e 5.6(a) of ~e,~h~s' C~ Rul~ was
,¢~ On or ma~.ed to the following benefici~es of the above-cap~oned es~te o~ ~.~CI ~' ~ ; a~ :
Nime
Notice has now been given to all. persons entitled thereto under Rule 5,6(a) e:tcc
~5'7
Capacity: __ Personal R~esen~tive
,.,Counsel i:dr ~tsoaal representative
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
NO.
REV-1162 EX(11-96)
CD 001346
JULIE A BURNER
6225 CHARING CROSS
MECHANICSBURG, PA
17050
........ fold
ESTATE INFORMATION: SSN: 209-22-1377
FILE NUMBER: 2102-0339
DECEDENT NAME: WILLIAMS WILLIAM T
DATE OF PAYMENT: 06/28/2002
POSTMARK DATE: 06/27/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 03/27/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $18,955.58
TOTAL AMOUNT PAID:
$18,955.58
REMARKS: JULIEA BURNER
SEAL
CHECK#II2
INITIALS: CW
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
REV-I~00 ?; (6-00} I
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
Z
UJ
(..1
W
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
DATE OF DEATH ~M~.~D-/E~) r,~.') DATE OF BIRTH (MM-DD-YEAR)
(IF APPLIOABLE) SURVIVING SPOUSB8 NAME (LAST, FIRST, AND MIDDLE INITIAL)
']~1. Original Return [] 2. Supplemental Return
[] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after 12-12-82)
,~6. Decedent Died Testate (Attach copy of Will) [] 7. Decedent Maintained a Living Trust (Attach copy of Trust)
[] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between 12-31-91 and %1-95)
FIRM NAME (IfApplicable)
TELEPHONE NUMBER
q iq- Lc-' $o3'8
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
[~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13.
OFFICIAL USE ONLY
/ 7 - ...4-'-/~ y/
FILE NUMBER
gj-o o o &'__3 fl
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
aOX-9,9.- I'$qfl
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIALSECURITYNUMBER
] 3. Remainder Return (date of death prier to 12-13-82)
J---J 5, Federal Estate Tax Return Required
O 8. Total Number of Safe Beposit Boxes
j---11. Election to tax under Sec. 9113(A) (Attach Sch O)
COMPLETE MAILING ABBRESS
lq, ?0 Lc ,,
(8)
(10)
14.
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
(11) / ~?0' ~ 0
(12)
(13)
(14)
x .0_ (15)
x .0_ (16)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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
x .12 (17)
133j ¢~'~1 ' ~OD x.15 (18)
(19)
19. Tax Due
20. []
r m'l'tltrlI1~1'
Decedent's Complete Address:
STREETADDRESS
CITY
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Interest/Penalty if applicable
D. Interest
E. Penalty
(1)
Total Credits ( A + B + C ) (2)
z,. IqoSo
Total Interest/Penalty ( D + E )
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(3)
(4)
(5)
A. Enter the interest on the tax due.
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the properly transferred; .......................................................................................... [] ~
b. retain the right to designate who shall use the properly transferred or its income; ............................................ []
c. retain a reversionary interest; or .......................................................................................................................... []
d. receive the promise for life of either payments, benefits or care? ...................................................................... []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death .~,
without receiving adequate consideration? .............................................................................................................. []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which ~
contains a beneficiary designation? ........................................................................................................................ []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
ADDRESS/t . _ , ~ c,,
SIGNATURE OF PREPARER OTHER THAN'REPRESENTATIVE
DATE
ADDRESS
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Z~/,,',:.~- /A,~ ~ i,u/~" z. /,,~,~.~
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
F'LE NUMBER ~ ~ __ ~ ~ __ ~ r~ ~
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
I
TOTAL (Also enter on line 2, Recapitulation)
(ff more space is ne~, inserl additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS,& MISC.
PERSONAL PROPERTY
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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
.' P,~V-~EX+('~-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
FILE NUMBER
SCHEDULE F
JOINTLY-OWNED PROPERTY
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENTS INTERES'
TOTAL (Also enter on line 6, Recapitulation) ' '31 ~fl' a i
(If more space is needed, insert additional sheets of the same size)
REV-15i1 EX+ (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
FUNERAL EXPENSES:
5.
6.
7.
ADMINISTRATIVE COSTS:
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:
Attorney Fees
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
Accountant's Fees
Tax Return Preparer's Fees
TOTAL (Also enter on line 9, Recapitulation) $ 5 ~1~'~, I 5
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX * (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT OECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
FILE NUMBER
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
'~EV45~3 EX+ ¢'-;71 ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
NUMBER
II.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
AMOUNT ORSHARE
OF ESTATE
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)
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
COHH~NREALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 28D601
HARRISBURG) PA 17128-0601
REV-ledS EX AFP (09-00)
ZNFORHATZON NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21 02-0539
ACN 02129311
DATE 06-21-2002
JULZE BURNER
6225 CHARING CROSS
MECHANZCSBURG PA 17050
TYPE OF ACCOUNT
EST. OF WILLIAM T WILLIAMS I-"]SAV'rN6S
S.S. NO. 209-22-13'577 [] CHECKI'NG
DATE OF DEATH 03-27-2002 [] TRUST
COUNTY CUMBERLAND [] CERTTF.
REMIT PAYHENT AND FORHS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NAYPOINT BANK has provided the Department aith the information listed beloe ehich has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you mere a joint eerier/beneficiary of
this account. If you faa1 this information is incorrect, please obtain erittan correction from the financial institution, attach a copy
to this fora and return it to the above address. This account is taxable in accordance eith the Inheritance Tax Laws of the CoeeonHealth
of Pennsylvania. Questions aav be answered by calling (?l?) 787-8327.
COMPLETE PART 1 BELOW # x x SEE REVERSE SZDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1800030710 Date 0q-20-1999
EstablAshed
Account Balance 6,372.50
Percent Taxable X 50.000
Amount Sub~ect to Tax 3,186.25
Tax Rate X .15
Potent/a! Tax Due q77.9~
To insure proper credit to your account, tho
(Z) copies of this notice must accompany your
payment to the Register of #ills. Hake check
payable to: "Register of Rills) Agent".
NOTE: If tax payments are made within three
(3) months of the decedent's date of death,
you may deduct a 5X discount of the tax due.
Any inheritance tax due Hill becaae delinquent
nine [9) months after the date of death.
PART TAXPAYER RESPONSE
CHECK
ONE
BLOCK
ONLY
PART
TAX
LINE
A. ~ The above information and tax due is correct.
1. You may choose to remit payment to the Register of #ills with two copies of this notice to obtain
a discount or avoid interest, or you may check box "A" and return this notice to the Register of
Rills and an official assessment Hill be issued by the PA Department of Revenue.
B. The above asset has been or Hill be reported and tax paid with the Pennsylvania Inheritance Tax return
~to be filed by the decedent's representative.
C. []The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART []and/or PART []below.
Zf yOU indAcate a dAffmrent tax rate, please state your
relatAonshAp to decedent:
RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
1. Date ~sta~Ztshed i
2. Account Balance 2
3. Percent Taxable 3 ~
~. Amount SubSact to Tax ~
5. Debts and Deductions E -
6. Amount Taxable 6
7. Tax Rate 7 ~
8. Tax Due ~
PART
DATE PAID
DEBTS AND DEDUCTIONS CLATMED
PAYEE DESCRIPTION AMOUNT PAID
TOTAL (Enter on LAne 5 of Tax ComputatAon) $
Under penalties of perSury, T declare that the facts I have reported above are true, correct and
to th. of ,y ,,d
TAXPAYER SIGNATURE TELEPHONE NUHBER DATE-
William Williams OR
Julie A. Burner
Lot 15
6331 Brandy Ln
Mechanicsburg, PA 17055
Advanta Corporation CUSTOMER COPY
William Williams OR 19345 05-02-2002 3500558691 closed per phone re¢
Closeout Withdrawal - 3500558691 closed per phone request
3500558691 Five and *******************************************************
NON-NEGOTIABLE
PATENT NO. 4227720 AND 4310180
Register of Wills of CUMBERLAND County, Pennsylvania
Certificate of Grant of Letters
WHEREAS, on the 3rd
dated October 6th 1998
No. 2002-00339 PA No. 21-02-0339
ESTATE OF WILLIAMS WILLIAM T
( ]-J~'l', ~'/t~'1', ~lL)13b~ )
Late of HAMPDEN TOWNSHIP
Deceased
Social Security No. 209-22-1377
day of April
2002 an instrument
was admitted to probate as the last will of WILLIAMS WILLIAM T
late of HAMPDEN TOWNSHIP , CUMBERLAND County, who died on the
27th day of March 2002 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, MARY C. LEWIS , Register of Wills in and for
the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify
that I have this day granted Letters TESTAMENTARY
to BURNER JULIE HINDERLITER
who has duly qualified as Executor(rix)
and has agreed to administer the estate according to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my Office the 3rd day of April 2002.
**NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
LAST WILL AND TESTAMENT
OF
WILLIAM T. WILLIAMS
21-02-339
L WILLIAM T. WILLIAMS, of Enola, Cumberland Pennsylvania, do make,
publish and declare this to be my Last Will and Testament, hereby revoking all Wills and
Codicils by me at any time made.
ITEM I: I direct that all inheritance and estate taxes becoming due by reason
of my death, whether such taxes may be payable by my estate or by any recipient of any
property, shall be paid by the Executrix out of the property passing under ITEM 111 of this
Will, as an expense and cost of administration of my estate. The Executrix shall have no
duty or obligation to obtain reimbursement for any such tax so paid, even though on
proceeds of insurance or other property not passing under this Will.
ITEM II: I direct the Executrix to pay my just debts and the expenses of my last
illness and funeral expenses from the property passing under this Will as an expense and
cost of administration of my estate.
~ All the rest, residue and remainder of my estate shall be paid to my
friend JULIE (HINDERLITER) BURNER. In the event my friend predeceases me or, in
the event she does not survive me by thirty (309 days, I devise and bequeath all of my estate
in Trust to Julie 's issue, Benjamin $. Burner and Collin M. Burner, in equal shares. In the
event any beneficiary is a minor at the time of receipt of his bequest, I direct that the
proceeds shall be held in Trust for the benefit of the beneficiary until the child reaches the
age of 21. Until such time as the child attains the specified age, the net income and so much of the
principal as Trustee, in his sole discretion, deems necessary, shall be used for the health,
maintenance, support and/or higher education for the benefit of the respective children. The monies
shall be held and administered by the child's legal guardian as Trustee.
ITEM IV: In the settlement of my estate, my Executrix shall possess, among others,
the following powers:
(a) To retain any investments I may have at my death, as long as the
Executrix may deem it advisable to my estate to do so;
(b) To sell either at private or public sale and upon such terms and
conditions as the Executrix may deem advantageous to the estate, any or all real or personal
property or interest therein owned by the estate;
2 ,4`,.70./.
(c) To pay all costs, taxes, expenses and charges in connection with the
administration of my estate;
(d) To compromise controversies; and
(e) To do all other acts in the Executrix's judgment deemed necessary or
desirable for the proper and advantageous management, investment and distribution of the
estate.
ITEM V: Anyperson who shall have died at the same time as I shah have, or in
a common disaster with me, or under circumstance that the order of deaths cannot be
established by proof, or within thirty (30) days of my death, shall be deemed to have
predeceased me.
~ I appoint my friend, JULIE (HINDERLITER) BURNER, to be the
Executrix of my Estate. In the event Julie cannot act or refuses to act as Executrix for any
reason, I nominate, constitute and appoint her husband, SCOT I. BURNER, as alternate
Executor. Any Executrix(or) is specifically relieved from the duty or obligation of filing any
bond or other security.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last
Will and Testament, consisting of this and the preceding two (2) pages, at the end of each
page of which I have also set my initials for greater security and better identification this
WILLIAM T. WILLIAMS
We, the undersigned, hereby certify that the foregoing Will was signed, sealed,
published and declared by tlm above-named Testator as and for his Last Will and Testament,
in the presence of each other, have hereunto set our hands and seals the day and year first
above written, andwe certify that at the time of the execution thereof the said Testator was
of sound mind and memory.
Lisa Wasserloos
Residing at:
325 Third Street
New Cumberland, PA 17070
[ffichael T. Step'ns~ -
Residing at:
401C Radcliffe Drive
Harrisburg, PA 17109
4 Gl/.7'rl~'
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA :
:SS.
COUNTY OF CUMBERLAND :
I, WILLIAM T. WILLIAMS, Testator, whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby acknowledge
that I signed and executed the instrument as my Last Will and Testament; that I signed it
willingly, and that I signed it as my free and voluntary act for the purposes therein
expressed
WILLIAM T. WILLIAMS
Sworn land subscribed
bef o rjf
My Commission Expires:
COMMONWEALTH OF PENNSYLVANIA :
:SS.
COUNTY OF CUMBERLAND :
}Ve, Lisa Igasserloos, and Michael T. Stephens, the witnesses whose names are
signed to the attached or foregoing instrument, being duly qualified according to law, do
depose and say that we were present and saw Testator, V~ILLIAM T. VtZlLLIAMS, sign and
execute the instrument as his Last V~rill and Testament; that Testator signed willingly and he
executed said }Vill 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 }ViH as witnesses; and that to the
best of our knowledge the Testator was at that time eighteen (18} or more years of age, of
sound mind and under no constraint or undue influence.
Lisa }Vasserloos
S~orn to and subscribed
befoI~e~t~'s ~:~day
of
My Commission Expires:
Michael T. S-[eph~ns
BUREAU OF INDIVIDUAL TAXES
TNHERTTANCE TAX DIV/STON
DEPT. 280601
HARRTSDURG, PA 17128-0601
COHHONWEALTH OF PENNSYLVANIA
BEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
RE¥-1547 EX AFP (01-0~)
JULIE A BURNER
6225 CHARING CROSS
HECHANICSBURG
PA 17050~
BATE 08-1Z-ZOOZ
ESTATE OF WILLIAHS
BATE OF DEATH 03-27-2002
FILE NUHBER 21 02-0339
.!:/C~UNTY CUHBERLAND
ACN 101
Aaoun"~ RaaA't'lced
WILLIAH T
HAKE CHECK PAYABLE AND REH'rT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG TH'rS LINE ~ RETA'rN LOWER PORTION FOR YOUR RECORDS ~,~
REV-1547 EX AFP (01-02) NOTXCE OF XNHERZTANCE TAX APPRAZSEHENT, ALLOWANCE OR B'rSALLOWANCE OF DEBUCT'rONS AND ASSESSHENT OF TAX
ESTATE OF WILLIAMS WILLTAH T F'rLE NO. 21 02-0339 ACN 101 BATE 08-12-2002
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. S~ocks and Bonds (Schedule B) (2)
$. Closely Held S~ock/Par*nership In,eras* (Schedule C) ($)
fi. Hor~gagas/No~es Receivable (Schedule D) (~)
5. Cash/Bank Daposi~s/HAsc. Personal Propar~y (Schedule E) (S)
6. Jointly Owned Propar~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assa~s
APPROVED DEDUCTIONS AND EXEHPTZONS:
9. Funeral Expanses/Ada. Cos~s/NAsc. Expenses (Schedule H) (9)
10. Dab*s/Nor~gaga LAabAli~ies/LAens (Schedule Z) (10)
11. To,al Deductions
12. Ne~ Value of Tax Re~urn
116t906.55
O0
1~806.83
3/189.21
O0
O0 NOTE: To insure proper
credA~ to your account,
subaA* the upper portion
O0 of *his fora wi(h your
*ax payaen(.
(8)
53q.15
15.
lq.
NOTE:
1,3~6.81
(11)
(12)
CharA~abla/govarnean~al Bequests; Non-alac*ed 9115 Trusts (Schedule J) (15)
Ne~ Value of Es~a~a Subjec~ ~o Tax (lq)
Tf an assesseent was issued previously, lines 14, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to date.
(la) .00 x O0 =
(16) .00 x 045=
(17) . O0 x 12 =
(18) 133,021.60 x 15 =
(19)=
AMOUNT PAID
ASSESSHENT OF TAX:
15. Amour* of Line 1~ a~ Spousal rata
16. Amoun* of Line 1~ taxable a~ Lineal/Class A ra~e
17. Aeoun~ of LAne 1~ a~ SAblAng ra~a
18. Aaoun~ of LAne 1~ ~axabla a* Collateral/Class B ra~e
19. Principal Tax Due
TAX CREBXTS:
PAYMFNT REC~/PT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID
PAYHENT HUST BE HADE BY 12-27-2002~.
IF PAZD AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDZTIONAL INTEREST.
154,902.59
1.880
133,021.60
.00
133,021.60
18 and 19 will
.00
.00
.00
19,955.24
19,955.24
TOTAL TAX CREDIT
BALANCE OF TAX BUE
ZNTEREST ANB PEN.
TOTAL BUE
.00
19,953.24
.00
19,953.24
( IF TOTAL DUE ZS LESS THAN $1, NO PAYMENT IS RE~UZRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~ YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
BUREAU OF TNDTVTDUAL TAXES
TNHERZTANCE TAX DTVTSTON
DEPT. 280601
HARRTSBURG, PA 17128-06D!
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
ZNHERZTANCE TAX
STATEMENT OF ACCOUNT
REV-ZG07 EX AFP (01-02)
JULZE A BURNER
6225 CHARING CROSS
MECHANICSBURG PA 1705~,..
DATE 08-12-2002
ESTATE OF WILLIAMS WILLIAM
DATE OF DEATH 05-27-2002
FILE NUMBER 21 02-0559
~' *;OUNTY CUMBERLAND
ACM 101
Amoun~ R~mi~d
HAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To insur`~ pr`op~r` cr`edi~ ~:o your' account, submA~ ~he upper` por-~/on of ~:his for`m wASh your` ~ax paymen4:.
CUT ALONG THIS LINE ~ RETAZN LOITER PORT/ON FOR YOUR RECORDS -.~
REV-1607 EX AFP (01-0:~) ### ZNHERITANCE TAX STATEMENT OF ACCOUNT ##M
ESTATE OF WILLIAMS WILLZAM T FILE NO. 21 02-0559 ACN 101 DATE 08-12-2002
THTS STATEHENT TS PROVTDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACM TN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE pR'rNc'rpAL TAX DUE, APPLICATTON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLTCABLE,
A PROJECTED 'rNTEREST FTGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-12-2002
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYMENTS (TAX CREDITS):
19,955.24
PAYMENT RECEIPT DISCOUNT ¢+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
06-27-2002 CD001546 997.66 18,955.58
ZF PAID AFTER TH/S DATE, SEE REVERSE
S/DE FOR CALCULAT/ON OF ADD/T/ONAL /NTEREST.
/F TOTAL DUE ZS LESS THAN $1,
NO PAYMENT IS REQUIRED.
/F TOTAL DUE ZS REFLECTED AS A "CRED/T" (CR),
TOTAL TAX CREDIT
19,955.24
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
YOU HAY BE DUE A REFUND. SEE REVERSE SZDE OF THIS FORH FOR ZNSTRUCTZONS. )
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240 - 6345
Date: 2/02/2005
BURNER JULIE HINDERLITER
6225 CHARING CROSS
MECHANICSBURG, PA 17050
RE: Estate of WILLIAMS WILLIAM T
File Number: 2002-00339
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: 3/27/2005
Your prompt attention to this matter will be appreciated.
Thank You.
r~J~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
~
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
'A/'l" .-!"" \,,/11
Name of Decedent: \~\J \ \ \(}.n'\ \ ' \1\1 i \ CUllS
Dale ofDeath: M 0 .
Estate No.: Q l- 0 -a... '3 '3 9
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
. Yes 1ll No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No ~
b. The separate Orphans' C~urt No. (if any) for the personal representative's
account is: tv t1L-
c. Did the personal representative state an account informally to the parties in
interest? Yes 0 No Iil
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date: ~11 (05
C(\
(,~)
~ ~. tSUVlIl'WV
Signature
JuJlL A. ~urn~r
Name
"""..
Capacity:
Ctr u GiOSS
Address M'2.c:htAIo, L. b\)A"~) PA \1050
jjj- 10CD - 303a
Telephone No.
riJ Personal Representative 0
o Counsel for personal representative , o',,;{
)