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HomeMy WebLinkAbout01-0217 PETITION FOR PROBATE and GRANT OF LETTERS Estate of ~ETrJE C. !3E/j/vl No. ~I- 0 1- ~I 'J also known as To: Register of Wills for th~ , Deceased. County of Cu n. .tS-",,/~ ,veL in the Social Security No. / B/ - 0.3 - 9 89 B 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 execut /-< ( X in the last will of the above decedent, dated r ,EB/2-<-1-'1A!.-( 2-0 and codicil(s) dated /V/4 named , 19---2...L (state relevant circnmstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in CL< /?76c-/CL-~N /./ County, Pennsylvania, with h -R...-- last family or principal residence at rO/2.cSr /::>-1.e.K A/vn..s-//vl CG>"V77:::~ -:;'00 ?"rqLA.lUr- /3c?~~ ~. C/fl/Z..L/.>Le-,,,o-'9 / 1--01 ~ / (list street, number and muncipality) ;? ::!.- .-.. ~ 2001 Decendent, then '7 year~ of age, died r e --:-3 ~LP7 /2.7 '....:/ , ~ , at ron-G6'- .;P/l.e..<- '/v(/~"""..vc CG;vr-e-e../ c /9~L-.' s- L L'7, ?q "7-6-/ ,3 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: A/v/V'A- 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>-o-_O"OI $ $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters ;zLs~/77.<!!.-,..uL/J/L'7 (testamentary; administration c.La.; administration d.b.n.c.La.) theron. ~ '" ~ l~ I~)M;~ /f. ~~dr <L> .... oq~ -g.g t'jO.;j ~<L> ~o.. <L>'- 30 01 c: 00 iJ3 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA J ss COUNTY OF Lt-t/??/3c:'n-L?'-/YO J 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. Swom to 0' am'med="nd subscribed { befor~ this ~I . day of 'nh~(!.~~~~ eglster /1., ~d.J3- J ~-b ~ ~ .fP1V /rvl'i- VJ V//2c//Y//) /2, /Z-P'Ve~-?/Lr- ~. l::l ~ ~ ~ 21-01-217 No. Estate of LL-=7T'/L3 c. 8E/j/?} , Deceased DECREE OF PROBATE AND GRANT OF LETTERS FEBRUARY 23 ~x 2001 AND NOW f9"~, 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 FEBRUARY 20, 1997 described therein be admitted to probate and filed of record as the last will of L Ell' / ~ c; /5 C? /lq and Letters 7~5'r/'J. /?7L;NTPJ/Z."] are hereby granted to y/,e C./ N/ /r /<, ,k!./ :-.<?-h'/}-~ ~(;, ~O.LJ~ ~. (Z'Ll. ~/J?~ ~ Register of Wills FEES Probate, Letters, Etc. ......... $ Short Certificates( 3) . . . . . . . . .. $ ~ ~~.'r:~.. ?~g~.S.. $ JCP $ 'l.00 TOTAL _ $ 38.00 Filed . !~.~~~~~ . ??'. . ?~.o.~ . . . . . . . . . . . . . 18.00 9.00 6.00 k,X~~ 5", Or;,/.//eLS J /Ir"-. 27- "1-3S- ATTORNEY (Sup. Ct. 1.0. No.) 0- ffL- .0, /~ j' ':i sr. / S ~ _;2..e; ~~ C/9/Z,LI>~ ADDRESS /:>/7 /rc/3 '7-/}- -:2 "7' .s -:3 f:k '3 ) PHONE CALLED ATTORNEY FEBRUARY 26, 2001 .-- >. '...~ C) 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. No. ~~J Fee for this certificate, $2.00 p 7031852 FEB 062001 Date H105.143 ROY. '2181 COMMONWEALTH OF PENNSYLVANlAo DEPARTMENT OF HEALTHoVlTAL RECORDS CERTIFICATE OF DEATH."'" ,..... . .. . COUNTY OF DEATH 92.yo>. 5 2001 NAME OF D1E~...... u.) 1. Lettie C. Beam AGE(Ull1Irttldar) lJNJ!R 1 YEAR - !lop LINDB' , DAY ...... - -lQIy.... ....I'otIfgn~ Latimore Twp. ~D ~ ... Cumberland OECEOEH'T"S oceuPATION (GIve ldnd of wort ....... mall of.........i _1IOt_ __,) 1t.Laborer 1toRetai1 D1ECEoENT"Il UAIUNG ADORESS (SttMt. CI1fTown."', ZIp Codlt) ~"""I*k. WtllItI. etc. - '1. White IUIM\IlNG SPOUSe /11-....-- 428 South Baltimore Street 11. Di11sburg, PA 17019 FATlER'SfWIlIE(Anil........LatQ 11. Jacob Haar NORtMHTS NAME tT~ OkMrs. Vir inia R. Rinehart . METHODOf'D~ ~ D R___ D 00natiQl\ 0thrIf~ . II. SIGNA Food DI!C!IlO!Hl'I ACTUIoI. ~-=- ..-- 11.....,. PA llOl - ...... - .r..1XJ ::":-.;;:;.,:=,,, Dillsburg IIOT.-s_____ If. Rebecca Raffensber er ~___~_ZIpCoda) ~428 S. Baltimore Street, Dillsbur , PA 17019 ~~_._",,,-.-. LOCATION..,.,..,._......ZIpCoda ....Oak ""'. t7lt.c-or York _. o 0.\11: OP 0I8P0afTJ0H _. DlI1. y.., OR PERSON ACTINQ AI SUCH ;)/6 () I ...IX] 'MT I: aMI'..................... III dMDl. btA .......... In........,.,......... Il'l PART I. l: d. WERE AUTOPSY .- AYAII.AkE. PRIOR TO ~0f'CAU8E Of'Dl!ATH? ])e-~J1-/1(A. , Ilrhr/(l~t:.k,..."s..,.., {lrr~ ..pewt DUE TO (OR AS A CONIEat.EHCE Of): Of'_TH T1IIl! Of' IfoWRY \HJURY AT'f<<)AK? DUCRIR HOW' ~ OCCURReD. - 1XI o o - - -- y-o ...0 y-D ...1XI y..D ...IXI - c..ed_"'~ - - CERllFIER{~ only....) ;==~Ja.."'='~=':..~~..:.~-~~~~~~:::~- IXI "I'RONClUN(:jHANDCEIl7l<YlNGPHYSIClAN (~bolIl~_OlIlIcor1lI\'InvlD_of_1 ....' To..._of,.,,-..__..Iho......._-_--IO....-.(.'---- _ _ _ _ _ _ __ ~ex::::..":::~"'I~....ln,."opI/IklII,__....._. _.___dllOIO...caJM("_ . --- - - - - . .. - - - - . - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - D ... ... 21-01-217 I, LETTIE C. BEAM, widow, of Carroll Township, York County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. I. I devise and bequeath all of my estate of every nature and wherever situate to my daughter, VIRGINIA R. RINEHART, providing she shall survive me by thirty days. II. Should my daughter, Virginia R. Rinehart, predecease me or die on or before the thirtieth day following my death, I devise and bequeath all of my estate of every nature and wherever situate to her issue per stirpes living on the thirty- first day following my death. III. I appoint THE FINANCIAL TRUST SERVICES COMPANY of Carlisle, Pennsylvania, or its successor in business, guardian of any property which passes either under this will or otherwise to a minor and with respect to whom I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this appointment of a guardian shall not supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education ) r (, "'\-' _.( "'.' I r'b t"o o r .-':i \~ ~ I r; , >I' ~ ) \ 21-01-217 c)c/ ) ~ ;--4,r/ J REGISTER OF WILLS OF 71 , COUNTY OATH OF SUBSCRIBING WITNESS N/ '//"';,., S-; Z)Jr/Y/ELS I rk< .~ . . ~/ ~ - - ,,>:;2..., ~ "G. ./ /V/.... T /. ' ~ "''I /j,.r, 'c:.. Lf , codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that ~ k ., .?v~ ?'.-<- present and saw .LL.~<:' c-, de/? /71 the testat ~ n../{ sign the same and that -/-~ ( signed as a witness at the request of testat d / X in he r- presence and (in the presence of each other) (in t esence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this 02/ AL day of (Name) J:>,q ?V/C..:::::L) ~. ~I /"'""" 0J'~s T=U~ ~ '-rncu . . a () - . ))O{.l!l} C .4n.,ONL r>, (Address) f'/# /1- 5 2 Y RegIster. . v/~ G" /0,,//7-- /1tN/C"L~ me) o ..l.. 1-->" ?'-= "'-,/'N / 2cL C/1/2-/j./-J....Lrf (Address) //;4. t' 7- .5 Z-lr REGISTER OF WILLS OF ~v.-y>~4r/'- COUNTY OATH OF NON-SUBSCRIBING WITNESS C //./"VLi..e-f E, /2/rvc /:/'7/Lr (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that ~ /S' familiar with the signature of .L..c-/?'/z L.. PE/9~ -€ed~~il will testat~.x of (one of the subscribing witnesses to) the that ~ presented herewith and codicil believes the signature on the will is in the handwriting of L'dc...... C, b en /Y} to the best of ,.{ 1 j knowledge and belief. /7 Sworn to or affirmed and subscribed before t{d~ ~ r!)~J? at ,..../.,aJ- (' 1'1~5 E /Z.//ve".(-?.r-r- me thIs 0<.. day of (Name) , J~ _ ~~ 42k ,.5'1 84L?'c- Sr. ~(I. ~J./JPpu.fJil. /j)f...iA-;-iu..g~J.b $///>"O(./r') (Address) /;/a /?-o- /9 o Register (Name) (Address) c CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Date of Death: B~/?J. ~~.. C, , f r--#/V/fn; :r/ ~O/ Name of Decedent: Will No. Admin. No. /e'CJ/ - 0;2-/ r 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 '7 ~ / :3 -Q / : Name Address V//U/H/A1./2. /2^.~~~r ~2-t- S; 8/1()'7~~ ~ a/'k~'?r ;?/}- 17-0/7 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except ~.."\/< Date: 9-/3-0/ ~L2--,,~ Signature ?<< S. e:!J/7/'/7 L~-d' Name Address / ~. #J L S?: ..>% .#5- / (]...~.c-/~4 /~ ~<#/3 , Telephone 71/1 ~;l ~ :7r?'3/ Capacity: _ Personal Representative ~for personal representative / ../. / JRD/lun030, 1992/17858 ~ In Re: Estate of Lettie C. Beam Late of South Middleton Twp. JUl 0 3 2001 ORPHANS' COURT DIVISION ~ COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Estate No.: 21-01-217 NO. NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT ORPHANS' COURT RULE Personal Representative: Virginia R. Rinehart Counsel for Personal Representative: William S. Daniels Esq Date of Grant of Original Letters: February 23, 2001 Date of Delinquency Notice: June 2, 2001 The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its certification required by Rule 5 .6( e), Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court Orphans' Court Rules, was given by the Register of Wills on May 29,2001, and that the ten (10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e) the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: July 3, 2001 ~. Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled fo~kLu (~G~.J/at (} /' 30 In Courtroom No.3. If the Certification of Notice is filed prior to the hearing date, the hearing will automatically be cancelled. -,~ _ Complete Items 1, 2, and 3. Also complete Il item 4 if Restricted Delivery is desired. r _ Print your name and address on the reverse so that we can return the card to you. _ Attach this card to the back of the mail piece, or on the front if space pennits. 1. Article Addressed to: I. C C ~,l\\aL~ ~ .~~\Ll~ \ We.. s.lc \\ ,'\ h st. C4.(""\\~\.e. ~f\ ..\..-t~t~ c c - c c c C l" . Is different from item 1? If YES. enter delivery address below: 3. Service Type ~ified Mail 0 Express Mail o Registered 0 Return Receipt for Merchandise o Insured Mail 0 C.O.D. 4. Restricted Delivery? (Extra Fee) 0 Yes 2. Article Number (Copy from service label) 1000..: 0C0(:)0 c::o 0> SO l S q Lf '1 \ ;\~ PS Fonn 3811, July 1"999 Domestic Return Receipt 102595-99-M- 1789 412/"3- / COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRIS8URG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX W S DANIELS HUMER & DANIELS 1 W HIGH ST STE CARLISLE 'UJ DATE ESTATE OF DATE OF DEATH FILE NUMBER ~9l!~J?f ACN 09-01-2003 BEAM 02-05-2001 21 01-0217 CUMBERLAND 101 -9 '* REV-15~7 EX AFP 101-05) LETTIE C Allount Rellitted 205 PA 17013 \ J~ MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV =i5'4-j-E3f-AFi'--CoY:03Y-NcfficE--oF-YNHERITANcE-7fA'x-jrPPRjrisEMENT~--AL1-owAi'-cE-oR-------------- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BEAM LETTIE C FILE NO. 21 01-0217 ACN 101 DATE 09-01-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. AlIOunt of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 52,187.49 X 045 = 2,348.44 .00 X 12 = .00 .00 X 15 = .00 (19)= 2,348.44 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) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 908.30 .00 .00 30,373.94 30.473.42 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 7,937.35 1.630.82 (11) (12) (13) (14) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 61,755.66 9.568 17 52,187.49 .00 52,187.49 {+} AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-23-2003 CD002832 238.70- 2,745.09 TOTAL TAX CREDIT 2,506.39 BALANCE OF TAX DUE 157.95CR INTEREST AND PEN. .00 TOTAL DUE 157.95CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTrON~_l COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT DANIELS WilLIAM S ESQUIRE 1 W HIGH STREET CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: SSN: 181-03-9898 FILE NUMBER: 2101-0217 DECEDENT NAME: BEAM lETTIE C DATE OF PAYMENT: 07/23/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 02/05/2001 NO. CD 002832 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $2,745.09 I I I I I I I I TOTAL AMOUNT PAID: $2,745.09 REMARKS: WilLIAM S DANIELS ESQUIRE CHECK# 1433 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS DONNA M. OTTO DEPUTY REGISTER OF WillS .<tv-TSOOEX l&..:lOi \~'d()i- \ % REV-1500 ;;r w ... lI::S:u:l U .,,< W"U :rOO U"'..J ..'" .. " COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 I- Z W C w U w C INHERITANCE TAX RETURN RESIDENT DECEDENT c, OATE OF DE~ (MM-DD-YEAR) DATE ~TH (MM-DD-YEAR) ~.P. ~ ~/ I- Co,..L )908 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST, AND MIDDLE INITIAL) ~1.0riginaIReturn o 4. Limited Estate ~ O. Decedent Died Testate {A~ach ropy of Will) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a, Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (AllachropyolTrusl) o 1Q. Spousal POl/erty Credit \daleol dea\t1 between 12.31.91 and 1-1.95J OFFICIAL USE ONLY F.Jl.,E NUMBER 6L- O.L COUNTY CODE YEAR Cl () ~/?- NUMBER SOCIAL SECURITY NUMBER 18/ - 03 98'78 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return \ClI\il c~ ooalh pTior \0 1HJ~2) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Altacl1 Sctl OJ ... z w o z o .. Ul W '" '" o U Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3 Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointl)' Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) z o ~ ::J l- ii: <( u w 0:: g, Funeral Expenses & Administrative Costs (Schedule H) 10. Debts 01 Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Urles 9 & 10} COMPLETEMAllINGADDRESS........c>.:t.l1/1 - ../.. W, 4(("# ~... J ~/.I, -~ ~rz.L/.r;-(.6 ( f/?/f I TO I 3 (1) (2) (3) (4) (5) 9r:;B, ~o ~)3 +- 3. '9 t..I "10, J./ r~f Lf 2- J (6) (7) (9) (10) (8) 7- J 9 "3 1. 3S / f .~ .1(7, 8 2- . OFFICIAL USE ONLY ',', ~ I 71SS, ~ (. . , (11) (12) (13) 9 I S-C 8 J / ?- Y 2,/ i8 7'. -7' '1 12, Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedwe J) 14, Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ I-' ::J Q. ~ o u g 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 Une 14 taxable at collateral rate 19. Tax Due 20.0 ..5":</18'1.4'3 x.O_ (15) x .01J5(16) (14) 5~ IB't-. '-19 J , x .12 (17) x .15 (18) CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~I 3> ~e, ~"j (19) ;z, J J> '18, '1'1 . Decedent's Complete Address: STREET ADDRESS ;( e S.. ()/tI't..6 r. CiTY t(~~ STATE Tax Payments and Credits: 1. Tax Due (Page 1 Une19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) :2., ~ ~8, 44 Total Credits ( A + 8 + C ) (2) 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenaity ( D + E ) (3) 4. if Une 2 is greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) ~ I '3~8.1,I1,J 3 tt"f-tOS- A, -rf.s;:- c1J 'Y' , 5. ~ Une 1 + Une 31s greater than Une 2, enter the difference. This is the TAX DUE. (5) (5A) A. Enter the interest on the tax due. 8. Enter the total 01 Une 5 + 5A. This Is the BALANCE DUE. (58) 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 property transferred;.... ........ ......... .......... .................. ... ............. ..... ... 0 .fl b. retain the right to designate who shall use the property transferred or its income; ...... 0 .~ c. retain a reversionary interest Of... ......, 0 ~ d. receive the promise for life of either payments, benefits or care? ................ ...................... ................. 0 ~ 2. If death occurred after December 12, 1982, d"d decedent transfer property within one year of death without receiving adequate consideration? ....... ....... ......,... .., 0 ~ 3. Did decedent own an -in trust for. or payable upon death bank account or security at his or her death?", ........... 0 ~ 4, Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . .......... ............. ............................. 0 [:?51 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 pe~ury, I declare that I have examined this retum, including accompanying schedules. and s.tatemel\ts, aM to the besl of my knowledge amI oolief, '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. DATE ADDRES:..L -03 OIi9/Z'I$'(..t!5", ~~ /::ro/~3 :;2 ~E ~, A//f:' ,y ..s-'r: ,...s:n...;4P ~ , , For dales at 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 PS 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rale imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)). The statute does not exemot 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 PS. 99116(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 PS. s9116(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. 99116(a)(1.3)1. 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. ~--~ I, LETTIE C. BEAM, widow, of Carroll Township, York County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. I. I devise and bequeath all of my estate of every nature and wherever situate to my daughter, VIRGINIA R. RINEHART, providing she shall survive me by thirty days. II. Should my daughter, Virginia R. Rinehart, predecease me or die on or before the thirtieth day following my death, I devise and bequeath all of my estate of every nature and wherever situate to her issue per stirpes living on the thirty- first day following my death. III. I appoint THE FINANCIAL TRUST SERVICES COMPANY of Carlisle, Pennsylvania, or its successor in business, guardian of any property which passes either under this will or otherwise to a minor and with respect to whom I am authorized to appoint a guardian and have not otherwise s~ecificallY done so, provided ! t e ( '- that this appointment of a guardian shall not supersede the right .~ ~ , of any fiduciary in its discretion to distribute a share where " '-- possible to the minor or to another for the minor's benefit. income from time to time for the minor's support and education ( i- K Such guardia~ shall have the power to use principal as well as , ~ ) '",h' j.:, ',:.;r, I. I . - . ~ ." ~' , > ~ . " :.'t '>, 7 \ ;', ,.} '; ~ .r ~",'; '" ]~~._ cwu0.~~on, both graduate and u~dergraduate) '~\ \. c ;./ ~. without regard to his or her parent's ability to provide for such support and education, or to make payment for these purposes, without further responsibility, to the minor or to the minor's parent or to any person taking care of the minor. IV. I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever I jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. V. I appoint my daughter, VIRGINIA R. RINEHART, executrix of this my last will. Should my daughter fail to qualify or cease to act as executrix, .I appoint my granddaughter, DEBRA ANN STARNER, executrix of this my last will. VI. I direct that my executrix and guardian shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNES~ WHEREOF, I have hereunto set my hand this "1/( c?8 - day of February, 1997: --~{ . rc!.r:.. C. ;/.~. (,""! )) I... LETTIE C. BEAM The preceding {nstrument, consisting of this and one other typewritten page identified by the signature of the testatrix, LETTIE C. BEAM, was on the day and date thereof signed, published ;1 _ ______,,~-''''.......'''''-"'I:l'I!l'm'I;. 't"rfe testatrix and for her last will, in the presence of us, request, in her presence, and in the presence subscribed our n e as witnesses hereto. ~' iJjd./fJ~ ., ~ therein who, at of each named, as her other have /=<'-0 /.?7 ~-"-S" ,.rt:c""-'.... ~. . G -9,Q,Z).#cns; ~ --9 1'?-3 2_'( /. r/ /'? ~ ~ 6 (.{) '.It.u7ew?c.7....~. I' ~ ,/ m 1 .: df.d!4-C-e:<7 . / ?.?~ . '.', REV.'S030;..(1-9T) '*' ,SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF rl,C. /? /?'l. ;/ f.Jc.:;.n /. ~ e- T//E3 C I I' All property jointly-owned with right of survivorship must be disclosed on Schedule F. FILE NUMBER 2/01-0'2/7- ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH ;O/2...i//)e-vJ7/'j'- F/h/J/( C /"'l '- 3/. 0150(/ SA S ~ ;?~ So (Y/l/Ue~ cNr,;s-'-,d~/ 1- p,;.J4"::" ~r.pel';NJ / /2--13 - ~ot) 90~3d TOTAL (Also enter on line 2, Recapitulation) $ 9.::16;.3::J (If more space is needed, insert additional sheets of the same size) ItEv..150eEX+(2.87) SCHEDULE E CASH, BANK DEPOSITS AND COMMONWEALTKOf PENNSYLVANIA MISCEllANEOUS INH:~[~~W:C~:::'V'N PERSONAL PROPERTY ESTATE OF /2 ' oE,<JI1l( L~~ C, (All p.fGperty lo'ntly~own.d with the Right of SurvivorshIp must be disclosed on Schedule F) ITEM NUMBER '*' Plea~ Print or Type FILE NUMBER ;;VcJ/ -O.2J 1- DESCRIPTION VALUE AT DATE OF DEATH ;2, J, p/VC P;p-'" k. ~c::.""41 A'1'rlJc..,j- 4CC-c.v~I"';- g G7 - ..30.3' 5 - c:ft? ~ 71- 'I c1r~ Tn-' / uTI r;;, ~/ CS-~~ -L ;::"'/V~ J ....... FI'Z-' ral ~~.e<-.L. .J?9l'Yer -'- ')..9, or3, ~ 2.. t~t'. ct 3, C7 At J-8 C-'f I~~ Ifi fN,t'/ /~) ~ 1--1' ~3:3,t~ TOTAL (Also enler on line 5, Recapitulation) S :3 0 J '2>?- '3 I 9 ~ (Atto<:.h addilioMI elf," x H" sheets if more space is needed.) RfV.l509EX'(1-97} '* SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF 'I.-?L?,.f1II,Yj/, L6-lT/G C, If an asset was made joint within one year of the decedenfs date of death, It must be reported on Schedule G. FILE NUMBER ,;).../ ClI -0;( I 7l SURVIVING JOINT TENANT(S) NAME ADDRESS RELA TION$HIP TO DECEDENT A f/(<:'C,>/'Iij /2, I{, i,C ), /9r1' ~z..8 ...5'.....;1.( /3'9 CT-' "...., c-/z 6'- ~i'- _ ~)/h/~/'"11 f/-1- 1:;'01 '1 cI-1 t,- B c. JOINTLY-OWNED PROPERTY: lETIER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITE~ FOR JOINT MADE Include name of financial institution and bank a:counl number or similar Identifying number. Attach DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT deed forjoinlly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A /J1ci. r 18'9'/ k.. :3 :t'-l,S,-! StJ /8":/,/..1- C/-:9- #- ..3"9 L;CiI 'IS 7 G- ?- ;::; c)) -fI .3 I (7039 J 0/ "R'Y-c.1f I ~ (7~, G70 . $0 !;,-aco,vO ,(J I I 30) oa::; I ro .Q:j IS) O<?;F,ao 3. <'1 Co it- 3/ 00 3'1 ley 7R ] '7-<J , 8, 347,21- 3V 'i/ / 9-~, G. JC, i..JLf tt4().j -,/, 4. CD If :$1 (jd ?AlC 8/1,.11< s 1/, 0- D #= '3/ qae; / (7.co 80 / 2.., J 2.2.5: GIJ.. Sa t;/J/Z,5'f TOTAL (Also enter on line 6, Recapitulation) $ '30, ~I r 3,-7' 'i 2. (If more space is needed, Insert additional sheets of the same size) REV-,S1i EX+ (12-99) . ~..'J '~,~ ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF 8 E/fd// , tE7/7tS c, FILE NUMBER ,:2./ ~ / - 0'2 / ;2 r or e on ue . ITEM NUMBER DESCRIPTION A FUNERAL EXPENSES: AMOUNT 1 0-Pn:~' __p:;/ C,l1J1'Z.d6P</ r; ';""tJ.Ie~&~ / ;LS, ~ C~K. L~C4"~ \- / B ADMINISTRATIVE COSTS: 1 Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)fEIN Number 01 Personal Represenlalive(s) Street Address City State _ Zip YeaTts) Commission Paid: 2 Attorney Fees # t-1 n-->-' ;--. 0<- ~;O') "'V "CS 0- 3; act!} 0 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant VI ""4/.-.'1"'; /?, 16 /.1< / ~ ;" !- Street Address 4 ~ 8 SC/(J1'A IJ/9( n Al?~r~ s: :;1 5<:X", City 2)1 ?/r d~r", St'tel'# Zip /~/9 Relationship of Claimant to Decedent d4f/t1J.~;- 4 Probate Fees /~/$''ij~ -I ?,;,'/h 38, 5 A'tt6t:lfltfl.F.\':> rM3 - /!! Cl</oll ';p"- C' ) //"'" c..., ~L- .2 ~--. C 6. Tex n~tulr, P'r\:lI-'<:Iltll'~ f\,aQ ~4~ r f 5 12,0' 7 C<-tN;> ~ .../,.,;1,,,,;,) ~~J 7;;ti--;"-'v-;. ~ ;/JeI.f , L.,.r..-, 7.J-.S".TI'9. '75': 8 /,G" ~"'hN:;, -de.- ~7, :, t"1 ;/q/ I <::.0<::;; 9, r..i. co,.-d;- /0, ,II? t< r /3~/';' I::- C,( "'''Y ') 3.0';;;; ) - T!.-//H, :2. 5'. r::l 0 /I .~. ~ f ,;- ,:'r.l r I I)" . 1.4:..5".4'. r V.c" r/: _ c./'t..r / /J .,' Cs?"(?~ /~. po TOTAL (Also enter on line 9, Recapitulation) $ ~ 7' 3'9: 3.!> Debts of decedent must be ep t d Sehe<! I 1 Q o ao ex; () o .;?c) 5' (If more space IS needed, Insert additional sheets of the same size) " REV.1512EX.(1.;7) '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS Le7T/c C I FILE NUMBER ::;;'--/ c:? I - 0 2.1 f. ESTATE OF COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RE1URN RESIDENT DEe DENT 13e-/f0 I I Include un reimbursed medical expenses. ITEM NUMBER 1. f o.S I; ftl'Y hd DESCRIPTION /-;km~s ,...7'NC, AMOUNT ;;.., (}:..-v r~,N~/N) C'fi,zE: /<.r- $iB,02- 3~ $. 8::J 3s&.c:;JO J , ~/, 39, (j 0 TOTAL (Also enter on line 10, Recapllulatlon) $ /, 63rt. 82- (It more space IS needed, Insert additional sheets of the same size) JtEV.l,S13 EX. (2"7) .. COMMONWEALTH O' ,ENN$'fl'lA,NI,t. INHII"4HCI TAX "TUIN IWD.NT DICIDfHT SCHEDULE J BENEFICIARIES ESTATE OF J'2.. (..:/C/jm LG7TJ6 c FILE NUMBER I I - ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR NUMBER SHARE OF ESTATE 'A. T axabl. aequests: 1. VI' /Z~/I'JI/.IJ 1(, R/ Nti /f/j~ 1- J)-?t( /,p~ ':4 4~8 ~c::>w,.-< 1l-?(/7n,C:>.L G'/': z),./4~o~, ?/J ;?CJ19 ;</C11 02/ ';f- ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable Clnd Governmental Bequo$u: 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI.o enter on line 13, Recop/tvlotlonl S (If more .pac. i. ne.d.d, in..rt addltlonal.h.... of same ,Ize) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/10/2005 DANIELS WILLIAM S 1 W HIGH STREET CARLISLE, PA 17013 RE: Estate of BEAM LETTIE C File Number: 2001-00217 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: 2/05/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge LL. e) UJ C) :-1--= '_.I C" c~, Li; (:1 CL_- CJ C' LL} C1 Name of Decedent: STATUS REPORT UNDER RULE 6.12 g;;-~d) J 6,;tt: C Date of Death: Will No.: Admin. ~?/ ~ C:?--/ 7- Pursuant to Rule 6.12 of the Supreme Court Orphans' Comi 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 gf 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 No ~ b. The separate Orphans' Comi No. (if any) for the personal representative's account is: c. Did the persol:\al ~resentative state an account informally to the parties in interest? Yes )0 No 0 c. Copies ofreceipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk ~ e Orphans' Court and may be attached to this report. Date: /- Z f'~~ ~ -r>~~' Signature c::/ ~'7 (-0o/A?~-& Name '0 C> ~'" a: L:_ C) ~(:::I"n! r,-~::: .' ~l~:.~ uI:' CL cc 0""' C; / ~'. ~;'- ST. I s?i, A>~ / - Address C~-;t (~./t0 tP/j- /J-CI> ;prr ~ 27~ - 3~1 Telephone No. N - ..,,;:;.:: -, ..'" = = "'" Capacity: n Person?l Representative ~ Counsel for personal representative ) JRD/June 30, 1992/17858 Estate No.: 21-01-217 JUL 0 3 200~ ORPHANS' COURT DIVISION l)" COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA In Re: Estate of Lettie C. Beam Late of South Middleton Twp. NO. NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT ORPHANS' COURT RULE Personal Representative: Virginia R. Rinehart Counsel for Personal Representative: William S. Daniels Esq Date of Grant of Original Letters: February 23, 2001 Date of Delinquency Notice: June 2, 2001 The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court Orphans' Court Rules, was given by the Register of Wills on May 29,2001, and that the ten (10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e) the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: July 3, 2001 ~. Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled fo~hu (~~Jat 9; 3 {) In Courtroom No.3. If the Certification of Notice is filed prior to the hearing date, the hearing will automatically be cancelled. /'~, \ / . 0.. f) /\ ~,() ~ _', I l _ 1"\ l ~</ oy" STATUS REPORT UNDER RULE 6.12 Date of Death: .J3e~/}f i .2. -c:7S-CJ( /4~ 'C-. Name of Decedent: Will No. Admin. No. ~I --0 2/ i-- 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 a~inistration of the estate is complete: Yes No V 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 4 - c30 - ~ ~ 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. /~..;?<-.L ~ature ~,s: lJPTPV/C-c::..-S Name (Please type or print) .L C::U, #:7 ',( S7? ~: ~ Addres s C/9-/'U.-~ ,v~1< V.3 (rl~ ;2o/~--38:3/ Tel. No. Date: :z -/0 - 0:3 Capacity: Personal Representative ~nsel for personal representative (MAH:rmf/AM3) Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/06/2003 VIRGINIA R RINEHART 428 SOUTH BALTIMORE STREET DILLSBURG, PA 17019 RE: Estate of BEAM LETTIE C File Number: 2001-00217 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 will become delinquent on: 2/05/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, DONNA M. OTTO DEPUTY REGISTER OF WILLS cc: J File Counsel Judge f . Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mailpiece, or on the front if space permits. 1. Article Addressed to: W, l \\AW' S .~Y\.'4:.-11t <Cs \ We.. s.lc. \.\. ,'\ ~ st. ~('\\S\e. ~f\..\.-'\.\)l~ 3. ~~ Type lo!t"Certified Mail o Registered o Insured Mail o Express Mail o Return Receipt for Merchandise o C.O.D. 4. Restricted Delivery? (Extra Fee) DYes 2. 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