HomeMy WebLinkAbout02-0395
PETITION I"OR PRonATE and GRANT OF LETTERS
2./- 0.2. -3QS-
Estate of LILLIE C HARRO
also kilo IVII as
Register of Wills for the
Deceased. County of Cumberland in
Social Security No. 204-01-0488 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents thai:
Your pclitioncr(s), who is/are l8 years of age or older an the exccut rix
in the last will or the above deeedelll, dated February 18, 1997
and codicil(s) dated
No.
To:
the
named
,19_
(~laIC relcvant cin:llImtunccs, e.g. renunciulioll, death of cxcCllLOr, CIC.)
Deeclldellt was domiciled at death in Cumberland
h P1'" last family or principal resiuence at.-C..amP Hi 11 C;:Jre
Camp Hill (East Pennsboro Township), FA
(lis! slree!, Ilumber antlllluIKip:tlity)
County) Pennsylvania, with
Center. 46 Erford Road,
Deeendent, thell 92 years of age, died March 11 ,xl>\lZ002
a~ C~mp Hill r.~rp- c'pnrpr
Except as follQws, decedent did not marry, was not divorced and did nO[ have a child born or adopted
after execulion of'the will offered for probate; was notlhe victim of a killillg and was never adjudicated
incompetent: Decedant was an unremarried widow
Decelldellt at death owned property with estimated values as follows:
(II' domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property ill Pennsylvania
(I I' not domiciled in Pa.) Personal property in County
Value or real ~slalc in Pennsylvania
situated as I'ollows:
$ 7.000.00
$
$
$
WHEREFORE, petitioller(s) respectrully requesl(s) the probatc or the last will and codicil(s)
presented herc\vith and the grant of letters testamentary
(1t:stotI1ICIII;lry; adtuinl"tratiol\ 'C.I.a.; administration d.b.n.c.l.a.)
lh...:roll.
, ~:r-~:h;;f'~~' da K d
S?49 R~Rt Trinnle Road
Mpr"h~ni("~hllrg, FA 170~O
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OATH or PERSONAL REPRESENTATIVE
COMMONWEALTH OF !)ENNSYLVANIA I..
j t;t;
COUNTY OF CUMBERLAND
The pctilioncr{s) <lbovc-llal11cd swcar(s) or affirm(s) that the statements in the foregoing petition are
true anu correct to tbe best of the knowledge and belief of petitioncr(s) <lnd that as personal represen-
tali\'c{s) of the above decedent pclitioner(s) will well and truly administer the est ale according to law.
, ryfd;;,. /~N/ci (f,: ~ ~ ,
Register ~.
affirmed
16th
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Sworn to or
before me 111 is
I
and
MARY LEWIS
11-5"6- d-...,
No. ,:)/- 0.:1. - 39.~
Estate of LILLIE C. HARRO
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW APRIL 17, 2002 IDlI2..0..0.2..-, 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 18. 1997
described therein be admitted to probate and filed of record as the last will of Lillie C. Harro
and Letters Testamentarv
arc hereby granted to Kathryne E. O'Hara
~(JJII#W=~KJ1
MARY LEWIS Register of wilis .
FEES
Probate, Letters, Etco 0 0 0 0 0 0 0 0 0 $
$
$
$
TOTAL _ $
01 d 0 APRiL 17. 2002
Fl emaii 0 te; oex;;c": 00,,0 04-': 17:.002000000
,
40.00
12.00
William A. Yocum, 06263
ATTORNEY (Supo Cl. J.Do Noo)
Short Certificates( ) 0 0 0 0 0 0 0 0 0 0
~next.I;aopaqeso 0 0 0
JCP
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60.00
3001 Market Street
ADDRESS
Camp Hill. PA 17011
PHONE
717-761-5041
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HIIl'i,HII'i REV 'll~(,
This is [Q certify that the information here given 15 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.
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Local Registrar.
.Fee for this certificate, $2.00
P 8031832
MAR 1 4 Z002
Date
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COMMONWEALTH Of PENNSYLVANIA. OEPARTMENT OF HEALTH.. '111Al RECORDS
CERTIFICATE OF DEATH
N~ Of DeCEDENT jf"SI MrddiEl. LaII)
1. Lillie C. Harro
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J.Female
'SlAlIi:.'l-flruMllER
SOCIAL SEC\JRITY "'Ur.l8ER
,. 204
01 - 0488
OATEOFDEATH,Mcnl/l,o.~.''IIar)
March 11, 2002
,b.Sw.
PA
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COUNTY OF DEATH
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SLlt.",'c"'9"Countt\fl HOSPITAL ~
tIarrisburg,PA:-'oenIO ERI~"nlO tlOo'O
FACIUT'I' "'AME It' no. ,n..'lU/Ion, o<VOI $I",,,, and n""'~J
... Cumberland
OECEOENT'SUSUAl OCCUPAl'lON
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1a.ookkee er Sales lI~erber I s Fabric
OECEOENT'S ...AllINGAOOAESS($l'..... C.tyI1'own. SWe.ZopCodel DECEOENT'S
5249 E. Trindle Road ~~~~E
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,..Mechanicsburg,PA 17050 ",,<*>....0.,
FRliER'SNA"'E (Fi'iI. M><l<llft, ~a.)
I'. Isaac Yost
INFOAMANT'S NAME (T ypelPn/l1l
~athryne E. O'Hara
I,IIfTHOOOFOISPOStTION
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QtheI(SpecIy'
jj;ast Pennsboro T
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MOTHER.S NAME (F.", ~_. M_ &.ornamlll
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1NF000000T'S MAIUHoG ADDRESS ISI'...., CityIbwn. SlloI&. roll Code)
.5249 E. Trindle Road, Mechanicsburg,PA
PLACE OF OISPOSITIOH . Neme oj Ceme1ery. C,.....1Ofy lOCRlON . CityfTown, Slal..lip Code
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John's Cemetery 2~hiremanstown, FA 17011
M,o,yE ~AOORE$$Of fACIlIT'f 11 0 7 0
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UCEl'lSENUMlIER DATESlG.NEO
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SIGNRURE AND TITLE OF CEFlTIfIE~
'''~OUNClNQANOCERTI''YINO PHYSICIAN fPtol""'""'Ool~. "-"""""""".l oe..tha(",':.olt~onQ rocau...<>l <lealh)
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liCENSE NUMBEFI
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NAME AND AOOAESS OF PERSON WHO C0t.4PlETEO CAUSE OF OEATH ....
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LAST WILL OF
LILLIE C. HARRO
:2 1- 0,;).. - 3Q.s-
I, LILLIE C.HARRO, of the Boro of New Cumberland, Cumberland County,
pennsuylvania, declare this to be my Last Will and revoke any previously made by me.
I direct that all of my estate of every nature whatsoever, together with insurances
thereon go to my daughter, KATHRYNE E.O'HARA of Hampden Township,
Cumberland County, Pennsylvania. In the event she predeceases me, my Grandson,
TERRY L. O'HARA shall receive my estate.
I further direct that they shall have the authority to distribute, at their disgression, assets to
my Great Grand Children, DANIEL C. O'HARA, KATHLEEN L. O'HARA, PATRICK
RICHARD O'HARA and my
Great Great Granddaughter, ODESSA ALICE MAY O'HARA and any other Great Great
Grandchildren who may be born after the date of this last will and who are living at the
time of my death. These bequests will depend upon the assets available at that time.
In the event distribution should pass to minor children, I appoint the parents of the minor
children to oversee these assets and to responsibly administer them in the child's best
interest.
I direct that my body be buried in the St. John's Cemetery, Trindle Road, Hampden
Township, Cumberland County, Pennsylvania, in the lot I own there, beside my husband,
DANIEL CHARLES HARRO.
I direct that all my just debts and funeral expenses be paid as soon as practical after my
demise.
I direct that all taxes that may be assessed in consequence of my death, of whatever nature
by whatever jurisdiction imposed. shall be paid from my resisduary estate.
I appoint my daughter, KATHRYNE E. O'HARA, of5249 E. Trindle Road,
Mechanicsburg, Pennsylvania as the executor of this my Last Will. In the event she
predeceases me or is unable to perform these duties, I appoint my GrandSon, TERRY L.
O'HARA as Alternate Executor. I direct that my personal representative or their
successors, shall not be required to give bond for the faithful performance of their duties in
any jurisdiction.
IN ~OF, I have hereunto set my hand this
,1997.
/ g day of
.
The preceding instrument consisting of this and one (1) other typewritten page, each
identified by the signature of the Testatricx, LILLIE C. HARRO, was on the day and date
thereof signed, published and declared by LILLIE C. HARRO, the Textatrix, therein
named, as and for her Last Will, in the presence of each other, have subscribed our names
as witnesses hereto.
Shelb~ f<, 1\.10":11 residing at MCc.h"'-n'c.~bcl'j !-A
J<CH 1-\':j.1'" L.-\<)~Q.' residing at -1-\0., r,s,6u>,O P A .
We, LILLIE C. HARRO, ~ ~.~"' C ~ fL.. n f)/1 and
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01'\ " the Testatrix and the witnesses respectively,
whose names are si ed to the ttached 0 foregoing instrument, being first duly sworn,
do hereby declare to the undersigned authority that the Testatrix signed and executed the
instrument as her Last Will and that she had signed willingly, and that she executed it as
her free and voluntary act for the purpose therein expressed, and that each of the
witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that
to the best of his or her knowledge, the Testatrix was at the time eighteen (18) years of
age or older, of sound mind and under no constraint or undue influence.
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LILLIE C. HARRO
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/ Witness
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Subscribed, sworn and acknowledged before me vlAfJl'N';q [/;; t: 1:.-"1 FR.L(
bX LILLIE C. HARRO: the Testatrix, and subscribed and sworn to before me by
..:::shell)!I!?' /J).1/rt II and t;Afh y ::;;; L 1./1'19 c: I!
the witnesses, this If! dayo~, ~p,h.L-' AH.-LJ--' 1997
/.~:ft~l(A Jt?/ ~2f~
Notary Pu c ~E
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CEI\'l'lFICA'1'10N Of NO'l'lCI:: UNOI::" "UJJE S. G (a)
,Name 01 Decedent:
LILLIE C. HARRO
Date of Death:
March 11. 2002
l\dmin. No.
Will No. 21-02-0395
"
'1'0 the Registerl
'1 certify thu t 110 tice 0 ( bene (ic ial i1lter85 t required by
Rule 5. G (a) 0 ( the OJ:phons' (au!:t :l\uies wus served Oil 'or malled to
,the (ollowlng beneEicia1:,ies u( the above-cuptlu1Ied estate Oil
/lltl/ lr . 2Q02 :
Name
J\ddress
KATHRYNE E. 0' HARA
5259 East Trindle Rd.. Mechanicsbur~. PA 17050
Notice hus now been given to ull persons entitled thereto under
Hule 5.G(a) el\cept NO EXCEPTIONS
Date: /1)11-11 :zY . 2002
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Kathryne E. O'Hara
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Address 5249 East Trindle Road
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Mechanicsburg, PA 17050
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, '1'elephone (717) 7'66-6918
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Cupacity:
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1'e1:501lal Hepresentatlve
Counsel (or personal
representat'lve
REV-l5OQEX {&-OOI
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
HARRO LILLIE C.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
March 11, 2002 Jul 8, 1909
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
og 1. Original Return
o 4. Limited Estale
o 6. Decedent Died Testate {Attach oopyofWiIIl
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date oldealh after 12-12-82)
o 7. Decedent Maintained a. Living Trust \""\lath copy oj Trust)
D 10. Spousal Poverty Credit (daleof~athbelween 12-31.91 and H9S)
OFFICIAL USE ONLY
(J/
I7-Sf- eX
FILE NUMBER
.-l. L - JL.2... JL -1- .JL 5.. _
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
204 - 01
0488
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date of death prior to 12-13.82)
D 5. Federal Estate Tax Return Required
a. Total Number of Safe Deposll Boxes
D 11. Election 10 tax under Sec:. 9113(Al (AtlachSch0)
,TIlIl! l!EC,TI()f11 USrill;C()MPCETEQIALL'C()RRESP()NDENCEAND;,CONFIDENTIAL\T,o,x NFoRMA,'tIClN'l!I'l'
NAME COMPLETE MAILING ADDRESS
William A. Yocum
FIRM NAME III . ) 3001 Market Street
~E Camp Hill, PA 17011
TELEPHONE NUMBER
717-761-5041
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1. Real Eslale (Schedule A)
2. Stocks and Bonds (Schedule B)
(1) 00.00
(2)
(3)
(4)
(5) 7,576.50
(6) 4,825.56
(7) 5.014.27
, ' EJ)IRJ;:CrED TO:
OFFICIAL USE ONLY
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3. Closely Held Cmporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Sc~edule E)
6. Jointly 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)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debls of Decedent, Mortgage Liabi\\t\es, & liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
(9)
(10)
7,683.80
6,268.96
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(6)
17,416.33
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made {Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal lax
rale, or transfers under Sec. 9116 (a)(1.2)
x.O_ (15)
x ,0 '!2.. (16)
x .12 (17)
x .15 (18)
(19)
(11)
(12)
(13)
13.952.76
1,ldi1 'lq
16. Amount of Line 14 taxable at lineal rate
3,463.59
(14)
3.463.57
17. Amount of Line 14taxabte at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
155.86
155.86
20,0
"i ''::.'"'' "",' ',,' :'i"t;' '>' ,,' BE SURE TO ANSWER ALl.: QUESTIONS ON REVERSE SIDE AND RECHECK MATH~'~"" ,"
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Decedent's Complete Address:
STREET ADDRESS C Hill Care Center, 46 Erford Rd., . . .
amp
Camp Hill, (East Pennsboro Township), PA 17011
CITY , I STATE PA I ZIP 17nll
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
155.86
7.80
Total Credits (A + B + C ) (2)
7.79
3. InteresUPenalty if applicable
D.lnterest
E. Penally
TotallnteresUPenally ( 0 + E ) (3)
4. 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 (4)
00.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
148.07
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5A)
(5B)
148.07
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
a. retain the use or income of the property transferred;.......................................................................................... 0
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0
~. retain a reversionary interest; or.................................................................."......................................,............... 0
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0
2. If death occurred a~er December 12, 1982, did decedentlransfer property within one year of death
without receiving adequate consideration? ....................................................".....,.................................................. IXJ
3. Did decedent own an "in trust for" or payable upon dealh bank account or security at his or her dealh? .............. 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................,....."........".................................. ........................... ................. 0
No
[X]
[X]
[X]
Q9
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[X]
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 thai I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and beliel, it is true, correct
and complete.
Declaration of pre parer other than the personal representaijve is based on all information of which preparer has any knowledge.
SIGNATURE.oF PERSON RESPONSIBL tOR FILING RET~RN
,/ .' .. {r.' "
ADDR S
5249 East Trindle Road, Mechanicsburg, PA 17050
SIGN~~~AR~?~~RESENTATIVE
ADDRESS ( .
3001 Market St. Camp Hill, PA 17011
- .. . __._M'"_,,=~.,.__ s~_._....~~,.,.wM""<"U",'~"_...,_....",___" _. ."""'.,"'__
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rale imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. 99116 (a) (1.1) (ill.
2..
DATE
~'-J/rd;Z
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 Ihe surviving spouse is 0% [72 P.S, 99116 (al (1.1) (iill
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 retum are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rale imposed on the net value of transfers from a deceased child lwenty-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. 99116(a)(1.2)J.
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. 99116(1.2) [72 P.S. 99116(a)(II1.
The tax rate imposed on the net value of Iransfers 10 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.
REV.1508E)(+l~71
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
,
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
LILLIE C. HARRO
21-02-0395
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
NUMBER
1.
DESCRIPTION
Burial Certificate-PNC Bank-(Burial Reserve Account) paid to
Stone & Murray Funeral Home - dated March 18,2002.
See attached exhibits - Bank check and funeral bills. Note-
this amount includes refund of $924.05 for insurance in excess
of funeral bilL...............................................
VALUE AT DATE
OF DEATH
6,964.05
2.
Blue Cross-Blue Shield refund (4-12-02)........................
112.45
3.
Rent Rebate applied for from the State of PA on 2-12-02........
500.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
7,576.50
"""""".;'",'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTL Y.OWNED PROPERTY
ESTATE OF
LILLIE O. HARRO
FILE NUMBER
21-02-0395
If an asset was made joint within one year of the decedent', date of death, It must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELA TtONSHIP TO DECEDENT
A.
Kathryne E. O'Hara
5249 E. Trindle Rd., Mechanicsburg, PA 17050
Daughter
B.
Kathryne E. O'Hara
5249 E. Trindle Rd., Mechanicsburg, PA 17050
Daughter
C.
JOINTLY -OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %QF DATE OF DEATH
ITEM FOR JOlNT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECO'S VAlUE OF
NUMBER TENANT JOINT deed forjointiy-held real estale. VALUE OF ASSET INTEREST DECEDENTS INTEREST
1. A. 7/31/9 Susquehanna Valley Federal Credit Union
Share Account (Savings Account) 1/77 88-00. . . 7,565.61 50% $ 3,782.81
2. B. /4/98 Susqtlehanna Valley Federal Credit Union
Draft Account (Checking Account)#7788-40. 2,085.49 50% 1,042.75
TOTAL (Also enter on line 6, Recapltulalion) $ 4,825.56
-
(If more space is needed, Insert additional sheets of the same size)
~~'M""l':" '*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBA TE PROPERTY
LILLIE C. HARRa
FILE NUMBER
21-02-0395
ESTATE OF
This schedule ml.lst be complete<:! and filed if the anS'Ner to any of queslions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM
NUMBER
1.
DESCRIPTION OF PROPERTY
INCLUDE TI-1E NMlE OF THE TRANSFEREE. TI-lEIR RELATIONSHIP TO DECEDENT AND THE DATEOfTRAASFER
ATTil.CH A COPY OF THE DEEDFORREALESrATE.
(J/oOF
DECO'S
INTEREST
DATE OF DEATH
VALUE OF ASSET
297 Shares of PNC FINL SVCS Group, Inc.
valued at 54.74 for $16,028.53. Stock
owned jointly by Lillie C. Harro, the
decedent, and Kathryne E. O'Hara, her
daughter. Date of death was March 11, 2002
and date of sale was February 28, 2002.
All proceeds of sale were placed in account
of daughter, Kathryne E. O'Hara within one
year of date of death......................
SEE PNC Statement for
Account Number 43533531 attached hereto
16,028.53
5010
TOTAL (Also enteron line 7, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
EXCLUSION
If Af'P\JC/IaL\':\
3,000.00
TAXABLE VALUE
5,014.27
5,014.27
~"11EX.t'~" '*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RE1URN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
LILLIE C. HARRO
FILE NUMBER
21-02-0395
ESTATE OF
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRiPTION AMOUNT
A. FUNERAL EXPENSES:
1. Stone &YMurray Funeral Home..................................... . $ 6,040.00
2. Reception following funeral. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250.00
3. Monument Lettering - Gingrich................................... . 80.00
B, ADMINISTRATIVE COSTS:
1. Personal Representative's Commissior.s
Name of Personal Representative (s) Kathryne E. O'Hara 00.00
Social Secunty Numberls) I EIN Number of Personal Representative(s)
Street Address 5249 E. Trindle Road
City Meuhanicsburg State PA Zip 17050
Year(s) Commission Paid: Waived by Executrix
2. Attorney Fees William A. yocum................................... . 500.00
3. 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
4. Probate Fees ........................................................ 60.00
5. Accountant's Fees - Not incurred to date.............................. . 00.00
6. Tax Return Preparer's Fees - Not incurred to date.......................... . 00.00
7. Pharmerica - Medication..........;....... . "0"............. ... ... . 62.65
8. Legal Advertising - Patriot-News. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91.15
9. Legal Advertising - Cumberalnd Law Journal. . . . . . . . . . . . . . . . . . . . . 75.00
10. Reserve for filing fees, taxes & Contingencies................. 500.00
11. Filing fees for Inheritance Tax and County Inventory........... 25.1D0
TOTAL (Also enter on line 9, Recapitulation) $ 7,683.80
(If more space is needed, insert additional sheets of the same size)
,<v.""ex.:,.",.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RES'DENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
ESTATE OF
LILLIE C. HARRO
FILE NUMBER
21-02-0395
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
218.85
1.
Pearl Vision - glasses........................1-21-02...........
2.
Country Meadows - residential care.............1-13-02...........
2,550.09
3.
Loan to Decedent from daughter to supplement decedent's checking
account for payment of a bill .................2-20-02...........
500.00
4.
Beverly Health Care- residential care..........3-8-02............
3,000.00
5.
Beverly Health Care - Final payment for residential care to date
of death...................................... .3-27-02...........
284.62
NOTE - None of the above enumerated expenses were or will be
paid or reimbursed by medical insurance.
TOTAL (AlsD enter Dn line 10, Recapitulation) $ 6,268.96
(If more space is needed, insert additional sheets 01 the same size)
,"",""',1',971.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECE ENT
SCHEDULE J
BENEFICIARIES
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY 00 Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outrighl spousal distributions)
1. Kathryne E. O'Hara Daughter Entire Estate
5249 E. Trindle Road
Mechanicsburg, PA 17050
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1-
TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
LILLIE C. HARRO
FILE NUMBER
21-02-0395
ESTATE OF
(If more space is needed, insert additional sheets of the same size)
"
SUSQUEHANNA
~ ~ \fALLEY
FEDERAL CREDIT UNION
April 16, 2002
Kathryne E. O'Hara
5249 East Trindle Road
Mechanicsburg, PA 17055
Re: Lillie C. Harro, Deceased
SSN: 204-01-0488
Dear Kathryne:
Following is the date of death, March 11,2002, information you will need
for the above referenced decedent:
1. Share Account 7788-00. The balance was $7,552.31 plus accrued
interest of $13.30 for a total value of $7565.61. The account has been
titled in the names of Lillie C. Harro and Kathryne E. O'Hara since July
31,1991:'
2. Draft Account 7788-40. The balance was $2085.49 with no accrued
interest. The account has been titled in the names of Lillie C. Harro and
Kathryne E. O'Hara since June 4, 1998.
If we can be of any further assistance, feel free to call.
Sincerely,
~/ ;?~
Larry L. Stoner
President/CEO
~
3850 I-lARTZDALE DRIVE. CAMP HILL, l'A 17011-7809
LOCAL: (717) 737-4152 TOLL FREE: (800) 948-1454 FAX: (717) 737-0589
~
G PNCBROKERAGECORP
1hTough the courtesy 01
J.J.B. Hilliard W.l. Lyons, Inc.
A PNC Bank Company
C/O Hilliard Lyons
P.O. Box 32760
Louisville, KY 40232
. . May Lose Value
'". . No Bank Guaranl&liI
:B16S4 C 3 0045 ~ Ol2OQOO- 0008 004Z2 A 512:3.....
1",111",111""1,1,11"",11,,1,1,,1,1,,,1,1,1,.11,1,.1,1,,1
LILLIE C HARRO AND
KATHRVNE E D'HARA
JT TEN
5249 E TRINDLE RD
MECHANICS BURG PA 17050-3552
Portfolio Value Summary February 28, 2002
Cash & Money Market Funds $16,028.53
TOTAL PORTFOLIO VALUE $16,028.53
Prior Statement
$0.00
$0.00
Income Summary
February 28. 2002
Year to Date
TOTAL INCOME
so.oo
$0.00
Cash Flow Summary
OPENING BALANCE
Securities Sold/Deposits
CLOSING BALANCE
February 26. 2002
SO.OO
16,028.53
$16,028.53
Accounf carried with J.J.8. Hilliard, W.L. Lyons, Inc.
Member New York, American, Chicago and 80ston Stock Exchanges; CeDE; NASD; end SIPC.
-'
(
Account Statement
Financial Consultant: J236
CHARLES LITTLE
PNC BROKERAGE
2 WEST PINE STREET
MOUNT HOLLY SPRINGS. fA 17065
ASST. JOETTE ALBERT
Statement Period:
February 1, 2002 . February 28, 2002
Account Number:
43533531
Customer Service:
1-800.762-6111
Web Site:
WWWPNCBANK.COM
&q/ -~ (yd
Portfolio Distribution
The pie chart below illustrates your positive security holdings, excluding outside
assets.
a Cash & Money Market Funds 100%
~ DO YOU WANT TO TAKE A BITE OUT OF TAXES? TALK
TO YOUR PNC BROKERAGE CORP INVESTMENT
CONSULTANT ABOUT INVESTMENTS THAT PROVIDE
TAX-EXEMPT INCOME OR TAX-DEFERRED GROWTH
OPPORTUNITIES.
Page 1 of 2 February 2002
00ClQCl848 281654 c , 0Cl<e 05 OIZOUoo. 0008 00422 A
=
-
-
~
~
=
"""
==
-
:=
"""
=
9"
A PNC Bank Comp~ny
~ . May Lose Value
~ -. No Bank Guarantee
Statement eno February 1, - February
LIlliE C HARRO AND
KA THRYNE E O'HARA
JT TEN
Account Number: 43533531
lnvestment Consuttant: CHARLES UTTLE
e PNCBRQKERAGECO?P
Portfolio Value
ICASH & MONEY MARKET FUNDS
100%
$16,028,53
$16,028,53
100%
Estimated
Current Annual =
Yield Income """
-
.....
$0.00 -
=
=
Total -
=
Estimated
Annual
Income
$0,00
Acct
Type Quantity Description
CASH BALANCE
Sub Total
Symbol
Unit Price
Percent of
Market Value Portfolio
ITOTAL PORTFOLIO VALUE
Total
Market Value
TOTAL PORTFOLIO VALUE
$16,028,53
Activity Details
!PURCHASES AND SALES
Date
Acet
Type
Description
02/28/2002
P N C FINL SVCS GRP INC
TOTAL
Activity Quantity Price Amount .
0
~
SALE 297.000 54.7400 $16,028.53 '"
$16,028,53 0
.
Cash Flow Analysis
[CHRONOLOGICAL TRANSACTION SUMMARY
Date
Acct
Type
Activity
Description Quantity Amount Balance
BEGINNING BALANCE $0.00
P N C FINL SVCS GRP INC 297.000
P N C FINL SVCS GRP INC (297.000) 16,028.53
ENDING BALANCE $16,02B,53 $16,028,53
02126/2002
02/28/2002
RECEIVED
SALE
Page 2 of 2 February 2002
Account carried with J,J,B, Hilliard, W.L. Lyons, Inc,
Membe! New Ycnk, f1.me!ical'l, Chice.'i)o tond Boslon S~oc\~ Extnange!>: CaOE; NASD; iBnd S\PC,
~ Z816~ C 3 0045 03 OU04200.0008 0Q0(12 A.
'"
A. CHARGE FOR SERVICES SELECTED
Traditional Funeral Package. . . . . . . . . . . . . . . . .
Basic Services of Funeral Director & Staff . . . . . . .. y; '?:2 () .
Embalming. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Other Preparation of Body . . . . . . . . . . . . . . . . . . . .
Use of Facilities & Staff for Viewing / Visitation. . . .
Use of Facilities & Staff for Funeral Ceremony. . . .
Use of Facilities & Staff for Memorial Service . . . . .
Use of Equipment & Staff for Graveside Service . . .
Use of Equipment & Staff for Church Service . . . . .
Transfer of Remains to Funeral Home ..........
Hearse. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
"""""-................................. -~~;:::I
$aJtM1&.~. 91f:........ ......... ---=-- I
Service/Utility Vehicle......................
TOTAL OF SERVICES SELECTED (A).............$ I "i7"'Y.s:-~
B. CHARGE FOR MERCHANDISE SELECTED
Casket(orolherreceplacJe) .R~.... /~-
-::1-064 (~f'7'7?CS $M/Ych ~
Outer Burial Container gP.. <:2,~ '7~. d"
Acknowledgement Cards. . . . . . . . . . . . . . . . . . . . . . . . .
::~~~ :~~:;s'; ~;~~~r' ~~;~~ If/i~~)flb ,"
Cremation Urn " . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Clothing .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
/t<---r t!
cC"""
"(
TOTAL ?F MERCHANDISE SELECTED (B) . . . . . . . . .$
Stone & Murray Funeral Home
JAMES E. MURRAY. JR. F.O.
408 THiRD STREET
NEW CUMBERLAND. PENNSYLVANiA 17070
(71 7) 774-2750
DECEASED ?./CL/d= C. ~~
DATE OF DEATH /11.4I'?c.!-/ /C;: ::;?~=...:?
NO.
DATE OF STATEMENT /"?"~f'" /~ ;;;?..e Z,.
STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED
Charges are only for those items that you selected or that are
required. If we are required by law or by a cemetery or crematory to
use any items, we will explain reasons in writing below.
C. SPECIAL CHARGES
Forwarding remains to
Receiving remains from
Immediate burial. . . . . . . . . . . . . . . . . ...
Direct cremation................. ..,
TOTAL OF SPECIAL CHARGES (C). . . .' ... $
D. CASH ADVANCES
ce/f~ COPies~e~ertificate O?C:::>.. 6
_ @ $' each. . . . . . .
Clergy~O_~~ /=.=0
Mu).!cian
/C=5~1?..62". c..~.s.c=::> /~=G
Newspaper Notices --=-~ - ~
t;"-~OO/........,.c;. -.,
Cemetery r~ C> -:)'OO.OD
TOTAL OF CASH ADVANCES (D). . . . ... ... $79 ? DC>
We charge you far our services in obtaining (specify cash
advance jtems:) .
SUMMARY
Total Funeral Home Charges (A+S+C) $ '5'R7"5:
Sales Tax, if applicable. . . . . . . . . . . . $
Total Cash Advances (D)...........: 7i:;'5": cC>
COMPLETETOTAL..... ............ _00 0.99
P~~;AOM ~?~t ~
BALANCE DUE. .' ... . . .. . ." . .. . . $ _ ~.--:.
DISCLOSURES
If you selected II f/Jrngral that may require embalming, $i.JCh liS a funeral
with viewing, you may have to pay for embalming. You do not have /0
pay lOT embalming you did not approve if you selected arrangements
such liS II direct cremation or immediate burial. If we charged tor
emtJa/ming, we will explain why below.
Reason for embalming: j=>UjLJLJ:'C c:.-r-6:..._::V~~
If any law, cemetery or Cr9mstory requirements have required the pur-
Chase of any items fisted the w requirement is lained belOw. .....
,..-
Full paymenl IS due no Jaler than
If any payment is not paid when . a~nticipa~
01 % per month (ANNUAL PERCENTAGE RA _"1..)
on the unpaid balance will be due. I agree to pay the Balance Due
listed on this $talement, plus any late Ctlarge. In the e....ent I delaull in
payment to this funeral establishment, I agree to pay reasonable
attorney's fees and court costs in addition to any Late Charge
applicable. I understand and agree that I am assuming personal
liability for the charges set. forth in this Statement and that this is in
addition to the liability imposed by law upon the estate of the
deceased. By my signature below, I hereby agree to all of the above
and acknowledge receipt of a copy of this Statement
r ~Ah'r"'P' c9' Q;linuv
~ / ~~
Sodal SeaIrity NIIlTIbet
r
8y
D,,,od
CE Thi, Ivn.,.1 ~( "":~m:"" all ,"Ni .S.
andca~ lndj~~/~nl.
Cashier's Check
0. PNCBAN<
I'NC Bank, National Association
Southcenlral PA
No. 1126876
60.1273/313
AM10375S-0300
Date
Morch 18. 7.002
Pey to the
Order of
Stono ,
Murray funeral 110mB
~~ti1~d{ .:((;; f)::(jF{.J
.,.~ r:6-::: :~5~"-~-"]
>.. :::-~~:~.r~{imt:.u--.. _"'"'F"'~'_"~'" .__'.~w
Dollars
Lilli.. C. Harro services
REMITTER
PNC Bank, National Association
.~
+
" "-
'-~:-
NON-NEGOTIABLE
CUSTOMER COPY
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HARRISBURG, PA. 17177
CHECl<. NUMBER
265151
THE ESTATE OF
LILLIE C HARRO
5249 EAST TRINDLE ROAD
MECHANICSBURG PA 17055-3552
AGREEMENT NUMBER
204010488
......................... EXPLANATION OF REFUND .........................
PERIOD OF REFUND
FROM: 03/15/2002
TO: 04/15/2002
REFUND REASON: CANCELLED DECEASED
TYPE OF COVERAGE:
REFUND AMOUNT:
SECUR!TY 65
$112.45
TOTAL REFUND AMOUNT:
$112.45
.~
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cb~~~ '
James Gingrich Memorials
. 'Invoice . ~
>,- ',' {':;:;:,i,:'j,:,<;:!rmJi~iim'~!~,:::) '): ',l 'ii.
. -
125006
5243 SIMPSON FERRY ROAD
MECHANICSBURG PA 17050
5/1/2002
KATHERINE O'HARA
5249 E. TRINDLE ROAD
MECHANICSBURG PA. 17050
Item
Description
ITEM SUMMARY
Qty.
Price Each
Total
Inscription work for: HARRO, LILLIE
80.00
80.00
l-
I-
I-
Total 80.00
. cut along dotted line
H,.".,",."
80.00. :
Lettering was done on: 5/1/2002
.n ___
Please call us with any questions at(111) 166-5622
do,_,.,'..,
- ><'i0lDi);
Please Send Payment to:
James Gingrich Memorials
125006
Family Name: HARRO, LILLIE
KATHERINE O'HARA
5243 SIMPSON FERRY ROAD
MECHANICSBURG PA 17050
Balance Due 80.00
Amount Enclosed
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
t,
J
ss:
KATHRYNE E. O'HARA
according to law, deposes and says that she is the Exe.C'utr-tx
of the Estate of LULIE C. HARRO
late of --East..--I'ennsoor.o--Townsh-ip- Cumberland County, Pa.. deceased and that the
within is an inventory made by KATHRYNE E. O'HARA ._ _. ., the said Executrix
of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
being duly
Sworn
Sworn
~
~ 2002
~ ~-r;? ^' 'l-v,,- rf. iS~ il ~ IT A /
Eucu-tor . Administrator
and subscribed before me,
Kathryne E. O'Hara
NOTARIAL EAL
WILLIAM A. YOCUM, Notary Pub~c
Camp Hill Baro, CumLierland County
My Commission [)':P!i~:5 J~!f:e ,2.7,2004
j
5249 E. Trindle Road
Address
Mechanicsburg, PA 17050
Date of Death
11th
Day
March
Month
2002
Y..r
INSTRUCTIONS
I. An inventory must be filed within three months aHer appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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Inventory of the real and personal estate of
LILLIE C. HARRO
deceased
1. Savings Account - Susquehanna Valley Federal Credit Union
Account #7788-00-0ne-Half interest in joint Savings Account......... $ 3,782 81
2.
Checking Account - Susquehanna Valley Federal Union
Account #7788-40-0ne-Half interest in joint checking account........
1,042 75
3.
297 Shares of PNC FINL SVCS Group Inc. owned jointly with her
daughter -One-Half interest (less $3,000.00 exclusion).............
5,014 27
4.
Blue Cross-Blue Shield refund......................................
112 45
5.
Rent Rebate applied for............................................
500 00
6.
Refund of excess Burial Certificate payment to funeral home........
924 05
...-"\-,,....
;:.:"
d
N
3:
==<
~
.--J
-
',0
0'.
$ 11,376 ~
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 11128-060'\
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
YOCUM WILLIAM A
3001 MARKET STREET
CAMP HILL, PA 17011
_____n_ fold
ESTATE INFORMATION: SSN: 204-01-0488
FILE NUMBER: 2102-0395
DECEDENT NAME: HARRO LILLIE C
DATE OF PAYMENT: 05/17/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 03/11/2002
NO. CD 001194
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $148.07
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$148.07
REMARKS: KATHRYNE E O'HARE
C/O WILLIAM A YOCUM ESQUIRE
CHECK# 1740
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
'{?->6-ff-~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. za0601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEKENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSKENT OF TAX
'0,'
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-24-2002
HARRO
03-11-2002
21 02-0395
CUMBERLAND
101
JJL -1
:L5
WILLIAM A YOCUM
3001 MARKET ST
CAMP HIL L
'*'
RU-1547EX AFP [l1-0n
LILLIE
C
PA 1~1l
(,\ i:'
AJlount Rellitted
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 ___
REY=is4j-Ex--"FP-foFiizY-NlfficniF-iNHERITANci-YAX-ApjiRA-iSEiiENT~--"LDiwAN-CnfR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HARRO LILLIE C FILE NO. 21 02-0395 ACN 101 DATE 06-24-2002
TAX RETURN WAS: I X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hor~gag.s/No~es Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
&. Jointly Owned Proper~y (Schedule F)
7. Transfers (Schedule GJ
8. Total Asse~s
(1)
12)
(3)
(4)
(5)
(6)
In
.00
.00
.00
.00
7,576.50
4,825.56
5,014.27
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Deb~s/Hortgage Liabilities/Liens (Schedule I)
11. Tot.1 Deductions
12. Net Value of Tax Re~urn
13. CharitRb18/GoY.rn..n~al Beques~si Non-elected 9113 Trusts (Schedule J)
14. N.~ Value of Es~at. Subject ~o Tax
(9)
110)
7,683.80
6.268.96
Ill)
112)
(13)
114)
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ~
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal ra~e (15)
1&. Amount of Line 14 taxable at Lineal/Class A rat. (16)
17. Alloun~ of Line 14 at Sibling r.~e (17)
18. Amount of line 14 ~axable at Collateral/Class B rate (18)
19. Principal Tax Due
X TS:
NOTE: To insure proper
credi~ to your account,
submit ~he upper portion
of this form with your
tax P&YIIent.
17,416.33
13.QIi? 76
3,463.57
.00
3,463.57
14, IS and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
3,463.59 X 045 =
.00 X 12 =
.00 X 15 =
119)=
DATE
05-17-2002
INTEREST/PEN PAID 1-)
7.79
AKOUNT PAID
148.07
NUKBER
CD001194
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
155.86
.00
.00
155.86
155.86
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1, NO PAYKENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU KAY BE DUE
A REFUND. SEE REVERSE SlOE OF THIS FORK FOR INSTRUCTIONS.)
.
Register of Wills of Cumberland County
Date of Death:
STATUS REPORT UNDER RULE 6.12
Iv ; II ; e c... fJo, r r 0
-..:3-/1-0.1-
Name of Decedent:
Estate No.:
.;;2,0 0;2 -0 03 '1-5"
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 wbether administration of the estate is complete:
Yes 00 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. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 00 No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is: ,;?OO;? -00:; 93-
c. Did the personal representative state an account informally to the parties in
interest? Yes JZl No 0
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.
it: r-j; ~rv-I. (r~' i/d~ fi /
1 ature
~jj,"'U' e E:, (')/-1-0. ro..
Name I
L- ~ 'Jd
..6::<4Cf A., / rIYJd/2- Ii "
Address /'17 e C!;J C? /71(]. 5 b ({ r'J, fIJ / 7 <J -:5- c)
Date:
2ft) '1 -DY
,
t-
C")
Lt..
c:r"~
I
!flt-"!?'/' -hCljg
Telephone No.
,-"",
()
Capacity: 0. Personal Representative
o Counsel for personal representative
J
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/02/2005
YOCUM WILLIAM A
3001 MARKET STREET
CAMP HILL, PA 17011
RE: Estate of HARRO LILLIE C
File Number: 2002-00395
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: 3/11/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely, "
~ub-~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
J