HomeMy WebLinkAbout02-0502
Estate of P(l II \
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
t:. lD; l Son No. 21- 02 - 502-
To:
Register of Wills for the
~ Deceased. County of C...l..lf"'Y1!-J.eflct....,r<. -in
Social Security No. \ \( [) , :;It., !.00:3 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+n )<.
in the last will of the above decedent, dated '\,' J t ( ::;lo..j.
and codicil(s) dated I\.) I A
the
named
, 19...1.::L
(stale relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C-u..... be-- (o.noL County, Pennsylvania, with
h';.;; last family or principill residence at ,~s <5 0 ~~:' il t C,<Y') ~ ~r"~~~ ~ Kr:I I.-rl 110 I
PcJ,~,."",,\, r- c.hl "-('1 I PA \,()r,_ ___-:JrDc"'" _{{~"-:...___
(lis! street, number and muncipality)
Decendent, then (PC] years of age, died ,'J'9. -;;loo.;;l.,
at r( Co -+ "K t' ~r . ("" '- -z..u
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: (\J I 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: 10{ A
I C't or, ()(~
.
$
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters -te. S-\ "-me'cl ('~r'-t
(testamentary; admini. ration c.La.; adminIstratIOn d.b.n.c.t.a.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I ss
COUNTY OF ('(unb"'-16nn. 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.
and .41-~ (? ,H+<'f L '"
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affirmed
.GIst
02 ,
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-
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No. 2, -02.-5o~
Estate of
PAUL E WILSON
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW MAY 22, 2002 xli, 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 7-74-1 gg7
described therein be admitted to probate and filed of record as the last will of PAUL E WILSON
and Letters TESTAMFNrARY
are hereby granted to PATRICIA A PETERS
~~~~~Wb!f~
FEES
Probate, Letters, Etc. ......... $ 25.00
Short Certificates( ).......... $ 6.00
~ ext:ra 'pageg. .. $ e. 90
jq;> $ S 00
TOTAL _ $ 42.00
Filed .. :S.-.4:f:-2.0.Q2. . . . . . . . . . . . . . . . . . . . . .
mailed to exec on 5-22-02
A ITORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
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WILL
OF
PAUL E. WILSON
2.1~O2.-502.
I, PAUL E. WILSON, of Monroe Township, Cumberland County, Pennsylvania,
declare this to be my last will and revoke any will previously made by me.
ITEM I. I direct that all my just debts and funeral expenses, including my
gravemarker and all expenses of my last illness, and any and all taxes and assessments
imposed by any governmental body as a result of my death, whether on property passing
under this will or otherwise, shall be paid from my residuary estate as soon as practicable
after my decease as a part of the expense of the administration of my estate.
ITEM II. I give, devise, and bequeath all of my possessions and estate of every
nature and wherever situate to my daughter, PATRICIA A. PETERS.
ITEM III. I appoint my daughter, PATRICIA A. PETERS, executrix of this my last will.
ITEM IV. In addition to the other powers and authorities granted to my personal
representative by Pennsylvania Law and by the other terms and provisions of this will, I
hereby give to my personal representative the following powers and authorities effective
without court approval and until actual distribution of all property: to compromise any claim
or controversy; to make distribution in cash or in kind, or partly in cash and partly in kind,
and in such manner as my personal representative may determine and at valuations finally
to be fixed by them; to invest in all forms of property, including any stock or other
securities in any corporate fiduciary or its successor without restriction to investments
authorized for Pennsylvania fiduciaries, as my personal representative deems proper,
without regard to any principle of risk or diversification; to retain any or all assets of my
estate, real or personal, without regard to any principle of risk or diversification; to sell at
public or private sale, to exchange, or to lease for any period of time, any real or personal
property and to give options for sales, exchanges, or leases, for such prices and upon such
terms or conditions as my personal representative deems proper; and to allocate receipts
Page 1 of 3
II
and expenses to principal or income or partly to each as my personal representatives deem
proper in their sole discretion.
ITEM V. I direct that my personal representatives and fiduciaries shall not be
required to give bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand this 9 tiLl} day of
,
t/ 1,' j;{j
, 1997.
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Ille. {I /~j~tr77
AUL E.'WILSON
The preceding instrument, consisting of this and ONE other typewritten page, each
identified by the signature of the testator was on the date thereof signed, published, and
declared by PAUL E. WILSON, the testator therein named, as and for his last will, in the
presence of us, who at his request, in his presence, and in the presence of each other,
have subscribed our names as witnesses hereto.
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Amy Rose
Page 2 of 3
II
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COMMONWEALTH OF PENNSYLVANIA
)
( 55.:
)
COUNTY OF CUMBERLAND
The undersigned, being the testator whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, does hereby acknowledge that I signed and
executed the foregoing instrument as my last will, that I signed it willingly; and that I signed it as
my free and voluntary act for the purposes therein expressed.
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PAUL E. WILSON
Sworn or affirmed to and acknowledged
before me by the testator named above
this Z 'f-+h day of -y \A L Y , 1997.
!.
Notary ublic
ifARIAL SEAL Public
LYNN EHRENFE~:~ eounty_ i
~'C= Elcpke8 Aug.17.2000 ~
COMMONWEALTH OF PENNSYLVANIA
)
( 55.:
)
COUNTY OF CUMBERLAND
WE, SAMUEL L. ANDES and AMY ROSELLI, 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 the testator sign and execute the instrument as his last will; that he signed it
willingly and that he executed it 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 will as witnesses; and that to the
best of our knowledge, the testator was at that time 18 or more years of age, of sound mind, and
under no constraint or undue influence.
Sworn or affirmed to and
I acknowledged before me this
II Zlf-/?' day of 'J"lALY ,1997.
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Amy Roselli(]
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,",OT fE\.O No1a~ couotY ,
"N E"P.EN~uin\)e{\aOd \12000 \
L'l,. yne ao{O. EJi:plre5 p.ug. .
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L--!----- Page 3 of 3
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Name of Decedent:
CERTIFICATION OF NOTICE UNDER RULE 5.6la)
VCLIL\ ~. !dllc,O<i
Date of Death:
S 3-od
Will No.
:)00;)
006o::J
Admin. No.PA (\) 0
:J. t - 0::2 fH50d
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rnles was
served on or mailed to the following beneficiaries of the above-captioned estate on C; _::;!., . 0 ;:;;
Name
Address
YrL--h-;c. (C~ ~ _ De.+e.s
InlbS{::>,nc I-Lt(f,d. Duncc",,,c,, I:A lio.;1o
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
S-d-1.0;)
ij7h/NA tl H-f--u -'-'
Signature
Name p~"c\c,- R _ L:::>e:-\ers.
Address ~ Cue::=; ?-,<\€- ~-\\ ( ~ ~d .
Du--,c c.n<'\O<'\ I ]:::A ~ I 0 ''::;;' 0
Telephone rill
<(~'-l- 0 llo-:;'
Capacity: /personal Representative
_Counsel for personal representative
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OF
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF
P WILSON
, Deceased
No. 21-02-502
of 2001
To the Clerk of the Orphans' Court:
Enter the c!aim of DISC0VE!': FINANCIAL SERViCES, INC
Ac~t. 6011002300519753
In the amount of
$2,890.00
, against the above entitled estate.
The decedent, who resided at 1550 WILLIAMS GROVE RD, LOT 161, MECHANICSBURG PA 17055
died on
05/03/2002
Written notice of said claim was given
to PATRICIA PETERS
(Personal Representative or counsel)
1065 PINEHILL RD, DUNCANNON, PA 17020
,if known to claimant, at
on
August 28, 2002
(Date)
I A C ~.peA--
(Cla~ ,
Address:
P.O. BOX 8003, HILLIARD, OH
43026
Claimant's Counsel
Address
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WI;'SON;P
CREDIT LIMIT:
CREDIT AVAIL:
5300
2409
PAYMENTS AND CREDITS
AWARD & REBATE CREDIT
OTHER/MISCELLANEOUS
CARDMEMBER STATEMENT
CLOSING DATE: 04/17/02
VIEW DATE: ~ / Q2
PAYMENT DUE DATE: 05/16/02 PREVIOUS BALANCE:
MIN PAYMENT DUE: 58.00 PAYMENTS/CREDITS: _
AMOUNT PAST DUE: 0.00 PURCHASES/MISC: +
CASH ADVANCES: +
BALANCE TRANSFERS +
FINANCE CHARGES: +
NEW BALANCE:
09:15:27
04/15 PAYMENT - THANK YOU
03/18 CASHBACK BONUS CREDIT
04/17 DISCOVER ACCOUNTGUARD
877-883-1959
F9-PREV FI0-NEXT FII-VIEW DETAIL
MSG: LAST PAGE OF THE STATEMENT
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08/29/0
2929.01
61.36
22.65
0.00
0.00
0.50
2890.80
60.00-
1.36-
22.65
FS-CBB F'6-FC
FI3-MSG FI4-ADJ FI5-REPRINT
SEP-e6-e2 le:46 AM
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CERTIFICATION OF NOTICE UNDER RULE 5.6ial
Nalllt"' of DCI..'t'denl'
IJc....11 I F.
,,.) ,I Sn,....
-
Date of Dealh:
5 - 3. 0;)
WiIIN(I, ._...._~OO;;J- 00'50:=2
Admin. No. _PA l)D. ~ I . O:J - OS().:J
To thL' RL'gnHcr:
I c.~iI> Ihul n(llke of (benelldal interest) estate admfnistra~on required by Rule 5.6(a) oflhe Orphan,' Cou~ Rule, was
sef\'~u un ur mailed to the following beneficiaries of the above~{'aptionC'd estate on 5 .:;, _ (j :;;
~il!n~
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101.S Pine !-1;Ll Krl h",.,~r,<'lhOt7 PA 170'2~
NOlkc hu'l now hccn given to all personli entilled thereto under Rule 5.6{a) excepl
DUll:;
,1:3.:.;>2:: 0 c;J
,a/t~(~A.Ii. JDrl,.u.
Signalure
Name 1-. ..
\-"'li4.( It'" r..
I=LPL-I E' ,... ~
Address IOI.c; ()ine H.1I Kd.
'[')1 ,,,(.,-,.....,-,""'7 I "pt\ 11070
Telephone 1/11
<i'3lj- DI" 3
CapaeilY: .,/ PeN,"a' Repr.,.nlaliv.
/)-//;;'~Il
_Counsel for personal reprcscnlative
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: 'p CLLL\
Date of Death: 5-3'0;:>
Will No. ;;;l 00;;) - Co 5 o;;:t
cc... Jilll Sor-,
Admin. No.PA .rue. ~('O;;;'OS0::2
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 No '<.
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: 1.()~eN S1Cc..R" ;<;~-)"'/.J.
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
Date:
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.
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S ~gna lure
P/Z:/r/cl .('~ /9 4/<".s
Name (Please type or print)
9- 5'0';;;
/CY""s- 4,?{'" /'/;/{ 'fid.
Address
1.7/7 I f3<1- CIC,..3
Te 1. No.
Capacity: ~rsonal
Representative
(MAH: rmf/ AM3)
Counsel for personal
representative
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
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55:
-A'-f~/c,c..... 19~&:z'eGS .._______~~_
being duly SWo.--,., ----._ according to law, deposes and says that She IS "ckt"cl.-clrIX__
~-------. --------.--.--.--.- of the Estate of ~~l.L./ E. b),IS~"7
late of L!:J'f;D. l#i1llj...I1'1S tf:'--ol.Je ~.-lJJa:.l1A:2li:~~ Cumberland County, Pa., deceased and that the
within is an inventory made by -.L~'.c.LL...._/'9.. ~";t':'".$.__ ____..____, the said E)/tec'-'-.-/rix.
of the entire estate of said decedent, consisting of all the personal prop.rty and real estate, except rea' 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.
and subscribed before me,
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Address
Date of Death ---- ~ --------- -L"ZZ1,'";!(------
~ OD .:<
Year
,. An inventory must be filed within three months after appointment of persona' repre,entative.
2. A ,upplement inventory mu,t be filed within thirty day' of di,covery of additional a..ets.
3. Additiona' ,heets may be altached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
INSTRUCTIONS
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-Inventory of the real and personal estate of
fEu/ r. 1I//6oAl
deceased
e.hec.kl.vt f.!U(Jr.I",rr~
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fl<.'I'Ml.--ry :J:N6//t?/T,Jc.G 1?eF//N>>
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/t)S .:5h,4.lle.5 ;ORVbe.AJ1'ili I .1~6K (Sell f'JoT.CtJ",;4er~D)
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128.0601
11-105-1 d-.. ~~
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
I-Z I." C
I"L) i I ('1 '-
l!:l DATE OF DEATH (MM.DD.YEAR) DATE OF BIRTH (MM.DD.YEAR)
~ 05-D3 - ~OO;J O~ .(:::/ - lq33
W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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!Kl1, Original Return
o 4, limited Estate
o 6. Decedent Died Testate !Attad1!XJ1lyofWillj
o 9. litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (dale ofdea(f1 alter 12-12-82)
o 7. Decedent Maintained a Living Trust (AttaC\1 copy o(Tl\Isl)
o 10. Spousal Poverty Credit (<la/lOci de.sth bet\\leen 12<~1-91 aM 1-1-95\
OFFICIAL USE ONLY
fiLE NUMBER
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COUNTY CODE YEAR
5.Q..2..__
NUMBER
SOCIAL SECURITY NUMBER
l'lIO ~(p
&00::'
THIS RETURN MUBT BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (dale of dellt\1 priOfto 12.13-82)
o 5. Federal Estale Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) {Attadl$cll0)
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NAME PM ('.
FIRM NAME (IIA~)
COMPLETE MAILING ADDRESS
(I)
(2)
(3)
(41
(5)
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1. Real Estate (Schedule Al
2. Stocks and Bonds (Schedule B)
l Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Noles Receivable (Schedule DJ
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & MisceJJaneous Non.Probate Property
(Sche<lule G or L)
8. Total Gross Assets (lotal Lines 1-7)
R Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage liabilities, & Liens {Schedule I}
11. Total Deductions (tota/lines 9 & 10)
12. HetValue of Es.tate (line B minus Line 11)
13. Charitable and Governmental BequeslsfSec 9113 Trusts for which an election to tax has not been
made (Schedule J)
:;;l,5tY).c>o
-0
'0
3'5?lf.31
(6)
<- 0
(7)
- '0-
(9)
(10)
3 :::210.5.;:::1
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5, ~[)O . <...,:2
14. Net Value Subject to Tax (line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15, Amount of Une 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
xo_ (15)
16. Amount of Line 14 taxable at lineal rate
x.0_(16)
17. Amount of Line 14la)lable at sibling rate
x .12 (17)
18. Amount of line 14 taxable at collateral rate
x .15 (16)
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
bi'FICIAL [.1St-ONLY
8
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(11)
(12)
(13)
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14
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(14)
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(19)
Decedent's Complete Address:
I '""''''"'
CITY
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I ZIP
Tax Payments and Credits:
1. Tax Due (page 1 Une 19) (I)
2. Creditslpayments
A. Spousal Poverty Credit
8. Pnor Payments
C. Discounl
Total Credits (A + B + C) (2)
3. InteresUPenalty if applicable
D.lnterest
E. Penalty
TotallnteresUPenalty ( D + E ) (3)
4. If Une 2 is greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT,
Check box on Pagel Line 20 to request a refund (4)
5. if Line 1 + Une 3 is greater than Une 2, enler the difference. This is the TAX DUE, (5)
Ves
...................................0
...........0
.........0
.....,...0
.0
.,........,.0
..........0 ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
1. Did decedent make a lransfer and:
a. retain Ihe use or income oflhe property transferred;....... ....................
b, retain the right to designale who shall use the property transferred or its income; .. .
c. retain a reversionary interest; OL.. .w.. .. ......... . ........................... ...................".. .
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 decedenl 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? ............................. . ...... .... ..... ..P..........
No
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8. Enter the total of Une 5 + SA. This is the BAlANCE DUE.
(SA)
(58)
A. Enter the interesl on the tax due.
Make Check Payable to: REGISTER OF WILLS, AGENT
!tJ:"'!1.'$~.. _ _ 1 i~Jl~:mmWl
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Under penallies of peTjury. I declare thaI I have examined this relurn, including accompanying schedules andstatemenlS, and \0 the best ot my knowjedge and belief, it is true, CCl1'ec\
and complete.
Oedaflltion of preparer other than the personai repfesentallve is based on all information of whid1 preparer has any knowledge
SIGN lJ
DATE
6- - 10 ' 0.3
ADDRESS ~
I O{a ~ / toe.. II/II f<d. ;")vnc.a,-,non
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
f:>R
I/u;:; c:J
DATE
ADDRESS
:1
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rale imposed on lhe net value of transfern to or for Ihe use of the sU['living spouse is 3%
[72 P.S. 99116 (al (1.1) (i))
For dates of death on or after January 1, 1995, the tax rale imposed on the net value of transfern to or lor the use of the sU['living spouse is 0% 172 P.S. 99116 (a) (1.1) (iill.
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of asse1S 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 rate imposed on \he net value of Iransfers from a deceased chiid twenty-one yearn of age or younger at dealh to or for \he use of a natural parent, an adoplive parent,
or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)J.
The lax rale imposed on the net value of transfers to or for the use of the decedent's lineal beneficianes is 4.5%, except as noted in 72 P.S. 9911611.2) 172 P,S. 99116(a){111.
The tax rate imposed on the net value of transfers to or for the use oj the decedent's sibiings is 12% [72 P.S. 99116(a)(1.3)). A sibling is defined, under Section 9102, as an
individual who has al leas! one parent In common with Ihe decedent, whether by blood or adoption.
. """""""0 .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF -;-,
r- u..u.. l
E. Wi IsDn
FILE NUMBER
Indude the proceeds of lrogation and the date the proceeds were recewed by the estate. All property jointly-owned wtth the right of sUrYworship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRiPTION OF DEATH
1.
'5-;2l?-c>~
~.
3
J-t.
~.
~.
I.
<i(.
q
b a..l a.n.c.e. \0
1l.&>'5o.C11
,
C.11 e cle.. ~ -A. c..c.--\-.
7d~c:L
~
-.1(\=".-,..... IC>-l'
1,::l03 ;;1,
'5.:)ltc.?
'p r <-Loi. ~,-rl-. c- \ t2 ~..c '-'-^ ",L
t<~ De.f-'DS\-\ -;<e..-Cu...,cL
5.~903
3'3. DD
5.:;;l4-o'3
4::>~,1
rY) e...c:li c....LJ I" S.........cv-,c..e- ~e-" I.-.n el- l., - I I? - 0 ;2
1:;l;;l.1J,5
~O\J-I- rY'ler-no" ~ '"t(d'-<.rlcl-- \ - 'd-"d- o:;l
C\~LOCu-\ KJ.........,cL
o
l (' '-"- .,L e..n.}. ",-I "-,- "'- .
~("\ s. [..),y
'5c. Cc:>
Cl-?S_o;;;!
"5 "?;,.I t
Lj-:;l.oo
l.;l.tl(? 0;;;
lJ'''--c:le,,4', "--\
S-\ C> cJ::...
-'i.?"\-o~
? "500. 0=
TOTAL (Also enter on line 5, Recapitulation) $ ~. D (j Lj. . :3 I
(If more space is needed, Insert additional sheets of the same Size)
. )
REV-151iEX~(1-9Ii~
If$f;;r SCHEDULE'
COMMOflWEALTHOFPENNSYLVANlA DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAG L
RESIDEN] DECEDENT E lABILITIES, & LIENS
ESTATE OF""
;-'MLI E. Ij)f/son
FILE NUMBER
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
~
C-tJn1el/.5T e.abk
b i.$ c..p oJ ~ CR.ebi r C~/t.l)
No r ..5I"lte.;r /I,.s/rr",/
mer-cb t/~~..r/ti~
m fJ,JA ().tlebir ~Atlll
o trI/J i<.-hR~ {Jhl1l2d1AG/
o Pl'e( ftJe/~
fJ ,J:Z>l2e..v Pllfel f}!>.5C'C..
.s/cN~ bl1..i~le ;.)t.lMiAlt I/ome..
Ve-~z..P,J Nu/Je
SP.I./Y:
~ f9o. 00
I
~~~-~
5f.?"
1f/3.38
~ gt, jp
s-/.J'f'
,:;,y.s~
;,t6"4--. ~o
rt. I
j...,.
.3
1
.5"
(,
7
$
?
10
TOTAL (A.lso enteron lin€ 10, Recapitulation) $ dJaJ. ~~
(If more space IS needed, Insert additional sheets of the same size)
--
.
R?V-1511 EX+ (12-99) _
~:,I!t,9.
~
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
ITEM I
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
~Dll,")", b re. er) Ce I"YI e..-=l erL\ c'v, '31'1.'10
"l<.O<'"l<Ll cL S ",,-\-II ~ l..V"\e-r.....1 \-\ t:d'" e- ?, I L>;;J ,16'
B ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions A ~+er s
Name of Personal Aepresentative(s) YG 4-.1 r 'l r..
Social Security Number(s)/EIN Number of Personal Representative(s) 304 .~ I
Street Address I 0 10 S ~, (') <2- )..1, It ~oI 8tate& Zip
City b u.....t""\r r....C"'\nDr\. \-ro'd-o
Year(s) Commission Paid: ~oo3
2. Attorney Fees
3. Family Exemp~\orr. (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 ,t,oo
5, Accountant's Fees
6. Tax Return Preparer's Fees
7. 1>c..p~ o-.(;I..;"',,-r..\', S', 0.) c..l~riC-a...\ Sv-R::>\" ,,-S, 1 '53. ;; LP
I
- .{', U'"' "\ .\e,.c:.. G E..+a-.
\- D(" '" I
TOTAL (Also enter on line 9, Recapitulation) S 3,?10,~
ESTATE OF ';:;>
I 4..l,-l E', Wi [Scr,
Debts of decedent must be reported on Schedule I.
(If more space is needed, insert additional sheets of the same size \
:::4
.. .
PROOF OF PUBLICATION
State of Pennsylvania,
County of Cumberland.
Lori Saylor, Classified Advertising Manager of THE SENTINEL,
of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of
general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th,
1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice
or publication attached hereto is exactly the same as was printed and published in the regular editions and
issues of THE SENTINEL on the following dates, viz
Copy of Notice of Publication
~!JllI!g;
letters Testamenta on
the Estate of PAuL E
.}V'LSON. lale of Monr~e
C Ownshlp, Cumberland
~unty, Pennsylvania
eaSed, have been'
g.ranted to the under-
SIgned.
A" ~rsons Indebted fo
said Estate are
reqUested to make
'mmedla~ payment and
those haVIng claims wilf
present !hem for
settlement to;
Patricia A. Peters
o 1065 Pine lilll Road
~MOn. PA 17020
June 5, 12 & 19,2002
Affiant further deposes that he is not interested in
the subject matter of the aforesaid notice or
advertisement, and that all allegations in the
foregoing statement as to time, place and character
of publication are true.
~~j~OA~
June 19, 2002
Sworn to and subscribed before me this
day of June, 2002.
o c~tJ.a VI
Notary Public
12th
~t-~1
My commission expires:
NOTARIAL SEAL
SHlAlEY O. DURNIN, Notary Pub,c
CaIIIle Iloro., Cumberland County
CommiMion E . es A . 9. 2003
.,~
..
-.
RETAIN THIS PORTION FOR YOUR RECORDS
~A~CE ADDRESS I BILL TO
ENTINEL - LEGAL PATRICIA PETERS
P.O. BOX 130, CARLISLE, PA 17013
AD NUMBER T CLASS SALESPERSO~ BilliNG DATE LINES
224541 10 PUBLIC NOTICES c31 06/19/02 19
AD DESCRIPTION START DATE STOP DATE
ESTATE NOTICE LETTERS TESTAMENTARY 06/05/02 06/19/02
PUBliCATION INSERTIONS RATE NET AMOUNT GROSS AMOUNT
3 THE SENTINEL - LEGAL 3 LGL 61.56
TOTAL AD CHARGE 61. 56
3 2002 PROOF OF PUBLICATION 01PRF 6.35
PREVIOUSLY PAID -67.91
DAYS RUN
PURCHASE ORDER PAY THIS AMOUNT .00 .00*
Paul E. Wilson
. AFTER 07/19/02
MESSAGE,
Thank you for advertising with The Sentinel.
Deadlines for in-column legal advertisements: Monday is Friday at
11 a.m.; Tuesday is Friday at 4 p.m.; Wednesday is Monday at 12 Noon;
Thursday is Tuesday at 12 Noon; Friday is Wednesday at 12 Noon; Sunday
is Thursday at 12 Noon.
If you have any questions regarding your Legal bill please call
Lori Saylor 243-2611 ext. 201
Fax your legals to 243-3754, attention Lori Saylor
You can also EMAIL yourlegaltoClassifiedads:ads@cumberlink.com.
Please send a cover letter including your name and address as an attachment
DETACH AND RETURN THIS PORTION WITH YOUR PAYMENT
THE SENTINEl - LEGAL PIE W"l
POBOX 130 CARLISLE PA 17013 au . 1 son
. .
AD NUMBER ClASSO START DATE STOP DATE
224541 PUBLIC NOTICES 06/05/02 06/19/02
AD DESCRIPTION BILLING DATE TELEPHONE NUMBER
ESTATE NOTICE LETTERS TESTAMENTARY 06/19/02 717-834-0163
GROSS AMOUNT OF
.00
DUE AFTER 07/19/02
TOTAL AMOUNT DUE
.00
ENTER AMOUNT ENCLOSED
PATRICIA PETERS
1065 PINE HILL RD.
DUNCANNON, PA
1,"11I".111.""\,111.,,11,,,\
17020
20200000002245410000000000000000000000000000009
r7.. ' ..
RONALD C.L SMITH FUNERAL HOME
325 N. HIGH ST.. DUNCANNON. PA 17020
PHONE 717-834-4515
FUNERAL OF
Paul F
Mav 6.
May 18. 2002
Wil<nn
2002
Services of Funeral Director and Staff ......................................................................................
Transfer of Remains to Funeral Home Local ............................................................................
Embalming or Other Specialized Treatment ..............:..............................................................
Dressing and Casketing ................................................................ ................................ .............
Cosmetics and Restorative .................................................................. ............ ..........................
Extra Charge Autopsied Cases ..................................................................................................
Hairdresser.................................................................................................................................
Use of Facilities and Funeral Director Services for ViewinglVisitationIWake .........................
Use of Facilities and Funeral Director Services for Funeral CeremonylRitelService...............
Use of Facilities and Funeral Director Services for Memorial Service ....................................
Use of Equipment and Funeral Director Services for Graveside Service .................................
Hearse (Casket Coach) - Local..................................................................................................
Limousine (Local) .............................................. ................. ......................................................
Famil y Car (Local) ....................................................................................................................
Flower Car or Floral Disposition or Handling (Local) ..............................................................
Lead Car/Clergy Car (Local) .....................................................................................................
Charge per Mile after a Mile Radius ......................................................................
Charge per Mile after a Mile Radius ......................................................................
Casket............p.r..~.p.~.i.~...........................................................................................................
Outer Burial Container. .JI.l'llpil.i d................. ................... .....~............... .......... ........................
Tent at Cemetery.................................................... ........................... .........................................
Lowering Device! Artificial Greens .......................................:............................ .......................
Service Charge by Vault Company ............................................................................................
Acknowledgment Cards .......2.5.................................... ............................... ..............................
Register Book........................................................................................ ....................... .............
Memorial Folders per ~ ...................................................................................................
Prayer Cards per _ ...........................................................................................................
Temporary Grave Marker................................................................. .........................................
Burial Clothing .............................................................
Burial Clothing ....................................... .......... ............
Burial Clothing ............................... ..............................
Forwarding of Remains to Another Funeral Home ...................................................................
Receiving of Remains from Another Funeral Home .................................................................
Immediate Burial (No Rites or Ceremonies) .............................................................................
Direct Cremation .................................................................................. ................. ....................
Crematory Charges .......................................................
Cemerery Charges Prepa i d .........................................................
Newspaper Notice Pa tri at News ........................................................
Airfare
12.......................................................................
Certified Copies of the Death Certificate Copies .......................................................
Flowers Casket Spray - Duncannan a.QU.qUe.t........................................................
Flowers Hi nge Spray
Cemetery Lot
Clergy Rev. Rogf'r Wnmpr
Alternative Container
TOTAL
900.00
50.00
300.00
:J5.00
~~ nn
150.00
175.00
100.00
50.00
5.00
15.00
32.00
116.?5
24.00
159.00
1 ~ qn
100.00
~ab<::.15
O\"::.:z
-
r . ....
RECEIVED PAYMENT by check in the amount of $100.00 from Cumberland Co. as
Veteran's burial allowance, May 18, 2002. BALANCE DUE $2162.15 ~~C;(~
RECEIVED PAYMENT by check in the amount of $2162.15 Signed Patricia A. Peters,
Executrix, June 3. 2002. PAID IN FULL. THANK YOU'R@,Jd,tot. -6.ab
~
~K
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
'j) c...u.-' [. l.ilt! s <> "
'5 - 3 Od.
Date of Death:
Will No.
;) I - 0;1. '50 d.
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1.
State wbether administration of the estate is complete:
Yes l,./'" No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No.1 is Yes, state the following:
a. 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
Date:
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.
,/,g". . C. /?t;-_
Si{Jnature
i~7'r,c-/'c...... /7. a..-f~r.s
Name (Please tYP~or print)
/ {)(p '5 Ant'::.. 1/; /( 1::d.
DU/lr' ,.,~ 17ex, j::;q nCl d D
Address .
~-13 tJ...3
,c",
,...,
::r
C"")
0...
,.,(
CL
C"")
~
;;;:
:>::
j)
. .0
". 1=
J")=
:36
(717) 57/. 9s/D7
Te 1. No.
~personal Representative
?6
a:
13
Capacity:
(MAH:rmf/AM3)
Counsel for personal
representative
\ //
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-lS47 EX AFP (Ol-O~)
'03
JUf,J 20
[i1'1
.1:1
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
:-,:9 COUNTY
ACN
06-16-2003
WILSON
05-03-2002
21 02-0502
CUMBERLAND
101
PAUL
E
,Lj
PATRICIA A PETERS
1065 PINE HILL RD
DUNCANNON PA
L
1 7 Pl? ,q.,
Amount Remitted
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 ~
iiE:V=is4TEx--AFP--ciil-=ii3Y-NiiYicE--oFiiiHERTrAircE-YAx-A-PPRA-isEi'-ENT~--AiXowAircE-o-R-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WILSON PAUL E FILE NO. 21 02-0502 ACN 101 DATE 06-16-2003
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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. JointlY Owned Property (Schedule F)
7. Transfers (Schedule G)
(l)
C2}
Co}
C4}
C5}
C.}
C"
.00
2.500.00
. 0 0
.00
3.584.31
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
..
Total Assets
C.}
6,084.31
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
C9}
(10)
3,270.52
10.
lL
12.
13.
14.
Net Value of Tax Return (12)
Charitable/Governmental BeQuests; Non-elected 9113 Trusts (Schedule J) (13)
Net Value of Estate SUbject to Tax (14)
5.800.62
<1lJ
Q.071 1 G
2,986.83-
.00
2,986.83-
NOTE:
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15)
(16)
(7)
(8)
.00 X
.00 X
.00 X
.00 X
00
045 =
12
15
(9)=
.00
.00
.00
.00
.00
PAYMENT RECEIPT DISCOUN I (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-}
.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN tl, 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 INSTRUCTIONS.)