HomeMy WebLinkAbout02-0597Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Fctata of RALPH J05EPH PERRY
also known as
Deceased
Kathy J. Perry
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW:)
A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut
the Decedent, dated and codicil(s) dated
No. z~-oz-~g~
Social Security No. 035-40-3633
named in the last Will of
State relevant circumstances, e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents
offered for probate: was not the victim of a killing and was never adjudicated incompetent:
B. Grant of Letters of Administration
(c.t.a.; d.b.n.c.t.a; pendente liter durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and
heirs:
or principal residence at 32 Derbyshire Drive, South Middleton Township, Carlisle, PA 17013
(list street, number, and munlapallty)
Decedent. then 44 years of age, died 05/29/2002 at Harrisburg Hospital, PA
(Location)
Decedent 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:
17,605.00
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of
letters in the a ro riate form to the undersi ned:
Si nature T ed or tinted name and residence
~ Kathy J. Perry
~~~~ ~~;~ j~~~~.- _ 32 Derb shire Drive, Carlisle, PA 17013
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Prepared by the Pennsylvania Bar Association Form RW-~ (1991)
......~ .__.__ __c....-.~....1.. l~DC..clnm~ Inn
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last family
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
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 representative(s) of
the Decedent, Petitioner(s) will well and truly administer the estate according to law.
j' ~~
Sworn to or affirmed and subscribed :~rir'l
Kathy J.! err
~~
before me this 27thday of
JUNE 2002
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For the Register
No. ~,1~ V ~~ ~~~
Estate of RALPH JOSEPH PERRY Deceased
Social Security No: 035-40-3633 Date of Death: 05~29~2002
AND NOW, JUNE 27 2002 , in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~ Testamentary OX Of Administration
(c.t.a.; d.b.n.c.t.a.; pendente liter durante absentia; durante minoritate)
are hereby granted to Kath J . Perr
in the above estate and that the instrument(s) dated
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters . $ 50.00
Short Certificate(s). $ 18.00
Renunciation. $ Attorney: Shelly J . Kunkel , Esquire
Affidavits ( ) $ I.D. No: 64485
Skarlatos & Zonarich LLP
Extra Pages ( ) . $ Address: 204 State Street
Codicil . $ Harrisburg , PA 17101
JCPFee. $ 5.00 Telephone: 717233-1000
Inventory. $
Other $
TOTAL......... $ 73.00 filed 6-27-2002 mailed to atty 6-27-2002
o.o.,o.A~i h~ me Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991)
~~~ This is to certify that the information here given is correctly copied from an original certificate of deathduly filed with me as
Local Registrar. The original certificate will be forwarded to the Jtate ~~ital Records Office for permanel~r filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
t'rr Yor dais certif(c~re. $2.00
P 8319721.
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REGISTRAR'S SIGNATURE AND B A
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CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: RALPH JOSEPH PERRY
Date of Death: May 29, 2002
Will No. 00597-2002
To the Register:
I certify that Notice of Estate Administration required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to
the following beneficiary of the above-captioned Estate on July 9,
2002:
Name
Kathy J. Perry
Address
32 Derbyshire Drive
Carlisle, PA 17013
Notice has been given to all persons entitled thereto under Rule
5.6(a) .
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Dated: July 9, 2002 Signature ~~--~~`'~t~`~~--4~~~t~-~= t_ _
Name: Shelly J. Kunkel, Esquire
Skarlatos & Zonarich LLP
Address: 204 State Street
Harrisburg, PA 17101
=- Telephone: (717)233-1000
Capacity: Counsel for Personal
Representative
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of PERRY, RAI,PH.i. No. 2l - 2002 - 0097
__ _
- - --
also known as Date of Death 5/29/2002
-- _ -. __
Deceased Social Security No. 03~-40-3633
Kathy J. Pcrr~-
The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory
include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania of
said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the
Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that
which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true
and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904
relating to unsworn falsification to authorities.
Attorney: Shelly T Kunkel
LD. No.: 6448
___
__
Address: 204 State Street
f Iarrisburg, P/\ 17 l0 l
Personal Representative
/7
Signature: f~ •~ ~ ~ _
Kathy T.~p~,-~ =~ ~<
Signature:
Signature:
Address: 32 Derbyshire Drip e
Carlisle, PA 17013
Telephone (717) 233- l 000 Telephone: i ,. 7 - ~ G _, <:
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Dated: _~ - ,~ ~, ~;•
Personal Property
Marsico Funds Account No. 400708392-00 (per ~~eritication letter attached hereto as Schedule E)
First Conunand - DS1' Account No. 7029415768 - 1 1 1.070 Shares ~a~, $11.98 (per verification
letter attached hereto as Schedule F.)
KS [m~cstments Account No. 474010 (her verification letter attached hereto as Schedule h,)
The Vun~uard (~r~x~h - health Care Fwld Account Nv 099193x4928 - 19.028 Shares'rt $1 16.~i4
(her ~~crilicatic»~ letter attached hereto as Schedule L:)
T. Ro~ye Price Services, Inc. -New Era Account No. 41000 0017-4 - 16.364 Shares r"~~, $24.49
(her ~~eritication later attached hereto as Schedule E)
Seahurl~ & Smith -Certificate No. 04047-002 1 976 -refund ot~ unwed premium
Total Personal Property
l 29.06
1,330.62
l I.2~ 1.97
~ X23.2
400J~
3.66
S 1 x,339.29
(Attach additional sheets if necessary) Total Personal Property and Real Estate SIS,339.29
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SKARLATOS & ZONARICH LLP
204 STATE STREET
HARRISBURG, PA 17101
ACN
ASSESSMENT
CONTROL
NUMBER
fold
ESTATE INFORMATION: ssrv: 035-40-3633
FILE NUMBER: 2102-0597
DECEDENT NAME: PERRY RALPH JOSEPH
DATE OF PAYMENT: 09/27/2002
POSTMARK DATE: 00/00/0000
couNTY: CUMBERLAND
DATE OF DEATH: 05/29/2002
AMOUNT
101 ~ S 12.76
TOTAL AMOUNT PAID:
REMARKS: SKARLATOS & ZONARICH LLP
HAND DELIVERED
SEAL
CHECK# 4774
INITIALS: SK
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REV-1162 EX111-961
NO. CD 001663
S 12.76
REGISTER OF WILLS
REV.l500EX+(6.(lOJ
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
/7-?~ -~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 290601
HARRISBURG, PA 17128-0601
21 2002 00597
COUNTY CODE YEAR NUMBER
--.--SOCJAL::;I;;:CURII Y NUM8EK
-------:uECED8\lT'SNAlYfETEAt:>I ,f-IRSI AND'M1UULI;;: INI1IAL)
PERRY. RALPH J
035-40-3633
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DATE OF DEATH (MM-DO-YEAR)
,
105/29/2002 12/2311957
) ~FAPPLlCANEfBURVl\lINli ::;I-'UU::;I;;: ::; WAlI;'E t LA::; I, 1-11-<::; I ANDlVl1DDLElJ\ITTJJI.I:f--
DATE OF 8tRTH'(MM-DD-YEAR)
--4
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THIS RETURN MUST BE FILED iN DUPLICATE WITH THE
REGISTER OF WILLS
::;UClAL ::;t:CUI-<II Y NUMI:!t:R
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, PERRY, KATHY J
. 18 Original Return
I 0 4 Limited Estate
5 Federal Estate Tax Return Required
o -2~---Supplemental'Reiuj-n'-
O 4a. Future Interest Compromise (date of death
after 12-12-82)
i 0 6 Decedent Died Testate (Attach copy 0 7. Decedent Maintained a Living Trust (Attach
I of Will) copy of Trust)
~D 9 LitigatIOn Proceeds Received 0 10 Spousal Poverty Credit (date of death between
123191and1195)
n;~ S~c:.noN MuST BE c.~PlE:-rEo. filil:_ Cl:iR.R!SPONDEflCE AUll.c.cm.F1DENfIACfjj;XIN"ORMJiifiONSHOlll~ SEOlR~'rE~TO'
"Y1l:: -ICOMI-'LI;;: II;;: MAILlNG-AUUI-<I;;:::;::;
I 204 State Street
_I HOlTlsburg,PAl7101
3. ~t:'rll<llrIUer r--.:etum.(ttawClldi'!'ath'prtortoIL-,3C82)
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8. Total Number of Safe Deposit Boxes
o 11 Election to tax under See 9113(A)(AttachSch0)
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Shelly J Kunkel
fJfmN~F[lTapplkabler - --- --
Skarlatos & lnnarich 1 J ,P
TELEPHONE NUMBER
717/233-1000
1. Real Estate (Schedule A)
2 Slocks and Bonds (Schedule B)
3 Closely Held Corporation, Partnership or SoleMProprietorship
4. Mortgages & Notes Receivable (Schedule D)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
None-;
None
None
None
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule 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)
3,79759
15,33929
1.221 54
18.391.18
(8)
34.95201
(9)
(to)
10 Debts of Decedent, Mortgage Liabilities, & liens (Schedule I)
16.37544
11 Total Deductions (total Lines 9 & 10)
(1t)
20.171 01
12 Net Value of Estate (Line 8 minus Line 11)
(t2)
14.778n
i 13 Charitable and Governmental Bequests/See 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)
(t3)
(14)
14,778 98
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
0.00
12 76
12,7(,
20 0
CH C RE I A E Q ESTING F 0 OVER YMENT
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Copyright 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6.00)
Decedent's Complete Address:
32 Derbyshire Drive
CITY.
Carlisle
- . STArE
PA
zrp 1701l
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
12.76
Total Credits (A + B + C)
(2)
0.00
3. Interest/Penalty if applicable
o Interest
E. Penalty
TotallnterestlPenalty (D ... E)
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
5 If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE
A Enter the interest on the tax due.
B Enter the total of Line 5 + SA. This is the BALANCE DUE.
(3) 0.00
(4)
(5) 12 76
(SA) -----
(58) 12.76
--..
Make Check Payable to. REGISTER OF WILLS, AGENT
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Did decedent make a transfer and: Yes No
a retain the use or income of the property transferred;
b retain the right to designate who shall use the property transferred or its income;.
c. retain a reversionary interest; or..
d. receive the promise for life of either payments, benefits or care?..
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.
3 Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.
4 Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?
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UnClerpenalties of perjury I declare "thai 1 nave examinea-inis-relliin, includingaccompanyingschecfufes and stalemenrs: aiioI6Ihe-5esrormy'-knowTeageiilal5eflef,il isirue, coiieCtancf"compleie
Declaration of preparerother than the personal representative IS based onall information of which preparerhasanyknowledge
SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN ----ADDRESS
s~m!~$f~"",o,u,,,
DATE
32 Derbvshire Drive
Carlisle:PA ] 70] 3
q~,,27--d2
----!'I.OORESS
-------o-ATE
...... EOFPRE?ARERJJER~"NREt'r-.;t::"'C'~ll-\llvt::-
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ADDRESS
- "DATE
204 Slale Slreel
Hamsburg, PA 17101
9- ).70)...
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 39116 (a) (1,1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S, 39116 (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 P_S, 39116 (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. 39116
12) [72 PS S9116 (a) (1)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 ,So 39116 (a) (1.3)]. A sibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
'.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE"OF ,------.-.
PERRY. RALPH J
I FILE NUMBER
21 - 2002 - 00597
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
I
DESCRIPTION
VALUE AT DATE
OF DEATH
-- ---n906
Marsico Funds Account No. 400708392-00 (per verification letter attached henito as Schedule E)
2
First Command - DST Account No. 7029415768 - 111070 Shares la, $1198 (per vcri!icatlOnletter attached
hereto as Schedule E)
1.3311.62
3
RS Im'cstmt:nts Account No. 474010
11,25197
4
Thc Vanguard Group - Hcalth Care Fund Account No. 1199193H4928 - 191128 Shares $116.H4 (per
verification letter attached hereto as Schedule E)
2.223.23
5
T. Rowe Price Services, Inc. - New Era Account No. 4100050017-4 - 16.364 Shares riP $24.49 (per
vcrilicatiol1 ktkr attached hcn.::to as Scht.xiulc E)
4011.75
6
Seabury & Smith - CeIii!icate No. 04047-0021976 - refund of unused premium
3.6(,
TOTAL (Also enter on Line 5, Recapitulation)
15,339.29
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
PERRY, RALPH J
SCHEDULE F
JOINTLY-OWNED PROPERTY
,
~
1
: FILE NUMBER
21 - 2002 - 00597
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
^ Kathy J. Pen!'
SURVIVING JOINT TENANT(S) NAME
ADDRESS
B .kannc C. Neidert
JOINTLY OWNED PROPERTY
32. Iierliyshlre Drive
CarlI,le. P A 17013
206 Ha)'licld Drive
Wrlmington, NC 2g41'-8712
RELATIONSHIP TO DECEDENT
Wife
M()thcr-in-La\v
ITEM : LETTER !
NUMBER IFOR JOINTI
. TENANT ,
. __j____L.
I A 06/2911982
'In-~I~d-~-:a-:~ -o;:~c~:~~t~t~~ ;n:U~~::ount number or D-~~~ OF DEATH -~~~ts j' DA~~~0ED~:TH
similar identifying number. AttaCh.d~~~for jOintl~-hel~~~al estate. VALUE OF ASSET INT~R~~T~ECEDEN~_'~ IN~_~_RE_ST
Members 1st Federal Credit Umon Checking Account 3.151.98 33J3%, 1,050.55
No. 30347-11 (per veritication letter attached hereto as
Schedule E)
DATE
MADE
JOINT
2
A
O()/29!l982 Members 1 st Federal Credit Union Chl:cking Account
No, 30347-11 (accrued interest to DOD per verification
letter attached hereto as Schl:dule E)
3
AB
12/20/19gg Members 1st Federal Credil Umon Regular Savings
Account No. 30347-00 (per verification letter attached
herelo as Schedule E)
12/20/1988 i Members I st Federal Credit Union Regular Savings
Account No. 30347-00 (accrued interesllo DOD per
verification letter attached hereto as Schedule E)
4
AB
5
AB
12/20119gg. Members 15t Federal Credit Umon Investment Savings
Account No. 30347-05 (per veritication letter attached
hereto as Schedule E)
(,
AB
12/20119gg Members 1st Federal CredllUnion Investment Savings
Account No. 30347-05 (accrued interesl to DOD per
veritication lett
2.49
3333%'1
,
i
(un
118.27
,
33.331%
39.42
016 3333%1
,
i
391.78' 33 33%
1
0321 ,
3333%1
005
130.5X
Oil
,
i
TOTAL (Also enter on line 6, Recapitulation)
1,221.5~
*'
PERRY, RALPH J
. SCHEDULE G
! INTER-VIVOS TRANSFERS &
_~~SC. NON-~ROBATE~?PERT~~___ ___
-I FILE NUMBER
21 - 2002 - 00597
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
filis sd,edlJie mustbe completed alld iHed if the answerle any o(qlJesticllIS-f through4 Oil -page 2 is yes.
DESCRIPTIC)N OF PR-OPERTY ---r--
ITEM : Include the name of the transferee, their relationship to decedent and the date at transfer 'DATE OF DEATH % o~ EXCLUSION
NUMBER 1 VALUE OF ASSET DECO S (IF APPLICABLE)
Attach a copy 01 the deed for real estate -I; ----18,391~,18., '~TERESTl
,-----Janus=-IRA-A6co.untNos, 203747198-& 203747197, _
trtll1~!cJTed 011 DOD tn decedent's wife, Kathy J PC1TY
TAXABLE VALUE
18,39] 18
L_
_---.l
TOTAL (Also enter on line 7, Recapitulation)
18,391.18
,~
~
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRA11VE COSTS
J
-I FILE- NUMBER---
21 - 2002 - 00597
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
PERRY. RALPH J
Debts of decedent must be reported on Schedule I.
-ITEl\r
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
B. ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
2.
Street Address
City State Zip
Year(s) Commission paid
Attorney's Fees Skarlatos & Zonarich LLP -- Shelly J Kunkel
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant KATHY J PERRY
Street Address ~2 ncrh~'shire Dri\'c
City Carlisle State P A Zip 17013
Relationship of Claimant to Decedent Spouse
Probate Fees Register of Wills
4
5. Accountant's Fees
6, Tax Return Preparer's Fees
7.
I
Other Administrative Costs
The Sentinel - Advertise Letters of Administration
2
Cumberland La\\! .TournaI - Advertise Letters of Administration
Total of Continuation Schedule(s)
. _L
TOTAL (Also enter on line 9, Recapitulation)
3,55000
7300
90.59
75.00
9.00
3,797.59
*'
Scheclde H
FmeraI Expel 1005 &
Aarillisb c1~v'e Costs continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
PERRY. RALPH J
I-FILE NUMBER -- -----
21 - 2002 - 00597
3
Register of Wills - 3 Additional Short Certifi.cates
9.00
Page 2 of Schedule H
.
SCHEDULEr
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEAL 11-1 OF PENNSYLVANIA
INHERITANCETA.XRETURN
RESIDENT DECEDENT
ESTATE OF
PERRY, RALPH J
I FILE NUMBER
, 21 - 2002 - 00597
Include unreimbursed medical expenses.
ITEM
NUMBER
I
DESCRIPTION
AMOUNT
S,7()20 I
Members First Federal CredIt -Union - Loan-Account N(),-3CTJ47-04 (balance due inclildillg $36-.64--accrueu
tInance charges per verification letter attached hereto as Schedule I)
2
Members First Federal Credit Union - Loan Account No, 30347-07 (balance due including $1.06 accrued
tinance charges per verification letter attached hereto as Schedule I)
302,H4
3
Members I st Federal Credit Union VISA CredIt Card Account No, 4287590000303475 (balance due per
veritication letter attached hereto as Schedule I)
7.3705')
-- --
TOTAL (Also enter on Line 10, Recapitulation)
16,375.~~
,~
~
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
I'I'RRY. RN.I'JI J
I FILE NUMBER
21 - 2002 - 00597
-RE"LATIONSHIP TO ! AMOUNT OR SHARE
DECEDENT OF ESTATE
Do Not LI_lit !!~stee(S) _ _______
I
NUMBER I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
--f.---1- TAXA. BLE iJlSTRIBUTIONS (include outright spousal distributions)
1 1 Kathv J Pen,
132 DerbyshiI:e Drive
Carlrsle.PA 17013
Wife
IEnt,re Estate Residue
I
I 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
lB. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
I
1
I
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
ESTATE OF RALPH J. PERRY
FILE NO. 21 - 2002 - 00597
INHERITANCE TAX RETURN - SCHEDULE E
~
MARSICO
FUNDS'
Helping you appreciate life
July 16,2002
SHELLY KUNKEL
204 STATE ST
HARRISBURG PA 17101
RE: Marsico Funds
400708392-00
Dear Ms. Kunkel:
We received your instructions to get information on the above-mentioned account. Here 1'5 the information
you requested:
1. 40/400708392-00 - Account number
2. Ralph J. Perry - Name on the account
3. November 12,1999 - Date account opened
4. The account did use automatic deposits
5. Dale of death value: $129.06
6. None - Interest Paid
7. None - Interest accrued
Also the following are the instructions needed to re~register the account:
/
v' Signature Guaranteed letter of instruction signed by the executor, administrator or personal
representative of the shareholder's estate. A Signature Guarantee may be obtained from a member of
the National Securities Exchange. a U.S. commercial bank or trust company, or a federally chartered
savings and loan or other eligible guarantor institution. (Please note- a signature from a notary public
is not acceptable) requested
cl. Certified copy of the Letters Testamentary showing the appointment of the
executor/administrator/personal representative (Photocopies are not acceptable) requested
'-'" Certified copy of the death certificate (Photocopies are not acceptable) received
. Completed W-9 form, with the estate tax identification number listed for the estate account requested
... COD.lpleted new account up(Jiicalion jf the executor, administrator or personal representatlve ot the
~ shareholder's estate wishes to establish.a personal account with the Marsico Fund requested
r -'..-- ~Y\LL~l... v,,(Jr-t/~lLl~')u:~ t.',u'{ u:,~~-Alt../l.- 15' U;jy ~ c<.~_~,
"j,Uw;V.- I P ,
I have enclosed a new account application along with a W-9 form. Please include all documents toeether.
As soon as we receive your modified instructions in good form, we will proceed with your transaction. A
new account application along with a business reply envelope has been enclosed for your convenience.
Please call us at 1-888-860-8686 between the hours on a.m. to 7 p.m. Central time if you have any
questions.
S~
Taki Kostopoulos
Correspondence Departmem
UMB Fund Services. Inc. as Agent for the Marsico Funds
,.,""yll'.UMill.'''!~l("
July 29,2002
Ms. Shelly J. Kunkel
Skarlatos & Zonarich
204 State Street
Harrisburg, P A 17101
RE: DST Account #7029415768 for Ralph 1. Perry
Dear Shelly,
Here is some of the information that you requested on Ralph's Fidelity Destiny I account:
I. Acct. # 7029415768
2. Name as written on the account: Ralph J. Perry
3. Date the account was established: 01119/1981
4. Whether the account utilized automatic deposits: This is a $400/month
systematic plan which has not been funded since 11/01/1999.
5. The amount in the account on the date of death (05/29/2002): 111.070 shares.
The NAV on the date of death was $11.98. Account value on that day was
$1330.62.
6. Amount of interest paid to date of death for calendar year: No capital gains or
dividends were paid into the account.
7. Amount of any interest accrued to date of death: This would have to be
determined by looking at all year end statements on this account, which we do not
have access to.
If you have any other additional questions, please feel free to give us a call at 960-0012.
Now that we have the Death Certificate and Certified Letter of Administration, we can
assist Kathy in reregistering the account whenever she is ready to do so.
~'
CYdti
Patty Ad~
Administrative Assistant to Luis A. Muniz
E'
FirstCo'!!lJ!/!!!J!.
LUIS A. MUNIZ
Registered Representaflve & Agent
401 E louther Street
Suite 222
Carlisle. PA 17(113
717.9600012 (OFFICE)
717.960 Q028\fM\
lamuniz@car,firstcommand.com
HOME OF~CE
pO Box23 7
Fmt Wocth X 76113
1_817.731.8621
1.800_4432104
www.firstcommand.com
"""\Cc>\WN3ndf"-.a"",,,,,IPlannlf1B,lnc FirstComrnandFon"ne,aIServ,ces,lnc
ill'
.' '.
i .' rf
"
THMmguardc.Rour.
SKARLATOS & ZONARICH LLP
ATTN SHELLY J. KUNKEL
204 STATE ST
HARRISBURG, PA 17101
July 18, 2002
Health Care Fund
09919384928
ESTATE OF RALPH J PERRY
Dear Ms. Kunkel:
We are responding to your letter requesting the value of Ralph Perry's above-referenced
account. As of May 29,2002, the number of shares, the price per share, the value of the
account, and the accrued dividends (if applicable) were as follows:
Fund
Shares
Price
Value
Accrued
Dividends
N/A
Health Care Fund
19.028
$116.84
$2,223.23
This account, which was opened on June 4,1998, had the Automatic Investment Plan
(AlP) but it was canceled. The total year-to-date dividends was $0.95. The account also
had year-to-date $0.07 in short-term capital gains and $7.50 in long-term capital gains.
Both the dividends and capital gains were distributed on March 15,2002. The account
was an individual account registered solely in the name ofthe decedent.
,
If you have any questions, please contact us at 1-800-662-2739. A Vanguard Associate
will be pleased to assist you.
Sincerely,
Client Services Department
kgw
50147214
JUL-24-02 09,14 PROM,U.S. ARMY WAR COLLECE
ID,7172454676
PACE 2/9
T. Rowe Price Services, Inc.
WWW.trow"prlCle,QOfT1
P.O. Box B9000
8:>"""0'.. "'0 21289-0270
4815 Palm.,. Mill Road
OINingll Mnl., MD ;21 l' i'
July 16, 200:?
Kathy J Perry
32 Derbyshire Dr
Carlisle PA 17013-9259
SUbject: Account Information
New Era F:und Account 4100050017-4
Dear Mrs. Perry:
We recently received a letter from Shelley J. Kunkel of Skarlatos & ZonarIch LLP regarding
the T. Rowe Price fund account shown above, which is registered lndivlclually to the late
Ralph J. Perry. Please accept our sympathies for your loss.
Ms. Kunkel requested that we mail her information concet'Illna the records for this account;
however, in order to do so, we must ask fOr your permission as the executrix of the estate. .
For your convenience. we are supplying you with the information Ms. Kunkel requested. If
you w01.lld like us to send this infonnalion dircc:tl.y to Ms. Kunkel, please simply send us a
signed letter of authorization in the envelope provided. Please be sure to include the above
fund name and account number and to state tbat you are writing in response to this request.
As of May 29, 2002, our records reflected the following:
Number of shares: 16.364
Price per share: $24.49
ACCOUIll balance: $400.75
Accrued dividends: N/A
TOHm2 tif.).101
FROM:U.S. ARMY WAR COLLEGE
10,7172454678
PAGE S/S
The account was established on April 3, 2002. Since that time, two transactions occurred for
the account. Specifically, on April 18, 2002, a systematic purchase in the amount of $200 was
deposited in the accounc Further, on May 20,2002, a systematic purchase in the amount of
$200 was deposited. However, as we were instructed, on lune 10,2002, we removed the
systematic purchase service.
If you have any questions, please call a customer service representative at 1-800-225-5132.
Representatives are available Monday through Friday from 7 a.m. to 12 a.m. ET and Saturday
and Sunday from 8:30 a.m. to 5 p.m. ET. We appreciate the opP9rtunity to help you with this
matter.
Sincerely,
~Ioo-~ ~ ~ -..>"'~ ~
Erin Browning
Senior Account Services Representative
Correspondence Number: 00571631
Enclosure(s): Envelope (PPD-RAS)
ESTATE OF RALPH J. PERRY
FILE NO. 21 - 2002 - 00597
INHERITANCE TAX RETURN - SCHEDULE F
SEP-27-02 11:43 AM MEM9ERS1ST Feu INS. DEPT 7177955178
P.02
MembersISl
FEDERAL CREDIT UNION
INSURANCI DEPARTM!NT
eooo Louise D~ve
P. O. Box 40
Mechlnlclburg, PA 17055
1-800-283-2328 or (717) 697-1181
III.GULAR lAVING. ACCOUNT:
Account Number/Sufflx
Date Account Opened
PrlnOlpal Balance at Date of Death
Accrued Intereat to Date of Death
Total Principal and Accrued Inlerest to Dete of Death
Inter"t eamed lrom 1/1/02 to Date of Death
Name 01 Joint Ownerl Date Joint OWnership Created
30347 -00
06/0711882
$118.27
$,16
$118.43
$1.01
Kathy J. Perry.(J6lO7/1982
Jeanne C. Neldert-1212011988
CHI!~KING ACCOUNT:
Account Number/Sufflx
Oate Account Opened
Principal Balance at Date of Death
Accrued Inter"t to Date of Oeath
Total Principal and Accrued Int.rest to Date of Deam
tnte'"t eamed from 1/1/02 to Date of Death
Name of Joint OwnerlDate Joint Ownership Created
10347 .11
08129/1982
$3,151.98
$2.49
$3.1154.47
$17.24
Kathy J. P8ITY-06/29/1982
\NVISTMINT SAVINGS ACCOUNT:
Account Number/SUffIx
Date Account Opened
Principal Balance at Date of Death
Accrued Inter"t to Date 01 Oeath
Total PrincIpal and Accrued Interest to Date 01 Death
Inter..t eamed Irom 1/1/02 to Date Of Death
Name of Joint OwnerlOete Joint OWnership Created
30347 -os
12/3111987
$391.78
$.32
$392.10
$12.57
KathyJ. perry-12/31/19S7
;reanne C. Nelden-1212O/1988
LOAN ACCOUNT:
Account NumberlSuffix
Date of Disbursement
Principal Balance at Date 01 Deam
Accrued Finance Chargee to Date of Oeath
Finance Charges Paid from 1/1/02 to Oats 01 Death
loan DescriPtion
Name 01 Co.MaKer
COllateral Securing Loan
3OU7 -04
01112/1968
$8.583.37
$36.64
$36o.el
PSL-Ilne of oredlt
Kathy J. Perry
Slgnaturel
COOl/aoWal PIedg'
Of Shar..
Page One
30347.07
09115/1999
$301.78
$1,06
$20.29
UnHcurlld
None
Signature!
Contractual Pledge
Of Sham
SEP-27-02 11:43 AM MEMBERS1ST Feu INS. DEPT 7177955178
P.03
Ralph J. Perry
DOD Value.
Page Two
VISA CREDIT CARD ACCOUNT;
Aoooun\ Number
Date Account Opened
Balance at Oat. of Death
Name of Jolnt Cardholder
Name 01 Authorlzed User
42875110000303475
01lI09/1999
$7,370.511
None
Kathy J. Perry
EDIT UNION
D lee A. Ander.
Insurance Products SUpl/rvJsor
September 27, 2002
EWI\t of: RALPH J. PEARY
Date of DNth: May It, 2002
6oo1a1 Security Number: 035-4003833
ESTATE OF RALPH J. PERRY
FILE NO. 21 - 2002 - 00597
INHERITANCE TAX RETURN - SCHEDULE 1
SEP-27-02 11:43 AM MEMBERS1ST Feu IHSa DEPT 7177955178
p.e2
MemberslSl
FEDERAL CREDIT UNION
INSURANCE DEPARTMENT
6000 Louise Dnve
P.O, Box 40
Mechanlcaburg, PA 17055
1-800-283-2328 or (71n 697-1181
It.GULAR SAVINGS ACCOUNT:
Account NumberlSufflx
Oata Account Opened
principal Balance at Dale of Death
ACcrued Inlel'881 to Date of Death
Total Principal and Accrued Inlerest to Oala of Death
Intereel Eamed from 1/1102 to Oate of Death
Name Of Joint Ownerl Date Jolnl Ownership Created
30347 -00
06107/1982
$118.27
$.16
$118.43
$1.01
Kathy J. Perry-06f07f1982
Jeanne C. N&ldert.12f2Of1988
CH.CKlNC ACCOUNT:
Accounl NumberfSutfIx
Oata Accounl Opened
Principal Bala~ at Date of Death
Accrued Interest to Date of Death
Total Prlnolpal and Accrued Inllrelt to DatI of Death
Inl8reat Eamed from 1/1102 to Date of Death
Name of Joint OWnerlData Joint Ownership Created
30347 .11
06129/1982
$3,151.98
$2.49
$3.154.47
$17.24
Kalhy J. Perry-06l2911982
INVI.STMINT SAVINGS ACCOUNT:
Account NumberlSuff/x
Date Account Opened
Principal Balance al Date of Dealh
AccI'U$d Interest 10 Dale 01 Oaath
Total Principal and AOOMld Intarest to Date 01 Deatfl
Inter..I Earned from 1/1102 to Dale of Death
Nama of Joint OwnerlDatl Jolnl Ownership Crealed
30347 -os
12/31/1987
$391.78
$.32
$392.10
$12.67
KathyJ. perry-12/3111987
Jeanne C. Neldert-12/2O/1998
LOAN ACCOUNT:
Account NumberlSuffix
Date of Dl8buraernent
Principal Balancl at Dale of Death
Accrued Finanea Chargel to Oatl 01 Death
Finance Charges Paid from 1/1102 to Date of Death
Loan Oesorlptlon
Name of Co-Maker
Collaleral Securing Loan
30341-04
01112/1988
$8,883.37
$38.64
$360.81
PSL-11ne 01 credit
Kathy J. Perry
Signatural
Ccntraotual Pledge
Of Sharal
Page One
80347 -01
09/15/1999
$301.78
$1.06
$20.29
Un_lOured
None
Signatural
Conlractual Pledge
01 Sharel
SEP-Z7-02 11:4~ AM MEMFERS1ST Feu INS. DEPT 7177955178
P...:;
Ralph J. Perry
000 Values
Page Two
VISA CREDIT CARD AOOOUNT:
AoOount Number
Date Account Opened
Balance at Data of Oeath
Name 01 Joint Cardholder
Name 01 Authorize<! User
4287190000303478
oaJ09J1999
$7,370.59
None
Kathy J. Perry
EDIT UNION
September 27, 2002
EItatt Of: RALPH J. PERRY
Data of DHth: Maya. 2002
Soolal Security Number: Q3504003833
~~- ~~ - 6
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
SHELLY J
SKARLATOS
204 STATE
HBG
KUNKEL
& ZONARICH
ST
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX RFP (01-02)
DATE 11-11-2002
ESTATE OF PERRY RALPH J
DATE OF DEATH 05-29-2002
FILE NUMBER 21 02-0597
COUNTY CUMBERLAND
ACN 101
PA 1710,1.
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -~ _____________________
-------------------------- ----------------------------------------------------------------
REV-1547 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PERRY RALPH J FILE N0. 21 02-0597 ACN 101 DATE 11-11-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
00
NOTE: To insure proper
1. Real Estate (Schedule A) (1) .
00 credit to your account,
2. Stocks and Bonds (Schedule B)
(2)
,
00
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .
0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D)
(4)
,
29
339
1 5
tax payment.
5 Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .
,
.
6 Jointly Owned Property (Schedule F) (6) 1,221.54
. (7) 18,391.18
7. Transfers (Schedule Gl 952.01
34
8. Total Assets t8) ,
APPROVED DEDUCTIONS AND EXEMPTIONS: 3,797.59
9 Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
.
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 16.375.44 03
173
20
11. Total Deductions (11) .
.
14,778.98
12. Net Value of Tax Return (12) .00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13l 14,778.98
14. Net Value of Estate Subject to Tax (14)
NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18
essed to date and 19 will
.
reflect figures that include the total of ALL returns ass
ASSESSMENT OF TAX: 14,693.90 X 00 _
- .00
15. Amount of Line 14 at Spousal rate (15) 045
00 . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) X
=
.
12 00
17. Amount of Line 14 at Sibling rate (17) 00 X
_
15
08
85 .
12.76
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .
X 7 6
12
[19)= .
19. Principal Tax Due
R
09-27-2002
/PEN PAID (-)
AMOUNT PAID
6
TOTAL TAX CREDIT 12.76
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
e vcGUUn_ SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE INFORMATION NOTICE FILE N0. 21 02-0597
BUREAU OF INDIVIDUAL TAXES AN D
DEPT. 280601 TAXPAYER RESPONSE ACN 02148142
HARRISBURG, PA 17128-0601 DATE 11-22-2002
,r
REV-1543 E% AfP (09-OD)
JEANNE C NEIDERT
206 BAYFIELD DR
WILMINGTON NC 28411
TYPE OF ACCOUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
MEMBERS 1ST FEDERAL CREDIT UNI has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy
to this farm and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of Nennsylvania. Wuestions may be answereo by calling 1717) 787-8327.
COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 3034705
Account Balance
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
TAXPAYER RESPON
NOTE: If tax payments are made within three
(3) months of the decedent's date of death,
you may deduct a 5% discount of the tax due.
Any inheritance tax due will become delinquent
nine (9) months after the date of death.
A. ~/ The above information and tax due is correct.
LJ 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or you may check box ^A" and return this notice to the Register of
CHECK Wills and an official assessment will be issued by the PA Department of Revenue.
C ONE
B L 0 CK B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
0 N L Y to be filed by the decedent's representative.
C. ~ The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART 2^ and/or PART 3^ below.
PART If you indicate a different tax rate, please state your
relationship to decedent:
T"X RETU°N - COM°UT'.~TION OF TAX ON ,!^INTJTRUS7 ACCCUI\TJ
LINE 1. Date Established 1
2. Account Balance 2
3. Percent Taxable 3 X
4. Amount Subject to Tax 4
5. Debts and Deductions 5 -
6. Amount Taxable 6
7. Tax Rate ~ X
8. Tax Due 8
PART DEBTS AND DEDUCTIONS CLAIMED
nATG PATTI PAYEE DESCRIPTION AMOUNT PAID
Date 12-31-1987
Established
392.10
x 16.667
65.35
X .15
9.80
EST. OF RALPH J PERRY
S.S. N0. 035-40-3633
DATE OF DEATH 05-29-2002
COUNTY CUMBERLAND
To insure proper credit to your account, two
C2) copies of this notice must accompany your
payment to the Register of Wills. Make check
payable to: ^Register of Wills, Agent".
Under penalties of perjury, I declare that the facts I have reported above /are true,/ correct~/,and
coop~ a to the best of ny knowledge and belief . HOME C ~ / C' ) ~ ~~o ~CP ~~ -I
~:;.n..q ~' ~~. _0 0,~ WORK (CPI(> > ~~ Sc'/., ~ ~7 Co G? I'-'~~'~<
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
DUPLICATE
KUNKEL SHELLY J
204 STATE STREET
HARRISBURG, PA 17101
ACN
ASSESSMENT
CONTROL
NUMBER
-------- fold
ESTATE INFORMATION: ssN: 035-4o-3s33
FILE NUMBER: 2102-0597
DECEDENT NAME: PERRY RALPH JOSEPH
DATE OF PAYMENT: O1 / 1 4/2003
POSTMARK DATE: 01 /02/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 05/29/2002
REV-1162EX(11-96)
NO. CD 002043
AMOUNT
02148142 ~ 59.80
TOTAL AMOUNT PAID:
REMARKS:
SEAL
CHECK# 5191
INITIALS: CW
RECEIVED BY:
59.80
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COMMCYWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE INFORMATION NOT I C E
BUREAU OF INDIVIDUAL TA;(ES AN D
DEPT. 280601
HARRISBURG, Pa 17128-0601 TAX PAYER R E S P O N S E
REV-1543 EX ~FP (09-00)
FILE N0. 21 02-0597
ACN 02148142
DATE 11-22-2002
TYPE OF ACCOUNT
EST. OF RALPH J PERRY ®SAVINGS
S.S. N0. 035-40-3633 ^ CHECKING
DATE OF DEATH 05-29-2002 ^ TRUST
COUNTY CUMBERLAND ^ CERTIF.
REMIT PAYMENT AND FORMS T0:
JEANNE C NEIDERT REGISTER OF WILLS
206 BAYFIELD DR CUMBERLAND CO COURT HOUSE
WILMINGTON NC 28411 CARLISLE, PA 17013
MEMBERS 1ST FEDERAL CREDIT UNI has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of Pennsylvania. Questions may be answered by calling (7l7) 787-M'SZ7.
COMPLETE PAP.T 1 BELOW * ~ * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 3034705 Date 12-31-1987 To insure proper credit to your account, two
Established (2) copies of this notice must accompany your
Account Balance 392.10 Payment to the Register of Wills. Make check
payable to: "Register of Wills, Agent".
Percent Taxable X 16.667
NDTE: If tax payments are made within three
Anount Subject to Tax 65.35 (3) months of the decedent's date of death,
Tax Rate X , i5 You may deduct a 5% discount of the tax due.
Any inheritance tax due will become delinquent
Potential Tax Due 9 • 80 nine C9) months after the date of death.
PART TAXPAYER RESPONSE
:::::;~A;~~~~:::::t~::::~~....~~t~.~..:.:a~.'~ :~~::~ ~:: ~ ~~~:::~ ~~;.::~~':..:~~ ...........................................................................................
A. ^ The above information and tax due is correct.
1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoid interest, or you may check box "A•' and return this notice to the Register of
C 0 N E ~ Wills and an official assessment will be issued by the PA Department of Revenue.
B L 0 CK B. ^ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
0 N L Y to be filed by the decedent's representative.
C. ^ The above information is incorrect and/or debts and deductions were paid by ybu.
You must complete PART ~ and/or PART ~ below.
ART - tats our
If you indicate a different tax rate, please s y ~::::;:;:;:;~~~~;,:,::;~:;~ :.........................:.: :::::::............:: _.....:..>. _:~~::::..._..-:,...:,- ._.:::
OC€~AIr' _s11SE'==~l~llr~=€~:~.~°.
'
`
2 - - t0 decedent:
relatlonsh3p s=i~isisi~====~~=~=~~?°==si€s:;;= :::::::::.::::€i€s::ss:€:::::
;=_~~~
ii!~s~~€
Izssiii'i~'i€=i€~~`Ai~i~;~`~NN`~~ilii~F11 ~~ ;s
TAX RE TURN - COMPUTATION OF TAX ON JCINTtTRUST ACCOUNTS 1 ~~ •:..:..
LINE 1. Date Establishe
~:::;;
2. Account Bolan "~~"
3 .
Taxable 3 X
Percent
~~~;3s~°;=;:;~:;~~~ :::::.::::::::::z:~~:•~:~:~~:~~:~~:~~:~~:~~:~~::~::;::~:~<;:?::.._ __.._ i
:~::
~
4. • ct t0 Tax 4
Anount Sub~e
.
.
€?~~~``~~`~~~~~~s~~s~~°'''?`s~~€€~~~~=s=s
~~~~~~~~
5. and Deductions 5 -
Debts ~~`~;;:;:;~~€:;:a::;:;•;z;z;:~~:~~:~~:~~:~~:~~:~~:~~::~::~::ss> ::::::..::.......:
"'""
6. Anount Taxable
~:
:
7. X
7
Tax Rate
;
:~
i'i'i"~''~~'__ _~~~~~~~~~~~~s~~~~''°_°_```~°~'__
8. 8
Tax Due
::::::
'~ iii'=i''s ~~ ! ~!~ ~ i~ iii _~ f~ 7[~ '~ °~ ~ ~~~ _~=
'`
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under penalties of perjury, I declare that the facts I have reports/d above/` acre/ true, correct and
conpl~ to the best of ny1,knowledge and belief. HOME C ~/ ~ ) C~ n t~ "~j ~Q~
~'~' L-' r ~ 4."~ WORK (C{/6 ) ~~ ~f~ .._~7 Co ~,~ ~~~
r. vn ..,rn c-rn ~wTnor TGI FP41f1NF NIIMRFR TIATF
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death
RALPH JOSEPH PERRY
MAY 29, 2002
Will No.: 2002-00597 Admin. No.:
/~~, ~..
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report that following with respect to completion
of the administration of the above-captioned estate:
1. State whether administration of the estate is
complete:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will
be complete:
3. If the answer to No. 1 is Yes, state the
following:
a. Did the personal representative file a final
account with the Court? Yes No X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans' Court and may be attached to this report.
Date: July 9, 2003
~-
,,
~~,
_.~
_.
~-,
0
Signatur
Shelly J. Kunkel
Name (Please type or print)
Skarlatos & Zonarich LLP
204 State Street
Harrisburg, PA _17101
Address
(717)233-1000
Tel. No.
Capacity: Counsel for Personal
Representative
l~-~02 "' ~ COMMONWEALTH OF PENNSYLVANIA
BUREAU of INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601 NOTICE OF INHERITANCE TAX
HARRISBURG, PA I~IZa-o6ol APPRAISEtIENT ALLONANCE OR DISALLONANCE
OF DEDUCTION, AND ASSESSIiENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS REV-1548 EX RFP (01-03)
DATE 11-17-2003
ESTATE OF PERRY RALPH J
DATE OF DEATH 05-29-2002
FILE NUMBER 21 02-0597
COUNTY CUMBERLAND
SSN/DC 035-40-3633
JEANNE C NEIDERT ACN 02148142
206 BAYFIELD DR Amount Remitted
WILMINGTON NC 28411
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETA_IN_LOWER_PORTION_FOR_YOUR RECORDS ___'~______________________
------ ---------------------------------- ---
REV-1548 EX AFP CO1-03)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 11-17-2003
ESTATE OF PERRY RALPH J DATE OF DEATH 05-29-2002 COUNTY CUMBERLAND
FILE N0. 21 02-0597 S.S/D.C. N0. 035-40-3633
ACN 02148142
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FEDERAL CREDIT UNI ACCOUNT N0. 3034705
TYPE OF ACCOUNT: ( ~ SAVINGS ( ) CHECKING ( ) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 12-31-1987
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
.00 NOTE:
Y 0.166
.00
.00
.00
.15
.00
TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
01-02-2003 CD002043 .00 9.80
11-10-2003 REFUND .00 9.80-
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND.
« DCVCQCC crnF DF THIS FORM FOR INSTRUCTIDNS. )
~°~ ~~"~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
JEANNE C NEIDERT
206 BAYFIELD DR
WILMINGTON NC 28411
DATE 11-24-2003
ESTATE OF PERRY RALPH J
DATE OF DEATH 05-29-2002
FILE NUMBER 21 02-0597
COUNTY CUMBERLAND
ACN 02148142
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ___~______________________
-------------------------------------------
-----------------------------
REV-1607 EX AFP (01-03) *** INHERITANCE TAX STATEMENT OF ACCO ***
ESTATE OF PERRY RALPH J FILE N0. 21 02-0597 ACN 02148142 DATE 11-24-2003
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-10-2003
PRINCIPAL TAX DUE:.
PAYMENTS (TAX CREDITS):
.00
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-02-2003 CD002043 .00 9.80
11-10-2003 REFUND .00 9'80
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
* IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN S1,
NO PAYMENT IS REQUIRED.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REV-1607 E% AFP (D1-037
TOTAL DUE
.00
.00
.00
.00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
vrn~ wev RF rniF s REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )