HomeMy WebLinkAbout02-0610
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OEPT. Z80601
HARRISBURG, PA 171Z8-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Durf Rosie E.
DATE OF DEATH (MM-DD-YEAR)
/7
FILE NUMBER
OFFICIAL USE ONLY
73- 7
21-02-0610
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
172-24-9147
THIS RETURN MUST BE FllEDIN DUPUCATEwt1H THE
NUMBER
REGISTER OF WILLS
SOCIAL S CURl NUM ER
o
None
None
None
None
4,540.97
None
None
4,950.31
2,599.49
x
x
x
x
.0 0
.045
.12
.15
3. datEtofdeath
. RemaInder Return prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
11. ElectIon to tax under Sec:. 9113(A)
(Attach Sch 0)
T1Ql!lstlOQi.D",.iR~1EIJ;TO(' "
60 West Pomfret Street
West Pomfret Professional Bldg.
Carlisle, PA 17013
2. Supplemental Return
48. Future Interest Compromise (date of death after 12-12-82)
7. Decedent Maintained a LIving Trust
(Attach copy of Will) (Attach copy of Trust)
o 9. Litigation Proceeds Receiv"d 0 10. Spousal Poverty Credit
(date of death between '2-~1-9' and 1-1-95)
... ..,~ut.I'."!i_DIl....I*t~ltm!K1!~:!8i
COMPLETE MAlllNG ADDRESS
4 -
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule 0)
5. Cash, Ba.nk Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non~Probate Property (7)
(Schedule G or L)
8. Total Gross Ass.ts (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabil~ies, & Liens (Schedule J) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Sub'ect 10 Tax (Line 12 minus Line 13)
Copyright (c) 2000 form software only The Lackner Group, Inc.
DATE OF BIRTH(MM~DD-YEAR)
06 18 2002
r APPLlCABL SURVtVIN
A
12 13 1929
\..AS , IRS ,AND M DOL INITIA
o s
X 1. OrIginal Return
4. Limited Estate
X 6. Decedent Died Testtlte
,,1lIlS'SlN " ~IlIi":C ..
NAME
IRWIN McKNIGHT & HUGHES
TELEPHONE NUMBER
(1)
(2)
(3)
OFFICIAL USE ONLY
(8) 4,540.97
(11) 7.549.80
(12) (3,008.83)
(13)
(14) (3,008.83)
(15)
(16)
(17)
(18)
(19)
0.00
0.00
0.00
0.00
0.00
R
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C
A
P
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A
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(4)
(5)
(6)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(aX1.2)
16. Amount of line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of line 14 taxable at collateral rate
19. Tax Due
20.
(3,008.83)
Form AEV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
-'
STREET ADDRESS
739 Sandbank Road
CITY -, STATE I ZIP
Mount Hollv Sorings PA 17065
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditsIPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
Total Credits (A + B +C) (2)
0.00
3. Interest/Penalty it applicable
D. Interest
E. Penalty
mmmmmm
TotallnterestlPenalty ( 0 + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Pase 1 Line 20 to reque.t a rolund (4)
S. If line 1 + Line 3 is greater than Line 2. enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line S + SA. This is the BALANCE DUE. (SB)
Make Check Payable to: REGISTER OF WILLS, AGENT
iiili;: ,i!l! ;;:!;:;::i:im!T:'~~li:i!~!:i: ,!!lii!mm\\I!mmmll!illllI1111iiii!i1li1illiilliiiliilillimmiill!!miiiiili1i!l!ii!illliliilil!li!111!llii!ji!ii!i!imjlmmmlll!liliili\l1:i\!!1i!!!!il!illl]:!
!!ii!i!!!t:1)li:!iii. ;":::';":';;j!l!!!1!i!!. ,,:!:!!!,. ::1:::; .Ii!!;!!!!!!:!::., \~!!!:!!:!::!::::;::;!;;', :::,!i:!i!ii!!!!!!
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Ves No
a. retain the use or income of the property transferred; ~ ~ix
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 lite at either payments, benefits or care?
2. It 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 fo( or payable upon death bank account or security at his
or her death? ..................
4~ Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? ........... . . . . . . .
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
0.00
0.00
0.00
0.00
0.00
o
o
o
[B
[B
[B
Under penalties of perJury, I declare that I have examined thili return, IncludIng accompanying schedules and statem&r'!ts, and to the best of my knowledge and belief, It 1$ true,
correct and complete. Declaration of preparer other than the personal representative Is based on alllnklrmatlon of which preparer has any knowledg..
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Mary tous ie . Dehoff
320 Mtn. View Road
. - Mo;:'nt - Hoii - - -S - ;::1n - S -,' - Pi..- - - i 7ii65 - -. -. - - - - - - --
IRWIN McKNIGHT & HUGHES
60 West Pomfret Street
-- ca.zYisie' - FoA-' - i'i6h - - - - -- - - - - - - - - - - -. - - - - - - --
DATE
/).,h7h'\..
DATE
For dates of death on or after July 1, 1994 and before January 1, 1995. the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 9116 (a) (1.1) (ij)]. The statute does not exempt a transfer to a surviving spouse frorn tax, and the statutory requirements fOr disclosure of assets
and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. '
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S, 9116 (a) (1.2)l.
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2)
[72 P.S. 9116(aX1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(aXl.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.
Copyright (c:) 2000 form software only The Lackner Group, inc:.
Form REV-1500 EX (Rev. 6-00)
~.
ADDITIONAL Personal Representatives
Estate of Rosie E. Durf SS# 172-24-9147 06/18/2002
**************************************************
Under penalties of perjury, the undersigned declare that they
have examined this return, including accompanying schedules and
statements, and to the best of their knowledge and belief, it is
:~~"::<... ~d .~"~.-t/ /fI Jdd-J2M
Name
Address Line 1
Address Line 2
City, State, Zip
Rose Marie Rickrode
619 Alexander Spring Road
Date
Carlisle, PA 17013
4<o.;2! ...;1t7"f}<-
,REV-150BIEX +(1-97)
COMMON.WEALTH OF PENNSYl VA.NIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Rosie E. Durf
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
SSlf 172-24-9147
06/18/2002
FILE NUMBER
21-02-0610
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 disc:losed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
PNC Bank NA - savings account #5080578445
VALUE AT DATE
OF DEATH
4,540.97
TOTAL (Also enter on line 5, Recapitulation) $ 4.540.97
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1SOB EX (Rev. 1-97)
.REV~ 1511 EX + (1~97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT OECEDEN1
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Rosie E. Durf
SSf} 172-24-9147
06/18/2002
FILE NUMBER
21-02-0610
Debls of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
A. FUNERAL EXPENSES,
B.
AMOUNT
1.
ADMINISTRATIVE COSTS,
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Numbens) J E1N Number of Personal Representative(s)
Street Address
.
Zip
City
State
Year(s) Commission Paid:
2.
3.
Attorney's Fees IRWIN McKNIGHT & HUGHES
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Clairnant Joseph Durf /Leonard Durf
Street Address 739 Sandbank Road
City Mt. Holly Springs StatePA Zip 17065
Relationship of Claimant to Decedent
1,000.00
3,500.00
4.
Register of Wills
15.00
Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Cumberland Law Journal - estate notice publication
75.00
2
Register of Wills - filing fee
10.00
3
Steven W. Barrett Real Estate - appraisal fee
250.00
4
The Sentinel - Legal - estate notice publication
100.31
TOTAL (Also enter on line 9, Recapitulation) S 4,950.31
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc, Form REV-1511 EX (Rev. 1-97)
,REV-151Z.EX +(1-97)
COMMONWEJ.L TH OF PENNSYl VJ.NIA
J NH EAIT ANCE T ~ RETURN
RESIDENT OECEDENT
ESTATE OF
Rosie E. Durf
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SS{! 172-24-9147
06/18/2002
FILE NUMBER
21-02-0610
Include unreimbursed medical expenses.
ITEM
NUMBER
1 Belvedere Medical Center
DESCRIPTION
AMOUNT
310.00
2
Carlisle Regional Medical Center
812.00
3
Three Springs Family Practice
1,010.00
4
West Shore EMS
467.49
TOTAL (Also enter on line 10, Recap~ulalion) $ 2.599.49
(If more space is needed. insert additional sheets of the same size)
CopyrIght (c) 1996 form software only CPSystems. Inc. Form REV-1S12 EX (Rev. 1~97)
. REV-15t1EX..{9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAXRETUAN
RESICENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
Rosie E. Durf
SS1! 172-24-9147
06/1812002
FILE NUMBER
21-02-0610
RELATlOillSHIP TO DECIOl(ENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
NUMBER NAME AND ADDRESS OF PERSOMS) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS [Include oultlght spousal distributions, and
transfers under Sec. 9116{a)(1.2)}
1 Mary L. Dehoff
320 Mountain View Road
Mount Holly Springs, PA 17065
Daughter 1/9 remainder
2
Daniel J. Durf, Sr.
4410 Carlisle Road
Cardners, PA 17324
Son
1/9 remainder
3
Donald E. Durf
60 Ball Park Drive
Gardners, PA 17324
Son
1/9 remainder
4
Joseph C. Durf
739 Sandbank Road
Mount Holly Springs, PA 17065
Son
1/9 remainder
5
Leonard C. Durf
739 Sandbank Road
Mt. Holly Springs, PA 17065
Son
1/9 remainder
ENTER DOLLAR AMTS'. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18. AS APPROPRIATE. ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX is NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON- TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
0.00
(I' more space is needed, insert additional sheets of the same size)
copyrlght(c.) 2000 f01'm software only The Lackner Group, Inc.
Form REV-1513 EX (Aev.9-00}
Estate of: Rosie E. Durf
Soc Sec #: 172-24-9147
Date of Death: 06/18/2002
Continuation of Schedule J, Part I
(Taxable Bequests)
Item Name and Address of Beneficiary
if
Relationship
Amount or
Share of Estate
6 Leroy A. Durf Son 1/9 remainder
4075 Carlisle Road
Gardners, PA 17324
7 Robert Durf Son 1/9 remainder
llR Mountain Street
Mount Holly Springs, PA 17065
8 Cynthia F. Motter Daughter 1/9 remainder
28 Holly Street
Mount Holly Springs, PA 17065
9 R. Marie Rickrode Daughter 1/9 remainder
619 Alexande rSpring Road
Carlisle, PA 17013
II
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Iii I, ROSIE E. !:XJRF, a legal resident of Dickinson Township, CUmberland
County, Pennsylvania, being of sauro and disposing mind, memory and
ii, uroerstanding, do hereby make, publish and declare this as and for my last
: will and Testament, hereby revoking all other wills and codicils heretofore
I
i made by me.
IAST WIIL AND TESTAMENl'
OF
ROOIE E. !:XJRF
F'IR>T: I direct that all my just debts and funeral expenses,
including my grave marker, shall be paid from the assets of my estate as
soon as practicable after my decease.
SEXnID: I direct that all taxes that may be assessed in consequence
of my death, of whatever nature and by whatever jurisdiction imposed, shall
be paid from my residuary estate as a part of the expense of the
administration of my estate.
nDRD: I devise and bequeath the residue of my estate, of every
nature and wherever situate, to my children, MARY IOUISE DEHOFF, ROSE MARIE
mcroooo,OO~E.!:XJRF,ro~E.!:XJRF,~J.!:XJRF,~~c.!:XJRF,
lEROY A. UJRF, CYNTHIA F. ARMJLT, and JOOEFH C. CL'RF, equally, provided t..'lat
the share of any child who predeceases me shall be added to the share or
shares for my other children.
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'I Signed, sealed, published and declared by the above-named Testatrix,
II ROSIE E. UJRF, as and for her last will and Testament, in the presence of
II US, who, at her request, in her sight and presence, and in the sight and
I' presence of each other, have hereunto subscribed our names as witnesses.
II ~/ _ /~/:l-~ // .. /J )) 0 (2-/~" ,"
....-----~~~~.~.. UU!~~V' lJC"tl
F<XJRIH: I nominate, =nstitute and appoint, MARY IOUISE DEHOFF and
ROSE MARIE mCKRODE, Co-Executrices, or the survivor, of this, my last Will
and Testament. I hereby relieve my Executrices or their successor from the
necessity of posting security in connection with their duties as such in any
jurisdiction in which they may be called upon to act, insofar as I am able
by law sa to do.
IN WI'INESS WHEREOF, I have hereunto set my hand and seal to this, my
last will and Testament, consist:i.ng of one typewritten pages, each of which
bears my signature, this .;;;z7':zz! day of ~..-;1...?'C'/7' , 1989.
-r t 'I
,-!.-;.1--".":..-, [' . t~. ,,~A'
. Rosie E. CUrf)
(SEAL)
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cn1MJNWEAillH OF PENNSYLVANIA
COUNTY OF CUMBERIAND
A~
ss.
I, ROSIE E. IXffiF, Testatrix whose name is signed to the attache:! or
foregoing instrument, having been duly qualified a=rding to law, do hereby
acknowle:!ge that I signed and executed the instroment as Irrj last Will; that
I signe:l it willingly; and that I signe:l it as Irrj free and voluntary act for
the purposes therein expressed.
SWom or affirmed ~ acknowledged before me by ROSIE E. OORF, tr,e
Testatrix, this,;? ~ V-- day of ~4KC,...y , 198;;.
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cn1M)NWE.AL'ffi OF PENNSYLVANIA )
COUNTY OF CUMBERIAND
,-"
,...._1 I
,,' , ,I J "
Testatrix ROsi~ ~. r
NI 1 I j
<
_(SEAL)
NOT AIlIAl SEAl.
KELLY A. HICKEL. NOTARY PUBliC
CARLISLE 8<lqQ., CUM8ERUHll COUNTY. PA
MY COMMIS$I'lll OPI~S JUlY 13. 1992
ss.
We, Edward L. Schorpp and Robert E. Black, the witnesses whose names are
signe:l to the attached or foregoing instrument, being duly qualifie:!
a=rding to law, do depose and say that we were present and saw Testatrix
sign and execute the instrument as her last Will; that Rosie E. DJ.rf signe:l
willingly and that she execute:! it as her free and voluntary act for the
purpose therein expresse:l; that each of us in the hearing and sight of the
Testatrix signed the will as witnesses; and that to the best of our
knowledge the Testatrix was at that time eighteen or =re years of age, of
sound mind and under no constraint or undue influence.
Swom or affirmed and subscribed to before me by Edward L. Schorpp
and Robert R. Black, witnesses, this ZqJJ--)day of march , 19B9.
(SEl'S,)
NOTARIAL SEAL
KEllY A. HICKEL. NOTARY PU8UC
CARLISLE lOAo" CUMBERUIIll COUNTY. PA
IIY COIIII\$5 N EXPIRES JUlY 13. 1992-'
RUG-08-2002 14:30
PNCBRNK CIF DEPRRTMENT
412 705 0057 P.01/01
o PNCBAN<
August 7,2002
Marcus A. McKnight ill
West Pomfret Professional Building
60 West Pomfret Street
Carlisle, PA 17013-3222
RE: Estate of Rosie E. Durf, deceased
SSN: 172-24-9147
DOD: 6/18/2002
Dear Mr. McKnight:
In response to your request for Date of Death balances for the customer noted above, our
records show Ihe following:
SaviDlll Account
Account #5080578445
Established 0/151 I 996
ROSIE E DURF
DOD balllI\Ce: $4,539.99 + $0.98 accrued interest
Interest Paid 1/1/2002 - 6/18/2002 - 56.54
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not procels any financlal
transactions or provide statements. If you need assistance with any of these items,
please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
~vJ.ilJ~
Rachelle Wells
1-800-762-1775
P7-PFSC-04-F
SOO fitsl Ave.
Pitlslnlrgh PA ISt19
Member FDIC
TOTAL P.01
Estate of ROSIE E. DURF
also known as
PETITION FOR PROBATE & GRANT OF LETTERS
No. 21-02- lD\p
To: Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
, deceased.
Social Security No.
172-24-9147
The Petition of the undersigned respectfully represents that:
Your Petitioners, who are 18 years of age or older and the Co-Executrices named in the Last Will of the
above decedent dated March 29 ,1989, and codicils dated none , 19~ The
Executor named none died . Renunciations for none attached hereto.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal
residence at 739 Sandbank Road, Dickinson Township, Mt. Hollv Sprinqs
Decedent, then ~ years of age, died
Health Center, Carlisle, PA
June 18
, 2002, at
Forest Park
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:
Decedent at death owned property with estimated values as follows:
(If domiciled in PAl All personal property $4,000.00
(If not domiciled in PAl Personal property in PA $
(If not domiciled in PAl Personal property in County $
Value of real estate in Pennsylvania, situated as follows: $30,000.00
739 Sandbank Road, Dickinson Township, Mt. Holly Sprinqs, Cumberland County
WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented
herewith and the grant of letters testamentary thereon. ~
Signature(s) and Residence(s) of Petitioner(s): ~,,~r J. - /.
M~'tai-h..,.-;"6 ~"'11 ~ ~~~
Ma ise Dehoff se Mane ickrode
320 Mountain View Road 619 Alexander Sorinq Road
Mt. Holly Sorinqs, PA 17065 Carlisle, PA 17013
717-486-7366 717-245-9004
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
ss
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 of
the above decedent, petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this 2nct! day of
Jul 0
~~
R s Marie Ric ode
n - '\ ~- I
No. 21-02-
Estate of ROSIE E. DURF
, deceased.
DECREE OF PROBATE & GRANT OF LETTERS
AND NOW, Julv 1 , 2002, in consideration of the Petition on the reverse
side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated
March 29. 1989 described therein be admitted to probate and filed of record as the
Last Will of Rosie E. Durf ; and Letters Testamentary are hereby granted to
Mary Louise Dehoff and Rose Marie Rickrode
~.
IRWIN McKNIGHT & HUGHES
FEES
Probate, Letters, Etc. . . . . . . . $70.00
Short Certificates(-1- ) . . . . $ 3.00
Renunciation(s) . . . . . . . . . . . $
JCP ....... . . . . . . . . . . . . . $ 5.00
Other Will PaQes (-1-) .... $ 3.00
TOTAL: .... $ 81.00
Filed. . 7-:-~.-.o2 . . . . . . . , . . . . . . . . . . .
called atty 7-8-02
Marcus A McKnioht III. ESQuire (25476)
ATTORNEY (Sup. Ct. I.D. No.)
60 West Pomfret SI.. Carlisle. PA 17013
ADDRESS
717-249-2353
PHONE
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This is to certify that the information here given is correctly copied from an original c~rtificate of death dul~ filed with me as
Local Registrar. The original certificate will be forwarded to lhe: SUle Vital Records Office for permanent filmg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
P 83~OO~
No.
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Fee for this cenificate, $2.00
JUN 2 0 21102
Date
H10S :43R~~, 2!87
COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
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!' IAST WIlL AND TESTl\MENI'
OF
REIE E. IXJRF
6li-o~-L:>ID
I, REIE E. IXJRF, a legal resident of Dickinson Township, CUmberland
County, Pennsylvania, being of soun:l. and disposing mind, memory and
urrlerstanding, do hereby make, publish and declare this as and for my last
will and Testament, hereby revoking all other wills and codicils heretofore
made by me.
FIRST: I direct that all my just debts and funeral expenses,
including my grave marker, shall be paid fram the assets of my estate as
soon as practicable after my decease.
1RIRD: I devise and bequeath the residue of my estate, of every
nature and wherever situate, to my children, MARY IOUISE DEHOFF, ROSE MARIE
RICKRODE, ROBERT E. IXJRF, lXlNAID E. IXJRF, DI\NIEL J. !XJRF, LEONARD C. !XJRF,
:1 lEROY A. !XJRF, CYN'lliIA F. ARIDLT, and JOSEFH C. !XJRF, equally, provided that
:'1 the share of any child who predeceases me shall be added to the share or
I shares for my other children.
,
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!, SEXDlD: I direct that all taxes that may be assessed in consequence
i','I' of my death, of whatever nature and by whatever jurisdiction inposed, shall
. be paid from my residuary estate as a part of the expense of the
II administration of my estate.
II
,i RXlRIH: I nominate, constitute and appoint, MARY IOUISE DEHOFF and
'I REE MARIE RICKRODE, Co-Executrices, or the SUl:Vivor, of this, my last will
:i and Testament. I hereby relieve my Executrices or their successor from the
I, necessity of posting security in connection with their duties as such in any
Ii jurisdiction in which they may be called upon to act, insofar as I am able
I' by law so to do.
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IN WYrnESS WHEREDF, I have hereunto set my hand and seal to this, my
last will and Testament, consisti,nj of one typewritten pages, each of which
bears my signature, this ;;2'J;zz! day of ~"""K"C/'Y , 1989.
fJ-yJ-,; /- ql<A;;!
Ros:te E. n.rrf
(SEAL)
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II Signed, sealed, published and declared by the above-named Testatrix,
, ROSIE E. !XJRF, as and for her last Will and Testament, in the presence of
I us, who, at her request, in her sight and presence, and in the sight and
I presence of each other, have hereunto subscribed our names as witnesses.
II ~~~ (&W3 ('-(Y~
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CXMOClNWEAIIIH OF PENNSYLVANIA )
CXXlNTY OF C1lMBERIAND )
ss.
I, RCSIE E. OORF, Testatrix whose name is signed to the attached or
foregoing instnnnent, having been duly qualified a=rding to law, do hereby
acknowledge that I signed and executed the instnnnent 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.
Sworn or affinned ~ acknowledged before me by RCSIE E. OORF, U.e
Testatrix, this,;;;,.?2-- day of ~~C,.r , 1989.
.t/~~ ~ Cf) . ,(
tatrix Rosie .
/
(SEAL)
NOTARIAL SEAl
KELLY A. HICKEL. NOTAIlY PUBlIC
'CARLISLE 8O!lO.. CUMBERLAND COUNTY. PA
MY COMMISSION EXPIRES JIU 13. 1992
CXMOClNWEAIIIH OF PENNSYLVANIA )
ss.
CXXlNTY OF C1lMBERIAND )
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We, Edward L. Sc:horpp and Robert E. Black, the witnesses whose names are
signed to the attached or foregoing instnnnent, being duly qualified
a=rding to law, do depose and say that we were present and saw Testatrix
sign and execute the instnnnent as her Last will; that Rosie E. DJrf signed
willingly and that she executed it as her free and voluntary act for the
pm:pose therein expressed; that each of us in the hearing and sight of the
Testatrix signed the will as witnesses; and that to the best of our
knowledge the Testatrix was at that time eighteen or more years of age, of
sound mind and UJrler no c:x>nstraint or undue influence.
EEAL)
( SEJ'.!:,)
NOTARiAl SEAl
KELLY A. NICKEL. NOTAIlY PUBLIC
CARLISLE 1llIlO.. CUMBERlAND COUNTY. PA
MY COllMISS . PPlRES JUlY 13. 1992-.
6
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
ROSIE E. DURF
Date of Death:
JUNE 18. 2002
Estate No.:
21-02-0610
To the Register:
I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's
Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate
on September 27.2002
Name
Address
Mary Dehoff
R. Marie Rickrode
Robert Durf
Donald Durf
Daniel J. DurfSr.
Leonard Durf
Lerov A. Durf
Cynthia Motter
Joseph C. Durf
320 Mountain View Road. Mt. Hollv Springs. P A 17065
619 Alexander Spring Road. Carlisle. PA 17013
IIR Mountain Street. Mt. Hollv Springs. P A 17065
60 Ball Park Drive. Gardners. P A 17324
4410 Carlisle Road. Gardners. PA 17324
739 Sandbank Road. Mt. Hollv Springs. P A 17065
4075 Carlisle Road. Gardners. PA 17324
28 Hollv Street. Mt. Hollv Springs. P A 17065
739 Sandbank Road. Mt. Hollv Springs. P A 17065
Notice has now been given to all persons entitled thereto under Rule 5.6(a) excep none.
Date: 09/27/02
IRWIN,
Name
Address 60 West Porn fret Street
Carlisle, P A 17013
Telephone (717) 249-2353
Capacity:
Personal Representative
x
Counsel for Personal Representative
I/}- -7.:3. '?
~
BUREAU OF INDIVIDUAL TAXES
IHHERIT~HCE TAX DIVISION
DEPT. 280601
HARRISBURG~ PA 171Z8~0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FI~E NUMBER
COONTY
ACN
02-10-2003
DURF
06-18-2002
21 02-0610
CUMBERLAND
101
MARCUS A MCKNIGHT ESQ
IRWIN ETAL
60 W PDMFRET ST
CARLISLE PA 17013~4802
*'
REV-15~7 EX AFP (81-031
RDSIE
E
Allount R.llitt.d
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
4,540.97
.00
.00
(8)
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ....
REV=is'4j-EX--AFii-fiiy:ur-tjoi'"icE--OF-YNHERii'ANCE-i'"AX-APPRAisEMEtj'r,--AL.i-OWANCE-oR"-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DURF ROSIE E FILE NO. 21 02-0610 ACN 101 DATE 02-10-2003
TAX RETURN WAS, I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule AJ
2. stocks and Bonds (Schedule BJ
3. Closely Held stock/Partnership Interest (Schedule CJ
4. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule El
6. ~ointly Owned Property (Schedule fJ
7. Transfers (Schedule GJ
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad... Costs/Misc. Expenses (Schedule HI
10. Debts/Mortgage Liabilities/Liens (Schedule Il
11. Total Deductions
12. Net Value of Tax R.turn
13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts (Schedule Jl
14. Net Value of Estate Subject to Tax
IT an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reTlect Tigures that include the total oT ALL returns assessed to date.
ASSESSMENT OF TAX:
15. btount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
NOTE:
(9)
(10)
4,950.31
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this form with your
tax paymant.
4,540.97
7.';49 80
3,008.83-
.00
3,008.83-
(19)=
.00
.00
.00
.00
.00
2.599.49
Ill)
(12)
(13)
(14)
.00
.00
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
~TS: II "J AHOUNT PAID
DATE NUNBER INTEREST/PEN PAID [-I
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 $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS.)
STATUS REPORT UNDER RULE 6.12
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Name of Decedent:
ROSIE E. DURF
Date of Death:
JUNE 18.2002
No. 21-02-0610
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:
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 X 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? X Yes No
Date:
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphan's Court and may be
attached to this report~1 /7~
3/19/03 ---'----~"I_ 1Zf
Signature e--
.
IRWIN, McKNIGHT & HUGHES
Marcus A. McKnight III. Esauire
Name (please type or print)
60 West Pomfret Street
Address
Carlisle. PA 17013
City, State, Zip
(717) 249-2353
Telephone Number
Capacity:
X
Personal Representative
Counsel for Personal Representative
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG~ PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REW-1U7EX AFP (91-03)
LEE ANN C SHUPP
MCNEES WALLACE ETAL
PO BOX 1166 100 PINE
HBG PA 17108
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-14-2004
COPENHAVER
07-18-2003
21 03-0610
CUMBERLAND
101
RUTH
L
Allount Relli H:ed
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account~ submit the upper portion of this for.. with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REv=il.'ifi-EiCAFi.--roFo3Y------...--iNHERITANCE--T"if"SiiifEME-NT-OF-"'ifcouiif--...---------------- - - - --
ESTATE OF COPENHAVER RUTH L FILE NO.21 03-0610 ACN 101 DATE 06-14-2004
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOHN BELOH
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT: 06-08-2004
PRINCIPAL TAX DUE:..
153,501.44
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-16-2004 CD003831 .00 153,501.44
......
..
..
!,-,-'
..
TOTAL TAX CREDIT 153,501.44
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
C
.J
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR1"
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
~-{.....