HomeMy WebLinkAbout02-0736Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Janice L. Curran
also known as
Janet D. Lenahan
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW:)
No. 21-02-736
Deceased Social Security No. 150 - 20 - 9524
QX A. Probate and Grant of Letters Testamentary and aver that Petitioners} isiare the executrix named in the last Will of
the Decedent, dated and codicil(s) dated
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 lice; durance 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 principa{ residence at 242A North 36th Street , Hampden Township , Camp Hill , PA 17011
(list street, number, and municipality)
Decedent, then 73 years of age, died 07/14/2002 at _242A North 3bth 5t , Camp Hill , 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:
14,675.00
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 appropriate form to the undersigned:
Si nature ~ ~{ L • R':.:..•:~ ~-~IrjT ed or rinted name and residence
,! Janet U,. Lenahan ~,~`?~
~/IZII~p!'~(~ Jt~ 434 West Charlotte Street, Millersville, PA 17551
~7- ~a - 3
Prepared by the Pennsylvania Bar Association
Copyright (c)1996 form software only CPSystems, Inc.
Form RW-1 (7991)
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania with hislher 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 t/o law.
Sworn to or affirmed and subscribed / ~ of iE-('~~-
~~{ ~ ~~ Janet 0.. Lenahan ~
before me this 15 day of S9 kj ~~-~'J
~~
AUGUST ~ _2992_
~. ~7iCO
Reoist~e~r ~ ~~~~
No. 21-02-736
Estate of Janice L. Curran Deceased
Social Security No: 150 - 20 - 9524 Date of Death: 07/14/2002
AND NOW, AUGUST 16, 2002 _ _ , in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
{T IS DECREED that Letters [~X Testamentary ~ Of Administration
(c.t.a.; d.b.n.c.t.a.; pendente life; durante absentia; durante minoritate}
JANET L. DAVIS SOON-TO-BE
are hereby granted to Janet .L. Lenahan
in the above estate and that the instrument(s) dated OCTOBER 28, 198$
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). $ 6.00
Renunciation. $ 5.00
Affidavits ( } $
Extra Pages ( ) . $ 15.00
Codicil. $
JCP Fee . $ 5.00
Inventory. $
Other $
~ register of Will ij°'~~/5
/~
`~`%
Attorney: hn DeLt~enzo, Es uire
LD. No: 72190
Goldberg, Katzman & Shipman, PC
Address: 320 Market Street
P.O. Box 12b8
Harrisburg. PA 17108-1268
Telephone: 717/234 -4161
- ~/ 02/ ~~~'~~
del E~ - ~
81.00
TOTAL. $
Prepared by the Pennsylvania Bar Association Copyright (c)1996 form software only CPSystems, Inc.
Form fiVN-1 (1991)
l ~. ninny R1 \ LBr~
l.s ~ to certihr that the information here given is correctly copied front an original certificate o1- drath duly filed wit i n1e as
L ~ual Registrar. The original certificate will be forwarded to the Scare. Vital Records Office for permanent tiling.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certifeate, $ ~.00
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P 8 3 8 6 01.2___. °=~AjMENT,aF,~,~'~~'~
No.
21-02-736
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os t11 Rev. t/Bt '1COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
/ CERTIFICATE OF DEATH
(Coroner)
NAME OF DECEDENT (Frtsl, Middle, Last) SEX SOCIAL SECURITY NUMBER DATE OF DEATH IMUmh. bay. Year)
2002
14
Jul
,. Janice L Curran ,
y
2. Female ,. _ _ 1
AGE (Last Bldhtlay) UNDER,YEAR UNDER, DAV DATE OF BIRTH BIRTHPLACE (City antl PLACE OF DEATH (Check only one-see utsuuarons on other side)
Monms Days Hours Minutes (Month, Day, Year) Seale ur Forai9n Country) HOSPITAL OTHER
1929
Jul . 13
- 73 ~I
Inpalwnl ^ ER/Outpabent ^ DOA ^ Homeg ^ Residence Iql Sp~ecdy) ^
,
Yr,
s. ,. Newark, NJ N,
COUNTY OF DEATH GI7Y, BOR TWP DEATH FACILITY NAMEIIIn«insolunon, gwe sveet and numbeq WAS DECEDENT OF HISPANIC ORIGIN? RACE-American Indian, Black, White, etc.
Hampden 242 A North 36th Street N°~] Vea^11 yes, specity Cuban, SSpacAy)
Cumberland Mexican, Puerto Rican, btu.
10. Wlllte
Bb. ec. ed.
DECEDENT'S USUAL OCCUPATION KIND OF BUSINESS/INDUSTRY WAS DECEDENT EVER IN DECEDENi'S EDUCATION MARITAL STATUS - Marrie0 SURVIVING SPOUSE
give maiden name)
10 wAe
d Never Married
Widowed
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(Gwe kind of work done during most U.S. ARMED FOyyRCyyES? Seat one h nest ce
Elememary/$econtlary CWleye Divorced lSpecnVl
of working lees; do not use re tied.)
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Yes
No
Leo C. Curran
Married s
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DECEDENT'S MAILING ADDRESS (Serest, C~tylTOwn. State, Zip Code) vv'~~
DECEDENT'S pPnnsylvania Dip 1'lciJ Yea
decedent Ilvetl In Hampden M.p,
- 242-A N. 36th Street ,
ACTUAL ,Ta. State
RESIDENCE decedent
Camp Hlll, PA 17011 ($wne `s,~jns live inep
mberland lnwnahi y N°. decedent ti~ad
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to wehin adual timus of citylbnro.
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17b. County ITd.
FATHER'S NAME (First, Middie. Lasg
Alfred ga ~~ MOTHER'6 NAME (Frs, Middle. Maiden Surname)
Muriel L. Bunnell
,• ,9
I
INFORMANT'S NAME (TypelPnnp NFl~ilyl~tJT'SAMA141. G a~QF~EiS,S (S'1ea.` uy1T_own, Slate. jpl~~
PA 17011
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METHOOOF DISPOSITION DATE OF DISPOSITION ,
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PLACE OF DISPOSITION • Name of Cemetery, Crematory LOCATION - CilyRown, Slate, Zip Code
Kuria{ ^ Clemalipn ® Removal Iron S ^ lMOnth, Dny, Year) al Glher Place
Oonation^ aher,$pa°ay ^
7-17-02 d Harrisburg, PA
E. Harrisburg Cemetery 2
:,b
2L, 1
etc
SIGNATURE OF FUNERAL SERVIC ICE OR P CTING AS SUCH LICENSE NUMBER NAME AND ADDRESS OF FACILITY
22a 226. - 22c -
.
Completeitems23a-c only wile em ing st of my knowledge, tlealh occurred at me time, dale and place sealed. LICENSE NUMBER ATE SIG ED
(Monet
Day
Year)
physician is cwt available at ti of tlealh to (Signature and Tnle) ,
,
cenity cause of death.
„a, 236.
23c.
Gems 21-28 mustWcom fed 6y TIME OF DEATH AprX. DATE PRONOUNCED DEAD(MOnth, Day, Yeap WASCASE REFER
~ AEDTO MEDICAL EXAMINER/CORONERI
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person wno wprwuncea deem. July 14,
2002
0 A JPF Ye8 No
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M. 2:.
21. 11:3
2y. PART I: Enter Ma diseases, mWriea or complications which caused the death. Do not solar the made of dying, such as cardiac or respiratory arresh mock or heart lettuce. .Approximate
x
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PART II: Other significant contlitions contributing to tlealh, but
cwt rewhing m the undertying cause given in PART I.
rt
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Lial only one cause on each line.
~ onset and tlealh
IMMEDIATE CAUSE (Foal
d,sease « condawn Asphyxia
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OUE TO (OR AS A CONSEQUENCE OFD:
Suffocation b Plastic Ba
sa,,,ara;a,y,,,,°gnd;,ipn, b.
it arty, leading to immediate DUE TOIOR A$ACONSEOUENCE OF): t
cause. Enter UNDERLYING ~
CAUSE (Disease or injury c.
foal initialed events DUE TD (OR AS A CONSEQUENCE Oq. ~
rewnirp m death) LAST ~
d.
'
WAS AN AUTOPSY WERE AUTOPSY FINDINGS MANNER OF DEATH DATE OF INJURY TIME OF INJURY INJURY AT WORKS DESCRIBE HOW INJURY OCCURRED.
PERFORMED? AWIIABLEPR10RT0 (MOnth,Day,Yaar) Aprx. Placed plastic bag over
COMPLETION OF CAUSE
OF DEATH4 ^
Natural ^ Homicide
July 14, 2002 Yes ^ No
~
head
^
Accident ^ Pending lnvesligatipn
30a. 11:30 A
30b. _ M.
30c.
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Yea ^ No~ Yes ^ No ^
ide ~ Couldrwtbetletermirwtl ^
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s PLACE OF INJURY- At home, farm, weal, factory, oltice
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CEFITIFIER (Check only one)
'CERTIFYING PHYSICIAN(Physician cerliying cause of tlealh when atwthet physician has pronounced deem and completed ltam 23)
^ SIGNATURE AND TI IER
• Coroner
To ma bast of my arwwladga, death occurred due to the wuca(a) antl msnmr a ateted ..................................................... 3, b.
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LICENSE: NU BER DATE SIGNED IM°nln, Day, Y )
'PRONOUNCING AND CERTIFYING PHVSICIAN(Phys~cian burp pronouncurg death and cenirying to cause of death)
....................... ^
and due to the uusa(al end manna, as sutsd ..
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tl July 15, 002
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To Iha bast o, my krww NAME AND ADDRESS OFP RSO('~WHO CO~IPLET CAUS OF DEAT
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'MEDICAL EXAMINER/CORONER ~ (
em
ype or
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)
,
L.
cllae
6375 Basehore Road, Suite 4~1
' On the bads of eaaminatlon and/or Inveatlyatlon, In my opinion, death oecurced at the tlma, date, and place. and dw to the ewse(s) and
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manner as stated .............................................:........................... ........... a.
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REGISTRAf}' SIGNATURE M§~A,,:
~ DATE FILED (MOnlh, Day, Year)
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L A S T W I L L A N D T E S T A M E N T
O F
J A N I C E L C U R R A N
I, JANICE L. CURRAN, of Camp Hill, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory, and
understanding, do hereby make, publish, and declare this to be
my Last Will and Testament and hereby revoke all other Wills and
Codicils, including that of September 5, 1980, that I have made.
FIRST; It is my wish, and I direct, that after my
death, my body be cremated and that a suitable disposition of my
ashes be made at Corinth Cemetery in Corinth, New York.
SECOND: I give and bequeath all of my household goods
and personal property located in the home at 3820 Carriage House
Drive, Camp Hill, Pennsylvania, any automobile owned by me at
~ the time of my death, and any money in any bank accounts in my
~° name, to my husband, LEO C. CURRAN, so long as he shall survive
;y me by thirty (30) days.
Y.
THIRD; I give, devise, and bequeath any real estate
`~ owned by me at the time of my death to my daughters: NANCY L.
BEIBLE, of Glenmore, Pennsylvania; BARBARA C. SCHERBAK, of West
Chester, Pennsylvania; SANDRA J. LLOYD, of Havelock, North
°~ Carolina; and JANET L. DAVIS, soon-to-be JANET L. LENAHAN, of
Stillwater, Oklahoma; in equal shares, er ca ita, so long as
each shall survive me by thirty (30) days, I express here my
',
preference that the property in Ocean City, Maryland not be
sold, but that it remain in the family.
FOURTH; A11 the rest, residue, and remainder of my
Estate, of whatever nature and wherever situate, I give and
bequeath to my daughters; NANCY L. BEIBLE, of Glenmore,
Pennsylvania; BARBARA C. SCHERBAK, of West Chester,
Pennsylvania; SANDRA J. LLOYD, of Havelock, North Carolina; and
JANET L. DAVIS, soon-to-be JANET L. LENAHAN, of Stillwater,
Oklahoma; in equal shares, so long as each shall survive me by
thirty (30) days. Should any of my children fail to survive me
by thirty (30) days, but be represented by children then living,
these children shall take,Ler stirpes, the share to which my
child would have been entitled if then living.
FIFTH: If any portion of my Estate shall be payable
to a beneficiary who is less than eighteen (18) years of age,
such share shall immediately vest in such beneficiary but shall
be held in a Uniform Gift to Minors Act account for the child
with the child's parent or legal guardian as custodian.
SIXTH: All interests of any beneficiary in the income
.\
;,
C
~::
',
or principal of this Estate, while undistributed and in the
possession of my Executor, even though vested and distributable,
shall not be subject to attachment, execution or sequestration
for any debt, contract, obligation or liability of any
beneficiary and, furthermore, shall not be subject to pledge,
assignment, conveyance, or anticipation.
SEVENTH; All inheritance, estate, and succession taxes
(including interest and any penalties thereon) payable by reason
of my death shall be paid out of and be charged generally
against the principal of my residuary estate without
reimbursement from any person.
EIGHTH: I nominate, constitute, and appoint my husband,
LEO C. CURRAN, as Executor of this, my Last Will and Testament.
In the event of the renunciation, death, resignation, or
inability of LEO C. CURRAN to act for whatever reason in this
capacity, then I nominate, constitute, and appoint my daughter,
JANET L. DAVIS, soon-to-be JANET L. LENAHAN, as Executrix of
this, my Last Will and Testament.
I direct that no representative named above shall be
required to post security for the faithful performance of his
duties in any jurisdiction insofar as I am able by law to
relieve him of such obligation. Any of my representatives shall
be entitled to reasonable compensation for the performance of
the duties set forth here.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this ~~ day of QC1ro~jCr' , 1988, on this, the third of four
typewritten pages. I have also signed the 7.eft-hand margin of
the first two of these pages for purposes of. identification
only.
/.
JANICE L. CURRAN
SIGNED, PUBLISHED, and DECLARED by the Testatrix, JANICE
L. CURRAN, as her Last Will and Testament, in the presence of
us, who at her request, in her presence, and in the presence of
each other, have hereunto subscribed our names as witnesses.
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A C R NOW L E D G M E N T
Commonwealth of Pennsylvania
County of Cumberland
I, JANICE L, CURRAN, Testatrix, whose name is signed to
the attached instrument, having been duly qualified according to
law, do hereby acknowledge that I signed and executed the
instrument as my Last Will and testament; that I signed it
willingly; and that I signed it as my free and voluntary act for
the purposes therein expressed,
/j
l
Sworn or affirmed to and subscribed before me by JANICE
L. CURRAN, the Testatrix, this _~lL- day of ~~+`"~' CY ~
1988.
,~~ ~ .s, _..~
NGTAli°kx. "~~,fi~L _.a_.
SHARGlN E. Q:AVE i"i, kc4~ry Public
Harristaurg, PA Dauphin County
Ply Commission Expires May 8, 1989
.. ti
A F F I D A V I T
Commonwealth of Pennsylvania
County of Cumberland
We, bGbt'4. 1C• 1.t~a,l,IG1" and N~gn1C~1 1... I~kMti+G~ .
the witnesses whose names are signed to the attached instrument,
being duly qualified according to law, depose and say that we
were present and saw the Testatrix sign anc9 execute the
instrument as her Last Wi11 and Testament; that JANICE L. CURRAN,
executed it as her free and voluntary act f.or the purposes
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 18 years of age
or older, of sound mind, and under no constraint or undue
influence.
hQ.c,(ng,~. L.ktt.f.~#
,.
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Sworn or affirmed to and subscribed to before me by
l7LyV,d >K~ ~41~4~ and ~QN~ tt~wl[{~ , witnesses,
this ~ day of ~t~~, 1988.
1`iOTARIAL SEAL public
SHARON E. QEAVER, Notary
Harrisburg, pA pauphin County
My Corrnsrssion Expires May 8, 1989
Register of Wills of Cumberland
RENUNCIATION
Estate of
also known as
,Deceased
The undersigned, Spouse and named Executor of
(Relationship) (Capacity) t ,~
the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters be issued to _~U.~'~~- ~ . '"~.' ~
Janet ~.. Lenahan
a m 15th Au ust 2002,
WITNESS Y hand this day of g
(Signature)
242A North 3bth Street
Camp Hi11, PA 17011
(Address)
(Signature)
(Address)
(Signature)
(Address)
Sworn to or affirmed and subscribed
before me this day
of August 2002
Notary Public
My Commission Expires:
(Signature and seal of Notary or other official
qualified to administer oaths. Show date of
expiration of Notary's commission.)
Janice L. Curran
County, Pennsylvania
No. 21-02-736
NOTE: Renunciations executed outside the Office of Register of Wi{{s
in some counties are required to be notarized.
Prepared by the Pennsylvania Bar Association
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
02/
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
t/:l
73b
NUMBER
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128.0601
DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL)
Curran Janice L.
DATE OF DEATH (MM.OD-YEAR)
C-/
OFFICIAL USE ONLY
150-20-9524
THIS RETURN MUST BE ALEC IN DUPUCATEWlTH THE
Copyright (c) 2000 form software only The Lackner Group, Inc.
LE INITIAL
REGISTER OF WILLS
so 1,0. SECURIT MBER
Curran, Leo C.
X ,. Original Return
4. Limited Estate
X 6. Decedent Died Testate
2.
4a.
7.
Supplemental Return
Future Interest Compromise {date of death after 12-12-82)
Decedent Maintained a LIving Trust
(Attach copy of Trust)
o
(Attach copy of Will)
D 9. litigation Proceeds Received
D 1 Q. Spousal Po....erty Credit
(date of death between 12.31.91 and 1-1-95)
.:B :eOMPC TE ; ~c :/;08 ESI!ONOEN
o
3. Remainder RetUrn ~r6~ t"cf fl~J~.82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
:B '. ~.8~C;J: oq, '
Goldber , Katzman & Shi man, P.C.
TELEPHONE NUMBER
320 Market Street
P.O. Box 1268
Harrisburg, PA 17108-1268
OFFICIAL USE ONLY
(8) 11,255.00
(11) 15.298.75
(12) (4,043.75)
(13)
(14) (4,043.75)
(15)
(16)
(17)
(18)
(19)
0.00
0.00
0.00
0.00
0.00
· rHI SECTI
NAME
John DeLorenzo,
FlAM NAME Qf Applicable)
Es uire
R
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P
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A
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Scheduie G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (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 to Tax (Line 12 minus Line 13)
(1)
(2)
(3)
None
None
None
(4)
(5)
None
11,255.00
(6)
None
None
10,808.69
4,490.06
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 Une 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
0.00
(4,043.75)
x
X
X
X
.0 0
.0 45
.12
.15
FormREV-1500 EX (Re..... 6-00)
Decedent's Complete Address:
STREET ADDRESS
242A North 36th Street
CITY I STATE I ZIP
Camp Hill PA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
Total Credits ( A + 8 + C) (2)
0.00
3. InterestIPenalty if applicable
D. Interest
E. Penalty
TotallnteresVPenalty ( D + E) (3)
4. If Line 2 is greater than Line 1 + line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a relund (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. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
","i',,;,';":";'",";,":";,' !.!,i.-:,-i.i.!,i.:Hii! ......... ""'''''''''''' 'i(""',,,,' ....;';.........................;..;.::.:.::.;'i>;':.;:':.;!':..;.:..:.::.:'::.:';:.;.:.:!'....:...:...'!'...:
.:.:.......-.... :';' '.".'."."'.".'."."',." .".,.".,.,.; ,.".,.". :,.".,.;, ""'.:';,.,.,,,
mii!iiii!iii:!ii!i!i!!iiiii"". ."..:..' ,'f "1,1 '" :i::ii!ii!iiii i!i!i!iiiiiiiii iiiji:li1iiiii iiinim!Hii!Hii!ii!il!!!iiii!iiii!i!H!iiii!i iii!iiiiiiiHnii\iiiiriii!!!!iiiii!iiii!iiiiii!iHii
iiHi!!iiii!ii!iiiiHiiii!UHi liij :1::i:iiiiiii@iiiiiiiiii:i i:i!iiii!iii!i iiiiJiiiii !i!ii:iiii i!ii:ii!:iiiiii i!ii
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ~ ~~x
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?
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
D
D
D
~
~
~
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief ,It Is true,
correct and complete. Declaration of preparer other than the personal representative Is based on all Information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Janet L. Lenahan DATE
~ --~Iir~i;~iIf~-;~~~~~&~~F-~h------h--------- /tl4:!t;z
N REPRESENTATIVE Goldberg, Katzman & Shipman, P. C. DATE /
---~i~r~~~~i~;!'-k!-~7r~~j%-~~-----------__h--- /0/00)0.-
Iiii!::::!:!! miil~lmmiii i!ii!!! ii!iiWl@Wjij mW! ii!i!iiim iliiiiiWmmmmWmi l;i mmimWm iiWi!!!iii!ilii!!I!!iilll!!lliiiIIIWJWI;III!i!lii!!!!i!!liiillliW: ililliliillliill!!!!il!I!!iiililiilllillilll
llliillllllii Wmmii lililillilil!liiillil !lllm ' 'II fl: 'f', llliWmiillili mm
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"10 [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) (ii)). The statute does not exempt 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. 9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2)
[72 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(aX1.3)]. 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~OO)
REV-1508 EX +(1.97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCETIiX RETURN
RESIDENT DECEDENT
ESTATE OF
Janice L. Curran SS# 150-20-9524 07/14/2002
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.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
ITEM
NUMBER
1
DESCRIPTION
1998 Buick Park Avenue Sedan - valued per Kelley Blue Book
VALUE AT DATE
OF DEATH
11,255.00
TOTAL (Also enter on line 5. Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
11,255.00
, ,
AEV-1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCETI()( RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Janice L. Curran
FILE NUMBER
SSlf 150-20-9524
07/14/2002
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES,
1 Myers-Harner Funeral Home - funeral services 2,012.00
2 Densmore Funeral Home - graves ide services 540.00
3 Corinth Rural Cemetery - monument placement fee 47.22
4 Flowers for graves ide services 50.29
Total of Continuation Schedule(s) 447.00
B. ADMINISTRATIVE COSTS,
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number{s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
-
Year{s) Commission Paid:
Z. Attorney's Fees Goldberg, Katzman & Shipman, P.C. 3,600.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00
Claimant Leo C. Curran
Street Address 242A North 36th Street
City Camp Hill State PA Zip 17011
Relationship of Claimant to Decedent Spouse
4. Probate Fees Register of Wills 81. 00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 Cumberland Law Journal - estate notice advertisement fee 75.00
2 Patriot News - estate notice advertisement fee 108.43
3 Register of Wills, Worcester County, Maryland - probate fee 100.00
4 Register of Wills, Cumberland County - short certificates 21.00
5 Register of Wills, Cumberland County - exemplified copy 45.50
6 Register of Wills, Cumberland County - filing fee for Inventory <I. 25.00
Return
Total of Continuation Schedule(s) 156.25
TOTAL (Also enter on line 9, Recapitulation) $ 10,808.69
(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)
Estate of: Janice L. Curran
Sac Sec #: 150-20-9524
Date of Death: 07/14/2002
Item
If
Description
Continuation of Schedule H-A
(Funeral Expenses)
Amount
5
447.00
The Stone Center - monument
447.00
Estate of: Janice L. Curran
Soc Sec #: 150-20-9524
Date of Death: 07/14/2002
Continuation of Schedule H-B7
(Other Administrative Costs)
Item
If
Description
Amount
7
Beach to Bay Management - condominium association fee
56.25
8
Goldberg, Katzman & Shipman, P.C. - reservation for closing cost
of estate administration
100.00
156.25
REV.1512 EX +(1-97)
COMMONWEA.l TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DE:CEDENT
ESTATE OF
Janice L. Curran
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
FILE NUMBER
55ft 150-20-9524
07/14/2002
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
General Motors Acceptance Corporation vehicle loan number
020231341553 - valued per letter dated 9/19/02
AMOUNT
4,477.95
2
Orthopedic Institution of PA - unreimbursed medical bill
12.11
TOTAL (Also enter on line 10, Recapitulation) $
(It more space is needed, insert additional sheets ot the same size)
4,490.06
.'
REV-1513 EX +(9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
Janice L. Curran
SS!! 150-20-9524
07/14/2002
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS [include outright spousal distributIons, and
transfers under Sec. 9116(a)(1.2)]
1 Janet D. Lenahan
434 West Charlotte Street
Millersville, PA 17551
RELATIONSHIP TO DECEQENT AMOUr>iT O!l. SHARE
Do Not List Trustee(s) OF ESTATE
Daughter 1/4 of Residue
2 Nancy L. Beib1e
611 St. Lawrence Drive
Gibsona, PA 15044
Daughter 1/4 of Residue
3 Barbara C. Scherbak
917 Saratoga Drive
West Chester, PA 19380
Daughter 1/4 of Res idue
4 Sandra J. Lloyd
28 Southmont Drive
Eno1a, PA 17025
Daughter 1/4 of Residue
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 11- ENTER TOTAL NON- TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same si2e)
Copyright (el 2000 form software only The Lackner Group, Inc.
0.00
Form REV-1513 EX (Rev. 9-00)
,.............."'........f~t.
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~#' . ..'r-~/...." .......~ ~~<!r~
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.;." (: lit' tt i
',\ I{;/)/;'. 1
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') "~"l"
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WHEREAS, on the
dated October 28th
16th
1998
Register of Wills of CUMBERLAND County, Pennsylvania
Certificate of Grant of Letters
No. 2002-00736
PA No. 21-02-0736
ESTATE OF CURRAN JANICE L
(LAbl, tlKbl, M1UUL~j
Late of HAMPDEN TOWNSHIP
L:ULVl.J::S..l:!;.t-<'.l..JAl.\J1) L:UU.N'l Y ,
Deceased
Social
day
Security No.
of August
2002 an instrument
150-20-9524
was admitted to probate as the last will of CURRAN JANICE L
(LAbl, tlKbl, M1UUL~)
late of HAMPDEN TOWNSHIP CUMBERLAND County, who died on the
14th day of July 2002 and.
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, MARY C. LEWIS , Register of Wills in and for
the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify
that I have this day granted Letters TESTAMENTARY
to DAVIS JANET L NKA and LENAHAN JANET L
who have duly qualified as Executor (rix)
and have agreed to administer the estate according to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my Office the 16th day of August 2002.
~.n.c/~ Q~ ~gM/~
rkn4/C:- eg~s ef. 0 ~ lS
**NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
SIGNED, PUBLISHED, and DECLARED by the Testatrix, JANICE
L. CURRAN, as her Last Will and Testament, in the presence of
us, who at her request, in her presence, and in the presence of
each other, have hereunto subscribed our names as witnesses.
''-.0/7/
f (.-0."'-<. V)
::5-4J hv ""-.,., -,,_ ./
33 aD L!./l1f..o;.;it--tj4J-fXl,;f -;'0/ CiJ~ 0 fh. _ /111 (.!i
L/
~.tk1 CL '1!" Wa.uM-
51,'1 Alltllllll"e",,'bt"" ~Uha~It.sJ,L4I",..r.4 n'~r
A C K NOW LED G " E N T
Commonwealth of Pennsylvania
County of Cumberland
"2:. JANI~E f... Ct~~RAN, 'I'p-st.Cltrix~ Whose namE i.'i 5i<:).t-.d:U L.V
the attached instrument, having been duly qualified according to
law, do hereby acknowledge that I signed and executed the
instrument as my Last Will and testament; that I signed it
willingly; and that I signed it as my free and voluntary act for
the purposes therein expressed.
/t/KU'" / C:~<-'r/'A /,/
/ /
I
,
Sworn or affirmed to and subscribed before me by JANICE
L. CURRAN, the Testatrix, this ;lgil' day of OttWtr
1988.
~A-,j p. -?Jj"r~
NOTI,JiIAl. .'!EAl.
SHARON E. OEAVER, No".sry Public
Harrisbllll. PA Dauphin County
My Commission Expires May 8. 1989
A F F I D A V I T
Commonwealth of Pennsylvania
County of Cumberland
We,
-DC:bre.. Ie. WcU.lf..-j-
,:nO -
i\)RIIlt.'1' \,.. \.h"'''''''''L,
the witnesses whose names are signed to the attached instrument,
being duly qualified according to law, depose and say that we
were present and saw the Testatrix sign and execute the
instrument as her Last Will and Testament; that JANICE L. CURRAN,
executed it as her free and voluntary act for the purposes
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 18 years of age
or older, of sound mind, and under no constraint or undue
influence.
"'" ~Q,.. of(. 1.J.w...r
'~ Iii (
V()V>~~, r;7. 0l ( A-." ~- .
L
Sworn or affirmed to and subscribed to before me by
"j)4.J,.,,~ K. W,.1lrl......... and N4... ~ /.... 111.(",.,.,1 ' witnesses,
this ~ day of Ot!"t4.;<tr , 1988.
x:J,4.....,., Ji. ~~
/
NOTARiAL sEAl
ON E BEAVER. NotarY Public
SHAR . A Dauphin County
Harrisburg. P . May 8 1989
I.IV eommission EXplres .
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of Janice L. Curran
also known as
Deceased
No. 2002-00736
Date of Death July 14, 2002
Social Security No. 150-20-9524
Personal Representative(s) ofthe above Estate, deceased, verify that the items appearing inthefollowing inventoryinclude all of the personal assets
whereversituateand atl oftherealestate inthe Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each Rem of said
Inventory represents its fair value as of the date of the Decedents death, and that Decedent owned no real estate outside of the Commonwealth of
Pennsylvania except that which appears in a memorandum at the end ofthis inventory. IM/everifythatthestatementsmade inthis lnventoryaretrue
and correct. UWe understaand that false statements herein are made subject tothe penalties of 18 Pa. C.S. Section 4904 relating to unswom falsification
to authorities.
Persona~resentative:
Name of ,~ `~.~ ,
Attorney: John DeLorenzo Esq. _ - ~~'~ ~'~~~~' -~ ~`~ E'er
Ja L. Lenahan, Executrix
LD. No.: 72190 _
Address: Goldberg Katzman & Shipman, P.C., 320 Market Street, Dated /%~~/Gz
.-~-
P O Box 1268 Harrisburg PA 17108-1268
Telephone: 717-234-4161
NOTE: The Menarandumdreal eslateoutsidetheCommonweatthdPams)Avar~ia may,attliaelectiondthepe~sor~{represerdative, indixlethevalueofeach item, but such
figures should not Ue extended into the total of the Inventory.
320 A-r:~RKr:~r S~rRF:F:~r • S~rRA~1~RF:RR1~ SgI~~RF:
P.U. Boo 1268 HARRLSBI'RG, Px~;~;.yti~t.~~,~x,~ 77]08-12(18
717.23-i.-I161 717.?34.680t3 (Fnx)
~\
i
5.
GOLDBERG, KATZMAN ~ SHIPMAN, P.C. j
A~r~rIIR~F_~~s ,q~t~ Lew
November 11, 2002
Register of Wills
Cumberland County Courthouse
1 Courthouse Square ---
OF~ C;ol~vsF:I.
r. LF:F: StI,Nn+~~ Carlisle, PA 17013
Re: Estate of Janice L. Curran, deceased
CSI, ~~ti,F:,. No. 2002-00736
(osln,~ D. Loch
~k,~o,.:~ B. Koi:-~~
Dear Sir or Madam:
~RFFfI R L. Go,.,~F3F:RC Enclosed are the following documents for filing in the above-referenced
~'`'S1-70°"' Estate;
H ~RF;ti B. GO1.17HERq
(1961-1998)
1. An original and two (2) copies of the Pennsylvania Inheritance Tax
Return with attachments.
u I, ~ ~ .,> ~ ~ 1~ ~ , ..,,,~ ~ 2. An original and two (2) copies of the Inventory.
Y,, ,, ~. I~.,,~~I~I,~, 3, A check for Twenty-five Dollars ($25.00) for the filing fee of the
vF:,,. xE~l)F:RiFIU,~ Return and Inventory.
I. I.~~ C:UOPEId
~rF, I~" ~.~ r:. B R,<. ~ F: R please time-stamp the additional copies and return them to me in the enclosed
a"'" ~` s F,~rLe'< self-addressed, stamped envelope.
A,~Hn. L. SrR.~tiz;_Kl~ i.~,
cl' r1. BR<~OK.` If you have any questions, please feel free to contact me at the above
.f EF~,'F:RS(>'~~ ~. sl"`'" `~ telephone number.
~fFRRI J. RISS(1
~I,I:,~~~F:,. ~. (:RIx:F:~r., Very truly yours,
~"'" K. `""s`~` Cheryl L. Baker, CLA
R°'(:F: I..'1ORR'S Certified Legal Assistant
D ~~~u> AL SrF:cKet.
HF9rf{F;R L. P'F:utis,.r:R
Enclosures
cc: Janet L. Lenahan, Executrix
83737.3
~ARI,ISL$ OFFICE: 717.Z4S.OS97 • FORK OFFICE.: 717.843.7912
~~~ ~~ ~~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG. PA 17128-0601
JOHN DELORENZO
GOLDBERG ETAL
PO BOX 1268
HBG
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
ESQ
PA 17108-1410
REV-1547 IX AFP (d1-031
DATE O1-Ob-2003
ESTATE OF CURRAN JANICE L
DATE OF DEATH 07-14-2002
FILE NUMBER 21 02-0736
COUNTY CUMBERLAND
ACN 101
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 1
----------------------------------------------------------------------------------------------------------------
REV-1547 EX AFP CO1-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CURRAN JANICE L FILE NO. 21 02-0736 ACN 101 DATE 01-06-2003
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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 Stoek/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Sank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1) .00 NOTE: To insure proper
(2) .00 credit to your account,
C3) .00 submit the upper portion
C4) .00 of this form with your
C5) 11,255.00 tax payment.
c6) .00
c7) .00
C8) 11,255.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
10,808.69
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,490.06
11 . Total Deductions C11) 5 • 98 - 76
12. Net Value of Tax Return (12) 4,043.75-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) (13) .00
14 Net Value of Estate Subject to Tax (14) 4,043.75-
.
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 ALL returns assessed to date.
ASSESSMENT OF TAX:
• 00 00 . 00
15. Amount of Line 14 at Spousal rate t15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 X 045 = . 00
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 .00
14. Principal Tax Due C19); .D0
z.v ro~nrr~.
PAYMEN
DATE RECELP
NUMBER DISCOUNT C+
INTEREST/PEN PAID C-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class 8 (collateral) beneficiaries of the decedent after the expiration of any estate for
life or far years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF HILLS, AGENT
REFUND (CR): A refund of a tax credit. which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-3020 CTT only).
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered an this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three C3) calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine C9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six C6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1962 through 2003 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20% .000548 1987 9% .000247 1999 7% .000192
1963 16% .000436 1988-1991 11% .000301 2000 8% .000219
1984 11% .000301 1992 9% .000247 2001 4% .000247
1985 13% .000356 1993-1494 7% .000192 2002 6% .000164
1986 10% .000274 1995-1998 9% .000247 2003 5% .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
~~
0
STATUS REPORT UNDER RULE 6.12
Name of Decedent: JANICE L. CURRAN
Date of Death: July 14 2002
Will No.
Admin. 2002-00736
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:
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
information accounts maybe filed ~vith the Clerk of the Orphans'
Court and maybe attache to 's port.
Date: 3 ~ `1 0) ~ 7
John DeLorenzo, Esquire
Goldberg, Katzman & Shipman, P.C.
320 Market Street. P.O. Box 1268
Harrisburg, PA 17108-1268
(717), 234-4161
Capacity: Personal Representative
X Counsel for personal representative