HomeMy WebLinkAbout02-0765PETITION FOR PROBATE and GRANT OF LETTERS
Estate of /y _ 1[fu[S.~ /d F ~ No. ~, ~~
also known as To:
Deceased.
Social Security No. ~ ~ - ~G - L U
Register of Wills for t
County of in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or of er an the execut e•~ named
in the last will of the above decedent, dated ~3~ • Z~. I4`~ 1 , 19
and codicil(s) dated 1J
(state relevant circ~imstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in ~.~•----~~ - County, Pennsylvania, with
h ><(L. last family or principal residence at ~L: ~n a..... (..,..~ ~.~-...+-~~kC,. ~-.--~.;
(list street, number and m
Decendent, then , ~ years of age, died
~. 2oa z._.
Except as follows, decedent did not marry, was not divorced and did. not have a child born or adopted
after execution of the will ffered for probate; was not the victim of a killing and was never adjudicated
incompetent: -J~i'4'
Decendent at death owned property with estimated values as follows„
(If domiciled in Pa.) All personal property $ ~ 60
(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: N ~ 14 .
WHEREFORE, petitioner(s) respectfully request(s~ the probate of the last will and codicil(s)
presented herewith and the grant of letters Pt'o ~.+..~ ~'rt~.+~-"t~_
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1 ss
COUNTY OF CUMBCRLAND
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this ~ 2ND day of
• AUGUST ~g(2 ~
eg1St
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Np, 21 - 02 - 765
Estate of A. LOUISE HECKLER ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW AUGUST 22 xpryc2002 , 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 OCTOBER 27 1997
described therein be admitted to probate and filed of record as the last will of
A. LOUISE HECKLER
and Letters TESTAMENTARY
are hereby granted to STEVEN J HECKLER
FEES
Probate, Letters, Etc. ........ .
Short Certificates(2) ......... .
Renunciation ................
X-Page
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TOTAL
Filed ......AUGI~$T. ,2.7, .?.0.0.'
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Register of WiIIs
ATTORNEY (Sup. Ct. LD. No.)
ADDRESS
PHONE
Letters picked up by Executor ,on 8-22-02
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~~iis i~ co Lei+(f~~ rh.<< rile ir~lornaation here given i; a~rrecrly copied from are original cerrifi~atr o dr,~t?~ ~~ul~~ tiled with nee as
Ilcal Registrar. l•he L~(~iginal certificate wilt k~e t~rwarded ro the Stare '
~'~rai i~ea-rds Offia° fi>r t csm.lnrnr ~ilir(~~.
WARNINU: It is illegal to duplicate this copy by pho~tastat or photograph.
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CO-AMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
CERTIFICATE OF DEATH
NAa1E W DECEDENT lf+f. «ma. laq ~- - '- SE% SOCUL SECURITY NUNlER DATE OF OEAN,Mmn. Oay,'~vI
'' ANNA L. HECKLEx ,. FEMALE ~. 201 - 16 - 4620 .. AUC. 16, 2002
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RECJSTRM'S SIGNATURE AND NUrBER
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LAST WILL AND TESTAMENT
I, A. LOUISE HECKLER, a resident of Chambersburg, Franklin County, Pennsylvania,
being of sound mind and memory, do make, publish and declare this my last will and testament,
hereby revoking any and all wills by me heretofore made.
ITEM I. I direct my personal representative, hereinafter named, to pay my funeral
expenses as soon after my decease as may be found convenient, and also to pay all estate,
inheritance, succession and other death transfer taxes, of whatever nature and by whatever juris-
diction imposed and interest and penalties in respect thereto, assessed against my estate or paya-
ble by reason of my death, with respect to any and all property, life insurance and other interests
comprising my estate for death tax purposes, whether or not such property or interests pass under
this will or any codicil thereto, without reimbursement as if such taxes were administration
expenses.
ITEM II. I give, devise and bequeath all my estate, real, personal and mixed, of whatever
nature and wheresoever situate, which I may own or have the right to dispose of at the time of my
decease, in equal shares to the following of my nieces and nephews, to wit, STEVEN J.
HECKLER, THOMAS L. HECKLER, WILLIAM D. HECKLER, KAREN A. STRATHAS, and
JAMES R. HECKLER, JR., the issue of any deceased niece or nephew to take their parent's
share.
ITEM III. I nominate and appoint FINANCIAL TRUST SERVICES COMPANY, of
Law Offices
GLEN & GLEN
06 Chambersburg Trust Bldg.
Chambersburg, Pa. 1201
Chambersburg, Pennsylvania, guardian of the estate of any person under the age of 18 years and
with respect to which I am authorized to appoint a guardian and have not otherwise done so, to
serve until such persons attain the age of 18 years, and no bond shall be required of said guardian;
said guardian shall have the power to use principal as well as income from time to time for the
maintenance, education and medical care of such beneficiaries under the age of 18 years.
ITEM IV. I hereby nominate and appoint my nephew, STEVEN J. HECKLER, executor
of this my last will and testament, and direct that no bond shall be required of said personal
Law Offices
GLEN & GLEN
06 Chambcrsburs Trust Blde
Chambersburg, Pa. 17201
representative.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this last will and
testament, this ~ 'day of ~,-- ", ~?.~~ '~°°~ A. D. 1997.
. ' ' _ _ . r _ ':.~ . _ ~ (SEAL)
A. Louise Heckler
SIGNED, SEALED, PUBLISHED AND DECLARED by the said A. Louise Heckler to
be her last will and testament in our presence, who at her request and in her presence and in the
presence of each other, we believing her to be of sound and disposing mind and memory, have
hereunto subscribed our names as witnesses.
~~ `
21 - 02 - 765
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
a subscribing witness to the will presented herewith, (each) being duly
law, d'epese~(s) and say(s) that
the testat , sign t me and that
request of testat in h__ en
other subscribing witness(es)).
signed as a witness at the
and (in the presence of each other) (in the presence of the
Sworn to or affirmed and subscribed ore
me this day of
19
Register
ame)
(Address)
(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
K ~~ ~~ M- l~e~c.{Ct,2~ ~ ~rt-ea.se',.,,~ J - ~-Qck
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
THEY ?ARE familiar with the signature of ._.E~ I ou i s H k 1 Pr
~~~ccidx
testatRIX of Xk~XX~(~X~9QkXX`'9(~~k~XX9t~( the will presented herewith and
THEY ~~~~l~X
that believes the signature on the will is in the handwriting of
A. Louise Heckler
to the best of THEIR 1<nowledQe and belief.
Sworn to or affirmed and subscribed before
me this 22ND day of
A UST ~~ 7 0202
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ied according to
present and saw
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
c2~-D2.
COUNTY CODE
YEAR
NUMBER
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DECEDE 1'S NAME pST FIRST, AND MIDDLE INITIAL) ...
EC-KI-e... . ft,..,,,,A LC-.Jr'i.J.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
6g_'''-6L 08_6'-'-'-
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
J--l (4to
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
).J /,.,.
SOCIAL SECURITY NUMBER
;JO( - / (.
t.!" 2.0
51. Original Return
o 4. Limited Estate
o 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy 01 Trust)
o 10, Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
o 3. Remainder Return (dale of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
8, Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
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NAME
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COMPLETE MAILING ADDRESS
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FIRM NAME (If Applicsble)
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TELEPHONE NUMBERq 4 (_ L.{ 8:)- \ "lOLl
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
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OFFICIAL USE ONLY
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4 Mortgages & Notes Receivable (Schedule D)
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5 Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
t../C"O.70
/5. 1"'-
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(6)
(7)
(9)
(10)
/.f 5"7. . 'If"
g. L,:)
(8)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
(11)
(12)
(13)
13. Charitable and Governmental BequestsfSec 9113 Trusts for which an election to lax has not been
made (Schedule J)
IS: 91...
14. Net Value Subject to Tax (Line 12 minus Line 13)
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
x.O~ (15)
x.O~ (16)
x .12 (17)
x .15 (18) 2.7'1
(19) ;). >9.
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
J5rf"l
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREET ADDRESS \ \ ..,. D """-
'<U'" iJ", l 'r->" /,....
c/o Sr.',
$'
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c..........
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t~ ~ OIL
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CITY
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
;;.3'1
Total Credits (A + B + C ) (2)
",,/;4 - 0 -
3. InteresUPenalty if applicable
D. Interest
E. Penalty
TotallnteresUPenalty ( 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 refund (4)
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ZIP 17~.:;:".
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5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE,
';}.31
(5)
(5A)
(5B)
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
2."}'
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
No
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1. Did decedent make a transfer and:
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? .
Yes
..0
......................0
........0
...0
o
......0
................0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
[3
B
'0
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and 10 the best of my knowledge and belief, it is true, correct
and complete.
Declaration of preparer other lhan the personal representative is based on all informalionofwhich preparerhas any knowledge
DATE
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?- , 4 ~ '"1:>1'",.\..I! \,,.. \... \....rlt-t
'5~29L
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SIGNATURE OF PRE PARER OTHER THAN REPRESENTATIVE
ADDRESS
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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
[72 P.S. 99116 (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. 99116 (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 chiid is 0% [72 P.S. 99116(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. 99116(1.2) [72 P.S. 99116(a)(I)].
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. 99116(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.
''''."'''''.,,.;''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Prf'oJl"I'-
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l* t!..t!.- \d..v-.
FILE NUMBER
'2 ()O? - 00, (. ~
ESTATE OF
Debts of decedent must be reported on Schedule I.
ITEM ~UNT
NUMBER DESCRIPTION
A. FUNERAL EXPENSES: it,.
1- fp-'PcJ ~ f.e,.,+ C. Sn(D.o ,~....v--I ,.t-.e .
(1.
,4~ ~~c..-~, I ., ;20 ( ,
B. ADMINISTRATIVE COSTS:
1- Personal Representative's Commissions 3"\~u~ '1- \..lu~Lu.
Name of Personal Representative c/J
Sodal Secunty Number(s) I EIN Number of Personal Representative(s)
Street Address :;1.1" <t 'I>,o\- '\.e ~ \..... w It,
City \ r ..c.".., ';,c. ,.. . State --.EL Zip 'S <( 2. 9 ~
Year{s) Commission Paid: - v/A -i!!J ~
2. Attorney Fees iY-IA -,,-
3 Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
'S""t4. V e....... ~ ~{.c.~Lt.<..
Claimant ,J -
Street Address :)., L{4 ")>A"T"'" <;>.,...\....... Iou Ii"!
City \ r Ly...\ ~ ,A. "J~Z n State Ft Zip >t.(Z9L
Relationship of Claimant to Decedent j\rQ&\.&.....> .. ~",~c.u~ '"f C.l-...'t...
4. Probate Fees. ~"'I:;;""...( w', II S ~. 5" ,::
I
5. Accountant's Fees
-0-
6. Tax Return Preparer's Fees _0-
7. .e. )l<'<-v-\"c- .....,,":> C '/0"" ~ . rr,., . 0-- 9-.') ~ '.3 "", ys
Q. f>.,,..F,........., ~........~, \..........:....0., ". z.SJ. sO /
.\.. e...,..-'wJ2. Ca..... fu~ I......:....., /44, ,S
\ , .
~
TOTAL (Also enteron line 9, Recapitulation) $ /..f':;2. l/.:>
-
(If more space Is needed, Insert additional sheets of the same size)
'".,"''''''.,'-*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
A--t- /U A
L(::)u,~~
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
f.!f c. ~f.L,
FILE NUMBER
:2 Ob'Z - 6"; ':r
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly.owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
':2.
;V 3
>V
VALUE AT DATE
OF DEATH
DESCRIPTION
f=:,,,:~..o \,_0. '<..4 {2.-... $(.f~I.~"1 (-.I~l-'<C ~ (j..u,
C!' ~~'4 1"---\
~217. ,2...
cJ?-:-, f- (CJ-4-t ~/A:;r~....... (t-
c( ....Q~.A-c.c.:.t'.
:f 2S?? ~!
~ .~.~. cQ..o. ff- L....~o(..., L? GNS~----'" 111..;\
~ f""1M ~: 9.~ a-€ 0.......- L. r{~c.~~
~ 2, oo~. I'
f'SOT ~~~ Vta. f(>~ r~oO
t....> I. \~ ~~ ~,P:-
cfi ,8t- 85~ 7
"^ C> c.-'"t, { 0 \ '!- e><> ( .
TOTAL (Also enter on line 5, Recapitulation) $;), '-17 g, V
(If more space is needed, insert additional sheets of the same size)
",."""''',,.:.
COMMONWEALTH OF PENNSYLVANIA
INHER\1 ANCE T A.X RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
L
'?.
SCHEDULE J
BENEFICIARIES
(t1J NA L.",. ~
f.J ~<: ~
FILE NUMBER
;J. 602.. - 607 (., ,=:
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF EST ATE
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include oulnght spousal distnbutions)
1.
T \.~ L. H~~\<Lt...
~p'7, /..{O"Z-
'"1~S~. ,p O.'L~'
6"'- l!..-........, ,.,...'"1;),
f.> C!. I' <......-
~
t.j 00 .
7..,8..,7,
;2..
lu ill.:'-~. ~ t.."-~ \.4...
~(l.....(. 13c>l< 2.q~ Pc /<3:5'1,
f-rt:> (L.e.. u _Iou t....J1, .. .
,.,... 0 ~~"l4... I ~^.
~ -...-. ....
:S..., ~'!.~ I.J" ..
122.9 r\ ;;."?q,<t
~~,r.
tJ....'t~
.:<I 400.
I-> L-{' L.,...-
" 4 00 .
o.J.
1< ~ . "., A. sr..... 'tC.oA-~
1(.,10z.. F\~' l(>"...l.F l...~'1I"'"
t-J- 8. '^"'~""" \.
fJe., c. ~
J>
t.fo ~~
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space Is needed, Insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
HECKLER STEVEN J
2149 DATE PALM WAY
VENICE, FL 34292
told
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: Ssly: 2o1-i6-4620
FILE NUMBER: 2102-0765
DECEDENT NAME: HECKLER A LOUISE
DATE OF PAYMENT: 10/17/2002
POSTMARK DATE: 10/1 1 /2002
COUNTY: CUMBERLAND
DATE OF DEATH: 08/ 1 6/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 ~ 52.39
TOTAL AMOUNT PAID:
REMARKS: STEVEN J HECKLER
CHECK#104
SEAL
INITIALS: DO
RECEIVED BY: MARY C. LEWIS
52.39
REGISTER OF WILLS
REV-1162 EXi11-96)
NO. CD 001741
REGISTER OF WILLS
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
~NN~ l~ts.e. ~~-p~~
Name of Decedent:
L 2 C, o Z
Date of Death: ~ V ~.,` ~ " 1
Will No. ~, t,bZ - two, (, ~
PJ4.NO. Zl -O'L- 61Gj
Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on ~QA~- ~~ Za0 2
Name
Address
~-~,,..R.~ R - l-~ ~ ~ k I.~~, , J.~.
ll~ ~4 • S-~.~ ~cC..,~ s
~.~ -~
12.2q Sw ~3 - l.~udse
1(,0'2 ~~~'(~P~"``` ~^~ N'~• ~~. ~(. 33°j'17.
Notice has now been given to all persons entitled thereto under Rule 5.6(a) excepC
Date: ~ ~ { . Z G U Z
5-~-~~ ~ ~ ~~~~~
~w^-~tS~ (F~
Signature ~ '
Name ~'~` 2i V p..H, J - ~'`t ~-c-~-Zc
Address a (y ~' 'D,~-~'~ f ~~k.. ~.cJ~t`j
Telephone (9i/J ~'-~ ~ S - /QO ~{
Capacity: / Personal Representative
Counsel for personal representative
~~ ~~
STATUS REPORT UNDER RULE 5.12
Name of Decedent: A/lliVJ~ LQV~s ~ ~~.c-k~
Date of Death: ~-l, ~,~ ~ Z°o 'Z.
Will No. ~- 60Z - Ov ~LJ Admin. No. PA.~"O' 2r.-ci - ~1 GJ
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:
Xes No v
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: ~~..-. '03
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No .
b. The separate Orphans' Court No. (if any} for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
/G'~v'
Date:
~ J. ~-
Signature
Name (Please type or print)
a r ~ ~ ~,~T~ P~N.,~ ~ ~-Y
Address U.~,,,~.« ~ ~I. 'S ~i Z4 L
Tel. No.
(MAH:rmf/AM3)
Capacity: vPersonal Representative
Counsel for personal
representative
~~ ~". ~
inventory of the real and personal estate of
N l~- ~ `-~'~ S a" ~ `~~"~)~ deceased
1~v ~z~^'`~ ~~ ~~
ly-~ q /t,~s~ C ~ o"f'C`~-o I FI'~`-`'°"~` ' T`t
r-- l
,~ ~'~~ t„~((
COUNTY OF CUMBERLAND
ss:
being duly -- _,_-__~- according to law, deposes and says that he _ S~'Q-~'~" ~- 1~~~<<~
_ of ,the Estate of N N /''~ ~Hvi ~-~ ~ ~EC~~4
late of . _- -- ~-~+~--1? ~1~?*~-0-(''~"'`,~ ~~"'~` S-~1=--------, Cumberland County, Pa., deceased and that the
within is an inventor made b ~~"~' ~~ -__ ~~~-~~~ __- ____-_._~_, the said -QXtt•-~`4-~-~
Y Y ---- - - ------ - -
of the entire estate of said decedent, consisting of all the personal proparty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item: of the Inventory represent it's fair value
as of the date of decedent's death .
and subscribed before me, ~ ~~~~~ ~ ~ r ~~~~('0,
~ Ezecu!or -Administrator
~_ 19
r -- --- -- -------- -
--
1
f -- - --
I
Date of Qeath --- rf!°- -------~ -_--- ~-- ----
Day -~-
Address
Zoo ~-
Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
STEVEN J HECKLER
2149 DATE PALM WAY
VENICE FL 34292
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP W1-02)
DATE 12-16-2002
ESTATE OF HECKLER ANNA L
DATE OF DEATH 08-16-2002
FILE NUMBER 21 02-0765
COUNTY CUMBERLAND
ACN 101
Anount 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
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HECKLER ANNA L FILE NO. 21 02-O7b5 ACN 101
--------------------
OR
DATE 12-16-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .OD credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) [3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 ofi this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 476.62 tax payment.
6. Jointly Owned Property (Schedule Fl (6) •~ ~
7. Transfers (Schedule Gl (7) •00
8. Totai Assets (g) 476.62
APPROVED DEDUCTIONS AND EXEMPTIONS: 452.45
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)_
10. Debts/Mortgage Liabilities/Liens (Schedule I) ( 10) 8.2 5
11. Total Deductions (11) 460.70
12. Net Value of Tax Return (12) 15.92
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax [14) 15.9 2
NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) • 00 X 00 = . 00
16. Anount of Line 14 taxable a# LineallClass A rate (16) .00 X 045 = . 00
17. Anount of Line 14 at Sibling rate (17) .00 X 1 2 = .00
18. Amount ofi Line 14 taxable at Collateral/Class B rate [18) 15.9 2 X 15 = 2.39
19. Principal Tax Due (19 )= 2.39
TAY NDCf1tTC.
v•`~
DATE
NUMBER +
INTEREST/PEN PAID [-) AMOUNT PAID
10-11-2002 CD001741 .12 2.39
TOTAL TAX CREDIT 2.51
BALANCE OF TAX DUE .12CR
INTEREST AND PEN. .00
TOTAL DUE .12CR
* 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
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS-~
~~{/1~
~~1
STATUS REPORT_UNDER_RULE. 6.12
Name of Decedent : ~Nr* ~Gvc S
Date of Death: ~!/~~~~"~
Wi11 No. ~2"""~~~ Admin. No. ~.~~~"
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ~ No
2.
representative
complete:
If the answer is No, state when the personal
reasonably believes that the administration will be
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 ~~ ~ ~~, fJer~4J,,~,,f, ~~ap,~
b. The separate Orphans' Court No. {if any) for `~
the personal representative`s account is: /ul/f.
c. Did the personal representative state an
account informally to the parties in interest? Yes ~ No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
~ p 7 ~ Za-e.3 ~.
Date: J ~.~
nature
Name (Please t e or print)
Address
c g~~ ~ ~ ~^- ! ~o
Tel. No.
Capacity: (~ Personal Representative
Counsel for personal
representative
{MAN:rmf/AM3)