HomeMy WebLinkAbout02-0856
Estate of Paul R. Sohle
Also known as
PETI ION FOR PROBATE and GRANT OF LETTERS
No.: :; /-0.:2 .851.11
To:
Register ofWilIs for the
County of Cumberland in the
Commonwealth of Pennsylvania
Social Security No. 187
The petition of the und rsigned respectfulIy represents that:
Your petitioner(s), who are 18 years of age or older and the exectrlx named in the last Will of the above
decedent, dated 18 June 002 and codicil(s) dated!!Q!!!l.
state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domicile
residence at 9S Oneida
at death in Cumberland County, Pennsylvania; with hi,,! last family or principal
ad earn Hill PA 17011.
(list street, number and municipality)
Decedent, then~ year of age, died Seotember 14. 2002. at 9S Oneida Road. Camo Hill. PA 17011.
Except as folIows, dece ent did not marry, was not divorced and did not have a child born or adopted
after execution of the wil offered for probate; was not the victim of a killing and was never adjudicated
incompetent: N/A
ylvania
elda Road Cam Hill PA 17011.
PI
$ /'1 S fI"V'O
-I
$-
$
$
Decedent at death owned
(If domiciled in PAl
(If not domiciled in P A)
(If not domiciled in P A)
Value of real estate in Pe
Situated as folIows: 9S
roperty with estimated values as folIows:
AII personal property
Personal property in Pennsylvania
Personal property in County
WHEREFORE, petitio res) respectfully request(s) the probate of the last Wi\1 and codicil(s) presented
herewith and the grant of etters testamentary
(testamentary; administration c.t-a.; administration d.h.n.c.t.a.)
thereon.
,,~
. o~
-;;3i'
e8!5
" ij.-
cu'O"P
Q'il~
(15"
JL2~ K~'~~oJL
IsabelI D. Fitzl!erald .
9S Oneida Road
Camo Hill. PA 17011
ATH OF PERSONAL REPRESENTATIVE
COMMONWEALT OF PENNSYLVANIA
}
} 88
The petitioner(s) above- ed swear(s) or affmn(s) that the statements in the foregoing petition are true
and correct to the best of e knowledge and belief ofpetitioner(s) and that as personal representative(s) of
the above decedent petitio er(s) wilI welI and truly administer the estate according to law.
Sworn to or affirmed and ubscribed before
me this 20th day 0 Seotember
,~
{.jb~Kad;__M OJ? ~
{ Isabell D. Fitzgerald -- (J(J
{
{
l"l_o..... ...
No. .21-0.:1.- 8~lD
legel, Deceased
E OF PROBATE AND GRANT OF LETTERS
AND NOW, Se tern r 21 2002, in consideration of the petition on the reverse side hereof,
satisfactory proof having een presented before me,
lT IS DECREED that the instrument(s) dated 18 June 2002.
Described therein be a tted to probate and filed of record as the last Will of Paul R. Scblel!el; and
Letters Testamentarv ar hereby granted to Isabell D. Fitzl!eraId
FEES
Probate, Letters, Etc. ..... ....$ 2 3 5 . 0 0
Short Certificates ( )........ ,,$ .l2..Jl 0
x~..ex.tr,a. p~. 00
. $...5..-llil
TOTAL $~.OO
filed 9-23-2 02 717-737-2033
xf~x..ma,Hed..,t-e-' a~~y",g.~23-2002
~-~Ut~f'"
egisterofWiIls ~~ __,
James M. Bach 18727 ~
ATIORNEY (Sup. Ct. J.D. No.)
352 S. Sporting Hill Road, Mechanicsburg, P A 17050
ADDRESS
PHONE
H10'i.80'i REY,)/86
This is to certif)! that the informati
Local F,egistrar. The original certifi
n here given is correctly copied from an original certificate of death duly filed with me as
te will be forwarded to the Srate Vital Records Office for permanent 'filing.
WARNING: t is illegal to duplicate this copy by photostat or photograph.
No.
1",,,"I1""'~""",,,
"",'!..~\.1H OF PEl--.,
",~~.._.-.'4'"'
II ~~. .__.-_.--:'_. -'. u,...t::,,-
'~. st'
f~ ~ - -.- - - ~i
~B,' -~ i):~
>*" .'. .......~.,*l
- ~ c_ ~-..:'loo. ,\
\~ -~_,?-:- ~ ~t
--f,fl,' ~'r\\'
~~-~ 7'AffNl ~\ ~ "",
";'''''''''''#11111111111''
~~ ~~ iO.~
Local Re lstrar
Fee for this certificate, $ .00
P 8606572
..L,t 'f,~W'LIf. d-~ J-
/
Dare
fHO!>.l-t3A.. 2181
MUONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HULTH . YITAl RECORDS
CERTIFICATE OF DEATH
1"lPEiPAf'H
'"
PEflIolAI<EHl
IkACKIHK
_OfDECEDENl(fIf1l~.l""
,. Paul R. SChlegel
AGeClasren.oa,. UHOEltl'I'EAA
-1,-
4 ..
COUNlYO#'CERI'l arv.
y,
3, Male
SWEFII.t_
SOC/IolSECUAlTYNUIItIIlA
. 187 - 05
3325
OREOI'ClVIlH_.~'_1
<Se t:ember 14. 2002
DREOI~H
,_. o.v. '_I
~1C"Yao>d
sw.",r"'_C<P>lr\ll
Pl..ACEOIOERH~
""""'"
_0
:"0
Shamokin, PA
HME(II<'I<Il__.....__,
,a
~
-
--.
CUmberland ~.N.O =-~'::::t11
IoIOTHER'lINMlElf41L.........,.,,~
Anna Hunsinger
..... .....0tI/b0rl. lio~
95 oneida ill PA 17011
=~ .....tII~o-. -~""ZIIoc..
.....,....SWlII;-.......
---
--
.. Married
d..._...... LcMer
White
-"""'"
II'....,~--
. ClEtlerlard
DECEDENt'
~~-='-=-"::~
11 Business Mana 1
OECElDENt'SIoiIALIMSADOflhf......~....z.,c-.
95 oneida Road
.. Camp Hill, PA 17011
fIIMEW.tw.lIi,...........
I James SChl
~slrWl.:lT~
95 Oneida Road
sabel Fitz
en
ald
..
. Mechani.csburg,
..
k.... t_
,-
!~..=
,
t ~
1'JlIII'I"1I::(lt.-~........~.._...
...-........~__..I'lUIT,
J7.PlUl'tI: E_"'__injolrIM...~~
liolOl'llf__"'__
,v-l t-"r~,'
ounOCllflASA HCEOf):
n&......r.....c.Ml
,
{*"__4...........
( ;;--- .~~"'r' ._.
_~ "J
I: IlUElDfMASA QUfNCEOf):
punotM"'u "'"""..,
MAU1l:II"S1"lNOINI3S ..... """
...-'" ;zf
"'''''''' -
,..." -
..1l'1'" - 0 --
- 0 CoI*I__".._
.. 0,..,0
::J
d
....PlCALU~
0... bQIe .............. .....-......-.111..,
-.........................................
11..
.........~...........Ie...,.a~.andoj...IG....c...M(.)....
-.......
lItJUIn'lIlWORlt1' I1UCAIIlEHOWfiJURYOCCUflMO
~
-'-
- - -
c:IlIITlI'JIIt,~.....,......
.CUlfIf'\'ll.aHn'~""-~..-d-__ ~__...--do..."""~.......nl
"...._or""~__......_.....~ __.._... .................
Jj
.
~
g
a
~
.
,
.
.
'J ~ -.....AfCc:unFl'_'"'SlCIAII~_:>I
r.._........u............-......._.....
I:JJ I o..I, I';' I
...s..
1-02-856
HE LAW OFFICE
of:
J ES M. BACH
Attorney-At-Law
352 S. Sporting Hill Road
~echandcsbuxg,Pi\ 17050
737-2033
LAST WILL AND TESTAMENT
FOR
PAUL R. SCHLEGEL
ast Will And Testament Of
P i\UL R. SCHLEGEL
I, PAU R. SCHLEGEL, of the TOWNSHIP OF LOWER ALLEN.
COUNTY OF UMBERLAND COMM NWEALTH of PENN YLVANIA, being
in good bodily h alth and of sound and disposing mind and memory, and not acting under
duress, menace, aud, or undue influence of any person whomsoever, merely calling to
mind the frailty f human life, and being desirous of disposing my worldly goods while I
and capacity so to do, I do make, publish and declare this my LAST
WILL STAMENT. I hereby revoke, cancel and annul all my former Wills and
. g codicils thereto, by me at any time made, and declare this alone to be
my STWILLANDTE TAMENT.
AS TO SUCH
THIS LIFETI
ITEM 1.
ITEM 2.
ITEM 3.
ITEM 4.
ITEM 5.
ITEM 6.
STATE IT HAS PLEASED GOD TO ENTRUST ME WITH IN
E, I DISPOSE OF THE SAME AS FOLLOWS, VIZ:
. ect that my Executrix hereinafter named, pay and discharge all of my just
ts, funeral and testamentary expenses.
I rder and direct that I be buried in a lot I own situate at the Odd Fellow
C metery, Shamokin, Pennsylvania.
I ve, devise and bequeath the sum of Twenty-Five Thousand Dollars
($ 5,000.00), free from tax, to my dearly beloved stepdaughter, Colleen M.
G umer, per sterpes.
I 've, devise and bequeath the sum of Fifty Thousand Dollars ($50,000.00),
fr e from tax, to my dearly beloved niece, Mary Ann O'Dell, per sterpes.
A the rest, residue and remainder of my entire estate, wheresoever situate,
an whatsoever it may consist of, I give, devise and bequeath, absolutely, and
in ee, to my dearly beloved wife, Isabell D. Fitzgerald, per sterpes.
I ominate and appoint, Isabell D. Fitzgerald, as Executrix of this my Last
W 11. Should the Executrix named herein fail to qualify or cease to act as
n_ ____......:-. ...t..~~ T ...................~...+ ("".....11........_ -... ~...~._~... __ D______...-=__ ~- 1_ -
ITEM 8.
ITEM 9.
ITEM 10.
rder and direct that my personal represenative(s) named herein use
e legal services of JAMES M. BACH, as Attorney for my estate.
I . ect that all estate, succession, legacy, inheritance or other transfer
ta es, however designated that shall become payable by reason of my
d ath in respect of all property comprising my gross estate for tax
oses, whether or not such property passes under this LAST
LL, shall be paid by my Executrix out of my residuary estate.
I ant to my personal representatives herein named, in addition to,
b t not in limitation of those powers vested by law, to be exercised
thout prior application to or approval of any court, the power and
a thority to retain indefinitely any property, to invest and reinvest
assets or the proceeds derived from the sale of assets, although
s d investments may not be of the character prescribed by law, to
, convey, assign, transfer and encumber any property, to pay,
e or compromise all claims, to make distribution or divisions in
ca h or in kind, and in general to exercise all powers in the
m nagement of any property hereunder which any individual could
ex rcise in the management of similar property owned in his own
ri ht, and to execute and deliver any and all instruments and to do all
ac s, which may be deemed necessary and proper.
(~d.
_________________________________~1'rI>--------------------------------
ACKNOWL~I>GME1'rT
COMMONWE l'H OF PENNSYLVANIA)
COUNTY OF C MBERLAND
)
)
ss
I, PAUL R. SCHLEGEL, the TESTATOR. whose name is signed to the attached or
foregoing instrum nt, having been duly qualified according to law, do hereby acknowledge that I
signed and execut the instrument as my LAST WILL; that I signed it willingly; and that I signed it
as my free and vol ntary act for the purpose therein exp(A' .
'4&f1~f~~
Sworn to or affi ed and acknowledged before me, by: the TESTATOR this 18TH day of}une,
2002.
NClfAIMI.1MI.
M. MOl. ....., MIl
T-....<: L. J~
e.,r... Mar II. ..
Mr
ES M. BACH, ESQUIRE
TARY PUBLIC
chanicsburg, PA 17050
Y Commission Expires: 05/13/03
The prece g instrument consisting of this and three (3) other typewritten pages, identified
by the signature of the TESTATOR, was on the date thereof signed, published and declared by
PAUL R. SCH EGEL, the TESTATOR therein named as and for his LAST WILL AND
TESTAM
Residing at 352 S. Sporting Hill Road
Mechanicsburg FA 17050
TERESA H. LAD
Residing at 352 S. Sporting Hill Road
Mechanicsburg FA 17050
AFFIDAVIT
l'H OF PENNSYLVANIA)
COMMO
) S5
)
R. CHEID MANN and TERESA H. LAUGHEAD, the witnesses whose
the attached or foregoing instrument, being duly qualified according to law, do
we were present and saw the TESTATOR sign and execute the instrument as
at the TESTATOR signed it willingly and that he executed it as his free and
e purpose therein expressed; that each witness in the hearing and sight of the
TESTATOR" d the WILL as witnesses; and that, to the best of our knowledge, the
TESTATOR was, at the time, 18 or more years of age, of sound mind and under no constraint or
undue influence.
Sworn to or
acknowledged before me, by: JOHN R. SCHElDEMANN and
~
CE TIFICATION OF NOTICE UNDER RULE 5.6 a
Name of Decedent: Paul D. Schleeel
Date of Death: September 14.2002
Will No.: 021 3'66 Admin. No.:
To the Register:
I certify that
Court Rules was se
captioned estate on
Name
Isabell D. Fitzgeral
Colleeu M. Gaume
Mary Ann O'Dell
otice of beneficial interest required by Rule 5.6(a) of the Orphans'
ed on or mailed to the following beneficiaries of the above-
tember 20 2002:
Address
95 Oneida Road, Camp Hill, P A 17011
2397 Rolling Hills Drive, Mechanicsburg, P A 17055
6114 Picadilly Court, Harrisburg, P A 17102
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
(None).
Date: S tember 23 2002
Signature
r;- '" t-L .#{,/~
<;t
r'-..J
)
Name: James M. Bach. Attornev-at-Law
Address: 352 S. Sporting Hill Road
Mechanicsburg. P A 17050
Telephone: 717-737-2033
Capacity: D Personal Representative
[gJ Counsel for Personal Representative
. .,
.
.__ REIf.1500E){(&-o01
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
OFFICIAL USE ONLY
/
w
....
~:!;U')
0"''''
w"g
:I:~..J
0...,
..
"
I-
Z
W
C
W
o
W
C
I-
Z
W
C
Z
C
..
Ul
W
'"
'"
c
o
z
o
~
;:)
l-
ii:
0(
o
W
0:::
z
o
<
I-
;:)
II..
:t
o
o
~
11 qo
INHERITANCE TAX RETURN FILE NUMBER
RESIDENT DECEDENT ~N!CODE- ~EA-;-
9- 5 ~__
NUMBER
~
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Schle el, Paul R.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
Se tember 14, 2002 Se tember 25, 1917
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Fitzgerald, Isabel D.
SOCIAL SECURITY NUMBER
- 05
3325
187
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
00 1. Original Return
o 4. Limited Estate
o 6. Decedent Died Testate (Attach copy cfWill)
o 9. Litigation Proceeds Received
D 2. Supplemental Return
o 4a. Future Interest Compromise (date of death afler 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy of Trust)
o 10. Spousal Poverty Credit (dale of death between 12.31.91 and 1-1-95)
D 3. Remainder Return (dale ofdealh prioflo 12-13-82}
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (AllachSch0)
NAME
COMPLETE MAILING ADDRESS
James M. Bach
FIRM NAME (If Applicable)
James M. Bach Attorne at Law
TELEPHONE NUMBER
717 737-2033
352 S. Sporting Hill Road
Mechanicsburg, PA 17050
OFFICIAL USE ONLY
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
(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)
11. Total Deductions (Iotal Lines 9 & 10)
12. Net Value of Estate (line 8 minus line 11)
(1)
(2)
(3)
(4)
(5)
70,298.51
(6)
120,557.24
(7)
(8)
190,855.75
(9)
(10)
19,520.92
(11)
(12)
(13)
19,520.92
171,334.83
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (line 12 minus line 13)
(14)
171,334.83
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
,0 _ (15) NO TAX DUE
, ,0 _ (16) HUSBAND AND WIFE
16. Amount of line 14 taxable at lineal rate
17. Amount of line 14 taxable at sibling rate
, ,12 (17)
18. Amount of line 14 taxable at collateral rate
, ,15 (18)
19. Tax Due
(19)
~..~;!In:'," """. ~,. " ,~r~, ~:' ;!\.l~ .~~~~:, ~/~:,.(;~, r:h.l)i~j!./;'Si:8)~.~I':,~ ::.., ".;;.,l.i~l;t.;.{ I~ .l:I:.FJ!~;.';),,".;"\" f}:;; ~;:~ '< .: T ~ ,... t. , :~~:,~' \.;
200
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREET ADDRESS 95 Oneida "oad
CITY Camp Hi 11 I STATE PA I ZIP 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) NO TAX DUE
2. Credits/Payments
A. Spousal Poverty Credit HUSBAND AND WIFE
B. Prior Payments
C. Discount
Total Credits (A+ B + C) (2)
3. InteresUPenalty ij 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 DVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. 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 5 + SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
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;.......................................................................................... 0 IXJ
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 IXJ
c. retain a reversionary interest; or.......................................................................................................................... 0 IXJ
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 I)g
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 I)g
3. Did decedent own an 'in trust for" or payable upon death bank account or security at his or her death? .............. 0 I!J
4. Did decedent own an Individual Retirement Account, annuity, or other non~probate property which
contains a beneficiary designation? .. ..................... ......................................................... ..........................,............. 0 I!J
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of pe~ury, I declare thai 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
Isabel D. Fitzgerald
ADDRESS
95 Oneida Road, Camp Hill, PA 17011
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
James M. Bach, Attorne At Law
ADDRESS
352 S. Sporting Hill Road, nicsburg, PA 17050
For dates of death on or after July 1, 1994 and before January 1, 1 , the tax rate imposed on the net value of transfers 10 or for the use of the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (ill.
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) (iill.
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. ~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(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblin9s is 12% [72 P.S. ~9116(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 DECE NT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Schlegel, Paul R.
FILE NUMBER
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointry-owned with the right of survivorship mUlt be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
Waypoint Bank - Certificate of Deposit
2.
Series EE Savings Bonds redeemed at PNC Bank
$22,878.83
$32,419.68
3.
1999 Cadillac Sedan DeVille
$15,000.00
TOTAL (Also enteron line 5, Recapitulation) $70, 298 . 51
(If more space is needed, insert addilional sheets of the same size)
RfV.1509 fX+ (12.881
.
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Schlegel, Paul R.
I FILE NUMBER
Joint lenon1(1):
ADDRESS
95 Oneida Road
Camp Hill, PA 17011
RELATIONSHIP TO DECEDENT
NAME
A. Isabel D. Fitzgerald
Spouse
B.
C.
Jointly-owned property:
ASSETS OWNED BY HUSBAND AND WIFE
LETTER DATE
ITEM FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBEI JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
1. A. Checking Accout at PNC Bank $34,874.01 50% $ 17,437.00
2. A. Certificate of Deposit at
Waypoint Bank, #7100029861 $20,820.39 50"10 $ 10,410.20
3. A. Certificate of Deposit at
Waypoint Bank, #554210228 $23,741.94 50% $ 11 ,870.91
4. A. Certificate of Deposit at
Community Bank, #4800079430 $88,072.86 50"10 $ 44,036.43
5. A. Certificate of Deposit at
Commerce Bank, #0616262209 $21,239.13 50% $ 10,619.57
6. A. certificate of Deposit at
PNC Bank, #5000853292 $18,625.44 50% $ 9,312.72
7. A. Certificate of Deposit at
PNC Bank, #21001030160 $20,925.53 50% $ 10,462.77
8. A. Certificate of Deposit at
PNC Bank, #331100039012 $12,815.16 50% $ 6,407.58
-
TOTAL (Also enter on line 6, Recapitulation) $ 120,557.24
(If more space is needed insert additional sheets of some size)
""'.os"".,,.".
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Schlegel, Paul R.
FILE NUMBER
Debts of decedent must be reported on Schedule I
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1- Malpezzi Funeral Home $9,827.60
2. Funeral Flowers $ 397.50
3. Hotel rooms for guests attending the funeral $ 622.08
4. Grave marker $2,250.00
5. Two (2) Burial Lots $1,087.00
-
B. ADMINISTRATIVE COSTS:
1- Personal Representative's Commissions
Name of Personal Representative (s)
Sodal Secunty Numbe~s) I EIN Number of Petsonal Representative{s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees James M. Bach $4,217.91
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountanfs Fees
6. Tax Return Preparer's Fees
7. Register of Wills $261.00
s. Nursefinders $600.00
9. West Shore EMS $ 74.40
10. Patriot News Legal Ad $108.43
11. Cumberland Law Journal $ 75.00
TOTAL (Also enter on line 9, Recapitulation) $19,520.92
(If more space is needed, insert additional sheets of the same size)
REV.1513EX+\1.97j
'*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Schlegel, Paul R.
SCHEDULE J
BENEFICIARIES
FILE NUMBER
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. Isabel D. Fitzgerald Spouse 100%
95 Oneida Road
Camp Hill, PA 17011
-
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)
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Paul R. Schlegel
Date of Death: September 14.2002
Will No.: 2002-0085~ Admin. No.:
Pursuant to Rt Ie 6.12 of the Supreme Court Orphaos' Court Rules, I report the following
with respect to comple~on of the administration of the above-captioned estate:
1. State hether administration of the estate is complete:
[8JYes DNo
2. If the nswer is No, state when the personal representative reasonably believes
that th administration will be complete:
3. If the nswer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
DYes [8J No
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state ao account informally to the parties
in interest? ~ Yes D No
c. Copies of receipts, releases, joinders aod approvals of formal or informal
accounts may be filed with the Clerk of the Orphaos' Court and may be
attached to this report.
Date: November 26 21 02
~~
L
Signature (James M. Bach)
James M. Bach. Attorney-at-Law
Name (Please type or print)
r\\~ ~
'1.~~
352 S. Sporting Hill Road. Mechanicsburg. PA 17050
Address
717-737-2033
Phone No.
Capacity:
Personal Representative
~ Counsel for Personal Representative
c/
OL
\/
~.,?o -.;v COMMONWEALTH OF PENNSYLVANIA *'
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. Z8a6Dl
HARRISBURG# PA 17128-0601 NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX 1E'4-1~1E'II.fP{Ul.I5)
DATE 01-20-2003
ESTATE OF SCHLEGEL PAUL R
DATE OF DEATH 09-14-2002
U ') FILE NUMBER 21 02-0856
...
COUNTY CUMBERLAND
JAMES M BACH ATTY ACN 101
352 S SPORTING HIL RD I AMount R..itt.d I
MECHANICSBURG p; 17050
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
P.!-!.'!._~~P_f!l!_.!.'!!~__I:.!~~_______! ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) N T'IciniF-YriiiEifii'iNCE-YAX-APjiitAisEMiii'r,--ALiowiNcE-oR"-----------------
DI ALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SCHLEGEL PAUL R FILE NO. 21 02-0856 ACN 101 DATE 01-20-2003
TAl RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FU URE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.l Est.t. (Schedule A (1) .00 NOTE: To insure PI"
2. stOGks end Bonds (Sched 1e B) (2) .00 credit to your accou
3. Closely Hald stock/Part ..,..ship Interest (Schedule C) (3) .00 "'i t tt. upper POI"
4. Mortgages/Notas Receival 1. (Schedule D) (4) .00 of this form with yo
5. Cash/Bank Deposits/Hlsc Personal Property (Schedule E) (5) 70.298.51 tax PaYIIlN'tt.
6. ~olntly Owned PrOPerty Schedule F) (6) 120,557.24
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 190,855.75
APPROVED DEDUCTIONS AND E) EMPTIONS: 19,520.92
9. Funerel Expenses/AdD. Cc sols/Misc. Expenses (Schedule 11) (9)
10. Debts/Mortgoge Liebi1it es/Liens (Schedule I) (10) .00
11. Total Deductions Ill) 19.5?0 9?
12. Net Value of Tax Ret rn (12) 171,334.83
13. Cheritabl./GoYer~n al Bequests; Non-elect.d 9113 Trusts (Schedule .J) (13) .00
14. Net Value of Estate ubiect to Tax (14) 171,334.83
NOTE: I'f an assessmeM.1l as issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re'flec't 'figures 't~ a't include 'the 'total af ALL re'turns assessed 'to date.
ASSESSMENT OF TAX: 171,334.83 X
15. AllOUl\t of Line 14 at $pc "...1 rate (15) 00 = .00
16. Allount of Line 14 taxeb. ~ et Lineal/Class A rate 116) .00 X 045 = .00
17. AllOUl\t of Line 14 .t Sl~ fling rete (17) .00 X 12 = .00
18. Anount of Llne 14 texab l~ at Collet.ral/Class B rete (18) .00 X 15 = .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
"J A"OUNT PAID
DATE NUI1BER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, ~EE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL ~NTEREST. IF TOTAL DUE IS REFLECTED AS A nCREDI~' (CR), YOU NAY BE DU
A REFUND. SEE REVERSE SID~ OF TNT~ I='nDN E:'nD TIUI!.,._.,...,........_ ...
_r
nt,
Hon
ur
E