HomeMy WebLinkAbout02-0962PETITION FOR PROBATE and GRANT OF LETTERS
Estate of SU$atn S U~UtnIZ No 21-02-962
also known as
To:
Deceased.
Socia! Securrfy No. ~ 7 - 6 ~ -- ~a 3
The petition of [he undersigned respectfully represents that:
the
Your petitioner(s), who is/are IS years of age,pr older an the execut ~/
in the last wilt of the above decedent, dated f-\u~ us~ j l 1 ZG~~ named
and codicil(s) dated
- l.f _
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in L uw~ ~ /(ut,t
h eY last family or principal residence at ~3p5 ~p/ dCounX, P ~ ns~lvani~~with
v t' ~
(list street, number and muncipali[y)
a[ l AV I S I 1-(
Except as follows, e
after execution of the
incompetent: _~I
years of aRe, died lX-1o4~ev' 1
~ Zc~~-
gem atu not marry, was not divorced and did not have a child born or adopted
offered for probate; was not the victim of a killing and was never adjudicated
Decendent at death owned property with estimated values as fallows:
(If domiciled in Pa.) All personal property $ Z p0 Ct00
(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: _
WHEREFORE, petitioner(s) respectfully equest(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters ~ P~~nn^ eut ~~c v
CheiOn. (testamentary; administration a[.a.; administration d. b.n.c.t.a.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1
COUNTY OF C U M I~ER L.A l~lJ) ~ ss
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition aze
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 25th day of t"
OCTOBER ~g2002 - Q
,e2c.c-c%Q~J e
Regrster
Register of Wills for the
County of C~uu1~~r~q~t~ in
Commonwealth of Pennsylvania
No. z>-oz-96
Estate of S u5ca ~"~ S U~ d n Z ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW OCTOBER 28 ~249z. in consideration of the petition on
the reverse side hereof, satisfactory proof having beef} presented before me,
}-1 u u s~ i t "Zcx~o
IT IS DECREED that the instrument(s) date SUSait S
described therein be admitted to probate and filed of record as the last will of
and Letters ~ C
are hereby granted to
/~ /~ C°~f ~ / 1 ~ /_~zatd~_/
~y?ec~~/ inter of Wills
FEES (~ '~Inctr ~ K ~<u~ta~e Z7"768)
Probate, Letters, Etc.......... S 235.00
00
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ATTORNEY
(Sup. Cc. LD. No.)
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TOTAL $ 258.00 ~-itZ~ 2~-9- ~7~
Filed .. OCTOBER. 25,, _?002.. . , , . , " ...... pxoNE
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' - ~ .I ~~xm Irion here =ive^ is correctly copied from an original certificate o(de.uh duly tiled with me as
I I. I b:,~;i I Lr o _n ccrllhcae will I e Ibrw:u~ded ro the Srl[r ~%irll Records ORice for prnn;(n,enr Aline.
~j/AHIJING: It is illegal to duplicate this copy by photostat or photograph.
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21-02-962
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LOCaI RC~rlti CY31
21-02-962
LAST WILL AND TESTAMENT OF
SUSAN S. GLANTZ
I, Susan S. Glantz, of the Borough of Carlisle, Cumberland
County, Pennsylvania, declare this to be my Last Will and
Testament and revoke all Wills and Codicils previously made by
me.
ITEM I: I direct that all my legally enforceable debts and
funeral expenses, including all expenses of my last illness,
shall be paid from my residuary estate as soon as practicable
after my decease as a part of the expense of the administration
of my estate.
ITEM II: I bequeath any automobiles or motor vehicles I may
own at my death, my personal effects, my household goods, and
other tangible personal property of like nature (not including
cash or securities), together with any existing insurance
thereon, to such of my children as are living on the date of my
death, to be divided between them by my personal representative
with due regard for their personal preferences in an nearly equal
shares as practical. I direct that any of the foregoing articles
not selected by my said children shall be sold at public or
private sale by my personal representative and I further direct
that the net proceeds thereof shall be administered and
distributed as a part of the residue of my estate.
ITEM III: I devise and bequeath the residue of my estate of
every nature and wherever situate, including any property over
which I shall have any power of appointment, as follows:
(A) Two-thirds (2/3) thereof to my son, David M.
Glantz, of Carlisle, Pennsylvania. Should my said son predecease
me I devise and bequeath his share of my estate to his issue, per
~ ~ ~
stirpes, and in default of any such then living issue, such share
shall be added to the share of my daughter, or her issue, as set
forth in Item III (B) below.
(B) One-third (1/3) thereof to my daughter, Deborah J.
Hanna, of Storrs, Connecticut. Should my said daughter
predecease me I devise and bequeath her share of my estate to her
issue, per stirpes, and in default of any such then living issue,
such share shall be added to the share of my son, or his issue,
as set forth in Item III (A) above.
ITEM IV: All Federal, State and other death taxes payable
because of my death, with respect to the property forming my
gross estate for tax purposes, whether passing under this Will or
otherwise, including any interest or penalty imposed in
connection with such taxes, shall be considered a part of the
expense of the administration of my estate and shall be paid out
of the principal of my residuary estate without apportionment or
right of reimbursement.
ITEM V: I appoint my son, David M. Glantz, of Carlisle,
Pennsylvania, Executor of this my last Will. Should my said son
fail to qualify or cease to act as Executor, I appoint my
daughter, Deborah J. Hanna, of Storrs, Connecticut, Executrix of
this my last Will.
ITEM VI: I direct that all fiduciaries acting under this
Will, whether or not named herein, shall not be required to give
bond for the faithful performance of their duties in any
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal,
this l~~'` day of August, 2000.
n
Q~ [SEAL]
The preceding instrument, consisting of two (2) typewritten
pages, each identified by the signature of the Testatrix, was on
the date thereof, signed, published and declared by Susan S.
Glantz, the Testatrix therein named, as and for here last Will,
in the presence of us, who, at her request, in her presence and
in the presence of each other, have subscribed our names as
witnesses hereto.
C
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE REV-1162 EX~71-96)
BUREAU OF INDI VIpUAL TAXES
^EPT. 280601
HARRISBURG, PA 1 71 2 8-0 601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 002019
BUNDLE MICHAEL R ESQUIRE
SUITE 106
19 BROOKWOOD AVENUE
CARLISLE, PA 17013
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------' mle
ESTATE INFORMATION: ssn1: 1s~-o5-seta
FILE NUMBER: 2102-0962
DECEDENT NAME: GLANTZ SUSAN
DATE OF PAYMENT: 01/07/2003
POSTMARK DATE: 00/00/0000
couNTY: CUMBERLAND
DATE OF DEATH: 1 0/ 1 1 / 2002
101 ~ $7,000.00
TOTAL AMOUNT PAID:
REMARKS: MICHAEL R BUNDLE ESQUIRE
CHECK# 8
INITIALS: JA
SEAL RECEIVED BY:
$7,000.00
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
CERTIFICATION OF NOTICE UNDER RULE 5 6(al
Name of Decedent: S U S a~ S G~ qyt ~ Z
Date of Death: OG~ O.Ik y' ~ ~ ~ Z ~~ L
Will No. ZCsIt7~ - ~QQ~p,Z Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a~) Qf the O hans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on IyOOHtM~w 7 2002
ame Address
lar-+Z 8oS ~orb¢,~ 12d•, Carlv~le PA t"Io13
17e
6
062
Notice has now been given to all persons entitled thereto under Rale 5.6(a) except
Date: ~erb ~ltav 3 top 3 ~ \ , rl
Signature 'lt ~..Q..~~.ulC
Name 1 Y 1,~e.~1.4E ~ K. KuNq~G.
Address ~ Z ~ , ~i K l'~~ ~ L^ ,
~oi lt'Ng SpvrNq~ PJ4 I'loo7
Telephone (yl"~ 2 t~Q_ 32
Capacity: _ personal Representative
X Counsel for personal representative
COMMONWEALTH OF PENNSV LVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 J128~0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 002387
BUNDLE MICHAEL R ESQUIRE
62 SOUTH PIN OAK DRIVE
BOILING SPRINGS, PA 17007
role
ESTATE INFORMATION: ssN: ts~-o5-saga
FILE NUMBER: 2102-0962
DECEDENT NAME: GLANTZ SUSAN
DATE OF PAYMENT: 04/03/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 1 0/ 1 1 /2002
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ $1,051.01
REV-1162 EXI11-961
TOTAL AMOUNT PAID:
REMARKS: DAVID M GLANTZ
C/O MICHAEL R BUNDLE ESQUIRE
CHECK#102
INITIALS: DO
SEAL RECEIVED BY:
$1,051.01
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
RE\;,'c00U!o^",',
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
, HARRISBURG, PA 17128.0601
l1-qlt>- IY-
REV-1500
.-
t...
-
FILE NUMBER
21 02
INHERITANCE TAX RETURN
RESIDENT DECEDENT
00962
CaUNTiCODE/rAR
NUMBER
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DECEDENT'S NAME (LAST FIRST, AND MIDDLE INITIAL)
Glantz, Susan S
SOCiAL SECURITY NUMBER
187-05-6823
DATE OF DEATH (MlvWD-YEAR)
10/11/02
DATE OF BIRTH (MM-DD-YEAR)
08/17/12
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(iF APPliCABLE) SURVIViNG SPOUSE'S NAME (LAST FIRST, AND MIDDLE INITIAL)
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~ 1,OriginalReturn
D4_LirnitedEstate
D 6_ Decedenl Died Testate iA.!ta~h fJpydWill:
o 9,LitigationProceedsReceived
D 3, Remainder Return {dJle of d~ath pli)( t012 ",;-:"
[J 5, Federal Estate Tax Return Required
o 8 Total Number of Safe Deposit Boxes
o 11 Election to tax under Sec. 9113(A) u\li(1( ,S(.t;Oi
D 2. Supplemental Return
D 4a. Future Interest Compromise (dat~ otdeBlIl after 12-12-821
o 7. Decedent Maintained a Uving Trust iAlIach copy of Trusti
D 10 Spousal Poverty Credit !rJale 01 J~ath between 12-31.91 and '-1%
...
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THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Michael R, Rundle, Esq, 62 South Pin Oak Drive Boiling Springs PA 17007
FIRM NAME ('fAppllCalJlel ' ,
TELEPHONE NUMBER
(717) 249-3274
1 Real Estate (Schedule A)
(1)
(2)
201 ,484.23
2 Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
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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)
i51 1,175,00
(6) 636,37
i71
8. Total Gross Assets (total lines 1~7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(8)
(9) 12,919.25
(10) 4,078,10
203,295,60
10 Debts of Decedent, Mortgage Uabilities, & Liens (Schedule I)
11 Total Deductions (total Lines 9 & 10)
(11)
(12)
(13)
16,997,35
186,298,25
12 Net Value of Estate (Line 8 minus line 11)
13 Ctmrilable and GovernrnenlalBequests!Sec 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)
186,298,25
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15 Arnountof Line 14 taxable at the spousal tax
rate, or transfers underSec, 9116 (a)(12)
x 0
(15) ___
186,29_fl15 x 0 45
(16)
8,383.4~
16_ Amount of Line 14 taxable at lineal rale
x 12
17 Amounlo! Line 14 taxable at sibling rate
11Ti
, 15
18. Amount of Line 14 taxable at collateral rate
(18)
19. Tax Due
(19)
8,383,42
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TQ ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's Complete Address:
STREET ADDRESS
805 Forbes Road
CITY Carlisle I STATE I ZIP
PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(l(
8,383.42
7,000.00
368.41
Total Credits ( A + B + C ) (2(
7,368.41
3. Interest/Penalty if applicable
D. Interest
E. Penalty
TotallnteresVPenalty ( D + E ) (3)
4. If line 2 is greater than Line 1 + Line 3, enler the difference. This is the OVERPAYMENT.
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)
1,015.01
A Enter the interest on the tax due.
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5B)
1,015.01
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: Yes No
a. retain the use or income of the property transferred: ..."..."".... .....'. .H.. ................... .. .. .......... .. .... .. .... . D [K]
b retain the right to designate who shall use the property transferred or its income; 0 [K]
c retain a reverSionary interest; Of.. . .. .... D [i]
d receive the promise for life of either payments, benefits or care? ........................ ....... .... ....",,,,,,,, ......'.... D [iJ
2 If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?.. .. .. ..,,, .... D ~
3 Old decedent own an "in trust for" or payable upon death bank account or security at his or her death? ............. D [RJ
4 Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ......,... .. ..... ..........................., ...,.............. ,......... . ....... . ....... .."..... ,.., D [K]
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 penaRies 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 preparerother than the personal representative is based on all information of which preparer has any knowledge.
SI~ ~~,jR)2~ Ry:g.N~~~R FILING RETURN
ADDRESS ~
805 Forbes Carlisle, PA 17013
SI~~ ~~~12~~AN_ Rfr~TATIVE
ADDRESS
62 South Pin Oak PA 17007
DATE
0'-1; - <.."l3-c,~
DATE
u<f _. 0 ?:Q:,
For dates of death on or after July 1, 1994 and before January 1, 1995. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 PS S9116 (a) (11( (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, 09116 (a) (U) (ill]
The statute does not exemot a transfer to a surviving spouse from tax. and the statutory requirements for discioslJre of assets and filing a tax return are still apP,icable even if
the surviving spouse is the oniy 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 PS, s9116(a)(1.2)].
The tax rate imposed on the net value of transfers to orfor the use of the decedent's lineal beneficiaries is 4,5%, except as noted in 72 P.S. S9116(1.2) [72 PS. 89116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.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 biood or adoption.
REV-1503 EX+ (6-98) \':
.~\,~9.
~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Susan S. Glantz
FILE NUMBER
21-02-0962
All property jointly-owned with right of sUlVivorship must be disclosed on Schedule F.
ITEM
NUMBER
,.
DESCRIPTION
Edward Jones Account No. 377-03886-1-3 (see attached)
VALUE AT DATE
OF DEATH
201484.23
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
201,484.23
2\ West High S'treet
Carlisle, PA 17013
(717) 258-4688
www.edwardjones.com
Art Amundsen
Investment Representative
November 12, 2002
Addams & Rundle
Attn: Michael R. Rundle
28 S. Pitt St.
Carlisle, PA 17013-3211
M,'}.e
Dear Mr Rundle:
Re: Susan S Glantz Accl#377-03886-1-3
Valuation as &1: ",0/11/2002
Quantity
5529.09
2700
294.786
383.049
110
13.67
24
1200
1058.554
94.352
300.68446
6000
25000
50000
3000
5000
9000
267.79
Value Per Item
$1.000
$ 6.12
$ 20.16
$ 39.75
$ 23.92
$ 21.55
$ 8.76
$ 26.95
$13.46
$16.68
$ 35.14
$ 103.50
$ 99.00
$ 103.00
$ 99.00
cr".....,. (lr,
'f''''-' .vv
Description
Money Market Shares
American Insured Mortgage
Capital World Growth and Income
Capital Income Builder Fund
Duke Realty Corp
Euro Pacific Growth Fund
General Motors Corp
Georgia Powers Company
Income Fund of America Inc
New Perspective Fund
Weingarten Realty
Federal Natl Mtg Assn Gtd 1993-41 CL LL
Federal Home Ln Mtg Corp CL 1931 - MM
Federal Nail Mtg Assn Gtd 1999-18 CL -LL
Federal Natl Mtg Assn 2000-21 CL - LL
US V',IAst Comm !nc Deb M8!.L\ - lBC'
US West Comm Inc Deb
I\ccrued Interest
,
$ 65.00
$1.00
EdwardJones
Total Value
$ 5529.09
$ 16524
$ 5942.89
$ 15226.20
$ 2631.20
$ 294.89
$ 210.24
$ 32340
$14248.14
$1573.79
$ 1 0566
$ 6210
$ 24750
$ 51500
$ 2970
$ 4850
$ 5850
$ 267.79
The values were obtained from an outside historical pricing service and while we believe that they are
reliable, we do not guarantee their accuracy.
Sincerely,
/.':r', .~
<_<'I .
/~ n"
.' i r / /
.:.- .'..:/ (.. ,
Art Amundsen
Investment Representative
REV-1508 EX'" (6-9H1 "
..9:..~ '...il..
~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Susan s. Glantz
FILE NUMBER
21-02-0962
Include the proceeds of litigation and the dale the proceeds were received by the estate.
All property jolntly.owned with right of survivorship must be disclosed on Schedule F
ITEM
NUMBER DESCRIPTION
1 Check, Edward Jones
2 Federal income tax refund
3 State income tax refund
4 Misceilaneous women's clothing
VALUE AT DATE
OF DEATH
500.00
536.00
39.00
100.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
1,175.00
REV-1509 EX+ (6-98) f
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Susan S. Glantz
FILE NUMBER
21-02-0962
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. David M. Glantz
805 Forbes Road, Carlisle, PA 17013
Son
B.
C
JOINTLY.OWNED PROPERTY:
LETTER D:'TE DESCRIPTION OF PROPERTY %OF DATEmDEATH
rEM EQRJOINT ~IADE !NClUDE NAME OF FINANCIAL INSTITUTiON AND BANK ACCOUNT NUMBER OR SiMV,R DATE OF DEATH DECO'S '1ALUEOF
NUMBER TENANT JO'NT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE VALUE OF ASSET INTERESl DEGEDE~JT S INTEREST
1. A. 1993 Bank Of New York, checking account #008.3816694 1272.73 50% 636.37
TOTAL (Also enter on line 6, Recapitulation) $ 636.37
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Susan S. Glantz
FILE NUMBER
21-02-0962
ITEM
NUMBER DESCRIPTION AMOUNT
A FUNERAL EXPENSES:
1. Hoffman Roth Funeral Home, Inc.- all services relative to funeral and burial 7386.25
2. Rye Monument- engraving headstone 325.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s}fEJN Number of Personal Representative(s)
Street Address
City State_Zip
Year(s) Commission Paid.
2 Attorney Fees 1,250.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00
Claimant David M. Glantz
Street Address 805 Forbes Road
City Carlisle Slate~Zip 17013
Relationship of Claimant to Decedent Son
4. Probate Fees 249.00
5. Accountant's Fees
6. Tax Return Preparer's Fees 200.00
7. Register of Wills- short certificates 9.00
. TOTAL (Also enter on line 9, Recapitulation) $ 12,919.25
Debts of decedent must be reported on Schedule I.
(If more space is needed, insert additional sheets of the same size)
REV.1512 EX+(6-98)
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Susan S. Glantz
FILE NUMBER
21-02-0962
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. Forest Park Health Center - bill
2. Pinker & Associates - bill
3. West Shore EMS - bill
4. Shermansdale Family Practice - bill
5. Belvedere Medical Corp. - bill
6. Carlisle Regional Medical Center - bill
7. Sprint - bill
8. Central Penn Medical Group - bill
9. Mary Ann Glantz- check presented for payment after death
10. Shermansdale Family Practice- check presented for payment after death
11. Port Chester Westmore News- check presented for payment after death
12. Ruth Lynn Bush Chapter NSDAR- check presented for payment after death
VALUE AT DATE
OF DEATH
2993.74
14.10
74.68
28.75
6.90
52.27
17.63
14.69
745.00
26.34
24.00
80.00
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
4,078.10
REV.1513 EXt (9-00)
9.,Jb~
~
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Susan S. Glantz
FILE NUMBER
21-02-0962
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, and transfers under
Sec. 9116 (a) (1.2IJ
1. David M. Glantz. 805 Forbes Road, Carlisle, PA 17013 Son Two-thirds (2/3)
2. Deborah J. Hanna, 16 Ladi Drive, Storrs, CT 06268 Daughter One -third(1/3)
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-15QO COVER SHEET
" NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 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 REY.15QQ COYER SHEET $
(If more space is needed, insert additional sheets of the same size)
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 290601
HARRISBURG, PA I]129-9601
MICHAEL R RUNDLE
62 S PIN OAK DR
BOILING SPGS
COMMONWEALTH OF PENNSYLVANIA
D EPARTMEN7 OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS ANO ASSESSMENT OF TAX
REV-1541 IX 1Fp (01 -0 ])
R@i;rt~.;.., ,:.~ DATE 05-12-2003
!~1< ESTATE OF GLANTZ SUSAN S
DATE OF DEATH 10-11-2002
FILE NUMBER 21 02-0962
ESp 03 MAY 16 ,PI~C ;~~000NTV CUMBERLAND
ACN 101
PA 17 d6~T:- Amount Remittetl
Cirmb~ . ... -,
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 (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
-----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF GLANTZ SUSAN S FILE N0. 21 02-0962 ACN 101
DATE 05-12-2003
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 A7
(1)
2. Sto<ks and Bon tls (Schedule 87 .00 NOTE: To insure
proper
I2)_ 201.484.23 credit to
your account
3. Closely Held Stock/Partnership Interest (Sched
l
C ,
u
e
) (3)
4. Mortgages/Notes Receivable (Schedule 0) .00 submit the upper portion
(4)
5. Cash/Bank Deposits/MSsc. Personal Property (S<hetlule E) (5) .00
1
175
00 of this form with
your
t
6. Jointly Owned Prp perty (S<hetlul¢ F7 (6) .
.
636.37 ax payment.
7. Transfers CSChedula G)
(77 .00
s. 7otai Assess
(g) 203,295.60
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun¢ral Expanses/Adm. Costs/Misc. Expenses (Schedule N) (q7 12+919.25
10. Debts/Mortgage Llabilitles/Liens (Schedule I) (10)_ 4.078.10
11. Total Detluctions
12. Net Value of Tax Return (11J 1[„997 ~
186
298
25
13. Charitable/GOV¢rnmental Bequ¢sts; Non-elected 9113 Trusts (Sched (127
ule J) (13) .
r
.00
14. Nat Value of Estate Subject to Tax 186
29
(14) ,
8.25
NOTE: If an assesseent was issued previously, lines 14. 15
f antl/or 16
17 18
re
lect figures that include the total of ALL ret , ,
and 19 will
urns
ASSESSMENT O assessetl to date.
F TAX:
15. Amount of Line 14 at Spousal rate (15) ,00
16.
Amount of
Line
14
taxabl¢ at
Lineal/Class A rate
(16)
186,298.25 X
17.
Ampunt of
Line
14
at Sibling
rata
(177
.00 x
18.
Amount of
Line
14
taxable at
Collateral/Class B rate
(18)
00 x
19.
Principal
Tax Oue . X
Twv ro rn,.rn_
PAYMENT
DATE
01-07-2003
04-03-2003 RECEIPT
NUMBER
CD002019
CD002387 DISCOUNT (+)
INTEREST/PEN PAID (-7
368.42
.00
AMOUNT PAID
7,000.00
1,051.01
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
70 TAL TAX CREDIT 8,419.43
BALANCE OF TAX DUE 36.O1CR
INTEREST AND PEN. .00
TOTAL DUE 36.O1CR
( IF TOTAL DUE IS LESS THAN bl, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.]
00 _ .00
045_ 8,383.42
12 _ .00
15 _ .00
a 9)= 8,383.42
STATUS REPORT UNDER RULE 6.12 - /D~
Name ofDecedent: ~u~u~ S • ~T IQUl ~ 2
Date of Death: ~'`~~che~ li 2cc•2
Will No.: 2 i - c z - c~'1 ~ ~. 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. 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 Q
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 ^
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the. Orphans' Court
and maybe attached to this (report.
Date: .~ u\,~ 31 ~ 2no3 \ ~~ ~l~ ~ ~~~c~ ~ ~~
Signature
~t~'~-tnn e ~ ~. Q~a~~~ie
Na/me f , f((~~J I ~ 2 C~ {~{
~~~ 6z SCUII'~ PAN ~aK 1NiU~Q IJ D~~~L1Q ~)v~~A~S1}~
Address J
0
~~ ~~~~~ 2~1~-31-7}
Telephone No.
Capacity: ^ Personal Representative
® Counsel for personal representative