HomeMy WebLinkAbout02-1168PETITION FOR PROBATE and GRANT OF LETTERS
Estate of FRANK E . BASEHORE
also known as
Deceased.
Social Security No. 18 8 -12 - 4 6 5 8
Register of Wills for the
County o{CUMBERLAND in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut rix named
in the last will of the above decedent, dated FEBRUARY 1Qa , 19 78
and codicil(s) dated NSA
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
CUMBERLAND
Decendent was domiciled at death in County, Pennsylvania, with
h last family or principal residence at 7 0 7 ROBERT STREET
MECHANICSBURG, PENNSYLVANIA
(list street, number and muncipality)
Decendent, then 7 8 years of age, died JULY 10 , 2 0 0 2 X1Xj ,
at FOREST PARK HEALTH CENTERS CARLISLE, PENNSYLVANIA 17013
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owr..ed 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:
8,000.00
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters TESTAMENTARY
-- (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
CATHARINE I . BASEHORE
~v 707 ROBERT STREET
G~° ~4~'T~~I~I-I~'currRr-, PA i ~n~5
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No. 02/- n ~ - ~ ~ 6 t?
To:
OATH OF PERSONAL REPRESENTATIVE
COMMONWEAI TH OF PENNSYLVANIA
COUNTY OF _LUMEiERLAND
ss
The petitioner(s) above-name,~i 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 nd my admi to the esta according to law.
.r ,
w rn to or affirmed and subscribed CATHARINE I. BASEHORE t„
S o
ore me this ~?~?~ day of a
P~.~2 _
~o
~~-~/ ~Z~~~,) Regi ter
/7-///-~
No.
Estate of FRANK E. BASEHORE ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND MOW ~c~. ~,~, ry ,~"~,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 FEBRUARY 10 , 19 7 8
described therein be admitted to probate and filed of record as the last will of FRANK E . BASEHORE
and Letters TESTAMENTARY '
are hereby granted to N Ra i~r~ e, ~ L~7AS~ I-}c~~tf
FEES
00
ob~at~,E etters, Etc. ......... ~-~~_
Short Certificates( ) .......... ~ ~.ob
Renunciation ................ $
~.~ ~ ~~. ~
TOTAL $
Filed- ~er..a7'.. ~~-....... .
~ky~`'o/% 7e) l~ ~i Olis
/ J/~gl~` Wl~~
ROBERT ~~. SAIDIS 21458
.ATTORi~IEY (Sup. Ct. LD. No.)
210 9 M'~RKE'.E' STREET
.ADDRESS
CAMP HILL, PA 17011
PHONE
(717) 737-3405
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that present and saw
the testat ,sign the same and that signed as a witness at the
request of testat in 1L_ presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this day of
19
(Name)
Register
(Address)
(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
SANDRA K. GUIDO and EDWARD E. GUIDO
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
SHE/HE IS familiar with the signature of FRANK E . BASEHORE ,
eed~i~ei~
testator of ) the will presented herewith and
mil'
that SHE/HE believes the signature on the will is in the handwriting of
FRANK E. BASEHORE
to the bP~st of HER/HIS knowledge and belief
SANDRA K. GUIDO
Sworn to or affirmed and subscribed before
me this _ ~7 ~Tf'' day of
m e ~~
~~ d'~~ ~~~~~~ Register
'7~-4 SUTTON DRI E
CARLISLE, PA ~~~~.3
EDWARD E . GU 1~~e~ress) ~ _ _ ~
CARLISLE, PA (Name) 17013
(Address)
-!
LAST WILL AND TESTAMENT
I, FRANK E. BASEHORE, of the Township of Monroe, County of
Cumberland and Commonwealth of Pennsylvania, being of sound and dis-
posing mind, memory and understanding, do make, publish and declare
this as and for my Last Will and Testament, hereby revoking and making
void all former wills and codicils by me at any time heretofore made.
FIRST. I order and direct that all my just debts and funeral
expenses be paid by my Executrix or Executrices, as the case may be,
hereinafter named, as soon as conveniently may be done after my
decease.
~:1
SECOND. A11 the rest, residue and remainder of my Estate,
y real, personal and mixed, whatsoever and wheresoever situated, I give,
v
~~ devise and bequeath unto my wife, CATHARINE I. BASEHORE, absolutely
and in fee simple.
v`'~ If, however, my wife, CATHARINE I. BASEHORE, does not
\.~ survive me, then and in that event, I give, devise and bequeath my
` `' entire said estate in equal shares unto my children, namely, SANDRA
~i
K. BASEHURE and DAWNA F. TRUMP, share and share alike.
THIRD. If either of my said children should predecease me and
leave lawful issue to survive me, I order and direct that the share
of any such child shall be distributed unto her lawful issue per
stirpes by representation and not per capita.
LASTLY. I nominate, constitute and appoint my wife, CATHARINE
I. BASEHORE, to be the Executrix of this, my bast Will and Testament,
but if for any reason she should fail to qualify as such Executrix
or cease so to serve, then I nominate, constitute and appoint my two
(2) children, namely, SANDRA K. BASEHORE and DAWNA F. TRUMP, to serve
in her place, each to serve without bond.
IN WITNESS WHEREOF, I, FRANK E. BASEHORE, have hereunto set
my hand and seal to this, my Last Will and Testament which consists
of two (2) typewritten pages to each of which I have affixed my
r
signature this ~ ~ _~~ day of February, A. D One Thousand Nine
Hundred Seventy-eight (1978).
A~ ai.~' ~~ _~ ~' .'{ h. ~~L~~ {SEAL)
The preceding instrument, consisting of this and one (1) other
typewritten page, each identified by the signature of the Testator,
was on the date thereof signed, sealed, published and declared by
FRANK E. 13ASEHORE, the Testator therein named, as and for his Last Will
and Testament, in the presence of us, who, at his request, in his
presence, and in the presence of each other, have subscribed our names
as witnesses hereto.
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REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
CERTIFICATION OF NOTICE UNDER RULE 5.6(A)
Name of Decedent: Frank E. Basehore
Date of Death: July 10, 2002
Will No. 21-02-1168 Admin. No.
To the Register:
I certify that notice of Estate Administration required by Rule 5.6(a) of the
Orphans' Court Rules was served on or mailed to the following beneficiary of the above-
captioned estate on February 7, 2003.
Name Address
Catharine I. Basehore 707 Robert Street, Mechanicsburg, PA 17055
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
none
^ =, ~7 v~ %
Date: `-7
Robert C Saidis, Esquire
2109 Market Street
Camp Hill, PA 17011
(717) 737-3405
Capacity: Personal Representative
X Counsel for Personal
Representative
LAW OFFICES
SAIDIS, SHUFF, FLOWER & LINDSAY
A PROFESSIONAL CORPORATION
2109 MARKET STREET
CAMP HILL, PENNSYLVANIA 17011
JOHN E. SLIKE TELEPHONE: (717) 737-3405 -FACSIMILE: (717) 737-3407
ROBERT C. SAIDIS EMAIL: attorney@ssfl-law.com
GEOFFREY S. SHUFF www.ssfl-law.com CARLISLE OFFICE:
JAMES D. FLOWER, JR. 26 W. HIGH STREET
CAROL J. LINDSAY CARLISLE, PA 17013
KIRKS. SOHONAGE TELEPHONE: (717)243-6222
THOMAS E. FLOWER FACSIMILE: (717)243-6486
LINDSAY GINGRICH MACLAY
JACLYN M. SMITH
REPLY TO CAMP HILL
March 6, 2003
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
Re: The Estate of Frank E. Basehore
Dear Ladies:
Enclosed please find an original and copies of an inheritance tax return in regard to the
above estate along with a check in the amount of $10 for the filing fee.
Kindly return the extra time-stamped copies to our office in the envelope provided.
Thank you.
Very truly yours,
0
SAI UFF, FLOWER & LINDSAY
~ lby L. Yin ling, Estate Paralegal
/sly
Enclosures
If -11)'- 3
REV-1500 EX + rS-OO)
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CAPB
HpRL
EplO
CRAC
KOTK
ES
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
1/
OFFICIAL USEONL Y
21-02-1168
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
188-12-4658
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
Robert C. Saidis
FIRM NAME (It Applicable)
Saidis, Shuff, Flower & Lindsa
TELEPHONE NUMBER
2109 Market St.
Camp Hill, PA 17011
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COMMONWEALTH OF PENNSYLVAN!A
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIAST, AND MIDDLE INITIAL)
Basehore Frank E.
DATE OF DEATH (MM-DD- YEAR)
NUMBER
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
R
E
C
A
P
I
T
U
L
A
T
I
o
N
3 -3405
Real Estate (Schedule A)
Stocks and Bonds (Schedule B)
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)
(Schedule 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 r) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an electjon to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
Basehore, Catharine I
X 1. Original Return
4. LImited Estate
X 6. Decedent Died Testate
(Attach copy of Will)
o 9. litigatlon Proceeds Received
2.
4..
7.
Supplemental Return
Future Interest Compromise (date of death after 12-12-82)
Decedent Maintained a Living Trust
(Attach copy of Trust)
o
3. date of death
. Remamder Return prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
C P
o 0
R N
R 0
E E
S N
T
C
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M
P
T U
A T
X A
T
I
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OFFICIAL USE ONLY
(a) 12,524.67
(11) 3,500.00
(12) 9,024.67
(13)
(14) 9,024.67
(15)
(16)
(17)
(1a)
(19)
0.00
0.00
0.00
0.00
0.00
010.
(1)
(2)
(3)
None
None
None
(4)
(5)
None
8,228.94
(6)
None
4,295.73
3,500.00
None
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)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
9,024.67
x
X
X
X
o 0
.0 45
.12
.15
Copyright (c) 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STf\EET ADDRESS
707 Robert St.
CITY r STATE I ZIP
Mechanicsburg PA 17055
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 + B + C) (2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( 0 ... E) (3)
4. If Line 2ls 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)
S. If line 1 -+ Une 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 + 5A. This is the BALANCE DUE. (58)
Make Check Payable 10: REGISTER OF WILLS, AGENT
0.00
0.00
0.00
0.00
0.00
'jiiji.'ji.'U;.'i;.-ii:.-:',.-'i!;.-:!ii;!;;;'i':" ',_.''', .".-.. "i";;"i:!.iii.".:U::'i"'''' ............."...""."....... ::'iii::!ii'F'"
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'::' :.".,. ::'''''''''''''''',:, ,. """:"""""':""':":""::', :.::;::;::::;;;'i!!ii:!ii::;!!!!iW'!!!;;!;::~~:~:,.,::;:::::::i);:::;;.;:.,..
pLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATESLoCKS ..
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.
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SIGNATURE 0
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, al'ld to the best of my knowledge and belief, it is true,
correct and complete. Declaration of prepar?r othGr than the personal representative is ba.sec." on all infnrmation or which preparer has any knowledge.
SIGNAiURE OF P~SON R~SPONSIBLE ~-Oij FllJ'P RETUR Cathar ine I. Basehore
, . ".'/1/i /.." ( ., 707 Robert St.
u..,~\.. --echa';i~-sbur- -; - FA - - :(7055-- -- - - -- - - - -----
Saidis, Shuff, Flower & Lindsay
2109 Market St.
- -~ - -- - -- ~ -- - ~-- - - - - - --- -- -~ - - - - -- -- - - - - - - - - -- - ~ ~ - - --
earn Hill, PA 17011
DATE
~fs"{6J
DATE
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate- imposed on the net value ot transfers to or tor the use of the
surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 9116 (a) (1.1) (ii)J. 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 (al (1.2)].
The lax 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 PS 9116(a)(11].
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(a)(1.3)J. 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 oniy The Lackner Group, Inc
Form REV-1500 EX (Rev. 6-00)
REV-150'8 EX + (1-97)
COMMONWEALTH OF PE NNSYL VANIA
INHERITANCETAX RETURN
RESIDENT DECEDENT
ESTATE OF
Frank E. Basehore
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
SStl 188 -12 -4658
07/10/2002
FILE NUMBER
21-02-1168
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
DESCRIPTION
Waypoint Bank, Certificate of Deposit, 8000028435
accrued interest
VALUE AT DATE
OF DEATH
8,220.10
8.84
TOTAL (Also enter on line 5, Recapitulation) $ 8,228.94
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc Form REV-1508 EX (Rev. 1-97)
REV-151'o EX + (1-97)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
. COMMONWEALTH OF PENNSYLVANIA
INHERITANCETIV< RETURN
RESIOENT OECEDENT
ESTATE OF
Frank E. Basehore
07/10/2002
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes,
55fl 188-12-4658
FILE NUMBER
21-02-1168
DESCRIPTION OF PROPERTY %OF
ITEM RELAW8h~~I~ t~b~~~5~~l1!~J~A~1flr'~15F t~~~SFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
NUMBER ATTACH ACOPYOF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE)
1 Waypoint Bank, IRA 1300052141 4,295.73 100.00Y, 4,295.73
(Catharine 1. Basehore benef.)
TOTAL (Also enter on line 7. Recapitulation) $ 4,295.73
(If more space is needed, insert additional sheets of the same size)
Copyright (cl 1996 form software only CPSystems, Inc.
Form REV-1510 EX (Rev. 1-97)
REV 151'1 EX tJ1-97}
. COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENl DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Frank E. Basehore
SSfl 188-12-4658
07/10/2002
FILE NUMBER
21-02-1168
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES'
B. ADMINISTRATIVE COSTS,
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State Zip
-
Year(s) Commission Paid:
2. Attorney's Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00
Claimant Catharine I. Basehore
Street Address 707 Robert St.
City Mechanicsburg State PA Zip 17055
-
R.elationship 01 Claimant to Decedent spouse
4. Probate fees
5. Accountant's Fees
6. Tax Return PreparPr's ~ee5
7. Other Administrative Costs
TOTAL (Also enter on line 9, Recapitulation) $ 3,500.00
(It more space is needed, insert additional sheets of th$ same size)
Copyright (c) 1996 form software only CPSystems. Inc
Form REV-1511 EX (Rev. 1-97)
REV~151':3 EX +(9-00)
. COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Frank E. Basehore
NUMBER
I.
SSlf 188.12 -4658
07/10/2002
FILE NUMBER
21-02-1168
AMOUNT OR SHARE
OF ESTATE
entire estate
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
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
1
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [Include outright spousal distributions, and
transfers under Sec. 9116(a)(1.2)1
Catharine I. Basehore
707 Robert St.
Mechanicsburg, PA 17055
spouse
0.00
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)
copyright (c) 2000 form software only The Lackner Group, Inc.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Form REV-1513 EX (Rev. 9-00)
~lWay~qi!lt
LOOK FOR US. WE'LL GET YOU THERE.
02/19/2003
SAIDIS SHUFF FLOWER & LINDSAY
2109 MARKET ST
CAMP HILL PA 17011
The information which you requested on the account(s) of FRANK BASEHORE
(Social Security Number 188-12-4658) is/are as follows:
Account Number 1300052141 1800012865 7000003728 8000000251 8000021216 8000028435
Class of Account IRA CERTIFICATE CER11F1CATE CERTIFICATE CERTIFICATE CERTIFICATE
Date Opened 06/09/00 07/12/99 I 1/04/96 06/21/93 06/2 1/96 02/27/97
Principal Balance 4288.36 86974.02 3433.69 !I 802.57 5271.33 8220.10
Accrued Interest 7.37 91.57 3.15 12.83 3.85 8.84
Balance at Date of 4295.73 87065.59 3436.84 !l815AO 5275.18 8~
Death ITa ~E -'j
Account Ownersl)ip SOLE 'hq JTO JTO
Name of Joint ( CA mERINE CA~ERINE CA mERINE CATHERINE CAmE __/
Owner, if any BASEHORE- BAS HORE BASEHORE BASEHORE BASEHORE
Date Ownership ""-.0.6/09/00 &;.N. Q7n:;/99 1 1/04/96 06/21/93 06/21/96
Was Established' "'.__..
8000054125 90281395 90373531
Account Number CERTIFICATE CHECKING CHECKING
Class of Account 09/01/99 02/24/84 06/05/85
Date Opened 5197.18 1291.39 3827.12
Principal Balance 4.77
Accrued Interest 5201.95 1291.39 3827.12
Balance at Date of
Death JTO ITO JTO
Account Ownership CATHERINE CATHERINE CA mERINE
Name of Joint BASEHORE BASEHORE BASEHORE
Owner, if any 09/01/99 02/24/84 06/05/85
Date Ownership
Was Established
Additional
Information
Requested
t~~~
SENIOR SERVICES REP.
P.O. Box 1711. HARRISBURG. PeNNSYLVANIA 17105-1711
Toll Free I-B66-WAVPOINT (I-B66-929-7646) . IN YORK AREA 717/BI5-4500 . www.waypointbank.com
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LAST WILL AND TESTAMENT
I, FRANK E. BASEHORE, of the Township of Monroe, County of
Cumberland and Corrunonwealth of Pennsylvania, being of soUIid and dis~
posing mind, memory and understanding, do make, publish and declare
this as and for my Last Will and Testament, hereby revoking and making
void all former wills and codicils by me at any time here"tofore made.
FIRST. I order and direct that all my just debts and funeral
expenses be paid by my Executrix or Executrices, as the case may be,
hereinafter named, as soon as conveniently maybe done after my
decease.
SECOND. All the rest, residue and remainder of my Estate,
real, personal and mixed, whatsoever and wheresoever situated, I give,
devise and bequeath unto my wife, CATHARINE 1. BASEHORE, absolutely
and in fee simple.
If, however, my wife, CATHARINE I. BASEHORE, does not
survive me, then and in that event, I give, devise and bequeath my
entire said ectute in equal shares unto my children, namely, SANDRA
K. BASEHORE and DAWNA F. TRUMP, share and share alike.
.
my hand arta seal to this, my Last Will and Testament which consists
of
two (2) typewritten pages
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to each of which I have affixed my
signature this
day of February, A.
D., One Thousand Nine
Rurtdred Seventy-eight (1978).
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(SEAL)
The preceding instrument, consisting of this and one (1) other
typewritten page, each identified by the signature of the Testator,
was on ,the date thereof signed, sealed, published and declared by
FRANK E. BASEHORE, the Testator therein named, as and for his Last Will
and Testament, in the presence of us, who, at his request, in his
presence, and in the presence of each other, have subscribed our names
as witnesses hereto.'
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LAST WILL AND TESTAMENT
I, FRANK E. BASEHORE, of the Township of Monroe, County of
Cumberland and Commonwealth of Pennsylvania, being of sound and dis~
posing mind, memory and understanding, do make, publish and declare
this as and for my Last Will and Testament, hereby revoking and making
void all former wills and cod:lcils by me at any time here'tofore made.
FIRST. I order and direct that all my just debts and funeral
expenses be paid by my Executrix or Executrices, as the case may be,
hereinafter named, as soon as conveniently may be done after my
decease.
SECOND. All the rest, residue and remainder of my Estate,
real, personal and mixed, whatsoever and wheresoever situated, I give,
devise and bequeath unto my wife, CATHARINE I. BASEHORE, absolutely
and in fee simple.
If, however, my wife, CATHARINE I. BASEHORE, dOes not
survive me, then and in that event, I give, devise and bequeath my
entire said eLtate in equal shal'es unto my children, namely, SANDRA
K. BASEHORE and DAWNA F. TRUMP, share and share alike.
THIRD. If either of my said children should predecease me and
leave lawful issue to survive me, I order and direct that the share
of any such child shall be distributed unto her lawful issue per
stirpes by representation and not per capita.
LASTLY. I nominate, constitute and appoint my wife, CATHARINE
I. BASEHORE, to be the Executrix.of this, my Last Will and Testament,
but if for any reason she should fail to qualify as such Executrix
or cease so to serve, then I nominate, constitute and appoint my two
(2) cl1.ildren, namely, SANDRA K. BASEHORE and DAWNA F. TRUMP, to serve
in her place, each to serve without bond.
IN WITNESS WHEREOF, I, FRANK E. BASEHORE, have hereunto set
my hand and seal to this, my Last Will and Testament which consists
of
two (2) typewritten pages
lolL
to each of which I have affixed my
signature this
day of february, A.
D., One Thousand Nine
nurtdred Seventy-eight (1978).
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(SEAL)
The preceding instrument, consisting of this and one (1) other
typewritten page, each identified by the signature of the Testator,
was on.the date thereof signed, sealed, published and declared by
FRANK E. BASEHORE, the Testator therein named, as and for his Last Will
and Testament, in the presence of us, who, at his request, in his
presence, and in the presence of each other, have subscribed our names
as witnesseS hereto.'
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Frank E. Basehore
Date of Death: July 10, 2002
Will No. 21-02-1168 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 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 informal accounts may be filed with the
Clerk of the Orphans' Court and may b ched to this report.
~;
Date : `-f ~ 3~~ ~ .._
Signature
Name: Robert C. Saidis, Esquire
I.D. No. 21458
SAIDIS, SHUFF, FLOWER & LINDSAY
2109 Market Street
Camp Hill, PA 17011
(717) 737-3405
Capacity: Personal Representative
oK
X Counsel for Personal
Representative
~ COMMONWEALTH OF PENNSYLVANIA
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 171zs-D6D1 NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DED
U
CTIONS AND ASSESSMENT OF TAX
REV-1547 EX ~FP (O1-OS)
~~
}}
~n _ - D~k'~, 04-21-2003
`` ESTATE OF BASEHORE FRANK E
DATE OF DEATH 07-10-2002
.03 ~~~ ~~FI~F.y I~U~18ER 21 02-1168
N
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CO N
1
Y
CUMBERLAND
ROBERT C SAIDIS ACN 101
SAIDIS ETAL
2109 MARKET ST f ~ Anount Renitted
CAMP HILL PA 17011
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 ASSESSMENT OF TAX
ESTATE OF BASEHORE FRANK E FILE N0. 21 02-1168 ACN 101 DATE 04-21-2003
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 A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 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 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) [5)- 8,228.94 tax payment.
6. Jointly Owned Property (Schedule Fl (6) .00
7. Transfers (Schedule G) (7) 4,295.73
8. Total assets (g) 12,524.67
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) [9) 3,500.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) x.500.00
12. Net Value of Tax Return [12) 9, 024.67
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 9, 024.67
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. Anount of Line 14 at Spousal rate (15) 9, 024.67 X
16. Anount of Line 14 taxable at Lineal/Class A rate (16) •00 X
17. Anount of Line 14 at Sibling rate [17) .00 X
18. Anount of Line 14 taxable at Collateral/Class B rate [18l •00 X
19. Principal Tax Due
00 _ .00
045 - . 00
12 = .00
15 = .00
(19)= . 00
DATE ~ NUMBER ~ INTEREST/PEN PAID (-) I AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
^ 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.)
__
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 B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class 8 (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 KILLS, AGENT
REFUND CCR): 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-13137. Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Dffices, 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 tc 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 tc: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (7177 787-6505. See page 5 of the booklet ^Instructions far 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 (3) 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 mat
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 (9) months and one C1) day from the data of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6%) 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 1982 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
1983 16% .000438 1988-1991 11% .000301 2000 8% .000219
1984 11% .000301 1992 9% .000247 2001 9% .000247
1985 13% .000356 1993-1994 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 NUlIBER 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.