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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT.2BOBOl
HARRISBURG,PA 17128.(l601
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DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL)
Grundig, RudolfK.W.
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(WTI(lhl. US!:: ONlY
FILE NUMBER
21 01
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
00066
NUMBER
494-32-3759
01/08/2001
10/1 0/1929
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
o 2. Supplemental Retum
o 4a. Future Interest Compromise (date of death after
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
THIS SECTION MUST BE COMPLETED, ALL CORRE$I'ONDENCE'AND CONFIDENtIALm\X'INFORMATION $HOULltEiE:DIRECTED TO:
AME COMPLETE MAILING ADDRESS
Michael J. Hanft, Esquire
19 Brookwood A venue, Suite 106
Carlisle, PA 17013
(1) Non'e'
(2) None
(3) None
(4) None
(5) None
(6) 338,927.08
(7) None
(8)
(9) 7,382.01
(10)
DATE OF DEATH (MM-DD-YEAR)
DATE OF BIRTH (MM-DD-YEAR)
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
Grundig, Margaret A.
181 1, Original Return
o 4. Limited Estate
181 6.
09.
Decedent Died Testate (Attach copy
of Will)
Litigation Proceeds Received
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IRM NAME (If applicable)
Law Office of Michael 1. Hanft
ELEPHONE NUMBER
717/249-5373
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)
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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)
B. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I)
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Retum (date 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)
OF-FICIAL USE ONLY
338,927.08
11. Total Deductions (total Lines 9 & 10)
(11)
7,382.01
331,545.07
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
>> BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH <<
Form REV-1500 EX (Rov. 6-00)
Copyright 2000 form software only The Lackner Group, Inc.
12. Net Value of Estate (Line 11)
(12)
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)
(13)
(14)
331,545.07
15.Amount of Line 14 taxable at the spousal tax rate, 331,545.07 x .00 (15)
or transfers under Sec. 9116(a)(1.2)
z .045 (16)
0 16. Amount of Line 14 taxable at lineal rate x
g
~ 17.Amount of Line 14 taxable at sibling rate x .12 (17)
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~ 18. Amount of Line 14 taxable at collateral rate x .15 (18)
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19. Tax Due (19)
0.00
0.00
Decedent's Complete Address:
STREET ADDRESS
261 Dorwood Drive
CITY
Carlisle
TSTATE PA
IZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
Total Credits (A + 8 + C)
(2)
0.00
3. InteresUPenalty if applicable
D. Interest
E. Penalty
TotallnteresVPenalty (0 + E)
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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3) 0.00
(4)
(5) 0.00
(SA)
(58) 0.00
Make Check
10: REGISTER OF WILLS, AGENT
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? .......................... ........................... .............................. ................................
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
~: ~:~::~ ~~: ~:~t~~i~:~~a~: t~~~~:a~~st:at~~~;::~.~~.~~~~~.i~;~~~.~.~.i~~.;~~~~~;.. ........:::::::::::::::::::::::: ~ II
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? .............................. .............................................................. 0
D
D
181
181
181
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 perjury, I declare that I have examined this retum. including accompanying schedules and statements. and to the best of my knowledge and belief. it is true, correct
and complete. Deciaralion of
preparer other than the personai representative is based on ail information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE
261 Dorwood Drive
Carlisle, PA 17013
./2.1,1 QI
DATE
ADDRESS
DATE
I..
19 Brookwood Avenue, Suite 106
Carlisle, PA 17013
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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 P.S. ~9116 (a) (1.1) (i)J.
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)l. 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 odor 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)1.
The tax rate imposed on the net value oftransfers to odor 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.
'*
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Grundig, RudolfK.W.
I FILE NUMBER
21 - 01 - 00066
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
A Margaret A. Grundig
ADDRESS
RELATIONSHIP TO DECEDENT
261 Dorwood Drive
Carlisle, PA 17013
Wife
JOINTLY OWNED PROPERTY:
DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM LETTER DATE Include name of financial institution and bank account number DATE OF DEATH
FOR JOINT MADE DECD'S VALUE OF
NUMBER TENANT JOINT or similar identifying number. Attach deed for jointly-held real VALUE OF ASSET INTEREST DECEDENT'S INTEREST
estate.
I A Real Property located at 261 Dorwood Drive, Carlisle, 284,900.00 50% 142,450.00
Cwnberland County, PA
2 A Real Property located at 1816 Suncrest Drive, 86,600.00 50% 43,300.00
Carlisle, Cumberland County, P A
3 A Edward Jones Investments Account No. 294,881.29 50% 147,440.65
377-04278-1-7
4 A 1988 Chevrolet Station Wagon 500.00 50% 250.00
5 A 1999 Chevrolet Lumina Sedan 7,880.00 50% 3,940.00
6 A PNC Bank Checking Account No. 51-4002-5165 2,609.17 50% 1,304.59
7 A Orrstown Bank Checking Account No. 406805 483.67 50% 241.84
TOTAL (Also enter on line 6, Recapitulation) 338,927.08
.
SCHEDULE H
AJNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Grundig, RudolfK.W.
I FILE NUMBER
21 - 01 - 00066
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
1 Ewing Brothers Funeral Home, 630 South Hanover Street, Carlisle, PA 17013 5,520.00
2 George's Flowers, 101-199 G Street, Carlisle, PA 17013 132.50
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State - Zip
Year(s) Commission paid
2. Attorney's Fees Law Office of Michae! J. Hanft -- Michael J. Hanft, 1,148.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Margaret A. Grundig
Street Address 261 Dorwood Drive
City Carlisle State PA Zip 17013
Relationship of Claimant to Decedent Spouse
4. Probate Fees Fee to Cumberland County Register of Wills to open Estate 390.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 Fee to The Sentinel to advertise Letters Testamentary 116.51
2 Fee to Cumberland Law Journal to advertise Letters Testamentary 75.00
TOTAL (Also enter on line 9, Recapitulation) 7,382.01
LAST WILL AND TESTAMENT
OF
RUDOLF K.W. GRUNDIG
I, RUDOLF K.W. GRUNDIG, presently of 1816 Suncrest Drive,
Carlisle, Pennsylvania 17013, being of sound and disposing mind,
memory and understanding do make, publish and declare the
following to be my Last Will and Testament, hereby revoking all
former wills by me at any time made.
ITEM ONE:
I direct that all my just debts and funeral
expenses be paid as soon after my decease as may be practicable.
ITEM TWO:
All the rest, residue and remainder of my
property and estate, both real and personal of whatsoever kind and
wheresoever situated, which I may own at the time of my death, I
give, devise and bequeath unto my wife, Margaret A. Grundig.
ITEM THREE:
In the event my wife shall not survive me, by
more than thirty (30) days, I then give, devise and bequeath all
the rest, residue and remainder of my property and estate unto my
~
children, GAIL ELLEN GRUNDIG and GLENN ERIC GRUNDIG, in equal
portions, share and share alike.
ITEM FOUR:
I hereby nominate, constitute and appoint my
wife, Margaret A. GRUNDIG to be the Executrix of my estate with
the power to sell all real and personal property at private or
public sale. In the event my wife shall not survive me, or shall
otherwise fail to qualify as Executrix, I then nominate,
constitute and appoint my attorney, JAMES D. CAMPBELL, JR. of
Harrisburg, PA to serve as Alternate Executor to serve in his
place and stead. Further, in the event my wife
shall not
survive me, I hereby nominate, constitute and appoint my daughter
GAIL ELLEN GRUNDIG as guardian of the estate and person of my
aforesaid child GLENN ERIC GRUNDIG during his minority.
IN WITNESS WHEREOF, I, RUDOLF K.W. GRUNDIG, the Testator, have
to this my Last Will and Testament, written on one
of paper, set my hand and seal this
side only-of
/r /7 day of
two (2) sheets
t?-"'t--? l-
f
, 1984.
"# t1?-J ~pYhA ;;EAL)
RUDOLF K.W. GRUNDIG
Signed, sealed, published and declared as and for the Last
Will and Testament of the Testator, in our presence, who in his
presence, and in the presence of each other, and at his request,
have hereunto set our hands and seals as subscribing witnesses.
y'A /.' --:J / ~ .,
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COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF DAUPHIN
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We, !ol)/1/) !.hJ}flic:/'o//eA:"
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and
, the witnesses whose names are
signed to the attached or foregoing instrument, being duly
qualified according to law, do depose and say that we were present
and saw Testator sign and execute the instrument as his Last Will,
that Testator signed willingly and that Testator executed it as
his free and voluntary act for the purposes therein expressed~
that each of us in the hearing and sight of the Testator signed
the will as witnesses~ and that to the best of our knowledge the
Testator was at that time eighteen or more years of age, of sound
mind and under no constraint or undue influence.
~d1.-~ "$7~-Pi!L-<~
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CL{{lR;:"
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Sworn or affirmed to and
acknowledged before me, this
IY!h.. day of n"9"w.J:: , 1984.
< -.),10.0 i rn.......,C'<j1,C9.Jl C (C\0a-u..r---/
NOTARY PUBLIC
My Commission Expires:
SHARON F. PHElABAUM. Nctary Publlc
Carlisle, Cumberland County, Pa.
My Commission Expires February 4, 1985
I, RUDOLF K.W. GRUNDIG, Testator, whose name is signed to the
attached or foregoing instrument, having been dUly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my Last Will; that I signed it willingly; and
that I signed it as my free and voluntary act for the purposes
therein expressed.
;21j u%?W~I-
Sworn or affirmed to and
acknowledged, before me,
this /SY-"'- day of QU.9"./)-t- , 1984.
"-~n lQ>,--"Ci,~Jtt L0..hc. I L~
NOTARY PUBLIC
My Commission Expires:
~H~R?N F. PHElABAUM, Not.,y Pobl;e
ar IS e, Cumberland County Pa
My (amm'ss' Ex' ,.
I Ion pIres February 4, 1985
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of RUDOLF K. W. GRUNDIG
also known as
No.
To:
21-01-66
, Deceased.
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
Social Security No. 494-32-3759
The petition of the undersigned respectfully represents that:
Your petitioner, who is 18 years of age or older and the Executrix named in the last will of the above
decedent, dated August 15, 1984 and codicil( s) dated N/ A
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or
principal residence at 261 Dorwood Drive, Carlisle, North Middleton Township, Cumberland County,
Pennsylvania 17013
(list street, number, and municipality)
Decedent, then 71 years of age, died January 8, 2001, at Carlisle Hospital, Borough of Carlisle,
Cumberland County, Pennsylvania.
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the \vill offered for probate; was not the victim of a killing and was never adjudicated
incompetent: N/A.
Decedent at death owned property with estimated values as follows: $
(If domiciled in Pa.) All personal property $350,000.00
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $150,000.00
situated as follows: 261 Dorwood Drive, Carlisle, Cumberland County, Pennsylvania 17013; and
1861 Suncrest Drive, Carlisle, Cumberland County, Pennsylvania 17013
WHEREFORE, petitioner respectfully requests 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.)
thereon.
/fit ~ a~
M~T A. GR IG
261 Dorwood Drive
Carlisle, P A 17013
OATH OF PERSONAL REPRESENTATIVE
COMMONWEAL TH OF PENNSYL VANIA )
SS
COUNTY OF CUMBERLAND
)
The petitioner above-named swears or affirms that the statements in the foregoing petition are true
and correct to the best of the knowledge and belief of petitioners and that as personal representative of the
above decedent petitioner ~rill well and truly administer the estate according to law.
~~~
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MARG ET A. GR ~
Sworn to or affirmed and subscribed
before me this 16 th day of
~UARY , 200Cr
?7 U j/{/ ))l/ / / / P';;;;;; //0 z j ~~/
, '/ Reglster /'
16-dLY:J-/1
NO. 21-01-66
Estate of MARGARET A. GRUNDIG, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JANUARY 16 ,2001, in consideration of the petition on the
reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument dated August 15, 1984
described therein be admitted to probate and filed of record as the last will of RUDOLF K. W.
GRUNDIG
and Letters Testamentary
are hereby granted to MARGARET A. GRUNDIG
~r4~d ~A)~ J Q/U-<~
Register Wills / / (
$
$
$
$ 5.00
TOTAL $ 390.00
Filed...... .J.Nn.lAR~. J.~,.. .2.QQ~......................
340.00
36.00
9.00
FEES
Probate, Letters, Etc. ...........
Short Certificate( s) .............
x-pag~s .
RenuncIatIon .......................
JCP
Mi ael J. Hanft, Esq e
Attorney I.D. No. 57976
19 Brookwood Avenue, Suite 106
Carlisle, PAl 71 03-9142
(717) 249-5373
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F:\User Fo1der\Firm Docs\Estates\ 1999-1 petition-ltrs.test. wpd
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;'h ..~ is to certify that the information here given is correctly copied fro~ an original certificate of death dul~ filed with me as
I ~~)GJ Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent fihng.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
fee for this certificate, $2.00
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P 6947669
JAN:
9 2001
No,
Date
21-00-66
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H10S.:4JRev 2/87
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
'INT
t. Rudolf
AGE (las! BltlNlay)
K. W. Grundig
UNDER 1 YEAR UNDER I Olft
Months Oaya Hours ...inuI..
2.
Male
STATE FILE NUMBER
SOCIAL SECURITY NUMBER
3. 494 - 32
DATE OF DEATH ,McnlIl. Oa~. .'ea,)
1/8/2001
.J./
... Cumber land
Ie. Carlisle Boro.
KINO OF 8USINESS/lNOUSTRY
SEX
EHT
HK
NAME OF DECEDENT (F It" MId<lI4I. la.!
BlRTt4PU.CE \CoIV and
$1a1.0I FCleogn Coun/IYl
5.
COUNTY OF QE)(l'H
71
Yrs.
=",,\0
DECEDENT'S USUAL OCCUMION
(Go... Iutld d work done dUflng Il'lOSl
01 WOlin",; Iif.; dO _ 11M ,el1red I
. "L Master Ser t 1111.U. S. Amy
DECEDENT'S ...AI\.ING ADDRESS (SI,"" CllyfTown. SIaI.. Zop Codel DECEDENT"S
ACTUAl
RESIDENCE
(See II>lIIruc:nons
on _ Sldel
WAS DECEDENT EVER IN
u.S. AR"'ED FORCES?
'1M g;g Na 0
MARITAL STATUS. IofatrWd
Ne_l.Ianied, W_.
ONorc:<<IlSpeclly)
14. Married
RACE. Amencan Inclian, 81-..:", Whh. ale
(SpecAy)
10. 'Whi te
SURVIVING SPOUSE
I" ...... gMI ma,,*,_1
Vonderheyde
1~rgaret A.
12.
11a. SI...
PA
Did
doocedenl
Ilw in a
Cumber land -ship? l1cl.f3 ==0' North Middleton
I.lOTHER'S NAME {F.~. Middle. Malden Sulnamel
ft. Ellen Hansmann
INFORMANT'S MAILING ADDRESS (Street. Cdyffown, Slale, Zop Codel
2Gb. 261 Dorwood Drive, Carlisle, PA 17013
PlACE OF DISPOSITION. Name 01 Ceometery. C,_tory LOCATION. CitylTown, Slat.. Z'1ll Code
0< 01'* ~
2J.ndiantawn Gap Nat. Can. 21cl. Lebanon County, PA
NAME AND ADDRESS OF FACILITY
J.'Wing Brothers Funeral Hane, Carlisle, PA 17013
LICENSE NUMBER DATE SIGNEO
(MonIh. 0lIv. -I
17C.O "., ~ lMd in
rwp
261 Dorwood Drive
,.. Carlisle, PA 17013
FRHER'S NAME (Firs!. M<OdIe. La.)
fl. Rudolf Grundig
tHFOOMANi'S NA"'E (T ypetP,1I1I1
2011. Mar ret A. Grundi
METHOD OF DISPOSITION
Burial ~ C,.",.lion 0
01'* (Specllyl
!lb.
clIy~
1/11/2001
lICENSE NUMBER
nit, FD 012633 L
I :.
1 d.
WERE AUTOPSY FINDINGS
A\lIULA8LE P~ to
COMPl.ETION OF CAUSE
Of' OEJQ'H?
23... 23c.
WAS CASE REFERRED TO MEDICAL EXAMINEAICORONER?
~aO Na~
21.
I "pproximat. PARi R: 0U1er Signiflc:ant oondiliona c:onuibuIing to dea"'. t>uI
: int....... betWeen _ mulling in the undefIying _ g;..n in PAA'T I.
I 0IWal and dHttI
t ~*"
1.1. :E PRO\T}l7w~'~ay, ~wl
21. ""'" I: Enl.'lhe diseases, inlurieS 0< complications wl\ich caused the death. 00 not ent...lhe mode 01 dying, such as cardiac '" ,espiralory aIlMI. shoc\l 01 ""an ladu'a
lilt onto( one cause on .aCII_.
,
,...
u"^
Nat....a1
g:
o
DATE OF INJURY
(Monlh. Day, 'tUt)
TIME OF INJURY
INJURY AT WORK?
DESCRIBE HOW INJURY OCCtIRREO.
MANNER OF DEATH
Accident
Pending lnwsligation
o
o
o PLACE OF INJURY. Al hOme, larm. st,..I.lactory. ollie. ....
buildln\I. ate. ISpeco/vl
30..
". 0 NoD
l-4omicide
.MEDICAL EXAMINER/CORONER
On 'h. ba.l. 0' ...mina1l0n and/M investigation, in my opinion, dealh occurred a' Ihe time, date. and place. and due to Ihe cause(.) and
manne' a. staled.. . . , . . . . . . . , . . . . . . . . . . . . . . , . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
31a.
REGISTFlAFI.S SIGNATURE
MBER
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To _ "-at of my kr>ow~, death occurred d..-.. !he cause(s) and m......r.. stallld. . . . . . . , . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . .
B.
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG# PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
MICHAEL J HANFT ESQ
M J HANFT LAW OFFICES
19 BROOKWOOD AVE 106
CARLISLE PA 17BI3
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-03-2001
GRUNDIG
01-08-2001
21 01-0066
CUMBERLAND
101
*'
REY-1S47 EX AFP (12-00>
RUDOLF
W
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R"E-Y-=is4j-Ex-AFP-("i2"':ool--NcfficE--oF-.fNHEifiTANCE-YAX-'jrpPRAisEMENT~--Aii-oWANCE-irR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GRUNDIG RUDOLF W FILE NO. 21 01-0066 ACN 101 DATE 09-03-2001
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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(.5)
(6)
(7)
.00
.00
.00
.00
.00
338,927.08
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
7,382.01
.00
(11)
(12)
(13)
(14)
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
338,927.08
7.382 0]
331,545.07
.00
331,545.07
14, IS and/or 16, 17, 18 and 19 will
returns assessed to date.
331,545.07 X 00 =
.00 X 045 =
.00 x 12 =
.00 x 15 =
(19)=
.00
.00
.00
.00
.00
PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, 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.)
--
~
------
F:\User Folder\Finn Docs\Estates\ 1999-1 certification. notice. wpd
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: RUDOLF K. W. GRUNDIG
Date of Death: January 8, 2001
File No. 2001-00066
To the Register:
I certify that notice of beneficial interest 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 February 16,
2001:
Name
Margaret A. Grundig
Address
261 Dorwood Drive, Carlisle P A 17013
Notice has not been given to all persons entitled thereto under Rule 5.6(a) except: N/A
)UP1Ivj!-
Michael J. ~nft, Esquire
Attorney J.D. No. 57976
19 Brookwood Avenue, Suite 106
Carlisle, P A 17013-9142
(717) 249-5373
Date: February 16, 2001
Signature:
Capacity:
Counsel for personal representative
. .
(}I
oJL
,.
ORPHANS' COURT DNISION OF THE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
STATUS REPORT UNDER RULE 6.12
Name of Decedent: RUDOLPH K.W. GRUNDIG
Date of Death: January 8, 2001
Admin. No. 21-01-00066
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 --K
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 Clerk of the Orphans' Court and may be attached to this report.
Date:
Respectfully submitted,
-::T ~r/~t " 2,.dt!J ~
HANFT & KNIGHT, P.C.
Mi~~
Attorney ill No. 57976
19 Brookwood Avenue, Suite 106
Carlisle, Pennsylvania 17013-9142
(717) 249-5373
Counsel for personal representative
F:\User FolderlFirm DocslEslales\1999-1.Slalus.rpl. wpd
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
..
.
Date: 12/06/2002
MARGARET A GRUNDIG
261 DORWOOD DRIVE
CARLISLE, PA 17013
RE: Estate of GRUNDIG RUDOLF K W
File Number: 2001-00066
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 1/08/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
MARY C. LEWIS
REGISTER OF WILLS
cc: j File
Counsel
Judge