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.' COMMONWEALTH OF
PENNSYLVANIA
. . DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
McLEOD, RICHARD A
DATE OF DEATH (MM.DD.YEAR)
11/22/00
I DATE OF BIRTH (MM-DD.YEAR)
I 08/05/36
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
~ I.Origina\Re\\lTn
o 4. LimiledEslate
o 6. Decedent Died Testate (Allach copy of Will)
o g. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after 12-12-82]
o 7. DecedenlMaintained a Living Trus!(Altacl1oopyofTrusl)
o 10. Spousal Poverty Credit (date of death belwoon 12-31-91 and H-95)
OFFICIAL USE ONLY
FILE NUMBER
21 01
0100
COUNTY CODE YEAR
NUMBER
SOCIAL SECURITY NUMBER
f 397~32-0958 .__ _
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (dale of death prior to 12-13-82)
o 5, Federal Estate Tax Return Required
-1.. 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
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TillS $i!C1"IO!'IMIlST._eC!!lMpI..ETEIil;"L.LCClFlRESI'OMOI$MC'E' Al!P'COI'II'IPEN:rIAi\..Tt~illW~l'lON . Qlll!"PIRECTI$Oil'l1i,
NAME COMPLETE MAILING ADDRESS
ROGER M. MORGENTHAL, ESQUIRE 2450 E. BAYBERRY DRIVE
FIRM NAME (IfAppli~b"l HARRISBURG, PA 17112-6015
TELEPHONE NUMBER
(717) 671-8754
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages &. Notes Receivable (Schedule 0)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
o. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G orL)
8. Total Gross Assets (total Lines 1-7)
(I)
(2)
(3)
(4)
(5)
(6)
(7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(9)
(10)
'\0. Debts of Decedent, Mortgage liabilities, &. Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12 Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (ScheduleJ)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
x .0
16. Amount of Line 14 taxable at lineal rate
5,000.00 x.o 45
43,278.49 x 12
123,375.00 x .15
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at conateral rate
20
113,000.00
OFFICIAL USE ONLY
83,920.26
(8)
14,148.75
11,093.02
(11)
{12}
(13)
196,920.26
25,241.77
171,678.49
1 ,000.00
(14)
170,678.49
(15)
(16) 225.00
(17) 5,193.42
(18) 18,506.25
(19) 23,924.67
> > liE SUItE 1"0 AMSWER ALL QUESl"IONS ON REVERSE SIDE AIIIO REiOHEOl( MA1"f1 <' <
Decedent's Complete Address:
STREET ADDRESS
1 06 EA~LQBt\NGE STREET
CITY SHIPPENSBURG
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
STATE
PA
ZIP
17257
(1)
23,924.67
24,000.00
750.00
3. InteresWenatty if applicable
a.lnterest
E. Penalty
Total Credits (A + B + C) (2)
24,750.00
TotallnteresUPenalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
A. Enter the interest on the tax due.
(5A)
825.33
0.00
0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
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; ........................................................... ............................. D [K]
b. retain the right to designate who shall use the property transferred or its income; ................... .............. 0 [i]
c. retain a reversionary interest; or. ..................................................................................... ......................... ........ D [i]
d. receive the promise for life of either payments, benefits or care? .............................. ...................................... 0 [K]
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .................................................................................. ............... 0 [i]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ............. D [K]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ..................................................... ................................. ................................ 0 [iJ
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.
Declaralionofpreparerotherthanthepersonalrepresenlativeisbased on all informalion of which preparer has any knowledge.
SIGNATU~~~:S~N RESPONSIBLE FO'YILlNG RETURN
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ADDRESS
3952 SOUTH THIRD STREET, MilWAUKEE, WI 53207
SIGN~J~~R~~~RESENTATIVE
ADDRJs[ v...
2450 EAST BAYBERRY DRIVE, HARRISBURG, PA 17112-6015
DATE
08/22103
DATE
08/22/02
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 99116 (,) (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)].
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. 99116(')(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 lax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 PS. ~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.
1lLast Ilfill aub QTtstamtul
OF
RICHARD A. McLEOD
I, RICHARD A. McLEOD of 101> East Orange Street. Shippenshurg. Cumherland
County, Pennsylvania, declare this instrul11ent to he Illy Last Will and Testament, in manner
and form following:
FIRST:
I herehy expressly revoke all Wills ;Ind Codicils heretofore made hy me.
SECOND:
I herehy direct my Executrix to pay all my just dehts, funeral and
administrative expenses out of my e-'tate, as soon as practicahle after my death.
THIRD:
I direct that all taxes which may he assessed in consequence of my
death of whatever nature and hy whatever jurisdiction imposed shall he paid out of my
estate as a part of the administration of my estate.
FOURTH:
I give and hequeath to Illy friend. CHARLES LOUCKS. the sum of
Five Hundr~d ($.'\00.00) Doll;lrs. provided he survivcs my dcath.
FIFTH:
I give :Ind hcquc:llh 10 1111' fricnd. JOHN I{OGERS. the sum of Five
Hundred ($.'\()().OO) Dollars. pwvided he survivc.s Illy ddlh.
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SIXTH:
I give, devise and hequeath to illY dOlllestic p.lrtner, RENEE TANTALA,
my residence real estate ;It J()!J East Orange Street, Shippenshurg, Cumherland County,
Pennsylvania 17257, together with :111 of its contents. Should RENEE TANTALA fail to
survive my death, I direct that my said real estate, and its contents should he sold and the
proceeds thereof distributed as a portion of the remainder of illY estate.
SEVENTH: I give and hequ~ath to my daughter, Ai\IALlA HESS, the sum of Five
Thousand ($5,()()().()()) Dollars, provided she survives my death. Should illY daughter,
AMALIA HESS, fail to survive 1m' death. I direct that this SUIll be given to her son,
MICHAEL, in Full.
EIGHTH:
give and bequeath to illY friend and former spouse, NANCY
LONGENBACH, the SUIll of Five Thousand ($5,()tlll.llll) Dollars, provided she survives my
death.
NINTH:
r give, devise and hequ~:lth to the SHII'I'ENSBUI~G VNIVERSITI'
FOUNDATION/GIFTED MINORITY SCHOLARSHIP FUI'\D. the SUIll of One Thousand
($1,000.00) Dollars.
TENTH:
I give and hequ~ath to mv st~ps"n. KEITH KOCHERT, the sum "I' One
Thousand ($I,()()().()(I) Dollars provided he survives illY death.
ELEVENTH:
I give and bequeath to LYDIA I'\ABlRYE, daughter of RENEE
TANTALA, the slim "I' One TlwlIsand ($I,()()().()()) Dol!:lrs provided she survives my death.
'lWELFTH: I give and bequeath to.IOHANN KISAAi\1E, son of RENEE TANTALA,
tlaughter of RENEE TANTALA. the sum of One Tlwusallll ($ I.tlllll.()()) Dollars provided she
survives my death.
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THIRTEENTH:
I give. devise and bequeath. all the res!. residue and remainder
of my estate, real, personal and mixed. whatsoever :tnd wheresoever situate. to my sister,
JANET GILES, of Seattle. WashinglOn. Should my siSler. .JAI'IET GILES. fail to survive my
death, I then give, devise and bequeath the remainder of my estate 10 my domestic partner,
RENEE TANTALA. Should RENEE TANTALA also fail to survive my death, then I give
and bequeath the remainder of my estate to her then-living issue in equal shares, share and
share alike.
FOURTEENTH:
I nominate. constitute and appoint the ORRSTOWN BANK, of
Shippensburg, Pennsylvania. Tn!slee of the share of any bendiciary who may be a minor.
The income and/or principal of said Trust may be accumulated or expended for the
maintenance, education and support of such bendiciary as my Trustee in its sole discretion
may determine; and my Trustee. in the expenditure of inwme and/or principal for such
purposes, may, at its discretion. apply the same direc(/y without the intervention of a
guardian or pay the same to any person having the care or wntrol of said beneficiary, or
with whom the heneficiary resides. without duty on the part of the Trustee to supervise or
inquire into the application of the funds by any person 10 whom any payment is so made.
The balance of such income and/or principal shall be paid to such beneficiary upon
reaching the age of twenty-two (22) years. or 10 such beneficiary"s estate, in the event of
death prior therelo.
FIFTEENTH:
I nominate. constitute and appoint my domestic partner. RENEE
TANTALA, as Executrix of this my Last Will and T eS!ament: but if she should fail to qualify
or cease to serve in that c:!pacity. Illominate. constitute ami :'ppoint as substitute Executors,
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In order of preference. first. my friend. JOHN ROGERS. of Newville. Pennsylvania. and
second, ORRSTOWN BANK, of Shippenshurg. Pennsylvania.
SIXTEENTH:
I direct that l11y person;1I representative :ll1d Trustee. as well as
their successors. shall not he required to file bond or security in any jurisdiction.
SEVENTEENTH:
In addition to the powers conferred by case law, by statute and
by other provisions of this Last Will and Testament, my person:d represenwtive. and any
successors in that capacity shall have the following discretionary powers applicable to all real
and personal property held by them. which powers sball be effective without Order of any
Court and which .,b;1I1 exist ;11HI ClJntinue until the time of actual distribution:
A. To retain any properly of ;lny nature received by them for
whatever period it shall be deemed advisahle;
B. To invest ami reinvest all or any part of tbe assets of my Estate
without regard to statutes limiting the property which a fiduciary m:ty
purchase:
C. To sell. transfer. exchange or otherwise dispose of. any part of
the assets of my Estate, for cash or on terms. puhlicly or privately. or to lease.
without liability on the purchasers to see to the appliGltion of the proceeds,
and to give options for these purchases without the obligation to repudiate
them in favor of a higher offer;
D. To execute and deliver any deeds. leases. assignments or other
instruments as may be necessary to carry out the provisions of this Will;
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E. To horrow money. if necessary to facilitate the administration
and closing of my Estate. including the right to horrow money from any hank.
including ORRSTOWN BANK. of Shipp<:nshurg. I'enmylvania, and to
mortgage or pledge any asset of the estate as security;
F. To loan to, and to purchase assets from, my Estate. even if it is
also acting as Executor thereof.
G. To assume continuance of the status of any beneficiary with
regard to death. marriage. divorce. illness. incapacity and similar incidents or
matters in the ahsence of information deemed reliable without liahility for
disbursements m<lde Oil such a""lImplioll;
H. To make any distrihution her<:under either in kind or in money.
or partially in kind <lnd p<lrti<llly in uHlney. considering of course the
reason<lhle wishes of the hendiciary. Distrihution in kind shall he m<lde at
the appraised value of the property distrihuted. as it is set forth in the
Inheritance Tax Return filed in my Estate;
I. To exercise any suhscription right in connection with any
security held hereunder. to consent to or participate in <lny recapit:i1ization,
reorganization. consolidation or merger of any corporation, company or
association. the securities of which may he held hereunder: ami to delegate
authority with respect thereto, to deposit invesllnents under agreements. to
pay assessments, and generally to exercise all rights of investors;
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J. To continue in any partnership, joint venture, joint ownership
or other husine.ls enterprise of which I am a part at the time of my death;
K. To compromise claims;
L. To continue for whatever period of time my personal
representative shall deem necessary any ownership as a tenant in common or
as a partner. in real estate or other property and to act a.1 I would have done
had I been living;
M. To do all other acts in his/her/their judgment necessary or
desirahle for the proper managemenr. investment and distrihution of the
assets of my Estate;
N. I direct that my Exemtrix, RENEE TANTALA, shall he
compensated for the services it renders to my Estate in accordance with its
prevailing schedule of fees in effect during the time when said services are
rendered.
O. Should any changes occur in the Internal Revenue Code or
Pennsylvania Statutes after the date of the execution of this Will which affect
the tax liahility of my estate. then III the extent possihle and as may he
permitted by law, my personal representative shall have the power and
discretion to interpret this Will and to admini.\!er my Estate in a manner
which results in the lowest tax liahility possihle.
P. Should the principal of ,lny Trust herein provided for he or
become too small. in the TRUSTEE\ discretjon, so as to make estahlishment
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or continuance of the trust inadvisable. my TRUSTEE or my Executor may
make immediate distribution of the then remaining principal am! any
accumulated or undistributed income outright to the person or persons and
in the proportions they are then entitled to income. If any such person is
under the age of twenty.one (21) years. distribution may be made to the Trust
established under Paragraph Fifteenth above. Upon such termination. the
rights of all persons who might otherwise have an interest as succeeding
income beneficiary or in remainder shall cease.
EIGHTEENTH:
The interests of thc bcneficiaries hereunder shall not be subject
to anticipation or to voluiHary or involuntary alienation.
IN WITNESS WHEREOF. I hercunto sct my hand and seal this
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RICHARD A. McLEOD
SIGNED, SEALED, PUBLISHED ;lnd
DECLARED in the presence of:
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COMMONWEALTH OF PENNSYLVANIA
: SS.
COUNTY OF CUMBERLAND
I, RICHARD A McLEOD. Testalor. whose name is signed to the attached or
foregoing instrument. having been duly qu:i!ified 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.
Sworn or aff~rmed to and aCkn()\Vledge~e me, by RICHARD A McLEOD, Testator,
this / 7 ~ day of Ji ' ]lJ%.
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RICHARD A McLEOD, Testator
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Notarv Public
NOTARIAL SEAL
SUSAN M. RAMSEY, NaIaJy PuIlic
CI/IIIt, ClmleItII1lf Counly, PI.
!kf CocMliaaIan EllpirII September 8, 1999
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COMMONWEALTH OF PENNSYLVANIA
: ss.
COUNTY OF CUMBERLAND
We, Roqer M. r.'..orgenthal and Deborah J. Sirrondi
the witnesses whose names are signed to the attached or foregoing instrument, being duly
qualified according to law, do depose and S.IY that we were present and saw Testator,
RICHARD A. McLEOD, sign and execute the instrument as his Last Will; that he signed
wiIlingly and that he executed it as his free and voluntary act for the purposes therein
expressed; that each of us in the sight of the Testator signed the Will as witnesses; and that
to the best of our knowledge the Test:ltor was at that time IX or more years of age, of sound
mind and under no constraint or undue influence.
Sworn or affirmed to and suhscrihed to hefore me hy Reger M. Morgenthal
and Deborah J. Sim:>ndi , witnesses. this
17th day of June . 19%.
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Witness
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NOTAIlW.IIEAL
SUSAN U. RAMSEY, NoIaty PIbIic
~ ClInberIand Ccu1Iy, Pa.
My CotrmSIlon Exp/rII SeIlIllilober 8, 1999
<)
REV-1502 EX. 16-9*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
McLEOD, RICHARD A.
FILE NUMBER
21-01-0100
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price al which properly would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facls.
Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
REAL ESTATE AT 106 EAST ORANGE STREET, SHIPPENSBURG,
CUMBERLAND COUNTY, PENNSYLVANIA 17257, VALUED IN
ACCORDANCE WITH THE SALE PRICE OBTAINED BY SPECIFIC
DEVISEE WITHIN ONE YEAR OF DEATH
VALUE AT DATE
OF DEATH
113,000.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
113,000.00
REV-1508 EX+ (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
McLEOD, RICHARD A.
FILE NUMBER
21-01-0100
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1. CASH ON HAND
2. CHECKING ACCOUNT #000688959, ORRSTOWN BANK, SHIPPENSBURG, PA,
INCLUDING INTEREST ACCRUED TO DATE OF DEATH
3. SAVINGS ACCOUNT #000755087, ORRSTOWN BANK, SHIPPENSBURG, PA,
INCLUDING INTEREST ACCRUED TO DATE OF DEATH
4. SAVINGS ACCOUNT #000755088, ORRSTOWN BANK, SHIPPENSBURG, PA,
INCLUDING INTEREST ACCRUED TO DATE OF DEATH
5. CERTIFICATE OF DEPOSIT #5030058189, ORRSTOWN BANK, SHIPPENSBURG,
PA, INCLUDING INTEREST TO DATE OF DEATH
6. DODGE CARAVAN, CONVERTED FOR HANDICAPPED USE, SOLD AFTER
DECEDENT'S DEATH
HOUSEHOLD GOODS, FURNITURE AND FURNISHINGS (NONE-ALL HAD BEEN
7. DISPOSED OF WHEN DECEDENT MOVED TO A PERSONAL CARE HOME IN 1997
DUE TO HIS ILLNESS AND HOUSE WAS RENTED TO TENANT)
B FEDERAL INCOME TAX REFUND DUE FOR TAX YEAR 1999
9. FEDERAL TAX REFUND DUE FOR TAX YEAR 2000
10. FEDERAL ONE-TIME TAX REBATE PAID IN YEAR 2000
11. PROPERTY TAX REFUND DUE TO OVERPAYMENT TO STATE FARM
INSURANCE COMPANY FOR 106 EAST ORANGE STREET, SHIPPENSBURG PA
12. MAGAZINE SUBSCRIPTION REFUND FROM KALMBACH PUBLISHING
13. REMAINING BALANCE IN GREEN RIDGE NURSING HOME ACCOUNT
14. REFUND FROM OVERPAYMENT TO HERSHEY MEDICAL CENTER
VALUE AT DATE
OF DEATH
5.00
8394.77
415.97
858.36
35,846.61
20,000.00
0.00
8278.00
9325.38
300.00
293.00
23.30
46.16
133.71
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
83,920.26
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ORRSTOWN BANK
TO Roger M. Morgenthal
Attorney at Law
2450 East Bayberry Drive
Harrisburg, PA 17112-6015
Fax 717-671-8755
FROM ORRSTOWN BANK
POBOX 250
SHIPPENSBURG PA 17257-0250
RE ESTATE OF Richard A McLeod DECEASED
DATE OF DEATH November 22,2000
IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE. THE
FOLLOWING ACCOUNTS WITH ORRSTOWN BANK
(1) CHECKING ACCOUNTS
DATE OF DEATH
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST
(2) SAVINGS ACCOUNTS
DATE OF DEATH
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST
(3) CERTIFICATES OF DEPOSIT
DATE OF DEATH
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST
5030058152
Richard A McLeod
06-17-97
$35,846.61
Addition to the report provided to your office on 02-12-01
Date 09-11-02 By: Jennifer K. Coffey
POBOX 250
SHIPPENSBURG, PA 17257
TEL. (717) 532-6114
REV-1511 EX' (12-99).
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
McLEOD, RICHARD A.
FILE NUMBER
21-01-0100
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
,. EGGER FUNERAL HOME, NEWVILLE, PA 17241 975.00
B. ADMINISTRATIVE COSTS:
,. Personal Representative's Commissions 5,000.00
Name of Personal Representaive(s) RENEE TANTALA
Social Security Number(s)/EIN Number of Personal Representalive(s)
SlreelAddress 3952 SOUTH THIRD STREET
Cily MILWAUKEE Stale~Zip 53207
Year(s) Commission Paid: 2001, 2002
2. Attorney Fees 5,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City Slate_Zip
RelalionshipofClaimantto Decedent
4. Probate Fees 273.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. CUMBERLAND LAW JOURNAL, ADVERTISING LETTERS 75.00
8. REGISTER OF WILLS, ADDITIONAL SHORT CERTIFICATES 9.00
9. THE SENTINEL, ADVERTISING LETTERS 90.59
10. GEORGE L. EBENER & ASSOCIATES, REALTORS, REAL ESTATE APPRAISAL 250.00
11. NECESSARY TRAVEL EXPENSE FOR EXECUTRIX, BASED ON MILEAGE AT $0.345 PER MILE 2,045.16
FROM WISCONSIN TO PENNSYLVANIA
TOTAL (Also enter on line 9, Recapitulation) $
O~~ts of decedent must be reported on Schedule 1.
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99IW
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
McLEOD, RICHARD A.
FILE NUMBER
21-01-0100
Debts of decedent must be reporte-d or. Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A FUNERAL EXPENSES:
,.
CONTINUATION SHEET FOR SCHEDULE H.
B. ADMINISTRATIVE COSTS:
,. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Represenlative(s)
SlreetAddress
City Slate_Zip
Year{s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Acldress
City Stale_Zip
Relationship of Claimant 10 Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
12. REGISTER OF WILLS, FILING INHERITANCE TAX RETURN 15.00
13. ORRSTOWN BANK, PURCHASE CHECKS FOR ESTATE ACCOUNT 16.00
14. REGISTER OF WILLS, RESERVE FOR FILING ACCOUNTING 300.00
15. EXECUTRIX, RESERVE FIR MISCELLANEOUS CLOSING EXPENSES 100.00
TOTAL (Also enter on line 9, Recapitulation) $ 14,178.75
(If more space is needed, insert additional sheets of the same size)
"""",:."",.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
ESTATE OF
McLEOD RICHARD A.
FILE NUMBER
21 01
0100
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.410.33
Continuing Care RX, prescription costs
2.
Final Bill, Presbyterian Homes
6,56998
3.
PPL Utilities. statement for gas service
1 ,786.29
4
State Farm Insurance, insurance coverage for handicapped van
340.75
5.
GPU Energy, statement for electric service
248.30
6
Lisa Helm, Tax Collector, past due real estate taxes
467.53
7
Borough of Shippensburg, Water and Sewer bill
254.84
8.
Orrstown Bank, reimbursement for lost safe deposit box key (lost during
decedent's lifetime)
15.00
TOTAL (Also enter on line 10, Recapitulation) $
(If more space IS needed, Insert additional sheets of the same Size)
11 093.02
. R.EV1SDE'.'w
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
..~, """ Rlc-"'~" A
NUMBER
I.
FRIEND $500.00
DAUGHTER $5,000.00
FRIEND $5,000.00
(FORMER SPOUSE)
FRIEND $1,000.00
FRIEND $1,00000
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (al (1.2)J
FILE NUMBER
?1 01
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
2
RENEE TANTALA
3952 S THIRD STREET
MILWAUKEE, WI 53207
CHARLES LOUCKS
111 N. EARL STREET
SHIPPENSBURG, PA 17257
JOHN ROGERS
325 MEADOWS ROAD
NEWVILLE, PA 17257
AMALIA McLEOD HESS
709 CEDAR HILL DRIVE
ALLENTOWN, PA 18109
NANCY LONGENBACH
824 CENTER STREET
BETHLEHEM, PA 18018
KEITH KOCHERT
250 S. ST CLAIR STREET
PITTSBURGH, PA 15206
LYDIA NABIRYE
2561 S. 44TH STREET, APT. 2
MILWAUKEE, WI 53219
FRIEND
FRIEND AND
DOMESTIC PARTNER
3.
4
5
6
7
0100
AMOUNT OR SHARE
OF ESTATE
REAL ESTATE SET
FORTH ON SCHED. A
$500.00
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
\RIT ABLE AND GOVERNMENTAL DISTRIBUTIONS
'ENSBURG UNIVERSITY FOUNDATION, GIFTED MINORITY STUDENT
.ARSHIP FUND
.0 MAIN DR, SHIPPENSBURG, PA 17257
{\ - 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)
1.00000
$
1 000.00
~
I.
rOr~,
""OFP4Rr,
I
-
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
McLEOD, RICHARD A
21
01
0100
PaQe 1
Schedule J - Beneficiaries - 1
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)
8 JOHANN KISAAME FRIEND $1,000.00
7200 MERION TERRACE, APT. D109
UPPER DARBY, PA 19082
9 JANET GILES SISTER REMAINDER OF
7030 38TH AVE, NE. ESTATE
SEATTLE, WA98115
Shippensburg University
Foundation
1871 Old Main Drive
Shippensburg, Pennsylvania 17257
Telephone 1717) 477-1377
Fox (717) 477-1471
January 8, 2002
Estate of Richard A. McLeod
Mr. Roger M. Morgenthal, Esq.
Salzmann, DePaulis, Fishman & Morgenthal, P.C.
455 Phoenix Drive, Suite A
Chambersburg, PAl 7201
Dear Mr. Morgenthal,
Thank you for the recent contribution of$I,OOO from the Estate of Richard A. McLeod
designated for the Gifted Minority Student Scholarship Fund administered by the Shippensburg
University Foundation.
We are always saddened by the loss of a member of the "Shippensburg Family" and sincerely
appreciate him providing for this contribution thrQugh his estate plan.
John E. Clinton
Executive Vice President
In accordance with IRS regulations, this letter will serve as a receipt for federal income tax deduction purposes.
and the SU Foundation affirms that neither goods nor services were promised in return for your contribution.
Register of Wills of CUMBERLAND County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of
also known as
RICHARD A McLEOD
No.
r2/ -01-/ ()()
, Deceased
Social Security No. 397 - 32 - 0958
RENEE TANTALA
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW:)
[X] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut r ix named in the last Will of
the Decedent, dated 06/17/1996 and codicil(s) dated None
NONE
State relevant circumstances, e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents
offered for probate; was not the victim of a killing and was never adjudicated incompetent:
NONE
D B. Grant of Letters of Administration
(c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and
heirs:
r
Name
Relationship
Residence
I
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in CUMBERLAND
County, Pennsylvania with his/her last family
or principal residence at 210 BIG SPRING ROAD, WEST PENNSBORO TOWNSHIP
(list street, number, and municipality)
Decedent, then ~years of age, died 11/22/2000 at GREEN RIDGE VILLAGE, PA
(Location)
Decedent at death owned 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
50,000.00
$
$
$
$
100,000.00
106 E. ORANGE STREET, SHIPPENSBURG, CUMBERLAND CO., PA
situated as follows:
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of
letters in the a riate form to the undersi ned:
Si
RENEE TANTALA
3862 SOUTH WHITNALL AVENUE, MILWAUKEE, WI 53207
/6 --2o/f- /r
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc.
Form RW-1 (1991)
Oath of Personal Representative
Commonwealth of Pennsylvania
County of CUMBERLAND
The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of
the Decedent, Petitioner(s) will well and truly administer the estate according to law.
~~L
RENEE TANTALA
Sworn to or affirmed and subscribed
~;C-<'
" -"-
before me this 1 7 tlQay of
~:...
J <HJ11ary
::;? /.L~
For the Register J //
Lewis ~~
"A'
No. 21-01-100
Estate of RICHARD A McLEOD
Deceased
Social Security No: 397 - 32 - 0958 Date of Death: 11/22/2000
AND NOW,
Januarv 23rd.
2 0 0 1 ' in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters [KJ Testamentary D Of Administration
(c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate)
are hereby granted to
RENEE TANTALA
in the above estate and that the instrument(s) dated
06/17/1996
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
Short Certificate(s). .3. $
235.00
9.00
<./}?t A /l .I / /l
(A</~ L .
/
~.~~~1;-
Register of Wills Mary C.Lewls ?
FEES
Letters. . . $
Renunciation. $
Affidavits ( $
Extra Pages ( 8 ) . $
Codicil. $
JCP Fee. $
Inventory. $
Other $
Attorney:
ROGER M. MORGENTHAL, ESQUIRE
24.00
1.0. No: 17143
FISHMAN & MORGENTHAL
Address: 95 ALEXANDER SPRING ROAD
SUITE 3
CARLISLE, PA 17013
5.00
Telephone: 717/249-6333
TOTAL. . . . . . . . .
Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc.
$ 273.00
Form RW-1 (1991)
H lOS.l30S REV lJIg6
This is to certify that the information here given is correctly copied from an original certificate of death dul~ filed with me as
Local Reg~strar. The original certihcate will 6e forwarded to the State Vital Records Office for permanent filmg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
~~. ~b-\-~~
Local Registrar
Fee for this certificate, $2.00
p
6959898
NOV 2 9 2000
Date
21-2001-100
Hl05.:43 Rev. 2187
COMMONWEALTH OF PENNSYLVANIA' OEPARTMENT OF HEALTH' VITAL RECOROS
CERTIFICATE OF DEATH
.,
J, \
Cumberland
....
SEX
..Male
'S"R(~I\.E~~
SOC.....L SECURIT'Y NUMBER
3. 397 _ 32
~""()
.,
IK
NAME OF DECEOENT (I~:"St. M;;"e. i.as,
L Richard A.
.-OE (Lata Bwthda'rl UNOER' YEAR uNDER 1 DAY
6 4 MonIht Da.,. Iiol.n:: ..lout..
v".
..
COUNTY OF DERH
PLACE OF CJeRH ICt>edl 0f\Iy QI"Ie iee ,nSllUCloOnS on ~ '!I081
HOSPI'lAL: -
1~lienfO
1. ...
FACtLlr'I" N.-ME (II rl()I M'l$l'fUIIOl'\. 9Ye SIr", and numberl
8IRTI'4PL.ACf ;Coty ~
Se!!t't"l11'\!" C'tm'
="",0
oeCEOENl'S USU....L OCCUPRIOH
(G<velund a1....ork oonc dur~
CO~~~~~TT~SO
fT.. 111t.
DECEDENT'S MAttING AOOAESS (SIr.... C~. s.a.. Z~ Code)
106 East Orange St
Shippensburg PA 17257
SUAVIYING SPOuSE
(n 'Mfe. QNe m--. namel
Education
oeCEDENT'S
-.<:tUAL
RESIDENCE
ISH .-....ona
on 0Ihet SlOe)
11..&.._
,,,,.
...
-
Min. .
Cumberland _7 '7d.~:::"'""=,,.:::'.. Shlppensburg
MOTHER~ S't'We'M It"''s"CTiE! n
...
'Nf~~'2'..~'WtH"'f:m<:f>''r'"'~~'m.llwaukee .n 53207
....
tt.
f"RliEA'S NAME IFitsl. MiO<H. Last)
~ J, Blair McLeod
1Nf00MANT'S NA~ ~ 1ie'EW Tan tal a
-
METHOD OF 0I5PQS1TION
IlurioI 0 c,....."" QIl _....$1...0
ou...._
_.
PlACE OF OtSPOSmON. Name otc.rn.t~. CIWftatOry
cwOttMtrFttalce
East
21c.
L
Spring Ave
'-~~
f~
PART II: Other stgnil\canl condIIioN contributing 10 dIt.I". but
notrMUftinQinttle~~9iWnW\~ ,
DUE TO (()A AS ACONSEQUENCE Of):
lb.
c.
d.
DUE 10 (OR AS A CONSEQUENCE 0Fl:
'--
OUE '10 (OR AS A CONSEOIJENCE OF),
WERE AU10PSY FINDINGS MANNER Of DEATH
_lA8l.E PRIOR 10 ~
CQMP\.El1OH CIF CAUSE 0
OF DEArH? ........ HomiCida
~~ - 0 Pen6nrg ln~.d9.tlon 0
...."'" 0 Could not ~ determined 0
DATE Of INJURY
(Monlh. Day. 'fUrl
TlUE OF INJURY
INJURY 1fI WORK? DESCRIBE HOt\' INJURY OCCURflEO.
_ 0 ~O
*. 300. M.
PLACE Of: INJURV . At home, taffft. slr",.l~. O1flte
buitcIng. ..c. ($pee"")
2ft. 21. 3CM.
CElnlFIf;A(Ct-<<:k(ll'liy~
.~~s:.o::.:;==;:.c::~e:::':::~.~';.=:'~=::::~~~~~~.C~~~~~I':':' 23) 0
'MEDICAL exAMINEIlICOAONER
On the ba.is 01 ...mln8tlon .nd/or Inv..tlgation,ln my opinion, death occurred at the U",., da'a, and pl.ce, and due 10 the causa(.) and
mann.....st.ted............. .... ...... ....... -. ......... ... .................... ............ .... .-.. ....
31..
REOI$TR....,q.S SIGNATURE .-NO
o
.P\JIONOVHCING AND CEATI"INQ PHYSICIAH IF"hysloan boltl l)f:yo()uncltlQ OHIt! and certJfyorlg lO cause 01 deathl 6lJ
To.....1Mst of my kno....'-dQfI. death oecur~ 8' the time, dale, "nd p'*=e. anet due to the eauM(.)and m...n~, .. .'ated
b;:>.1\I~tIOI
>>.
:.:I'E HI.EO(Month. 0111\:'."
_ Nv\J ~~ I ~(){SD
/111
,
~
--
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: RICHARD L. McLEOD
Date of Death: NOVEMBER 22. 2000
Estate No.: 21-01-0100
To the Register:
I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's
Court Rules was served on or mailed to the following beneficiaries of the above-captioned
estate on April 2. 2001.
Name
Address
See attached list of beneficiaries
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
NONE
Date: April 2. 2001
~ U1,ft4~
Signature
FISHMAN & MORGENTHAL
Name Roaer M. Moraenthal . Esauire . #17143
Address 95 Alexander Sprina Road. Suite 3
Carlisle. PA 17013
Telephone (717) 249-6333
Capacity:
_ Personal Representative
-L Counsel for Personal Representative
Estate of Richard McLeod: List of Beneficiaries
Charles Loucks
126-28-9335
111 North Earl St.
Shippensburg, PA 17257
>00. ~
717-532-6335
John Rogers 191-34-4464
325 Meadows Road J";~" -""
Newvillw, PA 17241
717-776-7057
Renee Tantala
394-54-6375
3862 S. Whitnall Ave.
Milwaukee, WI 53207
414-486-1398
Amalia McLeod Hess 186-64-4000
709 Cedar Hill Dr. >fJ()(). ",
Allentown, PA 18109
Alternate address: send c/o Nancy Langenbach
610-231-3459
Michael Joseph McLeod
198-70-8751
fIDOO,-
709 Cedar Hill Dr.
Allentown, PA 18109
Brandon Christopher Hess 182-74-0226
709 Cedar Hill Dr. I 0 00 .. ,,-
Allentown, PA 18109
Continues on back II.
lIAR 0 6 200f
Nancy Longenbach
320-34-9799
824 Center Street
Bethlehem, PA 18018
[l%b ·
../
610-865-9994
Keith Kochert 186-54-4103
250 S. St. Clair St.
Pittsburgh, PA 15206 , t) 0 '(), ,.-
661-6797
Lydia Nabirye
176-70-9140
2561 S. 44th St., Apt. 2
Milwaukee, WI 53219
l 't) b 0......-
414-546-3384
Johann Kisaame
396-80-6317
7200 Merion Terrace, Apt 0109 .
Upper Darby, PA 19082 {D 00, -
610-453-9061
Janet Giles
396-30-1243
7030 38th Ave. NE
Seattle, WA 98115
~
~.c26</-/Y
",6 OF INDIVIDUAL TAXES
~ .ITANCE TAX DIVISION
DEPT. 280601
HARRISBURG~ PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COtJ.NTY
ACN
ROGER M MORGENTHAL ESQ
2450 E BAYBERRY DR
HBG PA 17112 \
10-27-2003
MCLEOD
11-22-2000
21 01-0100
CUMBERLAND
101
'*
REV-1541 EX AFP (01-03)
RICHARD
A
Amount Rellitted
(1)
(2)
(3)
(4)
(5)
(6)
(7)
113,000.00
.00
.00
.00
83,920.26
.00
.00
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 ~
REv=is'4-j-Ex-AFP--coi-:031--Nti,.-icE--oF-'rNHEifiTANcE-T-Ai-APPRAIsi:irENT~--ALi-owANcE-ifR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCLEOD RICHARD A FILE NO. 21 01-0100 ACN 101 DATE 10-27-2003
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
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. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage 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
I~ an assessment was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total D~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Allount of Line 14 at Spousal rate (IS)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
NOTE:
14,148.75
11,093.02
(11)
(12)
(13)
(14)
(9)
(10)
.00 X 00 =
6,000.00 X 045=
43,678.49 X 12 =
121,000.00 X 15 =
(8)
(19)=
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
196,920.26
25.241 77
171,678.49
1,000.00
170,678.49
.00
270.00
5,241.42
18,150.00
23,661.42
r>....~n. K~(;~~t'1 (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-22-2001 AA478062 789.47 15,000.00
08-26-2002 CDOO1566 561.97- 9,000.00
TOTAL TAX CREDIT 24,227.50
BALANCE OF TAX DUE 566.08CR
INTEREST AND PEN. .00
TOTAL DUE 566.08CR
. 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 IIICREDITIII (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
....
REV-1-470 EX (6-88)
INHERITANCE TAX
EXPLANA TION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENrS NAME
FILE NUMBER
RICHARD A MCLEOD
REVIEWED BY
ACN
2101-0100
101
John Kealy
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
J
Increased the amount subject to tax at 4.5% to $6,000, a stepson is a lineal heir.
ROW
Page 1
/ 6 -c2O </- /j/
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG I PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REY-1n7 EX AFP (01-03)
ROGER M MORGENTHAL ESQ
2450 E BAYBERRY DR
HBG PA 17112
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-17-2003
MCLEOD
11-22-2000
21 01-0100
CUMBERLAND
101
RICHARD
A
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-Y=i6o-j-Ex--AFP--fol---o3i-------...--iNirERITANc'E-TAi--STATEMENT-ifF'-ACCouirf--.-..---------------------
ESTATE OF MCLEOD RICHARD A FILE NO.21 01-0100 ACN 101 DATE 11-17-2003
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-20-2003
P R I NC I PAL T AX DUE: ...........................................................................................................................................................................................................................
23,661.42
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-22-2001 AA478062 789.47 15,000.00
08-26-2002 CDOO1566 561.97- 9,000.00
10-27-2003 REFUND .00 566.08-
TOTAL TAX CREDIT 23,661.42
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
IE
SIDE 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. )
l
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ROGER M. MORGENTHAL
ArrORNEY AT LAW
2450 EAST BAYBERRY DRIVE
HARRISBURG, PENNSYLVANIA 171 12-6015
E-MAIL: rogerm2450@earthlink.net
(71 7) 671 ~8754
FAX (717) 671-8755
August 26, 2002
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, P A 17013
RE: ESTATE OF RICHARD A. McLEOD
NO. 21-01-0100
Ladies and Gentlemen:
Enclosed is a check to be applied to the Inheritance Tax on the above-referenced
estate.
Please note my new address and telephone number for any future correspondence
regarding this or any other Estate that I may be representing.
Thank you for your attention to this matter.
Very truly yours,
-put JIJ?~ .
Roger M. Morgenthal, Esquire
Enc: Check
~:,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2.80601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MORGENTHAL ROGER M
2450 EAST BAYBERRY DRIVE
HARRISBURG, PA 17112-6015
____n__ fold
ESTATE INFORMATION: SSN: 397-32-0958
FILE NUMBER: 2101-0100
DECEDENT NAME: MCLEOD RICHARD A
DATE OF PAYMENT: 08/27/2002
POSTMARK DATE: 08/26/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 11/22/2000
NO. CD 001566
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $9,000.00
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TOTAL AMOUNT PAID:
REMARKS: ROGER M MOGENTHAL ESQUIRE
CHECK#145
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$9,000.00
MARY C. LEWIS
REGISTER OF WILLS
ROGER M. MORGENTHAL
ATTORNEY AT LAW
2450 EAST BAYBERRY DRIVE
HARRISBURG, PENNSYLVANIA 17112-6015
E-MAIL: rogerm2450@comcast.net
(71 7) 671-8754
FAX (717) 671-8755
January 9, 2003
Register of Wills
Attn: Sue
Cumberland County Courthouse
One Courthouse Square
Carlisle PA 17013
Ladies and Gentlemen:
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This will confirm that I have withdrawn from representation of the followipg
estates, which are now being represented by Salzmann, DePaulis & Fishman, PC:
Estate of Arthur Herr .F
Estate of Anne E. Olmstead
Estate of Ida G. Skelly
Thank you for your attention to this matter.
~~~..~ ~ .
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Very truly yours,
~MtAr-J--
Roger M. Morgenthal, Esquire
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02/- 01 ~ 101'1--
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: RICHARD A. McLEOD
Date of Death: 11/22/2000
No. 21-01-0100
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: XX 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 XX No
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account informally to the
parties in interest? XX Yes _ No
d. Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of Orphan's Court and
may be attached to this report.
Date:
Qctober23.2003
Signature
. ~\ -", I
'{'/~11{ /l/J'/~1..J-.----
Name (please type or print) Rdger M. Morgenttla, squire, #17143
2450 East Bavberrv Drive
Address
HaniSbU~A 17112-6015
City, State, p
(7~671-8754
Tel ne Number
Capacity: _ Personal Representative
-A. Counsel for Personal Representative
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V
STATUS REPORT UNDER RULE 6.12
Name of Decedent: RICHARD A. McLEOD
Date of Death:
11/22/2000
No. 21-01-0100
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 XX No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete: 6/30/2003
3. If the answer to NO.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No
b. . The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account informally to the
parties in interest? _Yes _ No
d. Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of Orphan's Court and
may be attached to this report.
Date: 1/9/03
Signature
V ~l~
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Name (please type or print) Roger M. Morgenthal, EsqUIre, #17143
2450 East Bavberry Drive
Address
Harrisbur~PA 17112-6015
City, State, Ip
(717~ 671-8754
Telep one Number
Capacity: _ Personal Representative
~ Counsel for Personal Representative
JRD/June 30, 1992/17858
DEG 1 2 2002 ~
..
..
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In Re: Estate of Richard A. McLeod
Late of West Pennsboro Township
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.: 21-2001-0100
NO. 21-2001-0100
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative:
Counsel for Personal Representative: Roger M. Morgenthal, Esquire
Date of Decedent's Death: 11-22-2001
Date of Delinquency Notice: 10-08-2002
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 6.12,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common Pleas of Cumberland County, that neither the above named personal representative nor
the above named counsel for the personal representative have filed with the Register of Wills or
Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, was given by the Register of Wills on 10-08, 2002, and that the ten (10)
day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the
Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a
hearing to determine whether sanctions should be imposed upon the delinquent personal
representative or counsel for the delinquent personal representative.
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
Date: 12-09-2002
0!-I(/tJ3 9~'3oA,IJ1,.
A hearing is scheduled for at in Courtroom No.3.
prior to the hearing date, the hearing will automatically be canc
..
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (71 7) 240 - 6345
..
Date: 10/08/2002
RENEE TANTALA
3862 SOUTH WHITNALL AVENUE
MILWAUKEE, WI 53207
RE: Estate of MCLEOD RICHARD A
File Number: 2001-00100
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.1, for decedents dying on or after
July 1, 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: 11/22/2002
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
MARY C. LEW S
REGISTER OF WILLS
~,)yl !)t:bJ I A:I-
cc: v'File
Counsel
Judge
JRDlJune 30, 1992/17858
DEG 1 2 200Zr
..
J1I
In Re: Estate of Richard A. McLeod
Late of West Pennsboro Township
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.: 21-2001-0100
NO. 21-2001-0100
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative:
Counsel for Personal Representative: Roger M. Morgenthal, Esquire
Date of Decedent's Death: 11-22-2001
Date of Delinquency Notice: 10-08-2002
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 6.12,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common Pleas of Cumberland County, that neither the above named personal representative nor
the above named counsel for the personal representative have filed with the Register of Wills or
Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, was given by the Register of Wills on 10-08, 2002, and that the ten (10)
day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the
Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a
hearing to determine whether sanctions should be imposed upon the delinquent personal
representative or counsel for the delinquent personal representative.
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
Date: 12-09-2002
0/-1 t/ tJ 3; C;)~ .3 iJA ,IJ1,
A hearing is scheduled for at in Courtroom No.3.
prior to the hearing date, the hearing will automatically be canc
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Georg
/
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
Will No.
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
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:
Signature
Name (Please type or print)
Address
( )
Tel. No.
Capacity:
Personal Representative
Counsel for personal
representative
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Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 10/08/2002
RENEE TANTALA
3862 SOUTH WHITNALL AVENUE
MILWAUKEE, WI 53207
RE: Estate of MCLEOD RICHARD A
File Number: 2001-00100
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.1, for decedents dying on or after
July 1, 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: 11/22/2002
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
MARY C. LEW S
REGISTER OF WILLS
~,iJ1. ~ {d-
cc: J File
Counsel
Judge
JRD/June 30, 1992/17858
DEe 1 2 2002 (
Estate No.: 21-2001-0100
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
In Re: Estate of Richard A. McLeod
Late of West Pennsboro Township
NO. 21-2001-0100
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative:
Counsel for Personal Representative: Roger M. Morgenthal, Esquire
Date of Decedent's Death: 11-22-2001
Date of Delinquency Notice: 10-08-2002
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 6.12,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common Pleas of Cumberland County, that neither the above named personal representative nor
the above named counsel for the personal representative have filed with the Register of Wills or
Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, was given by the Register of Wills on 10-08, 2002, and that the ten (10)
day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the
Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a
hearing to determine whether sanctions should be imposed upon the delinquent personal
representative or counsel for the delinquent personal representative.
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
Date: 12-09-2002
o1-/f./tJ3 9,304.1J1,
A hearing is scheduled for at in Courtroom No.3. I the Statu Report is filed
prior to the hearing date, the hearing will automatically be canc
/
Georg
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
Will No.
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
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:
Signacure
Name (Please type or print)
Address
( )
Tel. No.
Capacity:
Personal Representative
Counsel for personal
representative
(MAH:rmf/AM3)