HomeMy WebLinkAbout01-0174
PETITION FOR PROBATE and GRANT OF LETTERS
~l- 0\ - \-,'-\.
rrriesh
No.
To:
Estate of Ma ri 1 yn A
also known as
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
. Deceased.
Social Security No. 200-24-0186
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of a~ OJ older an the ~xecua;:ix
in the last will of the above decedent, dated ~l"e.bruary 14
and codicil(s) dated
~tred
, 19_
(state relevam circumstances, e.g. renunciation, death of executor, etc,)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h er last family or principal residence at 29 vJe.stf ie Ids Dri V~, Hechanicsburg,
PA 17050
(list street, number and muncipality)
Decendent, then 69 years of age died Februarv 9
at Holy Spirit Hosp~tal, camp H~l1, FA 17011
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:
,~~ 2001,
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ 50, 0 0 0 · 00
(If not domiciled in Pa.) Personal property in PennsylvaI)ia $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $ 110 , 000 · 00
situated as follows: 29 "'ve s tf ie lds Dr., Hechanic sburg ,
Cumberland County, PA descrlbed ln Deed Book j~ E, Page j~b.
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters Te stamen tary
(testamentary; administration c.La.; administration d.b.n,c.La.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1-,,.,
COUNTY OF CUMBERLAND j ::s::s
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 represen-
tative(s) of the above decedent petitioner(s) will well an~ truly administer the estate according to law.
Sworn to or affirmed and subscribed 6~ui1- c..2, ~~p- VJ
before me this 13TH day of' /~.
Februar 0 0 ~
s:::
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No. 21 - 01 - 174
Estate of
I4ARILYN A. TRIESH
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW February 14 ~2 0 0 ~ 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 14, 1990
described therein be admitted to probate and filed of record as the last will of Marilyn A.
Triesh
and Letters testamentary
are hereby granted to Edria A. Wolfe
~ (! Y!:i~~t:: fic~.~.
MARY CLEWIS
FEES
9.00
N. A. Patterson, I. D. # 1586
ATTORNEY (S)lP. Ct. l.D. No.)
1185 Boiling ~prings Rd.
Mechanicsburg, FA 17055
ADDRESS
Probate, Letters, Etc. .........
Short Certificates( 1) . . . . . . . . . .
Renunciation
X-Pages
JCP
$ 2~S.00
$ :1.00
... . . " . .... .... $
$
TOTAL _ $ ?51'.~~
. . . . . . F.E.~~V!\.R.X . } ~.,. .200.1. . .. . . . . .
717-258-9052
Filed
PHONE
Called attorney on 2-14-01,
l'r\;~l;
iZq!srn, J'hl
Hl05 ;43 Ae-v 2./87
iYPE.lPAINT
IN
PERMANEN T
BLACK INK
NAME Of DECEDENT IhlSl MIddle, laSl)
AGE (l a~ 6w1tlOay)
69 Yrs
5.
COlIN TY Of' Df,(J"H
Cumberland
1..
FATHER'S NAME (Flfst Middle lastl
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INFORMANT'S NAME (TypelP'1fll1
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WARNING: It is illegal to duplicate this copy by photostat or photograph.
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COMMONWEALTH OF PENNSYLVANIA 0 OEPARTMENT OF HEALTH. VITAL RECOADS
CERTIFICATE OF DEATH
Nalural
[i{(
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Could nol b8 delennlOt)(j
DECE DENT'S USUAL OCCUPATION
tGlve kand of WOfk done cJortng mosI
ol-C~.feria manager
. 11.. "".
DECEDENT'S MAILING ADDRESS (SIr.... Cotyrr.:->. Staoe. Z", Codel
29 Westfields Drive
Mechanicsburg, Pa. 17050
I..l-'rr
p
7121397
STATE FilE NUMBER
SOCIAL SECURITY "UMBER
3. 200 24
0186
~-~--~-~~--~~~~~~-~~.~~~--~~~- SEX
Marilyn A. Triesh 3 Female
UNDER 1 YEAR
Moolh. Days
-BIRTHPLACE 'C-'y-;;;;d
Stale Of fClilqll CouflUyt
~:;,tyJO
RACE. Am.ocan Indian, stack. Whll. ete
,Spec"",
White
SURV'VING SPOUSE
(II ...te, \}f.... fTldt08n namtU
Q;d
--..
INe In.
IOwnship 7
-
17d.O ~~':'I1I=of
Clfylbon>
UNOE R 1 D"y
Ho<n 1 Min';'..
Carlisle, Pa.
Jacob Foster
Edria Wolfe
MOTHER'S NAME IF.S! M,ddle Ma<lenSumame) Helen G. Shank
It.
INFORMANrs10Im~k~~~ly'~r1:j:e'~p~nr.1 Pa. 17011
20b
PLACE OF DISPOSITION - Name of Cem.tery, Crem.aIOf)' lOCATtON . CltyfTown, Sl~I.. Zip Coot
OdJtho,PlacoKutz Church Cemetery Carlisle, Pa 17013
NAME AND ADDRESS OF FACILITY
Myers Funeral Home, Inc 37 East Main Street Mechanicsburg, Pa 17055
LICENSE NUMBER
DATE SIGNED
(Monlll. Day. featl
17.. Sial.
Cumberland
17b. Counly
Remov. horn Sial. 0
DATE Of DISPOSITION
(Monlh. Day. '$at.
Feb 11, 2001
23b. 23<;.
WAS CASE REFERRED TO MEDICAL EXAMINEAlCORONER1
y..D
l1ams 24.2fIi mUSI be campl.led by DATE PRONOUNCED DEAD IMonlh. Day, Year)
. .,.~n..hopronouoc.'dee'h 34. ! _L ~ 25.-'L.hR.J.I~ Q.
Enl.r tn. diseases, InjulleS or COmpHcahons Which caused Ihe death 00 nol enler Ihe mode 0' dying, SU~ha--; c.ardj~c r8~r~'1II8SI. shock or heart tal/Uf.
liS( only one c.aus.e on eaCh hoe
.~/}l~ 5-/~:'a~J!(4/f~__~L{A'('+--CL!.J ((/1""( cL-
~COR~ACONSEOUENCEOF): . / '
I b_ 6 t) /;/ (~--~. 6~ct. LUiH~L-L~tl" !..-/_/C.-1/J{.l.-(~~ -l--
lOR AS A CONSEOUENCE Of) (1- :
c.______ ....~.____.~________ __.______..__.__.~__________ __+--~__
d OUETOIORASACONSEOUENCEOf)_ _ ~
weAE AUTOPSY fiNDINGS MANNER OF DEATH DATE OF INJURY TIME OF INJURY
AVAILABLE PRtOA TO (MOnrh, Day, Yeaq
COMPLETION OF CAUSE
OF DEATH7
[J
21b. ale.
=rICE. NSE NUMB..ER
FD-014318-L
22b
ledge, death occurred al the lime. dale and place slaled
No~
n.
I Approxlm.a'e
: interval between
: Onsel and dealh
:
PART":
Other sign,r~l condi\ions conlnbuhng 10 dea1h, but
noI resulting in lhe undenytng cauH grwen "" PART I
INJURY AT lNORK1
DESCRIBE HOW 'NJURY OCCURRED
AccKienl
Pending Invesllgd.IIOIl
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[] :~CEOFlNJURY. AI hom;-;'a;,;,O:;;8i. taClOfy, ottice
building. .IC ISpt;K;IIYl
300.
'M. _.
o
No~
SWClde
2" 28b.
Cl:ATIFIEA ICt'eck oruy une)
.CERTlFVING PHYSICIAN ,Ph,51C1dO l.t-'lltlyUHJ CdUse oIl1t.'<ilrl ""Ief' .j1\{JlIlt~r lJh"~"--'..1n hdS p'onourOl.:~d ,It'dlti dn;J u.)I'l1pldctJllc/Il 2J)
To I.h. bul 01 my knowledg., death occurred due '0 the caus~(s) and m.,-..ner a. stated
L
~
o
.PRONOUNCING AND CERTIfYING PHVSICIAN tPtly5IC"-,,n ("JII, >J!:,]/luU'''':HllJ \k.lltl dlltl Ltc'I"'Y'IlY lu(d\J::"~ ul \Jt'.Jlr.)
To the w.. 01 my knowl.dgft, de..th occurted allh. lime, dale, .nd place, ..nd due 10 Ihe ciluse(.J and mann~r.s slOtCed
~
"MEDICAL EXAMINER/CORONER
On Ihe basis of examination .and!or investig.ollion, in my OpiniOn, de.lh occurred allhe lime, date, and pldce, and due 10 Ihe CaU5e(s) and
m.,-''-.CI .is it.iv-d
)1.
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I, MARILYN' A. TRIBSH, of Silver Spring Township,
Cu.oerland County, Pennsylvania, declare this to be ~ last
will and revoke any will previously 8ade by me.
IftM I:
I bequeath the aua of $15,000.00, all of
my jewelry including my dia~nd rings, ay ar~lre jewelry
cheat, and all of .Y personal belongings to .y sister, Joyce
B. Wyrlck.
Should ay sister, Joyce B. Wyrick, predeceas. .. or
not be living at the ti.. of distribution of my estate, I
bequeath the sua of $15,000.00, all of .y jewelry including
.Y dia~nd rings, .y ar~ire jewelry chest, and all of .y
personal belongings to ay sister, &drla A. Wolfe.
Should .y sister, Mr1a A. Volfe, predecease 1M) or
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not be living at the tiRe of distribution of my estate, I
bequeath the sua of $15,000.00, all of my jewelry including
my dia~nd 1'in98, ay ar~ire jewelry chest, and all of .Y
personal belongings to my nephew, Jack Volfe II.
I'fEM II:
I bequeath the aum of $3,000.00 to ~
brother-in-law, Charles Triesh, and his wife, Gladys Tri.sh.
~,
Should
either
ay
brother-In-law or his wife
. / ~
predecease Me or not be living at the time of distribution of
.y estate, I bequeath the sua of $3,000.00 to the survivor of
them.
Should both ay brother-in-law and his wife predecease
.,
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.. or not be living at the ti~ of distribution of ~
eatate,
said bequest shall beco~ a part of .y residuary
estate.
1ft" III:
I bequeath the SUM of $1,000.00 to
Kilaber Shank.
Should Ki~er Shank predecease .. or not be
living at the ti~ of distribution of .y estate, said bequest
shall beco~ a part of .y residuary estate.
I~BM IV: I bequeath the sum of $1,000.00 to Brenda
Shank.
Should Brenda Shank predecease me or not be living at
the ti.e of distribution of .y estate, said bequest shall
becoRe a part of ay residuary estate.
ITS" V:
I direct that ay executrix hereinafter
naRed sell the rest, residue, and re..inder of my property of
every nature and wherever situate at public or private Bale
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whichever ay executrix In her sole discretion dee.. to be in
~'
the best interests of my estate. The net proceeds of said
sale shall beco~ a part of my residuary ..tate to be
distributed as provided therein.
ITBM VI:
I devise and bequeath the rest, residue,
, and re..inder of my estate of every nature and wherever
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situate to .y sister, Idrla A. Wolfe. Should ay sister,
&drla A. Wolfe, predecease.. or not be Ilvinq at the ti.. of
distribution of .y estate, I devise and bequeath the rest,
residue, and re~inder of my estate of every nature and
wherever situate to ay nephew, Jack Wole II.
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I'fBM VII:
I direct that all taxes that ~y be
asaessed in consequence of ay death, of whatever nature and
by whatever jurisdiction i~os.d, shall be paid from my
residuary
estate
as
a
part
of the expense of the
administration of my estate.
VIII:
I
appoint my slster, Bdria A. Wolfe,
executrix of this my last will. Should my sister, Bdrla A.
Wolfe, predecease .. or fail to qualify as executrix, I
appoint ay nephew, Jack Wolfe II, executor of this my last
will.
ITBM IX:
I direct that .y executrix
or her
successor shall not be required to qive bond for the faithful
performance of her or his duties in any jurisdiction.
IN WITHESS VB.aBOF, I have hereunto set ay hand
this 14th day of February, 1990.
- - r.:-' , ',( ~r \~~\-I j . / '';.'~''':~"
Hakilyn A. Triesh
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The preceding instrQ~nt consisting of this and
three other typewritten paqes identified by the signature of
the testatrix,
Marilyn A. Triesh, was on the day and date
thereof signed, published and declared by Marilyn A. Triesh,
the testatrix therein named, as and for her last will, in the
presence of us, who, at her request, In her presence, and in
presence of each other bave subscribed our names as witnesses
hereto.
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Address
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21 - 01 - 174
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
N. A. Patterson, and Ruby F. Villarreal
~kK
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that they were present and saw
Marilyn A. Triesh
the testatrix , sign the same and that they signed as a witness at the
request of testa~ix in her 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 13TH
Februar
~
(Name) PA 17055
1185 Boi1inq Springs Rd.. t~chanicsburg
- // /) , (Ad~SS) - /J
( 1-<' /r I ~~ L-I"&.J!i/~Ut/C-
(Name)
R. D. , E11lottsburg, PA 17024
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
testat_
0, (each) being duly qualified according to law,
familiar with the signature .of
c
that
presented herewith and
codicil
will is in the handwriting of
to the best of
~"
'~
"--'''......""
,.~
Sworn to or af . med and subscribed before
me this / day of
/ 19_
/
/
-......"-...."
" . (Name)
(Address)
Register
(Name)
(Address)
..-
t;:
---
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Marilyn A. Triesh
Date of Death: February 9,2001
Will Number: 2001-00174
Administrative Number:
21-01-174
To the Register:
I certify that notice of 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 February 16,
2001.
TO: Kimber Shank
5 Audubon Park
Dillsburg, P A 17019
Brenda Shank
209 E. Locust St.
Mechanicsburg, P A 17055
Gladys Triesh
200 Myrtlewood Drive
Henrietta, NY 14467
Joyce Wyrick
428 N. Earl St.
Shippensburg, P A 17257
.Edria A. Wolfe
10 Rockaway Drive
Camp Hill, PA 17011
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
Dated: February 16, 2001
/?
'-z~'
. P1~
N. A. Patterson
1185 Boiling Springs Rd.
Mechnicsburg, PA 17055
717-258-9052
Capacity: Counsel for personal representative
ST ATE OF PENNSYL VANIA
IN THE REGISTER OF WILLS COURT:
CUJMBERLANDCOUNTY
ESTATE NO. 21-2001-174
IN RE: ESTATE OF
MARIL YN A. TRIESH
STATEMENT OF CLAIM
1. MBNA America hereby presents for filing against the above estate this statement of claim in
the amount of $ 5,370.93.
2. The basis for the claim is MBNA account number 4313027072011064 which was opened on
3-1-97.
3. The tax identification number of the claimant is 510331454.
4. The name and address of the claimant is MBNA America, 1000 Samoset Drive,
Wilmin~ton, DE 19884.
5. This claim IS NOT contingent.
6. This claim IS NOT secured.
7. The last payment made on the account was $ 102.00 on 1-24-01.
Under penalties of perjury, I declare that I have read the foregoing, and the facts alleged are true,
to the best of my knowledge and belief. ,1
,cis ,} IJ '
Executed this" :" day, Of-J-~ '~
iJ{ r!L~ (;d~ .e
NICOLE FRESE MBNA An1erica
, 2001
Claimant
State Of Delaware, County of Kent
IN WITNESS WHEREOF, I have set my hand and notarial seal this
~-r~dayof Ilv~.O
(J ;
, 2001
DAWN M PEUGH
NOTARY PUBLIC
STATE OF DELAWARE
MY COMMISSION EXPIRES ON 12112/02
\~\\
My Commission Expires: \ ~:::-:L\ : ~
" I (: .' '. } I ?) L
\,,,_Y---lJCtLv '( 1 ! I i I J-bJ -: )
Notary Pubgt
, ,~
\-'J(/
~
;1 ~- c::L/~) - /
BURfAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
N A PATTERSON ESQ
1185 BOILING SPGS RD
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUN:TY
ACN
04-15-2002
TRIESH
02-09-2001
21 01-0174
CUMBERLAND
101
REV-1547 EX AFP (DI-D2>
MARILYN
A
Amount Remitted
i, j,
t -',. .
, ,Jf..
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 i-v = iStrj-Ex--AFP--("oi-:o21--NoTicE--oF-INHEFfiTAN-cE-TA;C-A-PPRA-isEi'-ENT~--Aii.-oWAi'-CE-CrR----------- - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TRIESH MARILYN A FILE NO. 21 01-0174 ACN 101 DATE 04-15-2002
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
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:
.00 X 00 = .00
.00 X 045 = .00
204,232.79 X 12 = 24,507.95
3,,000.00 X 15 = 450.00
(19)= 24,,957.95
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)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
93,500.00
.00
.00
.00
18,434.79
.00
133,475.11
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. 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
(9)
(10)
24,,734.35
13.442.76
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
245,409.90
38.177 11
207,232.79
.00
207,,232.79
t"AYM~NI t(~l;~~t"1 (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-21-2001 CDOO0549 42.05- 25,,000.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-22-2001 TOTAL TAX CREDIT 24,,957.95
BALANCE OF TAX DUE .00
INTEREST AND PEN. 31.93
TOTAL DUE 31.93
* 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.)
REV-1470 EX \~-88)
~ '* INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Triesh, Marilyn A. 2101-0174
REVIEWED BY ACN
Daniel Heck 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Changed tax rate from 12 percent to 15 percent since a sister-in-law is a collateral
beneficiary.
ROW
Page 1
I
I
L
ALISA M SHIN ESQ
DUANE ETAl
1 LIBERTV PL
PHILA PA 19103
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-75' EX ~FP t 12-00>
01-14-2002
CALLAHAN
01-24-2000
99 01-0174
NON-RESIDENT
202
FRANCIS J
Amount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTE: To insure proper credit to your account, submit the upper portion of this forll with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES --
Rifv=7jEr-Ex--AFP--[i2~-OO)-----iEi-N(fficE--oF--nETE-RMliiATIO-N-AN-n-As-sESS;MENT-----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE OF CALLAHAN
FRANCIS
J FILE NO.99 01-0174
ACN 202
DATE 01-14-2002
ESTATE TAX DETERMINATION
,..... ~
'.. 01 'io.. '"
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1. Credit For State Death Taxes as Verified
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
L.
::;:r.:..~
Z
.......
.;::..
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
:_~
N
4. Total Inheritance Tax Assessed
.00
5. Pennsylvania Estate Tax Due
.00
6. Amount of Pennsylvania Estate Tax Previously Assessed
Based on Federal Estate Tax Return
.00
7. Additional Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT 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 THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" lCR), YOU MAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
/'/ -- /' '
'< e~ -Cy/- --/
\! BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRIS8URG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-1607 EX AFP (01-02l
N A PATTERSON ESQ
1185 BOILING SPGS RD
MECHANICSBURG PA 17055
--\1
~) i
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-28-2002
TRIESH
02-09-2001
21 01-0174
CUMBERLAND
101
MARILYN
A
Amount Remitted
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~ submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV = i6"ifj-EX-AFP--fo1-:02Y----- -...--INifERi'i"-ANcE"-TAx-sTA-fEME-N"T-crF-Accouiff--.-i.---- ----------- - - - - --
ESTATE OF TRIESH MARILYN A FILE NO.21 01-0174 ACN 101 DATE 05-28-2002
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: 04-15-2002
PRINCIPAL TAX DUE: .........................
24,957.95
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-21-2001 CDOO0549 42.05- 25~000.00
04-22-2002 CD001100 31.93- 31.93
TOTAL TAX CREDIT 24~957.95
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE~ SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $l~
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX( 11-96l
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N.A. PATTERSON
1185 BOILING SPRINGS ROAD
MECHANICSBURG, PA 17055
n.__n_ fold
ESTATE INFORMATION: SSN: 200-24-0186
FILE NUMBER: 21 - 2001 - 01 74
DECEDENT NAME: TRIESH MARILYN A
DATE OF PAYMENT: 11/21/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 02/09/2001
NO. CD 000549
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $25,000.00
I
I
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I
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I
I
TOTAL AMOUNT PAID:
$25,000.00
REMARKS: N.A.PATTERSON
CHECK# 25330
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HARRISBURG, PA 17128-0601
REV-1162 EX( 11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
PATTERSON N. A.
1185 BOILING SPRINGS ROAD
MECHANICSBURG, PA 17055
____h__ fold
ESTATE INFORMATION: SSN: 200-24-0186
FILE NUMBER: 2101-0174
DECEDENT NAME: TRIESH MARILYN A
DATE OF PAYMENT: 04/23/2002
POSTMARK DATE: 04/22/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 02/09/2001
NO. CD 001100
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $31 .93
I
I
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I
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TOTAL AMOUNT PAID:
$31.93
REMARKS: EDRIA WOLF
C/O N A PATTERSON ESQUIRE
CHECK# 880
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: Marilyn A. Triesh
Date of Death:
February 9, 2001
Will No.
Admin. No.
21-01-174
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 No
All releases tram Beneficiaries have anot ~een received.
d. Cop1es of rece1pts, reYeases, ]01nders 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: 2/14/n~
.
)/t;~
SignaLure
N. A. Patterson, Esq.
Name (Please type or print)
1185 Boiling Springs Rd.
Address Mechanicsburg, PA 17055
{717} 258-9052
Te 1. No.
Capacity: Personal Representative
X Counsel for personal
representative
(MAH:rmf/AM3)
REV.1500EX(6-o0j
<L
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
REV-1500
OFFICIAL USE ONLY
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FilE NUMBER
21-01 0174
-- -- -----
INHERITANCE TAX RETURN
RESIDENT DECEDENT
YEAR
NUMBER
COUNTY CODE
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C
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
TRIESH Maril n A.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
February 9, 2001 January 23, 1932
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
200 - 24
- 0186
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
~ 1. Original Return
o 4. Limited Estate
[R] 6. Decedent Died Testate (Alt3ch copy of Will)
o 9. Litigation Proceeds Received
o 3. Remainder Return (date or death prior to 12.13-82)
o 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. g113(A) (At\ach5chO)
D 2. Supplemental Return
D 4a. Future Interest Compromise (date oldealh alter 12-12-82)
o 7. Decedent Ma'lntained a Living Trust (Alt3chcopyofTr~sl)
D 10. Spousal Poverty Credit (dateo/death between 12.31-91 and 1-1-95)
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NAME
COMPLETE MAILING ADDRESS
1185 Boiling Springs Road
Mechanicsburg, PA 17055
N. A. Patterson Es .
FIRM NAME (If Applicable)
TELEPHONE NUMBER
717-258-9052
~~
~ ~ ~"
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
(1)
(2)
(3)
(4)
(5)
$ 93,500.qe'-
OF L USE ONLY
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4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property {Schedule F)
o Separate Bilting Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
(7)
133,475.11
18,434.79
;J
(6)
(8)
$245.409.90
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Uab'l\ilies, & Uens (Schedule l)
11. Total Deductions (total Lines 9 & 10)
$ 24,734.35
13,442.76
(9)
(10)
38,177.11
$207,232.79
(11)
(12)
(13)
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 (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(14)
$207,232.79
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.O_ (15)
x.O_ (16)
x .12 (17) 24,867.95
x .15 (18)
(19) 24,867.95
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
$207,232.79
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.~
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREET ADDRESS
29 Westfields Drive
GITY l1echanicsbura I STATE PA I liP 17050
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments $::> 0; .000 00
C. Discount
(1)
$ 24,867.95
Total Credits (A + B + C ) (2)
25.000.00
3. InteresVPenalty If applicable
D. Interest
E. Penalty
73.68
TotallnteresVPenalty ( 0 + E ) (3)
4. If Line 21s grealer Ihan Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
73 .68
58.37
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.
(5)
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
No
[]I
[]I
[]I
[]I
1. Did decedent make a transfer and:
a. retain the use Dr income of the property transferred;..........
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? .................... ..............,. .................
Yes
.............0
.........0
o
o
rn
[]I
.........[]l: 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
....0
o
Under penalties of perjury, I declare thaI I have examined this retum, includirlg accompanying scheduffis and statements, and to the best of my knowledge and belief, it is true, correct
and complete.
Declaratioll of preparer other thallthe personal representative is based on all information of which preparer has allY knowledge.
RETURN
DATE
SIGNATURE OF
ADDRESS
10 Rockaway Dr., Camp Hill, PA 17011
SIGNATURE OF PREPARE THER THAN REPRESENTATIVE
DATE
3 I c--
ADDRESS
1185 Boiling Springs Road, ~iechanicsburg, Ph 17055
.!i!U 1111 II IL I.' I~_ _~,Ulilll1ll11.j1~1 _
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. 99116 (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. 99116 (a) (1.1) (i1)].
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 stiff applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2fJOO:
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 stepparentoftha child Is 0% [72 P.S. g9116(a)(1.2)J.
The lax rate imposed on the net value of Iransfars to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value of transfers 10 or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under SectIon 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption,
"V-1502 EX. [12-85} ..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Marilyn A. TRIESH 21-01-0174
(Property iointly-owned with Right of Survivorship must b. disclosed on Schedule F) All real.stat. should be reported at fair mark.t value
which is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neith.r being compelled
to buy or seU, both having reasonable knowledge of the relevant facts.
SCHEDULE A
REAL ESTATE
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
$ 93,500.00
1.
Lot No. 114 located in Siver Spring Township,
Cumberland County, Pennsylvania, as shown on the
Final Subdivision Plan of Westfields Phase #4 as
recorded in Plan Book 60, page 16, in the Office
of the Recorder of Deeds of Cumberland County, on
which a townshouse is erected known as 29 Westfields
Drive, and more particularly described in
Cumberland County Record Book';E35, page 396.
Property was sold on November 21, 2001 for
TOTAL (Also enter on line 1, Recapitulation)
(If more space ;s needed, insert additional sheets of same size.)
$
93,500.00
REV-'~"'.('''( '.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Marilyn A. TRIESH
FILE NUMBER
21-01-0174
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,
5.
6.
11.
20.
DESCRIPTION
M & T Bank, cheCking account #990876
VALUE AT DATE
OF DEATH
3,203.26
$
2.
3.
Assorted pieces of jewelry with an appraised value of
4,145.00
1988 Buick sedan sold for
1,800.00
4.
Alunimum bistro set sold for
25.00
15.00
Cast iron lawn bench sold for
Hand painted open hutch sold for
55.00
7.
Night stand sold for
8.00
8.
VCR sold for
35.00
9.
Snow buddies set sold for
65.00
10.
Net proceeds of sale of household goods, furnishings
and miscellaneous personal property
7,431.34
U. S. Treasury, income tax refund for 2000
166.00
12.
Verizon, refund
3.90
13.
Cash
164.90
14.
Birdbath, planters, and,statue sold for
60.00
15.
Blue Cross/Blue Shield, refund
316.90
16.
Acardia Insurance Co., refund for automobile
20.00
17.
18.
TV Guide, refund on subscription
51.16
Royal/Olivetti, rebate check
10.00
19.
Proration of real estate taxes
559.33
U. S. Treasury, 2001 federal tax rebate
300.00
TOTAL (Also enter on line 5. Recapitulation) $ 18 , 434 . 79
(If more space is needed, insert additional sheets of the same size)
'~"'m'I''''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER. VIVOS TRANSFERS &
MISC. NON.PROBA TE PROPERTY
ESTATE OF
FILE NUMBER
~arilyn A. TRIESH
21-01-0174
This schedule must be completed and filed if the anSwer to any of questions 1 through 4 on the reverse side of the REV~ 1500 COVER SHEET is yes.
ITEM
NUMBER
1.
DESCRIPTION OF PROPERTY
INCLUDETKE NAME OF THE TRANSFEREE, THEIRRELATIONSHIPTODECEDENTANOTHE DATE OF TRANSFER
ATTACHACOPrOl'THEOEEOFORRfALE8TATE.
DATE OF DEATH
VALUE OF ASSET
$81,770.07
%OF
DECD'S
INTEREST
100%
EXCLUSION
IF APPUC,','3I.E'
TAXABLE VALUE
M & T Bank IRA account #3500420022401
$ 81,770.07
accrued interest
5,216.8, 100%
5,216.82
Transferred at death to her sisters,
1/2 to each:
Edria A. Wolfe and Joyce E.
Wyrick
2.
Western -Southern Life Assurance Co.,
annuity
45,000.OC 100%
45,000.00
accrued interest
1,488.22 100%
1,488.22
Transferred at death to designated
beneficiary, her sister, Edria
A. Wolfe
TOTAL (Also enter on line 7, Recapituiation) $
(If more space is needed, insert additional sheets of the same size)
133,475.11
REV.1511EX.+(1.91lr~.
-
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Marilyn A. TRIESH
FILE NUMBER
21-01-0174
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A FUNERAL EXPENSES:
1. Myers Funeral Home $ 7,453.80
2. Gingrich Memorials, date and finish cemetery marker 345.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City Stata Zip
Year(s) Commission Paid:
2. Attorney Fees N. A. Patterson 5,500.00
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees
Register of wilJ.S of Cumberland County 258.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
.
7. Cumberland Law Journal, advertise estate 75.00
8. Patriot-News, advertise estate 200.22
9. Mountz Jewelers, appraise jewelry 400.00
10. Advantage Chern Dry Carpet Cleaners, clean carpets 173.84
II. Silver Spring Township Tax Collector, 2000 county, 1,107.26
township, and school real estate taxes
12. Acordia Insurance Co. , homeowners policy 342.03
"'~"'""-
COMMemWEAl.TH OF PENNSYLVANIA
INHERITANCE TAX RE1URN
RESIDENT DECEDENT
fATE OF
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Marilyn A. TRIESH
FILE NUMBER
21-01-0174
Debts of decedent mu.st be reported on Schedu.le I.
ITEM
lUMBER
DESCRIPTION
AMOUNT
'.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
29.
30.
31.
ADl.\INISTRATIVE COSTS, continued
Duron Paint, paiat and painting supplies for house
$
148.24
Internal Revenue Service, 2000 personal income tax 85.18
Larry Wolfe, help to paint house 100.00
Sandy wolfe, help to paint house 100.00
Jack Wolfe, help to paint house 80.00
Staci Wolfe, help to paint house 80.00
Rob Williams, help to paint house 85.00
Tammi Tezak, help to paint house 85.00
Stephenson's Florist, flowers for house 11.83
Cumberland County Recorder of Deeds, 1% realty transfEr
tax 935.00
Jack Gaughen, realtor's commission 6,545.00
Jack Gaughen, administrative costs in connection with
sale of real estate. 100.00
Tammy Ingraham, clean house 125.00
Linda McBeth, notary fee 8.00
Silver Spring Township Authority, sewer bill 154.55
Reserve for miscellaneous administrative expenses 100.00
United Water Co., final water bill 17.49
PP&L, final electric bill 24.41
A~ordia Insurance Co., final bill for house insurance 94.50
TOTAL (Also enter on line 9, Recapitulation) $ 24, 734 . 35
(If more space is needed, insert additional sheets of the same size)
'''.1512'''.''''''.
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RES\OENT DECEOENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Please Print or Type
fiLE NUMBER
21-01-0174
ESTATE OF
Marilyn A. TRIESH
ITEM
NUMBER
DESCRIPTION
AMOUNT
$ 3,120.38
2,799.38
5,370.93
1,012.50
100.00
286.76
173.61
49.09
462.98
37.79
29.34
L
Home Shopping Network, balance on account
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
QVC, balance on account
VISA, balance on account
Washington Mutual Finance Co., balance on account
Andrews & Patel Assoc., medical bill
Bedford Fair, balance on account
Silver Spring Township". Auth., sewer bill
United Water Co., water bill
PP&L, light bill
Verizon, telephone bill
York Waste Disposal, trash bill
TOTAL (Also enter on line 10, Recapitulation)
$ 13,442.76
(If more space is needed, insert additional sheets of same size.)
REV.15\3EX+12.a71
'*
COMMONWEALTH OF P~NNSYLYANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
Marilyn A. TRIESH
filE NUMBER
21-01-0174
ESTATE QF
I1EM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
A. Taxable Bequests:
1.
Joyce E. Wyrick, 428 N. Earl St.,
Shippensburg, PA 17257
sister
$15,000.00, all
jewelry and
personal belongin<
2.
Gladys Triesh, 200 Myrtlewood Dr.,
Apt. Ill, Henrietta, NY 14467
Kimber Shank,5 Audubon Park, Dillsburg brother
PA 17019
sister-in-la" $3,000.00
3.
$1,000.00
4.
Brenda Shank, 209 E. Locust, St.,
l~echanicsburg, PA 17055
sister
$1,000.00
5.
Edria A. Wolfe 10 Rockaway Dr.,
Camp Hill, PA 17011
sister
residue
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental Bequests:
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13" Recapitulation) S
(If more space is needed, insert additional sheets of same size)