HomeMy WebLinkAbout01-0198
REV-'500EXI6-00l
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
OFFICIAL USE ONLY '7~
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FILE NUMBER
2/-Ll/
COUNTY CSDE YEAr
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
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NUMBER
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
hi Ii' ,,- -05 -l. E f1lfL- S~
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
5'-.;10 - oJ-tXJo /- /.;? - /f'0&
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST. AND MIDDLE INITIAL)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
SOCIAL SECURITY NUMBER
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G:r1. Original Return
D 4. limited Estate
o 6. Decedent Died Testate (Attach copy o/Will)
D 9. litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (date of death after 12-12-82)
D 7. Decedent Maintained a living Trust (Attach copy of Trust)
D 10. Spousal Poverty Credit (daleo/death between 12-31-91 and 1.1.95)
D 3. Remainder Return (dale of death prior to 12-13-82)
D 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Mac/1 Sc/1 OJ
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FIRM NAME (If Applicable)
COMPLETE MAILING ADDRESS
(I1['S MftR'fJli'E:T E W.4RII1I(&SSc'~
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TELEPHONE NUMBER
I 7- 7& /- .R
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
(1)
(2)
(3)
(4)
(5)
OFFICIAL USE ONLY
4. Mortgages & Notes Receivable (Schedule D)
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Adrninistrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
(9)
(10)
d (,.s~ '70
(6)
(7)
(8)
CjcjVf)3
11. Total Deductions (tolal Lines 9 & 10)
(11) ;/(,.5- '10
(12) 7A 2. / J
(13) -
(14) 7A.f. 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)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 141axable at the spousal tax
rate. or transfers under Sec. 9116 (a)(1 .2)
x.O~ (15)
x .orr (16)
x .12 (17)
x .15 (18)
(19)
.301.77
7r2/? /-3
3dl7
16. Amount of Line 14 taxable at lineal rate
17. Amounl of Line 14 taxable at sibling rale
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
STATE
'fJ/I
70S6-
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
,~;;;. 77
Total Credits (A + B + C) (2)
3. InteresUPenalty if applicable
D. Interest
E. Penalty
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.
(5)
(5A)
J~.77
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
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,
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 ofthe property transferred;...... ............................................................. ...... D [j{]
b. retain the right to designate who shall use the property transferred or its income; ........ .................................. D [l{]
c. retain a reversionary interest; or ............................................... . ....................................................................... D [RI
d. receive the promise for life of either payments, benefits or care? ...................................................................... D ~
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .......... .......................................................... ........................................ D IKI
3. Did decedent own an "in trust fo~ or payable upon death bank account or security at his or her death? .............. D CRI
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .......................................... ........................................................ . .................. D ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct
and complete.
Declaration of preparer other than the personal representative is based on atl information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
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ADDRE /J '
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SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE '
DATE
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DATE
ADDRESS
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (i)].
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. ~9116(a)(I.2)J.
The tax rate imposed on the net value of transfers to orlor 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 tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9118(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.
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
LI'f/f'i- S tJAR/l1k"'G" 556'-
FILE NUMBER
,.;;=;- 00/ 9''?
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
If!crLIvD FRom /iseURY ."\f-RVIC:IS'" /1V<c v AFF//_jF'lTE~
1-11-0;
o(ErUJlID FjJbJIJ ';RAi)'~L~R.5 /J,::;.,JIf:i?lY C;:L5UIti-IY - .-.2-/':;~OI
VALUE AT DATE
OF DEATH
C;;;q; ,,",'3
3d c.'()
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
'79v. 03
REV.1511 EX+ (12-99) ~:
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SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
dCO/~ CO /fJ"
EST/l.TE OF
Cl'ltfL s: l!-9If'p?f(CSSC&
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1 / J/ornE
fA ",T/fE rno/{'G rV'o/EtfAL J,;) t/ /0
B. ADMINISTRATIVE COSTS:
1 Personal Representative's Commissions
Name 01 Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State _____ lip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant i7A I{'CUIIf'G: r E /v'1lA'!11,yO:;SSEI-
Street Address -3 ;.3 /1/lv6 VV'OG't::J ))/t'
~ State /1;2_ Zip
City c,) H IIf<3fi 194/" l{)?U,,) / 70 //
Relationship 01 Claimant to Decedent ;)I1UGdTG,if' - IN - L/9 n/
4. Probate Fees ~ c; _ 00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. rEG f;,)HEI{'/ll1A/(.C - Q /~ GO
FOIf FIUA/w //17< /) G 7U;f' JJ
TOTAL (Also enter on line 9, Recapitulation) $ ;?&0~'1C
(If more space is needed, insert additional sheets of the same size)
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
CAlfc
S' I I
VVARI17/"",6.::'-S~L
FILE NUMBER
='!c:t?/-OO/9'P
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not ListTrustee(s) OF ESTATE
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. IYlflI'01U?ET E' Wfli\'mlr'655EL-
? 3 /} -:\
_~/, t-/IUE. /A..{)CD Ut:.
0/4 If.'Emft.u"S -, btt),tJ 1';:; / Jail
j)fiJ6I'/i7:lf- /.v- LA,J
lc1f /3
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of ~A,(L S. j;JfilffY}I)IZ~G'-
also known as
No.
To:
Register of Wills for the
, Deceased. County of C t/ /J16~1f' '-If /V ;0 in the
Social Security No. doF-/f-7r},:(:7 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executtflJ<.
in the last will of the above decedent, dated /02 -;,J ~ - 7/
and codicil(s) dated
21-01-198
named
, 19--2L'-
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C (; = L i) County, Pennsylvania, with
h /.5;. last family or princi~al residence at DC /"/7, 'T/(/ Y V / L L..17 ~ C _
3cJS- WL.~SLE Y../J1i' It;;;:cl//J,1//C-S ~fl,fG >> / 7jS S
) )
(list street, number and muncipality)
./7, 1/. ..,/ ,~+90cJO
Decendent, then ~t-- years of age, died ~2.1./ u ~_
at Bb 1/1111\/ V V I LL f)6C
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death 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
situated as follows:
$ 9'rw. oJ
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters 7bSTlfm~lC/ r /9;(,'1
(testamentary; administration c.La.; administration d.b.n.c.t.a.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEAIJTH OF PENNSYLVANIA 1- ss
COUNTY OF' CIJ/Yl15f'3IfLlUJP J
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 and truly administer the estate according to law.
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I~~~il C. W7j~~T~t-
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s;- H / "::- /J/tI'S IOtJ,V" //1 /70//
affirmed and
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No. 21-01-1998
Estate of
EARL S WARMKESSEL
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW FEBRUARY 21 ~200 1 , 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 December 24. 1991
described therein be admitted to probate and filed of record as the last will of
EARL S WARMKESSEL
TESTAMENTARY
and Letters
are hereby granted to
MARGARET E WARMKESSEL
~ J~
<Y;_'~LU~j&u/jJ/ ~/ory
egister 0 f Wills
/
FEES
JCP
$ 18.00
$ 3.00
$
$ 5.00
TOTAL _ $ 26.00
, . . FEB. . 8.,. .200.1 . . . . . . . . . . . . . . . . .
Probate, Letters, Etc. .........
Short Certificates( )..........
Renunciation ................
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
Filed
! . PHONE
~~~~
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HlO).80S REV 9136
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
......'.....
No.
a..-~R~
Fee for this certificate, $2.00
p
6761203
AUO 2 3 2000
Date
21-01-198
~ Aev. 2187
COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
94
UNDER 1 YEAR
-- Days
SEX
2. male
STATE FILE NUMBER
SOCtAl SECURITY NUMBER
.. 208 _ 18 _ 7890
~()
NAME OF DECEDENT (Fits!. Middle. Lasll
1. Earl S. Warmkessel
YNI.
UNDER 1 DAY
Hours ! WInul_
PL\CE OF DEArH (Ct\edl; ClflPf one i8e iflSlrucllOflS on other SlOe)
HOSPI~
1__0 OOAO
g':"."0
AGE (Las! Birmday)
S.
COUNTY OF OERH
.... Cumberland
OECEDEKT'S USUAl OCCUPRION
(~:o,~~=~~:r
. l1i:al estate salesman llb.
DECEDENT'S WAIliNG ADDRESS (SIr.... CiIy/Town. Slate. r", C_l
325 Wesley Drive
,ll.echanicsburg, PA 17055
FATHER'S NAME (First, Middle, Last)
11. Claude Warmkessel
INFORMANT'S NAME (fYPWPMI)
. Mar aret Warmkessel
WETHOO Of DISPOSITION
_ n C'......ion 0 Romovall,om St.,.O
0t/l0< <SI>o<dYl
SERVICE UCENSEE OR PERSON ACTING AS SUCH
DECEDENT'S
ACTUAl
RESIDENCE
(See instrualOl1l
on olhef side)
Cumberland
I);d
-
liYe in a
township? 17d.O ::::-h=of
MOTHER'S NAME (First. Middle. Maiden Sutname)
11. Cora A. Heckman
INFORMANT'S MAOUNQ ADDRE~\SlI"',<t<v'"-'.]\plo l",C~
313 Pinewood Drlve.~hiremanstown, PA 17011
PlACE Of DISPOSITION. N.... 01 C_otY. Cr.m.tory LOCR1ON. CIIy/bwn. Stale. Zlp ~
or Ochef Ptace
Schuylkill Memorial Park Schuylkill Haven, PA
21c.
MARITAL STATUS. w_
N....... Man,", 'Mdowed.
DNorcod (Speedy)
... widowed
17..IXI....__.. Lower
RACE. A.mencan l1'Idian, Black, White. etc.
(~I
10. white
SURVIVING SPOUSE
tl1 WIfe. gIve maiden name)
17b. Coun
city~
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NAIAE ANI) AOOlIESS OF fAC\llt'(
rthemore FH&CS, Inc., New Cumberland PA 17070
:~e~r211;~-~~~L;(
WAS CASE REFERREO 10 MEOfCAL EXAMINERICOAONeR1 ----rz...---.~
Yea 0 No~
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_~d._~~_..____----o--__ o------..--~---
- -- - ....-- --- ----
MAT.:
-- - -- - - - - -
Other ~ condtIiorw concributlng to de.th, but
not rwuking in the undertying cauM given in PART I.
DUE 10 tOR AS A CONSEOUENCE OF):
\ :
d.
WERE AUTOPSY FINDINGS
~PRlORlO
COMPLETIOH OF CAUSE
Of DEMH?
DUE 10 (OR AS A CONSEOUENCE OF):
DUE 10 (OR AS A CONSEOUENCE OF):
Acctdent
~
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DATE OF INJURY
\Mooth. Qay. Year)
TIME OF INJUAY
INJUAY AT WORK?
DESCRIBE HOW INJURY OCCURRED.
WANNER Of DEATH
YosO
NoD
Suicide
Pending Invesligadon
Could not ~ delermlned
o
o
o ~CE OF INJURY. AI hom.. I.rm, str.... faciOf'!. offic.
buifding. -'C. ISpeclfvl
300.
Yea 0 NoD
Nalural
Homicide
NOli'
M. 30<,
RAA'SSIG~~
....,1_~J.-:Y~J'Z-.-
~/ ~I /.. /1
301.
:::~ATUREAND:T~~~_. .
o LICENSE NUMBEO ~ (, <f V ( l:~5K)Ne~t~l/ufl ~~~
NAME 0 AOORESS OF PERSON WHO COMPLETED CAUSE QF(le.(rH" .
(Item 27) Type 0< Prinl lI'l. s.cLuvL.'1t......
o 3~. Yl( ~~':;nJf /1-1
DATE FILED (Monlh Dav. Yeal)
]Ca- _ '-fo-Z -<.:{ -f~
J 7 0 II
2111. 28b.
ClRTIFIEJt (Check only one)
.CeRTIFYING PHYSICIAN (PhYSICian certlf'J'lfllJ cause 01 dealh when anOUlef phvSIClan has plooouncea Clealh ana corn~led lIero 23i
To the beet 0' my knowlecfge, death oct:urNd due \0 the c.auH(.) and mann.r.. a..ted.. ................
~.
-'RONOUNCING ANO CERTIFYING PHYSK:IAH (PhYSICian both pronOt..rlC1ng aealh and Cet1dylng 10 cause of deattl)
Tp the beet 0' my knowledge, death occurred at the tlm., dat., and place, and due to the cause(.) and manner aa slaled.. .
.MEDICAL EXAMINER/CORONER .
On 'he b..'. o1examlnaUon .ndlor inve.Usalion, in my opinion, d..th occurred at the lime, dat., and ptace, and due to the uuse(a) and
manner....ated....,..."......,...... .......", ..... ..'.,.,...,.. ..... ......,...... ..,..."... .............,., ...
31a.
21-01-198
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIB~G WITNESS
I
I
! '
"" codicil /
(each) a su~~bing witness to the will prese~ed herewith, (each) being duly qualified according to
"', I
law, depose(s) antl,~ay(s) that / present and saw
, /
i
the testat , sign the's~U1e and tta / signed as a witness at the
request of testat_ in h""pr~s ce and (in the presence of each other) (in the presence of the
other subscribing witness( es)).,
Sworn to or affirmed and subscrib (i before
me this day of
19_
(Name)
......,{Address)
Register
(Name)
(Address)
- -'
REGISl'ER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
-.-I!1fi (' (.,. If A e /- E... tv IT A" (7J J( E ~ S e L-
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s~ .apd say(s) that
.::r- It/)') familiar with the signature of Eft/Pt. -S tJ!!iflJ;(CSSEL.,
codici
testatl24-- of (one of the subscribing witnesses to) the will presented herewith and
~~icil
~the signature on the evs in the handwriting of
~
f SELIC-lIE
/'
E. If >f L'~ u.) It f( ()11{ eSSE L
that
to the best of /hY
knowledge and belief.
Sworn to or affirmed and subscribed before
me this 8th day of
\ FEBRUARY / ~ 2001
>:Jh'y~("4"",;$~/ 4wo/
Register
~ ' y / J _ }.,1
~~ Ci>. 4/t:e.on.Jo~
/ (Name) '-;\
...E/3 f},VGWOOP lJ/e.
,-)Ii//f~m/7IJ~~!~:t //7 17~J /
)
(Name)
(Address)
21-01-198
REGISTER OF WILLS OF CLl In ~~A-NJ) COUNTY
OATH OF SUBSCRIBING WITNESS
CAaJ-/e.s e. SAI ~ Ids 7L
codicil
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that fe wa.5 present and saw
E,4-/eL S, /A)1f/(IJJ~cSScL
the testat Dr , sign the same and that he signed as a witness at the
request of testat 0 r in h I!". presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Swom to or afrmn~ and subscribed before
me this / f day of
r~~ .. 3Jn~/
t'-~~_ c:xf iJ~
~,gi6'"
NOTARIAL SEAL ~,.Qi
Linda L. Willis, Notary Public
Borough of Mechanicsburg, County of Cumberland
My Commission Expires Sept. 11, 2003
-~~~:tJ7
(Name) .
" (!/&J"~ Rd, Hlech2nlcs 6U;Q , j/A /1oSr
(/
(Address)
(Name)
(Address)
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS c.
r-~, .
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
familiar with the signature of .
codicil
will
presented ~erewith and
codicil
believes the signature on the will is in the handwriting of
of (one of the subscribing witnesses to) the
testat
that
to the best of
knowledge and belief.
Sworn to or affirmed and subscribed before
me this day of
19
Register
(Name)
(Address)
(Name)
(Address)
LAST WILL AND TESTAMENT OF EARL S. W ARMKESSEL
I, EARL S. W ARMKESSEL, of Lower Allen Township, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish
and declare this my Last Will and Testament, hereby revoking and making void any and all prior
Wills by me at any time heretofore made.
1.
I direct the payment of all my just debts and funeral expenses as soon after my decease as
the same can conveniently be done.
2.
All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and
wheresoever situate, I give, devise and bequeath to my beloved daughter-in-law, Margaret E.
Warmkessel. Should she predecease me, then in equal shares to my two (2) granddaughters,
Karen E. Warmkessel and Lois M. Gaul, wstiqJes.
3.
I nominate, constitute and appoint my daughter-in-law, Margaret E. Warmkessel, to be the
Executrix of this my Last Will and Testament. In the event that she should predecease me or for
any reason be unwilling or unable to act as such Executrix, I nominate, constitute and appoint my
two (2) granddaughters, Karen E. Warmkessel and Lois M. Gaul, to be Co-Executrices in her
place and stead. I further direct that they shall not be required to file bond or other security in the
Office of the Register of Wills for the purpose of administering my Estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this e:l. <f~ day of
~
, A.D. 1991.
."~~--1/L~
(SEAL)
Signed, sealed, published and declared by the above-named EARL S. W ARMKESSEL as
and for his Last Will and Testament, in the presence of us, who at his request and in his presence,
and in the presence of each other, have hereunto subscribed our names as witnesses.
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~
*
BUREAU 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
REV-1547 EX AFP el2-001
DATE
ESTATE OF
DATE OF DEATH
FILE: NUMBER
, \__1
COUNTY
ACN
05-07-2001
WARMKESSEL
08-21-2000
21 01-0198
CUMBERLAND
101
S
MARGARET E WARMKESSEL
313 PINEWOOD DR
SHIREMANSTOWN PA 17011
EARL
Allount Rellitted
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=is4-j-EX-AFP-fi1f':olff-NOTicE--OF-iNHEifiTitNCE-TA)rA-PPRA-isEifiNT~--Ai:.rowitirCE-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WARMKESSEL EARL S FILE NO. 21 01-0198 ACN 101 DATE 05-07-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. 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
U)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
994.03
.00
.00
(8)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
994.03
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/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount 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:
(9)
UO)
265.90
.00
Ul)
(2)
(3)
(4)
?61i 90
728 . 13
.00
728 . 13
14, IS and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
728.13 X 045 =
.00 X 12 =
.00 X 15 =
(9)=
.00
32.77
.00
.00
32.77
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-20-2001 AA478186 .00 32.77
'J
TOTAL TAX CREDIT 32.77
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR), YOU MAY BE DUE
A DI:~IINn ~c=c= DI:UI:Dc::.1: c:::.ynl: n~ TUYc::. c=nDM ~nD Tuc::.TDllrTTnwc::. \
~
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Earl S. Warmkessel
Date of Death:
AUijust 21, 2000
Will No.
P.
r\.
21 01-0198
Ad . N 2001-00198
mm. o.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(aipf th~ O~Qans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on -,arCH U, 2001 :
Nam~
Address
Marparet E. Warmkessel
313 Pinewood Dr., Shiremanstown, FA 17011
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Hay 25, 2001
>:rOdE J: j)a-r,..-'~
Signature
Name Margaret E. Warmkessel
Address
313 Pinev.'ood Dr.
Shiremanstown, Fh 17011
Telephone717) 761-5278
Capacity: ~ Personal Representative
_Counsel for personal representative
/&-dl/-I/
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU 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
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-07-2001
WARMKESSEL
08-21-2000
21 01-0198
CUMBERLAND
101
MARGARET E WARMKESSEL
313 PINEWOOD DR
SHIREMANSTOWN PA 17011
~
REV-lS.7 EX AFP <l2-QQl
EARL
S
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE __ RETAIN LOWER PORTION FOR YOUR RECORDS --
REV::i5'4-i-Ex-AFP--[l"2---ooY-NO,.-icE--oF-INHER-iTAt.fcE-"AX-"A-PPRA-isEMENT-:--AL.rOWAtfCE-O-Ii------------ ----.
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WARMKESSEL EARL S FILE NO. 21 01-0198 ACN 101 DATE 05-07-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
Z. 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)
.00
.00
.00
.00
994~3
.00
i:'il 0
_" (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 Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
265.90
NOTE: To insure pro~
credit to your acco~
submit the upper por
of this form with yo
tax payment.
994.03
76lj qO
728.13
.00
728.13
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of 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
728.13 X 045 = 32.77
.00 X 12 = .00
.00 X 15 = .00
(19)= 32.77
.00
;}1l)
ll2)
(13)
(14)
.
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-20-2001 AA478186 .00 32.77
TOTAL TAX CREDIT 32.77
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
r:no ,......, ,...111 AT,..,."..I ,...... .I...............~..,......I.. ~......~.............
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
* IF PAID AFTER DATE INDICATED, SEE REVERSE
__.... _____ ....- .. ....______.. 1__' ..,.-.. ....."
*'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
BUREAU OF FINANCIAL OPERATIONS
TPL SECTION - CASUALTY UNIT
PO BOX 8486
HARRISBURG, PA 17105
May 31, 2001
lVlRS MARGARET E WARMKESSEL
313 PINEWOOD DRIVE
SHIREMANSTOWN PA 17011
RE: THE ESTATE OF EARL WARMKESSEL
CIS #680 146 808
CO. & RECORD #21-0086757
DATE OF BIRTH: 01/12/1906
DATE OF DEATH: 08/21/2000
S.S. #208-18-7890
Dear Mrs. Warmkessel:
This correspondence is in response to your letter of May 21, 2001.
The Department of Public Welfare will accept your father-in-laws' estate
balance of $695.36 as payment-in-full for its estate lien of $22,582.97. This
is considered to be "@ to the value of the estate".
Please
left of the
payable to:
convenience.
make sure that all bills are paid in full and whatever balance is
$695.36 can be forwarded to our office. Your check can be made
COMMONWEALTH OF PA - DPW. An envelope is provided for your
Sincerely, 1(t;ll1'=':r'.~././/~ )~...~.."/ ,,7.
I ' I,/'''' 'f' .. ~~.p ( /7., ~/ /
/( /~;?;~/ /,/ t:c.c'~?c./~
/\\../;CZ / /~/
'~_....../ / 0'
Elaine L. Andrews
Claims Investigation Agent
(717)-772-6608
(717)-705-8150 Fax
,JrvZ
tLck: 1/7:.3
..#;~ 9.5- J (;
/ v, /
(y/f/() /
ctv
Commonwealth of Pennsylvania
Department of Public Welfare
Estate Recovery Program
PO Box 8486
Harrisburg, PA 17105-9095
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l '~A,( 2 2 2001
i
~ecei~e~
May 21,2001
~
Attention: Elaine L. Andrews, Agent
Re: Estate of Earl S. Wannkessel
Dear Ms. Andrews:
In reference to the above, my father-in-law lived as a patient under the Care Assurance Plan at Bethany
Village. He had no assets. His only income was a check from social security the government sent directly
to the home..
I'm enclosing a copy of the form received from the Bureau of Inlleritance Taxes. His estate balance is
$695.36
Yours truly,
'fn~~ (;. iJ~
J' ~ -~ c:::I'
Mrs. Margaret E. Wannkessel
313 Pinewood Dr.
Shiremanstown, P A 17011
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STATUS REPORT UNDER RULE 6.12
Name of Decedent:
E. A ~ t... S tv! A II fJ1 /1 G ss eo L-
Date of Death: f} uc; .,,(' I. 01 ooCJ
,
Will No. PI) ~ / 01 - 0 I f I
Admin. No. ,::;J 06/ - 00 / / /
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 V 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.
I' "f
~ ,:;: il~->L
Sig a re 0
(J!IlIt'GI9/,'EI L. ~.fiY/I(GSJ;6L.
Name (Please type or print)
3/3 r?/l/i3WtJ()D Urf'.. S~/"'c /!7lt.(/SI7JtV/.)} /;-7
Addres s ' /7()/f
Da te : J U... '/ ,f') ~ Od~
(7/l) )4,/- S::J }~
Tel. No.
Capacity:
/
Personal Representative
Counsel for personal
representative
(MAH:rmf/AM3)
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/03/2002
MARGARET E WARMKESSEL
313 PINEWOOD DRIVE
SHIREMANSTOWN, PA 17011
RE: Estate of WARMKESSEL EARL S
File Number: 2001-00198
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: 8/21/2002
Your prompt attention to this matter will be appreciated.
;\']
Thank Y~u.
Sincerely,
~e.~/P<-~fJ~
MARY C. LEWIS
REGISTER OF WILLS
cc: File
Counsel
Judge
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