HomeMy WebLinkAbout01-0296
Sarah Jane Wingert
Estate of
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
02./- 0/- ,J,.9~
No.
To:
Register of Wills for the
, Deceased. County of Cumher] An d in the
Social SecurityNo. .188-10-0441 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(~: who is/are 18 years of age or older anJthe executri~
in the last will of the above decedent, dated March 7
-aRe -C9Gi,*l(~ ~teg
named
,1' 2000
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumber land County, Pennsylvania, with
h er lastfamil~ or principal residence at ~h~. ~?~d; A AV;n ~? 7 . ,
~?4 Llsburn Rei, r.Am 1. 1 .x~UCrv Cl.L.L.uYL ~.
(list street, number and muncipality)
Decendent, then 91 years of age, died Fe hrw:l ry 1 h ,-1-9 ? 001
& Harrisburg Ho~pirAl
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: None
$ 15~ln1)O
$
$
$
WHEREFORE, petitionert~ respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
theron.
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
!f ())JifJJFfiuL-
<<s".o
3~
"''-
50
~
I::
00
ti'i
Sylvia l~i ngert Funl(
316 East Main Srrppr
Sh;rpm~n~rnum PA 17011
,
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } 88
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 f petitione and that as personal represen-
tative(s) of the above decedent petitionerM will e tr ly d . iter the e tat cco ding to law.
C'-I
0;;'
::s
Cl
-
l::
~
~
Sworn to or affirmed a~subscribed {
bef~re m~"t \~~ -+9~!"'O(
~ ~- ~.6.JV - ""-
Register
- Oil 5\3
Ie
No.
21-01-296
Estate of
Sarah Jane Wingert
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW MARCH 19th ~001 ,in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
lT IS DECREED that the instrument'" dated MARCH 7th, 2000
described therein be admitted to probate and filed of record as the last will of
SARAH JANE WINGERT
and Letters TESTAMENTARY
are hereby granted to SYLVIA WINGERT FUNK
7)J~t? ~ ,YMI t1 U. ~~A~ 1J~...~
egister of Wills
FEES
Probate, Letters, Etc. ......... $ 305.00
Short Certificates( l(). . . . . . . . .. $ :1 O. 00
~EXTRA.PGS..6... $ 18.00
JCP $ 5.00
TOTAL _ $ 358.00
Filed .~RPJ. i9.,. .Z9P.1. . . . . . .. . . . . . . . .. .
A DORNEY (Sup. Ct. 1.0. No.)
2303 Market Street
ADDRESS Camp Hill, PA 17011
232-8731
PHONE
i"-
-..-
;____i
MAILED LETTERS TO ATTORNEY MARCH 19, 2001
WARNING: IT IS ILLEGAL TO ALTER THIS COpy OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
':0 V'MONWf' AL.TH OF PENNSYLVANIA
DIYAiHMENT ur HEALTH VITAL RECORDS
1.0::.1,1. ;:EGISTBAFl'S CERTIFICATION OF DEATH
CERT. NO. T 4 7 90622
A,;.,~'~_ ~ '1H70F'p;;~,',___
~.\'. ~.\/\_----.----~/',f~-
<l~'/ ~~\.
d-~~/ !I'~~ \~\
~'~i . ,~' "'~~
% 3\ ',-,i!~". ,'~~
~, \- , ."
(l< * \h~r1 * ~
-~ _i"~,,
~ ;,o.~ ",
~ ..q ?'-'" -<~~.'r ,"~I
';-,'/, 1 t. "N' 'T'- n(. "" ,IV
"<:?;./~t U',~
~~!!!.!!.!.!f.!.!.!!-
~. Iq,~ol
Date 01 Issue of This Certification
Name of Decedent - - - of~-8-t~ ~ ~~
sex_~ocial Security No. I If - Ie tJ'I-'f1 Dafe of Death 14/;. I" I ":4J1fJ1
~~/t(l) 9 Birthplace 9fJ ~. "f?-A
& . '
:1::: of Dea. - : ~a:ion ~med Forc::~";~'~~~' penns;n;a
.-.. J: j . -, (J Deceden~d ~'. ..b~ ' , LJJ ~:.., /. IJ ~ ~ ~L'1 I? II
Marital Status - ~ Mailing A~dra'ss 1..44~ fCe,(, . I ~ I rh (f)
~:~;~~td Ad~ ~ · ~~. I L.F~:a~ D.irector ",01 \ ~~'11 17: ~
Funeral Establi 7; f't::j: I(...A"'VV' ~ rl
Date of Birth
Part I:
tm::)7;oUs;r~
/t/AA .L.~ j~
(b)__:.::-_~_~~
(c) _'_________'
Interval Between
Onset and Death
Part II:
(d)_____
Other Significant Conditions
....
I
----,
I
I
-----L
Manner of Death
Natural rJ[ Homicide 0
Accident [J Pending Investigation 0
Suicide Could not be Determined 0
Name and Title of Certfier ~..uJ..., x?.y ~ I ~ . ~
Address _ _ __~~ I '-f?A 17/0 I
Describe how injury occurred:
(M.D., D.O., Coroner, ME)
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 filin '
~~-F~~~;~j0TT;":ii:-;1~li~,\ra ----~
$.:L2~__
:$ '51r,,1",0
M.19 :lAJ~/
I
LAST WILL AND TESTAMENT
OF
SARAH JANE WINGERT
I, Sarah Jane Wingert, of Mechanicsburg, Cumberland County,
Pennsylvania, being of sOFnd. and disposing mind, memory and
understanding, do hereby make, publish and declare this as and
for my Last Will and Testament, hereby revoking all other Wills
and Codicils heretofore made by me.
1
FIRST
I direct the payment of my just debts and expenses of my
ast illness and funeral from my estate as soon after my death
as conveniently may be done.
SECOND
I give all of my articles of personal or household use,
'ncluding any motor vehicles owned by me at the time of my
death, together with all pOlicies of insurance on the same, to
my daughter, Sylvia J. Funk, my grandson, Michael M. Funk, and
SAID IS,
SHUFF &
MASLAND
AlTORNEYSoAToUW
26 W. High Street
Carlisle, P A
my granddaughter, Gretchen A. Leslie, or to the survivors or
survivor of them, if one or more be deceased, as the case may
be, to be distributed among them, as they may agree or, in the
absence of agreement, as the case m ay be, to be distributed
among them, as they may agree or, in the absence of agreement,
as my Personal Representative shall deem appropriate.
THIRD
I give and bequeath to the following the pecuniary legacies
indicated:
(A) To the Evangelical Lutheran Church, Waynesboro,
Pennsylvania, or its successor, the sum of Five
Thousand ($5,000.00) Dollars, in memory of me and my
late husband, Edwin M. Wingert;
(B) To the Waynesboro Hospital Auxiliary, or its
successor, the sum of Two Thousand Five Hundred
($2,500.00) Dollars; and
(C) To the Easter Seal Society for Crippled Children and
Adults of Franklin County, Inc., or its successor, the
sum of Two Thousand Five Hundred ($2,500.00) Dollars,
for use in the Waynesboro area.
FOURTH
~ I give, devise and bequeath all the rest, residue and
\~ remainder of my estate of whatsoever nature and wheresoever
situate, as follows:
SAIDIS,
SHUFF &
MASLAND
ATIORNEYSoAToLAW
26 W. High Street
Carlisle, P A
(A) Forty percent (40%) thereof to my daughter, Sylvia J.
Funk, or in equal shares to the natural children of my
said daughter (not including adopted children or
stepchildren or their issue) living at the time of my
death, should my said daughter fail to survive me and
does not have any natural children, who survive me,
SAIDIS,
SHUFF &
MASLAND
AlTORNEYSoAToLAW
26 W. High Street
Carlisle, PA
then this forty percent (40%) share shall be added to
the share for my great-grandchildren, who survive me;
(B) Twenty-five percent (25%) thereof to my grandson,
Michael M. Funk, or in equal shares to the natural
children of my said grandson (not including adopted
children or stepchildren or their issue) living at the
time of my death, should my said grandson fail to
survive me. In the event my said grandson fails to
survive me, then this twenty-five percent (25%) share
shall be added to the share for my daughter, Sylvia J.
Funk;
(C) Twenty-five percent (25%) thereof to my granddaughter,
Gretchen A. Leslie, or in equal shares to the natural
children of my said granddaughter (not including
adopted children or stepchildren or their issue)
living at the time of my death, should my said
granddaughter fail to survive me. In the event my
said granddaughter fails to survive me and does not
have any natural children, who survive me, then this
twenty-five percent (25%) share shall be added to the
share for my daughter, Sylvia J. Funk; and
(D) The remaining ten percent (10%) thereof, in equal
shares, to those great grandchildren of mine, who
survive me. In the event there are no great-
grandchildren of mine, who survive me, then this ten
percent (10%) share shall be added to the share for my
daughter, Sylvia J. Funk.
FIFTH
I direct that any and all inheritance, estate, and transfer
taxes imposed upon my estate passing under this will or
otherwise shall be paid out of the principal of my residuary
estate.
SIXTH
In addition to the powers conferred by law, I authorize any
ersonal representative acting under this instrument, in
absolute discretion:
A. To retain in the form received, or to sell either
at public or private sale any real or personal property;
B. To exercise any options to subscribe for stocks,
bonds, or other investments;
C. To join in any plan of lease, mortgage,
consolidation, exchange, reorganization or foreclosure of
any corporation in which my estate or any trust may hold
stocks, bonds or other securities;
SAIDIS,
SHUFF &
MASLAND
A1TORNEVSoAToLAW
26 W. High Street
Carlisle, PA
D. To sell, transfer, convey, mortgage, pledge, lease
or exchange any property, real or personal, which at any
time may form part of my estate, for the payment of debts
or taxes, or for any purpose of administration or
distribution, for such prices and upon such terms as my
personal representative, in his/her/their sole discretion,
may deem wise, and to execute and deliver deeds of
conveyance or transfer thereof;
E. To make settlements and compromises on such terms
as my personal representative in his/her/their sole
discretion may deem wise without the necessity of
obtaining any court approval thereof;
F. To make distribution hereunder either in cash or
kind, as my personal representative in his/her/their
discretion may deem wise.
SEVENTH
I do hereby nominate, constitute and appoint Sylvia Wingert
Funk, to act as Executrix of this my Last Will and Testament.
Provided, however, that if she is unwilling or unable to act as
I direct the duties of Executor/trix be performed by
Funk and Gretchen A. Leslie as Co-Executors.
EIGHTH
I direct that no personal representative, guardian, trustee
or other fiduciary appointed under this instrument shall be
required to give bond for the faithful performance of their
SAIDIS,
SHUFF &
MASLAND
ATroRNEYSoAToLAW
26 W. High Street
Carlisle, P A
duties in any jurisdiction.
IN WITNESS WHEREOF, I, Sarah Jane Wingert, have hereunto
set my hand and seal to this my Last Will and Testament,
consisting of six (6) typewritten pages, the first five (5) of
SAID IS,
SHUFF &
MASLAND
ATTORNEYS-AT-LAW
26 W. High Street
Carlisle. PA
'.
',_ I
which bear my signature in the margin for identification, this -r
day Of U~~ ,2000.
& MAlil;~ V~7ed
Sarah Jane ingert
Signed, sealed, published and declared by the above-named
Sarah Jane Wingert, Testatrix, as and for her Last Will and
Testament in the presence of us, who have hereunto subscribed
our names at her request as witnesses thereto, in the presence
?~X and
Robert C. Saidis
of each other.
2.0 CAJ
J..f, · /I
\t-
~
C~L-Lc:: t.
/~
SAIDIS,
SHUFF &
MAS LAND
A1TORNEVSoAToLAW
26 W. High Street
Carlisle. P A
..
COMMONWEALTH OF PENNSYLVANIA
SSo
COUNTY OF CUMBERLAND
We, Sarah Jane Wingert,
Robert c. Saidis
and
Cheryl R. Garman Testatrix and witnesses, respectively
whose names are signed to the foregoing or attached instrument,
being first duly sworn, do hereby declare to the undersigned
authority that the Testatrix signed and executed the instrument
as her Last Will and Testament and that she signed willingly and
that she executed as her free and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the
presence and hearing of the Testatrix signed the will as
witnesses and that to the best of their knowledge the Testatrix
was at the time eighteen (18) or more years of age, of sound
mind and under no constraint
Witness
Subscribed, sworn to and acknowledged before me by Sarah
Jane Winger, the Testatrix, and subscribed to and sworn or
affirmed to before me by
Robert C. Saidis
and
Cheryl R. Garman
, witnesses, this
71-11
day of
March
2000.~~---/~
Notary puN
NOrARW.8&AL.
IWD L LINICIR, NOrM\' fIt&IC
CMI.aE lOAD, CUllEl.MDOOUNTY
tit "'Q1I_ClN BPlIIE8 FEBRlJNtV 20. 200f
~
---
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Sarah J. Wingert
Date of Death: February 16, 2001
Will No.
Admin. No. 21-01-296
To the
Register:
Mary C. Lewis, Register of Wills
Cumberland County
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules
was served on or mailed to the following beneficiaries of the above-captioned estate on
Name
Evangelical Lutheran Church
Address
43 S. Church Street, Waynesboro, P A 17268
Waynesboro Hospital Auxiliary
501 East Main Street, Waynesboro, PA 17268
Easter Seal Society for Crippled
Children and Adults of Franklin County, Inc. 34 Roadside Avenue, Waynesboro, PA 17268
Michael M. Funk
4200 Elmerton Avenue, Harrisburg, PA 17109
Gretchen A. Leslie
2901 Beverly Road, Camp Hill, PA 17011
Lauren Ashley Funk
c/o Michael Matthew Funk 4200 Elmerton A venue, Harrisburg, P A 17109
Cooper MacClay Leslie
c/o Gretchen A. Leslie
2901 Beverly Road, Camp Hill, PA 17011
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
March 21, 2001
Signature
s:~~
Name Richard E. Connell, Esq.
Address 2302 Market Street
Camp Hill, PA 17011
Telephone (717)
232-8731
Capacity:
Personal Representative
x
Counsel for personal representative
~
iD . "," ""
c:> .\
s '\ ,,: .
x '.
UJ "\.~ ""
C\J . .\~ ~:)
to , ~~\
0 0 ......;\.
>- 0 r;). u "'\ 'N.
UJ
a: <t ';~ \..-j
M !:' f'- ". ,~
I- ("fJ [1) "~
Lt) z
~ In tn ~
LO 0
~ (1) f''J
<..D <( ot-i --< U)
(1) I.fl I.fl _J
~ _J
<(
<X; ~ ~ "
0 ". 1
0 .~~ -~ I
0 C( 1
z I- ~ W
a]..Ja: Cl. (""~u I- 1
0 tn
z~a:LlJ I-
u(J)I-(O z '.' >- >- ,.. I
>< <((J)z~ ~ (0 t'r i!l I
c:( LlJo~ 0 0<1: W
~ I- i2uz ~ LlJ:E er: I
<(
W c.. <( ..J ~
<( LlJ I
~ - I- U
c:(c:( W 0 LlJ 1
I- a:
-~ 0 (/) I
zUJ .....J
c:(W W .....J 1
>0 a: :s: 1
..Jz LL
>c:( ...J ~ 0 1
UJ
ZW <C a: 1
zO - w 1
wZ 0 .... I-
a. c:( - .;t (/) 1
~ U. J C)
a: 0 1
u. lJ) I W
W 0 0 0 a: ]
::I: .,.... .... I
z .... t
I OJ i=' I
(f)
OJ (D a: 1
0 ..... ~
.... I
r-- z w
<( W .,."-t U1 Z ]
z u; <t I
<( 0 "
> Ul er:: o::r II) I
-'
>- w <r Q.. :1: 0
(f) x 0 I en ~ ~<! 0 I
zw<(
z=>t- CD U Ci 0-- !nO:: ....
wz-, 0 Z )
a.w<( cb .... .... (!) Q cu <((]; .... ..... Cl .....i
Ll.>:J N (( ..... 0:: i= 0 d.(f) 0 0 2 - # I
~ '-'
oWe :i: ::::J I 0 0 <r 0 :L
a:_ <( I
ILl.~ <( 0 .-1 x ~ :2: ...... 1-1- ('U ('U -.J ru U
~oe a. II: -l 0 tJ';l a: 0 aJcr 1-, " IV , W
<( I- 2!: - LL aJ('l) .... ]
wz ~CJ C lu m ..... 0 0 aW w('U W I"o I
!!:w~g~ w Z c: u.. a:n.l wl!) :20 !;to m I--~ U I
z:2:Joa:J > Z 0 er:: z wi fclz >-..... a" E L5' ..J
o6;<(GJ<;Q jjj 0 <t: w a:J..... a..... a: If) ~If) :J an; (J) <( I
~a:~ii::~ ~ LlJ
0 U D.. I I- 3tu ~3 Ll. <( ~U Ll. a: (J) I
OW:JW<( W <( 0 :2 0 <(
II: L z W W I- Z W
uamaI I- W :2 I- (f) => I- ~ I
C/) -' <( <( 0 0 <( LlJ
W u:: z a a. u a a: 1
I
1
1
)
.1
1
I
j
J
I
I
I
1
1
I
1
I
1
I
I
r
!
I
1
r
[
I
I
1
J
I
1
I
J
I
I
J
I
I
I
I
I
I
I
I
J
I
I
I
1
I
I
I
I
r
<D
i q>
x
w
'"
'"
:>
w
II:
ex)
L()
r-
<.0
0;
q-
<(
<(
0
z
><
<( I-
.....
W a..
..... -
<(<( W
-..... 0
zen
c::tW W
>0 a::
...Jz
><( ...J
en
ZW <C
zO -
wZ 0
0.<( -
!::: LL.
a: LL.
W 0
:J:
Z
<l:
Z
<l:
::; en
>- W
(/) X
ZW<l:
Z::>I-
WZ..J
O-W<l:
LL>::>
oWe
oc_
ILL~ <l:
~oe 0-
<l: I- :!!:: -
wz ~CJ
~w~g~
z:2::>ooo
oti:<(~~
~<l:W~OC
""o-a:O-OC
OW::>W<l:
OOlDOI
o
(!)
o
cO
N
t:.:
w
a:
w
I
0
f2
(U
CD
I- -0
z .....
::> tit
0
::2:
<(
I-
ffi...Ja:
o
z::2:a:W
O(J)I-III
<((J)z::2:
Wo::>
~oz
<(
:::i:
o
a:
IL
c
W
>
iii
(.)
w
a: L
~.
()
.,...
!"'li
.....
;"; s
.
~
..
"
o
,<t:
a..
1-'
,.~.,',.,
o
::2:
<(
...J
<(
I-
o
I-
l(
. LU
U ,-
UJ
>" ~
in ::x: l.:J
o (r ill
W :r: rr:
~
W
o
W
a:
'.
co
0
.....
.....
m
()
.....
["
w
0
a:: <I
q: Ll..
::.r CD
u 0
.... .... I.!l
ec:: ..... cr:
:)
-J X' en
-J 0 U)
w CO "'-I
Z cr
z 0 fr_
O ~
u u..
~
....
.j
.j
0
j
0
~....
. i='
(l) (/)
m a:
.,.. ~
z w
lJ) z
U) <r
.....1 i
I
c-- ..<) ,..,.
_<.4
Z l> I- cr.
ru (/) <I 0
'0 <l: ..... .... .,-t,
0 ::::'-LO C:. ,~ 2 (>
i= ,.
<( ; Co CJ <I 0
~ ... I- }.- OJ nJ ...J tu
a: 0 Z ec:: I- "- '. u.: ",
W Z
0 0 0 w ru w.... l.d .,')
W !;(ru I
U- n.! W t!). :2 flJ m I- ~.
Z a: 0 Z >- " 0 '- :[: <l: "
W W <l: W '
00 -1 0 ..... 0- ~ :x:: ..0 :) o fU
W :2 ru LL '3' LL a: >-w LL
I- <l:
<( ::> 0 0 :2 I- 0
I- Z W W I- Z W
W :2 l- (/) ::> I-
CI) ..J <l: <l: 0 0 <l:
W u: Z 0 0- 0 0
...J
...J
W
Z
Z
o
u
lj.,l
cr
1-,
:J
13
UJ
W
\--
C:: 3:
W
(!)C!rrJ
zec::....
H<!O
31:....
U
<r .... .~
..... ec:: ~
> u
...JOW
::J ',- I
1,,.1') U U
...J
(J) <(
~ W
a: (J)
<(
::2:
W
a:
I
I
I
I
I
I
(/)1
-..II
-..II
~I
01
((I
~I
(/)1
fE,
0:1
I
I
I
I
I
I
I
I
I
I
I
I
I
r
I
I
I
I
I
I
I
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
IL/) -d-I 'i-3
BUREAU 'OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISE"ENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESS"ENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-06-2001
WINGERT
02-16-2001
21 01-0296
CUMBERLAND
101
RICHARD E CONNELL
BALL ET AL
2303 MARKET ST
CAMP HILL PA i7011
Allount Rellitted
~~*
REV-1547 EX AFP 112-11)
SARAH
J
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 ~
REY=is4j-ix-AFP-fi"2-=oOY-NOTici--OF-YtiHiifiTANCE-TAirAPPRAisiMEtrT~--Ai:.l-owANcE-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WINGERT SARAH J FILE NO. 21 01-0296 ACN 101 DATE 08-06-2001
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/"isc. 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
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
lS. Amount of Line 14 at Spousal rate US)
16. A.ount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. ABOUnt of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX S.
PA M
DATE
05-02-2001
06-21-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
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
NOTE:
C +)
INTEREST/PEN PAID (-)
712.47
.00
C
NUMBER
AA496551
AA496758
CHANGED
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
268.414.90
.00
.00
83.343.19
.00
.00
(8)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this form with your
tax pay_nt.
351, 758.09
24.740 48
327,017 .61
10,000.00
317,017.61
00 =
045 =
12 =
15 =
.00
14,265.79
.00
.00
14,265.79
(9)
UO)
24,740.48
.00
(9)=
14,265.79
.00
.00
.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 "CREDIr' (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.)
Ul)
(2)
(13)
(4)
.00 X
317,017.61 X
.00 X
.00 X
AMOUNT PAID
13,537.00
16.32
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
..
~
0(
uJL.
,
STATUS REPORT UNDER RULE 6.12
Name of Decedent: S'If RA-t+ J"tN e WI kJ&Q..KI
Date of Death: c1/lfo/O!
Will No. d. O()/ - {)O;< tj 6 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 w~ther administration of the estate is complete:
Yes t/ 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 reDr~entative file a final
account with the Court? Yes No VT-~
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 atta 0 this report.
~
Date:
111(;;'-./0.3
Signature
;?/c/MRO t:. GIV)JIELL
Name (Please type or print)
d j 03 7lJdA kef"i/- .
Addres(k-~t1 NI/I) ~q ) 7011
( 7//) dSd-B73/
Te 1. No.
Capacity:
___p~onal Representative
~ounsel for personal
representative
(MAH:rmf/AM3)
Cumberland County - Register Of wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 1/06/2003
SYLVIA WINGERT FUNK
316 EAST MAIN STREET
SHIREMANSTOWN, PA 17011
RE: Estate of WINGERT SARAH JANE
File Number: 2001-00296
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: 2/16/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
cc: V File
Counsel
Judge
LAw OFFICES
BALL, MURREN & CONNELL
2303 MARKET STREET
CAMP HILL, PENNSYLVANIA 17011
PHIUP J. MURREN
RICHARD E. CONNELL
MAURA K. QUINLAN
TERESA R. McCORMACK
THOMAS A. CAPPER
(717) 232-8731
FACSIMILE (717) 232-2142
WILLIAM BENTLEY BALL
(1918-1"99)
MAILING ADDRESS:
P.O. BOX 1108
IiARRIsBURG, PENNSYLVANIA 17108-1108
June 21,2001
Ms. Mary C. Lewis
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re: Estate of Sarah Jane Wingert
File No. 21-01-0296
Our File No. 2485
Dear Ms. Lewis:
Enclosed please find, in duplicate, the Inheritance Tax Return for Sarah Jane
Wingert, deceased, along with a check payable to the Register of Wills, Agent, in the
amount of $16.32, representing the balance of tax due as recorded on the tax
payments and credits section of the Inheritance Tax Return (REV-1500 EX).
Attached to the Inheritance Tax Return is a copy of the decedent's Will.
We have enclosed a copy of the first page of the Inheritance Tax Return,
along with a self-addressed pre-paid envelope. Please time stamp the copy and
return it to us.
Richard E. Connell
REC/jjt
Enclosures
cc: Mrs. Sylvia Wingert Funk
01 ~W...l~ co
en gC)<i:Ci ~
C"')N:o:t,:i:1'- N
.~t--: ~ N
"l'""NUlUl<(~~
~ZO~a.. ' 0
::Jl1....I--.i g
-,~<.?=~~
~I to
@i~ Ula.. 0
I~~ ~5~
CO 'm
1;) 'lE
-
~
~~
~~~
:i:
<(
~
Ul
..
....I
-
c
:IE
en
en
::3
u
I-
en
a:
-
u..
"
..
co
o
U'J
...I
...I
~
LL.
o
OC
W
I-
U'J
~
W
OC (")
>- ~
I- (")
zOM
::lU'J~
U'Jowo
_uU'J1'-
sQ::l~
Wzo<{
...J<{J:ll.
>-...JI-w
OCOCoc...l
<{w:::lU'J
::!:IXlO::::i
U'J3u~
::!:u~u
...I
u:j ro
Z 0
Z ~
o ,....
u
"" <(
Z a..
WCOl:)
a:: o a::
0:::::::>
::J III
~ x"Ul
...loa:
..Jill a::
<(0<(
ala.. I
r
~
~
~
o
~~co~
E ; ~
o Z ~ ~
~ ~ lli rJJ
d ~
j 0:8:
~ r5
. ~
~ I
~ ~
00
~
,..;
I
00
o
,..;
t-o
,..;
w
U)
::l
o
J:
f-
a:
::l
o
U
~ g
U)ZOr:'
..J::lU)C"'l
..JO ..-
..J~u~R
>-u.Cl::l"-
-= ffiozo<C
= J: a: ::s J: Q.,
:: u~wa:a:f-~
= zU)al U)
_ t:-"",,::l-
_ ~.:::o..J
-= <(W::lU~
a:u..-u.
I.
"
r
00
QI ~w::!;: ~
~ 8~<g ~
C")N....~~_t-
O. 8lCl)~<(P: 8
>-octO- 8
~ <(0;. .J..i~en
:2(1)~...J . N
;:)....:c ~
@j8 ~~~
Ig.~ ii:<(~
E 0...
CO .
ti) r
~
~
-8
-~
<(
I-
en
~ !
~ ~
o ~
~ ~ e ~
~z~~i
~ ~ r.1
~ Q; ~
~ ~
~ !
J
'"
G
J
"-
f)
\J)
~
-
-
-
-
U)
-l
-l
~
u..
o
a::
w
I-
U)
a
w
a::
M
N
~ 8
ZOM
::>U)...-
OwO
~uU)~
~..~ 5 ~
..J'~ J: 0-
>--ll-W
a::a::a::~
~w::>_
~~oa!
U)::>u~
~u.....u
~
{.IN . '"~~ e~ . 1($1
w
::.cScn
u~~
w~g
:~~
U~m
~
<
c
'.
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
L6-
;;lJ'iY-...3
[FILE NUMBER
21 01
_ C91!.~.lY CO:Q~_ Y~_6R
SOCIAL SECURITY NUMBER
COMMONwejO.,L lH OF PENNS'ILVANIA
DEPARTMENT OF REVENUE
DEPT280001
_ ~RRISaURG,_!,_~_}?128-o6P1
0296
_NUM~E.B
~
w
U
W
Q
-- --
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
, W inger!, Sarah Jane
[;~~ ~:~~~{~M:O:~EARI.-:I ~;~~~~';;~~M:DDYEAR)
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( lAST, FIRST AND MIDDLE INITIAL)
REGISTER OF WILLS
---- --'- ~-- ----
SOCIAL SECURITY NUMBER
188-10-0441
I
\
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
I'~ 1 Original Return
I ~ 4. limited Estate
o -3--R-emairider Return (date 01 damn prior \0-12-11-82)-
o
1
~
8
o 2. Supplemental Retum
o 4a. Future Interest Compromise (date of death after
12-12-82)
6. Decedent Died Testate (Attach copy 0 7. Decedent Maintained a Living Trust (Attach
of Will) copy of Trusl)
I 0 _9 liti9ati~n proceed' Receiyed 0 10 ~f~~.~;';~~e~redit (d""""lh "IW",'_ __0 "--BeCtio"-,otax """er S-='13(A) (AII"h Soh 0)
:...1:!'iIS SECTION MUST BE CO~~LETE~_. _~b~ COR~_E:~~OND~!!~~ ANI? _~9NF'I?~!'(!~AL_~_~_ltolF9~!'o:TI.9N StlC;>.~Q__BE.DIRgC1:~D T(},:
NAME COMPLETE MAiliNG ADDRESS
I Ric11.ard E~Connell.
~IRM NAME (If applicable)
, BalI, Murren & ConnelI
,__
~ElEPHONE NUMBER
I 7171232-8731
5. Federal Estate Tax Return Required
8 Total Number of Safe Deposit Boxes
2303 Market Street
Camp Hill, PA 17011
1. Real Estate (Schedule A)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
None
None
268,414.9,(}
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
None
None
z
o
~
S
~
~
~
;)
w
~
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7, Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
24,740.48
83,343.19
None
(8)
351,758.09
(9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
(11)
24,740.48
12. Net Value of Estate (Line 8 minus Line 11)
(12)
327,017.61
10,000.00
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(13)
(14)
317,017.61
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2)
: 317,017.61 .045 (16)
0 16.Amount of Line 14 taxable at lineal rate x
~
~
~
~ 17.Amount of Line 14 taxable at sibling rate x .12 (17)
~
Q
U
~ 18. Amount of Line 14 taxable at collatera! rate x .15 (18)
19. Tax Due (19)
14,265.79
14,265.79
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
>> BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH <<
---- ---,
Copyright 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
.'
. Decedent's Complete Address:
5TREET ADDRESS
"
824 Lisburn Rd" Apt 227
ClTY
Camp Hill
I STATE PA
IlIP 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
14,265,79
13,537,00
712.47
Total Credits (A + B + C)
(2)
14,249.4 7
3. Interest/Penalty if applicable
D. Interest
E. Penalty
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(3) 0,00
(4)
(5) 16,32
(5A)
(5B) 16.32
Total Interest/Penalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or 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 No
~ II
o 181
o 181
o 181
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
Under penalties of pe~ury, I dedare 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
pr are~~ther than{the person~1 !:8yrese!ltatlve IS based on all mfonnatlon of which preea~! has any knowledge
IG AT ErJfJJlF E N ESPONSIBL Ft@GRETURNADDRESS
()N) L ~1&J1J 316 E Main Street
E OF ERS N R PO SIBLE F R FILING RETURN (XADDRESS Shiremanstown, P A 17011
ff OATE
. ftllq(tdzQO /
Dkrt-
SIG(~~T~~~
ADDRESS
DATE
2303 Market Street
Camp Hill,PA 17011
G,/14/D
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) (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. 99116 (a) (1)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. ~9116 (a) (1.3)J. A sibling-is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
ESTATE OF
"
'*
SCHEDULE B
STOCKS & BONDS
All property jointly~owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
I
COMMONWEAL TI1 OF ?ENNS'l'LVANlA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Wingert, Sarah Jane
American International Goup, Inc.
I
2
I
I
1 Alltel Corporation - Delaware
I Baxter International, Inc.
DESCRIPTION
25 Shares
147 Shares
193 Shares
237 Shares
55 Shares
! Federal National Mortgage Association
. 30 Shares
I
I Federal Home Loan Mortgage Corp.
40 Shares
I UNIT VALUE VALUE AT DATE OF
_I______l____D~ATH__
I 86.671 2,166.75
I I
I
1
1
1
1
I FIl.ENUM-SER-
I 21-01-0296
52.98
86.151
41.17 !
I
43.3751
82.00
66.6051
1
46.795 i
1
43.751
I
114.8451
I
34.469 '
I
94.005
51.125 I
I
1
Tota' of Continuation Schedule(s)
TOTAL (Also enter on line 2, Recapitulation)
_._J._.__
7,788.06
16,626.95
9,757.29
2,385.63
2,460.00
2,664.20
5,147.45
2,625.00
3,445.35
2,757.52
2,820.15
2,556.25
202,433.90
268,414.90
3
4
I
Baker Hughes, Inc.
I
,
5
I E.1. Dupont De Nemours & Co.
6
7
8
, General Electric Co.
9
I Home Depot
10
I
I IBM
I
. Intel Corp.
I
11
12
I Johnson & Johnson
I
I
J P Morgan Chase & Co.
I
i
I
I
13
110 Shares
60 Shares
30 Shares
80 Shares
30 Shares
50 Shares
ESTATE OF
'*
COMMONWEAL T\-IOF PENNSYI.VANIA
INHERITANCE TAX RETURN
RESIDENTDEGEDENT
Wingert, Sarah Jane
SCHEDULE B
STOCKS & BONDS continued
All property jointly~owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
14
Kimberly Clark
1
is Marsh & McLennan Coso
16 1 Pfizer Inc.
17
I
1 SBC Communications
18 ! Schlumberger Ltd.
19
\ Safeway, Inc.
I A T & T Corporation
20
21
1 Tyco International Ltd.
22
1
I Viacom Inc. Class B
I
23
, Worldcom, Inc. GA
I
24 I Wells Fargo & Company
25 Wal-Mart Stores, Inc.
26
I Exxon Mobil Corp.
I
DESCRIPTION
40 Shares
20 Shares
80 Shares
70 Shares
70 Shares
50 Shares
71 Shares
50 Shares
20 Shares
100 Shares
80 Shares
55 Shares
30 Shares
I FILE NUMBER
21 - 01 - 0296
I VALUE AT DATE OF
+ UNIT VALUE J_ DIOA T_~__
69.51 2,780.40
1
1
112.025 2,240.50
44.741 3,579.20
1
473151 3,312.05
I
64.471 4,512.90
53.981 2,699.00
1
216951 1,540.35
1
58.135, 2,906.75
I
52.821 1,056.40
1
15.751 1,575.00
1
5015 ! 4,012.00
52.431 2,883.65
!
83.871 2,5\6.10
1
1
I
Page 2 of Schedule B
ESTATE OF
'*
SCHEDULE B
STOCKS & BONDS continued
CONIMONWE~l TH OF ?ENNS'f\. VANIA
INHERITANCE TAA RETURN
RESIDENT DECEDENT
Wingert, Sarah Jane
All property jointly~owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER j
27 I Worldcom, Inc.
7.875%
DESCRIPTION
5115103 Maturity
28
I The Money Store
, 8.375% 4115104 Maturity
I .
Mernll Lynch & Co.
I 6.00% Noters 2113/03 Maturity
29
30
I Household Finance Corp.
7.2% Notes 7/15/99
31
I
CIT Group, Inc.
7.125% Noters 10115104 Maturity
I Ford Motor Credit
7.5% Noters 3/15/05 Maturity
32
33
I GTE California
! 7.36% 3/15/03 Maturity
I Lehman Bros. Inc. Sr. Sub Step
7.36% 12115103 Maturity
I
Federal Home Loan Bank
! 7.25% 5/15102 Maturity
I Federal Home Loan Bank
! 6.375% 8115106 Maturity
34
35
36
37
I Federal National Mortgage Association
I 6.5% 8/15/04 Maturity
38
! Federated P A Municpallncome Bonds
, Class B
I
I
!
!
I
I
- I _. _
I FILE NUMBER
2 I .01 .0296
UNIT VALUE
,
I VALUE AT DATE OF
DEATH
10,264.20
10,759.80
15,245.55
15,664.20
10,320.20
15,640.35
16,111.50
10,367.30
15,445.35
10,487.50
15,656.25
23,637.80
Page 3 of Schedule B
'*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF f'ENNSY\..VANIA
INHERITANCETAARETURN
RESIOENT DECEDENT
ESTATE OF
Wingert, Sarah Jane
__ J ___
FILE NUMBER
! 21 - 01 - 0296
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
I
DESCRIPTION
VALUE AT DATE OF
DEATH
3,079.34
M & T Bank
Checking Acocunt Number 870099
2 M&TBank
Savings Account Number 15004200039582
3 M & T Bank
CD # 31003910304458
4 M&TBank
CD # 31003910304466
5 M & T Bank
CD # 3100391204152
6 M & T Bank
CD # 31003911204144
7 Allfirst
CD # 8700814054700
8 M & T [nvestment Group
Money Market Fund
9 Cash (from Safe Deposit Box)
6,766.75
20,263.93
20,262.04
20,200.71
6,544.40
6,080.41
106.61
39.00
TOTAL (Also enter on Line 5, Recapitulation)
83,343.19
*'
COMMONWEALTH OF P.ENNSYLVANlA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Wingert, Sarah Jane
Debts of decedent must be reported on Schedule I,
AMOUNT
ITEM
NUMBER I
A. I FUNERAL EXPENSES:
Grove - Bowersox Funeral Horne
SCHEDUlE H
FUNERAL.. EXPENSES &
ADlWNJS1RATlVE COSTS
I
L
\. FILE NUMBER
21 - 0 I - 0296
DESCRIPTION
I ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Sylvia Wingert Funk
Social Security Number(s) I EIN Number of Personal Representative(s):
B.
316 E. Main Street
Street Address
Shiremanstown
City
Y ear( s) Commission paid
State P A
Zip 17011
2.
Attorney's Fees
Ball, Murren & Connell -- Richard E. Connell
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
Probate Fees Cumberland County Register of Wills
Dauphin County Register of Wills
State
Zip
4.
5. Accountant's Fees
6. I Tax Return Preparer's Fees
7.
1
2
3
Other Administrative Costs
Filing of inventory and return
The Sentinel - Costs of Publication
The Cumberland Law Journal - Costs of Publication
Total of Continuation Schedule(s)
i
I
r-
6,604.20
13,550.00
4,000.00
358.00
15.00
15.00
80.87
75.00
42.41
24,740.48
TOTAL (Also enter on line 9, Recapitulation)
*'
Schedule H
Funeral Expenses &
Administrative Costs continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF .
Wmgert, Sarah Jane
4
Ball, Murren & Connell (advanced costs - phone, postage, copying & fax)
5
Reimbursement to Victor Funk for payment on decedent's account
1
I FILE NUMBER
21-01-0296
Page 2 of Schedule H
30.41
12.00
ESTATE OF
NUMBER
I.
II.
*'
SCHEDULE J
BENEFICIARIES
Wingert, Sarah Jane
FILE NUMBER
I 21-01-0296
1
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1SDD COVER SHEET,
AMOUNT OR SHARE
OF ESTATE
1
40%
1
125%
I
I
125%
!
!
5%
I
!5%
5,000.00
2,500.00
2,500.00
COMMONVVEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
RELATIONSHIP TO
I DECEDENT
__-Do...Not.U.sLTnWlle<n-
!
I Daughter
ul
I TAXABLE DISTRIBUTIONS (include outright spousal distributions)
,
, Sylvia J. Funl
! 316 East Main Street
. Shiremanstown, P A 17011
1
1
I grandson
2 I Michael M. Funk
14200 Elmerton Avenue
Harrisburt, P A 17109
I
! Gretchen A. Leslie
2901 Beverly Road
I Camp Hill, PA 17011
4 I Cooper Maclay Leslie
1290 I Beverly Road
CampHill,PA 17011
I
Lauren Ashley Funk
I 4200 Elmerton A venue
I Harrisburg, PAl 71 09
3
! granddaughter
I
I
1 great-grandson
I
!
great-
I granddaughter
\
I
5
!
!
1
IEnter dollar amounts for distributions shown above on lines 15 through 17, as appropriate, on Rev 1500 cover sheet I
I NON-TAXABLE DISTRIBUTIONS:
'rA. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
!
!
1
!
lB. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Evangelical Lutheran Church, Waynesboro, PA
I
2
I Easter Seal Society for Crippled Children and Adults of Franklin County
!
! Waynesboro Hospital Auxiliary
I
!
3
10,000.00