HomeMy WebLinkAbout01-0327
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Frieda C. Carpenter
also known as
No.
21-01-327
, Deceased
Social Security No. 304 - 01- 2256
Timothy E. Carpenter
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW:)
[K] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut or
the Decedent, dated 07/19/94 and codicil(s) dated None
named in the last Will of
State relevant circumstances, e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents
offered for probate; was not the victim of a killing and was never adjudicated incompetent:
o B. Grant of Letters of Administration
(c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and
heirs:
Name
Relationshi
Residence
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland
County, Pennsylvania with his/her last family
or principal residence at 100 Mt. Allen Drive, Apt. 2530, Lower Allen Township
(list street, number, and municipality)
Decedent,then~yearsofage,died 03/18 .Q!.,at 100 Mt. Allen Drive, Mechanicsburg, PA
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PAl All personal property
(If not domiciled in PAl Personal property in Pennsylvania
(If not domiciled in PAl Personal property in County
Value of real estate in Pennsylvania
$ 1,300,000.00
$
$
$
situated as follows:
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of
Ie s in the a riate form to the undersi ned:
Si ature
T ed or rinted name and residence
Timothy E. Carpenter
545 E. Siddonsbur Rd., Mechanicsbur , PA
17055
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc.
/ b-c:JcJO --~
Form RW-1 (1991)
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumber land
The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s and that, as personal representative(s) of
the Decedent, Petitioner(s) will well and truly administer the ate ccor . g to law.
Sworn to or affirmed and subscribed
before me this 26t~ay of
MARCH
~ 2001
\
?'Y (/ ~'h<f?{~~.u ;f;J{",,'l
For the R glstei
No.
21-01-327
Estate of Fr i eda C. Carpenter
Deceased
Social Security No: 304-01-2256
Date of Death: 03/18/01
AND NOW,
MARCH 27
,~20Q In consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~ Testamentary D Of Administration
(c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate)
are hereby granted to
Timothy E. Carpenter
in the above estate and that the instrument(s) dated
07/19/94
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Short Certificate(s).
$
15.00
/,,{'l.a./j@..L../ ~~~;,/
Re(ister of Wills . .
,W~
Esquire
Letters. . . . . .
$
865.00
Renunciation.
$
Affidavits (
$
1.0. No:
06298
The Wiley Group
One S. Baltimore St.
Extra Pages (
) .
$
6.00
Address:
Codicil.
$
Dillsburg, FA 17019
JCP Fee.
$
5.00
Telephone:
717/432-9666
Inventory.
$
Other. .
$
TOTAL.
$
891. 00
Form RW-1 (1991)
Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc.
H105.805 REV 9/86
This is to .certifY that t~e. infotm~tion he~e given is correctly copied from an original certificate of cWath duly filed with
Local RegIstrar. The onglOal certIficate WIll be forwarded to the State Vital Records Office for permanent filing.
me as
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
~L~
,
Fee for rhis certificate, $2.00
p
7285794
3 -;J:; -0/
Date
~?JP~
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21-01-327
tuos. 143 A.. 2117
CO'AMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
-,
.
_T
I.ACX INK
NAME t:# oeaOENT "... ....... ..._
I. Frieda C. Carpenter
-(l.-_ _._ _'DIW
-! Doro -!-
. .
: .
SEX
I. Female
ST.CI'lU~
SOCIAL SECURITY NUMeE"
.. 304 - 01 - 2256
DAlE 01' DrRN_ 0.,.'_
~ March 18, 2001
:="'0
.;( ;" Cumberland
100 Mt. Allen Drive
... Mechanicsburg, PA 17055
_S_tF"'_.lIOll
, Frank Verhoster
~S_(T_
Timothy E. Carpenter
IIl!1lClO OF
_0 =~~o~b=t--o
''''.
Cumberland
,...0 :... -:::.:::'..
MOTHER'S NAME ,'II.. MIcKII. .....Sur,..
,.. Rose (unknown)
...OflMAHrS____~_.Zio~
545 Siddonsburg Road, mechanicsbur , PA 17055
PI.AClEOI'OIIPOIITlON ._..~ ~ LOCR1ON.~ "".Zioc:..
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Riverview Cemetery
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21-01-327
IDas! IIill nun QI-esbtm.ent
OF
FRIEDA C. CARPENTER
BE IT REMEMBERED, that I, FRIEDA C. CARPENTER, of
806 Tuscoroh, Messiah Village, Mechanicsburg, Cumberland
County, Pennsylvania, being of sound mind, memory and
understanding, do make, publish and declare this as and
for my Last will and Testament, hereby revoking and
making null and void any and all wills and Testaments and
writings in the nature thereof by me at any time
heretofore made.
ITEM 1: I direct that all my just debts and funeral
expenses be paid as soon after my demise as may be
convenient.
ITEM 2: All the rest, residue and remainder of my
estate, of whatsoever nature and wheresoever situate,
whether it be real, personal or mixed, including property
over which I have a power of appointment, I give, devise
and bequeath unto my son, TIMOTHY E. CARPENTER,
absolutely, provided he survives me for a period of
thirty (30) days.
ITEM 3: Should my son, TIMOTHY E. CARPENTER, fail
to survive me for a period of thirty (30) days, or should
we die simultaneously, I then give, devise and bequeath
my entire residuary estate unto MY GRANDCHILDREN, in
equal shares, per capita.
ITEM 4: I direct my hereinafter named Executor to
pay all inheritance, estate, succession and legacy taxes
ot;-~ IJ~ (g. ....~ (SEAL)
FRIEDA C. CARPENTER
-1-
of whatsoever nature and kind, to which my estate or the
transfer of any property passing hereunder or otherwise
passing by reason of my demise, may be subject and to
charge such taxes against my residuary estate, it being
my intention that none of the aforesaid taxes, either
federal or state, on any property required to be included
in my gross estate, under the provisions of any state or
federal law now in force or hereafter enacted, shall be
prorated among the persons interested in my estate to
whom such property is or may be transferred or to whom
any benefit accrues.
ITEM 5: I appoint my son, TIMOTHY E. CARPENTER, as
Executor of this my Last will and Testament. Should my
son predecease me, fail to qualify, cease to act or
renounce probate, I then appoint MELLON BANK, N.A., as
alternate Executor of this my Last Will and Testament.
ITEM 6: I direct that my Executor or his successor
shall not be required to give bond for the faithful
performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal this I q-1l1 day of 9' (.J. f) J ' 1994.
~~.L- ,t ~AJ"~ ^-- (SEAL)
FRIEDA c. C~RPEN~~~
-2-
COMMONWEALTH OF PENNSYLVANIA
.
.
: SS
COUNTY OF YORK
.
.
We, FRIEDA C. CARPENTER, JAN M. WILEY, ESQUIRE and
APRIL L. BROWN, the Testatrix and the witnesses
respectively, whose names are signed to the attached or
foregoing 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 had signed willingly (or willingly
directed another to sign for her), and that she executed
it 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 this Last
Will and Testament as witness and that to the best of
their knowledge the Testatrix was at the time eighteen
(18) years of age or older, of sound mind and under no
constraint or undue influence.
A:~iJ~. ~~~n.,
~n~ V\e--. l ) OJl..-....
~NESS I
~~~~ ' d . -j6'\(/U.)-/1_
Sworn to and subscribed
before me this /t::J-liJ day of
sft:::~' ;A
NOTARY PUBLIC
MY COMMISSION EXPIRES:
~ Notarial Seal
S. Dawn Gladfelter, Notary Public
Carroll Twp., York County
My Commission Expires May 17,1997
Member, Pennsylvania Association of Notaries
~
---
CERTIFICATION OF NOTICE UNDER RULE 5 6 (a)
Name of Decedent: Frieda C. Carpenter
Date of Death: March 18,2001
Estate Number: 21-01-0327
To the Register:
I certifY that notice of beneficial interest required by Rule 5.6 (a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
Aprilll, 2001:
~
Timothy E. Carpenter
Address
545 E. Siddonsburg Rd., Mechanicsburg, P A 17055
Notice has now been given to all persons entitle
reto under Rule 5.6 (a) except'N/A.
Vvt . cJ&,
gnature
Date: April 11, 2001
Name: Ian M. Wiley, Esquire
Address: One S. Baltimore St.
Dillsburg, PA 17019
Telephone: (717) 432-9666
Capacity: Counsel for personal Rep.
June 18,2001
THE WILEY GROUP
Attorneys at La""
Wiley · Lenox · Colgan · Marzzacco . P.c.
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
In Re: Estate of Frieda C. Carpenter
Number 21-01-0327
Dear Register:
Enclosed please find a check from the Estate of Frieda C. Carpenter in the amount of$46,597.50
for prepayment of inheritance tax. This payment is being made on an estimated estate as follows:
$1,090,000.00 @ 4.5% for a total tax of $49,050.00 less the 5% discount of $2,452.50 equals the
payment of $46,597.50.
Please return a receipt to my office in the envelope provided.
Thank you for your assistance.
Sincerely,
(2A - '''1 . LU.J..lui)sdrr
~-~. WILEY, ESQUoof
JMW/sdg
encl.
1 South Baltimore Street · Oillsburg, PA 17019 . Phone: (717) 432-9666 . (800) 682-4250 . Fax: (717) 432-0426
Offices in Harrisburg. York. Carbondale
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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 Cl2-DDl
JOHN S MAY ESQ
MAY 8 METZGER
49 N DUKE ST
LANCASTER
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-13-2001
DOLL
04-03-2000
21 00-0327
CUMBERLAND
101
JEAN
E
Allount Relli tted
PA ~1:7602
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-EX-AFP--fi'2-:o0Y-NC)TiCE--OF-YtiHEiiiTiifci-TAirA-PPRAYSEMENT~--ALi.-owiNCi-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DOll JEAN E FILE NO. 21 00-0327 ACN 101 DATE 08-13-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
NO. 01
.00
.00
.00
.00
2,301.00
.00
.00
(8)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this forll with your
tax paYllent.
2.301. 00
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/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
286.05
.00
Ul)
(12)
(13)
(14)
::'86 05
2.014.95
.00
381.994.06
I~ an assessment was issued previously, lines
re~lect 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. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
06-29-2000
12-13-2000
06-19-2001
NOTE:
14, IS and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
.00 X 06 =
.OOX 00 =
381.994.06 X 15 =
(19)=
.00
.00
.00
57.299.11
57.299.11
RECEIPT
NUMBER
AA425759
AA451586
AA496742
DISCOUNT (+)
INTEREST/PEN PAID (-)
2.437.50
.00
.00
AMOUNT PAID
46.312.50
8.246.87
302.24
BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-20-2001 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
57.299.11
.00
12.47
12.47
~ 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.)
I
December 12, 2001
THE "WILEY GROUP
Attorneys at Lavv
Wiley · Lenox · Colgan · Marzzacco · P.c.
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
In Re: Estate of Frieda C. Carpenter, deceased
File Number 2101/0327
Dear Register:
Enclosed for filing please find an Inventory, the inheritance tax return in duplicate, and the status
report with regard to the above captioned estate. Also enclosed is a check in the amount of
$377.00 representing the balance of the tax due, and a check in the amount of$25.00 representing
the filing fee. I also am enclosing for your records a signed copy of Form 706 - Estate Tax
Return. The original has been forwarded to the IRS.
Please return the recording receipts to my attention in the enclosed envelope.
Thank you for your cooperation.
Sincerely,
iJ ~.
Da:dladfelter/A~
/dg
encl.
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jan M. Wiley · David j. Lenox · Timothy j. Colgan · Christopher j. Marzzacco . Christine j. Taylor
1 South Baltimore Street · Dillsburg, PA 17019 · Phone: (717) 432-9666 · (800) 682-4250 . Fax: (717) 432-0426
Offices in Harrisburg · York · Carbondale
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REV-1'500 EX + (6-00) OFFICIAL USE ONLY
COMMONWEALTH OF PENNSYLVANIA REV-1500
DEPARTMENT OF REVENUE
DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 01 0327
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
ter Frieda c. 304-01-2256
DECE- DATE OF DEATH (MM-DD-YEAR) 1 DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE
DENT
03/18/01 12/27/1905 WITH THE REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
~ 3, Remainder Return
CHECK ~' Original Return ~' Supplemental Return (date of death prior to 12-13-82)
APPRO- 4, Umlted Estate 4a, Future lrlterest Compromise 5, Federal Estate Tax Return Required
~ate of death after 12- 12.-&Zj
PRIATE 8, Decedent Died Testate 7, ecedeot Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach copy of Will) (Attach 8copyofTrus1)
BLOCKS 9, Litigation Proceeds. Received 10, Spousal Poverty Credit (date of death between 011, Election to tax under Sec. 9113(A)
12-31-91 and. 1-1-95) (Attach Sch 0)
itli\!~,~_Q\j!W!ltftllii~\!lW4;1ai~1ll;li!19~.0lt!~FitllffttIAllifA)tl~i!QllMAflpj,j($ijQ~lii;!ti~wqll
NAME COMPLETE MAILING ADDRESS
COR- Jan M. wilev. Fsauire One s. Baltimore st.
RE- FIRM NAME (If Applicable) Dillsburg , PA 17019
SPON
DENT Wiley. LenOX. Colqan & Marzza=, P.C.
TELEPHONE NUMBER
. 717-432-9666
None OFFICIAL USE ONLY
1, Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2) 1,157,43~ :I1
3, Closely Held Corporation, Partnership or Sole-Proprietorship (:3) d ro
4. Mortgages & Notes Receivable (Schedule 0) (4) NCilI';i ~ ("J
()
Cash, Bank Deposits & Miscellaneous Personal ...' '<
5, ffi c:;>
Property (Schedule E) (5) 102,500~\58 ,
n
6, Jointly Owned Property (Schedule F) " ....
0 Separate Billing Requested (6) None .,.
RECA- C' 4;)
PIT'ULA- 7, Inter-Vivos Transfers & Miscellaneous . .... ()
TION ~,.. 0- .'~
Non-Probate Property (Schedule G or L) (7) 1,083. ::c
8. Total Gross Assets (total Unes 1-7) (8) 1,261,015.92
9, Funeral Expenses & Administrative Costs \S~hedu\e H\(9} 92,460.25
10, Debts of Dl!Iceclent, Mortgage Liabilities, & Liens (Schedule I) (10) 70,177.89
11. Total Deductions (tota\ Lines 9 & 10) (11) 162,638.14
12, Net Value of Estate (Line 8 minus Line 11) (12) 1,098,377.78
13, Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax (13) None
has not been made (Schedule J)
14. Net Value Subject to Tax (Une 12 minus Une 13) (14) 1,098,377.78
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15, AmoLJntof Line 14taxable at the spllusal tax
rate, or trans~efs under Sec. 911Ei ta)(1.2) X ,0 (15)
TAX 16, Amount of Line 14 taxable at lineal rate 1,098,377.78 X ,0 45 (16) 49,427.00
COMPU- 17, Amountof Line 14 taxable at sibling rate 0.00 x.12 (17) 0.00
TATION 18, Amountof Line 14 taxable at collateral rate 0.00 X .15 (18) 0.00
19. Tax Due (19) 49,427.00
20, 0 limlmkij~eiI1YQilAR$R~jj(\$J;!N$~R~NPI;jjjjAjt@~l1A'i(t@~fl
..--......,.-.."'-,...,,.,,'.,.;<':,'-'-.... .....'...--....,.........
lie --;~.8.o-~
.... :::::;"))':;;':;::;':;;::':;;;:':'::~;:::;::':
,;;.,M'ESt;lFt!;T:QAN$WliF\1\!;kQ.W.E$TtpN$qN!'A"'IM~1\N!;tPiEC1'l"A\%M1\l'B%::
.._'.'_."._,..,....-,..w..,....
... ..... .....
o PA15001
NT~ 29755
Copyrigh12000 Greatland/Nelco LP- Forms Softwarll Only
e
:.,..,.:.",..".'.,-,;,~::':,.,
',.:<".;
""";"';':""""""""';';'."':":""::':':""",:".;",
,',":'."-".,:',':':'",(':.....,.,...
Estate of: Frieda C. Carpenter
21-01-0327
SUMMARY OF ALLOCATIONS ro BENEFICIARIES
Taxable at lineal rate
Timothy E. Carpenter
1,098,377.78
PA REv-1500 EX (6-00)
Page 2
Decedent's Complete Address:
STREET ADDRESS
100 Mt. Allen Drive
CITY I STATE I ZIP
Mechani PA 17055
Tax Payments and Credits:
1, Tax Due (Page 1 Une 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
49,427.00
46,597.50
2,452.50
Total Credits (A + B + C)
(2)
49,050.00
3, Interest/Penalty if applicable
D. Interest
E. Penalty
0.00
0.00
Total Interest/Penalty (0 + E)
4, If Una 2 is greater than Una 1 + Una 3, enter the di'fterence. This \s the OVERPAVMENT.
Check box on Page 1 Une 20 to request a refund
5. If Line '1 + Line 3 is greater than Una 2, enter the difference, ThiS IS the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Una 5 ... 5A. This is the BALANCE DUE.
Make Check Payable to: REG,ISTER OF WILLS, AGENT
""""~r~~~~~~W~!'iR~";bEEbwi~~'ti(j~~+i8~~~~'.'~'[k2M~nkN;,i:i;~~~gk~~~~~~,~~~~~~C~~'.
(3) 0.00
(4)
(5) 377.00
(5A) 0.00
(5B) 377.00
.:.:::.,.,,-,:;.
1. Did decedent make a transfer and:
a. retain the use or income 6f 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? ,.....,..",.. . , . , . . . . . . . , . . . .
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 Re1iremen1 Account, annuity, or other non-probate property whIch
contains a beneficiary designation? . . . . , , . . . , . . . . . . . . . . . , . . . . . . , , , , . . . . . , , , . . . . . , . , , . . . . , ,. ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Yes No
~ I
8 ~
2,
o
Under penalties of perjury, I declare that J 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 information of
whic re arer has an knowled e,
SI UR P N D TE
:z If) 01
l)J
Baltimore st,
17019
on on use
[72 p,s, s911S(aj(1.1j{i)],
For dates ",i death on or aiter JJ:lnl,lary 1, 1995. the tax rate is imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S, s 9116 (11.)(1. 1)(ii)J.
The statutI!! nn..q ,.,nt .......mnt a transfer to a surviving spouse from tax, and the statutory rl!!quirements for disclosure of assets and filing a tax return are still applicable
even if
the surviving spouse istheonly beneficiary.
For dates of death on orafterJuly1, 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 adoptivtl parent,
or a stepparent of the child is 0% [72 P.S.s9116(a\(1:Z}1.
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 "oted in 72,P,S. S 9116(1.2) [72 P,S.lii 91 16(a)(1)J.
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. iS11S(a)(1.3}j. A s\bBng \s defined, under Section 9102, as an individual
who has at least one parent in common with the decedent, whether by blood or adoption.
o PA15002
NTF 29756
Copyright 2000 Greatland/Nelco LP - Forms Software Only
Estate of: Frieda C. Carpenter
21-01-0327
'!he following person(s) are signing the return as representative(s) of the estate:
Timothy E. carpenter
545 E. Siddonsburg Rd.
Mechanicsburg, PA 17055
"'"
.
Wets! mill emu ll.eshttneut
OF
FRIEDA C. ClIRPENTER
BE IT REMEMBERED, that I, FRIEDA C. ClIRPENTER, of
806 TuScoroh, M~ssiah.Village, Mechanicsburg, Cumberland
County, Pennsylvania, being of sound mind, memory and
understanding, do make, publish and declare this as and
for my. Last will and Testament, hereby revoking and
making null and void any.and all wills and Testaments and
writings in the nature thereof by me at any time
heretofore made.
ITEM 1: I direct that all my just debts and funeral
expenses be paid as soon after my demise as may be
convenient.
ITEM 2: All the rest, residue and remainder of my
estate, .of whatsoever nature and wheresoever s.ituate,
whether it be real, personal or mixed, including property
over whioh I,have a power of appointment, I give, devise
and bequeath unto my son, TIMOTHY E. ClIRPENTER,
absolutely, provided he survives me for a period of
thirty (30) days.
ITEM 3: Should my son, TIMOTHY E. ClIRPENTBR, fail
to survive me for a period of thirty (30) days, or should
we die, simultaneously, I then give, devise and bequeath
my entire residuary estate unto MY GRANDCHILDREN, in
equal shares, per .capita.
ITEM 4: I direct my hereinafter named Executor to
pay all inheritance, estate, succession and legacy taxes
\
\
-;;7~u.I!.'~ (SEAL)
FRIEDA C. CARPENTER
;,
of whatsoever nature and kind, to which my estate or the
transfer of any property passing hereunder or otherwise
passing by reason of' my demise; may be subjeot and to
charge such taxes against my residuary estate, it being
my intention that none of the aforesaid taxes, either
"
federai or state, on any property requi:red to be included
in my gross estate, under the provisions of any state or
federal law now in force or hereafter enacted, shall be
prorated among the persons interested in my estate to
whom such property is or ma~ be transferred or to whom
any benefit accrues.
rTEH 5: .r appoint my son, TrHOTHY E. CARPBNTER, as
Executor of this my Last will and Testament. Should my
son predecease me, fail to qualify 1 cease to act or
renounce probate, I then appoint HELLON BANK, B.A., as
alternate Executor of this my Last will and Testament.
ITEM 6: I direct that my Executor or his successor
shall not be required to give bond for the faithful
performance of their duties in any jurisdiction.
rN WITNESS WHEREOF,
seal this Iq-lf1 day of
I have hereunto set my hand and
9u & 'j
. 1994.
.a7_....L. ,t, ~u (SEAL)
FIlIEDA C. CARl'EN ER
COHMONNEALTH OF PENNSYLVANIA
'-
SS
COUNTY OF YOU
We, FRIEDA c. CAaPENTER, JAB K. WILEY, ESQUIRE and
APRIL L. BROWN, the Testatrix and the witnesses
respectively, whose names are signed to the attached or
foregoing 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 had signed willingly (or willingly
directed another to sign for 'her), and that she executed
it 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, sig~ed this Last
1,111 and Test!llllent as witness, and that to the be,st of
their knowledge the Testatrix was at the time eighteen
(18) years of age or older, of sound mind and under no
constraint or undue influence.
~; ~~ ro.,
y\o..r0~
NESS
~~,~, 'Q.-f.i(rtHI1
WIESS ,-
Sworn to and subscribed
before me this /~~day of
,S~ /I~' ;~
NOTARY PUBLIC
MY ~OMMISSrON EXPIRES:
""",""Seal
s, o..nGladr...r, Nolsyf'lAllc
, Ca!dl1'wp.,'DIII"""'"
MyCam;sOon~May11.1997
M8l~.PGf'll'lfYlV~~NotarIee
REV-1503 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Frieda C. Carpenter
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21-01-0327
All property Jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NO. DESCRIPTION
VALUE AT DATE
OF DEATH
1 Merrill Lynch securities:
1,157,431.90
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
L 157 431. 90
7 CPA31 NTF 1090S
Copyright Forms Software Only, 1997 Nelco, Inc.
.-'
~ Merrill Lynch
Myra H. Brown
Client Associate
1 \ LJ
.,~)-~O
:V'l .
go
Private Client Group
III
I~.-
~!~!;Xt ~!-OUP
LerJO~ . Colgan' Marzzacco . P.c.
917 Broad Street
Camden, South Carolina 29020
803 425 7728
8883269576
FAX 803 425 4914
VVlIt::y .
April 11, 2001
Merrill Lynch
Attn: C. steven Spring, II
917 Broad Street
Camden,. SC 29020
IN RE:; ESTATE OF FRIEDA C. CARPENTER
SS#304-01-2256
Dear sir/Madam:
This is to. advise you. that I represent the estate of
Frieda C. Carpenter., who died on March 18, 2001, a
resident of Cumberian<;i County, PA, on behalf of her
Executor, Timothy E,/,earpenter, 545 E. Siddonsburg Rd.,
Mechanicsburg, PA. /
Among the estate's assets we have located your
institution's account number 2FE-29C76.
For inheritance tax purposes, would you please supply us
with the following information on all accounts in which
the decedent had an interest: date of death value,
accrued interest to date of death, type of ownership and
the date the account was originally opened. I am
enclosing a death certificate for your records.
Your cooperation in this matter is greatly appreciated.
Very truly yours,
9::-M~~~
JMW/sdg
Account Opened:
Single Account
Account Value
3/18/98
Accrued Int to
Cash: 92,853
Securities: 1,157,431.90
date of death: 238.92
Should you have any. questions, please call
me 803-425-7728 or 888-326-9576
1 South Baltimore Street. Dillsburg, PA 17019 . Phone: (717) 432-9666 . (800) 682-4250 . Fax: (717) 432-0426
Offices in Harrisburg' York. Carbondale
REV-150B EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Frieda C. Carpenter
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-01-0327
Include procel;!ds of litigation & date proceeds were received by the estate. All DrOD. falntlv-owned with rlaht of survlvorshlll must be disclosed on Sch. F.
VALUE AT
DATE OF DEATH
ITEM
NO. DESCRIPTION
1 MerTill Lynch Cash A=unt:
2 PNC Bank, N.A. Checking #5070099475:
3 PNC Bank Savings #5130144574:
4 Fulton Bank Checking #3616-51227:
TOTAL (Also enler on line 5, Rae.ollul.tion) $
(If more space is needed, insert additional sheets of the same size)
7 CPA81 NTF 10908
Copyright Forms Software Only, 1997 Nelco, Inc.
93,091. 92
1,276.60
506.40
7,625.66
102.500.58
-;
MAY-10-2001 10:04
PNCBANK elF DEPARTMENT
412 705 0057 P.01/02
QPNCBAN<
Decedent Reporting
Firstside Center
P7-PFSC-4-F
500 First Avenue
Pittsburgh, PA 15219-3128
ISCP
May9,2001
JanM. Wiley
1 South Baltimore S1reet
Dillsburg, pA 17019
RE: Estate of Frieda C. Carpenter, Deceased
SSN: 304-01-2256
000: 3/18/2001
Dear Mr. Wiley:
Please find the date of death balances you have requested listed below.
CHECKING ACCOUNT
#5070099475
Established 05/14/1990
FRIEDA C CARPENTER
DOD Balance: $1,276.60 + SO.OO accrued interest
SAVING ACCOUNT
#5130144574
Established 09/25/1990
FRIEDA C CARPENTER
ODD Balance: S506.4O + $0.00 accrued interest
Page 1 of2
A member of The PNC Flnlln<ial Sc:rvia:s Group
PNC Bonk NA PillJlburgh Pcnnsylvani. 15265
MRY-10-2001 10:04
PNCBRNK CIF DEPRRTMENT
412 705 0057 P.02/02
QPNCBAN<
Our office oDly provides date of death balances for IRA's, CD's, Checking and
Savings accounts. We do ~ Financial Transactions or Statement Orden. For
Further information please c:aIll-800-4-BANKER or your local PNC B...nc:h and
ask to speak with a Financial Services Representative.
Sincerely.
~~
Rachelle SciUllo
1-800-762-1775
Page 2 oi2
A member of The PNC Financial ServiOl:S Group
PNC Bank NA Pittsburgh PenmyMmi. 15265
TOTAL P.02
Fulton Bank
P.O. BOX 4887 + LANCASTER. PA 17604
People dedicated to your success. ~
(717)291-2437
WWW.FULTONBANK.COM
1-800-FULTON-4
April 24, 2001
JanM. Wiley
1 South Baltimore Street
Dillsburg, P A. 17019
Dear Mr. Wiley:
RE: Frieda C. Carpenter, deceased
March 18,2001
In response to your recent inquiry concerning the accounts maintained in the name of
the decedent, please be advised that the following accounts were open at the date of death:
Checking #3616-51227, open 11/15/97, balance $7,625.66, Rep
Payee Timothy E. Carpenter.
If you should have any further questions, please do not hesitate to contact me.
Very truly yours,
~~\3'~
o~"'-\\\~\... "i"-'""
f .\ '" . ~.,~; (> '. ,
\. . ..' .....,'(1'.. ".
:'I "'V'\'" , .'
\J"f'\~ . . >':\~\ i.i' ,::.",,1'.\\1;\ ..I"i",,"'"
U ... (\10 ,...n\,'-' ,.'~'"".
.J. ,!\<...f\- ....A.~ C\,l<' .,,\ ,~..). ~,,'
. '"t" w. .".;' .", " '. i'>r'
. ",{\\'Is,' A 'IS '.;:11) ." '" ~'.".. ". _'!flO,l.i"
. ~\... anu.. . V1."" ,:J-J:.'oIlir,1;,'
~ 'I\Clil(~' ~\:)~\\-... . '{{let\t"'b"
~ \~ lllt{\O '10~ \'i> a'i>'i>U':'..J.\'i> 'lo\l~'
. a\\S ~~\'d.'''l. ft."'---
\c;,~\\~
Karen D. Hillegas
Credit Inquiry Processor
REV-1510 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Frieda c. Carpenter
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
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,
21-01-0327
DESCRIPTION OF PROPERTY %OF EXCLUSION
ITEM INCLUDE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECD'S (IF TAXABLE V ALU E
RELATIONSHIP TO DECD & DATE OF TRANSFER.
NO. ATTACH COpy OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST APPLICABLE)
1 MetLife Annuity: 1,083.44
TOTAL (Also enter en line 7, Recapitulation' $ 1,083.44
7 CPA01
NTF 10910
Cop,>,rigM forms Soitware Only, 1997 NeIce, Inc.
(If more space is needed, insert additional sheets of the same size)
Metropolitan Life Insurance Company
~ INDUIRIES SHOULD ~ DIRECTED ~
M~TRnpnLITIAN LlEE IN~URANC~ CQMPANY
e....c.... BllX 2.2.l2U
TUL~A DK,74121-~05~
"II yuu 110\1'0 4u"';)lIUIl~ dUUUl YUUl iJdYIlIt::Hll~, \,;(111.
1-800-635-77:75
AN NT 10: 000510698RB
DaIE m: ~
liBIlS.S PAYMENT
FE'D~RAl I.AX
SIAI.Ii. !AX
f!I.EI PAVM~NT
>lllL n lU
.s. 1
.s.
.s.
.s.
..Jlll
..Jlll
. ..."""'" . ... . ......
OR~ 44
1 OR~ 44
TIMOTHY CARPENTER
545 E SIDDONSBURG
MECHANICSBURG, PA
RD
17055-6053
,4nnLL'14Y
-
For change of address, cut on dotted line and forward completed form to:
Metropolitan Life Insurance Company This is change of address only; Does
P.O. Box 22053 not affect my current Direct Deposit
Tulsa, OK 7412'1-2053 Send me a new Direct Deposit form
Send future checks to new address
My new address is: (Please Print)
Name
Street
City, State Zipcode
Social Security Number
Signature
My legal address (if othel' than abovel:
Street
City, State Zipcode
ANNT 10.00051 0698RB
JunuC:1IE 1\I11~llIIll Detach stub before cashing
~;~li
.. !lilY to,t
.
"-,,,,"
IT}~ ' :,]"
REV-1511EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Frieda C. Carpenter
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-01-0327
Debts of decedent must be reaorted on Schedule I.
ITEM
NO.
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
1 Kaniewski Funeral Home:
5,248.94
2 HighlandfRiverview Cemetery:
450.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN No. of Personal Representative(s)
Street Address
City State
42,830.00
Zip
Year(s) Commission Paid:
2.
3.
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
Cit'jl State Zip
Relationship of Claimant to Decedent
42,830.00
0.00
4. Probate Fees 0.00
5. Accountant's Fees 0.00
6. Tax Return Preparer's Fees 0.00
7 Register of wills (probate) : 891. 00
8 cumberland Law JOUITlal (advertise) : 75.00
9 The Sentinel (advertise) : 100.31
10 Notary: 10.00
11 Filing Fee: 25.00
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
92.460.25
7 CPA11 NTF '0911
Copyright Forms Software Only, 1997 Nelco, Inc.
REV-1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Frieda C. Carpenter
Include unrelmbursed medical 9Xnenses.
ITEM
NO.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
FILE NUMBER
21-01-0327
DESCRIFTION
AMOUNT
1 X-Ray Inlaging, InC.:
71. 50
2 Messiah Village:
3 Pharamerica:
2,583.00
14.39
4 Messiah Village (gift):
5 IRS (2000 income tax) :
100.00
18,000.00
6 Brown, Shultz, Sheridan & Fritz (CPA)
295.00
7 New Hope Ministries:
250.00
8 Blue Cross/Blue Shield (First Care) :
582.00
9 U.S. Treasury (final payment on taxes):
18,022.00
10 PA Dept. of Revenue:
4,140.00
11 Gonzalez Rehab:
19,200.00
12 ma:ry Vandervanter, Psychologist:
920.00
13 New School of Psychology (oontract):
6,000.00
7 CPA12 NTF 10912
TOTAL (Also enter on line 10, Recaoltulation) $
(If more space is needed, insert additional sheets of the same size)
70 177 .89
Copyright Forms Software Only, 1997 Nelco, Inc.
REV-~513 EX. (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
Frieda C. ter
No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
RELATIONSHIP TO DECEDENT
Do Not Ust Trustee(s)
1 Timothy E. Carpenter
545 E. Siddonsburg Rd.
Mechanicsburg, PA 17055
son
21-01-0327
AMOUNT OR
SHARE OF ESTATE
1,098,377.78
ENTER DOLLAR AMTS. FOR DISTRIBS. 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
None
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
None
TOTAL OF PART II -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
7 CPA13 NTF 10913
(If more space is needed, insert additional sheets of the same size)
Copyright Farms Software Only, 1997 Nelco, Inc.
0.00
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF C1lJJDlIaND{ YORK
}
55:
Timothy E. Carpenter
being duly sworn according to law, deposes and says that he
is the Executor of the Estate of Fri pnn C _ Carpenter
late of Upper A-l~XoW!l c:h i p .- , Cumberland County, Pa., deceased and that the
within is an inventory made by Timothv E. Caroente!:.- "' the said Executor
of the entire estate of said decedent, consisting of all the personal prop.nty and real estate, except real estate outside
the Commonwealth of Pennsylvania. and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
Sworn to
and subscribed before me,
~~
IV Ie)
I
111 .,;;..0 C) )
. Executor. Adm inistrator
545 E. Siddonsburg Rd., Mechanicsburg,
PA 17055
Notarial Seal .
S Dawn Gladfelter, Notary Publl
. Dillsburg 8oro, York C6un~
My Commission Expires May 1 ,2 5
Member, PennSylVania AssOCiatiOl'l of Notaries
18 March
Add..."
Date of Death
2001
Day
Month
Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be aHached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Frieda C. Carpenter
Date of Death: M;:!rroh 1 R I ?001
Will No.
21 01-0327
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with
respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes 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 x No
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts
may be filed with the Clerk of the Orphans' Court and may be attached to this report.
Vd '
c"'-e!.~aquln~
. '.'1J:3()
~..w
Date:
l~~tl(
VJ
":,\iJ8l::\
uioQal::\
an M. Wiley, Esquire
Name (Please type or print)
One S. Baltimore st., Dillsburg, PA
Address 17019
( 71 7) 432,..9666
Tel. No.
H':: l d V l ::110 lO.
Capacity: Personal Representative
xx
Counsel for personal
representative
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
NO. CD 000643
WI LEY JAN M
1 S BALTIMORE STREET
DILLSBURG, PA 17019
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
-------- fold
101
$377.00
ESTATE INFORMATION: SSN: 304-01-2256
FILE NUMBER: 21-2001- 0327
DECEDENT NAME: CARPENTER FRIEDA C
DA TE OF PAYMENT: 12/14/2001
POSTMARK DATE: 12/13/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 03/18/2001
TOTAL AMOUNT PAID:
$377.00
REMARKS: WILEY LENOX & COLGAN PC
CHECK# 4879
SEAL
INITIALS: PB
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
/ / -,~) /~ /' -
/ f~' '.cYe>' L / - ~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
'*
REV-485 EX AFP IIZ-DII
Recer '=:',;'
Reni.Jtc
JAN M WILEY ESQ
WILEY ETAL
1 S BALTIMORE ST
DILLSBURG
'02 FEB-1
OfDATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
P 1 :@UNTY
ACN
02-04-2002
CARPENTER
03-18-2001
21 01-0327
CUMBERLAND
201
FRIEDA
C
Cieri
PA 170 1 ~lIrnl)f;
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ......
RE-V:483--EX--AFP--{i2~-ooi-----.ii-NO-ffcE--OF--DETifRMiifATiCfN-AN-D-AS-SESifMENir----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF CARPENTER
FRIEDA
C FILE NO.21 01-0327
ACN 201
DATE 02-04-2002
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified
38,709.16
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
46.974.50
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
46.974.50
5. 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" (CR), YOU MAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
I t--;Jc)O-6
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, AllOWANCE OR DISAllOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
Reeo!,
'02 FEB 13 ,Q10 :48
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-04-2002
CARPENTER
03-18-2001
21 01-0327
CUMBERLAND
101
JAN M WILEY ESQ
WILEY ETAL
1 S BALTIMORE
DILLSBURG
'*
c,
REY-1547 EX AFP 112-00)
FRIEDA
C
Allount RelliUed
Ci8rK
ST
P A l1H~W)E'i
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=isiri-ix--AFP--fi'2-:o0Y-NoYici--OF-YNHiififANCE-YAX-A-PPRAYsiiiENT~--ALloWANCE-(fR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CARPENTER FRIEDA C FILE NO. 21 01-0327 ACN 101 DATE 02-04-2002
I~ an assessment was issued previously, lines 14, IS 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. Allount of line 14 at Spousal rate (15)
16. Allount of line 14 taxable at lineal/Class A rate (16)
17. AlIOunt of line 14 at Sibling rate (17)
18. Allount of line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CRE ITS:
PAYM T
DATE
06-18-2001
12-13-2001
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
1.157 .431.90
.00
.00
102.500.58
.00
1. 083.44
(8)
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
(9)
llO)
92,460.25
70 .177 .89
(11)
(2)
ll3)
ll4)
NOTE:
.00
1,098,377.78
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
REC PT
NUMBER
AA496734
CD000643
SCOU T (+)
INTEREST/PEN PAID (-)
2,452.50
.00
AMOUNT PAID
46,597.50
377 . 00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(9)-
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
1,261,015.92
162.638 14
1,098,377.78
.00
1,098,377.78
.00
49,427.00
.00
.00
49,427.00
49,427.00
.00
.00
.00
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.)
-.-/
/'/-~ - \S
JAN M WILEY ESQ
WILEY ETAL
1 S BALTIMORE ST
DILLSBURG
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. Z80601
HARRISBURG, PA 171Z8-0601
REY-756 EX AFP 101-02)
03-17-2003
CARPENTER
03-18-2001
21 01-0327
CUMBERLAND
202
FRIEDA C
Allount Rellitted
PA 17019 ,
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~
REV=736--EX--AFP-Toi:.-o2i-----..-NcfffcE--oF--DETERMlifAflcfti-AND-AS-SESSMENY----------------------- -- ---
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE OF CARPENTER
FRIEDA
C FILE NO.21 01-0327
ACN 202
DATE 03-17-2003
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified
38.709.16
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
46.974.50
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
46,974.50
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
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT 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 PAY"ENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A ""CREDIT"" (CR). YOU "AY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.)