HomeMy WebLinkAbout01-0369
PETITION FOR PROBATE and GRANT OF LETTERS
bLl -- 01- o3LPCf
Estate of JOYCE J. JOHNSON
also known as
Register of Wills for the
Deceased. County of Cumberland in the
Social Security No. 1 7 9 - 30- 4238 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 execut r ix
in the last will of the above decedent, dated November 2,
and codicil(s) dated
No.
To:
named
, 19~
(state relevant circnmstances, e.g. renunciation, death of executor, etc,)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h p r last family or principal residence at ? ~ () H11mmp 1 A vp n 11 p
Borouqh of Lemoyne
(list street, number and muncipality)
Decendent, then 62 years of age, died Ju 1 y 12, 2000
at 115 Mountain View Drive. Enola. PA
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:
1,750.00
$
$
$
$
55,000.00
230 Hummel Avenue. Borouqh of Lemoyne,
~llmhprlnnd County, PA
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters T~H~tam@ntary
(testamentary; administration c. La.; administration d. b.n.c. La.)
theron.
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Sandra N. Spadafore
l1t:; Mrmnrrlin vipw nr
F.nnlr:l, PA 17()?S
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I s"
COUNTY OF CUMBERLAND 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.
affil~T~ and
71 xLr--~,-_{L t-L~"i.-C
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~o. 21 - 01 - 369
Estate of
JOYCE J. JOHNSON
, Deceased
DECREE OF PROBATE A~D GRA~T OF LETTERS
AND NOW APRIL 11, 2001, 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 November 2, 1999
described therein be admitted to probate and filed of record as the last will of
Joyce J. Johnson
and Letters Testamentary
are hereby granted to Sandra N. Spadafore
Register of Wills
MARY CLEWIS
Edmund G. Myers (20558)
Johnson, Duffie, Stewart & Weidner
FEES
Probate, Letters, Etc. .........
Short Certificates(2 ) . . . . . . . . . .
Renunciation ................
X-Page
JCP
$ 11 I} . 00
$ 6.00
$ I ( . uu
$ S.OO
TOTAL _ $ 138.00
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ATTORNEY (Sup. Ct. 1.0. No.)
301 Market St., P. O. Box 109
Lemoyne, PA 17043-0109
ADDRESS
Filed
(717) 761-4540
PHONE
Mailed letters to attorney on 4-11-01
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This is to certify that the information here given is correctly copied from an original certificate of death dul)~ filed with
Local Registrar.' The original certificate will be forwarded to the State Vital Records Office for permanent filmg.
me as
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
/} "n ,~
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Local Registrar
Fee for this certificate, $2.00
p
6651167
JUL 1 7 2000
Date
: 43 Rev 2187
COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECOROS
CERTIFICATE OF DEATH
AGE .Las' a"'''<lay)
UNDER 1 DAY
Hours Mlnu'.
STAlE FILE ~UMBER
---------------------- :~emale ~~~SECUR:N~~fR _ 423~
BIRTHPLACE ,Cory dnd PlACE Of DEJlrH fCt>eck llf'ly ape - -;ee ,nSlruel""l$ 00 OIhet ~)
Slate Of Fcreoqn Country) HOSPITAL:
Inpal..... 0 EAIOutpahent [] OOA 0
7 ...
FACILITY NAME (II not ,nsNullOn. 9"e streel and numtlefl
DAlE OF DEATH .Mcn"'. Day. .tear)
NAME OF DECEDENT (f 'IS' '..MOle l aSlI
UNDER 1 VEAA
Monlhs Days
4July 12, 2000
l.
Joyce J. Johnson
62
VIS
~=,ty) 0
5.
COUNTY OF OEIJH
RACE - AmerICan Indian. Black. WMe. el.
(Specify)
white
10.
Cwnberland Co.
lb.
DECEDENT'S USUAl OCCUPAlION
(G"e Iund of.WOtk dcIIle 00''''9 mosI
of _flung kle; do not u... rel~ed)
"receptionist 1111~iprnent company
DECEDENT'S MAILING ADDRESS (Slreet C'l'jfTown. SIaIe. Lip Code) DECEDENT'S
ACTUAl
RESIDENCE
(See InSlructlOf'\S
on other 5h1e)
17e. Stale
MARITAl STATUS. Ma",ed
Never Marr..... W_.
DNo<ced (Specify)
lpever rrarried
17e:.O v..._lMIdino~~~~~~~~~~~~_
SURVIVING SPOUSE
(If Nile. gM!l maiden name)
230 Hurrmel Avenue
}:sooyne, PA 17043
FATHER'S NAME (F.st. Middle Last)
II, Leroy A. Johnson, Sr.
INfORMANT'S NAME (Type/PlInt)
~. Sandra N. Spadafore
METHOD Of DlSPOSIT;!IO
. . D Bunal C,emahon U Remov~ f,om Slate 0
00ne1lOO OIher ( Ify
. 21e.
SlG
CUmberland
Did
-
live 11\ .
lDwnShip?
Crtyr~
17b. County
17d. ~:':'nt~of Lernoyne
MOTHER'S NAME iF.st. Middle. Malden Surname)
Portia Gross
1..
INfORMANT'S MAIliNG AOORESS 1St'.... CllyllOwn, Stale. lip Code)
a 115 MountainVlew Dr.,Enola,PA17025
PlACE Of DISPOSITION - N..... of Cametety, Cremetory LOCATION. CIl'jITown, State. lip Code
Of 0lh8f PIKe
Rolling Green Cemetery
Zle:.
wer Allen Twp. ,PA17011
~& .
LICENSE NUMBER
J;P 013163 L
NAME AND AOORESS OF FACILITY
F\..r'EI:al H.::rre,324 Humel A~. ,~,PA17043
LICENSE NUMBER DATE SIGNED
(Monlh. Day, 'rearl
J u l \.J I ~_k.J.
No (X'
Q.fl- Sato 4 S'O, L
alhet~~r?j;'. ~/-nt~ ~."Jt ~.{I ~ &r~'/
DUE 10 (OA AS A CONSEOOE~E OF):
at.
I Approximate
: inlel'l8l between
,0'- and death
I II
I 11-.
PART II,
OIher signilkanl condiIioNl c:onlllbuting 10 dealh, but
noI resuaing in the underlying caUH given in PART I.
2~ .M. Z~
'- _ 27. ~ I, En'81the diseases, 'nJurleS or comploCallons which caused Ine <leath Do nol enter Ihe mode of c1ying, such s cardiac orresptratory arresl. shock Of helUl faijure
list onty one cause on each kne
SequenlWly lis! condrllOOS
il any. _ng 10 unmediale
_ Enter UNDERLYING
CAUSE (Oosease Of ,"",ry
. . Iflat I/lIIJaIed e-'IS
rllllUbnO on <M8lh) LAST
I :
WERE AU10psy FINDINGS
A..-.ILABLE PRIOA 10
COMPLETION Of' CAUSE
OF OERH?
DUE 10 (OA AS A CONSEOUENCE Of):
~~~
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~ iW w.., "1'.-'.1, -
DUE 10 (OA AS A CONSEQUENCE Of):
MANNER OF DEATH
DATE OF INJURY
(Moolh. Day. 'lIl"'1
TIME OF INJURY
INJURY AT WORK?
DESCRIBE HOW INJURY OCCURRED
SuICide
~
D
D
HomlClde
Accident
Pending Inv8sugatk)n
o
o
o ~CE OF INJURY _ AI home. ta,,::;....t.lactOlY. office M.
building. .'c.ISpecltv)
308.
v.. 0
NoD
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No 6Zl
Yes D
NoD
3Oc:.
3Od.
LOCATION ($tr_. C,l'j,",wn. Slale)
Eiil
301.
TLEOFC:RT=~ ~~.~
DATE SIGNED (Mooth. DaV:vea'l
o 31e:. 31d. 1-j +- c-tl
NAME AND ADOAESS Of' PERSON WHO COMPLETED CAUSE OF DEATH
(Item 27) Type Of Print G
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l::TEQ:t:YY~IL ~L~ '
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Could nol be determined
2... 211b.
~ CERTIFIER .Check OOly onel
~ . CERTIFYING PHYSICIAN (PhV'SIC~n certifYing cause at dealh wtlen anOlt'1e, pnvSIClan has plOnOUllCed death ana Completed lIem 23)
--I'~': .::NO::l:yA::::~~:~hp::::::~nc:l:e~~:::~:::~:.a:::,:y:~~ 10 cau~ of aeathl . .. . . . . .. ... ... ......
To lhe beet 01 my knowledge, death occurred at the Ume, date. and piKe, and due to lhe cause(s) and manner as slaled . . . . . . . . . . . . . . . . . . . ..
~:: '.'."'4< ......,"'COOO...
- ~ On Ihe ba.'s of eXamInation and/or Investlgallon, to my OpiniOn, death occurred at the lima, dale, and place. and due to the cause(s) and
,:.~~~ ................. . . ....~,;~,~>1
29_
011789-00001/10.14.99/EGM/KL T/127676.2
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mast mill anb westament
OF
JOYCE J. JOHNSON
I, JOYCE J. JOHNSON, of the Borough of Lemoyne, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make,
publish and declare this as and for my Last Will and Testament, hereby revoking and making void
any and all Wills or Codicils at any time heretofore made by me.
ARTICLE I
DEBTS
I direct the paYment of all my legal debts and the expenses of my last illness and funeral
from my Estate as soon after my death as conveniently may be done.
ARTICLE II
TANGIBLE PERSONAL PROPERTY
I give and bequeath my automobile(s), household and personal effects and other tangible
personalty of like nature (not including cash or securities), together with any existing insurance
thereon, unto those of my sisters, ELIZABETH M. GRAY, MARILYN J. KEEFER,
BARBARA J. KENES and SANDRA N. SPADAFORE, who survive me to be divided among
them by my Executrix or Successor with due regard for their personal preferences in as nearly
equal shares as practicable. If there be disagreement as to the disposition of any item or items
described in this Article, I direct that such item (s) shall be disposed of in accordance with Article
III hereof.
011789-00001/10.14.99/EGM/KL T/127676.2
ARTICLE III
REST, RESIDUE AND REMAINDER
I give, devise and bequeath all the rest, residue and remainder of my estate of whatsoever
nature and wheresoever situate, in equal shares, unto my sisters, ELIZABETH M. GRAY,
MARILYN J. KEEFER, BARBARA J. KENES, and SANDRA N. SPADAFORE, provided
that should any of my sisters predecease me, I give, devise and bequeath her share unto her then-
living issue, per stirpes.
ARTICLE IV
MINOR BENEFICIARY
In the event that any beneficiary of my Will shall not have reached the age of twenty-one
(21) years at the time for distribution of his or her share, distribution of said share may be made in
the discretion of my Executrix after considering the age and needs of the beneficiary, either
directly to the beneficiary or to a Custodian under the Pennsylvania Uniform Transfers to Minors
Act, 20 Pa. C.S.A. S 5301 et seq., or the applicable Uniform Gifts to Minors Act or Transfers to
Minors Act in the state of residence of such beneficiary as the case may be. My Executrix may
designate as such Custodian any institution or person, including my Executrix, qualified to act as a
Custodian for such beneficiary under such Act in effect at the time such distribution is made. A
receipt for any paYment or distribution so made shall be a full discharge therefor to my Executrix,
who shall not be responsible to see to, or be liable for, the application of such proceeds thereafter.
ARTICLE V
PERSONAL REPRESENTATIVE
I name, constitute and appoint my sister, SANDRA N. SPADAFORE, Executrix of this
my last Will and Testament. Should my sister, SANDRA N. SPADAFORE, fail to qualify or
cease to so act, I name, constitute and appoint my sister, ELIZABETH M. GRAY, Alternate
2
011789-00001/10.14.99/EGM/KL T/127676.2
Executrix to complete the administration of my Estate. No Fiduciary appointed herein shall be
required to post bond for the faithful administration of the duties required in any jurisdiction.
ARTICLE VI
POWERS OF EXECUTRIX
My Executrix shall have the following powers in addition to those vested in her by law and
by other provisions of my Will applicable to all property, whether principal or income, including
property held for minors, exercisable vlithout court approval Ch~d effective until actual distribution
of all property:
A. To make distribution in cash or in kind, or partly in cash and partly in kind, and in
such manner as she may determine.
B. To retain any or all of the assets of my estate, real or personal, without restriction to
investments authorized for Pennsylvania fiduciaries, as she deems proper, without
regard to any principle of diversification or risk
C. To invest in all forms of property without restriction to investments authorized for
Pennsylvania fiduciaries, as she deems proper, without regard to any principle of
diversification or risk.
D. To sell at public or private sale, to exchw~ge, or to lease for any period of time any
real or personal property and to give options for sales, exchanges or leases, for such
prices and upon such terms or conditions as she deems proper.
E. To allocate receipts and expenses to principal or income or partly to each as she
from time to time thinks proper.
3
011789-00001/19.14.99/E~M/KL T/127676.2
F. To compromise any claim or controversy.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will
and Testament, this 2M dayof ~~ ,1999.
~ r '~0~L (SEAL)
yt J. JOH SON )
Signed, sealed, published and declared by the above-named Testatrix, as and for her Last
Will and Testament, in the presence of us, who at her request, in her presence and in the presence
of each other, have hereunto subscribed our names as witnesses.
w~b~
~QQ
Witness rJ ~
4
011789-00001/10.14.99/EGM/KL T/127676.2
, .
ACKNOWLEDGMENT AND AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
We, JOYCE J. JOHNSON, ~ <;:)'~~d ~"'k\r--.Q '0'
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 that she had signed willingly 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 the Will as witness and that to the
best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound
mind and under no constraint or undue influence.
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Witness
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Witness
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Subscribed, sworn to and acknowledged before me by JOYCE J. JOHNSON, Testatrix,
andiS:)~ R:=>. ~ f$:"' and'~ .:..J...........j..., ~ ~ \\ ~"
witnesses, this d N ~ day of i"'\ ~ ~.)../'-' , 1999.
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5
NOTARIAL SEAL
DIANNE LENIG, Notary Public
Lemoyne Borough Cumberland Co.
My Commission Expires Dec. 21. 2001
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPARTMENT 280601
HARRISBURG, PA 17128-0601
((
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Telephone
April 18, 2001
(717) 787-3930
FAX (717) 772-0412
Law Offices of
Johnson, Duffie,Stewart & Weidner'
301 Market St.
P.O. Box 109
Lemoyne, Pa.17043-0109
Re: Estate of Joyce J. Johnson
File Number 2101-0369
Dear Mr Myers:
This is in response to your request for an extension of time to file the Inheritance Tax Return for
the above estate.
In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for
filing the return is extended for an additional period of six months. This extension will avoid the
imposition of a penalty for failure to make a timely return. However, it does not prevent interest from
accruing on any tax remaining unpaid after the delinquent date.
The return must be filed with the Register of Wills on or before October 12,2001. Because
Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional
extension(s) will be granted that would exceed the maximum time permitted.
SjJ)cerely, ,/ 7 d /1 ;1
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~ffrey D. Hollenbush, Supervisor
, - ,.- Document Processing Unit
Inheritance Tax Division
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: JOYCE J. JOHNSON
Date of Death: July 12, 2000
Will No.: 2001-00369
Admin. No.:
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
5~:J~/t//
, ,
Name
Address
242 Walton St., Lemoyne, PA 17043
R. D. #10, Box 126B
Thompsontown, PA 17094
5531 Lancaster St., Harrisburg, PA 17111
115 Mountain View Dr., Enola, PA 17025
Elizabeth M. Gray
Marilyn J. Keefer
Barbara J. Kenes
Sandra N. Spadafore, Executrix
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None.
Date: .5122)0 I
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Signature
Name Edmund G. Myers, Esq.
Johnson, Duffie, Stewart & Weidner
Address 301 Market 8t.
P. O. Box 109
Lemoyne, PA 17043-0109
Telephone (717) 761-4540
Capacity: Personal Representative
X Counsel for personal representative
REV-1.,OO EX (6-001
, COMMONWEALTH OF
PENNSYLVANIA
DePARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
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REV-1500
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
JOHNSON, JOYCE J.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
July 12, 2000 April 28, 1938
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
OFFICIAL USE ONLY
FILE NUMBER
..l.l-.Q.1... lL L3---.ii..2._
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
179 - 30
4238
~ 1. Original Return
o 4. Limited Estate
~ 6. Decedent Died Testate (Atlac~ copy of Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (dateofdeat~after12-12-82)
o 7, Decedent Maintained a Living Trust (Attac~ copy of Trust)
o 10, Spousal Poverty Credit (da\e 01 dea\l\ tIe\wee\I 12-3j--S1 aI1d1-1-95)
THIS RETURN MUST BE FILED IN DUPL\CA TE WITH THE
REGISTER OF WillS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date 01 death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election \0 tax under Sec. 9113(A) (Attach Sell 0)
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FIRM NAME (lfApplicalJ~
Johnson, Duffie,
TELEPHONE NUMBER
COMPLETE MAILING ADDRESS
301 Market St.
P. O. Box 109
Lemoyne, PA 17043-0109
NAME
Edmund G. Myers, Esq.
OFFICIAL USE ONLY
(8)
136,377.82
Stewart & Weidner
761-4540
(11)
(12)
(13)
16,488.85
119,888.97
-0
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
61.738.50
(14)
119,888.97
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3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable {Schedule D)
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)
(7)
65,821.48
-0-
(19)
-0-
6,488.10
9,873.22
16.361. 32
8,817.84
(6)
9. Funeral Expenses & Administrative Costs (Schedule H)
(9)
(10)
10,438.57
6,050.28
10. Debts of Decedent, Mortgage Liabimies, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (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 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
x.0~(15)
16. Amount of Line 14 taxable at lineal rate
x.O~ (16)
x .12 (17)
x .15 (18)
17. Amount of Line 14 taxable at sibling rate
54,067.49
65,821.48
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
Decedent's Complete Address:
-
STREET ADDRESS .
230 Hummel Avenue
CITY Lemoyne I STATE PA I ZIP 17043
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
16,361.32
Total Credits (A+ 8 + C) (2)
-0-
3. InteresUPenally if applicable
D. Interest
E. Penally
TotallnteresUPenally ( 0 + E ) (3)
4. if Line 2 is grealer tl1an Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 line 20 to request a refund (4)
-0-
5. if Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. 4/12/01 - 10/12/01 (SA)
16,361. 32
739.54
8. Enter the total of Line 5 + SA. This is the 8ALANCE DUE.
(58)
17,100.86
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: Yes
a. retain the use or income of the property transferred;............... ........................... ................................. 0
b. retain the right to designate who shaH use the property transferred or its income; ..... ... 0
C. retain a reversionary interest; or............... non"m.......... ..... 0
d. receive the promise for life of either payments, benefits or care? .. .......".......... ..... 0
2. If death occurred after December 12. 1982. did decedent transfer property within one year of death
without receiving adequate consideration?.. .................... ........... 0
3. Did decedent own an "in trust fo( or payable upon death bank account or security at his or her death? ............. 0
4. Did decedent own an Individua! Retirement Account, annuity, or other non~probate property which
contains a beneficiary designation? . . ................ . .... ................ .......................... 0 IKJ
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
No
!9
IXJ
~
IXJ
IKJ
Under penalties of perjury, 1 declare thaI f have examined this retum, including accompanying schedules and statements, and 10 the best of my knowledge and belief, il is true, correct
and complete
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSiBLE FOR FiliNG RETURN .
J ""r>cL<.<>.- >1. .LfJ-.>-d-",-~'-'-<. , C' 'l-~~
ADDRESS Sandra N. Spadafore, Executrix
115 Mountain View Drive, Enola, PA 17025
SIGNATURE OF PREP ER OTHER THAN REPRESENTATIVE
DATE
/0/10/01
.
ADDRESS
E mun G. Myers, sq.
301 Market St., P. O. Box 109. Lemoyne, PA 17043-0109
-
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate Imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. 99116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (iI)].
The statute does no! exemDt 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 PS. 99116(a)(I.2)).
The tax rate imposed on the net value of transfers to or for the use of the decedenfs lineal beneficiaries is 4.S%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(I)].
The tax rate imposed on the net value of transfers to or for the use of the decedenfs siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at Jeast one parent in common with the decedent, whether by blood or adoption.
R~V.15C2EX. (l.~7)
ESTATE OF
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERH ANCE TAX RETURN
RESIDENT DECEDENT
JOHNSON, JOYCE J.
FILE NUMBER
21-01-00369
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged
between a wiJling buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with
right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Real Estate - No. 230 Hummel Avenue, Borough of
Lemoyne, Cumberland County, PA
(Deed Book 201, Page 427)
Assessed value - $3,950.00 x Common
Level Ratio - $15.63
VALUE AT DATE
OF DEATH
61,738.50
TOTAL (Also enter on line 1, Recapilulalion) $
(If more space is needed, insert additional sheets of the same size)
61.738.50
Rev.""EX"'.".
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAl< RETURN
RESIDENT DECEOENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
JOHNSON, JOYCE J.
FILE NUMBER
21-01-00369
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly.owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2.
3.
4.
DESCRIPTION
Household Goods - appraised value
Allfirst Bank - Checking Account No. 09502-0526-1
Date of death balance
Automobile - 1992 Buick Century - date of death
value
Harris Savings Bank - Account No. 1000029651
Date of death balance
VALUE AT DATE
OF DEATH
1,540.00
6,007.21
1,230.00
40.63
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
8,817.84
REV.1510ex.{I-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
JOHNSON, JOYCE J.
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21-01-00369
This schedule must be completed end filed if the answer to eny of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF
ITEM INCl.UOETHE IUlME OF THE TRANSFEREE. TIiElRREl.AT10~ISHlPTODECSDCt/TANfITrIE OATEOF1iWl5FER. DATE OF DEATH DECO'S EXCLUSI~~ TAXABLE VALUE
ATTACH A COP'fOF THE OEEO FOR R!AlESTATE.
NUMBER VALUE OF ASSET INTEREST fF"''''''CABLE
1. Shaull Equipment and Supply Company
Profit Sharing Plan and Trust
Beneficiary: Geraldine E. Gross,
Aunt
Date of death value 65,821.48 65,821.48
TOTAL (Also enteron line 7, Recapitulation) $ 65,821.48
..
(If more space IS needed, Insert additional sheets of the same size)
REV-1511 EX+ (12-99}
~J.
COMMONWEALTH OF PENNSYLVANIA
lNHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Musselman Funeral Home 4,926.00
2. Rolling Green Cemetery - opening/closing grave 800.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name 01 Personal Representative(s) Sandra N. Spadafore
Social Security Number(s)fEIN Number of Personal Representative(s)
Street Address 115 Mountain View Dr. 1,230.00
Cily Enola Slate _ P A Zip 17025
Year{s) Commission Paid: 2001
2. Attorney Fees - Johnson, Duffie, stewart & weidner 1,750.00
3. Family Exemption: {If decedent's address is not the same as claimant's, attach explanation}
Claimant
Street Address
City State _ Zip
Relationship of Claimant to Decedent
4. Probate Fees - Register of Wills - Cumberland County 138.00
5. Accountant's Fees
o. Tax Return Preparer's Fees
7. Cumberland Law Journal - advertise letters 75.00
7.
8. The Patriot-News Co. - advertise letters 88.38
9. Chuck Bricker - household goods appraisal 75.00
10. Register of Wills - short certificates 6.00
11. Register of Wills - file Inv. & Inh. Tax Return 25.00
12. Faith A. Nicola, Tax Collector - County/Borough
real estate taxes 246.24
Sub-total from additional sheet 1.078.95
TOTAL (Also enler on line 9, Recapitulation) $ 10,438.57
JOHNSON, JOYCE J.
Debts of decedent must be reported on Schedule l.
FILE NUMBER
21-01-00369
ESTATE OF
(If more space is needed, insert additional sheets of the same size)
SCHEDULE H - CONTINUED
Estate of: JOHNSON, JOYCE J.
21-01-00369
13. Faith A. Nicola, Tax Collector - School District-
Real Estate Taxes
751.27
14. PAWC - water service
39.73
15. UGI- gas service
94.18
16. Keystone 011- account balance
18.77
17. Reserve for close-out costs
175.00
Sub-total
$1,078.95
REV.IS'2EX-(1.971
~
~
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
JOHNSON, JOYCE J.
FILE NUMBER
21-01-00369
ESTATE OF
Include unreimbursed medical expenses.
ITEM
NUMBER
1.
DESCRIPTION
AMOUNT
The Chase Manhattan Bank, N.A.
Automobile Loan - Acct. No. 10140311232864
Balance outstanding
737.04
2.
Sears - Account No. 03 62180 79129 9
Balance outstanding
1,690.36
3.
Central PA Hematology Assocs.
Balance not covered by insurance
881.90
5.
Sandra N. Spadafore - outstanding loan balance
due by decedent
Verizon - final telephone charges
2.653.82
87.16
4.
TOTAL(Also enler on line 10, Recapitulation) $ 6.050.28
(If more space is needed, Insert additional sheets of the same size)
REV. ~513 ~)( . 11.97)
ESTATE OF
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
JOHNSON, JOYCE J.
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
1. TAXABLE DISTRIBUTIONS (include outnght spousal distributions)
1. Elizabeth M. Gray
242 Walton St., Lemoyne, PA 17043
2. Marilyn J. Keefer
R. D. #10, Box 126B
Thompsontown, PA 17094
3. Barbara J. Kenes
5531 Lancaster St., Harrisburg, PA
17111
4. Sandra N. Spadafore
115 Mountain View Drive
Enola, PA 17025
FILE NUMBER
21-01-0369
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not ListTrustee(s) OF ESTATE
Sister One-fourth
tangible
personalty and
one-fourth residue
Sister One-fourth
tangible
personalty and
pne-fourth residue
Sister One-fourth
tangible
personalty and
Pne-fourth residue
One-fourth
tangible
personalty and
one-fourth residue
Sister
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIDNS 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
1.
TOTAL OF PART II. ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additonal sheets of the same size)
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
MYERS EDMUND G
301 MARKET STREET
PO BOX 109
LEMOYNE, PA 17043
-------- fold
ESTATE INFORMATION: SSN: 179-30-4238
FILE NUMBER: 21 - 2001 - 0369
DECEDENT NAME: JOHNSON JOYCE J
DATE OF PAYMENT: 10/12/2001
POSTMARK DATE: 10/11/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 07/12/2000
NO. CD 000380
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $10,319.50
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$10,319.50
REMARKS: EDMUND G MYERS ESQUIRE
CHECK#102
SEAL
INITIALS: AC
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MYERS EDMUND G
301 MARKET STREET
PO BOX 109
LEMOYNE, PA 17043
-------- fold
ESTATE INFORMATION: SSN: 179-30-4238
FILE NUMBER: 21 - 2001 - 0369
DECEDENT NAME: JOHNSON JOYCE J
DA TE OF PAYMENT: 10/12/2001
POSTMARK DATE: 10/11/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 07/12/2000
NO. CD 000381
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $6,781 .36
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$6,781 .36
REMARKS: EDMUND G MYERS ESQUIRE
CHECK# 1005
SEAL
INITIALS: AC
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
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TO Register of Wills Office
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013-3387
SUBJECT: Estate of Joyce J.Johnson
No. 21-01-00369
FROM
JOHNSON, DUFFIE, STEWART & WEIDNER
Attorneys at Law
P.O. Box 109
Lemoyne, P A 17043
(717) 761-4540
DATE: October 11,2001
Enclosed for filing in the above-captioned Estate are the following:
1. Original Inventory.
2. Original and copy of Inheritance Tax Return.
3. Check in the amount of $25.00, filing charges.
4. Check from Geraldine E. Gross in the amount of $10,319.50, Inheritance Tax, plus
interest, on the Schedule G asset. Please provide a separate Receipt for this
payment.
5. Check from the Estate of Joyce J. Johnson in the amount of $6,781.36, Inheritance
Tax, plus interest. Please provide a separate Receipt for this payment.
Thank you.
SIGNED: Edmund G. Myers
csh
'COMMONWEALTH OF PENNSYLVANIA
COUNTY O,F CUMBERLAND
}
ss:
Sandra N. Spadafore
according to law. deposes and says that she i ~ F.xp.r.lltri x
of the Estate ot Joyce J. Johnson
late of Lemoy-ne Borough Cumberland County, Pa., deceased and that the
'th" . t Y d by Sandra N. Spadafore the s"d Execu tr ix
WI In IS an Inven or ma e " I al
of the e~tire estate of said decedent, consisting of all the personal prop~rty 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.
being duly
sworn
Sworn to
and subscribed before me,
/C/
.
c-) {J IJ I
~J (1. ..)' t (l( l &L n ,J IJ.. C,lt1 ct. l~-~ , C) /r....2 (,{ '- t L- L Y
Executor. AdministrAtor '
Sandra N. Spadafore, Executrix
DIANNE LENIG, No Public'
Lemoyne Borough Cumberland Co. I
My Commission Expires Dec. 21,2001
:.:.::...:..J
115 Mountain View Drive
Enola, PA 17025,
Acldrns
Date of Death
12th
July
Month
2000
Day
Year
INSTRUCTIONS
-- J~--An-lnvenfory-musf oe--fiJea wifniit-th,.-ee -monfhs-a-ffer-;;'-ppoiiitmentof pfirsonafrsjiresenfafive.
2. A supplement inventory must be filed within thirty days of dis~overy of additional assets.
3. Additional sheets may be, attached as to personalty or realty
4. See Article IV. Fiduciaries Act of 1949.
..:t:
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inventory of the real and personal estate of
JOYCE J. JOHNSON
deceased
1. Real Estate - No. 230 Hummel Avenue, Borough of Lemoyne,
Cumberland County, Pennsylvania
(Deed Book 201, Page 427)
Assessed value - $3,950.00 x Common Level
Ratio - $15.63
61,738 50
2. Household Goods - appraised value
1,540 00
3. Allfirst Bank - Checking Account No. 09502-0526-1
Date of death balance
6 , 00"7 2 1
4. Automobile - 1992 Buick Century- date of death value
1,230 00
5. Harris Savings Bank - Account No. 1000029651
Date of death balance
40 63
Total
I
170,556
I
34
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPARTMENT 280601
HARRISBURG, PA 17128-0601
April 18, 2001
Telephone
(717) 787-3930
FAX (717) 772-0412
Law Offices of
Johnson, Duffie,Stewart & Weidner
301 Market St.
P.O. Box 109
Lemoyne, Pa.17043-0109
t(Q)~)f
Re: Estate of Joyce J. Johnson
File Number 2101-0369
Dear Mr Myers:
This is in response to your request for an extension of time to file the Inheritance Tax Return for
the above estate.
In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for
filing the return is extended for an additional period of six months. This extension will avoid the
imposition of a penalty for failure to make a timely return. However, it does not prevent interest from
accruing on any tax remaining unpaid after the delinquent date.
The return must be filed with the Register of Wills on or before October 12,2001. Because
Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional
extension(s) will be granted that would exceed the maximum time permitted.
Sincerely, /
/7 I' /1 -.
(/1/ ;/ ;'/// Ii /1
/ . /./r I / .Ii /1 . / ,j II
;. '/ ' /1 . i ',J,', 1/ //'J"Y (.", II
~.~ -...! .;r .. . tl i1 _.,..... J 1 '." ...I ,f --:1' 1/1 l J / j )); .0'
/' f1'I,:1...J'-'}t;~' 'l:;/v -. L,<'it/C,.-(/-.A/-,.,,/'ir '.,-'"
i I. /.,
, ,Ii tR'"
"'-"----.. '-deffrey D. Hollenbush, Supervisor
Document Processing Unit
Inheritance Tax Division
\, I/, - e:2c:2.3 -- ;/
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
RecO(UC~U
ReQ\':.,tr:F
.,~ of
.01 O\e 27 mo :11
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
EDMUND G MYERS ESQ
JOHNSON ETAL
PO BOX 109
LEMOYNE
12-17-2001
JOHNSON
07-12-2000
21 01-0369
CUMBERLAND
101
*
REY-1547 EX AFP (12-00>
JOYCE
J
PA
Clerk- ~,,,-,n'
P A q"'~~f ~ j W ,-.
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 ~
RE-V = iS4-j-ix--AFP--("i'2-:oO-r-Noy-ici--OF-.rtiHEifiTAifci-y-AX-A-PPRA-isEi'-ENT~--Aii-oWANCi-cfR----------- - -- - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF JOHNSON JOYCE J FILE NO. 21 01-0369 ACN 101 DATE 12-17-2001
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. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage 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)
61,738.50
.00
.00
.00
8.817.84
.00
65.821.48
(8)
10,438.57
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 Abh 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. 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:
.00 X 00 = .00
.00 X 045 = .00
54,067.49 X 12 = 6,488.10
65,821.48 X 15 = 9,873.22
(19)= 16,361.32
6.050.28
(1lJ
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
136,377.82
16.488 REi
119,888.97
.00
119,888.97
PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
10 11 2001 CDOO0380 .00 10,319.50
10-11-2001 CDOO0381 735.51- 6,781.36
TOTAL TAX CREDIT 16,365.35
BALANCE OF TAX DUE 4.03CR
INTEREST AND PEN. .00
TOTAL DUE 4.03CR
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
1ft; -' Jd 3- 'I
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*
c//
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
REY-IU7 EX AFP el2-00l
Rce;
.02 FED 1 3
0110 :47
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-28-2002
JOHNSON
07-12-2000
21 01-0369
CUMBERLAND
101
JOYCE
J
EDMUND G MYERS ESQ
JOHNSON ETAL
PO BOX 109
LEMOYNE
C;Si
Amount Remitted
P AG\:If(f4'S,
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE3 PA 17013
NOTE: To insure proper credit to your account3 submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iffv: i 6cfj-Ex--AFP--fi'2-:ooY------...--iNifERITANCE--YAX--STA-fEMENY-O-F'-AC-couN"f--.-..---------------- - - ---
ESTATE OF JOHNSON
JOYCE
J FILE NO.21 01-0369
ACN 101
DATE 01-28-2002
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE3 APPLICATION OF ALL PAYMENTS3 THE CURRENT BALANCE3 AND3 IF APPLICABLE3
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 12-10-2001
P R I NC I PAL TAX DUE: ................................,....................................................................................................
163361.32
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-11-2001 CDOO0380 .00 103319.50
10-11-2001 CDOO0381 735.51- 63781.36
01-14-2002 REFUND .00 4.03-
TOTAL TAX CREDIT 163361.32
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE3 SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $13
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)3
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
C,V/
STATUS REPORT UNDER RULE 6.12
Name of Decedent: JOYCE J. JOHNSON
Date of Death: July 12, 2000
Will No.
2001-00369
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes No X
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: Unknown
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date: lJ Ig/V1/'
~J:i~/
Signature
Edmund G. Myers, Esq.
Name (Please type or print)
Johnson, Duffie, Stewart & Weidner
101 Market st., P. O. Box 109
Address Lemoyne, PA 17043-0109
(717) 761-4540
Tel. No.
Capacity: Personal Representative
x Counsel for personal
representative
(MAH:rmf/AM3)
cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 6/13/2002
SANDRA N SPADAFORE
115 MOUNTAIN VIEW DRIVE
ENOLA, PA 17025
RE: Estate of JOHNSON JOYCE J
File Number: 2001-00369
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: 7/12/2002
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
(}J;AAd r!. ~;J.u ~
JNv~7 . IJ~
MARY C. LEWIS r I
REGISTER OF WILLS
cc: Aile
Counsel
Judge
[/t(
0" ,.
/'
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM
YEARLY UNTIL COMPLETION.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: JOYCE J. JOHNSON
Date of Death: JULY 12. 2000
Will No.: 2001-00369
Admin No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ~ No
2. If the answer is No, state when the personal representative reasonably
believes that the administration will be complete:.
3. If the answer to NO.1 is yes, state the following:
A. Did the personal representative file a final account with the Court?
Yes No ~
B. The separate Orphans' Court No. (if any) for the personal
representative's account is:.
C. Did the personal representative state an account informally to the
parties in interest? Yes ~ No
D.
Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans'
Court and may be attached to this report.
~~L
~ -< -(., /rhZfL-.,
Signature I
Edmund G. Myers, Esq.
Johnson, Duffie, Stewart & Weidner
301 Market Street, P.O. Box 109
Lemovne. PA 17043-0109
Address
Date:
~/v 200.?
I :,.
(717) 761-4540
Telephone No.
Capacity: Personal Representative
~ Counsel for Personal Representative