HomeMy WebLinkAbout01-0419
Estate, of Pauline G. Eckerd
also known as
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
No. ;),1- (J /-1./ I Cj
, Deceased
Social Security No. 193-36-2899
Janet M. Wa1ter(former1y Malone)
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW:)
[!] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut rix named in the last Will of
the Decedent, dated 12/09/1981 and codicil(s) dated None
By Renunciation dated April 5, 2001, same being filed simultaneously herewith,
Lee E. Eckerd renounced his right to administer the Estate.
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:
NIA
D 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:
I
Name
Relationship
Residence
I
(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 770 South Hanover Street, Borough of Carlisle
(list street, number, and municipality)
Decedent, then ~years of age, died 02/16/2001 at Borough of Carlisle, PA
(Location)
Decedent 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
12,000.00
$
$
$
$
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
letters in the a ro riate form to the undersi ned:
Si nature T ed or rinted name and residence
M. Walter(formerly Malone)
wick Circle, Mechanicsbur , PA
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Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc.
Form RW-1 (1991)
Oath of Personal Representative
Commonwealth of Pennsylvania
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 of Petitioner(s) and that, as personal representative(s) of
the Decedent, Petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
April 2001.
~M. Walter(fOrme~ Malone} .
1 ,dm. u/A);v f'
J/ i~
\{}htP4>1/j -: j
p~)?1at1A<-€-
before me this 20 thiay of
No.
21-2001-419
Estate of Pauline G. Eckerd
Deceased
Social Security No: 193 - 36 - 2899 Date of Death: 02/16/2001
AND NOW,
April 26th.
2001 . 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
Janet M. Wa1ter(former1y Malone)
in the above estate and that the instrument(s) dated
12/09/1981
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
letters. . . . . . . . .
$ 50 . 00
Short Certificate(s). (.4.) .
Inventory.
$ 12.00
$ 5.00 Attorney: James D. Bogar, Esquire
$ 1.0. No: PA 19475
$ 3.00 Address: One West Main Street
$ Shiremanstown, PA 17011
$ 5.00 Telephone: 717/737-8761
$
$
Renunciation.
Affidavits (
Extra Pages ( 1 ).
Codicil. .
JCP Fee.
Other . .
75.00
TOTAl. . . . . . . .. $ MAILED LETTERS TO ATTY. l3CGAR
Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems. Inc.
Form RW-1 (1991)
This is to certif" thar the inr()rmation here given is correctly copied from ,il1 original certificate of death d,ul)' flied with me as
Local Registrar.' The original certificate will be forwarded to the Sute Vital Records GRice for permanent f-Iling.
, L
WARNING: It is illegal to duplicate this copy by photostat or photograph.
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21-2001-419
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COMMONWEALTH Of PENNSYLVANIA. DEPARTMENT Of HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
TYPElPRINT
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Janet M. Walter
II Annie Barrett
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To the beet o' my knowtedgft, de.th occurred ,II IN time, date. and plac.. and due to the C.ilUM(_),Ind manne' n 11.;Iled
.MEDICAL EXAMINER/CORONER
On the bal's of ...mtneUon andJor investi9~lton. in my opinIon, death occurred allhe time. date, and place, and due to Ihe cause(s) and
manner as stated . . . . . . . . . . . . .
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21-2001-419
LAST '~'lILL AND TESTAHENT OF PAULINE G. ECKERD
T, ?ATTLT~\rE G. ECKEHD, of the Borough of }"Iechanicsburg,
COl.Xnt;l of Cumberland and State of Pennsylvania, being of sound
and dispostng mind, memory and lJnderstanding, do make, publish
an~ declare this ~y L~st Will Rnd Testament.
1.
I d iree t t h.e pa:,rment of a 11 my jus t debts and fnneral
ex!'enses as soon after my decPf-lse as the same Gan be converdently
done.
2.
T give and bequeath the sum of One Thousand (~l,OOO.OO)
Dollars to the IJ[issionary Alliance Church, of 800 South i"!arket
Street, Mechanicsburg, Pennsylvan5.a.
3.
I give and bequ.eath the sum of One 'rhousand (;r.;I,OOO.OO)
Dollars apiece, to each of my grandchildren who are living at
the tt~e o~ my decease.
4.
I direct that the inheritance tax on all of the a~ove
beql1E!sts be paid 01lt of' my residuary estate.
5.
.. sive, devi.se and bequeath all the rest, residue and
remainder of my estate, real, personal and mixed, whatsoever and
wheresoever the same may be situate, to my two chilrl~en) to wit,
my daughter, Janet M. ~alone, and my son, Lee E. Eckerd, share and
-J_-
~
share alike, per stirpes.
LASTLY, I nominate, constitute and appoint my two children,
the aforementioned, Janet M. Malone and Lee E. Eckerd, Co-Executors
of thi.s my Last Will and Testament.
!.~J vJIrrNESS 1,.vHEFEOF, I have herel1llto set my hand and seal
this ~ day of D~cember, A. D., 1981.
/~~~~,~ Yt ZdIe~~ ·
Pauline G. Eckerd
(SEAL)
Signed, sealed, puhlished and declared by the above named,
Pauline G.H~ckern, e.s and for her Id:tst Will 8.nd Testament, in the
presence of 1.1S, who bave subscribod our names hereto as wi tnesse~,
at the reqllest of' said testatrix, in her presence and in the
presence of each other.
'......
-2-
RENUNCIATION
21-2001-419
In Re Estate of
Pauline G. Eckerd
deceased.
To the Register of Wills of
Cumberland
County, Pennsylvania.
The undersigned, Lee E. Eckerd, Co-Executor
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
Testamentary
be issued to Janet M. Walter, formerly Janet M. Malone, as the sole
surviving Executrix.
WITNESS
his
hand this
s
day of
~ (' R~ \
,:J~ 200.1
ol:?~P~)
Lee E. Eckerd
33 Prospect Road
Plympton, MA 20367
(Address)
(Signature)
(Address)
(Signature)
(Address)
21-2001-419
REGISTER OF WILLS OF CTJMRRRLAND COUNTY
OATH OF SUBSCRIBING WITNESS
J. Robert Stauffer
~lldi~k
(aack) a subscribing witness to the will presented herewith, (xaclI) being duly qualified according to
law, depose(s) and say(s) that he was present and saw
Pauline G. Eckerd
the testatrix , sign the same and that he signed as a witness at the
request of testat r i x in her presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Mechanicsburg, PA 17055
Sworn to or affirmed and subscribed before
me this J Jr day of
fJpllI'- ~ 2001
/Yl ~ f Whvt:.
Notary Public ~~~
My Commission Expires:
(Address)
(Name)
"'(1J{\a\ S6ai . . \
Malt!'1i' f. ~_~\s. !'l6otary p\';Oitc
.,---~#/.-"",'i(' \?(W). CL'("~r~"\~ Count\' \
.........-W'Jt.--.~ ..1 ...' ' _,,-,
My Cunm!ssio.: E,(pfr~ l'tC.... 1;. 4....{)'
t .\el~;;:~' ;)(lnn:.v :~J;;:::;~~';;~~') :ai :e~
Nolan ari .. ~""
Marilyn E. Wiltiam6. Notary P\Jbiic
MedWricSburg Bora, cumberlcJn~ County
My Commission Exp~res Nov. o. ~OO1
Member. Pennsylvai1~ Association of Notarie~
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
familiar with the signature of
codicil
testat of (one of the subscribing witnesses to) the will presented herewith and
codicil
that believes the signature on the will is in the handwriting of
to the best of
knowledge and belief.
Sworn to or affirmed and subscribed before
me this day of
19_
(Name)
(Address)
Register
(Name)
(Address)
-
\
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: Pauline G. Eckerd
Date of Death: February 16, 2001
Will No. 21-01-0419
Admin. No.
To the Register:
I certify that notice of 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
April 30, 2001:
Name
Address
Lee E. Eckerd
33 Prospect Road
Plympton, MA 20367
50 Warwick Circle
Mechanicsburg, PA 17055
Janet M. Walter (formerly
Malone)
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except:
None
J es D. Bo ar, Esquire
One West Ma n street
Shiremanstown, PA 17011
(717) 737-8761
Capacity: Personal Representative
X Counsel for Personal
Representative
Date: April 30, 2001
~
J
IMPORTANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE
ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE.
Whether you will receive any money or property will be
determined wholly or partly by the decedent's Will. If
the decedent died without a Will, whether you will
receive any money or property will be determined by the
intestacy laws of Pennsylvania.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA
In re Estate of Pauline G. Eckerd, Deceased, Estate No. 21-01-
0419
TO: Lee E. Eckerd
33 Prospect Road
Plympton, MA 20367
Please take notice of the death of decedent and the grant of
letters to the personal representative(s) named below.
The Decedent, Pauline G. Eckerd, died on the 16th day of
February, 2001, at Carlisle, Cumberland County, Pennsylvania.
The Decedent died testate (with a Will); or
The Decedent died intestate (without a Will).
The personal representative(s) of the Decedent is/are:
Name
Address
50 Warwick Circle
Mechanicsburg, PA 17055
Telephone
717-766-3472
Janet M. Walter
If the Decedent died testate, the Will has been filed with
the Office of the Register of wills of Cumberland County, One
Courthouse Square, Carlisle PA 17013. Telephone No. 717-240-
6345.
If the Decedent died intestate, a Petition for the Grant of
Letters of Administration was filed with the Office of the
Register of wills of Cumberland County, 1 Courthouse Square,
Carlisle, PA 17013. Telephone No. 717-240-6345.
If the Decedent died testate, a copy of the Will is
attached. A copy of the will or Petition may be obtained by
contacting the Register of wills and paying the charges for
duplication.
Date: April 30, 2001
Ja es D. B gar, Esquire
One West ain street
Shiremanstown, PA 17011
717-737-8761
Capacity: Personal Representative
X Counsel for Personal
Representative
.
Register of Wills of
CUMBERLAND
County, Pennsylvania
INVENTORY
Estate of Pauline G. Eckerd
No. 21-01-0419
Date of Death 02/16/2001
also known as
,Deceased Social Security No. 193-36-2899
Janet M. Walter,
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned
no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this
Inventory. I /We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein
are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
1.0. No.:
19475
Signature:
Name of
Attorney:
James D. Bogar Esquire
Signature:
Address:
One West Main Street
Address:
50 Warwick Circle
Shiremanstown, PA 17011
Mechanicsburg, PA 17055
Telephone: 717/737 - 8761
Telephone: 717/766 - 3472
11/08/01
Dated:
Description
Value
(See continuation page(s) attached)
(Attach additional sheets if necessary)
Total:
12,119.60
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems.lnc.
Form IIRW-7 (1992)
"
INVENTORY
Estate of:
Date of Death:
County:
Pauline G. Eckerd
02/16/2001
Cumberland
CASH:
PNC Bank, N.A. - Savings
Account No. 5000909882, date
of death balance $2,248.72
2,248.72
PNC Bank, N.A. - Savings
Account No. 5030031994, date
of death balance $135.63
135.63
2,384.35
STOCKS/LISTED:
60 shares AT&T - Common stock,
Certificate No. ZQ7611-9943
1,301.40
156 shares BellAtlantic
Corporation (now Verizon) -
Common stock consisting of
Certificate Nos.
ZQSS26437757 (78 shares);
ZQ2575-3448 (39 shares); and
ZQ8065-6223 (39 shares)
8,193.12
19 shares Lucent Technologies
Inc. - Common stock,
Certificate No. LU0631821
240.73
9,735.25
TOTAL RECEIPTS OF PRINCIPAL...............
12,119.60
-1-
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
BOGAR JAMES 0
1 W MAIN STREET
SHIREMANSTOWN, PA 17011
n__nn fold
ESTATE INFORMATION: SSN: 193-36-2899
FILE NUMBER: 21-2001- 0419
DECEDENT NAME: ECKERD PAULINE G
DATE OF PAYMENT: 11/09/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 02/16/2001
NO. CD 000511
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $45.40
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TOTAL AMOUNT PAID:
$45.40
REMARKS: JANET M WALTER
C/O JAMES D BOGAR ESQUIRE
CHECK# 1673
SEAL
INITIALS: SK
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
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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
ReCOf_ .
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-31-2001
ECKERD
02-16-2001
21 01-0419
CUMBERLAND
101
of
Recf'~~. -
JAMES D BOGAR ESQ
1 W MAIN ST
SHIREMANSTOWN
.02 JAN-4
P12 :06
*'
REY-1547 EX AFP (12-00)
PAULINE
G
PA U~~-
ClfInberlCt.
Allount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-V :iS4-j-EX--AFP--(i2-:00)--NO~"-icE--OF-iNHEifi;:AifcE-T-Ajc-A-PPRA-isEi'-ENT~--Ai:l-owAirCE-(rR----------- - -- - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ECKERD PAULINE G FILE NO. 21 01-0419 ACN 101 DATE 12-31-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. 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
36,008.91 X 045 = 1,620.40
.00 X 12 = .00
.00 X 15 = .00
(19)= 1,620.40
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
(I)
(2)
(3)
(4)
(5)
(6)
(7)
.00
9.735.25
.00
.00
2.384.35
27.182.31
.00
(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/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
2,293.00
.00
(II)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
39,301.91
:;>>.293 nn
37,008.91
1,000.00
36,008.91
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-15-2001 AA496594 78.75 1,496.25
11-09-2001 CDOO0511 .00 45.40
TOTAL TAX CREDIT 1,620.40
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
{l
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Pauline G. Eckerd
Date of Death:
02/16/2001
Will No.
21-01-0419
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 wi th 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
Cerk of the Orphans' Court and may be attached to this report.
Da te : ~<9-()- g I J.0t? (
James D. Bog Esquire
Name (Please. type or print)
One West Maln St.
Shiremanstown, PA 17011
Address
(717) 737-8761
Te 1. No.
Capacity: Personal Representative
(MAH:rmf/AM3)
x Counsel for personal
representative
! CI
/';" J-"J b- I () :; l,
.~
OFFICIAL USE ONLY
REV-1500 EX + (6-00) REV-1500
INHERITANCE TAX RETURN FILE NUMBER
COMMONWEALTH OF PENNSYLVANIA 21-01-0419
DEPARTMENT OF REVENUE RESIDENT DECEDENT
DEPT. 280601 COUNTY CODE YEAR NUt..t6ER
H....RRISaURCi. PA 17128-0601
OECEOEN1'S NAME (LAST. FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
D Eckerd Pauline G. 193-36-2899
E
C DATE OF DEATH (MM-OO-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE ALEC IN OUPUCA1EWlTH THE
E 02/16/2001 11/19/1906
D REGISTER OF WILLS
E IIF Al'elICABlE) ,uHvIVING SPOUS<: HAM E (LAS . FIRST, AND MIDULt:.INITIA[f SU~IAl SEeUHI rY NU....R
N
T
~ 1. OrIginal Return 2- Supp'ement., Relurn tJ 3. \?,ate of death
I- Remainder Return prior to 12-13-82)
CAPB "x 4. Limited Estate I- 4a. Future Interest Compromise (date of death after 12-12-82) 5. Federal Estate Tax Return Required
HpRL 6. Decedent Died Testate 7. Decedent Maintained a Living Trust ~ 8. Total Numbet' of Safe Deposit Boxes
EplO '-'" '--
CRAC (Attach copy of Will) (Attach copy of Trust)
KOTK 0'. 010. 0 11. Elec::tlon to tax under Sec. 9113(A)
ES Litigation Proceeds Rec::elved SpoUSllI Poverty Credit
(date of death between '\2.-31-91 and 1-1-95) (Anach Sch 0)
"i!r'Tl:lIS'SEC"'(Cl"MOS'.,.ij~::CClMI>(""'''DY~tLCOl'\R''SpCl"DE"C"./I;CON''1t5"""'IALJ;"'AX.I"I'Cll'\M~"ICl"'si-!Oll(b':ijEJjIl'\EC.,."t5i:to~~
P N.....E COMPLETE MAILING AODRESS
C
0 0 James D. Bogar Esnuire
R N FIRM NAME ~f Applicable) One West Main Street
R D
E E Shiremanstown , PA 17011
S N
T TELEPHONE NUMBER
h171717.R7/;1
1. Real Estate (Schedule A) (1) None OFFICIAL USE ONLY
2. Stocks and Bonds (Schedule 8) (2) 9,735.25
3. Closely Held Corporation. Partnership or (3) None
Sole-Proprietorship
4. Mortgages & Notes Receivable (SChedule D) (4) None
R 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 2,384.35
E (Schedule E)
C
A 6. Jointly Owned PropertY (Schedule F) (6) 27,182.31
P 0
1 Separate Billing Requested
T 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None
U
L (Schedule G or L)
A
T a. Total Gross Assets (tolai Lines 1-7) (a) 39,301. 91
I ,. Funeral Expenses & Administrative Costs (Schedule H) (9) 2,293.00
0
N 10. Debts of Decedent. Mortgage Liabilities. & Liens (Schedule I) (10) None
11. Total Deductions (total Lines 9 & 10) (11) 2.293.00
12. Net Value of Estate (line 8 minus Une 11) (12) 37,008.91
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) 1. 000.00
made (Schedule J)
14. Net Value Subiect to Tax (line 12 minus Line 13) (14) 36,008.91
C SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
0
M
T P 15. Amount of Line 14 taxable at the spousal tax
U
A T rate, or transfers under Sec. 9116(aX1.2) X .0 0 (15) 0.00
X A 16. Amount of Line 14 taxable at lineal rate 36,008.91 .0 45 (16) 1,620.40
T X
I 17. Amount of Line 14 taxable at sibling rate X .12 (17) 0.00
0
N la. Amount of Line 14 taxable at collateral rate X .15 (la) 0.00
1'. Tax Due (1') 1,620.40
20. 'Fi Im'~\'l~.;Iii;'B~~~:\~'Yi:lIil;;A!\E:R~M"~"tj!l<:\;;~.l'\~I'111!l\:l;~\\~!l;'l1VEI\I>~'!''''Erm,,1
'-""<'<"i' ,-,-, -,,,,,,,_..-,...,< ",'
... ..,nt ..",;"l.: ","l,.;.'> >. BE SURE TO ANSWER ALL. QUESTIONS ON REVERSE SIDE AND:TO RECHECK MATH:"< <: 1; :,j;"m:;:;i.m.l..~'
Copyright (c) 2000 torm software only The LackrM;tr Group, Inc.
Fo,mREV-1500 EX IRev. 6.00)
Decedent's Complete Address:
STREET ADDRESS
770 South Hanover St.
CITY I ST"'TE I ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
1,620.40
1,496.25
78.75
To'al Credits ( A + B +C) (2)
1,575.00
3. InterestlPenatty if applicable
D. Interest
E. Penaily
!i!!iiii
!!!!i!!!
TotallnterestlPenaily ( D + E) (3)
.. "' Line 2 is greater than Line 1 + line 3, enter the difference. Thls is the OVERPAYMENT.
Check box on Page 1 line 20 to request a refund (4) 0 . 00
5. tf Line 1 + Line 3 is greater than Line 2. enter the difference. This is the TAX DUE. (5) 45.40
A. Enter the Interest on 'he tax due. (SA) 0 . 00
B. Enter 'he 'otal of Line 5 + 5.... This is the BALANCE DUE. (SB) 45.40
Make Check Payable to: . REGISTER OF. WILLS!,\GENTd.. . d" ...... . d d" . .. .'
:1 "I '::!: :1' ;':: I ,,1, ;",IIII!!!limml!!!iiiiil!lmmmliii!iJiiiilimiIWlliiililiiil!lmmll1lmmmmllliilililiiiliJ]ljmmmilljllllliilJlmmmliilllliilliIIIIIWiimmmmmmmlililliiiiiiilliiillilll!!ll!illiJi
Iliiiillillllilllmilll!tilil!il!liJJlil!!WlIWll!i!illiiiii1111!iil!!i!llll!llli!iimmmm!1 Ii]
PLEASE ANSWER THE FoLLOWING OUESTioNS BY pLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; . . . . . . . . ~ ~ix
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 r~eiving adequate consideration? . . . . . . . . . . . .. ....... ......
3. Did decedent own an ~in trust fo( 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? . . . . . . . . . . . .' ..........
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
0.00
o
o
o
rn
rn
rn
Under penaltIeS of perjury, \ declare that \ have examined this return, Including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
correct and complete. Dec:laratlon of preparer other than the personal representatfve Is based on all Information of whIch preparer has any knowledge.
SIGNATU F PERSON RESPONSIBLE FOR FlUNG RETURN Janet M. Walter DATE
50 Warwick Circle
- -Mechariic-sbur- -; - PA - - ria 55- - - - - - - - - - - - - h - - -- - - 11/08/01
James D. Bogar Esquire OME
One West Main Street
- - -Shl;:e';';'nst;'~ - - PA - - riOil- - - -- - - - - - - - - -- - - ---
For dates of death on aft r 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% [ .5. 9116 (a) (1.1) (in
For dates of death on or after January " 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) (ji)~ 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 ot 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 .5. 9116( 1.2)
[72 P.S. 9116(aX1)].
The tax rate imposed on the net value of transfers to Of for the use of the decedent's siblings is 12% [72 P.S. 9116(aXl.3)]. A sibling is defined, under
Section 9102, as an individual who has at teast one parent in common with the decedent, whether by blood or adoption.
Copyright (c) 2000 torm software Qnly 'The Lack.~r Group. Inc. Form REV..1SOO EX (Rev. 6-00)
AEV-1503 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX. RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
Pauline G. Eckerd
SS1' 193-36-2899
02/16/2001
21-01-0419
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION UNIT VALUE VALUE AT DATE
NUMBER OF DEATH
1 60 shares AT&T, CUSIP #030177109 - Common stock, 21. 69 1,301.40
Certificate No. ZQ7611-9943
2 156 shares BellAtlantic Corporation (now Verizon), 52.52 8,193.12
CUSIP #077853109 - Common stock consisting of
Certificate Nos. ZQSS26437757 (78 shares); ZQ2575-3448
(39 shares); and ZQ8065-6223 (39 shares)
3 19 shares Lucent Technologies Inc., CUSIP #549463107 - 12.67 240.73
Common stock, Certificate No. LU0631821
TOTAL (Also enter on line 2. Recapitulation) 9,735.25
(If more space is needed. insert additional sheets of the same size)
Copyright (e) 1996 form software only CPSystems, Inc.
Form REV-1503 EX (Rev, 1-97)
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
FtESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
EST ATE OF FILE NUMBER
Pauline G. Eckerd SS# 193-36-2899 02/16/2001 21-01-0419
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorshIp must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
PNC Bank, N.A. - Savings Account No. 5000909882, date of death
balance $2,248.72
VALUE AT DATE
OF DEATH
2,248.72
2
PNC Bank, N.A. - Savings Account No. 5030031994, date of death
balance $135.63
135.63
TOTAL (Also enler on fine S. Recapitulation) $ 2 .384.35
(If more space is needed, insert additional sheets of the same size)
Copyright {c) 19S6 form 'Software only CPSystems, Inc:. Form REV-1508 EX (Rev. 1 -97)
JUN-05-2001 08:24
PNCBANK CIF DEPARTMENT
412 705 0057 P.01/02
~PNCBAN<
Decedent Reporting
Firstside Center
P7-PFSC-4-F
500 First Avenue
Pittsburgh, PA 15219-3128
/SCP
June 4, 200 I
James D. B0881"
One West Main Street
Shiremanstown, P A 170 II
RE: Estate of Pauline G. Eckc:rd, Deceased
SSN: 193-36-2899
DOD: 2/16/2001
Dear Mr. Bogar:
Please find the date of death balances you have requested listed below.
CHECKING ACCOUNT
#5070114911
Established 12/04/1981
PAULINE 0 ECKERD
JANET M WALTER
DOD Balance: $2,684.46 + $0.58 accrued interest
SAVING ACCOUNTS
#5000909882
Established 09/03/1987
PAULINE 0 ECKERD
DOD Balance: $2,248.72 + $0.00 accrued interest
Page 1 of2
A member of The PNC Fin.ilndo1l Services Group
PNC Bank. NA Pittsburgh P~nnsylvania 15265
JUN-05-2001 08:25
PNCBRNK CIF DEPRRTMENT
412 705 0057 P.02/02
~PNCBAN<
#5030031994
Established \\/04/1985
PAULINE G ECKERD
DOD Balance: $135.49 + $0.14 accrued interest
Our omce only provides date of death balances for IRA's, CD's, Ch~king and
Savings account!. We do ~ Financial Transactions or Statement Orders. For
Further Information please call 1-800+BANKER or your local PNC Br:m.ch and
ask to speak with a FInancial Services Representative.
Sincerely,
.
~W1tDlL ~
RacheIle Sciullo
1-800-762-1775
Page 2 of2
A member of The PNC Financilll Services GroM'
PNC Bank NA Pittsbu~h ~nn5Ylv,,"ia 15~65
TOTRL P. 02
REV-1S09EX+(1-97)
CO~~ONWEALTH OF PENNSYLVANIA
INHERITANCE1AX RETURN
RESIDENT DECEDENT
ESTATE OF
Pauline G. Eckerd
SCHEDULE F
JOINTL V-OWNED PROPERTY
551ft 193-36-2899
02/16/2001
FILE NUMBER
21-01-0419
If an asset was made joint within one year of the decedent"s date of death. it must be reported on Schedule G.
A.
SURVIVING JOINT TEN...NT(S) N"'ME
Janet M. Walter
"'DDRESS
50 Warwick Circle
Mechanicsburg, PA 17055
RELATIONSHIP TO DECEDENT
Daughter
B.
e.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY % OF D"'TE OF DE,l.TH
ITEM FOR JOINT MADE Include name of financial Institution and bank DATE OF DE"'TH DECO'S V"'LUE OF
account number or similar IdentIfyIng number.
NUMBER TENANT JOINT Attach deed for Jointly-held real estate. V"'LUE OF ASSET INTEREST bECEDENT'S INTEREST
1 A 12/04/81 PNC Bank, N.A. - Checking 2,685.04 50.00% 1,342.52
Account No. 5070114911,
date of death balance
$2,684.46, accrued interest
$0.58
2 A 10/24/94 PNC Brokerage Corp. - 51,679.58 50.00% 25,839.79
Account No. 3215-6934, date
of death value $51,679.58
TOT"'L (...Iso enter on line 6, Rec.p~u\.tion) $ 27,182.31
(If n'lOre space is needed insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems. Inc.
Form REV-1S09 EX (Rev. 1-97)
~PNCBROKERAGECORP
October 18,2001
James D. Bogar
Attorney At Law
One West Main Street
Shiremanstown, PA 17011
Dear Mr. Bogar,
I am writing in response to your letter to Janet Walter dated 10/08/01 and your recent
phone conversation with my Sales Assistant, Joette Albert, requesting additional
information on PNC Brokerage Acct #3215-6934. I am hoping that the following
information will be helpful to you in resolving any outstanding issues.
The PNC Brokerage Acct #3215-6934 was opened 10/24/1994. It was titled as Pauline
G. Eckerd and Janet M Walter JTWROS.
I have also included a copy of the original DOD Valuation which was sent to you with
your previous request. The DOD values are based on Pauline Eckerd's date of death
being 2/16/2001.
Please let me know if you need any further information on this account.
Since ly,
/ "/
l(liJd~I1tLLL
GretTrimbur
Senior Investment Consultant
A PNC Bank Company
4242 Carlisle Pike Camp Hill Penns'y'lvania 17011
www.pncbrokerage.com
Important Investor Information: Sec!Jr:tirs i]fQkeal;e ::11:(1 '-;lI~<"r 'W")C~K'~.;n,-i oL'r:jr:::s are :JrlN.ded iw ~,~!(
Corp,,, rl':gistered broker-dealer and member SiFC. ?~jC Brr)~e',;rJe C irp i, .I sI.II;'idi,wj or PNC Sc;nk, :~~lil)l",1
\'11'.\('11 \;, not" broker-Mealn
:1 :~~,~\:L:::),.'~I~~~-=,=
ESTATE OF PAULINE G. ECKERD
(DOD VALUATION 16 February 2001)
The information provided in this report is believed to be
reliable, but its accuracy cannot be guaranteed.
A mean price is calculated as an average of the high and low
on the valuation date when available. If these prices are not
available, such as on weekends or holidays, the mean price is the
inversely weighted average of the high and luw on the nearest
trading dates before and after, when these prices are available within
one week of the valuation date. If actual trades are not available, the
nearest bid and ask prices are substituted. Note that securities
traded on the Toronto Exchange are in Canadian dollars.
If an equity is ex-dividend for a cash distribution on or before
the valuation date but is of record after the valuation date, the
dividend is included in the valuation report and is added to the
security's value. This is reported as an adjusted value on the report.
If the date of death is on or after the record date and the dividend is
payable after that date, the accrued dividend is listed separately on
the report and added to the portfolio's total value.
Prices for which daily updates are not available are priced
according to a Corporate Pricing Cycle. These pricing dates occur
on the last business day of the week, and the last business day of the
month, unless the end of the week update falls within three business
days or less, of the end-of-month update.
Prepared 29 August 2001
UOl..Jt"\I'-
2.tate Valuation
Date of Death:
Valuation Data:
Processing Dat.:
02/16/2001
02/16/2001
09/29/2001
SJlute ~: Pauline G. .&ekerd
~Ubt: 32156934
bport 'l'yplil: Data of Death
N\m\ber of Securi.t.iQ.~ 4.
File In: Bckard, Paulin.
Shan.
or Par
Seeurity
D..cription
)C&an U1d./ or
Adju!lt:mant..a
Security
Value
I}
747.217 ~ ros (0919.27614.; CB!BX}
llALANCED INV B
lIASIlAQ
lS.420000
11,522.09
2)
364.947 iLACKBCCX FeS (091929794; BRMBXI
MICRO CP ZQ B
lIASIlAQ
21. 730000
7,930.:10
31
1095.367 iLACKBCCX ros (091927863; CINllX)
SEUC'I BQ IN ~
lIASIlAQ
14.180000
15,390.50
4)
1267.823 BLACXROCK FeS 1091927582; BLGBX)
L caw ZQ INV B
l<ASD1.Q
13.280000
16,836.69
$51.679.59
Page 1
1'hi. report n. produced with ZIt.at.aVal, . product ~ utate Valuation.s , pricing Sylltlilll8, Il'lc. If you have question.,
pllilue contact rn Sys-c.u at (818) 313-6300. (Rlrriaion 6.3.2)
REV-151t EX +(1-97)
SCHEDULE H
FUNERAl EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCET~ RETURN
RESIDENT DECEDENT
ESTATE OF
Pauline G. Eckerd
02/16/2001
FILE NUMBER
21-01-0419
SSfF 193-36-2899
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Slreet Address
City State Zip
-
Year(s) Commission Paid:
2. Attorney's Fees James D. Bogar Esquire 1,400.00
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 75.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 Register of Wills - Short certificates 18.00
2 RESERVES: Costs to conclude administration of Estate including 800.00
filing fee for PA Inheritance Tax Return and Inventory, First anc
Final Account and preparation of 2001 Personal and Fiduciary
Income Tax Returns
TOTAL (Also enter on line 9, Recapitulation) $ 2,293.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems.lnc.
Form REV-1511 EX (Aev.1-97)
AEV-1513EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Pauline G. Eckerd
SCHEDULE J
BENEFICIARIES
SS# 193-36-2899
02/1612001
FILE NUMBER
21-01-0419
H~I.A T10NSHlP TO DEC~l\~N r AMOUNT OR SHARE
Do Not List Trustee(sl OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (Inelude outright spoosal distributions. and
transfers under Sec. 9116(a)( 1.2)]
1
Lance Eckerd
Box 1435
Zuni, NM 87327
Grandchild
Specific
bequest of
$1,000.00 per
Clause 3
2
Lee E. Eckerd
33 Prospect Road
Plympton, MA 20367
Son
Rest, residue
and remainder
of Estate
3
Cheryl Haselden
508 Rush Road
Fayetteville, NC
Grandchild
Specific
bequest of
$1,000.00 per
Clause 3
28305-4918
4
Paris Hepner
1036 East Winding
Mechanicsburg, PA
Grandchild
Specific
bequest of
$1,000.00 per
Clause 3
Hill Road
17055
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18. AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Missionary Alliance Church - Specific bequest per Clause 2
1,000.00
TOTAL OF PART 11- ENTER TOTAL NON- TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
Copyright (cl 2000 form software only Th" Lackner Group,lnc.
1,000.00
'",m REV-1S13 EX IR~. '-00)
Estate of: Pauline G. Eckerd
Soc Sec #: 193-36-2899
Date of Death: 02/16/2001
Continuation of Schedule J, Part I
(Taxable Bequests)
Item
iF
Name and Address of Beneficiary
Relationship Amount or
Share of Estate
5 Ty Malone Grandchild Spec iilc
1346 W. Granville, Unit 2 bequest of
Chicago, IL 60660 $1,000.00 per
Clause 3
6 Diane Stovall Grandchild Specific
1381 Triplett Road bequest of
Cleveland, NC 27013 $1,000.00 per
Clause 3
7 Janet M. Walter Daughter Rest, residue
50 Warwick Circle and remainder
Mechanicsburg, PA 17055 of Estate
LAST WILL AND TESTAMENT OF PAULINE G. ECKERD
I, PAULINE G. ECKERD, of the Borough of Mechanicsburg,
County of Cumberland ano State or Pennsylvania, being of Bound
and disposing mind, m~mnry and understanding, do make, publish
ann declare this my Last Will Rnd Testament.
1.
T dtrect the pfr:rmAnt of all my just debts and funeral
expenses as soon after my deep-nae as the same can he convenlently
done.
2.
I r,ive and bet'}11ARth the sum of One Thousand t$1.,OOO.OO)
Dollars to the Misstonary A.llia.nce Church, of 800 South Market
Street, Mechanicsburg, PennsylvanIa.
3.
I give and bequeath the sum of One Thousand ($1,000.00)
Dollars apiece, to each of my grandchildren who are living at
the time of my decease.
4.
I direct that the inheritanoe tax on all of the above
bequest~ be paid out of my residuary estate.
5.
I ~lve. devise and bequeath 0.11 the rest. residue and
remainnel' of my estate. real. personal and mixed, whatsoever and
whereSOev6r the same may be 81 tuate, to my two chilol"en, to wit1,
my dauRhter, Janet M. Malone, and my son, Lee E. Eckard, share and
-1-
share alike, per stirpes.
LASTLY, I nominate, constitute and appoint my two children,
the aforementioned, Janet M. Malone and Lee E. Eckard, Co-Executors
of this my Last Will and Testament.
IN WITNESS WHEREOF, I have hereunto Bet my hand and seal
this ~ day of D~cember, A. D., 1981.
;gGG~Y1L 11?' JLe-ul, ,
Pauline G. Eckard
(SEAL)
SiGned, sealed, puhltshed and declared by the above named,
Paullne i1. Eckard, as and for her Last Will and Testament, in the
presence of us, who have subscribed our names hereto as witnesses,
at the request of said testatrix, in hAr presence and in the
presence of each other.
-2-