HomeMy WebLinkAbout01-0649
PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
Estate of /VJt:::tYj t::ur~ C E. l.eva,rfo
also known as
No. 21-01-649
To:
Register of ~lls fqr the j
County of LVrv? bcr la rlCl in the
Commonwealth of Pennsylvania
Deceased.
Social Security No. 159- 2 '1- is 7/
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older, appl
for letters of administration
on the estate of
(d.b.n.; pendente lite; durante absentia; durante minoritate)
the above decedent.
Decendent was domiciled at death in Cu m be" Ie- "d COJ!!1ty, Pennsylvani~, with
hel' last family or principalresidence at 417 S!b 5"+./ New L",,v! 6erl4-l'1o( .
(list street, number and municipality)
Decendent, then '7 Cj'. yea,rs of age) diyd
at /-'o/y SpIrt'/- /.../05jJlrr::.f
M~y (e,
-1'tT 200 I
, ,
Decendent at death owned property with estimated values as folllows:
(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:
$ II; 77'1,00
$
$
$
Petitioner_ after a proper search haL ascertained that decedent left no will and was survived by
the following spouse (if any) and heirs:
pN at:. 1/ t::J C- 0
eV?.r-fo
5 Relationship
011
oYl
4/7 5"tf- !;sidlV~:" G~berla.Y1c1
/~~ S, I'/vle:.. ,. ~#'lO Ie:...
THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the
appropriate form to the undersigned.
i ~i?~
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on '-'
~ ~ {"'-CAr /e..s P. &v~~1-o
19 I..{I 7 5'~ Sf.
3~ N~w CVI'V\.bt!.yl",-rd Pit-
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
} ss
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 above decedent petitioner(s) will well and
truly administer the estate according to law. /J~--
Sworn to or affirmed and subscribed J (!R~ k ' I
before me this 6 th day of
JULY ~2001
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No. 21-01-649
Estate of
MARGARET E LEVARTO
, Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW JULY '0 ~2001 , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
lT IS DECREED that CHARLES P LEVARTO
is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration
are hereby granted to
CHARLES P LEVARTO
in the estate of
MARGARET E LEVARTO
'7p'rC?~,(,~,d;~.IA.~<'y
egIster 0 Wills
FEES
Letters of Administration $ 50.00
Short Certificates( ).......... $ 6.00
Renunciation ................ $ 5.00
JCP $ 5.00
TOTAL _ $ 66.00
Filed .... .;rP.~~ . ~. . . . . . . . .. A.D. Jt9Jillll
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
,
,
Hl0';.80'; REV 91B6
This is to certify that the information here given is correctly copied fro~ an original certificate of death dul~ filed with
Local Registrar. The original certificate will be forwarded to the State Vltal Records Office for permanent fillOg.
me as
WARNING: It is illegal to duplicate this copy by photostat or photograph,
P 7297932
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\",,"~~\.1\\ OF PEl----___
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---.,."J1AfENT \)\ 't.;",'"
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Local Registrar
Fee for this certificate, $2.00
No.
ITEM # II'
SHOULD READ AS FOLLOWS;
~~
tZ'A(/ .:h( ~A-:~
iJ
MAY 0 7 2001
Date
21-01-649
; 43 Rev. 2187
COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
. Cumberland k.E.
DECEDENT'S USUAl 0CClJAI0'l0H
(~..:::.:.::.. "::: ::~:f
.. Binder ..It. Printing
DECEDENT'S MAJt.1HG ADOAESS(Sl,.... c_. _. Z,,~l DECEDENT'S
417 5th Street ~~
New Cumberland, PA 17070 ~~
SEX
2.female
STAlE FILE NUMBER
SOCIAL SECURITY NUMBER
NAME OF DECEDENT (First. Middle. last
1. Margaret E. Levarto
AGE (Las! BitIh<laVl UNDER 1 YEAR UNDER t 011II
Mor1R'lI: o.Y8 tfouts i wtnut..
s. 79 Y... .
COUNTYOFDERH
159- 24 8571
BIRTHPlACE (c...."""
:s..e or fctllql Counby)
Middletown,
g::-oIyl 0
RACe. American IndIln. 8IKk. WhfI.. fI&:.
(~)
1..
White
171t.
DOl
-
Iiwina
Cumberland -..oip? 11..00 ::..."=".::'..
IolOlkER'S NAME If............. _s..""""'l
Unknown
IolNUTAL SlAruS-"""'"
N.~ Man_. Widowed,
~(SpocIy)
1.. Divorced
"c.O ....__..
SURVlVlNG SPOuSE
,,, -.. QMI tnalOIIn name)
11.. SIaIe
.....
New ClImherland
C1Iy-
Unknown Godshall
...
lNFORlAANl'S ___ ADDRESS \so..... CiIyIIi>wn. Sloto. Z" ~l
417 5th Street, New Cumberland, PA 17070
PlACE OF DISPOSITION. _..~..." C'-IIOfy LOCRtON.~, _. ZIIl~
oIOlhIt _
__Sl".O
2001
21c.
Con-O-Lite Crematory Z1~chaefferstown, PA
NAMEANDAllDRESSOFFN:lUTY Parthemore FH & CS, Ine.,
22c.
17088
FD 013-340-L
2311. Uc.
......sCASE REfERRED lO:Dir." EXAMlNERiCORONER? Ji:f
21. ~
t Approximale PART It: aigniAcan1 ~ conIfibutIng 10 dtalh. buI
: interval beCWMn noc.'"'*ing in UW undrIftytn;C&UMl gMtft '" PART ~.
lonMI and deeOl
~
lb.
c.
d.
WERE AUTOPSY FINDINGS
-.uwu: PftIOA 10
COMPLETlOH Of' CAUSE
OF llERH1
DUE 10 (OR AS ACONSEOUENCE 00:
......NER Of' DEArH
DATE OF INJURY
(M"""'. Day. _I
TIME OF INJURY
INJURY AT WORK?
DESCRIBE HOW INJURY OCCURRED.
_II
~
o
D
Homicide
_n1
PenGng Invnligalion
D
o
o ~CE OF INJURY. AI home. f.,m. $I;.... factory, office M.
building. ~. tSp&c"v)
_.
VIII 0 NoD
No~
VIIID
NoD
-...
Could not be determtn8d
3.m~ '?'. t:1t/O /
u.. 21b.
CSl'T1F1EIl1C.oc:J< ""'" enol
-CERTIFYING PHYSICIAN (Phv$IC.at' Ceflllytng cause ~ death when anotf'1e.- ph\lSICoan has pronounced death ana cample\ed Ilem 23)
To'" beet of my Iil;nowhtdge. death OCCUlTed due ID IhlI cau.eca) and manner.. .tate4. . . . . . . . .
211.
"PfIONOUNClNG AND ClRTlfYINQ PHYSICIAN IPhysaan bolh ;.>IOnoufIClfIg oealh and cf/f16lYIflQ 10 CCluSB 01 cSeClth)
To"" Met o' my knowf4tdge, death occurred a........... d.IIl., and place, and due to the nu..,e).net m_nner..a ali11ed
'MEDICAL EXAMIHER/CORONER
On ttw be... of .....",tn.tkM\ andIOf "'lve.ligatlon, in my opinion. d..th oc:curred .t the Ume. da.e, and place. and due to the '.UH(.) and
....n........ I'.ted.. . . . . . . . . . . . ' . . . . . . . . ... . . .. . . . . . . . . . . . . . . .... .. .. '" .. ............................
31..
REGI~R'S SIGNATURE AND NUMBER ~-.L.{J
33 ~~~,A~,,~~--
21-01-649
RENUNCIATION
In Re Estate of
/'( ffl<&-J.\f<€- -,- i=. Lie.. \fAR 10
deceased.
To the Register of Wills of
CUMBEI?U4NO
County. Pennsylvania.
The undersigned
/HONIl\S E. LEV/-\RT01 50n
of
the above decedent. hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
WITNESS
CHAf<-LES P. LEV/4.RlO, SOn
/1 -r- jilt" , . 28'K.
V~--<-I '--. t. () .-- on --- hand this - day of
\.) .
C/cAI &- 2. tNOLFO/?Jj
J 1/ ^' e:..
~:2.00 (
'-'
be issued to
~b~ C;:~
(Signature)
1ft s, l~(}k 0 t. t/l()~ Ii I~
(Address) ~
(Signature)
(Address)
(Signature)
(Address)
E"
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Margaret E. Levarto
Date of Death:
6 May 2001
Will No.
nla
Ad . N 2001-00649 PA NO 21-01-0649
mtn. o.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on 3 Au g u s t 2001
~ame
Address
Thomas E. Levarto, 148 S. Enola Drive, Enola, PA
Charles P. Levarto, 417 N. 5th Street, New Cumberland, PA
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
3 August 2001
Signature
Name ~I!.~~
415 N. 5th Street
Address
New Cumberland, PA 17070
Telephone (71"7) 774-0322
Capacity: ~ Personal Representative
_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
LEV ARTO CHARLES P
417 5TH STREET
NEW CUMBERLAND, PA 17070
__nun fold
ESTATE INFORMATION: SSN: 159-24-8571
FILE NUMBER: 2101-0649
DECEDENT NAME: LEV ARTO MARGARET E
DATE OF PAYMENT: 02/22/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 05/06/2001
NO. CD 000882
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $388.4 7
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$388.4 7
REMARKS: CHARLES P LEV ARTO
CHECK# 1621
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
C//
1
STATUS REPORT UNDER RULE 6.12
Name of Decedent: /J1 Cd}! ?tIe -t E. Le i/ar-f D
Date of Death: t, fYIay 260 I
Will No.
Admin. No. 2.001- OO(,Lf q
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: IVI Ac-
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 ~ 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.
:-fi8QUII1:J
).lJI3:~)
e)~a~;;tu-
Signature
C/frM.lA'::-~ ?r ~vJ4f2-Jo
Name (Please type or print)
tf/ 7 51i~ s-f, NIlW an1lllZ1LlFw p( PA '
Address
Date: 2/12/02-
ell? ) 71 l[... 0 ~ Z. '2
Tel. No.
Capacity: ~ Personal Representative
LZ: Z d ZZ 811 ZOo
Counsel for personal
representative
(MAH:rmf/AM3)
RfY-I!IOOEJlit.OOl
"
COMMONWE.~LTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
OF:=ICIAL USE Oi'ILY
I (p- ~Lf2 - (0
FILE NUMBER
2 I -~-L
COlJNt'YCOOE YEAR
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
.f2..='-r:L__
NUM8ER
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
LEVAf<.TO MARGARE:..! E.
I SOCIAL SECURITI NUMBER
159 - 24 ~57 t
I THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITI NUMBER
NIP< -
DATE OF DEATH (MM.DD,YE,R)
DATE OF BIRTH (MM.DD.YEAR)
DCa "" Pr'l 200 I 02 MP>.R,CH
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST. AND MIDDLE INITIAL)
NIp.,
19'22-
~ 1. Original ".etum
o 4. limited Estate
o 6. Decedent Died Testate (ArtadlCllP'folWtll)
o 9. litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (dale of death ~ltef 12.1Z.aZ)
o 7. Decedent Maintained a Uving Trust {AllachCOll'folTI\ISt}
o 10. Spousal Poverty Credit (dale oldealh between 12.31.91 and 1,'.95\
o 3. Remainder Retum Id~te ofdealh pnor to lZ-13.aZ)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to lax under Sec. 9113(A) (Mach Sell 0)
:'l'HIS.SECr.i.ON,MtisT BE'COM!'LETED;',o.Ll.::,CORRESPONDENCE AND'CONFIDENTIALTAX INFORMATION SHOULD BE DIRECTED TO: i
NAME CHARLES U;VARTO COMPLETE MAILING ADDRESS
Lj 17 N, t:; 1]:1 'S T:
NE..W CUM15G~LAI\JD PI\
FIRM NAME (If"""",) N I A
17070
TELEPHONENUMBERJlIl_174_ 0-:; 12
1. Real Estate (Schedule A)
(1) 0 OFFICIAL USE ONLY
,
(2) 0 ;:....1..... d :lJ
- f!"'
:~~ N (')
0 "
(3)
0 -~'"1
(4) ".,
CD
(5) \2,0110. '\2- "-,
'-..J
(6) D -'~]
>\)
~-.,'l
(7) 0 ~
(8) 12JOlb.97-
(9) 10'1'6.00
(10) 2'2.'isb:~:2.
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule OJ
5. Cash, Bank Deposits & Misce!laneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Misce!laneous Non,Probate Property
(Schedule G or l)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Uens (Schedule I)
11. Total Deductions (total Unes 9 & 10)
12. Net Value of Estate (Une 8 minus Line 11)
, 3. Charitable and Governmental Bequests/See 9113 Tl1Jsts for which an election to tax has not been
made (Schedule J)
(11) ;J?:.'is~.'2.7-
(12) 'is 10:' 2.70
,
(13) 0
(14) ~I 10 ~2.10
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPUCABLE RATES
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15. Amount of Une 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
x,o_ (15)
x.0~(16)
3'6%.lf7
16. Amount of Une 14 taxable at lineal rate
~(p32.10
17. Amount of Une 14 taxable at sibling rate
xl2 (17)
1 a. Amount of Une 14 taxable at collateral rare
x 15 (18)
19. Tax Due
(19)
3g'a'.'f7
20.0
.-> > BE SURE TO ANSWER AU QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's Complete Address:
,
STREET ADDRESS t...jll N '5~ s+.
CITY Ne.w CUM berlcc.V\cA. I STATE PA- I ZIP 17070
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
Total Credits (A + 8 + C)
(2)
3. InteresUPenalty if applicable
D. Interest .
E. Penalty
TolallnleresUPenalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
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.
(SA)
8. Enter the lotal of Line 5 + SA. This is the 8ALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
~~';::;"';~:-7!~~!';:i,'~~3i't"~'S1~':;'~~~f,::,r::;::Er~-*,""?>':;:'~3'~~~~~"'>;~~~~':;','4?'.hrt,/~:io;:;~.~_~i..~~-"'~d'k1?~~~~~~~t:.,.~~~
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.. ......... ............................................................................. D ~
b. retait:1 the right to designate who shall use the property transferred or its income;. ................. ........................ D [L9
c. retain a reversionary interest; or... ..................... ................. .... ................... .............. ....... . ........ D l:&I
d. receive the promise for life of either payments, benefits or care?... ................... ...... ............................. D ~
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....... ............................... ........................ ............................................. D ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ............. D iXI
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ............................................................... .......n.............................. ....... D IXl
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of pe~ury, I declare thai I have examined this relt.lm, induding accompanying schedules and statements, and to the cesl of my knowledge and celief, it is true. correct
and complete.
Declaration 01 preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE 0 FILING RETURN
ADDRESS
411 N. ~ St., NQ..w ('.AJM-bulane!. PI\-
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
17070
DATE
ADDRESS
;;.~""';;:~~&...~-'&~~i'l.:::'~=i.~~-r-::-g?1'~'E~k-'Si'~jr~.i:~~~.L:.s:;:-""'J'J"~'t.\i..<;..:a""""';.~~~~~~"'"..,~~;,;:;.rl\.;:~
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 PS. 99116 (a) (1.1) (i)l.
For dates of death on or after January 1, 1995. the lax rale imposed on the net value of transfers to or for the use of the survIVing spouse is 0% [72 PS. 99116 (a) (1.1) (ii)].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiarj.
For dales of death on or after July 1. 2000:
The tax rate imposed an the net value of Tansfers from a ceceased chtld twenty-one years of age or younger at death to or far the use of a natural parent, an adoptive parent.
or a stepparent of the child IS 0% [72 PS. 99116(aI(1.2)].
The tax rate imposed an the net value of J'ansfers to cr for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116ia}(I)].
The tax rate imposed an the net '/alue at transfers to or for the use of the decedent's siblings is 12% [72 P,S. 99116ia)(1.3J]. A sibling is defined, under Section 9102, as an
individual who has at least one parent In ccmmon with :he decedent. whether by blood or adoption.
1l.~.':::lE)l. .ll.?ll
'*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PEJINSYL V ~N1A
INHERITANCE TAX RETURN
RESlOENT OEC~IJENT
ESTATE OF
fill ARG-AR.E-T E. tJ;VAR TO
FILE NUMBER
::2/-01- foYCf
Inc~ude the proceeds of litigation anc:."'le dale the ~rcc...~ds 'Nere received by the es<ale. All property jointly-owned with the right of survivorship must be disclosed on Schedule
F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATe
OF DEMH
19~2 F"ORD fAIR-MONTI VIN-1f I FAE,P21 B)<CK.Il,0'1'iS3)
.. "lin~# 3Lj2'&2'2.77 102 L~ lSot..D "(127101)
200 .00
2.
C.~RTIt=IC~TE OF 1)~-PDSIT
5"h,-/(,.25
3.
C.rlE.c...l(IN& Aox>uNT
" 110.107
12,01 b."l2..
TOTAL (;:'l~a e!1ler sn line:. F,ec:Cltuiaricn) I s
~.ISIIE;(.ll.'Tl
*'
COMMONWEALTH OF PENNSYL'IA..l.llA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATiVE COSTS
FILE NUMBER
2 I -0 I - ~'i'1
ESTATE OF
M A i((,rA RE-r EO. LEV A rz. TO
Debts of decedent must be reported on Schedule L
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES,
1. PARTHi:. MOR~ HOME:
FVNG-R~L. 1,0 ~2-.oo
B. ADMINISTRATIVE COSTS:
1. Personal Repre~entative's Commissions
Name of Personal Representative (s)
Soc:al SecurITy Numbe~s) I EIN Number of Persona! Representative(s)
Str~t A,ddress
City State Z'p
Year(s) Commission ?aid:
2. Attorney Fees
3. Family Exemption: {If der....edenrs address is not tile some as eairnanfs, attach explanation)
Ctaimant
Street Address
City Slate Zip
Relationship of Claimant to Decedent
4. Probate Fees CD '-. 00
5. Accounlanrs Feo...5
6. Tax Ret:Jm Prepare(s Fees
7.
-
l,oq<5. 00
TOTAL U.iso enler em line 9, Rec:milulalicn) S
(If mare Sp8C2 ~s nEeded, :nsert addlhonal sheets or the same sIze)
HV.\jI1 fX..ll.QJl
'i!l
~~
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
COMMONWEAlTH Of PENNSYWANIA
INHERIT..NCE lAX ~UU~N
~ESIOENT OECEOENT
ESTATE OF
MAR&-A1<IE.T E:.. LEVA/<. TO
Please Print or Type
I FILE NUMBER
I 21-ol-b'1Q
ITEM I
NUMBER
DESCRIPTION
AMOUNT
1. HOL.'{ SPIILIT HOSPITAL, Ac.c-l::.II"U74'1b
2. CPO 2- BILLING- CE..NTER, Acct.OOQtj-004 325100c:003-MP
3. rWTE-RNATIoNAL THERAPeUTIC SVS., P,cd.OOIO-OO47G.!91-
047410-MP
4. 11-\OMA5. 'P. KUNKLE D.O.
S. WEST ~HoR€ €MER<:,E:NC'I I'^E.DICA-L SIIs.,P-cd:. [,,'\s'l'iib
Iq~7.21
(pL/.35
l'-lO.5b
Lj I.IS"'
-12. qS-
TOTAL (Also ~nter on tine 10, Recapitulation)
\ S 2,2.'isG..2.1-
(If more space i~ needed, insert additional ~heef!: of ~oml:! ~jze.)
\, /6 -.;21/.;)- 10
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
CHARLES LEVARTO'02
417 N 5TH ST
NEW CUMBERLANl\;_PA
Curl'
iVil\Y 1 ()
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-06-2002
LEVARTO
05-06-2001
21 01-0649
CUMBERLAND
101
:L4
'*
REV-1547 EX AFP eGl-Of)
MARGARET
E
Allount Relli tted
17070
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=is'4-j-E3f-AFP-foY=02Y-NOYicE--OF-YNHERifANCE-YAX-A-PPRAisEHENT-,--ALLOWANCE-O"R-------------- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LEVARTO MARGARET E FILE NO. 21 01-0649 ACN 101 DATE 05-06-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
U)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
12.016.92
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
UO)
1,098.00
2.286.22
U1>
(2)
(3)
(4)
NOTE:
.00 X
8.632.70 X
.00 X
.00 X
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
12,016.92
3.384.22
8,632.70
.00
8.632.70
00 =
045 =
12 =
15 =
.00
388.47
.00
.00
388.47
(9)=
TAX CREDITS:
". " .n..."'.... . \+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-22-2002 CDOO0882 .00 388.47
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-23-2002 TOTAL TAX CREDIT 388.47
BALANCE OF TAX DUE .00
INTEREST AND PEN. 1. 02
TOTAL DUE 1.02
. 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.)
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
LEV ARTO CHARLES P
417 5TH STREET
NEW CUMBERLAND, PA 17070
------~- fold
ESTATE INFORMATION: SSN: 159-24-8571
FILE NUMBER: 2101-0649
DECEDENT NAME: LEV ARTO MARGARET E
DATE OF PAYMENT: 05/15/2002
POSTMARK DATE: 05/14/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 05/06/2001
NO. CD 001176
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1.02
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: CHARLES LEV ARTO
CHECK# 1670
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
$1.02
MARY C. LEWIS
REGISTER OF WILLS
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRIS8URG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-1U7 EX AFP (01-021
'02
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
.I, E :O~UNTY
ACN
06-10-2002
LEVARTO
05-06-2001
21 01-0649
CUMBERLAND
101
MARGARET
E
CHARLES LEVARTO
417 N 5TH ST
NEW CUMBERLAND
JuU 1 7
Allount Rellitted
PA 1707Q,
Ct
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 RECORDS ~
REY=i60-j-E"i-AFP-("OY:02Y------...-iNHERiTANCE-Tr;i-STATEMENT-O-F'-ACfcouiff--j(..------------------ ---
ESTATE OF LEVARTO MARGARET E FILE NO. 21 01-0649 ACN 101 DATE 06-10-2002
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 DUE. APPLICATION OF ALL PAYMENTS. THE CURRENT BALANCE. AND. IF APPLICABLE.
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-06-2002
PR I NCI PAL TAX DUE: ...........................................................................................................................................................................................................................
388.47
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-22-2002 CDOO0882 .00 388.47
05-14-2002 CDOO1l76 1. 02- 1. 02
TOTAL TAX CREDIT 388.47
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
If PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .00
IE
SIDE 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).
01_00 ~H' Dr nile A D""IJND _ SEE REVERSE SIDE OF THIS fORM FOR INSTRUCTIONS. )