HomeMy WebLinkAbout01-0665
PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
Estate of JOSe/If /I.. C (:-olJE
also known as
No. 21-01-665
To:
Register of Wills for the
County of (~1 f1UftiU ,J'::. in the
Commonwealth of Pennsylvania
Deceased.
Social Security No. i '7 7- (Ij. - 3 9 ,g' I
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older, appl ;'c.5
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 ('I'l./. /)( 6~/ (. if Nt,) County, Pennsylvania, with
h /c::; last family or principal residence at "oJ 1l/./.(11l))/UI-72 S;-f- ('/r-~U ~ c~ .!:,cJ,-Oc,Gff
, (list street, number and municipality) f
<:2/1 fL .1 . .^ 00 i
Decendent, then ().... y~ars of age, died ';f/.A-X-'f ((J , ~ ,
at (} Ifc ;d(.C /1- 0+ (;., 0 D /-f1Jrv\t::-
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:
r; - ~
$ ..7\.0 u 0 - II/7J
$
$
$
Petitioner_ after a proper search h~ ascertained that decedent left no will and was survived by
the following spouse (if any) and heirs:
Name
THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the
appropriate form to the undersigned.
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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.
Sworn to or affirm.ed and subscribed f~~ 3rt #~
before me this 13 th day of
~ JULY, ~2001
~~~~~'~J~.u/~.lQ:<~
RegIster
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No. 2]-01-665
Estate of
JOSEPH A LEONE
, Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW JULY 13 ~2001, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
lT IS DECREED that REBECCA M HESS
is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration
are hereby granted to
REBECCA M HESS
in the estate of
JOSEPH A LEONE
~7'(I ~~~,,/flL) ,o.,...~
Ister of 1 Is
FEES
Letters of Administration $
Short Certificates( ).......... $
Renunciation ................ $
JCP $
TOTAL _ $
Filed .,. .J:l.)"l;..r. .U). . . . . . .. A.D.
60.00
3.00
5.00
5.00
73.00
~
ATTORNEY (Sup. Ct. 1.0. No.)
ADDRESS
PHONE
H J 05.805 REV 9/86
This is to certify that the information here given is correctly copied fron: an original certificate of death dul~ filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
~~.~~~~
Local Registrar
Fee for this certificate, $2.00
p
7402800
AUt IIi. 9 200'
Date
21-01-665
H105.14.3Rh.2!87
COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
'NT
d-I
NAME OF ceCEDENT IF,r$!, Middle. :..a.,
I. Joseph A. Leone
AGE (laSl8~} UNDER 1 YEAR
Montl'\j Oays
SEX
2. M
STATE ~Ilf NUMBER
SOCIAL SECURITY NUMSeR
~NT
""
,. 177
14
UNDER 1 DAY
Hours MirM..
PlACE OFOE~HICN.>ckonlyf)f'4! u iee'nSlfUChon!lon~! $ICe;
HOSPITAl:
Carlisle, PA In"..._ 0
7. ...
FAClllT'l' NAME (If not ,nsM\.JIl()f'l. gill'! ,Ileet and oumbefl
BIRTHPLACE :C,ty and
StIlle at Fcreogn Counny)
80
v".
=".,,0
..
COUNTY OF oe..<I'H
11.. Slale
PA
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Cumberland _1 ,,0.0 :;.,,-=.:::::.,
MOTHER'S NAME (First ~. Maiden Surrwne)
Esther Wise
MARITAl STATUS. MarNd
N~M."ied.W~.
Divorced 1SPf!'C1fy)
14. Widowed 1S. -
"c.g] ....._....in North Middleton
RACE. Amencan In<Un. BlKII., Whit.. !fCC.
I_I
1..White
SURVIVING SPOuSE
("........QIY8~fIamlIl
WIoS DECEDENT EVER IN
U.S. ARMED FQACES?
'fU KI No 0
".
......
801 N. Hanover Str.
,..Carlisle, PA 17013
FRHER'S NAME (Firll. MlOdIe. Lasll
to. J arres Leone
IHFOAMAHT'SNAI.tECT_""
_ Ma Anne Eckhardt
METHOD 01' DISPOSITION
....... 0 C.........1Kl
_0 ""*lSI>e<"'"
"L
StGHAl'UAE OF FU
'71>,
Cityl'bon:t.
to.
INFORMANT'S MAIUNG ADORESS (StrIM" CityITovrrn. State. Zip Code)
. . 89 Corbett Rd., Underhill, vr 05489
PLACE OF DISPOSITION. Name of Cemetery, CrematOty lOCATlON . CitylTown. Slate. Zip Cod.
or OIrwr Plact
Harrisbur , PA 17109
~..~
24. M. 2$.
27. MAT I: Ent... 1M di..ases. injunes or c:omptieMo. whid'l caused the death. 00 noc enter the
LiSt onty one e&uM on each line.
Ctrthrd! Jf:~f e.J 1",,-
DuE 10 (Ofl AS A CONSE UEHCE 0Fj,
l:
WERE AUlOPSY 'INOtNGS
1MlJLA81E Pft~ to
COMPlETION OF CAUSE
OF DE1JH1
DUE TO (OR AS A CONSEQUENCE Of)"
OUE 1O(Ofl AS ACONSEOUENCE 0Fj,
MANNEA OF DEATH
DATE OF INJURY
(Monlh, Day. ~arl
TIME OF INJURY
INJURY JJ WORK?
DESCRIBe HON INJuRY OCCURRED.
v.. 0
No)€
SuiciOl
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HomiCicM
....ident
Pending In....Slig.tion
o
o
o Pl~:CE OF INJURY. AI home. larm~;"I.lac'lOfy. otfIc:e M.
buildlnt;t. "c. l$pecol>tl
]00.
'1M 0 NoD
N.cur.'
-MEDICAL EXAMINER/CORONER
On tM be,i, of e..minlflon andJOf' Inv"UgltiOn. In my opiniOn. duth occurred It the lime, date, and place. .nd due 10 the cluse(i.) and
mann4H'.lstated......................,......... ..... ..... .........,........ ........ .... .....,.. ....,... ...
31a.
REGISTRAR'SStGNATUAEANO~ . ,,~... . "j t\..I
~ 'r\o ~\..-<:JN .l9..1 \ Idl.' 0 I
o
34.
Could I'lOt be delermmed
.. 2..
ClIn'IFIEA lChedl onty Of'lrel
"CERTIFYING PHYSICIAN (PhySlCt8n cP.t'lltyIng cause d de.th",.,.... another OhvSIC...n has pronounced dea'" ana completed Item 23)
T..... best 0''''' know'-dQe, destf'toc:cuf'r'eld dueto....cau~.I.ndmanM'.. .tated..............................
...
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'PRONOUNCING AND CEATIFYING PHYSICIAN (Physclll" DOfh pr~"'9 C1.alh and Cer1lfytNJ 10 cause 01 deathl
To the best of "'y kl"lOwfedtlt, death occurrM at ttwt u.n.. da'e..net place. and due to the c:suH('land mann.t.. ,,_ted.
o
RENUNCIATION
21-01-665
To the Register of Wills of
deceased.
In Re Estate of
County, Pennsylvania.
The underSign.j), l.U"J h- -k,-- -T 6 D "---' of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
A J~'I V\ i5-t'y('~-k oY'../
be issued to~ -1~ b11 +) ('7_ s ,S
hand this /3 day of ,j- ..vier-. .-il-q:;)
WITNESS
1/r' ,a . l~' "1.1/ () L.
/ (NVJ . /1<-.'_<:' { C.....a .{.. ..e'>-:::r
I (Signature)
3'f, t~J!uP1r<<~
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(AddresS)
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f ( nature)
"it' F aI" (>>-
Iv v;'u'.lJ2i; ,f?4- /7.J-'1/
(Address) /
(Signature)
(Address)
CERTIFCATION OF NOTICE UNDER RULE 5.6(A)
Name of Decedent: :J f!) ~ ~ A _ff !~ tI---.12-
Date of Death: -:s- u;(" t ~ ,;l. 00 I
Will No.:
------ ---
---
Admin No.: ;;< () 0 / - 00 (l'J c;, s
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 .s- ~ r .,;J. (;)) ~ cO 0 / :
Name
Address
i< JJILc.-Cc.. Yh }/e$ 5'rL~or-f) ';).;) YCo ~ /V~-t' /ld /l)../u/.J (,//'/(f' Pc J ?;Jy/
w,o. c( ,>4",.. e E c!dOrf {feo^"" 1 rAJ r bd-f- ed tiN. 'o.rJ,; 12<, R. 'j I B,,>, Pt.!. c'...bN/f-R
1/ T(JsVIt'f
Tames Leo~ lo/) ~4~eI'1 !.Ul(.;~ Cvd.J~ Ib. /70/3
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except ./V / 4-
-J?~ J7J Jf{~
~
Signature
Date:Jo/ /ijo I
f<~ ecc,c In J/e5,.f ( b}..€ )
Name
;< ~ 8<'0 P,M R.d
)Jeu; ""lk Po.. J7)Y!
Address r
//7-/7~--7f7~
Telephone
Capacity: ~ Personal Representative
D Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B0601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
HESS MARLIN 0
2286 PINE ROAD
NEWVILLE, PA 17241
____n__ fold
ESTATE INFORMATION: SSN: 177 -14-3984
FILE NUMBER: 2101-0665
DECEDENT NAME: LEONE JOSEPH A
DATE OF PAYMENT: 08/18/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/06/2001
NO. CD 002912
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1 9.67
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TOTAL AMOUNT PAID:
REMARKS: MARLIN 0 HESS
CHECK#1364
SEAL
INITIALS:
RECEIVED BY:
REGISTER OF WILLS
$19.67
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
,EV.1500fXI6-00!
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
\ 0 - c2. 1-13 - 1'-/
REV-1500
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
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W
(,)
W
C
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
A ~ONe.- J" 0..1
DATE OF DEATH (MM-DD-YEAR)
FILE NUMBER
a~- Oi
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
J 77 - /
OFFICIAL USE ONLY
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NUMBER
p~
DATE OF BIRTH (MM-DD-YEAR)
7 - {g. 0 I ~- / y- ;2 ./
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
/l.J () It! /.'C
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCiAl SECURITY NUMBER
A/(4-
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o 3. Remainder Return (date of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (AltachSch0]
J,
~ 1. Original Return
o 4. lim'lted Estate
o 6. Decedent Died Testate (Attach GO~yofWill\
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a, Future Interest Compromise (date 01 death after 12-12-82)
o 7. Decedent Maintained a living Trust (A\tachcopy 01 Trtlst)
o 10. Spousal Poverty Credit (dale of death between 12-31-91 and 1-1-95)
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(I)
(2)
(3)
(4)
(5)
C'iJ
6
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3044, Iq
~ec...(.
)J/J
?.J?- ?
COMPLETE MAILING ADDRESS
j( ~--e c: <<-: ./?/ &,,;J
,;;.)..~(, r;",pl.d
AJt:vJ,,) 7~ fa- ) "7.-2 f/ /
(8)
(14)
(19)
C:OFFICIAL USE'6NLY "I
i......'
.30<./<-1,1'9
J.<aUIIIL
'J-f'3 '7 _ 0 '8
4?17.0'2_
/1. (.;,7
/ q, [-7
FIRM NAME (II Applitable)
TELEPHONE NUMBER
:J 7:5'
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule Dj
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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)
(6)
(9)
(10)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent. Mortgage Liabilities, & liens (Schedule \)
~lcGl.11
(11)
(12)
(13)
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 SlOE FOR APPLICABLE RATES
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i5. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
'.0_ (15)
, .0 'is- (16)
16, Amount of Line 14 taxable at lineal rate
'--/31 CJ e
17, Amount of Line 14 taxable at sibling rate
'.12 (17)
18. Amount of Line' 14 taxable at collateral rate
, .15 (18)
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREET ADDRESS /0
CITY
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 + B + C ) (2)
0-
(3)
(4)
(5) /96 7
(5A) ~
(5B) -Y/ 9,0 7
3. InteresUPenalty if appiicable
D. Interest
E. Penaity
T otallnteresUPenalty ( D + E )
4. if Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAVMENT.
Check box on Page 1 Line 20 to request a refund
)9 &, 7
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;.....
b. retain the right to designate who shall use the property transferred or its income;..
c. retain a reversionary interest; or...
d. receive the promise for life of either payments, benefits or care?.. ..
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ...
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?..
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . .
Ves
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....0
...0
No
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.......0
.0
...0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Ul1der penalties 01 perjury, I declare lhat I have examil1ed thiS retum, il1cfudil1g acoomparryil1g schedules and statements, and 10 the besl of my knowledge and beliel, it is true,
correct al1d complete
Declaration of pre parer other thal1 the persol1al repres€l1tative is based on all information of which preparerhasal1ykl1owledge
DDR:9- '?{ G
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIV
ADDRESS
DATE
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net varue of transfers to or for the use of the surviving spouse is 3%
[72 P.S. 99116 (a) (1.1) (i)l
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 (aj (1.1) (ii)
The statute does not exemot a transfer 10 a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even
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 paren
or a stepparent of the child IS 0% [72 PS. 99116(a)(1.2)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as a
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-l508 EX + (1-97)
ESTATE OF
'*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
Le-o rJ'2-
IX J. ())- 6 C, -5
COMMONWEALTH OF PENNSYLVANIA
INHERI1ANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
Jos"'fh. /)
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.
VALUE AT DATE
OF DEATH
DESCRIPTION
,:(G? :J'l, S I
Lie Il.cCT t:t= 1(' l ~ 7
5__/!)3'-0
.:{
,) " '
. e. \".:::.(:;-,.'\c:..J....L ~L
!
v\.,.....J- ..........'L-C. I . fY\ \ 'S r1
I ~,
;; j" ( -<' co
J.c l "';"C)
-3
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( '.-'~'-' ., , .'~
"j....I.:'Jt..A_.X;
t\.iCt'CiJ:'P
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TOTAL (Also enter on line 5, Recapitulation) $ ..30 'flj I' 1 q
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX+ (6-98)
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Include unreimbursed medical expenses
ITEM
NUMBER
,.
DESCRIPTION
VALUE AT DATE
OF DEATH
I ./ J)
1, alaI t rt LJ - (!'/.f(;!?CJI en:: 100'0 (-\0 1\1 ~
\ 35(.", I I(
).
Jh.pJ- 1 Pub l,c w~ I~
'~~ ~~ ~d2- ~
~~ r!1-"'''',,\
l;;ts f. 00
TOTAL (Also enter on line 10. Recapitulation) $
(If more space is needed, insert add\tiol'1al sheets of tt\e same sIze)
,;((,(\/ II
REV-1511 EX+ (12-99) \.'
*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
J 0 Sf'.tJf... f} Leo ",e
,
FILE NUMBER
:< J- () I - ~ (p 5
Debts ot decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. _0
~ea.d~ -;> -
B. ADMINISTRATIVE COSTS:
1. Persona! Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number 01 Persona) Representative(s)
Street Address
City State _ Zip
Year(s) Commission Paid:
2. Attorney Fees
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
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $
Of more space is needed, insert additional sheets of the same size)
REV-1513 EX+{9-00)
'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
J os.<i!-.I'J.. A Leo,..J~
FILE NUMBER / r'"
.K /- ())- (j, to =>
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(SI RECEIVING PROPERTY 00 Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 ('1 (1.2)]
1.
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
" NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
,.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
,.
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)
*'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
BUREAU OF FINANCIAL OPERATIONS
ESTATE RECOVERY PROGRAM
P.O. BOX 8486
HARRISBURG, PA 17105-8486
November 07, 2001
REBECCA HESS
PINE ROAD
NEWVILLE PA 17241
Re, JOSEPH LEONE
CIS #, 310143736
SSN, 177-14-3984
Date of Death, 7/6/2001
Dear Ms. Hess:
This is to acknowledge receipt of payment in the amount of $1,251.00
regarding the above-referenced estate. This reflects payment up to the value
of the estate. If any additional funds become available, please contact me.
Your cooperation in resolving this matter is appreciated.
Sincerely,
)XM~L.~
Margaret L. Sohn
Claims Investigation Agent
717-772-6609
717-705-8150 FAX
. .-.... --_.^_._~
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Name of Decedent:
STATUS REPORT UNDER RULE 6.12
:Soi'tiPL H Le-onlt...
,
Date of Death:
1- b- (lJ
Will No.:
Admin. No.: ;11' () /.61,5
Pursuant to Rule 6.12 ofthe 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:
~ No~
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete: 1,- P m~~S
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 0
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 0 No 0
c. Copies of receipts, releases, joinders and approval offormal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
Date:
Signature
'2eb..ec.c..e.
.
Name D A
.:2.;>' F' f' .";--c j<JC
/IJ~-'t / f -{ P ~
Address
W1 N.e.{f
/""")~ yl
7/7- ??6-7':J7...s
Telephone No.
Capacity: 0 Personal Representative
o Counsel for personal representative
Dat2~ 07-04-2002
Et::tt: 1 c-:!ii;2nt
Sallf::'('~ 3E:.i':~i
It: t\'lIi
DEHART'S AUCTION
1 ~~;=;-4 H[)LL~ Y P I ~q:::
CARLISLE, ~IA 17013
71 7' '~.i::::=;i3~'~::.;~3::-~ig
717-~;;;~::i8~-:.5BGi:~
BQ)2-'"8(:)9"'''~~[\21
!=)r~' i c'r;;:
Qty
Mal~Y anne Eckhardt
as cD)'"'bG.,t t: r-cl
Underhill VT 05489
De:, S.CY' i pt ion
Eiche 11
S:::.'lrJing IIla,chine
j"iIE\pl,= dj'esS:.ifi'i""'
fi1:\. r~'f'O'r~'
~'l i j....r...O '1'"
TablE.'
Pipe display cab"
Watch display case-no key
~.JoodfI.'j; d(~:~:.i-;
E.2tsel
tileta.l -::.helves:.
J-< i d.::. c'b,:;:" i 'f"'
~31. at e
Gun )'--2c1-:
L.:h~\:i.{'
Phor,e t:ablE'
bt \"2 f) ~;lr\rt 001
D'r""3fting ta.L'Jle
Wa'::;.,"", tu]:)~,
E;(?wing mElc'hirlt~
~\J oDd d E~' ~:, ]-:
.() d y' E!. hi ? '(" ('.1';--' 2 ~; S e .,".
f)-y"essei""
Pound ill i ,,-'{"o.,"'
3e!:~us:. [Ja:i.nting
Rocking chair-choice
Potty C::{-'l,:~i't...
Tan swivel recliner
Item'~:.
Commission at 35~000%
1
1
J
;.
.x. ..;(;. '~f 1'\) (I t ::. 0 1 cJ ~'r;. -li:' .J;;,
1
1
1
1
1
1
1
"
1
1
1
.,
.,.
*.:':.,"~ Not sold '}:~');,'k
*** Not sold ~**
1
1
1
1
1
1 ~:;~" ~:;t:) c"
*** Not sold ***
i
,
7(1
~:"tniD)~lnt: ~
1 a 1" :l i.~
Less adjustmerlts:
Net d02 to seller:
":"h,:J.nk ~:DU fC'j'-' ChCi()'~:.irl~J .Uf?I'1att'!:: Huct:lC)j"") ::~;El"..,i:i.c.::'i::~
P€:iQf.; ~
Total
1 ~ !ZliZ:
:35" l,?lli)
,-35" liJIl)
~5" IjlZi
2" r,~lZf
~5a~ Quo
5" 12H?<
:::';.:" IZl!2)
1" J~n:)
,~t. ~ i~)JLl
lL}" (..%1
3" ItJlll
"1" l;~HZI
0" ::.;!ZllZIIZ!
::.;" l~1k~
Q)" ;:::;00121
1 i21" 1?l!ZI
.;:~" illIZi
17" QJ1Zi
::)::.\~ Q)!l)
5" J;;')~~'!
1 ~ it)IZl
25 ~ 1211ZI
3~5" It:IIZ1
517 n ~;ei
-''':1;3 j, ~ 1 c:
33t\ ~ 33
r)~::;,t. ;;;.' ~ J;Y; .....j:>~;. '<~:;Z)j;:::;::~
fi0:,t:t: 12riiE:'n~::
~321]' E.,]", ~:36 :!. ':j
It em
.-., , r:! :) - ~ i_I , .- , ~-: ~ -. ., i - , .... .., ." C: -
DEHART'S AUCTION
1 ~:,5l.). H(J:~..1.\" PIhE
CARL,ISLE, PA 17Qf13
71 7~' ;::::=;6-...~iB~:iE;.\
7:l7..~;~:758"-5B13j::::
Mary anne ~ckhsr~dt
,~~ () E~ -- a ':~ '::;1.' i~ 8 ;::~ :1.
[\9 CD "(" t:(Ii".~ t t ";'"-cJ
Undet~hill VT 05489
DEI S.C:'l'~ i
P"("ice
------.---.-------------.---"-----.----------.... ----------------------
i ::)n
DUCIF{
DODF~
Bo){ lot
no:;.; lot
Be:> .....
.,::...0 ,-. ]. C) .j..
v
B 0 )< ]. _.J..
'.JC
B 0 /\ , 0 '(;
Bo .;-i , at
.,
130 >{ 1 0 ~
,
B Cj .~~ c. \)1:-
Bo .., J. c.t
E~ p :;-i }. at:
B " .'., ]. 0 t
t'J () ){ ., 0 ~
'-' .. c
2.0'2'
~~~ ~ ll~H21
1 ~ ;:; ~;;)
1 ~ ::dZI
.x.-it:.{t.
1 ~ l_Zll;:~.
Not :;,010
Cl-!-),mp
Pipe displays-~hQice
Pipe holder/pipes
~3CQnp'2.
Japenese wall hanging
;:~~)" J~J0
\,1 i d c,.J -::;,.'''C)'"'I G:~ Cf2
Pi pe ~:./h old E-'(";::.
t,..I:i de D :;.-..cho i ::'2
:1. ~ 1,)12\
Pipe~jholders/tQbacco
Too I tt-',::I'y'""'m i -:::.c'
L~~ piPE' hD1de'('
SIi:iI.s'::;, elephB,nt.:::.
Bell/fishing bucket
C'("~.i.ft:smC:in f"'Dtal'~' tool
..:j(,) ).;
;:'~)E\\,\'
Tool
To'.)l
[;a,]. i 02.'("::;,
CoffEi'
Tool::_~
1-, _ _n'
I.... ~:.", i I
-;--.:::: C) J. f:i
Pi."Gchc:,',;'-'
::: ,~:::;::\. .,. '::.'
'..! j.;".
UtI'
1
.,
..
1
,
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i
.,'
'.-'
1
1
...:'.:
.-,
,~
1
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1
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-::{. .)t. .}~.
,
,.
2
1
,.
1
,_I
1
i.
1
1
:l
i
1
1
.,
.,.
.,
.,
1
,
"
P-::"lgE' ::
Total
1. (('('1
1 ~ 1/..1f;j
7. iZil2'
7 ~ IluZI
Z~. 00
f.-.~ l~%:)
:;:~ ~5el
;:~~ J51zr
6 ~ 1Z1IZl
. ..3~ 0tiJ
1 u ~.50
3~ !['tiZl
1 ~ ~::,0
3~ l;?IO
:!."7" I;~:fji)
::;,(IZl~ (jO
3" lZJk)
;~~~ ~ ::i III
~::l.. \)It)
;:'.;" lbf~
1 . (~I~:l
::i~ JZ!el
:!. ~ :210
5~ IZlIl.l
tZ\" 5- ~~11i:i\ZI
1. ~ ~7.\lZ1
"~l- ~ i~:lC?1
1.00
1 ~ (](:.I
:l ~ lZl1Z1
2u :;:IIZ!
lD ~ 5lL~\Zl\Z\
1 ~ \LIIZ\
:i ~ '~!.H;:~
t ~:3" D~t.)
.."2;" O~]
.1" illO
1 ~ iZH21
t,). ::i(?iCl/i
:\. ;::::" ::::Z\
~5" ;/\\))
Ewina Brothers Funeral Home
.' t 630 SoUlh Hanover Street; Carlisle. PA 17013
Seymour A. Ewing L.F.D. Phone: 717243-2421 Fax: 717 243~7553 William M. Ewing L.F.D.
STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED. .
Char~es an; pnly for those. item& .that ypu selected or that are reqUired. If we are required by law or by a cemetery or a crematory to use any Items,
wcwlllexpl3mlhereasonsln wrttmg.below. . . . . "", .
lh."j'J selected a funeral that may' requIre embalming, such ~s a funeral with V1CWln.Q;, Y,Oll lllay .have /0 pay JOT embctlmlllg. YOll do not have to nay lorhc1I1bahmng you
dil'l110t approve if you selectea arrangements sueTl as a dIrect cremation or I1nnicl"llate buna!. I we charged for embalming, we WIll explain W y below.
For the Service of: Joseph A. Leone Date of Death July 6, 2001
Charge to: Mary Anne Eckhardt 89 Corbett Rd. Underhill
Name Address City
A. CHARGE FOR SERVICES SELECTED: !radi~~ Itemized Fun.eral Other Clothina
.1. PROFESSIONAL SERVICES
Services of Funeral DirectorfStaff . . .$
Embalming. . . . . . . . . . . . . . . . . . . . .$.
Other Preparation of body
2995.00
-0-
........ J
5i r".TOTAL OF PROFESSIONAL SERVICES. .
2995.00
,". FACILITIES AND SERVICES
Us.", of faciii\ies and Bervices for
Viewing (VisitationlWake). . . . . . $
Use (,f facilities and services for
Funeral Ceremony. . . . $
Use of facilities and services for
!\-~emorial Service... ..........$
Use of equipment and services for
Graveside Service, . . . . . . .. .. . . . .$
Other use of facilities
-0-
A1 $
-0-
-0-
-0-
-0-
.......... .$
SUB-TOTAL OF FACILITIES/EQUIPMENT.
a. AUTOMOTIVE EQUIPMENT
Vehicle to transfer remains to Funeral
Local. . . . . . . . . . . . . . . . . . . . . . . . . . $.
Hearse (Casket Coach)
local.. ..................$
Limousine
Local. . .. . .
.. .$
r.~;.}rnily Car
Lo..:;aL .. .
. . ..$
Plower car or floral disposition
LocaL........ ................$
Lp.ad carfClergy
L.ocal. . .
... $
Car for pallbearers
Local.. . . . . . . . . . . . . . .. ........
Out of ~own transportation.:
. . $
.. .$
$
$
...:Q:
... A2 $
-0-
-0-
-0-
-0-
-0-
-0-
-0-
-0-
-0-
-0-
SUB-TOTAL OF AUTOMOTIVE EQUIPMENT. ........ .A3 $
TOTAL OF PROFESSIONAL SERVICES,
FACII.1TIES AND AUTOMOTIVE
EQUIPMENT. . . . . . . . . . . . . .
3. GHARGES FOR MERCHANDISE
Casket.. . . . . . . . . . . . . . ..
(Description) Cloth Covered casket
.... .$
Outer Receptacle. .. . . . . . . . . . . . . . .
<Of)scriptionU~one needF.d
.$
CiJter burial container. .
([)escription)
............ .$
-0-
(BElal)
(Seal)
0.00
.... A $
2995.00
650.00
-0-
(Purchaser)
VT
State
SUB-TOTAL OF SPECIAL CHARGES.
D. CASH ADVANCED: .
Opening Grave (Estimate} . . . . . . . . . .$ 300.00
..... ..$ ~
Lot and Deed.. ............ .$_---::Q-
Newspaper Notices. Local. . . $ -0-
Newspaper Notices - Out.of-town . . . . . . $ -0-
Telephone & Telegrams. $ ~o-
Airfare. . . .$ -0-
ClergyfMass Offering. . . $ 175.00
Pallbearers. . . . . . . . . . . . . . . . . . . . $ ~O-
Certified Copies of the Death Certificate. $ 10.00
Police Escort......... .$ -0-
Flowers.... fvOPl!.:.............$ -0-
Vault Service Charge. . . . . . . . $ -0-
Cantor $ 50.00
Orqanfst $ 125.00
Coroners Fee $ 25.00
$ -0-
$ -0-
$ --e:Q-
....D $
Cremation Urn.
$
$
. . . .$
(Description)
TOTAL MERCHANDISE SELECTED.
C. SPECIAL CHARGES
FOIwarding of remains to
(Funeral Home)
Receiving of remains from
(Funeral Home)
Immediate Burial. . . . . . . . . . . . . . . $
Direct Cremation. . . . . . . $
$
000
SUB-TOTAL OF ADVANCES. . .
We cl)arQe you for our ~erviGes in obtaining:
(speCify Cas11 advance Items).
None
-0-
-0-
-0-
$
$
$
-0-
-0-
-D-
B $__._650.00
$
-0-
$
-0-
-0-
175.00
-D-
C $_175.00
fiRS on
SUMMARY OF CHARGES:
A. Professional Services, Facilities and
Equipment and Automotive
Equipment. .
B. Merchandise....
C. Special Charges.
D. Cash Advances.
......... $.
. . . . . .$
......... .$
. . . . . . . . . . . . .. $
TOTAL OF ALL SELECTIONS. .
PAID AT TIME OF OR PRIOR TO
ARRANGEMENTS. . .
BALANCE DUE.
REASON FOR EMBALMING
Requested by Family
2995.00
650.00
175.00
685.00
. . . . . . . $ ----1:iJQ...Qll
. . . . $
.... $
4605.00
-100.00
Acknowledgement cards. . . .$. .0.
Hegister Book(s). . . . . .$. -0-
Memorialfolders.............. .....$. -0-
Prayer cards . . . . . . . . .$. ~O-
Temporary grave marker. . . . , . . . . . . . . .$. ~o~
Buria! clothing. . . . . . . . . . . . . .$~----.:Q:
I agroe that I bave examined the terms of goods and services setected above and found tbem to be correct aM acconllog to the arrangements I bave requested. I
acknowledge receipt of a. coCy of tbls Statement of Funeral Goods and Services Selected. I represent that I have sufficient funds available for payment of the cash
price [orttie goods andserv ces selected. I also agree to make payment of $ .100.00 wltWu_~f1Jnys. I agree to be jointly and severally Uable with anyone
who sIgnS below. A late charge of 1% awountlngto 12% per year wlIrbe applied to the unpaid balance beglnnlng__.. 3~ days
ftom tlie date of this agreement rWrrralso pay to the l'Uneral DlrectoraIIrea,souaDle costs paid by the Funeral Director to collect amounts I owe under UusagreemeDt.
'!'bnse costs may Include attorney's tees, court costs and otber costs. Any additlonal services or merchandise ordered or requested after the date of this agreement
will be considered p of this eement and ost there f will be reflected ou tIle Onal bill or statement
Vi! r; J)- 7 C ',2.dc7/
(Purchaser) (Dat
IrallY law, cemelclY or crematory requirements have required the purchase or
any of the items listed above the law or requirement is explained below.
'\kl;llt Rs'tlYirgg tr: C'iv"'^It;>,[y ^'-'diV"-
~\~
v ~v
C ;JJ-
September 26, 2003
Rebecca M. Hess
2286 Pine Road
Newville, PA 17241
IN RE: ESTATE OF JOSEPH A. LEONE
Failure to File Status Report
Dear Ms. Hess:
A hearing was set for Friday, September 26,2003, at 9:30 a.m. at the Courthouse in
Carlisle, at which you failed to appear.
The status report must be filed in the office of Register of Wills.
We must hear from you within twenty-four hours; please phone Sue in the Register
of Wills office at 240-7766, if you have any questions.
Sincerely,
r4
Sandra S. Gobrecht, Secretary
Judge Hoffer's Chambers
,~~QJ
. ^l'L
Q.@.;!~rvl. ,
q\J-G\O?
/'.
l I'
STATUS REPORT UNDER RULE 6.12
3o~I<1PL H Le-o~(.
,
c;,V\a\ ~ID?
Name of Decedent:
I" b.. 0 J
Date of Death:
Will No.:
Admin. No.:) J. 0 I- 6'5
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration ofthe above-captioned estate:
Date:
1. State whether administration of the estate is complete:
.,. No ~
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete: t. - ~ /h d ....#-5
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 0
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 0 No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the. Orphans' Court
and may be attached to this report.
I.'~ .~
!~r ~.tlJ ~r
lJlVJ'An V
Signature
1> ~/t>.eG~ ~ }11 ;"/.e~f
Name D A
:2 ~ p, l' · Nt jVC
NeMJ~ I to{ Po..I /~ yl
Address
.drJ7
n~
,I tp'lflL I
c 9/;;'\' ~~.
7/7- ??b-7':17J
Telephone No.
Capacity: 0 Personal Representative
o Counsel for personal representative
JRD/Jt!ne 30, 1992/17858
AUG 0 1 2003 ~
In Re: Estate of Joseph A. Leone
Late of Carlisle Borough
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.: 21-2001-0665
NO. 21-2001-0665
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: Rebecca M. Hess
Counsel for Personal Representative:
Date of Decedent's Death: 07-06-2001
Date of Delinquency Notice: 06-10-2003
The undersigned, Donna M. Otto, Register of Wills, in accordance with Rule 6.12,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common Pleas of Cumberland County, that neither the above named personal representative nor
the above named counsel for the personal representative have filed with the Register of Wills or
Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, was given by the Register of Wills on 06-10,2003, and that the ten (10)
day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the
Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a
hearing to determine whether sanctions should be imposed upon the delinquent personal
representative or counsel for the delinquent personal representative.
Date: 08-01-2003
~
S~~~,
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
9"Jt-o 1 9'.3 ,.t#1 r
A hearing is scheduled for "lit' 'tJ in Courtroom No.3. Ifthe Status Report is filed
prior to the hearing date, the hearing will automatically be celled.
.'l~~
~~-. I ?,
q (J-<oJ6,
()~
SENDER' COMPLETE THIS SECTION
. Complet~ items 1, 2, and 3. Also complete
item 4 if Restricted Delivery is desired.
. Print your name and address on the reverse
so that we can return the card to you.
. Attach this card to the back of the mail piece,
or on the front if space permits.
1. Article Addressed to:
~m.J~
c>t~9''- (J~ ~
~) plJ 17~'-4 J
2. Article Number
(Transfer from service label)
PS Form 3811, August 2001
postmar\<.
Here
...P
Cl
Cl
Cl
Receipt ree
Return t Required)
(Endorsemen
d oeli'Jef'/ red~
Restr\cte ant Require 'J
(EndOrsem
e & feeS
10ta\ posta9
. .
. . .
A. Signature
3. Serv~ Type
~ertified Mail
o Registered
o Insured Mail
o Express Mail
o Return Receipt for Merchandise
o C.O.D.
4. Restricted Delivery? (Extra Fee)
DYes
7001 2510 0006 5862 0258
102595-02-M-0835
Domestic Return Receipt
~~(
STATUS REPORT UNDER RULE 6.12
~
Name of Decedent: ...i 6fJf'~ /) L€-<>.r-.-e.
Date of Death: ? - ~. ;). 0 0 I
WilINo.: /U/~ Admin. No.: ~)O)- Ofc(pS'
I
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration ofthe above-captioned estate:
1. State whether administration of the estate is complete:
Yes g No 0
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 0
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 0 No 0
S"\
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the. Orphans' Court
and may be attached to this rep. oLrt.
/1l ,.-#
~rux: ~ /};/4 ~
!Q ~~ccc: Yh. Ii eJf
Name
;).. a 'i '- p, "-~ ;ed
10~",-..):(J'f' fa 17.;l.l.f1
Address
Date: /0.,). J
?/?- 7?( ?J7S
Telephone No.
Capacity: gPersonal Representative
o Counsel for personal representative
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRIS8URG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'!:
REBECCA M HESS -,~
2286 PINE RD
NEWVILLE \.
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-29-2003
LEONE
07-06-2001
21 01-0665
CUMBERLAND
101
("
*'
.(
./
REY-1547 EX AFP ID1-D5I
JOSEPH
A
Allount RelliUed
~I
PA 17241
r9
,
~ .' '. '
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 ~
FfEv:is4j-Ex-AFP--(oY:03TNOTicE-oF-i:~aiHEiii;:ANCE-TAX-XPPRAisEMENT~--AiLOWANCE-oi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LEONE JOSEPH A FILE NO. 21 01-0665 ACN 101 DATE 09-29-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
3.044.19
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AdII. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
.00
(9)
(10)
2.607.11
Ill)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account.
subllit the upper portion
of this forll with your
tax paYllent.
3,044.19
2.607.11
437.08
.00
437.08
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
NOTE: l~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ Abb
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
.00 X 00 =
437.08 X 045 =
.00 X 12 =
.OOX 15 =
(19)=
.00
19.67
.00
.00
19.67
TAX CREDITS:
l+J AMOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
08-18-2003 CD002912 .00 19.67
BALANCE OF UNPAID INTEREST/PENALTY AS OF 08-19-2003 TOTAL TAX CREDIT 19.67
BALANCE OF TAX DUE .00
INTEREST AND PEN. 1.49
TOTAL DUE 1.49
. 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 HAY 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
HESS MARLIN 0
2286 PINE ROAD
NEWVILLE, PA 17241
n______ fold
ESTATE INFORMATION: SSN: 177-14-3984
FILE NUMBER: 2101-0665
DECEDENT NAME: LEONE JOSEPH A
DATE OF PAYMENT: 10/02/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/06/2001
NO. CD 003073
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1 .49
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$1 .49
REMARKS: MARLIN 0 HESS
CHECK# 1398
SEAL
INITIALS: DO
RECEIVED BY:
REGISTER OF WILLS
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
. /6 - c2'1S. / 'l
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
.,-
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-29-2003
LEONE
07-06-2001
21 01-0665
CUMBERLAND
101
REBECCA M HESS
2286 PINE RD
NEWVILLE
'*
REY-1547 EX AFP (01-051
JOSEPH
A
Allount Rellitted
PA 1r1241
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:is4i-EX-i~"p--(OY:03TNOTicE-OF-YNHER-iTANCE-TAX-A-PPRAiSEMENY-,--iiUiwANCi-oi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LEONE JOSEPH A FILE NO. 21 01-0665 ACN 101 DATE 09-29-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
3,044.19
.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)
(10)
.00
2.607.11
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
3,044.19
2.607.11
437.08
.00
437.08
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
.00 X 00 =
437.08 X 045 =
.00 X 12 =
.00 X 15 =
(19)=
.00
19.67
.00
.00
19.67
TAX CREDITS:
." .6. . (+) AMOUNT PAID
DATE NUf1BER INTEREST/PEN PAID (-)
08-18-2003 CD002912 .00 19.67
BALANCE OF UNPAID INTEREST/PENALTY AS OF 08-19-2003 TOTAL TAX CREDIT 19.67
BALANCE OF TAX DUE .00
INTEREST AND PEN. 1.49
TOTAL DUE 1.49
. 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.)
/b-c:2Y~ -/j?
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
~
REV-1U7 EX AFP ,
REBECCA M HESS
2286 PINE RD
NEWVILLE
DATE
ESTATE OF
DATE OF DEATH
~FILE NUMBER
.:' COUNTY
ACN
10-14-2003
LEONE
07-06-2001
21 01-0665
CUMBERLAND
101
JOSEPH
Allount Rellitted
PA 172\41
,"
, "
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 ~
REv=i&'ifi-E3f-i.FP--Coi-::oiY------...--fNHERITANc'E--YA3f-si'7ffEM'E-Nf-OF'-Accou'Nf--...---------------- -----
ESTATE OF LEONE JOSEPH A FILE NO.21 01-0665 ACN 101 DATE 10-14-2003
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: 09-29-2003
P R I NC I PAL TAX DUE: .........................................................."'............................................................"'................................."'............."'................"'........................
19.67
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-18-2003 CD002912 .00 19.67
10-02-2003 CD003073 1.49- 1.49
TOTAL TAX CREDIT 19.67
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
III
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),
vnu MAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REV-1U7 EX AFP (01-03)
JOSEPH A MACRI
ALLFlRST TRST CO
213 MARKET ST
HBG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-12-2004
CLARK
07-13-2002
21 02-0665
CUMBERLAND
201
MARY
L
OF PA
Allount Rellitted
PA 17101
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 ~
REv=iito-j-E3CAFP--foi-.:o3Y------..i:--iNHERiTANc.f-fAx-sTATEME-tif-crF"-AC-Coutif--i:.-.------------------ ---
ESTATE OF CLARK MARY L FILE NO.21 02-0665 ACN 201 DATE 01-12-2004
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: 01-08-2004
P R I NCI PAL T AX DUE: ...........................................................................................................................................................................................................................
427,951.96
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-10-2002 CDOOl715 .00 16,693.68
05-12-2003 CD002553 1,633.93- 674,897.28
11-06-2003 CD003205 .00 1,044.84
TOTAL TAX CREDIT 691,001.87
BALANCE OF TAX DUE 263,049.91CR
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 263,049.91CR
iii
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" (CRJ,
VOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J