HomeMy WebLinkAbout01-0675
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of LJ/-J1V; ~ 1 W Pe7eI'tS No. oz. , - DI-lD 7 S
also known as ~ ~ --zyP To:
Register of Wills for the
, Deceased. County of (}~I:.CJlItNO{ in the
Social Security No. / 7'1 o.-s~ 3 7~~i Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execrJ'$.(i'fuel.i;1e.:I A ~~amed
in the last will of the above decedent, dated a.j / I'll 7 < , 19_
and codicil(s) dated
,~
Except as follows, dece nt did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: --AIIIJ .
Decendent at death owned property with estimated values as follows: .. ;::::::::TfJ ~
(If domiciled in Pa.) All personal property $ o/f~ / V, ().:J ()
(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: 9/ D fill V7rJ f C/i; if ~ (? 4/./ ! cI t' I ~ . '1 tJ 9'0 tJ
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
theron.
(testamentary; administration c.La.; administration d.b.n.c.La.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEAL}::H OF PENNSYLVANIA ~ ss
COUNTY OF ~L..lfY16ffi LA (,J D. J
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
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Sworn to or a
b~) ,rn~ this
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llo- 24-1+- 1\'"
No.ld -01- (0'15
Estate ~f ~N I EL hr~TER ,~
DECREE OF PROBATE AND GRANT OF LETTERS
, Deceased
.-1," q 2L-iQ I
AND NOW \",J.U L \.j I 1_' In consideration of the petition on
the reverse side hereof, satisfactory proof having been present~d before Be,
IT IS DECREED that the instrument(s) dated r'\ lit R1. tl I 1, /C[ 7..:3
described therein be admi te to probate and filed of record as the last will of
. N E E.TE .;j
and Letters '" - R "-
are hereby granted to ,-TA C:. o..'~ ELl t-J I . J12R~
100.00
Probate, Letters, Etc. ......... $
Short CertificatesQ . . .. . . . . .. $ q . 00
R~uandation ......... .~.~ . .. "(\ ... $ .
. ~$ \5.00
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Filed . V~\-:':-{ ~~~W.O.l. . . . . . .' ... .
FEES
AITORNEY (Sup. Ct. 1.D. No.)
ADDRESS
PHONE
~(~ul-tr, ~bi
This is to certifY that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The orig\nal certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
p
7578017
No. Date
LL~.~~~~
Local Registrar
JUL 1 4 2001
"OS.,.3R.. 2107 COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
NAME OF DeCEDENT {FIr$l_ Midale. Las,
Daniel
SEX
,. Male
W. Peters,
Jr.
1.
AGE tLast 8>r!t-ooI.,.,
uNDER' YEAR
........ 0..,.
BtATHPLA~ (Cory <l1\d
State or FCt89! Ceunlry)
Carlisle,
Penna.
83
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COUNTY Of OERH
Cumberland
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DECEDEHT'S USUAL OCCUPIVION
(~~f;~~~:':' stonrntfOUse
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DECEOENT'S MAfUNG AOOAESS (Str.... C~. s...l'~CoaeI DECEDENT'S
910 Hamilton Street ~~~
Carlisle,Penna. 17013 ~~
'MS DECEDENT EvER IN
U.S. AAMEO FORCES?
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12, 13.
17....... Pennsylvania
Cumberland
,~ 1~
MrHE!l'sNAMEtF"".M"'1:tahiel W. Peters Sr.
II.
...ORMANT'SNAMECT_Prir<1 .
. Jacquel~ne J. Peters
lOETHOO Of' OISPOSlT~ OATE Of' OISpOSlTION
. .......\.:ll. c.........o __.....0 1-...llpy.-116 2001
_0 ""'"'_ 0 JU.lY ,
. 2t.. 21lD.
SIGNATuRE
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WERE AUTOPSY FINDtNGS
-....&.E PAlOA to
COMPLETlOH OF CAUSE:
OF OE.<TH'
QUE 10 tOR AS 14. CONSEQUENCE Of);
MANNER OF DEATH
OAfE OF INJURV
{Monlh. Day, ""arl
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STAll FILE NUMeeA
SOCIAL SECUAIT'r NUMBER
17lL 05-
DAlE OF DEATH ,Mcmh. 0.... ......}
.. July 12,2001
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RACE . Amencatllndian, IMKk. Whita. efc.
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White
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Old
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Min.
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MAFUtAl. StATUS. MMriIld
N.... MIlT". Widowed.
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Widower
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....
SUfMYING SPOuSE
("........g.w~l'\IW'Mt
Carlisle
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'ARTR: OtrMtrsigr'lif\eanl.~c::onf1tIutingto~ath.buf
not rHUIUng in tM undeftytng cauM g;...... in PNn I.
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coP;)
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TIME OF INJURY
INJURY ..(f'M:>RK? OESCRJBE HON INJURY OCCURRED.
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P~lnYfttigatlon
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o PLACE oF INJU~Y' A.t nome, farm, street, factory, otftca M.
builIJng,etc.1Specttv)
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LOC....ION 15>.... Ct,ITown._
Not",,,
HomiCide
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NoD
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Coutd noc brI det.mlned
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eurrurtER IChCk only onet
-eurTlf"'nNG PWrSta1d4 ~Ph"fSlC*l c~ cause d oralh wh4Wt af'Olhltf pt'IVSIC..., tlas pronou",*, dealtl ana comQleled nem 231
To""~otftlyknowlttdglt. de.th~ul'NClldue"lhecau..(.)and~l'nefa. .tat....."."".."...,........,.,..,.,.....",..,."......
.II'fIIONOUNCING AND CERTIFVWfQ 'HYSteIAN {PhysIcian bOlh O)fOflOunt'"9 Oftattl and Cf'fbfylng IOcause 01 de.IN
Tome belItotmy kno,,~, cMathOC:Cutr..,.t IheltfN. data, .ndpltc.. andctua tattMcauM(I).lMfmannet..ltaled.......,......
'VEDICAl.. U"""NERlCOAONEA
On the b.... at ...aminatton &ncSJot in'V..Uga'iOn. 'n my Opit'lion. death occurred .t the t1m.. data. and place, and due to the caule(a) and
man"er..st'ted..,.",...".....,... ....."...,.... ...,......,........,.. ........."...., ....,.,..,
"a.
"EGIST"^".SSIGN....\I"".~E.~~_ ". C".. . , t\.4- \
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LAST WILL AND TESTAMENT OF
DANIEL W. PETERS
I, DANIEL W. PETERS" of North Middleton Township, (910 Hamilton
Street, Carlisle), Cumberland County, Pennsylvania, being of sound and
disposing mind, memory and understanding, do hereby make, publish and
declare this as and for my last Will and Testament, hereby revoking and
making void any and all Wills by me at any time heretofore made.
1. I direct my hereinafter named Executrix to pay all of my just debts
and funeral expenses as soon after my death as may be found convenient to
do so.
2. All the rest, residue and remainder of my estate" real, personal and
mixed, and wheresoever the same may be situate, I give" devise and
i
II
I
bequeath in equal shares to my Four (4) daughters" their heirs and assigns,
they being Jacqueline Peters, Nancy Lehman, Danette Miller, and Cathy
McClintock, the share of any deceased daughter to pass to her issue per
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JaCquelin~
stirpes and if there be no issue then such share shall lapse.
3.
I hereby nominate, constitute and appoint my said daughter,
II
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Peters, as Executrix of this my last Will and Testament and I further direct
that she shall not be required to post any bond to secure the faithful
performance of her duties in the Commonwealth of Pennsylvania or in any
other jurisdiction.
II
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IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my I
last Will and Testament written on one (1) page this /9 day of ~~ J
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d~JJ.,;t #-' d3y.4t (SEAl)
Daniel W.' Peters +
Signed, sealed, published and declared by Daniel W. Peters, the Testato I
above named, as and for his last Will and Testament, in our presence, who,1
in his presence, at his request, and in the presence of each other, have I
hereunto subscribed our names as attesting witnesses.
I
1973.
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~^.U_.n ,d e.l:,it,~
~ 1-01- (;115
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
Sworn to or affirmed and subscribed before
me this day of
19_
codicil
e will presented herewith, (each) being duly qualified according to
present and saw
(each) a subscribing witness to
law, depose(s) and say(s) that
the testat , sign the same and that
request of testat_ in h presence and (in
other subscribing witness(es)).
signed as a witness at the
resence of each other) (in the presence of the
Register
(Name)
(Address)
REGISTER OF WILLS OF CUJV1Bt1ZLA!\JD COUNTY
OATH OF NON-SUBSCRIBING WITNESS
.~7U-e. 0ljr PeieL"!.- ~A-N/'cJre.... j"/;:LLe,L
(each) a subscriber hereto, (each) being duly qualified according to law, dep~~~ ) and say(s) that
\It A R-E familiar with the signature of ' IT rL S ,
testat.6.8..- of (99i Qf tA8 &YBseriei9g U1ittle~H'c t9) the .e6~ presented herewith and
, ~. [} V\JE ~gicil.
th.at.j)A f>~ \ t: l \ \ '11:- i tR.~ believe\ the signature on the will is in the handwriting of
1)AtJ\lL W'-PETT:1Z~
to the best of OltJ"\ _ knowledge and belief.
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Qv.:li) W.4n Ol.J~ cg.;yp Kv/.
/iL.. (faldress)
LE:k It <;,,/ I: f::{Q.
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, (\ (Name)
\'JO"'-......" ~I ~d to
(Address) lVl c>
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CERTIFCATION OF NOTICE UNDER RULE 5.6(A)
Name of Decedent:
DANIEL W PETERS
Date of Death:
7-12-2001
Will No.:
21-01-675
Admin No.:
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
Name
Address
JACQUELINE PETERS
2420 Waggoners Gap Rd, Carlisle, PA
DANETTE MILLER
"
"
"
"
"
NANCY LEHMAN
9C CREEKSIDE LANE, CARLISLE, PA
CATHY McCLINTOCK
9 KERRS AVE, CARLISLE, PA
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: 10-16-2001
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~/I (?Cju-e L.rh<. --' 'C/~r
Name
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Address
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(7/7) O? V~ $/'70 7'
Telephone
Capacity: IX! Personal Representative
D Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
:1A1-\RISBURG, PA 17128-0601
REV-1162 EX( 11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
O'BRIEN BARIC & SCHERER ATTYS
17 WEST SOUTH STREET
CARLISLE, PA 17013
__uu__ fold
ESTATE INFORMATION: SSN: 174-05-3725
FILE NUMBER: 21-2001- 0675
DECEDENT NAME: PETERS DANIEL W
DA TE OF PAYMENT: 11/06/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/12/2001
NO. CD 000492
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $5,900.00
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TOTAL AMOUNT PAID:
$5,900.00
REMARKS: O'BRIEN BARIC & SCHERER ATTYS
CHECK# 6669
SEAL
INITIALS: VZ
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
THIS RECEIPT' REPLACED CD 000487
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
r'PT. ;?'3':BOl
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 000487
O'BRIEN BARIC & SCHERER ATTYS
17 WEST SOUTH STREET
CARLISLE, PA 17013
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
-------- fold
ESTATE INFORMATION: SSN:
101
$59,000.00
FILE NUMBER: 21 - 200 1 - 0675
DECEDENT NAME:
DATE OF PAYMENT:
POSTMARK DATE:
COUNTY:
DATE OF DEATH:
TOTAL AMOUNT PAID:
$59,000.00
REMARKS: O'BRIEN BARIC & SCHERER ATTYS
CHECK# 6669
SEAL
INITIALS: VZ
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
THIS RECEIPT IS BEING REPLACED WITH CD 000492
R;:V-15:lO EX 16-001
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128'()601
REV-1500
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST FIRST AND MIDDLE INITIAL)
Peters, Daniel W.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
July 12, 2001 March 31, 1918
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
O':F1C!,~L USE:: O\i;_Y
Vv'
~ 1. Original Return
o 4. Limited Estate
~ 6, Decedent Died Testate 1/,ttact1oop'/cl'Nill\
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death afler 12.12.82)
o 7. Decedent Maintained a U...ing Trust (Attach copy 01 Trust)
o 10, Spousal Poverty Credit (date cfdeJth oetween 12.31.91 and '.1.95)
_~___ljp__-e:?:_<i_"; ~!J
FILE NUMBER ------
21-01
o
067 5
COUNTY CODE
YEAR
NUMBER
SOCIAL SECURITY NUMBER
174 - 05
3725
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WillS
SOCIAL SECURITY NUMBER
o 3, Remainder Return (date of death prior to 12.13-.82)
o 5. rederal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
011, Election to tax under Sec. 9113(A) (AttacnSch01
Tl'tl$ SE~'rlQMU:$TB~CCl".PLf~JED.'ALC:COBRi$i'Q ,I)ENCE ^tlQ;CCltlFIOEH',fAX INFORMATION SHOULD BE I)IRECTED TO:
NAME Michael A. Scherer, Esquire COMPLETE MAILING ADDRESS
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FIRM NAME (II Applicable)
O'Brien Baric & Scherer
TELEPHONE NUMBER
(717) 249-6873
17 West South Street
Carlisle, Pennsylvania
17013
1. Real Eslale (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
109,000.00
OFFICIAL USE ONLY
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3. Closely Held Corporation, Partnership or Sole.Proprietorshlp
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(9)
(10)
8,749.20
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(8)
"129,4:'17.71
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20,477.71
(8)
(I)
10 Debts of Oecp,def'.t MQrtgage Liabilities, &. UE.ns (Schedule \)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (line 8 minus line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14laxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
x,O_ (lS)
45 (16)
x.O_
x .12 (17)
x .15 (18)
(19)
(11) 8,749.20
(12) 120,728.51
(13) 0.00
(14) 120,728.51
5,432.78
5,432.78
20"~
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWE!!- ALL QUES-rtONSON RrnRSE~'SIDE'AND .RECHECK MATH < <
16. Amount of Line 14 taxable at lineal rate
120,728.51
17. Amount of line 14 taxable at sibling rate
18. Amount of line 14 taxable at collateral rate
19. Tax Due
Decedent's Complete Address:
STREET ADDRESS 910 Hamilton Street
CITY Carlisle I STATE PA I ZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(I)
5,432.78
0.00
5,900.00
0.00
Total Credits (A+ 8 + C)
(2)
5,900.00
(3) 0.00
(4) 467.22
(5) 0.00
(SA) 0.00
(58) 0.00
3. InteresUPenalty if applicable
D. Interest
E. Penalty
TotallnteresUPenalty ( D + E )
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
5. If U"e 1 + Uric 3 is greater that, Line 2, enler the differeilce. Th;:. is the TAX DUE.
A. Enter the interest on the tax due.
8. Enter Ihe total of Line 5 + SA. This is the 8ALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
.'~~~~"'~!~'S'fIik:~tl~~:~~?~~~~75;~...".. I1L.,~&_,,~ ~~~~",,"...,....._ti:.e_S'~~~~~';$-;:j:~~
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;............................ .......................................... ... ...... 0
b. retain the right to designate who shall use the property transferred or its income; ................................... ... 0
c. retain a reversionary interest; or............................ .................. .................................. ..... 0
d. receive the promise for life of either payments, benefits or care? ................................................. .................... 0
2. If death occurred after December 12, 1982, did decedenl 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? 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ................................... ... ........................ .................. 0
No
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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 return, including accompanying schedules and statements, and to the best of my knowledge and beiief. it is true, correct
and compiete
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
Jacqueline Peter~
JJI ~ :<9 .MID l-
Carlisle, Pennsylvania
17013
Michael A. Scherer, Esquire
ADDSS "
17 West South Street, Car11s1e, Pennsylvan1a
17013
DATE
DATE
].2,-.02..
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For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (i)].
For dates 01 death on or after January 1, 1995, the tax rate imposed on the net value of translers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (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 lax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates 01 death on or after July I, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)].
The lax rale imposed on the net value oftranslers to or for the use of Ihe decedent's lineal beneficiaries is 4.5%, except as noled in 72 P.S. ~9116(1.2) [72 P.S. ~9116(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. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX+ (12-85)
'*
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Daniel W. Peters
21-01-00675
(Property jointly-owned with Right of Survivorship must be disclosed on Schedule FJ All reol e.tate should be reported at fair market value
which is defined as the price at which property would be exchanged between a willing buyer and a willing .eller, neither being compelled
to buy or seU, both having reasonable knowledge of the relevant facts.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
910 Hamilton Street
Carlisle, Pennsylvania
109,000.00
17013
...
TOTAL (Also enter on line 1, Recapitulation)
(If more space is needed, insert additional sheefs of same size.)
S 109,000.00
....,.."'."..".
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-01-00675
Daniel W. Peters
Indude the proceeds of litigation and the date the proceeds were rece~ed by the eslate. All property joinUy..wned with tho right of sUNivo..hlp must be disclosed on Schedule
ITEM
NUMBER
1.
2 .
3.
4.
5.
6.
7.
VALUE AT DATE
DESCRIPTION OF DEATH
Allfirst Bank $ 1,490.37
Account No. 0068434219
M & T Bank $ 15,020.11
Account No. 8892442727
Miscellaneous Personal Property $ 2,774.00
proceeds of sale
1989 Chevrolet Corsica (60,000 miles) $ 500.00
Refund UGI $ 58.10
Refund of county real estate taxes $ 40.02
Refund of school real estate taxes $ 595.11
TOTAL (Also enter on line 5, Recapitulation) $ 2 0 , 477 . 7 1
(If more soace is needed, insert edditlonal sheets of the same size)
"',.""..,.,,.,,'*
COMMOtfflEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
IDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Daniel W. Peters
FILE NUMBER
21-01-00675
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Ewing Brothers Funeral Home 5,870.00
2. Westminister Cemetery (grave opening) 850.00
B. ADMINISTRATIVE COSTS: NONE
1. Pe""nal Representative's Commissions
Name of Pe""nal Representative (s)
Sodal Security Numbe~s) I EIN Number of Pe""nal Representative(s)
Street Address
City State Zip
Yea~s) Commission Paid:
2. Attorney Fees 750.00
3, Fami~ Exemption: (If decedenfs address is nolthe same as daimanfs, attad1 explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees
5, Accountanfs Fees NONE
6. Tax Return Preparer's Fees
7, Sprint 86.05
8. P P & L 126.87
9. UGI 275.01
10. The Sentinel 175.49
II. B-H Agency 225.00
12. Carlisle Suburban Authority 157.28
13. Cumberland Law Journal 75.00
14. Nationwide 126.50
15. Register of Wills 32.00
TOTAL (Also enter on line 9, Recapitulation) $ 8,749.20
(If more space is needed, insert additional sheets of the same size)
REV."13"'''.'''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
I.
SCHEDULE J
BENEFICIARIES
Daniel W. Peters
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1.
Jacqueline Peters
2420 Waggoners Gap Road
Carlisle, Pennsylvania 17013
FILE NUMBER
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
daughter
daughter
daughter
daughter
21-01-00675
AMOUNT OR SHARE
OF ESTATE
1/4
1/4
1/4
1/4
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
2.
Nancy Lehman
9C Creekside Lane
Carlisle, Pennsylvania 17013
3.
Dannette Miller
2420 Waggoners Gap Road
Carlisle, Pennsylvania 17013
4.
Cathy Shoemaker
910 Hamilton Street
Carlisle, Pennsylvania 17013
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, Insert additional sheets of the same size)
DANm!' W, pr;;'J'EHS
1, J)i\NIEI., W. PB'rERS, C)f North Middleton 'I'owllshijJ, (91.0 Hamilton
Stf'C,'t, C€ldisle), Cumbel'laIH) County, Pennsylvnnio" heing or !lO\lncl and
disp(l,~ing mind, memory ane! tll1(jarstanding, (10 hereby mal<o, publlsh ::\tld
(.1~d:H'C this as and for my last Will. and Tostament, horeby l'(wol{in~; "ntl
In"king void any fltld an Wills by me at any tirne horelofon',lIlarJ..,.
.1. r dire"t my h"l'cillaCter nay""d Exccutrb, to pll.y all of my jlWt clllhts
nud (\mel'"l expenses as soon niter my death Hl1 may b~ ((>\Ind t:onven!RJlI VI
do so.
2, All the I'est, residue and rernai.ndel' or my estate, l'cal, pnn;onnl allll
miX0d, and whcrcsoeve.r the same may be l3ituate, J give, c1evis(~ 011<]
bequcatll in oq\lall3hllrcs to my Four (4) dtwghtel's, thei!' heirs and nssigns,
they bCirlg Jftcqu.~lin'" Pelel's, NanejlLcbman, DDl1ct\l'~illel" and Calhy >-
II
1\
I.
q
I'
.1
,
I'
M~,Glint()ck, the shnre n.t any decoased d>\l.1ghter to \lass to h"'l' issu~ JHll:
iJI.il'p,,":;; and if the,t'o l)e nQ iSRlle then such shnre sha1l1,,[.>s~,
:1. T. hereby ll<llninate, c'mstitlllo Ilnd n]lpoint my saId daughtt}", ,rl\CQ\l['\inr
P"torR. ns E,~eclltdx of this IllY last Win and Testament and 1 flll'tho!' di I-"ct \'
thflt Rhe shaH nol ,,,,. l'eqltil'cd to post (lilY bond to secu,'11 tlF) fr,ilhful
pedormanee of he,' dllties in the Cotl1111Ot,wep,ltll of Pemwylvalli[l 0" in <lilY
011wt' jUl'iscllcti(ln,
I
II
IN WITNgSS Wll.r~rn':OF, I have herou1\to set my ho.ml <In<3 soa! to this lilY
//
In1>\ Will and 'l'esbment wl'ilten on one (1 ~ page thi s /9 (by of /1%.1-<<'// .
I
\073. i
,(Z~t.,M..;)~1Z;___._..jSE^J "
D:'111e1 W, Peters
"
'I
Signed, sealed, pllblished and d('cbl'otl by Daniel W, Peters, the T""tatol
ahove llarneu, as amI fol' his last Will and Tesl:unent, \n 0111' presence, who,
in his pr'tH;el1c.e~ at Ilia l'cquest, and in th0. pl'esoncc of l"!llCh otllCl', IH\vl:~
IwrellClto subscr'ibed out names as attesting witnesses,
'I
I
II
__._F~f\.,.;,-~::......~, -~...__'_'__'_
_.,/,'J . n' I) . ;1 Ii,
_\::::t~.b...b-.()..........\,.x__J".LlA.' f, ~_,o
A. Sf''tlement Statement
U.S. Departmenl 01 HOUlina
and Urblin Development ~
T
B. Type of Loan
1 o FHA
4. OVA
OMS No. 2502-l)265
2. 0 FmHA
5. 0 Conv. Ins.
3. 1RI Conv. Unins File Number Loan Number
P126-033/ShOfmJak.r 36842
Mortgage Insurance Case Number
C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked "p.o,cn were paid outside of closing; they are shown here for informational purposes and are not included in the totals.
D. NAME AND ADDRESS OF BORROWER:Charles W. Shoemaker Cathy S.$hoemllker
9 Kens Avenue, Carlisle, PA 17013 9 Kem Avenue, Carl/sfe, PA 17013
E. NAME AND ADDRESS OF SElLER: Jacqueline Peters, Executrix of the Estate of
Daniel W; Peters
F. NAME AND ADDRESS OF LENDER:
Membef$ Fif$t Fed.ra' e18dit Union
500() Louise Drive, P.O. Box 40, Mechanicsbufg, PA 17055
910 Hamilton Street
Carlisle, PA 17013
G. PROPERTY
LOCATION:
H. SETTLEMENT AGENT:
PLACE OF SETTLEMENT:
TIN'
O'Brien, Baric & Scherer
17 West South Street, Carlisle, PA 17013
25-1708515
I. SETTLEMENT DATE: 11/05/2001 RESCISSION DATE:
J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER:
101.ConlraelSllelPriCll ""' ~"~."-;; 401. Contrlel Sal Price $l09 000.00
102,PersonIIPro""''''' 402.Personal';';..:;:..-::
103. SelUements chari:les to borrower: 403.
'from line 1400' $2,463.54 .
10.. .04.
105. 405.
ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE:
l06.Cityl1owntalCes " 406.CityllownTaxel "
107.CollntyTaxlIs l1/05/2001 " Ol/01/2002 $40.02 .07.CollntyTaxes 11/05/2001 " Ol/0l/2002 $40.02
108. Assessrnents 11/05/2001 " 07/01/2002 $595.11 40a.Alsenrnents 11/05/2001 " 07/01/2002 $595.21
'" .09.
m .10.
'" .11.
112. 412. .
120. GROSS AMOUNT DUE FROM BORROWER: $212,098.67 420. GROSS AMOUNT DUE TO SELLER: $l09,635.13
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REOUCTIONS IN AMOUNT DUE TO SELLER:
201. Deposit oreameSl money $27,000.00 501. EXClludeposit(seeinstruelions) $27,000.00
202. Principal amollnt of n_loan(s) $71,500,00 502. SelUelTlllnlclllrges to seller (line 1400) $6,170.38
203. Existini:l Ioan(s) liken subject to 503. Existing Ioan(s) taken sllbjeel !o
204. 504.Payoft'offlrstmortglgeloan
205 505. Payoff of second morti:lage loan
206. 506.
207. 507.
208. 508;
209 509.
ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: ADJUSTMENTS FOR ITEMS UNPAID BY SELLER:
210. Cityltown laxes " 510.Cily/lowntaxes to
211.Collnlytaxes " 511.COllnlytaxe. "
212. Auenments " 512. Asseumenls "
213. 513.
21.. 51..
215. ... 515. ,
216. 515
217. . 517. .
218. 518.
219. 519, .
220. TOTAL PAID BY/FOR $98,500.00 520. TOTAL REDUCTIONS $33,170.38
BORROWER: IN AMOUNT DUE TO SELLER:
300. CASH AT SETTLEMENT FROMITO BORROWER: 600. CASH AT SETTLEMENT TO/FROM SELLER
301. Gross amount due from borrower (line 120) $112,098.67 601. Gross amount due 10 seller (line 420) $109,635.13
302. Less amount paid bylfor borrower (line 220) $98,500.00 602. Less reductions in amt.due seller (line 520) $33,170.38
303. CASH ( 00 FROM) ( DTO) BORROWER: $13,598.67 603. CASH (0 FROM) ( IXITO) SELLER: $76,464.75
HUD-1 (3-B6) - ~ESPA. HB 4305.2
PAGE1
HUD.1(A.v3l1lti)
1-.
SETTI-EMENT CHARGES
PAlO FROM
BORROWER'S
FUNDS
AT
SETTLEMENT
PAID FROM
SELLER'S
FUNDS
AT
SETTLEMENT
700. TOTAL SALESfBROKER'S COMMISSIOt>..-.
BASED ON PRtCE $109,000.00
"
,.
DIVISION OF COMMISSION (LINE 700) AS FOLLOWS:
701 10
70:: to
703.CommilSiorlpaicllll,1I\118men1
""
800. ITEMS PAYABLE IN CONNECTION WITH LOAN.
BOl.l".,ariginalionf.. 0.2500% to JoMmbers First Federal Credit. Uni.
802,toat'ldiKCll.l'lI 110
$178,75
803.,f,pprajIetl-.lo:
&04.Cr~ilrlpOl1lo
80~. teocler', inspeclionl..
80EiMorlg-oein"""IlI'lCll~lionr"'10
1lO7.AllUl1IPItonfH
e~ Ap lication Fee ($125.00 POC) to Members 1st
809 Clnderwritin Fe. to MlUllbers 1st
810 Doc Prep Fee to Members 1st
'"
$75.00
$195.00
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE:
901 tnlerulfrom 11/05/2001 10 11/30/2001
902. MorIgage InlUranceprnum for mo., to
003,Haz..-dltl,.".ncepramlumfOf )n,1o
9O<l,Floodin'urenc.pr....oumfOf yn,lo
"
$12.981~y
$337.42
$303.30 P,O.C.)
,os
1000. RESERVES DEPOSITED WITH LENDER:
1001. Hnll'd inlurance 3,OOmonlhsCl
1002, Mortgag.insurance monIlug
l003CilyprOper1ylvu month,C!
loo4,CounlyprOper1ylaxu 10.00monlh'<<!l
1005. An.......1 U.U.mflnl. month. CI
l006.Floodinluranc. monlh.(t
1007. School Taxes 6.00monlh.g
1008 month.Q
1<<$. A re ate Accountin Escrow Ad'ustment
1100. TITLE CHARGES:
$30. 33permonllt
$90.99
permonlh
permonlh
$21. 13p.rmonlh
per month
""~.
$75. 66pltl" month
permonlh
$211.30
$453.96
($247.,;3)
1101,S.llIllmllnlorclo.i"llleelo
1102.Ab~c:tartillllHerdtlo
1103, Till..xamin.tionlo
I\O<I,Till.ltIlurenceblnd.rto
1105,Oocvmenlpr.parlt,onto
l10Ei.Nollry,...10
1107. Allomey'I'",IO
Ca.sh
O'Brien, Baric' Scherer
$8.00
$8.00
$175.00
{incl<JdlIl Ibo\I.i1lml Number.'
11~. TiUein.urenceto O'Brien, Baric' Scherer
(Incl\lduebov.item,Numbers: 1101-1105 1107-1111
1109,t.nd.(sccv.rege
1110,o.,."e(.ccve< . $923.75
1111. End /100-$50/1300-$50/1900-$50
1\12
1113
$71,500.00 }
$109,000.00 I
- _u_ _
~
1200 GOVERNMENT RECORDING AND TRANSFER CHARGES'
120t.R:ec0r4lngfH. eNd $25.50 :Mor1gIQll $51.50
1202.Cily/couoty18x1.1emp. D.&d Morlgeg.
1203. 5181. 1tIx1lt.mpl Oeed : Mortgag.
\2~.
1205
1300 ADDITIONAL SETTLEMENT CHARGES'
; R.I.....
$77.00
1301.5.........ylO
1302.P.llinlpectionto
1303 Carlisle Suburban Authority (Act 104001970)
1304 O'Brien, Baric' Scherer (overnight package)
1305 Register o~ Will.s, Agent
'"''
1307.
$87.38
$10.00
$5,900.00
1400. TOTAL SETTLEMENT CHARGES
$2,463.54
$6,170.38
I have carefuny reviewed the HUD-, Sel1lemenl Statement end 10 the bell of my knowllldge end bIItief. n is. true end eceuret. stel.menl of eO receipts end diSbllrsemenl, mede
"my .="",,, n m "" """.'00 I ,,,''',, ""'y '''' '''" ,~,"". 00", of tho HUD-' S.W.m", Sl...m.ot
'0"_' dtK~/;/JJ/lYML- D." 1/5/0(':,:':." fJ~ 0'" //./0/01
Charles W. Shoemaker J
eo_Of ~~t ~fJlt'~) D...
athy, S oemak r
11/401 s.n" 0'
Agent
Date:
The HVD-1 SeWemenl Statement whk:h I hlvl prepared Is I true and eccurele eeeounl of this trlnsaetion. I heve Cllllsed or win ClII'" the fllnds 10 be disDlIfSIld In aecordlnee
withll'lis.tlltement. ~'_ ~
Oelll: SlItIlllme~tAgent: ";/ / A'A~
Michael A. Scherer
Oatil:
/I.S.~
WARNING: It I' a erime to knowingly make fel.e..latements to Ule United Slates on Ihis or .ny other ,Imllar form. PenelUes upon conviction can inclUde e fine and impri,on.
ment. For details SlIe: TIllll18 U.S. Code Section 1001 and Se-e1ion 1010.
I) allflrst
December 19, 2001
Allfirst Financial Center N.A.
P.O. Box 900
Millsboro, DE 19966
OBrien, Baric & Scherer
AU: Michael A. Scherer
17 West South Street
Carlisle, PA 17013
RE: Estate of Daniel W. Peters, Jr.
Date of Death: July 12, 2001
Social Security Number: 174-05-3725
Dear Mr. Scherer:
In response to your request, please be advised that at the time of death, the above-
named decedent had on deposit with this bank the following account.
Account Type........................... Golden Age Checking Account
Account Number....................... 0068434219
Ownership (Names of)............... Daniel W Peters, Jr.
Opening Date........................... 03/28/82
Balance on Date ofDeath.........$ 1,490.37
Accrued Interest
$
00.00
Total.................................. .....$ 1,490.37
"This response does not apply to any assets held with Allfust Brokerage, where Allfust Bank is serving as a trustee,
nor to any credit cards owned by Bank of America bearing A1lfirst Bank's name. n
If you have any further questions on these accounts, please contact the branch of
record: 2 West High Street, Carlisle, PA 17013, telephone 717-240-6703.
Sincerely,
1#.4. 111'~~'
Mary Anne Macielag
Associate I/CIS
(302) 934-2240
~
~M&TBank
January 14, 2002
RE:
Estate Search
The Estate of:
Date of Death (D.O.D.)
DANIEL W PETERS
7/12/2001
To Whom It May Concern:
Identified below is the account information requested.
I. M&T Bank accounts in which the decedent's name appears:
31003910958974
8892442727
4319
4319
0.0.0.
Balances
(Includes Accr.
Int.)
$15,020.11
OPENED
7/26/01
Accrued Interest
Account
Type
Account Number
Account Title
Opening Branch
CD
CHK
DANIEL W PETERS
EST OF DANIEL W PETERS
JACQUELINE J PETERS,
EXECUTOR
$20.06
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number
Amount Owed
Account Description
NO Safe Deposit Box titled in the Decedent's name existed at our office.
If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724-
2440 outside of the Buffalo, NY calling area. Thank you.
Sincerely,
M&T BANK CORPORATION
BY: 6S~~
Authorized Signature
DATE: 1- 1\.1 -02.-
~
Manufacturers and Traders Trust Company' 1100 Wehrle Drive, PO. Box 767, Buffalo, NY 14240-0767
FAMILY SETTLEMENT AND FINAL RELEASE
IN
THE ESTATE OF DANIEL W. PETERS
KNOW ALL MEN BY THESE PRESENTS, that:
WHEREAS, Daniel W. Peters, late of Cumberland County, Pennsylvania, died
testate on July 12, 2001, having first made her last Will and Testament which was duly
executed and submitted to probate in the Register of Wills Office in Cumberland County,
Pennsylvania; and,
WHEREAS, the said last Will and Testament of Daniel W. Peters named Jacqueline
J. Peters as executrix; and,
WHEREAS, Letters Testamentary on the estate of the said decedent were duly
issued by the Mary Lewis, Register of Wills of Cumberland County, Pennsylvania, to the
said Executrix, Jacqueline J. Peters, hereinafter called personal representative; and,
WHEREAS, the personal representative has gathered the assets of the estate of
the said decedent and the assets consisted of real estate, personal property and cash, to
at total value of $113,296.00.
NOW, THEREFORE, KNOWYE, that we, being all ofthe beneficiaries of Daniel W.
Peters, do hereby acknowledge that we have this day received from the aforesaid personal
representative, in full satisfaction and payment of all sum or sums of money, legacies,
bequests, and devises as are given, devised and bequeathed to each of us respectively
by our father, Daniel W. Peters, the sum of $28,324.00 each, which amounts are due us
under his said Last Will and Testament, which amounts we have received.
AND, each of us does hereby stipulate that in order to avoid the expense and time
involved in the filing of a formal account and schedule of distribution, we each agree that
no account is necessary and we do hereby agree that we do consent to distribution being
made without the filing of an account and schedule of distribution, the same to be with the
same force and effect as if they had been filed and confirmed by the Orphans' Court
Division of the Court of Common Pleas of Cumberland County.
THEREFORE, we and each of us, do hereby remise, release, quitclaim and forever
discharge the said personal representative, heirs, executors, and administrators and
assigns of and from the said estate and from all actions, suits, payments, accounts,
reckonings, claims and demands whatsoever for or by reason thereof, or for any other use,
matter, cause or thing whatsoever, touching upon the estate of the said decedent, and
each of us do further hereby covenant and agree that should any liability come due to the
estate of the said decedent after the signing of this agreement, we and each of us do
hereby covenant and agree with each other and the aforesaid personal representative, that
we will contribute pro-rata, our share of the estate to satisfy any and all claims, demands,
suits, or causes of action which may be successfully prosecuted against the said estate or
the aforesaid personal representative after the signing, sealing and delivery of this family
settlement agreement and final release.
IN WITNESS WHEREOF, we have hereunto set our hands and seals the day and
year below written opposite our respective names.
~,tY~<;AA ~J f)~ (SEAL)
J cqueline . . Peters
I
\0CL~~1~~~SEAL)
Dannette E. Miller
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
~
On this, the , a -day of ~
-1~ ~(SEAl)
Na y . Lehman
€idS~"N(SEAl)
t Y S. S ema er
, 2002, before me, a Notary Public, the
undersigned officer, personally appeared Jacqueline J. Peters (known to me or satisfactory
proven) to be the person whose name is subscribed to the within instrument, and
acknowledged that she executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
r~,,,,,",,..n~~"'" -".""
~~~~~
6~;:~~;;';( [~~)fL}:,: C.
Mv COfil:"tr;Ss\-::)n
~ --"""""",--~,,,,,.~......-,,,~,,-,,.~. -"
r..l.;)r;.~::Sf
I
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
On this, the J,,,~ay of a.ptcJJ-
, 2002, before me, a Notary Public, the
undersigned officer, personally appeared Nancy J. Lehman (known to me or satisfactory
proven) to be the person whose name is subscribed to the within instrument, and
acknowledged that he executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
Notarial Seal ,.
Jennifer S. Lindsay, Notary Public
Car!,ele Bora Cumberland Cm.:nty
.~ , . , '~9 "'(lQ'l
My Commission Expires Nov L' '.~:...::J
Memba, PennsylVania Association of !\!ot:1r:es
~~t:~
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
On this, the /81CM1 day of ()jJJiL
, 2002, before me, a Notary Public, the
undersigned officer, personally appeared Dannette E. Miller (known to me or satisfactory
proven) to be the person whose name is subscribed to the within instrument, and
acknowledged that he executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~~~~
~"-=--~,'~-'''''"",,,''''''' ..,."..,.....""...,c....~..~."'.,._-"'...r.....'.'K"'......_,_,'_.,
Nc.._.~:,(; '"1! ~::.~t_-_?j
Jennifer S.' .. ". .
CarHsle BerG.
r\'~y Con]rni~::::.i~.~r! [~r::p::',,~--,~:
r'J!.0"...." ,~ht::.r. 'rl,.,..~,:: '.n. ...c....:!~;:-,.....-:.....:.:.....,='~._~.............,.-....,.,.,,-~'~->., ~-O"''''''''_~ ."..~..
c...~. ....~. .~_...:.:y:;::,_~:-;~..'-'
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
On this, the ~~day of ~
, 2002, before me, a Notary Public, the
undersigned officer, personally appeared Cathy S. Shoemaker (known to me or
satisfactory proven) to be the person whose name is subscribed to the within instrument,
and acknowledged that he executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~~~~
_.~._~a'---l
- NOJ;~~rj81 SEld,!
\ J"e.n.n'lfpy c~ I intJli;",~1',f. i\!C"lta!'v Public '
i: .....' .......0 ...;t .........., - - .I
I C~.!jisle 8o:G~ (~:__~r~d'}Bd:,1:1.d S:O!.U;~Y ij
l My CQmmli.islun b'r-.ir:;s I\iOV. .::.9, <::003 l
L_~....--,............ .... ,,,- ,,_..
>. Member, PeDr.sy:van\;;~ .i~ssoc-la:-ion OT N 2~;)(!GS
() .
/
STATUS REPORT UNDER RULE 6:12
Name of Decedent: Daniel W. Peters
Date of Death: July 12. 2001
Will No.
21-01-00675
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to NO.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No X
b. The separate Orphans' Court No. (If any) for the personal representative's
account is:
c.
interest? Yes X
Did the personal representative state an account informally to the parties in
No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report.
N
I
/lj;tftf>>
Signature
Michael A. Scherer. Esquire
Name (Please type or print)
17 West South Street
Address
Carlisle. P A 17013
Date:
May 1. 2002
:::0
r'Y'
l" to' ~
~..,~
p
(717) 249-6873
Telephone Number
.....
$' '.' ~
.....~
Capacity:
Personal Representative
X
Counsel for Personal
Representative
shared/Fol'IllS/Collcluded Estate FOl'Ill fOl' the COlll.thollSl'
'" /6-c:2ijY~//
v BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z8D6Dl
HARRISBURG, PA 171Z8-D6Dl
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
05-13-2002
PETERS
07-12-2001
21 01-0675
CUMBERLAND
101
MICHAEL A SCH~tER fiig~Q 17 F)~?:< U
OBRIEN ETAL
17 W SOUTH 1t.~
CARLISLE CUI PA 17013
'*
REV-1547 EX AFP (Dl-021
DAN I EL
W
Allount Rellitted
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
109,000.00
.00
.00
.00
20.477.71
.00
.00
(8)
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 :i54j-EX--AFP-(oi-:o2Y-No~fICE--oF-YNHEifIiANCE-TAi-A-PPRAIsEirEN:r,--ALi-owANcE-iri------------ -----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PETERS DANIEL W FILE NO. 21 01-0675 ACN 101 DATE 05-13-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
8,749.20
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
129,477.71
8.749 20
120,728.51
.00
120,728.51
NOTE: I~ an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. 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
120,728.51 X 045 = 5,432.78
.00 X 12 = .00
.00 X 15 = .00
(19)= 5,432.78
.00
(11)
(12)
(13)
(14)
..,unen. ~.. . T+T AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-06-2001 CDOO0492 .00 5,900.00
TOTAL TAX CREDIT 5,900.00
BALANCE OF TAX DUE 467.22CR
INTEREST AND PEN. .00
TOTAL DUE 467.22CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
I & -';2~~- //
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-1607 EX AFP lDl-02J
.02
JuL -1
:[;7
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-03-2002
PETERS
07-12-2001
21 01-0675
CUMBERLAND
101
DANIEL
W
MICHAEL A SCHERER ESQ
OBRIEN ETAL
17 W SOUTH ST
CARLISLE PA li~~~
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R'EV=i6ifj-E3f-AFP--coY=02Y------...--iNHERITANc'E--TAx-STA-fEMENT-'(fF-ACCouiif--.-..------------------ ---
ESTATE OF PETERS DANIEL W FILE NO.21 01-0675 ACN 101 DATE 06-03-2002
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: 05-13-2002
P R I NC I PAL TAX DU E : ...........................................................................................................................................................................................................................
5,432.78
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-06-2001 CDOO0492 .00 5,900.00
05-17-2002 REFUND .00 467.22-
TOTAL TAX CREDIT 5,432.78
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
1lI IF PAID AFTER THIS DATE, SEE REVERSE
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),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )