HomeMy WebLinkAbout01-0692
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY- PENNSYLVANIA
PETITION FOR GRANT OF LETTERS
Estate of Wayne R. Handshew No. dl- () J - ,q ~
also known as
, Deceased
Social Security No. 161402019
Janet Grove
Petitioner(s), who is/are 18 years of age or older, apply)ies) for:
(COMPLETE "A" OR "B" BELOW:)
o
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut
Decedent, dated and codicil(s) dated
named in the Last Will of the
State relevant circumstances, e.g., renunciation, death of executor, etc
Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incapacitated:
[J
B. Grant of Letters of Administration
(c.t.a., d.b.n.c.t.a: pendente lite, durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
Relationship
Residence
~
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland is/her last family or principal
residence at 2 Gutshall Road Shi ensbur Penns Ivania 0 lk
(list street, number and municipality)
Decedent, then 52 years of age, died November 12, ,2000, at ChambersburQ Hospital
(Location)
Decedent at death owned property with estimated values as follows:
(if domiciled in PA All personal property......................................... $
(if not domiciled in PA Personal property in Pennsylvania .................... $
(if not domiciled in PA Personal property in County.............................. $
Value of real estate in Pennsylvania.............................................................. ...... .................... $
Total ..................................................................................................................... $
.,.., 000 'CJ a
7 OCX;J , r-) r'\
Real Estate situated as follows:
Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in
the appropriate form to the undersigned:
Signature
Typed or printed name and residence
~
RW-1
/(p.,,~tj5 //3
Oath of Personal Representative
Commonwealth of Pennsylvania
County of CUMBERLAND
The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the
Decedent, Petitioner(s) will well and truly administer the estate according to law.
Sworn to and affirmed and subscribed 9 ~ IJ 1- ~ i'J
before me this
May
8th
day of
2001
vi/ij
DECREE OF REGISTER
Estate of Wayne R. Handshew
Deceased
No.
21-2001-692
also known as
Social Security No: 161402019
Date of Death: Nove:nber 12, 2001
AND NOW, Julv 30th 2001
reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters 0 Testamentary IXJ of Administration
, in consideration of the Petition on the
((e.t.a., d.b.n.e.t.; pendente lite; durante absentia; durante minoriate)
are hereby granted to Janet Grove
in the above estate and that the instrument(s), if any, dated
described in the Petition be admitted to probate and filed of record as the Last Will of Decedent.
Letters .................................... $ 40.00
FEES
Short Certificates( s) ...2.......... $ 6.00
Renunciation ......{.2.}.............. $10.00
Extra Pages (
) ...............
$
$
$
$ 5.00
$
$
Signature
I. T. R.. . . . . . . . . . . . .. .. . . .. ., ... . . . .. . . . . . .. .
TOTAL .............................$ ~1 nn
Attorney: H. Anthony Adams, Esquire
I. D. No: 25502
Address: 128 E. King Street
ShippensburQ
Telephone: (717)-532-3270
DATE FILED: July 30th, 2001
JCP Fee .................................
Inventory............. ............. ......
Other ......................................
Pa 17257
pUT LETTERSITN,' ATIORNEY"S" FIL'E.
Estate of
Wayne R. HRnrl~hpw
also known as
RENUNCIATION
No.
21-2001-692
, Deceased
The undersigned, Hazel KunklfllTlRn, Anep 1;1 H;1nrh;::hplA7 It Wi 11 i ~w Bandihetv
(Relationship) (Capacity)
the above Decedent, hereby renounce(s} the right to administer the estate and respectfully request(s} that
Letters of Administration be issued to J;mpt Grovp
hand this I cpn day of (lpp) ,}1)jj
~~~an A
135'S {)j,lbwJt;.1/, 7f~' 14
~~
(Signature)
J n~-~I ~
(Address)
Witness
ou.r
Sworn to or affirmed and subscribed
before me this IqOn day of
JJo~rn~~
Notary Public ~
My Commission Expires:
(Signature and seal of Notary or other
official qualified to administer oaths. Show
date of expiration of Notary's commission.)
RW-3
of
Po--
J 7 ~5 7
!/L~. I d~...,O-A~
" (Signature)
/.592- tJ-tJ..-..f./jA ~ I @ ~ .A
(Address) .
172-4 J
,
Notarial Seal
Dawn Marte Shoop, Nota~ Public
ShJp~nsburg Bore, CumbeMnd ~
My Commission Expires Feb. 5, 2004
NOTE: Renunciations executed outside the Office of Register of Wills are
required in some counties to be notarized.
RENUNCIATION
Estate of
Wayne R. Handshew
No.
21-2001-692
also known as
I Deceased
The undersigned, M,qry W~rlpl, Z()r~ H~nilc:::ht:>l.J R, Tlla111 ta CrUtRliRg
(Relationship) (Capacity)
of
the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that
Letters of Administration be issued to Janet Grove
hand this 1 q q,f') day of () pu --1 :J(f)/.
......,.,\. \,:V\.\...~ W~
1"') (Signature). .Ii
\ l.\ Cl tD 0 . ~~ ~ f<..c/l,
~~. ?~. }'76J 67
J (Address)
~ AJ.p/Yl<.hJV./.~A-/
- I ~ W (Signature) ,
~/!1~, ~~d~es!)7~6 7
~ ~7:., ~",_-L~
t7J 1(; S ~ ~. (Signature)
~'1 /z,. I?OSS
,/ (Address)
Witness
our
Sworn to or affirmed and subscribed
I op~l
Notarial Seal
s=Dawn Marte Shoop, Nota~ Public
urg Bora Cumberl8ncl ~
Comrntiab1 Expires Feb. 5, 2004
Notary Public
My Commission Expires:
(Signature and seal of Notary or other
official qualified to administer oaths, Show
date of expiration of Notary's commission.)
NOTE: Renunciations executed outside the Office of Register of Wills are
required in some counties to be notarized.
RW-3
{IOS.80S REV 9/86
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 original 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.
No.
-t;F €f~.
v Local egisrrar
Fee for this certificate, $2.00
p
6942427
lbv ~ti U'e'-o
21-2001-692
'Y 2IlI7
COMMONWEALTH OF PENNSYLVANIA · OEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
NAME OF DECEDENT (F... MlddIe. l.'
SEX
5TR' FIlE NU_1l
SOCIAL SECURITY NUMBER
CATE OF DEATH ,M"""'. 0... :;.;;;;,----
lMTHPI.ACE (CO!Y_
SIll.. at Fat..,., COUnltVl
aMale I. 161 - 40
PI.ACE OF DEAI'H(CIoecIl ""'Y"'" _ ""'0<;"""" "" _ _.
HOSPlTAI.,
.......... 0
.. 11/12/2000
FA
=lIvlD
White
SUIMVING SPOUSE
~_.WIdooNcl. (I_.IIIW__
\1_ ~ed- law .
'4f....ttl ,..Booole F. Reath
17e.1lO ....__10'0 SouthAmpton
'"
"""
~
_2..2t_"'~br
---_.
NolXl
24. " M. . '200 c.)
27. _ I' E_ltle_. ...0'____1... do.ln 00.......... IN _01 dying. oucn...._Of......aoory...'.... _or_,_
I Uol"""'_.._on_....
I
_ICAUII(FonaI
':=c:...:-__
i~.._
!~_-"IlI_
:~_E""~
CAUII__ClI ..".,
'---
'-*'O"_'LMT
PART III 0Illar .....-_--.g1O _.1IuI
""'-...ift....~.....~iftFWlTI.
WU AN AU1I:lPSY
~AFOAMED?
[ :
l;N bJr
OF DEArH?
..a-
D
o
ORE OF INJURY
.-. Oey, -I
TIME OF INJURY
INJURY AI' 'M)RI(? DESCAtlle HOW INJ\lRY OCC\lIlAI:O.
HDmJddt
,...... .........
... 0 NDO
_D ...0 ND
Could.... ..._
... -. a.
~~"""'-
.ct!RT1I'YWa I'IIYIlCIAIII (PlI_'*"'YnJuuoeol_ _ __ DhYIc........ P'onouncacl_1h ana _llam 23)
T.-_..""___...---IO....c:auM(.)....._.._... ........... ....... ..... ...... ...... ......... ......
.~ANOct!RTII'YWa_(PlIysIctan_p'onauncono_Ind'*"-lDcauoeol_1
T'II__oI"".....-..... _.._at.... _. _. _,... --IO-..uaec.1 _ __.._..........................
-.aICAL IXAIIlNERICOROHIR
]t.~ ":=::=~.~~.~~.~~~~: ~~".'.'.~~~I~~: ~~~ ~~ ~~~I~~..~~I~: ~~.~~~: ~.~~~~~~~~~).~ 0
REGlSTRAR'S SIGNATURE ANI) 00_
]7201
"
~~
:14.
/I
c.'
. ..
E
CERTIFICATION OF NOTICE UNDER RULE 5.6'a)
Name of Decedent: Wavne R. Handshew
Date of Death: 11/12/00
Will No.
Admin. No. 2001-00692
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on 12/24/01
Name
Address
Mary Wadel
14960 Burnt Mill Road
Shiooensbura Pa. 17257
1 Naugle Road
Shiooensbura. Pa. 17257
1165 Baish Road
Mechanicsbura. Pa. 17055
Zora Handshew
Juanita Crumling
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
NONE
Date: 12/24/01
Sign~~C'Cb
Name: H. Anthonv Adams
(V)
l!)
Address: 128 East Kina Street
Shiooensbura.
Pa. 17257
.........
~
;.-'1' I.
\0
N
c.....J
c::::l
Telephone(717) - 532- 327
2~ 1'c~
o'[J}
OQ;l
(1)0:
0::::
f5
(r)
.;.... ..0
.~ s:::
\1)=
Go
Capacity:
Personal Representative
X Counsel for Personal
Representative
~ ..
Wayne R. Handshew
Continuation of Certification of Notice Under Rule 5.6(a)
11/12/00
Names and addresses
Page 1
Name
Hazel Kunkleman
Angela Handshew
William Handshew
Janet Grove
4;:::'
-~
, ,
!C~ .~~),
o en
0(;.,)
\))0:
CI:
r"'I
Lf)
..-
a:
Address
1355 Centerville Road
Newville, Pa. 17241
1 Naugle Road
Shippensburg, Pa. 17257
1842 Walnut Bottom Road
Newville, Pa. 17241
26 Naugle Road
Shippensburg, Pa. 17257
"-0
N
c....J
o
5J
'j)
-c-g
.:}) =
5u
15
JRD/June 30, 1992/17858
OEC~001
Estate No.: 21-01-692
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
In Re: Estate of Wayne R. Handshew
Late of Southampton Twp
NO.
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: Janet Grove
Counsel for Personal Representative: H Anthony Adams Esq
Date of Grant of Original Letters: July 30, 2001
Date of Delinquency Notice: November 9, 2001
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6,
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 certification required by Rule 5.6(e), Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court
Orphans' Court Rules, was given by the Register of Wills on October 30,2001, and that the ten
(10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e)
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: December 3, 2001
~.
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for (1~1 /~c)JJ,f 9,"3 J In Courtroom No.3. If the
Certification of Notice is fil~;ri~ hearing date, the hearing will automatically be
cancelled.
Geor
D*(~
l ~--ala-D\
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
ADAMS H ANTHONY
1 28 EKING ST
SHIPPENSBURG, PA 17257
-------- fold
ESTATE INFORMATION: SSN: 161-40-2019
FILE NUMBER: 21-2001- 0692
DECEDENT NAME: HANDSHEW WAYNE R
DATE OF PAYMENT: 07/24/2001
POSTMARK DATE: 07/23/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 11/12/2000
NO. CD 000081
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $161.10
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$161.10
REMARKS: H ANTHONY ADAMS ESQUIRE
CHECK# 5875
SEAL
INITIALS: PB
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
/6 -;2.yC:- /,3
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, AllOWANCE OR DISAllOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
H A ADAMS
128 EKING ST
SHIPPENSBURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-17-2001
HANDS HEW
11-12-2000
21 01-0692
CUMBERLAND
101
*
REV-1547 EX AFP <12-00>
WAYNE
R
:PA 17257
Allount Re..itted
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 ~
R'E-V'=iS4j-i:3f-AFP--li2"=ool--NOTici--oF-iNHiifiTANci-TAjrA-PPRAisiiiENT~--Aii-oWANCE-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HANDSHEW WAYNE R FILE NO. 21 01-0692 ACN 101 DATE 09-17-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of line 14 at Spousal rate
16. Allount of line 14 taxable at lineal/Class A rate
17. Allount of line 14 at Sibling rate
18. Allount of line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
U)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
.00
7,410.59
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage liabilities/liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
nO)
6,068.10
.00
nl)
(2)
(3)
(14)
NOTE:
US) .00 X 00 =
(16) .00 X 045 =
(7) J,342.49 X 12 =
(18) .00 X 15 =
(9)=
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
7,410.59
6.068 10
1,342.49
.00
1,342.49
.00
.00
161.10
.00
161.10
PAYMENT RECEIPT DISCOUNT (+) AMOU"T PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-23-2001 CDOOO081 .00 161.10
TOTAL TAX CREDIT 161.10
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A ..CREDIT.. (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
.1
r.
t:i.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: ~)(A~ \e
Date of Death: (1/ /;:;"/;dOO 0
( (
~, I~ tucD sheu.J
Will No.
Admin. No. ~CD I ,"' OOf0 9" _
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. Statekhether administration of the estate is complete:
Yes j 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 repr~ntative file a final
account with the Court? Yes No~.
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative stat~n
account informally to the parties in interest? Yes ~ No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:
fold9/6d-..
{ I
A ~-tro;;.
Signature
jl. ~~~~,
Name (P ease ty or print)
i.{C( . !A>' ~e .s.~f-
~c...l~F..\sJ"~l""'.j1 \b. (7:;)5"?
Addres
(7 t7) ~ 3d - ~ 70
Tel. No.
Capacity:
(MAH:rmf/AM3)
P~~sonal Representative
~~ounsel for personal
representative
.....
..
Cumberland County - Register Of Wills
Hanover and High Street
Carlisler PA 17013
Phone: (717) 240-6345
Date: 10/08/2002
GROVE JANET
26 NAUGLE ROAD
SHIPPENSBURGr PA 17257
RE: Estate of HANDSHEW WAYNE R
File Number: 2001-00692
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. 1r for decedents dying on or after
July 1r 1992, the personal representative or his counsel, within two
(2) years of the decedent's deathr shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 11/12/2002
Your prompt attention to this matter will be appreciated.
Thank You.
SincerelYr
~ 7Jt/JdAJ~44p-
MARY C. LEWIS ~#
REGISTER OF WILLS
cc: vFile
Counsel
Judge
REV.1500EX+(6_00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
. HARRISBURG, PA 17128-D601
/4.> ~Si 1-1 .5.} 3
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I-
Z
W
C
W
(.)
W
C
w
....
~:!tJ)
,,"''''
wo."
",00
,,"'....
0.",
0.
..
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Wa ne R. Handshew
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
OFFICIAL USE ONLY
<!-
11/12/2000'.. , 01/25/1948
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
00 1, Original Retum
D 4, Limited Estate
o 6. Decedent Died Testate (Attach copy of Will}
D 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a, Future Interest Compromise (dale of death afler 12.12-B2)
o 7. Decedent Maintained a Living Trust (Attach copy oITrust)
D 10. Spousal Poverty Credit (dateofdeathbelween 12-31-91 and 1-1-95)
FILE NUMBER
~-qJ-
SOCIAL SECURITY NUMBER
kq~
NUMBER
161-40-2019
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3. Remainder Retum (date of death prior 10 12-13-82)
D 5. Federal Estate Tax Return Required
_ 8, Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach SchQ)
THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL tAX INFORMAt10N SHOULD BE DIRECTED TO:
NAME COMPI ETE MAILING ADDRESS
H. Anthon Adams 128 East King Street
FIRM NAME (If Applicable)
z
o
~
...J
::l
I-
0::
cl:
(.)
w
0::
z
o
i=
~
::l
a.
:i!
o
(.)
~
I-
....
z
w
c
z
o
a.
'"
w
'"
'"
o
"
TELEPHONE NUMBER
717.532-3270
Shi
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
PA 17257716
OFFICIAL USE ONLY
X _(15)
X _(16)
1 ,34249 X .12 (17) 161.10
X .15 (18)
(19) 161.10
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)
g. Funeral Expenses & Administrative Costs (Schedule H)
(6)
(7)
(9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedu~e I) (10) _
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental BequestsfSec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subjectto Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SORE TO )liN$WItR AtUllllla TIONS d/llfl:It1tE~SI!rSIDE )liND RECHECK MATI'I < <
7,410.59
(8)
7,410.59
6,068.10
(11)
(12)
(13)
6,06810
1,34249
(14)
1 ,34249
Decedent's Complete Address:
STREE1 ADDRESS
2 Gutshall Road
CITY I STATE I ZIP
Shippensburg Pa. 17257
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C Discount
(1)
161.10
Total Credits (A + B + C) (2)
3. InteresUPenalty if appiicable
D.lnterest
E. Penalty
TolallnleresUPenalty (0 + E) (3)
4. 11 Line 21s greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 10 request a refund (4)
5. If Line 1 + Line 3 is grealer than Line 2, enler the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + SA. This IS the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
161.10
161.10
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Ves No
a. retain the use or income of the property transferred; ........ ................ .................. 0 [RJ
b. relaintherighttodesignatewhoshallusethepropertytranslerredoritsincome; ....... .................. .. 0 0
c. retain a reversionary interest; or .................. ... 0 0
d. receive the promise for life ot either payments, benefits or care? . ........... 0 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?....... . ............. .................... ... 0 [K]
3. Did decedent own an "in trust lor" or payable upon death bank account or security at his or her death? ... .. 0 [RJ
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ............ ................... ................ ........................ .. 0 [K]
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 perjul)', I declare that l have examined this return, includi~ accompanying schedules tlnd statements, and to the Desl 01 my knowledge and belief, it is true, correct
and complete,
Declaration of preparer other than the personal representative is based on all Information of which preparer has any knowledge
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
ADDRESS ~~L--o,ur tf ~~ CJ--Af<j //:d..OOI
6 Naugle Road '
S i e ur Pa 17257
SIGNATURE OF P. PAR R 0 DATE
AODRESS
128 East King Street
Shippensburs:\
Pa 17257
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 forthe use of the surviving spouse is 3%
[72 PS ~9116 (a) (1.1) (i)l.
For dates of death on or after January I, 1995, the tax rate imposed on the net value of transfers to or forthe use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (il)].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requiremen1s for disclosure of assets and filing a tax return are 8tm appl1cable even if
the surviving spouse is the only beneficiary,
For dates of death on or after Juiy 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent ollhe child IS 0% [72 PS. ~9116(a)(1.2)J.
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneticiaries Is 4.5%, except as noted 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 whettler by blood or adoption.
REV-1509EX+(1.97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEQENT
SCHEDULE F
JOINTL Y.OWNED PROPERTY
ESTATE OF
Wavne R Handshew
If an asset was made joint within one year of the decedent', date of death, it mU'it be reported on Schedule G.
FILE NUMBER
SURVIV1NG JOINT TENANT{S) NAME
RELATIONSHIP TO DECEDENT
ADDRESS
A. Mary Wadel
B lara Handshew
c Juanita Crumling
14960 Burnt Mill Road
Shippensburg, Pa. 17257
Naugle Road
Shippensburg, Pa. 17257
1165 Baish Road
Mechanicsburg, Pa. 17055
sister
sister
sister
JOINTLY.OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT deed for jointly-held reai estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. all above 6/20/82 Real Estate lying and being situate in South Newton Town 59,284.70 12.5 7,410.59
Cumberland County, Pennsylvania as per Cumberland
County Deed Book V, Volume 31 at page 592
TOTAL (Also enter on line 6, Recapitulation) $ 7410.59
(it more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Wayne R. Handshew
PaQe 1
Schedule F-1 - Jointly Owned Property
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
D. Hazel Kunkleman
1355 Centerville Road
Newville, Pa.
sister
E. Angela Handshew
1 Naugle Road
Shippensburg, Pa. 17257
sister
F. William Handshew
1842 Walnut Bottom Road
Newville, Pa. 17241
brother
G. Janet Grove
26 Naugle Road
Shippensburg, Pa 17257
sister
REV-,51'EX+('-97j
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Wayne R Handshew
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Fogelsanger-Bricker Funeral Home 5,554.00
8. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (5)
Social Security Number(s) I ElN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees H. Anthony Adams 350.00
3. Family Exemption: {If decedent's address is not the same as clalmanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Register Of Wills 76.00
5. Accountant's Fees
6. Tax Return Preparers Fees
7. Ambulance service from last illness 88.10
TOTAL (Also enter on line 9, Recapitulation) $ 6068.10
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX +(1_971
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
" . I-l~n~ohaw
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. Mary Wadel sister 1/7
14960 Burnt Mill Road
Shippensburg, Pa. 17257
2. Zora Handshew sister 1/7
1 Naugle Road
Shippensburg, Pa. 17257
3 Juanita Crumling sister 1/7
1165 Baish Road
Mechanicsburg, Pa. 17055
4. Hazel Kunkleman sister 1/7
1355 Centerville Road
Newville, Pa. 17241
5 Angela Handshew sister 1/7
1 Naugle Road
Shippensburg, Pa. 17257
6. William Handshew brother 1/7
1842 Walnut Bottom Road
Newville, Pa. 17241
7. Janet Grove sister 1/7
26 Naugle Road
Shippensburg, Pa. 17257
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
1.
B. CHARITABLE ANO 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)