Loading...
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)