HomeMy WebLinkAbout01-0708
&W~~-Helen w. Alexander
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
;l.l:OJ - 70 i
No.
To:
Register of Wills for the
. Deceased. County of Cumberland in the
Social Security No. ? 0 4 - 0 1 - A E\ A 1 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 execut r i x
in the last will of the above decedent, dated September 6
and codicil(s) dated
named
,ao~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumber 1 and County, Pennsylvania, with
h last family or principal residence at Mess iah Vi llage
100 Mt. Allen Dr., Mechanicsburq. PA 17055
(list street, number and muncipality)
Decendent, then aa- 91J years of age, died May
at Messiah Village
Except as follows, decedent 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:
Decendent 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
situated as follows:
16
,4'.)01
$ 2,000.00
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters Tcotamcntary
(testamentary; administration c. La.; administration d. b.n.c.La.)
theron.
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OATH OF-PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OF CTTMBERLAND 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 I and truly administer the estate according to law.
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~o. 21-2001-708
Estate of
Helen W. Alexander
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW August 2nd i9 2001, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated SeptenhPr nTh r 7.nnn
described therein be admitted to probate and filed of record as the last will of
Helen W. Alexnnder
and Letters Testamentary
are hereby granted to Patricia A. Leaman
FEES
JA~ ,
ary C. Lewis ~
Probate, Letters, Etc. .........
Short Certificates( 5) . . . . . . . . . .
Renunciation ................
x-Pages (1)
JCP
$ 25.00
$ 15.00
$
$ 3.00
TOTAL _ $ 5.00
August 2nd,2001 $ 48.00
David w. KnRllpr 21582
ATTORNEY (Sup. Ct. J.D. No.)
411A East Main Street
MecnanlCSb~%t)l&~S l/U~~
Filed
(717)795-7790
PHONE
MAILED LETTERS 'ID ATIDRNEY
21-2001-708
REGISTER OF WILLS OF Cumberlnnn COUNTY
OATH OF SUBSCRIBING WITNESS
NCAt~~G\'- \ ~. '!:J::. Ir
(each) a subscribing witness to the will presented herewith, (eIEk) being duly qualified according to
law, depose(s) and say(s) that I was present and saw
Helen W. Alexander
the testa~ix , sign the same and that I
request of testaLr,a_ in her presence and (in the PI:
other subscribing witness(es)).
signed as a witness at the
nce of each other) (in the presence of the
Sworn to or affirmed and subscribed before
me this 11 th
Jul
(Address)
(Name)
(Address)
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIB~~ WITNESS
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
familiar with the signature of
codicil
testat_ of (one of the subscribing witnesses to) the will presented herewith and
codicil
that believes the signature on the will is in the handwriting of
to the best of
knowledge and belief.
Sworn to or affirmed and subscribed before
me this day of
19_
(Name)
,/
(Address)
Register
(Name)
(Address)
REGISTER OF WILLS OF ClmhPrlrinn COUNTY
OATH OF SUBSCRIBING WITNESS
AM y kNAU81Z..
~
(Mdt) a subscribing witness to the will presented herewith, (oaa) being duly qualified according to
law, depose(s) and say(s) that I was present and saw
Helen W. Alexander
the testat rix , sign the same and that I signed as a witness at the
request of testatrix in h er presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this 1st
August
.:- ,) ~. t
M~c$t~
rhi . 17 on
(Name)
(Address)
REGISTER OF WILLS OF <;OUNTY
OATH OF NON-SUBSCRIBING WITNESS
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(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
familiar with the signature of
codicil
testat_ of (one of the subscribing witnesses to) the will presented herewith and
codicil
that believes the signature on the will is in the handwriting of
to the best of
knowledge and belief.
Sworn to or affirmed and subscribed before
me this day of
19_
(Name)
"
(Address)
Register
(Name)
(Address)
This is to certify that the information here given is correctly copied fron: an original ce~tificate of death dul~ filed with me as
Local Registrar. The original certificate will be forwarded to the State VItal Records Office for permanent filmg.
WARNING: It is illegal to duplicate this copy by photostat or photograph,
No.
~~~'';7
Local Registrar
--
Fee for this certificate, $2.00
p
7428473
MAY 2 1 20~
Date
21-2001-708
Rev 2/87
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
NAME OF DECEDENT ,F". _.la,
1. Helen W. Alexander
AGE (l_llirMeyI UNDER , YEAR UNDER t I)jIW
MonItle o.v. HDIn I ......
.
SEX
SWE FlU NUMBER
SOCIAL SECURITY NUIot9ER
I/fmIOLACE (Coly IIld
SIaIe CII Fa...,., CounuYl
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white
SUfMVIMG SPOUSE
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DECEDENT'S
ACTUAL
RESIDENCE
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PA 1701.1
AVICE lICENSEE OR PERSON ACTING AS SUCH
ICENSE NUY8EA
FD 012-848-L
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MS CASE REFERRED TO MEDICAl ElWotlNEAICOAQNER7 W'
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PART .: Olhar aigrIiIIcalII ClOllllIIiofta ~ 10 cIaalfI. ...
.... ......1n1he ~ talM giwn In IWU I.
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DUE 1OlO' AS A CONSE~NCE
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........... daIIIlI LAST
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DUE "IOCCA AS ACONSEOUENCE 01'):
DUE 1OlO' AS A CONSEOUENCE 01'):
.sAN M1K)PSV M AU1QPS'f FlNDINOS MANNER OF DEATH 0A11: OF INJURY
I'Ulf'OME07 MUl..MLE I'flIOR 10 IT MoIllh. Day. 'lltatl
CClW'lETlON OF CAUSE 0
OF DEArH7 ......... Hamicida
Acc:odanI 0 PendIng ~Iion 0
..... 0 Noc1 _0 No (]..I Suicida 0 CcMd _ loa.........- 0
TIIolE OF INJURY
INJURY R WOAK? DESCRI8E HOW INJURY OCCUNlED.
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'PIIOIIOlIMCING ANOc:eRTII'YMiIG PHYSICIAN~ bolI1 P'C>nOW1C"'9 <Je'-' afl<lcel1llyonglOcauSfl cI dNlI1l
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'~ EXAMlNERICORONER
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21-2001-708
LAST WILL AND TESTAMENT
OF
HELEN W. ALEXANDER
KNOW ALL MEN BY THESE PRESENTS, That I, HELEN W. ALEXANDER, of the
Township of Upper Allen, County of Cumberland, and Commonwealth of Pennsylvania, do
make, publish, and declare this instrument to be my Last Will and Testament, hereby
revoking and making void any and all former Wills by me at any time heretofore made.
FIRST: I give and bequeath unto Judy Wiley the grandfather's clock and the two
antique chairs that had been in my room at Messiah Village.
SECOND: I give and bequeath unto Mark Wiley the Lazy-Boy chair that had been in
my room at Messiah Village.
THIRD: I direct the Executrix hereof to pay all my just debts, funeral expenses and
costs of administration as soon as conveniently may be done after my death. I further
direct the Executrix hereof to pay all inheritance, estate, transfer and succession taxes
which may be levied or assessed upon any property which is included as part of my gross
estate for the purpose of any such tax.
FOURTH: I give, devise and bequeath unto PATRICIA A. LEAMAN and JAMES R.
LEAMAN rest, residue and remainder of my estate, realty and personalty, howsoever
designated wheresoever situate, per stirpes.
~ FIFTH: I appoint PATRICIA A. LEAMAN. to be Executrix of this my Last Will and
LA Testament. I do hereby give to the Executrix hereof full power, discretion and authority at
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any time or times to sell, at private or public sale, mortgage, lease, pledge, exchange or
otherwise deal with or dispose of the property comprising my estate as deemed best, to
settle and compound any and all claims in favor of or against my estate as deemed best
and, for any of the foregoing purposes, to make, execute and deliver any and all deeds,
mortgages, contracts, leases, bills of sale or other instruments necessary or desirable
therefor.
LASTLY: I direct that no fiduciary appointed by this, my Last Will and Testament,
shall be required to give bond and that if, notwithstanding this direction, any bond is
required by any law, statute or rule of court, no surety shall be required thereon.
IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and
Testament, consisting of two (2) typewritten pages on the margin of which (except this
page) I have affixed my initials this f.p'*'-day Of~lf~.. . .~~...D. 2000.
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Signed, sealed, published and declared by HELEN W. ALEXANDER, the above-named
Testatrix, as and for her Last Will and Testament, in the presence of us and each of us,
who at her request, and in her presence, and in the presence of each other, have hereunto
subscribed our names as attesting witnesses.
-2-
.
. .
County of Cumberland
ss.
Commonwealth of Pennsylvania
ACKNOWLEDGMENT AND AFFIDAVIT
We, HELEN W. ALEXANDER, the testatrix, and the undersigned witnesses to the
Will, the attached or foregoing instrument, having been qualified according to law do
depose and say:
(a)that I, the testatrix, do hereby acknowledge that I signed the instrument as my
Will, that I signed it willingly and as my free and voluntary act for the
purposes therein expressed; and
(b )that we, the witnesses, were present and saw the testatrix sign the instrument as
her last Will, that she signed it willingly and as her free and voluntary act for
purposes therein expressed; that each of us in the hearing and sight of the
testatrix signed the Will as a witness and that to the best of our knowledge
the t~statrix was at that time 18 or more years of age, of sound mind and
under no constraint or undue influence.
Sworn t or affirmed before me by H~LEN W. ALEXANDER, testatrix, and Nathan
Byerly and A y Knauer, witnesses, this Co 1- day of C:;ep ~ b [c, 2000.
HELEN W. ALEXANDER
CJaJl W. ~
David W. Knauer
Attorney 1.0. No. 21582
- 3-
CERTIFCATION OF NOTICE UNDER RULE 5.6(A)
-ALfcKANO€R- JdG~1 (A) ·
Date of Death: ~ ~ I dov I
WillNo.:--2:1-;:)ool v70pj Admin No.:
Name of Decedent:
To the Register:
.s
-----
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
1dri-1'4"t7'J ~~
Address
~t ~ ru 'I ~Jw I ~/J-. /103"2
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
O~tJ~
Signature I
~tw fll W. ~AuBR-
Name
Date:~ (0'
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: HELEN W. ALEXANDER
Date of Death: Mav 16. 2001
Will No. 21-01-0708
Admin. No.
To the Register:
I certify that notice of beneficial interest 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 Auaust 2.2001:
Name
Address
Patricia A. Leaman
88 Harmon Road. Halifax. PA 17032
Notice has now been given to all persons entitled thereto under Rule 5.6 (a)
except
Date: October 21. 2002
~~
Signature
Name: David W. Knauer
Address: 411 A E. Main Street
Mechanicsburg. PA 17055
Telephone:
(717) 795-7790
Capacity: _ Personal Representative
-L Counsel for personal
representative
JRD/June 30, 1992/17858
DEe 0 4 2001
Estate No.: 21-01-708
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLV ANIA
In Re: Estate of Helen W. Alexander
Late of Upper Allen 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: Patricia A. Leaman
Counsel for Personal Representative: David W. Knauer Esq
Date of Grant of Original Letters: August 2, 2001
Date of Delinquency Notice: November 12, 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 November 15, 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
Certification of Notice is
cancelled.
t 9 '3~ In Courtroom No.3. If the
ed prior, 0 the hearing date, the hearing will automatically be
Geor
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".. BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT~ ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DAVID W KNAUER ESQ
KNAUER & ASSOCS
411A E MAIN S1
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-10-2002
ALEXANDER
05-16-2001
21 01-0708
CUMBERLAND
101
*'
REV-1547 EX AFP 101-02)
HELEN
W
Allount Rellitted
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"Ey:is4-j-ix-AFP--coi-:021--NOTici--oF-'ftiHiififAifcE-TAi-APPRAIsiitENT~--AiioWAifcE-oR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ALEXANDER HELEN W FILE NO. 21 01-0708 ACN 101 DATE 12-10-2002
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 ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
4,453.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnenta1 Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subiect to Tax
(9)
(10)
9,,342.00
.00
(11)
(12)
(13)
(14)
NOTE:
.00 X 00 =
.00 X 045 =
.00 X 12 =
.00 X 15 =
NOTE: To insure proper
credit to your account~
subllit the upper portion
of this forll with your
tax paynent.
4,,453.00
9.34? no
4~889.00-
.00
4~889.00-
(19)=
.00
.00
.00
.00
.00
TAX CREDITS:
r-,,, nl:l.. KI:'-I:.r.rl (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
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 HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
STATUS REPORT UNDER RULE 6.12
Name ofDecedent: ~vv U\J AiM<1/~
Date of Death: 1nAw /10 I ~ (
Will No.: :Joo I-Jo) ()f5 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:
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,
1. State whether administration of the estate is complete:
Yes ~ No 0
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal wesentative file a final account with the Court?
Yes - No 1fJ
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal~resentative state an account informally to the parties
in interest? Y es ~ No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to thVPfrt._. I / ~
Date:~IJ ~JtQ Wl~
Signature '
f~rrt)kl[ll;? W' ~&-
Name
~,/ikN ~
Address I cPtr {l air
/1{ ~11c- ,-T}1o
Telephone No.
Capacity:\. Q:ersonal Representative
RCounsel for personal representative
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
.
Date: 4/09/2003
LEAMAN PATRICIA A
88 HARMON ROAD
HALIFAX, PA 17032
RE: Estate of ALEXANDER HELEN W
File Number: 2001-00708
Dear Sir/Madam:
It has corne 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.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 5/16/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
cc:~File
Counsel
Judge
.
REV-1500EX{6_00I'
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
OFFICIAL USE ONLY (~
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
__2 () </
NUMBER
FILE NUMBER
;).,1 - 0 1-
COUNTY CODE YEAR
I-
Z
W
C
W
(,)
W
C
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Alexander, Helen W.
DATE OF DEATH (MM-DD-YEAR)
May 16, 2001
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
SOCIAL SECURITY NUMBER
204 - 01 -8583
DATE OF BIRTH (MM-DD-YEAR)
May 26, 1910
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
[]- 1. Original Return
D 4. Limited Estate
D 6. Decedent Died Testate (Afulch oopy of Will)
o 9. litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (date of death after 12.12-82)
D 7. Decedent Maintained a Living Trust (Attilch copy 01 Trust)
D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
o 3. Remainder Return (date of death prior to 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 Sch 0)
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NAME
COMPLETE MAILING ADDRESS
411A E. Main street
Mechanicsburg, PA 17055
David W. Knauer, Esquire
FIRM NAME (II Applicable)
TELEPHONE NUMBER
(717) 795-7790
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1) None OFFICIAL USE ONLY
(2) None
(3) None
(4) None
(5) 4,453
(6) NnnQ
(7) None
(8) 4,453
(9) 9,342
(10) None
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
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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)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
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)
(11) 9.342
(12) -4,889
(13) None
-4,889
(14)
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 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a}(1.2)
x.O_ (15)
x.oA5 (16)
x .12 (17)
x .15 (1B)
(19) NONE
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
Decedent's Complete Address:-
STREET ADDRESS ..
2015 Mt. Allen Drive
CITY Mechanicsburq I STATE PA I ZIP 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A + B + C) (2)
3. InteresUPenalty if applicable
D. Interest
E. Penalty
TotallnteresUPenalty ( 0 + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;... ..................... ...................... D [3{]
b. retain the right to designate who shall use the property transferred or its income; .............. 0 IRI
c. retain a reversionary interest; Of... . ........................ ........................ ..... 0 ~
d. receive the promise for life of either payments, benefits or care?.. . ........................ .. 0 I.Kl
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ..............................,. . . ................... ......................... D !Xl
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.. ........... D ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . ........................... ................. ....... 0 ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties 01 perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of 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 preparerhas any knowledge.
SIGNAT5E OF PERSON RESPONSIBLE FO FILING RETURN
': cdJ ,I B N\J,^,~
ADDRESS
c
2:'ye (ltL
DATE
10
88 Harman Road, Halifax, PA 17032-9236
DATE
ADORE
411A E. Main street, Mechanicsburg, PA 17055
!III ____._ JL_.,_L
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. ~9118 (a) (1.1) (ill.
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9118 (a) (1.1) (ii)).
The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparenl of the chiid is 0% [72 P.S. ~9116(a)(I.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.21 [72 P.S. ~9116(a)(I)].
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. ~9118(a)(1.3)l 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.
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Alexander, Helen W.
FilE NUMBER
2001-00708
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
2,002.98
AllFirst Bank
Account No. 00105-1281-0
2.
Janney Montgomery Scott
19.56
3.
Credit from Messiah Village
2,430.30
TOTAL (Also enter on line 5, Recapitulation) $ 4 , 452 . 84
(If more space is needed, insert edditional sheets of the same size)
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"100 MT. ALLEN DRIVE
PO BOX 2015
MECHANICSBURG, PA 17055
(717) 697-4666
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1fff;::~'~fi~~.~.);~.,;.:"".,,,, ,- - ---, .. .', ".
L Y 0::':' .....2430 DOLLARS AND 30 CENTS
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PATRICIA LEAMAN, EXECUTRIX FOR
TH~'-ESTATE OF HELEN ALEXANDER
88 HARMON ROAD
HALIFAX, PA 17032
." . ..-}t::;::<,\'."';" .
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PNC BANK, N.A.
SOIJTHCENTRAL, PA
60-1273/313
Yl.O-113Ol(R....EIII9)
11"01;221;1,11" 1:0~~~~2?~81: 50?OW~81,1;1I"
CHECI~ N(l.
CHECK DATI:
DOLLARS
062264
62264
09/17/2001
2,430.30 .
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_ REV-1511EX+11-97)
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SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Alexander, Helen W.
FILE NUMBER
2001-00708
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Parthemore Funeral Home 6,718
2. Miscellaneous funeral expenses 275
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s) Patricia A. Leaman
Social Security Number{s) f EIN Number of Personal Representative(s)
Street Address 88 Harmon Road
City HrJl ; frix State PA Zip 17032
Year{s) Commission Paid:
2. Attorney Fees David W. Knauer, Esquire 2,133
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant N()n~
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Cumberland Co. Register of Wills 48
Inheritance Tax filing fee 15
5. Accountant's Fees None
6. Tax Return Preparer's Fees Included in Attorney's Fees
7. Estate Advertising - Cumberland Co. Law Journal 75
The Sentinel 78
TOTAL (Also enler on line 9, Recapitulation) $ 9,342
(If more space is needed, insert additional sheets ot the same size)
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Alexander, Helen W.
FILE NUMBER
2001-00708
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
AMOUNT OR SHARE
OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. Patricia A. Leaman
88 Harmon Road, Halifax, PA 17032
Niece
100%
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 AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET :$:1 00%
(If more space is needed, insert additional sheets of the same size)