HomeMy WebLinkAbout01-0798
"
,
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of
Gwendelene E. Eurich
No.
~/-OJ- ']CJt/
also known as
Deceased
Social Security No. 176-07-8222
Paul William Eurich
Petitioner(s), who is/are 18 years of age or older, apply(iesl for:
(COMPLETE "A" OR "B" BELOW:)
[!] A. Probate and Grant of Letters and aver that Petitioner(s) is/ane the execut--'lr- named in the Last Will of the
Decedent, dated June 7. 1985 and codicil(s) dated
Note, Paul H. Eurich died June 12, 1993; Charles E. Eurich and Rosemary L. Spahr
renounced their ri~ht to serveirt a renunciation filed with the Register of Wills.
~tate relevant circums~anoes, 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 incompetent:
D
B. Grant of Letters of Administration
(d.b.n.c.t.a.: pendente lite; durante absentia; durante minoritatel
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if
any) and heirs:
Name
Relationship
Residence
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with :ttic>/her last family or principal
residence at Messiah Village. Upper Allen Township. Cumberland County. PA
(list street, number and municipality)
Decedent, then ~ years of age, died Augus t 13
,20~~at Messiah Villege, Cumberland County, PA
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PAl All personal property ................................................................$ 49,000.00
(If not domiciled in PAl Personal property in Pennsylvania...............................................$
(If not domiciled in PAl Personal property in County.......................................................$
Value of real estate in Pennsylvania................ ................. ....................... ...... ..................................... $
Total..................... .................................. ......................................................... ................$ 49, 000 . 00
Real Estate situated as follows: None
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:
rinted name and residence
Paul William Eurich
23 Impala Drive
Dillsburg, PA 17019
Form RW-l Page 1 of 2 (Cumberland County) - Rev. 9/92
/7-.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~~ cJ~ ~
Paul William Eurich
before me this
27th
day of
August 2001
~(?,~ aML~*
Me. Lewis"
No.
Estate of
21-01-798
Gwendelene E. Eurich
Deceased
Social Security No: 176-07-8222
Date of Death Augus t 13, 2001
AND NOW, August 28th , 2001 ,in consideration of the Petition
on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters I[] Testamentary 0 of Administration
are hereby granted to Paul William Eurich
d.b.n.c.t.; pendente lite; durante absentia; durante minoritate
in the above estate and that the instrument{s) dated June 7. 1985
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
$ 9.00
$ 10.00
$
$ 6.00
$
$ 5.00
$
$
Letters........................... $ 7 0 . 00
Short Certificate(s).... .3....
Renunciation..... .4...........
Affidavit ( ).................
Extra Pages (2 )............
Codicil......................... .
JCP Fee........................
Inventory........ ........... ....
Other........................... .
Attorney: Stephanie Kleinfelter, Esq.
I.D. No 80089
Address: McNees Wallace & Nurick LLC
100 Pine Street, P.O~.Box 1166, Harrisburg, PA 17108
Telephone 7] 7 217 '5228
Form RW-l Page 2 of 2 (Cumberland County) - Rev. 9/92
TOTAL................ $ 100.00
MAILED LETTERS TO ATTORNEY
WARNING: IT IS ILLEGAL TO ALTER TH!S COpy OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGflAPH.
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DE ~il IIIENf :cUll Vi dOLI
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CERT. NO. T 4960284
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21-01-798
Name of Decedent
.___-'iwe.ndele.na..L_.-E.urich __
f" ..~.,
Sex ___~_K~~C!1~_______ Social Security No. _____...!..?~-07-8222
Date of Death Aug. 13, 2001
Date of Birth----.--5-ept-.-~T-+9-l-1 Birthplace----Bend-e-F&vi-l-l.e-,.- Adams CG-.-r--P-A-------
';
Messiah Village Cumberland Co. Upper Allen Twp.
Pennsylvania
Place of Death
- 1'1:. '~.l1r,I'
Cilv_ [=iorCl',Jgl:l mvn~l:ill
Race_u_ ..W~_i~~.___ Occupation ______~~fete~~_~~~~~~. Armed Forces? (Yes or No).
Decedent's
Marital Status--.-.~dowed __ Mailing Address _--:;--____..P...1L.-Box...2.Ol5 Mpch(lni c~hurg! PA LZQli
< , " "'-I ~. J -. . ' .:'.1 ,- ':". ,I I_~ 'I v :..: ,(\ '.'."
no
State
Informant _ _.-P-a-l\.l.-W-.-~-Ch----------- Funeral Director
Name and Address of
Funeral Establishment
.. n____.____~w-.I~ockli..!h.. F. D.
COCKLIN FUNERAL HOME ,-1N.C...- Di llsb1\rg, PA__ 17019
Part I:
Immediate Cause
Interval Between
Onse: and Death
(a) ..
._pneumonia
________~______~.._.~~~~_____.....L"_._~___.
(b) H____ __.
(e)
____. ____._._._._....__. ..._______..______________L._...
Part II.
(d)__________ _____~_
Other Si9nificant Conditions
.._ ..___.__.___.._.~_.____J..
Manner of Death
Describe how injury occurred:
Natural
~x
Homicide
Pendin';:J Investigation
Could not be Determined
Accident
Suicide
Name and Title of Certfier _
Michael DeMichell~~.___.___________
(M.D., D.O., Coroner, ME)
Address_____..lillLI.OlA7ther St.. Lemoyne. PA 17043
This IS to certify that the Information here given is correctly copied from an original certificate
of death du:y filed with me as Local Registrar. The original certificate ~ ~ forwarded to the
State Vita Flecords Office for permanent filing. k~ tt=' ~
'r- 67608
J'~:lstr;'r 'll ')!1,1I F~'-;UJr:ls
ri,;!ricl No
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153 Logan Rd.._J)J,l1sbu~ PA} 721-..9___
(;lr",81 Pldd,,'J,",,-
"OV\i:",;llIP
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ilia%! mill ann QJ~$mt1ltnt
OF
GWENDELENE E. EURICH
BE IT REMEMBERED THAT I, GWENDELENE E. EURICH, of 31 Hanover
Street, Dillsburg, York County, Pennsylvania, being of sound
mind, memory and understanding, do make, publish and declare
this as and for my Last Will and Testament, hereby revoking and
making null and void any and all Wills and Testaments and writings
in the nature thereof by me, at any time heretofore made.
ITEM 1: I direct that all my just debts and funeral expenses
be paid as soon after my demise as may be convenient.
ITEM 2: All the rest, residue and remainder of my Estate,
of whatsoever nature and wheresoever situate, whether it be real,
personal or mixed, including property over which I have a power
of appointment, I give, devise and bequeath unto my husband,
PAUL H. EURICH, absolutely, provided he survives me for a period
of thirty (30) days.
ITEM 3: Should my husband, PAUL H. EURICH, predecease
me, fail to survive me for a period of thirty (30) days, or should
we die simultaneously, I then give, devise and bequeath my entire
residuary estate unto my children as follows: PAUL WILLIAM EURICH,
CHARLES E. EURICH and ROSEMARY L. SPAHR, in equal shares per
stirpes.
ITEM 4: I direct my Executor to pay all inheritance, estate,
succession and legacy taxes of whatsoever nature and kind, to
which my Estate or the transfer of any property passing hereunder
or otherwise passing by reason of my demise, may be subject and
to charge such taxes against my residuary estate, it being my
intention that none of the aforesaid taxes, either federal or
state, on any property required to be included in my gross estate,
k-
/~ .L____c.t.Lk.--~"'- E: &: I.,~'~ ( SEAL)
GWENDELENE E. EURICH
under the provisions of any state or federal law now in force
or hereafter enacted, shall be prorated among the persons interested
in my Estate to whom such property is or may be transferred or
to whom any benefit accrues.
ITEM 5: I appoint my husband, PAUL H. EURICH, as Executor,
of this My Last Will and Testament. Should my husband, predecease
me, fail to qualify, cease to act or renounce probate, I then
appoint my three children: PAUL WILLIAM EURICH, CHARLES E. EURICH
and ROSEMARY L. SPAHR as alternate Co-Executors of this my Last
Will and Testament.
ITEM 6: I direct that my Executor, guardian and their
successors shall not be required to give bond for the faithful
performance of their duties in any jurisdiction.
this
IN WITNESS WHER
7~
day of
have hereunto set my hand and seal
, 1985.
PI..' t-"
./::l-Gd.e.._.._d!.eJ.t.$-<-J,- e, ~"k<.4 SEAL)
GWENDELENE E. EURICH
-2-
COMMONWEALTH OF PENNSYLVANIA:
SS
COUNTY OF YORK
We, GWENDELENE E. EURICH, JAN M. WILEY, and GLENDA M. WETHINGTON,
the Testatrix and the witnesses respectively, whose names are
signed to the attached or foregoing instrument, being first duly
sworn, do hereby declare to the undersigned authority that the
Testatrix signed and executed the instrument as her Last Will
and Testament and that she had signed willingly (or willingly
directed another to sign for her), and that she executed it,
as her free and voluntary act for the purposes therein expressed,
and that each of the witnesses, in the presence and hearing of
the Testatrix signed this Last Will and Testament as witnesses
and that to the best of their knowledge, the Testatrix was at
the time, eighteen (18) years of age or older, of sound mind
and under no constraint or undue influence.
.);jUJ~j!e~.~. 9 ~~/~-c4
GWENDELENE E. EURICH
(SEAL)
~~ ,(_J~
. 0LeI~ J>>ddf;'-
wtTNESS
Sworn to and subscri~ to before me
this ~ day of \J.A _..I , 1985.
If
p~ Jn~/ffrJ~
MY COMMISSION EXPIRES:
GLENDA I. WElHIMGTON. N01A1J;~1S
DILLSBURG BOROUGH. VORl ~T'
MY COIIMISSION EXPIRES D~. 2.7. 1_,
lIember. Pennsylvania Alsociatlon of Notlnes
Register of Wills of Cumberland County, Pennsylvania
RENUNCIATION
Estate of Gwendelene E. Eurich
No.
21-01-7R9
also known as
, Deceased
The undersigned, Rosemary L. Spahr. the daughter of
(Relationship) (Capacity)
the above Decedent, hereby renounce(s) the right to administer the estate and respectfully
request(s) that Letters Testamentary
be issued to Paul William Eurich
Witness
hand this ?j j( day of c:;;"'~~/~ , 20 0/.
~i~~~ L. Spahr
10 Oak Ridge Road. Carlisle. PA 17013-9710
(Address)
(Signature)
(Address)
(Signature)
(Address)
Sworn to or affirmed and subscribed
before me this 27th day of
August ,2001.
Mary C. Lewis
=e~~,Pd.
Notary ic
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.
Form RW-4 (Cumberland County - Rev. 9/92)
Register of Wills of Cumberland County, Pennsylvania
RENUNCIATION
Estate of Gwendelene E. Eurich
No.
21-01-789
also known as
, Deceased
The undersigned, Charles E. Eurich, the son of
(Relationship) (Capacity)
the above Decedent, hereby renounce(s) the right to administer the estate and respectfully
request(s) that Letters Testamentary
be issued to Paul William Eurich
Witness
hand this :lLjfh day of 411ft/sf ,20tlL.
@aJ&u GG-Lr~
(Signature) Charles E. Eurich
B5 Georgetown Apartments
(Ad~~~)
260 Christian~a Road, New Castle, DE 19720
(Signature)
(Address)
(Signature)
(Address)
Sworn to or affirmed and subscribed
before me this 27th day of
;:;st , 2001.
M~~e~/U~~
Notary blic - ~
My Commission Expires:
(Signature and s.eal 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.
Form RW-4 (Cumberland County - Rev. 9/92)
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McNees Wallace & Nurick LLC
attorneys at law
liNDA M. ESHELMAN
ESTATE PARALEGAL
DIRECT DIAL: (717) 237-5210
E-MAIL ADDRESS:LESHELMAN@MWN.COM
November 13, 2001
VIA CERTIFIED MAIL
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013-3387
RE: Estate of Gwendelene E. Eurich
Cumberland County File No.: 2001-00798
PA Department of Revenue No.: 21-01-0798
Our file: 20737-0001
Ladies and Gentlemen:
Enclosed for filing in the above-referenced estate are the following documents:
· Pennsylvania Inheritance Tax Return (2 originals). The Return shows a tax
due of $5,800.03, and an estate check is attached in payment thereof.
· Inventory (2 originals)
Also, enclosed is an estate check for the $25.00 filing fee.
Please date-stamp the copies enclosed and return to our office in the envelope
provided.
Thank you.
'\
Youts truly, ~
I
, ... Jc, I
~.Esjg
'J Estate Paralegal
l
LME/lme
Enclosures
c: Paul Eurich
PO Box 1166 . 100 PINE STREET. HARRISBURG, PA 17108-1166. TEL: 717.232.8000. FAX: 717.237.5300. WWW.MWN.COM
COLUMBUS, OH . HAZLETON, PA. WASHINGTON, DC
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
KLEINFELTER STEPHANIE
PO BOX 1166
HARRISBURG, PA 17108-1166
~~------ fold
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: SSN: 176-07-8222
FILE NUMBER: 21-2001- 0798
DECEDENT NAME: EURICH GWENDELENE E
DATE OF PAYMENT: 11/15/2001
POSTMARK DATE: 11/13/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 08/13/2001
ACN
ASSESSMENT
CONTROL
NUMBER
101
TOTAL AMOUNT PAID:
REMARKS: STEPHANIE KLEINFELTER ESQUIRE
CHECK# 005
SEAL
INITIALS: PB
RECEIVED BY:
REGISTER OF WILLS
REV-1162 EX( 11-96)
NO. CD 000532
MARY C. LEWIS
REGISTER OF WILLS
AMOUNT
$5,800.03
$5,800.03
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
/1-$-7
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISIDN
DEPT. Z80601
HARRISBURG. PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ReCOfO,-.-.-
Re~~i~~t~: -...'.
at
STEPHANIE KLEINFELTER.OZ
MCNEES ETAL
PO BOX 1166
HBG
JI\N -4 P\2 :07
Cl~rk-(._,._;
PA a_SIlOl'"
PA
I
12-31-2001
EURICH
08-13-2001
21 01-0798
CUMBERLAND
101
Allount Rellitted
51
-~
REV-1547 EX AFP '12-01>
GWENDELEN E
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=is4-j-ix--AFP-fi'2-:o0Y-NoYici--OF-YNHiRiiANCE-YA',rAPPRA-isi;''-ENT~--ALi-oWAirCE-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF EURICH GWENDELEN E FILE NO. 21 01-0798 ACN 101 DATE 12-31-2001
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
) CHANGED
.00
36.840.67
.00
.00
17 .630 .16
.00
98.191.41
(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. Charitab1e/Governllenta1 Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
If an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will
reflect figures that include the total of abh 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
CREDITS:
NT
DATE
11-13-2001
NOTE:
RECEIPT
NUMBER
CD000532
ISC NT (+)
INTEREST/PEN PAID (-)
305.26
(9)
nO)
9,243.27
7.745.83
(11)
(12)
(13)
(14)
.00 X
135,673.14 X
.00 X
.00 X
AMOUNT PAID
5,800.03
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
00 =
045 =
12 =
15 =
(9)=
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
152,662.24
16.989 1 n
135,673.14
.00
135,673.14
.00
6,105.29
.00
.00
6,105.29
6,105.29
.00
.00
.00
( 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.)
PLEASE FILE nus REPORT WTIlIIN '00 YEARS OF DATE OF DEA11I REX;ARDLESS OF mE STATUS OF 1HE
FSrATE. IF FSTATE IS NOT <ntPLEI'ED, FILE A 6.12 FORM YEARLY UNITL <n1PI.EI'IOO.
Vt//
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
GWENDELENE E. EURICH
Date of Death:
August 13, 2001
Will No.
Admin. No.
2001-00798
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the .follow.ing wi th 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:
J. 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. Did the personal representative state an
account informally to the parties in interest? Yes X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Gourt and may be attached to this report.
Date:
/ i/r/o'/-
.
/f~cJ ~
Signature
Paul William Eurich
Name (Please type or print)
23 Impala Drive
Dillsburg, PA 17019
Address
(717 ) 432-4061
Tel. No.
Capacity:
X Personal Representative
(MAH:rmt/AM3)
__.Counsel for personal
representative
RW-27
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of Gwendelene E. Eurich
known as
, Deceased
No. 2001-00798
Date of Death Aug. 13. 2001
Social Security No. 176-07-8222
Paul William Eurich
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of
the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the
valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that
Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at
the end of this inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false
statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal epresentative:
ClLJJ~ ~
Name of
Attorney:
Stephanie Kleinfelter
I.D. No.:
80089
If(,)(u(
Address: McNees Wallace & Nurick LLC
100 Pine Street, P.O. Box 1166
Harrisburq, PA 17108
Dated
Telephone: (717) 237-5228
Description
Value
ASSETS IN DAVIDSON ASSET MANAGEMENT ACCOUNT:
1. Money Market Account
2. 1048 shares Adams Co. National Bank @18.10/share
$ 17,871.87
18,968.80
OTHER ASSETS:
3. PNC Bank Ready Access Certificate of Deposit 4,169.79
4. PNC Bank Ready Access Certificate of Deposit 4,966.82
5. PNC Bank Checking Account 3,596.87
6. PNC Bank Money Market Account 4,896.68
7. Prudential Life Insurance (payable to estate) 2,833.24
(Attach Additional Sheets if necessary)
Total: $57,304.07
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the
value of each item, but such figures should not be extended into the total of the Inventory.
Form RW-7 (Cumberland County - Rev. 9192}
{A277079: }
J 7 - 3.- 'f
INHERITANCE TAX RETURN
RESIDENT DECEDENT
0"'''''"'' 0",=
REV-1S00 EX + (6-00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
FILE NUMBER
21
01
0798
COUNTY CODE
YEAR
NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Eurich, GNendelene E. 176-07-8222
DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE
DENT
8/13/01 9/26/1911 WITH THE REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
3. Remainder Return
CHECK ~ 1. Original Return ~ 2. Supplemental Return 8 (date of death prior to 12-13-82)
APPRO- 4. Limited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
PRIATE 6. Decedent Died Testate 7. Decedent Maintained a living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach copy of Will) (Attach a copy of Trust)
BLOCKS 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death between D 11. Election to tax under Sec. 9113(A)
12-31-91 and 1-1-95) (Attach Sch 0)
tHI$$f;$flQNMQ$t~1$9QM#4ttf;Q~Aij49Qijijij$PQNPf;ijt;t~PQf.m!Qgf.tt!;@TAXlrMfQijMAt@N.sRqQ4tf~igQtijtGtgp.mQ;
NAME COMPLETE MAILING ADDRESS
COR- Stephanie Kleinfelter 100 pine Street
RE- FIRM NAME (If Applicable) P.O. Box 1166
SPON
DENT McNees Wallace & Nurick LLC Harrisburg, PA 17108
TELEPHONE NUMBER
717-237-5288
OFFICIAL USE ONLY
1. Real Estate (Schedule A) (1) None
2. Stocks and Bonds (Schedule B) (2) 36,840.67
3. Closely Held Corporation. Partnership or Sole-Proprietorship (3) None
4. Mortgages & Notes Receivable (Schedule D) (4) None
5. Cash, Bank Deposits & Miscellaneous Personal
Property (Schedule E) (5) 17,630.16
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested (6) None
RECA-
PITULA- 7. Inter-Vivos Transfers & Miscellaneous
TION Non-Probate Property (Schedule G or L) (7) 98,191.41
8. Total Gross Assets (total Lines 1-7) (8) 152,662.24
9_ Funeral Expenses & Administrative Costs (Schedule H) (9) 9,243.27
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 7,745.83
11. Total Deductions (total Lines 9 & 10) (11 ) 16,989.10
12. Net Value of Estate (Line 8 minus Line 11) (12) 135,673.14
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) None
has not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 135,673.14
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers unoer Sec. 9116 (a)(1.2) X .0 (15)
-
TAX 16. Amount of Line 14 taxable at lineal rate 135,673.14 x .0 45 (16) 6,105.29
-
COMPU- 17. Amount at Line 14 taxable at sibling rate 0.00 X .12 (17) 0.00
TATION 18. Amount of Line 14 taxable at collateral rate 0.00 X .15 (18) 0.00
19. Tax Due (19) 6,105.29
20. D I&Hl::oKBl;ijlEjFVQtlAt!l~R~qUf;.$J)~AR$WNPQfAN(:WI$MAYM~1'ft1
. ... ...... .........#E\15@:~Ri::TQAI'\I$W15RA@Ql:I12$TIQN$QNeAGl;gANPl'tI;QHi$QKMAtB%%i'.
o PA15001
NTF 29755
Copyright 2000 Greatland/Nelco LP - Forms Software Only
Estate of: Gwendelene E. Eurich
SUMrv1ARY OF AI...I..OCATIONS 10 BENEFICIARIES
Taxable at lineal rate
Paul William Eurich
Charles E. Eurich
Roserrary L. Spahr
45,224.38
45,224.38
45,224.38
135,673.14
21-01-0798
PA RE.V-1500 EX (6-00)
Page 2
Decedent's Complete Address:
STREET ADDRESS
Messiah Village
100 Mt. Allen Drive
CITY I STATE I ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
6,105.29
305.26
Total Credits (A + B + C)
(2)
305.26
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (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 Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
......... ~ake C;h.eck. ~ayable to.:. .R.~(3.IS.T~Fl. ()FVv'I.LL:)~. ~<3~~!..
(3) 0.00
(4)
(5) 5,800.03
(5A) 0.00
(5B) 5,800.03
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1.
Did decedent make a transfer and:
a. retain the use or income of the property transferred; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b. retain the right to designate who shall use the property transferred or its income; . . . . . . . . . . . . . . . . .
c. retain a reversionary interest; or. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
d. receive the promise for life of either payments, benefits or care? ..............................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ...................................................
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................
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 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 01 preparer other than the personal representative is based on information of
which preparer has any knowledge.
SIGNATUflE OF PE SO ESPONSI~LE FOR FILING RETURN DATE
H(
Yes No
~ I
B ~
~
D
N REPRESENTATIVE
Harrisburg, PA 17108
on on use
[72 P.S. ~ 9116 (a) (1.1) (i)J.
For dates of death on or after January 1. 1995, the tax rate is imposed on the net value of fransfers fa or for fhe use of the surviving spouse is 0% 172 P.S. ~ 9116 (a) (1.1) (ii)].
The statute does not ex em at a transfer to a surviving spouse from tax, and the statutory requirements tor 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 stepparent of the child is 0% (72 P.S. ~9116(a)(1.2)].
The tax rate imposed on the net value of <ransfers to orfor the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72.P.S. ~ 9116(1.2) 172 P.S. %9116(a)(1 )].
The tax rate imposed on the net value of <ransfers to or for the use of the decedent's sibiings 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.
o PA15002
NTF 29756
Copyright 2000 Greatland/Nelco LP . Forms Software Only
Estate of: Gwendelene E. Eurich
21-01-0798
The following person(s) are signing the return as representative(s) of the estate:
Paul William Eurich
23 Irrpala Drive
Dillsburg, PA 17019
REV-1503 EX + (1-97)
c'OMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Gwendelene E. Eurich
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21-01-0798
All property Jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NO.
DESCRIPTION
VALUE AT DATE
OF DEATH
ASSETS HElD IN DECEDENT'S DAVIDSON ASSET MANAGEfv1ENT ACCOUNT:
1 Money Market Account
17 ,871. 87
2 1048 sm. Adams County National Bank (ArnE) @ $18.10/share
18,968.80
7 CPA31 NTF 10905
Copyright Forms Software Only, 1997 Nelco, Inc.
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
36,840.67
REV-16G8 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Gwendelene E. Eurich
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-01-0798
Include proceeds of litigation & date proceeds were received by the estate. All prop. jointly-owned with right of survivorship must be disclosed on Sch. F.
ITEM VALUE AT
NO. DESCRIPTION DATE OF DEATH
1 PNC Bank Ready Access Certificate of Deposit
4,169.79
2 PNC Bank Ready Access Certificate of Deposit
4,966.82
3 PNC Bank Checking Account
3,596.87
4 PNC Bank Ivloney Market Account
4,896.68
7 CPA81 NTF 10908
Copyright Forms Software Only, 1997 Nelco, Inc.
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
17,630.16
REV-15'10 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Gwendelene E. Eurich
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21-01-0798
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF EXCLUSION
ITEM INCLUDE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECD'S (IF TAXABLE VALUE
RELATIONSHIP TO DECD & DATE OF TRANSFER.
NO. ATTACH COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST APPLICABLE)
1 Lutheran Brotherhood Single Premiurr 98,191.41 100% 98,191.41
Deferred Armuity, Contract No.
B2851499
Beneficiary: Decedent's Children
TOTAL (Also enter on line 7, Recapitulation) $ 98,191. 41
7 CPA01
NTF 10910
(If more space is needed, insert additional sheets of the same size)
Copyright Forms Software Only. 1997 Nelco. Inc.
REV-1'511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GNendelene E. Eurich
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-01-0798
Debts of decedent must be reported on Schedule I.
ITEM
NO. DESCRIPTION
A. FUNERAL EXPENSES:
AMOUNT
1 Cocklin Funeral Harre
8,276.99
2 Funeral Luncheon
71.28
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN No. of Personal Representative(s)
Street Address
0.00
City
State
Zip
Year(s) Commission Paid:
2.
3.
Attorney Fees Narre: McNees Wallace & Nurick LlC
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
700.00
0.00
City
Relationship of Claimant to Decedent
State
Zip
4. Probate Fees
145.00
5. Accountant's Fees
0.00
6. Tax Return Preparer's Fees
0.00
7 CUmberland County Register of Willsj Filing Fees re PA
Inheri tance Tax Return and Inventory
25.00
8 McNees Wallace & Nurick LlCj Reserve for closing costs re
duplicating, postage, etc.
25.00
7 CPA11 NTF10911
Copyright Forms Sottware Only. 1997 Nelco. Inc.
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
9,243.27
REV-1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Gwendelene E. Eurich
Include unreimbursed medical expenses.
ITEM
NO.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-01-0798
DESCRIPTION
AMOUNT
1 Messiah Village; Balance Due
7,130.60
2 Phararrerica; Balance Due
58.18
3 PA Lepartrrent of Revenue; Tax Due re 2001 Pennsylvania
Individual Incorre Tax RetUI11 (Form PA-40) - ESTIMATED
557.05
7 CPA12 NTF 10912
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
7,745.83
Copyright Forms Software Only. 1997 Nelco, Inc.
REV-1.513 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BEN EFICIARI ES
FILE NUMBER
GNendelene E. Eurich
No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
21-01-0798
RELATIONSHIP TO DECEDENT AMOUNT OR
Do Not List Trustee(s) SHARE OF ESTATE
1 Paul William Eurich
23 Irrpala Drive
Dillsburg, PA 17019
Son 45,224.38
2 Charles E. Eurich
B5 Georgetown Apartrrents
260 Christiana Road
New Castle, DE 19720
Son 45,224.38
3 Roserrary L. Spahr
10 Oak Ridge Road
Carlisle, PA 17013-9710
Daughter 45,224.38
ENTER DOLLAR AMTS. FOR DISTRIBS. 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
None
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
None
TOTAL OF PART 11-- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
0.00
7 CPA13 NTF 10913
(If more space is needed, insert additional sheets of the same size)
Copyright Fonns Software Only. 1997 Nelco, Inc.
WHEREAS, on the
28th
elated June
7th 1985
Register of wills of CUMBERLAND County, Pennsylvania
Certificate of Grant of Letters
No. 2001-00798
PA No. 21-01-0798
ESTATE OF EURICH GWENDELENE E
(LA::Jl' , .b'HI.::J'1', lVllLJLJLJ:;)
Late of UPPER ALLEN TOWNSHIP
CUIVIHc.tl..L.AL\JLJ CUUN'1'':l,
Deceased
Social Security No. 176-07-8222
day of August
2001 an instrument
was admitted to probate as the last will of EURICH GWENDELENE E
(LA::J'1' , .b'l.tl..::J'l, IVllLJLJL.r.:)
late of UPPER ALLEN TOWNSHIP
CUMBERLAND County, who died on the
13th day of August 2001 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, MARY C. LEWIS , Register of Wills In and for
~he County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify
-:hat I have this day granted Letters TESTAMENTARY
to EURICH PAUL WILLIAM
and has agreed to administer the estate according to law, all of which fully
appears of record in my Office a~ CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF,
of my Office the 28th day
~ho has duly qualified as
Executor (rix)
I have hereunto set my hand and affixed the seal
of August
2001.
/
I
;'
'~-I>' Iff.,
"_-/v:..tL-.{<-L,~;J./ /~2./L: /::":I/1A(t-.~::!j.--l:"./'
r<.eglster of Wllls;K'~:~atr'!
; jY./,1
**NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
lliast mill a:l!~r ill2131am2nt
OF
GWENDELENE t,. EURICH
BE IT REMEMBERED THAT I, GWEND,SLENE E. EURICH, of 31 Hanover
Street, Dillsburg, York County, Penl,sylvania, being of sound
mind, memory and understanding, do make, publish and declare
this as and for my Last will and Tdstament, hereby revoking and
making null and void any and all Wills and Testaments and writings
in the nature thereof by me, at any time heretofore made.
ITEM 1:
I direct that all my just debts and funeral expenses
be paid as soon after my demise as may be convenient.
ITEM 2:
All the rest, residue and remainder of my Estate,
of wha~soever nature and wheresoever situate, whether it be real,
personal or mixed, including property over which I have a power
of appointment, I give, devise and bequeath unto my husband,
PAUL H. EURICH, absolutely, provided he survives me for a period
of thirty (30) days.
ITEM 3:
l
Should my husband, PAUL H. EURICH, predecease
me, iail to survive me for a period of thirty (30) days, or should
we die simultaneously, I then give, devise and bequeath my en~ire
residuary estate unto my children as follows: PAUL WILLIAM EURICH,
CHARLES E. EURICH and ROSEMARY L. SPAHR, in equal shares per
stirpes.
ITEM 4:
I direct my Executor to pay all inheritance, estate,
succession and legacy taxes of whatsoever nature and kind, to
which my Estate or the transfer of any property passing hereunder
or otherwise passing by reason of my demise, may be subject and
to charge such taxes against my residuary estate, it being my
intention that none of the aforesaid taxes, either federal or
state, on any property required to be included in my gross estate,
;E' .
_ / .. j;
Cv ~ ~~;d!/J$-
,tL""""CL (::_-"o" E', E,~ ""oJ.< (SEAL)
GWENDELENE E. EURICH
under the provisions of any state or federal law now in force
or hereafter enacted, shall be prorated among the persons interested
in my Estate to whom such property is or may be transferred or
to whom any benefit accrues.
ITEM 5:
I appoint my husband, PAUL H. EURICH, as Executor,
of this My Last Will and Testament.
Should my husband, predecease
me, fail to qualify, cease to act or renounce probate, I then
appoint my three children: PAUL WILLIAM EURICH, CHARLES E. EURICH
and ROSEMARY L. SPAHR as alternate Co-Executors of this my Last
Will and Testament.
ITEM 6:
I direct that my Executor, guardian and their
successors shall not be required to give bond for the faithful
performance of their duties in any jurisdiction.
IN WITNESS WHER
have hereunto set my hand and seal
this
itli
day of
, 1985.
!'V~;rNESS :
\ f ,:"/
\ ,. ;l,'\j\ \..,-,-'\. _ ( -1. .G
if ), I/,/' \'7
,'/7['",",_4 un, ~ =-
/,,,ic:.l:~;I.J:.""'':::U (,..c''"....... \:"t~",:'-~{ SEAL)
GW~~DELENE E. EURICH
-2-
COMMONWEALTH OF PENNSYLVANIA:
88
COUNTY OF YORK
We, GWENDELENE E. EURICH, JAN M. WILEY, and GLENDA M. WETHINGTON,
the Testatrix and the witnesses respectively, whose names are
signed to the attached or foregoing instrument, being first duly
sworn, do hereby declare to the undersigned authority that the
Testatrix signed and executed the instrument as her Last Will
and Testament and that she had signed willingly (or willingly
directed another to sign for her), and that she executed it,
as her free and voluntary act for the purposes therein expressed,
an~ that each of the witnesses, in the presence and hearing of
tl;e Testatrix signed this Last Will and Testament as witnesses
and that to the best of their knowledge, the Testatrix was at
ihe time, eighteen (18) years of age or older, of sound mind
~nd under no constraint or undue influence.
~.c.:l.i~~~~,!;(~::,t~;.~.~. .;._ f< t;!-'-,t.-~,-~.t:.-.
(SEAL)
GWENDELENE E. EURICH
'/ I'::':.A~~_"_., _ ,,__ ~~
,WlITNESS
(/\6~J>>d~
wiTNESS
I 1985.
Sworn to and subscri
this ~ day of
to before me
~L~ In viaL ~~
I Notary ~liC
MY COMMISSION EXPIRES:
GI E1HiA Ill. Wf.l H1~GTON, N\nAlt~l/~~~~
. DILlSBURQ eOROUGll, YOR~ CQ!lIlTY
lilY COI6MISSIOrl EXPIRUD~. 27. 1986,
Member. Pennsylvania AuoCIIllcn olllotal1ll
Daviclson Asset
Management, Inc.
198 Route 9 North
Suite l06
Manalapan, 1'\3 07726
FINA.l\JCIAL SERVICES
Registered Investment Advisor
Phone (732) 409-1060
Fax (732) 409-1052
September 20,2001
Paul W. Eurich, Executor for
The Estate of Gwendelene E. Eurich
23 Impala Drive
Dillsburg, PA 17019-1350
Dear Bill,
Enclosed please find an application to open the estate account for your mother and a letter of
authorization to journal the assets from the deceased account to the estate account.
The balance in your mother's account as of August 13,2001 was $36,840.67. She held 1048
shares of ACNE at $18.10 per share for a total market value of $18,968.80 and $17,871. 87 in her
money market
Please sign and return these documents at your earliest convenience. I need to submit all
paperwork within 60 days of the date on the Short Certificate.
With regard to taking stock or cash when we split the estate account, I would suggest distributing
the stock in kind and each of you can make your own decision.
If you have any questions please call me.
Sincerely,
I!j~~
Richard Prozzo
Financial Consultant
Enclosures
RP:ls
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official statement of your account with Royal Alliance Associates, Inc. In this regard, please refer to the
confirmations and customer statements which you receive from the investment company or product sponsor.
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