HomeMy WebLinkAbout01-0811
PETITION WR PROBATE and GRANT OF LETIERS
Estate of '-I, &. { f\;LtM,d!l No. ;;1./-0 1- ~ 1/
also know~ To:
Register of ~lls fO)7 ~ ~.
. rr - '. {Jeceased. County of~_~m the
Social Security No'/9 ~// 1-~(.J I l.f Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older~theeXeCI}~
in the last will of the above decedent, dated _' / (,
and codicil(s) dated
named
, 192.!i.-_
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
,
(list street, number and muncipality)
"./Nt)
, ,.~(XJI,
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Exc pt as follows, decedent did not marry, was not divorced an (lid not have a child born or adopted
after execution of t ' ill 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 ~e}ltAlvania
situated as follows: 'V.
I
~C:WI DO
$
$
$ -o~
WHEREFORE, petitioner(s) respect full
presented herewith and the grant of letters
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF Cumberland
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No. 21-01-811
Estate of
LYDIA E. RUSSELL
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AUGUST 31ST, 2001
AND NOW W_. 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 AUGUST 16TH,1979
described therein be admitted to 12robate and filed of record as the last will of
LYDIA E. RUSSELL
and Letters TESTAMENTARY
are hereby granted to JANET T.OlJTSF. r.~RRF.'T"T'
ij;/u
Mary C. LeWis~'
FEES
Probate, Letters, Etc. ......... $ 2 5.00
Short Certificates( ]) . . . . . . . . .. $ 3.00
Renunciation ................ $
x-Pages (1) $ 3.00
JCP TOTAL $ 5.00
. A - 3b'OO
FlIed .. .tl9:Lle:t.. 3.1e.t. 2.00.1.... . .. . . . .
ATIORNEY (Sup. Ct. 1.D. No.)
ADDRESS
PHONE
MAILED LETTERS TO EXECUTRIX
H105.805 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.
p
7732613
~~~~
Fee for rhis certificate, $2.00
No.
5-);)-;) /
Date
21-01-811
+-110<; ....JM... 2/87
COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
'f/PAINl
IN
"ANENT
lCKIHK
92 v"
UNDER 1 YEAR
'-'onIn. O.lp
. S;;--
.. Female
iTAli5"Ilf""""Hf'
SCCIAl SECLAI"" r_U\l8EA
195- 07 -
8614
~AlE 0' DEAIH Me"'" 0.,. _,
.. August 10, 2001
NAME Of OECEOENf ~f 'S1 .....~ ..l81
, L dia E. Russell
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AGE llase !3of1l\Oav)
~E;C.t'r..r.d
31&11.,,)1 t":'i!oQf1COI.if,Uvl
Pl.ACE (y Of:AJH,C"w:_ ()I>ly ')1"''' '" "\:I"I..!..... on~......... 'lIOei
York, PA
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COUNTY OF OERH
Cumberland
Carlisle
Manor Care
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'~~~':''':I"u~:zt:::' dept. store
".. sales clerk "..
OECEDEHT'S WAILING ADORESS iSIf.... C~_ 5&11.. Z.,COdeI
940 Walnut Bottom Road
.o. Carlisle, PA 17013
FATHER"S NAME tFlI'.. U.ooIe LIst]
I.. John E. Geistwhite
"'J~~tTLP'Garret t
VMS DECEDENT EVER IN
U s. ARMED FORCES?
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WARllAL STATUS...."....
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widow
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METHOO OF OISPOSITtON
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0ItllII CSPcI'I'\
DAlE OF DISPOSITION
IMonlh, o.y. __I
o 21~ugust 14, 2001
TINQ AS SUCH UCENSE NUW8EA
: 014404-L
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1Hf'00MANT"S MAtLING AOOAESS !SIr.. c....lbm. s.... lip eoo..
~ 2914 Harvard Avenue Cam
PlACE OF OlSPOSfT1ON . ~ 01 C.mel.ry, Crema&or't
or ou.~.
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21c.
NAUe AND ADORESS OF FACiliTY
.J!etrick Fun.
LICENSE NUMBER
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WERE AUTOPSY FINDtNQS
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COWPlETIOH (y CAUSE
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fLUE OF INJuAY
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...EDlCAl EXAU'...ERlCORONEA
On the tNi... of ...mtnalion and/or iny..",alaon, in m, Optnton, "ath occurred .It
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REGISTRAR'S SIONArtJA( ANO NIJM8fR
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DATE F=ILEO,~t..n" 'I., ....."
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~VILL OF
LYDIA E. RUSSELL
I, LYDIA E. RUSSELL, widow, of the Borough of Penbrook,
Dauphin County, Pennsylvania, declare the following to be my Will:
FIRST: I revoke all wills and codicils heretofore made
by me.
SECOND: I direct that my just debts and funeral expense
be paid as soon as may be done conveniently after my decease.
THIRD: All the rest and residue of my estate, real and
personal, I devise, bequeath and appoint to JANET LOUISE GARRETT,
of 2914 Harvard Avenue, Camp Hill, Pennsylvania.
FOURTH: I appoint the said JANET LOUISE GARRETT, Executrix
of my estate.
IN WITNESS WHEREOF, I, the said LYDIA E. RUSSELL, here-
with set my hand and seal to this my last Will, typewritten on two
(2) sheets of paper (including the attestation clause and signature
of witnesses)
thisj b-rrt/
upon each one of which I have also written my name
day Of~' Nineteen Hundred Seventy-Nine.
~'A~
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LY E. RUSSE L
(SEAL)
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On thelbTI+- day Of~ 1979, LYDIA E. RUSSELL
declared to us, the undersigned,-that ~~-f~~~going instrument was
her last Will, and she requested us to act as witnesses to the same
and to her signature thereon. She thereupon signed said Will in our
presence, we being present at the same time. And we now, at her re-
quest, in her presence, and in the presence of each other do hereunto
subscribe our names as witnesses. And we and each of us declare that
we believe this testatrix to be of sound mind and memory.
residing
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at!~ I ~
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residing
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-.... ~ L\ G. (SEAL)
LY . E. RUSSELL ~
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REG TER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
codic'
(each) a subscribing witness to the will p
law, depose(s) and say(s) that
qualified according to
present and saw
the test at , sign the same and that
request of testat_ in h presence and (in the pres
other subscr~ss(es)).
signed as a witness at the
e of each other) (in the presence of the
Sworn to or affirmed and subscribed before
me this day of
19_
Register
(Name)
(Address)
21-01-811
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
JA tvl:-1' [0 V J 5 E G /}Ri(i- 1'1
wROtHY C /J)RGGo!\/t/2,
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
WE ARE familiar with the signature of LYDIA E. RUSSELL
codicil
will
testat.RIX- of (~Xli:~OO~)(SlCpt~Ka{}MOHllC96OSXml the
that
WE
presented herewith and
codicil
believe~he signature on the will is in the handwriting of
to the best of OUR
knowledge and belief. ,/
Sworn to or affirmed and subscribed before
me t~~GUST 30th :~b8~ n 1/1, '\<l, i;:?~~,' J., '1;1 /7tJJI
'K?.4,/ (Address)
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Name of Decedent:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Date of Death:
Will No. () 001- (90 g II
Admin. No. ~ /- 01- () g /1
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on
Name
Address
,
l/Il
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Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
NJI/
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Date:!ntn~~ 0( Lj, ~/)() I
,
Signature
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Name t. GAI2(Z.eir _
Address d91'111,41<//Ilj(j) A {}c _
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Telephone (717 ~7 -I / 7:3
Capacity: V;ersonal Representative
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_Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRIS8URG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 002855
GARRETT JANET LOUISE
2914 HARVARD AVENUE
CAMP HILL, PA 17011
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
__n_~__ fold ---------- --------
101 I $147.66
ESTATE INFORMATION: SSN: 195-07-8614 I
FILE NUMBER: 2101-0811 I
DECEDENT NAME: RUSSELL LYDIA E I
DATE OF PAYMENT: 07/31/2003 I
POSTMARK DATE: 00/00/0000 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 08/10/2001 I
I
TOTAL AMOUNT PAID: $147.66
REMARKS: JAN ET L GARRETT
CHECK# 8461
INITIALS: SK
SEAL RECEIVED BY: DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
,
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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
REV-1541 EX iFP (01-05)
'OJ
DATE
ESTATE OF
DATE OF DEATH
~1L It NUMBER
CoOM~
09-09-2003
RUSSELL
08-10-2001
21 01-0811
CUMBERLAND
LYDIA
E
:\[:iJ --<J
JA GA ACN 101
2914 HARVARD AVE I Allount Rellitted I
,
CAMP HILL PA 17011 q,
: ~: t ~
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 ~
RiV=is4-j-EX-AFP--foY=03Y-NO'ficE--OF-YNHEiiiTAifcE-TAX-APPRAisEi'-ENT~--ALU)WAiiCE-o-R-------------- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RUSSELL LYDIA E FILE NO. 21 01-0811 ACN 101 DATE 09-09-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 subllit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this forll with your
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (S) 2,030.38 tax paYllent.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 2,030.38
APPROVED DEDUCTIONS AND EXEMPTIONS: 1,046.00
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) UO) .00
11. Total Deductions Ul) 1.046 00
12. Net Value of Tax Return (2) 984.38
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) (3) .00
14. Net Value of Estate Subject to Tax (14) 984.38
NOTE: I~ an assessment was issued previously, lines 14, lS and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total ~ ALL returns assessed to date.
ASSESSMENT OF TAX:
lS. Allount of Line 14 at Spousal rate US) .00 X 00 = .00
16. Allount of Line 14 taxable at Lineal/Class A rate (6) .00 X 045 = .00
17. Allount of Line 14 at Sibling rate (7) .00 X 12 = .00
18. Allount of Line 14 taxable at Collateral/Class B rate (18) 984.38 X 15 = 147.66
19. Principal Tax Due (9)= 147.66
TAX CREDITS:
.n......... . l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-31-2003 CD002855 .00 147.66
BALANCE OF UNPAID INTEREST/PENALTY AS OF 08-01-2003 TOTAL TAX CREDIT 147.66
BALANCE OF TAX DUE .00
INTEREST AND PEN. 9.98
TOTAL DUE 9.98
. IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
NET L
RRETT
STATUS REPORT UNDER RULE 6.12
Name of Decedent: LYDIII E'. RusSeLL
DateofDeath: ().I~~ /01 ~r:r>1
Wil1NO.:~~ Admin. No.:
(YI
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,.
.
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State ~h~r administration of the estate is complete:
Yes B 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 r~r~tative file a final account with the Court?
Yes _ No U'
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative stat.:e an a~cO"uIf9informally to the parties
in interest? Yes ~ 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 this r rt.
Date:9)tJ)~
'J))J1/~ T 1. Gj)rf.~~TI
Name
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Address
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Telephone No.
Capacity: ~nal Representative
o Counsel for personal representative
u.s. Postal Service
CERTIFIED MAIL RECEIPT
(DomestIc Mall Only; No Insurance Coverage ProvIded)
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Restricted Delivery Fee
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Postmark
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. 'complete items 1, 2, and 3. Also complete
. item 4 if Restricted Delivery is desired.
. Print your name and address on the reverse
so that we can return the card to you.
. Attach this card to the back of the mail piece.
or on the front if space permits.
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l;U/'''-f /70 1/
3. Set)lft::e .Type
D"'Certifled Mall
o Registered
o Insured Mail
o Express Mail
o Return Receipt for Merchandise
o C.O.D.
4. Restricted Delivery? (Extra Fee)
DYes
2. Arti~e Number
(rransfer from service labeQ
PS Form 3811, August 2001
7001 2510 0006, 5862 0197
Domestic Return Rdceipt
102S9S-Q2-M-0e35
JRD/June 30, 1992/17858
. .'
SEP 0 4 2003 11'
Estate No.: 21-2001-0811
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
In Re: Estate of Lydia E. Russell
Late of South Middleton Township
NO. 21-2001-0811
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: Janet Louise Garrett
Counsel for Personal Representative:
Date of Decedent's Death: 08-10-2001
Date of Delinquency Notice: 07-01-2003
The undersigned, Donna M. Otto, Register of Wills, in accordance with Rule 6.12,
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 Status Report required by Rule 6.12, Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, was given by the Register of Wills on 07-01, 2003, and that the ten (10)
day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 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: 07-07-2003
&~!lt!~&f/~41
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
/0 ~;lt.f-()3 r;.: 3uA,/J'I,
A hearing is scheduled for at in Courtroom No.3. If the Status Report is filed
prior to the hearing date, the hearing will automatically be cancelle
<j t'>J
"" ~Q~ &>
George
. .
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
..
Date: 7/01/2003
GARRETT JANET LOUISE
2914 HARVARD AVENUE
CAMP HILL, PA 17011
RE: Estate of RUSSELL LYDIA E
File Number: 2001-00811
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.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: 8/10/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~ m&iJ:/dftj/~
DONNA M. OTTO ~
DEPUTY REGISTER OF WILLS
cc: File
Counsel
Judge
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B0601
HARRISBURG, PA 17128-0601
REV-1162 EX( 11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 003000
DUPLICA TE
GARRETT JANET LOUISE
2914 HARVARD AVENUE
CAMP HILL, PA 17011
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
-------. fold
101
$9.98
ESTATE INFORMATION: SSN: 195-07-8614
FILE NUMBER: 2101-0811
DECEDENT NAME: RUSSELL LYDIA E
DATE OF PAYMENT: 09/11/2003
POSTMARK DATE: 09/10/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 08/10/2001
TOTAL AMOUNT PAID:
$9.98
REMARKS: JANET L GARRETT
CHECK# 8497
SEAL
INITIALS: SK
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
I
\ I"/--</-b
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REV-IU7 EX AFP (01-051
JANET L GARRETT
2914 HARVARD AVE
CAMP HILL
~U".J
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-22-2003
RUSSEL L
08-10-2001
21 01-0811
CUMBERLAND
101
LYDIA
E
.r ?
Allount Rellitted
PA 17011
, ,
l I \~
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=i6'ifj-E3r-AFP--foY=o3y-----...--fiiiifERITANc'E--yi3r-si'jffEM'E-NY-'i:fF-ic-couiff--...---------------------
ESTATE OF RUSSELL LYDIA E FILE NO. 21 01-0811 ACN 101 DATE 09-22-2003
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-09-2003
PR I NCI PAL TAX DUE: ...........................................................................................................................................................................................................................
147.66
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-31-2003 CD002855 .00 , 147.66
09-10-2003 CD003000 9.98- 9.98
TOTAL TAX CREDIT 147.66
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
.
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A ..CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
11-J./-~
REV-1500
~/
REV-1500 EX (6-00)
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
".;l..L-~L
COUNTY CODE YEAR
-LJ tfaE!- L -I-
SOCIAL SECURITY NUMBER
I-
Z
W
o
W
(,)
W
o
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy ofTrust)
o 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)
o 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (AttachSchO)
TELEPHONE NUMBER7
-1/7 ];
CO~9;fN7M'~!i~ j) &lJE
{',4tnf7 ).J I L I.. r (/11 /}t? 1/
FIRM NAME (If Applicable)
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) J..o30.3f?
Z (Schedule E)
0 6. Jointly Owned Property (Schedule F) (6)
~ o Separat;;Billing Requested
..J
=> 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
t:: (Schedule G or L)
Q.
<( 8. Total Gross Assets (total Lines 1-7)
(,) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) /O,! (., , OtJ
w
~
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
,..-, .--
:." .J\
,--
'---.
'--
~-'-
v.:
:...:: :.:_~
(8) (,2..0 :?o. .3 f5
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(11)
(12)
(13)
I/) 'I ~, 00
9 ?fL;. :3 g'
(14)
q'6L/.3~
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
z
o
~
~
=>
Q.
:!:
o
()
g
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
18. Amount of Line 14 taxable at collateral rate
x.O_ (15)
x.O_ (16)
x .12 (17)
x .15 (18) 1L/1,~?
(19) 1'I7.?/'
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
REV-1508 EX. (1-97)
~
ITEM
NUMBER
1.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
~1~
FILE NUMBER
VALUE AT DATE
OF DEATH
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATEOf ~
05Se Lt. I L YJ)JA E!
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.
c2030.-3J
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
~'"'~.,~''' .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SIDE NT DECEDENT
ESTATE OF
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
B.
1.
~Jt'.tJ?l
/lJt', CJo
ItJi),OO
DESCRIPTION
AMOUNT
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City
State
Zip
Year(s) Commission Paid:
2.
3.
Attorney Fees
Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
3fc, ,00
5.
Accountant's Fees
6.
Tax Return Preparer's Fees
7.
TOTAL (Also enteron line 9, Recapitulation) $ lo'l't, 00
(If more space is needed, insert additional sheets of the same size)
_.~l ....
21-01-811
~VILL OF
LYDIA E. RUSSELL
I, LYDIA E. RUSSELL, widow, of the Borough of Penbrook,
Dauphin County, Pennsylvania, declare the following to be my will:
FIRST: I revoke all wills and codicils heretofore made
by me.
SECOND: I direct that my just debts and funeral expense
be paid as soon as may be done conveniently after my decease.
THIRD: All the rest and residue of my estate, real and
personal, I devise, bequeath and appoint to JANET LOUISE GARRETT,
of 2914 Harvard Avenue, Camp Hill, Pennsylvania.
FOURTH: I appoint the said JANET LOUISE GARRETT, Executrix
of my estate.
IN WITNESS WHEREOF, I, the said LYDIA E. RUSSELL, here-
with set my hand and seal to this my last Will, typewritten on two
(2) sheets of paper (including the attestation clause and signature
of witnesses) upon each one of which I have also written my name
this/b-rJ/ day Of~~, Nineteen Hundred Seventy-Nine.
~ - r-' -/~~, 4 /77
.A' -
;,~#s~
On the / p TI-I- day Of~ 1979, LYDIA E. RUSSELL
declared to us, the undersigned,- that ~ef~~~going instrument was
her last Will, and she requested us to act as witnesses to the same
and to her signature thereon. She thereupon signed said Will in our
presence, we being present at the same time. And we now, at her re-
quest, in her presence, and in the presence of each other do hereunto
subscribe our names as witnesses. And we and each of us declare that
we believe this testatrix to be of sound mind and memory.
'-.-/' . ~ '
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