HomeMy WebLinkAbout01-0887
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of . A L(J" Ai r1 If. L /lfLE
also known as
No.
To:
Register of Wills for the J
t Deceased. County of CUM beA. LA-IAI~ in the
Social Security No. / 'i'7-./t') -'/055" A 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
in the last will of the above decedent, dated Ale u e~ bte ~ /.5 )99 Y
and codicil(s) dated /
2]-01-887
named
,>>~L
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C u t'k b e.,.e. t..^ .vJ..
h.eA last family or principal residence at l.3d.3 wA~1AJ ,I.G I<
, ?a., LOWQA. ALLf!,(J "1i>w.v~JJ ,'fJ
.J (list street, number and muncipality)
County, Pennsylvania, with
A'J. C A- N\ ..a l-/,. L t..- PA
j I I
Decendent, then 9 #of years of age, died 5~J:JJe.,M l')eA :Jo ,~J()a I ,
at 14oL-'1 ~p,A.:-r H05/J;~AL.' .
Except as follows, decedent d1d 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:
30f)j DOC Jt.
$ ~ d,,() '~./H1~
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters "T.A.StAhfeN 7'A-A.V
(testamentary; ~dministration c.t.a.; administration d.h.n.c.La.)
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OATH OF' PERSONAL REPRESENTATIVE
COMMONWE~TH OF PENNSYLVANIA 1. ss
COUNTY OF Cu..Mb~~ LAlJJd . 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 well and truly administer the estate according to law.
~~~~~ ~~ t~~ affm~ and SUb:~b~~ {~:~;~' ~ _ ~
9SEPJ~ 32001 __G ~---,-Il. .-rrL-e ~
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~o. 21-01-887
Estate of
ALVINA A LITTLE
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW SEPTEMBER 26L-___.___.___X$2..Q.Q.L., in consideration c".tt: DeritiOI'. 'In
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated NOVEMBER 15. 1994
described therein be admitted to probate and filed of record as the last will of
ALVINA A LITTLE
and Letters TESTAMENTARRY
are hereby granted to MARGARET A LITTLE
77~~LUt'U/& / MA~~
Re ster of Wl
FEES
Probate, Letters, Etc. .........
Short Certificates( )..........
l.{-pag~s .
KeI1uncIatIon ................
jcp
$ 305.00
$ 21. 00
$ 15.00
$ 5. 00
TOTAL _ $ 346.00
. . . . . .~~~:r~.l1l}~R. .2.Q ~ . ~.QQl. . . . . . . .
A TIORNEY (Sup. Ct. I.D. No.)
ADDRESS
Filed
PHONE
5.805 REV 9186
This is to certify that the information here given is correctly copied fro~ an original certificate of death dul~ filed wi6 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.
7742071
" ~
. ;t!,1/} r
,;.1,...,' ~~
Local Registrar .
Fee for this certificate, $2.00
p
':;[P 2 1 200t
No.
Date
21-01-887
13 R.... 2/87
COMMONWEALTH Of PENNSVLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
NAMf; OF DECEDENT tFlt_. Uil2dIe. lMl
LAlvina A. Little
SEX
f.emale
SWI FIl.E NUMlIEA
SOCIAl. SECURITY NUMBER
J.157 - 10 -9055A
0"1 E OF OEATH ,MclIWt. 0..,. ._,
.. -e. tet'" bee ao .ac.
AGE (l.... ~yt
UNDER 1 YEAR
MclIlIIle o.v-
8lRTHPI.-'Cl (Cly_
Slale 01 fCfeogn Cau*V1
"-'-- 0
::.vI 0
co.
DECEDENT,. USUAl OCCUM'ION
~":=:~c::-==r
11.. clerk 1 ederal government
DECEDENT'S UAlLIHG AOOfleSS($lr... ~. s... ZIpCodel DECEDENT"S
ACTUAl. 17.. Stale
RESIDENCE
-
--.
1711.
Dill
.....
"'.a
Cumberland co. --.' 1141.0 :':"~=aI
UOTHER'S NAME IF... hIlGcilt. MaodIn SutNlf!lel
t Margaret Markeviciute
l~rU'ai:Wi~ft8:-:~sm.t~A 17011
YARlTAl STAlUS . Married
,...... MIIried. W\dDIIed.
0Nan:ad~
ta~idowed
11..P!l.... ..... ...... '"
SUfM\IING SIlClUSE
II.... go4"-"lWMI
ciIvI
PlACE OF
Of 0lMr "'-
Holy Cross Cemetery
at..
NAME AND AOOAESSOF F.\ClU1Y
FUa:al. ~.J24flIme1. lwe~,m
lICENSE NUM8ER ORE SIGNEO
(MonIh. DIIy. "tIMrI
. ,.. alCemeI<<y. Ct--,
lOCRlON. ~ SlIM.lIpCocM
214.
isburg,PA 17111
~CASE REFERRED TO MEDICAL ElCMlINEAICOAONEA? ,J(,
.0
,..
. ~ PART .: 0IIw IignilIcanlClllldliOna-.......I04Mlll.lIut
l=-"= 1lIll--' il'llIIe undIttwinQ___lnPllKr I.
! A ~ v c'-.V\ \. ~ d ~." k.t_-Y\..u-..)
cAb
TIME OF INJUAV
INJURY R WOAI(t DESCRI8E HOW IHJUAY OCCUflfIED.
... ....
~ IOledtcrit cneI
.C8ITFflN8 PNYSICIAII ~~_<JI_ _..,.,.... phvSoc:oan.... 1lI0n0uncaa dealIl *'" CornpIIled It... 231
..._-.,"'Y..................--........_cauM(.)__.._....... ............. .... ........ .... ..... ............
21.
... 0 NDO
- OERH? ......
-
-. AccidM
... 0 No~ ...0 No 0 Suicid.
:g
~ 'PROMOlIMCIHQ AND csn..v1NO PHYSICtAN(~ bOIft plOIlOUilClfl9 _ _~ 10_ <JIdeall>l
;g To - - of "'Y ................... ___ a._..... ...... _ place. ..... _"lIIe cauMtal- "'a_ .....-.. . . . . . . . . . . . . . . . . . . . . . . . .
.~ .~ EXAIIlNERI'CORONER
On Ihe ...... of elllUlliNllOn MidlOIImre.......... 1ft my opinion. death _eel .. IfNI CIme, da'a. ... plKe. ... "". to IfNI .:.u../a) and
:".~ .. stated.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . .. .. . . . . . . . . . . . . . . . . .. . .
l... RE~STRAR~~~~M8EA~
._ ~~~~ //. t77;:;. loll I ld I / ~ I
(' , "e ~f ....;oiir . ~ '-'
o
:sa.
DATE FILED (MonIh. Day. 'lUI'
9 e:I / i---Edo 0 /
7
34.
LAST WILL AND TESTAMENT
OF
ALVINA A. LITTLE
21-01-887
I, ALVINA A. LITTLE, of 1303 Warwick Road, Lower Allen
Township, Cumber land County , Pennsylvania, being of sound and
disposing mind, memory and understanding, do hereby make, publish
and declare this to be my Last Will and Testament, hereby revoking
all other Wills and Codicils previously made by me.
ITEM I: I direct the payment of all my just debts,
expenses of my last illness, funeral expenses, perpetual care of
my burial lot, suitable marker for my grave and the costs of
administrating my estate from my estate as soon after my death as
conveniently may be done.
ITEM II: I give and bequeath to MARGARET A. LITTLE, my
daughter, the sum of $50.000.00.
ITEM III: I give, devise and bequeath all of the rest,
residue and remainder of my property to go equally to my three
sons, namely EDWARD E. LITTLE, THOMAS A. LITTLE and VINCENT M.
LITTLE, and if any of them should predecease me his share to go to
his children then living.
ITEM IV: I direct that any and all taxes that may be
assessed in consequence of my death, including all Inheritance,
Estate and Transfer Taxes imposed upon my estate passing under my
\-Jill or otherwise, shall be paid out of the principal of my
residuary estate as a part of the expense of the administration of
my estate.
II/.
. '.
ITEM V: I authorize and empower my personal
representative and/or said Trustee representative to compromise,
adjust, release and discharge in such manner as my personal
representative may deem proper, all debts and claims owed by or to
me or my Estate; to sell, lease or exchange at public or private
sale or in such manner, at such prices, and upon such terms of
credit or otherwise, as my personal representative or said Trustee
may deem proper, all or any part of my property, real or personal;
to execute, acknowledge and deliver instruments of conveyance,
including deeds in fee simple; to borrow money for the purpose of
paying estate, inheritance or other taxes which are required to be
paid and to secure any such loan by pledge or mortgage of all or
any part of my property and to execute the necessary instruments
to carry out such powers; to distribute my estate in kind or partly
in money or partly in kind, and to determine the fair value at
which any property so distributed in kind shall be received by the
distributees; to conduct any business in which I have an interest
at the time of my decease, for such period as my personal
representative may deem proper, power to borrow money and pledge
assets of the business and the power to do all other acts that I,
in my lifetime could have done, to delegate such power to any
partner, manager or employee without liability for any loss
occurring therein and to organize a corporation to carryon said
business as capital to such corporation and accept stock in the
corporation in lieu thereof and hold such stock for the uses of
this my Will, and to vote said stock or sell the same as to my
2
a.ti:!
, '.
personal representative may seem best; to retain all stocks,
assets, bonds and investments owned by me without being confined
to what is known as legal investments; to execute any options to
purchase, to apply for stocks, bonds or other investments, to
purchase or otherwise acquire real estate and to execute the same
powers thereover as hereinbefore provided, to retain indefinitely
any part of my assets, real or personal, which is or may become
unproductive or to make sale thereof; to pay carrying charges and
expenses of the property out of other principal or income of my
estate; to invest and reinvest in all forms of property without
restriction to investments authorized for Pennsylvania fiduciaries,
as they deem proper, without regard to the principle of
diversification or risk; to exercise any law-given option to treat
administrati ve expenses either as income tax or as estate tax
deductions, without regard to whether the expenses were paid from
principal or income. The powers herein conferred shall be to my
named personal representative and said Trustee and all successors
thereto and shall be in addition and not in limitation of other
powers conferred on said fiduciaries.
Any and all payment or payments of any sum or sums, whether
in cash or in kind and whether for principal or income, payable to
any beneficiary shall be made upon the sole receipt of the
respective beneficiary to whom the payment is made, and free from
anticipation, alienation, assignment, attachment, and pledge and
free from control by the creditors of any such beneficiary.
3
Il~;/!
ITEM VI:
All shares of principal and income hereby given
shall be free from anticipation, assignment, pledge or obligation
of the beneficiaries and any of them and shall not be subject to
any execution or attachment, levy or sequestration or other claims
of the creditors of said beneficiaries or any of them.
ITEM VII:
I nominate, constitute and appoint MARGARET A.
LITTLE, as the sole Executrix of this my Last Will and Testament,
to serve without bond. In the event of the renunciation, death,
resignation, refusal or inability to act for any reason whatsoever
of my said daughter, MARGARET A. LITTLE, I nominate, constitute and
appoint my son, EDWARD E. LITTLE.
IN WITNESS WHEREOF, I, ALVINA A. LITTLE, have, to this my Last
Will and Testament, set my hand and seal this
i7buLn.W , 1994.
15'-f~
day of
I'~ Il ~
ALVINA A. LITTLE
(SEAL)
4
residing at 70S Y Me- A ~
~~.J.--,(. ;:.
~J'l/1J'vi. ~ residing at ~eu7J4oun---ld
~ ~ ,;J/J- 17~/9
I
Signed, sealed, published and declared by ALVINA A. LITTLE, the
above-named Testatrix, on the /6fJ1 day of 'lJDOC./L.lu,y- ,
1994, as and for her Last Will and Testament in the presence of
us, who, in her presence and in the presence of each other have,
at her request, subscribed our names as witnesses hereto.
")
:.~
Ncime ~
5
. .
.. . . r, .
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF --t1orK
SS:
We, the undersigned, the Testatrix and the witnesses,
respectively, whose names are signed to the foregoing instrument,
being first duly sworn and qualified according to law, do hereby
declare to the undersigned authority that we were present and saw
the Testatrix sign and execute the instrument as her Will, and that
she had signed willingly 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
the Will as witnesses and that to the best of their knowledge the
Testatrix was at that time eighteen (18) years of age or older, of
sound mind and under no constraint or undue influence; and I, the
said Testatrix, do hereby acknowledge that I signed and executed
the instrument as my Last Will and Testament, that I signed it
willingly, and that I signed it as my free and voluntary act for
the purposes therein expressed.
~t:~
Testatrix
Sworn to and SUbs;1ibed before me this
1,'Sft1. day of 6tJ.t~ , 1994.
d~ -IA'~cUVv~
NOTARY PUBLIC
My Commission Expires:
Not8JI8I S88I
~~~PublIc
. My~",,~-=1998
~ Nbtarfes
.~ " ;. '~:l' .'
E
--
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: ALVINA A LITTLE
Date of Death: 09/20/2001
Estate No. 2001-00887
SSN: 157109055
File No. 21-01-0887
Date Letters Granted: 09/26/2001
Will or Administration No.
To the Register:
I certify that Notice of 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 12/12/2001
Name Address
Edward E Little 1603 Primrose Lane
Bethlehem PA 18018 610 691-3277
Margaret A Little 1303 Warwick Road
Camp Hill PA 17011 717 737-3070
Thomas A Little 372 Berry Mt Road
Millersburg P A 17060 717 692-5175
Vincent M Little 2126 Washington Road
Valrico FL 33594 813 689-8287
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Personal RepreseAtative
_ ('V"\
X Couns~~ f#j. Pers~1
Repre~rnative C::!:
~
~~ffi ~~
Jan L Brown Esquire
Name (Please type or print)
Jan L Brown & Associates
Address
845 Sir Thomas Court
Date: 12/12/2001
Capacity:
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50
Harrisburg
PA 17109
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Telephone No. 717-541-5550
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COURT FILINGS COVER SHEET
To: 1?eg/sftv of MIls, (!tunbc'!Md &;,
From: J an L. Brown, Attorney at Law
845 Sir Thomas Court, Suite 9
Harrisburg, P A 17109
(717) 541-5550
Fax: (717) 541-9223
Re: ENCLOSED PLEASE FIND FOR FILING THE FOLLOWING DOCUMENT(S):
Client: Esfa:te.. of Alv/J1tL II [/ff/b Date: /2.- /~-O /
:;) I - 0 \ - Og~ 7
_Divorce Complaint _Praecipe to Withdraw Deed
_Affidavit of Service _Affidavit of Consent Order
_Praecipe to Enter _Acceptance of Service Petition
_Custody Complaint _Divorce Decree(s) _Answer
_Praecipe to Transmit Records _Marital Settlement Agreement _Stipulation
_Vital Records Form 1L Other: 1<e. V - /500 Inher/t/1/Jl'h ?ax J? eftL/ 11
ALSO ENCLOSED:
~ Self-addressea Stamped Envelope
LCheckin the amount of$ /5.00 fili(1~ tee. and.- h/3)14.S5 +ax
_Other:
PLEASE TIME STAMP AND RETURN THE COPIES TO MY OFFICE.
Your assistance is greatly appreciated.
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Register
of
\J-/ills
.01 ole 19 P 2 :54
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Cjerk-(i ')jUn
CUlnbenand . PA
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
LITTLE MARGARET A
1303 WARRICK ROAD
CAMP HILL, PA 17011
_____n_ fold
ESTATE INFORMATION: SSN: 157-10-9055
FILE NUMBER: 21-2001- 0887
DECEDENT NAME: LITTLE ALVINA A
DA TE OF PAYMENT: 12/19/2001
POSTMARK DATE: 12/18/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 09/20/2001
NO. CD 000657
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $13,174.55
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$13,174.55
REMARKS: MARGARET ANN LITTLE
C/O JAN L BROWN
CHECK# 2090
SEAL
INITIALS: DO
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
LITTLE MARGARET A
1303 WARRICK ROAD
CAMP HILL, PA 17011
-------- fold
ESTATE INFORMATION: SSN: 157-10-9055
FILE NUMBER: 2101-0887
DECEDENT NAME: LITTLE ALVINA A
DA TE OF PAYMENT: 02/20/2002
POSTMARK DATE: 02/19/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 09/20/2001
NO. CD 000875
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $2,176.02
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$2,176.02
REMARKS: MARGARET ANN LITTLE
C/O JAN L BROWN ESQUIRE
CHECK# 2115
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
\.. //-/0- /
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG I PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*
REV-li07 EX AFP lOl-D2)
RcC"
'02 f\PR-1
DATE
ESTATE OF
DATE OF DEATH
P\? :4~LE NUMBER
! . '" COUNTY
ACN
03-25-2002
LITTLE
09-20-2001
21 01-0887
CUMBERLAND
101
Allount Rellitted
ALVINA
A
JAN L BROWN ESQ
JAN L BROWN & ASSOCS
.... r
845 SIR THOMAS CT \.J.:;"
HBG fA 1710~~lwnt] ,
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD 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=ii"ifj-ix-AFP-roi-:ozi-------...--iNHERiTANC'E--YAX-STAfEMENY-O-,:-ACCouiif--....---------------------
ESTATE OF LITTLE ALVINA A FILE NO.21 01-0887 ACN 101 DATE 03-25-2002
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 PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT: 02-11-2002
P R I NC I PAL TAX DU E : ...-...............................................................................................................-...............................................-...................................-...........-.
16,043.97
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-18-2001 CDOO0657 693.40 13,174.55
02-19-2002 CDOO0875 .00 2,176.02
TOTAL TAX CREDIT 16,043.97
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 HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
~c::---==_")
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEI1ENT, ALLOWANCE OR DISALLOWA~B 11 Dr(\aD
OF DEDUCTIONS AND ASSESSI1ENT OF TA~~ ru:~.
L: r
.02 FEB 20 OJ 0 :s 4
JAN L BROWN ESQ
JAN L BROWN & ASSOCS
845 SIR THOMAS CCierl'
HBG (l8nlllUJ.,'
CUT ALONG THIS LINE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-11-2002
LITTLE
09-20-2001
21 01-0887
CUMBERLAND
101
Allount Rellitted
*'
REV-1547 EX AFP (12-101
ALVINA A
?
2/1&, O~
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
RETAIN LOWER, PORTION FOR YOUR RECORDS ~
~
--------------------------------------~-----~
REV-15oo EX + (6-00)
'*
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Little Alvina A
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
OFFICIAL USE ONLY
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09/20/2001 03/18/1917
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
00 1, Original Return
o 4, Limited Estate
00 6, Decedent Died Testate (Attach copy of Will)
o 9, Litigation Proceeds Received
o 2. Supplemental Return
o 4a, Future Interest Compromise (dale of death after 12-12-82)
o 7, Decedent Maintained a Living Trust (Attach copy ofT rust)
o 10. Spousal Poverty Credit (dale of death between 12-31-91 and 1-1-95)
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FILE NUMBER
21 -01 0 8 8 7
"'CoUNiY"CoOE -YEAR- - - NuMsER- -
SOCIAL SECURITY NUMBER
1 57- 1 0 - 9 0 5 5
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date of death prior to 12-13-82)
o 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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COMPLETE MAILING ADDRESS
NAME
Jan L Brown Es uire
FIRM NAME (If Applicable)
Jan L Brown & Associates
TELEPHONE NUMBER
717-541-5550
845 Sir Thomas Court
Harrisbur
PA 17109
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OFFICIALjOiE ONLY
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(1)
(2)
(3)
(4)
(5)
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
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)
(6)
(7)
(9)
(10)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a){l.2)
X _(15)
309,032.64 X .045 (16)
X .12 (17)
X .15 (18)
(19)
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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
75,294.58
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239,471.99
(8)
314,766.57
5,733.93
(11)
(12)
(13)
5,733.93
309,C'32.~ 1
(14)
309,032.64
13,906.47
13,906.47
Decedent's Complete A dress:
STREET ADDRESS
1303 Warwick Road
CITY I STATE I ZIP
Camp Hill PA 17011
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Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
13,906.47
731 92
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C)
(2)
731.92
Total Interest/Penalty ( D + 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)
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
13,174.55
13,174.55
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; ........................................................................... 0 00
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 00
c. retain a reversionary interest; or ...................................................................................................... 0 00
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 00
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................. 0 00
3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 00 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.
R THAN REPRESENTATIVE
A
845 Sir Thomas Court
HarrisburQ
PA 17109
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. ~9116 (a) (1.1) (i)].
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. ~9116 (a) (1.1) (ii)].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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 transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
_'DO."" '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Little Alvina A
If an asset was made joint within one year of the decedenfs date of death, it must be reported on Schedule G.
FILE NUMBER
21 01
0887
SURVIVING JOINT TENANT{S) NAME
ADDRESS
RELA TrONSHIP TO DECEDENT
A. Margaret A Little
1303 Warwick Road
Camp Hill PA 17011
daughter
B Edward E Little
1603 Primrose Lane
Bethlehem PA 18018
son
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JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DE CD'S VALUE OF
NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENrSINTEREST
1. A. 3/1995 PNC Bank 2.313.70 50. 1,156.85
Checking Account No. 5140038521
2 A 2/1997 PNC Bank 45,246.43 50. 22,623.22
Savings Account No. 5130058115
3 A. B 11/1967 Members 1 st Federal Credit Union 823.27 33. 271.68
Savings Account No. 9847-00
4 A, B 9/1986 Members 1 st Federal Credit Union 11.341.92 33. 3,742.83
Savings Account No. 9847-05
5 A 1994 1303 Warwick Rd, Camp Hill. PA 17011 95,000.00 50. 47.500.00
Parcel Identifier: 13-23-0545-313
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TOTAL (Also enter on line 6, Recapitulation) $ 75 294.58
(If more space is needed, insert additional sheets of the same size)
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Little Alvina A
FILE NUMBER
21 01
0887
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
ITEM INClUDE THE NAME OF THE TRANSFEREE. THEIR RElATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
NUMBER ATTACH A COPY Of THE DEED FOR REAl ESTATE. VALUE OF ASSET INTEREST
(IF APl'UCABLE)
Allstate Life Insurance Company Annuity --~
1. 239,471.99 100. 239,471.99
Edward E Little, Thomas A Little and
Vincent M Little, sons, beneficiaries
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TOTAL (Also enter on line 7, Recapitulation) $ 239.471.99
(If more space is needed, insert additional sheets of the same size)
REV.1511EX+(1-97}
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SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Little Alvina A
FILE NUMBER
21
01
0887
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Musselman Funeral Home & Cremation Services, Inc. 809.37
2 Wyndham Garden Hotel, funeral luncheon 353.62
3 Giant Foods, funeral meal at house 143.35
4 Royer's Flowers Inc., funeral flowers 84.80
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s) J EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attomey Fees Jan L Brown & Associates 3,800.00
3. Family Exemption: (If decedents address is not the same as claimants, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills, Cumberland County 346.00
5. Accountants Fees
6. Tax Retum Preparer's Fees
7. Register of Wills, Cumberland County, filing fee Inheritance Tax Return 15.00
8 Cumberland Law Journal - estate notice 75.00
9 The Sentinel - estate notice 106.79
TOTAL (Also enter on line 9, Recapitulation) $ 5 733.93
(If more space is needed, insert additional sheets of the same size)
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THIS IS NOT A TAX BILL
MAILING DATE: July 1, 2000
Parcel Identifier:
13-23-0545-313.
District: 13 - LOWER ALLEN TOWNSHIP
School..: WEST SHORE SD
2000 Assessed Value Old Assessed Value .
. Market Value (2000 Market x 100./.) (1974 Market x 25"1.)
Land 16,500 16,500 810
Buildings 78,480 78,480 5,020
TOTAL 94,980 94,980 5,830
2000 Clean and Green Values
Land NOT NOT NOT
Buildings APPLICABLE APPLICABLE APPLICABLE
TOTAL
, .
Clean and Green values apply to some farm and forest land. Such values
become effective only upon application and approval. AIl applications must be
received by the Assessment Office by 4:30 p.m. on October 15, 2000. Those
previously approved for Clean and Green do not need to re-apply.
Location:
1303 WARWICK ROAD
HIGHLAND PARlt
LOT 7 BLX U PB 5 PG 24
TAXABLE
UNIT/LOT ID..: L-0007
Land Size....: .15 acres
Property Type: R
Residential With Buildings
Control No: 13000564
CUSOKSKG
Pennsylvania law requires that all real estate be valued as of the most recent county-wide reassessment. The I~~t
reassessment, or tax base year, was 1974. Since the last reassessment in 1974, properties have been assessed at 25% of the
1974 value {the "Pre-Determined Ratioj. The new tax base year will be the Year 2000, with the new assessed values
becoming effective for the 2001 tax year. The Pre-Determined Ratio has been changed to 100%. Your new assessed value
equals your Year 2000 market value.
It Is vel}' Important for you to know that when the new 2000 tax base Is determined after this reassessment. all taxing
districts are required by law to lower the millage rate by the same proportion that the tax base 'went up. The law
provides that in the first year after reassessment (2001), the county and all townships and boroughs may not increase overall
revenue by more than five percent (5%) and school districts may not increase overall revenue by more than ten percent (10%).
The county and the other taxing bodies will make these decisions next year, and may choose not to increase overall revenue.
Of course, some individual's taxes will go up or down by more than those percentages. The' essential point is that an
increase In market values does not necessarily mean a corresponding Increase In taxes. Individual changes In taxes
will depend upon a specific property's change as compared to the overall change for the taxing district.
The ESTIMATED impact statement printed below is our best estimate of change, based on 2000
COUNTY tax figures. This estimate does not include any borough, township, or school district impact.
ESTIMATED COUNTY TAX IMPACT:
Current 2000 County mil1s = 27.500
Adjusted 2000 County mills = 1.858
$
$
160
176
2000 County Tax BEFORE Reassessment.
2000 County Tax AFTER Reassessment.