HomeMy WebLinkAbout01-0946
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of ~/J 1. J V f. t::. Sc fi I'fl Ill) t::
also known as
Deceased.
Social Security No. ()O 1- Ib-tJR'h?,
Register of Wills for the
County of CUM f3El_J....1l fJ'O in the
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~'0'
in the last will of the above decedent, dated m jj (J. c H (p &./)/7 )
and codicil(s) dated )Jj/? )
No.
To:
21-01-946
named
,-!9=-'_
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was d?miciled. at .death i~ J -' r 3.~.tJ::::r::t../V 7> County, Pennsylvania, wj,1,h
h E{{ last famlly or~pnnclpal resldence at ___ ~____'__ ':::P f.l../ 1/ E) (Iii m I' 17 / I.J.. / fd1.. /7~/ I
C Am f' /'I//.....1- ~oR()
(list street, number and muncipality)
Decendent, then 7 g years of age, died 11// a v.s r /j..~ ~ / ,~
at II A ~ f< I~BiJf<..G )I 0 \' f'j r;:l L /
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$ 9/)) nrw . IJ\:J
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters tv'
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } S8
COUNTY OF C'U(Yl8FI2j...flrv,TJ
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.
Sworn to or affirmed and subscribed Q,.i..A.AJ t: 1.9 J ~~ ~
before me this 12th day of ~
OCTOBER 2001 .6..-. D IYop/lJELt.. a
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No. 21-01-946
Estate of
PAULINE E SCHMINK
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW
OCTOBER 15
_ ,__ ~2.Q.Ql. in cOlisideratiol1 ( . ,,:: L'c;:ic.f' 'm
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated MARCH 6. 2001
described therein be admitted to probate and filed of record as the last will of
PAULINE E SCHMINK
TESTAMENTARY
and Letters
are hereby granted to
Dianne E O'Donnell
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u ~ter of Wills ,.j
FEES
Probate, Letters, Etc. .........
Short Certificates( )..........
~:eR~ff6~tion ................
JCP
$ 200.00
$ 3.00
$ 18.00
$ 5.00
TOTAL _ $ 226.00
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:\ITORNEY (Sup. Ct. !.D. No.)
ADDRESS
Filed
PHONE
shc\wills\SchmillkPE. wil
JUlle 13, 2000
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LAST WILL
21-01-946
OF
PAULINE E. SCHMINK
I, PAULINE E. SCHMINK, of Cumberland County, Pennsylvania, being of sound and
disposing mind, memory and understanding, do hereby make, publish and declare this my Last Will
and Testament, hereby revoking any and all prior Wills and Codicils thereto by me at anytime
heretofore made.
1. PAYMENT OF BURIAL EXPENSES AND DEBTS. I authorize my executor to pay all
the expenses of (1) a funeral or memorial service; (2) the interment of my remains, including
the costs of a grave site, if necessary; and (3) the installation and inscription of a suitable
marker at, and perpetual care of, the gravesite. I further direct my executor to pay all of my
debts that my executor in his or her sole discretion may allow as claims against my estate.
2. DISPOSITION OF TANGIBLE PERSONAL PROPERTY.
2.1 Disposition to Spouse. I give all of my tangible personal property of every kind and
description, including, but not limited to, books, pictures, clothing, articles of
household or personal use or adornment, household furnishings and effects, and
automotive vehicles and their accessories, but excluding any money, evidences of
indebtedness, documents of title, and securities and property used in connection with
the operation of any trade or business, to my spouse, Elmer N. Schmink.
2.2 Alternative Disposition. Ifmy spouse does not survive me by more than sixty (60)
days after the date of my death, and any of the hereinafter named persons survive me,
I direct my executor to divide my tangible personal property into two parts. The first
part shall contain all items that my executor determines, to be of no present or future
value or use to my children. The second part shall contain the balance of the
property. My executor shall dispose of the first part by sale, abandonment,
destruction, or gift to any charity or person. The proceeds of any sale shall be added
to my residuary estate. All property in the second part I give to my children who
survive me, in substantially equal shares, to be divided among them as they shall
agree. If any child is a minor, the guardian of the person appointed for that child
must agree to the division. If no agreement is reached within (60) days after my
death, all property in the second part shall be divided among all my children in such
manner as my executor shall direct. The decision of my executor shall be conclusive
and binding on all persons interested in my estate.
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PAULINE E. SCHMINK
shc\wills\ScluninkPE. wil
JUlie 13.2000
Any item of personalty passing to a minor under this Section 3.2 may be delivered
to the minor or to any person to hold for the minor, as my Executor thinks advisable,
and the receipt of any such persons, including the minor, shall constitute a full and
complete discharge to my Executor.
3. DISPOSITION OF RESIDUARY ESTATE.
3.1 Disposition to Spouse. All of the rest, residue and remainder of the property that I
own at the time of my death, both real and personal, and of every kind and
description, wherever situated, to which I may be legally or equitably entitled at the
time of my death (my "residuary estate"), I give outright and absolutely to my spouse,
Elmer N. Schmink, ifhe survives me.
3.2 In the event my spouse is not living on the sixtieth (60) day after the date of my
death, I leave all the rest, residue and remainder of the property that I own at the time
of my death, both real and personal, and of every kind and description, wherever
situate, to which I may be legally or equitably entitled at the time of my death (my
"residuary estate") in equal shares to my children, per stirpes.
4. POWERS OF ADMINISTRATION.
4.1. Grant of Powers. My executor, in the administration of my estate, (my
"fiduciaries") shall have the powers and authorities set forth in this Article 4. These
powers and authorities may be exercised by my executor and trustee in their sole and
absolute discretion, without the permission or order of any court. These powers shall
be supplementary to those conferred by law, including, but not limited to, those set
forth in Title 20, Chapter 33, of the Pennsylvania Consolidated Statutes.
4.2. Retention of Assets. My fiduciaries shall have the power to retain any or all
property of my estate, however received and acquired, for so long as they deem
appropriate. This power may be exercised even though the property may not be of
the type authorized by law for investment, and even though the retention may leave
a disproportionately large amount of the value of my estate invested in one type of
property.
4.3. Transfer of Assets. My fiduciaries shall have the power to sell, transfer, and convey
any property, of whatever nature, including real property, and wherever situated, that
I may own at the time of my death, or that may come into my estate or after my death.
The sale, transfer, or conveyance may be by public or private sale, at such time, on
such terms and conditions, including selling price and credit, in such manner, and for
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2 PAULINE E. SCHMINK
shc\wi]]s\SchminkPE. wi]
JUlie 13, 2000
.'
any reason that my fiduciaries deem appropriate, including, but not limited to, the
purpose of obtaining net proceeds to be distributed to my residuary beneficiaries.
4.4. Investment. My fiduciaries shall have the power to invest and reinvest any property
in my estate in preferred and common stocks, bonds, notes, common trust funds
(including any managed by any corporate fiduciary), interests in investments, trusts,
mutual funds, leases, mortgages on property wherever located, and, generally, in any
property and in proportions of property as my fiduciaries deem advisable, even
though the investments are not of the character or proportions authorized by
applicable law for the investment of the funds.
4.5. Power to Borrow. My fiduciaries shall have the power to borrow money for any
purpose, for any periods of time, and on any terms and conditions as they deem
advisable (including the power to borrow from any corporate fiduciary), and to
pledge, mortgage, or otherwise encumber any property in my estate to secure
repayment of any loan, as well as the power to renew existing loans either as maker
or endorser.
4.6. Power to Hold Property in Nominee Form. My fiduciaries shall have the power
to hold any property in the name of a nominee or in bearer form.
4.7. Distribution in Cash or in Kind. My fiduciaries shall have the power to make
distributions in cash or in kind, or partly in cash, in divided or undivided interests,
as amended, or other applicable law, and to determine which assets shall be sold and
which shall be distributed in kind, without notice to or consent by any beneficiary.
4.8. Distribution to Minors and Persons Under Disability. My fiduciaries shall have
the power to make distributions or payments to or for the benefit of any beneficiary
who is a minor, an incompetent, or who in the fiduciaries' judgment is incapacitated.
The distributions or payments shall be made in anyone or more of the following
ways: (1) directly to the beneficiary; (2) directly to the creditor in payment of the
debts or expenses of the beneficiary; (3) to the guardian of the person or estate of the
beneficiary; (4) to any custodial parent of a minor beneficiary; (5) to a custodian for
the beneficiary under any law related to gifts to minors, including to my fiduciaries
in that capacity; or (6) to any other person who shall have the care and custody of the
person of the beneficiary. There shall be no duty to see to the application of funds
so paid, provided due care was exercised in the selection of the person to whom the
funds were paid, and the receipt of the person shall be full acquittance of the
fiduciaries.
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3 PAULINE E. SCHMINK
shc1wills\SchminkPE. wi!
JUlie 1],2000
..
4.9. Continuation or Liquidation of Business. My fiduciaries shall have the power to
continue or to permit the continuation of any business, incorporated or
unincorporated, in which I may have any interest at the time of my death for any
period of time, or to liquidate the business on any terms as they deem appropriate.
This power includes, but is not limited to (1) the power to invest additional sums in
any business, even to the extent that my estate may be invested largely or entirely in
the business, without liability for any loss resulting from lack of diversification; (2)
the power to act as or to select other persons to act as directors, officers, or
employees of any business, to be compensated without regard to being a fiduciary
under this Will; and (3) the power to make any other arrangements in regard to any
business as my fiduciaries shall deem proper.
4.10. Emplovment of Agents. My fiduciaries shall have the power to employ and pay the
compensation of any and all attorneys, agents, custodians, attorneys-in-fact, experts,
investment counsel, accountants, bookkeepers, or other agents or providers of
services as my fiduciaries deem advisable in the administration of my estate.
4.11. Commissions. My fiduciaries shall have the power to take reasonable commissions
on account at any time during the administration of my estate without the approval
of any beneficiary or of the court, but subject to allowance or disallowance on the
settlement of the final accounts of my fiduciaries.
4.12. Third Party Reliance. No person or corporation dealing with my executor shall be
required to see to the application of any property paid or delivered to my executor,
or to inquire into either the authority of my executor to enter into any transaction or
the expediency or propriety of any transaction entered into by my executor.
4.13 Charitable Donations. In the event that any of my tangible personal property is
donated to a charitable organization(s) then my fiduciary is instructed to use
the value of said donationes) as an inheritance tax deduction for any inheritance tax
return which may be required to be filed as a consequence of my death.
5. PAYMENT OF DEATH TAXES.
5.1 Payment of Estate Taxes. I direct that all federal and Pennsylvania estate taxes
payable as a result of taxes assessed on property passing under this Will shall be paid
from my residuary estate as a part of the expenses of the administration of the estate.
5.2 Inheritance Tax. I direct that the Pennsylvania inheritance taxes payable as a result
of my death, limited to taxes assessed on property passing under this Will, shall be
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4 PAULINE E. SCHMINK
shc\wi]]s\SchminkPE_ wi]
June \3, 2000
.'
paid out of my residuary estate and shall not be deducted or collected from any
beneficiary under this Will or other transferee.
6. EXECUTOR.
6.1 Appointment. I name, constitute, and appoint my daughter, DIANNE E.
O'DONNELL, as executor of my estate. If DIANNE E. O'DONNELL shall not
survive me, shall not serve as executor for any reason, or shall cease to serve as
executor for any reason after appointment, DARLENE WHENRY shall act as
executor in her place.
6.2 Bond Not Required. None of the individuals named in Section 6.1 shall be required
to furnish a bond for the faithful performance of her duties as executor.
7. PRESUMPTION IN CASE OF SIMULTANEOUS DEATH.
For the purposes of this Will, in determining whether a person has survived me or another
person, (1) I shall be deemed to have survived my spouse unless it unmistakably appears by
proof that he predeceased me; and (2) in all other cases, a person shall not be deemed to have
survived me or another person if he or she dies within sixty (60) days of my death or of the
death of the other person.
8. LIABILITY OF EXECUTOR.
My executor shall not at any time be liable for mistake oflaw or of fact, or both law and fact,
or errors of judgment, nor for any loss coming to any beneficiary under this Will, or to any
other persons, except through actual fraud or willful misconduct on the part of the executor.
My executor may, from time to time, consult with counsel with respect to the meaning,
construction, and operation of this Will, particularly with respect to the appointments,
allocations, and disbursements, and may act on the advice of counsel in all matters without
incurring liability on account of his or her actions.
9. INTERPRETATION.
9.1 Will Not Contractual. My spouse and I are executing Wills at approximately the
same time, in which each of us is the primary beneficiary of the Will of the other.
These Wills are not being executed pursuant to any contract to make a Will or any
contract not to revoke a Will. The Will of each of us is revocable at any time,
whether before or after the death of the other spouse, at the sole discretion of the
spouse making the Will.
5
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PAULINE E. SCHMINK
shc\wills\SchminkPE. wil
June 13,2000
'.
9.2
9.3
9.4
9.5
..
Successors of Fiduciaries. All pronouns referring to an executor and the term
"executor" shall be construed to mean any person acting as my executor, co-executor,
personal representative, or administrator, as the case may be.
Number and Gender. If required by the context of this Will, singular language shall
be construed as plural, plural language shall be construed as singular, and the gender
of personal pronouns shall be construed as either masculine, feminine, or neuter.
Headings. All headings used in this Will to describe the contents of each article,
paragraph, or other division are provided for convenience only and shall not be
construed to be a part of this Will.
Governing Law. This Will shall be construed in conformity with the law of the
Commonwealth of Pennsylvania.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and
Testament, consisting of six (6) typewritten pages,Jhe first five (5) of which bear my signature in
the margin for the purpose of identification, this {.tJ.t! day of ,/17a/lf;~ ,2001.
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PAULINE E. SCHMINK, TEST A TRIX
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Signed, sealed, published and declared by the above-named Testatrix, n.9-c.-.l",,_<~ c: , as
and for her Last Will and Testament, in the sight and presence of us, who, at her request, in her sight
and presence and in the sight and presence of each other, have hereunto subscribed our names as
witnesses.
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Address
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shc\wills\SchmillkPE. wit
June 13. 2000
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COMMONWEAL TH OF PENNSYLVANIA
COUNTY OF (!<.JJh!L{/t(,rZ/l\.aJ---
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I, PAULINE E. SCHMINK, THE TESTATRIX, WHOSE NAME IS SIGNED TO THE
FOREGOING INSTRUMENT, HAVING BEEN DULY QUALIFIED ACCORDING TO LAW, 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.
SWORN OR AFFIRMED TO AND ACKNOWLEDGED BEFORE ME BY PAULINE E.
SCHMINK, THE TESTATRIX THIS (s; 1--:'nA Y OF ./J /u'U,-~ , 2001.
NOTARIAL SEAL
CASSANDRA T. ROSENBAUM, Notary Public
Harnsburg, Dauphin County
My Commission Expires December 4, 2004
COMMONWEAL TH OF PENNSYLVANIA
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COUNTY OF )
WE, c5 CCJCL-o /-f {~101 (u<--- AND fJ,e-recl f.. Le(Jfl/G
THE WITNESSES WHOSE NAMES ARE SIGNED TO THE FOREGOING INSTRUMENT, BEING
DUL Y QUALIFIED ACCORDING TO LAW, DEPOSE AND SAY THAT WE WERE PRESENT AND
SA W THE AFORESAID TESTATRIX SIGN AND EXECUTE THE INSTRUMENT AS HER LAST WILL
AND TESTAMENT; THAT SHE SIGNED WILLINGLY AND THAT SHE EXECUTED IT AS HER FREE
AND VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED; THAT EACH OF US IN THE
HEARING AND SIGHT OF THE TESTATRIX SIGNED THE WILL AS WITNESSES; AND THAT TO
THE BEST OF OUR KNOWLEDGE THE TESTATRIX WAS AT THE TIME EIGHTEEN (18) OR MORE
YEARS OF AGE, OF SOUND MIND AND UNDER NO CONSTRAINT OR UNDUE INFLUENCE.
{p ("5- DA Y OF
I~WO.~N OR AFFIRMED TO AND SUBSCRIBED TO BEFORE ME, THIS
lj;u"'-i[, ,2001.
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NOTARIAL SEAL
CASSANDRA T. ROSENBAUM, Notary Public
Harrisburg, Dauphin County
My Commission Expires December 4, 2004
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Notary Public t
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Name of Decedent:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
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Date of Death:
,IIVGC/5T
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Will No.
~ 1- () / -- of 1.6
Admin. No.
:2 ?1tJ /- 00 c; 1-6
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 g--:-- /4 -0/
Name
Address
E I../YI Elf.. III S"(;f! In / /IJ K
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Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
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Capacity: -X- Personal Representative
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REV-1500 EX (6-0l '
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
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INHERITANCE TAX RETURN FILE NUMBER
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RESIDENT DECEDENT COUNTY CODE YEAR
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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DATE OF BIRTH (MM-DD-YEAR)
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NUMBER
SOCIAL SECURITY NUMBER
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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)
COMPLETE MAILING ADDRESS
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OFFICIAL USE ONLY
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o 4. Limited Estate
.0 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
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 of Trust)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
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(12)
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FIRM NAME (If Applicable)
(14)
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
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(8)
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(19)
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3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Properly
(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)
(9)
(10)
(6)
(7)
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)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
'17) ;l 9(~. J. 9
x.O _ (15)
16. Amount of Line 14 taxable at lineal rate
x .0_ (16)
x .12 (17)
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
x .15 (18)
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
REV-l508 EX' (1-97}
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
PA U/.- Jj1/ E
FILE NUMBER
~,
~ 1/ /YJ /IV Ie
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
m ~ In B EIZ!5 / jE Fe (. J J ACe. T, 'IF J CJ 56" f:,
VALUE AT DATE
OF DEATH
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PRE-fA I)? fl/A/Ec~I1L ,4CCO'/lVf
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TOTAL (Also enter on line 5, Recapitulation) $ (j f", LJ.-f') f(, ,,;L 4-
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99) .
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ESTATE OF
ITEM
NUMBER
A.
B.
1.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
Debts of decedent must be reported on Schedule I.
DESCRIPTION
1.
FUNERAL EXPENSES:
f!COVft<5 t:j)tJf~t4L HeM€-
~.
5v,v (J "'/2! IYJO/IJi/IYlf:/Vr - TOM B5TtJ,u!f
:PI/VIpS C!lU!<.CiI Cl/YltTE7 1i5SP.
(3iJ,Q)AL YRfSS
3,
1/-,
5.
5U/tiJ3/)~ /YJ,R/IIVmE/lIr - rCJ/W!,YTtJ,1)€ Yfl'f_ 1~>cAI fr,o,.)
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City
State _~_ Zip
2. Attorney Fees
Year(s) Commission Paid:
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
State __ Zip
4. Probate Fees
Relationship of Claimant to Decedent
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $
(if more space IS needed, Insert addllional sheets of the same size)
AMOUNT
6) If/b,O&-
/J-J/~,pO
3 "76' , tYD
/P;J. CJ3
-, 5. ~ D
-0-
_ 0 -
,-- 0-
;}. ;2 to, tro
.~ 0-
-- "
tf. I J / . 9,5'
/
REV-1513 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
NUMBER
I
RELATIONSHIP TO DECEDENT
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s)
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
See, 9116 (a) (1.2)J
1.
f. J....m t fQ. IV. S;C}I fYll /l) k.. /1 U>.e A tV Y
cjp Yll1fJtvt r. t)'pO,u,v~LL
I ()07 S'WfJ,P.TIf m{)A€ Rol4]?
f\JlvJ GIV\~f.l..-IH')P) fA /7070-/730
AMOUNT OR SHARE
OF ESTATE
IOD~
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REY-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
\,
(7../Y-~
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
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-04-2002
SCHMINK
08-04-2001
21 01-0946
CUMBERLAND
101
'Dc
1(\
~r~ "')
.',.' !
DIANNE E ODONNELL
1007 SWARTHMORE RD
NEW CUMBERLAND PA\17070
( ~I ;
-- ,,\
'*
REV-1547 EX AFP (Dl-DZl
PAULINE
E
Allount Rellitted
CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
96,408.24
.00
.00
(8)
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 ~
REY=is4j-EX--AFP--foY:02Y-NoricE--oF-YNHER-ifAifci-rAX-'A-ppRAisEHENT-:--ALDiwAifci-crli----------- - -----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SCHMINK PAULINE E FILE NO. 21 01-0946 ACN 101 DATE 06-04-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
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
NOTE: If an assessment was issued previoUSly, lines
reflect figures that include the total of ~
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
TAX CREDITS:
(9)
UO)
9,111.95
.00
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
96,408.24
(11)
(2)
(3)
(4)
9.111 95
87,296.29
.00
87,296.29
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
87,296.29 X 00 =
.00 X 045=
.00 X 12 =
.00 X 15 =
(9)=
.00
.00
.00
.00
.00
II l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
PAVMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENAL TV:
INTEREST:
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF KILLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-3020 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
thi s Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (570) discount of
the tax paid is allowed.
The 1570 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (670) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are:
Vear Interest Rate Daily Interest Factor Vear Interest Rate Daily Interest Factor
1982 2070 .000548 1992 970 .000247
1983 1670 .000438 1993-1994 77. .000192
1984 1170 .000301 1995-1998 970 .000247
1985 1370 .000356 1999 77. .000192
1986 1070 .000274 2000 870 .000219
1987 970 .000247 2001 970 .000247
1988-1991 1170 .000301 2002 670 .000164
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
J
~v
oy--
STATUS REPORT UNDER RULE 6.12
Date of Death:
ffivL/AJc E. <SCt/mINt::-
8- tf-JCTV/
Name of Decedent:
Will No.:
~ 1- 0 j-- 09 Lf-fe
Admin. No.: r2trD/ -" tJo9'1-1D
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 whether administration of the estate is complete:
Yes ~ No 0
2. lfthe answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. lfthe answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No 0
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 0 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 report.
Date: -"Z::.!i- /J 'J
8~A1~ tJ, [)'~Lf
Signature
IJ07 E: r ~.oJ/~a::r.. II /.)
,:::VCf'o-/ llilf~&. ,...fm""~IPG ,JA>:J"['f)
To f/().>fJ~]JJY AS" A/Gf(r of
tl (..1)(1.) !,esH,p,
"';:t"
~JAA)~~ t O'tJONJJ~LL
Name
I t;?o7 ')uJ,iRTH MPttE ((oAf)
!JEW (VI118fRJ.../ltvlJ) fA rJo7i?-J 730
Address
___J
::::)
J
(711 ) 77 if - I.)h 75
Telephone No.
r......'"
;::;
.., r-:
-..,J .........
Capacity: ~ Personal Representative
o Counsel for personal representative