HomeMy WebLinkAbout01-1098
IJEllTION }i'Olt ".tOHAll~ nnd (;llAN1~ OF LE1'TERS
No. c;;2.J- 0 I.. /0 Q8'
To:
Estate of M Vplm.::a P.::all11]S
also known aSMartha 'Uelm::t. Paulus
Register of Wills for the
, Dl'ceased. County of Cumberland in the
Social Security No. 182 22 8336 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age oLP~der an the execut ors
in the last will of the abov~ decedent, dated 3Q~emhpr
and codicil(s) dated _
None
D. Clarence Paulus, primary executor, died M~T~~ 9, 1997
named
, 19~
(5t~' ,elevnnt circulllstances, e.g. renunciation, death of executor, etc.)
Oecendent was domicil,," "t death in. q__Cumberl ~nd County, Pennsylvania, with
her. __ last family 0[.) 'rind al ~sidel1ce at 1 ()41 York Road DilloB1:lrg, PA
"'t" V OK; lW P__ "
(list street, numher and muncipality)
Decendent, then . 91 "ears of age, died None!bei 19 ,~~~ 2001
at Manor Care, .940 Walnu~ Bottom Road, Car is e.PA 17.013
Except as follows. decedent did not marry. was not divorced ~Hld did not have a child born pr adopted
after execution of the will offered for proh:tle; 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 Penmvlvania
situated as follows: 1041 York Road, Dillsburg, PA
$25.000.00
S
S
$100,000.00
WHEREFORE, petitioner(s) respectfully request~~ the ~,obate of the last will and codicil(s)
prec:ented herewith and the grant of letters te emen ary _
(testamentary; admini~t I ,lion c.I.a.; administration d. b.n.c.l.a.)
theron.
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Creedin Stoner
506 E. Marble Street
Mechanicsburg, PA 170SS
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111 Wnnnl~w~ T~ne
r..::aTli~lQ7 PA 17013
OA'-fll 01; I'EllSONAL ItEPRESENTATIVE
COMMONWEALTII 014' PENNSYLVANIA } ss
COUNTY OF CUMBERLMID
The petitioner(s) above-named swear(~) or affirm(s) that the statements in the foregoing petition are
true and correct to the he;;. of tlH' kllOwkdge and 11C:'lief of petitioner(s) and that as pf-'rsonal represen-
tative(s) of the above decedent pditionel(';) will well and truly administer the estate :1'."cording to law.
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No.
21-01-1098
Estate of M. VELMA PAULUS A/K/ A MARTHA VELMA PAULUS, Deceased
DECI{I~E OJ;' IJI(ODATE AND GltANT OF LETTERS
AND NOW DECEMBER 3, JJ2001 , 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 SEPTEMBER 30th, 1983
described therein be admitted to probate and filed of record as the last will of
M. VELMA PAULUS A/K/ A MARTHA VELMA PAULUS
and Letters TESTAMENTARY
are hereby granted to CREEDIN STONER AND DENNIS MATTHEWS
W)J}(~/. !t1.tM(114 ./~d.~~~,/Ji1Pf/bl
Jl.tgi~ter of Wills
FEES
Probate, Letters, Etc. ......... $ 235.00
Short Certificates( ~ . . . . . . . . .. $ 9.00
~~nEX'.I;U.;P.4S.l.... $ 3.00
JCP $ 5.00
TOTAL _ $ 252.00
Filed .~~9~~~~. ?'" .?99.1. . . . . . . . . . . . . . . .
JOHN M. EAKIN , ESQUIRE 06351
ATTORNEY (SUJl. CL Ln. No.)
MARKET SQUARE BUILDING, MECHANICSBURG, PA
ADDRESS 17055
717-766-3172
PHONE
MAILED TO ATTORNEY DECEMBER 3, 2001
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21-01-1098
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
John M. Eakin and J. Michael Eakin
aodiQ!ik
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that t"hpy pre present and saw
M. Velma Paulus a/k/a Martha Velma Paulus
the testat riv , sign the same and that t"hpy signed as a witness at the
request of testat r; v in h pr presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Register
(\ " rC~
\;r;)~ h~ " Li{//LJ:~
( ) (Name)
Market Square Building, Mechanicsburg,
d~~Aj/fr!;;~4^ ~
PA 17055
Sworn to or affirmed and subscribed before
me this ?Qrh day of
/~~r -c ~ v 19-1QQ!
PA 17055
,~""..
(each) a subscriber hereto, (each) being duly qualified accordi~s.,.to law, depose(s) and say(s) that
familiar with the signatur,e''6f
,.. codicil
testat_ of (one of the subscribing witnesses to) the will presented herewith and
, codicil
that believes the signature on the will is in the handwriting of
to the best of
knowledge and belief.
Sworn to or affirmed and subscribed before
me this day of
19_
(Name)
./
(Address)
Register
(Name)
(Address)
H105 112 REV 8/88
i"EE FOR THIS
CERTIFICATE $200)
WARNING: IT IS IllEGAL TO ALTER THIS COPY OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF HEALTH VITAL RECORDS
lOCAL REGISTRAR'S CERTIFICATION OF DEATH
CERT. NO. T 4 9 9 7 519
November 20, 2001
Date of Issue of This Certification
Name of Decedent
Martha Velma Paulus
First
Middle
Last
Sex
Fpm;i 1 p- _ Social Security No.
182-22-8336
Date of Death
November 19, 2001
Date of Birth
No"':~mhpr Q, ] 910Birthplace
Cumberland Co.. PA
Place of Death
M;innr Car~ H~alth Services Cumberland Co. S. Middleton Twp.
Facility Name County City. Borough or Township
Pennsylvania
Race
Armed Forces? (Yes or No)
No
Whi t~ Occupation - Cook
Decedent's
Wi nnlJPr) Mailing Address
Marital Status
Number
1041 York Rd. Dillsburg, PA 17019
Street
City or Town
State
Informant Dennts E. Matthews. Sr. Funeral Director Scott D. Brenneman, F.D.
Name and Address of
Funeral Establishment COCKT. TN FUNERAL HOME. INC. Di llsbur~. PA 17019
Part I:
Immediate Cause
Interval Between
Onset and Death
(a) Cardiac Arrest
(b) Pancreatic Cancer
(c)
Part II:
(d)
Other Significant Conditions
Manner of Death
Natural g:x
Accident D
Suicide D
Describe how injury occurred:
Homicide
Pending Investigation
Could not be Determined
D
D
D
Name and Title of Certfier
H Fineburg. M.D.
(M.D.,. D.O., Coroner, M.E.)
Address
481Q F. Trindl~ Rd. Mechancisburg. PA 17055
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 for~arded to the
State Vital Records Office for permanent filing. ~' ~ .,p / .
~T~
67608
Local Registrar of Vital Records
District No
Noupm~~r 19, 2001
Date Rpcelved by Loca eglstrar
153 LORan Rd. Dillsburg, Pa 17019
Street Addcess City. Borougll, Township
E-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a}
Name of Decedent:
M. Velma Paulus
Date of Death:
November 19, 2001
Will No.
1 098 ,;.' F 7:'" l; ;
Admin. No.
To the Regisler:
I certify that notice of beneficial interest required by
Hule 5.6(a) of the Orphans' Court Hules was served on or mailed to
the following beneficiaries of the above-captioned estate on
December 14, 2001 :
Name Address
t'rank Stoner, Sr. 277 Stoner Road Mechanicsburg, PA 17055
Anna Stoner, 105 East Allen Street, Mechanicsburg, PA 17055
Dorothea Baumbach, 20 Beaver Street Apt. 118, Dillsburg, PA 17019
Clara Shettel, 940 Walnut Bottom Road, Carlisle, PA 17013
Larry Stoner, 505 Sharon Avenue, Mechanicsburg, PA 17055
Marlin Stoner. 1371 Zimmerman Road, Carlisle, PA 17013
Judy Wertz, 139 Wyndham Way, Harrisburg, PA 17105
Leslie Strausser, 129 West Harrisburg Street, Dillsburg, PA 17019
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except NONE
Date! December 14, 2001
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Signature .'(J
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Name
John M. Eakin
Address Market SQuare Building
Mechanicsburg, FA 17055
Telephone(717) 766-3172
Capacity:
Personal Representative
x
Counsel for personal
representative
REV-346 EX (8-92) ~~
PA DEPARTMENT OF REVENUE ~
ESTATE INFORMATION SHEET
FOR REGISTER'S OFFICE USE ONLY
County Code Year File Number
21
01
1098
DECEDENT INFORMATION: Enter data as it will appear on all documents submitted to the department.
Name (Last) (First) (Middle)
Paulus M., .. Velma
Decedent's Social Security Number Date of Death Date of Birth
182-22~8336 I 19 Nov 2001 9 Nov1910
1
TYPE FILING: Enter check (.....) mark to indicate the nature of the return to be filed with the department.
~ Probate Return
DJoint Assets Only
D Estate Tax Only
D Litigation Purposes (No Other Assets)
LETTERS GRANTED.. Enter check (.....) mark to indicate the nature of the proceedings at the Register of Wills
Office. (Attach additional sheets If explanation Is necessary.)
Ii] Testamentary
D Administration
D No Letters
D ~ther (Please Explain)
ATTORNEY ICORRESPONDENT
INFORMATION:
Enter all data concerning the attorney or other individual to receive all
tax Information and correspondence.
Name (Last) (First) (Middle) Supreme Court 1.0. I
Eakin John M. 06351
Street Address
Market Square Building
City State Zip Code Telephone Number
Mechanicsburg PA 17055 717-766-3172
PERSONAL REPRESENTATIVE
INFORMATION:
Executorl Administrator
Enter all data concerning the personal representative(s) of the estate
authorized by the Register of Wills
- -
Name (Last) (First) (Middle) Social Security Number
Stoner Creed in 194-281-7703
I
Street Address -.
-
506 East Marble Street
City State Zip Code Telephone Number
Mechanicsburg -... - PA 17055 717-766-3172 -.-
Co-Executorl Administrator
-- -----
Name (Last) (First) (Middle) Social Security Number
Matthews Dennis 173 I 38 1 7369
Street Address -
113 Woodlawri Lane:
City State Zip Code Telephone Number
Carlisle PA 17013 717-691-3281
Co-Executorl Administrator
Name (Last) (First) (Middle) Social Security Number
I I
Street Address
City State Zip Code Telephone Number
IPr.paredBY~ m - tl-,
IDal.
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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
EAKIN JOHN M
MARKET SQUARE BUILDING
MECHANICSBURG, PA 17055
______u fold
ESTATE INFORMATION: SSN: 182-22-8336
FILE NUMBER: 2101-1098
DECEDENT NAME: PAULUS M VELMA
DA TE OF PAYMENT: 05/31/2002
POSTMARK DATE: 0010010000
COUNTY: CUMBERLAND
DATE OF DEATH: 11/19/2001
NO. CD 001237
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $14,482.29
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TOTAL AMOUNT PAID:
REMARKS: DENNIS E MATTHEWS
C/O JOHN M EAKIN ESQUIRE
CHECK# NONE
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
$14,482.29
MARY C. LEWIS
REGISTER OF WILLS
/~-~A/-/O
~ BUREAU OF INDIVIDUAL TAXES
~ INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
REY-1547 EX AFP (01-02)
07-08-2002
PAULUS
11-19-2001
21 01-1098
CUMBERLAND
101
DATE
ESTATE OF
DATE OF DEATH
I"" . ,< -fILE NUMBER
; "I J! COUNTY
ACN
v
MARTHA
.O,Z JUL-O
JOHN MEAKIN
1 W MAIN ST
MECHANICSBURG
Allount Rellitted
PA 1704s'~l038
....\ I ;
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 ~
RE-\j:is4j-i'X--AFP--fiff:02i--NO'fici--OF-YNHiifiTiNCE-i"-A;rAPPRA-isii'-ENT~--Aii-owiNcE-o-R-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PAULUS MARTHA V FILE NO. 21 01-1098 ACN 101 DATE 07-08-2002
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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
95.000.00
.00
.00
.00
7.995.00
10.487.55
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this forll with your
tax paYllent.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
113,482.64
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage 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
14,950.74
(9)
(10)
1.983.31
(11)
(12)
(13)
(14)
16.934 05
96,548.59
.00
96,548.59
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
.00 X 045 = .00
.00 X 12 = .00
96,548.59 X 15 = 14,482.29
(19)= 14,482.29
I "' I II..." I I'CI::l;t:.~r I (+) AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
05-31-2002 CDOO1237 .00 14,482.29
TOTAL TAX CREDIT 14,482.29
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
vi
oft
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Velma M. Paulus
Date of Death: November 19, 2001
Will No.: 21-01-1098
Admin. No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes IXl 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 representative file a final account with the Court?
Yes No fil
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 [Xl 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~ort.
Date: 15/"/0:> _~
Sign e
John M. Eakin
Name
...~=~,'
M:lrkpf" ~qll:::trp Rll; 1 rH ng, MeC'l:!i'tdcsburg, PA 1705
Address
(717) 766-3172
Telephone No.
Capacity: 0 Personal Representative
[il Counsel for personal representative
\,
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENTS NAME (LAST, FIRST. AND MIDDLE INITIAL)
DATE OF DEATH (MM D~~~~~;lS~---Yel] DATE OFBliHH (MM DO-YEAR) - -- -----
11/19/01 8/11/10
- --- - - ~ --- - - --
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST, AND MIDD[ E INITIAL)
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Q 1. Original Return
o 4. Limiled Estate
[i] 6. Decedent Died Testate (Atl~(h copy afWill)
o 9. Litigation Proceeds Received
[J 2. Supplemental Return
o 4a. Future Interest Compromise (rlal~ of dea!h ~fler 12-12-82)
[] 7. Decedent Maintained a Living Trust (AltachooPYQfTrust)
D 10. Spousal Poverty CredillrlAIPoldeath b€lweell 12.31-91 and 1-1-95)
OfTICI^'. USF OtHY
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FILE NUMBER
LL-,Q...l
COUNTY CODE Y~AR
L(L,L!L
NUMBER
SOCIAL SECURITY NUMBER
l'lR._. ?7 R n q R
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (dale 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) (Mlach Sch 0)
11-/1$ $ OriON MUST as COMPLETED. ALL CORRESPONDeNCe All CON~11l N
NAME COMPLETE MAILING ADDRESS
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John M. Eakin
FIRM NAME (lr Applicable)
TELEPHONE NUMBER
717-766-3172
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)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total lines 1-7)
1 West Main Street
Mechanicsburg, PA 17055
(1) 9..5JOOO . 00 OFFiCIAL USE ONLY
-- ;:~
(2) - d
"
(3)
(4)
(5) 7,9915.00 t_.d
(6) 10,487.55
--
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(7) I'-,J
(8) 111 4R7 li4
(9) 14,950.74
(10) 1. 983. 31
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & liens (Schedule I)
11. Total Deductfons (Iotal Lines 9 & 10)
12. Net Value of Estate (line 8 minus line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has nol been
made (Schedule J)
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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 lax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of line 14 taxable at lineal rate
17. Amoun! of line 14 taxable at sibling rate
18. Amollnt of line 14laxable at collateral rate
19 Tax Due
20.0
x.O___
x.O~
x 12
96.54R.59
x .15
":.\",:, '.',-;.t
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
",<' >>S
ER ALL' UEts
(11)
(12)
(13)
16,934.05
9li.~4fl.~q
(14)
(15)___
(16)
(17)
(18)
_ 1,4.482.29
(19)
.f:,,;' "h\,')1._,~,~:-" :'It-H:, " -:':~~;:~
Decedent's Complete Address:
STREET ADDRESS
1041 York Road
---"---_._-------,..~_.----
I STATE
PA
CITY
Dillsbur"
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C, Discount
(1)
Total Credits (A + B + C ) (2)
3. InteresUPenalty if applicable
D.lnterest
E. Penally
(3)
(4)
(5)
(5A)
TotallnteresUPenally ( D + E )
4. If Line 2 is greater Ihan Line 1 + Line 3, enter the difference. This is Ihe OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
I ZIP
17019
14.482.2Q
5. If line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the lax due.
B. Enler the total of Line 5 + 5A. This is the BALANCE DUE.
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;.. .
b. retain the right to designate who shall use the property transferred or ils income;..
c. retain a reversionary interest; or....... ,
d. receive the promise for life of either payments, benefits or care? .. ..................................
2. If death occurred after December 12, 1982, did decedent transfer property wilhin one year of death
without receiving adequate consideration? .
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.. .
4. Did decedent own an Individual Retirement Account, annuity, or oU10r non-probate property which
contains a beneficiary designation? .
Ves
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14,482.29
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETUR~
. strue.correclal"ldcamplete
~~~~~..,,~t'l!"I'.,H~'~~'",~' ,..<r 'e:i)i!j~~~~r.~mfI1I "',
For dates of death on or after July 1,1994 and before January 1,1995, the lax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. ~9118 (a) (1.1) Ii)}.
For dates of death on or after Janw'lry 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)
The statute does not exemm a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable ev'
the surviving spouse is the only beneficiary.
For dales of dealh 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 p8
or a slepparenl of the child is 0% [72 P 'i ~9116Ia)(1.2)J.
The tax ralr, imposed on the net val"e 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 PS. ~9116(a)(1)]
The tax rale imposed on the net value of transfers to or for the use of the decedent's siblings ;s 12% (72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, Ci
individual who has at least one parent in common with the decedent, whether by blood or adoption.
ADDRESS
S26E /lJEtr/'/[ s1
SIGNATURE OF PREPARE T
^ /705
ADDRESS
~I
~
<"""",.,,""'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
FILE NUMBER
Paulus M. Velma 21-01-1098
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged
between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with
right of
survivorshiD must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
House & Lot,
Sold May 29,
ment sheet
Monroe Township,
2002, Sale Price
1041 York Road, Dillsburg, PA,
Reported. See attached settle-
95,000.00
TOTAL (Also enteron line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
95,000.00
! I FhA 21lFMI1A
~. i I Vi-. S (ICONV INS
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:Ja~frQY M. CUpkQ , Cr~editl Stonet:" ", "J Cl,)mrr.e~cc i3ank
Denn,is Mo.tthe""Ii, Ex. of ,
Estate. of. M. velI:a Pa~ll!l:~!
MAY"2~-2002
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WM. O. SCHRACK, III
111~\""Q
tnlllJl<I,1
ATTORNEY AT LAW
124 Wesl Harribburg Street
P.O. Box 310
Olllsburg, PA 17019
Phon" (717) 432.9733 Fax (717) 432-1053
G TYPE or LOAN
i
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ank
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II
APPRAISAL CERTIFICATION
I hereby certifY that upon application for valuation by:
THE ESTATE OF M. VELMA PAULUS
the undersigned personally inspected the following described property:
All that certain piece or parcel of land situate in the Township of Monroe, Cumberland
County, Pennsylvania, bounded and described as follows:
Beginning at a lime stone in the Carlisle Road, comer or lands now or formerly of
Sheaffer and Mrs. James Floyd; thence by the lands now or formerly of Virgie Becker, south
52.5 degrees west .75 ofa perch to a lime stone on the southwest side of the Carlisle Road;
thence by the same south 37.25 degrees west 16.1 perches to a lime stone in the mountain road;
thence by the lands now or formerly of Virgie Becker, and lands now or formerly of Bruce
Arnold, south 47.75 degrees east 19 perches to a lime stone in the middle of said mountain
road; thence by lands of which this tract was one time a part north 37.25 degrees east 20.7
perches to a lime stone in the middle of the aforesaid Carlisle Road; thence along the middle of
same by the lands now or formerly of Mrs. James Floyd north 60 degrees west 19.2 perches to
the place of beginning. Containing 2 acres and 37 perches, neat measure.
To the best of my knowledge and belief the statements contained in this report are true
and correct, and that neither the employment to make this appraisal nor the compensation is
contingent upon the value reported, and that in my opinion the Market Value as of November
19,2001 is:
II
.
.
.
.
.
.
.
NINETY-FIVE THOUSAND DOLLARS
$95,000
The property was appraised as a whole, subject to the contingent and limiting conditions
outlined herein.
~
La E. Foote
Certified General Appraiser
GA-000014-L
3
REV-1508 EX'(1_S71
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
Paulus, M. Velma
21-01-1098
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
450.00
1978 AMC Concord, Sale Price reported
2.
Sentinel, subscription cancellation
39.26
3.
Proceeds of Public Sale of Personal Property
Gross Receipts *8 ,868.25
Costs & Advertising $1,535.25
7,333.00
4.
Blue Cross, Blue Shield, Premium Refund
172.83
TOTAL (Also enter on line 5, Recapitulation) $ 7,995.09
(If more space is needed, insert additional sheets of the same size)
''''''''''','',9".
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTL Y.OWNED PROPERTY
ESTATE OF
FILE NUMBER
Paulus. M. Velma
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
21-01-1098
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. Dennis E. Matthews
113 Woodlawn Lane
Carlisle, PA 17013
Nephew
B.
c.
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 idenbfying number. Attach DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT deed for jointly-held realeslale VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1- A. 4/5/97 PNC certificate of deposit 3100082702 12,584.00 50% 6,292.00
2. A. /14/91 PNC Checking account 5070094172 346.69 50% 173.35
3. A. ~/ 14/91 PNC Savings account 5030089352 8,044.40 50% 4,022.20
TOTAL (Also enter on line 6, Recapitulation) $ 10,487.55_
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX-+ (12-99) "
~&
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
Paulus, M. Velma
21-01-1098
ITEM
NUMBER DESCRIPTION AMOUNT
A FUNERAL EXPENSES:
1. Cocklin Funeral Home 7,468.18
B ADMINISTRATIVE COSTS:
1 Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City ______ -- -- - -- -- - ------ - State _Zip
Year(s) Commission Paid:
2 Attorney Fees 4,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City --------__________________State __._Zip
Relationship 01 Claimant to Decedent
4. Probate Fees 252.00
5. ~'..Ea.i.. Filing Fees 15.00
6. Tax Return Preparer's Fees
7. Diversified Appraisals, Real Estate Appraisal 250.00
8. Cost of selling real estate (see attached)
1% Transfer Tax~ 950.00
Yeingst Exterminating - termite inspection - $45.00
Culligan Water Condo Co. - Water purifier - $610.56
Peck Septic Services - septic system repairs -$875.00 2,480.56
TOTAL (Also enter on line 9, Recapitulation) $ 14,950.74
Debts of decedent must be reported on Schedule I.
(If more space is needed, insert additional sheets of the same size)
----
FlEV ISIHX. 11-911 __ ~
I~'i(ii>~'
-.f~~
COM~.10NWEALTH OF PENNSYLVNjlA
INHERIT ANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
ESTATE OF
___--.!'a~lus, M. Velma
FILE NUMBER
21-01-1098
Include unreimbursed medical expense!>.
ITEM
NUMBER
DESCRIPTlOlj
AMOUNT
David Stoner, Painting Bill
276.00
2.
In Home Care, Book Account
306.00
3.
A Shields, Lawn Care
100.00
4.
GPU Energy, Electric Bill
25.94
5.
Shillito Oil Co., Fuel Oil Bill
163.23
6.
Belvedere Medical Corp., Medical Bill
78.00
7.
Yellow Breeches E.M.S., Ambulance
67.35
8.
Manor Care, Nursing Home
702.00
9.
Verizon, Telephone Bill
11.17
10.
Wastemanagement, Refuse Collection Bill
32.82
11.
State Farm Insurance, Fire Insurance Premium
163.46
12.
Peterman Equipment Co., Tractor repair
57.34
TOTAL (Also enter on line 10, Recapitulation) $
1 9~3.3].
(If more space is needed, insert additional sheets of the sarne size)
"'''"''''''''.,,'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
Paulus, M, Velma
21-01-1098
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. Leslie Strausser none $1,500.00 Bequeath
2. Creedon Stoner nephew 1/2 Residue
3. Dennis Matthews nephew 1/2 Residue
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A SPOUSAL DISTRIBUTtONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART I1- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
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LAST HILL AND TESTAlI!':~:r_ Q!,~I,_YELMA_PA!1h!1!'.
I, M. VELNA PAULUS, of the Township of Honroe, County
of Cumberland and State of Pennsylvania, betng of sound and
disposing mind, memory and understanding, do make, publish
and declare this my Last Hill and Testament, hereby revoking
and making void any and all prior {Hlls hy me at any time
1.
heretofore made.
I dIrect the payment of all my just debts and funeral
expenses as soon after my decease as the same can conven-
ientIy be done.
2,
All the rest, residue and remainder of my estate, real,
personal and mixed, of whatsoever nature and wheresoever
situate, I give, devise and bequeath to my husband, D. CLARENCE
PAULUS, absolutely and in fee simple.
3.
In the event my husband should predecease me or die within
thirty (30) days of my death, Lhen r give, devise and bequeath
the rest, residue and remainder of n~ estate as follows:
a.) In the event my net estate for distribution is
Forty-thousand ($L~O,OOO.OO) Dollars or more, I give and bequeath
the sum of One Thousand Five Hundred ($1,500.00) Dollars to my
friend, LESLIE STRAUSSER, of Dillsburg, Pennsylvania, but in
the event my net estate for dl.sLrihuLiOIl is less than Forty-
thousand ($L~O, 000.00) Dollars, this gift shall lapse.
b.) One-half of the net residue to my nephe\v, CREEDIN
STONER, and in the event he should predecease me the gift shall
-I.
,.
not lapse but shall go to Ilis i.ssue.
C.) One-half of the net residue to my nephew, DENNIS
MATTHEWS, and in the event he should predecease me the gift
shall not lapse but shall go to Ili.s issue.
If.
I nomtnate, constitute and appoint my husband, D. CLARENCE
PAULUS, to be the Executor of this my Last Wi 11 anu Testament,
and in the event he should be untvil.ling or unable for any
reason to Be t a s such, I 110mina ta, cons t 1. tute and appain t my
nephew. CREEDIN STONER and DENNl S HAT'J'IIEl-1S. or the survi. vor
of them, Executors of this my Last tJill and Testament in his
place and stead.
IN WITNESS 'AlIEREOF, I have hereunto set my hand and seal
this J?&/I day of September, 1983.
IlLL']ltk'{"LL~l_~_~._____(SEAL
H. VeJ.rna Pau us
Signed, sealed, published and declared by the above named,
H. VELttA PAULUS, as and for her La s t Hi 11 and Tes tament, in the
presence of us who have subscribed our names hereto as
witnesses, at the request of said testatrix, in Iler presence
and in tIle presence of each other.
rl'YJ.. t:L
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