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HomeMy WebLinkAbout01-1100 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of Marqaret Wiedman also known as Margaret M. Wiedman No. .;1./- C!/- 1100 To: Deceased. Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania Social Security No. 107-05-2287 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, appl ies for letters of administration on the estate of (d.b.n.; pendente lite; durante absentia; durante minoritate) the above decedent. Decendent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 2A Richland Lane, Camp Hill, PA 17011. (list street, number and municipality) Decendent, then 89 years of age, died Auqust 31 at Lower Marion Township, Montgomery County, pp-nn~yl Wini rl , 19 2001 Decendent at death owned property with estimated values as folllows: (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: 50,000.00 $ $ $ $ Petitioner_ after a proper search h~ ascertairied that decedent left no will and was survived by the following spouse (if any) and heirs: Name Relationship Residence Cath Wiedman Gear e J. Wiedman son , PA 10983 town, PA 17011 THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the appropriate form to the undersigned. ~~'d~ '" ~ OJ U " OJ ~3 OJ ... p::OJ " -00 1::0;::: ro"O ~OJ ~o.. OJ'- 50 os " bO Cii r 1- Zl:I-u- /2. OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } ss 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 representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this l& day of ~ 200~ ~ --::-t)"", ~~\ ~. ,.,~~ ...p.- . ~ egister J~J.'~~ I l c:i w """' '" '-' Q) '""-' .::1J~.( < .....,.: ,....~. Sli. Vi ...J'." . .- ijL' :J --. ~, ,.1 ( ( c: " I ...... No. ~I- 01 - 1100 Estate of Margaret Wiedm;m C) -. '-' , Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW "'" \. . ~Q c:L- . 192illll.., in consideration of the petition on the reverse side hereof, s sfactory proof having been presented before me, IT IS DECREED that George J. Wiedman is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration are hereby granted to George J _ Wi enm;ln in the estate of Margaret Wi enm;ln FEES Letters of Administration ..... $ ~. tJO Short Certificates( ).......... $ .00 Renunciation ................ $ S . ob ~<!.P $ 10. oD TOTAL _ $ <::tea' . 00 Filed ~:~ 2..-. ,z..~~. . . ... A.D. i$-_ ~-to~ 7 -.::L - 03 \) William C. Dissinger (27737) ATTORNEY (Sup. Ct. I.D. No.) 28 North 32nd St., Camp Hill, PA 17011 ADDRESS (717) 975-2840 PHONE ~5!24/2~a3 12:52 7177513977 BIBLE BAPTIST SCHOOL PAG::: J2 Register of Wills of CuniJerlarrl County, Pennsylvania RENUNCIATION Eltate of !,,-~.......f- Wi frlM.n *., known _ Marclaret M. Wiedman No. 62. 1- 0 I - 1/ 00 -' Oec"led Th, undettiontd, 01 daughter IRllatlonlnip) (C'l=*ity) the 1Ibov. O~'"lt htlr.by renounce(a) the right to adminiltM thl ..tat. ."d re.pectfully reqllm(l) tht& l.ttll'!l b11IsIUtld to ~ J. Wi~ WfTNESS /J If I<- hInd thll p7 r Hz- day of ~7W'N I!- .,. 2003 . 1/(,!l1Ja1#P' z{ J f;d;!u,;:L _ ~ natu) '/ 175 Juniper Road, HavertaNn, PA 19063 (Addr.ss) (Signature) (Add,..,) (Slgn.ture) (Addr..s) Sworn to or aH!rmtd and aubl!lcrtMd bit or. m. this Renunciation' IlltcOtld outside the Ortlc. ot Register of Wills in some count!.. a,. requited to be not. rind. F'Dm1 tIRW-4 ~ " Itw ".nnllFivwli. &., AModdan 1911' Notarial Seal 1 00naId S. Lawless, NotaJy Public Haverford Twp., Delaware County My Commission Expires Nov. 10, 2005 Member, Pennsylvania AssocIation Of Notaries- i 111' is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as I J)(;;\ Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. \\\\;.i(~\w'orpl,t----~_ l~~4'J'.--," ~ ~y- -~..- '\; ~'- ~~ ~~,..:::.-:. ~~/.', . \,..~ Sc=l " -- - \~~ ~ c....1\' -.f.r.-, /.:b~ \ ~\~ <.~.~ \:l ~~~_//~\l .......:?lMENi \)\ 't-~III\ 'i'''''~i''///#''/'''IJI",111 Fee for this certificate, $2.00 P 7525568 Date 43 Rev 2187 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH NAME OF OECEoe TtF'rst. MIddle. ..A511 1 We, '1M'Jc\' rt. f SlATE ~ILE NU..BEA SOCIAL SECuRITY NUMBER ,. Lco I AGE (laSl BlfttoCayl UNDER 1 YEAR Months Days g':;lfyl 0 ..~g COUNTY OF DEATH (Y\c ",1. .... .........,. ..... cityl!xlft). _sc 7.001 20. I AppIoxima'e : inlenW beCWftn I 0nMC anlii dMlh ! I ,,-..'1".. ! I t'oCM ~h PART U: I : L WERE AUTOPSY FINOtHGS A......LABLE PRIOR 10 COMPLETION ~ CAUSE OF DEArH? DUE 10 (OR AS A CONSEOUENCE Of): WANNER OF DEATH DATE Of INJURY (Men"'. Day, 'teat) TIME OF INJURY INJURY IiI WORK? OESCRt8E HON INJURY OCCURRED. NoW v.. D No~ - Suicide P~lnVftligation D D o PlACE OF INJURY. At t'IorrotI. tafm...... t~. offal .... DuidnQ. -" lSpeciIv) _. ,.. D NoD Hal.... ~ D o Homicidll CoukI not blI determlO4td <-co I a.. 2Ib. CERTIFIER ,Cf'ec:k oniy one-l "CERTWYlNG PHYSICiAN (PhYSlCl3f\ Cefbfylng ca....se at oeattl wtlilitf' anolt1.8I' ptl'l$lCo&n has prO/'lOUl"lC8d de.ilttl ana compleled Hem 23) Ta....... at mv kno...... death occuned dulllO"'" cau"'.).nd manner.. .~. . . 20. "PRONOUNCING AND CERTIFYING PHYSK:IAH (PhysICian tlOlt1 ~~uocll'\Q oealh and cendytng 10 ~1JSe Of aNIi'll To the ~t of my kno...ledge. de.th occ:"'"" .1.... u.n.. d.... and p&.c:...nd cau.1O the e.......) and manner.. alSteet. "MEDICAL EXAMINER/CORONER On the b..i. ot ellsmln.tlon andlor Inveatlg.tion. in my opinion, death occurred 8' the time. da.e, .nd place. and due to the cau..(s) snd menn.r.. a.ated.. ................. 31.. REGISTRAR"S . ~_1"'r:x+\..oa) ~ \ , REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE C}N.J..Y FJ - ,;} </- / of.v I /r FILE NUMBER 21 01 COUNTY CODE YEAR SOCIAL SECURITY NUMBER 107-05-2287 COMMO~ TH OF PENNSYLVANIA DEPARTMENT OF REVENUE OEPT.28OE101 HARRISBURG. PA 17128-0601 DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) WIEDMAN, MARGARET M Ila 0 NUMBER ... Z W Q W " W Q :THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 12/13/1912 08/31/200 I REGISTER OF WILLS SOCiAl SECURITY NUMBER (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) . ,. Original Return [] 2. Supplemental Return ~ [] 4. Limited Estate [] 48. Future Interest Compromise (dale of death ~~~ afler12-12-82) fdlLg [] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach ::r::i...l ,,~.. of'vVill) copy of Trust) ~ [] 9. litigation Proceeds Received [] 10. Spousal Poverty Credit (dale of death between ~ 12..31.91 and 1.1.95) Demain er eum aeo ea prior 10 12.13--H2) o Federal Estate Tax Return Required o Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) .... u>z Ww ~Q QZ u2 MPlETE MAILING ADDRESS George Wiedman IRM NAME (If applicable) 304 West Main street 'Shiremanstown PA 17011 rElEPHONE NUMBER I ,211..:-.16 '3-0266 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) OFFICIAL USE ONLY (1) (2) (3) (4) (5) (6) (7) None" r; ~:~' None ",.. None s :0 (!l n ~~ 1"::.1 3. Closely Held Corporation, Partnership or Sole-Proprietorship c::> cJ I W 1:'.0, Z o F :l F! ~ 1l W a: 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Scheduie E) 6. Jointly Owned Property (Schedule F) [] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assels (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 7,485.00 None None ., (I"~ ~".> 37,447.85. None \.D ~,,') () '"' (8) 37,447.85 (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) (11) 7,485.00 29,962.85 12. Net Value of Estate (Line 8 minus Line 11) (12) 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) (13) (14) 29,962.85 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) Z 16.Amount of Line 14 taxable at lineal rate 29,962.85 x .045 (16) Q ~ " 17.Amount of Line 14 taxable at sibling rate .12 (17) ~ x " Q " g 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) 1,348.33 1,348.33 20. [] CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6,00) / 7.;< '-/ - fd.. ~~/-Cl-llc(J Decedent's Complete Address: "' . ",TREET ADDRESS 304 WEST MAIN STREET CITY SHIRESMANTOWN I STATE PA IZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 1,348.33 67.42 Total Credits (A + B + C) (2) 67.42 3. InteresVPenalty if applicable D. Interest E. Penalty (3) 0.00 (4) (5) 1,280.91 (SA) (5B) 1,280.91 TotallnterestJPenalty (0 + E) 4. If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT 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;............................................................................. 0 181 b. retain the right to designate who shall use the property transferred or its income;................................ 0 I8l c. retain a reversionary interest; or............................................................................................................ 0 181 d. receive the promise for life of either payments, benefits or care?...................................m..............m... 0 181 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.................... ... ................... ... ................... ... ... ........... 0 1m 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?..... 0 181 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?...................................................... ............ .. ........... 0 181 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules end statements, end to the best of my knowledge end belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all infonnation of which preparer has any knowledga. SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN ADDRESS ~NAIUR.O~~~~~~- AUUR." DATE \Ifl-IJoI LJAI~ S~R~R.PR.s.NIArrv. AUUKt:~~ UAI~ 4909 Louise Drive, Suite 104 Mechanicsburg, Pl\ 17055 Ii {'2-.,/.. I 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. S9116 (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 return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. S9116 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. S9116 (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. . " COMMONlNEAl TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY I FILE NUMBER 21-01- 1100 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. ESTATE OF WIEDMAN, MARGARET M SURVIVING JOINT TENANT(S) NAME A GEORGE J. WIEDMAN ADDRESS RELATIONSHIP TO DECEDENT 304 WEST MAIN STREET SHlRESMANTOWN, PA 17011 Mother JOINTLY OWNED PROPERTY: ITEM LETTER DATE I.. '''UN U, IT DATE OF DEATH %OF DATE OF DEATH FOR JOINT MADE Include name of financial institution and bank account number DECO'S VALUE OF NUMBER TENANT JOINT or similar identifying number. Attach deed for jointly-held real VALUE OF ASSET INTEREST DECEDENT'S INTEREST estate. I A 04/14/200 I SUSQUEHANNA V ALLEY FEDERAL CREDIT 312.53 50% 156.27 UNION, SHARE SAVINGS #12559 2 A 04/14/200 I SUSQUEHANNA V ALLEY FEDERAL CREDIT 797.92 50% 398.96 UNION, CHECKING #12559 3 A 04/16/2001 SUSQUEHANNA V ALLEY FEDERAL CREDIT 5,092.53 50% 2,546.27 UNION, CD #12559 4 A 11/24/1999 WA YPOINT BANK, CD #3000014725 60,308.22 50% 30,154.11 5 A 11/24/1999 W A YPOINT BANK, CHECKING ACCOUT 8,384.49 50% 4,192.24 #3003000574 TOTAL (Also enter on line 6, Recapitulation) 37,447.85 . COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCtEDlII..E H FUNERAL EXPENSES & ADI\IIN1STRA11VE COSTS -. ESTATE OF WIEDMAN, MARGARET M I FILE NUMBER 21-01-1100 Debts of decedent must be reported on Schedule I. ITEM -- NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: I FUNERAL EXPENSES 5,968.00 2 CHURCH AND MINISTER 269.00 3 TOMBSTONE 330.00 4 FINAL MEDICAL EXPENSE 123.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State Zip - Year(s) Commission paid 2. Attorney's Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 5. I Accountant's Fees STEVEN M. ZEIGLER, PC 795.00 4909 LOUISE DRIVE, SUITE 104, MECHANICSBURG PA 6. Tax Return Preparer's Fees 7. Other Administrative Costs I TOTAL (Also enter on line 9, Recapitulation) 7,485.00 c PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER RULE 6.12 Name of Decedent: MARGARET M. WIEDMAN Date of Death: AUGUST 31, 2001 Estate No.: ~OOI- 1100 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 X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: (date) 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 X B. The separate Orphans' Court No. (if any) for the personal representative's account is: (Not Applicable in Dauphin County) C. Did the personal representative state an account informally to the parties in interest? Yes X No D. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. -~1~/- Signature Date: NOV. 16,2001 1'"4 N 0\ c::::r: STEVEN M. ZEIGLER l"i I c...J CJ '.J I,,,,,. :.) ... .6 1= >= J) = .".... ...,Ii ~.)c Name (Please type or print) 4909 LOUISE DR, STE 104, MECHANICSBURG P A Q iDe 1Ua: ex: Afldress 717-697-7333 p (MAH:rmt/AM3) Telephone No. Capacity: Personal Representative X Counsel for Personal Representative R.W. - 58 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 GEORGE J WIEDMAN 304 WEST MAIN STREET SHIREMANSTOWN, PA 17011 nn_n_ fold ESTATE INFORMATION: SSN: 107-05-2287 FILE NUMBER: 21 - 200 1 - 1100 DECEDENT NAME: WIEDMAN MARGARET M DATE OF PAYMENT: 12/03/2001 POSTMARK DATE: 11/27/2001 COUNTY: CUMBERLAND DATE OF DEATH: 08/31/2001 NO. CD 000588 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,280.91 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: GEORGE J WIEDMAN CHECK#166 SEAL INITIALS: CW RECEIVED BY: $1,280.91 MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS ,. ...- o , " CJ\ (I) ~. "~ ,'......,' ?::~ '- i""') , C-) c::J 'C., l:~ .,":) 0'" o <6' ~a: ,- p <~.~ ..~:. ').:: ...-).l ::: . oJ I" "\1".... ~'~ ~ ru g <0 ~ ru CI :l CI [J'"' ...D ~ I"- -- CI -- CI ~ CI WI CI =1 CI rn LO M CI CI CI I"- </) </)~~'~. , ~~~~[::j[::j ~~~~[::jN ~ </)~~N[::j </)~~~[::j[::j - ~~~~NN s::: ~</)~~[::j[::j ~ ~~~~~~ s::: == ~~~~[::jN 0 ~~~~N[::j \..) </)</) ~NN \..) </)</)~~NN :.... "< </) </) NN ~ ~~~~[::j[::j -.. \..) 6 ~</)~~NN . C() ...::: '" -.. 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It'll/I i.. \ \\\\ ~ \.\'. 1 ~ " '\ ... \ \ \ . ~ " . ';:, " I, i : ~ \\\\\\\ c.-. >1< PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE /.1-("; STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER RULE 6.12 Name of Decedent: MARGARET M. WIEDMAN Date of Death: AUGUST 31 r 2001 Estate No.: d/- 01- /106 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 X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: (date) 3. Ifthe answer to No.1 is yes, state the following: A. Did the personal representative file a final account with the court? Yes No X B. The separate Orphans' Court No. (if any) for the personal representative's account is: (Not Applicable in Dauphin County) C. Did the personal representative state an account informally to the parties in interest? Yes X No D. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. / Jh'J ) Lj ".Q- Signature Date: NOV.~"J6, 200~ ',...) rf) . =, ("-.I . '-" a: GEORGE WIEDMAN (V) ..- ',.",.' 'I.) ", 01: ':S +EJ,; Oc) (j)Q: a: c...J CI ;J.'? .' ..D i::s:: (1) ::::: Gu Name (Please type or print) 304 WEST MAIN ST SHIREMANSTOWN PA 17011 p Address 717-763-0266 (MAH:rmt/AM3) Telephone No. Capacity: X Personal Representative Counsel for Personal Representative R.W. - 58 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent MARGARET M. WIEDMAN Date of Death: AUGUST 31, 2001 Will No. N/A Adm. 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 NOV. 16,2001 Name Address GEORGE J. WIEDMAN 304 WEST MAIN STREET SHlREMANSTOWN PA 17011 Notice has now been given to all persons. entitled thereto under Rule 5.6a) except: NONE 1J1- v~) U ~ (Signature) , Date: NOVEMBER 16,2001 o::::t R N 15: Name: GEORGE WIEDMAN tv) - Address: 304 WEST MAIN STREET SHlREMANSTOWNPA 17011 ,:;~:':~i ".;~", o ~"::'ll UQ) IDa:: cr t..:l - o ';:J .~ ..0 - -'.:::s::: p w= Gu Telephone (717) 763-0266 Capacity: x Personal RepmseDtative Counsel for Personal Representative , \ / 7- ,::) .y - /,;;2j COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX Recu' R2:-., (DATE . 3ESTATE OF DATE OF DEATH FILE NUMBER P 1 otWNTY ACN 01-29-2002 WIEDMAN 08-31-2001 21 01-1100 CUMBERLAND 101 '02 FED-1 GEORGE WIEDMAN 304 W MAIN ST SHIREMANSTOWN PA 17011 CIs!", Cllmt.~ . *' REY-1547 EX AFP (l2-DDI MARGARET M Allount Rellitted ) CHANGED (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 .00 37,447.85 .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 ~ REV=is'4-j-EX-AFP--fi1f=ooY-NO'ficE--OF-YNHEififANCE-TAX-APPRAisEirEiNT-:--ALi-oWAifcE-oR'-------------- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WIEDMAN MARGARET M FILE NO. 21 01-1100 ACN 101 DATE 01-29-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets 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/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 7,485.00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 37,447.85 7.481i nn 29,962.85 .00 29,962.85 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. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 29,962.85 X 045 = 1,348.33 .00 X 12 = .00 .00 X 15 = .00 (19)= 1,348.33 .00 (11) (12) (13) (14) PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-27-2001 CDOO0588 67.42 1,280.91 TOTAL TAX CREDIT 1,348.33 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.) (~ :t- o CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Margaret Wiedman Date of Death: August 31, 2001 No. 2001-01100 PA No. 21-01-1100 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of th Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on Cathy Wiedman 175 Juniper Road Havertown, PA 19083 George J. Wiedman 304 W. Main Street Shiremanstown, PA 17011 Notice has been given to all persons entitled thereto under Rule 5.6(a) except NONE. Date: <VI . ~/. 3 ~l/ 3: [./ .' ..--."'.~~ :f~~- //[.. '-" . ~U William C .rs~inger L 400 South State Road Marysville, PA 17053 (717) 957-3474 Capacity: Personal Representative --X- Counsel for personal representative ,~ u~ i