HomeMy WebLinkAbout01-24-06
6EV'1500EX+I~1
w
....
,,~'"
00::"
WQ.O
J:OO
00::-'
,,-Ill
"-
..:
'....
"'Z
Ww
0::0
O::z
00
0,,-
z
o
j::
..:
....
::>
"-
::I!
o
o
~
....
IN~EE~~:N~~}~~~~~~~. _ r~~~~Q'-'~~~~~~~
~- --_._-----_..~--_. ---~~.._-~~---- ----._--.~-.-.-
SOCIAL SECURITY NUMBER
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG. PA 17128-0601
....
Z
W
o
W
o
W
o
DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL)
Devers, Dorothy A
--~~--~--~----
I DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
I 04/1 ~/2005 08/14/1 9] 5
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST. FIRST AND MIDDLE INITIAL)
REGISTER OF WILLS
.._-~-~..,--..
SOCIAL SECURITY NUMBER
] 86-05-4922
--~._'~._~-._---------------
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
181 1. Original Return
o
181
o
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after
12-12-B2)
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)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
AME COMPLETE MAILING ADDRESS
Gregory M Kerwin
o 3. Remainder Return (date of death pnor to 12-13-B2)
o
o
4. Limited Estate
5. Federal Estate Tax Return Required
6. Decedent Died Testate (Attach ccpy
of Will)
9. Litigation Proceeds Received
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
IRM NAME (If applicable)
Kerwin & Kerwin
4245 RT 209
Elizabethville, P A ] 7023-9765
ELEPHONE NUMBER
7]7/362-32]5
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
] 05,261.00 r-
I
I
I
:.~__L+~~::"-=-___,:=.. _=,
(,)
,
(1 )
(2)
(3)
..)
None
)1
r .-,~'
,I
I
:1
i
3. Closely Held Corporation, Partnership or Sole-Proprietorship
None
z
o
j::
S
::>
....
n:
..:
o
w
0::
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)
(9) ] 0,895 .93
._--~--~
(10) 2,2]8.]0
(4) None
-""''''j
(5) 2,800.00
- .------- -- .--- ------...- ----_.--------
(6) ] 7,097.55
]
1
. ~
I ) 1';
I. " ~
---- --- ---- -___ ___~~ ____J
(7) None
(8)
125,]58.55
10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
(11) ]3,] 14.03
(12) 112,044.52
12. Net Value of Estate (Line 8 minus Line 11)
113. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
- 1'~ Not V'Iu' SUbj:;E~N:~~::'~N:i:: ~:~:SE SIDE -;;0. AP~~'CABLE RATES
I 15. Amount of Line 14 taxable at the spousal tax rate, x .00
! or transfers under Sec. 9116(a)(1 .2) -----.--,,-~-- .,--
(13)
(14) ] ] 2,044.52
(15)
16.Amount of Line 14 taxable at lineal rate
x .045
(16)
17.Amount of Line 14 taxable at sibling rate
(17)
x .12
18. Amount of Line 14 taxable at collateral rate
] 12,044.52 x .15
(18) 16,806.68
19. Tax Due
(19)
16,806.68
20. 181
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
>> BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH <<
Copyright 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
pt.
. Decedent's Complete Address:
STREET ADDRESS
1301 Warwick Road
CITY
I STATE PA
TZlP 17011
Camp Hill
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
J 6,806.68
17,400.00
840.33
Total Credits (A + B + C)
(2) 18,240.33
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (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.
(3)
(4)
0.00
--_._---",""-
1,433.65
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5)
(5A)
(5B)
0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "XU IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;..................................................................... 0 IZI
~.' ~::::~ :h~e~;~~i~~:~s:~;:~es;~~. .s.h.a.I~. ~~~.t~~. ~~op.~~~ t.~~~~f~rr.e~o.r .i.ts. .i~~~~~.;.........: :.'. 8 ~
d. receive the promise for life of either payments, benefits or care? .................. ................ 0 IZI
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without 0 IV'!
receiving adequate consideration?.. ............... ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?...... 0 IZI
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?................................ ....................................... ........................ ................ 0 IZI
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 and statements. and to the best of my knowledge and belief, it is true, correct and complete. Declaration of
preparer other than the personal representative is based on all information of which p~eparer has any knowledge
ADDRESS
2\ J West Street
Williamstown, PA
--~----~-~-~-r~.1
17098 J I' t1'l
- --
".J
DATE
db
ADDRESS
DATE
ADDRESS
/-/'1 ~.~~Q(
DATE
For dates of death on or after July 1, 1994 and before January 1,
surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposE
[72 P.S. 99116 (a) (1.1) (ii)). The statute does not exempt a transf,
of assets and tiling a tax return are still applicable even if the survil
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceasec
parent, an adoptive parent, or a stepparent of the child is 0% [72 P
The tax rate imposed on the net value of transfers to or for the use
1.2) [72 P.S. 99116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use ( Yo [72 P.S. 99116 (a) (1.3)]. A sibling is defined,
under Section 9102, as an individual who has at least one parent in wlI1rnon Wltn the decedent, whether by blood or adoption.
4245 RT 209
Elizabethville, PA
i>~~~ ~~
\~.~.';{ ~
17023-9765
he net value of transfers to or for the use of the
~\(
~ "<-Iv\
to or for the use of the surviving spouse is 0%
IX, and the statutory requirements for disclosure
ary.
or younger at death to or for the use of a natural
iaries is 4.5%, except as noted in 72 P.S. 99116
. >
*'
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
I FILE NUMBER
22 - 05 -
Devers, Dorothy A
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 wimng 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 survivorship must be disclosed on
schedule F.
ITEM
NUMBER
I
VALUE AT DATE OF
DEATH
--1-.._-- ___
Premises situate at 130 I Warwick Road, Camp Hill, P A. Lower Allen Township, cumberland County, 105,261.00
PA. Deed Book L, Volume IS, Page 199. Tax Parcel 12-23-0545-312. Value based on assessed value
times the common level ratio of$94,830.00 times I. I I
DESCRIPTION
TOTAL (Also enter on Line 1, Recapitulation)
..-e-------_. ._
J 05,261.00
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I FILE NUMBER
22 - 05 -
Devers, Dorothy A
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
I
DESCRIPTION
VALUE AT DATE OF
DEATH
--_.~._---.._---
2,800.00
Household goods and personal property. Value based on appraisal attached hereto
-------------~._._--,-~--~.__.- ----
TOTAL (Also enter on Line 5, Recapitulation)
2,800.00
ESTATE OF
Devers, Dorothy A
SCHEDULE F I
JOINTLY-OWNED PROPERT~
I FILE NUMBER
22 - 05 -
._"~~~~~-_...-
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A Lois S. Butler
211 West Street
Williamstown, PA 17098
Sister-in-Law
JOINTLY OWNED PROPERTY:
-~- ------ --_...~ .---- ---------------
DESCRIPTION OF PROPERTY "10 OF DATE OF DEATH
ITEM LETTER DATE Include name of financial institution and bank account number DATE OF DEATH
FOR JOINT MADE DECD'S VALUE OF
NUMBER TENANT JOINT or similar identifying number. Attach deed for jointly-held real VALUE OF ASSET INTEREST DECEDENT'S INTEREST
estate.
~.__..__._----_.-
A 01101/1989 Checking Account #5140104912 at PNC Bank 2,358.78 50% 1,179.39
2 A 02/01/1980 Savings Account #5130147601 at PNC Bank 31,836.32 50% 15,918.16
TOTAL (Also enter on line 6, Recapitulation)
17,097.55
ESTATE OF
ITEM
NUMBER
A.
B.
-----~.~ .
*'
SCHEDULE H 1
FUNERAL EXPENSES &
ADMINlSTRATlVE COSTS
-~~--~-~.~~ ~~~--~--_.~---
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Devers, Dorothy A
I FILE NUMBER
22 - 05 -
. -------~---_.~------ ----------,--- -------
Debts of decedent must be reported on Schedule I.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
John Shultx Funeral Home, Lykens, PA, funeral
5,523.50
2
Maple Grove Cemetery Association, grave opening
550.00
3
Funeral Lunch
80.14
ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Lois S. Butler
Social Security Number(s) I EIN Number of Personal Representative(s):
201-16-2779
Street Address 211 West Street
City Williamstown
Year(s) Commission paid
2,000.00
State
PA
Zip 17098
2
Attorney's Fees
Kerwin & Kerwin -- Gregory M Kerwin
2,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
4.
City
Relationship of Claimant to Decedent
Probate Fees Register of Wills
298.00
State
Zip
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
I
Other Administrative Costs
The Sentinel-Legal, estate advertisement
144.29
2
Cumberland Law Journal, estate advertisement
75.00
Total of Continuation Schedule(s)
225.00
'-~--~-,-_.._-.._----- -'.
TOTAL (Also enter on line 9, Recapitulation)
10,895.93
.
Schedule H
Funeral Expenses &
Adminis1rative Cos1s continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
I FILE NUMBER
22 - 05 -
Devers, Dorothy A
3
Notary fee on Deed
5.00
4
Robert Ensminger Appraisers, personal property appraisal
]20.00
5
Reserved for closing costs
100.00
-----___1__ _____
Page 2 of Schedule H
*'
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
--_.,-~----"
ESTATE OF
I FILE NUMBER
22 - 05 -
_.~"-~_._-~~-~---_._._--"~--------."_.
Devers, Dorothy A
Include unreimbursed medical expenses.
~ - ~-~- - --- - - -. - ----...----------.--------.----
ITEM
NUMBER
I
DESCRIPTION
AMOUNT
PPL Electric Utilities Corporation, account payable
156.65
2
UGI Natural Gas, account payable
242.59
3
Sewer and Refuse removal
106.35
4
Water bill
89.51
5
Homeowners insurance
71.00
6
Real Estate Taxes
446.03
7
HCR Manor Care, account payable
I, ]05.97
----------------------..----------. "--'--'~---- .----.----------------
TOTAL (Also enter on Line 10, Recapitulation)
2,2J8.1O
SCHEDULE J
BENEFICIARIES
. _1- .. .. __ ...
ESTATE OF
I FILE NUMBER
22 - 05 -
--~----~_._-~._.____. ____n___ _____._______ ____"______
RELATIONSHIP TO I. AMOUNT OR SHARE
DECEDENT OF ESTATE
F'i,::""".'~..'l Ipremi~:s~~te at]~OI
Warwick Road, Camp
Hill, PA
Devers, Dorothy A
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Blair Preston Roberts
c/o Richard L. Placey, Esquire
3631 North Front Street
Harrisburg, PA 17110-1533
2 Lois S. Butler
211 West Street
, Williamstown, P A ] 7098
Sister-in-Law
Remainder of Estate
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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
----._------- ----_._-----'~--~--~_.~-------_._-~--_..._-----~----------
c")
ct)
1liU5t ~ill unh 'me5tument of
.::~,:
DOROTHY A. DEVERS
( '~,j
.,--..;-'.
tiJ :-:~":. ~
C';;1:[_.:.
.> ~;~..:DOROTHY A. DEVERS, Widow, of 1301 Warwick Road, Camp Hill,
.:.;:, ()
ttrmberland County, Pennsylvania, being of sound mind, memory and un-
derstanding, do make and publish this, my Last Will and Testament,
hereby revoking and making void all former Wills by me at any time
heretofore made.
FIRST:
I direct my hereinafter named Executrix to pay all
my legally enforceable debts, funeral expenses or excise taxes, which
I owe or may become due on account of my death, as soon as may be con-
venient after my decease.
SECOND:
I give and devise my home situate at 1301 Warwick
Road, Camp Hill, Cumberland County, Pennsylvania to BLAIR PRESTON
ROBERTS. In the event BLAIR PRESTON ROBERTS should during his life-
time receive an offer to purchase said property and he desires to ac-
cept said offer or should he at any time offer to sell the same
premises, he shall give to my sister-in-law, LOIS S. BUTLER, thirty
(30) days notice, in writing, of such offer setting forth the name and
address of the proposed purchaser, the amount of the proposed price
and all other terms and conditions of such offer and the said LOIS S.
BUTLER shall have, during her lifetime, first option to purchase the
premises which are the subject of the offer by giving written notice
to BLAIR PRESTON ROBERTS of her intention to purchase within thirty
(30) days at the same price and on the same terms as any such offer,
it being understood that in the event LOIS S. BUTLER does not give
BLAIR PRESTON ROBERTS notice of her intention to exercise said option
to purchase within said thirty (30) day period and in the event said
premises set forth are not sold for any reason, the said LOIS S.
BUTLER shall have the continuing
first option to purchase said
./.J-~-7_"'--Z:~ O' .fuu-L i--z.-/
DOROTHY 1'1. DEVERS
(SEAL)
Page 1 of 2 Pages
premises upon the terms of any subsequent offer or offers to
purchase. In the event of the death of LOIS S. BUTLER, this right of
first refusal shall terminate and shall not inure to the benefit of
her heirs, successors and assigns.
THIRD:
All the rest, residue and remainder of my Estate,
real, personal and mixed, whatsoever or wheresoever the same may be
situate at the time of my death, I give, devise and bequeath to my
sister-in-law, LOIS S. BUTLER. In the event my sister-in-law, LOIS S.
BUTLER, should predecease me, I direct that her share of my Estate
shall pass to her issue per stirpes.
FOURTH:
I nominate, constitute and appoint my sister-in-law,
LOIS S. BUTLER, as Executrix of this, my Last Will and Testament. In
the event my sister-in-law, LOIS S. BUTLER, is unable or unwilling to
serve as Executrix of this, my Last Will and Testament, I nominate,
constitute and appoint my nephew, EDWARD N. BUTLER, as Executor of
this, my Last Will and Testament. I further direct that my within
named Executrix or personal representative shall not be required to
post bond to act in said capacity.
IN WITNESS WHEREOF, I, DOROTHY A. DEVERS, have hereunto set my
hand and seal to this, my Last Will and Testament, this Sf.?tt() day of
rLjYvu-c~ ' A.D.,
SIGNED, SEALED, PUBLISHED
and DECLARED by the above-
named Testatrix, DOROTHY A.
DEVERS, as and for her Last
Will and Testament, in the
presence of us, who at her
request and in the presence
of each other, have hereunto
sour m s witnesses:
1989.
~'va-~~ Q
DOROTHY A. DEV RS .
LC<-S~~;l
Page 2 of 2 Pages
COMMONWEAL TH OF PENNSYLVANIA
C/EPARTMENT OF REVENUE
. Bu'REAU OF INDIVIDUAL TAXES
DEPT.2B0601
HARRISBURG. PA 17128-0601
REV-1162 EXll1-961
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
I<ERWIN GREGORY M
4245 ROUTE 209
ELlZABETHVlllE, PA 17023
h__~___ fOld
ESTATE INFORMATION: SSN: 186-05-4922
FILE NUMBER: 2105-0439
DECEDENT NAME: DEVERS DOROTHY A
DATE OF PAYMENT: 07/07/2005
POSTMARK DATE: 07/06/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 04/15/2005
NO. CD 005535
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $15,000.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARI<S:
CHECI<# 1199
SEAL
INITIALS: JA
RECEIVED BY:
TAXPAYER
$15,000.00
GLENDA FARNER STRASBAUGH
REGISTER OF WillS
COMMONWEALTH CF PENNSYLVANIA
DEPARTMENT OF REVENUE
B~\lEAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17 I 28-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
KERWIN GREGORY M
4245 ROUTE 209
ELlZABETHVlllE, PA 17023
hh_h_ folr!
ESTATE INFORMATION: SSN: 186-05-4922
FILE NUMBER: 2105-0439
DECEDENT NAME: DEVERS DOROTHY A
DATE OF PAYMENT: 07/12/2005
POSTMARK DATE: 07/11/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 04/15/2005
NO. CD 005548
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $2,400.00
I
,
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 9241
SEAL
INITIALS: JA
RECEIVED BY:
T AXPA YER
$2,400.00
GLENDA FARNER STRASBAUGH
REGISTER OF WIllS
VI/VI/':':"..)v.J VO
I V r fl ^
. .
t I I 0 I'::: v 10 V
A,CUA
If!j U II L' III LJ 4
ROBERT ENSMINGER APPRAISERS
RL'f [, ES!>t Ir (lnd PEN.SO,!\/,,1IJ PRO/JEN!)
,~ ':; -;: I ill)" 1lf'i' J\ \ , ",l<,;
11.(l'1'hl:\lr~. r/\ ':,~ ~i;',:_ i ; :~
')!7~f1(]..)1'1 \'.1"...:
i Ii> ~'Il 'Ud t I j, '.
/>,<;'l~'_ ~5'.} I, ~'J;
1b.r!;~nH''))i\(.(\\nc~~,1
\\\v",\'.I'n.\l1JJ/\~L'r," 'Jc.:1
I
I
)
I
I
\Juty 5,2005
I
I Deborah Butler
11720 Penn St.
,Harrisburg, pp., 17102
I
)
I
I
,Deaf Ms Butlei
I
II n accordance With your request. I have appraised the personal property of Dorothy
I Devers, Deceased The property is located at 1301 Waf\N\ck Rd. Camp HilI. PA
117011
I ~
[The values shown have been arrived at after a careful study of the property! ,
!believe It to reflect a true measure of Its market value 2S of June 23,2005 '
I
I Market value is defined as being the most reasonable or probab~e price in terms of
money that real or personal property will bring In an open and competitive market .
under all conditions requisite to a fair sale, the buyer and seHer each acting
prudently and Knowledgeably, and assuming the price is not affected by undue
stimulus
1
I
[
I
I
I
I
I
I
I
I
,
I
I
I
I
I
I
I
I
I
I
j
I
1
I
I
'T a~ing mto account a/I of the factors set forth in the pages that foilow, tt is the I
opinion of the underSIgned that the fair mari<et value of the personal property IS Two I
! Thousand Eight Hundred Dollars ($2,800,00,)
I Employment in and compensation for making thiS appraisal are In no manner I
! contingent upon the value reported and j certify that I have no financial interest In I
I the property appraised. present or contemplated. 1
(very truiy yours, I
I r?UJ!~ I
I ~obert A Ensminger
I
I
I
I
i
I
I
I
RE btats of Dorothy Devers
II
~.
UI/UJ/iUU) U~ IV ~A^
r I I b I c: J I~;j
xnux
.
. '
Idj OOJ/OUq
Estate of Dorothy Devers
~ __ _ __ -.!!em Descriptio"_ _ _ _ _ ~__ yahJ~ -.-J
So(~ __.____ __._ _'_'_ __~---50.001
~nd Table~ _ _ _ ___ _ __ _ _ _~! _ _ _ --25..00
Lamps __ __ __ _ _ __ 1$ 20.00
Picture -rs- --- 500-
(Green Ch8lf == ==- == .-=---=- ~---=- -=-lJ. =- =- 10.00-
~R~~~lr~_table _~-_~.=-=- ---=----=- =-=--=.J. ~= ..~~.~~
vVlIlfj chatrs i $ 1000
Cl.!:J~~n Ann round tabie_ -=- -=--- ~-=- -=- -=--=-- --=-- -~ $ -=- - 6000
Larnp__ _ _ ____ __ __ _'_. _i~ _ 15.00
Convexmlr~ __. ______ __ _~'_= 15.00
Pictu!e~_ __ __ __ __ __ _ll '___. ~OO
Slantlr~de5k __ __ __. __ '_ _ -l~ _ _150.00
Needlepoin~ilir_ _ _ _ _ _ _ _ __ _~. _ _, 2..9.:00
Chair ; $ 2000
OueenAnntable-- -- .--- -- -- '!$ ---85.00
Marble fro stand ___- - -- - '- - -- -- - '-+$- --- 5-6-00
Mise. In livlnqroom-- - - -- - -- - '- - .1$ ---40.00
Dry sink-~-= -_~ -~ -=-~~ =, --=- -=-~ - I $ -=--=- -7500
Ma~ drop leaf table. 4 chaire.. hutch --r.$ 350.00
~und'tab~ - - -- - - -- - - - -- ! $- - - 40.0'0
~amp -- -- -_. --- -- :$-- --'-000
418mps - --. - - - -- - -1'$- '- - 40.00
Mise: in dining room-=- _~ _== -=--=-- ---=- -=- =11 -=-~ 20:0-0
~ef~gerat~.r ___ _ _ _ __ __ '_.' ~ --.J L ___'5~OO
1~lerowave oven 1$ lJ.OO
)~ail appliances - - - - -- - - - i $ -- - 30.00
~ts,- oa;'5. bakeware -=---=- = = ==-- = -=-- ~ i S ~--=-'5.00
j~:;h~g~asses,ut@nsi~_ __, __. __ ___.1.$__ _15.00
~~b!e_bi(1S_ __ __ __ _'_ _-1S __ -.l..0.00
~:~:n&c~a~~airs__- ---- -- -l~ '-- ~~.~~
1~~~d;a~I::lr ~'-=- --=- -- ~=-~~-=----=--i ~ -=- -=-. ;~:~~
_._-----------~--_.
Round table j $ 5.00
~~r~:2:oc:~n ~ -= =- = ~ = = -=- --=-~ f ~ --=- 20~~
8ookcase-- - -. -- --- -- -i-$ - - 20,00
._- -.- --.. -- --. -- --t-.::. .-- -
lamp I $ 10,00
Lamp- -- - - -- -- -- -n--- -5,00
~halr- '--' "-- -- '-- "--- '-r-s- --
Mise. Jnd~n--=--=-- -=- ~-=---=- -=~ ---=-=-=- ~-:s-.~-=-- 15.00
~edroom SUite - db, bed, chest ofdrawer~~w/ mjrr~ _. _ -=t1 __ _ 250.00
~s;o~~~ble _ ~~-=-~ -=-- _ ~ =- = ~ ~.~ --=-- 3~~~
Lan-,ps _ _ _ _ _ _ _ _ _ _ _l..!.. _. _. 25.00
Mahoqany bedroom suite - pineapple poster bcd, chest of drawers, dresser w/l _
mlrrO! j :b 350.00
~~:~:nt:~~:'e ~~ -=- -=- .-=--=- -= -= -~ i ~---=- ~~.~~.
Page 1 of 2
l)~r(\)(!.:.u\):" t)tj ii) ~(l.,X (if bl:::,j j~:3
----- - -.
)O-'t UX
It[] lJ li q / 1l1.J q
Estate of Doroltly O@vers
_ ~~ _ _ _ It~m Descriptio'L- _ _ _ _ L_ Value _ J
Lamps_ ___ __ _________~_- _ ,20.0~
Misc. in bedrooms I $ 15.00
< -- -_. ---. -.-. -_. -- ---4.---.-
Wash~dryer_ ___ _ __ '__ __ __ ~_ _--,:50.00
Shelves . $ 20.00
'--,--- --- '-- -- -- --- --- '~- ----
~::~~;~est = == _~._-=--.~~-= ;~_=-=3~~~~
~Iu~i~i~e~ontents _ -=--=-=-- -=-- -=-~ -=- -=- --=-- ~ -I ;-=-=- - -S~~6
-Lawn choirs I $ 2000
- -- -------- --- -- -+----,--
Shop v"r. I S 15.00
MISC. lawn &garden tools - - -. -- -- - -;-$-- .- -. 2000
AlumInum ladder - -- -- - -- - - - - \ $ - -~OM'
Misc. in ba~ement= __ _-=-- ~_~ - ~ =- -=-=-. I $ -=- - fo.oO
TOTAL' 2 800.00
Page 2 of 2
o PNCBAN<
June 21,2005
Gregory M. Kerwin
4245 Route 209
Elizabethville, P A 17023
RE: Estate of Dorothy A. Devers, (Deceased)
SSN: 208-24-1032
DOD: 04/15/2005
Dear: Mr. Kerwin
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Checking Account
Account # 5140104912
Established xx/xx/xx
DOROTHY A DEVERS OR
LOIS S BUTLER
DOD balance: $2,358.76 + $0.02 accrued interest
Savings Account
Account # 5130147601
Established 02/0111980
DOROTHY A DEVERS
LOIS S BUTLER
DOD balance: $31,835.66 + $0.66 accrued interest
Please note that this office only provides date of death balances for deposit accounts
(!RAs, CDs, Checking and Savings accounts). We do not process any financial
transactions or provide statements. If you need assistance with any of these items,
please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
C().~
Jessica Scheller
1-800-762-1775
P7 -PFSC-04-F
500 first Ave.
Pittsburgh P A 15219
Member FDIC
KERWIN & KERWIN
ATTORNEYS AT LAW
4245 ROUTE 209
ELIZABETHVIllE, PA 17023
GOVERNORS' ROW
27 NORTH FRONT STREET
HARRISBURG, PA 17101
(717) 238-4765
FJlX (717) 238-8455
PATRICK E. KERWIN (1913-1987)
(717) 362-32 I 5
(717) 896-9089
FJlX (717) 362-4459
E-maiLkkl@cpix.net
GREGORY M. KERWIN - Gl'1K@Kcrwinlawfinn.com
TERRENCE J. KERWIN - KK@Kerwinlawfirm.com
JOSEPH D. KERWIN - JDK@Kcrwinlawfirm.com
HOllY l'1cClURE KERWIN - KK@Kerwinlawfiml.com
please I?cply 7,,,
* ELIZABETHVILLE OFFICE
~ HARRISBURG OFFICE
January 19, 2006
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013-3387
Re: The Estate of Dorothy A. Devers
Date of Death - April 15, 2005
Estate #2005-00439
PA #21-05-0439
Dear Sir or Madam:
Please find enclosed herewith an Inheritance Tax Return and Inventory with respect to the
above-captioned estate for filing in your office. Also enclosed is a check in the amount of $25 .00 for
the filing fee.
Would you kindly time stamp the enclosed file copies and return them to me in the enclosed
stamped, self-addressed envelope?
As always, thank you for your help.
Very truly yours,
~~.~
. GRfcbRY M. KERWIN
GMK:bmk
Enclosures
cc: Richard L. Placey, Esquire (w/encl.)