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HomeMy WebLinkAbout98-0161 . ~0....0 cP~<:1 ~ ~(J>' N0<(:>0 ... '?>" OfQ'1<:-0 '(0 ~0' . 'l;~v ;('\ ~ O~ ~ ,\o'~' .~~,rcJ" . f'!r,_~~0..~....0 ~ ~~ . ~"" .... J> V' 'l;OO~~(jq}O ~ tlS-0 ~ ~0~~-.$-(; 'lP'O ~ tlS-0 (b.d+- O.~. CP~~~~ ~ ~~ '(0~0 tlS-0; ~0~ . ~0~~ ~O ~.;~0 (j (jq}O.~ r;,~f(J .<<'('1 ~1J: ~""..o~ . _0 ~ ,\r ...0' ":r ~'l;Ci tlS-0 J> . ~ 0'( O~ ;,tP0# ..j)-0 ".~ \)0 /, 'b o <<;."^v' y\-~ '0'0~ "y~ 1<~v 0""<), "\ \) 0; A:~ "y . ~ '\, '0v '0-'\,'0 ~ 't(> ~. ~ ~ <) _,,'0 ,( 0v 0"- ~vY C't(> __~_~_~_.__..._.. _._. ...._.... .... __.__._ ._. .. . .. _.._.. 1 .. _ Form RW--10. ~Pa.O.C. Rule, 6.12 statue report. _~ ~-•~-:~~~ ` .T ~ 1• Pa.O.C. Role, 6.12 S"TA'CtJS REPORT. ' . r;,.~,`1:'; . .. ., .. . :; : . GISTER OF WILLS OF •~ ` ., ~~~~~ COUN'~Y, PENNSYLVANIA ~ ~ ~ ••-•- ' i ~. Name - of -Decedent: • a ,, Date of Dwth: ~ ~ File Number: ~ ~ ' Pursuant to Pa.O.C. Rule ,6.1.2,.1,.report the following with respect to' oomp! t' h of ',t1~e~`~~`~, administration of the abave~ca boned estate: •.... .. .....;'.. .'i .. ;~y~a.,•••:;,1<1;~: p :an ~ . Iax. o.,. .. -g~ ... 'of the'estate is com ~letef . .... . .:fe'wfieti~ai ~adnttaiitsatibti ^ . 1:" P 2. •If~the aa:rver is No, state .when tha;'persoaal representative reasonably ~ - `=1a:c'"'.~. ' believes that the ~idministration will becomplete: ~ t `+~~:~ ~ . ..J • :. I 1 .. •pN.~.bj ~t,l l'.E1'.h.`•S ^.:.'.1~i •'1~`~ I ..11• 3: If the answer to No. 1 is YLS, state the following: ~ , . . ,;~- ~, .. • a. Din the rsonal re reaentative file ~`a final account with. the pe p ..,. .,. 0::`~ ..... ....Court? ......... '...... ....... .. . . . ..................... ^ ' ^ N b. ..'The separite..Orphatu' . Court Na. (if . any) for , the personal ~~, ~' -~•,~,,~ representative's account is: '~,~., ~ ' ... ;.. -~-"'~- ~# ,.,;~;• 1. a.~ ,.~: • ., state perional .~ .; •, , .: representatrve , the c. ~ Did . .~~F. il.~. ~ ~, / • , 1 , . an account informa!!y Co'the parties in intereat~ . ........ ^ es ^ No~ ~ ~ , , l b al or info of f rekiaea, 'cinders and a rovals .: d. .Co iea of recxl p P~ J PP a tlcooun ' may be filed with the Clei'!c' of the ;Orphans'. Cou and ay be Ott •to ~t6is ..._.... ~._ ...... ......... :..., .:~: :i?•i Sigruicw+c oft rhts Fain ; . '+ :''f TitUO+~~~ ~: ~~:F ',. ~, .. ~.' 1 '~ Capacity: ^ Penonai Representative:,... ~,"" . ~ ~.~1 ... ..... .... 1. ... .. .. .1l.. .. ..~• .. .. ~ .•111.. ~.. • 1 .. . • .{jl. ~wY . :: ' ' ~:.' .• 1 l , • y ' 1 ~ - ~ ~ V ~ N '~'"Vi ~~~ i .r :I IU'I .TI Qn~IQ~: ~l.TTr' it l f• 1 r : iJ IU l 7 J f . 1~~ ~ .. ~ .. ... 1 .I1 X , 1 0 ~ ©~ ` 1 r... ~~ 11~ ~. ` ., ~ ~1 ~-' v~z ...._..._........ ..._ .~dd+ulrr1 WE31'~~•; 'ZA5 ..n,~::. ~--, ~T. co ~ .., 1{::• ' :: ~ ~ . u,~ su {? 1 ; 1 ,~;;~A ll ~ CARuSI ~ ~~~t ~t . , . 1;1L~ v .. ~ .. .. .... ... _. ~ °~ . ,{ ~ Tekphont ~ ~,~ ~. '~ ..'~ f~ ~ UNITED STATES,~~TAL~~I~~....., !i-~.r'J~ 11.-t.; ; III. . --...,. H)>- '\.-c: f,.t.-<J"'I~ .,1'.U.K..~. -r.". .~~'~~_ ,~.t" ,..; . . It . ,1# . , :L2. FE8 2007 Pf','(:t tf ............ . Sender If/ease print your name, address, and ZIP+ '1~ -()\lo\ . Glenda Farner Sllasbaugh Register of Wills and Clerk of Orphans' Court County of Cumberland One Courthouse Square Carlisle, P A 17013 :-.~ -:.. -..;..,..-. 1",11I11,11I111111 11111111I11 III Illll I ,11111 ,1,1,,1,1,,1,1,.1 \, ' '-"" '.. ',' -",' ". . " "l ". " , '" ~. Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 NameofDccedcnt: -pr1/4J$/J. g"tpe( Cpi0'RY~ , / / -'2-51-98 '" Estate No.: /2/'rff-o/" ./ ,. . Date of Death: ' ....-~. " . ~- Pursuant to Rule 6.12 ofithe Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: I , ' , 1. ,State whether administration of the estate is complete: Yes 0' No ~ . 2. ' If',the answer is No, state when the personal repr~entative reasonably believes that .. ' . the administration v.:iIl be complete: ~C /?-ftr- oS 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 0 No ,0 , . b. 'The separate Orphans' Court No, (if any) for the personal representative's acco~t is: . , I , c.: Did the personal representative state an account informally to the parties in 'mterest?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 Orphan' ourt and may be attached to this report. ri~~:,I- :} -c 8- Signature '~ Name I;fUMER& DANIELS I WEST HIGH ST. STE. 205 CARLISLE, PA 17013 Vd ') :r'I' r, c. >,-,'.1, J' :0 l.~' l\)\) ~JII\:'/;"II: 0 . Y) 'Lq10 ..J\ >,..J.~ ,J Aadress -:f/;t- ~'13 -383/ Telephone No, I 0 :~ Wd L - NVr B~~acity: D_Personal Representative JQ'Counsel for personal representative S~~ "~U' .+:'1 - ':~'~'I Jril..I_V"': .....v _lvIJ....\) , . I J Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF~l,1~ J,~' ~"'~"i3~, ~ COUNTY, PENNSYLVANIA A1ame of Decedent: ~ ` iz ~~' ~ ~~ ~ / "~ ~ '`~'~ '`~ Date of Death: File Number:~~~`C=~~ ~ ~~ Pursuant to Pa. O.C. Rule 6.12, I report the follo«~ing with respect to completion of the administration of . the above-captioned estate: .~` 1. State whether adnunistration of the estate is complete , . ... ... .... ; ©Yes ~No 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 b. The separate Orphans' Court No. (if any) for the personal iepresentative's ~.ccount is: ~ ~ - .., c. Did the personal representative state an account informally to the parties in inteiest? ...................:.... ..... ~ ~I'es ©No d. Copies of receipts, releases, joinders and approvals oP formal or informal accounts nzay be filed with the Clerlc of the Orphans' Court and maybe atta e to this report. Dntc ~'"` Signature of Person Filing this Form . ,~ ~,. - ., . ~_, •I ~i 'C~ i`'c~ 14 ~~Z} ~ti~.ty form RH'-/0 rev. lOJ3.06 Capacity: QPersonal Representative~Counsel ,~ , Nmne of Ptrson Filing this Fornt NUMER & DANIELS ;- address CARUStE, PA 11013 Telephone C_ ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: Estate of CUMBERLAND COUNTY THUMMA MARY CATHR : PENNSYLVANIA NO. 1998-00161 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: CRAIG BOYD Counsel for Personal Representative: DANIELS WILLIAM S Date of Decedent's Death: 1/29/1998 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Coui-t Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. • Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. ^ Print your name and address on the reverse so that we can return the card to you. ^ Attach this card to the back of the mailpiece, or on the front if space permits. 1. Article Addressed to: CRAIG BOYD 12 BOTTOM LAl~7E~ PdEWV_LLE PA 1724! A Signature X , B• ,ed (f'dnted ^ Agent ^ Addressee ~{ C. Date of Delivery ? -3-0 7 ;= D. Is delivery address different from item 17 ^ Yes Postage $ If YES, enter delivery adds below: ^ No - .. C ) ,~~ tified Fee C7 ~~ . -_r r' T ~ceipt Fee Required) 'n - t:?7 Aivery Fee Required) 3• ice type 1- C.7 Certified 4~iF ^ Es M:411 , ^ Registered ' ' ~ ^ Return Receipt for Merchandl ^ Insured Mel ^ 4. Restrictgc'7;~elivery7 (Extr~~e) 2. Article Number C7 Yes (rrans/er /rom seMce label) 7 ~ 0 _ ~~ is ~ D D 2 7 4 D 7 5~ 8 \_ 'PCC ~~~vvi i r y eoruary 2004 n __ iT Postmark Here se CRAIG BOYD 12 BOTTOM LANE ______________ NEWVILLE PA 17241 .___ __~ ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: Estate of CUMBERLAND COUNTY THUMMA MARY CATHR : PENNSYLVANIA NO. 1998-00161 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: CRAIG BOYD Counsel for Personal Representative: DANIELS WII.LIAM S Date of Decedent's Death: 1/29/1998 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required_by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. /~ Date: 1/25/2007 Glenda Farner Strasbau h Clerk c ~ • ~ - • Distribution: Personal Representative'~~ ~ ~ - = ~ - ~ - -' - ' ' ' -' Counsel for Personal Representative ,~ Estate File ~ 0 ~' Postage $ (`- Certified Fee ~ Postmark ~ Return Receipt Fee Here 0 (Endorsement Required) O Restricted Delivery Fee ~ (Endorsement Required) .~ r' Total Postage & Fees f'1.J ~ DANIELS WILLIAM S o ONE W HIGH STREET STE 205 ~ CARLISLE PA 17013 ---- - ~_i~+i ~~ xcrc~K-I- rninRRR Ii H 6 12 . . Name of•Decedent: .~~/~~/71~J~p~ -/jl~ii~j Q~~z~~yj~,V Date of Death: _ ~~" ~ ~ ~O .. Estate No.: `~ `, . ~:.: . •~'Pursusnt to Rule 6:'12 ofithe Supreme Court Orphans' Court Rules, I.report the following with rasped to cbmplction of the administration of the aboi+d:aaptioned estate: • _~ ..... • • ~~ 1•..~%Staty whether administration of the estate'is complete: • `~ Yea,',. j] ` ' No' •, .. .'>, ~ ~ ' '.2.: ~ If the answer is No,~state whcn'the personal representative reasonably believes'that .. .. •. ~`ahe'.adriiinistration yvili be•complete: __ ~ - ~J ~~`Q. ?3'. ' If the answtr-to No 1 is.Yes; state the following: ' "a:' 1 Did.the personal rcprc§cntative'file a final account with the Court? •~Ycs~ D ~ No'•[] ~ ~ ~ . ' b. ` '•Thd sc aratc . p Orphans' Court No: (if any) for the personal representative's . 'socouiit is• ~ . :: ' . _~ • . ' ' •'c. ~ Did the personal representative state an account informally to the parties in •'~interest? Ycs ~ Q No : ^ ~. , . •~•Lc, • `,Copies ~of.rcceipts, releases; joinders and approval of formal or informal :.saccounts`maybe:filed'with'the'Clerkofthe` . ' ' ~ ~~attachcd•fo'this report. ~ ~ Co arld'may be Date. -~-/O a. • Signahue , . ' - '~ ~ • NHUMER ~ aa~utas . ' 1 WEST HIGH S~ STE 205 ' 4 • ~,~if i~~ v,~.'dNdl~~ , ` Telephone No. 1 0 i ~£ did 8- Nlft' 01~Capaciry: . ^ r ,u j1f~, J~~ ~ ., ~'. i yV' J~~ ~ lti v J~j.r.... '1 ^ Personal Representative 'Counsel for personal representative v`'~ _____ .__..~__.. ...~._.. _. __ _. ._. ... _.._.. 1 Form RW-10. Pa.O.C. Rule 6.12 status repoct,_ •,..~•~_~.I~f • .. - Pa.O.C. Rrile! 6.12 STATUS REPORT ' :: . , ,i;r, ~• ' . . ~, _. . LISTER OF WILLS OF .. . • ~~i1G~~d • •' COU ,PENNSYLVANIA ... ._._ , Name - of •Deoedent: ~ ~ a -~ ~ • Date of Death: • File Number: __~~ ~ ' ' ~ .,; Pursuant to Pa.O.C. Rule. 6.1.2,. I report the following with ~ reaped to' c+ompl~eti ~ of °.ttie~•`~=~.,~. , administration of the above~captioned estate: ' ~ • ~ ~ ~ • ~ ~ • '~ ~~ ~ ~ ~ • ir, t 1:" 'Stile'wliettiei'~sdsninuti~tioii~of the~eit.ate is complete; :~...:....-:~:'•' 11t ~- o ' 2. • Ifahe aasvver is No, state whin tha; personal representative reasonably ' - `=~-i'•~~:~. ~/~ ~ °t: ~ ' believes that the sdministration wlU be •oomplete ~~~ ,. 3: If the answer to No. l is YES, state the following: , "' ,. .'.' • • . a. Din the personal ' .representative file `a final account • with, the ~ ":,',`ti ~~'~ o:::~k ...........court? .... ,.:•., .~:~...~ :. ~.•....~... _ ...................... ^ ~ ' D N .... ..... .. •;?i __,.. ~~. b. ..The separate..Orpha~' . Court No. (if .any) far . the personal >;~,. representative'a account is: ~ ~ ~\~•., • . , . '.. ~'"'~. ~. ,. ' .~ <~,x~ , ~~~ .. . c. ~ Did. the:.,, • personal .• .;,,,;: representative,, rr,: state ~•~ ~~ . an account infornaily~~oit~'e'parties in interestg.`.'' '_' :....... ^ ~'e ^ No~: . . ,, , ' i ~ ~ <. .: d. .Copies of reveipta, releases, joinders and approvals of f ~ al or info ~ al s~ooottats: ~. ' may be filed with tht itCtaifc•' of the>Orphans'.Cou and ay be att I-to ti'us~s. n~~• .~/~, !'•\~..J `I~t.!\i•R:..1~1 r'.p; .f; ~t~~.• .... ...~ .. ... '. ' 1 fis~. 11i0k G - I ~~ 'i ~ •'••T't~~ 'r. rr:a~~ ii~~~i .......~ ... .............. . .....:~: a!-i Stgnatun of P+ersotrt l~1Wt~j th4 Fcvrn,; •~ ; tTxUO~*:~. ~';a/,. .. ..... ....... .... ...... ... ........ .... -} .1....~.~M .,~ ~ .. , .. Capacity: ^ Personal Representative n~, ,1 ~;> . , .,. .... .: I , .t...~ ,. ., .,' ... .. .. , rVi\!7P r a' f 1 :fNAN{Q~~: •bt.v . .:. ~ .. :,fir.:.~ !. ~/. ~. .. Y . tJ. :• yl. v i , ~ . ~ ...., !,:lJ~tOf Pq~l+~'~+{f~!~ FOfll{ ,;.. ,f:ru iUL.i. ! ~ ~•?~. C~:r ~~ Y~f~~ ... ......_......._. .... A~dij ~E~~:'~'~i1 '..n\'; r. rl: 1#•5R~ . •aa.. ti ~. (~•: `~ . " `_u ~ . , .... .. r CARDS : ~ ,1~~ . t : :I~,~'~:~ ~ v .4x ~ ::., •, cac r x. .~ •.:. . ' ~, ~~ ~~~. I .. ~. _ _ Cumberland ~oa.nfy"`- ~Re~is~er Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 ~~~~, ~, l~~~ ~n ~~ ~~~ ~. ?~t~ DEC 13 AM ! I ~ Og ~'~RS 0 RT Date: 12/13/2010 C~~~,N(~ C() ~ DANIELS WILLIAM S ONE W HIGH STREET STE 205 CARLISLE, PA 17013 RE: Estate of THUMMA MARY CATHRYN File Number: 1998-00161 Dear Sir/Madam:. This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the be~.ow listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RU~EIS, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 1/29/2011 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, ple~s~ disregard this notice. cc: File Personal Representative(s) Sincerely, ~~~~~~ Glenda Earner Stra~s}~~u Clerk of the Orphaln~' Court Cumberland County ~ ~:~gist~r Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 12/13/2010 CRAIG BOYD 12 BOTTOM LANE NEWVILLE, PA 17241 RE: Estate of THUMMA MARY CATHRYN File Number: 1998-00161 Dear Sir/Madam: ,~, 210 dEC i 3 ` AM {~ s p8 OjAP~~G{~URT ~!ll~E3FR~.A~lD C~ . Pq This notice is to serve as a reminder that the Status Re~ort by Personal Representative under Rule 6.12 is due on the be;law listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RUE'S, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on',or after July 1, 1992, the personal representative or his counsels within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 1/29/2011 Please feel free to contact this office with any questions,you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, '~~ ~~ ~~~ %~~ Glenda Farner Strasba Clerk of the Orphans' Court cc: File Counsel Pa.O.C. Rule 6.12 STATUS REPORT EGISTER OF WILLS OF ~~fh-~ -~ COUNTY, PENNSYLVANIA Name of Decedent: ._~~~~~~ ~'' ~3~~ C~t~~ ~~ ~ Date of Death: File Number: ~9~j'~ -Ql ~~ Pursuant to Pa.O.C. Rule 6.12, 1 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 2. If the answer is No, state when the personal representative reaso`~ably believes that the administration will be complete: `~3/ ~~j?~ 3. ]f the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? .............................................. ... ^ Yes ^ No 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 ^ No - d. Copies of receipts, releases, joinders and approvals ormal or informal accounts may be filed with the Clerk of the Orphans' C urt a d may be attached to this report. L~ Date 2 _! ? ~~~~ ~ ~ ~ Signature ojPerson Filing this Form Capacity: ^ Personal Representative ,Counsel Name ojPerson Filing this Form ~„ A`~R & DANIELS ~ ~~ -` ~ 1 WEST HIGH ST. STE. 205 T~ ~ ~~ - ~ e 7 1 r"~:~ `~ : ~~~"~ Telephone L v~ ~ C`'3 GC ` ~: ,~ ._ a , ~ ~ ~ a.- , Ti~t3- 3~.~ cis ~ m U u~ / ~~ r i~ icy ~ {~=' `-.3, ~ ~ ~ ~,, v , c^-~ r ~ _1 I N R E ESTATE IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA MARY CATHRYN THUMMA ORPHANS' COURT DIVISION ~~ - ~~ - a tl~l DECEASED NO. TERM ~o ~, r -~ ~~ ~a ~ ~, . r.~ ~ PETITION FOR CITATION ~ ~:' a -~ -~, n ~j. .~ TO THE HONORABLE THE JUDGES OF SAID COURT: ° AND NOW, this a`\~~ day of ~~a~,~ ~~ , comes the Commonwealth of Pennsylvania, by Thomas O. Armstrong, Deputy Secretary for Taxation, for Daniel Meuser, Secretary of Revenue, who avers: 1. That Mary Cathryn Thumma, deceased, (hereinafter referred to as "the Decedent"), died on January 29, 1998. 2. That a Petition for Probate of the Last Will and Testament and for Grant of Letters Testamentary was made by Craig Boyd, Executor, (hereinafter referred to as "the Executor"). Letters Testamentary were granted to the Executor on February 19, 1998. Attached hereto and made a part hereof is a copy of a document attesting to said date on which Letters were granted marked Exhibit "A." ~, 3. That on February 2, 2011, a certified demand letter was sent to the Executor, advising that the Inheritance Tax Return for the Decedent had not been filed. A receipt was signed and returned to the Department of Revenue. Attached hereto and made a part hereof is a copy of said letter and receipt marked Exhibit "B." 4. That as of the date of this Petition no Inheritance Tax Return has been filed by the Executor of this estate as required by Section 1736 of the Act of December 13, 1982, P.L. 1086, No. 255, (72 P.A. C.S. § 1736). 5. That under Section 2176 of the Act of August 4, 1991, P.L. 97, No. 22, (72 P.S. § 9176), the Secretary of Revenue is authorized to request the Court to issue a Citation directed to those subject to any duty imposed by the aforesaid Act, commanding such persons to appear and show cause why the requirements of this Act should not be met. WHEREFORE, your Petitioner prays your Honorable Court to issue a Citation upon the Executor, directing the Executor to appear and show cause why said Inheritance Tax Return in the estate of the Decedent should not be filed as required by law; and to further direct that the costs of this action shall be borne by the Executor. COMMONWEALTH OF PENNSYLVANIA BY ~ ~ - Thomas O. Armstron , h.D. Deputy Secretary for Taxation FOR: Daniel Meuser Secretary of Revenue COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF DAUPHIN Thomas O. Armstrong, Ph.D., Deputy Secretary for Taxation, for Daniel Meuser, Secretary of Revenue, being duly sworn according to law, deposes and says that the facts set forth in the foregoing Petition are true and correct to the best of his knowledge, information and belief. ~~~ ~, Thomas O. Armstrong; Ph.D. Deputy Secretary for Taxation For: Daniel Meuser Secretary of Revenue Sworn to and Subscribed before me this / ~ ~ day NOTARIAL SEAL MELODY J GLENN NotKy PuWlc NAIIRKStN16 CITY, OAUPMIN COUNTY My Coawnlaio~ E~pks May 21, 2011 ;A3b e~~iApiCY! W:'t~.: ti"GJJAA a;iti4=i y,etoN e FNUO~ NtMgUAG ;~i10 ~NUH2IAAAN 8-OS , e S ~~M ~eilgx~ AOltrlN11nt0~ CM • ~ Aagc 1 of 1 I. , PF:7'i'rl(!N FOH PII(!I-A'rF; and pl(ANT (1F I,K'!"fKH'3 . ktiarr~ M ~Hlity CathKya.rhuaaa.~ ,ro..rZ(~Q~.~.(GL._^__.. .....~~~.......~....... flryirtn n/ WrCt ((rt Ifs )Jnw,nl [tixM) a( .riNfrlhtlYlllalt- M 1Me T,~~W,~- ~~~~.~'~....__._..... 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YII,RS•rarnol -Rnrhl rt t+ab1uh111+t Ihs -IRltoenN NI Iht fwr/dad IvthlRn nt trrs and trttrcl a, thl I+tn of hp hRR,hdp sad IK7sf of ps111hrtt11,I+N,d ehxi a+ Peh,x+ll etMtu.,~ fNlht'tN Pf tip Rltiltt ItNYJtRI IwIIMRS,(,1 RIM Ytl) Wui 1141y ~R,Inllift tat NIYIr ns,YrJIMl IR hiN. SNwn to H Rllbm YJ ,ubkNl~ttf ('t 5yti ~, adr~t ox thr. `~aI~L....... d,-~.,r :c'~aiv'a~ytt_~..-------- r ,l NitlY C lt~l f Nrshfrf I ~~ ' r`- -- ' •~ -- -~.1 http://records.ccpa.net/weblink~ubl ic~print/I m ageDisplay.aspx?cache-yes&sessi onkey= 2/14/201 l EXHIBIT A T 'Page 1 of 1 1_'• il, t . l IYr-,- ;I . sg.' ?.ail ~sIAI! 0~ MARY CAT118YN TJjt~}jJj• + Uccloted 11KCpBF; AF PNt)t{A'fY. AND iJ{IAN'f OY LY,TTI;N9 AMfI NON FEBRWRr 17+~ H.9B..,, N MnIWt1a11M1 of 1IM pr11N0e MI IAt retrrx +Wr iurof, rrrtthrrorr IMOOf harla~ l+re+, prerrrrrJ brfaw mq i + .i t , 11 I! bl'rRtl:p Iltaf t1K Intdan+earlrl drt•~ iSptanaor Y0. ~ 4aft............_ dtxrlbeJthertlnkalahnJwyeobalermfflMlofaemdatlAeh+lrlllo/..ldtrv eetfirvn I Thuwnrt 1 , rM tHkn.lbetaeantnt; - ~ ~rrhrrra'iuantr++u_Crntg• n,~Yr1 _ { r RryW1• RM, I,NIS It4RY C lE1iIS Ihotulh Ldtrn, L'It.. •....... 1 a 0 Nt t l ism Il, E-nR~olUi _ 277]S 611o+IC<r1lRtrlel~l•.•,...... i_1LOD_ BfIDMMgti'tay,lt.IU.M•.I P~gCi~ ••••••~•••~••••• f--;,~r~,p~pp. 1 N.fft~b et„ eto,206, certLts PA ~LP YprAI f-106.00- AINM+.H ~ 1701 ~ rnw ,.,,.;E~~81+NRC•19,.•199A,....... I)'L•N~CJI -IIuNU t'1~ ~t+ ~ ~~ i t :~ :%+ r r, .y ... C~IIOA etlorney on t•17.90, 1 .1 r I • http://records, ccpa.net/weblirilc~ublic~rint/ImageDisplay.aspx?cache=yes&sessionkey=... 2/ 14/201 1 EXHIBIT A HARRISBURG DISTRICT OFFICE PA DEPARTMENT OF REVENUE 1825 STANLEY DRIVE HARRISBURG PA 171011256 CRAIG L BOYD 12 BOTTOM LN NEWVILLE PA 17241 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE REV-869 FO AFP (07-01~ Date: 2/2/2011 Estate of: THUMMA MARY C Date of Death: 1/29/1998 File Number: 21 9 8 - 0161 (Certified Mail-Return Receipt Requested) Dear CRAIG L BOYD: Department records indicate you are responsible for the settlement of the above estate or that you represent the responsible party. As of this date, you have failed to resolve this matter. This is to again advise you that the estate is in delinquent status, as it remains unsettled. The Inheritance and Estate Tax Act mandates the filing of a tax return and payment of all outstanding liabilities by a personal representative or a transferee of an estate within nine months of a decedent's death. Department records show that this estate remains open because: AN INHERITANCE TAX RETURN HAS NOT BEEN FILED. If the return was filed, please contact this office immediately. If this estate was opened for the purpose of filing a lawsuit, please provide the term and docket number of the proceeding in writing to this office so that we may postpone any further action. Under Act 40 of 2005, additional collection cysts, including but not limited to fees of up to 39 percent of the amount due and attorney fees incurred in securing payment, may be imposed on any liability not paid prior to referral to a collection agency or contract counsel. This notice shall serve as a formal demand on you or your client from the Department of Revenue. If you fail to file the return, the Department may file a citation requiring you to appear in court to show cause for your failure to comply with the law. A finding of contempt in this matter could subject you to additional penalties and/or incarceration by the Orphans' Court of Cumberland County. RETURNS SHOULD BE FILED AND CHECKS MADE PAYABLE TO: REGISTER OF WILLS, AGENT Sincerely, Anastasia DiBartolomeo Direct any questions regarding this estate to: (717) 4 25 - 7 7 0 4 HARRISBURG DISTRICT OFFICE cc: PA DEPARTMENT OF REVENUE WILLIAM S DANIELS 1825 STANLEY DRIVE SUITE 205 HARRISBURG PA 17103-1256 ONE W HIGH ST CARLISLE PA 17013 EXHIBIT B CO>VIMON~VEALTH OF PENNSYLVANIA f+ARRfsevaaa)srwcroPFTCB DEPARTMENT OF REVENUE PA DBPAR7MBNT OP RBVENUH f rill STANtBY DRIVB HARRISBUR6PA gt03•It56 ~/1 1ffiV•869 FO AFP (OT-Od) (~ Date; 2/2/2011 CRAIG L BOYD 12 BOTTOM LN Estateof,~ NEWVILLE PA 17241 THUMMA MARY C Date of Death; 1 /29/1998 File Number: 21 98 - 0161 ll.,.,, e.na.n ~ enVn_ (Certified Mail-Return Receipt Requested) ^ Cor$plete Rama 1, 2, and 3. Also complete Ite~{ 4 It Restricted Delivery Is desired A. 6lgnature Bove estate or that you . ^ Print your name and address on the reverse X O Agent a this matter. i so that we can return the card to you. O Addressee ; ^ Attach this card to the back of the mailplece, ~ R~r`'ed Pr/nrea/veme~ c. Date of Dellvey ,sins unsettled. or on the front if space permits. l~ v t. Article Addressed to: D. is delivery address fHerent from Item tz O Yes l payment of If YES, enterdelNetyaddresabebw: ^ No 'estate within nine CItA1D SOYD mains open because: 12 t30TTOtv1 LN ~ V t ~'~ NE1WtLLE PA 172at ~~, CF 1 FILED. 219801GI DIBARTOLOMEO ,~l~ ' O ~ adr t] ~ ~ ate was opened for the ' • G; - ~ D Regrslered O R°t um ge celp; (or Merohandlse o rneured M n O the proceeding to writing ,~ a c.o.D. spS~` %~ 4. Restricted Deltveryl(Drba fee) O Y z. Articre Number ~ ~ 'd to fees of up to (lmns/erlromservke/abelJ 7p09 1680 Q0171 6970 565Q ant, may be Ps form 3811, February 2004 DomeBtic Retum Receipt contract counsel. This notice shall serve as a formal demand on you or your clien from the Department of Revenue. Tf yott fail to file the return, the Department may file a citation requiring you to appear in court to show cause for your failure to comply with the law. A finding of contempt in this matter could subject you to additional penalties and/or incarceration by the Orphans' Court of Cumberland County, RETT7RNS SHOULD BE FII,ED AND CHECKS MADE PAYABLE TO; REGISTER OF WII.LS, AGENT Sincerely, Anastasia Di Bartolomeo Direct any questions regarding this estate to HARRISBURG DISTRICT OFFICE PA DEPARTMENT OF REVENUE 1825 STANLEY DRIVE HARRISBURG PA 17103-1256 (717)425-7704 cc: WILLIAM S DANIELS SUITE 205 ONE W HIGH ST CARLISLE PA 17013 EXHIBIT B ' • 1)age 1 of 1 ' ~ ~ - - -- ., ~, . r I yJGIfLpJCATI})N qY. t(pT.13:K.411t-Y.N,.Rp1,Y._y,,6,ttt). Nomo of boeotlrnl t NARY cA711NYN r1iYI1MA Deter wf DOJttlli .1AfµlAry 77, 1990 Nill Anuk No. P,tqu AJtnlninetnllntr tlo. 7179-0361 ro tl,. n.u3ator t nortft/ thnl not{co of brn~•ftvial tnlntvat toqulred byy Aul• !, 6(u o t v Orpplroao' cmtrt Rul•- ono nwrvrd un or ma11eJ to IItO folloulnp U~nrlivlnrlra of lho n3+uvr•cnytlnno,l satalo on Harol, 71r 1996, 11.14N1. J{,I,1 t.nRn. CraJ~! enyd IE Dullum hams N«vvlito, PA 17i~3 Hat y eorJ 734 Portio Raatl dntl,nln, PA 11613 salty 3+tna ol-cr, P.o, now 4JD Icon~l, Alonka 7P611 Nottve'thau now l.oalt glv4n to tll palaana .nlltl~+d Iht~rrto und.r Rttl+ :i;iGla3 .ttiroµt t dnna Ilan Plnk+nl.l'ndat , d~et•uaa J/Y~2D/92. Da tatNnrVh...:.L. 3??B.' !!..r~ rr:,.. ~~~~..,..t;, Nao~rt "H1~111+1m e, Paotiln~ 't Addtnnai Una IJO01 Nlah ttlra4l Carilalu, PA 19033 ,. ~ ~1. T~•luphnm~t (719 ?13.3e)1 • Cahavityt Couhtvl tar paraottit} Ir.ptMUUnlatlvn .~ t i r ~ t I , http://records.ccpa.netlweblink~ublic_p3•int/ImageDisplay.aspx?cache=yes&sessionJcey=.., 2/14/2011 EXHIBIT C ' ~ Page I ai' ., ti t 1 t , i.uucrr'nnnna~xl pENNBYLVANIA fM nfG hlYt~Mr .H nN IIMIM ~~/w~rova'au• INNPRIYANCBAN089TAtGTAX Nt).~AZ7t1~0~ "'""'"""°~"~"°5`r OFFICIAL REC~IPY litcrneotno ; war to1t11101 I~uwerl NILLJftM DfVi1CLH CagU1RC .., In1_ ,_,5790-nn i ~ 1 M i110N flTACCT troi~lui.a, rn Kola ~, 1 --~-- 4 ... _ ~~ ~- wl.lrw~r.rr•p •~yo.oo vz h[CtiflOQf ~r ~ '' rLV~ ~ C/tl Ulli.lPli 1x1r11GU, cl.vv~..r riMtY C. LC fl 'r,//I~t~~~ t gr,~CrtEtK~ otMl OCUigrClr N11.Lt1 f ~~ ~ nr<r~u.nor r,;ir., ~.' http://records.ccpa.netlweblink~ubi ic~rint/ImageDisplay.aspx?cache=yes&sessionkey=... 2/ 14/2011 EXN~IBIT C IN RE: IN THE COURT OF COMMON PLEAS ESTATE OF :ORPHANS' COURT DIVISION MARY CATHRYN THUMMA, :CUMBERLAND COUNTY, PENNSYLVANIA DECEASED 21-98-0161 ORPHANS COURT ORDER OF COURT AND NOW, this 15th day of November, 2012, upon consideration of the Petition for Citation, IT IS HEREBY ORDERED AND DIRECTED that Craig Boyd, Executor for the Estate of Mary Cathryn Thumma, deceased, is hereby cited to be and appear in Courtroom No. 2 on Friday, March 15, 2013 at 9:00 a.m. at the Cumberland County Courthouse, Carlisle, Pennsylvania, and then and there show cause, if there be any, why the Inheritance Tax in the estate should not be paid; and to further direct that the cost of this action be borne by the said Executor. IT IS FURTHER ORDERED AND DIRECTED that Craig Boyd, Executor for the Estate of Mary Cathryn Thumma, deceased, file an Answer to the Commonwealth's Petition on or before Friday, March 1, 2013. By the Court, M. L. Ebert, Jr., J. :~ r, -:~~ ~. ~: Lora Kulick, Esquire "`~~ Office of Chief Counsel ~ ~~• :__ PA Dept. of Revenue ~_-~:. --~ ` P. O. Box 281061 ~-= ` ~ ° - -_ Harrisburg, PA 17128-1061 ~~~ ~ ~~'•' ~ ~ `'~' ?--, ~-~ o - --;, ~~ ~~ Craig Boyd bas ORPHANS' COURT DIVISION COURT OF COMMON PLEAS Ol~ In Re: Mary Cathryn Thumma, Deceased CUMBERLAND COUNTY PENNSYLVANIA NO. 21-98-0161 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: 11/ JUDGE'S INITIALS: TIME STAMP DATE: IN RE: ORDER OF COURT SERVICE TO: CRAIG L BAIRD I:~ ~ I~ {([ 1 '(~ ~XCrs}i_ ~~; ANASTASIA-DEPARTMENT OF REVENUE METHOD OF MAILING: ® LISPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: 11/16/12 ENVELOPES PROVIDED BY: ® PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT SERVICE TO: LORA KULICK METHOD OF MAILING: ® LISPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: 11/16/12 ENVELOPES PROVIDED BY: ^ PETITIONER ^ JUDGE ® CLERK OF ORPHANS COURT f~ -' +^ ~ ~ -1 ~~ ~1~~ - `~ ire j,? j,~',, ~_, Deputy ~ Clerk of Orphans' Court ', , Pa. O.C.~Ru~le 6.12 9STATUS REPORT REGISTER OF WILLS OF ~- ~J~r~/~'~'~ COUNTY, PENNSYLVANIA Name o f Decedent:__~1y~1 ~7~j~ .~/ Date of Death: File Number:_ ~ g~ - ~~ Pursuant to Pa. O.C. Rule 6.12, 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 J~J'No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: ~ ~~~ ~~ 3 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 b. The sepazate 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 ^ 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 atta e o this report. - - - - - __ ~~ _ _~ . ~C'12--- Date / ,--- ~ Signature of Person Filing this Form La_ t°"? C77 ~`~ ~ Capacity: ^Perso Representative ~ounsel t.a.t ....i _ .., ~ R.. y. tom' ~: ~;;, ~~ ~ ~ Name of Person Filing tkis Form O,~ ~S ~ / ~ ~ ~~ ~~ ~ J t~ t.~.l~ ~ CIS ~ ~ ..,~ ~ i % .Q . Address /~ /~ ~ ~ / /~ ~,d~ 4 Ch t . ~ C3 C!.' [~ L~ W ~ "" ~ O ~ ~~~~~ ~ ~~ ~ ~-- CL~L, Telephone r 2 0'I 0'I 9 S 0 S 2 '[ 0'[ 0'[ 9 5 0 S'C 6 aP!S ~~- A O WslOd ~tlNl'J O 3S 3Stl3~d G ~ 1 ~~ ~~~ ~S f 9 ~ ss3aaad J~ ^31`dO 3nllt/1N S3 3a 1 a3H10 a3a~! 3af11VNJIS oc~L nti j~e ~- ~ Nanl3a ~I Ilid aOdd~S a NOSa~d d0 3an~tN`JIS 31`d0 •a6palnnou~ due sey ~a~eda~d yo~ynn;o uollew~o;ul pe uo paseq sl anlleluasa~da~ leuos~ad ayl ueyl ~aylo ~a~eda~d;o uolle~eloa0 ~alaldwoo pue loa~~oo 'anal sl 1! 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A / I Decedent's Complete Address: ~' l/`~ / __ STREET ADDRESS cITY STATE i~ ZIP Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments _ B. Discount 3. Interest -~~~-~-- 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, 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. (5) 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 :.......................................................................................... ^J [~ b. retain the right to designate who shall use the property transferred or its income : ............................................ ^ [~' c. retain a reversionary interest; or .......................................................................................................................... ^ d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ 0 3. Did decedent own <~n "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 other non-probate property, which contains a beneficiary designation? ........................................................................................................................ ^ }~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. .. - _. '~ r.~, .:^5.~~1`.;t'°"~`~i'_- %';Frti ,'.4`3`'x`' '~ 4. ~;i~... •{.. For dates of death on or after July 1; 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt 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 21 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 percent [72 P.S. §9116(a)(1.2)]. • The tax rate imposed on the nest value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116(1.2) (72 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Total Credits (A + B) (2) ~ C~ ~ y (3) ~~~~ GEORGIA, COLQUITT COUNTY. I, MARY CATHRYN THIIMMA, of Colquitt County, Georgia, being of sound and disposing mind and memory, hereby revoking all others heretofore made by me, do make, publish and declare mq Last Will and Testament as follows: ITEM I I wish my body buried in Westminister Cemetery, Carlisle, Pennsylvania, in a suitable manner and a suitable memorial erected and the coat thereof paid out of my estate. I desire that Ewing Brothers Funeral Home, Carlisle, Pennsylvania, be in charge of my burial and if I die in Georgia, that Greene-Gregory Funeral Home handle the necessary arrangements in Georgia. ITEM II I desire that all of my just debts be paid as soon as practicable. ITEM.III I give, bequeath and devise to my husband, Whilmer H. Thumma, all of my property, real, personal, tangible and intangi- ble, and of whatever kind and nature and wherever located. ITEM IV If my said husband does not survive me, I give, bequeath and devise my'said property as follows: ~,~ (a) I give and bequeath the corner cupboard (which belonged to my husband's mother) to Ulmont V. Boyd. (b) I give and bequeath my husband's old photo album and the pictures therein to Ulmont V. Boyd. ' '~^~ (`c) I give and bequeath my husband's Cannon Camera ~~.../'~'~ ~ AEI to Craig Boyd. ~~. v .~ ~~~~ ~~„ -~(d) ~I give and bequeath my one-ka Mary Boyd. (e) I give and bequeath $1,000.00 to Anna Mae Finkecibinder. • (f) I give and bequeath $1,000.00 to Betty Jane Glick„ (g) After payment of my debts and expenses arising because of my death, and carrying out the above bequests, I give, devise and bequeath the teat and residue of my property to Ulmont V. Boyd. I desire that such residue of my property be sold and the funds distributed, such sale or sales to be as determined by my Executor. (h) If Ulmont V. Boyd predeceases me, all bequests and devises to him in this Will shall go to his son, Craig Boyd. (i) If there are not sufficient funds or property to carry out the cash bequests in paragraphs (e) and (f) above after payment of debts and expenses, those bequests shall be reduced equally, or abate, accordingly. (j) If either Ulmont V. Boyd or Craig Boyd act as Executor of this Will, my debts'-and other. expenses of my estate, and the cash bequests shall be paid before executor's commissions are paid and such commissions shall not be deducted in determin- ing the sufficiency of the eatate.to .pay the cash bequests. ITEM V The legatees under Chia Will are my husband's relatives, and their addresses at this time are as follows: Ulmont V. Boyd 736 Forge Road Carlisle, Pennsylvania 17013 (717) 249-5687 Anna Mae Finkenbinder 1150 Newville Road Carlisle, Pennsylvania 17013 ~ (717) 249-2872 Betty Jane (Carl) Glick P. 0. Box 528 Kenai, Alaska 99611 ~`~ /~ V ~J .4---~ 1 Page 2 of 4 Pages ~~ ~ os P^~s_._.~a~snLa?a~a~ ano ~Sm gleanbaq_ pua,.anin 1 ,,r~ ~ - ... __ ... _. Craig Boyd c/o Ulmont V. Boyd 736 Forge Road Carlisle, Pennsylvania 17013 • (717) 249-5687 Mary Boyd c/o Ulmont V. Boyd 736 Forge Road Carlisle, Pennsylvania 17013 I have two sisters living and some living nieces and nephews, but I do not desire that they have any of my property, and therefore' do not leave anything to any of them. ITEM VI I hereby constitute and appoint my husband, Whilmer H. Thumma, as Executor of this Will. If for any reason he fails or ceases to qualify or act, I appoint Ulmont V. Boyd as Executor. If for any reason he fails or ceases to qualify or act, I appoint Craig Boyd as Executor. If both of these fail or cease to qualify or act, I appoint A. J. Price as Executor. ITEM VII (a) In the management, care and disposition of my estate I confer upon the Executor of this Will, and the successors in office, the power to do all things and execute such instruments as may be deemed necessary or proper, including the following powers, all of which may be exercised without order of or report to any court: To sell, exchange or otherwise dispose of any property at any time held or acquired under Chia Will, at public or private sale, for cash or on terms, without advertisement, including the right to lease for any term notwithstanding the period of any trust and to grant options to buy for any period including a period beyond the duration of the trust; to renew any indebtedness as well as to borrow money, and to secure the same, by mortgaging, pledging and/or conveying any property of my estate; to invest without limitations upon the investments of -_ fiduciaries; and to vote corporate stock or other security for '~ any purpose. ~~ Page 3 of 4 Pages r .._.-- •,- •.-Y-...•.~.-.M.,.Cb)"'..::~ xecu or s a e require o~'fi'le any inventory v or appraisal or any annual or other returns or reports to any court or to give bond,' but shall.furni,ah a statement of receipts and disbursements at least annually to each person then entitled to income from my estate or any tru~t.- . _ C~a1/"' (SEAL '; MARY.C THRYN T UMMA Published, declared and exechEed by ~ry Cathryn Thumma, as her Laet Will and Testament, on the'' 4 day of September,. ', i I 1985, she signing in our presence, and we signing in her presence and in the presence of each other, and at her special instance a d e at. `. _ , ~~~ , Moultrie, Georgia ~___ Q•~ ~ ~~ , Moultrie, Georgia .. .~ ,' +.-. ~. "~ ;~ ~.. r~ ....J ~t,,. _ L ~ ~'"' l31 ui J C:, ti Page 4 of 4 Pages ~~ r5-7rY COMMONWEALTH OF PENNSYLVANIA ' `~ DEPARTMENT OF REVENUE BUREAU OF INDIVIQUAL TAXES ~ PENNSYLVANIA -~ DEPT.280601 INHERITANCE AND ESTATE TAX NO A~ 2 0 0 0 3 REV-1162 EX (~i-96) HARRISBURG, PA 17128-0601 . OFFICIAL. RECEIPT RECEIVED FROM: r- AC N ASSESSMENT CONTROL AMOUNT NUMBER WILLIAM DANIELS ESQUIRE 101 .`5350.00 1 W HIGH STREET .CARLISLE, PA 17013 - FOLD HERE ESTATE INFORMATION: FILE NUMBER 1-1998-0161 SSN 174-05-1437 NAME OF DECEDENT (LAST) (FIRST) (MI) TH MMA MARY CATHRYN DATE OF PAYMENT 4 / 9 POSTMARK DATE o/oo/Qooo COUNTY DATE OF DEATH ncmrinna GRA I G L BDYD C/O WILLIAM DANIELS ESQUIRE SEALCHECK# 0001 TAXPAYEF~ FOLD HERE - TOTAL AMOUNT PAID Y+350. 00 VZ RECEIVED BY -mil/ MARY C. L S REGISTER WILLS i 0 J ~ T REV-1502 EX+ (11-08) ~ Pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETI'~RN REAL ESTATE RESIDENT DECEDENT ESTATE OF FILE NUMBER All real property owned solely or as a tenant m common must be r ported 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 that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. /~~.=~~/~~-'.~.~ ~'d/~~- ~Gz~C- ~--.L--J ~ C VO~~ ~ ~ ~, ~,~, ~ ~i'~' ~ ~ , ~i ~' ~ L,L`% fz%~ ~ ,~ ~~ ~ ~~~ ,5 ~~~, ~o ~Go ~J /~ e s ~ ~ ~~ TOTAL (Also enter on Line 1, Recapitulation.) I $ ~ rJ? G>G'c' If more space is needed, insert additional sheets of the same size. A. S@tt~f3fTt@~t $tat@tTl@flt U.S. Department of Housing t>~ and Urban Development , P B. Type of Loan OMB No. 2502-0285 1. FHA ~. FmHa 9. Conv. Unlna. 8. File Number 7. Loan Number 8. Mongage Insurance Case Number 4. Va S. Conv. Ins. C. Note: This form is furnished to give you a statement of actual settlement costs. Amounts paid to end by the settlement agent are shown, Items marked "(p.o.c.)"were paid outside the closing; they are shown here for informational purposes and are not included in the totals. D. Name and Addrau of Borrower E. Name and Address of Seller F. Noma antl Mdreas of Lender Harold S. Davis Craig Boyd, Executor None Linda L. Davis Estate of Mary Cathryn 1 Sheffield Drive Thutttma Dillsburg, PA 17019 G. Propany Loulion „ ,, ... .. 11 west Springville Road Soiling Springs, PA 17007 100. Gross Amount due From Borrower John C. Zepp, III Place of Salllamenl 205 Farmers Trust Bldg One West High Street Carlisle,-PA 17013 K. Summary of 5aller's Transaction dnn Rrnaa Amnnns n„e ~.. e..u_. tut . L:ontract sales rice 6 3 0 0 0. 0 0 401. Contract sales rice 6 3 0 0 0 0 0 102. Personal ro er 402. Personal ro art . 103. Settlement char es to borrower line 1400 1060.50 403. 104. 404. t05. 405. Ad ustments for Items old b seller In a dvance Ad ustments for Items old b seller In adv ance 106. Ci /town taxes to 406. Clt /town taxes to 107. County taxes 7 3 0 to12 31 9 8 6 8.03 407. Coun taxes 7 3 0 to 12 31 98 6 8 0 3 108. Assessments to 408. Assessments to . 1os. School 7 30-6 30 99 682.50 ao9. school 7 30-6 30 99 682 50 110. a1o. . 111. 411. 112. 412. 120. Gross Amount Due From Borrower 6 4 811.03 420. Gross Amount Due to Sell 200. Arraunts Pald B l>r In Bohall OI Borrower er 6 3 7 5 0 . 5 3 500. Reduglons In Amount Due To Seller 201. De sit or earnest mone 6 3 0 0 . 0 0 501. Excess de sit see Instructions 202. Princl al amount of new loans 2 502. Settlement char es to seller line 1400 15 9 2 9 9 03. Existln loans taken sub'ect to . 503. Existin loan s taken sub'ect to 204. 205. 504. Pa off of first mort a e loan 5 2 0 0 0. 0 0 206. 505. Pa otf of second mort a e loan 506. 207. 507. 208. 508. 209. 509. Ad ustments for Items un aid b seller Ad ustments for Items un aid b seller 210. Ciry/town taxes to 510. Cit /town taxes to 211. County taxes to 511. Coun taxes to 212. Assessments to 512. Assessments to 213. 513. 214. 514. 215. 515. 216. 516. 217. 5 17. 218 5 1 B. 219' 5 19. 220. Total Peld B /For Borrower 6 3 0 0 0 0 5 20 T t l R d . ann r•..~ w. o_..~_~__. . o a e uction Amount Due Seller S ~ S q ~ q a ' --" -"""' ' """' •" """~°°r 800. Cash At Settlement To/From Seller Sot. Gross Amount due from borrower line t20 6 4 811.0 3 601. Gross amount due to seller line 420 302. Less amounts aid b /lor borrower line 220 6 3 0 0 . 0 0 602. Lase reductions in amt. due seller line 520 5 3 5 9 2 . 9 9 303. Cash X From OTo Borrower 58511.03 803. Cash X To ~~From Seller 10157.54 ,, The inlormalbn contained in Blacks E. G, H and I and on line 401 (or, tl Opt b aatsriaketl, lines 463 end 404( is important laz in(ormalion and is being lurniehed to Iha Imernal Rsvsnue Service. IF you ors required to rile a reWrn, s negligence penally or olhar sancllon will bs Imposetl on you Blhie Hem is requiretl to be reportetl by you antl the IRS tlelermines that it has nor been reported. 7/30/98 Page 1 of 2 HUD~1 MicroNove Sygama, Inc. 1 (800) 23f5-1600 1/g3 RESPA, HB 4305'2 700. Total Salsa/Broker's Commission based on rice $ 6 3 0 0 0 . 0 Q %= 0 Paid From Paid From Division of Commission line 700 as follows: Borrower's Seller's 701. $ to Funds at Funds at 702. $ to Settlement Settlement 7n3 r:nm micelnn naiH at Canlamonl 704. ~ ~ 800. Items Payable In Connection Wlth Loan 801. Loan Ori ination Fee % 802. Loan Discount % 803. Appraisal Fee to 804. Credit Report to 805. Lender's Ins ection Fee BO6. Mort a e Insurance A lication Fee to 807. Assumption Fee eoe. _ 809. 810. 811. 900. Items Required Ry Lender To De Paid fn Advance 90t'Inlerestirom to $ /da 902. Mart a e Insurance Premium for months to 903. Hazard Insurance Premium for ears to 904. eats t0 905. 1000. Fleservas Deposited Wlth Lender 1001. Hazardlnsurance months $ er month 1002. Mortga a Insurance monthsQ$ ~ er month 1003. Ci ro art taxes months $ er month 1004. County Proper taxes months $ er month 1005. Annual assessments months $ er month 1006. __ months $ er month 1007. _ months $ er month 1008. months $ er month t 1 vv. t me cnarAes 1101. Settlement or closin lee to John C . Ze III 4 0 5 . 0 0 1102. Abstractor title search to 1103. Title examine i n to 11 4. Title insuranc binder to 1105. Document re aration to 1106. Nola fees to 1107. Attorney's lees to P7i.lliam Daniels Es airs POC includes above items numbers: 1108. Title insurance to includes above items numbers: ' 1109. lender's covers e $ 1110. Owner's covers e $ 1111. 1112. 1113. t ~uu. uvvernment necoratng aria t ranater rrnarAea 1201. Recordin fees: Deed$ 2 5. 5 0 ;Mort a e$ •Releases$ 4 2. 0 0 2 5. 5 0 4 2. 0 0 1202. Cit /coun tax/slam s: Deed $ 63 0 . 0 0 ;Mort a e $ 6 3 0 . 0 0 1203. State tax/slam s: Deed $ 6 3 0. 0 0 ;Mort a e$ 6 3 0. 0 0 1204. 1205. roue. nuuruvnal oememem unar ea 1301. Survey td 1302. Pest ins ection to 1303. 13oa. Robert Caines 1998 Tw Count 177.37 1305. Robert Ca nes 1998-99 School 743.62 1400. Total Settlement Char se enter on lines 103, Section J and 502, Section 10 6 0 . 5 0 15 92.9 9 CERTIFICATION I have urelully reviewed the HUD•1 Saltlemenl Statement and to the beM of my knowled a and belief, k I rue and accurate statement of all receipts and tlisbursements made on~ccount o`r ,b~y,m~ 'r Iransaclbn. I runher certity That I haw rewlved a copy o HUD•1 Se la e I Statsme _H[a/a r ,/ SSN/ rold S. Davis C g yd, Executor SSNI Lin a L. Da is Mary Cathryn Thumma 8onowwrs ~ Sellers The HUD• 1 Settlement Slatemenl a rsparsd is a true 8 ac urale exeunt or that Iransagbn. I have caused the funds to be disbursed in accordance wkh this atatemenl. John C. Zepp, III July 30, 1988 Settlement Agent Dels WARNING: II is a crime to knowingly ma false merits to the Unead Slates on this or any other similar term. Penalties upon conviction can include a fine and imprisonment. For tleteJe see: Tale 1B: 11.5. Code Section and Sectbn tOtO. Pape 2 or 2 A w .APPRAISAL CERTIFICATE I hereby certify that upon application for valuation by: THE ESTATE OF MARY C. THUMMA the undersigned personally inspected the following described property: A1:1 that certain lot of ground situate in South Middleton Township, Cumberland County, Pennsylvania, bounded and de- scribed as follows: Beginning at a point in the center of the pubic road leading from the Carlisle-Bailing Springs Road at Springville, to the Boiling Springs-Craighead Road, which point is the Northeast corner of land of Oren Negley; thence by land of said Negley, South 12 degrees East 213.20 feet to a stake; thence along land now or formerly of the South Middleton Township School District North 80 degrees East 60 feet to an iron pi.n; thence by land formerly of Roy E. Barrick and Viola M. Barz•ick, his wife, now of Ray Paxton and wife, and through an iron pin at the side of the aforesaid Springville Road, North 12 degrees West 213.72 feet to a spike in the center of the aforesaid Springville Road; thence along the center of said Springville Road South 79 degrees 30 minutes West 60 feet to a spike, the place of beginning, and being improved with a frame ranch dwelling house. 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 January 29, 1998 is: SIXTY-FIVE THOUSAND DOLLARS $65,000 The property was appraised as a whole, subject to the contingent and limiting conditions outlined herein. ~~~~~ Larry E. Foote Chief Appraiser R,EV-1503 EX+ (6-98) Y' ., ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF /i/ ~'I ~~ u~ E~ `" ~~ C~ ~~ _ ~ All property jointly-owned with right of survivorship must be disrlnspd ~~ sr6uAuln ~ (.~ ~_ ..._._ ..r...... ~~ ~~~~~c~, i~iacn auuui~nai s~~tl@l5 Ot Ilte Safi18 SIZ2) k • ~ . e WELLPOINT HEALTH NETWORKS INC. MIS REORGANIZATION DEPARTMENT P.O. BOX 3302 SO HACKENSACK, NJ 07606 IN PAYMENT OF THE MERGER CONSIDERATION OF $1196.59 FOR EACH SHARE OF THE CLASS "A" COMMON STOCK OF CERULEAN COMPANIES INC. 001-751-94CERCLA CRAIG BOYD EX , EST CATHYRN THUMMA ATTN WILLIAM DANIELS 1 WEST HIGH ST CARLYDE PA 17013 I~CCOUNT KEY `~ RECAP NUMBER 0034 STATEMEPJ2' OF SHARES EXCHANGED BLOCK- ITEM LT# JOB# EXCHANFGED PAYMENT DIVIDEND P4 1582 0001 054662326 081202 S.OOOU 5,982.95 .00 `.. 'CHEeK°-NTJMBER-.---•°GROSS- ANOUtQT . °° °WITHHELD ..AMOUNT°°-~.-tHF:CK..AMOUNT.. _ . °•CHECK DATE °~ • -- -WINDOW_ ;'ICKET ~°.. _.. . 990].1395 5,982.95 .00 5,982.95 10/22/2001 REV-1504 EX «(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Include the proceeds of litigation and the ITEM NUMBER 1. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. VALUE AT DATE DESCRIPTION OF DEATH ~Q 1 G3 ~`, ~G TOTAL (Also enter on line 5, Recapitulation) I $ '~' (If more space Is needed, Insert addltlonal sheets of the same size) '- ~~ -~~1~--;~~ Keystone Financial PO BOX 708 ALTOONA, PA 16601 March 27, 1998 Humer & Daniels Law Offices 205 Farmers 'T'rust Building One West High Street Carlisle, PA 17013 Dear Attorney Daniels: SUBJECT: Mary Catherine Thumma In reference to the above Financial Trust Company account, we wish to advise the following: now Checking account No 868795 opened 5/31/88 titled M. C. Thumma. Balance date of death January 29, 1~>98 was $2,428.35 which includes $2.37 accrued interest. Interest paid January 1, 1998 to January 29, 1998 was $3.95. If you have any questions please feel free to call me at (814) 941-5713. Sincerely, Renee Orr Operations Associate FINAL SETTLEMENT Date ~ ~ '~~ OWNER c~~Cl ~~l ~ ~- ~~leY~ l ~~-I ~l'Y)~'~'!7~ Address Date of Sale ~ -~" ` U Sale Location Auctioneer ~-~ v~ ` f` f ~i L Clerk Cashier Other PROCEEDS OF SALE: Cash .______________________________________________ $~ --~--• Checks-------------------------------------------- ~c~3~-~,l~U Other -----------------------------------------------------------------------------------------~ Miscellaneous (see attached list) ___________ TOTAL PROCEEDS OF SALE ______________________ $ ~ ~ d ~ ~~ LESS SELLER'S SALE EXPENSE: Auctioneer's Fee------------------------------------------------------------------- $..~ ~ ~ - 0~~ ~ ~~~ Other Seller's Expenses ~ti . r _ n~S °~ ~ f~L~- ~ (,~ ~, /~c~O ~~'~ C.~ Advanced by Auctioneer: .•~~c, `~.~ ~ ~ a~~ ' C Ate/ ~R~ ~ ©0 ~' ~.-~. ~~..~ -~ t~ c~ r' `~ I- ~-I a7~a _ ~ (J-~ + ~` ~a ~D, Old ~ ~~. s ~~ C ~, 0~ y. Miscellaneous (see attached tist) _____________________________________________. P17~ --.r~-~ ~ ~,~ ~ f DEDUCT TOTAL SELLER'S SALE EXPENSE _______________________________ $ f~ • W ~~~t~~C~ ~ ' •~~ TOTAL NET PROCEEDS TO SELLER _________________ $ ~-~ c~0 y I, (or we), the seller of goods, merchandise, and/or property sold at public auction on above date and location, acknowledge and accept this settlement of proceeds of sale. I (or we) agree to acxept all responsibility for providing merchantable title to all goods, merchandise, and/or property sold, and for delivery of title to the purchaser. (Date) (Seller's Signature) Auctioneer or Cashier's Signature (Seller's Signature) Form No. FS Reorder from: MISSOURI AUCTION SCHOOL Phone 1-800-835-1955 ~-~ ;,% .- ~'. c~ ~ ~~ ~/i~?~" / - °1~ y/.GGI`f~.1C.C';~.!-efr~L2ct'l C~~`~r~.a*-y.:, ~(~ C~~e~~y~/'c~.,.~y~e~..1~ttsZ~+ ~.~Gf.E==~'s~f_,C 1`Jl e~^ ;: ' ~_,G.~1;r.G.. ~~~1~"~srs~.-G..-1 c.;as:~-6t.~sw2/r,.~.,~~~~ ~ ~'~1.~„~, ,~ __. ~~. /l ~~ Cam.-,~.r~.~ _... ~~ ~"~ ~~ , `-~1 i ~: ~~~-~_~a G ~~ __ -~-~- ~' /~ ~ '`~--~" ~ .~/f ms's~'~cL~ ~' ~ ~ i TJ ~aZ oar la ~ ~`'-' ~ // ~ ~": /~ ~') "V ~/ 9. /G' ~~ ~~ ~ ~~ %D °' /~ ~ ~'J ~G ~'D ~~ ~ _.,~'4-c'-~C~-~`/ 6%'a~G'1~,~1CG~ ~ ErE :Z~ /~.~_~/'~cLe-r ~1 > ~ - ~~ G ~, 4 ~ ` ,~ U --~~ ..:~zf.`~ ~x~~~.~-try-~~.~ ' d? i°C, i ~ ~ - /~ .~ ~ d4 l~Z ~ o~...~!',,;~'~ -fit ,~~ ~, ~. J i y , ~ .. ~ ,,. -~ ~ ~ ~ ~-' .%~,1 t-cam..-~.~:~,~-~i~' ' - ' /a G. //y~ :. ,. U /, r -~¢ / ~ -~z--~2-c~~l~'..-a sic=e:t-~`P.. ~~'O .~-, `7 2 ~l~ - a~r~ -~ ? ry"~ ~o-Z ~~' i ~ R ~ (/, + /~ ~~~ ~:.~.G¢.c~~ ~~ca-•c~-,~~--.~-;~'~.~~~ ~f ^ l_. fit' -C V / i i / ~~ ~~ ~~ ~- ~~- ac ~`~ ~' ~ G'n '' . ;~~ , . i' ~ /' ~ ~ S ~.1zGr~.~ ~ ~_~-.cam-..'" .a~_~~ ~ v2d 2 .~~~ ~ ~~ ~Q2.~~i~~ i~~~ ROY D. GOTT r-~;=;~ - ,~~ / ~~ BOILING SPRINGS, PA 17007, REV-1511 EX+ (10-06) • ~ SCNEDI~ILE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Debts o decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. .Z . fir r~fZL. f~ /`a'a-'~jx'i~ /?/ ~ r- [ii Cc j' ~ -~ ~'z' t B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) C ~/,~> G L s( Street Address ~~ ~` ~~.~~ __~~ _ ~ltiG' City /~~, ~~t~~ t~ State Zip / ~~~ -..-- Year(s) Commission Paid: t- 2~ Attorney Fees f~ ~~r ~ ~~'~~C Lf 3• Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant --- __ --- -- - Street Address ~ ~~' Ga City State Zip ____ __ Relationship of Claimant to Decedent 4. Probate Fees / ~ ~ ~s~< _ ~~, ~~ f• 5. Fees ~C/ t/ , ~/~ 5.;~~ ter. C~ /i-~~c ~~~-~' 6. s ~~< GG' 7. ~~~ ,,~ ,-. ,~ .fit,,, ,7~`~,~~.'f ~ ~S ~!t~-s ~..~:r'~-~-~`~ ~O ~'l? L4 amide sc,~:r,,.~. ~zz _ z..c ~ ~z ~ ,.~ ~a'~ _ `~ ~ 6~~ ~~~ C c~S'.liy~~~ /f ~ G~ja-n,..c-c:- ~ /~~~rz ~i.C.~-~ I.~ `-~~.S,ry/f ~'G'. G-l~ / .71 . ~~c+ C C ~r~/y ~~ /~? S`n- ~ c~ ,-f- ~. i 'S' % c~~•~t/ / ~- C ~= G"!i Si ~ TOTAL (Also enter on line 9, Recapitulation) $ (f ~ 2 ~ ~ Ci (o (If more space is needed, insert additional sheets of the same size) REV-151k EX+(10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS 2_ ESTATE OF FILE NUM R Deb'fs of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. 1 2. 3. 4. 5. 6. 13 ~~ ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address City Year(s) Commission Paid: State Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City ___ State Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees Zip Zip ~~~>~ ~GG? ~~G ° ~'~~ TOTAL (Also enter on line 9, Recapitulation) $ ~ ~ ~ ~~ (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-03) SCHEDULE 1 COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT] INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ~ ESTATE 0 FILE NUMBER Report debts incurred by the decedent prior to de h which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ,~~~~ ~~ ~~~s 23 ~ ~~ ~-~.~~~ ~3~ ~~~~ ~~.~ ~~ C J~ ~~ ,~ '~ J~ %~ ~~~„~ TOTAL (Also enter on line 10, Recapitulation) $ ~ ~~ (If more space is needed, insert additional sheets of the same size) ~ . ' REV-1512~EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ~~- 2 ESTATE OF ~-~ ~ FILE NUMBER Report debts incurred by the dece entC prior to death w ich remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ' ' ~ .S~-7~ ~ ,~ Gd - ~~ c~~. ~,- ~- ~-- ~~' "'i~r ~~ ~ y 9 ,~~ /~ ~~ ~~~ ~. ,~~ ~ ~n~rr~ ~~` ~~~~~~s ~~~N~ TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) ~ii~f ~~.~/ ~ ~ noN ~~G 3~~.3~ ~y3,~Z (/(/ Os V Lam', ~ lrg~. ~. ~~, a~ ~'f~7r ~~ ~~~~ ~v ~~~ z .~~1 _~s Financial Trus A Keystone Community Bank Deposit Statehrent January 09, 1998 to February 09, 1998 M C THUMMA 11 W SPRINGVILLE RD BOILING SPRGS PA 17007-9739 Page 1 of 2 C~ ~G ~ ~`~~ I i Number of Statement Enclosures: 7 For information regarding this statement, call: 717-243-3212 THF, NEW LOOK OF YOUR STATEMENT IS A RESTJLT OF YOUR REntJEST TO lu1AKE IT EASIER TO READ AND RECONCILE YOUR ACCOUNT INFORMATION. PLEASE CONTINUE~`f0 LET US KNOW HOW WE CAN BETTER SERVE YOU. .I~~yClassie Interest Cherktng ,: ;;, ; Account Title M C Thumma Account Number 868795 Beginning Balance 1Vumber $ 2,965.77 ~ 2 nits Witlulrawals Amoemt Number Amount Fees $ 606.00 I 7 I $ 731.40 ~ $ 0.00 Interest Ending Paid Balance $ 3.57 $ 2,843.94 Deposit Transactions Date Atnon>7t Descrfptfon U2-03 606.00 DIRECT DEPOSIT US TREASURY 303 SUC SEC 02-09 3.57 INTEREST Checks ate Amnunt Nnntber Date Amount Number __ _, ~ Date ~'.- Anount __ .__._ Number U1-12 U1-20 U2-OS 333.70 8,86. 50 0 2297 2298 ~p]~~_ _ 1~ / ` 130A 23 U 02-03 ~~ 11.61 2303 , . 0 ~ 2299 01-27 181.00 2302 ~ ' 4n asterisk (*) indicates akin he ck number sequence / / ~ [ ~ L~ I ~~ _ _ ~-- . j ~;_ GG' Daily Balances ~ -S ~ .~ Date Amount .Date Amount Hate 1 ~ ~~ Amount D1-09 U1-12 2,965.77 2 632 07 01-2? 01-28 2,442.21 U2-03 thy' ~ f ~ 2 890 37 D1-20 , . 2,623.21 01-30 ~SzIS-9~ 02 9 i . ~ l , . 2 843 ' 94 - - ` .~~`; _ , . 2 8 ~ ~ ~~<<~~ ~ ~ ~,..~ ~ ~1~3' r c~z- ~ ~ n 9i/ 2 ~. ~,„._. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE BUREAU OF FINANCIAL OPERATIONS TPL SECTION - CASUALTY UNIT PO BOX 8486 HARRISBURG, PA 17105 July 29, 1998 LAW OFFICES HUMER AND DANIELS 205 FARMERS TRUST BUILDING ONE WEST HIGH STREET CARLISLE PA 17013 RE : Mary Thumma CIS: 760 134 630 C/R: 21/0076328 SSN: 174-05-1437 Dear Attorney Daniels: I am in receipt of the financial statement you forwarded to me on July 28, 1998. I have reviewed the information and consent to the sale of Ms. Thumma's realty for $63,000 with the understanding that the proceeds from this sale and Ms. Thumma's other assets will go toward administrative costs and the payment of her mortgage. As noted in your correspondence and during our conversation of July 29, 1998, any funds remaining upon final accounting, including the possibility of additional assets, would be paid toward the Class 3 claim of the Department of Public Welfare. Thank you for your cooperation in this matter. If you have any further questions, please contact Elaine Wiest at (717)772 6246. Sincerely, ~,/ Carol S. Beery ~~ TPL Investigator Supervisor _ ` ..~ ( ', ,t r" ~ ~ ~ '~j f,i ~~ LAW OFFICES HUMEB BC DANIELS EOb FAaMEaS TRUST BUILDING ONE WEST HIC3A STREET WILLIAM S. DANIELS CARLISLE, PENNSYLVANIA 17013 NAMES $. HUMER (1888) (717) 243-3831 July 27, 1998 Ms Carole Beery TPL Program Department of Public Welfare P.O. Bax 8486 Harrisburg, PA 17105 RE: Estate of Mary Cathryn Thumma, deceased SSN: 174-05-1437 CIS: 760-134-630 Dear Ms. .Beery: Pursuant to Ms. Elaine Wiest's letter of June 12, 1998, and our recent telephone conversation, this is to request a release from indebtedness prior to July 30, 1998 in order to satisfy subject debt in full and transfer clear title to decedent's real estate. Real and tangible personal property of the estate was sold at public sale on June 20, 1998. Conveyance of the real estate is scheduled for July 30, 1998. The realty sold for 563,000, at 97~ of its professionally appraised value; and the personalty sold for 56,210.22, substantially above its previously appraised value. Total assets of the estate are now estimated to be approximately 572,868.60. See copy of real estate appraisal and sale receipts attached. Liens against the estate total $113,683.89. They consist of a loan secured by mortgage to the USDA Rural Development in the amount of $67,357.82; an unsecured claim for housing rehabilitation under the Cumberland County HOME Program in the amount of $2,616; and the TPL debt in the amount of 542,499.79, of which $16,3641.01 is a Class 3 claim. Administrative costs and costs of sale are estimated to be an additional sum totalling $13,753.66. Accordingly, it is respectfully requested that an instrument to certify the resolution of this debt and to enable the conveyance of clear title be furnished the undersigned. Should further documentation be required to support this request, please do not hesitate to ask. Thank you for your cooperation throughout. vhd Sincerely, encls cc: Executor William S. Daniels Z %--~ '. ~, , COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE BUREAU OF FINANCIAL OPERATIONS TPL SECTION -CASUALTY UNIT PO BOX 8486 HARRISBURG, PA 17105 June 12, 1998 WILLIAM S DANIELS ESQ SUITE 205 ONE W HIGH ST CARLISLE PA 17013 EATATE OF: MARY C. THUMMA CIS: 760 134 630 C/R: 21/0076328 DATE OF BIRTH: 04/24/1912 SOCIAL SECURITY #: 174-05-1437 Dear Attorney Daniels: This correspondence is to verify our telephone conversation of today. The Department of Public Welfare maintains a claim in the amount of $42,499.79, against the above-mentioned estate. The Probate Estate is responsible to reimburse the department according to Act 49, 62 P.S. 1412, effective August 15, 1994, as amended by Act 20-95, effective June 30, 1995. The departments Class 3 claim, namely, $16,364.01, and Class 6 claim, namely $26,135.78 must fallow the Decedents, Estates, an Fiduciaries Code, 20 Pa. C.S.A. 3392(3) for distribution. You informed the department of real estate and personal effects being placed on Auction, June 20, 1998. The department requires that a property be sold for fair rnarket value, or at least up to 90% of fair market value, anything below this figure must be approved by the department showing just cause. The appraisal sheets and real estate settlement sheets must be presented to ttie department on all sales. Your cooperation is appreciated. If you have any questions regarding this matter, please feel free to contact me. Sincerely, c~7~ I r~ ElaT~ine Wiest ~, TPL Program Investigator (717) 772-6246 (717) 772-6553 FAX EW WILLIAM S. DANIELS LAW OFFICES HUMEE BC DANIELS 20b FABMEES TB UST BUILDING ONE WEST $I6Ii STREET CARLISLE, PENNSYLVANIA 17013 (717) 293-3831 June 9, 1998 Commonwealth of Pennsylvania Department of Public Welfare Bureau of Financial Operations TPL Section--Casualty Unit P.O. Box 8486 Harrisburg, PA 17105 Attention: Ms. Elaine Wiest Program Investigator RE: Estate of Mary Cathryn Thumma, Deceased SSN 174-05-1437 Dear Ms. Wiest: =~ ~'~ ;~~~~~~ _.:.% } f t _ . +. L) cTAMES A. HUMER (1988) This is to acknowledge receipt of your letter with Statement of Claim for referenced decedent. The matter was reviewed with the Executor, Craig Boyd, and there is no basis for exceptions being taken to said claim. It appears that this estate may indeed be subject to Section 3392 of Title 20 of the Pennsylvania Statutes (20 Pa.C.S.A. §3392), wherein the Probate, Estates and Fiduciaries Code makes provisions for estates if applicable assets are insufficient to pay all proper charges and claims in full. The primary asset, decedent's real estate at 11 West Springville Road, Boiling Springs, Cumberland County, PA 17007, is intended to be offered at auction on June 20, 1998, along with her tangible personal property. It is uncertain whether a public or private sale will be successful in disposing of the real property at reasonable value. Accordingly, the estate accounting is not completed; however, a copy of the inheritance tax return shall be forwarded to you as soon as feasible. Thank you for your cooperation, and please don't hesitate to inquire of me further as appropriate. Sincerely, ~ ' ~ ~ vhd '~ ~~~ cc: Executor William S. Daniels ~ ,~,~~ r ~ ~~ `~.~' ~ ~ ~4 ~~ ~ ~ ~~~ ~ , COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE BUREAU OF FINANCIAL OPERATIONS TPL SECTION -CASUALTY UNIT P.O. BOX 8488 HARRISBURG, PA 17105 May 21, 1998 WILLIAM S DANIELS ESQ SUITE 205 ONE W HIGH ST CARLISLE PA 17013 WZLLIAM S. DANIELS, ESQUIRE Dear Attorney Daniels: Estate of: MARY C. THUMMA CIS #`: 760 134 630 C/R: 21/0076328 Date of Birth: 04/24/1912 Social Security ~: 174-05-1437 Please be advised that the Department of Public Welfare maintains a claim in the amount of 542,499.79, against the above-mentioned estate. This claim is for restitution of medical assistance granted on behalf of the decedent for which the Probate Estate ie now responsible to reimburse the Department according to Act 49, 62 P.S. 1412, effective August 15, 1994, as amended by Act 20-95, effective June 30, 1995. Enclosed is the Department's itemized Statement of Claim. A portion of this medical expense, namely 516,364.01, was incurred during the last six months of the decedent's life; therefore, it is a Class 3 claim pursuant to Section 3392 of the Decedents, Estates, an Fiduciaries Code, 20 Pa. C.S.A. 3392(3). The balance of the claim, namely 526,135.78, is to be entered as a priority Class 6 claim against the estate. Please l4k~Iip~~ijjjiij~{''~'~'f`,~"' of this letter and advise whether the Commonwealth' s ~ cYaia' ~~''s"`a~m3:ttei~ and when payment may ba expected . I f the estate accounting is complete, please provide a copy. Sincerely, Ela ne Wies TPL Program Investigator (717)772-6246 (717)772-6553 FAX Enclosure: Statement of Claim ADDENDUM: If applicable, Long Term Care coats for August 1994, reflect dates of service August 15, 1994 to August 31, 1994. EW ~~DATE: 05/21/9$ >'~ !i NAME' THUMMA, MARY ID 760134630 MEDICAL ~1 y'. ~ . ~. ~ ~'.~ ........................... . '•E>~>E'•`•.L`.GR~.Sa`. INPATIENT 0.00 0.00 OUTPATIENT 0.00 75.36 LONG TERM CARE 15,475.26 25,127.02 DRUG 888.75 933.40 16 364.01 26 135.78 42 499.79 COMMONWEALTH pF»PENNSYLVANIA DEPARTMENT OE'PUBLIC WELFARE STATEMENT OF CLAIM REV-1513 EX+ (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER 7`~ ~r"/~~ ~ r~ ~ ~ Zr ~~~ - r~" NUMBER NAME ANG ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)) 1. ~~ ~j ~~ l~ L~~ ~,-~ ~z~=s'~~ ~~ ~~'j ~~~~ ~ ~ ~ ~ ~° ~z?l~ C ~ ~ '~ ~. ,~ ~'o. ry~~u ~~~ ~rs~~ P~ ~ ~l~ 3 . ,~~=~Tr ~~-~r- G~~ ~k ,~~~~~L=~,~ ~.~ ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THR OUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $ (If more space is needed, insert additional sheets of the same size) tr r . .. CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: MARY CATHRYN THUMMA Date of Death: January 29, 1998 Will Book No. Page Administration No. 219-0161 To the Register: s-~-rr I certify that notice of beneficial interest 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 March 21, 1998. Name Craig Boyd Mary Boyd Betty Jane Glick Address 12 Bottom Lane Newville, PA 17241 736 Forge Road Carlisle, PA 17013 P.O. Box 528 Kenai, Alaska 99611 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: Anna Mae Finkenbinder, de sed 7/20/92. ~._ / ' ~-~ Date: '- March 23, 1998 ,~,Z~! -r~-~-y~ Name: William S. Daniels Address: One West High Street '~'' Carlisle, PA 17013 Telephone: (717) 243-3831 Capacity: Counsel for personal representative ~:: IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ORPHANS' COURT DIVISION ESTATE OF MARY CATHRYN THUMMA, : DECEASED NO. 21 98-0161 PRAECIPE TO DISCONTINUE WITHOUT PREJUDICE To Glenda Farner Strasbaugh, Clerk of Orphans' Court and Register of Wills: The above-captioned action is a Citation for failure to file an inheritance tax return. Please mark this action discontinued upon payment of costs by the Estate as the Executor of the Estate filed the inheritance tax return. DATE: March 13, 2013 ,tYta?j L o r Y A.'-4u-�Ti c k Attorney for Petitioner PA Department of Revenue Office of Chief Counsel U-3 < P.O. Box 281061 Cn U-) a_ _j I— Harrisburg, PA 17128-1061 Uj __j C-) w 7 C_> C> Attorney I . D. No. 69436 U_ C.') U_ Cam Uj _< W UJ w-,4 _j _j < C4 = Uj C> co C> UJ C> UJ rn cc C') pennsy(vania DEPARTMENT OF REVENUE March 13, 2013 Glenda Farner Strasbaugh Clerk of Orphans' Court and Register of Wills Court of Common Pleas of Cumberland County Orphans' Court Division Cumberland County Courthouse 1 Courthouse Square Room 102 Carlisle,PA 17013 Re: Estate of Mary Cathryn Thumma,deceased Court of Common Pleas of Cumberland County Orphans' Court Division No. 2198-0161 Citation for Failure to File an Inheritance Tax Return Dear Ms. Farner Strasbaugh: Enclosed for filing please find an original and one copy of the Commonwealth of Pennsylvania, Department of Revenue's Praecipe to Discontinue the Citation issued in the above-captioned Estate for failure to file an inheritance tax return. Please file the original and time-stamp the copy and return it to me in the enclosed, self-addressed, stamped envelope. As this matter is discontinued,please be advised that the March 15,2013 hearing regarding it should be removed from the Court's docket. Please contact me if you have any questions. Thank you for your assistance. Sincerely, rn C= C> M C-> =3 4D C> -0 V; = Lora A. Kulick rn n r— m rn Senior Counsel M CY )> Enclosures C-> C> C- ') C> > C_- M cc: Anastasia L. Dibartolomeo William S. Daniels,Esq. cn Craig L. Boyd LAK:dMM#44191 Office of Chief Counsel Lora A.Kulick I lkulick@pa.gov PO BOX 2810611 Harrisburg,PA 17128-10611 Phone:(717)346-4644 1 Fax:717.772.1459 1 wwrevenue.state,pa-us NOTICE OF INHERITANCE TAX � pennsy�van�a APPRAISEMENT, ALLOWANCE OR DISALLOWANGE DEPARTMENTOFREVENUE BUREAU oF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX INHERI7ANGE 7AX DIVISFON REY-1547 EX kFP Cd3-13? PO BOX 28060i HARRISBURG PA 17128-0601 t�������._� . , nAr� o�-��-ZOl3 ���`!� ��;_;'� (j�•�� `, 4,,,� ESTATE OF THUMMA MARY C DATE OF DEATH 02-29-1448 1�1.� �P�� �� �f{ x L� FILE NUMBER 21 98-0161 COUNTY CUMBERLAND WIL�IAM S DANIELS C�;.��'i�i � i' ACN 101 SUITE 205 APPEAL DATE: 06-28-2013 o t�E w t�z�t� s T {�ft P�A�I S' ��.�,:e�T {,See reverse side under Qb,Jections) CARLISLE PA(',(����LA�+�� ��.� s`�1 Ampunt Remitted�- �� MAKE CHECK PAYAB�E AND REMiT PAYMENT T0: REGISTER OF WILLS 1 CQURTHOUSE SQUARE CARLiSLE PA 17013 CUT ALONG THIS �INE �i RETAIN �OWER PORTION FOR YOUR RECtiRDS � ------------------------------------------------------------------------------------------- REV-1547 EX AFP CO2-13� NOTIGE OF INHERITANCE TAX APPRAISEMENT, ALLdWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF 7AJf ESTATE DFs THUMMA MARY CFILE N0. :21 98-Dlbl ACN: 101 DATE: 04-29-2D13 TAX RETURN WpS: C X) ACCEPTED AS fT�ED t } CHAN6ED APPRAISED VALUE OF RETURN BASED ON: aRIGINAL RETURN 2. Real Estate {Schedule A� {I} 63,dd0.00 NOTE: To ensure praper 2. Stocks and Bonds (Schedule B) �2� 5r9 8 2.95 cred3t to your account, .00 submit the upper portian 3. Closely He2d StocklPartnership Interest CSchedule C? C3} of this farm with yaur 4. Mortgages/Notes Receivable CSchedule D3 C4) �d� tax payment. 5. Cash!&ank Deposits/Misc. Personal Property CSchedule EJ (5) lOr2 28.0 3 b. Joint2y Owned Property {Schedule F) {6} .00 7. Transfers CSchedule G7 ��� «00 $, Total Assets {g} 79.210.9$ APPROVED DEDUGTIONS AND EXEMPTIONS: 9. FuneraZ ExpanseslAdm. CostslMisc. Expenses {Schedule H} �g} ll .$32.$b 10. Debts/Mortgage Liabilities/Liens (Schedule I) t10) 99=578.P5 il. Tatal Deductions {�1} I11�411.$1 12. Net Value of Tax Return �lp� 32�200.83- 13. Charitable/6overnmental &equests; Non-elected 9113 Trusts tSchacfule J} �lg} ��� 14. Net Value of Estate Sub7ect ta Tax t14) 32,2Q0.83- NQTE: If an assessa�ent was issued previously, Lines I4: I5, I6, !7, 18 andtor 19 will reflect figures that 3nclude the total of a11 returns assessed to date. ASSESSMENT OF TAX: 15. Amount af �ine 24 at spousal rate Clb} ��Q X �� _ •�� 16. Amount of Line 14 texable at lineal rate C16) -�� X 06 - .OQ 1�. Amount of Line 24 at sibli�g rate C17} , .QO X QO = .00 18. Amount of Line 14 taxable at collateral rate t18) .0 0 X 1 5 = .00 19. Principal Tax Due �lg�- ,00 TAX CREDIT3: PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTERESTIPEN PAID C-} AMOUNT PAID 04-28-1998 AA270003 .00 350.00 TQTAL TAX PAYMENT 350.00 BALANCE OF TAX DUE 350.00CR INTEREST AND PEN. .00 TOTA� DUE 350.QOCR � IF PAID AFTER IIATE INDICATED, SEE REVERSE IF 70TAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE FOR CA�CULATION dF ADDITIONAL INTEREST. A REFUPID. SEE REYERSE SIDE FDR INSTRUCTi�NS. ,�. RESERVATION: Estates of decedents dying on or before Dec. 12, 1982 -- if any future interest in the estate is transferred in possession or en�oyment 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.YO.appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rete on anv such future interest. PURPOSE OF NOTICE: To fulfill the requ3rements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: 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 �oney order payable to: REGISTER OF WILLS. AGENT. Failure to pay the tau, interest, and penalty due may result in the filin9 of a lien of record in the appropriate county, or the issuance of an Orphan's Court citation. REFUND CCR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by cowpleting an "Applicat3on for Refund af Pennsylvania lnheritance and Estate Tax" (REV-1313). Applications are available from the deoart�ent's web site at www.revenue.state.pa.us, any Register of Wills or Revenue District Office, or from the department's 24-hour answering service: 1-800-362-2050; services for taxpayers with special hearing and/or speaking needs: 1-800-447-3020 CTT only). OBJECTIONS: Any oarty in 3nterest not satisfied with the appraisment, allowance ar disallowance of deductions or assessnent of tax (including d3scount or interest) as shown on this notice may ob7ect within 60 days of the date of receipt of this notice by: A) Protest to the PA Department of Revenue, Board of Appeals, by filing a Drotest online at www.boardofappeals.state.pa.us on or before the 60 day appeal period expires. In order far an e ec ronic pro es o e valid, you must receive a confirmation number and processed date from the Board of Avaeals web site. You may also send a written protest to PA Departnent of Revenue, Board af Appeals P.O. Box 281021, Harrisburg, PA 17128-1021. Petitions may not be faxed: or B) Have the matter determined at the audit of the personal representative's account: or ADMIN- C) Appeal to the Orphans' Court. ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Departoent of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit. P.O. Box 280601. Harrisburg, PA 17128-0601 or call t717) 787-6505. See Pa9e 4 of "Instructions for Inheritance Tax Return for a Resident Decedent" CREV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tau due is paid within three calendar months after the decedent's death, a five percent discount of the tau paid is alloaed. PENALTY: The 15 percent tax a�nnesty non-participation penalty is computed on the total of the tax and interest assessed and not paid before Jan. 18, 1996, the first day after the end of the tau amnesty period. This non-participation penalty is aDDealable in the same manner and in the the same time period as vou would appeal the ta�c and interest that has been assessed as indicated on this notice. INTEREST: Interest 3s char9ed beginnin9 with first day of delinquencv, or nine months and one day froe the date of death, to the date of payment. Taxes which became delinquent before Jan. 1, 1982. bear interest at the rate of six percent per annuo calculated at a daily rate of 0.000164. All taues which became delinquent on and after Jan. 1, 1982, will bear interest at a rate ahich varies from year to year with the rate announced by the PA Depart�ent of Revenue. Rates for 1982 through 1999 ca� be found in the Pennsylvania Resident Instruction Booklet (REV-1501), the Pennsylvania Non-resident Instruction Booklet CREV-1736) or on the Depart�nent of Revenue Web site www.revenue.state.pa.us. The applicable interest rates for years 2000 through 2012 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 2000 SY. .000219 2001 9% .000247 2002 bi .000164 2003 5X .000137 2004 4i .000110 2005 5% .000137 2006 7X .000192 2007 8% .000219 2008 7% .OD0192 2009 5Y. .000137 2010 4% .000110 2011 3% .000082 2012 3Y. .000082 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR 15 days --Any notice issued after the tax becomes delinquent will reflect an interest calculation to on the beyond the date of the assessnent. If payment is made after the interest computation date shown notice, addit3onal interest must be calculated. RECORDED OFFICE OF REGISTER OF WILLS _IN J19N 31 PA 1 28 CLERK OF : ORPHAN S' COURTDIV]SION ORPHAIgS' COURT COURT OF COMMON PLEAS OF In Re: Estate of CUMBERLAND Cp.: P9UMBERLANDCOUNTY THUMMA MARY CATHRYN InENNSYLVANIA NO. 1998-00161 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: CRAIG BOYD Counsel for Personal Representative: DANIELS WILLIAM S Date of Decedent's Death: 1/29/1998 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his,her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice,pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given that you have ten(10)days to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will request that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 1/29/2014 Lisa M. Grayson, Esq. Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File RECORDED OFFICE OF REGISTER OF WILLS N 31 PA 1 B CLERK OF ORPHANS' COURT ORPHANS' COURT DIVISION CUMBERLAND CO., PA COURT OF COMMON PLEAS OF In Re: Estate of CUMBERLAND COUNTY THUMMA MARY CATHRYN PENNSYLVANIA NO. 1998-00161 NOTICE,OF FAILURE TO FILE STATUS REPORT Personal Representative: CRAIG BOYD Counsel for Personal Representative: DANIELS WILLIAM S Date of Decedent's Death: 1/29/1998 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice,pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given that you have ten (10)days to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will request that a Court conduct a(tearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 1/29/2014 Lisa M. Grayson, Esq. Clerk of the Orphans'Court Distribution: Personal Representative Counsel for Personal Representative Estate File Y Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF L M 6C:2/fit E4�COUNTY, PENNSYLVANIA Name of Decedent: P f I /k i A4 P4 ► "' �� �/ I t t �V A Date of Death: 19 � 7 O File Number: Pursuant to Pa. O.C. Rule 6.12, 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 J�No 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 0 N 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 ❑No d. Copies of receipts, releases,joinders and approvals of formal or ' rm accounts may be filed with the Clerk of the Orphans' Court and may e attach to thi report. Date Signature of Person Filing this Form Capacity: ❑Personal Representative R'Counsel C> Cn t Lt_ HI fR&e4MMfflthis Forni "' ° 1 WEST HIGH ST. STE, 205 E cs u o_ UAWL-I&L, PA 11013 p O cr a p Cr- N W ? -J CM W = M - hone U C9 O ti P W W C.') ForniRW-10 rev. 10.13.06 ^(b Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone : (717) 240-6345 Date : 1/05/2015 ry DANIELS WILLIAM S c ONE W HIGH STREET STE 205 -0 `— CARLISLE, PA 17013 ° r Ul rr a CT) .: c 1 D 4 1 _.ty c7 RE: Estate of THUMMA MARY CATHRYN crt n File Number: 1998-00161 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6 . 12 is due on the below listed date . As per the AMENDMENTS TO SUPREME COURT ORPHANS ' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992 , the personal representative or his counsel, within two (2) years of the decedent ' s death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 1/29/2015 Please feel free to contact this office with any questions you may have . If you have already filed your Status Report, please disregard this notice . Sincerel Lisa M. Grayson, sq. Clerk of the Orphans ' Court Pa. O.C. Ru le 6.12 STATUS REPORT REGISTER OF WILLS OF COUNTY, PENNSYLVANIA Name of Decedent: Date of Death: d q Jin �G File Numbe : q6i D UU 1 L I 0 Pursuant to Pa. O.C. Rule 6.12, 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 ANO" 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 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 ❑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 b L ched to this report. 7/-/- Date�f Signature of person Filing this Form Capacity: ❑Personal RepresentativeCounsel h leis. U I K Name of person Filing this Form n � i 1L Su t to6s LL_ Co Add v l _S) t 1 6 U Telephone L9 Q:- CC: C3 t.s r d wy,E G h— ( v CO _ � G' :I= LtJ Fo&W=1/0 r�/0.13.06� r,.l Lu LU O