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HomeMy WebLinkAbout96-00515 PETITION FOR PRODA TE and GRANT OF LETTERS No. .-RI-q(p -5/5 To: Registcr of Wills for the Deceased. CoulllY of Climb" r ] u nd in the Social Security No;:). lq -.( r,--,iii 4- I Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitloner(s), who is/are 18 years of age or older an the _ao Co- EXPclI tors in the last will of the above decedent, dated .1.. nll,"-,. 2:1 , and codlcil(s) dated ,'Ii' n: h ] 'j. ] 9% Estatcof I,ellllelh ,J, 1\('<lI-in also known as KFNNFTII KFC;III', named ,19.2.U- (allle relevant c1rCllmst4nC'CS. C.I. renuncialion, death oC ~ccutor, etc.) Decendent was domiciled at death In Cn r] i s 10. CIlmb0 r] "nr] " ; " last family or principal residence at County. Pennsylvania, with It \0 .1.<1.- \, "';-'''1) (list serm, number and muncipaJiIY) ;tl,( .',,( , - 7.') Decendent, then years of age, died at r:1rlic::.lt"3 Pnnn~yl""ni" . Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: ).0 ,19 'It $ $ $ $ ere C(!.O ) WHEREFORE. petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of leHers tcst"mf'nt" rv (testamentary; administration c.t,a.; administration d.b.n.c.l.a.) theron. i . '0_ '.,~d'd)~.//H/' ,4>4<';"''/, '6~ ~ilnM, Keqni ],~ 16 Hope Terrd'ce .'': Carlisle. pJ\ ] 7013 -:::~ ll'~ l;O a .. in '" ~ ..v' -- c. P/IJI ~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } 8S COUNTY OF CI1~Inp.Rr.l\Nn The petitioner(s) above-Olamed swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of thc above decedcnt petitioner(s) will well and truly administer the estate according to law. Sworn to ~r affirmed ands,u bscribed ~_ fl'.f1 /7j /)1"2,/, '</;"?~"lV tI> before me thiS ~4 Ilf day of ,](,::J:;::.H. .Kc.qr 1 " / OQ' , ,1 Ha J9 G ,J '. ~ ~J 'II ~ I .(" ( .' I 'Ii ,. T ~" ~L ~' ~ 15-111-(" ~lRY C. LEWIS Reliiste7 ,/,.z,-t?t.!-C,/)/!1-;,.../;o.u 2 , I\cnllcth KurnC~'Cqrls , " No. .1, 1- I q9.(g - 6/5 Eslotc of KENNE'l'lI .1. I(E(;IU 5 , DcccllScd DECREE OF PRODA TE AND GRANT OF LETTERS AND NOW JUL Y 1, 19~, In con.lideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated .J<lnll<lrv n. 1 q9(j <lnd 1.larch 1 'i, 1996 described therein be admilled to probate and flied of record lIS the IlISt wlU ~ a nd Cod j c i ] 0 f Kenneth J. Kegris and Letters Testamentarv areherebygrantedto Jean ~1. I,eqris and Kenneth Karnell Keqris a/k/a Kenneth K. Kegris FEES Probate, Letters, Etc, ......... S ~OO. 00 Shon CenlfiClltes(4 ) .. .. ...... S 1? ,00 Renunciation ................ S 5' -C001C1T 1'-1. I X-Pages S ? 1. 80 JCP TOTAL _ S r, no Filed ... :N~Y..3,... m.6.,......... ?~~: ~p James D, Flower, Jr., #27742 ATTORNEY (Sup. a. 1.0. No.) 11 East High Street, Carlisle, ADDRESS 717-243-5513 PHONE <Xl -~' r;: ',5: .. ',"1 '" ~. - ;j ',) '-J' N " >- -c ~-: " , I U , It) (: C)c: ~, ~::1 II: UU Called attorney on 7-<;-96. 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KEGRIS, of 16 Hope Terrace, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all former Wills, Codicils, or writings in the nature thereof, by me at any time heretofore made. FIRST: I hereby order and direct my Executor, hereinafter named, to pay all my just debts, funeral expenses, testamentary expenses and all Inheritance, Estate, Transfer and Succession Taxes, as soon as may be conveniently done after my death, out of my residuary estate. SECOND: I give and bequeath all of my tools to my son, KENNETH KARNELL KEGRIS. THIRD: I give, devise and bequeath my entire estate, IN TRUST, to my wife, JEAN M. KEGRIS. She may have the use of the income from my estate during her lifetime, and may change the nature of investments, and, should her own funds exclusive of her home, be exhausted, she may use such principal of the Trust as may be necessary for her health, support and maintenance. She shall keep the funds in this Trust c:\wp'l\wilb\1f'1rh,km ' . . separate from her own personal funds, and shall keep records in such a manner as to be able to distinguish the funds In this Trust from her separate funds. FOURTH: Upon my wife's death, the proceeds of this Trust, or if my wife falls to survive me by thirty days, my estate, shall pass as follows: One-fourth (1/4) thereof to my son, KENNETH KARNELL A. KEGRISj B. KEGRISj C. METTLER; D. SPAHR. One-fourth (1/4) thereof to my son, KIRK MARSHALL One-fourth (1/4) thereof to my step-daughter, HATTIE C. One fourth (1/4) thereof to my step-daughter, BONNIE M. LASTLY: I nominate, constitute and appoint my wife, JEAN M. KEGRIS, and my son, KENNETH KARNELL KEGRIS, to be the Co-Executors of this my Last Will and Testament, with neither to receive any compensation for serving as such Co- Executor. In the event that my said wife, JEAN M. KEGRIS, shall be unable to serve as Executrix for any reason, I appoint, my son, KENNETH KARNELL KEGRIS, as Executor, to serve alone. No Executor or Executrix shall be required to file bond in this or any other jurisdiction. 2 " - . -- -. --..- ---.~. - .. c:\wpSI\wiU.\1l1ri..km . COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss I, KENNETH J. KEGRIS, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to 9nd acknowledged b~re me, by KENNETH J. KEGRIS, the Testator, this;/!;; lid day of ,/' i: /: /lll , 1996. / \~ , -H ~ 0 . , "'Ken~~t] J. K~g%:Testator "",/J ._, "'___:."") ':: j-/' 'j'. ./,/. ,,/t:~)//' Lt.. Notary Public 1I'JtAlliALSEAL SUSAN 1.1. RAMSEY, NolIty NlIc CaJIIIe. QrrbeIIand CoII1Iy, Pa. MyComnissbl ExplrosSeplamber6,1999 4 I . I { , (:\wr~l\wi1l.\whilt.,"J f \ FIRST CODICIL TO THE LAST WILL AND TESTAMENT OF KENNETH J. KEGRIS I, KENNETH J. KEGRIS, of 16 Hope Terrace, Carlisle, Cumberland County, Pennsylvania, declare this to be the First Codicil to my Last Will and Testament, dated January 22, 1996. ITEM: In my Last Will and Testament dated January 22, 1996, I provided in paragraph FOURTH that upon my wife's death, one-fourth (1/4) of the property which she holds IN TRUST would pass to my son, KIRK MARSHALL KEGRIS. I hereby amend that provision of my Last Will and Testament, considering KIRK'S mental limitations and impaired ability to manage his assets, I give the one-fourth (1/4) of my estate which would have gone to KIRK to my son, KENNETH KARNELL KEGRIS, in the hope and expectalion, but not the obligation, that he shall keep these funds separate and utilize them, as he deems appropriate, in his sole discretion, for the benefit of my son, KIRK MARSHALL KEGRIS, ITEM: In all other respects, I hereby ratify, confirm and republish my Last Will and Testament dated January 22, 1996, together with this First Codicil, as and for my Last Will. ..~ ./ . , c:\wrSI\wl1lt\whik.cutl IN WITNESS WHEREOF, I have hereunto set my hand and seal this L5 ;....., day of March, 1996. '\ " "H."\2-,, ~" Kenneth JX Kegris SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: .... II4/;. Ifr 1701 ~ ''1~ :) Z I II ollt -( C I{ It {J..o~1 '" 2 . c:\"'r~1\wilh\...hil(" u...1 COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND We James E. Hannah , and James D. Flower, Jr, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as a First Codicil to his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us ill the hearing and sight of the Testator signed the Codicil as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by James E, / t.J' 01, Hannah and James D. Flower. Jr, this day of March, 1996. \ ,{I /)11'(.' f, /1 II I; I',A~ J Witness I , . III ((, t,-(f,dL- Notary Pul51ic , I .j NOIARIAl. SUI. UERLENE lIARHEVKA. NoWy Nolc CI""', CUnl>ootIrd eo,"" p~ COmm_EI!lit.MM r - CERIlEICATIQ~ OF_NOTICE Ulli)ER RULE 5.6(n) Name of Dccedent: KENNETH J. KEGRIS Date of Death: Murch 2ll, 1995 Estate No.: 21.96.ll515 To the Register: I certify that nnticc of the bcncficial intcrest required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following bcneficiaries of the above-captioned estate on August II, 19%. Name Addrcss Kenneth Kamell Kegris R. R. #2, Box 267, Middlehurg. PA 171142-9577 Jean M. Kegris 16 l'lope Terracc, Carlisle, PA 171113 Notice has now heen given to nil persons entitled thereto under Rule 5.6(n) except: None Date: August 8, 19% ( , ,-" ! {\ \, ! !/i!~{ L<5 ~ ' 'Tl ,rll'-L...'~ SI~nature \ FJOWER, MORGENTHAL, FLOWER & LINDSAY ..June Jnmcs D. Flower, Jr. Address 11 East High Street Carlislc, PA 171113 Tclephone (717) 243-5513 () (.... N ~-:I "'~ ~.!L ~ cC I Cl 'j ..") ;: rl: a: -n ~J' ," liJ :, oUCapacity: _ Pcrsonal Representative 2- Counscl for Personal Reprcsentative C; - ., Q .!/J r'~ :\i ~~.; en r- , " N it; ;- 9 ,',' -, .., 0 ;~) I.) l.r, <un..: L:: a: p' ....J :;1 Gu -......-. .".,,,,,,,,.,,,,.,,,..:t,<',';'-';;;_'.',:"I:'~'" -"I' . -~-'._""''''*.<'-' . Jean Schamber 16 Hope Ter Carlisle, PA 17013.8846 ~--' iKf." [', ~ . ,. )ldfW (!'L)~ ~ ( 17~/3 I,.,!!!..,!II" ",II.,fl.!tl.,/.fl,f.I'II.f".,.I.,J'!'III.11 ._-<......',..';::..--:-..>",:,.;;+::;'~.,..,;~'" O<":_~._".~. .;c ~,~;;:f..>,p,..~.._..w..,,_..-'". 'I " /. { t , "'- ....f '. ,.",1 F , ,. '. . () ,I . ~ r .. . \ . " \"., ./'" . . I" 0;" ..... , t. " \' . . Wi!, , ~ ~f ..... -p---- -..~.I r. - ?, 1"- c;'~'- r; ..--' y .....--". , -.-=..-;: . .~. == US" ...-': 32 .' - ~. ! , " r l . . J I I I I I 1 I I , I I I I I , I I I t-- I I I I , COP.tM0t4WI AUII or I'nm!.iVl VAUlA DlI'AftlMUn 01 fHvl.Uut UUREAU DF IND'V'DUAL TAXES UU'l ;'BOhOl ttAlUlISIIUIlr. I'A t 11~8 ()fjOI ,. NO. AA 2 4 2 4 r 9 .,[V'".. [X ,,,,..) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RECEIVEO FROM: I' ACN ASSESSMENT CONTROL NUMBER AMOUNT JEAN M SCHAMBER 96Ih()8()3 '54.46 16 HOPE TERRACE ~ CARLISLE. PA 17013-8 \6 \ fOlOIl[R[ rOlO HERE - ESTATE INFORMATION: FILE NUMBER \. \ \ \ , ...., 21-1997-0515 ,SSN NAME OF DECEDENT (LAST I " REOOIE FLORENCE E", DATE OF PAYMENT 179-01-5233 ,F'RSTI IMII to/30/1997 POSTMARK DATE t 0/29/1997 CDUNTY CUMBERLAND DATE OF DEATH " , TOTAL AMOUNT PAlO '54.46 vz REMARKS JEAN M SCHAI1BER · THIS RB::EIP1' IS BElN3 REPU\CED wrm M 242425 SEALCHECKlI 607 RECEIVED BY 11ARY C. LE~J I S REGISTER OF WILLS l' .'.>~)rCT1(:T \-,,',.. t:) -- ----;--_. .._._..._~- :::~';"-=":'-:-:- , - ' ..--- , -~- _ .----. ..~-llcf.~ ..:. .~. .,,:. /.'J ,///- () BUREAU OF INDIVIDUAL TAXES I Ht<<-At IANC[ TAll DIVISION DEPI. :-104>>01 ItAAIUSlUAC, PA 111:a.ObOl COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT C.-- I~* KENNETH K KEGRIS 16 HOPE TER CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN .,,-allII l" 111.'" 11-24-97 KEGRIS 03-20-96 21 96-0515 CUMBERLAND 96160803 KENNETH J Aftount R...Ut.d MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 HOTE: To insure proper credit to your account, sub"lt the upper portion of this for.. with your tax pay...nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE.i=i60TEiCAFP-ioi-:97y---miiiiii-iNHERiTANCE-TAiCsi'iiTEilENT-OF-AccolitiTuiiliiiu------uu---u---- ESTATE OF KEGRIS KENNETH J FILE NO. 21 96-0515 ACN 96160803 DATE 11-24-97 TNIS STATEMENT IS PROVIDED TO ADVISE OF TNE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALAHCE. AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-20-97 PRINCIPAL TAX DUE: 600.99 PAYMENTS (TAX CREDITS): PAYMENT DATE 01-17-97 10-29-97 RECEIPT NUMBER AA185088 AA242425 DISCOUNT (+) INTEREST/PEN PAID (-) 4.16- .29- AMOUNT PAID 600.99 4.46 TOTAL TAX CREDIT BALANCE OF TAX DUE 601.00 .0ICR .00 INTEREST AND PEN. TOTAL DUE .0ICR . IF PAID AFTER THIS DATE. SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN tl. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU MAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I PAY":Nfl Datach tha top portion of thl. Hotlca end .ub.lt with your pay..nt .ad. pa,abl. to the na.. end .ddr... prlnt.d on the r.v.r.. .lda. If RESlDENf DECEDENf aak. ch.ck or .on., ord.r pa,abl. tal REGISTER OF WILLS, AGENT. If HON.RESIDENf DECEDENT ..ke chack or .on., ord.r payabl. tal COMMONWEALTH OF PENNSYLVANIA. , i , I I ,1 I REFUND (tA)1 A r.fund of a tax cr.dlt, which wa. not r.qu..t.d on the faM Aaturn, .ay b. raqu..t.d by co.pl.tlng an "application for Aafund of P.nn,Ylvanla Inheritance and E.tata TaM- (REV-ISIS). Application. are av.llabl, at the Offlca of the R.gI.ter of Will., an, of the ZS A.v.nua DI.trlct Offlc.. or fro. tha D.part.ant"' Z~.hour an.warlng ..rvlcl nu.b.r. for for.. ord.rlng, In P.nn.ylvanla 1-100-S6Z.Z0S0, out.ld. p.nn.ylvanla and within local Harrl.burg .r.. (717) 717-1094, TOO' (717) 772-225Z CH.arlng lapalr.d only). REPLY Tal Dua.tlon. r.gardlng .rror. cont.ln.d on thl. notlc. .hould b. .ddr....d to: PA n.part.ant of A.v.nue, Bur.au of Individual TaM.', ATTN: Po.t A....I.ent Rlvl.w unit, Dapt. Z10601, H.rrl.burg, Pi 171ZI.0601, phona (717) 717.6505. , If any t.M dul I. paid within thr.e IS) calandar .onth. aftar the d.c.d.nt". daath, . flvl p.rcent 15~) dl.count of thl tax plld I. allowad. DISCOUNTI PENAl TV I Th. 15~ taM aanl.tv non-participation panalty I. coaputad on the tot.1 of the tax and Intlr..t .......d, and not peld b.fore January 11, 1996, the flr.t day aft.r the .nd of the tax aan..ty period. INTEREST: Intere.t I. charg.d b.glnnlng with flr.t day of dellnqu.ncy, or nln. (9) .onth. and on. II) day fro. tha data of death, to tha date of pay.ant. TaMe. which baca.. dellnquant bafora January 1, 191Z b.ar Intar..t at the rata of .Ix (6~) p.rclnt p.r .nnua calculat.d .t . dally r.t. of .000164. All taM.' which bec..a dallnqu.nt on and after January 1, 1911 will b.ar Intara.t at a r.ta which will vary fro. calandar ya.r to c.llndar ya.r with that rate ~ounc.d by the Pi aapart.ant of Ravenua. tha appllcabla Intara.t rata. for 1912 through 1997 arel Y..r Int.r..t Rata aally Int.ra.t ractar Yur Interllt R.t. Dally tnt.r..t ractar 1981 20~ .0005108 1917 ,~ .000Z47 1"t.1 16:< .00001 1981-1991 IU .00DSDl 1<'1'1- IIX .OODSOI 199Z ,~ .OOOZ~7 I'." ~ IS:< .000SS6 1995-199~ ]X .000192 I'" 10;( .00027" 1995.1997 OX .0002U --Int.rllt Is calculat.d a. fallawll INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR "-Any Hatlc. I..u.d aft.r the taM b.co... d.llnqu.nt will r.fl.ct an Int.r..t calculation to flft..n (15) day. b.yond the data of the ..I.....nt. If pay.ant I. .ad. aft.r the Int.r..t caaputatlon d.t. .hOwn on the Notlc., additional Intar..t au.t b. c.lculatad. STATUS REPORT UNDER RULE 6,12 Name of Decedent: k.:V /, ~ . ) Death: ?-'2P . {Jt.; . A~ l/ ,jl r{(f/t{.(~ ~, Date of Admin, No. 'll-'/t,,-f'1j')l,- l' . Will No. Pursuant to Rule Court Rules, I report the the administration of the 6.12 of the Supreme Court Orphans' following with respect to completion of above-captioned estate: Sta~whether administration 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: 1, 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 Cerk of the Orphans' Court and may be attached to this report. Date: ~':>- --;1- qE~ , I' " IJ ' 1 fA ), ,I" /. ;/. J,,/</j.- !ffi1!;,(.1..I / ~gnature I JJ/~!lrJSI/!l /4!JF;. t2 ;{~ erJ!.!.5 Name (Please type or print) \:Id 'f; , IJnr' 'Tt:I!t<.t%e1:' (' fO,. 'lqU11lO "J"'eI /6 //c/E Address ( .., I "') )\ L/ 9, / /'1-/ I Tel. No. OZ: 6lf II A~(.j 96. S'/It' }O Capacity: ~personal Representative Counsel for personal representative ,:'iG!:J "'D:J()!:J (MAH: rmflAM3) PIJRPOSE Of NOTICE I PA\'ftENTI REFlJHD (CA 11 ), To fulfill tlMi r~lr..."tl 0' SKUon 2140 of the Jnh.,1tanu end Estat. fu Act, Act ZZ 0' 1991. C7Z P.S. Section ZUO>. o.tech the top po,.Uon of this Notte. IN'Id .ubttlt with your pay.."t to the RIght,,. 0' Willi prInted on the ",vars. .Id., ~. HI" check or Monti)' order peyllbh tor REalSTER Of WILLS, "CENT. All ply.ent. ,..calvad shell first ba IIpplJad to any Intarnt which ..y ba dul, wlth any raaalnd.r lIPpUad to the t... A r.fund 0' . t.. cr.dlt, which w.. not nqu..hd on the talC r.turn, .'Y ba requut.d by cOllplaUng en "Application 'or R.fund 0' Pennlylvenl. Inherltanc. and Estet. h." (REYo1313J, Applications .r. aVl!lllabl. at the Offlu 0' the R,ght" of "1111, eny of thl 21 R.v.nu. District O"le.. or by calling the ,plclal Zit-hour anlw,rlni ..,vice nuaber. for for.. orderlngl In Penn.ylvanle 1-800'362-ZD50, out.lda Penn'Ylvanl_ and within loc.l H.rrisburg .r.. (711) 187-8094, TOni (711) 17Z.ZZ52 (H.arlna hp.lnd OnlyJ. OBJECTIONS: Any p.rty In Int.r..t not ntlsfl.d ..lth the 8ppral.....nt, allowanc. or dlsallowanc. of dlductlon. or a"''''lnt of le. (Including dltcount or Intan.t) a. .hown on this NoUc. lay object ..I thin .hty (60) day. of r'Cllpt of this Notlc. by: ....rltt.n prot.tt to thl PA napart..nt of Alv.nue, Board of App..Is, n.pt. Z81021, H.rrlsburg, PA 171Z8.1021, OR "'lecUna to h.v. the .att.,. d.t.r.ln.d at the audit of the account of the p.".onal r.p,....nt.tlv., OR .-app..l to thl Orphan.' Court AOftIN. ISTAATIVE CDRAECTIOHSr OlSCOlIfTr PEHALTYr INTERESTr Factu.l I"rors dl.cov.r'd on thl. a.........t .hould b. add,....~ In wrltlna t01 PA Dlp.rt'lnt of A.v.nu., lurlau of Individual T...., ATTNr Po.t A.......nt Rlvll.. unit, DEPT. Z,0601, H.rrl.burg, PA 171ZI-0601 Phon. (711) 787-6505. S.. pagl S of thl bookl.t "In.tructlon. far Inhlrltancl Tax R.turn 'or a Auld..,t Oec.d..,t" (REV.lSOlJ for an .xplanatlon of .dllnl.tr.Uvlh corr.ctabh Irror.. If any talC dul It paid within thr'l (3) callndar .onth. afhr thl dlc.dlnt'. dl.th, . flv. p.rClnt cs:n dl.count of the t.. paid 1. allowld. Th. 15% t.. .~..ty non-p.rtlclp.tlon plnalty I. coeput.d on the total of the t.. and Int.r..t .......d, and not p.ld b.for. Janu.ry 18, 1996, the flr.t d.y aft.r thl .nd of the t.x aan..ty p.rlod. Thl. non-p.rtlclp.tlon pwlllty 11 ~.lllbla In the .1llII. .annl" and In thl the .... U.. Plrlod a. you would .pp..1 thl lex and Int.rl.t that has b.... a......d I. Incflcet.d on this notlc.. Int.,..st 11 charald b.glnnJng with first d.y of d.Unqu.ncy, 0" nln. (9) lonth. and onl Cl) d.y fro. thl dati of d..th, to the d.t. of p.y..nt. Tax.. which b.el.. dlUnqulnt blforl January 1, 1982 b..r Int.r..t lit thl r.tl of .Ix (6/:) p.rc.nt plr annul calculllhd .t a dally rat. of .000164. All t.lll. which b.ca.. d.Unqulnt on or afhr January I, 1982 wIll b..r Int.r..t .t . rat. which will vary fro. c.l.nd.r Yllr to calender Yllr with that rat. amounc.d by the PA OIPert.lnt of A,vlnu.. Th. appllcabl. Intlr..t rat.. far 1982 through 1996 ar.: V.ar Int.r..t Rat. Dally Intl,...t factor Vllr Int.rllt Rat. Dally Int.,..st factor 1912 ZO;( .OOGS48 1987 9~ .OOGZO 1983 16;( .oooua 1988-1991 m .000501 1984 11;( .000301 199Z 9~ .000Zlt7 1915 13;( .000lS6 1993.1994 7~ .00019Z 1956 lOX .00027. 1995-1996 9~ .000Z"'7 ulnt.rllt II calculated .. fo11o.l': INTEREST . BALANCE OF TAX UNPAID X NunBER or DAYS DELINqUENT X DAILY INTEREST FACTOR nAn~ Notlc. llIuad aft.r thl tall b1coall d.Unquant will r.flect an Int.rut calculation to flft.... (5) d.y. beyond thl data of the .......ant. If pay-.ot I. .ad. aft.r the Int.rl.t coaputatlon data .hown on thl Notlea, additIonal Int.rut IN.t be ealcul.tld. PURPOSE OF NOflCEI To fulfill tha requlre.entl of Section ll~O of the Inheritance and [llate la. Act, Act 11 of 199~. (ll P.S. Section 91100), PAYMENT: Datach the tap portion of thll Notice and lubolt ~Ith your payaent 10 the Regllter of willi printed on tha r.varn side. _. "aka check or .oney order payable to: REGIST[R OF WillS, ACENT. REfUND (CR): A rafund of . t.. cr.dlt, ~hlch ~a. not r.queltad on the ta. raturn, .ay ba raquelted by coapl.tlng an "Application for R.fund of Pennlylvanla Inherltanca and Eltat. Ta." (REV-IllS). Appllcatlonl are avallabl. at the Offlc. of the Regllt.r of Willi, any of the II Revenu. Dlltrlct Offlc.1 or by calling the ~peclel l~'hour anl~.rlng lervlca nu.b.rl for forol orderlngl In Pennlylvanla l-aOO-l&l-lO~O, oulllda PennSYlvania and within local Harrllburg ara. (717) 787-809~, TOOl (717) 771-lZ~1 (Hearing Iapalred Only). OBJECTIONSl Any party In Intar.st not latl.fled ~Ith tha appral.e..nt, allowance or dllallowance of doductlonl or a.II.I.ont of ta. (Including dl.counl or Int.rl.t) a. Ihown on thl. Nollcl .ay objact within II.ty 1&0) day. of recelpl of this Notice by: .-wrlttan prot..t to the PA Depart.ant of Ravanua, Board of Appaall, Dept. Z81011, Harrl.burg, PA 17IZ8-IOZ1, OR --alactlng to hava tha .attar detaralnad at the audit of thl account 0' tha parlonal rapralantallve, OR -.applal to Iha Orphanl' Court ADHIN- ISIAAflVE CORRECTIONSl factual arror. dlscoverad an thl. al.a.I..nt should ba addra..ad In writing to: PA Dapart.ant of R.venua, Bur.au of Individual Ta.a., ATTH: POlt AI.e...anl Ravlew Unit, DEPT. la0601, Harrl.burg, PA 17118-0601 Phona (717) 787-6~OS, Saa paga 5 of tha booklal "In.tructlon. far Inherltanca Ta. Aaturn for a Ra.ldant Dacadant" CREY-lS01) far an ..planatlon of adalnl.tratlvaly corractabla arror.. DISCOUNT! If any ta. dua I. paid within thraa (5) calandar .onthl aftar tha dacadant'. daath, a flva parc.nt l5~) dllcount of tha ta. paid I. allowad. PEHALtY: Tha 15~ ta. aana.ty nan-participation penalty II co.putad on tha total of tha ta. and Intar..t allal.ad, and not paid bafora January 18, 1996, the flr.t day aftar lha and of tha 'a. a.na.ty parlOd. Thl. non'partlclpatlon panalty II appaalabl. In the .a.a .annar and In tha the la.a tl.a parlod a. you would appaal tha tax and Intara.t that ha. baan a'la..ad a. Indica lad an thll notlca. INtEREST: Intar..t II char gad bag Inning with flr.t day of dalinqu.ncy, or nln. (9) .onthl and ana (I) day fro. tha data of daath, to tha data of pay.ant. Ta.a. which baca.. dellnquant b.fora January I, 1981 bear Int.re.t at tha rete of .Ix (6~) parcent par annu. calculated at a dally ral. of ,aOOI6~. All ta.a. which bac... d.llnquant on or aftar January I, 19a1 will baar Intarelt at a rata which will vary fro. calandar yaar to cal.ndar yaar with that rat. announcad by the Pi Depart.ant of Revanua. tha apPllcabla Intar..t rata. far 1981 through 1997 are: Vaar Intara.t Rat. Dally Interut Factor Vur Internt Rata Dally Intarut factor 1981 1n ,OOD~48 1987 9~ .aOOlU 19as 16~ .000438 19811-1991 It:( .000501 1984 1I~ .000101 1991 .~ .aOOlU 1985 U~ .000S~6 1991-191)4 ,~ .000t9l 1986 10;( .DDDZ7to 199~-1997 " .000l~7 --Int.rut 11 calculatad .. fallows: INTEREST = BALANCE OF TAX UNPAID X HUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR .-Any Hotlc. I.sued aftar the ta. baco.a. dallnquent will raflect en Intara.t calcul.tlon to flflaan C1S1 day I bayond the data of tha a".I...nt. If pay.ant II ..da .f'ar tha Intaralt coaputallon data shown on tha Hotlca, additional Intaralt aust be calculat.d. O.!!l ,,,",\= (\4: '.:'- 0';) ~t, 1\1 .. oUi 0'51 O<ll <lIO: 0: -- 'rl M 0.. t~ '..... o ) . o U -- N 2 ..., -~ ,. ] 'i5 " .Q -;::E Qlj uu P\ ~ 'o\. ....:~.. :: ~...,. .~,. >,~. '," ..l.\ii, '_ -_. . f.....;,. ~i1-.'{. " / ~_,__",_O'___ ,......... , K,",lIth It Keg'" R.R. 2 Box 217 Mlddllburg, PA. 17842-8177 --- ~ ...-~ "^--- --- - ~ 00 ::0 Cm ~ 3:;, :-0 eo roo (.)., eQ 0 c- -0 _, "J D Register Of Will. a;;: ~~ (" ~- CUmberland Co. Court HOUle N ~lJ - Carll.... PA. 17013 " -" ~~~ w Wo ~~ 0 - - ~rO~":?/~~~'2:. 111.111...111",".11..11".11,"11.1.1"..1.1,..11I ---...-'_~-,-.._,. "':~~"""""~-':".:1~.;1;:;;.l::,Ii..~I,tW~"f,;jJG't~~'i~:-"'"~~j,;;"t".':'i"~ ~~~""l"--, . \' .. .:" ., . ,;. ... , I - : ~{', ' , ,,~ , ' I- I { ..' ') I " " '~J . ,r t'~. tt . '."J ~", ..'" {~: " .. '.. ~ .. w' , '0:'" . of' , . 'r.. I l,l ... :~. . "',f 1''' , . .. , ':, t.'''' 0" . . ,.; .' , .i ~.. , .. ~. 1Jil!' .' ':< \ -. . . " : . -<1 ..- ..... .-.' ---... .,----------. _.~.. to. - r ,c~___' ...- ~.......-_..~.. ---"-- I :?_.c_"...', _--.c.,I ,." ~---- t . .",,' ....... , , . - , "I ': I , '.' . ., : ...,,__i~~':~"~~~ I \ , I . I'ENNSYLV ANIA DEl'AlrrMENT OF REVENUE IIlJltEAU OF C01.1.ECTlONS ANn TAXI'A \'ER SERVICES Scptcmbcr 6. 2002 ESTATE OF: Kenneth J. Kegris DATE OF DEATH: 03-20-1996 FILE NUMBER: 2196-0515 Jean M. Kegris 16 Hope Terr Carlisle. P A 17013 Dear Jean M. Kegris: This is to advise you that the above estate is in a delinquent status, According to our records, as of this date the estate still is not settled. The Inheritance and Estate Tax Act, mandates the filing of a tax return and payment of all outstanding liabilities by a personal representative of the estate or a transferee within nine months of the decedent's death. The Department's records show that this estate remains open because: AN INHERITANCE TAX RETURN liAS NOT BEEN FILED, If this estate was opened for the purpose of a lawsuit, please contact this office in writing with thc tcnn and docket number of thc lawsuit so that we may postpone any furthcr action. Accordingly, you arc directed to file a return and pay all tax due including interest within thirty days from the date of this letter. Failure to comply with this directive may result in a citation filed by this Department with the Orphan's Court Division orthe Coun or Common Pleas of (COUNTY) to show cause for your failure to comply with the law. The law provides that any person who willfully fails to file a return rcquired undcr the provision of this Act shall be persona\1y liable for a penalty of twenty-live percenl of the tax deternlined to be due or $1,000, whichever is less. 1l1is penalty is in addition to any other Iiabilitics imposed by the Act. Sincerely, MAKE CIIECKS PAYABLE TO: REGISTER OF WtLLS. AGENT -:Qe..~Q6 0:D_~.iI:J'-/ f:tl ) Rebccca Barrick, District Administmtor Harrisburg District Office Any questions regarding this cstatc, plc..5c CONTACT: TIIOI\1AS HOOPER (717) 783-1405 III