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Home My WebLink About01-0596 PETITION FOR PROBATE and GRANT OF LETTERS Estate of (${) 'm" rm-us H -P f.p----, ~', ~ r:{r} Ylho 1.1 No. To: 21-01-596 Register of Wills for the ",/I6.e.>tased. County of in the Social Security No. / YO ;2e, Ct2 0 L Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executrf~ in the last will of the above decedent, dated and codicil(s) dated LI - ~ - J 970 named ,19_ (state relevant circumstances, e.g. renunciation, death of executor, etc.) ~ecendent was d?miciled. at .death i? CuAlJ1Lw /1/ ~ County, Pennsylvania, with h C'R.. last famIly orrPnnclpal resIdence at _ 77. 7J~.J../VV (I Cl/iJJAJ(4 (-Iff (list street, number and muncipality) Decendent, then q I years of age, died G - I C; - 0 / , 't9" at 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 ()-tJ , e2...... $ $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters (testamentary; administration c.I.a.; administration d.b.n.c.La.) theron. ~ '" "Qj" u C o :9~ "'~ 0'- c.:o C -00 c';:: cu',o 3~ 0,- 50 ~ c Oll en OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA l.-ss COUNTY OF CUMBERLAND J The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this 25 th day of >y:'~<<J /R.,.Jr2~ Register / ~ - ':';.39-.::v ~ ()Q' :::s I:l E" ~ ~ No. 21-01-596 Estate of HELEN S BARNHART , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW JUNE 25 f'-:200 1 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that theinstrument(s) dated APRIL 8, 1970 described therein be admitted to probate and filed of record as the last will of HELEN S BARNHART and Letters TESTAMENTARY are hereby granted to KAY S WOLFE and MARJORIE S ROGERS ~~~}i.n<J:"'J..Q~ / 4<4( _ ~ster 0 f Ills FEES Probate, Letters, Etc. ......... Short Certificates( ).......... Renunciation ................ JCP $ 18.00 $ 3.00 $ $ TOTAL _ $ 26.00 6-25-2001 .................................. . ATIORNEY (Sup. Ct. 1.0. No.) 5.00 ADDRESS Filed PHONE ,. - -'f -~ T .. ~ '. z .,.-. II I' .1 I' I; Ii I, I: 11 21-01-596 LAST WILL AND TESTAMENT OF HELEN S. BARNHART I" HELEN S. BARNHART" widow" of North Middleton Township, (100 Walton Avenue" Carlisle), Cumberland County" Pennsylvania" being of sound and disposing mind" memory and understanding" do hereby make" publish and declare this as and for my last Will and Testament" hereby revoking and making void any and all Wills by me at any time heretofore made. I I: I I I ! I I I II I I 1. I direct my hereinafter named Executrices to pay all of my just debts and funeral expenses as soon after my death as may be fOWld convenlenj to do so. I 2. All the rest" residue and remainder of my estate" real" personal and mixed" and wheresoever the same may be situate" I give" devise and bequeath in equal shares to my two daughters" Marjorie S. Rogers and Kay S. Wolfe" their heirs and assigns. 3. I hereby nominate" constitute and appoint my said two daughters" Marjorie S. Rogers and Kay S. Wolfe" as Co-Executrices of this my last Will and Testament and direct that neither of them shall be,requi~ed to post any bond to secure the faithful performance of her duties in the Commonwealt of Pennsylvania or in any other jurisdiction. I I IN WITNESS WHEREOF" I have hereunto set my hand and seal to this my ~ .' /77 last Will and Testament written on one page this 2".0- day of G}~ "l~ ~~. ~Il~ aAt (SEA l I: II j Signed, sealed" published and declared by Helen S. Barnhart" the Testatrix above named" as and for her last Will and Testament" in our presence" who" in her presence... at her request" and in the presence of each other.. have hereunto subscribed our names as attesting witnesses. l/l~ ,.- - fu~ ~. 'J~,,-/ ~-^-^-/ Q. 03'A~~fA~ I II . ( -~ est\rel\salisbury.rut _I ~~ IN RE: ESTATE OF RUTH C. SALISBURY: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA LATE OF THE TOWNSHIP OF LOWER ALLEN, CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-00-0596 RECEIPT, RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, RUTH S. MILES, being the sole beneficiary under the will of RUTH C. SALISBURY, do hereby acknowledge that I have received all sums of money and property due me by virtue of the death of RUTH C. SALISBURY, in full satisfaction and settlement of all of my rights and claims under her estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and Proposed Distribution had been filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, RUTH S. MILES, do by these presents, remise, release, quitclaim and forever discharge the Co-Executrices, their heirs, successors and assigns, from the acts of the Co-Executrices as ,; aforesaid, and of and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatsoever, and I do hereby consent to the discharge of the said Co-Executrices. IN WITNESS WHEREOF, day of ~ I have hereunto set my hand and seal the J3 , 2001. --tt. tP /j, ~ RUTH S. MILES . Witness COMMONWEALTH OF PENNSYLVANIA: SS: COUNTY OF CUMBERLAND rd On this, the cJ.3 day of ~ , 2001, before me a Notary Public, the undersigned officer, personally appeared RUTH S. MILES, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day and year first above written. \~~~ Notary Publlc -2- NOTARIAL SEAL TINA M. BURKEY. Notary Public New Cumberland Bora, Cumberland Co. i My ~mlsslon Expires April 15, 2005 ~ ---- Name of Decedent: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) .N~l J. I3mm W JIAf/l-L :J.~ I~CJ/ . Date of Death: Will No. .~OO I - () Os----q G? Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on Name Address ~ 1- l<J~~ --mrJArr~ t f~ d'O ~ D I iJa4/dt ~~ fI!- fo/ ~~ r; H. Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: ) () - d:" 0 I , Signature Address ,;2 0 Nmne *-'(f /: w'~.(L ~fp/)A (! rL1h~1J{J f It /7015 . Telephone(7/~ ~ f - 5/96 Capacity: V Personal Representative _Counsel for personal representative - " ~~n~~ ~O;~~ Hc::t"1tl1 tlI:a:O-3 ~~~~-< rog~on j)l tlI hJ ~ t"1n t"1 ......tlIO~~ ..,Jcn~~ ~ gt" U) :atll ~ c:: tlI t"1 ""'" ~ -~ ~ --... i ~ -.. f LA, '-C) ~ :r:ornoo 0.> CD C (/) r)' """ u ., -, " ~. r-+ CD ~? :] u>. ro;.J..1 0' I\) C "1 c: D:i ,_. 'J -....-.... '.~ ') <0 I..~ ~ m ", C) . ~ _:J. f:.L < 0.. '() C (!) .." OJ ..;;- - (\) 'U ~:J(jj o.>C::J )<CDJ CD U> en '$. < 0.> ::J SU' D (.\) -.L """ -.L I\) 00 I o 0) o .. ~ I ~ ~ I ,.. \' ' '. '. ."'.... '.'- ;. . .~.~ "" . .- ..}. ~ '. .". ,,-,"':~ ,:A.,,.,.... ...._'"' .. f 't) \ C:>. -- \ \~ ,~ IS'-.. D 4-~ ~ ~ ttt\ t ~~~ J~~~ ~~ ~ ~~ -p ~ ~ ~ ~ ~ ~ ~. ---- ~ ""'--- ~ ~ ~ ~ ~ .............. nN~ D) Q D) 2: n '< (I) :;' ~ CD !l 0 .. CD = "a a CD J> ~ -, .. < ""-I CD C .. W ~ \~ - ~-..J N 00 OJ o ..... r z 1-4 c: OZ' g-E;A- ?t<- G1.,,~ CJr--'t ON--.JVl:D -...., cocrV!-ITJ -v" Z,017CJO ,ryl"'fl"t -( 'VI-( III to ..0 a~:; J /j) t? .i!=- j ,R f ,[I I IIIIIII.-? REV.1500 EX (6-00) IYw COMMONWEALTH OF K " PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 w .., ~:!!;II) ulI::~ wlLU :roo ulI::-1 lLlO lL < I- Z W C W o W C REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) . C1 t -eft/! S DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-D~YEAR) j U/1 ~ ;V. ~O J 7 - 30 L oq (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) /lffr I OFFICIAL USE ONLY /~-d39-;;< FILE NUMBER civkE -~EAf- ~ ~EP- i-fa SOCIAL SECURITY NUMBER ! rO - r:2 0 fR/~7 o 1. Original Return [0' 4. Limited Estate o 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy ofTl1Jst) o 10. Spousal Poverty Credit (date of death belween 12-31-91 and 1-1-95) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 11/17= o 3. Remainder Return (date of death prior to 12-13-82) o 5. Federal Estate Tax Return Required ...L 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) .., z w c z o lL II) w II:: II:: o U NAME Ka FIRM NAME rn ADollcablel TELEPHONE NUMBER COMPLETE MAILING ADDRESS .--- ;.~':';-'-- 20 Circle DRive Camp Hill, PA 17011 NA Iv It Nit NA- ~ ,q'/J '11 Nfr (7) Nit ;2 ;J.{s;, &'( f~ -l) (9) ~fJ/Jb~-4WJl (10) NiT (1) (2) (3) (4) (5) (6) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) OFFICIAL USE ONLY on ,.. .."" .0 :;:j -., C'i :::" CD d - :o~ (1)(') (;~j ~;: 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) ) 9. Funeral Expenses dministrative Costs hedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) z o ~ ~ l- ii: <C o .W 0::: 14. Net Value Subject to Tax (Line 12 minus Line 13) z o ~ ~ ~ a.. ::E o o ~ 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due x.O_ (15) x.O~ (16) x .12 (17) x .15 (18) (19) 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~ -< N ...... !~.) ," If---, , , ~~'i :31 N ,'.-": C!~ - - o -.. i, /Cf</, '11 { . (11) (12) (13) ,25: fie,geL :: q LJ /, iPs- Nfl- (14) (01, I q (, (, '9 Decedent's Complete Address: I :::8~DRE~ !riti1~~~~ I STATE PIT . Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) Nt} f/Jrr X~ Total Credits (A + B + C ) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty (3) (4) (5) (5A) 4. Total Interest/Penalty ( D + E ) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. . Check box on Page 1 Line 20 to request a refund I ZIP / 70/3 .1 Nit 5. If Line 1 +Une 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT /'1ft- PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred;.......................................................................................... D b. retain the right to designate who shall use the property transferred or its income; ............................................ D c. retain a reversionary interest; or......................,...........................................................................................,....... D d. receive the promise for life of either payments, benefits or care? ...................................................................... D 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. D 3. Did decedentown an "in trust fo~' or payable upon death bank account Or security at his or her death? .............. D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...........................;.......................................................................................:.... D No [i] 00 ~ fl;] ~ 00 1lI IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of pe~ury, I declare that 1 have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, conrect and complete. Declaration of preparerother than the personal representative is based on all infonnation of.which preparer has any knowledge. SIGNATURE OF ERSON RE PONSIBLE FOR ElLING RETURN uJ .e.. ADDRESS d.. 6 C J t2C!J f. SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ~1{51~ Pit /70/3 . DATE . /1 -tl - CJ/ ADDRESS DATE For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)]. For dates of death on or after January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (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 twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. .. RE~1~1,3 EX+ (9-00*, CCJMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF NUMBER I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. K~ .I, uJ{.~~ -1Y\ CIA~ .I r2o~ FILE NUMBER RELATIONSHIP TO DECEDENT Do Not List Trustee(s) ~~ ~~~ AMOUNT OR SHARE OF ESTATE Ill..- ch.- I /.1- ~ s-o~ ~-O% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. 0(; ).i _.- =('!) :::S""' o-~ m ,'" r,.j) ""1 , 'Ti :;::., TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) :0 "it? (On <(! 0 .....,. .."'" f;~'~;_ :g N ...... N REV.l50B EJ(. (1.97) . ESTATE OF COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER ITEM NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly.owned with the right of survivorship must be disclosed on Schedule F. 11 6T)-700~.q!:,7 1, DESCRIPTION h€cl</n1 'lkc' P/I/ C VALUE AT DATE OF DEATH /1 / qc;, qr TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ I / 9L/. Vr I . Recoru:;-; ., ,.;6 of Rec::,;!'; ';ViHs ~ 6/23/01 0000007343 Casket Spray $150.00 $0.00 $9.00 $159.00 $159.00 Occasion: Sympathy 6/23/01 0000007344 Roses $4.00 $0.00 $0.24 $4.24 $4.24 Occasion: Sympathy 6/23/01 0000007345 Cross/Heart $20.00 . $0.00 $1.20 $21.20 $21.20 6/2310,J Occasion: Sympathy 0000007346 Hinge $40.00 $0.00 $2.40 $42.40 $42.40 Occasion: Sympathy .. FORM100472-G900 ~ PNC~AN< Your account was DEBITED for the following reason: 2:- 'i 3f:, ~Gheck # posted on ~~_: encoding error _ posted to incorrect account Closed account ~. '-. S. K1'\n.JJ. A J . 5 q 7.cJ s Branch adjustment (branch name) _ \J"r-- .... ,..... o Service charge error . . /tI, 5Cf 7. c;}Q o Other: Account Number File 10 6070ayt5/'7 ocro AMOUNT $ PNC Bank, National Association -/3-tJ / I: ?I.Oqll,qqO ~I: 50 ?OOB q 5'~ ?nl 01.0 1,10000 ~ ~ q a. a. ql,1 ~. an d :D~ ).: -. .. ::;C!' - ::;j~. So 0" ;, -.""" ro z ~O. ~~ ~ $"m .:::! .... q.. -, ~ o () (J ......,.... .-.oI!'. _h \" -; .........--... ...~',. (') '--," (-..1 ::Y ~m N W g, '0 '- .:...;. >;:'. N Interest Checking Account Statement .?NG ~ank ~PNCBAN< For the period 07/07/2001 to 08108/2001 Primary account number: 50-7008-9517 Page 1 of 2 K L HELEN S BARNHART C/O KAY WOLFE 20 CIRCLE DR CARLISLE PA 17013 Number of enclosures: 1 11' For 24-hour customer service or current rates: Call1-888-PNC-BANK 18:1 Write to: Custorner Service PO Box 609 Pittsburgh PA 15230-9738 Q Visit us at WWW.pncbank.com III TOO terminal: 1-800-531-1648 For hearing impaired clienu only !mportant Account Information Consumer Electronic Funds Transfer Disclosure Statement Our revised policy on fraudulent use of your Consumer Check Card for Non-PIN purchases surpasses protections mandated by federal regulation. Quite simply, PNC Bank Consumer Check Cardholders are liable for $0 of Non-PIN purchases that are determined by us to be unauthorized, whether made in person, over the phone, or on the World Wide 'Veb. For additional information, please J'eview the enclosed Consumer Electronic Funds Transfer Disclosure Statement. Get With Our ~ogram. The PNC Bank Student Plan. I-lave a child going to college? Why not tell them about the PNC Bank Student Plan account? Any college student is eligible for this account, which features a checking account, free PNC Bank check card and a free savings account. Plus, there's 24-hour, 7-cL"\}' access to any of our more than 3100 PNC Bank ATMs and Account link at pncbank.com. Best of all, not only will }'our child have convenient access to their accounts, you can link the account to yours for easy cash transfers. Call I-888-PNCBANK or stop by your local branch office today to open an account. Interest Checking Account Summary Account number: 50-7008-9517 Account Link III number: 0180266187 Helen S Barnhart Balance Summary. Beginning balanCe 1,194.42 Deposits and other addltl(lOS .07 Checks and other deductions 1,194.49 Ending balance Please see the Activity Detail section for additional information. .. .00 Average monthly balance 346.77 Charges and fees .00 Transaction Summary Checks paldl Bank cardlPOS Account Information Teller withdrawals transactions assistance calls transactions 0 0 0 1 Total ATM PNC Bank MAC other MAC A TM other A TM transactions ATM transactions transactions transactions 0 0 0 0 Interest Summary Annual Percentage Number of days Average collected Interest Earned Yield Earned (APYE) in Interest period balance for APYE this period 0.36% 6 1,194.42 .07 As of 08/06, a total of $3.99 in interest was earned this year. ~ 111tere~t Checking Account Statement ACcount number: 50-7008-9517 - continued 0PNCBAN< For tile period 07/07/200.1 to 08/06/2001 HELEN S BARNHART Primary account number: 50-700S-9517 Page 2 of 2 ro" . V For 24-hQUf customer service: . Call: '1-9SS-PNC-BANK Activity Detail Deposits and Other Additions Date Amount Description 07/13 .07 Interest Papuent There was 1 Deposit or Other Addition totaling $.07. Other Deductions There were 2 Other Deductions totaling $1.194A9. Dale Amount Description Outstanding Item Close Debit Memo Reference No. 029362087 07/13 07/16 .00 1,194.49 Daily Balance Detail Date Balance 07/07 1.194.42 Date 07/13 Balance 1,194.49 Date 07/16 Balance .00 Want a Quick. Easy and Convenient Way to Apply for a Loan2' Log on to the Loan Center today. The Loan Center offers online access to a variety of loan programs. TIle site is secured with a high level of encryption and, best of all. you could have your loan decision in a matter of minutes! Go to www.pncbank.com/offers/loan/ and check out our special offer. .. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WOLFE KAY L 20 CIRCLE DRIVE CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: SSN: 180-26-6187 FILE NUMBER: 21-2001- 0596 DECEDENT NAME: BARNHART HELEN S DATE OF PAYMENT: 11/27/2001 POSTMARK DATE: 11/20/2001 COUNTY: CUMBERLAND DATE OF DEATH: 06/19/2001 NO. CD 000560 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $61.19 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: KAY L WOLFE CHECK# 269 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS $61.19 MARY C. LEWIS REGISTER OF WILLS ~, ~ -. . SAFE DEPOSIT BOX INVENTORY :J.l~ (11- 5 C; h' REV..85 EX + (1.92) . , . __, . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT, 2B0601 HARRISBURG, PA 171211-0601 (STATE) (ZIP CODE) ~. /?o/7 .R-J 9<2Al-S )2J? CVJ "- ~ NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OP a. (NAME) (RELATIONSHIP) /1? Jp~j\-f--< s: J~?~5" kt>-J7l-~ (STREET ADDRESS) ~ ~ (CITY) b. (NAME) (RELATIONSHIP) Ie:: ~ .J- _ Lv.J L- f/ ...A- (STREET A'6DRESS)' / .... () C ~ ^-c--I -e ~ ;. (CITY) /ll~ h JST ATE) (ZIP CODE) ()]F-2..y (STATE) (ZIP CODE) c. (NAME) (STATE) (ZIP CODE) /J/,,? (RELA TlONSHIPI (STREET ADDRESS) (CITY) (STATE) (ZIP CODE) . NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT,BOX IS LOCATED (NAME) S'r (STATE) (ZIP CODE) "NUMBER OF BOX --;2-/ .r a. b. (NAME) (STREET ADDRESS) (STREET ADDRESS) (CITY) (STATE) (ZIP CODE) (CITY) (STATE) (ZIP CODE) .. If y.s, a. Dat. of wHl: r ~~ d :oS' rec -.-- e ~..o <: w(1) -.Q.. ~ S,O :::~ (STATE)"> OZIP CODE) -0 S: (l) N = Wo Ui - ...... b. Name and address of personal repr..entutlv.; If named In the will (N~) ':1. (STREET ADDRESS) (CITY) ::..~ .:.. . ? c' (j :'OC )>~ c. Name and address of attorney, if ony (NAME) (STREET ADDRESS) (CITY) (STATE) (ZIP CODE) ~ .... / .' ;:/ SAFE DEPOSIT BOX INVENTORY . .;JQSTRUCTIONS= (1) Cash: Report total only. (2) Stocks: list in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designated by name of company, certificate number, date of certificate, name in which stock is registered, and number of shares and dass of stock. (3) Obligations of U. S. Government: Number of items, date of issue, face value, names in which registered and type of ownership, i.e., jointly held, payable on death, etc. (4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds) (5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book, name of bank and branch, and balance. (6) Jewelry, Coins, Stomps, Manuscripts, etc: List and describe as fully as possible. (7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: list and describe as fully ~s possible. (8) All other contents. Page of C2/- OJ - S9~' <( ITEM NO. ITEM DESCRIPTION /r: (J) _ "'"L-') _ - Z- _ a..J ~~4~ _01 '"2..J:.> ..7',$ e:? ..r "L I ~ I . .LJ-I-5~L. ~/ ~~,-ir LJ . 7)--;^1.~_\ ~~~~ ~;v -/~..r- Y.n Co. ..f7J , J ~. - '7 '" ~,_. roO -'" ""-~. ~ g,~~ "'S; (") =:: (1;- (/)0 - J /l-i)d~ L PRINT TInE CHECK AP OPRIA E BOX: ;kc Ga"Executor(trixj OAdministrator(trixj KJ 0 Estate Representative 0 Joint owner of safe deposit box NOTE: Attach additional 8V:1'~.,x II" sheet (s) If necessary or use duplicates of this page of form. \, ;/6- 0239' _.:>> ~ .. BUREAU OF INDIVIDUAL TAXES ~HERITANCE TAX DIVISION EPT. Z80601 . ARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX iFP liZ-DOl ReCorOGci ReQi~,is' '02 JAN 18 P3 :45 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-21-2002 BARNHART 06-19-2001 21 01-0596 CUMBERLAND 101 HELEN S KAY L WOLFE 20 CIRCLE DR CAMP HILL t;l&!r~7~ 11 CUmOb!..:.'Y' Allount RelliUed .": ~.'jf 1 i=JoJ.l. MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV =is'4j-i3f-AFP--fi'2-::"o(ir-No'fici--oF-YNHiifiTAifcE-TAx-jrpPRA-isiifENT~--ALi-owAifcE-(fR------------ ----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BARNHART HELEN S FILE NO. 21 01-0596 ACN 101 DATE 01-21-2002 TAX RETURN WAS: ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 1.194.49 .00 .00 (8) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 1,194.49 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 252.84 .00 (11) (12) (13) (14) :0'52 84 941.65 .00 941.65 NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due .00 941.65 .00 .00 X 00 = X 045 = X 12 = X 15 = TAX CREDITS: PAYMENT RECI:IPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-20-2001 CDoo0560 .00 61.19 TOTAL TAX CREDIT 61.19 BALANCE OF TAX DUE 18.82CR INTEREST AND PEN. .00 TOTAL DUE 18.82CR (19)= .00 42.37 .00 .00 42.37 · IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before Dec~ber 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment 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 to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Datach tha top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF MILLS. AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-13l3). Applications are available at the Office of the Registar of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering: 1-800-362-2050, services for taxpayers with special hearing and I or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-150l) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (57-) discount of the tax paid is allowed. PENALTY: The 157- tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (67-) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 207- .000548 1992 97- .000247 1983 167- .000438 1993-1994 n .000192 1984 117- .000301 1995-1998 97- .000247 1985 137- .000356 1999 n .000192 1986 107- .000274 2000 87- .000219 1987 97- .000247 2001 97- .000247 1988-1991 117- .000301 2002 67- .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. . REV-1470 EX (6"') ,* INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENrS NAME Helen S. Barnhart FILE NUMBER REVIEWED BY CHARLES WRIGHT ACN 2101-0596 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES J 1,2 Lineal heirs are taxable at the rate of 4.5% for dates of death on or after 07-01-2000. ROW Page 1 I (p.-d3 q - c:1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* ~s'- BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z8D601 HARRISBURG, PA 171Z8-D6Dl REV-1617 EX IFP 112-111 KAY L WOLFE 20 CIRCLE DR CAMP HILL .02 rlJA TE .H~STATE OF u, \! njj~DATE OF DEATH FILE NUMBER P 2 ~NTY 01-22-2002 BARNHART 06-19-2001 21 01-0596 CUMBERLAND 101 HELEN S Recoroe Refji;;cc JAN 25 Allount Rellitted PA 17 0 11 Clerk. C'Alfnberla!,d c' , .:"_+ __ ',)>.~Il __,')., PA MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV =iito-j-Ex-AFP-ci'2-=ooY------...-iNifERiYA'NcE-fAx-sTA-fEMEtif-oF'-Accouiff--.-..--------------------- ESTATE OF BARNHART HELEN S FILE NO.21 01-0596 ACN 101 DATE 01-22-2002 THIS STATEMENT IS PROVIDED TO ADVISE OF THE 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 BALANCE. AND. IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-21-2002 P R I NCI PAL TAX DUE: ...................................................................._......_............................................................................................................................................. 42.37 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-20-2001 CDOO0560 .00 61.19 TOTAL TAX CREDIT 61.19 BALANCE OF TAX DUE 18.82CR INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE 18.82CR SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ. YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J PAYMENT: Detach the tDP pDrtiDn Df this NDtice and submit with YDUr payment made payable tD the name and address printed Dn the reverse side. If RESIDENT DECEDENT make check Dr mDney Drder payable tD: REGISTER OF WILLS, AGENT. If NON-RESIDENT DECEDENT make check Dr mDney Drder payable tD: COHHONWEAL TH OF PENNSYLVANIA. REFUND (CR): A refund Df a tax credit, which was nDt requested Dn tha Tax Return, may be requested by cDmpleting an "ApplicatiDn fDr Refund Df Pennsylvania Inheritance and Estate Tax" (REV-13l3). ApplicatiDns are available at the Office Df the Register Df Wills, any Df the 23 Revenue District Offices Dr frDm the Department's 24-hDur answering service fDr fDrms Drdering: 1-800-362-2050; services fDr taxpayers with special hearing and I Dr speaking needs: 1-800-447-3020 (TT Dnly). REPLY TO: QuestiDns regarding errDrs cDntained Dn this nDtice ShDUld be addressed tD: PA Department Df Revenue, Bureau Df Individual Taxas, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone (7171 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5X) discDunt Df the tax paid is allowed. PENALTY: The l5X tax amnesty non-participation penalty is cDmputed on the total of the tax and interest assessed, and not paid befora January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) mDnths and Dne (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate Df six (6X) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate annDunced by the PA Department of Revenue. The applicable interest rates for 1982 thrDugh 2002 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20X .000548 1992 9X .000247 1983 l6X .000438 1993-1994 7X .000192 1984 llX .000301 1995-1998 9X .000247 1985 l3X .000356 1999 7X .000192 1986 lOX .000274 2000 8X .000219 1987 9X .000247 2001 9X .000247 1988-1991 llX .000301 2002 6X .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becDmes delinquent will reflect an interest calculation to fifteen (15) days beYDnd the date Df the assessment. If payment is made after the interest computatiDn date shown on the NDtice, additiDnal interest must be calculated. STATUS REPORT UNDER RULE 6.12 Name of Decedent: #~ .s ~aJ'vV1 haJ Date of Death: & - jq - D J Will No.: J.l- 01 - Sq(, Admin. No.: o ;; oK ~,. . Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State ~h9her administration of the estate is complete: Yes 0 No 0 2. If the answer is No, state when the personal repref9ry;ative reasonably believes that the administration will be complete: /.Y..-D- 3. Ifthe answer to No.1 is Yes, state the following: a. Did the personal :r::ErS$entative file a final account with the Court? Yes _ No .t1.d'" b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representati~ sj9te an account informally to the parties in interest? Yes 0 No ~ c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date ttt / I~. Si~ ur / r<i -::t Name - 0.. .~ 01 ..- i':,,') ?;;: ::c ..'J Address I~.:Y) L:~ OJ (;;10::: 0::: p .;j) .... .0 c~ G) ::; 36 Telephone No. Capacity: 0 Personal Representative o Counsel for personal representative ~ Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 5/07/2003 ROGERS MARJORIE S 1 BARTLETT ROAD DURHAM, NH 03824 RE: Estate of BARNHART HELEN S File Number: 2001-00596 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 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 will become delinquent on: 6/19/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, DONNA M. OTTO DEPUTY REGISTER OF WILLS cc: lFile Counsel Judge