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HomeMy WebLinkAbout02-0007PETITION FOR PROBATE and GRANT OF LETTERS Estate of' ~¢ ~/~--~ No. 21-02-0007 also known as To: ,~ Deceased. SociaI Security No. / 7 7 - oz y_ 69 7 3 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut in the last will of the above decedent, dated and codicil(s) dated Register of V)~ills SOT,t-he County of Commonwealth of Pennsylvania in the named ,19 6;7 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in C~.~-~ errs- ~/.~' ~ County, Pennsylvania, with h ~, ~q last family or~principal~esidence ' ~', '. ' . ,'rr~ (list street, number and muncipality) Except as follows~ dec,fleA,did not marry, was not divorced and did not have a child born or adopted after-execution of the will ~f~red for probate; was not the victim of a killing and was never adjudicated incompetent: . ~ ~z .. Decendent at de~tgo~ne4Yproperty with estimated values as follows: ~- O (II.domiciled.in ~Pa:)'-. '-- All personal property (If not domiciled in Ph.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania/-, ~ situated as follows: (_-'~O//O ,T/'~ f~ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) and the grant of letters presented herewith (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. OATH OF'PERSONAL REPRESENTATIVE COMMONWEALTH OF.PENNSYLVANIA COUNTY OF.. ('?.c/.,y..0'esd-°-o~:~- · } ss The petitioner(s)~abbv~rla~,~d swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to thi-best 'df,tzhe knowledge and belief of petitioner~ and that as personal represen- tative(s) of the above .deced~t ~_etitioner(s) will well and truly a~rffmi§ter the estate according to law. Sworn to or affirmed and_~subscnbed 'c ' ~ before me this ','4th, ~ day of | ~ , --_ ~--~ ~' a~u6v~ ~ _- >.~-.,C a~ 200~ J ' 3~,~ ~.~ r-. z_. 7<5 c ~ ~ /" /' --7' '" "/""%.. 'Re~ster ~: : _ ~ /- Z .' ' NO. 21-02-0007 Estate Of JANE E RICE ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW JANUARY 4 .xe~.2002 , in considet'ation of' ~i'~.e pefitiou, on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated OCTOBER 22~ 1969 described therein be admitted to probate and filed of record as the last will of JANE E RICE ; and Letters TESTAMENTARY are hereby granted to ROBERT L RICE FEES Probate, Letters, Etc .......... $ 18.00 Short Certificates( ) .......... $ ':-~5,. 00 3.00 R~-pages. nunoatlon ................ $. JCP $ 5.00 TOTAL __ $ 32.00 Filed .... J..A-N..U..AR.Y.. b.,.. 2.9.0.2. ............. / f ~e~ister °f W,ills ' / ATTORNEY (Sup. ct. I.D. NO.) ADDRESS pHONE MAIL TO EXECUTOR 21-02-0007 REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBI~'G WITNESS / // / ~.~.. codicil / (each) a subscribing witness to the will p.rAsented herewith, (each) being duly qualified according to "--s~"t // present and saw law, depose(s) and say( hat.. / ~. ,/ , the testat. ,, sign the same ap.' ',th..at signed as a witness at the request of testat in h / presen~and (m the presence of each other) (in the presence of the other subscribing witness(es))./ Sworn to or affirmed and,su~bscribed before --~. me this.,.'/ day of x~ (Name) Register o~ .~(Address) COUNTY {~ ~/~TH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) an~ay(s) that ~ ~"ct~l familiar with the signature of ' ~-~-'~e__ ~ /~-/C ~ , codicil testat~/~ of (one of the subscribing witnesses to) the ~ presented herewith and cil that ~ believe~the signature on the~ in the handwriting of to the best of' ~ ~,,~ ~,~ kn~wieoge ano belief. Sworn to oy affirmed a~d~y?bsc~ed before me this- ~ ~ 4th ~ : ~i Z~ day of _ - /Name)x.._ SNamej (Address) 21-02-007 .? REGISTER OF WILLS OF CiO~UNTY OATH OF SUBSCRIBING WITNESS/ ./ codicil /" (each) a subscribing witness to the will presented herew)fl~, (each) being duly qualified according to law, depose(s) and say(s) that // present and saw the testat. ., sign the same and that /'/ signed as a witness at the request of testat, in Ix _ pres~¢~ and (in the presence of each other) (in the presence of the other subscribing witness(es)). / Sworn to or affirmed and sub~ibed before me this // day of (Name) // 19 / (Address) Register (Name) (Address) REGISI',IER OF wILLs OF OATH OF NON-SUBSCRIBING WITNESS (each)-a subscriber hereto, testat E/X of (one of that ~ (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature of .~v~a_ ~ ~o__~ , codi..c.J!~x the subscribing witnesses to)the (wil0 presented herewith and . '"'"~.~xo~icil believe~/the signature on the~/ts in the handwriting of tO the best of-" ',/d~T.~.__~_~-knO~ledge and belief.--~ Sworn to o? a:ffi~med'~nd subScfife~, before me this i : ','4th '~ "',~.~dayof . ; {Namel J~U~Y ' ~ 2002 ~~~~ ' ~ z (Address) f I ~' , :- 'Reg;sterf (Name) (Address) JON F. LAFAVER 21-02-0007 JANE E. RICE 'i, JANE E. RICE, of Lower Allen Township, Cumberland County, Pennsylvania', being of sound, 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 ail other wills'by me at any time heretofore made; I direct that my ExecUtor hereinafter named Shall pay all my just debts .and funeral expenses as'soon ~s c0nvenientiy may be done after my decease. All t~e:rest, residue and remainder of my.~estAte~, wh~ther real, personal or mixed, and wheresoever situate, I hereby give,.devise and bequeath unto my .husband, ROBERT L.' RICEi 'if he survives me 'by a peri°d.of, thirtY ~ays. If my~said husband does not survive me. by a period of thirty days; the~ this gift to him shall be divested, and I then give, deVise and bequeath my entire estate unto my children in equal shares' III. I hereby nominate, constitute and app6int HARRISBURG I~TIOI~L B~NK AND TRUST COMPANY as:Guardian of the. estates'of'any minors who may take a share:under this Will. TV. I hereby nominate, constitute and appoint'my husband, ROBERT L. RICE, as Executor of this, my Last'Will and Testament. If the ~aid Robert L.. Rice ·should predecease me, or otHerwise-failS to qUalify, or ceases to act as such, then I nominate, Constitute and appoint HARRISBURG NATIONAL BANK AND TRUST COMPANY as Executor,: . No fiduciary.acting under this Will shall be required to post bond in this jUrisdiction or in any jurisd~cti~n~in which he may act. Page one of two Pages Z3I~ . Z ~--.s.:,'D b.c.,ai~:.C:.:39 ~qhfan,vok' z;ofS. A-xswoJ to ~ZDIi[ .~ ~2AL ~.I .II ~' ; ..... srl ~.l ,72i~ .J T2Z%Oi~ bn'.~daud ~m oJ,~u : .II! :: . iiiW . V i _. _~,o ...... J?~:,;.:3'~~'' b.~ fi.kW ' d .V IN WITNESS'WHEREOF, i, Jane E. Rice, the Testatrix, have unto" this, my Last will and Testament, set my'hand and seal this ~f~ day of , A; D., 1969. (S~A~.) SIGNED,'SEALED,~ PUBLISHED and DECLARED by Jane E.~ Rice, the above- 'named Testatrix,' as and for her Last Will and Testament in the,presence of us, who have 'hereunto subscribed o~r names as witnesses at her request,· in the presence of the said Testatrix'and of each' ot~er. page two. of two Pages © © ¢-=.-I3 r~1 ~2as.upsx xsJ Js asaasrz3-_~w as asms.~ xuo bsd±~oadua o:i'~uoxsrl svmf oJ-.¢ Name of Decedent: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Date of Death: Will No. ¢~/~ff2 '- 0066 '~ 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 ~' ~ .~d~:~, : Name Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Address 7 Date: c~4/'~ ¢ Capacity: __ Signature Name Address ?ff~.~ c~A~ dJd /~;7~,~. Telephone (717) ~ g -77a Personal Representative / ? ~d's" Counsel for personal representative REV-1500 EX (6-00) I REV- 1 500 .. ", ~ PENNSYLVANIAI ' j~~~,~. DEPARTMENT OF REVENUE ~'~'1~,,~,,,~'~"~ DEPT, 280601 INHERITANCE TAX RETURN '~~,~'~' HARRISBURG, PA 17128,060.1 RESIDENT DECEDENT DECEDENT'S NAME (LAST FIRST AND MIDDLE INITIAL) · /~c~' u,~,~- ~. DATE OF DEATH (MM-DD-YEAR) . I DATE OF BIRTH (MM-DD-YEAR) / '(IF APPLICABLE) SURVIVING SPOUSE_~ NAME (LAST, FIRST, AND MIDDLE INITIAL) '~1. Original Return ~]4. Limited Estate ,{~6. Decedent Died Testate (Attach copy of Will) [~ 9. Litiga?on Proceeds Received [~]2. Supplemental Returh ~"] 4a. Future Interest Compromise (aate of death after 12-12-82) [] 7. Decedent Maintained a Living Trust (Attach copy 6fTrust) [~ 10. Spousal Povedy Credit (date of death between 12-31-91'and 1-1-95) OFFICIAL USE ONLY · !'7.-~1~ ~ FILE NUMBER ... COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER ,'77- ~y 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule S) 3. Closely H~ld Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly C~ned Property (Schedule F) [--'~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule'G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Sct~edule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total.Deductions (iota!'Lines ~ & 10) 12. SOCIAL SECURITY NUMBER [~ 3. Remainder~RetU'rn (date of death priorto 12-13-82) r-~5. Federal Estate Tax Return Required {~ 8. Total Number of Safe Deposit Boxes [~11. Election to tax under Sec. 9113(A) (Attach Sch O) TELEPHONE NUMBER FIRM NAME (If'Applicable) COMPLETE MAILING ADDRESS (2) · (3) (4) (5) · (6) (7) OFFICIAL USE ONLY Net Value of Estate (Line 8 minus Lithe 11) . '. . - .. , , 13, Charitable and Governmental Bequests/Sec 9113 Trusts for which an eiection to tax has not been made (Scheduie J) 14. Net Value Subject to Tax (Line 12 minus Line 13) : (9) (lO) (8) (11) "(i2) ',. (13) (14) 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) /~ 4/'-~--O x .0__ 16. Amount of Line 14 taxable at lineal rate., x ..0 __ (15) (16) 17, Amount of Line 14 taxable at sibling rate x .12 (17) 18. Amount of Line 14 taxable at collateral rate . x .15 (18) /19· Tax Due (19) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS · Decedent's Complete Address: CITY Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Pdor Paymen!s C. Discount . 3. Interest/Penalty if applical~ie D..interest · - E. Penalty STATE ~ ZIP .~-~O~¢-'~'" . Total Credits (A + B ~C ) ,' !27 Total Interest/Penalty ( D + E ) (3) If Line 2 is greater than Line 1 + Line 3, enter the.difference. This is the OVERPAYMENT. Check box o'n Page 1 Line 20 to request a refund If Line 1 + Line 3 is greater than Line 2, enter the difference. This'is the TAX DUE. A. Enter the interest on the tax due. : B, Enter the total of Line 5 + 5A. This isthe BALANCEDUE." · ?, '~....' - ,, · (4) .(5) ..(5A) (5B)- · *'" Mai~'e ;Check,Pbyable to: REGISTER OF WILLS, AGENT· PLEASE ANSWER THE FOLLOWING QUESTIONS. BY PLACING AN "X" IN THE APPROPRIATE 1. Did decedent make a transfer and: Yes a. retain the use or income of'the property transferred; ........... i ........ ii ................ ...... i ............................................. [] b. retain the dght 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 December i2, 1982, did decedent transfer property within one year of death without receiving adequate considera_tibf~? ........................................................................................................... ,.. r'-]·. 3. Did decedent own. an "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? ............. : .................... : ............................................. i ................... ~ ............. : ..... [] IF THE ANSWERTO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT BLOCKS. · No []. AS PART OF THE, RETURN?i -SIGNATUR~RN ' Under penalties of perjury, I declare that I I~ave e~ this return, including ac~.,companying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.' Declaration of preparer other than the pe?,~.c:~?r.~entative is based on~,,.~tffformation of which preparer has any knowledge. ' ' DATE ~ DATE SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ' ADDRESS -" .' For. dates of death on or.after,July 1, 1994 and before January 1, 1995, the tax rate imposed op the.net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a)(1.1) (i)]. .' For dates of death on or after January. 1,. 1995, the tax rate.imposed on the net value of transfers to or-for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse'fromtax, 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 RS. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedenrs lineal beneficiaries is 4.5%, 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 siblihgs is 12% [72 P.S. §9116(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 btood 0r adoption. REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF ~ ~..,'--- ,,,/"~'~'~.,, ~::::__ ~ FILE NUMBER ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) REV-1509EX*(I-gT). -, COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F t JOINTLY-OWNED PROPERTY FILE NUMBER If an asset was made joint within one'year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT I~DE Include name of financial institution and bank account numbor or similar iden~/ing numt~r. Attach DATE OF DEATH DECD'S V~UE OF ~IUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTERESt 4. A. N.''~ 'pod- ~,r~'.~ j'-~',~r'c./,,-,./'c~ 14~/ /~,'-~ TOTt~J. (Also enter on line 6, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) REd-1513 EX+ (~)-00~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE ! 1. TAXABLE DISTRIBUTIONS [include outright spousal distributions and transfers under Sec. 9.~.~a) (1.2)] ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIA'I:E, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER.SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART Il- 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) LAST WILL AND TEST~J~ENT OF JANE E. RICE I, JANE E. RICE, of Lower Allen Township, Cumberland County, Pennsylvania, being of sound mind, memory and understanding~'-d0'He~eb~ ~e', publish and declare this as' and for my Last Will and Testament hereby revoking and making void any and all other wills by me at any time heretofore made. I. I direct tha~ my Executor hereinafter named shall pay all my Just debts and funeral expenses as soon as convenientl2 may be done after my decease. II. All. the, rest,, residue and remainder of my estate, whether real, personal or mixed, and wheresoever situate, I hereby give, devise and bequeath unto my husband, ROBERT L. RICE, if he survives me by a period of thirty days. If my said husband does not survive me by a period of thirty days, then this gift to him shall be divested, and I then give, devise and bequeath my entire estate unto my children in equal shares. III. I hereby nominate, constitute and appoint HARRISBURG NATIONAL BANE AND TRUST COMPANY as Guardian of the estates of any minors who may take a share under this Will. IV. I hereby nominate, constitute and appoint my husband, ROBERT L. RICE, as Executor of-this, my Last Will and Testament. If the said Robert L. Rice should predecease me, or otherwise fails to qualify, or ceases to act as such, then I nominate, cdnstitute and appointHARRISBURGNATiONAL BANK AND TRUST COMPANy as Executor. Ve No fiduciary acting under this Will shall be required to post bond in this jurisdiction or in any jurisdiction in which he may act. Page one of two Pages IN WITNESS WHEREOF, I, Jane' E. Rice, the Testatrix, have unto this, my Last Will and Testament, set my hand and seal this ~_~.~. day of SIGNED, SEALED, PUBLISHED and DECLARED by Jane E. Rice, the above- named Testatrix, as and for her Last Will and Testament in the presence of us, who have hereunto subscribed our names as witnesses at her request, in the presence of the said Testatrix and of each other. Page two of two Pages Inventory of the real and personal estate of deceased' COMMONWEALTH OF PENNSYLVANIA ~ ss: COUNTY OF CUMBERLAND j according to law, deposes and says that he t'~ 'T~,'~e '" of the Estate of b/"~4/~c' ~.c-, ~ ~X~ , Cumberland County, Pa., deceased within !.s 'an inventory made by /~/Tf,'t,~ /--. /L~'e~' , the said of th& entire' est'ate of said decedent, consisting of all the personal property, and- r, eal 'estat&;. e~cept ~eal estate Outside', the Commonwealth of Pennsylvania, and that the figures opposite each 'item" of the' I~,ent°ry re~'reseht it's 'fair value as of the date of decedent's death. and subscribed before me, ";'~" ' ""Notarial Seal Susan L. Zych, NOtary Public Mechanlcsburg Bore, Cumberland County Commission Expires Nov. 2.4, 200? Ueniber, Penn~.~uanta A~0c~ et Notart~ Date ~f 'Death,.,,'. Executor - Admlnisfrafor · Address 2. 3. 4. Day , Month '~ x,'. '~ ',' .... Year INSTRUCTIONS An inventory must be filed within three months after appointment of personal representative. A 'supplement invenf0ry must be filed within fhlrfy days of discovery of additional assets. Additional sheets may be attached as to personalty or realty See Article IV, Fiduciaries Act of 1949. ~ Z 7 0 C~ ,,, CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Will No. To the Register: Ray W. Lerew, Jr. April 25, 1996 Admin. No. 21-02-0001 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: April 10, 2002 Name Address Lourene D. Lerew 339 E. Old York Rd, Carlisle, Pennsylvania 17013 David R. Lerew 6051 Gwynn Oak Avenue, Baltimore MD 21207 Jason D. Lerew 3335 Apache Court, Allentown PA 18104 Victoria L. Burr 201 Second Street, Boiling Springs PA 17007 Notice has now been given to all persons entitled thereto under Rule 5.6)a) except NO EXCEPTIONS Date: April 12, 2002 Signature .Name: Address: - Capacity:__ Robert M. Frey 5 South Hanover Street Carlisle, Pennsylvania 17013 Personal Representative X Counsel for Personal Representative BUREAU OF ZNDZVZDUAL TAXES TNHERZTANCE TAX DIVISION DEPT. Z8060! HARRTSDURG, PA 171Z8-0601 ROBERT L RICE 905 SHEFFIELD AVE HECHANZCSBURG COHHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOT/CE OF INHERITANCE TAX. APPRAZSEHENT, ALLO#ANCE OR DZSALLOHANCE OF DEDUCTIONS AND ASSESSNENT OF TAX '02 HF~Y 24 1.It0:56 DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 05-ZO-ZOOZ RICE 09-25-2001 21 02-0007 CUHBERLAND 101 Amount Remitted REV-1G47 EX AFP (01-02) JANE E HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF NZLLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG TH]:S LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP [01-02) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF RICE JANE E FILE NO. Z1 0Z-0007 ACN 101 DATE 05-ZO-ZOO2 TAX RETURN #AS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) $. Closely Held Stock/Partnership Interest (Schedule C) ($) ~. Nortgages/No~as Receivable (Schedule D) (~) S. Cash/Bank Deposlts/Hisc. Personal Property (Schedule E) ($) 6. Jo/ntly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEHPTZONS: 9. Funeral ExPenses/AdB, Costs/H/sc. Expenses (Schedule H) (9) 10. Debts/Nortgage Liabilities/Liens (Schedule Z) (10) 11. Total Deduct/ohs 12. Net Value of Tax Return Char/table/governmental Bequests; Non-eZected 9115 Trusts (Schedule J) Net Value of Estate SubSect to Tax .00 O0 O0 O0 11~000.00 50 00. O0 (8) ,00 .00 (11) (12) (15) (1~) NOTE: Zf an assessment ~as issued previously, lines 14, 15 and/or 16, 17, re~lect ~igures that include the total of ALL returns assessed to date. NOTE: To /nsura proper credit to your account, submit the upper port/on of th/s fora ~/th your tax payment. 11,050.00 11,050.00 ASSESSHENT OF TAX: 15. Amount of L/ne 14 at Spousal rate 16. Amount of L/ne 14 taxable at Lineal/Class A rate 17. Amount of Line lq at S/bl/ng rata 18. Amount of Line lq taxable at Collateral/Class B rate 19. Princ/pal Tax Due TAX CREDITS: PAYHENT RECEZP1 DISCOUNT (+) DATE NUHBER [NTEREST/PEN PAID (-) ZF PAID AFTER DATE ZNDZCATED~ SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 11,050.00 18 and 19 will ( ZF TOTAL DUE ZS LESS THAN fl, NO PAYHENT ZS REgUZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR)~ YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 .00 .00 AHOUNT PAID (15) 11,050.00 X O0 = .00 (16). .00 X 0~5 = .00 (17). .00. x 12 = . O0 (18), .00 x 15 = .00 (19)= . O0 RESERVATION: Estates of decedents dying on or before December 1Z; I981 -- 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,.tha Commonwealth hareb~ expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collataral) rate on any such future interest. PURPOSE OF . . * . NOTICE: To ~ulf[11 the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (72 P.S. Section 9140). PAYNENT: Detach the top port[on of this Not[ce and submit with your payment to the Register of Hills printed on ithe reverse side. --Hake check or money order payable to: REGISTER OF HILLS, AGENT REFUND (CE): A refund of a tax credit, mh[ch mas not requested on the Tax Return, may be requested bY completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications are available at the Off[ce of the Register of Hills, any of the Z$ Revenue District Off[cas, or by calling the special Z4-hour ... ans#er[ng service for farms ordering: 1-800-362-Z050j services for taxpayers with special hearing and / or · speaking needs: 1-800-447-$010 (TT only). OBJECTIONS: 'Any party in interest nat satisfied mith the appraisement, allowance, or disallowance of deductions, or dssessment of tax (including discount or interest) as shown on this Notice must abject within sixty (60) days of receipt of this Notice by: *.',~ · --written protest to the PA Department cf Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1011, OR. --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. . ADHIN- ISTRATIVE CORRECTIONS: Factual errors discovered an this assessment should be addressed in writing to: PA Department of Revanue~ . .* Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 180601~ Harr[sburg~ PA 171Z8-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for e Resident Decedent" [REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (~} calendar months afta~ the decadent's death, a five percent [SX) discount of the tax paid [s allowed. PENALTY: The 151 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January lB, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time per[od as you would' appeal the tax and interest that has been assessed as indicated on this net[ce. INTEREST: Interest is charged, beginning with first day of delinquency, or nine (g) months and one (l) day from the data of death, to the data of payment. Taxes which became delinquent befora January 1, 1981 bear interest at the rate of six [SX) percent per annum calculated at a daily rate of .0~0164. All taxes Nh[ch became d~l[nquant on and after January 1, 1981 ~i11 bear interest at a rata Nh[ch will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates far 1981 through 2002 ara: Year ' Interest Rate Daily Interest Factor Rate Daily Interest Factor 1981 201 .000548 1983 161 .0004~8 1984 111 .000301 1985 131 .000356 1986 IOZ .00027¢ 1987 91 .000247 1988-1991 llZ .OOO$O1 --Interest is calculated as follows: INTEREST = BALANCE oF TAX UNPAID Year Interest 1992 91 · 1993-1994 71 1995-1998 91 1999 71 2000 81 2001 91 2002 61 .000247 · .000192 .000247 .000192 .000219 .000247 .000164 X NUNBER OF DAYS DELINQUENT X DAILY TNTEREST FACTOR --Any Nat[ce issued al(er the tax becomes delinquent will reflect an interest calculation to fifteen (15] days beyond the date of. the assessment. Xf payment is made after the interest computation date shown on the Notice, additional interest must ba calculated. STATUS REPORT UNDER RULE 6.17 Date of Death: d ~/~3/~f~f? / / Will No. --~/- d3 ~ -d~ ? Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ~ 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__~u- 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. (MAH:rmf/AM3) hame (Please type or print.) Tel. No. Capacity: ~ Personal Representative Counsel for personal representative