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HomeMy WebLinkAbout00-0684.: • Register of Wills of G`umberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: .~~L/.~GTi GAL/ f/L^ ~ /~ Date of Death: • ~~ ~`~/ '~G .~ .; . Estate No.• :~e~ " G G ~ y -~ 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 0 .!~L=~ ~~ ~ 3'. If the answer to No. 1 is Yes, state the following: a. Did the personal representative' file a final account with the Court? Ycs j=] 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 . Q c. Copies of receipts, releases, joinders and approval'of formal or informal accounts maybe filed with the Clerk of the Orphans' Court and maybe attached to this report. Date: ~ ~~ ~/8 ~~ cra a~ ~. ca . ~ L-`N Signature ri --- ~- ---,,-. ~_ ~-; ->;_. ~:~=; l ~_ o • .lam, S ~ ~-.v.c ~-S' Name Address C'!~~ f / ~ ~~~ -2-~r3- ~3 ~3/ Telephone No. Capacity: ^ Personal Representative 'Counsel for personal representative , _ _ __ - Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 170~?~., ~. ,.~,.~.~~. ~~ Phone : (717 ) 24<© ~.~~45' '~ ~ `~` ~~• ~~ 201Q JUL 28 At# 8~ 25 (JERK 0~ ~~a~s cau~ ~r~~~NO ca., Date: 7/27/2010 DANIELS WILLIAM S ONE W HIGH STREET STE 205 CARLISLE, PA 17013 RE: Estate of DEWALT OLIVE M File Number: 2000-00684 ~, Dear Sir/Madam: This notice is to serve as a reminder that the Status Report, by Personal Representative under Rule 6.12 is due on the below !listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,I, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on orlafter July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 8/04/2010 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, /~G°~ ~ ~ ~ ~ y--- l.~G~!1toc~,~~~2.~-~ Glenda Farner Strasba~ug Clerk of the Orphans'', Court cc: File Personal Representative(s) Cumberland County - 1~egster Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 ,. r _..~ E :i.;~ ~1;. .., LU~~ A~G 24 1i~ ~0' ~5 CLERK O~ ORPHAN'S CO~P7 Date: 8/24/2010 CUME?~P~:'NC C, , pA ROBERT L DEWALT 7700 BELEWS CREEK ROAD BELEWS CREEK, NC 27009 RE: Estate of DEWALT OLIVE M File Number: 2000-00684 Dear Sir/Madam: This notice is to serve as a reminder that the Status Reporlt by Personal Representative under Rule 6.12 is due on the belowjlisted date. ', As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, w'thin two (2) years of the decedent's death, shall file with the Regi ter of Wills a Status Report of completed or uncompleted administr,tion. This filing is due by: 8/04/2010 ~~ Please feel free to contact this office with any questions ou may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~sG~~t~t/ Glenda Farner Strasb~ Clerk of the Orphans! Court cc: File Counsel Cumberland T~`oun~~t - R:~gister bf Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 8/24/2010 DANIELS WILLIAM S ONE W HIGH STREET STE 205 CARLISLE, PA 17013 RE: Estate of DEWALT OLIVE M File Number: 2000-00684 -, ,,,,,E ; r 2610 AUK 24 A~ ~~ 09 ~pCuuLI~~E**RK CF ~~++11~'f~~~5 vV~J~~.q l~tl~~~~_l~~ ~ t'~ Dear Sir/Madam: This notice is to serve as a reminder that the Status Repor~ by Personal Representative under Rule 6.12 is due on the below'llisted date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULESI, N0. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or~after July 1, 1992, the personal representative or his counsel, w'thin two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 8/04/2010 Please feel free to contact this office with any questions ou may have. If you have already filed your Status Report, please~dsregard this notice. Sincerely, l~~U~t~c./~~I Glenda Farner Strasb~ Clerk of the Orphans'' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 r `:ry~; 'f r'j; r ~;;~ t~" t - N ~';~! j ww 2t~1E1 JUL 28 AM ~~ 2 aRf ~,,~ GUMB~~~"f0 CC~II,.PA Date: 7/27/2010 ROBERT L DEWALT 7700 BELEWS CREEK ROAD BELEWS CREEK, NC 27009 RE: Estate of DEWALT OLIVE M File Number: 2000-00684 Dear Sir/Madam: This notice is to serve as a reminder that the Status Reportl, by Personal Representative under Rule 6.12 is due on the belowllisted date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,' NO. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or'~after July 1, 1992, the personal representative or his counsel, wijthin two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 8/04/2010 Please feel free to contact this office with any questions ylou may have. If you have already filed your Status Report, please'~,disregard this notice. Sincerely, I~G~G~tot~,r~~it~e~b Glenda Farner Strasbaju Clerk of the Orphans'I Court cc: File Counsel F.ECISTEr^.OF ti^i'_LS GF ~" G``"~l~"~''~ C:pL+.vTY, PF'_~~`~SYL~~~;~.~?. Tti31?le GI Decede,?~: , Date ^: n°ath: Oa File i`;u:~be: ~~ ~ ~~ P ... iii w Dv. (l ('' C 1 i. 17 T t:;e ~ - :~'.. ~ ~• '. t ? ,• t L«~ii;i ~ ~ v.~,. i~L:.e v. i a . vit F.ll.~.ci~„~ i;:itit r=c;ia^. ~n nQrr: ~1Q_1 (?I tht' ~L~'1.. ?!`tl'3 Ill ~l :., et, _. ..~ ti?e above-ca;~tioned estate: . 1. State whether auninistration of tae estate is complete :.................... Q ~'es ~'No 2. If the answer-is ~i'o, state when the personal representative reasonably believes ti^~at the administration will be coniplet.: 3. If the ai?s.ver to I~'o. l is YES, state tie iollowin;: a. Did the personal representative : le a f nal~accotrnt with the Court? ....... (Yes 0 No b. The separate Orphans' Court?vo. (if any) for the person?I representative's account is: c. Did the personal representative slate an account .. ............................... ,c., ~~ o tnforn?aliy to the parties rn tr?terest? "~^ ~1 d. Copies of receipts, releases, joinders and approvals of foirnal or informal ai;cortnts maybe filed with the Clerlc of the Orphans' Court and may bz at~ached t .'~ port. Si~nrr.:rt uj Pcr;an Fairg ti,ir Farm t ~ ~ N ~ Capacs,v~ Persona Re~resentatire, [ounscl t~ c.. , ~ G~ _:_ ~ r~ O ~ , L , ,_ p,. t`:m::z oJPrrtai Filic^tfa i•urn, i ll f, c ~ L~ ~ ~'' .-,- f u' '`~ ~ 2 ~' ~dc'rrs LL ~=' F- reltr;iOnt .i....' S~~.i~ C~ 6 i<.E~~.-1STFi: OF tiv'.LS C'" G`"`~l~ ~ . GF____ -- C:OU:~T'Y,PI'.?,~;SYL~V~,~:.? l`f3111e Gf DeCede!?t: ~ ~~'V ~J ~!~/ ~~-/ Date ^: Dean?:-. ~ da File i`iu;~~be..• O0 ~'~ - f i~iii~ii:i • ~^ D., rr (` B. to r: 17 T ,•~...,,.t t!1e FBI ~,Yttrin,7 ~::iin t•~ct~~~ ` t~~ (1!~!?:^~~~ir_1 C!f t11 ~'. ~~'c'.Li1':i;llStl'c3t101'. Of ti?e above-ca;~tioned estate: . 1 • Stzte whether administration of file estate is complete :............ . ....... ', ~ Yes ,~No 2. If the an's~ver'is l~'o, state when tl?e personal representative reasonably believes t; at the ad!rinistrationvill be con?ple~s: 3. If the ai?s ever to IV'o.. l is YES, state the followin;: a. Did the personal representative file a f nal~accot;nt with the Court? ....... I~]Yes ~ No b. The separate Orphans' Court :vo. (if any) for the pers~~.?al representative's account is: c. Did the personal representative state an account iuforn?ally to the parties in iiaerest? .:.................:........... ~ ~_] ~'es ~ No d. Copies of receipts, releases, joi!:ders and approvals of foirnzl or informal acc~!ints may be filed with the Cleric of the Oipaan s' Court and maybe at,ached t .'~ po!1. . ~ Si~nnr.:rt q'Per:on Fiib:g viii; Fans ~---! O ~~~ ~~ ~,•~ N ti J , C - - ~ , 1.L _.~" ~ ~ C ~; L1_ Q ~.~3 L_!__ ~ ,_ C' __> ~ ~ ~~ C~ v_ a ~: -~ ~ ~=~ F-- i., ~ J t ~ c; ;: ~ ~, o.. ~. ~ ~_~ • o oc ~~ ~~ a o _ Capaciiv QPersu::a t?eprese;~tati•re P%m::e ojPerson Filu~~rh,s i•urnr L ~i. /~ ~.~r`. S'~.2-cis" ~ dh't; S '~ rele;.5are _. I N R E ESTATE IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA OLIVE M. DEWALT ORPHANS' COURT DIVISION DECEASED NO. ~ ~ y TERM ~~ PETITION FOR CITATION r. TO THE HONORABLE THE JUDGES OF SAID COURT: c? -~ c~ r. ~, AND NOW this ~ ~"- ' \S ~ day of ~a~h ~.b ~~ '=u c.:, -= ,. ~,~;;. ,:_ comes the Commonwealth of Pennsylvania, by Robert Freedenberg, Deputy Secretr-~" _ _, T"1 .S~ i,' for Taxation, forDaniel Meuser, Acting Secretary of Revenue, who avers: ~ u~ 1. That Olive M. Dewalt, deceased, (hereinafter referred to as "the Decedent"), died on August 4, 2000. Z. That a Petition for Probate of the Last Will and Testament and for Grant of Letters Testamentary was made by Robert L. Dewalt, Executor, (hereinafter referred to as "the Executor"). Letters Testamentary were granted to the Executor on August 9, 2000. Attached hereto and made a part hereof is a copy of a document attesting to said date on which Letters were granted marked Exhibit "A." 3. That on November 1, 2010, a certified demand letter was sent to the Executor, advising that the Inheritance Tax Return for the Decedent had not been filed. A receipt was signed and returned to the Department of Revenue. Attached hereto and made a part hereof is a copy of said letter and receipt marked Exhibit "B." 4. That as of the date of this Petition no Inheritance Tax Return has been filed by the Executor of this estate as required by Section 1736 of the Act of December 13, 1982, P.L. 1086, No. 255, (72 P.A. C.S. § 1736). 5. That under Section 2176 of the Act of August 4, 1991, P.L. 97, No. 22, (72 P.S. § 9176), the Secretary of Revenue is authorized to request the Court to issue a Citation directed to those subject to any duty imposed by the aforesaid Act, commanding such persons to appear and show cause why the requirements of this Act should not be met. WHEREFORE, your Petitioner prays your Honorable Court to issue a Citation upon the Executor, directing the Executor to appear and show cause why said Inheritance Tax Return in the estate of the Decedent should not be filed as required by law; and to further direct that the costs of this action shall be borne by the Executor. COMMONWEALTH O>~ PE~T~Y1LVANIA BY Robert Freedenberg Deputy Secretary for T FOR: Daniel Meuser Acting Secretary of Revenue COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF DAUPHIN Robert Freedenberg, Deputy Secretary for Taxation, for Daniel Meuser, Acting Secretary of Revenue, being duly sworn according to law, deposes and says that the facts set forth in the foregoing Petition are true and correct to the best of his knowle ge i ation and belief. ~~~ Robert Freedenberg Deputy Secretary for For: Daniel Meuser Acting Secretary of Revenue Sworn to and Subscribed before me this day of Page 1 of 1 PF;fiTION FOR PROBATE and GRANT OF LRTTERS !:}rote oI SL,I ~ J ' G~" r/~tJ- No. , 21-00-684- --- -- etsn known ar To: Rrrl>ttl of whir (ar the l DrrrofM. County of Ccrua~rc~ir_L In rhr SoriaiSmrrltr . Conunonwrahh n-f"sntnyl+s[da The perklon of IKr undtrdttnni respMfully rrsrteenrs Thal: Your pr'IAloner(s), r'ha Islire IA y+rors of o jr or nldtr an she sa Or' InrhrlaslwlUoflheabovedert+irns,dsitJ ?~ettT ~ .Iyluee and todldib) Jared 4rsa+dnrrtt~an_wrvr.r.). nnrnlrrkrs. Jrr+L rl rrnr+rr, ra) fMcnarnt was domkits~l al dnsrh In f.'t.r .ar +a•lr w n~, Cbunty, Pcnns)I+onlo, pith ~IxU fa+nfly ar_prlnrtpa) rrrfd< sro nr ~ ~Yr, ~ s'r ._-d~ ,___ .crr .~+ ITV mQi~.r_.{'~~+~N•'~,.17~I ~_ / na nnrL wrdar rr'.t rr„r~i~:rn !>tt'rndanl,f)[n ~2' +,r 2.daa )rsrs of att. dlcJ ~v s r ~'..-"'9 , tY di - - GK~r at follows, dr«+7rar.fid nor rnalry, was nos di,otcnf ahd dN PPl Isivc a thlld born or Odnpltd iflrr eat~stllaA Ot tht w ill urfsrtd for proNt[; w os nol rht rlrtlra of a i<illin(; and was recast sdJudlrared Inturnpetsnt+ ph'eedtnt at drrlh owned prafYriy •hh esl Im4ted +ulws as fuRrrsss_ tifdornttllyd lnlwl All `NSOnaf properly )?C_1t ~'>4 • ao pf nor damtcilN In Po.) Personal propcuy~ In Pmmyl+anla S._____~._ Iif nos dumlcilsd In Pn.l Ptrwaal nroriny m county 6 . value of real eslalt to Penrsyl+nnin S shuatsd as fottoau .r v nt- WIIERRF'ORE, pelhlonrtls) mCntfully r ungq rhr prubsu of Itss ua wlll and eadic8(s) prrsrnlcd htre+6A and the rlr-nt of kunr ~ r4~r -1r!J~;~ nnruu.Raq; ulnlrtnrrtur crap rd,lrtn.srnn~6e~eud rhtran. _ ~~ v ~ ~ nn Li+: C+~. x /2./ ~~ ~ -- - , OATH O}' PF.itSONAI. Rt:PRESFi+t'CATIV6 COMMONI4'F:AI,TIR O~P~nNtifLYAYIA l da CgUNTY OF CC f 7ht pelldon<rtrl abo+r•namrd swsagq or aff)rmlV rhm the rlolemenrs In the foreooina pn;don ire uuo ued rorrttti ra rhs beer of dm -wvlndps aml bdirf of prrldontrlsl and th:e as Mnonst rtj+rsro• lalistll) of the ulwrt S.Y[da.1 IKt{,;nnsflQ wlli srq)l ynd Uuy~odnpdnhl~a Mt~sna~e areordlnd so hw. Sworn in ar pllir~+~t and suhxdbcd /~sJ~,Qt.~~_0 !l Y-L'~ SS--~s tafner mr Ilds _._.. dSy of Otis • ~ t._ ~NL ^ s~ U >ee2RUtL X r err ~ ~XHt~17 ~ http://records.ccpa.net/weblink~ublic~print/ImageDisplay.aspx?cache=yes&sessionlce}r=.., 10/29/2010 Page t of 1 rra.._._.u_~v-ea{ Fatgto of ~_'~ ^'f. ~!~~-~~~ T` , Ucctased nKCREt~ C)F' PROBATE AND GRANtT O~ LF,TTF:RS AND NOW ADaysi 21 ~y2004 stnenetttdtntisnoflttr{KehlDntra the revettt dde Ixrtnf, settsf~;tots prvorhl„tK Gern pte{rlned brra,r mr, [T IS DECRE6t) that tte tnttrumenl(p dat.i_ ~rtt-~ e~ / J ~ C descttbtdehrtttnpe-dmfitrdtapaoberrand(ipdolrarnd-titAsWtw9tlot_~rr~`' ~'~, _!7~ Fin UG Rn6 Stttrrt . ~ -~` r ~7,p. • rir.~ t nrlsen6/R'+nledto_ /?~f .-r'- .L ~.~'.r~~~-- 77~~1IT/~ .rrrr~~, i / Ur/~ i~f ~ I,c.raf rtip FEES Protatr, lerlrrt, Gtr. ,........ S t tS.DD _ ~ /fin.., S:.Tj/lrrit'~.f .2~~,.~5" ~~``''~~OtiCttllfiCt,It,( ~........., f~~ AS7aRNEY12ro.CLt.D,861 i krnunduton ................ S ..L 6/.H~ cS'y 5' ,tcr S S.a~ ~r9ra.~r cc~Aoat~cyis /~3~0 3 TOTAL f 167.Ua Filed ....,....,4!tcD}S' 9t.~ooo........ ~i~- -zv3 --3K.~,/ rtlont: C)•e-tom ~ ~.~G4~.e~:r1tr C ~ Ltl n; ,_ •, :•r, • ~ . ~~'..t'. ~ i~. h EXHt~1T A http://records.cepa:net/weblirck~ublic~rint/ImageDisplay.asP~?cache=yes&sessioi~key=.,, IQ/29/2Q10 Page 1 of 1 T11F; i1-00-bAi •• CINCtNNr1T! II~SUIiANCl4; COiv!!'ANY BOND NO• •• BBU_~_ ,1 1 U A I U Bond of Admlidstrntor, Exooutarr Consa-vator, t3uardfan or Tru9teq Court Coro lEa.: „ to !ho Co,rrl al _~tt1~pCJAtY~ Cavnty In the ,n1tlPl ai !He Estale of Swlo/Commonweohrr of 2~rthe>'Lyanle ---Oliua.H..•Aostols._ __ C/o Ntllieip Wniele Attorna •-ak-tnv ~~R:lifgh~t., •~r,Ttto , nr sln, p,5 17017 KNOW Atl htEN DY THEBE PAESEii1S, shat i/wo, 1~ ~Gtilt es I~irki ~}ti7•Tho Cineinneiltasurenco CompAny ac Savory, nro heid'ond Qrmly beu.wi unto !ho Pmtvto Judpo of rho a!aetalJ County, anA ttls/l,or susbereorc in otlice, In the sure of a.n•I1:Odre+l=F.lElyrihoi!sp!id condgwned thN lire P4a,o•huundon Prlneipat v M ha7 lren egiOinrPd ~rCClttt~~~Io~QfC02QD 1 DDtla!e. l+q~:ivrrn.irnnr, ,nr•. ri.. V.•r+n a• .wur of ffio Es~als of _Dlivc.it.•17cltalt who I9 ,•,,.d~1vt~r.•n,~nrs~ shnu erll and truly, fold,iully perform alt of die dudoi • P~{+,YA rMr,r rr ,n lxrrry,rn ragvlrcd of hlrnlher upper 7.aM eppoin!moni. Oa1ed thlt l l th dsY ar ~,5ll~tit ~o Pr~nnpagsi l n~~t,~ ~( ~~i~ri ~~ Sure!y: THE C INNATt i SU NCE COMPANY 7 Agenvpgonry•JA , ! ror ey.l~ y~~~ iur^ttr lr,,,ti .~. R n ny,,..,LL.__~ Pntrtclo K• ,trtx~rtet :J I 1'.0, Box ]16t_1 Yrttloy St., Sulko 101 Cnr1 iscl o rt^pR,o nn ~7~!Scss} The aboyo bond ePWrned !ho -I1ih_ diy of -August--- ~qpt}_. ay Fntrlcio K. Arbc~at of oloreta~f crwmy ~EA~.~ ~~ / ATTACH THE POA ANO SEAk WHERE APpItCABLE 0 ! S•280D19/99} tCOUHi COFr~ . ., EXNi'~i'T A http://records.ccpa.llet/~rebtink~ublic~rilit/IniageDisplay.aspx?cache=yes&sessionkey=... 10/29/2010 Page 1 of f ~: I .• I t 1 2l-oo.aeri ~ REG1S'E'ER OF WYT.C.B OF ~.___~_ COUNTY 4 OATEi OF 8UE15CRIDING WITiVFSB (nth) ~ rubtn(bina w(trdn to theSV1 it ptatented harahh, (each) bein{ duly gadlQcd unadlnr to la.r, deFote(t) and taSN) Ihat prnrnl and w. I Iha Icrtai ,Nan the same sad that ~ ~ ~ Npitd u s wSintit at lha regltal or trrta~.._!n!`^ prrrtnce sad (In Ihr prtxaee at each aher) qe ehe prtsrn:e of the olhtrsvkrcribilro.Aaal(n)), ' s«wa to a arnrmed.nd wbs;ribcd l~rent rra lua day of (Name) 19_._, • (Addrut) ' Rr~trhr I rNamr) y.I dJrm) ' RFiCI~•FER OF 1Y[LG5 OFC',n~r-~~J COUNTY OATS[ OF NONti40$3LRIB[NG WITNE53 AQarar !..arl~lllayaA W U~L7 _ (tuhj 1 tu6xit6cr &rtto, (achy btds~ d•d, y gWllfkd ittY+tdin~ t0 IYM, dtporMs) +uld 3ty(+) Nat tha n ranttr+sr rltA that ~ _ ~lra c/' IFalurc of r: L, v , iil. ~ 1 lout Qf x of (one or the wbrsrtbla~ MlttialFi le) the ~ ~ i ~pti ~ ted h<fiwllh airs that ~'~~ lcUne{theNwwrofcoame +riU hFalhthardMrW~or - to Ihr 4rN of _r.G.,~ kcawied+c aad bd!tI• ~ - r Syorn to or arl4rart! Oad to„crllri btfora f trx v u 4th dsy of %--/~.~/•• y, (~vuj ~c.r- 1 `._ S)Zad? 7:7~•'n /lrrarrr t'.rE~cn. ~, • n/~~.C%~[rYrrT (,(ddrru r -~r,•r.•r~ aC Y7~2~~ Reytsfu +eutst.L~~~ jl 1, +~ /' •i l,~t) ,f~irv.icJ- ~ ~vv .tr<<-. i ro i7.J /~wrGc~> (Addmr) t:r2 Fl4~ NC2~-'f F„ ..~.. ._.~d ~' r' ' __. ____ - __... ...._~ t.f, EXHI~1`T A http://records.ccpa.net/weblink~ublic~rint/ImageDisplay.aspx?cache=yes&sessionkey=... 10/29/2010 HARRISBURG DISTRICT OFFICE P.4 DEP.4RTP•IENT OF REVENUE 18?i STANLEY DRIVE HARkISBURG P.4 17103-I?i6 ROBERT L DEWALT 7700 BELEWS CREEK RD BELEWS CREEK NC 27009 Dear ROBERT L DEWALT Date: Estate of: DEWALT Date of Death: File Number: REV-869 FO AFP i07-08) 11/1/2010 OLIVE M 8/4/2000 21 00-0684 (Certified Mail-Return Receipt Requested) Department records indicate you are responsible for the settlement of the above estate or that you represent the responsible party. As of this date, you have failed to resolve this matter. This is to again advise you that the estate is in delinquent status, as it remains unsettled. The Inheritance and Estate Tax Act mandates the filing of a tax return and payment of all outstanding liabilities by a personal representative or a transferee of an estate within nine months of a decedent's death. Department records show that this estate remains open because: AN INHERITANCE TAX RETURN HAS NOT BEEN FILED. If the return was filed, please contact this office immediately. If this estate was opened for the purpose of filing a lawsuit, please provide the term and docket number of the proceeding in writing to this office so that we may postpone any further action. Under Act 40 of 2005, additional collection costs, including but not limited to fees of up to 39 percent of the amount due and attorney fees incurred in securing payment, may be imposed on any liability not paid prior to referral to a collection agency or contact counsel. This notice shall serve as a formal demand on you or your client from the Department of Revenue. If you fail to file the return, the Department may file a citation requiring you to appear in court to show cause for your failure to comply with the law. A finding of contempt in this matter could subject you to additional penalties and/or incarceration by the Orphans' Court of Cumberland County. RETURNS SHOULD BE FILED AND CHECKS MADE PAYABLE TO: REGISTER OF WILLS, AGENT - Direct any questions regarding this estate to: HARRISBURG DISTRICT OFFICE PA DEPARTMENT OF REVENUE 1825 STANLEY DRIV E HARRISBURG .PA 17103-1256 COMMONWEALTH OF PENNSYLVANl.~ DEPARTMENT OF REVENUE rvutQFT k Sincerely, Anastasia DiBartolomeo (717)425-7705 cc: WILLIAM S DANIELS STE 205 1 W HIGH ST CARLISLE PA 17013 COMMONWEALTH OF PENNSYLVANIA ruRRrsBUnco]stxlcror•FICF.. DEPARTMENT OF REVENUE PA DEPARTMEN7'OF RHVENUH 1825 STANLEY DRIVE HARRISBURG P.4 I) f 03-1256 Date: ROBERT L DEWALT 7700 BELEWS CREEK RD Estate of: BELEWS CREEK NC 27009 DEWALT Date of Death; File Number: REY-SE9 FO AFP (07-OS] 11/1/2010 OLIVE M 8/4/2000 21 00-06$4 (Certified Mail-Return Receipt Requested) Corrrpl to items l; 2 ahd 3Also'coirij3(efa '`. .: ' A' 9h re::.'. ~- ` ~ ~ . desireds,.':. ' .:' Item 4 Restricted Delivery Is l~i ~ Addressee " (, I: PYint y ur name' aril address on the reverse _.. so the we Cari return; the card to you:::: , B.' ReoeEved by (Printed Name) 1 D to o Delivery d ~- i Attiach this card fo the back of the mailplece, , , -"., ~~~~ :. ( ~ I ie above estate or that you or on the front if space permits: eient from its ^ Yes D: Is deifirery a Ilve this matter. ,•.,.: . Article Addressed to:' ^ No y 1#~YES; enter d l ry address below: j ~R~~' t~ ~~~ ' ains unsettled. 1 ROBERT L DEWALT (~ji ~ ~ Ind payment of 7700 BELEWS CREEK RD : ~ ~ _ t~ :n estate within nine BELEWS CREEK NC 27009 3 ~ ~ FPf1T~~G~1~fliCt •- -`i •~ '.remains open because: Certified Mafl ^ Express Mari 21 00-0684 DIBARTOLOMEO p Registered O Retum Receipt for Merchandise ,N FILED _ ^ Insured Mail ^ C.O.D. . a• Restr;atee Deriver7/1 (ExMa r=eal ~ Yes ate was opened for the 2. ArtlclelJumber 7ppq ],6$p aoa~ ?nI,7 6663 ~ the proceeding in writing (Transfer from service tabelj 102595-02-M-1540: Domestic Retum Receipt PS Form 3811, February 2004 -~ ~ ».~u~u~,riur catiecnorr costs, including but not limi ted to fees of up to 39 percent of the amount due and °!~°~~p~_.fees.-.incun~ed in securing payment may be - imposed on any liability not paid' " ` , .__~ ....,,,,API This notice shall serve as a fotrna Revenue. If you fait to file the i ~ rein ~lif R~~~~~~ ~d 3• q-so complete appear in court to Shaw cause fa ~ Print"your Harris and address ordt ~ ~Ye~e this matter could subject you to € ~. q~~t we can return the card to yoU .. Cumberland County. or on the tro`n ~ 5° aback of ma mairplE.~o P permits. RETURNS SHOULD BE FIL? t' Article Addressed to: ---- :REGISTER OF WILLS, AGE WfLLfAlvt S DANIELS --- STE 205 - i ~'/ HiGH ST CARLfSt.,E PA 17013 Direct any questions regarding HARRISBURG DISTRICT C PA DEPARTMENT OF REVS 1825 STANLEY DRIVE _ 2 i OOUG84 FORLI7-Zj HARRISBURG P A 1710 3 2• Artt~le rJumt,er-`-""-~-- (rransfer firm san./~ label) j P5 Form 3811, February 2004 u dress Ma-1 I7 Return Racetpt for Merct]yndise ^ G.O.D. _~a09 ],680 dCla1 6938 DoniesUc Return Receipt --~ ~•~•~ c+eEVery address belaw: ~ozssS~oaM-tsao .-vu~ a1T Ei IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF OLNE M. DEWALT, DECEASED ORPHANS' COURT DNISION NO 21-00-0684 ORDER AND NOW, this .~ 7 ~ day of ~/9KL:I1 , 2011, upon consideration of the foregoing Petition, it is ORDERED and DECREED that YOU, Robert L. Dewalt, Executor, for the Estate of Olive M. Dewalt, deceased, are hereby cited to be and appear at Courtroom No. ~ , on the ~ day of ~p 7 , 2011, in the Courthouse of Cumberland County, Pennsylvania, at /~ ~ ~•m•, then and there show cause, if any there be, why the Inheritance Tax Return in said estate should not be filed; and to further direct that the cost of this action be borne by the said Orphans' Court Division Judge ;., O ~ n ~ N ~~~ °~ ~_ ~~ ~ ti ~, ; n rT'1 t~l i, 7 _c:, _-, -r. -'l " =" m ~-- C.~ G~ -n ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: OLIVE DEWALT CUMBERLAND COUNTY PENNSYLVANIA NO. 00-0684 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: JUDGE'S INITIALS: TIME STAMP DATE: IN RE: ORDER SERVICE TO: WILLIAM DANIELS ROBERT DEWALT METHOD OF MAILING: ® USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: 03/25/11 ENVELOPES PROVIDED BY: ^ PETITIONER ^ JUDGE ® CLERK OF ORPHANS COURT SERVICE TO: PA DEPT OF REVENUE METHOD OF MAILING: ® USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: 03/25/11 ENVELOPES PROVIDED BY: ® PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT ,~ 1 I '~-Beputy Clerk of Orphans' Court ~ ~r rte- '~~'~-. ~`~ ~'~~ - -' :;p ~ t , ,, . IN THE COURT OF COMMON PLEAS ~,`_'" E' ~ ~ , , T CUMBERLAND COUNTY, PENNSYLVANIA '- - - '~., ~='~ ., ~~ ,_. ;,, ~, , , ~ -;~ IN RE: - . ORPHANS' COURT DIVISION ESTATE OF OLIVE M. DEWALT, DECEASED NO. 21 00-0684 PRAECIPE TO DISCONTINUE WITHOUT PREJUDICE To Glenda Farner Strasbaugh, Clerk of Orphans' Court and Register of Wills The above-captioned action is a Citation for failure to file an inheritance tax return. Please mark this action discontinued upon payment of costs by the Estate as the Executor of t}zee Estate filed the inheritance tax return. DATE: May 5, 2011 :~° ~.,~~ Lora A. Kulick ~ Attorney for Petitioner PA Department of Revenue Office of Chief Counsel P.O. Box 281061 Harrisburg, PA 17128-:L061 Attorney I.D. No. 69436 ~'" J 1505610101 REV-1500 IX(oi-ro) PA Department of Revenue OFFICUIL USE ONLY Pennsylvania Bureau of Individual Taxes oeru~nexr or xevexue Coun Code Year File Number INHERITANCE TAX RETURN PO BOX 28o6oi Harrisburg, PA iyi28-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW S o c ia l Sec rity Number Da t e of Death MMDDYYYY Date of Birth MMDDYYYY ~ ~ ~ ~ ~ } ~ ~~~ ~ ~~~ Decedents Last Name Suffix Decedent's First Name M I ( ~ ~~m (~ (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI arm-rrrL~~ ^ Spouse's Social Security Number ~~~~ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE - - REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Retum O 2. Supplemental Return O 3. Remainder Return (date of death prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Ratum Required death after 12-12-82) ~ B. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy,nf Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number First line of address Second line of address City or Post Office State ZIP Code REGIS QF WILL S 1,~ ONLY 7 ~'''C~ ~ ~ ~ ' ppp ~~ ~ 4; J ~ ~ m ' C I ~,~_~ t- . ~~X C'7 ~ r7C _ 1 n C ~ .> - b "~ x' i- ~ DATE FIL x ~ ~7 . ~~ ~ ~- ~ ___ _~3 1 1 1 Correapondant's a-mail address: Under penalties of perjury, I deGare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaretion of preparer other than the personal representative is based on all information of which preparer has any knowledge SIGNATURE O~ PERSON RESPO IBLE FOR FILING RETURN DATE t- D l3~L FINS ~,¢EE~e ~/ ~G~cvf' L`Q~,e mac. 2 ~^c~ SIGt~JpTURE REPARER OT H N REPRE/$~~~QITATIVE DATE ADDRESS - .1 Lr. ~ -~.~ ..5~'- FORM 1505610101 Side 1 1505610101 J ~~ REV-1500 EX Decedent's Name: PFrAPITIII ATION Decedent's Social Security Number 1. Real Estate (Schedule A) ........................................... .. 1. Bey , ins~ui' n ~~ nn i 2. Stocks and Bonds (Schedule B) ..................................... .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 4. Mortgages and Notes Receivable (Schedule D) ......................... .. 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. 6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... ... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested..... ... 7. 8. Total Gross Assets (total Lines 1 through 7) .......................... ... 8. f7 9. Funeral Expenses and Administrative Costs (Schedule H) ................ ... 9. 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule 1) ........... ... 10. 11. Total Deductions (total lines 9 and 10) .............................. ... 11. 12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ..................... ... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ..................... ... 14. ~ ~ ~ ~ TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 tax e at lineal rate X .0 17. Amount of Lirie 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 15. 16. 17. 18. 19. TAX DUE .........................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610105 1505610105 1505610105 REV-1500 EX Page 3 Decedent's Complete Address: File Number DECEDENTS NAME ~rcGt/l~L~~_QL~ YLC ~ ~- , STREETADDRESS - CITY S~ STATE ZIP Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments ~~ ~~" 00 B. Discount~~ 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (1) ~, ~'9G,'~~ Total Credits (A + B) (2) 3, ,Lu~'7Z~ ~Q -T (3) i 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :.......................................................................................... ^ b. retain the right to designate who shall use the property transferred or its income :............................................ ^ c. retain a reversionary interest; or .......................................................................................................................... ^ d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ 3. Did decedent own an "intrust for" orpayable-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 rrte~,, contains a beneficiary designation? ........................................................................................................................ ^ CJ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent p2 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent p2 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedents lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. a ~tsk mill ttn~ (~nstttment I, OLIVE M. DeWALT, of North Middleton Township, Cumberland County, Pennsylvania, declare this to be my last will and testament and revoke all wills which I have previously made. I - I give, devise and bequeath my entire estate, real and personal, unto my son, Robert L. DeWalt, if living, otherwise to his surviving issue per stirpes. II - I appoint Cumberland County National Bank and Trust Company as testamentary guardian of the estate of any beneficiary and r this will under the age of 18 years at the time of my decease. III - I appoint my son, Robert L. DeWalt, as executor of this will, and if for any reason he shall fail to qualify or cease to act as such during the administration of my estate, I appoint Cumberl nd County National Bank and Trust Company as substituted Executor. IN WITNESS WHEREOF, I have hereunto set my hand and seal _g~'~ tom) this _~ day of 1976. r •`'~-~'-~ ~~Z ~C/~~ (SEAL Signed, sealed, published and declared by Olive M. DeWalt, testatrix above named, as and for her last will and testament, written on one sheet of paper, 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: // - (f- - -~~-~ ' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ^UREAU OF INDIVIDUAL TAxE8 PENNSYLVANIA DEPT.280801 INHERITANCE AND ESTATE TAX NO. AA 4 514 2 ~ AEV41e2 EX I+t-ee) HARRISBURG, PA 1712&0801 OFFICIAL RECEIPT RECEIVED FROM: DANIELS WILLIAM S 1 W HIGH STREET CARLISLE, PA 17013 ^ "- FOLD HERE ESTATE INFORMATION: FILE Nt~ BE 21 000-0684 SSN NAME D~WALT TOL I V~ M (FIRST) (MI) OATS: OF PAYM€€Ni 11/03/2000 POSTMAgK p~ -E/DODO couN GUMHERLAND DATE OFDEATH ~~OOO nCMAnRS - - - -- - - --- CHECKIi 2248. SEAL ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 s3,000.00 FOLD HERE s3,ooo.oo TOTAL AMOUNT PAID DD RECEIVED BY Ci, MARY REGISTE OF WILLS,,~~.~A~~ TAXPAYER w Mem~e 1.. FBDBRAL CRBDIT UNION INSURANCE DEPARTMENT 5000 LAUISE DRIVE P. O. BOX 40 MECHANICSBURG, PA 17055 1-800.283-2328 or (717)697-1161 REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Interest from 1/1/00 to Date of Death Name of Joint Owner 4513 -00 08/21/1958 $16,480.85 $3.87 $16,484.72 $420.30 None BERS 1sT CREDIT UNION Denise A. Anders Insurance Products Supervisor September 19, 2000 Estate of: OLIVE M. DEWALT Date of Death: 08/04/2000 Social Security Number: 177-16-0688 e nc--13--2~~i0 ~14~ I~5 1~ F1VC~A~I~K Decedent Reptarting USX Tower PNG Bank, 21" Floor boo errant street Pitisbttt~h, PA 15219 October 13, 2000 PNCIANK CIF 17EFARTM~NT Wiliam S. Daniels 205 Farmers Tnut Building One West High Street Carlisle, PA i 7013 RE: Estate of Olive M. Dewalt, Deceased SSN: DOD: 8/4/2000 Dear Mr. Daniels: Please find the date of death balances you have requested listod below. CERTIb'iCATE OF DEPdSIT 121001054060 OLIVE M DEWALT DOD Balance: $I 1,000.00 + $5.35 accrued interest Interest Paid 1/1!2000 -8/4/2000 - $297.31 CERTIFICATE OF DEPOSIT i~210010SS658 OLIVE M DEWALT DOD Balance: $11,000.00+ $34.06 accrued interest Interest Paid 1/l/200 - 8/4/2400 - $329.75 Page I of 2 41c 705 E1057 F,p1!02 /l1 /C- ova /SCP Established 08!03/89 Established l0/15!90 A member of The PNC Finaptia15erv7ces Group RNC Rank N.A. Piusburph Ptnnsylvania 15165 v OC'-'13-2D~ 14: D5 PNCBANC PNCBANt< CIF UEFARTMEP~T CERTIFICATE OF DEPOSIT u21001055659 OLIVE M DEWALT DOD Balance: $10,000.00 + $28,14 accrued interest Interest Paid 1 / 112000 - 8/4/2000 - $299.77 CHECKING ACCOUNT #3140016111 OLIVE M I)EWALT DOD Balance: $28,346.89 + $2.31 aectued interest Interest Paid 1 /112000 - $81412000 - $247.31 412 705 @D57 P.~2.~m2 Established 10/17/90 Established 03/01/60 Please Holt, that the Cd numbers in your letter are the old account numbers for the CDS Mentioned in this letter. All of the accounts are already closed. Our office only provides date of death balances for IRA's, CD's, Checking and Savi'8s accounts. We do ~(1 Fin~cial Traneactioas or Statemtatt Orders. For Further information please eW 1-800-aBANKLR or your local PNC Branch and ask to spesk wig a Financial Services Repsese»tafive. sincerely, .. Rachelle Sciullo 1-800-762-1775 Page 2 of 2 A memAer of The PNC Financial Service: Group PNf i3anY N.A. PittSOU.9h Dennsylvania 15465 TDTAL P.92 REV-7508IX • (7S~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Q~wc~--1-, DI+~~ ~1. ~I oopa L~~l Indude the proceeds of litigatan and the date the proceeds were received by fhe estate. All property jointyowned with the right of survivorship must be disclosed on Seheduk F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~, ~m~S ~s+ ~G~t-~ Un~v,~ SGt~in~s ~I^Pow~-} ~ ~fSl3 ~Dp ~~, ~~~.7~ P~ C gl~tnL Chi C~r'as ~CCot.~n~ ~ 51 `fDol(alll , (L~rn e~0u.l ~~~ 3`fL. ~oj P~~ ~~ti c~-~-~-~~~ ~ ..~ ~C~~.u rh~~~s~- ~ '~(~las,~- ~~o~~os~toc~a, ~.3, (~1 ~nCi~ai GCcrl,,~-~( i~n-}~,~Sf ~~ ~k ~i-~icc~ 0-~- ~r(~vs~~ ~' ~-oo IoSSL~S~ (~ ~hcl Pu..l G ~ r t~.tLl i /1 t~J i- Pic ~~ ~ i~-~t.~iCG.~ G-~ ~PaSi~-~ ~ IOU I vSS ~S y -~t'ne~Pwl GCCr~ol t1n~"~.cst C hG~ ~ F'Gi~'~" Lo ~ Ts~ m Cc,~£ P~j~+ ~~-~trncl l/ aoo . 00 s. 3S ll,ooo.a~ 3y o4 lo, vo6 00 ~~. ~y /~S,oo TOTAL (Also enter on line 5, Recapitulation) I E i ~, D ~ (, ~f (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SC1~IEpYLE H FUNERAL EXPENSES & ADMINISTRATNE COSTS ESTATE OF FILE NUMBER I~4~~.1-~, DI~J~, t'Y1, al DDUbI~~S'f Debts of decedent must be reported on Schedule L ITEM -- NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~~ 3, 9v x.11 ~~~ rn can - Q t~-~-l~ ~U n.k c~- --~vm ~ B. 1 z. 3. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Year(s) Commission Paid: Attorney Fees /'~,/N~ ~ ~~ ~ J~` /~ Family Exemption/: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent 4. I Probate Fees Zip Zip 5. Acwuntant's Fees 1 ~61t(>l_ 6. Tax Return Preparer's Fees "~ Q T 4 ~ ~ ~ m h.vt I~ at (r~ 4J ..~ a wt n ca - 1-~G.i c. ~( c~r~Y2vtlG.nt.l CDI.IM~,~ ~SiS~`~,(~ W~IIS~ Shor-~ L°4~r-~-~-~;~~.~~5(s 12es;.s+~,t D-F w - ~ -S -F~ ~ r ~S ~ S 4n ~ L -~vr S~.+1 i ~'~~ 4St~~ ~~~ ~ ~IS 00 IS,oa S. 00 ~~ yy 7S. vo S~{,~~ ~S,Ua svo, o0 TOTAL (Also enter on line 9, Recapitulation) I $ 9, (If mare space is needed, insen additional sheets of the same size) REV•1512 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCFIEpULE 1 DEBTS OF DECEDENT, MORTGAGE W4BILITIES, & LIENS ESTATE OF FILE NUMBER ~ Eti.JA I.'f , ©LIV E m. ~-I o 0 0 0 (~fi y Report debts incurced by the decadent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. 7 (If more space is needed, insert additional sheets of the same size) ~ ~ ~I A~ ~ 6 RERISU ERa n~sn ~o~o~~n, a k~ ,wNSeuwn six u SCHEDULE J BENEFICIARIES ~w A 1-'f, 61~ iv ~ tl~ , NlE ~/oa ao~~Y ITEM NUMBER NAME AHD ADDRESS OF 6ENEFICIARY RELATIONSHIP AMOUNT OR SNARE OF ESTATE A. Taxobla S~qu~sts: 1. ~ob~L.~ L. d~~~.lk S©n /Gaga ~op g~I~~as Cr~.~fc ~~. ~ p ~jcU,~iWS Cf ~L~ ~ ~ G o~7QG~ NUMBER I NAME AND ADDRESS OF 6ENEFICIARY B. Choritobb and Gov~rnm~ntal Boqu~sts: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also ~nt~r on line 13, Recapitulation) AMOUNT OR SHARE OF ESTATE S (If mon spoc~ Is n~atd~d, ins~rf addifbnal shHts of same, size) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT, 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX~11-96) NO. CD 014412 DANIELS WILLIAM S ONE W HIGH STREET STE 205 CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- ,aid ESTATE INFORMATION: ssN: FILE NUMBER: 2100-0684 DECEDENT NAME: DEWALT OLIVE M DATE OF PAYMENT: 05/05/2011 POSTMARK DATE: 05/04/201 1 COUNTY: CUMBERLAND DATE OF DEATH: 08/04/2000 REMARKS: RECEIPT TO ATTY SEAL CHECK#1062 101 ~ 5167.15 TOTAL AMOUNT PAID: INITIALS: WZ RECEIVED BY: 5167.15 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA IN RE: . ORPHANS' COURT DIVISION ESTATE OF OLIVE M. DEWALT, DECEASED N0. 21 00-0684 ORDER OF COURT AND NOW, this ~p ~ day of ~Ay 2011, upon consideration of a Praecipe to Discontinue the within action, the Motion is granted, the Rule is dismissed and the. Citation is discharged upon payment of costs by the Estate. BY THE Judge 4 ` J "~~-.' .~.. ~.~/ 7i Z' 17 WP.. "i_1 :.._ y> f"- ,_ ~m .Y. ~:a ~- -~ cf: ._... i ~J ,"7 C"7 M~ -~ D Cn c_n i'~ ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: OLIVE DEWALT CUMBERLAND COUNTY PENNSYLVANIA NO.00-0684 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: OS/11/11 JUDGE'S INITIALS: TIME STAMP DATE: IN RE: ORDER SERVICE TO: PA DEPT OF REVENUE WILLIAM DANIELS ROBERT DEWALT METHOD OF MAILING: ® USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: 05/12/11 ENVELOPES PROVIDED BY• ® PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT SERVICE TO: METHOD OF MAILING: ^ USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: ENVELOPES PROVIDED BY• ^ PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT • ' ~ Register of Wills o;F G~mberland County .,._ ~~ • Name of Decedent: •r. ~G_ ~ ~ ,; Estate No. ~ ~- y • 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: r. 1.. State whether a stration of the estate is complete: Yes ^' No Date of Death: 2. If the answer is No, state when the personal representative reasonably believes that ' the administration wilt be.complete: g _~~ ~~/ 3. It the answer to No: 1 is Yes, state the following: a, 'Did the personal representative'file afinal account with the Court1 Yes ^ No ^ •~ ~s.. • . ~~> ~~; ~ - . .J • t~ .~` ._ _. b. 'The separate Orphans' Court No. (if any) for the personal representatives accour}t is' • c. Did the persona) representative state an account informally to the parties in interest? Yes ^ No ^ c. .Copies of receipts, releases, joinders and approval'of 1 or informal accounts maybe filed with the~Clcrk of the Orph ' Co and may be attached to this report. Date: -~-- ~// ~ ~ w~ . signature Name a HUMER ~ DANIELS . , .. ~r_" 1 WEST H1GH ST. STE 2p -~er~~~~r-~~ 5 ~_ < ~~ q`n, rA 1!013 ~' __ _-r ..:;. w K c~ ~- ~=- . :~. , cr_ - ,. O ~~-z~t3--3&'3/ Telephone No. Capacity: ^ Personal Rcpres.entative ounsel for personal representative NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES leR `~MEh[ , enns ~-~ INHERITANCE TAX DIVISION ~ i':l ~ Jf•~ ~'OWANCE UR DISALLOWANCE ~ y~Van~a ~' PD BOX 280601 ~'~~' D~IIU~~jTS'lu~ AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE HARRISBURG PA ~ ~ ~ ~ ~ , ii~-Il~- 17128-0601 ~~-~ ~.~ `. -~`~ REV-1547 IX AFP (12-10) ~:•It~ f .JUL j ~ ~' , ~^`;y ~ DATE 07-12-2011 ESTATE OF DEWALT C~C~K ~~ DATE OF DEATH 08-04-2000 OLIVE M WILLIAM S DANIELS OR~~NI~~'~URT COUNTYUMBER 21 00-0684 STE 205 eE1~~`~~ ~ yr~ (;~l PA ACN CUMBERLAND 1 W HIGH ST 101 APPEAL DATE: 09-10-2011 CAR L I S I_ E PA 17 013 (See reverse side under Objections) Amount Remitt~zd MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CUT ALONG THIS LINE CARLISLE PA 17013 REV-1547 EX AFP C12-10~ NO ICEROFAINHERITANCERTAXNAPPRAISEM RECORDS F-. DISALLOWANCE OF DEDUCTIONS AND ASSESSMEWTAOFOTAXCE OR ESTATE OF: DEWALT -- OLIVE MFILE N0.:21 00-0684 wru APPRA ESI D TAX RETURN WAS; ~ X) ACCEPTED AS FILED rALUt 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 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) ^~'~~ iul DATE: 07-12-2011 ~ ) CHANGED (1) (2) ~ NOTE: To ensure proper ur account y ~3) ~ , submit the u porti p (4) '~ ~~ on of this form with Your C5).- =7, 0 tax payment. [ 6 ) - ~-- ~ ca) 77 026.47 (9)~ ~1 • 6 6 11. Total Deductions C10)~ ~-1280 12. Net Value of Tax 13. Charitable/Governmental Bequests N X11) 10,565.4 5 ; on-elected 9113 Trusts 14. Net Value of Estate Subject to T (Schedule J) (12) 66,461.02 az NOTE: If an assessment was issued previo (13) c14) •00 66 461.02 usly, reflect figures that include the lines ASSESSMENT OF tot l 14, 15 and/or 16, 17, 18 a d a TAX: of ALL 15. Amount of Lin returns assessed t0 d n 19 will ate e 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Cla C15) 1 .00 X 00 = . ss A rate 7. Amount of Line 14 at Sibling rate (16) - 66 ~ S, --i~~-Z x 0 4 5= .00 1B• Amount of Line 14 taxable at Collateral/Class C17) 19. Princi B l ~- X 12 2, 9 9 0.75 pa rate (lg) Tax Due TAX CREDITS: •00 x 15 = .00 .00 PAYMENT RECEIPT (19) 2, 990.75 DISCOUNT (+) DATE NUMBER 11-03-2000 INTEREST/PEN PAID (-) AA451425 AMOUNT PAID 05-04-2011 CD014412 149.54 .00 3,000.00 167.15 TOTAL TAX PII~YMENT BALANCE OF T,4X DUE 3,316.69 INTEREST ANDi PEN, 325.94(8 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF TOTAL DUE: .00 325 • 94CR IF TOTAL DUE IS ADDITIONAL INTEREST. A REFLECTED AS A "CR " EDIT (CR REFUND. SEE REVERSE SIDE DF ), YOU MAY BE DU~° THIS FORM FOR INSTRUCTIONS. r BUREAU OF INDIVIDUAL T ~[l'f~r INHERITANCE 7AX DIVISION '4XES ~~~, r ~ ; Pennsylvania PO BOX 280601 ~F'a~~ERITANCE TAX ~ HARRISBURG Pq 17128-0601 ~''~ ' MEAT OF DEPARTMENT OF REVENUE ,'STS ACCOUNT REV-1607 EX AFP (12-10) `' ;~t f CLERK QF WILLIAM S DANIE ~P~~,S ~QL~~r STE 205 ~~R. ~.r.`~j~ ~~~ PA. 1 W HIGH ST CARLISLE PA 17013 DATE 09-12- ESTATE OF 2011 DATE OF DEWALT DEATH 08-p4_ OLIVE M FILE NUMBER 200 COUNTY 21 00-06$4 CUMBERLAI~p ACN 101 Amount Remit ed MAKE CHECK PAYABLE AND RIEMIT PAYMENT T0: REGISTER OF WILLS NOTE: 1 COURTHOUSE SQUARE To ensure proper credit to CARLISLE your account, submit the u PA 17013 CU T_ ALONG THIS LINE Pper portion of this form with ~' RETAIN your tax REV 1~07~ EJYAF~~ .................^........ ~OWER~ ~0..... C12-10) INHERII~AN~E TRTION FOR YOUR payment. *** AX S~~-~1lEMENT~p'~ ~~:RDA.....:~~..w...^........^..... ESTATE ACCOUNT ***'~ OF:DEWALT THIS STATEMENT PROVIDES CURRENT SDTATUSEOF THEM FIL E TAX DUE, NO' ~ 21 00-0684 APPLICATION OF AlL PAYMENTS, STATED ACN IN THE NAMED ACN' 101 THE CURRENT BALANCE, ESTATE. D/4TE: 09-12-2011 AND, IF APPLICABLE,BELOW IS A SUM ARY OF THE PRINCIPAL A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-05-2011 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): 2,990.75 PAYMENT DATE RECEIPT 11-03-2000 NUMBER DISCOUNT C+) INTEREST/PEN PAID A 05-p4_ 2011 AA451425 C-) MOUNT PAID 08"25-2011 CD014412 149.54 3 000 REFUND •00 , .00 .00 167.15 325.94- TOTAL TAX PAYMENT 2,990.75 BALANCE OF TAX DUE •00 INTEREST AND PEN. .00 * IF PAID TOTAL DUE AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF . IF TOTAL DUE IS REFLECTED AS A ~~ •00 CREDIT~~ CCR) ADDITIONAL INTEREST. FOR INSTRUCTIONS. ~ YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS',FORM \'Iml Pa. O.C. Rule 6.12 S/TATU REPORT REGISTER OF WILLS OF~"~~~'' ` ~3'~ COUNTY, PENNSYLVANIA Name of Decedent: Date of Death: File Number: ,2 ~ ~~~ ~ ~ ~~ Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete :.................... ^Yes ,~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ....... ^Yes ^No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ............................... ^Yes ^ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this rep . Dnte Signature oJPerson Filing this orm ~ Capacity: ^Personal Representative Counsel `~ -~' v~ ~ -~ - . ~ ~ ; ~, ~ tL O Ct car ~ ~.:.. feu Nnmq oJPerson Filing this Form HOMER & DANIELS ~~ 5 CARUSLE~ PA 11013 Telephone Form RW-l0 rev. l0.13.06 � Pa. C}.C. le 6.`` 2 S ATUS REPt'3RT REGISTER OF WILLS f' � �F '=�� COUNTY,PEI��NSYLVANTA . . Name of Decedent: � `e�'�� ��*�i''�,�` �'��'�` . � ,�p Date of Death: � File Number: -�:�►���"i'�~`' ���/ , � Pursuant ta Pa. �}.C. Rule 6.1�, I rep�rt the following with respect to completion of the administration of the above-eaptioned estate: , 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . . . ❑Yes ���(a 2. If th�e answer is N'o, state when the personal representa.tive reasonably believes that the administration will be complete: �� i . ���-,/'� 3. If the answer to Na. 1 is�'ES, state the following: a. Did the personal representative file a final account with the Caurt? . . , . . . : []Yes �Na b. The separate�rphans' Court No. �if any} for the personal representative's account is: . c. D►id the personal representative state an account inforrnally to the parties in interest? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑y'�� Q�� d. C+�p.ies af receipts,releases,joinders and approvals af formal or info al accounts may be filed with the Clerk of the Orphans' Caurt and may be attached t is r ort. � �nre ` ��� � �� .,.���"./� _ '°• Signature ojPer;r,zn Filing this Forrn ���,. .u~�- Capacity: ❑Persanat Representative Caunsel . �,,,,,�- ,� L�V "K'.�M � �:�... KK-.t.. (": l i°"^ "' . � ,�» � " Name ojFersvn Filrn�this Form �.;,„ " r--�. —5 �• , . a i�.... .,. a.� �:.� °,' " � �.a � �," y.� .,.o� �..� � *�...� ;;;';e :#> � ��:`� t'�t�t1CeSS a..�_,, . � � �,� � � � �,_�.� .;,_a t...,. —..� '� —�*. �CC ' � �� t r+..� <.T.,. � . �. � �� �� -°�. �� � � � �� � � �= ;`�"? �'` � Telepl�one :? tJ .,, _ ���""' —`"_�. � t�� � � ,��� ,:'�.� L/ For�re RW-!0 reu. lQ.13,06 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone : (717) 240-6345 Date: 7/15/2014 n r._ a� 1) L_ tTl C i DANIELS WILLIAM S rW��r ONE W HIGH STREET STE 205 zrj — njrn v; cn n o CARLISLE, PA 17013 C7 fri _y , D Gl N RE: Estate of DEWALT OLIVE M File Number: 2000-00684 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6 . 12 is due on the below listed date . As per the AMENDMENTS TO SUPREME COURT ORPHANS ' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992 , the personal representative or his counsel, within two (2) years of the decedent ' s death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 8/04/2014 Please feel free to contact this office with any questions you may have . If you have already filed your Status Report, please disregard this notice. Sincerel a Lisa M. Grayson, Esq. Clerk of the Orphans ' Court Pa. O.C. Rule 6.12 STA'TUS/ REPORT REGISTER OF WILLS OF ��* COUNTY, PENNSYLVANIA Name of Decedent: , Date of Death: File Number: Ad 170 — D y to � N Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . . . ❑Yes �No 2. If the answer is No, state when the personal representative - - - reasonably believes that the administration will be complete: 2zAsl-z-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 i al accounts may be filed with the Clerk of the Orphans' Court and may be attach to thr report Date ( .� Dot / T— Signature of Person Filing this Form Capacity: ❑Personal Representative Counsel U ¢` — lam!/ / N • O V r-- d Name of Person Filing this Form LLJ .f J a Address I WEST HIGH STT, STE. 205 U.J t_.j i_I ri- / r C; ?; o_w zr 2 (D:,- _ 0= Telephot C.) Form RW-10 rev. 10.13.06 ` ) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone : (717) 240-6345 RECORDED OFFICE OE REGISTER OF WILLS LOIS AL 19 PM 1 15 CLERK OF Date : 7/14/2015 ORPHANS' COU RT CUMBERLAND DANIELS WILLIAM S ONE W HIGH STREET STE 205 CARLISLE, PA 17013 RE : Estate of EVELHOCH LESTER K File Number: 2002-00733 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6 . 12 is due on the below listed date . As per the AMENDMENTS TO SUPREME COURT ORPHANS ' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992 , the personal representative or his counsel , within two (2) years of the decedent ' s death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 8/01/2015 Please feel free to contact this office with any questions you may have . If you have already filed your Status Report, please disregard this notice . Sincerely, saM. Grayson Es Clerk of the or ans ' Court Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF Cumberland COUNTY,PENNSYLVANIA Name of Decedent: Olive M. Dewalt Date of Death: 04 August 2000 File Number: 2000-00684 Pursuant to Pa. Q.C.Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . . . 11Yes ZTo 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? . . . . . . . [jes ❑lVo 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 ao d. Copies of receipts,releases,joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be h to 's report. CD c� -M Julys 015 E t C Sign -'e ofPerson Fit this Form c> Capacity: ersonal Representative Wpounsel M -j :4 � William S. Daniels, Esquire C> U CL m Name of Person Filing this Form w ' c One West High Street, Suite 205 C� o Address Carlisle, PA 17013 (717) 243-3831 Telephone RW-10 Form RW-10 rev.10.13.06 O�