HomeMy WebLinkAbout02-0067 PETITION FOR PROBATE 'and GRANT OF LETTERS
Estate of' I(/i~.'Y' l~::~l~ {,4Al~-gf~_.~ No. -,~1' 0 ~1.-'~.7
also known as To:Register'of Wills for the "
.Deceased.~ County of CUMBERLANDI in the
I ·
Social Security No. ['~ ~t - '~0 '- "~_ Commonwealth of Pennsylvama
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut or( named
in the last wilt of the above decedent, dated ~ i~I'I~.M~. 7..~-~ ' ,19"~
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in ~lJ f'il~-,l~.t~l~l~> County, Pe~Jtsylvania, with
h ~ ~ last family or principal residence at ~
. ,}'~'~ (list street, number and muncipality)
Deeendent5 then ~ L years of age, died
Except a~ iP~l~ws, decedent did not marry, was not divorced and did not have a child born or adopted
aher ~xecqt~onsof the will offered for probate; was not the victim of a killing and was never adjudicated
~n~ompetcnt: ~: ...
.D~cndsn~cat death owned property with estimated values as follows:
(I(.do~i~iled 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: fO ~~ ~~~.~
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters ~ ~~ ~[ .
(testamentary; admimstration c.t.a.; administration d.b.n.c.t.a.)
theron.
'.
OATH OF' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUI~ERLAND
.~f.,The pe0fi~ger(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and'~0~'/6ct to the best of the knowledge and belief of petitioner(s) and that as personal re~resen-
~tff/i~(0 d~,~e~ove decedent petitioner(s) wi[ ~and trUly administer the estate'ac~ording [o law.
Sworn; to )or~k~ffirmed .and subscribed
bede. me tfii~~ /~ day of~ ~'~ - '
.o .&. .
NO. 21-02-67
Estate 6f KAY DEAN HAMER .... ~"' , Di~ceased
DECREE OF PROBATE AND GRA. NT OF LETTERS
AND NOW JANUARY iR, :.. 7~ 2002, in consideralion u; :~e peutmu on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated SEPTEMBER 25, 1979
described therein be admitted to probate and filed of record as the last will of
KAY DEAN HAMER ;
and Letters TESTAMENTARY
are hereby granted to JAMES EUGENE HANER
l~eglster ol wins c ;-.~- ', '
FEES ." ,/'"" '
Probate, Letters, Etc .......... $ 25.00 1,~RK A. W'rNTER; Eso~Ji:i~E ~'' '
,2.3178
Short Cer~tificates(.3) .......... $. 9.00 . ArrORN£Y (Sup. Ct. I.D. No.)
~.Lra~_ ~..x.T..P4...~.g.s...3.... $. 9.-00 - 310 w. qHO¢O~.ATE AVEHUE
JCl' S, ~. 00 '. ADDRESS
TOTAL __ $ 48.00 HERSHEY, PA 17050
717-533-4868
Filed 4.~..U..AR..Y. .1.8.,..2.0.Q2. ................ PHONE
MAILED LETTERS TO ATTORNEY JANUARY 22, 2002
LAST WILL AND TESTAMENT
21-02~67
' . ' OF : 7'.
DS d'. HAME ' '"
I', KAY DEAN HAMER, o~-t'he Ci.t'y of'Fort .Wal. ton Beach,' County
Of Okaloo. s'~ and'--State ,of Fl'ori'~a, b'e. ing 'of sound ~ind ~and. di"sp.~sing "
memory,.: . do'~here~y. .' ~make,..pub.li'sh and 'declare_. "thi~ to~ . bet mY Las.t.. .:
Will ~nd'.Testament, he~'eby '_~evo?king any ahd ~11' other Will's'~and
te~.tamen~ary"~i"sp'ositi.ons,.b'y 'me at any.:.ti.,m'e-..here.tofor'e made
...... '~ "'' - I.';~.9:' ;'" -' '::"- t
'- · I direct .that al.!'~y_'ju'st%.doitS~"funeral. e'xp'~nses' and costs
' Of"~administrat-ion '~f-:myji:~.s.~a'%~i~e:~.:"pa.i~ as":..so.~'n; ~fter decease_
a~ 'can.'co.nvenientl~...~. b'e".do~e M-y'. 'Pe~rson'at? 'Re~res&n&'~tliv:e may: .. '
pay any of _my. ~.d.e.~.t..s..w~t~ou~ ~req. uir'i, ng creditors to f-ile form_al''~
claims against my estate.
II.
I give and devise all of my estate, real, persona and mixed,
of every kind and description and wheresoever situate, of which I
may die seized or possessed, or over which I may have a y power
of appointment or disposition, unto my husband, JAMES !EUGENEHAMER.
... I.n .th.e ;event .-that my ~husband,. JAMES.:EUGENE HAMER shall pre-
decease me, or shall fail to survive me by thirty (30 days, then
I give and devise all of my estate, real, personal an& mixed,
of every kind and description and wheresoever Situate, of which
I may die seized or possessed, or to which I may be entitled 'at
the time of decease, or over which I may have any power of ap-
pointment or disposition, equally unto my c.hildren, PAMELA DAWN.
HAMER, TIMOTHY JAMES HAMER, and TRUDY ELIZABETH HAMER
In the even~t that my -husband, J.AMES EUGENE HAMER, shall
predecease, me,:I' her-eby-appoint my'd~ug'hter,:.PAMELA DA N HAMER,
the.. tes'tame~tary guardian o.f myz childr.en, .TIMOTHY JAM.~S HAMER'
and TRUDY ELI~ABETH~ HAMER, 'during t'he per~od~ of their minority.
In-the ev'ent that my husban'd, ~JA.MES EUGENE-HAMER,
predecease me"and it becomes necessary, for a 1.egal guardian'-to
be"appointed for. my. said c'hildren, TIMOTHY JAMES ~AMER..and TR'UDY
~DAWN ·HAMER, be ap'po'inted' 'such legal guardian. · . '
I her'eby, nominat'e, constitute and appoint my 'hu n~., JAMES
EUGENE HAMER,. the P.~rsonal Representa;tive ofl my esta~ and excuse
him from· gi. v..ing'...bond. Power is her'eby given,my, s~id P~rsonal
Represe~t'a~i-v.e t'o sell'~ lease or exchange any or all' of the per-
sonal property or real estate of-my estat;e, at public or private
sale,, in suchJ-.'manner and at such times a~'d' on' Su.ch terms ~n'd con-
di~ions as my' sa~d Personal'" Repre·senta~tive ma.y. deem be t, without
order 'of court,, and to execute, a'ckn'owledge ahd: deliver all pro-
per wr. itings, deeds of c·onveyance and transfer's therefor. I 'fur-
ther expressly confer upon my Said Person'a7 Representa .ive th~
authority a'nd'power~- to borrow money for'.'the use' Of" m.~ s'a-i"d estate
-:
in any instance where he 'may. deem it'necessary ~and prop~er and~ to
secure the 'same by mortgage, tr. ust deed, pledge 'or othe'k form o.f.
securi.ty to.or upon any p'art of my estate. '
' ~ "' : '
My..Per'sonal Representative shal"l, have full authori t.o pay
al'l taxes and'asseSsments imposed on any real e~a.te th~a.t may
form part of the' assets of my estate. Zn the event, thaIt at' the
time of·my death any of my prope'rty is~'enc, umbered.by mortgage,
my Persona'l Representative may ·make al-1 payments required .b~
the note, or.. notes ;'.%~'.'e~u~.ed. ~y s'u~c.h "m~.'rtgage":during the.~ ~dmini-
stration of my estate. ..., .., , ..?. :: .
My Per. serial Repr.e'sen. t-:at'ike' s"hal2 have full authori'ty to
' '
compr'omise; ad.just and Se.t. tte; di.sputes.,-'clai.ms and e'sta'"te an
.income tax l~iabilitS.es and to e"xecute all documents and 'agree?
meat's'in co~n'ec'tion therewith. .. '
:In the 'event of the death,' refusal or 'i~abili' .
band, JAMES.EUGENE HAMER, to act· ~s Personal Re'rosen ~ then
I nominate, constitute an'd ap·t~oint my .'dau~ghter, PAMELA DAWN HAMER,
as successor Personal Repres'enta~ive of my estate· andI excuse her
from.gi~.ing b.on'd. 'All Powers: and/authority here~n gr~Jnted my
Persona-2 Repr. esentative 'are gr.an't'ed my successor Personal' Rep~
resentative. : .., :'~ .....
.'My successor Per-sonal 'R'e. pres_ent, at.ive shall', have f"u~l power
and "a'u'thorit~ t'o make t~e' divisi~on ~f my. estate in"kina '.or"on
the basis of'.val.ue,. In_makxn'g' any division 'on the ba: of
value· m'y su'~essor Personal Repres'entative~ may. use' t'he .values
exist.ing at.' t.h~ d~te of my death· six months later· or at the
time o.f'di'vis~on, whichever .method shall be ~emed_ by my suc-
Cessor .Personal Representative to..b~ t'he most'equitabl~-.
IN WZTNESS- WHER'EOF, I,_~t-he:s~i(d~ KAY DEAN" HAM'ER', h~ve here.-
· unto Set re.y. ha~d and.se?l a't Fort Walton ~each, Flor'i~ this._'
-'
The foregoing'.ins~:r.~meh:t was '~si~-n.~di~..'~ealed, ublished a~d
declar, ed b.y KAY DEA'N.;"HAMER., ~the above' ~amed Test'at~.ix,..as 'her
' ersig'ned
.-.. ::~' ;..,~.,.,-~ ' . ~ . . . : ~ .un~
Last .Will. 'and .~est~m~'nt~ x'n .~!~e'~.~r'e'se'h..~:~i' o~'us~ the d
Who at her request--and .in h"e~. pre'sence, an~~ in' .the presence of ' -'
· :'"
ea'ch other· have 'hereunto subscribed ~our. names as wi . esses after
said Testatrix h~d sig~,e~d her name ther'et~o, 't~is ~_~ day of
· 1979 .....
STATE OF FLORIDA " - ' ' '-
COU T .OF' ' ....._ "- -" · .. -
· " . ... " ,.:'~and
· the Test'atrix and th~ witnesses'
resp'ectiv~ly.,-whose names are'sig'ned to the att'ached .~o'r fore'going
instrument· -havin~ b~'en sworn· decl'ared t.o the un'dersigned officer
that the Testatrix mn ithe pr. esence of wi'tnesses signe the in-
strumen't as her las~ will, th'at sh~' sign'ed'will'i~gly,! that
each of the Witnesses, in the presence of. the Testatrix a~d in
the pre'~ence of each othe~, signed the w~ll as a w. itne~ss.
TE S TA TR IX
WITNESS t '
'I
Subscri'bed and sworn to beforje me by KAY 'DEAN HAMER,. the
Testa tr'ix , 'an . ~~e~-~,~ . "and
, ~~ .'e~ ,. the. Wi'tnossos, on ~.~; /~.** "'
:- ~, );;; -..:.. _ ~c: t~' Notary Public.. .~ · -
_ My...Comm~ssion Expir.es:.
L
105.805 REV 9/86
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of' Decedent: Kay Dean Hamer
Date of Death: 12-22-2001'
No.: 2002-00067 PA File No.: 21-02-0067
To the Register:
I certify that notice of beneficial interest required by Rule
5.6(a) of the Orphans' Court Rules was served on or matiled to the
following beneficiaries of the above-captioned estate on January
25, 2002.
Name Address
James E. Hamer 4470 Sears Run Dr., Mechanicsburq,. PA 17050
Notice has now been given to all persons entitled th,~reto under
Rule 5.6(a) except None
A. Hark Wihter, EsqUire
310 W. Chocolate Avenue
Hershey, PA 17033
(717) 533-4868
Counsel for persona~l
representative
JRD/June 30, 1992/17858
~ Re: Estate of Kay Dean'~amer · CO~T OF CO~O~ PLEAS OF
Late of: Carlisle Borough ~ : C~BE~~ CO~TY
EstateNo.: 21-2002-0067 : PE~SYLV~
NO. 21-2002-0067
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative:
Counsel for Personal Representative: A. Mark Winter, Esquire
Date of Decedent's Death: 12-22-200/4e ~
Date of Delinquency Notice: 11-04-2003
The undersigned Glenda Famer Strasbaugh, Register of Wills, in accord:tnce with Rule
6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court iDivision, Court
of Common Pleas' of Cumberland County, that neither the above named personal
representative
nor the above named counsel for the personal representative have filed with the Register of Wills
or Clerk of the Orphans Court his, her or its Status Report required by Rule 6.1~,'SuPreme"
Court O~hans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans Court Rules, was given by the Register of Wills on 11-04, 2003 and tl~at the ten (10)
.I
day notice to file the Status Report has expired. Accordingly, in accordance Wlth..Rule 6.12 the
Court is hereby notified of such delinquency and the undersigned requests that a~ Court conduct a
hearing to determine whether sanctions should be imposed upon the delinquent ~ersonal
representative or counsel for the delinquent personal representative.
. Glenda Famer Strasbaugh, Registerpo/f)N!lls~C.~A 4'
Distribution: Personal Representative
Counsel for Personal Representative.
Estate File
A heating is scheduled for ' t in Courtroom No. 3. If the Status R ~ort is filed
pri°r t° the hearing date' the hearing will aut°matically be c~' t~ ]~JV ~' "''Geo r~ -~"]~f/eJrr, ~. J.[~[
STATUS REPORT UNDER RULE 6.'12
Name of Decedent:
WillNo.: ~l- ~,,~I~}~., '- 00~? Admin. No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I re ~ort the
following with respect to completion of the administration of the above-capti0~ed estate:
1. State w..w_~ether adminis~ation of the estate is complete:
Yes ~ No [-']
2. If the answer is No, state when the personal representative reasonabily believes
that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the pe. rsonalrepresentative file a final account with the Co . ?
Yes _ No
b. The separate Orphans' Court No. (if any) for the personal'repregentative's
accoUnt is:
c. Did the personal representative state an account informally to th e parties
in interest? Yes ~ No r-]
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the. Orphar s' Court
and may be attached to this report.
Address
Telephone No.
CaPacity: ~[~lj?ersonal Representative
L~'Counsel for personal representati~
JRD/June 30, 1992/17858
In Re: Estate of Kay Dean Hamer · COURT OF COMMOI PLEAS OF
Late off Carlisle Borough · CUMBERLAND CO12 q~TY
Estate No.: 21-2002-0067 · PENNSYLVANIA
NO. 21-2002-0067
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative:
Counsel for Personal Representative: A. Mark Winter, Esquire
Date of Decedent's Death: 12-22-2004
Date of Delinquency Notice: 11-04-2003
The undersigned Glenda Farner Strasbaugh, Register of Wills, in accord Lnce with Rule
6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court ~Division, Court
of Common Pleas of Cumberland County, that neither the above named personal representative
nor the above named counsel for the personal representative have filed with the ~egister of Wills
or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.1 ~, Supreme
Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, was given by the Register of Wills on 11-04, 2003 and t~at the ten (10)
day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the
Court·is hereby notified of such delinquency and the undersigned requests that aI Court conduct a
heating to determine whether sanctions should be imposed upon the delinquent ~ersonal
representative or counsel for the delinquent personal representative.
Glenda Farner Strasbaugh, ~egistertTo/f~i!Is~., 4'
Distribution~. Personal Representative .
Counsel for Personal Representative
Estate File
A hearing is scheduled for t in Courtroom No. 3. If the Status R :por~ is filed
prior to the hearing date, the heating will automatically be c~~/~)~]~ ~
.. Geor~ge F/f'rloff~r, P.J.
S I, OZ L Vd 'elS!lJeO
eJenbs esnoqlJnoo I.
noo ,sueqd~o eq~, jo )tJelO/Sll~M jo
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 11/10/2004
WINTER A MARK
310 W CHOCOLATE AVE
HERSHEY, PA 17033
RE: Estate of HAMER KAY DEAN
File Number: 2002-00067
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. 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 will become delinquent on: 12/22/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
JRD/June 30,1992/17858
JAN 1 2 200~
In Re: Estate of Kay Dean Hamer
Late of Hampden Township
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.: 21-02-0067
NO. 21-02-0067
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: James Hamer
Counsel for Personal Representative: A. Mark Winter, Esquire
Date of Decedent's Death: 12/22/2001
Date of Delinquency Notice: 01/10/2005
The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accordance
with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk ofthe Orphans' Court his, her or its Status Report required by Ru1e
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12,
Supreme Court Orphans' Court Rules, was given by the Clerk ofthe Orphans' Court on
November 10, 2004, and that the ten (10) day notice to file the Status Report has expired.
Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and
the undersigned requests that a Court conduct a hearing to determine whether sanctions should
be imposed upon the delinquent personal representative or counsel for the delinquent personal
representative.
Date: 01/13/2005
~~J4;(~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
'Vi\~ 4-\ :2.005 q:'~o AM
A hearing is scheduled for at in Courtroom No.3. Ifthe Status Report is filed prior to
the hearing date, the hearing will automatically be cancelled.
vJ
EV-15iXJEXI600>
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
REV-1500
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENTS NAME (lAST, FIRST, AND MIDDLE INITIAL)
HAMER, KAY D.
DATE OF DEATH (MM-DD-YEAR)
OFFICIAL USt:: ()r;j:LY
FILE NUMBER
C~TYb - D,E~
(lO O~ 7
NUMBER
DATE OF BIRTH (MM-DD-YEAR)
12-22-2001 08-02-1939
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST, AND MIDDLE INITIAL)
HAMER, JAMES E.
[Xl 1. Original Return
o 4. Limited Estate
CRJ 6. Decedent Died Testate (Attacl1 copy of Will)
o 9, litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (dale ofdeatl1 after 12.12-62)
o 7. Decedent Maintained a Liying Trust (Attach copy of Trust)
o 10. Spousal Poverty Credit (dateoldeatl1 betwee~ 12.31.91 and H95)
SOCIAL SECURITY NUMBER
190
- 3282
30
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
180
- 2913
28
o 3. Remainder Retum (date afdeatl1 ~rial to 12.13--B2)
o 5, Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Altacl1 Sell 0)
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NAME
COMPLETE MAILING ADDRESS
A. MARK WINTER, ESQ.
FIRM NAME (lfA(j~icable)
LAW FIRM OF A. MARK WINTER
TELEPHONE NUMBER
A. MARK WINTER, ESQ.
310 WEST CHOCOLATE AVENUE
HERSHEY, PA 17033
'-~ OFFiclAi USE ONLY
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717-533-4868
(8)
-0-
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
Ii}
(2)
(3)
(4)
(5)
(1i)
(12)
(13)
-0-
3 Closely Held Corporation, Partnership or Sole-Proprietorship
4, Mortgages & Notes Receivable (Schedule OJ
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IX:
5 Cash, Bank Deposits &. Miscellaneous Persona) Property
(Schedule E)
6, Jointly Owned Property (Schedule F)
o Separate BHHng Requested
7, Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (Iotal lines 1-7)
(7)
(14)
-0-
(6)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Uens (Schedule I)
{9}
(10)
-0-
-0-
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)
14. Net Value Subject to Tax (Line 12 minus line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLiCABLE RATES
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15. Amount of Line 14 taxable at the spousal tax -O-
rate, or transfers under Sec. 9116 (a)(1.2) x.O_ (15)
16 Amount of Lin~ 14 taxable at lineal rate x.O_ (16)
17, Amount of Line 14 taxable at sibling rate x .12 (17)
18, Amount of line 14 taxable at collatera! rate x .15 (18)
19, Tax Due (19)
200
CHECK HERE IF YOU ARE REQUESTING A REFUNO OF AN OVERPAYMENT
lP
~
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
NameofDecedent-!<.AY DE:A~ I-IAHE:I'
Date ofDeath: I Z- lZ- 01
Estate No.: 2..( - z.ooZ - ooo~ 7
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 0
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. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 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 0
c. Copies of receipts, releases, joinders and approval offormal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
O. IUd ~J~
Signature
Date:
2.-1-05
'....D
...:t
~ A It k. WI N'T"f:.J'.
Name
'5l 0 W. C ~ cc..o/....("l'e A IJE:...
J~ftSH1;Y PA t7o~3
Address .
0d
C"")
,
717 53~ fB6ce,
Telephone No.
t",',,,.
Capacity: 0 Personal Representative
~ Counsel for personal representative
)
LAw OFFICES
A. MARK WINTER
310 WEST CHOCOLATE AVENUE
P. O. BOX 412
HER.SHEY, PENNSYLVANIA 17033
PHONE, 717-533-4868
FAX, 717-533-2582
February 7, 2005
Ms. Glenda Farner Strasbaugh
Register of wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013-3387
IN RE: Estate of Kay Dean Hamer
No. 21-02-0067
Dear Ms. Strasbaugh:
Enclosed is a check made payable to the Register of wills
for $15.00 to cover the filing fee due on the Estate of Kay Dean
Hamer.
Please forward to us a receipt of filing in this case in the
enclosed self-addressed, stamped envelope. Thank you for your
attention to this matter.
Very truly yours,
k""ol) J~
Susan D. Tookey
Enc.
LAW OFFICES
A. MARX WINTER.
310 WEST CHOCOLATE AVENUE
F=>. Q. BOX 412
HERSHEY, PENNSYLVANIA 17033
PHONE, 717-533-4868
FAX, 717-533-2582
February 1, 2005
Ms. Glenda Farner Strasbaugh
Register of wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013-3387
IN RE: Estate of Kay Dean Hamer
No. 21-02-0067
Dear Ms. Strasbaugh:
Enclosed for filing are the original and three copies of the
inheritance tax returns for Kay Dean Hamer. Please time-stamp and
return to me in the enclosed envelope two copies of the return.
Please note that no tax is due, as Mrs. Hamer was survived by
her husband and executor, James E. Hamer.
I mailed to you under separate cover the 6.12 form.
Thank you for your cooperation in this matter.
Very truly yours,
J. ~7JJJ
11:. Mark Winter
st
Ene.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BOX 280601
HARRISBURG PA 17128-0601
A MARK WINTER ESQ
A MARK WINTER LAW FIRM
310 W CHOCOLATE AVE
HERSHEY PA 17033
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (03-05)
DATE 04-18-2005
ESTATE OF HAMER KAY D
DATE OF DEATH 12-22-2001
FILE NUMBER 21 02-0067
COUNTY CUMBERLAND
ACN 101
~- Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE fir- RETAIN LOWER PORTION FOR YOUR RECORDS ~
kid"-YS~Y'~`~'X~'~"Y'~"tf~5~'1~laYl"L1E'V~'l1VI~fiEk!'YdAIL~'YAX'Aril~Y~kF~T;'7~[tf4TdAi'~'~'8i~•••••••••••••• •••
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HAMER KAY D FILE N0. 21 02-0067 ACN 101 DATE 04-18-2005
TAX RETURN WAS: (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) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3.
Closely Held Stock/Partnership Interest [Schedule Cl
(3)
.00 submit the upper portion
t
of
his form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) [5) .00
6. Jointly Owned Property (Schedule F) (b) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) .00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(9) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) .00
12. Net Value of Tax Return (12) .00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) .00
NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045. .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 - .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= .00
-DATE I NUMBER ~ INTEREST/PEN PAID (-) I AMOUNT PAID
_ TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. 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 December 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: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check ar money order payable to: REGLSTER OF WILLS, AGENT.
Failure to pay the tax, interest, and penalty due may result in the filing of a lien of record in the appropriate county,
or the issuance of an Orphan's Court citation.
REFUND (CRI: A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an
"Application far Refund of Pennsylvania Inheritance and Estate Tax^ CREV-1313). Applications are available
online at www.revenue.state.oa.us, any Register of Wills or Revenue District Office, or from the -epartment's
24-hour answering service for forms orders: 1-800-362-2050; services for taxpayers with special hearing and/or
speaking needs: 1-800-447-3020 (TT only).
08JECTIONS: Any party in interest not satisfied with the appraisment, allowance ar disallowance of deductions or assessment of tax
(including discount or interest) as shown on this Notice nay object within 60 days of the date of receipt of this notice
by filing one of the following:
A) Protest to the PA Department of Revenue, Board of Appeals. You may object by filing a protest online at
www.boardofaopeals.state.oa.us on or before the expiration of the sixty-day appeal period. In order for
an electronic protest to be valid, you must receive a confirmation number and processed date from the
Board of Appeals website. You may also send a written protest tc PA Department of Revenue, Board of Appeals
P.0. Box 281021, Harrisburg, PA 17128-1021. Petitions may not be faxed.
B) Election tc have the matter determined at the audit of the account of the personal representative.
A-MIN- C) Appeal to the Orphans' Court.
ISTRATIVE
CORRECTIONS: Factual errors discovered an this assessment should he addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.0. Box 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the hooklet ^Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) 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 (5%l discount of
the tax paid is allowed.
PENALTY: Tha 15% 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 an this notice.
INTEREST: Interest is charged beginning with first day of delinquency, ar 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 C6%) 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 2005 are:
Interest -aily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
i~t ~ .. ouoT~ 1~8-1991 -"LI'T- .DO~f zoo ~5'T.- .oo~T'
1983 16% .OD0438 1992 9% .000247 2002 6% .000164
1984 11% .000301 1993-1994 7% .000192 2003 5% .000137
1985 13% .000356 1995-1998 9% .000247 2004 4% .000110
1986 10% .000274 1999 7% .000192 2005 5% .000137
1987 10% .000274 2000 7% .000192
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOF
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15l 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.