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HomeMy WebLinkAbout04-0141Cumberland County - Register OBE®0~t~~D CFF~CE CF One Courthouse Square ~- , Carlisle, PA 17013 REGISTcR OF ~~I°-LS Phone: (717) 240-6345C~~~ ~EC 3 ~(~ ~ Q~ CLERK 0~ QRPHANS' C4t1RT CUMBERLAND Cp., Pq Date: 12/03/2012 JACKSON AARON C TUCKER ARENSBERG PC PO BOX 889 HARRISBURG, PA 17108-0889 RE: Estate of WOOMER KENNETH E File Number: 2004-00141 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: 12/29/2012 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, Glenda Farner Strasbaugh 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 RECORDED OFFICE OF REGISTER OF Ya'ILLS Date: 12/03/2012 DOWLING PATRICIA A NKA 126 BRISTOL ROAD CHALFONT, PA 18914 RE: Estate of WOOMER KENNETH E File Number: 2004-00141 Dear Sir/Madam: ~~iZ SEC 3 fl~ 9 08 CLERK OF ©RPHANS' COURT CUMBERLAND CO., PA 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, N0. 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: 12/29/2012 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, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Estate of also known as Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS , Deceased Social Security No. (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner(s) is/are the executEt Decedent, dated (Z - Z.- ~.~o'~ and codicil(s) dated named in the Last Will of the Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: B. Grant of Letters of Administration Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional ~heets if necessary, Decedent was domiciled at death in residence at L/zCZ- /.~'/TZ-A/U-f ~:~ Decedent, then 9._~_~ years of age, died Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property .............................. $ (If not domiciled in PA) Personal property in Pennsylvania .................... $ -- ' (If not domiciled in PA) Personal property in County .......................... $ Value of real estate in Pennsylvania ............................................... Total .............................................................. S Real Estate situated es follows: County~ Pennsylvania, with h~slher last family or pr~ncLpal Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Typed or printed name and residence ~W-7 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent. Petitioner(s) will well and truly administer the estate f~'cording to law. before me this /~ ~ ~ay of also known as Social Security No:/'~%~.-o~_,~_,- ,~,.~::;~_,~ Date of Death: /~'~ AND NOW, ~¢~1)¢~ ~.~ , 20~, inconsideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, ITIS DECREED that Letters ~estamentary ~ of'Administration ar~hereby granted to (~,~ ~ '";~,,)lir~,. ~.~ ~n the above estate and that the instrument(s), if any, dated described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........................... Short Certificate(s)....~. ..... Renunciation .................. Affidavit ( ) ................. Extra Pages ( ) ............ Codicil .......................... JCP Fee ........................ Inventory & Tax Forms... Other ............................ $ /6~, 0~-~ Attorney: $ I.D. No: PJ~-7a TOTAL ................ $~ Telephone: 7/7 , ~7-1~0 DATE FILED: ~'~os o LAST WILL AND TESTAMENT OF KENNETH E. WOOMER I, KENNETH E. WOOMER, of Cumberland County, Pennsylvania, declare this to be my Last Will, hereby revoking all prior wills and codicils. FUNERAL EXPENSES FIRST: I direct the payment of my funeral expenses, including my gravemarker, as soon as may be convenient after my death. PAYMENT OF DEATH TAXES SECOND: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of administration of my estate. PERSONAL PROPERTY THIRD: I bequeath those items of my household furnishings, personal effects, and personal property as I may set forth in a separate signed memorandum to the persons named in that memorandum. REAL PROPERTY FOURTH: My wife, Alice E. Woomer, shall be given a life estate in the property located at 721 Wilson Street, Carlisle, Pennsylvania. DISTRIBUTION OF RESIDUE FIFTH: The entire residue of my estate shall be distributed as follows: 1/3 to my wife, Alice E. Woomer 1/3 to my daughter, Patricia A. Dowling 1/3 to my daughter, Nancy Donnelly The share of any beneficiary who predeceases me or dies on or before the thirtieth day following my death shall be distributed to his or her issue, per stirpes, living on the thirty-first day following my death, and in default of any such then-living issue, such share shall be added to the share or shares for my other beneficiaries. If none of my beneficiaries shall survive me for a period of thirty (30) days, the entire residue shall be distributed according to the intestacy laws of Pennsylvania. PROTECTION OF BENEFICIARIES (Spendthrift Provision) SIXTH: No interest in income or principal shall be assignable by a beneficiary or available to anyone having a claim against a beneficiary before actual payment to the beneficiary. TRUSTEE OF ESTATE OF MINORS AND INCAPACITATED BENEFICIARIES SEVENTH: If any income or principal shall be payable to any person who shall be a minor or who shall be incapacitated for any reason, my executor, as trustee shall hold such income and principal during minority or incapacity and shall be entitled to apply such income and principal to the health, maintenance, support and education of such person during minority or incapacity without the appointment of any guardian or committee or any authority of court. My trustee shall be entitled to make direct application hereunder or to make application by payment of income and principal to the parent or other person in charge of such minor or incapacitated person, or to his or her guardian or to a custodian under the Uniform Transfers to Minors Act. Trustee may, in discharge of all the Trustee's duties, pay any minor's share deemed impractical of administration to the parent or other person in charge of the minor or to his or her guardian or to a custodian for the minor under the Uniform Transfers to Minors Act. Any remaining income and principal to which such person shall be entitled shall be distributed to such person upon such person reaching the age of 18. My Trustee shall have the same powers as my executor and shall serve without bond. POWERS OF EXECUTOR EIGHTH: I confer upon my executor the right to sell or otherwise convert any real or personal property at public or private sale, at such time or times, in such manner, and for such price or prices, and upon such terms and conditions as my executor shall determine, and to execute and deliver good and sufficient conveyances, assignments and transfers thereof, without liability of any purchaser for the application of any consideration; to borrow money and to secure its payment by mortgage of real or personal property, pledge of investments or otherwise, without liability on the part of the lenders to see to the application thereof; to retain any investments at discretion; to invest and reinvest at discretion, without restriction to so-called "legal investments;" to make distribution in cash or in kind; and to do all other acts and things necessary or appropriate in the management, administration and distribution of my estate. APPOINTMENT OF EXECUTOR NINTH: I appoint Patricia A. Dowling executor of my will. I direct that my executor shall not be required to furnish security in any jurisdiction. INTERCHANGEABILITY OF LANGUAGE TENTH: Words used in the singular may be read to include the plural or the plural may be read as the singular. Similarly, the masculine form may be read to include the feminine and neuter; the feminine may be read to include the masculine and neuter; and the neuter may be read to include the masculine and feminine. HEADINGS ELEVENTH: The headings used on the various paragraphs of this will are included for convenience only and shall have no legal significance. I have signed this will this ~ ~ day of ~cem ~ , 2003 t'. Wood,P, ~v;itness ' Witness ACKNOWLEDGEMENT and AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA' COUNTY OF CUMBERLAND · SS. I, KENNETH E. WOOMER, the testator i.~, and ~Co~ ,~/4P,.4'~3 and l idt~mr~3 /'~/4~ro..y , the witnesses to the last will, the attached or foregoing instTument, who have signed the instrument, having been duly qualified according to law do depose and say: (a) that I, the testator, do hereby acknowledge that I signed and executed the instrument as my last will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and (b) that we, the witnesses, were present and saw the testator sign and execute the instrument as his last will, that he signed it willingly and executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testator signed the will as a witness and that to the best of our knowledge the testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. KENNETH E. WOOMER Witness ' NOTARIAL SEAL ' JUDO IL AHRENS, NOTARY PU81.1~ MECHANICSBURG BORO., CUMBERLAND CO.I MY COMMISSION EXPIRES MAY 23, 2005 Witness N~ary Public CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Will No: 20oC/- O0 / t._/! Admin No: To the Register: I certify that notice of 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 Z - / 7- O ~ · Name /cE ~, C,Ooor~e~ 77~I Address Notice has now been given to all persons entitles thereto under Rule 5.6(a) excePt: Date: Z-17-0 { (Signature) Telephone(D7) ~,? 7- / Capacity: Personal Representative Counsel for Personal Representative · REV-1500 co. Mo.w~.o..~..oY.v..,. INHERITANCE TAX RETURN o~.~t RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST. AND MIDDLE INITIAL) Woomer, Kenneth E u.I~ DATE OF DEATH (MM-DD-YEAR) i DATE OF BIRTH (MM-DD-YEAR) ~o 12/29/2003 05/01/1910 ¢3 i(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INiTiAl..) Woomer, Alice E. .... ]~ 1. Original Return - 'E~ ~i Supplemenial RetU;n OFFICIAL USE ONLY FILE NUMBER 21 04 0141 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 172-22-3390 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS ~ocIAL SECURITY NUMBER D' ~' Rem~ind~iRet-um idate~i de~th p~io~'to i~-13-82) [] 5. Federal Estate Tax Return Required < ~ [] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after oa.o¥ ~ ¥ 12-12-82) ~oo ,,, ~ [] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach 8. Total Number of Safe Deposit Boxes ~ ~ aa of Will) copy of Trust) < [] 9. Litigation Proceeds Received [] 10. Spousal Povedy Credit (date of death between [] 11. Election to tax under Sec. 9113(A)(AttachSchO) 12-31-91 and 1-1-95 qAME COMPLETE MAILING ADDRESS , ~- Thomas J. Ahrens ....... :IRM NAME (If applicable) 5521 Carlisle Pike Ahrens Law Offices, P.C. Mechanicsburg, PA 17055 .c~ ~.~ o.:::::: FELEPHONE NUMBER 1. Real Estate (Schedule A) (1) 116,844.00 ~:~OFF~C~AL USE::ONLY 2. Stocks and Bonds (Schedule B) (2) None 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None '. ~: 4. Mortgages & Notes Receivable (Schedule D) (4) None 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) None (Schedule E) 6. Jointly Owned Property (Schedule F) (6) None _~ [] Separate Billing Requested ,~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 247,541.86 ~ (Schedule G or L) ~=- 8. Total Gross Assets (total Lines 1-7) (8) 364,385.86 *' 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 27,136.57 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) (11) 27,136.57 12. Net Value of Estate (Line 8 minus Line 11) (12) 337,249.29 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Lin e 13) (14) 3 3 7,2 4 9 .'2 9 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amount of Line 14 taxable at the spousal tax rate, 40,691.29 x .00 (15) 0.00 or transfers under Sec. 9116(a)(1.2) o 16. Amount of Line 14 taxable at lineal rate 296,558.00 x .045 (16) 13,345.1 l = 17.Amount of Line 14 taxable at sibling rate x .12 (17) O ~ 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) 13,345.11 20. [] Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) · 0~cedent's Complete Address: I STREET ADDRESS 442 Walnut Bottom Road I CITY Carlisle iSTATE PA Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty 667.26 Total Credits (A + B + C) Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. 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 is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT ziP 17013 (1) 13,345.11 (2) 667.26 (3) 0.00 (4) (5) 12,677.85 (5A) (5E~) 12,677.85 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yea 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 Dare? .............................................................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................................... [] [] 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? ...................................................................................................................... [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare 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. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON I~ONSIBLE FOR FILING RETURI~ ADDRESS ~ATE ,' PatriciaA. Dowling I dl ~ , ,' I 126 Bristol Road ~'~ /~- --/- '/ /~'~.~/J~~ Chalfont, PA 18914 ~/,~,-Z'>/d_J k/L, SIGNATURE OF PERSON ~ESPO~I'~IBLI~ FOR FILING RETURN~r--~---~D~-RESS ~-~'ATE - ~ SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS DATE Thomas J. Ahrens 5521 Carlisle Pike /~ ~ ~ Mechanicsburg, PA 17055, '~_~,~_0c[ For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. {}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 from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's Pineal 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 decedenrs siblings 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 blood or adoption. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE A REAL ESTATE Woomer, Kenneth E FILE NUMBER ......... · J y-ownea with riaht of s .... ; ........... aving = -, .,-u~:~mp must be oisclosed on ITEM NUMBER DESCRIPTION VALUE AT DATE OF I Single family home located at 721 Wilson Street, Carlisle, PA DEATH 116,844.00 TOTAL (Also enter on Line 1, Recapitulation) 116,844.00 ITEM NUMBER SCHEDULE G COMMO~VE^,,, OF PENNSYLvANiA i INTER-VIVos TRANSFERs & 'NHER'T~NCE TAX RETURN I REBIDENTOECEOENT i MISC. NON'PROBATE PROPERTY ESTATE OF L ~ : ....... ~ ~ Woomer, Kenneth E ,~ FILE NUMBER I 21 -04- 014] This schedule must be com~pleted and filed if the answe_r t~o e_ny_of questions 1 thr0u~ 4~on_ ap~,q~2 DESCRIPTION OF PROPERTY Iht-Jude the name of the transferee, their relationship to decedent and the date of transfer. J DATE OF DEATH i % OF Attach a copy of the deed for real estate. IVALU E OF ASSET ~' DECD'S , INTEREST POD account # 01010099279 0 002 at American Express ' 5,649.8~~ 100%- payable to Patricia A. Dowling POD account # 02140516676 6 002 at American Express payable to Patricia A. Dowling POD account # 03150516676 4 002 at American Express payable to Patricia A. Dowling POD account # 01010099063 8 002 at American Express payable to Nancy Donnelly POD account # 01140516676 7 002 at American Express payable to Nancy Donnelly POD account # 02150516676 5 002 at American Express payable to Nancy Donnelly Annuity at American Express account # 93002145904 3 00z P/O, payable equally to Patricia & Nancy 41,497.79 100% 76,488.85 100% 5,649 831 100% 41,497.79,i 100% 76,480.10! 100% 277.671 100% is~yes. EXCLUSION TAXABLE VALUE (IF APPLICABLE) 5,649.83 41,497.79 76,488.85 5,649.83 41,497.79 76,480.10 277.67 TOTAL (Also enter on line 7, Recapitulation) j 247,541.86 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SO'EEXJLE H Debt= ITEM NUMBER~ A. 2 FUNERAL EXPENSES: Woomer, Kenneth E i' FILE NUMBER , 21 - 04- 0141 of decedent must be reported on Schedule I. ~* DESCRIPTION AMOUNT Funeral expenses Funeral luncheon ADMINISTRATIVE COSTS: Personal Representative's Commissions Patricia A. Dowling Social Security Number(s) / EIN Number of Personal Representative(s): 126 Bristol Road Street Address City Chalfont State PA Zip 18914 Year(s) Commission paid not till house sells '-----' - Attorney's Fees Ahrens Law Offices, P.C. Family Exemption: (If decedenrs address is not the same as claimant's, attach explanation) Claimant Alice E. Woomer Street Address 721 Wilson Street Zip 17013 City Carlisle State PA Relationship of Claimant to Decedent Spouse -- Probate Fees Register of Wills Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Estate notice in Cumberland Law Journal Estate notice in The Sentinel 5,500.00 700.00 10,000.00 7,500.00 3,000.00 266.00 75.00 80.57 Total of Continuation Schedule(s) iI · ' i ' 15.00 TOTAL (Also enter on line 9, Recapitulation) ~ SchedubH INHERITANCE TAX RETURN RESIDENT DECEDENT ~ Cos~ ~ ESTATE OF .~ - ~. Woomcr, Kenneth F. FILE NUMBER 3 PA Inheritance Tax filing fee " ' 21 - 04 - 0141 15.00 Page 2 of Schedule H COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NUMBER SCHEDULE j BENEFICIARIES Woomer, Kenneth E i FILE NUMBER ..... I 21 - 04 - 0141 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT ¢ ~Muul~i UH SHARE TAXABLE DISTRIBUTIONS (include outright spousal distributions) ~ D~otLat~zustae(s) ~ OF ESTATE ~Alice E Woomer - 721 Wilson Street, Carlisle, PA Nancy Donnelly 160 High Street, Caribau, MA Patricia A. Dowling 126 Bristol Road, Chalfont, PA Spouse ILife Estate in house and l/3rd of residue Daughter il/3 rd of residue POD accounts @ ,American Express Daughter 11/3rd of residue POD accounts ~ American Express ~ions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. /~S~Pg~D'STR,BUT,ONS UNDER SECT,ON ~, 1~ fOR WH,OH AN ELECT,ON TO TAX ,S NOT lB. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETi n~v-~s4~ EX+ (9-00) ~ COMMONVVEALTH OF PENNSYLVANIA tNHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCI'Ei:ll.E M (Check Box4a on Rev-1500 Cova.~ II. III. Woomer, Kenneth E / FILE NUMBER This schedule]s appropriate only for Estates of decedents dying after December ~2, '1~8~. - ? 2 ! - 04 - 014 l This schedule is to be used for all future interests where the rate of tax which will be applicable when the future interest vests in possession and enjoyment cannot be established with certainty. Indicate below the type of instrument which created the future interest and attach a copy to the tax return [] Will I-! Trust [] Other Beneficiaries NAME OF BENEFICIARY Woomer RELATIONSHIP ,[DATE OF BIRTHI' AGETO ...... ~- ...... ' I~-AREST~y' -- -Spouse : 05/29/1916' '~ -- - For decedents dying on or after July 1, 1994, if a surviving spouse exercised or intends to exercise a right of withdrawal within 9 months of the decedent's death, check the appropriate block and attach a copy of the document in which the surviving spouse exercises such withdrawal rill.~.t' L.J Unlimited right of withdrawal [] Limited right of withdrawal Explanation of Compromise Offer: - Decedent died and left the residence of his wife to her as a life estate. Upon her passing, the proceeds are to be split equally with her estate and his two daughters. Subtracting the estate expenses from the value of the house ($116,844.00), the taxable value of the house is $89,707.43. Using the 4.2% table rate of. 18038 and a taxable value of the house at $89,707.43 the life estate for his wife will be $16,183.22 with a tax rate of 0%. The balance of $73,524.21 will be taxable with $24,508.07 taxed at the spousal rate of 0% and the balance of $49,016.14 at the sibling rate of 4.5%. IV. Summary of Compromise Offer: 1. Amount of Future Interest: 2. Value of Line I exempt from tax as amount passing to charities, etc. (also include as part of total shown on Line 13 of Cover Sheet) 3. Value of Line 1 passing to spouse at appropriate tax rate CheckOne [] 6% [] 3% [] 0% (also include as part of total shown on Line 15 of Cover Sheet) 4. Value of Line 1 taxable at lineal rate 89,707.43 40,691.29 I-'16% []4.5% 49,016.14 (also include as part of tota~ shown on Line 16 of Cover Sheet) 5. Value of Line I taxable at sibling rate (12%) (also include as part of total shown on Line 17 of Cover Sheet) 6. Value of Line 1 taxable at collateral rate (15%) (also include as part of total shown on Line 18 of Cover Sheet) 7. Total value of Future Interest (sum of Lines 2 thru 6 must equal Line 1) 89,707.43 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 NO. REV-1162 EX(11-96) CD 003726 DOWLING PATRICIA A 126 BRISTOL ROAD CHALFONT, PA 18914 NKA ........ fold  NFORMATION: SSN: 172-22-3390 FILE NUMBER: 2104-0141 DECEDENT NAME: WOOMER KENNETH E DATE OF PAYMENT: 03/29/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 12/29/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I 812,677.85 'REMARKS: .... SEAL PATRICIA DOWLING CHECK# 1040 TOTAL AMOUNT PAID' $12,677.85 INITIALS: VZ RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 Thomas J. Ahrens Esq. Ahrens Law Offices, P C 5521 Carlisle Pike Mechanicsburg Pa 17055 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX , -DATE ESTATE OF DATE OF DEATH FILE NO. COUNTY Uq i i,-i'i _, :/AJ~N REV-1547 EX (12-97) PC 5-11-2004 Kenneth E. Woomer 12-29-2003 2104-0141 Cumberland 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: Register of Wills Cumberland County Courthouse Carlisle, PA 17013 CUT ALONG THIS LINE =~ RETAIN LOWER PORTION FOR YOUR RECORDS ~= DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF Kenneth E. Woumer FILE NO. 2104-0141 ACN 101 DATE 5-11-2004 TAX RETURN WAS:.__(_~ ACCEPTED AS FILED _(__~_CHANGED see attached RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. MortclaQes/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/Mort;;acle Liabilities/Liens (Schedule I) 11. Total Deductions (1) 116,844.00 NOTE: To Insure proper (2) 0.00 credit to your account, (3) 0.00 submit the upper portion (4) 0.00 of this form with your (5) 0.00 tax payment. (6) 0.00 (7) 247,541.86 (8) 364,385.86 (9) 27,136.57 (10) 0.00 (11) 27,136.57 12. 13. 14. NO'rE: that include the total of ALL returns assessed to date. Net Value of Tax Return (12) 337,249.29 Charitable/Governmental Beauests; Non-elected 9113 Trusts (Schedule J) (13) 0.00 Net Value of Estate Subject to Tax (14) 337,249.29 If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) X .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 247,541.86 X .045 17. Amount of Line 14 taxable at Siblin~ rate (17) X .12 18. Amount of Line 14 taxable at Collateral/Class B rate (18) X .15 19. Principal Tax Due TAX CREDITS: (19) 11,139.38 11,139.38 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 3-29-2004 CD003726 556.97(+) 10,582.41 TOTAL TAX CREDIT 11,139.38 BALANCE OF TAX DUE 0.00 INTEREST 0.00 TOTAL DUE 0.00 * IF PAID AFTER DATE INDICATED, SEE IqEVER~E (I~ TrnA?. r~t~ ~ ?~ m~. ~.~ ......... FOR CALCULATION OF ADDITIONAL INTEREST. THAN $1, NO PAYMENT IS REQUZI~ED. IF TOTAL DUE IS REFLECTED AS A CREDIT (CR) , YOU l~tY BE DUE A REFUI\~). SEE i~EVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMINISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: 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. To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 21 of 1995. (72 P.S. Section 9140). De~ach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. Make check or money order payable to: REGISTER OF WILLS, AGENT. A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax (REV-1313). Applications are available at the Office of the Register of Wills or any of the 23 Revenue District Offices, or by calling the special 24-hour answering service numbers for forms ordering: In Pennsylvania 1-800-362-2050, outside Pennsylvania and within local Harrisburg area (717) 787-80~4, TDD~ (717) 772-2252 (Hearing Impaired Only). Any party in interest not satisfied with the appraisement, allowance or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: -written protest to the PA Department of Revenue Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, A'I-rN: Post Assessment Review Unit, Dept. 280601 Hanisburg, PA 17128-0601 Phone (717) 787-8505. Sea page 3 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent'' (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months alter the decedent`s death a five percent (5%) discount of the tax paid is allowed. The 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 same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and alter 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 2001 are: Interest Daily Interest Daily Rate Factor Interest Daily Year Rate Factor Year Rate Factor Year 1982 20% .000548 1988-199;I- 11% .000301 2001 1983 16% .000438 1992 9% .000247 2002 1984 11% .000301 1993-1994 7% .000192 2003 1985 13% .000356 1995-1998 9% .000247 2004 1986 10% .000274 1999 7% .000192 1987 9% .000247 2000 8% .000219 -Interest is calculated as follows: 9% ,000247 6% .000164 5% .000137 4% .000110 INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR -Any Notice issued alter the tax becomes delinquent will refiect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. ~EV-1470 EX (6-88) · ~ INHERITANCE TAX -~- EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 ;)ECEDENTS NAME FILE NUMBER Kenneth E. Woomer 2104-0141 REVIEWED BY ACN Harry A. Herr 101 ITEM EXPLANATION OF CHANGES SCHEDULE NO. The tax due on all current interests is reflected on the attached Inheritance Tax Assessment. The tax due on all future interest uncertainties is covered on the attached compromise tax assessment,(ACN 102). ROW Page 1 5-11-2004 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 280601 HARRISBURG, PA 17128-0601 Telephone 717 783-6070 Thomas J. Ahrens Esq. Ahrens Law Offices, P C 5521 Carlisle Pike Mechanicsburg, Pa 17055 Re: Estate of Kenneth E. Woomer File Number 2104-0141 Date of Death: 12-29-2003 Dear Mr. Ahrens: Enclosed is a "Notice of Inheritance Tax Appraisement, Allowance or Disallowance of Deductions and Assessment of Tax," (REV-1547 EX), ACN 101 establishing the tax applicable to all present interests in the above estate. Also enclosed is a "Notice of Inheritance Tax Appraisement, Allowance or Disallowance of Deductions and Assessment of Tax," (REV-1547 EX), ACN 102 establishing the tax applicable to future interests where the rate of tax is uncertain. Based on the provisions of the above decedent's Will, Deed of Trust and the information reported on Schedule M by the estate representative, the Department concurs with the estate representative's compromise proposal, and the tax on the future interests have been assessed as shown on the ACN 102 assessment notice. All existing inheritance and/or estate tax payments have been appropriately applied. Any changes which become necessary as a result of a protest decision or an order of court will be reflected in adjustments to both ACN 101 and ACN 102. Please contact me at the telephone number above if you have any questions. Sincerely, · Herr Trust Valuation Specialist Inheritance Tax Division Enclosure BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 Thomas J. Ahrens Esq. Ahrens Law Offices, P C 5521 Carlisle Pike Mechanicsburg Pa 17055 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NO. COUNTY ACN REV-lS4? EX (12-97) PC 5-11-2004 Kenneth E. Woomer 12-29-2003 2104-0141 Cumberland 102 Amount Remitted CUT ALONG THIS LINE ' *1~-~-~ ~,¥- i=-~ (06-97} PC ESTATE OF MAKE CHECK PAYABLE AND REMIT PAYMENT TO: Register of Wills Cumberland County Courthouse Carlisle, PA 17013 ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~3 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLd~,'I{I~='~- ................................ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX Kenneth E. Woomer FILE NO. 2104-0141 ACN 102 DATE 5-11-2004 TAX RETURN WAS: ~) ACCEPI=U AS FILED ~ CHANGED RESERVATION CONCERNING FUTURE INTEREST- SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortuaries/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/Mortclac~e Liabilities/Liens (Schedule I) 11. Total Deductions (1) 0.00 NOTE: To insure proper 0.00 credit to your account, 0.00 submit the upper portion 0.00 of this form with your 0.00 tax payment. 0.00 89.707.43 (2) (3) (4) (5) (6) (7) (8) 89,707.43 (9) 0.00 (10) 0.00 (11) 0.o0 12. 13. 14. NO'TE: Net Value of Tax Return (12) 89,707.43 Charitable/Governmental Be(~uests; Non-elected 9113 Trusts (Schedule J) (13) 0.00 Net Value of Estate Subiect to Tax (14) 89,707.43 If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 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) 40,691.29 X .00 0.00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 49,016.14 X .045 2,205.73 17. Amount of Line 14 taxable at Siblin;3 rate (17) X .12 18. Amount of Line 14 taxable at Collateral/Class B rate (18) X .15 19. Principal Tax Due TAX', CREDITS: (19) 2,205.73 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 3,-29-2004 CD003726 110.29(+) 2,095.44 TOTAL TAX CREDIT 2,205.73 BALANCE OF TAX DUE 0.00 INTEREST 0.00 TOTAL DUE 0.00 * :CF PAID AFTER DATE INDICATED, SEE REVEP~E ~IF TOT&T. FOR CALCULATION OF ADDITIONAL INTEREST. $1, NO PAI'I~NT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A CREDIT (CR) , YOU M~Y BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMINISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: 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) benefidades 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. To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 21 of 1995. (72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Wills pdnted on the reverse side. Make check or money order payable to: REGISTER OF WILLS, AGENT. A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax (REV-1313). Applications are available at the Office of the Register of Wills or any of the 23 Revenue District Offices, or by calling the special 24-hour answadng service numbers for forms ordering: In Pennsylvania 1-800-362-2050, outside Pennsylvania and within local Harrisburg area (717) 787-8094, TDD~ (717) 772-2252 (Hearing Impaired Only). Any party in interest not satisfied with the appraisement, ellowance or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: -written protest to the PA Department of Revenue Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative OR -appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601 Harrisburg, PA 17128-0601 Phone (717) 787-6505. Sea page 3 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death a five percent (5%) discount of the tax paid is allowed. The 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 same time pedod as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. Ail 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 2001 ara: Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year 1982 20% .000548 1988-1991 11% .000301 2001 1983 16% .000438 1992 9% .000247 2002 1984 11% .000301 1993-1994 7% .000192 2003 1985 13% .000356 1995-1998 9% .000247 2004 1986 10% .000274 1999 7% .000192 1987 9% .000247 2000 8% .000219 -interest is calculated as follows: Interest Daily Rate Factor 9% .000247 6% .000164 5% .000137 4% .000110 INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR -Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fiftean (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. BUREAU OF ZNDZVTDUAL TAXES TNHERTTANCE TAX D']'VTS/OH DEPT. 280601 HARRTSBURG, PA 17128-0601 COMMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ZNHERZTANCE TAX STATEMENT OF ACCOUNT RE¥-1~07 EX ~FP (01-05) THOMAS d AHRENS AHRENS LAN OFFICES 5521 CARLISLE PIKE ~]: MECHANICSBURG PA 1705~.I'~'i!~ DATE 05-10-200fi ESTATE OF WOOMER KENNETH DATE OF DEATH 12-29-2003 FZLE NUMBER 21 0q-0141 :(],{~DUNTY CUMBERLAND ACN 102 Amount: Remi~:~ed HAKE CHECK PAYABLE AND RENZT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit: ~o your account:, submi~ ~he upper portion of ~:his form wi~h your ~ex peyllen~:. CUT ALONG TH'rS L'rNE ~- RETA'rN LONER PORT'rON FOR YOUR RECORDS ~ REV-1607 EX AFP (01-03) ~ ZNHER'rTANCE TAX STATEMENT OF ACCOUNT ~ ESTATE OF NOOMER KENNETH E F'rLE NO. 21 04-0141 ACN 102 DATE 05-10-2004 TH/S STATEHENT TS PROV'rDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAMED ESTATE. SHO#N BELON ZSA SUHNARY OF THE pR'rNCTPAL TAX DUE.. APpLTCATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND,, IF APPLTCABLE, A PROJECTED 'rNTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-05-2004 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): Z,Z05.73 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-29-2004 CD003726 110.29 2,095.44 ZF PAZD AFTER THZS DATE, SEE REVERSE SIDE FOR CALCULATZON OF ADDITIONAL INTEREST. { ZF TOTAL DUE IS LESS THAN $1~ NO PAYHENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR), TOTAL TAX CREDIT 2,205.73 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU NAY BE DUE A REFUND. SEE REVERSE S'rDE OF THTS FORM FOR 'rNSTRUCTTONS. ) PAYHENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REG/STER OF NTLLS, AGENT. -- If NDN-RESTDENT DECEDENT make check or money order payable to: COHHONNEALTH OF PENNSYLVANTA. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an 'Application for Refund of Pennsylvania Inheritance and Estate Tax" (RE¥-L315). Applications are available at the Office of the Register of Nills, any of the 23 Revenue District Offices or from the Department's Z4-hour ansearing service for forms ordering: 1-800-361-Z050; services for taxpayers with special hearing and / or speaking needs: 1-B00-447-3010 (TT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17118-0601, phone (717) 787-6505. DISCOUNT: Zf any tax due is paid within three (3) calendar months after the decedent's death, a five percent (51) discount of the tax paid is 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 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (L) 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 (6X) percent par annum calculated at a daily rate of .000L64. ALi taxes which became delinquent on and after January l, L981 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 L981 through Z004 are: Interest Daily Interest Daily Interest Year Rate Factor Year Rate Factor Year Rate 1981 202 .000548 1988-1991 112 .O0030L ZOO1 92 1983 162 .000438 1992 92 .000247 ZOO2 62 1984 112 .000301 1993-1994 72 .000192 2003 52 1985 132 .000356 1995-1998 92 .000247 2004 42 1986 102 .000274 1999 72 .000191 1987 92 .000247 ZOOO 82 .000219 Daily Factor .000Z47 .000164 .000157 .O00LXO --Xnterest is calculated as follows: TNTERF-ST = BALANCE OF TAX UNPAXD X NUHBER OF DAYS DELTNQUENT X DATLy INTEREST FACTOR --Any Notice issued after the tax becomes delinquent eiXl reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES TNHERZTANCE TAX DTyTSTON DEPT. 280601 HARRISBURG,. PA 17128-0601 COHMONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERITANCE TAX STATEHENT OF ACCOUNT REV-IS07 EX &FP THOHAS J AHRENS AHRENS LAW OFFICES 5521 CARLISLE PIKE MECHANICSBURG PA DATE 05-10-200q ESTATE OF WOOMER DATE OF DEATH 12-29-2005 FILE NUMBER 210fi-Olql :(.ff,~)UNTY CUMBERLAND ACN 101 Aeoun~: Remi't'~ed KENNETH E HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~o your account, subm/~ ~he upper portion of ~his form wi~h your ~ex paymen~c. CUT ALONG THTS LINE I~* RETAIN LOWER PORTION FOR YOUR RECORDS REV-1607 EX AFP (01-03) N~ ZNHERTTANCE TAX STATEHENT OF ACCOUNT ESTATE OF WOOHER KENNETH E F'rLE NO. 21 0~-01c~1 ACN 101 DATE 05-10-200~ THTS STATEMENT TS PROV'rDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACN 'rN THE NAMED ESTATE. SHO#N BELOW TS A SUNHARY OF THE PR/NC/PAL TAX DUE, APPL'rCATTON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, 'rF APPLTCABLE, A PROJECTED TNTEREST FTGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-05-200~ PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 11,159.$8 PAYHENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 05-29-2001 CD005726 556.97 10,582.11 /F PA/D AFTER TH/S DATE, SEE REVERSE S/DE FOR CALCULAT/ON OF ADDZT/ONAL /NTEREST. ( /F TOTAL DUE IS LESS THAN $1, NO PAYHENT ZS REQU/RED. ZF TOTAL DUE KS REFLECTED AS A "CREDIT" (CR), TOTAL TAX CREDIT 11,139.38 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU NAY BE DUE A REFUND. SEE REVERSE S/DE OF TH/S FORH FOR /NSTRUCT/ONS. ) PAYNENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RES[DENT DECEDENT make check or money order payable to: REGZSTER OF #TLLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COHNON#EALTH OF PENNSYLVANTA. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may ba requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1513). Applications are available at tho Office of the Register of #ills, any of the Z3 Revenue District Offices or from the Department's Z4-hour answering service for forms ordering: 1-800-~6Z-Z050~ services for taxpayers with spa:ia1 hearing and ! or speaking needs: 1-BOO-q47-~OZO (TT only). REPLY TO: guestions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Ravie~ Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone (717) 787-6505. DISCOUNT: any tax due is paid ~ithin three (3) calendar months after the decedent's death, a five percent (SZ) discount the tax paid is allcaad. PENALTY: The 15Z 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 and of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes ~hich became delinquent before January l, 1982 bear interest at the rate of six (6X) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 ~i11 bear interest at a rate ~hich ~ill vary from calendar year to calendar year ~ith that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO4 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Fa:tar Year Rate Factor 1982 ZOZ .00054B 1988-1991 llZ .000~01 ZOOZ 92 .'000247 1983 16X .000~58 1992 91 .000247 ZOOZ 6Z .00016~ 1984 llZ .000301 1993-1994 72 .000192 2003 52 .OOOl~7 1965 132 .000356 1995-1998 92 .000247 Z004 42 .000110 1986 lOZ .00027~ 1999 72 .000192 1987 9Z .000Z47 2000 8X .000219 --Xnterest is calculated as follows: XNTEREST = BALANCE OF TAX UNPAZD X NUI~BER OF DAYS DELXNI~UENT X DAXLY XNTEREST FACTOR --Any Notice issued after the tax becomes delinquent Hill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. [f payment is made after the interest computation data shoal1 on the Notica~ additional interest must be calculated. LLJ C) Li~ L !_,.~ ) , C~; (: Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: !(E NNfrp Date of Death: I Z - Z Cf - tJ 3 Estate No.: 2 I - D LI -" 0 1 '-1/ Lv06M~Jt.. E 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 0 No g[ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 5 ~M 1? f -rN~ ~.s'lI1/.L IS fJA/ft' ot.?JJ't#l. J^-> f~L ~Jl..k 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 0 No 0 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 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: 11- /7-05 fulV-' Signature / -rJ./ 0 )1/"4 ..r .J '- Jl IV /(. ~J'I..IJ Name ~SZ-) 61lL/rL~ /Jb J'1~(lIlI)U),.sivn/") PIV /7l(jD Address M - -"- a.. ...~" . f--- C{" Q- _..~, u.?~ ~~~( LU~- ---1 <.r - -:: u:;;eL LLC 0: ~'C o~:::~ o ,/7 -' ~?7 - ) 8 0 D Telephone No. co ::::c:.. C'j :d.: u-;;> c:::"'J = ('J Capacity: o Personal Representative gCounsel for personal representative V1:- Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/15/2005 AHRENS THOMAS J ESQUIRE 5521 CARLISLE PIKE ME CHAN I CSBURG , PA 17050 RE: Estate of WOOMER KENNETH E File Number: 2004-00141 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 12/29/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ (,. GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/13/2006 AHRENS THOMAS JUDD AHRENS LAW OFFICE PC 5521 CARLISLE PIKE MECHANICSBURG, PA 17055 RE: Estate of WOOMER KENNETH E File Number: 2004-00141 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 lS due by: 12/29/2006 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. s~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) cd Cumberland County - Register Of Wills One Courthouse Square Carlislel PA 17013 Phone: (717) 240-6345 Date: 12/13/2006 DOWLING PATRICIA A NKA 126 BRISTOL ROAD CHALFONTI PA 18914 RE: Estate of WOOMER KENNETH E File Number: 2004-00141 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. 11 for decedents dying on or after July 11 19921 the personal representative or his counsell within two (2) years of the decedent's deathl shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing is due by: 12/29/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report I please disregard this notice. SincerelYI ~~~ Glenda Farner Strasba~gh Clerk of the Orphans' Court cc: File Counsel c) Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Kenneth E. Woomer Date of Death: 12/29/03 File Number: 21-04-0141 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: . . . . . . . . . . . . . . . . . . .. 0 Yes IZI No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: December, 2010 3. If the answer to No.1 is YES, state the following: a. Did the personal representative file a final account with the Court? . . . . . .. 0 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? ............................... 0 Yes 0 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 report. Date /2 _/J_c{iC;J L- Capacity: DPersonal Representative IZI Counsel Thomas J. Ahrens Name of Person Filing this Form 52 Gettysburg Pike Address Mechanicsburg, P A 17055 717-697-1800 Telephone Sf: :Zl Wd 02 ::130 9DOZ ,,' :'; , . ''.. - .!,< F:brm. Rfl(- [I) ..re€v.)~.;J3,06 J j'J~:J~~,\) I...J=i,.JC;,,) .J::;'.] J Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240 - 6345 Date: 11/28/2007 AHRENS THOMAS JUDD AHRENS LAW OFFICE PC 52 GETTYSBURG PIKE MECHANICSBURG, PA 17055 C"') c:;O . ';:.:J ,ell ~;~ , .' I"" ::J ;;-:,: N = = --.J ;.;- c.-'; '< t"V Q:) ::0 t" C") ;::::) ;8 ,'q I:::::J "C"J '::R (-) r-n () ~'~-l -0 ::J!:: RE: Estate of WOOMER KENNETH E File Number: 2004-00141 "'.;') ~j "--i (..:> .. .s:- 0') 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 lS due by: 12/29/2007 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, A ( , fl'";; ,. , ~,~..<:' " ,,' Li--, .~ " . /) !I'r "<I. i7 ,'. "...,4'1;"'4. / 0',0!Ltd.,l?"-,~:.<:.4,a ' ,A l-lvy,'/,f",,;,z,,, ,,,./c,(/,~ u., - . " /I' .' ... Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) rJ Cumberland County - Register of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/28/2007 DOWLING PATRICIA A NKA o c.:: 0 .TJ ,., :::cn "" i f1 :c; ;.A~ C") r-" ~, ~~ 'Ti .:u --1 f"-' ~ <::::> --J :;;r:: a -< N co J:.J r---, c-S o ;J;J ',J fn C-.:J 126 BRISTOL ROAD CHALFONT, PA 18914 -0 ::J: W ..r- RE: Estate of WOOMER KENNETH E File Number: 2004-00141 O'l 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 lS due by: 12/29/2007 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, 4' !J"', tat) ./' '-~,<v ~l" ,,' /} y ~ ,,I;, .' ._ ,f. - ""'~---.' _ -;-- I ,t.(~jZ((4i'. Vt.;2riI"!Ii>L)..' .,t,<.<f.?(L~~~ " , Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel d Pa. o.e. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF (-~/ nt beKLIi iVD COUNTY, PENNSYL VANIA Name of Decedent: kC/uAJGTH E. WOf) 111 c-If.. File Number: 2./ -0 C; - 0 I LI / Date of Death: Ie - 19 - 63 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: . . . . . . . . . . . . . . . . . . .. DVes J?[No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: De~Mbo;L J W) 0 3. If the answer to NO.1 is YES, state the following: a. Did the personal representative file a final account with the Court? . . . . . .. DYes DNo 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? ............................... DYes DNo 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 repOlt. Date //---30--07 S;g"","!;4,i"g ~ 7c II'r.......... ,! iJ "'! ,. . J I I" .Ld .',.1,. -"-'~O -.'(< \,Lr-'---:,r:;-J;...j! -. 'oj F.~j h) Capacity: D Personal Representative kI Counsel WOIMI4J \/ J11/~?r.JJ Name1fzson G~i;;~buK b 11 it Address M{-C/lA/1.;lC {t Ul1l, ) PII J 7tJSS 7 I 7 - C; q 7 -- ) !N Telephone L S :21 Wd ~- J30 LDOl Form RW-IO rev. 10.13.06 ~ Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND Name of Decedent: Kenneth E. Woomer Date of Death: 12-29-2003 File Number: 21-04-0141 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: December, 2012 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 report. ~... , Signature of Person Fili this Form Capacity: ~P rsonal Representative Counsel THOMAS J. AHRENS Name of Person Filing this Form t, ~~ ~-~, 52 Gettysburg Pike ='~~ ~ I , ~ -~i~1~ 1~ Address uc~ %"~~=~,;~} Mechanicsburg, PA 17055 ~~ ~ j '°~~ S~ J~~E~' l~~"7 717-697-1800 Telephone COUNTY, PENNSYLVANIA Form RW-10 rev. 10.13.06 L ~~ In Re: Estate of In the Court of Common Pleas Kenneth E. Woomer :Cumberland County, Pennsylvania Orphans' Court Division File 2104-0141 Praecipe To Enter Appeazance To the Clerk of the Orphans' Court: Kindly enter my appeazance as counsel for the Estate of Kenneth E. Woomer. My Supreme Court I.D. # is 200490. Respectfully submitted, Aazon C. Jackson, Attorney at Law 4076 Market Street, Suite 206 Camp Hill, PA 17011 (717)761-3535 nC~~_ Aazon C. Jackson PA. Reg. No. 200490 Dated: $ - ~ ' ° ~ N C~ v '~ a ~o 3 S-~ '_ ` n a ~ -`-, viT '- `--' ~'i (; lJ ~~~ ~ - ~ '~ - N v - `~ ~ V In Re: Estate of : In the Court of Common Pleas Kenneth E. Woomer :Cumberland County, Pennsylvania Orphans' Court Division File 2104-0141 Praecipe To Withdraw Appeazance To the Clerk of the Orphans' Court: Kindly withdraw my appeazance as counsel for the Estate of Kenneth E. Woomer. My Supreme Court I.D. # is 80143. Respectfully submitted, Ahrens Law Firm, P.C. 52 Gettysburg Pike Mechanicsburg, PA 17055 (717)697-1800 By / ~ ~/ v~ Thomas J. Ahrens PA. Reg. No. 80143 Dated: S - 7' O~ h i0 o O a -;~:: ~~ ~ -, -~ "x c~~-. ~- ` ~ i ~ ~ _ ~ N ; ~.i V Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/17/2009 N ° JACKSON AARON C or~ z 4076 MARKET STREET SUITE 206 ~ ~ O ~ ' ''~ - ~ „~ ~ ; .c CAMP HILL, PA 17011 ~-- ~~X _ ...1 ri:.i }., ~::7 o ~ ro r:':.-~ ~ ~ 3 _ ~ r ~ .1 ;' ~ ,~.~ dD RE: Estate of WOOMER KENNETH E File Number: 2004-00141 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, N0. 103 SUPREME COURT RULES DOCKET N0. 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: 12/29/2009 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, / iGCercc~l~~3~~cyb Glenda Farner Strasbaugh 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 Date: 11/17/2009 DOWLING PATRICIA A NKA 126 BRISTOL ROAD CHALFONT, PA 18914 o ~ `O ; ~ ~ `+ y ~"' ~ S r = C ~ ~; RE: Estate of WOOMER KENNETH E ~~~ v , r: File Number: 2004-00141 a~~i = r '` ' -, ; ~~ r ~, Dear Sir/Madam: q~ r..n ,_ , This notice is to serve as a reminder that Personal Representati the Status Report by ve under Rule 6.12 is date. due on the below l isted 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: 12/29/2009 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, Glenda Farner Strasbaugh (\ Clerk of the Orphans' Court cc: File Counsel Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Kenneth E. bloomer Date of Death: 12/29/2003 File Number: 21 - 04 - 0141 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 ^X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: December 2012 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 Orphans' Court and may be attached to this report. 12/15/?~09 Care ~ C-? c ~ , N ~ ' C.~~ "5 ~ Q- V ~~ ©~.7 ~ V ~ 7 _ ~ _J ~ ,~ e ~' ~ c te.! 0 -L t_t_t ~~ ~~' U ~ Form RW-10 Rev. rata-zoos Signature o1 Person Filing this Form / I Capacity: ^ Personal Representative ® Counsel Aaron C. Jackson Esq. Name o/Person Fr7ing this Form 4076 Market Street, Suite 206 Address Camp Hill, PA 17011 City, State, Zip 717861-3535 Telephone Copyright (c) 2006 form software only The Lackner Group, Inc __ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 ~~~'r)~;"~~~,~rt,;, !._~. J taro Gov ~ 7 are ~= 02 t~RP!-fAl~j'g Cp~IRfi Date : 11 / 16 / 2 010 CUb16FFiI.A(~-D CCU • '',PA JACKSON AARON C 4076 MARKET STREET SUITE 206 CAMP HILL, PA 17011 RE: Estate of WOOMER KENNETH E File Number: 2004-00141 Dear Sir/Madam: This notice is to serve as a reminder that the Status R'~port by Personal Representative under Rule 6.12 is due on the blow listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT R~TL'ES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying o~',or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the ~tegister of Wills a Status Report of completed or uncompleted admin~.s'tration. This filing is due by: 12/29/2010 Please feel free to contact this office with any questibn~s you may have. If you have already filed your Status Report, phase disregard this notice. Sincerely, cc: File Personal Representative(s) Glenda Farner St~a~baug Clerk of the OrpYia~s' Cou t Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 ~IL'~~1~ i ~1~ 1./V r Y 1~ ~ '.i 201D NO11 t' 7 AM 9~ 0' Date: 11/16/2010 DOWLING PATRICIA A NKA 126 BRISTOL ROAD CHALFONT, PA 18914 RE: Estate of WOOMER KENNETH E File Number: 2004-00141 Dear Sir/Madam flK 0~ OR 'S COURT CU1~4R~RlD CO., PA This notice is to serve as a reminder that the Status Reeport by Personal Representative under Rule 6.12 is due on the blow listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT R~TI~ES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying o$~ 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: 12/29/2010 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, L~~~ Glenda Farner St~ha~ba Clerk of the Orphans' Court cc: File Counsel Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 nrn r~ Phone : (717 ) 2 4 0 - 6 3 4 5 r `,!l~ ~~ (~ !~~! `=r~ ncul~r~~~ u, '~iz~ t;c 2oio Maly x 7 aM ~: o BPS COURT CUMBE~D C©., PA Date: 11/16/2010 DOWLING PATRICIA W RE: Estate of WOOMER KENNETH E File Number: 2004-00141 Dear Sir/Madam: This notice is to serve as a reminder that the Status R'~port by Personal Representative under Rule 6.12 is due on the blow listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying o~.'or after July 1, 1992, the personal representative or his counseh,' within two (2) years of the decedent's death, shall file with the ~te'igister of Wills a Status Report of completed or uncompleted admin'~stration. This filing is due by: 12/29/2010 Please feel free to contact this office with any questi~n~s you may have. If you have already filed your Status Report, pl~a~se disregard this notice. Sincerely, ~~ Glenda Farner Stx~a baug Clerk of the OrpYa~s' Court cc: File Counsel i r __ X !7. ~.5~.,•. .L~~ii~ C7.S.~ v•1~':3~ ~:.~i A4w.l ~.i~ ~1 F.ECI~TEr, c;F ~~v' LS G COU:QTY, P~._';~~SYL~'_~ts?, 1~3111e Gi DeCedt2nt: ~~ Date o; D°ath: ~~ File i`iur::be~-:~~'" DOf `~'7 ' /'~ G ~ ~ii jiiiiit iv aD c. n,~, D. 1, h 1')r T .-~.. ~,t tr'.e fi~11.~~cn r.C t,: rin 7_C7~at,.. f1 P.(;7T.~ ~?`iO_1 f?1 tli° ~ ~' ~ t., t1 ~ r v ..~:,., v.... . p,;,. .~ ~ ~ c.jwl.i?7,~Ci"3 Ol. Oi t17e abOVe-CapilGl7e~ estate: i 1. State whether adriiinrstrat7on of the estate is complete :.................... ~]~I'es ~ ,~ 2. If the answeris V'o, state when the personal representative r sonably L-elieves t ;at the adrrinis anon tivill b complet.: ,CD - - - ' C 3. If the ai7swer to 1~'0.. l is YES, state ti7~ follo«!in?: a. Did the personal representative file a fnab~acceunt wi h the Court? ... ... ;Yes ~No b. The separate Orphans' Court No. ;if any) for the persor71 represe7ltative's account is: c. Did the personal representative stag an account informally to the parties in i7?terest? .:............................. .!~ ;'es []~io d. Copies of receipts, releases, joinders and approvals of fon7721 or informal acgou~lts n7ay be filed with the Clerlc of tL~ Orpha;7s' Count arld may be atrached to this report Dnre !! 11. ~, w G.~ ~~ ~'= N ~ G C' ~'~ p„ © C. 7 N w~``~ C ";~ 0 LT3 t~ _: i_~ o „~> rz`. ~ N $i~nCf:+re Gf f G•:On f:in:~ fiat FOrm ~ Ca};a 'y: ~ ersoral .epresentative ;[~ i Cour,sc] . w t~'m a ojPzr•soff Filir; f@:r rurm .;dth~ s ~L , ~ 7e1z;.5onr _ ~~ ~~~~/ ~, -- _ _ __ _ _r Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 _, _ Date: 12/01/2011 - - .._ _. JACKSON AARON C _ 4076 MARKET STREET SUITE 206 CAMP HILL, PA 17011 ~" ':~ RE: Estate of WOOMER KENNETH E File Number: 2004-00141 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 N0. 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: 12/29/2011 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, ,f Glenda Farner Strasbaug~' 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 _. -• _. ;.-, __. Date : 12 O1 2 O l l '~_ ~~: ._ - -, DOWLING PATRICIA A NKA ', 126 BRISTOL ROAD -,. l CHALFONT, PA 18914 RE: Estate of WOOMER KENNETH E File Number: 2004-00141 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, N0. 103 SUPREME COURT RULES DOCKET N0. 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: 12/29/2011 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, s ..~- .~ ,.r'-y'' - Glenda Farner Strasbaug~-~~' Clerk of the Orphans' Court cc: File Counsel Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF C(~(M ~~~~~ COUNTY, PENNSYLVANIA Name of Dec Date of Death: ~ File Number: ~ ~~ 7 ~C~ ~ ~ / 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: ~D~~ 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 maybe filed with the Clerk of the Orphans' Court and may attached to this report. Date f ~ I Gv!/ ~gnature of Person Filing t is rm ~:. `~~ Capacity: ^Personal epresentative ,Counsel c.1s _- '_~ F-- Q_ ~' _ --_ rx~ ~~ ~5 - - - Name of Person Filing th's Fo n `.-'- // Tu c U CV . ~ ~ N~' ~ Address ~~~ ) ~~ _ - Ot;: c ~-= 1- i 1/`C ~_ ~ Telephone <~' ~ a~~/ lea f~ Form RW-/0 rev. /0.13.06 Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF COUNTY, PENNSYLVANIA Name of Decedent: ~-Q/) ~ W Date of Death: ~ a File Number: ~~ ~- f'-- fir, / L} / 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: ~~13 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 maybe filed with the Clerk of the Orphans' Court and ma attached to this report. Drtte ~~ ' Signature of Person F g this Form Ca p acity: ^Personal Re resentative . ]Counsel / ~ rT~ ~ n ~ ~ ,--, Q G p C/3 ~"i ~ Q Name of P~eirson Filing this Form e.;; ~±.. ;:: l~! I.a.. c~.~ ~ ~. L:_. ~~ G.~ C..) C.> G7 ~ ~ A~ess f~1 r~ S ~ ~„ ~; a 4,~..t ls rn --i taJ ~ J ' Q ~~ ~Vt2 ~ ~ 4 ~~ .. C, F-w ~ ~_ . ~ J ~ V ~ W CL m Tele one ~ ~ Cl ~ ~ W ~ ~+ •':.1 `,J ~' Form RW-/0 rev. /0. i3.0G • PA O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF COUNTY, PENNSYLVANIA Name of Dec endent: -e / Date of Death: (7---( MI 1773 File Number: 20N - O ! �I_ 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 4No 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 account may be filed with the Clerk of the Orphans' Co/ and may be attached to this report. Date (-3 (f 'I,� //�� Signature of Person ing this Form LA- v----4 Capacity: Personal Representative _Counsel F= C % F= C-) v Name of Person Filing this Fo m C.^, k.... Nef ^ :Z. 1(A, .....' -,.....4.,.-14.„-, P- c:� r. '- cam! w co ..„ Li Addrgss ata �JV Lo p m c 1 Telephone --7 I-4-