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Home My WebLink About04-0216PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of Robert Allen Garretson No. also known as To: Social Security No. 19 9- 3 2-19 4 8 Register of Wills for the Deceased. County of Cumberland. in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, appi J_es for letters of administration on the estate of (d.b.n.; pendente lite; durante absentia; durante minoritate) the above decedent. Decendent was domiciled at death in Cumberland County, Pennsylvania, with h is last family or principal residence at 828 Alexander Spring Road, Carl~.qla . Dickinson Township, Cumberland Countstl,i~o~i~[~efi~d municipality) Decendent, then 57 years of age, died January 10,2004 , I9 , Decendent at death owned property with estimated values as folllows: (If domiciled in Pa.) All personal property $ ~-t~ t~, ~o~. °~° (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania . $ 1 ~0~ e~ ~,~. ~ situated as follows: ff~t_~, C-~-~;~le_ [~o.c~.1~;i~~ ~--~_ Petitioner after a proper search ha the following spouse (if any) and heirs: Name ascertained that decedent left no will and was survived by Relationship Patricia A. Garretson wife Grace S. Garretson mother Cameron R. Garretson father Residence Carli~lo PA 17013 945 Carlisle Road Biglerville, PA 945 Carlisle Road Biglerville, PA THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the appropriate form to the undersigned. Pmtrqr~n A r_-erretson Cmrli.~lo; p9 17013 ._~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or aff~j~rmed and subscribed before me this ~-,_~/Cc,(-~ day of ~ / '- x Register SS ( ~ cCD No. Estate of Robert Allen Garretson ,Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW ~~'_ ~ ~ ~,~in consideration of the petition on the reverse side hereof/~at~ctory proof havipg been presented before me, IT IS .DECREED that is/are entitled to Letters of Admi~stration, and in accord with such finding, Letters of Administration are hereby granted to ~~/~/~ in the estate of ,~e~ ~//~ FEES Letters of Administration ..... Short Certificates( ) .......... $ tiation ................ $ $ t TOTAL _ _ Filed ~.~ ......... A.D. Susan J. Hartman ATTORNEY(Sup. Ct.I.D. No.) 65184 11rvine Row, Carlisle, PA ADDRESS 717-249-7780 PHONE 105.112 REV, 8/88 (FEE FOR THIS CERTIFICATE $2.00) WARNING: IT IS ILLEGAL TO ALTER THIS COPY OR TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF HEALTH VITAL RECORDS LOCAL REGISTRAR'S CERTIFICATION OF DEATH T 5532541 January 13, 2004 Date of Issue of This Certification Name of Decedent Robert Garretson Male Sex. Date of Birth Place of Death First 199-32-1948 Social Security No. 5-2-1946 Birthplace Clover Rmn Ri~ad, Clearfield County, Last Date of Death Gettysburg, Pennsylvania Bell Township January 10, 2004 Pennsylvania Facility Name County City, Borough or Township White General Manager Race Occupation Armed Forces? (Yes or No) Married Decedent's 828 Alexander Spring Road, Carlisle, PA 17013 Marital Status Mailing Address Number Street City or Town David Garretson M. Lee Dugan Informant . Funeral Director Name and Address of Dugan Funeral Home, Inc., Bendersville, PA 17306 Funeral Establishment Yes State Part h Part I1: Immediate Cause Hyt~thermia. (a) Disorientation. (b) Diabetic complications. (c) (d) Other Significant Conditions Interval Between Onset and Death 20 minutes Manner of Death Natural [] Homicide [] Accident I~ Pending Investigation [] Suicide .('-I Could not be Determined [] Describe how injury occurred: ~ went outside and fell and lost his insulin pump.. Tem.n w~q-3 Name and Title of Certfier Address John M. Bakaysa, Dept. Coroner Box I 1, Mahaffey, PA 15757 (M.D., D.O., Coroner, M.E.) This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The/,e~iginal certificate will be forwarded to the State Vital Records Office for permanent fili~?g.: ./~/ // / /") ~ o,.o,o January 13, 2004 124 Rice Avenue, Big~rville, PA 17307 Date Received by Local Registrar Street Address City, Borough, Township COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ,..,DREAD OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-O601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003781 HARTMAN SUSAN J 1 IRVINE ROW CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 199-32-1948 FILE NUMBER: 2104-021 6 DECEDENT NAME: GARRETSON ROBERT ALLEN DATE OF PAYMENT: 04/07/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUM BERLAN D DATE OF DEATH: 01 /10/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $6,300.00 TOTAL AMOUNT PAID: $6,300.00 ~REMARKS: 'SEAL PATRICIA A GARRETSON CHECK# 4076 INITIALS: AC RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Robert Allen Garretson Name of Decedent: Date of Death: Will No. January 10, 2004 Admin. No. 21-04-0216 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court .~ules was served on or mailed to the following beneficiaries of the above-captioned estate on April 30, 2004 : Name Address Patricia A. Garretson 828 Alexander Spring Road, Carlisle, PA Grace S. Garretson 945 Carlisle Road, Biglerville, PA Cameron R. Garretson 945 Carlisle, Road, Biglerville, PA Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none Date /~ignature ~ / Name Susan J. Hartman, Esq. Address 1 Irvine Row, Carlisle, PA Telephone(717) 249-7780 Capacity:__ Personal Representative x Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-O601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11-96) NO. CD 004194 HARTMAN SUSAN J 1 IRVINE ROW CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 199-32-1948 FILE NUMBER: 2104-0216 DECEDENT NAME: GARRETSON ROBERT ALLEN DATE OF PAYMENT: 07/23/2004 POSTMARK DATE: 07/23/2004 COUNTY: CUM BERLAN D DATE OF DEATH: 01 / 10/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 9942.50 TOTAL AMOUNT PAID: 9942.50 REMARKS: SEAL CHECK# 4144 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 2 1 -0 4 0 2 1 6 DECEDENT'S NAME (LAST, FIRST, AND MIODt. E INITIAl SOCIAL SECURITY NUMBER I-- Z Garretson, RobertAIlen 1 9 9- 3 2- 1 9 4 8 ~'J DATE OF ~TH (MM-DD-Ye~) DATE OF BIRTH (MM-OD-Year) ~ THIS RETURN MUST BE FILED IN DUPLICATE INITH THE IM REGISTER OF WILLS O 01/10/2004 05/02/1946 III (IF APPLICABLE) SURWVING SPOUSE'S NAME {LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Garretson, PatdciaA. 0 6 8- 4 4- 5 2 8 0 ~u [] 1,OitginalRetam [] 2. SupplernentaIRetum [] 3. RemainderRetum (daeof(lea~p~io~=12*13~21 '<~ wa.=e:~: [] 4. Limited Estate [] 4a. FutorelnterestComprom[se(~ata~'deaha~12-12~2) [] 5. Fedem~EstateTaxReturnReduired ~[m=:e:'J [] 6. DeosdentDlddTestale{Asachcopy~V~ [] 7. DecedentMaintainedaLivingTrost(Asachco~yofm~t) __0 8. TotalNumberofSafeDepesitBoxes [] 9. Li~gaiton Proceeds Received [] 10. Spousal Poverly Credit (dm ofdea~ bawsen 12-31-91 and 1-1-gs) [] 11. Election to tax under Sec. 9113(A)(^=ch Sch O) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: COMPLETE MAILING ADDRESS Duncan, Hartman & Douglas Z 0 NAME Susan J. Hartman, Esquire F~RM NAME 0fAp~icable) Duncan, Hartman & Dou,qlas TELEPHONE NUMBER ~ {717) 249-7780 One Irvine Row Carlisle, PA 17013 1. Real Estale (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partaemblp or Sots-Proprfetorship (3) 4. Modgages & Notes R~ceiveble (Schedule D) (4) 5. Cash, Bank Deposits & Mbosllaneous Pemonal PropeAy (5) (Schedule E) 6. Jointly Owned Pmberly (Schedule F) (6) [] Separate Billing Requested 7. Inter-Vivos Transfers & Misceltaneous Non-Pmbale Properly (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Fuosfal Expenses & Adminislraitve Costs (Schedule H) (9) 10. Debts of Decedent, Mol~gage Liabili~es, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11 ) 13. Cha~tabta and Govemmental BeduestdSec 9113 Trusts for which an election to tax has not been mode (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 108~950.00 I 2s9 oo/ 4r~O-O0 OFFIC~,L USE ONLY 372r601.00 20~231.82 408.30 (11) 201640.12 (12) (13) 3511960.88 (14) 351,960.88 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amcunt of Line 14 taxable at the spousal tax rata, or transfers under Sec. 9116 (a){1.2) 16. Amount of Line 14 taxable at lineal rata 17. Amount of Line 14 ta~ble at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 190,944.44 x 0.00 (15) 160,944.44 x .045 (16) X .12 (17) X .15 (18) 119~ 7~242.50 7,242.50 Decedent's Complete Address: STREET ADDRESS 828 Alexander Springs Road Carlisle I STATE PA 17013 Tax Payments and Credits: 1. Tax Due (Page I Line 19) 2. Credits/Paymonts A. Spousal Poverty Credit B. Prior Payments C. Discount 6.300.00 3. Interesf/Penalty if applicable D, Interest E. Penalty (1) Total Credits (A + B +C) (2) Total InteresfJPenalty ( D + E ) (3) 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 (4) If Une 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) Make Check Payable to: EEGISTEE OF W/L/S, AGEN)" 71242.50 6~300.00 0.00 942.50 942.50 PLEASE ANSWER THE FOLLOWING QUESTIONS BY Pl..ACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... [] [] b. retain the right to designate who shall use the pmpe~ transferred or its income; ........................................ [] [] c. retain a mversiDDary intemsf; or ...................................................................................................... [] [] d. receive the pmmise for life of either payments, beneflts or cam? ............................................................. [] [] 2. If death occurred after December 12, 1982, did decedent transfer properly ~thin one year of death without receiving adequate consideration?. .............................................................................................. [] [] 3. Did decedent own an "in trust for' or payable upon death bank account or secudty at his or her death? ................. [] [] 4. Did decedont own an Individual Retirement Accoont, annuity, or other non-prebate properly 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. ADDRESS Patricia A. Garretson, Administratrix 828 Alexander Springs Road, Carlisle, SIGNATURE OF PREP.,ARER OTHER THAN REPRE,~ENTATIVE ADDRESS /S~san J. Hartr~, E~quire, Duncan, Hartman & Douglas One Irvine Row, Carlisle, PA 17013 DATE Pa 17013 For dates of death on or after Jury 1, f 994 and be[ore 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 co or after Jury 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)(f .2)]. COMMONWEALTH OF PENNSYLVANIA INHERITANC~ TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Garretson. Robert Allen 21 04 021§ All real property owned solely or as a tenant in common must be reporfad at fair market value. Fair market value is defined as the p~ce ut which proper[y would be exchanged belween a willing buyer and a willing seller, neither being compelbd th buy or sell, beth having reasonable knowledge of the relevent facis. Real pmpert7 which is jointly.owned with right of sun~ivomhiF must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION Tax Parcel 29, F06-0036 A~000 Menallen Township, Adams County Tax Parcel 22, H03-0013-000 Huntington Township, Adams County TOTAL (Also enter on line 1. Recaoitulation/ VALUE AT DATE OF DEATH 94,592.00 14,358.00 C~LTH OF PENNSYLVANIA INHEPJTANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS&BONDS ESTATE OF Garretson. Robert Allen All pmbelly jointly-ownud with right of surelvomhip must be disclosed on Schedulu F. FILE NUMBER 21 04 0216 ITEM NUMBER DESCRIPTION 120 shams of ACNB @ $27,10 per share. 1,841 shares of Lane Enterprises, Inc. @ 139.00 per share. TOTAL (Also enter on line 2, Recapitul~lon) VALUE AT DATE OF DEATH 3,252.00 255,899.00 259,151.00 COMMON~.ALTH OF PENNSYLVANIA INHERrTANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS,& MISC. PERSONALPROPERTY ESTATE OF Garretson. Robert Allen Inducle the FILE NUMBER 21 04 ~roceeds of li'dgalfon and tt~ date the Ixoceeds were received by the estate. All property jointly-owned with the right of sundvomhi ITEM NUMBER DESCRIPTION 1. 1972 Oldsmobile 0216 must be disclosed on Schedule F, TOTAL (Also enter on line 5, Recapitulation) VALUE AT DATE OF DEATH 4,500.00 4,500.00 COUMONWF~LTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBATE PROPERTY ESTATE OF FILE NUMBER G~lrretson. Robert Allen ;~1 04 O21{i This schedule must be completed and filed if the answer to any of quesifons I through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY % OF ITEM INCLUDE TF'E NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO O~CEOENT ANO 7HE DATE OF T~$~ DATE OF DEATH DECD'S EXCLUSION TAXABLE VALU NUMBER ATTACH A COPY OF THE D~ED EOn FF~L ESTATE VALUE OF ASSET INTEREST (IF AF~.IC~.BLE) 1. Lane's Retirement Savings and Pension Plan 134,397.33 100. 134,397.33 0.0~ "INFORMATION ONLY" 2. Waypoint Bank retirement acct no. 1100008204 10,948.30 100. 10,948.30 0.0, "INFORMATION ONLY" TOTAL (Also enter on line 7. Recaoitu[ation~ S n nr COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Garretson. Robert Allen Debts of decedent must be repoded on Schedule I. FILE NUMBER 21 04 0216 ITEM NUMBER 8. 9. DESCRIPTION FUNERALEXPENSES: Dugan Funeral Home, Inc. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Pemeaal Representative (s) Social Secud~/Number(s) / EIN Number of Pemenal Representa~e(s) Sffeat Address C~'/ State Year(s) Commission Paid: AtlomeyFees Duncan, Hartman & Dougals Family Exemp~n: (If deeadent's address is not the same as claimani's, attach explanation) C~aimant Patricia A. Garretson Zip SlreetAddreas 828 Alexander Spring Road C~y Carlisle Rerafionship of Craimant to Decedent spouse Pmbate Fees Aceauntani's Fees Tax Retum Pmpam(s Fees Cohick & Associates Cumberland Law Journal, advertise Letters The News-Chronicle Co., advertise Letters Short Certificates. Recorder of Deeds, Adams County. Seaboard Surety. S~te PA zip 17103 TOTAL (Also enter on line 9, Recapitulation) AMOUNT 7,345.00 8,750.00 3,500.00 324.00 60.00 75.00 69.50 6.00 80.00 22.32 20~231.82 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES~ & LIENS ESTATE OF Garretson. Robert Allen Include unreimbumed medical expenses. FILE NUMBER ~1 04 0216 ITEM NUMBER DESCRIPTION AMOUNT 1. Mary Lou Shultz, tax collector. 358.64 George E. Miller, tax collector. TOTAL (Also enter OR line 10, Recapitulation) $ 49.66 408.30 (if more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF GaITetso . Robed Allen NUMBER ]. 1. 2. 3. U. 1. 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outfight spousal distributions, and transfers under Sec. 9116 (a) (t.2)] Patricia A. Garretson 828 Alexander Spring Road Carlisle, PA 17013 Grace S.Garretson 945 Carlisle Road Biglerville, PA Cameron R. Garretson 945 Carlisle Road Biglerville, PA FILE NUMBER 21 04 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Spouse Mother Father 0216 AMOUNTORSHARE OF ESTATE $30,000.00 plus 1/2 Residue 1/4Residue 1/4Residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ Lane Enterprises, Inc. 3905 Hartzdale Drive Suite 514 Camp Hill, PA 17011 717 · 761 · 8175 Fax 717 · 761 · 5055 May14,2004 Dear Stockholder, On Wednesday May 12, 2004 Lane Enterprises, Inc. Board of Directors approved Capital Analysts, inc. stock valuation of $139.00/share as of December 31, 2003. This valuation will be used for 2004 individual stock transactions. D. N. GallalCfer ',,,J Secretary/Treasurer LANE Metal Product~ Division * LAN~ Plastic Pipe Division · LANE Fabricators Division · LANE Technical Coatings Division wau Ln LOOK FOR US. WE'LL GET YOU THERE. 5/11/2004 DUNCAN, HARTMAN & DOUGLAS PC I IRVINE ROW CARLISLE PA 17013 The information which you requested on the account(s) of ROBERT A GARRETSON (Social Security Number 199-32-1948) is/are as follows: Account Number 1100008204 Class of Account RETIREMENT Date Opened 101583 Principal Balance 10945.23 Accrued Interest 3.07 Balance at Date of 10948.30 Death Account Ownership SOLE Name of Joint Owner, if any Date Ownership 101583 Was Established Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Additional Information Requested Sincerely. , SENIOR SERVICES REP. P.O. Box 171 I, HARRISBURG. PENNSYLVANIA 17105-1711 Toll Fete 1-866-WAYPOINT (I-866-97~9-7646) · IN YORK AREA 717/815-4500 · WWW,wagpointbank.com LANE STOCK Total Shams Certificate # Shams 97 11 132 154 169 124 172 124 179 301 196 124 213 274 248 246 288 149 310 100 339 143 374 91 1,841 Value as of 12/3112002 $131.00 Value will be determined as of 12/31103 and you will be notified early May 2004. I will contact you for closing. Savings/Pension Plan as of 9~30~03 / Sham = $241,171.00 BU~(EkU OI~ TNDTVTDUAL TAXES TNI;ERZTANCE TAX DTVTSTON DEPT, 180601 HARRXSI~URG, PA 17118-0601 COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX RE¥-1547 EX AFP SUSAN J H~AI~THAN ESQ DUNCAN HAR~NAN ETAL ONE CARLISLE ~ PA 17013 CUT ALONG THIS LINE DATE 09-27-200~ ESTATE OF GARRETSON DATE OF DEATH 01-10-ZOOq FILE NUNBER 21 0~-0216 COUNTY CUHBERLAND ACN 101 I Amoun~ Rami~ed ROBERT HAKE CHECK PAYABLE AND RENZT PAYHENT TO: REGISTER OF WILLS CUNBERLAND CO COURT HOUSE CARLISLE, PA 17013 RETAIN LOWER PORTION FOR YOUR RECORDS ~ A DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF GARRETSON ROBERT AFZLE NO. 21 0~-0116 ACH 101 DATE 09-27-200~ TAX RETURN NAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOT[CE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRA'rSED VALUE OF RETURN EASED ON: ORIGINAL RETURN 1. Real Es~e~e (Schedule A) 2. S~ocks and Bonds (Schedule B) $. Closely Held S~ock/Per~nershAp /n~eres~ (Schedule C) q. Hor~cgages/No~ces ReceAvable (Schedule D) $. Cash/Bank DeposA~s/HAsc. Personal Proper~y (Schedule E) 6. Jointly Owned Proper~y (Schedule F) 7. Transfers (Schedule G) 8. To,al Asse~s APPROVED DEDUCTIONS AND EXENPTZONS: 9 Funeral Expenses/Ada. Cos~s/NAsc. Expenses (Schedule H) 10 Deb~s/Hor~gege Liebili~Aes/LAans (Schedule I) 11 To~al Deductions 12 Ne'l: Value of Tax Re~urn (1) (2) (3) (4) (6) (7) 108z950.00 259z15! O0 §0 O0 ~z500.O0 O0 O0 (8) 20,231.8Z (9) (10) ~08.30 NOTE: To insure proper credA~ ~o your account, subeA~ ~he upper por~on of ~hAs form wASh your ~ax payment. 13 NOTE: 372,601.00 (11) 2o .~.n. ]2 (12) 351,960.88 .00 351,960.88 CharA~cable/Governmen:~al Bequests; Non-elected 9113 Trusts (Schedule J) (13) Ne"l: Value of Es~a~:e SubSec~ ~o Tax (14) If an assessment ~as issued previously, lines 14, 15 and/or 16, 17, reflect figures that include the total of ALL returns assessed to date. 18 and 19 #ill (15). 190,980.o,~ x O0 = .00 (16). 160,980.~ x 0~,5= 7,2~.12 (17) . O0 x 12 = . O0 (16) .00 x 15 = .00 (1~)= 7,2~. 12 ANOUNT PAID ASSESSNENT OF TAX.' 15. Amoun'~ of LAne 14 a~ Spousal ra~e 16. Amoun~ of LAne 14 ~axable a~ Lineal/Class A ra~e 17. Amoun~ of Line 14 a~ SAblAng ra~e 18. Amoun~ of Line 14 ~axable a~ Collar:Brai/Class B ra~:e 19. Princl >al Tax Due TAX CREDITS PAYNENT RECEIPT DTSCOUNT (+) DATE NUHBER INTEREST/PEN PAID (-) 0~-07-200~ CD003781 331.58 07-23-200~ CDO0~19~ .00 IF PAID AFTER DATE XND/CATED, SEE REVERSE FOR CALCULATION OF ADD/TZONAL INTEREST. 6,300.00 9R2.50 TOTAL TAX CREDIT I 7,57~.08 ]~ALANCE OF TAX DUEl 329.96CR ]:NTEREST AND PEN. .00 TOTAL DUE 329.96CR ( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT TS REDUIRED. ,~//(~- TF TOTAL DUE TS REFLECTED AS A "CRED]~T" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) RESERVATION: PURPOSE OF NOTICE: PAYNENT: REFUND [CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 12, 19B2 -- if any future interest tn the estate is transferred in possession or enjoyment to Class D (collateral) beneficiaries of the decedent after the expiration of any estate for 1ifa or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class D [collateral) rate on any such futura interest. To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (72 P.S. Section 91q0). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Make check or money order payable to: REGISTER OF RILLS, AGENT A refund of e tax credit, which wes not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" [REV-1315). Applications are available at the Office of the Register of #ills, any of the Z$ Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-36Z-2050~ services for taxpayers with special hearing and / or speaking needs: 1-800-q47-30ZO iTT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance cf 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. [BIO[l, Harrisburg, PA 171lB-lO[i, 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. Z8060I, Harrisburg, PA I71Z8-060! Phone (7[7) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return far a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. Zf any tax due is paid within three (3) calendar months after the decedent's death, a five percent (DX) discount of the tax paid is allowed. 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 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 bean assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and Dna (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z 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, 198Z 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 2004 ara: Interest Dally Interest Daily Interest Year Rate Factor Year Rate Factor ~ lOX .O005qB ~'~&-1991 11X .000301 1983 16X .000q38 199Z 9Z .000Z47 19Bq 11Z .00030! 1993-199~ 7X .000192 1985 13X .000356 1995-1998 9~ .O00Zq7 1986 lOX .00027~ 1999 7Z .O00[ez 1987 lOX .OOOZ7q ZOOD 7Z .00019Z --Interest is calculated as follows: /NTEREST = BALANCE OF TAX UNPAID Daily Year Rate Factor ~'~ 9X .0002q7 ZOOZ 6Z .00016q 2003 5Z .000137 200q ~Z .000110 X NUNBER OF DAYS DELXNQUENT X DALLY TNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen [15} days beyond the date of the assessment. [f payment is made after the interest computation date shown an the Notice, additional interest must ba calculated. INHERITANCE TAX EXPLANATION COMMONVVEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURGI PA 17128-0601 DECEDEN'FS NAME FILE NUMBER Garretson, Robert A. 2104-0216 REVIEWED BY ACN Daniel Heck 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES The value of the estate has been adjusted as the result of the correction of an error in arithmetic. Row Page 1 BUREAU OF TNDTVTDUAL TAXES THHERTTANCE TAX DTVTSTnN DEPT. HARR/SDURG., PA 17128-0601 CONNONNEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE ZNHERZTAHCE TAX STATEHENT OF ACCOUNT SUSAN J HARTHAN ESQ DUNCAN HARTNAN ETAL ONE IRVINE ROW CARLISLE PA 17015 DATE 10-25-Z00~, ESTATE OF GARRETSON ROBERT DATE OF DEATH 01-10-200~ FZLE NUMBER 21 0~-0216 COUNTY CUHBERLAND ACN 10 'r.-:~ ~ . RAKE CHECK PAYABLE AND R£.....H, TT PAYNENT TO: REGISTER OF NILLS CUHBERLAND CO COURT HbUSE CARLISLE, PA 1701:5 .~,~ NOTE: To insure proper credit to your account, submit the upper portion of this form wz~ your tax payment. CUT ALONG THZS L'rNE ~'* RETAZN LONER PORTZON FOR YOUR RECORDS REV-1607 EX AFP (01-03) ~#~ ZNHER/TANCE TAX STATENENT OF ACCOUNT ESTATE OF GARRETSON ROBERT A FZLE NO. 21 0q-0216 ACN 101 DATE 10-25-200~, TH/S STATENENT 'rs PROV'rDED TO ADV/SE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAHED ESTATE. SHO#N BELOI./ TS A SUHNARY OF THE pRINCIpAL TAX DUE, APPL'rCAT/ON OF ALL PAYNENTS, THE CURRENT BALANCE, AND, 'rF APPL/CABLE, A PROdECTED /NTEREST FIGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 09-ZO-ZOOR PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYHENTS (TAX CREDITS): PAYHENT RECEIPT DISCOUNT (+) DATE NUHBER INTEREST/PEN PAID (-) AHOUNT PAID 331.58 O~-07-ZO0~ 07-2:5-200~ 10-05-Z00~ CD00:5781 CDO0~19~ REFUND .00 .00 6,300.00 9~2.50 :529.96- ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADD/T'rONAL INTEREST. ( 'rF TOTAL DUE 'rS LESS THAN $1, NO PAYNENT 'rS REQU'rRED. 'rF TOTAL DUE 'rS REFLECTED AS A "CRED'rT" (CR), TOTAL TAX CREDIT 7 ,Z~. 12 .00 BALANCE OF TAX DUE INTEREST AND PEN. .00 TOTAL DUE .00 YOU HAY BE DUE A REFUND. SEE REVERSE S'rDE OF TH'rS FORH FOR /NSTRUCT'rONS. } PAYNENT: Detach tho 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: REGISTER OF HILLS, AGENT. -- [f NON-RESIDENT DECEDENT make check or money order payable to: COHHON#EALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, ehich was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1513). Applications are available at the Office of the Register of Hills) any of the ZS Revenue District Offices or from the Department's Z4-hour ansmering service for forms ordering: 1-BO0-362-ZO50; services for taxpayers eith special hearing and / or speaking needs: 1-800-447-3020 (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 Review Unit, Dept. 280601) Harrisburg) PA 17128-0601, phone [717) 787-6505. DISCOUNT: If any tax due is paid within three [3) calendar months after the decedant's death, a five percent [523 discount of the tax paid is allowed. PENALTY: The IBZ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 16, 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 (1) day from the date of death, to the date of payment. Taxes which became delinquent before January l, 1982 bear interest at the rate of six (62) percent per annum calculated at a daily rate of .OOO16q. AIZ taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary free calendar year to calendar year with that rate announced by the PA Department of Revenue. Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year 1982 ZOZ .OOO54B 1988-1991 112 .000301 2001 1983 16Z .O00q3B 1992 92 .0002~7 ZOOZ 198~ 112 .000301 1993-1994 7Z .000192 ZOO3 1985 13Z .000356 1995-1998 92 .000247 2004 1986 1aZ .OOOZ7~ 1999 7Z .000192 1987 9Z .000Z47 ZOOO 82 .000219 The applicable interest rates for 1982 through 200~ are: Interest Daily Rate Factor 92 .000247 62 .000164 SZ .000137 qZ .000110 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DA]2L¥ INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen [15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must ba calculated. CU-' S"-:, i./-- '. (~: , E7~).r,.~ ~._~.V~.; ~~~ ~ ","".-"': _,,,-__,. _.,~....r~n_ _A'n_____~....-..,i1---,.3 "'_~~~-- K\CbJt~I.'tJL UJL '1/'0/ UJ1~ llJ,iJ( 10UJlUIUItJi.ll.::.UlJlU vV.....JLlLil.j" STATUS REPORT UNDER RULE 6.12 Name of Decedent: Robert Allen Garretson Date of Death: 1/10/04 Estate No.: 21-2004-00216 . Pursuant to Rule 6.12 ofthe 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 GU 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. 1 is Yes, state the following: a. Did the personal representative file a fmal account with the Court? Yes 0 No QU 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 Ga 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. 1 // Date: 12/8/05 /' 'Signature "!" C\.J Susan J. Hartman Name ~ " - - 0;:" "'.~ '- co I 1 Irvine Row, Carlisle, PA Address 17013 717-249-7780 f]; Telephone No, ('~~'J Capacity: 0 Personal Representative ~ Counsel for personal representative V1; Cumberland County - Register Of wills One Courthouse Square , Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/06/2005 HAR TMAN SUSAN J 1 IRVINE ROW CARLISLE, PA 17013 RE: Estate of GARRETSON ROBERT ALLEN File Number: 2004-00216 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: 1/10/2006 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~'~~ .~ /,/., i ~. 't J-~""'~ GLEN::'"F:::";~PJ\SBAU REGISTER OF WILLS cc: File Personal Representative(s) Judge ~~