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HomeMy WebLinkAbout03-0774. PETITION FOR PROBATE and GRANT OF LETTERS Estate of also known as Wiima A. Hershey .cial Security No. 193-12-15652 The petition of the undersigned respectfully represents that: No. 21-03- '7 '7 q To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania Your petitioner(s), who is/are 18 years of age or older and the executors named in the last will of the above decedent, dated January 16, 1997 and codicil(s) dated N/A (state relevenat circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland the Decedent's last family or principal residence at 130 Meadowbrook Road (North Middleton Township) Carlisle~ PA 17013 (list street, number and municipality) Decedent, then 79 years of age, died at Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted County, Pennsylvania, with September 5~ 2003 after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: No Exceptions. Elmer F. Hershey died 8/2/97. Michelle L. Yinger is now by marriage Michelle L. Boose 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 situated as follows: 130 Meadowbrook Road North Middleton Township $ 25.00 $ 25~000.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters Testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) thereon. ~,~ . l(/Iic-he~e L-~ B~0se 35 Water Street Walnut Bottom~ PA 17266 OATH OF PERSONAL REPRSENTATIVE COMMONWEATLH OF PENNSYLVANIA COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing peition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed /.l~o_re me this 2 3 day'of Donna M. Otto, 1st Deputy ~' ~_ Reg~is, tgr .' 17 NO. 21-2003-774 Estate of Wilma A. Hershey , Deceased DECREE OF PROBATE AND GRANT OF LETTERS 2003 AND NOW .qo_pt-ambo. r 25th , ~ in consideration of the petition on the reverse side hereof, satisfactory Proof having been presented before me, IT IS DECREED that the instrument(s) dated January 16, 1997 described therein be admitted to probate and filed of record as the last will of Wilma A. Hershey and Letters Testamentary are hereby granted to Michelle L. Boose FEES Probate, Letters, Etc. $ 6 0.0 0 Short Certificates(0 ) $ -: 0 - '~krku~9~nk x-Pages '(3) $ 9.00 JCP $ 10 . 00 Total $ ~1~. ti0 Filed.:.8.:9.P;..t..--.....2..5..t...h.,: .4.9. 9.'..3.~.. ' Call Attorney on 9/25/03 D Register of Will ' Robert G. Frey, 46397 ATrORNEY (Sup. Ct. I.D. No.) 5 South Hanover Street Carlisle, Pennsylvania 17013 ADDRESS (717) 243-5838 PHONE c:\wp51 \Wills\Hershcy.EF\smr . OF WILMA A. HERSHEY I, WILMA A. HERSHEY, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, in manner and form following: FIRST: SECOND: I hereby expressly revoke all Wills and Codicils heretofore made by me. I hereby direct my Executor to pay all my just debts, funeral and administrative expenses out of my estate, as soon as practicable after my death. THIRD: I direct that all taxes which may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid out of my estate as a part of the administration of my estate. FOURTH: Should my husband, ELMER F. HERSHEY, survive me by thirty (30) days, I give, devise and bequeath all my estate, real, personal and mixed, whatsoever and wheresoever situate, to my husband, ELMER F. HERSHEY. FIFTH: Should my husband, ELMER F. HERSHEY, predecease me, or should not be living on the thirty-first (31st) day following my death, I give, devise and bequeath the remainder of my estate in equal shares to my granddaughters, MICHELLE L. YINGER, and KRISTINE E. YINGER. Should either of my said granddaughters predecease me, leaving issue, her share shall be distributed to her then-living issue per stirpes. In default of any such issue, her share shall be distributed to the surviving granddaughter. SIXTH: I have intentionally made no provision herein for my son, VERNON E. YINGER. c: \wp51 \Wills\Hershey.EF\smr , , SEVENTH: I nominate and appoint FINANCIAL TRUST SERVICES COMPANY, TRUSTEE of the share of any beneficiary who may be a minor. The income and/or principal of said Trust may be accumulated or expended for the maintenance, education and support of such beneficiary as my TRUSTEE, in its sole discretion, may determine; and my TRUSTEE, in the expenditure of income and/or principal for such purposes, may, at its discretion, apply the same directly or pay the same to any person having the care or control of said beneficiary or with whom the beneficiary resides, without duty on the part of the TRUSTEE to supervise or inquire into the application of the funds by any person to whom payment is so made. The balance of such income and/or principal shall be paid to such beneficiary upon reaching majority, or to such beneficiary's estate in the event of death prior thereto. EIGHTH: I hereby nominate, constitute and appoint my husband, ELMER F. HERSHEY to be the Executor of this my Last Will and Testament. In the event that ELMER F. HERSHEY shall be unable to serve as Executor for any reason, I then nominate, constitute and appoint in order of preference, my granddaughter, MICHELLE L. YINGER; and my granddaughter, KRISTINE E. YINGER. NINTH: Lastly, I direct that they serve without filing bond or security in any jurisdiction. IN WITNESS WHEREOF, I hereunto set my hand and seal this /6/~t~ day of ~c~ , 1997. WILMA A. HERSI~EY SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: e: \wp51 ~Wills\Hershey.EF\smr COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. I, WILMA A. HERSHEY, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acJg~w_ledged before me, by, WlLMA A. HERSHEY, the Testatrix, this ] '_0'~ day o~ ~ FLJ, j~ 0..hcx_(~, 1997. WILM~ A. HERs"~, Testatrix I N;t~r~Pubiic x,,._.- - NOTARIAL SEAL MERLENE MARHEVKA, No~'y P~li~ Ca, sic, Cumbe~nd Cout~y, My Commission Expires 6/8/98 3 c: \wp51 \Wills\Hershey.EF~smr .... , , COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. We, Roger M. Morgenthal and Susan M. Ramsey ., the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we are present and saw Testatrix, WILMA A. HERSHEY, sign and execute the instrument as her Last Will, that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by Roqer M. Morqenthal __ and Susan M. R~msey ., witnesses this 16th day of January , 1997. Witness Witness Notary Pubh~- NOTARIN. SEAL MERLENE IdARHEVKA, Notary Public Carlisb, Cumberland Courtly, Pa. My Commission Expires 6/8/98 Estate Recoveries, Inc. Over 15 Years of Service to the Financial lndust0, December 9, 2003 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 RE: Estate of Wilma HerShey, deceased. · '~ Our File #: HST-00231 Estate #: 21-03-774 Dear Sir/Madam: Enclosed, please find our claim regarding the above captioned estate which is being filed on behalf of Fairbanks Capital Corp., Creditor A copy of the claim has been forwarded to Michelle L. Boose, Representative for the estate. If you have any questions concerning the attached claim, please do not hesitate to contact this office. erely, ~ Ro-'bi'n J. Bortn~'/r/rr,r, Ext 133 RJB Enclosure See Reverse Side For Special State Disclosures. This communication is from a debt collector. This is an attempt to collect a debt and any information obtained will be used for that purpose. P.O. Box 24566, Baltimore, Maryland 21214 · 5543 Harford Road, Baltimore, Maryland 21214 Monday- Friday 8:00 am- 6:00 pm Eastern Time · Telephone: 410-444-8022 · 800-229-8472 · Fax: 410-426-4051 Special State Disclosures Coloradn .FOR INFORMATION ABOUT THE COLORADO FAIR DEBT COLLECTION PRACTICES ACT, SEE WWW. AGO.STATE.CO.US/CAB.HTM. Maine The business bouts for Estate Recuveries, Inc. are Monday - Frida3 8:1tt) a.m. - 6:0tt p.m. Eastern Time. This agency may' be contacted using the following numbers: 800-229-8472 or 410-444-8022, Fax: 41t}-426-4t}51 Massachusetts Notice of hnportant Rights: You have the right to make a written or oral request that telephone calls regarding your debt not be made to y(m at your place of employment. Any such oral requesl will be valid fl)r only ten days unless y{m provide written confirmation of the request postmarked or delivered u~tlfin sevea days of such re~ quesL Yuu may terminate this request by writing to Estate Recoveries, Inc. at 15 Unhm StreeL Lawrence~ MA 01840. Hours lbr Massachusetts are: Monday - Thursday: 8:00 a.m. ~ 8:00 p.m. Friday: 8:00 a.m. - 5:00 p.m.~ Saturday: 8:00 a.nL - 12:00 pmk. Eastern Time. Minnesota ] Estate Recoveries, Inc. is licensed by the Minnesota Department o[ Commerce. The license number for Estate Recu~eries, Inc. in New York City is as follows: 0976707 permi! number for Estate Recuveries, hie. iu North Carulina is as fidlows: 3523 Ttmnessee This collection agency is licensed by the Collection Service Board, State Department of Commerce and [Insurance, 500 James Robertson Parkway, Nashville, Tennessee 37243. STATE OF PENNSYLVANIA IN THE MATTER OF ESTATE OF: WILMA HERSHEY IN THE ORPHAN'S COURT OF CUMBERLAND COUNTY ESTATE #: 21-03-774 DATE OF DEATH 09/05/03 STATEMENT OF CLAIM 1. The creditor, Fairbanks Capital Corp., certifies that there is due and owing by WILMA HERSHEY, deceased, the amount of SIXTY-FIVE THOUSAND FOUR HUNDRED ELEVEN DOLLARS AND THIRTY-ONE CENTS. ($65,411.31) 2. The nature of the claim is MORTGAGE account # 3016926986 with a balance due of$65,411.31. 3. The name and address of the claimant is: Stawiarski & Associates, P. C., 6560 Greenwood Plaza Boulevard, Suite 525, Englewood, CO 80111. 4. The name and address of the claimant's agent is: ROBIN J. BORTNER, Estate Recoveries, Inc., P. O. Box 24566, Baltimore, Maryland 21214. 5. This claim is not contingent and is not secured by any liens or judgments. 6. The balances represent an accumulation of charges as posted to the account numbers described above. My Commission Expires: August 8, 2004 On behalf of American Express, creditor, I do solemnly declare and affirm under the penalties of perjury that the information in the foregoing claim is true and correct to the best of my knowledge, information and belief. I have made diligent inquiry and examination, and I believe the claim is just and all legal offsets, payments, and credi~nade known to the affiant have been allowed. // ) . d6vL ._' Estate Recoveries, Inc. P. O. Box 24566 Baltimore, Maryland 21214 (410) 444-8022 State of Maryland, County of Baltimore: IN WITNESS WHEREOF, I hereunto set my hand and Notarial Seal this 9th day of December 2003. J 'fer L. tre-hlein, Notary Pub[i~' ' JRD/June 30, 1992/17858 In Re: Estate ofWlLMA A HERSHEY Late of NORTH MIDDLETON TOWNSHIP Estate No.: 21-03-774 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 21-2003-774 NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT ORPHANS' COURT RULE Personal Representative: MICHELLE L BOOSE Counsel for Personal Representative: ROBERT G FREY Date of Grant of Original Letters: 09-25-2003 Date of Delinquency Notice: 01-04-2004 The undersigned, Glenda Famer-Strasbaugh, Register of Wills, in accordance with Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court Orphans' Court Rules, was given by the Register of Wills on JANUARY 4, 2004, and that the ten (10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e) the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 03-15-2004 Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled for ~ at 7 ~jt_ .~.,4 Z[.~In Courtroom No. 3. If the Certification of Notice is fil~'d prior to the hearing date, the hearing will automatically be cancelled. Georg~~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Wilma A. Hershey Date of Death: September 5, 2003 Will No. Admin. No. 21-03-774 To the Register: I certify that notice of (beneficial Interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on: Name Michelle L. Boose Christine Yinger Address 35 Water St., Walnut Bottom, PA 17266 1431 McClure's Gap Rd., Carl., PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6)a) except NO EXCEPTIONS Date: 4/8/04 Name: Address: Signature Robert G. Frey 5 South Hanover Street Carlisle, Pennsylvania 17013 Capacity:.__ Personal Representative X Counsel for Personal Representative Postage Certified Fee Return Reciept Fee (Endorsement Required) Restricted Delivery Fee (Endorsement Required) Total Postage & Fees Postmark Here "~'r~{,,-~pt. NO.; .~ name and address on the reverse ~:tti~we can return the card to you.., , ~//taeh,thiS card to the back of the mmlpmc~, the front if space permits. Addressed to: FREY ROBERT G 5 S HANOVER STREET CARLISLE PA 17013 D. is dellvery address diffemnt from ltem l? I~ [] Insured Mail 0 Return ~ for ~a'x~ [] C.O.D. OYes ~-2. ,~'~'r 7003 1010 0001 1203 8199 from sew/ce labe/) Retum Reoelpt ~o2sgr~24a-~ s4o Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 phone: (717) 240-6345 Date: 8/15/2005 FREY ROBERT G 5 S HANOVER STREET CARLISLE, PA 17013 RE: Estate of HERSHEY WILMA A File Number: 2003-00774 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 9/05/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ,tJ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge uR --- Estate of HERSHEY WILMA A Late of NORTH MIDDLETON TOWNSHIP DC'CC'I\lC'D nrT 1 \) 2M!: 1\'- '-I v '- Ul.l.l. U ~~. Estate No.: 21-03-00774 ORPHANS' COURT DIVISION COURT OF CO~~ON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Date: 10/17/2005 NO.: 21-03-00774 FREY ROBERT G 5 S HANOVER STREET CARLISLE PA 17013 3385 ... NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS I COURT RULE Personal Representative: BOOSE MICHELLE L Personal Representative Counsel: FREY ROBERT G Date of Decedent's Death: 9/05/2003 Date of Delinquency Notice: 9/05/2005 The undersigned, Glenda Farner Strasbaugh, Clerk of Orhans' Court, in accordance with rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor their counsel, have filed with the Register of Wills or Clerk of Orphans' Court, his/her Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule, and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orhans' Court Rules, was given by the Clerk of Orphans' Court on 8/09/2005 and that the ten (10) day notice to file the status report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or their counsel. cc: File Personal Representative Counsel G~~~ Clerk of Orhans' Court A hearing is scheduled for November 21, 2005 at 10:00 AM in Courtroom No.2. If the Status Report is filec;1..~ to the hearing date, the hearing will automatical~~~e cangelled. {~< /' Edgar~ Bayley ~ J. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Wilma A. Hershey Date of Death: September 5. 2003 Will No. Admin. No. 21-03-m;- 11~ Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes () No ( X) 2. If the answer is No, state when. the personal representative reasonably believes that the administration will be complete: December 31, 2006. 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 ( X) 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. Date: October 26. 2005 i\Jvf~ o Robert G. Frey 5 South Hanover Street Carlisle. Pa 17013 (717) 243-5838 ~ Signature d- LU C_J ~ LL l c... < .__ c... j- Capacity: ( ) Personal Representative C'-_~i ( X) Counsel for personal representative t~J ';;'--"""4 L: \!I .~ l.o-) i~ .1 ~ ~. ~. ~ ~.. i-" ~ Cl Cl I ~ f ~ I ~ I G. ,.. ~ I..~ ~ I iHJ ~ J ODD ~ igf i . ii, ~ t I ~ (f)b:J.... .. t"i t<:'. .' -f ~~25 i =11 tI:l 0 trl ~i!fs -< tI:l 5: . 'WcJ td tI:l :::0 I ~. it..Sl. ;J::l :::0 t-3a a.S. f-' ~ Q Ritr.lil..... . ....,..'... -...] :::0 ~ r .t..;. e ~i ii.. '.:<.. ....&.i.,.. w t-3 3 ~'fl. "~._. ...~.'.'.'.;...'.' I i la. a!ll~'. w . c;....tri ..........I.'.:I,.......i...!........, w G~ 41" (X) :le.G......'. '....:.,.... m r~ti STATUS REPORT UNDER RULE 6.12 Name of Decedent: Wilma A. Hershey Date of Death: JANUARY 30. 2006 Will No. Admin. No. 21-03-774 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes () No ( X) 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: October 1, 2006. 3. If the answer to No.1 is Yes, state the following: (a) Did the personal representative file a {"mal 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. ~..J ~ ~gnature Robert G. Frey 5 South Hanover Street Carlisle. Pa 17013 (717) 243-5838 Date: January 30. 2006 L--..) c.:) Capacity: ( ) Personal Representative ( X) Counsel for Personal Representative \. ~J '.. ) ~". - ~t: STATUS REPORT UNDER RULE 6.12 Name of Decedent: Wilma A. Hershey Date of Death: JANUARY 30. 2006 Will No. Admin. No. 21-03-774 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 (X) 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 [mal 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 (X ) 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. .. - "':-f" \-- '-0- Gf LLC~ c:>o R~~~ 5 South Hanover Street Carlisle. Pa 17013 (717) 243-5838 Signature Date: August 28. 2007 en -- :~ co N c.::> -, :;;: 2~: ~~; O..-L..\ ~~ U Capacity: ( ) Personal Representative ( X) Counsel for Personal Representative r-- = c:~::;.) C---l ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 8/27/2007 FREY ROBERT G 5 S HANOVER STREET () "--:0 :D -0 '_;5~ "- , " \_..J " I f'-,..) C::J c~::) --.0 ;.,:~ :-::J :-t j '='"-" , ; ; '- ) -') -':J ; '~ --~;_., \.~~J CARLISLE, PA 17013-3385 l~"-"" (, -) 0) -.J ;""""''J' c::> a RE: Estate of HERSHEY WILMA A File Number: 2003-00774 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. 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: 9/05/2007 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, ~~.J~:,.e 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: 8/27/2007 YINGER MICHELLE L NKA (") ~;g -'"(J =1:: c) '[> r'- , fT! '- .:,J _.J_j >..~.: ro-.., L......,) L::~.::,> --.J :n '-, 1 (., ,~_.5 :-1 ) t' ) "1 - . r CU_J 35 WATER STREET WALNUT BOTTOM, PA 17266 ;::'t<a (~~ r"-) '-J (~~ :c ~ RE: Estate of HERSHEY WILMA A File Number: 2003-00774 c--.,;, . i-\ 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. ~s 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: 9/05/2007 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, ~~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File C.nllnRPl IN RE ESTATE OF WILMA A. HERSHEY DECEASED IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION cn -~~ e ~~ ~ , _, ~~~ ~~ ~~ ~= r-n t _~ ~ _; "~L~-n _~ c:.~ --r~ PETITION FOR CITATION TO THE HONORABLE THE JUDGES OF SAID COURT: AND NOW, this day of comes the Commonwealth of Pennsylvania, by Thomas O. Armstrong, Acting Deputy Secretary for Taxation, for Daniel Meuser, Acting Secretary of Revenue, who avers: 1. That Wilma A. Hershey, deceased, (hereinafter referred to as "the Decedent"), died on September 5, 2003. 2. That a Petition for Probate of the Last Will and Testament and for Grant of Letters Testamentary was made by Michelle I. Boose, Executrix, (hereinafter referred to as "the Executrix"). Letters Testamentary were granted to the Executrix on September 25, 2003. Attached hereto and made a part hereof is a copy of a document attesting to said date on which Letters were granted marked Exhibit "A." 3. That on November 5, 2010, a certified demand letter was sent to the Executrix, advising that the Inheritance Tax Return for the Decedent had not been filed. A receipt was signed and returned to the Department of Revenue. Attached hereto and made a part hereof is a copy of said letter and receipt marked Exhibit "B." 4. That as of the date of this Petition no Inheritance Tax Return has been filed by the Executrix of this estate as required by Section 1736 of the Act of December 13, 1982, P.L. 1086, No. 255, (72 P.A. C.S. § 1736). 5. That under Section 2176 of the Act of August 4, 1991, P.L. 97, No. 22, (72 P.S. § 9176), the Secretary of Revenue is authorized to request the Court to issue a Citation directed to those subject to any duty imposed by the aforesaid Act, commanding such persons to appear and show cause why the requirements of this Act should not be met. WHEREFORE, your Petitioner prays your Honorable Court to issue a Citation upon the Executrix, directing the Executrix to appear and show cause why said Inheritance Tax Return in the estate of the Decedent should not be filed as required by law; and to further direct that the costs of this action shall be borne by the Executrix. COMMONWEALTH OF PENNSYLVANIA BY J - ~ ' GG,,~ Thomas O. Armstrong, Ph.D. Acting Deputy Secretary for Taxation FOR: Daniel Meurer Acting Secretary of Revenue COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF DAUPHIN Thomas O. Armstrong, Ph.D., Acting Deputy Secretary for Taxation, for Daniel Meuser, Acting Secretary of Revenue, being duly sworn according to law, deposes and says that the facts set forth in the foregoing Petition are true and correct to the best of his knowledge, information and belief. Thomas O. Armstrong, Ph.D. Acting Deputy Secretary for Taxation For: Daniel Meuser Acting Secretary of Revenue Sworn to and Subscribed, ~~' before me this f ~ ~ day of ~/'~C~Z~' ~ ~` (~ lr/ `) COMMONWEALTH OF PE~~SYLVANIA Notarial Seal Sue E. Hetrick, Notary Public City of Harrisburg, Dauphin County I My Commission Expires April 10, 2014 Member, PennsyNanla Association of Notaries Page 1 oi• ] PETITION I~()R PROBATE Hod GRANT OIL LET'l'LRS F,'sasrc o/ 1V'llma A, llrrshey Fo. 21.03•~~_- rrrsu dnmcn as --~ ~ ~ ko: " Rcgistct of 11511s for thr r u . rrurrh~ , 0 19T:1Z~K65T--~~• - - ('atmty or C'Vmhrr13nt1 m nc~ _'"." (•omm,~nucahh<~fi'cnn~ytvanra "iht lxtitiun of the undersl~rkJ rr pcitfully represents that: Your ~titionrric), whu israie 13 years of nbe of vhlcr arxt the caecuhns named u+ rtes tact Rill n! the ahure rlncdent, Jattd lununs]' 16, t99] y, and.otticil(s)d:atcJ Nlr1 " -„~- -~ . _~~._T_____T-._... . ( cs'caat crrcunsnance., e.g. senuncmlion, dr:+t s n c+autot, crcJ 1'nccdenl was domicilyd at rkadt in (lnt+t>.rlend ('ounty, rrnnsylvama, .vith +he 1)rccdrni s I;xsl family or prirrclr:+l resit e.n:c at _e~s uw stook Rom1 _ ~, st ?IfCCI, 1 k~tedcnt. then 7y years of nge, died _,. -_-~ tieDicmber S, Zi)tl3 al _ ~t•:accrt as of uu s, ece •nt id not marry, u:» not Jisarce am + u ixzl a~ t a c s xirn ar adop(cJ' a1Zer execution of the will offered for prahate; Ras rbt the Victim of a killing and was never 2dtudu•attJ incnmpatent: ;Vo @tr:ePtkx+s. E1mcr F. llcrshcy dicJ K/La)7. A1ict+cllc L. 1'ins;er is nua by mnniuyc tlichrltt t. tto:,tt . I~^ccdcm at death ouncJ prilxriy with cstimatcJ s•aluca as follows: (If domiiiltJ in raJ A11 prrsonat p+olxrty 4 25.9Q of aM Jrnnicilea in Pa) rasa>nal rrorcny ht rrnnsylsania 4 (If nCa domictlcil in Pu) f~rsnaal prafx+t}' in Crwnty $ _ Vuhrc of scat estate in Pennsylvania F _ situated as follows: IJO t1lwdowbrook Rnad _.__.___ iVorkh \lkir eron awns P ~. ~~ra_ __~___________ -- 1YHLRF.FOR[?, Prlitior.cr{s) rei)sCit(ully rcquest(v) ttx rrobatr of the tact will and axil::ti(s) preccnced Ikrtwith and the >:rant of trttcrs. ,g Trstamenrer}• T._~_,.••,,, _-_ _ (tcslanx•nlnry~; adminub~nan c.l.a.-, a nt nillraSmn . +.n.c l.a,l r ,,. ttlerCJn. { fJ cite a ., ioox ,.. -- ..._ filer rest __._. _ ._ ~eTnut ntltsm, 1 , y I _ - ---_- OATN OT' PI~,RSONAL RF,PI7SCNTA7'IVE coa~~~oN~vtsn~et,ti or• r~:taNSV~.v~svlA covrt~~ir oP cun~r~r>Et>t.r~ivu 't'he )xlitiotter(s) ntrove•namcct swear(s) (sr affimr(s) that the. statcutetsi to the foregoing )Se.ition art true and carrcct ro tltc tsrst of the knrJwlcdge and belief of tkiulinncr(s) and that av personal represen• tativc(x) of the ahoti c decedent petitioner(s) x'iil wet! and tasty adrninistcr ttte estate according ro taw. 5u'om to or afCirntcd and suhxtibed ~ ~'~ ~ 'tors: nx. this 2 3Aay of • ' ` ~~1~'<~~~ x ~ . ~eotoxsUer .2003 , ~ , ___ _ T- Uonna ht. Utto, Is:t Dr?puty 17 -1G5 '-r~3 ~; . `~ .. ~, ~'. `"'~ '~. ~~,,~, . ~ i ~~ ~{ ~ tl.+ t http://records.ccpa.net/weblinlc~ublic~rint/ImageDispla}r.aspY?cache=yes&sessionkey=... 1 1 /3/2010 p(HI~iT A Page 1 of I No. 21-7.003-77d EStAte Of \Vilma A. licr.~hcy DecetisCd llECREE (~1N' ['KOBATE AND GKANT OF [.F,'["['ERS 2003 AND NOW _5eptranirsr _2~t2i-. 311(32 in consictcraticm of the I>Ctition on thr reverse side Hereof, satisfactory prcx~f having Ixen presented hefare mc, tT Iti D}"sCRlit'sD That the instnnncnt(s) dui~Yi~~ ~___,~_____ Janunry l6, 1997 .. dcscrilx;d therein he admiucal !n pr+>bate and r e o reran as t e apt ~~~~ o __.,._ \Vlinla A.}}er3hey an ctters~`('estamcntary ~, arc !tetchy granted lci~ c e e ,. nose r__. i~FF.S Prc>Eiatc. Leiters. Gtc. 5 ~p_, QQ._ Shun Ccrtii'rattcs(p) 5 _~p_ Jyi~~hHltla4t12clc x-Paciea i3') $ ~ QO.~. I'ile'tl.`f.Pi?.t~... 25 t1t.c.~........... Ctf1l Attorney nn 9/25/D3 i, Donnt~ gKt~~~r tA, list Deputy jlll,~ t Rahert G. Frey,}6397 ~< 5 South Hsraovcr Strccl CarUsic, }'cans lvtcnln 17013 (7i7) 243•Sft~fi _,_ ~~\ ~ ~~,~ ~'`~ ~ ~ http://records.ecpa.nethveblink~lublic_pl'int/IlnageDisplay.aspx`?cache=yesc~sessionkey= 1 l/3/2010 EXHiBt'~~ A COMMONWE.~LTH OF PENNSI'LVANIA ri.-+xkise~~tcc~~is~rKicrvFr~cF DEPARTMENT OF REVENUE 2V DEPAR"CPI:itiT OF RFVEVf'E I R `~ STAV I CY DRI V F, IIARRLVF31; k('. P.4 i'10:-Cio Date: MICHELLE L BOOSE Estate of: 6 E MAIN STREET HERSHEY NEWVILLE PA 17241 Date of Death File Number: Dear MICHELLE L BOOSE: RB b'-RO91~0 :AFP IQ_-DR1 11/5/2010 WILMA A 9/5/2003 21 03-0774 (Certified Mail-Return Receipt Requested) Department records indicate you are responsible for the settlement of the above estate or that you represent the responsible party. As of this date, you have failed to resolve this matter. This is to again advise you that the estate is in delinquent status, as it remains unsettled. The Inheritance and Estate Tax Act mandates the tiling of a tax return and payment of all outstanding liabilities by a personal representative or a transferee of an estate within nine months of a decedent's death. Department records show that this estate remains open because: AN INHERITANCE TAX RETURN HAS NOT BEEN FILED. If the return was tiled, please contact this office immediately. If this estate was opened for the purpose of filing a lawsuit, please provide the teirn and docket number of the proceeding in writing to this office so that we may postpone any further action. Under Act 40 of 2005, additional collection costs, including but not limited to fees of up to 39 percent of the amount due and attorney fees incun-ed in securing payment, may be imposed on any liability not paid prior to referral to a collection agency or contract counsel. This notice shall serve as a formal demand on you or your client from the Department of Revenue. If you fail to file the return, the Department may file a citation requn-ing you to appear in court to show cause for your failure to comply with the law. A finding of contempt in this matter could subject you to additional penalties and,~or incarceration by the Orphans' Count of Cumberland County. RETURNS SHOULD BE FILED AND CHECKS MADE PAYABLE TO: REGISTER OF WILLS, AGENT Sincerely, Anastasia DiBartolomeo Direct any questions regarding this estate to: HARRISBURG DISTRICT OFFICE PA DEPARTMENT OF REVENUE 1825 STANLEY DRIVE HARRISBURG PA 17103-1256 (717)425-7705 cc: ROBERT G FREY 5 S HANOVER ST CARLISLE PA 17013 ~.XHI BIT ~ COIVIlvIOiV'~VEALTH OF PENNSYLVANIA HARRISBURG D15T7UCTOFFl CB DEPARTMENT OF REVENUE Pg7SST~LEY DRIVERBVENUH HARRISBURG. PA 1710J•R56 Date: MICHELLE L BDOSE Estate of: 6 E MAIN STREET HERSHEY NEWVILLE PA 17241 Date of Death; File Number: RP,V359 FO AFP (07-0gt 11/5/2010 WILMA A 9/5/2003 21 03-0774 (Certified Mail-Return Receipt Requested) Dear. MICHELLE L BOOSE . ~' ~ ~ ~ ~ ~bove estate or that you this matter. e Gompiete Items 7, 2, and 3. Also complete A. Signat i~ m 4 if Restricted Delivery Is desired. ^ Agent • ~~tnt our name and address on the reverse X ains unsettled, apt y ~~ O Addressee ,I ihat we can return the card to you. B. Received (Printed Name) C Date of Delivery ^ A ach this card to the back of the mailpiece, r'_ / ~~o !payment of or on the front if space permits. ! b estate Within nine i. Artlcie Addressed to; D. Is delivery address diNerenl from Item 1? ^ Yes It YES, enter delivery address below: ^ No emains open because: vIICHELE L BOOSE i V FILED, i E MAIN ST iI ATE\VVILLE PA 17241 'ate WaS Opened fOi the ?1 030774 DIBARI'OLOkiEO 3. ServtceType 'the proceeding in writing ^ Certified Mall ~ Express Mail ^ Registered d Retum Receipt for Merchandise ^ insured Mail ^ C,O.D. 4. Restricted Detive ed to fees of up to M l~ro Fee) ^ Yes Article Number (lent, may be (1'ransfer/romservlceJabelJ 7Q09 ],68~ ppQ], 7©Z4 96,2 it eonh•act counsel. 5 Form 3811, February 2004 Domestic Return Receipt io25ss-02-t,~tsao ;~ Department of Revenue. If you fail to file the return, the Department may file a citation requiring you to appear in court to show cause for your failure to comply with the law. A Ending of contempt in this matter could subject you to additional penalties and/or incarceration by the Orphans' Court of CStmberland County. RF,TURNS SHOULD BE FILED AND CHECKS A'iADE PAYABI..E TO: REGISTER OF WILLS, AGENT Sincerely, Anastasia Di Bartolofneo Direct any questions regarding this estate to: C 717) 425 - 7 7 0 5 HARRISBURG DISTRICT OFFICE cc: PA DEPARTMENT OF REVENUE 50SEHANOVEREST 1825 STANLEY DRIVE HARRISBURG PA 17103-1256 CARLISLE PA 17013 EXHIBIT .. fd I N R E ESTATE IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA WILMA A. HERSHEY ORPHANS' COURT DhV~ISION DECEASED ORDER Now, to wit this the ~ ~ day of ~,.~,,,~~ et~~ ,upon consideration of the foregoing Petition, it is ORDERED and DECREED that YOU, Michelle L Boose, Executrix for the Estate of Wilma A. Hershey, deceas~i ~ hereby cited to be and appear at Courtroom No. 02. , on the o2~day of n~ ~~~ in the Courthouse of Cumberland County, Pennsylvania, at 3~0 ~ }~ .M., then and there show cause, if any there be, why the Inheritance Tax return in said estate should not be filed; and to further direct that the cost of this action be borne by the said Executrix; said citation returnable at ~.` ~~ .~ .m., on the ~~ day of ~ b 1;~~'~ c~ -:a, ;:o -_ __ BY THE COURT ~T'm`-' ' _i. ~ ~r~ i __ '~ ~ - } .,~ `P, ORPHANS' COURT DIVISION _. `'-~ ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: WILMA A HERSHEY, DECEASED CUMBERLAND COUNTY PENNSYLVANIA NO. 21-03-0774 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: JUDGE'S INITIALS: TIME STAMP DATE: IN RE: uxur,x - SERVICE TO: MICHELLE L BOOSE ROBERT G FREY METHOD OF MAILING: ® USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED : 8/9/ 11 SERVICE TO: ENVELOPES PROVIDED BY_ ® PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT METHOD OF MAILING: ^ USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: ENVELOPES PROVIDED BY: ^ PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT Deputy Clerk of Orphans' Court REV-1500 1505611180 F7C (02-11) (FI) PA Department of Revenue Pennsylvania Bureau of Individual Taxes DEPARTMENiOFREVENUE OFFICIAL USE ONLY PO Box 2aosol INHERITANCE TAX RETURN County Code Year File Number Harrisbur , PA 17128-0601 RESIDENT DECEDENT n ` 1 ENTER DECEDENT INFORMATION BELOW D(, ~ V Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 193-12-8652 Decedent's Last Name 09052003 Suffix Decedent's First Name HERSHEY MI (If Applicable) Enter Surviving Spouse's Information Below W I L M A Spouse's Last Name A Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE FILL IN APPROPRIATE BOXES BELOW REGISTER OF WILLS 0 1. Original Return O 2. Supplemental Retum [~] 4. Limited Estate ~ 3. Remainder Retum (Date of Death Q 4a. Future Interest Compromise (date of Prior to 12-13-82) 0 6. Decedent Died Testate death after 12-12-82) ~ 5. Federal Estate Tax Retum Required (Attach Copy of Will) 0 7• Decedent Maintained a Living Trust (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes 9. Litigation Proceeds Received -- [~ 10. Spousal Poverty Credit (Date of Death Between 12-31-91 and 1-1-95) ~ ~ 1 • Election to Tax under Sec. 9113(A) Name CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOUT! D BE DIRECTED TO.e O) R O B E R T G F R E Y Daytime Telephone Number 7172435838 REGISTER OF WILLS USE ONLY First Line of Address C7 5 SOUTH HANOVER ST ~n ~ == _: Second Line of Address + -,-',` -~ - - ~- - -- . -° C ;,_~ ~ .: City or Post Office ~ , _ State ~ ~ CARLISLE z-P Code laA FILED PA 17013 ~~ ~ --,- Correspondent's a-mail address: R F R E Y a7 F R E Y T I L E Y. C O M '`- Under penalties of perjury, I declare that I have examined this return, including accom an in it is true, correct and com lete. Declaration of re arer other than the p y 9 schedules and statements, and to th y knowledge and belief, A RE O PE N RE PO ersonal re resentative is based on all information of which preparer has an BLE FOR FILING RETURN , y knOWIPr1n ADDRESS ~ ~ DATE Ins ,_ .~ _ ~ .~ ~~ z ~ lip 5 CnIITU ~..~,.,,~_ __ L 1505611180 Side 1 1505611180 J _ ,Y~~~ J 1505611280 REV-1500 EX (FI) Decedent's Name: W I L M A A Decedent's Social Security Number RECAPITULATION H E R S H E Y 193-12-8652 1. Real Estate (Schedule A) . , , .. . ........... .............. 1. 19593.00 2• Stocks and Bonds (Schedule B) ....... . ............................ 2. NON E 3• Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... 3. N O id E 4• Mortgages and Notes Receivable (Schedule D) ....... . ................ a. NONE 5• Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) . , .. 5. N 0 hl E 6• Jointly Owned Property (Schedule F) OSeparate Billing Requested ....... 6. N 0 N E 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) OSeparate Billing Requested ...... . 7. NONE Z T~a_..~ -- --~ -~~~~~~ ~otai ones 1 throw h 7 ... , , , $' 9. Funeral Expenses and Administrative Costs (Schedule H) 19593.00 ...... . ~~~~~~... s. NONE: 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ........ , 10' 11. Total Deductions (total Lines 9 and 10) ..... . 66079.00 ........... 11. 12• Net Value of Estate (Line 8 minus Line 11 66079.00 13• Charitable and Governmental Bequests/Sec 9113 Trusts for which 12 an election to tax has not been made (Schedul -46486.00 e J) ..... . ................13 . 14. Net Value Sub'ect to Tax Line 12 minus Line 13 ~ • ~ ~ TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE ~ ~ ' ~ ~ ~ ~ 14. 15. Amount of Line 14 t RATES - 4 6 4 8 6.0 0 axable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 0 16. Amount of Line 14 taxable 15 at lineal rate X .0 4 5 0.00 17. Amount of Line 14 16. taxable at sibling rate X . 12 ~ • 0 0 18. Amount of Line 14 taxable 17. at collateral rate X . 15 ~ • 0 0 18 19. TAX DUE .............. . 0.00 ..................... 19. 0.00 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 1 505611280 1505611280 J REV-1500 EX (FI) Page 3 Decedent's Complete Address: File Number DECEDENT'S NAMI= ~ 93-12-8652 vvi~Mq A HERSH STREET ADDRESS CITY Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments B. Discount 3. Interest STATE Total Credits (A + g I 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. ZIP ~o (1) 0.00 (2) 0.00 (3) (4) 0.00 (5) 0.00 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN T'HE APPROP 1. Did decedent make a transfer and: RIATE BLOCK$ a. retain the use or income of the ro e P P rty transferred ................................ Yes .... b, retain the right to designate who shall use the property transferred or its income ......................................... ^ tLY c. retain a reversionary interest .......................................................................................................................... ^ d. receive the promise for life of either payments, benefits or care? .............. 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ......... 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her de ~ ^ 4• Did decedent own an individual retirement account, annuity or other non-probate grope whi ath ............. rtY. ch contains a beneficiary designation? ..................................................................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FIL ^ E IT AS MRT OF THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of trainsfers to or for the us spouse is 3 percent [72 P.S, §9116 (a) (1.1) (i For dates of death on or after Jan. 1, 1995, the]tax rate imposed on the net value of transfers to or for a of the surviving [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 assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. the use o! the surviving spouse is 0 percent For dates of death on or after July 1, 2000: disclosure of • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at deatF~ to or for the use of a natur adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a){1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as not ~ al parent, an • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116 a 1.3 . defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether b blood In (72 P S §9116(a)(1)]. { ){ )] A sibling is Y or adoption. REV-1502 EX+ (pt_tpl Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAx RETURN RESIDENT DECEDENT ESTATE OF: SCHEDULE q REAL ESTATE Ail real grope FILE NUMBER: rty owned solely or as a tenant in common must be reported at fair market value. Fair marke^ value is defined as would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both havin reas 1-03-00774 Real property that is joint) the Price at which property Y-owned with right of survivorship must be dlsclosecl on Schedulle Fowled ITEM Attach a copy of the settlement sheet if the roe ge of the relevant facts. NUMBER Include a copy of the deed showing decedent's interest if ownedaas tenant in common. ~• 130 Meadowbrook Road, 2000 AssesDSmentR,IPTION VALUE AT DgTE $18660, common level ration factor, 1.05 OF DEATH Property was subject to a mortgage with in excess of $65,000.00 owed. Prope w sold by order of court for the payment of delinquent real estate taxes. Lender chose 19 593 to foreclose or take the grope rtY as rty in lieu of foreclosure. not of county tax assessment records are attached. TOTAL (Also enter on Line 1, Recapit ~ $ If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+(12-08) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAx RETURN RESIDENT DECEDENT ESTATE OF SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS Report debts incurred by the decedent prior to death that remained unpaid at the date of death incl r FILE NU R ITEM 21-03-00774 NUMBER ucmg unreimbursed medical expenses. 1. DESCRIPTION Delinquent real estate taxes VALUE AT DATE OF DEATH 2• Mortgage on Real Estate; claim filed in Estate by Fairbanks Capital 668 65,411 more space is needed, insert addiOtiona sheers of der On Line 10, Recapitulation) $ e same size. 66,079 . FacetWin Screen Print for assess0l, from "CAMA_Login" 8/29/2011 12:00:38 PM CUMBERLAND COUNTY ASSESSMENT OFF:CCE 2000 BASEYEAR NEIGHBORHOOD: 29 DISTRICT: 29 CONTROL # 29003605 - NORTH MIDDLETON TWP SD: 3 PARCEL: 29-1.9-1653-001. SPEC ID: LOT: Short Name HERSHEY, ELMER F & WILMA LAST NAM ~ Tback: E HERSHEY -~ FIRST NAME ELMER F & WILMA ~C/O NAM ~ ~ I PROPERTY ~ TYPE: RT E C/0 MICHELLE BOOSE IADDRESSI r- ~ I ~ 31 WATER STREET ADDRES ~- SALES ~ S2 ; ~ DEED 13K/PG..... POST OFFICE: WALNUT BOTTOM ~ ~ DATE OF SALE... STATE & ZIP: PA 17266 i i SELL227G PRICE: Situs: 130 MEADOWBROOK ROAD ~ Prop Descrip.: J ~-CURRENT VALUES - LAND DESC: LAND LAN Asses Lair -~ Market D USE TYPE: 108 I FMV 1866p 15000 DEEDED ACRES: ,34 ~ C&G - B - 3660 approved? -> T 18660 Screen 1 Enter Selection > Number -Switch Screens, X -Exit Record: T 55589 Down Arrow -Next Entr ` Y~ Up Arrow -Prev -J~P Mode, F -Forms, I -Image iou s Entry, ? ••Screens, B -Browse • ~ .- co ~- ~ o ~ N N O Oj U- N U ~ C c c a L ~ ~ r Z ~ ~ ~ ~ a L t. 1 C U c co L .Q U U C _y (0 _~ fU Q Q Z 3 n 7 J 1 i PENNSYLVANIA DEPARTMENT OF REVENUE REALTY TRANSFER TAX ,j 2002 COMMON LEVEL RATIO ~- REAL ESTATE VALUATION FACTORS JUNE 2003 The following real estate valuation factors are based on sales data compiled by the State Tax Equalization Board in 2002. These factors are the mathematical reciprocals of the actual common level rati~~. For Pennsylvania Realty Transfer Tax purposes, these factors are applicable for documents accepted from July 1, 2003 to June 30, 2004, exce t as indicated below. The date of acceptance of a document is rebuttably presumed to be its date of execution, that is, the date specified in the body of the document as the date of the instrument (61 Pa. Code ~ 91.102). p CONIIVION LEVEL COMMON COUNTY RATIO FACTOR LEVEL COMMON COCO_UNTY RATIO FACTOR Cpl, LEVEL RATIO FACTOR Adams 2.65 Elk Allegheny 1 03 * 5.00 Montour 10 31 Armstrong . 2 36 Erie * 1.00 Northampton . 2 35 Beaver . Fayette 1.00 Northumberland . 2.87 Forest 7.19 Bedford 4 48 4'72 Perry 1 07 . Franklin 6 45 . Berks 1 11 . Philadelphia 3 39 Blair . Fulton 1.97 Pike . 11.91 *Greene 1 00 4.10 Bradford 2.20 Huntingdon . Potter 2.38 Bucks 28 57 5.99 Schuylkill 2 22 Butler . Indiana 7.09 Snyder 8.93 Jefferson 5.71 Cambria 6 29 ** 5.08 Somerset 2 34 Cameron . Juniata 5.69 ;Sullivan ' 2 83 Lackawanna 4.10 Carbon 2 22 4.70 Susquehanna 2 21 . Lancaster 1 16 " ' Centre 2.53 *Lawrence . I[ ioga 1.06 Chester 1 35 1.00 I7nion 6 17 . Lebanon 11.91 V ' Clarion 4.98 Lehigh enang° 1.06 Clearfield 4 88 2'24 Warren 2 70 Clinton . Luzerne 13.89 P/ashington . 3.55 Lycoming 6.17 Columbia 2.92 McKean 1.52 ~ V~ ayn'e 10.99 Crawford 2 83 4.41 Westmoreland 4 51 Cumberland . Mercer 3.64 Wy°m1Og . 1.05 Ntifflin 3.97 Dauphin 1.07 Monroe 1.96 York 1.17 Delaware 1 15 4.95 . 1Vlontgomery 1.30 *Adjusted by the Department of Revenue to retlect a `* ssessment base c Adjusted by the Department of Revenue to retlect ass hange effective January 1, 2003. essment ratio change eftective January 1, 2003. IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA IN RE: + ORPHANS' COURT DIVISION ESTATE OF WILMA A. HERSHEY, DECEASED N0. 21 03-0774 PRAECIPE TO DISCONTINUE WITHOUT PREJUDICE To Glenda Farner Strasbaugh, Clerk of Orphans' Court and Register of Wills: The above-captioned action is a Citation for failure to file an inheritance tax return. Please mark this action discontinued upon payment of costs by the Estate as the Executrix of the Estate filed the inheritance tax return. DATE: October 27, 2011 .'v 7 ~'~ ~ ~ ~ ~ ; -- r ~ ; O ... `~L__ ._. N W~ J l ~` z ~ ~ _ o ~~ c ~., U x Lor A. ick Attorney for Petitioner PA Department of Revenue Office of Chief Counsel P.O. BOX 281061 Harrisburg, PA 17128-1061 Attorney I.D. No. 69436 ~N 7 IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF WILMA A. HERSHEY, DECEASED ORDER OF COURT ORPHANS' COURT DIVISION N0. 21 03-0774 AND NOW, this ~~ day of ~~~'- " 2011, upon consideration of a Praecipe to Discontinue the within action, the Motion is granted, the Rule is dismissed and the Citation is discharged upon payment of costs by the Estate. BY THE COURT: 1~` `~ Judge .- -, ?~ ; =0 _ ~.~'t -T- C7 --:y m ~,> _' c. ! ;_. A. -- '_. _ ~, .~, .. --n z= ~\ : ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: WILMA A HERSHEY, DECEASED CUMBERLAND COUNTY PENNSYLVANIA NO. 21-03-0774 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: 10/31/11 JUDGE'S INITIALS: TIME STAMP DATE: 1 IN RE: ORDER OF COURT SERVICE TO: OFFICE OF CHIEF COUNSEL MICHELLE L BOOSE METHOD OF MAILING: [~USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: I ~ - , -' SERVICE TO: ENVELOPES PROVIDED BY: PETITIONER JUDGE ^ CLERK OF ORPHANS COURT METHOD OF MAILING: ^ USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: ENVELOPES PROVIDED BY: ^ PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT / f n Deputy Clerk of Orphans' Court x. ~{ ~ NOTICE OF INHERITANCE TAX BUREAU DF INDIVIDUAL TAXES ' "~~'°""~~~~~ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION ~~j~ ~~`"OIFW' DH~~~}T~yON$ AND ASSESSMENT OF TAX PO BOX 280601 ' `"'~'''~' ` ., r '"~'i! (,"J HARRISBURG PA 17128-0601 ~ Pennsylvania ~ DEPARTMENT OF REVENUE REV-1547 IX AFP (12-11) lIJ~2 JA~130 P~ ~~: ~ f,f DATE 01-30-2012 ESTATE OF I~ERSHEY WILMA A ~L;CRK ~iF DATE OF DEATH 09-05-2003 ~~~~5+ C~UR~ FILE NUMBER ;?1 03-0774 C~)~~~~1 ~rt ~,~ ~A COUNTY (:UMBERLAND ROBERT G FREY ACN ]LO1 5 S HANOVER ST APPEAL DATE: 03-30-2012 CARLISLE PA 17013-3307 (See reverse side under Objections) Amount Remitted~- MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF= WILLS 1 COURTHOU'.>E SQUARE CARLISLE F'A 17013 CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________ REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: HERSHEY WILMA AFILE N0.:21 03-0774 ACN: lol DATE_ nl_an_~nl~ TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1) 19,593.00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .0 0 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 19.593.00 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) .00 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 66,079.00 11. Total Deductions C11) 66, 079.00 12. Net Value of Tax Return C12) 46,486.00- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 46,486.00- NOTE: If an assessment was issued previously, reflect figures that include the total ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate lines 14, 15 and/or 16, 17, 18 and 19 will of ALL returns assessed to date. 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: (15) .00 x 00 = .00 (16) .OD x 045 = .00 (ln .0o x 12 = .00 cls) .00 x 15 = .00 (19)= .00 P DATE T I RN UMBER I INTEREST/PENT PAID (-) AMOUNT PAID TOTAL TAX: PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. REV-1500 Exlo2->>>(Fq 1505611180 PA ~Partrnent of Revenue Bureau of Individual Taxes Pennsylvania PQ BOX 280601 DEP,~R7~,~N70FREVENUE OFFICIAL USE ONLY ENTER DECEDENT INFORM 17128-0601 INHERITANCE T County Code Year RESIDENT p ~ RETURN File Number Social Securi ATION BELOW ECEpENT ~ f ~~ ty Number ®•~ ~ . Date of Death MMDD 193-1,2_8652 ~'~'Y Date of Birth M Decedent's Last Name 0 9 0 5 2 0 0 3 MDDyy~.y HERSHEY suffix Decedent's First Name (If Applicable) Enter Survivin MI Spouse's Last Name g Spouse s Information Below W I L M A Suffix A Spouse's First Name Spouse's Social Security Number MI FILL IN APPROPRIATE BO THIS RETURN MUST BE FILED IN DUP 0 1. Original Return XES BELOW REGISTER pF 1w, LICATE WITH THE 2• Supplemental Return rrl~~S 0 4• Limited Estate 0 ~• Future Interest Compromise ~ 3• Remainder Return (Date of Death 0 6• D~edent Died Testate death after 12-12-82) Prior to 12.13..82) (date of (Attach Copy of Will 0 7• p ~ 5. Federal Estate Tax Return R ) ecedent Maintained a Livin T squired 0 9• Litigation Proceeds Received (Attach Co 9 rust PY of Trust) .4. Total Number of Safe De 0 10. Spousal Poverty Credit (Date of Death Posit Boxes CORRESPONDENT-THIS SECTION MUST BE COMP Between 12-31-g1 and 1-1-95 C] 11 • Election to T Name LETED. ALL CORRESPONDENCE AND CONFIDEN ) ~ under Sec, 9113(A) (Attach Schedule O) TtAL TAX INFORMATION SHOULD BE DIRECTED T0: ROBERT G FREY Daytime Telephone Number 71,72435838 First Line of Address REGISTER OF WILLS USE ONLY 5 SOUTH HANOVER ST ~ ~ ~_. Second Line of Address _~ :~ ~z~- r City or Post Office ~ _" ~ ~_ " 1 k, ~.a ~ . i CARLISLE state ZIP Code ~~_ ~ ~ ~~ .~ ~y r ..; .._:; . ~ .FILED - Correspondent's a-m P A 17 013 ~~ `-f . ^ _ I .-~= ; .::.. ail address: "~` ` ~` under RFREYo1FREYT a.., : ~'~ c:.:~ penalties of pe~urY. I declare that I have examin I L E Y. C O M `=~ it is true correct and corn lets. ~ this return, includin RE Declaration of re arer other than the g acc°mpanying schedules and statements, and PE N RE P BLE FOR FILING R rsonal re resentative is based on all information of wh ch ee a eof m ETURN Y knowledge and ADDRESS r has an belief, knowled e, (M r ~+~ ~ DATE SIGNATU F PRE R• ~ G`'~ ~ ~~ (~ t ~ ~ / I ` C5 ~/ ER T AN RE ENTATIV r ~/ ADDRESS ~ ~ Z ~ 5 SOUTH HANOVER DATE STREET LISLE Z- PLEASE USE OR G NAL FOR ~' 3 M ONLY Side 1 150561,1180 15056yyygp Q /iJ-~ J REV-1500 EX (FI) Decedent's Name: W I L M A A RECAPITULATION H E R S H E Y 1 • Real Estate (Schedule A) ... . 2• Stocks and Bonds (Schedule B) . • . • , • ... ~ . ~ ~ ~ ~ 1 3• Closely Held Corporation, Partnership or S • .. • .. • .. • , . • • • .. , • .. ' .. • ' ' 2• ole-Propriet N 0 N E orship (Schedule C) ... 3. 4• Mortgages and Notes Receivabl N 0 N E e (Schedule D ) ..... ................... 4. 5• Cash, Bank Deposits and Miscellane N 0 N E ous Personal Pro 6• Jointl p party (Schedule E) .... 5. Y caned Pr NON E operty (Schedule F 7• Inter-Vivos Transfers 8 Miscellaneous~sprobate Pro n (Schedule G) 9 Requested ....... 6. NON E Separate Billi e~ n g Requested ..... 7. ;• Total Gross Assets ~t,,..,~ ~ :_ _ NON E 9. Funeral Expenses and Administrative Costs (Schedule 8 N E_ 10. Debts of Decedent, Mortgage Liabiliti H) ~ ~ ' " ' ' 9• N 0 es and Liens (Schedule I) . . 11 • Total Deductions (total Lines 9 and 10) .. ~ ~ • ` " ' ~ • ~ 10. 12. Net Value of Estate (Line 8 minus Line 11 11 )• 13. Charitable and Governmental Bequests/Sec 9113 Tres an election to tax has not been made (Schedul 12 is for which eJ)......... 14. Net Value Sub'ect to Tax ~ ~ ~ ~ " ' ~ ~ ~ ~ ~ • ' 13. TAX CALCU Line 12 minus Line 13 . . CATION -SEE INSTRUCTIONS FOR APPLICABLE RATE ~ ~ 14. _ 15. Amount of Line 14 taxable at the spousal tax rate, or S transfers under Sec. 9116 (a)(1.2) X .0 0 16. Amount of Line 14 taxable at lineal rate X .0 4 5 15. 17. Amount of Line 14 taxable at sibling rate X . 12 16. 18. Amount of Line 14 taxable at collateral rate X . 1, 5 17. 19. TAX DUE ..................................... 18. .................. 19. 20. FILL IN THE BOX IF YOU ARE REQUESTING A REF UND OF AN OVERPAYMENT 19593.00 19593.00 66079,00 66079.00 -46486.0p 0.00 '46_ 00 0.00 0.00 0.00 0.00 0.00 0 L 1505611280 Side 2 150561,1280 Decedent's Social Security Number 193-12_8652 15056112g^ REV-1500 EX (FI) Page 3 Decedent's Complete Address: ncn~-r..... ~--- WILMA A HERSHEY STREET ADDRESS 130 MEADOWBROOK R CITY IS Tax Payments and Credits: 1 • Tax Due (Page 2, Line 19) 2• Credits/Payments A. Prior Payments B. Discount 3. Interest 193-12-8652 STATE ZIP PA 17015 Total Credits (A + B ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This i s the TAX DUE. (1) 0.00 (2) 0.00 (3) (4) 0.00 (5) 0.00 Make check payable to: REGISTER O F WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUEST 1 • Did decedent make a transfer and: INNS BY PLACING AN "X" IN THE APPROP a. retain the use or income of the roe RIATE BLOCKS b. retain the right to desi P p rty transferred ... Yes Hate ................. 9 who shall use th ~~~~•~•~""" c. retain a reversionary interest ................. a Property transferred or its income .........•. ~•~~•••~•~~~' ~ o d. receive the ..................... [] promise for life of either payments, benefits or care? ....,.•,. 2. If death .... occurred after Dec. 12, 1982, did decedent transfer grope • ~ • without r """"""••••••• eCeivmg adequate consideration? .....•,. •••~•~••~~•~"" [~,, 3 rty within one year of dea th Did decedent own an "in trust for' ~•~~•~•~~~• .... ...................... to ....... ' orpayable-upon-death bank account or security at his or her dea ~ 4• Did decedent own an individual retirement account, annuity or oth contains a beneficiary designation? ....,,...•.• ~•~~~~ er non-probate property, which ........... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES YO U MUST COMPLETE SCHE ' DULE G AND FILE IT AS pgRT OF THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995 t spouse is 3 percent [72 P.S. he tax rate imposed on the net value of transfers §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on th to or for the use of the surviving [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to e net value of transfers to or for the use of the surviving spouse is 0 erc assets and filing a tax return are still applicable even if the surviving spouse a surviving spouse from tax, and the statutory requirements for disclosure For dates of death on or after July 1, 2000: is the only beneficiary. P ent of • The tax rate imposed on the net value of transfers from a deceased c adoptive parent or a stepparent of the child is 0 percent [72 P.S. held 21 years of age or younger at death to or for the use of a natural • The tax rate imposed on the net value of transfers to or for the use §9116(a)(1.2)]. of the decedent's lineal beneficiaries is 4.5 percent e;c Parent, an • The tax rate imposed on the net value of transfers to or for the use defined, under Section 9102, as an individual who has at least one are ~ cept as noted in [72 P.S, §9116(a)(1)]. of the decedent's siblings is 12 percent [72 P.S. P nt m common with the decedent, whether b Yblood or(adopt'on.'bling is File Number REV-1502 EX+ (01-10) Pennsylvania DEPARTMENT OF REVENUE SCHEDULE A INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: WILMA A HERSHEY All real props FILE NUMBER: nY owned solely or as a tenant in common must be re o would be exchanged between a willing buyer and a willing seller, neither being com II 21-03-00774 P rted at fair market value. Fair market value is defined as the price at which pro Real property that is join ~ ~ to buy or sell, both having reasonable knowledge of the relevant f tly-owned with right of survivorship must be disclosed on Schedule F. ITEM Attach a copy of the settlement sheet if the roe acts. NUMBER Include a copy of the deed showing decedent's interest if owned as een sold. DESCRIPTION tenant in common. VALUE AT DATE ~• 130 Meadowbrook Road, 2000 Assessment, $1866 OF DEATH Property was subject to a mortgage with in excess o x$65 mon level ratior! factor, 1.05 sold by order of court for the a ,000.00 owed, Piro a 19,593 P yment of delinquent real estate taxes. Lender choseanot to foreclose or take the property in lieu of foreclosure. Copy of county tax assessment records are attached. TOTAL (Also enter on Line 1, Recaps ~n) $ If more space is needed, use additional sheets of paper of the same ' size. 19,5 REV-1512 EX+(12-08) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ---- SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS Report debts incurred by the decedent prior to death that remained un FILE NUMBER ITEM paid at the date of death, including unreimbu ed 03-00774 NUMBER medical expenses. 1. DESCRIPTION D@IInGUent real estate taXes VALUE AT DATE OF DEATH 2• Mortgage on Real Estate; claim filed in Estate by Fairbanks Capital 668 65,411 If more space is n TOTAL (Also enter on Line 10 ~- eeded, insert additional sheets of the same size. ~ Re~pituiation) $ 66,079 FacetWin Screen Print for assess0l, from "CAMA_Login" 8/29/2011 12:00: 38 PM CUMBERLAND COUNTY ASSESSMENT OFFICE 2000 BASEYEAR NEIGHBORHOOD: 29 CONTROL # 29003605 DISTRICT: 29 - NORTH MIDDLETON TWP SD: 3 f PARCEL: 29-•19-1653-001. SPEC ID: LOT: Short Name : HERSHEY, ELMER F & WILMA LAST NAM ~ Tback: E HERSHEY ~ FIRST NAME ELMER F & WILMA ~C/O NAME I ~ PROPERTY ~ ~ TYPE: RT I C/O MICHELLE BOOSE ~ADDRESSI - -- I ~ 31 WATER STREET ~ADDRESS2 SALES r ~ ~ DE ; ED BK/PG.,,, POST OFFICE: WALNUT BOTTOM , ~ ~ DATE OF SALE... I STATE & ZIP: PA 17266 i i SELLING PRICE: I I Situs: 130 MEADOWBROOK ROAD ~ I Prop Descrip .: CURRENT VALUES ---- LAND DESC: LAND L ~ Assessed Fair ~ Market AND USE TYPE: 108 ~ FMV - 18660 L - 15000 DEEDED ACRES: .34 ~ C&G - B - 3660 I approved? -> T - 18660 Screen 1 Enter Selection > Number -Switch Screens, Record: X -Exit J 55589 , -Jump Mode, F -Forms I Down Arrow -Next Entry, Up Arrow -Previo -Image us Entr Y• ? -Screens, B -Browse M r- CO r- 00 O ~ N N O ~ LL N U ~ 0 0 s L ~ ~ a .a C ~ M Z ~ U ~ L- r (~ ~ ~ N ~~•+ V C L .~ V U C _N N N .~ L Q a c a~ U h N n v a~ 0 0 a PENNSYLVANIA DEPARTMENT OF REVENUE JUNE 2003 REALTY TRANSFER TAX 2002 COMMON LEVEL RATIO REAL ESTATE VALUATION FACTORS The following real estate valuation factors are based on sales data compiled by the State Tax E ualizatio 2002. These factors are the mathematical reciprocals of the actual common level ratio. For Penns Ivania Board in Transfer Tax purposes, these factors are applicable for documents accepted from July 1, 2003 to June 30 Realty as indicated below. The date of acceptance of a document is rebuttably presumed to be its date of executio 004, except date specified in the body of the document as the date of the instrument (61 Pa. Coale ~ 91.102). ,that is, the CONIMON COMMON LEVEL LEVEL COMMON COUNTY RATIO FACTOR Cp_Ty LEVEL RATIO FACTOR COUNTY RATIO FACTOR Adams Allegheny Armstrong Beaver Bedford Berks Blair Bradford Bucks Butler Cambria Cameron Carbon Centre Chester Clarion Clearfield Clinton Columbia Crawford Cumberland Dauphin Delaware 2.65 1.03 2.36 2.87 4.48 1.11 11.91 2.20 28.57 8.93 6.29 2.83 2.22 2.53 1.35 4.98 4.88 3.55 2.92. 2.83 1.05 1.07 1.15 Elk *Erie *Fayette Forest Franklin Fulton *Greene Huntingdon Indiana Jefferson **Juniata Lackawanna Lancaster *Lawrence Lebanon Lehigh Luzerne Lycoming McKean Mercer Mifflin Monroe Montgomery 5.00 1.00 1.00 4.72 6.45 1.97 1.00 5.99 7.09 5.08 5.69 4.70 1.16 1.00 11.91 2.24 13.89 1.52 4.41 3.64 1.96 4.95 1.30 Montour Northampton Northumberland Perry Philadelphia Pike Potter Schuylkill Snyder Somerset Sullivan Susquehanna Tioga Union Venango Warren Washington Wayne Westmoreland Wyoming York 10.31 2.35 7.19 1.07 3.39 4.10 2.38 2.22 5.71 2.34 4.10 2.21 1.06 6.17 1.06 2.70 6.17 10.99 4.51 3.97 1.17 *Adjusted by the Department of Revenue to retlect assessment base ch **Adjusted by the Department of Revenue to retlect assessment ratio ch ange ettective Janua ange ettective Janua ry 1, 2003. ry 1, 2003.