HomeMy WebLinkAbout04-0056Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Marlet R. Ka_.Ep_.- No/'~
also known as
Marlet R. Kapp
~1. ~~~.r_e,~s_en t a!, .v. e. _
etitiOner(~, who is/are 18 years of age or older, apply(ies) for:
(COMPLETE "A" OR "B" BELOW:)
, Deceased
A. Probate and Grant of Letters and aver that Petitioner(s) is/ars the execut
Decedent, dated and codicil(s) dated
Social Security No..714181442
named in the Last Will of the
State relevant circumstances, e.g,, renunciation, death of executor, etc
Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incapacitated:
B. Grant of Letters of Administration
(c.t.a., d.b.n.c.t.a.: pendenta lite, durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
Name
Louise I. Kapp
Relationship
Residence '~
626 Hummel Ave,Lemo_[/ne,PA 17043
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland
residence at 626 Hummel Avenue, Lemoyne
(list street, number and municipality)
Decedent, then 84 years of age, died December 20 , .2003 , at Holy Spirit Hospital
Decedent at death owned property with estimated values as follows: (Location)
(if domiciled in PA) All personal property ......................................... $
(if not domiciled in PA) Personal property in Pennsylvania .................... $.
(If not domiciled in PA) Personal property in County .............................. $
Value of real estate in Pennsylvania
Total
Real Estate situated as follows:
County, Pennsylvania, with his/her last family or principal
63,000.00
63,000.00
Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in
the appropriate form to the undersigned:
Signature
Typed or pdnted name and residence
RW-7
626 Hu._._._..~mmel Avenue, Lemoyne, PA 17043
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true
a~d correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent,
Petitioner(s) will well and truly administer the estate accordipg to law.
Sworn to and affirmed and subscribed ~_~~-~--~'
Louise I. Kapp
/,z.e this ~_~.~// ~'. day of
DECREE OF REGISTER of Cumberland County
Estate of Marlet R. Kaoo
also known as
Deceased
Social Security No: 714181442 Date of Death: 12/20/2003
AND NOW,
, , in consideration of the Petition
on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters I~ Testamentary ~ of Administration
(c.t,a., d.b.n.c.t; pendente lite; durante absentia; durante minodtate)
are hereby granted to Louise I. Kapp
in the above estate and that the instrument(s), if any, dated
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters
Short Certificate(s) ............... $.
Renunciation .......................... $
Affidavit ( ) ....................... $.
Extra Pages ( ) .............. $..
Codicil
JCP Fee
Inventory & Tax Forms ............. $.
Other ...................................... $
TOTAL ............................. $ ._
10.00
- .£3.c,3-
5.00
Attorney: Jacclueline A Kelly, Jan L. Brown & Associates
I.D. No: 91973
Address: 845 Sir Thomas Court, Suite 12
Harrisbur~l PA 17109
Telephone: 717-541-5550
DATE FILED:
RW-7A
January 21, 2004
Register of Wills
One Courthouse Square
Carlisle PA 17013
Re: Estate ofMarlet Kapp
626 Hummel Ave
Lemoyne PA 17043
To Whom It May Concern:
Please find the enclosed check in the amount of $143 for the estate of Marlet
Kapp. The original check turned in on Friday January 16, 2004 was for an incorrect
amount. Please void the original check. Thank you for your assistance. I apologize for
any inconvenience this has caused.
Sincerely,
Louise Kapp
Cumberland County Courthouse
Name of'Decedent: ~
Dale of Death: 12/20/2003
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Will' No.
Admin. No..2004-00056
To the Register:
I certify that notice of (beneficial interest) .estate administration required by Rule 5.6(a) of the Orphan's Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on 02/17/2004
_Name Address
Louise I. Kapp
626 Hummel Avenue
Le_.~_.g~ne
17043
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:.,
Date: 02/17/2004
Vd o,~ ~
(~gnature? '
Name: Jacqueline A. Kelly, Jan L. Brown & Associates
Address: 845 Sir Thomas Court, Suite 12
Harrisburg PA 17109
Telephone (717).- 541- 555
Capacity:
X
Personal Representative
Counsel for Personal
Representative
REV-15OO ~X + (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 28O601
HARRISBURG, PA 17128-0601
Z
Z
0
REV-I$O0
INHERITANCE TAX RETURN
RESlBENT BECEBENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Kapp, Marlet R.
DATE OF DEATH (MM-DD~Year) I DATE OF BIRTH (MM-DD-Year)
12/20/2003 I 11/26/1919
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
OFFICIAL USE ONLY
FILE NUMBER "
SOCIAL SECURITY NUMBER
7 1 4- 1 8-1 4 4 2
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
r~l. Original Retum
E~]4. Limited Estate
[~6. Decedent Died Testate (Attach copy of Will)
[~9. Litigation Proceeds Received
[] 2. Supplemental Retum
"-] 4a. Future Interest Compromise (date or,em a~ter12.12-82)
E~]7. Decedent Maintained a Living Trust (Attach copy of Trust)
--] 10. Spousal Povert,j Credit (date of death between 12-31-91 and 1.1-95)
] 3. Remainder Retum (dateofdeath priorto 12-13-82)
[--'~ 5. Federal Estate Tax Return Required
__ 8. Total Number of Safe Deposit Boxes
[] 11. Election to tax under Sec. 9113(A) (Attach Sch O)
NAME
Jacqueline A. Kelly
FIRM NAME {If Applicable)
Jan L. Brown & Associates
TELEPHONE NUMBER
717-541-5550
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
r-'l Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
COMPLETE MAILING ADDRESS
845 Sir Thomas Court, Suite 12
Harrisburg
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
49,728.42
PA 17109
OFF~DSE ONLY
(;; .~.:,
(8)
49,728.42
2,268.00
(11)
(12)
(13)
(14)
2,268.00
47,460.42
47,460.42
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
47,460.42 x 0.0 (15)
x ~ (16)
x .12 (17)
x .15 (18)
(19)
0.00
0.00
Decedent's Complete Address:
STREET ADDRESS
626 Hummel Avenue
CITY
Lemoyne
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
ISTATE PA I ziP 17043
(1)
Total Credits ( A + B + C ) (2)
0.00
3. InterestJPenalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page I Line 20 to request a refund (4) 0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ........................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ........................................ [] []
c. retain a reversionary interest; or ...................................................................................................... [] []
d. receive the promise for life of either payments, benefits or care? ............................................................. [] []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ............................................................................................... [] []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
e nder penalti.es of perjury, I declare that I have examined this return, includin~ accompanying schedules and statements ~ to the best of my knowledge and belief, it is true, correct and complete.
c aration of preparer other than the personal representative is based on all ~nformation of which preparer has any knowledge.
SIGNATURE OF P,~K"~ON R, ESPONSIBLE FOR FILING I~E.'I'URN DATE
ADDRESS 626 Hummel Avenue
Lemoyne PA 17043
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
ADDRESS ~/845 ~'ir Thomas Court, Suit~ i~ ~
Harrisbur~
DATE
PA 17109
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. {}9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. {}9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. {}9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. {}9116(1.2) [72 P.S. {}9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. {}9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1508 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
KaDD. Marlet R,
FILE NUMBER
Include the proceeds of litigation and the date the proceeds were received by the estate.
All prope~'y jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. PNC Bank checking account #5140032816 49,728.42
TOTAL (Also enter on line 5, Recapitulation) $ 49,728.42
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
KaDD. Marlet R.
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Minister fees 75.00
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s)
Social Secudty Number(s)/EIN Number of Personal Representative(s)
Street Address
c~, State
Year(s) Commission Paid:
Attomey Fees Jan L. Brown & Associates
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Zip
Street Address
City State Zip
Relationship of Claimant to Decedent
Probate Fees Register of Wills, Cumberland County
Accountant's Fees Preparation of final income tax return
Tax Return Preparer's Fees
2,000.00
143.00
50.00
TOTAL (Also enter on line 9, Recapitulation) $ 2,266.00
(If more space is needed, insert additional sheets of the same size)
REV:1513 EX + (9~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
KaDD. M~ rlet R.
NUMBER
[.
1.
II.
1.
1.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distdbutions, and transfers under
Sec. 9116 (a) (1.2)]
Louise I. Kapp
626 Hummel Avenue
Lemoyne, PA 17043
FILE NUMBER
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
spouse
AMOUNT OR SHARE
OF ESTATE
100%
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
Register of Wills, Cumberland County
Estate of Marlet R. Kapp
also known as
INVENTORY
Marlet R. Kapp
Louise I. Kapp, Personal Representative
, Deceased
No. 2004 00056
Date of Death 12/20/2003
Social Security No. 714-18-1442
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory, lANe
verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Name of
Attorney:
I.D. No.:
Address:
Jacclueline A. Kelly
91973
845 Sir Thomas Court, Suite 12
Harrisbur~l PA 17109
Personal Representative:
Louise I. Kapp
626 Hummel Ave., Lemoyne, PA 17043
Dated 3/25/2004
Telephone: 717-541-5550
Description
PNC Bank checking account #5140032816
(Attach Additional Sheets if necessary)
Total
Value
49,728.42
49,728.42
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
RW-4
BUREAU OF INDIVIDUAL TAXES
TNHERTTANCE TAX DTVZS/ON
DEPT. 280601
HARRISBURG, PA 171Z8-0601
COHMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT] ALLO#ANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-iSiS7 EX AFP (02-03)
'O4
JACQUELINE A KELLY
JAN L BROWN & ASSOCS
8q5 SIR THOMAS CT 1ZC ..
Hag PA
DATE 05-Zq-ZOOq
ESTATE OF KAPP
DATE OF DEATH 1Z-ZO-ZO0$
FILE NUMBER 21 0q-0056
COUNTY CUMBERLAND
ACN 101
I Aaoun( Raai~ad
MARLET R
HAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KAPP HARLET R FILE NO. 21 0~-0056 ACN 101 DATE 05-Zq-ZO0~
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es~a~e (Schedule A) (1)
2. S~ocks and Bonds (Schedule B) (2)
5. Closely Held S~ock/Per~nership Interest (Schedule C) (5)
q. Mortgages/No,es Receivable (Schedule D) (q)
5. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) ($)
6. Jointly Owned Proper~y (Schedule F) (6}
7. Transfers (Schedule G) (7)
8. To,al Asse*s
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Misc. Expanses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10).
11. To,al Deductions
12. Net Value of Tax Re~urn
q9,,728
.~2
O0
00 NOTE: To insure proper
O0 credit to your account,
O0 subai~ ~he upper portion
O0 of this fora with your
~ax payment.
00
2,268.00
(e) ~9,728.q2
.0O
(11) 2.2&8. O0
(12) q7,~60 .~2
15.
NOTE:
Charitable/governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) .00
Ne~ Value of Es~a~e Sub~ec~ ~o Tax (lq) q7, q60. q2
Zf an assessment was lssued previously, lines 14, 15 and/or 16, 17, 18 and 19 ~11
reflect figures that lnclude the total of ALL returns assessed to date.
(15) q7,q60.qZ x O0 = .00
(16) .00 x OqS= .00
(17) .00 x 12 = .00
(18) .00 x 15 = .00
(19)= . O0
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE[
INTEREST AND PEN.
TOTAL DUE
ASSESSMENT OF TAX:
15. Amount of Line lq a'l: Spousal ra~a
16. Aaoun~ of Line lq ~axable a~ Lineal/Class A ra~a
17. Aaoun~ of Line lq at Sibling ra~a
18. Aaoun~ of Line lq ~axabla a~ Collateral/Class B ra~e
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT
DATE NUMBER INTEREST/PEN PAID (-)
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REIIUZRED.
ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR)] YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION:
Estates of decedents dying on ar before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class D (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Comaonaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the laaful Class B (collateral) rata on any such futura interest.
PURPOSE OF
NOTICE:
PAYHENT:
REFUND (CR):
OBJECTIONS:
ADNIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit mith your payment to the Register of Hills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF HILLS, AGENT
A refund of a tax credit, which ems not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS15). Applications ara available at the Office
of the Register of #ills, any of the 25 Revenue District Offices, or by calling the special Z4-hour
answering service for forms ordering: 1-800-562-2050; services for taxpayers with special hearing end / or
speaking needs: 1-800-447-5020 (TT only).
Any party in interest not satisfied with the appraisement, allowance) or disallowance of deductions) or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 28[02[, Harrisburg, PA [?128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA DeparfJaent of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (5) calendar months after the decedant's death, a five percent (52) discount of
the tax paid is allowed.
The 152 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 aenesty period. This non-participation
penalty is appealable in the same manner and in the the same tiaa period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (62) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January [, [982 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 Z004 ara:
Interest Daily Interest Daily Interest
Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~ 202 .000548 ~8-1991 112 .000501 ~ 92 .O00Z~?
1985 162 .000458 1992 92 .000247 ZOOZ 62 .000164
198~ 112 .000501 1993-1994 72 .000192 2005 52 .000157
1985 132 .000356 1995-1998 92 .000247 2004 4Z .000110
1966 102 .00027~ 1999 7Z .000192
1987 lOX .000274 2000 72 .000192
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELTNQUENT X DAILY 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 be calculated.
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: Marlet R. Kaoo
Date of Death: 12/20/2003
Will No. 2004-00056
Admin. No.
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.
account with the Court?
Did the personal representative file a final
Yes No X
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 X
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:
/____ j;;- iJS
;;f~
Signature
~-:
I<~
Louise I. Kaoo
Name (Please type or print)
626 Hummel Avenue
Lemovne PA 17043
Address
E-
o
( 717 ) 7639878
Tel. No.
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Capacity :
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Counsel for personal
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