HomeMy WebLinkAbout04-0364PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Madeline B. Shanks No.
also known as To:
Social Secudty No. 486-05-6830
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner, who is 18 years of age or older and the sole remaining executrix named in the last will of
the above decedent, dated November 17, 1999, and co-executor, Peggy L. Daniel, having executed a renunciation
on the day of April, 2004.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal
residence at 11 Abbey Court, Carlisle, PA 17013.
Decedent, then 92 years of age, died March 30, 2004, at HCR-Manor Care-Carlisle, 940 Walnut Bottom
Road, Carlisle, PA 17013.
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after
execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: None
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: 11 Abbey Court, South Middleton Township,
Cumberland County, Pennsylvania
(one-third interest)
$ 298,000.00
$
36,666.67
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will an~. codicil(s)~resented
herewith and the grant of letters testamentary thereon.
Sign at..~a~d Residence(~}f~iti~,n~r(s)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA :
: SS
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 p~ .r,~OJnal representative(s) of the above decedent petitioner(s) will
well and truly administer the estate according to law.
Sworn to or affirmed and subscribed ~"
before me this~.~_z'/Jday of . L/t/ "~ [ ,fi] ' { ] ///~/ '-
/' -- f ' Rc~i~-er - -/ Signature(s)
PETITION FOR PROBATE and GRANT OF LETTERS
fl]SO ~Wtt as
The petition
Your petitionerl
in the last wilt of the
and codicil(s) dated
No.
To:
Register of Wills for the
., Deceased. County of
No. Commonwealth of Pennsylvania
the undersigned respectfully represents that:
who is/are 18 years of age or older an the execut ove decedent, dated
in the
(state circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at in Col
last'family or principal at
Pennsylvania, with
at
Decendent, then
(list
years
number and muncipality)
Except as follows, decedent did not marry,
after execution of the will offered for probate;
incompetent:
Decendent at death owned property with estimated follows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property ~n fia $
(If not domiciled in Pa.) Personal property $
Value of real estate in Pennsylvania $
situated as follows:
not have a child born or adopted
not the vict of a killing and was never adjudicated
WHEREFORE, petitioner(s)
presented herewith and the grant
theron.
request(s) the of the last will and codicil(s)
(testamentary; adminisl c.t.a.; administration d.b.n.c.t.a.)
COMM~
OF
OF PERSONAL REPRESENTATIVE
OF PENNSYLVANIA ~ ss
tru
t~
is) above-named swear(s) or affirm(s) that the statements in the foregoing
correct to the best of the knowledge and belief of petitioner(s) and that as
of the above decedent petitioner(s) will well and truly administer the estate according to
Sworn to or
before me this
affirmed and
subscribed
day of
Register
are
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
RENUNCIATION
In Re Estate of Madeline B. Shanks, Deceased.
To the Register of Wills of Cumberland County, Pennsylvania.
The undersigned, Peggy L. Daniel, daughter of the above-named decedent, hereby
renounces the right to administer the Estate and respectfully asks that Letters Testamentary be
issued to my sister, Madelyn A. Kauffman.
WITNESS her hand and seal this ~2'"~ day of April, 2004.
324 South Smedley Street
Philadelphia, PA 19103
COMMONWEALTH OF PENNSYLVANIA ......
OF ,,~__..~t:~., &z_,.//'/~'d~ ..-~'~' .: SS .~
COUNTY
On the c~f ' day of April, 2004, before me, the undersigned officer, a Notary
Public, personally appeared Peggy L. Daniel, known to me or satisfactorily proven to be the
person whose name is subscribed to the within instrument, and acknowledged that she executed
the foregoing for the purpose therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and official seal.
~-OTARY PUBLIC-
his 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 original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 1032~31a
No.
Local Registrar
HAR $ l 200,~
Date
m05.,43 I~v. 2m7 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS ~-~ ~,
,.t CERTIFICATE OF DEATH ' 1k3 * '
Madel~e B.
,. 92
.. Qant~rland
,,~ Hcmsmaker
940 Walnut Bottcm Road
Carlisle, PA 17013
Shanks I" F I' 486 -- 05 _ 6830 I, March 3~, '2004
I [ I 10/5/1911 [ ,~ookf~eld, / .... [] t~,,U ~ I~_
I ~ I,. I,* mlssour:l. [k ' ~' [~'"" ~ ~:=-.-- [] ~-..;,) []
~. th Middleton ManorCare Nursing Hctae ,.~':~"~"~'~'~' ' ,~ White
,,,. Her o~n lac:me 12,.,~ I "'~'*" I..Wi~d
~:,u~. ,,.~,. ~ -~.~ ~..~,~, South
Alexander MacDonald
,~;,;:-.:z..-s~u~rr,_:-.;.~ ,,. Claire Laforte
~Madelyn A. Kauffman INFO~I&4ANT'$tAAI[J4GAI~OflE~(~
]~ 18 Dulles Drive West; Camp Hill, PA 17011
~'~'~ ~- ~l"'-Vl/2004 I,,~st Harrismrg ~Cr~. ~ Harrisburg, PA
~~~~ ~~
- ~ ~/~;~ ~ I ~., .... ~.,. ~.,. _ _
~::.-:~: I'~[ ~ ~ I~"~~(~'~.~') I~t..~m~E~ ' --
, ....................................................
F:\FILES~DATAFILE\WILLS\9976.wil
LAST WILL AND TESTAMENT
I, MADELINE B. SHANKS, of South Middleton Township, Cumberland County,
Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and
declare this to be my Last Will and Testament, hereby revoking any and all former Wills or
Codicils by me made.
I direct that all my legally enforceable debts, funeral expenses, testarr~ rrtary e~enses~_~
all inheritance taxes (whether such taxes may be payable by my estate or
prope~) shall be paid ~om my residu~ estate as soon as practicable after my de~se and aS
pa~ of the adminis~ation of my estate. My Executors shall have no du~ or obligation to obtain.
reimbursement for any such tax so paid, even though on proceeds ofinsur~ce or oth~prop~ ~.
not passing under this Will.
1 give, devise and bequeath all of my estate, both real and personal property, in equal
shares, unto my daughters, PEGGY L. DANIEL and MADELYN A. KAUFFMAN, absolutely.
3.
In the event either of my said daughters shall predecease or fail to survive me by thirty
(30) days, then her share shall be distributed unto my remaining daughter.
4.
In the event both of my said daughters shall predecease or fail to survive me by thirty (30)
days, then I give, devise and bequeath all of my estate, both real and personal property, unto ST.
PATRICK CATHOLIC CHURCH, Carlisle, Pennsylvania.
o
I nominate, constitute and appoint my said daughters, PEGGY L. DANIEL and
MADELYN A. KAUFFMAN, or the survivor of them, as Executors of my estate.
Page 1 of 3 Pages
M.B.S.
o
I direct that my Executors shall not be required to file a bond to secure the faithful
performance of their duties in any jurisdiction.
7.
I authorize and empower my Executors, in their sole and absolute discretion, to purchase
or otherwise acquire and retain any investments of which I die seized or any real or personal
property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant
options in regard to any or all property of any kind forming a part of my estate for such terms
and such prices as they may deem advisable; to borrow money for any purposes connected with
the protection and preservation of my estate; to mortgage or pledge any real or personal property
forming a part of my estate or to join in or secure the partition of same; to compromise any
claims or demands of my estate against others or of others against my estate; to make
distribution in kind and to cause any share to be composed of cash, property or undivided
fractional shares in property different in kind from any other share; and to execute and deliver
such instruments as may be necessary, to carry out any of these powers. In addition, ! direct that
my Executors shall have the power to conduct an inventory of any safe deposit box necessary
to the administration of my estate.
IN WITNESS WHEREOF I have hereunto set my hand and seal this [ '7 '/~ day of
~r~er~ 1999.
Ma&line B. Shanks
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix,
as and for her Last Will and Testament, in the presence of us, who at her request, have hereunto
subscribed our names as witnesses thereto, in the presence of the said Testatrix and of each other.
Page 2 of 3 Pages
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
SS.
I, Madeline B. Shanks, 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.
Madeline B. Shanks
Sworn or affirmed to and acknowledged before me by Madeline B. Shanks, the Testatrix, this
day of ~F~r~c.g,..~ ,
Notary Public
COMMONWEALTH OF PENNSYLVANIA )
'SS.
COUNTY OF CUMBERLAND )
NOTARIAL SEAL I
CORRINE L. MYERS, Notary Public
Carlisle Boro, CumberlandCounly
My Commission Expires May 27, 2003
the witnesses whose~ames are sighed to the attached or foregoing instrument, being duly qua~4k~ed
according to law, do depose and say that we were present and saw Madeline B. Shanks, the Testatrix,
sign and execute the instrument as her Last Will; that the Testatrix signed willingly and that the
Testatrix executed it as her free and voluntary act for the purposes therein expressed; that each of
us, in the heating 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 before me this )'~/J&day of ]~)~
N o"l~-y Public
Page 3 of 3 Pages
NOTARIAL SEAL
C~OR..~.NE_ L. MY_ERS, No,ary Pubic
My L;ommission~Ma¥ 27, 2003
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent:
Date of Death:
Will No.
Admin. No.
Madeline B. Shanks
March 30,2004
2004-00364
21-04-0364
TO THE REGISTER:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules
was served on or mailed to the following beneficiaries of the above captioned estate on April 19,
2004:
Name Address
Peggy L. Daniel 324 S. Smedley Street
Philadelphia, PA 19103
Madelyn A. Kauffman 18 Dulles Drive West
Camp Hill, PA 17011
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
ROBERT P. KLINE, ESQUIRE
714 Bridge Street
Post Office Box 461
New Cumberland, PA 17070-0461
(717) 770-2540
Attorney for Madelyn A. Kauffman, Executrix of
the Estate of Madeline B. Shanks
Estate of Madeline B. Shanks,
Deceased
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
INVENTORY
No. 21-04-0364
Date of Death: March 30, 2004
Social Security No. 486-05-6830
Personal Representative of the above Estate, deceased, verifies 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 of the Commonwealth of Pennsylvania except that which
appears in a memorandum at the end of this Inventory. I verify that the statements made in this
Inventory are true and correct. I understand that false statements herein are made subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Attorney:
Robert P. Kline, Esquire
I.D. No.: 58798
Address: 714 Bridge Street
Post Office Box 461
New Cumberland, PA 17070
Telephone: (717) 770-2540
Made'tyn A. ,K~auf~rha'n; ~x~j, ix .i ,"
18 Dulies Dr!~e West ' c'
Camp Hill, PA 17011
(717) 732-96-91
Description
Dated:
Value
31,893.64
224,478.01
25,676.06
27,203.79
65.00
164.00
14,536.49
Total: 324,016.99
1. M&T Bank Check Account #481890
2. M&T Bank Savings Account #015004198191105
3. M&T Bank Certificate of Deposit
#031003908164103
4. Waypoint Bank Savings Account #8000037621
5. Homeowners Insurance Refund from K.R.
MacDonald, Inc.
6. Tri-State Imaging Refund
7. Cecil & Helen Scanlon Trust Distribution
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 0O4059
KLINE ROBERT P
714 BRIDGE STREET
P.O. 461
NEW CUMBERLAND, PA
17070
........ fold
ESTATE INFORMATION: SSN: 486-05-6830
FILE NUMBER: 2104-0364
DECEDENT NAME: SHANKS MADELINE B
DATE OF PAYMENT: 06/1 7/2004
POSTMARK DATE: 06/1 5/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 03/30/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $15,039.05
TOTAL AMOUNT PAID:
$15,039.05
REMARKS:
SEAL
CHECK# 2568
INITIALS' JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
ROBERT P. KLINE, ESQ.
June 16, 2004
Glenda Famer-Strausbaugh, Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re~
Estate of Madeline B. Shanks
No. 21-04-364
Dear Glenda:
Enclosed with this letter you will find a check payable to "Register of Wills,
Agent" in the amount of $15,039.05, representing a prepayment of the inheritance tax due
on the above-referenced estate. Please forward a receipt to my office at your earliest
opportunity. I expect that an inheritance tax return will be filed in this matter within the
next month.
,,~I~ yours,
Robert P. Kline, Esquire
RPK/srf
Enclosure
cc: Madelyn Kauffman
~IOLI Vd 'OlS!I~o
o.renbS osnoql.moo au0
osnoqlanoo Xlunoo ptrel.~oqumo
SlI!A~ oto :~ols.ti~oH 'q~n~qsne.~lS_.~ouxed ePUOi9
COMMONWEALTH OF PENNSYLVANIA
DEPAR'RMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I OFF'iCiAL :.JS!'=': ONLY
FILE NUMBER
21
J COUNTY CODE
04 00364
YEAR NUMBER
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Shanks, Madeline B. 486- 05- 6830
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED I. DUPLICATE WITH THE
03/30/2004 10/05/1911 REGISTER OF WILLS
~fllF ^PPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
[] 1. OriginalRetum [] 2. SupplementalReturn [] 3. Remainder Retum (date of death pdor to12-13-82)
[] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after [] 5. Federal Estate Tax Return Required
12-12-82)
[] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach __ 8. Total Number of Safe Deposit Boxes
of Will) copy of Trust)
j[] 9. Litigation Proceeds Received [] 10 Spousal Poverty Credit (date of death between [] 11. Election to tax under Sec. 9113(A) (Attach Sch O)
12-31-91 and 1-1-95) ~
i AME COMPLETE MAILING ADDRESS
Robert P. Kline
~ (~ 714 Bridge Street
Kiine Law Office P.O. Box 461
tELEPHONE NUMBER New Cumberland, PA 17070
717/770-2540
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)
[] 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)
None
None
None
None
323,647.16
35,475.65
None
6,458.59
873.59
OF'~:ICJAL LJSE
(8)
359,122.81
7,332.18
351,790.63
351,790.63
(11)
12. Net Value of Estate (Line 8 minus Line 11)
(12)
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)
(13)
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate, x .00
or transfers under Sec. 9116(a)(1.2)
16.Amount of Line 14 taxable at lineal rate 3 5 1,790.63 x .045
(15)
(16)
15,830.58
15,830.58
17. Amount of Line 14 taxable at sibling rate
x .12 (17)
18. Amount of Line 14 taxable at collateral rate
x .15 (18)
19. Tax Due
20. []
(19)
Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
CITY
940 Walnut Bottom Road
Carlisle STATE PA ZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
15,039.05
791.53
Total Credits (A + B + C) (2)
3. Interest/Penalty 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. (4)
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
15,830.58
15,830.58
0.00
0.00
0.00
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.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of
preparer other than the personal representative is based on all information of which preparer has any knowledge.
URE OF PERSON I~-SPONSIB~E FOR FILING RET~j~N ADDRESS
. A..Kauffm~l / / ~/I ·
18 Dulles Drive West
Camp Hill, PA 17011
DATE
~ATE
SIGNATURE OFP~ OTHER THAN REPRESENTATIVE ADDRESS 714 Bridge Street DATE
P.O. Box 461
New Cumberland, PA 17070 ~.a ~ ) ~
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 decedenrs 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.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANtA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Shanks, Madeline B. 21 - 04 - 00364
Include the .proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
M&T Bank checking account #481890
M&T Bank savings account #015004198191105
M&T Bank certificate of deposit #031003908164103
Waypoint Bank savings account #8000037621
Homeowners insurance refund fi-om K.R. MacDonald, Inc.
Tri-State Imaging refund
Cecil & Helen Scanlon Trust distribution
TOTAL (Also enter on Line 5, Recapitulation)
31,893.64
224,478.01
25,676.06
27,203.79
65.00
164.00
14,166.66
323,647.16
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Shanks, Madeline B. 21 - 04 - 00364
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A Peggy L. Daniel
B Madelyn A. Kauffman
324 South Smedley Street
Philadelphia, PA 19103
18 Dulles Drive West
Camp Hill, PA 17011
Daughter
Daughter
JOINTLY OWNED PROPERTY:
DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM LETTER DATE Include name of financial institution and bank account number DATE OF DEATH DECD'S VALUE OF
NUMBER FOR JOINT MADE or similar identifying number. Attach deed for jointly-held realVALUE OF ASSET iNTEREST DECEDENT'S INTEREST
TENANT JOINT estate.
1 10/13/1994 11 Abbey Court, Carlisle, PA 17013; Parcel 106,428.00 33.333°A 35,475.65
#40-24-0759-001 (Assessed Value $101360 x 1.05
CLR = 106428.00) copy of deed attached
TOTAL (Also enter on line 6, Recapitulation) 35,475.65
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCI-EDULE H
~EXPENSES&
ESTATE OF FILE NUMBER
Shanks, Made]ine B. 2! - 04 - 00364
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
Bo
FUNERAL EXPENSES:
Ewing Brothers Funeral Home, Inc., 630 S. Hanover St., Carlisle, PA 17013
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
Year(s) Commission paid
Attorney's Fees Kline Law Office -- Robert P. Kline
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
Probate Fees Register of Wills
The Sentinel
Cumberland Law Journal
Accountant's Fees
State Zip
Tax Return Preparer's Fees
Other Administrative Costs
TOTAL (Also enter on line 9, Recapitulation)
3,404.00
2,500.00
398.00
81.59
75.00
6,458.59
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
Shanks, Madeline B. 21 - 04 - 00364
Include unreimbumed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
HCR ManorCareCarlisle 372, Carlisle, PA 17013
Met-Ed account # 10-00-20-0546-8-8
M&T Bank (US Treasury SSA claim-return)
TOTAL (Also enter on Line 10, Recapitulation)
18.00
81.59
774.00
873.59
~EV:~513 EX+ (9-00) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Shanks, Madeline B.
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21 - 04 - 00364
NUMBER
II.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Peggy L. Daniel
324 South Smedley Street
Philadelphia, PA 19103
Madelyn A. Kauffman
18 Dulles Drive West
Camp Hill, PA 17011
RELATIONSHIP TO
DECEDENT
Do Not List
Daughter
Daughter
[nter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
NON-TAXABLE DI,.'511~IBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
AMOUNT OR SHARE
OF ESTATE
one-half
one-half
F:WILES~DATAFILE\WILLS~9976. wil
LAST WILL AND TESTAMENT
I, MADELINE B. SHANKS, of South Middleton Township, Cumberland County,
Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and
declare this to be my Last Will and Testament, hereby revoking any and all former Wills or
Codicils by me made.
I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and
all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any
property) shall be paid from my residuary estate as soon as practicable after my decease and as
part of the administration of my estate. My Executors shall have no duty or obligation to obtain
reimbursement for any such tax so paid, even though on proceeds of insurance or other property
not passing under this Will.
1 give, devise and bequeath all of my estate, both real and personal property, in equal
shares, unto my daughters, PEGGY L. DANIEL and MADELYN A. KAUFFMAN, absolutely.
3.
In the event either of my said daughters shall predecease or fail to survive me by thirty
(30) days, then her share shall be distributed unto my remaining daughter.
4.
In the event both of my said daughters shall predecease or fail to survive me by thirty (30)
days, then I give, devise and bequeath all of my estate, both real and personal property, unto ST.
PATRICK CATHOLIC CHURCH, Carlisle, Pennsylvania.
5.
I nominate, constitute and appoint my said daughters, PEGGY L. DANIEL and
MADELYN A. KAUFFMAN, or the survivor of them, as Executors of my estate.
Page 1 of 3 Pages
M.B.S.
I direct that my Executors shall not be required to file a bond to secure the faithful
performance of their duties in any jurisdiction.
7.
I authorize and empower my Executors, in their sole and absolute discretion, to purchase
or otherwise acquire and retain any investments of which I die seized or any real or personal
property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant
options in regard to any or all property of any kind forming a part of my estate for such terms
and such prices as they may deem advisable; to borrow money for any purposes connected with
the protection and preservation of my estate; to mortgage or pledge any real or personal property
forming a part of my estate or to join in or secure the partition of same; to compromise any
claims or demands of my estate against others or of others against my estate; to make
distribUtion in kind and to cause any share to be composed of cash, property or undivided
fractional shares in property different in kind from any other share; and to execute and deliver
such instruments as may be necessary, to carry out any of these powers. In addition, I direct that.
my Executors shall have the power to conduct an inventory of any safe deposit box necessary
to the administration of my estate.
IN WITNESS WHEREOF I have hereunto set my hand and seal this ~ 7 '~ 'day of
~ 1999.
Madeline B. Shanks
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix,
as and for her Last Will and Testament, in the presence of us, who at her request, have hereunto
subscribed our names as witnesses thereto, in the presence of the said Testatrix and of each other.
Page 2 of 3 Pages
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
SS.
I, Madeline B. Shanks, 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 l~ee and.
voluntary act for the purposes therein expressed.
Madeline B. Shanks
Swom or affirmed to and acknowledged before me by Madeline B. Shanks, the Testatrix, this
__ day of ~ , IQr4q.
COMMONWEALTH OF PENNSYLVANIA
Not~y Public f_.,/
COUNTY OF CUMBERLAND
NOTARIAL SEAL
) CORRINE L. MYERS, Notary Public
· SS. Carlisle Boro, CumberlandCounly
My Commission E~pires Ma~/27, 2003
)
the witnesses whose~ames are sighed to the attached or foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw Madeline B. Shanks, the Testatrix,
sign and execute the instmrnent as her Last Will; that the Testatrix signed willingly and that the
Testatrix executed it as her flee and voluntary act for the purposes therein expressed; that each of
us, in the hearing and sight of the Testatrix, signed the Will as wimesses; 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 before me this )7
dayof
NoXt~y Public
Page 3 of 3 Pages
,)gq?.
NOTARIAt SEAL
, uumberlandCounlv
PARCEL I.D. NO. ~z~''~37~'~/~/
THIS DEED
MADE THE / '~- day of ~c'v{~,~
nine hundred ninety-four (1994),
in the year one thousand
BETWEEN MADELINE B. SHANKS of South Middleton Township, Cumberland
County, Pennsylvania, hereinafter referred to as "Grantor"
AND
MADELINE B. SHANKS and her daughters, PEGGY L. DANIEL, of 330
Conestoga Road, Wayne, Delaware County, Commonwealth of Pennsylvania, and
MADELYN A. KAUFFMAN, 18 Dulles Drive, West, Camp Hill, Cumberland County,
Commonwealth of Pennsylvania, hereinafter referred to as "Grantees."
WlTNESSETH, that in consideration of One Dollar ($I.00), the receipt whereof
is hereby acknowledged, the said Grantor does hereby grant and convey unto the
said Grantees, their heirs and assigns as joint tenants with right of
survivorship:
ALL THAT CERTAIN tract of land with improvements thereon
situate in South Middleton Township, Cumberland County,
Pennsylvania, being designated as Unit B-1 in a Subdivision of the
Villas in Plan Book 52, Page 124, described as follows:
BEGINNING at a point on the Northwestern corner of the
property of Unit B-2; thence along Unit B-2, South 75 degrees 47
minutes 50 seconds East 82.75 feet; thence along common area, South
14 degrees 12 minutes 10 seconds West 27.08 feet to a point; thence
along common areas, North 75 degrees 47 minutes 50 seconds West
82.75 feet to a point; thence along common areas, North 14 degrees
12 minutes i0 seconds East 27.08 feet to the Point of Beginning.
BEING designated as Unit B-i on a Subdivision Plan recorded
in Cumberland County Plan Book 52, Page 124, containing 2,241
square feet also known as I1 Abbey Court, Carlisle, Pennsylvania.
UNDER AND SUBJECT to a Declaration of Covenants and
Restrictions recorded in Cumberland County Miscellaneous Book 337,
Page 202.
BEING the same property which The Villas Associates, by its
Deed dated August 2, 1988, and recorded in the Office of the
Recorder of Deeds in and for Cumberland County, Pennsylvania in
Deed Book "M", Volume 33, Page 479, granted and conveyed unto
Emmett L. Shanks and Madeline B. Shanks, his wife, as tenants by
the entireties.
THE SAID Emmett L. Shanks died on February 9, 1993.
said Madeline B. Shanks held said parcel in tenancy by the
The
entireties with Emmett L. Shanks. Madeline B. Shanks is the
sole survivor of said tenancy.
THIS CONVEYANCE is from parent to parent and children and is therefore
exempt from realty transfer tax.
IN WITNESS WHEREOF, said Grantor has hereunto set her hand and seal the
day, month, and year first above written.
Madeline B. Shanks
COMMONWEALTH OF PENNSYLVANIA :
: S.S.
COUNTY OF CUMBERLAND :
On this, the ,/~/~ day of 0~/~.. , 1994, before me the
undersigned officer, personally appeared Madeline B. Shanks known to me (or
satisfactorily proven) to be the person whose name is subscribed to the within
instrument, and acknowledged that she executed same for the purposes therein
contained.
IN WITNESS WHEREOF, I hereunto set my hand and seal
Notary Pubhc o.~: :~':~'_~i~,
· My Comm~saon
ldo
hereby
certify that the precise r off,ce
address of the within Grantees is: 1~ Abbey Court, Carlisle, PA 17013,
'Daniel a. Sodas, d~quire
Attorney for Grantees
COMMONWEALTH OF PENNSYLVANIA :
: S.S.
COUNTY OF CUMBERLAND :
RECORDED on this ~" day of ~ , 199 ~ in
Pagethe Recorder's~, Given Office of the said County, in Deed Book l~'~lorr~¢ , Volume
~:~ . under my hand and seal of the said e, the date above
written. ~
t -~ ec~Fd~er
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Estate ofMadeline B. Shanks, No. 21-04-00364
Deceased Date of Death: March 30, 2004
Social Security No. 486-05-6830
FAMILY SETTLEMENT AND FINAL RELEASE
ESTATE OF MADELINE B. SHANKS, DECEASED
KNOW AL£ MEN BY THESE PRESENTS, that Madeline~i~Shan~
late~i~South
Middleton Township, Cumberland County, Pennsylvania, deceased, ~d testa~i~ on I'4 'at;Ch 30,
2004, having first made her Last Will and Testament, which was duly ~e~fcuted b'~ Nove~r~ 17,
1999 and probated in the O~ce of the Register of Wills of Cumberland ~.~, oOpfil l< ~2004.
WHEREAS, the said Madeline B. Shanks, by the aforesaid Last Will and Testament,
named her daughters, Madelyn A. Kauffraan and Peggy L. Daniel, as Co-Executrix of said Last
Will and Testament;
WHEREAS, the said Peggy L. Daniel renounced her fight to serve as Executrix of said Last
Will and Testament;
WHEREAS, Letters Testamentary on the Estate of the said decedent were duly issued by
the Register of Wills of Cumberland County, Pennsylvania, to the said Executrix, hereinafter called
personal representative;
WHEREAS, the personal representative has gathered the assets of the Estate of the said
decedent and the assets consist of personal and real property with the total net value of $351,790.63
as set forth in the Pennsylvania Inheritance Tax Return filed and approved by said personal
representative, a copy of which has been provided to each of the named beneficiaries of the Estate
of decedent;
IVHEREAS, Peggy L. Daniel and Madelyn A. Kauffman, daughters of the decedent, are
the sole and only heirs pursuant to the terms of the Last Will and Testament of the said decedent;
and
}VItEREAS, Peggy L. Daniel and Madelyn A. Kauffinan hereby acknowledge that they are
in receipt of a copy of the decedent's Will, the Inventory filed of record with the Register of Wills of
Cumberland County, the Pennsylvania Inheritance Tax Return filed and approved by the Execulhx
and a First and FInal Account which includes a proposed Schedule of Distribution of remaining
assets of the decedent.
NO[V, THEREFORE, Peggy L. Daniel and Madelyn A. Kauffman, being the sole and only
heirs under the Last Will and Testament of the said decedent, and being the only persons entitled to
inherit under said Last Will and Testament, do hereby acknowledge that they have this day had and
received from the aforesaid personal representative, in full satisfaction and payment of all sums of
money, legacies, bequests, and devises as are given, devised and bequeathed to each of us
respectively by the said Last Will and Testament, the amounts due to them under said Last Will and
Testament as set forth in the Schedule of Distribution; and do hereby stipulate that in order to avoid
the expense and time involved in the filing of a formal account and schedule of distribution, we
agree that no account is necessary and we do hereby agree that we do consent to distribution being
made without the filing of an account and schedule of distribution, the same to be with the same
force and effect as if they had been filed and confu'med by the Orphans' Court Division of the Court
of Common Pleas of Cumberland County, Pennsylvania.
THEREFORE, we do hereby remise, release, quitclaim and forever discharge the said
personal representative, Madelyn A. Kauffinan, her heirs, executors, administrators and assigns, of
and from the said estate and from all actions, suits, payments, accounts, reckonings, claims, and
demands whatsoever for or by reason thereof, or for any other use, matter, cause or thing
whatsoever, touching upon the Estate of the said decedent, and we do further hereby covenant and
agree that should any liability come due to the estate of the said decedent after the signing of this
Agreement, we do hereby covenant and agree that we will contribute to the Estate to satisfy any and
all claims, demands, suits, or causes of action which may be successfully prosecuted against the
said Estate or the aforesaid personal representative after the signing, sealing and delivery of this
Family Settlement Agreement and Final Release.
IN WITNESS WttEREOF, we have hereunto set our hands and seals the day and year
noted below.
Date
D~te
and Testament of Madeline B. Shanks,
Deceased
IN RE: : IN THB COURT OF COMMON PLBA8 OF
LEONA C. McCRARY, : CUMBERLAND COUNTY, PENNSYLVANIA
an alleged Incapacitated :
person .' ORPHANS' COURT DIVI81ON
..
= NO. 2t - 04 - 0464
ORDER
BUREAU OF INDIVIDUAL TAXES
ZNHERTTANCE TAX DTVTSZON
DEPT. 280601
HARRTSBURG.. PA 17128-0601
COMMONNEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE. TAX
APPRAZSENENT, ALLO#ANCE OR DZSALLOHANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-I~i? EX AFP (01-03)
ROBERT P KLINE
71q ~RIDGE ST
NEN CUNBERLAND
PA 17070
DATE 08-09-200q
ESTATE OF SHANKS
DATE OF DEATH 05-$0-200~
FILE NUMBER 21 0~-056~
COUNTY CUMBERLAND
ACN 101
Amount Remitted
MADELINE B
MAKE CHECK PAYABLE AND RENZT PAYMENT TO:
REGISTER OF NILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG TH'rS LXNE ~ RETAIN LONER PORT'tON FOR YOUR RECORDS *-~
REV-1547 EX AFP (01-03) NOTXCE OF XNHERXTANCE TAX APPRAXSEMENT, ALLONANCE OR DXSALLONANCE OF DEDUCTXONS AND ASSESSMENT OF TAX
ESTATE OF SHANKS MADELTNE B FXLE NO. 21 04-056q ACN 101 DATE 08-09-200~
TAX RETURN NAS: (X) ACCEPTED AS FXLED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2),
$. Closely Held Stock/Partnership Interest (Schedule C) ($)
q. Mortgages/Notes Receivable (Schedule D) (q)
$. Cash/Bank Deposits/Misc. Personal Property (Schedule E) ($)
6. Jo/ntly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adm. Costs/M/sc. Expanses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
11. Total Deduct/ohs
12. Nat Value of Tax Return
525/6q7.16
551q75.65
.00
.00 NOTE: To insure proper
.00 credit to your account,
.00 submit the upper port/on
.00 of this form with your
tax payment.
875.59
(11) 7,332.18
(12) 551,790.63
13.
NOTE:
ASSESSMENT OF TAX:
15. Amount of Line lq at Spousal rata
16. Amount of Line lq taxable at Lineal/Class A rata
17. Amount of L/ne lq at S/bl/ng rata
18. Amount of L/ne lq taxable at Collateral/Class B rata
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECETpT Dz.~COUNT (+)
DATE NUHBER INTEREST/PEN PAID (-)
06-15-ZOOq CD00q059 791.55
(15)
(16)
(17)
(18)
Char/table/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15)
Nat Value of Estate Subject to Tax (lq)
If an assessment was issued previously, lines 14, 15 and/or 16,
reflect figures that include the total of ALL returns assessed to date.
TOTAL TAX CREDIT
BALANCE OF TAX DUEI
ZNTEREST AND PEN.
TOTAL DUE
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
15,850.58.00.00.00 1~_~/
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
559,122.81
.00
551,790.63
17, 18 and 19 t~ill
(8)
6,q58.59
RESERVATION:
Estates of decedents dying on or before December 1Z, 19BI -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
[ifa or for years, the Coaaoneealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the tawful CZass B (collateral) rate on any such future interest.
PURPOSE OF
NOT[CE:
PAYMENT:
REFUND [CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section Zl~O of the Inheritance and Estate Tax Act, Act Z3 of 2000. (72 P.S.
Section 91q0).
Detach the top portion of this Notice and submit eith your payment to the Register of Hills printed on the reverse side.
--Make check or money order payable to: REGISTER OF MILLS, AGENT
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-iS13). Applications ara available at the Office
of the Register of Hills, any of the 23 Revenue District Offices, or by calling the special Iq-hour
anseering service for forms ordering: 1-800-~62-Z050~ services for taxpayers eith special hearing and / or
speaking needs: 1-BOO-qq7-3OEO (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
af tax (including discount or interest) as sheen 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. ZBiOZ1, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. lB0601, Harrisburg, PA 17liB-0601
Phone (717) 787-6S0S. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an expIanation of administratively correctabIe errors.
If any tax due is paid within three (3) caIendar months after the decedent's death, a five percent (SI) discount of
the tax paid is allowed.
The iSZ tax amnesty non-participation penalty is computed on the totaI of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning eith first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes ehich became delinquent before January 1, 198Z bear interest at the rate of
six (6g) percent per annum calculated at a dally rate of .OOOl6q. 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 applicabZe interest rates for 198Z through 200q are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~ 20Z .O005q8 T~-1991 iXZ .O0030X ~'~ 9Z ,OOOZq7
1983 16Z .O00q~8 199Z 9Z .0002~7 2002 6Z .O0016q
19Bq llZ .000301 1993-199q 7Z .O0019Z 2003 5Z .000137
1985 13Z .000356 1995-1998 9Z .O00Z~7 ZO0~ ~Z .O001lO
1986 log .OOO27q 1999 7Z .OOO19Z
1987 IOZ .OOOZTq EOOO 7Z .00019Z
--interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY 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.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death: ~~%%
Will 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:
State whether administration of the estate is complete:
Yes~ No__
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes__ 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
Cerk of the Orphans' Court and mayj0~~ed to this report.
Date: '~ ~_F~ ~ ~ ~ ~-------~'
' Signature
Name (Please type or print)
.~../3 Address
Tel. No.
(MAH:rmf/AM3)
Capacity:
Personal Representative
Counsel for personal
representative