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HomeMy WebLinkAbout02-1080!'~- IGLU--_~ \, BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISIDN DEPT. 280601 HARRISBURG, PA 17128-0601 MARYLN L HARTSOCK 576 ARIEL COURT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT ALLONANCE OR DISALLONANCE OF DEDUCTION AND ASSESSMENT OF TAX ON JOINTLY 'MELD OR TRUST ASSETS ~i','. .. ... ~ .. .>> MECHANICSBURG PA 1:7055 _, RFY-1548 EX AFF f01-BY) DATE 12-02-2002 ESTATE OF MELL HUGH A DATE OF DEATH 06-22-2002 FILE NUMBER o~/-d,Z- /~~~ COUNTY CUMBERLAND SSN/DC 174-20-9646 ACN 02140504 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -~ ---------------------------------------------------------------------------------------------------------------- REV-1548 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 12-02-2002 ESTATE OF MELL HUGH A DATE OF DEATH 06-22-2002 COUNTY CUMBERLAND FILE N0. S.S/D.C. N0. 174-20-9641 ACN 02140504 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT N0. 175105-11 TYPE OF ACCOUNT: ( ) SAVINGS ( ~ CHECKING ( ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 04-28-1998 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 554.99 X 0.500 277.50 6,828.95 .00 X .45 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ^ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN 51, 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. ) PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF Cumberland Estate of Hugh A. Mell also known as Deceased COUNTY, PENNSYLVANIA File Number CSI ' `"'- ~/v~ Social Security Number 174-20-9646 Petitioner(s), who is/aze 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW.) A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is / aze the last Will of the Decedent dated 9-3-1998 and codicil(s) dated in the _ ~, State relevant circumstances, e. ~ x - g., renunciation, death of executor, etc.) `~ iV rr~ W Except as follows, Decedent did not marry, was not divorced, and did not have a child bom or adopted after execution~f ~ a~itrumet~t s) offhred'~-` for probate, was not the victim of a killing and was never adjudicated an incapacitated persori: ~ ? ~_ ~ -Q --1 W - B. Grant of Letters of Administration ~~ N (If applicable, enter: c.t.a; d.b.n.c.t.a.; pendente life; durante absentia; durante minoritate) Petitioner(s) after a proper search has /have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: (If Administration, c.t.a. or d.b.n.c.t.a., enter date of Will in Section A above and complete list ofheirs.) (COMPLETE INALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his /her last principal residence at Forest Park Health Center in Carlisle PA 17013 (List street address, tawr/city, township, county, state, zip code) Decedent, then 75 years of age, died on 6-22-2002 at Forest Park Health Center in Carlisle, PA 17013 Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $ 554.00 (If not domiciled in PA) Personal property in Pennsylvania $ 0.00 (If not domiciled in PA) Personal property in County $ 0.00 Value of real estate in Pennsylvania $ 3,000.00 situated as follows: Columbia Township, Bradford County, Pennsylvania 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: Si lure T ed or rrinted name and residence Maryln L. Hartsock of 576 Ariel Court, Mechanicsburg, PA 17055 Form RW-02 rev. 10.13.06 Page 1 of 2 L. Hartsock o~-~~~ Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA ~!~~~ Q~ ¢ ~3 P~ 3~ 20 SS COUNTY OF Cumberland , The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition aze tr~i,@or[edt ~~~Tbest of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitiot`1'e~s) willwelt ard~lj~ ' administer the estate according to law. Sigrutture of Personal Representative Signature of Personal Representative File Number: p~-I '- ~~ ~ /V 1/state of Hugh A. Mell ,Deceased Social Security Number~174n-2/0-9646 .Date of Death:6-22-2002 AND NOW, ~~ ~-~'V ~~ , ~ ~ , in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentary are hereby granted to Maryln L. Hartsock in the above estate and that the instrument(s) dated 9-3-1998 described in the Petition be admitted to probate and filed of record k~ a last ill (al d Codicil(s)) eceden FEES / - ' ,~7~ Register of ills Letters ............... $ ~~ Short Certificate(s) ........ $ ~ Attorney Signature: Renunciation(s) .. $ Duane P. Stone ~~ ~;9 . ~ .. $~~ Attorney Name: • • • $ ~ y' ~ Supreme Court LD. No.: 85715 Address: 8 N. Baltimore Street ... $ ... $ P.O. Box 696 ... $ $ Dillsburg, PA 17019 " ' $ Telephone: 717-432-2089 ... $ TOTAL .............. $ ~A:90r Form RW-02 rev. 10.13.06 Page 2 of 2 Sworn to or affirmed and subscribed 1 ~ V~ ' IVVV LAST WILL AND TESTAMENT BE IT REMEMBERED THAT I, HUGH A. MELL, a resident of Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my LAST WILL and TESTAMENT, hereby revoking any and all Wills and Codicils previously made by me. I I declare that I am married to JUANITA MELL, but we are living separate and apart and have settled all claims that either may have against the estate of the other as set forth in the Marriage Settlement Agreement dated September 3, 1998. Therefore there is no provision for JUANITA MELL in this Will. I have three (3) children, MARYLN L. HARTSOCK, born January 18, 1955, MARK A. MELL, born July 4, 1956, and GARY L. MELL, born July 30, 1957. II I direct that all my just debts and funeral expenses shall be paid from my residuary estate as soon as practicable after my decease. III I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. IV I give, devise and bequeath all my property, whether real or personal, wherever situate, including any property over which I may have a power of appointment to my three (3) children, MARYLN L. HARTSOCK, MARK A. MELL, and GARY L. MELL, in equal shares, per stirpes. V I nominate, constitute and appoint my daughter, MARYLN L. HARTSOCK as F~ J Executrix of this LAST WILL, to serve without bond. ~ ~ cv =' a:.~ ~ ~: _. __, ~. _. ~ c,a J _ 4_I t, -'-~ •• ~"~ { V IN WITNESS WHEREOF, I, HUGH A. MELL, have set my hand to this LAST WILL this ~ ~ day of ~.~=h.~ ~_ , 1998. /r 11d r- Cj Signed, sealed, published and declared by the above-named HUGH A. MELL, as and for his Last Will and Testament, in the presence of us, who, at his request and in hispresence, and in the presence of each other, have hereunto subscribed our names as witnesses. ~7a ~ ~ ~,,.5~ 2 ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND I, HUGH A. ME.., Testator, 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 as my free and voluntary act for the purposes therein expressed. ~~~ Sworn or affirmed to and acknowledged before me by HUGH A. MELL, Testator, this ~~ day of ,~'~'~u.- fi'r'' , 1998. C~ Notary Public Notari~' . _~ ~~~ Anne Carmody ; ?ublic Mechan~sburg Borc !aix! Cocnty My Commission Er ~ ~ ~ , 2002 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND We, ~• ~ ~-~'~~ l `t ~~?l-r-S and ~ ! ~/1 t~. /u -~~2c~ff~ the witnesses whose names are signed to the attached or foregoing instrument being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his LAST WILL; that HUGH A. MELL signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge, the Testator was at the time 18 years of age or more, of sound mind and under no constraint or undue influence. ~~}4, i~.~'r:c~n-~ ~~'~ _ ~y~u.. Sworn or affirmed to and acknowledged before me thit~r ~~ day of~i~li- , 1998. Public Notarial Seal 3 Anne Carmody, Notary Public Mechanicsburg Boro, Cumberland County My Commission Expires Mar. 11, 2002 INVENTORY REGISTER OF WILLS OF Cumberland COMMONWEALTH OF PENNSYLVAMA l COUNTY OF Cumberland f SS COUNTY, PENNSYLVANIA File Number (~ J ~' ~~~ _ ~ O~ Personal Representative(s) of the Estate of Hugh A. Mell deceased, depose(s) and say(s) 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 it:s 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 Inven- tory are true and correct. I understand that false state- ments herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Attorney -- (Name) Duane P. Stone DATE OF DEATH 6-22-2002 (Address) 8 N. Baltimore Street, Dillsburg, PA 17019 (Supreme Courtl.D. No.) 85715 (Telephone) 717-432-2089 LP.ST RESIDENCE Forest Park Health Center, Carlisle, PA 17013 FIGURES MUST BE TOTALED Personal property (previously accounted for in Inheritance taxes filed- ACN 02140504) Real estate in Bradford County (vacant lot) DECEDENT'S SOC. SEC. NO. 174-20-9646 554.99 3,000.00 r-- s.-~ `-~ - (`J i LJ - - . F - r - - ,,_ -t7 _;~ ~ - --J =~ -i ~ 1 y-... a (Attach additional sheets as needed) TOTAL: ~ 3,554.99 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. (See 20 Pa C.S. § 3301(6)) Form RW-09 rev. 10.13.06 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 C7 ~~ _ ~, _-.~ ...; ~ f ~"~ ~ J i ~ _' - ~~ ~~ __, Date : 02/13/2009 :~_~ _ _y STONE DUANE P ==i ~~ .. ~ =' 8 N BALTIMORE STREET r -_.. :- ' ~} .~:- DILLSBURG, PA 17019 RE: Estate of MELL HUGH A File Number: 2002-01080 Dear Sir/Madam: This notice is to serve as a reminder that the Certificate of Notice under Rule 5.6 (a) is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his councel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing is due by: 02/02/2009 Please feel free to contact this office with any questions you may have. If you have already filed your certificate, please disregard this notice. Sincerely, Glenda Farner Strasbaugh ~~ Clerk of the Orphans' Court" cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 02/13/2009 HARTSOCK MARYLN L 576 ARIEL COURT MECHANICSBURG, PA 17055 RE: Estate of MELL HUGH A File Number: 2002-01080 Dear Sir/Madam: rv c7 < -_ -~ ~~~ ~.:~ -_ a ~" f ." ~ _.~ i ~ ~,~ _ _a ,._. _ . ~. t . `_{' .. _ _r _ _-. ~~ This notice is to serve as a reminder that the Certificate of Notice under Rule 5.6(a) is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.l, for decedents dying on or after July 1, 1992, the personal representative or his councel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing is due by: 02/02/2009 Please feel free to contact this office with any questions you may have. If you have already filed your certificate, please disregard this notice. Sincerely, G e a r t aug Clerk of the Orphans' Co~ cc: File Counsel ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF IN RE: ESTATE; OF CUMBERLAND COUNTY MELL HUGH A PENNSYLVANIA NO. 21-2002-01080 NOTICE OF FAILURE TO FILE CERTIFICATION C ~ rw ~' --- ~ ~' Personal Representative: HARTSOCK MARYLN L ~ r ~ x" __, r . ~ ~ Q __ -. ~ ~, Counsel for Personal Representative: STONE DUANE P C C~`~ ~ ~` ~ a? - ' . `; Date of Grant of Original Letters: 10/23/2008 ,.,i ~ The Orphans' Court record indicates that neither the above named personal representative nor the above narned 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, is hereby given that you have ten (10) days to file the Certification Report. If the required 5.6 form is not filed in accordance with Rule 5.6(e) the Court will be notified of such delinquency and the undersign will request 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: 3/2/2009 ~~G~~LK.l~~S~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF IN RE: ESTATE OF CUMBERLAND COUNTY MELL HUGH A PENNSYLVANIA NO.21-2002-01080 NOTICE OF FAILURE TO FILE CERTIFICATION ~ ' ~ r= ri ~ Personal Representative: HARTSOCK MARYLN L ~ rn ~ - Counsel for Personal Representative: STONE DUANE P v `~~,.~,.,~ `: ' - ; '~ Date of Grant oi~ Original Letters: 10/23/2008 -o r a The Orphans' Court record indicates 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, is hereby given that you have ten (10) days to file the Certification Report. If the required 5.6 form is not filed in accordance with Rule 5.6(e) the Court will be notified of such delinquency and the undersign will request 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. Dat /~~L~~~~/~s~+J/!LPr'C.l~C~L° e 3/2/2009 Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File MAR f 6 ?pps ~ : ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: Estate of CUMBERLAND COUNTY MELL HUGH A PENNSYLVANIA N0.:21-2002-01080 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: HARTSOCK MARYLN L ~~ ~., cr~© ^> ~~ Counsel for Personal Representative: STONE DUANE P `~'~ `D -~= -i ~ :R:: -. r- =1l Date of Grant of Original Letters: 10/23/2008 ~ ~-'. ~~ R`' "' := _<"`.- Date of Delinquency Notice: `- ~ b- `~ ~.~ The undersigned, Glenda Farner-Strasbaugh, Clerk of the Orphans' Court, in accordance w 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 Clerk of the Orphans' Court 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: 3/16/2009 L~~,~~~d~b Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Judge Estate File A hearing is scheduledApri127, 2009 At 11:00 A.M. in Courtroom No. 2. If the Certification of Notice is filed prior to the hearing date, the hearing will automatically be cancelled. Edgar B. Bayley, P.J. MAR ~ 6 20(~ (~ OR-PHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: Estate of MELL HUGTI A CUMBERLAND COUNTY PENNSYLVANIA N0.:21-2002-01080 NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 5.6(e), SUPREIVTE COURT ORPHANS' COURT RULE Personal Representative: HARTSOCK MARYLN L c'~ ~.>> c.~ ~ ~:; Counsel for Personal Representative: STONE DUANE P `-~'' -~ ~, - :.~;., _``c7 :~~::: Date of Grant of Original Letters: 10/23/2008 ~ ~~~ ~~ n`' Date of Delinquency Notice: = ~" ~- - ~ -- ~~ --1 `:` The undersigned, Glenda Farner-Strasbaugh, Clerk of the Orphans' Court, 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 Clerk of the Orphans' Court 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: 3/16/2009 t~~ ~c~~rr~b Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Judge Estate File A hearing is scheduled April 27, 2009 At 11:00 A.M. in Courtroom No. 2. If the Certification of Notice is filed prior to the hearing date, the hearing will automatically be cancelled. -; Edgar B. Bayley, P.J. CERTIFICATION OF NOTICE UNDER Pa. O.C. Rule 5.6(a) Cumberland REGISTER OF WILLS COUNTY, PENNSYLVANIA Name of Decedent: Hugh A. Mell Date of Death: 6-22-2002 File Number: 2002-01080 Date Letters Granted: 10-23-2008 To the Register: I certify that Notice of Estate Administration required by Pa. O.C. Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on March 25 2009 Name: Address: Maryln L. Hartsock 576 Ariel Court, Mechanicsburg, PA 17055 Mark A. Mell 1087 Rutter Road, Halifax, PA 17032 Gary L. Mell 743 E. Mount Airy Road, Lewisberry, PA 17339 (If more space is needed, attach separate sheet.) Notice has now been given to all persons entitled thereto under Pa. O.C. Rule 5.6(a) except: Date_ ~ ` Z S.~ ~ / c-~ .~. '--- r _ . `g,_ - "- _ -. lp - `\% ~Li c:' .„_ { _ ~~-~ L:__ ` .~ ~~ •- Form RW-08 rev. 10.!3.06 V Signature of Person Filing this Form Capacity: 0 Personal Representative 0 Counsel Duane P. Stone Name of Person Filing this Form P.O. Box 696 Address 8 N. Baltimore Street, Dillsburg, PA 17019 717-432-2089 Telephone IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION PURSUANT TO Pa. O.C. Rule 5.6 THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF Cumberland ,PENNSYLVANIA IN RE: ESTATE OF Hugh A. Mell ,Deceased File Number 2002-01080 TO: Marvin L. Hartsock 576 Ariel Court, Mechanicsburg, PA 17055 (Beneficiary) (Address) Please take notice of the death of the Decedent and the grant of Letters to the personal representative(s) named below. The Decedent died on the day of June 22 2002 , a resident of Cumberland County, PA. The Decedent died: Q testate (with a will) or Q intestate (without a will). You may have a beneficial interest in the estate as follows: 1/3 of the Estate, if any. (If additional space is needed, use separate sheet) The name(s), address(es) and telephone number(s) of all personal representatives appointed are: NAME ADDRESS TELEPHONE Marvin L. Hartsock 576 Ariel Court, Mechanicsburg, PA 17055 717-697-2661 If the Decedent died testate, the will has been filed with Office of the Register of Wills of Cumberland County. If the Decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the Register of Wills of County. The Register's address is 1 Courthouse Square, Room 102, Carlisle, PA 17013 and telephone number is 717-240-6345 A copy of the Will or Petition may be obtained by contacting the Register f Wills and paying t e charges for duplication. ~®% f1~~ Date ~ ,.._ Z S ._ O / ~ ~il~L4-.Ri/ /t_l / Signahire of Person Filing this Form Duane P. Stone Capacity: Personal Representative /Q Counse] for Personal Representative Name of Person Frling this Form P.O. Box 696 Address 8 N. Baltimore Street, Dillsburg, PA 17019 717-432-2089 Telephone Form RW-07 rev. !0.13.06 IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION PURSUANT TO Pa. O.C. Rule 5.6 THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE AI~'Y MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF Cumberland ,PENNSYLVANIA IN RE: ESTATE OF Hugh A. Mell ,Deceased File Number 2002-01080 TO: Mark A. Mell (Beneficiary) 1087 Rutter Road, Halifax, PA 17032 (Address) Please take notice of the death of the Decedent and the grant of Letters to the personal representative(s) named below. The Decedent died on the day of June 22 2002 , a resident of Cumberland County, PA. The Decedent died: ~ testate (with a will) or ©intestate (without a will)- You may have a beneficial interest in the estate as follows: ll3 of the Estate, if any. (If additional space is needed, use separate sheet) The name(s), address(es) and telephone number(s) of all personal representatives appointed are: NAME ADDRESS TELEPHONE Maryln L. Hartsock 576 Ariel Court, Mechanicsburg, PA 17055 717-697-2661 If the Decedent died testate, the will has been filed with Office of the Register of Wills of Cumberland County. If the Decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the Register of Wills of County. The Register's address is 1 Courthouse Square, Room 102, Carlisle, PA 17013 and telephone number is 717-240-6345 A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication. Date 3 ~- Z $ -- ~ 9 Signa ure of Person Filing this Form Duane P. Stone Name of Person Fling this Form P.O. Box 696 Capacity: ^ Personal Representative Address /^ Counsel for Personal Representative g N. Baltimore Street, DillsburQ, PA 17019 717-432-2089 Telephone Form RW-07 rev. 10.13.06 IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION PURSUANT TO Pa. O.C. Rule 5.6 THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF Cumberland ,PENNSYLVANIA IN RE: ESTATE OF Hugh A. Mell ,Deceased File Number 2002-01080 TO: Garv L. Mell 743 E. Mount Airv Road, Lewisberrv, PA 17339 (Beneficiary) (Address) Please take notice of the death of the Decedent and the grant of Letters to the personal representative(s) named below. The Decedent died on the day of June 22 2002 , a resident of Cumberland County, PA. The Decedent died: ©testate (with a will) or Q intestate (without a will). You may have a beneficial interest in the estate as follows: 1/3 of the Estate, if any. (If additional space is needed, use separate sheet) The name(s), address(es) and telephone number(s) of all personal representatives appointed are: NAME ADDRESS TELEPHONE Maryln L. Hartsock 576 Ariel Court, Mechanicsburg, PA 17055 717-697-2661 If the Decedent died testate, the will has been filed with Office of the Register of Wills of Cumberland County. If the Decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the Register of Wills of County. The Register's address is I Courthouse Square, Room 102, Carlisle, PA 17013 and telephone number is 717-240-6345 A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying t e charges for duplication. Date - ~ S ` ~ ~- Signature of Person Filing this Form Duane P. Stone Name of Person Filing this Form Capacity: ^ Personal Representative /~ Counsel for Personal Representative P.O. Box 696 Address 8 N. Baltimore Street, DillsburQ, PA 17019 717-432-2089 Telephone Form RW-07 rev. l 0. l 3.06 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 5/27/2009 STONE DUANE P 8 N BALTIMORE STREET DILLSBURG, PA 17019 RE: Estate of MELL HUGH A File Number: 2002-01080 Dear Sir/Madam: ev n ~--, ~~3 ~~ ~ - ~ - .- ~a-m rv _. ~ . ~= -_ > ~.~„ ..:i' _ ~ --+ ,~~ .. c~ ~, This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/22/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sinc rely, L~~27a~./X~~~ 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: 5/27/2009 n.,~ HARTSOCK MARYLN L -_~7 - -~ ~ ~. 576 ARIEL COURT '~~ ~c r'~ MECHANICSBURG PA 17055 '. -T; ~ , J ~~ `~ r _ 7 _' -`{ n. RE: Estate of MELL HUGH A File Number: 2002-01080 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET 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: 6/22/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, i%~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel STATUS REPORT UNDER RULE 6.12 For Register of Wills in Cumberland County Pennsylvania Name of Decedent: Hugh A. Mell Date of Death: 6-22-2002 Estate No. 2002-01080 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: August 1, 2009 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: June 1, 2009 -~'"t~ Signature .. -~,. r. r .:e %; i ~~ ~~~~~ i~,.~t~U Capacity: _ Personal Representative X Counsel for personal representative (Duane P. Stone) ~~ STATUS REPORT UNDER RULE 6.12 For Register of Wills in Cumberland County, Pennsylvania Name of Decedent: Hugh A. Mell Date of Death: 6-22-2002 Estate No. 2002-01080 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 final account with the Court? Yes _X_ No b. The separate Orphans' Court No. (if any) for the personal representative's account is:_N/A 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. Date: June 18, 2010 ~ ~ ', S gnature :z. f ~ ~ ~ C .~ ~, - / ~ i,c_t _.L3 `~~' `~~ ~ c~ ~"'~ Capacity: _ Personal Representative }~-` `'f' ~ - ~ ' ~~• ~ ~ ~~ X Counsel for personal - > ~" ~ f_~-_ { representative (Duane P. Stone) ; _._ v i Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF Cumberland COUNTY, PENNSYLVANIA Name of Decedent: Mary C . xi 11 Date of Death: June 16 , 2 0 0 3 File Number: 2 0 0 3- 0 0 5 2 8 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the adr~hinistration of the above-captioned ~staw: 1. State whether administration of the estate is complete :.................... ^',Yes ®No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: August 15, 2010 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ....... ^'~, 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? ............................... O 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. Dare June 17 , 2 010 i lure of Person Filing this Form Capacity: ~1 Personal Representative ^''Counsel Jane M. Alexander te~.~~ , '~,. "'~ . N Name of Person Filing this Form Ca t,:~ " ~ ~ _ ~ 148 S . Baltimore Street '" = O ~ Address c:>;~;j "'~ ~c~p Dillsburg, PA 17019 L! ,3 ~~~ ~ ~t~~ ~ ~ ~ ~ (717) 432-4514 t~.~ ~~ ~+~ ~ ~ ~ ~ ~ Telephone C. ~~ ~~ f { ~ ~ ~ , C. ~" ~- ca U N Foam RW:10 _ rev IQ 13~i6 „_, ~.. ~^ anti 2 ~ ... ~_ `. ~. ~,.-. _'_I __- -_ 1505610101 REV-1500 ttxi°1.1°) ~ PA Department of Revenue Pennsylvania Bureau of Individual Taxes °"""~"`"'°`"`"`""° PoBOxs8o6ot INHERITANCE TAX RETURN Harrisburg, PA t7t~8-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYW _ ~ -- __._ _ "_" ---_ - 174-20-9646 j 06/22/2002 .-__ _ _~_ - --- _ _._ Decedent's Last Name _._.._ Suffix _. ,. ~.. , __ Melt 'If Applicable) Enter Surviving Spouse's Information Below S use's L t N / ~ ~I Date of Birth MMDDYYYY 03/06/1927 , Decedent's First Name ~ MI _--_ . _ _. ~____ ...._ . Hugh A po as ame Suffix i -- - ..--.-- _ _ _ Spouse's First Name ` -- ,,--- -- ~ ... _ MI __..... _ _ ' L~1 Spouse's Social Security Number - --~~' THIS RETURN MUST BE FILED IN DUPLICATE WITH THE I REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW O 1. Original Return OD 2. Supplemental Return O 3. Remainder Return (date of death prior to 12-13-62) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Retum Required death after l2-12-82) O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 6, Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name ~-._ _ __ ----- Daytime Telephone Number __._ Duane P. Stone,.. Esq. ~ (717)432-2089 First line of address 8N. Baltimore Street ~ ~' --_. cnr~.n~1 c..e ,.r ,a.-___ ~._----- P.O. Box 696 r`a n ..-.rte - _ .... .__.. -.-~ ....,. ..,,,w Dilisburg Correspondent's e-mail address: OFFICIAL USE ONLY County Code Year File Number State ZIP Code PA ~~ (17019 REGISTER OF WILLS USE ONLY ~„~ t`.i b a O c - =~' ,~~~-yam ~ t^ ,: ;. rrl ~?~r~ C ~ ~ c. :,,.1 ~~ i ~ °~ cn ~ t>, . ,=~ ~a~ z r.17~FILED __.-.__ _~'~ N ~ ~ tJT ~ ~f i ~~ 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 tme, correct and complete. Dedaration of preparer other than the personal representative is based on ail intonnation of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ADDRESS ~9~Zc/G Side 1 L 1505610101 1505610101 J •~ J REV-1500 EX Decedent's Name: Decedent's Social Security Number 174-20-9646 ~~ _~~ RECAPITULATION 1. Real Estate (Schedule A) .......................................... ... 1. _. 7,340.50 ~ 2. Stocks and Bonds (Schedule B) .................................... ... 2. 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 0.00 4. Mortgages and Notes Receivable (Schedule D} ........................ ... 4. ~ 0.00 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).... ... 5. ~ 554.99 6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... ... 6. ' 0.00 7 Inter-Vivos Transfer & Mi ll " . s sce aneous Non-Probate Property - --- (Schedule G) O Separate Billing Requested..... ... 7. °- 0.00 8. Total Gross Assets (total Lines 1 through 7) ........................... , .. 8. 7,895.49 9. Funeral Expenses and Administrative Costs (Schedule H) ................. .. 9.' _._.. 7,326.54 _. 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............ .. 10. 411.38 11. Total Deductions (total Lines 9 and 10) ............................... .. 11. 7,737.92 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. ~ 157.57 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... .. 13. € 0.00 I 14. Net Value Subjeet to Tax (Line 12 minus line 13) ................... ..... 14. TAX CALCULATION - $EE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 ..." -- - . -- 16. Amount of Line 14 taxable at lineal rate X .0 45 16 17. Amount of Line 14 taxable at sibling rate X .12 17 16. Amount of Line 14 taxable at collateral rate X .15 __ ........_. 18 .. 19. TAX DUE ..................................................... .... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610105 1505610105 1505610105 157.57 O ~~ 1 REV-1500 EX Page 3 Decedent's Complete Address: File Number DECEDENTS NAME Hugh A. Mell STREET ADDRESS 9 Grandview Court CITY I STATE i ZIP Mechanicsburg i PA i 17055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 7.09 2. CreditslPayments A. Prior Payments _ ___ --. - B. Discount Total Credits (A + B) (2) 3. Interest (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. FIII In oval on Page 2, 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) 7.09 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 :.................................................................................... ...... ^ Q b. retain the right to designate who shall use the property transferred or its income : ...................................... ...... ^ x^ c. retain a reversionary interest; or .................................................................................................................... ...... ^ z^ d. receive the promise for life of either payments, benefits or care? ................................................................ ...... ^ x^ 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 "intrust 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 For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent p2 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 the use of the surviving spouse is 0 percent [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 21 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 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 noted in 72 P.S. §9116(1.2) [72 P.S. §9116{a)(1)]. • The tax rate imposed on the nei value of transfers to or for the use of the decedent's siblings is 12 percent (72 P.S. §9116(a)(1.3)]. Asibling 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-1502 EX+ (11.08) ~pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OP FILE NUMBER Hugh A. Mell 2002-01080 All real property owned solely or as a tenant in common must be reported at (air market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the. property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION .. .. _. ... .. _. a arum-;zzrs,.,+,zr,wcew~sa€x~»~anwxxwrccu' . 1' Columbia Township Bradford County, PA parcel #17-054 00 057 (assessed value $2 650, : ~ eta tstukksa 'fair market value $7 640 50) Calculation based on assessed value x the common level ratio. 7, 340.50 ...~ w,a,~ .,~ ................ . . «.. _, .~ ..H.~,.,..,. u ~-.~.... ...~~~, , ; ~'~ ,r. ~,.,..~sk#~;nk~~~s~ 1 , ,,,»....,. ...,,..... ..„w.,.,».». .xVd .. ~ ~>S;r~..lliEtEE"IIk4"?~4~a rl~V;i i ~' .. , i ) ...., .., _... .. „u ., ,... ` .............. .. ,us,: ... .,, ,,, .:,,..n~.,«,, fl ~~ ,,. >,.„.. ... ,, ,, .,_„a _,..,. I F4 liV ttl.vs+''ZHf+t;ikk^k~B ,Ys3'+'i'~kl~ i it `: ,,d ' _ ...... .... ... ... .. _. .,..w...... ,...., ,,. u.,=-.,. ... .,, ... ~., .. ,. ...... ,,, .. .,rt ,qt. .., ,~¢>Ttc .atihrYF...~ e f a: ........ ..... _.. .... ., t ....... ..,...,.. . ......,..... ..~ ,,. ,.~,,. ~ EF ..em...,.» . .. ........... . ... ...v... ,, «.... -- Poz ...7,3iL. n'fiY A~H£~r.~~~iVitUail~?Si# s 3' ~ ......,._< ......:. .... .. ,«....-.. ... ...... ...... .. .. . ........ ...•..•.. .,. .........., .........,....., ... '~k)llialbkSYFflYie-?~iNFS~a. SA$~,°SPtSVti3#s`t~ TOTAL (Also enter on Line 1, Recapitulation.) ~ ~'j 7,340.50 If more space is needed, insert additional sheets of the same size. " REV-1503 EX+ (6-96) SCNEpULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Hugh A. Mell 2002-01080 All property jointlyowned with right of survivorship must be disclosed on Schedule F. 1. _, 3 0.00 TOTAL (Also enter on line 2, Recapitulation) I = 0.00 (If more space is needed, insert additional sheets of the same s¢e) REV-1504 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEpYLE C CLOSELY HELD CORPORATION, PARTNERSHIP OR SOLE-PROPRIETORSHIP ESTATE OF FILE NUMBER Hugh A. Mell 2002-01080 Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-held corporstionlpaMership intersst of the decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sde-proprietorships. VALUE AT DATE OF DEATH TOTAL (Also enter on line 3, Recapitulation) 0.00 0.00 (If more space is needed, insert additional sheets of the same size) 1 REV-1507 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT scN~ou~E v MORTGAGES 8 NOTES RECEIVABLE ESTATE OF FILE NUMBER Hugh A. Mell 2002-01080 All properly jointly-ovmed with right of survivorship must be disclosed on Schedule F. VALUE AT DATE OF DEATH 0.00 TOTAL (Also enter on line 4, Recapitulation) ; 0.00 (If more space is needed, insert addNional sheets of the same size) REV-1508 FJC+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSRS, 8r MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Hugh A. Mell 2002-01080 Indude the proceeds of litigation and the dale the proceeds were received 6y the estate. All property jointly-owned with right of survivorship must bs dlselosed on Schedule F. ITEM NUMBER 554.99 TOTAL (Also enter on line 5, Recapitulation) E ~~ 554.99 (If more space is needed, insert additional sheets of the same size) REV-iga9 EX+ (oi-IO) Pennsylvania ~.~1 DEPARTMENT OF REVENUE INHERITANCE TAK RETURN RESIDENT DECEDENT SCME~I~LE F 70INTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: Hugh A. Mell 2002-01080 LETTER I DATE I DESCRIPTION OF PROPERTY % of DATE aF DEATH TEEM FOR IOINi MADE INCLUDE NAME OF FINANCIAL INSTTTIliION AND BANK ACCOUNT NUMBER OR SIMIUIR DATE OF DEATH DECEDENT'S VALUE OF UMBER TENANT ]DINT IDENRFYlNG NUMBER ATTACH DEED FOR ]DINKY HELD REAL ESTATE VALUE OF ASSET INTEREST DECEDENTS INTER ,. , .......IT... .. 1. A. `, ~ nnxrra .~A~ 7..._. _.~ TOTAL (Also enter on Line 6, Recapitulation) ~; 0.00 If more space is needed, use additional sheets of paper of the same size. REV-1510 EX+ (08-09) ~i Pennsylvania SCHEDULE G Y~ DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Hugh A. Mell 2002-01080 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM DESCRIPTION OF PROPERTY INCLI#7HE NaNE OF THE 7RANSFERff, TFfE[R R9A710NSHIP TO DECrflBii AND DATE OF DEATH %Of DECD'S EXCLUSION TAXABLE NUMBER TlffDATEOFTPARSFER.aTraa{acoPraFn+EDEEDFDRREUESraTE VALUE OF ASSET .INTEREST ilFawucaelEl I VALUE REV-1511 EX+ (10.09) pennsylvania iiT DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Hugh A. Mell 2002-01080 Decedent's debts must be reported on Schedule I. A. 1 B. 2 ~: .. ' 1 3 1. Cit/ ........_... Year(s) Commission Daid: Z• Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address ._..______ City Relationship of Claimant to Decedent 4. Probate Fees: 5. Accountant Fees: 6. Tax Return Preparer Fees: _. . 7. j i 1 State ZIP t tiik'•SRM!dtiN4tkiiY3{t9iitt{933W/h{h-ttRR'¢}4y S{ `#did 3 zztlFFNfl N '~u°.atRtinpB+tiii h~iA3 ~~ P~F.~xi ~830.F00 AtkitttYrNritNF SiOUXiMPMpY6PPMlD tkn!X#P8t9t2kG'aPoY71Y59PH8 "Aft4ACMi."~,in% •{t{f}[sk ,_pt}tt1!tNRt4kFlHiE v 79.00 'wl¢%NiU:hE£hL'°.@Nid18;IgM%Fi4Y0lG Ak •a}at53'n.'A-YYBS~nA?W%NpbHtdpitl~ptS9d5Mfi.NF ~i1Nr!' >lhmtFeXmANkIW3Ct#PoBSb?1MdNtkl'ffieb ~esee~azeznatneraasas+nsaa. -. , a .1W:eaxrSa aiunna~w. .•• •...• • • •••.••.~ 3 N R'.5JYSAffiPiii%#NgflWWA4tl4YXS.# •._ ... ... _ ... ....~ CPC.IA~UrtGwSG::Ylf.1tFHYiFMUffvftaV~4iH ~`" ~3tNF! 8W8:Y16::Ff!#triiESfEfRiF - f Y~II''ei &PYtt P'rv'3Nll5PSWue5tiPN&&ki'4 .W q _. •• •'• • # N}UY'SYPII4CS~MNtltl5L`A4'flHAtitd{{NiEO t ~( ` H229FFIFF..Siv'N6YY8YYJtlNMEtPUW888888fMlL9pE ~"~" tTetAljUytyfgd:di3NiNiWdNN3p *~ .^ .~«. ..... ......... M1 H54~1FrNPtHPYdY{K iSI<b:tlr1A11++. N5.YI• '"' "' ° - "°' i~rs m uaers~ a taa}aazaaz z za~re a znmzn u~ i ~ ~_~ ~...... .... ~ t..Y HxYUi.:M +MtiY-044Swxnx'•StlSU"iYi£NRiI TOTAL (Also enter on Line 9, Recapitulation) ~; 7,326.54 State 2IP If more space is needed, use additional sheets of paper of the same size. REV-152 EX+ (12-OS) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Hugh A. Mell 2002-01080 Report debts Incurred by the decedent prior to death that remained unpaid at the date of death, including unrelmbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1• ;Nursing home payment 2! c €._.__ ~._ ._ i___ _ _J Masland 392.02 19.36 TOTAL (Also enter on Line 10, Recapitulation) ~ ¢ ~ 411.38 If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (O1-10) ~pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Hugh A. Mell 2002-01080 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] _.- • .. ... t. Po ~6YF*E f&...HHNtH2NNihNIVHatvA4'd 1. ._ j t ..... ..... ......_ .. > ...• •_ •• ~•. ,... ........ - .. P .. ..~ ~r •" i 1 ~ t ......~ •• •, ••..•. ..~ _~ _ ..... ......~.. {i E {j~~ AlYY YvYti xk k I#R}tRf3~ • •.. t 3J:R'dHSPfAkiEfFFFHSf". V5 k N ..+}44N S aF ,MS:IN4~M1eeYM:'=• • Itt ~h ...... . .... ~ .... .. .~ ~ ..... ... . _ ...... . ...... . r ..:.... ......, . ...._ ............., .... .........n "~` ........ ...... . ,........,. .,,........ ,.,,,...e.. ,.....,. ,,.:, .,., .. .. ..~ 1{` ~ ............. .. r .»...._..,-. ...._.., . ". I i 3 ... ..... ... .....__.... ...,~. r~NA P94164fYf'.Sfk4tkNNNidXss"s£'attN%2 t. 5i 8ikNMY.Yf .FkYltklNiNfHitf#?'v:dvkUN:OW ~ i ^f a3rS9M, YC.E4YWlx>N9wkP9N`SpMNB`RiiM ' ....,, . ....... .. ... ... ~, .. ~ .. ., • •.••_••••• „ •. •••~••• ~ . ,. ... -.. ...... ....., t 3 .,... up~N5M3N~p Y kNiF £ 3 Ef14^ss4..{., ;.Fi#5&isrvirv.MAia,1N4 %_n.•KY.' 2224 { i 3 k S wgT.F14 1.4NftYY°sY'-ANk1YRllRhe r { 83 •,.,,••, ..., .. .. .. F 4 F *J .n[tnRkYi I.n ittitt[ua[R~AaR#ffiJ4tlYY ,. , , ,. ~. .. , ..... ........ , ~.., ... ..... .. .._ ~ .. ... .. ..... ... .... . E x ........ -... . ... ~~.. gyy M"~ }F Y 3a1N49J~d~YeMk MXX4W4 ('`iy{fk x#EM#Iit 3 YWiisA*'N k/ Ur~J5JF4FfPKt fATi FFSYFf£ey:: .... ..... ....... _ -. ~ I i....... ., ... . ~. ... ..._ ,. ,. i •.. ........ _ 3 k„,,.... .,.~ '~~`.tlW%%`..'bii ii 4xh?d:°*5.9R3tf55@^s~R~K+3 5tt 1#k%YtttlstvitbtoEPtia(k6f6ftNitMetxllltYFFf10G9flifiitl • .. •• ... •, _. .. -.. ... .•. •. ••••• ..... ..... ...... , 1 ~• • •.•.. '., .. _ E}'rt. gWYM flkki UWPK4»iW%kNtYS6YNXiV&tkibY "i S+ (~:¢ t-0DRi.M%y9s4+gR,;tl.:.:t FAiA89119fi,NXff1}41llRtit.3Crv..... I ~ F#h.WkV dn9'.if µ'9N+Nf1NNM.:M.. ' .. ... ~_. ... .... •• ... ...... ,..... .. .,. . :........ ... "{)tik14o-M4# to Xftitiik{4S#Y8N - WRLi4 . . ..... .. .. ,. .. ..... ... } f f ~ ...... ........,. # ,kFiR IFYJ t N 0.RiPfY3Lftl 3 r j [E w ...•.~• { .••..• ••.• ~ •• `• • •... .. ..~.. -.... ~ ... ...... _. ~tWfnSRFn iI RNflftnd3z RiFt4t#RkRkiLi2~#3SSilkM43 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES IS THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II 1. ;R},z, ~~,x~.~.~,,,~>:~P~4~31~ffk13~,,~,,,~~,44„T # - - .... ~ eerssfwx€saxe}rrzweaasswwfuo nnfeffm#xw: "` """"' 4lFF S~AWI`NCk1N.2dEr.4£SYYY4Y4§TItYCCNYiPYItlttE6NXliYtiYfiNi£i -- i tOfIItgh ~{Nry]'V45RAgl{tl {Ph9#gTN}T9YtvilAi3YiYit _ _. gtrttr s~aelsv..m3n~n1 .a gEtutu!21m~enatu~ 4 ... ,w, anab~~rx,o-+amtiaursaxw+»un ....., q:.Z4t u v Frn~nnorsn n:mrr *! i ., ..... ..,.,W ~iNPPMir.'& .S4tMNtkV4~LLlt(R2f1tNA'GRMW3htlfiSft3 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I ~ 0 If more space is needed, use additional sheets of paper of the same size. Maryln Hartsock 576 Ariel Court Mechanicsburg, PA 17055 RE: Estate work 04/1 E 05/0 i 05/3( 06/05 Stone, Duman, 8a Associates, PC Attorneys and Counselors at Law Quality, Integrity 8s Personal Attention Statement Date: 05/31/2008 Account No. hartsock.01 Statement No. 1286 Page No. 1 52.50 75.00 52.50 70.00 50.00 50.00 50.00 $0.00 assessed on all accounts 15 days past due. Thank you for choosing our firm. We appreciate your business. Please consider referring family and friends. P.O. BOX 696 ° DILLSBURG, PA 17019 717-432-2089 Fax 717-432-0158 Maryln Hartsock 576 Ariel Court Mechanicsburg, PA 17055 RE: Estate work 08/2 08/2!: 09/12 ~! Stone, Duncan, & Associates, PC Attorneys and Counselors at Law Quality, Integrity 8s Personal Attention Statement Date: 08/31/2008 Account No. hartsock.01 Statement No. 1491 Page No. 1 87.50 87.50 75.00 75.00 75.00 $0.00 assessed on an accounts ~ 5 days past due. Thank you for choosing our firm. We appreciate your business. Please consider referring family and friends. P.O. BOX 696 ° DILLSBURG, PA 17019 717-432-2089 Fax 717-432-0158 Maryln Hartsock 576 Ariel Court Mechanicsburg, PA 17055 RE: Estate work 10/23/201 10/24/201 10/27/201 10/27/20( 09/1 Stone, Duncan, Sa Associates, PC Attorneys and Counselors at Law Quality, Integrity 8a Personal Attention Statement Date: 09/30/2008 Account No. hartsock.01 Statement No. 1541 Page No. 1 05.00 00.00 00.00 05.00 05.00 75.00 30.00 assessed on all accounts 15 days past due. Thank you for choosing our firm. We appreciate your business. Please consider referring family and friends. P.O. BOX 696 ° DILLSBURG, PA 17019 717-432-2089 Fax 717-432-0158 Stone, Duncan, & Associates, PC Attorneys and Counselors at Law Quality, Integrity 8a Personal Attention Maryln Hartsock 576 Ariel Court Mechanicsburg, PA 17055 RE: Estate work 10/31/; $230.00 -230.00 $0.00 1 Statement Date: 10/31/2008 Account No. hartsock.01 Statement No. 1565 Page No. 1 $75.00 -75.00 $0.00 assessed on all accounts 15 days past due. Thank you for choosing our firm. We appreciate your business. Please consider referring family and friends. P.O. BOX 696 ° DILLSBURG, PA 17019 717-432-2089 Fax 717-432-0158 • RECEIPT FOR PAYMENT ------------------- ------------------- GLENDA FARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Sgware Carlisle, PA 17613 MELL HUGH A Estate File No.: 2002-01080 Paid By Remarks: MARYLN L HARTSOCK WZ ------------------------ Receipt Distribution Receipt Date: 10/23/2008 Receipt Time: 15:22:27 Receipt No.: 1054479 Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST 30.00 CUMBERLAND COUNTY GENERAL FUN WILL SHORT CERTIFICATE 15.00 4.00 CUMBERLAND CUMBERLAND COUNTY COUNTY GENERAL GENERAL FUN FUN JCP FEE AUTOMATION FEE 10.00 BUREAU OF RECEIPTS & CNTR M.D INVENTORY 5.00 15.00 CUMBERLAND CUMBERLAND COUNTY COUNTY GENERAL GENERAL FUN FUN ---- Check# 3537 ------------ $79.00 Total Received......... $79.00 COMIIONNEALTH OF PENNSYLVANIA ' °EPART11~Nr of ~vENUE ' BUREAU 6F INDIVIDUAL TAXES gEPr. zeobol HARRI56URG, PA 171ta-oeDl ~~- * REY-1655 EX Fii fn-6U --~~ INFORMATION NO') ..CE ANp TAXPAYER RESPONS E iE REVISED NOTICE * * * FILE N0. 21 ACN 02140504 DATE 09-27-2002 TYPE OF ACCOUNT EST. OF HUGH A MELL ^ sAVINCs S.S. N0. 174-20-9646 ® cxEaclNe DATE OF DEATH 06-22-2002 ^ TRUST COUNTY CUMBERLAND ^ CERTIF. REMIT PAYMENT AND FDRI~ T0: MARYLN L HARTSOCK REGISTER OF WILLS 576 ARIEL COURT CUMBERLAND CO COURT HOUSE MECHANICSBURG PA 17055 CARLISLE, PA 17013 MEMBERS 1ST FCU has provided the geperteent with the inforeation listed below which has bean used !n calculating tM potential tax due. TMir records indicate that et the death of tM above decedent, you were a joint owner/berwficisry of this seeaunt. If you fwl this inforestian is incorrect, please obtain written correotion frog tM financial institution, attach a copy to thle fare and return it to the above eddresa. This account is taxable in aecordsnce with the Inheritance Tax Laws of the Coaaorweelth of Pemsylvenia. Yuestians av bo answwnd by calling [717) 787-6327. COMPLETE PART I BELOW » it ~[ SEE REVERSE SIDE FOR FILINO AND PAYMENT INSTRUCTIONS Account No. 175105-11 Data 04-28-1998 To insure proper credit to your account, two Established (2) copies of this notice east accoeper~y Your Account Balance 554.99 Peyeent to the Register of Nills. Make check psyffile to: ^Ragistar of Nills, Agent^. Percent Taxable % 50.000 un~ BLOCK B. ^ The above asset has boon or will be reported end tax paid with the Pemsylvenie Inheritance Tax return ONLY to be filed by the wc.d.nt•s repremntstive. C. The above inforeetlon is incorrect and/or debts snd deductions aura paid by you. oust coaplete PART 2^ and/or PART 3^ below. PART If you lndiate • different tax rate, plwse state your ^y ralationahip to deoedent: TAX RETURN - COMPUTATION LINE 1. Data EstablisMd 2. Account Balance 3. Percent Taxable 4. Aaount 5[adjaet to Tax 5. Debts and Deductions 6. Aaoutt Taxable 7. Tax Rate B. Tax Due PART OF TAX ON JOINT/TRUST ACCOUNTS 1 3_ _% 4 5 - b 7 % 8 utwaer pa[taal:aes of perjury, a declare that tM facts I hew reported above ar/e true, /cor/~apet end cowpleta to the be:t o ay k[waladpe belief. HOME C7/7 ) ~7~ a~ d~7 ,~~7jb u __ _. __. WORK (~?./7) d+ X1.5"-- C?~ d~ DATE PAID PAYEE DESCRIPTION AMOUNT PAID GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT with applicdile interest based on inforwtion subaitted by the financial institution. 2. INwritenca tax baccaas delinquent nine eonths after the deadant's data of death. 3. A joint account is taxable even though the decedent's ewe was added as a aattar of convenience. 4. Accounts [including those held between husband and wife] which the decedent put in joint naaes within one year prior to death era fully taxable as transfers. 5. Accounts established jointly betwwn husband and wife pore than one year prior to death are not taxable. 6. Accounts bald by a decedent ^in trust for^ anotMr or others are taxable fully. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE 1. BLOCK A - If the inforaation and eaputetion in the notice are correct and deductions are eat being clalaad, place an ^%^ in block ^A^ of Pert 1 of the ^Taxpayer Respansa^ section. Sign two copies and subeit then with your chock for the count of tax to the Register of Wills of the county indicated. Tha PA Oepartaent of Revenue will issue an official assessaent (Fora REV-1548 EX) upon receipt of the return free the Ragistar of Wills. 2. BLOCK B - If the asset specified on this notice has been ar will be reported and tax paid with the Pennsylvania Inharitanca Tax Return filed by the decedent's representative, place an ^K" in black ^8^ of Part 1 of the ^Taxpeyer Response^ section. Sign one copy and return to the PA Oepartaant of Revenue, Bureau of Individual Taxes, Oept 280601, Harrisburg, PA 17128-0501 in the envelope provided. 3. BLOCK C - If the notice infaraation is incorrect and/or deductions era being clalaad, chock block ^C" and complete Parts 2 end 3 according to the instructions below. Sign two copies end suheit them with your check for the asount of tax payable to the Ragistar of Wills of the eo~nty irMieeted. The PA Department of Revenue will issue an official assassaant (Fora REV-1548 EX) upon receipt. of the return frcm the Ragistar of Nills. TAX RETURN - PART 2 - TAX COMPUTATION LINE 1. Enter the data the account originally was established or titled in the mentor existing at date of death. NOTE: For s decedent dy leg after 12/12/82: Accounts which the decedent put in joint ewes within one [1) year of death ere taxWla fully ss transfers. Howver, there is an exclusion not tc exceed 53,000 par transferee regardless of the value of tfro account or the nwber of accounts held. If s double asterisk (aw) appears before your first nano in the address portion of this notice, the 53,000 exclusion already has bean deducted froa the account balance as reported by .the financial institution. 2. Enter the total Delente of the account including interest accrued to the data of death. 3. The peroant of the account that is taxable for oath survivor is deterained as follows: A. Tha portent taxable for joint assets established sore than one year prior to the decedent's death: 1 OIVIOED BY TOTAL NUMBER OF DIVIOEO BV TOTAL NUMBER OF X 100 ~ PERCENT TAXABLE JOINT Ow1ER5 SURVIVING Jf)INT fBBiERS Example: A joint asset repis#arad in the new of the deeadant and two other parmns. 1 DIVIDED 8Y 3 (JOINT (INNERS) OIVIOEO BY 2 (SURVIVORS) _ .167 X 100 = 16.T6 [TAXABLE FOR EACH SURVIVOR) B. Tha percwt taxable for aswts created within one year of the daadant's death or aeceunts awned by the decedent but held in trust for another individual(s) (trust benefieiariasl: 1 OIVIOEO BY TOTAL NUMBER OF SURVIVING JOINT X 100 = PERCENT TAXABLE (NiNERS Cqi TRUST BENEFICIARIES Example: Joint account registered in the ease of the deeadant end two other persons end established within one year of death by the decedent. S OIVIOEO BV 2 [SURVIVORS] _ .50 X 100 SOX [TAXABLE FOR EACH SURVIVOR) 4. Tha amount subject to tax (lino 4) is determined 6y wltipiying the account balance Cline 2) by the peroent taxable Cline 3). 5. Enter tM total of tfie debts and deductions listed in Part 3. 6. TM amount taxable (line 6] is determined 6y subtracting the debts and deductions Cline 5) froa the amount subject to tax C1 inn 4). 7. Enter the mppropriete tax rsh Clirw 7) as datarminad below. w ax ra a mpo an na va ue of tans ors fra a ocaasa on -ana years o age or younger at death to or for the use of a nsturel Parent, an adoptive Parent, or a stepparent of the child is O.C. Tha lineal class of Mirs includes gran~ennts, parents, chlldran, and lineal descendents. ^Children^ includes natural chlldran whether or not tfiey haw bwn adopted by others, adopted children end stop chlldran. ^Lineal descendents^ includes all chlldran of the naturel parents end tMir dascandents, wlwthar or eat they have bean adopted by ottwrs, adopted descendants end their descendants and stop-descendents. ^Siblings^ era dvfinad ss irwfividuels who Nava at least one parent in eonien with the decedent, whether by blood or adoption. The "Colletaral" class of Mirs includes ell other beneficiaries. CLAIMED DEDUCTIONS - PART 3 - DEBTS AND DEDUCTIONS CLAIMED Allowable debts end deductions are dnterained as follows: Dots of D~rth Spouses Linw~l Sibling Collot~ral 07/01/94 to 12/31/94 3% 6% 15% ib% 01/01/95 to 06/30/00 0% 6% 15% 15% 07/01/00 to prssa]t 0% 4.5%m 12% 15% A. You legally era responsible for payment, or the estate subject to administration by a personal representative is insufficient to pay the deductible itws. 6. Vou actually paid the debts attar death of the deeadant end can turn ieh proof of paywnt. c. Debts being claimed aunt 6a itwized fully in Pert 3. If additionnl space is needed, use plain paper 8 1/2^ x 11^. Proof of payment say be requested by the PA Oapertmant of Reva~ue. __ .. Bu~Eau of INDIVIDUAL rexes COMMONNEALTH OF PENNSYLVANI`-- • ' INHERITANCE TA% DIVISION DEPARTMENT OF REVENUE DEPT. 260fi01 HARRISBURG, PA 17129-Ofiol NOTICE OF INHERITANCE TAX APPRAISEMENT ALLORANCE OR DISALLONANCE OF DEDUCTION, AND ASSESSMENT OF TAX ON JOINTLY MELD OR TRUST ASSETS MARYLN L HARTSOCK 576 ARIEL COURT MECHANICSBURG PA 17055 DATE 12-02-2002 ESTATE OF HELL DATE OF DEATH 06-22-2002 FILE NUMBER R[Y-16f1 EX AFP IRS-A21 HUGH A COUNTY CUMBERLAND SSN/DC 174-20-9646 ACN 02140504 A^oAn{ R9iwi{{~ MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG_ THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1548 EX AFP (01-02) ----------------------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 12-02-2002 ESTATE OF MELL HUGH A DATE DF DEATH 06-22-2D02 COUNTY CUMBERLAND FILE N0. S.S/D.C. N0. 174-20-9646 ACN 02140504 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT N0. 175105-11 TYPE OF ACCOUNT: C ) SAVINGS CX) CHECKING ( ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 04-28-1998 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 554.99 X 0.500 277.50 6,828.95 .00 X .45 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: °REGISTER OF WILLS, AGENT.° PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ^ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITI L INTEREST. ~ ( IF TOTAL DUE IS LESS THAN •1, ND PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A °CREDIT" [ CR), YOU MAY BE DUE A REFU1~. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) PURPOSE OF NOTICE: To fulfill the requiresents of Section 2140 of the Inheritance and Estate Tax Aet, Aet 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and subeit with Your payeent to the Register of Ni11s printed on the reverse side. -- Make chock or coney order payable tc: REGISTER OF MILLS, AGENT. REFUND CCR): A refund of a tsx credit, which was not requested on the tax rwturn, say be requested by cowpletinp an ^Application for Refund of Pennsylvania Inheritance and Estate Tax^ [REV-1313). Applications era available at the Offiea of tM Raglstar of Wills, any of the 23 Revam~e Olstriot Offices or by calling the spacial 24-hour answering service tar Eons ordering: 1-800-362-2050; services for taxpayers with spacial hearing and or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraf secant, allowance, or disallowance of deductions or assesswent of tax Clneluding discount or interest) as shown on this Notice say object wf thin sixty (60) days of receipt of this Notice hY: --written protest to the PA Departaant of Rwanue, Board of Appeals, Oept. 261021, Harrisburg, PA 17128-1021, OR --electing to have the setter datareined at the audit of the account of the personal representative, OR --appeal to the Orphans' Court ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this essesseant should be addressed in writing to: PA Departeant of Revenue, Bureau of Individual Taxes, ATTN: Post Assessaent Review Unit, DEPT. 260601, Harrisburg, PA 17128-0601 Phone C717) 767-6505. Sea page 5 of the beoklat ^Instruetions for Inheritance Tax Return for a Resident Oeeedent^ CREV-1501) for an explanation of adwinistratively correctable errors. DISCOUNT: If any tax due is paid within Mrea C3) calendar aonths after the decedent's death, a five percent CS%) discount of the tax paid is allowed. PENALTY: Tha 15X tax amesty non-participaticn penalty is coaputad an the total of the tax end interest assessed, and not paid before Jenuery 18, 1996, the first day after the and of the tax eenesty period. This non-participation penalty is epPeelabla in the seas canner and in the the seee lice period as you would appeal the tax and interest Mat has been assessed es indicated on this notice. INTEREST: Interest is charged beginning wiM first tley of delinquency, or nine (9) wonths arwi one (1) day fray the date of death, to the date of paysent. Texas which beeaee delinquent before January 1, 1982 boar interest at the rate of six [6%) percent per annue calculated at a daily rate of .000164. All texas which baeese delinquent on ar after January 1, 1982 will boar interest et a rata which will vary Eros calendar year tc calendar year with that rate announced by the PA Oeparteent of Ravanue. The applicable interest rotas for 1982 Mrough 2002 are: Year Interact Rata Daily Interest Factor Year Interest Rate Deily Interest Factor 1982 20% .000548 1992 9% .000247 1983 16% .000430 1993-1994 7% .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 7% .000192 1986 10% .000274 2000 8% .000219 1987 9X .000247 2001 9% .000247 1988-1991 11% .000301 2002 6% .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INYEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15] days beyond Ma data of the assesseent. If payeent is aade after Ma interest eoeputation date shown on the Notiea, addltlonal interest oust be calculated. Pa. Common Leval Ratios for Real Property Assessments http://evans-legal.com/dan/comlevel.hhril . _~~ HTML Version Copyri~ht 2010 Daniel B. Evans. Atl rights reserved Common Level Ratios for Pennsylvania Realty Transfer Tax (Current through June 2010) When preparing and filing a Pennsylvania realty transfer tax affidavit, it is necessary to report both the assessed value of the property and the "common level ratio factor," which is based on the average ratio between the assessed value and fair market value. of real estate in that county. If the transfer is not exempt from tax, the tax is based on the greater of (a) the actual consideration for the transfer and (b) the product of the assessed value and the common level ratio factor. The common level ratios are calculated by the State Tax Equalization Board based on sales date, and both the common level ratios and factors based on the common level ratios are published each year in the Pennsylvania Bulletin. (The common level ratio factors are the mathematical reciprocals of the common level ratios.) The table below shows the factors which have been in effect for the last six years. The factor to apply to a particular transfer is based on the date the document is "accepted," which is rebuttably presumed to be the date specified in the body of the document as the date of the instrument. (See 61 Pa. Code § 91.102, relating to acceptance of documents.) When two factors are provided in the table for a range of dates, the second one is a revised factor reflecting a change in the assessment ratio or assessment base, and is effective from January 1 of the second year. Common Level Ratio Factors 7/1/03 7/1/04 7/1/05 7/1/06 7/1/07 i 7/1/08 ' 7/1/09 ~ to to to to to to :. to County 6/30/04 6/30/05 ~ 6/30/06 6/30/07 ! 6/30/08 ~ 6/30/09 I 6/30/10 (33 Pa.B. (34 Pa.B. (35 PaB. (36 Pa B. (37 Pa.B (38 Pa B 3337) (39 Pa.B. 3245) 2560) 3074) ~ 3365) 2875) ! 2778) Adams ._ 2._65 ~ .....__2.89. 3 28 __.3.98 4 53. 4 55 . 4 51 ~ Allegheny 1.03 ~ 1.07 - --- ~ 1.10 1.10 1T15 ~ ...._ 1.16 ~~ ~ - 1.14 ~ ,Armstrong ____2.36 i __- 2.52 __ 2.56 2.70 _ 2.79 ~ 2.87 ~!, 2.76 J Beaver _ ... 2 87 - ~ ....3.11 _ -3.23 ._ ....._3.31 3.41_- .....3.43 _ ~ 3.36 ~ Bedford --- --...4.48 ~ 5.13 5.00 ~ 5 47 5 81 _._ -- 6 45 ~ 5.59/1 00181 ) Berks ~__- -- - ___1.11 ~ ..__...._ ... --- L16 J 1_25 - - 1.33 i' 1_47 _~ _ . ____ _..... __-_-1_52 _ 1.48 Blair ---- - 1 1.91 ~ 12 66 1 1 .91 12 20 12.20 ~ -__ _ _ 12.05 12.66/9 50181 Bradford..___ _ . _ . _ 2.20 J , _ _ _.._. 231 ~ 2_43 _ - __ 2.63 I 2.68 ~ - - _ .1 2.79 2.77 Bucks _ ~ 28.57 ~ _ 32.26/8.07 8.93 10.10 y __ 10.99 _ , 10.64 ~ 10.31 a~~~ i J ~rJ ~~~~. of4 5/21/2010 3:54 PM . # BRADFORD COUNTY RECORDER OF DEEDS REGISTER OF WILLS CLERK OF ORPHANS' COURT 5HIRLEY ROCKEFELLER -RECORDER 301 MAIN STREET TOWANDA, PA 18848 CINDY BLOKZYL -CHIEF DEPUTY Instrument Number - 200917562 Recorded On 8/21/2009 At 2:23:31 PM * Instrament Type -DEED Invoice Number - 252817 * Grantor - HARTSOCK, MARYLN EXECUTRIX * Grantee - HARTSOCK, MARYLN * Customer -LAW OFFICE OF DUANE P STONE * FEES STATE WRIT TAR $0.50 JCS/ACCESS TO JUSTICE $10.00 PIN CERTIFICATIONS $5.00 RECORDING FEES - $13.00 RECORDER OF DEEDS AFFORDABLE HOUSING $13.00 COUNTY ARCHIVES FEE $2.00 ROD ARCHIVES FEE $3.00 TOTAL PAID $46.50 RETURN DOCUMENT TO: LAW OFFICE OF DUANE P STONE PO BOX 969 DILLSBURG, PA 17019 ~ 179fs~/ ~~ ~ ~ dOOI'Jlifellt. Ia00fd9d h1 t119 iZeo0lder'S OINcs ~ BIBdfOld COUnt~/, P9Mii~V811~8. b~~~ ~ 01Wie~EDB GN1C Of Orplwns COUrt * Total Pages - 5 This is a certification page DO NOT DETACH This page is now part of this legal document. * -Information denoted by an asterisk may change during the verification process and may not be reflected on this page. uiin~uiluun When Recorded Return To: Law Offices of Duane P. Stone 8 N. Baltimore Street Dillsburg, PA 17019 TAX PARCEL NO.: 1'7 - 05`I.O~ - O57 THIS DEED THIS DEED made this ~ ~ day of August in the year of our Lord, Two Thousand Nine, BETWEEN MARYLN HARTSOCK, Executrix of the ESTATE OF HUGH A. MELL, deceased, party of the first part, Grantor, AND MARYLN HARTSOCK, as an individual, party of the second part, Grantee, WITNESSETH, that in consideration of the bequest of Hugh A. Mell, through his Last Will and Natural Love and Affection, the said grantor does hereby grant and convey to the said grantee, her heirs and assigns, ALL THAT CERTAIN lot, piece or parcel of land, lying and being in the Township of Columbia, County of Bradford and Commonwealth of Pennsylvania, bounded and described as follows: LOT NO. l: BEGINNING at a point on the low water line of the lake that bounds this lot no. 1 on the West and which point is the Southwestern corner of the lot described in this deed and the Northwestern corner of another lot that is now owned by Hugh A. Mell and Gladys Mell; thence follow the low water line of the lake in a Northernly direction approximately 100 feet to another point on the low water line; thence go in an Easternly direction through the lands of the Grantor approximately 225 feet to a point on the Western side of a road that bounds this lot on the East; thence go in a Southerly direction along the Western edge of this road approximately 100 feet to an iron pin for a corner; thence North 87° 30' West 244 feet along the Northern edge of the lot now owned by Hugh A and Gladys Mell to the point and place of beginning. •, This lot is a lot that lies just North of Lot no. 5 on Survey of George K. Jones dated November 7, 1964 and being Survey No, 5402. It is marked by dotted line on the North side, dotted line on the East side, the Northern boundary line of Lot No. 5 on the South and the low water line of the lake on the West. LOT NO. 2: BEGINNING at an iron pin which is in the Southern boundary of the lot that is now owned by Hugh A. and Gladys Mell; thence go in an Easterly direction approximately 54.96 feet to a point on the Eastern edge of a road that runs along the East side of the lot described in this deed; thence go in a Northerly direction along the Eastern edge of this road approximately 37.44 feet to another iron pin in the Southern boundary of the lot that is now owned by Hugh A. and Gladys Mell; thence North 79° 20' West 70.2 feet to the point and place of beginning. This lot No. 2 is a small triangular piece of ground which lies just south of the lot now owned by Hugh A. and Gladys W. Mell. It is bounded on the East by the road that runs along the East side of this lot and also the East side of the lot now owned by the Mells. It is bounded on the North by the Southern boundary of the lot now owned by the Mells and its Southern boundary line is aline that runs from the Southern boundary of the lot now owned by the Mells to a point on the road that runs along the Eastern side of the property and this line is perpendicular to the road. The lot now owned by the Mells is numbered 5 on the survey of George K. Jones dated November 7, 1964 and being Survey No. 5402. The Grantors also grant and convey to the Grantee, her heirs and assigns, the right to use in common with her and her heirs and assigns the road that runs from State Highway 08165 in a Northerly direction through the lands of the Grantors and which bounds both Lot No. 1 and Lot No. 2 above on the East. This road is 50 feet in width. The Grantee is to have the right of ingress, egress and regress over this road so that she can go from State Highway No. 08165 to the two (2) lots described in this deed and from these two (2) lots back to State Highway No. 08165. This road that runs from State Highway 08165 in a Northerly direction runs through lands that were formerly owned by the Grantors but which are now owned by Lazzell M. Watkins et ux. BEING part of the land conveyed by Dorothy A. Watkins, widow, by deed dated June 4, 1974 and recorded June 13, 1974 in Bradford County Deed Book 628 at page 925 to Hugh A. Mell and Gladys Mell, his wife. Gladys Mell has since departed this life and full title to the above described property has vested in Hugh A. Mell, the Grantor herein. Hugh 2 •~ i A. Mell has since departed this life June 22, 2002 and Gladys Mell has since departed this life March 26, 2008. This is a transfer from the Estate of Hugh A. Mell, recorded with the Cumberland County Register of Wills Estate Number 20002-01080, to his daughter, Maryln L. Hartsock and is therefore exempt from the state and local school district realty transfer taxes. The Grantee at the present time owns Lot No. 5 on the survey of George K. Jones dated November 7, 1964 and being Survey No. 5402 and which survey is referred to above. On this deed, the Grantors granted to the Grantee the right to use a road common with her for the benefit of the two lots that the Grantee is acquiring by this deed. It is the intent of the Grantors that the Grantee be able to use this road for the benefit of the lot that they now own, which is Lot No. 5, also. AND THE SAID Hugh A. Mell died on June 22, 2002, thereby vesting title via operation of law, to Maryln L. Hartsock, his Daughter. Maryln L. Hartsock was appointed executrix for the Estate of Hugh A. Mell via Estate Number 2002-01080 recorded with the Cumberland County Register of Wills. AND the said Grantors will generally warrant and forever defend the property hereby conveyed. IN WITNESS WHEREOF, said Grantors have hereunto set their hands and seals the day and year first above written. Signed, Sealed and Delivered In the presence of WITNESS Marl L. Hartsock, as Executrix of the Estate of Hugh A. Mell 3 .~ ~ . COMMONWEALTH OF PENNSYLVANIA COUNTY OF YORK SS. Be it Remembered, that on (7~' day of August, 2009, before me, personally appeared Maryln L. Hartsock, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within deed and acknowledged that they executed the same for the purposes therein contained. WITNESS my hand and seal the day and year aforesaid. NOTARtAI SEAL ~~~~ TARA ' STONEBRAKER ((( Notary Public Notary Public DILLSBURG BOROUGH. YORK COUNTY My Commlaalon Exptrea Mor 9. 2011 My Commission Expires: M b~ • 9 ~ ~° 1 ~ I HEREBY CERTIFY that the precise residence of the Grantee are: 576 Ariel Court M anicsbur 17055 .-ssy.¢~ Agent for Grantee 4 ..~ REGISTER AND RECORDER EtRADFORD COUNTY PA INVOICE # 252817 0102-RECEIPT -3W -- CHARGES -- #001 DEED $46.50 Instruaent Nuaber - 200917562 Recorded on - Rug 21, 2009 2:23:31 PN Muni - COLUMBIA TOWNSHIP Grantor - HARTSOCK, NARYLN EXECUTRIX Grantee - HARTSOCK, NARYLN Consideration - 51.00 Tax Basis - SD.DD • PARCEL IDENTIFICATION NUMBER 17-054.00-057-000-000 Fee Detail: AFFORDABLE HOUSING f1's.00 COUNTY RECORDING FEE 513.00 JCSfACCESS TO JUSTIC FEE 510.00 PIN CERTIFICATION fEE 55.DD STATE WRIT FEE 50.50 ARCHIVES FEE-COUNTY 52.00 ARCHIVES FEE-RECORDER 53.00 TOTAL CHARGES $46.50 -- PAYMENTS -- CHECK: 3097 $46.50 TOTAL PAYMENTS $46.50 AMOUNT DUE $46.50 PAYMENT ON INVOICE ($46.50) BALANCE DUE $0.00 Customer: LAN OFFICE OF DUANE P STONE PO BOX 969 DILLSBURG, PA 17019 THANK YOU SHIRLEY ROGKEFELLER REGISTER 8. RECORDER COUNTY # 08 08/21/2009 2:23:15. PM ~ ^ ~ J 1505610101 C ~x tol-poi REV-~SOO ~ - OFFICIAL USE ONLY PA Department of Revenue Pennsylvania Bureau of Individual Taxes °°'"m"~°~"`° ~"" Coun Code Year File Numl>ar INHERITANCE TAX RETURN - "'~ '~ PO BOX z8o6o> ~ f Harrisburg. PA in28-0601 RESIDENT DECEDENT I -}'`' ENTER DECEDENT INFORMATION BE Social Security Number '"! 174-20-9646 Decedent's Last Name '' Mell Date of Death 06/22/2002 MMDDYYYY I _, Suffix --- ~ _; Date of Birth MMDDYYYVU 03/06/1927 Decedent's First Name MI Hugh _____ - - _,' ~ A 1 _...i (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI _ I , j Spouse's Social Security Number -- - THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW O 1. Original Return dD 2. Supplemental Retum O 3. Remainder Re[urn (date of death prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposk Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTUIL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number Duane P. Stone, Esq. r-~ ~ i (717) 432-2089 n _..__..... _ ._... .._.._.. -. _ _..... _... _....__ _..._ __, t Cp-.._..._ __o_._. First line of address j Dillsburg ~ ~ PA ~ ~ 17019 __ _ _ _ __ _._ __ l Corcaspondent's e-mail address: dUaflel REGISTER OF SE C~ ONLY - } . L ~ Zm 'Y~c~~ Iv ~~ Q c :O r~~A :' 1 7 ~ r a cn DATE FILED Under penalties of perjury, l dedare that I have examined thb relum, including accompanying schedules and statements, end to the tx~st of my knowbdge and belief, K is We, caned and complete. Dedaratkm of preparer other than the personal representative is based on all Information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ADDRESS '.. ,, . ,.; '_i .__ f"-'F -:~~ --~ Side 1 1505610101 15056101D1 J 4 .. .p~ .,~ •. f; ~ ,., . ..~ c4 ~ ~ ~ N ~ ~ p O N G, O yJ ~ .-~ a" .N p ~:~ on U o ~~~U ~) r ~"~~ COMMONWEALTH OF PENNSYLVANIA REV-1162 EXI11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT, 280601 HARRISBURG, PA 1 7 1 28-0801 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 012900 STONE DUANE P 8 N BALTIMORE STREET DILLSBURG, PA 17019 ACN ASSESSMENT AMOUNT CONTROL NUMBER --°---- fold ESTATE INFORMATION: ssN: ~~a-20-ssas FILE NUMBER: 2102-1080 DECEDENT NAME: MELL HUGH A DATE OF PAYMENT: 06/ 1 1 /2010 POSTMARK DATE: 06/11/2010 COUNTY: CUMBERLAND DATE OF DEATH: 06/22/2002 REMARKS: RECEIPT TO ATTY SEAL CHECK# 3419 101 ~ 57.09 TOTAL AMOUNT PAID: INITIALS: WZ RECEIVED BY: 57.09 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Stone, Duncan, 8v Associates, PC Duane P. Stone Jason B. Duncan Meghann L. Garrett Neal E. Abrams ** * Also licensed in New Jersey ** Of Counsel June 10, 2010 Cumberland County Register of Wills 1 Courthouse Square Carlisle, PA 17013 8 N. Baltimore Street Dillsburg, PA 17019 OFFICE 717-432-2089 FAX 717-432-0158 www.StoneDuncan.com RE: Estate of Hugh A. Mell- File Number 2002-01080 To Whom It May Concern: Please file the enclosed supplemental inheritance tax return for the above mentioned Estate with attachments included. Please 'find check #3419 enclosed in the amount of $7.09 as well. If you should have any questions or concerns, please feel free to contact our office. Thank you. Very Truly Yours, ~ Q s ,~~~ Duane P. Stone Enc. DPS/tks C'1 0 tTr ~ i-i'i ' :k ~ C .Z , ~..~ - 3 c" ' - ~ - " ~A ~~7C ~" ~ %~ _2., r~ G ; ~ C-, ~ ~ J ~`~ ~" , ,~ f -....-J Fl ~ ~~~ N ~•a C1 Quality, Integrity and Personal Attention shr ', -- y~ 't - C_J b J l.i. E c~~~ `' C_ ~ t.~ ~~ W~ j ~ G~~ iii 4l_ ~~~7 ... i t1~ ` ~; C7G a~ °~ o a~~ ~o ~ ~ o Q' A O~ ~ ~" m ~~ N 2 ~ •• ~~ f' ~ ..~ Cty \~ ~~r~ f-I cn <' _~ 1.1 , ~ ~ U ~ ~ '-' ~+ O ~ O U ~~ ~~a ~ ~ ~U ~ U~U _ _ _ _ _ _ .7 __ r __ Cumberland County - register Of wills One Courthouse Square Carlisle, PA 17013 Phone : (717 ) 2 4 0- 6 3 4 5 ~~'t~~~~~~ n~~~~-,~ ~ !Z C~'*r-r ~~ ~~,~~ } C~1 wr ~5~~~ ~ C,~ 1010.!!!N t i P~! ~: 29' Date: 6/07/2010 HARTSOCK MARYLN L 576 ARIEL COURT MECHANICSBURG, PA 17055 RE: Estate of MELL HUGH A File Number: 2002-01080 Dear Sir/Madam: CORK pF f~JM S~ C}(1~~ ~A, This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below!, listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES+ NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or',after July 1, 1992, the personal representative or his counsel, w$thin two (2) years of the decedent's death, shall file with the Regi~ter of Wills a Status Report of completed or uncompleted administr tion. This filing is due by: 6/22/2010 Please feel free to contact this office with any questions ~ou may have. If you have already filed your Status Report, please~~disregard this notice. Sincerely, ~1G~i~ Glenda Farner Strasb~ugh Clerk of the Orphans 'I Court cc: -File Counsel __ _ _~ Cumberland County - ~~gster bf Wills ~~ One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 fir:^n~~,~~ ~~~~`.~ 2010 JUN 1 f PN 3~ 29 Date: 6/07/2010 CLERK OE QRPHAN'S COURT (~1MR~°t.~~~ID CC , STONE DUANE P 8 N BALTIMORE STREET DILLSBURG, PA 17019 RE: Estate of MELL HUGH A File Number: 2002-01080 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below', listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or'after July 1, 1992, the personal representative or his counsel, w~.thin 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: 6/22/2010 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please', disregard this notice. Sincerely, cc: File Personal Representative(s) Glenda Farner Strasb~ugh Clerk of the Orphans Court 8 N. Baltimore Street Dillsburg, PA 17019 oF~lcE 717-432-2089 Stone, Duncan, FAx 717-432-0158 8v Associates , P C www.StoneDuncan.com Duane P. Stone Jason B. Duncan * ', Meghann L. Garrett Neal E. Abrams ** * Also licensed in New Jersey ** of counsel June 18, 2010 ~_ d -, ~~ ~ N t ~F'~ ^ 1 ~ { "'Q ..~},- k Cumberland County Register of Wills `•~~ .. °-=' ~~+ 1 Courthouse Square ~ !, ~ ~~ ~ ` Carlisle, PA 17013 RE: Estate of Hugh A. Mell- File Number 2002-01080 I'~ To Whom It May Concern: enclosed a co of the supplemental inheri ce tax Please find Py return for the above mentioned Estate with attachments include .Please find check #3432 enclosed in the amount of $15.00 as well for a filing fee. Please note that your office already has the original cop ,when originally sent to you, we did not include the extra copy along 'th the filing fee. If you should have any questions or concerns, please fe 1 free to contact our office. Thank you. I, Very Truly Yours, ~I CAL ' ~ ``~ i Duane P. Stone '~ Enc. DPS / tks Quality, Integrity and Personal Attention SM ,, ~"'~"^ "'r~'~q'~;~CE QF INHERITANCE TAX y AE?PRA~S~E1'I~NT, ALLOWANCE OR DISALLOWANCE BUREAU OF INDIVIDUAL TAXES w- ~ ~ ~, ' ~' INHERITANCE TAX DIVISION ~` ~ "E ` ~'~ Iy~D.UCTIONS AND ASSESSMENT OF TAX PO BOX 280601 NARRiSBURG PA 17128-Ob01 )~ f jj (~~" t' ~} c~E~~ a~ ~R~~~s {~~~~~ ~UN~BE~~:~~~~ +~~., ~'A DUANE P STONE ESQ 8 N BALTIMORE ST PO BOX 696 DILLSBURG PA 17019 Pennsylvania ~ DEPARTMENT OF REVENUE REV-1547 EX AFP (12-09) DATE 09-06-2010 ESTATE OF MELL HUGH A DATE OF DEATH 06-22-2002 FILE NUMBER 21 02-1080 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 11-05-2010 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ REV-1547-EX AFP-C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: MELL HUGH AFILE N0.:21 02-1080 ACN: 101 _____ ____ ____ OR - - DATE: 09-06-2010 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 7,340.50 NOTE: To ensure proper (2) ,0 0 credit to your account, 2. Stocks and Bonds (Schedule B) submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5 5 4.9 9 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) (7) .0 0 8. Total Assets (8) 7 , 895.49 APPROV ED DEDUCTIONS AND EXEMPTIONS: 4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 7.3 26.5 4 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 411.3 8 (11) 7,737.92 11. Total Deductions C12) 157.57 12. 13. Net Value of Tax Return Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0 14. Net Value of Estate Subject to Tax C14) 157.57 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date . ASSESS MENT OF TAX: 15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 157.57 X 045 = 7.09 17. Amount of Line 14 at Sibling rate (17) _0 0 X 12 = .0 0 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0 19. Principal Tax Due C19)= 7.0 9 TAX f'R FflITS PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID 06-11-2010 CD012900 .00 7.09 08-30-2010 SBADJUST .00 2.96 TOTAL TAX PAYMENT 7.09 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" CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. - - -_ ,~.