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Home My WebLink About04-0380 PETI ION. FO R PROBATE and GRANT OF LETTERS _ Estate of ~.$v,,, j.,~.~14~ )~.~.d"?.e~~ No. ~ .s To: Register of ~ls for the Deceased. County of Social Security No. /~-~ ~ Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of a~or older an the execut~Z~ in the last wilt of the above decedent, dated ~~ ~ and codicil(s) dated , in the named (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in ~//~r$g~ _Z4~z? ,~C~ounty,. Pennsyly~nia, with last'family or pr' c_ipal residenc~ at .//~_ ~'/.'~ (hst street, number and muncipahty) Decendent, then ff'~' years of age, died ./~,q/~, /~e ,.~ .2t90'/- , 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: Decendent 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 Pgnnsylvania situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters _7~57-~7-~1'/ (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. OATH OF PERSONAL REPRESENTATIVE COMMONWEALT.H OF PENNSYLVANIA ~ o COUNTY OF ~t.~f-~e~ J ss The petitioner(s) above-named swear(s) or affirm(s) that the statements in the forego~pctition arc truc and correct to the best of thc knowledge and b~f~pctitioner(s) and that as pcr~nal reprcsen- tativc(s) of thc above decedent petitioner(s) will wel~ ~d truly ~dministcr the estate according to law. Sworn to or affirmed and subscribed ~ ~~.~~ ~ before ~e this ~ ~. day of// ' ' ' 7" )- ~' ...... Register~r ~~ ~ .~ ) ~ No. Estate Of ~fl/~ta .'Y/q./~~./9A//-9 /Sr~~, Oece~ed DECREE OF PROBATE AND G~NT OF LET~RS the reverse side hereof, satisfactory proof having be~en presented before me, ' IT IS DECREED that the instrument(s) dated ?~ .~.L~ ~ ./4/~<_. ~ .~ described therein be ad_mjlted to probate and filed .of record as ~h/e last will,of ~ _ and Letters ' ~ ~e_~a.~,-~v~'~,t/~ . ' ' - are hereby granted to -~/~O~ ._/~;~-- .S~ fS ~'~ FEES Probate, Letters, Etc .......... $ t~ $,~.. 09') Short Certificates(~) .......... $ ~,~. 09) ~on ~~..~ .... ~ q'O TOTAL __ $ ~_7 ~ ~ Fi~¢a . F~. ~/. ~q, ........... Register of Wills C/ATTORNEY (Sup. Ct. I.D. No.) ~ ADDRESS Register of Wills of Cumberland County, Pennsylvania OATH OF NON-SUBSCRIBING WITNESS , Deceased (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that (I am/we are) familia, r with the signature of '~'n,-/'~. of (one of the subscribing witnesses to) th w~codicil , testa~ presented herewith ~ that ~ believes the si,',nat ...... *~- .... :,,, ........ the_~ndwriting of ., . ~:~ -.~;:~ nil kl II::~ Wlll/U~J~llCll IS In · of OJ~ knowledge and belief, to the best Sworn to or affirmed and subscribed before me this ~ day of ~ ,20 O/-,/ For the I~'egister _ .~ D ,~ ' Sworn to or affirmed and subscribed before me this day of For the Register ,20 '~~~ ~ fl I~ (Signatu~ (Signature) natu t 105.805 REV 9/86 This is to certify that the information here given is correctly copied from an origihal 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 phOt~'Stat or photograph. Fee for this certificate, $2.00 Local Registrar Date Kribbs Cumberland COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH 1744 S. York Street Mechanicsburg, PA 17055 Marble, ion CD YU~ NO~ (0_ 1 ~) ~emale ~- 177 -- 07 -- 2396 ,- Apr11 14~ 2004 DUE 10 (OR AS A CONSEQUENCE DUE TO (Off ~ A CONSEQUENCE 0~: Cumberland ~"~)? 1?eft] ~.~..~.~ Mechanicsburg MOTHER'S NAME (F~s% M~:~le. Mak~ Sulnamel il,, Mary HufnaKel ~ 1744 S. York Street, Mechanicsburg, PA 17055 I I u±arlon, PA ~al~. St. Paul Union Cemeter~ "~u~a"°~°r'Tt~;'art W. Gardinier Funeral Home, Inc. 1315 Chesnut Street; Franklin, PA 16323 JCENSE NUMBER DATE SIGNEO EDNA M. KRIBBS I, EDNA M. KRIBBS, of Mechanicsburg, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this my Last Will and Testament, hereby revoking and making null and void any and all wills and codicils at anytime by me heretofore made. FIRST: I direct my personal representative to pay all my just debts and funeral and administration expenses as soon as conveniently may be done after my decease. SECOND: I give, devise and bequeath all of the rest, residue and remainder of my estate to my children, WILLIAM E. KRIBBS, PAMELA M. ZAISER, and JAYNE K. DRAKE, to be equally divided among them, share and share alike; PROVIDED, HOWEVER, that in the event any of my said children fails to survive me and leaves issue surviving me, the gift, devise and bequest herein made to such deceased child shall not lapse but shall pass to such surviving issue who shall take per stirpes the share which their deceased ancestor would have taken had he or she survived me. Edna M. Kri~b§- ~ /~ THIRD: I direct that all taxes, interest and penalties that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, including taxes on inter vivos transfers, gifts in contemplation of death, jointly held assets, and all others, shall be paid from my residuary estate as a part of the expense of the administration of my estate. FOURTH: I hereby nominate, constitute and appoint my daughter, PAMEI~%M. ZAISER, as Executrix of th~s my last will and testament; PROVIDED, HOWEVER, that in the event my said daughter, PAMELA M. ZAISER, fails to survive me or for any reason is or becomes unable or unwilling to act as my Executrix, I hereby nominate, constitute and appoint my daughter, JAYNE K. DRAKE, as Executrix of this my last will and testament. FIFTH: I direct that my personal representative appointed hereunder shall serve without bond. SIXTH: I hereby confer upon my personal representative the following powers in addition to all powers granted by statutory or common law: 1. The power to retain any property received without any liability for so doing. 2. The power to invest in all forms of property. 2 Edna M. Kribbs 3. The power at any time to sell or lease and to grant options for the sale or lease of any real or personal property which may at any time form part of my estate, or any part thereof, or any interest therein, for such prices, upon such terms, in such way and manner and for such interests and estates as may be deemed wise by my said personal representative in her or his sole and absolute judgment and discretion, and to make, execute, acknowledge and deliver good deeds, leases, options, bills of sale and assignments therefor to the purchasers, lessees or optionees thereof without any obligation on the latter to see to or be responsible for the application of the purchase money, rent or option money. 4. The power to make distribution in cash or in kind or partly in each. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament consisting of four (4) pages this i day of~~j , 2003. Edna~ ~. Kribbs ' 3 Signed, sealed, published and declared by Edna M. Kribbs, the above named Testatrix, as and for her last will and testament, in our presence, and we, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto. ..... · .... _/~. ~~~f-~- residing at /~ ~. /,Jh~ ~J Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 07/01/2004 ZAISER GEORGE R 1744 S YORK STREET MECHANICSBURG, PA 17055 RE: Estate of KRIBBS EDNA M File Number: 2004-00380 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within 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 will become delinquent on 07/30/2004 Your prompt attention to this matter will be appreciated. Thank You. cc: File Personal Representative(s) Judge Sincerely, GLENDA FARNER STRASBAUGH (.3 Clerk of the Orphans' Court Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 07/01/2004 ZAISER PAMELA M 1744 S YORK STREET MECHANICSBURG, PA 17055 RE: Estate of KRIBBS EDNA M File Number: 2004-00380 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within 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 will become delinquent on 07/30/2004 Your prompt attention to this matter will be appreciated. Thank You. cc: File Counsel Judge Sincerely, C 1 e rkAo [At~eERoSr~aSnBsA, UcGoH~ 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 0041 57 ZAISER PAMELA M 1744 S YORK STREET MECHANICSBURG, PA 17055 fold ESTATE INFORMATION: SSN: 177-07-2396 FILE NUMBER: 2104-0380 DECEDENT NAME: KRIBBS EDNA M DATE OF PAYMENT: 07/1 3/2004 POSTMARK DATE: 07/1 3/2004 COUNTY: CUMBERLAND DATE OF DEATH: 04/1 4/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $6,115.93 REMARKS: PMZAISER CHECK# 710 · SEAL TOTAL AMOUNT PAID: $6,115.93 INITIALS: VZ RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV-1500 £X (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT Z ILl ILl ILl DECEDENT,;S IxJAME (LAST, FIRST, AND MIDDLE I.NITIAL) DATE OF DEATH (I~M-D~-YEAR) ' DATE OF BIRTH (MM-DD-YEAR) -I -oy (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) J~l. Original Return I---]4. Limited Estate 6. Decedent Died Testate (At. ch copy of Wil~) []9. Litigation Proceeds Received OFFICIAL USE ONLY FILE ~UMBE~) COUNTYCODE YEAR NUMBER SOCIAL SECURITY NUMBER THIS RETURN MUIST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER [--~ 2. Supplemental Return [~4a. Future Interest Compromise (date of death after 12-12-82) [~7. Decedent Maintained a Living Trust (Attach copy of Trust) r-~l 0. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) ] 3. Remainder Return (date of death prior to 12-13-82) [~5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes [~11. Election to tax under Sec. 9113(A) (Attach Sch O) Z uJ Z O u~ o FIRM NAME CfApplicable) COMPLETE MAILING ADDRESS TELEPHONE N[JMBER 1. Real Estate (Schedule A) '" 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) ~ 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) [~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) _ 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11, Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. 14. (6) ,/V~.¢ (7) Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) OFFICIAL USE ONLY ._7 /6) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1,2) x .0 __ (15) 16. Amount of Line 14 taxable at lineal rate ~?/"'/"'~ ~¢~_~¢',;~-~..~/ x.0 __ (16) 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 (19) Decedent's Complete Address: STREET ABDRESS~/.~, ,~ 4u- v CITY Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. Total Credits (A + B + C ) (2) .~,~_..//¢ ~ (3) . ~ ~0 (4) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .......................................................................................... [] '~ b. retain the right to designate who shall use the property transferred or its income; ............................................ [] c. retain a reversionary interest; or .......................................................................................................................... [] d. receive the promise for life of either payments, benefits or care? ...................................................................... [] ,~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ [] J~ 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 penalt Declaration ADDRESS SIGNATURE OF P ADDRESS 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. based on all information of which preparer has any knowledge. JRN DATE :ESENTATIVE DATE For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. {}9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. {}9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 RS. §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 RS. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1503 EX + (1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS FILE NUMBER ! All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH TOTAL (Also enter on line 2, Recapitulation) (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTAT E 0 F,~/_f~_)~,,~! ~,,~...,~,~. FILE NUMBER ............. 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 VALUE AT DATE NUMBER DESCRIPTION OF DEATH TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT 5. 6. 7. FUNERAL EXPENSES: ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) ?~'~'.~ ./~/,. ~.../~ Social Security Number(s)/EIN Number of Personal Representative(s) Street Address Year(s) Commission Paid: State/~ Zip Attorney Fees .~:~,,/V'~--"- Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant /'~O/~"' Street Address City State __ Zip Relationship of Claimant to Decedent Probate Fees ,z~¢~...~,~ Accountant's Fees Tax Return Preparer's Fees TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) OF EDNA M. KRIBBS I, EDNA M. KRIBBS, of Mechanicsburg, .Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this my Last Will and Testament, hereby revoking and making null and void any and all wills and codicils at anytime by me heretofore made. FIRST: I direct my personal representative to pay all my just debts and funeral and administration expenses as soon as conveniently may be done after my decease. SECOND: I give, devise and bequeath all of the rest, residue and remainder of my estate to my children, WILLIAM E. KRIBBS, PAMELA M. ZAISER, and JAYNE K. DRAKE, to be equally divided among them, share and share alike; PROVIDED, HOWEVER, that in the event any of my said children fails to survive me and leaves issue surviving me, the gift, devise and bequest herein made to such deceased child shall not lapse but shall pass to such surviving issue who shall take per stirpes the share which their deceased ancestor would have taken had he or she survived me. Edna M. Kribb§'~ THIRD: I direct that all taxes, interest and penalties that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, including taxes on inter vivos transfers, gifts in contemplation of death, jointly held assets, and all others, shall be paid from my residuary estate as a part of the expense of the administration of my estate. FOURTH: I hereby nominate, constitute and appoint my daughter, PAMELA M. ZAISER, as Executrix of this my last will and testament; PROVIDED, HOWEVER, that in the event my said daughter, PAMELA M. ZAISER, fails to survive me or for any reason is or becomes unable or unwilling to act as my Executrix, I hereby nominate, constitute and appoint my daughter, JAYNE K. DRAKE, as Executrix of this my last will and testament. FIFTH: I direct that my personal representative~appointed hereunder shall serve without bond. SIXTH: I hereby confer upon my personal representative the following powers in addition to all powers granted by statutory or common law: 1. The power to retain any property received without any liability for so doing. 2. The power to invest in all forms of property. 2 Edna M. Kribbs 3. The power at any time to sell or lease and to grant options for the sale or lease of any real or personal property which may at any time form part of my estate, or any part thereof, or any interest therein, for such prices, upon such terms, in such way and manner and for such interests and estates as may be deemed wise by my said personal representative in her or his sole and absolute judgment and discretion, and to make, execute, acknowledge and deliver good deeds, leases, options, bills of sale and assignments therefor to the purchasers, lessees or optionees thereof without any obligation on the latter to see to or be responsible for the application of the purchase money, rent or option money. 4. The power to make distribution in cash or in kind or partly in each. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament consisting of four (4) pages this ~t+~ day of~~__ , 2003. Edn~ ~. Kribbs ' ( S~A~ ~ Signed, sealed, published and declared by Edna M. Kribbs, the above named Testatrix, as and for her last will and testament, in our presence, and we, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto. residing at residing at 4 JRD/June 30, 1992/17858 SEP 01 2004 In Re: Estate of Edna M Kribbs Late of Uppper Allen Township Estate No.: 21-04-380 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 21-2004-380 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: Pamela M Zaiser Counsel for Personal Representative: George R Zaiser Date of Grant of Original Letters: 04-20-2004 Date of Delinquency Notice: 07-30-2004 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 on July 30, 2004, and that the ten (10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e) the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 09-01-2004 Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled for at in Courtroom No. 3. If the Certification of Notice is filed prior to the hearing date, the hearing will automatically be cal~elled. Oeorg(E.t~er~.~/ ~' } JRD/June 30, 1992/17858 SEP 01 In Re: Estate of Edna M Kribbs Late of Uppper Allen Township Estate No.: 21-04-380 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 21-2004-380 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: Pamela M Zaiser Counsel for Personal Representative: George R Zaiser Date of Grant of Original Letters: 04-20-2004 Date of Delinquency Notice: 07-30-2004 The undersigned, Glenda Famer-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 on July 30, 2004, and that the ten (10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e) the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 09-01-2004 Glenda Famer Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled for at in Courtroom No. 3. If the Certification of Notice is filed prior to the hearing date, the hearing will automatically be cancelled. CERTIFICATION OF NOTICE UNDER RULE 5.6(a} Name of Decedent: ~r'--~/V'/zit. ~.. ~//t~/'~ Date of Death: Will No. Admin. No. ,,~9~-?t'?L' --0~?-'~0 To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on ~A?Ob,~-/I'/2D"O-A~ x"/,. 2-tst9~- : Name Address Notice has now been given to all persons entitled thereto under Rule 5.6(al Capacity: __ Personal Representative )~ _Counsel personal representati;c for BUREAU OF TNDTVZDUAL TAXES INHERTTANCE TAX DIVISION DEPT. Z8060! HARRISBURG, PA 171Z8-0601 COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSNENT OF TAX REV-1S¢7 EX &FP (01-ns) GEORGE R ZAISER 17qq S YORK ST HECHANICSBURG PA 17055 DATE 09-06-200q ESTATE OF KRIBBS EDNA DATE OF DEATH O~-lq-ZO0~ FILE NUHBER 21 0q-0580 COUNTY HAKE CHECK PAYABLE: AND R~T PAYMENT TO: REGISTER OF W~'LLS ~ :, OUMBERLAN~ 00.,;OOURT ~SE OARLISLE PA M CUT ALONG THIS LINE ~" RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF KRTBBS EDNA MFILE NO. 21 0~-0580 ACN 101 DATE 09-06-200q TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~a (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) $. Closely Held S~ock/Par~nershlp In~aras~ (Schedule C) ($) q. Mortgages/No,as Receivable (Schedule D) (q) $. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly O~nad Propar~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Assa~s APPROVED DEDUCTIONS AND EXEHPTIONS: 9. Funeral Expensas/Adm. Cos~s/Nisc. Expanses (Schedule H) (9) 10. Dab*s/Hot,gage Liabili~ias/L1ens (Schedule I) (10) 11. To,al Deductions 12. Ne~ Value of Tax Re~urn 15. 1~. Chari~able/govarnaan~al Bequests; Non-elected 9115 Trusts (Schedule J) Ne~ Value of Es~a*e Sub~ac~ ~o Tax .00 118~62~.58 .00 .00 ~8~793.75 .00 .00 (8) 2~,355.60 .00 NOTE: To insure proper cradi~ ~o your account, subai~ ~ha upper portion of ~his form wi~h your ~ax payment. NOTE: If an assessment ~as issued previously, 11nes 14, 15 and/or 16, 17, reflect figures that include the total of ALL returns assessed to date. 167,~18.$1 (11) 2~..:555.60 (1:~) 1~$,062.71 (15) .00 (1~) 1~:5,062.71 18 and 19 ~ill ASSESSHENT OF TAX: 15. Amoun~ of Line lq a~ Spousal re~a 16. Amoun~ of Line 1~ ~axabla a~ Lineal/Class A ra~a 17. Amoun~ of Line 1~ a~ Sibling ra~a 18. Amoun~ of Line lq ~axabla a~ Collateral/Class B ra~e 19. Principal Tax Due TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PA/D (-) 07-15-200q CDOOq157 321.89 (15) .00 X O0 = .00 (16) 1~$,062.71 X 0~5 = 6,~$7.82 (1;'), .00 X 12 = .00 (18) .00 x 15 = .00 (19)= 6,q$7.82 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL /NTEREST. AMOUNT PAID 6,q$7.82 .00 .00 .00 6,115.9~ TOTAL TAX CREDIT BALANCE OF TAX DUEI INTEREST AND PEN. TOTAL DUE ( IF TOTAL DUE IS LESS THAN $1~ NO PAYMENT IS REQU/RED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~ YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THTS FORM FOR INSTRUCTZONS.)~ I~.~ RESERVATION: PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 1Z, 198Z -- 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 life or for years, the Coamonasalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the laeful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section Zl~O of the Inheritance and Estate Tax Act, Act Z3 of 2000. (72 P.S. Section 91~0). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF NZLLS~ AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ars available at the Office of the Register of Nills, any of the Z3 Revenue District Offices, or by calling the special Iq-hour answering service for forms ordering: 1-800-36Z-ZO501 services for taxpayers with special hearing and / or speaking needs: 1-800-q~7-30ZO (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown an 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. Z81021, Harrisburg, PA 171ZB-lOZ1, 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 ariting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return far a Resident Decedent" (REV-1501) for an explanatian of administratively correctable errors. If any tax due is paid aithin three (3) calendar months after the decadent's death, a five percent (SI) discount of the tax paid is oilseed. The ISZ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January lB, 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 with first day of delinquency, or nine (9) months and one (l) day from the date of death, to the data of payment. Taxes ahich became delinquent before January 1, 198Z bear interest at the rata of six (SI) percent per annum calculated at a daily rate of .00016~. All taxes which became delinquent on and after January l, 1982 mill bear interest at a rate which mill vary from calendar year to calendar year aith that rate announced by the PA Department of Revenue. The applicable interest rates for 19BI through ZO0~ arm: Interest Daily Interest DaiZy Interest Daily Year Rate Factor Year Rata Factor Year Rata Factor ~ 2OZ .O005~S ~Y~'8-1991 llZ .000301 ~ 9Z .O00Z~7 1983 /6Z .000~3B 1992 9Z .DOOZY7 ZOOZ 6Z .00016~ 198~ 112 .000301 1993-199fi 72 .O0019Z 2003 5Z .000137 1985 132 .000356 1995-1998 92 .O00Z~7 200~ IX .000110 1986 102 .O00Z7~ 1999 7Z .00019Z 1987 IOZ .O0027~ ZOO0 7Z .O0019Z --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date sheen on the Notice, additional interest must be calculated. STATUS REPORT UNDER RULE 6.12 NameofDecedent: ~-1- A1. /(:(,8.tr<::; Date ofDeath: Lf-jCf-04L Will No.: Admin. No.: 2tJot.j ---a? 5?O 'Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the . following with respect to completion oithe ~rlmi"istration of the above-captioned estate: 1. State whether ~rlmi"i<tration of the estate is complete: Yes ~ No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal ~resentative 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 ~esentative state an account informally to the parties in interest? Yes J.Kl No 0 . c. Copies of receipts, releases, joinders and approval offonna! or informal accounts may be filed with the Clerk of the. Otphans' Court and may be attached to this report. Date: t.r-!~-05 Name f;1l.f'1- 5' ~I('K s;- ~AMC8~G-; hJf 1"/t'5S Address. 6/~ )~t--:l:2-~ . Telep ne No. I .-.. i..> '.,.. Capacity: .D Personal Representative ~ Counsel for personal representative ~ FAMilY SETTLEMENT AGREEMENT THIS AGREEMENT, made this Mday of ~'--~/. 200S, by and between Pamela M. Zaiser of Mechanicsburg, Pennsylvania~ E. Kribbs of Massillon, Ohioj and Jayne K. Drake of Voorhees, New Jersey. WHEREAS, the parties hereto are the surviving children and the beneficiaries of the Estate of Edna M. Kribbsj and WHEREAS, Pamela M. Zaiser was named Executrix under the Last Will and Testament of Edna M. Kribbsj and WHEREAS, the said Executrix has caused an Inheritance Tax Return, In the form attached hereto as Exhibit" A, // incorporated herein by reference and made a part hereof, to be duly prepared for filing with the Register of Wills of Cumberland County, Pennsylvania, which return reflects all assets of the Decedent known to the said Executrix excepting income to the Estate and all debts of the Decedent known to them excepting inheritance and income tax obligations of the Decedent and the Estatej and NOW THEREFORE, INTENDING TO BE LEGALLY BOUND, the parties hereto agree as follows: I. The rest, residue and remainder of the property, real, personal and mixed shall be distributed upon complete execution hereof, pursuant to the Last Will and Testament of Edna M. Kribbs as follows: (a) To Pamela M. Zaiser, (33%) of the residual estatej (b) To William E. Krlbbs, (33%) of the residual estate; (c) To Jayne K. Drake, (33%) of the residual estate. 2. Each of the parties hereto acknowledges notice, that pursuant to the laws of the Commonwealth of Pennsylvania, such party is entitled to the filing of an accounting with the Court of Common Pleas of Cumberland County, Orphan's Court Division, by which the Executrix, by sworn statement and affidavit, verifies the assets received by her in administering the Estate and the expenses Incurred in connection with its administration. Notwithstanding such notice, and in the interest of economy and conservation of Estate assets, each of the parties hereto waives and relinquishes such party's right to require such accounting and hereby releases and discharges the Executrix from any and all claims, demands or liability of any kind or character relating to or arising from the failure to file such accounting, it being the intention of all parties hereto that no such accounting shall be filed. 3. This Agreement relates to an Estate being administered in Pennsylvania, and to a Decedent of the Commonwealth of Pennsylvania. Accordingly, this Agreement shall be governed by the laws of the Commonwealth of Pennsylvania. 4. This Agreement shall be binding upon the parties hereto, their heirs, successors and assigns. 5. This Agreement shall be legally effective and legally binding whether the original hereof is signed in counterpart by the parties hereto. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the day and year first written above. J!J.A;"'.I>/ C' J '< (,',. ./ ~ AI~z-tf'~ William E. Kribbs Executrix Pamela M. Zaise ~~~~o~ J~M- ,tc,~. Jayne K. Drake