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Home My WebLink About03-0471 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Miriam C. Aungst No. ~ )-~)~- also known as , Deceased Social Security No. 419-40-7498 Petitioner(s), who is/are 18 years of age or older, apply(les) for: (C,OMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut or [ Decedent, dated 12/5/2000 and codicil(s) dated named in the Last Will of the State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at Bethany Villa.cje~ 325 Wesley Drive, Mechanicsbur(], PA 17055 (list street, number and municipality) Decedent, then 93 years of age, died May 5, ,2003 , at 1701 Lin,qlestown Rd., Harrisburg, PA 17110 (Location) Decedent at death owned property with estimated values as follows: (if domiciled in PA) All personal property ......................................... $ (if not domiciled in PA) Personal property in Pennsylvania .................... $ (If not domiciled in PA) Personal property in County .............................. $ Value of real estate in Pennsylvania ........................................................................................ $ Total ..................................................................................................................... $ 50,000.00 50,000.00 Real Estate situated as follows: None 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 undersi Typed or printed name and residence Charles W. Aun,qst 316 Valley Street Rockledqe~ PA 19046-4277 Oath of Personal Representative Commonwealth of Pennsylvania County of CUMBERLAND The Petitioner(s) above-named swear(s) and affirm(s) that the statem~the foregoing Petition are true and correct to the best of the knowledge and belief of Peti~oner~) and,ti)at, as p~efson~l representative(s) of the Decedent, Petitioner(s) ..... will well d n' subs~,ribedand truly administer the~~,..~X/~./~~---'-~estate Bi sworn To an(] amrme a .o ~ ~haries ~/. Aun~(~t, E~e(~ut/of~ ~ ~. . before me this ~.-~-~' -/// day of / ~ ::'.. ~ i~ ,,,~ DECREE OF REGISTER Estate of Miriam C. Aunq~t Deceased No. ~, / o ~ - .~/q / also known as Social Security No: 41~-40-7498 Date of Death: 5~5~2003 AND NOW, ~ )L~'~d. C:) , 2003 , in consideration ofthe Petition / on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters I~ Testamentary I~ of Administration (c.t.a., d.b.n.c.t.; pendente lite; durante absentia; durante minoritate) are hereby granted to Charles W. Aungst in the above estate and that the instrument(s), if any, dated December 5, 2000 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters .................................... $ Short Certificate(s) ...... (..8..)...$ Renunciation .......................... $ Affidavit ( ) ....................... $ Extra Pages ( ) .............. $ Codicil ................................. $ JCP Fee ................................. $ Inventory & Tax Forms ............. $ Other ...................................... $ TOTAL ............................. $ .' Re~oister of Wills /'2 Attorney: George P. O'Connell, Esquire I.D. No: 09213 Address: 608 Huntingdon Pike Rockledge PA 19046-4490 Telephone: 215-379-3015 Ext. 15 DATE FILED: RW-7A I05.R05 REV 9/86 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as l,ocal Rggistrar. The original certificate will be forwarded to the State Vital Records Office for permanent ~ling. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 Local R~ar - COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ~' -- 17 ' ]~. I~ ~ ~ LJ S~ LJ 0 ?-o~. LAST WILL AND TESTAMENT OF MIRIAM C. AUNGST I, MIRIAM C. AUNGST of 325 Wesley Drive, Apartment 124, Bethany Village, Lower Allen Township, Mechanicsburg, Cumberland County, Pennsylvania, declare this to be my Last Will and revoke any codicil previously made by me. ITEM 1: I devise and bequeath the amount of $50,000.00 to my sister in law, MADELINE DENGLER of 503 North 69th Street, Harrisburg, Dauphin County, Pennsylvania, providing she shall survive me by thirty (30) days. In the event the said MADELINE DENGLER predeceases me or is living on the thirty first (31 st) day following my death, I bequeath the said sum of $50,000.00 to my daughter, NIKKI RIGGINS, or to her issue living on the thirty first (31 st) day of my demise. ITEM 2: I devise and bequeath the residue of my estate of every nature and wherever situate, together with all insurance thereon, in equal shares to my daughter, NIKKI RIGGINS, my stepson, CHARLES W. AUNGST, any my stepdaughter, CAROLYN A. MUSANTE, or their issue per stirpes. ITEM 3: I direct that all of my last expenses be paid when practicable after my demise. ITEM 4: 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. ITEM 5: I appoint my stepson, CHARLES W. AUNGST, Executor, of this my Last Will. In the event my stepson, CHARLES W. AUNGST, fails to qualify or cease to act as Executor, I appoint my daughter, NIKKI RIGGINS, Executrix of this my Last Will. ITEM 6: I direct that my personal representative or his successor shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ITEM 7: I direct that my body be buried in the National Cemetery, Fort Indiantown Gap, Pennsylvania, with my late husband, COLONEL FOSTER W. AUNGST. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this _~ day of It~_~. ~ ,2000. MIRIAM C. AIJNGST le Signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. residingat ,]~/Pc,~,, ¥ zz-, B- ,'/P.,~ / P'o $-3'~ residing COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF CUMBERLAND ) We, MIRIAM C. AUNGST, ~/-r-~,,~ ,"~,r4-/C[~" ('o,y,,,v~- , and gl~ 1~.. t4 m~,, , the Testatrix and the wimesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose therein expressed, and that each of the wimesses, in the presence and hearing of the Testatrix, signed the will as wimess and that to the best of his or her knowledge, the Testatrix was at the time eighteen (18) years of older, of sound mind and under no constraint or undue influence. essAM C. AUNGST ' / Witness Subscribed, sworn and acknowledged before me ~-/~t,~, ~ Cq~o),,~e by MIRIAM C. AUNGST, the ' · ' Testatrix, and subscribed arid sworn to before me by ~/_~/4 ,'~',~/~ a:-_~,4,"~ and ~'~ ~- ~n~r.,'~ , the wimesses, this ~ day of ~c~-~De.F ' ,2~ Nota~~ubhc - -$ - ~ ~E~) · ast ~lill a.i~ i~estament MIRIAM C. AUNGST '03 ~t~Y30 P1:44 HENRY F, COYNE ATTORNEY AT LAW 3901 MARKET STREET CAMP HILL, PENNSYLVANIA 17011 TELEPHONE 717-737-0464 REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Miriam C. Aungst, Deceased Date of Death: May 5, 2003 Date Letters Granted: June 9, 2003 File No. 2003-00471 To The Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on June 16, 2003: _Name Madeline Dengler Nikki Riggins Carolyn Musante Charles W. Aungst _Addresses 503R N. 69~ Street, Harrisburg, PA 17111 2601 Hedgerow Lane, Clarksville, TN 37043 473 Hill Road, Wernersville, PA 19565 316 Valley Street, Rockledge, PA 19046 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except: None. Date: June 16 2003 Attorney I.D. #09213 Address: 608 Huntingdon Pike Rockledge, PA 19046-4490 Telephone: (215) 379-3015 Capacity: ~ Personal Representative _.~__X Counsel for Personal Representative Rev. 9/95 HARRY C. BARBIN GEORGE P. O'CONNELL WILLIAM M. O'CONNELL, III DIRECT DIAL: 215-379-1638 215-379-2348 215-379-4679 BARBIN & O'CONNELL A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 608 HUNTINGDON PIKE ROCKLEDGE, PA 19046-4490 (215) 379-3015 FAX(215) 663-8906 E-MAlL: hcb~barbin-oconnell.com gpo~barbin-oconnell.com wrno~barbin-ocon nell.corn SENT VIA FEDERAL EXPRESS July 29, 2003 Register of Wills Office Cumberland County Courthouse One Courthouse Square Room 102 Carlisle, PA 17013-3387 Re: Estate of Miriam C. Aungst, Deceased File #2003-00471 Dear Sir/Madam: Enclosed herein please find check #0994 in the amount of $20,000.00 representing an estimated payment of the inheritance tax on behalf of the above-captioned estate. Would you please time stamp a copy of this letter acknowledging receipt of said payment and return same to our office in the envelope provided. If you have any comment or question concerning the above, kindly contact me at your convenience. Very truly yours, BARB1N & O'CONNELL George P. O'Connell GPO:ch enclosures cc: Mr. Charles W. Aungst USA Airbill Express FedEx Tracking Number 8390 2798 6844 I From Thispo~ioncanlmremovedf~rRecipie~srecords. Date 7-29-03 FedEx Tracking Number 839027986844 Sender's Name George P. O'Connell, ~sq. o BARBIN ~ O'CONNELL "~ ,, Company · = '" Address 608 HUNTINGDON PIKE Phone ~: c~R CKLEDOE Dept~or/Suit~Roorn State PPi' zip I ~046-4455 2 Your ,nteroa, Billing Reference i ,52 {3q' 3To Recipients Register of Wills Office 717 240-63h5 Name Phone Company Cumberland County Courthouse Address To "HOLD" at ~dEx Iocatmn, pdnt R~dEx address. Address One Courthouse Square c~ Carlisle State PA z,P 17013-3387 4a Express Package Sewic$ .-,----% / / Delivery commitment may be later in sorne areas / FedEx Priority Overnight t' ~ FedEx~'andard Overnight ~ FedEx First Overnight ] ~es delivery tO select locations NextbusinessmernMg ~ Ne)~b ossafternoon ~ Eadiemnextbusinessmoming [] FedEx2Day [] FedEx Express Saver Second business day 7hi~l business day I__ FedEx Ermelo[le rate not available. Minirnum charge: One-pound rate 4b Express FreigMService Packagesoverl~Olba Deliyer~ commitment may ~ later in some [] FedEx 1Day Freight' [] FedEx 2Day Freight [] FedEx 3Day Freight Ne~ business day Second business da,/ INrd business Call for Co~rmabom. 6 Special Handling ,.c,.ge FedExaddressin Section3 SA'IURDAY Da~a~y HOLD Weekday HOLD Saturday [] AvailableonlyforF~dExPdodW [] at FedEx Locat~m [] at FedEx Locabon Overnight and FadEx 2Day N~t available for Avai!able only for ~.--%. Does this shipment contain dangerous goods? select locations !~o r~ Yes ~ Yes l~.~/ L~ Asperattached ~ ShippeYsDoclar~on [] Drylce L [] Cargo Aircraft Only /f~-'"'~ayntent Billto: Obtain Recip F-~ we cannot deliver to P.Oi boxes or P,O, ZIP codes. / ~ E.ter FedEx Acct. No or Cmdd Card No below. AccL No [ 3~ ~nder ~ Recipient ~ ~irdPa~ ~ Cred~Card Cas Check De~r~u~m '~lled. and agree to indemn~ and hold us ha~le~ Eom any ~se~Dg claims DO NOT REMOVE THIS AREA ~ ...?'~- ×~z~;- Peel and Stick FedEx USA Airbill 1. Complete front page of the Airbill. 2. Retain "Sender's Copy" for your records. 3. Remove label backing. 4. Adhere Airbill to front of package. Please DO NOT remove "FedEx Copy." PEEL FROM THIS CORNER. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-O601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 00285O O'CONNELL GEORGE P 608 HUNTINGDON PIKE ROCKLEDGE, PA 19046-4277 ........ fold ESTATE INFORMATION: SSN: 419-40-7498 FILE NUMBER: 2103-0471 DECEDENT NAME: AUNGST MIRIAM C DATE OF PAYMENT: 07/30/2003 POSTMARK DATE: 07/29/2003 COUNTY: CUMBERLAND DATE OF DEATH: 05/05/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $20,000.00 REMARKS: GEROGE P O'CONNELL TOTAL AMOUNT PAID: $20,000.00 SEAL CHECK# 0994 INITIALS: JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS '03 JUN -9 I~ll :aO HARRY C. BARBIN GEORGE P. O'CONNELL WILLIAM M. O'CONNELL, 1II DIRECT DIAL: 215-379-1638 215-379-2348 215-379-4679 BARBIN & O'CONNELL A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 608 HUNTINGDON PIKE ROCKLEDGE, PA 19046-4490 (215) 37%3015 FAX (215) 663-8906 E-MAlL: hcb~barbin-oconnell.com gpo~barbin-oconnelLcom wmo~barbin-oconneli.com December 9, 2003 Register of Wills Office Cumberland County Courthouse One Courthouse Square Room 102 Carlisle, PA 17013-3387 Re.' Estate of Miriam C. Aungst, Deceased File #2003-00471 Dear Sir/Madam: Enclosed herewith please find original and one copy of the Inventory and Pennsylvania Inheritance Tax Return on behalf of the above estate along with check # 102 in the amount of $3,402.72 representing payment of inheritance tax due. Would you please time stamp a copy of this letter and the front sheet of the Inventory, and Inheritance Tax Return acknowledging receipt of said documents for our records. Also enclosed find our check in the amount of $15.00 to cover the cost of the filing fee of the Pennsylvania Inheritance Tax Return. If you have any comment or question, please contact me at your earliest opportunity. Very truly yours, BARBIN & O'CONNELL George P. O'Connell GPO:baw Enclosures cc: Charles W. Aungst 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 003333 O'CONNELL GEORGE P 608 HUNTINGDON PIKE ROCKLEDGE, PA 19046-4277 ........ fold ESTATE INFORMATION: SSN: 419-40-7498 FILE NUMBER: 2103-0471 DECEDENT NAME: AUNGST MIRIAM C DATE OF PAYMENT: 12/12/2003 POSTMARK DATE: 12/10/2003 COUNTY: CUMBERLAND DATE OF DEATH: 05/05/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $3,402.72 REMARKS.' TOTAL AMOUNT PAID: CHARLES W AUNGST EXEC. C/O GEORGE P O'CONNELL $3,402.72 SEAL CHECK# 1 O2 INITIALS: AC RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS R~EV-1500 EX~ + (6-00) UJ F-- Z u.I Z O 13. UJ n,' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE iNITIAL Miriam C. Aungst DATE OF DEATH (MM-DD-Year) 05/05/2003 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DATE OF BIRTH (MM-DD-Year) 11/12/1934 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE iNITIAL) OFFICIAL USE ONLY FILE NUMBER 2 1 -0 3 0 0 4 COUNTY CODE YEAR NUblSER 7 1 SOCIAL SECURITY NUMBER 4-0 - 7 4~'3 4 1 9-- THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER [-~1. Odginal Return ~---J 4. Limited Estate [~-'J 6. Decedent Died Testate (Attach copy of Will) [~9. Litigation Proceeds Received [~ 2. Supplemental Retum E]4a. Future Interest Compromise (date of death after 12-12-82) "-[ 7. Decedent Maintained a Living Trust (A~ach copy of Trust) J--'-[ 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) J--"~ 3. RemainderRetum (dateofdeathpdorto12-13-82) [--15. Federal Estate Tax Return Required 0__ 8. Total Number of Safe Deposit Boxes r'-] 11. Election to tax under Sec. 9113(A) (Attach Sch O) THIS SECTION MUST BE COMPL,- i ~-D. ALL CORRESPONDENCE AND CONFIDENTIAL. TAX INFORMATION SHOULD BEDIRECTED TO= NAME COMPLETE MAILING ADDRESS George P. O'Connell, Esquire FIRM NAME {If Applicable) BARBIN & O'CONNELL TELEPHONE NUMBER 215-379-3015 Ext. 15 608 Huntingdon Pike Rockled(]e PA 19046-4490 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) ['~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 204~891:81 149,510.98 218~573.36 OFFICIAL USE ONLY (8) 28~837.27 686.43 572,976.15 (11) 29,523.70 (12) 543,452.45 (13) (14) 543,452.45 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. X __ (15) 543,452.45 X .045 (16) 24,455.36 X .12 (17) X .15 (18) (19) 24,455.36 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SI:DE AND RECHECK MATH Decedent's Complete Address: STREET ADDRESS Bethany Village 325 Wesley Drive CITY Mechanicsburgs Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 20,000.00 1,052.64 JSTATE PA J ziP 17055 (1) 24,455.36 Total Credits (A + B +C) (2) 21,052.64 No Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund (4) If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payab/e to: I~EGI$1'Ei~ OF WILLS, AGENI' PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes 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 cons derat on? .................................................................................. [] 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 des gnat on? IF THE ANSWER TO ANY OF THE ABOVE Under penalties of have examined this Roc e SIGNATURE ( IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. schedules and statements, and to the best of my knowledge and belief, it is true. correct and complete. of which preparer has any knowledge. SIGNATURE OF F PA 19046 DATE 0.00 3,402.72 3~402.72 ADDRESS 608 gdon Pike Rockledge PA 19046 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 I'neal beneficiaries' is 4.5%, except as noted in 72 P.S. {}9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedenrs siblings is 12% [72 P.S. {}9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1503 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Miriam C. Aungst FILE NUMBER 21 03 00471 SCHEDULE B STOCKS & BONDS AIIpropertyjoint~wnedwithdghtofsuwbomhipmust ~ disclosedonScheduleF. ITEM VALUEAT DATE NUMBER DESCRIPTION OF DEATH 1. 204,891.81 18,814.675 Shares Blackrock Funds Cusip #091928580 @10.89/share TOTAL (Also enter on line 2, Recapitulation) $ 204,891.81 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER Miriam C. Aungst ~1 03 00471 Include the proceeds of litigation and the date the proceeds were received by the estate, All proper~ jointly-owned with dght of survivorship must be disc!_n_~ed on Schedule F. ITEM NUMBER DESCRIPTION 1. AARP Money Fund Acct. No: 00500889042 10 11. 12 Asbury Services, Inc. & Affiliates Refund - Bethany Village First Union National Bank Checking Account No: 1010041727373 Hospice of Central Pennsylvania Refund of prepaid monthly services MBNA America Bank, N.A. Goldsavers Money Market Account PNC Bank Checking Account No: 51-4000-1956 Tricare Payment - Claims Administrator Reimbursement of Medical Expenses U.S.A.A. - Renters Insurance Refund of unused premium Verizon Communications Refund of telephone service U.S.A.A. - Subscriber's Savings Account #00657-09-77 United States Treasury 2002 Federal Income Tax Refund Pennsylvania Department of Revenue 2002 State Income Tax Refund TOTAL (Also enter on line 5, Recapitulatior VALUE AT DATE OF DEATH 20,965.79 115.30 61,467.74 6,900.00 46,379.96 7,332.79 2,698.59 31.34 9.13 144.14 3,278.00 188.20 149~510.98 (If more spa~ is needed, insed additional shee~ of the same size) REV-151i3 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Miriam C. Auncjst SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21 03 00471 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is les. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OFTHE TRANSFEREE, THEIR RELATIONSHiPTO DECEDENTAND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1. MetLife Annuity 24,153.34 100. 24,153.3~1 Contract #A0239633 Named Beneficiary: Nikki Riggins - Daughter 2. Glenbrook Life & Annuity 112,335.41 100. 112,335.41 Contract #GA107618 - Named Beneficiaries: Nikki Riggins, Daughter & Carolyn Musante, Step-Daughter 3. Sun Life Financial Keyport 82,084.61 100. 82,084.61 Contract #KA00734186-1 Named Beneficiary: Catherine Aungst, Daughter-in-law TOTAL (Also enter on line 7 Recapitulation) $ 218,573.30 (If more space is needed, insert additional sheets of the same size) EV-151.1 EX + (12-99) COMMONWEALTH OFPENNSYLVAN~ INHERITANCETAXRETURN RESIDENT DECEDENT ESTATE OF SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER Miriam C. Aungst ITEM NUMBER 8. 9. 10. 11. 12. 13. 14. 15. 16 17. 21 03 00471 Debts of decedent must be reported on Schedule I. DESCRIPTION FUNERAL EXPENSES: NeillFuneral Home, Inc. FuneralLuncheon ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Charles W. Aunqst Social Secudty Number(s)/EIN Number of Personal Representative(s) Street Address 316 Valley Street City Rockledge State PA Year(s) Commission Paid: 2003 AttomeyFees Barbin & O'Connell Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant 185-28-6828 Zip 19046 Street Address City State Relationship of Claimant to Decedent Zip Probate Fees Register of Wills - Cumberland County Accountant's Fees Tax Return Preparers Fees Cumberland County Law Journal - Legal Advertising Register of Wills - Short Certificates EVP Security Valuations Photocopying expenses Postage Telephone expenses Charles W. Aungst, Executor expenses The Sentinel - Legal Advertising Notary Fees Federal Express PNC Bank - Service Charges TOTAL (Also enter on line 9, Recapitulation) $ AMOUNT 194.70 177.00 20,189.29 7,500.00 123.00 75.00 12.00 1.30 1.50 5.35 5.84 384.00 122.63 11.00 14.66 20.00 (If more space is needed, insert additional sheets of the same size) 28,837.27 REV-151~ EX + (6-98) COMMONWEALTH OFPENNSYLVANIA INHERITANCETAXRETURN RESIDENT DECEDENT ESTATE OF SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER Miriam ¢. Apng8t 21 03 00471 Include unreimbursed medical expenses, ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 358.31 Alert Physicians at Bethany Village Mechanicsburg, PA 17055 Outstanding Life time Medical Bill VeriCare Outstanding Life time Medical Bill TOTAL (Also enter on line 10, Recapitulation) $ 328.12 686.43 (If more space is needed, insert additional sheets of the same size) REV-1513 ,EX + (g.nnl COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER Miriam C Aun_ost NUMBER II. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a)(1.2)] Madeline Dengler 503R North 69th Street Harrisburg, PA 17111 Nikki Riggins 2601 Hedgerow Lane Clarksville, TN 37043 Carolyn Musante 473 Hill Road - P.O.Box 149 Wernersville, PA 19565 Charles VV. ^ungst 316 Valley Street Rockledge, PA 19046 ;{1 03 00471 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE Sister-in-law Daughter Step-Daughter Step-Son Specific Bequest $50,000 One-Third (1/3) Residuary Estate One-Third (1/3) Residuary Estate One-Third (1/3) Residuary Estate ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART l! - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) WHEREAS, on the 9th dated December 5th 2000 Register of Wills of CUMBERLAND County, Pennsylvani~ Certificate of Grant of Letters No. 2003-00471 PA No. 21-03-0471 ESTATE OF AUNGST MIRIAM C Late of LOWER ALLEN TOWNSHIP UU~>~_/X~ ~OU~'l'~, Deceased Social Security No. 419-40-7498 day of June 2003 an instrument was admitted to probate as the last will of AUNGST MIRIAM C (~'1', ~'1~'1', M±~) late of LOWER ALLEN TOWNSHIP , CUMBERLAND County, who died on the 5th day of May 2003 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, DONNA M. OTTO , Register of Wills in and for the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to AUNGST CH3~RLES W who has duly qualified as Executor(rix) and has agreed to administer the estate according to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my Office the 9th day of June 2003. **NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) LAST WILL AND TESTAMENT OF MIRIAM C. AUNGST I, MIRIAM C. AUNGST of 325 Wesley Drive, Apartment 124, Bethany Village, Lower Allen Township, Mechanicsburg, Cumberland County, Pennsylvania, declare this to be my Last Will and revoke any codicil previously made by me. ITEM 1: I devise and bequeath the amount of $50,000.00 to my sister in law, MADELINE DENGLER of 503 North 69th Street, Harrisburg, Dauphin County, Pennsylvania, providing she shall survive me by thirty (30) days. In the event the said MADELINE DENGLER predeceases me or is living on the thirty first (3 lst) day following my death, I bequeath the said sum of $50,000.00 to my daughter, NIKKI RIGGINS, or to her issue living on the thirty first (31st) day of my demise. ITEM 2: I devise and bequeath the residue of my estate of every nature and wherever situate, together with all insurance thereon, in equal shares to my daughter, NIKKI RIGGINS, my stepson, CHARLES W. AUNGST, any my stepdaughter, CAROLYN A. MUSANTE, or their issue per stirpes. ITEM 3: I direct that all of my last expenses be paid when practicable after my demise. .I. TEM 4_.' 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. ITEM 5~: I appoint my stepson, cHARLEs W. AUNGST, Executor, of this my · Last Will. In the event my stepson, CHARLES W. AUNGST, fails to qualify or cease to act as Executor, I appoint my daughterl NIKKI RIGGINS, Executrix of this my Last Will. _ITEM 6_.' I direct that my personal representative or his successor shall not be required to give bond for'the faithful performance of their duties in any jurisdiction. _ITEM 7.'_ I direct that my body be buried in the National Cemetery, Fort Indiantown Gap, Pennsylvania, With my late husband, COLONEL FOSTER W. AUNGST. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this ~ day of lgx. ~ _, 2000. MIRIAM C. AUNGST r Signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. COMMONWEALTH OF PENNSYLVANiA COUNTY OF CUMBERLAND We, MIR/AM C. AUNGST, ~/5',4 //-t,,,4- ,.¥~=- C0. ,,~-~- , and ~~31~°" ., the Testatrix and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the Purpose therein expressed, and that each of the witnesses, in the preser~ce and hearing of the Testatrix, signed the will as witness and that to the best of his or her knowledge, the Testatrix was at the time eighteen (18) years of older, of sound mind and under no constraint or undue influence. Subscribed, sworn and acknowledged before me M/R/Ag{ C AUNGST a.~ ,~, ..... a//e"~"/ ,~--~,,v-~ b,, ~_~.~-~.~_~. ,_m~ ~esramx, and subscribed and S~O-- ~ ; · .' ....' "~"-=' "¢"7"4'e' and j, -- ,/-t ,, to oe~ore me by Nota~ Public -~ ~ I ~,,--;,:.... .... :-.:.'. ' .......... '~'[..". '.~5-..: ...,:4' i : Glenbrook Life and Annui~ Company P.O. Box 94212 Palatine, IL 60094-4212 GLENBROOK I_,IFE A Member of Al/~tate Financial Group July 15, 2003 Barbin & O'Cormell Attn: Goerge O'Colmell 608 Huntingdon Pike Rockledge, PA 19046-4490 Re: Miriam Aungst Contract Number: GA107618 Dear Mr. O'Connell: We have been requested to complete Internal Revenue Service (IRS) Form 712 with regard to the referenced contract. The purpose of Form 712 is to provide an estate or donor with the value of a life insurance contract or with its proceeds as of certain date (usually the owner's date of death or date of transfer of the contract). The contract referenced was an annuity contract, which is not reportable on IRS form 712. The following information is provided regarding the value of the annuity and other data as of the date specified: Date of Death: 05/5/03 Annuity Value* as of Date of Death: $112,335.41 Cost Basis: $ 77,726.22 Named Beneficiary: Nicki Riggins and Carolyn Musante *The actual amount paid may differ due to Market Value Adjustments and/or any applicable Surrender Charges. If you have any questions, or need further assistance, please contact us at 1-877-499-6418. Sincerely, Brian Ok Life and Annuity Claims Overnight Address: 544 Lakeview Parkway, Vernon Hills, IL 60061 Toll Free Fax: 1-866-635-4523 Sun Life Financial July 28, 2003 Bm'bin & O'Cormell Arm: George P, O'Cmmell 608 Huntingdon Pike Rockledge, PA 19046-4490 Via Fax: (215) 663-8906 Contract Owner: Contract Annuitant: Contract Qualification: Contract Number: Dear Mr. O'Connell, Miriam C. Aungst (Deceased) Charles W, Aungst Non-Qualified KA00734186-01 We were sorry to hear of the pas~ing of our client, Miriam C. Aungst. Please extend our sympathies to her family and friends. Our records Indicate that the surrender value of this contract on May 5, 2003 was $82,084.61. If you have any other questions, (800) 367-~/553. please contact one of our Customer Service Representatives at Ro~rt lY&ta Correspondence Representative Sun Life Financial PO Box ,~1 ia ~,~lo=~, ~,a,. ,~ ...... TOTAl_ Investment P~ogram July 16, 2003 Kansas City, P.O. Box 219735 Missouri 64121-9735 aarp.scudder.com Barbin & O'Connell Attn George P O'Connell 608 Huntingdon Pike Rockledge PA 19046-4455 Inquiry #: Fund: Account #: 20434683 Tax FreeMoney-ClassAARP 00500889042 Dear George P. O'Connell: We are writing in response to your request for information regarding the value of Miriam C. Aungst's account(s). The information below is only for the date you requested, May 5, 2003: FUND NAME(S) NUMBER OF SHARE SHARES PRICE Tax Free Money Fund 20,965.788 $1.00 ACCOUNT BALANCE $20,965.79 The above account was established March 5, 1997 as a individual account. If you have any questions, please call our AARP Shareholder Services Department at (800) 253-2277, Monday through Friday from 7:00 a.m. to 6:00 p.m. Central Time. We will be happy to assist you. Sincerely, Dawn Jackson Service Specialist July 10, 2003 George P. O'Connell, Esq. Barbin & O'Connell 608 Huntingdon Pike Rockledge, PA 19046-4490 Subject: Estate of Miriam C. Aungst Dear Mr. O'Connell: We recently received your request to provide the date-of-death balance for the below referenced account(s). The information that you requested is as follows: Account Type Date-of-Death Accrued Interest Account Registration Number/ of Account Balance Included in Date-of- Open date May 5, 2003 Death Balance 571782556 Money $46,379.96 $45.72 Miriam. C. Aungst 2/26/97 Market We have enclosed statements that contain the additional information requested. The check for the closing balance has been sent under separate cover. If you have any questions, please call 1-800-345-0397, Monday through Friday from 8 a.m. to 8 p.m., or Saturday, 8 to 5 (Eastern time). If you prefer, you may write to P. O. Box 15103, Wilmington, DE 19850-5103. Our knowledgeable representatives are ready to assist you. Sincerely, N'ancy Ballac~ t~-~e~4~-~ Deposit Services department ffnjb ® First Union/Wachovia Attn: Balance Confirmation Services P O Box 40028 Roanoke VA 24022-7313 Reference ID: 650263 July 11, 2003 BARBIN & OCONNELL ATTORNEYS AT LAW 608 HUNTINGDON PIKE ROCKLEDGE, PA 19046-4490 SUBJECT: Verification / Confirnmtion of Account and Balance Information provided for: Customer: MIRIAM C AUNGST (SSN# 419-40-7498) Date of Death: May 5, 2003 _DeA;losit Aeco,unt Information Account Account Date of Death Average Date Maturity Interest Accrued Type Number Balance Balauce* Opened Date Rate Interest CHECKING 1010041727373 $61,467.74 7/16/2001 $27.08 LEGAL TITLE: MIRIAM C AUNGST YTD Date Interest Paid Closed $324.69 7/10/2003 Account Type * Due to system imitations, we can only provide a twelve month average balance on depository accounts. Other Account Information Account Date of Balance Date Date Ledger Number Opened Closed 3./3/1997 ANNUITY KPUM 1 KA00734186 LEGAL TITLE: MIRIAM C AUNGST CHARLES W AUNGST KEY PORT - For infommtion regarding annuities, please call 800-752-5294 Collected 000671 Reference ID: 650263 * Date of death balance does not include accrued interest. * If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were ~~.de during that time period. Servicenter Associate Phone: (540)563-7323 abs; js OO0671 PNCBAN< July 22, 2003 George P. O'Cormell 608 Huntingdon Pike Rocklcdge, PA 19046-4490 Estate of Miriam C. Aungst, deceased SSN: 419-40-7498 DOD: 5/5/2003 Dear Mr. O'Connell: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking Account Account #5140001956 MIRIAM C AUNGST DOD balance: $7,331.90 + $,89 accrued interest Interest Paid 1 / 1/2003 - 5/5/2003 - $4.19 Established 08/01/1965 For Brokerage information, please call 1-800-762-6111. (Account) INV #12358293 Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process any financial transactions or provide statements, If you need assistance with any of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank bra~ach office. Sincerely, Rachelle Wells 1-800-762-1775 P7-PFSC-04-F 500 first Ave. Pittsburgh PA 15219 Member FDIC TOTAL P.Ol REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY Estate of MIRIAM C. AUNGST also known as , Deceased No. 21 03 00471 Date of Death 5~5~2003 Social Security No. 419-40-7498 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unswom falsification to authorities. Name of Attorney: I.D. No.: Address: GEORGE P. O'CONNELLI ESQUIRE 09213 608 HUNTINGDON PIKE ROCKLEDGE PA 19046 Personal Re~'resentative: ,///~ Telephone: 215-379-3015 Description Value SEE ATTACHED SHEET Total (Attach Additional Sheets if necessary) 354,402.79 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 354,402.79 Report Date 11/19/2003 Date Cpi# Tr# Entity: 714 Estate of Miriam C Aungst Schedule PI Inventory Of Assets At Date Of Death Description Barbin & O'Connell Amount Mutual Funds and Unit Trusts 1. P12 Blackrock Fds PA Tax Free Income Port Mutual Fund CL B 5/05/2003 28 Value at date of death 18,814.675 shares @ $10.89/share Total Mutual Funds and Unit Trusts Cash and Money Account-. 2. P14 AARP 5/05/2003 3. P6 5/05/2003 4. PlO 5/05/2003 5. P7 5/05/2003 6. P9 5/05/2003 7. P18 5/05/2003 8. P13 5~05/2003 Kansas City, MO 64121-9735 00500889042 Money Fund 171 30 Value at date of death Asbury Services, Inc. & Affiliates Gathersburg, MD 20877 Refund - Bethany Village 7 Value at date of death First Union National Bank Harrisburg, PA 1010041727373 Checkin,q Account 19 Value at date of death Hospice of Central Pennsylvania Enola, Pennsylvania, 17025 Refund - 9 Value at date of death MBNA America Bank, N.A. P. O. Box 15103, Wilmington, DE 19850-5103 57-178255-6 Goldsavers Money Market Acct. 16 Value at date of death Pennsylvania Dept. of Revenue Harrisburg, Pa 17129 2002 - PA Refund 98 Value at date of death PNC BANK Philadelphia, PA 51-4000-1956 Checking Account 29 Value at date of death 204,891.81 204,891.81 2O,965.79 115.30 61,467.74 6,900.00 46,379.96 188.20 7,332.79 Page: 1 Schedu~ P1 Inv&ntory Of Assets At Date Of Death (Continued) 9. P8 Tricare Payment- Claims Admistrator Palmetto Govt. Benf. -Columbia, SC 29219-0001 5/05/2003 10. P17 5/05/2003 11. P16 5/05/2003 12. P15 5/05/2003 13. P5 5~05/2003 Reimbursements - Medical Expenses 11 Value at date of death United States Treasury Philadelphia, PA 2002 Federal Income Tax Refund 85 Value at date of death USAA 9800 Fredericksburg Rd., San Antonio, TX 00657-09-77 Subsriber's Savinqs Account 65 Value at date of death USAA - Renters Insurance San Antonio, TX 78288 00657-09-77 Renter's Insurance 31 Value at date of death Verizon Communications Philadelphia, PA Refund 5 Value at date of death Refund - overpayment Total Cash and Money Accounts Total Inventory Of Assets At Date Of Death 2,698.59 3,278.00 144.14 31.34 9.13 149,510.98 354,402.79 Page: 2 Schedule P1 REGISTER Of WILLS CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY Estate of MIRIAM C. AUNGST also known as , Deceased No. 21 03 00471 Date of Death 5/5/2003 Social Security No. 419-40-7498 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. INVe verify that the statements made in this inventory are true and correct. INVe understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal R. epre.~entative: Name of Attorney: GEORGE P. O'CONNELL~ ESQUIRE .//' / I.D. No.: 09213 CHARLES)tV. AUNGST Address: 608 HUNTINGDON PIKE Dated ROCKLEDGE PA 19046 Telephone: 215-379-3015 SEE ATTACHED SHEET Description Value 354,402.79 Total (Attach Additional Sheets if necessary) 354,402.79 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 Report Date 11/19/2003 Date Description Estate of Miriam C Aungst Schedule P1 Inventory Of Assets At Date Of Death Barbin & O'Connell Amount Mutual Funds and Unit Trusts 1. Blackrock Fds PA Tax Free Income Port Mutual Fund CL B 5/05/2003 Value at date of death 18,814.675 shares @ $10.89/share Total Mutual Funds and Unit Trusts Cash and Money Accounts 2. AARP 5~05/2003 3. 5/O5/20O3 4. 5/05/2003 5. 5/05/2003 6. 5/05/2003 7. 5/05/2003 8. 5~05/2003 Kansas City, MO 64121-9735 00500889042 Money Fund 171 Value at date of death Asbury Services, Inc. & Affiliates Gathersburg, MD 20877 Refund - Bethany Village Value at date of death First Union National Bank Harrisburg, PA 1010041727373 Checking Account Value at date of death Hospice of Central Pennsylvania Enola, Pennsylvania, 17025 Refund - Value at date of death MBNA America Bank, N.A. P. O. Box 15103, Wilmington, DE 19850-5103 57-178255-6 Goldsavers Money Market Acct. Value at date of death Pennsylvania Dept. of Revenue Harrisburg, Pa 17129 2002 - PA Refund Value at date of death PNC BANK Philadelphia, PA 51-4000-1956 Checking Account Value at date of death 204,891.81 204,891.81 20,965.79 115.30 61,467.74 6,900.00 46,379.96 188.20 7,332.79 Page: 1 Inventory Of Assets At Date Of Death (Continued) 9. Tricare Payment - Claims Admistrator Palmetto Govt. Benf. -Columbia, SC 29219-0001 5/05/2003 10. 5/05/2003 11. 5/05/2003 12. 5/05/2003 13. 5/05/2003 Reimbursements - Medical Expenses Value at date of death United States Treasury Philadelphia, PA 2002 Federal Income Tax Refund Value at date of death USAA 9800 Fredericksburg Rd., San Antonio, TX 00657-09-77 Subsriber's Savings Account Value at date of death USAA - Renters Insurance San Antonio, TX 78288 00657-09-77 Renter's Insurance Value at date of death Verizon Communications Philadelphia, PA Refund Value at date of death Refund - overpayment 2,698.59 3,278.00 144.14 31.34 9.13 Total Cash and Money Accounts Total Inventory Of Assets At Date Of Death 149,510.98 354,402.79 Page: 2 TO: LAW OF'FI c E c~ BARBIN & o~r't'nNNELL aOB HUNTINmDON PIKE RDCKLEDBE~ pENNBYLVANIA 19046--4490 Register of Wills Office Cumberland County Courthouse One Courthouse Square Room 102 Carlisle, PA 17013-3387 BUREAU OF 'rNDTVIDUAL TAXES *rHHERTTAHCE TAX D'rv]'sI'ON DEPT. 2B~601 HARRISI~JRG, PA 171z&-n601 COMMONWEALTH OF PENNSYLVANZA DEPARTNENT OF REVENUE NOT/CE OF /NHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DISALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX FEB 13 P3:29 GEORGE P 0 CONNELL SARBIN S OCONNELL 608 HUNTINGDON PIKEL,:?i'i~- ROCKLEDGE PA ~i~no ~',*,,,_ ~ ~. PA DATE ESTATE OF DATE OF DEATH FILE NUMDER COUNTY ACN 02-16-200q AUNGST 05-05-200:5 21 0:5-0q71 CUMSERLAND 101 RE¥-15~7 EX *FP (01-05) MIRIAM C Amoun~ Reei~ed I MAKE CHECK PAYABLE AND REMTT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 1701:5 CUT ALONG THTS LZNE ~ RETAZN LOWER PORT]:ON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOT]:CE OF ZNHERTTANCE TAX APPRAZSEMENT, ALLOWANCE OR DZSALLOWANCE OF DEDUCT]:ONS AND ASSESSMENT OF TAX ESTATE OF AUNGST MIRIAM CF]:LE NO. 21 0:5-0q71 ACN 101 DATE 02-16-200q TAX RETURN #AS: ( ) ACCEPTED AS FTLED (X) CHANOED SEE ATTACHED NOTICE RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN ~ASED ON: ORIGINAL RETURN 1. Reel Es~e~e (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) 3. Closely Held S~ock/Per*nership In~eres~ (Schedule C) ($) q. Mortgages/No,es Receivable (Schedule D) (~) 5. Cash/Bank Deposits/Misc. Personal Propor~y (Schedule E) ($) 6. Jointly Owned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To~el Asse*s APPROVED DEDUCTZONS AND EXEHPTZONS: 9. Funeral Expensos/Adm. Cos~s/Nisc. Expenses (Schedule H) (9) 10. Deb~s/Hor~gege Lieblli~ies/Liens (Schedule I) (10) 11. To~el Deductions 12. No~ Value of Tax Ro~urn 20q;891.81 .00 1fi9;510.98 .00 .00 NOTE: To insure proper credi~ {o your account, submi~ ~he upper por~ion .00 of ~his fore wi~h your ~ax payment. 28,837.27 686.q:5 (ii) 29.62~. 70 (12) 5q:5,q52. q5 13. 14. NOTE: ASSESSMENT OF TAX: iS. Aeoun~ of Line lq a~ Spousal ra~e 16. Aeoun~ of Line lq *axablo a* Lineal/Class A ra*o 17. Amoun~ of L/no 14 e~ Sibling ra~o 18. Aeoun~ of L/no 1~ ~axablo a~ Collateral/Class B ra~o 19. Prlncipal Tax Due TAX CREDTTS: PAYMENT RECEZPT DzscOUNT (+J DATE NUMBER TNTEREST/PEN PAZD (-) 07-29-200:5 CD002850 1 , 052.6:5 12-10-2005 CD00:555:5 .00 INTEREST IS CHARGED THROUGH 0:5-02-200q AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM (16) .00 X O0 = .00 (16) q9:5,q52.q5 X Oq5 = 22,205.:56 (17) .00 X 12 = .00 (18) 50,000.00 X 15 = 7,500.00 (i9)= 29,705.:56 AMOUNT PAZD ZO,O00.O0 3,q02.72 TOTAL TAX CREDZT BALANCE OF TAX DUEI ZNTEREST AND PEN. TOTAL DUE IF PAZD AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATION OF ADDZTZONAL ZNTEREST. Charitable/Governmental Boquos*s; Non-olec*od 9115 Trus*s (Schedule J) (13) . O0 No'~ Value of Es*a*o Subjoc~ *o Tax (lq) zf an assessment uas issued previously, lines 1~, 15 and/or 16, 17, 18 and 19 uill reflect figures that include the total of ALL returns assessed to date. 2q,q55.:55 5,250.01 15.02 5,265.0:5 ( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE~ A REFUND. SEE REVERSE SZDE OF THIS FORN FOR INSTRUCTIONS.) , (8) 572,976.15 RESERVATION: PURPOSE OF NOTZCE: PAYMENT: REFUND (CA): OBJECT[ORS: ADMIN- ISTRATIVE CORRECTIONS: DZSCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 12, 1982 -- if any futura intera;t 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 CommonNealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes et the laaful Class 8 (collateral) rate on any such future interest. To ~ulfi11 the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Rills printed on the reverse side. --Make check or money order payable to: REGISTER OF NILES, AGENT A refund of a tax credit, which ems not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1513). Applications are available at the Office of the Register of Rills, any of the 23 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 iTT only}. Any party in interest not satisfied eith the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Tndividual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page S of the booklet "[nstructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of admlnistratively correctable errors. If any tax due is paid within three (3) calendar months after the decadent's death, a five percent (52) discount of the tax paid is allowed. The lex tax amnesty non-participation penalty is computed on the total of tho tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you mould appeal the tax and interest that has been assessed as indicated on this notice. Znterest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (62) percent per annum calculated at a daily rate of .000164. A11 taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through Z003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1999 7Z .000192 1982 207. .000546 1987 97. .000247 1983 16Z .000438 1988-1991 llZ .000301 ZOO0 87. .000219 1984 11Z .000301 1992 9Z .000247 ZOO1 9Z .000247 1985 132 .000356 1993-1994 72 .000192 2002 67. .000164 1986 lOX .000274 1995-1998 92 .000247 2003 5Z .000137 --Interest is calculated as follows: TNTEREST = BALANCE OF TAX UNPATD X NUNBER OF DAYS DELINQUENT X DA1.EY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. :~EV-1470 ~=X (6-88) ~ INHERITANCE TAX EXPLANATION * ~C)MMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 2806O1 HARRISBURG, PA 17128-0601 DECEDENTS NAME FILE NUMBER AUNGST,MIRIAM C 2103-0471 REVIEVVED BY ACN Kathryn Harbilas 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES J 1 Changed tax rate from 4,5 percent to 15 percent since a Sister-in-Law is a collateral beneficiary. ROW Page 1 HARRY C. BARBIN GEORGE P. O'CONNELL WILLIAM M. O'CONNELL, III DIRECT DIAL: 215-379-1638 213-379-2348 215-379-4679 BARBIN & O'CONNELL A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 608 HUNTINGDON PIKE ROCKLEDGE, PA 19046-4490 (215) 379-3015 FAX (215) 663-8906 E-MAIL: heb~barbin-oconnell.com gpo~ barbin-oconnell.com wmo~barbin-oconnell, com February20,2004 Register of Wills Office Cumberland County Courthouse One Courthouse Square Room 102 Carlisle, PA 17013-3387 Re: Estate of Miriam C. Aungst, Deceased File #2003-00471 Social Security No: 419-40-7498 Dear Sir/Madam: Enclosed herewith please find Estate check itl 08 in the amount of $5,265.03 representing payment of the balance of inheritance tax due. Would you please time stamp a copy of this letter acknowledging receipt of said check for our records and return in the envelope provided for your convenience. If you have any comment or question, please contact me at your earliest opportunity. Very truly yours, BARBIN & O'CONNELL George P. O'Connell GPO:baw Enclosures cc: Charles W. Aungst COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE · BUREAU OF INDi~IIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-O601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 0O3595 O'CONNELL GEORGE P 608 HUNTINGDON PIKE ROCKLEDGE, PA 19046-4277 ESTATE INFORMATION: SSN: 419-40-7498 FILE NUMBER: 2103- 0471 DECEDENT NAME: AUNGST MIRIAM C DATE OF PAYMENT: 02/23/2004 POSTMARK DATE: 02/21/2004 COUNTY: CUMBERLAND DATE OF DEATH: 05/05/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $5,265.03 'REMARKS: CHECK//1108 SEAL TOTAL AMOUNT PAID: $5,265.03 INITIALS' JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF TNDTVTDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 17128-0601 CONNONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERITANCE TAX STATEt4ENT OF ACCOUNT GEORGE P 0 CONNELL ESQ BARBIN E OCONNELL 608 HUNTINGDON PIKE ROCKLEDGE PA 190~6 REV-160? EX AFP (01-05) :~ATE 0:5-Z9-ZOOR ~ESTATE OF AUNGST MIRIAM C DATE OF DEATH 05-05-Z00:5 FILE NUNBER Z1 0:5-0~71 ~9~L~NTY CUHBERLAND ACN 101 Amoun~ Rmmi '~'l:ed HAKE CHECK PAYABLE AND RENZT PAYNENT TO: REGISTER OF HILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 1701:5 NOTE: To /nsure proper credi~ ~co your account, submit: ~he upper por~:ion of ~his for. #J~:h your ~:ax payment. CUT ALONG THIS LINE ~'* RETA'rN LONER PORTION FOR YOUR RECORDS ~ ESTATE OF AUNGST MIRIAM C F'rLE NO. 21 0:5-0~71 ACN 101 DATE 0:5-Z9-200~ THIS STATEHENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAHED ESTATE. SHOHN BELON ZSA SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYNENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 02-16-Z00~ PRINCZPAL TAX DUE: ........................................................................................................................................................................................................................... PAYHENTS (TAX CREDITS): 29,705.:56 PAYHENT RECEIPT DISCOUNT (+) DATE NUHBER INTEREST/PEN PAID C-) AHOUNT PAID 1,052.65 07-zg-zo0:5 12-10-Z00:5 OZ-ZI-ZOOR CDOOZ850 CD00:5595 .00 9.2~- ZO,O00.O0 :5,~0Z.72 5,265.0:5 ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CRED/T' (CR), TOTAL TAX CRED'rT Z9,711.1q BALANCE OF TAX DUE 5.78CR INTEREST AND PEN. .00 TOTAL DUE 5.78CR YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) PAYNENT: Detach the top portion of this Notice and submit aith your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF HILLS, AGENT. -- [f NON-RES[DENT DECEDENT make check or money order payable to: COHHONNEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which ams nat requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications are available at the Office of the Register of Rills, any of the 23 Revenue District Offices or from the Department's Iq-hour ansaering service for forms ordering: 1-BOO-36Z-ZO50; services for taxpayers aith special hearing and / or speaking needs: [-800-qqT-30ZO (TT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Revise Unit, Dept. 280601, Harrisburg, PA 171ZB-06O[, phone (7[7) 787-6505. DISCOUNT: If any tax due is paid mithin three (3) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is allomed. PENALTY: Thm 15Z 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. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one ([) day from the date of death, to the date of payment. Taxes ghich became delinquent before January i, 1982 bear interest at the rate of six (62) percent per annum calculated at a daily rate of .O0016q. Ail taxes which became delinquent on and after January l, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rata announced by the PA Department of Revenue. The applicable interest rates for 198Z through 200q are: Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year 1982 ZOZ .0005q8 1988-1991 llg .O003Ol ZOO1 1983 16g .O00q3B 1992 9Z .O00Zq7 200Z XgBq 11Z .000301 1993-199q 7Z .00019Z ZOO3 1985 13Z .000356 1995-1998 92 .OOOZq7 2004 1986 IOZ .000Z74 1999 72 .O0019Z 1987 9Z .000Z47 ZOO0 8Z .000Z19 Interest Daily Rate Factor 9X .000Z47 62 .000164 5Z .000137 42 .000110 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additlonal interest must be calculated. BUREAU OF ZNDIV/DUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 171Z8-0601 COHMONNEALTH OF PENNSYLVAN'rA DEPARTHENT OF REVENUE ZNHERZTANCE TAX STATEt4ENT OF ACCOUNT REV-1607 EX &FP COl-OS) GEORGE P 0 CONNELL ESQ BARBIN & OCONNELL 608 HUNTINGDON PIKE ROCKLEDGE PA 190~6 DATE 05-17-200~ ESTATE OF AUNGST DATE OF DEATH 05-05-2005 F.rLE NUMBER 21 05-0~71 COUNTY CUMBERLAND ACN 101 Amount Remit:ted MIRIAM C HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF MILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credit to your account, submit the upper portion of th~,s fore w/th your tax payment. CUT ALONG TH'rS L/NE ~-* RETA.rN LONER PORT.rON FOR YOUR RECORDS ~.~ REV-1607 EX AFP (01-03) ~..rNHER.rTANCE TAX STATEMENT OF ACCOUNT .~ ESTATE OF AUNGST M.rRIAM C FILE NO.Z! 05-0~71 ACN 101 DATE 05-17-200~ TH/S STATEMENT TS PROVIDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAMED ESTATE. SHO#N BELON TS A SUNHARY OF THE PRZNC/PAL TAX DUE, APPL'rCAT/ON OF ALL PAYHENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE, A PROJECTED INTEREST F/GURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: OZ-09-Z00~ PR.rNCIPAL TAX DUE: .......................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 29,705.$6 PAYMENT RECEIPT DISCOUNT (+) (-) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID 1,052.65 07-Z9-2005 12-10-2005 02-Z1-200~ 05-05-200~ CDOOZ850 CD005333 CD003595 REFUND .00 9.2~- .00 ZO,O00.O0 3,~02.7Z 5,Z65.03 5.78- TOTAL TAX CRED.rT 29,705.36 BALANCE OF TAX DUE .00 .rNTEREST AND PEN. .00 TOTAL DUE .00 ZF PAID AFTER THIS DATE, SEE REVERSE S/DE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REgUIRED. ZF TOTAL DUE 1S REFLECTED AS A "CREDIT' (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCT/ONS. ) PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGTSTER OF #TLLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMHONNEALTH OF PENNSYLVANTA. REFUND (CR): A refund of a tax credit, Nhich Nas not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ara available at the Office of the Register of Hills, any of the Z$ Revenue District Offices or from the Department's 2q-hour answering service for forms ordering: 1-800-36Z-ZO50; services for taxpayers mith special hearing and / or speaking needs: 1-BO0-q47-$OZO (TT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 171Z8-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decadent's death, a five percent (BZ) discount of the tax paid is allowed. PENALTY: The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day frae the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .006164. All taxes which became delinquent on end after January 1, 198Z will bear interest at a rate ~hich mill vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates far 198Z through ZOO4 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z ZOZ .OOOSfi8 1988-1991 11Z .000301 ZOOZ 9Z .OOOZ47 1983 16Z .000q38 199Z 9Z .O00Zq7 ZOOZ 6Z .000164 1984 llZ .000301 1993-1994 7Z .00019Z ZOO3 SZ .000137 1985 13Z .000356 1995-1998 92 .000247 2004 4Z .000110 1986 lOX .000274 1999 7Z .00019Z 1987 9Z .000Z47 2000 8Z .000219 --Xnterest is calculated as foXlows: XNTEREST= BALANCE OF TAX UNPATD X NUNBER OF DAYS DELTNQUENT X DAXLY TNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (la) days beyond the date of the assessment. If payment is made after the interest computation date shown an the Notice, additional interest must be calculated. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/07/2005 O'CONNELL GEORGE P 608 HUNTINGDON PIKE ROCKLEDGE, PA 19046-4277 RE: Estate of AUNGST MIRIAM C File Number: 2003-00471 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/05/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge uA STATUS REPORT UNDER RULE 6.12 Name of Decedent: Miriam C. Aungst. Deceased Date of Death: May 5. 2003 Will No. 21-2003-00471 Admin. No. Pursuant to Rule 6.12 ofthe 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 compl~te: '{es~ No 2. If the answer if No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. I is '{es, State the following: a. Did the personal representative file a final account with the Court? '{es_ NoX 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? '{esX No d. Copies of receipts, release, joinder 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 Aori112.2005 Signature ~ I yJ t2 ~ Name Geor~e P. O'Connell. Esquire Please Type or Print Address 608 Huntingdon Pike Rockledge. P A 19046-4490 Telephone: ( 215 ) 379-3015 Capacity: _ Personal Representative X Counsel for Personal Representative cJ