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Home My WebLink About03-0708PETITION FOR PROBATE and GRANT OF LETTERS Estate ~ Annabelle S. Pangonas also known as Social Security No. Deceased. 194-26-4393 No. o8 To: Register of Wills for the County of cumtSeEIanct Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut or in the last will of the above decedent, dated July 31 .. 1 991 and codicil(s) dated in the named ,19__ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with 245 W. Pomfret St., h er last family or pLincip, al re,sidence at carlisxe, PA 17013 (list street, number and muncipality) Decendent, then 79 years of age, died August 18, 2003 19 at 245 West Pomfret St., Carlisle, PA, 17013 ' ' Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetem: 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 $ (It' not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: 245 West Pomfret St. 1,500. 75,000.00 Carlisle.. PA 17013 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters, testamentary (testamentary; administration cma.; administration d.b.n.c.t.a.) theron. John A. Pangonas, Jr. OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUM'~ERLAND ) ss ! The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well _and truly a~-ninister the estate according to law. to or afl'ir~t:d~and subscribed ~ Sworn befoI.,e mc this __~tih day of Jt.- ~,- ' ~_1~C %.~ ~ R~,ister [ I-I- L01-5 Estate of No. 21-o3-7o8 Annabelle S. Pangonas ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW CX~ c~ ~1003 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated July 31, 1 991 described therein be admitted to probate and filed of record as the last will of Annabelle S. Panqonas ; and Letters Testamentary are hereby granted to John A. Pangonas, Jr. FEES Frances H. Del Duca #06269 Probate, Letters, Etc .......... $=~9~o' OO Short Certificates('i) .......... $ [o.c~ o ATTORNEY (Sup. Ct. I.D. No.) ~n .xq..~5..~..~..... $ (~.Or> 10 West High St., Carlisle, PA .~O.._p $ /ID- OO ADDRESS TOTAL __ $.~-.'~'2.. oO Filed . .~.:..~...~. '7..~.~. ..................... 717-249-1 323 PHONE his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9609444 No. AUG e 6 2oo3 Date H105.144 Rev. 1/91 #29-097 Annabelle L UNDER 1 YEAR UNDER 1 DAY 78 Cumberland Carlisle COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH (Coroner) SEX ISOC~-SECU.~.UU~. OA~O~(~.,~, D.y,~ Pangonas ~. FemAleI" 194 - 26 - 6393 J~. August 18, 2003 BIRTHP~ ~ I p~ ~H{~_ ~r~) Dec. 17,1924 ~rlisle PA ,,~ ;~ ~ ~ ~ 245 West Pomfret Street ,~.~~. istered Nurse Nursing Home v. [] .o [] ,(o-~ ,~s+) 245 W. Pomfret St. .ES,O~NCE ,,..a,, PA ~ ~ Carlisle PA 17013 I~) ,~.e~v Cumber. land m,,o~,p? ,,.[] ~.~,~ B. ~ ~ige~ Sr. Carlisle Lou Ann Tasony 29, 2003 014819-L MOTHER'S NAME ~. Middle, ~ ~,~,~ ,,. Isabelle Seavers 1,~p5o2 Fieldway 'Dr'., R~n~¥~._-~:own MD 21133 ....... c ........ [,,~ St. Patrick Cemetery I~,~, Carlisle PA 17013 !NAMEANDAuu~,-~.'~OFFACILFrY Hoffmen-Roth ~uneral H~ · ~!9 N. Hanover St. ~ Carlisle PA 17013 10:00 P~ 23, 2003 any, Iladl~g to Imm~dlm. DUE TO (~NCE OF): I~al ini~cl e~n~ DUE 10 (~E OF): C0PD Michael L. Norris, Coroner 6375 Basehore Road, Suite #1 ~.~.~Mechantcsburg, Pa. 17050 LAST WILL I, ANNABELLE S. PANGONAS, of Carlisle, Cumberland County, Pennsylvania, declare this to be my Last Will and revoke any wills previously made by me. I. I direct that any and all inheritance, estate and transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. II. I devise and bequeath my estate of whatever nature or wherever situated to my four children, Lou Ann Pangonas Tasony, John A. Pangonas, Jr., Mary Kay Pullen and Tim P. Pangonas in equal shares. III. I appoint my son, John A. Pangonas, Jr., to be executor of this my Last Will. In the event he fails to qualify or ceases to act, then I appoint my daughter, Lou Ann Pangonas Tasony. IV. I direct that my executor need not file bond in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will this ~/~day of~~_~ 1991. The preceding instrument consisting of (1) page(s) was on the date thereof signed, published and declared by ANNABEL~ S. PANGONAS, the testator herein, as and for her Last Will, in the presence of us, who at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto.~c-~' ~_~ STATE OF PENNSYLVANIA :: SS COUNTY OF CUMBERLAND :: We, Annabelle S. Pangonas, Frances H. Del Duca and Edith A. Hikes, the testator and 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 testator 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 purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will as witness and that to the best of their knowledge the testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Testator Witness SUBSCRIBED, sworn to and acknowledged before me by Annabelle S. Pangonas, the testator, and subscribed and sworn to before me by Frances H. Del Duca and Edith A. Hikes, witnesses, this~/~/day of~/~, 1991. ' -- - N~ta~' Public // - ANNABELLE S. PANGONas LAST WILL FRANCES H. DEL DUCA ATTORNEY AT LAW TEN WEST HIGH STREET CARLISLE, PENNSYLVANIA 17013 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Will No. Annabelle S. Pangonas August 18, 2003 Admin. No. 2003-00708 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 9/3/03 : Name Address Lou Ann Tasony Mary Kay Pullen Tim Pangonas John A. Pangonas 8502 Fieldway Dr.~ Randallstown, MD, ~1133 330 Jade Cove Dr.~ Roswell~ GAF 30075 i509 Lake Breeze Court~ Oran~e.Park~ FL 32003-7667 16810 Luckenwald Dr.~ Round Rockt TXt 786~1 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: 9-3-03 Name Frances H. Del Duca Address 10 West High St. Carlisle, PA 17013 Telephone/ 7~7-249-1323 Capacity: Personal Representative x Counsel for personal representative .~\/-1500 EX (6-00) COMMONWEALTH OF PENNSLYVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL) PANGONAS, ANNABELLE S. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) August 18, 2003 December 17, 1924 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) X 1. Odginal Return iiLimited Estate Decedent Died Testate (Attach copy of Will) Litigation Proceeds Received OFFICIAL USE ONLY 03 0708 YEAR NUMBER FILE NUMBER 21 COUNTY CODE SOCIAL SECURITY NUMBER 194-26-6393 THIS re= f URN MUST BE FILED IN DUPUCATE WTI'H THE REGISTER OF WILLS SOCIAL SECURITY NUMBER U 2. Supplemental Return ~_~ :i Remainder Retum(D~pm.~2.13.~) 4a. Future Interest Comprise (date of death after 12-12-82) Federal Estate Tax Return Required 7. Decedent Maintained a Living Trust (Attach a copy of Trust) 8. Total Number of Safe Deposit Boxes 10. Spousal Poverty Credit (date of death be~veen 12-31-91 and 1-1-95) ~ 1,~l,._,E~l~e~c~tino~n to tax under Sec. 9113(A) THIS SECTION MUST BE COMPLy- I ~-D. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME JCOMPLETE MAILING ADDRESS FRANCES H. DEL DUCA 110 West High Street I Carlisle, PA 17013 $1~0oo,ooi FIRM NAME (If Applicable) TELEPHONE NUMBER 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 & Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) [ ~'-] Separate Billing Requested 7. Inter-Vivos Transfers & Misc. 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) 1. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11 ) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES OFFICIAI~'O~E ONLY ,~81 .t14i ' '" $1 2 $~ 7 .. (8) $31,688.50 $10,185.74 (11) (13) $132,191.44 $41,874.24 $90,317.20 (14) $90,317.20 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x (15) 16. Amount of Line 14 taxable at lineal rate 90.317.20 x .045 (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) 2o. ~ CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 4,064.28 4,064.28 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address J~TREET ADDRESS 245 West Pomfret Street JCITY ICarlisle STATE PA IZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penaltv if applicable D. Interest E. Penalty (1) Total Credits (A + B + C) Total Interest/Penalty (D + E) If line 2 is (]mater than line I + line 3. enter the difference. This is the OVERPAYMENT Check box on Page 1 Line 20 to request a refund 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. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE (3) (4) (5) (SA) (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 4,064.28 4,064.28 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 revisionary 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 on year of death without receiving adequate consideration? ~ ~ 3. Did decedent own an "in t~ust 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? (INSURANCE) ~ ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE GAND RLE ri'AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer other than the personal representative is based on all the information of which preparer has any knowledge. SIGN/I~I'U~E OF PEI:~ON RESPONSIBI,J= FOR FILING RETURN SIGNATURE OF~p~l~ ARER OTHER THAN,P~pRF~r~AT)V,~ 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 P.S. 9116(a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502EX + (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCETAXRETURN RESIDENT DECEDENT ESTATE OF Annabelle S. Pangonas SCHEDULE A REAL ESTATE FILE NUMBER 21-03-0708 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 245 West Pomfret St., Carlisle, PA, 17013 Sale pdce (HUD form attached) VALUE AT DATE Of DEATH 118,000.00 TOTAL (Also enter on line 1, Recapitulation) 118,000.00 (If more space is needed, insert additional sheets of the same size) REV-1503EX + (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCETAXRETURN RESIDENT DECEDENT ESTATE OF Annabelle S. Pangonas SCHEDULE B STOCKS & BONDS FILE NUMBER 21-03-0708 All property jointl t-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1. 44 shares Prudential TOTAL (Also enter on line 2, Recapitulation)l VALUE AT DATE OF DEATH 1,812.14 $1,812.14 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (1-97)(1) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Annabelle S. Pangonas SCHEDULE E CASH, BANK DEPOSITS,& MISC. PERSONALPROPERTY FILE NUMBER 21-03-0708 Indude the proceeds of litigalJon and the date the proceeds were received bythe estate. NI propaly join'~j-owned with the right d survtvomhip must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION M & T Bank checking acct. #9832815501 -opened 9/23/02 Furnishings TOTAL (Also enter on line 5, Recapitulation VALUE AT DATE Of DEATH 1,940.40 2,869.43 $4,809.83 (If more space is needed, insert additional sheets of the same size) REV-1509 EX + (1-97}(1) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Annabelle S. Pangonas FILE NUMBER 21-03-0708 If an asset was made joint within one '~ear of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. John A. Pangonas, Jr. 16810 Luckenwald Drive Son Round Rock, TX 78681 JOINTLY-OWNED PROPERTY: ITEM Lc m m ~-~ DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH NUMBER FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. DATE OF DEATH DECD'S VALUE OF TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 9/14/00 M & T Savings Acct. #15004201822613 15,138.94 50% 7,569.47 TOTAL (Also enter on line 6, Recapitulation) $7,569.47 additional sheets of the same size) REV-1511 EX +'(1-97)(1) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Annabelle S. Pangonas SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-03-0708 Debts of decedent must be reported on Schedule I. ITEM NUMBER 5. 6. 7. FUNERAL EXPENSES: DESCRIPTION Hoffman-Roth Cadisle Memorial Georges Flowers ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: Attorney Fees FRANCES H. DEL DUCA, ESQUIRE Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent Probate Fees State ~ Zip Accountant's Fees Tax Return Preparer's Fees {eserve See Attached Subtotal AMOUNT 8,244.50 150.00 39.75 6,988.00 222.00 50.00 150.00 15,844.25 TOTAL (Also enter on line 9, Recapitulation) $31,688.50 (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Annabelle S. Pangonas CONTINUATION PAGE SCHEDULE H FILE NUMBER 21-03-0708 ITEM NUMBER DESCRIPTION Frances H. Del Duca - out of pocket UGI PPL Boro of Carlisle Sprint M & T - checks Water & sewer AT&T Cumberland Law Journal Sentinel Shipley Oil WSI - surcharge Travelers Insurance Comcast Terry Lindsay - trash hauling Real estate taxes John Pangonas - reimb, air travel, car rental, food, lodging, gas, trash removal Transfer tax Recorder of Deeds - satisfaction Real estate commission VALUE AT DATE Of DEATH 148.63 84.12 233.42 172.26 251.69 24.50 94.14 23.20 75.00 85.01 618.85 10.50 302.28 21.41 725.00 48.88 3,102.58 1,180.00 27.00 7,080.00 SUBTOTAL $14,308.47 REV-1512 EX + (1-97)(1) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Annabelle $. Pangonas SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-03-0708 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1. Home Equity Line of Credit - M & T Bank Acct. No. 000000000 969819 - balance for statement period TOTAL (Also enter on line 10, Recapitulation AMOUNT 10,185.74 $10,185.74 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (9-00)) COMMONWEALTH OF PENNSYLVANIA INHERITANCETAXRETURN RESIDENT DECEDENT ESTATE OF Annabelle S. Pangonas SCHEDULE J BENEFICIARIES FILE NUMBER 21-03-0708 NUMBER II. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Lou Ann Tasony - 8502 Fieldway Dr., Randallstown, MD, 21133 Mary Kay Pullen - 330 Jade Cove Dr., Roswell, GA, 30075 Tim Pangonas - 1509 Lake Breeze Court, Orange Park, FL, 32003-7667 John A. Pangonas - 16810 Luckenwald Dr., Round Rock, TX, 78681 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Daughter Daughter Son Son One-fourth One-fourth One-fourth One-fourth ENTER DOLLAR AMOUNTS FOR DISTRIBLmONS 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 lI - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) COMM~ONWEALTH 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. CD REV-1162 EX(11-96) OO3597 DEL DUCA FRANCES H 10 W HIGH STREET CARLISLE, PA 17013 .... . ....fold ESTATE INFORMATION: SSN: 194-26-6393 FILE NUMBER: 2103-0708 DECEDENT NAME: PANGONAS ANNABELLE S DATE OF PAYMENT: 02/24/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUM BERLAN D DATE OF DEATH: 08/18/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $4,064.28 'REMARKS: TOTAL AMOUNT PAID: $4,064.28 SEAL CHECK# 150 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF ZNDZVZDUAL TAXES ZNHERTTANCE TAX DIVTSZON DEPT. 180601 HARRISBURg, PA 17118-0601 CONMONWEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTZONS AND ASSESSNENT OF TAX '04 APR 20 FRANCES H DEL DUCA 10 W H'rGH ST DATE ESTATE OF DATE OF DEATH FZLE NUMBER COUNTY ACN Oq-19-Z00q PANGONAS 08-18-2005 21 05-0708 CUMBERLAND 101 REV-iSiS? EX AFP C01-03) ANNABELLE S Amoun'l: Rem A'lc'l:ed I HAKE CHECK PAYABLE AND REM:ZT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLTSLE, PA 1701:5 CUT ALONG THIS LZNE I1~ RETAZN LOWER PORTZON FOR YOUR RECORDS ~ REV-1547 EX AFP (:01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSEMENT, ALLOWANCE OR DZSALLOWANCE OF DEDUCT]:ONS AND ASSESSMENT OF TAX ESTATE OF PANGONAS ANNABELLE S FZLE NO. 21 0:5-0708 ACN 101 DATE Oq-19-ZOOq TAX RETURN #AS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVAT]:ON CONCERN]:NG FUTURE ZNTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORZGZNAL RETURN I Real Es~a~a (Schedule A) 2 S~ocks end Bonds (Schedule B) Closely Held S~ock/Par~narshAp Zn*ares~ (Schedule C) Mortgages/No,es Receivable (Schedule D) Cash/Bank DaposA~s/Misc. Personal Propar~y (Schedule E) 6 Join*ly Owned Proper~y (Schedule F) 7. Transfers (Schedule G) 8. To,al Asse~s APPROVED DEDUCTZONS AND EXEMPTZONS: 9. Funeral Expansas/Adm. Cos~s/Nisc. Expanses (Schedule H) 10. Debts/Mortgage LAabAIA~Aas/Liens (Schedule 1) 11. To,al Daduc~Aons 12. Ne~ Value of Tax Re~urn (1) (2) (5) (5) (6) (7) 118/000 O0 1/812.1q O0 O0 q/809 8:5 7/569 q7 O0 (8) (9) :51,688.50 (10) NOTE: To insure proper credA~ ~o your account, submA~ ~ha upper por~Aon of ~his form wi~h your ~ax payment. 13. lq. NOTE: ASSESSMENT OF TAX: 1.6. Amoun~ of L/ne lq a~ Spousal ra~a 16. Amoun'l: of Line lq ~axable a* LAnaal/Class A ra~e 17. Amount: of LAne lq a~ Sibling ra~:a 18. Amoun~ of Line lq ~axable a~ Collateral/Class B ra~e 19. PrincApal Tax Due TAX CREDZTS: PAYMENT RECEZPT DT$COUNT (+) DATE NUNBER TNTEREST/PEN PAID (-) OZ-2q-ZOOq CD00:5597 . O0 1:52,191.qq 10,185.7~ (11) 61.874.24 (12) 90,317.20 Charitable/Governmental Bequests; Non-elec*ed 9115 Trusts (Schedule J) (13) Ne't Value of Es~:a4:e Sub.~ac~: ~:o Tax (lq) Tf an assesseent was issued previously, lines 14, 15 and/or 16, 17, reflect f/gures that include the total of ALL returns assessed to date. .00 90,:517.20 IF PAZD AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATZON OF ADDZTIONAL INTEREST. 18 and 19 ~111 TOTAL TAX CREDZT q,O6q.28 BALANCE OF TAX DUE[ .00 ZNTEREST AND PEN. .00 TOTAL DUE .00 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS RE~UZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORH FOR ZNSTRUCTZONS.~ q,O6q.28 ANOUNT PAZD (15) .00 X O0 = .00 (16) 90,:517.20 X Oq5 = q,O6q.Z8 (17) .00 x 12 = . O0 (18) .00 x 15 = .00 (19)= q,O6q. Z8 RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 11, 1982 -- 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 far life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the 1aclu1 Class B (collateral) rate on any such futura interest. To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 91q0). Detach the top portion of this Notice and submit aith your payment to the Register of Hills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, ehich ams not requested on the Tax Return, may be requested by completing an '*Application for Refund of Pennsylvania Inheritance and Estate Tax*" (REV-13133. Applications are available at the Office of the Register of Hills, any of the 25 Revenue District Offices, or by calling the special lq-hour anseering service for fores ordering: 1-8D0-361-2050; services for taxpayers with special hearing and / or speaking needs: 1-&00-4~7-3020 iTT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, 8card of Appeals, Dept. 281021, Harrisburg, PA 17118-1021, OR --election to have tho 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 17118-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedant's death, a five percent (51) discount of the tax paid is allowed. The 1SI 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. 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 (1) day from the date of death, to the date of payment. Taxes ahich became delinquent before January l, 198Z bear interest at tho rate of six (6Z) percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate ahich ail1 vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1981 through Z004 are: Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year 1981 20Z .0005~8 ~'~-1991 117. .000.301 ~ 1983 167. · 000q$8 1991 97. . 000147 ZOO2 1984 llZ .000301 1993-1994 72 .000192 2003 198S 131 .000356 1995-1998 92 . 0002q7 2004 1986 lOX . 000274 1999 71 . OOOlgZ 1987 lOX . 00027~ ZOO0 71 . 000192 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR Interest Daily Rate Factor 91 .0002~? 61 .000164 57. .000137 ~Z .000110 --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 ba calculated. Ll1 (..> r+;-- c:: .: c.:) . Ci Ld c:\ cr_~ C) c..:) LLl G- Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Annabelle S. pangonas <6 jIg /03 2003-0070~ J Name of Decedent: Date of Death: Estate No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: Date: 1. State whether administration of the estate is complete: Yes 8 No 0 2. lfthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No[~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes ~ No 0 c. Copies of receipts, releases, joinders and approval of fonnal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ~ - ((' - ,/,c;,~ d~lVU-O i/.;jJl,~ L-s-ignature N N ~;(Awc~c; , Name H i//C iJtI('/f c.... I#;/c~c ~ u"') ./ 0 LV, Address f/ ({; 1/ 7' r C,:,"l ---, .c::'::: 7(1 ,..2~1/:3 :L:5 Telephone No. L(':'" c::':) =. C'-,! Capacity: 0 Personal Representative p<"Counsel for personal representative ~ .-::IL Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (71 7) 240 - 6345 Date: 7/27/2005 DEL DUCA FRANCES H, ESQ. 10 W HIGH STREET CARLISLE, PA 17013 RE: Estate of PANGONAS ANNABELLE S File Number: 2003-00708 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: 8/18/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~=~~ REGISTER OF WILLS cc: File Personal Representative(s) Judge cJ1