The URL can be used to link to this page

Home My WebLink About03-0488 Register of Wills of CUMBERLAND County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Christine K. Diebold No. C~ 7- ~-)~- X/~ also known as , Deceased Social Security No. 404 - 30 - 5738 James A. Diebold, Jr. Petitioner(s), who is/are 18 years of age or older, apply(les) for: (COMPLETE 'A' or 'B' BELOW:) ~-] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut or named in the last Will of the Decedent, dated 02/21/1989 and codicil(s) dated None none 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 incompetent: none [] 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 that Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationship Residence I (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 329 Blacklat:ch Lane, Lower Allen Townsh±p (list street, number, and municipality) Decedent, then 76 years of age, died 05/28/2003 at Camp Hill, PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $ 120,000.00 (If not domiciled in PA) Personal property in Pennsylvania $ (If not domiciled in PA) Personal property in County $ Value of real estate in Pennsylvania $ 169,150. O0 situated as follows: 329 Blacklatch Lane, Lower Allen Township, Camp Hill, Cumberland County 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 ~o the undersigned: _[ ~ -- -- '-----"----- T e._.~..~rinted name and residence ] L~C~ .--~,' James A. Diebold, Jr. .,./ · 329 Blacklatch Lane, Camp Hill PA 17011 4z Prepared by the Pennsylvania Bar Association Copyright (ct 1996 form software only CPS~stems. Inc Form RW-1 (1991) ~£:ld £l Nfl{" EO. Oath of Personal Representative Commonwealth of Pennsylvania County of CUMBERLAND The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. s A. Diebold, Jr. before me this//~,~;~day of Estate of Christine K. Diebold Deceased Social Security No: 404- 30- 5738 Date of Death: 05/28/2003 AND NOW, ~,, ~ , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~'J Testamentary ~ Of Administration /c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) are hereby granted to James A. Diebold, Jr. in the above estate and that the instrument(s) dated 02/21/1989 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........... $ 270.00 ~~,, J/,2? _~/?~'Z~ Register Short Certificate(s) ..... $ ~. 00 Wil~ Renunciation ........ $ ARorney: Gary L. J~es, Esquire Affidavits ( ) .... $ I.D. No: 27752 J~ES SMITH DIETTERICK & CONNELL Extra Pages ( ) .... $ 12.00 Address: 134 Sipe Avenue Codicil ........... $ ~u~elsto~, PA 17036 JCP Fee .......... $ 5.00 Telephone: 717/533-3280 Inventory .......... $ Other ........... $ 5.00 TOTAL ......... $ 391.2~ Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form ~W-1 (1991) 'Fi~is is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as l.ocal 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. ,~ Local Registrar P 8 2 6 5 9 4:9 %~~mT,~ JUN 0 2 2003 Date 2./a7 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH - VITAL RECORDS CERTIFICATE OF DEATH Christine K. Diebold I~Xema 1 e - ' ¢~., ~ Barre ~ames A. Diebold Jr. ~~ ~ ~~~a. 17339 men ,~ ~ . ~% ( ~ ~ , . ' .... ~ ~(~ A'C~E~E ~: ~. ~ ~y~ j (~ AS A C~SEOUE~E ~: , . ~ __ I J~' Q "'~'~'~ ~ I I I ~ ~ ~ ~ I ~ ~ I *-~ ~ Q I~. ~ ~.. ~ 1~. 13~ . I I . ................................. ~red "~:':::::'::: ............................... WILL.CD/REYEP LAST WILL & TESTMENT OF CHRISTINE K. DIEBOLD I, CHRISTINE K. DIEBOLD, of Lower Allen Township, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, make, publish, declare this to be my Last Will and hereby revoke all Wills and Codicils previously made by me. ITEM I. I direct my Executor hereinafter named to pay all of my legal debts and funeral expenses, including the cost of my gravemarker, and administration expenses of my estate, as soon as practicable after my death. ITEM II. I give and bequeath all of my automobiles, jewelry, wearing apparel, books, pictures, household furniture and furnishings, and all other articles of household and personal use or adornment, together with any insurance existing thereto, to my beloved children, JAMES A. DIEBOLD, JR., MARK S. DIEBOLD, and DIANE C. BATCHA, to be divided equally among them as they shall see fit, but if said children fail to agree upon such division within a period of two (2) months after my death, then the items to which there is no agreement shall be sold and the proceeds therefrom shall be added to, become a part of, and administered with my residuary estate as more fully set forth in Item III. ITEM III. All the rest, residue, and remainder of my property and estate of every kind and nature and whatsoever situate, including all lapsed legacies and bequests, and in~lud~n~ any orooertv over which I mav have a Dower of appointment at the time of my death, I give, devise, and bequeath as follows: A. One-third thereof to my beloved son, JAMES A. DIEBOLD, JR., or if he is not then living, to his issue per stirpes. B. One-third thereof to my beloved son, MARK S. DIEBOLD, or if he is not then living, to his issue per stirpes. C. The remaining one-third to my beloved daughter, DIANE C. BATCHA, or if she is not then living to her issue per stirpes. In the event that a child of mine shall predecease me without issue him or her surviving, his or her share shall be distributed to my other surviving children or if one of them is not then living, to his or her issue per stirpes. ITEM IV. All estate, inheritance, legacy, succession, or transfer taxes, including any interest and penalties thereon, imposed by any domestic or foreign law with respect to all property taxable under such laws by reason of my death, whether or not such property passes under this Will, by operation of law, by contract, or otherwise, shall be paid without any right of reimbursement from any recipient of any such property, without any right of apportionment, and without postponement. ITEM V. Should any person entitled to a share of my estate be a minor, at the time of distribution to him or her, and should the value of such property be more than the amount which may be paid or delivered to him or her or in his or her behalf without the appointment of a guardian or other fiduciary or the delivery of security, such share shall be paid and distributed to my Trustee hereinafter named to be held IN TRUST and managed, invested, and reinvested, together with the accumulation of it deems necessary or desirable for the minor's reasonable maintenance, support, and complete education, including preparatory, college, post-graduate, or professional training, or to make such payment for such purposes to the guardian or person with whom such minor resides or directly to or for the benefit of the minor without further responsibility to such minor or any person taking care of such minor, and when such minor attains the age of twenty-one (21) years, any principal or income not so paid or applied shall be distributed to such minor, or if he or she dies prior thereto, to his or her personal representative. ITEM VI. In addition to the powers granted by law, my personal representative shall have the following powers: A. To sell at public or private sale, to exchange, to lease, to pledge, to mortgage, to transfer, or convert or otherwise dispose of, or grant options with respect to any and all property, real or personal, at any time forming a part of my probate or trust estate, in such manner, at such time or times, for such purposes, for such price or prices, and upon such terms, credits, and conditions as shall be deemed advisable or necessary under the circumstances. B. To compromise any claim or controversy. C. To invest in all forms of property without being limited to legal investments. ITEM VII. I nominate and appoint my beloved son JAMES A. DIEBOLD, JR., or if he predeceases me, fails to qualify, or ceases to act, I nominate and appoint CCNB BANK, N.A. as the sole Executor of this my Last Will to serve without bond for the faithful performance of duties in any jurisdiction, and I nominate and appoint the said CCNB BANK, N.A. the sole Trustee IN WITNESS WHEREOF, I have hereunto set my hand this ~)~ day of ~g~ , 1989. Christine K. Diebold The preceding instrument, consisting of this and three (3) other typewritten pages, was on the date thereof signed, published, and declared by CHRISTINE K. DIEBOLD, the Testatrix named therein, 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. Witnesses: Commonwealth of Pennsylvania ) ) SS: County of Cumberland ) I, the Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein expressed. Testatrix SWORN to or affirmed to and acknowledged before me by the above named Testatrix this day of , 1989. ! NOTAR1AL SEAL I 5~iCHFLLE M PRUCNAL, Notary Pub!it i ~{aer~sburg, Dauphin Couniy My commission expires: ~y Co,remission Expir~ June 4, 1990 Commonwealth of Pennsylvania ) ) SS: County of Dauphin ) We, the undersigned witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her Last Will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses and that to the best of our knowledge the Testatrix was at the time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. SWORN or affirmed to and acknowledged before me by the above named witnesses this day of , 1989. ' ........ . ..r. i~,.~.m~,, C<,ir~%~ ~y commission expires: CHRISTINE K. DIEBOLD LAW OFFICES METZGER, WICKERSHAM, KNAUSS &ERB COMMONWEALTH NATIONAL BANK BUILDING 1 1 1 MARKET STREET P. O. Box 93 HARRISBURG, PENNSYLVANIA 17108-O093 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) C~ Name of Decedent: CHRISTINE K. DIEBOLD Date of Death: May 28, 2003 Will No. Adm. No. 2003-00488 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on August 26, 2003. Name Address James A. Diebold, Jr. 329 Blacklatch Lane Camp Hlill, PA 17011 Mark S. Diebold 813 3rd Street League City, TX 77573 Diane C. Batcha 640 Billet Road Mechanicsburg, PA 17055 Notice has now been given to all personal entitled thereto under Rule 5.6(a) except Date: ~V- '~,,-~.~ Signature _~~"'~ Name Gary L. JaI~, fl's Address!34 Sipe Hummelstown, Telephone ( 717 ) 533-3280 V.~ Capacity: Personal Representative .~ X Counsel for Personal ~ Representative ? August 28, 2003 THE ,.E E Register of Wills bECURITY Cumberland County Courthouse t-:C)'R~ JI A .... 1 Courthouse Square Carlisle, PA 17013-3387 RE: CHRISTINE K. DIEBOLD, DECEASED NO. 2003-00488 PA NO. 21-03-0488 Stephanie L. Gaffey Paralegal Dear Sir or Madam: slg~jsdc.com I am enclosing herewith a check made payable to the Register of Wills, Agent in the amount of $10,000.00 representing the 90-day payment on the Pennsylvania Inheritance Tax. Please record the payment and issue a receipt for the same. Thank you for your attention in this matter. Sincerely JAMES, SMITH, DIETTERICK & CONNELLY, LLP 'SteVl~hhnie L. Gaffey Paralegal :slg Enclosure 134 SIPE AVENUE HUMMELSTOWN, PA 17036 MAILING ADDRESS RO BOX 65O HERSHEY, PA 17033 TOLL FREE 1 800.942,3660 TEL. 717.533.3280 FAX 717533.7771 www, jsdc.com COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE REV-1162 EX(11-96) BUREAU OF INDIVIDUAL TAXES DEPT, 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO, CD OO2955 GARY JAMES L ESQUIRE ATTENTION: STEPHANIE L GAFFEY 134 SlPE AVENUE HUMMELSTOWN, PA 17036 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold 101 ,~10,000.00 ESTATE INFORMATION: SSN: 404-30-5738 FILE NUMBER: 2103-0488 DECEDENT NAME: DIEBOLD CHRISTINE K DATE OF PAYMENT: 08/28/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/28/2003 TOTAL AMOUNT PAID: $10,000.00 REMARKS: JAMES L GARY ESQUIRE C/O STEPHANIE L GAFFEY PARALEAGAL CHECK//1011 INITIALS: JA SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS February 27, 2004 Glenda F. Strausbaug, Register of Wills Cumberland County Courthouse THE One Courthouse Square ,.Eg---TATE Carlisle, PA 17013 bECURITY FORMULA Re: Estate of Christine K. Diebold Dept. of Revenue File # 21-03-0488 Elizabeth S. Eck Paralegal Dear Ms. Strausbaug: ese~jsdc.com Our office represents the Estate of Christine K. Diebold, deceased, who died on May 28, 2003, a resident of Cumberland County, Pennsylvania. Enclosed please find an original Pennsylvania Inheritance Tax Return with attachments and two (2) copies with no attachments for the referenced Estate. Please forward the original to the Department of Revenue and keep one copy for your files. Also enclosed are an original and one (1) copy of an Inventory. Kindly time-stamp and return the extra copies to me in the envelope provided. A check in the amount of $2,852.60 to cover additional inheritance tax due the Commonwealth is also enclosed as well as a check in the amount of $31.00 for filing fees ($15 for the Retum and $16 for the Inventory). Sbould you have any questions, or need any additional information, please do not hesitate to contact me, or Gary L. James, Esq., Counsel to the Estate. Very truly yours, Elizabeth S. Eck ~i,i, k · ,' Paralegal ~: ''? ..,,-5. /ese Enclosures cc: James A. Diebold, Jr. Sent via Certified Mail ~34 SIRE AVENUE Article #7002 0860 0004 214t 7488 HUMMELSTOWN, PA 17036 Return Receipt Requested MAILING ADDRESS RO. BOX 65O HERSHEY, PA 17033 TOLL FREE 1·800,942·3660 TEL. 717.533.3280 FAX 717533.7771 www, jsdc,com COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BU~,EAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 003619 ~ JAMES SMITH DIETTERICK ETAL C/O ELIZABETH S ECK PARALEGAL P O BOX 650 HERSHEY, PA 17033-0650 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold .................. 101 $2,852.60 ;:':':l ESTATE~ INFORMATION: SSN: 404-30-5738 [FILE NUMBER: 2103-0488 t DECEDENT NAME: DIEBOLD CHRISTINE K I DATE OF PAYMENT: 03/01/2004 [POSTMARK DATE: 02~27~2004 I COUNTY: CUMBERLAND DATE OF DEATH: 05/28/2003 TOTAL AMOUNT PAID: $2,852.60 iREMARKS: DIEBOLD JAMES C/O GARY L JAMES CHECK# 1021 INITIALS: SK SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS 7002 0860 0004 2141 7488 THE ES~ JAMES SMITH DIETTERICK & CONNELLY LLP S~,URITY P.o. Box 650 FO~.MLTLA,,, Hershey, PA 17033-0650 Glenda F. Strausbaug, Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 OFFICIAL USE ONLY REV-,500 Ex. 15-0o REV- 1500 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURNFILE NUMBER DEPARTMENT OF REVENUE OEPT. 2so6o, RESIDENT DECEDENT 23--03- 0488 HARRISBURG, PA 17128-0601 COUNTY CODE YEAR NUMBER D DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER E Diebold Christine K. C DATE OF DEATH (MM-nD-YEAR) I DATE OF BIRr H (MM- nD-YEAR) THISRETURNMUSTBERLEOINDUPUC, ATEW1THTHE E 404-30-5738 D 05/28/2003 03/09/3.927 REGISTER OF WlLL-~ E (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER T ~ 1. Original Return ~ 247! Supplemental Return . U 3. Remainder Return prior to 12_13_8Z) (date of death A P B 4. Limited Estate · Future Interest Compromise (date of death after 12-12-8:>) 5. Federal Estate Tax Return Required HpRL P I O 6. Decedent Died Testate Decedent Maintained a Living Trust i 8. Total Number of Safe Deposit Boxes ~-=AC ~ T K (Attach copy of Wll0 (Attach copy of Trust) E S ~ 9. Litigation Proceeds Received [--~ 10. Spousal Poverty Credit ~] 11. Election to tax under Sec. 9113(A) (date of death betwc-sn 12-31-91 and 1-1 NAM E ¢ ........ C g COMPLETE MAILINGADDRESS 0 Gary L. James Esq. R DN FI RM NAM E (If Applicable) R 134 Sipe Avenue E NE James, Smith, Dietterick & Connelly, LLP Hummelstown, PA 17036 T TELEPHONE NUMBER 717/533-3280 1. Real Estate (Schedule A) (1) 209,000 I~ OFFICI.a~,.I~q~ONLY 2. Stocks and Bonds (Schedule B) (2) 80,626 ~ 3. Closely Held Corporation, Partnership or (3) N~e Sole-Proprietorship i:; 4. Mortgages & Notes Receivable (Schedule D) (4) N~e R 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 2]-, 674.~O'5 '"' E A 6. Jointly Owned Property (Schedule F) (6) ~ ~ I j'~ Separate Billing Requested T U 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 2.5,607 29 L (Schedule G or L) ° A T 8. Total Gross Assets (total Lines 1-7) ~ (8) 336,907.43 O ~. Funeral Expenses & Administrative Costs (Schedule H) (9) 34,537.39 N 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule l) (10) 5,060.62 11. Total Deductions (total Lines 9 & 10) (11). 39 ~598. O1 12. Net Value of Estate (Line 8 minus Line 11) (12) 297,309.42 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) · C 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 297,309.4,2 O SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES M UP 15. Amount of Line 14 taxable at the spousal tax AT rate, or transfers under Sec. 9116(a)(1.2) X .00 (15) 0.00 T 16. Amount of Line 14 taxable at lineal rate 297,309.42 X .0 45 (16) ]-3,378.92 I 17. Amount of Line 14 taxable at sibling rate O X .12 (17) 0.00 N 18. Amount of Line 14 taxable at collateral rate X .15 (18) O. 00 19. Tax Due (1~) 3.3,378.92 Copyright (c) 2000 form software only The Lackner Group, lnc, Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: 329 Blacklatch Lane CITY Camp Hill STATE ZIP PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments (1) 13,378.92 A. Spousal Poverty Credit 0. O0 B. Prior Payments 10,000. O0 C. Discount 526.32 Total Credits ( A + B + C ) (2) 10,526.32 3. Jnterest/Penalb, if, applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 0 t 00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 2,852.60 A. Enter the interest on the tax due. (SA) O. 00 B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) 2,852.60 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred; ....................... Yes No b. retain the right to designate who shall use the property transferred or its ncome; ........... c. retain a reversionary interest; or ................................... d. receive the promise for life of either payments benefits or care'~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ~ 'T AB0~£ QU'E$~i0N$ iS ~'E$ IF THE ANSWER TO AI~ 0F HE' ,'' [~ ~-~ YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. '~"~ Vu"r ~FOR James A. Diebold, Jr, DATE ~ t ' ' '~ 329 Blacklatch Lane / I :- ......................... F'~ gPRI~ REPRESENTATIVE Jame ~ ..... ,r x s, ~ml~n, oietterick & Connellv L [fATE ............ ....................... surviving spo se~,,.~3O/o ~116 (a) (1 i ) (i)] p on the net value of transfers to or for the use of the 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(aX1.3)]. 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. Copyright (c) 20OO form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-oo) REV-~ 150Z EX * (1-97) SCHEDULE A COMMONWEALTH OF PEN NSYLVANIA REAL ESTATE 'NHER~T^.CE T*X RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Christine K. Diebold SS~/ 404-30-5738 05/28/2003 21-03-0488 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 VALUE AT DATE OF DEATH 1 Real estate situate at 329 Blacklatch Lane, Lower Allen Township, 209,000.00 Camp }{ill, Cumberland County, Pennsylvania - Titled in decedent'., name individually; valued at sales price; see attached copy of HUD- 1. TOTAL (Also enter on line 1, Recapitulation) $ 209,000.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, inc. Form REV-1502 EX (Rev. 1-97) REV-I~03 EX + (1-97) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Christine K. Diebold SS~/ 404-30-5738 05/28/2003 21-03-0488 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 6,025. 866 shares Vanguard Windsor Fund - Mutual fund 13.38 80,626.09 account f/9858324528 titled in decedent's name TOTAL (Also enter on line 2, Recapitulation) 80,626.09 (If rnc~r~ ~n=~¢~ i .... .4.~ ; ..... '~-~:tional sheets of the same size) Copyright {'c) 1996 form software only CPSystems, Inc. Form REV-1503 EX (Rev. 1-97) · / SCHEDULE E c°M~.~"~[~E."~Su~^.,^ / CASH. BANK DEPOSITS, & MISC. ESTATE OF FILE NUMBER Christine K. Diebold SS~/ 404-30-5738 05/28/2003 21-03-0488 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH i Cash taken from NCFCU account to close prior to death - Cash net 6,835.00 of gifts on Schedule G put into estate account after death 2 PNC Bank - Checking account #5140016226; established 9/24/1990; 2,032.65 held in decedent's name individually Accrued interest on item 2 to date of death 4o13 3 Real estate situate at 329 Blacklatch Lane, Lower Alien Township 802°27 Camp Hill, Cumberland County, Pennsylvania - Reimbursement of county and school real estate taxes at settlement 4 Decedent's vehicle 1994 Buick Regal, titled in decedent's name 5 000.00 alone, valued per actual sale. ' 5 Decedent's personal property - Miscellaneous household 7,000.00 furnishings, jewelry and china valued per executor,s opinion. TOTAL (Also enter On line 5, Recapitulation) $ 21,674.05 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97) REV-~510 EX + (1~97) SCHEDULE G COMMONWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS & INHERITANCETAX RETURNMISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Christine K. Diebold SS~/ 404-30-5738 05/28/2003 21-03-0488 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. DESCRIPTION OF PROPERTY % OF ITEM INCLUDE THE NAME OF THETRANSFEREE. TFIEiR DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. NUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) 1 PNC Bank - IRA account 4,607.29 100.00% 0.00 4,607.29 #75200015363; established 01/02/2000; owned by decedent; beneficiaries are decedent's 3 children in equal shares; valued per bank letter. 2 Gift to James A. Diebold, 10,000o00 100.00% 3,000.00 7,000.00 Jr o dated 05/21/2003 3 Gift to Mark $. Diebold 10,000o00 100.00% 3 000o0C 7,000 00 dated 05/21/2003 ' · 4 Gift to Diane C. Batcha 10,000o00 100.00% 3 000 00 7,000.00 dated 05/21/2003 ' ' 5 Gift to Hannah Batcha dated 3 000o00 100.00% 3,000o0¢ 5/21/2003 ' 0.00 6 Gift to John Batcha dated 3,000.00 100.00% 3 000.0C 5/21/2003 ' 0.00 7 Gift to Mark Diebold, Jr. 3,000.00 100.00% 3,000 00 dated 5/21/2003 ' O. 00 8 Gift to Christine Diebold 3,000.00 100 00% 3,000.0C dated 5/21/2003 ' 0.00 TOTAL (Also enter on line 7, Recapitulation) $ 25,607.29 (If more snack_ i~ n,,~,-t=,,~ i,,==~ ~'~'~=';'3nal sheets of the same size) Copyright (c) 1996 form software only CPSystems. Inc. Form REV-1510 EX (Rev. 1-97) REV-'1511 EX + (1-97) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Chris~cine K, Diebold SS¢/ 404-30-5738 05/28/2003 21-03-0488 Debt: of decedent must be reported on Schedule I, ITEM NUMBER DESCRIPTION AMOUNT A, FUNERAL EXPENSES: 1 CLA Church Officials for Memorial Service - Funeral expense 500.00 2 Executor expenses for Louisville service - Car rental, parking, 1,137.24 fuel and John E's Restuarant for luncheon and Southwest Airlines ($764.50) 3 Food and beverages for funeral wake 961.46 Total of Continuation Schedule (s) 2,891o 32 B. ADMINISTRATIVE COSTS: 1. 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: Z. Attorney's Fees James, Smith, Dietterick & Connelly, LLP 10,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State~ Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 322.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 Cumberland County Reporter Estate notice publication charge 75.00 2 Cumberland County Register of Wills Filing fee for inheritance 31 00 tax return and inventory · 3 Henry Harshberger 2 lawn mowings at property 70°00 4 James A. Diebold, Jr. Reimbursement for final housecleaning and 210.00 trash hauling expenses 5 Real estate situate at 329 Blacklatch Lane, Lower Al,lan Township, 12,540.00 Camp Hill, Cumberland County, Pennsylvania - Realtor s comraissio~ Total of Continuation Schedule(s) 5,799.37 TOTAL (Also enter on line 9, Recapitulation) $ 34,537.39 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) Estate of: Christine K. Diebold Soc Sec #: 404-30-5738 Date of Death: 05/28/2003 Continuation of Schedule (Funeral Expenses) Item Description # Amount 4 Louisville Courier Journal - obituary notice 99.75 5 Musselman Funeral Home - Funeral goods and services 1,565.00 6 Nature's Harm - Flowers for memorial service 199.57 7 Resthaven Memorial Park - Burial expense 1,027.00 2,891.32 Estate of: Christine K. Diebold Soc Sec #: 404-30-5738 Date of Death: 05/28/2003 Continuation of Schedule H-B2 (Attorney's Fees) Item Description Amount 1 James, Smith, Dietterick & Connelly, LLP - Attorney fees 10,000.00 10,000.00 Estate of: Christine K. Diebold Soc Sec #: 404-30-5738 Date of Death: 05/28/2003 Continuation of Schedule M-B4 (Probate Fees) Item Description # Amount i Register of Wills - Probate fee 322°00 322.00 Estate of: Christine K. Diebold Soc Sec #: 404-30-5738 Date of Death: 05/28/2003 Continuation of Schedule H-B7 (Other Administrative Costs) Item Description # ~ount charged at settlement 6 Real estate situate at 329 Blacklatch Lane, Lower Allen Township, 399.00 Camp Hill, Cumberland County, Pennsylvania - Home warranty fee charged at settlement 7 Real Estate situate at 329 Blacklatch Lane, Lower Allen Township, 105.00 Camp Hill, Cumberland County, Pennsylvania - Transaction fee and notary fee charged at settlement 8 Real estate situate at 329 Blacklatch Lane, Lower Allen Township, 96.25 Camp Hill, Cumberland County, Pennsylvania - Meter service fee charged at settlement 9 Real estate situate at 329 Blacklatch Lane, Lower Allen Township, 2,090.00 Camp Hill, Cumberland County, Pennsylvania - Transfer tax due charged at settlement 10 Real estate situate at 329 Blacklatch Lane, Lower Allen Township, 78.35 Camp Hill, Cumberland County, Pennsylvania - 1st quarter sewer bill charged at settlement 11 Real estate situate at 329 Blacklatch Lane, Lower Allen Township, 700.00 Camp Hill, Cumberland County, Pennsylvania - Radon testing charged at settlement 12 Real estate situate at 329 Blacklatch Lane, Lower Allen Township, 200.00 Camp Hill, Cumberland County, Pennsylvania - Charge for repairs due at settlement 13 Real estate situate at 329 Blacklatch Lane, Lower Allen Township, 37.10 Camp Hill, Cumberland County, Pennsylvania - 2004 county taxes from 01/01/2004 to 01/23/2004 due at settlement 14 Real estate situate at 329 Blacklatch Lane, Lower Allen Township, 1,979.00 Camp Hill, Cumberland County, Pennsylvania - 2003 school taxes charged at settlement 15 Register of Wills - Short certificate 3.00 16 The Patriot News Estate notice publication charge 111.67 5,799.37 / SCHEDULE! COMMONWEALTH OF PENNSYLVANIA J DEBTS OF DECEDENT, INHERITANCE TAX RETURN ~'~'E%%'"~"" MORTGAGE LIABILITII=-~ ~,un ESTATE OF · .--v~ .-~,,.... Christine K. Diebold SS~'/ 404-30-5738 0-5/28/2003 FILENUMBER -- 21-03-048~ Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1 AT&T - Final telephone bill AMOUNT 76.15 2 Bernie K. Mills, Tax Collector - Real estate taxes 1,708.03 3 Comcast Cable - Final cable TV bill 43.45 4 Lower Allen Township Sewer/trash bill 73.35 5 Lower Allen Township - Sewer/trash bill 28.30 6 PA Water Company - Final water bill 46.68 7 PNC Bankcard - Balance due on credit card 139.96 8 PNC Bank - Miscellaneous bank service charges and overdraft fees 106.00 9 PPL Co - Electric bill 181.00 10 PPL Co Electric bill 181.00 11 Tamdot Healthcare Medical bill 142.42 12 U.S. Treasury - Returned retirement check 1,654.00 13 U.S. Treasury - Returned social security check 360.00 14 USAA - Auto insurance premium 199.26 15 USAA - Homeowners insurance premium 84.10 16 Verizon - Final telephone bill 36.92 TOTAL (Also enter on line 10, Recapitulation) $ 5,060.62 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-151Z EX (~ev. 1-97) REV-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA IN"~"~A.CE~x.~U.. BENEFICIARIES Ch:Js~ine ~. Diebold SS~ 404-30-5738 NUMBER ~ ~~ESS OF PERSON(S)RECEIVING p 2Z-03-0~88 I. ~~. _ ~. n=~IVING PROPER~ ........ '~ [~lU~ outright spousal ~ [ D~a~e C. ~a~cha transfers under Sec' 911~aXl'Z)] ESTATE 640 ~[[e~ ~oad Dsu~h=e~ O~e - ~h ~ ~d Heche~csb~, ~ [7055 ~[/3) ~es~d~e 329 ~[ac~[a=ch ~a~e So~ C~p ~[[, ~A ~70~[ ~e-~h~d 3 H~ S. D~ebo[~ 813 ~h~d S~ee~ So~ ~e-~h~d ~ea~e C~, ~ 77573 ([/3) ~es~due II. A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS ___________ TOTAL OF PART II - ENTER TOTAL NON-' ON LINE 13 OF $ (If more space Js needed, insert additional sheets of the same size) 0.00 Copyright (c) ~'000 form software only The Lackner Group, Inc. Form RE¥-1513 EX (Rev. s-00) Register of Wills of CU B .RL D Coun c LPns. ia Regi~t?~- ~,.~ IN NTORY Estateof C~&s%~ne K. D,ebo[d ~ 2~_~8~2 also known as ~ Death 05/28/2;~03 , Deceased Social Securi~ No. 404-30-5738 James A. Diebold, Jr., 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 of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I AVe verify that the statements mede in this Inventory are true and correct, lAVe understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Represen~e ~,, Attorney: Gary L. James Esq. Signature: '}~.. J Jam~$~ Diebold, Jr. I.D. No.: 27752 Signature: Address: 134 Sipe Avenue Address: 329 Blacklatch Lane Hummelstown, PA 17036 Camp Hill, PA 17011 Telephone: 717/533- 3280 Telephone: 717/506- 7900 Dated: Description Value (See continuation page(s) attached) (Attach additional sheets if necessary) Total: 311,300.1/-4. 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. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form IlJlRW-7 (1992) INVENTORY Estate of: Christine K. Diebold Date of Death: 05/28/2003 County: Cumberland CASH: Cash taken from NCFCU account 6,835.00 to close prior to death - Cash net of gifts on Schedule G put into estate account after death PNC Bank - Checking account 2,032.65 #5140016226; established 9/24/1990; held in decedent's name individually Accrued interest through date 4.13 of death Real estate situate at 329 802.27 Blacklatch Lane, Lower Allen Township, Camp Hill, Cumberland County, Pennsylvania - Reimbursement of county and school real estate taxes at settlement 9,674.05 PERSONAL PROPERTY: Decedent's vehicle 1994 5,000.00 Buick Regal, titled in decedent's name alone, valued per actual saleo -1- Decedent's personal property - 7,000.00 Miscellaneous household furnishings, jewelry and china valued per executor's opinion. 12,000.00 STOCKS/LISTED: 6,025.87 shares Vanguard Windsor Fund - 80,626.09 Mutual fund account #9858324528 titled in decedent's name 80,626.09 REAL ESTATE/PA: Real estate situate at 329 209,000.00 Blacklatch Lane, Lower Allen Township, Camp Hill, Cumberland County, Pennsylvania Titled in decedent's name individually; valued at sales price; see attached copy of HUD-1. 209,000.00 TOTAL RECEIPTS OF PRINCIPAL ............... 311,300.14 -2- March 4, 2004 THE Office of the Register of Wills bECURITY ATTN: SUE Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of Christine K. Diebold Dept. of Revenue File # 21-03-0488 Elizabeth S. Eck Paralegal Dear Sue: ese~jsdc.com Enclosed please find our check in the amount of $35.00 to cover additional probate for the reference estate. Should you have any questions regarding this matter, please do not hesitate to contact me, or Gary L. James, Esq., Counsel to the Estate. Very truly yours, Elizabeth S. Eck Paralegal I /ese Enclosure cc: James A. Diebold, Jr. 134 SIPE AVENUE HUMMELSTOWN, PA 17036 MAILING ADDRESS P.O. BOX 650 HERSHEY, PA 17033 TOLL FREE 1.800.942.3660 TEL. 717.5333280 FAX 717.533.7771 www.jsdc.com ROW460D Cumberland County - Register Of Wills Estate Inquiry File No 21 2003-00488 PA File No 21-2003-0488 Decedent DIEBOLD CHRISTINE K Page i of 1 .......................... FIRST ENTRY .................. 6/13/03 PETITION FOR PROBATE AND GRANT OF LETTERS TESTAMENTARY OATH OF PERSONAL REPRESENTATIVE DEATH CERTIFICATE 6/16/03 DECREE OF PROBATE AND GRANT OF LETTERS TESTAMENTARY 8/27/03 CERTIFICATION OF NOTICE UNDER RULE 5.6(A) 8/28/03 INHERITANCE TAX PYMT PAID - 10,000.00 ACN - 101 RECEIPT - CD0002955 GARY JAMES L ESQUIRE ................ LAST ENTRY ............................ F2=Done F12=Cancel F17=Top F18=Bottom COHHONNEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTHENT OF REVENUE ZNHERZTAHCE TAX DIVISION DEPT. 180601 HARRISBURG, PA 17118-060! NOTICE OF INHERITANCE TAX APPRAZSENENT] ALLO#ANCE OR DZSALLOHANCE OF DEDUCTIONS AND ASSESSNENT OF TAX REV-1S¢? EX AFP (01-03) ~,~ DATE 04-26-2004 :~"~ ESTATE OF DIEBOLD CHRISTINE K DATE OF DEATH 05-28-2005 FILE NUHBER Z1 05-0488 GARY L JANES ESQ '04 APR 26 Plq~NTY CUHBERLAND ACN 101 JANES ETAL 154 SIPE AVE LJ ~i I Aaoun* Remi~ed HUMMELSTONN PA 17056 HAKE CHECK PAYABLE AND RENZT PAYNENT TO: REGISTER OF HILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS REV-1547 EX AFP (01-03) NOTICE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSHENT OF TAX ESTATE OF DIEBOLD CHRISTINE K FILE NO. 21 05-0488 ACH 101 DATE 04-26-2004 TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~e (Schedule A) (1) Z09~O00.O0 NOTE: To insure proper 2. S~ocks and Bonds (Schedule B) (2) 80;626.09 credA* ~o your account, $. Closely Held S~ock/Par~nershAp Zn~eres~ (Schedule C) ($) .00 suba1~ ~he upper por~Aon ~. Hor~gages/No~es Receivable (Schedule D) (~) .00 of *hAs fore ~A~h your 5. Cash/Bank Deposi~s/NAsc. Personal Proper*y (Schedule E) (5) 21/674.05 ~ax payeen*. 6. Jointly O~ned Proper*y (Schedule F) (6) .00 7. Transfers (Schedule G) (7) 25/607.29 8. To~aZ Asse~s (8) 556,907.45 APPROVED DEDUCTIONS AND EXEHPTZONS: 34,537.59 9. Funeral Expenses/Ada. Costs/Hist. Expenses (Schedule H) (9) 10. Deb~s/Nor~gage LAabAli~ies/LAens (Schedule ~) (10) 5,060.6~ 11. To~al Deduc*ions (11) ~9.598.01 12. Ne~ Value of Tax Ra~urn (12) Z97,509.4Z 15. CharA~able/Governmen~al Bequests; Non-elec*ed 9113 Trusts (Schedule J) (15) .00 1¢. Ne~ Value of Es~a~e Sub~ec~ *o Tax (1~) 297,509.41 NOTE: Zf an assessment was issued previously, 11nas 1~, 15 and/or 16, 17, 18 and 19 ~;il1 reflect ~igures that include the totaZ of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Aaoun~ of LAne 1~ a~ Spousal ra*e (15) .00 X O0 = .00 16. Aaoun* of Line 1~ ~axable a{ LAneal/Class A ra~e (16) 297,509.42 X 045 = 15,$78.91 17. Amoun~ of LAne 1~ a* SiblAng ra*e (17) .00 X 1~ = .00 18. Amoun* of Line lfi ~axable a~ Colla*arel/Class B ra*e (18) .00 X 15 = .00 19. PrAncipal Tax Duo (19)= 15,578.92 TAX CREDITS: PAYHENT [ REC~/PT DISCOUNT (+) DATE I NUHBER INTEREST/PEN PAID (-) AHOUNT PAID 08-28-2005 CD002955 526.52 10,000.00 02-27-Z00~ CD005619 .00 2,852.60 TOTAL TAX CREDIT I 15,578.92 BALANCE OF TAX DUEI .00 INTEREST AND PEN. I .§0 TOTAL DUE I .00 ~ ZF PAID AFTER DATE ZNDZCATED] SEE REVERSE ( IF TOTAL DUE 1S LESS THAN $1, NO PAYNENT ZS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~ YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on ar before December 1Z, 19BI -- if any future interest in the estate is transferred in possession or enjoyment to Class S (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such futura interest. PURPOSE OF NOTICE: To ~ulfill the requirements of Section ZIqO of the Inheritance and Estate Tax Act, Act Z5 of ZOO0. (7Z P.S. Section 9140). PAYNENT: Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REG[STER OF NILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications ara available at the Office of the Register of #ills, any of the 25 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-56Z-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-q47-50ZO (TT only). OBJECTIONS: 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 Notica by: --eritten protest to the PA Department of Revenue, Board of Appeals, Dept. 2810Z1, Harrisburg, PA 17128-10Z1, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADNIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Past Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (5) calendar months after the decedant's death, a five percent (SI) discount of the tax paid is allowed. PENALTY: 'he 15X tax amnesty non-participation penalty is computed on tho total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you ~ould appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: 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 which became delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent par annum calculated at a daily rate of .000164. All taxes ahich 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 rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO4 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rata Factor Year Rate Factor ~ 20Z .O00S4B ~'~-1991 XIZ .000301 ~ 9X .000247 1985 162 .000438 1992 9Z .000247 ZOOg 62 .000164 1984 llZ .000501 1995-1994 72 .000192 2005 5Z .000157 1985 132 .000356 1995-1998 9Z .000247 ZO0~ 42 .000110 1986 lOX .00027q 1999 7Z .000192 1987 10Z .000Z74 2000 7Z .OO019Z --Interest is calculated as follo~s: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. STATUS REPORT UNDER RULE 6.12 Name of Decedent: CHRISTINE K. DIEBOLD Date of Death: May 28, 2003 Will No. Admin. No. 2003-00488 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No. 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphan's 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 X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. / Signature I Gary L. James,/Esquire; JAMES, SMITH, DIETTERICK & CONNELLY 134 Sipe Av'enue ~&t "0{) ~i,?:' ~)if'10 Hummelstown, PA 17036 .l.~,qO3 S,N'C.tdEO (717) 533-3280 ~0 ~W313 e_,~ :El Nd L i 330 hflOg Capacity: Personal representative X Counsel for personal representative