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HomeMy WebLinkAbout03-0937Register of Wills of CumberlandCounty, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of also known as PAUL H. KLING , Deceased Social Security No. 1Rq-lR_5475 (COMPLETE "A" OR "B" BELOW:) J~ A. Probate and Grant of Letters and aver that Petitioner(~ is/a~[ the execut_o_.T.._ named in the Last Will of the Decedent, dated July 17, 2003 and codicil(s) dated 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 wctim of a killing and was never adjudicated incompetent: B. Grant of Letters of Administration Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (~f any) and heirs: Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional heats if necessary. Decedent was domicded at death in Cumberland residence at 6 Lancaster Avenue, Enola, PA County, Pennsylvania, with h~.s]~i-~r last famdy or principal Decedent, then 82 years of age, died October 4 , 20 03 at FTnl y .qpl ~--i f Decedent at death owned propertv with estimated values as tollows: (If domiciled in PA) All personal property .............................. $ (if not domiciled in PA) Personal propertv in Pennsylvania ...................... $ (If not do,-niciled in PA) Personal property in County .......................... $ Value of real estate in Pennsylvania ............................................... $ Total .............................................................. $ Real Estate situated as follows: 6 Lanca.~i-~r A'~TC~nllp;. l~.nn'J ~, PA 17025 Hn~n~fal 5,000.00 90,000.00 q~ nnn nn Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: J Signature Typed or printed name aha residence j RichardS. Klinq 92 Front Street RW-7 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and affirm(si 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. before me this l0L~%- day of ~ DECREE OF REGISTER Estate of PAUL H. KLING Deceased No. ~;'~'9~7 also known as Social Security No: 189-18-5475 Date of Death: October 4: 200R AND NOW, ~_~u-~,~c-,k3-~,. !~ , 20 03 in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters F~ Testamentary [] of Administration. - are hereby granted to Richard ,~,. Klinq /~../~ in the above .estate and that the instrument(s), if any, dated July 17, 2003 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........................... Short Certificate(s) .......... Renunciation .................. Affidavit ( ) ................. Extra Pages ( ) ............ Codicil .......................... JCP Fee ........................ Inventory & Tax Forms... Other ............................ TOTAL ................ Rw-7a Attorney: Diane S. Baker, Esquire I.D. No: 53200 Address: 27 S. Arlene St., P.O. Box Harrisburg; PA 17112-0443 Telephone: 717-671-9600 6443 DATE FILED' II-J.~- 03 '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 No. Local Registrar Date AGE (Last B~lf~ey) I UNDER ! Y~ [ U~R I D~ [ 0ATE OF BI;H ~ 82 v~. ~ I 6/19/1921 ~ Cumberland ~ 6 lancaster Ave. ,,. Enola, PA 17025 ,, Paul S. Kling INF~MAN~S NAME ~y~Pl~) ~,.Dick Kling ,,,. Mechanic [,b. TRW Harrisburg ~3 1~'28 o4~, Widower ~. I DECEDENT'S PA ^CTU~t ,;,.S~,o ~ ,~,.~ v~.~ East Pennsboro ,m.c~,~ Cumberland ~,~? ,?~.~ ~.~ ,,.Nary Nargaret Dettling ,~. 92 Front St. ~est Fairview PA 17025 I ~1~- October 8, 2003 n~. Stone Church Cemetery ~a~. Silver Spr~ng Twp. COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH ° VITAL RECORDS CERTIFICATE OF DEATH lSEx ISOCIAL SECUR'T~' NU M~ER IDATE OF DEATH ,Mc~t~. Oa¥. ~ea~, 4. ,.Male ,. 189 -- 18 -- 5475 Harrisburg PA ~,~ E.~O~.,,*m ~ 00~ HN~~'"° [] SERVICE LICENSEE OR PERSON ACTING AS SUCH {,o. White 29 S.Enola Dr. Enola,PA. 17025 (Momh. Day. ~a~l ;3~. 1~3~. WAS CASE REFERRED TO MEOICAL EXAMINER/CORONER? ~alwvl~al~clevenl, ~ ~. OUETO(OFI~)NSEC~JENC~,~F~: [~ t ~ II LICENSE NUMBER -- DATE SIGNED NAME AND ADORESE O~f PE R~.:~N WhlO CA:)K~.~LE'r~D ~USE ()F DE~'H LAST WILL AND TESTAMENT OF PAUL H. KLING I, PAUL H. KING, of East Pennsboro Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament hereby revoking all prior Wills and Codicils. My children, Richard Kling and Linda J. Himes, are living at the date of the execution of this, my Last Will and Testament. ITEM I. I direct that the expenses of my last illness and funeral be paid from my estate as soon as practicable after my death. ITEM II. I intend to give and bequeath certain items of my personal property and jewelry to certain individuals within my family and I shall do so by written memorandum which shall be dated and signed at the end thereof, directing my Executor or Executrix to dispose of my items of tangible personal property. ITEM III. I give, devise and bequeath ali of the remainder of my estate of whatsoever nature and wheresoever situate, to my son, Richard Kling, if he survives my death by thirty (30) calendar days. ITEM IV. If my son, Richard Kling, does not survive thirty (30) calendar days after my death, then I give, devise and bequeath all of the remainder of my estate and property, of PAGE ONE OF THREE ~ K, whatsoever nature and wheresoever situate, to my daughter-in-law, Margueritte H. Kling, if she survives my death by thirty (30) calendar days. ITEM V. I authorize my Executor or Executrix to exercise the following powers in addition to those given by law, to be exercised in their sole discretion: (a) To retain any or all of the assets of my estate without regard to any principal of diversification, risk or productivity. (b) To compromise any claim or controversy. (c) To borrow money from any Executor or Executrix, and to mortgage or pledge any real or personal property. (d) To sell at public or private sale, to exchange or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such price and under such terms or conditions as they deem proper. (e) To repair, alter or improve any real or personal property. ITEM VI. I appoint my son, Richard Kling, as Executor of this, my Last Will and Testament. If he is unable or unwilling to act as Executor, then I appoint my daughter-in- law, Margueritte H. Kling, to serve as Executrix. I direct my Executor or Executrix be authorized to act in his or her discretion and without bond or order of court. ITEM VH. All estate, inheritance, succession and other death taxes, imposed or payable by reason of my death, and interest and penalties thereon, with respect to all property comprising my gross estate for death tax purposes, whether or not such property passes under PAGE TWO OF THREE this Will, shall be paid out of the principal of my general estate, as if such taxes were administrative expenses, without apportionment or fight of reimbursement. I authorize my legal representative to pay all such taxes at such time or times as may be deemed advisable. IN WITNESS WHEREOF, I have at Harrisburg, Pennsylvania, this ] 7 *~day of ,2003, set my hand and seal to this, my Last Will and Testament consisting of three pages. PAUL H. KLING PAGE THREE OF THREE ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA : COUNTY OF DAUPHIN : and DIANE S. BAKER, ESQUIRE, the testator and wimesses, respectively, ~vhose names are signed to the forgoing instrument, being first duly sworn, do hereby declare that the testator signed and executed the instrument as his Last Will and Testament and that he had signed willingly, and that he executed it as his 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 wimess and that to the best of the wimesses' knowledge, the testator was at the time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~D~S S PAUL H.~LLII~IG'" ~__~ s. B d R, ESQUm 27 South Arlene Street P.O. Box 6443 Harrisburg, PA 17112-0443 On this, the I-]~ch day of ~c_k/G , 2003, before a Notary Public, the undersigned officer, personally appeared, Diane S. Baker, Esquire, known to me or satisfactorily proven to be a member of the Bar of the Supreme Court of Pennsylvania, and certified that she was personally present when the foregoing acknowledgment and affidavit were signed by the testator and witnesses. IN WITNESS WHEREOF, I have hereunto set my hand and official seal. NOTARY PUBLIC NOTARIAL SEAL ~ MELISSA A. POLING, Notary Public Lower Paxton Twp., Dauphin County My Comm ss on Expires Sept. 1,2003 OF PAUL H. KLING DIANE SOMMERS BAKER, ESQ. P.O. BOX 6443 27 SOUTH ARLENE STREET HARRISBURG, PA 17112.044:3 717-671-9600 ESTATE OF PAUL H. KLING, DECEASED BEFORE THE REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA NO. 2003-00937 CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) NAME OF DECEDENT: PAUL H. KLING TO THE REGISTER: I certify that notice of beneficial interest required under 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 November 25, 2003' Richard A. Kling 92 Front Street West Fairview, PA 17025 Linda Himes 206 Gull Court Hampton Village Mechanicsburg, PA 17055 Notice has now been given except: none DATE: to all persons~o under Rule 5.6(a) squir 27 South Arlene Street P.O. Box 6443 Harrisburg, PA 17112-0443 717-671-9600 Counsel for Personal Representative 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 0O3410 BAKER DIANE S 27 SOUTH ARLENE ST. P.O. BOX 6443 HARRISBURG, PA 17112-0443 ........ fold ESTATE INFORMATION: SSN: 189-18-5475 FILE NUMBER: 21 03-0937 DECEDENT NAME: KLING PAUL H DATE OF PAYMENT: 01/05/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 1 0/04/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $3,000.00 TOTAL AMOUNT PAID: $3,000.00 REMARKS: SEAL CHECK# 101 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH DEPUTY REGISTER OF WILLS REGISTER OF WILLS REV-1500 EX (6-00) ,~ COMMONWEAl_IH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFiCALUSE FILE NUMBER 2 1 -__0_~3 0 0 937 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER F- KLING, Paul H Z - 189 - 18 - 5475 ~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE I.U 10--4--03 4- 19--21 REGISTER OF WILLS UJ (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ILl ~oo I- Z UJ Z 0 U.I 0 X ['~1. Original Return [~]4. Limited Estate r~-'-[ 6. Decedent Died Testate (Attach copy of Will) [----~ 9. Litigation Proceeds Received ~--]2. Supplemental Return J--] 4a. Future Interest Compromise (date of death after 12-12-82) --']7. Decedent Maintained a Living Trust (Attach copy of Trust) [~] 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) ~-]3. Remainder Return (date of death prior to 12-13-82) [~5. Federal Estate Tax Return Required 0 8. Total Number of Safe Deposit Boxes --"] 11. Election to tax under Sec. 9113(A) (Attach Sch O) NAM~iane S. Baker, Esquire FIRM NAME (If Applicable) TELEPHONE NUMBER 717-671-9600 COMPLETE MAILING ADDRESS 27 South Arlene Street P.O. Box 6443 Harrisburg, PA 17112-0443 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. 14. 82,580.00 1,552.97 7,707.35 1,274.16 Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) (8) (11) (12) (13) (14) OFFICIAL USE ONLY 84,402.97 8,981.51 75,421.46 --0-- 75,421.46 15. 16. 17. 18. 19. 20. SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) Amount of Line 14 taxable at lineal rate Amount of Line 14 taxable at sibling rate Amount of Line 14 taxable at collateral rate -0- x .0__ (15) 75,421.46 x.O 45 (16) --O- X .12 (17) --0- x .15 (18) (19) Tax Due 3,393.96 3,393.96 Decedent's Complete Address: STREETADDRES% STATE ZIP Lancaster Avenue CITY Enola PA 17025 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty (1) 3,000.00 150.00 Total Credits ( A + B + C ) (2) 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 1 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. (bB) Make Check Payable to: REGISTER OF WILLS, AGENT 3,393.96 3,150.00 243.96 243.96 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .......................................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ............................................ [] [] c. retain a reversionary interest; or .......................................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ...................................................................... [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, Under 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 information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURNRicharcl A. Kling (~/e '/~,__~~7--'-"'-~",,'F DATE ~_.-- ~'//--d~ ADDRESS 7~ 92 Front Street, West Fairview, PA 1 5 Diane S. Baker~ rE'quire ~ ADDRESS 27 S. Arlene St., P.O. box 6443, Harrisburq, PA 17112-0443 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 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 paten 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 a individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502EX + 11-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER PAUL H. KLING 21-2003-00937 All real property owned solely or as a tenant in common must be rep~Aed 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 *6 Lancaster Avenue Enola, Cumberland County, Pennsylvania 17025 *See attached County tax assessment TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH $82,850.00 $82,850.00 MAILING DATE: July 1, 2000 District: 09 - EAST PENNSBORO TWP School..: EAST PENNSBORO SD Location: 6 LANCASTER AVENUE & WERTZVILLE ROAD LOTS i & 2 PB i PG 29 TAXABLE UNIT/LOT ID..: L-0001 + Land Size .... : .33 acres Property Type: R Residential With Buildings THIS IS NOT A TAX BILL Parcel Identifier= 09-14-0834-244. 2000 Assessed Value Old Assessed Value Market Value (2000 Market x 100%) (1974 Market x 25%) Land 25,840 25,840 690 Buildings 57 010 57 010 5,590 TOTAL' ' ' 82,850 82,850 6,280 2000 Clean and Green Values Land ~. ' NOT NOT NOT Buildings APPLICABLE APPLICABLE APPLICABLE TOTAL ~ Clean and Green values apply to some farm and forest land. Such values become effective only upon application and approval. All applications must be received by the Assessment Office by 4:30 p.m. on October 15, 2000. Those previously approved for Clean and Green do not need to re-apply. Control No: 09002565 CUGWELCZ ~o,nsylvania law requires that all real estate be valued as of the most recent county-wide reassessment. The last reassessment, or tax base year, was 1974. Since the last reassessment in 1974, properties have been assessed at 25% of the 1974 value (the "Pre-Determined Ratio"). The new tax base year will be the Year 2000, with the new assessed values becoming effective for the 2001 tax year. The Pre-Determined Ratio has been changed to 100%. Your new assessed value equals your Year 2000 market value. It is very important for you to know that when the new 2000 tax base is determined after this reassessment, all taxing districts are required by law to lower the millage rate by the Same proportion that the tax base went up. The law provides that in the first year after reassessment (2001), the county and all townships and boroughs may not increase overall revenue by more than five percent (5%) and school districts may not increase overall revenue by more than ten percent (10%). The county and the other taxing bodies will make these decisions next year, and may choose not to increase overall revenue. Of course, some individual's taxes will go up or down by more than those percentages. The essential point is that an increase in market values does not necessarily mean a corresponding increase in taxes. Individual changes in taxes will depend upon a specific property's change as compared to the overall change for the taxing district. The ESTIMATED impact statement printed below is our best estimate of change, based on 2000 COUNTY tax figures. This estimate does not include any borough, township, or school district impact. ESTIMATED COUNTY TAX IMPACT.' .... Current 2000 County mills = 27.500 · Adjusted 2000 County mills = 1.858 $ 173 : 2000 County Tax BEFORE Reassessment. $ 154 : 2000 County Tax AFTER Reassessment. CZ MMCNWEALT~ CF =ENNSYLVANIA hHERITANCE TAX RE,LRN RES;BENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER PAUL H. KLING 21-2003-00937 Include the proceeds of litigation and the date the proceeds were received by the estate. All property joint¥owned with the right of survivorship must be disclosed on Schedule F ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH (see attached) 2. 3. 4. PNC Checking Account No. 5004289238 Miscellaneous household furniture 1978 Chevrolet Malibu 1981 Chevrolet E1 Camino $ 152.97 $ 1,000.00 $ 2O0.00 $ 2OO.0O TOTAL (~,iso e,~ter or* iine 5, Recaoitulation) $1 , 5 5 2.9 7 ('? more space is needed, ir~ser:, addi:'.onal ~heets of me -.'~me size) ~EG-0~-2004 22:42 PNCGRN~ ~12 ?~8 ~458 P.01/01 O. PN CBA'I Februm. y 2, 2004 Ms Diane S Baker 27 S Arlene St. P O Box 6443 Harrisburg, PA 17112-0443 Estate of Paul H Kling (Deceased) SSN: 189-18-5475 DOD: 10-04-2003 scp Dear Ms. Baker: In response to your request for Date of Death balances for the customer noted above, our reco~ show the following: Cheeking Aceout Account~5004289238 Established 08-21-2003 PAUL H KLIN~3 DOD balance: $152.97 Non interest bearing account The decedent did not maintain any safe deposit box at PNC Bank. 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 mmsactions or provide statements. If you need assistance with any of th~sc items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sine. ely, Erica L Schlegel PNC Dex. edent Reporting Firstside Center 500 First Ave,, 4a~ F1GIF Pittsburgh PA 15219-312l~ 1-800-762-17'/5 Member FDIC TOTRL P.01 REV~1611EX * (1-~) ~ COMIdONWF_ALTH OF F~NNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF PAUL H. KLING SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS r FILE NUMBER 21 -2003-00937 Debts of decedent mu~t be reported on ,Schedule I. ITEM NUMBER DESCRIPTION AMOUNT Ao FUNE~LE~ENSES: Richardson Funeral Home Luncheon/Hall rental Flowers ADMINISTRATIVE COSTS: Pemenal Repmsen~m's C0mmlssbns Ri char d ~A. ri~.~..~~_~"'~--~ ...... .~. Name of Personal RepmsefltatJve (s) 'i <- ~"- ' ' ...... "~ "!:.,<:ti:::' ~' *: :L ~ Social Securily Number(s)/EIN Number of Personal Repre~entative(~i!.:i~.]:.~~i~ ~ i~-~,'~ ~- ...... 9 2 Front Street L':"] ~ :'<'~"~,~?:?~: i City West Fa3. rv:].ew Simu ........... Zip' - ~'~=':: ..... Yea~s) Commission Paid: AttomeyFas~ - D±ane S. Baker, l~.squ±re Family Exemption: (If decedenrs address is not lhe same as claimant's, 8tlach expbna~n) Claimant S~eet Address city sm~ Zip Reta6onship of Claimant to Decadent ProbateFee~ - Cumberland County Register of Wills Accountanfs Fees Tax Retum Preparers Fees Cumberland County Law Journal (advertising expense) Carlisle Sentinel (advertising expense) $ 5,527.70 $ 477.00 $ 318.00 $ 1,000.00 $ 252.00 $ 75.00 $ 57.65 TOTAL (Also enter on line 9, Recapitulati°n) $ 7,7 0 7.3 5 (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF PAUL H. KLING SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21- 2003-00937 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 2. 3. 4. 5. 6. 7. West Shore Pathology Select Medical Corporation Holy Spirit Hospital Verizon (final phone bill) H.B. McClure Fuel Company (final oil bill) East Pennsboro Township (final sewer and trash bills) East Pennsboro Area School District -- school taxes July 1, 2003 through October 4, 2003 (date of death) TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) AMOUNT $ 44.0U $ 300.00 $ 420.00 $ 29.95 $ 134.00 $ 96.00 $ 250.21 $1,274.16 REV-1513 EX+ (9-00~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER PAUL H. KLING 21-2003-00937 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DO Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] I 1. II 1. Richard A. Kling 92 Front Street West Fairview, PA 17025 Son 100% 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 1. TOTAL OF PART II- 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) LAST W'ILL AND TEST.4d~IENT OF PAUL H. KLING I. PAUL H. K~'G, of East Pennsboro Toxvnship. Cumberland County., Pennsylvania. declare this to be my Last Will and Testament hereby revoking all prior Wills and Codicils. My children, Richard Kling and Linda J. Himes, are living at the date of the execution of this. my Last Will and Testament. ITEM I. I direct that the expenses of my last illness and funeral be paid from my estate as soon as practicable after my death. ITEM II. I intend to give and bequeath certain items of my personal property and jewelry to certain individuals within my family and I shall do so by written memorandum which shall be dated and signed at the end thereof, directing my Executor or Executrix to dispose of my items of tangible personal property. ITEM III. I give, devise and bequeath all of the remainder of my estate of whatsoever nature and wheresoever situate, to my son, Richard Kling, if he survives my death by tlfirty (30) calendar days. ITEM IV. If my son, Richard Kling, does not survive thirty (30) calendar days after my death, then I give, devise and bequeath all of the remainder of my estate and property, of whatsoever nature and wheresoever situate, to my daughter-in-law. Margueritte H. KiNg. if she sur¥ives my death by thin3.' (30) calendar days. ITEbI V. I authorize my Executor or Executrix to exercise the following powers in addition to those given by la,v, to be exercised in their sole discretion: (a) To retain any or all of the assets of my estate without regard to any principal of diversification, risk or productivity.. (b) To compromise any claim or controversy. (c) To borrow money from any Executor or Executrix, and to mortgage or pledge any real or personal property.. (d) To sell at public or private sale, to exchange or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such price and under such terms or conditions as they deem proper. (e) To repair, alter or improve any real or personal property. ITEM VI. I appoint my son, Richard Kling, as Executor of this, my Last Will and Testament. If he is unable or unwilling to act as Executor, then I appoint my daughter-in- law, Margueritte H. Kling, to serve as Executrix. I direct my Executor or Executrix be authorized to act in his or her discretion and without bond or order of court. ITEM VII. All estate, inheritance, succession and other death taxes, imposed or payable by reason of my death, and interest and penalties thereon, with respect to all property comprising my gross estate for death tax purposes, whether or not such property passes under PAGE TWO OF THREE ./Z?. ~'. th. is Wiil. shall be paid out of the princ~2al of mx,. general estate, as if such taxes were administrative expenses. ~xithout apportionment or ri~qt of reimbursement. I authorize my legal representative to pa,,,' all such taxes at such time or times as max' be deemed advisable. LN' WITNESS WHEREOF. I have at Harrisburg. Pennsylvania. this' /'7' day of !I 3c-/.2003, set my hand and seal to this. my Last Will and Testament consisting of three ( pazes. WITNESS PAUL H. KLIN'G r( EsquIr PAGE THREE OF TFsULEE ACK-NOWLEDGNEENT CO.X, LMONV~TALTH OF PEN%'SY!_V.&N'L-X · COL~'TY OF DALTHIN · We. PAUL H. KLING. and DL&NE S. BAKER. ESQUIRE.~the testator and witnesses, respectively, whbse names are signed to the forgoing instrument, being first duly sworn, do hereby declare that the testator si~maed and executed the instrument as his Last Will and Testament and that he had slimed willingly, and that he executed it as his free and voluntary, act for the purposes therein expressed, and that each of the ~vitnesses. in the presence and hearing of the testator, signed the Will as witness and that to the best of the witnesses' knowledge, the testator was at the time eighteen vears of a,,e or older, of sound mind and under no constraint or undue influence. WITNESS ADDI~SS KERiEsQuiRE 27 South Arlene Street P.O. Box 6443 Harrisburg, PA 17112-0443 On this. the 1'5'~ day of ' ~ -- ! 2003. before a Notar-,' Public. the u.ndersigned officer, personally appeared. Diane S. Baker. Esquire. knox~n to me or sarisfactoriiv proven to be a member of the Bar of the Supreme Court of Pennsylvania. and ce, tiffed that she was personally present when the foregoing acknowted_m-nent and affidavit were si_.~2ed by the testator and vdtnesses. IN' WITNTSS WHEREOF. I have hereunto set my hand and official seal. .'..,.i..:::.f! t-i NOTARY PUBLIC NOTARIAL SEAL i MELISSA A. POLING, Notary Puictic ~ Lower Paxton Twp., Dauphin Ccunty ~ ;4v Commission Expires Sept. 1,2C031 3OMMONWEALTH OF PENNSYLVANIA ' ';UNTY OF CUMBERLAND ~-'~g duly ~f~,,~'0'A according to law, deposes and says that he /z ¢ A~ ;.~ of ~--:'?~ :~t~'~": :~4~,[ .... , Cumberland Counfy, Pa., deceased .nd fhaf fhe cf the entire estate of said decedent, co~slsfing of ali the persona[ proFerfy and re~l esfa+e, except re~l e~f~fe ouf~ide ~ne Commonwealth of Pennsylvania, and that the figures opposite each ffem of the Invenfor~ represent ff'~ f~]r wlue as of the ' * aa,e of decedenf's death. and subscribed befere me, ~.,C~ '-f J . #OTARIAt. SL~. I MY COMMISSION ~PIRE$ MAY 13, 20uo1· 92 Front Street _ W~sjz__~a~rv~ew: PA 17025 Address Date of Death 4th October 2003 Day Month Year INSTRUCTIONS I. An inventory must be filed wifhin three months after appointment of personal representative. 2. A supplement inventory must be filed wifhin fhlrfy days of d;scovery of additional assets. 3. Additional sheets may be attached as fo personalty or realty -:. See Article IV, Fiduciaries Act of 1949. Inventory of the real and personal estate of PAUL H. KLING deceased Real estaue located at 6 Lan7aster Avenue, Enola, PA PNC Checking Acccunt ~o. 5004289225 Miscellaneous household furniture 1978 Chev::clet Malibu 1981 Chevrolet E1 Camino 82,850 20¢ 2O0 O0 O0 O0 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND being duly .~-//~o.x~ according fo law. deposes and says that he /-f 7~/~.~' ~c. ~o,-' of ~he Estate of ~/ ~ ~ late of ~ _ ~q~f'~ _~/~ , Cumberland County,-- Pa., deceased and that the within is an inventory made by ~'c~'~ ~. ~/'~ _ , ~he said ~./o~ of the entire estate of sa~d decedent, consisHng of all ~he personal property and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of +he Inventory represent it's fair value as of the date of decedenf's death. and subscribed before me, RICHARD A. 92 Front Street West F~irvi~_w.. PA 17025 Address Date of Death 4th October 2003 Day Month Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thlrfy days of discovery of additional assets. 3. Addiflonal sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. , O Z 0 ~ c d 0 0 Inventory of the real and personal estate of PAUL H. KLING deceased 2. 3. 4. 5. Real estate located at 6 Lancaster Avenue, Enola, PA PNC Checking Account No. 5004289238 Miscellaneous household furniture 1978 Chevrolet Malibu 1981 Chevrolet E1 Camino ~82,850 .00 $ 152 97 1,000 00 200 00 200 00 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU QF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003540 BAKER DIANE S 27 SOUTH ARLENE ST. P.O. BOX 6443 HARRISBURG, PA 17112-0443 ESTATE INFORMATION: SSN: 189-18-5475 FILE NUMBER: 2103-0937 DECEDENT NAME: KLING PAUL H DATE OF PAYMENT: 02/06/2004 POSTMARK DATE: 02/05/2004 COUNTY: CUM BERLAN D DATE OF DEATH: 10/04/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $243.96 REMARKS: CHECK# 1014 SEAL TOTAL AMOUNT PAID' $243.96 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS .liURE~U OF INDIVIDUAL TAXES ~ INHERITANCE lAX DIVISION DEPT. 280&01 HARRISBURG, PA 17128-0&01 DIANE S BAKER ESQ 27 S ARLENE ST PO BOX 6~3 HBG PA 17112 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX .~ ~ ;_ !: DATE ~:~ h '., E~TATE OF DATE OF DEATH FILE NUMBER '04 MAR 19 f~Pto.~ErY ACN 03-22-2004 KLING 10-04-2005 21 03-0957 CUMBERLAND 101 Amount Remitted PAUL H MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP C01-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KLING PAUL H FILE NO. 21 03-0937 ACN 101 DATE 03-22-2004 TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON= ORIGINAL RETURN 1. Real Estate CS~hedule A) 2. Stocks and Bonds CSchedule B) $. Closely Held Stock/Partnership Interest (Schedule C) CS) 4. Mortgages/Notes Receivable CSchedule D) 5. Cash/Bank Deposits/Misc. Personal Property CSchedule 6. Jointly Owned Property CSchedule F) 7. Transfers CSchedule G) C7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS= 9. Funeral Expenses/Adm. Costs/M/sc. Expenses CSchedule H) 10. Debts/Mortgage Liabilities/Liens CSchedule I) CIO) 11. Total Deductions 12. Net Value of Tax Return 13. 14. NOTE: reflect figures that include the ASSESSMENT OF TAX: 15. Amount of L/ne 1~ at Spousal rate 16. Amount of L/ne 1~ taxable at Lineal/Class A rate 17. Amount of L/ne [~ at Sibling rate 18. Amount of L/ne 1~ taxable at Collateral/Class B rate 19. Pr/nc/pal Tax Due TAX CREDITS= PAYMENT I RECEIPT DATE NUMBER 01-05-2004 CD003410 02-05-2004 CD003540 82~580.00 .00 .00 .00 1 t 552.97 .00 .00 C8) 7,707.35 1 · 274.16 Cll) C12) NOTE: To insure proper credit to your account, submit the upper port/on of this form with your tax payment. 84,152.97 B.gRI .~1 75,151.46 Charitable/Governmental Bequests; Non-elected 9115 Trusts CSchedule J) C1S) Net Value of Estate Subject to Tax (14) If an assessment was issued previously, lines 14, 15 end/or 16, 17, PAYMENT MUST BE MADE BY 07-04-2004.. .00 75,151.46 18 and 19 w111 IF PAID AFTER DATE IHDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. iota! of ALL returns assessed to date. c~5) .00 x O0 = .00 C16) 75,151.~& X 045 = 3,381.81 crT) .00 x 12 = .00 (~a) .00 x 15 = .00 c19)= 3,381.81 AMOUNT PAID 137.85 .00 137.85 DISCOUNT C+) INTEREST/PEN PAID C-) .00 .00 $,000.00 243.96 C IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR)~ YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE RE-V-1470 EX (6-88)  INHERITANCE TAX COMMONVVEALTH OF PENNSYLVANIA EXPLANATION DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURGI PA 17128-0601 DECEDENTS NAME~H~- nA~ ~ FILE NUMBER ,--,,~,.,,r~u- H 2103-0937 REVIEWED BY ACN Kathryn Harbilas 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES The value of the estate has been adjusted as the result of the correction of an error in arithmetic. ROW Page 1 BUREAU OF INDIVIDUAL TAXES ZNHERITAHCE TAX D*rVTs'roN DEPT. Z80601 HARRISBURG, PA 171Z&-0601 CONHONNEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE ZNHERZTANCE TAX STATEHENT OF ACCOUNT *04 ~Pi~ 26 DIANE S BAKER ESQ 27 S ARLENE ST PO BOX 6443 HB6 PA 171~!'; RE¥-lGn? EX AFP "DATE 04-12-2004 ' ESTATE OF KLIN6 PAUL H DATE OF DEATH 10-04-2003 FILE NUHBER Z1 03-0937 ~! :~OUNTY CUHSERLAND ACN 101 Aeoun~ Remi~ed MAKE CHECK PAYABL£ AND REMIT PAYH£NT TO: REGISTER OF HILLS CUH]}ERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit: ~o your account, submi~ ~he upper por~:ion of ~chis form wJ~h your ~ax payment. CUT ALONG TH'rS L'rNE I~* RETAIN LONER PORT'rON FOR YOUR RECORDS REV-1607 EX AFP (01-03) ### 'rNHER'rTANCE TAX STATEHENT OF ACCOUNT ESTATE OF KLING PAUL H FILE NO. 21 03-0937 ACH 101 DATE 04-12-2004 THIS STATEHENT ZS PROVZDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN TN THE NANED ESTATE. SHO#N BELO# TS A SUHHARY OF THE PRZNCZPAL TAX DUE, APPLZCAT'rON OF ALL PAYHENTS., THE CURRENT BALANCE., AND, ZF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 03-22-2004 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYHENTS (TAX CREDITS): 3,381.81 PAYNENT DATE 01-04-2004 02-05-2004 RECEIPT NUHBER CD003410 CD003540 DISCOUNT (+) INTEREST/PEN PAID (-) 157.89 .0O AHOUNT PAID 3,000.00 243.96 IF PAID AFTER THIS DATE, SEE REVERSE S~DE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE ZS LESS THAN $1, NO PAYNENT 15 REQUIRED. ZF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), TOTAL TAX CRED'rT 3,401.85 BALANCE OF TAX DUE ZO.O4CR INTEREST AND PEN. .00 TOTAL DUE ZO.O4CR YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THTS FORN FOR TNSTRUCTZONS. ) PAYHENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed an the reverse side. -- Zf RESIDENT DECEDENT make check or money order payable to: REGISTER OF NZLLS, AGENT. -- Zf NON-RESIDENT DECEDENT make check or money order payable to: COHHON#EALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may ba requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications are available at the Office of the Register of Wills, any of the Z3 Revenue District Offices or from the Department's Z~-hour ansaering service for fores ordering: 1-800-56Z-ZOSO; services for taxpayers eith special hearing and / or speaking needs: l-SO0-q~7-$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. Z80601, Harrisburg, PA 171Z8-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the dacadent's death, a five percent (SI) discount of the tax paid is allowed. PENALTY: The 15X 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 from the date of death, to the date of payment. Taxes which became daIinquent before January l, 1982 bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .gOO16q. All taxes which became delinquent on and after January 1, 1982 eilZ bear interest at a rate which wi1! vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOq ara: Interest Daily Interest Daily Interest Year Rate Factor Year Rate Factor Year Rate 198Z lOX .0005~8 1988-1991 llZ .00050! ZOO1 9Z 1983 162 .000q$8 1992 9Z .O00Z~7 200Z 62 198~ 112 .000301 1993-199q 7Z .O0019Z 2003 5Z 1985 15Z .000556 1995-1998 92 .0002~7 200~ ~Z 1986 lOZ .OOOZ7q 1999 7Z .OOOlgZ 1987 9Z .OOOZq7 ZOOO 8Z .000219 Daily Factor .O00Zq7 .00016q .000137 .O001lO --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELTNQUENT X DAILY TNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date sheen on the Notice, additional interest must be calcuIated. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Paul H. Kling Date of Death: October 4, 2003 Will No. 2003-00937 Admit. No. 21-03-0937 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: State whetter administration of the estate is comple%e: 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 Orphans' C~urt 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 Cerk of the Orphans' Court and may be a~~ed to/~his report. Date: ~'/{J~ ~ ~//'' ) ~~~/~//~ ~" ' ~-----//~ ~J~n a~ u r e Diane S. Baker, Esquire Name (Please type or print) 27 S. Arlene St., P.O. Box 6443 Address Harrisburg, PA (717) 671-9600 Tel. No. 17112-0443 Cdpacit~: __Personal Representative ( PL~H: rm£/AM3) x Counsel for personal representative RW-27 BUREAU OF TNDZVZDUAL TAXES /NHERZTANCE TAX DZVTSZON DEPT. 28060]. HARR'rSBuRG, PA 171Z8-0601 COHHONgEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE ZNHERZTANGE TAX STATEHENT OF AGCOUNT REV-1607 EX &FP DIANE S BAKER ESQ 27 S ARLENE ST PO BOX HBG PA 17112 DATE 05-17-Z00~ ESTATE OF KLING DATE OF DEATH 10-0~-Z005 FXLE NUHBER 21 0:3-0937 COUNTY CUHBER LAND ACN 101 I Aeoun~ Remi~ed PAUL H HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF HILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credi~ ~o your account, subei~ ~he upper portion of ~his form wi~:h your ~ax payment. CUT ALONG THIS LINE ~ RETA'rN LONER PORTION FOR YOUR RECORDS *-~ REV-1607 EX AFP (01-03) ~M INHERITANCE TAX STATEHENT OF ACCOUNT ESTATE OF KLING PAUL H FILE NO. 21 05-0957 ACN 101 DATE 05-17-200~ THIS STATENENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAHED ESTATE. SHO#N BELON ZSA SUNHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYNENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE, A PROJECTED INTEREST FZ{}URE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 05-15-200~ PRINCIPAL TAX DUE: ......................................................................................................................................................................................................................... PAYHENTS (TAX CREDITS): 3,381.81 PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAID DATE NUNBER INTEREST/PEN PAID (-) 157.89 01-0~-200~ OZ-O5-ZO0~ 05-05-Z00~ CD005~10 CD0055~0 REFUND .00 .00 ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT" {CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. ) 3,000.00 Z~$.96 ZO.O~- TOTAL TAX CREDIT 3,381.81 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 PAYMENT: Detach the top portion of thls Notice and submit with your payment made payable to the name and address printed on the reverse side. -- Zf RESIDENT DECEDENT make check or money order payable to: REGTSTER OF NTLLS, AGENT. -- If NON-RESIDENT DECEDENT make check ar money order payable to: COMMONNEALTH OF PENNSYLVANTA. REFUND (CR): A refund of a tax credit, which ams not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications ara available at the Office of the Register of Hills, any of the 23 Revenue District Offices or free the Oepartment"s gq-hour ansmerlng service for fores ordering: 1-SOO-$sg-goso; services for taxpayers Nith special hearlng and / or speaking needs: 1-SOO-qqT-3OgO (TT only). REPLY TO: Questions regarding errors contained on thls notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 171g8-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three ($) calendar months after tho decedant's death, a flva percent (SZ) discount of the tax paid is allowed. PENALTY: The 151 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 and of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and Dna fi) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198g bear interest at the rate of six (61) percent par annum calculated at a daily rata of .O0016q. All 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 gooq ara: Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year 1981 2OZ .0005q8 1988-1991 XIZ .00030! ZOO1 1983 161 .000q38 1991 9Z .OOOZq7 ZOOZ 198q iIZ .000301 1993-199q 7Z .000192 2003 1985 13Z .000356 1995-1998 92 .0002q7 ZOOq 1986 IOZ .O00Z7q 1999 7Z .OOO19Z 1987 92 .0002q7 2000 8Z .000219 Interest Daily Rate Factor 92 .O00Zq7 61 .00016& 52 .000137 qZ .000110 --Interest is calculated as follows: XNTEREST = BALANCE OF TAX UNPAXD X NUNBBR OF DAYS DELTNQUENT X DAZLY ZNTEREST FACTOR --Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. XF payment is made after the interest computation date sheen on the Notice, additional interest must be calculated.