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Home My WebLink About03-0583 Register of Wills of Cumberland PETITION FOR GRANT OF Estate of Sara B. Vonhauser also known as , Deceased County, Pennsylvania LETTERS No. o 1-0 3eanette F. Vonhauser Petitioner(s), who is/are 18 years of age or older, apply(ies) for: Social Security No. 180-05-9282 (COMPLETE 'A' or 'B' BELOW:) A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut rix the Decedent, dated 0-5/10/2001 and codicil(s) dated None named in the last Will of 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: B. Grant of Letters of Administration (c.ta.; d.b.n.c.ta; 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: Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last family or principal residence at 208 Senate Avenue, Apt. Decedent, then 84 years of age, died 06/'19/2003 Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in PA) Personal property in Pennsylvania (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania 218, East Pennsboro Twp. , Camp Hill, (list street, number, and municipality) at Holy Spirit Hospital, Camp Hill, (Location) PA 17011 PA $ 200,000.00 $ $ $ situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersi~lned: I Signature Typed or printed name and residence ?/. ~,/~'-"~'~'~ /.7-z/~, Jeanette F. Vonhauser ~-,,,~,.. ._ .~ .... 4 Hickory Place, Camp Hill, PA 17011 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, inc. Form RW-1 (1991) 21-03-583 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. Sworn to or affirmed and subscribed before me this/o~ c~. day of ~:O-~t h e Register' J~f~ F. Vonhau~er ' No. 21-03-583 Estate of Sara B. Vonhauser Deceased Social Security No: 180- 05- 9282 Date of Death: 06/19/2003 AND NOW, JULY 21. , 2003 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [] Testamentary ~ Of Administration (c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) are hereby granted to Jeanette F. Vonhauser Short Certificate(s) .... 7 in the above estate and that the instrument(s) dated 05/10/2001 ' described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........... * 270.00 .l~m~/..~ W~. (~ j ,,~,., .~./~.. · /Register of W/tis ' $ 21.00 Renunciation ........ $ Attorney: James D. Bo~;ar Affidavits ( ) .... $ I.D. No: PA 19475 Extra Pages ( 2 ) .... $ 6.00 Address: One West Main Street Shiremanstown, PA 17011 Telephone: 717/737-8761 Codicil ........... $ JCP Fee .......... $ Inventory .......... $ Other ........... $ 10.00 MAILED LETTERS TO ATTORNEY ON JULY 21, 2003 TOTAL ......... $ 307.00 FILED JULY 21, 2003 Prepared by the Penn~lvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) Register of Wills of Cumberland County, Pennsylvania OATH OF SUBSCRIBING WITNESS Estate of Sara B. Vonhauser No. 21-03-583 also known as , Deceased James D. Bo~ar, Esquire Carol A. Bo~ar (each) a subscribing witness to the ~ codicil(s) [] will(s) presented herewith, (each) being duly qualified according to law depose(s) and say(s) that she/he/they was/were present and saw the above Testator(rix) sign the same and that she/he/they signed as a witness at the request of Testator(rix) in his/her/their presence and ~ in the presence of each other C~3 in the presence of the other subscribing witness(es). (Address) (Signature) Carol A. Bogar L/ One West Main Street Shiremanstown, PA 17011 (Address) Sworn to or affirmed and subscribed before me this Notary Public My Commission Expires: (Signature and seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's commission.) , ~oog _ · ~1 ' IIOT~J~L~L I NOTE: To be taken by officer authorized to administer oaths. Please have present the original or copy of instrument(s) at time of notarization. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form #RW-2 0991) :4is 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. Fee for this certificate, $2.00 P 9267214 ...... .,..,,,- JUN 2 $ 7.003 ~-'..'_~cr~ ~ ,,~ Local Registrar Date u!ev ~Js7 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH !; Sara B. Vonhauser ]:E~e l:~c'^t sEc~R''Y NU~'"ER ~'6e ..... . ..... I uu~R,vm /u.o.a,om , OmeoFO,aT- ' ~'f male ~. 180 ~5 --9282 ~ '".l .... J U : '"19 18-~8 lHarr~sburg,Pa~ ~, ~ Cumberland · Pennsboro . ~/ ~ // / ~:~9,:I=:~,~' ,,v ~,~ -- ' uc~uENT'S EDUCAT ~ M~fT* .10. White ~.. ~ec~eta~v I ~.,.,~[c / ~.,~ ~ /~,.;~,~o~,; ~ 'c~~' I ~'~';;:~' I Z~~ bib. weiiare It2. ' ...... /-~ co-,2) I 0 4~,) I wloowe~-" ~:~ ~ ~ P~". Vonhauser ~'~{0~4"? ~ ~oo "gs~,~ ~ 5,~,~z~ ~ ~HOD~mS~SlTDN - I~ HlcKory Place Caren Hill D= ~ ~ ~..-~ ~ ...... ~. ..... ,,o~.,..~ I~i%~;?~V'°" i:~,.~..,o...--~ ..... ~.~ ...... j ,.~,~.-~J~ ' I,,~ ne z~, zu03 ~,~lling Green Mem. ParkJ~amp Hill, Pa. ~,.. S~NATURE ~ F E~L SER~CE NSE R~ ACTI~ AS S~H LICENSE NUMBER NAM A ,ome, i ' : · t~d;?tt:::.iniur~sorc~plzal~nswhche~,~l~e~alh ~le,ler heaving s chasca dlac~re~alo~a resl. s~o~hea~lafl ¢ I~ . g Moni~ Day. Year) IY AT wORK? DE~CRIEIE HOW INJURY OCCURRED. [] JPLACE OFl~y. Al ~me larm. see. fa~. o~e J3~. NAME AND ADORE SS OF PERSON WHO COMPLE~rE D CAUSE OF DEATH 21-03=-583 21-03-583 I,AST WILL AND TESTAMENT OF ~;~1~ B. VONI'I~U~ER I, SARA B. VONHAUSER, of Camp Hill, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, as follows: (A) One-third (1/3) thereof to my son, JAMES R. VONHAUSER, provided, however, that should he predecease me, then in equal shares to my daughter, JOAN E. VONHAUSER and my daughter-in-law, JEANETTE F. VONHAUSER. (B) One-third (1/3) thereof to my daughter, JOAN E. VONHAUSER, provided, however, that should she predecease me, then in equal shares to my son, JAMES R. VONHAUSER and my daughter-in- law, JEANETTE F. VONHAUSER. (C) One-third (1/3) thereof to my daughter-in-law, JEANETTE F. VONHAUSER, provided, however, that should she predecease me, then in equal shares to my son, JAMES R. VONHAUSER and my daughter, JOAN E. VONHAUSER. SECOND: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. ?HIRD: I direct that all inheritance, estate, trans- fer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect 2 to property passing under this Will, shall be paid out of the principal of my residuary estate. FOURTH: All interests hereunder, whether principal or income, which are undistributed and in the possession of the fiduciaries acting hereunder, even though vested or distribut- able, shall not be subject to attachment, execution or sequestra- tion for any debt, contract, obligation or liability of any beneficiary, and furthermore, shall not be subject to pledge, assignment, conveyance or anticipation. FIF?H: I nominate and appoint JEANETTE F. VONHAUSER, Executrix of this, my Last Will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said JEANETTE F. VONHAUSER, I nominate and appoint JAMES R. VONHAUSER and JOAN E. VONHAUSER, Co-Executors of this, my Last Will and Testament. I direct that my Executrix or Executor, as the case may be, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this {~L¥~day of ~ , 2001. SARA B. VONHAUSER Signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Address Address OF SARA B. VONHAUSER '03 JAMES D. BOGAR ATTORNEY AT LAW ONe WEST MAIN ST~REET SHIREMANSTOWN, PENNSYLVANIA 17011 CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Sara B. Vonhauser Date of Death: June 19, 2003 Will No. 21-03-0583 Admin. No. To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on July 24, 2003: Name Address James R. Vonhauser Joan E. Vonhauser Jeanette F. Vonhauser 4 Hickory Place Camp Hill, PA 17011 25 Pheasant Street Mechanicsburg, PA 17050 4 Hickory Place Camp Hill, PA 17011 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: 7/24/2003 Capacity: Shiremanstown, PA 17011 (717) 737-8761 Personal Representative X Counsel for Personal Representat ire JAMES D. BOGAR JENNIFER B. HIPP* *Also admitted to New Jersey Bar JAMES D. B OG^R ATTORNEY AT LAW ONE WEST MAIN STREET SHIREMANSTOWN, PENNSYLVANIA 17011 e-mail mail@bogarlaw.com September 17, 2003 TELEPHONE (717) 737-8761 FACSIMILE (717) 737-2086 Direct e-mail Jbogar~bogarlaw.com VIA HAND DELIVERY Donna Otto Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 RE: The Estate of Sara B. Vonhauser No. 21-03-0583 Date of Death: June 19, 2003 Dear Ms. Otto: I represent the Estate of Sara B. Vonhauser. Enclosed is a check made payable to the Register of Wills in the amount of $9,127.12, same constituting a prepayment at discount on account of Pennsylvania inheritance taxes in the above-captioned estate. The prepayment is determined as follows: $213,500.00 multiplied by 4.5% or $9,607.50, less discount in the amount of 5% or $480.38, resulting in payment of $9,127.12. Please provide me with the appropriate receipt in this matter. Your time and consideration in this matter are greatly appreciated. V~]~r~yours, JAMES .- · ~AR JDB/blw Enclosure cc: Jeanette F. Vonhauser, Executrix 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 003023 BOGAR JAMES D ESQUIRE 1 W MAIN STREET SHIREMANSTOWN, PA 17011 ........ fold ESTATE INFORMATION: SSN: 180-05-9282 FILE NUMBER: 2103-0583 DECEDENT NAME: VONHAUSER SARA B DATE OF PAYMENT: 09/17/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 06/1 9/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $9,127.12 REMARKS: TOTAL AMOUNT PAID: JEANETTE F VONHAUSER C/O JAMES D BOGAR ESQUIRE t~9,127.12 SEAL CHECK# 501 INITIALS: DO RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS REV- 1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT, 28O6O1 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21-03-0583 COUNTY CODE YEAR NUMBER cAPB HpRL EpIO c~AC v~TK "'ES DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Co. R 5. E C A 6. P I T U 7. L A T 8. O 9. N 10. 14. C O M T I O N Vonhauser Sara B. DATE OF DEATH (MM-OD-YEAR) J DATE OF BIRTH (MM-OD-YEAR) 06/19/2003 I SOCIAL SECURITY NUMBER 180-05-9282 09/18/1918 (IF APPLICABLE) SURVIV{NG SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INLY[AL) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 1. original Return 2. Supplemental Return 4. Limited Estate 4a. Future Interest Compromise (date of death after 12-12-82) 6, Decedent Died Testate ?, Decedent Maintained a Living Trust (Attach copy of Will) (Attach copy of Trust) r--'] 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death between 12-31-91 and 1 - 1-95) NAME SOCIAL SECURITY NUMBER James D. Bo~ar Esquire FI RM NAME (If Applicable) (date of death 3. Remainder Return prior to 1Z-13-82) ,~. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch O) OFFICIAL USE ONLY TELEPHONE NUMBER 717./737- 8761 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or (3) Sole-Proprietorship Mortgages & Notes Receivable (Schedule D) (4) Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) Jointly Owned Property (Schedule F) (6) ~ Separate Billing Requested Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) Total Gross Assets (total Lines 1-7) Funeral Expenses & Administrative Costs (Schedule H) (9} Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) Total Deductions (total Lines 9 & 10) Net Value of Estate (Line 8 minus Line 11) COMPLETE MAILING ADDRESS One West Main Street Shiremanstown, PA 17011 None N~., NSne 222,489'~!32 16,480.65 58.49 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) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(aX1.2) X .0 0 16. Amount of Line 14 taxable at lineal rate 205,950.18 X .0 45 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 19. Tax Due 222,489.32 16,539.14 (8) (11) (12) (13). 205,950.18 (14) (15) (16) (17) (18) (19) 205,950.18 0.00 9,267.76 0.00 0.00 9,267.76 Copyright (c) 2OOO form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STR~- ~ ADDRESS 208 Senate Avenue, Apt. 218 CITY Camp Hill Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 0.00 9,127.12 463.39 STATE ZIP PA 17011 (1) 9,267.76 Total Credits ( A + B + C ) (2) 9,590.51 3. Interest/Penalty 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) 322.75 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 A. Enter the interest on the tax due. (SA) 0.00 B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the proper~ transferred; ......................... r'~ 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? ................................ C'-] ~'] 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 RETURN Jeanette F. Vonhauser DATE Camp Hill, PA 170ii--- ......................... i~.~ ~o~ oq RE OFPREPARER OTHERTHAN REPRESENTATIVE James D Bogar Esquire DATE One Wes~ Main Street ,. For dates of d'e'a't~ '~7-~;r July'il i'~94'an~ ~efore' ~J~nu;~y' il i'99~[ the iax r~te' i~os;d 0~ ihe ~et'~;iue'(~f t;ar;~fe;S ~o' o; 'f0r'tiie'use' of the ' ' surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 P.S. 9116(aX1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyright (c) 20OO form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) REV-1508 EX + (1-g7) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER Sara B. Vonhauser SSf/ 180-05-9282 06/19/2003 21-03-0583 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 Sche4ule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 2 3 4 7 8 9 10 11 12 13 Comcast Cable - Refund Conseco Refund Long Term Care Insurance Erie Insurance Company - Refund of Renter's Insurance Fulton Bank - Checking Account No. 3621-94187, date of death balance $51,831.43, accrued interest $0.00. M&T Bank - Checking Account No. 23533285, date of death value $2,657.06, accrued interest $0.49 M&T Bank - Checking Account No. 950262637, date of death value $55,801.29, accrued interest $11.66 Meals on Wheels - Refund NI~P Management, Inc. Susquehanna View Refund of Security Deposit Patriot News Co. Refund PNC Bank, N.A. - Savings Account No. 5003551265, date of death balance $49,304.59, accrued interest $7.21 State Employees' Retirement System - June Retirement Benefit Waypoint Bank - Checking Account No. 1003013405, date of death value $61,195.81, accrued interest $6.37 Contents of home and personal property - Sold at Public Sale TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) 9.56 99.00 34.00 51,831.43 2,657.55 55,812.95 31.85 273.00 6.40 49,311.80 449.50 61,202.18 770.10 222,489.32 Copyright (c) 1996 form software only CPSystems, Inc. Form REV-I$08 EX (Rev. 1-97) FUlton Bank CAPITAL DIVISION · LANCASTER/CHESTER DIVISION DROVERS BANK DIVISION · GREAT VALLEY DIVISION (717)291-2437 August 1, 2003 James D. Bogar One West Main Street Shiremanstown, Pennsylvania 17011 Dear Mr. Bogar: RE: Sara B. Von.hauser, deceased June 19, 2003 In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following accounts were open at the date of death: Checking # 3621-94187, open 11/14/2002, balance $$1,831.43. Jeanette F. Vorahauser as Power of Attorney. If you should have any further questions, please do not hesitate to contact me. Very truly yours, Karen D. Hillegas Credit Inquiry Processor P O Box 4887 Lancaster, PA 17604 www.fultonbank.com 1-800-FULTON-4 MaT August 5, 2003 James D. Bogar Attorney At Law One West Main Street Shiremanstown, PA 17011 499 Mitchell Street, Millsboro, DE 19966 Estate of Sara Vonhauser Date of Death: June 19, 2003 Social Security Number: 180-05-9282 Dear Mr. Bogar: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. Account Type ........................... Checking Account Account Number. ...................... 23533285 Ownership (Names of) .............. Sara Vonhauser Opening Date ........................... 12 / 21 / 90 {account closed 07/25 / 03) Balance on Date of Deatt% ......... $2,657.06 Accrued Interest $ 0.49 Total ...................................... $2,657.55 2. Account Type ........................... Checking Account Account Number. ...................... 950262637 Ownership (Names of) .............. Sara Vonhauser Opening Date ........................... 03/14/00 (account closed 07/25/03) Balance on Date of Death_ ......... $55,801.29 Accrued Interest $ 11.66 Total. ...................................... $55,812.95 Sincerely, Charlene Warr/ngton, Assoc//tte I (309.) 934-9~79.9. PN CBAN( August 25,2003 lames D. Bogar One West Main Street Shiremans~own, PA 17011 Estate of Sara B. Vonhauser, deceased SSN: 180-05-9282 DOD: 6/19/203 Dear Mr. Bogar: In response to your request for Date of Death balances for the customer noted above, our records show the following: Savings Account Account #5003551265 SARA B VONHAUSER DOD balance: $49,304.$9 + $7.21 accrued interest Established 06/28/2001 Please note that this office only provides date of death balances for deposit accounts (IR.~, CDs, Checking and Savings accounts). We do aot process any financial transactions or provide st,,tements. If you need assistance with any of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sinc~ely, l~chelle Wells 1-800-762-1775 PT-PFSC.04-F $00 first Ave. Pi~burgh PA 15219 Member FDIC MAR-85-8004 16:19 FROM:WAYPOINT 7179097481 T0:717 7~7 8086 LOOK FOR US. WE'LL GLeT YOU THERE. 3/5/2004 JAME~S D BOGAR 1 W MAIN ST SHIRF. MANSTOWN PA 17011 The in~brmation wlfich you requested on the accotmt(s) of SARA B VONHAUSER (Social Securi~ Number 180-05-9282) is/are as follows: Account Number 1003013405 Class of Account CHECKING D~e Opened ! ! 1099 PrincipalOatance 61195.81 Accrued Interest 6.37 Balance a~Date of 61202.11t Death Accouat Ownership SOLE Name of Joint Owuer, if any Date Ownership 111099 W:x, Established Accom]t Number Class of Account D~e Opened Principal Balance Accrued Interest Balunce at Date of Death Account Ownership Narlle of Joi~lt Owner, if any Date Ownership Was Eseablished Additional Infi}rmation Requested SENIOR SER, VICES REP. RO, Box 1711. H,mRISeURa. P~NNSYI,~IA 17105-1711 Toil F~ I-8~;(3-WAYPOINT (I.866.9;~9.7546). IN YORK AnC~A 717/85-4500 · www.wagpolntbank.com EV- 1511 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ~STATE OF Sara B. Vonhauser SS~/ SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS 180-05-9282 06/19/2003 FILENUMBER 21-03-0583 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A. 3 4 FUNERALEXPENSES: Fern Wilson - Caterer, Funeral Luncheon Musselman's Funeral Home - Funeral The Bricker House - Funeral Luncheon ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Jeanette F. Vonhauser Social Security Number(s) / EIN Number of Personal Representative(s) Street Address 4 Hickory Place City Camp Hill State PA 208-42-5719 Zip 17011 Year(s) Commission Paid: Attorney's Fees James D. Bogar Esquire Family Exemption: (If decedent's address is not the same as claimant's, aRach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Register of Wills Accountant's Fees Tax Return Preparer's Fees OtherAdminist~tiveCosts Glades Auction Co. Commission on Sale of Personal Property RESERVES: Costs to conclude administration of Estate including filing fee for PA Inheritance Tax Return, Inventory and First & Final Account; preparation of Personal and Fiduciary Income Tax Returns State Employees' Retirement System Reimbursement of Overpayment Verizon - Final Bill TOTAL (Also enter on line 9, Recapitulation) AMOUNT 490.00 145.99 233.95 9,675.00 4,375.00 307.00 231.03 850.00 164.82 7.86 $ 16,480.65 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software o.ly CPSystems, Inc. Form REV- 1511 EX (Rev. 1-97) REV- 151:> EX * (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sara B. Vonhauser SS~/ SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS 06/19/2003 Includ~ ITEM NUMBER 180-05-9282 unreimbursed medical expenses. DESCRIPTION Retina & Oculoplastics Consultants - Eye Doctor Bill-Final FILE NUMBER TOTAL (Also enter on line 10, Recapitulation) 21-03-0583 AMOUNT 58.49 58.49 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev, 1-97) REV- 1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sara B. Vonhauser SS~; 180-05-9282 NUMBER I. 3 SCHEDULE J BENEFICIARIES 06/19/2003 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.Z)] James R. Vonhauser 4 Hickory Place Camp Hill, PA 17011 Jeanette F. Vonhauser 4 Hickory Place Camp Hill, PA 17011 Joan E. Vonhauser Deceased on 7/23/2003 Payable to the Estate RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Son Daughter-in-Law Daughter FILE NUMBER 21-03 -0583 AMOUNT OR SHARE OF ESTATE One-Third (1/3) of rest, residue and remainder One-Third (1/3) of rest, residue and remainder One-Third (1/3) of rest, residue and remainder I1. ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: 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-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) $ 0.00 Copyright (c) ZO00 form software only The Lackner Group, Inc. Form REV- 1513 EX (Rev. 9-00) I AST WILL AND TESTAMENT SARA B. VONHAUSER I, SARA B. VONHAUSER, of Camp Hill, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, as follows: (A) One-third (1/3) thereof to my son, JAMES R. VONHAUSER, provided, however, that should he predecease me, then in equal shares to my daughter, JOAN E. VONHAUSER and my daughter-in-law, JEANETTE F. VONHAUSER. (B) One-third (1/3) thereof to my daughter, JOAN E. VONHAUSER, provided, however, that should she predecease me, then in equal shares to my son, JAMES R. VONHAUSER and my daughter-in- law, JEANETTE F. VONHAUSER. (C) One-third (1/3) thereof to my daughter-in-law, JEANETTE F. VONHAUSER, provided, however, that should she predecease me, then in equal shares to my son, JAMES R. VONHAUSER and my daughter, JOAN E. VONHAUSER. SECOND: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. THIRD: I direct that all inheritance, estate, trans- fer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect 2 to property passing under this Will, shall be paid out of the principal of my residuary estate. FOURTh: All interests hereunder, whether principal or income, which are undistributed and in the possession of the fiduciaries acting hereunder, even though vested or distribut- able, shall not be subject to attachment, execution or sequestra- tion for any debt, contract, obligation or liability of any beneficiary, and furthermore, shall not be subject to pledge, assignment, conveyance or anticipation. FIFT~: I nominate and appoint JEANETTE F. VONHAUSER, Executrix of this, my Last Will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said JEANETTE F. VONHAUSER, I nominate and appoint JAMES R. VONHAUSER and JOAN E. VONHAUSER, Co-Executors of this, my Last Will and Testament. I direct that my Executrix or Executor, as the case may be, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this i >~day of ~%~ , 2001. SARA B. VONHAUSER Signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Address Address Register of Wills of CUMBERLAND INVENTORY County, Pennsylvania Estate of Sara B. Vonhauser also known as , Deceased No. 21-03-0583 Date of Death 06/19/2003 Social Security No. 180- 05- 9282 Jeanette F. Vonhauser, 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/We verify that the statements made in this Inventory are true and correct. I/~Ve understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: I.D. No.: James D. Bo~ar Esquire 19475 Address: One West Main Street Shiremanstown, PA 17011 Telephone: 717/737-8761 Personal Representative J~-~ett~ F. Vo-nhaus~r Signature: Address: 4 Hickory Place Camp Hill, PA 17011 Telephone: 717/763-1585 Dated: Description (See continuation page(s) attached) Value (Attach additional sheets if necessary) Total: 222,489.32 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 Assoclat{on Copyright (c) 1996 form software only CPSystems, Inc. Form #Ri-7 (199Z) Estate of: Date of Death: County: INVENTORY Sara B. Vonhauser 06/19/2003 Cumberland CASH: Comcast Cable - Refund Conseco - Refund Erie Insurance Company - Refund of Renter's Insurance Fulton Bank - Checking Account No. 3621-94187, date of death balance $51,831.43, accrued interest $0.00. M&T Bank - Checking Account No. 23533285, date of death value $2,657.06, accrued interest $0.49 M&T Bank - Checking Account No. 950262637, date of death value $55,801.29, accrued interest $11.66 Meals on Wheels - Refund NIqP Management, Inc. Susquehanna View Refund of Security Deposit Patriot News Co. Refund PNC Bank, N.A. - Savings Account No. 5003551265, date of death balance $49,304.59, accrued interest $7.21 9.56 99.00 34.00 51,831.43 2,657.55 55,812.95 31.85 273.00 6.40 49,311.80 -1- State Employees' Retirement System - June Retirement Benefit Waypoint Bank - Checking Account No. 1003013405, date of death value $61,195.81, accrued interest $6.37 PERSONAL PROPERTY: Contents of home and personal property - Sold at Public Sale 449.50 61,202.18 770.10 221,719.22 770.10 TOTAL RECEIPTS OF PRINCIPAL ............... 222,489.32 -2- BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX DIVZSTON DEPT. Z8060! HARRTSDURG, PA 171ZB-O601 COMMONNEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOHANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (01-05) dAMES D BOGAR ESQ I N MAIN ST SHIREMANSTONN '04 APR 26 DATE Ofi-Z6-ZOOq ESTATE OF VONHAUSER DATE OF DEATH 06-19-2005 FILE NUMBER 21 05-0585 COUNTY CUMBERLAND ACN 101 Amount Remitted SARA B MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGTSTER OF NTLLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~'* RETAIN LONER PORTION FOR YOUR RECORDS *-~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF VONHAUSER SARA B FILE NO. 21 05-0585 ACN 101 DATE Oq-26-200q TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Reel Estate (Schedule A) (1) 2. Stocks end Bonds (Schedule B) (2) 5. Closely Held Stock/Partnership Interest (Schedule C) ($) q. Mortgages/No,es Receivable (Schedule D) (q) 5. Cash/Bank Deposits/Misc. Personal Proper*y (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ado. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule Z) (10). 11. Tote1 Deductions 12. Net Value of Tax Return 15. lq. Charitable/Governmental Bequests; Non-elected 9113 Trus*s (Schedule J) Net Value of Estate Subject to Tax O0 222~q89.52 O0 O0 O0 NOTE: To insure proper O0 credlt to your account, O0 submit the upper portion of this form with your tax payment. (8) 16,q80.65 58.q9 NOTE: ZZZ,q89.SZ (ii) (ii) Z05,950.18 (15) . O0 (1~) 205,950.18 If an assessment was issued previously, lines 14, 15 and/or 16, 17, reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 1E. Amount of Line lq at Spousal rata 16. Amount of Line lq taxable at Lineal/Class A rate 17. Amount of Line lq et Sibling rate 18. Amount of Line 1~ taxable at Collateral/Class B rate 19. Princi)al Tax Due TAX CREDITS PAYMENT RECEIPT DISCOUNT (+J DATE NUMDER INTEREST/PEN pAID (-) 09-17-Z005 CDOOSOZ5 q65.59 18 and 19 will IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. (15) .00 X O0 = .00 (16). 205,950.18 x Oq5= 9,267.76 (17) .00 X 12 = .00 (18) .00 X 15 = .00 (i9)= 9,267.76 AMOUNT PAID 9,127.12 TOTAL TAX CREDIT BALANCE OF TAX DUEJ INTEREST AND PEN. TOTAL DUE 9,590.51 5ZZ.75CR .00 5ZZ.75CR ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: PURPOSE OF NOTICE: PAYNENT: REFUND (CA): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class D (collateral) beneficiaries of the decedent after the expiration cf any estate for life or for years, the Comeoneaalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. Ta fuifitl the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (7Z P.S. Section 91q0). Detach the top portion of this Notice and submit eith your payment to the Register of Hills printed on the reverse side. --Make check or money order payable to: REGZSTER OF NZLLS, AGENT A refund of a tax credit, ehich ems not requested on the Tax Return, may be requested by completing an "AppXication for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS1:5). Applications are available at the Office of the Register of Hills, any of the Z~ Revenue District Offices, or by calling the special Iq-hour ansaering service for forms ordering: 1-800-:562-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-0`~7-:5020 (TT only). Any party in interest not satisfied aith the appraisement, allowance, or disallowance of deductions, or assessment of tax (includlng discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. Z81OZ1, Harrisburg, PA 171Z8-1OE1, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in ariting to: PA Department of Revenue, Bureau cf Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-060! Phone (717) 787-650S. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-ISOl) for an expZanation of adalnistrativeZy correctable errors. If any tax due is paid within three (5) calendar months after the decedent's death, a five percent (52) discount of the tax paid is allowed. The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same tiaa period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000160`. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate ahJch mill vary from calendar year to calendar year aith that rate announced by the PA Department of Revenue. The applicabZe interest rates for 1982 through 200q are: Interest Daily Interest Daily Year Rate Factor Year Rate Factor 1982 202 .00050`8 ~)"~8 - 1991 llZ .000301 1985 162 .0000`:58 1992 92 . O0020`7 1980` 117. .000:501 199:5-1990` 77. .000192 1985 I:SZ .000:556 1995-1998 9Z .00020,7 1986 107. .000270` 1999 72 .000192 1987 107. .000270` ZOO0 7Z .000192 --Interest is calculated as folloes: ZNTEREST = BALANCE OF TAX UNPA/D Interest Daily Year Rate Factor ~ 92 .O00Zq7 2002 62 .O0016q 200:5 52 .000157 200~ ~Z .000110 X NUNBER OF DAYS DELZNQUENT X DAZL¥ 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 shown on the Notice, additiona! interest must be calculated. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Sara B. Vonhauser Date of Death: June 19, 2003 Will No. 21-03-0583 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: State whether administration of the estate is complete: Yes xx 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 XX b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes XX 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 attached to this report Date :! ~ ' ~ 8/23/04 Esquire Name (Please type or print) One West Main St. Shiremanstown, PA 17011 Address 1717 ) 737-8761 Tel. No. Capacity: Personal Representative (MAH:rmf/AM3) X __Counsel for personal representative BUREAU OF TNDTV/DUAL TAXES /NHER[TAHCE TAX DTVI*SI~ON DEPT. Z80601 HARRI*SBURG, PA 17128-0601 COMMONllEALTH OF PENNSYLVAN'rA DEPARTMENT OF REVENUE 'tNHERZTANCE TAX STATEHENT OF ACCOUNT RE¥-I6D7 EX AFP (01-OS) JAMES D IIOGAR ESQ I W MAIN ST SHIREMANSTOWN PA 17011 DATE 05-24-2004 ESTATE OF VONHAUSER DATE OF DEATH 06-19-2005 F/LE NUMBER 21 05-0585 COUNTY CUMIIERLAND ACN 101 Aeoun't SARA MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF HILLS CUMIIERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~:o your account:, submi~ ~:he upper por~cion of ~his fore wi~h your ~ax payment:. CUT ALONG THIS LINE ~ RETAIN LOllER PORTION FOR YOUR RECORDS '~ REV-1607 EX AFP (01-03) ~ 'rNHER'tTANCE TAX STATEMENT OF ACCOUNT ~ ESTATE OF VONHAUSER SARA It F'rLE NO. 21 05-0585 ACM 101 DATE 05-24-2004 THIS STATEMENT 'rs PROV/DED TO ADV'rSE OF THE CURRENT STATUS OF THE STATED ACM IN THE NAHED ESTATE. SHO#N BELO# ZSA SUMMARY OF THE PRINCIPAL TAX DUE, APPLZCAT'rON OF ALL PAYHENTS, THE CURRENT BALANCE, AND, ZF APPL'rCABLE, A PROJECTED INTEREST F'rOURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-19-2004 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... 9,267.76 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) DATE NUMIIER INTEREST/PEN PAID 09-17-2003 05-04-2004 CDOO3OZ3 REFUND 'rF PA'rD AFTER TH'rS DATE, SEE REVERSE S'rDE FOR CALCULATION OF ADD'rT'rONAL INTEREST. { ~F TOTAL DUE 'rS LESS THAN $1, NO PAYMENT 'rS REQU'rRED. 'rF TOTAL DUE 'rS REFLECTED AS A "CRED'rT" 463.39 .00 AMOUNT pATD 9,127.12 TOTAL TAX CREDZT 9,267.76 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF TH'rS FORM FOR ZNSTRUCTZONS. PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- Zf RESIDENT DECEDENT make check or money order payable to: REGISTER OF HILLS, AGENT. -- If NON-RES[DENT DECEDENT make check or money order payable to: COMMONNEALTH OF PENNSYLVANIA. REFUND OCR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Hills, any of the 25 Revenue District Offices or from the Department's Z~-hour answering service for forms ordering: 1-BO0-$6Z-ZOSO; services for taxpayers with specie[ hearing and / or speaking needs: 1-800-qqT-50ZO (TT only). REPLY TO: Ouestions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of IndividuaI Taxes, ATTN: Post Assessment Review Unit, Dept. 18060I, Harrisburg, PA 17118-0601, phone (717) 787-6505. DZSCOUNT: [f any tax due is paid within three (5) calendar months after the decedent's death, a five percent (5Z) discount of the tax paid is allowed. PENALTY: The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 19BI bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .OOO16fi. All taxes which became delinquent on and after January 1, 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 epplJcabZe interest rates for 1981 through Z004 are: Interest Daily Interest Dally Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 ZOZ .000548 1988-1991 llZ .000501 2OOX 91 .000247 1985 16% .000458 1992 9% .000247 ZOOZ 6Z .00016~ 198~ 11% .000501 1995-1994 72 .000191 ZOO3 SX .000157 1985 132 .000356 1995-1998 92 .000247 ZOOq ~2 .000110 1986 102 .00027¢ 1999 72 .000192 1987 92 .000247 ZOO0 BZ .000219 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be caXculated.