HomeMy WebLinkAbout03-0147PETITION FOR PROBATE and GRANT OF LETTERS
Estate of ,~EAN H. HUNT No. 21-03-147
also known as To:
, Deceased.
Social Security No. t93-12-9977
The petition of the undersigned respectfully represents that:
Register of Wills for the
County of CUMBERLAND
Commonwealth of Pennsylvania
Your petitioner(s), who is/are 18 years of age or older an the executor
in the last will of the above decedent, dated 11126197
and codicil(s) dated NONE
in the
named
SEE ATTACHED
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in CUMBERLANB County, Pennsylvania, with
h er last family or principal residence at 3325 Bethany Court~ Lower Allen Township~ PA
(list street, number and municipality)
Decedent, then 82 years of age, died 12/23t02
at Bethany Villa.qe~ 325 Wesley DriveI Mechanicsbur.q~ PA
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never ajudicated
incompetent:
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 $
situated as follows:
NONE
/ //
WHEREFgR~, petitio~ds)/resp0ft~lly request(s) the probate of the ~ w~ll and codicil(s)
presented hg~e~'}tth and,~/e/g~o~t~rs TESTAMENTARY
thereon. V/~/??///// (testamentary; administration c.t.a.;'administration d.b.n.c.t.a.)
I t/vi A · w I/ wi 54 EAST MAIN STREET
' '
~ ~ MECHANICSBURG PA 17055
~ MURREL R. WALTERS, III -
190~000.00
0.00
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBEaLAHU
The petitioner(s) abo ve-narrled swear(s) or affirm(s) that the statemen/ts in the ~e i~gng p~tition are
true and correct to ~he best of ~e knowledge and belief of,pe,~itioner~/6~d thafi//a/s/15'.cr~onal represen-
tative(s) of the above decedent petitioner(s) will well and~¢~ly adrj/ml,8~r~h~,~st~/~'according to law.
Sworn to or affirmed and subscribed
before me this ~ ~'-,v day of
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY
UNTIL COMPLETION
Name of Decedent:
Date of Death:
STATUS REPORT UNDER RULE 6.12
JEAN H. HUNT
12/23/02
Estate No.:
2003-00147
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 x No
o
If the answer is No, state when the personal representative reasonably believes that the
administration will be complete
(date)
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
Bo
Co
The separate Orphans' Court No. (if any) for the personal representative's
account is: (Not Applicable in Dauphin County)
Did the personal representative state an account informally to the parties
in interest: Yes_ X No
Date:
Do
November 17z2004
Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report. ~~.d'
MURRI~. ~ R. WALTERS, III, ESQUIRE
54 East Main Street
Mechanicsburg, PA 17055
717-697-4650
Capacity:
Personal Representative
__.X Counsel for Personal Representative
No. 21-0~-147
Estate of aEAN H. HUNT
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW FEBRUARY 21 ~ 2003 , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated .1.1128197
described therein be admitted to probate and filed of record as the last will of JEAN H. HUNT
and Letters TESTAMENTARY
are hereby granted to
MURREL R. WALTERS~ III, ESQUIRE
Filed.
FEES
Probate, Letters, Etc ......... $ 235.0Q
Short Certificates ( ) ...... $ 9-00
-aes.
i~e~u~ '
6
00
laUon ............ $
JCP $ 10.00
TOTAL $ ~
· YEB2tUARY. 21,. 2003. ........
MURREL R. WALTERS, III
24849
ATTORNEY (Sup. Ct. I.D. No.)
54 EAST MAIN STREET
MECHANICSBURG PA '17055
ADDRESS
7'17-697-4650
PHONE
The Executor appointed in the Will is PNC Bank, N.A. PNC Bank has renounced its right
to act as Executor in favor of Murrel R. Walters III. The three children of the decedent are
James M. Hunt, Judith L. Rush and Susan Hunt Chones. All of the children have similarly
renounced their right to act as Executors in favor of Murrel R. Walters III. This is a request
for Letters of Administration CTA.
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
W'dl No.
To the Register:
Jean M. Hunt
December 23, 2002
Admin. No. 21-03-0147
I certify that notice of (beneficial interest) 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 February 21, 2003.
Name Address
Judith L. Rush
624 N. Stratford Road, Winston-Salem, NC 27104
Susan Hunt Chones
703 Harness Creek View Dr., Annapolis, MD 21403
James M. Hunt 17400 Aquasco Road, Brandywine, MD 20613
/
Notice has now been given to all persons entitled there~ under; Rule 5.6~except:
A
None
Date: 3/26/03
Murrel R. Walters, III, Esquire
54 East Main Street
Mechanicsburg, PA 17055
(717) 697-4650
Capacity: X Personal Representative
Counsel for personal representative
RENUNCIATION
In Re Estate of JEAN H. HUNT, deceased.
To the Register of Wills of Cumberland County, Pennsylvania
The undersigned, SUSAN HUNT CHON-ES, Daughter, of the above Decedent, hereby
renounces the right to administer the estate and respectfully requests that Letters of Administration
C.T.A. be issued to Murrel R~ Walters, III, Esquire.
WITNESS my hand this ~ [ day of
Susan Hunt Chones
703 Harness Creek View Drive
Annapolis, MD 21403
STATE OF ~¥~} ~
COUNTY OF ~ ~i')v~x- t'~ £~,, d ~.- .ss:
AND NOW, this c) ( day of 'x~/6 *1 ~ 5 ~f . ,2003, before me, the undersigned
off~cer, personally appeared SUSAN HUNT CHONES, known to me (or satisfactorily proven) to be
the person whose name is subscribed to the instrument, and acknowledged that she executed same for
the purposes therein contained·
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
Notary Public
My Comm. Exps.
December ~. 90n~'
RENUNCIATION
In Re Estate of JEAN H. HUNT, deceased.
To the Register of Wills of Cumberland County, PennsylvaniaD
The undersigned, JAMES M. HUNT,~;fthe above Decedent, hereby renounces
the right to administer the estate and respectfully requests that Letters of Administration C.T.A. be
issued to Murrel R. Walters, III, Esquire.
WITNESS mY hand this ~'~ ~-~day of ~//~.~~ ,2003.
James M. Hunt
17400 Aquasco Road
Brandywine, MD 20613
STATE OF ~.JkCkx'~k~ ~e~,...c.~ .
SS~
COUNTY OF "~ ,,x ~ ~ ~'~ ~ ·
AND NOW, this ~4)~c( day of '~v~"fiv~c~ ,2003, before me, the undersigned
officer, personally appeared JAMES M. HUNT, known to me (or satisfactorily proven) to be the
person whose name is subscribed to the instrument, and acknowledged that he executed same for the
purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
- ~ Notary Public
RENUNCIATION
In Re Estate of JEAN H. HUNT, deceased.
To the Register of Wills of Cumberland County, Pennsylvania
The undersigned, JUDITH L. RUSH, Daughter, of the above Decedent, hereby renounces
the right to administer the estate and respectfully requests that Letters of Administration C.T.A. be
issued to Murrel R. Walters, III, Esquire.
WITNESS my hand this '~ x day of .~ o~,~.~_~, 2003.
Judith L. Rush
624 N. Stratford Road
Winston-Salem, NC 27104
COUNTY OF ·
AND NOW, this o9/~y day of .y2,/v~,~/z,/ ,2003, before me, the undersigned
officer, personally appeared JUDITH L. RUSH, known to me (or satisfactorily proven) to be the
persons whose name is subscribed to the instrument, and acknowledged that she executed same for
the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
Notary Public
RENUNCIATION
In Re Estate of JEAN II. HUNT, deceased.
To the Register of Wills of Cumberland County, Pennsylvania
The undersigned, PNC BANK, N.A., Executor, of the above decedent, hereby renounces the
right to administer the estate and respectfully requests that Letters of Administration C.T.A. be issued
to Murrel R. Walters, III, Esquire.
WITNESS my hand this ~.'~VO~lay of ~'ck.~tx$~.~ ,2003.
PNC BANK, N.A.
Estate Administrator, ~&%w-
P.O. Box 308
Camp Hill, PA 17001-0308
COMMONWEALTH OF PENNSYLVANIA ·
7' ss:
AND NOW, this .c~:/'~ay of~g~/x~ ~.,/ , 2003, before me, the undersigned
officer, personally appeared LINDA LUNDBERG, kno/~4n to me (or satisfactorily proven) to be the
person whose name is subscribed to the instrument, and acknowledged that she executed same for the
purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
his is to certify that thc infbrmation here given is correctly copied from an original certificate of death dui), filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
P 8 6 4 6 6 4 7
N o. ~ Date
Rev ~87
rn~M # g'¢
SHOULD READ AS ~OLLOW$:
t
COMM~WEALIH OF PENNSYLVANIA * OEPARIMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
~TATE PILE NUM6ER
t ~AME OF DECEDENT (F~r~, M~d~le. L~)
AGE (Last BirthDay) ~ UN~R 1 YEAR
,~. Cumberland
DECEDENT'$ USUAL OCCUI~ION
2EX ~C~IAL SECURITY NUMBER
.Female ~.193 -- 12 -- 9977
i ,. 10-8-20 ,.Bethlehem,PA ~,~[]
~ ~ 0,,~.~.
~. Mechan~csb~g ,. Be~any V~l/age [,~.~o,
,,.. Homemaker ..... . ~3. (~'~ 72 (,,~s., 4 ,4. widowed ,,.
^CTU^L ,,,. S,,,*PA D., ,,~.O ~. ~ ~ ~
325 Wesleff Drive, Apt3325 IRESI~NCE
Mechanicsb~g, PA 17055 '~ .....
,,. L~ence Handw~k ~. Elizabe~ Morgan
~.J~e4 M, Hunt ~ 17400 A~u~co Road~ Brand~wine, MD 20613
M~H~ ~ ~S~SITI~ ~ ~ D~E ~ DISPOSIT~N [ P~CE OF DIS~SlTION - Na~ of Cerumen, Cr~ 'ILl. ION - C~ff~,
.... ' ........ b,~. 12-27-2002 b,~. PA C4ematory 1,~. H~4isb~g, PA 17109
~,. ~1 i ~J~ I~~~ [,,. -~ 4100 Jonestown Road
~ [ E RONOUNCEDDE~tM~ih Day ~r) / IWASCA~REFERREO~MEOIC~EXAMIN~O~? - /
[] laga. |3ob.
F LACE OF INJURY. At home, lalm, s[re®l, tacto~f, olflce
LICENSE NUMDER /~ [DATE SIGNED (M~. Day,
NAME AND ~S~ PERSON WHO COMPLETED CAU~ ~ D~TH
[ilem27) Ty~Pri~l ~.~ ~' /~ T'~ /~
3ATE FILED [Month Day Year)
I,AST W~'LL ~ TEST~EI~T
BE IT REMEMBERED THAT
I, JEAN H. HUNT,
Pennsylvania, being of
a resident of Cumberland County,
sound and disposing mind, memory and
understanding, do make, publish and declare this to be my LAST WILL
and TESTAMENT, hereby revoking
previously made by me.
any and all Wills and Codicils
I
I declare that I am not married, my beloved husband, ROBERT A.
HUNT, having predeceased me, and that I have one (1) son, JAMES M.
HUNT, and two (2) daughters, JUDITH L. RUSH and SUSAN HUNT CHONES.
II
I direct that all my just debts and funeral expenses shall be
paid from my residuary estate as soon as practicable after my
decease.
III
I direct that all taxes that may be assessed in consequence of
mv death, of whatever ~at,~
............ ~..~-~r jurisdiction imposed,
shall be paid from my residuary estate as a part of the expense of
the administration of my estate.
IV
I give, devise and bequeath all my property, whether real or
personal, wherever situate, including any property over which I may
have a power of appointment to my children, JAMES, JUDITH and
SUSAN, in equal shares, per stirpes.
V
If my son, JAMES, has not repaid me in full for the $23,000.00
loan which I extended to him, then the balance of that loan shall
be offset against his share o~ my estate.
VI
I nominate, constitute and appoint PNC BANK, N.A. as Executor
of this LAST WILL, to serve without bond.
IN WITNESS WHEREOF, I, JEAN H. HUNT, have set my hand to this
LAST WILL this ~ day of November, 1997.
Signed, sealed, published and declared by the above-named~dN
H. HUNT, as and for her Last Will and Testament, in the p3~ese~e of
us, who, at her request and in her presence, and i~ the~re~nce of
each other, have hereunto subscrib ~
e~~~
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA :
COUNTY OF CUMBERLAND :
ss.
I, JEAN H. HUNT, Testatrix, whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my LAST WILL; that I signed it as my free and
voluntary act for the purposes therein expressed.
Sworn or affirmed to and acknowledged before me by JEAN H. HUNT,
Testatrix, this o~6~C ~
day of /~i~?~ , 1997.
Notary Public
AFFIDAVIT
Notarial Seal
Diane M. Smith, Notary Public
Mechanicsburg Boro, Cumberland County
My Commission Expires June 22, 2000
COMMONWEALTH OF PENNSYLVANIA :
ss.
COUNTY OF CUMBERLAND :
We,/')"~.£f~/~. /j.~¢_£~, ~ and ~f~/U~ /97. ~/~
the witnesses whose names are signed to the attached or foregoing
instr~ent being duly ~alified according to law, do depose and say
that we were present and saw Testatrix sign and execute the
instr~ent as her ~ST WILL; that J~ H. ~T signed willingly and
that she executed it as her free and voluntary act for the purposes
therein e~ressed; that each of us in the hearing and sight of~
Testatrix signed the Will as witnesses; and that to the bes~ o~our
knowledge, the Testatrix was at the ti~e A8 years o~ age/~more,
of so~nd mind and under no constraint ~~~~~ '
8worn or affirmod to and acknowlod~od before m.
this ~ ~ day of ~U~./;'7~F , 1997.
Notary Public
Notarial Seal
Diane M. Smith, Notary Public
Mechanicsburg Boro, Cumberland County
My Commission Expires June 22, 2000
JEAN H. HUNT
MURREL R. WALTERS, III
ATTORNEY AT LAW
54 EAST MAIN STREET
MECHANICSBURG, PENNSYLVANIA 17055
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
WALTERS MURREL R III
54 E MAIN STREET
MECHANICSBURG, PA
17055
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
DUPLICATE
NO.
REV-1162 EX(11-96)
CD O035O9
........ fold
ESTATE INFORMATION: SSN: 193-12-9977
FILE NUMBER: 2103-01 47
DECEDENT NAME: HUNT JEAN H
DATE OF PAYMENT: 01/30/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 1 2/23/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $6,962.23
TOTAL AMOUNT PAID:
$6,962.23
REMARKS:
SEAL
CHECK//1001
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
Z
+(6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
REV-1500
INHERITANCE TAX RETURN
OFFICIAL USE ONLY
FILE NUMBER
HARRISBURG, PA 17128-0601
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
"IUNT, JEAN H,
DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year)
1 212312002 '1010811 920
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
2 I -0 3 0 0 I 4 7
COUNTY COOE YEAR NUMBER' ' '
SOCIAL SECURITY NUMBER
I 9 3-1 2-9 9 7 7
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
r~l. Original Return
r'-] 4. Limited Estate
r~6. Decedent Died Testate (Atlach copyof Will)
['-'~ 9. Litigation Proceeds Received
"-]2. Supplemental Return
[--"~ 4a. Future Interest Compromise (date of dealh after 12-12-82)
['--~ 7. Decedent Maintained a Living Trust (Attach copy of Trusl)
~----1 10. Spousal Poverty Credit (date of dealh belw~en 12.31-91 and 1-1-95)
E~ 3. Remainder Return (dateofdealhpriorto 12-13-82)
[~]5. Federal Estate Tax Return Required
__ 8. Total Number of Safe Deposit Boxes
r--Il 1. Election to tax under Sec. 9113(A) (Attach Sch O)
THIS SECTION MUST BE COMPLt="i ED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME I COMPLETE MAILING ADDRESS
I
FIRM NAME (ff Applicable)
54 EAST MAIN ST
MECHANICSBURG
MURREL R. WALTERS III ESQ.
TELEPHONE NUMBER
717/697-4650
PA 17055
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 Properly (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
r~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
29,424.40
130~479.02
OFFICIAL USE ONLY
(8)
159,903.4;
(11)
3~365.00
1~822.29
5,187.29
154,716.13
(12)
(13)
(14)
154,716.13
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
X ~ (15)
154;716.13 X ,O45 (16)
X .12 (17)
X .15 (18)
(19)
6,962.2~
6,962.23
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Dece'dent's Complete Address:
"STREET A~DRESS
325 WESLEY DRIVE
CITY
MECHANICSBURG
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
STATE PA
IZIP
17055
(1)
6,962.23
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. (SA)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
6,962.23
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 Ac,count, annuity, or other non-probate property which
contains a beneficiary desiqnaton? ....~.. .... I'~
IF THE ANSWER TO ANY OY'~'HE ABO~E QUES'~.JONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under ~nalties of pedu~, I d~la~hav., e~iyetum,~ding a~mpa// ---hying sch~utes and statements and to the ~st of my knoW,ge and belief, it is tree, co~t and complete.
D~lara~on of preparer other tha~¢mon~ I re~e~tat~ is ba~on all info,etlon of which preparer has any kno~edge.
SIGNATURE OF PERSONff~/~~RN DATE
54 EAST MAIN ~TREET~ MECHAHICSBUR6 PA
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1508 EX t (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEOENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
HUNT, JEAN H. 21 03 00147
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. PNC BANK 1,776.59
CHECKING ACCOUNT
PNC BANK
SAVINGS ACCOUNT
PNC BANK
CERTIFICATE OF DEPOSIT
ASBURY SERVICES
RESIDENTIAL CARE REFUND
PNC INVESTMENTS
J.J.B. HILLIARD
145.27
6,003,06
1 ~541.70
19,957.78
TOTAL (Also enter on line 5, Recapitulation) $ 29,424.4n
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX. + (1-97) ~
r
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
HUNT. JEAN H, ~1 03 00147
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is Ces.
DESCRIPTION OF PROPERTY % OF
ITEM INCLUDETHENAMEOFTHETRANS'CEREE*THEIRRELATIONSHIPTODECEBENTANDTHEDATE OF TRANSFER' DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
N UMBER ATTACH A COPY O~ THE OEED FOR REAL ESTATE.
VALUE OF ASSET INTEREST CF APPLICABLE)
1. GLENBROOK LIFE AND ANNUITY 130,479.02 100. 130,479.0;
ALLSTATE
ADVANTAGE ANNUITY
BENEFICIARIES: JAMES M. HUNT 1/3
SUSAN HUNT CHONES 1/3
JUDITH L. RUSH 1/3
TOTAL (Also enter on line 7, Recapitulation) $ 130,479.07
(If more space is needed, insert additional sheets of the same size)
EV-1511EX'+ (1.97)· ~
COIvI~ONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HUNT. JEAN H.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21 03
Debts of decedent must be reported on Schedule I.
00147
ITEM
NUMBER
DESCRIPTION
FUNERAL EXPENSES:
BETHANY VILLAGE
FUNERAL LUNCHEON
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) MURREL R, WALTERS II! ESQ
Social Security Number(s) / EIN Number of Personal Representative(s) 23-2197222
Street Address 54 EAST MAIN STREET
City MECHANICSBURG State PA
Year(s) Commission Paid: 2004
Attorney Fees MURREL R. WALTERS III ESQ
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Zip 17055
Street Address
City
Relationship of Claimant to Decedent
Probate Fees REGISTER OF WILLS
Accountant's Fees
Tax Return Preparer's Fees
FEDERAL EXPRESS
State Zip
CUMBERLAND COUNTY
DOCUMENT DELIVERY
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
AMOUNT
375.00
1,470.00
25.00
350.00
45.00
3,365.00
REV-t512 EX + (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
HUNT. JEAN H.
Include unreimbursed medical expenses.
21 03 00147
ITEM
NUMBER
6
7
8
DESCRIPTION
VERIZON
TELEPHONE
ALERT PHYSICIANS AT BETHANY VILLAGE
MEDICAL
ATT
TELEPHONE
HERITAGE DIAGNOSTIC CENTER
MEDICAL
THE FOOT CARE CENTER
MEDICAL
KAPLANS CLEANERS
DRY CLEANING
MOBILE X-RAY IMAGING
MEDICAL
UNITED STATES TREASURY
2002 INCOME TAX
BETHANY VILLAGE
REIDENTIAL CARE
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
AMOUNT
4,84
178.71
23.23
93.07
5.02
14.30
42.76
1~450.00
10.36
1,822.29
REV-1513 EX + (g.nm
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
HUNT,, ".AN H.
NUMBER
]~.
1.
2
3
1.
1.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousai distributions, and transfers under
Sec. 9116 (a)(1.2)]
JUDITH L, RUSH
624 NORTH STRATFORD ROAD
WINSTON-SALEM~ NC 27104
SUSAN HUNT CHONES
703 HARNESS CREEK VIEW DRIVE
ANNAPOLIS~ MD 21403
JAMES M, HUNT
17400 AQUASCO ROAD
BRANDYWINE, MD 20613
FILE NUMBER
21 Q3 0Q147
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
DAUGHTER
DAUGHTER
SON
1/3
1/3
1/3
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)
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
BUREAU OF /ND]:VZDUAL TAXES
[NHERITANCE TAX DTVTSTON
DEPT. 180601
HARRTSBURG, PA 17118-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOT/CE OF INHERITANCE TAX
APPRAISEHENT, ALLONANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
MURRELL R WALTERS
54 E MAIN ST
MECHANICSBURG
RE ........... r. ? DATE
: ! .
Re~_iI ' ESTATE OF
DATE OF DEATH
FZLE NUMBER
'0~ ~tF~R 12 p t:J$OUNTY
ITI ESQ ACN
PA 170~:- ,
05-15-2004
HUNT
12-25-2002
21 05-0147
CUMBERLAND
101
Amount Remitted
JEAN
MAKE CHECK PAYABLE AND REMZT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LOWER PORT]:ON FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF ZNHERZTANCE TAX APPRA]:SEHENT, ALLOWANCE OR D]:SALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HUNT JEAN H FILE NO. 21 05-0147 ACH 101 DATE 05-15-2004
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVAT]:ON CONCERNING FUTURE ZNTEREST- SEE REVERSE
.%
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
$. Closely Held Stock/Partnership Interest (Schedule C) ($)
~. Hortgages/Notas Receivable (Schedule D) (~)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Tote1 Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Ad.. Costs/Misc. Expanses (Schedule H) (9)
10. Debts/Hortgege Liabilities/Liens (Schedule I) (10)
11. Tote1 Deductions
12. Net Value of Tax Return
.00
.00 NOTE: To insure proper
.00 credit to your account,
.00 sub. it the upper portion
.00 of this fore with your
tax pay.ant.
5,565.00
1~822.29
(11) 5.187.29
(12) 154,716.15
15.
lq.
NOTE:
ASSESSMENT OF TAX: 15. Amount of Line 1~ at Spousal rate
16. Amount of Line Zq taxable a~ Lineal/Class A rate
17. Amount of Line 1~ at Sibling rate
18. Amount of Line 1~ taxable at Collateral/Class B ra~e
19. Pr~nc~pa1 Tax Due
TAX CREDITS:
PAYMENT
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . O0
Net Value of Estate Subject ~o Tax (1~) 154,716.15
]:~ an assessment Nas issued previously, lines 1~, 15 and/or 16, 17, 18 and 19
re~lect ~/gures that include the total of ALL returns assessed to date.
(15) .00 x O0 = .00
(16) 154,716.15 x 045= 6,962.2:5
(17) .00 x 12 = . O0
(18) .00 x 15 = . O0
(19)= 6,962.25
DATE
01-$0-2004
NUHBER
CD003509
INTEREST/PEN PAID (-)
.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-$1-2004
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AHOUNT PAID
6,962.2:5
TOTAL TAX CREDIT
· ALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
6,962.25
.00
117.40
117.40
( ZF TOTAL DUE IS LESS THAN $1, NO PAYHENT ZS REgUZRED.
IF TOTAL DUE IS REFLECTED AS A 'CREDIT' (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
150~479.01
(8) 159,905.42
RESERVATION:
PURPOSE OF
NOTICE:
PAYHENT:
REFUND (CR}:
OBJECTIONS:
ADH/N-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December IZ, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
To ~ulfi11 the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (TZ P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF #ZEES, AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications are available at the Office
of the Register of Nills, any of the Z5 Revenue District Offices, or by calling the special Z4-hour
answering service for forms ordering: 1-800-36Z-ZOSO; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-50Z0 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disalloaanca of deductions, ar assessment
of tax (including discount or interest) as sheen on this Notice must object within sixty (60) days of receipt of
this Notice by:
--arittan protest to the PA Department of Revenue, Board of Appeals, Dept. Z81021, Harrisburg, PA 17IlS-lOll, 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 of /ndividual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return far a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (5) calendar months after the decedent's death, a five percent (SZ) discount of
the tax paid is alloeed.
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 time period as you mould 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 (6X) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 198Z will bear interest at a rate which will vary free calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO4 ara:
Interest Daily Interest emily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~ 20Z .000546 ~'~'~- 1991 11Z .000501 ~ 97. .0002q7
1985 16Z .000458 1992 9Z .000Z47 ZOOZ 62 .000164
1984 11Z .000301 1995-1994 72 .OO019Z 2005 SZ .000157
1985 13Z .000556 1995-1998 92 .000247 2004 47. .000110
1986 lOZ .000274 1999 7Z .000192
1987 102 .000Z74 ZOO0 72 .000192
--Interest is calculated as fallows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation data shown on the
Notice, additional interest must bm calculated.
BUREAU OF INDIVIDUAL TAXES
TNHERZTANCE TAX DTVTS'rEN
DEPT. 280601
HARRTSBURG,, PA 17128-0601
CONNONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISENENT, ALLONANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
MURRELL R WALTERS III ESQ
56 E MAIN ST
MECHANICSBURG PA 17055
DATE 03-15-2006
.ESTATE OF HUNT
DATE OF DEATH 12-23-2002
FILE NUNBER 21 03-0167
101
Amount
ll-7.'--t0
JEAN 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 (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HUNT JEAN H FILE NO. 21 03-0167 ACN 101 DATE 03-15-2006
TAX RETURN gAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
$. Closely Held Stock/Partnership Interest (Schedule C) ($)
Q Hortgagms/Notes Rmcetvablm (Schedule D)
$. Cash/Bank Dmposits/Nisc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schmdule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXENPTZONS:
9. Funeral Expmnsms/Adm. Costs/Nisc. Expmnses (Schedule H) (9)
10. Dabts/Nortgage Liabilitles/Liens (Schedule I) (10)
11. Total Deductions
12. Net Velum of Tax Return
29t626.60
.00
.00 NOTE: To insurm proper
.00 credit to your account,
.00 submit thm upper portion
.00 of this form with your
tax payment.
130/679.02
(8) 159,903.62
3,365.00
15.
14.
NOTE
1,82~.29
(11) 5.]87.29
(la) 156,716.13
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13)
Net Value of Es*ate Sub~ec~ to Tax (14)
Z~ an assessment ~as issued previously, lines 14, 15 and/or 16, 17,
reflect flgures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal ra*m (15)
16. Amoun~ of Line 14 taxable at Lineal/Class A ra*m (16)
17. Amount of Line 14 a~ S/bling rate (17)
18. Amount of Line 14 taxable at CoZ1atmral/Class B ratm (lB)
19. Principal Tax Due
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
R~C~ZPT
NUNBER
tAX CREDITS:
PAYIIENT
DATE
01-30-2006
CD003509
.00
15~,716.13
AHOUNT PAID
6,962.23
TOTAL TAX CREDIT [
BALANCE OF TAX DUEI
INTEREST AND PEN.
TOTAL DUE
IF PAID AFTER DATE ZNDICATEDz SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
· 00 X O0 = . O0
156,716.13 x 065= 6,962.23
· O0 x 12 = .00
· O0 x 15 = . O0
(19)= 6,962.23
6,962.23
.00
117.60
117.60
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. )
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-31-2006
18 and 19 wil1
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 003688
WALTERS MURREL R III
54 EAST MAIN STREET
MECHANICSBURG, PA
17055
........ fold
ESTATE INFORMATION: SSN: 193-12-9977
FILE NUMBER: 2103-01 47
DECEDENT NAME: HUNT JEAN H
DATE OF PAYMENT: 03/17/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUM BERLAN D
DATE OF DEATH: 12/23/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $117.40
REMARKS:
SEAL
CHECK#10535
TOTAL AMOUNT PAID'
$117.40
INITIALS: JA
RECEIVED BY'
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
MURREL R WALTERS III 10 5 3 5
ATTORNEY-AT-LAW GENERAL ACCTS
54 EAST MAIN STREET ,/~/ ~ 60-1273.~ '1
MECHANICSBURG, PA ~7055 ~'"~,,~/~'.,~ ,~(,,.~ ..-'/ . .~ 313 "'
~- /~// Dale ~ ~ ~'/'4~.~-"***~' ~* ' ~
PNC SANK
For
BUREAU OF INDIVIDUAL TAXES
TNHERZTANCE TAX DZVTSTON
DEPT. Z80601
HARRTSBURG.. PA 171ZS-O6nl
COMMONWEALTH OF PENNSYLVANZA
DEPARTMENT OF REVENUE
ZNHERZTANCE TAX
STATEHENT OF ACCOUNT
REV-1607 EX AFP (01-03)
MURRELL R WALTERS TT! ESQ'-''~
5~, E MATN ST
MECHANTCSBURG PA
: DATE Oq-12-ZO0q
-:ESTATE OF HUNT JEAN
DATE OF DEATH 12-23-2002
FILE NUMBER 21 03-01q7
P1 :}~.)COUNTY CUMBERLAND
ACN 101
Amoun~ Remi~ed
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGTSTER OF WTLLS
CUMBERLAND CO COURT HOUSE
CARLTSLE, PA 17013
NOTE: To insure proper credL~: ~o your account`' submJ~ ~he upper portion of ~his form wASh your ~ax payment.
CUT ALONG THIS LINE ~'* RETAIN LOWER PORT'rON FOR YOUR RECORDS *-~
ESTATE OF HUNT JEAN H FILE NO. 21 03-01q7 ACN 101 DATE Oq-12-200q
TH/S STATEMENT TS PROVIDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACM TN THE NAMED ESTATE. SHO~/N BELO#
TS A SUMMARY OF THE PR~NCTpAL TAX DUE., APPL/CAT/ON OF ALL PAYMENTS`' THE CURRENT BALANCE`' AND`' 'rF APPLICABLE`'
A PROJECTED /NTEREST F'rGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-15-200q
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYMENTS CTAX CREDITS):
6,962.23
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
.00
O1-30-ZOOq
03-17-200q
CD003509
CD003688
117.q0-
6,962.25
117.q0
ZF PA/D AFTER TH/S DATE, SEE REVERSE
S/DE FOR CALCULAT/ON OF ADD/T/ONAL /NTEREST.
( ZF TOTAL DUE 10 LESS THAN $1,
NO PAYMENT 10 REQU/RED.
/F TOTAL DUE 10 REFLECTED AS A 'CRED/T' (CR),
TOTAL TAX CREB'rT
6,962.23
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
YOU MAY BE DUE A REFUND. SEE REVERSE S/DE OF THTS FORM FOR /NSTRUCT/ONS. )
PAYMENT:
Detach the top portion of this Notice and submit with your payment made payable to the name and address
printed on the reverse sida.
-- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF HILLS, AGENT.
-- [f NON-RESIDENT DECEDENT make check or money order payable to: COMMON#EALTH OF PENNSYLVANIA.
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" [REV-1315). Applications are available at
the Office of tho Register of Hills) any of the Z3 Revenue District Offices or from the Department's gq-hour
answering service for fares ordering: 1-800-$6Z-ZO50; services far taxpayers eith special hearing and / or
speaking needs: 1-800-447-50Z0 (TT only).
REPLY TO:
guestions regarding errors contained on this notice should bo addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone
(717) 787-6S05.
DISCOUNT:
If any tax due is paid within three (3) colander months after the decadant's death, a five percent (SZ) discount
of the tax paid is allowed.
PENALTY:
The 15Z tax amnesty non-participation penalty is computed on tho total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period.
ZNTEREST:
Inter~st 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 dalinquant before January 1, 1982 bear interest at the rate of
six (6Z) percent par annum calculated at a daily rate of .00016q. Al1 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 ZOO4 are:
Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year
198Z ZOZ .000548 1988-1991 1lZ .OOf1301 ZOO1
1983 16Z .000458 199g 9Z .000g47 ZOOZ
1984 112 .000301 1995-1994 7Z .OOOXgZ ZOOS
1985 13Z .000356 1995-1998 92 .000247 2004
1986 ZOZ .000g74 1999 7Z .000192
1987 9Z .000Z47 ZOO0 8Z .000Z19
Interest Daily
Rate Factor
92 .000247
62 .000164
5Z .0001~7
42 .000110
--Interest is calculated as follows:
I'NTEREST = BALANCE OF TAX UNPAID X NUtIBER OF DAYS DELINQUENT X DALLY I'NTERBST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 11/10/2004
WALTERS MURREL R III
54 E MAIN STREET
MECHANICSBURG, PA 17055
RE: Estate of HUNT JEAlq H
File Number: 2003-00147
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncom}leted administration.
This filing will become delinquent on: 12/23/2004
Your prompt attention to this matter will be appreciated.
Thank You.
GLENDA FARNER STPJtSBAUGH
REGISTER OF WILLS
CC:
File
Personal Representative(s)
Judge