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Home My WebLink About03-0218 PETITION FOR PROBATE and GRANT OF LETTERS Estate of CONSTANCE E. DOLLEY NO. 0~1' 0~}" ~l~ also known as To: ~8- , Deceased. Social Secure, fo. ~8'/-05-4017 The petitioh of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executor in the last will of the above decedent, dated DECEMBER 18~ 1998 and codicil(s) dated NONE Register of Wills for the County of CUMBERLAND Commonwealth of Pennsylvania in the named (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with h er last family or principal residence at 100 Mt. Allen DriveI Mechanicsbur.q~ Upper Allen Township~ Pennsylvania (list street, number and municipality) Decedent, then 88 years of age, died 12123102 at Messiah Village~ Mechanicsburg~ Pennsylvania 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: 210~000.00 0.00 NONE WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters Testamentary thereon. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) THOMAS P. DOLLEY ~ 2595 LOGAN WOOD DRIVE HERNDON VA 20171 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA t COUNTY OF CUMBEP. LAND- SS The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct ~o the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and tml2~dminister the e.~state according to law. before me this r~-~ day of [/jr ' ~_~ZC' ~.~ ~egist~ 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 CONSTANCE E. DOLLEY 12/23/02 Estate No.: 2003-00218 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 No X 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 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 1Z:2004 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. ~, MURREL R. WALTERS, III, ESQUIRE 54 East Main Street Mechanicsburg, PA 17055 717-697-4650 Capacity: Personal Representative Counsel for Personal Representative Estate of CONSTANCE E. DOLLEY , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW 0~FC..~q. --I ; r~O0_:~_ , 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~t8198 described therein be admitted to probate and filed of record as the last will of CONSTANCE E. DOLLEY and Letters TESTAMENTARY are hereby granted to THOMAS P. DOLLEY FEES Probate, Letters, Etc ......... $ Short Certificates ( $ /o.~ TOTAL_ $.ql3. O0 Filed..~.-.Z .~3 ............... MURREL R. WALTERS, III 24849 ATTORNEY (Sup. Ct. I.D. No.) 54 EAST MAIN STREET MECHANICSBURG PA 17055 ADDRESS (7t7} 697-4650 PHONE his is to certify that the information here given is correctly copied fi:om an original certificate of death duly Local R, egistrar. The original certificate will be forwarded to the State Vital Records Office for pcrmancnt"fili.g. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 8777890 No. l.ocal Registrar H105 143Rev ~87 COMMONWEALTH OF PENNSYLVANIA o DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH NAMEOFD£CEDENT{F~..MvJc~e. Le~),. Constance E. Dolley ~. Female ~. 578 _ 05 _ 4017 ,. °lSecem~e'r~':~, ~002 I'~m. i o~. ~ i ~ .o~ o~.: I 88 v,. ~ : Jan 10, 1914 Pittsburgh, Pa. ~,g] ~ White Cumberland Upper Allen Twp. ~~[istan U.S. Government t~~ ~c~mm's.~m ~. ~. ~. ~. ~ ~. I~c~m~'s ~mu~ ~ennsylvanla , ~.. ~. ~ ~ ~ upper Ai'len 100 Mt. Allen Drive ~s,~ ...s~ Mechanicsburg, Pennsylvania 170~ Cumberland Thomas Bannister ~m~,.s~(~...~.~,~ Ua~ Clark ~.. s~c,.~,~ Thomas P Dolle,, · · · ~. zo~ L~an woo~ ur Hemaon, Va 20171 ~~~ ~ Dec 27, 2002 ~ ~ate of Heaven Cemete~ Mechamcsburg. Pa. 17055 ~ ~ ~ ~ ~ PU-UI4al~-L ~ Myers Funeral Home, Inc 37 East Main Street Mechanicsburg, Pa 1705~ .. C_F,B OUE TO ~R AS A CONSEQUENCE OF): .... tho b\") ~- q q ~: .,. ~ ~-/~q- ~/o -. Peter M. Brier 108 Lowther Street Lemoyne, Pa. 17043 L~ST W~LL ~ TESTAMENT BE IT REMEMBERED THAT I, CONSTANCE E. DOLLEY, a resident of Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my LAST WILL and TESTAMENT, hereby revoking any and all Wills and Codicils previously made by me. I I declare that I am not married, my beloved husband, WILLIAM T. DOLLEY, having predeceased me, and that I have two sons, CARL RICHARD HOUGH and THOMAS P. DOLLEY. 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 my death, of whatever nature and by whatever 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 sons, CARL and THOMAS, in equal shares, per stirpes. V I nominate, constitute and appoint my son, THOMAS P. DOLLEY, as Executor of this LAST WILL, to serve without bond. IN WITNESS WHEREOF, I, CONSTANCE E. DOLLEY, have set my hand to this LAST WILL this 18th day of December, 1998. CONSTANCE E. DOLLEY Signed, sealed, published and declared by the above-named CONSTANCE E. DOLLEY, as and for her Last Will and Testament, in the presence of us, who, at her request and in her presence, and in the presence of each other, as witnesses. have hereunto subscribed/6ur names ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA : COUNTY OF CUMBERLAND : ss. I, CONSTANCE E. DOLLEY, 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. CONSTANCE E. DOLLEY i~ Sworn or affirmed to and acknowledged before me by CONSTANCE E. DOLLEY, Testatrix, this 18th day of December, 1998. Notary Public Notarial Seal Diane M. Smith, Notary Public Mechanicsburg Boro, Cumberland CounW My Commission Expires June 22, 2000 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA : ss. COUNTY OF CUMBERLAND : We, ~)~£f / ~. ~-jm~, ~ and ~/u~"~- J' ~-/~ £~' , the witnesses whose names are signed to the attached or foregoing instrument being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her LAST WILL; that CONSTANCE E. DOLLEY signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge, the Testatrix was at the ~i'me 18 years of age or more, of sound mind and .under no consta~aint or undue influence. Sworn or affirmed to and acknowledged before me this 18th day of December, 1998. Notary Public Notarial Seal Diane M. Smith, Notary Public Mechanicsburg Boro Cumber and County My Commission Expires June 22, 2000 CONSTANCE E. DOLLEY M,,rrel R. Wah,,rs, III Attorney at Law 54 East l~ain Street Mccb~,,icsb,,rg, Pennsylvania ~0~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Constance E. Dolley Date of Death: December 23, 2002 Will No. Admin. No. 21-03-0218 To the Register: 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 March 10, 2003. Name Address Thomas P. Dolley 2595 Logan Wood Drive, Hemdon, VA 20171 Carl R. Hough 3800 72na Avenue, Landover Hills, MD 20784 Notice has now been given to all persons entitled thereto under Rule 5.6(a~ except: None ~~ Date: 3/26/03 Murrel R. Walters, III, Esquire 54 East Main Street Mechanicsburg, PA 17055 (717) 697-4650 Capacity: __ Personal Representative X Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-O601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD OO3869 DOLLEY THOMAS P 2595 LOGAN WOOD DRIVE HERNDON, VA 20171 ........ fold ESTATE INFORMATION: SSN: 578-05-4017 FILE NUMBER: 2103-021 8 DECEDENT NAME: DOLLEY CONSTANCE E DATE OF PAYMENT: 04/28/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 12/23/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $8,000.00 REMARKS: THOMAS PDOLLY CHECK# 105 · SEAL TOTAL AMOUNT PAID: ~8,000.00 INITIALS: VZ RECEIVED BY' GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV-1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DOLLEYz. CONSTANCE E. DATE OF DEATH (MM-DD-Year) DATE OF BIR~H (MM-DD-Year) 12/23/2OO2 Ol110/1914 (IF APPLICABLE} SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) F'~I. Odginal Return [~4. Limited Estate r~6. Decedent Died Testate (Aaach co~ ofwia) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 2 I -O 3 0 2 I 8 SOCIAL SECURITY NUMBER 5 7_____.__~8 - O 5 - 40 I 7 THIS RETURN UUST SE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER [~]2. Supplemental Return [~] 4a. Future Interest Compromise (date of death a~ter 12-12-82) '"'] 7. Decedent Maintained a Living Trust (Altach copy of Trust) ["-~ 3. Remainder Return (date o{' death prior to 12-13-82) [--~ 5. Federal Estate Tax Return Required __ 8. Total Number of Safe Deposit Boxes [~] 9. Litigation Proceeds Received r-~ 10. Spousal Poverty Credit (daa of dear between 12-31.91 and 1-1-95) [] 11. Election to tax under Sec. 9113(A) (Attach ach O) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME MURREL R. WALTERS III ESQ FIRM NAME (If Applicable) TELEPHONE NUMBER 717/697-4650 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B), (2) 3, C~osely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costa (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 (Une 8 minus line 11) COMPLETE MAILING ADDRESS 54 EAST MAIN STREET MECHANICSBURG 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an eleclJon to tax has not been made (Schedule j) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 2t120.00 216,031.69 PA 17055 OFFICIAL USE ONLY (8) (11) ,, (12) (13) .... (14) 2'18,151.65 18;615.00 3;98~..4B ~,599.~R 195,552.21 195,552.21 15. Amount of Une 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Une 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) 195t55~'-~1 X .045 (16) X .12 (17) x .15 (18) (19) BE SURE TO ANSWER ALL QUESTIONS O.....~N REVERSE SIDE AND RECHECK MATH < < 8;799.8~ 8,799.85 Decede..__~nt's Co, n.plete Address: STREET ADDRESS 100 MT.'ALLEN DRIVE CITY MECHANICSBURG Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Pdor Payments C. Discount (1) ,,. 8,799.8~. 3. Interest/Penalty if applicable Total Credits ( A + B + C ) (2) D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 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) 5. 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) 8,799.8,~ B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) .. 8,799,$~ 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 in.come of the property transferred; ' [] [] b. retain the dght 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, d d 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 secudty 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 retum including accom an schedu Declaration of preparer other than theI ' ' ' ' P y ng es and statements, anti to the best of m knowt ' ' ~1 representative is based on all'~nformation of which Dreoarer h any k Y edge and betl~, it ~s true, correct and comple{e. ~,,-~ ........ preparer nas __. _nowledge. . SIGNATURE OF PREPAR~ ~ DATE .u...... w,,. .... ,,, '/4, '/ 54 EAST MAIN STRE~_;_.MECHANICSBURG PA 17055 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 Jan uary 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 exempj 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. '~' COMMONWEALTH OF PENNSYLVANIA I STOCKS & BONDS '"HER,TANCE T~X ~E~URN RESIDENTO C D NT All property jointly.owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1. U.S. SAVINGS BONDS HH BONDS LIQUIDATION VALUE VALUE AT DATE OF DEATH 2,120.00 TOTAL (Also enter on line 2, Recapitulation) (If more space is neecled, insert aclditional sheets of the same size) 2,120.00 '~" I SCHEDULE E CO~,I~OH~N~iEALTANTc~<~FJE2E-~-~- - YLRNVANIA ICASH, BANK DEPOSITS, & MISC. ESTATE OF FILE NUMBER D L Y N TAN 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 NUMBER DESCRIPTION VALUE AT DATE 1. CITIZENS BANK OF DEATH CHECKING ACCOUNT 70,199.80 PNC BANK CHECKING ACCOUNT 9,062.02 PNC BANK CHECKING ACCOUNT 14,377.73 PNC BANK SAVINGS ACCOUNT 22,615.23 WAYPOINT BANK CHECKING ACCOUNT 5,558.45 WAYPOINT BANK SAVINGS ACCOUNT 19,391.34 7. WAYPOINT BANK SAVINGS ACCOUNT 22,755.62 M&T BANK SAVINGS ACCOUNT 2,760.98 WACHOVIA SECURITIES MONEY MARKET 30,573.03 10 WACHOVIA SECURITIES NUVEEN 14,300.00 11 WACHOVIA SECURITIES VAN KAMPEN 4,437.49 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 216~ EV-I~I 1EX + (1-9T) I , I SCHEDULE H I COMMONWEALTH OF PENNSYLVANIA I FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS N TAN . FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES: 1. DESCRIPTION AMOUNT ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) THOMAS P. DOLLEY Social Secudty Number(s) / EIN Number of Personal Representative(s) SffeetAddress 2595 LOGAN WOOD DRIVE 217708006 City HERNDON State VA Year(s) Commission Paid: 2004 Attorney Fees MURREL R. WALTERS III Family Exemption: (If deeedent's address is not the same as claimant's, attach explanation) Claimant ' Tip 20171 Street Address City Relationship of Claimant to Decedent Probate Fees REGISTER OF WILLS CUMBERLAND COUNTY Accountant's Fees State Zip, Tax Return Preparer's Fees 9,540.00 8,700.00 375.00 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) ' '~' I SCHEDULE I COMMONWE,,~ Of ~ENNS~,V~,A I DEBTS OF DECEDENT INHERITANCE TAX RETURN / ~ ~' MORTGAGE LIABILITIES, & LIENS · ¥ ' N T Include unreimbursed medical expenses. ITEM NUMBER 1. PHARMERICA MEDICAL 2 MOBILE X-RAY MEDICAL MESSIAH VILLAGE RESIDENTIAL CARE DESCRIPTION AMOUNT 168.94 53.54 3,762.00 TOTAL (Also enter on line 1 O, Recapitulation) $ (If more space is need~, insert additional sheets of the same size) 3,984.48 REV-1513 EX ~- (9-nm .~ I ' COMMONWEALTH OF PENNSYLVAN A I BENEFICIARIES INHERITANCE TAX RETURN I RESIDENT DECEDENT ESTATE OF FILE NUMBER NUMBER [. II. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include ou~ght spousal distributions, and transfers under Sec. 9116 (a)(1.2)] THOMAS P. DOLLEY 2595 LOGAN WOOD DRIVE HERNDON, VA 20171 CARL R. HOUGH 3800 72ND AVENUE LANDOVER HILLS, MD 20784 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) SON SON ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX iS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART ~ - 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) OR SHARE OF ESTATE 50% 50% ON REV-1500 COVER SHEET COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-O601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11 96) NO. CD 004374 WALTERS, MURREL R. III 54 EAST MAIN STREET MECHANICSBURG, PA 17055 ........ fold ESTATE INFORMATION: SSN: 578-05-4017 FILE NUMBER: 2103-0218 DECEDENT NAME: DOLLEY CONSTANCE E DATE OF PAYMENT: 09/13/2004 POSTMARK DATE: 09/13/2004 COUNTY: CUMBERLAND DATE OF DEATH: 12/23/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $1,046.00 TOTAL AMOUNT PAID: $1,046.00 REMARKS: SEAL CHECK//107 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES ZNHERZTANCE TAX DEPT. HARRISBURG, PA 17128-0601 COMMONHEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLONANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-15~? EX AFP C01-05) MURRE~: R WALTERS :Iii 54 E. i. MECHANICSBURG PA :17055 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-Z5-2004 DOLLEY 12-25-2002 21 05-0218 CUMBERLAND 101 Amount Remitted CONSTANCE E HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-15q7 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF DOLLEV CONSTANCE E FILE NO. 21 05-0218 ACH 101 DATE 08-25-2004 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERN/NG FUTURE INTEREST - SEE REVERSE APPRA'rSED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) ($) q. Mortgages/Notes Receivable (Schedule D) E. Cash/Bank Deposits/Misc. Personal Property (Schedule E) ($) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Adm. Cos~cs/Misc. Expenses (Schedule H) (9) 10. Debts/Hot*gage Liabilltlas/L1ens (Schedule I) (10) 11. Total Deductions 12. Ne~ Value of Tax Re~urn 2~120 00 216~051 69 O0 O0 O0 NOTE: To insure proper O0 credit ~o your account, O0 submi~ the upper port,on of this form w~h your tax payment. (8) 18,615.00 15. NOTE: 5~984.48 (11) Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) Net Value of Estate Subject *o Tax Zf an assess, ant ~as issued previously, lines lq, 15 and/or 16, 17, reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line lq at Spousal rate (15) 16. Amount of Line lq taxable at Lineal/Class A rate (16) 17. Amount of Line lq a'l: Sibling rata (17). 18. Amoun~ of Line lq taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: PAYHENT RECEIPT DISCOUNT INTEREST/PEN PAID (-) DATE 04-28-2004 .00 NUMBER CD005869 INTEREST IS CHARGED THROUGH 09-07-2004 AT THE RATES APPLICABLE AS OUTLINED ON THE · O0 x O0 = 195,552.21 x 045= · O0 x 12 = · O0 x 15 = (19)= AMOUNT PAID 8,000.00 TOTAL TAX CREDIT BALANCE OF TAX DUEI INTEREST AND PEN. TOTAL DUE 218,151.69 REVERSE SIDE OF THIS FORM 22.~gg.~8 195,552.21 .00 195,552.21 18 and 19 will .00 8,799.85 .00 .00 8,799.85 8,000.00 799.85 246.15 1,046.00 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE ZS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDZT' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CA): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 1Z, 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 laeful Class B (collateral) rate on any such future interest. To fulfill tho requirements of Section ZlfiO of tho Inheritance and Estate Tax Act, Act Z3 of 2000. (7Z P.S. Section 91qO). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Make check or money order payable to: REGISTER OF NZLLSj 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-1315). Applications ars available at the Office of the Register of Nills, any of the *:5 Revenue District Offices, or by calling the special Z4-hour answering service for fores ordering: 1-800-56Z-2050~ services for taxpayers with special hearing and / or speaking needs: 1-BOO-4q7-30ZO iTT only). Any party in interest not satisfied with tho appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to t~e PA Department of Revenue, Board of Appeals, Dept. ZalOZ1, Harrisburg, PA 171Za-10Z1, 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 writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent'" (REV-150I) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SI) 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. Th~_~ non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day free the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent per annum calculated at a daily rata of .000164. All taxes which became dsIinquent on and after January 1, 198Z will bear interest at a rate which wi11 vary from caIendar year to calendar year with that rate announced by the PA Department of Revenue. The appIicabIe interest rates for 198Z through ZOO4 are: Interest Daily Interest Daily Year Rate Factor Year Rate Factor ~ ZOZ .O005q8 ~'~J~'8 - 1991 11x .000301 1983 16Z .000q$8 1992 9Z .000247 1984 11Z .000301 1995-1994 7Z .00019Z 1985 152 .000556 1995-1998 92 .000247 1986 ZOZ .00027q 1999 7Z .000192 1987 IOZ .000Z74 ZOO0 7Z .000192 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID Interest Daily Year Rate Factor ~ 9X .000Z47 ZOOZ 6Z .00016q ZOO5 5Z .000157 ZOO4 ~Z .000110 X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond tho date of tho assessment. If payment is made after tho interest computation date shown on the Notice, additional interest must bm calculated. BUREAU OF INDIVIDUAL TAXES INHER/TANCE TAX DZVZSZDN HURREL R WALTERS II! ESQ 54 E HAIN ST HECHANICSBURG PA 17055 COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOT/CE OF INHERITANCE TAX APPRATSEHENT; ALLORANCE OR DTSALLORANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ~ DATE '~ 08-23-2004 ' ESTATE OF DOLLEY DATE OF DEATH 12-23-2002 ~F,~[.E NUNBER 21 03-0218 '04 ':~'~C~N~(~ *'27 CUHBERLAND ACN 101 Amoun~ Rmmit*md CONSTANCE E HAKE CHECK PAYAELE AND REHIT RAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~'~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-I$&7 EX AFF (01-03) NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX ESTATE OF DOLLEY CONSTANCE E FILE NO. 21 05-0218 ACN 101 DATE 08-2~-200~ TAX RETURN ~AS= (X) ACCEPTED AS FILED ( ) CHAN~ED RESERVATION CONCERNING FUTURE ZNTE~ - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN I. Re~l Estm~e (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closol~ Hold S~ock/Pur~florshtp Zn~eros~ (Soho~lm C) ~. ~r~es/No~es Receivable (Sc~le D) 5. Cas~B~k D~s~s/H~sc. Persone~ Proper~y (S~edule E) 7. T~s~ers (S~e~le G) 8. To~al Asse~s APPROVED ~EDUCT~ONS AND EXEHPT~ONS: 10. Deb~s/Hor~gege Li~l~tes/L~s (Sc~ule Z) 12. ~ Vel~ of T~x Re~urn NOTE: ASSESSMENT OF TAX: 15. Amount of L/nm 14 m;c Spous~l rate 16. A~ of L/ne 14 ~10 a~ Ltnoml/Class A ru~o 17. ~ of L/no 14 a~ S/bl/ng ra~o 18. Amo~* of Ltnm lq ~lx~ll I~ Co~i~lPl~/C~lss B ~9. PrLn=/pml Tax DUB rAX CREgZTS: DATE ~BER 04-28-2004 CD00~869 (1) .00 (2) 2 120. O0 (3) .00 (4) .00 (s) 216~,051.69 (6) .00 (7) . O0 18,615.00 (9) (10) 3,984.48 (12) 218,151.69 ??.~O.48 195,552.21 INTEREST IS CHARGED THROUGH 09-07-2004 TOTAL TAX CREDIT AT THE RATES APPLICABLE AS OUTLTNED ON THE BALANCE OF TAX DUE REVERSE SIDE OF TH/S FORH INTEREST AND PEN. TOTAL DUE · TF PAID AFTER DATE TNDZCATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. AHOUNT PAID 8,000.00 .00 INTEREST/PEN PAID 8,000.00 r 799.85 246.15 1,046.00 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REOUZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIt' (CF), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR ZNDTRUCTZONS.) (1S) .00 X O0 = .00 (X&) 195,552.21 x 045= 8,799.85 (17) .00 x 1Z = .00 (18) .00 x 15 = .00 (1~)= 8,799.85 Chmr/t~blo/Govmrrunontal Bequests; Non-mloctod 911S Trusts (Schedule J) (13) . O0 Not V~luo of Estuto Sub,eot to Tax (/q) 195,552.21 Zf an asses~ent ~as issued PreViously, lines 14, 15 and/ar 16, 17, 18 and 19 uill r~le~ figures that tncZude the total ~ ALL returns assess8~ to date. RESERVATION: Estates of decedents dying on or before December 1Z, 19BZ -- if any futura interest in the estate is transferred in possession er enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Coeeonaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class S (collateral) rate an any such future interest. PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of lOgO. (7Z P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register af Hills printed an the reverse side. --Make check ar money order payable to: REGISTER OF HILLS, 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-1313). Applications ara available at the Office of the Register of Hills, any of the '~3 Revenue Oistrict Offices, or by calling the special Z4-hour ansaaring service for forms ordering: 1-600-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-30Z0 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shomn 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. 281021, Harrisburg, PA 1712B-10Z1, 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 writing to: PA Oapartment of Revenue, Dureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ZB06Ol, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. Sam page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" {RE¥-ISO1) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the dacedent's death, a five percent (SX) discount of the tax paid is allowed. The 15X tax amnesty nan-participation penalty is computed on the total of the tax and interest assessed, and not paid before January lB, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 19BI bear interest at the rate of six (BZ) percent par annum calculated at a daily rata of .000164. 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 applicable interest rates for 198Z through 2004 ara: Interest OaiZy Interest Daily Interest Daily Year Rate Factar Year Rate Factor Year Rate Factor ~ 20Z .000548 ~)'~8-199! llZ .OO0301 ZOOl 9Z .000Z47 1983 16Z .000438 1992 9Z .000247 ZOOZ 6Z .000164 1984 llZ .000301 1993-1994 7Z .O0019Z 2003 5Z .000137 1985 13Z .000356 1995-1998 9Z .000247 2004 4Z .000110 1986 IOZ .000Z74 1999 7Z .O0019Z 1987 10Z .000Z74 ZOO0 7Z .O0019Z --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELTNI~UENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. 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 EAST MAIN STREET MECHANICSBURG, PA 17055 RE: Estate of DOLLEY CONSTANCE E File Number: 2003-00218 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 12/23/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STP_ASBAUGH REGISTER OF WILLS CC: File Personal Representative(s) Judge BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 17128-0601 COHNONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEHENT OF ACCOUNT REV-I~O7 EX AFP CDi-O5) MURRE' R WALTERSv 5~ E HAIN ST MECHANICSBURG kffA 17055 DATE 10-25-Z00R ESTATE OF DOLLEY DATE OF DEATH 12-Z$-ZOOZ FILE NUMBER 21 05-0118 COUNTY CUMBERLAND ACN IO1 I Amoun~ Remi~ed CONSTANCE E HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submi~ ~he upper por~ion of this fore wi~h your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS REV-1607 EX AFP (01-03) ~ INHERITANCE TAX STATEMENT OF ACCOUNT ESTATE OF DOLLEY CONSTANCE E F'rLE NO. 21 0S-0218 ACN 101 DATE 10-25-200~ TH/S STATEMENT ZS PROVTDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACH ZN THE NAHED ESTATE. SHO#N BELOW ZSA SUNHARY OF THE PRINCIPAL TAX DUE., APPLICATION OF ALL PAYHENTS., THE CURRENT BALANCE, AND., ZF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-Z$-200q PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYHENTS (TAX CREDITS): 8,799.85 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID O~-Z8-ZO0~ 09-15-Z00~ CD005869 CD00q37~ ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT 1S REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), .00 Irt6.15- 8,000.00 1,0~6.00 TOTAL TAX CREDIT 8,799.85 .00 BALANCE OF TAX DUE INTEREST AND PEN. .55 TOTAL DUE .53 YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) 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. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF NILLS~ AGENT. -- If NON-RESIOENT DECEDENT make check or money order payable to: COMMONNEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which Nas 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 Hills, any of the Z5 Revenue District Offices or from the Department's Iq-hour answering service for forms ordering: 1-aoo-56Z-ZOSO; services for taxpayers with special hearing and / or speaking needs: 1-800-q47-50ZO (TT only). REPLY TO: guestions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA I71Z8-0601, phone (717) 787-650S. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is allowed. PENALTY: The 15Z tax amnesty non-participation penalty is camputed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes mhich became delinquent before January 1, 1982 bear interest at the rate of six (SI) percent per annum calculated at a daily rate of .OO016fi. All taxes which became delinquent an 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 applicable interest rates for 198Z through ZOOq are: Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year X98Z ZOZ .O00Sq8 1988-1991 XXZ .000501 2001 1983 16Z .000~58 199Z 9Z .O00Zq7 ZOOZ 198q llZ .000501 1995-199q 7Z .OOO19Z 2005 1985 XSZ .000556 1995-1998 9Z .0002q7 ZOOq 1986 1DX .O0027~ 1999 72 .O0019Z 1987 9Z .O00Zq7 ZOO0 8Z .000219 Interest Daily Rate Factor 92 .O00Z~7 6X .000164 52 .000157 qZ .000110 --Interest is calculatad 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 calculated. BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX DTVTS/ON DEPT. 280601 HARRTSBURG, PA 17128-060! COMMONWEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE ZNHERZTANCE TAX STATEHENT OF ACCOUNT RE¥-l&g7 EX AFP JOSHUA M GOLDBERGER EM 11Ol N FRONT ST 1ST FLOOR HARRISBURG PA ~7102 DATE 10-0~-2004 ESTATE OF HUDOCK DATE OF DEATH 02-11-2002 FXLE NUMBER 21 02-0218 COUNTY CUMBERLAND ACM 101 Aeoun'l: Ree~.~'~ed JOHN A MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~o your account, submA~ ~he upper por~cion of t:hLs form wit:h your ~mx payment:. CUT ALONG TH'rS LTNE ~ RETA'rN LOWER PORT'rON FOR YOUR RECORDS ~ REV-1607 EX AFP (01-03) ~## ZNHERZTANCE TAX STATEMENT OF ACCOUNT ~ ESTATE OF HUDOCK JOHN A FZLE NO. 21 02-0218 ACN 101 DATE 10-0~-200~ THTS STATEMENT TS PROVi:DED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAMED ESTATE. SHONN BELO# TS A SUMMARY OF THE pRTNCTPAL TAX DUE, APPLTCATTON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, TF APPLTCABLE, A PROJECTED TNTEREST FTGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-02-2004 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS CTAX CREDITS): $,971.10 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-09-Z00~ OZ-27-ZO04 09-15-200~ CD002551 CD005607 REFUND .00 195.76- .0O 1,620.00 $,214.99 670.15- TOTAL TAX CREDIT 3,971.10 BALANCE OF TAX DUE .00 /NTEREST AND PEN. .00 TOTAL DUE .00 IF PA/D AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADD/TZONAL /NTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUIRED. IF TOTAL DUE IS REFLECTED AS A -CREDIT' (CR), YOU NAY BE DUE A REFUND. SEE REVERSE S/DE OF TH/S FORM FOR INSTRUCTIONS. ) PAYNENT: Detach the top portion of this Notice and submit aith your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF NILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONNEALTH 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-ISIS). Applications ara available at the Office of the Register of Nills, any of the 23 Revenue District Offices or from the Department's Iq-hour answering service far forms ordering: 1-BO0-362-ZOSO~ services for taxpayers aith specie1 hearing and / or speaking needs: 1-8OO-qq7-SOZO ITT only). REPLY TO: auestions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Raviea Unit, Dept. 280601, Harrisburg, PA 171Z8-0601, phone C7173 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5Z) discount of the tax paid is alloeed. PENALTY: The 1SI tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning eith first day of delinquency, or nine (9) months and cna (1) day from the date of death, to the date of payment. Taxes ahich became delinquent before January 1, 1982 bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. AIl taxes which became delinquent on and after January 1, 1982 wi1! bear interest at a rate which ail1 vary from calendar year to calendar year aith that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOOq are: Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year ~ ~ ~" ZOO! 1982 ZOZ .000548 1988-1991 11Z .000301 :,,-: 1985 16Z .000~8 1992 9Z .O00Zq7 · ZOOZ 198~ 112 .000301 1993-1994 72 .000192 2003 1985 132 .000356 1995-1998 9Z .0002q7 ZOOfi 1986 10Z .000274 1999 7Z .000192 1987 9Z .O00Zq7 ZOO0 82 .000219 Interest Daily Rate Factor 92 .000247 62 ,000164 5Z .0001~7 ~Z .0D0110 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY /NTEREST 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, additionaZ interest must be calculated. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/15/2005 WALTERS, MURREL R. III 54 EAST MAIN STREET MECHANICSBURG, PA 17055 RE: Estate of DOLLEY CONSTANCE E File Number: 2003-00218 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. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 12/23/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/28/2005 DOLLEY THOMAS P 2595 LOGAN WOOD DRIVE HERNDON, VA 20171 RE: Estate of DOLLEY CONSTANCE E File Number: 2003-00218 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 12/23/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~::=:r REGISTER OF WILLS cc: File Counsel Judge 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 STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: CONST ANCE E. DOLLEY 12/23/02 Estate No.: 2003-00218 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: yes__X_____ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete (date) 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 B. The separate Orphans' Court No. (if any) for the personal representative's account is: (Not Applicable in Dauphin County) c. Did the personal representative state an account informally to the parties in interest: Yes _X_____ No D. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ,-j llt , ~/! , I I / I / !' ,{" ('c) ~ .') Date: Nov€fuber 1~~05 MURREL R. W ALTERS, III, ESQUIRE 54 East Main Street Mechanicsburg, P A 17055 717-697-4650 Capacity: Personal Representative _X_ Counsel for Personal Representative ';~-t