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HomeMy WebLinkAbout02-0096 PETITION FOR GRANT OF LETTERS Estate of GENEVIEVE B. STEFFY No. ~ I "O,,~-' q ~ also known as , Deceased Social Security No.205-09-6378 Petitioner(s), who is/are 18 years of age or older, apply)les) for: (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut rix r'~ Decedent, dated 7/9/91 and codicil(s) dated none named in the Last Will of the 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 incapacitated: B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the 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 30 Far,qreen Road~ Camp Hill~ East Pennsboro Township~ PA (list street, number and municipality) Decedent, then 97 years of age, died November 9, ,2001 , at Holy Spirit Hospital, East Pennsboro Twp., Camp Hill (Location) 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 ........................................................................................ $ Total ..................................................................................................................... $ Real Estate situated as follows: none Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Signature Typed or printed name and residence 70~000.00 70~000.00 CAROL A. STEFFY 30 Far,green Rd. Camp Hill, PA 17011 RW-, 3q - I0 Oath of Personal Representative Commonwealth of Pennsylvania County of The Petitioner(s) above-named swear(s) and afffirm(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' Petiti°ner(s) will well and truly administer the estate~zc°~ t° la~ Sworn to and affirmed and subscribed ' before me this ' ?~t'~'~ T¢l~ of DECREE OF REGISTER Estate of GENEVIEVE B. STEFFy also known as Deceased No. 2 1 2 0 2 - 9 6 Social Security No: 205-0~-~$78 Date of Death: 11/9/01 AND NOW, ,¢~, N~A,~X ,-~2'9T~ , "' , ,~ ~,,~,~ reverse side hereon, satisfactory proof having been presented before me, , in consideration of the Petition on the IT IS DECREED that Letters I~ Testamentary I~ of Administration ((c.t.a., d.b.n.c.t; pendente lite; durante absentia; durante minoriate) are hereby granted toCarol A. Steffy in the above estate and that the instrument(s), if any, dated July 9, 1991 described in the Petition be admitted to probate and filed of record as the Last Will of Decedent. FEES Letters .................................... $ Shod Certificates(s) ...5. .......... $ Renunciation .......................... $ Extra Pages( 2 ) ............... $ I.T.R ....................................... $ JCP Fee ................................. $ Inventory ................................ $ Other ...................................... $ 15.00 5 ~n 6.00 5.00 TOTAL ............................. $ 146.00 call when ready Attorney: Murrel R. Walter% III I.D. No: 24849 Signature Address: 54 East Main Street Mechanicsburc~ PA 17055 Telephone: 717-697-4650 DATE FILED: ,TANr]ARY29th 2002 REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA RENUNCIATION Estate of .GENEVIEVE B. STEFFY also known as ., Deceased No. 21 200,, The undersigned,CO-EXECUTOR AND DAUGHTER of (Relationship) (Capacity) the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters TESTAMENTARY be issued to CAROL A. STEFFY Witness MY hand this I ~ day of DECEMBER ,2001 GLORIA LEE SWlNGLER 94 WHEATLAND DR.~ GETTYSBURG PA 17325 (Address) Sworn to or affirmed and~J~scribod befo~/me this /~ dayof ' ~Q ..........OR ......... ~] NOTARIAL SEAL [ JACQUEUNE ~. DUKES, Nota~ Public ~ Stra~an lo~ns~lp, ~0ams Coun~ ~. [ ~ Com~is~gpj[~_~t. 25, o~cial qualified to administer oaths. Show date of expiration of Nota~'s commission.) NOTE: (Signature) (Address) (Signature) (Address) Renunciations executed outside the Office of Register of Wills are required in some counties to be notarized. RW-3 his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as l.oc;d R, egistrar. 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 ~ J/J"~Local '~'~'/~ Registrar P 769~993 No. Date ,. (',-L'M£VII~ VIE COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH OECEDENT'S USUAL OCCU PA%IO~ Ii: DUE TO (Igl:~ A.S A CON,S[OUE NCE Off): 21-02-96 L~ST ~LL ~ TESTi~ENT I, GENEVIEVE B. STEFFY, 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, LLOYD R. STEFFY, having predeceased me, and that I have two (2) children, GLORIA LEE SWINGLER and CAROL A. STEFFY. II I direct that my debts and funeral expenses be paid as soon after my death as is practicable by my Executrix out of my residuary estate, but not from any assets, funds, death benefits or insurance proceeds which are otherwise excludable or exempt from my gross estate for federal estate valuation or tax purposes. III I direct that all estate, succession, legacy, inheritance or other transfer taxes, however designated that shall become payable by reason of my death in respect of all property comprising my gross estate for death tax purposes, whether or not such property passes under this LAST WILL, shall be paid by my Executrix out of my residuary estate, but not from any assets, funds, death benefits or insurance proceeds which are otherwise excludable or exempt from my gross estate for federal estate valuation or tax purposes. IV I give and bequeath to my daughter, GLORIA, the Prudential VI Ail the rest, residue and remainder of my property, whether real or personal, wherever situate, including any property over which I may have a power of appointment, I give, devise, and bequeath to my children, GLORIA and CAROL, in equal shares, per stirpes. In the event that my daughter, GLORIA, predeceases me, then I desire that her share of my estate be distributed equally among her surviving children. In the event that my daughter, CAROL, predeceases me, it is my desire that her share of my estate be distributed to my surviving daughter, GLORIA. VII I nominate, constitute and appoint my daughters, GLORIA and CAROL, as Co-Executrix of this LAST WILL, to serve without bond. If either is unable or unwilling to act in that capacity, then the other may act alone as Executrix of this LAST WILL, to serve without bond. IN WITNESS WHEREOF, I, GENEVIEVE B. STEFFY, have set my hand to this LAST WILL this ~ day of ~ , 1991. GENEVIEVE B. STEFFY v . ~ ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA : COUNTY OF CUMBERLAND : SS. I, GENEVIEVE B. STEFFY, 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. GENEVIEVE B. STEFFY &~v ~ Sworn or affirmed to and acknowledged before me by GENEVIEVE B. STEFFY, Testatrix, this ~ day of _~// , 1991. Notary Public AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA : SS. COUNTY OF CUMBERLAND : We, /~)u,~/ ~. ~J~/~r~, ~7~ and ~.~ /~. ~.'~ , 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 GENEVIEVE B. STEFFY signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge, the Testatrix was at the time 18 years of age or more, of sound mind undue influence. ~/and ~der no~~ns/ra~nt/6r./~/~~ Sworn or affirmed to and acknowledged before me / CERTIFICATION OF NOTICE UNDER RUI.E 5.6(a) Name of Decedent: Date of Death: Will No. 21-02-0096 To the Register: Genevieve B. Steffy November 9, 2001 Admin. No. 2002-00096 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 December 7, 2001. .Nanle Ad&ess Gloria Lee Swingler Carol A. Steffy 94 Wheatland Drive, Gettysburg, PA 17325 30 Fargreen, Camp Hill, PA 17011 Date: May 14, 2002 Notice has now been given to all persons entitled theretjo under Rule ~.6(a) e~c~pt: Murrel 1L Walters, III, Esquire 54 East Main Street Mechanicsburg, PA 17055 (717) 697-4650 Capacity: _ Personal Representative X Counsel for personal representative STATUS REPORT UNDER RULE 6.17, Name of Decedent. Date of Death · 11/9/01 Will No. 21-02-0096 Admin. No. 2002-00096 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 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete · 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court ? Yes _ No X b. The separate Orphans' Court No. (if any ) for the personal representative's account is' c. Did the personal representative state an account informally to the parties in interest ? Yes X No . / d. Copies of receipts, releases, joi6ders and/ / approvals of formal or informal accounts may be filed witl~he Clerk of the Orphans' Court an dmaybe attached to thy~)/~/~// ~ Date' 5/15/02 ' ~( "(.,/( /' - -/ v Signature Murrel R. Waiters III, Esqoire Name (Please type or print ) 54 East Main Street Mechanicsburq PA Address 17o55 _(717 ) -697-465 Tel. No. Capacity- . Personal Representative Counsel for personal representative I.- Z UJ Z o G. (/3 LU o z COMMONWEALTH OF I ~ i~ ~'== "t J~ I~ I~ PENNSYLVANIA ~ · '~ ~ ~' / ~ ~/~/ DEPARTMENT OF REVENUE · DEPT 28O8Ol INHERITANCE TAX R tiiD u HARRISBURG, PA 17 28-0601 I RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) STE..~_~.~.~FFY GENEVIEVE S. DATE OF DEATH (MM-DD-Year) DATE OF BIRT-'~H (MM-DD-Year) 11/09/20.___.____.__~01 06/21/1904 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRS]' AND MIDDLE INITIAL) [~]1. Original Return ~-~4. Limited Estate ['~6. Decedent Died Testate (At,ch copy of Will) ~--]9. Litigation Proceeds Received [--]2. Supplemental Return r'-~ 4a. Future Interest Compromise (date oi~death after 12-12-82) -]7. Decedent Maintained a Living Trust (Attach copy of Tmsl) OFFICIAL USE ONLY FILE NUMBER 2 I -0 2 0 0 0 9 6 NUMBER~ ~ SOCIAL SECURITY NUMBER 2 0__._~5 - 0 9- 6 3 ? 8 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER E] 3. RemainderRetum {dateofdeathpdorto12-13-82) Lr'-] 5. Federal Estate Tax Return Required ~ 8. Total Number of Safe Deposit Boxes · .---.-.-.-- [] 10. Spousal Poverty Credit (date of death belween 12-31-91 and 1-1-951 ~J 11. Election to tax under Sec. 9113(A) (Attach Sch O) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE ANI ) CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME MURREL R. WALTERS ESQ FIRM NAME (If Applicable) TELEPHONE NUMBER 717/697-4650 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) _ 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) r-] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) (7) 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) COMPLETE MAILING ADDRESS 54 EAST MAIN STREET MECHANICSBURG 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) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 23;572.81 17~253.09 OFFICIAL USE ONLY (8) 9;225.7,r, 40;825.90 (11) 9~225.75' (12) 31~600.15_ (13) (14) 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(12) 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. r'-] x _ (15) 31~6OO.1~ X ._045 (16) X .12 (17) X .15 (18) · e ,- . ~ , . ~ e , , -., (19) · · BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH 1 ;422,01 << Decedeht's Complete Address: STREET ADDRESS 30 FARGREEN ROAD 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 (1) , 1;422.01 3. Interest/Penalty if applicable Total Credits (A + B + C ) (2) D. Interest 98.84 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) 98.8~. 1;520.8,5 ~ C&RO~ A ST~,FFY - - ------------~, CAMP HILL ^ o. ss B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B). 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 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 car ? without receiving adecuate cons derat on? 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 properly which contains a beneficiary des (~nat on? 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, declare that I have examined this return, ncluding 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 persona representative is based on all information of which preparer has any know/edge. DATE PA 17011 DATE 1;520.8'; 54 EAST MAIN STREET, 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 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. / SCHEDULE B COMMONWEALTH OF PENNSYLVAN A I STOCKS & BONDS 'NHER,TAN. CE T~X .ETU~N I T V V . FILE NUMBER All propertyjointly-owned with right of survivorship must be disclosed on Schedule F. ~ ITEM NUMBER DESCRIPTION VALUE AT DATE 1. EASTON MUNICIPAL TRUST OF DEATH 2 PENNSYLVANIA FUND CLASS B 1354.863 @ 10.35 BELL SOUTH 224 @ 39.02 14,022.83 8,740.48 ATT 50 @ 16.19 809.50 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) REV-1509 EX * (1-;~ I J OINT SCHEDULE F COMiMNOHNE~iTEAAL~cH2TFPJRNENTSuYRLNVANIA J J LY-OWNED PROPERTY ESTATE OF ~ FILE NUMBER A. CAROL STEFFY If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS 30 FARGREEN ROAD CAMP HILL, PA 17011 JOINTLY-OWNED PROPERTY: ITEM NUMBER RELATIONSHIP TO DECEDENT DAUGHTER DESCRIPTION OF PROPERTY Include name of financial institution and bank account number or similar identifying number. Attach deed for joinUy-held real estate. PNC BANK CHECKING PNC BANK CERTIFICATES OF DEPOSIT PNC BANK MONEY MARKET ACCOUNT DATE OF DEATH VALUE OFASSET 28,816.74 3,307.08 % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'SINTEREST 50. 1,191.18 50. 14,408.37 50. 1,653.54 TOTAL (Also enter on line 6, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 17,2S3.09 ERITANCE TAX RE,u~r~ ADMINISTRATIVE COSTS V . FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES: 1. NEILL FUNERAL HOME 2 KOSTA'S FUNERAL RECEPTION DESCRIPTION AMOUNT 6,968.84 681.91 Bo ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) CAROL A. STEFFY Social Security Number(s) / EIN Number of Personal Representative(s) Street Address RENOUNCED City. State Year(s) Commission Paid: AttomeyFees MURREL R. WALTERS ESQ Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Zip Street Address Relationship of Claimant to Decedent Probate Fees REGISTER OF WILLS Accountant's Fees Tax Return Preparer's Fees State Zip CUMBERLAND COUNTY TOTAL (Also enter on line 9, Recapitulation) $ 1,400.00 175.00 (If more space is needed, insert additional sheets of the same size) REV-1513 EX ~ (9-nm ESTATE OF NUMBER [. 2 II. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] GLORIA LEE SWINGLER 94 WHEATLAND DRIVE GETTYSBURG, PA 17325 CAROL A. STEFFY 30 FARGREEN ROAD CAMP HILL, PA 17011 FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) DAUGHTER DAUGHTER OF ESTATE 50 % 50 % ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: ~ A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 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) 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 003278 WALTERS MURREL R III ESQUIRE 54 E MAIN STREET MECHANICSBURG, PA 17055 ........ fold ESTATE INFORMATION: SSN: 205-09-6378 FILE NUMBER: 2102-0096 DECEDENT NAME: STEFFY GENEVIEVE B DATE OF PAYMENT: 11/25/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 1 1/09/2001 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $1,422.01 REMARKS: TOTAL AMOUNT PAID. CAROL STEFFY C/O MURREL R WALTERS III ESQUIRE $1,422.01 SEAL CHECK# 785 INITIALS: AC RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DTVISION DEPT. R80601 HARRISBURG,, PA 171Z8-0601 MURREL R WALTERS ESQ 5q E MAIN ST MECHANICSBURG PA 17055 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE 01-19-200q ESTATE OF STEFFY DATE OF DEATH 11-09-2001 FILE NUMDER 21 02-0096 COUNTY CUMIIERLAND ACM 101 CUT ALONG THIS LINE ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, Amount Remitted REV-15q7 EX AFP (0~.-~3) GENEVIEVE MAKE CHECK PAYABLE AND RENZT PAYMENT TO: REGISTER OF WILLS CUMIIERLAND CO COURT HOUSE CARLISLE, PA I7013 RETAIN LOWER PORTION FOR YOUR RECORDS ~ ALLOWANCE OR ESTATE OF STEFFY DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX GENEVIEVE Ii FILE NO. 21 02-0096 ACM 101 DATE Ol-19-ZOOq TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE ( ) CHANGED APPRAISED VALUE OF RETURN DASED ON: ORIGINAL RETURN 1. Rmal Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) (3) q. Mortgages/Notes Rmce/vmble (Schedule D) (q) 5. Cash/Dank Deposits/M/sc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schmdulm F) (6)_. 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTZONS AND EXEMPTIONS: 9. Funeral Expmnses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage L/abilities/Liens (Schedule I) (10) 11. Total Deductions 12. Net Value of Tax Return 15. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Nat Value of Estate Subject to Tax O0 23/572.81 O0 O0 O0 17,253 09 O0 9,225.75 .00 (11) (12) (13) NOTE: To insure proper cred/t to your account, subm/t the upper portion of this fora w/th your tax payment. (a) q0,825.90 9.22~.75 31,600.15 .00 31,600.15 NOTE: If an assessment was issued oreviously, lines 14, 15 and/or 16, 17, 18 and 19 wll1 reflect flgures that lnclude the total of ALL returns assessea to mate. ASSESSMENT OF TAX: 15. Amount of Line lfi at Spousal rata (15) .00 X O0 16. Amount of L/no lq taxable at Lineal/Class A rate (16) 31,600.15 X Off5 = 17. Amount of L/ne lq et Sibling rate (17) .00 X 12 = lB. Amount of L/nm lq taxable at Collateral/Class B rata 19. Pr/nc/pal Tax Due RECEIPT UT$COUNT (+} NUMBER INTEREST/PEN PAID (-) CD003278 .00 BALANCE OF UNPAID INTEREST/PENALTY TAX CREDITS PAYMENT DATE 11-25-2003 AS OF 11-26-2003 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. AMOUNT PAZD 1,q22. O1 TOTAL TAX CREDIT aALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .0O 1,qZ2.01 .00 .00 (19)--_ 1 ,~22. O1 1,qZ2.01 .00 97.68 97.68 ( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT 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: Estates of decedents dying on or before December IZ, 1982 -- if any futura [ntarest in the estate ks transferred [n possession or enjoyment to Class D (collateral) benef[c[ar[es of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the rlght to appraise and assess transfer Inheritance Taxes at the lawful Class B (co[lateral) rate on any such futura [ntarest. PURPOSE OF NOT[CE: To fulfill the requirements of Sect[on Zi~O of the Inheritance and Estate Tax Act, Act 25 of ZOO0. (TZ P.S. Section 91~0). PAYMENT: Ostach the top port[on of this Nat[ce and submit with your payment to the Register of Mills printed on the reverse side. --Make check or money order payable to: REGISTER OF ~ILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, say be requested by coepleting an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISiS). Applications are ava[labia at the Office of the Register of Nills, any of the 23 Revenue District Offices, or by calling the special Z~-hour answering service for fores ordering: 1-800-56Z-Z050~ services for taxpayers with special hearing and / or speaking needs: 1-800-~7-50Z0 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Not[ce by: --#r[ttan protest to the PA Department of Revenue, Board of Appeals, Dept. Z81021, Harrisburg, PA l?lZB-lOZl, OR --elect[on to have the setter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADH[N- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed [n writ[ne to: PA Department of Revenue, Sureeu of individual Taxes, ATTN: Post Assessment Review Un[t, Dept. Z80601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6SOS. Sea page 5 of the booklet "Instructions for inheritance Tax Return for a Resident Decadent" (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: [f any tax due ks paid within three (3) calendar months after the decadent's death, a five percent (BZ) discount of the tax paid ks allowed. PENALTY= The 15X tax amnesty non-participation penalty ks computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of tho tax amnesty par[od. This nan-participation penalty is appealable [n the same manner and [n the the same time per[od as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: interest ks charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of slx (6X) percent par annum calculated at a daily rate of .00016~. A11 taxes which became delinquent on and after January 1, 19aZ w[11 bear interest at a rate which will vary frae calendar year to calendar year with that rate announced by the PA Oeparteent of Revenue. The applicable interest rates for 19aZ through Z005 are: Interest Daily Interest Daily Interest Daily Year Rate Facter Yea.__.r Rate Factor Yea___r Rate Factor 1982 ZOZ .0005~8 1987 9Z .O00Z~7 1999 7Z .OOO19Z 1985 16Z .000~58 19&B-1991 llZ .000301 ZOO0 8Z .000Zlg 198~ l[X .000301 199Z 9X .O00Z~? Z001 9X .O00Z~? 1985 13Z .000356 1995-199~ 7Z .00019Z ZOOZ 6Z .00016~ 1986 XOZ .O0027~ 1995-1998 9Z .O00Z~7 2003 5Z .000157 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINgUENT X DAILY INTEREST FACTOR --Any Not[cs issued after the tax becomes delinquent will re~lect an interest calculation to fifteen [15) days beyond the date of the assessment. If payeent is sade after the interest computation date shown on the Notice, additional interest must be calculated. 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 003507 ........ fold ESTATE INFORMATION: SSN: 205-09-6378 FILE NUMBER: 2102-0096 DECEDENT NAME: STEFFY GENEVIEVE B DATE OF PAYMENT: 01/30/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 1 1/09/2001 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $97.68 REMARKS: TOTAL AMOUNT PAID: $97.68 SEAL CHECK#10505 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ..BUREAU OF INDIVIDUAL TAXES I*NHERZTANCE TAX DI*¥TS]*ON DEPT. Z80601 HARRI*SBURg, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE ZNHERZTANCE TAX STATEMENT OF ACCOUNT R ' NURREL R WALTERS ESQ '04 MAi~ 12 5q E MAIN ST MECHANICSBURG PA 1~ 7! :~,7 DATE 05-08-200q ESTATE OF STEFFY DATE OF DEATH 11-09-2001 FZLE NUMBER 21 02-0096 COUNTY CUMBERLAND ACM 101 Amoun( Remitted REV-160? EX 4FP (al-OS) GENEVIEVE B MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLTSLE, PA 17015 NOTE: To insure proper credi~ to your account, submit the upper port/on of this fore w/th your tax payeent. CUT ALONG TH]:S LINE ~'* RETAZN LOWER PORTZON FOR YOUR RECORDS REV-1607 EX AFP (01-03) #~K 'rNHERZTANCE TAX STATEMENT OF ACCOUNT ESTATE OF STEFFY GENEVIEVE B FZLE NO. Z1 02-0096 ACM 101 DATE 05-08-200q THIS STATEMENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACM ZN THE NAMED ESTATE. SHONN BELON 1S A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-19-200q PRINCIPAL TAX DUE: 1,q22.01 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) 11-25-2005 01-$0-200q CD005278 CD005507 .00 97.68- AMOUNT PAID 1,q22.01 97.68 ZF PAID AFTER THIS DATE, SEE REVERSE S/DE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE 1S LESS THAN $1, NO PAYMENT IS REQUIRED. ZF TOTAL DUE 1S REFLECTED AS A "CREDIT" TOTAL TAX CREDZT 1,qZZ.O1 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU MAY BE DUE A REFUND. SEE REVERSE STDE OF THIS FORM FOR /NSTRUCT'rONS. ) PAYMENT: Detach the top portion of this Notice and submit with your payment aada 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. -- [f NON-RESIDENT DECEDENT make check or money order payable to: COMMONNEALTN 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-IS13). Applications ara available at the Office of the Register of Wills, any of the 23 Revenue District Offices or from the Department's gq-hour answering service for fores ordering: 1-SOO-56Z-ZOSO) services for taxpayers with special hearing and / or speaking needs: 1-800-qq7-3ggO (TT only). REPLY TO: questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individua! Taxes, ATTN: Post Assessment Reviea Unit) Dept. ZSO601) Harrisburg) PA I71gB-g601) phane (717) 787-6505. DISCOUNT: Zf any tax due is paid within three (3) calendar months after the decedant'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 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 which became delinquent before January 1, 198g bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .O0016q. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOOq are: Interest Daily lntarest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 ZOZ .0005~8 1988-1991 llZ .000301 ZOO1 9Z .OOOgq7 1983 16Z .000q38 1992 9X .O00Zq7 ZOOZ 6X .O0016q 198q llX .O0030X 1993-199q 7Z .O0019Z 2003 5X .0001~7 1985 l~X .000356 1995-1998 92 .O00Zq7 200q qX .O001lO 1986 102 .O00g7q 1999 72 .00019Z 1987 92 .O00Zq7 ZOO0 82 .O00Z19 --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 ba calcuZated. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA l?lZB-060! COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1;q7 EX AFP MURREL R WALTERS ESQ 5q E MAIN ST MECHANICSBURG PA 17055 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-19-200q STEFFY 11-09-2001 21 02-0096 CUMBERLAND 101 Amount Remitted GENEVIEVE B 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 STEFFY GENEVIEVE B FILE NO. 21 02-0096 ACN 101 DATE 01-19-200q TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRATSED 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. Mortgages/Notes Receivable (Schedule O) (q) S. Cash/Bank Dapos~cs/M~sc. Personal Property (Schedule E) ($) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule O) (7) 8. Total Assets APPROVED DEDUCTTONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10, Debts/Mortgage L~abi1~t$os/L~ons (Schedule I) (10) 11. Total Deductions 12. Net Value of Tax Return 23;572.81 .00 .00 NOTE: To ~nsura proper credit to ~our account, submit the upper port,on .00 of this form w~th your .00 tax paymont. 17;25~.09 .00 (8) 9,225.75 .00 15. lq. NOTE: q0,825.90 DATE 11-25-2003 NUMBER CD003278 DISCOUNT INTEREST/PEN PAID (-) .O0 BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-26-2003 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 19. Principal Tax Duo TAX CREDITS: PAYMENT RECETpT .00 x O0 : .00 31,600.15 x Oq5= 1,q22.01 .00 x 1Z = .00 .00 X 15 : .00 (19)= 1,q22.01 ASSESSMENT OF TAX: 1S. Amount of Line lq at Spousal rate (15) 16. Amount of Line lq taxable at L;*noal/Class A rate (16). 17. Amount of L~na lfi at S~bling rata (17) 18. Amount of Line 1q ~axable at Collateral/Class B rate (18) AMOUNT PAZD 1,~22.01 refZect ~gures that include the totaZ of ALL returns assesseo to =ate. IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 1,qZZ.O1 .00 97.68 97.68 ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT ZS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) CharAtable/govornmontal Bequests; Non-elected 9115 Trusts (Schedule J) (15) . O0 Not Value of Estate Sub,oct to Tax (lq) 31,600.15 Z.F an assessment ~as issued oreviously, lines 14, 15 and/or 16, 17, 18 and 19 ~i11 (11) 9.22~. 75 (1:') 31,600.15 RESERVATION: PURPOSE OF NOTICE= PAYNENT: REFUND (CR): OBJECTIONS: ADNIN- 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 D (collateral) beneficiaries of the decedent after the expiration of any estate for lifo or for years, Um Coeaonaaalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class O (collateral) rate on any such future interest. To fulfill the requirements of Section ZlqO 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 NilZs printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, ahich was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). AppIications are available at the Office of the Register of Nills, any of the Z3 Revenue District Offices, or by calling the special Iq-hour answering service for forms ordering: 1-BOO-36Z-ZOBO; services for taxpayers aith special hearing and / or speaking needs: 1-800-447-30Z0 (TT only). Any party in interest not satisfied aith the appraisement, allowance, or disalloeance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of race[pt of this Not[ce by: --eritten protest to the PA Department of Revenue, Board of Appeals, Dept. ZelOZ1, Harrisburg, PA 17128-lOZ1, OR --election to have the matter determined at audit of the account of the parsanal 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 Reviaa Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. See page 5 of the booklet "instructions for Inheritance Tax Return for a Resident Decedent" (REV-1SO1) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedant's death, a five percent (BZ) 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 time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning aith first day of delinquency, or nine (9) months and one C1) day from the date of death, to the date of payment. Taxes ehich became delinquent before January l, 198Z bear interest at the rate of six (DZ) percent per annum calculated at a dally rate of .00016~. All taxes which became delinquent on and after January l, 19ag 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 2003 ara: Interest Daily Interest Daily Interest Daily Year Rata Factor Year Rate Factor Year Rate Factor 198Z ZOX . 000548 1987 9Z . 000247 1999 77. . O0019Z 1983 16Z .000q.38 1988-1991 117. .000301 ZOO0 87. .000Z19 198~ 117. .000301 1992 9Z . O00Z~7 ZOOl 9Z . O00Zq7 1985 13Z .000356 1993-199~ 7Z .000192 ZOOZ 6Z .000164 1986 lOX . 000274 1995-1998 9Z . O00Zq7 ZOO3 5Z . 000137 --Interest is calculated as foXloas: 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 data shown on the Notice, additional interest must be calculated.