Loading...
HomeMy WebLinkAbout93-0209COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~~~ ~ ~~NFk~RITANCE TAX BUREAU OF INDIVIDUAL TAXES -•,-r ~r,~~..: INHERITANCE TAX DIVISION ,'"~„ ti. _. i ~ST~',~.EMENT OF ACCOUNT PO BOX 280601 HARRISBURG PA 17128-0601 REV-1607 EX AFP C03-051 2QQ1 ~~ ~ ~ P~ ~' 37 DATE 10-22-2007 ESTATE OF LUHRS PEARL B ~~CF{~ CF DATE OF DEATH 02-26-1993 Q~P~~~~'~ ~~~~RT FILE NUMBER 21 93-0209 ~lJ}Y~ 1' ~ "~ , ~?{~ COUNTY CUMBERLAND VICKY ANN TRIMMER ACN 101 METTE ETAL BOX 5950 Amount Remitted 3401 N FRONT ST HARRISBURG PA 17110-0950 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------------------------------------------------------------------- REV-1607 EX AFP C03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF LUHRS PEARL B FILE N0. 21 93-0209 ACN 101 DATE 10-22-2007 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE. AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-01-2007 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID *** SUMMARY OF LL 005 PAYMENTS *** 10-01-2007 84,598.49- 175,618.21 01-18-96 AMNP PEN 13,654.38 .00 TOTAL TAX CREDIT BALANCE OF TAX DUE AMNESTY NON-PARTICIPATION PENALTY HAS BEEN ASSESSED INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL DUE IS LESS THAN B1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 91,019.72 91,019.72 .00 .00 .00 Via. ®.C. ~~~e 6.Y2 ,S'T~~'TJS ~P®~'~ REGISTER OF WILLS OF CUMBERLAND COUNTY, PEN~'vSYLV NIA Name of Decedent: Pearl B. Luhrs Date of Death: 2/26/1993 File Number: 21-93-0209 D.,,•~,,.,„~ *„ D., (1 r A.,lo ~ 1 7 T ,-o„~.,-t t1,~ f~llntzrina zz~ith racrzert to Cnm»1P.tirnl [1f t~le adllllrll$tratlOn Of L Ll1JUUllI LV L U. V.L,-. 1\l.llV V. 1..., 1 lr •~ ~a1v the above-captioned estate: 1. State whether administration of the estate is complete :.................... ~ Yes No 2. If the answe>"is No, state when the personal representative reasonably believes that the administration will be complete: June 2009 Dnte 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 Q No 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 ONo d. Copies of receipts, releases, joinders and approvals of formal or informal accounts maybe filed with the Clerk of the Orphans' Court and may be attached to this report. 1/11/2009 ~~ gna re of Person Filing rs F rm pacify: QPerso Representative x^Counsel Joel R. Zullinger L O~ i ~~~ L i ~'~.~ ~Qv _ I%' _,i`, .Nmne of Person Filing this Form 14 North Main Street, Suite 200 Address Chambersburg,. PA 17201 (717) 264-60._9 Telephaie Form Rbl'-l0 ren. 10-13.04 rn Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 ra __ ~, 4 c- .--~ ~~, -,,-, ~ ' ~ ;~ ~-_- ;" .. ,,,~, - ,_- -_' t i ~ ~~ ; '~.~ Date: 1/29/2009 --- t -. ~-~ .. ,._. , , ZULLINGER JOEL R ' ` -`~~ - __ ZULLINGER DAMS PC - ' ~ ~~ ` `~' -~ ~,,._~ 14 N MAIN ST STE 200 ~ c.a CHAMBERSBURG, PA 17201 ~~ RE: Estate of LUHRS PEARL B File Number: 1993-00209 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET N0. 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: 2/26/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~s~~/G1WV~Q~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 1/29/2009 LUHR HELENS D.A. ~ ^.; _ ~ c~ _T, 17 LLANDFAIR RD APT 311 ~-- _ ~ -? ARDMORE , PA 19 0 0 3 r' =~- _' ~i ~.~ - e - ~ - ; _: ~ ,~ -~ RE: Estate of LUHRS PEARL B ut File Number: 1993-00209 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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: 2/26/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~-~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel r r J 15056051047 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number Po Box 26oso1 INHERII~ANCE TAX RETURN Harrisburg, PA 17126-0601 RESIDENT DECEDENT 2 1 9 3 0 0 2 0 q ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death ' Date of Birth 1 9 9' 3 6'4 1 7'0 0 2 2 6 1 9 9 3 1 ?_ 1 4 1 8 9 9 Decedent's Last Name Suffix Decedent's First Name MI L 'u h r s _ P e a r 1 B (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS R~TURN MUST BE FILED IN DUPLICATE WITH THE FILL IN APPROPRIATE OVALS BELOW O 1. Original Return ~ O 4. Limited Estate ~ 6. Decedent Died Testate (Attach Copy of Will) O 9. Litigation Proceeds Received REGISTER nF WILLS I 2. SupplementalReturn O 4a. Future Interes Compromise (date of death after 12 12-82) O 7. Decedent Mai twined a Living Trust (Attach Copy f Trust) O 10. Spousal Pove y Credit (date of death between 12-3 -91 and 1-1-95) O 3. Remainder Return (date of death prlorto 12-13-82) O 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes O 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name I Daytime Telephone Number V i c k y A n n T r i m m e~ 7 1 7 2 3'.'2; 5 0=& 0 Firm Name (If Applicable) -~- --~- ~~~--~ -~- REGISTER OF WICLS USE ONLY' M e t t e E va n s & W o It'd s- i d e -- First line of address `~ ~ 3 4 0 1 N o r t h F r o o t ' S t r e e't Second line of address _ ' --' Box 59.5 0_ t. r:% City Or POSt Office State ZIP Code DATE FILED H a r r. i s' b u r €, _ P A 1 7 1 1 ~-0 9 .5 0 Correspondent's a-mail address Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct a d complete. Declaration of preparer other than the person 1 representative is based on all information of which preparer has any knowledge. SIGNATUR O® EF3$~~ SPO~J~S{64E FO F G R TURN `~ !~ h/O 17 Llanfair Road ~~311, Ardmore, PA 19003 SIGNATURE OF PRE-ARER~O'fHER THAN REPRESENTATIVE DATE - ADDRESS 71ettP_, JJVanS ~ wooaslae 3401 N. Front St., Harrisburg, ;PA 17110-0950 PLEASE USE O~tIGINAL FORM ONLY $ide 1 15056051047 15056051047 J f ~ ' REV-1500 EX Decedent's Name: Decedent's Social Security Number 1 9 9 3 6 4 1 7 0 RECAPITULATION ~', 1. Real estate (Schedule A) . .......................... ~L ............... .. 1. • 2. Stocks and Bonds (Schedule B) .....................', ............... .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorshiip (Schedule C) ... .. 3. 4. Mortgages & Notes Receivable (Schedule D) ........................... .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property ($chedule E) ...... .. 5. 6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... ... 6. • 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Proper) y (Schedule G) O Separate Billi Requested...... .. 7. 8. Total Gross Assets (total Lines 1-7) ................................. ... 8. 9. Funeral Expenses & Administrative Costs (Schedule H) .................. ... 9. 5 9 4 2 8 8 . 7 0 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............. I ... 10. 11. Total Deductions (total Lines 9& 10) ................. II............... I ... 11. 5 9 4 2 8 8. 7 0 12. Net Value of Estate Line 8 minus Line 11 ............' 12. { 5 9 4 7_ 8 8 7 0 ) 13. Charitable and Governmental Bequests/Sec 9113 Trusts fo~ which an election to tax has not been made (Schedule J) ..................... ... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ......L .............. ... 14. 1 5 1 6 9 ' 9 5 . 4 5 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICAB E RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 15. 16. Amount of Line 14 t able at lineal rate X .o ~ 1 5 1 6 9 19 5, 4 5 16. 9 1 0 1 9, 7 3 17. Amount of Line 14 taxable ' at sibling rate X .12 ', 17. 18. Amount of Line 14 taxable at collateral rate X .15 ~ 18. ..................19. 9 1 0 1 9. 7 3 19. TAX DUE ....................................... 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~ L 15056052048 15056052048 ~ide 2 15056052048 J -T REV-1500 EX Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME Pearl B. Luhrs STREET ADDRESS 1270 Baltimore Road CITY i STATE ZIP Shi ensbur PA 17257 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit ___ B. Prior Payments 126 , 6 7 7.05 C. Discount (1) Total Credits (A + B + C) (2) 91,019.73 126,677.05 35,657.32 3. InteresUPenalty if applicable D. Interest E. Penalty ', Total InteresUPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVEaPAYMENT. Fill in oval on Page 2, 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. ', (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. ', (58) Make Check Payable fo: f~EGISTER 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 b. retain the risht toidesmnatetwho shall use thee rode.,..tra~ ......................................................'..'.'....'..'..".,....,. ^ g g p p rty ~sferred 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 baulk account or security at his or her death? .............. ^ ^x 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. For dates of death on or after July 1, 1994 and before January 1, 1995, the tabs rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [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 zero (0) percent [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 zero (0) percent [72 P.S. §9116ka)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the d~cedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(x)(1)]. The tax rate imposed on the net value of transfers to or for the use of the dece~nt's siblings is twelve (12) percent [72 P.S. §9116(x)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with th decedent, whether by blood or adoption, ' , 1 ~ / REV-1511 EX+ (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCFIEDULE H FUNERALI EXPENSES & ADMINISTRATIVE COSTS -_ __ ESTATE OF FILE NUMBER Luhrs, Pearl B. 21-93-00209 l~bte of decedent mu t be reported on Schedule L ITEM NUMBER DESCRIP ION AMOUNT A. FUNERAL EXPENSES: 1. B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address City Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Retum Preparer's Fees 7, Interest an Federal Estate Tax -paid to IRS TOTAL (Also enter on line 9, Recapitulation) I $ (If more space is needed, insert additional sheets of the same size) State Zip 594, 188.ry0 594,188.9'0 . '~` REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Luhrs, Pearl B. FILE NUMBER 21-93-00209 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PRO ERTY RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE t TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)j ', Henry E.L. Luhrs Son 1/3 Helene D.A. Luhrs Daughter 1/3 Cheryl W. Keyler Granddaughter 1/12 Lawrence E. Welker, III Grandson 1/12 Henry E. Welker Grandson 1/12 Randall F. Welker Grandson 1/12 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THRO UGH 18, AS APPROPRIATE, ON RE V-1500 COVER SHEET [I 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 ~ E (If more space is needed, insert additional sheets of the same size) i` Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 09/25/2006 ZULLINGER JOEL R ZULLINGER DAVIS PC 14 N MAIN ST STE 200 CHAMBERSBURG, PA 17201 RE: Estate of LUHRS PEARL B File Number: 1993-00209 Dear Sir/Madam: This notice is to serve as a reminder that the Certificate of Notice under Rule 5.6(a) is due on the below listed date. 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 councel, within ten (10} days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing is due by: IO/10/2006 Please feel free to contact this office with any questions you may have. If you have already filed your certificate, please disregard this notice. Sinc rely, l?~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 09/25/2006 LUHR HELENE D.A. 17 LLANDFAIR RD APT 311 ARDMORE, PA 19003 RE: Estate of LUHRS PEARL B File Number: 1993-00209 Dear Sir/Madam: This notice is to serve as a reminder that the Certificate of Notice under Rule 5.6 (a) is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET N0.1, for decedents dying on or after July 1, 1992, the personal representative or his councel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing is due by: 10/10/2006 Please feel free to contact this office with any questions you may have. If you have already filed your certificate, please disregard this notice. Sin erely, ~~~. Glenda Farner Strasbaugh Clerk of the orphans' Court cc: File Counsel Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 09/25/2006 ZULLINGER JOEL R ZULLINGER DAVIS PC 14 N MAIN ST STE 200 CHAMBERSBURG, PA 17201 RE: Estate of LUHRS PEARL B File Number: 1993-00209 Dear Sir/Madam: This notice is to serve as a reminder that the Certificate of Notice under Rule 5.6(a) is due on the below listed date. 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 councel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing is due by: 10/10/2006 Please feel free to contact this office with any questions you may have. If you have already filed your certificate, please disregard this notice. Sinc rely, ~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 09/25/2006 LUHR HELENE D.A. 17 LLANDFAIR RD APT 311 ARDMORE, PA 19003 RE: Estate of LUHRS PEARL B File Number: 1993-00209 Dear Sir/Madam: This notice is to serve as a reminder that the Certificate of Notice under Rule 5.6 (a) is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET N0.1, for decedents dying on or after July 1, 1992, the personal representative or his councel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing is due by: 10/10/2006 Please feel free to contact this office with any questions you may have. If you have already filed your certificate, please disregard this notice. Sin erely, ~~~. .' Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ,. Estate of Pearl B. Luhrs Cumberland County Register of Wills CERTIFICATION OF NOTICE UNDER RULE 5.6(al Name of Decedent: Pearl B Luhrs Date of Death: 2/26/1993 Will No. 21-93-0209 Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 10/11/2006 Name Address Estate of Henry E.L. Luhrs, c/o Grace B. Luhrs 6020 LeLac Road Boca Raton FL 33496 Cheryl Keyler 5900 Minnatonka Drive Shorewood MN 55331 Randall Welker 14 Lloyd Place Wilmington DE 19810 Henry Welker 2524-D Shippensburg Road Biglerville PA 17307 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: no exceptions Date: 10/11 /2006 R.~ Signa re Name: Joel R. Zullinger ~~ { c _: - ~:~._ c= c_- r - c r~ ~. ~: ~__ Address: 14 North Main Street. Suite 200 Chambersburg PA 17201 Telephone(264) -6029 Capacity: Personal Representative X Counsel for Personal Representative '~ ~ Continuation of Certification of Notice Under Rule 5.6(a) Pearl B. Luhrs 2/26/1993 Page 1 Names and addresses Name Address Lawrence E. Welker, III 675 Trephanny Lane Wavne PA 19087 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE rAx o1v1s1oH Po 80X 280601 OF DEDUCTIONS AND ASSESSMENT OF TAX HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-OS) ~~ -.~~ ;-7 ~~ ~'l. rZ - = + ~ ~ ~ ~•~° -~ DATE 11-13-2006 ESTATE OF LUHRS PEARL B r! rv="( ~:;= DATE OF DEATH 02-26-1993 (,'; `~; ~ ' . _I~~ FILE NUMBER 21 93-0209 , - ' ' ~ r,"~, COUNTY CUMBERLAND ~~. JOEL R ZULLINGER _, ACN 101 STE 200 APPEAL DATE: 01-12-2007 14 N MAI N ST (See reverse side under Objections) CHAMBERSBURG PA 17201 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ----------------------- ~ RETAIN LOWER PORTION FOR YOUR RECORDS E- ----------------------------------- REV-1547 EX AFP (03-051 --------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LUHRS PEARL B FILE NO. 21 93-0209 ACN 101 DATE 11-13-2006 TAX RETURN WAS: ()() ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) [5) 1, 900.495.00 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (81 1,900,495.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ade. Costs/Misc. Expenses (Schedule H) (9) 11,045.00 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 11. Total Deductions [111 1 1 .04~ _ 00 12. Net Value of Tax Return (121 1 , 889 , 450.0 0 13. Charitable/Governwental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (141 2,111, 284.15 NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Awount of Line 14 at Spousal rate (15) •00 X 06 _ .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 2.111,284.15 X 06 - 126,677.05 17. Amount of Line 14 at Sibling rate (17) .00 X 00 - .00 18. Amount of Line 14 taxable at Collateral/Class B rate (181 .00 X 15 - .00 19. Principal Tax Due (lq1= 126,677.05 rex roenrre. DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 11-19-1993 XA855636 .00 13,310.05 06-30-2006 CD006903 103,497.00- 216,864.00 TOTAL TAX CREDIT 126,677.05 BALANCE OF TAX DUE .00 INTEREST AND PEN. .04 TOTAL DUE .04 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN Sl, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) _ _ __ Cumberland County - Register Of TnTills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 2/07/2007 ZULLINGER JOEL R ZULLINGER DAVIS PC 14 N MAIN ST STE 200 CHAMBERSBURG, PA 17201 RE: Estate of LUHRS PEARL B File Number: 1993-00209 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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: 2/26/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbau _ Clerk of the Orphans' Court cc: File Personal Representative(s) ` J Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 2/07/2007 LUHR HELENE D.A. 17 LLANDFAIR RD APT 311 ARDMORE, PA 19003 RE: Estate of LUHRS PEARL B File Number: 1993-00209 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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: 2/26/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, G1 e~asbau g~~ . Clerk of the Orphans' Court cc: File Counsel Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: 1356 Invoice Date: 3/28/2007 JOEL R ZULLINGER ESQ Estate of: Pearl B. Luhrs 14 NORTH MAIN ST SUITE 200 Estate No: 21-93-0209 ajw CHAMBERSBURG, PA 17201 Qty Fee Description Fee Total 1 Short Certificates 4.00 $4.00 Total: $4.00 Checks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OE INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES APpRAISEMENT, ALiOWANCE OR DISALLOWANCE INHERITANCE TAX OIYISION OF DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 280601 HARRISBURG PA 17128-0601 REY-1547 EX AFP (06-05) ,4 ~ , , ~` ~ ~ Rr;. ~ ATE 10-08-2007 " ~ ~' s ~ ' "` STATE OF LUHRS PEARL B DATE OF DEATH 02-26-1993 FILE NUMBER 21 93-0209 ~~ '_" ~' - i' COUNTY CUMBERLAND VICKY ANN TRIMMER r;i.;~ `' ACN 101 METTE ETAL BOX 5950 APPEAL DATE: 12-07-2007 3 4 0 1 N F R O N T S T (See reverse side under Objections HARRISBURG PA 17110-0950 Ae~ount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS E~ _ _______________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LUHRS PEARL B FILE N0. 21 93-0209 ACN 101 DATE 10-08-2007 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. 02 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2 Stocks and Bonds (Schedule B) C2) ,Op credit to your account, . 00 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00 6. Jointly Owned Property (Schedule F) C6) .00 7. Transfers (Schedule G) (7) .00 8 ets t l A T (8) .00 o a ss . APPROVED DEDUCTIONS AND EXEMPTIONS: 594,288.70 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00 11. Total Deductions (11) 594.288.70 12. Net Value of Tax Return C12) 594,288.70- 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 1,516,995.45 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate C15) •00 X 06 = .00 16. Amount of Line 14 taxable at lineal/Class A rate (16) 1 , 516, 995.45 X 06 = 91 , 019.72 17. Amount of Line 14 at Sibling rate (17) •00 X 00 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00 19. Principal Tax Due (lg). 91,019.72 IAA I.RCLl IJ' PAYMENT DATE REC IPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 11-19-1993 XA855636 .00 13,310.05 NOTE: AMNESTY NP 01-18-1996 AMNP PEN 13,654.38 .00 PENALTY ASSESSED 06-30-2006 CD006903 84,598.49- 216,864.00 10-01-2007 SBADJUST .00 .04 TOTAL TAX CREDIT 145,575.60 BALANCE OF TAX DUE 54,555.88CR INTEREST AND PEN. .00 TOTAL DUE 54,555.88CR ^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUES A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 2/04/2008 ZULLINGER JOEL R ZULLINGER DAVIS PC 14 N MAIN ST STE 200 CHAMBERSBURG, PA 17201 RE: Estate of LUHRS PEARL B File Number: 1993-00209 Dear Sir/Madam: -, n - _..~ ; , ~ ~~ . , . i , ; .: -. -- -; ` .. _ ~ ~ _,i --_. ;-° .a ,- - This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET N0. 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: 2/26/2008 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~_ ~ ~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 2/04/2008 LUHR HELENE D.A. C` '-~ r~ - ~;~ -; i ..,, ;; --, ,_.~ - , _,~ ~- ' , `:_ .a _, i 17 LLANDFAIR RD APT 311 ARDMORE, PA 19003 RE: Estate of LUHRS PEARL B File Number: 1993-00209 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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 witY1 the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 2/26/2008 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh~ Clerk of the Orphans' Court cc: File Counsel Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Pearl B. Luhrs Date of Death: 2/26/1993 File Number: 21 93 0209 Pursuant to Pa. O.C. Rule 6.12, 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 ^ 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 b. The sepazate 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 ^ 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. Dare: 2/12/2010 cy cb N i1 c.~ ~__ _ = u.. O c_; ~ >._ , ~~~~> ~ ~ cn tl `-,' ~ ._L, . ~-~-- o ~ c :_ ~ v c~+ Signs of Person Filing t is F Capacity: ^ Personal Representative Counsel Joel R. Zullinger Name of Person Filing this Form 14 North Main Street. Suite 20 Address Chambersburg PA 17201 (717)264-6029 Telephone Form RW-10 rev. 10.13.06 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 - -.-,~ , , -~ ,f ;- , ... Phone: (717) 240-6345 r' ` ' ~'' t, _ n Z~10 JAS 27 A~1 !0= 47 CLERK 0~ QRPI-!~~\~~ ~~~~~~ Date: 1/27/2010 ZULLINGER JOEL R ZULLINGER DAMS PC 14 N MAIN ST STE 200 CHAMBERSBURG, PA 17201 RE: Estate of LUHRS PEARL B File Number: 1993-00209 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COU]2T 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 i~he Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 2/26/2010 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report,, please disregard this notice. ~,~z~z Glenda Farnei- Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 ,;-~ .. „ zr~fo ~~~ 2 ~ a~ r®: 4 ~ Date: 1/27/2010 C! ~,~t( ~P ~4RPyrrt~'V`:i ~'r~Grr~T . t , PA, LUHR HELENE D.A. 17 LLANDFAIR RD APT 311 ARDMORE, PA 19003 RE: Estate of LUHRS PEARL B File Number: 1993-00209 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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 t;he Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 2/26/2010 Please feel free to contact this office with any quE~stions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glen a arner ras a~ Clerk of the Orphans' Cou cc: File Counsel