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03-0589
PETITION FOR PR. OBATE and GRANT OF LETTERS Estate of Jeannette B. Hinkel No. 21-03- ~q also known as IV/A, Deceased. To: Social Security No.: 577-01-5586 Register of Wills for the County of Cumberland in the Commonwealth of Penn-sylvania The petition of the undersigned ~ly represents that: Your petitioners who are 18 years of age or older and the Executrices named in the last will of the above decedent, dated June 26, 1987, and codicil(s) dated None. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 514 Hinkel Lane, Boiling Springs, PA 17007 (South Middleton Township). ~ then 90 years of age, died June 17, 2003, at Carlisle Regional Medical Center, Carlisle, PA 17013. Except as follows, decedent did not marry, was not divorced and did not have a child bom or adopted aRer execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: No Exceptions. 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 Peansylvani~ (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania situated as follows: 514 Hinkel Lane, Boiling Springs, PA 17007. $ 200,000.00 $ $ $.,, 140,000.00 WHEREFORE, petitioners respectfully request the probate of the presented herewith and ~/g~. of letters Testamentary thereon, last will and codicil(s) Ann H. Neimer 514 Hink¢l Lane , p. 0. (xoOtq Boiling Springs, Pa 17007 717-258-3412 (It) 717-731-1900 x20 (3/0 u336 Springtield Road Shippensburg, PA 17257 71%776-4O44 (II) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) SS ) The petitioners above-named swear or affirm that the stmements in the foregoing petition are tree and correct to thc best of thc knowledge and belief of petitioners and that as personal representatives of thc above decedent petitioners will well and truly administer the es~___te according to law. Sworn to or affirmed and subscribed before me f~~ thi,~QI 2x/;; day of (~., j)~__ ,2003 _j Ann H. Neimer - ~ ~ Otto, FirSt Oei~y, R~i~id~'~~ ~// Margaret O. Estate of Jeannette B. Hinkel, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW July f~ ,2003, in consideration of the petition on the reverse side hereot~ satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated June 26, 1987, described therein be admired to probate and filed of record as thc last will of Jeannette B. Hinkel, and Letters Testamentary are hereby granted to Ann H. Neimer and Margaret O. Lccd. 'Donna M.' O~o, First Oel~ut~,rRe~t~ of W'dls~~ FEES Probate, Letters, Etc ...... $ ,30~. OO Short Certificates ( ) ..... $ ~/5. Oo TOTAL ~ $, ~lolo. O© Robert R. Black, Esquire 36 South Hanover Street Carlisle, PA 17013 (717) 243-3727 (06267) Filed: July ~'[ ,2003 0~ 7-~,2- 0-.5 105.805 REV 9/86 This is to certi~ that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to thc State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9284148 No. Local Registrar/ JUN 2 0 20 3 Date 90 COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH * VITAL RECORDS CERTIFICATE OF DEATH Hinkel ~Female 577 -- ~1 _5586 · · . June 17,~0~3 ranton ~L°.~s,,~ E~,.., Gr/ Jeannette B. Cumberland Carlisle Elementary 514 Hinkel Lane ^c .... Boiiing Springs~Po.ITO07 CumberIand John Newbaker Bastress n H. Neimer June 24,2003 9-L tater Ann Okeson g$ Penns' · ~olly Spr£ng's ~emetery · 17007 65 E Du~ ~f13 (o~ AS A CO~S~OUE NCE o~: [] ,,,oD c LAW OFFICES LANDIS. BLACK, JOHNSON & $CHORPP CARLISLE. PENNSYLVANIA 1 ?013 LAST WILL AND TESTAMENT OF JEANNETTE B. HINEEL I, JEANNETrE B. HINKEL, of South Middleton Township, Cumberland County, Pennsylvania, make this Will, revoking all my former wills and codicils. ITEM I: I direct that all my just debts, fune'ral expenses and adminis- tration expenses, including my grave marker, shall be paid from the assets of my estate as soon as practicable after my decease. IT~4 II: I devise and bequeath my real estate in South Middleton Town- ship, including my home, barn and approximately twelve (12) acres, to my daugh- ter, Ann H. Neimer, or her issue. ITEM III: I devise and bequeath my fifteen (15) units of Pennsylvania Insured Municipal Income Trust, Selries 60 (IM-IT) to my daughter, Ann H. Neime~ or her issue. ' ITEM IV: I devise and bequeath my One Thousand Nine Hundred Thirty- seven (1,937) shares of U.S. Government Alliance Bonds to my daughter, Margaret O. Leed, or her issue. ITEM V: I devise and bequeath the residue of.my estate, of every nature ~-----~wherever situate, in equal shares, to my two (2) daughters, Ann H. Neimer and Margaret O. Leed, or their issue living on the thirty-first day fol- lowingmy death, per stirpes. ITEbi VI: I nominate and appoint the Farmers Trust Company, Carlisle, Pennsylvania, guardian of any property which passes, either under this Will or otherwise, to a minor. Said guardian shall hold, manage, invest and reinvest any property received by the guardian, shall collect the income therefrom, and shall apply so much of the net income, and, if the net income is insufficient, so much of the principal of said property held for such beneficiary as the guardian shall deem necessary or advisable for such beneficiary's health, main- tenance, support and complete education. The guardian shall accumulate ~y sur- plus net income annually and add the same to the principal of the property held for such beneficiary. When such beneficiary attains the age of eighteen (18) years, all property shall be distributed to such beneficiary, or to such beneficiary's estate in the event of death prior thereto. ITEM VII: No interest of any beneficiary hereunder in either the prin- cipal or income of my estate shall be subject or liable in any manner to anti. pation, pledge, assignment, sale, transfer, charge or encL~nbrance, whether vol- untary or involuntary, or for any liabilities or obligations of such en of any type. ITEM VIII: 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. LAW OFFICES LANDIS, BLACK, JOHNSON & $CHORPP 2ARLISLE, PENNSYLVANIA 17013 ITEM IX: I appoint my two (2) daughters, Ann H. Neimer and Margaret O. Leed, or the survivor of them, Executrices of this, my Last Will. ITEM X: I direct that neither my Executrices nor their successors shall be required to give bond for the faithful performance of their duties in any jurisdiction. I~ r~ESS ~OF, ~ ~~ I, have1987, hereunto set my hand this Z day of Jeannette B. Hinkel Re preceding instr~nent, consisting of this and one (1) other typewritten page, each identified by the signature of the Testatrix, Jeannette B. Hinkel, was, on the day and date thereof, signed, published and declared by Jeannette B. Hinkel, the Testatrix therein named, as and for her Last Will, in the pre- sence of us, who, at her request, in her presence and in the presence of each other, have subscribed our names as witnesses thereto. Page 2 of 2 Pages I.AW OFFICES ANDIS, BLACK, NSON &. SCHORPP I.E, PENNSYLVANIA 17013 CON--TH OF PENNSYLVANIA ) : COUNTY OF CUMBE~ ) SS. We, JEANNETTE B. HINKEL , ROBERT R. BLACK , and ,.~.. , the Testatrix and the witnesses, respective- ly, whose names are signed to the attached or foregoing instrument., being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will, and that she had signed willingly (or willingly directed another to sign for her), and that she execut- ed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness, and that to the best of her knowledge the Testatrix was at the time eighteen years of age or older, of sound 'mind and under no constraint or undue influence. Testatrix Jeannette B. Hinkel Witness Robert R. Black Subscribed, sworn to and acknowledged before me by Jeannette B. Hinkel , Testatrix, and subscribed and sworn..to befloFp me by Robert R. Black and /~i ~. ~,~t~f9 witnesses, this~'~ .~day of ~C~c~ , 19J8~. MARY ANN GORA/L,M~I, Notary Publ|¢ Carl~,:le. Cumb.~d~nd Co., Pa. - '~:"~' ¢,~nt. 19, '19~7 JF_ANNETTE B. HINKEL LAW OFFICES LANDIS, BLACK. JOHNSON & SCHORPP CARLISLE, PENNSYLVANIA SOUTH HANOVER STREET CERTIFICATION OF NOTICE UNDER RULE 5.6 (c) Name of Decedent: Jeannette B.Hinkel Date of Death: June 17, 2003 Will No.: 21-03- 0~'~: ~ To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on' July 'Z"b-, 2003 Name Ann H. Neimer, Margaret 0. Leed, Address pO~I~°t' 514 Hinkel Lan~Boiling Springs, PA 17007 536 Springfield'Road, Shippensburg, PA 17257 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None. Date: Robert R. Black, Esqurie 36 South Hanover Street Carlisle, Pennsylvania 17013 Telephone (717) 243-3727 Capacity:~ Personal Representative X Counsel for Personal Representative 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 003020 BLACK ROBERT R ESQUIRE 365 HANOVER STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 577-01-5586 FILE NUMBER: 2103-0589 DECEDENT NAME: HINKEL JEANNETTE B DATE OF PAYMENT: 09/1 6/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 06/17/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $14,000.00 TOTAL AMOUNT PAID: 4,000.00 REMARKS: ANN H NEIMER&MARGARETO LEED C/O ROBERK BLACK ESQUIRE SEAL CHECK# 106 INITIALS: JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 !"' :Z I.U tU 0 UJ n~ REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENFS NNdE (LAST. RRST. AND MDDLE INITIN_) Hinkel, Jear~tte B. 06/17/2003 109/14/1912 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, RRST, AND MIDOLE INITIAL) N/A OFFICIAL USE ONLY FIR~3n~%~lack FILE NUMBER 21 -03 0 5 8 9 TF[__EPHONE NUMBER (717) 243-3727 SOCIAL SECURITY NUMBER 577 - 01 - 5586 TH~ RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS D2. ~ Relum [] 3. Remainder Return (e,admm, pm,~, s2-s3-~2) [~ 4a. Fulum Inleresl Compromise (,m~ ~a,am am,, s2-~2~) [] 5. Federal Estate Tax Return Req~ D 7. DecedentMainlainedaUvingTmst(~ad, a~y,~Tms~ 0 8. To~l Number of Safe Deposit Boxes [] 10. Spousal PovedyCredil(,~,,,m~amba,,,e,~l-~ar, ds-~.a~ [] 11. Election lo tax under Sec. 9113(A)(~;a~Sd, O) CO~ MAILING AODRESS l~bert R. Black, Esquire T~ s & Black 36 South Hanover Street Carlisle, PA 17013 151,557.00 365,264.65 0.00 0.00 21,783.73 0.00 63r213.72 OFFICIAL USE ONLY (8) 601,819.10 (11) 24~935.25 (1~ 576,883.85 (1~ 0.00 (14) 576,883.85 1. Real Estate (Schedule A) (1) 2. Slecks and Bonds (Schedule B) (2) 3. ck~,~, He~ Conx~a~, ~ or ,s~.p,m~,xa~ (3) 4. Modgages & No~s Recei~ (Scfledule D) (4) 5. Cash, m,,,k Oepo~ & M~mneous ~ ~ (5) (Sc~c~ E) 6. ~J~y Owned Prope~y (~ F) (6) 7. Inter-V'n~os Transfem & ~ ~ Pmpe~ (7) (Sched~ G or L) ~. Tom Gross Assm (t~ Unes 1-?) 9. Funera Expe.~ & ~,,i~ve Coas (~ ~) ~o. De~s of Decedent, Mortgage Ua~a~s, & Uens (Sched~e ~) (10) 11. T~al aeductkms (mm Unes 9 & 10) 12. m~t Vame of Estoto (Une ~ na~us Une 11) x .0_ (15) x .045 (16) 25,959.78 x .12 (17) x .15 (18) (19) 25,959.78 13. Chadlable and Govemmenlal Be(N~ 9113 TnJsls for wflich an election to tax has net been made (Schedu~ J) 14. Net Value Subject to Tax (Line 12 mi~us Line 13) 15. Amount of Une 14 laxal~e et the spousal tax rate, or Imnsfers under Sec~ 9116 (a)(12) 16. Amount of Line 14 laxable et rmeal rate 576,883.84 17. Amount of Line 14 taxalfle at sibling rate 18. Amounl of Line 14 laxalde et celeteral rate 19. Tax Due 20. 24,408.49 526.76 Decedent's Complete Address: P.O. Box 4 Boiling Springs Tax Payments and Credits: 1. Tax Due (Page 1Une 19) A. Spous;d Poverty Cmd~ B. P~:~r Pm~m~ents C. Discount ISTATE PA I ZIP 17007 14,000.00 736.82 (1) 25,959.78 3. Interest/Penalty if applicable Total Credits (A + B + C ) (2) 14,736.82 D. Interest E. Pe.a~ty Total Interest/Penalty ( D + E ) ffUne 2 is greatm'than Une I + Une 3, enterlhe difference. This is lhe OVERPAYMENT. Check box on Pa~l I.Jn~ ~ to r~u~t a mftmcl 5. If Line I + Une 3 is greater lhan I. ine 2, enter lhe o,~erence. This is ihe TAX DUE. (3) 0.00 (4) (5) 11,222.96 (SA) 0.00 (5B) B. Enter lhe lotal of Une 5 + SA. This is #m BALANCE DUE. 11,222.96 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did dacedent make a transfer and: Yes No a. retain lhe use or income of lhe prope~y ffansfen~; .......................................................................................... [] [] b. retoin the rfght to deskjnato who shall use Ihe propmty lranefermd or its income; ............................................ [] [] c. retain a mversiona~ intoms~ or ........................................................................................................................ [] [] d. receive the promise for life of eilhor payments, benefits or care? ...................................................................... [] [] 2. Ifdealhoccu~aflerDecem~er12, 1982, did decedent lran~ properly eilhin one year of de~ .......................... , ................................................................................... [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE ~CItEDULE G AND RLE IT A~ PART OF THE RETURN. Rni I ina .qt~-i nc~:~ _ PA 17~07 .~b So~th Banove~ St. reet, C~cl&sle, PA ~.A~ ;~-'S~S~LE FOR FILING RETURN ' ~ ~ ~- ~p~-~pr~ield ~d ~hi~Ar,~m~; D~ 17757 17013 For dates of daalh on or altar July 1, 1994 and before Janumy 1, 1995, ~e fax tale imposed on the ~ ~ d ~ ~ m~ ~ ~ d~ ~ ~ b 3% r/2 P.S. ,~9116 (a) (1.1) (i)]. For dates of dealh ne or after January 1, 1995, the tax rate imposed on the net value of Iransfers to or for Om use of the suwiving spouse is 0% [72 P.S. ~9116 (a) (1.1) ¢)]. The stotote does not exem~_ a transfer to a smviving spouse from lax, and the slatulmy mquirmmmts for disclosure of assets and tiring a tax retom am ~l app,cable even if the lax rate imposed on ~ net value of Iransfem from a deceased child twenly-(x~ yearn of age or younger at dealh to or for the use of a natural parent, an adap6ve parent, x a steppamnt of lhe child is 0% [72 P.S. §9116(a)(1.2)]. the tax rato imposed on the net value of transfers to or for ihe use of the decedents lineal i)mmfziades is 4.5%, except as noted in 72 RS. §9116(12) [72 p.s. §9116(aX1)]. 'he lax rato imposed on Ihe net value of b-ansfers to or for ihe use oflhe decede~l,s sil3rmgs is 12% r/2 RS. ,~H16(aXI.3)]. A sib#ng is defined, mxfor Section 9102, as an E~t~ of Hinkel, Jeaflnette B. SCHEDULE A REAL ESTATE File Number 21-03-0589 An red property owned sddy or as a tenant in common must be reported at fair market value. Fair mark~ valu~ is defined as thc pr/c~ at which would be exchanged ~ a willim~ 1myer and a willing s~ller, ne~h~ bg~g o~ed to Imy ~ m~i, both ~ ~e ~ ~ ~ ~ i~d properly s~ch b Jointly-owned with right o~mrvlvors~p must ~e ~ ~u ~lmlul~ F. Item Number 1. Description All those two certain tracts of land with a dWelling house and other buildings thereon erected in South Middleton Township, Cumberland County, Pennsylvania, which was conveyed by John S. McLaughlin and Aria Geraldine McLau~ his wife, to Richard E. I-Ymkel and Jeannette B. Hinkel, his wife, by deed dated May 7, 1963, and recorded in Cumberland County Deed Book "V", Volume 20, Page 458, containing: A. Tract No. 1 - 4 acres and 104 perches, more or less. B. Tract No. 2 - 10 acres and 41 perches, more or less. Tax I.D. No. 40-I 1-0286-050. Assessment - $144,340.00. The said Richard E. Hinkel died June 15, 1987. LESS, HOWEVER, all that certain tract of land conveyed by Richard E. ITmkel and Jeannette B. I-Iinkel to Lee C. Trostle and Margaret O. Trostle by deed dated September 6, 1972, and recorded in Cumberland County Deed Book "IY', Volume 24, Page 448, containing 2.914 acres as per a survey by T. A. Neff, Registered Surveyor, dated August 4, 1972. Value - assessment ($144,340.00) times common level ration (1.05)= $151,557.00. See attached tax bill. Value at Date of Death $151,557.00 TOTAL (Also enter on line 1, Recapitulation) $151,557.00 Estate of Jeannette B. Hinkel SCHEDULE B STOCKS & BONDS File Number 21-03-0589 Item Numbe 10. 11. 12. 13. 14. 15. 16. 17. 18. (AH property jointly-owned with Right of Survivorship m,~t be dl~c~ on .~:ch~_edu~ Ir.) Description 1,937 shares of Alliance Bond Fund (U.S. Government Portfolio A) CUSIP 018528-40-6 (~ $7.61 per share. 147 share of BellSouth Corp. CUSIP 079860-10-2 ~ $26.82 per share. 564 shares of CSX Corp. CUSIP 126408-10-3 ~ $30.59 per share. 1,295 shares of Dominion Resources, Inc. CUSIP 25746U-10-9 ~ $65.05 per share. 1,334 shares of Exxon Corp. CUSIP 302290-10-1 (~ $37.67 per share. 3,182 shares of Exxon Mobil Corp. CUSIP 30231G- 10-2 (~ $37.67 per share. 334 shares of Fortune Brands, Inc. CUSIP 349631-10-1 ~ $53.87 per share. 334 shares of General Motors Corp. CUSIP 370442-10-5 ~ 39.14 per share. 100 shares of Illinois Tool Works, Inc. CUSIP 452308-10-9 ~ $68.08 per share. 72 shares of Lucent Technologies, Inc. CUSIP 549463-10-7 ~ $2.13 per share. 413 shares of SBC Communications, Inc. CUSIP 783876-10-3 ~ $25.55 per share. 100 shares of Tupperware Corp. CUSIP 899896-10-4 ~ $16.06 per share. 90 shares of Verizon Communications CUSIP ~ $39.97 per share. 33 shares of AT&T Corp. CUSIP 001957505 ~ $20.05 per share. 233 shares of Delphi Automotive Corp. CUSIP 2471261-10-5 ~ $8.91 per share. 54 shares of Comcast Corp. CUSIP 20030N101 ~ $33.59 per share. 729.5045 shares of Nuveen PA Premium Income Municipal Fund 2 0qPY) Account 27380 ~ $11.38 per share. 169.379 shares of First Investors Insured Tax Exempt Fund-A, account OEV20000911184-9 (~ $10.85 per share. TOTAL (also enter on line 2, Recapitulation) Value at Date of Death $14,740.57 $3,942.54 $17,252.76 $84,239.75 $50,251.78 $119,865.94 $17,992.58 $13,072.76 $6,808.00 $153.36 $10,552.15 $1,606.00 $3,597.30 $661.65 $2,076.03 $1,813.86 $8,301.76 $1,837.76 $358,766.55 CONTINUA~ON SCHEDULE Continuation of Schedule B Estate of File Number Jeannette B. Hink¢l 21-03-0589 Item Numbe r 19. 20. 21. 22. (All property jointly-owned with Right of SurvivoFship must be disclosed on Schedule F. Description Total from page 1 of Schedule B. 469.305 shares of Scudder Managed Muni Bond Fund - Class S account 66-9963690160 (~ $9.53 per share. 13 units of PA Insured Municipals Income Trust CUSIP 708838-52-9 (~ $117.35 per share. 39 shares of Agere Systems account 6033203 (~ $2.41 per share. 54 shares of AT&T Wireless Services CUSIP 002009A106 ~ $7.52 per share. TOTAL (also enter on line 2, Recapitulation) Value at Date of Death $358,766.55 $4,472.48 $1,525.55 $93.99 $406.08 $365,264.65 SCHEDULE E CASH, BANK DEPOSITS & MISC. PERSONAL PROPERTY Estate of Hinkel, Jeannette B. File Number21_03.0589 Item Va~e st D~e Number Descril~m of ~ 1. $715.89 Checking account at M&T Bank no. 1267841. Date of death balance $715.89. See attached letter. Savings account at M&T Bank no. 15004200081046. Date of death balance $18,980.27. See attached letter. Professional Insurance Services, refund. Commonwealth of Pennsylvania, PSERS, pro-rated salary due. See attached letter. Commonwealth of Pennsylvania, PSERS, medical benefit payment. Roy D. Guttshall, auctioneer, appraisal of personal property. See attached. $18,982.59 $336.45 $770.43 $126.37 $852.00 TOTAL (also enter on line 5, Recapitulation) $21,783.73 ~ ] SCHEDULE G ] IPiTER- VOS TR S RS & MISC. NON-PROBATE PROPERTY Estate of ffmkel, Jeannette B. File Nunber 21-03 -0589 D~SCRIPTION OF PROPERTY Conseco Annuity Assurance policy #0N975113. /nsured Jeannette B. Hinkel. Beneficiaries: A. Ann H. Neimer B. M~rgarm O. L~d See attached letters. DATE OF DEATH VALUE OF A,~ET $34,606.86 $34,606.86 % OF DECD,$ EXCLUSION TAXABLE 50% $3,000.00 $31,606.86 50% $3,000.00 $31,606.86 TOTAL(Also enter on line 7, Recapitulation' $63,213.72 Estate of ITEM NUMBER 1. 2. 3. 1. 2. 3. 5. 6. 7. 8. 9. 10. 11 12. 13. 14. 15. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FFmkel, Jeannette B. File Number 21-03-0589 DESCRIPTION Funeral Expenses: Ewing Brothers Funeral Home, professional services Eby Granite Works, lettering headstone Administrative Costs: Personal Representative Commissions - NONE Attorney Fees, Landis & Black Family Exemption Claimant: Ann H. Neimer 514 Hinkel Lane, P.O. Box 4 Boiling Springs, PA 17007 Relationship of Claimant to Decedent: Daughter Probate Fees, see below. Accountant's Fees Tax Return Preparer's Fees, final tax return, estimate Register of Wills, Probate Will and Short Certificates The Sentinel, advertise Letters Testamentary Cumberland Law Journal, advertise Letters Testamentary Register of W"flls, file Pennsylvania inheritance tax return MetEd Co., invoice Roy D. Guttshall, Auctioneer, personal property appraisal PSERS, return unearned retirement check M&T Bank, return U.S. Government unearned pension benefits Reserve to close Estate and file Releases AMOUNT $7,545.00 $85.00 $0.00 $9,000.00 $3,500.00 $0.00 $500.00 $366.00 $88.43 $75.00 $15.00 $113.56 $40.00 $1,046.50 $1,534.00 $5O0.00 TOTAL (Also enter on line 9, Recapitulation) $24,408.49 Estate of SCHEDULE I DEBTS OF DECEDENT MORTGAGE !,IABIIJTIES AND LIENS Hinkel, Jeannette B. File Number 21-03-0589 Inc!-,~ unr~imbu~ed med_Ac~l e~.~es. Item Nnmher 1. 2. Description West Shore EMS, invoice. Three Springs Family Practice, invoice. TOTAL (Also enter on line 10, Recapitulation) $498.36 $28.40 $526.76 SCHEDULE J BENEFICLARIES EMMe of File Number Hinkel, Jeannette B. 21-03-0589 Relationship to Decedent Amount or Share Number Name and Address of Person(s) Receiving Property Do Not Uat Truatee(s) of Estate I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. Ann H. Neimer Daughter 50% 514 Hinkel Lane P.O. Box 4 Boiling Springs, PA 17007 SSN: 175-34-7917 2. Margaret O. Leed Daughter 50°,6 536 Shippensburg Road Shippensburg, PA 17257 $SN: 198-30-1728 ENTER DOtLAR AUOUNTS FOR D~mmunoNs SHOWN ABCNE ON L~NES 15 THROUGH 17. AS APPROPRIATE, ON REV 1500 COVER SHE~ II. NON-TAXABLE DISTRIBUTIONS A. Spousal d'~dributions under Section 9113 for which an election to tax is no~ being made. B. Charitable and Governmental Distributions TOTAL OF PART # - Enter T~al Non-Taxable ~ on Une 13 of REV 1500 Cover Shee~ LAST WILL AND TESTAMENT OF JFANNFrT~ B. HINKEL LAW OFHCES LANDIS. BLACK, INSON & SCHORPP .gEE, PENNSYLVANIA 1701 } I, JEANb~ B. HINKEL, of South Middleton Township, Cumberland County, , make this Will, revoking al/ my former wills and codicils. ITeM I: I direct that all my just debts, funeral expenses and adminis- tration expenses, including my grave marker, shall be paid from the assets of my estate as soon as practicable after my decease. IT~W II: I devise and bequeath my real estate in South Middleton Town- ship, ~c~g my home, barn and approximately twelve (12) acres, to my daugh- ter, Ann H. Neimer, or her issue. ITeM III: I devise and bequeath my fifteen (15) units of Pennsylvania Insured Municipal Income Trust, Series 60 (IM-IT) to my daughter, Ann H. or her issue. , ITt~i IV: I devise and bequeath my One Thousand Nine Hundred Thirty- seven ~ shares of U.S. Government Alliance Bonds to my daughter, Margaret O. Leed, or her issue. ITEM V: I devise and bequeath the residue of.my estate, of every nature and wherever situate, in equal shares, to my two [2) daughters, Ann H. Neimer and Margaret O. Leed, or their issue living on the thirty-first day foi- l°wing my death, per stirpes. ITt~! VI: I nominate and appoint the Farmers Trust ~any, Carlisle, Pennsylvania, guardian of any property which passes, either under this Will or otherwise, to a minor. Said guardian shall hold, manage, invest and reinvest any property received by the guardian, shall collect the income therefrom, and shall apply so much of the net income, and, if the net income is insufficient, so much of the principal of said property held for such beneficiary as the guardian shall deem necessary or advisable for such beneficiary,s health, main- tenance, support and complete education. The guardian shall accumulate any net income annually and add the same to the principal of the property held such beneficiary. When such beneficiary attains the age of eighteen (18) years, all property shall be distributed to such beneficiary, or to such beneficiary,s estate in the event of death prior thereto.. ITEM VII: No interest of any beneficiary hereunder in either the prin- cipal -or income of my estate shall be subject or liable in any manner to antici- pation, pledge, assignment, sale, transfer, charge or encumbrance, whether vol- untary or involuntary, or for any liabilities or obligations of such engagement.¢ of any type. ITM VIII: 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 frc~ my residuary estate as a part of the expense of the administration of my estate. ITEM I×: I appoint my two (2) daughters, Ann H. Neimer and Margaret O. Leed, or t~e survivor of them, Executrices of this, my Last Will. IT~ X: I direct that neither my Executrices nor their successors shall be required to give bond for the faithful performance of their dnties in any jurisdiction. 1987. _ Je~mette B. Hinkel The preceding instrunent, consisting of this and one (1) other typewritten page, each identified by the signature of ~?esta~trix, Jeannette B. Hinkel, was, on the day and date thereof, signed, p ~ished and declared by Jeannette B. Hinkel, the Testatrix therein named, as and for her Last Will, in the pre- sence of us, who, at her request, in her presence and in the presence of each other, have subscribed our names as witnesses thereto. LAW OFFICES LANDIS, BLACK, h'~SON ,St SCHORPP ;LF_, PENNSYLVANIA 17013 Page 2 of 2 Pages C,(]ivI4CNWF~3H OF PENN~V~A ) COUNTY oF CI~4BF, RLAND ) SS. We, J~ B. HINKEL , · ROBBRT R. BLACK , and ly, whose names '~ ' are signed to the attached or foregoing instrument., being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her' Last Will, and that she had signed willingly (or willingly directed-another to sign for 'her), and that she execut- ed it as her free and voluntary act for the purposes therein expressed, and that .each of the witnesses, in the presence and hearing of. the Testatrix, signed the Will as witness, and that to the best of her knowledge the Te~ was at the time eighteen years of age or older, of sound 'mind and under no constraint or undue influence. TeStatrix Jeannette . Hinkel Witness Robert R. B~lack Witness ANDIS. BLACK, WSON & SCHORPP .F~ PENNSYLVANIA 1701 Sub.scri~bed, sworn to and acknowledged before me Dy oeannette B. Hinkel , Testatrix, and subscribed and sworn .to before me by Robert R. Black and -~'~f ~ ~,~3 MARY ANN GORAL~N, Notary Public Carlfvle, Cumberland Co., Pa. ..... :~"~ e".nt 19, '19R7 T~ YEAR DATE AS~$SMENT BILL NO. 2003-04 REAL ESTATE TAX NOTICE ** SCHOOL ** JULY 1 2003 SOUTH MIDDLETON SCHOOL DISTRICT MAKEC~E~C:ICSPAYA~LHT~ m 144,340 2428 JUDY A CAMPBELL 717-258-6517 W MONDAY 10-8PN 6 HOPE DRIVE TUESDAY&WEDNESDAY 10-5:30PM CLOSED WKS 5-26-03-6-1-03&721-26-03 PO BOX 300 BOILING SPRINGS PA 17007 CLOSED HOLIDAYS )I~0~AND~ APPROX. 12 ACRES 10+ Acres With Buildings ACCT NO 40-11-0286-050 HINKEL, RICHARD E PO BOX 4 BOILING SPRINGS PA 17007 THIS BILL TO YOUR MORTGAGE COMPANY IF UNPAID BY 12/17/03 TAXES WILL BE TURNED OVER TO CUMBERLAND CO. TAX CLAIM BUREAU. $1.00 FEE FOR ADD'L RECEIPTS REQUESTED September 11, 2003 Law Offices Landis & Black 36 South Hanover Street Carlisle, PA 17013 499 Mitchell Street, Millsboro, DE 19966 F~t~te of Jeannette B. Date of I~ath: June 17~ 2003 Socket! Security Number:. 577.-01--5586 Dear Mr. Black: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. Account Type. .......................... Checking Account Account Number ....................... 1267841 Ownersh/p {Names o]). .............Jeannette B. Hinkel Opening Date ........................... 07/07/95 (account closed 08/05/03) Balance on Date of Death. .........$715.89 Accrued Interest $ 0.00 Total ...................................... $715.89 2. Account Type~ .......................... Savings Account Account Number ....................... 15004200081046 Owners/dp {Names o)~. .............Jeannette B. Hinkel \ Opening Date ........................... 07/07/95 (account closed 08/05/03) B~l_ once on Date of Death. ......... $18,980.27 Accrued Interest $ 2.32 Total ...................................... $18,982.59 Sincerely, Charlene Warrington, Associate I (302) 934-2722 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCltOOL EMPLOYlr. i%q' RETIREMENT SYSTEM M,,!r_mg Addr~s PO Box 125 Harrisburg PA 17108-0125 June 30,2003 ToE-Free- 1-888-773-7748 (1-888-PSERS4U) ~- 717-787-8540 ANN H NEIMER PO BOX 4 514 HINKEL LN BOILING SPRINGS 5 North 5th Street Harrisburg PA PA 17007 RE: Jeannette Hinkel S.S.# 577-01-5586 Dear Ms. Neimer: Thank you for your correspondence. A prorated payment of $670.43 for the period of June 1, through June 17, 2003, was due Jeannette Hinkel, and is now payable to you and Margaret O. Leed in equal shares, as the designated beneficiaries. An additional amount of $100.00 is also due you and Margaret O. Leed in equal shares. This payment is for the premium assistance that was scheduled to be paid to Jeannette Hinkei for the month in which death occurred. Please provide the current address of Margaret O. Leed. /~7/L~ - ~ /--~~-~-~ The June 30, 2003 payment of $1,046.50 has already been electronically transferred to Farmers Trust Company, account #15004200081046. Please reimburse PSERS for the overpayment of $1,046.50. Make your check or money order payable to PSERS and send to the mailing address shown. ~' a~_,,~~w,~[~;~E%~se~ is PSERS Health Options Program information sheet which applies to any surviving spouse or dependent(s) of the deceased member. A 1099-R will be sent which will report the deceased member's income for the year 2003. This form will be necessary for the preparation of the final income tax return. 1099-R's are generated and issued at the end of the calendar year. There will be no further benefits payable from this account. Please include the decedent's name and social secudty number with all correspondence. Conseco Services, L.L.C. P.O. Box 1982 Annuity Claims Deparhnent H3J Carmel, IN 46082-1982 August 5, 2003 Ann H. Neimer Box 4 Boiling Springs, PA 17007 CONSECOo Step up.~ Company: Conseco Annuity Assurance Insured: Jeanette Hinkel, deceased Policy Number: 0N975113 Dear Ms. Neimer, Your claim on the a~ove mentioned contract has been approved and processed. The benefits have been calculated as follows: Face Amount Interest Total Net Proceeds $ 34606.86 $106.66 $ 34,713.52 The total net proceeds in the amount of $34713.52 have been credited to your new BENEFITNOW ACCOUNT. Within the next 7-10 days, you will receive a packet, which will contain your Confirmation Certificate of Deposit, your personalized checkbook used for withdrawing from your BENEFITNOW ACCOUNT and additional information about the BENEFITNOW ACCOUNT features. If you have any questions after your BENEFIT NOW ACCOUNT packet arrives, please contact BISYS at 1-800-331-4631, for assistance. Sincerely, ]anae ~oraCing Claims Adjuster Ce: Robert R. Black Conseco Services, L.L.C. P.O. Box 1982 Annuity Claims Depax hnent H3J Carmel, IN 46082-1982 August 18, 2003 Margaret Leed 536 Springfield Road Shippensburg, PA 17257 CONSECO, Step up.~ Company: Conseco Annuity Assurance Insured: Jeanette Hinkel, deceased Policy Number: 0N975113 Dear Ms. Leed: Your claim on the above mentioned contract has been approved and processed. The benefits have been calculated as follows: Face Amount Interest Total Net Proceeds $ 34606.86 $136.53 $ 34743.39 The total net proceeds in the mount of $34743.39 have been credited to' your new BENEFITNOW ACCOUNT. Within the next 7-10 days, you will receive a packet, which will contain your Confirmation Certificate of Deposit, your personalized checkbook used for withdrawing from your BENEFITNOW ACCOUNT and additional information about the BENEFITNOW ACCOUNT features. If you have any questions at~er your BENEFIT NOW ACCOUNT packet arrives, please contact BISYS at 1-800-331-4631, for assistance. Sincerely, Janae Pording Claims Adjuster CC: Robert Black, Attorney at Law BUREAU OF ZNDZVZDUAL TAXES ZNHERZTANCE TAX DTV/SION DEPT. 2806nl HARRZSBURG, PA 17128-0601 ROBERT R BLACK ESQ LANDIS 8 BLACK $6 S HANOVER ST CARLISLE COMMONWEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE NOTZCE OF ZNHERZTANCE TAX APPRAZSENENT, ALLONANCE OR DZSALLO#ANCE OF DEDUCTZONS AND ASSESSMENT OF TAX DATE 05-05-200q ESTATE OF HINKEL DATE OF DEATH 06-17-2005 FZLE NUMBER 21 03-0589 COUNTY CUMBERLAND ACN 101 REV-Z$~7 EX AFP (81-05) JEANNETTE B ADoun'l: ReD/'l:ted d PA 1701.3 MAKE CHECK PAYABLE AND REMZT PAYMENT TO: REGTSTER OF W]'LLS CUHBERLAND CO COURT HOUSE CARLTSLE, PA 17015 CUT ALONG THZS LZNE I1~ RETAZN LOWER PORTZON FOR YOUR RECORDS ~ REV-Z547 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSENENT, ALLOWANCE OR DZSALLOWANCE OF DEDUCT]:ONS AND ASSESSMENT OF TAX ESTATE OF HINKEL JEANNETTE B FZLE NO. 21 05-0589 ACN 101 DATE 05-05-200q TAX RETURN #AS: ( ) ACCEPTED AS FZLED (X) CHANGED SEE ATTACHED NOTZCE RESERVATZON CONCF. RNZNG FUTURE ZNTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) $. Closely Held S~ock/Partnership Znterast (Schedule C) ($) q. Mortgages~No,es Receivable (Schedule D) (q) $. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) (5) 6. Jointly Owned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Asse~s APPROVED DEDUCTZONS AND EXEMPTZONS: 9. Funeral Expenses/AdD. Costs/N/sc. Expenses (Schedule H) (9) 10. Deb~s/Hor~gage L/ab/1/~/es/L/ans (Schedule Z) (10) 11. To,al Daduc~/ons 12. Ne~ Value of Tax Re~urn 151z557.00 365126~.65 .00 .0O Z1~785.75 .00 NOTE: To insure proper credi~ ~o your account, subD/~ ~ha upper por~/on of ~h/s ford w/~h your ~ax payDen~. 69~Z15.72 (B) 607,819.10 Zq,q08.q9 526.76 (11) 2~.q3~.2~ (12) 582,885.85 13. lq. NOTE: Char/~able/governDental Bequests; Non-elected 9115 Trusts (Schedule J) (15) .00 Ne~: Value of Es~a~a Subjec~ to Tax (lq) 582,885.85 Zf an assessment ~as issued previously, lines 14, 15 and/or 16, 17, 18 and 19 ~11~ reflect flgures that include the total of ALL returns assessed to date. UI$COUNT (+) ZNTEREST/PEN PAZD (-) 756.8q ASSESSMENT OF TAX: 16. Aeoun~ of Line lq a~ Spousal ra~e 16. ADoun~ of L/ne lq ~axabla a~ Lineal~Class A ra~e 17. Aeoun~ of Line lq at S/bl/ng ra~e 18. ADoun~ of L/ne lq ~axabla a~ Collateral/Class B ra~e 19. Pr/ncipel Tax Duo TAX CREDZTS: PAYMENT / ,eCEZPT DATE NUMBER 09-16-2005 CD0050Z0 INTEREST IS CHARGED THROUGH 05-18-200q AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE S~DE OF THZS FORM AMOUNT PAZD lq,O00.O0 TOTAL TAX CREDZT BALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE 78.58 11,570.81 ( ZF TOTAL DUE ];S LESS THAN $1, NO PAYMENT ZS REQUZRED. IF TOTAL DUE 1S REFLECTED AS A 'CRED/T" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE S/DE OF TH/S FORM FOR ZNSTRUCTIONS.) IF PA/D AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATZON OF ADDZTZONAL ZNTEREST. 1q,756.8q I ll,q92.q5 RESERVATION: Estates of decedents dying on or before December 1Z, 198Z -- if any futura interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for lifo or for years, tho Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance Taxes at the lawfut Class B (collatara1) rate on any such futura interest. PURPOSE OF NOTZCE: PAYHENT: REFUND (CR): OBJECT[OHS: ADH/N- ISTRAT[¥E CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To ~ulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act 25 of ZOO0. (TZ P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF NILLS~ AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania inheritance and Estate Tax" (REV-ISiS). Applications ara available at the Office of the Register of Hills, any of tho Z$ Revenue District Offices, or by calling the special Zq-hour answering service for forms ordering: 1-800-56Z-ZO50; services for taxpayers with special hearing and / or speaking needs: 1-800-~47-50Z0 (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 shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Bapartmant of Revenue, Board of Appeals, Dept. ZelOZl, Harrisburg, PA 171ze-Iozi, 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 bo addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. Ssa page 5 of the booklet "[nstrucUons far Inheritance Tax Return for a Resident Decedent" (REV-lEO1) for an axplanaUon of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decadent's death, a five percent (SI) discount of the tax paid is allowed. The l~X tax amnesty non-participation penalty is computed on the total of tho tax and interest assessed, and not paid before January Ia, 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 data of death, to the date of payment. Taxes which became delinquent before January l, 198Z bear interest at the rate of six (6X) percent per annum calculated at a daily rate of .00016~. A11 taxes which became delinquent on and after January 1, 198Z will bear interest at a rate which will vary fraa 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 Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ ZOZ .000548 ~"~-1991 11Z .000501 ~ 9X .O00Zq? 1985 16Z .O00q3B 1992 92 .0002~7 ZOOZ 6Z .O0016fi 198~ 11Z .000301 1995-1994 7Z .000192 2005 5Z .000137 1985 13Z .000556 1995-1998 9Z .O00Zq7 ZOOq 4Z .000110 1986 lOX .O00Z7q 1999 7Z .00019Z 1987 IOZ .O00Z7q ZOO0 7Z .OO019Z --Interest calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUHBBR OF DAYS DELINQUENT X DAILY INTBREST FACTOR --Any Hotico issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date o{ the assessment. If payment is made after the interest computation date sheen on the Notice, additional interest must be calculated. REV-1470 EX (6-88) INHERITANCE TAX COMMONVVEALT. OF PENNSYLVANIA EXPLANATION DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES OF CHANGES DEPT. 280601 HARRISBURGr PA 17128-0601 DECEDEN3~S NAME Jeannete B Hinkel FILE NUMBER REVIEWED BY 2103-0589 Sandra J Eslinger ^CN 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES G I Annuities are fully taxable with no exclusion. Row Page 1 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 003948 BLACK ROBERT R 36 S HANOVER STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 577-01-5586 FILE NUMBER: 2103-0589 DECEDENT NAME: HINKEL JEANNETTE B DATE OF PAYMENT: 05/1 8/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 06/17/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $11,570.81 TOTAL AMOUNT PAID: $11,570.81 REMARKS' MARGARET O LEED AND ANN H NEIMER CO ROBERT BLACK CHECK//113 INITIALS: SK SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF TNDTVZDUAL TAXES TNHER/TANCE TAX DTVTS/ON DEPT. 280601 HARR'rSBURG, PA 171Z8-0601 ROBERT R BLACK ESQ LANDIS & BLACK 56 S HANOVER ST CARLISLE PA 17015 CONMONHEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEHENT OF ACCOUNT DATE 06-1q-ZOO4 ESTATE OF HINKEL DATE OF DEATH 06-17-2005 FILE NUHBER 21 03-0589 COUNTY CUNBERLAND ACN 101 Amount: Reei'l:'~ed REV-Z(~07 EX AFP C01-03) JEANNETTE HAKE CHECK PAYABLE AND RENZT PAYNENT TO: REGISTER OF 1dILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper cred:~: ~:o your account:, subei~ ~he upper portion of ~h~s fore wi~h your ~ex payeen~. CUT ALONG THIS LINE ~ RETAIN LOgER PORTION FOR YOUR RECORDS '~ ESTATE OF HI'NKEL JEANNETTE B FILE NO. Z1 05-0589 ACN 101 DATE 06-1~-200~ THTS STATENENT TS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN ]tN THE NANED ESTATE. SHONN BELON ZSA SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYNENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 05-O$-ZOOR PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYHENTS (TAX CREDITS): 26,229.27 PAYHENT RECEIPT DISCOUNT (+) ANOUNT PAID DATE NUNBER INTEREST/PEN PAID (-) 09-16-2005 05-18-2004 CD005020 CD005948 ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDZT]tONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT" 736.8~ 78.38- 1~,000.00 11,570.81 TOTAL TAX CREDIT 26,229.27 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU NAY BE DUE A REFUND. SEE REVERSE S]tDE OF THIS FORN FOR INSTRUCTIONS. PAYMENT: Detach the top portion of this Notice and submit mith 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 ~/TLLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: CONMONNEALTH 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 end Estate Tax" (REV-1313). Applications are available at the Office of the Register of gills, any of the 23 Revenue District Offices or fram the Department's Iq-hour answering service for forms ordering: 1-860-36Z-ZO50) services for taxpayers with special hearing and / or speaking needs: 1-800-447-30Z0 (TT only). REPLY TO: Questions 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 17128-0601t phone (717) 767-6SOS. D~SCOUNT: If any tax duo 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 15X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of deIinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes mhich became delinquent before January It 198Z bear interest at the rate of six (6g) percent per annum calculated at a daily rate of .000164. Al1 taxes which became detinquent on and after January 1, 198Z w111 bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. Interest Daily Interest Daily Year Rata Factor Year Rate Factor Year 198Z ZOZ .OOO348 1988-1991 11Z .000301 Z001 1983 16Z .000438 199Z 9Z .000Z47 ZOOZ 1984 1IX .000301 1993-1994 72 .00019Z ZOO3 1985 132 .000356 1995-1998 9Z .000Z47 ZOO4 1986 102 .O00Z7~ 1999 7Z .00019Z 1987 9Z .000247 ZOO0 8Z .OOOZX9 The applicable interest rates far 198Z through 2004 are: Interest Daily Rate Factor 9X .000Z47 6Z .000164 SZ .000137 4Z .00011D --Interest is calculated as folloas: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. [f payment is made after the interest computation date shown on the Notice, additional interest must be calculated. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 5/18/2005 BLACK ROBERT R 36 S HANOVER STREET CARLISLE, PA 17013 RE: Estate of HINKEL JEANNETTE B File Number: 2003-00589 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: 6/17/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, Ad" ,~-U J4A/j,."j GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge uR Register of Wills of Cumberland County Name of Decedent: STATUS REPORT UNDER RULE 6.12 ~NAI€1f( /?7,#/NI!.eL- Date of Death: Estate No.: zc,02) -o~rf1 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Ru1es, 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 0 No~ 2". If the answer is No, state when the personal r~~~entative reasonably believes that the administration will be complete: z.o6 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 0 No 0 b. The separate Orphans' Com 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 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be sJ~~;hedmdrlsrepmt , ffiJjVJ1~ Slgnature I{O(l;&{Q~ ({ ~ N~~:;, -AI I+NO kfZo. c;:, <(: a!<L,I~~ /"'14 (70$ Address ( (--11 ()~ Z If ~~?-,~f ~ephone No. Capacity: Q1.ersonal Representative ~ounsel for personal representative Date: c:. etA - Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 NameofDecedent: ;Jf~€1'[f" (}.If{N/(eL Date ofDeath: (pjrllUJ03 Estate No.: ~2/- tJ3- (j ~f'C; 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 III No 0 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 0 No R 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 !Z1 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. 3/'1 12IJ{)~ _ J -~~ Signature ~()/J€R1 r< ~ Name 3h 5 i/Atb~,e ~~ CI!!<.US/.E (fIJ. 1"70/3 Address rJI1,-z,if3-3/~7 Date: Telephone No. C::I : 1 '" I , Capacity: 0 Personal Representative [KCounsel for personal representative ~1;