HomeMy WebLinkAbout03-0810PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
Estate of CATHERINE MARIE RUDY
also known as
Social Security No. 201183970
No. ~~11~::
To;
Register of Wills for the
Deceased. County of CUMBERLAND in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older, appl les
(d.b.n.; pendente lite; durante absentia; durante minoritate)
for letters of administration
on the estate of
the above decedent.
Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with
h er last family or principal residence at 914 Wertzville Road~ East Pennsboro Twp.~ Enola, PA
(list street, number, Twp. or Boro.)
Decedent, then 78 years of age, died 9115103
at Harrisbur.q Hospital~ Harrisburg~ Dauphin County~ Pennsylvania
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 properW in County
Value of real estate in Pennsylvania
situated as follows:
941 Wertzville Road~ Enola~ East Pennsboro Township~ PA 17025
$ 5~000.00
$
$
$ 100,000.00
Petitioner after a proper search ha s
the following spouse (if any) and heirs:
Name
Paul L. Rudy~ Jr.
Kathleen D. Yasalonis
Marie K. Garvey
Denis L. Rudy
Jay N. Rudy
Betty E. MaRaro
Leon D. Rudy
Son
DauRhter
DauRhter
Son
Son
Daughter
Son
ascertained that decedent left no will and was survived by
Relationship
Residence
P.O. Box 29
Shermansdale PA
17090
219 Center Street
Enola PA 17025
603Wayne Street
Enola PA 17025
P.O. Box 119
Shermansdale PA 17090
640 Mumper Lane
Dillsburli PA 17019
703 Apple Drive
Mechanicsbur~l PA 17055
P.O. Box 193, 5 Water Street
Franklintown PA 17323
THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the
appropriate form to the undersigned.
,~//d ~~~ ~ P.O. Box 29
Shermansdale
Paul L. Rudy, Jr. J ~/~
PA 17090
CATHERINE MARIE RUDY
Continuation of Petition for Grant of Letters of Administration
Page 1
Heirs
Name
Ronald L. Rudy
Shirley A. Stahler
Rex T. Rudy
Relationship
Son
DauRhter
Son
Residence
403 Jennifer Drive
New Cumberland PA
1707F
4807 Delbrook Road
Mechanicsbursl PA 1705G
914 Wertzville Road
Enola PA 17025
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1
COUNTY OF CUMBERLAND) SS
The petitioner(s) above-named swear(s) or affirm(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 above decedent petitioner(s) will well and
truly administer the estate according to law.
Sworn to or affirgked and sabscribed
befg. re me this ~7-w' day of
Esta~ of CATHERINE MARIE RUDY
, Deceased
GRA*I'qT OF LETTERS OF ~MINIST~TION
AND NOW (~)C_-Vc~ t~.~l~ ~:>, ~:_~'¢-x-'z.~ , in consideration of the petition on
the reverse side hereof,~ati~ctory proof having been presented before me,
IT IS DECREED that
is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration
are hereby granted to
PAUL L. RUDY~ JR.
in the estate of CATHERINE MARIE RUDY
FEES
Letters of Administration ...... $
Short Certificates ( ) ...... $
ARenunciation ............ $
- ~-~/~ $ /~-~
TOTAL_ $
Filed .~ ~ ....... A.D.~
MURREL R. WALTERS III, ESQ
24849
ATTORNEY (Sup. Ct. I.D. No.)
54 EAST MAIN STREET
MECHANICSBURG PA 17055
ADDRESS
717-697-4650
PHONE
RENUNCIATION
In Re Estate of CATI-IERINE MARIE. RUDY, deceased.
To the Register of Wills of Cumberland County, Pennsylvania
The undersigned, Kathleen D. Yasalonis, daughter of the above decedent,
hereby renounces the right to administer the estate and respectfully asks that Letters
of Administration be issued to Paul L. Rudy, Jr.
WITNESS my hand this o,9~,-~day of
2003.
(Address)
COMMONWEALTH OF PENNSYLVANIA ·
COUNTY OF
SS:
AND NOW, this 26 day of ~5~Z)r- ,2003, before me, the
undersigned officer, personally appeared Kathleen D. Yasalonis, known to me (or
satisfactorily proven) to be the person whose name is subscribed to the instrument,
and acknowledged that he executed same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
RENUNCIATION
In Re Estate of CATHERINE MARIF. RUDY, deceased.
To the Register of Wills of Cumberland County, Pennsylvania
The undersigned, Marie K. Garvey, daughter of the above decedent, hereby
renounces the right to administer the estate and respectfully asks that Letters of
Administration be issued to Paul L. Rudy, Jr.
WITNESS
my hand this day of
2003.
Marie K. Garvey
(AddreSs)
COMMONWEALTH OF PENNSYLVANIA ·
SS:
COUNTY OF ~ ~,,~L/ad-~,d_~ .
NOW, this .~q~/day of ~ , 2003, before me, the
AND
undersignedofficer, personally appeared Klarie K. Garvey, known to me (or
satisfactorily proven) to be the person whose name is subscribed to the instrument,
and acknowledged that he executed same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
Notary Public
" NOTARIAL SEAL
DEBORAH L. RYAN, NOTARY PUBLIC
CITY OF MECHANICSBURG, CUMBERLAND COUNTY J
MY COMMISSION EXPIRES JUNE 11, 2006
RENUNCIATION
In Re Estate of CATHERINE MARIE RUDY, deceased·
To the Register of Wills of Cumberland County, Pennsylvania
The undersigned, Denis L. Rudy, son of the above decedent, hereby
renounces the right to administer the estate and respectfully asks that Letters of
Administration be issued to Paul L. Rudy, Jr.
WITNE~..S my hand this ·~?'"~ day of
~]o-~eax j~-/~ 2003.
Denis L. Rudy
(Address)
COMMONWEALTH OF PENNSYLVANIA ·
SS:
COUNTY OF ~~ ~/g ~z2~.,tJ ~
AND NOW, this c5L~2~ day of ~ ,2003, before me, the
undersigned officer, personally appeared Denis L. Rudy, known to me (or
satisfactorily proven) to be the person whose name is subscribed to the instrument,
and acknowledged that he executed same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
Notary Public
NOTARIAL SEAL
DEBORAH L. RYAN, NOTARY PUBLIC
CITY OF IaECH/~IICSBURG, CUMBERLAND COUNTY
MY COMMISSION EXPIRES JUNE 11,2006
RENUNCIATION
In Re Estate of CATHERINE MARIR RUDY, deceased.
To the Register of Wills of Cumberland County, Pennsylvania
The undersigned, Jay N. Rudy, son of the above decedent, hereby renounces
the right to administer the estate and respectfully asks that Letters of Administration
be issued to Paul L. Rudy, Jr.
WITNESS
my hand this '~.~[~ day of '~,~,~ 2003.
Jay N.~-~tdy
(Address)
COMMONWEALTH OF PENNSYLVANIA ·
SS2
COUNTY OF ~-/-~,~,~z-,4 ~ ·
AND NOW, this -q-9 ~-~day of~ ,2003, before me, the
undersigned officer, personally appeared JayhN. Rudy, known to me (or satisfactorily
proven) to be the person whose name is subscribed to the instrument, and
acknowledged that he executed same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
Notary Public
NOTARIAL SEAL
DEBORAH L. RYAN, NOTARY PUBLIC
CITY 0F MECHANICSBURG, CUMBERLAND C0UNTYI
MY COMMISSION EXPIRES JUNE 11,2006
RENUNCIATION
In Re Estate of CATHERINE MARI~. RUDY, deceased.
To the Register of Wills of Cumberland County, Pennsylvania
The undersigned, Betty E. Magaro, daughter of the above decedent, hereby
renounces the right to administer the estate and respectfully asks that Letters of
Administration be issued to Paul L. Rudy, Jr.
WITNESS
my hand this
c~?~day of ~Wg]Z.~&y2003.
Betty E. ~garo ~
COMMONWEALTH OF PENNSYLVANIA
.~~~ (Address)
SS:
COUNTY OF ~,q.~t~'~z~v/) ·
AND NOW, this oZq~ day of ~z.~. ,2003, before me, the
undersigned officer, personally appeared Betty E. Magaro, known to me (or
satisfactorily proven) to be the person whose name is subscribed to the instrument,
and acknowledged that he executed same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
Notary Public '
NOTARIAL SEAL I
DEBORAH L. RYAN, NOTARY PUBLIC I
CITY OF MECHANICSBURG, CUMBERLAND COUNTY[
MY C01VlMISSION EXPIRES JUNE 11. 2006
RENUNCIATION
In Re Estate of CATI~RINE MARIF. RUDY, deceased.
To the Register of Wills of Cumberland County, Pennsylvania
The undersigned, Leon D. Rudy, son of the above decedent, hereby
renounces the right to administer the estate and respectfully asks that Letters of
Administration be issued to Paul L. Rudy, Jr.
WITNESS my hand this 6~k~~'~ day of
(Address)
COMMONWEALTH OF PENNSYLVANIA ·
COUNTY OF ~_.g .o,'//~ ~/Z/_,q.,,q0 ·
sow, ,2003, me,
undersigned officer, personally appeared VLeon D. Rudy, known to me (or
satisfactorily proven) to be the person whose name is subscribed to the instrument,
and acknowledged that he executed same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
Notary Public
NOTARIAL SEAL
DEBORAH L. RYAN, NOTARY PUBLIC
I
CITY OF MECHANICSBURG, CUMBERLAND COUNTY
MY COMMISSION EXPIRES JUNE 11, 2006 I
RENUNCIATION
In Re Estate of CATI-IERINE MARI'F RUDY, deceased.
To the Register of Wills of Cumberland County, Pennsylvania
The undersigned, Ronald L. Rudy,
renounces the right to administer the estate
Administration be issued to Paul L. Rudy, Jr.
WlTNES~.'i~, my hand this ~, ~ day of
son of the above decedent, hereby
and respectfully asks that Letters of
.a('~ fT'g~6'~ ~-- 2003.
Ronald L. Rudy
(Address)
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF
AND NOW, this ~ff~ day of ~
.~_ ,2003, before me, the
undersigned officer, personally appeared Ronald L. Rudy, known to me (or
satisfactorily proven) to be the person whose name is subscribed to the instrument,
and acknowledged that he executed same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
Notary Public
NOTARIAL SEAL
DEBORAH L. RYAN, NOTARY PUBLIC
CITY OF MECHANICSBURG, CUMBERLAND COUNTY
MY COMMISSION EXPIRES JUNE 11,2006
RENUNCIATION
In Re Estate of CATHERINE MARl'R. RUDY, deceased.
To the Register of Wills of Cumberland County, Pennsylvania
The undersigned, Shirley A. Stahler, daughter of the above decedent, hereby
renounces the right to administer the estate and respectfully asks that Letters of
Administration be issued to Paul L. Rudy, Jr.
WITNESS my hand this c~ ~ day of
~rn/yef 2003.
Shirley A. Sta%
(Address) -~tO ! ? 0.5 0
COMMONWEALTH OF PENNSYLVANIA ·
SS:
COUNTY OF ~,~'~ ~./o.:.,0-w~ '
AND NOW, thiscY~'~f~ daaY eOafr~ , 2003, before me, the
undersigned officer, personally pp y . Stahler, known to me (or
satisfactorily proven) to be the person whose name is subscribed to the instrument,
and acknowledged that he executed same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
Notary Public
' N OT,,N:IIAL SEAL
DEBORAH L. RYAN, NOTARY PUBLIC
CITY OF MECHANICSBURG, CUMBERLAND COUNTY!
MY COIVllVlISSION EXPIRES JUNE 11, 2006
RENUNCIATION
In Re Estate of CATHERINE MARIE RUDY, deceased.
To the Register of Wills of Cumberland County, Pennsylvania
The undersigned, Rex T. Rudy, son of the above decedent, hereby renounces
the right to administer the estate and respectfully asks that Letters of Administration
be issued to Paul L. Rudy, Jr.
WITNESS my hand this
day of
~ e ~3r'em~e-t' 2003.
Rex vi'. Rudy U
(Address)
COMMONWEALTH OF PENNSYLVANIA '
SS:
COUNTY OF ~tr,,~,~/-~ z.,+,vD .
AND NOW, this ..co day of ~ffi ,2003, before me, the
undersigned officer, personally appeared Rex T. Rudy, known to me (or
satisfactorily proven) to be the person whose name is subscribed to the instrument,
and acknowledged that he executed same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
Nota/,._2_ -~-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: CATHERINE MARIE RUDY
Date of Death:
September 15, 2003
Will No.
Admin. No. 21-2003-810
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the
Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned
estate on October 10, 2003.
Name Address
Kathleen D. Yasalonis
Marie K. Garvey
Denis L. Rudy
Jay N. Rudy
Betty E. Magaro
Leon D. Rudy
219 Center Street, Enola, PA 17025
603 Wayne Street, Enola, PA 17025
P.O. Box 119, Shermansdale, PA 17090
640 Mumper Lane, Dillsburg, PA 17019
703 Apple Drive, Mechanicsburg, PA 17055
P.O. Box 193, 5 Water Street, Franklintown, PA 17323
Ronald L. Rudy 403 Jennifer Drive, New Cumberland, PA 12070
Shirley A. Stahler 4807 Delbrook Road, Mechanicsburg, P~17050
Rex T. Rudy 914 Wertzville Road, Enola, PA 1702/5/
Paul L. Rudy, Jr. P.O. Box 29, Sh~r. mansda~PA 17//fl90
Notice has now be en given to all persons entitled~)o ~~ 6 (a) except: NONE' / ~/ ~/
Date: 10/10/03
Murrel R. Walters, III, Esquire
54 East Main Street
Mechanicsburg, PA 17055
(717) 697-4650
Capacity:
Personal Representative
X Counsel for personal representative
CONi~MONWEALTH 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 0O3689
WALTERS MURREL R III
54 E MAIN STREET
MECHANICSBURG, PA
17O55
........ fold
ESTATE INFORMATION: SSN: 201-18-3970
FILE NUMBER: 2103-081 0
DECEDENT NAME: RUDY CATHERINE MARIE
DATE OF PAYMENT: 03/17/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUM BERLAN D
DATE OF DEATH: 09/15/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $1,216.57
REMARKS:
.... SEAL
CHECK#122
TOTAL AMOUNT PAID:
$1,216.57
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
REV-159 ^ + (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
I--
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U.I
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL'
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
RUDYF CATHERINE MARIE
DATE OF DEATH (MM-DD-Year) I DATE OF BIRTH (MM-DD-Year)
09/15/2003 I 04/29/1927
{IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
OFFICIAL USE ONLY
FILE NUMBER
2 I -0 3 0 8 1
COUNTY CCOE YEAR NUMBER
SOCIAL SECURITY NUMBER
2 O I -- I 8 - 2 9 7 O
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
r~l. Odginal Retum
'-']4. Limited Estate
[--]6. Decedent Died Testate (Attach copy of Will)
--]9. Litigation Proceeds Received
[~]2. Supplemental Retum
~] 4a. Future Interest Compromise (date of death after 12-12-82)
7. Decedent Maintained a Living Trust (A~ch copy of Trusl)
D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
r~ 3. Remainder Retum (dateofdealhpriorto 12-13-82)
D5. Federal Estate Tax Return Required
__ 8. Total Number of Safe Deposit Boxes
D11. Election to tax under Sec. 9113(A) (Attach Sch O)
THIS SECTION MUST BE COMPLc I cD. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
MURREL R. WALTERS III ESQ.
FIRM NAME (if Applicable)
TELEPHONE NUMBER
7171697-4650
54 EAST MAIN STREET
MECHANICSBURG
PA 17055
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
r-~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(8)
(11)
109;900.0o
[::'9iS51,39
1,990.66
,:
28F589.72
65,826.3;
OFFICIAL USE ONLY
121;451.0F;
94~416.07
27,034.98
(12)
(13)
(14)
27;034.98
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Bue
20.
X (15)
27,034.98 X .045 (16)
X .12 (17)
X .15 (18)
(19)
1;216.57
1 F216.57
· > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's Complete Address:
STREET ADDRESS
914 WERTZVlLLE ROAD
CiTY
ENOLA I STATE
PA I ZIP
17025
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
Total Credits ( A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page I 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. (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 Iransfer and: Yes No
a. retain the use or income of the property transferred; ........................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ........................................[] []
c. retain a reversionary interest; or ...................................................................................................... [] []
d. receive the promise for life of either payments, benefits or care? ............................................................. [] []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ............................................................................................... [] []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have exam ned this return including 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 wh ch preparer has any knowledge.
1 ~216.57
1;216.57
1~216.57
SIGNATURE OF P.ER'SCN RESPONSIBLE FJ~ FI.kING RETURN
- 3/12103
ADDRESS PAUL L. RUDY/JR. ~ J ~J
11~ ~D S,~A~,~ RO,~D~, SHERMANS
SIGNATURE OF PR,C-.JY, CRE~ (~1'~,~ REPRESENTATIVE DALE
ADDRESS MURREL~R. WALTERS I~1 ESQ
54 EAST MAIN STREET~ MECHANICSBURG
PA 17090
DATE
3/12/03
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 exem~)t 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 t'ransfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
!
REV-I~O2EX + {$-~} ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIliENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
RUDY. CATHE~RINE MARIE 21 03 O~IQ
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the pdce at which property would be exchanged
between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Reel property which is jointly-owned with right of
survivorship must be disclosed on Schedule F.
ITEM
VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 914 WERmz;V'ILLE ROAD, ENOLA, PA 17025
EAST PENNSBORO TOWNSHIP, CUMBERLAND COUNTY
SALE PRICE
109,900.00
TOTAL (Also enter on line 1, Recapitulation)
$ 109~900.0~m
(if more space is needed, insert additional sheets of the same size)
A.
U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT
SETTLEMENT STATEMENT
C. NOTE:
D. NAME AND ADDRESS OF BORROWER:
John G. Brozack
I OMB NO. 2502-026
I B. TYPE OF LOAN:
I.J--~FHA 2.~-'JFmHA 3. r'-JCONV. UNINS. 4. F-~VA
6. FILE NUMBER: I 7. LOAN NUMBER:
03917 . ~ 0016269755
8. MORTGAGE INS CASE NUMBER:
This form is furnished to give you a statement of actual seltlemenf costs. Amounts paid to and by the se~lement agent are shown.
Items marked "[POC]" were paid outside the closing; they are shown here for Informational purposes and are not Included in the totals.
1.O 3/98 (03917/93917/34)
E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
Estate of Catherine H. Rudy Lehman Bros. Bank
400 Professional Ddve
Gaithersburg, MD 20879
H. SETTLEMENT AGENT:
Keystone Land Transfer, Ltd.
G. PROPERTY LOCATION:
914 Wertzvilie Road
Enola, PA 17025
Cumberland County, Pennsylvania
PLACE OF SETTLEMENT
3421 Market Street
Camp Hill, PA 17011
J. SUMMARY OF BORROWER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BORROWER:
101. Contract Sales Price ~
I
102. Personal Pro
25-1878915
5. ~]CONV. II
I. SE'I-rLEMENT D/~
December 23, 2003
K. SUMMARY OF SELLER'S TRANSACTION
400. GROSS AMOUNT DUE TO SELLER:
401. Contract Sales Pdce 109,9£
103. Settlement Charges Io Borrower (Line 1400)
104.
109,900:0q
6,810.0~
105.
Adjustments For Items Paid By Seller in advance
to
107. County Taxes 12/23/03 to 01/01/04
108. SchooITax to 07/01/04
402. Personal Properly
9.84,
403.
404.
828.47
12/23/03
09. Sewer/Refuse 12/23/03 to 01/01/04 9.39
110.
405.
Adjustments For Items Paid By Seller in advance
406. City/Town Taxes to
407. County Taxes 12/23/03 to 01101/04
408. School Tax 12/23/03 to 07/01/04
409. Sewer/Refuse 12/23/03 to 01/01104
410.
GROSS AMOUNT DUE TO SELLER
111. 411.
112. J.412,
120. GROSSAMOUNTDUE FROMBORROWER 117,557.7~ I 420.
500. REDUCTIONS IN AMOUNT DUE TO SELLER:
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER:
3,000.00
money
Amount o[ New Loan
to
501. Excess Deposit (See Instructions)
502. Seitlement Charges to Seller (Line 1400)
. .503. Existing loan(s) laken subject to
504. Payoff of first Morlgage to Fairbanks Capital Corp
203.
204.
205.
206. ;
207.
208.
209.
109,900.0~
211. County Taxes
212. School Tax
505. Payoff of second Mortgage
506.
507. (Deposit dish. as proceeds)
508.
509.
Adjustments For Items Unpaid By Seller
to 510.
to 511.
to 512.
213.
214.
215.
216. ~ :
217.
219.
TOTAL PAID BY/FOR BORROWER 112,900.00
300. CASH AT SE'I-rLEMENT FROM/TO BORROWER:
Adjustments For Items Unpaid By Seller
City/Town Taxes to
County Taxes to
SchoolTax to
117,557.7~1
112,900.0{))
4,657.78
TOTAL REDUCTION AMOUNT DUE SELLER
301. Gross Amount Due From Borrower (Line 120)
302. Less Amount Paid By/For Borrower (Line 220) '
513.
514.
515.
516.
517.
518.
519.
520.
600.
601.
602.
603.
CASH AT SETrLEMENT TO/FROM SELLER:
Gross Amount Due To Seller (Line 420)
Less Reductions Due Seller tune 520)
CASH( X TO)( FROM)SELLER
statement & any attachments referred to herein.
303. CASH ( X FROM) ( TO) BORROWER
110,74
13,00,~
48,22[
61,231.
110,747
61,231.
49,516.
The undersigned hereby acknowledge receipt of a completed copy of pages 1&2 of this
Seller
Estat~"~)Cj[herine H. Rudy ',
Borrower
P~ge 2
L. SETTLEMENT ~HARGE$
700. TOTAL COMMISSION Based on PHce $ 109,900.00 ~ 8.0000 % 6,§94.00
701.
D/vision of Commission (line 700) as Follows:
$ 6,594.00 to Re/Max Realty Associates, Inc.
702. $ to
703. Commission Paid at Settlement
704. Transaction Fee
to Re/Max Realty AssoCiates, Inc.
PAID FROM
BORROWER'S
FUNDS AT
SETTLEMENT
PAID FROM
SELLER'S
FUNDS AT
SE'CI'LEMENT
6,594.0u
295.00 295.0u
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Ori~llnation Fee 2.0000 % to' Access Capital '
802. Loan Discount % to
Appraisal Fee to Michael A. Kennedy
806. Mort~la~le Ins. App. Fee
807. Assumption Fee
to
813. Tax Service Fee to Lehman Bros. Bank
814. Underwriting Fee to Lehman Bros. Bank
815. Processing Fee to Access Capital
to Lehman Bros. Bank
2,198.00
820.
803. $275 POC
804. Credit Report to Credit Bureau 10.00
805. Lender's Inspection Fee to .
to
808.
809.
810.
112. Courier/Express Mail to Lehman Bros. Bank 25.00
' 17.00
816. Flood Certification
817. Yield Sprd Prem $549.50 POC Access Capital by Lei)man Bros
818.
819. .,
900. ITEMS REQUIRED BY LENDER TO BE pAID IN ADVANCE
901. Interest From 12/23/03 to 01101104 @ $ 23.410000/day ( 0days %) 210.69
902. Mortc, lac, le Insurance Premium for months to
POC $363.00b
903. Hazard Insurance Premium for 1.0 },ears to Slate Farm Insurance
I04.
905.
75.00
300.00
350.00
1000. RESERVES DEPOSITED WITH LENDER
'001. Hazard Insurance 2.000 months
1002. Mortgage Insurance months
1003. Cit},/'rown Taxes months
1004. County Taxes
10.000 monlhs ~
1005. School Tax 6.000 months
1006. months
1007. months
1008. Aggregate Adjustment
1100. TITLE CHARGES
101. Seltlement or Closin~ Fee
months
30'.25 per month
per month
per month
' 33;.26 per month
132.29 per month
, per month
, per month
, . per month
1102. Abstract or Title Search to
1103. Title Examination to
'1104. Title Insurance Binder to
1105. Document Preparation to Murrel Walters, Esq. POC
1106. Notary Fees to CASH ~'
1107. Attorney's Fees to
(includes above item numbers;
1108. Title Insurance
to Keystone Land Transfer, I~td.
(includes above item numbers: ,.
1109. Lender's Coverage $ 109,900.00 PAL~102069412
1110. Owner's Coverage $ 109,900.00 PAO#102114548
1111. Endorsements 100,300,8.1 to Keystone Land Transfer, L, td.
Keystone Land Transfer, Ltd.
Keystone Land Transfer, L~d.
1112. Closing Protection Letter to
113. Tax Receipts to
114. Overnight to Keystone Land Transfer, Ltd.
115. Wire Funds to Keystone Land Transfer, ~td.
1116. 2003 County/Twp Tax to Alicia D. SUne
117. 2003 School Tax to AIIcla D. Stine
1118. 2002 Delinquent Taxes to Cumberland County Tax Claim
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording Fees: Deed $ 38.50; Mortgage $ 64.50; Releases $
1202. Cit},/Count}, Tax/Stamps: Deed 1,099.00; Mort~l~cje
1,099.00; Mort~la, ~e
1203. State Tax/Slamps: Revenue Stamps
1204.
1205.
1300. ADDITIONAL SE'FrL~MENT CHARGFR
1301. Surve}, to
Par~09140836138
60.50
332.60
793.74
-179.20
12.00 12.00
908.75
150.00
35.00
4.00
14.00 14.00
25.00
lO3.OOI
.1'099'001
6,810.08[
447.99
1,781.92
2,337.8~
1,099.00
1302. Pestlnspection to
1303. Home Warrant}, to A H S
1304.
1305.
1400. TOTAL SETTLEMENT CHARGES (Enter pn Lines t03, Section J and '502, Secti. pn K)
By signing page, of II, is ,lalemen,, Ihe Signatories acl<no~dedge receip, o~ a compleled C0pyof Page 2 of Itlls t~o page
~e~(~n~ .Land Tra ns fer, L~.O ./-
Settlement Agent
Certified to be a true copy.
395.00
13,005.77
( 03917 / 03917 / 34 )
REV-1508 EX + (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
RUDY. CATHERINE MARIE ;~1 03 081o
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1. CASH
10.
11
BRICKER'S AUCTION
SALE OF PERSONAL ITEMS
1994 FORD WINDSTAR
SALE PRICE
COMCAST
REFUND
PP&L
REFUND
VERIZON
REFUND
AT&T
REFUND
AMERIGAS
REFUND
STATE AUTO
HOMEOWNERS INSURANCE REFUND
FAIRBANKS CAPITAL CORP.
REFUND OF ESCROW EXCESS
PRORATIONS
SALE OF REAL ESTATE
TOTAL (Also enter on line 5, Recapitulation)
VALUE AT DATE
OF DEATH
73.24
3,296.90
4,500.00
56.28
28.27
4.00
3.83
3.48
219.49
518.20
847.70
(If more space is needed, insert additional sheets of the same size) 9~551.39
REV-1509 EX + (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
RUDY. CATHERINE MARIE
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
21 03 0810
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. KATHLEEN O. YASALONIS 219 CENYI~R STREET DAUGHTER
ENOLA, PA 17025
JOINTLY-OWNED PROPERTY:
U- I I ER DATE DESCRIPTION OF PROPE~ I ¥ % OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT deed for iointJy-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTERE,e,
1. A. 5/2/96 MEMBERS 1ST F.C.U. 60.78 50. 30.3g
8-00
2 A 5/2/96 MEMBERS 1ST F.C.U. 1,220.81 50. 610.41
8-11
3 A 9/27/97 MEMBERS 1ST F.C.U. 2,711.96 50. 1,355.98
7-O0
4 A 9/27/97 MEMBERS 1ST F.C.U. 5.75 50. 2.88
7-11
TOTAL (Also enter on line 6, Recapitulation) $
/,~ ................................ 1~999.6~
(If more space is needed, insert additional sheets of the same size)
· / SCHEDULE H
'NHE~,~ANCE T*X ~ETU~. ~ SES & ~
COMMONWEALTH OF PENNSYLVAN~ FUNE~L EXPEN
FILE NUMBER
Debts of decedent must be repoA~ on Schedule I, ~ I
ITEM
NUMBER
A.
1.
2.
3.
DESCRIPTION
FUNERAL EXPENSES: A~I~CUNT
EWING BROTHERS FUNERAL HOME CARLISLE, PA
WESTMINSTER CEMETERY GRAVE OPENING
WESTMINSTER CEMETERY GRAVE MARKER
5,240.00
945.00
1,721.00
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) PAUL L. RUDYr JR.
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address P.O. BOX 29
City SHERMANSDALE
State _PA
Year(s) Commission Paid: 2004
Attorney Fees MURREL R, WALTERS III, ESQ.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanaUon)
Claimant
Zip 17l)90
Street Address
City
Relationship of Claimant to Decedent
State. _ Zip
Probate Fees REGISTER OF WILLS CUMBERLAND COUNTY
Accountant's Fees
Tax Return Preparers Fees
SETTLEMENT CHARGES. SALE OF REAL ESTATE
ESTATE CHECKING ACCOUNT. CHECK CHARGE
4,490.00
2,850.00
325.00
~;3,005.77
12.95
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (1-9.,7) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES,& LIENS
ESTATE OF
RUDY. CATHERINE MARIE
Include unreimbursed medical expenses.
ITEM
NUMBER
10.
11.
12.
13.
14.
15.
FILE NUMBER
21 03
DESCRIPTION
EAST PENNSBORO
SEWER/REFUSE
COMCAST
CABLE
AT&T
TELEPHONE
VERIZON
TELEPHONE
PP&L
ELECTRIC
ASSOCIATED CARDIOLOGISTS
MEDICAL
BUREAU OF ACCOUNT MANAGEMENT
MEDICAL
CARDIOVASCULAR SURGICAL INSTITUTION
MEDICAL
CENTRAL PA HEMATOLOGY & MED ONC ASSN
MEDICAL
CREDIT PLUS COLLECTION SERVICES
MEDICAL
OSL DBA ORTH INSTITUTE OF PA
MEDICAL
PINNACLE HEALTH HOSPITAL
MEDICAL
QUANTUM IMAGING & THERAPEUTIC
MEDICAL
STATE AUTO
HOME INSURANCE
METROPOLITAN/AAA
AUTO INSURANCE
TOTAL (Also enter on line 10, Recapitulation) $
Q~31Q
AMOUNT
96.00
163.79
1.04
72.85
730.83
5.10
1,385.48
25.75
566.11
1,100.71
30.26
3,729.11
59.23
384.57
77.50
65~826.35
(If more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
RUi3Y, CATHERINE MARIE 21 03
Pa,qe 1
Schedule I - Debts of Decedent, Mortgage Liabilities, & Liens
0810
ITEM
NUMBER
16.
17.
18.
19.
20.
21.
DESCRIPTION
REAL ESTATE
CLEANING & RESTORATION
FAIRBANKS CAPITOL CORP.
MORTGAGE PAYMENT
YORK WASTE
DUMPSTER
BACKHOE & TRUCK
REAL ESTATE CLEAN UP
MISCELLANEOUS CLEANING SUPPLIES
FAIRBANKS CAPITAL CORP
MORTGAGE
AMOUNT
5,930.00
2,346.83
391.88
170.00
333.89
48,225.42
SUBTOTAL SCHEDULE I 57,398.07
GRAND TOTAL SCHEDULE I $ 65,826.35
REV-1513 EX + (g.nm
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
RUDY. C ~,THERINE MARIE
NUMBER
I.
II.
SCHEDULE J
BENEFICIARIES
Sec. 9116 (a) (1.2)]
MARIE K. GARVEY
603 WAYNE AVENUE
ENOLA, PA 17025-t621
PAUL L. RUDY, JR.
P.O. BOX 29
SHERMANSDALE, PA 17090
BETTY E. MAGARO
703 APPLE DRIVE
MECHANICSBURG, PA 17055-3474
DENIS L. RUDY
P.O. BOX 119
SHERMANSDALE, PA 17090
JAY N. RUDY
64t MUMPER ROAD
DILLSBURG, PA 17019
RONALD L. RUDY
403 JENNIFER DRIVE
NEW CUMBERLAND, PA 17070
LEON D. RUDY
P.O. BOX 193
FRANKLINTOWN, PA 17323
FILE NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
~1 o3 o81o
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
DAUGHTER
SON
DAUGHTER
SON
SON
SON
SON
1/10
1/10
1/10
1/10
1/10
1/10
1/10
(If more space is needed, insert additional sheets of the same size)
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
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
Continuation of REV.1500 Inheritance Tax Return Resident Decedent
F~UDY, CATHERINE MARIE
21 03
Pa,qe 2
Schedule J - Beneficiaries - 1
0810
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
! TAXABLE DISTRIBUTIONS (include outright spousal distributions)
8. KATHLEEN D. YASALONIS DAUGHTER 1/10
219 CENTER STREET
ENOLA, PA 17025
9. SHIRLEY A. STAHLER DAUGHTER 1/10
4807 DELBROOK ROAD
MECHANICSBURG, PA 17050
10. REX T. RUDY SON 1/10
4807 DELBROOK ROAD
MECHANICSBURG, PA 17050
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DZVZSTON
DEPT. 280601
HARRISBURG, PA 17128-0601
CONNONWEALTH OF PENNSYLVANZA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSENENT, ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
REV-I~Ii7 EX AFP
HURREL R WALTERS
5q E HAIN ST
HECHANICSBURG
III ESQ
PA 17055
DATE 05-03-2004
ESTATE OF RUBY
DATE OF DEATH 09-15-2005
FILE NUNBER 21 05-0810
COUNTY CUHBERLAND
ACN 101
I Amount: Raei ~:'l:ad
CATHERINE H
HAKE CHECK PAYABLE AND REHZT PAYNENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~.~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP [01-03) NOTICE OF ZNHER/TANCE TAX APPRATSEHENT~ ALLOWANCE OR DISALLOWANCE OF DEDUCT/ONS AND ASSESSHENT OF TAX
ESTATE OF RUDY CATHERTNE HFZLE NO. 21 05-0810 ACN 101 DATE 05-05-2004
TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es~a~e (Schedule A) (1)
2. S~ocks and Bonds (Schedule B) (2)
$. Closely Held S~ock/Par~narship In*aras* (Schedule C) (3)
~. Not,gages/No,as Receivable (Schedule D) (~)
S. Cash/Bank Deposi~s/Hisc. Personal Propar~y (Schedule E) ($)
6. Jointly O~nad Propar~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To,al AssaYs
109~900.00
.00
.00
.00
9~551.59
1/999.66
.00
(8)
NOTE: To insure proper
cradi~ ~o your account,
subei~ ~ha upper portion
of ~his form frith your
~ax payean~.
121,451.05
APPROVED DEDUCTIONS AND EXENPTZONS:
9. FunaraZ Expansas/Adm. Cos~cs/Nisc. Expanses (Schedule H)
10. Dabts/Horigaga Liabilities/Liens (Schedule Z)
11.
12.
15.
1~.
NOTE:
28,589.72
(~0) 65,826.55
To,al Deductions (11)
Ne~ Value of Tax Re~urn (12)
Chari~abla/Govarnean~al Bequests; Non-elected 9115 Trusts (Schedule J) (15)
Na~ Value of Es*a~a Subjac~ *o Tax
Zf an assessment was issued previously, lines 1~, 15 and/or 16,
reflect figures that include the total of ALL returns assessed to date.
ASSESSNENT OF TAX:
15. Aeoun'l: of Line 1~ a~ Spousal ra~e
16. Aeoun~ of Line 1~ ~axabla a~ Lineal/Class A ra~a
17. Aaoun'l: of Line 1~ a~ Sibling ra~a
18. Aeoun~ of Line 1~ ~axabla a~ Collateral/Class B ra~a
19. Princlpal Tax Due
TAX CREDITS:
PAYNENT RECEZPT D/SCOUNT (+)
DATE NUNBER TNTEREST/PEN PAID (-)
05-17-2004 CD005689 . O0
27,054.98
.00
27,054.98
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
17, 18' and 19 ~ill
(~). .00 x O0 = .00
(16) 27,054.98 x 045= 1,216.57
(XT), .00 X 12 = .00
(].8) .00 x 15 = .00
(19)= 1,216.57
1,Z16.57
TOTAL TAX CREDIT
I
BALANCE OF TAX DUE
INTEREST AND':PEN.
TOTAL DUE
1,216.57
.00
( IF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS REQUZRED.
ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
RESERVATION:
PURPOSE OF
NOT[CE:
PAYMENT:
REFUND
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
F~ENALTY:
INTEREST:
Estates of decedents dying on or before December 1Z, 1981 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the laeful Class B [collateral) rate on any such futura interest.
To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (71 P.S.
Section 91qO).
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 NZLLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, say be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Hills, any of the 23 Revenue District Offices, or by calling the special Iq-hour
answering service for forms ordering: 1-D00-361-Z050; services for taxpayers with special hearing and / or
speaking needs: 1-800-q47-3020 (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:
--eritten protest to the PA Department of Revenue, Board of Appeals, Dept. 281011, Harrisburg, PA 17128-1011, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 180601, Harrisburg, PA 17118-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5Z) discount of
the tax paid is allowed.
The 151 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 16, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you mould appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one il) day from the date of
death, to the date of payment. Taxes ehich became delinquent before January 1, 1982 bear interest at the rate of
six (61) percent par annum calculated at a daily rate of .00016q. All taxes which became delinquent on and after
January 1, 1981 mill bear interest at a rate which will vary from calendar year to calendar year with that rata
announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOOq ara:
Interest Daily Interest Daily
Year Rate Factor Year Rate Factor
t'~ 20Z .0005q8 ~'~- 1991 llZ .000301
1983 16Z .000q.38 1992 91 .0002q7
198~ llZ .000301 1993-199q 77. .000191
1985 137. .000356 1995-1998 92 . O00Zq7
1986 lOX .00027~ 1999 7Z .000192
1987 IOZ . O00ZTq- ZOO0 77. .000192
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPATD
Interest Daily
Year Rate Factor
~ 9Z .000Z47
Z002 67. .00016~
2003 51 .000137
ZO0~ ~Z .O00110
X NUI{BER OF DAYS DELIN;IUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (1S) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 8/30/2005
WALTERS MURREL RIll
54 E MAIN STREET
MECHANICSBURG, PA 17055
RE: Estate of RUDY CATHERINE MARIE
File Number: 2003-00810
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:
9/15/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~~
( I
GLENDA FARNER STRASBA1JGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
er
I
~
RECEIVED OCT 18 1005 ~1
Estate of RUDY CATHERINE MARIE
Late of EAST PENNSBORO TOWNSHIP
Estate No.: 21-03-00810
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Date:
10/17/2005
NO.: 2 1 - 0 3 - 0 0 81 0
WALTERS MURREL RIll
54 E MAIN STREET
MECHANICSBURG PA 17055
H"
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6. 12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: RUDY PAUL L JR
Personal Representative Counsel: WALTERS MURREL RIll
Date of Decedent's Death: 9/15/2003
Date of Delinquency Notice: 9/15/2005
The undersigned, Glenda Farner Strasbaugh, Clerk of Orhans'
Court, in accordance with rule 6.12, Supreme Court Orphans' Court
Rules, hereby notifies the Orphans' Court Division, Court of Common
Pleas of Cumberland County, that neither the above named personal
representative nor their counsel, have filed with the Register of
Wills or Clerk of Orphans' Court, his/her Status Report required by
Rule 6.12, Supreme Court Orphans' Court Rule, and that the
requisite notice, pursuant to Rule 6.12, Supreme Court Orhans'
Court Rules, was given by the Clerk of Orphans' Court on 9/02/2005
and that the ten (10) day notice to file the status report has
expired. Accordingly, in accordance with Rule 6.12 the Court is
hereby notified of such delinquency and the undersigned requests
that a Court conduct a hearing to determine whether sanctions
should be imposed upon the delinquent personal representative or
their counsel.
cc: File
Personal Representative
Counsel
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Clerk of Orhans' Court _I
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A hearing is scheduled for November ~, 2005 at
Courtroom No.2. If the Status Report is fil~
hearing date, the hearing will automatically~e
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PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY
UNTIL COMPLETION
STATUS REPORT UNDER RULE 6.12
Name of Decedent: CATHERINE MARIE RUDY
Date of Death: 9/15/03
Estate No.:
21-03-0810
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court rules, I report the following with
respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes__X___ No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete
(date)
3. If the answer to No.1 is yes, state the following:
A. Did the personal representative file a final account with the court?
Yes No_X_
B.
The separate Orphans' Court No. (if any) for the personal representative's
account is: (Not Applicable in Dauphin County)
C.
in interest:
Did the personal representative state an account informally to the parties
Yes__X No
D.
Copies of receipts, releases, joinders and approvals of form or informal
accounts may be filed with the Clerk of the OrphaJ1S' Co and may be
attached to this report.
Date: October 27, 2005
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MURREL R. W ALTERS, III, ESQUIRE
54 East Main Street
Mechanicsburg, PA 17055
717-697-4650
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Capacity:
Personal Representative
__X___ Counsel for Personal Representative
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