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HomeMy WebLinkAbout04-0429PETITION FOR PROBATE and GRANT OF LETTERS Estate of -DtS~.'77.4y~ .~ / £r& No. also known as Z~¢,~c'~ ~4 ~/ ~. /V~o~ ! ~-t~ To: , ! Deceased. · 7 Social Security No. /~'3 - / 9- ~,/ ~ Register of Wills for the County of Lu,~r3e-Tzt./~ ~t.'b Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut~'-i C ~5 in the last will of the above decedent, dated 0./ffqd; and codicil(s) dated _----- in the named ,19 ~, (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in g.o-n0r~/~-,q n/~ County, Pennsylvania, with ho(' last family or principal residence at ~ ~c~Z V~ ,~ (list street, number and muncipality) / Decendent, then years of age, died ~// /~ ~'~ Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: WHEREFORE, presented herewith and the grant of letters theron. petitioner(s) respectfully request(s) the probate of the last will a~and codicil(s) (testamentary; administration c~.t.a.; administration d.b.n.c.t.a.) OATH OF' PERSONAL REPRESENTATIVE COMMONWEALTH OF PEN,,NSYLVANIA COUNTY OF C'3.xx',r.,V.D.~,,~,-~& . jss 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 represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed[and subscribed r ~ Estate Of ~c~-x~ ~ V%'~c~ e-c , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~ '~ .~..~-Z:~.~ ~j6 , in consideration of the petition, on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated ~- c~_ Iqq ~.~ described therein be admitted to probate~nd filed of re?rd as the last will o~ c~ ~~ ~ ~ ~d Letters ~~ ~~ ~e hereby granted to ~~ o ~_~ ~ ~~ ~ ~ FEES Probate, Letters, Etc .......... Short Certificates( ) .......... ~~.-~r~ ~c TOTAL Filed .~..-..'~ ..~..=:~.~. ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE his is to certify 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 the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 ~ No. ~ Date Local Registrar A?R 2 1 2004. NAME OF DECEDENT {FJrsI Mi~Jle. COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH Dorothy L. Moszer /a.Female la' 183 -- 12--8479 1~ Aprii 19, 2004 81 Cumberland~c~.,usuaL~u~m ~.East Pennsboro Tw 279 Susquehanna Ave. .~~"~' ' ,~ ~ite I'~- u~ea~e~ Ba~gzsbu~g j~. ~2~ j o,~s. ~.. ~do~ed~as~ 708 Wertzville Rd. ~CTU~ ,,..m~. Enola, PA 17025 <~ ~'~) ,~.~ Cumberland Frank Bogden I"- Mary Miller Rebecca Ann ~yson I~. 279 Susquehanna Ave. g~ola~ ~A ]7025 ~ c.--,.~ ~--...~IJi~'m"--'April 21, 2004 I=~'~'--'--"'c"~ I ~Jl~. J;~=Resurcect~on Cemetecy J=~ West ~anove~ ~p. PA 17112 ~ ~a~. FDO I 277~-L m~ardson Meral ~ 29 S. ~la ~. ~la, PA 17025 REFERRED TO MEDICAL EXAMINEPd~.,ORONER? W~S AN AUI~PSyJ ~;'C~-. AUTOPSY FINDINGS REREOEIMED? IA~ ~I.A~LE PRIOR TO manne~' as stated... ' , , . ( ) [] LAST WILL OF DOROTHY MOSIER I, DOROTHY MOSIER, of Cumberland County, Pennsylvania, declare this.to be my Last Will. I revoke all other wills and codicils that I may have previously made. Article I I direct that the expenses of my last illness and funeral be paid from my estate as soon as practicable after my death. Article II I give and bequeath the automobile(s) that I own at the time of my death to my grandson, County, Pennsylvania. DALE EDWARD BRETZ ,-j~i~ Of Cu~mberla/~d A_rticle III I give and bequeath the sum of One Thousand Dollars:-($1,000) to each of my living grandchildren. At the time of my signing of my Will my grandchildren are: STACY DANNER, PAMELA GUSLER, ALEX ARNDT, TRICIA BRETZ, DALE EDWARD BRETZ, CHAD BRETZ and SHANNON BRETZ. Article IV I give, devise and bequeath all of the remainder of my estate of whatsoever nature, and wheresoever situate IN EQUAL SHARES to PATRICIA LEE ARNDT of Cumberland County, Pennsylvania, per stirpes and REBECCA ANN BRYSON of Cumberland County, Pennsylvania, per stirpes. Article V I nominate and appoint my daughters, REBECCA ANN BRYSON and PATRICIA LEE ARNDT, both of Cumberland County, Pennsylvania, as co- Executrices of my Will. I direct that my co-Executrices be permitted to serve without bond and in addition to those powers granted by law, I grant them power to sell both real and personal property, at private or public sale, to invest cash without being limited to statutory investments, to distribute in cash or in kind in like or in unlike shares and to file any qualified disclaimer I could have filed if living. Article VI I direct that all taxes due at my death or as a consequence of my death shall be paid from my residuary estate. IN WITNESS WHEREOF, I, DOROTHY MOSIER, hereby set my hand to this my Last Will, on this ~ day of ~x~6~.~ , 1996, at Harrisburg, Pennsylvania. DOROTHY MO~ER, Testatrix In our presence, the above-named Testatrix signed this and declared this to be her Last Will and now at her request, in her presence, and in the presence of each other, we sign as witnesses. Name Address I, DOROTHY MOSIER, who signed the foregoing instrument, having been duly qualified according to law, acknowledge that I signed and executed this instrument as my Will, and that I signed it willingly as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by DOROTHY MOSIER, the Testatrix, this q~ day of ~Jb~k~ , 1996. DOROTHY MONIER', ~estatrix We, the undersigned witnesses who signed the foregoing instrument, being duly qualified according to law, depose and say that we were present and saw DOROTHY MOSIER sign and execute this instrument as her Will; that she signed and executed it willingly as her free and voluntary act for the purposes therein expressed; that each of us in her sight and hearing signed the Will as witnesses, and that to the best of our knowledge, that she was at that time eighteen (18) years or more of age, of sound mind, and under no constraint or undue influence. Sworn to or affirmed and subsc_ribed to before me by d~ t ]~ and L~u~ ~F~ , witnesses, this g~- day of ~~ --, 1996. fness :ness 4 · '~k COM MONWF..ALTH OF ~ PENNSYLVANIA ~j,~a.a~ DEPARTMENT OF REVENUE ~~'~ DEPT. 280601 · ,~ HARRISBURG, PA 17128-0601 INHERITANCE TAX RETURN - RESIDENT DECEDENT .UMSEa ---- DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER /?~'-l~- - oc¥/7~ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER J~ Original Return j~4. Limited Estate [~6. Decedent Died Testate (A~ch copy of Will) [~9. Litigatior~ Proceeds Received [~2. Supplemental Return [~4a. Future Interest Compromise (date of death aEer 12-12-82) [~7. Decedent Maintained a Living Trust (At[ach copy of Tru$~) ~10. Spousal Povedy Credit (date of death ~t~'~en 12-31~1 and 14-95) [~5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes [~11. Election to tax under Sec. 9113(A) NAME FIRM NAME (ff Applicable} ~ TELEPHONE NUMBER COMPLETE MAILING ADDRESS 1. Reel 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 Proper[,/ ~ h~ (5) (Schedule E) 6. Jointly Owned Propo~ (Schedule F) (6) [~ Separa~ 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. 14. OFFICIAL USE ONLY (8) Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) -- (14) ql qqo. ~ 7 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec, 9116 (a)(1.2) ~mount of Lithe 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19, Tax Due 7/7 7o,,2-7 x .0 (15) x .0 ~_ (16) x .12 (17) x .15 (18) (19) .Decedent's Complete Address: ~ Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Totsl Credits (A + B + C) (2} /~/. 4..,/~-.,.' 3. Interest/Penalty if applicable D. Interest E. Penalty Total rnterest/Penalty ( D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Lthe 3 is greater than Line 2, enter the differenca. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT (4) - (5A) .---.--- (SD) PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the properly 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 benefi s or care? ...................................................................... [] 1~ 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 h s or her death? .............. [] ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-prebats 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 pedury, I declare that I have examfned this return, ]ndudJng accompanying schedules and statements, and to the best of my knowredge and belief, it is true, con,act and comprete. Declaration of preparer other than the parsonal repre_ · ...... . .senta~ve is b ed on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE ~ ADDRESS ~f SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS For dates of death on or after Juiy 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. {}9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. {}9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneSciades is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)1. The tax rate imposed on the net value of transfers to or for the use of the decedenrs siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER All real properly owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which proper~ would be exchanged betweeo a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of su~ivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH TOTAL {Also enter on line 1, Recapitulation) (If more space is needed, insed additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All propeAy jointly-owned with the right of suwivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH TOTAL(Alsoenteronline5, Recapitulation) $ ~/7~ · ~ (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNS'~ ~.VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER if an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS JOINTLY-OWNED PROPERTY: RELATIONSHIP TO DECEDENT LETTER DATE DESCRIPTION OF PROPERTY % 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 jointly-heio real estate. VALUE OF ASSET INTEREST DECEDENT'S INTERE( TOTAL(Alsoenteron line6, Recapitulation) $ ~, '~(.)5 , 0'7 (If more space is needed, inser~ additional sheets of the same size) · REV-15~,1 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Debts of decedent must be reported on Schedule ]. ITEM NUMBER DESCRIPTION AMOUNT FUNERAL EXPENSES: ADMINISTRATIVE COSTS: Personal Representative's Commissions ~ / Name of Personal Representative(e} Social Security Number(s)/EIN Number of Persona,~resentative(s) Street Address State __ Zip Attorney Fees / Family Exemption: (It decedent's address is not ~same as clTant's, attach explanation) Claimant ~ / Street Address __ ~ __ City / ~%..,. State Relationship of Claimant to Decedent / Probate Fees Zip Accountant's Fees Tax Return Preparer's Fees -~- TOTAL (Also enter on line 9, Recapitulation) /~~,~f m~e spac§ is needed, insert additional sheets of the same size) ,.~ ,~--OC~ ~ .~.,~,2Ex.,,.,,, ~ SCHEDULE I COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT / /2. IO TOTAL(Alsoenteron[inelO, Recapitulation) $ ~/~ % 0,.~ more space is needed, insed additiDnal sheets of the same size) COMMONWEALTH OF PENNSYLVANIA iNHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES I FILE NUMBER NUMBER II. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outfight spousal distributions) RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OFESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE NON-TAXABLE DISTRIBUTIONS: A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART ]lE. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) ON REV 1500 COVER SHEET 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 REV-1162 EX{11-96) NO. CD 004178 BRYSON REBECCA ANN 279 SUSQUESHANNA AVE ENOLA, PA 17025 ........ fold ESTATE INFORMATION: SSN: 183-12-8479 FILE NUMBER: 2104-0429 DECEDENT NAME: MOSIER DOROTHY DATE OF PAYMENT: 07/19/2004 POSTMARK DATE: 07/19/2004 COUNTY: CUMBERLAND DATE OF DEATH: 04/19/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 93,068.18 TOTAL AMOUNT PAID: $3,068.18 REMARKS: CHECK# 08290 SEAL INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF W[LLS Cumberland County - Register Of wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 08/02/2004 BRYSON REBECCA ANN 279 SUSQUESHANNA AVE ENOLA, PA 17025 RE: Estate of MOSIER DOROTHY File Number: 2004-00429 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPH~-NS' 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 ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 08/13/2004 Your prompt attention to this matter will be appreciated. Thank You. CC: File Counsel Judge Sincerely, GLENDA FARN~GH Clerk of the Orphans' Court Cumberland County - Register Of wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 08/02/2004 B_RNDT PATRICIA LEE 29 RIVERVIEW DR ENOLA, PA 07025 RE: Estate of MOSIER DOROTHY File Number: 2004-00429 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 08/13/2004 Your prompt attention to this matter will be appreciated. Thank You. cc: File Counsel Judge Sincerely, Name of Decedent: Date of Death: Will No. ~ / CF. RTIFICATION OF NOTICE UNDER RULE 5.6(al To the Register: I certify that notice of (beneficial interest) ~ required by Rule 5.6(a) of the Orphans' Court gules served on or mailed to the following beneficiaries of the above-captioned estate on ~ ~ n,-),~O5~ Name Address was Notice has now been given to all persons entitled thereto under Rule 5 6(a) except. Signature Name Address rTX~ Telephone ('~) '-") i;~...1. ~ ~ / '~ Capacity: i~ Personal Representative __.Counsel for personal representative Name of Dec~dent: Date of Death: /.~)~ERTIFICATION OF NOTICE UNDER RULE 5.6(a) To the Register: I certify that notice of (beneficial interest) ' ' trati n 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 .~ g j ~ ~ : Name Address Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: Capacity: 7 Personal Representative 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. CD 004418 BRYSON REBECCA ANN 279 SUSQUESHANNA AVE ENOLA, PA 17025 fold ESTATE INFORMATION: SSN: 183-12-8479 FILE NUMBER: 2104-0429 DECEDENT NAME: MOSIER DOROTHY DATE OF PAYMENT: 09/23/2004 POSTMARK DATE: 09/22/2004 COUNTY: CUMBERLAND DATE OF DEATH: 04/19/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $196.22 TOTAL AMOUNT PAID: $196.22 REMARKS: CHECK#008728 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF ZND.TVTDUAL TAXES COHHONMEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE HOTICE OF ~NHERITAHCE TAX AppRA/SEHEHTj ALLOHANCE OR DISALLONANCE i~0~_ DEDUCTZOHS AND ASSESSI4ENT OF TAX REBECCA BRY~N ........ :;" ~ '~ 279 SusQUEHANNA AVE PA 170Z5 ENOLA DATE ESTATE OF DATE OF DEATH FZLE NUNBER COUNTY 09-Z0-Z00q NosIER 0q-19-Z00~ 21 0~-0~Z9 CuHBERLAND 101 DOROTHY ZN cOMER PORTZON FOR YOUR RECORDS ~ ...................... cUT ALO~ ...... RAKE cHECK PAYAI~LE AND REH'tT pAYHENT RES*ISTER OF MILLS CuHBERLAND CO coURT HOUSE CARLTSLE, PA 17015 BUREAU OF IN[}IVIDUAL TAXES INHERITA~";* TAY, DIVISION DEPT. 2;*. ~ HARRTSBUR~ PA 17118-0601 REBECCA BRYSON 279 SUSQUEHANNA AVE ENOLA PA 17015 COHNONNEALTH OF PENNSYLVANZA DEPARTNENT OF REVENUE NOT/CE OF INHERITANCE TAX APPRAZSEHENT, ALLO#ANCE OR DISALLOHANCE OF DEDUCTIONS AND ASSESSNENT OF TAX DATE ESTATE OF DATE OF DEATH FZLE NUNBER COUNTY ACN REV-I$47 EX AFP {01-0~;) 09-20-2004 MOSIER DOROTHY L 04-19-2004 21 04-0419 CUHBERLAND 101 Amoun'c Remi'c'ced I HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGZSTER OF NZLLS CUHBERLAND CO COURT HOUSE REV-1547 EX AFP (01-03) NOT[CE OF ZNHERZTANCE TAX APPRAZSENENT, A~LOHANOE~OR DZSALLOHANCE OF DEDUCTZONS AND ASSESSNENT!OF TAXr~ :: · ESTATE OF HOSIER DOROTHY L FZLE NO. 21 04-0429 ACN 101 ..~ DATE 09-20-2004 TAX RETURN HAS: ( ) ACCEPTED AS FZLED (X) CHANGED SEE ATTACHED NOT[CE RESERVATZON CONCERNZNG FUTURE INTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORTGZNAL RETURN 1. Real Es'ca'ca (Schedule A) (1) 2. S'Cocks and Bonds (Schedule B) (2) 3. Closely Held S'cock/Par'cnersh/p Zn'ceres'c (Schedule C) (3) 4. Hor'cgages/No'ces Receivable (Schedule D) (4) E. Cash/Bank Depos/'cs/M/sc. Personal Proper'cy (Schedule E) (5) 6. Join'cly Owned Proper'cy (Schedule F) (6) 7. Transfers (Schedule G) (7) B. To'ca1 Asse'cs APPROVED DEDUCTZONS AND EXEMPTZONS: 9. Funeral Expanses/Ada. Cos'cs/Misc. Expanses (Schedule H) (9) 10. Dab'cs/Mor'cgage L/abil/'cies/L~ens (Schedule T) (10) 11. To'ca1 Deduc'cions 12. Ne'C Value of Tax Re'cum 80 ~ 000. O0 L'~INoTE: To /nsure proper . O0 credi'c 'co your accoun'c, . O0 submi'c 'cha upper por'cion · O0 of 'chis fora wi'ch your ~; 17 5.00 'cax paymen'c. 4~405.07 .00 11,042.21 407.05 13. 14. NOTE: 87,580.07 (11) 11.~49.2~ (12) 76,130.83 Char/'cable/Governaen'cel Baquas'cs; Non-alac'cad 9115 Trus'cs (Schedule J) (13) Ne'C Value of Es'ca'ca Sub~ec'c 'Co Tax (14) If an assess.ent ~as issued previously, lines 1~, 15 and/or 16, 17, reflect f/gures that lnclude the total of ALL returns assessed to date. .00 76,130.83 18 and 19 will ASSESSHENT OF TAX: 15. Aaoun'c of L/ne 14 a'c Spousal 16. Amoun'c of L/ne 14 'caxabZe a'c Lineal/Class A re'ca 17. Aaoun'c of L/ne 14 16. Aaoun'c of Line 14 19. Principal Tax Due TAX CRED:[TS: PAYHENT RECEIPT DISCOUNT DATE NUHBER ZNTEREST/PEN PAZD (-) 07-19-2004 CD004178 161. PAYHENT HUST BE HADE BY 01-19-2005~. ZF PA/D AFTER DATE ZNDICATED, SEE REVERSE FOR CALCULATZON OF ADDZTIONAL INTEREST. (15) .00 x O0 = .00 (16) 76,1:50.85 x 045= $,425.88 (17) . O0 X l[ = .00 (lB) .00 x 15 = .00 (19)= $,425.88 ANOUNT PAID 3,068.18 TOTAL TAX CREDZT I BALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE 3,229.66 196.22 .00 196.22 ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT 1S REnU[RED. ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE S[DE OF THIS FORN FOR INSTRUCTIONS.) RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 11, 1981 -- if any future interest in the estate is transferred in possession or enjoyment to Class 8 (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class 8 (collateral) rate on any such future interest. To fulfill the requirements of Section 21q0 of the Inheritance and Estate Tax Act, Act 25 of ZOO0. (72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of gills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may ba requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" [REV-IS133. Applications are available at the Office of the Register of Hills, any of the Z$ Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-$61-Z050~ services for taxpayers with special hearing and / or speaking needs: 1-800-447-3010 iTT only3. 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 eithin sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 181021, Harrisburg, PA 17128-1021, 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 S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the dacedent's death, a five percent (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 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same tiaa period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (61) percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2004 are: Interest Daily Tnterest Daily Year Rate Factor Year Rate Factor ~ 207. .000548 ~'8-1991 11Z .OO030l 1983 162 . 000458 1992 9Z . 000247 1984 117. .000301 1993-1994 77. .000191 1985 131 .000356 1995-1998 9Z .000247 1986 107. . 000274 1999 71 . 000191 1987 lOX .000274 ZOO0 7Z . Oooxgz --/nterest is calculated as foXlows: INTEREST = BALANCE OF TAX UNPAID Interest Daily Year Rate Factor ~ 91 .000247 ZOOZ 61 .000164 Z003 SZ .000137 2004 41 .000110 X NUNBER OF DAYS DELTNQUENT X DATLy INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. :~EV-1470 EX (6-88)  INHERITANCE TAX EXPLANATION COMMONVVEALTH OF PENNSYLVANIA OEP^~TMENT OF.EVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG~ PA 17128-0601 DECEDEN3'S NAME FILE NUMBER Dorothy L Mosier 2104-0429 REVIEWED BY ACN Sandra J Eslinger 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES The value of the estate has been adjusted as the result of the correction of an error in arithmetic. ROW Page 1 BUREAU OF TNDZVZDUAL TAXES TNHERTTANCE TAX DTVTSTON DEPT. 280601 HARRTSBURG, PA 17118-0601 REBECCA BRYSON Z79 SUSQUEHANNA AVE ENOLA PA 17025 CONNONWEALTH OF PENNSYLVANTA DEPARTNENT OF REVENUE ZNHERZTANCE TAX STATEHENT OF ACCOUNT ' DATE 10-25-2004 * ESTATE OF NOSIER DATE OF DEATH 04-19-2004 FZLE NUNBER 21 04-0429 'O~i ~'~U~ -9 /~O~TY CUNBERLAND ACN 101 Amoun~ Remi~ed DOROTHY L HAKE CHECK PAYABLE AND RENZT PAYNENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~o your account, submi~ ~he upper portion of ~his form wi~h your ~ax payment. CUT ALONG THZS LZNE ~"* RETAZN LOWER PORTZON FOR YOUR RECORDS ~ REV-1607 EX AFP (01-03) ~ ZNHERZTANCE TAX STATENENT OF ACCOUNT ~ ESTATE OF NOSIER DOROTHY L F'rLE NO. 21 04-0429 ACN 101 DATE 10-15-2004 THTS STATENENT TS PROVTDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACH TN THE NANED ESTATE. SHO#N BELON TS A SUNNARY OF THE PR/NC/PAL TAX DUE, APpLTCATTON OF ALL PAYNENTS, THE CURRENT BALANCE, AND, 'rF APpLTCABLE, A PROJECTED TNTEREST FTGURE. DATE OF LAST ASSESSNENT OR RECORD ADdUSTNENT: 09-20-2004 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYNENTS (TAX CREDITS): $,425.88 PAYNENT RECEZPT DISCOUNT (+) ANOUNT PA~D DATE NUNBER INTEREST/PEN PAID (-) 161.48 07-19-2004 09-22-2004 CD004178 CD004418 .00 $,068.18 196.22 IF PAZD AFTER THIS DATE, SEE REVERSE S/DE FOR CALCULATION OF ADDITZONAL INTEREST. ZF TOTAL DUE 1S LESS THAN $1, NO PAYNENT ZS RE~U/RED. IF TOTAL DUE IS REFLECTED AS A 'CRED/T' TOTAL TAX CREDZT $,425.88 BALANCE OF TAX DUE .00 ZNTEREST AND PEN. .00 TOTAL DUE .00 YOU HAY BE DUE A REFUND. SEE REVERSE SZDE OF THTS FORH FOR TNSTRUCTZONS. ) PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RES[DENT DECEDENT make check or money order payable to: REGISTER OF N/LLS, AGENT. -- If NON-RES[DENT DECEDENT make check or money order payable to: COHMONNEALTH OF PENNSYLVANIA. REFUND (CA): 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 are available at the Office of the Register of Hills, any of the Z3 Revenue District Offices or from the Department's Z4-hour answering service for forms ordering: 1-800-36Z-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-4qT-30ZO (TT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individua! Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601) Harrisburg, PA 171Z&-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (5) calendar months after the decedent's death, a five percent (SZ) discount of the tax paid is allowed. PENALTY: The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .00016q. A11 taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which ~ill vary free calendar year to calendar year ~ith that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2004 ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 ZOX .000548 1988-1991 llX .000301 2001 9X .000Z47 1983 162 .000438 1992 9Z .000Z47 ZOOZ 62 ,D00164 198q 11X .000301 1993-1994 7X .00019Z 2003 SX .000137 1985 13~ .000356 1995-1998 9X .O00Zq7 ZOO4 qX .000110 1986 lOX .O00Z7q 1999 7~ .OO019Z 1987 9X .000247 2000 8~ .000Z19 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUI(BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/07/2005 CUNNINGHAM JORDAN D 2320 N SECOND STREET HARRISBURG, PA 17110 RE: Estate of FRITZ RONALD E File Number: 2003-00429 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: 5/08/2005 Your prompt attention to this matter will be appreciated. . Thank You. Sincerely, .~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/07/2006 ARNDT PATRICIA LEE 29 RIVERVIEW DR ENOLA, PA 17025 RE: Estate of MOSIER DOROTHY File Number: 2004-00429 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 4/19/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, '&~~~/~N~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/07/2006 BRYSON REBECCA ANN 279 SUSQUESHANNA AVE ENOLA, PA 17025 RE: Estate of MOSIER DOROTHY File Number: 2004-00429 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANSJ 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: 4/19/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, kuvlL~~~~~/~ / Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Register of Wills of Cumberland County Date of Death: STATUS REPORT UNDER RULE 6.12 ])()~'rHi.f ,tJ10So/eiZ- .:/!r'1 /3-rJcJ f Name of Decedent: Estate No.: :HJO 4 -- 00 <7 ;;L f 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 lf1 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 t~ personal representative file a final account with the Court? Yes lfl No 0 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 ~ 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. ~~ Date: 4l ~ t" Signature ffh-Rlr! IA M)/i)'! Name ~9 ,(JrlE/2 tile W0~ tfmi.-It- ~4 /1cJ-S Address 7r 77 3 -2- J.2J3 Telephone No. ,,____:..... fFfD~_~~_~l D~_~~~~~+~+;,,~ va.pa\..-u.y. ~~ \";.l.,vua..l.1.~\";p.l\";.::J\.I.u.LU.LJ.\',"" o Counsel for personal representative /~. j~~Y Register of Wills of Cumberland County Name of Decedent: STATUS REPORT UNDER RULE 6.12 00 t2 () r Ily /h () S I erG Date of Death: <-Iller/ko'! /JO{) c/ --- 00 L/ ;;.1 Estate No.: 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 .0 No 0 2. lfthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. lfthe answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes Kl No 0 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 ijl 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. Date: t./ /1, _,~, .j } ,\ Signa~re- , I I, '. .," "'r'" " i,y--' '" > "'~ "'.---' - <" r--~ // Name ,..;. / -,,~"', ....:"~,,,.. !. / Address ./~"'-'" ,--'. j l Telephone No. r<____~...... ~n--n~~nl no~_o~o~~~~;"o '\.....-apa...... U] . 1. \.r.L.;)VUU.L ..l"-......pL '-".;)\...'J.,u.u.u t' v Counsel for personal representative J~J) Cumberland coun~y - ~~~~o~~~ ~- One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 i ".~ "j Date: 4/24/2007 r,) r"'-~~ -\": ~'''-) FRITZ BONNIE S ell -.J 106 WOODLAND DRIVE MECHANICSBURG, PA 17055 RE: Estate of FRITZ RONALD E File Number: 2003-00429 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death. shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/08/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. SJ;::~~ Glenda Farner Strasbaugh Clerk of the Orphans. Court cc: File Counsel c-~J Cumberland County - Register Of WillS One Courthouse Square Carlisle, PA 17013 phone: (717) 240-6345 Date: 4/24/2007 o ~~~~ r'J -f~-- CUNNINGHAM JORDAN DANIEL 2320 N 2ND STREET PO BOX 60457 HARRISBURG, PA 17106-0457 f'>) CT) --.: RE: Estate of FRITZ RONALD E File Number: 2003-00429 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS. COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/08/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. s;;:;:~~ Glenda Farner Strasbaugh Clerk of the Orphans. Court cc: File Personal Representative(s) \ ~