HomeMy WebLinkAbout02-0105 PETITION FOR GRANT OF LETTERS
Estate of HELEN W. KEGERREIS No. 21-02-105
also known as
HELEN W. KEGGEREIS Deceased Social Secudty No. 198100460
SUZANNE R. GRAHAM AND SUE C. MILNES
Pe~lmne~(s). who is/am 18 ~am ~ age ~ olde~, al~l~)ies) fo~:
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut ORS named in the Last Will of the
[~ Decedent, dated 9~6~90 and codicil(s) dated
Except as follows, Decedent did not mare/, was not divorced and did not have a child bom or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never edjudicated incapacitated:
[] (c. La.. d.b.n.c. La.: pendente lite. durante ~____h~.~nlja; durante minontate)
B.
Grant
of
Letters
of
Administration
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was surviv[~cl by the following spouse
(if any) and heirs:
' I
Name Relationship Residence
(COMPLETE IN N.L CASES:) Attach additional sheets if necessary.
Decedent was domidled at death in CUMBERLAND COUNTY County, Pennsylvania, with his/her last family or principal
residence at 210 BIG SPRING ROADT WEST PENNSBORO TWP., NEWVILLE, PA 17241 (list stre~ numbe~' a~d municipalS)
Decedent, then 96 years of ege, died JANUARY 16 ,2002 , at CARLISLE REG. MEDICAL CENTER
(Loca~a)
Dece0ent at death mined property with es~mated values as follows:
(if domiciled in PA All personal property ......................................... $ 50~000.00
(if not domiciled in PA Personal property in Pennsylvania ....................
(if not doaliciled in PA Personal property in County .............................. $
Value of real estate in Pennsylvania ........................................................................................
Tota~ ..................................................................................................................... $ 50,000.00
Real Estate situated as follows:
Wherefore, Pe 't~oner($) mopectfully request(s) the probate of the Last Will and Codicil(s) presented with this P®tition and the grant of letters in
the appropriate form to the undersigned:
I Signature Typed or printed name and residence
' ~/~- ~/'~ "f~ C ~? ~ ,(~__~-- ¥~/ SUZANNE R. GRAHAM
5223 ETON PL., MECHANICSBURG, PA 17055
~.~c.~ ~, SUE C. MILNES
114 E. KELLER ST. MECHANICSBURG, PA 17055
Oath of Personal Representative
Commonwealth of Pennsylvania
County of CUMBERLAND
The Petitioner(s) above-named swear(s) and 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
Decedent, Petitioner(s) will well and truly administer the estate according to law.
Swom to and affirmed and subscribed
SUE C. MILNES
/ / 7 '
DECREE OF REGISTER
Estate of HELEN W. KEGERREIS Deceased No. 21-02-105
also known as
Social Security No: 198100460 Date of Death: 1116/02
AND NOW, JANUARY 30 2002 , in consideration of the Petition on the
reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~ Testamentary CI of Administration
((c. La.. d.b.n.c.t: pendente lite: durante absem~a; durante minodate)
are hereby granted to SUZANNE R. GRAHAM AND SUE C. MILNES
in the above estate and that the instrument(s), if any, dated SEPTEMBER 6, 1990
described in the Petition be admitted to probate and filed of record as the Last Will of Decedent.
FEES
Letters .................................... $ 1
Sho~ Ce~fi~tes(s) ............... $ 9.00
Renunciation .......................... $
~ Pages ( ) ............... $ 9.00
I.T.R ....................................... $
JCP F~ ................................. $ 5.00 AEomey: SALLY J. WINDER
Invento~ ................................ $ I.D. No: 24705
O~er ...................................... $ Adding: 701 E. KING ST.,
SHIPPENSBURG PA 17257
TOTAL ............................. $ 138.00 Telephone: 717 532~76
D~D: 1/30/02
This 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.
~ t..// Local Re"~istra? -- -- :>
P ?998093 ._,
No. ~ ~/ - - 'Darer/ ' -
21-02-105
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH" VITAL RECORDS
CERTIFICATE OF DEATH
~i ~ I ' ·
~)~l~ k. ~ll~ J~ ~(l~ ~,~tM ~az~J,. · * ,,. White
~:~) Harrisburg ~ffi ~ ~~
~o~ ,m~ Pennsylvania
West
210 Big Spring Rd. ~
Neville, PA 17241 ~ ,~.~ Cumberland
William W. Ke~erreis ,~ Anna Blanche ~ohmeton
Suzanne H. Graham ~ 5223 Eton Place. Mechanicsburm. PA 17055
~ ~ ~~ ~'~ ~ ~ Southampton Township
~ ~ ~ ~ 01-20-2002 a~iddl~
~~'~. q" ~. ,. A~ I~ Z~
LAST WILL AND TESTAMENT
21-02-105
I, Helen W. Kegerreis, of the Borough of Shippensburg, Cumberland County,
Pennsylvania, declare this to be my Last Will and Testament and revoke any
will or codicil previously made by me.
ITEM I: I direct that all my just debts and funeral expenses, including
my gravemarker and all expenses of my last illness, shall be paid from my
residuary estate as soon as practicable after my decease as a part of the
administration of my estate.
ITEM II: I give, devise and bequeath to my sister, Anne H. Bringman, the
full sum of Five Hundred ($500.00) Dollars in repayment of a prior loan to me,
my set of good dishes which are cream colored with green decoration, and my
pearl ring.
ITEM III: I give, devise and bequeath to my sister, Mary Lou Polk, my
edlepoint picture, a set of sconces, my mantle clock, and my emerald ring.
ITEM IV: I give, devise and bequeath to my sister-in-law, Esther
Kegerreis, the antique stand in the dining room. I further request that she
keep this item in the family and pass it to a family member by gift or Will as
it is a family heirloom.
ITEM V: I give, devise and bequeath to Thomas and Gail Polk the porcelain
goose girl from Denmark.
ITEM VI: I give, devise and bequeath to Timothy and Lucy Polk the carved
figurines of the Holy Family from Oberammergau and the carved rooster.
ITEM VII: I give, devise and bequeath to Rosemary and David Earls the
luster pitcher.
ITEM VIII: I give, devise and bequeath to John W. Handshew my
paperweight collection.
ITEM IX: I give, devise and bequeath to Suzanne Graham the handless cup
~nd saucer, the antique sugar bowl, the potpourri jar, Courthouse picture, and
~rass plate from Yugoslavia.
ITEM X: I give, devise and bequeath to Sue Milnes the porcelain Llardo
girl, Middlespring plate, pickle fork, and brass plate from Egypt.
ITEM XI: I give, devise and bequeath to Norman Kegerreis, my drop leaf
table from the living room, Rachel Campos bone china cup and saucer.
ITEM XII: I give, devise and bequeath to Gretchen Mackey a bone china
cup and saucer of her choice from my collection.
ITEM XIII: I give, devise and bequeath to Barbara Kegerreis a bone china
cup and saucer of her choice from my collection.
ITEM XIV: I give, devise and bequeath to Norma Kegerreis a bone china
~ and saucer of her choice from my collection.
ITEM XV: I give, devise and bequeath to Stephen Kegerreis my picture
Prom Egypt.
ITEM XVI: I give, devise and bequeath to Debbie Kegerreis my Majorica
~earls.
ITEM XVII: I give, devise and bequeath to Elizabeth Kegerreis, my jade
ring.
ITEM XVIII: I give, devise and bequeath to Joan Burgess my double pearl
earrings.
ITEM XIX: I give, devise and bequeath to Betty Goodhart a bone china cup
and saucer of her choice from my collection and her selection of an item of my
jewelry which is not otherwise specifically bequeathed.
ITEM XX: I give, devise and bequeath all of my clothing to Goodwill
Industries.
ITEM XXI: I give, devise and bequeath the rest, residue and remainder of
my estate of every nature and wheresoever situate as follows:
A. Forty (40%) percent to the Civic Club of Shippensburg,
B. Forty (40%) percent to the Middlespring Presbyterian Church,
C. Twenty (20%) percent to the cemetery association of the Middlespring
Presbyterian Church.
ITEM XXIV: 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 part of the expenses of the administration of
my estate.
ITEM XXV: I appoint Suzanne R. Graham and Sue C. Milnes, Co-executors
of this my Last Will and Testament.
ITEM XXIX: I direct that my executors or their successors shall not be
required to give bond for the faithful performance of their duties in any
jurisdiction.
IN WITNESS WHEREOF, I hereunto set my hand and seal to this my Last Will
and Testament, written on ~ sheets of paper, dated this ~ day of
September, 1990.
Helen W. Kegerrei~
The preceding instrument, consisting of this and one other typewritten
page, each identified by the signature of the testatrix, Helen W. Kegerreis,
was on the day and date thereof signed, published and declared by Helen W.
Kegerreis, the testatrix herein named, as and for her Last Will, in the
presence of us, who, at her request, in her presence, and in the presence of
each other, have subscribed our names as witnesses hereto.
~~ ~. /~~ residing at ~J~2~_~_~ ~
COMMONWEALTH OF PENNSYLVANIA:
: SS
COUNTY OF CUMBERLAND :
We, Helen W. Kegerreis, ~ll~f 3. ~~ and 4~ ~~ ,
the testatrix and the witnesses, respectively, 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 Testament and that she signed willingly (or
willingly directed another person to sign for her), and that she executed 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 witnesses and that to the best of our knowledge, the testatrix was
at that time eighteen years or older, of sound mind and under no constraint or
~undue influence.
Subscribed, sworn to and acknowledged,
by Helen W. Kegerreis, the testatrix
and sworn to before me by
and ~ ~~, witness~, this
_~.~. day of September, 1990.
.
Notary Public
NOTARIAL SEAL
PAULA M. REED, Notary Public
SJlJppensburg Twp., Cumberland Co.,
,My Commission Expires Dec. 13, 1993
JRD/June 30, 1992/17858
,q./
JUN 1 3 ZOO2 I~
In Re: Estate of HELEN W KEGERREIS : ORPHANS' COURT DIVISION
Late of WEST PENNSBORO TOWNSHIP : COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY
Estate No.: 21-2002-105 : PENNSYLVANIA
:
: NO.
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: SUZANNE R GRAHAM
Counsel for Personal Representative: SALLY J WINDER
Date of Grant of Original Letters: JANUARY-30-2002
Date of Delinquency Notice: MAY-10-2002
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6,
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
the above named counsel for the personal representative have filed with the Register of Wills or
Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court
Orphans' Court Rules, was given by the Register of Wills on 05-10, 2002, and that the ten (10)
day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e) 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 counsel for the delinquent personal representative.
Date: 06-12-2002 ~[t.c~ (/'~. ~ ~ ~ ~~
l~ary~. Lewis, Register of Wills- (,/
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for ,/d~_j~ ,,a~,,~. at ?.:Sa ,~,t~, In Courtroom No. 3. If the
Certification of Notice is filed prior to the hearing date, the he--~ng will automatically be
cancelled.
Geor~
JRD/June 30, 1992/17858
JUN 1 3 ~002'
In Re: Estate of HELEN W KEGERREIS : ORPHANS' COURT DIVISION
Late of WEST PENNSBORO TOWNSHIP : COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY
EstateNo.: 21-2002-105 : PENNSYLVANIA
:
: NO.
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: SUE C MILNES
Counsel for Personal Representative: SALLY J WINDER
Date of Grant of Original Letters: JANUARY-30-2002
Date o£Delinquency Notice: MAY-10-2002
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6,
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
the above named counsel for the personal representative have filed with the Register of Wills or
Cleric o£the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court
Orphans' Court Rules, was given by the Register o£Wills on 05-10, 2002, and that the ten (10)
day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e) 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 counsel for the delinquent personal representative.
Date: 06-12-2002 (~~3 ~/~.~~~ & ~~'
I4/lary(~. Lewis, Register o£Wills
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
A heating is scheduled for ~ ,,~, goo ~ at ~ 5,~a~t~In Courtroom No. 3. If the
Certification of Notice is filed prior to the hearing date, the hearing will automatically be
cancelled.
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: HELEN W. KEGERREIS :::~ r-~,
Date of Death: 1/16/02 Estate No. 21-02-0105 -~-~--
SSN: 198-10-0460 File No.
Date Letters Granted: 1/30/02 Will or Administration No. '~
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 1/30/02
Name Address
SUZANNE GRAHAM 5223 ETON PLACE,
MECHANICSBURG, PA 17055
SUE MILNES 114 KELLER STREET
MECHANICSBURG PA 17055
MARY LOU POLK 3524 SEPTEMBER DRIVE
CAMP HILL PA 17011
NORMAN KEGERREIS 56 QUEEN STREET
ENOLA PA 17025
RACHEL CAMPOS 805 NORTH 26TH STREET
HERRON IL 62948
STEPHEN KEGERREIS 3905 PONDEROSA ROAD
DEBBIE KEGERREIS MALABAR FL 32950
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
NONE
Signature~/
Capacity: SALLY J. WINDER
. Personal Representative Name (Please type or print)
X Counsel for Personal Address --
Representative 9974 MOLLY PITCHER HVVY
SHIPPENSBURG PA 1725~7.
Telephone No. 717-532-9476
Continuation of Certification of Notice Under Rule 5.6(a)
HELEN W. KEGERREIS
1/16/02
Page 1
Names and addresses
Name Address
ELIZABETH KEGERREIS 2103 SOUTH GREENWAY DRIVE
MELBOURNE FL 32901
JOAN BURGESS 4005 TUTWEILER
MEMPHIS TN 38122
BETTY GOODHART 24 SHIPPENSBURG MOBILE ESTATES
SHIPPENSBURG PA 17257
ANNE H. BRINGMAN 108 EGE DRIVE
CARLISLE PA 17013
ESTHER KEGERREIS P.O. BOX 115
C/O ARLENE ZOOK GORDONVILLE PA 17572
THOMAS POLK 160 RIVERVIEW ROAD
GAlL POLK ATHENS GA 30606
TIMOTHY POLK 1388 ENGLEWOOD AVENUE
LUCY POLK ____ ST PAUL MN 55104
ROSEMARY EARLS 624 GREENWAY TERRACE
DAVID EARLS KANSAS CITY MO 64113
GRETCHEN MACKEY 111 SOUTH PRINCE STREET B10
SHIPPENSBURG PA 17257
NORMA KEGERREIS 2646 ORRSTOWN ROAD
SHIPPENSBURG PA 17257
CIVIC CLUB OF SHIPPENSBURG 304 EAST KING STREET
C/~.O MARY ANN FOGELSANGER SHIPPENSBURG PA 17257
MIDDLE SPRING PRESBYTERIAN CHURCH 135 MIDDLE SPRING ROAD
MIDDLE SPRING PRES. CH. CEMETERY ASSN SHIPPENSBURG PA 17257
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 002103
WINDER SALLY J ESQUIRE
9974 MOLLY PITCHER HIGHWAY
SHIPPENSBURG, PA 17257
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
........ fold .......... - .......
101 $209.84
ESTATE INFORMATION: SSN: 198-10-0460
FILE NUMBER: 2102-0105
DECEDENT NAME: KEGERREIS HELEN W
DATE OF PAYMENT: 01/30/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 01 / 1 6/2002
TOTAL AMOUNT PAID: $209.84
REMARKS: SUZANNEGRAHAM
C/O SALLY J WINDER ESQUIRE
CHECK# 112
INITIALS: DO
SEAL RECEIVED BY: DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF REV-1500
PENNSYLVANIA
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN F,LE.U.BER
DEPT. 280601
HARR,SBURG, PA17128 01 RESIDENT DECEDENT / -
COUNTYC--'~ ~ -- -- NUMBER--
DECEOENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Z KEGERREISHELENW. 1 g 8- 1 O- 0 4 6 0
/,~ DATE OF DEATH (MM-DD-Year) I DATE OF BIRTH (MM-DD-Yea-) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
I.U I REGISTER OF WILLS
O 01/16/2002 08/01/1905
III (rF APPUCABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
~-m [] 1.OdginalRetum r'-'] 2. SupplementalRetum r-'] 3. RemainderRetum (dateofdeatt~pr~to12-13~2)
~:~i r-~ 4. Limited Estate E~ 4a. Future Interest Compromise (dam o~ ~,~h am~ 12-12-~2) r~ 5. Federal Estate Tax Retum Required
o~m O 6. Decedent Died Testate (AttachcocyofWil) [~1 7. DecedentMaintainedaLivingTrust(Attachmoyo~Trust) __ 8. Total Number of Safe Deposit Boxes
< r-] 9. Litigation Proceeds Reeaived r"-] 10. SpousalPovertyCreqitldae~hbetv, een12-31-9, and,-~-951 D ll. Election to tax under Sec. 9113(A)(A~achscho)
~_ THIS SECTION MUST BE COMPIJ=i,.-~. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
z NAME COMPLETE MAILING ADDRESS
z SALLY J. WINDER 9974 MOLLY PITCHER HIGHWAY
o
a. FIRM NAME (If Applicable)
U.I
O TELEPHONE NUMBER
717 532 9476 SHIPPENSBURG PA 17257
1. Real Estate (Schedule A) (1) OFFICIAL USE ONLY
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) 96,356.48
(Schedule E)
O 6. Jointly Owned Property (Schedule F) (6)
~ Separate Billing Requested
:::3 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
I--- (Schedule G or L)
¢~ 8. Total Gross Assets (total Lines 1-7) (8) 96,356.48
I,U 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 22,117.02
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 12,860.01
11. Total Deductions (total Lines 9 & 10) (11) 34,977.03
12. Net Value of Estate (Line 8 minus Line 11) (12) 61,379.45
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) 60~ 004.45
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 1 ~375.00
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
i I 15. Amount of Line 14 taxable at the spousal tax
I
rate, or transfers under Sec. 9116 (a)(1.2) X .0 (15)
16. Amount of Line 14 taxable at lineal rate X .0 (16)
O~ I 17. Amount of Line 14 taxable at sibling rate X .12 (17)
18. Amount of Line14 taxable at collateral rate 1,375.00 x .15 (18) 206.25
I 19.1ax Due (19) 206.25
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's Cqmplete Address:
STREET ADDRESS
210 BIG SPRING ROAD I
c,TY NEVVVILLE ISTATE PA Iz'" 17241
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) 206.25
2. Credits/Payments
A. Spousal Poverty Credit
B. Pdor Payments
C. Discount
Total Credits ( A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest 3.59
E. Penalty
Total Interest/Penalty ( D + E ) (3) 3.59
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) 209.84
A. Enter the interest on the tax due. (5A)
B. Enter the total of Une 5 + 5A. This is the BALANCE DUE. (5B) 209.84
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ........................................................................... [] []
b. retain the dght 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 secudty 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.
~:)e~j~. n~SpreparerOf perju~. I .d~c. lar~., tflatl have. examine~. I~,s [et.um. i .ncludi..ng. ,acco~.paay[ng .sc.bedules ~ statements, and ,o the best of my knowledge and belief, it is true. correct ~ complete. omer man me pesona repmsema~ve ~s Dase~ on al ~nmrma~on ol w~cn preparer nas any knowledge.
ADDRESS' 114 KELLER STI~EET ~") '~'
MECHANICSBURG PA 17055 --
SIGNATURE O~A/~F_,,R OTHER TH/~N P, EPRESENT,,M'IVE ?ATE
ADDRESS 9974 MG~LLY PITCHER HIGHWAY //' ~/ -
SHIPPENSBURG PA 17257
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. {}9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. {}9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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 decedenrs lineal beneficiaries is 4.5%, except as noted in 72 P.S. {}9116(1.2) [72 P.S. {}9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. {}9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
SCHEDULE E
CO MO"W LT.O PE..S LVA.,^ CASH. BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN
RES, . CEDE r PERSONAL PROPERTY
ESTATE OF FILE NUMBER
KEGERREIS HELEN W,
Indude the proceeds of litigation and the date the proceeds were received by the estate. All propen'y jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. FARMERS NATIONAL BANK OF NEWVILLE, ACCT 181250, DATE OF DEATH 473.19
BALANCE
2. ALLFIRST BANK, ACCT NO. 00973-4018-9, DATE OF DEATH BALANCE PER 19,822.86
ATTACHED COPY OF BANK STATEMENT
3. ALLFIRST BANK, CERTIFICATE OF DEPOSIT, ACCT NO 8-700-800-0426714 1,012.50
4. ALLFIRST BANK, CERTIFICATE OF DEPOSIT, ACCT NO 8-700-800-0428563 5,084.77
5. ALLFIRST BANK, CERTIFICATE OF DEPOSIT, ACCT NO 8-700-814-1256866 20,099.32
6. ALLFIRST BANK, CERTIFICATE OF DEPOSIT ACCT NO 8-700-800-0430428 5,055.23
7. ALLFIRST BANK, CERTIFICATE OF DEPOSIT,ACCT NO 8-700-800-0428660 3,390.02
8. ALLFIRST BANK, CERTIFICATE OF DEPOSIT ACCT NO 8-700-800-0426862 4,008.89
9. ALLFIRST BANK, CERTIFICATE OF DEPOSIT ACCT NO 8-000-000-1982211 15,150.96
10. ALLFIRST BANK, CERTIFICATE OF DEPOSIT ACCT NO 8-700-800-0434601 2,016.81
11. ALLFIRST BANK, CERTIFICATE OF DEPOSIT ACCT NO 8-700-800-0426188 10,634.15
12. PERSONAL PROPERTY SPECIFICALLY BEQUEATHED IN WILL PER ATTACHED 220.00
APPRAISAL
13. JEWELRY SPECIFICALLY BEQUEATHED IN WILL PER ATTACHED APPRAISAL 655.00
14. PROCEEDS FROM SALE OF PERSONAL PROPERTY 480.35
15. OSSTOWN BANK, BURIAL FUND IN DECEDENT'S NAME 8,252.43
TOTAL (Also enter on line 5, Recapitulation) $ 96~356.48
(If more space is needed, insert additional sheets of the same size)
Division of Adams County National Bank 1
~-~3-02
Account No. 181250
Enclosure Debits
801
HELEN W KEGERRIES
210 BIG SPRING ROAD
NEWVILLE PA 17241
Ad Ac~oun~in~ gerviqe~ f~om~your hank? Is all ~dds
ams uoun~y ~aEionai sank o~ers Tax and Accounting ~ervices
for ~ndividuals, partnerships and corporations.
Co~tact Craig Showvaker a% 717/338-~266 for more information or
to schedule an appointment for 2001 income tax preparation.
18 125 0 55 PRIME CHECKING ACCOUNT
Previous Balance 1-15-02 473.19
+~pogi~s/~rgdits 1 16.40
-unec~s/DeDiEs .00
-Service Charge .00
+Interest Pai~ .00
Current Balance 489.59
Days mn Statement Period 29
* -EFT ACTIVITY- *
Date Tracer Description Amount
1-18 10118 AMERITAS LIFE IN AMERITAS 16.40
* ............. DAILY BALANCE SUMMARY- -*
Date ~alance Date Balance Date Balance
1-15 473.19 ltl8 489.59
END OF STATEMENT
DDASTMT
allfirst
HELEN W KEGERREIS
GILLILAND MANOR
210 BIG SPRING RD
NEWVILLE PA 17241-9497
h,,llh,,h,hh h,h,,llhh,,h,lhh,l,,,I,,,lllh,,,hhl
Page I of 4
RelationshiP With InterestD..m.r ,,, thru ,,, ,=
Helen W Kegerrei$ Acct No 00973-4018-9 O allfirst.com O 24-hour
Customer Service
1-800-533-4630
Activity Summary .'
Number of checks safekept 1 Balance on 12/26 $17,876.83
Annual percentage yield earned 0.2~ Deposits and additions 10,880.22
/
Avg. daily ledger balance $19,659.16 Checks -925.17
Avg. daily collected balance 8].9,583.04 Other activity -8,005.00
Interest earned this statement $q.02 Balance on 01125 $].9,826.88
Interest paid this Statement $tt.02
Interest paid this year ' $q.02
Days covered by this statement 30
Depositi and additions'
Date Descri~ion Amount
12/31 ACH CREDIT $1,221.3S
PA TREASURY DEFT ANNUITANT 198100460
1236003133HELEN W KEGERREIS 20013619038412
01/03 ACH CREDIT ' 0~-- 89S.00
US TREASURY 303 SOC SEC 198100460A SSA
3031036030HELEN W KEGERREIS 20020020904112
01/11 DEPOSIT 8,759.85
01/25 INTEREST PAID
$10,880.22
Checks
* Denotes missing aequence number
Number Date Amount [/~"e are $o~fekeeping
6716 01/15 $92S. 17 your checlcsfor
your convenience.
0015-98317522226 050
'/ allfirst ., ,
Other activity ...... .
Date DescrJ~/on Amount
01/07 ACH DEBIT
THE ADVANTAGE ,JAN DUES 010502100000
9621411071KEGERREI$ HELEN 20020042783566
01/11 CHECK DEPOSITCORR DB
-8,005.00
End of Day Ledger Balance
Account balances are updated in the section below on days when transactions posted
to this account. '
Date Balance Date Balance ~,,...*O~te
12/26 $27,876.83 01107 $19,988. ].~ $19,822.86
12/31 ].9,098. ].8 01111 20,7q8.03 01/25 ].9,826.88
01103 ].9,993. ~.8
Direct deposit of your paycheck or* Social Security check gives you control, safety and
convenience. Your check can autOmatically be deposited to the A!lfirst account you '" :.~
choose. To set up direct deposit of your paycheck, contact YoUr employer/issuer. To set
up direct d~posit of your Social Security check, call Social Security at 1-800-772-1213
(7 am to 7 pm).
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View. Three ways AIIfirst is making checking easier for you.
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The disclosure in the IRA brochure mailed in the January 2002 statements refer to
products offered by AIIfirst Brokerage Corporation and AIIfirst Annuities Agency
Corporation. Securities products are offered through AIIfirst Brokerage Corporation
and annuities are offered through AIIfirst Annuities Agency Corporation.
The annual percentage yield earned reflects the amount of interest earned on the account
during the statement period and the average daily balance in the account for that' period.
The interest rate paid will fluctuate according to money market conditions.
004028
0015-S8317522226 050
Joseph James Jewelers
TO WI~l~ IT M~Y ~:
NAME: ~ ~ ¢/0 ~ ~
The followin~ ixuus were evaluated for estate purposes.
One ladies 141~ yellow gold diamond and cmeraki rin8. This ring conta~ eight l.'Imm single
~iiamonds. Thi~ weiBh 8ppr~ly .16ctw. TI~ clarity is SI. The color is It-L This also c4mmins nme
3,0n~3~ genuine emcr'~ M~th commercial color and clariS. Ail sumes arc secured withb a 141~ w~ ~old circul~
dustzr desiSn. The finf~cr size is 7.5.
Value: SI70.O~
One indies IgK yetlow gold cultural pearl and diamond ring. F. ac.h pearl measures approximately 7.5nun.
Thc lust~ is very goo~L The color is white rose'. These are f~amcd wi~h nvclvc 1.0mm single cut diamonds. These
weigh .06ctw. Each ts bead set within marquise shaped plate. The f'mgcr size is '/.5.
Value: $190.00
Onc IMies 14K whit~ gold double cultured pearl ean'ings. Each carting contains one ~.75mm and one
6.7~mm pearl- Each is anacbcd to n French screw back design.
Vntue: $110.00
*lust~ and hi&lily visible b .ler_nishes. The color is creamy white. The strand mcasur~ sxxteen mcues mn&, wxm tn
Value: $125.00
Febp~lry 12.2002
JAME~ D, DAVIS P.G.' ~
301 Ei$c Maifl Street · Mechanicst~upo, PA 17055 · (717)795-9~4
'joseph James Jewelers
APPRAISAL OF pERSONAL PROPERTY OF THE ESTATE OF HELEN W,
KEGERREIS, DECEASED, GREEN RIDGE VILLAGE, 410 BIG SPRING AVENUE,
NEWyILLE, PA ON JANUARY 30, 2002:
Items bequeathed in Will:
Needlepoint picture $ 35.00
Set of sconces $ 20.00
Mantle clock '$ 60.00
Potpourri jar $ 15.00
Court House picture $ 20.00
Brass plate from Yugoslavia $ 15.00
Picture from Egypt $ 20.00
Brass plate from Egypt $ 20.00
Poreelaln Llardo girl $ !~.00
TOTAL: $ 220.00
APPRAISED BY:
Denni~ L. Gotshall, Auctioneer/Prop.
Dan Hershey Auctioneering Service
PA Lic. #AU-002306-L ~
3 Brown Road .~
Shippensburg, PA 17257
REV-1511EX - (1-97)
"~" SCHEDULE H
COMMO.VV~LTH OF PE..S¥'V^N~^ FUNERAL EXPENSES &
INHERITANCE TAX RETURN
RESI~.T DECEDE.T ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
KEGERREIS HELEN VV,
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. FOGELSANGER-BRICKER FUNERAL HOME, INC. FUNERAL ACCT 7,075.50
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s) SUE MILNES/ SUZANNE GRAHAM 9,635.64
Social Security Number(s) / EIN Number of Personal Representative(s) 207346078/194289338
St]~eetAddress 114 EAST KELLER STREET
C~ MECHANICSBURG state PA Zip 17055
Year(s) Commission Paid: 2003
2. AttomeyFeas SALLY J. WINDER 4,817.82
3. Family Exemption: (If decedents address is not the same as daiment's, attach explanation)
Claimant
Street Address
City. State Zip
Relationship of Claimant to Decedent
4. ProbateFeas REGISTER OF WILLS, LETTERS TESTAMENTARY, FILING RETURN 215.00
5. Accountant's Fees
6. Tax Retum Preparers Fees
7. CUMBERLAND LAW JOURNAL, ADVERTISE LETTERS 75.00
8. THE VALLEY TIMES-STAR, ADVERTISE LETTERS 65.00
9. JOSEPH JAMES JEWELERS, JEWELRY APPRAISAL 127.20
10. DAN HERSHEY AUCTIONEERING SERVICE, PERSONAL PROPERTY APPRAISAL 25.00
11. SUE MILNES, POSTAGE AND SHIPPING FOR SPECIFIC BEQUESTS 50.86
12. SUZANNE H.GRAHAM, REIMBURSE EXPENSES RE: SALE OF PERSONALTY 30.00
TOTAL (Also enter on line 9, Recapitulation) $ 22~ 117.02
(If more space is needed, insed additional sheets of the same size)
REV-1512 EX * (1-97) ~
SCHEDULE I
co,~,~o.w~.TH O"PE..SVtVAH,^ DEBTS OF DECEDENT.
INHERITANCE TAX RETURN
RES.~.rDEcE~.T MORTGAGE LIABILITIES~ & LIENS
ESTATE OF FILE NUMBER
KEGERREIS HELEN W.
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1. PRESBYTERIAN HOMES, INC., SWAIM HEALTH CENTER FINAL BILL FOR NURSING 7,696.69
HOME CARE ACCT NO. 61040
2. WEST SHORE EMS-CARLISLE , AMBULANCE BILL 485.77
3. GRAHAM MEDICAL CLINIC, P.C.,OUTSTANDING ACCT 29.10
4. AESTHETIC AND RECONSTRUCTIVE SURGERY OF CENTRAL PA., P.C. 48.03
BALANCE OF BILL NOT COVERED BY MEDICARE
5. CONTINUING CARE RX, MEDICATIONS ACCT, OUTSTANDING BALANCE 1,176.42
6. GREEN RIDGE VILLAGE, SWAIM HEALTH CENTER, OUTSTANDING BALANCE FOR 14.00
TELEPHONE SERVICE
7. JOHN MCCREA, FEDERAL AND STATE TAX RETURN PREPARATION, 2000, 2001 110.00
8. U.S. TREASURY, 2001 INCOME TAX DUE 1,466.00
9. U.S. TREASURY, 2000 INCOME TAX DUE 1,834.00
TOTAL (Also enter on line 10, Recapitulation) $ 12,860.01
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX + (1-97~
SCHEDULE J
COMMONW 'TH O. PENNSY'VAN ,A B E N E F IC IA R IE S
INHERITANCE TAX RETURN
RESIDENT DECEDENT
E$¥ATE OF FILE NUMBER
KEGERF ElS HELEN VV,
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Tm~_tee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. THOMAS AND GAll POLK COLLATERAL HEIR SPECIFIC BEQUEST
160 RIVERVIEW ROAD
ATHENS, GA
2. LUCY POLK COLLATERAL HEIR SPECIFIC BEQUEST
1388 ENGLEWOOD AVENUE
ST PAUL, MN 55104
3. STEPHEN AND DEBBIE KEGERREIS COLLATERAL HEIR SPECIFIC BEQUEST
3905 PONDEROSA ROAD
MALABAR, FL 32950
4. JOAN BURGESS COLLATERAL HEIR SPECIFIC BEQUEST
4005 TUTWEILER
MEMPHIS, TN 38122
5. ROSEMARY EARLS COLLATERAL HEIR SPECIFIC BEQUEST
624 GREENWAY TERRACE
KANSAS CITY, MO 64113
6. SUZANNE GRAHAM COLLATERAL HEIR SPECIFIC BEQUEST
5223 ETON PLACE
MECHANICSBURG, PA 17055
7. SUE MILNES COLLATERAL HEIR SPECIFIC BEQUEST
114 KELLER STREET
MECHANICSBURG, PA 17055
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINE~ 15 THROUGH 17, 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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. MIDDLE SPRING PRESBYTERIAN CHURCH 36,002.67
135 MIDDLE SPRING ROAD
SHIPPENSBURG, PA 17257
2. CIVIC CLUB OF SHIPPENSBURG 24,001.78
CIO MARY ANN FOGELSANGER 304 E. KING STREET
SHIPPENSBURG, PA 17257
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 60~004.45
(if more space is needed, insert additional sheets of the same size)
~; COMMONNEALTH OF PENNSYLVANIA
BU AU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280&01
~RRISBURG, PA 17128-0&01 NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 05-24-2005
ESTATE OF KEGERREIS HELEN
DATE OF DEATH 01-16-2002
FILE NUMBER 21 02-0105
': COUNTY CUMBERLAND
SALLY J NINDER ACN 101
9974 MOLLY PITCHER HNY
SHIPPENSBURG PA 17257 I Amount Remitted l
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~' RETAIN LONER PORTION FOR YOUR RECORDS
REV-1547 EX AFP C01-05} NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KEGERREIS HELEN N FILE NO. 21 02-0105 ACN 101 DATE 05-24-2005
TAX RETURN NAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A} C13 .00 MOTE: To insure proper
2. Stocks and Bonds CSchedule B3 C23 .00 credit to your account,
5. Closely Held Stock/Partnership Interest CSchedule C3 C$3 .00 submit the upper port/on
4. Mortgages/Motes Receivable CSchedule D3 C43 .00 of this form ~ith your
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E3 (53 ~155~.4~ tax payment.
&. Jointly O~ned Property CSchedule F3 C63 .00
7. Transfers CSchedule G3 C73
8. Total Assets (8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
22,117.02
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H3 C93
10. Debts/Mortgage Liabilities/Liens CSchedule I3 C103
11. Total Deductions Cl13
12. Net Value of Tax Return (123 61,579.45
15. Charitable/Governmental Bequests; Non-elected 9115 Trusts CSchedule J3 C153
14. Net Value of Estate Sub3ect to Tax C143 1,575.00
NOTE: If an assessment was lssued previously, lines 14, 15 and/or 16, 17, 18 and 19 w11!
reflect figures that include the fora! of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of L/ne 14 at Spousal rate (153 .00 X O0 = .00
16. Amount of L/ne 14 taxable at Lineal/Class A rate (163 .00 X 04~ = .00
17. Amount of L/ne 14 at Sibling rate C173 .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C183 1,575.00 X 15 = 206.25
19. Principal Tax Due C193= 206.25
TAX CREDITS
PAYMENT RECEIPT I DISCOUNT
DATE NUMBER I INTEREST/PEN PAID C-3 AMOUNT PAID
01-50-2005 CD002105 5.42- 209.84
TOTAL TAX CREDIT I 206.42
BALANCE OF TAX OUEI .17CR
INTEREST AND PEN. I .00
TOTAL DUE I .17CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 91, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CA3, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.3
RESERVATION= Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enSoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
l/re or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inher/tance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOT[CE: To fulfill the requirements of Section 21~0 of the Inheritance and Estate Tax Act, Act 25 of 2000. (72 P.S.
Section 9140).
PAYHENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF NILES) AGENT
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications are available at the Office
of the Reg/ster of Wills, any of the 25 Revenue District Offices, or by calling the special 2~-hour
answering service for forms ordering= 1-800-562-2050; services for taxpayers with spec/al hearing and ! or
speak/rig needs: 1-800-~7-5020 (TT only).
08JECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deduct/ohs, 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 Department of Revenue, 8oard of Appeals, Dept. 281021, 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.
ADHIN-
ISTRATIVE
CORRECTIONS~ Factual errors discovered on this assessment should be addressed in writ/ng to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN~ Post Assessment Review Un/t, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instruct/ons for Inheritance Tax Return for a Res/dent
Decedent" (REV-/501) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three ($) calendar months after the decedent's death, a five percent (5~) d/scount of
the tax paid is allowed.
PENALTY= The 15~ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: 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 (6~) percent per annum calculated at a da/ly rate of .00016~. Ali taxes which became deiinquent 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 2005 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20~ .0005~8 1987 9~ .0002~7 1999 7~ .000192
1985 16~ .000~$8 1988-1991 11~ .000501 2000 8~ .000219
198~ 11~ .000501 1992 9~ .0002~7 2001 9~ .0002~7
1985 15~ .000556 1995-199~ 7~ .000192 2002 6~ .00016~
1986 10~ .00027~ 1995-1998 9~ .0002~7 2003 5~ .000137
--Interest is calculated as follows:
ZNTEREST= BALANCE OF TAX UNPAZD X NUMBER OF DAYS DELZN~UENT X DAXLY XNTEREST FAC'fOR
--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: 12/01/2004
WINDER SALLY J
9974 MOLLY PITCHER HIGHWAY
SHIPPENSBURG, PA 17257
RE: Estate of KEGERREIS HELEN W
File Number: 2002-00105
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 will become delinquent on: 1/16/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
STATUS REPORT UNDER RULE 6.12
Name of Decedent: ~.\
Date of Death:
Will No.: ~__~ ~) ~-~-- j D~ Admin. No.:
P~su~t to Rule 6.12 of the Supreme Co~ OChans' Corn2 R~es, I repo~ the
following wi~ respect to completion of the ad~stration of the above-captioned estate:
1. State, er a~inistrafion of the estate is complete:
Yes~ No ~
2. ~ ~e ~swer is No, state when ~e personal representative reasonably beheves
that ~e adminis~ation wi? be complete:
3. ~e ~swer to No. 1 is Yes, state ~e follow,g:
a. Did the personal r~tative file a ~al accost
W~
Co~?
Yes _
b. ~e sep~ate OCh~' Co~ No. (if ~y) for ~e person~ representative's
accost is:
c. Did ~e person~~tative state ~ accost ~o~ly to ~e p~ies
~ ~terest? Yes~ No
c. Copies of receipts, releases, jo~ders ~d approv~ of fora! or
~o~al accosts may be filed wi~ ~e Clerk of the OCh~s' Co~
~dmay be a2ached to tMs repo
Ad,ess /