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HomeMy WebLinkAbout03-0685 PETITION FOR PROBATE and GRANT OF LETTERS also known as , Deceased. To: Register of Wills County of Cumberland in the Social Security No. 180 - 01 - 1050 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner, who is 18 years of age or older, is one of the personal representatives named in the last will of the above decedent, dated JUNE 9, 1998. Decedent was domiciled at death in EAST PENNSBORO TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, with her last family or principal residence at 1700 MARKET STREET, CAMP HILL, CUMBERLAND COUNTY, PENNSYLVANIA 17011. Decedent, then 93 years of age, died AUGUST 9, 2003 at MANOR CARE WEST, 1700 MARKET STREET, CAMP HILL, CUMBERLAND COUNTY, PENNSYLVANIA 17011. 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. Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 7,640.00 (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: $ TOTAL $ 7,640.00 WHEREFORE, petitioner respectfully requests the probate of the last will presented herewith and the grant of letters testamentary thereon. CAMP HILL, PA 17011 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND The petitioner above-named swears that the statements in the foregoing petition are true and correct to the best of the knowledge of petitioner and that as personal representative of the above decedent, petitioner will well and truly administe~e~state acco/ing to law. ~ ~ Sworn to and s~b..scribed k...;L,/~.~./4., ,,~, /-~,~ .~ before me this ID day of ¢'O/SEPI-F'S. HINKI'E, JR. ~' (~UGUST, 2003. ~ ~ Register 0 iq-15ci-I© Estate of JOSEPH S. HINKLE, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, AUGUST 'C~ ,TH ~ 2003, in consideration of the petition hereto, satisfactory proof having been presented before me, attached IT IS DECREED that the instrument dated JUNE 9, 1998, described therein, be admitted to probate and filed of record as the last will of JOSEPH S. HINKLE and Letters Testamentary are hereby granted to JOSEPH S. HINKLE, JR.. FEES Probate, Letters, Etc. Short Certificates Filed: Register of Wills ~"~ .-~'-O HAROLD S. IRWIN [111 (ID Nq 29920) $ ~. {~) . 35 East High Street',,,....._.,,,,' $ [0 .(~(~ Carlisle, PA 17013 T/~,TAL $ r'/L~. U.$T l ~ ~,~D ~ 717-243-6090 lAST W IL L AND TESTAMENT I, JOSEPH S. HINKLE, of 123 November Drive, Apartment 2, Camp Hill, Cumberland County, Pennsylvania 17011, do hereby make, publish and declare this to be my last will and testament, hereby revoking all wills heretofore made by me. 1. I direct my personal representative to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. 2. I authorize and empower my personal representative to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My representative is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said representative. 3. I give, devise and bequeath all of my estate of whatever nature and wherever situate to my spouse, Mildred K. Hinkle. 4. If my spouse does not survive me by a period of at least sixty (60) days, then my estate I give, devise and bequeath to my children, share and share alike, the child or children of any deceased child taking the share their parent would have taken if living. 5. I nominate and appoint my spouse to be the personal representative of my estate, to serve without bond. If my spouse cannot or does not serve, then I appoint Joseph S. Hinkle, Jr. to be the substitute personal representative, also without bond. 6. I suggest that my personal representative retain the services of Harold S. Irwin, III, Carlisle, Pennsylvania in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this of June, 1998. day j~(~.~pH S. HINKLE ? Signed, sealed, published and declared by the above-named person as and for a last will and testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses. ACKNOWLEDGMENT AND AFFIDAVIT WE, JOSEPH S. HINKLE, GAY L. IRWIN and HEATHER A. BARBOUR, the testator and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his last will and that he had signed willingly, and that he executed it as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will as a witness and that to the best of their knowledge the testator was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. COMMONWEALTH OF PENNSYLVANIA : :SS: COUNTY OF CUMBERLAND · Subscribed, sworn to and acknowledged before me by JOSEPH S. HINKLE, the testator herein, and subscribed and sworn to before me by GAY L. IRWIN and HEATHER A. BARBOUR, witnesses, this ~ay of June, 1998. Harold,. Irwin III N0ta~ Publid I N ' Carliole Boro, Cumberland OeI~l~ I ~Jly Corr~mission Expires Sept. ~4.1~98 J Money, CERTIFICATE OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Will No. To the Register: JOSEPH S. HINKLE AUGUST 9, 2003 2003 -00685 Admin. No. 21 -03 - 00685 I certify that notice of beneficial interest or estate administration required by Rule 5.6(a) of the Orphan's Court Rules was se~rved on or mailed to the following beneficiaries of the above-captioned estate on September 2, 2003: Name JOSEPH S. HINKLE JANN HINKLE Address 4612 HAMPDEN AVENUE CAMP HILL PA 17011 397 SILVER SPRING RD MECHANICSBURG PA 17055 Notice has now been given to all persons~) except: NONE September 2, 2003 HAROLD S, IRWIN,~III, ESQOIRE 64 South Pitt Street Carlisle, PA 17013 717-243-6090 Attorney for Estate of JOSEPH S. HINKLE REV-1500 EX (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST AND MIDDLE INITIAL) HINKLE, JOSEPH S. FILE NUMBER 21 COUNTY CODE OFFICIAL USE ONLY SOCIAL SECURITY NUMBER 180 - 01 - 1050 __ 4a. Future Interest Compromise (for dates of death after 12-12-82) __ 7. Decedent Maintained a Living Trust (Attach copy of Trust) __ 10. Spousal Poverty Credit (date of death 03 0685 YEAR NUMBER __ 8. Total No. of Safe Deposit Boxes __ 11. Election to tax (Sec. 9113(A)) between 12-31-91 and 1-1-95) IAttach Sch O) NAME COMPLETE MAILING ADDRESS HAROLD S. IRWIN, III 35 EAST HIGH STREET, SUITES 201/202 TELEPHONE NUMBER CARLISLE, PA 17013 717-243-6090 1. Real Estate (Schedule A) (1) 0.00 2. Stocks and Bonds (Schedule B) (2) 0.00 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 0.00 4. Mortgages and Notes Receivable (Schedule D) (4) 0.00 5. Cash, Bank Dep & Misc Personal Property (Sched E) (5) 6,891.33 OFFICIAL USE ONLY 6, Jointly Owned Property (Schedule F) (6) 7, Transfers / Misc. Property(Schedule G) (Schedule L) (7) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Sched H) (9) 0.00 (8) 6,801.33 10. Debts, Mortgage Liabilities & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests (schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (10) 646.00 11.84 (11) 657.84 (12 6,233.49 (13) 0.00 (14) 6,233.49 15. Amount of Line 14 taxable at the spousal rate 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 due $ 6,233.49 x.045 = (16) $ x .12 = (17) $ x .15 = (18) x.__ = (15) 280.50 (19) 280.50 DATE OF BIRTH I DATE OF DEATH DECEMBER 10, 1909 I AUGUST 9, 2003 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRSTAND MIDDLE INITIAL) I SOCIAL SECURITY NUMBER I ~X 1. Original Return __ 2. Supplemental Return __ 4. Limited Estate ~X 6. Decedent Died Testate (Attach copy of Will) EX. A __ 9. Litigation Proceeds Received 3. Remainder Return (dates of death pdor to 12-13-82) 5. Federal Estate Tax Return Req Decedent's Complete Address: STREET ADDRESS 1700 MARKET STREET CITY CAMP HILL Tax Payments and Credits: 1. Tax Due (Page 1 Line 18) 2. Credits / payments A. Spousal Poverty Credit B. Pdor Payments C. Discount $1~;~'2 STATE PA Interest / Penalty if applicable D. Interest E. Penalty Total Credits (A+B+C) ZIP 17011 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 1 Line 20 to request a refund (4) 5. If Line l + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)~3¢m3,~ '~,. 4~' A. Enter the interest on the tax due. (5A). B. Enter the total of Line 5+5A. This is the BALANCE DUE. (5~ ~.-~c~, Make: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use of 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 on or before December 123, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? 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? ...... Yes No N/A X 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 examined 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 personal representative is based on all information of which preparer has any knowledge. S{ ILING RETURN AD! 4612 H~MPDEN AVENUE, CAMP HILL, PA 17011 SI G~~SONAL REPRESEN TAT IVE AD'DRESS {, I 35 EAST HIGH STREET, CAR'I~SLE,~A 17013  ,TE OCTOBER ,2003 DATE OCTOBER ~ , 2003 For dates of death on or after July 1, I gg3, 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. Section 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. Section 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. Section 9116 (a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. Section 9116 (1.2)[72 P.S. Section 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. Section 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-1502 EX + (12-85) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF JOSEPH S. HINKLE FILE NUMBER 2003 - 0685 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value which Is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both havin~l reasonable knowled~le of the relevant facts. ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH NONE TOTAL (Also enter on Line 1, Recapitulation) NONE (if more space is needed, insert additional sheets of same size.) REV-1503 EX + (4-86) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS ANDBONDS ESTATE OF FILE NUMBER JOSEPH S. HINKLE 2003 - 0685 (All property j~ dntly-owned with Ri~lht of Survivorship must be disclosed on Schedule F.) DESCRIPTION iTEM NUMBER NONE TOTAL (Also enter on Line 2, Recapitulation) VALUE AT DATE OF DEATH NONE (If more space is needed, insert additional sheets of same size.) REV-1504 EX + (3-92) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSELY HELD STOCK PARTNERSHIP AND PROPRIETORSHIP ESTATE OF JOSEPH S. HINKLE FILE NUMBER 2003 - 0685 ITEM NUMBER NONE DESCRIPTION VALUE AT DATE OF DEATH TOTAL (Also enter on Line 3, Recapitulation) NONE (If more space is needed, insert additional sheets of same size.) REV-1507 EX + (6-86) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES AND NOTES RECEIVABLE ESTATE OF FILE NUMBER JOSEPH S. HINKLE 2003 - 0685 ~intly-owned with Ri~lht of Survivorship must be disclosed on Schedule F.) DESCRIPTION (All propert7 ITEM NUMBER NONE VALUE AT DATE OF DEATH TOTAL (Also enter on Line 4, Recapitulation) NONE (If more space is needed, insert additional sheets of same size.) REV-1508 EX + (2-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY ESTATE OF FILE NUMBER JOSEPH S. HINKLE 2003 - 0685 intly-owned with Ri~lht of Survivorship must be disclosed on Schedule F.) DESCRIPTION (All property j, ITEM NUMBER PNC BANK - Checking Account No. 5002005609 (Value based on bank statement attached as Exhibit "B") DONEGAL INSURANCE - Hazard Insurance Refund PATRIOT NEWS - Subscription Refund BLUE CROSS/BLUE SHIELD - Refund VALUE AT DATE OF DEATH $ 6,753.63 15.00 33.60 89.10 TOTAL (Also enter on Line 5, Recapitulation) $ 6,891.33 (If more space is needed, insert additional sheets of same size.) REV-1509 EX + (12-88) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER JOSEPH S. HINKLE 2003 - 0685 Joint tenant(s): NAME ADDRESS RELATIONSHIP TO DECEDENT Jointh/-owned property: ITEM LETFER DATE DESCRIPTION OF PROPERTY TOTAL DECD'S DOLLAR NO. FOR MADE VALUE % INT. VALUE OI JOINT JOINT OF ASSET DECEDENT'~ TENANT INTEREST NONE TOTAL (Also enter on Line 6, Recapitulation) NONE (If more space is needed, insert additional sheets of same size.) REV-1510 EX + (2-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTERVIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF JOSEPH S. HINKLE FILE NUMBER 2003 - 0685 THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES. ITEM DESCRIPTION OF PROPERTY DATE OF NUMBER Include name of the transferee, their relationship to decedent, date of transfer DEATH % OF EXCLUSION TAXABLE VALUE OF DECD'S (if applicable) VALUE ASSET INTEREST TOTAL (Also enter on Line 7, Recapitulation) NONE (If more space is needed, insert additional sheets of same size.) REV-1511 EX + (7-88) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF JOSEPH S. HINKLE SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES FILE NUMBER 2003-0685 ITEM DESCRIPTION AMOUNT NUMBER A. Funeral Expenses: 1. CREMATION SOCIETY OF PENNSYLVANIA 37.00 2. B. Administrative Costs: 1. Personal Representative Commissions: Social Secudty Number of Personal Representative:: Year Commissions Paid: 2. Estimated Total Attomey Fees: HAROLD S. IRWIN, III 500.00 3. Family Exemption: Claimant Relationship Address of Claimant at decedent's death: Street Address City State Zip Code 4. Probate Fees: REGISTER OF WILLS 74.00 C. Miscellaneous Expenses: 1. REGISTER OF WILLS - File Inventory and Appraisement 25.00 2. HAROLD S. IRWIN, III - Notary Fees 10.00 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. TOTAL $ 646.00 (If more space is needed, insert additional sheets of same size.) REV-1512 EX + (1-93) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT~ MORTGAGES~LIABILITIES AND LIENS ESTATE OF FILE NUMBER JOSEPH S. HINKLE 2003 - 0685 ITEM DESCRIPTION AMOUNT NUMBER VERIZON - Phone Bill 11.84 TOTAL (Also enter on Line 10, Recapitulation) $ 11.84 (If more space is needed, insert additional sheets of same size.) REV-1513 EX + (2-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER JOSEPH S. HINKLE 2003 - 0685 ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR NUMBER SHARE OF ESTATE A. Taxable Bequests: 1. JOSEPH S. HINKLE SON 50% RESIDUE 4612 HAMPDEN AVENUE CAMP HILL PA 17011 2. JANN B. BAKER DAUGHTER 50% RESIDUE 395 SILVER SPRING ROAD MECHANICSBURG PA 17050 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmental Bequests: NONE TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on Line 13, Recapitulation) AMOUNT OR SHARE OF ESTATE NONE (If more space is needed, insert additional sheets of same size.) EXHIBIT "A" lAST W ILL AND TESTAMENT I, JOSEPH S. HINKLE, of 123 November Drive, Apartment 2, Camp Hill, Cumberland County, Pennsylvania 17011, do hereby make, publish and declare this to be my last will and testament, hereby revoking alt wills heretofore made by me. 1. I direct my personal representative to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. 2. I authorize and empower my personal representative to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My representative is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said representative. 3. I give, devise and bequeath all of my estate of whatever nature and wherever situate to my spouse, Mildred K. Hinkle. 4. If my spouse does not survive me by a period of at least sixty (60) days, then my estate I give, devise and bequeath to my children, share and share alike, the child or children of any deceased child taking the share their parent would have taken if living. 5. I nominate and appoint my spouse to be the personal representative of my estate, to serve without bond. If my spouse cannot or does not serve, then I appoint Joseph S. Hinkle, Jr. to be the substitute personal representative, also without bond. 6. I suggest that my personal representative retain the services of Harold S. Irwin, III, Carlisle, Pennsylvania in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this of June, 1998. day '. ' (SEAL) J.,~I~PH S.' HINKLE / Signed, sealed, published and declared by the above-named person as and for a last will and testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses. ACKNOWLEDGMENT AND AFFIDAVIT WE, JOSEPH S. HINKLE, GAY L. IRWIN and HEATHER A. BARBOUR, the testator and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his last will and that he had signed willingly, and that he executed it as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will as a witness and that to the best of their knowledge the testator was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. JOSEPH S.' HINKLE HE-/~'THER ~,. BAI~BOUI~ COMMONWEALTH OF PENNSYLVANIA · -'SS: COUNTY OF CUMBERLAND · Subscribed, sworn to and acknowledged before me by JOSEPH S. HINKLE, the testator herein, and subscribed and sworn to before me by GAY L. IRWIN and HEATHER A. BARBOUR, witnesses, this ~~lay of June, 1998. NotariJl Seal ...... '-"~"j Harold,. Irwin Ilk Notary Public I Notary Public Carlisle Boro, CumDerland Ceu~/ '~1¥ C,'~mrnission Expires Sept. '~4. f~J98 ! EXHIBIT "B" PNCBANK September 11, 2003 Harold S Irwin III Attorney at Law Himer House, Suites 201 and 202 35 East High St. Carlisle, PA 17013 scp Estate of Joseph S Hinlde (Deceased) SSN: 180-01-I050 DOD: 08-09-2003 Dear Mr. hwin: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking Account Aecoun~5002005609 Established 02-11-2000 JOSEPH S HINKLE DOD balance: $6,752.78 + $0.85 accrued interest Please note that this office only provides date of death balances for deposit accounts (1RAs, CDs, Checking and Savings accounts). We do not proeess any financial transactions or provide statements. If you need assistance with any of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, Erica L Sehlegel PNC Decedent Reporting Firstside Center 500 First Ave, 4o' FI CH: Pittsburgh PA. 15219-3128 1-800-762-1775 Member FDIC TOTAL. P.01 Inventory of the real and personal estate of JOSEPH S. HINKLE, deceased 1. PNC BANK- Checking Account No. 5002005609 (Value based on bank statement attached as Exhibit "B") 6,?53 63 2. DONEGAL INSURANCE- Hazard Insurance Refund 15 00 3. PATRIOT NEWS - Subscription Refund 33 60 4. BLUE CROSSI BLUE SHIELD - Refund 89 10 TOTAL $ 6,891 33 COMMONWEALTH OF PENNSYLVANIA: :SS: COUNTY OF CUMBERLAND : JOSEPH S. HINKLE, JR., being duly sworn according to law, deposes and says that he is the executor of the estate of JOSEPH S. HINKLE, late of East Pennsboro Township, Cumberland County, Pennsylvania, deceased, and that the within inventory made by him, the said executor, of the entire estate of said decedent, consisting of all of the personal property and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the inventory represent its fair value as of the date of decedent's death. ~_ o_r,,n to and subscribed before me ~ d/~y of OCTOBER, 2003. HAROLD S. IRWIN, Ill, NOTAF~y PI.)B~C ! CARUSL~ BOROUGH, COUN~ J~(,'~EP~ S. HINKLE ~'~. Executor / August 2003 Day Month Year INSTRUCTIONS 2. 3. 4. An inventory must be filed within three months after appointment of personal representative. A supplemental inventory must be filed within thirty days of discovery of additional assets. Additional sheets may be attached as to personalty or realty. See ^rticle IV, Fiduciaries Act of 1949. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003091 IRWIN HAROLD S III ESQUIRE 64 SOUTH PITT STREET CARLISLE, PA 17013 fold ESTATE INFORMATION: SSN: 180-01-1050 FILE NUMBER: 2103-0685 DECEDENT NAME: HINKLE JOSEPH S DATE OF PAYMENT: 10/06/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 08/09/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $266.48 REMARKS: TOTAL AMOUNT PAID: HAROLD S IRWIN III ESQUIRE $266.48 SEAL CHECK# 8377 INITIALS: SK RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS IIUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARR[SBURG, PA 17128-0601 HAROLD S IRWIN III STES 201 202 55 E HIGH ST CARLISLE PA 17015 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DISALLONANCE OF DEDUCTTONS AND ASSESSMENT OF TAX DATE 12-08-2005 ESTATE OF HINKLE DATE OF DEATH 08-09-2005 FILE NUMBER 21 05-0685 COUNTY CUMBERLAND .... :' ACN 101 Amount Remitted JOSEPH S MAKE CHECK PAYABLE AND REMIT PAYMENT 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 C01-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HINKLE JOSEPH S FILE NO. 21 05-0685 ACN 101 DATE 12-08-2005 TAX RETURN NAS: C X} ACCEPTED AS FILED C ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN l. Real Estate (Schedule A) 2. Stocks and Bonds CSchedule B) C2> $. Closely Held Stock/Partnership Interest CSchedule 4. Mortgages/Notes Receivable CSchedule D) 5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 6. Jointly Owned Property CSchedule F) 7. Transfers CSchedule G) C7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/M/sc. Expenses CSchedule 10. Debts/Mortgage Liabilities/Liens CSchedule I) C10) 11. Total Deductions 12. Net Value of Tax Return 15. Char/table/Governmental Bequests; Non-elected 9115 Trusts CSchedule J) Net Value of Estate Subject to Tax .00 .00 .00 .00 6~891.55 .00 .00 646. O0 C8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 6,891.55 11.84 c11) &~7 (12) 6,235.49 (].$) .00 cz4) 6,255.49 NOTE: reflect figures that include the total of ALL returns assessed to date. If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will 10-06-2005 oal Tax Due RECEIPT NUMBER IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. PAYMENT DATE DISCOUNT C+) AMOUNT PAID INTEREST/PEN PAID (-) 14.05 266.48 19. Princi TAX CREDITS · O0 x O0 = . O0 255.49 x 045 = 280.50 . O0 x 12 = . O0 . O0 x 15 = . O0 cig>= 280.50 TOTAL TAX CREDIT I 280.51 BALANCE OF TAX DUEI .O1CR INTEREST AND PEN.I .00 TOTAL DUE { .O1CR c IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate ClS) 16. Amount of L/ne 14 taxable at Lineal/Class A rate C16) 17. Amount of Line 14 at Sibling rate CI7) 18. Amount of L/ne 14 taxable at Collateral/Class Il rate C18). RESERVATIONt Estates of decedents d~ing on or before December 12, 1982 -- 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. PURPOSE OF NOTICE= PAYNENT= REFUND (CR): OBJECTIONS= ADHIN- ISTRATXVE CORRECTIONS= DISCOUNT: PENALTY= INTEREST= To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 25 of 2000. (72 P.S. Section 91~0). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Hake check or money order payable to: RE;ISTBR OF NILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an '~pplication for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications are available at the Office of the Register of Nills, any of the 25 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering= 1-800-562-2050; services for taxpayers with speclal hearing and / or speaking needs= 1-800-447-5020 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board 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. 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. 280601, Harrisburg, PA 17128-0601 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 w~thin three (5) calendar months after the decedent's death, a five percent (5~) discount of the tax paid is allowed. The 16X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before Januar~ 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 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 daily rate of .00016~. All taxes which became delinquent on and after Januar~ 1, 1982 will bear interest at a rate which will var~ 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 9X .0002~7 1999 7~ ,000192 1988-1991 11~ .000501 2000 8~ .000219 1985 16~ .000458 1992 9~ .000247 2001 9~ .0002~7 1984 11~ .000501 1995-199~ 7~ .000192 2002 ~ .00016~ 1985 15~ .000556 1995-1998 9~ .0002~7 2005 5~ .000157 1986 10~ .00027~ --Interest is calculated as follows: TNTEREST = BALANCE OF TAX UNPAXD X NUNBER OF DAYS DELI'NQUENT X DAXL¥ XNTEREST 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. STATUS REPORT UNDER RULE 6.12 Name of Decedent' JOSEPH S. HINKLE Date of Death: 8/9/2003 Will No. 21-03-0685 Admin. No. 2103-0685 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: 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 · 3. If the answer to No. 1 is Yes, state the following: a account with the Court Did the personal representative file a final Yes ~ No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: N/A c. Did the personal representative state an account informally to the parties in interest ? Yes X No ~ d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to Date: 51512004 HAROLD S. IRWIN. III Name (Please type or print 64 SOUTH PITT STREET CARLISLE PA 17013 Address ,::.~ , ( 717 ) - 2436090 c-q Tel. No. Capacity: __ Personal Representative Counsel for personal representative RELEASE I, JOSEPH S. HINKLE, JR., hereby acknowledge that I have this day had and received from JOSEPH S. HINKLE, JR., executor, and HAROLD S. IRWIN, III, the legal counsel for the ESTATE OF JOSEPH S. HINKLE, deceased, the final sum of Twelve Hundred Thirty-seven and 83/100 (1,237.83) Dollars in full satisfaction and payment of my share in the estate. AND THEREFORE, I, the said JOSEPH S. HINKLE, JR., by these presents remise, release, quit claim, and forever discharge the said executor and attorney, their heirs, executors and administrators, of and from the said share and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatever, from the beginning of the world to the day of the date of these presents. And I hereby consent and agree that the Orphans' Court of Cumberland County may discharge the said executor and legal counsel as to this share upon application, without further notice to me. I~WITNESS WHEREOF, I have hereunto set my hand and seal the ,~'(~ day of 2004. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND · hlNK[E, JR. :SS: .. On this, the ~,~;~day of /~ , 2004, before me, the undersigned officer, personally appeared JOSEPH S. HINKLE, JR., known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed same for the purposes therein contained. HAROLD S. IRWIN ':ARI. tSLE F.r)ROLfGH, COLINTY In witness whereof, I hereunto set my hand and official seal. (SEAL) RELEASE I, JANN B. BAKER, hereby acknowledge that I have this day had and received from JOSEPH S. HINKLE, JR., executor, and HAROLD S. IRWIN, III, the legal counsel for the ESTATE OF JOSEPH S. HINKLE, deceased, the final sum of Twelve Hundred Thirty-seven and 83/100 (1,237.83) Dollars in full satisfaction and payment of my share in the estate. AND THEREFORE, I, the said JANN B. BAKER by these presents remise, release, quit claim, and forever discharge the said executor and attorney, their heirs, executors and administrators, of and from the said share and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatever, from the beginning of the world to the day of the date of these presents. And I hereby consent and agree that the Orphans' Court of Cumberland County may discharge the said executor and legal counsel as to this share upon application, without further notice to me. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day of /~/~-~ ,2004. j N~~B, BAKE~R, ~(~ (SEAL) COMMONWEALTH OF PENNSYLVANIA : :SS: COUNTY OF CUMBERLAND : On this, the ~/~z~ day of '~"~z,¢.,/' , 2004, before me, the undersigned officer, personally appeared JANN B. BAKER, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed same for the purposes therein contained. In witness whereof, I hereunto set my hand and official seal.