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Home My WebLink About03-0388PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of Florence L. Hoyt No. also known as To: Register of Wills for the Deceased. County of Cumberland in the Commonwealth of Pennsylvania Social Security No. 195-07-50 ?0 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, applie$ for letters of administration on the estate of (d.b.n.; pendente lite; durante absentia; durante minoritate) the above decedent. Decedent was domiciled at death in Cumberland County, Pennsylvania, with h er last family or principal residence at 1063 AIlendale Road, Mechanicsb0rq, PA 17055 ('list street, Qumber, Twp. or Boro.) Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ 2,250.00 $ Petitioner after a proper search ha $ the following spouse (if any) and heirs: Name Catherine M. Kohl Sister ascertained that decedent left no will and was survived by Relationship Residence 1063 Allendale Road, Apt. D Mechanicsburq PA 17055 THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the appropriate form to the undersigned. 1063 Allendale Road, Apt. D Mechanicsburq PA 17055 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ] COUNTY OF Cumberlandf SS The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this Fa~ ~ ~..~ ·, ~ day of -- - ' ~ Register NO. 21-03-0388 Estate of Florence L. Hoyt , Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW MAY 6 ~ 2003 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that Catherine M. Kohl is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration are hereby granted to Catherine M. Kohl in the estate of Florence L. Hoyt - - R~gister oftV~ills FEES Letters of Administration ...... $ 25.00 Short Certificates ( 1 ) ...... $ 3.00 Renunciation ............ $ JCP $ 10.00 TOTAL~ $ 38-00 Filed . .I~IA.Y..6, ........ A.D. 2003 Stephen J. Hogg, Esquire 36812 ATTORNEY (Sup. Ct. I.D. No.) 19 S. Hanover Street, Ste. 101 Carlisle PA 17013 ADDRESS 717-245-2608 PHONE LETTERS PUT IN ATTORNEYS FILE IN PROTHY, MAY 6, 2003 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 Vita!..Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9 0 9 5 5 3 0 ~~~t;,~ APR g 9 2002, No. Local Registrar [)ate SsriOIJLD READ AS FOLI,OWfi: Rev Z,a? ~ COMMONWEALIH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ~. 84 ~" ~ . 14 1919 .H~r~b~g, Pa nd ~.C~H~ ~ I~olq~p~F I~l~Y~ ~,~.~.~. ' ""' J~,~ PA Olem~o~g ],,~ g~a~b~fl, PA 17109 Jm. 4100 JonestownC m 'on S eie~ f 21-03-03~1} Estate of Florence L. Hoyt CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Florence L. Hoyt Date of Death: 4/24/03 Will No. Admin. No. 2003-00388 To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 9/9/03 · Name Address Catherine M. Kohl 1063 Allendale Road, Apt. D. Mechanicsbur,q, PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: Date: 9/9/03 Capacity: Name: Stephen J. Hoqq, Esquire Address: 19 S. Hanover Street, Ste. 101 Carlisle Telephone(717) 2452698 Personal Representative X Counsel for Personal Representative PA 17013 CLAIM AGAINST DECEDENT'S ESTATE CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF: FLORENCE HOYT CASE # 21-03-388 The undersigned hereby presents for filing against the above estate this statement of claim and alleges: BEVERLY ENTERPRISES/DBA CAMP HILL CARE CENTER Box 180970 Fort Smith, AR. 72918-0970 The basis of claim is: SEE ATTACHED The amount of the claim is $2,415.00 Under penalties of perjury, I declare that I have read the foregoing, and the facts alleged are true to the best of my knowledge and belief. SIGNED ON: FEBRUARY 3, 2004 Claimant SANDRA BURNETT I SWEAR THIS STATEMENT IS CORRECT Subscribed and sworn to before me Notary Public My Commission Expires ~ Alma F. Parish County Of Sebastian Notary Public - Arkansas BEVERLY ENTERPRISES/DBA CAMP HILL CARE CENTER P.O. Box '180970 Fort Smith, AR 729'18 Itemized Resident Statement FLORENCE HOYT 60688-03959-91638 02/03/04 DATE / PERIOD COVEREI~ DESCRIPTION DAYS ! QTY CHARGES CREDITS 2/1-2/14/03 PART A CO-INSURANCE 14 $1,470.00 2126-2128103 PART A CO-INSURANCE 3 $315.00 2/6/06 BEAUTICIAN 1 $17.50 PAYMENT $17.50 4/1-4/6/03 PART A CO-INSURANCE 6 $630.00 CHARGES CREDITS ' ~ TOTAL AMOUNT DUE $2,432.50 $17.50 $2,415.00 FLORENCE HOYT 1063D ALLENDALE ROAD MECHANICSBURG, PA 17055 Page 1 of 1 F -'V-1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 2 1 -0 3 0 3 8 8 COUNTY CODE YEAR NUMBER I-- Z f'"t DATE OF DEATH (MM-DD-Year) O 04/25/2003 [] 1. Odginal Return U.I I.- o,,~: ~< ~ I E~] 4. Limited Estate _a-m I I 6. Decedent Died Testate (Attach copy of Will) < [] 9. Litigation Proceeds Received I-- Z UJ Z O O. U.I O~ O DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Hoyt, Florence L. SOCIALSECURITYNUMBER 1 9 5-0 7-5 0 7 0 DATE OF BIRTH (MM-DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 01/14/1919 REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Z r~ 2. Supplemental Return ~--~ 4a. Future Interest Compromise (date ofdeath after 12.12-82) ~]7. Decedent Maintained a Living Trust (^t~ch copy of Trust) ]10. Spousal Poverty Credit (date of dea~ bet~veen 12-31-91 and 1-1-95) r'--~ 3. Remainder Retum (date of death pdor to 12-13-82) [---~ 5. Federal Estate Tax Return Required __ 8. Total NumberofSafe Deposit Boxes [] 11. Election to tax under Sec. 9113(A) (A~h Sch O) THiS SECT!ON MUST BE COMPEETED~ ALL CORRESPONDENCE AND CONF!DENTiAL TAX !NFORMATiON SHOULD BE DIRECTED TOi COMPLETE MAILING ADDRESS 19 S. Hanover Street Ste. 101 NAME Stephen J. Hog.q, Esquire FIRM NAME (If Applicable) TELEPHONE NUMBER (717) 245-2698 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) O Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 7~466.41 689.87 OFFICIAL USE ONLY Carlisle, PA 17013 (8) 1 ~638.08 2~636.23 (11) (12) (13) 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) X ~ (15) X ~ (16) 3,881.97 X .12 (17) X .15 (18) (19) 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. 8~ 156.28 4~274.31 3~881.97 3~881.97 465.84 465.84 > > BE SURE TO ANSWERAEL QUESTIONS ON REVERSE SIDE AND RECHF~K MATH Decedent's Complete Address: STREET ADDRESS 1063 Allendale Road CITY Mechanicsburg I STATE PA IZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Pdor Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty Total Credits ( A + B + C ) (2) Total Interest/Penalty ( D + E ) 465.84 (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 465.84 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) 465.84 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 right to designate who shall use the property transferred or its income; ........................................ [] [] c. retain a reversionary interest; or ...................................................................................................... [] [] d. receive the premise for life of either payments, benefits or care? ............................................................. [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?. .............................................................................................. [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of rny knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE ADDRESS 210 Brain'erd Boulevard DATE PA 19079 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 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 beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Hoyt. Florence L. :~1 O~ Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PP&L Refund 6/16/03 18.32 Constitution Life Insurance Company Refund 6/10/03 Constitution Life Insurance Company Refund 7/16/03 Constitution Life insurance Company Refund 9/17/03 Joseph Barnes & Son, Inc. Refund 6/25/03 First Union National Bank 7/1/03 Rent Refund/Rebate 7/3/03 Checking Account Acct#:44482159 39.60 630.00 1,785.00 54.19 101.64 155.83 4,681.83 TOTAL (Also enter on line 5, Recapitulation) $ 7,466.41 (If more space is needed, insert additional sheets of the same size) REV-1509 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Hoyt. Florence L. 21 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 RELATIONSHIP TO DECEDENT A. Catherine M. Kohl Sister 210 Brainerd Boulevard Sharon Hill, PA 19079 JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTERE,~ 1. A. 1/5/00 Savings Account 1,379.74 50. 689.8; Account~: 80000002174334 TOTAL (Also enter on line 6, Recapitulation) $ 689.87 (If mom space is needed, insert additional sheets of the same size) REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Hovt. Florence L. 21 03 0388 Debts of decedent must be reported on Schedule [. ITEM NUMBER DESCRIPTION AMOUNT FUNERAL EXPENSES: Cremation Society ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Catherine M. Kohl Social Secudty Number(s)/EIN Number of Personal Representative(s) Street Address 210 Brainerd Boulevard city Sharon Hill State PA Year(s) Commission Paid: AttomeyFees Stephen J. Hogg, Esquire Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation) Claimant Zip 19079 Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees Advertising: Cumberland Law Journal The Sentinel Tax Return and Inventory Accounting (Est.) 122.00 407.81 750.00 38.00 75.00 95.27 25.00 125.00 TOTAL (Also enter on line 9, Recapitulation) $ 1,638.08 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Hoyt, Florence L. 21 03 0388 Include unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Beverly Healthcare 2,415.00 PP&L Electric April and May 2003 PP&L Electric Final Bill TOTAL (Also enter on line 10, Recapitulation) 40.35 180.88 2,636.23 (if more space is needed, insert additional sheets of the same size) 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 REV-1162 EX(11-96) 003908 HOGG STEPHEN J 19 S HANOVER STREET SUITE 101 CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 195-07-5070 FILE NUMBER: 2103-0388 DECEDENT NAME: HOYT FLORENCE L DATE OF PAYMENT: 05/05/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/25/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $465.84 REMARKS: TOTAL AMOUNT PAID: 9465.84 SEAL CHECK# 0093 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Estate of Florence L. Hoyt also known as INVENTORY , Deceased No. 21 03 0388 Date of Death 4/25/2003 Social Security No. 195-07-5070 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory, lANe verify that the statements made in this inventory are true and correct, lANe understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: I.D. No.: Stephen J. Hogg, Esquire 36812 Personal Representative: Catherine M. Kohl Address: 19 S. Hanover Street, Ste. 101 Carlisle, PA 17013 Dated Telephone: 7172452698 PP&L Refund Description Constitution Life Insurance Company Refund Constitution Life Insurance Company Refund Constitution Life Insurance Company Refund Joseph Barnes & Son, Inc. Refund First Union National Bank (A~tach Additional Sheets if necessary) Total Value 18.32 ) 39.60 630.00 1,785.00 54.19 101.64 7,466.41 NOTE: The Memorandum of real estate outside the CommonWealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 Florence L. Hoyt Description of Inventory Continuation of Inventory Page 1 21 03 0388 Rent Refund/Rebate Description Value 155.83 Checking Account Acct.:44482159 4,681.83 Subtotal $ 4,837.66 Grand Total $ 7,466.41 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 28060I I..LRRRISBURG, PA 17128-060I COMMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOT[CE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX REV-15~7 E~ AFP (01-05) STEPHEN J HOGG ESQ STE 101 19 S HANOVER ST CARLISLE PA 17013 DATE 06-21-2004 ESTATE OF HOYT DATE OF DEATH 04-25-2003 FILE NUMBER 21 05-0388 COUNTY CUMBERLAND ACN 101 Amount Remitted FLORENCE L MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGTSTER OF N1,LLS CUMBERLAND CO COURT HOUSE CARL I'SLE, PA 17013 CUT ALONG THIS L]:NE ~ RETATN LONER PORT1,0M FOR YOUR RECORDS ~ REV-1547 EX AFP C0].-03) NOTICE OF INHERITANCE TAX APPRA1,SEMENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HOYT FLORENCE L FILE NO. 21 03-0388 ACN 10X DATE 06-21-2004 TAX RETURN WAS: (X> ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE 1'NTEREST - SEE REVERSE APPRA1,SED VALUE OF RETURN BASED ON: OR1,G1,NAL RETURN l. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (2) 5. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) (4) 5. Cash/Bank Deposlts/Hisc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCT1,0NS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Nlsc. Expenses (Schedule H) (9) lO. Debts/Mortgage Liabilities/Liens (Schedule I) (lO) 11. Total Deductions 12. Net Value of Tax Return .00 .o0 ~8,~.87 .o0 C8) 1,638.08 NOTE: To insure proper credit to your account, submit the upper port/on of this form w/th your tax payment. NOTE: ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (IS) 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 17. Amount of Line 14 at Sibling rate C17) 18. Amount of Line 14 taxable at Collateral/Class B rate C18) 19. Principal Tax Due TAX CREDITS PAYMENT RECEIPT DISCOUNT C+) DATE NUNBER INTEREST/PEN PAID C-) 05-05-2004 CD003908 . O0 BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-06-2004 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. reflect figures that include the total of ALL returns assessed to date. · O0 x O0 = . O0 · 00 x 045 = .00 3,881~.~7-x 12 .= 465.84 .00 x 15--~= .00 c19>= 465.84 AMOUNT PAID 465.84 TOTAL TAX CREDIT I 465.84 I BALANCE OF TAX OUEI .00 I INTEREST AND PEN. 5.18 TOTAL DUE Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) .00 Net Value of Estate Subject to Tax C14) $,881.97 If an assessment was issued previously, lines 14, 15 and/or 16~ 17, 18 and 19 5.18 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.) 2,636.25 ClI) ~.27~.~1 C12) 3,881.97 8,156.28 RESERVATION= PURPOSE OF NOTICE= PAYNENT= REFUND CCR)= OBJECTIONS= ADNIN- ISTRATIVE CORRECTIONS= DISCOUNT= PENALTY= INTEREST= Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 25 of 2000. (72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF #ILLS) AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an '*Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS15). Applications are available at the Office of the Register of Hills, 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 special hearing and / or speaking needs= 1-800-~47-5020 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax lincluding 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, Narrisburg, 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, Narrisburg, 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 within three (5) calendar months after the decedent's death, a five percent (SX) discount of the tax paid is allowed. The 15X 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 maqner 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 (I) day from the date of death, to the date of payment. Taxes which became delinquent before Januar~ 1, 1982 bear interest at the rate of six (SX) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after Januar~ 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 Interest Daily Year Rate Factor Year Rate Factor ~ 20X .000548 ~'~'~8-1991 IIX .000501 1985 16X .000458 1992 9X .000247 1984 IIX .000501 1995-1994 7X .000192 1985 ISX .000556 1995-1998 9X .000247 1986 lOX .000274 1999 7X .000192 1987 1 OX .000274 2000 7X .000192 --Interest is calculated as follows= INTEREST = BALANCE OF TAX UNPAID Interest Daily Year Rate Factor ~ 9X .000247 2002 6X .000164 2005 5X .000157 2004 4X .OOOllO X NUNBEE OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date sho~n on the Notice, additional interest must be calculated. 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 00434O HOGG STEPHEN J 19 S HANOVER STREET SUITE 101 CARLISLE, PA 17013 fold ESTATE INFORMATION: SSN: 195-07-5070 FILE NUMBER: 2103-0388 DECEDENT NAME: HOYT FLORENCE L DA~E OF PAYMENT: 09/03/2004 POSTMARK DATE: 09/03/2004 COUNTY: CUMBERLAND DATE OF DEATH: 04/25/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 ~5.25 TOTAL AMOUNT PAID: $5.25 REMARKS: HOGG STEPHEN SEAL CHECK# 2823 INITIALS: CCP RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS 0 II] I/I I [/1181[I]1111 STEPHEN J. HOGG 19 S. HANOVER STREET- SUITE 101 CARLISLE, PENNSYLVANIA 17013 (717) 245-2698 o FAX (717) 245-0829 STEPHEN J HOG(; IN RE: ESTATE OF FLORENCE L. HOYT :IN THE COURT OF COMMON PLEAS :OF CUMBERLAND COUNTY, :PENNSYLVANIA : : : ORPHAN'S COURT DIVISION : NO. 2003-00388 NOTICE OF INTENT TO FILE A PETITION FOR SETTLEMENT OF SMALL ESTATF Please be advised that the Executrix in the above captioned estate intends to file the attached petition to settle the above estate which is insolvent and has no net assets available for payment in any amount to any creditors. Date: Stephen J. Ho~lg, Esquire Personal Representative for Executrix for the Estate Of Florence L. Hoyt STEPHEN J. HOGG 19 S [IANOVER STREET SUITE 101 CARLISLE, PA 17013 ESTATE OF FLORENCE L. HOYT : COURT OF COMMON PLEAS : CUMBERLAND COUNTY : PENNSYLVANIA : ORPHAN'S DIVISION : · ' CIVIL TERM NO: 03-00388 following: CHECKING ACCOUNT M&T Checking Account No. 44482159 PETITION FOR SETTLEMENT OF AN ESTATF UNDER $25,000 UNDER .~3531 OF THF PROBATE, ESTATES AND FIDUCIARIES CODF The Petition of Catherine M. Kohl, Executrix of the above entitled estate, respectfully represents: 1. Decedent is Florence L. Hoyt, who died April 25, 2003 while a resident at 1063 Allendale Road, Apt. C, Mechanicsburg, Cumberland County, Pennsylvania; 2. Petitioner is Catherine M. Kohl, Executrix of the Estate of Florence L. Hoyt being appointed Executrix by Grant of Letters of Administration dated May 6, 2003; 3. Decedent died intestate with Letters of Administration being granted May 6, 2003 by the Deputy Register of Wills of and for Cumberland County, Pennsylvania with the advertisement of the grant of letters being on May 6, 2003; The Decedent's estate on her date of death comprised of the $ 4,681.83 STEPHEN J. HOGG 19 S. HANOVER STREET S{ITE 101 C:\RLISI.E. I'A 17013 SAVINGS ACCOUNT M&T Savings Account No. 80000002174334 Joint (Catherine M. Kohl) DOD balance of $1,379.74 REFUNDS PP&L 6/16/03 Constitution Life ins. Co. 6/10/03 Constitution Life Ins. Co. 7/16/03 Constitution Life Ins. Co. 9/17/03 Joseph Barnes & Son, Inc. First Union National Bank Rent Refund $ 689.87 TOTAL GROSS ASSETS $ 18.32 $ 39.60 $ 63O.OO $ 1,785.00 $ 54.19 $ 101.64 $ 155.83 5. Disbursements made on the decedent's account filing of this petition include: EXPENSES AND DISBURSEMENTS Beverly Healthcare(Reimbursed from Constitution Life Co-Insurance) PP&L Electric April and May 2003 PP&L Electric Final Bill ADMINISTRATIVE EXPENSES Cremation Society Personal Representative Attorney Fee Probate fees Inventory and Inheritance Tax Form Filing Fee Advertisement: Cumberland County Law Journal The Sentinel Accounting (Est.) Pennsylvania Inheritance Tax Pennsylvania Inheritance Tax TOTAL EXPENSES AND DISBURSEMENTS $ 8,156.28 prior to the $ 2,415.00 $ 40.35 $ 180.88 $ 122.00 $ 407.81 $ 750.00 $ 38.oo $ 25.oo $ 75.00 $ 95.27 $ 125.00 $ 465.84 $ 5.25 $ 4,745.40 STEPHEN J. HOGG 19 S. ItANOVER STREET SUITE 101 C ARL[SLE, I'A 17013 Date: Pennsylvania Inheritance Return was filed with the Cumberland County Register of Wilts on May 5, 2004 with said return showing the estate net value less than $25,000.00; Ten days written notice of intention to present this petition to the Cumberland County Orphan's Court has been given to every unpaid beneficiary, heir or claimant who has not joined in the )etition or consented thereto; and The net value to the estate available for distribution is less than $25,000.00 and therefore the Petitioner as the Executrix should be discharged. The remaining balance of $3,410.88 is to be distributed to Catherine M. Kohl, surviving sister, under §2103 of the Probate, Estates and Fiduciaries Code. Sfephen J. Hogg, Esquire Personal Representative for the Estate of Florence L. Hoyt, and Executrix, Catherine M. Kohl LAW OFFICES OF STEPHEN J. HOGG 19 S HANOVER STREET SUITE 10l CARLISLE, PA 17013 IN RE: ESTATE OF FLORENCE L. HOYT :IN THE COURT OF COMMON PLEAS :OF CUMBERLAND COUNTY, :PENNSYLVANIA : : : : ORPHAN'S COURT DIVISION : NO. 2003-00388 NOTICE OF INTENT TO FILE A PETITION FOR SETTLEMENT OF SMALL ESTATF Please be advised that the Executrix in the above captioned estate intends to file the attached petition to settle the above estate which is insolvent and has no net assets available for payment in any amount to any creditors. Date: ~2, Personal Representative for ~xecutdx for the Estate Of Rorence/. ~oyt INVENTORY Estate of Florence L. Hoyt also known as ., Deceased No. 21 03 0388 Date of Death 4/25/2003 Social Security No. 195-07-5070 Personal Representative(s) of the above Estate, deceased, vedfy that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedenfis death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory, lANe verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: I.D. No.: Stephen J. Ho,q,q, Esquire 36812 Personal Representative: Catherine M. Kohl Address: 19 S. Hanover Street, Ste. 101 Carlisle, PA 17013 Dated Telephone: 7172452698 Description PP&L Refund Constitution Life Insurance Company Refund Constitution Life Insurance Company Refund Constitution Life Insurance Company Refund Joseph Barnes & Son, Inc. Refund First Union National Bank (Attach Additional Sheets if necessary) Value 18.32 39.60 630.00 1,785.00 54.19 101.64 Total 7,466.41 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 Florence L. Hoyt Description of Inventory Continuation of Inventory Pa,qe 1 21 03 0388 Rent Refund/Rebate Description Checking Account Acc~:44482159 Value 155.83 4,681.83 Subtotal 4,837.66 Grand Total $ 7,466.41 CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET CARLISLE, PA 17013 OCTOBER 3, 2003 Cumberland Law Journal is published evcry Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: Stephen J. Hogg, ESQUIRE RE: Florence L. Hoyt, ESTATE Legal advertisemcnts must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertiscment inserted on following dates: SEPTEMBER 19, 26, OCTOBER 3, 2003 Payment received __ by Advertising Cost Proof of Publication Second Proof Request Payment received Total Amount Due $ 75.00 $ 0.00 $ 0.00 $ 0.00 $ 75.00 PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 STATE OF PENNSYLVANIA : : COUNTY OF CUMBERLAND : SS, Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that thc Cumberland Law Journal, a legal periodical published in thc Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the Iocal courts as the official legal periodical for the publication of ail legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the r%,mlar editions and issues of the said Cumbcrland Law Journal on the following dates, viz: SEPTEMBER 19, 26, OCTOBER 3, 2003 Hoyt, Florence L., dec'd. Late of Carlisle. Administratrix: Catherine M. Kohl, 1063 Allendale Road, Apt. D, Me chanicsburg, PA 17055. Atton~ey: Stephen j. Hogg, Es quire, 19 S. Hanover Street, Suite I01, Carlisle, PA 17013. Aft~ant further deposes that he is authori×cd to verify this statement by the Cmnberland Law Journal, a legal periodicaI of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. ~/,¢}~ Marie Coyne ditor SWORN TO AND SUBSCRIBED bcfore me this 3 day of OCTOBER, 2003 OTA. .Sm LOIS E. SNYDER, Notary Public Cadisle Boro, Cumberland County My Commission Expires March 5, 2005 RETAIN THIS PORTION FOR YOUR RECORDS REMITTANCE ADDRESS rl*H]~ S~,,NT]~NET, - [,]~Gz]~J~ I BILL TO P.O. BOX 130, CARLISLE, PA 17013 I STEPHEN J. HOGG AD NUMBER I CLASS SALESPERSO~ BILLING DATE LINES 251420I 10 PUBLIC NOTICES c31 09/30/03 26 AD DESCRIPTION START DATE STOP DATE NOTICE OF ADMINISTRATION LETTERS O 09/13/03 09/27/03 PUBLICATION INSERTIONS RATE NET AMOUNT GROSS AMOUNT 3 THE SENTINEL - LEGAL 3 LGL 88.92 TOTAL AD CH;LRGE 88.92 3 PROOF OF PUBLICATION !01PRF 6.35 DAYS RUN PDRCHASEORDER PAY THIS AMOUNT ,95.27 114.32' FlorenceL. Hoyt AFTER 10/30/O3 MESSAGE: Thank you for advertising with The Sentinel. Deadlines for in-column legal advertisements: Monday is Friday at 11 a.m.; Tuesday is Friday at 4 p.m.; Wednesday is Monday at 12 Noon; Thursday is Tuesday at 12 Noon; Friday is Wednesday at 12 Noon; Sunday is Thursday at 12 Noon. If you have any questions regarding your Legal bill please call Lori Saylor 243-2611 ext. 201 Fax your legals to 243-3754, attention Lori Saylor You can also EMAIL your legal to Classified ads: ads@cumberlink.com. Please send a cover letter including your name and address as an attachment DETACH AND RETURN THIS PORTION WITH YOUR PAYMENT THE SENTINEL- LEGAL FlorenceL.Hoyt P.O. BOX 130, CARLISLE PA 17013 AD NUMBER CLASS0 START DATE STOP DATE 251420 PUBLIC NOTICES 09/13/03 09/27/03 AD DESCRIPTION BILLING DATE TELEPHONE NUMBER NOTICE OF ADMINISTRATION LETTERS 0 09/30/03 717-245-2698 GROSS AMOUNT OF 114.32 DUE AFTER 10/30/03 STEPHEN J. HOGG 19 S. HANOVER ST CARLISLE, PA 17013 TOTAL AMOUNT DUE 95.27 ENTER AMOUNT ENCLOSED 202000000025~q2OOOOOOOOOOOOOOOO~q32DOOOOO~5277 BUREAU OF INDIVIDUAL TAXES STEPHEN J HOGG ESQ STE lOi i9 S HANOVER ST CARLISLE PA 17013 COMMONWEALTH OF PENNSYLVAN.rA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT DATE 10-12-2004 ESTATE OF HOYT DATE OF DEATH Oq-ZB-ZOOS F.rLE NUMBER 21 05-0588 COUNTY CUMBERLAND ACN lOi Amount Remitted FLORENCE L MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper port/on of this form w~.th your tax payment. CUT ALONG TH'rS L.rNE ~ RETA.rN LOWER PORTION FOR YOUR RECORDS -~ ESTATE OF HOYT FLORENCE L F'tLE NO. 21 05-0:~88 ACN 101 DATE 10-12-200q THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-21-200q PRINCIPAL TAX DUE: ......................................... PAYMENTS (TAX CREDITS): q65.8q PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-05-200q 09-03-ZOOq CD003908 CDOOq~O .00 5.18- 465.8q 5.25 IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" TOTAL TAX CRED'rT q65.91 BALANCE OF TAX DUE .07CR .rNTEREST AND PEN. .00 TOTAL DUE .07CR YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. TELEPHONE (717) 245-2698 $'I'EPFIIgN j. HOGG 19 S. HANOVER STREET - SUITE 101 CARLISLE, PENNSYLVANIA 17013 FAX (717) 245-0829 September 8, 2004 Catherine M. Kohl 210 Brainerd Boulevard Sharon Hill, PA 19079 Re: Estate of Florence Hoyt Dear Ms. Kohl: Enclosed please find a Notice of Intent To File A Petition for Settlement of Small Estate and a Petition For Settlement in regard to your sister's estate. If you have any questions, please contact my office. Sincerely, Stephen J. Hogg, Esquire SJH/lkg Enclosure PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland. Lori Saylor, Classified Advertising Manager .of THE SENTINEL, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following dates, viz Copy of Notice of Publication _NOTICE_ OF ADMINISTRATION Letters of Administ r~t[on on the Estate of FLORENCE L, HOYT, late of Cumberland County, Carlisle, PA, deceased, have been granted to the undersigned. All persons knowing them selves to be indebted to said Estete will make payment immediately, and those having claims will present them for set- tlement to: Catherine M. Kohl 1063 Allendale Road, Apt D Mechanicsburg, PA 17055 Stephen J. H~g, Esquire September 13, 20 & 27, 2003 Affiant further deposes that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of publication are true. September 30, 2003 Sworn to and subscribed before me this 30th day of September ,2003. Notary Public My commission expires: EUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION STEPHEN J HOGG ESQ STE 101 19 S HANOVER ST CARLISLE PA 17013 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT DATE iO-lZ-200q ESTATE OF HOYT DATE OF DEATH 04-25-2003 FILE NUMBER Z1 03-0388 COUNTY CUMBERLAND ACM i01 Amount Remi~ed FLORENCE L MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS -~ REV-1607 EX AFP (01-03) ~ INHERITANCE TAX STATEMENT OF ACCOUNT ~ ESTATE OF HOYT FLORENCE L F'rLE NO. 21 05-0588 ACN 101 DATE 10-12-2004 THTS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACH TN THE NAMED ESTATE. SHOWN DELON IS A SUMMARY OF THE PRINCIPAL TAX DUEj APPLICATION OF ALL PAYNENTS, THE CURRENT DALANCE~ AND, TF APPLICABLEj A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-21-2004 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): PAYMENT DATE 05-05-2004 09-03-2004 RECEIPT NUMBER CD00~908 DISCOUNT (+) INTEREST/PEN PAID (-) .00 5.18- IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" AMOUNT PAID 465.84 5.25 465.84 YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) TOTAL TAX CREDIT 465.91 BALANCE OF TAX DUE .07CR INTEREST AND PEN. .00 TOTAL DUE .07CR LAW OFFicES OF STEPI~_~ j. I~OGG TELEPHONE (717) 245-2698 19 S. HANOVER STREET ~ SUITE 101 CARLISLE, PENNSYLVANIA 17013 FAX (717) 245-0829 September 8, 2004 Catherine M. Kohl Re: Estate of Florence Hoyt 210 Brainerd Boulevard Sharon Hill, PA 19079 Dear Ms. Kohl: Enclosed please find a Notice of Intent To File A Petition for Settlement of Small Estate and a Petition For Settlement in regard to your sister's estate. If you have any questions, please contact my office. Sincerely, Stephen J. Hogg, Esquire SJH/ikg Enclosure STEPHEN J. HOGG LAW OFFICES STEP~rFN J:,HOGG 19 S. HANOVER STREET - SUITE 101 CARLISLE. PENNSYLVANIA 17013 (717) 245-2698 * FAX (717) 245-0829 DEC 0 6 2004 ESTATE OF FLORENCE L. HOYT : COURT OF COMMON PLEAS : CUMBERLAND COUNTY : PENNSYLVANIA : ORPHAN'S DIVISION : : C.~.,~~: 03-00388 ORDER AND NOW, this day of ~.. 2004, Petition for Settlement of an Estate Under $25,000 Under §3531 of the Probate, Estates and Fiduciaries Code regarding the above estate, is hereby granted. MAILED CONFORMED COPIES TO ATI% HOGG 12-8-04 STATUS REPORT UNDER RULE 6.12 Name of Decedent · FI0mnce L. Hoyt Date of Death' 4/25/2003 Will No. Admin. No. 03-00388 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: 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' c. Did the personal representative state an account informally to the parties in interest ? Yes No X 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 this report. Date' 12/14/2004 /~.. Sig~iatu~e Steohen J. Hogq, EsqUire Name (Please type or print ) 19 S. Hanover Street, Sro. 101 Carlisle PA 17013 Address (717) 2452698 Tel. No. Capacity · X Personal Representative Counsel for personal representative BUREAU OF INDIVIDUAL TAXES INHERTTANCE TAX DTVZSTON DEPT. 280601 HARRTSBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ZNHERZTANCE TAX STATEMENT OF ACCOUNT REV-I~07 EX AFP (01-05) 'O4 STEPHEN J HOGG ESQ STE 101 19 S HANOVER ST ~. CARLISLE PA 1?II,L:~ DATE 10-12-200q ESTATE OF HOYT DATE OF DEATH 0q-25-2005 FILE NUMBER 21 05-0588 COUNTY CUMBERLAND /i~ :~ -" .... ACM 101 Amoun'l: RemJ.~a,d FLORENCE L HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~:o your account, submJ~ ~he upper por~/on of ~h/s for. wi~h your ~ax paymen~c. CUT ALONG TH'rS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1607 EX AFP (01-03) ~## INHERITANCE TAX STATEMENT OF ACCOUNT ~ ESTATE OF HOYT FLORENCE L FILE N0.21 05-0388 ACN 10! DATE 10-12-200q THTS STATEMENT TS PROVTDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACM TN THE NAMED ESTATE. SHO#N BELO# TS A SUHMARY OF THE pRTNCTpAL TAX DUE, APPLZCATTON OF ALL PAYMENTS, THE CURRENT BALANCE., AND, ZF APPLTCABLE, A PROJECTED /NTEREST FTGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTMENT: 06-21-200q PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... ~65.8~ PAYMENTS PAYMENT DATE 05-05-200q 09-03-Z00~ (TAX CREDITS): RECEIPT DISCOUNT (+) INTEREST/PEN PAID (-) NUMBER CD003908 CDO0~3~O .00 5.18- AMOUNT PAID q65.8q 5.25 ZF PAZD AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), TOTAL TAX CREDIT q65.91 BALANCE OF TAX DUE .07CR INTEREST AND PEN. .00 TOTAL DUE .07CR YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 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 RESIDENT DECEDENT ooke chock or money order payable to: REGISTER OF HILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COHHONNEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit) which mas not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1513). Applications are available at the Office of the Register of Nills, any of the 22 Revenue District Offices or from the Department's iff-hour ansaering service for fores ordering: 1-800-36Z-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-5020 (TT only). REPLY TO: Ouestions regarding errors contained on this notice should be addressed to: PA Department of Revenue) Bureau of Individual Taxes) ATTN: Post Assessment Review Unit) Dept. Z80601) Harrisburg, PA 171Z8-0601, phone (717) 787-6505. D[SCOUNT: If any tax due is paid aithin three (5) calendar months after the decedent's death) a five percent (Si) discount of the tax paid is alloaed. 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 par annum calculated et a daily rate of .000164. AIl taxes ahich became delinquent on and after January 1) 198Z aiII bear interest at a rate ahich aiIl vary fred calendar year to calendar year with that rate announced by the PA Department of Revenue. Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year 198Z ZOX .000548 1988-1991 11Z .000501 ZOO1 1985 X6Z .000458 1992 9Z ,000247 ZOOZ 1984 ZlZ .000201 1992-1994 72 .O0019Z 2005 1985 152 .000~56 1995-1998 9Z .000247 2004 1986 ZOZ .000Z74 1999 72 .00019Z 1987 9Z .000247 ZOO0 8Z .000219 The applicable interest rates for 1982 through 2004 are: Interest Daily Rate Factor 9Z .000247 6Z .000164 5X .000157 4Z .000110 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELXNQUENT 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 sheen on the Notice) additional interest must be calculated. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/15/2005 HOGG STEPHEN J 19 S HANOVER STREET SUITE 101 CARLISLE, PA 17013 RE: Estate of HOYT FLORENCE L File Number: 2003-00388 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: 4/25/2005 Your prompt attention to this matter will be appreciated. Thank You. A~~:r~~, II~j~b~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge uA