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Home My WebLink About04-0140 - Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Claire S. Steele No. a, - Oy-IOLfO also known as , Deceased Social Security No. 174 - 20 - 2269 Carol S. Amsden and Gina L. Steele Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW) [!] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut r ices named in the last Will of ttie Decedent, dated 03/29/1994 and codicil(s) dated None State relevant circumstances, e.g., renunciation, death of executor, ~.C":. ~ t'.~,.: g -:'''" :~:r'; Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted afteeixicution of the doc~~~nts offered for probate; was not the victim of a killing and was never adjudicated incompetent: ~.: ri=l .. . !\' tD c:' __ C.: I.J ~.'. ..::..: o . . . D B. Grant of Letters of Administration ; ~.: 2 ;:.: c;: (c.t.a.; d.b.n.c.t.a; pendente lite; duranroal:isentia; durante rrfttlodlate) )> ;:~ N -." -....J Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationship Residence I (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumber land County, Pennsylvania with his/her last family or principal residence at 4081 Rufus King Court, Enola, PA 17025 (list street, number, and municipality) Decedent, then -.J.Lyears of age, died 02/08/2004 at Kinkora Pythian Home, Penn Twp., PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PAl All personal property $ 458,500.00 (If not domiciled in PAl Personal property in Pennsylvania $ (If not domiciled in PAl Personal property in County $ Value of real estate in Pennsylvania $ 180,000.00 Total: $ 635,500.00 situated as follows: 4081 Rufus King Court, Enola, PA 17025 Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the a riate form to the undersi ned: Si nature X Carol S. Amsden 11 Willow Street, Mar svi1le, PA 17053 Gina L. Steele X 6209 Wallin ford Wa , Mechanicsbur , PA 17050 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland 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 Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed )( CAk.i-Z~. O/~~"-../. 3*-'r\... Carol S. Amsden before me this~_ day of X ~Jd- ~ ~ h/u.,,- CJ~ .( .)ocA Gina L. Steele (j (//fuf';"\.e\.. ~:ftt" <r'"' ,-3sl,- UiA'"lQ.v~ L ~",......, f2;.\"" S1 (W--.~ For the Register ' '., J ~'. ,,: ..- '. g p_v-='j :.::: n::~ :.t:: ::f :;. tT i:ri <t' '1'('.... .;..... -, ..,., i:t,': ~ 1- 04.. '0&.10 a:r ,.,., No. :;) CO Q.. - & w Estate of Claire S. Steele iceased ow ~.'" ~ ~~ -" Social Security No: 174-20-2269 Date of Death: 02/08/2004 r...; ~..R--b^ J...l Ai ^^6~ -....J AND NOW, \3> ,o:LDO+ ,in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary D Of Administration (c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) are hereby granted to Carol S. Amsden and Gina L. Steele in the above estate and that the instrument(s) dated 03/29/1994 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters. . . . . . . $ 410.00 ~l.u." ~ ,~-=\:x,~ ~p'~Cff ~ Short Certificate(s). . . . . $ 12.00 97fflf Register of Wills '........, '~ Renunciation. . . . . $ Attorney: James G. Morgan, Jr. Affidavits ( ) $ I.D. No: 06897 Tucker Arensberg, P.C. Extra Pages ( ) . $ 15.00 Address: III North Front Street P.O. Box 889 Codicil. . . . . . . . . . . $ Harrisburg, PA 17108-0889 JCP Fee. . . . . . . . . . $ 10.00 Telephone: 717/234-4121 Inventory. . . . . . . . . . $ Other. . . . . . . . . . $ TOTAL. . . . . . . . . $ t.f4, . O()444 . tro Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) Hl05.805 REV 9/86 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. Fee for this certificate, $2.00 ~/wtJ~a p 10009439 d/q IDY , No. Date ac- ~ "... .,,~ =- tl;.~ ~:::;1 cr ,~. (t> r::l ....... iSt a:l ::j 0.:. - VJ HIO';. . 4J A.... li8] COMMONWEALTH OF PENNSYlVANIA' DEPARTMENT OF HEALTH. VITAL RE~OS ~ ;'I'PE.lPRINT CERTIFICATE OF DEATH .; () 'H STAlE" U"8ER O...ffOFS4tT~-o~:'-;l- --I PffHU.N(NT NAMEOFOECEOENT(""Sl.M';;;;~----'-----"-------_____ SEX BLACK; INI( .. t L ",,', nc. <' S,<'..(L~. ..:rCmAl- Co' .. )-;:1-0'1 " ....GE lL.ay Bor'll'lQavl UNDER 1 YEAR UNDER I DAY 7~ MonlNl : OaYI HourI : lo4o.,VI.. Y" ~::~l 0 .. COUNTY OF QE.(TH RACE . "m"ICMlI~. aM.dl. 'Nhlll. "Ie p ( /2/2. i PC,"'J IWf ($peclf)-) . LukIe... lb. Ie. 1.. DECEDENT'S USUAL OCCUPAJ'IOH MARITAl STATUS. ........ SURVIVING SPOuSE 1~:W~Iit:':O~~::l,:r Nevet MarriN. W~. I"....-~~Nmel 1V,,""c nyA: (.1"- E~ Oivorced (Spec.tyJ 11.. t> m/)~u. 11b. n. {o-'21 / J-. WIJCIWc.J ". OECEOENT'~ Mf{I.NG AOOAESS (SIt... CotylTown. SQl..lioCOdeI DECEDENT'S I1c.,tg .... OIlcedenc iMd in fI fJ .?1/J...JUJ 'IOJ I ~ Fl.is )(,,,G CO~f.'-:r ACTUAL ... """ RESIDENCE - , C""li,cc I If", /7,;;;'5: (See "'SUUCIIQI'\I CUIl16ud.A",J Iiw in. onOlh_sooel _1 II. ,,.. "..-. FATHER'S NAME (J=it$l. M~. L~IIJ :L .. II. ';7< <-L e,. INFORMANrs NAME (T ypalPtanc) G "./I! L., ,... METHOD OF OIsPOSITM)N 8...,... f'1 CrMWion 0 Remov. Irom Slale 0 OI;,*~I f;_ I7c' -;- C' .30...e;J,) 9tt /9- L '>c. W\S CASE AEFEAAEO TO MEDICAl EXAMINERICOAONEM .....0 ...Elil ZO. '~e PART": 0UMt ~ c:onditioN ~ IOdNItI. Due : in&erva( betwMn not~ inttt. ~ca..Mg;.-.. f'lVJT I. I CInMf and 0MCtI , .. : u ! : I '-- 0 ~ , '-..J : -~ ~-- WERE AUTOPSY FINDINGS MANNEA OF DEATH DATE OF INJURV TIM( OF IHJURY INJURY /IiI WORtC1 DESCRIBE HCNI mJURY OCCURREO. A\oMJLA8U PRIOA m (M(w\". Day. 'tlurl CQMPLE'TK)H OF CAUSE LQ- 0 Of OE.IJH1 N.a!Ufai -- ....0 ...0 'v Acc-JOenC 0 Pen6nv l"....sug.liGn 0 (U Y.. 0 ...tt 0 o PlACE OF INJURY. AI hofnao. ,.,.,.,., WIf", IiCkWy, omc:. ... s..c... Cou6d 1'10' De deleRNI\M '0 bt.tildlng."c-.I~1 -t- ,o.. Ub. ... ,... V) elRTIFllA le"'.:k ono., onel .CEATIFYlHG PHYSICIAN l~y$ICoOU1 Ctlf~ CiluS. 01 C1~iI~..."....~.. pt>y",~ "'ilS ptOllOuOCea ~alh iIlI(J completed II.".lJI To Che be., 01 "'y Itnowleclv.. d..th gcCu,~ llIua $0"'. c."'..Csl.nO In_nn.,.. st_'n. . . . . . . . . . , . . . '..,. ............ ~ . PRONOUNCING AND CEATI"YIHG I""'YStCIAH IPhySlC~ 00ItI ~onounc"'9 ou~ M\Cl <:""'Y""O IOC~S. 01 OeOll'\1 8 To Ih. 0...1 01 InY ..no....I.IlI'll., "'.lh oce""," .11.... U",., d.II.."'II ".C',.nc1 d",. 10 Ih. C....H(.}.1"NlI ",.nn... fa .l.l..cl ~ 0 . MEDICAL EXAMINER/CORONER " On Ihe b..i. 01 ....mil'l.lion and/Of' invesligoltion. in my opinion, d..lh oecurr.d allhe lim., d.II, .nd pl.e.. and du. to Ihe c:au_(.) and 0 ~ mann.,.. .lalH.. . , .... ,.. ...... . . . . .. .............. . .... .......... .., , . . .....,.., ~ ,.. n. z o~~ .. LIJ:orf13101 ::E""EO'~""~~79Ioi .'; . . .. steel.will.C/ppt/March 22, 1994. . ~ . WILL I, CLAIRE S. STEELE, of Duncannon, Perry County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I. I give all my automobiles, and all other articles of personal and household use, together with all insurance relating thereto, to my husband, LAWSON E. STEELE, if he survives me by thirty days. If he does not so survive me, I give all such property and insurance to my children who so survive me, to be divided among them as they may agree or, in the absence of agreement or if any of them is a minor, as my executor may think appropriate: provided that articles which my executor considers unsuitable for any minor children may be sold and the proceeds thereof added to my residuary estate. My executor may, without further responsibility, distribute property passing to a minor under this article to the minor or to any person to hold for the minor. ITEM II. I give all the residue of my estate, real and personal, to my husband, LAWSON E. STEELE, provided that he survives me by thirty (30) days: if he does not so survive me, I give the residue of my estate, real and personal, in equal shares to my children, CAROL S. AMSDEN and GINA L. STEELE, provided that the share of any child who predeceases me or dies on or before the Page 1 of 5 pages. . . . steel.will.C/ppt/March 22, 1994, . ~ thirtieth day following my death shall be distributed to his or her issue per stirpes living on the thirty-first day following my death and in default of any such then-living issue such shares shall be added to the share or shares for my other child. ITEM III. No interest in income or principal shall be assignable by, or available to anyone having a claim against, a beneficiary before actual payment to the beneficiary. ITEM IV. All federal, state, and other death taxes payable on the property forming my gross estate for tax purposes, whether or not it passes under this will, shall be paid out of the principal of my residuary estate just as if they were my debts, and none of those taxes shall be charged against any beneficiary. ITEM V. I authorize my executor: A. to retain and to invest in all forms of real and personal property, regardless of (i) any limitations imposed by law on investments by executors or trustees, ( ii) any principle of law concerning delegation of investment responsibility by executors or trustees, or (iii) any principle of law concerning investment diversification; B. to compromise claims and to abandon any property which, in my executor's opinion, is of little or no value; Page 2 of 5 pages. , . \ . . . steel.will.C/ppt/March 22, 1994' to borrow from, and to sell property to others, and to pledge property as security for repayment of any funds borrowed; C. to sell at public or private sale, to exchange or to lease for any period of time any real or personal property, and to give options for sales or leases; D. to join in any merger, reorganization, voting-trust plan or other concerted action of security holders, and to delegate discretionary duties with respect thereto; E. to use administrative or other expenses of my estate as income tax or estate tax deductions and to value my estate for tax purposes by any optional method permitted by the law in force when I die, without requiring adjustments between income and principal for any resulting effect on income or estate taxes; and F. to distribute IN KIND and to allocate specific assets among the beneficiaries in such proportions as my executor may think best, so long as the total market value of any beneficiary's share is not affected by such allocation. These authorities shall extend to all real and personal property at any time held by my executor and shall Page 3 of 5 pages. I . . steel.will.C/ppt/March 22, 1994 continue in full force until the actual distribution of all such property. All powers, authorities, and discretion granted by this will shall be in addition to those granted by law and shall be exercisable without leave of court. ITEM VI. I appoint my husband, LAWSON E. STEELE, executor under this will. Should he fail to qualify or cease to act as executor, I appoint CAROL S. AMSDEN and GINA L. STEELE, Co- executor under this will. No personal representative appointed hereunder shall be required to give bond or furnish sureties in any jurisdiction. ITEM VII. The term "executor" and "trustee" or any pronoun used to indicate the executor, trustee, any other fiduciary or any beneficiary shall be deemed to apply to one or more than one person or corporation and to the masculine, feminine or neuter gender as the case may be. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my last will, this ;2.9~day of March, 1994. {I~~. ~ ( SEAL) Claire S. Steele Page 4 of 5 pages. . ~ . . steel.will.C/ppt/March 22, 1994 SIGNED, SEALED, PUBLISHED, and DECLARED by the above testatrix, as and for her last will, in the presence of us, who thereupon at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses. (~ Page 5 of 5 pages. . ;' . . . . steel.will.C/ppt/March 22, 1994' STATE OF PENNSYLVANIA ) ( ss: COUNTY OF DAUPHIN ) We, CLAIRE S. STEELE, -JiJMES G_I1"R~II-N, ~ , and G J...f) e.//9 4.l(f/lJE. the testatrix and 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 that she had signed willingly 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 witness and that to the best of our knowledge, the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. SUBSCRIBED, sworn to or affirmed, and acknowledged before me by the above-named testatrix and by the witness whose names appear above on ~ ~Cf , 1994. NO~O~~ i 1 Notarial Seal JaCXluelyn A. Zettlemoyer, Notary Public Harrisbury, Dauphin County My Commission Expires Jan. 29, 1995 Member, Pennsylvania Association of NOlai Icl5 of of Wills '04 FEB 13 All :27 C;slrk Court Curnbafkind Co., PA ".._- . -- - "2- (J) t ct:) : <( ct:) u 0 0:: dJ : t 0 f- u.J 0 N 2 u.J ~ r-... ~ . +-- V) f- <( ~ t::8 Vl (J) u.J Z r0 U f- ct:) ~ u:: N Z ct:) <( ("\J u.. ~ ~ x ~ t::: 0 0 >- r-... ~ u... co V) ~ I . ~ u.J Z ....J </) ~ 0 u.J 0 ci o n.; 0... I "2- \5 c- o:: u.J ~ ...J 0 ::J u.J u... - '" f- 0... V) u.J C2 I ~ <( I " .. - . - .. J - I CERTIFICATION OF NOTICE UNDER RULE 5.6(a) BEFORE THE REGISTER OF WILLS, CUMBERLAND COUNTY OF PENNSYLVANIA In re: ESTATE OF CLAIRE S. STEELE, Deceased. DATE OF DEATH: February 4,2004 Will No. ;2}- 04-/40 Administration No. To the Register: I certify that notice of beneficial interest 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 February 18, 2004: Name Address Carol S. Amsden 11 Willow S1., Marysville, PA 17053 Gina L. Steele 6209 Wallingford Way, Mechanicsburg, PA 17050 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: Date: 3//01 \)Lf Signature: Name: Jam Morgan, Jr. , Tucker Ar sberg, P.C. Address: 111 North Front Street P.O. Box 889 Harrisburg, PA 17108-0889 Telephone: 717/234-4121 Capacity: _ Personal Representative X Counsel for Personal Representative 0::> -;q ("'J a: ..- ...- 2 ::c ;.1 ,'"') \..," ..;;; -g I", (1; """ Cl~) 5- :1) a: p a: {.50 V- COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 1712B-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 003887 MORGAN JAMES G JR 111 N FRONT ST POBOX 889 HARRISBURG, PA 17108-0889 ACN ASSESSMENT AMOUNT CONTROL NUMBER _n_____ fold ---------- -------- 101 I $ 30,000.00 ESTATE INFORMATION: SSN: 174-20-2267 I FILE NUMBER: 2104-0140 I DECEDENT NAME: STEELE CLAIRE S I DATE OF PAYMENT: 04/30/2004 I POSTMARK DATE: 04/29/2004 I COUNTY: CUMBERLAND I DATE OF DEATH: 02/08/2004 I I TOTAL AMOUNT PAID: $30,000.00 REMARKS: CHECK# 529 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS TUCKERIARE~~~~~~ April 29, 2004 Cumberland County Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of Claire S. Steele Dear Sir or Madam: 21-04 ~ /40 Enclosed please find a check payable to "Register of Wills, Agent" in the amount of $30,000.00 representing the 5% discount prepayment of estimated Pennsylvania inheritance tax relative to the above estate. Please return a receipt in the enclosed self addressed stamped envelope. Should you have any questions, please do not hesitate to contact me. Thank you for your cooperation in this matter. Sincerely, Tucker Arensberg, P.C. ~c1//~ ':Jr.-., ~ c:5 Theresa A. Wheeler -- ~ :-~ \ Legal Assistant to = ""'t:: James G. Morgan, Jr. = LV 0 :taw --'0 Enclosures j..,.} (.,:, (::J Tucker Arensberg, P.C. 111 North Front Street P.O. Box 889 Harrisburg, PA 17108 www.tuckerlaw.com J p. 800.257.4121 p.717.234.4121 f. 717.232.6802 ~ ~ 1/--...:0:'[ ."'~.~ ~, ((, ~~ , '. j.'-~~:'; ,~~.:I~ ~~ ":~ - Q.:: - UJ - i- !.l.l ~ :t: - / - ./ , ! ,-u) - 00 ~ ~<D -00 o ::J ..... 0 "- 2..c: 'f .5Q t O>::J<D <D 0 ..... O:::Uro ~ ::J >'>'0- - ............(f)e<) ~ cc ..- ::J::J<Do 0000,..... uU::J..- ~ "O"O.,g<( cCto.. l'I ~~::J (:) ..... ..... 0 <Ii <D<Du_ ..c..c 00 ...... E E <D'~ .;) ::J ::J C CO tT) UUOU tT) + t" ..... (:) ", r'. <Xl .... 0 ~ ,.... ~ ! 0: ~ :::J U~ .0 (f) .;:: ~Ql Co ~: I ~;: 0) <Xl Cf)- <Xl Z<t x 0 tD ~ 0 ~ a.: Qi ~ ~ i75 ~ E 0 ~ It ~ .s (;; z ~~ ~ ~ ~ V OFFICIAL USE ONLY REV-15oo EX + (6-00) REV-1500 INHERITANCE TAX RETURN FI;z. NUMBER t-f No COMMONWEALTH OF PENNSYLVANIA . I 0 DEPARTMENT OF REVENUE RESIDENT DECEDENT DEPT. 280601 HARRISBURG, PA 17128-0601 COUNTY CODE YEAR NUMBER 0 DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL) socrAL SECURITY NUMBER E Steele Claire S. 174-20-2267 C DATE OF DEATH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE E 0 REGISTER OF WILLS E SOC AL SECURI YNUMBER N T X 1. Original Return 2. Supplemental Return 3 date of death . Remainder Return prior to 12-13-82) CAPB 4. Limited Estate 4a. Future Interest Compromise (date of death after 12~ 12-82) 5. Federal Estate Tax Return ReqUired HpRL X 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes EplO CRAC (Attach copy of Will) (Attach copy of Trust) KOTK D 9. Litigatfon Proceeds Received D 10. Spousal Poverty Credit D ES (date of death between 12-31-91 and 1-1-95) C P 0 0 James G. MoranJr., Es uire III North Front Street R N FIRM NAME (If Applicable) Box 889 R 0 P.O. E E Tucker Arensber P.C. Harrisburg, PA 17108-0889 S N , T TELEPHONE NUMBER 234-41 Real Estate (Schedule A) (1) 188,98!P.1J.2 g OFFICIAr;:tJSE ONLY '''7'':,,''. Stocks and Bonds (Schedule B) (2) 173,3~.~4 -",",,-..' I'D ("'_ Closely Held Corporation. Partnership or (3) fone ."" "'" Sole-Proprietorship c= None en 4. Mortgages & Notes Receivable (Schedule D) (4) N R 5. Cash. Bank Deposits & Miscellaneous Personal Property (5) 9,641.55 --.I E (Schedule E) . C '. 31 A 6. Jointly Owned Property (Schedule F) (6) 14,284.60 N p I D 'Separate Billing Requested " .:..:. T ~;, ," c W U 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 308,444.58 L (Schedule G or L) A T 8. Total Gross Assets (total Lines 1-7) (8) 694,657.39 I 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 24,838.92 0 N 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) None 11. Total Deductions (total Lines 9 & 10) (11) 24.838.92 12. Net Value of Estate (Line 8 minus Line 11) (12) 669,818.47 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Sub"ect to Tax (Line 12 minus Line 13) (14) 669,818.47 C SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 0 M T P 15. Amount of Line 14 taxable at the spousal tax U A T rate. or transfers under Sec. 9116(a)( 1.2) X .0 0 (15) 0.00 X A 669,818.47 .0 45 (16) 30,141. 83 T 16. Amount of Line 14 taxable at lineal rate X I 17. Amount of line 14 taxable at sibling rate X .12 (17) 0.00 0 N 18. Amount of Line 14 taxable at collateral rate X .15 (18) 0.00 19. Tax Due (19) 30,141. 83 20. X K:il:R:hi~:U:g,,) Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) > Decedent's Complete Address: STREET ADDRESS 4081 Rufus King Court CITY I STATE I ZIP Eno1a PA 17025 Tax Payments and Credits: ,. Tax Due (Page 1 Line 19) (1) 30,141. 83 2. Credits/Payments A. Spousal Poverty Credit 0.00 B. Prior Payments 30,000.00 C. Discount 1,507.09 Total Credits ( A + B + C ) (2) 31,507.09 3. Interest/Penalty if applicable D. Interest E. Penalty TotallnteresVPenalty ( D + E ) (3) 0.00 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) 1,365.26 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 A. Enter the interest on the tax due. (SA) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.00 Make Check Payable to: REGISTER OF WillS, AGENT .. ,.,.,. _ ,.., _ ,': ",': '. 'ii:nii'i!]!L:::!I!!::i:::;:: ,m!!!Wmmmimm!:i!!1inrr '~:WW! ;:;:~;::::;;::i::::i::::::::::::;:!;:;;:::';::;::::.:::: !!:H:!:ii:ii ii!ll!iim ::::::::::::::::::::;;;::::::::::::ii:;:::::;!;i!:];;';::i::i::::::::::::::;;;:;;:;;;;;jj;!!g;j!!!jj'!!!j!j;!j;i"!'" 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 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? . .. . 0 [!] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 0 [!] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? rn 0 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 the personal representatrve Is based on aJllnformatlon of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Carol S. Amsden DATE t~.Aar 11 Willow St. '3//&>/0,-/ ----------------------------------------------------- Mar svi11e, PA 17053 SIGNATURE OF f'REPARER OT Tucker Arensberg, P.C. . i 1 ' 111 North Front Street - - -Ii';';'r-lsi);;'; - - - --pt, - - -i 7icfs: Difs9 - - - - - - -. - - - - - - - - -- eath on or after July 1, 4 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the se is 3% [72 P.S. 911 (a) (1.1) (i)]. For dates of eath 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(aXll]. 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(aX1.3)]. 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. Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) ADDITIONAL Personal Representatives Estate of Claire S. Steele SS# 174-20-2267 02/08/2004 ***************************************************** Under penalties of perjury, the undersigned declare that they have examined this return, including accompanying schedules and statements, and to the best of their knowledge and belief, it is true, correct and complete. Signature ~ ,-J. A-ii I, . Name Gina L. Steele Address Line 1 6209 Wallingford Way Address Line 2 City, State, Zip Mechanicsburg, PA 17050 Date %1/l'n/01 , REV~ 1502 EX t (1~97) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Claire S. Steele SSfj 174-20-2267 02/08/2004 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledQe of the relevant facts. Real Droperty which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 4081 Rufus King Court, Enola, PA 17025 - house 188,960.32 TOTAL (Also enter on line 1, Recapitulation) $ 188,960.32 (If more space is needed, insert additional sheets of the same size) Copyright (cl 1996 form software only CPSystems, Inc. Form REV-1502 EX (Rev. 1~97) REV-1503 EX +(1-97) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Claire S. Steele SS# 174-20-2267 02/08/2004 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 Many Life Insurance Company - Mutual Fund #04J-449423 173,326.94 TOTAL (Also enter on line 2, Recapitulation) 173,326.94 (If more space is needed, insert additional sheets of the same size) CopyrIght (c) 1996 form software only CPSystems, Inc. Form REV-1503 EX (Rev.l~97) REV-1508 EX + (1-97) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Claire S. Steele SSil 174-20-2267 02/08/2004 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Car Insurance reimbursement 395.00 2 Good Housekeeping - refund for magazine subscription 21.97 3 Long Term Care - Long term care reimbursement 1,057.58 4 Waypoint Bank returned check fee reimbursement 7.00 5 Waypoint Bank - Savings Account #970000610 160.00 6 2000 Buick Century 8,000.00 TOTAL (Also enter on line 5, Recapitulation) $ 9,641.55 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-15G8 EX (Rev. 1-97) REV-1509 EX + (1-97) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Claire S. Steele SSfl 174-20-2267 02/08/2004 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. Carol S. Amsden 11 Willow St. Daughter Marysville, PA 17053 B. Gina L. Steele 6209 Wallingford Way Daughter Mechanicsburg, PA 17050 C. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial Institution and bank DATE OF DEATH DECD'S VALUE OF account number or similar Identifying number. NUMBER TENANT JOINT Attach deed for Jolntly~ held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1 B 01/02/98 Waypoint Bank - Checking 16,171.44 50.00% 8,085.72 Account #900035544 B 01/02/98 Waypoint Bank - Accrued 0.26 50.00% 0.13 Interest checking account fl900035544 2 A 01/17/83 Waypoint Bank . Checking 12,393.18 50.00% 6,196.59 Account #905000956 3 A 01/17/83 Waypoint Bank - Accrued 3.12 50.00% 1.56 Interest Checking Account #905000956 TOTAL (Also enter on line 6, Recapitulation) S 14,284.00 (If more space is needed insert additional sheets of the same size) Copyright (el 1996 form software only CPSystems, Inc. Form REV-1509 EX (Rev. 1-97) REV-1510 EX + (1-97) SCHEDULE G INTER-VIVOS TRANSFERS & COMMONWEALTH OF PENNSYLVANIA MISC. NON-PROBATE PROPERTY INHERITANCETfJ,)( RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Claire S. Steele SSII 174-20-2267 02/08/2004 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. DESfRIPTlON OF PROPERTY % OF ITEM INCLUDE TH NAME OF THE TRANSFEREE THEIR DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. NUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) 1 MaNY Life Insurance Company 112,308.29 112,308.29 - Annuity #2VAOOl1264 2 MaNY Life Insurance Comapny 84,901. 36 84,901. 36 - annuity #2VAOOl1268 3 MaNY Life Insurance Company 20,971. 56 20,971.56 - IRA #2VAOO11266 4 MaNY Life Insurance Company 90,263.37 90,263.37 - IRA 112VAOO11270 TOTAL (Also enter on line 7, Recapitulation) S 308,444.58 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1510 EX (Rev. 1-97) REV-1511 EX+(1~97) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAl EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Claire S. Steele SSfl 174-20-2267 02/08/2004 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES, 1 Ronald C. L. Smith Funeral Home - funeral 4,854.98 B. ADMINISTRATIVE COSTS, 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip - Year(s) Commission Paid: 2. Attorney's Fees Tucker Arensberg, P.C. 16,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip - Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 447.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 Andrews & Patel Assoc. , PC - Procri t - Insurance deductible 100.00 2 Comcast Cable - cable at house 42.23 3 Cumberland Law Journal - proof of publication 75.00 4 Darlene Maloney - February house cleaning 80.00 5 Darlene Maloney - March house cleaning 80.00 6 Duncannon Presbyterian Church - funeral luncheon 150.00 Total of Continuation Schedule(s) 2,509.71 TOTAL (Also enter on line 9, Recapitulation) $ 24,838.92 (It more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) Estate of: Claire S. Steele Soc Sec i/: 174-20-2267 Date of Death: 02/08/2004 Continuation of Schedule H-B2 (Attorney's Fees) Item Description Amount il 1 Tucker Arensberg, P.C. - attorney fees 16,500.00 -------------- 16,500.00 Estate of: Claire S. Steele Soc See IF: 174-20-2267 Date of Death: 02/08/2004 Continuation of Schedule H-B4 (Probate Fees) Item Description Amount IF 1 Register of Wills - probate fees 447.00 -------------- 447.00 Estate of: Claire S. Steele Soc Sec If: 174-20-2267 Date of Death: 02/08/2004 Continuation of Schedule H-B7 (Other Administrative Costs) Item Description Amount If 7 Duty's Locksmith - fix lock at house 60.53 8 Gina Steele - reimbursement for Comcast bill and Home 109.42 Depotinvoice 9 Hampden Township - water and sewer 115.00 10 James R. Gingrich Memorials - headstone inscription 95.00 11 Kathryn D. Tetrow, Treasurer - 2004 Real Estate Tax 488.16 12 Kinkora Pythian Home Corp. - nursing home care 540.50 13 Kinkora Pythian Home Corp. nursing home care 12.50 14 Metro Med Services - trip for CT Scan 150.00 15 Metro Med Services - ambulance from Holy Spirit to Kinkora 48.76 16 Michelle Corsnitz - Hairstylist for decedent's hair at viewing 35.00 17 Morrow Tax Associates - tax preparation 85.00 18 PAWC water at house 11.80 19 PAWC - water at house 12.65 20 PAWC - water at house 12.69 21 Pharmerica - prescriptions at nursing home 31.17 22 PPL Electric Utilities electric at house 35.12 23 PPL Electric Utilities electric at house 31. 41 24 PPL Electric Utilities electric at house 24.15 25 The Sentinel - proof of publication 119.21 26 U.S. Treasury - 2003 federal income tax payment 37.00 27 UGI gas at house and maintenance 89.95 28 UGI gas at house 151.21 Estate of: Claire S. Steele Soc See If: 174-20-2267 Date of Death: 02/08/2004 Continuation of Schedule H-B7 (Other Administrative Costs) Item Description Amount If 29 UCI - gas at house 66.45 30 UCI gas at house 63.63 31 Verizon phone at house 27.82 32 Verizon - phone at house 27.82 33 Verizon - phone at house 27.76 -------------- 2,509.71 REV-1513 EX t (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Claire S. Steele SSif 174-20-2267 02/08/2004 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [Include outright spousal dIstributions, and transfers under Sec. 9116(a)(1.2)] 1 Carol S. Amsden Daughter 1/2 residue of 11 Willow St. estate Marysvi11e, PA 17053 2 Gina L. Steele Daughter 1/2 residue of 6209 Wallingford Way estate Mechanicsburg, PA 17050 ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18. AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON. TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S 0.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) ~ . stekl.will.C/ppt/March 22, 1994. WILL I, CLAIRE S. STEELE, of Duncannon, Perry County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I. I give all my automobiles, and all other articles of personal and household use, together with all insurance relating thereto, to my husband, LAWSON E. STEELE, if he survives me by thirty days. If he does not so survive me, I give all such property and insurance to my children who so survive me, to be divided among them as they may agree or, in the absence of agreement or if any of them is a minor, as my executor may think appropriate; provided that articles which my executor considers unsuitable for any minor children may be sold and the proceeds thereof added to my residuary estate. My executor may, without further responsibility, distribute property passing to a minor under this article to the minor or to any person to hold for the minor. ITEM II. I give all the residue of my estate, real and personal, to my husband, LAWSON E. STEELE, provided that he survives me by thirty ( 30) days; if he does not so survive me, I give the residue of my estate, real and personal, in equal shares to my children, CAROL S. AMSDEN and GINA L. STEELE, provided that the share of any child who predeceases me or dies on or before the Page 1 of 5 pages. . steel.will.C/ppt/March 22, 1994 .. thirtieth day following my death sha 11 be distributed to his or her issue per stirpes living on the thirty-first day following my death and in default of any such then-living issue such shares shall be added to the share or shares for my other child. ITEM III. No interest in income or principal shall be assignable by, or available to anyone having a claim against, a beneficiary before actual payment to the beneficiary. ITEM IV. All federal, state, and other death taxes payable on the property forming my gross estate for tax purposes, whether or not it passes under this will, shall be paid out of the principal of my residuary estate just as if they were my debts, and none of those taxes shall be charged against any beneficiary. ITEM V. I authorize my executor: A. to retain and to invest in all forms of real and personal property, regardless of (i) any limitations imposed by law on investments by executors or trustees, (ii) any principle of law concerning delegation of investment responsibility by executors or trustees, or (iii) any principle of law concerning investment diversification; B. to compromise claims and to abandon any property which, in my executor's opinion, is of little or no value; Page 2 of 5 pages. <. , steel.will.C/ppt/March 22, 1994 to borrow from, and to sell property to others, and to pledge property as security for repayment of any funds borrowed; C. to sell at pUblic or private sale, to exchange or to lease for any period of time any real or personal property, and to give options for sales or leases; D. to join in any merger, reorganization, voting-trust plan or other concerted action of security holders, and to delegate discretionary duties with respect thereto; E. to use administrative or other expenses of my estate as income tax or estate tax deductions and to value my estate for tax purposes by any optional method permitted by the law in force when I die, without requiring adjustments between income and principal for any resulting effect on income or estate taxes; and F. to distribute IN KIND and to allocate specific assets among the beneficiaries in such proportions as my executor may think best, so long as the total market value of any beneficiary's share is not affected by such allocation. These authorities shall extend to all real and personal property at any time held by my executor and shall Page 3 of 5 pages. . steel.will.CjpptjMarch 22, 1994 continue in full force until the actual distribution of all such property. All powers, authorities, and discretion granted by this will shall be in addition to those granted by law and shall be exercisable without leave of court. ITEM VI. I appoint my husband, LAWSON E. STEELE, executor.under this will. Should he fail to qualify or cease to act as executor, I appoint CAROL S. AMSDEN and GINA L. STEELE, Co- executor under this will. No personal representative appointed hereunder shall be required to give bond or furnish sureties in any jurisdiction. ITEM VII. The term lIexecutor" and "trustee" or any pronoun used to indicate the executor, trustee, any other fiduciary or any beneficiary shall be deemed to apply to one or more than one person or corporation and to the masculine, feminine or neuter gender as the case may be. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, t:i my last will, this ;L'?-day of March, 1994. (I~~. .J?:t-;d.J2. (SEAL) Claire S. Steele Page 4 of 5 pages. ~ . . steel.will.CjpptjMarch 22, 1994 SIGNED, SEALED, PUBLISHED, and DECLARED by the above testatrix, as and for her last will, in the presence of us, who thereupon at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses. Page 5 of 5 pages. - - 0 steel.will.C/ppt/March 22, 1994 STATE OF PENNSYLVANIA ) ( ss: COUNTY OF DAUPHIN ) We, CLAIRE S. STEELE, ..JIJt11~:S G. )1tJ/?c"lftV, ..J7:... , and G L./:ile../ /9 /.1. 1?/1lJE. the testatrix and 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 that she had signed willingly 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 witness and that to the best of our knowledge, the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. SUBSCRIBED, sworn to or affirmed, and acknowledged before me by the above-named testatrix and by the witness whose names appear above on .~ ~ '1 , 1994. ~O.~~~J No ar Public , i Notanal Seal J I Jacque!yn A. Zettlemoyer. Notary Public . Harrisburg, Dauphin County My Commission Expires Jan. 29, 1995 Member, PannsylvaniaAssodation of NOi>.:ui0S Register of Wills of CUMBERLAND County, Pennsylvania INVENTORY Estate of Claire S. Steele No. ;)1- (ll- ILl () also known as Date of Death 02/08/2004 , Deceased Social Security No. 174-20-2267 Carol S. Amsden and Gina L. Steele, 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 of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. J !We verify that the statements made in this Inventory are true and correct. l!We understand that false statements herein are made subject to the pena~l:sopa. C S. Section 4904 relating to unsworn falSification to authontles ".):Jl U~ Personal Representative J,'I Name of " I I . . Attorney, J G. J ., Es u 1 re Signature, (i /1 h J--t ..-f ~-I.~~ 1.0. No.' Signature: C2jOl S. Amsden ~/C( hniu Gina L. Steele Address: 111 North Front Street Address: 11 Willow St. Harrisbur1l., PA 17108-0889 Marysville, PA 17053 Telephone: 717/234-4121 Telephone, 717/763 - 652 7 Dated: ~ 1/& Jd.Do'f r r Description S:h. ~ Value 3 cr (",' e en N ...,J 31 N (See continuation page(s) attached) .:..:. VJ (Attach additional sheets if necessary) Total: 371,928.81 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. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, inc. Form #RW-7 (1992) V' INVENTORY Estate of: Claire S. Steele Date of Death: 02/08/2004 County: Cumberland CASH: ----- Car Insurance reimbursement 395.00 Good Housekeeping - refund for 21.97 magazine subscription Long Term Care - Long term 1,057.58 care reimbursement Waypoint Bank - returned check 7.00 fee reimbursement Waypoint Bank - Savings 160.00 Account #970000610 -------------- 1,641.55 PERSONAL PROPERTY: ------------------ 2000 Buick Century 8,000.00 -------------- 8,000.00 STOCKS/LISTED: -------------- Mony Life Insurance Company 173,326.94 Mutual Fund #04J-449423 - - - - - - - - - - - - -- 173,326.94 -1- - REAL ESTATE/PA: - - - - - - - - - - - - - -- 4081 Rufus King Court, Eno1a, 188,960.32 PA 17025 - house -------------- 188,960.32 ---------------- TOTAL RECEIPTS OF PRINCIPAL............... 371,928.81 ================ -2- COMMONWEALTH OF PENNSYLVANIA '* BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION PO BOX 280601 . HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX '. , APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1541EXC12.91)PC DATE 12-06-2004 ESTATE OF STEELE CLAIRE S DATE OF DEATH 02-08-2004 FILE NO. 21 04-0140 COUNTY Cumberland JAMES G MORGAN JR ESQ Tv! 10 [) ACN 101 TUCKER ARENSBERG .... . PO BOX 889 I Am'".' R.m;ll" I HARRISBURG PA 17108-0889 ~..' '" C\ MAKE CHECK PAYABLE AND REMIT PAYMENT TO: Register of Wills Cumberland County Courthouse Carlisle, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ . -R-EV~1547 EX -(06-97fpc - - - - - - - - - - - - - -Notit-E -ifF -fNHERIT A-NCE-tA5( AP-PR-AiS-EMENt~ -A"LCowANce- oR"- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF STEELE CLAIRE S FILE NO. 2104-0140 ACN 101 DATE 12-06-2004 TAX RETURN WAS: ( IZI) ACCEPTED AS FILED ( D) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 188,960.32 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 173,326.94 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 0.00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) 0.00 ofthis form with your 5. Cash/Bank Deposits/ Misc. Personal Property (Schedule E) (5) 9,641.55 tax payment. 6. Jointly Owned Property (Schedule F) (6) 14,284.00 7. Transfers (Schedule G) (7) 308,444.58 8. Total Assets (8) 694,657.39 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 24,838.92 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 0.00 11. Total Deductions (11) 24,838.92 12. Net Value ofTax Return (12) 669,818.47 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 0.00 14. Net Value of Estate Subject to Tax (14) 669,818.47 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16,17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 0.00 X .00 0.00 16. Amount of Line 14 taxable at LineallClassA rate (16) 669,818.47 X.045 30,141.83 17. Amount of Line 14 taxable at Sibling rate (17) 0.00 X .12 0.00 18. Amount of Line 14taxableatCollaterallClass B rate (18) 0.00 X.15 0.00 19. Principal Tax Due (19) 30,141.83 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID 1_) AMOUNT PAID 04-29-2004 cd003887 1,507.09 30,000.00 TOTAL TAX CREDIT 31,507.09 BALANCE OF TAX DUE 1,365.26 CR INTEREST 0.00 TOTAL DUE 1,365.26 CR * IF PAID AFTER DATE INDICATED, SEE REVERSE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 0L RESERVATION: 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. PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 21 of 1995. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. Make check or money order payable to: REGISTER OF WillS, 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-1313). Applications are available at the Office of the Register of Wills or any of the 23 Revenue District Offices, or by calling the special 24-hour answering service numbers for forms ordering: In Pennsylvania 1-800-362-2050, outside Pennsylvania and within local Harrisburg area (717) 787-8094, TDD# (717) 772-2252 (Hearing Impaired Only). OBJECTIONS: 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, PO Box 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. ADMINISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, A TIN: Post Assessment Review Unit, PO Box 280601 Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 3 ofthe booklet "Instructions for Inheritance Tax Retum for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death a five percent (5%) discount 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 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 daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2001 are: Interest Daily Interest Daily Interest Daily Year ~ Factor Year ~ Factor Year ~ Factor 1982 20% .000548 1988-1991 11% .000301 2001 9% .000247 1983 16% .000438 1992 9% .000247 2002 6% .000164 1984 11% .000301 1993-1994 7% .000192 2003 5% .000137 1985 13% .000356 1995-1998 9% .000247 2004 4% .000110 1986 10% .000274 1999 7% .000192 2005 5% .000137 1987 9% .000247 2000 8% .000219 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAilY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. COMMONWEALTH OF PENNSYLVANIA *' DEPARTMENT OF REVENUE ~~'''''''J"r''n'-r r.,- INHERITANCE TAX BUREAU OF INDIVIDUAl',.tA~ES :.j I,,.. '...-', INHERITANCE TAX DIVISIOJr[l':/-' ,q,,--., STATEMENT OF ACCOUNT PO BOX Z80601 il. .-' HARRISBURG PA 171Z8-0601 REV-liD1 EX AFP (12-041 r.r'jf~r l~,~' II D'"I '). L 0 DATE 12-27-2004 It, '.J "-1' ~ ...} I Lj ...1" J- ....,.. "-... ESTATE OF STEELE CLAIRE S CLEF;; 0'= DATE OF DEATH 02-08-2004 O""":"ill"O".o, FILE NUMBER 21 04-0140 '~":(' :->',: "'~ ,~-;, COUNTY CUMBERLAND JAMES GCI./OR(;AH " JR ESQ ACN 101 TUCKER ARENSBERG I Allount Rellitted I PO BOX 889 HBG PA 17108 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account~ submit the upper portion of this for.. with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... ft!\r:r~~~.!5r.t'~'.rGl~'6!1'."..'i;.':rA~!~e1r",A5r.~tl"f!~~.b~.A~1:6D~...iii"..".."."...."'. ESTATE OF STEELE CLAIRE S FILE NO.21 04-0140 ACN 101 DATE 12-27-2004 THIS STATEHENT 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, 10-18-2004 PRINCIPAL TAX DUE,. "'NI.,.'......'.,.,.".,...,.,.,.....,.'.'.'gn"..'.'.,.,.,."g.."",.,.'. 30,141. 83 PAYMENTS CT AX CREDITS), PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-29-2004 CD003887 1,507.09 30,000.00 12-08-2004 REFUND .00 '...... 1, 365.26- TOTAL TAX CREDIT 30,141.83 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A .'CREDIp. (CRJ J YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J -s.+- ~ In the Court of Common Pleas of Cumberland County, Pennsylvania IN RE: ORPHANS' COURT DIVISION Estate of Claire S. Steele NO. 21.. 0 ~ -OI4D Status Report Under Rule 6.12 Name of Decedent: Claire S. Steele Date of Death: 2/8/2004 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No - 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete. 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X - b. The separate Orphans' Court No. (if any) for the personal representative's account is: 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 Orphans' Court and may be attached to this report. l L.. (,.. -', "'-.-,' Da~;J ( ') r<,_.~ Signature I' I . . Name: Janjes G. Morgan, Jr. Address: 111 North Front St. arrisburg, PA 17108-0889 Telephone: (717) 234-4121 Capacity: - Personal Representative vi X Counsel for Personal Representative t".\ .~ -'Ill r- ~ ~:3r:.~ ,_, [ll 0 ; 1if ~ g (~ ::J" 5' ") t;eo:l: - r-- .~a.! ~ ~I~ .~ xii qp ~ro~ g I 5 a .. ~::> G ::J a ~.' ~~i.~ i~5i '~I~ ~. . c ~ 0.1 !l. if if 11 III '. _ .=> _ ... 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