HomeMy WebLinkAbout03-0584
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of ~ e.nn e-l- h E. ~ln e..- No. ~1-().3 -5B'f
also known as To:
Register of Wills for the
, Deceased. County of r ( 1 rY\ he ("' \ 0-" ol in the
Social Security No. \ ~ l- YC:::> -- C>c:> K ::J Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age o~lder an the execut. f named
in the last will of the above decedent, dated '--'--"'--,:JC-- . ;79 C;;Cx~ \ O-C!.~
and codicil(s) dated i' \ ( A ..
\-("-Y\~'-\--v\ t-. I-,v'-"', ~lIiC"-~~'~ 1Q'la
(state relevant circumstances. e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in '- ~_L<-.",
hI':.. last family or principal residence at .
(list street, number and muncipality)
~.cendent, then '::::,$' years of age, died ...2lu-----e"6 \ ,-f9~CY'.)s , ~
atiA sh. n" ~ \ I ~ C::",-o L-2 '-- \':)c;\- .
Except as foqlows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ ::t c:: ("IOu. DC)
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $ xc:::,. <:::x:::i.,:::>. C)( '-,
situated as follows: "(:'-0', A L. .$ I 0 C:::-. 0 ("-i...-::,. (~ ~_
~ \ ~ ~re 0, ~C'n l~ ,-:A..._
r\\<-. x I \=>0-. 1101<,
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
(testamentary; administration c. La.; administration d. b.n.c.La.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEA~H OF PENNSYLVANIA l
COUNTY OF ->vLlY\~1 e,y laV\ rA- _ J 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 represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Swom to 0' .ffilmed aod 'ub",tibed {( ~ ';::,." ~- ~ en
before me this IA l:l.. day of ~.
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No. 2.1- 03" 58*
Estate of _~ n()~+h F' J,.,jV1-P , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~ ' in consideration of the petition on
the reverse side h reo , satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated 1-r2o - ()I
described therein be admitted to probate and filed of record as the last will of
Ke.nV'l;:\:.y, (' l":'2 ;
aod Lett'" TE :"Tf\:;e""e.'I"R :. . - / A.J..e h 11 ~
are hereby granted to A)1.0-- .It a. ~~ Q
~!,~;:H1~~ hcl .()..~ r'~
FEES egister of Wills
Probate, Letters, Etc. ......... s;"'~ S . DO
Short Certificates( 5) . . . . . . . . .. S 15.00 A TIORNEY (Sup. Ct. I.D. No.)
J allllRei.iltieD ~ ~. . ., sq. 00
~ \r! P S /D .00 ADDRESS
TOTAL _ scf(f..pq. 00
Filed... }-;";.I.-. .0.3...................
m~(l 7-c:2/- 03 PHONE
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fllll<:i.RO'\ REV 9lR6
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 Li-~~,~t:~
p 9449150 JUL 10 2003
No. Date
H105_1<< R..... 1191 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
PRINT CERTIFICATE OF DEATH
. (Coroner)
\NENT ST~E FilE NUMBER
(INK sex SOCIAL SECURITY NUMBER
"3
UNDER 1 YEAR BIRTHPLACE (Cily and
Monlhs 0..,. Slale or FOI"eign Country)
~l~
CITY.
Hector Twp. Hollow
Ie. ... 1.. White
DeCEDENT'S USUAL OCCUPATtON KINO OF BUSINESS/INDuSTRY MARITAL STATUS. M.rrled SURVIVING SPOUSE
(Give kine! of work done du'i~ most Natural Gas Never M.rried, WidoweCI, en wile. give maiden nllme)
He'avyng~ipnenH Element.rylSKondIry -(Spec;Jy)
11.. 11. Pi line 1 (O-l2) 12 14 Divorced
DOAESS (Street CityflOwn. State. Zip Code) DECEDENT'S 17c.[]t Yes. decedel'lllNed6n W P~nn.c:lhr\rn
621 Greason Rd. ACTUAL 178. Stale p~ Old !WI>
RESIDENCE -
Carlisle, PA 17013 (SeeinstrlJCtiolw. ......
onotherlidel -,.1 17d.O :ta:::r::of
1711. citylboro.
MOTHER'S NAME (F".. MidcIe, Maiden Surname)
...
INFORMANT'S MAlUNG ADDRESS (Street, City1Tollltn. S1ate, Zip Code)
PlACE OF
__.....0 or OIher Aace
"0. ....
WAS CASE REFERRED TO" MEDICAL EXAMINERlCOAONER?
.....1iO NoD
...
I Approxim.te PAATII: Other s1gnificllnt conditIOns contributing 10 dNttl, but
:lntttfYat berw.en not fHUlting In the undet1ylng c..... given In PART I.
I onset .nd death
.- i
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oue 10 (OA AS ^ cONSEaueNCE OF), !
c.
DUE to COR AS A CONSEQUENCE OF): I
d_ O
WERE AUTOPSY FINDINGS MANNEA Of ()E,qH DATE OF INJURY TIME OF INJURY INJURY AT WORK?
,u,ILABLE PRIOR 10 (MOOIh.,Oay, 'INr) 0#
COMPlETION OF CAUSE 0 0
QFDE,(f"H? N._ Homicide 07/07/03 ,/:30 p.. ....
.....0 No flZI Acc_ Illl Pending Jnvestiglltlon 0 .. .
0 o PlACE OF INJURY. At home, f.nn, stfHt, factory, otrIca ,."
Su_ Could not be determin..:t bulldlng.OIC_(Specily) -r~"IL
.... 21b. 21- ....
CERTIFIER (ChedI only one) StGNATU
-CERTIFYtHQ PHYStc:lAN (Physician certifying Cl1098 Of de81h when.nothel" phylician has pronounced dealh and complel9CIllem 23) 0
To the"... of my know1ectglt, death occu~duetotheQVel8(').ndm.n".,.._tecI.,..".,..,..,.............,..,."."......,.".,..,.
-PRONOUNCING AND CERTIFYINQ PHYSICIA.N (Phyadan both pronouncing deaIh and certifying 10 cause of death) 0
To the best of my knowtedge, de.th occurred at the time, d.te, end piKe, .nd due to 1h8 ~uee(').ncI menner.. Itllted...., , , , ., ,....." .. , , , " ,
-MEDICAL EXAMINERlCOAONER
On the ~"8 of examination end/or InY.lltlgatlon,ln my opinion, death occurred.t the IIm8, d.te, .nd place, end due to the cau.e(l) and
mannernst8ted....,..,...........,.........,........,...,.,......,...,...,...,...,.",...,............,........ ,
31..
REGISTRAR'S SIGNATURE AND NU E f:\. ~~~~ ~'I~\IOI
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LAST WILL AND TESTAMENT OF
KENNETH E. LINE
I, Kenneth E. Line, of West Pennsboro Township, Cumberland
County, Pennsylvania, declare this to be my Last Will and
Testament and revoke all Wills and Codicils previously made by
me.
ITEM I: I direct that my legally enforceable debts and
funeral expenses, together with the expenses of the
administration of my estate, including any state, federal or
other death taxes payable because of my death, shall be paid from
my residuary estate as soon as practicable after my decease, as a
part of the expense of the administration of my estate.
ITEM II: I bequeath the sum of Five Thousand ($5,000.00)
Dollars to each of my grandchildren who shall survive me by
thirty (30) days.
ITEM III: I devisee and bequeath the rest, residue and
remainder of my estate of every nature and wherever situate as
follows:
A. Seventy-five (75%) percent thereof unto my
daughter, April Lea Line-Weber, provided she shall survive me by
thirty (30) days. Should my said daughter predecease me or die
on or before the thirtieth day following my death, her share
shall be distributed, one-half unto her husband, Daniel E. Weber,
provided he shall survive me by thirty (30) days, and the
remaining one-half of such seventy-five (75%) percent share, or
the entire seventy-five (75%) percent share should Daniel E.
Weber also fail to survive me by thirty days, unto my said
daughter's issue, per stirpes, living on the thirty-first day
following my death. In default of such then living issue, such
share shall be added to the share for my son as set forth in
Paragraph B of this Item III.
B. Twenty-five (25%) percent thereof unto my son,
Kenneth E. Line, Jr. , provided he shall survive me by thirty (30)
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days. Should my said son die on or before the thirtieth day
following my death, his share shall be distributed to his issue,
per stirpes, living on the thirty-first day following my death.
In default of such then living issue such share shall be added to
the share for my daughter set forth in Paragraph A of this
Item III.
ITEM IV: I appoint my daughter, April Lea Line-Weber and my
son-in-law, Daniel E. Weber, or either of them, guardian of any
property which passes, either under this Will or otherwise, to a
minor and with respect to which I am authorized to appoint a
guardian and have not otherwise specifically done so. I direct
that my guardian shall deposit such sum in an interest bearing
bank account or certificate of deposit for each minor beneficiary
until such minor beneficiary shall attain his or her 18th
birthday. No distributions of principal or interest shall be
made by my said guardian without prior authorization by Order of
Court.
ITEM V: I appoint my daughter, April Lea Line-Weber,
Executrix of this my last Will and Testament. Should my said
daughter fail to qualify or cease to act as Executrix, I appoint
my said daughter's husband, Daniel E. Weber, Executor of this my
last Will and Testament.
ITEM VI: I direct that all fiduciaries acting under this
Will, whether or not named herein, shall not be required to give
bond for the faithful performance of their duties in any
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal,
this (jfJ day of July, 2001.
;:du'Z<-€N ? J~ [SEAL]
. Kenneth E. Line
The preceding instrument, consisting of two (2 ) other
typewritten pages, identified by the signature of the Testator,
was on the date thereof, signed, published and declared by
Kenneth E. Line, the Testator therein named, as and for his last
Will, in the presence of us, who, at his request, in his presence
and in the presence of each other, have subscribed our names as
witnesses hereto.
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COMMONWEALTH OF PENNSYLVANIA :
: SS
COUNTY OF CUMBERLAND :
We, Kenneth E. Line, Dale F. Shughart, Jr. and Cynthia A.
Mentzer, the Testator and the witnesses, respectively, whose
names are signed to the foregoing instrument, being first duly
sworn, do hereby declare to the undersigned authority that the
Testator signed and executed the instrument as his last Will and
that he had signed willingly, and that he executed it as his free
and voluntary act for the purposes therein expressed, and that
each of the witnesses, in the presence and hearing of the
Testator, signed the Will as witness and that to the best of
his/her knowledge the Testator was at that time eighteen years of
age or older, of sound mind and under no constraint or undue
influence.
):h~~~~~
~ Testator
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Subscribed, sworn to and acknowledged before me by
Kenneth E. Line, the Testator, and subscribed and sworn to before
me by Dale F. Shughart, Jr. and Cynthia A. Mentzer, witnesses,
this ..;?~ day of July, 200l.
~X~ tt~
Not ary(fubli c
BONNIE L":~":YPU8l.1C
BORO 0' CARUIU. CUMBERLAND COUNT\'
MY COMMISSION EXPfAES OCTOBER 17 2002
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r II
DATE: August 11,2003
ESTATE NO.: 21-03-584
I DATE OF DEATH: July 7, 2003
IN THE ESTATE OF KENNETH E. LINE
CLAIM AGAINST DECEDENT'S ESTATE
The Claimant certifies that there is due and owing by Kenneth E. Line, deceased, the sum
of $7,577.24.
On behalf of the claimant, I do declare and affirm under the penalties of perjury that the
information and representations made herein",; true and correct to thed. knowledge,
information and belief. A~ (I
7' I -
O'Brien, Baric & Scherer David A. Baric, Esquire
17 West South Street for Claimant,
Carlisle, Pennsylvania 17013 O'Brien, Baric & Scherer
(717) 249-6873 17 West South Street
Carlisle, Pennsylvania 17013
(717) 249-6873
CERTIFICATE OF SERVICE
I hereby certify that on August 11,2003, I, David A. Baric, Esquire of O'Brien, Baric &
Scherer, did serve a copy of the Claim Against Decedent's Estate, by first class U.S. mail, postage
I
prepaid, to the party listed below, as follows:
Kathy Morrow, Esquire
P.O. Box 250
New Bloomfield, Pennsylvania 17068
/Jw;JJ: f1
David A. Baric, Esquire
dab.dir/estates/kenIine/estate.c1m
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CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: Kenneth E. Line
Date of Death: July 7, 2003
File No. 2003-00584
PA File No. 2103-0584
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
August I, 2003.
NAME ADDRESS
April Lea Line-Weber 176 Evergreen Road
ShermansDale, PA 17090
Kenneth E. Line, Jr. 135 W. Main Street, Apt. 1
P.O. Box 235
New Bloomfield, PA 17068
Logan P. Line %Kenneth E. Line, Jr.
135 W. Main Street, Apt. 1
P.O. Box 235
New Bloomfield, PA 17068
Caleb W. Line %Kenneth E. Line, Jr.
135 W. Main Street, Apt. 1
P.O. Box 235
New Bloomfield, PA 17068
Brooke S. Weber %April Lea Line-Weber
176 Evergreen Road
ShermansDale, PA 1;''.'~^9 0 d
v.,-
Camen B. J. Weber %April Lea Line-Weoer
176 Evergreen Road
ShermansDale, PA 17090 --'
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Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
N/A
DATE: rf Jw/03 ~
K th , Esq.
P.O. ox 250
217 S. Carlisle Street
New Bloomfield, PA 17068
Telephone: 717-582-7313
Capacity: Personal Representative
__X__Counsel for Personal Representative
II
INRE: IN THE COURT OF COMMON PLEAS OF
ESTATE OF CUMBERLAND COUNTY, PENNSYLVANIA
KENNETH E. LINE ORPHANS COURT DIVISION
ESTATE NO. 21-03-584
PRAECIPE TO MARK SATISFIED
TO THE REGISTER OF WILLS:
Kindly mark the estate claim filed in above-captioned estate as having been satisfied.
Respectfully submitted,
r::;;icZ
Date: II /; tJ /11 3 David A. Baric, Esquire
J.D. # 44853
17 West South Street
. {o Carlisle, Pennsylvania 17013
(717) 249-6873
I
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I CERTIFICATE OF SERVICE
I hereby certify that on November / ~ ,2003, I, David A. Baric, Esquire of O'Brien, Baric
& Scherer, did serve a copy of the Praecipe To Satisfy, by first class U.S. mail, postage prepaid, to
the parties listed below, as follows:
Kathy Morrow, Esquire
P.O. Box 250
New Bloomfield, Pennsylvania 17068
Robert Frey, Esquire
Frey & Tiley
5 South Hanover Street
C~liSle,pe~~ / d.
David A. Baric, Esquire
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DqJ[>ARTMENT 280601
HARRiSBuRG, PA 17128-0601
Telephone
May 4, 2004 '04 jVIAY -7 F)'; :('4 (717) 787-3930
FAX (717) 772-0412
Law Office of l,'.
Kathy A. Morrow C\T:,~
217 S. Carlisle Street
P.O. BOX 250
New Bloomfield, PA 18066
Re: Estate of Kenneth E. Line
File Number 2103-0584
Dear Sir/Madam:
This is in response to your request for an extension of time to file the Inheritance Tax Return for
the above estate.
In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for
filing the return is extended for an additional period of six months. This extension will avoid the
imposition of a penalty for failure to make a timely return. However, it does not prevent interest from
accruing on any tax remaining unpaid after the delinquent date.
The return must be filed with the Register of Wills on or before 10/07/04. Because Section 2136
(d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be
granted that would exceed the maximum time permitted.
SinC~-) /./
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l._~j~,t::/C-L~"tl;~di; Maff;i{~)rvisor
Document ProceSsing Unit
Inheritance Tax Division
COMMONWEALTH OF PENNSYLVANIA REV,l162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
PENNSYL VANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 004477
LINE-WEBER APRIL LEA
176 EVERGREEN RD
SHERMANSDALE, PA 17090
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
uu____ fold ---------- --------
101 I $41,070.48
ESTATE INFORMATION: SSN: 167-40-0082 I
FILE NUMBER: 2103-0584 I
DECEDENT NAME: LINE KENNETH E I
DATE OF PAYMENT: 10/07/2004 I
POSTMARK DATE: 10/07/2004 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 07/07/2003 I
I
TOTAL AMOUNT PAID: $41,070.48
REMARKS: APRIL L LINE-WEBER
CHECK#146
INITIALS: SK
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
N ~. REGISTER OF WILLS
REGISTER OF WILLS
~
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PENNSYLVANIA
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER
DEPT. 280601
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 -03 0584
COUiirYCOiiE -YEAR- - - iiiii'8ER- -
DECEDENrS NAME (LAST, FIRST, AND MIDDlE INITIAL) SOCIAL SECURITY NUMBER
... 8
z UNE KENNETH E.. 1 6 7 - 4 0-0 0 2
W DATE OF DEATH (MM-OO-Year) THIS RETURN MUST BE FIlED IN DUPlICATE WITH THE
C
W 07 07 2003 10 09 1947 REGISTER OF WILLS
0
W OF APPUCABLE} SURVIVING SPOUSE'S NAME (LAST, ARST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
C
- -
w 1XJ 1. Original Return D 2. Supplemental Return D 3. Remainder Return (dale ofdealh prior>> 12,13-82)
...
:.:: :5<<1 D 4. Limited Estate D 4a. Future Interest Compromise (daleofdealhaller12-.12-ll2) D 5. Federal Estate Tax Return Required
00::::.::
wa..o
xOo 1XJ 6. Decedent Died Testate (AIIach ClJIIY ofM) D 7. Decedent Maintained a Living Trust (Attach copy of Trust) 1.. 8. Total Number of Safe Deposit Boxes
00:::..1
a.. III
a.. D 9. Litigation Proceeds Received D 10. Spousal Poverty Credit {dale of deaIh belloIeen 12-31-91 and 1-1-95} D 11. EIectkin to tax under Sec. 9113(A) (AlIach Sell 0)
c(
... 1'fIISSEC110NMUST BE COMPLETED. ALL CORRESPONDENCE AND CONFII:SEHttALtA)tINFORMAtlOtf SHOUl..o BEDIRECTEo TO:
z NAME COMPlETE MAIUNG ADDRESS
w
j CHARLES F. CHENOT III E P.O. BOX 250
0 FIRM NAME (If Applicable)
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0::: TELEPHONE NUMBER
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0 717-582-7313 NEW BLOOMAELD PA 17068
181,430.50 OFFICIAL USE ONLY
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2) 0G
d I
3. Closely Held Corporation, Partnership or SoIe-Proprietorship (3) ~." (I ~ I
1 ..:: .j:::,. i
i
4. Mor1gages & Notes Receivable (Schedule D) (4) i
= !
815,451.86 C"'J i
5. Cash, Bank Deposils & Miscellaneous Personal Property (5) -,--j-
(Schedule E) I i
Z -.J i
0 6. Jointly Owned Property (Schedule F) (6) 5,536.40
t= D Separate Billing Requested -0 i
\.... ) i
:5 i
r',) e......__ I
::) 7. Inter-VIVOS Tran~ & Miscellaneous Non-Probate Property (7) Cl i
... (Schedule G or L)
0: 1,002,418.76
<C 8. Total Gross Assets (total Lines 1-7) (8)
0 21,373.31
w 9. Funeral Expenses & Administrative Costs (Schedule H) (9)
a::
10. Debts of Decedent, Mortgage LiabHities. & Liens (Schedule I) (10) 68,368.11
11. Total Deductions (total Lines 9 & 10) (11) 89,741.42
12. Net Value of Estate (Line 8 minus Line 11) (12) 912,677 .34
13. Charitable and Governmental BequeslslSec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 912,677.34
SEE INSTRUCTIONS ON REVERSE SlOE FOR APPLICABLE RATES
Z 15. Amount of Line 14 taxable at the spousal tax
0 rate, or transfers under Sec. 9116 (a)(1.2) X _(15)
E 16. Amount of Line 14 taxable at lineal rate 912,677.34 X .045 (16) 41,070.48
::;:)
Q. 17. Amount of Line 14 taxable at sibling rate X .12 (17)
:IE
0 18. Amount of Line 14 taxable at collateral rate X .15 (18)
0
~ 19. Tax Due (19) 41,070.48
20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
.
.,.
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STREET ADDRESS
621 Greason Road
CITY I STATE I ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19) (1) 41,070.48
2. CreditsJPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits ( A + B + C) (2)
3. InterestlPenalty if applicable
D. Interest
E. Penalty
TotallnterestlPenalty (D + E) (3)
4. If Une 2 is greater than Une 1 +Une 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Une 1 + Une 3 is greater than Une 2, enter the difference. This is the TAX DUE. (5) 41,070.48
A. Enter the interest on the tax due. (5A)
B. Enter the total of Une 5 + 5A. This is the BALANCE DUE. (5B) 41,070.48
Make Check Payable 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; ........................................................................... 0 00
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 00
c. retain a reversionary interest; or ...................................................................................................... 0 00
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 00
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?............................ ........................................ ........ .................. 0 00
3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....... ....... ................... ........... ..................... ...... ......... ...... .... ............. 0 00
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE rrAS PART OF THE RETURN.
Under penalties of perjury, I declae that I have examined this return, including ~ying schedules ald slalemen1s. ald "the best of my ~ ald belief. ~ is true, correct ald COO1pIele.
IlecIlr.Ition of prepaer other thlll the peISOIlaI representative is based on all infonn;iion of which preparer has lilY knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
~~.~n- ~~-~~ \D -- O'l - Dz...\.
ADDRESS 876 Bower Road
ShermansDale PA 17090
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
~f. ~ .~ \olf7jclf-
, ~
ADDRESS P.O. Box 250 ' ,
New Bloomfield PA 17068
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 exemot 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-ooe 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 oftransfers to or for the use of the decedenfs lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116{1.2) [72 P.S. ~9116(a){1)).
The tax rate imoosed on the net value of transfers to or for the use of the decedent's siblinos is 12% 172 P.S. &9116Ia\11.3\1. A siblino is defined. under Section 9102. as an
~ Register of Wills of Cumberland County
. .
: .
'"
STATUS REPORT UNDER RULE 6.12
Name ofDecedent: -.V, e riA f't h -t:.. . L; f'\Z
Date of Death: I-I' C:><..
Estate No.: d I ()<- (').c:.~4 / c90l\s~ cXJSS4
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 adminis1ration of the estate is complete:
Yes 0 No c&
2. If the answer is No, state when the pers
the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a iinaJ account with the Court?
Yes 0 No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes 0 No 0
c. Copies of receipts, releases,joinders and approval offorma1 or infonnal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date: 1> ~.9 gf)~ ~'C~ ~I-~' - L{~. L-f "----
ignature
--er
Name
N~ * ?S'1l.{i ~(' fZA. OJ ~< I~CLk
Address ~CL J16"ie,
('~ bXrO-X~;J,
Telephone No.
Capacity: 5Z! Personal Representative
o Counsel for personal representative
n
(It{
I) Register of Wills of Cumberland County
: ~
: .
'"
STATUS REPORT UNllER RULE 6.12
Name of Decedent: ~ " (\(\ f-:t h E. L " n.--€-
Date of Death: 'l-i- C:>~
Estate No.: d I D'2... C)c.'g,~ / ~C5D3- cOS '84-
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes 0 No ~
2. If the answer is No, state when the perso~epresentative reasonably believes that
the administration will be complete: p("-e ()'\bp.r ):j(""~
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 0 No 0
b. The separate Orphans' Com 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 0 No 0
c. Copies of receipts, releases,joinders and approval offormal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date:~ ~~ ~1--lI.d - \..(~/l ~
ignature
~f-\ LL.-' ',r)p_l()e.h-ef
Name
NV2> * :g11le ~(' ~ LJ CSbemmK ~CA-LL
Address l:>CL 116~D
.,.~
b8~-gLDa..,
Telephone No.
Capacity: !Sa Personal Representative
o Counsel for personal representative
r:
(1&\
, ~
~ ----
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, ~ ~~~r9"",\.''':'''',~',~,_"_"",~"",",___,,,,,,,!,,,,.~.."... --'<."--"-,,---:',,_4 #~_.-..'
I ''".' ~
I
I LAST WILL AND TESTAMENT OF
I KENNETH E. LINE
21 - 03- !58!J.
I, Kenneth E. Line, of West Pennsboro Township, Cumberland
County, Pennsylvania, declare this to be my Last Will and
Testament and revoke all Wills and Codicils previously made by
me.
ITEM I: I direct that my legally enforceable debts and
funeral expenses, together with the expenses of the
administration of my estate, including any state, federal or
other death taxes payable because of my death, sharI be paid from
my residuary estate as soon as practicable after my decease, as a
part of the expense of the administration of my estate.
ITEM II: I bequeath the sum of Five Thousand ($5,000.00)
Dollars to each of my grandchildren who shall survive me by
thirty (30) days.
ITEM III: I devisee and bequeath the rest, residue and
remainder of my estate of every nature and wherever situate as
follows:
A. Seventy-five (75%) percent thereof unto my
daughter, April Lea Line-Weber, provided she shall survive me by
thirty (30) days. Should my said daughter predecease me or die
on or before the thirtieth day following my death, her share
shall be distributed, one-half unto her husband, Daniel E. Weber,
provided he shall survive me by thirty (30) days, and the
remaining one-half of such seventy-five (75%) percent share, or
the entire seventy-five (75%) percent share should Daniel E.
Weber also fail to survive me by thirty days, unto my said
daughter's issue, per stirpes, living on the thirty-first day
following my death. In default of such then living issue, such
share shall be added to the share for my son as set forth in
P~ragraph B of this Item III.
B. Twenty-five (25%) percent thereof unto my son,
Kenneth E. Line, Jr. , provided he shall survive me by thirty (30)
b~z. ~.
..
,
~
~:;, _L_.._~_~I(Il*":l:.H~~{~" .~ ~', r~. 11 H.. .fHl,..,i.__~_' ,,,?r:-.-~~J,L!,!!,:'~~~1i~~:..<.1_';"llh;~'...~...........,.:....S;M..;.....-<_""~...'.;~..~.,"'" "~'.7i>',,"'l-,',.k4~,'_'.._~..
days. Should my said son die on or-before the thirtieth day
following my death, his share shall be distributed to his issue,
per stirpes, living on the thirty-first day following my death.
In default of such then living issue such share shall be added to
the share for my daughter set forth in Paragraph A of this
Item III.
ITEM IV: I appoint my daughter, April Lea Line-Weber and my
son-in-law, Daniel E. Weber, or either of them, guardian of any
property which passes, either under this Will or otherwise, to a
minor and with respect to which I am authorized to appoint a
guardian and have not otherwise specifically done so. I direct
that my guardian shall deposit such sum in an interest bearing
bank account or certificate of deposit for each minor beneficiary
until such minor beneficiary shall attain his or her 18th
birthday. No distributions of principal or interest shall be
made by my said guardian without prior authorization by Order of
Court.
ITEM V: I appoint my daughter, April Lea Line-Weber,
Executrix of this my last Will and Testament. Should my said
daughter fail to qualify or cease to act as Executrix, I appoint
my said daughter's husband, Daniel E. Weber, Executor of this my
last Will and Testament.
ITEM VI: I direct that all fiduciaries acting under this
Will, whether or not named herein, shall not be required to give
bond for the faithful performance of their duties in any
jurisdiction,.
IN WITNESS WHEREOF, I have hereunto set my hand and seal,
this /.).fJ day of July, 200l.
h'Z~N ?--L [SEAL]
. Kenneth E. Line
,
,
~~__A,If{~~~~_Jl.' ,', la~ "~ ."k-~,~"..... .,.L..","",~~~~. .
. ,- - , __.d '" '. - ..-.., ':",~__-i~~~~-',._~ ?'-~-"" _~ -U~"'T ... _"'::_.<u:o:',,,"_,.:,:~;_,~}~~-~~~~~_~;,,,,:""'-''::''':'.~_\;:-'~.'''.'' ''','
' ~ " 'MT"!I v~~",.It~,
The preceding instrument, consisting of two (2)' other
typewritten pages, identified by the signature of the Testator,
was on the date thereof, signed, published and declared by
Kenneth E. Line, the Testator therein named, as and for his last
Will, in the presence of us, who, at his request, in his presence
and in the presence of each other, have subscribed our names as
witnesses hereto.
"""-'.
.\~l~ a-~
i I
,i .J
~ -_____.,._.. __.u
-- -----~---_.._------_.-
,
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND :
We, Kenneth E. Line, Dale F. Shughart, Jr. and Cynthia A.
Mentzer, the Testator and the witnesses, respectively, whose
names are signed to the foregoing instrument, being first duly
sworn, do hereby declare to the undersigned authority that the
Testator signed and executed the instrument as his last Will and
that he,ha~....i...,!3igned willingly I and that he exe:s:ute.9;.:o:l.t_a.~,hi~~',free
",.....:.-- .-~~;...;-;":-. ;.-be..... -""""""F';~~.l't"'";"" '..' .' '. '.' . -. -'_'" _ .....:...~~-'...'-' ..~'i1;'.,.. ...._,;._!~' '. .'. .;.t;,;..-,.". i
-..-~.iw..';.:.;~.'.7..:'...'_.'.~..".';.'._~:'..-:."'. d......~. v...O.....l..~..... '...'""i:l:p. t._.,for...:the. pu...rp. oses.therein..eJtP...._....;r..-.es.,s.e.... q..''=--...-...:..~..n.....dt......h.._.-. c:&:._.t.-'~....."::.--
",,~~~,,*,~~~{. ~_ '......,_u. "._. .. '.,,~....,,~ __''<_._''"'''''';"''.~._...,~~_~_.
. ..~;f;~;';~~.e.a~h:~;o.f.,.,.the~wi EneSEJeS, in the presence and hearing of.'t:be . ,.."..."" ..
. r,~ .__,'
''i'" Testator, signed the Will as witness and that to the best of
his/her knowledge the Testator was at that time eighteen years of
age or older, of sound mind and under no constraint or undue
influence.
/dz/Z~ g '-~
~ Testator
~~W' ~
~ nes
~ Q-Yi~
I Witness
v
. .., --.- -~-' SU!?scr:i:bed, ,~!:lwC:>:I;:'?:_tc:>_ u,~.~C! .3.~lcI'l,Cl~ 1 e:c:ige:~_E.~~~E~,~~B~__.___
Ke~7.E1.-IJf~e/-'-theTestator, and sUbscribed and sworn to before
me by Dale F. Shughart, Jr. and Cynthia A. Mentzer, witnesses,
this ~~ day of July, 2001.
~X~ tt-J
Not ary(fubli c
NOTAIUAL HAL
BONNIE L. COVU. NOTARY PU81.IC
BORO 0,. CAAUSLE, CUMllDtLANo COUNT'/'
WY~EXPIRQOCTo8ER 17 2002
~.;:" .
-' .--~,.. .. .r.........,. -';;":1;-"""',- .
',', ,"!. ":c. -":;:.'~~-' ,.- ..."'.,...... :~:-,:.
- ""!:~tj:~~-~~;: -~-~~~~1~i~.: ~'-,-.
, - SCHEDULE A
. REAL ESTATE
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
10 o E
ESTATE OF FILE NUMBER
LINE KENNETH E. 21 03 0584
All real property owned solely or as a tenant In common must be I8pOrted at fair market value. Fair marltet value is defined as the price at which property would be exchanged
between a willing buyer and a wining seller. neither being compelled to buy or sell, both having reasonable knowledge of the relevant facIs, Real property which is jointJy-owned with right of
survivofshlD must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Situate at 621 Greason Road, Car1isle, Cumber1and County, Pennsylvania 156,880.50
Tax Parcel #46-Q8-0583-Q19A
Cumberland County Deed Book 0025Z Page 00490
2. TImeshare-Great Vacations Resort-situate in Derry Township, Dauphin County, PA 750.00
Parcel #A104 Dauphin County County Book 3106 Page 093
Owned as tenants in oommon with Barbara S. Barkett Value $1500
3. Hunting cabin situate in Potter County, Pennsylvania 23,800.00
Bequest from Estate of Hewitt E. Une-Estate No. 2101-Q838
Potter County Deed Book 289 Page 668
TOTAL (Also enteron line 1, Recapitulation) $ 181 430.50
(If more space is needed, insert additional sheets of the same size)
Detailed Results for Parcel 46-08-0583-019A in the 2000 Tax Assessment Database
l>istrictNo 46
Parcel_I>> 46-08-0583-019A
MapSuffix
HouseNo 621
Direction
..--- ~
Street GREASON ROAD
Ownerl LINE, KENNETH E J~ ~
Owner2
PropType A
PropDesc SR 3021
Liv Area 1196 -W 2000
CurLandVaI 68140
CurImpVaI 81270 --
CurTotVal 149410 ----
CurPrefV al
Acreage 11.86
CIGmStat
TaxEx 1
SaleAmt 1
SaleMo 09
SaleDa 24
SaleCe 19
SaleYr 76
DeedBkPage 0025Z-00490
YearBlt 1800
HF_File_Date
HF _Approval_Status
, - SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
LINE KENNETH E. 21 03 0584
Include the proceeds of Iiligation 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. Duke Energy Retirement Savings Plan 227,913.50
2. Distribution of Bequest from Estate of Hewitt E. Une-Received 9/9/04 171,n9.92
3. Distribution of Specific Bequest from Estate of Hewitt E. Une-Received 9/9/04 5,000.00
4. Executor Fee received from the Estate of Hewitt E. Une-Received 12/12/03 17,607.50
5. 1999 Ford Expedition-See Attached Appraisal 14,000.00
6. 1995 Ford F260 Pickup-See Attached Appraisal 3,500.00
7. 2003 Ford F250 Pickup-See Attached Appraisal 29,000.00
8. Shop Tools-See Attached Appraisal 1,550.00
9. Household Items-See Attached Appraisal 1,150.00
10. M & T Bank-checking Acct. #55727883 5,621.67
11. Scudder Technology Fund-Acct. #1-486938421 5,382.61
12. Scudder Technology Fund-Acct. #201-513746713 2,338.93
13. Scudder Gateway Plus-Acct. #CB10022541 136,787.15
14. Scudcler Wealthmark ML3-Acct. #55102509 181,619.59
15. HD Vest Brokerage Acct.-Acct. #APW-D88242 95.85
16. Contents of Cabin in Potter County, PA 200.00
Bequest from Estate of Hewitt Une
TOTAL (Also enter on line 5, Recapitulation) $ 815.451.86
(If more space is needed, insert additional sheets of the same size)
LINE, KENNETH E. 21 03 0584
PaQe 1
Schedule E - Cash, Bank Deposits, & Misc. Personal Property
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
17. Verizon Refund 12.58
18. Tetro Federal Credit Union 4,926.57
19. Arctic Cat AlV-SoId to 3rd Party 3,701.99
20. 2003 Federal Income Tax Refund 3,264.00
SUBTOTAL SCHEDULE E 11,905.14
GRAND TOTAL SCHEDULE E $ 815,451.86
. 1([ingJs .9luctionsJ Inc. 5luctioneer ana Certifiea 5lppraiser
6334 'Waggoner's yap'R"paa Phone # 717-789-3883
Lanais6urg, Pa. 17040 Ya;r. # 717-789-4226
Appraisal Report
Kenneth E. Line Estate
621 Greason Road
Carlisle, PA 17013
Prepared by:
V. Art Kling,
Kling's Auctions, Inc.
6334 Wag goners Gap Rd.,
Landisburg, P A 17040
PA Lie. AU-OOOSOO-L
Office: 717 789-3883
graauate of Certijiea !4ppraisers guild of !America
. Penna. Licensetf and r.Bonaea !4uctioneer
-A-
.
, 1(fingJs 5tuctions, Inc.
.9Luctioneer ana Certifiea .9Lppraiser
6334 WaggonerJs yap !!?,paa pfione # 717-789-3883
Lanais6urgJ Pa. 17040 ~a:( # 717-789-4226
Surnrnary
On December 30th, 2003, I personally inspected the Personal Property of Kenneth E. Line
at 621 Greason Road, Carlisle, P A 17013
~1~: The appraisal was made at the request of the client,
Purpose of To determine the value for the client's information.
App...i-I:
Med10d of The method of valuation is Fair Market Value.
Valuation:
])plinitinn of The most probable price which personal property should bring
in a competitive and open market under all conditions
Fair Market Value: requisite to a fair sale, the buyer and seller each acting prudently and
knowledgeably, and assuming the price is not affected by undue stimulus.
Implicit in this definition is the consummation of a sale as of a specified date
and the passing of title from seller to buyer under conditions whereby:
1.) Buyer and Seller are typically motivated;
2.) Both parties are well informed or well
advised, and acting in what they consider their best
interests;
3.) A reasonable time is allowed for exposure in the open
market;
4.) Payment is made in terms of cash in United States dollars
or in terms of financial arrangements comparable thereto;
and
5.) the price represents the normal consideration for the
property sold unaffected by special or creative financing or
sales concessions granted by anyone associated with the
sale.
Factors AffPJf"Ji,.f Value
Condition
Personal Property prices will dramatically fluctuate, based on condition of the merchandise, and the
timing of the proposed marketing.
Marketability
The Tools & Vehicles are the type and price range for which there is a good and consistent market in
the Central Pat area, household items in this case, have limited marketability.
-B-
1(fingJs .9l.uctions, Inc. Ytuctioneer ana Certifiea Ytppraiser
6334 'Waggoner's (jap 2{oaa P/ione # 717-789-3883
Lanais6urg, Pa. 17040 :Ja~ # 717-789-4226
CnnditiorJs of Appqisal
The value stated in this Appraisal Report is based on the best judgement of the appraiser given the
facts and conditions available at the date of the valuation.
.
Any additional research or testimony required by the client or the court will be billed at the current
rates.
All valuations within this report are based upon the experience of V. Arthur Kling, as a licensed
Auctioneer, whose services were requested by the client, recognizing data used from frequent
marketing in the form of Public Auctions, as updated sources of information.
V. Arthur Kling has conducted in excess of 500 auctions in last fifteen years (to use a particular time
frame) marketing personal property, machinery, livestock, as well as many types of real estate and
vehicles at public auction.
Cdti~ of Rqxxt
Neither V. Art Kling, Kling's Auctions, Inc., nor any of its employees have any present or future interest
in the subject property. However, at such time as this property or merchandise is available for auction,
Kling's Auctions, Inc. would like to be considered to conduct the auction, providing the complete listing
in this appraisal is to be offered for public auction.
V. Art Kling of Kling's Auctions, Inc. has successfully completed the appraisal certification program
with the Certified Appraisers Guild of America. This report was prepared in accordance with the
Standards and Practices of the Certified Appraisers Guild of America. V. Art Kling has personally
examined the subject property. The statements of fact contained in this report are true and correct
to the best knowledge and belief of the appraiser.
V. Art Kling has experience as a personal property, real estate,livestock and farm machinery
Auctioneer and Appraiser since 1965 and has conducted regular public sales since that time.
The bus incorporated in January, 1988 - establishing Kling's Auctions, Inc.
I
Disclos~ of the contents of the Report is governed by the Standards and Practices of the Certified Appraisers Guild of America,
and is in compliance with the named organization
-c-
1(jingJs !Jl.uctionsj Inc. J'luctioneer ana Certifiea J'lppraiser
6334 Waggoner's (jap 'l?pad Phone # 717-789-3883
Landis6urg, Pa. 17040 J'a{ # 717-789-4226
APPRAlSAL - KENNETH E. LINE )SlATE
~
1999 Ford Expedition - 45,930 miles , $ 14,000.00
1995 Ford F250 Pickup, 4x4 - 110.000 miles 3.500.00
2003 Ford F250 Pickup, Extended Cab. Diesel- 9.000 miles 29.000.00
TOTAL~ S 46,500.00
SHOP TOO~
Radial Arm Saw $ 100.00
Portable Air Compressor 50.00
Belt Sander 50.00
(2) Craftsman Tool Boxes 100.00
Bench Grinder 25.00
Stationary Air Compressor 150.00
Band Saw 75.00
Cut off Saw 40.00
Floor Jack 25.00
Sand Blaster 75.00
Acetylen,e Torch 100.00
Table Saw 75.00
Ele. Welder 75.00
Drill Press 90.00
Roto- Tiller 60.00
Page 1 of 2
1(fingJs JluctionsJ Inc. Jluctioneer ana Certifiea Jlppraiser
6334 Waggoner's yap 1?,.paa P/ione # 717-789-3883
Landis6urg, Pa. 17040 7'al( # 717-789-4226
APPRAISAL - KENNETH E. LINE ~ATE
SHOP TOO~ CONTINUED
Plywood & Building Materials c 50.00
Desk & Chair 10.00
Air Tools 100.00
Woods Rotary Mower 200.00
Snowmobile Trailer 100.00
TOTAL SHOP TOOLS $ 1,550.00
HOUSEHOLD J."fEMS
Kitchen: Refrigerator, Ele. Stove, Auto Dishwasher, Microwave,
Table & Chairs, Assorted Dishes, Pots & Pans $ 400.00
Living Room: (2) Piece Living Room Suite, Desk & Chair, Gun Cabinet,
and Assorted Pictures, Lamps, End Tables 300.00
Bed Rooms: Single Bed, Bookcase, (3) Piece Dark Pine Bedroom Suite,
Assorted Pictures & Lights 250.00
Washer & Dryer 200.00
TOTAL HOUSEHOLD ITEMS $ 1,150.00
TOTAL VEHICLES $ 46.soo.00
TOTAL SHOP TOOLS 1,550.00
TOTAL HOUSEHOlD ITEMS 1.150.00
GRAND TOTAL $ 49,200.00
Page 2 of 2
- SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
LINE. KENNETH E. 21 03 0584
If an asset was made joint within one year of the decedents date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. APRIL lEA liNE-WEBER 876 Bower Road Daughter
ShermansDale, PA 17090
B BARBARA BURKETT 71 Big Spring Terrace Friend
Newville, PA
c
JOINTLY -OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include n<De of financial institution lIld bank account number or nili' identifying number. AlIa:h DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 6/95 US Savings Bond-Series EE 70.80 50. 35.40
C523907826EE
2. A 9/95 US Savings Bond-Series EE 69.72 50. 34.86
C534467599EE
3. A 11/95 US Savings Bond-Series EE 68.92 50. 34.46
C542036060EE
4. A 8/94 US Savings Bond-Series EE 78.72 50. 39.36
C478100842EE
5. A 11/94 US Savings Bond-Series EE 75.04 50. 37.52
C502577404EE
6. A 1/95 US Savings Bond-Series EE 75.04 50. 37.52
C507353447EE
7. A 4/95 US Savings Bond-Series EE 73.88 50. 36.94
C519012084EE
8. A 10/93 US Savings Bond-Series EE 79.08 50. 39.54
C442658723EE
9. A 1/94 US Savings Bond-Series EE 78.40 50. 39.20
C452884727EE
10. A 3/94 US Savings Bond-Series EE 77.24 50. 38.62
C453613608EE
TOTAL (Also enter on line 6, Recapitulation) $ 5.536.40
(If more space is needed, insert additional sheets of the same size)
LINE, KENNETH E. 21 03 0584
Page 2
Schedule F-2 - Jolntly-Owned Property
LETTER DATE DESCRIPTION OF PROPERTY ""'OF DATE OF DEATH
ITEM FOR JOINT MADE Include I1lI'I1ll of Iinancili institution lI1d bank lECOUII! number or sin1ila- identifying number. AIlach DATE OF DEATH DEros VAlUE OF
NUIIlER TENANT JOINT deed b' jointIy-heId I8lIl eslaIe_ VAWE OF ASSET INTEREST DECEOENT'S INTEREST
11. A 6/94 US Savings Bond-Series EE 76.76 SO. 38.38
C455293487EE
12. A 3/93 US Savings Bond-Series EE 81.08 50. 40.54
C409698312EE
13. A 12/92 US Savings Bond-Series EE 93.04 50. 46.52
C393430851EE
14. A 5/93 US Savings Bond-Series EE 80.28 SO. 40.14
C409955494EE
15. A 8/93 US Savings Bond-Series EE 79.08 50. 39.54
C437554351EE
16. A 2/92 US Savings Bond-Series EE 95.84 SO. 47.92
C343051065EE
17. A 5/92 US Savings Bond-Series EE 95.84 SO. 47.92
C356305566EE
18. A 7/92 US Savings Bond-Series EE 95.84 SO. 47.92
C333870886EE
19. A 10/92 US Savings Bond-Series EE 93.04 50. 46.52
C370386991EE
20. A 4/91 US Savings Bond-Series EE 101.64 50. 50.82
C293908414EE
21. A 7/91 US Savings Bond-Series EE 101.64 50. SO.82
C303079025EE
22. A 9/91 US Savings Bond-Series EE 98.68 50. 49.34
C311n0223EE
23. A 12/91 US Savings Bond-Series EE 98.68 50. 49.34
C333827807EE
24. A 3/98 US Savings Bond-Series EE 64.24 SO. 32.12
C641622768EE
25. A 5/98 US Savings Bond-Series EE 63.08 50. 31.54
C644289979EE
SUBTOTAL SCHEDULE f-2 659.38
LINE, KENNETH E. 21 03 0584
PaQe 3
Schedule F-2 - Jointly-Owned Property
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include nane of fina1ciaI institution mil biI1k account number or similar identifying number. Atla:h DATE OF DEATH DECO'S VALUE OF
NtIIlER TENANT JOINT deed for joinUy-held real estate. VAWE OF ASSET INTEREST DECEDENT'S INTEREST
26. A 8/98 US Savings Bond-Series EE 62.12 50. 31.06
C652764139EE
27. A 10/98 US Savings Bond-Series EE 61.80 50. 30.90
C658036771EE
28. A 12/97 US Savings Bond-Series EE 64.76 50. 32.38
C634869083EE
29. A 10/97 US Savings Bond-Series EE 65.92 50. 32.96
C619218240EE
30. A 7/97 US Savings Bond-Series EE 66.48 50. 33.24
C612746917EE
31. A 5/97 US Savings Bond-Series EE 66.76 50. 33.38
C601528316EE
32. A 2/97 US Savings Bond-Series EE 64.80 50. 32.40
C596719414EE
33. A 12/96 US Savings Bond-Series EE 65.80 50. 32.90
C591051386EE
34. A 9/96 US Savings Bond-Series EE 66.32 50. 33.16
C578445766EE
35. A 7/96 US Savings Bond-Series EE 67.32 50. 33.66
C574396487EE
36. A 4/96 US Savings Bond-Series EE 67.88 50. 33.94
CS63925837EE
37. A 2/96 US Savings Bond-Series EE 67.88 50. 33.94
C555168715EE
38. A 7/90 US Savings Bond-Series EE 52.88 50. 26.44
L405885622EE
39. A 9/90 US Savings Bond-Series EE 51.84 50. 25.92
L405891644EE
40. A 11/90 C262974300EE 103.68 50. 51.84
US Savings Bond-Series EE
SUBTOTAL SCHEDULE F-2 498.12
LINE, KENNETH E. 21 03 0584
Page 4
Schedule F-2 - Jointly-Owned Property
LEITER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include nane of fina1Cial institution aid lIlIIk a::count number or sirnila- identifying number. AIIa:h DATE OF DEATH DECO'S VAlUE OF
NUMBER TENANT JOINT deed for jointIy-held real eslaIe_ VALUE OF ASSET INTEREST DECEDENT'S INTEREST
41. A 2/91 C282549590EE 101.64 50. 50.82
US Savings Bond-Series EE
42. A 2/90 L444766349EE 52.88 50. 26.44
US Savings Bond-Series EE
43. A 4/90 L446281894EE 52.88 50. 26.44
US Savings Bond-Series EE
44. A 5/90 L447399658EE 52.88 50. 26.44
US Savings Bond-Series EE
45. A 6/90 US Savings Bond-Series EE 52.88 50. 26.44
L 405882998EE
46. A 9/89 US Savings Bond-Series EE 53.94 50. 26.97
L424861251EE
47. A 11/89 US Savings Bond-Series EE 53.94 50. 26.97
L444725294EE
48. A 12/89 US Savings Bond-Series EE 53.94 50. 26.97
L444763602EE
49. A 1/90 US Savings Bond-Series EE 53.94 50. 26.97
L444765348EE
so. A 4/89 US Savings Bond-Series EE 55.02 50. 27.51
L423115961EE
51. A 6/89 US Savings Bond-Series EE 55.02 50. 27.51
L423117284EE
52. A 7/89 US Savings Bond-Series EE 55.02 50. 27.51
L423785510EE
53. A 08/89 U5 Savings Bond-Series EE 53.94 50. 26.97
L424859310EE
54. A 11/88 US Savings Bond-Series EE 56.12 50. 28.06
L393407369EE
55. A 1/89 US Savings Bond-Series EE 56.12 50. 28.06
L393291767EE
SUBTOTAL SCHEDULE F-2 430.08
1 ' ,
LINE, KENNETH E. 21 03 0584
. Page 5
Schedule F-2 - Jointly-Owned Property
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include nom! of firnn:ial institution and ba1k account number or similar identifying number. Attach DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT deed fur join1ly-held real estate. VALUE OF ASSET INTEREST DECEDENl'S INTEREST
56. A 2/89 US Savings Bond-Series EE 55.02 50. 27.51
L395121389EE
57. A 3/89 US Savings Bond-Series EE 55.02 50. 27.51
L395123806EE
58. A 6/88 US Savings Bond-Series EE 57.24 50. 28.62
L36n93797EE
59. A 8/88 US Savings Bond-Series EE 56.12 50. 28.06
L375041349EE
60. A 9/88 US Savings Bond-Series EE 56.12 50. 28.06
L375043597EE
61. A 10/88 US Savings Bond-Series EE 56.12 50. 28.06
L393405004EE
62. A 1/88 US Savings Bond-Series EE 58.38 50. 29.19
L361483675EE
63. A 3/88 US Savings Bond-Series EE 57.24 50. 28.62
L365537490EE
64. A 4/88 US Savings Bond-Series EE 57.24 50. 28.62
L365533479EE
65. A 5/88 US Savings Bond-Series EE 57.24 50. 28.62
L365534931EE
66. A 8/87 US Savings Bond-Series EE 58.60 50. 29.30
L325319613EE
67. A 10/87 US Savings Bond-Series EE 58.60 50. 29.30
L326113003EE
68. A 11/87 US Savings Bond-Series EE 58.38 50. 29.19
L360861744EE
69. A 12/87 US Savings Bond-Series EE 58.38 50. 29.19
L361452036EE
70. A 3/87 US Savings Bond-Series EE 60.32 50. 30.16
L31115n94EE
SUBTOTAL SCHEDULE f-2 430.01
I .
LINE, KENNETH E. 21 03 0584
PaQe 6
Schedule F-2 - Jointly-Owned Property
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include nana of financial institution lI1d bank account number or simila identifying number. AlIach DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT deed filr join1ly-held real eslale. VALUE OF ASSET INTEREST DECEDENrSINTEREST
71. A 5/87 US Savings Bond-Series EE 59.56 50. 29.78
L311193786EE
72. A 6/87 US Savings Bond-Series EE 59.56 50. 29.78
L321098876EE
73. A 7/87 US Savings Bond-Series EE 59.56 50. 29.78
L321100804EE
74. A 10/86 US Savings Bond-Series EE 67.56 50. 33.78
L290191534EE
75. A 1/87 US Savings Bond-Series EE 61.20 50. 30.60
L302796337EE
76. A 2/87 US Savings Bond-Series EE 60.32 50. 30.16
L305745382EE
n. A. 3/87 US Savings Bond-Series EE 60.32 50. 30.16
L311157795EE
78. A 4/86 US Savings Bond-Series EE 68.92 50. 34.46
L272128691EE
79. A 6/86 US Savings Bond-Series EE 68.92 50. 34.46
L276293542EE
80. A 8/86 US Savings Bond-Series EE 67.56 50. 33.78
L275759687EE
81. A 9/86 US Savings Bond-Series EE 67.56 50. 33.78
L290190576EE
82. A 6/85 US Savings Bond-Series EE 71.70 50. 35.85
L205760966EE
83. A 8/85 US Savings Bond-Series EE 70.30 50. 35.15
L213730698EE
84. A 11/85 US Savings Bond-Series EE 70.30 50. 35.15
L230755044EE
85. A 1/86 US Savings Bond-Series EE 70.30 50. 35.15
L254399622EE
SUBTOTAl. SCHEDULE F-2 491.82
I '
"
LINE, KENNETH E. 21 03 0584
. Page 7
Schedule F-2 - Jointly-Owned Property
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE InckIle rane of fil1ll1Cial institution and bank ~ number or simila- identifying number. AtIach DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT deed u jointly-held real eslaIe_ VAWE OF ASSET INTEREST DECEDENl'S INTEREST
86. A 7/84 US Savings Bond-Series EE 76.60 50. 38.30
1171464084EE
87. A 10/84 US Savings Bond-Series EE 75.44 50. 37.72
Ll90106141EE
88. A 1/85 US Savings Bond-Series EE 73.14 50. 36.57
1200281343EE
89. A 3/85 US Savings Bond-Series EE 71.96 50. 35.98
1205150103EE
90. B 10/12/98 1998 Yamaha AII-Terain Vehicle 2,510.00 50. 1,255.00
91. B 6/25/99 1985 FlWD Camper 2,500.00 50. 1,250.00
SUBTOTAL SCHEDULE F-2 2,653.57
GRAND TOTAL SCHEDULE F-2 $ 5,536.40
I '
. - SCHEDULE H
, COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
LINE. KENNETH E 21 03 0584
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Hoffman Roth Funeral Home 9,831.00
2. aergy 100.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Numbef1s) I EIN Number of Personal R&pIesenlative(s)
Street Address
City Slate Zip
YeaI(s) Convnission Paid:
2. AtDneyFees Kathy A. Morrow/Chartes F. Chenot, III 5,000.00
3. Family Exemption: (If decedenfs address is not the same as claimanfs. attach explanation)
CIainant
Street Address
City Slate Zip
Relationship of Claimant to Decedent
4. Probate Fees 269.00
5. AClXlUIlIanfs Fees
6. Tax Return Preparer's Fees to Stott & Stott 100.00
7. The Sentinel-Estate Notice 110.22
8. Cumberland law Journal-Estate Notice 75.00
9. 6 Short Certificates 18.00
10. Check Printing 8.05
11. Carlisle Memorial 605.00
12. MilM/1e Mutual Insurance-Residence 602.00
13. Kling's Auctions-Appraisal 200.00
14. PPL Gas Utilities-Hunting Camp 350.85
15. Allegheny Power-Hunting Camp Electric 112.42
16. PPL -Pole Barn Electric 109.26
17. PPL -Residence Electric 516.25
18. Verizon-Camp Phone 234.44
TOTAL (Also enter on line 9, Recapitulation) $ 21 373.31
(If more space is needed, insert additional sheets of the same size)
LINE, KENNETH E. 21 03 0584
. Page 8
Schedule H - Funeral Expenses & Administrative Costs - 87
ITEM
NUMBER DESCRIPTION AMOUNT
19. Ferd W. Irish-2004 Spring Taxes-<:amp 146.86
20. Ferd W. Irish-2004 Fall Taxes-<:amp 389.63
21. Deborah W. Piper-2004 School Taxes-Residence 1,788.83
22. Kough's Oil Service-Residence 333.50
23. Met Life-Insurance 473.00
SUBTOTAL SCHEDULE H-B7 3,131.82
I ' ,
,":'.'" - SCHEDULE I
COMMONWEAL TI-I OF PENNSYLVANIA DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
LINE. KENNETH E. 21 03 0584
Include unreimbul'1ed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1. M&T Bank 62,503.98
Home Equity loan-Acct. #00011595555001
2. PPl Gas Ublities-Hunting Camp 32.94
3. Allegheny Power-Electric-Hunting Camp 8.00
4. Verizon Wireless-<:ell Phone 447.07
5. Cardmember Service-Visa Payment 100.68
6. PPl-Pole Barn Electric 28.45
7. PPl-Residence-Electric 99.40
8. Verizon-Camp Phone 19.04
9. Sprint-Residence Phone 89.41
10. Comcast Cable 128.06
11. Gaines Garage-Police to to 4-Wheeler 75.00
12. Farmers Mutual-Rre Insurance-Camp 227.00
13. Ferd W. Irish-Fall Taxes-Camp 376.62
14. Capital Tax Collection Bureau-2003 1% Income Tax 313.78
15. Pa. Dept. of Revenue-2oo3 State InCDme Tax 117.00
TOTAL (Also enter on line 10, Recapitulation) $ 68.368.11
(If more space is needed, insert additional sheets of the same size)
.
L1~E, KENNETH E. 21 03 0584
PaQe 9
Schedule I - Debts of Decedent, Mortgage liabilities, & Liens
ITEM
NUMBER DESCRIPTION AMOUNT
16. Associated Cardiologists 78.00
17. Associated Cardiologists 361.10
18. Deborah W. Piper-Taxes-Residence 1,664.56
19. Deborah W. Piper-Taxes 33.n
20. Waste Management-Trash 135.05
21. Amerigas 46.81
22. Kough's Oil Service 490.11
23. Shipley Energy 129.95
24. Vacation Club & Resort 485.00
25. Deborah Piper-Taxes 3n.33
SUBTOTAL SCHEDULE I 3,801.68
GRAND TOTAL SCHEDULE I $ 68,368.11
I '
, , ,
.. SCHEDULE J
.
. BENEFICIARIES
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT I
.
ESTATE OF FILE NUMBER
I INi= 1<'1= "'NFTH F. ?1 m OfiRA.
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 pnclude outright spousal distributions. and transfers under
See. 9116 (a) (1.2)]
1. April Lea Une-Weber Daughter 75% Residue
876 Bower Road
ShermansDale, PA 17090
2. Kenneth E. Une, Jr. Son 25% Residue
135 W. Main Street, Apt. 1
P.O. Box 235, New Bloomflelcl, PA 17068
3. Logan P. Une Grandson $5,000.00
135 W. Main Street, Apt. 1
P.O. Box 235, New Bloomflelcl, PA 17068
4. Caleb W. Une Grandson $5,000.00
135 W. Main Street, Apt. 1
P.O. Box 235, New Bloomflelcl, PA 17068
5. Brooke S. Weber Granddaughter $5,000.00
876 Bower Road
ShermansDaIe, PA 17090
6. Cameo B. J. Weber Granddaughter $5,000.00
876 Bower Road
ShermansDaIe, PA 17090
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
ll. NON- TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART D - ENTER TOTAL NON-TAXABlE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA '*
DEPARTMENT OF REVENUE
BUREAU OF iNDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION
PO BOX ZOO60 1 APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
HARRISB~G, PA 171Z8-0601 OF DEDUCTIONS AND ASSESSHENT OF TAX REY-1547 EX AFP (09,D4)
DATE 11-29-2004
ESTATE OF LINE KENNETH E
DATE OF DEATH 07-07-2003
.FlLE NUMBER 21 03-0584
COUNTY CUMBERLAND
CHARLES F CHENOT III ESQ ACN 101
PO BOX 250 I Allount Rellitted I
NEW BLOOMFIELD PA 17068
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=iS'4-j-E'5C"FP--('oY:cliY-NCfficE--OF-YNHEifiTAt.fcE-YAX-1rppRAYsEifiNT-:--"Li-oWANCE-cfi------------- ----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LINE KENNETH E FILE NO. 21 03-0584 ACN 101 DATE 11-29-2004
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 181.430.50 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account.
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 subllit the upper portion
4. Hortgages/Notes Receivable (Schedule D) (4) .00 of this forll with your
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (5) 815.451.86 tax paYllent.
6. Jointly Owned Property (Schedule F) (6) 5.536.40
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 1.002.418.76
APPROVED DEDUCTIONS AND EXEMPTIONS: 21. 373.31
9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Hortgage Liabilities/Liens (Schedule 1) llO) 68 .368.11
11. Total Deductions (11) 89.741 42
12. Net Value of Tax Return (12) 912.677.34
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) ll3) .00
14. Net Value of Estate Subject to Tax ll4) 912.677.34
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Allount of Line 14 taxable at Lineal/Class A rate ll6) 910.172.34 X 045 = 40.957.75
17. Allount of Line 14 at Sibling rate ll7) .00 X 12 = .00
18. Allount of Line 14 taxable at Collateral/Class B rate ll8) 2.505.00 X 15 = 375.75
19. Principal Tax Due ll9)= 41.332.50
TAX CREDITS:
.... (+) AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
10-07-2004 CD004477 .00 41.070.48
INTEREST IS CHARGED THROUGH 12-14-2004 TOTAL TAX CREDIT 41.070.48
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 262.02
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 833.98
TOTAL DUE 1.096.00 Vr:
II IF PAID AFTER DATE INDICATED. SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) ~t.
,
.
RESERVATION: Estates of decedents dying on or before December lZ, 198Z -- 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 Z140 of the Inheritance and Estate Tax Act, Act Z3 of ZOOO. (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 MILLS, 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
online at www.revenue.state.pa.us, any Register of Wills or Revenue District Office, or from the Department's
Z4-hour answering service for forms orders: 1-800-36Z-Z050; services for taxpayers with special hearing and/or
speaking needs: 1-800-447-30Z0 (TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisment, allowance or disallowance of deductions or assessment of tax
(including discount or interest) as shown on this Notice may object within 60 days of the date of receipt of this notice
by filing one of the following:
A) Protest to the PA Department of Revenue, Board of Appeals. You may object by filing a protest online at
www.boardofappeals.state.pa.us on or before the expiration of the sixty-day appeal period. In order for
an electronic protest to be valid, you must receive a confirmation number and processed date from the
Board of Appeals websita. You may also send a written protest to PA Department of Revenue, Board of Appeals
P.O. Box Z810Z1, Harrisburg, PA 171Z8-10Z1. Petitions may not ba faxed.
B) Election to have the matter determined at the audit of the account of the personal representative.
ADMIN- C) Appeal to the Orphans' Court.
ISTRATIVE
CORRECTIONS: 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, P.O. Box Z80601, Harrisburg, PA 171Z8-0601
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.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (57.) discount of
the tax paid is allowed.
PENALTY: The 157. tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of
six (67.) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 198Z 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 198Z through Z004 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~ ~ -:oom!' t988-1991 ~ :iilm!rr !ii01 ~ .nmr
1983 167. .000438 199Z 97. .000Z47 ZOOZ 67. .000164
1984 117. .000301 1993-1994 n .00019Z Z003 57. .000137
1985 137. .000356 1995-1998 97. .000Z47 Z004 47. .000110
1986 107. .000Z74 1999 n .00019Z
1987 107. .000Z74 ZOOO n .00019Z
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT K 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.
REV-1470 EX (6-88)
<. INHERITANCE TAX
. EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
L1NE,KENNETH E 2103-0584
REVIEWED BY ACN
Kathryn Harbilas 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
F 90,91 Jointly held assets are taxable to the survivors. No deductions can be claimed against
joint property as it was not the responsibility of the survivors to pay the debts.
ROW Page 1
COMMONWEALTH OF PENNSYLVANIA '*'
DEPARTMENT OF REVENUE
BUREAU OF INOIV=LClfAJ(~FF!rC (ir INHERITANCE TAX
INHERITANCE TAX Ot ~~'~,'_' ,,:' '._' I I,! ,-'L ',",,' STATEMENT OF ACCOUNT
PO BOX 280601 ',,-, C ~ I :. !_' ,,':
HARRISBURG PA 17128-J611-1-" ':",',' \ REV~li07 EX AFP (12-D4)
2005 JMJ 24 Ml 8: 21 DATE 01-10-2005
ESTATE OF LINE KENNETH E
DATE OF DEATH 07-07-2003
C"C-''I''T FILE NUMBER 21 03-0584
:....t:.!",\Ui-
ORPH/\\fS (:(i! !rr COUNTY CUMBERLAND
CHAR~r:l'J"-CHEf!DT,...t,lb.,~SQ ACN 101
PO BOX 250 . - I Allount Rel1itted I
NEW BLOOMFIELD PA 17068
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 1 submit the upper portion of this for.. with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
ItW -"r&t1.,.~r.A'j!r>..r~r-"tl'!1......j(..it"fflWlf!'t"Aller"fAr.~nYl!r:.M.'b'I!'.Al:l!'tl'OW...il.................... ...
ESTATE OF LINE KENNETH E FILE NO.21 03-0584 ACN 101 DATE 01-10-2005
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-29-2004
PRINCIPAL TAX DUE:. M'.'~'N"M'M'.'~'.,,",.,.,.'.""'M'.'.'.'.'''''MI'''M'M'.'.'",."",,,,.,. 41,332.50
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-07-2004 CD004477 .00 41,070.48
12-15-2004 CD004740 833.98- 1,096.00
TOTAL TAX CREDIT 41,332.50
BALANCE OF TAX DUE .00
INTEREST AND PEN. .03
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .03
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, ~-t--
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
q,...
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (71 7) 240-6345
Date: 6/06/2005
LINE-WEBER APRIL LEA
176 EVERGREEN RD
SHERMANSDALE, PA 17090
RE: Estate of LINE KENNETH E
File Number: 2003-00584
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 I, 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: 7/07/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~J~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
~
BUREAU OF INOIVlDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
'*
REV-483 EX AFP (06-05)
CHARLES F CHENOT III ESQ
PO BOX 250
NEW BLOOMFIELD PA 17068
DATE 08-01-2005
ESTATE OF LINE KENNETH E
DATE OF DEATH 07-07-2003
FILE NUMBER 21 03-0584
COUNTY CUMBERLAND
ACN 201
APPEAL DATE: 09-30-2005
(See reverse side under Objections)
A.aunt Re.itted I
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, sub.it the upper portion of this for. with your tax payment.
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR FILES +-
------------------------------------------------------------------------------------------
REV-483 EX AFP (03-05) .. NOTICE OF DETERMINATION AND ASSESSMENT
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF LINE
KENNETH
E FILE NO.21 03-0584
ACN 201
DATE 08-01-2005
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified
.00
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
41. 332.50
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
41. 332.50
5. Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
"
,)
,--=(2
-~~B
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""
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TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAlO AFTER THIS OATE, SEE REVERSE SlOE (IF TOTAL OUE IS LESS THAN $1, NO PAYMENT IS REQUIREO
FOR CALCULATION OF ADDITIDNAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
Qsl(
CHARLES F CHENOT
PO BOX 250
NEW BLOOMFIELD
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
RE. C.,.I~.!..c..:~.n -~,hqiFlll Q~TERMINATION AND
C'~'$($S~It"t OF PENNSYLVANIA
. .. ESTAtE TAX BASED ON FEDERAL
CLOSING LETTER
20GS WG -5 AM II: 54 DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION.
PO BOX Z80601
HARRISBURG PA 17128-0601
REY-7UEX AFP U'-Kl
08-08-2005
LINE
07-07-2003
21 03-0584
CUMBERLAND
202
APPEAL DATE: 10-07-2005
(See reverse side under Objections)
AmDunt Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
KENNETH
E
","
,
III ESlt~
PA 17068
REGISTER OF WILLS
CUMBERLANO CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account I submit the upper portion of this for. with your tax pay.ant.
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR FILES +-
REV:736--EX--AIWTiii:.-ozr----..-iiifficE-iiF--IiETE-iiiiiiAfiif'niifli-iifsEsifMEiiY---------------------- ------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE OF LINE
KENNETH
E FILE NO.21 03-0584
ACN 202
DATE 08-08-2005
ESTATE TAX DETERMXNATXON
1. Credit For State Death Taxes as Verified
.00
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
41,332.50
3. Inheritance Tax Assessed by Other State~
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
41. 332.50
5. Pennsylvania Estate Tax Oue
.00
6. Amount of Pennsylvania Estate Tax Previously Assessed
Based on Federal Estate Tax Return
.00
7. Additional Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
_IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRl, YOU NAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIONS.l
'>~
~
In Re: Estate of
LINE KENNETH E
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 2003-00584
NOTICE OF FAILURE TO FILE STATUS REPORT
Personal Representative: LINE-WEBER APRIL LEA
Counsel for Personal Representative:
Date of Decedent's Death: 7/7/2003
The Orphans' Court record indicates that neither the above named personal representative
nor the above named counsel for the personal representative have filed with the Register of Wills
or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme
Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report.
If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of
such delinquency and the undersigned will requests that a Court conduct a hearing to determine
whether sanctions should be imposed upon the delinquent personal representative or counsel for
the delinquent personal representative.
Date:
7/28/2006
110 i C~ .1b- / I)
/JU4"~L C,:~~-(j~a.d'<rLCjff~
./'1
Glenda Famer Strasbaugh
Clerk of the Orphans' Court
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
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Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 5/31/2006
RAFFERTY CALE
905 GAP VIEW ROAD
DAUPHIN, PA 17018
RE: Estate of RAFFERTY ALAN G
File Number: 2003-00574
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
7/03/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~~
Glenda Farner StrasbaugKI
Clerk of the Orphans' Court
cc: File
Counsel
cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (71 7) 240 - 6345
Date: 5/31/2006
LINE-WEBER APRIL LEA
176 EVERGREEN RD
SHER~llli~SDALE, PA 17090
RE: Estate of LINE KENNETH E
File Number: 2003-00584
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
7/07/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
/;J~~~
Glenda Farner Strasbaughl
Clerk of the Orphans' Court
cc: File
Counsel
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Register of Wills of Cumberland County
STATIJS REPORT UNDER RULE 6.12
~f'(\ne-+h E. ~)n-L
. ,,--)~lj 1. ? O(:)~
Estate No.: tJDD,2- D6.s"8 '-fPA "JO. z 1- D6 - 0..5 I ~
Name of Decedent:
Date of Death:
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 a~S1ration of the estate is complete:
Yes 0 No~
2. If the answer is NO,state when the ~na1 representative reasonably believes that
the administration will be complete: -1..:)eJ' ~be,r ~ :::2 (~(o
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 0 No 0
b. The separate Orphans' Court No. Cifany) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes 0 No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be .
attached to this report. .
Date: Q-Z.i-~
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Telephone No.
~ Personal Representative
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HARRISBURG PA 77128 0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11 961
NO. CD 004740
LINE-WEBER APRIL LEA
176 EVERGREEN RD
SHERMANSDALE, PA 17090
..... fold
ESTATE INFORMATfON: SSN: 167-40-0082
FILE NUMBER: 2103-0584
DECEDENT NAME: LINE KENNETH E
DATE OF PAYMENT: 12/15/2004
POSTMARK DATE: 1 2/1 5/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 07/07/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $1,096.00
REMARKS:
TOTAL AMOUNT PAID:
$1,096.00
SEAL
CHECK# 157
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
176 EVERGREEN RD
SHERMANSDALE, PA 17090
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Date: 6/22/2007
LINE-WEBER APRIL LEA
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RE: Estate of LINE KENNETH E
File Number: 2003-00584
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
7/07/2007
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
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In Re: Estate of
LINE KENNETH E
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 2003-00584
NOTICE OF FAILURE TO FILE STATUS REPORT
Personal Representative: LINE-WEBER APRIL LEA
Counsel for Personal Representative:
Date of Decedent's Death: 7/7/2003
The Orphans' Court record indicates that neither the above named personal representative
nor the above named counsel for the personal representative have filed with the Register of Wills
or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme
Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report.
If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of
such delinquency and the undersigned will requests that a Court conduct a hearing to determine
whether sanctions should be imposed upon the delinquent personal representative or counsel for
the delinquent personal representative.
Date:
7/30/2007
~~MJ~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
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IN RE: ESTATE OF
LINE KENNETH E
AUG 152DD7,.;J
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 2003-00584
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
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Personal Representative: LINE-WEBER APRIL LEA
Counsel for Personal Representative:
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Date of Decedent's Death: 7/7/2003
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Date of Delinquency Notice:
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The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accordance
with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12,
Supreme Court Orphans' Court Rules was given on the above date and that the ten (10) day
notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court
is hereby notified of such delinquency and the undersigned requests that a Court conduct a
hearing to determine whether sanctions should be imposed upon the delinquent personal
representative or counsel for the delinquent personal representative.
Date:
7/30/2007
A.I$ t~-"Aj ~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled October 1. 2007 at HAM ~
in Courtroom NO.2. Ifthe Status Report is filed prior to e hearing ~ing will
automatically be cancelled.
v , CA~~
Edgar B. Bayley, J. \
P' ,~- 0" C' "Q'-f /' l' '" S""'" A l' ru- S 1rT":'pADT
Ct., . ',' . .I..\..Ule O',.j, '1.-s..: I' , ~.t. V.I:'\,.L
REGISTER OF 'WILLS OF
COu'NTY, PEN1\TSYL VANIA
Name of Decedent: ~f'jlr1.e+h
Date of Death:! \ I \ dC::J:::::>~
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File Number: rQOO3- 00 ~4
Pursuant to Pa. O.c. Rule 6.12, I report the follOlving with respect to completion of the administration of
the above-captioned estate:
1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . ,. DYes ~No
2, If the answeris No, state when the personal representative
reasonably believes that the adrninistration will be complete:
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3. If the answer to No.1 is YES, state the following:'
a, Did the personal representative file a final'account with the Court? . . . . .. DYes DNa
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal represel1tative state an account
informally to the parties in interest? ..............:.............,..' DYes DNo
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 rep01t.
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Capacity: ~personal Representative D Counsel
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