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Home My WebLink About04-0039 PETITION FOR PROBATE and GRANT OF LETTERS Estate of Joseph A. Cullen No. ~/--(~-{~ also known as To: Register of Wills for the Social Security No. 169-'32-1985 ' Deceased. County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older a~X~~_and the spouse named in the last will of the above decedent, dated April 17 and codicil(s) dated _ ,19 97 Handwritten Will does not iaentify a Personal RepresentaLive. Ch=~'yl I. Cullen is the s_~ouse and ~clary o e ece en s . nt ~ survived b_b_y_ two adult children w unknown (state re[e'Vant circumstances, e.g. renunciation, death of executor, etc.) since the early 1980' s. Decendent was domiciled at death in Cumberland h is last family or principal residence at 739 Erford Road _ County, Pennsylvania, with Camp Hill, PA 17011 (list street, number and muncipality) Decendent, then 6..3__~ years of age, died_ January 5 at ~ly gp~rJ~ HospitfL%___ ,~ 2004 , Except as follows, deced~nt did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for prbbate; 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 (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: 739 Erford Rd., Camp Hill, Cumberland $_ 5,000.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters ,-,,~ oa,~,,-; o~- ~r~ _ -~ ............ r___on c~ ~--~ theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) Cheryl I. Cu/len 739 Erford Road · Camp Hill, PA 17011 OATH OF' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA '1 COUNTY OF CmIaERt. AND .f SS The petitioner(s) above-named swear(s) d~ affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed c- '~ '~ ~-be~o_re me this _//~-~/ _ day of l- 2~"~ ~ ~ (~' ~9c') AA,-) . ~ Estate Of Joseph A. Cullen , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW , ___ /~,~ 1~ 2004 in consideration of the petition on the reverse side ~er~of, satisfa~to y proof having been presented before me, IT IS DECREED that the instrument(s) dated Apr±l 17~ 1997 described therein be admitted to probate and filed of record as the last will of Joseph A. Cullen and Letters of Administration c.t.a. Cheryl I. Cullen areherebygrantedto FEES Probate, Letters, Etc .......... Short Certificates( ) .......... TOTAL Lawrence J. Neary, Esq. (Sup. Ct.I.D. No. 25827) AT-FORNEY (Sup. Ct. I.D. No.) 108-112 Walnut St., Harrisburg, PA 17101-1609 ADDRESS (717)238-4798 PHONE REGISTER OF WILLS OF ~ COUNTY OATH OF SU ~S~C WlT~F~S x'%°dicil x~ NN~ , (each) a subscribing witness to the %presented herewith, (each) bei/tg~uly qualified acc~ing to l'awx d~ep4se(s)and say(s)that -x,~ xx,Xx present a~_ ~Naw the testat Tx",,. , sign the same and that ~ signe~as a witness at the~ request of testaYx, in h presence and (in th~resence of each other;On tMre: of th~ ~ °ther subscribing w~es))' ~ '' N '".$..worn to or affirmed and sh~ribed before x,,N me is day of (Name) ~ Regist% '----X~ REGISTER OF WILLS OF Cc,~,~ ~e~-/av~ COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) a .s.ujbscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that 'V~q7 familiar with the signature of Jo_ce~p/q /~. C~[le,x~ , c~ testat ~ ~ of (one of the subscribing witnesses to) the will presented herewith and codicil that believes the signature on the will is in the handwriting of to thC best of~_~* knowledge and bdiCf. Sworn to or affirmed and subscribed before -~~~~ / 7o I/ his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or I~hotograph. Local Registrar P 9813274 11105 143 Rev. 2/87 NAME OF DECEDENT (First, Middle, Last) 6 3 YrS. COUNTY OF DEATH Bb. Cumberland DECEDENTS USUA KIND OF SUSINESS/INDUSTRY .e. Route Sales Coffee Co. DECEDENT'S ACTUAL 739 Erford Road RES,DENCE (See InsUucflon$ Pa FATHER'S NAME (First, M;~C~.. Lasl) (3,)nation [] caffify cause of death. person who pronoa'~ces death. TIME OF DEATH IMMEDIATE CAUSE (Final disease o,' condlUofl resulting in death) ~ Sequentially list condibon$ COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HE ALTH · VITAL RECORDS CERTIFICATE OF DEATH s~x soc,~. SECUR,TY NUMBER Jose )h A. Cullen Male 169-- 32 -- 1985 DATE OF BIRTH BIRTHPLACE (City (Month, Day, Year) State ot Fomtgn Country) 7/5/40 ?hiladelphia ~,~., i-1 ~o~ I-I FACILITY NAME (if not ~$tJt~k~, g~ve street ~ n~bar) . :IF HISPANIC ORIGIN? Pennsboro p/7'~/-- Nok-I Y-- I-'1, y,,. ~f~ Cu~. Mexican, Pue~t~ RlCan, etc. (s~.~) [] (Spe~y) DECEDENT'S EDUCATION MARITAL STATUS - Manled, U.S. ARMED FORCES? Never Married VV~dowed Yo,~-] ,o[] ('-'"*) Married ~?..stata p~_nn.~_vlvani~nt IT¢.l~Yes, clecadent lived in East, ,~,. co~ty Cumberland SURVI~NG SPOUSE ~B. Cher¥1Corkle Pennsboro city/borG Angu 1 u s J. Cu 11 e n MOTHER'S NAME (Fi~sl, Midda. M~d~n Surname) Edith A. Rowan INFORMANT'S MAILING ADDRESS (Street, Ctty/Te~vn, State, Zip Code) Cheryl I. Cullen Erford Rd., Camp Hill, Pa 17011 o,~(s~) [] ,~. Rollinq Green Mem I~,. Camp Hill, Pa F.D. 014993 Sullivan [M~th, ~y, Ye~) 23~ : ~ and ~t msuE~ in t~ ~dy~ ~u~ gN~ in PART I. that k~4Jated evenls resulting on death ) LAST DATE OF INJURY TIME OF INJURY L.J PLACE OF INJURY - At home farm. street, factory, office WAS AN AUTOPSY PERFORMED? 28a. VvERE AUTOPSY FINDINGS I MANNER OF DEATH COMPtETION OF CAUSE I Naturat OF DEATH? II Accident ~'-"[] Pending Invesagation t2a'. CERTIFIER (Check o~ly one) DESCRIBE HOW INJURY OCCURRED. ' PTRoO~N~ bU _N_~ INefGmA~NkDn C~E Ra~TInFnYI N.~G. Z H_Y_S_ ' S_L~_ ~ (~LYsi~an both prono~ming death an~ ce~i~in~, ..... ~f death) *MEDICAL EXAMINER/CORONER SIGNATURE %ND TITLE O/[ CERTIFIER LIOENSE NUMBER ~TE SIGNED {M~, Day, Y~r NAME AND A~ESS ~ PER~ ~O ~OMPLETED CA~E OF O~TH (It~ 27) Ty~ ~ P~nl I / ' ~ ~- ~ ~ 3Od. LOCATION (Street, City/Town, Slate) April 17, 1997 To whom it may concern: This letter which I consider my will at this time may or may not be necessary at this time. A formal will, will follow as soon as possible. I wish to ensure that my wife, whom I love with all my heart, will receive everything I own at this time. This includes the house, car, any insurance, in other words all my worldly goods, to do with what she wants. Sincerly, Isl Joseph A. Cullen Lawrence J. Neary Attorney at Law 108-112 Walnut Street Harrisburg, PA 17101-1609 (717) 238-4798 Fax (717) 238-4793 CERTIFICATION OF NOTICE UNDER RULE 5.$(a) Name of Decedent: Joseph A. Cullen Date of Death: January 5, 2004 Adm. No. 2004-00039 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above captioned estate on January 22, 2003. Name Cheryl I. Cullen Address 739 Erford Road, Camp Hill, PA 17011 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE Date: (717)238-4798 (717)238-4793 - Fax PA I.D. No. 25827 Counsel for Personal Representative RE~/-I§O0 EX (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN I-- Z LU LU U.I I- Z U.I Z O UJ O LU DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) CULLEN, JOSEPH A. ~--~1. Original Return [--]4. Limited Estate [~6. Decedent Died Testate (Attach copy of Will) [~9. Litigation Proceeds Received RESIDENT DECEDENT OFFICIAL USE ONLY 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 6. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. 14. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedu!e J) Net Value Subject to Tax (Line 12 minus Line 13) (13) (14) $3,978.98 $54,782.52 ? $3,864.35 (6) $141,039.50 $10.692.69 (11) $14,557.04 (12) $126,482.46 $120,482.46 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax $1 26,482.46 rate, or transfers under Sec. 9116 (a)(1.2) 16. 17. 18. 19. 20. Amount of Line 14 taxable at lineal rate Amount of Line 14 taxable at sibling rate Amount of Line 14 taxable at collateral rate Tax Due x .12 x .15 0 (15) (16) (17) (18) 0 (19) [~] 10. Spousal Poverty Credit (date of death between 12-31-91 and %%95) E~ 11. Election to tax under Sec. 9113(A) (Attach Sch O) : '~ION:' USTi"E~CO P'~ETED ~C(jRRESPOI~DENC'E'A'ND"CO~/FiDE~TIAE~T~-A~(, :INFORMATiON'~HOULO~BE DIREC~ED~TO~/! THIS, SEC .,.....,,.M ..... . ~B..: M. ,~ ........ · , NAME I COMPLETE MAILING ADDRESS ~ Lawrence J. Neary, Esq. I 108-112 Walnut Street FIKMNAMEIffAp~toablel I Harrisburg, PA 17101-1609 TELEPHONE NUMBER ( 7 1 7 ) 2 3 8 4'7 9 8 I ~ ;:~' C 1. Real Estate (Schedule A) (1) $82,278. O0 z"~ .,c OF. FIC,., AL USE ONLY SOCIAL SECURITY NUMBER 169 - 32 - 1985 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF (date of death pdor to 12-13-82) E~5. Federal Estate Tax Retum Required 0 8. Total Number of Safe Deposit Boxes DATE OF DEATH (MM-DD-YEAR) [ DATE OF BIRTH (MM-DD-YEAR) January 5, 2004 I July 5, 1940 IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) CULLEN, CHERYL I. r-'-~ 2. Supplemental Return E~] 4a. Future Interest Compromise (date ol death after 'i2-12-82) ~]7. Decedent Maintained a Living Trust (A~c~ copy of'rrus~) COUNTY CODE YEAR NUMBER REV-I~502 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER JOSEPH A. CULLEN 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 knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1, $82,278.00 739 Erford Road (East Pennsboro Township) Parcel No. 09-16-1050-183 Assessed value $78,360 x 1.05 common level ratio TOTAL (Also enter on line 1, Recapitulation) $ 82,278. O0 (If more space is needed, insert additional sheets of the same size) R~-15~ EX + (1.97} ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER JOSEPH A. CULLEN Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owr~ed with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PNC Bank - checking account # 5140200525 $3,978.98 TOTAL (Also enter on line 5, Recapitulation) $ 3,978.98 (If more space is needed, insert additional sheets of the same size) REV-151Q EX * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF JOSEPH A. CULLEN FILE NUMBER This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY % OF ITEM INCLUDE THE NAME OF THE TRANSFEREE, THDRRELATIONSHIPTODECEDENTANDTHE DATE OF TRANSFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE ATTACH A COPY OF THE DEED FOR REAL ESTATE. NUMBER VALUE OF ASSET INTEREST 1. Smith Barney - IRA account #724-66161-19 $2,659.56 100% $2,659.56 125.926 shares @ $21.12 per share - spouse as beneficiary 2. Citi Street - Coffee Time, Inc. $31,402.96 100% $31,402.96 VRU account #44562 - 401(k) - spouse as beneficiary 3. Putnam Allstate Advisor Plus $20,720.00 100% $20,720.00 Annuity Contract #PA00044360 - spouse as beneficiary TOTAL (Also enter on line 7, Recapitulation) $ 5 4,7 8 2.5 2 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) ¢,, COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF JOSEPH A. CULLLEN FILE NUMBER Debts of decedent must be reported on Schedule ITEM NUMBER 8. 9. 10. 11. DESCRIPTION FUNERAL EXPENSES: Sullivan Funeral Home ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: Attorney Fees_ Lawrence J. Neary, Esq. 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 Probate Fees Accountant's Fees Tax Return Preparer's Fees Cumberland County Law Journal The Sentinel - advertisement Recorder of Deeds Ambulance Service Bank fees - advertisement TOTAL (Also enter on line 9, Recapitulation) AMOUNT $1,608.00 $1,300.00 $239.00 $75.00 $91.85 $39.50 $499.00 $12.00 $3,864.35 (If more space is needed, insert additional sheets of the same size) REV-1512 EX * (1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER JOSEPH A. CU'I',LF.N Include unreimbursed medical expenses, ITEM NUMBER DESCRIPTION AMOUNT 1. $3,692.69 PNC - line of credit account # 40-03-048012021377 Alliance Mortgage Company loan #'006467 $7,000.00 TOTAL (Also enter on line 10, Recapitulation) $ 10,692.69 (If more space is needed, insert additional sheets of the same size) RE'V-1~13 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF NUMBER I 1. II 1. JOSEPH A. CULLEN NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY ~XABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(l.2)] Cheryl I. Cullen 739 Erford Road Camp Hill, PA 17011 FILE NUMBER 'REL~IONSHIPTODECEDENT Do Not List Trustee(s) Spouse AMOUNT OR SHARE OF ESTATE 100% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II- 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) FEB-08-~004 23:48 PNCBANK 412 ?68 3458 P.01×01 PNCBAhK February g, 2004 Lawrence J Neary Attorney at Daw I08-I 12-Walnut St. Harrisburg, PA 17101-1609 scp Estate ofJoseghACullen(Deceased) SSN: 169-32-1955 DOD: 01-05-2004 Dear Mr. Neary: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking Account Account #5140200525 JOSEPH A CLrLLEN DOD balance: $3,978.62 + $0.36 accrued interst Established 05-~ 1 - 1980 The decedent maintained INV # 21373527. For more information contact the brokerage department at 1-800-762-6111. The decedent a/so maintained a line of credit acount. The account number is # 4003048012021377. Our office does not have access to the f'mmacial status on loan accounts. For more information on this account call 1-888-762-2265. Please note that this office only provides date of death balances' for deposit accounts (IR. As, CDs, Checking and Savings accounts). We do not process ,,ny financial trans,,etions or provide statements, If you need assistance with any of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, Erica L Schlegel 1-800-.762-1775 P7-PFSC-04-F 500 first Ave. Pittsburgh PA 15219 Member FDIC TOTRL P. O1 EXPLANATION OF BENEFITS NU01411 040088L 01/05/04 SICKNESS JOSEPH NWB0/N962040105 DESCRIPTION OF BENEFIT NY0195 DEATH BENEFIT 01/05/04 01/05/04 $14,494.00 CALCULATION OF BENEFIT iii~iiii}i~::}il}i~}i~iii~}}i:~:~i}iiii $14,494.00 $0.00 ........... :::::::::::::::::::::::::::::::: ::::::::: r 3- ~ CHERYL CULLEN $14,494.00 CHECK DISTRIBUTION GROSS BENEFITS DEDUCTIONS OR OFFSETS $14,494.00 $0.00 CLAIMS UNDER CERTIFICATE NUMBER NY0195 FOR JOSEPH CULLEN. THANK YOU, FOR INFORMATION CALL: 1-800-918-8877 TRUSTMARK P.O. BOX 7900 LAKE FOREST, IL 60045-7900 040088L040218150907/1383/C E/NS3/NS3 *0053 April 17, 1997 To whom it may concern: This letter which I consider my will at this time may or may not be necessary at this time. A formal will, will follow as soon as possible. I wish to ensure that my wife, whom I love with all my heart, will receive everything I own at this time. This includes the house, car, any insurance, in other words all my worldly goods, to do with what she wants. Sincerly, /s/Joseph A. Cullen Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Joseph A. Cullen No. 2004-00039 also known as Date of Death January 5, 2004 , Deceased Social Security No. 169-32-1985 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. IfWe verify that the statements made in this lnventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Attorney: Lawrence J. Neary:E,~q, I.D. No.: 25827 Cheryl I. ~llen Address: 108-112 Walnut Street Dated May 6, 2004 Harrisburg, PA 17101-1609 Telephone: (717)238-4798 RW-8 Description 1. 739 Erford Road (East Pennsboro Township) Parcel No. 09-16-1050-183 Assessed value $78,360 x 1.05 common level ratio 2. PNC Bank - checking account # 5140200525 (Attach Additional Sheets if necessary) Value $82,278.00 $3,978.98 Total: 86,256.98 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. State of Pennsylvania, County of Cumberland. PROOF OF PUBLICATION Rich Canazaro, Internet Director of THE SENTINEL, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following dates, viz Copy of Notice of Publication - ESTATE ~ Lettem of Administration, C.T.A. in the Estate of 'JOSEPH A. CULLEN, ' ded. aMd on january 5, 2004, late of East PennSbOro TOWnship, Cumberland County, Pennsylvania, having been granted, all pemon8 inde~oted to said estate are requested to make immediate payment and thOse hav- ing claims will present them for settlement to: Cheryl I. Cullen, 739 Erford Rd., Camp Hill, PA 17011~ Administmtix,' C.T.A.,or th: Lawren~e J. Neary, Esq., 108-112 Walnut St., Harrisburg, PA 17101-1609 Attorney for Estate. January The Sentinel ~ 24, 31 & February 07,-2004 Affiant further deposes that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of a~~~ publication ar ue. February 11,2004 Sworn to and~/~"b~cribed bef.ore me this__11th d aye,~~ .~~ J k._./ Notary Public My commission expires: NOTARIAL SEAL DARCIE A. NELL, Notary Public Carlisle, Cumberland County My Cernm_____.~ien Expires NOV, 24, 2005~1 PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 STATE OF PENNSYLVANIA : COUNTY OF CUMBERLAND : Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the-County and State aforesaid, being duly sworn, according to law, deposes and says that the Cuml~erland Law Journal, a legal periodical published in thc Borough of Carlisle in the County and S.' .t'htc aforesaid, was established January 2, 1952, and designated by thc local courts as thc official 10gal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that thc printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of thc said Cumberland Law Journal on the following dates, viz: JANUARY 30, FEBRUARY 6, 13, 2004 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. (/isa Marie Cot[rne, Editor SWO~Xl TO AND SUBSCRIBED before me this 13 day of FEBRUARY 2004 Cullen, Joseph A., dec'd. Late of East Pennsbom Township. Admlnlstratrtx, C.T.A.: Cheryl I. Cullen, 739 Erford Rd., Camp Hill, PA 17011. Attomey: Lawrence J. Neary, Es- quire, 108-112 Walnut Street, Harrisburg, PA 17101-1609. LOIS E. SNYDER, Notary PulSlic Carlisle Boro, Cumberland County My Commission Expires March 5, 2005 PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER RULE 6.12 Name of Decedent: Joseph A. Cullen Date of Death: January 5, 2004 Estate No.: 2004-00039 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: State whether administration of the estate is complete: Yes x No Date: (MAH:rmt/AM3) If the answer is No, state when the personal representative reasonably believes that the administration will be complete: (date) 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: (Not Applicable in Dauphin County) C. Did the personal representative state an account informally to the parties in interest? Yes x No D. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Personal Representative was the~ beneficiary of the Estate. ~ / ! I l,awroneo-.1. Naary,. E.qquSre Name (Please type or print) 108-112 Walnut St., Harrisburg, PA 17101-1609 Address (717)238-4798 Telephone No. ~'Capacity: X Personal Representative Counsel for Personal Representative BUREAU OF ZNDIVZDUAL TAXES INHERITANCE TAX DIVZSTON DEPT. 180601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF ZNHERZTANCE TAX APPRAZSEMENT, ALLO#ANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX LAWRENCE J NEARY ESQ 108-112 WALNUT ST HBG PA.17101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN RE¥-1547 EX AFP (gl-DS) 07-05-200q CULLEN JOSEPH A 01-05-200q 21 0~-0059 CUMBERLAND 101 MAKE CHECK PAYABLE AND RENZT PAYMENT TO: REGISTER OF WILLS CUNBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTZON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DZSALLO~/ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CULLEN JOSEPH A FZLE NO. 21 0~-0039 ACN 101 DATE 07-05-Z00q TAX RETURN NAS: (X) ACCEPTED AS FZLED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es1:a1:a (Schedule A) (1). 2. S~ocks and Bonds (Schedule B) (2) $. Closely Held S~ock/Par1:nership In1:eres1: (Schedule C) ($) q. Hor1:gagas/No1:as Raca/vabla (Schadule D) (q) 5. Cash/Bank Dapos/~s/M/sc. Personal Propar1:y (Schedule E) (5) 6. Join1:ly Owned Propar1:y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Tel:al Assa1:s APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expansas/Adm. Cos1:s/Hisc. Expenses (Schedule H) (9) 10. Dab1:s/Hor1:gaga L/abil/1:/es/L~ans (Schedule I) (10) 11. Tel:al Deduc1:ions 82.'278.00 .00 .O0 NOTE: To /nsura proper credt~ 1:o your accoun1:, subm/1: 1:ha upper peri:ion 3.,978.98 .00 .00 of 1:h/s form w/1:h your 1:ax payman1:. 5~.'782.52 (8) 1~1,039.50 3,86q.35 12. 13. 1~. NOTE: 10,692.69 (11) ]~.557.0~ 126,~82.~6 Ne1: Value of Tax Ra1:urn (12) Char/1:able/govarnaan1:al Baques1:s; Non-elac1:ed 911:5 Trusts (Schedule J) (13) . O0 Ne1: Value of Est:a~a Sub~ac~ t:o Tax (lq) 126,q82.q6 Zf an assessment ~as /ssued previously, lines 1~, 15 and/or 16, 17, 18 and 19 ~ill re~lect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 1.;. Amoun1: of L/ne 1~ al: Spousal ra1:e 16. Amoun1: of L/na lfi 1:axabla al: Lineal/Class A ra~a 17. Amoun1: of Line lq al: S/bl/ng ra~a 18. Amoun1: of L/ne lq 1:axable al: Colla1:aral/C/ass B ra*e 19. Pr/ncipal Tax Oua TAX CREDITS: PAYMENT RECEIPT DTSCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) (15) 126,q82.q6 X O0 = .00 (16) .OO X OqS= .00 (17) . O0 X 12 = . O0 (18) .00 x 15 = .00 (19}= . O0 ANOUNT PAID TOTAL TAX CREDIT I .00 BALANCE OF TAX DUEI .00 ~Nr~EST AND PEN. I .00 TOTAL DUE I .00 IF TOTAL DUE 1S LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE IS REFLECTED AS A 'CREDIt' (CR)~ YOU HAY BE DUE REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. RESERVATION: PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADNZN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dylng 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 tho expiration of any estate for life or for years, the Commonmealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (72 P.S. Section 91qO). Detach the top portion of this Notice and submit mith your payment to the Register of Nills printed on tho reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax craditj which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications ara available at the Office of the Register of Hills, any of the 23 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-362-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-~q7-3020 (TT onlY). Any party in interest nat satisfied with the appraisement, allowance, or disalloeance of deductions, or assessment of tax [including discount or interest) as shown on this Notice must object mithin sixty [60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburgj PA 17128-10Zl, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Reviem Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after tho decedent's death, a five percent (5Z) discount of the tax paid is allowed. The ISX tax amnesty non-participation penalty is computed on tho total of the tax and interest assessed~ and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the tho same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning eith 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 (6Z) percent par annum calculated at a daily rate of .00016q. Ali taxes which became delinquent on and after January 1, 1982 mill 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 ZOOq ars: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ ~ .0005q8 '~'~'~'B-X99X llZ .000301 ~ 9Z .O00Zq7 1983 162 .000q38 1992 92 .0002q7 2002 62 .00016q 198q 112 .000301 1993-199q 72 .000192 2003 52 .000157 1985 132 .000356 1995-1998 9Z .0002q7 200~ qZ .000110 1986 lOZ .O00Z7q 1999 72 .000192 1987 IOZ .000274 ZOO0 72 .000192 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER 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.