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Home My WebLink About04-0484~e§is~e[ of Wills of ~Coun~¥, PETITION FOR GRANT OF LETTERS Estate of also known as ~rgaret G. Ratcliff ~. No, , Deceased Sccial S~curity No. (COMPLETE "A" OR "B" BELOW:) A. Probate acid Grar~of Decedent, dated dt~e ZZ, I~)t~r~ and aver that Petitioner(s)~are t~xecut and codicil(s) dated ix __ named in the Last Will of the State ~e{eva~t circumstan(.es eg, mnuncialion, death of executor, elc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: B. Grant of Letters of Administration Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional ~;heets if necessary. Decedent was domiciled at death in Cun~rl~d residence at 208 Sena~ Avenue, Camp ~i_i~Li, PA 1,~)~unty, Pennsylvania, with his/her last family or principal Decedent, then 83. years of age, died May- 4 ,20 0.__,~ at F~O1V Spirit Hospital, Ca.mp Hill, PA Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property .............................. $ __ (If not domiciled in PA) Personal property in Pennsylvania ' (If not domiciled in PA) Personal property in County .......................... Value of real estate in Pennsylvania ............................................... Total Real Estate situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Signature Typed or printed name and residence I i f} 4'. sT-' RW-7 Oath of Personal Representative Commonwealth of Pennsylvania County of The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to and affirmed and subscribed before me this day of Estate of DECREE OF REGISTER Margaret G. P~tcliff also known as Social Security No: 177-16-~79 7 Deceased No. ~/-~ ~- ~_~ Date of Death: 05/04/04 AND NOW, , 20 , in consideration of the Petition on the reverse side hereon,.sa~isfactory proof having been presented before me, IT IS DECREED that Letters~-Testamentary [] of Administration Carol Ann Shaw are hereby granted to in the above estate and that the instrument(s), if ally, dated N/A described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........................... Short Certificate(s) .......... Renunciation .................. Affidavit ( ) ................. Extra Pages ( ) ............ Codicil .......................... JCP Fee ........................ Inventory & Tax Forms... Other ............................ TOTAL ................ aW-7a Attorney: Barbara G. Graybill I.D. No: 39859 Address: 126 Locust Street, PO Box 11489 Harrisburg, PA 17108-1489 Telephone: 717.238. 3838 DATE FILED: May 24, 2004 · egi~ter ~f !~gill~ of ~umI~erlanh t~auntp ~£nn~plt~ania Estate of [T'ICD~e__T Also know as OATH OF NON-SUBSCRIBING WITNESS '04 ,Deceased (each) a subscriber hereto, (each) being duly qualified according to law, depose(X) and say(k)xthat Cam/we are) familiar with the signature of .~.B~q~ h v. xo;r G.'~Tc.[~ ~ ,testatrix._. of(one-of-th~ sub,e, rihing ,.vimes~o~ te) the will/codiG1 presented herewith and that~ believe~the signature on the ~, , ~rvx ~ ~--~ ' will/coaici, i~ in the handwriting ot I knowledge and belief. Sworn to or affirmed and subscribed before me thisc~ day of V/a ( ,20o_¢ f r~ Eor ~he R~ister (Signat~;I ( ~ before me thiso~ day of gnat re /'4.t~ ~ ,2oo_¢ (si .- (Signaturef his. is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Regis. trar. 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 10371540 No. Local Registrar 'Od i"iflY 24 ? 1:09 [:ti:iL:, ' ff Date l YPE~PRINT mas ~4~ ~:e, 2m; COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH I Mm1815 ] Days ! Hou~ I Minutel I {M~th, Day, Yeat) I SlateorFo~mgnCoun~ iHO&~TN.: IOTHER; ' EC~ Ec~EN1~ USUAL OCCUPATION I KIND O~ BUSINESS I INDUSTRY ~WAS DECE~NT EVER~N IOECED~NI~S F~UCATIONI MAR TAL STATUS- Mamed, I SURVIVING SPOUSE DECE~ENT'S MNLING ADDRESS (St~e~, Ci~y~l'~n. S~ate. Zip Code) ~ DECED~Ni~S ~t? ~ P~ ~ ~- i ~ I ~ W ~ I · SIGNATURE ~OFFUN_~ERALSERVICELICENSEEO~P~RSONACTINGASSUCH ~ LICENSE NUMBER INAMEANDADDRESSOFFACILITY ~/~f','tt A~C OF DEATH* Accident Paroling Inves~geti~:m M Yes [] NO [] ~OE~I~iF. YING pHY~IClA~I (phySlcmp. ce~fyir~l ~se ~ deam w~n ~r ohy~an ~s ~ death ~ ~Hemd item 23) ~ J REGIST 'S SIGNATURE AND NUMBER LICENSE NUMBER DATE SIGNED (Month, Day, Year) NAME AND ADDRESS OF PF.~SON ~2. DATE FItjED (Month, Day, yea() ! WILL I, MARGARET GOODLING RATCLIFF ~0~f~'i~a~ ~berland County, Pennsylvania, declare thi~. to be my last Will and revoke any Will previously made by~me. STEM I: I devise and bequeath all of my estate of every nature and wherever situate to my husband, 3oseph H. Ratcliff, providing he shall survive me by sixty days. ITEM II: Should my husband, 3oseph H. Ratcliff, pre- decease me or die on or before the sixtieth day following my death, I devise and bequeath all of my estate of every nature and wherever situate in five equal shares as follows: A. To my son, John L. Savage, of Four Oaks, North Carolina. B. To my daughter, Virginia L. Willerton, of Oklahoma. C. To my son, Gary L. Savage, of Cedar Edge, Colorado. D. To my husband's daughter, Carol Ann Ratcliff, of Etters, Pennsylvania. E. To my husband's daughter, Nancy Buckwalter, of Camp Hill, Pennsylvania. All of the above bequests are per stirpes and not per capita. STEM III: All death taxes (not income taxes) that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be considered a part of the expense of the administration of my estate, and my Executor shall have the absolute power in his discretion to pay the same at once whether or not the law under which they are imposed permits the postponement of payment of all or part of them to a later date. ITEM IV: I direct and empower my Executor to sell any and all real estate of which I die seized, at such time and upon such terms as he may deem best, and to deliver good and sufficient deeds therefor the the purchaser or purchasers thereof. ITEM V: I appoint my husband, Joseph H. Ratcliff, Executor of this my last Will. Should my husband, Joseph H. Ratcliff, fail to qualify or cease to act as Executor, I ap- point my husband's daughter, Carol Ann Shaw, Executrix of this my last Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal this z-~-day of J~ , 1982. . ~ARET G00DLIN~/RATeLIF~' The preceding instrument, consisting of this and one other type~itten page, identified by the signature of the Testatrix, was on the day and date thereof signed, published and declared by Margaret Goodling Ratcliff, the Testatrix therein named, as and for her last Will in the presence of us, who, at her request, in her presence and in the presence of each other have subscribed our names as witnesses hereto. CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Margaret G. Ratcliff Date of Death: Will No.: May 4, 2004 2004-00484 PA No.: 21-04-0484 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules were served or mailed to the following beneficiaries of the above- captioned estate on May 28, 2004: Gary Savage 25 Steffer Drive Mt. Wolf, PA 17347 John Savage 2259 Harper House Road Four Oaks, NC 27524 Virginia Savage 101 Rose Lane Frisco TX 75034 Nancy Buckwalter 901 Colonial Club Drive Harrisburg, PA 17112 Carol Shaw 190 S. Franklin Street Harrisburg, PA 17109 Notice has now been given to all persons. Date: May 28, 2004 Barbara G. Graybill #395~89 Graybill & Wise, P.C. 126 Locust Street PO Box 11489 Harrisburg, PA 17108 717-238-3838 Counsel for Personal Representative n1""",. rI:1f~'1"Il"r1'~'~ I ~ ... ()~a?J lllaCCD ~O 3~, !!l..CCT(/l CD;::..CDro .. ::r ~ ..., -00 III 0 CDC::l- ::l(/lo.~ ~ CD a -' <U>o== _.0 C (/l <: C ::l III lll.-:t ::l....- iii'CD a ~ 0 -.I C ~ S. v> 0 C (/l CD Ci j .. , . '.-! I . ~ I>> ... ~. Gl ~"'O~ ~b< cg' 03 ~ OJ- "'Oor'" )>)(r'" ~~~ -..&~~ ~"I:a._ OCR(/) CRU>rn . ~ ~ "'0 ~ . U> ~ \\2>\'1 -"a' \ e , , \, I I' ,-" ,', ,', ,,):1,!j _e; , ... "I ~__'\ ._ _, n..". -ll JV .,J...i,jjU O:Y]Hi)i\" 1 _1'-...J'_.i'__iJjG ~ ~ I.. \\~ / ~ ~ I i - - ..= "'"':::: - - - - - -::: ' - - - - ;::: - - - - - - ~ -n ~ -- -c tn ..... 0 - Q) tn tn s: I Q) -. - I ~ GRAYBILL & W I S E , P.c. ATTORNEYS AT LAW Kenneth A. Wise, Esq. Barbara G. Graybill, Esq. April 29, 2005 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, Pennsylvania 17013 RE: Estate of Margaret G. Ratcliff Inheritance Tax Return To the Register of Wills: Enclosed please find two sets of the inheritance tax return to be filed in this matter along with payment for the same. Thank you for your assistance in this matter, Sincerely, ,,'" '( ~ " .. .' ~l~~ J,Jl:1lC{ik:11 Barbara G. Graybill Enclosures c' 126 Locust Street. P.O. Box 11489. Harrisburg, PA 17108-1489. Phone: (717) 238-3838 Fax: (717) 238-3816 www.thewiselawyer.com COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-961 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT GRAYBill BARBARA 126 lOCUST STREET PO BOX 11489 HARRISBURG, PA 17108-1489 nnn~_ fold ESTATE INFORMATION: SSN: 177-16-0797 FILE NUMBER: 2104-0484 DECEDENT NAME: RATCLIFF MARGARET G DATE OF PAYMENT: 05/02/2005 POSTMARK DATE: 05/02/2005 COUNTY: CUMBERLAND DATE OF DEATH: 05/04/2004 NO. CD 005277 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $289.01 I I I I I I I I TOTAL AMOUNT PAID: $289.01 REMARKS: CHECK# 1014 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WillS Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: Estate of: Estate No: 344 5/5/2005 MARGARETGRATillFF 21-2004-0484 BARBARA G. GRAYBILL, ESQ. 126 LOCUST STREET POBOX 11489 HARRISBURG, PA 171081489 vz Qty 1 Fee Description Additional Probate Fee Total 25.00 $25.00 Total: $25.00 Checks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court RECFf!Jrn F/{y Marjorie A. Wevodau First Deputy II 2r05 Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle. PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Qty Fee Description Fee Total 1 Additional Probate 25.00 $25.00 ( ~ Total: 'Pd ctA) $25.00 / ()d I Bill To: InvoiceNo: Invoice Date: Estate of: Estate No: BARBARA G. GRAYBILL, ESQ. 126 LOCUST STREET POBOX 11489 HARRISBURG, PA 171081489 344 5/5/2005 MARGARET G RATa..IFF 21-2004-0484 vz -';"~ 1',) N -r.-" C"'l Olecks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. REV-l500EX(6-00) *' COMMON~THO PENNSYLVANIA DEPARTMENT OF REVE UE DEPT. 280601 HARRISBURG, PA 171 601 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership 0 Sole-Proprietorship 4. Mortgages & Notes Receivable (Sched e OJ 5. Cash, Bank Deposits & Miscellaneous ersonat Property (Schedule E) 6. .J<;ntiy Owned Property (Schedule F) o Separate Bifting Requested 7. Inter-VIVOS Transfers & Miscellaneous Probate Property (Schedule G or l) 8. Total Gross Assets (total lines 1-7) 9. Funeral Expenses & Administrative Cos (Schedule H) 10. Debts of Decedent, Mortgage liabilities & liens (Schedule I) 11. Total Deductions (total lines 9 & 10) 12. Net Value of Estate (line 8 minus line 11) 13. Charitable and Governmental Beques 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (line 12 min s Line 13) .... Z W o W U W o DECEDENT'S NAME (lAST, FIRST, AND MI Ratcliff, Margaret G DATE Of DEATli (MM-IlD-YEAR) 05/04/2004 (IF APPUCABLE) SURVMNG SPOUSE'S w ,.., :.e:!i~ ufu woo z"'... u..., .. .. ~ 1. Original Return D4.limitedEstate ~ 6. Decedent Died Testate (AlIach copy of ~I) D 9. litigation Proceeds Received .. NAME Barbara G. Graybill, Esq. FIRM NAME (If Applicable) Graybill & Wise, P.C. TELEPHONE NUMBER (717) 23B-3B38 ... z w o z o .. OJ W '" '" o u z o ~ ~ .... ii: c( u w a:: z o !;( .... ~ a.. ~ o u ~ REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 0 0484 COONTY CODE NUllBER lE INITIAl) SOCiAl SECURITY N MBER 177-16-0797 DATE Of BIRTH (MM-DD-YEAR) 02/22/1921 TliIS RETURN MUST BE FilED IN DUPLICATE WITH TliE REGI TER OF WILLS SOCIAL SECURITY N MBER E (LAST, FIRST, AND MIDDLE INmAl) D 2. Supplemental Return D 4a. Future Interest Compromise (date of deattl after 12.12.82) o 7. Decedent Maintained a living Trust (A\Ioch copy of Trust) o 10. Spousal Poverty Credit (date of deaIh between 12.31-91 and 1-1-95) o 3. Remain Retum(dateofdeathprior\o12-1J..82) o 5. Federal E tate Tax Return Required 8. Total Nu r of Safe Deposit Boxes D 11.Election tax under Sec. 9113(A) (AlIach Sch 0) ..AlL COIlIIESPOHDI!NCE AND CONFllJENTLiU,.TA)[ .1IlFORIiUl COMPlETE MAILING ADDRESS 126 Locust Street PO Box 11489 Harrisburg, PA 17108-1489 8I!!IIIREC11!D 10: (1) (2) (3) (4) (5) 0.00 0.00 0.00 0.00 16,349.09 -, ~o , ~,,;'-I !'"j -..,.::; I en (6) 0.00 r-J (7) 0.00 Q) (9) (10) (6) 7,797.08 2,129.63 (11) (12) (13) 16,349.09 9,926.71 6,422.38 0.00 SEE INSTRUCTIONS REVERSE SIDE FOR APPLICABLE RATES (14) 6,422.38 15. Amount of line 14 taxable at the spou rate, or transfers under Sec. 9116 (aX1. 16. Amount of line 14 taxable at lineal rate 17. Amount of line 14 ta:xable at sibling rat 18. Amount of line 14 taxable at collateral te 19. Tax Due 200 ___0.00 x.O (15) 6,422.38 x.O -4? (16) O,O()_ x .12 (17) 0.00 x .15 (16) (19) 0.00 289.01 289.01 Decedent's Complete Addres STREET ADDRESS Mar aret G. Ratcliff 208 Senate Avenue - ---- .- CITY Camp Hill Tax Payments and Credits: 1. Tax Due (Page 1 line 19) 2. Credits/Payments A. Spousal Poverty cred~ 8. Prior Payments C. Discounl STATE PA ZIP .. 17011 (1) 289.01 Total Credits (A+ 8 + C) (2) 3. InterestJPenalty if applicable D.lnteresl E. Penalty 4. If Line 2 is greater than Line 1 + Une 3, en Check box on Page 1 Line Totallnteresl/P.nalty ( D + E ) the difference. This is the OVERPAYMENT. 10 requesl a refund (3) (4) (5) 289.01 A. Enter the intereslon the tax due. (5A) B. Enler the total of line 5 + SA. This is the (58) Check Payable to: REGISTER OF WILLS, AGENT 5. If line 1 + line 3 is greater than line 2, .n the difference. This is the TAX DUE. PLEASE ANSWER THE F LLOWING QUESTIONS BY PLACING AN "X" IN THE APPROP lATE BLOCKS 1. Did decedent make a tran Yes No a. retain Ihe use or inco of Ih. property transf.rred;.......................................................................................... 0 ~ b. retain the right to d.sig ale who shall use Ihe property lransferred or its income; ............................................ 0 ~ c. retain a reversionary int rest; Of..................................................... ................................... .,.............................. 0 [iJ d. receive the promise for ife of either payments, benefits or care? ...................................................................... 0 ~ 2. If deeth occurred after D mller 12, 1982, did _enl transfer property within one year of dealh without receiving adequate consideration? .............. ............................ ............................................. .................... 0 ~ 3. Did decedenl own an "in sl fo~ or payable upon death bank accounl or secunty al his or her death? .............. 0 ~ 4. Did decedenl own an Ind. ual Retiremenl Accounl, annuity, or other non-probate property which contains a beneficiary desi nalion? ............................................................................................................... ........ 0 ~ IF THE ANSWER TO ANY OF THE ABO E QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare !hat I have examined this m, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, co and complete. Declaration of preparer other than !he pel50llal representative i based on all information of which preparer has any knowledge. SIG'!!1l;V,R N RES S BlE FOR FliNG RETURN ADDRESS For dates of death on or after July 1, 1994 and [72 P.S. ~116 (al (1.1) (Q). For dales of deeth on or afler January 1, 1995, e tax rate imposed on the net value of transfers to or for the use of the surviving spou is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a su .ng spouse from tax, and the statutory requirements for disclosure of assets and tiling a return are still applicable even if the surviving spouse is the ooly beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfe from a deceased chid twenty-<lne years of age or younger at deeth to or for the use of natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~ll6(a (1.2ll. The tax ral. imposed on the net value of transfers 0 or for the us. of the decedenfs lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9 16(1.2) [72 P.S. ~9116(a)(1)J. The tax rate imposed on the net value of trans! to or for the use of the decedenfs ~blings is 12% [72 P.S. ~9116(a)(1.311. A sibling is defined, under Sectioo 9102, as an individual who has a1least one parenl in common . the decedenl, whether by blood or adoption. January 1, 1995, the tax rate imposed on the net value oftranslers to or for the use of surviving spouse is 3% REV-1S08 EX+ (6-98) .. SCHEDULE E COMMONV\IEALTH OF PENNSYLVAN i" CASH, BANK DEPOSITS, & MISC, INHERITANCE TAX. RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Margaret G. Ratcliff 21-04-484 lndu e the proceeds of litigation and the date the proceeds were received by the estate. AllpI"O p,rty jointly-ownad with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Checking Account PSEC 0458482601 13,608.36 2 Refund from AFLAC Insu ance 1,630.38 3 Refund I cancellation insu ance 56.57 4 Refund from apartment c( mplex 389.00 5 Refund I All Stale 9.94 6 Refund magazine subscri mon 21.99 7 Refund I Publishers Clea ngHouse I 10.74 8 Refund PA Employee Be efitTrust 622.11 TOTAL (Also enter on line 5, Recapttulation) t 16,349.09 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12.991. SCHEDULE H COMMONWEALTH OF PENNSYLVANI FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF ALE NUMBER Margaret G. Ratcliff 21-04-484 Debts of decedent must be reported on Schedule L ITEM NUMBER DESCRIPTION AMOUNT "- FUNERAL EXPENSES: 1. Neill Funeral Home 5,919.40 2 Ministe(s Honorarium 100.00 3 Funeral FIo_s 132.50 B. ADMINISTRATIVE COSTS: ,. Personal Representative's tommissions 786.39 Name of Personal R presentative(s) Carol Shaw Social Security Num ~r(s)/EIN Number of Personal Representative(s) - Street Address 19 South Franklin Street City Harrisburg State P A Zip 17111 Year(s) Commission Paid: 2004 2. Attorney Fees 500.00 3. Family Exemption: (If decal ent's address is not the same as claimant's, attach explanation) Claimant Street Address City State .Zip Relationship of Clai ant to Decedent 4. Probate Fees 358.79 5. Accountant's Fees 6. Tax Return Preparer's Fee 7. I TOTAL (Also enter on line 9, Recapttulation $ 7,797.08 (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-03) * SCHEDULE I COMMONWEAl.TH OF PENNSYLVANIA DEBTS Of DECEDENT, INHERITANCE TAX RETURN MORTGAGE UABIUTIES, & UENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Margaret G. Ratcliff 2 -04-484 Report debts Incurred by the doc ~ prior to death which remained unpaid as of the date of death, Including unl'8lmbursed ~Ical expen.... ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Conner Rich Associates /nedical bills) 67.45 2 Med4 (medications 141.58 3 Reimbursement for AFI...l ~ Long Term Care Insurance Premium paid by John Savage, son (loan by son 1,920.60 .... ....^...^r\ . TOTAL (Also enleron line 10, Recapitulation) $ 2,129.63 (If more space is needed, insert additional sheets of the same size) REV.1513EX>19.ooj .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE .. BENEFICIARIES ESTATE OF Margaret G. Ratcliff NUMBER I NAME AND ADDRE ~ OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTiONS pncl de oubight spousal distributions, and transfelS under 's... 9116 (01 (1.2)] Gary Savage, 25 Steffie Drr.., MI. Wolf, PA 17347 1 2 John Savage, 2259 Harper House Road, Four Oaks, N.C. 27524 3 Virginia Savage, 101 Rose ~ane, Frisco, Texas 4 Nancy Buckwalter, 901 Col nial Club Drive, Harrisburg, PA 17112 5. Carol Shaw, 190 South Frl klin Street, Harrisburg, PA 17109 RELATIONSHIP TO DECEDENT Do Not Us, Trustee(s) FI E NUMBER 2 -04-484 AMOUNT OR SHARE OF ESTATE son , 0.20 I son 0.20 daughter 0.20 step.<laughter 0.20 step-daughter 0.20 ENTER DOLLAR AMOUNTS FO DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 16, AS APPROPRIATE. ON REV-I500 COVER SHEET n NON-TAXABLE DISTRIBUTION ; A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ElECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVER MENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTE TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 (If more space is needed, insert additionai sheets of the same size) RAYBILL & W I S E , P.c. ATTORNEYS AT L W Kenneth A. Wise, Esq. arbara G. Graybill, Esq. May 3, 2005 Register of Wills , Cumberland County ourthouse 1 Courthouse Square Carlisle, Pennsylvani RE: Margaret G. Ratcliff ce Tax Return Filing Fee Enclosed plea find the $15.00 filing fee for the inheritance tax fo which we submitted last week. Thank you for our assistance in this matter. Sincerely, Enclosures 126 Locust Street. P.O. Box 11 89. Harrisburg, PA 17108-1489. Phone: (717) 238-38 8 Fax: (717) 238-3816 www.thewiselawyer.com 07-25-2005 RATCLIFF 05-0<'-200<' 21 0<,-0<,8<, CUMBERLAND 101 APPEAL DATE: 09-23-2005 ( See reverse side under Objections) AnIoull't ReIIl:i.ttedl I 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~;-iX-iFP-(03:0si-NOTicE-OF-iNHERiTiNCE-Tix-ipPRAiSEHENT:-iLLOWANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MARGARET G FILE NO. 21 0<'-0484 ACN 101 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXElk0~ -""-:-: r cM'l'I!AISEHENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISI'" ",':">I',,~,,',, ',',"DF,',DEDUCTIONS AND ASSESSHENT OF TAX PO BDX 2.8Q601 HARRISBURG PA 11128-0601 1";<1 Li.. DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN "! >')") J" _ ,_._ t': ~ ' )',; 1"). "')"""7 l..' c: i !r'\; [:::"/ 0.~-e-, BARBARA G GRAY:!litl GRAYBILL & WISE PO BOX 11<,89 HBG .~ ~~,-, ESCI PA 17108 ESTATE OF RATCLIFF *' REV-1547 EX AFP (06-05J MARGARET G TAX RETURN WAS, I X) ACCEPTED AS FILED I } CHANGED DATE 07-25-2005 I~ an asses..ent was :i.ssued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect ~i9ures that include the total o~ Abb returns assessed to date. ASSESSMENT OF TAX: 15. AIIOW1t of Line 14 at Spousal rate U.5l 16. A.ount of line 14 taxable at Lineal/Class A rat. (16) 17. AllOUnt of Line 14 at Sibling ..t. Iln 18. Anount of Line 14 taxable at Collateral/Class Brat. (18) 19. Principal rax Due D RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule 8) 3. Closely Held Stock/Partne~ship Interest (Schedule C) 4. Nortgages/Hotes R.ceivable (Schedule D) S. Cash/Bank Deposiis/Misc. Personal Property (Schedul. E) 6. Jointly Owned Propo~ty ISchedula F) 7. Transfers (Schedule G) 8. Total Assets Il} IZ} 13} 14} 15} 161 In .00 .00 .00 .00 16.349.09 .00 .00 IS} APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/AdD. Costs/Misc. Expenses (Schedule H) 10. Dabtsl110rtgege Liabilities/Liens ISchedul. IJ 11. Total Deductions 12. Net Value of Tex Return 13. Charitabl./Gov.r~ntal 8equestsj Non-elected 9113 Trusts 14. Net Value of Estate Subject to Tax 7,797.08 19J 1l0} 2.129.63 Ill} IIZ} 1l3} U4} (Schedule J) NOTE: .00 X 6,<'22.38 X .00 X .00 X AIlOUNT PAID 289.01 DATE 05-02-2005 IM1BER CD005277 INTEREST/PEN PAID I-} .00 BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-03-2005 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ~ . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION Of ADDITIONAL INTEREST. NOTE: To insure proper credit to your account, subIt:lt the upper portion of this forll with YOW'" tax payaent. 16,349.09 Q.9'" 71 6,422.38 .00 6,422.38 00 = 045 = 12 = 15 = .00 289.01 .00 .00 289.01 1l9J= 289.01 .00 3.44 3.<'4 I IF TOTAL DUE IS LESS THAN $1, NO PAYKENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS " "CREDIT" ICR}, YOU KAY BE DUE A REFUND. SEE REVERSE SIDE OF TNIS FORH FDR INSTRUCTIONS,} Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/29/2006 GRAYBILL BARBARA 126 LOCUST STREET PO BOX 11489 HARRISBURG, PA 17108-1489 RE: Estate of RATCLIFF MARGARET G File Number: 2004-00484 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: 5/04/2006 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 Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/29/2006 SHAW CAROL ANN 190 S FRANKLIN STREET HARRISBURG, PA 17109 RE: Estate of RATCLIFF MARGARET G File Number: 2004-00484 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: 5/04/2006 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, G~~~ Clerk of the Orphans' Court cc: File Counsel In Re: Estate of RA TCLIFF MARGARET ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2004-00484 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: SHAW CAROL ANN Counsel for Personal Representative: GRAYBILL BARBARA Date of Decedent's Death: 5/4/2004 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: 5/31/2006 b~~ffiJ~ Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File In Re: Estate of RA. TCLIFF MARGARET ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2004-00484 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: SHAW CAROL ANN Counsel for Personal Representative: GRAYBILL BARBARA Date of Decedent's Death: 5/4/2004 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: 5/31/2006 .kA~~J~ Glenda Farner Strasbaugh U Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File _.... D . .-1 . ". ~ ,'. ;.~. ,; f #'::-':- ; ,,- . .' , ;" rn ;;;;JII'r~'.~~'1111!l{I']I~'Jr'11.'lij~ j:<nlW~j'I'fI^'W;f"'.lJ~"', I ~ I .' _..._,.__~__.________j ~ L.__.___'____'__:~--~- I 'c/.I fA hi CU (II} Postage f-.-------~ l e fk r ru Certified Fee \ I.. CI \'-------1 CI Retum R"ceipt Fe,: I ! CI (Endorsement Required;, CI Restricted Delivery Fe" \--...-.------.~ 1 ru (Endorsement ReqUired; ~--,.~._-".._--1 ~ Total Poslage & Fees !..~._.____.._.-._J Postmark Here 04-04YAJ '111 ad-f cL 0,1 &r00 U1 --.-------------' g Mafo/"'{U)f) Jh ILl0'. . . ......._.m'" l'- I Sireei. 'Apt No.; , or PO Box No rC;t\,~-St8te~Zrp+&' 1 i ~:l~\li'j'lr'I1Ti1~""" i I \ -~~~~.~"~1 P;(HHfil'I~:1\~ .-1 CI [T" rn U1 ~~ni,.Ni'.If.ll.ljll! ti('I.t:'lnill.]II" 11;nirti41",lfal"lj'I~>i'JI' "'.. .-11 ..Il ,.-.--. .:r U.S. Postal ServiceTN ' - CERTIFIED MAll.tM RECEIPT (Domestic Mall Only; No Insurance Co~ Provldtld) ru CI CI Cl Cl ru co .-1 L.O Cl Cl l'- 1 1 .....-..-.----------.1------.... -. .......-.-.l-----..-.--~----.-_...~ Postage ~____.__._____~ 0. I A /7 t t'UI ry Certified F~e t-' I.'. Ie Ilfr- ---------1 Postmark Return Receipt Fee 1 Here (Endorsement Required) ~..__...________._._J 0 i i _ 0.'''/ . ('/~. I . Restrfcted Delivery Fee , ~ '7' "7"' ~ . (Endorsement R"Guired; ~__..____ .____1 m a I / f Tot,,1 Postage 1\ Fees !Jl._________..__.J b - I it? -/J " c=.-=-----.--------.------, Isenl"~v-b. - ,- Lv. ' / r.' i Ii. ". m... ..~\-..... ~L!?J. - .OJ tlP..i2/ '/';1' ... Lc~//._ ....' .... ....Ii "treer, Ap.. No.; ',/.. or PO Box No i ~.... H. .... .... .............. .. .... m'm"'... ........ ...... ....... _....... .h j I City. State. ZJP....4 I fOS f'otm 3800, June 2'002 . llI'lle 'or ItIStI1ll:t(ll IMn~W n<lli"'" 01-- t)4.?/~ ~. ...'/'.. /1. (":I. ~ . "Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court County of Cumberland One Courthouse Square Carlisle, P A 17013 ( , C.J (lJ SENDER: COMPLETE THIS SECTION COMPLETE THIS SECTION ON DELIVERY . Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mailpiece, or on the front if space permits. 1. Article Addressed to: C(ifN afJ/) JtJ{Ut/ - 1 . . It!LI S Frtl/)k/l/7 St Hll/nshuf:}; Pfl I 7 It) q 3. See Ice Type ~ Certified Mail D Registered D Insured Mail D Express Mail D Return Receipt for Merchandise DC.a.D. 4. Restricted Delivery? (Extra Fee) DYes 2. Article Number (Transfer from service label) 7005 1820~DOD24615,3871 PS Form 3811, February 2004 Domestic Return Receipt 102595-D2-M-1540 G RAY B ILL & W I S E , P.C. ATTORNEYS AT LAW Kenneth A. Wise, Esq. Barbara G. Graybill, Esq. STATUS REPORT UNDER RULE 6.12 Cumberland County, Pennsylvania Name of Decedent: Margaret G. Ratcliff Date of Death: May 4, 2004 2004-00484 PA No.: 21-04-0484 Will No.: Pursuant to Rule 6.12 of the Supreme Court Orphan's Court Rules, I report the following with respect to the completion of the administration of the above captioned estate: 1. State whether administration of the estate is complete: YES ~ NO 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is yes, state the following: a. Did the personal representative file a final account with the court? YES NOX b. The separate Orphan's 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. Date: August 1, 2006 ~ tii rG 1L/4 DGf ;,~( 0, ( Yci~ PI (;~ Barbara G. Graybill, #39 59 ! 7 GRAYBILL & WISE, P .C. 126 Locust Street PO Box 11489 Harrisburg,PA 17108-1489 717-238-3838 ZQ:a G- c;,\\~L )....u Counsel for Personal Representative ,,- . ' ( .", ,r',', '" """"'::1.."--'-1"'1' 4" 8;-9' ,; H . b PA 171 08-1489 e Phone: (717) 238-3838 Fax: (717) 238-3816 126 Locust Streeue-iJl:0: bOX · arns urg, . d' www.thewlselawyer.com ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/07/2006 DANIELS WILLIAM S ONE W HIGH STREET STE 205 CARLISLE, PA 17013 RE: Estate of MILLER VERYL C File Number: 2003-00484 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. I, 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: 4/22/2006 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 Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) v~