HomeMy WebLinkAbout03-0231BUREAU OF INDIVIDUAL TAXES
INHERTTANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
DEBORAH ANN HANK
6ql CORN HILL RD
ETTERS
COMMONNEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF /NHERITANCE TAX
APPRAISENENT, ALLONANCE OR DISALLO#ANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'04 FEEl25 ~8:30
PAL./~i9 :~-, -~ourt
Cumbe,-~a~c~ Co., PA
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
Ol-12-ZO0q
NACKLISH
05-10-2005
Z1 05-0251
CUMBERLAND
101
Amoun~ Rmni ~:*l:ed
REV-I;~7 EX AFP (01-05)
IRENE L
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR
DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NACKLISH IRENE L FILE NO. 21 03-0251 ACN 101 DATE 01-12-Z00~
TAX RETURN ~/AS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es~a~e (Schedule A) (1)
2. S~ocks and Bonds (Schedule B) (2)
$. Closely Held S~r,ck/Per~narship In~aras~ (Schedule C) ($)
q. Mortgages/No,es Receivable (Schedule D) (q)
5. Cash/Bank Deposits/Misc. Personal Propar~y (Schedule E}
6. Join*ly Owned Propar~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To,al Assa~s
APPROVED DEDUCTIONS AND EXEMPTIONS:
9 Funeral Expenses/Ada. Cos~s/Hisc. Expenses (Schedule H)
10 Dab,s/Mortgage Liabilities/Liens (Schedule I)
11 To~el Deductions
12 Ne~ Value of Tax Ra~urn
99/500.00
.00
.0o
.00
5/829.11
.00
.O0
(8)
15,521.27
(10)
NOTE: To insure proper
cradi~ ~o your account,
subai~ ~ha upper portion
of ~his fore wi~h your
*ex payment.
iq
NOTE:
ASSESSMENT OF TAX:
15. Aaoun~ of Line 1~
16. Aaoun~ of Line iq {axabla a{ Lineal/Class A re~e
17. Aeoun~ of Line iq
18. Aeoun~ of Line lq ~axeble
19. Principal Tax Due
TAX CREDITS:
~ PAYMENT RECEiI~ i D/SCOUNT (+)
DATE NUNBER [NTEREST/PEN PA/D (-)
12-05-2005 CD005501 .00
105,329.11
q,205.59
(ii) 19
(12) 83,602.q5
.00
85,60Z.q5
18 and 19 Nill
Chari{abla/Governaan~al Bequests; Non-alac{ed 9115 Trus{s (Schedule J) (15)
Ne{ Value of Es~a~a Sub~ac~ ~o Tax (iq)
If an assessment was issued previously, lines lq, 15 and/er 16, 17,
reflect figures that include the total of ALL returns assessed to date.
(is) .00 x O0 = .00
(16) 85,602.q5 x Oq5 = 5,762.11
(i?) .00 x 1Z = .00
(i8) .00 x 15 = .00
(19)= $,762.11
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AMOUNT PAID
q,q77.50
TOTAL TAX CREDIT q,q77.50
BALANCE OF TAX DUEI 715 59CR
INTEREST AND PEN. O0
TOTAL DUE 7i5 59CR
( IF TOTAL DUE IS LESS THAN $2, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU flAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION:
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADHZN-
ISTRATZVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decadents dying on or before December 12, 1981 -- if any future interest in the estate Js transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate far
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
Ta fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of 2000. (72 P.S.
Section 91qO).
Detach the top portion of this Notice and submit with your payment to the Register of NilIs printed on the reverse side.
--Make check or money order payable to: REGISTER OF NZLLS, AGENT
A refund of a tax credit, ahich was not requested on the Tax Return, may ba requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS15). Applications ara available at the Office
of the Register of NilZs, any of the Z$ RJvanua District Offices, or by calling the specie! Iq-hour
ensnaring service for forms ordering: 1.800-$61-Z050~ services for taxpayers with special hearing and / or
speaking needs: 1-800-q~7-3010 (TT only).
Any party in interest nat satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest} as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. ZS10Z1, Harrisburg, PA 17118-1011,
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
OR
1981
1983
1984 llZ .OOO$Ol
1985 15g .0D0356
1986 lOX .O00ZTq
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone [7173 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (5) calendar months after the decedent's death, a five percent (513 discount of
the tax paid is allowed.
The 1S2 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 is charged beginning aith 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 per annum calculated at a daily rate of .00016~. All taxes which became delinquent on and after
January 1, 198Z will bear interest at a rate ahich alii vary from calendar year to calendar year with that rate
announced by the PA Dapart~ant of Revenue. The applicable interest rates for 198Z through Z003 ara:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
Z02 .000548 1987 92 .000147 1999 72 .00019Z
161 .000438 1988-1991 llZ .000301 ZOO0 81 .000Z19
1992 91 .000147 ZOO1 92 .OOOZq7
1993=199q 72 .00019Z ZOO2 62 .000164
1995-1996 92 .O00Zq7 2003 SZ .000137
X NUNBER OF DAYS DELZNQUBNT X DAZLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (1S) 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.
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of ~1~' ~ub_.. ! [~t)~-O'OlSrl No.
also known as To:
Social Security No. I ~ q - a(3 - ~ q q Ceceased.
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of a.g.e or older an the execute- i ~
in the last wilt of the above decedent, dated ,J O t.?, ~ I 3-14
and codicil(s) dated
Register of Wills for the
County of ~' U ~.. ~ ~ .g b ~ nD in the
Commonwealth of Pennsylvania
named
,19°~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Q ~ ,rtl lq~ P. I Pt to"0 County, ~Pennsylvania, w_it_h
h e c' last family or principal residence at ~5~'[('~0'15 i lx/Gq'O cd ~ ~ i q ~-_ C grm O [4 ~c.c,.~[q
CO~ ~g. q t-C~_ tU - ' - tnO~l '
(list street, number and muncipality)
Decendent, then -~ ~ ~years of age, died ~ ¢I ~( ~ I CTT t4 , ~,
Except as follows, decedent did not marry, was not d~vorced 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
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Penn. sylvania
situated as follows:
C4hmp
$ n. firr~o,oo
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters ~'¢ bT0 in o~ ~o c ~
% .
(testamentary; admimstranon c.t.a.; administration d.b.n.c.t.a.)
theron.
Sworn to or affirmed and subscribed
before me this 14th day of
MARCH 2003
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OF CUMBERLAND
]
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
i-1- Io~- "1
No. ,,Qt--Oa-a~ !
Estate Of IRENE L WADDISH , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW MARCH 17, 2003 ~[~[ , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated 7-11- ] 985
described therein be admitted to probate and filed of record as the last will of
IRENE L WADDISH ;
and Letters TESTAMENTARY
are hereby granted to DEBORAH ANN WADDISH N/K/A DFBORAH A HANK
FEES
Probate, Letters, Etc .......... $ 1 ] 5.00
Short Certificates( ) .......... $ !2.00
~i~x..e.x.t.r.a..p.a.ge.$.. $12.00 -
jcp $10.00
TOTAL ~ $ !/19_00
Filed. 3-17-2003
mat ~ 6~' 't'6 '6k~'d '3'-'1'7-200'3 ...........
\ Register of WiLls
A'I-FORNEY (Sup. Ct. I.D. No.)
ADDPd~SS
PHONE
his is to certiO, that the infbrmation 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 ................
~~.'~ Local Registrar
9 0 9 3119
No. Date
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
(Coroner)
STYE FILE NUMBER
NAME OF DECEDENT (First, Middle, Last) 'I'SEX [SOCIAL SECURITY NUMBERSEX SOCIAL SECURITY NUMBER ]DATE OF DEATH (Mo~th, Day.
Irene L Waddtsh ~.F~e~a~l_e__~:.. 184-20.-3499 ]4. March 10, 2003
75 ,.. 1927 kMt. Carmel [~..~.~ ~o~,.,~.,I-1 ~o~g] / ~[3 R.,~.=.~
Cumberland Lower Allen lc. 18 Kensin~ton Drive .0~--{-q.~,,,~c~.. ~'~'""''"
- ,T'""'"~"~ .... [,~. white
own home ,,. "'~ '-~' ,,. /(°"Il2 ("~+) .~idowed {
~c~DE.,,s Pa. Lower Allen
,~.~ Cumber land ~' ,,,.~ .,~.~,..~
,,. Louise Wolf5ang
[~, 41 Corn Hill Road Etters, Pa. 17319
-~ ........ ' ..... {~"-- I 4855 Londonderry Rd
~{,,~ 3-13-2003 {,,cW°°dlawn Memorial I,,~ HarrisburK, Pa
' ILmEN~ NUMBER ' I~ME ~DA~"~ OF FAmLIw ' 1334 N ~nd
--' I,~.~ I~lt~ Im. Neumver Funeral Home Inc. Harris6urR,'P
house duties
18 Kensington Drive
Camp Hill, Pa. 17011
Charles Klawitter
Deborah A. Hank
~.o~OF~.~--~ c,..~m R ....
Occlusive Coronary Artery Disease
DUE TO (OR AS A CONSEQUENCE OF):
DUE TO (OR AS A CONSEQUENCE OF:I:
DUE TO (OR AS A CONSEQUENCE OF):
I~S AN AUTOPSY IW~RE AUTOPSY FINDINGS MANNER OF DEATH,~ iDATE OF iNJURY iTiME OF iNJURY
~ su~ck~ [] c-,~a mx be ~mine~ [] {~L~,O~c' . (spec,h,)
IDDM
'MEDICAl. EXAMINER/CORONER
OnthebllilofexlmlnMIonlnd/orlnveltig~tlon, nmyopMIon, deathoccurredltthetlml dill lltdplKI lnddu®tothlclule(i)lnd
rmmnm-., mined ............................................................. '....: ........: ................ ,,,.,.. ~
Coroner
I DATE SIGNED (Mo~th, Day, Yea0
,,.. }3,, March Il, 2003
NAME ~.D ^DDEESS OF ~RSO. W.O CO"~'LETEO CAUSE OF DE~.
(ttem 27) Type or Prinl Michael Lo Norris, Coro~ter
6375 Basehore Road, Suite ~1
3,_~_____ Mechanicsburg, Pa. 17050
DATE FILED (Monlh, Day,
i..
INJURY AT WORK?
SAIDIS & GUIDO
26 w. High Street
Carlisle, Pa.
LAST WILL AND TESTAMENT
OF
IRENE L. WADDISH
I, IRENE L. WADDISH, of Lower Allen Township, Cumberland
County, Pennsylvania, being of sound and disposing mind, memory
and understanding, do hereby make, publish and declare this as
and for my Last Will and Testament, hereby revoking all other
Wills and Codicils heretofore made by me.
FIRST
I direct the payment of my debts and expenses of my last
illness and funeral from my estate as soon after my death as con-
veniently may be done. If there be no cemetery lot available for
my interment owned by me at the time of my death, I authorize my
personal representative to purchase such cemetery lot with a con-
tract for perpetual care, using therefore funds from my estate in
such amount as he shall consider necessary and desirable, and I
authorize my personal representative to cause title to or owner-
ship of such lot so purchased to be vested in such person as my
personal representative shall designate.
Further, I authorize my personal representative to
expend funds from my estate, in such amount as my personal
representative shall consider necessary and desirable for the
purchase, erection and inscription of a suitable marker for my
grave.
SECOND
I give, devise and bequeath all the rest, residue and
remainder of my estate in equal shares unto my children, CLARENCE
E. WADDISH, JR., DEBORAH ANN WADDISH and DEANNA I. WADDISH, or th
SAIDIS & GUIDO
26 W. High Street
Carlisle, Pa.
survivors of them.
THIRD
I direct that any and all inheritance, estate, and transfer
taxes imposed upon my estate passing under this Will or otherwise
shall be paid out of the principal of my residuary estate.
FOURTH
In addition to the powers conferred by law, I authorize any
personal representative acting under this instrument, in his or
her absolute discretion:
(a) to retain in the form received, or to sell either
at public or private sale any real or personal property;
(b) to invest and reinvest in all forms of property
without being confined to legal investments and without
regard to the principal of diversification.
(c) to exercise any options to subscribe for stocks,
bonds or other investments;
(d) to join in any plan of lease, mortgage, consolida-
tion, exchange, reorganization or foreclosure, of any cor-
poration in which my estate or any trust may hold stocks,
bonds or other securities;
(e) to sell, transfer, convey, mortgage, pledge,
lease or exchange any property, real or personal, which
at any time may form part of my estate, for the payment
of debts or taxes, or for any purpose of administration
or distribution, for such prices and upon such terms
as my personal representative, in his sole discre-
tion, may deem wise, and to execute and deliver deeds
of conveyance or transfer thereof;
SAIDIS & GUIDO
26 W. High Street
Carlisle, Pa.
(f) to make settlements and compromises on such
terms as my personal representative in his sole dis-
cretion may deem wise without the necessity of ob-
taining any court approval thereof;
(g) to make distribution hereunder either in
cash or kind, as my personal representative in his
discretion may deem wise.
FIFTH
I do hereby nominate, constitute and appoint my daughter,
DEBORAH ANN WADDISH, to act as Executrix, of this my Last Will anl
Testament. Provided, however, that if she is unwilling or
unable to act as Executrix, I direct the duties of Executor be
performed by CLARENCE E. WADDISH, JR.
SIXTH
I direct that no personal representative, guardian, trus
or other fiduciary appointed under this instrument shall be
required to give bond for the faithful performance of their
duties in any jurisdiction.
IN WITNESS WHEREOF, I, IRENE L. WADDISH, have hereunto set
my hand and seal to this my Last Will and Testament, consisting
of three typewritten pages, the first two of which bear my
in identification, this //~ day
signature
the margin for
198~.
Signed, sealed, published and declared by the above-named
Testatrix, IRENE L. WADDISH, as and for her Last Will and
Testament in the presence of us, who have hereunto subscribed our
SAIDIS & GUIDO
26 W. High Street
Carlisle, Pa.
names at her request as witnesses thereto, in the presence of
said Testatrix and of each other.
f
ADDRESS
17013
4
SAIDIS & GUIDO
26 w. High Street
Carlisle, Pa.
CO}~ONWEALTH OF PENNSYLVANIA :
:
COUNTY OF CUMBERLAND :
SS
WE, IRENE L. WADDISH , JAMES K. JONES and
CAROLYN WISE , the Testatrix and witnesses, respectively
whose names are signed to the foregoing or attached instrument,
being first duly sworn, do hereby declare to the undersigned
authority that the Testatrixsigned and executed the instrument
as ~r Last Will and Testament and that she signed willingly
and that · e executed as her free and voluntary act for the
purposes therein expressed, and that each of the witnesses,
in the presence and hearing of the Testatrix signed the Will as
witness and that to the best of~ir knowledge the Testatrix was
at the time 18 or more years of age, of sound mind and under no
constraint or undue influence.
Wad~/~~s tatr 1
J~es K. Jones /J/~itneSs
Carolyn ~ise Witness
Subscribed, sworn to and acknowledged before me by IRENE
L. WADDISH
the Testatrix , and subscribed to and sworn
or affirmed to before me by JAMES K. JONES and
witnesses, this /SC~day of ~F/~'~.
CAROLYN WISE
, 198~
SEAL
" No-t ary~Pd.b ]~,.d
KANDI t. LENKER, Nofary t, ub,C
Carlisle. Cumberland Co., Pa.
My CommksJon Expires Feb. 20, 1989
LAST WILL AND TESTAMENT
OF
IRENE L. WADDISH
LAW OFFICES
SAIDIS & GUIDO
P. O. BOX 560
26 W. HIGH STREET
CARLISLE, PENNA. 17013
PHONE (717) 243-6222
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
?'R nE L,
Date of Death:
Will No. '~t(gQ, O03- 00~,.'3 I Admin. No.
o~oo3- oo~81
To the Register:
I certify 'that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on ,pr mailed to the following beneficiaries of the above-captioned estate on ~_~' [O ' 03 :
Name Address
17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Signature
Name
Addressbq[ GM 14 11
Telephone ~ {] q3~5°2~(~5'7~
Capacity: /Personal Representative
Counsel for personal representative
IEV-1500 EX (6-00)
~ COMMONWEALTH OF
~ '..~j~ ~ PENNSYLVANIA
· ,~,~"~-~,-~-~l~,m DEPARTMENT OF REVENUE
~ ,~r,,,~,.~ ~&~, ~,,~ ,~ DEPT. 280601
,.~ HARRISBURG, PA 17128-0601
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REV-I$O0
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
DAT~'(~F DEATH (MM-DD-YEAR)j ' i DATE OF BIRTH (MM-DD-YEAR)
03- lO-aCC3 / O~-- ~q- Iq
APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
OFFICIAL USE ONLY
FILE NUMBER
& I_-_Q 3_ _023_ L_
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
I Sq - aC - 3qqfi
THIS RETURN MUBT BE FILED IN DUPLICATE WITH THE
RECISTER OF WILLS
SOCIAL SECURITY NUMBER
[~"1. Original Return
[-~4. Limited Estate
]"6. Decedent Died Testate (Attach copy of Will)
~--~9. Litigation Proceeds Received
E~]2. Supplemental Return
E~4a. Future Interest Compromise (date of death after 12-12-82)
]7. Decedent Maintained a Living Trust (Attach copy of Trust)
[~10, Spousal Poverty Credit {date of death between 12-31-91 and 1-1-95)
[~3, Remainder Return (date of death prior to 12-13-82)
E~5, Federal Estate Tax Return Required
O 8. Total Number of Safe Deposit Boxes
[]11. Election to tax under Sec. 9113(A) {Attach Sch O)
FIRM NAME (IfApplicable) ~'~-)0 ~'~J ~.
TELEPHONE NUMBER
COMPLETE MAILING ADDRESS
E_.--'cFEe8 ,gR ~"13~ci
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
E~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13.
sq, 5CO. OQ,.,-
f~O ~ E
J
(8)
q
I
(11)
(12)
(13)
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE EATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2) x .0 (15)
16. Amount of Line 14 taxable at lineal rate ~ ;:~1 ~ '1''~5 x .0~'~ (16)
17. Amount of Line 14 taxable at sibling rate ___-- x .12 (17)
18. Amount of Line 14 taxable at collateral rate ___-- x .15 (18)
19. Tax Due (19)
20. F~ - .... ii ,- - ii ~ , - i~i · ,~ i~ .,,.v ~
I
Decedent's Complete Address:
STREET ADDRESS I~ !<'EC35ilt)GTOCJ I'J")R
C,T¥ C_a mp
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments L~
C. Discount '
3. Interest/Penalty if applicable
D. Interest
E. Penalty
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(1)
Total Credits ( A + B + C ) (2)
Total Interest/Penalty ( D + E )
z,P 1'9 CI I I
(3)
(4)
(5)
(5A)
(5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .......................................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ............................................ [] []
c. retain a reversionary interest; or .......................................................................................................................... [] []
d. receive the promise for life of either payments, benefits or care? ...................................................................... [] []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. [] []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE 6 AND FILE IT
AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
ADDRESS
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
I1-1-I-(')3
DATE
ADDRESS
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive paren
or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedenrs siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as a
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502EX * (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
ZE~e:fu,5 L U,)Ct'b"~6a
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
~Ru (~STRT~
NUMBER
DESCRIPTION
t%
C. RmP t4 t~-~ PR
TOTAL (Also enter on line 1, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
SS, 500. O0
$ qcl 5oo.o0
REV-1503 E~ + (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
FILE NUMBER
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
i'UO
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX * (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship roust be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
ILO,
il.
HOLD ~'T~: fr~ -
V c...R l ~o~
iR~
TOT R L
T o-f i~ L
I
I
.0"1
,~00.00
as,oo
too ,o0
%o .co
TOTAL (Also enter on line 5, Recapitulation) $ 3 ~ "~, L I
(If more space is needed, insert additional sheets of the same size) '
EV-1511EX * (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
5.
6.
7.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Persona~ Representative (s) ~C t~o~ ~ ~ R R
Social Security Number(s)/EIN Number of Pe~onal Representa~ve(s)
Street Address GNi CoR~ ~ I~ ~oRb
Ci~ ~ ~ ~5 State
Year(s) Commission Paid:
Family Exemption: (If de~denffs a~ess ~s not the same as clai~ant's~ a~ach explanaaon) Claimant ~ O~ ~_
Street Address
City State Zip
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees 0,,)0 fU ~
Tax Return Prepareds Fees (~0 (t/~
(1JOTR Ru,
q, ri ~G.'I 3
'-I, ~S 5, OH
t 5O
TOTAL (Also enter on line9, Recapitulation) $ j ?~- ._~j~, j , ~.'-'J
(If more space is needed, insert additional sheets of the same size) ~
REV-I,513 EX+ (9-00~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
RELATIONSHIP TO DEOEDENT AMOUNT OR 8HARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not ListTrustee(s) OF ESTATE
I
1.
II
1.
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
I
.53,33
33,33
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
"bou RT~oi,J OF CLOTH ~ C,-
TOTAL OF PART I! - 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)
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
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1.
lq.
TR'Xts- (Lau~u-ro, s~1~.53
QH ~cK$ - Strn6~D.s I 5T
q~e-Hoau ~
sqq
OJt~sPRP~& I'~-Os- S.._v(.rulAJe ~¢,.uJ55'10,05
~F~ou.J,~G- ~99F<o'1, bi Rc~ LAL~CJ 3-10-03 To 'i~t;q-~. OF
5RL'-L or: PKOPf. t(T~ ON IO-O..~-O,~ ~O x':~55 ProC,, nnotui/UC-
RaaK~ ,'TP,,IP5 7o fi-TFOC, tJt-~
q0.50
5O ,00
q.oo
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
November 17, 2003
Register of Wills for Cumberland County
CourtHouse
Carlisle, PA 17013
File #21-03-0231
Estate of Irene L Waddish
Date of Death: 03-10-2003
Date of Birth: 06-17-1927
To Whom It May Concern,
Attached hereto is my final report in the above captioned Estate.
For your information w~ are attaching a copy of tl~ s~tllemcnl ~porl of Rea!
Estate of the Deceased on Octobex 3~ 2003 at which time attorney Waltexs has ce~fied
that he is withl~lding $4,477.51 from the Estate for payment of thc inheritance taxes
based on the full sale amount received from the sale of the property.
I sincerely hope that Attorney Wal~ers will promptly pay this amount so that the
Department of Revenue can refund the overpasanent to me for distribution to the heirs.
Very Truly Yom's,
Deborah^. Hank
Executrix
E~ of I~ L. Wa~
Cc:
Martell R Walters
A_-_omey At Law
M _~ng_be_rs ?F~_ra] C_~t U~___
5000 Louise Drive
Meehan~csb~g, PA t7055
L~.[~.etfle~ent ..c_ h.~rge?_
700. Tots! Sales/Broker's Commission based on price $
Division of Commission (line 700) as follows:
.7_0]_'_ t ...... :-- ..................
7_02,. $ ..................................... Lo.___
703. Commission paid at Settlement
704.
99,500.00 @ % =
Paid From
Borrower's
Funds At
Settlement
Paid From
Seller's
Funds At
Settlement
800. Items Payable In Connection With Loan
8or. L0,, 0r)gmat!o_n. Ee.~' ..... _7_5,000_.00 ................ _! .__0_0__%___M_E__MB____E_RS 1ST ..............
S02:. Loan..D!s _c0u~t_ .................. 7___5 ,_0. 0~0 ~ 0_ 0__ __ %
80__3_. Appraisal Fee to
89_5._. ~l~e.n.__d.~s~ I~.speg~io_ n_ Fee
80__6: M0d_ga.g~ Insurance Application Fee to
tO
807.~ Assu_mP[io_n Fee .......
808. APPLICATION FEE
809. UNDERWRITING FEE
MEMBERS 1ST ($325 P.O.C.) .
MEMBERS 1ST
81o. DOCUMENT PREP FEE MEMBERS 1ST
811,
812.
813.
750.00
75.00
275.00
90_i)_.' !te_m..~ .~e_q~i_[_e_d_ By Len_d_e__r..~_o- Be Pald_l_n_Ad_van_c_? Exclude last day In calcs - line 901
901. Interest from 10/3/2003 to 10/31/2003 @$12.842 /day
90_? .M_~_rtgage__!.n_s_u.[_a_n.c~?r~emi~_m' for months to
903. Hazard Insurance Premium for years to
904. years to
905.
372.42
!000' Reserves Oe_p°slt_ed W-lth L-e~d.e-r
1001. Hazard insurance 4 months@$
~ _0_0_2: _ M.o_r t_g ~g_e_ !_n_s_u_r_a~_c _e ......... months@$
1.0_03..Ci!~.p r_~p_~.rt_ ¥ t_a.x_ e_ s ................. months@$
19~4~ _C0_u[~!y prppe_rty t_ax~s .__9_ .......... mo_n_t _hs@$
1005. Annual assessments months@$
42.08 per month 168.32
per month
per month
33.48 per month 301.32
per month
lO08. SCHOOL TAX 5 months@$ 87.13 per month
1007. months@$ per month
1008. Aggregate Accounting Adjustment
435.65
-254.56
l_l__0~.~Tltle Chargers
1101. Settlement or closing fee to
1102. Abstract or title search to
1103. Title examination to
1104. Title insurance binder to
1105, Documentpreparafion -' to MURREL R. WALTERS, III, ESQ. 75.00
1106. Notary fees to CASH 8.00 6.00.
1107. Attorney's fees to
_(!.~cludes above items numbers: )
to MURREL R. WALTERS, III, ESQUIRE
1108. Title insurance
(I._n_c!udes_~bove items numbers: 1101-1104, 1108 PENN ATTORNEYS TITLE INS. CO. )
l~l__0_9_:.._L_en_d_er'$ c0x.e]-_age $ 75,000.00 endorsements 100, 300, 8.1
1110. Owner's coverage $ 99,500.00
1111.
933.75
1112.
1113.
l_20~0_...G~_v~r__nrnent Recording and Transfer Charges
1201. Recording fees: Deed $ 39.50; Mortgage $ 64.50 ;Releases $ 104.00
1.20_~_.__c_!~Lc_o__u_nt¥ t~a_x/__s_ta___mp_s: Deed $ .; Mortgage $
1203. Slate lax/stamps: Deed $ ; Mortgage $
1204.
1205.
t300. Additional Settlement Charges
!3_o_1.._S_u_~e_¥ to
~.3.0_2 .._~_e s_t_!_n_s_pection to
1303.
1304. PA INHERITANCE TAX REGISTER OF WILLS, AGENT 4,477.50
1305.
13'0s.-4~I~Q~F~-~E~/~'~JREFUSE LOWER ALLEN TOWNSHIP 73.35
1307,
i3o~. :T,~,X-CE~:FiF-IcA~ioN FEE BONNIE MILLER 4.00
1400. Total Settlement Charges {enter on lines 103, Section J and 502, Section K) 3,242.25 4,562.50
CERTIFICATION
I have carefully reviewed the HUD-1 Seltlement Statement and to the best of my knowledge and belief, it is a true..~nd accurate statement of all receipts and disbursements
on my accountor by me in this transaction. I further certify that I~have received a copy of the HUD-1 Settlem~tj~t~te~;::=~
~"~~ ~ d~ /~//S~,,er ~~'._~'~ __ '':3'r~--~ Borrower
-' ~- DEI~,H ~..-(-J~'J~K~ . //' -~GERALD~J'T'~I,~JR. ti J
__~ _~__. _ Seller __ Borrower
TO the bes) of~y knoy,,led~th~L~-l~Set[J~l~nt Statement which I have prepared is a true and accurate account of the funds which were received and have been or will
be disbu~g~,~-/p//~.~e sbTm~ent .this transaction.
· --~---Y 'V// .... L.~__ ' . ____ Settlement Agent Date
MEIVI~EIm,~'(!.S~ SETTLE~IENT SERVICES, LLC
WARNING: Il Is a crime to knowingly make false statements to the United States on this or any other similar form. Penalties upon conviction can include a fine and
imprisonment. For details see: Title 18 U.S, Code Section 1001 and Section 1010.
U.S. GG;'; ~,;~,,~;~IT pRINTII~3 OFFICE:
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003301
MEMBERS 1ST SETTLEMENT SERV
C/O DIANE M SMITH
5000 LOUISE DRIVE
MECHANICSBURG, PA 17055
fold
ESTATE INFORMATION: SSN: 184-20-3499
FILE NUMBER: 2103- 0231
DECEDENT NAME: WADDISH IRENE L
DATE OF PAYMENT: 12/03/2003
POSTMARK DATE: 1 2/03/2003
COUNTY: CUM BERLAN D
DATE OF DEATH: 03/1 0/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $4,477.50
TOTAL AMOUNT PAID'
$4,477.5O
REMARKS: DIANEM SMITH C/OMEMBERS 1ST
SETTLEMENT SERVICES LLC
SEAL
CHECK# 7963
INITIALS: SK
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF ZNDZVZDUAL TAXES
TNHERTTANCE TAX DIVISION
DEPT. 280601
HARRTSBURG, PA 17'1~'8-0601
DEBORAH ANN HANK
6ql CORN HILL RD
ETTERS
COMMONgEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
ZNHERZTANCE TAX
STATEMENT OF ACCOUNT
'04 t'lh 24
PA '175~;~:
DATE
ESTATE OF
DATE OF DEATH
FZLE NUMBER
.... O OUNTY
REV-1607 EX AFP
05-05-200q
WADDISH IRENE L
05-10-2005
21 05-0251
CUMBERLAND
101
Amoun~ Remi~ed [
HAKE CHECK PAYADLE AND REMZT PAYMENT TO:
REGISTER OF gILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To /nsure proper credi~ ~:o your account, submi~ ~:he upper portion of ~his fore wi~h your ~:ex payment.
CUT ALONG THIS LINE I~* RETAIN LONER PORTION FOR YOUR RECORDS ~
REV-1607 EX AFP (01-03) ~x# ZNHER'rTANCE TAX STATEMENT OF ACCOUNT ~x~
ESTATE OF NADDISH
IRENE L FZLE NO. 21 05-0251 ACN 101 DATE 05-05-200q
THZS STATEMENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACM ZN THE NAMED ESTATE. SHO#N BELO#
ZSA SUMMARY OF THE PRINCIPAL TAX DUE, APPLZCATZON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPLZCABLE,
A PROdECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-05-200q
PRINCIPAL TAX DUE:
5,762.11
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT I DISCOUNT
DATE NUMBER INTEREST/PEN PAID
1Z-OS-ZOO5
Oq-12-ZOOq
CD005501
REFUND
.00
.00
ZF PAID AFTER THIS DATE, SEE REVERSE
SZDE FOR CALCULATION OF ADDITIONAL ZNTEREST.
( [F TOTAL DUE ZS LESS THAN $1,
NO PAYMENT 1S REQUIRED.
ZF TOTAL DUE 1S REFLECTED AS A 'CREDIT' (CR),
AMOUNT PAID
q,q77.50
715.59-
TOTAL TAX CREDIT 5,762.11
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
YOU MAY BE DUE A REFUND. SEE REVERSE S'rDE OF THTS FORM FOR TNSTRUCTTONS. )
PAYMENT:
Detach the top portion of this Not[ce and submit mith your payment made payable to the name and address
printed on the reverse side.
-- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT.
-- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA.
REFUND
REPLY TO:
DISCOUNT:
PENALTY:
A refund of a tax crmdit, which was not requested on the Tax Return, amy be requested by complmting an
"Application for Refund of Pennsylvania inheritance and Estate Tax"' (REV-1313). Applications are availab[e at
the Office of the Register of #ills, any of the 23 Revenue District Offices or from the Department's Iq-hour
answering service for fores ordering: 1-BOO-36Z-2050~ services for taxpayers ,ith special hearing and / or
speaking needs: 1-800-4~7-30Z0 (TT only).
Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue) Bureau
of Individual Taxes, ATTN: Post Assessment Revise Unit, Dept. 260601, Harrisburg, PA 17128-0601, phone
(717) 787-6505.
If any tax due is paid within three (3) calendar months after the decedent's death~ a five percent (SI) discount
of the tax paid is allo~ed.
The leg tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996) the first day after the end of the tax amnesty period.
INTEREST:
Interest is charged beg[nning ~ith first day of del[nquency, ar nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 19BI bear interest at the rate of
six (BI) percent par annum calculated at a daily rate of .000164. A11 taxes eh[ch became delinquent on and after
January 1, 1982 ail1 bear interest at a rate ~hich will vary from calendar year to calendar year ~ith that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 200q are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
198~ ZOZ .O005q~ 1988-1991 IXZ .000301 2001 9Z .0002~7
1983 162 .000¢38 199Z 9Z .O00Zq7 ZOOZ 6Z .O0016q
198~ llZ .000301 1993-199q ?Z .OOOlgZ 2003 5Z .000137
1985 132 .000356 1995-1996 92 .0002~7 ZOOq qg .000110
1986 lOX .O0027~ 1999 7Z .00019Z
1987 9Z .0002q7 ZOO0 8Z .O00ZX9
--Interest is calculatmd as follo~s:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Not[ce 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 tho interest computation date sho~n on the
Notice, addit[onaZ interest must be calculated.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 171Z8-0601
COMMONHEALTH OF PENNSYLVANZA
DEPARTMENT OF REVENUE
ZNHERZTANCE TAX
STATEHENT OF ACCOUNT
REV-lg07 EX AFP (01-OS)
ROBERT R BLACK ESQ
LANDIS & BLACK
56 S HANOVER ST
CARLISLE PA 17015
DATE 09-27-200~
ESTATE OF RAUDABAUGH
DATE OF DEATH 02-15-200~
FZLE NUMBER 2! 0~-0Z$1
COUNTY CUMBERLAND
ACM 101
Amoun~ Reml~ed
ETHEL R
HAKE CHECK PAYABLE AND REMZT PAYMENT TO:
REGTSTER OF NTLLS
CUMBERLAND CO COURT HOUSE
CARLTSLE, PA 17013
NOTE: To insure proper credi~ ~:o your account, submi~c ~:he upper por~:ion of ~chis fore wi~h your ~ax payment:.
CUT ALONG THZS L'rNE ~ RETA'rN LONER PORT'rON FOR YOUR RECORDS ~
REV-1607 EX AFP (01-03) ~N ZNHERZTANCE TAX STATEMENT OF ACCOUNT N~
ESTATE OF RAUDAIiAUGH ETHEL R FZLE NO. 21 0~-0231 ACM 101 DATE 09-27-200~
THZS STATEHENT ZS PROVZDED TO ADVZSE OF THE CURRENT STATUS OF THE STATED ACM ZN THE NAMED ESTATE. SHONN BELO#
ZS A SUMMARY OF THE PRZNCZPAL TAX DUE, APPLZCATZON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPLTCABLE,
A PROJECTED ZNTEREST FZGURE.
DATE OF LAST ASSESSHENT OR RECORD ADJUSTMENT: 08-09-Z00~
PRZNCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYMENTS (TAX CREDITS):
383.35
PAYMENT RECEZPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-26-200~ CD00~308 .00
ZF PAZD AFTER THZS DATE, SEE REVERSE
SZDE FOR CALCULATZON OF ADDZTZONAL ZNTEREST.
( ZF TOTAL DUE 1S LESS THAN $1,
NO PAYMENT ZS REQUZRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR),
383.35
TOTAL TAX CREDZT
383.35
BALANCE OF TAX DUE .00
ZNTEREST AND PEN. .00
TOTAL DUE .00
YOU HAY BE DUE A REFUND. SEE REVERSE SZDE OF THTS FORM FOR ZNSTRUCTZONS. )
.'
. .
.
. :
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
NameofDecedent: Ife.n<:::, L LJoddtsh
DateofDeath: rYjClY"Ch IO,dOO3
Estate No.: J()()3 -()(jri3 \
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the folIowing
with respect to completion of the administration of the above-captioned estate:
I. State ~ther administration of the estate is complete:
. Yes ~ No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration wilI be complete:
3. If the answer to No. I is Yes, state the folIowing:
a. Did the person~resentative file a final account with the Court?
Yes 0 No e:::J
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the person~representative state an account informalIy to the parties in
interest? Yes 1Zl No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk ofthe Orphans' Court and may be
attached to this report.
Date: Q}~ 1'05
.cO.cllmul ~ vf--b"JL
Signature
ldy)( <1 h 0 VI r\ f-lo vd~
Name
(pY I COF\NHIu"eJ [-I--krs ()k, 113lg
Address
1...1.,'
Capacity:
('lll) CJ3?5'Z'L1'-f
Telephone No.
r:1' Personal Representative
o Counsel for personal representative
cJ
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/02/2005
WADDISH DEBORAH ANN
N/K/A
641 CORN HILL ROAD
ETTERS, PA 17319
RE: Estate of WADDISH IRENE L
File Number: 2003-00231
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 3/10/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
I/J. " ~
~~
GLENDA FARNER STRA AUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
o
if'