Loading...
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 uJ Z Z o Q. UJ r~ 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'