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Home My WebLink About02-0233PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of William G. Alford No. also known as To: 21-OZ.- 23__'{ Social Security No. 186-1 6-0916 Register of Wills for the Deceased. County of ~rland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/~e 18 years of age or older, applies for letters of administration on the estate of (d.b.n.; pendente lite; durante absentia; durante minoritate) the above decedent. Decendent was domiciled at death in Cumberland County, Pennsylvania, ,with his last family or principal residence at 702 Geary Ave., New ~rland Borougn, L-Xlmb~r 1 an~[is l~l~%Qtffu ~ bkgrAa nd municipality) Decendent, then 77 years of age, died April 23, 2001 ~ at Harrisburg Hospital, City of Harrisburg, Dauphin County, PA ' ' Decendent at death owned property with estimated values as folllows: (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: 500.00 Petitioner after a proper search has the following spouse (if any) and heirs: Name Betty Brian Alford Brent Alford Relationship Wife Son Son ascertainedthatdecedentle~ no willand w~ survivedby Residence 702 GearyAve.t New Cumberland, PA 848 Jordan Rd., West Chester, PA 900 4th St., New CumDer±and, PA THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration 'in the appropriate form to the undersigned. . ~o t- ._~ 702 Geary Kve., PO Box 406 New Cumberland, PA 17070 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF cu~~ 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 representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. /~'~ ~ Sworn to or affirmed and subscribed t- / ~u/~ ?:i~ ':.'~ before me this 4th day of ! Bet~ Alg~rd ~ARCH 2002 ~ j - v No. 21-O~.- ~%~ Estate of William G. Alford , Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW MARC H 5, 2 0 0 2 1~), , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that BETi~ ALFORD is/a~e entitled to Letters of Administration, and in accord with such finding, Letters of Administration are hereby granted to BEI~I~f ALFORD in the estate of WXI~T33'I G. /~..~O~ FEES Letters of Administration ..... $. 18.00 Sho~ Ce~ificates( ) .......... $ 3.00 Renunciation ................ $ jcp $ 5.00 03-04-20[[QTALU2 $ 26.00 Filed ..................... A.D. ~t~9. mai led to attorney /ZMAR~ C//~f Wil~ / ' ' ' / Elizabeth B. Stone #60251 ATTORNEY (Sup. Ct. I.D. No.) 414 Bridge St., New Cun~and, PA 17070 ADDRESS (7T7) 774-7435 PHONE his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as l.ocal 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 C/ P 7297120 No. Rev Z~7 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS CERTIFICATE OF DEATH William G. A£~ord =. Male 3. 186 -- 16 -- 0916 ],. 4-23-2001 ~~H ~. ~. ~ OF DEATH Gt~y Avenue, P.O.Box406 ~u~ N~ Cumb~nd, PA 17070 [ .......... [ ~ s~m~.~.~.z~ ~~q A~o~a '~,~m~ ~ N ]~02 GC~q Av~n~,P.O.BOX 406, N~w C~mb~and,PA 17070 m,,~ I*,~- ~-~ ~' u; Iz,.. FA C~em~o~q [z,d H~r~b~R, PA 17109 ' ~.~./.(J~!~_~e-~ I~~~ I~. 1~.4100 Jonestomn Road, H~a~b~q, ~A 17109 ~D? (kkmm. ~By, Y~a~) STONE, LAFAVER & SHEKLETSKI A PROFESSIONAL CORPORATION ATTO R 414 BRIDGE STREET NEW GUMBERLAND, PA 17070 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) William G. Alfred oil 3oath: April 23, 2001 2002-00233 Regis _ sr: ,':ertify that no,ice of beneficial interest required b} 5.6{~) of the Orphans' Co~irt rnles was served on or mailed ~ollowinq beneficiaries of the above captioned estate 2002: Bekky Al. fred 702 Geary Avenue Post Office Box 406 New %k~mberiand, PA 17010 Notice has now been given to all persons entitled ~herete under Eliza½e'{N/~. Stone, Esquire 414 ~gi~ge ~{reet New~Cumber.~end, PA 17070 717-774-7/~35 ,Persona! Representative Counsel for Personal ~epresentative Capacity: STATUS REPORT UNDER RULE 6.12 Name of Decedent: William G. Alford Date of Death: April 23, 2001 Will No. 21-02-0233 To the Register: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: t. State whether administration of the estate is complete: Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: approximately six months 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 No (b) The separate Orphans' Court No. (if any) for the personal representative's account is: N/A (c) Did the personal representative state an account informally to the parties in interest? Yes__ 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 ..b~ attached to this report. Date: , ~~ '~ ~-~; .... ~~~Eli eth.~ ~e~e~el ne,/~E uire ~ /New Cu~rla/ P~/17070 / 717-77~-7/ / , :~acity: P~son~ Representative X for Personal ~entative Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/15/2005 STONE ELIZABETH B 414 BRIDGE STREET NEW CUMBERLAND, PA 17070 RE: Estate of ALFORD WILLIAM G File Number: 2002-00233 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. 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: 4/23/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge cd . Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name ofDecedent: \N l ~ IIQm & ~l +;; Ie( DateofDeath:_A-pI'I) J3! d-601 Estate No.: ;)..{ - () ~ - O.;L 33 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: . Yes 0 No~ 2. If the answer is No, sta.te when the personal representa~ve r1:o/;~blY believes that the administration will be complete: ~)~ ItT"IltJ .3 ~ 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approv accounts may be filed with the Clerk of the attached to this report 4-;)..0. o~ f formal or informal Court and may be Date: c:) . , ""',;, ,-' tJ~ t.JM-ktll ~j) f4 l'1't>n "":}- /"t -~"1-<.1-H 3..) C . Telephone No. Capacity: o Personal Representative ]it Counsel for personal representative vf COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND. } ss: Betty Alford being duly sworn according to law, deposes and says thatS he of the Estate of William G. Alford is the Administratrix late of ---WQW- CUllWg~nQ__Jkl.on'Jh , Cumberland County. Pa., deceased and that the within is an inventory made by >l8ttl' A Ifor-:l , the said Administratrix of the entire estate of said decedent, consisting of all the personal prop..rty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. 19 @.~~::;;r. Admin;.I,ato'rix 702 Geary Ave and subscribed before me, New Cumberland,.PA. 17070 Add..... Date of Death 23 Day 04 Month 2001 Y..r INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. ..c: ~ ::l 0 ~ 0 ~ '1j ..,; >- ~ '1j 0 ~ .. M I- W w M ~ '" I- \l-l III .. w -< .-l .-l .. N Q. I- ..: ~ u .. 0 .. 0 0 '" (]) Q '" >- I w '" w .. .. N l- X Q. . ~ ... c I- ...J ... 19 .; ~ 0 Z 0 I ... ...J -< 0 ::l ... :: w 0 -< w EO u >- -< .-l '" N > Z III ... Z 0 'M ~ c Q .-l (]) " '" Z 0 .; '" .-l Z 0 Z w -< 'M .. Q. :;: .., c .. - -::: 0 u -" .., .>< .. E ... ..! 0 " 0 .. () ii: III ...J Inventory of the real and personal estate of William G . Alford PERSONAL PROPERTY AFL-commissions received Conseco Senior Health-commissions received Lincoln Heritage-Commission received REAL PROPERTY NONE deceased TOTAL PERSONAL PROPERTY I ,. 272 65 483 69 32 15 $788 .49 (\ ~YP\) OFFIClAl.. USE ONLY REV-1500EX(6-00J COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 2002 _023L __ YEAA NUMBER COUNTY CODE I- Z W C w o w C DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Alford, William G DATE OF DEATH (MM-OD- YEAR) 04/23/2001 SOCIAL SECURITY NUMBER 186-16-0916 llIS RETURN MUST BE FILED IN DUPLICATE WITH THE DAlE OF BIRTH (MM-DD-YEAR) 06/03/1923 REGISTER OF WillS SOCIAL SECURITY NUMBER (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDOlE INITIAL) Alford, Betty (Z] 1. Original Return D 4. limited Estate D 6 Decedent Died Testate (Attach copy of Will) D 9. litigation Proceeds Received w ... :s:::$cn u"'''' wo.u ",00 u"''''' 0.", ~ 02. Supplemental Relurn D 3. Remainder Returll (date of death prior to 12-13+82) D 4a. Future Interest Compromise (date of death <lifter 12-12-82) D 5. Feeleral Estate Tax Return Required D 7. Decedent Maintained <1 living Trust (Attach copy of Trusl) _ 8. Total Number of Safe Deposit Boxes D 10. Spousal Poverty Credit (dale ofdealh between 12-31-91 and 1_1_95) D 11. Election to lax under Sec. 9113(A)(AlladlSchO} ... Z W C Z o 0. "' W ~ o " THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Elizabeth B. Stone FIRM NAME (If Applicable) Stone LaFaver & Shekletski TELEPHONE NUMBER 414 Bridge Street Cumberland, PA 17070 New 717-774-7435 Real Estate (Schedule A) (1) 2. Slocks and Bonds (Schedule B) (2) 3 Closely Held Corporation. Partnership or Sole-Proprietorship (3) 4 Mortgages & Notes Receivable (Schedule D) (4) 5 Cash, Bank. Deposits & Misootlaneous Pel'$OOal Property (Schedule E) (5) Z 6 Jointly Owned Property (Schedule F) (6) 0 o Separate Billing Requested j:: ~ ,. Inter-Vivos Tr<1nsfers & Miscellaneous Non-Probate Property (7) ::;) (Schedule G or L) l- ii: 8. Total Gross Assets (total lines 1-7) <I: 0 W 9. Funeral Expenses & Administrative Costs (Schedule H) (9) a:: 10. Debts of Decedent, Mortgage Liabilitie$, & Liens (Schedule I) (10) 11 Total Deductions (total Lines 9 & 10) 0.00 0.00 0.00 0.00 788.49 0.00 . '::-J OFFlClAl'USEONLY ", " ---1 (, ,) 0.00 (8) 4,266.88 500.00 788.49 (11) 4,766.88 (3,978.39) 0.00 12 Net Value of Estate (Line 8 minus line 11) 13 Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has nol been made (Schedule J) (12) (13) 14. Net Value Subjectto Tax (Line 12 minus line 13) (14) (3,978.39) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of line 14 wxable at the spousal tax 00 ~(15) z rate, or transfers under Sec. 9116 (a)(1.2) , 0 0 >= HI. Amount of line 14 t8xable at lineal rate , .0 _(16) " ... ::> 0. 17 Amount of line 14 taxable <ilt sibling rate l( .12 (17) ::!; 0 U 18 Amount of Line 14 taxable at collateral rate , 15 (18) )( " Tax Due ... 19. (19) .00 00 20 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 2W46451QOO Decedent's Complete Address: SlREET ADDRESS 702 Geary Avenue PO Box 406 CITY l STATE I ZIP New Cumberland PA 17070 Tax Payments and Credits: 1. Tax Due (page 1 line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 0.00 0.00 0.00 Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 0.00 TotallnterestlPenalty (0 + E) (3) 0.00 4. If Line 2 is greater than Une 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 A Enter the interest on the tax due. (SA) 0.00 B. Enter the total of Line 5 + SA. This is the BALANCE DUE. Make Check Payable to: REGISTER OF Wl.L5, AGENT (5B) 0.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: 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? ... . . . . . . . . . . . . . . . . . . . . . . . .. 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0 [Z] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have elGlmined this return, induding accompanying schedules and statement,. and to the best of my knowledge and belief. it i, true. correct and complete Declaration of preparer other than the p&rsonal representative i, based on all information of Which preparer has any knowledge Yes No D D D D [Z] [Z] [Z] [Z] IX] IX] DATE StGNA~ ;;;;O'{l;,ONSI"Z.--OR FILING RETURN AllOR S IU2!Gear~~ue New Cumberland, PA SIGNATURE OTHER Lf/-;;'I!/J.r . t//);'!b3- 17070 For dates of death on or after July 1, 1994 and before January 1, 1995, the lax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. S 9916 (a) {1.1 l (il]. For dales of death on or after January 1. 1995, the tax rate impOSed on the net value of transfers to or for the use ofthe surviVing spouse is 0% (72 P.S. S 9116 (a) (1.1) (iill The statute does not exempt a transfer to a surviving spoose from tall, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child tvYenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 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. 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 decedent's siblings is 12% (72 P.S. ~ 9116(a}(1.3)]. A Sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 2W46461.000 RE\t-1508 EX + [1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Alford, William G FILE NUMBER 21-2002-0233 Include the proceeds of litigation and the date the proceeds were received by the estate. An property jolntly-owned with the right of aU"'i'lorshlp must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT OATE OF DEATH 1. AFL-commissions received 212.65 2 Conseco Senior Health-commissions received 483.69 3 Lincoln Heritage-couanission received 32.15 2W46AD 2.000 TOTAL (Also enter on line 5 Recanitutation\ $ (lr more space is needed, insert additional sheets of the same size) 788.49 REV-1511 EX" (1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Alford, William G FILE NUMBER 21-2002-0233 Debts of decedent must be reoorted on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Funeral expenses 14.00 2 Funk's Fam Restaurant-funeral luncheon 148.88 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 0.00 Name of Personal Representative(s) Social Security Number(s) J EIN Number of Personal Representative(s) Street Address City State Zip Year{s) Commission Paid: 2. Attorney Fees Name: Elizabeth B. Stone 500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach. explanation) 3,500.00 Claimant See Schedule attached Street Address City State Zip Relationship ot Claimant to Decedent 4. Probate Fees 29.00 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 7. Register of Wills-filing Inheritance Tax Return and 25.00 Inventory 8 Reserve for closing expenses 50.00 TOTAL (Also enter on line 9, Recapitulation) $ 4,266.88 2W46AG 2.000 (If more space is needed, insert additional sheets of same size) . Estate of: Alford, William G Schedule H, Part B -- Family Exemption Item No. Description 1 Claimant: Alford, Betty Address: 102 Geary Avenue PO Box 406 New Cumberland, PA 11010 Relationship: Spouse TOTAL. (Carry forward to main schedule) Page 2 21-2002-0233 Amount 3,500.00 3,500.00 REV_1512 EX+ (1-97) COMMQNlNEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Alford, William G SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-2002-0233 Include unrelmbursed medical 8xoenSe$. ITEM NUMBER DESCRIPTION AMOUNT 1. Capi tol One-credit card balance 500.00 2W46AH2000 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 500.00 REV-1513 EX+ (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Alfnrd William G NUMBER NAME ANO ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)J 1 Betty Alford 702 Geary Ave. New Cumberland, PA 17070 FILE NUMBER 21-2002-023 RELATIONSHIP TO DECEDENT Do Not list Trustee{s) Spouse AMOUNT OR SHARE OF ESTATE 100% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. 2W46AI1.000 TOTAL OF PART 11- 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) $ 0.00 STATUS REPORT UNDER RULE 6.12 Name of Decedent: William G. Alford Date of Death: April 23, 2001 Will No. 21-02-0233 To the Register: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X 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 No X (b) The separate Orphans' Court No. (if any) for the personal representative's account is: N/A (c) Did the personal representative state an account informally to the parties in interest? Yes~ No L1'::~ ~ :;, L~.:) <-l c; and (d) Copies of receipts, releases, approvals of formal or informal the Clerk of the Orphans' Court report. Date: 1-'- OS c..? N .....,,-. , , Cl-_ Representative \.'~ (".J X unsel for Personal epresentative ,J '.) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APP!lAISE11ENT, ALLOWANCE OR DISALLDWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX 07-04-2005 ALFORD 04-23-2001 21 02-0233 CUMBERLAND 101 APPEAL DATE: 09-02-2005 (See reverse side under Objections) Amount Remitted I 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 +- REY:is47-Ex-AFP-io3:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLDwANCE-DR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX WILLIAM G FILE NO. 21 02-0233 ACN 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 j: ,-.,i _ ELIZABETH B STONE STONE ETAL 414 BRIDGE ST NEW CUMBERLAND PA 17070 ESTATE OF ALFORD TAX RETURN liAS: I ACCEPTED AS FILED SEE DATE 07-04-2005 ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedul. B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable [Schedule DJ S. Cash/Bank o.posits/Hisc. Personal Property (Schedule EJ 6. Jointly Owned Property (Schedule FJ 7. Transfers (Schedule G) 8. Total Assets I XI CHANGED III 121 131 141 151 161 (71 .00 .00 .00 .00 788.49 .00 .00 (81 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral ExpensesJAd.. Costs/Hisc. Expenses (Schedule H) 10. Debts~ortg.ge Li~ilitl.s/Li.ns (Schedule Il 11. Total Deductions 12. Net Value of Tax R.turn 13. Charitable/Governmental aequests; Non-elected 9113 Trusts (Schedule J) 14. Net V.lue of Estat. Subject to Tax I~ an assessment was issued previOUSly, lines 14, 15 and,or 16, 17, 18 and 19 will re~lect ~igures that include the total af ~ returns assessed to date. ASSESSMENT OF TAX: IS. A.ount of Line 14 at Spousal rat. (IS) 16. Amount of Line 14 taxable at Lin.al/Class A rate (16) 17. Anount of Line 14 at Sibling rat. (17) 18. Anount of Line 14 taxable at Collateral/Class a rate (18) 19. Principal Tax Due TAX C NOTE: NUIlBER + INTEREST/PEN PAID (-I DATE ~. 1,554.88 500.00 1111 1121 1131 (141 191 1101 .00 X .00 X .00 X .00 X AI10UNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE *' REV-1547 EX AFP (06-05) WILLIAM G NOTE: To insure proper credit to your account I sub.it the upper portion of this form with your tax paynent. 788.49 2.054 88 1,266.39- .00 1,266.39- 00 = 045 = 12 = 15 = .00 .00 .00 .00 .00 1191= .00 .00 .00 .00 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU KAY 8E DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I RE....1.70Eli:(e-aa) *' INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INOMOUAL TAXES PO Box 280601 HARR'SBURG PA 17128-0801 DECEDENTS NAME William G. Alford FILE NUMBER 2102-0233 REVIEWED BY ACN Sheila Megonnell 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES H B-3 Reduced to $788.00. Family exemption can only be claimed against assets subject to will or intestacy. f ,. $ ROW Page 1