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HomeMy WebLinkAbout02-0238 cP_ TITION FOR PROBATE and GRANT OF LETTERS Estate o~x"~Hilda bide Either No. ~/-C~ uj ---Hiida M. ~ To: abo known as Register of Wills for the Deceased. County of ~rl~d in the SocialSecurity No. 184-05-8910' Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of a~e or older an the execut r~ named in the last will of the above decedent, dated ~r~l 23 ,19 76 and codicil(s) dated (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Ctm~rl ~nd County, Pennsylvania, with ~]l~stt~.c~gOt[~pr~rt~ipa~)si%enceat 700 W~lm~t _glottom (list street, number and muncipality) Decendent, then 92 years of age, died January 25 ,19 2002, at Forest Park Heelf. h O~nf~r: Corl~sler PA 17813 · Except as follows, decedent did not marry, was not divorced 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: N/A Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 15,000.00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ 48.880.08 Value of real estate in Pennsylvania Mt. Holly Springs PA ' situated as follows: 15 1~.. Orango WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. Darlene L. Bowors 18 Trine Avenue Mi-_. Holly gpring.qr PA 1706K OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF C-Mmk~.rland The petitioner(a) 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. Sworn to or affirmed and subscribed before me this 8~:h ... day of Estate of HTT,DA M~. ~T~'~: ~/~/~ mT.n~ M_ ~T~ , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW MARCH ] 1, 2002 x/49cx , 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 Apr±l 23.. 1976 described therein be admitted to probate and filed of record as the last will of Hilda M. Kihn~r.. also known as Hilda Ma~ Kitn~r ; and Letters are hereby granted to Darlene L o Bowers MARY zC -g~ Register of Wili~ - FEES Probate, Letters, Etc .......... $ 115.00 g~v~n J. Fishman: Esquire ~16269 Short Certificates(] ) .......... $ 3_ 0O ATTORNEY (Sup. Ct. I.D. No.) x R~e..x~..~.a..p~.g.e.s.... $ 3.00 95 Alexander Spring Rd., Suite 3, Carlisle, p~ jcp $ 5.00 ADDRESS TOTAL__ $ ~26.00 -Fil~ MARCH 8, 2002 (717) 249-6333 c~l~d attorney on 3-~'f-'02 ........ eHONE This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. ,,,,, ~ Local Registrar P 7 913 9 13 ~~ JAN 2. 9 2002 No. ~ - Daie -. 0s.1 q ~,. zl? COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS ,7 CERTIFICATE OF DEATH , : , land PA ~ ~ ~ DI ~ ~rz~ I ~r~[~e I Eore~ Pa~A H~lth .Cen~e~ I~ .~U.~ pA · ~ ' . . LAST WILL AND TESTAMENT OF HILDA M. KITNER I, HILDA M. KITNER, of the Borough of Mount Holly Springs, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, in manner and form following: 1. I hereby expressly revoke all Wills and Codicils hereto- fore made by me. 2. I hereby direct my Executor to pay all my just debts, funeral and administrative expenses out of my estate, as soon as practicable after my death. 3. Should my husband, Archie M. Kitner, survive me for a period of thirty days following my death, I devise and bequeath the remainder of my estate to Archie M. Kitner. 4. Should my husband, Archie M. Kitner, predecease me or die on or before the thirtieth day following my death, I devise and bequeath the remainder of my estate as follows: A. I bequeath One Thousand Dollars ($1,000.00) to my grandnephew, Jeffrey Rupp, providing he survives my death. B. I devise and bequeath the remainder to my niece, Darlene L. Bowers, and to my other grandnephew, Tommy T. Lebo, in equal shares, provided that they survive my death. If either Tommy T. Lebo or Darlene L. Bowers fail to survive my death, I devise and be- queath the entire remainder of my estate to the survivor of them. 5. I nominate and appoint Cumberland County National Bank and Trust Company, Mount Holly Springs, Pennsylvania, Trustee of the share of any beneficiary who may be a minor. The income and/ or principal of said trust may be accumulated or expended for the maintenance, education and support of such beneficiary as my Trustee in its sole discretion may determine; and my Trustee, in the expenditure of income and/or principal for such purposes, may, at its discretion, apply the same directly without the in- tervention of a guardian or pay the same to any person having the care or control of said beneficiary or with whom the beneficiary resides, without duty on the part of the Trustee to supervise or inquire into the application of the funds by any person to whom any payment is so made. The balance of such income and/or principal shall be paid to such beneficiary upon reaching majority, or to such beneficiary's estate in the event of death prior thereto. 6. I nominate and appoint my husband, Archie M. Kitner, as Executor of this my Last Will and Testament; and as substitute Executrix I nominate and appoint my niece, Darlene L. Bowers. 7. I direct that my personal representative and Trustee, as well as their successors, shall not be required to file bond or security in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this +~ ~ .-z..-v'~ day of ~ /'?~.. ~- '~- 1976. -~~~~~, "~Y( ~" ~j~'~=~ ~~-?_. ( SEAL ) Hilda M. Kitner Signed, sealed, published and declared by the above named Testatrix, Hilda M. Kitner, as and for her Last Will and Testa- ment, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ,~ ; ~ ~' ~ ~ ~; ~ f~~.~~~"'~-... REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that present and saw the testat , sign the same and that signed as a witness at the request of testat in h presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this day of (Name) 19.__ (Address) Register (Name) (Address) REGISTER OF WILLS OF cmm~,~ COUNTY OATH OF NON-SUBSCRIBING WITNESS DARLENE L BOWERS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that SHE IS familiar with the signature of HILDA :M KITNER A.K.A HILDA MAE':?[KITNER codicil testatRIX of (one of the subscribing witnesses to) the will presented herewith and codicil that DARLENE L BOWERS believes the signature on the will is in the handwriting of HILDA M KITNER A.K.A HILDA M/R~?KITNER to the best of HER knowledge and belief. Sworn to or affirmed and subscribed before ~~~/~ me this 6th day of ~ .~tame)~_~)~,~. (Address) CERTIFICATION OF NOTICE UNDER RLJLE Name of Decedent: Hilda M. Kitner, a/k/a Hilda Mae Kitner Date of Death: January 25, 2002 Estate No.: 21 - 02 - 0238 To the Register: I certify that notice of the beneficial interest estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on June 18, 2002. Name Addm, ss Darlene L. Bowers 18 Trine Avenue, Mt. Holly Springs, PA 17065 Tommy T. Lebo 18 Trine Avenue, Mt. Holly Springs, PA 17065 Jeffrey Rupp 67 Mountain Street, Mt. Holly Springs, PA 17065 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: June 18, 2002 Signature _~~-,~L(~f -,~~~ ::,~i SALZMANN, DePAULIS & FISHMAN, P.C. Name: Steven J. Fishman i:':~ Address: 95 Alexander Spring Road, Suite 3 --~ Carlisle, PA 17013 ~'..: :,::: Telephone: (717) 249-6333 Capacity: . Personal Representative x Counsel for Personal Representative ,~ PENNSYLVANIA DEPARTMENT OF REVENUE I DEPT. 280601 INHERITANCE TAX RETURNI HARRISBURG, PA17128'0601 RESIDENT DECEDENT / COUNTYCODE YEAR NUMBER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I-- Kitner, Hilda M. 184-05-8910 U,J DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE ~ REGISTER OF WILLS I.U 01/25/02 (.~ SOCIAL SECURITY NUMBER LU ilF APPLI~ABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ~ N/A ,,, [] 1. Original Return E~ 2. Supplemental Return [] 3. Remainder Return (date of death prior to 12-13-82) ~ E~ 5. Federal Estate Tax Return Required ,~, E .~ [] 4. Limited Estate [] 4a. Future Interest Compromise .~ Ga: o,[] 6. Decedent Pied TeState (Attach copy of Wi~l)E~] 7. Decedent Maintained a Living Trust (Attach copy of Tryst) __ 8. Total Number of Safe Deposit Boxes O,,, < r-~ 9. Litigation Proceeds Received E~] 10. Spousal Poverty Credit (date of dea,h batwaen ~2-3~-9~ a,, ~-~-95) E] 11. Election to tax under Sec. 9113(A)(Att~c~ Sch I- :z COMPLETE MAILING ADDRESS ,,, NAME z Steven J. Fishman, Esquire 95 Alexander Spring Road, Suite 3, Carlisle, PA 17013 O~ FIRM NAME (if Applicable) 03 "' Salzmann, DePaulis & Fishman, P.C. n, TELEPHONE NUMBER o u (717) 249-6333 1. Real Estate (Schedule A) (1) 49,298.00;5~. %' 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) 11,420.76 (Schedule E) ~ 6. Jointly Owned Property (Schedule F) (6) ~ . 6,91 1 ~ E~ Separate Billing Requested .-I (7) ~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property I-" (Schedule G or L) ~., (8) 67,630.14 ~ 8. Total Gross Assets (total Lines 1-7) O (9) 2,024.16 LLI 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)(10) 1I. Total Deductions (total Lines 9 & 10) (11) 2,024.16 12. Net Value of Estate (Line 8 minus Line 11) (12) 65,605.98 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 65,605.98 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES  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 x .0 __ (16) ::3 x .12 (17) (~' 17. Amount of Line 14 taxable at sibling rate ~ 65,605.98 x .15 (18) 9~840.90 0 18. Amount of Line 14 taxable at collateral rate 0 (19) 9,840.90 X 19. Tax Due , ~ ~U~ I~ecedent's Complete Address: I STREET ADDRESS 15 East Oran~Le Stree_t I CITYMt. Holly Springs ~sTATEPA I z~P17065 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits ( A + B + C ) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 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 (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 9,840.90 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + SA. This is the BALANCE DUE, (5B) 9,840.90 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 G 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, correc~ and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. ADDRESS 18 Trine Avenue, Mt. Holly ~!.7_.0_!,,3_ Si~ NATI. j - .EP REI~ - --- DATE,, ADDRESS 95 Alexander Spring Road, Suite 3, Carlisle, PA 17013 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 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 twenty, 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. §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 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. I SCHEDULE A / ESTATE OF 2002-00238 Hilda M. Kitner 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. VALUE AT DATE ITEM DESCRIPTION OF DEATH NUMBER 49,298.00 _ot and single family residence at 15 East Orange Street, Mt. Holly Springs, 1. PA 17065. Parcel No. 23-32-2336-107. Assessed Value (100%) 48,810. Common Level Ratio 1.01 TOTAL (Also enter on line 1, Recapitulation) $ 49,298.00 (if more space is needed, insert additional sheets of the same size) ~ CASH, BANK DEPOSITS AND t MISC~=LLAN~OUS I Type ~..,.,t~.c, ?,.x ~.- PERSONAL P~OPERTY ' Please Print or RISIOENT ~ ~TAT~ ~ ~ ~. ~e~ ~00~-00~8 VALUE AT ITEM ~ DESCRIPTION 'DAT~ OF DEATH NUMBER I ~. ~ _ ~/~ 77~.~2 4. ~- ~o~-~ ~e~Z ~ g0.00 5. ~f~d - Hershey M~ 43.95 6. ~f~d - ~nw~l~ of P~sylv~ia - ~ ~%~ ~~ 151.58 TOTAL {Also enter on ine 5, ,~ecaoitu ationi S 11 ~615.79 ~Anacn aaaitionai 8~' x ~1~ sheess ~f more sDace is neeaea.) REV-1509 EX+ (6-98) ~ I I c ° M ?NOH~-W~ ~c~EO~ xP ~NT%~LNVA N ' ^ / JOINTLY-OWNED PROPERTY J ~ FILE NUblBER ESTATE OF 2002-00238 Hilda M. Kitner If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. JOINTLY-OWNED la~',Ue'~'t~l T: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE iNCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENTS INTEREST 2U/'34.1:5 ~3.3 6911.3tI 1. A. U/O4/ZOUL TOTAL (Also enter on line 6, Recapitulation) $ 6,911.3t (If more space is needed, inse~ additional sheets .,5,, E~. ~7-., SCHEDULE H ~.~,~ FUNERAL EXPENSES, · -~ ADMINISTRATIVE COSTS AND ,..~.~T^.C~ ,^x .~Tu.N MISCELLANEOUS EXPENSES Ptea~ Pdnt or Type fi~ ~. ~e~ ~00~-00~3~ ITEM DESCRI~ION ~OUNT NUMBER Funeral ExpenNs: 1. $. Administrative Costs: 1. Personal Representative Commissions -- -- Social Security Number of Personal Representative: -- Year Commissions paid 2. Attorney Fees - Salzmann, DePaulis & Fishman, P.C. $ 875.00 3. Family Exemption Claimant Relationship Address of Claimant at decedent's death Street Address City ,.State ~ Zip Code_ 4. )robate Fees - Miscellaneous Expenses: 1. Medical Bill - 5hree springs Medical Practice 48.41 2. Medical Bill - Continuing Care Rx 696.20 3. Reserve for Miscellaneous closing expenses 100.00 4. Register of Wills, Probate costs & short certificates 126.00 5. Cumberland Law Journal - AJvertising letters 75.00 6' The Sentinel - Advertising Letters 103.55 7. TOTAL (Also enter on line 9. Recapitulation) 24.16 (if more space is needed, insert additional sheets of same size.) -86- Hil~ M. ~er 2002--0238 A. T~xame ~ues~s: ' 1~. 'Jeffrey ~pp 67 Mo~ S~t, Mt. Holly Springs,PA 17065 2. ~rl~e L. ~w~s Niece 50% of ~l~ce 18 ~ine Av~ue, Mt. Holly springs, PA 17065 ~r~ephew 50% of ~l~ce 3. ~T.~ ~ iTEM NAME AND ADORE$$ OF &ENEII1C%ARY SHAR! OF ESTATE NUMBER I. TOTAL C~ARITAS. L-: AF40 G~¥ERI'"4MENTAL SEQUESTS (Also ant'er on :;ne 1:3. Reeao,uia,on, S (if more sgace is needed, insert oddltionai sJleee$ oi same sizeJ ~1~R~19-2002 12: ~ PNCB~NK 412 ?6B E45B ~. 01 PNCBAN( March 19, 2002 Fislunan ~ Mor~nt. hal PC: SCP 95 Alexander Spring Rd Suite 3 Carlisle, PA 17013 F..qtate of Hilda M Y~,~tner (Deceased) SSN: 184-05-8910 DOD: 01.25-2002 Dent Sir or Madam: In response to your re~luest for Date of Death balances for the customer noted above, our r~cords r, how th~ f~Howin~ Cemtkat~ of Deposit Ar. count #31900213570 Estabhshed 07-09-2001 HILDA M K1TNER DOD balance: $10,000.00 + $22.20 ~crued intet~sC-~, Cheekin~ A~ount Account#51401 $65 ~ 3 Established 04-0 l- 1963 HILDA K1TNER DOD balance: $$29.64 + ~0.00 a~-ru~d interest Savings Account Account ~003146438 Established 08-04-2000 HILDA M KITNER DARI2!2~ L BOW-I/RS TOMMY T LEBO DOD balance: $20,716.60 + $17.53 accrued interest Page 1 of 2 lfll::::tR-&9-21~l~2 &2:"~ PNCI~II'~ 412 '?'68 345S P.02 Please note that this oflic~ only provid~ clatc of d~ath balances for deposit accounls (lEAs, CDs, Checking and Savings accounts)- We do not process any fumucial trsnsactions or provide staiemea~s. If you need assisumc¢ with aay of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PHC Bank branch office. Sinccrely, N, rica L Se~hle{~el 1-800-7~2-1775 P'7.PFgC-04-F M~nb~r FDIC $00 F|mt Ave, 4'~ FI CIF Pi~bu~it PA 15219 Page 2 of 2 TOTP, I- P.02 REV-1162 EX(11-96) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 001 534 STEVEN J FISHMAN ESQUIRE 95 ALEXANDER SPRING ROAD SUITE 3 CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold 101 89,840.90 ESTATE INFORMATION: SSN: 184-05-8910 FILE NUMBER: 2102-0238 DECEDENT NAME: KITNER HILDA M )ATE OF PAYMENT: 08/1 6/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 01/25/2002 TOTAL AMOUNT PAID: ~9,840.90 REMARKS: DARLENE L BOWERS C/O STEVEN J FISHMAN ESQUIRE CHECK# 127 INITIALS: SK SEAL RECEIVED BY' MARY C. LEWIS REGISTER OF WILLS DEPARTMENT OF REVENUE ,,~ /?_,~_~,/ COMMONWEALTH OF PENNSYLVANIA BUREAU OF ZND/VIOUAL TAXES DEPARTNENT OF REVENUE [N~RZTANCE TAX DIVISION NOT/CE OF iNHERITANCE TAX ~PT. 280601 REV-t547 EX kFP (01-0;) HARRZSBURG, PA 17126-0601 APPRAZSEMENT, ALLOHANCE OR DZSALLOHANCE OF DEDUCTZONS AND ASSESSNENT OF TAX . DATE 09-$0-200Z HZLDA ESTATE OF KZTHER DATE OF DEATH Ol-ZS-ZOO2 FILE NUNBER Z1 02-0258 h'i;!. :~i ~ii~ .~ *~*~ COUNTY CUMBERLAHD 101 STEVEH J FZSHMAH ESQ ACH A-~un~ Ra.i~ad~ -- SALZHANH ETAL 95 ALEXANDER SPRING R ;, CARLISLE PA ~70~ MAKE CHECK PAYABLE AND REHIT pAYHENT TO: REGISTER OF HILLS CUH~ERLAHD CO COURT HOUSE CARLISLE, PA ~70~ ; po;;=o~ ;o; ~ou; ;;co;=s ~ ...................... ~; ~ R;~..~ ........... ~g~-~LL~; OR CUT AL~.~.~. ............... ~'~F /NHER~NCE TAX ASSESSMENT OF TAX -~ ~n 20Z ESTATE OF KZT~E8 HZLOA H FZLE NO. gl Og-Og~8 TAX RETURN HAS: (X) ACCEPTED AS FZLEO ( ) CHAHGED CERNZN6 FUT ~ APPRR~u v,- .0~ cred~ ~o your account, 1. Real Es~e (Schedule A) (2) 2. S~ocks ~d Bonds (Schedule B) .0~ submi~ ~he upper ~. Closely Held S~ock/Par~ne~ship 1n~eres~ (Schedule C) (5) .00 of ~his ?orm ~i~h your (q) q. Hor~gages/Ho~es Receivable (Schedule D) 1~iq20.76 ~ax payment. 5. Cash/Bank Deposi~s/Hisc- personal Proper~Y (Schedule E) (E)_ (6) 6z911'$~ - .00 6. JoAn~ly O~ned proper~ (Schedule F) (7) 67,6~0.1~ 7. Transfers (Schedule ~) (8) ~ ~. To~al Asse~s 2,02~.16 ApPROVE~ ~E9UCTIONS AND EXEHpTIONS: 9. Funeral Expenses/Ad;. Cos~s/HAsc. Expenses (Schedule H) 10. Deb~s/Hor~gag~ LAabAli~Aes/L~ens (Schedule I) (10) .00 ~.0~.l~ (11) ~ 65,605.9~ 11. To~al Deductions (12) ~ .0~ 12. ~ Value of Tax Re~Urn 65,605.98 Char$~able/Governmen~al Bequests; Non-elected 911S Trusts (Schedule J) (1S) ~ (~q) Zq. Ne~ Va~ue of Es~a~e Subjec~ ~o Tax NOTE: ~ an assessment was Sssued prev$ousZY, ~$nes ~a, ~5 and/or ~6, ~7, 18 and ~9 refiect fSgures that SncZude the total of ~returns assessed to date. .00 .0~ x 00 ~ .0~ ASSESSMENT OF TAX: (ts) _ 15. Amoun~ of L~ne lq at Spousal rate ~ .00 X 0~5~ .00 ~6. Amoun~ of Line lq ~axable a~ L~nea~/Class A rate (~6)~ .0~ X 1Z ~ (~7) ~ 9,8qO. 90 17. Amoun~ of Line lq a~ S~bl~ng ra~e ~ 65,605.9~ X 15 ~ ~8. Amoun~ of Line ~q ~axable a~ Co,la,eraS/Class B ra~e (iS)~ (19)~ 9,8q0.9~ Tax Due ~9. prtnc~pai ~ TAX CREOZTS: ~~j T ~.TEeEST/rE' r~zo L~ .u. CD ufle=~ TOTAL T~X CREDIT ~ 9,8q0.90 BALANCE OF TAX DUE .0~ ~NTEREST AND PEN- .00 TOTAL DUE .00 ~ ~F PA~D AFTER DATE ~HD~CATED~ SEE REVERSE { ~F TOTAL DUE ~S LESS THAN ~ NO PAYMENT ZS REQUIRED. FOR CALCULATZON OF ADDZT~ONAL ~NTEREST. ~F TOTAL DUE ~S REFLECTED AS A 'CREDIT" (CR)~ YOU HAY BE DUE A REFUND. SEE REVERSE SZDE OF TH~S FORM FOR ~NSTRUCT~ONS.) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/01/2004 FISHMAN STEVEN J 95 ALEXANDER SPRING RD SUITE 3 CARLISLE, PA 17013 RE: Estate of KITNER HILDA M File Number: 2002-00238 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: 1/25/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STPJtSBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge STATUS REPORT UNDER RULE 6.12 Name of Decedent: HILDA M. KITNER Date of Death: January 25. 2002 No. 21-02-0238 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: I. State whether administration of the estate is complete: ~ Yes _No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes X No 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? X Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphan's Court and may be attached to this report. c- ~ Date: 12/30/2004 rC:~ ~ Signature o 0., lI,) '''' Ef ~:~: l.L_!:::,- U:L Q- e;;:. 0-"" u SALZMANN HUGHES & FISHMAN PC Stephen J. Fishman. Esquire Name (please type or print) 95 Alexander Spring Road. Suite 3 Address Carlisle. PA 17013 City. State, Zip (717) 249-6333 Telephone Number "'" c. __ _ i ~- !..:-._Ji', ' L":J;" f~ c:-; LU c:c - .,,~~ ""'~:r: -, U';:) C:~J c--, c--.. X Personal Representative Counsel for Personal Representative Capacity: J