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Home My WebLink About04-0488PETITION FOR PROBATE and GRANT OF LETTERS also known as Deceased. Social Security No. 0 ..£~_ ~.~ _~ 4 7 3 To: Register of Wills for the County of Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut in the last wilt of the above decedent, dated and codicil(s) dated in the named (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in t~'.t ~,,--~ E~ /~,~O County, Pe_nns~lvania, with last family or pnnc~pal residence at (list street, number and muncipality) Decende~ then 7 ~ years of ag~ died ~ / ~ , ~ ,~C~', t ~ -- ' ..... not divorced and di~not have a ~fld born or adopted Except as ,ollows, decedent d~d not marry, was ' after execution of the will offered for prob~;~as not the victim of a killing and was never adjudicated incompetent: pdC,~ ~ ~, C.~ 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 Pennsylvania situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will~$md codicil(s) presented herewith and the grant of letters (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) OATH OF' PERSONAL REPRESENTATIVE COMMONWEAL~I'H OF PENNSYLVANIA COUNTY OF {~r,xc~\c~c~ · f 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 th/estate according to law. Sworn to or affirmed and subscribed ~- /~f~ /~ {~~t'~ before me this ~%~ day of [ ' ~ ~¢ L~.~,~ ~Reg~er t ~ AND NOW x~r~('l)~- ~ ~ c~Oc~4 1~ .... in consideration of the petition on the reverse side hereof, ~tisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated ~_~ - I~ -~O~:{ described therein be ad~mitted to probate and filed of record as the last will of. and Letters -'~ m~-~r~-st-~ ~,, ~e hereby granted to~ ~ ~o~-~ ~. ~L~~ FEES Probate, Letters, Etc .......... Short Certificates( ) .......... ~r~ ~.+-~..7x~9¢~. · TOTAL Filed .. ~7.~.~.: .O.q .................... A'I-FORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE EST A TE OF JEAN W. REED File No. 21-04-0488 FAMIL Y SETTLEMENT AGREEMENT ~ THIS AGREEMENT made this I day of ,'-.) <:::-:::> c:::> (';.;-1""\ C) -(~ o~:D g . :) C) --i ..:;,1- .j-Ti .:.tJ W '0 '::2006. - <jf~l~ ~ BETWEEN: PAUL H. REED, one of the legatees under the Last _~ill antt> Testament of JEAN W. REED, and the joint owner of the major asset of the estate or JEAN W. REED, late of the Township of Southampton, Cumberland County, Pennsylvania, AND BRIAN R. ARTHUR, Executor of the Estate of Jean W. Reed, deceased. WHEREAS, Jean W. Reed died May 15, 2004, testate; and WHEREAS, Letters Testamentary were granted to Brian R. Arthur on May 25, 2004, by the Register of Wills of Cumberland County, Pennsylvania; and WHEREAS, the major asset of the estate, a 1999 Empire Mobile Home, was jointly owned with Paul H. Reed; and WHEREAS, the probate estate was insolvent; and WHEREAS, Paul H. Reed contributed to the estate for the payment of debts, costs, fees, commission, and Pennsylvania inheritance tax, so that the mobile home could be taken In Kind; and WHEREAS, all assets of the late Jean W. Reed have been liquidated or distributed and all her debts paid to the extent possible out of the probate estate; and further the period of four months having been telminated since the first advertisement of the issuance of Letters to the said Executor, the said party hereto desires to WEIGLE & ASSOCIATES, Pc. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1'397 ~ WaIve the duty of the Executor to file a First and Final Account with Proposed Schedule of Distribution for purposes of confirmation by the Court of Common Pleas of Cumberland County, Orphan's Court Division, AND FURTHER desires that a Family Settlement Agreement be executed, which Family Settlement Agreement will be duly recorded among the deed records in and for Cllmberland County. NOW, THEREFORE, WITNESSETH, that the party hereto, in consideration of the premises above stated, and of the Accounting and Proposed Schedule of Distribution attached hereto and made a part hereof, and the receipt of his distributive share as therein shown, does mutually bind himself to the said Distribution and Accounting as set forth and further mutually releases Brian R. Arthur, Executor, from all claims and demands whatsoever arising out of settlement of the Estate of Jean W. Reed. The party hereto does further agree that should any liability come due to the estate of the said decedent after the signing of this agreement, he does hereby covenant and agree with the aforesaid personal representative that he will pay any and all claims, demands, suits, or causes of action which may be successfully prosecuted against the said estate or the aforesaid personal representative after the signing, sealing and delivery of this family settlement agreement and final release. IN WITNESS WHEREOF, the party has hereunto set his hand and seal the day and year first above written. WITNESS: v ( ~;""'6-'--~ ~ ~/~M Paul H. Reed (SEAL) r-- WEIGLE & ASSOCIATES. Pc. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397 ~+e o~ nev..) l4am~~hirc:... CeMMON\VEALfH OF FEHHSYL VANIA Che~hire. SS. COUNTY OF CUMDERLAND On this the d I day of::r~ b~ , 2006, before me, a Notary Public in and for said County and State, the undersigned officer, personally appeared PAUL H. REED, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. c ~\\\\\llllll/II" ~\'\ \,)01 H IIII~ ~~ .) .......: Dq,~ ~ .....~;{"Tc.O....:< ~ ~.. '~.~'.~ -y , _ '(S~ .., ~ ary Public ~ ~z oc~:~s ~ g :::: :~ ~Qf' : ;::: .... .. . ~ ~"t:.'. ~ ~.. ;:: ~ O...It....AAnC...Ji.'\... ~ Z '2>. .....,..,I"..t":.. ~ ~ 'A1L\.......... \v ~ ~/I: 'll' pue\,: ~\~ Yllt/III/UI\\\\\\'.: WEIGLE & ASSOCIATES, P.c. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1.397 EXECUTOR'S ACCOUNT FIRST AND FINAL ACCOUNT OF BRIAN R. ARTHUR, EXECUTOR FOR ESTATE OF JEAN W. REED, DECEASED Date of Death: Date of Executor's Appointment: Dates of Advertisement of Letters: News Chronicle Cumberland Law Journal Accounting for the Period: May 15, 2004 May 25, 2004 June 18, 25, July 2, 2004 June 25, July 2, 9, 2004 May 15, 2004, to September 13, 2006 Purpose of Account: Brian R. Arthur, Executor, offers this account to acquaint interested parties with the transactions that have occurred during his administration. The account also indicates the proposed distribution of the estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Jerry A. Weigle, Esquire Weigle & Associates, P.c. 126 East King Street Shippensburg, P A 17257 717-532-7388 WEIGLE & ASSOCIATES, Pc. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1.397 SUMMARY OF ACCOUNT Estate of Jean W. Reed, Deceased For the period of Mav 15. 2004 throuah September 13. 2006 PRINCIPAL Receipts: This Account Net Gain (or Loss) on Sales or Other Dispositions Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Federal and State Taxes Commissions Fees Family Exemption Balance Before Distributions Transfer to (from) Principal Distributions to Beneficiaries Principal Balance on Hand For Information: Investments Made Changes in Investment Holdings INCOME Receipts This Account Net Gain (or Loss) on Sales or Other Dispositions Less Disbursements Balance Before Distributions Transfer to (from) Income Distributions to Beneficiaries Income Balance on Hand For Information: Investments Made Changes in Investment Holdings COMBINED BALANCE ON HAND Paae 1 2 2 3 3 3 4 5 6 4,173.76 2,225.00 1,139.22 0.00 500.00 1,906.00 3,500.00 Fiduciary Acquisition Value 52,515.63 0.00 52,515.63 13,443.98 39,071.65 0.00 39,071.65 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 SCHEDULE A RECEIPTS OF PRINCIPAL Fiduciary Acquisition Value Cash 05/15/2004 Coins - as per appraisal 71.65 05/15/2004 PSECU Checking Shares Account 465.76 05/15/2004 Accrued income on above item through date of 0.07 death 05/15/2004 PSECU Regular Shares Account 105.24 05/15/2004 Accrued income on above item through date of 0.03 death Total Cash 642.75 Personal Property 05/15/2004 1999 Empire Mobile Home - jointly purchased, 39.000.00 owned, and titled with Paul H. Reed, son, 1/2 interest Total Personal Property 39.000.00 Stocks I Listed 05/15/2004 MetLife - 32 shares, proceeds of sale 07/06/04 1.139.24 Total Stocks / Listed 1.139.24 Subseauent Principal Receipts 03/15/2006 Contribution from Paul H. Reed - for payment of 1,853.07 costs, fees, commission, and inheritance tax 03/23/2006 Contribution from Paul H. Reed - for payment of 9,851.40 debts, fees, commission, and inheritance tax 06/01/2004 House of White Birches - subscription refund 7.57 06/15/2004 Saturday Evening Post - subscription refund 21.60 Total Subsequent Principal Receipts 11.733.64 Total Receipts of Principal 52.515.63 1 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Debts of Decedent 05/15/2004 Mortgage Debt on mobile home - owed to 3.199.22 Kenneth and Anna Hollinger, 250 Beetem Hollow Road, Newville, PA 17241 (date of death balance $6,398.44 x 1/2) 06/15/2004 PSECU Checking Shares Account - checks 69.88 clearing after date of death 07/08/2004 Sprint - 06/22/04 billing 17.34 10/28/2004 Chambersburg Hospital - 05/10/2004 billing 143.83 10/28/2004 Chambersburg Hospital - 05/17/04 billing 465.45 10/28/2004 Chambersburg Imaging Associates - 04/07/04 40.57 billing 10/28/2004 Excel Communication - 06/15/04 billing 50.40 10/28/2004 Penelec - OS/27/2004 billing 88.72 10/28/2004 Timken Super Precision Credit Union - VISA 98.35 account balance Total Debts of Decedent 4,173.76 Funeral Expenses 10/01/2004 Fogelsanger-Bricker Funeral Home - 1,805.00 reimbursement owed to Paul H. Reed 10/01/2004 Keene Monument Company - engraving 220.00 (reimbursement owed to Paul H. Reed) 10/01/2004 Paul H. Reed - reimbursement for travel 200.00 expenses for interment of remains Total Funeral Expenses 2.225.00 2 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Administration Expenses 07/08/2004 Cumberland Law Journal - advertising Letters 75.00 Testamentary 07/08/2004 Register of Wills, Cumberland County - Letters 52.00 Testamentary and Short Certificates 07/08/2004 Sailhamer Real Estate - real estate market 100.00 analysis 08/25/2004 News Chronicle - advertising Letters 84.50 Testamentary 01/04/2005 Register of Wills, Cumberland County - filing PA 15.00 Inheritance Tax Return 04/07/2005 H. Edward Sollenberger - coin appraisal 10.00 03/23/2006 Linda K. Klein - notary fees 4.00 03/23/2006 Register of Wills, Cumberland County - filing 75.00 Family Settlement Agreement 03/23/2006 Weigle & Associates, P.C. - reimbursement for 55.75 postage, xerox copies, and long distance telephone calls 09/13/2006 Paul H. Reed - refund of excess contribution to 667.97 estate for payment of debts Total Miscellaneous Administrative Expenses 1.139.22 Commissions 09/13/2006 Brian R. Arthur 500.00 Total Commissions 500.00 Fees 03/23/2006 Weigle & Associates, P.C. 1,906.00 Total Fees 1.906.00 3 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Familv Exemption 10/28/2004 Paul H. Reed - son, 38 Thompson Creek Drive, Shippensburg, PA 17257 Total Familv Exemption TOTAL DISBURSEMENTS OF PRINCIPAL 4 3.500.00 3.500.00 13.443.98 SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Paul H. Reed 05/15/2004 03/23/2006 1999 Empire Mobile Home Coins 39.000.00 71.65 TOTAL DISTRIBUTIONS TO BENEFICIARIES 5 39.071.65 39.071.65 SCHEDULE F CHANGES IN INVESTMENT HOLDINGS - PRINCIPAL # Units 1999 Empire Mobile Home 05/15/2004 05/15/2004 Coins 05/15/2004 03/23/2006 inventoried distributed inventoried distributed Total 6 Cost 39.000.00 -39.000.00 0.00 71.65 -71.65 0.00 0.00 BRIAN R. ARTHUR, Executor of the Estate of Jean W. Reed, deceased, hereby declares under oath (penalties of perjury) that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to his knowledge, there are no claims now outstanding against the estate; and that all taxes presently due from the estate have been paid. Subscribed and sworn to by BRIAN R. ARTHUR, before me . /'1/(, ., It; / thIS . - day of /;'U:..i , 'h<GUt1 2006. I / /.//i/'(" (1\1. (,.:,;{" f. Ie".. Q(A' Notarial Seal Unda K. Klein, Notary Public Shippensburg, PA Cumberland County Commission Ex ires Au ust 15, 2008 WEIGLE & ASSOCIATES. Pc. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397 LAST WILL AND TESTAMENT 2_i I, JEAN W. REED, of 38 Thompson Creek Drive, Shippensburg, Cumberland County, Pennsylvania, revoke all my prior wills and declare this to be my Last Will and Testament. I direct the expenses of my last illness, funeral and burial shall be paid from my estate as soon as practicable after my death. I direct that my remains be disposed of by direct cremation within forty-eight (48) hours of my death. 2. I give, devise and bequeath to my son, Paul H. Reed, my i_.~rest in real estate located at 38 Thompson Creek Drive, Shippensburg, Cumberland d~unty, Pennsylvania, and a storage shed located on the property and all the contents of t~ storage shed, and --.,j all of the contents of the house located on the property, and any vehicles that I may own at the time of my death. I give, devise and bequeath the residue of my estate to the following persons in equai shares: Edna E. Reed; Jean B. Reed; Paul H. Reed; Robe~ A. Reed; Frederick Thomas John Reed; Olin Ervin Reed, Jr.; Jeanette L. Reed; William Reed; Charles Reed; and Elroy R. Reed. Any bequest to any beneficiary named in this Will who endeavors to defeat the purposes of my Will by raising objections to my Executor probating the same or by trying to set aside my Will or any part of my Will or by contesting the same or appealing any decision sustaining the validity of the same shall be revoked. 5. I nominate, constitute and appoint Brian R. Arthur as Executor of this my Last Will and Testament. I direct that no Executor named, nominated or appointed hereunder shall be required to post bond or give any security of any type for any purpose whatsoever, any law or rule of court of the Commonwealth of Pennsylvania or any other jurisdiction to the contrary notwithstanding. IN WITNESS WHEREOF, I have hereunto set my hand and affixed my seal the I~' day of 1~ ~¥ ,2003. Signed, sealed, published and declared as and for her Last Will and Testament by JEAN W. REED, the above-named Testatrix, in the sight and presence of us, who at her request and in the sight and presence of her and each other, have hereunto subscribed our names as witnesses on the day and year last above written. -2- COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF FRANKLIN I, JEAN W. REED, Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by JEAN W. REED, the Testatrix, this )~ dayof /~y ,2003. Test~(trix 19ota~ry Notadal Seal Lynann M. Funk, Notary Public Chambersburg Boro, Franklin County My Commis~ o~' ~'~ire~ Feb 29, 2004 Member, Pennsy vani,~ Association of Notaries -3- COMMONWEALTH OF PENNSYLVANIA COUNTY OF FRANKLIN We, ::~o7~ ~-.. /~,'.~:, SS witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament; and that the Testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the will as a witness; and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me by '-~°x ~ ~ I~. i~-.-,~J, .v and ~"~/~,,~-- ~',..--~-'~-/'-~//~.'d , witnesses, this /~"-'~Z'day of /'~t%V ,2003. WitnesS' - - Notarial Seal Lynann M, Funk, Notary Public Chambersburg B~r,~, ~ranklin County I My Corrrnlsaio~- ~ ~,~ Feb 29 2004~ Member Pgnr~sylvari~a ~,,;s~c at on of Notaries -4- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE , , BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG, PA 17128-0601 February 18, 2005 Telephone (717) 787-3930 FAX (717) 772-0412 Weigle & Associates, PC Attorneys at Law 126 East King Street Shippensburg, PA 17257 (,) o Re: Estate of Jean W. Reed File Number 2104-0488 Dear Jerry A. Weigle: This is in response to your request for an extension of time to file the Inheritance Tax Return for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent, interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before 08/15/05. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. ()ASincerel~ .:, '.' i.K~"" ", /..... ~ ~CA~ '/1 , II I I ( / /' 'L,/ Claudia Maffei, Supervisor Document Processing Unit Inheritance Tax Division c-. ~ \..<- Jt~l~ \\\\\ d \ \ : ~ F) ~~ , C" '(\ c<l .""- Cl)OO :::: ,^ 1"- ._V~ ~ ~?h.t 050:- a;€al (j)':J(;) .- 0'- g'0 ~ 0::.....-0 Ii; ..:N 0.... ""..- ~<i, 00- c:~ as %.~ ",EC: 0:091- _..: lS: :> r- ._ ",co": 0-",(1) - - - - - - - - - - - - - ~ (..\ \1', \:",1 (.) .t. t') .r' () r... .r' Paul Reed 38 Thompson Creek Dr. Shippensburg P.A. 17257 Register of Wills 1 Courthouse SQ. Carlisle, P.A. 17013 Friday, May 06, 2005 To Whom It May Concern: Enclosed is a check for $250.00.This is for inheritance tax concerning the estate of Jean W. Reed-(21 040488) Please send receipt to me at the above address. Sincerely, /2{&d Paul Reed Cc; file Encl; I ., r'~, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU Of INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17'28.060' REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ARTHUR BRIAN R 16 SHORT lANE SHIPPENSBURG, PA 17257 uu____ fold ESTATE INFORMATION: SSN: 023-28-4973 FILE NUMBER: 2104-0488 DECEDENT NAME: REED JEAN W DATE OF PAYMENT: 05/09/2005 POSTMARK DATE: 05/07/2005 COUNTY: CUMBERLAND DATE OF DEATH: 05/15/2004 NO. CD 005302 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $250.00 I I I I I I I I TOTAL AMOUNT PAID: $250.00 REMARKS: CHECK# 323 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WillS \. ,'- '" .~ 'f-' ~~.- \ ....,.., .~ 1 ) " ,. g \3 ~ ~ );:l ,-< ~ ~ " <{. ~gp.; """,tJl ~ \.D ~ o~~ '? r;:C ,... "'O~ ~~;r: Q) ~ "%- ;n ~ ~ .J .., Q) 'iii -, ~. -" - I>" 'r' ::r \ ::::r Q I ~ \ ~;".'.' ~~ ~_r \ ~ ., \'''; ~ ..J-lJ.. -;d. / ,/ -: ".." r", r,\ -: -: -: -: -:; -:: - -:: 0) ~ ~ ~ :)e ~ 8<<1 ~ a. ";j; ?;:'1.c'> co c. VJ ~ ... :)0)0 ~<IlO<llt- V~ :::= (.) :) ~ ';'3--02'" <<I"O~"Co. -g~-t:aai 0)~~0Ui <5 "~~ O)~ " 0) ::l C " ~ct00'-" -: -:: - -:. - -:; ~ - -:: ::::: ~ - ~ - .. o o v '" o \ ( I. I- r: 0" f. <' o (' <' Z 1-04- l13''i? r!,,-' ( SINCE 1888 3211 North Front Street P.O. Box 5300 Harrisburg, PA 17110-0300 717-238-8187 Fax: 717-234-9478 Ii. May 10, 2005 (' eLl Ms. Glenda F. Strasbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 Other Offices Colonial Park Lancaster 717-652-7020 717-431-0138 Mechanicsburg Millersburg 717-691-5577 717-692-5810 Shippensburg York 717-530-7515 717-843-0502 Re: Estate of Jean W. Reed Dear Ms. Strasbaugh: Enclosed is a check for $400 toward the payment of inheritance tax. I understand that certain additional money will be paid by the residuary heir and joint tenant with right of survivorship. Please send me the receipt for this payment. When the check of the residuary heir comes in, the receipt should be sent to him or to me, however he may direct. Very truly yours, TZGER, WICKERSHAM, KNAUSS & ERB, P.C. --~ Jered L. Hock JLH/amm Enclosure cc: Jerry A. Weigle, Esquire cc: Paul H. Reed 327144-] JamesECarl Edward E. Knauss, IV* Jered L. Hock Steven P. Miner Clark DeVere Francis J. Lafferty, IV David H. Martineau Andrew W. Norfleet Andrew C. Spears ~ Board Certified in civil tria/law and advocacy b.vtheNationalBoard afTrial Advocacy 0'-- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX{11-96l RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT HOCK JEROD 3211 NORTH FRONT STREET PO BOX 5300 HARRISBURG, PA 17110-0300 nnnn fold ESTATE INFORMATION: SSN: 023-28-4973 FILE NUMBER: 2104-0488 DECEDENT NAME: REED JEAN W DATE OF PAYMENT: 05/11/2005 POSTMARK DATE: 05/10/2005 COUNTY: CUMBERLAND DATE OF DEATH: 05/15/2004 NO. CD 005315 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $400.00 I I I I I I I I TOTAL AMOUNT PAID: $400.00 REMARKS: CHECK# 30871 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WillS REV-150D EX + (6-00) . w .... lI::::$(I) fi::'~ ;rOO UO:-' .... ~ OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 17128-0601 REV.1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER n 2. Supplemental Return o 4. Limited Estate 0 [!J 6. Decedent Died Testate (Attach 0 copy of 'Mil} O 9. Litigation Proceeds Received n 10. Spousal Poverl)' Credit (dale 01 death between 0 11.Election to tax under Sec. 9113(A) (Attach ScI1 0) I _I 12.31-91 and 1-1-95) THiSSEC.TioN MUST BE C6MPlEi'E01'Al:l1'CORRE~PQNO:ENCElNPC'ONFIDENnAllliTAXINF6RM,\TION~HO\.JtD BEbjI;\EciE[ii9;;,'.:~S~"~1~21V' NAME COMPLETE MAILING ADDRESS Jerry A. Weigle, Esquire FIRM NAME (If applicable) Weigle & Associates, P.C. I- Z uJ o uJ u ;1J o DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL) Reed, Jean W. DATE OF DEATH (MM.DD.YEAR) DATE OF BIRTH (MM-DD-YEAR) 05-15-2004 02-12-1931 (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST. FIRST AND MIDDLE INITIAL) [!J 1. Original Return 0488 II 04 I COUNTY CODE . YEAR I SOCIAL SECURITY NUMBER I 023-28-4973 ----hHIS RETU:E~:~~~~E~~ o;~~~; ~TH THE .~ I SOCIA\. SECURITY NUMBER o 3. Remainder Return (date of death prior to. 12-13~82) l~ 5. Federal Estate Tax Return Required NUMBER 4a. Future Interest Compromise (date of death after 12.12-82) 7. Decedent Maintained a Living Trust (Attach copy af Trust) .... z w c z o .. ~ o u TELEPHONE NUMBER 717-532-7388 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship z o j:: 4: ..J ::l !::: 0.. 4: U w a: 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) LJ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G Dr L) 0 Separate Billing Requested 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 8. Total Number of Safe Deposit Boxes 126 East King Street Shippensburg, PA 17257 (1) (2) (3) (4) (5) (6) (7) ) OFFICI~, USE O~I- y r'j 0.".-1 None :,",'". --?--; ~~-,!~ 1,139.24 None None -) , , ::CJ r'O) 1 ._.J 671.92 22,654.12 None Ul (8) 24,465.28 (9) (10) 8,727.25 4,173.76 (11) 12,901.01 11,564.27 0.00 (12) (13) 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) 11,564.27 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 0.00 520.39 0.00 0.00 520.39 20. [Kl CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 15.Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15) or transfers under Sec. 9116(a)(1.2) z 0 .045. (16) j:: 16. Amount of Line 14 taxable at lineal rate 11,564.27 x ~ ::l 0.. 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17) :;; 0 U 18. Amollnt of Line 14 taxable at collateral rate 0.00 x .15 (18) >< ~ 19. Tax Due (19) . . . '>>?BE~JiRE:jo ANsWER!'AI!jjJ'Q.U~$TrdN~QN~REVERSE.$Il:lE'AND RECf:lECKMA TH << .,; ." ., ' Copyright 2002 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00: Decedent's Complete Address: STREET ADDRESS 38 Thompson Creek Drive !STATE PA I iZIP 17257 CITY Shippensburg Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 520.39. 650.00 0.00 Total Credits (A + 8 + C) (2) 650.00 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 thEOVERPA YMENT. (4) 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 theTAX DUE (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is theBALANCE DUE (58) 129.61 Make Check Payable to: REGISTER OF WILLS, AGENT _~_ j11, 'j ~li!r_.[f~. A .__ID~:I..A II .J\iIl!!II 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;...........................................................--................ 0 ~ ~: ~::::~ ~h~e~;~:i:~:~s:~::~s~~~S.h~II.US~.t.h~.~~~~~~~..t~~.n.~~~~.~~.~..o~ .it~.i.n.c.o~e;......................:::::::::::.. --., B ~ d. receive the promise for life of either payments, benefits or care?........................................................... 0 ~ 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?......... [J ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?................................................................................................................ 0 ~ 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,l 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 coffi.plete. Declaration of preparer other than the personal repres~!1~~tiv8 is based on all information of which preparer has a~y knowledge SIGNAT~ OF PERSON SPONSIBLE FOR FILING RETURN ADDRESS Bri.J-ifJ Arth 16 Short Lane 'I / Shippensburg, PA 17257 ~A'fUR F S . ADDRESS q -TURE 0 REPA ER/~THER THAN ADDRESS ;Jerry A. Weigle Esquire t /;Ej05 DATE '8 /~!o5:' 126 East King Street Shippensburg, PA 17257 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 oflhe surviving spouse is 3% [72 P.S. 39116 (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. 39116 (a) (1.1) (ii)]. The statutedoes 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. 39116 (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. 39116 1.2) [72 P.S. 39116 (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. 39116 (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. Rev-1503 EX> (6-98) . SCHEDULE B STOCKS & BONDS COMMONVIIEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Reed, Jean W. FILE NUMBER 21-04-0488 All property jointly.owned with right of survivorship must be disclosed on Schedule F. ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 MetLife - 32 shares, proceeds of sale 07/06/04 1.139.24 TOTAL (Also enter on Line 2, Recapitulation) 1.139.24 (If more space is needed, additional pages of the 5ame size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 ScheduleS (Rev. 6-98) Rev-1508 EX+ (6.98) '. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Reed, Jean W. FILE NUMBER I 21-04-0488 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION 1 Coins - as per appraisal VALUE AT DATE OF DEATH 71.65 2 House of White Birches - subscription refund 7.57 3 Saturday Evening Post - subscription refund 21.60 4 PSECU Checking Shares Account 465.76 Accrued income on Item 4 through date of death 0.07 5 PSECU Regular Shares Account 105.24 Accrued income on Item 5 through date of death 0.03 TOTAL (Also enter on Line 5, Recapitulation) 671.92 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev-1509 EXT (6-98) SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Reed, Jean W. FILE NUMBER 21-04-0488 ESTATE OF 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 A. Paul H. Reed ADDRESS 38 Thompson Creek Drive Shippensburg, PA 17257 RELATIONSHIP TO DECEDENT Son B. C. JOINTLY OWNED PROPERTY: DESCRIPTION OF PROPERTY %OF DATE OF DEATH LETTER DATE DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BI'.NK I'.CCOUNT DECD'S VALUE OF NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER ATTACH DEED FOR VALUE OF ASSET INTEREST DECEDENTS INTEREST JOINTLY-HELD REAL ESTATE. 1 A 12/29/2003 1999 Empire Mobile Home - jointly . 39.000.00 0.500% 19,500.00 purchased, owned, and titled with Paul H. Reed, son, 1/2 interest 2 A 8/3/2000 Timken Super Precision Credit Union - 1.431.79 0.500% 715.90 Checking Account jointly owned with Paul Reed, son, as joint tenants with right of survivorship 3 A 8/3/2000 Timken Super Precision Credit Union - 4,726.12 0.500% 2,363.06 Savings Account jointly owned with Paul Reed, son, as joint tenants with right of survivorship 4 A 8/3/2000 Timken Super Precision Credit Union - 150.32 0.500% 75.16 Holiday Club Account jointly owned with Paul Reed, son, as joint tenants with right of survivorship TOTAL (Also enter on Line 6, Recapitulation) 22,654.12 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 ScheduleF (Rev. 6-98) REV-1151 EX+ (12-99) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Reed, Jean W. Debts of decedent must be reported on Schedule I. FILE NUMBER 21-04-0488 ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 2,225.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Brian R. Arthur Social Security Number(s) I EIN Number of Personal Representative(s): Street Address 16 Short Lane City Shippensburg State PA Zip 17257 - Year(s) Commission paid 2005 500.00 2. Attorney's Fees Weigle & Associates, P.C. 1 ,906.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.0~ Claimant PaulH.Reed Street Address 38 Thompson Creek Drive City Shippensburg State PA Zip 17257 Relationship of Claimant to Decedent Son 4. Probate Fees Register of Wills, Cumberland County 52.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 1. Other Administrative Costs 544.25 - See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 8,727.25 Copyright (c) 2002 form software only The Lackner Group. Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1502 EX+ (6-98) SCHEDULE H-A FUNERAL EXPENSES continued COMMONWEALTH OF PENNS....LVAN1A INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Reed, Jean W. FILE NUMBER 21-04-0488 ITEM NUMBER DESCRIPTION AMOUNT 1 Fogelsanger-Bricker Funeral Home - reimbursement owed to Paul H. Reed 1.805.00 2 Keene Monument Company - engraving (reimbursement owed to Paul H. Reed) 220.00 3 Paul H. Reed - reimbursement for travel expenses for interment of remains 200.00 Subtotal 2.225.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 ScheduleH-A (Rev. 6-98) Rev-1502 EX. (6-98) . SCHEDULE H-B7 OTHER ADMINISTRA TIVE COSTS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER 21-04-0488 Reed, Jean W. ITEM NUMBER DESCRIPTION AMOUNT 1 Cumberland Law Journal - advertising Letters Testamentary 75.00 2 H. Edward Sollenberger - coin appraisal 10.00 3 Linda K. Klein - notary fees 4.00 4 News Chronicle - advertising Letters Testamentary 84.50 5 Register of Wills, Cumberland County - filing PA Inheritance Tax Return 15.00 6 Register of Wills, Cumberland County - filing First and Final Account 200.00 7 Sailhamer Real Estate - real estate market analysis 100.00 8 Weigle & Associates, P.C. - reimbursement for postage, xerox copies, and long distance telephone calls 55.75 Subtotal 544.25 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) Rev-1512 EX_ (6-98) '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Reed, Jean W. FILE NUMBER 21-04-0488 Include unrelmbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Chambersburg Hospital - 05/10/2004 billing 143.83 2 Chambersburg Hospital - 05/17/04 billing 465.45 3 Chambersburg Imaging Associates - 04/07/04 billing 40.57 4 Excel Communication - 06/15/04 billing 50.40 5 Mortgage Debt on mobile home - owed to Kenneth and Anna Hollinger, 250 Beetem Hollow Road, Newville, PA 17241 (date of death balance $6,398.44 x 1/2) 3.199.22 6 Penelec - OS/27/2004 billing 88.72 7 PSECU Checking Shares Account - checks clearing after date of death 69.88 8 Sprint - 06/22/04 billing 17.34 9 Timken Super Precision Credit Union - VISA account balance 98.35 TOTAL (Also enter on Line 10, Recapitulation) 4,173.76 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule I (Rev. 6-98) REV-1513 EX+ (9-00) , SCHEDULE .. COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Reed, Jean W. 21-04-0488 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) Do Not List Trustee(s) I. TAXABLE DISTRIBUTIONS [include outright sfrousal distributions, and ransfers under Sec. 9116(a)(1.2)] L Paul H. Reed Son Mobile Home 11,564.27 38 Thompson Creek Drive interest Manchester, NH 03102 Total 11,564.27 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 ScheduleJ (Rev. 6-98) _ r,_(~,~.,-::,r~ BUREAU OF INDIVIDUAL TAX~S-").; ,. -,.. INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA _ , DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX \Q , ,. ~. r;:b ',. ~- REV-1547 EX AFP (06-05) 10-18-200S REED OS-lS-2004 21 04-0488 CUMBERLAND 101 APPEAL DATE: 12-17-200S ( See reverse side under Objections) Amount Remitted[ ] 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 4- REV:iS4'-EX-AFP-C03:0Sj-NOTiCE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JEAN W FILE NO. 21 04-0488 ACN 101 DATE 10-18-200S TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN ('1,..... c'" '7 II c. J' JERRV A WEIGLE ~SQ WEIGLE & ASSOCS 126 EKING ST SHIPPENSBURG PA 172S7 ESTATE OF REED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/PartnershiP Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. JointlY Owned Property (Schedule F) 7. Transfers (Schedule Gl S. Total Assets JEAN W U) (2) (3) (4) (S) (6) {71 .00 1.139.24 .00 .00 671.92 22,6S4.12 .00 (S) NOTE: To insure proper credit to your account submit the upper porti of this form with your tax payment. 24,46S.28 6,916.09 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax NOTE: If an assessment was issued previously. lines reflect figures that include the total of ALL ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (lS) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at, Sibling rate (17) lS. Amount of Line 14 taxable at Collateral/Class B rate (lS) 19. Principal Tax Due TAX CREDITS. (9) UO) 4.173.76 Ul) (2) (3) (14) 11.089 85 13,37S.43 .00 13.37S.43 14. 15 and/or 16. 17. 18 and 19 will returns assessed to date. .00 X 00 = 13.37S.43X 04S= .00x 12 = .00 X IS = (9)= .00 601.89 .00 .00 601.89 . '.. . .,"'.. . ,,"'.."'....' . l+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) OS-07-200S CDOOS302 .00 2S0.00 OS-10-200S CDOOS31S 6.82- 400.00 10-11-200S REFUND .00 41. 29- TOTAL TAX CREDIT 601.89 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .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" (CR). YOU MAY BE I A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. . R' '1470 EX (6-88) , INHERITANCE TAX EXPLANA TION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME Jean W. Reed FILE NUMBER Destiny S.R.8rown ACN 2104-0488 101 REVIEWED BY ITEM SCHEDULE NO. EXPLANA nON OF CHANGES H 83 Reduced to $1,811.16. Family exemption can only be claimed against assets subject to will or intestacy. ROW Page 1 INHERITANCE TAX RECORD ADJUSTMENT r*';'\ ,- r'\ "~,CT:~,r,~ BUREAU OF IND~li'f~~ \ "'~:- ': INHERITANCE TAX DiYLSJ1'lN~ "', ' PO BOX 280601 "'" ' HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE . .. "'r ~In\! \ \) 1u::,) I',' i \J: 05 REV-1593 EX AFP (03-05) JERRV!~WEIGLE ESQ WEIGLE & ASSOCS 126 EKING ST SHIPPENSBURG PA 17257 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-26-2005 REED 05-15-2004 21 04-0488 CUMBERLAND 101 JEAN W Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- --------------------------------------------------------------------------------------------------------------------------------------- REV-1593 EX AFP (03-05) .. INHERITANCE TAX RECORD ADJUSTMENT .. ESTATE OF REED JEAN W FILE NO. 21 04-0488 ACN 101 DATE 10-26-2005 ADJUSTMENT BASED ON: VALUE OF ESTATE: ADMINISTRATIVE CORRECTION 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets ll) (2) (3) (4) (5) (6) (7) .00 1,139.24 .00 .00 671 .92 22,654.12 .00 (8) 10. 11. 12. 13. 14. TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/ Miscellaneous Expenses (Schedule H) Debts/Mortgage Liabilities/Liens (Schedule I) Total Deductions Net Value of Tax Return Charitable/Governmental Bequests; Non-elected Net Value of Estate Subject to Tax 24,465.28 (9) 1l0) 7,038.41 4,173.76 (11) (12) (13) (14) 11,212.17 13,253.11 .00 13,253.11 9113 Trusts (Schedule J) (15) (16) lln (18) .oox 00 = 13.253.11 X 045= .oox 12 = .oox 15 = (19) n___.. . l"'J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-07-2005 CD005302 .00 250.00 05-10-2005 CD005315 6.76- 400.00 10-11-2005 REFUND .00 41.29- TOTAL TAX CREDIT 601. 95 BALANCE OF TAX DUE 5.57CR INTEREST AND PEN. .00 TOTAL DUE 5.57CR .00 596.39 .00 .00 596.38 · 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" (CR), YOU MAY BE DUE ('\ t- A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~ REV-1470 EX (6-88) . ~ ,.. INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME REVIEWED BY JEAN W REED SCOTT ELLISON ITEM SCHEDULE NO. EXPLANATION OF CHANGES SCHEDULE H HAS BEEN ADJUSTED TO $7,038.41. ROW FILE NUMBER ACN r--'J -::> '.~:~ - o 2104-0488 101 .",.- ,-;> -~ . CJ <J1 Paqe 1 - BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE r-r- (\r-C\("'C DC Q~enFDtV \.J'\"\ IV'- ~NHERITANCE TAX (",,".,,)V . \$\'r~J'EMENT OF ACCOUNT REV-1607 EX AFP (03-05) 1~\j~ 2.8 P\"'l 3: 01 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-24-2005 REED 05-15-2004 21 04-0488 CUMBERLAND 101 JEAN W JERRY A WEIGLE ESQ WEIGLE 8 ASSOCS 126 EKING ST SHIPPENSBURG PA 17257 Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent. --+ RETAIN LOWER PORTION FOR YOUR RECORDS +- CUT ALONG THIS LINE --------------------------------------------------------------------------- *** INHERITANCE TAX STATEMENT OF ACCOUNT ... REV-1607 EX AFP (03-05) ESTATE OF FILE NO. ACN DATE THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYHENTS. THE CURRENT BALANCE. AND. IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-18-2005 PRINCIPAL TAX DUE: 601.89 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-07-2005 CD005302 .00 250.00 05-10-2005 CD005315 6.82- 400.00 10-11-2005 REFUND .00 41. 29- TOTAL TAX CREDIT 601.89 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) c~ - BUREAU OF INDIViDUAl' tAXES i . INHERITANCE TAX DIVISJDN' PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '\i ~.~ ! I f.3 f< ~ f. :.~ 8 REV-1607 EX AFP (03-05) c:'~. . JERRYr'A' WEIGLE ESQ WEIGLE & ASSOCS 126 EKING ST SHIPPENSBURG PA 17257 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-19-2005 REED 05-15-2004 21 04-0488 CUMBERLAND 101 JEAN W Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: CUT ALONG THIS LINE NOTE: To insure proper credit to your account, subllit the Upper portion of this forll with your tax paYllent. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 REV-1607 EX AFP (03-05) --------------------------------------------------------------------------- --to RETAIN LOWER PORTION FOR YOUR RECORDS +- ESTATE OF REED JEAN W FILE NO. 21 04-0488 ACN 101 DATE 12-19-2005 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. *** INHERITANCE TAX STATEMENT OF ACCOUNT ... DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-25-2005 PAYMENTS (TAX CREDITS): PRINCIPAL TAX DUE: 596.38 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-07-2005 CD005302 .00 250.00 05-10-2005 ~ CD005315 6.76- 400.00 10-11-2005 REFUND .00 41. 29- 12-05-2005 ',,- REFUND .00 5.57- TOTAL TAX CREDIT 596.38 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 II! SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) I<K Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/29/2006 ARTHUR BRIAN R 16 SHORT LANE SHIPPENSBURG, PA 17257 RE: Estate of REED JEAN W File Number: 2004-00488 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 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: 5/15/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel In Re: Estate of REED JEAN W ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2004-00488 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: ARTHUR BRIAN R Counsel for Personal Representative: Date of Decedent's Death: 5/15/2004 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk ofthe Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 5/31/2006 ~L L~~U,{ Glenda Farner Strasbaugh Clerk of the Orphans' Court ~ /1 ; Distribution: Personal Representative Counsel for Personal Representative Estate File I I ; c :. 1 . 1 Register of Wi Us of Cumberland County STAruS REPORT UNDER RULE 6.12 Name of Decedent: Jean W. Reed Date ofDeatb: May 15, 2004 Estate No.: 21-04-0488 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rilles, 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 00 . 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 12-31-06 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 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 Date: c. Copies of receipts, releases, joinders and approval of fonnal or informal accounts may be file~ ~the Clerk of the Orphans' Ct and IJ.'l.fY I attached to this report! ~ ' 6-6-06 \ 0 " ' , / , igna .r) If) Jerry A. Name WEIGLE & ASSOCIATES, P.C. 126 East King Street Address Shippensburg, PA 717-532-7388 ('.~.J Telephone No. c__ C'0 17257 ..~. ..- =.~.) -; \o...f':.' c:.::~ (:.::;:::.' \..-"..1 Capacity: o Personal Representative IKl Counsel for personal representative /- , ~,~, AX~\J Register ofVviIls of CUDlberland County STAT1JS REPORT 'lJN'QEE RLTL~ 6,12 Jean W. Reed Name of Dc cedent: 5-15-2004 Date of Death: 3. If the answer to NQ. 1 is Yes, state the following: a. Did the persOiuu representative file a final account \vith the Court? Yes 0 No 1!l b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal repres...."'11tative state an account informally to the parties in interest? Yes 00 No 0 c. Copies of receipts, releases,joinders and approval of fannal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report Date: 10/12/06 Signatur:;~ ~ \1)~ Jerry A. Weigle, Esquire Name WEIGLE & ASSOCIATES, P.C. 126 East King Street Address Shippensburg, PA 717-532-7388 17257 '~. "'t ~',,'(". ~"~l 'Pi"l';;:n-l,d R".....r"'c;..r.t:::t'V'" ~ ~. ......- '-' ~~... <.""~ '"""r)A '-",...\",...A-.~'..... ~,' ..... IX: :'6 I r', c-) o fg r'r-, C:J o "r, ::.::J c:> ,~ rr", '/1 (:;? ~