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Home My WebLink About03-0791 PETITION FOR PROBATE and GRANT OF LETTERS Estate of JeanA. Cridland No. ~t'"0~"'"?ll~_ / also known as To: Register of Wills for the County of Cumberland Commonwealth of Pennsylvania Social Security No. 209-12-5183 ~ Deceased. The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executrix in the last wilt of the above decedent, dated.. August 30, 2000 and codicil(s) dated n/a in the named ,19~ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland ~ , ~ Cou~n[~,.Pennsylvania, with her last family or principal residence at ,18 Douglas Court, cartis~e, PA (list street, number and muncipality) Decendent, then .82 vears of aec, died September 24, 2003 19. at Carlisle, Cumberland County~ Pennsylva~ia ' -- 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 noi the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: ] ~ ~){:~';~P~'~__-.:~A- WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters.testamentary theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) ;LOul::nn 'Kihgswood, Texas '77339 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cuanberland 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 we!l an~truly administer tJl~. estate according to law. S~orn to or af~r2~:l and subscribed r ~ before me this ,"50 day of | Li~da D. Olsen . September, 2003- ~~ ] Estate of JEAN A. CRIDLAND , Deceased DECREE OF PROBATE AND GRANT OF LETTERS September 3/~) ,2003 AND NOW the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated August 30, 2000 described therein be admitted to probate and filed of record as the last will of. JEAN A. CRIDLAND , in consideration'of the Petition on and Letters testamentary ' are hereby granted to .Linda L. Olsen FEES Probate, Letters, Etc .......... $,~22]0,00 Short Certificates( ) .......... $ 15', O O sJO. ~ TOTAL ~ $~ Filed .~.'k._~.Q 7.~ ...................... James D. Flower, Jr. #27742 ATTORNEY (Sup. Ct. I.D. No.) 26 West High Street, Carlisle, PA 17013 717-243-6222 ADDRESS PHONE his 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. Fee for this certificate, $2.00 P 9609936 No. Local Registrar "~ SEP 2 9 ?~o.~ , Date m0~.~,tl ~,. ~ COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAl. RECORDS CERTIFICATE OF DEATH ~~ A. Cti. d.l.a nd ' - u' - ~:<~.~_cu,,~,'~,'~t;~''"~' . ~i,~i': 2ooa ~ ~ uum~e~zana ~ ,~ na~y ~. Da~nha~t nda C. O~sen Hh~te ~ ~ ~~ ~ K~ng~ood~ Texas 77339 ~ ~ ~ ~,~ept.30~ 2003 ~o~' Harr~sbu~g~ Pennsy~van~c LAST WILL and TESTAMENT OF JEAN A. CRIDLAND I, JEAN A. CRIDLAND, of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all former Wills, Codicils, or writings in the nature thereof, by me at any time heretofore made. FIRST: I hereby order and direct my Executrix or Executor, hereinafter named, to pay all my just debts, funeral expenses, testamentary expenses and all Inheritance, Estate, Transfer and Succession Taxes, as soon as may be conveniently done after my death, out of my residuary estate. SECOND: I give, devise and bequeath all the rest, residue and remainder of my estate to my daughter, LINDA L. OLSEN, her heirs and assigns. THIRD: I nominate, 'constitute and appoint my daughter, LINDA L. OLSEN, to be the Executrix of this my Last Will and Testament. Should my daughter, LINDA L. OLSEN, be unable to so act, I appoint my sister, MARIAN GRONINGER, to act as such Executrix in her place and stead. FOURTH: No Executrix shall be required to file bond in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~/") day of ~---~[~,~ , 2000. Cridland SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS I, JEAN A. CRIDLAND, 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; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed., Sworn or affirmed to ~:~-d acknowledged before p3e, by JEAN A. CRIDLAND, the Testatrix, this ~/2~ of /"~~...~ .,~z_. 2000. ~,, , Jean A. Cridland, Testatrix Not-~ub'lic ' MERLENE J. MAflHEVt~ NOTAI~Y ~ I COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS We, ,~~% "'~-~L-5~_.L and-'~f~A ,._~,"'~L~,--t~oL.~ the 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 Testatrix sign and execute the instrument as her Last Will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by ',~m~L~o and --~_~L~-~A ,3 .'"~E~t-to~-t~{~.. this 2000. ess Witness 4 JEAN A. CRIDLAND FLOWER, FLOWER & LINDSAY, P.C. 11 EAST HIGH STREET CARLISLE, PENNSYLVANIA 17013 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Estate No.: To the Register: JEAN A, CRIDLAND September 24, 2003 21 - 03 - 791 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 October 3, 2003. Name Linda L. Olsen Address 1915 Thousand Pines Drive Kingwood, Texas 77339 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: October 3, 2003 Capacity: SAIDIS, SHUFF, FLOWER & LINDSAY Name Address Telephone X James D. Flower, Jr. 26 West High Street Carlisle, PA 17013 (717) 243-6222 Personal Representative Counsel for Personal Representative Chris and Linda Olsen 1915 Thousand Pines Drive Kingwood, Texas 77339 (281) 358-8503 December 16, 2003 Register of Wills, Agent One Courthouse Square Carlisle, PA 17013 RE: ESTATE OF JEAN A CRIDLAND Dear Sirs: Enclosed is a check in the amount of $16,000 for estimated taxes on the above estate. Date of Death: 9/24/2003 S.S.#: 209-12-5183 P.A. File #: 21-03-0791 File No.: 2003-00791 Also enclosed is the "short certificate". Thank you. Sincerely, Linda Cridland Olsen, Executrix Estate of Jean A. Cridland Enclosures PRIORITY M/JIL UNITED ST/JTES POST/JL SERVICE® Apply Priority Mail P~stage Here JEAN A. CRIDLAND ESTATE LINDA C. OLSEN 1915 THOUSAND PINES KINGWOOD, TX 77339 9264 F___7_0.0_3 050_0 0001 _2_06_6__9430 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003350 OLSEN LINDA L 1915 THOUSAND PINES DRIVE KINGWOOD, TX 77339 ........ fold ESTATE INFORMATION: SSN: 209-12-5183 FILE NUMBER: 2103-0791 DECEDENT NAME: CRIDLAND JEAN A DATE OF PAYMENT: 12/19/2003 POSTMARK DATE: 12/16/2003 COUNTY: CUMBERLAND DATE OF DEATH: 09/24/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $16,000.00 TOTAL AMOUNT PAID: 6,000.00 REMARKS: LINDAC OLSEN SEAL CHECK# 226 INITIALS: JA RECEIVED BY' DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEFT. 2806O1 HARRISBURG, PA 17128-0601 I-- Z LU LU DECE~ENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL,~L~.. REV-1500 I OFF, C, .us FILE NUMB~'~' ................................ INHERITANCE TAX RETURN _ 047 / RESIDENT DECEDENT ~ DATE OF DEATH ~M-DD3yEAR) I DATE OF BIRTH (MM-OD-YEAR) J ?:et OF APPLICABLE) SURVIVING SPOUSE'S NAUE (LAST, FIRST, AND UIDDLE INITIAL) O2. sepfllementalRetum C~1. Original Retum SOCIAL SECURITY NUMBER - THIS RETURN MUST BE FEED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER r--~ 3. Remainder Rstum (~e o~ m~ah ~to 12.~3.82) [] 4. Limited Estate [] 4a. Future Interest ComFomise (am o~deah ae 12-12-82) [] 5. Federal Estate Tax Return Required r--16. Decedent Died Testete pa~am ct~/d wi) [] 7. Decedent Maintained a Living Trust Vmm c~w d Trna) 8. Totel Number of Safo Deposit Boxes [] 9. LiUgation Proceeds Received [] lO.S~.lP~"(~d~a,~2-31..~4~) [] 11. Election to tax undersec. 9113(A)(~chSchO) ::::; ......... ~ ........................... ~.:...~L;:.~,.~ ....... ~ ....... ~......:~:.::.~5..:.~ .................. ~ .............. :-: ....~ ......................... ~-:-:.-: ............................ ~- ........... ~. -~ ................... ~--,~-~- ~;~ ............... 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Properly (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) U Separate Billing Requested 7. Inter-V*wea Trar-~e~s & Miscelbneous N(m-Pmbate PTopen'y (7) (Schedule G or L) 8. Tetal Gross Asse~ (tutel Dries 1-7) 9. Funmal Expenses & AdministretNe Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Uabilities, & Liens (Schedule I) (10) 11. To*al Deductions (tolal Unes9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) /To 13. Charitable and Govemreantel 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) (8) (11) (12) (13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable et the spousal tax rate, or ~ausfem under Sec. 9116 (a)(1.2) x .0 (15) 17. Amount of Line 14 taxabte at sibling rate x .12 07) 18. Amount of Line 14 taxable at coiiatemlrate x .15 (18) 19. Tax Due (19) I .)ecedent's Complete Address: ISTREETADDRESS Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credil B. Prior Payments C. Discount Interesl/Penally if applicable D. Interesl E. Penally Total Credits ( A + B + C ) (2) Totel InteresllPenally ( D + E ) (3) If Line 2 is greater Ihan Line 1 + Line 3, enter the difference. This is the OVERPAYMENT, Check box on Page I Line 20 to request a refund (4) (4) 5. tf Line 1 + Une 3 is greater than Une 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the lolal of Line 5 + SA. This is Ihe BALANCE DUE. (SB) Make Check Payable to: REGISTER OF WILLS, AGENT ~' :' :' :' :': <' :' :' :' :' :':' :' :' :' :':-' ':':-:' :' :':' > :' :' :' :~.-~ .~:' :-:<' :-~:::':-:-:. :'-"-"~--': :.' ~ ~-:-:. :--'-:-:-~:--'~:-'-'-'-'.'-'-'::-'-':~::~::: :::: ~-:-': >-:-~-'-' ::~-::: :'-:::.': .~ ::~:::-'.':~ :: :::::: :::: $-"~:~ :~-.-': ~:: :~-':::: :: :: ~ :: ~ ::::::::-'::::: ~i~i :.:::' :~-'.:~ ~'::~ ~ ~:.-'.-.':.:~ ::'. ~:~. :::'-'.:::' :~:~::-'::~::;-'.::i::' .I-::' :'~ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a Irensfer and: Yes a. retain the use or income of the properly bansfermd; ......................................................... [] b. retain Ihe right to designate who shall use the pmparly Iransferred or ils income; ............................................ [] c. retein a reversionary inlerest; or .......................................................................................................................... [] d. receive the promise for life of either payments, benefits or care? ...................................................................... [] 2. If death occurred after December 12, 1982, did decedent Iransfer property wilhin one year of death without receiving adequate consideralion? ...................................... [] 3. Did decedent own an 'in Irust fa" or payable upon death bank account or secudly at his or her death? ..............[] 4. Did decedent own an Individual ReUmmentAccount, annuity, or olher non-pmbale property which contains a beneficiary designalion? ........................................................................................................................ [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU YUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ............................................... '-..'.'.'.~'~-~ ~~+:~+~+~:~:~x~:~x~:<<~>:~x+:~:~>>:~::::~::~:~::~::L~ :::~: ~: ~:~<~ fc~:~5::~:~:~:~:~:::~:~::~: ~:~:~:~ ~(<~ For ~t~ of d~ ~ = afar Ju~ 1, 19~ end ~lom Ja~a~ 1, ~995, Ihe ~ m~ im~s~ ~ the riel valm ol t=nsf~s Io or I~ the u~ of I~ suwiv~ ~u~ ~ 3% ~2 P.S. ~9116 (a) (1.1) (i)J. For da~s ol dea~ on or after Janua~ 1, 1995, the ~ rote ~ed ~ Ihe nel val~ of Imnsle= Io or for ~e ~ of the suw~i~ s~u~ b 0% ~2 RS. ~9116 (a) (1.1) (ii)~ The s~lu~ ~ a tm~er Io a su~i~ sp~ lmm ~x, a~ I~ s~blo~ r~uimme~ for d~l~um of as~ts and ~ng a ~x relum are sl~ appl~ble even · e sunning spo~ is I~ on~ ~f=~. For dates of d~lh ~ or a~r July 1, 20~: ~e ~x role im~d on I~ net ve~e ~ Im~m from a ~a~d ch~ ~en~ y~m of a~ or younger al d~lh !o or for I~ ~ ~ a naluml ~mni, an ad~l~e paren~ or a steppa=nt of ~e ~ild ~ 0% ~2 RS. ~9116(a)(1.2)J. The tax rote ~s~ on the net val~ of Iransfem to or f~ t~ u~ M ~e de~denrs ~eal benefim~s is 4.5%, excepl as no~ed in 72 P.S. ~g116(1.2) [72 P.S. ~gl16(aX1)]. ~e ~x role imbed on ~e ~1 v~ ~ ~m Io ~ l~ ~e ~ of ~e d~enrs sibl~s b 12% F2 RS. ~9116{a)(1.3)J. A sib~g b ~fln~, under Seclbn 9102, as an indiv~ual w~ has at ~ast one ~mnt ~ ~mm~ w~h ~e ~nt, whether by b~ or a~p~. REV~1502 EX+ (6-98~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE FILE NUMBER All real property owned solely or as a tenant in common must be reported st fair market value. Fair market value is defined as the price et 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 la(ts. Real property which is jointly-owned with fight of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH REV-1503 EX+ (6-98) .. I . o.,o.w~LT.o~.~..syL¥,,..~ I STOCVS & BONDS ~KS & BONDS ESTATE OF FILE NUMBER NUMBER 1. All ~,~.,pelty jointJy.-o',,~n~,~ with i;ght of ~iirvi,,,m~hlp n',;~t be ~;_~-.';~_.~J_ on ,~;-,~ule F. DESCRIPTION VALUE AT DATE F DEATH (If more ~_:~ is needed, insert additional sheets of the same size) 18 DOUGLAS ¢OUFIT CAIIMSLE PA 17013-1714 ARTHUR R (ART} AMUNDSEN 21 WEST HIGH STREET CARLISLE PA 17013 717-258-4688 V.lue Summ.r~ (Xe~d .t Eewer~l ragu._. ~ Sep 26 VtJua o~ Aug 30 $225,914,35 V,=~lue o~e year ago $2~5,525.22 $197,773.47 This cha~t shows how Me value of your accoun! nas c~anged reoemly (inclucles only assets held et Edwar~ Jones). Willie its importanl to be aware o'l shoat-term resu~, don't lose s~gl~! of the long term, E~ward Jones believes a Iong-lerm investment strategy offers the greatest Pofa~ba~ for success. Sumnmry of our Value o~ Value o~ Ca~ ~ m~ merkel ~,618 93 $10,~.42 -~1.49 ~n~s 28.631 .~ ~,~,81 -914.1g ~ 50,231.16 4g,~8.67 ~2,,19 Mural fun~s 137,~.~ 136,~2.~ 1,0~2.32 TRw I:)~crends Olher 1~3o~ae Prlnc~Cml Relums 09/16 FEDERAL HOME LN SER 'J770 CL Id., DUE 02./15/'2025 6125 % FEDERAL NATL MTG 1999-.40 CL HH DUE 07/20/20E9 7,0~0 % LOR~ A~BET'I' GLC~,U. I~ICOME FDA 09112 0~/15 OW18 09/22 09/22 AT DAILY ACCRUAL RATE LORD ABBETT BONO DEBENTURE A INCOME FUND OF AMERICA CL A PUTNAM HIGH YIELD TRUST Ct. A AMERICAN MUTUAL FUND CL A CAPrrAL WORLD GRTH & INCM CL A 3000. Antoum 09~ PUTNAM EQUITY INCOME FUND Ct, A Total rectuM, 00O677 819.416 23.33 T~ frae mnymk'l 09/15 09/15 09/15 09/~2 1031.502 1606.778 891.374 63:3.56.5 504.598 0.175 0.055 0.13 0,14 $19.56 Tax fmc mnyr~kl 44.~,6 Tax I~.~ mnymM 2sa.es 'rax frae mnyml~ 49. G3 Tax f~e mnlnnld '82.36 Tax free mnymkt 70,64 Tax free mnymle FEDERAL HOME LN SER 2071 CL B- 6.500 DUE 07/15/28 NEW PERSPECTIVE FUND CL A LORD ABBETT AFFILIATED FD CL A FEDERAL NATL MTG 1999-40 CL HH ?,000 DUE 07/20/29 C~I t000 BONDS 1433.048 2.29~ 4.878 I000, 0.052 O .070183 21 12.,90 Tmde 74 ~ Tax Ima mm/mM $350 g2 Tax fmc mnymkt ,50.00 Tax f~e r~,nymkl 60,00 Tax t'ree mnymk'l t,OOO.O0 Tax kee mnymkl Tol~l c~sh ,d~cl money ~a~<e! fun~ o~ AW 30 Addltto~ Income ~her ~e ~ fram ~nae~s ~ ~r ~m~ls ~n~e~ out $10,000.42 $1,4eo.g2 -S2,B75.00 &9,B18.S3 Income Mc~ ma~kel cliviclencls 0~2 T~ FREE MO~ MA~ ~ 0.~ 2.80 'r~ OG/15 GE~L ELEC C~P GL~ ~ Slee.?S Tax free mnyrnl~ DUE o3/1~'032 6.7~ % 0.0~TS 09/15 FEDERAL HOME LN E~ER 2071 CL B 5000. DUE 07/15/2028 $. ~ % (}.00'~28 13.14 T., f~ee mnymkl REV-1508 EX+ (6-98) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER ITEM NUMBER Inciude the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of suwlvomhlp must be disclosed on Schedule F. VALUE AT DATE DESCRIPTION OF DEATH TOTAL (Also enter on line 5, Recapitulation) $ (If mom space is needed, insert additional sheets of the same size) ,REV-1511 EX+ COMMON~,~c_"_-_AL'rH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER o07?/ ITEM NUMBER A 1. 5. 6. 7. D~,h) of 4m:~nt mm be rq)orted on Sc~____~ £ DESGRIPTION FUNERAL EXPENSES: ADMINISTRATIVE COSTS: Personal Reprasentative's Commissions Name of Personal Represcmtative(s) Social Security Numbe~s)/EIN Number of Personal RepmsentaUve(s) Street Address CH, State ~ Year(s) Commission Paid: Attorney Fees Family Exemption: (If decddlmt's address is nat Ihe same as claimant's, att~r=fl explanation) RetalJonship of Claimant to Deceddnl Probate Fees Accountant's Fees L Tax Ratum Pmparer's Fees TOTAL (Also enter on line (if more space is needed, insert additionaJ ~-.~,i~ of the same size) .REV-1612 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE I DEBTS OF DECEDENT, MORTGAGE UABILITIES, & UENS FILE NUMBER ITEM NUMBER R~ ~.~b~ ;r,c~,; by the ~ci~ent prior to death which remained unpaid as of the date of d~.*h, .~_~c_h_~i_ ng unmimbursed _-_:~:=-! .x~_=_::=~. DESCRIPTION TOTAL (Also enter on line 10, Reca~nitulalion) $ (if mine space is needed, inse~t additional sheets of the same size) VALUE AT DATE OF DEATH C~REAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION BERT, 180601 HARNISGURG~ PA 17118-0601 COHNONgEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX REV-I.347 EX &FP (01-0.3) LINDA C OLSEN'0~ ~EP 15 C O OLSEN & COMPANY PC 1915 THOUSANit~INES KINGNOOD ~,~,~,~. TX.775~9 BATE 09-14-2004 ESTATE OF CRIDLAND BATE OF BEATH 09-24-2005 FILE NUMBER 21 05-0791 COUNTY CUMBERLAND ACN 101 Amoun~ Remi~ed JEAN A HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF gILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LOgER PORTION FOR YOUR RECORBS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOgANCE OR DZSALLOgANCE OF BEDUCTZONS AND ASSESSHENT OF TAX ESTATE OF CRIDLAND JEAN AFZLE NO. 21 05-0791 ACN 101 BATE 09-14-2004 TAX RETURN HAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Reel Es~:e~e (Schedule A) (1) 2. S~ocks end Bonds (Schedule B) (2) 3. Closely Held S:kock/Par:~nership /n~eres~ (Schedule C) (3) ~. Hor~gegas/No~es Receivable (Schedule D) (q) .6. Cash/Bank Deposi~cs/Misc. Personal Proper~y (Schedule E) ($) 6. Jointly Owned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Asse~:s APPROVEB DEBUCTZONS AND EXEHPTZONS: 9. Funeral Expenses/Ada. Cos~s/Hisc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities~Liens (Schedule I) (10) 11. To,al Deductions 12. Ne~ Value of Tax Re~urn 156~000.00 274/470.00 .00 .0O 15/861.00 .00 .00 (8) 39,250.00 NOTE: To insure proper credi~ ~o your account, subai~ ~he upper portion of ~his form wi~h your ~ax payment. 15. 14. NOTE: 446,552.00 29~476.00 (11) ~ .72~. O0 (12) 577,606.00 reflect ~igures that include the total of ALL returns assessed to date. .O0 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULAT/ON OF ADDITIONAL INTEREST. REVERSE SIDE OF THIS FORM (15) .00 x O0 = .00 (l~) 577,606.00 X 045= 16,992.27 (17) . O0 X 12 = . O0 (18) .00 x 15 = .00 (19)= 16,992.27 INTEREST IS CHARGED THROUGH 09-29-2004 AT THE RATES APPLICABLE AS OUTLINED ON THE AHOUNT PAID 16,000.00 TOTAL TAX CREDIT BALANCE OF TAX BUEI INTEREST AND PEN. TOTAL DUE ( 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.) 19. Princl TAX CREDITS PAYHENT DATE 12-16-2005 16,842.11 150.16 1.60 151.76 CD005550 842.11 ASSESSHENT OF TAX: 15. Amoun'l: of Line 1~ a~ Spousal ra~e 16. Aaoun~ of Line lfi ~axable a~ Lineal/Class A ra~e 17. Amoun~ of Line 1~ e~ Sibling ra~e 18. Aeoun~ of Line lq ~exabla a~ Collateral/Class B ra~e )al Tax Due RECEIPT D'rsCOUNT (+) NUHBER INTEREST/PEN PAID (-) Charitable/Governmental Bequests; Non-elec~ed 9115 Trusts (Schedule J) (15) Ne* Value of Es~a~e Subjec~ ~CO Tax (1fi) 577,606.00 'r~: an assessment was issued previously, lines 14, 15 and/er 16, 17, 18 and 19 will RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CRS: OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 1Z, 1982 -- if any future interest in ~he estate is transfmrred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Coaaoneealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the 1aclu1 Class B (collateral) rate on any such future interest. To fulfill the requirements of Section ZIqO of the Inheritance and Estate Tax Act, Act 25 of ZOO0. (7Z P.S. Smctlon 9140). Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on thm reverse side. --Make check or money order payable to: REGISTER OF NZLLS, AGENT A refund of a tax credit, ehich was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications are available at the Dffice of the Register of Hills, any of the 25 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-56Z-ZOSO; services for taxpayers with special hearing and / or speaking needs: 1-800-4q7-50ZO (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object eithin sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZBIOZ1, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid within three ($) calender months after the decedent's death, a five percent (5Z) discount of the tax paid is allowed. The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January lB, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning eJth first day of dellnquancy, or nine (9) months and one [1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6X) percent per annum calculated at a daily rate of .00016q. AIl taxes which became delinqumnt on and after January 1, 1982 wit1 bear interest at a rate ehich will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO4 are: Interest Daily Interest Daily Interest Year Rate Factor Year Rata Factor Year Rate 1982 ZOZ .000548 1988-1991 11Z .000501 ~ 9Z 1985 162 .000q58 1992 9Z .oonz47 ZOOZ 67. 1984 llX . O00'~OX 1995-1994 7Z .O0019Z ZOO5 5Z 1985 152 .000556 1995-1998 9Z .000247 2004 42 1986 IOZ .000274 1999 7Z .00019Z 1987 107. .000Z74 ZOO0 7Z .000192 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR Daily Factor .000247 .000164 .000157 .O00llO --Any Notice issued after the tax becomes dmlinquant will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME FILE NUMBER Cridland, Jean A. 2103-0791 REVIEWED BY ACN Daniel Heck 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES The claim for the family exemption has been disallowed. The claimant must be a spouse H B-3 or if no spouse, a parent or child living in the same household as the decedent as of the date of death. ROW Page I Cumberland County - Register Of Wills One Courthouse Square Carlisler PA 17013 Phone: (717) 240-6345 Date: 8/30/2005 FLOWER JAMES D JR 26 WEST HIGH STREET CARLISLEr PA 17013 RE: Estate of CRIDLAND JEAN A File Number: 2003-00791 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 RULESr NO. 103 SUPREME COURT RULES DOCKET NO. lr for decedents dying on or after July lr 1992r the personal representative or his counselr within two (2) years of the decedent's deathr shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 9/24/2005 Your prompt attention to this matter will be appreciated. Thank You. SincerelYr ~~~ GLE~~A FAP~~ER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge & t U...J () f,"j_~_ 1_' .'. ) C-' C. ~", cc~ r--~, ......,--~ . C~; L~I C~_ Register of Wi Us of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: .j QQ n A- ~ C..12.-tl) La rJ j) Date of Death: 09 \ a '4-- \ aDO 3- Estate No.: d CO ~-C>o 1 q \ 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 ~ No 0 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 ~ ~nal representative file a final account with the Court? Yes ~ 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.GJ.---"- c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date:~- N 0,J dJ-L~0~ [" l1VpA C. 0 ~Se\'\ Name CNbU 0. ,,( - B~' c. _ \L\ t\bhe~s.~ J l.oJ..lt- ~. \D O. 't,~, Addres~ ---uJL~A <D R... l 4-/ 33 / .3/<6- ?PlCo-l3Cf I Telephone No. c.... t.~~) c-: ' L;.;) C-, Capacity: ~rsonal Representative o Counsel for personal representative .. (:r v f , Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 8/30/2005 FLOWER JAMES D JR 26 WEST HIGH STREET CARLISLE, PA 17013 RE: Estate of CRIDLAND JEAN A File Number: 2003-00791 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 is due by: 9/24/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge COMMONWEALTH OF PENNSYLVANIA DEPARTN~vritrdENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162EX111-961 N0. CD 010377 OLSEN LINDA L 1915 THOUSAND PINES DRIVE KINGWOOD, TX 77339 fold ESTATE INFORMATION: ssrv: 2os-12-5~s3 FILE NUMBER: 2103-0791 DECEDENT NAME: CRIDLAND JEAN A DATE OF PAYMENT: 10/07/2008 POSTMARK DATE: 10/07/2008 couNTY: CUMBERLAND ~~ DATE OF DEATH: 09/24/2003 REMARKS: RECEIPT TO ATTY CHECK# 1 161 SEAL ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 5151.76 TOTAL AMOUNT PAID: INITIALS: WZ 5151.76 RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES ~''1!~f~'ER,~TANCE TAX INHERITANCE TAX DIVISION .~iTA-T.ETI`I~,I!~T OF ACCOUNT PO BOX 280601 _ _ ' HARRISBURG PA 17128-0601 ~ REV-1607 EX AFP C03-05) "~'{ ~y'~:~r ~ ~~ ~'`~ f `' ~~ ESTATE OF CRIDlAND08 JEAN A DATE OF DEATH 09-24-2003 C~~P,i<~;~~ FILE NUMBER 2]L 03-0791 ~~ ~_~~~ ~) u~','L` 1T COUNTY CUMBERLAND LINDA C OLSEN C+ f ~' ' ~-'"{ ACN 101 C G OLSEN & COMPANY PC Amount Remitted 1915 THOUSAND PINES KINGWOOD TX 77339 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND (:0 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-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF CRIDLAND JEAN A FILE N0. 21 03-0791 ACN 101 DATE 11-03-2008 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-21-2006 PRINCIPAL TAX DUE: 16,992.27 PAYMENTS (TAX CREDITS): PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID 12-16-2003 CD003350 842.11 16,000.00 10-07-2008 CD010377 1.60- 151.76 BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-08-2008 I TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. ~ IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 16,992.27 .00 39.67 39.67