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Home My WebLink About04-0183PETITION FOR PROBATE and GRANT OF LETTERS Estate of Sarah E. Fleaqle also known as No. To: 02/14/2004 , Deceased Social Security No. 201-18-6340 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older and the execut ors in the last will of the above decedent, dated July 2, 2002 and codicil(s) dated Register of Wills for the County of Franklin Commonwealth of Pennsylvania in the named (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with h er last family or principal residence at 119 West King Street, Apt. 1, Shippensburg, PA 17257 Shippensburg Borouqh (list street, number and municipality) Decedent, then 93 years of age, died 2/14/04 at Chambersburg Hospital, Chambersburq, PA 17257 Except as follows, decedent did not marry, was not divorced and did not have a child bom or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent 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: 600 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamenta~ thereon. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) ..~ ~,~.~ ~:~.~__ 10 howard Avenue ~., ~/--e&.~.~/__ _ Shippensburq PA 17257 Safi~lra E. Rosenberry.. ~ 20380 Amberson Road /('",~,.-,.J',.¢//---ri/ -~'.~¢_~._~-~<..- Sprin.q Run PA 17262 Ronald W. Fleagle OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF Franklin The petitioner(s) above-.named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly/administer the estat~according to law. /7-- Sworn to or affirmed and subscribed before me this ~ ~/~ day of [ Estate of Sarah E. Fleaqle , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW /~,~z,;v~,~ 9/ ~/-~ ~.~,~o ?/ , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT 1S DECREED that the instrument(s) dated 7/2/02 described therein be admitted to probate and filed of record as the last will of Sarah F:. Vlea_qle and Letters Testamentary are hereby granted to Ronald W. Fleagle and Sandra E. Rosenberry FEES Prob~at¢, Letters, Etc.. $ ~).~) -~';,z?~¢~ ~ . ....... Short Certificates ( ) ...... $ ~ Renunciation ............ $ TOTAL ~ $/~f?~..&~") H. Anthony Adams ATTORNEY (Sup. Ct. I.D. Ne.) 49 W. Orange Street, Suite 3 Shippensbur.q PA 17257 ADDRESS 717-532-3270 PHONE I(IS.80$ REV 9/86 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. Fee for this 6ertificate, $2.00 P 9980359 No. Local Registrar COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH Sarah E. Fleagle ,. Female ~ 201_ 18 -- 6340 4. February 14, 2004 _._... [~ay ~, 19101~ Milton, PA ' I ~ ~m ~~ PennsTlvania ,m~ 119 ~est King street Apt. 1 ~ Shippensburg, PA 17257 ,~ C~berland I~ 20380 ~b~r~on Road, Spring Run, PA 17262 ~-013083-L 18875 Main Str~t PA 17220 ~, F.A. Arnold m Ronald I~. Flea~le ~D ~ ~0 0 Shippensburs LAST WILL AND TESTAMENT KNOW ALL MEN BY THESE PRESENTS, that I, SARAH E. FLEAGLE of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this my Last Will and Testament, hereby revoking all prior wills and codicils by me at any time heretofore made. FIRST: I direct the payment of all my legal debts, funeral expenses including my grave marker and all expenses of my last illness, state, federal estate and inheritance taxes and administration costs shall be paid as soon as may be conveniently done following my decease leaving all specific bequests free of tax to the legatee. SECOND: I give and bequeath Three Thousand ($3,000.00) Dollars to the Metal Cemetery Association. THIRD: I give and bequeath One Thousand ($1,000.00) Dollars to each Dennis Fleagle, Arnold Fleagle and Ricky Fleagle, per stirpes. FOURTH: ! give and bequeath the bedroom suite to Alberta Fleagle. FIFTH: I give, devise and bequeath the rest and residue of my estate be it real, mixed or personal to Sandra E. Rosenberry and Ronald W. Fleagle in equal shares, share and share alike per stirpes. I do further direct however that Grandfather Fleagle's old cupboard remains with and become the property of the owners of the Fleagle family cabin. SIXTH: ! nominate and appoint Ronald W. Fleagle and Sandra E. Rosenberry as Executors of this my Last Will and Testament. IN WITNESS WHEREOF, I, SARAH E. FLEAGLE, to this my Last Will and Testament set my hand and official seal this ~,~ day o~-I~ 2002. ~ ~:,....~t. ~ -- (SEAL) Sarah E. Fleagle Sworn to and subscribed, declared and Published by Sarah E. Fleagle, as Her Last Will and Testament, and so Done in the presence of we the Witnesses, who sign at her request, And in her presence, and in the presence Of each other. COMMONWEALTH OF PENNSYLVANIA: :SS COUNTY OF CUMBERLAND · I, Sarah E. Fleagle, whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that ! signed it willingly; and that I signed it as my free and voluntary act for the purpose therein expressed. Sarah E. Fleagle '- y - Sworn to and acknowledged, before me, By Sarah E. Fleagle, the Testatrix, This "~ ~,,0 day of,.~, 2002. Notary Public Notarial Seal H. Anthony Adams, Notary Public Shipp~nsburg Boro, Cumberland County My Commission Expires May 15, 2006 Mem~r, Pennsytv~ni~ Associ~'lon of No~ COMMONWEALTH OF PENNSYLVANIA: :SS COUNTY OF CUMBERLAND . WE,'~c\~ P~.~i31~-and Sharon Coleman Adams, the witnesses whose names are s~gnea to the foregoing instrument, being duly qualified according to law, do depose and say that we saw the Testatrix sign and execute the instrument as her Last Will and Testament; 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 and the Testatrix was at the time at least eighteen (18) or more years of age and of sound mind and under no constraint or undue influence. Sworn to and subscribed before me by, b,d~ ~. 6~i~ a~d Sharon Coleman Adams, The witnesses, this o~ day of May 2002. Notary Public Notarial Seal H. Anthony Adams, Notary Public Shippensburg Boro, Cumberland County My Commission Expires May 15, 2006 Member, Pennsylvania Association o~ Notaries H. ANTHONY ADAMS ATTORNEY AT LAW 128 East KING StREEt, SUITe A ShII=PENSBUrg, PA 17257 O CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Fleaqle, Sarah E. Date of Death: 2/14/04 Will No. 2004-00183 Admin. No. To the Register: I certify that notice of (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 3/1/04 · Name Address 20380 Amberson Road Sprinq Run PA 17262 Shippensburq PA 17257 Metal Cemetary Association CIO Ronald W. Fleaqle Dennis Fleagle 617 East Orange Street Arnold Fleagle 3671 White Oak Drive Norton OH 44203 Ricky Fleagle 25 Fora Trail Fairfield PA 17320 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: Date: 3/1/04 N I Capacity: Signature Name: H. Anthony Adams Address: 49 West Oranqe Street, Suite 3 Shippensburg PA 17257 Telephone(717) - 532- 327 X Personal Representative Counsel for Personal Representative Fleagle, Sarah E. Names and addresses Continuation of Certification of Notice Under Rule 5.6(a) Page 1 2/14/04 Name Alberta Fleagle 6643 Town Drive Sandra E. Rosenberry Address St. Thomas PA 17252 10 Howard Avenue Ronald W. Fleagle 20380 Amberson Road s__SP_[L~ Run PA 17257 PA 17262 :=m:o, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BEPT. 280601 HARRISBURG, PA17128-O~01 DECEB~NT'S NAME (LAST, FIRST, AND MIDDLE IRITIA[ Fleagle, Sarah E. DATE OF DEATH {MM~DD-Year) 02/14/2004 REV-1500 INHERITANCE TAX RETURN RE$1BENT BECEBENT DATE OF BIRTH (MM-DD-Year) 05/29/1910 FILE NUMBER SOCIAL SECURITY NUMBER 2 0 1-1 8-6 3 4 0 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAl SECURITY NUMBER [] 1. Original Retum [] 4. Limited Estate [~6. Decedent Died Testate [] 9. Litigation Proceeds Received ]2. Supplemental Return ]4a. Future Interest Compremise (dale c{ ~ealfl allot 12-12.82) [] 7. Decedent Maintained a Living Trust (Attach ~y~fT=t) [] 10. Spousal Pover~ Credit {dae of dea~ bet*~erH 2-31-91 and ~-1-9S) NAME H. Anthony Adams FIRM NAME (if Applicable) TELEPHONE NUMBER 717-532-3270 ] 3. Remainder Return (dMe of dea~ prle~ to 12-13-82) ]5. Federal Estate Tax Return Required __ 8. Totel Number of Safe Deposit Baxes [] 11. Election to tax under Sec. 9113(A) (^tach Sch O) COMPLETE MAILING ADDRESS 49 W. Orange Street Suite 3 Shippensbur,q PA 17257 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Pa~emhip or Sole-Propdetomhip (3) 4. Morlgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellanecus Pemonal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [] Separate Billing Requested 7. Inter-Vivos Transtem & Misceflaneous Non-Probate Pmper~ (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabiiilles, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Cha~table and Governmental Baquasts/Sec 9113 Trusts for which an elechon to tax has not been made (Schedule J) 14. Net Value Subject to Ta~ (Line 12 minus Line 13) 557.27 OFFICIAL USE ONLY (8) 6~023.83 (11) (12) (13) (14) 81,978.10 61023.83 75~954.27 75~954.27 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or tmnsfe~J under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at colleteral rate 19. Tax Due 0.00 x __ (15) 72,954.27 x .045 (16) 0.00 x .12 (17) 3,000.00 x .15 (18) (19) 0.00 3~282.94 0.00 450.00 3~732.94 Decedent's Complete Address: I STREETADDRESS 119 W. King Street Apt. 1 C~TY Shippensburg, '1 ST^TE PA '1 ZiP 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. Credits/Payments A. Spousal Poverty Credit B. Pdor Payments C. Discount 3, Interest/Penalty if applicable D, Interest E, Penalty (1) Total Credits (A + B +C) (2) Total [ntemst/Panalty ( D + E ) (3) If Line 2 is greater than Line 1 + Une 3, enter the difference, This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund (4) If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A, Enter the interest on the tax due. (SA) B, Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) 3~732.94 0.00 0.00 0.00 3~732.g4 3,732.94 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 preporty transferred; ........................................................................... [] [] b. retain the dght to designate who shall use the properly transferred or its income; ........................................ [] [] c, retain a reversionary interest; or ...................................................................................................... [] [] d. rec~ve the promise for life of either payments, benefits or care? ............................................................. [] [] 2. If death occurred after December 12, 1982, did decedant transfer preperty within one year of death without receiving adequate consideration?. .............................................................................................. [] [] 3. Did decedent own an 'in trust fo~ or payable upon death bank account or secudty at his or her death? ................. [] [] 4. Did decedant own an Individual Retirement Account, annuity, or other non-probate property which contains a benefidary 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 pe~al~s o~ perjur/, I declare that I have examined this return, includin~ accompanying schedules and st~ements, and lo the best of my knowledge and belief, it is line, ca'mcr and complele. ~F PERSON RESPONSIBLE FOR FILING RETURN DATE For dates of death on or e~ter July ~, ~ ~ and ~fom ~anua~ ~, ~, tho t~ rate im~ on tho n~t ~aluo ~ tmnsfo~ to er for tho uso of tho su~iv~n~ s~ues is 3% F~ dat~ ~ beth on er ~er Oanua~ ~, ~005, Bo t~ rat~ im~esd on tho cat value ~ ~mn~o~ to or [er ~o use ~ tho ~u~Mn~ s~u*~ is 0% ~2 ~.8. ~0~ ~ ~ (a) {L~) (ii)]. The st~ute ~ n~ ~at a ~nsfer to a su~iving s~use from t~, and the statuto~ r~uimmants for disclosure of assets and filing a t~ tatum am still applicable even if the su~iving s~use is the ~ly ~n~cia~, Fer dat~ of dea~ ~ ~ ~er July 1, 2~0: The t~ ~e im~s~ ~ the net value ~ tmn~em ~m a d~es~ ~ild ~en~ne yearn of age or younger at death to or for ~e use of a n~ural parent, an ~optive parent, or a steppamnt of the child is 0% ~2 P.S. ~9116(a)(1.2)], The tax rote im~s~ on the net value of tmnsfem to or for the use of the d~enrs lineal ~neficiad~ is 4.5%, ex.pt as noted in 72 P.S. {9116(1.2) ~2 P.S. {9116(a)(1 )]. The t~ rate im~ on the nat value of tmnsfem to or for the use of the d~ant's siblings is 12% ~2 P.S. {9116(a)(1.3)], A sibling is define, under Section 9102, as an individual who h~ at least one parent in common with ~e d~ent, whether by bl~ er adoption. REV-1503 EX +, (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Fleaole. Sarah E. FILE NUMBER All proben'y Jointly-owned with right of suwivorehip must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 2. 3. 4. 5. 6. 7. 8. 9. AT&T Wireless - 185 shares AT&T Wireless - 115 shares Bell South - 484 shares Lucent Tech -356 shares Vodafone - 270 sharas Verzion - 380 shares SBC - 480 shares SBC - 421shares COMCAST - 186 shares 2,586.73 1,863.15 12,051.88 1,218.40 6,183.32 13,799.55 11,183.60 9,838.77 4,997.45 TOTAL {Also enter on line 2, Recapitulation) $ 63r722.85 (If more space is needed, insert addilional sheets of the same size) REV-15~8 EX + (6~98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT OECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Fleaale, Sarah E. Include the proceeds of liUga6on and the date the proceeds were received by the estate. All property joint~-ow~ed with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 7,965.98 Orrstown Bank (checking Account) Account # 367222 Citizens Bank (checking Account) Account # 61004-143-0 TOTAL (Also enter on line 5, Recapitulation) $ 9,732.00 17,697.9~88 (If mere space is needed, insert additional sheets of the same size) REV-1S09. EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FiLE NUMBER Fleagle, Sarah E If an asset was made joint within one year of the decedent's date of death, it must be repo~ied on Schedule G. SURVIVING JOtNT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT ^. Ronald W. Fieagle B 20380 Amberson Road Spring Run, PA 17262 Child JOINTLY-OWNED PROPERTY: LETTER DATE DESCPJPTION OF PROPERLY % OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SI~lLAR DATE OF DEATH DEOITS VALUE OF NUMBER TENANT JOINT [OENTI~ING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTERE,~ 1. A. 2000 Grove Community Federal Credit Union -431 1,114.53 50. 557.2l TOTAL (Also enter on line 6, Recapitulation) $ 557.2l (if more space b needed, insert addi~onal sheets of bhe san'~ size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Fleaqle, $~r~h FILE NUMBER Debts of decedent must be reposed on Schedule L ITEM NUMBER DESCRIPTION AMOUNT 8. 9, FUNERAL EXPENSES: John Agett Luncheon Grave Opening -Ray Magee ADMINISTRATIVE COSTS: Fersonal Representative's Commissions Name of Personal Representative (s) Sodal Secudty Number(s)/EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: Attomey Fees Family ExemplJon: (If decedent's address is not the same as c~aimant's, attach explanation) Claimant Zip Sl~'eet Address Ci~ State Zip Retationship of Claimant to Decedent Probete Fees Accountant's Fees Tax Return Preparers Fees PP&L Gas Penelec West Shore EMS PP&L Gas Penelec Sprint Shippensburg Family Practice Chambersburg Imaging Equiserve Pleasant Hall Fire Company (out of pocket) Executor Expense TOTAL (Aisc enter on line 9, Recapitulation) $ 2,590.00 197.65 50.00 1,500.00 108.00 256.11 28.80 493.62 85.00 9.16 6.02 16.70 89.07 252.00 57,75 283.95 6,023.8~3 (if more space is needed, inser~ edditional sheets of the same size) COMMONWEALTH OF PENNSYLVANL~ INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATEOF Fleaale. NUMBER [. 1. 2. 3. 4. 5. 6. Sarah E. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS ~decU. dg~l (l~a h(tls.~usa[ distributions, and tmnsfem under Ronald W. Fleagle 20380 Amberson Road Spdng Run, PA 17262 Sandra E. Rosenberry 10 Howard Avenue Shippensburg, PA 17257 Denny Fleagle 617 East Omnge Street Shippensburg, PA 17257 Arnold Fleagle 3671 White Oak Drive Norton, OH 44203 Ricky Fleagle 25 Dora Trail Fairfield, PA 17320 Metal Cemetanj Association 20380 Amberson Road Spring Run, PA 17262 FILENUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE Lineal Lineal Lineal .ineal .ineal .~ollateral 1/2 Residue 1/2 Residue 1,000.00 1,000.00 1,000.00 3,000.00 NTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DtSTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART I1 - ENTER TOTAL NON-TAXABLE DiSTRIBUTiONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) Register of Wills Cumberland County Courthouse Carlisle, PA 17013 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. CD 004351 ADAMS H ANTHONY 49 W ORANGE ST SUITE 3 SHIPPENSBURG, PA 17257 ........ fold ESTATE INFORMATION: SSN: 201-18-6340 FILE NUMBER: 2104-01 83 DECEDENT NAME: FLEAGLE SARAH E DATE OF PAYMENT: 09/08/2004 POSTMARK DATE: 09/07/2004 COUNTY: CUMBERLAND DATE OF DEATH: 02/14/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $3,732.94 TOTAL AMOUNT PAID: $3,732.94 REMARKS: SEAL CHECK# 2 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX DTVTSTON DEPT. Z80601 HARRTSBURG, PA 17118-0601 H ANTHONY ADAHS STE 5 q9 W ORANGE ST SHIPPENSBURG PA~TZ57 COHHONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOT/CE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DISALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-ZSq7 EX AFP C01-03) DATE 11-08-200q ESTATE OF FLEAGLE DATE OF DEATH 02-1~-200~ FILE NUMBER 21 0~-0185 COUNTY CUHBERLAND ACN 101 Amount Remitted SARAH E HAKE CHECK PAYABLE AND RENTT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01'03} NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DZSALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF FLEAGLE SARAH E FILE NO. 21 0~-0183 ACN 101 DATE 11-08-200q TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: 1. Real Estate (Schedule A) 2. $. q. $. 6. 7. 8. ORIGINAL RETURN (1) S~ocks and Bonds (Schedule D) (2) Closely Held Stock/Partnership Interest (Schedule C) ($) Mortgages/No,es Receivable (Schedule D) (q) Cash/Bank Deposits/M/sc. Personal Property (Schedule E) (5) Jo/ntly O~nad Property (Schedule F) (6) Transfers (Schedule G) (7) Tote1 Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Ada. Cos~ts/Misc. Expanses (Schedule H) 10. Debts/Mortgage L/ab/11~:/es/L/ens (Schedule T) 11. Total Deduct/OhS 12. Net Value of Tax Return 15. 1~. (9) (10) Char/table/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) Net Value of Estate Subjac~ to Tax 631722.85 .00 17~697.98 557.27 .00 NOTE: To /nsure proper crad/t to your account, submit the upper port/on .00 of th/s fora w/th your ~ax payment. .O0 (8) 6,0Z3.83 81,978.10 NOTE: If an assessment ~as issued previously, lines 14, 15 and/or .00 (11) 6.023.83 (12) 75,95q.27 (15) . O0 (1~) 75,95q.Z7 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. (1~) .00 x O0 = (ze) 72,95q.Z7 x Oq5= (17) .00 x 12 = (18) 3,000.00 x 15 = (19)= ASSESSHENT OF TAX: 15. Amount of LAne lq at Spousal rata 16. Amount of LAne lq taxable at L/naal/Class A rata 17. Amount of LAne lq at S/bl/ng rate 18. Amount of LAne lq ~axabla at Collateral/Class B rate 19. Pr/nc/pal Tax Due TAX CREDITS: PAYMENT RECEZPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) 09-07-200q CD00q$51 .00 .00 3,282.9q .00 q50.O0 3,732.9q AMOUNT PATD 3,732.9q .00 .00 .00 3,732.9q ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATZOH OF ADDITIONAL INTEREST. TOTAL TAX CREDIT BALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SZDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 1Z, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years) the Coamonaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such futura interest. PURPOSE OF NOTICE: PAYMENT: REFUND (CA): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Ta fulfill the requirements of Section ZIqO of the Inheritance and Estate Tax Act) Act 15 of Z000. (72 P.S. Section 9140). Detach the top portion of this Notice and submit aith your payment to the Register of Hills printed on the reverse side. --Make check or money order payable to: REGISTER OF NXLLS, AGENT A refund of a tax credit, ahich ams not requested on the Tax Return, may be requested by coapXating an "AppXication for Refund of Pennsylvania Inheritance and Estate Tax" (REV-Z$13). AppXications are avaiXabXa at the Office of the Register of Hills, any of the Z5 Revenue District Offices) or by calling the special Z¢-hour answering service for forms ordering: 1-B00-562-Z050~ services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). Any party in interest not satisfied with the appralseaant, alloaance, or disallowance of deductions) or assessment of tax (including discount or interest) as shoNn on this Notice must object mithin sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZBIOZ1, Harrisburg, PA 17118-1021, 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 Nriting to: PA Department of Revenue) Bureau of Individual Taxes, ATTN: Post Assessment Ravine Unit, Dept. ZB060I) Harrisburg) PA 17128-060! 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 aithin three (5) calendar months after the decedent's death) a five percent (5Z) discount of the tax paid is allowed. The leg tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 16) 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 mould appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death) to the date of payment. Taxes which became delinquent before January 1) lgBZ bear interest at the rate of six (61) percent par annum calculated at a daily rate of .000164. A11 taxes Nhich became delinquent on and after January l, 1981 will bear interest at a rata which ail1 vary from calendar year to calendar year Nith that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through Z004 ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198~ ZOZ .0005~8 ~'~'~'8-1991 llZ .000501 ~'~ 91 .O00Zq7 1985 16Z ,OOO45B 1992 92 .0D0247 ZOOZ 62 .000164 1984 112 .000301 1993-1994 7X .O00lgZ 2003 52 .000137 1985 152 .000556 1995-1998 92 .000247 Z004 42 .000110 1986 lOX .000274 1999 7Z .000192 1987 IOZ .000274 ZOO0 7Z .000191 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' BUREAU OF INDlVIbuAL. TAl/m- INHERITANCE TAX DIVISION PO BDX Z80601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS, AND ASSESSHENT OF TAXON JOINTLY HELD DR TRUST ASSETS REV-1548 EX AFP (03-05) !' i-! _.t:: Fl; 7.: 37 "J',:,; \) Oe':!.' I:. '. SANDRICU!' EROSENIIERliv 119 W KING ST SHIPPENSBURG PA 17257-1127 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 06-07-2005 FLEAGLE 02-14-2004 21 04-0183 CUMBERLAND 201-18-6340 04126000 AIIount R..i tted SARAH E MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER DF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ A~-;[!'1r1!I:~~.1rB~1nI'.................................................................................... NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06-07-2005 ESTATE OF FLEAGLE SARAH E DATE OF DEATH 02-14-2004 COUNTY CUMBERLAND FILE NO. 21 04-0183 TAX RETURN WAS: S.S/D.C. NO. 201-18-6340 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 04126000 FINANCIAL INSTITUTION: CITIZENS BANK OF PA ACCOUNT NO. 6140-234670 TYPE OF ACCOUNT: (Xl SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 10-19-2001 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 27,663.76 0.500 13,831.88 .00 13,831.88 .15 2,074.78 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CRED:ITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 06-15-2005 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,074.78 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 57.91 TOTAL DUE 2,132.69 . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIONS. I a'<::..."- Cumberland County - Register Of Wills One Cour~house Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/04/2006 ADAMS H ANTHONY 49 WEST ORANGE STREET SUITE 3 SHIPPENSBURG, PA 17257 RE: Estate of FLEAGLE SARAH E File Number: 2004-00183 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. 11 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: 2/14/2006 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~l~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal o O""""'Y'o.Qo.rd- :::l +-; ,ro. (C') ,i.\........1:;'..r.........t...J'-".i.J.I...-.........__..,I,.. v _ \"-'1 Judge \)1/ ~..V'\/I' /.:-/~...............,\ r~( ~ \;\ ~~ ~J ~ ~ _ ~ _."_,_...,~ _...1:"':1\T"~1l1J _ ~..e If""l....____::_ _.....,ii ___..2 .0_...,...,--.~- ~~(C~.!l.~'lt::;Jl..oI V.! W~ JLJi.!L~ OR ~1i.li.1UJ.llUJl\t.ti..'ll.a.lL.!!.U vUU.!i.liU.Y Name of Decedent: STATUS REPORTtJl'-1DERRULE 6.12 1-1 eO, '1/~ Estate No.: 0;>- 'd--DO tl- S::.o.. \Q~ F- Ict.- dCO '-{ 01<03 Date of Death: . 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. Stat~ether 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. ~: 0 p~~~esentative fiie a final account willi the Court? b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the perso~presentative state an account informally to the parties in interest? Y es ~ No 0 c. Copies of receipts, re1eases, joinders and approval offarma1 or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Name A~ Signature ~~~\~ c.rq OJ. O{'CN'~e ~ Address '>'^\ ~'{ ~ ~'-N~ \ a..' \ 1 ) S 7 1() ~ S- 3 d-r ~~O Date:~ ~'" ~. Telephone No. C '7 : . . ", " , Capa.citi: II "'7j_~_....-,-:,... 10 e.-,~PS:","-1"'~";'~-'rp. L.J. i c;.L~V.LI.a...!. 1...........J:-l.l.-..... :::;;.I..1....a.~.l.. \ "" ~". - cl .c~_.~ --. -.~l ..---c-c-t.-"': c ~'J~L..:.S...._ 1.:.;1 :;e!i::IOi.J.C._ .!..cy.!.,",,::,,,,.!....!. a..l..!..V...... ~ ~H OF oEllNSYL VANIA DEF',.2..Hrv'lE~'J-- :-;= F:,::','Er'Ju:: f:,URE,A',j CF T6J,ES [)EF'~ hARRiSbUFiG, F'Jl REV-1162 EX(11-96) RECEIVED FROM: PENNSYLV ANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ROSENBERRY SANDRA E 10 HOWARD AVENUE SHIPPENSBURG, PA 17257 ESTATE INFORMATION: SSN: 201-18-6340 FILE NUMBER: 2104-0183 DECEDENT NAME: FLEAGLE SARAH E DA TE OF PA YMENT: 08/08/2006 POSTMAFiK DATE: 08/07/2006 I CUMBERLAND I COUNTY: I I IDA TE OF DEATH: 02/14/2004 NO. CD 007069 ACN ASSESSMENT CONTROL NUMBER AMOUNT 04126000 I $683.78 I I I I I I I I TOTAL AMOUNT PAID: $683.78 REMARI<S: SANDRA E ROSENBERRY CHECI<# 569 INITIALS: AJW SEAL RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 07-28-2006 FLEAGLE 02-14-2004 21 04-0183 CUMBERLAND 201-18-6340 04126000 Amount Remitted ~ S'31'? MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 COMMONWEAL TH OF t'c,.......... _ .. .. __ DEPARTMENT OF REVENUE INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN ",<<, SANDRA E ROSENBERRY 10 HOWARD AVE SHIPPENSBURG PA 17257 GC : 1 > CUT ALONG THIS LINE REV-1604 EX AFP (03-05) SARAH E --+ RETAIN LOWER PORTION FOR YOUR RECORDS +- -- ---------------------~._--.._---_._------~..._---...-_.....-...... ..~ '~..._""......_----_..._-...~--_._--~ ~ ..~r' .c... . '_4"""'" . - ,,.,, ~'" ~ '~~~9~~,~fs. ,~~"~mjl~" .~- ,,'I''''III~ -...........~I~ CO" ~ f~-fl~~J< f~ I ::;~ ff:3tJ-J~t~::; f>/!(. 1. ~,7:1 {))' /-\U(::l 2006 PI'"14 'I" /}" , ~ ~~tzL/' t};' !{~J~ f>} > ~ /1 / (} C..-(./t.n'j.:,.t--U CL-;t.u5 '--'<::) , Ii 1 '.,; ~ CC/t.J:.0-L.-L&; I /J -;t /1 '/ CH(A_/ /~.4-G /) /C-;. /7(,1/3 <. :L '-?i:: i ::::./::::::::'::i:~: u... I" ,111.,,111 """/1,,11,, ,H, 1111,1.1", ,/,I/'/"/'/\I"Il,1 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE I'>'-:;:',:'!:XNHERITANCE TAX ~~j;tAfEMENT OF ACCOUNT . REV-1607 EX AFP (03-05) ,.,.-, r't' LUbu :.~: ';J 1 t i DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-05-2006 FLEAGLE 02-14-2004 21 04-0183 CUMBERLAND 04126000 AIIount R_I tted SARAH E (~ ~- - SANDRA E ROSENBE~~ 10 HOWARD AVE SHIPPENSBURG PA 17257 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HiOUSE CARLISLE. PA 17013 NOTE: To Insure proper credit to your account. sub.lt the upper portion of this fo~ with your t.x p.~ent. CUT ALONG THIS LINE REV-1607 EX AFP (03-05) --------------------------------------------------------------------------- ... RETAIN LOWER PORTION FOR YOUR RECORDS +-- ... INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF FLEAGLE SARAH E FILE NO.21 04-0183 ACN 04126000 DATE 09-05-2006 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE MANED ESTATE. SHOWN BELOW IS A sutltARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYMENTS. THE CURRENT BALANCE. AND. IF APPLICABLE. A PROJECTED INTEREST FI8URE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-27-2006 PRINCIPAL TAX DUE: 622.43 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-07-2006 CD007069 60.51- 683.78 TOTAL TAX CREDIT 623.27 BALANCE OF TAX DUE .84CR INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .84CR SIDE 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 HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) ~