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Home My WebLink About04-0236 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of KATHIE G. FINK No. c2/-fJ1j- O?~ 0 also known as , Deceased Social Security No. 175506722 CRYSTAL B. WILSON Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE "A" OR "B" BELOW:) GJ A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut RIX Decedent, dated 4/6/98 and codicil(s) dated named in the Last Will of the State relevant circumstances, e,g" renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: o B. Grant of Letters of Administration (c.t.a., d.b,n,c,t.a,: pendente lite, durante absentia: durante minoritate) ~etitioner(s) a~er a proper search has/have ascertained the Decedent left no Will and was ~r&ed by t~e fOllowi~pouse (If any) and heirs: ~ ~2 ~ ii?? ~. ,........ I ,.. I Name Relationship c' ~idence.: : ' " ...... --c:r ~ '::, ,: .,' U-l (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with his/her last family or principal residence at 35 WEST MAIN STREET, WALNUT BOTTOM, SOUTH NEWTON TOWNSHIP, PA (list street, number and municipality) Decedent, then 48 years of age, died FEBRUARY 25 ,2004 ,at CARLISLE REG. MED CENTER (Location) Decedent at death owned property with estimated values as follows: (if domiciled in PAl All personal property.."""""".""""""""""""" $ (if not domiciled in PAl Personal property in Pennsylvania """""""""" $ (If not domiciled in PAl Personal property in County"",,,.,,,,,,,,,,,,.,,,,..,,. $ Value of real estate in Pennsylvania """"".".."."""".."""""""."""".""""""""""""""",,',,' $ Total ,.,..,.,.,.",.".,.",.,.,.,.,."..,.",.".,.",.",.,.,""""""""""""""""""""""""""""'" $ 1 00,000.00 100,000.00 Real Estate situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Typed or printed name and residence I I S~n~ure )I. Cr~.;) &1l [2, if'-:" I~'.t- ~~ , 1 t CRYSTAL B. WILSON 35 WEST MAIN STREET WALNUT BOTTOM PA RW-7 Oath of Personal Representative Commonwealth of Pennsylvania County of CUMBERLAND The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to and affir~~:nd subscribed ce;~~(~io~' ,,<2'.< J!~ before me this day of / ~ _ la-l-~.Acuk'-1f- flU; Glenda Farner Strasbaugh ';iitl-tUu ~1'1J DECREE OF REGISTER Estate of KATHIE G. FINK also known as Deceased No. 21-2004-236 Social Security No: 175506722 Date of Death: AND NOW, MARCH 10th 2004 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters !XI Testamentary 0 of Administration (c,t.a" d,b,n,c,t.; pendente I~~nte abf89tia; dura~. ~, oritate) ::; (f.: ~ ("" /.... ::s =?' ,:': ' 0- (t.' are hereby granted to CRYSTAL B. WILSON ~i:' = ~ r",' ...... o in the above estate and that the instrument(s), if any, dated APRIL 6, 1998 " described in the Petition be admitted to probate and filed of record as the last Will of Decedent. :;:::> \.D o c:x;; -(j .. FEES Letters.................................... $200.0.0 6.00 Short Certificate(s) ..~........... $ $ $ $ $ $ Inventory & Tax Forms............. $ $ Renunciation ...,.,.....,.....,...,.... Affidavit ( ) ....................... Extra Pages (2 ).............. Codicil,.,.,.,.,..,.,...,.,.........,... JCP Fee ................................. Other .,...,.,..,.,.,....................... "7 aM'lU.) Register of Wills Glenda Farner Strasbaugh 6.00 10.00 Attorney: SALLY J. WINDER I.D. No: 24705 Address: 9974 MOLLY PITCHER HWY SHIPPENSBURG PA 17257 222.00 TOTAL .............................$ Will pick up letters RW-7A Telephone: (717) 532-9476 DATE FILED: March 10th, 2004 H 10':\.Hf)':\ REV 9/'Xh 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 certificate, $2.00 p 9913500 No. oif'~ 77; YW/ ;; (t" .Qlte ...,., "i!? ~ -" )S:: _'J '" IT ., '9~ ~ <J; ::::;:: ,- p; 50 1... - o (" ~ Hl05. i43A.v. 2187 -c COMMONWEALTH Of PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECd~DS" CERTIFICATE OF DEATH ;:I::> \0 o CO TYPE/PAINT IN :JERMANENT BLACK INK NAME OF DECEDENT (FIt"S1. Middle. L_I I. KATHIE G. FINK SEX .;Female AGE (last Blf1hday) UNDER 1 YEAR ........ Do", UNDER t DAY Holn ! Minutes BIRTHPlACE ~Coly i1roCl PLACE ~ DEATH lCN!c1t ()I'lIV I)ne ~ 'nslluchons on 0It\e. SIOeI S\ale 01 fCfeogn COUMYI HOSPITAL: l_oonoJl]: 7. ... FACIUTYNAME en noIln5MullOf'i. gIVe sll", and ~I ~.."o 48 vo>, .. COUNTY OF DEAJ"t-l Ib,Cumberland DECEDENT'S USUAl OCCUPlVION (~~,:.;:r:o~::~~ "., Never Employed ".. DECEDENT'S MAtLING AOOAESS (SI,.... CrIy/bNn. s... Z4) Codel 35 West Main Street Walnut Bottom, PA 17266 oc, Carlisle DECEDENT'S ACTUAl RESIDENCE lSeo -........ onOlherSlde) 17a. Slate Cumberland o w '" :> ~ :::; "' ... FR"HER'S NAME (Firlll:. Midd.. Last) II. Melvin Fink. aNFORUANT'S NAME CTyptrlPrinl) _. Crystal Wilson METHOD OF CNSPOSlTm O Burial ~ Cr.eNlion 0 RemovIII trom Slat. 0 Donolion Olho<_ ~1:1.. 17b. Coun STATE FILE NUMBER SOCIAL SEcuRIT'V NUMBER 3, 175 - 50 6722 DAlE OF DEATH ,MCI'Ah. Oa")o. 'rear) ,february 25, 2004 RACE - Am~ Indian. &aek, Whil.. elC. (-, White ". Did ...- ...... -' MARITAL STATUS - Married SURVIVING SPOUSE H.Vti Marrillcl. W4d0wed, ltl WIf.. \)Vernalden name) 0iII0rced (Specify) ,f!ver Married 1$. 17..19 ....,_........ South Newton .... t7d.D ~ce.:=oI citylboro MOTHER'S NAME (hll. ModdIe. ""'.lden Surnam.) ... Hazel Brannan 1NF00000rs MAIUNQ ADDRESS (Slreel.. CityITown, StaIII. Zip Cod8) Hb, 35 West Main Street, Walnut Bottom, PA 17266 PlACE OF OISPOSmCIN. Name or Cemetery, C...mI&ory lOCAl1OH. CitylTown. Stal., Lip coo. "",,*Placo South Newton Township, .,.. ".,Cumberland County, PA ... 27. PrUn" I: Ent.r'M diM..... inlur;es Of complicallOM which caused IhI! dII.th Do list only DI'- ca.... on Neb N. -3 q..) ~ "2 l : WERE AUlOPSY FlNDtNGS AW.ILABlE PRIOR 10 COMPlETtON OF CAUSE OF DEArH? MANNER Of DEATH DATE OF INJURY (MonIh.o.v.VearI ~ o o CoukI no! btt del.'m~ 21. I Appraxirnal. : inI....,. betWeen . onMI and daaStl !~ il- I I I I , ~ PART II: Other signifICant condllions conlribU:lngto daalh. btft noI...lIUfting in the underl)'ing cauM gMn in PART 1. liME OF INJURY INJURY ICf \\OAK? DESCRIBE HOW INJURY OCCURRED. -..... P.nding lnvHligllllon o o o PlACE OF INJURY -AI home.l.rm.Il'... faclory, ortic:e M. buiding, "c. ISpecllv) -, ......1 Horn_ C ~\ ....0 ...0 ........ 2... 2'b. CERTlFlER ICheck cnv one) "CERT1FYING PHYSICIAN (Phy$lCl8n cenlly1l'19 catIM ol death when arlOlher pt'lVSlCoan has pl'oooonced death ana completed nem 23) To Ihe bIi.1 01 my know'-dge...th occurred due 10"" cau..(.I.ndmluwte'.....ted. .............................. 21. ,... a; o w o w o .. o w " "' Z "PRONOUNCING AND CERTIFYING PHYSICIAN (Physoan boIh ptOllOUOCIflO death and Cer1t1VIOQ 10 cause 01 deathl To the besl of my knowledgft, death occurNd al the lime. da'e, .nd plM:., .nd due 10 th. cau..(.) and eNnn.r a. a'aled .UEDICAL EXAMINER/CORONER On the b..I. Df e.amjn.Uon .nd/or Inv..llg.lIon,In my opinion, dealh occurred allhe lime, da'e, and place, and dueto the cauH(a) and 31..mannera..lal.-c:l........., ............. ... ............,..,..........,., ... .. .... .... ...... ........ .......... REGISTRAR'S SIGNATURE AND NUMBER 12( 12. /'>1 o t)fI, tt- IVD\.::! . -.? ?, Z-Od~ 21-2004-236 2- 'i!1#c- 0/ 9~ofOfl/.:-t- 701 <t.JrffC.., ~ ~....""r... r7td 17:tS7 (7f7) S3Z-.9m" J I I, ! I I ~Ofj/dI and rJT~o/ ~ [ff. cfTink I ; I I, KATHIE G. FINK, of South Newton Township, Cumberland County, Pennsylvania, I i being of sound mind and memory declare this to be my Last Will and Testament and revoke any will or codicil previously made by me. ITEM I: I direct that all my just debts and funeral expenses, including my gravemarker I and all expenses of my last illness, shall be paid from my residuary estate as soon as practicable II aft~r my decease as a part of the administration of my estate, I i~~ I : ITEM II: I give, devise and bequeath the full sum of One Thonsand and 00/100 I (;ooo.~Dollars to the Reboboth Cemetery Association. .:jCS ITEM ill: I give, devise and bequeath the full sum of One Thousand and 00/100 i ($1,000.00) Dollars to the Trinity United Methodist Church, Walnut Bottom, Pennsylvania. ITEM IV: I give, devise and bequeath the rest, residue and remainder of my estate of ; , I I I ! i whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as Ii II part of the expenses of the administration of my estate. I! II II i I II , , I' I i Testament. II II , I II II II II I i for the faithful performance of her duties in any jurisdiction. II , I II i I IN WITNESS WHEREOF, I hereunto set my hand and seal to this my Last Will and II' AD 'I I! Testament, written on two (02) sheets of paper, dated this ~ day ofF..\RY, 1998. Ii II ! ~ i I II II I! I' II II II The preceding instrument, consisting of this and one (01) other typewritten page, each II identified by the signature of the testatrix, KATHIE G. FINK, was on the day and date thereof II signed, published and declared by KATHIE G. FINK, the testatrix herein named, as and for his / I 'I her Last Will, in the presence of us, who, at her request, in her presence, and in the presence of I each other, have subscribed our names as witnesses hereto. i ii, _' ~ ~ ;tIc: C)PF,Ji[ residing at f1ewr,kk f-ij IIG II r?rr~Jl~-h(~reSidingat :f)a~,,_t {6~ flUl' I II I' I I I "I I: ITEM V: I direct that all taxes that may be assessed in consequence of my death, of ITEM VI: I appoint CRYSTAL B. WILSON executrix of this, my Last Will and ITEM Vll: I direct that my executrix or her successor shall not be required to give bond 'J!",a-~, :?;J (SEAL) KATHIE G. FINK 'I I I 01 COMMONWEALTH OF PENNSYL VANIA SS I COUNTY OF CUMBERLAND II We, KATHIE G. FINK, the testatrix in, and the undersigned witnesses to, the will, the I attached or foregoing instrument, who have signed the instrument, having been qualified according to law do depose and say: (a) that I, the testatrix, do hereby acknowledge that I signed the instrument as my will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and (b) that we, the witnesses, were present and saw the testatrix sign and execute the instrument as her will, that she signed it willingly and 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 a witness 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. J!Ci d~j}. :zJ KATHIE G. K ~rfZ ;11& ~~3 WEJ rlr.L w }d-l~ Witn s Subscribed to and subscribed or affirmed and acknowledged before me by KATHIE G. FINK, the testatrix and the witnesses whose names are signed above this/ /1 day~, 1998. ~ A-pn'l--- fi.le1J~ ).~~ . I Notarial Seal I I I Sally J. Wi:1d3r, Notary Public S~ir'P?rsburg T'A'P" Cumberland Coun~ I ; r'. Cc-,n,rnis::icn Expires Feb. 13, 1809 .: L_,_~_ . _ ..~_,: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: ~1.. ~ ~ k Date of Death: d- 1;)-1) / [) {- f Will No. Admin. No. ~ I - 6L( - -2 3~ To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on Name Address ~k~~~ I fl,1/~ IJ Ih Uud ~CL A)t1/Ii'aev- 2adw-O lYloofe Wal rwA- po-IhM fA uJa(ru-ti ~/hw1. fA- b'-37fQ "'JA.Y' .{}/lbr,ro & P4 17/ {);3 ~ot' 'C<ld~.-rf:1 ~ R/Is ~ vi . . ~2-0tP/ Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date~ 6f Signa'ille ~ 0W~ Name Sl ! ,] -.J /J_I;J.L/ tf!:;." f!U11'I fltiM?/ ~ Address . 'lp~S6~8 fA- r 7 J-S-7 \0 ~'.. c~ ~ ..0 ;"""'> .\& iD ,:(:.g ::0= 06 Telephone ( .:\~ N lS: CA.._;_,., ( ~ "~.J (j,) f.) '- o '-' (1) a:: ~ ~ Capacity: _ Personal Representative ~counsel for personal representative .5K CQVMON\^iEALT'i OF PENNSYLVANIA DEPART\'~En, OF REVEf','.JE 8UREAU~F INDI'/ICUA~ TAXES :CEPT 280601 HARRISE3L,W" ?A 17123-C'6J: REV-1162 EX! 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WILSON CRYSTAL B 35 WEST MAIN STREET WALNUT BOTTOM, PA 17266 -------- told ESTATE INFORMATION: SSN: 175-50-6722 FILE NUMBER: 2104-0236 DECEDENT NAME: FINK KATHIE G DATE OF PAYMENT: 11/16/2004 POSTMARK DATE: 11/16/2004 COUNTY: CUMBERLAND DATE OF DEATH: 02/25/2004 NO. CD 004630 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $20,494,75 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: C WILSON CHECK# 93 SEAL INITIALS: VZ RECEIVED BY: REGISTER OF WillS $20,494,75 GLENDA FARNER STRASBAUGH REGISTER OF WILLS REV_l500 EX + (6-00) '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICiAl USE ONLY FILE NUMBER 2 1 -0 4 0236 COUNTY""'OOiiE ---VEAR- - - iMiiiER-- DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) I- Z W C W U W C FINK KATHIE G. DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) SOCIAL SECURITY NUMBER 175-50-6722 THIS RETURN MUST BE FilED IN DUPlICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER UJ !;;: "'-'" 0"'''' UJ~O :I: a:: 9 OQ.lll Q. '" 02/25/2004 08/18/1955 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST. AND MIDDLE INITIAL) o 3. Remainder Return (date ofdeath priorto 12-13-82) D 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sell 0) z o i= <l: ..J ::) l- ii: <l: U w n:: z o i= <l: I- ::) ll.. :!! o U S 00 1. Original Return o 4. limited Estate [Xl 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received o 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12.12-82} o 7. Decedent Maintained a Living Trust (Atlath copy ofTrust) o 10. Spousal Poverty Credit (date of death between 12-31.91 and 1-1-95) THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDI:NTIAL TAX INFORMATION SHOULD BE DIRI:CTEO TO: NAME COMPLETE MAILING ADDRESS SALLY J, WINDER 9974 MOLLY PITCHER HIGHWAY FIRM NAME (If AppI;cablel PA 17257 -OFFICIAL"USE ONLY. 1, Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3, Closely Held CO>]lOration, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) (5) 162,734.08 (8) 162,734.08 24,102.43 X _(15) X _(16) X .12 (17) 136,631,65 X .15 (18) 20,494,75 (19) 20,494,75 15. Amount of line 14 taxable at the spousal tax rate, or transfers under See, 9116 (0)(1,2) I- Z UJ Cl Z o Q. '" UJ '" '" o o TELEPHONE NUMBER 7175329476 SHIPPENSBURG (11) (12) (13) 24,102.43 138,631,65 2,000,00 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schooule E) 6, Jointly Ownoo Property (Schooule F) (6) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schooule G or L) 8, Total Gross Assets (total Lines 1.7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10, Debls of Decedent Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental Bequests/See 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) SEE INSTRUCTiONS ON REVERSE SIDE FOR APPLICABLE RATES 16. Amount of Une 14 taxable at lineal rate (14) 136,631,65 17. Amount of Line 14 taxable at sibling rate 18. Amount of line 14 taxable at collateral rate 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > >BE SURETOANSWER ALL QUESTIONS ClN REVERSE SIDE AND RECHECK MATH < < 19. Tax Due Decedent's Complete Address: STREET ADDRESS 35 WEST MAIN STREET DTY I STATE I ZIP WALNUT BOTTOM PA 17266 Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. Credits/Payments A, Spousal Poverty Credit 8. Prior Payments C. Discount (1) 20,494.75 3. InteresVPenalty if applicable D, Interest E. Penaity Total Credits (A +8 +C) (2) TotallnteresVPenalty (D + E) (3) 4. If Une 2 is greater than Une 1 + Une 3, enter the difference, This is the OVERPAYMENT, Check box on Page 1 Line 20 to request a refund (4) 5, If Une 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) 8. Enter Ihe total olUne 5 + 5A, This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a, relaintheuseorincomeofthepropertytransferred; '"'' """"""."""" """""""."" """"""" "". D 00 b, retain the right to designate who shall use the property transferred or its income; """""".,, ",,"""""""" ". D 00 c. retain a reversionary interest; or .......... ........................... .......... .................................................... D 00 d. receive the promise for life of either payments, benefits or care? """ """".""""", "",,"""" """"." D D 2, If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................. .................... ......................... ............. ....... D [Z] 3, Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? '''' """."". D 00 4, Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? '"'' "."."""".""."."""""", """"""" D 00 20,49475 20,494,75 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Jnder penalties of perjury, J declare that I have examined this return, including accompanying schedules and statements, and 10 the best of my knowledge <Vld belief, it is true, correct and complete )eclaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. 31GNATURE OF PERSON RESPONSIBLE FOR FILING RETURN -1-1 "'~/-7L7 ( )('..-< I..z-.I--t-r P.O, BOX 83 WALNUT BOTTOM ;IGNATURE ,fit' RER OT~~TH.Xj=#ATIVE 9974 LL Y PITCHER HIGHWAY SHIPPENSBURG DATE/ I II IS/C-t , \DDRESS PA 17266 DATE /1 lie.( ,DDRESS PA 17257 'or dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% 72 P,S, ~9116 (a) (1.1) (i)], Cor dates of death on or after January 1, 1995, the tax rate imposed on the net value of Iransfers to or forthe use of the surviving spouse is 0% [72 P,S, ~9116 (a) (1,1) (ii)l. "he statute does not exemot 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 1e surviving spouse is the only beneficiary. or dates of death on or after July 1, 2000: he 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, r a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)], he tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficianes is 4,5%, except as noted in 72 P,S. ~9116(1.2) [72 P.S. ~9116(a)(1)], he tax rate imposed on the net value of transfers to or forthe use of the decedent's siblings is 12% 172 PS. ~9116(a)(1.3I1, A sibling is defined, under Section 9102, as an Idividual who has at least one parent in common with the decedent, whether by blood or adoption, ",V",,,,,.,,," '*' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FINK KATHIE G, FILE NUMBER 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 1. DESCRIPTION M&T BANK AND TRUST CO, CERTIFICATE OF DEPOSIT 31003914450504 IN NAME OF DECEDENT VALUE AT DATE OF DEATH 15,000,00 2. M&T BANK AND TRUST CO, CERTIFICATE OF DEPOSIT 31003914516116 IN NAME OF DECEDENT 39,746,10 3, M&T BANK AND TRUST CO" CERTIFICATE OF DEPOSIT 310039114605357 IN NAME OF DECEDENT 6,819.92 4. M&T BANK AND TRUST CO, CERTIFICATE OF DEPOSIT 31003914605365 IN NAME OF DECEDENT 6,819.92 5. M&T BANK AND TRUST CO" CHECKING ACCOUNT 71440224, IN THE NAME OF DECEDENT 5,299,68 6, ORRSTOWN BANK, CERTIFICATE OF DEPOSIT, IN DECEDENTS NAME 89,048.46 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, Insert additional sheets of the same size) 162734.08 CULO co COID 96 N KATHIE G FINK A 35 W MAIN ST C WALNUT BOTTOM EMPLOYER BK REL BK SVC ALL RETIRED PLACED PLACED LIST HIST ACCTS? N ACTN: ACPR ACDT SEQ- COID- PRDSP 0001 96 CDACR 0002 96 CDACR 0003 96 CDACR 0004 96 CDACR 0005 96 DDAK7 CIS INDIVIDUAL CUSTOMER PROFILE 04/11/04 10.55.51 MS 64282 INDIVIDUAL CUSTOMER DISPLAYED CUST SEG STATUS-- CD 0 COST CENTR 6825 BRN-- 6825 TIE 1 OPENED 910716 OFF01 CLOSED OFF02 XLW57 LST MAIN 1040213 MAR STATS BRTHDATE 550818 SEX------ F DECEASED ADVERTIS? BANKRUPT EMPLOYEE? N OCCUP CD HH# 0 CUST TYPE T3 SENS CODE 0 LANGUAGE REFER? N NATIONALITY NEXT: 1 CUP1 1 96 OP EBRN CUST NO. SSN/TID: NO 175506722 PA 17266-9702 HOME BUS. PHONE 717 532-4675 PHONE REMARKS EXP. DATE EXP, DATE LIST CLOSED ACCTS? Y A C C 0 U N T R E L ACCOUNT---------------- 031003914450504 031003914516116 031003914605357 031003914605365 000000071440224 A T I 0 OPEN ST 9308 99 9604 05 9804 03 9804 09 9107 99 N S HIP S NEXT: CURR ------BALANCE------ 15,000.00 39,746.10 6,819.92 6,819.92 5,299.68 1 REL IND IND IND IND IND 11/15/04 KATHIE G FINK Redeemed Has messages Original balance: Current balance: l=View 6=Print T=Tset Opt Posted Btch/Seq/InputSrc 5/21/04 0000 G 5/21/04 0000 G 6/23/04 0000 G 6/23/04 0000 G 7/23/04 0000 G 7/23/04 0000 G 8/23/04 0000 G 8/23/04 0000 G 9/23/04 0000 G 9/23/04 0000 G 10/22/04 0000 G 10/22/04 0000 G 11/05/04 0951 1 M 11/05/04 0951 1 M Time Deposit Inquiry Account number: YTD interest: Next pmt date: Control: From Rate T/C AFF .0000 670 0 I .0000 671 C B .0000 670 0 I .0000 671 C B .0000 670 0 I .0000 671 C B .0000 670 0 I .0000 671 C B .0000 670 0 I .0000 671 C B .0000 670 0 I .0000 671 C B .0000 620 0 C .0000 628 C C 64,853.16 .00 To Amount 212.68 212.68 220.29 220.29 213.73 213.73 221. 39 221. 39 221.94 221.94 215.32 215.32 <::89, 048 .q~' 86.33 11:38:08 5060060086 1 of 1 2, 2'5'1. 42 11/23/04 Balance 87,656.78 87,869.46 87,869.46 88,089.75 88,089.75 88,303.48 88,303.48 88,524.87 88,524.87 88,746.81 88,746.81 88,962.13 86.33- .00 Bottom F4=Redjsplay F7=Scan forward F8=Scan backward F17=Top F18=Bottom F20=Fold/Unfold Fl6=Sort F22=Tran Codes REV.''''''''''''''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FINK KATHIE G, FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A, FUNERAL EXPENSES: 1. FOGELSANGER-BRICKER FUNERAL HOME, FUNERAL ACCOUNT 6,712,10 B. ADMINISTRATIVE COSTS: 1, Personal Representative's Commissions Name of Personal Representative (s) CRYSTAL B, WILSON 8,136.70 Social Security Number{s) I EIN Number of Personal Representative(s) 203107092 Street Address P,O. BOX 83 City WALNUT BOTTOM State PA Zip 17266 Year(s) Commission Paid: 1/22004,1/22005 2, Attomey Fees SALLY J. WINDER, ESQUIRE 8,136.70 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4, Probate Fees REGISTER OF WILLS, LETTERS TESTAMENTARY, FILING FEES 278.00 5, Accountanfs Fees 6, Tax Return Preparer's Fees 7, CHAMBERSBURG ALS, AMBULANCE BILL 838,93 TOTAL (Also enter on line 9, Recapitulation) $ 24 102.43 (If more space IS needed, ,nsert additional sheets of the same Size) REV.,513EX+I* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER FINK. KATHIE G. RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS Vndude oulrighl spousal distributions, and transfers under See, 9116 (a) (1.2)] 1, CRYSTAL B, WILSON AUNT 1/3 NET ESTATE P,O. BOX 83 WALNUT BOTTOM, PA 17266 2, RONECE E. MARTINEZ NIECE 1/3 NET ESTATE 2379 CAMPY STREET PENBROOKE, PA 17103 3, ZACHARY p, MOORE NEPHEW 1/3 NET ESTATE 3308 MILITARY DRIVE FALLS CHURCH, VA 22044 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1- B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS " REHOBETH CEMETERY ASSOCIATION 1,000,00 411 WEST MAIN STREET WALNUT BOTTOM, PA 17266 2. TRINITY UNITED METHODIST CHURCH 1,000.00 118 WEST MAIN STREET WALNUT BOTTOM, PA 17266 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 2 000,00 " (If more space IS needed, Insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR OISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ')') r:.L DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-14-2005 FINK 02-25-2004 21 04-0236 CUMBERLAND 101 SALLY J WINDER 9974 MOLLY PITCHER HWY SHIPPENSBURG PA 17257 *' REV-lS~7 EX AfP [12-041 KATHIE G Allount 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 ~ REv:r~\"f.EX..\Fi".C~1":..6'~".N5TYcE.iiF'i:'NHER.i'i'l\llcE.i"Ai1'A"'jlRA.i'SEJI'ENi:..A'i:LiiwANCI!:.ilii.............. ... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF FINK KATHIE G FILE NO. 21 04-0236 ACN 101 DATE 02-14-2005 TAX RETURN WAS, (X I ACCEPTED AS FILED I CHANGED NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class Brat. (18) 19. Principal Tax Due .00 X 00 = .00 .00 X 045 = .00 .00 X 12 = .00 136,631. 65 X 15 = 20,494.75 1191= 20,494.75 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 DJ S. Cash/Bank Deposits/"isc. Personal Property (Schedule El 6. Jointly Owned Property (Schedule Fl 7. Transfers (Schedule Gl 8. Tot.l Assets III (21 131 (41 (51 (61 (7) .00 .00 .00 .00 162.734.08 .00 .00 (81 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/"isc. Expenses (Schedule Hl 10. Debts/"ortgage Liabilities/Liens (Schedule Il 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule Jl 14. Net Value of Estate Subject to Tax (91 1101 24,102.43 .00 (111 1121 1131 1141 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 162,734.08 :74.10:7 43 138,631. 65 2,000.00 136,631. 65 TAX CREDITS: cftm." , ,., AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-I 11-16-2004 CD004630 .00 20,494.75 TOTAL TAX CREDIT 20,494.75 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 d7 . 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" (CRl, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/13/2006 WINDER SALLY J 9974 MOLLY PITCHER HIGHWAY SHIPPENSBURG, PA 17257 RE: Estate of FINK KATHIE G File Number: 2004-00236 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 2/25/2006 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, AdL~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge Cumberland County - Reglscer Of Wills One Courthouse Square Carlisle, FA 17013 Phone: (717) 240-6345 Date: 2/03/2006 WILSON CRYSTAL B 35 WEST MAIN STREET WALNUT BOTTOM, PA 17266 RE: Estate of FINK KATHIE G File Number: 2004-00236 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: 2/25/2006 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, .h..J_ ~ ,LL-.I /J ~~UWV&f:-fJJ~~' // GLENDA FARNER STP~SBAUGB REGISTER OF WILLS cc: File Counsel Judge \rt ~ ~'~ ~~ f~ fh (I) (I) ~ tl'. "8 -g 0.. '€ 3 ~ E ! ~~ 0. ~~ N ~ "--4.- a~.~ \ ~ 'T -'== <:.J U) _1 a: a; : i : . : 21 ('i~ : ~ ,\() .. ld:.\~1 l \ - :,. . 'l".., .. ,~' .' l-t:.. i ~ Il9 \..\~\~ ~~cC: ~ ~: :...... c: ~ ~ --:~:~ "$:"""'": '/) '<.' c.. , \ i ~ n:'*:~ , \ r-i ~;: _~~: s::. ~ :.:::: ? \:)-: V) C"- ~ l"~ i't ~. VJ\~i\~ ~ :..: )( : q) =- :!t ~:s .. ~ :Q5 ~ ~CI)~ i" II) :!...:~ .1 :en 0:0 .. :~ .e.'g. ~c! cc.-C c:(I) ...E I~ -g ~ :~ z:;s ~l (1)- OC: '1:1(1) ~~ -c:l!! 108 cr.e t/) Q) (l) u. ~ (I) g> ~ o 0- m i2 2000 021i1'L SOOL ---' --.--.- --- - --- ~-~- ~- ---- --~--- : . - '.- ,'.: U Mf\.~( '1 ~.. ... '_.. i " ...- r" - I ,l ~ i Estate of FINK KATHIE G Late of SOUTH NEWTON TOWNSHIP ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Estate No.: 21-04-00236 Date: 3/14/2006 NO.: 21-04-00236 WINDER SALLY lJ 9974 MOLLY PITCHER HIGHWAY SHIPPENSBURG PA 17257 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6. 12, SUPREME COURT ORPHANS I COURT RULE Personal Representative: WILSON CRYSTAL B Personal Representative Counsel: WINDER SALLY J Date of Decedent's Death: 2/25/2004 Date of Delinquency Notice: 2/25/2006 The undersigned, Glenda Farner Strasbaugh, Clerk of Orphans' Court, in accordance with rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor their counsel, have filed with the Register of Wills or Clerk of Orphans' Court, his/her 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, was given by the Clerk of Orphans' Court on 1/17/2006 and that the ten (10) day notice to file the status report has expired. Accordinsrly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or their counsel. cc: File Personal Representative Counsel ~~~ Glenda Farner Strasbaugh- Clerk of Orphans' Court A hearing is scheduled for May 01, 2006 at 11:00 AM in Courtroom No.2. If the Status Report is filed prior to the hearing date, the hearing will automatically be cancelled. - - - - - - - - - -'- - -- .) :;--1, '. \.' "" :'\ . "":6- ..c \ \) ~ .w E;' -' - ()oQ~g ~. ~ ,... crq (';l ,...-..' (';l ~ \0-" P \0-' . l"'"': rJl p.. .~()~f-+~' (0 0 ~ '-# ~ 0 ""T'1 ~~~g.,~ ~~()~~ l""""""" ~ ~rl --l """ ~ \0-' . o~t1'--;::::'rJl ~ ffl q- l"""""rJl~~?") v.>~ ~~& ~ p..n~ (0 ...- (JO ~l;:S ~ o ~ o ~ p-" ~ ffl_ () o ~ - -" - - - - - ::- - - - -' - -- - - ,,-/ . 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Om "~ ~ a: Q)' ~ E q af a..ao ~ ~ d ~ ODD - ~ Q) "m "m.~ Q) :i: ~:i: ~ ~~i~ ""0 8~ fjp::l ~ "~~a:~ i ~E1DO ~ Q) en :0 c as .r:: ~ Q) :i: en ~ D o "<t ~ ~ N o ab m It) (\J o T"'" 0- ("-' ("- .::t' U1 M ...D .::t' -.:t ru C. el "B el ~ ell c 3 ~I &! o ~I ! U11 8 el i ell ("-, I' i"o::t" 10 o C\I ~ co :J .c Q) u. i ~. .~ .... i .8E~ g,g co z~ M :! ~ ~ ~ e. ~ en a. C\i -::-:-, ~,~ ~."_ ___~, _...~~r.T!ll'i1_ -..1: ~____ =_ _.......i__...:;l f"i:_....~-.-..2.-- !l"...I1;;~J!.:s;...<t!l: I\JI! 'If'" J!.llai OJ!. ~Ull.!lJU!C1i.'.!!.~.!!!!.\i.!l. 'VQ.PU"-Jlil.y STATUS REPORT lJ:NvER RULE 6.12 Name of Decedent: . \<ttth~. ~. t;'l\tc Date of Death: Estate No.: ;;J. DD 4 - d-:s. b . 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 the persOOai i-ei:iiesentative file a final accountwitb the CoUrt? . YesD No~ . b. The separate Orphans' Court No. (if any) for the personal representative's accOlmt is: c. Did the personal representative state an account informally to the pa.."i:ies in interest? Yes ~ No 0 c. Copies of receipts, releases, joinders and approval offormal or iDioml accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: ~~Q.J, Name SignaPJre~ ~ '- \ ());.L. ~t .' ~rvlt/ PtMv /JW_1 Address 9u~s '" fA. I t.)Sf) Telepl:0l;e No [II ~~J- q tf1 & qql '!,,,. Capacity: U Personal P....epresen:ari-..re 'S2:'(',..,...,.,~-1 .t:~_ '-er~n-'^ 1 ~-~-----t-';";VQ j ~'-JU'-'~;:;_ ~'Jl 1:-' !;:'J!.''''-_ 'c}-'!c;:,c,.u.a..,.... I7t k~y.