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Home My WebLink About03-0503 PETITION FOR PROBATE and GRANT OF LETTERS Estate of ,JOHN E. KENNEDY No. also known as To: , Deceased. Social Security No. 189-09-4228 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut ors in the last will of the above decedent, dated July 16, 2002 and codicil(s) dated NONE Register of Wills for the County of CUMBERLAND 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 is last family or principal residence at 113 East Maplewood Avenue, Borou~lh of Mechanicsbur~l. Mechanicsbur~h PA 17055 (list street, number and municipality) Decedent, then 82 years of age, died 615103 at Holy SI)irit Hospital,Camp Hill, Pennsylvania Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never ajudicated 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: __ 113 EAST MAPLEWOOD AVENUE~ MECHANlr_.$_nURG~ PA $ $ $ $ 54,000.0n 106 000.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters TESTAMENTARY thereon. (tes~men~;administmtionc.t.a.;Mministrationd.b.n.c.t.a.) John E. Kennedy, Jr. Box 62 Troxelville PA 17882 Diane K. DeGumba, 119 River Road New Brunswick NJ 08816 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA t COUNTY OF CUMBERLAND SS 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 acl~n, inister the estate according to law. Sworn to or affirmed and subscribed [ax ~_ before me this day of . Register L '~ ~ ? [' ~ ' ' ' NO. Estate of ~ONN E. gENNEt~V , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated 7118/02 described therein be admitted to probate and filed of record as the last will of..t. OHN E. KENNEDY and Letters TESTAMENTARY are hereby granted to John F. Kennedy; Jr. and Diane K. DeGumba FEES Probate, Letters, Etc ......... $ Short Certificates ( ) ...... $ Renunciation ............ $ $_ TOTAL $ Filed ........................ Register of Wills .Murrel R. Walters III #24849 ATTORNEY (Sup. Ct. I.D. No.) 54 East Main Street Mechanicsbur.q PA 17055 ADDRESS 717-697-4650 PHONE LC-,:~¥ O;~NtlF' [0. LAST WILL AND TESTAMENT BE IT REMEMBERED THAT I, JOHN E. KENNEDY, a resident of Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this to be my LAST WILL AND TESTAMENT, hereby revoking any and ail Wills and Codicils previously made by me. I I declare that I am married to SHIRLEY L. KENNEDY, and that I have one son, JOHN E. KENNEDY, JR. and one daughter, DIANE K. DeGUMBA. II I direct that ail my just debts and funerai expenses shail be paid from my residuary estate as soon as practicable after my decease. III I direct that ail taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. IV I give, devise and bequeath ail my property, whether reai or personai, wherever situate, including any property over which I may have a power of appointment equally to my son, JOHN E. KENNEDY, JR. and my daughter, DIANE K. DeGUMBA. If my son, JOHN, should predecease me, then his share should be divided one-haif to my grandson, KEVIN S. KENNEDY, per stirpes, and one-haif to my granddaughter, ALLISON K. DeLONG, per stirpes. If my daughter, DIANE, should predecease me, then her share should be distributed one-third to her husband, RONALD A. DeGUMBA, per stirpes, one- third to my grandson, KEVIN S. KENNEDY, per stirpes, and one-third to my granddaughter, ALLISON K. DeLONG, per stirpes. VI I nominate, constitute and appoint my daughter, DIANE K. DeGUMBA and my son, JOHN E. KENNEDY, JR., as Co-Executors of this LAST WILL, to serve without bond. If either is unable or unwilling to act in that capacity, then the other may act alone. IN WITNESS WHEREOF, I, JOHN E. KENNEDY, have set my hand to this LAST WILL this ] to day of ~ c~ \ c~ ,2002. ~(~N E. KENNEDY Signed, sealed, published and declared by the above-named JOHN E. KENNEDY, as and for his Last Will and Testament, in the presence offs, who, at his request and in his presence, and in the presenc~ of each other,)/,~ve hereunto subscribed our names as witnesses. ~ · ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA · SS. COUNTY OF CUMBERLAND · I, JOHN E. KENNEDY, Testator, 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 as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and Testator, this /&~- J~N E. KENNEDY acknowledged before me by JOHN E. day of .d~,c~z, ,2002. KENNEDY, Notary Public AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA · SS. COUNTY OF CUMBERLAND · the ~tnesses whose nines ~e si~ed to the attached or foregoing instrument, being duly qu~ified according to law, do depose ~d say that we we~'present ~d saw Testator si~ ~d execute the instrument as his LAST WILL, hat JOHN E. KENNEDY si~ed ~llingly ~d that he executed it as his free ~d volunt~ act for the pu~oses therein expressed; that each of us in the.he~ ~d sight of the Testator si~ed the Will as ~tnesses; ~d that t~ the.,be, : o~ur ~owledge, the Testator was at the time 18 ye~s of age or ~i ~, ~f/sou ~ind ~d under no constr~nt or undue influence. ~~ ~~~/g f~ . Sworn or affirmed to and acknowledged before me this 1¢4k day of j-~ \~ ,2002. Notary Public [ NOTARIAL SEAL I a~ L FIYAN, NOTARY PUBLIC ICilY OF MECHANtC~BURG, CUMBERLAND [ MY c0~ass~0N EXPIRES JUNE il, 2006 JOHN E. KENNEDY MURREL R. WALTERS, ~I Ai'fORNEY AT LAW 54 EAST ~ STREET MECHANICSBURG, PENNSYLVANIA 17055 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: JOHN E. KENNEDY Date of Death: June 5, 2003 Will No. 2003-00503 Admin. No. 21-03-0503 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 June 27, 2003. Name Address John E. Kennedy, Jr. Diane K. DeGumba Box 62, Troxelville, PA 17882 119 River Road, New Brunswick, NJ ~0~/ Notice has now been given to all persons entitled theret~,unde~r~R~e ,5.6(a) ~ept: NONE ~ Date: June 30, 2003 Murrel R. Walters, III, Esquire 54 East Main Street Mechanicsburg, PA 17055 (717) 697-4650 Capacity.. Personal Representative X Counsel for personal representative REV-1500 EX + (6-00) U.I Z uJ Z o u~ LU n- n, 0 Z COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) KENNEDY; JOHN E. DATE OF DEATH (MMoDD-Year) DATE OF BIRTH (MM-DD-Year) 06/05/2003 06/28/1920 (JF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) KENNEDY; SHIRLEY L. OFFICIAL USE ONLY FILE NUMBER 2 I -0 3 0 5 0 3 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER I 8 9 - 0 9 - 4 2 2 8 THIS RETURN MUST BE FILED IN DUPLICATE WiTH THE REGISTER OF WILLS SOClALSECURITYNUMBER r~'j 1. Odginal Retum ~]4. Limited Estate [~6. Decedent Died Testate (Attach copyof Will) 9. Litigation Proceeds Received r-j2. Supplemental Retum ~'1 4a. Future Interest Compromise (date of dealh alter 12-12-82) r'-] 7. Decedent Maintained a Living Trust (Attach copy o1Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) [] 3. Remainder Return (dale of death prior to 12-13-82) ['--]5. Federal Estate Tax Return Required __ 8. Total Number of Safe Deposit Boxes F'-~i 1. Election to tax under Sec. 9113(A) (Attach Sch O) THIS SECTION MUST BE COMPLt: I ~-D. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS MURREL R. WALTERS III ESQ FiRM NAME (If Applicable) TELEPHONE NUMBER 717/697..4650 54 EAST MAIN STREET MECHANICSBURG PA 17055 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 Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) J-"] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (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 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 Governmental Bequesta/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) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 9p992.80 38;512.64 OFFICIAL USE ONLY (8) 48,505.44 5;846.69 2,824.74 (11) 8;671.43 39;834.01 (12) (13) (14) 39,834.01 15. Amount of Line 14 taxable at the spousal tax rate, or transfers 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 collateral rate 19. Tax Due 20. X __ (15) 39~834.O1 X .O45 (16) X .12 (17) X .15 (18) (19) 1 ;792.5~ 1,792.53 > · BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH Decedent's Complete Address: STREET ADD~ESS 1 t'3 EAST MAPLEWOOD AVE MECHANICSBURG Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount zip 17055 (1) 3. Interest/Penalty if applicable Total Credits (A + B + C ) (2) D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4.If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference, This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) _. 1;792.53_ 1;792.53 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SB) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ........................................ [] [] c. retain a reversionary interest; or .............................................................................................. [] [] d. receive the promise for life of either a merits, benefits or car ? .......................................................... PY e ... [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? 3. ' .............................................................................................. [] [] Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I dec are that I have examined this return, including accornoanving schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all informat'i<~n ~)f which preparer has any knowledge. 1;792.5~ SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN D ' , 82 -------.---~1~"' ~D~, ;;';; BRUNSWICK, Nj 08816 SIGNATURE 0F~ ' -- DATE 54 EAST MAIN S'TREET.t..MECHANiCSi~URG PA 17055 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. R~V-1503 EX + (1-97) ' SCHEDULE B ' COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEOI~NT ESTATE OF KENNEDY. JOHN All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION PRUDENTIAL 117 SHARES @ 33.40 WAYPOINT BANK 330 SHARES @ 18.43 FILE NUMBER :~1 03 TOTAL (Also enter on line 2, Rec. arnitulation) $ 050~ VALUE AT DATE OF DEATH 3,907.80 6,085.00 (If more space is needed, insert additional sheets of the same size) 9~992.8,, REV-1508 EX ',' (1-97) ESTATE OF KENNEDY. JOHN E. Include the ITEM NUMBER 1. 3 FILE NUMBER 21 03 050:~ ~roceeds 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. DESCRIPTION WAYPOINT BANK SAVINGS WAYPOINT BANK CHECKING 2003 MERCURY SABLE SALE PRICE TOTAL (Also enter on line 5, Recapitulation) $ VALUE AT DATE OF DEATH 7,464.89 6,047.75 15,000.00 (If more space is needed, insert additional sheets of the same size) 3~ REV-1511EX * (1-97) I · I SCHEDULE H ° COM~OHt~RWI~A~TcHE(~ P~N.N~,S~L, VANIA I FUNERAL EXPENSES & RESIDENTD~CE~)EE~rR" ADMINISTRATIVE COSTS Debts of decedent must be reported on Schedule I. ITEM NUMBER A, FUNERAL EXPENSES: 1. CREMATION SOCIETY 2 MEMORIAL SERVICE DESCRIPTION AMOUNT 33.00 375.00 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) JOHN E. KENNEDY JR. Social Security Number(s) / LIN Number of Personal Representative(s) StreetAddress BOX 62 City TROXELVILLE State PA Year(s) Commission Paid: 2003 Attorney Fees MURREL R. WALTERS III ESQ Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Zip 17882 Street Address City, Relationship of Claimant to Decedent Probate Fees REGISTER OF WILLS CUMBERLAND COUNTY' Accountant's Fees Tax Return Preparer's Fees CUMBERLAND LAW JOURNAL THE SENTINEL State Zip ESTATE NOTICE PUBLICATION ESTATE NOTICE PUBLICATION 1,210.00 2,520.00 325.00 75.00 98.69 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent KENNEDY, JOHN E. 21 03 Page1 Schedule H - Funeral Expenses & Administrative Costs - B1 O5O3 ITEM NUMBER DESCRIPTION ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) DIANE K, DEGUMBA Social Security Number(s) / EIN Number of Personal Representative(s) Street Address 119 RIVER ROAD City EAST BRUNSWICK Year(s) Commission Paid: 2003 State NJ Zip 08816 Name of Personal Representative (s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address Year(s) Commission Paid: State Zip SUBTOTAL SCHEDULE H-B1 AMOUNT 1,210.00 1,210.00 · ' I SCHEDULE I · COMMONWEALTH OF PENNSYLVANIA I DEBTS OF DECEDENT. ~T~B~ ~1~ ~ ~ICT~EDsE. ~TI' I E N S I FIL~ ~ U~ ~a~ Include unreimbursed medical expenses. ITEM NUMBER 3 5 7 9 DESCRIPTION QUANTUM IMAGING~ HEALTHSOUTH~ ORTHOPAEDIC SURGEONS, FAMILY INTERNAL, SUSQUEHANNA PAIN MANAGEMENT, PULMONARY AND CRITICAL CARE MEDICAL PRUDENTIAL CREDIT CARE BOROUGH OF MECHANICSBURG SEWER/REFUSE SOCO FUEL OIL MECHANICSBURG SCHOOL DISTRICT REAL ESTATE TAX PENNSYLVANIA AMERICAN WATER PPL ELECTRIC GARY ALTLAND LAWN CARE ABE DUNCAN LAWN MOWING AMOUNT 502.19 211.12 46.00 195.91 1,258.25 22.14 34.13 135.00 420.00 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (g.nm ESTATE OF NUMBER I. '2 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] JOHN E. KENNEDY JR BOX 62 TROXELVILLE, PA 17882 DIANE K, DEGUMBA 119 RIVER ROAD EAST BRUNSWICK~ NJ 08816 FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) SON DAUGHTER OF ESTATE 50% 50% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: ~ A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - 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) 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 003307 WALTERS MURREL R III ESQUIRE 54 E MAIN STREET MECHANICSBURG, PA 17055 ........ fold ESTATE INFORMATION: SSN: 189-09-4228 FILE NUMBER: 2103-0503 DECEDENT NAME: KENNEDY JOHN E DATE OF PAYMENT: 12/04/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 06/05/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $1,792.53 REMARKS: TOTAL AMOUNT PAID' DIANE K DEGUMBA C/O MURREL R WALTERS III ESQUIRE $1,792.53 SEAL CHECK//126 INITIALS' JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES TNHERZTANCE TAX DTYTSZON DEPT. 280601 HARRISBURG, PA 17118-0601 HURREL R WALTERS III ESQ 5q E HAIN ST HECHANICSBURG PA 1705'5 COHNONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEMENT, ALLOWANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACM 01-27-200q KENNEDY 06-05-2005 21 05-0505 CUHBERLAND 101 Amount Rem/tted I RE¥-1S47 El( AFP (01-05) JOHN E HAKE CHECK PAYABLE AND RENZT PAYMENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF ]:NHERZTANCE TAX APPRAZSEHENT, ALLOWANCE OR DZSALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KENNEDY JOHN E FZLE NO. 21 05-0505 ACN 101 DATE 01-27-200q TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNZNG FUTURE ZN.=KEST - SEE REVERS;. APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) $. Closely Held Stock/Partnership Interest (Schedule C) ($) q. Mortgages/Notes Rece/vable (Schedule D) (q) $. Cash/Bank Deposits~H/sc. Personal Property (Schedule E) ($) 6. Jo/ntly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTZONS AND EXEMPTIONS: 9. FuneraZ Expenses/Adm. Costs/Misc. Expanses (Schedule H) (9) 10. Debts/Mortgage Lieb/lit/es/Liens (Schedule I) (10) 11. Total Deductions 12. Nat Value of Tax Return .00 9z992.80 .00 .00 58z512.6~ .00 .00 (8) 5,8~6.69 NOTE: To /nsure proper credit to your account, submLt the upper portion of this form w/th your tax payment. 15. lq. NOTE: qS,505.qq ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TAX CREDITS: PAYIIENT DATE 12-0q-2005 RECEZPT NUMBER CD003307 INTEREST/PEN PAID (-) .00 reflect figures that include the tota! of ALL returns assessed to date. · O0 x O0 = . O0 59,85q.01 x Oq5= 1,792.55 · O0 x 12 = , O0 · 00 x 15 = . O0 (19)= 1,792.53 AMOUNT PAID 1,792.55 ASSESSMENT OF TAX: 15. Amount of L/ne lq at Spousal rata (15) 16. Amount of L/ne lq taxable at L/neal/Class A rata (16) 17. Amount of L/ne lq at S/bling rata (17) 18. Aeount of L/ne lq taxable at Collateral/Class B rata (18) 19. Principal Tax Due TOTAL TAX CREDZT I 1,792.55 BALANCE OF TAX DUEI .00 INTEREST AND PEN. I .00 TOTAL DUE I . 00 ( IF TOTAL DUE IS LESS THAN 91, NO PAYMENT IS REQUIRED. ZF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE ~ A REFUND· SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)-i-~ ~ Charitable/governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) . O0 Nat Value of Estate Subject to Tax (lq) ~f an assess;ent ~as issued previously, 11nes 14, 15 and/or 16, 17, 18 and 19 Z~8Zq.7q (11) 8.&71.43 (12) 39,83q. 01 RESERVATION: Estates of decedents dying an or before December 12, 198Z -- 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 Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the laafu! Class B (collateral) rate on any such futura interest. PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act 25 of ZOO0. (TI P.S. Section 91q0). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Make check ar money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may ba requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" [REV-lilS). Applications ara available at the Office of the Register of Nills, any of the Z5 Revenue District Offices, or by calling the special Iq-hour answering service for fores ordering: 1-80g-56Z-ZO50~ services far taxpayers with special hearing and / or speaking needs: 1-SgO-qqT-SggO (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount ar interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZSlOZ1, Harrisburg, PA 17liS-lOll, OR --election to have the eat[ar 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 171ZS-O681 Phone (717) 787-6S05. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decadent's death, a five percent (SI) discount of the tax paid is allowed. The 15Z tax amnesty non-participation penalty is computed an the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty per[od. 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 with first day of delinquency, or nine (9) months and one fl) day from the date of death, to the date of payment. Taxes which became delinquent before January l, 198Z bear interest at the rate of six (6Z) percent par annum calculated at a daily rate of .O0016q. All taxes which became delinquent an and after January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2005 are: Interest Daily Interest Daily Interest Daily Factor Year Rate Factor Year Rate Factor Yeast Rate 198Z lOX .0005¢8 1987 9Z .0002¢7 1999 7Z .O00laZ 1983 16Z .000¢38 1988-1991 1lZ .000501 2000 8Z .000219 198¢ IZZ .000301 199Z 9X .000Z¢7 2001 9Z .000Z¢7 1985 132 .000356 1995-199¢ 7X .00019Z ZOOZ 62 .00016¢ 1986 lOZ .00027¢ 1995-1998 9Z .000Z¢7 2003 5Z .000157 --Interest is calculated as follows: XNTEREST= BALANCE OF TAX UNPAID X NUNBER OF DAYS DEL/NQUENT X DAXLY TNTEREST 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 caXculatad. cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 5/03/2005 WALTERS MURREL RIll 54 E MAIN STREET MECHANICSBURG, PA 17055 RE: Estate of KENNEDY JOHN E File Number: 2003-00503 Dear Sir/Madam: It has corne 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: 6/05/2005 Your prompt attention to this matter will be appreciated. Thank You. ~'~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge ~ Register of Wills of Cumberland County Name of Decedent: STArns REPORT UNDER RULE 6.12 "John f. f<e-nr7€c/i.( &/5/2-003 2.W3 - 005'03 Date of Death: Estate No.: 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 personal representative file a :final account with the Court? Yes 0 No I)l b. The separate Orphans' Court No. (if any) for the personal representative's account is: Date: c. Did the personal representative state an account informally to the parties in interest? Yes ~ No 0 c. Copies of receipts, releases, joinders and approval offormal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. S/Jq/OS ~ 1<.J1v~ . Signature 'j)lan? f,. lJe G.-t hLha..- Name ,-"-J U? II cr f<JV't% 7( d. Address (V) c..,...! f, dnt 1& un de:.- AI .J bff/6 7?Z/2~7/240Y Telephone No. {...J- Capacity: ~ Personal Representative o Counsel for personal representative vi PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: JOHN E. KENNEDY June 5, 2003 Estate No.: 2003-00503 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 _X_ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete (date) 3. If the answer to No.1 is yes, state the following: A. Did the personal representative file a final account with the court? Yes No_X_ B. The separate Orphans' Court No. (if any) for the personal representative's account is: (Not Applicable in Dauphin County) C. Did the personal representative state an account informally to the parties in interest: Yes_X_ No D. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court an may be attached to this report. Date: (",....) ",) MURREL . W ALTERS, III, ESQUIRE 54 East Main Street Mechanicsburg, P A 17055 717-697-4650 r- Capacity: Personal Representative _X_ Counsel for Personal Representative ~, Register of Wills of Cumberland County Name of Decedent: STATUS REPORT UNDER RULE 6.12 \]jili W ~ {(' t=~ l.j Ci)~, ~'fL ~-'--I.-03 '?-003-- (),:.) S'o J Date of Death: Estate No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion oithe administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes Efl 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 personal representative file a final acC01.mt with the Court? Yes 0 No ~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes ~ No 0 Date: c. Copies of receipts, releases, joinders and approval offormal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ~\~~.;- (""'oJ L.r) do~ Z~ Signatur~ .:T'O\-\~ G l<:..E:\-J~~t--J/'"t... Name ,...i;.,"~ S-l..) Co S-y ~,...rr )>- Telephone No. ;".') t3u 'f.. S 2, 'Trtu (\'LLu \LL[, PA- 11 832- ',.....,J Address Capacity: EJ. Personal Representative o Counsel for personal representative )