HomeMy WebLinkAbout01-0883
REV-1500 EX + (6-00)
.' COMMONWEALTH OF
. PENNSYLVANIA
, DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17126-0601
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IREV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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EDMONDSON, J. THERESA
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
09/06/2001
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
DONALD E. EDMONDSON
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[R] 1. Original Retum
o 4. Limited Estate
[R] 6. Decedent Died Testate (Al1ach copy ofWiU)
o 9. Litigation Proceeds Received
o 2. Supplemental Retum
o 4a. Future Interest Compromise (date 01 death alter 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy of TrusQ
o 10. Spousal Poverty Credit (dale 01 death between 12.31-91 and 1-1-95)
OFFICIAL USE ONLY
FILE NUMBER
2 1 - 0
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"'COuNTY'CciiiE -VEAR- - - NuMBER- -
SOCIAL SECURITY NUMBER
75- 3 4 - 7 9 2 9
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Retum (date of death plior to 12-13-82)
o 5. Federal Estate Tax Retum Required
Q.. 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach 5th 0)
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COMPLETE MAILING ADDRESS
2331 MARKET STREET
NAME
LINUS E. FENICLE
FIRM NAME (If Applicable)
REAGER & ADLER, P.C.
TELEPHONE NUMBER
717-763-1383
CAMP HILL
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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)
o 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 Govemmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subjectto Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate. or transfers under Sec. 9116 (a)(1.2)
76,564.85
889.55
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
(11)
(12)
(13)
(14)
X 0.00 (15)
X .045 (16)
X .12 (17)
X .15 (18)
(19)
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
PA 17011
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70,690.00 :
OFFICIAL USE ONLY
20,140.00
0.00
(8)
90,830.00
13,365.15
13,365.15
77,464.85
77 ,464.85
40.03
40.03
Add
Decedent's C0mpleta ress:
ST~EET ADDRESS 5110 INVERNESS DRIVE
CITY MECHANICSBURG T STATE PA I ZIP 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
40.03
Total Credits (A + B + C) (2)
3.
InteresUPenalty if applicable
D. Interest
E. Penalty
3.07
4.
TotallnteresUPenalty (D + E)
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 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. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
(3)
3.07
5.
43.10
43.10
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
No
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred; ........................................................................... 0
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0
c. retain a reversionary interest; or ...................................................................................................... 0
d. receive the promise for life of either payments, benefits or care? ............................................................. 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?............................................................................................... 0
3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 0
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
3825 Sullivan Street
Mechanicsburg
SIGNATURE OF PRE PARER OTHER THAN REPRESENTATIVE
PA 17050
DATE
ADDRESS
2331 Market Street
Camp Hill
PA 17011
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. 99116 (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. 99116 (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. 99116{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. 99116{1.2) [72 P.S. 99116(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. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX + (6-98)
'W
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
EDMONDSON. J. THERESA 21 01 0083
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real orooertv which is fointlv-owned with riaht of survivorshio must be disclosed on Schedule F.
SCHEDULE A
REAL ESTATE
ITEM
NUMBER
1.
DESCRIPTION
REAL PROPERTY LOCATED AT 20 COLUMBIA ROAD, ENOLA, PENNSYLVANIA
2001 County Assessed Value. See attached Certification.
VALUE AT DATE
OF DEATH
70,690.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
70,690.00
REV-150B EX + (6-98)
..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
EDMONDSON. J. THERESA
FilE NUMBER
21 01
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
0083
ITEM
NUMBER
1.
DESCRIPTION
MEMBERS FIRST FEDERAL CREDIT UNION
checking account
VALUE AT DATE
OF DEATH
19,240.00
2.
DIAMOND EARRINGS
200.00
3.
REMAINING JEWELRY
700.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets ofthe same size)
20,140.00
REV-1509 EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
EDMONDSON. J THERESA
FILE NUMBER
21 01
0083
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A.
B
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JOINTL Y.OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. 0.00
TOTAL (Also enter on line 6, Recapitulation) $ 0.00
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX + (6-98)
.
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBA TE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
EDMONDSON. J. THERESA
FilE NUMBER
21 01
0083
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER. ATTACH ACOPV OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST VALUE
(IF APPLICABLE)
1.
TOTAL (Also enter on line 7 Recapitulation) $
..
(If more space IS needed, Insert additional sheets of the same size)
REV-1511 EX+ (12-99)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
EDMONDSON. J. THERESA
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21
01
0083
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. PARTHEMORE FUNERAL HOME 8,038.00
1303 Bridge Street, New Cumberland, PA 17070
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. AttorneyFees REAGER & ADLER, P.C. 1,500.00
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) 3,500.00
Claimant DONALD E. EDMONDSON
Street Address 5110 INVERNESS DRIVE
City MECHANICSBURG State P A Zip 17050
Relationship of Claimant to Decedent
4. Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS 153.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. CUMBERLAND LAW - LEGAL ADVERTISING 75.00
8. THE SENTINEL - LEGAL ADVERTISING 71.15
9. FILING FEE -INHERITANCE TAX RETURN AND INVENTORY 25.00
10. TAX CERTIFICATION - JANE BIDDLE, TAX COLLECTOR 3.00
TOTAL (Also enter on line 9, Recapitulation) $ 13,365.15
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (6-9&)
..
SCHEDULE.
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
EDMONDSON. J. THERESA
FILE NUMBER
21
01
0083
Include unreimbursed medical expenses.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
--- .I -. ?1 01 00R3
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 [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1.
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. DONALD EDMONDSON
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART 11- 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)
CUMBERLAND COUNTY, PENNSYLVANIA
INVENTORY
Estate of EDMONDSON, J. THERESA
, Deceased
No. 21 01 0083
Date of Death 9/6/01
Social Security No. 175347929
also known as
Personal Represenlative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We
verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Name of
Attorney: LINUS E. FENICLE
I.D. No.: 20944
Address: 2331 MARKET STREET
CAMP HILL
7t;;(e~L
Dated
/ ( If>h'J
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PA 17011
Telephone: 717-763-1383
Description
Value
Stocks & Bonds
Closely-Held Corporation, Partnership or Sole-Proprietorship
Mortgages & Notes Receivable
Cash, Bank Deposits, & Misc. Personal Property
MEMBERS FIRST FEDERAL CREDIT UNION
checking account
19,240.00
DIAMOND EARRINGS
200.00
Total
(Attach Additional Sheets if necessary)
90,830.00
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
RW-4
Continuation of Inventory
~
EDMONDSON, J. THERESA
21
01
0083
PaQe 1
Description of Inventory
Description
Value
REMAINING JEWELRY
700.00
Real Estate
REAL PROPERTY: 20 COLUMBIA ROAD, ENOLA, PENNSYLVANIA
2001 County Assessed Value. See attached Certification.
70.690.00
Subtotal $
71,390.00
90,830.00
Grand Total $
18/23/2881 87:14
730- 73~ft;
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9B95599B~8B888B8888
JANEEBIDDLE
PAGE 81
T A X I N FOR MAT ION
October 22, 2001
CUmberland County - East pennsboro School District - East Pennsboro Township
Name as it appears in Tax Duplicate:
EDMONDSON, J THERESA
Acct# 09-14-0832-119
Location: 20 COLUMBIA ROAD
5110 INVERNESS DRIVE
MECHANICSBURG, PA 17050
Land
Improvements
Total Assessment
13,500
57,190
70,690
TAX
S T A T.U S
Tax
Year*
Taxing
Authority
Face Amt
Status
Amt Paid
Date paid Amount Due
--------------------------------------------------------------------------------
2001 County 125.76 PAID 123.24 04/20/01
2001 Library 7.28 PAID 7.13 04/20/01
2001 Township 62.77 PAID 61.51 04/20/01
2001 SChool 759.92 PAID 744.72 08/20/01
==;;;:;=~=-====
Total Due
* The School tax year is July 1 of the year shown, through June 30 of the
following year. Both the Township and County use the calendar year.
If prior year info is needed please contact The Cumberland County
Tax Claim Bureau.
r, Jane E. Biddle, Tax Collector for East pennsboro Township do hereby
certify the above information to be the true and correct Tax Status
of the above listed property.
~~
(sig d) TAX COLLECTOR
fDld:3;: /
( DATE
COHHON#EALTH OF PENNSYLVANZA
BUREAU OF ZNDZVZDUAL TAXES BEPARTNENT OF REVENUE E&J~
INHERZTANCE TAX DIVISION
DEPT. ZED601
HARRISBURG, PA 17128-0601 NOTZCE OF ZNHERZTANCE TAX
APPRAZSENENT, ALLONANCE OR DZSALLONANCE
OF DEDUCTZONS AND ASSESSHENT OF TAX
RE¥-1547 EX AFP (01-OS)
BATE 01-05-2004
ESTATE OF EDHONDSON J T
BATE OF BEATH 09-06-Z001
FZLE NUHBER 21 01-0885
LZNUS E FENZCLE .... ~ COUNTY CUHBERLAND
REAGER & ADLER ACN 101
2551HARKET ST Amount Remltted
CAHP HZLL PA 17011
HAKE CHECK PAYABLE AND REHZT PAYNENT TO:
REGZSTER OF NI'LLS
CUHBERLAND CO COURT HOUSE
CARLTSLE, PA 17015
CUT ALONG THZS LZNE t~ RETAZN LONER PORTZON FOR YOUR RECORBS
REV-1547 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSENENT, ALLONANCE OR
DZSALLONANCE OF BEDUCTZONS AND ASSESSHENT OF TAX
ESTATE OF EDNONDSON J T FZLE NO. 21 01-0885 ACN 101 BATE 01-05-2004
TAX RETURN HAS: (X) ACCEPTED AS FZLED ( ) CHANGED
RESERVATZON CONCERNING FUTURE ZNTEREST - SEE REVERSF
APPRAZSEB VALUE OF RETURN BASED ON: ORZGTNAL RETURN
1. Real Estate (Schedule A) (1) 70~690. OiO NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) . O0 crodAt to your account,
3. Closely Hold Stock/PartnorshAp Zntorost (Schedule C) (3) . OiO submAt tho upper portAon
4. Hortgagos/Notos RoceAvable (Schedule D) (4) . O0 of thAs form wAth your
S. Cash/Bank Deposits/Nisc. Personal Property (Schedule E) (5) 20; 140. OiO tax payment.
6. Jointly Owned Property (Schedule F) (6) . OiO
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 90,850.00
APPROVED BEDUCTZONS AND EXEHPTZONS:
9. Funeral Expenses/Adc. Costs/NAsc. Expenses (Schedule H) (9) 15,565.15
10. Debts/Hortgage Liabilities/Liens (Schedule z) (10) .00
11. Total Deductions (11}
12. Net Value of Tax Return (12) 77,464.85
13. Char/table/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13} . O0
lq. Net Value of Estate Subject to Tax (lq) 77,464.85
NOTE: Zf an assessment ~as /ssued previously, lines 14, 15 and/or 16, 17, 18 and 19 ~ill
reflect figures that include the total of ALL returns assessed to date.
ASSESSHENT OF TAX:
15. Amount of LAne lq at Spouse1 rate (15) 76,564.85 X O0 = .00
16. Amount of LAne 1~ taxab/e at Lineal/Class A rate (16) 900. O0 X 045 =
17. Amount of Line Zfi at Sibling rate (17) .00 X 11 = .00
18. Amount of LAne lfi taxable at Collateral/Class B rate (18) . O0 X 15 = . O0
19. Principal Tax Due
TAX CREBZTS: (19)= 40.05
PAYHENT ] R~CEZPT D/$COUNT (+)
BATE / NUNBER ~NTEREST/PEN PA/D (-) AHOUNT PAID
09-12-200~ CDO05ZZZ 2.76- 45.10
TOTAL TAX CREDZT i 40.54
BALANCE OF TAX BUEI .51CRi
ZNTI~REST AND PEN-I .00
TOTAL BUE J .51CRI
~ ZF PAZD AFTER DATE /NDZCATED, SEE REVERSE ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS REQUZRED.
FOR CALCULATZON OF ADDZTZONAL ZNTEREST. ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR), YOU HAY BE DUF.~
A REFUND. SEE REVERSE SZDE OF THZS FORH FOR ZNSTRUCTZONS.
RESERVATION: Estates of decedents dying on or before December ZZ, lgBZ -- 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 Commonaaalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the laaful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 25 of 2000. (72 P.S.
Section 9140).
PAYHENT: Detach the top portion of this Notice and submit with your payment to the Register of gills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF NZLLSj AGENT
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Raturnj may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS15). Applications are available at the Office
of the Register of Hills, any of tho 25 Revenue District Offices, or by calling the special 24-hour
ansuering service for farms ordering: 1-800-$6Z-2050; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-5020 (TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object aithin sixty [60) days of receipt of
this Notice by:
--aritten protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADHIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in ariting to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17126-0601
Phone (717) 787-650S. See page S of the booklet "Instructions for Inheritance Tax Return for a Res[dent
Decadent" (REV-IS01) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three (5) calendar months after the decedent's death, a five percent (5Z) discount of
the tax paid is allowed.
PENALTY: The leg tax amnesty non-participation penalty is computed on the total of the tax end interest assessed, and not
paid before January lB, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquencyj ar nine (93 months and one (l) day from the date of
death, to the date of payment. Taxes ehich became doIinquent before January 1, 1982 bear interest at the rate of
six (62) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 mill bear interest at a rate which will vary from calendar year to calendar year eith that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOO3 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Yea.~r Rate Factor
1982 ZOZ .000548 1987 9Z .000247 1999 72 .000192
1983 162 .000438 1988-1991 llZ .000301 ZOOO 8Z .OOOZi9
1984 IiX .000301 1992 92 .000247 ZOOl 9Z .000247
1985 13Z .OOO3S6 1993-1994 72 .OOOlgZ ZOOZ 62 .000164
1986 lOX .000274 1995-1998 92 .000247 2003 SZ .000137
--interest is calculated as folloes:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY /NTEREST FACTOR
--Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (1S) days
beyond the date of the assessment. If payment is made after the interest computation date sheen on the
Notice, additional interest must be calculated.
Cumberland County - Register of Wills
Hanover and High Streets
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 8/03/2004
DONALD E EDMONDSON
RE: Estate of EDMONDSON J THERESA
File Number: 2001-00883
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 AMMENDMENTS 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 will become delinquent on: 09/06/2004
Your prompt attention to this matter will be appreciated.
Thank you.
Sincerely,
GLENDA FARNER STRASBS~UGH
REGISTER OF WILLS
cc: File
Personal Representative (s)
Counsel
Judge
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: J. Theresa Edmondson
Date of Death: September 6, 2001
Will No.: 21-01-0883
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:
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:
C. Did the personal representative state an account informally to the parties in
interest? Yes No X
D. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
c° attached t° this rep°rt'
Datei _ .
....... Linus. E. Fenicle, Esquire
.... ~: :ii Reager & Adler, P.C.
;?~ ~'.~.~ ;~:: ~ 2331 M~ket Street
~ ' D~ Crop Hill, PA 17011
(717) 763-1383
Counsel for Personal Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
INHERITANCE TAX
:)C("'''nr-,,"" STATEMEN;T OF ACCOUNT
, , , " Ihl J,-(1 lFFir>.,-
- . '.' "h~sj ~ !../: c "
REV-1607 EX AFP (03-05)
2007 JUN 29 PM ,: 2~
THERESA M ROBERTS~p~LEryK;?F
241 BOBCAT RD CUM8r6tt~f"~~URT
CARLISLE PA 11013' ,0 PA
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-18-2007
EDMONDSON
09-06-2001
21 01-0883
CUMBERLAND
01153785
J
T
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insu~e p~ope~ c~edit to you~ account, submit the uppe~ po~tion of this fo~m with you~ tax payment.
CUT ALONG THIS LINE
---------------------------------------------------------------------------
-+
RETAIN LOWER PORTION FOR YOUR RECORDS
+-
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF EDMONDSON
J
T FILE NO. 21 01-0883
ACN 01153785 DATE 06-18-2007
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-07-2002
PRINCIPAL TAX DUE: 13.22
PAYMENTS (TAX CREDITS):
INT
AT
REV
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
.
EREST IS CHARGED THROUGH 07-03-2007 TOTAL TAX CREDIT .00
THE RATES APPLICABLE AS OUTLINED ON THE
ERSE SIDE OF THIS FORM.* BALANCE OF TAX DUE 13.22
INTEREST AND PEN. 3.76
* IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 16.98
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 MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
Cj