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Home My WebLink About01-0555 Estate of also known as Betty J. Russell PETITION FOR PROBATE and GRANT OF LETTERS N< 21-01- ~s..S5 To Register of Wills for the County of Cumberland in the Commonwealth of Pennsy lvania Social Security No. 198-22-8967 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older and the executors in the last will of the above decedent, dated June 16, 1993 and codicil(s) dated named (state relevenat cIrcumstances, e.g. renuncIatIOn, death 0 executor, etc.) Decedent was domiciled at death in Cumberland her last family or principal residence at County, Pennsylvania, with 2 West High Street, Apt. 303 Carlisle, PA 17013 Carlisle Borough (list street, number and municipality) Decedent, then 75 years of age, died at 2 West High Street, Apt. 303 Carlisle, PA 0.00 Except as 01 ows, decedent dId not marry, was not dIvorced and i not ave a ChI om or a opted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: No Exceptions June 5, 2001 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: None $ $ $ $ 5,000.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters TESTAMENTARY (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) thereon. \ v\J. ~~ <e tt~ -S ~71 Clarence Smith P. O. Box 30, Main Street York, Springs, P A 17372 OATH O}' PERSONAL REPRSENTATIVE COMMONWEA TLH OF PENNSYL VANIA COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing peition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed N. <:!~u l.t-e-;_~....-p-~ before me this 12TH day of Clarence Smith June, 2001 I Dorothy L. Erford (l'yrtLrv{ ij C/~l;bu€) ( lto -- ;>QL, -- -2 No. 21 - 01 - 555 Estate of Betty J. Russell , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW JUNE 13 2001, 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_ June 16, 1993 described therein be admitted to probate and filed of record as the last will of Betty J. Russell and Letters Testamentary W are hereby granted to Dorothy L. Erford and Clarence Smith LnfG~. ~jl~~Aj(JmU Register of Wills MARY CLEWIS FEES $ 25.00 $ 3.00 $ $ Total $ 33.00 Filed......... .~V ~ ~..l ~.~.. .?9.9.}.... Probate, Letters, Etc. Short Certificates(1 ) Renunciation JCP 5.00 Robert G. Frey 46397 ATTORNEY (Sup. Ct. J.D. No.) 5 South Hanover Street Carlisle, Pennsylvania 17013 ADDRESS (717) 243-5838 PHONE Called attorney on 6-13-01 r LAST WILL AND TEST AMENT OF BETTY J. RUSSELL I, BETIY J. RUSSELL, unmarried, of 2 West Penn Street, Apartment 303, in the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executors to pay all of my just debts and funeral expenses as soon after my death as may be found convenient to do so. I direct that my funeral services be conducted by the Ewing Brothers Funeral Home, 630 South Hanover Street, Carlisle, Pennsylvania, in accordance with the prepaid arrangements I have made there, and that my body be interred on my burial lot located in the Zion Hill Cemetery near the Borough of Newburg in Cumberland County, Pennsylvania. 2. I give and bequeath all of my clothing, jewelry and articles of personal use and adornment to my sister, Dorothy L. Erford, of 27 Regency Woods North, Carlisle, Pennsylvania 17013. 3. I give and bequeath whatever automobile I may own at the time of my death, my large television, microwave oven, any amount in my checking account and my personal residence to my brother, Clarence W. Smith, of Box 159, York Springs, Pennsylvania 17372. 4. I give and bequeath all of my remaining household goods and furnishings in equal shares to my sister, Dorothy L. Erford, and my brother, Clarence W. Smith. 5. All of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to my brother, Clarence W. Smith, his heirs and assigns, of Box 159, York Springs, Pennsylvania 17372. 6. I hereby nominate, constitute and appoint my said sister, Dorothy L. Erford, and my f:aid brother, Clarence \V. Smith, or either of them, as Executors of this my Last Will and Testament, and I further direct that neither of them shall be required to post any bond to secure the faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, written on one (1) page, this 16th day of June, 1993. k.JJ~ ,f--02 AA-/M~LZ Betty J. Is V (SEAL) Signed, sealed, published and declared by BETTY J. RUSSELL, the Testatrix above-named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. }/E'~ 1. ..." "I- P~;!~ 21 - 01 - 555 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS --------------------------------- Robert M. Frey (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that they were present and saw Betty J. Russell, the testatrix, sign the same and that they signed as a witness at the request of testatrix in her presence and (in the Sworn to or affirmed and subscribed before me this 12TH presence of each other) (in the presence of the other subscribing witness(es)). ~-ht. .~ Ro~rt M. Frey I ? ( ('; '. II . 'tj(J..1.~{)(./.J 5 South Hanover Street, Carlisle, PA 17013 REGISTER OF WILLS OF CUMBERLAND COUNTY OA TH OF NONSUBSCRIBING WITNESS --------------------------------- Robert G. Frey and Mary C. Wert (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that they are familiar with the signature of Krista King, (one of the subscribing witnesses to) the will presented herewith and that each believes the signature on the will is in the handwriting of Krista King to the best of our knowledge and belief. ~d~ Robert G. Frey 5 South Hanover Street, Carlisle, P A 17013 E CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Betty J. Russell Date of Death: June 5, 2001 Will No. Admin.No. 21-01-0555 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: August 1, 2001 Name Address Dorothy L Erford Clarence Smith 27 Regency Woods North, Carlisle, PA 17013 PO Box 30, Main Street, York Springs, PA 17372 Notice has now been given to all persons entitled thereto under Rule 5.6)a) except NO EXCEPTIONS Date: August 1, 2001 Name: Robert G. Frey Address: 5 South Hanover Street Carlisle P A 17013 Capacity:_ Personal Representative --X Counsel for personal representative I/Q 217 REV-1500 EX (6~OO) COMMONWEALTH OF REV-1 500 \ I. OFFICIAL USE ON~~ PENNSYLVANIA ;V">/" DEPARTMENT OF REVENUE INHERITANCE TAX RETYRN DEPT 280601 FILE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT. 2 1 - 0 1 0 5 5 5 COUNTY CODE Y>A' NUMBER DECEDENT'S NAME (LAET, FIRST, AND MIDDLE INITIAL) , SOCIAL SECURITY NUMBER ... Bettv J Russell 198-22-8967 z DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DO-YEAR) w THIS RETURN MUST BE FILED IN DUPLICATE WITH THE Cl W 6/5/2001 6/7/1925 REGISTER OF WILLS lrl (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Cl w [8] " QriginalReturn 02 Supplemental Return 03 Remainder Retum (dete of death pfiorto 12-13-82) ~ '" ~ ~ 04 04a 05 ~ '" Limited Estate Future Interest Compromise (date of death after 12-12-82) Federal Estate Tax Return Required U ~ U W 0 0 [8]6 0 " ~ ~ 0 u & m Decedent Died Testate (Attach copy of Will) 7, Decedent Maintained a Living Trust (Attach copy of Trust) 8, Total Number of Safe Deposit Boxes << 09 010 011 Litigation Proceeds Received SpousaIPov..rtyCrad~(dat..ofdeathbetween 12-31_91 and 1-1-95) Election to tax under Sec. 9113(A) (AlIach Sch 0) ... i~!lI~!,~:!'i\:#WMij$'l1:ij!ji~~iillij~~Rii!i!~:~g~~gll~tii!l~ii!m:gH~~!l.l!i!illijfl1iih1:~Millil!l.~f!I'ii!illfl,llilllll1!~!!!!ilg!!!!!!!I!il1lill~i'l1i1lijii!imi: z NAME w COMPLETE MAILING ADDRESS Cl Robert G, Frev 5 South Hanover Street z ~ FIRM NAME (If Applicable) Carlisle, Pennsylvania 17013 1I) w Frev & Tilev '" '" TELEPHONE NUMBER 0 U 717-243-5838 OFFICIAL USE ONLY " Real Estate (Schedule A) (1) NONE 2, Stocks and Bonds (Schedule B) (2) NONE 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) NONE 4. Mortgages & Notes Receivable (Schedule D) (4) NONE 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 2,732 6. Jointly Owned Property (Schedule F) (6) NONE z D Separate BiUing Requested 0 >= 7. .- S Inter-Vivos Transfer & Miscellaneous Non-Probate Property :I (Schedule G or L) (7) NONE ... 0: TOTAL GROSS ASSETS (total Lines 1-7) (8) 2,732 < 8, lrl 1,812 '" 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10, Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 10) 198 11. TOTAL DEDUCTIONS (total Lines 9 & 10) (11) 2,010 12, NET VALUE OF ESTATE (Line 8 minus Une 11) (12) 722 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (13) 0 14, Net Value Subject to Tax (Line 12 minus Line 13) (14) 722 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate ,or transfers under Sec.9116 (aX1.2) x ,0 - (15) 0 Z 0 >= 16. Amount of Line 14 taxable at lineal rate x ,0 (16) D < - ... :I l1- 17, Amount of Line 14 taxable at sibling rate 722 ,12 (17) 87 ::E x 0 U X 18. Amount of Line 14 taxable at collateral rate x .15 (18) 0 < ... 19, Tax Due (19) 87 200 'i!lill_iIll_.~I_]jjf[i.il.!lI.._'j!'i'l!j . ".>,,>aa-:SURE!TQ!I%N$WeR':A~l!ii.(tllili;$miQlI!siQl\I!a~f;~$gi!$Itle:Ii1J~:j:!f;!ll'!t:i~~i:M~1!~!~:H~ii '"",Y\+\\:::,''''' iiii:;;;>:)ii'''' 217 Betty J Russell 198-22-8967 Decedent's Comolete Address: STREET ADDRESS 2 West Penn Street, ADartment 303 CITY I~TATE I~IP Carlisle PA 17013 Tax Payments and Credits: ,. 2. Tax Due (Page 1 Line 19) Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 87 Total Credits (A + B + C ) (2) o 3. Interest/Penalty jf applicable D.lnterest E. Penalty 4. TotallnterestlPenaJty ( 0 + 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 (3) o 5. (4) (5) (5A) (56) AGENT If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. o 87 87 Make Check to: REGISTER OF PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS ,. Did decedent make a transfer and: 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; Yes o o o o o o c. retain a reversionary interest; or 2. d. receive the promise for life of either payments, benefits or care? If death occurred after December 12,1 982,did decedent transfer property within one year of death without receiving adequate consideration? Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 3. 4. Did decedent own an Individual Retirement Account, annuity or other non-probate property which o [8] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. contains a beneficiary designation? No [8] [8] [8] [8] [8] [8] '~fiV r ~ DATE Janua ENTATIVE DATE 171113 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. Section 9116 (a)(1.1){i)]. .2IIIlIII:l! 1/28/2002 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. Section 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 chiid is 0%[72 P.S, Section 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. Section 9116(1.2) [72 P.S, Section 9116(a)(1)]. The tax rale imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. Section 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, AT REV-1508 EX + (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Betty J Russell SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21-01-0555 Include the proC88d~ of Inigotion and the dale 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. 2. 3. 4. 5. 6. DESCRIPTION Allfirst Bank account no. 0010257209, see statement attached Nationwide Insurance Refund Comcast Cable Refund Beautiful Images Refund 1988 Chevrolet Corsica sedan, 15145 miles, see Kelley Blue Book statement attached Miscellaneous household belongings VALUE AT DATE OF DEATH 1,804 13 25 15 625 250 TOTAL (Also enter on line 5 Recaoitulation $ (If more space IS needed, Insert additional sheets of the same size) 2,732 AT REV-1511 EX + (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Betly J Russell 21-01-0555 Debts of decedent must e reDorted on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Dorothy L. Erford/Clarence W. Smith Social Security Number(s) I EIN Number of Personal Representative(s) SlreelAddress 27 Regency Woods North/P. O. Box 30 City CarlislelYork Springs State PA Zip 17013/17372 Year(s) Commission Paid: 2002 1,000 2. Attorney Fees 750 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 33 5. Accountant's Fees included wi attorney fe 6. Tax Return Preparer's Fees included wi attorney fe 1. Transfer fees for automobile 29 TOTAL {Also enter on line 9, Recaoitulationll $ 1812 b (If more space is needed, insert additional sheets of the same size) AT REV-1512 EX + (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Belly J Russell SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-01-0555 Include unreimbursed medical exnenses. ITEM NUMBER 1. 2. 3. DESCRIPTION AMOUNT Checks clearing after date of death Final utility bill to PPL Final utility bill to Sprint 132 37 29 TOTAL (Also enter on line 10 Recaeitul.tion' $ (If more space is needed, Insert additional sheets of the same size) 198 217 REV.1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX. RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER Bettv J Russell 21-01-0555 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSONIS\ 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. Dorothy L. Erford 27 Regency Woods North Carlisle, Pennsylvania 17013 Sister see will attached 2. Clarence W. Smith P. O. Box 30, Main Street York Spings, PA 17372 Brother see will attached ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 AS APPROPRIATE ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. 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"""lCi' '" ::T ::T.... CD CD < X Ql'O -CD " n CD'" -<.... 00 "'0 3~ to'"""'T'l ::rO ","" " ... <' III It " III ~ < !!!. c CD CD Ql X '0" CD Vl n CD ....0- erQ ..., ..., ~ :E CD ::r -' CD ;;; '" :E-g ::r"" CD n :J ::r Ql Vl Vl CD -. =~ -Eft :J en <0 I\) (,II € iD '< CD " CIl CD o o "" c: rn CIl Q. (") .. ..., < !!!. c CIl rn ~ - N '" - o N ~ .. .... ..... "C s: iii allflrst Allfirst Financial Center N.A. P: O. Box 900 Miilsboro, DE 19966 July 18, 2001 Robert G. Frey, Esquire Attorneys At Law 5 South Hanover Street Carlisle, PA 17013 RE: Estate of Betty J. Russell Date of Death: June 5, 2001 Social Security Number: 1':18-:.12-8967 Dear Mr. Frey: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. Account Type........................... Golden Age Checking Account Account Number....................... 0010257209 Ownership (Names of}.............. Betty J. Russell Opening Date.......................... .12/03/92 Balance on Date of Death....... ..$1,803.87 Accrued Interest $ 0.00 Total................. ......... ......... ....$1,803.87 TIlls letter does not include any accounts in which the deceased. may have been listed as power of attorney, custodian of uniform transfers, representative payee, or trustee under a written trust agreement. For any additional information on these accounts, please contact our branch at: 2 West High Street Carlisle, PA 17013 Phone: (717) 240-6703 Sincerely, . U;ft.brw ;)fi/uu~v Charlene Warrington, Associate I (302) 934-2722 LAST WILL AND TEST AMENT OF BETTY J. RUSSELL . I, BETTY J. RUSSELL, unmarried, of 2 West Penn Street, Apartment 303, in the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all WilIs by me at any time heretofore made. 1. I direct my hereinafter named Executors to pay all of my just debts and funeral expenses as soon after my death as may be found convenient to do SQ. I direct that my funeral services be conducted by the Ewing Brothers Funeral Home, 630 South Hanover Street, Carlisle, Pennsylvania, in accordance with the prepaid arrangements I have made there, and that my body be interred on my burial lot located in the Zion Hill Cemetery near the Borough of Newburg in Cumberland County. Pennsylvania. 2. I give and bequeath all of my clothing. jewelry and articles of personal use and adornment to my sister, Dorothy L. Erford, of 27 Regency Woods North, Carlisle, Pennsylvania 17013. 3. I give and bequeath whatever automobile I may own at the time of my death, my large television, microwave oven, any amount in my checking account and my personal residence to my brother. Clarence W. Smith, of Box 159, York Springs, Pennsylvania 17372. 4. I give and bequeath aU of my remaining household goods and furnishings in equal shares to my sister, Dorothy L. Elford, and my brother, Clarence W. Smith. 5. All of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situa.te, I give, devise and bequeath to my brother, Clarence W. Smith, his heirs and assigns, of Box 159, York Springs, Pe~nsylvania 17372. 6. I hereby nominate, constitute and appoint my.said sister, Dorothy L. Erford, and my said brother, Clarence W. Smith, or either of them, as Executors of this my Last Will and Testamen~ and I further direct that neither of them shall be required to post any bond to secure the faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. . . IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, written on one (I) page, this 16th day of June, 1993. fJ/~ ,}-P AAAALPjl~ Betty I. s (SEAL) Signed, sealed, published and declared by BETTY J. RUSSELL, the Testatrix above-named, ~s and for her Last Will and Testament, in our presence, who, in her presence, at her request, and In the presence of each other, have hereunto subscribed our names as attesting witnesses. K~1.. 11, ;fT~ km1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX( 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 002074 FREY ROBERT G 5 S HANOVER STREET CARLISLE, PA 17013 uh____ fold ACN ASSESSMENT CONTROL NUMBER AMOUNT ESTATE INFORMATION: SSN: 198-22-8967 FILE NUMBER: 2101-0555 DECEDENT NAME: RUSSELL BETTY J DATE OF PAYMENT: 01/23/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 06/05/2001 101 I $87.00 I I I I I I I I TOTAL AMOUNT PAID: $87.00 REMARKS: ROBERT G FREY ESQ CHECK# 3525 SEAL INITIALS: JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS \ / b -6.4,3 b-'-3 v BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ROBERT G FREY FREY 8 TILEY 5 S HANOVER ST CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-17-2003 RUSSELL 06-05-2001 21 01-0555 CUMBERLAND 101 * REV-1547 EX AFP lDl-O!l BETTY J [ Allount Relli Hed PA17013 3 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS __ iiEY=i54rEiO\FiQiiY:03riiiiTiCiriin-NHEii-ifAiji:"e-TAinPiiiiAYSEirE:iir:-"ALliiiiANcE-or---------------_ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF RUSSELL BETTV J FILE NO. 21 01-0555 ACN 101 DATE 03-17-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED } CHANGED 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 D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets U} (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 2.732.00 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) UO} 1,812.00 198.00 (ll) U2} U3} U4} NOTE: I~ an assessment was issued previously, lines re~lect ~igures that inclUde the total o~ ALL ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (IS) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS' NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax payment. 2,732.00 2.010 00 722.00 .00 722.00 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. . l+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (_) 01-23-2003 CD002074 .00 87.00 BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-24-2003 TOTAL TAX CREDIT 87.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. 4.57 TOTAL DUE 4.57 .OOXOO= .00 X 045 = 722.00 X 12 = .00 X 15 = U9}= · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 .00 87.00 .00 87.00 ( 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.) """.,,..' ,...... .. ......... ",.. .. .c ....c. ,......c ." ..., -- ,. .., ""C. ,...c..' .. ... ...... ,. ".....c... ,. ,......'00 .c ..'",.... .. "... , "."...,.., .....','.,i.. .. ... ,....... ....c ... .."".,.. .. .., ...... ..c ".. .c .., '''''' ... "'".....,.. ..,oO, ",,""" "..ca.. ... c'''' .. "'",.. '"' ...... .c....., ,...c,..... ,.... at the lawful Class B (collateral) rate on anY such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z3 of ZOOO. (7Z P.S. Section 9140). '....h ... .., ..,.,.. .. 1h" ....,. .., ....,. .i" ,.., ....... .. 1h. ...,..., .. "". ,c.."" .. ... ,,"',.. .i". --Make check or 1I0ney order payable to: REGISTER OF MILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by cOllpleting an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-13l3). APplications are available at the Office of the Register of Wills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour answering service for forlls ordering: l_800-36Z-Z050j services for taxpayers with special hearing and I or speaking needs: 1-800-447-30Z0 (TT only). Any party in interest not satisfied with the appraisellent, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: __.".... ,,,.... .. ... ,. ,.,.,..... .. ....."", ...', .. .....,., ,.... """, .."i""'" ,. ",,.-,.,,, D' --election to have the lIatter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-060l phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of adllinistrativelY correctable errors. If any tax due is paid within three (3) calendar 1I0nths after the decedent's death, a five percent (5Z) discount of the tax paid is allowed. The 15Z tax amnesty non-participation penalty is cOIIPuted on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax allnesty period. This non_participation ,...,,, .. .".....,. ,. ... .... ....., .., i. ... 1h. .... .,.. ,.c'" ., ,." ..." ."... ... ... ""' ,...,... that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) daY from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent per annuli calculated at a dailY rate of .000164. All taxes which became delinquent on and after January 1, 198Z will bear interest at a rate which will varY froll calendar year to calendar year with that rate announced bY the PA Department of Revenue. The applicable interest rates for 198Z through Z003 are: Interest OailY Interest DailY Interest Rate Factor Year Rate Factor Year Rate - - - - - - DailY Factor - PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Year 198Z ZOZ .000548 1987 9Z .000Z47 1999 7Z .00019Z 1983 16Z .000438 1988-1991 llZ .000301 ZOOO 8Z .000Z19 1984 llZ .000301 199Z 9Z .000Z47 ZOOl 9Z .000Z47 1985 l3Z .000356 1993-1994 7Z .00019Z ZOOZ 6Z .000164 1986 10Z .000Z74 1995-1998 9Z .000Z47 Z003 5Z .000137 --Interest is calculated as followS: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest cOllputation date shown on the Notice, additional interest must be calculated. t .. \.....; ,. , ~i) cr. " II 0()J( STATUS REPORT UNDER RULE 6.12 (; eft?.:J: (( v >'5 eI( 5 z. Do ( I Name of Decedent: ,.- Date of Death: .-J v ~ Will No.: 2 I - () I - S- sS-- Admin. 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 0 No ~ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 5;/f~h-L ~ /, 2.o~,,3 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 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ~... J rLf. Date: &\ tSf COO J Signature -.::r ::::r C"""\ 0..... Name 5 c~<-> ~ Cv-r~,<,,\-(' Address \ ~f.e7 \-to....ll'(}V 4J' 5 I. fr't \ IOU (Lv ~~\ G--. U"\ - 7/'7 - 2 '13,_. 5%'s~ Telephone No. ?;c :E: .D ,Q .:..,. s:: Z;=: ~.."... ..." ',.) 0 Capacity: 0 Personal Representative ~ Counsel for personal representative C"""\ P . Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 5/07/2003 SMITH CLARENCE W POBOX 30 MAIN STREET YORK SPRINGS, PA 17372 RE: Estate of RUSSELL BETTY J File Number: 2001-00555 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 will become delinquent on: 6/05/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, DONNA M. OTTO DEPUTY REGISTER OF WILLS cc: JF i 1 e Counsel Judge JRD/June 30, 1992/17858 JUL t 2004 In Re: Estate of Betty J. Russell Late of Carlisle Borough Estate No.: 2001-555 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 21-Betty J. Russell NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: Dorothy L. Erford Counsel for Personal Representative: Robert G. Frey, Esquire Date of Decedent's Death: 06/05/01 Date of Delinquency Notice: 07/14/04 The undersigned, Glenda Famer-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 the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its 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 the Orphans' Court on April 30, 2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, 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 counsel for the delinquent personal representative. Date: 07/14/04 Distribution: da Farner Strasbaugh Clerk of the Orphans' Court P/ersonal Representative{ ~''\ -/Counsel for Personal Representative ~/ VEstate File A hearing is scheduled for at in Courtroom No. 3. If the Status Report is filed prior to the hearing date, the hearing will automatically be cancelled. ~g ~,~ ,,~ h~ Geo~e ~ Ho~er, ~.J. ~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: ~/~ e~ ~-~ '~-. Date of Death: ~'""'~' %-I 7,_oo i Will No.: 2, I - o t - S-s-- s- Admin. 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 w._~ether administration of the estate is complete: Yes 'J2~, 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 re,_~resentative file a final account with the Court? Yes _ No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal r~esentative state an account informallY to the parties in interest? Yes [2~ No ~ Date: Co Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this rmaort Name Address Telephone No. Capacity: , ~Personal Representative ~ounsel for personal representative