HomeMy WebLinkAbout03-0033PETITION FOR PROBATE and GRANT OF LETTERS
F~mte of ANNA M. KLINE No.
abo known ~. To:
Social Security No.
Deceased.
I 83-! 8-7881
Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who 4s/are 18 years of age or older an the e~L~Q~er so na 1
in the last will of the above decedent, dated Ma rah I 5
and codicil(s) dated
in the
Represe~ives
,19 94
Patrick E. Kline has renounced his appointment
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cunlberland County, Pennsylvania, with
er last family or principal residence at 71 5 ~q~ond Street New Cumberland,
(list street, number and muncipality)
Decendent, then 82 years of age, died November 5 t 2002 ,19 ,
at. Messiah Village: Upper Al~n Township, Cumberland County
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 adjudicated
incompetent:
Decendent 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: 715 ggcon,q
P,lmha~l =n~] Pa,,n~-,, Penn_~y!vania
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.)
theron.
~o
;'7070
I
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF O...x~--~,- ~ c~_~, c.~. f
The petitioner(s) above-named s~vear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this i t~TM day of
ANNA M. KLINE
Estate of , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
~ ,
· AND NOW ,.\i-~J~O.L~ I :~ : ~)-_00_:~ jt~' , m co~iderafion of me ~on on
· e reverse side hereof, sa~ow proof hav~g b~n pr~ent~ ~fore me,
IT IS DEC~ED ~at the ~ment(s) ~ted
d~c~b~ therein be a~tt~ to probate ~d ~ of r~ord ~ ~e l~t ~ of
~d Letters
~e hereby ~t~ to
Probate, Letters, Etc ..........
Short Certificates( ) ..........
Renunciation ................
TOTAL
Filed .. ! r.i. ,~..-':e% ...................
t'"
~?' - ~--rro~a, mY (s-p. ct. LD. ~o.)
3117 ~PPs~n~u~ Svreet
Camp J~ll, PA 17011
(7~ v) ~-58oo
Register of Wills of CUMBERLAND County, Pennsylvania
RENUNCIATION
Anna M. Kline
Estate of
also known as
, Deceased
No. ,~
The undersigned, Patrick E. Kline, co-Executor
(Relationship) (Capacity)
the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that
tetlers be issued lo
Roseann Nebinger and Timothy A. Kline
WITNESS hand this ,~.-~ day of November , 2 O 0 2
(Signature)
21772 O'Toole Drive'
Haser stownr Maryland
(Address)
2174~
(Signature)
(Address)
(Signalure)
Sworn to or alfirmed and subscribed
before me this ,~+~1 day
Notary~Public
My Commission Expires: 7-/-0~
(Signature and ,eal of ~ ~ o~ offidal
~fl~ ~ ~m~ls~ ~. ~ date
Fo~-m #RW-4
I:)rep~'ed by Ihe Penn~,lvanie Bar A~odet~o~ IcJgf
(Address)
CATHY M. VAUGHN
NOTARY PUBLIC STATE OF MARYLAND
My Commission Expires ~el,]e~l~a~
NOTE: Renunciations executed outside Ihs Office of Register of Wills
In some counties are required to be notarized.
LAST WILL AND TESTAMENT
OF
ANNA M. KLINE
I, ANNA M. KLINE, a resident of 715 Second Street, Borough of
New Cumberland, Cumberland County, Pennsylvania, 17070, being of
sound and disposing mind, memory and understanding, do hereby make,
publish and declare this to be my Last Will and Testament, hereby
revoking all other Wills and Codicils previously made by me.
ITEM I: I direct the payment of all my just debts,
expenses of my last illness, funeral expenses, perpetual care of
my burial lot, suitable marker for my grave and the costs of
administrating my estate from my estate as soon after my death as
conveniently may be done.
ITEM II: I give and bequeath to ROSEANN NEBINGER, my
daughter, all my personal apparel and jewelry.
ITEM III: I give, devise and bequeath all of the rest,
residue and remainder of my estate, real, personal or mixed,
tangible or intangible, of every nature and wheresoever situate,
together with all insurance policies thereon, equally unto my three
(3) children, namely, ROSEANN NEBINGER, PATRICK E. KLINE and
TIMOTHY A. KLINE, absolutely, share and share alike, with the share
of any deceased child to go equally to his or her children then
living, per stirpes not per capita, and if not survived by
children, then equally to my surviving children.
ITEM IV: I direct that any and all taxes that may be
assessed in consequence of my death, including all Inheritance,
Estate and Transfer Taxes imposed upon my estate passing under my
Will or otherwise, shall be paid out of the principal of my
residuary estate as a part of the expense of the administration of
my estate.
ITEM V: I authorize and empower my personal
representative and/or said Trustee representative to compromise,
adjust, release and discharge in such manner as my personal
representative may deem proper, all debts and claims owed by or to
me or my Estate; to sell, lease or exchange at public or private
sale or in such manner, at such prices, and upon such terms of
credit oL otherwise, as my personal representative or said Trustee
may deem proper, all or any part of my property, real or personal;
to execute, acknowledge and deliver instruments of conveyance,
including deeds in fee simple; to borrow money for the purpose of
paying estate, inheritance or other taxes which are required to be
paid and to secure any such loan by pledge or mortgage of all or
any part of my property and to execute the necessary instruments
to carry out such powers; to distribute my estate in kind or partly
in money or partly in kind, and to determine the fair value at
which any property so distributed in kind shall be received by the
distributees; to conduct any business in which I have an interest
at the time of my decease, for such period as my personal
representative may deem proper, power to borrow money and pledge
assets of the business and the power to do all other acts that I,
in my lifetime could have done, to delegate such power to any
partner, manager or employee without liability for any loss
occurring therein and to organize a corporation to carry on said
business as capital to such corporation and accept stock in the
corporation in lieu thereof and hold such stock for the uses of
this my Will, and to vote said stock or sell the same as to my
personal representative may seem best; to retain all stocks,
assets, bonds and investments owned by me without being confined
to what is known as legal investments; to execute any options to
purchase, to apply for stocks, bonds or other investments, to
purchase or otherwise acquire real estate and to execute the same
powers thereover as hereinbefore provided, to retain indefinitely
any part of my assets, real or personal, which is or may become
unproductive or to make sale thereof; to pay carrying charges and
expenses of the property out of other principal or income of my
estate; to invest and reinvest in all forms of property without
restriction to investments authorized for Pennsylvania fiduciaries,
as they deem proper, without regard to the principle of
diversification or risk; to exercise any law-given option to treat
administrative expenses either as income tax or as estate tax
deductions, without regard to whether the expenses were paid from
principal or income. The powers herein conferred shall be to my
named personal representative and said Trustee and all successors
thereto and shall be in addition and not in limitation of other
powers conferred on said fiduciaries.
ITEM VI: Any and all payment or payments of any sum or
sums, whether in cash or in kind and whether for principal or
income, payable to any beneficiary shall be made upon the sole
receipt of the respective beneficiary to whom the payment is made,
and free from anticipation, alienation, assignment, attachment, and
pledge and free from control by the creditors of any such
beneficiary. All shares of principal and income hereby given shall
be free from anticipation, assignment, pledge or obligation of the
beneficiaries and any of them and shall not be subject to any
execution or attachment, levy or sequestration or other claims of
the creditors of said beneficiaries or any of them.
I?EM VII: I nominate, constitute and appoint my said
three (3) children, ROSEANN NEBINGER, PATRICK E. KLINE and TIMOTHY
A. KLINE, or the survivor of them, to be the sole Co-Executors of
this my Last Will and Testament, to serve without bond.
IN WITNESS WHEREOF, I, ANNA M. KLINE, have, to this my Last
Will and Testament, set my hand and seal this /~7~f day of
/~C,4 , 1994.
ANNA M. KLINE
(SEAL)
Signed, sealed, published and declared by ANNA M. KLINE, the
above-named Testatrix, on the I~t ~, day of ~~ ,
1994, as and for her Last Will and Testament in the presence of
us, who, in her presence and in the presence of each other have,
at her request, subscribed our names as witnesses hereto.
Nan~e - ~'
COMMONWEALTH OF PENNSYLVANIA )
) SS:
COUNTY OF )
We, the undersigned, the Testatrix and the witnesses,
respectively, whose names are signed to the foregoing instrument,
being first duly sworn and qualified according to law, do hereby
declare to the undersigned authority that we were present and saw
the Testatrix sign and execute the instrument as her Will, and that
she had signed willingly and that she executed it as her free and
voluntary act for the purposes therein expressed, and that each of
the witnesses, in the presence and hearing of the Testatrix, signed
the Will as witnesses and that to the best of their knowledge the
Testatrix was at that time eighteen (18) years of age or older, of
sound mind and under no constraint or undue influence; and I, the
said Testatrix, do hereby acknowledge that I signed and executed
the instrument as my Last Will and Testament, that I signed it
willingly, and that I signed it as my free and voluntary act for
the purposes therein expressed.
//7 Testatrix
[ · . Wftness~
Sworn to and subsc~r~i~bed ~efore me this
~ day of /~;~ , 1994.
NOTARY PUbLiC
/ ~.~,.~.~ I
THE
LAST WILL AND TESTAMENT
OF
ANNA M. KLINE
DATED:
ROBERT E. MYERS
ATTORNEY AT LAW
10~ YORK ROAD
NEW CUM~EP. LAND, PA 17070
774-3153
Register of Wills and Clerk of the Orphans' Court
Hanover and High Streets
Carlisle, PA 17013
Re: Estate of Anna M. Kline
#21-2003-0033
Enclosed please find a check in the amount of $23,150. as prepaymem of the Pennsylvania
inheritance tax for the above referenced estate.
Thank you.
Timothy A. Kline, co-Personal Representative
enclosure
cc: Scott M. Dinner, Esquire
danuary 27, 2003
S~.OTT ~. DINNER
ESQUIRE
31 17 CHESTNUT STREET
CAMP' HILL, PA lTOI
Register of Wills
Cumberland County
Hanover & High Streets
Carlisle, PA 17013
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
CD
REV-1162 EX(11-96)
00212O
DINNER SCOTT M ESQ
3117 CHESTNUT STREET
CAMP HILL, PA 17011
........ fold
ESTATE INFORMATION: SSN: 183-18-7881
FILE NUMBER: 2103- 0033
DECEDENT NAME: KLINE ANNA M
DATE OF PAYMENT: 02/03/2003
POSTMARK DATE: 01/31/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 1 1/05/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $23,150.00
REMARKS:
SCOTT M DINNER ESQ
TOTAL AMOUNT PAID:
$23,150.00
SEAL
CHECK//0091
INITIALS: JA
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
Name of Decedent:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Anna M. Kline
Date of Death:
11 ~05~2002
Will No. 200 3 - 0 0 03 3 Admin. No.
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 11 /26/200 2 -
Name Address
Patrick E. Kline 21712 O'Toole Dr. Hagerstown, MD 21742
Timothy A. Kline 3224 No. 2nd St. Harrisburg, PA 17110
Roseann Nebinger 317 11th Street New Cumberland, PA
1-1070
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
4/25/2003
Capacity: __
Name
Address
$1.1 ? ~estnut St.~
Telephone ( 71 Y] 7 61 - 5 80 0
Personal Representative
xx Counsel for personal representatives
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
21 03 00033
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Kline, Anna M 183-18-7881
z DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) ~ RETURN MU~T B~ FILED IN DUPLICATE ~ THE
.o, 11/05/2002 10/05/1920 REGISTER OF WILLS
Q IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INmAL) SOCIAL SECURITY NUMBER
[] 1. Original Return []
[] n. timitedEstate []
[] 6. Decedent Died Testate (Atta~ copy []
of Will)
[] 9. Litigation Proceeds Received []
~AME
Scott M. Dinner
:IRM NAME (if applicable)
Law Office of Scott M. Dinner
tELEPHONE NUMBER
717/761-5800
[] 3. Remainder Ratum (date of deam prior t~ 12-13-82)
2.
Supplemental
Return
4a. Future Interest Compromise (date of dee~ [] 5. Federal Estate Tax Return Required
after 12-12-8~)
7. Decedent Maintained a Living Trust (Attach 0 8. Total Number of Safe Deposit Bo~es
copy of Trust)
10. Spousal Poverty Credit (date of (lea~ between [] 11. Election to tax under Sec. 9113(A) (Attach SCh O)
COMPLETE MAILING ADDRESS
3117 Chestnut Street
Camp Hill, PA 17011
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
102,500.00
None
None
None
314,579.36
129,001.64
None
11,878.61
3,430.00
3. Closely Held Corporation, Partnemhip or Sote-Propriatorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Pemonal Property (5)
(Schedule E)
6. Jointly Owned Properbj (Schedule F) (6)
[] Separate Billing Requested
7. Inter-V'~os Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (tota~ Unes 1-7)
9. Funeral F_xpe~ses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Uabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Une 8 minus Une 11)
13. Charitable and GovernmerCtal Bequests/Sec 9113 Trusts for which an election to tax has not bean
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus line 13)
OFFICIAL USE ONLY
(8) ~
~46,081.00
(11)
15,308.61
530,772.39
530,772.39
(12)
(13)
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Une 14 taxable at the spousal tax rate, x .00
or transfers under Sec. 9116(a)(1.2)
16. Amount of Une 14 taxable at lineal rate x .045
17. Amount of Line 14 taxable at sibling rate x .12
18. Amount of Une 14 taxable at collateral rate x .15
19. Tax Due
530,772.39
(15)
(16)
(17)
(18)
(19)
23,884.76
23,884.76
Copyright 2000 form software only The Lackner Group, Inc. Form REV-IS00 EX (Rev. 64)0)
Decedent's Complete Address:
' I .STREET ADDRESS
I
CITY
STATE PA
715 Second Street
New Cumberland
Tax Payments and Credits:
1. Tax Due (Page I Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Interest/Penalty if applicable D. Interest
E. Penalty
23,150.00
1,194.24
17070
(1)
Total Credits (A + B + C) (2)
Total Interest/Penalty (D + E) (3)
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page t Line 20 to request a refund
If Line I + 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 + 5A. This is the BALANCE DUE.
23,884.76
24,344.24
0.00
459.48
0.00
(4)
(5)
(SA)
(5B)
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 prope~y transferred or its inc,~me; .........................................
c. retain a reversionary interest; or .....................................................................................................................
d. receive the promise for life of either payments, benef~s or care? .................................................................. [] []
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 Indi~:lual R~rement Account, annuity, or other non-pmb~e propaty which
co nsaben d ign on? ........................................................................................................................ [] []
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 pa~u~, I declare that I have examined this tatum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is tree, correct and complete.
Declaration of preparer other than the pamonal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE
Timo~ Kline
6 C_,L JUL [ 8 ?.003
SIGNATURE OF PERSO~ RESPONSIBLE FOR FILING RETURN
SIGNAT0-RE'OE~REI~ARER OTHER mAN REP~SENTAn~
3224 North Second Street
Harrisburg, PA 17110
ADDRESS DATE
317 llth Street JUL 2 0 2.003
New Cumberland, PA 17070
ADDRESS DATE
JUL 1 7 1..003
3117 Chestnut Street
Camp Hill, PA 17011
For dates of death on or after July 1, 1994. end before Januery 1, 1995, thetaxrate imposed on the net valueof transfem toor 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 sun~ing spouse is 0%
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not ex~rtpt a transfer to a sun~iving spouse from tax, and the statutory requirernents for disclesum
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 twanty-one yeas of age or younger at death to or for the use of a natural
parent, an adopth~ 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%, excel~ 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 bkxid or adoption.
COMMOf4AF.~L1H OF PEI4qSYLVAMA
IN*~SRITAM:~ TAX RETL,t~
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
Kline, Anna M 21 - 03 - 00033
a~ll ,re~..I prope .r~y own ,~1. solely or as '.a .tpnant in c...qmm, on must be .m..ported at fa!.r m.arket value. Fair m.arket value is defined as the price
wnicn.p, ro. peny. would .o.e. excn. ang .ed. oe. tw_een .a wiuing puye. r.a.no, a.w.illi~.'.g seller, ne!th.er o.e!n.g .compelled to ouy or se,, both having
reasonaoe Knoweoge oT me mevant ;acts. ~[eal property wmcn m jo,nay-owned wire ngnz or survivomhlp must be disclosed on
schedule F.
ITEM
NUMBER
!
DESCRIPTION VALUE AT DATE
OF DEATH
102,500.00
appraised value of personal residence located at 715 Second Street, New Cumberland, Cumberland County,
Pennsylvania [ see attachment #1 ]
TOTAL (Also enter on Une 1, Recapitulation)
102,~00.00
UNIFORM RESIDENTIAL APPRAISAL REPORT F.. No. S212003
pro.ny Aadress 715 Second Street CW New Cumberland S~ate PA Zio Code 17070
LegalDescription De~ed Book 119; Page 220 Cou_n~ Cumberland
Assessor*s Parcel No, 25-25-0006-155 Tax Year 2002 R.Ei Taxes $ 1,651.00 SPe~a~ Assess,~e.ts $ NoneKno
Sorrower N/A Current Owner Anna M. Kline Occupant Owner Tenanl X Vacanl
~Properly rights appraised X Fee Simple Leasehold Proiect Type PUD Condominium IHUD/VA only) HOA.~ N/A ,Mo_
Neighborhood o~ Project Name New Cumbedand Boro _ Map Reference ADC's 21 B-5 Census Tract 3240-108
Safe Price $N/A Date ot Sa~e N/A Description and $ amount of loan charge-aJconcessions to be pa~d by seller N/A
Lender/ClientEstate of Anna M. Kline Address715 Se(;ond Street; New Cumberland, PA 17070
Ap~aiser Mic~h{~el Henniqan Address400 Beacon Hill Road New Cumberland, PA 17070
Location X Urban Suburban Rural ' PredominantSingle family housing Presen! land use % Land use change
Marketincjtime Unde~3mos X 3-6mos. .over6mos. 'vac..~t{ove~a%) 100-110 55-65 VcntLnd 10
Neighborhood boundaries and characl, edstics: The subject property is bounded to the N_orth by Third_Street; Rt. 114 to the South;
Susquehanna River to the East and Rt. 83 to.the West
This New Cuimberland Boro.neighbo[hood.is _con3prised p_ri.m_ arily of properties reflecting similar quality, maintenance,
design, appeal and marketab[lity to.th~ ~ub. jeqt.pr_o, ped~y..~vailabjlity for t_h{s Deighborhood. of public serv cos combined
with average access to e-mploy~len_tL_s_h_oppin_g._schoPl~ and_ w~orshjp giv_e_$..i[_a_ s_im_ilar appeal to the _marke~t as other
nearb, y neighborhoods. No u_n_fa_vorable ~fsc~t_Qrs .were.~bse~e_d .which.__Wo_u_ld_ .adversely afl_act _marketability.
There are no foreseeable economic trends which might ~nificanfly influer!~e market condilions in this area. The current
mQrtgage market offers a wide v_adety of conventional_ 10aP~..with competitive interest rates. As a result, the terms of
financing have little, if any, impact on sale pd_ces. If interest_rates remain reasonable, property values and marketability
should be stal~le.
iProject Information for PUDs (If applicable) -- Is ~ developer/builder in control of the Home Owlets Association (HOA)? Yes No
Dimensions 56' x 140' X 56' X 140' ..... Topography Street Level
Site area .18 Acres Co~ler LotYes ~ No S~ze Typical for Area
Gas X Curb/gueer Concrete . X .~opa;ent easements Typical Utility Easements
Sanitar) sewer X Street lights Mercury Vapor ~(' FEMA Zone C Map Date 2/16177
Storm sewer X_ Alley Asphall FEMA MaD NO 420366 B
GENERAL DESCRIPTION EXTERIOR DESCRIPTIOi~ FOUNDATION ISASEMENT
No of Units t Foundation Conc BJock Slab No Area Sq Ft 960
No of Stories 1 .~ Exterio~ Walls Stone ~ Crawl Space No 1% Finished 70
Type (DetJAtt) DetachedRoof SurfaceComp Shing~ Basement Full I Ceiling Accoustic
Design (Style) 1.5 Story Gutters & Dwnspls. Aluminum ! Sump Pump NO } Walls Panel
Existing/Proposed ExistingWindow Type Double Hun ! Damcmess None EvidentJ I=ioo~ Carpet
Age (Yrs) 75 Storm/Screens Both ~ Settlement None Evident Outside Entry NO
Effective A~ IYrs,) 25 Manufactured House NO / nfestatio~ None Ev dent
ROOMS Foyer Living Dining .Kitchen
Basement I 0.50 x
Level 1 I I iI - 1 0.50
Level 2 ..... 2 1.00
Fin,shed a~ea above ~lrade contains: ~ Rooms; 3 Bedroom{s); 1.50 Bathls); 1 ,§Q0
INTERIORMatcdats/Conditiou HEATING KITCHEN EQUIP.' ATTIC AMENITIES
Floo~s Cpt/HW/Vinyl/Avg Type Ht WtrRefrigerator X; None X Fireplace(s) # 1
Walls Plaster/Avg Fuel Oil Range/Oven X Stairs Palio
Trim/Finish Wood/Average Conditio~Average DisposalDrop Stair Deck
Bain Floo~Vinyl/Average COOL~NG Oishwasher Scuttle Porch Covered
Ba~h Wainscot Ceramic tile/Avg Central Ctd Air Fan/Hood Floor Fence
Doors Wood/Avg Other Nor)e Mio-owave Heated
tNSULATION
Root
Ceiling Aver X
Wails Aver X
Floor Aver X
None
Unknown
Den . Famil~ Rm: Rec. Rm.. Bedrooms. # ~aths Laundry . O~er A~ea Sq. FL
96O
96O
64O
CAR STORAGE
X None
Garage 2 #or ca~s
Affached
X Detached . 2
Carp~l
CooditiorAveraqe WasherlDr'/~ Finished Driveway(
Additio~al features {special energy elflcient items, etc.): Fireplace in Living Room; 24' x 20' Detached Garage; Stone exterior;
ICondilion Of the improvements, depreciation (physical. functional, and external), repairs needed, auahly of constructor1, remodehng/add~t~ons, etc The subject~
is in average condilion on both the interior and exterior. The subject has a standard floor plan and amenities. No I
evidence of functional or economic obsolescense was observed. ~
immediate vicinity of the subject prope~ty.No adverse environmental conditons were observed at the time of inspection. '
Freddie Mac Form ?06-93
Fannie Mae Form 1004 (6-93)
ATTACHMENT
Ivlicha,~ Henniga~ ;q:;praisals
UNIFORM RESIDENTIAL APPRAISAL REPORT
.~,0~ ~m~S ~ Cost Ap~ (su~
, ~{te va~ue, ~m f~ ~ 3
: . The Ma~h~'.~.[ S~(~t Cp~
~- ~!d ~ com~n~ ~he c~t ao~ro~ch utii;z:r,g
47.~i0"ave) age~ quaPkA
77,352
~.~ E~ Rem ~: Urn: ~ _.}~5 ..........
7~5 S~'c~d S~t 801 Ro~n~ Ave~e ~4 Sec~d S[reet 805 Fif~ Stme[
.... -. ' , ~ ~: C,,m~r,d Ne~ C,,,nb~r~'~ : New Cumberland
c~ IJ~an~ve~g~.LU~PfSve(~; ' U~an~6v~ra~: ~,
Fee :Simae
·12.Asres
Recde,~t:al/Avef.
: 2 Story/~Xe~ege
~- 1,5,30~ 8ncklA;er~(;le ,
4~
.... Ayerage
FU:I ~asemeat
+2,00~ FWNCt; ~r
· 2,03~ S~orm Windcws,
Average
P~. pa~ oe~, C~vered por~ C0v~'~ Pc~h ~ Wood Oeck
¢an~, ~:, elc. AveragQ : ~Bge i Averts .
sames are cons*tiered average ipdi.~Eto?~ of ;:al.4~A~.( w~ighia¢.~[[~ ~r ~he fineL~qncJiiation. Due to
numOe~ of sinl;!ar ~:e~ }~ the subj~t.o~h~o~ c~ps v?e~ se,e:sJed (ro~ a wider ra0ge [,nd,:.or cider if, an id~l.
cons,dared (r~.~ best a~'Q;)abta fro:zk~[j~mes ind;~_~L8 ~nd S~
N/A
~nsidered o.qiy the~e items tPA:.we~e p~m~!;~j]U~.a;t~hed to ~f,e prope~tA ~s
F~', ~i¢n: The mad~et a~2roS~. ~.D~ ~sl aD¢.F~Cb .tOt ~)ia [ype of propeJy.~no the one rcr wbicb I:~e mos~
I ~E] E0~V~TE T~E M~KET VA~UE, ~ OEF~, ~ T~ REN. PR~I~ ~T I~ ~E SCBJEC~ ~.TNI$ RE~MT, A3 OF December
(Y~IIC~ I$ THE DATE OF IN$I~C TlO~ll~Ilil. Ili, l,,liCtlw,- U~lll ~.~ TNIS lil,OfOI TO ei~ II 102,5'0.0
cam ~i S:~ e~n:,~.~,. 2032 ~ R~ s~
~S~ U~Se ~ ~lu Or $ta~ Li~ e
9."1 D,o t',~t j
COIdMOf~/~cALTH OF PE)I~SYLVAMA
I I~I'ERITN, ICE TAX ~
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Kline, Anna M 21 - 03 - 00033
Inclu.de the. Droce~.s. of I[t. iga.tion a.nd the .date. t.he.Droceeds were received by the estate. All property jointly-owned with the right of
survlvorsnlp must ~e alSClOSe¢l on scneuule i-.
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
1 85,957.89
Fulton Bank certificate of deposit acct. # 522-0065994 [see attachment #2];
includes $34.47 of accrued interest.
Citizens Bank certificate of deposit acct. # 00145226 [see attachmem #3];
includes $15.73 of accrued interest.
Commerce Ba~rlarrisburg certificate of deposit acct. # 9713 [see attachment ~4]
includes $466.90 of accrued interest
PNC Bank certificate of deposit acct. # 21001016403 [see attachment #5]
includes $63.14 of accrued interest
1979 Cadillac Sedan DeVille vin# 6D69599159311 [average of high and average retail prices per NADA
appraisal guide]
personal property
TOTAL (Aisc enter on Line 5, Recapitulation)
64,213.94
69,964.86
85,805.17
4,787.50
3,850.00
314,579.36
People dedicated to your success,-
P.O. BOX 1189 + HARRISBURG, PA 17108
June 20,2003
Scott M. Dinner, Esquire
3117 Chestnut Street , ~ ~,,% %q
Camp Hill,' Pa 17011 ~,,~,A~,- ~ ~',
.... . _ '
Regarding your leae~out Mrs. ~ine accosts here at Fulton B~, ~e
bal~ce as of Noy~er 20~ for the CC~ficate of deposit ~522-0065994
was $85,923.42 M~ ~ interest check ~,was mailed out 11/28/02 for
$133.65. ~e ce~ificate was redeemed3/64/03 ~ the mo~t of $85,934.64.
~is accost was ~der no other name and Mrs. ~ine has no other accosts
here at Fulton Bank.
If you have any questions regarding this or I can be of further help please
call me at 255-7674.
Sincerely,
Customer Service Representative
West Shore Office
ATTACHMENT #2
CITIZENS BANK
525 William Penn Place
Suite 153-2510
Pittsburgh, PA 15219
June 26,2003
SCOTT M. DINNER, ESQUIRE
3117 CHESTNUT STREET
CAMP HILL, PA 17011
Estate of ANNA KLINE
Date of Death: Nov 05, 2002
SSN: 183-18-7881
Dear Sir/Madam:
In accordance with your request, the attached information sheet has been provided in the above decedent's
name as of his/her date of death.
For IL or LC accounts, contact our Loan Department at 1-800-708-680. For all other inquiries, please
call 412.867.2373.
Sincerely,
Robert Roos
Operations Services
ATTACHMENT # 3
CITIZENS BANK
Account Number 6140697468
Account Title ANNA KLINE
Date Opened 04/14/1995
Account Type Time Deposits
Principal Balance as of DOD $64198.21
Interest from Last Posting to DOD $15.73
Account Balance as of DOD $64213.94
YTD Interest to DOD $1193.39
Commerce
Bank.
July 10, 2003
Scott M Dinner, Esquire
3117 Chestnut St
Camp Hill, PA 17011
RE:
Estate of: Anna M Kline
Social Security #: 183-18-7881
Date of Death: November 5, 2002
Dear Sir/Madam:
In reference to the letter regarding the above mentioned
Estate, we would like to inform you of the information that
we have researched and found.
Type: Time Deposit
Account #: 9713
Date Opened: 12/29/94
Date Closed: 1/29/03
Primary Owner: Anna M Kline
Date of Death Balance: $69,964.86
Accrued Interest: $466.90
Principal Balance: $69,497.96
If there are any questions or additional information that
is needed, please feel free to contact me at (717) 795-7118
ext. 3151.
Sincerely,
CIF Team Leader
ATTACHMENT #4 ---
Commerce Bank / Harrisburg, N.A.
P.O. Box 8599
100 Senate Avenue
Camp Hill, Pennsylvania 17001-8599
PNCBAN(
June 27, 2003
Scott M Dinner
Attorney at Law
3117 Chestnut St
Camp Hill, PA 17011
SCl>
RE:
Estate of Anna M Kline (Deceased)
$SN: ! 83-1 g.-7881
DOD: I 1-05-2002
D~r Mr. Dirmer:
In response to your request for Date of Death balances for the customer noted
above, our records show the tbllowing:
Certlfleat~ of Deposit
Aceount~21001016403 Established 01-05-1995
ANNA M KLINE
DOD balance: $85,742.03 + $63.14 accrued interest
Please note that thi~ office only provides date of death balances for deposit
accounts (IRAs, CDs, Checking and Savings accounts). We do not process any
financial transactions or prox4de staternems. If you need assistance with any of
these items, please call 1-88g-PNC-BANK (1-888-762-2265) or stop by >'our local
PNC Bank branch office.
Sincerely,
Erica L Schlegel
PNC Decedent Reporting
Firstside Center
500 First Ave, 4' F1 CIF
Pittsburgh PA 15219-3128
1-800.-762-1775
Member FDIC
Pago 2 of 2
TOTAL P, 01
---ATTACHMENT #5
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
Kline, Anna M 21 - 03 - 00033
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 Timothy A. Kline Son
B Roseann Nebinger
C Patrick E. Kline
3224 North Second Street
Harrisburg, PA 17110
317 11 th Street
New Cumberland, PA 17070
21712 O'Toole Drive
Hagerstown, MD 21742
Daughter
Son
JOINTLY OWNED PROPERTY:
DESCRIPTION OF PROPERTY
ITEM LETTER DATE % OF DATE OF DEATH
NUMBER FOR JOINT MADE Include nane of finarmial institution and bank account number or DATE OF DEATH DECD'S VALUEOF
TENANT JOINT similar identifying number. Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENTS INTERES~I
1 A 01/29/1997 Waypoint Bank ckg. account # 8903000133 [per 6,955.92 50% 3,477.96
information notice]
2 A 02/22/1991 Waypoint Bank ckg. account # 700016944 [per 9,741.21! 50% 4,870.61
' information notice]
I
3 A 02/02/1997 Waypoint Bank cd acct. # 18,645.66 50% 9,322.83
8955306886 [per information notice]
4 A, B, C 06/19/1995 Ferris Baker & Watts brokerage acct. # 48149569 [see 445,320.96 25% 111,330.24
attachment #6]
TOTAL (Also enter on line 6, Recapitulation) 129,001.64
COMMONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. LBO601
HARRISBURG, PA 17128-0601
REV-15q3 EX AFP COg-O0)
ZNFORHATZON NOTZCE
AND
TAXPAYER RESPONSE
FZLE NO. 21 03-0035
ACN 05107318
DATE 03-10-2003
TIMOTHY A KLINE
322q N 2ND ST
HBG PA 17110
EST. OF ANNA M KLINE
S.S. NO. 183-18-7881
DATE OF DEATH 11-05-2002
COUNTY CUMBERLAND
TYPE OF ACCOUNT
[]SAVINGS
[] CHECKZN(
[] TRUST
[] CERTTF o
REMTT PAYHENT AND FORHS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE· PA 17013
NAYPOINT BANK has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If you feel this information is incorrect, please obtain mritten correction from the financial institution, attach a copy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of Pennsylvania. Questions may be answered by calling (717) 787-8327.
COMPLETE PART ! BELOW x x x SEE REVERSE SZDE FOR F~LZNG AND PAYMENT ZNSTRUCTZONS
Account No. 8903000133 Date 01-29-1997
Established
Account Balance 6 · 955.92
Percent TaxabLe X 5 0.0 0 0
Amount SubSect to Tax 3, q77.96
Tax Rate X . 15
PotentiaI Tax Due 521.69
To insure proper credit to your account, two
(Z) copies of this notice must accompany your
payment to the Register of Nills. Hake check
payable to: "Register of Wills, Agent".
NOTE: If tax payments are made within three
(3) months of the dacedent's date of death,
you cay deduct a SZ discount of the tax due.
Any inheritance tax due will become delinquent
nine (9) months after the date of death.
PART TAXPAYER RESPONSE
A. [] The above information and tax due is correct.
1. You may choose to remit payment ta the Register of Wills wlth two copies of this notice to obtain
CHECK a discount or avoid interest, or you may check box "A" and return this notice to the Register of
ONE ~ .ills and an official assessment .i1! be issued by the PA Department of Revenue.
BLOCK ] B. [] The above asset has been er will be reported and tax paid .ith the Pennsylvania Inheritance Tax return
ONLY to be filed by the decedent's representative.
C. [] The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART [] and/or PART [] below.
PART ~. Zf you /nd/cate a different tax rate· please state your relationship to decedent:
RETURN - CONPUTATZON OF TAX ON JOZNT/TRUST ACCOUNTS
TAX
LTNE
1. Date Established
2. Account Balance
$. Percent Taxable
~. Amount Subject to Tax
S. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
PART
DATE PAID
DEBTS AND DEDUCTZONS CLAZMED
PAYEE DESCRIPTION AMOUNT PAID
TOTAL (Enter on Line $ of Tax Computation)
Under penalties of perSury· I dec/are that the facts T have reported above are true· correct and
complete to ~he best of my knowledge and belief. HOME ( )
WORK ( )
TAXPAYER SIGNATURE TELEPHONE NUMBER DATE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-ZS&5 EX AFP (09-00)
ZNFORNATZON NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21 03-0035
ACN 03107316
DATE 03-10-2003
TIMOTHY A KLINE
322q N 2ND ST
HBG PA 17110
EST. OF ANNA M KLINE
S.S. NO. 183-18-7881
DATE OF DEATH 11-05-2002
COUNTY CUMBERLAND
TYPE OF ACCOUNT
[] SAVINGS
[] CHECKTNG
[] TRUST
[] CERTTF.
REHTT PAYHENT AND FORHS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
#AYPOZNT BANK has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If you feel this information is incorrect, please obtain eritten correction from the financial institution, attach a copy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of Pennsylvania. Questions may be answered by calling (717) 787-&3Z7.
COMPLETE PART ! BELOW ~ ~ ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 7000169qq Date 02-22-1991
Established
Account Balance 9,7ql.21
Percent Taxable X 50.000
Amount Subject to Tax q,870.61
Tax Rate X .15
Potential Tax Due 730.59
To insure proper credit to your account, two
CZ) copies of this notice lust accompany your
payment to the Rag[star of Nills. Make check
payable to: "Register of Wills, Agent".
NOTE: If tax payments are made within three
(3) months of the decedent's date of death,
you may deduct a 52 discount of the tax due.
Any inheritance tax due will become delinquent
nine (9) months after the date of death.
PART TAXPAYER RESPONSE
CHECK
ONE
BLOCK
ONLY
PART
TAX
LTNE
A. [] The above information and tax due is correct.
Z. You may choose to remit payment to the Register of Wills with t,o copies of this notice to obtain
a discount or avoid interest, or you may check box "A" and return this notice to the Register of
Wills and an official assessment ,ill be issued by the PA Department of Revenue.
B. [] The above asset has been or ,ill be reported and tax paid with the Pennsylvania Inheritance Tax return
to be filed by the decedent's representative.
C. [] The above information is incorrect and/or debts end deductions were paid by you.
You must complete PART [] and/or PART [] below.
If you indicate a different tax rate, please state your
relationship to decedent:
RETURN - COMPUTATION OF TAX ON dOZNT/TRUST ACCOUNTS
1. Date Established
2. Account Balance 2
3. Percent Taxable 3 X
q. Amount Subject to Tax
$. Debts and Deductions
6. Amount Taxable 6
7. Tax Rate 7
8. Tax Due 8
PART
DATE PAID
DEBTS AND DEDUCTZONS CLAIMED
PAYEE DESCRIPTION
AMOUNT PAID
TOTAL (Enter on Line S of Tax Computation)
Under penalties of perjury, Z declare that the facts T have reported above are true, correct and
complete to the best of my knowZedge and belief. HOME ( )
WORK ( )
TAXPAYER SIGNATURE TELEPHONE NUMBER DATE
COMMONi4EALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-lSq5 EX AFP (09-00)
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
TIMOTHY KLINE
522q N 2ND ST
HBG PA 17110
FILE NO. 21 05-0055
ACN 05107515
DATE 05-10-2005
TYPE OF ACCOUNT
EST. OF ANNA M KLINE [] SAVTNSS
S.S. NO. 185-18-7881 [] CHECKINE
DATE OF DEATH 11-05-2002 [] TRUST
COUNTY CUMBER LAND [] CERTIF.
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
#AYPOINT BANK has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy
to this fer~ and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of Pennsylvania. Questions may be answered by calling (7173 787-83Z7.
COMPLETE PART ! BELOW ~ ~ ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 8955506886 Date 02-02-1997
Established
Account Balance 18,6q5.66
Percent Taxable X 50.000
Amount Subject to Tax 9,522.85
Tax Rate X .15
Potential Tax Due 1,598.q2
To insure proper credit to your account, two
(Z) copies of this notice must accompany your
payment to the Register of #ills. Hake check
payable to: "Register of Wills, Agent".
NOTE: If tax payments are mede within three
($) months of the decedent's date of death,
you may deduct a SZ discount of the tax due.
Any inheritance tax due wil! become delinquent
nine [9) months after the date of death.
PART TAXPAYER RESPONSE
CHECK
ONE
BLOCK
ONLY
A. [] The above information and tax due is correct.
1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or you may check box "A" and return this notice to the Register of
Wills and an official assessment will be issued by the PA Department of Revenue.
B. [] The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
to be filed by the decedent's representative.
C. [] The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART [] and/or PART [] below.
PART If you indicate a different tax rate, please state your
[] relationship to decedent:
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Bate Established I
2. Account Balance 2
3. Percent Taxable 3 ~
q. Amount Subject to Tax q
$. Debts and D~ductions S
6. Amount Taxable 6
7. Tax Rate 7 ~
8. Tax Due 8
PART
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCRIPTION AMOUNT PAID
TOTAL (Enter on Line S of Tax Computation)
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete to the best of my knowZedge and bezier. HOME (
WORK ( )
TAXPAYER SIGNATURE TELEPHONE NUMBER DATE
ESTATE EVALUATION OF dT ACGOUNT fOR
Ann& Klino ~ ~
DATE OF DEATH: t1/08/02 \~ '
PREPARED: 11108/02
NO.
Pff/CE PER TOTAL
25% VALUE_
t~,~ Duke Ene~ ~. ~ ~K ~1~ S6,~
3ll.~ Fulton FtM~ ~ ~ff~ ~T IL~ 82~.7~ ~,~0t
~,2~0 Tm~ ~ ~ A ~f~ T~A 14.06~0 S3Sl.~
~.o~ w,~ ~ 02114~03 wT ~.62~ 621.~o.~ ~,30~6o00
TOTAL ~U~IE$ ~s,~,~o
A ~NT TOTAL ~5,~2o.~o
JOHN R, HERSHEY fll ,
SENIOR VIC~ PRESIDENT ',
***PLTTA~F- NOT~, THE INFORMAl*tON HEREIN HAS BF. EN OBTAINED FROM SOURCES BELEtVED TO BE RELiABL.E
9UT I~ NOT OUAI~NTEED t3Y U8 AS 1'O ACCUI~OY OR AUTHF_NI'iCtTV, , ,::
TOTAL_ P. ~2
ATTACHMENT # 6
ESTATE OF
Kline, Anna M
SCHB3ULE H
~EXPENSES&
FILE NUMBER
21 - 03 - 00033
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
Ao
DESCRIPTION
FUNERAL EXPENSES:
Musselman Funeral Home, Inc.
Lemoyne, Pennsylvania
Gate of Heaven Cemetery
Mechanicsburg, Pennsylvania
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) / EIN Number of Pemonal Reprasentati~=(s):
Stree~ Address
City State Zip
Year(s) Commission paid
Attorney's Fees Scott M. Dinner, Esq.
Family ~ion: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Stre~ Address
City Stae
Relationship of Claimant to Decedent
Prebate Fees Cumberland County Register of Wills
Accountant's Fees
Tax Re~um Preparer's Fees
Other Adrninistrath~ Casts
estate notices - Cumberland Law Journal/The Sentinel
appraisal of real estate paid to: Michael Hennigan Appraisals -
New Cumberland, Pennsylvania
Total of Continuation Schedule(s)
TOTAL (Also enter on line 9, Recapitulation)
AMOUNT
7,381.50
875.00
1,800.00
400.00
194.21
275.00
952.90
11,878.61
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Schedub H
ESTATE OF FILE NUMBER
Kline, AnnaM 21 03 - 00033
utilities (sewer, water, phone, oil & electric) for three (3) months
house maintenance costs for three (3) months (primarily snow removal) paid to: D J Maintenance
- Harrisburg, Pennsylvania
384.82
568.08
Page 2 of Schedule H
COIdMOI&NEALTH OF PEM~SYLVAMA
REelDEN~ DEC~DENT
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
Kline, Anna M
21 - 03 - 00033
Include unmimbumed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1
2
3
real estate taxes - West Shore School District
skilled nursing care - Messiah Village [net of Itc insurance reimbursement]
prescriptions/medical supplies - Pharmerica
TOTAL (Also enter on Line 10, Recapitulation)
1,177.77
1,703.61
548.62
3,430.00
REV-1513 EX+ (900) ~
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Kline, Anna M 21 - 03 - 00033
RELATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE
[. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 Roseann Nebinger Daughter one-third of residue
317 11 th Street plus personal property
New Cumberland, PA 17070
2 Patrick E. Kline Son one third of residue
21712 O'Toole Drive
Hagerstown, MD 21742
3 Timothy A. Kline Son one-third of residue
3224 North Second Street
Harrisburg, PA 17110
Enter do#ar amounts for distributions shown abo~ on linas 15 throuoh 18, as appropriate, on R~v 1,500 eo~r sheet
II. .O.-Tt0~LE D~Sm~SUT~OnS:
n. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR ~ICH AN ELECTION TO TAX IS NOT
BEING MADE ·
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NOI~TAXABLE DISTRIBUTIONS ON MNE 13 OF REV-1500 COVER SHEET
100 Y02i~.
IF T~I$ WiLL IS EEPLAC~3 BY A N~EW
LAST WILL AND TESTAMENT
OF
ANNAM. KLINE
I, ANNAM. KLINE, a re~£dent of 715 Second Street, Borough of
New Cumberland, Cumberland County, Pennsylvania, 17070, being of
soun~ and disposin9 mind, memory and understanding, do hereby make,
publish and declare this to Be my Last Will and Testament, hereby
revoking all other wills an~ Codicils previously made by me.
~TZ~t I: I direct the payment of all my just debts,
expenses of my last illness, funeral expenses, perpetual care of
my burial lot, suitable marker for my grave a~d the costs of
a4ministrating my estate from my estate as soon after my death as
conveniently may be done.
ITeM IX: I give and bequeath to R0S~ANN NEBINGER, my
daughter, all my personal apparel and jewelry.
Z1~gl~ III: I give, devise and bequeath'a~l of the rest,
residue and remainder of my estate, real, personal or mixed,
tangible or intangible, of every nature and wheresoever situate,
together with all insurance policies thereon, equall~ unto my three
(3) children, namely, ROSEANN NEBINGER, PATRICK E. KLIN~ and
TIMOTHY A. KLINE, absolutely, share and share alike, with the share
of any deceased child to go equally to hi~ or her children then
living, per stirpes not per capita, add if not survived by
children, then equally to my surviving children.
ix8 :d 8~SI91:01 : WO~.4 d6£ :i0 ~O~-9~-AON
ITI~ 1~/= I direct that any and all taxes that may be
assessed in consequence of my death, including all Inheritance,
Estate and Transfer Taxes imposed upon my estaCe passing under my
Will or otherwise, shall be paid out of the principal of my
res£duary estate as a part of the expense o~ the administration of
iTEM Vt ! authorize and empower my personal
representative and/or said Trustee representative ~o compromise,
adjust, release and d£scharg~ in such manner as my personal
reprusentative may deem ~roper, all debts and claims owed by or to
me or my Estate; tO sell, lease or exchange a~ public or private
sake or in such manner, at such prices, an~ upon such terms of
credit o= otherwise, as my personal representative or sai~ Trustee
may deem proper, all or any part of my property, real or personal:
to execute, acknowledge and deliver instruments of conveyance,
including deeds in fee simpl~ to borrow money for the purpose of
paying estate, inheriCance or o~her taxes which ar= required to be
paid and to secure any such loan by pledge or mortgage of all or
any part of my property and to execute the necessary ins=ruments
to carry out such po~ers; tO ~is~ribute my estate in kind or partly
in money or partly in kind, and to determine the fair value at
which any property so distributed in kin~ shall be receives by the
distr£butee~ to conduct any business in which I have an interest
at the time of my decease, for such period as my personal
representative may deem proper, power to borrow money and p~eage
assets of the business and the power to do all other acts that I,
in my lifetime could have done, to delegate such power to any
l / £: d 808S 19i: Ol : WO~.~ d6£: AO 8008- 9~ - AON
partner, manager or employee without liability for any loss
occurring therein and to organize a corporation to carry on said
business as capital to such corporation and accept ~tOCk in the
aorporation in lieu thereof and hold such stock for the uses of
this my Willr and to vote said stock or sell the same as to my
personal representative may seem best~ to retain all stocks,
assets, bonds and investments owned by me without being confined
to what is known as legal investments; to execute any options to
purchase, to apply for stouks, bonds or other investments, to
purchase or otherwise acquire real estate and to execute the same
powers thereover as hereinbefore provided, =o re~ain indefinitely
any part of my assets, real or personal, which is or may become
unproductive or to make sale thereof; to pay carrying charges and
expenses of the property ~ut of other principal or income o~ my
estate; to invest and reinvest in all forms of property without
restriction to investments authorized for Pennsylvania fiduciaries,
as ~hey deem proper, without regard to the principle of
diversification or risk; to exercise any law-given option to treat
administrative expenses either as income tax or as estate tax
deductions, without regard to whether the expenses were paid from
principal or income. The powers herein conferred shall be to my
named personal representative and said Trustee and all successors
thereto and shall be in addition and not in limitation of other
powers conferred on said fiduciaries.
L~b :c~ 80~I9,L :01 :MO~_-I c~ :£0
ITEN VI: Any and all payment or payments of any sum or
sums, whether in cash or in kind and whether for principal or
income, payable to any beneficiary shall be made upon the sole
receipt of the respective beneficiary to whom the payment is made,
and fre~ from anticipation, alienation, assignment, attaohment, and
pledge and free from control by the creditors of any such
beneficiary. All shares of pr£ncipal and i~come hereby given shall
be free from anticipation, assignment, pledge or obligation of the
beneficiaries and any of them and shall not be subject to any
execution or attachment, levy or sequestration or other clalms of
the creditors of said beneficiaries or any of them.
ITeM VII: I nominate, constitute and appoint my said
three (3} children, ROSEANN NEBING~R, PATRICK ~. KLINE and TIMOTHY
A. KLINE, or the survivor of them, to be the sole Co-Executors of
this my Last Will an~ Testament, to serve without bonfl.
IN WITNRSS ~F, I, ANNA M. KLINE, have, to this my Last
Will and T~stamen=, set my hand and seal this /%~}~ day of
ANNA ~. KLINE
(SEAL)
Signed, sealed, published an~ declared by ANNA M, KL~NE, the
above-named Testatrix, on the ~g T h day of ~__~.~ .__ ,
1994, as and for her Last Will and Testament in the pre~ence of
us, who, in her presence arid in the presence of each othe= have,
at her request, subscribed our names
l ~ 9: ~ 800S ] 9t: Ol : WO~A ~ ] b: 10 ~00~- 9 ] - AON
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF '~
We, the undersigned,
SS:
the Testatrix
and the witnesses,
respectively, whose names are signed to the foregoing instrument,
being first duly sworn and qualified according to law, do hereby
declare to the undersigned authority that we were present and saw
the Testatrix sign and execute the instrument as her Will, and that
she had signed willingly and that she executed it as her free and
voluntary act for the purposes therein expressed, and that each of
the witnesses, in the presence and hearing of the Testatrix, signed
the Will as witnesses and that to the best of their knowledge the
Testatrix was at that time eighteen (18) years of age or older, of
sound mind and under no constraint or undue influence; and I, the
said Testatrix, do hereby acknowledge that ! ~igned and executed
the instrument as my Last Will and Testament, that I signed it
willingly, and that ! signed it as my frs= and voluntary act for
the purposes therein expressed.
lxi :d 8~I9i :01 :WO~.4 d'~t~ :iO 8~8-gI-AON
BUREAU OF TNDZVZDUAL TAXES
/NHER/TANCE TAX D/VISION
DEPT. Z80601
HARR/SBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOT/CE OF ZNHER/TANCE TAX
APPRAISEMENT, ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-154? EX &FP
SCOTT N DINNER
S M DINNER LAW OFFICE
5117 CHESTNUT ST
CAMP HILL PA 170~
DATE
ESTATE OF
DATE OF DEATH
~._:FZLE NUMBER
ACN
09-09-Z005
KLINE
11-05-2002
Z1 03-0055
CUMBERLAND
101
Amount Remitted
ANNA
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGTSTER OF WTLLS
CUMBERLAND CO COURT HOUSE
CARLTSLE, PA 17013
CUT ALONG TH/S LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF XNHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KLZNE ANNA MFXLE NO. 21 05-0055 ACN 101 DATE 09-09-2005
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATXON CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGXNAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
q. Mortgages/Notes Receivable (Schedule D) (q)
5. Cash/Bank Daposits/Hisc. Personal Property (Schedule E) [5)
6. Jointly Owned Property (Schedule F) [6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Ada. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule [) (10)
11. Total Deductions
12. Nat Value of Tax Return
1021500.00
O0
O0
O0
$1~579 $6
129~001 6~
O0
(8)
11,878.61
$,~$0.00
(11)
(12)
15.
1~.
NOTE:
ASSESSMENT OF TAX:
15. Amount of Line lq mt SpousmX rate
16. Amount of Line lq taxable at Lineal/Class A rate
17. Amount of Line lq at Sibling rata
18. Aaount of Line lq taxable at Collateral/Class B rata
19. Principal Tax Due
TAX CREDITS:
PAYMENT R~C~/PT' DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
01-$1-2005 CD002120 1,19~.2q
Charitable/governmental Bequests; Non-elected 911:3 Trusts (Schedule J) (1:5)
Nat Value of Estate Subject to Tax (lq)
If an assesseent was lssued previously, lines 14, 15 and/or 16, 17,
reflect flgures that include the total of ALL returns assessed to date.
(is) .00 x O0 =
(~6) 550,772.$9 x Oq5=
(~?) .00 x 12 =
(ia) .00 x 15 =
(19)=
AMOUNT PAZD
150. O0
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this fora with your
tax payment.
TOTAL TAX CREDIT
SALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
546,081.00
l~.]flB.fil
530,77Z.$9
.00
550,772.$9
18 and 19 will
( XF TOTAL DUE XS LESS THAN $1, NO PAYMENT 1S REQUIRED.
ZF TOTAL DUE 1S REFLECTED AS A 'CREDIT' (CR)~ YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
2q,$qq. Zq
q59.q8CR
.00
qS9.q8CR
.00
25,88~.76
.00
.00
Z$,88q.76
RESERVATION:
Estates of decedents dying on or ba~ora December 1Z, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class 8 (collateral) beneficiaries of the decedent after the expiration of any estate for
life or far years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collataral) rate on any such future interest.
PURPOSE OF
NOT[CE:
PAYHENT:
REFUND [CR):
OBJECTIONS:
ADHZN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (72 P.S.
Section 9140).
Detach tho top portion of this Notice and submit with your payment to the Register of Rills printed on the reverse s/dm.
--Hake check or money order payable to: REGISTER OF RILES, AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ara available at the Office
of the Register of Rills, any of the ~ Revenue District Offices, or by calling the special Z4-hour
answering service for forms ordering: 1-800-362-Z050; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-3020 (TT only).
Any party in interest not satisfied with the appraisement, alloaanca, 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:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17lie-lOll, OR
--election to have tho matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should bm addressed in writing to: PA Dmpartasnt of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
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 administratively correctable errors.
If any tax due is paid within three (3) calendar months after the dacedant's death, a five percent (BI) discount of
the tax paid is allowed.
The 152 tax amnesty non-participation penalty is computed on the total of tho tax and interest assessed, and not
paid before January 18, 1996, the first day after the and of tho tax amnesty period. This non-participation
penalty is appealable in the same manner and in the tho 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 (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at tho rate of
six (6Z) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
am~ouncod by tho PA Department of Revenue. The applicable interest rates for 1982 through Z003 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Yaa.~r Rate Factor Yea._..r Rate Factor
1982 ZOZ .000548 1987 92 .000247 1999 7Z .000192
1983 I6Z .000438 1988-1991 112 .000301 2000 82 .000219
1984 Ill .000301 1992 9Z .000247 2001 91 .000247
1985 132 .000356 1993-1994 72 .OOO19Z 2002 62 .000164
1986 102 .000274 1995-1998 92 .000247 2003 52 .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINI~UENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (1S) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLES~ OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY
UNTIL COMPLETION
Name of Decedent:
Date of Death:
Estate No.:
STATUS REPORT UNDER RULE 6.12
Anna M. Kline
11-05-2002
21 03-0033
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:
State whether administration of the estate is complete:
Yes xx No
Date: NOV 0 7 2003
(MAH:rmtYAM3)
If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
(date)
If thc answer to No. 1 is yes, state the following:
A. Did the personal representative file a final account with the court?
Yes No xx
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 xx No
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 attached
to this report.
Sign~e
Scott M. Dinner, Esq.
Name (Please type or print)
3117 Chestnut Street
Camp Hill, PA 17011
Address
(717) 761 -5800
Telephone No.
R.W. -
Capacity:
XX
Personal Representative
Counsel for Personal Representative
BUREAU OF 'rNDZV/DUAL TAXES
*rNHERTTANCE TAX DTVTSTON
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONNEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
ZNHERZTANCE TAX
STATEMENT OF ACCOUNT
REV-160? EX AFP (02-03)
SCOTT M DINNER
S M DINNER LAW OFFICE
3117 CHESTNUT ST
CAMP HILL PA 1701I~
DATE 10-14-2005
ESTATE OF KLINE
DATE OF DEATH 11-05-2002
FILE NUMBER 21 03-0033
COUNTY CUMBERLAND
ACN 101
I Amoun~ Remi~ed
ANNA M
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To insure proper credi~ ~o your accoun*, submi~ *he upper pot*ion of ~:hls form wi*h your ~ax payment.
CUT ALONG THIS LINE ~'* RETAZN LONER PORTION FOR YOUR RECORDS
REV-1607 EX AFP (01-03) ~# ZNHERZTANCE TAX STATEMENT OF ACCOUNT
ESTATE OF KLINE ANNA M F'rLE NO. 21 0:5-00:53 ACN 101 DATE 10-14-Z003
THI'S STATEMENT TS PROVIDED TO ADV/SE OF THE CURRENT STATUS OF THE STATED ACN 'rN THE NAMED ESTATE. SHONN BELO#
TS A SUMMARY OF THE PRZNC'rPAL TAX DUE., APPL/CAT/ON OF ALL PAYMENTS, THE CURRENT BALANCE., AND., ZF APPL'rCABLE,
A PROJECTED INTEREST F/GURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-09-2003
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYMENTS (TAX CREDITS):
23,884.76
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C- AMOUNT PAID
01-31-2003
09-26-2005
CDOOZ120
REFUND
ZF PAID AFTER THIS DATE*, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( ZF TOTAL DUE IS LESS THAN $1,
NO PAYMENT ZS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A 'CREDIT"
1,194.24
.00
23,150.00
459.48-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
23,884.76
.00
YOU NAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORH FOR ZNSTRUCTZONS. )
INTEREST AND PEN. .00
TOTAL DUE .00
PAYMENT:
Detach the top portion of this Notice and submit eith your payment made payable to the name and address
printed on the reverse side.
-- If RESIDENT DECEDENT make check or money order payable to: REGTSTER OF NTLLS, AGENT.
-- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONNEALTH OF PENNSYLVANIA.
REFUND mCR]: A refund of a tax credit) mhich ems not requested on the Tax Return, may bm requested by compZeting an
"Application for Refund of Pennsylvania Inheritance end Estate Tax" (REV-1315). Applications ara available at
the Office of the Register of Hills) any of the g3 Revenue District Offices or from the Oepar~ant's gq-hour
answering service for forms ordering: 1-800-361-g050; services for taxpayers with special hearing and / or
speaking needs: 1-800-qq7-3020 [TT only).
REPLY TO:
Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue) Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit) Dept. g80601, Harrisburg, PA [71g8-0601, phone
(717) 787-6505.
DISCOUNT:
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 alZowed.
PENALTY:
The 1SI tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18) 1996, the first day after the and of the tax amnesty period.
INTEREST:
Interest is charRed 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 l, 1982 boar interest at the rate of
six (61) percent per annum calculated at a daily rats of .00016q. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year sith that rate
announced by the PA Department of Revenue. The applicable interest rates for 198g through ZOOS are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
198g ZOZ .O00Sq8 1987 91 .0002q7 1999 7X .DO0191
1983 161 .000~38 1988-1991 111 .000501 gOO0 8X .000219
198q 112 .OOO~OX 1992 92 .OOOZq7 2001 92 .O00Z~7
1985 15Z .000356 1993-199~ 72 .OO019Z 200g 6Z .00016~
1986 log .O00Z7q 1995-1998 92 .O00g~7 2003 5g .0001~7
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER 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 computation date shown on the
Notice) additional interest must be calculated.