The URL can be used to link to this page

Home My WebLink About04-0697 PETITION FOR PROBATE and GRANT OF LETTERS Estate of/11I1I!/E~, MJ:ee No. {)./- tJLf-lo97 also known as m.l9lfelE $, 6"'KGilf To: Register of Wills for the Deceased. County of CLt.Ih~..I_tJ in the Social Security No. I" -/4 - 3810 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/ere 18 years of age or older an the execut "';J< named in the last will of the above decedent, dated .:Tulv Ie , 19~ and codicil(s) dated . (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in C t.t "" k,./41ttl County, Pem;tsylvania, with h t.r esidence at .:l , e S ; eel, number and muncipality) Decendent, thel 8/ tars of ~ die,!- .:Tuly 1'1 ,JK-~" , at 11..& ~//'l ~1"1fa. E? n..$ /..,.." 7i<.yJ. 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 Irilling and was never adjudicated incompetent:. Decendent at death owned property with estimated values as follows: "1.. (If domiciled in Pa.) All personal property $ 0 "',0. (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Penns lvania CJ. $. ..0 situated as follows: ~ ~ u",. WHEREFORE, petitioner(s) respectfully uest(s) the probate of the last will and codicil(s) presented herewith and the grant of letters (testamentary; administration c.ttj("jministration d.b.n.c.t.a.) theron. ;.. ...: . :l:l ::; ~. R ::0 rt> &~: Cb() 3 ._ ~.~o " I' ~ ~ w _., u,' , -:" (/.'1 C." E J ~_. 0; F "~,cor :'2-;;- ^ ..., .-..C', ~1i lINlYI . <:S~r:f G N ,-, li g:: Ji1~S;; ~t (Yo, ;lip. lfaS ~) r : ;~ :~t 3c.. r", 0 .::::_' ~'- 'T' C, . . 0) 0 ~o J;>.:::l..J;:::.. -t<, ~ U~ ., iii OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA '1 .ss COUNTY OF C.U.M13~.b J The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the Irnowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and t uly administer the estate according to law. Sworn to or affi ed and subscribed )( ~ t-. ~ en before me this -t:h.. day of t M C!. ~. .. iO ;0 ~ No. ..1J - ()4 - i!Jq1 Estate of .J:f'nw ~ h-tXf IL , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~_, in consideration of the petition on f, sal1sfactory proof having been presented before me, IT IS DECREED that the instruffient(s) dated' - \ In - IOC, q described therein be admitted to probate and filed of record as the last will ofiYh I? 1 0 '" <) f..l.,.,:J, k€r and Leuers --r4> ~~~~ ; are hereby granted to ' 0 "fs !J).A FEES ~p. ~,&I~::fif Probate, Letters, Etc. ......... $ ~O . cD Short Certificates( ).......... $ \ p:;. 0'0 CI. ~ AITORNEY.4!\u'?J::' LD. No.) 38S"ls Renunciation................ $ l.:::l., csO 4" ~$ 4::. S ,,.. :s: 2lL 4:, (!h~.54r ~d., If/(dt4AI~.sJIU:l' I?f /7,,$""S' $10, DO ADDRESS TOTAL _ $ 1\..00 717~ 7~~ -Oz.~? Filed l~................................ PHONE 'I"'~,~I'~ R~:V ~i~" This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. , WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 WJt Id ,4<L Local Registrar p 10545073 ~tL Lr 1';, ,;:(oo<f No. Date PD g :l:l'i =('1,.'\ ::f --, roo cr ?f, a) ~~., (00 F ''''''''"'"''l! -, ~j) Cl ef $ (1;' c~_ N ;.." Q, ("), ' 0"1 '~~ C " ;e 0 .: '-, (",) r'1 a Hl05 l~J R&v 2167 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL R~RDS j:,;. 0 CERTIFICATE OF DEATH .;::;~~_, - TYPEiI'RlNT U1 " NAME OF DECEDENT (Fnl, M~, La.l) Marie S. Baker SOCIAl. t9&~ITY HIlIl8ER 3810 PERMANENT BLACK INK , ,. - - AGE (L."Elirtll<my) BIRTHPlJ\CE(CiIyWtd 81 '" Mel!fIMi~~ R""j'''~'O ~~:,'~, 0 . RACE -AmeflCanln<l,an, 8"'c~, """... BI . (Spec~y) White .. " DECEDENT'S USUAL OCCUPATION M/I.R(TALSTATUS.MlImlld SURVIVINGSPOlISE ':;~~re{~~' Neve<Ma"i8d,l'ddOYMd "j......".m....oo.m.] . ""WIIfBW~d . 11.. 11b. ". (0-12) DECEDENT'S MAlLlNG ADDRESS ($Irftl, CilylTown, Slllle. Zip Code) ennsy vania "' ~ 296 George Street -, "" Mechanicsburg, Pennsylvania 17055 Cumberland Ii.... in. 17d.[3 ~~i=oI Mechanicsburg " 17b.Coon.. town.hIp? CHyll><lIQ FATHER'SW.ME(F"'I.MiddIe,La.l) Charles M. Slothour ~~THER'S NAME (FIraI, MI~, MaKlet1 ~a!/el E. Fertenbaugh .. INFORMANT'SW.ME (T1pe/P!ini) Linda C. Sents INFORMANTi~~I~ADORESS ~_. CU~fTown, Stille. Zo Cod4oI ,.. _. hester rookCt. Apt4 5CampHifl.Pa 17011 METHOD OF 'SPOSI~ PLACE OF DlSPOSITION_ NMllI 0/ CemIIIe<y, Cremalory LOCATiON-Cir,-fTo..n,Stala Z'pCMO . Bu~ ,,,,,,,,lion ~"""""llomSlIIIe 0 CfOllwPl_ Olhef{$~) 21~. Mechanicsburg Cemetery 21d. Mechanicsbur ,Pa 17055 FUNER '" NAME ANOADDRESS OF FACILITY 'u. M ers Funeral Home lnc 37 Easl Main IreelM h LICENSE NUMBER TESIGNEO (M(Jnl~. Dal, Y~.<) ,,,. .~ IIIIfIl.Z~.26muolbtllXlf11lll_by WAS CASE REFERREDTO A MEDICAL EXAMINER /cORONER' P<"SOf1w!lol"~.doIalll ,. Yes 0 '"B- " 27. PART I: e_..........'.Injo......~,....lGIIo..._..._.lk>_..............Qld~......".....o""''"''..'"p_ry....oI,'_k......01_ : Appro"""Ill. PART II: OIhe.-"I/f\II"'a'""'''''JoI,,,,,,,.wl''I>''I'''~I'''J''.11\ Lul l..l......__..on........... .inlll""'_e nol "'....Iong '" I/1e "nu.rl~"'g "'"u.. g..~n.., PAHII . ?/i/FrL- /7'f7 '-"'A-E lonHlafl(ldelllh , , , E .H E'7P"""""c.. ~,. A->-ve-,...,e.yS-. > ""-- '''I''''''''A~OI<''''<I'JL''''IOI'l --~_._. 'MoRE AUTOPSY FtNOINGS MANNER OF DEATH DATEOFINJURV TIMEOFINJURV INJURVAT'foIORK? DESCRIIl~ HOWINJUI<YlX.:cllRHI.U AVAILASLEPRIORTO (M""', Ooy,y_) COW'lETlQN OF CAUSE ..... cr- HOO1iOde 0 - OF DEATH? 0 o - - YeaONoD - P.ncj'''IIlnvesbgabon ,~. '.0 "13'"" 0 0301. :MIll. M. JIIe. S<lioicla Coula ""'be delermlned PLACEOFINjURY-Alllome.wm,'blIll1,lactay,_ lOQ.t.:JION(Slreel.C'l\<fTown,Slate) _.,.., (Spt<t!tl _ ~. ~'a. _. ". "". z CERTIFIER tClll<:k orIy one) SIGNATURE ANO TITLE OF CERTIFIER ~ .l:~~F~I~~f.flc::.lQ'l.~~n'::lo,:3:':~.=:~.r"r.~~i:-a.".'=~f~~~,~,~~~ln.~",:.:~~~.~.d.'.I~.~.~~).,. 31b. ~" ( UCENSENUMBER " .Pfo~~~~:;':-Qm~~~~:;:~':J:H~::::~~~:U~~:'-~~d~~~~,d=~hd'::'~Z~,,~.~~i:~~'::~~.r"~II.d.. .... ... 0 31c. .z.;,..s 0(__5-"'1 '74 ~L 31d. 7 _ I .- c, q .~EOICAl ElIAMlNERlCORONER ~l~~:)NT~~~;~f OF!..;~SON E ~O:P+:i. ~;~E;!;:t~ArH D. c_ OnlhID....Gfnomln.lIonandlorInVftllg.lIon..nmYOplnkm.dullI<>CC",",d.llh.Il""" d.l". and pl.co..nd dU.'OI""tluob(l,.nd 0 e:. -p P-:{1~L C{.l...I/r<r(:.(,. t10 Jlam.n".'..~_.. 32. C-m....f' J-(l '- '--_ A- (\rt REG T Iqlj2ll tl.,l DATE FI1 (Mt'" Do~. Vr) " u. _5 "2 OeD' - , ,1,1 - tJif- {g q 1 LAST WILL AND TESTAMENT OF MARIE R. BAKER I, MARIE R. BAKER, now domiciled in Cumberland County, Pennsylvania, declare this to be my Last Will and Testament. I revoke all other wills and codicils that I may have previously made. Article I My just debts and expenses of my last illness, funeral, and administration of my estate shall be paid by my Executrix from the principal of my residuary estate as soon as practicable after my death. Article II All inheritance, estate, and succession taxes (including interest and penalties thereon, but not including any generation skipping tax) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. This provision is not a waiver of any right which my Executrix has to claim reimbursement 0(") for any such taxes which become payable as the result of any property ov! iihich 9ave tJmj3wer =,,";''' ro n cr " r.c\ I~~ . 92 C-. i~',). ;~~, of appoIntment ii, c::: _," ",c . ~ ~ ';~ 'CI N .. ~ \ji ;a 0 :1J h:. )'. U1 . . Article III I give, devise and bequeath in accordance with any memorandum which I have either handwritten or signed, located with my will or with my valuable papers and found within 30 days of the probate of my will. Gifts may only be to persons who survive me or to organizations which exist at my death, and if there is a conflict, the memorandum having the latest date shall govern. Article IV All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath to my daughter, LINDA C, SENTS, of Cumberland County, Pennsylvania. However, if a beneficiary does not survive me by thirty (30) days, but leaves descendants who survive me by thirty (30) days, those descendants shall receive, per stirpes, the share the beneficiary would have received had he or she survived me by thirty (30) days. Article V I nominate, constitute, and appoint my daughter, LINDA C. SENTS, as Executrix of my Last Will and Testament. In the event of the renunciation, death, or inability to act, for any reason whatsoever of Executor, I nominate, constitute and appoint ROBERT R. WEBER as successor Executor of my Last Will and Testament. I direct that my Executrix and successor Executor be permitted to serve without bond and in addition to those powers granted by law, I grant them power to distribute in cash or in kind in like or in unlike shares and to file any qualified disclaimer I could have filed ifliving. My Executrix or successor Executor shall receive reasonable compensation for services rendered to my estate. - 2 - . Article VI In addition to the powers conferred by law, I authorize my Executrix, in her absolute discretion: (a) to retain in the form received and to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, (d) to exercise any option or right arising from the ownership of investments, (e) to compromise claims without court approval and without consent of any beneficiary, (f) to file any federal income tax return for any year for which I have not filed such return prior to my death, (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executrix; and to pay from my estate reasonable compensation for all their services, (i) to conduct alone or with others, any business in which I am engaged in, or have an interest in at time of my death, and (j) to receive reasonable compensation in accordance with their standard schedule offees in effect while their services are performed. - 3 - . . . . IN WITNESS WHEREOF, I, MARIE R. BAKER, hereby set my hand to this my Last Will and Testament, on g< ~ /~ 1999, at Harrisburg, Pennsylvania. ?/? PL-1_,,:___ _ /! 13~ MARIE R. BAKER In our presence, the above-named MARIE R. BAKER signed this and declared this to be her Last Will and Testament and now at her request, in her presence, and in the presence of each other, we sign as witnesses. Name Address ~f?~ 3"0 3..~ft. ~.~,/7~.D"'" ~;~ c;_P6~ c;.Od# /~ ",,7: ~4 ,705:::>- -4- . . . I, MARIE R. BAKER, Testatrix, who signed the foregoing instrwnent, having been duly qualified according to law, acknowledge that I signed and executed this instrument as my Will, and that I signed it willingly as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by MARIE R. BAKER, the Testatrix on ~ /~ 1999. WJl~~ -m M' A~'_ If g~/</ - MARIE R. BAKER Notarial Seal Merielle F. Hazen. Nota~ Public Lower Paxton Twp., D~ n County My Commission Expires ept. 23, 2002 We, the undersigned witnesses who signed the foregoing instrument, being duly qualified according to law, depose and say that we were present and saw the Testatrix sign and execute this instrument as her Will; that she signed and executed it willingly as her free and voluntary act for the purposes therein expressed; that each of us in her sight and hearing signed the Will as witnesses, and that to the best of our knowledge, that she was at that time eighteen (I8) years or more of age, of sound mind, and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me ~,q~ by ;.{d&-f P ,')f;,cJu S ~d <Y1/r Vb E 1CJl.d' Witness ,1999. ~~ ~ ~A<~.--' Witnesses, 0 tJu / i. 1?enI4~ Witness - N tary Public Notarlel Seal Marielle F. Hazen, N~ Public Lower Paxton lIYp., Dau n County My Commission Expires ept 23, 2002 - 5 - CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Marie S. Baker, a/kla Marie R. Baker Date of Death: July 14, 2004 Will No. Admin. No. 21-04-0697 TO THE REGISTER: I certify that notice of beneficial interest 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 September 2, 2004: Name Address Linda C. Sents 2904 Chesterbrook Court, Apt. 405, Camp Hill, PA 17011 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: September 2, 2004 ~~~ 6 Clouser Road Mechanicsburg, P A 17055 Telephone: (717) 766-0209 l""1 Counsel for Personal Representative :q- '" EL l'- I "'- t;5 c ,,~c' ;~,f U(l) ;g ::':-2 ,:;:),.....- a:~ ,i) .:-:: :Jc3 ;;- CHARLES E. SHIELDS, III ATTORNEY-AT-LAW 6 CLOUSER ROAD Corner ofTrindle and Clouser Roads MECHANICSBURG, PA t7055 GEORGE M. HOUCK TELEPHONE (7t7) 766-0209 (1912-1991) FAX (7t7) 795-7473 October 11, 2004 CERTIFIED MAIL - RETURN RECEIPT REQUESTED ",-...,.... Register of Wills Office .. .J '. ~ g ...- ". " IT' Cumberland County Courthouse ~ - ",) One Courthouse Square r'~ CJ Carlisle, Pennsylvania 17013 c"o -i ~ W v In Re: Estate of Marie S. Baker, deceased ;".,J File No.: 21-04-0697 t'....j ~ Dear Register of Wills: Please find enclosed Check No. 114 in the amount of $4,750.00 for estimated Inheritance Tax for the above estate. Thank you for your kind attention to this matter. Very truly yours, ~ ~{~k- Charles E. Shields, III Attorney-At-Law CES:slk Enclosure V-- - - - - - - - .. '" = c - .c - .... ... '"" = t-- - ~ Q f:1 00 ru '"' W '" "" Ir 15.0='7 - ..JI o =rZ~ ..JI Cor:! :: Q"l Q rn - Q C'-l t--. r'- :::u=~ oQ ~"Oc ::r- ....=;S~ N C '" ... (;) 0 lo., "i: :: ... 0 4.1 Q"l Q ~ 0 1;; ~ U.~ ('/ .- S Q"l "t: (\1 0 ~:: c C'; Cry '"" P::WOW (') ::r- 'T' ru (ry ru '.... 0 (j 0 1'- r'-' 'M , , lr) lr) 0 t-- S - ~ on "0 ~ C3 ro "tj ~ .- ....:i OJ .. ..c 1 0 ;:::1 CIl....p::.o . <t: '" ~ I ~ 0 >> Q) .- r./'; 0) V'J C Q.) c::: ::s ca - L..o O..c:: l-. 0 __ CJ Et:Uo W<t:\O;:s COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRIS8URG, PA 17128-0601 PENNSYL VANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004489 SHIELDS CHARLES E III 6 CLOUSER ROAD MECHANICSBURG, PA 17055 ACN ASSESSMENT AMOUNT CONTROL NUMBER nnn-.lold nUunh _n_hn 101 I $4,750.00 ESTATE INFORMATION: SSN: 190-14-3810 I FILE NUMBER: 2104-0697 I DECEDENT NAME: BAKER MARIE R I DATE OF PAYMENT: 10/13/2004 I POSTMARK DATE: 10/1 2/2004 I COUNTY: CUMBERLAND I DATE OF DEATH: 07/19/2004 I I TOTAL AMOUNT PAID: $4,750.00 REMARKS; CHECK# 114 INITIALS: JA 'SEAL RECEIVED BY; GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS STATUS REPORT UNDER RULE 6.12 Name of Decedent: Marie S. Baker alkla Marie R. Baker Date of Death: 7-14-04 Will No. Admin. No. 21-04-0697 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: l. State whether administration of the estate is complete: Yes No X 2 . If the answer is No, state when the personal representative reasonably believes that the administration will be complete: wi thin 6 nonths 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 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did t.he personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: 1/20/05 ~ f.l 4:u~ Signature Charles E. Shields, III, Esquire - Name (Please type or print) ~ L.', N ~.:l C~) c'~": ., 6 Clouser Road, Mechanicsburg, PA 17055 - - Address ~-= L~. . ""._e< 0 ,/. (717 ) 766-0209 - t::= <",J Ll.1.':--' Tel. No. .....-J :~_' c)c~-~;! u::> l....) 0'0 Capacity: Personal Representative C::'l [) = "oJ X Counsel for personal representative J (MAH: rmf / AM3) COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT,280601 HARRISBURG. PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 005527 SHIELDS CHARLES E III 6 CLOUSER ROAD MECHANICSBURG. PA 17055 ACN ASSESSMENT AMOUNT CONTROL NUMBER nnn told nu_n_n n_nn_ 101 I $396.06 EST A TE INFORMATION: SSN, 196-14-3810 I FILE NUMBER: 2104-0697 I DECEDENT NAME: BAKER MARIE R I DATE OF PAYMENT: 07/05/2005 I POSTMARK DATE: 07/05/2005 I COUNTY: CUMBERLAND I DATE OF DEATH: 07/19/2004 I I TOTAL AMOUNT PAID; $396.06 REMARKS: CHECK#1458 INITIALS: CCP SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS -- COMMOI\!WEALTH OF PEN'.JSYlVANIA REV-1162 EX(11~96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT, 280601 HARRISBURG, PA 171280601 PENNSYL VANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 005526 SENTS LINDA C 2904 CHESTERBROOK CT APT 405 CAMP HILL, PA 17011 ACN ASSESSMENT AMOUNT CONTROL NUMBER _____n. fold n__u_n_ _n_____ 101 I $3,527.88 ESTATE INFORMATION: SSN: 196-14-3810 I FILE NUMBER: 2104-0697 I DECEDENT NAME: BAKER MARIE R I DATE OF PAYMENT: 07/05/2005 I POSTMARK DATE: 07/05/2005 I COUNTY: CUMBERLAND I DATE OF DEATH: 07/19/2004 I I TOTAL AMOUNT PAID: $3,527.88 REMARKS: CHECK# 119 INITIALS: CCP SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS - COMMONWEALTH OF PENNSY:"'VANIA REV-1162 EXll1.96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 005526 SENTS LINDA C 2904 CHESTERBROOK CT APT 405 CAMP Hill, PA 17011 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold -____u_u __u____ 101 I $3,527.88 EST A TE INFORMATION: SSN: 196-14-3810 I FILE NUMBER: 2104-0697 I DECEDENT NAME: BAKER MARIE R I DATE OF PAYMENT: 07/05/2005 I POSTMARK DATE: 07/05/2005 I COUNTY: CUMBERLAND I DATE OF DEATH: 07/19/2004 I I TOTAL AMOUNT PAID: $3,527.88 REMARKS: CHECK# 119 INITIALS: CCP SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WillS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE "c- !lDT;tCE OF INHERITANCE TAX PtCOPDE~~ENT, ALLOWANCE OR OISALLOIIANCE - ." llf- DUJUCTIONS AND ASSESSHENT OF TAX 09-13-2005 BAKER 07-14-2004 21 04-0697 CUMBERLAND 101 APPEAL DATE: 11-12-2005 ( See reverse side under Objections) Amount ReBittedl I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS - iEv:is4'-Ei-AFP-io3:osi-NOTICE-OF-INHEiITANCE-TAi-APPRAIsiMENT:-ALLOMANCE-oi--------------- DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MARIE S FILE NO. 21 04-0697 ACN 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN BUREAU OF INDIVIOUAL TAXES IHHERIUNCE TAX DIVISION PO BOX 2806111 HARRISBURG PA 17128-0601 2iJU~ SEP \ 3 PI ~ 1: tiS CHARLES E SHIELDS 6 CLOUSER RD MECHANICS BURG CLEr::( IlfPHt -.. .\.}';~ " PA 17055 ESTATE OF BAKER *' REY-1S47 EX AFP (06~OS) MARIE S TAX RETURN WAS: (X I ACCEPTED AS FILED DATE 09-13-2005 I CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Estate (Schedule A) 2. Stocks and Bonds (Schedule BJ 3. Closely Held stock/Partnership Interest (Schedule CJ 4. Kort~ges/Not.s Receivable (Schedule D) 5. Cesh/Bank Deposits/Kisc. Personal Property (Schedule EJ 6. Jointly Owned Property (Schedule fl 7. Transfers (SchMlul. G) 8. Total Assets (11 (21 (31 ('II l!;J (61 (71 157,575.00 23.064.97 .00 .00 5.167.00 14.499.89 .00 (81 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule X) 11. Total Deductions 12. Net Value of Tax Return 1~. ChBritable/Govern..ntal Bequest$; Non-elected 9113 Trusts (Schedule ~) 14. Net Value of Estate Subiect to Tax I~ an assess.ent was issued previously, lines 14, lS and/or 16, 17, 18 and 19 will r8'l'lec1: ~i9ures 'that include 'the total o~ MJ.. returns assessed to date. ASSESSMENT OF TAX: IS. AllOW\t of Line 14 at Spousal ....t. I1S) 16. Amount of Line 14 taxable at Lineal/Class A rat. (16) 17. Amount of Line 14 at Sibling rete (17) 18. Amount of Line 14 taxable at Coll.teral/Class Brat. (18) 19. Principal Tax Due AX C : NOTE: NUHBER CD004489 CD005526 CD005527 INTEREST/PEN PAID (-I 250.00 .00 39.63- DATE 10-12-2004 07-05-2005 07-05-2005 (91 1101 9,347.88 1.450.59 1111 1121 1131 1141 .00 X 189,508.39 X .00 X .00 X AHOUNT PAID 4,750.00 3,527.88 396.06 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 00 = 045 = 12 = 15 = 1191= NOTE: To insure proper credit to your account, sub.i t the upper portion o~ this for. with your tax pa~nt. 200,306.86 10.798 47 189,508.39 .00 189,508.39 .00 8,527.88 .00 .00 8,527.88 8,884.31 356.43CR .00 356.43CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FDR CALCULATIDN DF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TDTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR T~TRlrTT~ , BUREAU OF INDIVI~~\~~$ INHERITANCE TAX OIvtS'iQJil.,":../U PO BOX 280601 , HARRISBURG PA 17128-0601. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 EX AFP (03-05) 2025 OCT? n . ?3 .- DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-17-2005 BAKER 07-14-2004 21 04-0697 CUMBERLAND 101 MARIE S CHARLE;S-E SHIELDS lU 6 CLOUSER RD MECHANICSBURG PA 17055 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF BAKER MARIE S FILE NO.21 04-0697 ACN 101 DATE 10-17-2005 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-06-2005 PRINCIPAL TAX DUE: 8,527.88 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-12-2004 CD004489 250.00 4,750.00 07-05-2005 CD005526 .00 3,527.88 07-05-2005 CD005527 39.63- 396.06 09-30-2005 REFUND .00 356.43- TOTAL TAX CREDIT 8,527.88 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 If IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) GV'^ STATUS REPORT UNDER RULE 6.12 Date of Death: f/;,/lll! f. tkK-l:;I2. ? /14 l:Goolf Name of Decedent: Will No. Admin. No. ~ /,.O'-/-D&:, 97 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No ~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes)( No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: '11"~( (j~ ~/~~ Signature 1"'- C'J <-'- Charles E. Shields, III, Esquire Name (Please type or print) 6 Clouser Road, Mechanicsburg, PA 17055 Address v:> (- ) , 1..,'--:-:1 (717 ) 766-0209 Te 1. No. Capacity: Personal Representative x Counsel for personal representative (MAH:rmf/AMJ) ~.~. CHARLES E. SHIELDS, III ATTORNEY-AT-LAW 6 CLOUSER ROAD Corner ofTrindle and Clouser Roads MECHANICSBURG, PA 17055 GEORGE M. HOUCK (1912-1991) TELEPHONE (717) 766-0209 FAX (717) 795-7473 December 15,2005 Register of Wills Office Cumberland County Court House 1 Courthouse Square Carlisle, Pennsylvania 17013 Re: Estate of Marie S. Banker Admin. No. 21-04-0697 Dear Register of Wills: Please find enclosed two copies of the Status Report for the above referenced Estate. Please clock-in both copies and place one in my mailbox for me to pick up at a later date. Thank you for your kind attention to this matter. Very truly yours, "- CJa4 f. 4t:dd~ Charles E. Shields, III Attorney-At-Law CES/mjj Enclosures c..~1 c, -tJ a -~I