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HomeMy WebLinkAbout03-0156PETITION FOR PROBATE and GRANT OF LETTERS Estate of ?~Rt- I~, ~orl~-5 No. also known as To: Deceased. Social Security No. ] Register of Wills for the County of O__Ot4B~R~s*~t~ Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut o t{ in the last will of the above decedent, dated F~ /11,. I 9 and codicil(s) dated in the named ,19 '~! (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in 0_,., c1'/41~ Ig ~ L ~/4 ~ County, Pennsylvania, with h ~R last family or principal residence at ! ? o 7 W'g~. ~to ? ~e~-r0 A~ lq~. (list street, number and muncipality) Decendent, then ~/~ __ years of age, died 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: WHEREFORE, petitioner(s) respectfully request(s) presented herewith and the grant of letters theron. [/3 the probate of the last will and codicil(s) (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~> ss COUNTY OF The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate aflcording to law. Sworn to or affirmed and subscribed ~- before me this cO~ ~ day of [ - - r_ ..... Register/[ Estate Of No. ~--/- DECREE OF PROBATE AND GRANT OF LETTERS , Deceased AND NOW the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated fO ,~"'~__~',~t~a~z/ /O .~/ described therein be admittegl t~lrobate and file, d~f record as the last will of and Letters ~ ~'..~,~ ~, ~ ~' ,~~ in consideration of the petition on FEES Probate, Letters, Etc .......... Short Certificates( ) .......... Renunciation ................ TOTAL Filed .q~..~.,~...~'.'7. ~..,~.. .................. ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS ROBERT M. FREY AND ROBERT G. 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 PEARL A. JONES the testat r i x ., sign the same and that we signed as a witness at the request of testat rix in her presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this c~Z/''/-'~ day of Robert M. FreY(Name) ~_~jFebruary,2003 ~ 5 South Hanover Street, Carlisle ~~~gister Robert G'. Frey(Na;e)y~'~ 5 South Hanover St~, Carlisle (Address) PA PA REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature of codicil testat.__ of (one of the subscribing witnesses to) the will presented herewith and codicil that believes the signature on the will is in the handwriting of to the best of knowledge and belief. Sworn to or affirmed and subscribed before me this day of 19__ Register (Name) (Address) (Name) (Address) RENUNCIATION In Re Estate deceased. To the Register of Wills of County, Pennsylvania. The undersigned of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters be issued to WITNESS hand this day of ,19 (Signature) (Address) (A~ress) (Signature) (Address) LAST WILL AND TESTAMENT OF PEARL A. JONES I, PEARL A. JONES, of South Middleton Township (mailing address: 1707 Walnut Bottom Road, Carlisle, Pennsylvania 17013), 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. 2. 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 in equal shares to my following three (3) children, their heirs and assigns, they being Esther M. Hoover, Dale F. Jones, Jr., and Helen P. Carpenter. 3. I hereby nominate, constitute and appoint my three (3) children, Esther M. Hoover, Dale F. Jones, Jr., and Helen P. Carpenter, as Executors of this my Last Will and Testament and I further direct that none 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 19th day of February, 1991. Pearl A. Jones (SEAL) Signed, sealed, published and declared by PEARL A. JONES, 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 LAST WILL AND TESTAMENT OF PEARL A. JONES ROBERT M. FREY ATTO R N EY-AT-LAW 5 ~IOUTH HANOVER ~=TREET CARLISLE, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Pearl A. Jones Date of Death: February 16, 2003 Will No. 21-03-156 Admin. No. 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 June 2, 2003 Name Address Dale F. Jones Esther M. Hoover 10 Persimmon Drive, Boiling Springs, PA 17007 684 Adams Road, Carlisle, PA 17013 Helen D. Carpenter 298 Dusty Lane, Newville, PA 17241 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except No Exceptions. Date: :z~ '?'~ ' ' ~ ~ ~ ~: c~x June 02, 2003 I Capacity: Signature (~ Name Robert G. Frey Address 5 South Hanover Street Carlisle, Pennsylvania 17013 Telephone 717-243- 5838 Personal Representative X Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003395 JONES DALE F JR 10 PERSIMMON DRIVE BOILING SPRINGS, PA 17007 ........ fold ESTATE INFORMATION: SSN: 174-46-6017 FILE NUMBER: 2103-01 56 DECEDENT NAME: JONES PEARL A DATE OF PAYMENT: 12/31/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 02/1 6/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $2,925.00 TOTAL AMOUNT PAID: $2,925.00 REMARKS: DALE JONES C/O ROBERT M FREY ESQUIRE SEAL CHECK//121 INITIALS: AC RECEIVED BY' DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/10/2005 JONES DALE F JR 10 PERSIMMON DRIVE BOILING SPRINGS, PA 17007 RE: Estate of JONES PEARL A File Number: 2003-00156 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 complete~ or uncompleted administration. This filing will become delinquent on: 2/16/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER~ REGISTER OF WILLS cc: File Counsel Judge STATUS REPORT UNDER RULE 6.12 Name of Decedent: PEARL A JONES Date of Death: FEBRUARY 16, 2003 Will No. Admin. No. 21-03-00156 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes () No ( X) 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: PENDING SALE OF REAL ESATE 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 Clerk of the Orphans' Court and may be attached to this report. Date: February 16, 2005 flt~ J.-" /"P""" Signature --.,j Robert M. Frey Name (Please type or print) '..:,.- 5 South Hanover Street Carlisle. Pa 17013 Address (717) 243-5838 Telephone No. Capacity: ( ) Personal Representative ( X ) Counsel for personal representative uJ Cumberland County - Register Of Wills One Courthous~ Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/13/2006 JONES DALE F JR 10 PERSIMMON DRIVE BOILING SPRINGS, PA 17007 RE: Estate of JONES PEARL A File Number: 2003-00156 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 is due by: 2/16/2006 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, /lbD-~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge STATUS REPORT UNDER RULE 6.12 Name of Decedent: Pearl A. Jones Date of Death: February 16.2003 Will No. 21-03-156 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 () No (X ) 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: October, 2006 3. If the answer to No.1 is Yes, state the following: (a) Did the personal representative file a [mal 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 Clerk of the Orphans' Court and may be attached to this report. Date: January 25, 2006 ,e ""~~ Robert G. Frey Name (Please type or print) 5 South Hanover Street Carlisle. Pa 17013 (717) 243-5838 .! Capacity: ( ) Personal Representative I' \ ::: ( X) Counsel for Personal Representative ~'~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 2/07/2007 JONES DALE F JR 10 PERSIMMON DRIVE BOILING SPRINGS, PA 17007 RE: Estate of JONES PEARL A File Number: 2003-00156 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 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 1S due by: 2/16/2007 please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel "Ii ~~ ~ '0:: Qo UJ it,~ Q~ g ~." ,~LL~ 1...{l co ::E ~ ~~ ~ ~ ~ t..} ~~a ~ :::;f .--~~ \S'o NO <( ~.L'N('\ 0 0 :: nc' ('i"';' ....,1, ..... ~ .. ~ -- .0 I r0 C - ... :: Q ~ '" ::: !C ~e ~~.g"r- ..::J(We:a~ : z ~ g.~ J:: -- ~ f/J ~ ~;E~O t:~~gS: !;g "Q'Eg; ~ J:I ::>- 1?:::~'8~ toe te::: .~ ~~gg"5 ...::=~Ou i~ .... Q ... ... t\ 61 ~ l"- e ~ -~ '~\~r.'~" i lfj- ',' I"- ,.t"" 0 ...... 0 I 20g ;~,. ~t : ill "~ i .~U :: c.4 0::0 0 - ,:0:00: ! 'waG: m ocr!!! <rl x ll:: (II I,IHtJO'O I/HllL. 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U.S. Postal ServiceTM CERTIFIED MAILM RECEIPT (Domestic Mail Only; No Insurance Coverage Provided) In Re: Estate of JONES PEARL A ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2003-00156 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: JONES DALE F JR Counsel for Personal Representative: Date of Decedent's Death: 2/16/2003 The Orphans' Court record indicates 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, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a healing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: ~~~ 2/27/2007 Glenda Farner Strasbaugh Clerk of 1 Distribution: Personal Representative Counsel for Personal Representative Estate File .::r- LIl IT" <0 <0 fTl ...J] ru Postage $ fTl Certified Fee CJ CJ Return Receipt Fee CJ (Endorsement Required) CJ Restrtcted Delivery Fee IT" (Endorsement Required) fTl CJ Total Postage & Fees $ ~ I JONES DALE F JR ~ . 10 PERSIMMON DRIVE BOILING SPRINGS PA () 3- aiSle l 0 d..(\()~1C e.... Postmark ] Here 31.\01 ' 17007 ~ FEBJ82007 IN RE: ESTATE OF JONES PEARL A ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2003-00156 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: JONES DALE F JR U.S. postal Service'M CERTIFIED MAILTM RECEIPT . (Domestic Mail Only; No Insurance Coverage ProvIded) Counsel for Personal Representative: c- LI1 .-'I c- eO rn ...D ru postage $ Date of Decedent's Death: 2/16/2003 Date of Delinquency Notice: rn Certified Fee Cl The undersigned, Glenda Farner-Strasbaugh, Clerk 0 g (End~:~~=~I~i with Rule 6.12, Supreme Court Orphans' Court Rules, hereb Restricted Delivery Fee Division, Court of Common Pleas of Cumberland County, tl ~ (Endorsement Required) representative nor the above named counsel for the personal ~ Total postaoe & Fees !I> Register of Wills or Clerk of the Orphans' Court his, her or ii LI1 6.12 Supreme Court Orphans' Court Rule and that the requi[ Cl ~ JONES DALE F JR Sup;eme Court Orphans' Court Rules was given on the abov! ~ : 10 PERSIMMON DRIVE notice to file the Status Report has expired. Accordingly, in, ~ BOILING SPRINGS PA is hereby notified of such delinquency and the undersigned re hearing to determine whether sanctions should be imposed upon e e mquent personal representative or counsel for the delinquent personal representative. postmark Here 17007 Date: 2/27/2007 ~~~ . . .' Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled Mav 7. 2007 at l1AM ....-~.-...... in COUl~oom NO.2. If the Status Report is filed prior t9tK( hearin~;iate;-~~ring will automatIcally be cancelled. (r " ,i"' " /' ,/" '<y~"v-~(' \(Ct,v\; Edgar B. Bayley, 1. ---',-"-",.,,,~ "'~ !: ~ ~ f'- ~ 0 'It f II' 0" 8 .... I It_~~ ... ,., ~I ... 0 - l~~' d .... 0 (I) J W 0 - 0 (4 (I) III (IJ 0 - \ ';j <(~~ c. W It) - Ito 0 ~&' ....;;- 0:00: - Cl)Cl) I - Q~.llNn N 0 <( UU WO([ (I) - 00 :IE :.:::.0 0([;) ~ = . 00 Z II - ~ z::Z:: E: 'It - W(40 a - tV......~ :::J ... 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COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.2B0601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: JONES DALE 113 MERRIHILL DRIVE CARLISLE, PA 17013 fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX~11-96) NO. CD 010273 ACN ASSESSMENT AMOUNT CONTROL NUMBER ESTATE INFORMATION: ssrv: ~ 74-4s-soy 7 FILE NUMBER: 2103-0156 DECEDENT NAME: JONES PEARL A DATE OF PAYMENT: 09/ 1 6/2008 POSTMARK DATE: 09/ 1 6/2008 COUNTY: CUMBERLAND DATE OF DEATH: 02/ 1 6/2003 REMARKS: RECEIPT TO ATTY CHECK# 836 SEAL 101 ~ S 1 17.75 TOTAL AMOUNT PAID: INITIALS: CJ S 1 17.75 RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS r '~ J 1505604 114 REV-1500 EX (as.o5, PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PoBOx2aosol INHERITANCET RETURN Hartisbu PA 17128-0801 RESIDENT DE EDENT t~. Q~ Q ~~~~~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 02162003 Decedent's Last Name Suffix JONES (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's Social Security Number THIS RETURN FILL INAPPROPRIATE OVALS BELOW R~ © 1. Original Return ~ 2. Supplemental Return 0 4. Limited Estate 0 4a. Future Interest Compromise (d~ © 8. Decedent Died Testate Att Q death after 12-12-82) 7. Decedent Maintained a Livin ? 0 ( ach Copy of Will) 9. Litigation Proceeds Received [~ g (Attach Copy of Trust) 10 . Spousal Poverty Credit (date of Pneeeennuw...» between 12-31-91 and 1-1-95) ARLISLE, PA 17013 PLEASE USE ORIGINAL FORM ON Y Side 1 -' -^~~^ ~ - ~ ~~, ,~~ ~ wn nlusr BE COMPLETED. ALL CORRESPONDENCE AND CC Name ROBERT G. FREY Firm Name (If Applicable) FREY & TILEY First line of address 5 SOUTH HANOVER STREET Second line of address City or Post Office State ZIP ode CARLISLE PA 17 13 Correspondent'se-mail address: RFREY@FREYTILEY.COM Under penalties o oariurv I d~~ro ~„~ ~ ~.,.._ _.•__,_ _ , .. . Date of Birth ecedent's First Name MI EARL A souse's First Name MI BE FILED IN DUPLICATE WITH THE ISTER OF WILLS 3. Remainder Return (date of death f ~ priorta 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes h Q 11. Election to tax under Sec. 9113(A) (Attach Sch. O) TAX INFORMATION SHOULD BE DIRECTED TO Daytime Telephone Number 717-243-5~8 rv ~ ~ ~ ~© . ~~ REGISTER OF 3 USE OIVCY r~'a ~~~n -ro ~;-r~ ;~ ~`~ ~ ~ ~7 ~ _ r r -"s~ CT3 - - - -- • ••_•- ~~~~•~~• ~~u iewrn, rnauamg accompanying schedules nd statements, and t0 the best o my knowledl true, correct and corn lete. Dedaratien of re rer other than the ersonal re resentative is based on all formation of which re arer has an knowled~ SI RE OF ER RESPONSIBLE FOR ING RETURN DATE ADDRESS 9. •~ - 113 MERRIHILL DRIVE, CARLISLE, PA 17015 SIGNAT OF PRE R6 ER ]F{qN RESENTATIVE "~ DATE ADDRESS .Sp J~ 15056041114 .5 ~c.j~y'^'S' 15056041114 J ~ I I! J 15056042115 REV-1500 EX 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . 6. Jointly Owned Property (Schedule F) []Separate Billing Requested . , 7. Inter-V'rvos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested . . 8. Total Grosa Assets (total Lines 1-7) ....... . 1. Real estate (Schedule A)..,,,,•,,,.,••..••••.••.•••.•,••.•••,••.••• 1• 2. Stocks and Bonds (Schedule B) .................. . . . . • • , ...... 2. NONE 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. NONE 4. Mortgages & Notes Receivable (Schedule D) ................... . . . ..... , 4. NONE Oecedent'sivame: PEARL A JONES RECAPITULATION Decedent's Social Security Number • • • ... s. NONE •••••• ~. NONE ...... 8. 116000.00 4033.00 120033. on -• ~ ~,.Q~a~ .,senses ~ Aaministrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilkies, & Liens (Schedule I) ........ . 11. Total Deductions (total Lines 9 & 10) ...... . . . . . . . • • • , • 12. Net Value of Estate (Line 8 minus Line 11) ....................... . 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) . , ... , , , , , , 14. Net Value Sub ect to Tax Line 92 minus Line 13 .. , , , , , , • , , , TAX COMPUTATION -SEE INSTRUICTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 0 1ti. Amount of Line 14 taxable at lineal rate X .0 4 5 7 0 8 7 2• 17. Amount of Line 14 taxable at sibling rate X • 12 18. Amount of Line 14 taxable at collateral rate X . 15 19. TAX DUE .................................................. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN ••••• 9• 49161.00 • • ... 10. NONE ••••• 11. 49161.00 •....12. 70872.00 .... 13. 0.00 .. 1a. 70872.00 15. 0.00 0 1s• 3189.00 17• 0.00 18' 0.00 "• 1s. 3189.00 0 L 15056042115. Slde 2 15056042115 J REV-1500 EX Page 3 Decedent's Complete Address: 21-03-1 DECEDENTS NAME ADDRESS cITY Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 2925.00 C. Discount 146.25 3. Interest/Penalty if applicable Total D. Interest E. Penalty 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAI Fill to oval on Page 2, Ltne ~0 to request a refund. 5. 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 + 5q, This is the BALANCE DUE. Flle Number DECEDENTS SOCIAL SECURITY NUMBER 174-46-6017 STATE ZIP (1) 3189.00 (A+g+C) (2) 3071.25 (D + E) (3) 0.00 (4) 0.00 (5) 117.75 (5A) Make Check Payable to: REGISTER F WILLS, AGENT 117.75 ,.- ..~. ~ _ ~ - PLEASEANSWER THE FOLLOWING QUESTIONS BY PLACI ~ G AN "X" 1. Did decedent make a transfer and: IN THE APPROPRIATE BLOCKS a. retain the use or income of the property transferred : ............... Yes No b. retain the right to designate who shall use the property transferred or its ^ `II~CCJJ c. retain a reversionary interest; or ............................. . . d. receive the promise for life of either payments, benefits or care? . , .. , . 2. If death occurred after December 12, 1982, did decedent transfer property v without receiving adequate consid®rationl ............ . 3. .Did decedent own an "in trust for" or payable upon death bank account or s icome : ................ ^ ;hin one year of death .............. ^ urity at h• 4. Did decedent own an Individual Retirement Account, annuity, or other non-p obate property wh chathl.. ^ contains a beneficiary designation? ......... F THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLE E SCHEDULE G AND FILE IT AS PART OF THE RETURN. f?b - , __ For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate i' the use of the surnvmg spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. reposed on the net value of transfers to or for For dates of death on or after January 1, 1995, the tax rate imposed on the net value zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer 1 requirements for disclosure of assets and filing a tax return are still applicable even if 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 ~ the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) The tax rate imposed on the net value of transfers to or for the use of the decedent's li (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is is defined, under Section 9102, as an individual who has at least one parent in common with th~ `transfers to or for the use of the surviving spouse is a surviving spouse from tax, and the statutory e surviving spouse is the only beneficiary. of age or younger at death to or for ent [72 P.S. §9116(a)(1.2)]. beneficiaries is four and one-half Helve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling decedent, whether by blood or adoption. 217 REV-1502 EX+ (8-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDUL A REAL ESTA E tL A JONES FILE NUMBER All real property owned solely or as a tenant In common must be reported at fair mark t value. Fair market value is defined a the price at which property would be exchanged behreen a willing buyet and a willing seller, neither being compelled to Real property Which Is Jolntly.owned with right of survivors Ip must be disclosed on Schedule edge of the relevant facts. ITEM UMBER DESCRIPTION VALUE AT DATE ~ • House and lot of ground, 1707 Walnut Bottom Road, Carlis e, PA OF DEATH See HUD-1 settlement statement attached. 116,000 1 (If more space is needed assert add t oral sheets II f the same si e~ ation $ 217 REV-1508 EJ(+ (g_gg~ COMMONWEALTH OF PENNSYLVANIA INHERn"ANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPE TY Include the proceeds of litigation and the date the 1 Real estate tax proration, see HUD-1 settlement statement 2 Conseco Reimbursement 3 Conseco Reimbursement 4 Conseco medical insurance refund 5 Sale of personal property by Rowe's Auction 6 Pa. property tax rebate 7 South Middleton Township, sewer right of way 8 Shelby Insurance Refund 9 Foremost Insurance refund 10 Sale of cedar wood to Lehman Lumber 11 Dale Jones, Sr. Estate, insurance refund 12 Foremost Insurance Refund FILE NUMBER 21-03-156 were received by the estate. A' 735 28 28 1,259 816 273 49 118 499 20 186 22 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheet of the same size) 4,033 217 REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE FUNERAL EXPENS S & FILE NUMBER Debts of decedent must be ITEM NUMBER A DESCRIPTION FUNERAL EXPENSES: 1 • Hoffman-Roth Funeral Home 2• Dinner following Service 3• Eby Granite Works 4• Weslyan Church of the Cross B• ADMINISTRATIVE COSTS: ~ • Personal Representative's Commissions Name of Personal Representative (s) Dale F. Jones. Jr. Social Security Number(s) / EIN Number of Personal Representative(; Street Address City StaG Year(s) Commission Paid: 2• Attorney Fees 3• Family Exemption: (If decedent's address is not the same as claimant's, attach ~ Claimant Street Address City State Relationship of Claimant to Decedent 4• Probate Fees 5• Accountant's Fees 6• Tax Return Preparers Fees 7• Expenses of real estate sold, see itemization attached e• Bank fees on Schedule I. Zip I Waived Zip 6,961 250. 85 700 5,400 133 included w/ atty fee included w/ atty fee 35,610 22 (If more space is needed, insert additional sheet of the same size) ~~uiduon ~ 491 217 REV-1513 EX+ (9.00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NUMBER NAME AND ADDRESS OF PERSON S) RECEMNG PROPERTY I. TAXABLE DISTRIBUTIONS [inGude outright spousal distributions, and Vansiers Sec. 9118 (a) (1.2)] 1 Dale F. Jones, Jr. 2 Esther M. Hoover 3 Helen P. Carpenter SCHEDULE FILE NUMBER 21-03-156 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE JVII one third Daughter one third Daughter one third ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T ROUGH 18, AS APPROPRIATE, ON IREV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION T TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF R V-1500 COVER SHEET (it more space is needed, insert additional sheets of the same size) S A, JVryCs t, PEARL A. JONES, of So th Middleton Township {mailing addres 1707 Walnut Battom Raad, Cart le, Pennsylvania 17013} County, Pennsylvania, bein s. understandin g of cund and dis osin ~ Cumberland 9, do hereby make, p g mind, memory and Last Wilt and Testament hereby pe oicln and declare this as and for my Wilts by me at any time heretofor made. g and making void an Y and ail ~ • l direct my hereinafter debts and funeral expenses as convenient to do so. 2• Ali of the rest, resid; personal and mixed, and where; devise and bequeath in equal s their heirs and assigns, trey being Helen P. Carpenter. ~ Executors to pay ail of my just after my death as may be found and remainder of my estate, real, per the same may be situate, I give, is to my following three (~} children, ;her M. Hoover, Dale F. Jones, Jr., and 3• l hereby nominate, constlt to and appoint m Esther M. Hoover, Dale F. Jones, Jr, Y three (3} children, of this my i! ast Wilt and Testament anddi Hurthe PdiG~ tha r,none of shalt be required to ost Executors his or her duties in the Com onw althsotuPennsYlvaantiaui performanceea jurisdiction, or in any other IN WITNESS WHEREOF, I my Last Will and Testament ~ February, 1991. Signad, sealed, published and d Testatrix above-named, as and for he presence, who, in her presence, at h~ each other, have hereunto subscribed i hereunto set my hand and seat to this on one (1) page, this 19th day of A. Jones EAL} ared by PEARL A, JONES, the Last Will and Testament, in our request, and in the presence of names as attesting witnesses ~. ~ ~~ _ ~ „~`~ Final Medical Expenses Yellow Breeches EMS Forest Park Health Center Spring Road Family Practice Central Pa Medical Group Central Pa Medical Group 112 315 100 28 28 Expsnsss D/ r~N ssgb EI¢ysrls~s from MU0.1 sNOtKnsrd stmmnd MK Etl 7,267 MK Etl I I 13 ShNby GsuNty, rwl sstsq Insunnp 13 MK Ed I 202 MK Ed I 11 Grolyn MoOullgn, t4x wllKtor I 11 Apwsy 337 Jutly GmpbNl, tax oalgcgr 2~ MK Etl 133 Lwvn mowing 12 MK Ed 20 MK Ed 14 Jutly Campb~M, W oollscgr 14 Carolyn Moqui0ol, qx oolltxtor ~ MK Etl 1,p71 Mowlnp 13 MN Etl 30 MK Etl 11 MK Etl 12 RB'a Censlnrctlon 14 MK Etl 50 Apvny 16 MK Etl 237 BhNby Gw~6y InsurKlu 13 MK Etl 206 MK Ed 10 Judy CsmpbNl p MK Ed 200 Mows nil 7 MK Ed IZ MK Etl 7 MK Ed 7 Judy GmpbNl, Tot Glgetor 7 FormoK InwnMp 1,012 MK Etl 1,627 MK Ed 7 RpgeNnKd Wlntlow Inc 7 RrrpgesmKd Window, Ine. ~ Wq Jonp, Jr., ngtKON forwlntlaws 660 MK Ed 46 Apw'sY 7 MK Ed 2B6 MK Ed 9 l.ow~s'a, pNminp wpplW 11 MK Ed 72 Buburbm Entxpy 13 Brtny Noewr, Fumrrp Rp~y 342 Judy CampbNl, Tp DNIKtor 323 W. Kunlul, polllrp and bls s6np for swwr Iln~ 1 W Nome aPOR MtM~n suppler 760 CIIK1n Vwnp, ssw~r Ihq 110 8. MItldlNOn 7M'P Munldpsl AuMorlty, sswvr psrm6s 1,173 Oisnn Ywnp, Brnr Ilns 6,76p Morro pilot 1,176 Homo DspK 274 ForKnoK Inwmsp G 326 Judy Gmpbs0, tot odgKOr N6 Bluo MourlfNn Door Co N6 GRSn WmbK 2p4 Blue Moumain Door Co. 171 MK Etl 2p4 MK Ed 11 6MTMq 12 Suburban Ensryy pp Dauphin OII 3p3 MK Etl 346 Judy GmpbNl, Ta Gllrgr 6 MK Ed 223 MK Ed 6 Mowfnp 7 SMTMA Dp MK Etl p9 9ehroek'a Arbor 9srvles 7 Judy CsmphNl, Tor Colgogr 160 MK Etl p68 MK Etl 7 BMTMA 7 MK Etl pp MK Etl 12 Kouph's 00 BKHp 32 FormoK Irursnp G 347 MK Etl 333 Kouph's OII Ssrvla 70 MK Etl 216 BMTMA e7 MK Ed pp KoupNS OII SNVks 12 DNo Jonr, 9r. Esgq, Inaursnp ~ MK Etl iB6 SMTMq 130 Judy CampbNl, Tot CNlsegr ~ Kouph's OII SsMr 236 MK Ed 166 MK Ed p BMTMA 7 MK Etl iW Juay Campbs0, roc Gllsotor 7 MK Etl 1,OOp MK Ed 6 BMTMA e MK Ed ip Mowing p MK Ed 83 Bbdsr Lsntl Survy 6 OII 250 Togl otpmsss of rill afK~ 205 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES -;"~~''`_'f'" ~ ~"'~A'TYCE OF INHERITANCE TAX INHERITANCE TAX DIVISION `! 'AP,PRAIS~IdENT, ALLOWANCE OR DISALLOWANCE PO BOX 280601 jOF DEDWCTIONS AND ASSESSMENT OF TAX HARRISBURG PA 17128-0601 i'._ .~ _ .- -- REV-1547 EX AFP (12-08) ~~~9 ~~,~~ -2 P€~ l • 39 DATE 12-29-2008 ESTATE OF JONES PEARL A _ DATE OF DEATH 02-16-2003 (1 r~ "'l" ' FILE NUMBER 21 03-0156 V~'i J ~ , r ,` If~T ROBERT G FREY ~ COUNTY CUMBERLAND r~..~', ~, , P~ ACN FREY 8~ TILEY 101 APPEAL DATE: 02-27-2009 5 S HANOVER ST (See reverse side under Objections) CARLISLE PA 17013 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS ~-- _ -------------------------------------------------- _ REV-1547 EX AFP (12-08~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR -------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF JONES PEARL A FILE N0. 21 03-0156 ACN 101 DATE 12-29-2008 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) 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 C1) 116, 000.00 NOTE: To insure proper I2) .00 credit to your account, C3) .00 submit the upper portion of this form with your C4) • 00 tax payment. c5) 4,033 00 c6) .00 c7) .00 APPROVED DEDUCTIONS AND EXEMPTIONS: ~$) 120, 033.00 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig) 4 9,161.00 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions (10) 00 12. Net Value of Tax Return (11) 49.7 61 00 13. Charitable/Governmental Bequests; Non-elected 9113 Tru t ( C12) 70,872.00 14 N t V s s Schedule J) C13) .00 . e alue of Estate Subject to Tax C14) 70,872.00 NOTE: If an assessment was issued previously, l reflect figures that incl d ines 14, 15 and/or 16, 17, 18 and 19 will u e the total of ASSESSMENT OF TAX: ALL returns assessed to date. 15. Amount of Line 14 at Spousal rate C15) •00 X 00 00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 70,872.00 _ X 045 _ . 3,189 00 17. Amount of Line 14 at Sibling rate (17) .00 12 . 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 _ X 15 .00 19. Principal Tax Due _ X .00 TAX CREDITS• c19)= 3,189.00 DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 12-31-2003 CD003395 .00 09-16-2008 CD010273 2,925.00 .00 117.75 INTEREST IS CHARGED THROUGH 01-13-2009 TOTAL TAX CREDIT AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 3,042.75 REVERSE SIDE OF THIS FORM 146.25 INTEREST AND PEN. 99.51 TOTAL DUE 245.76 * IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. ~( FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE U A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or en]ovment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for Years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P. . Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OFWII,I,S,AGENT. Failure to pay the tax, interest, and Penalty due may result in the filing of a lien of record in the appropriate county, or the issuance of an Orphan's Court citation. REFUND CCR): 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 are available online at www revenue.state.Pa.us, any Register of Wills or Revenue District Office, or from the Department's 24-hour answering service for forms orders: 1-800-362-2050; services for tau payers with special hearing and/or speaking needs: 1-800-447-3020 CTT onlv)• OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance or disallowance of deductions or assessment of tax (including discount or interest) as shown on this Notice may ob]ect within 60 days of the date of receipt of this notice by filing one of the following: A) Protest to the PA Department of Revenue, Board of Appeals. You may ob.iect by filing a protest online a www boardofappeals.state.pa.us on or before the expiration of the sixty-day appeal period. In order for an electronic protest to be valid, You must receive a confirmation number and processed date from the Board of Appeals website. You may also send a written protest to: PA Department of Revenue, Board of Appeals, P.O. Box 281021, Harrisburg, PA 17128-1021. Petitions may not be faxed. B) Election to have the matter determined at the audit of the account of the personal representative. ADMIN- C) Appeal to the Orphans' Court. ISTRATIVE CORRECTIONS: 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, P.O. Box 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 4 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REY-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is Daid within three (3) calendar months after the decedent's death, a five percent C5%) discount of the tax paid is allowed. PENALTY: The 15% tau 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 end of the tax amnesty Period. This non-Participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one C1) day from the date of -death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) 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 near with that rate announced by the PA Department of Revenue. Rates for years 1982 through 1999 can be found in the Pennsylvania Resident Instruction Booklet, (REV-1501), the Pennsylvania Non-resident Instruction Booklet (REY-1736) or on the Pennsylvania Dept. of Revenue web site www.revenue.state.pa.us. The applicable interest rates for years 2000 through 2008 are: Interest Daily Interest Daily Interest Daily Rate Factor Year Rate Factor Year Rate Factor Year 9% .000247 2002 6% .000164 2000 8% .000219 2001 2003 5% .000137 2004 4% .000110 2005 5% .000137 2006 7% .000192 2007 8% .000219 2008 7% .000192 2009 5% .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen C15) 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. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Pearl A. Jones Date of Death: February 16, 2003 Will No. 21-03-156 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 (X) No ( ) 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: (a) Did the personal representative file a final account with the Court? Yes ( ) No (X ) (b) The separate Orphans' Court no. (if any) for the personal representative's account is: (c) Did the personal representative state an account informally to the parties in interest? Yes (X) No ( ) (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: May 26, 2009 ~ ~, Signature Robert G. Fre Name (Please type or prin ~7 ~ 5 South Hanover Street - `~ ~ ~ Pa 17013 Carlisle . _~ ;-, , _ ~ ~~- <_; ~- " (717) 243-5838 N ~, - °; p~ Capacity: ( )Personal Representative (X) Counsel for Personal Representative