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Home My WebLink About03-0172PETITION FOR PROBATE and GRANT OF LETTERS Estat'e of Fern I. Heilner also known as Deceased. Social Security No. 201~-18-5323 ' The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the in the last will of the above decedent, dated June 4, 2002 and codicil(s) dated No. To: Register of Wills for the County of Cumberland Commonwealth of Pennsylvania Co-Executors in the named ,:~ (state rele'vant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with ~ b,~r last family or principal residence at 210 Center Street (list street, number and muncipality) Decendent, then 78 years of age, died February 7, 2003 , at uo~o~,,~o wn~n~e~] Dauphin County, Pennsylvania ' Except as follows, decedent dic~ not marry, was not divorced and did not have a child born or adopted after execution of the will offered for prbbate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follmvs: (If domiciled in Pa.) All personal property $ 13,000.00 (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: 210 Center Street, Enola, East Pennsboro$ 78.000.00 Towns n~p, Cumberland County, PA 17025 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters Testamentary theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) Cheryl ~_len C~ OATH OF'PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ~ SS 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 ~he estate according to law. ~foern to_,o.r affirmep%t~.? subscribed 't'-. ._._ ore me tins ~ da.y~oL I' Connie Lou Cunningham [ (. ~ Februs~ · , ~zuu3 ~ -- . Donna NI. Otto, ~st DeplJt~.! ~L~~her-yl-X~ulien NO. 21-2003-172 Estate df Fern I. Heilner , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW February 26th, ~9 2003., in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated June 4, 2002 described therein be admitted to probate and filed of record as the last will of Fern I. Heilner and Letters Testamentary are hereby granted to F. ho,-yl C.11I l an anH Cnnni~ T.ou C.,nn-~ngh~m FEES Probate, Letters, Etc .......... $ 2138.00 Short Certificates( 3~ .......... $ 9.00 Reu_unciaticm. S ' x_}~ages ~j) ................ 9.00 JCP S. 10.00 TOTAL_ $. 228.00 Lawrence J. Neary, Esq. Ct. I.D. No. 25827 A/'TORNEY (Sup. C:. I.D. No.) 108-112 Walnut St., Harrisburg, PA 17101-1609 ADDRESS (717)238-4798 PHONE MAILED LETTERS TO ATIORNEY LAWRENCE J. NEARY ON 2-26-03 his is to certify that the information here given is correctly copied fi'om an original ccrtiGcatc Local Registrar. The original certificate will be forwarded to the State Vital Records ()fficc WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 89~3305 No. cai Rcgistra ~ FE 9-t 9-2003 ........... 1)ate Rev 2/87 NAME OF DECEDENT (F~r st M .:lclle. LiSl} COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH Fern I. Heilner 78 v,,. : COUNTY OF DEATH .,. Dauphin DECEOENT'S USUAL OCCUPATIO~ I KIND OF BUSINESS/INDUSTRY I of M~'k~g I~e~ do hal use ,,.. Waittress ,,b. Restaurant DECEOENT'~ MAILING ADO~ESS (St'eel. C~fTown. S~ale. Zip Codel ACTUAL 210 Center Street RE~m~CE ,.. Enola, Pa 17025 F^r HER'S NAME (F~. M~e. Lam) ,.. Ralph Sellers INFORMANT'S NAME (Type/Pri~) STATE FILE NUMBER ISEX ISOCIAL SECURITY NUMBER · .Female ,. 201 -- 18 -- 5323 ,.2/12/24 ,Paxtonia,Pa ,~J~ E~,--, G ~[3 ,"~ [] Harrisburg .d. Harrisburg Hospital ,.-~.~o,~ .... ,3. ,,.Widow c o~y vmen ce.flying Connie L. Cunningham ,z.. s~,. Pennsylvania ,r..co~,¥ Cumho_rl an8 2/12/03 White IMMEOaATE CAUSE (Final il ay, ~ m i~m [ DUE ~ c WAS AN AUTOPSYWERE AUTOPSY FINDINGS PERFORMED? AVAJLA~.E PRIOR TO COMPt. ETION OF CAUSE East Pennsboro MOTHER'S NAME {F.sL M~CiM. Mal~e~ Su.lame) ,,. Minnie Garver ]~15 Center St. o Enolao Pa 17025 ,.~,os,,o,.,.. ~ c.,.~ c_.~, - i~O~A~O,, c~,_. s,,. ~, ~. Rolling Green Mem Parkl Camp Hill, Pa 21e. 12,d. INAME AND AOORESS OF FACIUTY 2,..Sullivan F.H.,51 N. Enola Dr,Enola,Pa LICENSE NUMSER' ' O~'e SIGNED 1~3~. I~SC~.E.R~DTO ME~ J CEOFNJU -AlhOb.dd.. mc. ISpec~IV' .................. .,office J ~O~,~rlON {Slree(. Cd¥/Tow~. S~at®( ~IGNATURE AND TITLE OF CERT IER JCENSE NUMBER DATE SIGNED (Mot~. Oay Yeao DATE FILED (Momh. Day Yeao · ~'./ LAST WILL AND TESTAMENT OF FERN I. HEILNER I, Fern I. Heilner, of 210 Center Street, Enola, Cumberland County, Pennsylvania17025, 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 any and all prior Wills and all Codicils made by me at any time heretofore. ITEM 1. I direct that all my legally valid debts, funeral and administration expenses, and inheritance and estate taxes incurred on account of my death shall be paid by my personal representative out of my residuary estate as soon after my death as practicable. ITEM 2. I give, devise and bequeath-any vehicle that I may own at the time of my death to Robert Sellers. ITEM 3. I give, devise and bequeath my home and property located at 210 Center Street, Enola, PA 17025, excluding any personal property contained therein, to my daughter, Teresa Mae Strickland provided that she intends to reside in said property and takes possession of the property within ninety (90) days after the date of my death. In the event that she does not wish to reside in said property, then I direct that said property be sold and the proceeds be distributed to my residuary heirs, named below. ITEM 4. I give, devise and bequeath all the rest, residue and remainder of my estate, whether real, personal or mixed, together with all insurance policies thereon, to the following named beneficiaries in equal shares: Cheryl Cullen, Robert Sellers, Connie Lou Cunningham, Gloria Corkle, Harry Corkle, Jr., Russell L. Corkle, Sr. and Teresa Mae Strickland. ITEM 5. I authorize my Personal Representative to exercise the following powers, in addition to those given by law to be exercised in their sole discretion: a. To retain any or all assets of my estate, real, personal or mixed, without regard to any principle of diversification, risk or productivity. b. To sell at public or private sale, to exchange, mortgage or lease for any period of time, and to repair, alter or improve any real or personal property, and to give options for sales, exchanges or leases, for such prices and upon such terms and conditions as they deem proper. c. To compromise any claim or controversy. d. To make distribution hereunder in cash, in kind, or partly in cash and partly in kind. ITEM 6. No fiduciary acting hereunder shall be required to post bond or enter security in any jurisdiction. ITEM 7. I nominate, constitute and appoint Cheryl Cullen, of 739 Erford Road, Camp Hill, Cumberland County, Pennsylvania 17011 and Connie Lou Cunningham, of 215 Center Street, Enola, Cumberland County, Pennsylvania 17025 as Co-Executors of 2 F.I.H. this my Last Will and Testament. IN WITNESS WHEREOF, Testament, this I set my hand and seal to this, my Last Will and day of '~c-~ ,2002. Fern I. Heilner The preceding instrument, consisting of this and two (2) other typewritten pages, initialed at the bottom of each page for security purposes, was on the date thereof signed, published and declared by Fern I. Heilner, the Testatrix herein named, as and for her Last Will and Testament in our presence, who at her request, in her presence and in the presence of each other, have subscribed our names as witnesses whereof. Witness 3 COMMONWEALTH OF PENNSYLVANIA · · SS. COUNTY OF DAUPHIN · We, Fern I. Heilner, the Testatrix and the witnesses, respectively, whbJse names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last 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 witness and that to the best of her knowledge the Testatrix was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. Fern I. Heilner- Testatrix Sworn to and subscribed before me this day of .,~(.~RC~ ,2002 ~ N~ary Public JENNIFER L KOCH, ~ Pubi): j CERTIFICATION OF NOTICE UNDER RULE $.6(a) Name of Decedent: Fern I. Heilner Date of Death: February 7, 2003 Adm. No. 2003 - 00172 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was mailed to the following beneficiaries of the above captioned estate on March 3, 2003. Name Connie Lou Cunningham Cheryl Cullen Gloria Corkle Teresa Mae Strickland Robert Sellers Harry Corkle, Jr. Russell L. Corkle, Sr. Notice Date: Address 215 Center Street, Enola, PA 17025 739 Erford Road, Camp Hill, PA 17011 716 N 11th Street, Reading, PA 19604 320 E. Main Street, Middletown, PA 17057 170 Black Walnut Drive, Etters, PA 17319 210 Center Street, Enola, PA 17025 314 Upper Bailey Road, Newport, PA 17074 has now been given to all persons entitled thereto under Rule 5.6(a) except: None Harrisbld'rg PA 17/101-16/()9 (717)238-4798 ~,. (717)238-4793 - F~ PA I.D. No. 25827 Counsel for Personal Representatives BUREAU OF TNDZVZDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURg:. PA 17128-0601 COMMONWEALTH OF PENNSYLVANTA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1RO7 EX RFP (01-05) LAWRENCE J NEARY 108-112 WALNUT ST HBO PA 17101-1609 DATE 12-15-2005 ESTATE OF HEILNER DATE OF DEATH 02-07-2005 F'rLE NUMBER 21 05-0172 COUNTY CUMBERLAND ACN 101 I Amoun~ Rmmi~'ted FERN I HAKE CHECK PAYABLE AND REMIT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~:o your account, subei~: ~:he upper por~:ion of ~his fore wi~h your ~ax payment:. CUT ALONG THIS L'rNE ~ RETA'rN LOWER PORTION FOR YOUR RECORDS *-~ ESTATE OF HEILNER FERN I FILE NO. 21 03-0172 ACN 101 DATE 12-15-2005 THIS STATEHENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACM ZN THE NAHED ESTATE. SHO#N BELON ZSA SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE., AND, ZF APPLICABLE, A PROdECTED INTEREST FIGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTMENT: 06-09-2003 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 3,~22.75 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 06-25-2003 11-07-2003 CD0027~0 CD003217 .00 .00 205.37 1,600.00 INTEREST IS CHARGED THROUGH 12-30-2003 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORH.~ ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR}, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. } TOTAL TAX CREDIT 1,805.37 BALANCE OF TAX DUE 1,617.38 INTEREST AND PEN. 11.74 TOTAL DUE 1,629.12 PAYNENT: Detach the top portion of this Notice and submit eith your payment made payable to the name and address printed on fha reverse side. -- If RESIDENT DECEDENT make check or money order payabla to: REGISTER OF HILLS, AGENT. -- Tf NON-RESIDENT DECEDENT make check or money order payable to: COHHONHEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit) ehich mas not requested on the Tax Return, may be requested by completing an "Application for Refund of Pannsylvania Inheritance and Estate Tax" [REV-IS13). Applications era available at the Office of the Register of Hills) any of the 23 Revenue District Officas or from the Department's Iq-hour ansaaring service for forms ordering: 1-BOO-36Z-ZOSO; services ~or taxpayers with special hearing and / or speaking needs: 1-800-q~7-30ZO (TT only}. REPLY TO: questions regarding errors contained on this notice should be addressed to: PA Department of Revenue) Bureau of Individual Taxes, ATTN: Past Assessment Review Unit, Dept. 280601, Harrisburg) PA 17128-0601, phone [717) 787-6505. DISCOUNT: If any tax due is paid within three [$) calendar months after the decedent's death, a five percent (SZ) discount of the tax paid is allowed. PENALTY: The 15Z tax amnesty non-participation panalty is computed on the total of the tax and interest assessed) and not paid before January 18) 1996) the first day altar the end of the tax amnasty pariod. INTEREST: Interest is charged baginning 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 the rate of six (6Z) percent per annum calculated at e daily rate of .00016~. Ali taxes which became delinquent on and after January 1, 1982 mill bear interest at a rate which will vary frae calendar yaar to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 19aZ through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z ZOZ ,0005q8 1987 9Z .0002q7 1999 7Z .00019Z 1983 16Z .OOOq38 1988-1991 X1Z .000301 ZOOO 8Z .000219 198q IIZ .000301 199Z 9Z .O00Z~7 ZOO1 9Z .O00gq7 1985 13Z .OOOSS6 199~-199~ 7Z .O0019Z ZOOZ 62 .00016q 1986 IOZ .00027q 1995-1998 9Z .O00Zq7 ZO0~ 5Z .0001~7 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUlqBER OF DAYS DELINQUENT X DAXLY 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 sheen on the Notice) additional interest must be calculated. ?'2- REV. 150~ EX (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER COUNTY COOE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Z Heilner, Fern I. 201 -- 18 -- 5323 t'"t DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE tO February 7, 2003 February 12, 1924 REGISTER OF WILLS LLI (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ILl ~ 8. LLI 9. 10. 11. 12. 13. 14. tO 18. X [-~1. Original Return E~ 2. Supplemental Return [] 3. Remainder Return (date oldeath prior to 12-13-82) [~ 4. Limited Estate [~ 4a. Future Interest Compromise (date of death aft, er 12-12-82) [] 5. Federal Estate Tax Return Required ~6. Decedent Died Testate (A,ach ~py of Will) ~ 7. Decedent Maintained a Living Trust (A~a~ ~py o[ m~st) 8. Total Number of Safe Deposit Boxes ~ 9. Litigation Proceeds Received ~ 10. Spousal Povedy Credit (date oldeath be~een 12-31-91 and 1-1-95) ~ 11. Election to tax under Sec. g113(A)(A,ach Sch NAME COMPLETE MAILING ADDRESS Lawrence J. Neary, Esquire FIRM NAME(ffAp¢i~ble) 108-112 Walnut Street Harrisburg, PA 17101-1609 TELEPHONE NUMBER (717)238-4798 1. Real Estate (Schedule A) (1) $80,530, O0 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) F 4. Mortgages & Notes Receivable (Schedule D) (4) ~. 5. Cash, Bank Deposits & Miscellaneous Personal Properly (5) $2,700. O0 ~::::~. (Schedule E) 6. Jointly Owned Property (Schedule F) (6) $ 4,368.35 C:; ... [~ Separate Billing Requested Inter-Vivos Translers & Miscellaneous Non-Probate Properly (7) (Schedule G or L) Total Gross Assets (lotal Lines 1-7) Funeral Expenses & Administrative Costs (Schedule H) (9) Debts of Decedent, Modgage Liabilities, & Liens (Schedule I) (10) Total Deductions (total Lines 9 & 10) Net Value of Estate (Line 8 minus Line 11) $9,692.13 $1,845.19 OFFICIAL USE ONLY Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) (8) $87,598.35 (11) $!1_,537.32: (12) (13) 0 (14) $76,061.03 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) Amount of Line 14 taxable at lineal rate Amount of Line 14 taxable at sibling rate Amount of Line 14 taxable at collateral rate 19. Tax Due x .0 __ . (15) x .0 45 (16) $3~,4i22.75 x .12 (17) x .15 (18) (19) ~- 75__, ~ Decedent's Complete Address: STREET ADDRESS 210 Center Street CITY I STATE PA ZiP 17025 Enola I ~ Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits ( A + B + C ) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (1) __$3,422..75 (2) O (3) o (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE, (5) $3,422.75 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS IF THE ANSWER 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 property transferred or its income; ............................................ [] [] c. retain a reversionary interest; or .......................................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ...................................................................... [] [] If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. [] [] Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ..............[] [] Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...n...~..n...e......~...t...h...e...r......t;..h..a...n......~...i...f..e.......i..n...s...u...r...a...n..'.'.q.e.. ............................. ~ TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. ADDRESS 215 Center Street Enola, PA 17025 739' Erford~oa~- 'Camp Hill, PA 17011 DATE ADDRESS ~w~ ~/~ a~r ~i 108-~alnutvtreet. sburg. PA 17101-1609 ~o~ da~es o~ death om o~ a~e~ J~y ~, ~99~ and before Oam~a~ ~, ~998, ~he tax ~a[e ~mposed om ~he me~ w~e of ~amsfe~s [o o~ fo~ ~he ose of ~be s~v~nD spoose ~s ~o~ da~es o~ death om o~ a~e~ Oam~a~ ~, ~998, ~he ~ax m~e ~posed om ~he met va~ ~s to o~ fo~ ~b~ ose of ~be so~Mm~ s~ose ~s 0% [72 R$. Yhe sta~e does mo~ exemo~ a kamsfe~ ~o a so.MinD spouse from ~ax, a.~ [he s~ato[o~ mqobe~s fo~ d~sdosom of asse[s an~ ~m9 a ~ax mt~m are ~he so~MmD spouse ~s [he only beme~da~. ~o~ da~es of death om o~ a~e~ ~y L 2000: o~ a s~eppamm[ of ~he cb~d ~s 0% [72 RS. ~gJ~B(a)0.2)]. lhe ~ax ~a~e ~mposed o. ~hs .e~ vs~oe of ~mmsfem ~o o~ fo~ ~be oseo[ ~be decedem~'s ~.ea~ bene~dades ~s ~.8%, exce¢ as .o~ed ~ 72 RS. ~9~B(J,2) [72 RS] ~8(~)(~)]. ~mdMd~a~ ~ho has a~ ~eas~ one pamn~ ~n commo, w~h ~he decedent whe~he~ by b~d o~ REV-1502 EX+ (6-98~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Fern I. Heilner All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts, Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. $80,530.00 210 Center Street, Enola, Cumberland County, Pennsylvania (County Assessed value) 17025 TOTAL (Also enter on line 1, Recapitulation) $ 80,530. O0 (If more space is needed, insert additional sheets of the same size) ~-~ ~X * {~-9~ ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Fern I. Heilner Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1991 Dodge Spirit Household furnishings $1,700.00 $1,000.00 TOTAL (Also enter on line 5, Recapitulation) $2,700. O0 (If more space is needed, insert additional sheets of the same size) RE'V-1509 EX * (1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Fern I. He±lner 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 ADORESS RELATIONSHIP TO DECEDENT A. Connie L. Cunningham Daughter 215 Center Street Enola, PA 17025 JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institulJon and bank account number or similar identifying number. Attach DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT deed for jointly-held real es[ate. VALUE OF ASSET INTEREST DECEDENT'S INTERES 1. A. 2/7/01 PNC Bank account - 5140110634 $8,736.70 50% $4,368.35 TOTAL (Also enter on line 6, Recapitulation) $ 4,368.35 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Fern I. Heilner Debts of decedent must be reported on Schedule 1, ITEM NUMBER DESCRIPTION AMOUNT 5. 6. 7. 8. 9. 10. FUNERALEXPENSES: ~ Sullivan - Funera± Home Rolling Green Cemetary UFW - Reception ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State __ Zip Year(s) Commission Paid: Attorney Fees _ Lawrence J. Neary Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State __ Zip Relationship of Claimant to Decedent Probate Fees $228 + $25 Accountant's Fees Tax Return Preparer's Fees Sentinel (Advertising) Cumberland County Law Journal Postage Deed recording (Advertising) $5,245.80 $2,160.00 $803.00 TOTAL (Also enter on line 9. Recapitulation $ 9,692.13 (if more space is needed, insed additional sheets of the same size) $253.00 $108.75 $75.00 $7.08 $39.50 $1,000.00 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT OECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF Fern I. Heilner FILE NUMBER Include unreimbursed medical expenses. ITEM NUMBER 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. DESCRIPTION 2002 Cumberland County Real PP&L Comcast Verizon Visa - Bankcard Pinnacle Health Cardiovascular Associates Associated Cardiologists Quantum Imaging Moffit Heart Pinnacle Health Pinnacle Health Baltimore Life East Pennsboro Township PP&L Moffit, Pease Estate Taxes AMOUNT $300.87 $95.26 $57.70 $27.54 $7,12 $812.00 '$18.38 $1.74 $2.47 $13,92 $258.66 $24.25 $70.84 $96.00 $27.00 $31.44 TOTAL (Also enter on line 10, Recapitulation) $1,845.19 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00~, COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Fern I. Heilner RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I 1. o e e e II 1. ~XABLEDISTRIBUTlONS[includeoutrightspousaldistributions, andtransfersunder Sec. 9116(a)(1.2)] Connie Lou Cunningham 215 Center Street, Enola, PA 17025 Cheryl Cullen 739 Erford Road, Camp Hill, PA 17011 Gloria Corkle 716 N llth Street, Terisa S~rickland 320 E Main Street, Robert Sellers Reading, PA 19604 Middletown, PA 17057 170 Black Walnut Drive, Etters, PA 17319 Harry Corkle 210 Center Street, Enola, PA 17025 Russ Corkle 314 Upper Bailey Road, Newport, PA 17074 Daughter Daughter Daughter Daughter Son Son Son 1/7 1/7 1/7 1/7 plus real estate at 210 Center St. 1/7 plus vehicle 1/7 1/7 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE. ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) PN CBANK May S, 200~ Lawrence J. Near)' 108-112 Walnut Street Harrisburg~ PA 17101-1609 Estate of Fern I. Heilner, deceased SSN: 201/15/5323 DOD: 2/7/2003 D~r Mr. Near'j: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking Account Established 02/07/2001 Account #5140110634 FERN IRENE HER.N-ER CONNIE L CUNNINGHAM DOD balance: $8,736.70 (non-interest bearing) Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process any financial transactions or provide statements. If you need assistanc~ with any of these it~.s, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, Rachelle Wells 1-$00-762-1775 PT-PFSC-04-F 500 first Ave. Pittsburgh PA 15219 Member FDIC TOT~L P.01 LAST WILL AND TESTAMENT OF FERN I. HEILNER 21-2003-172 I, Fern I. Heilner, of 210 Center Street, Enola, Cumberland County, Pennsylvania1'~025, 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 any and all prior Wills and all Codicils made by me at any time heretofore. ITEM 1. I direct that all my legally valid debts, funeral and administration expenses, and inheritance and estate taxes incurred on account of my death shall be paid by my personal representative out of my residuary estate as s. oon after my death as practicable. ITEM 2. I give, devise and bequeath any vehicle that I may own at the time of my death to Robert Sellers. ITEM 3. I give, devise and bequeath my home and property located at 210 Center Street, Enola, PA 17025, excluding any personal property contained therein, to my daughter, Teresa Mae Strickland provided that she intends to reside in said property and takes possession of the property within ninety (90) days after the date of my death. In the event that she does not Wi~h to reside in said property, then I direct that said property be sold and the proceeds be distributed to my residuary heirs, named below. ITEM 4. I give, devise and bequeath all the rest, residue and remainder of my estate, whether real, personal or mixed, together with all insurance policies thereon, to the following named beneficiaries in equal shares: Cheryl Cullen, Robert Sellers, Connie Lou Cunningham, Gloria Corkle, Harry Corkle, Jr., Russell L. Corkle, Sr. and Teresa Mae Strickland. ITEM 5. I authorize my Personal Representative to exercise the following powers, in addition to those given by law to be exercised in their sole discretion: a. To retain any or all assets of my estate, real, personal or mixed, without regard to any principle of diversification, risk or productivity. b. To sell at public or private sale, to exchange, mortgage or lease for any period of time, and to repair, alter or improve any real or personal property, and to give options for sales, exchanges or leases,t'or such prices and upon such terms and conditions as they deem proper. c. To compromise any claim or controversy. d. To make distribution hereunder in cash, in kind, or partly in cash and partly in kind. ITEM 6. No fiduciary acting hereunder shall be required to post bond or enter security in any jurisdiction. " ITEM 7. I nominate, constitute and appoint Cheryl Cuilen, of 739 Erford Road, Camp Hill, Cumberland County, Pennsylvania 17011 and Connie Lou Cunningham, of 215 Center Street, Enola, Cumberland County, Pennsylvania 17025 as Co-Executors of 2 F.I.H. this my Last Will and Testament. IN WITNESS WHEREOF, I set my hand and seal to this, my Last Will and Testament, this _ ~ day of /~¢-'''r''-'~"~ _, 2002. Fern I. Heilner The pieceding instrument, consisting of this and two (2) other typewritten pages, initialed at the bottom of each page for security purposes, was on the date thereof signed, published and declared by Fern I. Heilner, the Testatrix herein named, as and for her Last Will and Testament in our presence, who at her request, in her presence and in the presence of each other, have subscribed our names as witnesses whereof. Witness COMMONWEALTH OF PENNSYLVANIA ' · SS. COUNTY OF DAUPHIN ' We, Fern I. Heilner, the Testatrix and the witnesses, respectively, whbJse names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last 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 witness and that to the best of her knowledge the Testatrix was at the. time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. Fern i. Heilner- Testatrix Wi Sworn to and subscribed before me this ~+k day of ~(~ ,2002 0 Pu ,c NOTARLAL SEAL JENNIFER L KOCH, Not~'y Pubiic ~ Commission Expires May 3, 2~0e Register of Wills of Cumberland County Estate of Fern I. Heilner also known as INVENTORY No. 2003-00172 Date of Death ]~hr,,~ry 7, 2003 , Deceased Social Security No. ?~1-1,8-5323 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and ell of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of thisjnventory. IANe verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: L~wr~nce J. Neary: Esquire LD. No.: 25827 Address: 108-112 Walnut Street Harrisburg, PA 17101-1609 Personal Representanve: Telephone: (717)238-4798 RW-8 Description 210 Center Street, Enola, Cumberland County 1991 Dodge Spirit Household furnishings PNC Bank account - 5140110634 (joint account with C. Cunningham) Value $80,530.00 $1,700.00 $1,000.0o $8,736.70 Total: $91,966.70 (Attach Additional Sheets if necessary) NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item. but such figures should not be extended into the total of the Inve~tory. BUREAU OF INDIVIDUAL TAXES INHERTTANCE TAX DZVZSTON DEPT. 280601 HARRISBURG, PA 171Z8-0601 LAWRENCE J NEARY 108-112 WALNUT ST HaG COHHONWEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSNENT OF TAX PA 17101-1609 DATE ESTATE OF DATE OF DEATH FILE NUNBER COUNTY ACN 06-09-2005 HEILNER 02-07-2005 2Z 05-0172 CUHBERLAND 101 Amount Remitted REV-l$47 EX AFP (01-05) FERN I HAKE CHECK PAYABLE AND RENZT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX ESTATE OF HEILNER FERN I FILE NO. 21 05-0172 ACN 101 DATE 06-09-200:5 TAX RETURN NAS: (X} ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) $. Closely Held Stock/Partnership Znterest (Schedule C) ($) ~. Nortgeges/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) ($) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEHPTZONS: 9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) (9) 10. Debts/Hortgege Liabilities/Liens (Schedule I) (10) 11. Tote1 Deductions 12. Net Value of Tax Return 80~5:50.00 .00 .00 .00 Z~700.O0 4~:568.:55 .00 (8) 9,69Z. 1:5 1,845.19 (11) (12) NOTE: To insure proper credit to your account, submit the upper portion of this fore with your tax peyaent. 87,598.35 ]].537.32 76,061.03 1~. NOTE: ASSESSNENT OF TAX: 15. Amount of Line 1~ at Spousal rate 16. Amount of Line lq taxable at LineaZ/CZass A rate 17. Amount of Line 1~ et Sibling rate 18. Amount of Line :L~ taxable at Collateral/Class B rata 19. Principal Tax Due TAX CREDZTS: PAYNENT I RECETpT DATE NUHBER Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) Net Value of Estate Subject to Tax (lq) Zf an assessment Nas issued previously, lines 14, 15 and/or 16, 17, reflect flgures that include the total of ALL returns assessed to date. PAYHENT HUST BE HADE BY 11-07-Z00:5~. ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 76,061.03 18 and 19 will (zs) .00 x O0 = .00 (z6) 76,061.0:5 x 045= :5,422.75 (ZT) .00 x 1Z = .00 (~8) .00 x 15 = .00 (19)-- 3,422.75 ANOUNT PAID .00 3,422.75 .00 :5,422.75 ( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) INTEREST/PEN PAID (-) TOTAL TAX CREDIT BALANCE OF TAX DUE ~NTEREST AND PEN. TOTAL DUE RESERVATION: Estates of decedents dying on or before December 1Z, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the laaful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYMENT: REFUND (CR3: OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section 21qO of the Inheritance and Estate Tax Act, Act Z~ of ZOO0. (7Z P.S. Section 91qO). Detach the top portion of this Notice and submit mith your payment to the Register of Nills printed on the reverse side. --Make check or money order payable to: REgXSTER OF NXLLS, AGENT A refund of a tax credit, which Nas not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications are available at the Office of the Register of Willsj any of the Z$ Revenue District Offices, or by calling the special lq-hour answering service for forms ordering: 1-800-361-Z050; services for taxpayers with special hearing and / or speaking needs: 1-SO0-~q7-30ZO (TT only). Any party in interest not satisfied Nith the appraisamantj allowance, or disalloNance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object Nithin sixty (60) days of receipt of this Notice by: --Nritten protest to the PA Department of Revanue~ Board of Appeals, Dept. ZBIOZ1, Harrisburg~ PA 17118-10Z1, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in Nriting to: PA Department of Revenue~ Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17118-0601 Phone (717) 787-650S. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid Nithin three (3) calendar months after the decedent's daathj a five percent (SI) discount of the tax paid is allowed. The 1SI tax amnesty non-participation penalty is computed on tho total of the tax and interest assessad~ 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 is charged beginning Nith first day of delinquency, or nine (9) months and one (1) day from the data of death, to the date of payment. Taxes which became delinquent before January l~ 1981 bear interest at the rate of six (61) percent per annum calculated at e daily rate of .00016~. All taxes Nhich became delinquent on and after January 1~ 1982 Nill bear interest at a rate Nhich Nill vary from calendar year to calendar year Nith that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1981 ZOZ .0005fi8 1987 9Z .OOOZq7 1999 71 .00019Z 1983 16Z .000q38 1988-1991 llZ .000301 ZOO0 8Z .000219 1981 llZ .000301 199Z 91 .O00Zi7 ZOO1 91 .O00Zi7 1985 131 .000356 1993-199fi 7Z .000192 ZOOZ 6Z .00016~ 1986 101 .00027q 1995-1998 91 .0002~7 2003 51 .000137 --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 Nill 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 Noticej additional interest must be calculated. TO: REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE CARLISLE, PA 17013 FOR YOUR INFORMATION: LAWRENCE J. NEARY ATTORNEY AT LAW 108-112 WALNUT STREET HARRISBURG, PA 17101-1609 Telephone: (717) 238-4798 FAX: (717) 238-4793 DATE: June 25, 2003 FILE NO.: 030011 RE: Estate of Fern L. Heilner; Estate No. 21-03-0172 COMMENTS: Dear Sir or Madam: Enclosed please find a partial payment in the amount of $205.37 to be applied toward the Inheritance Tax as per the attached invoice. Please return a receipt to my attention in the envelope that I have enclosed for your convenience. La/~eJ. Neary LAWRENCE J. NEARY ATTORNEY A~T LAW 108-112 Walnut Street Harrisburg, PA 17101-1609 [~P, i~ o.B- WEALTH OF PENNSYLVAN'rA BUREAU OF INDIVIDUAL TAXES TNHERITANCE TAX DIVTSTON DEPT. 280601 HARRTSDURG, PA 17128-0601 DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOHANCE OR DISALLOHANCE OF DEDUCTIONS AND ASSESSHENT OF TAX '03 ,JUN 26 Ail :~9 LAWRENCE J NEARY 108-112 WALNUT ST HBO ~ 17101'1609 CUT ALONG TH'rS LINE ~ RETAIN LOWEr. ~-~ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACM REV-16(7 EX AFP 06-09-2005 HEZLNER FERN Z 02-07-2005 Z! 03-0172 CUMBERLAND !0! Amoun~ Remi~ed I 7 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: RESISTER OF WILLS CUMBERLAND CO COURT HOUSE 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. REV-1162 EX(11-96) CD 002740 NEARY LAWRENCE JR ESQ 108-112 WALNUT STREET HARRISBURG, PA 17101 ........ fold ESTATE INFORMATION: SSN: 201-18-5323 FILE NUMBER: 2103-01 72 DECEDENT NAME: HEILNER FERN I DATE OF PAYMENT: 06/26/2003 POSTMARK DATE: 06/25/2003 COUNTY: CUM BERLAN D DATE OF DEATH: 02/07/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $205.37 REMARKS: TOTAL AMOUNT PAID: $205.37 SEAL CHECK# 1999 INITIALS: JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDTVTDUAL TAXES TNHERTTANCE TAX DTVTSTON DEPT. Z80601 HARR/SBURG, PA 17~2&-0601 COHHONWEALTH OF PENNSYLVAN'rA DEPARTHENT OF REVENUE ZNHER'rTANCE TAX STATEMENT OF ACCOUNT RE¥-Ii07 EX AFP cgl-O3) LAWRENCE J NEARY '0_~ JUL 11 108-112 WALNUT ST HBG PA 17 k~;~?)609 Ct,n,._-.; .. .~ DATE 07-07-2003 ,i' ESTATE OF HEILNER DATE OF DEATH 02-07-2003 FILE NUHBER 21 03-0172 '~1 .2~COUNTY CUMBERLAND ACM 101 Aeoun'k Reei~ed FERN I HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credi( (o your account, subml~ ~he upper por~:ion of (his fore wi~:h your (ex payeen~. CUT ALONG TH'rS LINE ~* RETA?N LOWER PORT'rON FOR YOUR RECORDS REV-1607 EX AFP (01-03) ### 'rNHERITANCE TAX STATEHENT OF ACCOUNT ESTATE OF HEILNER FERN I F'rLE NO.Z! 03-0172 ACN 101 DATE 07-07-Z003 THIS STATEMENT TS PROVTDED TO ADV/SE OF THE CURRENT STATUS OF THE STATED ACM IN THE NAMED ESTATE. SHOWN BELOW TS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATTON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, TF APPLICABLE, A PROJECTED TNTEREST FTGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTHENT: 06-09-2003 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): $,~ZZ.75 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-25-2003 CDOOZ7~O .00 205.37 PAYMENT MUST BE MADE BY 11-08-Z003~. IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE 1S LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT' {CR), TOTAL TAX CREDTT 205.37 BALANCE OF TAX DUE $,217.38 INTEREST AND PEN. .00 TOTAL DUE 3,217.38 YOU HAY BE DUE A REFUND. SEE REVERSE S/DE OF THIS FORH FOR TNSTRUCTTONS. ) PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF HILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COHHONHEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which ams not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-151$). Applications are available at the Office of the Register of Hills, any of tho Z5 Revenue District Offices or frae the Department's Z4-hour answering service for fores ordering: 1-800-56Z-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-~47-50Z0 (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. 280601, Harrisburg, PA 171Z8-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid eithin three ($) calendar months after the decadent's death, a five parca~t (SZ) discount of the tax paid is allowed. PENALTY: The ISZ 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 end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date af death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (SI) percent par annum calculated at a daily rate of .00016~. All taxes ahich became delinquent on and after January 1, 198Z will bear interest at a rate which ail1 vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through 2005 ara: Interest Daily interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z 20Z .0005q8 1987 9Z .0002q7 1999 7Z .00019Z 1985 16Z .000~58 1988-1991 IZZ .000501 ZOO0 8Z .O00Z19 198~ XXZ .000301 199Z 9Z .O00Z~7 ZOOX 9Z .O00Z~7 1985 13Z .000356 1993-199~ 7Z .00019Z ZOOZ 6Z .00016~ 1986 IOZ .O00ZT~ 1995-1998 9Z .0002~7 ZOO5 5Z .000157 --Interest is calculated as folloes: INTEREST = BALANCE OF TAX UNPA/D X NUHBER OF DAYS DELTNQUENT 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. BUREAU OF 'rNDZVZDUAL TAXES TNHER'rTANCE TAX DTVTSTON DEPT. 180601 HARRI'SBURG., PA 17118-0601 CONNONHEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE ZNHERZTANCE TAX STATEt4ENT OF ACCOUNT RE¥-1607 EX ~FP C01~OS) LANRENCE J NEARY 108-112 NALNUT ST HBG PA 17101-1609 DATE ESTATE OF DATE OF DEATH FZLE NUMBER COUNTY ACN 07-07-200:5 HETLNER FERN 02-07-200:5 11 0:5-0171 CUHBERLAND 101 Amoun'l: e oo , HAKE CHECK PAYA~,LE AND REHZT PAYHENT TO: REGI'STER OF NTLLS CUMBERLAND CO COURT HOUSE CARLTSLE, PA 1701:5 NOTE: To Ansure proper cred/'c ~o your account, subm/~ ~he upper por~.on of ~hAs fore ffi~h your ~8x payment. CUT ALONO THTS LTNE ~- RETATN LONER PORTTON FOR YOUR RECORDS 'M PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF NILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONNEALTN OF PENNSYLVANIA. TO: REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE 1 COURTHOUSE SQUARE CARLISLE, PA 17013 FOR YOUR INFORMATION: LAWRENCE J. NEARY ATTORNEY AT LAW 108-112 WALNUT STREET HARRISBURG, PA 17101-1609 Telephone: (717) 238-4798 FAX: (717) 238-4793 DATE: November 7, 2003 FILE NO.: 030011 RE: Estate of Fern I. Heilner No. 2003-00172 COMMENTS: Enclosed please find the Inheritance Tax Statement of Account and a check in the amount of $1,600.00. Also enclosed is a self addressed stamped envelope for the receipt to be returned to me. Lawre~~eary ( LAWRENCE J. NEARY ATTORNEY AT LAW 108-112 Walnut Street Harrisburg, PA 17101-1609 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 003217 NEARY LAWRENCE JR ESQ 108-112 WALNUT STREET HARRISBURG, PA 17101 fold ESTATE INFORMATION: SSN: 201-18-5323 FILE NUMBER: 2103-01 72 DECEDENT NAME: HEILNER FERN I DATE OF PAYMENT: 11/10/2003 POSTMARK DATE: 11/07/2003 COUNTY: CUMBERLAND DATE OF DEATH: 02/07/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $1,600.00 TOTAL AMOUNT PAID: ~ 1,600.00 REMARKS: TERESA M STRICKLAND C/O LAWRENCE J MEARY SEAL CHECK# 191 INITIALS: DO RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS BUREAU OF 'rND/VIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 28060i HARRISBURG., PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ZNHERZTANCE TAX STATEHENT OF ACCOUNT REV-IG07 EX AFP (01-OS) LAWRENCE J NEARY 108-112 WALNUT ST HBG PA 17101-1609 BATE 12-15-2005 ESTATE OF HEILNER DATE OF BEATH 02-07-2005 FILE NUMBER 21 05-0172 COUNTY CUMBERLAND ACN 101 Amount Remi i:ied FERN I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLANB CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper crmdi~ ~o your account, submi~c ~hm upper portion of ~his form with your ~¢ax payment. CUT ALONG THIS L'rNE ~.~ RETAIN LOWER PORT/ON FOR YOUR RECORBS *~ ESTATE OF HEILNER FERN I F'rLE NO. 21 05-0172 ACM 101 BATE 12-15-2005 TH'rS STATEMENT IS PROVIDED TO ADV/SE OF THE CURRENT STATUS OF THE STATED ACM ZN THE NAMED ESTATE. SHOWN BELOW 'rs A SUMMARY OF THE PRTNCIPAL TAX DUE, APPL/CAT/ON OF ALL PAYMENTS, THE CURRENT BALANCE., AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-09-2005 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 5,~22.75 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-25-2005 11-07-2005 CD002740 CD005217 .00 .00 205.57 1,600.00 INTEREST IS CHARGED THROUGH 12-50-2005 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM.~ TOTAL TAX CREDIT IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDIT/ONAL /NTEREST. ZF TOTAL DUE /S LESS THAN $1, NO PAYMENT /S REQU/RED. IF TOTAL DUE /S REFLECTED AS A 'CREDIT' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE S/DE OF TH/S FORM FOR /NSTRUCT/ONS. ) 1,805.57 BALANCE OF TAX DUE 1,617.38 INTEREST AND PEN. 11.74 TOTAL BUE 1,629.12 PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA. REFUND (CA): A refund of a tax credit, which Nas not requested on the Tax Return, may ba requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications are available at the Office of fha Register of Rills, any of the Z$ Revenue District Offices or from the Department's Z4-hour ansaering service for forms ordering: 1-800-$BZ-ZOSO~ services ~or taxpayers with special hearing and / or speaking needs: 1-800-4~7-3020 (TT only). REPLY TO: guastions regarding errors contained an this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone [717) 787-650S. DZSCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5Z) discount of the tax paid is allowed. PENALTY: The 15Z 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 end of tho tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and onm (1) day from the date of death, to the date of payment. Taxes which became delinquent before January l, 1982 bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .O0016q. All taxes ahich 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 announced by the PA Department of Revenue. The applicable interest rates far 1982 through Z003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 ZOX .O00SqB 1987 9X .0002q7 1999 71 .000192 1983 16Z .O00q3B 19BB-1991 llZ .000301 ZOO0 8X .000Z19 1984 112 .000301 1992 92 .000247 ZOO1 92 .0002~7 1985 132 .000356 1993-1994 72 .000192 ZOOZ 62 .000164 1986 102 .000274 1995-1998 92 .000247 Z003 52 .0D0137 --Interest is calculated as follo~s: INTEREST = BALANCE OF TAX UNPAID X NUIJBER OF DAYS DELINQUENT X DAZLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date sho~n on the Notice, additional interest must be calculated. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/10/2005 NEARY LAWRENCE JR ESQ 108-112 WALNUT STREET HARRISBURG, PA 17101 RE: Estate of HEILNER FERN I File Number: 2003-00172 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in.the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 2/07/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, REGISTER OF WILLS cc: File Personal Representative(s) Judge 1..1.._ 0(-," Lt.! CJ L.i: - C) , ~, l.i,1 C.~; CC C) U L.U CL STATUS REPORT UNDER RULE 6.12 Name of Decedent: Fern I. Heilner Date of Death: February 7, 2003 Will No.: Admin. No.: 7001-00172 Pursuant to Rule 6.12 of the Supreme Court Orphans' Comi Rules, I rej)Oli the following with respect to completion of the administration of the above-captioned estate: 1. State whether admini~ation of th~ estate is complete: , Yes 0 No Ia' ()'1'P,,,d ,,,,~"'v.-t-a.V\c-e '-rQ.)( ,.eVV\.a'V1~ 2. lithe answer is No, state when the personal representative reasonably believes that the administration will be complete: / add ,+,c-Yi&l( )/ ea r 3. lithe answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No 0 b. The separate Orphans' Comi No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts maybe filed with the Clerk of the Orphans' Court D""~k oM=Yb,-'ootO~:d-fa Lawrence J. Nearv. Esouire Name N C) "':.;~ I-- [1._ r-. 108-112 Walnut St., Harrisburg, PA 17101-1609 Address ..,~ 0... IL C) (717)238-4798 Telephone No. '-,~ -"'.. CJ' LL!~, ' uti-':': LC o U Capacity: ",,:;-: n Personal Representative 0unsel for personal representative -) ~~"':"J = =, "" ) Cumberland County - Register Of wills One Courthouse Square Carlislet PA 17013 Phone: (717) 240-6345 Date: 1/04/2006 NEARY LAWRENCE JR ESQ 108-112 WALNUT STREET HARRISBURGt PA 17101 RE: Estate of HElLNER FERN I File Number: 2003-00172 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 RULESt NO. 103 SUPREME COURT RULES DOCKET NO. It for decedents dying on or after July It I992t the personal representative or his counselt within two (2) years of the decedent's deatht shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 2/07/2006 Your prompt attention to this matter will be appreciated. Thank You. SincerelYt ,~l~/J~~ GLENDA FARNER ;;~~;~~~ REGISTER OF WILLS cc: File Personal Representative(s) Judge \)1/ LAWRENCE]. NEARY ATTORNEY AT LAW 108-112 WALNUT STREET HARRlSBURG, P A 17101-1609 Telephone: (717) 238-4798 FAX: (717) 238-4793 File No.030011 February 10, 2006 Cumberland County Courthouse Attn: Register of Wills 1 Courthouse Square Carlisle, P A 17013 c'."', RE: Estate of Fern I. Heilner Adm. No.: 2003-00172 Dear Sir or Madam: Enclosed please find an updated Status Report regarding the Estate of Fern 1. Heilner. Please enter the original into the docket and return a stamped in copy to my attention in the envelope enclosed for your convenience. As indicated in the Status Report, the inheritance tax remains unpaid and thus the administration of the Estate is not concluded. If there are any questions or problems, please do not hesitate to contact me. LJN/jlk Enclosures cc: Connie Lou Cunningham, Co-Executrix Cheryl Cullen, Co-Executrix Very truly yours, /1U'7(-vj. I Neary .~..V'lf..' !'.;:-/ \~,....:\ f~i ~ \',..\ '~i 'c\ \~ ~J ~ ~ _ ~ _.'1... _....,; _...IL"-::"'j"!illl_ _.J!: 1';"'""'t_____:1_ __-." _-_..2 .0_...,..,-.-,..!!-- Jl"....~1::)l:s;I\.le!' 1lJlJi. "1" JLJ!.l!.Si QJiJL \0 1i.lLl!.JdlIUI\CJr Jl.a.JUlU v<uiUlilULj STATUS REPORT Ul\l"DER RULE 6.12 Name of Decedent: . Fern 1. Heilner Date ofDeatb_: Febr 7 ?OO" uary. ~ Estate No.: 2003-00172 . 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 an~ni~tion of the estate is complete: Yes 0 No I.k:I""" 2. If the answer is No, state when the personal representa~ive reasonably believes th~t the administration will be complete: I a d & j t I "\1 tt. ( ilotor . -.:::c- h k er I 'tot{ e---+-t0', I ,/';~ . . "1 ' I <::::-VV\a ~ 11J,; UIYlf"1. ''''-' . 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 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state al1 account informally to the pa.."iies in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: ,)110 I () lP , ~H Name 108-112 Walnut Street, Harrisburg, PA 17101-1609 Address c~") (717)?1R-L..798 T'elephone No. (_oJ Ca:paciti: LJ ?eTsvnal P~epresen:a!i-v{~ J::J r,.,.,-<<"l .c~_ '''e--n-.-1 --------t-..:.v'" xx.;. ,-,'J~#il~,-,_ ..!..:.;.!. }.t 1.. ;)JlJ.Q._ 1. C}J..!. CbC..!....!.. Q,1,..1. ....... i_ w COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 - REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 006529 NEARY LAWRENCE JR ESQ 108-112 WALNUT STREET HARRISBURG, PA 17101 -------- fold ACN ASSESSMENT CONTROL NUMBER AMOUNT EST ATE INFORMATION: SSN: 201-18-5323 FILE NUMBER: 2103-0172 DECEDENT NAME: HElLNER FERN I DATE OF PAYMENT: 04/06/2006 POSTMARK DATE: 04/05/2006 COUNTY: CUMBERLAND DATE OF DEATH: 02/07/2003 101 $300.00 TOTAL AMOUNT PAID: $300.00 REMARKS: LAWRENCE J NEARY, ESQ CHECK# 274 SEAL INITIALS: RSK RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 EX AFP (03-05) LAWRENCE J NEARY 108-112 WALNUT ST HBG PA 17101-1609 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 04-24-2006 HEllNER 02-07-2003 21 03-0172 CUMBERLAND 101 FERN I 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 HEllNER FERN I FILE NO.21 03-0172 ACN 101 DATE 04-24-2006 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: 06-09-2003 PRINCIPAL TAX DUE: 3,422.75 PAYMENTS (TAX CREDITS): INT I\T REV PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-25-2003 CD002740 .00 205.37 11-07-2003 CD003217 .00 1,600.00 04-05-2006 CD006529 .00 300.00 " , - EREST IS CHARGED THROUGH 05-09-2006 TOTAL TAX CREDIT 2,105.37 THE RATES APPLICABLE AS OUTLINED ON THE ERSE SIDE OF THIS FORM.* BALANCE OF TAX DUE 1,317.38 INTEREST AND PEN. 196.06 II IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 1,513.44 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), vnll MAV RI' nilI' .l RI'I'UND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. 1 I~ h~f\~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NEARY LAWRENCE JR ESQ 108-11 2 WALNUT STREET HARRISBURG, PA 17101 ______n fold ESTATE INFORMATION: SSN: 201-18-5323 FILE NUMBER: 2103-0172 DECEDENT NAME: HElLNER FERN I DA TE OF PAYMENT: 06/12/2006 POSTMARK DATE: 06/12/2006 COUNTY: CUMBERLAND DA TE OF DEATH: 02/07/2003 NO. CD 006820 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $200.00 I I I I I I I I TOTAL AMOUNT PAID: $200.00 REMARKS: TERESA M STRICKLAND CHECK# 285 SEAL INITIALS: CM RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS TO: CUMBERLAND COUNTY COURTHOUSE ATTN: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE, P A 17013 LAWRENCE}. NEARY ATTORNEY AT LAW 108-112 WALNUT STREET HARRISBURG,PA 17101-1609 Telephone: (717) 238-4798 FAX: (717) 238-4793 FOR YOUR INFORMATION: DATE: une 8, 2006 FILE NO.: 030011 I , RE: Estate of Fern I. Heilner Fite":No. 2103-0172 _-COMMENTS: Enclosed please find check no. 285 which represents payment for the inheritance Please send a receipt to my attention in the envelope enclosed for your _ conveni-e.nce . c-~- .; / :1 L.) Lawrelfc I BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT LAWRENCE J NEARY 108-112 WALNUT ST HBG PA 17101-1609 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 06-12-21 HEllNER 02-07-21 21 03-0] CUMBERU 101 OJ{J). C( MAKE CHECK PAYABLE AND REGISTER OF WILLS CUMBERLAND CO COUR' CARLISLE, PA 1701: NOTE: To insure proper credit to your account, submit the upper portion of this form CUT ALONG THIS LINE --+ RETAIN lOWER PORTION FOR YOUR RECORDS + --------------------------- LA~NCEJ.NEARY HARRISBURG iP",\.. 1'71 ATIORNEY AT LAW 108-112 WALNUT STREET HARRISBURG,PA 17101 1.2 jUL 2i\..N;J6 Pt-~ SUi CUMBERLAND COUNTY COURTHOUSE A TTN: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE, PA 17013 i 7Ci i :::*:::::;.3~2. \1II1B IIlIl\ IIl1l1n liB 111\\ IlIill COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT TERESA M STRICKLAND 320 EAST MAIN STREET MIDDLETOWN, PA 17057 u______ fold ESTATE INFORMATION: SSN: 201-18-5323 FILE NUMBER: 2103-0172 DECEDENT NAME: HElLNER FERN I DATE OF PAYMENT: 07/13/2006 POSTMARK DATE: 07/12/2006 COUNTY: CUMBERLAND DATE OF DEATH: 02/07/2003 NO. CD 006965 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $ 200 .00 I I I I I I I I TOTAL AMOUNT PAID: $200.00 REMARKS: TERESA M STRICKLAND CHECK# 290 SEAL INITIALS: WZ RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL H\XES DEPT :280601 HARRISBURG, F'A 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT STRICKLAND TERESA M 320 EAST MAIN ST MIDDLETOWN, PA 17057 ____u__ fold ESTATE INFORMATION: SSN: 201-18-5323 FILE NUMBER: 2103-0172 DECEDENT NAME: HElLNER FERN I DA TE OF PA YMENT: 08/09/2006 POSTMARK DATE: 08/08/2006 COUNTY: CUMBERLAND DA TE OF DEATH: 02/07/2003 NO. CD 007078 ACN ASSESSMENT CONTROL NUMBER AMOUNT . .... -..... ... . 101 I $200.00 I I I I I I I I $200.00 ... TOTAL AMOUNT PAID: REMARKS: TERESA M STRICKLAND CHECK# 295 SEAL INITIALS: WZ RECEIVED BY: REGISTER OF WILLS -3 GLENDA FARNER STRASBAUGH REGISTER OF WILLS -.. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 8-8-do r-V\€C\S " . , . ~ _ <c S~~ U0 c, re~p'\-, \\" ~ (.\ \J ~\C'lf).O . . \. r. \: ,-,-,- ~ (:IL G:&(\ \" \.lQ.J\- CCI\\.Jtt\\(';Yllt, c --'thG.""lI.-1~-l ! LAWRENCEJ.NEARY AITORNEY AT LAW 108-112 WALNUT STREET HARRISBURG, PA 17101 -- - -~--- ~~~~~_... COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT ~ REV-1607 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 07-10-2006 HEllNER 02-07-2003 21 03-0172 CUMBERLAND 101 FERt 09 Amount Remitted -ft.~ro. (p MAKE CHECK PAVABLE AND REMIT PA VMEI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 account, submit the upper portion of this form with your tax ~IN LOWER PORTION FOR YOUR RECORDS +-- -..r ~ , > '~<... C:,''' PM' >::) oX _ d C' , ~ 8 AUG ';I lL,.~:? 0 () S,' ._- ---...., -- ---------= ------- ----...::= -.----- ----.. CUMBERLAND COUNTY COURTHOUSE A TTN: RECISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE, PA 17013 i1Di3+33S2-9S C002 1111111111 ill 11111 I \ Illn III i i III i i I i Ii 1111 i 1111 ill i Ii III I ii COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NEARY LAWRENCE JR ESQ 108-11 2 WALNUT STREET HARRISBURG, PA 17101 _u_uu fold ESTATE INFORMATION: SSN: 201-18-5323 FILE NUMBER: 2103-0172 DECEDENT NAME: HElLNER FERN I DATE OF PAYMENT: 09/15/2006 POSTMARK DATE: 09/14/2006 COUNTY: CUMBERLAND DA TE OF DEATH: 02/07/2003 NO. CD 007205 ACN ASSESSM ENT CONTROL NUMBER AMOUNT 101 I $200.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: STRICKLAND TERESA M CHECK# 300 SEAL INITIALS: AJW RECEIVED BY: REGISTER OF WILLS $200.00 GLENDA FARNER STRASBAUGH REGISTER OF WILLS - ~ :.'" ....l ;<\", N rI UJ ~ ~ <.I> ::> fo.- ~ 0 iJ., t;l ~ :r. .... tt D' ~ ::>'" ~ .~ 0'" t!' 'Jj 0.. U::!UJ ...... Ul ~;:~ ti ljj ct. 't Zu.::>1'O 4: ::>OO~ :t rI O~(/)O UUlUJr--- O....(/)~ Z!!!::>c:( c:(OOa.. ....I UI :r. - ~~....UJ UJ ..D'~ COZ::>- 2....0....1 :::>...u~ uC~u s ~ ...; ~ l < ~ ~o ~ l;9.~ :5 ~- ~r-< ....~~ ~3ci ~<~ 2~S ~~2 <~~ ~::I: o ~o ()L (:JC . :.0 -0--; )> ,-"'" . l ....... ^ ......., c:::) c::;:) 0"'\ (/) f1"1 -0 U1 ):::0- --,.... -::.- N - - - - .. - :; -: .. - - - - ... ... - - - ;::: .. - - - .., ~ :: - {'., 11' r~' t') -t- ,-.:' ..... o \"~ ..... Xl n., CJ CJ J:J o f'T1 c..:J C"") }j C-) fTl c .... z CUI > ..Ii fjiua z> ZUI Ula= Dou. 11.0 Ot- %~ t-z ..It- Ca= IIIc 10- ~= ~ u ,... III '" I t-4 III e Co ~ )( U.I Z ..... 0' '" '" W ... \.1.. I ~ ...c J'l)Nc::a Cl Cl,....~ Cl Cl....<t NO'NCl,..J I W I I 0' \l\~""'J'I)W C),..JClClCIQ I t-4' ~ .... a-WN....::sCl Cl~ClNU.... % ~ Ulffi ~~I u.:) IIIOZ>- III~UlUI~ ~~~~6~ ~UI~u.uC I- Z x:) 40 I-U U We( Uu. ~O I-t- HZ IltW Ws ::Cw Z H~ t- en 13 ~ l- ~! c;: g~ ~ ~E ~ M = ... i~ ~ MI-"'C \l.U.I~Co o~:i ::tCN::) C~)(~ I&I~Q'" ",~CllCX: ::t:ZQ~ cD...o.:S: 0'\ Cl ~. IC' ~ ~ ~' o I r-n ~. ~:q ~ /'- 0.; ,;=~ );2 ~ _J~l ~ ):o.:'CI-$ ..0 w:) - :'CJ--~~ ~ .J> ,..l ..,<t 3' W UN ~.... W.... 0'1 3ClD <tCl ,..J.... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 REV-1162 EX(11-96) HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 007313 NEARY LAWRENCE JR ESQ 108-112 WALNUT STREET HARRISBURG, PA 17101 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold ---------- -------- 101 I $200.00 ESTATE INFORMATION: SSN: 201-18-5323 I FILE NUMBER: 2103-0172 I DECEDENT NAME: HElLNER FERN I I DATE OF PAYMENT: 10/17/2006 I POSTMARK DATE: 10/16/2006 I COUNTY: CUMBERLAND I DATE OF DEATH: 02/07/2003 I I TOT AL AMOUNT PAID: $200.00 REMARKS: CHECK# 304 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ~ ~ ~ ~ ffig -. ~t- ~(I)- r,.:l<E-<.( U 0-1 ;:l p., Zl;(3g ~~~~ ~ O-S ! -< ~) ~,-, ....:ILS;_I <:...) Q- .. L.L.: C) Go-- LLJ C' 0;:--: c:c ,':J----: C>" , lC..) L1:.! Ct::' Cr: r,.:l rJ) ::> o :c S OrJ) U~ ~~~ Z~::> ::> 0 O~ o rJ)~ U~r,.:l~ ,",_rJ)~ lo-li-oI ::> < ~~O~ .......~:c .- ~~S; ~~8~ u-<.....u .. o ~ 00 0\ t- 1'..., 000\ ~~ ,-. I t-oo -.... tN ,-. ., t- 8- ot ~ - - JC oc:r ,...... - l- e...> C> 2g c::::. c--...r ....-4 ....-4 o o <..- .. tit ':')0"".' r-~ ~ .) 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C.T) ...4 Cl \~o' ..... ~ % ~ ~~ ~.jS: CI) 0 ~ ,:.( ~ .- . ,;J. rf) {"- ..., .- {;51~~< U ~.oa p.. z\ ~~ ; ~ .... ~ < <~.~ ~ .......... '---~"- \," r.{\ .cD orp,GE. CY r,t)v. .\j~.~.r. en tf. \N~ \~) ,..,r0'''\\L.h v' PENNSYLVANIA \,"\C\J.\\" INHERITANCE AND ESTATE TAX \ Vl' '2.: '2.& OFFICIAL RECEIPT 1~~~ St.~ - . . rNO. CD 006965 ~" gO\J~\ ~~D CO.. ~~ a. COMMONWEAL TH OF PENNS'~ .. 'P"'" DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: TERESA M STRICKLAND 320 EAST MAIN STREET MIDDLETOWN, PA 17057 n______ told ... ESTATE INFORMATION: SSN: 201-18-5323 FILE NUMBER: 2103-0172 DECEDENT NAME: HElLNER FERN I DATE OF PAYMENT: 07/13/2006 POSTMARK DATE: 07/12/2006 COUNTY: CUMBERLAND ,.. DATE OF DEATH: 02/07/2003 REV-1162 EX(11-96) AMOUNT CONTROL NUMBER 101 I $200.00 I I I I I I I I TOTAL AMOUNT PAID: $200.00 REMARKS: TERESA M STRICKLAND CHECK# 290 SEAL INITIALS: WZ RECEIVED BY: TAXPAYER GLENDA FARNER STRASBAUGH REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NEARY LAWRENCE JR ESQ 108-11 2 WALNUT STREET HARRISBURG, PA 17101 ______n fold ESTATE INFORMATION: SSN: 201-18-5323 FILE NUMBER: 2103-0172 DECEDENT NAME: HElLNER FERN I DA TE OF PAYMENT: 11/22/2006 POSTMARK DATE: 11 /22/2006 COUNTY: CUMBERLAND DATE OF DEATH: 02/07/2003 NO. CD 007472 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $200.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 307 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $200.00 GLENDA FARNER STRASBAUGH REGISTER OF WILLS ---- _,.... ,....,nf'rr~\ (\:\C$,r- C\r \,J;'\\ \y-',\ ;\-\J $ \ ,J'- J 1 \\.",)'~.' ,..JL-- g "'" ~\ o ~ ~ "'" o -" '$ '; "'" ~ \A ~ t-" · "'" '0 ~ , . -\ ~ \\ ~ ~\ "'" ., ~ '& ~ , 10 ' ~ ~ ~ \1\ -0 \ C) ~ ~ ~t '#0 i ~ '\ (1~~ .,0 ., ~ ~ (i) ~ '\ f"" i>>t ~ C) -\ ~~~ ~ e: t~~ .,0 ~ '" ~C) ~O _"'" (1 -" -V ('l ~ -; 1"O~ $ ': ~~c;. -" ..... c::. \J\ o <<::) ~ .. ~""" ~. ~ ~ c::. ~ ~ , \ '0 \ ~ s~t-" '2. 1\\\\1> \\~ ~l\ \'~ 2: S ~~~~ r Cl " ,"' 9~\ \ Olil'W '~;:,'f.?\ . C' \\,I'\/:~~ ~, \,'J?~ ,v,! , c::. tf\ ~~ \A:.(. ~ -0 .". ~ -l ~ c:> ~ \ \ ~ 0" c:> ..0 \~\\ ~"';:.~ i\\~ -o~.-\.... ,.. ,.. ~ ... ~ 1:' ~ ~~ ':. ~~ \ ~d " ~c:. ~ i~ "'" ~ ~ . ~ ~ d\ ~ t-\ ~\ ~i t.~ \~\i ~~ ~o o~ 0' 1\ (') "" ~ "J' tft ~ (') "" - (')~l 0"-= ~ ~ 1\cS~cS ~~,",~~!4 qi~;1~'" ~...o'" ""e1\ \d~ t;'; S ro)<<::)~~ ~CJ."",ro)~\ c:> - \...... ~ ~~<<::)~~<<::) ~~\~~ _ <<::) ro) <<::) , ~ <<::) <<::) ~.....~ 0" ~ro) 111 ~ 0'(\ ~ "$. ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE .:)r:rl~~~ TAX ~T:~1~'1':~'~\/ACCOUNT !,~<>~:1i_~,1 ~ C;""i '.)1' \;\';' :__:.~; '* REV-1607 EX AFP (03-05) LAWRENCE J NEARY 108-112 WALNUT ST HBG PA 17101-1609 2D06 JUL I 7 AM I P'A;J;!' itri#tTE OF DATE OF DEATH ClER< C)F FILE NUMBER ORPH,6J',rS (rV !,OCOUNTY ('/ 1" .!~ ,'- :~ ':::. 1 D.l.u Vv.J\ ' ) Au.. 07-10-2006 HEllNER 02-07-2003 21 03-0172 CUMBERLAND 101 AIIount R_l tted FERN I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLEI PA 17013 NOTE: To Insure proper credit to your accountl subllit the upper portion of this fora with your t_ pa~nt. CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) ... INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF HEllNER FERN I FILE NO.21 03-0172 ACN 101 DATE 07-10-2006 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELON IS A SUMMARY OF THE PRINCIPAL TAX DUEl APPLICATION OF ALL PAYHENTSI THE CURRENT BALANCE I ANDI IF APPLICABLE I A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-09-2003 PRINCIPAL TAX DUE: 31422.75 PAYMENTS (TAX CREDITS): IN1 AT REV PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) ... SUMMARY OF ~LL 005 PAYMENTS ... 06-12-2006 .00 21505.37 EREST IS CHARGED THROUGH 07-25-2006 TOTAL TAX CREDIT 21505.37 THE RATES APPLICABLE AS OUTLINED ON THE ERSE SIDE OF THIS FORM.. BALANCE OF TAX DUE 917.38 INTEREST AND PEN. 210.92 . IF PAID AFTER THIS DATEI SEE REVERSE TOTAL DUE 11128.30 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A nCREDI~' (CRll YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l cJ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OFFiCE ClNHERITANCE TAX . ':'$1~TEMENT OF ACCOUNT *' REV-1607 EX AFP (03-05) , S'-') I ,~ ZGUb ,"d \ b 3:03 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-05-2006 HEllNER 02-07-2003 21 03-0172 CUMBERLAND 101 ...... ...,t... MAKE CHECK PAYABLE AND REMIT PAYMENT TO: FERN I LAWRENCE J NEARY or 108-112 WALNUT ST HBG PA 17101-1609 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLEI PA 17013 NOTE: To insure proper credit to your eccountl sub.it the upper portion of this fore with your t.x p.yeent. CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- REV-1607 EX AFP (03-05) ... INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF HEllNER FERN I FILE NO.21 03-0172 ACN 101 DATE 09-05-2006 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED E~ATE. SHOWN BELOW IS A SUlltARY OF THE PRINCIPAL TAX DUEl. APPLICATION OF ALL PAYI1ENTSI THE CURRENT BALANCEI ANDI IF APPLICABLE I A PROJECTED INTEREST FIguRE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-09-2003 PRINCIPAL TAX DUE: 31422.75 PAYMENTS (TAX CREDITS): INT AT REV PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) ... SUMMARY OF ALL 007 PAYMENTS ... 08-08-2006 .00 21905.37 EREST IS CHARGED THROUGH 09-20-2006 TOTAL TAX CREDIT 21905.37 THE RATES APPLICABLE AS OUTLINED ON THE ERSE SIDE OF THIS FORM.. BALANCE OF TAX DUE 517.38 INTEREST AND PEN. 216.62 . IF PAID AFTER THIS DATEI SEE REVERSE TOTAL DUE 734.00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN .11 NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CRll YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INsTRUCTIONS. l ~ BUREAU OF INDIVIDUAL TAXES INHERITANtE TAX DIVISION PO lOX 28.601 HARRISBURC PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE oErnqnrn (j~FI(,,;: nfJ:NHERITANCE TAX Il_UJI,-,,--_, ...... \,':I:~1ATEMENT OF ACCOUNT "i",,) . REV-1607 EX AFP (03-05) c=r' LAWRENCE J NEARX:U' 108-112 WALNUT ST HBG PA 17101-1609 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 06-12-2006 HElLNER 02-07-2003 21 03-0172 CUMBERLAND 101 AIIount R_i tted FERN I 2006 .JUN 27 PH 2: 06 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, s~it the upper portion of this for. with your tax paYDBnt. CUT AtONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- --------------------------------------------------------------------------- REV-L607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTAlIE OF HElLNER FERN I FILE NO. 21 03-0172 ACN 101 DATE 06-12-2006 THIS ATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A RY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAY"ENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PRO~ECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-09-2003 PRINtIPAL TAX DUE: 3,422.75 PAVM~NTS (TAX CREDITS): INT AT REV P~VMENT RECEIPT DISCOUNT (+) AMOUNT PAID ATE NUMBER INTEREST/PEN PAID (-) 06-25-2003 CD002740 .00 205.37 11-07-2003 CD003217 .00 1,600.00 04-'05-2006 CD006529 .00 300.00 05-09-2006 CD006679 .00 200.00 EREST IS CHARGED THROUGH 06-27-2006 TOTAL TAX CREDIT 2,305.37 THE RATES APPLICABLE AS OUTLINED ON THE ERSE SIDE OF THIS FORM.* BALANCE OF TAX DUE 1,117.38 INTEREST AND PEN. 206.57 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 1,323.95 SIDE FOR CALCULATION OF ADDITIONAL INT~REST. ( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. ) vi COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE orN\\'OC\""j "r:~~t'IfflITANCE TAX ~ C\A!;\ )t':~:$~~~tNT OF ACCOUNT '......:--i\ I"~ ,_", BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 200& DEe 28 PH 3: 05 CI ":Cw nr !..-l_i ii \ ,.../r ORP\.J.".\\"::: (',r\\ '\Yf l -,.'-",;' \, ,\ <,~)\'J ~j \ ; C.I)'"'''' ~ P" t ~. " , l~\ LAWRENCE J NEARY 108-112 WALNUT ST HBG PA 17101-1609 DATE ESTATE OF DATE OF DEATH FILE HUMBER COUNTY ACN 12-11-2006 HEllNER 02-07-2003 21 03-0172 CUMBERLAND 101 [ Allount Rellitted REV-1607 EX AFP (03-05) FERN I rllT r.IONG THIS LINE _. - _. - .-.-- --+ RETAIN LOWER PORTION FOR YOUR RECORDS 111 { ,S~r {q MAKE CHECK PAYABLE AND REMIT PAYMENT TO: j +- - ----- REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE' To ..sur. prop.r ered" '0 your .eeoun" ...... 'he uppor por"on of .... fo" .... your 'ox payoon'. TO: CUMBERLAND COUNTY COUR~l!S.E(1rl\C~ A TTN: REGISTER OF WILLS f-;~-,;\ji""'nLu '-", - 1 COURTHOUSE SQUARE CARLISLE, P A 17013 20nG DEe 28 PM 3: 05 FOR YOUR INFORMATION: DATE: December 26, 2006 RE: Estate of Fern I. Heilner File No. 2103-0172 COMMENTS: Enclosed please find the final payment. LAWRENCE]. NEARY ATTORNEY AT LAW 108-112 WALNUT STREET HARRISBURG,PA 17101-1609 Telephone: (717) 238-4798 FAX: (717) 238-4793 FILE NO.: 030011 LAWREN€E J. NEARY ,,< ATTORNEY AT LAW 1 08-112 Walnut Street Harrisburg, P A 17 I 01-1609 -- - RECVt REGIS 2006 OEe 28 Pl"i 3: 05 i 70 i :::+:::::=:"32 HARJRISffORG PP. 171 27 DEe 2006 prvt 4 T rlJLurJ , . i:-nlDCbOr , (t~ t-..."" 'Ifl III " ,Ill" 1l111l"II,"I1",II""'IllI,II,'"I,I""II,1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT TERESA M STRICKLAND 210 CENTER STREET ENOLA, PA 17025 __nnn fold ESTATE INFORMATION: SSN: 201-18-5323 FILE NUMBER: 2103-0172 DECEDENT NAME: HElLNER FERN I DA TE OF PAYMENT: 12/28/2006 POSTMARK DATE: 12/27/2006 COUNTY: CUMBERLAND DA TE OF DEATH: 02/07/2003 NO. CD 007621 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $136.19 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 31 0 SEAL INITIALS: CJ RECEIVED BY: REGISTER OF WILLS $136.19 GLENDA FARNER STRASBAUGH REGISTER OF WILLS ",' Dl\tD (ftft Cr r,b.fi\,,~cn ('IC \N\\L~) ,."..-r,I.,\L.'"' VI \ PENNSYLVANIA r\\::..\);0\ \ INHERITANCE AND ESTATE TAX \ V~ 2,,2,0 OFFICIAL RECEIPT 1~n~ St.~ ... , orNO. CD 006965 ~~ COUR\ _\}NO CO., W\ COMMONWEALTH OF PENNS'i"ll^/Ill DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: REV-1162 EX(11-96) TERESA M STRICKLAND 320 EAST MAIN STREET MIDDLETOWN, PA 17057 -------- fold 'l' . ESTATE INFORMATION: SSN: 201-18-5323 FILE NUMBER: 2103-0172 DECEDENT NAME: HElLNER FERN I DA TE OF PAYMENT: 07/13/2006 POSTMARK DATE: 07/12/2006 COUNTY: CUMBERLAND (~ DATE OF DEATH: 02/07/2003 AMOUNT 101 I $200.00 I I I I I I I I TOTAL AMOUNT PAID: $200.00 REMARKS: TERESA M STRICKLAND ~ . 'j# (. I' CHECK# 290 SEAL INITIALS: WZ RECEIVED BY: TAXPAYER GLENDA FARNER STRASBAUGH REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXESC'" ",:-;:-"T: INHERITANCE TAX DIVISION ,. , .. PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE I INHERITANCE TAX :STATEMENT OF ACCOUNT REV-1607 EX AFP (03-05) r"'.,.... 08 2005 OCT 23 C:i It: (,I" LAWRENCE J NE~Y' 108-112 WALNUr'ST HBG PA it, DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-10-2006 HEllNER 02-07-2003 21 03-0172 CUMBERLAND 101 FERN I 17101-1609 Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: CUT ALONG THIS LINE NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 REV-1607 EX AFP (03-05) --------------------------------------------------------------------------- --+ RETAIN LOWER PORTION FOR YOUR RECORDS +- ... INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF HEllNER FERN I FILE NO. 21 03-0172 ACN 101 DATE 10-10-2006 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: 01-21-2006 PAYMENTS (TAX CREDITS): PRINCIPAL TAX DUE: 3,422.75 PAYMENT DATE RECEIPT NUMBER ... SUMMARY OF DISCOUNT (+) INTEREST/PEN PAID (-) ~LL 008 PAYMENTS ... .00 AMOUNT PAID 09-14-2006 3,105.37 INTEREST IS CHARGED THROUGH 10-25-2006 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM.. TOTAL TAX CREDIT 3,105.37 BALANCE OF TAX DUE · IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL DUE 317.38 218.53 535.91 INTEREST AND PEN. ( 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. ) ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2110601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE . ;~i-' tPlltElUTANCE TAX i 'stlT.IiM5iNT OF ACCOUNT *' REV-1607 EX AFP (03-05) LAWRENCE J NEARY 108-112 WALNUT ST HBG PA 17101-1609 CLERK OF ORPH/\~J'S COURT C1 I, ,,...r....)' r'(\ p,r. lJ l ;',/1 ::"::. L: ;. ~l . ;,_,: I,.j, ~ - t"\ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-13-2006 HElLNER 02-07-2003 21 03-0172 CUMBERLAND 101 AIIoW\t R_I tted FERN I 2006 NOV 27 Pi~l 3: 32 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To Insura propar credit to your .ccount, ~It t~ upper portion of this for. with your tax payaent. CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ... --------------------------~------------------------------------------------ ... INHERITANCE TAX STATEMENT OF ACCOUNT ... REV-1607 EX AFP (03-05) ESTATE OF HElLNER FERN I FILE NO.21 03-0172 ACN 101 DATE 11-13-2006 THIS STATEItENT IS PROVIDED TO ADVISE Of THE CURRENT STATUS OF THE STATED ACN IN THE twtED ~STATE. SHOWN BELON IS A SlI1ItARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIIURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-21-2006 PRINCIPAL TAX DUE: 3,422.75 PAYMENTS (TAX CREDITS): INT AT REV PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) ... SUMMARY OF ALL 009 PAYMENTS ... 10-16-2006 .00 3,305.37 EREST IS CHARGED THROUGH 11-28-2006 TOTAL TAX CREDIT 3,305.37 THE RATES APPLICABLE AS OUTLINED ON THE ERSE SIDE OF THIS FORM.. BALANCE OF TAX DUE 117.38 INTEREST AND PEN. 218.95 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 336.33 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 ttA Y BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORt1 FOR INSTRUCTIONS. ) ..-., ,~-, "-, --'. -.. ;-~, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE r :' , INHERITANCE TAX STATEMENT OF ACCOUNT BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 . ~ " ~ REV-1607 EX AFP (03-05) LAWRENCE J NEARY 108-112 WALNUT ST HBG PA 17101-1609 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 07-31-2006 HEllNER 02-07-2003 21 03-0172 CUMBERLAND 101 FERN I Anount Renitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: CUT ALONG THIS LINE NOTE: To insure proper credit to your account, subnit the upper portion of this forn with your tax paynent. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 REV-1607 EX AFP (03-05) --------------------------------------------------------------------------- --+ RETAIN LOWER PORTION FOR YOUR RECORDS +- *** INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF HEllNER FERN I FILE NO.21 03-0172 ACN 101 DATE 07-31-2006 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: 06-09-2003 PRINCIPAL TAX DUE: 3,422.75 PAYMENTS (TAX CREDITS): INT AT REV PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) *** SUMMARY OF ALL 006 PAYMENTS *** 07-12-2006 .00 2,705.37 EREST IS CHARGED THROUGH 08-15-2006 TOTAL TAX CREDIT 2,705.37 THE RATES APPLICABLE AS OUTLINED ON THE ERSE SIDE OF THIS FORM.* BALANCE OF TAX DUE 71 7 . 38 INTEREST AND PEN. 213.31 II IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 930.69 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" (CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/25/2007 NEARY LAWRENCE JR ESQ 108-112 WALNUT STREET HARRISBURG, PA 17101 RE: Estate of HElLNER FERN I File Number: 2003-00172 -. 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.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 lS due by: 2/07/2007 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 Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (71 7) 24 0 - 6345 Date: 1/25/2007 CUNNINGHAM CONNIE LOU 215 CENTER STREET ENOLA, PA 17025 ..,... .- RE: Estate of HElLNER FERN I File Number: 2003-00172 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.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: 2/07/2007 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 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (71 7) 240 - 6345 Date: 1/25/2007 CULLEN CHERYL ..... 739 ERFORD ROAD CAMP HILL, PA 17011 RE: Estate of HElLNER FERN I File Number: 2003-00172 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.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: 2/07/2007 ...... 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, .~~MJ~ ,/ / Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel \ Pa. O.e.Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Fern 1. Heilner Date of Death: February 7, 2003 File Number: 2003-00172 Pursuant to Pa. O.C. Rule 6.12, 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: . . . . . . . . . . . . . . . . . . .. ~es 0 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 representa~i~efile a final account with the Court? . . . . . .. 0 Yes ~ 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? ............................... IB"Yes 0 No d. Copies of receipts, releases, joinders and approvals of forni.al or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date ;/}9/07 / ' .-' o Personal Representative Lawrence J. Neary, Esquire Name of Person Filing this Form ' 108-112 Walnut Street Address HRrriRburg. PA 17101-1609 0:'/:1 r l.- (717)?1R-47qR Telephone ..--- . FormRw..-lO .!:ev: 10,13.06 " ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 1-r-(\0R~1 ''-0 nFF,Ar (,. ~-:[:,)\) :)i: I U 'IV:_i:INHERITANCE TAX \,'Jl$TATEMENT OF ACCOUNT c , I., ..~ '..' '* REV-1607 EX AFP (03-05) 2006 DEe I 5 AM II = 34 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-11-2006 HEllNER 02-07-2003 21 03-0172 CUMBERLAND 101 FERN I CLERK OF ORPHANS CQ\dRT .i'll' '~"-f-"f! !', \ p~, LAWRENCE J NEARvv.\ ~-, ",.' 108-112 WALNUT ST HBG PA 17101-1609 Allount RelliUed MAKE CHECK PAYABLE AND REMIT PAYMENT TO: CUT ALONG THIS LINE NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 REV-1607 EX AFP (03-05) --------------------------------------------------------------------------- --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF HEllNER FERN I FILE NO.21 03-0172 ACN 101 DATE 12-11-2006 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYHENTS. THE CURRENT BALANCE. AND. IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-09-2003 PRINCIPAL TAX DUE: 3.422.75 PAYMENTS (TAX CREDITS): BAL PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) ~~~ SUMMARY OF ~LL 010 PAYMENTS ~~~ 11-22-2006 82.62- 3.505.37 ANCE OF UNPAID INTEREST/PENALTY AS OF 11-23-2006 TOTAL TAX CREDIT 3.422.75 BALANCE OF TAX DUE .00 INTEREST AND PEN. 136.19 . IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE 136.19 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT.. (CR). YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE .If:UU;~I!rANCE TAX :~!ATE'1ENr.. OF ACCOUNT *' ZOO 7 FEB - 2 PH' Q/'JE .. /2: ~ATE OF CI -r I DATE OF DEATH ~UI< OF FILE NUMBER C~Rf}fi1!.NS COURT COUNTY LAWRENCE J NEARY ~~CN 108-112 WALNUT ST HBG PA 17101-1609 REV-1607 EX AFP (03-05) 01-29-2007 HElLNER 02-07-2003 21 03-0172 CUMBERLAND 101 FERN I Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: CUT ALONG THIS LINE NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- REV-1607 EX AFP (03-05) --------------------------------------------------------------------------- *** INHERITANCE TAX STATEMENT OF ACCOUNT *** 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. ESTATE OF HElLNER FERN I FILE NO. 21 03-0172 ACN 101 DATE 01-29-2007 DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-21-2006 PRINCIPAL TAX DUE: 3,422.75 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) *** SUMMARY OF ~L LOll PAYMENTS *** 12-27-2006 218.81- 3,641.56 TOTAL TAX CREDIT 3,422.75 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 II 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. ) %