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Home My WebLink About03-0938PETITION FOR PROBATE and GRANT OF LETTERS Estate of HINKLEI Marqaret M also known as No. q'A8 To: , Deceased Social Security No. 190267102 The petition of the undersigned respectfully represents that: Register of Wills for the County of Cumberland Commonwealth of Pennsylvania Your petitioner(s), who is/are 18 years of age or older an the executors in the last will of the above decedent, dated ,July 10, 1981 and codicil(s) dated none in the . named (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with h er last family or principal residence at 4 Old Scotland Road, Shippensburq Township, Shippensburg, Pennsylvania (list street, number and municipality) Decedent, then 70 years of age, died 11/4/2003 at Chambersburq, Pennsylvania Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never ajudicated incompetent: none Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 30,000.00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ 100,000.00 situated as follows: 4 Old Scotland Road, Shippensbur,q Township, Shippensburg,Cumberland County, Pennsylvania WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters Testamentary thereon. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) Chris. tine [3arnes ~-/~./~.~::1~,~ ~,,1~ b--narles L O'Donnell 1408 Ritner Hwy Shippensburq PA 17257 321 Walnut Bottom Rd Shippensburq PA 17257 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 the estate according to law. Sworn to or affirmed and subscribed before me this 10th, day of t'"'-, November, 2003 ~ ~ , ,/ ~ ~~ ~~- ~ ~~' ~nna M. Otto, ls~ ~PU~e~t; ~ L No. 21-2003-938 Estate of HINKLE, Marqaret M , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW November 12th 2003 , in consideration of the petition on the reverse side hereof, satisfacto[7 proof having been presented before me, IT IS DECREED that the instrument(s) dated 7/10/1981 described therein be admitted to probate and filed of record as the last will of M arq a ret M H INKLE and Letters Testamentary Christine Barnes a/k/a are hereby granted to FEES Probate, Letters, Etc ......... $ 235 o 00 Short Certificates ( 4 ) ...... $ 12.00 B¢~4~. x-Pages .(4). - $ 12.00 JCP Fee $ 10.00 TOTAL __ $ ~ Filed. November. t2.th ~ · 2003 ........ Mailed Letters to Attorney on 11/12/2003. ~' - ' Re~ister of Wiils ' / . uonna M. Otto,lst Deputy .~t~/_~ff_.~e MYERS~orest ~ ATTO~EY (Sup. Ct, I.D. No.) 137 Park Place West Shippensburq PA 17257 ADD.SS 532.9046 PHONE his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 ~ . , 'i.- ,,~ocal Re~s'trar P 8450524 No. ~ Date H105.143 Rev2/~7 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH 70 vt,. i 6/18/33. ippensbUrg, PA ,. MARGARET M. HINKLE ~ranklin k.chambersburg N. The Chambersburg 'Hospital ,.u~e~o.~..~¢. I~° White ,,..Seamstress ,[lothing Co. ]~ 8 ~ ,~idowed ,t ]c 's Pennsylvania ~cTu~ ,~. ~,. ~ ,~c.~.~. Shippensburg ~'~ ~.~ C~berland ~ ~'~ 4 Olde Scotland Road ,.~hippensburg, PA 17257 Clyde E. Rotz, Sr. Christine L. Barnes ,L Martha B. Warren ~. 1408 Ritner Highway, Shippensburg, PA 17257 ,.~) ~ o.~,,~ Shippensburg, 1/7/03 ,~. Spring Hill Cemetery ~,,.. Cumberland County, PA 17,. [] co(, ........... manner a, 21-2003-938 LAST WILL AND TESTAMENT OF MARGARET M. HINKLE I, MARGARET M. HINKLE, of Shippensburg Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testa- ment, hereby revoking all other wills and codicils thereto, heretofore, made by me. FIRST i direct the payment of my debts and the expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. In the event I am not the owner of a cemetery lot at the time of my death, I direct my Executors to purchase such lot, with a contract for per- petual care, for the interment of my body, and to improve the lot and have erected thereon a suitable headstone and marker. SECOND 1 give, devise and bequeath my coffee pot, wedding band and diamond rings to my daughter, Kimberlv ~ink~.a. I give, devise and bequeath my antique rug to my daughter, Christine Kirby. THIRD I direct that Christine Kirby and Kimberly Hinkle should have the right to continue to reside in my home at Shippensburg Township, Cumberland County, until Kimberly reaches the age of 21 years. Upon Kimberly attaining the age -1- of 21 years, I direct that the home at Shippensburg Township, Cumberland County be sold and the proceeds divided equally between my daughters, Chris- tine Kirby and Kimberly Hinkle. FOURTH i give, devise and bequeath all the rest, residue and remainder of my estate, together with all insurance policies thereon, unto my daughters, Christine Kirby and Kimberly Hinkle, per st~p~, in as nearly equal shares as possible. In the event that my daughter, Kimberly, is a minor at the time of my death, I hereby direct that her share of my estate be placed in a bank account until she reaches the age of 21 years. FIFTH I direct that any and all inheritance, estate or transfer taxes imposed upon my estate, whether passing under my will or otherwise, shall be paid from my estate. SIXTH in the event my daughte~ Kimberly Hinkle, is a minor at the time of my death, I appoint Christine Kirby, custodian of said minor child. SEVENTH Any and all sum or sums, whether in cash or in kind and whether for principal or income, payable to the beneficiaries, or any of them, shall be made upon the sole receipt of the respective individual to whom the payment is made and free from anticipation, alienation, assignment, attachment or pledge and free from control by the creditors of such beneficiary. Ail shares of principal and income herein given shall be free from anticipation, assign- -2- pledge or obligation of any beneficiary and shall not be subject to any execution or attachment. EIGHTH I nominate, constitute and appoint Christine Kirby and Charles L. O'Donnell, or the survivor, Co-executo=s of this my Last Will and Testament. I hereby relieve my executors from the necessity of posting security in connection with their duties as such in any jurisdiction in which they may be called upon to act, insofar as I am able by law to do so. iN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, consisting of three (3) typewritten pages, the first two (2) of which bear my signature in the margin for the purpose of identi- fication this ~ day of July, 1981. Margaret M. Hinkle Testatrix SIGNED, SEALED, PUBLISHED AND DECLARED by the above named Testatrix, Margaret M. Hinkle, as and for her Last Will and Testament in the presence of us who at her request and in her sight and presence and in the sight and presence of each other have hereunto subscribed our names as witnesses: -3- COP~ONWEALTH OF PENNSYLVANIA : : ss COUNTY OF CUMBELRAND : I, Margaret M. Hinkle, the Testatrix whose name is signed to the fore- going instrument, having been duly qualified according to law, do hereby acknowledge that I signed and exeucted the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me by Margaret M. Hinkle, the Testatrix, the ~Q~ day of July, 1981. [rotary P~'blic My Commisglon Expires ! O! ~ ~/~4 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLA/~D We, ~w~,- ~. ~'~-~.~ ss and witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Margaret M. Hinkle, Testatrix, sign and execute the instrument as her Last -4- Will and Testament, that she signed it willingly and that she executed as her free act and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge the Testatrix was at the time eighteen or more years of age and under no constraint or undue influence. Sworn to and subscribed before me by~- and ~/~~. /?~.~ witnesses, this i~ day of July, 1981. Notazy P~blic '~ My Co~mnission Expires: 10/29/84 -5- CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Margaret M Hinkle Date of Death: November 4, 2003 Estate No.' To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on !!-13-~3 Name Address Christine Barnes 1408 Ritner Hwy Shippensburg PA 1 7257 Kimberly McGowan 106 Locust St Shippensburg PA 17257 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None. Forest N Myers, Esquire Attorney I.D. #18064 137 Park Place West Shippensburg PA 17257 Phone 71 7.532.9046 Fax 71 7.532.8879 e-mail fn myers@earthlink.net Capacity: _X Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD OO3514 MYERS FOREST N ESQ 137 PARK PLACE WEST SHIPPENSBURG, PA 17257 ........ fold ESTATE INFORMATION: SSN: 190-26-7102 FILE NUMBER: 2103-0938 DECEDENT NAME: HINKLE MARGARET M DATE OF PAYMENT: 02/02/2004 POSTMARK DATE: 01/30/2004 COUNTY: CUMBERLAND DATE OF DEATH: 1 1/04/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $3,000.00 REMARKS: TOTAL AMOUNT PAID: $3,000.00 SEAL CHECK# 114 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS 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 003968 MYERS FOREST N ESQ 137 PARK PLACE WEST SHIPPENSBURG, PA 17257 ........ fold ESTATE INFORMATION: SSN: 190~26-7102 FILE NUMBER: 2103-0938 DECEDENT NAME: HINKLE MARGARET M DATE OF PAYMENT: 05/21/2004 POSTMARK DATE: 05/21/2004 COUNTY: CUMBERLAND DATE OF DEATH: 1 1/04/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 93,911.61 TOTAL AMOUNT PAID: 93,911.61 REMARKS: SEAL CHECK//1 0532 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ('.;' ~.!003/f?,TUtT INC -~ 61~ 1-800-433~810 m~z~ ~z.m '(3 rn Z o o'1 CONMONWEALTH OF PENNSYLVANIA DEPAR'IldENT OF REVENUE DEPT. 280601 HARRk~BURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY RLE NUMBER 2] COUNTY CODE 03 00938 YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Hinkle, Margaret M 190-26-7102 DATE OF DEATH (MM-OD-YEAR) DATE OF BIRTH (MM-OD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 11/04/2003 06/18/1933 REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER [] 1. Odginal Return [] 2. Supplemental Retum [] 3. RernainderRatum (date of death pfiorto 12-13-82) z [] 4. Limited Estate [] 6. Decedent Died Testate (Attach copy o~ W~) [] 9. Litigation Proceeds Received ] 48. Futura Interest Compromise (date of death after 12-12-82) [] 7. Decedent Maintained a Living Trust (Attach copy of Trust) [] 10. Spousal Poverty Credit (date of death between 12-31-91 am:l 1-1-95) [] 5. Federal Estate Tax Return Required 0 8. Total Number of Safe Deposit Boxes [] 11.Election to tax under Sec. 9113(A) (Attach SCh O) ~IAME Forest N Myers :IRM NAME (If ap~) Law Offices of Forest N Myers FELEPHONE NUMBER 717/532-9046 COMPLETE MAILING ADDRESS 137 Park Place West Shippensburg, PA 17257 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) _6: ,Jointly Owned Property (Schedule F) (6) [] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G orL) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule i) (10) 11. Total DeduCtions~.(total Lines 9 & 10) 12. Net Value of Estate (Lin~ 8 minus Line 11) 117,290.16 Nonc Noae 57,329.81 1,185.00 None 14,130.04 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (11) (12) (13) (14) OFFICIAL USE ONLY 175,804.97 14,130.04 161,674.93 161,674.93 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amount of Line 14 taxable at the spousal tax rate, x or transfers under Sec. 9116(a)(1.2) 16. Amount of Line 14 taxable at lineal rate x .045 17. Amount of Line 14 taxable at sibling rate x .12 18. Amount of Line 14 taxable at collateral rate x .1 19. Tax Due 161,674.93 20. [] (15) (16) 7,275.37 (17) (18) (19) 7,275.37 >> BE SURE TO ANSWER ALL QUF.~TION~ ON REVER8E 810E AND RECHECK MATH << Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: ISTREET ADDRESS crrY Shippensburg STATE PA 4 Olde Scotland Road z~ 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty 3,000.00 363.76 (1) Total Credits (A + B + C) (2) Total Interest/Penalty (D + E) (3) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. 7,275.37 3,363.76 0.00 3,911.61 3,911.61 (4) (5) (5A) (SB) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .................................................................................. ~ ~ b. retain the right to designate who shall use the property transferred or its income; .................................... c. retain a reversionary interest; or ......................................... d. receive the promise for life of either payments, benefifs or care? .............................................................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................................... [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................................................................................... [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of penury, 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, con'ect and complete. Deciaretion of preparer other than the pemonal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Charle~,L Of Don~ell . _ SIGNA~RE OF PREP~REffOTH~R ~ REPRESE~TIVE Fo~t N Myem ADDRESS 1408 Rimer Highway ~ Shippensburg, PA 1'7257 DATE ADDRESS ADDRESS 312 Walnut Bottom Road Shippensburg, PA 17257 137 Park Place West Shippensburg, PA 17257 DAlE DAlE For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedenrs siblings is 12% [72 P.S. §9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. LAST WILL AND TESTAMENT OF MARGARET M. HINKLE I, MARGARET M. HINKLE, of Shippensburg Township, Cumberland County, Pennsylvania, being of sound and disposing mind, nmmory and understanding, do hereby make, publish and declare this as and for my Last Will and Testa- ment, hereby revoking all other wills and codicils thereto, heretofore, made by me. FIRST i direct the payment of my debts and the expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. In the event I am not the owner of a cemetery lot at the time of my death, I direct my Executors to purchase such lot, with a contract for per- petual care, for the interment of my body, and to improve the lot and have erected thereon a suitable headstone and marker. SECOND 1 give, devise and bequeath my coffee pot, wedding band and diamond rings to my daughter, Kimberly Hinkle. I give, devise and bequeath my antique rug to my daughter, Christine Kirby. COPY THIRD I direct that Christine Kirby and Kimberly Hinkle should have the right to continue to reside in my home at Shippensburg Township, Cumberland County, until Kimberly reaches the age of 2] years. Upon Kimberly attaining the age of 21 years, I direct that the home at Shippensburg Township, Cumberland County be sold and the proceeds divided equally between my daughters, Chris- tine Kirby and Kimberly Hinkle. FOURTH i give, devise and bequeath all the rest, residue and remainder of my estate, together with all insurance policies thereon, unto my daughters, Christine Kirby and Kimberly Hinkle, ~. st!~peH, in as nearly equal shares as possible. In the event that~my daughter, Kimberly, is a minor at the time of my death, I hereby direct that her share of my estate be placed in a bank account until she reaches the age of 21 years. FIFTH I direct that any and all inheritance, estate or transfer taxes imposed upon my estate, whether passing under my will or otherwise, shall be paid from my estate. SIXTH in the event my daughter, Kimberly Hinkle, is a minor at the time of my death, I appoint Christine Kirby, custodian of said minor child. SEVENTH Any and all sum or sums, whether in cash or in kind and whether for principal or income, payable to the beneficiaries, or any of them, shall be made upon the sole receipt of the respective individual to whom the payment is made and free from anticiPation, alienation, assignment, attachment or pledge and free from control by the creditors of such beneficiary. Ail shares of principal and income herein given shall be free from anticipation, assign- -2- pledge or obligation of any beneficiary and shall not be subject to any execution or attachment. EIGHTH I nominate, constitute and appoint Christine Kirby and Charles L. O'Donnell, or the survivor, Co-executors of this my Last Will and Testament. I hereby relieve my executors from the necessity of posting security in connection With their duties as such in any jurisdiction in which they may be called upon to act, insofar as I am able by law to do so. IN WITNESS WHEREOF, I have hereunto Set my hand and seal to this my Last Will and Testament, consisting of three (3) ~ypewrltten pages, the first two (2) of which bear my signature in the margin for the purpose of identi- fication this ~C~ day of July, 1981. Margaret M. Hinkle Testatrix SIGNED, SEALED, PUBLISHED AND DECLARED by the above named Testatrix, Margaret M. Hinkle, as and for her Last Will and Testament in the presence of us who at her request and in her sight and presence and in the sight and presence of each other have hereunto subscribed our names as witnesses: -3- COMMONWEALTH OF-PENNSYLVANIA : : SS COUNTY OF CUI~ELRAND : I, Margaret M. Hinkle, the Testatrix whose name is signed to the fore- going instrument, having been duly qualified according to law, do hereby acknowledge that I signed and exeucted the instrument as my Last Will and Testament; that I signed i~ willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me by Margaret M. Hinkle, the Testatrix, the .~. day of July, 1981. -Notary Public M~T Commission Expires 10/ COI~MONWEALTH OF PENNSYLVANIA : COUNTY OF CUMBERLAND : SS witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Margaret M. Hinkle, Testatrix, sign and execute the instrument as her Last Will and Testament, that she signed it willingly and that she executed as her free act and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge the Testatrix was at the time eighteen or more years of age and under no constraint or undue influence. Sworn to and subscribed before me by and ~]~x.~. ~,,~ witnesses, this ~k~ day of July, 1981. Notary P~blic ~ My Co~p~ission Expires: 10129/84 -5- SCHEDULE A REAL ESTATE C~1~1 OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Hinkle, Margaret M ~FILE NUMBER 21 - 03 - 00938 All .mai propeLS/owned solely or as a tenant in co.mmon must be renorted at fair market value. Fair market value is defined as the pdce at which, p. ro. perig, w.ould ~ exch. ang .ed. be. tw~e_ n .a willing .buye. r a.nd a .wi. lling seller, .neither being compelled to buy or sell, both having [~:~Sc~ualOel~.Knowleage or me relevant Tams. Kea, property wnicn is jolntly-ownaa with right of survivorship must be disclosed on ITEM VALUE AT DATE OF NUMBER DESCRIPTION DEATH 1 Residence, 4 Olde Scotland Road, Shippensburg, Shippensburg Township, Cumberland County, 117,290.16 Pennsylvania see attached HUD-1 Settlement Statement TOTAL (Also enter on Line 1, Recapitulation) 117,290.16 ^. Settlement Statement U.S. Department of Housing and Urban Development OMB No. 2502-0265 4.1~ VA 5.[~] Conv. Ins. NJB04241 0038504098 441-7461419 C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "(p.o.¢.)" were paid outside the closing; they are shown here for informational purposes and are not included in the totals. D. NAME OF ADDRESS OF BORROWER: E. NAME OF SELLER: ADDRESS OF SELLER: F. NAME OF LENDER: ADDRESS OF LENDER: G. PROPERTY LOCATION: The Estate of Margaret M. Hinkle, deceased Wells fargo~H6h~ M0~h~b"~nc}: 2~;~ ~8~ew~sfi'~iV~ 8~it~ ~6'11Dan~,e~:I M~ 0i92300 4 OLDE SCOTLAND ROAD Shippensburg, PA 17257 H. SETTLEMENT AGENT: NJB Settlement, Inc.; J. SUMMARY OF BORROWER'S TRANSACTION '~. 100 ROSS AMOUNT D. FROM BORROWER ~ 101.C ntract a ,s ri: _ 1~ ~L~LS~ges to borrower (line 1400} 5.270.12 104. _ -d'u:tm n -fori: i -' I1 i_ I 6.Citdt wn -e -C4/2 /2.04to '- 1/20 107.Count. tax ___04/29. _04to .-/:1/' 00~ 108As essments m 109.School Ta_. _ -x___04/29/2004 to 0' /30/2004_ 10. _ t_9_ 1. 12. to 120.GROSS AMOUNT DUE FROM BORROWER 200AMOUNTS PAID BY OR IN BEHALF OF BORROWE} 20 De,sit or eame- mone-- 202.Pinci. alanount f ewl a ~ _ 203~ ~loan : taken sub'eot to _ 204. _ !05. 206~unt of seller financin-_._ .07. 208. 09a 209b _ Adjustments for items unp_aid by seller 210.Cit/to_. ~ taxes_ to 2 ] 1 .Count- taxes to___ 212Assess ents_ to__ _.214. to 215. 216. 124,126.06 K S - -]- -YOF ELL~R" TRANSACrI. ON 400.GROSS AMOUNT DUE TO .R ' :. :~ . ~_ _ 4 _--n I ..o · - _ 403. -- A' n= '_r'. _ _~i~ i --~e_ ~__ . .- 4t _7:.2 4::'. · -.' 4. _.- 4o _-5 :: ~Tax ~ 410 _ tO___ 411. _ _LO_ 412. to 420.GROSS AMOUNT DUE TO SELLER 500.REDUCTIO S IN AMOUNT DUE TO SELLER 5-1 xcess _' osit s =instru tions_. 502.Selern- t r esto elle ine 1400'___ 503 ~ ;eon'- :taken sa _~ct to _ ';04.Pa-off oft mort .eloan_ 505.Payoff of second mow,aee loan 506~o nt of seller financin _ -- 507. _ ajustments mr ttems unpaid by seller -- ~ to 511.Coun . --es _ to ~ to _ ~5!t~cao_oLWa~ to___ 515. _ ...tO_ 158.50_ 118,855.94 217~ ~ 517 · REDUCTIONS IN BY OR. IN BEHALF OF BORROWER ~' l 19,570 00 { AMOUNT DUE SE' ' ~- ~' ...... '~ an .............. ' . - -- ' ...... AMOUNT DUE SELLER · 3,505.78 ovvs_^~M ^i a~ 11LEMENT FROM/TO BORROWER 600.CASH AT SETTLEbigNrr1 3 ~ t LAMENT TO/FROM SELLER ' 115,290.16 5.UB~/T!'UTE FORM .1099 Se.l/er Statement For infomation contained in Blocks EGH and I on Line rhms ~s nnportant tax ]nformaOon and s being furnished to the Internal Rev cd'..-~' ' 4.01 and Buyer's part of real estate ines 406-408 anclmn ma bel os enue ce. If u are mr (I ) Y mil eden oulfthisltemmre Ul t yo req ed to file a return, a ne I ~qlce ~nal ' Y ' ' ' q 'red o be reported and the IRS dete~ni~'tl~t it has not been reported grg p ty or oth~: ;ELLER INSTRUCTIONS: If this real estate was your nrineipal residence file Form 2119 Sale or Exchan e of Princi ncome tax return for other ttansactmns complete the a hca[~le arts of pal ; ' ' PP' P - Fom~4~97, Form6252a~d/orScheduleD~orm 1040). Residence, for any gain, with your leu are required by law to prey de [see box HI with your correct taxpayer identification number If u d dentificatjon number, you may be su_3aject to civil or criminal -enalti~; ...... ~ .... '; ye . o not provide [see box H] with your correct taxpayer ;tatemem is my correct taxpayer Identification number ~, ~ ,,,~,u~*u oy taw, aha unner penalttes of perjury I certi tha~ file nember shown on this .GIg~ ( For 1099s Questions call"Nancy 1. BOl]eti @ (412) 454~4000] fY U.~. DEPAR fMl~N 1 L)I~ HUU~hN(J AND URBAN DEVELOPMENT SETTLEMENT STATEMENT PAGE 2 L. Settlement Charges 700. TOTAL SALES/BROKER'S COM. based on price 118,500.00 ~ % Paid From Paid From Division of Commission (line 700/as follows: Borrower's Seller's 70]. to Funds At Funds At 702. to Settlement Settlement 703. Commission nam at Settlement 704. to 800. Items Payable In Connection With Loan 801. Loan Ori~nation Fee % to 802. Loan Discount % to 803. Ant)raisal Fee to Michael Connor <~300.00> *P.O.C.* 804. Credit Report to RELS <$14.00> *P.O.(~,* 805. Life of Loan Flood ' to Wells Fareo Flood Services <$16.00/POC> (70.00~ 806. Mortea~,e Insurance Anulieation Fee to 807. to 808, 809. to 810. to 811. .to__ 812. to 813, 814. to 815. to 900. ltems Required By Lender To Be Paid In Advance 901. Interest from 04/29/2004 to 05/01/2004 ~ 14.66 /dav 29.32 902. Mortc, a~,e Insurance Premium for months to Dent HUD 1.737.50 903. Hazard Insurance Premium for years to State Farm <$331.00> *P.O.C,* 904, years to 905. years to 1000. Reserves Deposited With Lender 1001. Hazard insurance 4 months(& 27.58 ncr month 110.32 1002. Mort~,a,,e insurance months~,_, uer month 1003. City uronertv taxes months(& uer month 1004. County oronertv taXeS months¢~, per month 1005. Annual assessments months(& uer month 1006. Citv/ConntvTax 4 months(& 24.38 ~ermonth 97.52 1007. School Tax 13 months(&, 77.46 per month 1.006.98 1008. months~, per month 1009. A~m'e~ate Adinstment (285.27] 1100. Title Charges 110 I. Settlement or closing fee to NIB Settlement In~ 185.00 1102. Abstract or title search to 1103. Title examination tO 104. Title insurance binder tO I 105. Document urenaration to 106, Notary fees to NIB Settlement aeent for FNT l 107. Attorney's fee~ tO (includes above items numbers: includes above items mbers: 109. Lender' over : 111 ' v : IN AMT' 0 11 I 0a Enodrsements: 100.300.900 150.00 11 I 1. Closin~ Protection Lett~ to Fidelity National Title Ins. 35.00 112. to 113. to 1200. Government Recording and Transfer Charges 1201. Recordine Fees: Deed $45.00: L-Mortea~e(s) $90.00: S-Mort~a~e(sl : Releases 135.00 1202. City/county tax/stamns: Deed $1.185.00: L-Mort,,a~,e(s) : S-Morteag¢(s) ~92.50 592.50 1203. State tax/stamns: Deed $1.185.00: L-Mort,,a~e(s~ : S-Morteaee(s~ 592.50 592.50 1204. 1205. 1300. Additional Settlement Charges 1301. Survey to 1302. Pest Insnection tO 1303. Roof Insnection to 1304. 2004 County/Local Tax to Barry Naelev Tax Collector 292.56 1305. Exhibits to NIB Settlement. Inc. 7.00 1306. Final Sewa~,e to CF/MA 25.23 1307. Final Water to Borough ofshirmensbur~ 55.99 1308. to -- 1309. to 1400. Total Settlement Charges (enter on lines 103, Section J and 502. SectionK) } 5,270.12 1,565.78 CERTIFICATION DATE: n4/2912n04 1 )ave carefully reviewed the HUD - 1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of ail rece:pffi and d~sbursements made on my account or by me in this transaction, l further certify that I have received a copy of the HUD - I Settlement Statement. The Estate of Margaret M. Hinkle, deceased Wendy A. eer~r (J .g~ ~//~/ Borrower By: ~//_Z,a~3 ~-~J,/3'O,,'t,,'}~--, Seller The HU.D-{.Settlement Statement which lh/{~ I;filepared)~ a tree and accurate account of this transaction. I have caused the funds to be disbursed in aecord- It ~s a ~ ' I / x. {___/ Settlement Agent' 04/29/2004 Date WARNING: ' er'me to knowingly q~al~ fals~ s~'-ements to the United States on this or any other similar form. Penalties upon conviction can inc ude a SCHEDULE E CASH, BANK DEPOSITS,& MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLV/q~'IA INHERITANCE TAX RETURN RESIDENT 0ECEDENT ESTATE OF FILE NUMBER Hinkle, Margaret M 21 - 03 - 00938 Include th.e proceeds of litiga, tion .and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorsmp must be discmse~] on schedule F. ITEM VALUE AT DATE OF NUMBER DESCRIPTION DEATH I 2 3 4 5 6 7 8 9 l0 11 12 Checking account, Orrstown Bank #102000088 Savings account, Orrstown Bank #702000878 Automobile, 1990 Ford Escort Household goods and furniture, net of sale per attached Settlement from Auctioneer Dining Room Suite refund, MEDCO Health PNC Bank, certificate of deposit IRA, #6140715008 US Savings Bonds, 4 at $75.00 American General annuity #A10087318F Jefferson Pilot Financial, Annuity Contract #380001429 Erie Insurance refund automobile Erie Insurance, homeowners insurance refund TOTAL (Also enter on Line 5, Recapitulation) 2,174.45 1,405.77 1,300.00 2,642.95 1,700.00 36.83 3,778.54 737.04 12,207.23 30,730.00 440.00 177.00 57,329.81 ORRSTOWN BANK TO: Law Office Forest N Myers 137 Park Place West Shippensburg, PA 17257 FROM: ORRSTOWN BANK P.O. BOX 250 SHIPPENSBURG PA 17257-0250 RE: ESTATE OF Margaret M Hinkle DECEASED DATE OF DEATH: November 4, 2003 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK: (1) CHECKING ACCOUNTS ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED 102000088 Margaret M Hinkle 5/10/99 SAVINGS ACCOUNT ACCOUNT NO. 702000878 702000890 702000892 TITLE OF ACCOUNT DATE OPENED Margaret M Hinkle 5/10/99 Paige M McGowan 5/10/99 Margaret M Hinkle Logan M Johnson 4/22/99 PAUTMA Margaret M Hinkle DATE OF DEATH PRINCIPLE & ACCRUED INTEREST 2,174.32 .13' ~, DATE OF DEATH PRINCIPLE & ACCRUED INTEREST 1,405.10 .67./. 548.80 .26 1,820.94 .87 (3) CERTIFICATES OF DEPOSIT ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED DATE OF DEATH PRINCIPLE & ACCRUED INTEREST Date: 11/25/03 By: Timothea Customer Service Operator P ~ RI3X PRO CITIZENS BANK Account Number 6140715008 Account Title MARGARET M HINKLE Date Opened 5/30/1997 Account Type Time Deposits (IRA) Principal Balance as of DOD $3,777.92 Interest from Last Posting to DOD $ .62 Account Balance as of DOD $3,778.54 YTD Interest to DOD $51.81 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Hinklc, Margaret M 'FILE NUMBER 21 - 03 - 00938 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A Paige McGowan Granddaughter B Logan M Johnson Granddaughter JOINTLY OWNED PROPERTY: DESCRIPTION OF PROPERTY LETTER DATE % OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number DATE OF DEATH DECD'S VALUE OF NUMBERTENANT JOINT estate.°r similar identifying number. Attach deed for jointly-held real VALUE OF ASSET INTEREST DECEDENT'S INTERES~ 1 A 05/10/1999 Savings Account, Orrstown Bank #702000890 549.06 50% 274.53 2 B 04/22/1999 Savigs Account, Orrstown Bank 1,820.94 50~ 910.47 #702000892 I TOTAL (Also enter on line 6, Recapitulation) 1,185.00 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Hinkle, Margaret M FILE NUMBER 21 - 03 - 00938 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT FUNERAL EXPENSES: Fogelsanger-Bricker Funeral Home ADMINISTRATIVE COSTS: Personal Representative's Commissions Charles L O'Donnell of Personal Representative(s):~. Street Address 1408 Rimer Highway City Shippensburg State PA Zip 17257 Year(s) Commission paid Attorney's Fees Law O~.ce Forest N Myers Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees Register of Wills, Cumberland County, probate Register of Wills, Cumberland County. filing fee Zip Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Cumberland Law Journal, advertisement of estate News Chronicle, advertisement of estate Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) 7,209.60 4,250.00 269.00 15.00 75.00 59.75 2,251.69 14,130.04 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT t FILE NUMBER ESTATE OF Hinkle, Margaret M i 21 03 - 00938 7 8 9 10 11 12 13 14 Penelec electric service Sprint Telephone PPL gas service CFJMA, sewer service Borough of Shippensburg, water service Chambersburg Hospital, medical expense MCI, long distance service Ausherrnan Brothers, appraisal of home Cififinancial, credit card payment Erie Insurance, insurance payment Penelec, final bill West Shore Ambulance Service 202.39 122.85 690.19 159.90 71.96 11.00 7.76 250.00 200.00 29.00 16.87 489.77 Page 2 of Schedule H REV-1513 EX+ (9-00) ~ '~1~' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Hinkle, Margaret M 21 - 03 - 00938 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY AMOUNT OR SHARE OF ESTATE 2 II. TAXABLE DISTRIBUTIONS (include outdght spousal distributions) Christine Barnes 1408 Rimer Highway Shippensburg PA 17257 Kimberly McGowan 106 Locust Street Shippensburg PA 12757 RELATIONSHIP TO DECEDENT daughter daughter 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! 3ne half estate ~ne half estate LAW OFI~IC~, May 20, 2004 Fo.~s? N. MYERS 137 Park Place West, Shippensburg, Pennsylvania 17257 717/532-9046 Fax 717/532-8879 fnmyers@earthlink.net Register of Wills Cumberland County Courthouse One Court House Square Carlisle PA 17013 Re: BYERS, Olive M (deceased) Death Certificate HINKLE, Margaret M PA REV 1500 PA No. 21-03-0938 Dear Ms Farner: Enclosed please find the original Death Certificate for Olive M Byers and an Estate Information Sheet. Please note Ms Byers' Social Security Number is 184-12-2933 and I would request you place it on the Petition for Letters. I also enclose the original and two copies of the REV-1500 Inheritance Tax Return for the Estate of Margaret M Hinkle, along with checks for the filing fee and additional inheritance tax due. Please return the file copy, time-stamped, to me in the enclosed self-addressed, stamped envelope. Sincerely, Forest N. Myers FNM/ash Enclosures Loo~or ~ on the ~ue6 at www.lawofficeforestmyers.com REV-1162 EX(11-96) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004209 MYERS FOREST N ESQ 137 PARK PLACE WEST SHIPPENSBURG, PA 17257 ........ fold ESTATE INFORMATION: SSN: 190-26-7102 FILE NUMBER: 21 03-0938 DECEDENT NAME: HINKLE MARGARET M DATE OF PAYMENT: 07/28/2004 POSTMARK DATE: 07/28/2004 COUNTY: CUMBERLAND DATE OF DEATH: 1 1/04/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $205.87 TOTAL AMOUNT PAID' ~205.87 REMARKS: SEAL CHECK# 130 INITIALS' JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES COMMONMEALTH OF PENNSYLVANIA ~EPART~ENT OF REVENUE FOREST N HYERS F N HYERS LAW OFFICES 137 PARK PL WEST SHIPPENSBURG PA 17257 DATE ESTATE OF DATE OF DEATH ~ecorc FILE: NUHBER '04 28 07-19-200q HINKLE ll-Oq-ZO03 21 03-0938 CUMBERLAND 101 A~oun~ Ramie%ed 2o -. MARGARET M MAKE CHECK PAYAGLE AND REHZT PAYMENT TO: REGISTER OF WILLS ['~Ul~be~i~l~i£ ~:. CpHBERLAND CO COURT HOUSE C~TSLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ DZSALLONANCE OF DEDUCTIONS AND AGGEGSHENT OF TAX ESTATE OF HTNKLE MARGARET M FILE NO. 21 03-0938 ACN 101 DATE 07-19-200q TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE XNTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Re~I Estate (ScheduLe A) 2. Stocks and Bonds (ScheduLe B} 3. Closely Held Stock/Partnership Interes~ (Schedule C) 7. Transfers (Schedule G) 8. Total Assets APPROVEB DEBUCTXONS AND EXEMPTZONS: 9. Funeral Expenses/&dm. Costs/Misc. Expenses (Schedule H) 11. To%al Deductions 12. Net Value of Tax R®turn (1) 117,290.16 (2} .00 ($) . O0 . O0 (s) 57;329.81 (6) 1,185.00 (7) .00 (s) lq, 130. OCt (9) (20) .00 (11) (12) 13. H~nTE: NOTE: To ~nsura proper credtt ~o your account) submit the upper por~on of this for. ~Jth your %ax payment, 175,80q.97 161,67~.93 .00 XF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 7,275.37 .00 .00 7,275.37 7,069.50 205.87 .00 205.87 ( XF TOTAL DUE XS LESS THAN $1, NO PAYMENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A 'CREDIT' (CR), YOU HAY GE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ASSESSMENT OF TAX: 15. Amount of L/ns 1~ at SpousmX rm~e (lA) . O0 X O0 = 16. Amount of Lind lq taxable a% Lineal/Class A rate (16) 161,67q.93 X Oq5 = 17. Amount of L1nm 1~ m~ S1bX1ng ra~m (17) .00 X ~Z = 18. Amoun~ of L/nm 1~ taxable a% Colla*ere1/CXass B rate (XG} .00 X 15 = 19. PrZncipaX Tax DUD (19)= DATE NUMBER INTEREST/PEN PAID (-) 01-30-200q CD00551~, 157.89 3,000.00 05-21-200q CD005968 .00 3,911 .61 PAYMENT MUST BE MADE BY 08-0q-Z00q~. TOTAL TAX CREDXT I BALANCE OF TAX DUEI ZNTEREST AND PEN. TOTAL DUE Chmr1%mbXm/Govmrnmen~eX Bequests; Non-elected 9115 Trusts (Schedule J) Net VmXue of Es%ate Subject to Tax z~ ~ assessme~ was ~ssued previously, 11nas 14, 15 and/or 16, 17, 18 and 19 wlll r~lmct ~lgures that tncZude the tote1 of ALL re~urns assessed to date. 979689/90~2 PS 8/98 carbonless Tab stop~- for address MEMORANDUM TO Register of wills ~Ad~lS 9042 2 Part FROM Forest Enclosed is the check of the Margaret Hinkle Estate in the amount of $205.87 as additional inheritance taxes assessed in accordance with the Department of Revenue's Notice of Inheritance Tax Appraisement. o PLEASE REPLY BY_ NO REPLY NECESSARY I~Adams ~o42 MEMORANDUM Law Office Forest N Myers 137 Park PI W Shippensburg PA 17257 i,,,111,,,111,,,,,,11,,11,1,,I,I Register of Wills Cumberland County Court House One Court House Square Carlisle PA 17013 i .70 i-3+3323 02 i,,,lll,,,lll,,,,,,ll,,ll,,,ll,,,ll,,,I,l,,ll,l,l,,I,h'l'l"l COMMONWEALTH OF PENNSYLVANIA DEPARTMENTOFREVENUE BUREAU OFINDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11 96) NO. CD 004209 MYERS FOREST N ESQ 137 PARK PLACE WEST SHIPPENSBURG, PA 17257 ........ fold ESTATE INFORMATION: SSN: 190-26-7102 FILE NUMBER: 2103-0938 DECEDENT NAME: HINKLE MARGARET M DATE OF PAYMENT: 07/28/2004 POSTMARK DATE: 07/2812004 COUNTY: CUMBERLAND DATE OF DEATH: 11/04/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $2O5.87 REMARKS: TOTAL AMOUNT PAID: 9205.87 SEAL CHECK# 130 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WlLLS THE ESTATE OF MAR, 1408 RITNER HIGHWAY SHIPPENSBURG, PA 17257 PAY TO "/HE 60<5032 IKLE 3~3 - 1 3 0 10200123§ O0~8~,P=,,' Olio BUREAU OF INDTVTDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COHHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOgANCE OR DZSALLOgANCE OF DEDUCTIONS AND ASSESSMENT OF TAX FOREST N NYERS F N NYERS LAN OFFICES 157 PARK PL NEST SHIPPENSBURG PA 17257 DATE 07-19-2004 ESTATE OF HINKLE DATE OF DEATH 11-04-2005 FILE NUMBER 21 05-0958 COUNTY CUHBERLAND ACN 101 I Amoun~ Remitted HARGARET H HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF HILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 1701:3 CUT ALONG THIS LINE ~,~ RETAIN LONER PORTION FOR YOUR RECORDS ~1 REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF HTNKLE MARGARET HFILE NO. 21 05-0958 ACN 101 DATE 07-19-2004 TAX RETURN gAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: 1. Real Estate (Schedule A) $. q. 5. 6. 7. 8. ORIGINAL RETURN (1) Stocks and Bonds (Schedule B) (2) Closely Held Stock/Partnership Interest (Schedule C) (3) Hor~gages/Notes Roca/vablo (Schedule D) (q) Cash/Dank DeposLts/Misc. Personal Property (Schedule E) (5) Jo/n~ly Owned Property (Schedule F) (6) Transfers (Schedule G) (7) Total Assets 117~290.16 .00 .00 .00 57~329.81 12185.00 .00 (8) NOTE: To insure proper credit to your account, subm/t tho upper portion of this form with your tax payeent. 175,804.97 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Ada. Costs/Misc. Expanses (Schedule H) (9) 10. Dabts/Hortgage Liabilit/as/Liens (Schedule Z) (10) 11. Total Deductions 12. Nat VaXue of Tax Return 15. Char/table/Governmental Boquasts; Non-elected 9115 Trusts (Schedule J) 1~. Nat Value of Estate Subject to Tax NOTE: 14,150.04 .00 161,674 Z~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 reflect figures that lnclude the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line lq at Spousal rate 16. Amount of L/ne 1~ taxable at Lineal/Class A rate 17. Amount of L/ne lr+ at Sibling rate 18. Amount of L/ne lr+ taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: PAYHENT RECEIP1 DISCOUNT (+) DATE NUMBER TNTEREST/PEN pATD (- 01-30-2004 CD005514 157.89 05-21-2004 CD005968 . O0 PAYMENT MUST BE MADE BY 08-04-2004~. (11) 14.13§.o~ (12) 161,674.9:5 (1~) .00 (lq) .95 wlll (15) (16) (17) (18) ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL /NTEREST. . O0 X O0 = . O0 161,674. ~'",}~ 045= 7,275.$7 oo 15 = .00 ~. :' 275.37 AMOUNT PA~b~-!":: I C~.~" 7,069.50 205.87 .00 205.87 TOTAL TAX CREDIT BALANCE OF TAX DUEI INTEREST AND PEN. TOTAL DUE ( ZF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries o~ 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 mt the lawful Class B (collateral) rate on any such futura interest. PURPOSE OF NOTICE: PAYHENT: REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section ZI~O of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (TI P.S. Section 91~0). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Hake check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications arm available at the Office of the Register of Hills, any of the Z~ Revenue District Offices, or by calling the special Z~-hour answering service for forms ordering: 1-800-562-2050; services for taxpayers mith special hearing and / or speaking needs: 1-80D-~7-30ZO (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZSlOZL, Harrisburg, PA 17IZS-IOZL, 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 bo addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-150L) for an explanation of administratively correctable errors. If any tax due is paid within three (5) calendar months after the decadent's death, a five percent (5Z) discount of the tax paid is allowed. The 15X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the tho same time period as you would appeal the tax and interest that has bean assessed as indicated on this notice. Interest is charged beginning mith first day of delinquency, or nine (9) months and one (1) day from the date of death, to tho date of payment. Taxes ehich became delinquent before January l, 198Z bear interest at the rate of six (SI) percent per annum calculated at a daily rate of .00016~. All taxes which became delinquent on and after January I, 1982 will bear interest at a rate which will vary from calendar year to calendar year mith that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZO0~ ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ ZOZ .0005~8 ~'~6-1991 I1Z .000301 ZOOl 9Z .O00Z~7 1985 16Z .000q38 1992 9Z .O00Z~7 ZOOZ 6Z .00016~ 198~ llZ .000301 1993-199~ 7Z .00019Z 2005 5Z .000137 1985 152 .000356 1995-1998 9Z .O00Z~7 ZO0~ ~Z .O00llO 1986 IOZ .O00Z?~ 1999 7Z .O0019Z 1987 IOZ .O0027~ ZOO0 7Z .000192 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAllY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (IS) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must ba calculated. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 phone: (717) 240-6345 Date: 10/11/2005 MYERS FOREST N ESQ 137 PARK PLACE WEST SHIPPENSBURG, PA 17257 RE: Estate of HINKLE MARGARET M File Number: 2003-00938 Dear Sir/Madam: . It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/04/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, iJ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge \..-(,/ Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name ofDecedent: t-t Y\.'d e I fY\Cl {~"" (~t tv'\ Date of Death: \ \ f ~ ( 953 Estate No.: ~~~3 - ~rD936 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ~ No 0 2. Ifthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No ~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes JXf 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: 11).."......1' ~~ Signature J=~(~* iJ M~!rsl C€& Name --131-- ~04'K Pt uJ Address S ~ bArCO fA l=ra~T '9--(=". aG (. lb3J Telephone No. \.1~ N (""..j Capacity: Dlersonal Representative IS2r Counsel for personal representative IV V'L--