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HomeMy WebLinkAbout03-0215PETITION FOR PROBATE and GRANT OF LETTERS Estate of ~qltaa~ .'~ LA p.t-tvr~ No. also known as To: Deceased. Social Security No. ~t.~6 v~z~ -V~'~ Register of Wills for the County of Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut r[~ in the last wilt of the above decedent, dated .3 u~ ItS: ,30tg© and codicil(s) dated in the named ,19.__ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in q t J ~-~cla acl County, Pennsylvania, with h ~-w last family or principal residence at 6, ~ (list street, number and muncipality) Decendent, then _6-5~ years of age, died I~/~a~ r~ {~_ ,.~ ,'-r9 ooo~ , Except as follows, decedent dtd not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: rte ~,0~ cw Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ -Lv- (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ ~- situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters --~q'~-~ ~-xt~ c-~ (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 3 COUNTY OF 0~.c~ba e.iar~cL f 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 /.0~c~ day of No. Estate Of RHEA S LIPTON , Deceased DECREE OF PROBATE AND GRANT OF LETTERS MARCH 7, 2003 AND NOW the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated 7-10-2000 described therein be admitted to probate and filed of record as the last will of RHEA S LIPTON and Letters TESTAMENTARY are hereby granted to FEL!CE E MAURER 19 , in consideration of the petition on FEES Probate, Letters, Etc .......... $ q 8.00 Short Certificates( ) .......... $ 3. O~l 1~~~ x.~..r.a..p.a.g.e.s ..... $. 6.00 _icp $ lO.Oo TOTAL ~ $. 37. O0 Filed 3-7-2003 mailed to exec 3-7-03 ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE REGISTER OF WILLS OF ~ COUNTY _~OATH OF SUBSCRIB~%~ (ea-c~it.ne!s to the will presented herew~)being duly qualified~rding to law, depose(s)and sa~.~.~.~ ~ present'~aw, ;~ testat__._~s~ign/he same and th~ ~d as a witf~ ~ ~~~~~~~ s~ i~gr ~ ~s~ ~)~~~a m e) ~ 19 ~ (Address) Register z (Name) (Address) REGISTER OF WILLS OF ~.,~c~a\c~c~ COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that "'~x~'e-~x-x ~¢- familiar with the signature of~xxcx~-~t~ c~. ] ~-~V~ , ~ codicil testat c~c of (one of the subscribing witnesses to) the (~ presented herewith and codicil that 3v"~~~ believe~ the signature on the~])is in the handwriting of to the best of -k~,.~x- \ knowledge and belief. Sworn to or affirmed and subscribed before me this /..p.~dv~ day of TY'c~cc.~ 2.c~> -3 '55 (Address) (NamO (Address) LAST WILL AND TESTAMENT or RHEA S. LIPTON I, Rhea S. Lipton, of Mechanicsburg, Pennsylvania, revoke my former Wills and Codicils and declare this to be my Last Will and Testament. ARTICLE I PAYMENT OF DEBTS AND EXPENSES I direct that my just debts, funeral expenses and expenses of last illness be first paid from my estate. ARTICI,E H DISPOSITION OF PROPERTY A. Tangible PersonalProperty. Subject to the preceding provisions of this Will, I direct that all of my jewelry, clothing, personal items, furniture, household furnishings, automobile(s), and other items of tangible personal property be distributed to the following beneficiaries in equal shares: Felice Maurer, 63 Longview Dr, Mechanicsburg, Pennsylvania 17055 The share of any such beneficiary who does not survive me shall be added to my residuary estate. B. Residuary Estate. I direct that my residuary estate be distributed to my heirs-at-law, their identities and respective shares to be determined under the laws of the State of Pennsylvania then in effect relating to the succession of separate property that is not attributable to a predeceased spouse. ARTICLE HI NOMINATION OF EXECUTOR I nominate Felice E. Maurer, of Mechanicsburg, Pennsylvania, as the Executor, without bond. If such person or entity does not serve for any reason, I nominate Jennifer Maurer, of Millersville, Maryland, to be the Executor, without bond. ARTICLE IV EXECUTOR POWERS My Executor, in addition to other powers and authority granted by law or necessary or appropriate for proper administration, shall have the right and power to lease, sell, mortgage, or otherwise encumber any real or personal property that may be included in my estate, without order of court and without notice to anyone. ARTICLE V MISCELLANEOUS PROVISIONS /1. Paragraph Titles and Gender. The titles given to the paragraphs of this Will are inserted for reference purposes only and are not to he considered as forming a part of this Will in interpreting its provisions. All words used in this Will in any gender shall extend to and include all genders and in numbers when the context or facts so require, and any pronouns shall be taken to refer to the person or persons intended regardless of gender or number. SS WHEREOF, I have subscribed my name below, this . Rhea S. Lipton We, the undersigned, hereby certify that the above instrument, which consists of ,5-' pages, including the page(s),z~.,which contain the witness signatures, was signed in our sight and presence by 7~_~ ~/~.~ (the "Testator"), who declared this instrument to he his/her Last ~ffll and Testament and we, at the Testator's request and in the Testator's sight and presence, and in the sight and presence of each other, do hereby subscribe our names and addresses as witnesses on the date shown above. Page 2 of 5 Witness Name: C~,~d~t,~ f Witness Address: Witness Name: Witness Address: Page 3 of 5 REX' 1500 EX (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 2 1 - 0 3 02 1 5 __ CPU N-----TY C OD-----E "(EAR NUMBER DECEDENT'S NAME (LAST. FIRST AND MIDDLE INITIAL) Z Lipton, Rhea S. kU DATE OF DEATH (MM-DD-YEAR) 03-03-2003 tDATE OF BIRTH (MM-BD-YEAR) 07-26-1944 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) N/A SOCIAL SECURITY NUMBER 2O6 - 34 - 8274 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER ~1. Original Return 4. Limited Estate [6. Decedent Died Testate (Attach copy of Wil!) ~2. Supplemental Return E~ 3. Remainder Return (date of death prior to 12-13-82)  }4a. Future Interest Compromise (hate of death after 12-12-82) ~ 5. Federal Estate Tax Return Required  7. Decedent Maintained a Living Trust (Attach copy of TpJst) __ 8. Total Number of Safe Deposit Boxes ~ 9. Litigation Proceeds Received ~ 10. Spousat Povefly Credit (date of death bet ..... 12-31-91 end 1-!-95) ~1 11. Etection to t~x under Sec. 9113(A) fAttech Sch O) THiS SECTION MUS¥ F¢~ r'r'MP; ~":'--~ ~ ,-.,.-,~,=~r',~r~C~ &ND CONFIDENTIAL TAX ~NFORMATIO--N-~SHOULD BE:DIRECTED ~O:; COMPLETE MAILING ADDRESS Z NAME Felice E. Maurer FIRM NAME (If Applicable) 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule BI (2) 3 CIosety Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedu!e 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 or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Bebts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 63 Longview Drive M~¢k..q¢.h ro PA 17050 0.00 0. O0 2,330,09 0.00 0,00 (8) 1,369.52 55,266.27 __ (11) (12) 2,330.09 56,635.79 (54,305.70) ._ 13, Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ~4, Net Value Subject to Tax (Line 12 minus Line 13) (13) (14) 0, 00 0.00 X SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18, Amount of Line 14 taxable at collateral rate x .12 x .15 19. Tax Due (15) (16) (17) (18) (19) 0.00 Deced~nt's Complete Address: STREETADDRESS Rhea S. Lipton 63 Longview Drive CITY Hechan~csbur9 S~TE PA Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) ziP 17050 0.00 0. O0 0. O0 Total Credits ( A + B + C ) (2) 3. Interest/Penalty if applicable D. interest E. Penalty Total Interest/Penalty ( D + E ) (3) 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 (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. f5A),. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) ,v,a,,~ ,..,~u~ ~,~y~u~u REGISTER ur vw~.~_o, 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. ,~.,a, .~ reversionary interest; or.. ~ d. receive the promise for life of either payments, benefits or care? . ~ [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate cons deraton? .............................................................................................................. [] [] 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? ........................................................................................................................ [] I~ 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 penalt es 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. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS ~ '/ ..... 63 Longview Drive, Hechanicsbur'g, PA 17050 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS DATE ~ -~ -o.,~ 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. §9!16 (a) (!.1) (ii)]. The statute ¢oes not exempt a transfer to a surviving spouse fiom 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 decedent's siblings is 12% I72 RS. §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. EX * (1-97)o ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Rhea S. Lipton 21-03-0215 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 NUMBER DESCRIPTION PSECU Savings Checking TOTAL (Also enter on line 5, Recapitulation) $ VALUE AT DATE OF DEATH 23.98 2,306.11 2,330.09 (If more space is needed, insert additional sheets of the same size) RE/~'-1511EX*fl-97). ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Rhea S. Lipton FILE NUMBER 21-03-021 5 Debts of decedent must be reported on Schedule I. iTEM NUMBER 5. 6. 7. DESCRIPTION FUNEFL&L EXPENSES: Neil] Funeral Home Mechanicsburg VFW- Luncheon REV Dr. Jonathon Tery - Minister Mary Roth - Harpist ADMINISTFL&TIVE COSTS: Persona! Representative's Commissions Name of Personal Representative (s) Social Security Number(s) / EtN Number of Pe;sona) RepF~sen~a~;ve(s) Street Address Ci~ State Year(s) Commission Paid: Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Zip -- Street Address City. Relationship of Claimant to Decedent Probate Fees State __ Zip Accountant's Fees Tax Return Preparer's Fees TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) AMOUNT 360.82 733.70 150.00 125.00 0.00 I 0. O0 47.00 0.00 0.00 $ 1,369.52 ~OMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES,& LIENS FILE NUMBER Rhea S. Lipton 21-03-0215 include unreimbursed medical expenses. iTEM 1, PSECU - PSL Harrisburg Pharmacy Bankcard Services AAA Financial Services First USA Capital One NUMBER DESCRIPTION TOTAL (Also enter on line 10, Recapituiation) $ (If more space is needed, insert additional sheets of the same size) AMOUNT 6,651.38 49.00 17,216.37 3,476.23 16,123.92 11,749.37 55,266.27 REV-i513 EX+ (9-00) C.OMMONWEALTH OF PENNSYLVAN!A INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Rhea S. Lipton 21-03-0215 RELATiONSHiP TO DECEDENT AMOUNT OR SHARE NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE NUMBER ][ II 1. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9'116 (a) (1.2)] Felice E. Maurer 63 Longview Drive Mechanicsburg, PA 17050 Sister 100% .............. R,B,-,T,ONS,_,,,vWNABOVEONLI~,_S u HROu~H ,8, ASAPPROPR,,~=.ONREV-1500uuv:,~SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE None B. CHARI~BLE AND GOVERNMEN~L DISTRIBUTIONS None TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) DONNA M OTTO ACTING REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE 1 COURTHOUSE SQUARE CARLISLE PA 1'7013 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Will No. o~00~ - 00o~ I/~ Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on B-~0~ : Name Address Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: Signature Name ^ddress 3 Telephone (~t~) b ~ ~ ~ ~ ff~ Capacity: ~ Personal Representative Counsel for personal representative BUREAU OF ZNDZVZDUAL TAXES ZNHERTTANCE TAX DTVZS'rON DEPT. 18060! HARRISBURG, PA 17118-0601 FELZCE E HAURER 6:5 LONGVZEN DR HECHANZCSBURG COHHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX '~ ...... DATE 07- lq-2005 ~*; " ' ESTATE OF LTPTON ])ATE OF ])EATH 0:5-0:5-200:5 FZLE NUHBER 21 0:5-0215 '03 JUL 2] ~' ,!!: C*OUNTY CUHBERLAND ACN 101 PA 17050 ~- I Amount Remitted I REV-lSd7 EX AFP (01-05) RHEA S HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGZSTER OF NZLLS CUHBERLAND CO COURT HOUSE CARLZSLE, PA 1701:5 CUT ALONG THZS LZNE ~ RETAZN LONER PORTZON FOR YOUR RECORDS -~ REV-1547 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLONANCE OR ])ZSALLO#ANCE OF DE])UCTZONS AND ASSESSHENT OF TAX ESTATE OF LZPTON RHEA S FZLE NO. 21 05-0215 ACN 101 DATE 07-1q-2005 TAX RETURN NAS: (X) ACCEPTED AS FZLED ( } CHANGED RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE APPRAZSE]) VALUE OF RETURN BASEl) ON: ORTGTNAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedula B) (2) :5. Closely Hold Stock/Partnership Zntarast (Schedule C) ($) q.. Mortgages/Notes Receivable (Schedule D) (q) 5. Cash/Bank Deposits~Misc. Personal Property (Schedule E) ($) 6. Jointly Owned Property (SchaduZe F) (6) 7. Transfers (Schedule G) (7) 8. To,al Assets APPROVED DE])UCTIONS AN]) EXEHPTZONS: 9. Funeral Expansas/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilitles/Lians (Schedule I) (10) 11. Total Deductions 12. Net Value of Tax Return 2,$:50.09 .00 .00 NOTE: To insure proper .00 credit to your account, .00 submit the upper portion .00 of this form w/th your tax payment. .00 (8) 1,:569.52 55.266.27 (11) ~;~ (12) 5q,:505.70- 1:5. lq. NOTE: Charitable~Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) . O0 Nat Value of Estate Subject to Tax (1~) 5~,:505.70- Zf an assessment .as issued previously, lines 14, 15 and/or 16, 17, 18 and 19 ,ill reflect figures that include the total of ALL returns assessed to date. ZF PA/D AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATZON OF ADDZTZONAL ZNTEREST. (15) .00 x O0 = .00 (16). .00 X 0~'5 = .00 (17) .00 X 12 = .00 (18) .00 x 15 = .00 (19)= . O0 AMOUNT PAID TOTAL TAX CRED]:T I .00 BALANCE OF TAX ])UEI .00 ]:NTEREST AN]) PEN. . O0 TOTAL ])UE . O0 ( IF TOTAL DUE TS LESS THAN $1, NO PAYMENT IS REQU/RED. TF TOTAL DUE 1S REFLECTED AS A 'CREDZT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE STDE OF THZS FORM FOR TNSTRUCT]:ONS.) ASSESSHENT OF TAX: 15. Amount of Line Zq at Spousal rata 16. Amount of Line 1~ taxable a~ Lineal/Class A rate 17. Aeoun~ of Line 1~ at Sibling ra~a 18. Amount of Line 1~ taxable at Collateral/Class B rate 19. Principal Tax Due TAX CRE])~TS: PAYMENT RECE/PT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAZD (-) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- tf any futura intarast in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of tho decedent after tho expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collataral) rate on any such future interest. PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTZONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (7Z P.S. Section 9140). Detach the top portion of this Notice and submit mith your payment to tho Register of Nills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT A refund of e tax credit, which was nat requested on the Tax Return, may be requested by compXeting an "Application for Refund of Pennsylvania Xnhmritancm and Estate Tax" (REV-1313). AppXications are avaiXabXe at the Office of the Register of Mills, any of the 2~ Revenue District Offices, or by calXing the special Iq-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers eith speciaX hearing and / or speaking needs: 1-800-447-3020 Any party in interest not satisfied with the appraisement, alXowance, or disallowance of deductions, or assessment of tax (incXuding discount or interest) as shomn on this Notice must object mithin sixty this Notice by: --aritten protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17X28-102X, 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 eriting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Rmviaa Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decadent" (REV-IS01) for an explanation of administratively ccrractabls errors. If any tax due is paid within three (3) calendar months after tho decedent's death, a five percent (SI) discount of tho tax paid is mlloaed. The 15~ tax amnesty non-participation penalty is computed on the total of tho tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in tho the same time period as you mould appea! the tax and interest that has been assessed as indicated on this notice. Interest ts charged beginning with first day of delinquency, or nine (9) months and Dna (1) day from the date of death, to the date of payment. Taxes mhich became delinquent before January 1, 1982 bear interest at the rate of six (TX) percent per annum calculated at a daily rate of .O00~6q. Al! taxes .hich became delinquent on and after January 1, 19BZ mil! bear interest at a rate .hlch .ill vary from calendar year to calendar year mith that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 209 .000548 1987 9X .000247 1999 7X .000192 1983 16X .000438 1988-1991 1IX .000301 2000 82 .000219 1984 112 .OO030l 1992 9X .OOOZq7 Z001 92 .000247 1985 152 .0003S6 1993-1994 72 .000192 ZOOT 62 .000164 1986 XO~ .000274 1995-1998 92 .000247 2003 52 .000157 --Interest is calculated as foZloas: INTEREST = BALANCE OF TAX UNPATD X NUNBER OF DAYS DELTNQUENT X DATLY TNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the data of the assessment. If payment is made after the interest computation date shown an the Notice, additional interest must ba calculated. COMMONWEALTH OF PENNSYLVANZA NO TICE OF CLAIM COURT OF COMMON PLEAS OF CUMBERLAND .COUNTY ORPHANS' COURT DIVISION Zn Re: The Estate of: RHEA LIPTON Deceased Court File No: 21-03-215 TO: THE CLERK OF THE ORPHANS' COURT D]:VZSXON: Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate, Estates, and Fiduciaries Code, 20 PA.C.S.A. §3532(b)(2). 1) Claimant's name: MBNA AMERICA P.O. BOX 15137 2) Claimant's address: 3) WILMINGTON, DE 19850--5137 8777679383 Creditor listed below is the owner and holder of a claim in the amount of $ 16650.00 4) The facts upon which this claim is based is an account for credit evidenced by the attached Affidavit of Account Stated. s) 6) 7) Decedent's address: 63 LONGVIEW DR MEOHANICSBURG, PA 17050 Date of Death: 03/03/03 That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by. On behalf of the claimant, ! do solemnly declare and affirm under the penalties of perjury that they Information and representations made herein are true and correct to the best of my knowledge, information and belief. Dated: ~/.~ 'Z~O V I/ Kyte Frenzel/Lucitte Roberts/Je/,?.a Lerbs - A~orized Representative For MBNA America Written notice of claim was given to PersonaKReprese~ative and/or_hi~/her counsel as stated below: FELICE E MAURER Name 63 LONGVlEW DRIVE Add tess MECHANICSBURG, PA 17050 City/State/Zip . Date notice rna'lied/ IN RE ESTATE OF: RHEA LIPTON AFFIDAVIT OF ACCOUNT The undersigned, being first duly sworn deposes and states the follows: Your Affiant is authorized by the Claimant as its Authorized Representative- In-Fact to make this Affidavit. ° Your Affiant has reviewed the account records of the Claimant with respect to the decedent. Your Affiant is familiar with these records and accounts and reviews them as a regular part of her duties. The Decedent purchased merchandise in the amount of $ 16650.00 evidenced by account number 4264298388783758 The unpaid balance does not include any post-death late payment charges, accrued interest, collection costs or attorney's fees. Further your affiant sayeth not MBNA America. Ogt'e of its Au/tl, forized Representatives: Kyle Frenzel __ Lucille Roberts Jessica Lerbs -~ MBNA America P. O. Box 15137 Wilmington, DE 19850-5137 Subscribed and sworn before me This ?~./ dayof ~.!/~ ,2003. LC: HBNA America P.O. Box '~5'~37 Wilmington, DE ~.9850-5~.37 877-767-~383 07/18/03 REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE 1 COURTHOUSE SQUARE, #102 CARLISLE, PA 17013 In the Estate of Probate Case No. Social Security No: Last known residence: Our Client: Account Number: Amount of Debt: RHEA LIFrON 21-03-215 206348274 63 LONGVIEW DR MECHANICSBURG, PA 17050 MBNA AMERICA 4264298388783758 $ 16650.00 Dear Sir or Madam Enclosed please find a Creditor's claim to be filed in the record w~th the above-referenCed Estate. Please remm a file stamped copy of the claim in the enclosed self-addressed, stamped envelope. Thank you for your assistance. If you have any questions or concerns, please call our firm toll free at 1-877-767-9383. Cordially, MBNA America Enclosures A check for $5.00 for the filing fee. CC: Attomey for Estate Personal Representative This letter is an attempt to collect a debt and any information obtained will be used for that purpose. This letter is from a debt collector. 2980 7/16/2003 972054 COMMONWEALTH OF PENNSYLVANIA NO TICE OF CLAIM COURT OF COMMON PLEAS OF CUMBERLAND ,COUNTY ORPHANS' COURT DIVISION In Re: The Estate of: RHEA LIPTON Deceased Court File No: 21-03-215 TO: THE CLERK OF THE ORPHANS' COURT DIVISION: Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate, Estates, and Fiduciaries Code, 20 PA.C.S.A. §3532(b)(2). 1) Claimant's name: MBNA AMERICA P.O. BOX 15137 2) Claimant's address: 3) WILMINGTON, DE 19850--5137 8777679383 Creditor listed below is the owner and holder of a claim in the amount of $. 3380,00 4) The facts upon which this claim is based is an account for credit evidenced by the attached Affidavit of Account Stated. s) 6) 7) Decedent's address: 6~ LONGVlEW DR MECHANIOSBURG, PA 17050 Date of Death: 03/03/03 That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by. On behalf of the claimant, ! do solemnly declare and affirm under the penalties of perjury that they ]:nformation and representations made herein are true and correct to the best of my knowledge, information and belief. Dated: ~o~ce~of lai~tlm K~wYi:sF r rica Written c as stated below: FELIGE E MAURER Name 63 LONGVlEW DRIVE Add ress MECHANICSBURG, PA 17050 City/State,/Zip, Date not(ce r~ailed IN RE ESTATE OF: RHEA LIPTON AFFIDAVIT OF ACCOUNT The undersigned, being first duly swom deposes and states the follows: Your Affiant is authorized by the Claimant as its Authorized Representative- In-Fact to make this Affidavit. Your Affiant has reviewed the account records of the Claimant with respect to the decedent. Your Affiant is familiar with these records and accounts and reviews them as a regular part of her duties. o The Decedent purchased merchandise in the amount of$ 3380.00 evidenced by account number 5490996024008398 The unpaid balance does not include any post-death late payment charges, accrued interest, collection costs or attorney's fees. Further your affiant sayeth not MBNA America. Ot66 of its A/dthorized Representatives: Kyle Frenz~l Lucille Roberts Jessica Lerbs ~ MBNA America P. O. Box 15137 Wilmington, DE 19850-5137 Subscribed and swom before me This ~-~.~_, day of _~/t/~(~ 2003._ - v , MBNA America P.O. Box :1.5:1.37 Wilmington, DE 877-767-g383 19850-5137 07/21/03 REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE 1 COURTHOUSE SQUARE, #102 CARLISLE, PA 17013 Re: In the Estate of Probate Case No. Social Security No: Last known residence: Our Client: Account Number: Amount of Debt: RHEA LIPTON 21-03-215 206348274 63 LONGVIEW DR MECHANICSBURG, PA 17050 MBNA AMERICA 5490996024008398 3380.00 Dear Sir or Madam ........ v,*,~,-, f,~nd a Crc&tot's c!ahn t,a be ~:~'~ in the ....... ~,~ ~ &, '~e ~ovz- referenc~ ~smto Ple~e re~ a ~e sm~d copy of~e cl~ ~ ~e enclo~d self-ad&essed, smped envelope. ~ you for yo~ ~sismce. If you have ~y quesfiom or conce~, ple~ c~ o~ ~ roll ff~ at 1-877-767-9383. Core,y, MBNA ~ca Enclosures A check for $5.00 for the filing fee. cc: Attorney for Estate Personal Representative This letter is an attempt to collect a debt and any information obtained will be used for that purpose. This letter is from a debt collector. 2980 7/16/2003 972054 COMMONWEALTH OF PENNSYLVANIA NOTICE OF CLAIM OF C~~ON PLEAS COUNTY ORPHANS' COURT DIVISION In Re: The Estate of: RHEA LIPTON Deceased Court File No: 2i-o3-215 TO: THE CLERK OF THE ORPHANS' COURT DIVISION Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate, Estates, and Fiduciaries Code, 20 PA.C.S.A. §3532(b)(2). Claimant's name: Claimant's address: 1) 2) 3) BANK ONE cio NCO Financial Systems, Inc Probate Department,~450 1804 Washington Boulevard Baltimore, MD 21230 (443)263-3300, ext 3304 Creditor listed below is the owner and holder of a claim in the amount of $16,119.92 4) The facts upon which this claim is based is a credit agreement between Creditor and Decedent, identified as account number which is evidenced by the attached affidavit of account stated. 5) 6) Decedenfs address: 63 LONGVlEW DR, MECHANICSBURG, PA 17050 Date of Death: 03/03/03 7) That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by On behalf of the claimant, I do solemnly declare,~d affirm under the~nalties of perjury that they Information and representatior~' madeJjerein are/tp~ and correct to the best of my knowledge, information and b~lief. · / / 2,/' Dated:July 24, 2003 ~/}~~'f~ ~ ~ ,AGENT /- Claimant ~ H51175 Written notice of claim was given to Personal Representative and/or his/her counsel as stated below: FELICE E. MAURER Name 63 LONGVIEW DR, Address MECHANICSBURG, PA 17050 City/State/Zip July 24, 2003 Date notice mailed Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 2/02/2005 MAURER FELICE E 63 LONGVIEW DR MECHANICSBURG, PA 17050 RE: Estate of LIPTON RHEA S File Number: 2003-00215 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: 3/03/2005 Your prompt attention to this matter will be appreciated. Thank You. S)~cerelb ,~ ..1...._# &~<l.i~.~ '.~./ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge ; .", . . e . Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name ofDecedent: 'R -4F..A S, L- tP7nrJ Date of Death: c:>~~Oo Estate No.: ~(?C>?> - (9(') 2. J -:'\ 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 l>?l No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. Ifthe answer to No. I is Yes, state the following: ~. was -h\e&. w-L# ~&, &~ W(LS U" 5 ()bl en.f, AiL Cf'f~S we1-€- !LcH-L It 'e d . 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 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 may be filed with the Clerk of the Orphans' Court and may be attached to this report. ~1t.'w!t !hOt/AlA' Sign ture Date: d..l n I OS r:EUu.. C: tLl4cJt2E/Z.. Name Capacity: c!J>b58 NtJIJ 1/ #'d jJlH!J( ll1r:J!I. Address-rJ-tf.- \!ILL../I-(,€S-, ~'- 3'd-/&:J- ,~.5J- :;U5Q- 7c..l!) Telephone No. EfPersonal Representative o Counsel for personal representative ~' r' .. I) '::., -c.) ,--. '.~ o