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Home My WebLink About03-0240 PETITION Estate of FRANK E. STRINGFKLLOW also known as FOR PROBATE and GRANT OF LETTERS To: Register of Wills for the Deceased. County of CUHB~ Commonwealth of Pennsylvania Social Security No. The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut or in the last wilt of the above decedent, dated January 3, 2003 and codicil(s) dated in the named ,19.__ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in CUMB~ County, Pennsylvania, with h_ I$ last family or principal residence at 215 YORK ROAD, CARLISLE, SOUTH HIDDLETON TONNSHIP, CUHBERIAND COIJN~, PENNSYLVANIA 17013 (list street, number and muncipalityl Decendent, then 88 years of age, died HARClt 2, 2003 , 19. ., at Carlisle Hospital, Carlisle, Cumberland, County, Pennsylvania 17013 Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incontpetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ {If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: 75,000.00 WHEREFORE, petitioner(s) respectfully presented herewith and the grant of letters.__ [herol). request(s) the probate of the last will and codicil(s) testamentary (testamentary; administration c.t.a.; administration d.b.n.c,t.a.) ~: [R~ Strinif ~ ~ Charles ellow ~.~. I Golf Ct. ~z2 Carli.le_. PA 17013 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTIt OF PENNSYLVANIA COUNTY OF CUMBERLAND The petitioner(si above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and ~orrec~ to the best of the knowledge and belief of petitioner(s)~d that as personal represen- tative(s} ~f the above decedent petitioner(s) will w~land truly admi~the e~ate according to law. Sworn to or affirmed and subscribed / II ~ ~ [~~ befo,'c me tl~i.s ~ day of ~rles R. S~i~fellow /~-~ ~- /~ Estate of ge. ta~ E. SXXXNGF~LOW , Deceased DECREE OF PROBATE AND GRANT OF LETTERS l~arch / ~ AND NOW the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated January 3, 2003 described therein be admitted to probate and filed of record as the last will of Frank E. Strin§fellow and Letters Testamentary · 2003 19 , in consideration of the petition on Charles R. Stringfellow are hereby granted to FEES Probate, Letters, Etc .......... $ .~Certificates( ) .......... Renunciation ................ $ TOTAL Filed . ../__..¢ ~ .......... RegisteLof Wills ATTORNEY (Sup. Ct. I.D. No.) WilliamA. Duncan ID # 22080 Ix'vine Row, Carlisle, PA 17013 ADDRESS 717-249-7780 PHONE LAST WILL & TESTAMENT OF FRANK E. STRINGFELLOW, of 215 York Road, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking any and all other wills and codicils heretofore made by me. FIRST. I direct that all my just debts and funeral expenses be paid from my estate as soon after my death as practically and conveniently may be done. SECOND. I direct that my remains be interred within my family's burial plot in accord with my expressed wishes. THIRD. I authorize my personal representative to expend funds from my estate, in such amoums as my personal represemative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. FOURTH. I give, devise and bequeath any and all tangible personal property owned by me at the time of my death unto my children, Carol L. Peffer, Frank E. Stringfellow, Jr., Charles R. Stringfellow and Darlene R. Sheaffer, in equal shares, per stirpes. FIFTH. I give, devise and bequeath any and all real estate owned by me at the time of my death, unto my children, Carol L. Peffer, Frank E. Stringfellow, Jr., Charles R. Stringfellow and Darlene R. Sheaffer, in equal shares, per stirpes. SIXTH. I give, devise and bequeath all the rest, residue and remainder of my estate unto my children, Carol L. Peffer, Frank E. Stringfellow, Jr., Charles R. Stringfellow and Darlene R. Sheaffer, in equal shares, per stirpes. SEVENTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. EIGHTH. I hereby nominate, constitute and appoint my son, Charles R. Stringfellow, as Executor of this my Last Will and Testament. In the event of renunciation, death, resignation or inability to act for any reason whatsoever of Charles R. Stringfellow, I nominate, constitute and appoint my daughter, Darlene R. Sheaffer, as Executrix of this my Last Will and Testament. I hereby relieve my Executor from the necessity of posting security in connection with his duties, as such, in any jurisdiction in which he may be called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executor, in his absolute discretion, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of my death. NINTH. I have made, or may from time to time make, a written memorandum expressing my desire to give certain items of personal property to specific persons. I urge my Executor and beneficiaries to respect these wishes. Such a memorandum, if made, shall be stored in conjunction with this Will. IN WITNESS Wi~EREOF, I have hereumo set my hand and seal to this, my Last Will and Testament, consisting of two typewritten pages this ~o day of January, 2003. Signed, sealed published and declared by the above named Testator Frank E. Stringfellow as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. COMMONWEALTH OF PENNSYLVANIA : : COUNTY OF CUMBERLAND : SS. I, Frank E. Stringfellow, Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; 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~ Frank E. Stringfellow thi~ ~-~lay of January, 20~03. ~~ -. ~otary Public ~ ~ ~ FRANK E. STRINGFELLOW[/' NOTARIAL. SEAL Cynthia L. Dart, Notaw Public South Middleton Twp,, Counb/of Cumberland My Commission Expires Aug. 14, 2004 COMMONWEALTH OF PENNSYLVANIA : :SS. We, &)~ }[ t~ ~.-'~,t rq ¢ a/x/ t witnesses whose names are signed to the attached o g ' g' t, being duly qualified according to law, do depose and say that we were present and saw Frank E. Stringfellow sign and execute the instrument as his Last Will; that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; and that to the best of our knowledge, the Testator was at that time eighteen (18) or more years of age, of sound mind and under no.coastraha~ orlundue influence. Sworn or affirmed to and NOTARIAL. SEAL Cynthia L. Dar~, Notary Public South Middleton Twr:,. ~ v'n~ ~f Cumberland My Com~rissior~ E'y¢:, ' , ,' q. 14 2004 CERTIFICATION OF NOTICE UNDER RULE 5.6(A) NAME OF DECEDENT: FRANK E. STRINGFELLOW DATE OF DEATH: March 2~ 2003 WILL NO. ~t~O~ ' ~2~O ADMIN. NO. TO THE REGISTER: I certify that notice of beneficial interest required by Rule 5.5(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on March 18~ 2003 : NAME ADDRESS Charles R. Stringfellow 1 Golf Court, Carlisle, PA 17013 Frank E. Stringfellow. Jr.. 2381Podocarpus Way. Clearwater. FL 33759 Darlene Sheaffer 40 WedEewood Drive. carlisle, PA 17013 Carol Peffer 2495 Walmlt Bottom Rd.~ Carlisle~ PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NO~. Capacity: __ William A. Duncan 1 Irvine Row Carlisle, PA 17013 Telephone 717-249-7780 Personal Representative x Counsel for personal representative Name Address COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: DUNCAN WILLIAM A ESQUIRE 1 IRVINE ROW CARLISLE, PA 17013 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT DUPLICATE NO. REV-1162 EX(11-96) CD 002573 ........ fold ESTATE INFORMATION: SSN: 716-09-4920 FILE NUMBER: 21 03-0240 DECEDENT NAME: STRINGFELLOW FRANK E DATE OF PAYMENT: 05/1 6/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 03/02/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $3,200.00 TOTAL AMOUNT PAID: $3,200.00 REMARKS: CHARLES RSTRINGFELLOW C/O WILLIAM A DUNCAN ESQUIRE SEAL CHECK# 0093 INITIALS: SK RECEIVED BY: DONNA M. OTTO DEPUTY 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 002958 DUNCAN WILLIAM A ESQUIRE 1 IRVINE ROW CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 716-09-4920 FILE NUMBER: 2103-0240 DECEDENT NAME: STRINGFELLOW FRANK E DATE OF PAYMENT: 08/29/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 03/02/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $322.43 TOTAL AMOUNT PAID: $322.43 REMARKS: CHARLES R STRINGFELLOW C/O WILLIAM A DUNCAN ESQUIRE SEAL CHECK# 0095 INITIALS: JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS REV-15~ EX+ (6-~0) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 171289601 REV.150( o I'-l INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) STRINGFELLOW FRANK E. DATE OF DEATH (MMDD-Year) I DATE OF BIRTH (MMV)D-Year) 03/02/2003 I 07/30/1914 (IF APPLICABLE} SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) OFFICIN- USE ONLY FILE NUMBER 2 1 -0 3 0 2 4 0 SOCIAL SECURITY NUMBER 7 1 6-0 g- 4 g 2 0 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER LU 0 0 r~l. Original Return [~4. Limited Estate ~-'~6. Decedent Died Testate (~wofwa) -"']9. Litigation Proceeds Received ~]2. Supplemental Return ~]4a. Futura Interest Compromise (da, ~f dea~ a~ 12-12-82) r"~ 7. D~nt Maintain~ a LM~ Trust {~ m~ dT~) ~ 10. S~usal Pove~ Cr~it (~e d ~ah ~. 12-31-91 ~ [---~ 3. Remainder Return (da~eofdealhlx, iorto 12-13-82) E~5. Federal Estate Tax Return Required ~ 8. Total Number of Safe Deposit Boxes [] 11. Election to tax under Sec. 9113(A) NAME WILLIAM A. DUNCAN FIRM NAME (If Appicabb) .EPHONE NUMBER 7-249-7780 I COMPLETE MAILING ADDRESS 1 IRVlNE ROW CARLISLE PA 17013 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Coq~oration, Padnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Properly (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. Debts 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) 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) 92,878.66 OFFICIAL USE ONLY (8) 11,025.34 92,878.66 (11) 11,025.34 (12) (13) 81,853.32 (14) 81,853.32 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 81,831.71 x .045 __ (15) (16) 3,682.43 3~682.43 17. Amount of Line 14 taxable at sibling rate X .12 (17) 18. Amount of Line 14 taxable at collateral rate X .15 (18) 19. Tax Due (19) Decedent's Complete Address: STREET ADDRESS · 1 IRVINE ROW QTY STATE CARLISLE PA Jzip 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Pdor Payments C. Discount 3.200.00 160.00 Interest/Penalty if applicable D. Interest E. Penalty (1) Total credits ( A + B + C) (2) Total Interest/Penalty ( D + E ) If Line 2 is greater than Une 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund (4) 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. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B), Make Check Payable to: REGISTER OF WILLS, AGENT 3,682.43 3~360.00 0.00 322.43 322.43 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 tmnsfon'ed; ......................................................................... [] [] b. retain the fight to designate who shall use the property ffansferred or its income,; ......................................[] [] c. retain a revasionary 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 considera~n? .......................................................................................... [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or secudty at his or her death2 ............... [] [] 4. Did decedent own an Individual Refirement Account, annuity, or other non-probate property which contains a beneficiary designation2 .................................................................................................. [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Unde~ penalties of pequry, I declare that I have examip~l this tatum, incbdm, g accompa~ng schedules an.d statements,,and to the best of my knowledge and belef, it is true, correct and compMe. Declaration of pref~mr other than the personal repr~nt~ve is based ~n aa ~nfc~Tnat~, of which preparer nas any Know~eage. /~. ~TU_RE O~E RS O~E S PO~[~.~/~E T URN DATE ADDRESS.~ I L-.--., . ir ~ SIGI~IATUR~ OF, PRF~A~ER THAN REPRESENTATIVE For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rote imposed on the net value of transfers to or for the use of the surviving spouse is 3% F2 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 Iransfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are sfill applicable even if the surviving spouse is the only beneficiary. For dates of death on or alter July 1, 2000: The tax rate imposed on the net value of b'ansfers Eom 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 b'ansfers to or for the use of ~ decedent's lineal beneficiaries is 4.5%, except es noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imoosecl on the net value of ffansfers to or for the use of the decedenfs siblin~ is 12% I72 P.S 69116(a/(1 311 A siblina is defined, under Section 9102. as an ~ 15~ EX + (1-97) COMMONWEALTH OF PENNSYLVAN~, INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF STRINGFEI, I, OW FRANK E. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 91 03 0240 Include the proceeds of litigation and the date the proceeds were received by the estate. All property joistly-owned with the right of sun,'ivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. BLUE CROSS REFUND 31.43 MEMBERS 1ST FEDERAL CREDIT UNION ACCOUNT # 203567 MET-LIFE INSURANCE THE PATRIOT NEWS REFUND WALNUT BOTTOM RADIOLOGY REFUND COMCAST CABLE REFUND RAIROAD RETIREMENT BENEFIT BLUE CROSS REFUND PENN NATIONALINSURANCE REFUND 90,054.52 1,518.99 45.45 88.80 21.86 1,096.00 9.61 12.00 TOTAL (Also enter on line 5, Recapitulation) $ 92,878.66 REV-1511EX* (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & AOMINISTRATIVE COSTS ESTATE OF STRINGFELLOW FRANK F~, Debts of decedent must be reported on Schedule I. FILE NUMBER 21 03 O24O ITEM · NUMBER DESCRIPTION AMOUNT 3. 4. 5. 8. 9. 10. 11. 12. 13. FUNERAL EXPENSES: REVEREND SHELLENBERGER EWING BROTHERS FUNERAL HOME, INC. WAYNE NOSS FLOWERS CLOTHING FOR DECEASED FAMILY RECEPTION ADMINISTRATIVE COSTS: Personal Representative's Commiseions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: Attorney Fees DUNCAN & HARTMAN, P.C. 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 REGISTER OF WILLS CUMBERLAND COUNTY Accountant's Fees State Zip Tax Return Preparer's Fees CUMBERLAND LAW JOURNAL (LEGAL AD) THE SENTINEL (LEGAL AD) M & T BANK CHECK CHARGE UGI GAS BILL PINKER & ASSOCIATES MEDICAL BILL PP & L ELECTRIC BILL SOUTH MIDDLETON MUNICIPAL AUTHORITY (WATER/SEWER BILL) 75.00 6,995.00 106.00 100.00 125.00 2,785.71 250.00 75.00 91.85 10.06 240.86 11.01 56.10 103.95 TOTAL (Also enter on line 9, Recapitulation) $ 11,025.34 ESTATE OF STRING! NUMBER II. ,~ANIA N SCHEDULE J BENEFICIARIES ELL(., ~/ FRANK E. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) CHARLES R. STRINGFELLOW 1 GOLF COURT CARLISLE, PA 17013 FRANK E. STRINGFELLOW, JR. 2381 POCLOCARUS WAY FL., 33759 DARLENE SHEAFFER 40 WEDGEWOOD DRIVE CARLISLE, PA 17013 CAROL PEFFER 2495 WALNUT BOTTOM ROAD CARLISLE, PA 17013 FILE NUMBER 0,3 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) SON SON I DAUGHTER DAUGHTER 0240 AMOUNT OR SHARE OF ESTATE 1/4 1/4 1/4 1/4 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, 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 SHEE] $ (If mnr~ c=-t~..a i~ n~'bnd ine. m'f nddifinnnl ~h~k: nf fha ~ma BUREAU OF TNDTVTDUAL TAXES INHERITANCE TAX D/VISION DEPT. 280601 HARRISBURG, PA 17128-0601 CONNONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEMENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX WILLIAM A DUNCAN I IRVINE ROW CARLISLE PA~,~Z701$ DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 10-1:3-2005 STRINGFELLON 0:3-02-200:3 21 0:3-0240 CUHBERLAND 101 Amoun1: RemL1:1:ed FRANK E HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF HILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 1701:3 CUT ALONG TH:KS LZNE I~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTZCE OF ]:NHERZTANCE TAX APPRA]:SENENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF STRINGFELLON FRANK E FILE NO. 21 0:3-0240 ACH 101 DATE 10-1:3-200:3 TAX RETURN NAS: (X } ACCEPTED AS FZLED ( } CHANGED RESERVATZON CONCERNING FUTURE ZNTEREST- SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORI$INAL RETURN 1. Real Es~a~a (Schedule A) (1) 2. S1:ocks and Bends (Schedule B) (2) 3. Closely Held S1:ock/Par1:nsrsh/p Zn1:eres1: (Schedule C) (3) ~. Mor1:gages/No1:es Receivable (Schedule D) (~) $. Cash/Bank DeposL1:s/Misc. Personal Proper1:y (Schedule E) (5) 6. Joln1:ly Owned Proper1:y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To1:al Assets APPROVED BEBUCTZONS AND EXEHPTZONS: 9. Funeral Expensas/Adm. Coal:s/Misc. Expanses (Schedule H) (9) 10. Deb1:s/Mor1:gage Liabili1:ies/Liens (Schedule 1) (10) 11. TGi:aX Deduc1:ions 12. Ne1: Value of Tax Rs1:urn 92~878.66 .00 .00 NOTE: To insure proper .00 credi1: 1:o your accoun1:, .00 submi1: 1:he upper por1:ion .00 of 1:his form wi1:h your .00 (8) 11,025.:34 .00 92,878.66 (11) (12) 81,85:3.:32 13. 1~. NOTE: reflect figures that include the total of ALL returns assessed to date. Chari1:able/Governeen1:el Beques1:s; Non-elec1:ed 9115 Trus1:s (Schedule J) (13) . O0 Ne1: Value of Es1:e1:e Sub~ec1: t:o Tax (lq) 81,85:3. :32 ]:f an assessaent ~as issued previously, lines 14, 15 and/or 16, 17, 18 and 19 ~ill ASSESSMENT OF TAX: 15. Amount of Line lq al: Spousal re1:e 16. Aeoun1: of Line lq 1:axable el: Lineal/Class A ra1:e 17. A.oun1: of Line 1~ al: Sibling ra1:s 16. Aeoun1: of Line lq 1:axeble si: Colla1:eral/Class B ra1:e 19. Principal Tax Due TAX CREDZTS: PAYHENT KECEZP1 DATE NUMBER (15) .00 x O0 = .00 (16) 81,853.:32 x 045= :3,682.45 (17) .00 x 12 = .00 (18) .00 x 15 = .00 (19)= :3,682.4:3 05-16-200:3 08-29-200:3 CD00257:3 CD002958 REFUND 10-06-200:3 DISCOUNT (+) ZNTEREST/PEN PAID (-) 168.42 .00 .00 AHOUNT PAZD 3,200.00 322.43 8.42- ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDIT/ONAL INTEREST. TOTAL TAX CREDIT :3,682.45 BALANCE OF TAX DUEI .00 INTEREST AND PEN. . O0 TOTAL DUE . O0 ( IF TOTAL DUE 1S LESS THAN $1, NO PAYMENT TS REQUIRED. ZF TOTAL DUE IS REFLECTED AS A 'CRED/T' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THTS FORM FOR TNSTRUCTTONS. ) RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CA): OBJECT/OHS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 1Z, 1982 -- 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 es[mia for life or for years, the Coalonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collatmra1) rata on any such future interest. To ~ulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z~ of ZOO0. (72 P.S. Section 91q03. Detach the top portion of this Notice and submit ~ith your payment to the Register of Hills 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, amy be requested by completing an "Application for Ra~und of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications ara available at the Office of the Register of #ills, any of the 23 Revenue District Offices, or by calling the special Iff-hour answering service for forms ordering: 1-800-362-Z050; services for taxpayers with specie1 hearing and / or speaking needs: 1-800-q47-30Z0 (TT only). Any party tn interest not satisfied Nith the appraisement, allowance, or disallowance of deductions, or assessment of tax [including discount or interest) es shown on this Notice must object wlthin sixty (60) days of receipt of this Notice by: --writ[an protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the aa[tar 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 writing to: PA Department of Revenue, Bureau of Individual Taxesj ATTN: Post Assessment Review 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 Decedent" (REV-1561) for an explanation of administratively correctable errors. Zf any tax due is paid within three (3) calendar months after the decadent's death, a five percent (52) discount of tho tax paid is allowed. The 1SZ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid ba~ore January 18, 1996, the first day after the end of the tax amnesty period. This non-participation panaIty is appealable in the same manner and In the the same time period as you Nould appeal the tax and interest that has been assessed as indicated on this notice. interest is charged beginning with first day of delinquency, or nine (9) months and Dna (I) day free the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (62) percent per annum calculated at a daily rate of .00016q. 211 taxes Nhich 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 for 1982 through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20X .000548 1987 90 .000247 1999 7~ .000192 1983 162 .000438 1988-1991 112 .000301 2000 8~ .000219 1984 11~ .000301 1992 9~ .000247 2001 9~ .000247 1985 ISX .000356 1993-1994 70 .000192 2002 6X .00016~ 1986 10~ .00027~ 1995-1998 9~ .000247 2003 5~ .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAZD X NUHBER OF DAYS DELINQUENT X DALLY XNTEREST FACTOR --Any Notice issued after the tax becomes daXinquent wiXX reflect an interest caZcuXation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest coeputmtion date shown on the Notice, additional interest must ba calculated. BUREAU OF 'rNDTVZDUAL TAXES INHERITANCE TAX DTVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE ZNHERZTANCE TAX STATEHENT OF ACCOUNT REV-16a? EX AFP {01-05) WILLIAM A DUNCAN I IRVINE ROW CARLISLE PA 17015 DATE 10-20-2005 ESTATE OF STRINGFELLOW DATE OF DEATH O$-OZ-ZO05 FZLE NUMBER 21 05-0240 COUNTY CUMBERLAND ACN 101 Amoun~ Remi~:'Eed FRANK E HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~co your account, submi~ ~he upper por/cion of ~his form wJ~:h your ~ax payment:. CUT ALONG THZS LINE ~ RETA'rN LOWER PORTION FOR YOUR RECORDS -~ REV-1607 EX AFP (O't-03) ..x 'rNHERZTANCE TAX STATEMENT OF ACCOUNT --x ESTATE OF STRINGFELLOW FRANK E FILE NO. 21 05-0240 ACN 101 DATE 10-20-2005 THIS STATEMENT IS PROVTDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAHED ESTATE. SHO#N BELO# TS A SUMMARY OF THE PRTNCTpAL TAX DUE, APPLZCATTON OF ALL PAYMENTS, THE CURRENT BALANCE, AND.. TF APPL'rCABLE, A PROJECTED TNTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-06-2005 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): $,682.45 PAYHENT RECEIPT DISCOUNT ¢+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 168.42 05-16-2005 08-29-2005 10-06-2005 CD002575 CD002958 REFUND .00 .00 ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL /NTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT IS REQUXRED. XF TOTAL DUE IS REFLECTED AS A 'CREDIT' (CR), 5,200.00 $22.45 TOTAL TAX CREDZT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 $,682.45 .00 .00 YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THTS FORH FOR TNSTRUCTTONS. PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the nama and address printed on the reverse side. -- If RESIDENT DECEOENT make check or money order payable to: REGISTER OF NZLLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONNEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credlt, 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 ara avaiIabIe at the Office of the Register of #ills, any of the Z3 Revenue District Offices or from the Depart]aent's Iq-hour answering service for forms ordering: 1-800-36Z-10S0; sarvicas for taxpayers with special hearing and / or speaking needs: Z-BO0-qq7-5020 (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. gE0601, Harrisburg, PA 171ZB-O60l, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (5) calendar months after the dacadent's death, a five percent (aZ) discount of the tax paid is allowed. PENALTY: Tho 151 tax amnesty non-participation penalty is computed on tho total of the tax and interest assessed, and not paid before January lB, 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 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 .000164. A11 taxes which became delinquent on and after January 1, 1981 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. Interest Daily Year Rate Factor Year The applicable interest rates for 1981 through 2003 ara: Interest Daily Interest Daily Rate Factor Year Rate Factor 1982 20Z .00054B 1987 9Z .O00gq7 1999 7Z .000192 1985 XBg .000458 1988-1991 llg .000501 2000 8g .000219 1984 Ill .OOOSOl 1992 9Z .000247 2001 92 .000247 1985 132 .000556 1995-1994 72 .000192 2002 62 .000164 1986 lOX .000274 1995-1998 9Z .000247 2003 52 .000157 --Xntmrest is caXculatad as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY TNTEREST 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. . Register of Wills of Cumberland County Name of Decedent: STATUS REPORT UNDER RULE 6.12 f'\it4\v0k E c, \: \RLvJ~ fT.LLcu) Estate No.: < 3 /()~~ 'D:' 1joo~ - Dtn....\{O Date of Death: 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: I. Statwther administration of the estate is complete: Yes"" No 0 2. If the answer is No, state when the personal representative reasonably bel~eves that the administration will be complete: --:, 3. If the answer to No. I is Yes, state the following: -,."..] a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. Tbe separate Orphans' Court No. (if any) for the personal representative's account is: .~- 0"" c. Did the person~.r resentative state an account informally to the parties in interest? Y es ~ 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 d may be attached to this report. v Gil_L sI.-r fA 170r'~ Address ' III - ~~q.~~ ~l1 K:, Date: 1- yo) Name l GuLf Ct Telephone No. Capacity: B-Personal Representative o Counsel for personal representative if Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 2/02/2005 DUNCAN WILLIAM A 1 IRVINE ROW CARLISLE, PA 17013 RE: Estate of STRINGFELLOW FRANK E File Number: 2003-00240 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: 3/02/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge J