HomeMy WebLinkAbout04-0740 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Sadie E. Line No 21-04 ~ 0 ~ '~ ~)
also known as To: Register of Wills for the
County of Cumberland in the
Social Security No. 174-05-2344 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older and the executrix named
in the last will of the above decedent, dated Nov.18,1993
and codicil(s) dated N/A
(state relevenat circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in Cumberland County, Pennsylvania,
with her last family or principal residence at
14 Clilton Terrace, S. Middleton Township
(list street, number and municipality)
Decedent, then 92 years of age, died July 25,2004
at
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: No Exceptions
Decedent at death owned property with estimated valnes as follows:
If domiciled in Pa.) All personal property $ unestimated
[f not domiciled in Pa.) Personal property in Pennsylvania $
If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvauia $
situated as follows:
Total: unestimated
WHEREFORE, petitioner(s) respectfully request(s) '
the probate of the last wlllT~nd codi~l(s)
presented herewith and the grant of letters testamentary .- (testamentary; administration ~.t.a.; adr~nistrati0n d.b.n.c.t.a.)
thereon.
Patricia F. Rhodes
14 Clifton Terrace
Carlisle PA 17013
OATH OF PER~/ONAL REPRSENTATIVE
COMMONWEATLH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
The petitioner(s) abovemamed swear(s) or a£firm(s) that the statement in the foregoing pcition 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 ~day of
August, 2004 ~,;/, ~
STATUS REPORT UNDER RULE 6.12
Name of Decedent: SADIE E. LINE
Date of Death: JUL Y 25, 2004
Will No.
Admin. No. 21-04-0740
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes (X) No ( )
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
(a) Did the personal representative file a final account with the Court?
Yes () No (X).
(b) The separate Orphans' Court no. (if any) for the personal
representative's account is:
(c) Did the personal representative state an account informally to the
parties in interest? Yes (X) No ( )
(d) Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
, ")
>/(. ~",r /17 ~ ~, '4-~1
Signature
Date: JUNE 2, 2006
L.
Robert M. Frey
Name (Please type or print)
C'l
(.
5 South Hanover Street
Carlisle. Pa 17013
Address
(717) 243-5838
Telephone No.
Capacity: ( ) Personal Representative
( X ) Counsel for personal representative
No. 2 -04 - 0 q
Estate of Sadie E. Line , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW /~ (~ ~ 1i 20 0'~ , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated__ Nov.18,1993
described therein be admitted to probate and filed of record as the last will of
Sadie E. Line
and Letters Testamentary
are hereby granted to Patricia F. Rhodes
, Regismr ~f Wills ~'~ :
FEES
Probate, Letters, Etc. $ ~ 5,:~ (~'~ Robert M. Frey ~06274 ~ ~
Short Certificates(~ )~ $ (~[. ~ ~ ATTORNEY (Sup. Ct. hD. No.) / 4
~o~ ~ ,,~ ~ ~, ~: ~ s South ~o~e~ St~t
.~ $ ~ ~.. ~'~' Carlisle, Pennsylvania 17013
Tota , h:~.~: ~, ADdreSS
Filed ........................................ (717) 243-5838
PHONE
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
Robert M. Frey and Robert G. Frey
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according
to law, depose(s) and say(s) that they were present and saw Sadie E. Line, the testatrix, sign the
same and that they signed as a witness at the request of testatrix in her presence and (in the
presence of each other) (in the presence of the other subscribing witness(es)).
affirmed and subscribed before J/~'-~' '~" ""~['~e..~
Sworn
to
or
me this [ l Tm day of ROBERT M. FREY
/
August, 2004 5 South Hanover St., Carlisle PA 17013
ROBERT G. ~EY ~' 3 ~ ~
5 South Hanover St.?Carlisle PA 170(~
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NONSUBSCRIBING WITNESS
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
they are familiar with the signature of Krista King, (one of the subscribing witnesses to) the will
presented herewith and that each believes the signature on the will is in the handwriting of Krista
King to the best of our knowledge and belief.
Sworn to or affirmed and subscribed before
me this _day of
,2004
Register
~ ~ JUL 2 8
CE~TI~ICAT~ OF DEATH
~ ,~e 20,191 ~thlehem, PA .
~ ~ ~rland ~ S.Middleton ~... Manor ~re Health Se~ices ~,~'~
[', .( \ {~ LAST WILL AND TESTAMENT .::
~ OF -'
SADIE E. LINE
I, SADIE E. LINE, widow, of South Middleton Township (mailing address: 14 Clifton
Terrace, Carlisle, Pennsylvania 17013), Cumberland County, Pennsylvania, bei~g of so.~rd and
disposing mind, memory and understanding, do hereby make, publish and decla~this a~m.od for
my Last Will and Testament hereby revoking and making void any and alt Wills b~e at and'time
heretofore made.
1. I direct my hereinafter named Executor to pay all of my just debts and funeral expenses
and all expenses of administration of my estate as soon after my death as may be found convenient
to do so. I direct my Executor to pay out of the property which would otherwise become a part of
the residuary estate all estate, inheritance, transfer and succession taxes, including interest and
penalties thereon, which may be lawfully assessed by reason of my death. I hereby waive on
behalf of my estate any right to recover any part of such taxes, interest or penalties from any
person, including any beneficiary of insurance on my life and anyone who may have received from
me or from my estate any property which is taxable as a part of my estate.
2. I direct that my funeral services be conducted by Hoffman-Roth Funeral Home, 219
North Hanover Street, Carlisle, Pennsylvania, in a manner substantially similar to the
arrangements made by me for the funeral of my husband, Frank Line, and that my body be interred
beside his on our burial lot located in Cumberland Valley Memorial Gardens near the Borough of
Carlisle, Pennsylvania.
3. I give and devise and bequeath to my niece, Patricia F. Rhodes, her heirs and assigns,
all real estate which I may own at the time of my death including my household goods and
farnishings located therein, provided she shall survive me by a period of ninety (90) days, but
should she fail to so survive me then to such of her issue as shall survive me by a period of ninety
(90) days, their heirs and assigns, per stirpes.
4. I give and bequeath whatever automobile I may own at the time of my death together
with all articles of personal use and adornment, clothing, and any other tangible personal property
generally to my niece, Patricia F. Rhodes, her heirs and assigns, provided she shall survive me by
a period of ninety (90) days, but should she fail to survive me then to such of her issue as shall
survive me by a period of ninety (90) days, their heirs and assigns, per stirpes.
5. I give and bequeath to my friend, Kathryn E. Loy, the sum of Five Thousand and
no/100 --- ($5,000.00) --- Dollars, provided she shall survive me by a period of ninety (90) days
but should she fail to so survive me then the same shall lapse and be included in the residue of my
estate.
6. I give and bequeath the amounts indicated to the following named persons, their heirs
and assigns, provided each of them shall survive me by a period of ninety (90) days, but should
any of them fail to so survive me then the share such deceased person would have received shall
pass to such of his or her issue as shall survive me by a period of ninety (90) days, their heirs and
assigns, per stirpes, and if there be no such issue the same shall lapse and be added to the residue
of my estate:
a) To my great-niece, Amy L. Rhodes, the sum of Five Thousand and no/100 ---
($5,000.00) --- Dollars;
b) To my great-nephew, Todd A. Rhodes, the sum of Five Thousand and no/100 ---
($5,000.00) --- Dollars;
c) To my great-nephew, Garth A. Hoffman, the sum of Three Thousand and no/100
--- ($3,000 00) --- Dollars;
d) To my great-nephew, Scott Hoffman, the sum of Three Thousand and no/100 ---
($3,000.00) --- Dollars;
e) To my great-niece, Jill Hoffman, the sum of Three Thousand ($3,000.00) ---
Dollars; and
f) To my friend, Lois Spangler, the sum of Five Thousand and no/100 ---
($5,000.00) --- Dollars.
7. I give and bequeath to my faithful friend, Shirley Weston, who has so loyally helped
me maintain my home, the sum of One Thousand and no/100 --- ($1,000.00) --- Dollars provided
she shall survive me by a period of ninety (90) days, but should she fail to so survive me then the
same shall lapse and be included in the residue of my estate.
Page 1 of 3 Pages
8. I give and bequeath to my friend, Joyce Palm, the sum of Two Thousand and no/100
--- ($2,000.00) --- Dollars provided she shall survive me by a period of ninety (90) days, but
should she fail to so survive me then the same shall lapse and be included in the residue of my
estate.
9. I give and bequeath to the Board of Trustees of First Presbyterian Church located on
the Public Square in Carlisle, Pennsylvania, the sum of Two Thousand and no/100 --- ($2,000.00)
--- Dollars to be used for such purpose or purposes as said Board shall deem best.
10. All of the rest, residue and remainder of my estate, real, personal and mixed, and
wheresoever the same may be situate, I give, devise and bequeath in the amounts indicated to the
following persons, their heirs and assigns, provided each of them shall survive me by a period ot
ninety (90) days, but should any of them fail to so survive me then the share such deceased person
would have received shall pass to such of his or her issue as shall survive me by a period of ninety
(90) days, their heirs and assigns, per stirpes, and if there be no such issue the same shall lapse
and be added proportionately to the other shares, per stirpes:
a) Two parts, or 50% thereof, to my niece, Patricia F. Rhodes;
b) One part, or 25% thereof, to my nephew, John G. Fuehrer, II; and
c) One part, or 25% thereof, to my niece, Carolyn F. Hoffman.
11. I hereby nominate, constitute and appoint my niece, Patricia F. Rhodes, as Executrix of
this my Last Will and Testament and direct that she shall not be required to post any bond to secure
the faithful performance of her duties in the Commonwealth of Pennsylvania or in any other
jurisdiction. I further encourage my said Executrix to confer with and obtain the services of my
my accountant, William H. McKeon, in regard to any matter or subject concerning the settlement
of my estate where his special knowledge of my affairs may prove helpful.
12. In regard to any shares of stock of Financial Trust Corp which I may own at the time of
my death, I authorize my Executor to retain the same or to distribute the same in kind to the
persons entitled to receive the residue of my estate, or to sell all or any part thereof as my Executor
shall, after notification to the persons who might receive distribution in kind, deem appropriate.
13. In addition to the powers conferred by law, my Executor is empowered:
a. To invest any part of the corpus in such securities, investments, or other property as
may be deemed advisable and proper, irrespective of whether the same are authorized for the
investment of estate funds under the laws of any governing jurisdiction.
b. With respect to any corporation, the stocks, bonds, or other securities of which may
be held, to vote in person or by proxy on any shares of stock; to consent to the merger,
consolidation or reorganization of such corporations; to consent to the leasing, mortgaging or sale
of the property of any such corporations; to make any surrender, exchange or substitution of such
stocks, bonds or other securities as an incident to the merger, consolidation or reorganization of
such corporations; to pay all assessments, subscriptions and other sums of money which may be
deemed wise and expedient for the protection and maintenance of the proportionate interest of the
investment in such corporations; to exemise any option or privilege which may be conferred upon
the holders of such stocks, bonds, or other securities of such corporations either for the conversion
of the same into other securities or for the purchase of additional securities, and to make any and all
necessary payments which may be required in connection therewith; and generally to have and
exercise as to all such stocks, bonds and other securities, the powers of an individual owner who
is under estate obligation.
c. To hold the corpus in one or more consolidated funds in which separate shares shall
have undivided interests.
d. To sell at public or private sale for cash or upon credit, or partly for cash and partly
on credit, and upon such terms and conditions as shall be deemed proper, any part or parts of the
estate, and no purchaser at any such sale shall be bound to inquire into the expediency or propriety
of any snch sale or to see to the application of the purchase moneys arising therefrom.
e. To keep on hand and uninvested such money as may be deemed proper and for such
period as may be found expedient.
f. To compromise, settle or arbitrate any claim or demand in favor of or against the
estate.
g. And authorized in the discharge of fiduciary duties, to employ counsel and tc
determine and to pay such counsel reasonable compensation which shall be charged against the
principal or income of the estate fund, and shall further be entitled to charge against the principal or
Page 2 of 3 Pages
income such other reasonable expenses and charges as may be necessary and proper to incur fo~
the proper discharge of fiduciary duties and for the proper management and administration of the
estate.
h. In making any division of property into shares for the purpose of any distribution
thereof directed by the provisions of this Last Will and Testament, to make such division or
distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most
expedient, and in making any division or distribution in kind may allot any specific security or
property or any undivided interest therein to any one or more of such shares, and to that end may
appraise any or all of the property so to be allotted and the judgment as to the propriety of such
allotment and as to the relative value for purposes of distribution of the securities or property se
allotted shall be final and conclusive upon all persons interested in the estate or in the division or
distribution thereof.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will
and Testament written on three (3) pages, this 18th day of November, 1993.
~.-~-,Kc_~-~: ~ (SEAL)
Sadie E. Line
Signed, sealed, published and declared by SADIE E. LINE, the Testatrix above-named, as
and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in
the presence of each other, have hereunto subscribed our names as attesting witnesses.
REV-1162 EX(ll 96)
HARRISBURG, PA 17128 0601 PENNSYLVANIA
RECEIVED FROM: iNHERITANCE AND ESTATE TAX
OEF,C,ALRECEIPT NO. CD 004509
RHODES PATRICIA F
14 CLIFTON TERRACE
CARLISLE, PA 17013
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 $326,610.00
!STATE INFORMATION: SSN: 174-05 2344
:ILE NUMBER: 2104-0740
DECEDENT NAME: LINE SADIE E
DATE OF PAYMENT: 10/18/2004
POSTMARK DATE: 1 0/18/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 07/25/2004
TOTAL AMOUNT PAID: $326,610.00
REMARKS: P RHODES
CHECK# 101
INITIALS: VZ
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 11/01/2004
FREY ROBERT M
5 S HANOVER STREET
CARLISLE, PA 17013
RE: Estate of LINE SADIE E
File Number: 2004-00740
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 11/21/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Judge
Cumberland County - Register Of wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 11/01/2004
RHODES PATRICIA F
14 CLIFTON TERP~ACE
CARLISLE, PA 17013
RE: Estate of LINE SA/DIE E
File Number: 2004-00740
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 11/21/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FAP~NER STRASBA~rGH
Clerk of the Orphans' Court
cc: File
Counsel
Judge
CERTIFICATION OF NOTICE UNDER RULE 5.$(a)
Name of Decedent: SADIE E. LINE
Date of Death: July 25, 2004
Will No. Admin. No. 21-04-0740
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: November 10, 2004
Name Address
Patricia F. Rhodes 10A Roxiticus, Mendeham, New Jersey 07945
John G. Fuehrer, II 1205 West Main Street, Ephrata PA 17522
Carolyn F. Hoffman 740 Woodbury, York PA 17403
Notice has now been given to all persons entitled thereto under Rule 5.6(a)
except NO EXCEPTIONS
Date: November 10, 2004
SIGNATURE
NAME: Robert M. Frey
ADDRESS: 5 South Hanover Street
Carlisle, Pennsylvania 17013
Capacity: Personal Representative
X Counsel for Personal Representative
'0('.1"_ " IZi5 ('", J- ~.,~ '
'Pel "3t,5 liD "1T' V ~
D<:",- 3S6iiREV.150
INHERITANCE TAX RETURN
RESIDENT DECEDENT
2\7
REV.1500 EX (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT.2B0601
HARRISBURG, PA 17128-0601
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Sadie E, Line
DATE OF DEATH (MM-OD-YEAR)
OFFICIAL USE ONLY
FilE NUMBER
21-04-0740
COUNTY CODE
NUMBER
YEAR
SOCIAL SECURITY NUMBER
174-05-2344
DATE OF BIRTH (MM-OD-YEAR)
THIS ReTURN MUST liE FN.ED IN PUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
7/25/2004 6/20/1912
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
03
05
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o 2. Supplemental Return
D 4a. Future Interest Compromise (dale of death after 12-12-82)
D 7. Decedent Maintained a Living Trust (Attact\ copy of Trust)
010. Sp"usalPoVf!ltyCredRldaleofdllath between 12_31091 and 1.1-95)
010 Original Relum
D4.limrtedEstate
o 6. Decedent Died Testate (Attach copy of Will)
o 9. Utigation Proceeds ReceIved
1'Hlljl!cmlll,,,,.\l$l!\lll'
NAME
Robert M. Fre
FIRM NAME (If Applicable)
Fre and Tile
TELEPHONE NUMBER
RemalnderRetum (date Of death priolto 12-13-62}
Federal Estate Tax Return Required
.....:L ~t Total Humber of Safe Deposit Boxes
011. Election to tax under Sec. 9113(A) (AttaCh 8ch 0)
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717 243-5838
1. Real Estate (Schedule A)
2. Stocks and Bonds (schedule B)
3. Closely Held Corporation, Partnership or Sale-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
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6. JoIntly Owned Property (Schedule F)
Dseparate Billing Requested
7. Inter-Vivos Transfer & Miscellaneous Non-Probate Property
(Schedule G or L)
8. TOTAL GROSS ASSETS (total lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I) :10)
COMPLETE MAlUNG ADORESS
5 South Hanover Street
Carlisle, Pennsylvania 17103
OFFICIAL USE ONLY
(1) 82,500 f~',,;)
,
,
2,235,181 "'''j
(2)
(3) NONE r_',
(4) NONE ,-
(5) 3,555
(6) 93,887
(;',
(7) NONE
2,415,123
(9)
12. NET VALUE OF ESTATE tUne 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not
been made (Schedule J)
2,220,699
2,000
2,218,699
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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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 llneal rate
17. Amount of Une 14 taxable at sibling rate
18. Amount of Une 14 taxable at collateral rate
19. Tax Due
x .0 (15)
X ,0 (lB)
x .12 (17)
2,218,699 X .15 (18)
(19)
332,805
332,805
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200
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217
REV-1S02 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
Sadie E. Line 21-04-0740
All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which ,property
would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jOlntly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Real Estate, 14 Clifton Terrace, N.Middleton Township, undivided 1/2 interest
VALUE AT DATE
OF DEATH
82,500
TOTAL (Also enter on line 1 Recanitulation\ $
(If more space is needed, insert additional sheets of the same size)
82 500
./~r-- ~~ ~ ~ /.9.M'
93 ENCKS Mill ROAD
17013
Phone: (717) 243.5102
m
nEAuon.
October 1, 2004
To: Patricia Rhoades, Executrix of the Estate of
Sadie F. Line, Deceased
clo Robert M. Frey, Esquire
5 South Hanover Street
Carlisle, PA 17013
Re: Appraisal of Real Estate Owned
by Sadie F. Line, located
at 14 Clifton Terrace, South Middleton Township, PA
Dear Ms. Rhoades:
1 have appraised the real estate located at 14 Clifton Terrace in South Middleton
Township, Cumberland County, Pennsylvania, in which Sadie F. Line owned an undivided one-
half interest as a tenant in common. At the time of her death on July 25, 2004, it is my opinion
that the fair market value of the entire property was $165,000.00, and therefore the fair market
value of her half interest in the property on the date of her death was $82,500.00.
1 have no interest of any kind in the estate of Sadie F. Line and this appraisal is submitted
by me based on my more than 45 years experience as a real estate broker in Cumberland County.
Linwood B. Phillips, Jr.
LBP/tI
217
REV-1503 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE 8
STOCKS & BONDS
ESTATE OF
Sadie E. Line
FILE NUMBER
21-04-0740
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2.
3.
DESCRIPTION
Wachovia Securities Acel #EA015432-1032(22,257 shares M&T Bank@93.145)
M& T Investment Group #415268606
Merrill Lynch Account #87-46177
VALUE AT DATE
OF DEATH
2,073,128
141,556
20,497
TOTAL (Also enteron line 2 Recanitulation $
(If more space is needed, insert additional sheets of the same size)
2235181
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Estate Valuation
Date of Death:
Valuat.ion Date:
Processing Date:
07/25/2004
07/25/2004
08/10/2004
Shares
or Par
Securi ty
Description
High/Ask
11
2835.651 MT8 GROUP FDS (55376T817)
INTRM BD I I
NASDAQ
07/23/2004
21
3315.265 MTB GROUP FDS (55376T2211
SHR DUR GV I I
NASDAQ
07/23/2004
3)
3247.846 MTB GROUP FDS (55376T1891
STRM. CORP BD I I
NASDAQ
07/23/2004
41
2999.81 MTB GROUP FDS (55376V705)
USGVBDII
NASDAQ
07/23/2004
51
1516.434 MTB GROUP FDS (55376TBB2)
EQ INDEX I I
NASDAQ
07/23/2004
Total Value:
Total Accrual:
Total: $134,518.97
Low/Bid
10.03000 Bid
9.63000 Bid
9.84000 Bid
9.47000 Bid
9.09000 Bid
Estate of: Sadie ELine TUA
Account: 415268606
Report Type: Date of Death
Number of Securities: 5
File In: Line, Sadie E, TUA
Mean and/or Div and Int Security
Adjustments Accruals Value
10.030000
9.630000
9.840000
9.470000
9.090000
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Page 1
Tlllccrrn! CASII
28,441. 58
31/926.00
31.958.80
28,408.20
13,784.39
$134,518.97
$0.00
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L I
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (B18) 313-6300 or WWW'.evpsys.cQtt'.. (Revision '1.0.2)
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REV-150B EX+ (6-9B)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Sadie E. Une
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property lointlv-owned with richt of survivorship must be disclosed on Schedule F.
FILE NUMBER
21-04-0740
ITEM
NUMBER DESCRIPTION
1 Cash in Safe Deposit Box
2 Household Goods
3 Automobile, 95 Buick Sedan
4 Refund, Capitai Blue Cross Insurance Premium
5 Refund, Michael J. Camiinde & Associates, Inc.,Medical
VALUE AT DATE
OF DEATH
293
500
2,500
244
18
TOTAL (Also enter on iine 5, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
3,555
DEPARTMENT OF TRANSPORTATION
CERTIFICATE OF TITLE FOR A VEHICLE
~..\:~!r:ra~. . ~~\~i~rf,~~,illil~-~ill ~ _~im Ito{lll'lh'Jf. h' I'!'l::f"" I: .11;;1 ~ ~ ~lIN."1:'~l.'I.hll'" I.,
f&;, ~5144DD56003455-001
a~ 1G4HP52LOSH446278 ~5 BUICK
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~~ V1:I-HCU:;IDENTlfICATlONNUMBER YEAR MME OF VEHICLE
~ SDN 0 I I I I
-,.,,>- BODY TYPE ""' SEAT CAP UNLADEN WEIGHT C'NWA
6/07/95 6/07/95 I I 6/07/95
DATE PA TITLED DAlE. OF ISSUE PRlORll1LESTAfE DOOM PRoeo DATE
48477479901
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T RECQVERED THEFT VEHICLF.
V \lEHlClECONTAII'lSflEI:<$UEDVlN
W ~FLOOO ~EHICLE
~ ~ FORMERLY A TAXI
SADIE F LINE
14 CLIFTON TERRACE
CARLISLE PA 17013
.
FIR."TLlENF/l.VOP.OF
SECOND LIEN FAVOA OF
FIR$1 UC!-<l REl_J.:ASED
OATE
~
i1asecondlienholderlslisted.uponsatisfllctionollliatirsllien,Illehrst
lienholder musl lorward thi,. Tit~ to the Bo'a&\] 01 Molor VBhtdes with the
nrprop';<lte lormand fee
"
,AUTHORIZED REPRESENTATIVE
SIOCONDLlENAELEASED
DATE
MAILlNGADORES$
"
AUTHORIZED FlEPAESENTATIVE
SADIE ELINE
14 CLIFTON TERRACE
CARLISLE PA 17013
!\
I
1 certity as of lhedQte of Issue,"lhe official records of the Pennsylvania Department
of Transportation reflect that the person(s.\o( comp.e,!I'I namedl1e1emis ihelawtul owner
of Ihesaid vehicla
".-'"
8RAOLEYl
217
REV-1S09 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESlDENT DEceDeNT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Sadie E. Line
FILE NUMBER
21-04-0740
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. Patricia F. Rhodes
10A Roxiticus Road
Mendeham, New Jersey 07945
Niece
B.
C.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND aANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT IDENTifYING NUMBER. ATTACH PEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
,. A. 9/1/67 M&T Bank, Checking Account #455148 181,124 50.00% 90,562
A. 12/1172 U.S. "E" Savings Bond 6,650 50.00% 3,325
TOTAL (Also enter on line 6 RecaDitulation $ 93 887
(If more space is needed, insert additional sheets of the same size)
"..p ,'" u't OS: O'ta
CIS
1302S3...2136
p.1
r:g M&fBank
4lJV Milch..:lI Rn.;,td. MiII.\"I"".I>1.~ "1966 MpilCuck: [)H.MIl-12
!'hon, (SBS) ;02-4349
I'D. (302) 9:14-29;;
.o;c".._21.2.....
Fax: 717-243-6441
l<'rL'Y & Tiley
Attorncyy At Law
5 South lIanover Street
Carli~lc, Pcon.~ylvanill 170]3
Rl': F."IIIIl' (If Sadie F:. Une
S"ciol'<;''''lIriIY: 174-05-2344
/Jole "f'J)emh: July 25 , 2004
Ol'ar Sir or M;idam:
Per your inquiry dated ScplCmbcr 21,2004, please he ..Ivised 11m! at the lime of dcalh, the ab()VL~named ili:.,,'Ilo:1l1 r.,d IIn
lk-posit with this trdJIk the foJlowiu~:
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"'or fureher ._ccuunl information, n.1:.I'rdin~ ownership, dosure~ .md/or rcimb"~m'mt orruntls, etc., pietist ('all the
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Records Man.1;.:cnlL"lU
SERIES E
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SADIE E. LINE
14 CLIFTON TERRACE
CARLISLE. PA 17013
OR
P4TRICIA F. RHODES
OEC 1972
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SADIE E. LINE
14 CLIFTON TERRACE
CARLISLE. PA 17013
OR
PATRICIA F. RHODES
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14 CLIFTON TERRACE
CARLISLE, PA 17013
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PATRICIA F. RHODES
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SADIE E. LINE
14 CLIFTON TERRACE
CARLISLE. PA 17013
OR
PATRICIA F. RHODES
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< " SADlfE. LINE
. 14 CLtFTOIi n.Il.\UCE F~O PHIL
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JU~ H 1991:
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AUBLE, PA 170U
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CARLISLE, PA 11013
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H CLIFTON TERRAtE
CAHISLE. PA 17013
PATRICIAF. RHODES
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217
REV-1511 EX + (12.99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
21-04-0740
Sadie E. Line
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Hoffman-Roth Funeral Home, Funeral Services 5,623
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s) Patricia F. Rhodes
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address 10A Roxiticus
C;ty Mendeham Stat. NJ Z;p 07945
Year(s) Commission Paid: 2006 120,756
2. Attorney Fees 62,630
3. Family Exemption: (If decedent's address is not the same as claimant's. attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 890
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Cumberland Law Journal, Advertising 75
8. The Sentinel, Advertising 129
9. Register of Wills, (2) Short Certificates 6
10. Register of Wills, Filing Fee for PA Inheritance Tax Return 15
11. Register of Wills, Filing Fee for Final Account 1,130
12. Vital Records, (1) Death Certificate 16
13. Register of Wills, Additionai Probate Fee 250
TOTAL (Also enter on line 9 Recaoitulation $ 191520
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX+ (12-03) 217
SCHEDULE I
DEBTS OF DECEDENT.
MORTGAGE LIABILITIES. & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Sadie E. Line
FILE NUMBER
21-04-0740
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unrelmbursed medical expenses.
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
VALUE AT DATE
OF DEATH
DESCRIPTION
South Middleton Municipal Authority, Utilities (Water)
Peerless Insurance Company, Homeowners Policy
Hartzell Eye MD
Stonehedge Homeowners Assoc., 2005 Fees
Judy A. Campbell, Tax Collector, 2005 County and Township Taxes
M&T Bank, Estate Checking Account, Bank Fee
CVMG
198
263
60
1,200
178
10
995
TOTAL (Also enter on line 10 Recaoitulationl $
(If more space is needed, insert additional sheets of the same size)
2904
217
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
Sadie ELine
21-04-0740
RElATIONSHIP TO OECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY 00 Not List Trustse(s} OF ESTATE
I. TAXABLE DISTRIBUTIONS {include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
Kathryn E. Loy Friend Bequest of $5,000
426 "C" Street
Carlisle PA 17013
2 Amy L. Rhodes Great-Niece Bequest of $5,000
407 Pennington-Titusville Road
Titusville NJ 08560
3. Todd A. Rhodes Great-Nephew Bequst of $5.000
91 Ronald Road
Arlington MA 02174
SEE ATTACHED SHEET
ENTER DOLLAR AMOUNTS FOR DISTRIBLrnONS SHOWN ABOVE ON LINES 1S THROUGH 16. AS APPROPRIATE. ON REV-1S00 COVER SHEET
II. NON~TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARrTABLEAND GOVERNMENTAL DISTRIBUTIONS
1 Board of Trustees 2,000
First Presbyterian Church
2A North Hanover Street
Carlisle PA 17013
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 2000
(If more space is needed, 'Insert additional sheets of Ihe same size)
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
ROBERTM. FREY, ESQ.
5 sourn HANOVER ST
CARLISLE, PA 17013
Qty
1
Fee Description
Additional Probate
Fee Total
350.00 $350.00
Total:
$350.00
Checks should be made payable to the Register of Wills. Tenns: Net 30.
Please return one copy of this invoice with your payment. Thank you.
323
4/20/2005
SADIE E. LINE
21-04-0740
JA
ATTACHMENT TO
"SCHEDULE J"
Garth A. Hoffman, Great-Nephew
890 Moffett Lane
YorkPA 17403
Bequest of$3,000
Scott Douglas Hoffinan, Great-Nephew
1055 Mill Creek Road
Wycombe P A 18980
Bequest of$3,000
Jill Hoffinan, Great-Niece,
Broad & Vine Street
Philadelphia P A
Bequest of$3,000
Lois Spangler, Friend
209 W. Main Street
Mechanicsburg P A 17055
Bequest of$5,000
Shirley Weston. Friend
2193 Newville Road
CarlislePA 17013
Bequest of$l,OOO
Joyce Palm, Friend
257 Bonnybrook Road
Carlisle PA 17013
Bequest of$2,000
John G. Fuehrer, II, Nephew
1205 West Main Street
EphrataPA 17522
25% residue of Last Will & Testament
25% residue of Trust Estate
"Schedule B"
Carolyn F. Hoffinan, Niece
7 40 Woodbury
YorkPA 17403
25% residue of Last Will & Testament
25% residue of Trust Estate
"Schedule B"
Patricia F. Rhodes, Niece
lOA Roxiticus Road
Mendeharn, New Jersey 07945
Bequest of Household Goods $500.00
Bequest of Automobile $2,500
50% residue of Last Will & Testament
50% residue of Trust Estate "Schedule B"
CCIC ""Ir'\i'"'Ir"n f'-r-'{"\r' r'
BUREAU OF INDIVIDllM: UM0 v~Tk-,~ ,/
INHERITANCE TAX DIYISIOlt~r-:"-:'" ,","- I I'
PO BOX Z80601 ! '
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
*'
REV-483 EX AFP (06-05)
^L~n, "cD -2 P' 'I ,,.,. 0 8
lJl.," ....;,..1 I I ::.' J
CLER~<
C~~'-
ROBERT \411'REV
5 S HANOVER ST
CARLISLE
-'i''""'.''-
DATE 09-05-2005
ESTATE OF LINE SADIE E
DATE OF DEATH 07-25-2004
FILE NUMBER 21 04-0740
COUNTY CUMBERLAND
ACN 201
APPEAL DATE: 11-04-2005
(See retlerse side under Objections)
AmDunt Remitted I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account I subnit the upper portion of this forn with your tax payment.
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR FILES +-
REY:4si-Ex-AFP-coi:osi----..-NOTICE-OF-DETERMlNATION-AND-ASSESSMENT-----------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF LINE
SADIE
E FILE NO.21 04-0740
ESTATE TAX DETERMINATION
ACN 201
DATE 09-05-2005
1. Credit For State Death Taxes as Verified
31.188.00
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
316.164.75
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
316.164.75
5. Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAVMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRl, YOU HAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.l
RK
09-05-Z005
LINE
07-Z5-Z004
Zl 04-0740
CUMBERLAND
101
APPEAL DATE: 11-04-Z005
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HDUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS _
REy:is47-Ex-AFP-io3:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEKENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
SADIE E FILE NO. Zl 04-0740 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z8D601
HARRISBURG PA 171ZB-Q6Dl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAf,~~lIEIIT, ALLOIIANCE OR DISALLOIIANCE
F:tC:JPDE;~f..!*~c(rltoNs AND ASSESSMENT OF TAX
1'-
:-
,
onoc ('cD 13 P,",-'I I: h5
LLiUd ....):..1
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ROBERT M FREY
5 S HANOVER ST
CARLISLE
CUJ:K C:=
. '-,; !'JT
r'
PA- 17013
ESTATE OF
LINE
*'
REV-1547 EX AFP (06-DS)
SADIE
E
TAX RETURN liAS: I X I ACCEPTED AS FILED
I CHAIlllED
DATE 09-05-Z005
If an asseSSMent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. AIoount of Line 14 .t Spousal rat. 1151
16. A.ount of line 14 taxable at Lineal/Class A rat. (16)
17. AMOUnt oi line 14 at Sibling rat. (17)
18. Amount of line 14 taxable at Coll.teral/Class Brat. (18)
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds IScMdule BI
3. Closely Held stock/Partnership Interest (Schedule CJ
4. Kortgages/Notes Receivable (Schedule DJ
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule Fl
7. Transfers (Schedul. fill
8. Total Assets
III
121
(31
I'll
151
161
171
8Z,500.00
Z.Z35.181.00
.00
.00
3.555.110
93.887.00
.00
181
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expens.s/A~. Costs/Hisc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule Xl
11. Tot.l Deductions
12. Net Value of Tax R.turn
13. Charitable/Governmental Bequests; Non-elect.d 9113 Trusts (Schedule Jl
14. Net Value of Estat. Subject to Tax
191
1101
191,5Z0.00
2.904.00
1111
1121
(131
1141
NOTE:
.00 X
.00 X
.00 X
Z,Z18,699.00 X
NOTE: To insure proper
cred! t to your account ~
submit the upper portion
of this for_ with your
tax pa~nt.
Z,415,lZ3.00
194.4'4 on
Z,ZZO,699.00
Z,OOO.OO
Z,Zl8,699.00
00 =
045 =
lZ =
15 =
.00
.00
.00
33Z,805.00
33Z,805.00
1191=
TAX C ITS,
,., AI1DUNT PAID
DATE IUlBER INTEREST/PEN PAID I-I
10-18-Z004 CD004509 16,640.25 3Z6,610.00
TOTAL TAX CREDIT 343,Z50.Z5
BALANCE OF TAX DUE 10,445.Z5CR
INTEREST AND PEN. .00
TOTAL DUE 10,445.Z5CR
. IF PAlO AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU MY BE OUE II}-
A REFUND. SEE REVERSE SrDE OF THT~ ~n8M II:'nD T"'C!TD"PTT~~ ...
BUREAU OF INDIVIDUALf::rTrAx'l~'\-:T)
INHERITANCE TAX DIVISION' '- '-"j '-' ,. '..
PO BOX 280601 ",-
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REV-1607 EX AFP (03-05)
.,fln:- 1"""'" "
I.tJi.,J U", I 1.3
r.f.
(;i
3: 23
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-03-2005
LINE
07-25-2004
21 04-0740
CUMBERLAND
101
SADIE
E
ROBERT r-fFREY
5 S HANOVER ST
CARLISLE
PA 17013
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE: To insure proper credit to your account. submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE
.....
RETAIN LOWER PORTION FOR YOUR RECORDS
+-
REV-1607 EX AFP (03-05)
---------------------------------------------------------------------------
~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF LINE SADIE E FILE NO.21 04-0740 ACN 101 DATE 10-03-2005
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYMENTS. THE CURRENT BALANCE. AND. IF APPLICABLE.
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-29-2005
PRINCIPAL TAX DUE: 332.805.00
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-18-2004 CD004509 16.640.25 326.610.00
09-12-2005 REFUND .00 10.445.25-
TOTAL TAX CREDIT 332.805.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
II IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1.
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ.
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J
elf'
One Courthouse Square
Carlislel PA 17013
Phone: (717) 240-6345
Date: 5/31/2006
FREY ROBERT M
5 S HANOVER STREET
CARLISLE I PA 17013
RE: Estate of LINE SADIE E
File Number: 2004-00740
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO. 103
SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after
July 11 19921 the personal representative or his counsell within two
(2) years of the decedent's deathl shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
7/25/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report I please disregard
this notice.
SincerelYI
/#~~~.' .
I
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Cumberland County - Register Ot Wl~~S
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 5/31/2006
RHODES PATRICIA F
14 CLIFTON TERRACE
CARLISLE, PA 17013
RE: Estate of LINE SADIE E
File Number: 2004-00740
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing is due by:
7/25/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel