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HomeMy WebLinkAbout03-0266Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Cayle R Walters No. ~-~-' ~.~ also known as Gayle R. Thumma , Deceased Social Security No. 204- 01- 6172 Maxine M. Gillau~h, Carol.yn L. Lebo and Barry L. Thumma Petitioner(s), who is/are 18 years of age or older, apply(les) for: (COMPLETE 'A' or 'B' BELOW:) A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut ors the Decedent, dated 03/06/1985 and codicil(s) dated None (none) named in the last Will of State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent remarried~ spouse predeceased decedent. B. Grant of Letters of Administration (c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence Maxine M. Gillau~h IDau~hter Carolyn L. Lebo IDau~hter Barry L. Thumma Son 300 Ber~ner Road, Carlisle, PA 55 Bears School Road, Carlisle, PA 1215 Stratford Drive, Carlisle, PA (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last family or principal residence at 228 Garland Drive, Borou6h of Carlisle, Carlisle, PA 17013 (list street, number, and municipality) Decedent, then 82 years of age, died 02/18/2003 at Carlisle Regional Medical Center, (Location) Decedent 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 PA 44,738.71 situated as follows: (none) Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Signature ~ Typedorprintednameandresidence Maxine'~ Gillaugh 300 Bergner~Road, Carlisle, PA 17013 Carolyn~(.-~tebo 55 Bears,~chool Road, Carlisle, PA 17013 Barry~.~T-humma 1215 Stratford Drive, Carlisle, PA 17013 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland Sworn to or affirmed and subscribed before me this_.o~[ F~ day of 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 representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Max'ine ~ Gillaugh~ ' No. Estate of Gayle R Walters Social Security No: 204- 01- 6172 AND NOW, '~.,~ O.,.~"~ Date of Death: 02/18/2003 , ~eo3 Deceased , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary ~ Of Administration (c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) are herebygrantedto Maxine M. Gillau~h, Carolyn L. Lebo and Barry L. Thumma in the above estate and that the instrument(s) dated 03/06/1985 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........... $ Short Certificate(s) ..... $ Renunciation ........ $ Affidavits ( ) .... $ Extra Pages ( ) .... $ Codicil ........... $ JCP Fee .......... $ Inventory .......... $ Other ........... $ TOTAL ......... $ Prepared by the Pennsylvania Bar Association ~"/0 /~. O0 - - Registe~3f ~/ills 0 Attorney: James M. Robinson I.D. No: 84133 Turo Law Offices Address: 28 South Pitt Street Carlisle, PA 17013 ~ (.,). O0 Telephone: 717/245-9688 ,cL III.O© Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) OF GAYLE R. THUMMA I, GAYLE R. THUMMA, of West Pennsboro Township, Cumberland County, Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby revoking all prior Wills and Codicils by me at any time made. 1. I direct that all estate and inheritance taxes, and interest and penalties thereon, which may be due and playable by reason of my death With respect to any property included in my gross estate for tax purposes, shall be paid by my Executors as an expense and cost of administration of my estate. My Executors shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. In the absolute discretion of my Executors, they shall pay such taxes immediately or may postpone the payment of taxes on future or remainder interests until the time possession thereof accrues to the beneficiaries. 2. I direct my Executors to pay the expenses of my last illness and funeral expenses from the property passing under this Will as an expense and cost of administration of my estate. - 1 - 3. I give, devise and bequeath all of my real and personal property to my three (3) children, MAXINE GILLAUGH, of Box 144, R. D. # 9, Carlisle, Pennsylvania, CAROLYN LEBO, of 55 School House Lane, Carlisle, Pennsylvania, and BARRY THUMMA, of 61 Hillside Drive, Carlisle, Pennsylvania, in equal shares, per stirpes. 4. I nominate, constitute and appoint my three (3) children, MAXINE GILLAUGH, CAROLYN LEBO and BARRY THUMMA, to serve jointly as Executors of this, my Last Will and Testament. IN WITNESS WHEREOF, I have to this my Will set my hand and seal this ~ day of ~?~'~.-~/~ , 198~. ( SEA] Signed, sealed, published and declared by the above- named Testatrix, GAYLE R. THUMMA, as and for her Will, in the presence of us, who, at her request, in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses in attestation thereof. - 2 - ,) ACKNOWLEDGMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) : COUNTY OF CUMBERLAND ) SS.: We, GAYLE R. THUMMA, Testatrix, and the undersigned witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that GAYLE R. THUMMA, signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix signed the Will as witness and that to the best of his knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ---¥' / [i ~ ~i-~ / / .,'~?.~/_..~.~.~.~- ~ayle 'R. Thumm'~,' Testatrix Subscribed, sworn to and acknowledged before me by GAYLE Re THUMM~, the Testatrix, and subscribed and sworn to before me by G.~IES D. FLOWER, JR. and SHIRLEY W. AHLERS witnesses, this 6th day of March , 1985. .... Notary Publi~ NOTARY PUBLIC Carlisle, Cumberland Comlly Commission Exolre~ Mmch 2~ 198~-- ( SEAL (SEAL (SEAL', - 3 - OF GAYLE R. THUMMA MYERS, MYERS, FLOWER & JOHNSON ATTORNEYS AT LAW LEIVIOYN E, PENNSYLVANIA CARLISLE, PENNSYLVANIA CERTIFICATION OF, NOTICE UNDER RULE 5.6(a) Name of Decedent: Gayle R. Thumma aka Gayle R. Walters Date of death: February 18, 2003 Will No. 2003-00266 Admin. No. 21-03-0266 TO THE REGISTER: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above captioned estate. Name Maxine Gillaugh Carolyn Lebo Barry Thumma Address 300 Bergner Road, Carlisle, PA 17013 55 Bears School Road, Carlisle, PA 17013 1215 Stratford Drive, Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Respectfully Submitted TURO LAW OFFICES Date J~ n, Esquire 21~ ~outh Pitt ~treet C~rlisle, PA 17013 (717) 245-9688 Capacity as Counsel for Personal Representatives COMMONHEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. Z80601 HARRISBURG, PA 171Z&-0601 REV-15~i3A AFP ¢?-00) INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21--0~_~- ~ ACN 03500069 DATE 05-$1-2005 BARRY L THUMMA 1215 STRATFORD RD CARLISLE PA 17015 TYPE OF ACCOUNT EST. OF GAYLE R HALTERS [] SECURITY S.S. NO. ZOq-O1-617Z [] SEC ACCT DATE OF DEATH 02-18-2005 [] STOCK COUNTY CUMBERLAND [] BONOS REMIT PAYMENT AND FORMS TO: REGISTER OF MILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 EDNARD JONES has provided the Department aith the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you ware a beneficiary of this asset· If you feel this information is incorrect, please obtain written correction free the transfer agent, attach a copy to this fora and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. guesLions may bo answered by calling (717) 787-B3Z7. COMPLETE PART ! BELON # ~ # SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 5770275q-1-4 DOD Valuer/on 40,94q. 80 Percent Taxable X 55. 555 Amount Subject to Tax 15,6q8.15 Tax Rate X .045 Potential Tax Duo 614.17 To insure proper credit to your account, two (Z) copies of this notice oust accompany your payment to the Register of Hills. Make check payable to: "Register of Mills, Agent". NOTE: If tax payments are made within three (5) months of the dacedant's date of death, you may deduct a 5Z discount of the tax due. Any inheritance tax due will become delinquent nine (93 months after the date of death. PART TAXPAYER RESPONSE CHECK ONE BLOCK ONLY PART lAX LTNE A. D~The above information and tax due is correct. · You may choose to remit payment to the Register of Hills with two copies of this notice to obtain a discount or avoid interest, or you may check box "A" and return this notice to the Register of Hills and an official assessment will be issued by the PA Department of Revenue. B. [] The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. ~. C. []Tho above information is incorrect and/or debts and deductions were paid by you. You must complete PART []and/or PART [below. Zf you /ndicate a d/fferent tax rata~ please state your rela~/onsh/p to decaden~: RETURN - COMPUTATION OF TAX ON ABOVE ASSET(S) 1. DOD Valuation 2. Percent Taxable $. Amount Subject to Tax q. Debts and Deductions 5. Amount Taxable 6. Tax Rata 7. Tax Due PART DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on L/ne S of Tax Computer/on) Under penalties of perjury, I declare that the facts Z have reported above are true, correct and complete to the best of ay knowledge and belief. HOME (7/7 ) ~o fl ~ - 7/oC>0 TAXPAYER ~[GNATURE TELEPHONE NUMBER DATE GENERAL INFORMAT[0N 1. FA[LURE TO RESPOND WiLL RESULT [N AN OFFiCiAL TAX ASSESSMENT with applicable interest based on information submitted by the transfer agent. 2. Inheritance tax becomes delinquent nine months after the decedant's date of death. $. Assets held by a decedent "in trust for" another or others are taxable fully. REPORTING [NSTRUCTTONS - PART I - TAXPAYER RESPONSE 1. BLOCK A - If the information and computation in the notice are correct and deductions are not being claimed, place an "X" in block "A" of Part 1 of the "Taxpayer Response" section. Sign two copies and submit them with your check for the amount of tax to the Register of Mills of the county indicated. The PA Oepartment of Revenue will issue an official assessment (Form REV-15q8 EX) upon receipt oF the return from the Register oF Hills. 0o not use the envelope provided. Z. BLOCK B - If the asset specified on this notice has been or Hill be reported and tax paid .ith the Pennsylvania inheritance Tax Return filed by the decedent's representative, place an "X" in block "S" of Part ! of the "Taxpayer Response" section. Sign one copy and return to the PA Department of Revenue, Bureau of Individual Taxes, Oept Ze060i, Harrisburg, PA [T1ZB-060i in the envelope provided. 3. BLOCK C - If the notice information is incorrect and/or deductions are being claimed, check black "C" and complete Parts Z and 3 according to the instructions belay. Sign t~o copies and submit them with your check far the amount of tax payable to the Register of Hills of the county indicated. The PA Oepartment of Revenue mill issue an official assess, ant (Fore REV-lB48 EX) upon receipt of the return from the Register of Mills. Do not use the envelope provided. LINE 1. 2. TAX RETURN - PART Z - TAX COMPUTATION Enter the total balance of the account including interest accrued to the date of death. The percent taxable assets owned by the decedent but held in trust for or payable to another individual(s) (beneficiaries): 1 DIVIDED BY TOTAL NUMBER OF BENEFICIARIES X lO0 = PERCENT TAXABLE Example: Assets registered in the name of the decadent in trust for two other parsons... 1 OTVZBED BY 2 (BENEFTCZARZES) = .50 X lO0 = 50Z (TAXABLE FOR EACH BENEFZCTARY) $. The amount subject to tax (line ~) is determined by multiplying the account balance (line 2) by the percent taxable (line $). Enter the total of the debts and deductions listed in Part $. 5. The amount taxable (line 6) is determined by subtracting the debts and deductions (line 5) from the amount subject to tax (line q). 6. Enter the appropriate tax rata (l[ne 7) as determined below. A. For dates of death occurring after 6/50/9q, the tax rates for transfers to spouses are as follows: 1. Dates of death on or after 7/1/9~ and before l/1/95 the rata is 2. Bates of death on or after 1/1/95 transfers to spouses will be taxed at OX tax rate. Note: For dates of death prior to 7/1/9~+ transfers to spouses ara taxabIe at BX. B. Transfers to lineal descendants including father, mother, son, daughter, grandchildren, son-la-law, daughter-in-law, stepchild and their issue ara taxable et six percent (6X). A date of 7/1/2000 and after are taxable at four and a half percent (q.BX) . C. Transfers to siblings will be taxed at twelve percent (12X) for dates of death on or after 7/1/2000 . D. Transfers to all others including Uncle, aunt, nephew, and niece ara taxable at fifteen percent E. For dates of death on or after 7/01/2000, transfers from a child (age 2l or under) to a natural parent; adopted parent or step-parent ara taxable at OX. F. zf you change the tax rate, please spec~f;y your relationship ~o the dececient ~n ~he area provided. 7. The amount of tax due (line 8) is determined by muZtiplying the amount taxable (line 6) by the tax rate (line 7). CLAIMED DEDUCTIONS PART $ - DEBTS AND DEDUCTIONS CLAIHED Allowable debts and deductions ara determined as follows: A. You legally are responsible for pa~ment~ or the estate subBect to administration by a personal representative is $nsuff[cient to pay the deductible items. B. You actually paid the debts after death of the decedent and can furnish proof of payment. C. Debts being claimed must be itemized fully in Part $. If additional space is neaded~ use plain paper 8 1/2" x ll". Proof of payment may be requested by the PA Department of Revenue. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-060'1 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 002402 THUMMA BARRY 1215 STRATFORD DRIVE CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 204-01-6172 FILE NUMBER: 2103-0266 DECEDENT NAME: THUMMA GAYLE R DATE OF PAYMENT: 04/07/2003 POSTMARK DATE: 04/05/2003 COUNTY: CUM BERLAN D DATE OF DEATH: 02/18/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 03500069 $583.46 TOTAL AMOUNT PAID' $583.46 REMARKS: SEAL CHECK//4024 INITIALS: AC RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMON#EALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 TNFORMATION NOTICE AND TAXPAYER RESPONSE ACN 05500070 DATE 03-31-2003 CAROLYN L LEBO 55 BEANS SCHOOL RD CARLISLE PA 1701 TYPE OF ACCOUNT EST. OF GAYLE R NALTERS [SECURITY S.S. NO. Z0q-01-6172 []SEC ACCT DATE OF DEATH 0Z-18-Z003 []STOCK COUNTY CUMBERLAND []BONOS REMIT PAYMENT AND FORMS TO: REGISTER OF HILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ED#ARD JONES has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a beneficiary of this asset. If you feel this information is incorrect, please obtain written correction from the transfer agent, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. guastions may be answered by calling (717) 787-8327. COMPLETE PART ! BELON # # # SEE REVERSE SIDE FOR FZLZNG AND PAYMENT INSTRUCTIONS Account No. 3770Z75q-1-q DOD Valuation ~0,9qq. 80 Percent Taxable X 33. 335 Amount Sub,eot to Tax 13,6q8.13 Tax Rata X · Oq5 Potent/a/ Tax Due 61q. 17 To insure proper credit to your account, two (Z) copies of this notice must accompany your payment to the Register of Nills. Make check payable to: "Register of Hills~ Agent". NOTE: If tax payments ara made within three (3) months of the decedent's date of daath~ you may deduct a SZ discount of tho tax due. Any inheritance tax due wilI become delinquent nine (9) months after the date of death. PART TAXPAYER RESPONSE A. ~ The above information and tax due is correct. 1. You may choose to remit payment to the Register of Hills with two copies of this notice to obtain CHECK a discount or avoid interest, or you may check box "A" and return this notice to the Register of  ONE ~ Hills and an official assessment wiII be issued by the PA Department of Revenue. BLOCKJ B. [] The above asset has been or wiIi be reported and tax paid with the Pennsylvania Inheritance Tax return ONLY to be filed by the dacadont's representative. .r~ The above information is incorrect and/or debts and deductions were paid by C. you. You must complete PART W and/or PART ~ below. PART T f you ~ndicate a different tax rata, please state your iiiii~ii!iiiiiiiiiiiiiiiiiiiiiiii~!i!i!!!~!i~~iii~i~iiiii~i!i~i~ii~i!!~ LTNE 1. DOD Valuation 1 .................... -,::.mmmm .................................................................... 2. Percent Taxable 3. Amount Subject q. Debts and Deductions 5. Amount Taxable 6. Tax Rate 7. Tax Due PART DATE PAID DEBTS AND DEDUCT'rONS CLA]:MED PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) Under penaZt/es of perSury~ I declare that the facts z have reported above ara t;r~Le, correct and complete to the ~ o¢ my/, knowledge~,~,~ and balAa,. HoRKHOME ~/?()/~ ')f~V-~ ~ ~,~ ~--~'~ ~V TAXPAYER SIGNATURE TELEPHONE NUMBER DATE GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT wi~h applicable in~eres~ based on information submitted by ~he ~ransfer agent. 2. Inheritance ~ax becomes d®linquen~ nine months after ~he deceden~'s da~e of death. $. Assets held by a decadent "in ~rus~ for" another or o~hers ara taxable fully. REPORTING TNSTRUCTZONS - PART I - TAXPAYER RESPONSE 1. BLOCK A - If the information and computation in the notice are correct and deductions are not being claimed, place an "X" in block "A" of Pert I of the "Taxpayer Response" section. Sign two copies and submit them with your check ~or the amount of tax to the Register of Hills of the county indicated. The PA Department of Revenue will issue an official assessment (Form R£V-154D EX) upon receipt of the return from the Register of Hills. Do not use the envelope provided. Z. BLOCK S - If the asset specified on this notice has been or will be reported and tax paid with the Pennsylvania Inheritance Tax Return filed by the decedent's representative, place an "X" in block "D" of Part I of the "Taxpayer Response" section. Sign one copy and return to the PA Department of Revenue, Bureau of Individual Taxes, Dept Z80601, Harrisburg, PA 17128-0601 in the envelope provided. $. BLOCK C - If the notice information is incorrect and/or deductions are being claimed, check block "C" and complete Parts Z and 3 according to the instructions below. Sign two copies and submit thee with your check for the amount of tax payable to the Register of Rills of the county indicated. The PA Department of Revenue w111 issue an official assessment (Form REV-1548 EX) upon receipt of the return from the Register of Hills. Do not use the envelope provided. LZNE 1. 2. q. 5. 6. TAX RETURN - PART 2 - TAX COMPUTATION Enter ~he ~otal balance of ~he accoun~ including interest accrued ~o ~he da~e of death. The percen~ ~axable assm~s owned by ~he deceden~ bu~ held in ~rus~ for or payable ~o another individual(s) (beneficiaries): I DZVZDED BY TOTAL NUMBER OF BENEFICIARIES X 100 = PERCENT TAXABLE Example: Asse~s registered in ~he name of ~he deceden~ in trus~ for two o~her persons... I DIVIDED BY 2 (BENEFICIARIES) = .50 X 100 = SOX (TAXABLE FOR EACH BENEFICIARY) The amount subjec~ ~o ~ax (line q) is dm~erminmd by multiplying ~hm account balance (line 2) by ~he percen~ ~mxable (line $). Enter the ~o~el of ~hm debts and deductions listed in Par~ $. The amount ~axeble (line 6) is determined by sub,racking ~he debts and deductions (line E) from ~he amoun~ subjec~ ~o ~ax (line q). Enter ~he appropriate tax ra~e (line 7) as de~mrmined below. A. For de,es of death occurring ef~er 6/$0/9~, the ~ax re,es for ~ransfers ~o spouses ara as follows: 1. Da~es of death on or after 7/1/9q and before 1/1/95 ~he ra~e is 2. De,es of death on or after 1/1/95 ~rensfers ~o spouses will be ~axed a~ OX ~ex rata. No~m: For da~es of death prior ~o 7/1/9q transfers to spouses ara ~axabl® a~ 6X. B. Transfers ~o lineal descendants including father, mo~her, son, daughter, grandchildren, son-in-law, daugh~er-in-law, s~epchild and ~heir issue ara taxable a~ six percen~ (6X). A dm~e of 7/1/2000 and after ara ~axable at four and m half percen~ (q.SX) . Transfers ~o sibllngs will bm taxed a~ twelve percen~ (12X) for da~es of death on or after D. E. F. The by ~he ~ax ra~m (line 7). CLAIMED DEDUCTIONS - PART 7/1/2000 . Transfers ~o al1 o~hers including Uncle, aunt, nephew, and niece arm taxable a~ fifteen percen~ (15Z). For da~es of death on or after 7/01/2000, ~ransfers from a child (age 21 or under) to a nature! parmn~ adopted paren~ or s~ep-paren~ ara taxable a~ OZ. If you change the tax rate, please specify your relationship ~o the deceden~ $n ~he area provided. mmoun~ of ~ex due (line 8) is dm~ermined by multiplying ~he amoun~ ~axablm (line 6) $ - DEBTS AND DEDUCTIONS CLAIMED Allowable debts and deductions arm de~ermined ms follows: A. You legally ara responsible for payment, or the estate subject to administration by e personal representative is insufficien~ ~o pay ~he deductible i~ees. B. You actually paid ~he debts after death of the deceden~ and can furnish proof of payment. C. Debts being claimed mus~ be i~emized fully in Par~ $. ~f additional space is needed, usa plain paper 8 1/2" x 11'. Proof of peymen~ may be requested by ~he PA Depmr~men~ of Revenue. Carolyn L ~ 55 Bears School Rd. Carlisle, Pa. 17013 REGISTER OF WILLS Cumberland. Co. Court House Carlisle, Pa. 17013 CONNONNEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. Z80601 HARRISBURg, PA 171Z8-0601 INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. ACN 03500068 DATE 03-31-2003 MAXTNE H GILLAUSH 300 BURGNER RD CARLISLE PA 17013 TYPE OF ACCOUNT EST. OF OAYLE R WALTERS D SECURITY S.S. HO. Z0q-01-617Z []SEC ACCT DATE OF DEATH OZ-18-ZO03 []STOCK ,C~UNTY CUMBERLAND [--~BONDS REN/T PAYHENT AND FORHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 EDNARD JONES has provided the Department with the information listed below which has been used in caXcuXating the potential tax due. Their records indicate that at the death of the above decedent, you mare a beneficiary of this asset. If you feel this information is incorrect, please obtain written correction from the transfer agent, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Ouosti~n~ may bo an~,,4ered by caltin.~ (717) ?B7-8~.Z7. COMPLETE PART I DELON x x ~ SEE REVERSE SIDE FOR FXLXNG AND PAYMENT INSTRUCTIONS Account No. 3770275q-1-q DOD Valuatlon ~0,9~. 80 Percent Taxable X 33. 333 Amount Subject to Tax 13,6~8.1~ Tax Ra~e X .0~5 Potential Tax Due 61~. 17 To insure proper credit to your account, too (Z) copies of this notice must accompany your payment to the Register of #ills. Hake check payable to: "Register of Hills, Agent". NOTE: If tax payments are made within three ($) months of the dmcedsnt's date of death, you amy deduct a SZ discount of the tax due. Any inheritance tax due will become delinquent nine (91 months after the date of death. PART TAXPAYER RESPONSE A. ~/~he above information and tax due is correct. ~ 1. You may choose to remit payment to the Register of giXls with two copies of this notice to obtain CHECK a discount or avoid interest, or you may check box "A" and return this notice to the Register of  ONE ~ #ills and an official assessment mill be issued by the PA Department of Revenue. BLOCK j B. [] The above asset has been or will bm reported and tax paid with the Pennsylvania Inheritance Tax return ONLY to bm filed by the decedant's representative. C. [] The above information is incorrect and/or debts and deductions were paid by you. You must complete PART [] and/or PART [] below. PART Tf you indicate a different tax rato~ please state your relationship to decedent: TAX RETURN - COHPUTATION OF TAX ON ABOVE ASSET(S) LINE 1. DOD Valuation l. 2. Percent TaxabXe 2 X $. Amount SubSact to Tax ~. Debts and Deductions 5. Amount Taxable 6. Tax Rate 6 7. Tax Due 7 PART DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID ¥OYAL (Enter on Line $ of Tax Computation) $ Under penalties of perjury, Z decZara that the facts z have reported above are true, correct and complete to the best of my knowledge and belief. HOME ('71'7) ~ ~' [-~7 ;~ TAXPAYER ' S[GHATURE U TELEPHONE HUMBER DATE GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT .i~h applicable in~ares~ based on information submitted by ~ha ~rensfer agent. 2. Znheri~ence ~ax becomes del[nquen~ nine months after ~he deceden~'s da~e of death. 5. Asse~s held by a decadan~ "~n ~rus~ for" another or o~hers ara ~axabZe fully. REPORTING INSTRUCTIONS - PART I TAXPAYER RESPONSE 1. BLOCK A - Zf the information and computation in the notice are correct and deductions are not being claimed, place an "X" in block "A" of Part ! of the "Taxpayer Response" section. Sign too copies and submit them aith your check for the amount of tax to the Register of Nills of tho county indicated. The PA Department of Revenue mill issue an official assessment (Form REV-la48 EX) upon receipt of the return from the Register of Hills. Do not use the envelope provided. Z. BLOCK B - Zf tho asset specified on this notice has been or ail1 be reported and tax paid with the Pennsylvania Inheritance Tax Return filed by the decedent's representative, place an "X" in block "B" of Part I of the "Taxpayer Response" section. Sign one copy and return to the PA Department of Revenue, Bureau of Individual Taxes, Dept Z80601, Harrisburg, PA 17128-0601 in the envelope provided. 5. BLOCK C - If the notice information is incorrect and/or deductions are being claimed, check block 'C' and complete Parts Z and 3 according to the instructions below. Sign two copies and submit them ~ith your check for the amount of tax payable to the Register of Hills of the county indicated. The PA Department of Revenue w111 issue an official assessment (Fore REV-154B EX) upon receipt of the return free the Register of #ills. Oo not use the envelope provided. TAX RETURN - PART 2 - TAX COMPUTATION LINE 1. Enter ~he ~o*al balance of ~he accoun~ including in~eras~ accrued ~o ~he da~e of death. 2. The percen~ ~axable assets owned by 'l:he deceden~ bu~ held in ~rus~ for or payable to another indAv[dual(s) (beneficAerles): I DZVTDED BY TOTAL NUHBER OF BENEFTCZARIES X 100 = PERCENT TAXABLE Example: Asse~s reg/s~ered in ~ha name of ~he deceden~ An ~rus~ for *we o~her persons... I DZVIDED BY 2 (BENEFICZARZES) = .$0 X 100 = 50Z (TAXABLE FOR EACH BENEFICIARY) $. The aeoun~ sub~ect ~o ~ax (1lee ~) is de*ermined by mul~iplylng ~he accoun~ balance (l~ne 2) by ~he percen~ *axable (lAne Enter ~he *eta1 of ~he debts and deduc*Aons 11s~ed An Par~ $. $. The amoun* ~exable (lAne 6) is de*ermAned by sub~rac~Ang ~he debts and deduc~Aons (line 5) from ~he amoun~ sub3ec~ ~o *ex (line ~). 6. Em*er ~he appropriate ~ax ra*e (~Ane 7) as de,ermined below. A. For da~es of death occurring after 6/$0/9~, *he ~ax ra~es for ~ransfers ~o spouses ara as follows: 1. Da*es of death on or ef~er 7/1/9~ and before 1/~/95 ~he ra*e is SX. 2. Da*es of death on or after 1/1/95 ~ransfers ~o spouses wall be ~axed a~ OX ~ax ra~e. No*e: For da*es of death prAor to 7/1/9~ ~rensfers ~o spouses ara ~axable a~ 6X. B. Transfers ~o 1Ahem1 descenden*s SncludAng father, mo~her, son, daughter, grendchAldren, son-An-law, daugh*er-in-la~, s~epch~ld and *heir issue ara *axable a~ sAx percan* (6X). A da~a of 7/1/2000 and after ara ~axable e~ four and a half percen* (~.SZ) . C. Transfers ~o sAblAngs w~11 be ~axed a~ ~welve percent (12X) for da~es of death on or aT*er 7/1/2000 . D. Transfers ~o all o,hers including Uncle, aunt, nephew~ and nAece ara ~axabla a~ fifteen percen~ (15X). E. For dates of death on or after 7/01/2000, ~ransfers from a chAld (age 21 or under) *o a na~urel parent; adopted parent or s~ep-paren~ ara ~axable a~ OX. F. Zf you chang~ ~ha ~ax ra~e~ please spec/fy your rala[ionship ~o ~he decedan~ An ~ha area provAdad. 7. The aeoun~ of ~ex due (line 8) [s de~ermAnad by multiplying ~he amoun~ ~axable ([ina 6) by ~ha ~ax ra~e (lAne 7), CLAIMED DEDUCTIONS - PART $ - DEBTS AND DEDUCTIONS CLAIMED Allowable debts and deduc~Aons ara de,ermined as follows: A. You legally ara responsAble for payeen~ or ~he es~a~a sub5ec~ ~o admAnAs~ra~ion by a personal represente~Ava As insufficAen~ ~o pay ~he deduc~Able B. You actually paAd the debts al*er death of ~he daceden~ and can furnAsh proof of payment. C. Debts being cleaned eus~ be i~em/zed fully in Per~ $. Zf addA~Aonal space As needed, usa plain paper 8 1/2" x 11". Proof of payeen~ may be requested by *ha PA Deper~men~ of Revenue. Ms.0~gaine Gillaagh 300 Burghers Road Carlisle, PA 17013-8921 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 002413 GILLAUGH MAXINE 300 BERGNER ROAD CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 204-01-6172 FILE NUMBER: 2103-0266 DECEDENT NAME: THUMMA GAYLE R DATE OF PAYMENT: 04/10/2003 POSTMARK DATE: 04/09/2003 COUNTY: CUMBERLAND DATE OF DEATH: 02/18/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 03500068 $584.92 REMARKS: MAXINE M GILLAUGH TOTAL AMOUNT PAID: $584.92 SEAL CHECK# 1594 INITIALS: SK RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU QF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 002414 LEBO CAROLYN 55 BEARS SCHOOL ROAD CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 204-01-6172 FILE NUMBER: 2103-0266 DECEDENT NAME: THUMMA GAYLE R DATE OF PAYMENT: 04/10/2003 POSTMARK DATE: 04/09/2003 COUNTY: CUMBERLAND DATE OF DEATH: 02/18/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 03500070 $583.46 TOTAL AMOUNT PAID: $583.46 REMARKS: CAROLYN L LEBO SEAL CHECK//2906 INITIALS: SK RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES TNHERZTANCE TAX DTVTSXON BEPT. 280601 HARRISBURG, PA 171Z&-0601 NAXINE H GILLAUGH 500 BURGNER RD CARLISLE PA 17013 COHNONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF TNHERXTANCE TAX APPRAXSENENT. ALLOWANCE OR DXSALLONANCE OF DEDUCTIONS. AND ASSESSKENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM ........... :/DATE[ R::::,.~ ESTATE OF DATE OF DEATH FZLE NUNBER ACN REV-I$~iSA AFP C01-05) 07-07-2003 THUMHA GLADYS R 02-18-2003 21 03-0266 CUMBERLAND 204-01-6172 03500068 Amoun~ Rem/~md HAKE CHECK FAYABLE AND RENIT FAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS *~ REV-1548A AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD ZN BENEFICIARY FORM DATE 07-07-2003 ESTATE OF THUMHA GLADYS R DATE OF DEATH 02-18-Z003 COUNTY CUHBERLAND FILE NO. 21 05-0266 S.S/D.C. NO. 204-01-6172 ACN 03500068 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED NAHE OF SECURITY: TYPE OF ASSET; BENEFICIARY FORM OF ASSET ZNFORHATZON EDWARD JONES ACCOUNT NO. ( )SECURZTZES (X) SECURZTY ACC ( ) STOCK ( ) BONDS 37702754-1-4 DOD Valuation 40,944.80 Percent Taxable X 0.333 Amount Subject to Tax 13,648.13 Debts and Deductions - .00 Taxable Amount 15,648.13 Tax Rate Tax Due 614.17 TAX CREDITS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: **REGISTER OF WILLS, AGENT.** PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 04-09-2003 CD002413 30.71 584.92 ZF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 615.63 1.46CR .00 1.46CR PURPOSE OF NOTICE: PAYMENT: REFUND OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: INTEREST: To ~ulfi11 the requirements of Section ZlfiO of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (TZ P.S. Section 91q03. Detach the top portion of this Notice and submit with your payment to the Reglstar of #ills prlntad on the reverse side. -- Make check or money order payable to: REGISTER OF HILLS, AGENT. A refund of a tax credit, which mas not requested on the tax return, may be requested by caepleting an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-151S). Applications are available at the Office of the Register of Hills, any of the ZS Revenue District Offices or by calling the special Z4-hour answering service for forms ordering: 1-800-S6Z-ZOSO~ services for taxpayers with special hearing and or speaking needs: 1-800-4¢7-SOZ0 (TT only). Any party in interest not satisfied with the appraisement, allowance or disallowance of deductions or assessment of tax (including discount or interest) as shomn on this Notice may object mithin sixty (603 days of receipt of this Notice by: --written protest tot he PA Department of Revenue, Board of Appeals, Dept. 2810Z1, Harrisburg, PA 171Ze-lOZ1, OR --electing to havetha matter determined at the audit of the account of the personal representative, OR --appeal to the Orphans' Court Factual errors discovered on this assessment should ba addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, DEPT. Z80601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (S) calendar months after the decedent's death, a five percent discount of the tax paid is allowed. Interest ts 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 1, 198Z bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .00016¢. ALL taxes which became delinquent on or after January 1, 1982 will bear interest at a rata which will vary free calendar year to calendar year with that rate announced by the PA Department o; Revenue. The applicable interest rates for 1982 through ZOOS are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z ZOZ .OOOSq8 1987 9Z .OOOZq7 1999 7Z .OO019Z 1983 162 .O00qS8 1988-1991 11Z .000301 ZOOO aZ .000Z19 198¢ IZZ .000301 1992 9X .0002q7 ZOO1 9Z .000Z47 1985 13Z .000356 1993-1996 7Z .00019Z 2002 6Z .000164 1986 ZOZ .OOOg7fi 1995-1998 9Z .000267 ZOOS 5Z .000137 --Interest is calculatad as follows: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen tIS) days beyond the date o~ the assessment. If payment is sade after the interest computation date shown on the Notice, additional interest must ba calculated. BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX DTVTS/ON DEPT. 280601 HARRTSBURG,, PA 17128-0601 BARRY L THUHHA 1215 STRATFORD RD CARLISLE COMMONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOHANCE OR DISALLOHANCE OF DEDUCTIONS, AND &SSESSHENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORH ESTATEi OF DATE OF DEATH FILE NUHBER '03 PA 17013 ,JUL -~ut~_z~. :I 6 SSNZDC - ACN REV-1548& AFP COl-M) 07-07-2003 THUMMA GLADYS R 02-18-Z003 21 03-0266 CUMBERLAND 204-01-6172 03500069 Amoun~ Rem/~ed I HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THZS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS *~ REV-1548A AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ON SECURITY ACCOUNTS HELD ZN BENEFZCZARY FORM DATE 07-07-2003 ESTATE OF THUMMA GLADYS R DATE OF DEATH 02-18-2003 COUNTY CUMBERLAND FILE NO. 21 03-0266 S.S/D.C. NO. 204-01-6172 ACN 03500069 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED NAME OF SECURITY: TYPE OF ASSET: BENEFICIARY FORM OF ASSET ZNFORHATION EDWARD JONES ACCOUNT NO. SECURZTZES (X) SECURITY ACC ( ) STOCK ( ) BONDS 37702754-1-4 DOD Valuation 40,944.80 Percent Taxable X 0.333 Amount Subject to Tax 13,648.13 Debts and Deductions - .00 Taxable Amount 13,648.13 Tax Rate ~ .45 Tax Due 614.17 TAX CREDZTS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. HAKE CHECK OR HONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 04-05-2003 CDOOZ40Z 30.71 583.46 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUZRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTZONS. ) TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 614.17 .00 .00 .00 PURPOSE OF NOTICE= PAYMENT: REFUND CCR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: INTEREST: To ~ulfi11 the requirmments of Section Z140 of the Inheritance and Estate Tax Act, Act Z~ of ZOO0. (7Z P.S. Section 9140). Detach the top portion of this Notice and subelt with your payment to the Register of Wills printed on the reverse side. -- Make check or money order payable to: REGISTER OF NILLS, AGENT. A refund of a tax credit) which was not requested on the tax return, amy be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (RE¥-1513). Applications ara available at the Office of the Regis[ar of Wills, any of the Z3 Revenue District Offices or by calling the special 24-hour answering service for forms ordering: 1-BOO-36Z-gOSO) services for taxpayers with special hearing and or speaking needs: l-DOO-447-$OZO (TT only). Any party in interest not satisfied aJth the appraisement, a11omance or disallowance of deductions or assessment of tax (including discount or interest) as shown on this No[ica may object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. Z81021, Harrisburg, PA 171lB-lOll, OR --electing to have the matter determined at the 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 Taxes, ATTN: Post Assessment Review Unit, DEPT. ZOO601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. Sac page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-lSD1) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent discount cf the tax paid is allowed. Interest is charged beginning with first day of delinquency, or nine (93 months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January l, 198Z bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on or after January 1, 198Z 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 198Z ZOZ .OOOS48 1987 9Z .000247 1999 7Z .00019Z 1983 16Z .000438 1988-1991 llZ .000301 ZOO0 8Z .000Z19 1984 llZ .000301 199Z 9X .000247 ZOOX 9Z .000Z47 1985 l~Z .000356 1993-1994 7Z .000192 ZOOZ 6Z .000164 1986 lOX .000274 1995-1998 9Z .000Z47 ZOO3 5Z .000137 --Tntarest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen [15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. BUREAU OF TNDZVTDUAL TAXES TNHERTTANCE TAX DTYZSTON DEPT. 280601 HARRTSBURG., PA 171Z8-0601 CAROLYN L LEBO 55 BEANS SCHOOL RD CARLISLE PA 17015 COHHONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRATSEHENT, ALLONANCE OR DXSALLONANCE OF DEDUCTTONS. AND ASSESSHENT OF TAX ON SECURXTY ACCOUNTS HELD ZN REV-lS4eA AFP (01-03) BENEFICIARY FORH Rr;C'~-, :'~= DATE i~ 07-07-Z005 ~:;,:~ .: ESTATE .~F THUMMA GLADYS DATE OF DEATH 02-18-200:5 FILE NUMBER 21 0:5-0266 ._OUN YCO T CUMBERLAND '03 JLJLss~/D~,~ :!6 zo~-o~-6~?z ACM 0S500070 ,,. ~ Amount Remi'l:'l:ed I I MAKE CHECK ~AYA~LE AND REMZT ~AYMENT TO; REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1548A AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DXSALLO#ANCE OF DEDUCTXONS AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD ZN BENEFICIARY FORH DATE 07-07-2005 ESTATE OF THUMMA GLADYS R DATE OF DEATH 02-18-2003 COUNTY CUMBERLAND FILE NO. 21 05-0266 S.S/D.C. NO. 204-01-6172 ACN 05500070 TAX RETURN WAS: (X) ACCEPTED AS FILED ¢ ) CHANGED NAME OF SECURITY: TYPE OF ASSET: BENEFICIARY FORH OF ASSET ZNFORHATZON EDWARD JONES ACCOUNT NO. SECURTTZES ()0 SECURITY ACC ( ) STOCK ( } BONDS 3770Z754-1-4 DOD Valuation 40,944.80 Percent Taxable X 0.333 Amount Subject to Tax 15,648.13 Debts and Deduct/ohs - .00 Taxable Amount 13,648.13 Tax Rate X .45 Tax Due 614,17 TAX CREDZTS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. HAKE CHECK OR HONEY ORDER PAYABLE TO: **REGISTER OF WILLS, AGENT.** PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 04-09-2003 CD002414 30.71 583.q6 TOTAL TAX CREDIT · ALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF PAID AFTER THTS DATE~ SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ ZF TOTAL DUE TS LESS THAN $1, NO PAYMENT IS REI~UZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) 614.17 .00 .00 .00 PURPOSE OF NOTICE: PAYHENT: REFUND ¢CR): OBJECTIONS: ADH/N- ISTRATIVE CORRECTIONS: DISCOUNT: /NTEREST: To ~ulf111 the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z5 of ZOO0. (TI P.S. Section 91qO), Detach the top portion of this Notice and submit mith your payment to the Register of #ills printed on the reverse side. -- Hake check or money order payable to: REGISTER OF HILLS, AGENT. A refund of a tax credit, which mas not requested on the tax return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Apptications are available at the Office of the Register of Hills, any of the Z3 Revenue District Offices or by calling the special Z~-hour ans#ertng service for forms ordering: 1-800-362-Z050; services for taxpayers with special hearing and or speaking needs: 1-800-q~7-5OZO (TT only). Any partY in interest not satisfied with the appraisement, allowance or dismllowance of deductions or assessment of tax (including discount or interest) as shown on this Notice may object wlthJn sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZBIOZ1, Harrisburg, PA 171ZB-lOZ1, OR --electing to have the matter determined at the 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 Taxes, ATTN: Post Assessment Review Unit, DEPT. ZB0601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent' (REV-1501) far an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the dacedent's death, a flue percent (BZ) discount of the tax paid is allowed. Interest is charged beginning with first day of delinquency, ar nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent per annum calculatad at a daily rate of .00016~. All taxes which became delinquent on or after January 1, 198Z 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 198Z through ZOO3 ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 ZOZ .0005q8 1987 9Z .000247 1999 7X .000192 1965 16Z .OOO4S8 1988-1991 11Z .O00SOl 2000 8Z .O00ZI9 1984 llZ .000501 199Z 9Z .000247 2001 9Z .O00Z~7 1985 13Z .000356 1993-1994 7Z .OO019Z ZOOZ 6Z .000164 1986 iOZ .000Z74 1995-1998 9Z .000Z47 2003 5Z .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINI~UENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of tho assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. COMI~K:~EALTH OF PE~4~SYLVN~IIA DEPAR'R~B~T OF REVENUE DEFT. 280601 HARRISBURG, PA 17128-(~01 REV-1500 NHEmTANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21 03 00266 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INmAL) SOCIAL SECURITY NUMBER Thumma, Oayle R 204-01-6172 ut DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MMq3D-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE ,,,u 02/18/2003 04/16/1920 REGISTER OF WILLS ~3 1F APPMCABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER z [] 1. Original Return [] 2. Supplemental Return [] 4. Limitad Estate [] 4a. Future Interest Compromise (date of death after 12-1 2-~2) [] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach of Will) copy of Trust) [] 9. Litigation Proceeds Received [] 10. Spousal Poverly Credit (date of death be~ean 12-31-91 and 1-1-95) [] 3. Remainder Return (date of death pdor to 12-13-82) [] 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes [] 11.Election to tax under Sec. 9113(A) (Attach Sch O) dAME James M Robinson :IRM NAME Of applicable) Turo Law Offices 'ELEPHONE NUMBER 717/245-9688 COMPLETE MAILING ADDRESS 28 South Pitt Street Carlisle, PA 17013 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [] Separate Billing Requested 7. Inter-V'wos 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. 13. 14. None None:/ None None 52,608.28 None None 9,313.65 879.01 Net Value of Estate (Line 8 minus Line 11 ) Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) OFFICIAL USE ONLY (8) 52,608.28 (11) 10,192.66 42,415.62 (12) (13) (14) 42,415.62 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, x .00 or transfers under Sec. 9116(a)(1.2) 16. Amount of Line 14 taxable at lineal rate x .045 17. Amount of Line 14 taxable at sibling rate x .12 18. Amount of Line 14 taxable at collateral rate x .15 19. Tax Due 42,415.62 (is) (16) 1,908.70 (17) (18) (19) 1,908.70 Copyright 2000 form software only The Lackner Group, Inc. Form REV-I$00 EX (Rev. 64)0) 'Decedent's Complete Address: STREET ADDRESS CITY 228 Garland Drive Carlisle STATE PA ZIP 17013 I Tax Payments and Credits: 1. Tax Due (Page I Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 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. (4) Check box on Page 1 Line 20 to request a refund 5. If Line I + 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 1,908.70 0.00 0.00 1,908.70 1,908.70 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 propen'y transferred; ..................................................................................... r-'] ~] b. retain the right to designate who shall use the property trensferred or its incorne; ......................................... ~ ~ ¢. retain 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 receMng adequate consideration? .......................................................................................................................... [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ............... [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perju[y, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge end 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 DATE Maxin, Gillaugh 300 Bomner Road "~/] O.~t3L ~~a~/', Carlisle,PA 17013 SIGN~TUI~E OIt PERSON RESPONSIBLE~OR FILING RETURN ADDRESS DATE Carolvn Lebo 77 ~ Z)a 55 Bears School Road _. , (..~7_a-/~'_.~ ~ Carlisle, PA 17013 q/o2&lo.5 SIGNATURE~Oe[v;m-PARER O'IlqER mAN REPRESENTA~WE ADDRESS ' 6ATE Jamea,M Robinson A ~ ~-, _ -IL ,5,q'l ~/d ~ . 28 South Pitt Street ' 7' CarZisle, P^ 17013 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. lhe statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the nat 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 dececlent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116 1.2) 172 P.S. §9116 (a) (1)1. lhe tax rate imposed on the net value of transfers to or for the use of the decadent's siblings is 12% [72 P.S. §911t5 (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. ADDITIONAL Personal Representatives Thumma, Gayle R SS~ 204-01-6172 2/1812003 Under penalties of perjury, the undersigned declare that they have examined this return, including accompanying schedules and statements, and to the best of their knowledge and belief, it is true, correct and complete. Name Barry ~mma Address 1215 Stratford Drive city, Sate, z~p Carlisle PA D.te 17013 4 signature Name Address: city, state, zip Date 5 Signature Name Address: city, State, Zip Date Signature Name Address: city, State, Zip Date 7 Signature Name Address: city, State, Zip Date SCHEDULE E CASH, BANK DEPOSITS,& MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Thumma, Gayle R 21 - 03 - 00266 Inclu.de the proceeds of litigation and the date thepmceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. DESCRIPTION ITEM NUMBER 2001 Buick Century Allfirst Bank - checking account #85596515 Allfirst Bank - savings account #80000002147660 Prudential Financial - mutual fund account #03800253123 Personal property Insurance refunds and Dividends TOTAL (Also enter on Line 5, Recapitulation) VALUE AT DATE OF DEATH 12,000.00 4,621.28 5,160.16 27,864.20 2,327.00 635.64 52,608.28 ESTATE OF FILE NUMBER Thumma, Gayle R 21 - 03 - 00266 Debts of decedent must be reported on Schedule I. rTEM NUMBER DESCRIPTION AMOUNT 1 2 3 4 5 FUNERAL EXPENSES: Ewing Brothers Funeral Home Carlisle Memorial Service, Inc. The Sentinel - Thank You Note ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Streat Address City State Zip Year(s) Commission paid Attorney's Fees Turo Law Offices Family Exemption: (If decedent's address is no~ the same as claimant's, attach explanation) Claimant Street Address Cny Relationship of Claimant to Decedent Probate Fees Register of Wills Cumberland Law Journal The Sentinel Accountant's Fees State Zip Tax Return Preparer's Fees Joan Eby Other Administrative Costs TOTAL (Also enter on line 9, Recapitulation) 6,162.50 125.00 41.68 126.00 75.00 134.84 50.00 0.00 9,313.65 2,598.63 SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Thumma, Gayle R 21 - 03 - 00266 Include unmimbumed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 2 3 4 5 6 7 8 9 10 Borough of Carlisle - Water & Sewer Penn Rehabilitation Associates IESI PA Corporation PPL Electric Utilities TV Cable Sprint John P. Stratis, MD William W. Kough Oil West Shore EMS Earl Morrison - snow removal TOTAL (Also enter on Line 10, Recapitulation) 45.24 100.00 355.00 59.04 11.48 28.43 40.92 172.05 46.85 20.00 879.01 r~'v-~.3,=x;-~,..oo~ ,~ SCHEDULE J co~Mo.vw,~ OE.~..s~w.~ BENEFICIARIES ~HER~ANCE T~ RE~RN RES~ENT DECEDENT ESTATE OF FILE NUMBER mu --tn~m~~--"uny,e R 21 - 03 - 00266 RELATIONSHIP TO AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE E)o Not U~t Io TAXABLE DISTRIBUTIONS (include outright spousal distributions) I Maxine Gillaugh daughter one-third 13,502.3 l 300 Bergner Road Carlisle, PA 17013 2 Carolyn Lebo daughter one-third 13,502.31 55 Bears School Road Carlisle, PA 17013 3 Barry Thumma son one-third 13,502.30 1215 stratford Drive Carlisle, PA 17013 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. 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'r OF GAYLE R. THUMMA I, GAYLE R. THUMMA, of West Pennsboro Township, Cumberland County, .Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby revoking all prior Wills and Codicils by me at any time made. 1. I direct that all estate and inheritance taxes, and interest and penalties thereon, which may be due and p'ayable by reason of my death With respect to any property included in my gross estate for tax purposes, shall be paid by my Executors as an expense and cost of administration of my estate. My Executors shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. In the absolute discretion of my Executors, they shall pay such taxes immediately or may postpone the payment of taxes on future or remainder interests until the time possession thereof accrues to the beneficiaries. 2. I direct my Executors to pay the expenses of my last illness and funeral expenses from the property passing under this Will as an expense and cost of administration of my estate. - 1 - 3. I give, devise and bequeath all of my real and personal property to my three (3) children, MAXINE GILLAUGH, of Box 144, R. D. # 9, Carlisle, Pennsylvania, CAROLYN LEBO, of 55 School House Lane, Carlisle, Pennsylvania, and BARRY THUMMA, of 61 Hillside Drive, Carlisle, Pennsylvania, in equal shares, per stirpes. 4. I nominate, constitute and appoint my three (3) children MAXINE GILLAUGH, CAROLYN LEBO and BARRY THUMMA, to serve jointly as Executors of this, my Lest Will and Testament. IN WITNESS WHEREOF, I have to this my Will set my hand and seal this ~ day of '~'~..~?/~ , 198~. · 'G~yle.;~. ThU~tma .... Signed, sealed, published and declared by the above- named Testatrix, GAYLE R. THUMMA, as and for her Will, in the presence of us, who, at her request, in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses in attestation thereof. (SEA] ,) -- 2 ACKNOWLEDGMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) : COUNTY OF CUMBERLAND ) SS.: We, GAYLE R. THUMMA, Testatrix, and the undersigned witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that GAYLE R. THUMMA, signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix signed the Will as witness and that to the best of his knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ,."1 ~. .~'/ ' .... ~.~ ~ ,.-'~.~, / /..'~..~'..~..~.~.-~..~--~u'~ Subscribed, sworn to and acknowledged before me by GAYLE R. THUMMA, the Testatrix, and subscribed and sworn to before me by JAMES D. FLOWER, JR. and SHIRLEY W. AHLERS witnesses, this 6th day of March , 1985. Notary Publ~6- NOTARY PUBLIC .. Carlisle, Cumbe~icmd Ca~nt), (SEAL ( SEAL (SEAL - 3 - COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 '7128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003046 ROBINSON JAMES M ESQUIRE C/O TURO LAW OFFICES 28 SOUTH PITT STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 204-01-6172 FILE NUMBER: 2103-0266 DECEDENT NAME: THUMMA GAYLE R DATE OF PAYMENT: 09/22/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 02/18/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 91,908.70 TOTAL AMOUNT PAID: 91,9O8.7O REMARKS: JAMES M ROBINSON ESQ-C/O TURO LAW OFF.TAX PAYMT SAME DAY SEAL CHECK# 322 INITIALS: SK RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS FAMILY SETTLEMENT AND FINAL RELEASE ESTATE OF GAYLE R. THUMMA KNOW ALL MEN BY THESE PRESENTS, that Gayle R. Thumma, a/k/a Gayle R. Walters, late of the Borough of Carlisle, Cumberland County, Pennsylvania, deceased, died testate on February 18, 2003, having first made her Last Will and Testament, which was duly executed on March 6, 1985 and probated in the Office of the Register of Wills of Cumberland County, on March 26, 2003. WHEREAS, the said Gayle R. Thumma, a/k/a Gayle R. Walters, by the aforesaid Last Will and Testament, named Maxine Gillaugh, Carolyn Lebo, and Barry Thumma as Executors of said Last Will and Testament; WHEREAS, Letters Testamentary on the Estate of the said decedent were duly issued by the Register of Wills of Cumberland County, Pennsylvania, to the said Executors, hereinafter called personal representatives; WHEREAS, the personal representatives have gathered the assets of the Estate of the said decedent and the assets consist of personal and real property with the total value of $52,608.28 as set forth in Exhibit "A", which is a copy of the Pennsylvania Inheritance Tax Return filed and approved by said personal representatives, and which is attached hereto and made a part hereof, and marked Exhibit "A"; WHEREAS, the debts and deductions, including the payment of inheritance tax in the said Estate, which have now been paid, leave a balance for distribution of $40,506.92, also as set forth in the statement of said personal representative, which is attached hereto and marked Exhibit "B"; WHEREAS, the balance for distribution as shown in the said statement marked Exhibit "B" has been reduced to cash and has been distributed as herein indicated in accordance with the terms of the Last Will and Testament of the said Decedent; NOW, THEREFORE, Maxine Gillaugh, Carolyn Lebo and Barry Thumma, being the sole heirs under the Last Will and Testament of the said decedent, and being those persons entitled to inherit under said Last Will and Testament, do hereby acknowledge that they have this day had and received from the aforesaid personal representatives, in full satisfaction and payment of all sums of money, legacies, bequests, and devises as are given, devised and bequeathed to them by the said Last Will and Testament, the amounts due them under said Last Will and Testament, which amounts they have received this day or prior to this day; and, they hereby stipulate that in order to avoid the expense and time involved in the filing of a formal account and schedule of distribution, they agree that no account is necessary and they do hereby agree that they do consent to distribution being made without the filing of an account and schedule of distribution, the same to be with the same force and effect as if they had been filed and confirmed by the Orphan's Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania. THEREFORE, Maxine Gillaugh, Carolyn Lebo and Barry Thumma do hereby remise, release, quitclaim and forever discharge the said personal representatives, Maxine Gillaugh, Carolyn Lebo and Barry Thumma, their heirs, executors, administrators and assigned, of and from the said estate and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever for or by reason thereof, or for any other use, matter, cause or thing whatsoever, touching upon the Estate of the said decedent, and they do further hereby covenant and agree that should any liability come due to the estate of the said decedent after the signing of this Agreement, they do hereby covenant and agree with aforesaid personal representatives, that they will contribute pro-rata their share of the Estate to satisfy any and all claims, demands, suits or causes of action which may be successfully prosecuted against the said Estate or the aforesaid personal representatives after the signing, sealing and delivery of this Family Settlement Agreement and Final Release. IN WITNESS WHEREOF, we have hereunto set our hands and seals the day and year noted below. d-/'-l- Date Date Date ,V~tness ~/~ness / Max~ne~Gillaug~' Carolyn Lebo ~umma BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 171Z8-0601 dANES N ROBINSON TURO LAW OFFICES 28 S PITT ST CARLISLE PA 17015 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DATE 11-10-2005 ESTATE OF WALTERS DATE OF DEATH 02-18-2005 FILE NUHBER 21 03-0266 COUNTY CUMBERLAND ACN 101 I Amount Remitted R£V-].5~7 EX AFP C01-85) GAYLE R HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WALTERS GAYLE R FILE NO. 21 05-0266 ACN 101 DATE 11-10-Z003 TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schaduls A) (1) 2. Stocks and Bonds (Schedule B) (P') 3. Closely Held Stock/Partnership Zntsros~ (Schsduls C) (3) rt. Hortgagss/Notss Receivable (Schedule D) irt) 5. Cash/Bank Deposits/Hisc. Personal Property (ScheduZo E) 6. Jointly Owned Property (Scheduls F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCT:iONS AND EXEMPTIONS: 9. Funeral Expenses/Ads. Costs/Nisc. Exponsss (Schsdule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11. Total Deductions 12. Ns~: Valuo of Tax Return 52/608.28 .00 .00 NOTE: To insure proper .00 credit to your account, .00 submit the upper portion .00 of ~his form with your tax paymsnt. .00 (8) 9,315.65 879.01 52,608.28 (11) 10.]92.6& (12) 42,415.62 13. 1rt. NOTE: Chari~:abZs/Govsrnmsntal Bequests; Non-elected 911:5 Trusts (Schedule J) (13) Na~ Value of Estate Sub,isc~ ~o Tax (lrt) Zf an assessaent was Assued prevAously, llnes 14, 15 and/or 16, 17, reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amoun~ of Line lrt at Spousal ra~e (1;) 16. Amoun~ of Lins lrt taxable a~ Lineal/Class A rats (16) 17. Amoun~ of Line lrt at Sibling rats (17) 18. Amount of Line lrt taxable at Collateral/Class B rs~e (18) DISCOUNT (+J INTEREST/PEN PAID (-) .O0 19. Principal Tax Due TAX CREDITS: PAYNENT RECEZPT DATE NUNBER 09-22-2003 CD003046 EXHIBIT ^ .00 x O0 = 42,415.62 x 045= . O0 x 12 = . O0 x 15 = (19)= AHOUNT PAID 1,908.70 TOTAL TAX CREBZT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE IF PAZD AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 42,415.6Z 18 and 19 will .00 1,908.70 .00 .00 1,908.70 1,908.70 .00 .00 .00 ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) COMMONWEAL1H OF PEri,SYlVANIA DEPARTMENT OF REVEMJE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE OHLY FILE NUMBER 21 03 00266 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDOLE INmAL) SOCIAL SECURITY NUMBER Th]]mma, Gayle R 204-01-6 ] 72 ~j DATE OF DEATH (MM-DD-YEAR) DATE OF I~1~'1H (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE ,,,° 02/18/2003 04/16/1920 REGISTER OF WILLS Cl IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST. FIRST AND MIDDLE INmAL) SOCIAL SECURITY NUMBER [] 1. OriginalRetum [] 2. SupplementalRetum [] 3. RemainderRetum(dateofdeathpriorto12-13-82) [] 4. Limited Estate [] 4a. Futtsre InterestCompromise (date of deat~ after 12-12-82) [] 5. Federal Estate Tax Return Required [] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach 8. Total Number of Safe Deposit Boxes of Will) copy of Trust) [] 9. Litigation Proceeds Received [] 10. Spousal Poverb/ Credit (date c~ death between [] 11.Election to tax under Sec. 9113(A)(At~chSchO) 12-31-91 and 1-1-95) THis SECTION MUST BE COMPLETED. ALL CORREsPONDENcE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: ~AME James M Robinson :IRM NAME Of applicable) Turo Law Offices 'ELEPHONE NUMBER 717/245-9688 COMPLETE MAILING ADDRESS 28 South Pitt Street Carlisle, PA 17013 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [] Separate Billing Requested 7. Inter-V'n/os Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costa (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 ) None None None None 52,608.28 None None 9,313.65 879.01 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) ~FFICIAL USE oNLy (8) 52,608.28 10,192.66 42,415.62 42,415.62 (11) (12) (13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, x .00 or transfers under Sec. 9116(a)(1.2) 16. Amount of Line 14 taxable at lineal rate x .045 17. Amount of Line 14 taxable at sibling rate x .12 18. Amount of Line 14 taxable at collateral rate x .1 S 19. Tax Due 20. 42,415.62 [] :' >;>: BE SU~ TO AN~ ~:alj~ ON RLmi/E~$ESi~:~[)RECHECK MATH << (15) (16) 1,908.70 (17) (18) (19) 1,908.70 Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: ISTREET ADDRESS CITY 228 Garland Drive ISTATE PA Carlisle Tax Payments and Credits: 1. Tax Due (Page l Line19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty ZIP 17013 (1) Total Credits (A + B + C) (2) Total Interast/Penalty (D + E) (3) 4. If Line 2 is greater than Line I + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund 5. if Line I + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. 1,908.70 0.00 0.00 1,908.70 1,908.70 (4) (5) (5A) (5B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ..................................................................................... [--I b. retain the right to designate who shall use the property transferred or its income; ......................................... ¢. retain a m~rsionary interest; er ..................................................................................................................... d. reeei~ the promise for life of either palnnents, benef'~s or cam? .................................................................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .......................................................................................................................... [] [] 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ............... [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate prapertywhich contains a beneficiary designation? ........................................................................................................................ [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perju~j, I dec, lam that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is tree, correct and complete. Declaration of preparer other than the Pamonal repe~entative is based on all information of which preparer has any knowledge. SIC-..-..n'~TURE OF PERSON RESPONSIBLE FOR FILING RE'R.IRN ADDRESS DATE MaxJDe Gillaagh 300 Ber~ner Road /.... '~3J] 0~t9- R~ Carlisle, PA 17013 SIGN~,TU~E O~ PERSON FIL~IG RETURN ADDRESS DATE Carelw Lelm 77 ~ ~9~ 55 Bears School Road (_MT~'sn ~ Carlisle, PA 17013 SIC~IATURE-OI:"""~R'EPARER O'll4fiR THAN REPRESENTA'I~E ADDRESS I~ATE JamesaM RobiDson ~ ~ ~ I1_ ,-~Y/ .Ld/d ' . 28 South Pitt Sn'eet f4~ ~ ~/.~,.-~-~-~ Carlisle, PA 17013 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 nM value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a sun~iving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return ara 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 parant, or a stepparant of the child is 0% [72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedenrs siblings is 12% [72 P.S. §9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ADDITIONAL Personal Representatives Thumma, Gayle R SS# 204-01-6172 211812003 Under penalties of perjury, the undersigned declare that they have examined this return, including accompanying schedules and statements, and to the best of their knowledge and belief, it is true, correct and complete. Signature Name Address Barry ~mma 1215 Stratford Drive City, State, Zip Date Carlisle PA 17013 4 signature Name Address: city, state, zip Date Signature Name Address: city, State, Zip Date Signature Name Address: City, State, Zip Date 7 Signature Name Address: City, State, Zip Date ESTATE OF Thumma, Gayle R SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21 - 03 - 00266 Include the proceeds of litigation and the date thepmceeds were received by the estate. All property jointly-owned with the right of survivomh~p must be disclosed on schedule F. ITEM NUMBER DESCRIPTION 2001 Buick Century Allftrst Bank - checking account #85596515 Allfirst Bank - savings account #80000002147660 Prudential Financial - mutual fund account #03800253123 Personal property Insurance refunds and Dividends TOTAL (Also enter on Line 5, Recapitulation) VALUE AT DATE OF DEATH 12,000.00 4,621.28 5,160.16 27,864.20 2,327.00 635.64 52,608.28 ESTATE OF FILE NUMBER Thumma, Gayle R 21 - 03 - 00266 Debt~ of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT 1 2 3 4 5 Bo 5o FUNERAL EXPENSES:' Ewing Brothers Funeral Home Carlisle Memorial Service, Inc. The Sentinel - Thank You Note ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid Affomey's Fees Two D3w Offices Family Exemption: (If decedent's address is no~ the same as claimant's, attach explanation) Claimant Stree{ Address Relationship of Claimant to Decedent Probate Fees Register of Wills Cumberland Law Journal The Sentinel Accountant's Fees Tax Return PrepareCs Fees Joan Eby Other Administrative Costs State ~ Zip 6,162.50 125.00 41.68 2,598.63 126.00 75.00 134.84 50.00 0.00 TOTAL (Also enter on line g, Recapitulation) 9,3]3.65 SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Thumma, Ga¥1e R 2 ] - 03 - 00266 Include unreimbumed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT l 2 3 4 5 6 7 8 9 10 Borough of Carlisle - Water & Sewer Penn Rehabilitation Associates IESI PA Corporation PPL Electric Utilities TV Cable Sprint John P. Stratis, MD William W. Kough Oil West Shore EMS Earl Morrison - snow removal 45.24 100.00 355.00 59.04 11.48 28.43 40.92 172.05 46.85 20.00 TOTAL (Also enter on Line 10, Recapitulation) 879.01 REV-1513 EX+ (9-00) ~ SCHEDULE J CO~MO.VW,~. OF PE..S'~V^.~ BENEFICIARIES INHERITANCE TAX RE3'tJRN RESIDENT DECEDENT ESTATE OF FILE NUMBER '~'- -~.umm~,'~ ~-"~J~ts,~e R 21 - 03 - 00266 RELATIONSHIP TO AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE I, TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 Maxin¢ Gillaugh daughter one-third 13,502.31 300 Bergncr Road Carlisle, PA 17013 2 Carolyn Lebo ! daughter one-third 13,502.31 55 Bears School Road Carlisle, PA 17013 3 Barry Thumma I son one-third 13,502.30 1215 stratford Drive Carlisle, PA 17013 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover shee{ ]-~o NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET EXHIBIT "B" GROSS ESTATE $ 52,608.28 LIABILITIES B. C. D. E. F, G. H. I. J. K. L. M. N. O. P. Q. R. Ewing Brothers Funeral Home Carlisle Memorial Service, Inc. Register of Wills The Sentinel Cumberland Law Journal Turo Law Offices - Attorney's Fees Joan Eby - Tax Preparation Borough of Carlisle - Water & Sewer Penn Rehabilitation Associates IESI PA Corporation PPL Electric Utilities TV Cable Sprint John P. Stratis, MD William W. Kough Oil West Shore EMS Earl Morrison - Snow Removal PA Department of Revenue - Inheritance Tax AMOUNT REMAINING TO BE DISTRIBUTED $ 6,162.50 125.00 126.00 176.52 75.00 2,598.63 50.00 45.24 100.00 355.00 59.04 11.48 28.43 40.92 172.05 46.85 20.00 1,908.70 $ 4O,5O6.92 2. 3. 4. Cumberland County Register of Wills Maxine Gillaugh Carolyn Lebo Barry Thumma TOTAL AMOUNT DISTRIBUTED $ 52.00 13,484.98 13,484.97 13,484.97 $ 4O,5O6.92 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 17128-0601 JANES H ROBINSON TURO LAW OFFICES 28 S PITT ST ~ CARLISLE PA 17015',~,'. CONHONWEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSNENT OF TAX REV-1547 EX AFP ¢01-0S) DATE ESTATE OF DATE OF DEATH FILE NUNBER COUNTY ACN 11-10-2003 WALTERS 02-18-2003 21 03-0266 CUNBERLAND 101 Amoun~ Rmmi~md GAYLE R HAKE CHECK PAYABLE AND RENZT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE I~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-154? EX AFP (01-03) NOTICE OF ZNHERTTANCE TAX APPRAISENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTTONS AND ASSESSNENT OF TAX ESTATE OF WALTERS GAYLE R FILE NO. 21 03-0266 ACN 101 DATE 11-10-2003 TAX RETURN HAS: (X} ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~m~m (Schedule A) 2. S~ocks and Bonds {Schedule 3. Closely Hold S~ock/Par~norship In~mrms~ (Schedule C} ~. Nor~gmgms/No~ms Receivable (Schedule D) (~) E. Cash/Bank Doposi~s/His¢. Personal Propmr~y (Schedule E) (S) 6. Jointly Owned Propmr~y (Schedule F) (6) 7. Transfers (Schodulm G) (7) 8. To~al Asso~s APPROVED DEDUCTIONS AND EXENPTZONS: 9. Funeral Expmnsms/Adm. Cos~s/Nisc. Expenses (Schedule H) (9) 10. Deb~s/Hor~gago Liabil/~ios/Liens (Schedule I) (10) 11. To~al Deductions 12. Nm~ Value of Tax Rm~urn 52~608.28 .00 .00 NOTE: To /nsuro proper .00 crod/~ ~o your account, .00 subm/~ ~ho upper pore/on .00 of ~his form wi~h your ~ax payment. .00 (8) 9,313.65 879.01 13. 14. NOTE: 52,608.28 (11) ]0.1;)2.66 (12) 42,415.62 Char/~mblm/govmrnmmn~al Bmquas~s; Non-elected 911~ Trusts (Schedule J) (15) .00 Nm~ Value of Es~a~m Subjmc~ ~o Tax (14) 42,415.62 Zf an assessment was issued previously, 11nos 14, 15 and/or 16, 17, 18 and 19 w111 re~lect ~/gures that include the total o~ ALL returns assessed to date. ASSESSNENT OF TAX: 15. Amoun~ of L/nm 14 a~ Spousal ra~m 16. Amoun~ of Line 14 ~axablm a~ Lineal/Class A ra~m 17. Amoun~ of L/ne 14 a~ S/bl/ng ra~o 18. Amoun~ of L/ne 14 ~axablm a~ Collateral/Class B ra~e 19. Princ/pal Tax Due TAX CREDITS: PAYHENT RECEIPT D/SCOUNT (+) DATE NUNBER INTEREST/PEN PAID (-) 09-22-2003 CD003046 IF PA/D AFTER DATE XNDICATED, SEE REVERSE FOR CALCULAT/ON OF ADDITIONAL INTEREST. (15}. .00 X O0 = .00 (16) 42,415.62 X 045 = 1,908.70 (17) .00 X 12 = .00 (18), .00 X 15 = .00 (19)= 1,908.70 ANOUNT PAID .O0 1,908.70 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 1,908.70 .00 .00 .00 ( ZF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED. IF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) RESERVATION: PURPOSE OF NOTICE: PAYNENT: REFUND OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 1Z, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class D (collateral) beneficiaries of the decedent after the expiration of any estate for 11fo or for years, the Coemoneealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. To ~ulfill the requirements of Section Il40 of the Inheritance and Estate Tax Act, Act l$ of ZOOO. (TI P.S. Section 91~0). Detach the top portion of this Notice and submit eith your payment to the Register of Nills printed on the reverse side. --Hake check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, which ems not requested on the Tax Return, say be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax'" (REV-IS13). Applications are available at the Office of the Register of #i115, any of the Z3 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-36Z-Zo50; services for taxpayers with special hearing and / or speaking needs: 1-800-~47-5020 (TT only). Any party in interest not satisfied eith the appraisement, a11oeance, or disalloaance of deductions, or assessment of tax (including discount or interest) as sho~n on this Notice must object mithin sixty (60) days of receipt of this Notice by: --eritten protest to the PA Department of Revenue, Board of Appeals, Dept. Z81021, Harrisburg, PA 171ZB-lOZ1, 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 Rmvie~ Unit, Dmpt. Z80601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is allamed. The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same tiao period as you would 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 one (1) day from the date of death, to the date of payment. Taxes ahich became delinquent before January 1, 1982 bear interest at the rate of six (BI) percent per annum calculated at a daily rate of .00016~. All taxes mhich became delinquent on and after January 1, 198Z ail1 bear interest at a rate ~hich ail1 vary from calendar year to calendar year mith that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO5 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z ZOZ .000548 1987 9Z .000247 1999 7Z .00019Z 1985 16Z .000438 1988-1991 llX .000301 ZOOO 8Z .000219 1984 IZZ .000501 199Z 9X .000247 ZOOZ 9Z .000247 1985 15Z .000556 199'4-1994 7Z .000192 ZOOZ 6Z .00016~ 1986 lOX . O0027~ 1995-1998 92 .000247 2005 57. .000137 --Interest is calculated as follo~s: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date sheen on the Notice, additional interest must be calculated. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/10/2005 ROBINSON JAMES M 28 SOUTH PITT STREET CARLISLE, PA 17013 RE: Estate of THUMMA GAYLE R File Number: 2003-00266 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 2/18/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER~ REGISTER OF WILLS cc: File Personal Representative(s) Judge !_I. C-:J(I STATUS REPORT UNDER RULE 6.12 kJ. R, .~ , .!Jfh, r~ J LJ03 Will No.: d f- J.OO 3oo:;Jj" ~ Name of Decedent: Date of Death: Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I repOlt the foHowing with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ~ No 0 2. lfthe 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 .g] b. The separate Orphans' Court No. (if any) for the personal representative's accountis:~ c. Did the personal representative state an account informally to the parties in interest? Yes Rl No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: 1 ~ fa ~ (' ~;If, ~ Signature (!~fy0 Cb Name 00G ~ A.GzW 0(7<013 Address I rq t1 >.c9-4-'3 - Co '8 '1 'f Telephone No. u-" in ~:~J G) .--'.--' (."'- . t:-: ' L!""_:> 0, 2:,:.~ Cs "" Capacity: ~Personal Representative o Counsel for personal representative rPf t ~. (~( ~:' ~~~; U_I k STATUS REPORT UNDER RULE 6.12 Name ofDecedent: Jj~ 'f. 1k,"/'vVVW./L Date ofDeath: .J, / f - tJ :3 Will No.: ;;J.I' Z~~3- 1)11'(;(, Admin. No.: V 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: Yes1LJ No 0 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. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No Jil 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 jX] No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts maybe filed with the Clerk of the Orphans' Court and may be attached to this report. Date:~~5 r1J()f0'~ M /1, Jh'dA Signature ..,....- ::-:': Ir.> :;;i 0-., Ma"X\\MJ {\A G'\\""11,.,. Name ".., ('-1 c. . 300 ~o_~ &I ~/?a. /701-3 Address ,"- C"..) t{ o 70- d.lf3-)::.Id- Telephone No. Capacity: A(l Personal Representative o Counsel for personal representative vA L' o l.c' C-) fJ~: - .".1 C-, ( U. (~j ~= C_' , c...- ui' c:c STATUS REPORT UNDER RULE 6.12 {.:, A'-f LE R.. .1l":h.J fV\/V\A g,- 15- ~oo3 Name of Decedent: Date of Death: Will No.: ~l Admin. No.: 03-0~1, Pursuant to Rule 6.12 of the Supreme Court Orphans' COUli Rules, I report the following with respect to completion of the administration of the above-captioned estate: I. State whether administration ofthe estate is complete: Yes JKl No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: N.I A 3. lithe answer to No.1 is Yes, state the following: a. Did the personal re]lresentative file a final account with the Court? Yes _ No ~ b. The separate Orphans' Court No. (if any) for the personal representative's acconnt is: c. Did the personal~resentative s. tate 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 and may be attached to this repo Date: 1-1'-\-05 tr) - ci:) J-._ c- d2~}::: ,.- tj:;' f-:;~ -._1""_" C) fI; L c5~, G ,~ -- """' co :::;;;:;: ","',r -~') 1."" ~ = C'-., ..:::r~';, M. Q,."ew-~ .~Je.. Name ~ B S:...>'N!:\-rr ~., c,..r\\~\e, p,.c.. no 13 Address (In) ;;l'lS-'1I..O>,? Telephone No. Capacity: Dpersonal Representative '~ Counsel for personal representative uA STATUS REPORT UNDER RULE 6.12 NameofDecedent: GAr/€. R. -rfftJmmA Date ofDeath: .2-1 E? - 2C) ~ 3 2/- Will No.: 2C)O:J-~/)U~ Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphails' 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}iJ No 0 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 181' 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? Y es ~ No 0 u_ C.::J<J": LU I fi: ~~- Lt.. C:::J c:::_~, c' LJ.l '! , ~'-'- c- 1__ cr.: - , ~~2~: " ?f~:': L.U .:-_..~ c5~t=~ IT +~ 00 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. s1:; /~. ,--- lSA#.r L. Name 'T#V/YIr'" A Date: L:L,l-oS N = -"" C2 c~ I~~_~ LL ::r: ....:.;: -, /215" Sf12A-TffJI2O Address ';pR. a.ets4fA. L~ => C~ <'-.l 7/7- :2t/;} -7' 'i'eJ Telephone No. Capacity: r;:>{Personal Representative ~ ?c)t:1# 0 Counsel for personal representative ~ d. 71 7' D'~-8 .29~ . ~j A!2 _~ ~ ~ ~~ ~,...."'--;;:..' ~ /7 uJ~~. ~-=-e C'..,f?/~ aT~ ~ ~ ~~ ~ ~ ~_t:Q~d:-. ~~. ~~ _