HomeMy WebLinkAbout03-0294PETITION FOR GRANT OF LETTERS
ADMINISTRATION
In Re: Estate of Helen L. Kneisley, Deceased
Social Security No. 167-14-1975
No.
To:
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner, who is 18 years of age or older, applies for letters of administration on
the estate of the above decedent.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last
family or principal residence at 1025 S. West Street, Carlisle, PA 17013.
Decedent, then 80 years of age, died December 9, 2002, at her home.
Decedent at death owned property with estimated values as follows:
All personal property $ 8,250.00
Value of real estate in Pennsylvania
None
Petitioner, Karen F. Byers, after a proper search, has ascertained that decedent left no will
and was survived by the following heir:
Name Relationship
Karen F. Byers Daughter
Residence
1025 S. West Street, Carlisle, PA ! 7103
THEREFORE, petitioner respectfully requests the grant of letters of administration in the
appropriate form to the undersigned.
Signature of Petitioner
Address
17-/32-8'
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ·
COVNTV or / ss
The petitioner(s) above-named swear(s) or affirm(s)that the
statements in the foregoing petition are true and correct to the best
of the knowledge and belief of petitioner(s) and that as personal
representative(s) of the above decedent petitioner(s) will well and
truly administer the estate according to law.
Sworn to or affirmed and subscribed
before m~ t~hisn, f~. r~_()/):~ day of
' t~:CL~¥(~d~Register
Estate of ~t~O ~,~ ~rg~_i&le~
Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW /t~O/L~ , '~ ~'~ Or9 ~ .~ ,in consideration of the petition on
the reverse side here~satisfactor-y progf' having been presented before me,
IT IS DECREED that
is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration
are hereby granted to
in the estate of ~ f.-~ . / /~/_,~,'kO_~ ), Q-t,
'-- Rdgister of Wills ~ -' /~ ~LfSLL-~t~
FEES
Letters of Administration ..... $ .~,
Short Certificates( ) .......... $
Renunciation ................ $.
,.30 ~ $ i0,00
,~_,~_~ TOTAL __
Filed
~-/- ~ CL~ ..................... A.D. 19.__
~ ,
ATTOI~NEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
Estate of No.
also known as
To:
Social Security No. ~.
Register of Wills for the
Deceased. County of in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), Who is/are 18 years of age or older, appi
for letters of administration
on the estate of
(d.b.n.; pendente lite; dUrante absentia; durante minoritate)
the above decedent.
Decendent was domicile~i at death in
h last family or prihcipal residence at
Decendent, then ,years of age, died
at ~' fo l~ows
Decendent at death owned property with estimated values as :
(If domiciled in Pa.) All 'personal property
(If not domiciled in Pa.) Persbnal property in Penns. y?ania
(If not domiciled in Pa.) Persohal property in Cou~/vy
Value of real estate in Pennsylvania "..
situated as follows: L. //~
/~6unty, Pennsylvania, with
(list street, num/~r and municipality)
/
, 19. .,
Petitioner after a proper search ha .
the following spouse (if any) and heirs: ~ /
Name /"/"/ Il///'~ ,/ Relationship
', as~rtained that decedent left no will and was survived by
Residence
THEREFORE, petitioner(~)" respectfully request(s) the grant of letters of administration in the
appropriate form to the un~16rsigned.
Name of Decedent:
Date of Death:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
WillNo. ~D0~ - t~D~t~e~ Admin. No. ~9,/~ t9 g~ O~q.~//
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Co_.un Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on ~ ,~' · ~ ,~7 .
Name Address
/
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Address
Telephone (~/)'~
Capacity: __ Personal Representative
ounsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OFINDIVlDUALTAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 002849
BYERS KAREN F
1025 SOUTH WEST ST
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 167-14-1975
FILE NUMBER: 2103-0294
DECEDENT NAME: KNEISLEY HELEN L
DATE OF PAYMENT: 07/29/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 12/09/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $14.65
TOTAL AMOUNT PAID:
$14.65
REMARKS: KAREN F BYERS
SEAL
CHECK# 590
INITIALS: AC
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT, 280601
HARRISBURG, PA 17128-0601
F-
Z
I.U
UJ
LU
uJ
I--
Z
Z
0
0
LU
n~
X
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
2 2 - 0 3 0 2 9 4
COUNTY CODE YEAR NUMBER
DATE OF DEATH (MM-OD-YEAR) l DATE OF BIRTH (MM-DO-YEAR)
12-09-2002 I 01-17-1922
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Kneisley, Helen L. 167 - 14 - 1975
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
~]2. Supplemental Return
~_]4a. Future Interest Compromise (date of death after 12d2-82)
[~7. Decedent Maintained a Living Trust (Attach copy of Trust)
] 10. Spousal Poverty Credit (dale of death between 12-31-91 and I-1-95)
[~1. Original Return
E~4. Limited Estate
[~]6. Decedent Died Testate (Attach copy of Will)
E~]9, Litigation Proceeds Received
NAME
Karen F. Byers
FIRM NAME {If Applicable)
TELEPHONE NUMBER
717-243-2609
SOCIAL SECURITY NUMBER
3. fdate of death prior to 12-13-82)
Remainder
Return
[-~5. Federal Estate Tax Return
Required
0 8. Total Number of Safe Deposit Boxes
E~]11 Election to tax under Sec. 9113(A) Sob
{Attach
O)
COMPLETE MAILING ADDRESS
1025 South West Street
Carlisle, PA 17013
1. Real Estate (Schedule A) (t)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
[~ Separate Billing Requested
7, Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8, Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13.
14.
0
64.86
0
17.00
7,335.33
0
7,172.95
:Z
(8) 7,417.19
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)
(11) 7~172.95
(12) 244.24
(13) 0
(14) 244.24
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec, 91'16 (a)(1,2) x .0 __ (15)
16. Amount of Line 14 taxable at lineal rate 2 4 4; 24 x .0 6 (16)
17. Amount of Line 14 taxable at sibling rate x .12 (17)
18, Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19)
14.65
14.65
Decedent's Complete Address:
STREET ADDRESS
1025 South West Street
C~IY
Carlisle
STATE
ZIP
17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2, Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits ( A + B + C )
3, Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E )
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
(1) 14.65
(2) 0
(3) 0
(4) 0
(5) 0
(5A) 14.65
(5B) 14.65
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .......................................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ............................................ [] []
c. retain a reversionary interest; or .......................................................................................................................... [] []
d. receive the promise for life of either payments, benefits or care? ...................................................................... [] []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. [] []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
DATE
ON RESPONSIBLE FOR FILING RETURN
1025 South West Stzmet, Carlisle, PA
17013
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even
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 paren
or a stepparent of the child is 0% [72 RS. §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. §9t16(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 RS. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as a
individual who has at least one parent in common with the decedent, whether by blood or adoption.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF FILE NUMBER
Helen L. Kneisley 21-03-0294
All property jointly.owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. PP&L Stock- 2 shares @ $32.43/share 64.86
TOTAL (Also enter on line 2, Recapitulation) $ 64.86
(If more space is needed, insert additional sheets of the same size)
REV-I~8 EX + (l-g7} ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Helen L. Kneisley 22-03-0294
Include the proceeds of litigation and the date the proceeds were received by the estate, All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1~ Cash on Hand 17.00
TOTAL (Also enter on line 5, Recapitulation) $ [ 7. O0
/If mnr~
COMMONWEALTH OF PENNS5 cVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
Helen L. Kneisley 21-03-0294
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A.
JOINTLY-OWNED PROPERTY:
LI: I l EH DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH -
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT deed for joinfiy-held real estate, VALUE OF ASSET INTEREST DECEDENTS INTERES
1. A. 7/02 Orrstown Bank - Checking Acct. 106-002636 6,099.64 50% 3,049.82
B. 10/02 Orrstown Bank - Money Market Account
#106-800088 8,571.02 50% 4,285.51
TOTAL (Also enter on line 6, Recapitulation) $ 7,3 3 5.3 3
(If more space is needed, insert additional sheets of the same size)
7/29/03
HELEN L KNEISLEY
Deposit Inquiry
Account number:
10:47:13
106800088
Last stmt balance:
Current balance:
l=View 6=Print T=Tset
Posted Check No S
9/25/02
10
10
10
11
11
11
11
12
12
12
12
1
1
/08/02
/27/02
/27/02
/07/02
/18/02
/24/02
/24/02
/17/02
/20/02
/25/02
/25/02
/26/03
/26/03
P
P
P
2,018.87
2,018.87
T/c
151C I
151C I
160 C B
151C I
151C I
090 D B
160 C B
151 C I
091 D B
091 D B
160 C B
151 C I
160 C
151 C
F4=Redisplay F7=Scan forward
F16=Sort F17=Top F18=Bottom
B
I
Last stmt date:
Statement cycle:
Control: From
Debit
5,000.00
6,406.00
163.10
FS=Scan backwards
F20=Unfold
7/27/03
25
10.56
1.0000
Balance
13,544.58
13,544.58
13,560.46
13,560.46
13,560.46
8,560.46
8,571.02
8,571.02
2,165.02
2,001.92
2,007.59
2,007.59
2,009.35
2,009.35
More...
F15=EFT
F23=Checks
5.67
1.0000
1.76
1.0000
Fll=Prior bal
F22=T/C
1.3000
15.88
1.3000
1.0000
To
Credit
1.4000
7/29/03
HELEN L KNEISLEY
Deposit Inquiry
Account number:
10:46:36
106002636
Last stmt balance:
Current balance:
l=View 6=Print T=Tset
Posted Check No S
11/01/02 C
li/Oi/02 c
11/04/02 c
11/06/02 131 P
li/07/02
11/12/o2
11/19
11/24
11/24
11/29
11/29
12/02
12/o3
12/25
/02
/02
/02
t02
/02
/02
/02
t02
130 P
132 P
C
C
C
C
5,796.13
5,796.13
· /c
163 C B
163 C B
183 D B
090 D B
151 C I
091 D B
091 D B
160 C B
151 C I
163 C B
163 C B
183 D B
163 C B
160 C B
Last stmt date:
Statement cycle:
Control: From
Debit
142.43
6.00
185.28
250.00
142.43
F4=Redisplay E7=Scan forward F8=Scan backwards
F16=Sort F17=Top F18=Bottom F20=Unfold
7/27/03
25
To
Credit
271.91
70.09
.1500
.76
.1500
271.91
70.09
724.00
.75
Fll=Prior hal
F22=T/C
Balance
5,688 93
5,759 02
5,616 59
5,610 59
5,610 59
5,425 31
5,175 31
5,176 07
5,176 07
5,447.98
5,518.07
5,375.64
6,099.64
6,100.39
More...
F15=EFT
F23=Checks
,EX +'(~-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Helen L. Kneisley 21-03-0294
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
FUNERAL EXPENSES:
Hoffman-Roth Funeral Home
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) Karen F. Byers
Social Secudty Number(s) / EIN Number of Personal Representative(s)
1025 South West Street
Street Address
Carlisle PA
City State
Year(s) Commission Paid:
AttomeyFees - Lindsay D. Baird, Esquire
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
17013
z~p
Street Address
City State Zip
Relationship of Claimant to Decedenl
Probate Fees
Accountant's Fees
Register of Wills
TaxReturnPrepamCsFees
Advertising
The Sentinel
Cumberland Law JOurnal
6,569.10
375.00
62°00
91.85
75.00
TOTAL (Also enter on line 9, Recapitulation) $ 7,172.95
(if more space is needed, insert additional sheets of the same size)
? -
BUREAU OF INDIVIDUAL TAXES
/NHERTTANCE TAX D/VISTON
DEPT. 180601
HARRTSBURG, PA 17118-0601
COMMONNEALTH OF PENNSYLVANZA
DEPARTMENT OF REVENUE
NOTZCE OF ZNHERZTANCE TAX
APPRAZSEMENT, ALLO#ANCE OR DZSALLONANCE
OF DEDUCTZONS AND ASSESSMENT OF TAX
REV-15117 EX &FP COl-OS)
KAREN F BYERS
1025 S NEST ST
CARLISLE
PA 17015*
DATE 09-09-2005
ESTATE OF KNEISLEY
DATE OF DEATH 12-09-2002
FZLE NUMBER 21 O$-OZ9q
/~.Ct~J~NTY CUMBERLAND
~CN 101
Amoun'k Rom/t*~ad
HELEN L
MAKE CHECK PAYABLE AND REMZT PAYMENT TO:
REGISTER OF NTLLS
CUMBERLAND CO COURT HOUSE
CARLTSLE, PA 1701:5
CUT ALONG TH]:S LZNE ~ RETAZN LONER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOT]:CE OF ZNHERZTANCE TAX APPRAZSEMENT, ALLONANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSMENT OF TAX
ESTATE OF KNETSLEY HELEN L F]:LE NO. 21 05-029q ACN 101 DATE 09-09-200:5
TAX RETURN NAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTTCE
RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Zntaras~ (Schedule C) (3)
q. Hor~gagas/No~as Receivable (Schedule D) (q)
S. Cash/Bank Daposi~s/Hisc. Personal Proper~y (Schedule E) (5)
6. Jointly Owned Propar~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To,al Assa~s
APPROVED DEDUCTZONS AND EXEMPTZONS:
9. Funeral Expanses/Adm. Cos~s/Misc. Expanses (Schedule H) (9)
10. Dob~s/Hor~gage Liabili~/as/Lions (Schedule Z) (10)
11. To,al Deductions
Ne~ Value of Tax Ra~urn
15.
Charitable/Governmental Bequests; Non-alec~ad 9115 Trusts (Schedule J)
No~ Value of Es~a~a Subjac~ ~o Tax
O0
6q 86
O0
O0
17 O0
7/335.33
O0
(8)
7,172.95
.00
NOTE: To /nsure proper
credi~ to your account,
submi~ the upper portion
of ~his fora wi~h your
~ax payment.
NOTE:
7,q17.19
(11) 7. 172. OS
(12) 2q~-Zf+
(13) . O0
(l~l) 2q~. 2q
Z~ an assessment was issued previousZy, l$nes 14, 15 and/or 16, 17,
re~Zect ~tgures that include the totaZ o~ ALL returns assessed to date.
ASSESSNENT OF TAX:
15. Amount of Line lq a~ Spousal ra~a
16. Amoun~ of Line lq ~axabla a~ L/naal/Class A ra~a
17. Aeoun~ of L/ne lq a~ S/bl/ng ra~e
18. Aeoun'l: of L/ne lq ~axabla a~ Collateral~Class B ra~a
19. Principal Tax Due
TAX CREDTTS:
PAYMENT RECETpT DZ$COUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
07-29-2005 CD0028~9 .00
18 and 19 will
ZF PAZD AFTER DATE ZNDZCATED~ SEE REVERSE
FOR CALCULATZON OF ADDZTZONAL ZNTEREST.
(1~) .00 x O0 = .00
(16) 2qq. Zq x Oq5= 10.99
(17) . O0 x 12 = . O0
(18) .00 x 15 = .00
(19)= 10.99
AHOUNT PAZD
lq.65
TOTAL TAX CREDZT I lq.65
BALANCE OF TAX DUEl $.66CR
ZNTEREST AND PEN. .00
TOTAL DUE ~.66CR
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS RE~UZRED.
ZF TOTAL DUE 1S REFLECTED AS A 'CREDZT' (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SZDE OF THZS FORM FOR ZNSTRUCTZONS.)
RESERVATION:
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADNZN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 12, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
To folfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (7Z P.S.
Section 9140).
Detach the top portion of this Notice and submit eith your payment to the Register of gills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF HILLS) AGENT
A refund of a tax credit, which was not requested on the Tax Return, say bo requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications are available at the Office
of the Register of Hills, any of tho Z3 Revenue District Offices, or by calling the special Z4-hour
anseering service for fores ordering: 1-800-$6Z-Z050~ services for taxpayers aith special hearing and / or
speaking needs: 1-800-447-30Z0 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disalloeanca of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object aithin sixty (60) days of receipt of
this Notice by:
--mritton protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to tho Orphans' Court.
Factual errors discovered on this assessment should bo addressed in writing to: PADapartaant of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601
Phone (717) 787-650S. Sam page 5 of tho 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 dacedont's death, a five percent (SI) discount of
the tax paid is allowed.
The iSZ tax amnesty non-participation panalt~ is computed on tho total of tho 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 tiaa 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 Dna (l) day from the data of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6Z) percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through Z003 ara:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 2OX . 000548 1987 9Z . 000Z47 1999 7Z . 00019Z
1983 16Z .0004S8 1988-1991 llZ .000301 ZOO0 8Z .OOOZ19
1984 117. , 000301 199Z 97. . 000247 ZOO1 9Z . 000247
1985 1SI .000356 1993-1994 72 .00019Z ZOOZ 62 .000164
1986 lOX .000274 1995-1998 92 .000247 2003 5Z .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT 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 sade after the interest computation date shown on the
Notice, additional interest must bo calculated.
~EV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG~ PA 17128-0601
DECEDEN3~S NAME FILE NUMBER
KNEISLEY,HELEN L 2103-0294
REVIEWED BY ACH
Kathryn Harbilas 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
J Lineal heirs are taxable at the rate of 4.5% for dates of death on or after 07-01-2000.
Row Page 1
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Helen L. Kneisley
Date of Death:
December 9, 2002
Will No.
2003 - 00294
Admin. No.
21-03-0294
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:
State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No X (Sole Beneficiary)
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 No X
(No others parties in interes~--
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date: October 3, 2003 "-7~'/~--,'~-Z/'{./',~._:~i~. ~
:.-. ,~ Lindsay D. Baird, Esquire
Name (Please type or print)
37 South Hanover Street, Carlisle, PA
Address
(717) 243-5732
Tel. No.
Capacity:
__Personal Representative
(MAH:rmf/AM3)
X
__Counsel for personal
representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRIS8URG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
FOWLER III JOHN B
10 E HIGH STREET
CARLISLE, PA 17013
-------- fold
ESTATE INFORMATION: SSN: 207-03-7350
FILE NUMBER: 2103-0924
DECEDENT NAME: GLEIM LEIDA A
DATE OF PAYMENT: 02/09/2006
POSTMARK DATE: 02/09/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 10/20/2003
NO. CD 006315
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $71.04
I
I
I
I
II
I
I
I
TOTAL AMOUNT PAID:
REMARKS: MOW & 0
CHECK# 11292
SEAL
INITIALS: CM
RECEIVED BY:
REGISTER OF WILLS
$71.04
GLENDA FARNE~ STRASBAUGH
REGISTER OF WILLS