HomeMy WebLinkAbout03-0357PETITION FOR PROBATE and GRANT OF LETTERS
also known as To:
Deceased.
Social Security No. /?~' ~/ d .- 7 7.g
The petitiou of the undersigned respectfully represents that:
Your petitioner(s), ~xho is/are 18 years of age or older an the execu~',',~
in the last wilt of the above decedent, dated
and codicil(s) dated
Register of Wills for the
County of ~' '-' rv,~-~-~ e/---,o'-~....Oin the
Commonwealth of Pennsylvania
named
,19.__
(sTate relevam circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in <: ,_ ' ,,~?/~c---~ z--:,'/-,,~d,9 County, Pennsylvania, with
h ~ r, last family or principal residence at
/
(list street, number and muncipality)
De~ndent, then ~ ~' years of ,a,ge, died .~ -.--~2 ~--L ~, 3 , 19
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
7~ 7-~'a
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters Testifrnentary
theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~
COUNTY OF Cumberland f ss
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of thc knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
/._, before me_th, is _..~ 23rd da~ of
{,~ -'],,,~ [~6Pr~± . ,,~ . :~3 2003
Donna ~. Otto, 1st ~puty / [ [ Register
/7-/3
NO. 2~-2003-357
Estate Of Anna E. King , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW Apr~
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated Decomba-c ] (]eh: ] qqA
described therein be admitted to probate and filed of record as the last will of
Anna E. King
and Letters T~sta~entary_
are hereby granted to Joanne E. '-BUrns, nka Joann E. Burns
1~ ?flO'~ in consideration of the petition on
FEES
18.00
Probate, Letters, Etc .......... $
Short Certificates(1 ) .......... $ 3.00
Renunciation $
x-Pages ( 2 ) ................ 6.00
JCP $ l~.O0
TOTAL __ $
Filed . .a. pr.i.%..2.4.t.h.,. 599.3. ...............
Donna M. Otto,lst Deputy
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
MAILED LE%~ZERS TO EXEL//fRIX ON APRIL 24TH,2003
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that present and saw
the testat.
request of testat.__
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this day of
19.__
, sign the same and that signed as a witness at the
in h__ presence and (in the presence of each other) (in the presence of the
Register
(Name)
(Address)
(Name)
(Address)
21-2003-357
REGISTER OF WILLS OF C~nberland COUNTY
OATH OF NON-SUBSCRIBING WITNESS
Joanne E. ~]r'n.~: nkn ,7n~nn '~.: ~3~n~$ m__n?_ D&vi~- E_ _l~A_r'D__~ ,
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
We &r~ familiar with the signature of Anna E. Kinq ,
testat rix of ",2t~ih~li,~ the presented herewith and
~oxdicil
that We believea~the signature on the~wi,~.)is in the handwriting of
Anna E. King
to the best of our knowledge and belief.
Sworn to or affirmed and subscribed before
me this 23rd day of
__~~__April l~ ~_ ~ l~X 2003
(Name)
(Address)
21-2003-357
LAST WILL AND TESTAMENT
OF
I, ANNA E. KING, of Hampden Township, Cumberland
County, Pennsylvania, make, publish and declare this as and for
my Last Will and Testament, hereby revoking all other Wills and
Codicils heretofore made by me.
FIRST: I devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
including any property over which I hold power of appointment and
together with any insurance policies thereon, in equal shares to
my children, CHARLES R. GALLY, ROBERT R. GALLY, IRENE G. REICH,
and JOANNE E. BURNS, provided that should any of my children
predecease me, then to their issue per stirpes by representation.
SECOND: In addition to all powers granted to them by
law and by other provisions of this Will, I give the fiduciaries
acting hereunder the following powers, applicable to all proper-
ty, exercisable without court approval and effective until actual
distribution of all property:
(A) To sell at public or private sale, or to lease,
for any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it.
(B) To partition, subdivide, or improve real estate
and to enter into agreements concerning the partition, subdivi-
sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, without
restriction to investments authorized for Pennsylvania fiduci-
aries, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted
in insurance policies or in other investments.
(F) To exercise any election or privilege given by the
Federal and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inheritance tax
laws.
(G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
(H) To borrow money from themselves or others in order
to pay debts, taxes, or estate or trust administration expenses,
to protect or improve any property held under my will, and for
investment purposes.
(I) To select a mode of payment under any qualified
retirement plan (pension plan, profit sharing plan, employee
stock ownership plan, or any other type of qualified plan) to the
extent the plan or the law permits them to do so, and to exercise
any other rights which they may have under the plan, in whatever
manner they consider advisable.
THIRD: I direct that all inheritance, estate, trans-
fer, succession and death taxes, of any kind whatsoever, which
may be payable by reason of my death, whether or not with respect
to property passing under this Will, shall be paid out of the
principal of my residuary estate.
FOURTH: All interests hereunder, whether principal or
income, which are undistributed and in the possession of the
fiduciaries acting hereunder, even though vested or distribut-
able, shall not be subject to attachment, execution or sequestra-
tion for any debt, contract, obligation or liability of any
beneficiary, and furthermore, shall not be subject to pledge,
assignment, conveyance or anticipation.
2
SIXTH: I nominate and appoint my daughter, JOANNE E.
BURNS, Executrix of this, my Last Will and Testament. In the
event of the death, resignation or inability to serve for any
reason whatsoever of the said JOANNE E. BURNS, I nominate and
appoint my son-in-law, DAVID E. BURNS, Executor of this, my Last
Will and Testament. I direct that my Executrix or Executor, as
the case may be, and their successors, shall not be required to
post security or a bond for the performance of their duties in
any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last Will and Testament, this I~+~- day of
ANNA E. KING
Signed, sealed, published and declared by the above-
named Testatrix as and for her Last Will and Testament in our
presence, who, at her request, in her presence and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses.
Address
Address
OF
AN~NA E. KING
JAMES D. BOGAR
ATTORNEY AT LAW
ONE WeST MAIN STREET
SHIREMANSTOWN, PENNSYLVANIA 17011
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT, 28O601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 002690
BURNS JOANNE E
119 VICTORIA DRIVE
MECHANICSBURG, PA
17055
........ fold
ESTATE INFORMATION: SSN: 179-10-7754
FILE NUMBER: 2103-0357
DECEDENT NAME: KING ANNA E
DATE OF PAYMENT: 06/17/2003
POSTMARK DATE: 06/1 6~2003
COUNTY: CUMBERLAND
DATE OF DEATH: 03/25/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $36.27
TOTAL AMOUNT PAID:
$36.27
REMARKS: JOANN BURNS
SEAL
CHECK//1005
INITIALS: VZ
RECEIVED BY'
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
~EV-1500 EX (6-00)
~ PENNSYLVANIA
,~,'~~:~ DEPARTMENT OF REVENUE
,~'~"~!~,,,~'~ '~ DEPT. 280601
~HARRISBURG, PA 17128-0601
,"7-/J'¥ '-
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFiCiAL USE CN~N
FILE NUMBER
COUNTY CODE YEAR NUMBER
Z
LU
LLI
LLI
U.I
I.-
Z
131
Z
o
uJ
o
DECE~D.ENT'S NAME (LAST, FIF~T, AND MIDDLE INITIAL)
DATE OF DEATH (MM-D'D-YEAR) I DATE OF BIRTH (MM-DD-YEAR)
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
/7?
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
. 1. Original Return
-]4. Limited Estate
[~6. Decedent Died Testate (Attach copy of Will)
[~9. Litigation Proceeds Received
--]2. Supplemental Return
E~4a. Future Interest Compromise (date of death after 12-12-82)
[--]7. Decedent Maintained a Living Trust (Attach copy of Trust)
[~10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
] 3. Remainder Return (date of death prior to 12-13-82)
L-'-~ 5. Federal Estate Tax Return Required
8. Total Number of Safe Beposit Boxes
[~11. Election to tax under Sec. 9113(A) (Attach Sch O)
FIRM NAME (If Applicable)
TELEPHONE NUMBER '7/7- 7~'~/',' ~/~Z~'¢¢
COMPLETE MAILING ADDRESS
//¢ <:- f"/'/,,'7 /
/?? d-c:'
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-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.
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)
(8)
(11)
(12)
(13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2) x .0 __
16. Amount of Line 14 taxable at lineal rate x .0 __
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
(15)
(16)
(17)
(18)
(19) / _j2~,.,. 2 7
Decedent's Complete Address:
STREET ADDRESS: ~--~---/.,~Z ~
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits ( A + B + C ) (2)
Total Interest/Penalty ( D + E ) (3)
(4)
(5)
(5A)
(5B)
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
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.
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 6 AND FILE IT AS PART OF THE RETURN,
Under penalties of perjuw, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
DecLaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
ADDRESS
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 paten
or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §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.
RE~-1513 EX+ (9-00~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
NUMBEF
I
1.
II
1.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
FILE NUMBER
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
AMOUNT OR SHARE
OF ESTATE
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART I!- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX * (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Include the
ITEM
NUMBER
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
)roceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorshi ~ must be di~_c!osed on Schedule F.
DESCRIPTION
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
JOANN BURNS
119 VICTORIA DR.
MECHANICSBURG, PA 17055
h,,llh,,llh,,,,,li,,Ih,,Ih,,Ih,,hi,,Ihhh,hh,hh,i
I
BUREAU OF INDIVIDUAL TAXES
ZNHER/TANCE TAX DIVISION
DEPT. 180601
HARRISBURG, PA 17128-0601
JOANN E BURNS
119 VICTORIA DR
NECHANICSBURG
CONNON#EALTH OF PENNSYLVANIA
DEPARTNENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSEHENT) ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
~9:~: .
DATE 07-28-2005
!!~' ~ ESTATE OF KING
DATE OF DEATH 05-25-2005
FILE NUNBER 21 03-0557
'03 JUL 28 /\9:22 COUNTY CUHBERLAND
ACN 101
PA 17~A'~%L::
Amount Rem:i'l:'l:ed
REV-15¢i? EX AFP {01-05)
ANNA
HAKE CHECK PAYABLE AND RENIT PAYNENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLTSLE, PA 17013
CUT ALONG THZS LZNE ~ RETAZN LO#ER PORTZON FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF ZNHERZTANCE TAX APPRAZSENENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTZONS AND ASSESSNENT OF TAX
ESTATE OF KING ANNA FZLE NO. 21 03-0357 ACN 101 DATE 07-28-2003
TAX RETURN #AS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATZON CONCERNZNG FUTURE ZNTEREST- SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds [Schedule B) (2)
3. Closely Held S~ocklPar~narship Zn~ares~ (Schedule C) ($)
~. Nortgegas/Notas Receivable (Schedule D)
$. Cash/Bank Deposits/Hisc. Personal Property (SchaduZe E) (S)
6. JoAntly Owned Property (Schedule F) {6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXENPTIONS:
9. Funeral Expenses/Ada. Costs/H/sc. Expenses (Schedule H) (9)
10. Dabts/Nortgega Liabilities/Liens (Schedule 1) (10)
11. Total Deductions
12. Nat Value of Tax Return
15.
1~.
Cheritable/Govarneantal Bequests; Non-elected 9115 Trusts (Schedule J)
Nat Value of Estate Sub~act to Tax
.00
806.08
.00
.00
.00 NOTE: To 1nsura proper
.00 credit to your account,
.00 subelt the upper portlon
of this fore ~ith your
tax payment.
(8)
.00
.00
NOTE:
806.08
(11) .00
(12) 806.08
(15) .00
(1~) 806.08
I~ an assessment ~as issued previously, 1/nas 14, 15 and/or 16, 17,
reflect figures that lnclude the tote! of ALL returns assessed to date.
ASSESSNENT OF TAX:
15. Aeount of Line 1~ at Spousal rata
16. Aeount of Line lq taxable at Lineal/Class A rate
17. Aaount of Line 1~ at Sibling rate
18. Amount of L/ne lq taxable at CollataraZ/CZass B rate
19. Prlnc~paZ Tax Due
TAX CREDZTS:
PAYflENT RECETpT DISCOUNT (+)
DATE NUNBER ]:NTEREST/PEN PATD (-
06-16-2003 CD002690 1.81
18 and 19 will
IF PAID AFTER DATE 1ND~CATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(15) .00 x O0 = .00
(16) 806.08 x OR5= 36.27
(17) . O0 x 12 = . O0
(18) .00 x 15 = .00
(19)= 36.27
ANOUNT PAID
36.27
TOTAL TAX CREDZT I
DALANCE OF TAX DUE
ZNTEREST AND PEN.
TOTAL DUE
58.08
1.81CR
.00
1.81CR
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS REQUZRED.
ZF TOTAL DUE ZS REFLECTED AS A 'CREDZT' (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR ZNSTRUCTZONS.)
RESERVATION:
Estates of decedents dying on or before December 1Z, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class S (collateral) beneficiaries of the decedent after the expiration of any estate for
1ifa or for years, the Co.moneealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the 1aclu1 Class B (collatara1) rate on any such futura interest.
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CA):
OBJECTIONS:
ADNIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (TI P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Hills printed 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 completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ara available at the Office
of the Register of Nills, any of the Z3 Revenue District Offices, or by calling the special Iq-hour
answering service for fores ordering: 1-800-36Z-2050~ services for taxpayers with special hearing and / or
speaking needs: 1-800-qq7-3OZO (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disalloeance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Baard of Appeals, Dept. Z810Z1, Harrisburg, PA 17IlS-lOll; OR
--election to have the matter detarmlned at audit of the account of the personal representative; OR
--appeal to the Orphans' Court.
Factual errors discovered on this assesseent should be addressed in eriting to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decadent's death, a five percent (SI) discount of
the tax paid is allowed.
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, tho first day after the and of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same tJae 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 which became delinquent before January l, 1982 bear interest at the rate of
slx (6X) percent per annum calculated at a daily rate of .000164. All taxes ehich became delinquent on and after
January 1, 198Z mill 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 Rata Factor Year Rate Factor Year Rate Factor
1982 ZOX .000548 1987 9Z .000247 1999 7Z .00019Z
1985 16Z .000438 1988-1991 llZ .000301 2000 8Z .000Z19
1984 11Z .000301 199Z 9Z .000Z47 ZOO1 9Z .000Z47
1985 Z3Z .000356 1993-1994 7Z .000192 2002 6Z .000164
1986 1gl .000274 1995-1998 9Z .000247 2003 5Z .000137
--Interest is calculated as folloes:
TNTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DATLy 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 data sheen on the
Notice, additional interest must be calculated.
Name of Decedent:
Date of Death:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on :
Name Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Signature
Name
Address
Telephone
Capacity: __ Personal Representative
Counsel for personal representative
~
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name ofDecedent: If/l/ /1/ f/ 13. !{ I /lie;
Date of Death: 3';l. 5. t> 3
Estate No.: :;> / - ~ 3 ~ 351
.
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 ~ether administration of the estate is complete:
. Yes J2g No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. Ifthe answer to No. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? 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 report.
Date: ~ ~ ,..... () 5
J
~~t,~
:;; /t tV IV 6. !3 vA.. Jt/ ..s
Name
119 !/;cr~;t111 j)~ I VtY'
Address hJ G: e II'/f 4/ Ie S bV;(.C I P;1-.5 5'
/1-'
7/7- 7?(' - d5lj'l
Telephone No.
L.' .-
(,. :0
,.
l.) ,-
"!capacity: /Sl1'ersonal Representative
EJ Counsel for personal representative
;
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
phone: (717) 240-6345
Date: 2/02/2005
BURNS JOANNE E N/K/A
119 VICTORIA DRIVE
MECHANICSBURG, PA 17055
RE: Estate of KING ANNA E
File Number: 2003-00357
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 3/25/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~:~H
REGISTER OF WILLS
cc: File
Counsel
Judge
J