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HomeMy WebLinkAbout03-0436Register of Wills of Dauphin County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of also known , Deceased No. ~./- (~::::)~ - Social Security No. ~ ° ~lo-~l~p Petitio~e, ls). who ia/age 18 yeanl of age or older, apply(les) fei: (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut Decedent, dated and codicil(s) dated named in the Last Will of the State rMeva~t circumstances, e.g., renun~iatioo, death o! 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: B. Grant of Letters of Administration 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 (COMPLETE IN ALL CASES:) Attach additional Decedent was domiciled at death in ~ heats if necessary. Residence County, Pennsylvania, with his/her last family or principal Decedent, then 15 years of age, died ~?~ t ~, , 20Or. at Ct~(C~on~ ~ ~,~ ~C~.~ 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 ............................................... Total .............................................................. Real Estate situated as follows: 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: I Signature Typed or printed name and residence RW-7 Oath of Personal Representative Commonwealth of Pennsylvania County of Dauphin The Petitioner(s) above-named swear(s) and 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. Sworn to and affirmed and subscribed · before me this ~ 7,4/ day of 20 DECREE OF REGISTER Estate of J~,~v~¢, ~. also known as '~ r~ "~J~ r~ Social Security No: Deceased No. e~//-~)._~- ~/'.~ ~ Date of Death: ,J~.-~f~,~ J~, ZOOt AND NOW, ~(-,j Z~ , 20 o~ , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [] Testamentary I~ of Administration (c,~ a; d.b n.c.t; pendente lite; du~ante absenda; du~ente rruno~hale) are hereby granted to ' ~c~,~,,~ I~. in the above estate and that the instrument(s), if any, dated described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........................... $~ Short Certificate(s) .......... Renunciation .................. Affidavit ( ) ................. Extra Pages ( ) ............ Codicil .......................... JCP Fee ........................ Inventory & Tax Forms... Other ............................ TOTAL ................ P~W-7a I.D. No: .~,rA'"l ¢1 '"/ Address: ~,,~15 ~'~ 5cco,~ -~-~¢'c¢6 Telephone: DATE FILED: Register of Wills of Cumberland County, Pennsylvania RENUNCIATION Estate of also known as Anne Y_ Repp ,Deceased The undersigned, Richard M. Rann: son and only i.q~qne (Relationship) (Capacity) the above Decedent, hereby renounce(s) the right to administer the estate and respectfully of request(s) that Letters of Administration be issued to Shann E. O'Toole Witness my hand this "~A ~r~ay of 71x4 ,&--k// ,200_3_. (Signature) Richard M. Bann 116 ,qnnset Drive: New Cumberland; PA 17070 (Address) (Signature) (Address) Sworn to or affirmed and subscribed befg.re,me this ~ r~-~a~ day of l~lL~xz~x?' ' ,200 ~ . "-.My..~b~mi ssion Expires: (Signature and seal of Notary or other official qualified to administer oaths. Show date of Notary's commission.) Form RW-4 (Dauphin Couni3 - Rex 9/92) ........ ~ ...... Notarial Seal ~ Joyce L. Houston, Notary Public .Camp Hill Boro, Cumberland County Ivty Oommission Expires May 30, 2005 Member, Pennsylvania Association of Notaries NOTE: Renunciations executed outside the Office of Register of Wills are required in some counties to be notarized, expiration of LC): 11 CERTIFICATION OF NOTICE UNDER RULE 5.7 Name of Decedent: Date of Death: File No. To the Register: Anne Y. Repp April 8, 2001 2003-00436 I certify that notice of estate administration required by Rule 5.6 of the Orphans' Court Rules was served on or mailed to the following beneficiary of the above-captioned estate on September 26, 2003: Name Address Richard M. Bann. 116 Sunset Drive New Cumberland, Pennsylvania 17070. Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date: Address: Telephone: Shaun E. O'Toole, Esq. 2813 North Second Street Harrisburg, Pennsylvania 17110 (717) 213-6653 Capacity: X Personal Representative X Counsel for Personal Representative STATUS REPORT UNDER RULE 6.12 Name of Decedent: Anne Y. Repp Date of Death: April 8, 2001 Will No. Admin. No. 2003-00436 Pursuant to Rule 6.12 ofthe 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 ofthe 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. Ifthe answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes X No b. The separate Orphans' Court No. (if any) for the personal representative's account IS: c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: 02/1:15/0-::': . ~ 'b.0I7~ ....-signature t..D Co") Shaun E. O'Toole Name (please type or print) 2813 North Second Street Harrisburg, Pennsvlvania 17110 Address C"'\ I (717) 213-6653 Telephone Number Capacity: X Personal Representative X Counsel for Personal Representative ufi IN RE ESTATE OF ANNE Y. REPP A/K/A ANN BANN REPP DECEASED IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. TERM a~-o3-y3~ N n O Cho t ~ ~ a TI ~. i1 rn- ~~~~ - G"V7~ ~ ~~~ ~ ~~ ~ ~ ~~ N w '.`?: ~, ~r ~ L. ~ ~ ~ f', _.s~. .; C';~ ~ r_7 .--m i>> C'3 'T',y PETITION FOR CITATION TO THE HONORABLE THE JUDGES OF SAID COURT: AND NOW, this \5^~-`~ day of ~ ~,~~0.~ a~\~ , comes the Commonwealth of Pennsylvania, by Robert Freedenberg, Deputy Secretary for Taxation, for C. Daniel Hassell, Acting Secretary of Revenue, who avers: 1. That Anne y. Repp A/I{/A ~ g~ Repp, deceased, (hereinafter referred to as "the Decedent"), died on Apri18, 2001. 2. That a Petition for Probate of the Last Will and Testament and for Grant of Letters Testamentary was made by Shaun E. O'Toole, Administrator, (hereinafter referred to as "the Administrator"). Letters Testamentary were granted to the Administrator on May 27, 2003. Attached hereto and made a part hereof is a copy of a document attesting to said date on which Letters were granted marked Exhibit "A." V" U 3. That on September 14, 2009, a certified demand letter was sent to the Administrator, advising that the Inheritance Tax Return for the Decedent had not been filed. A receipt was signed and returned to the Department of Revenue. Attached hereto and made a part hereof is a copy of said letter and receipt mazked Exhibit "B." 4. That as of the date of this Petition no Inheritance Tax Return has been filed by the Administrator of this estate as required by Section 1736 of the Act of December 13, 1982, P.L. 1086, No. 255, (72 P.A. C.S. § 1736). 5. That under Section 2176 of the Act of August 4, 1991, P.L. 97, No. 22, (Z2 P.S. § 9176), the Secretary of Revenue is authorized to request the Court to issue a Citation directed to those subject to any duty imposed by the aforesaid Act, commanding such persons to appear and show cause why the requirements of this Act should not be met. WHEREFORE, your Petitioner prays your Honorable Court to issue a Citation upon the Administrator, directing the Administrator to appear and show cause why said Inheritance Tax Return in the estate of the Decedent should not be filed as required by law; and to further direct that the costs of this action shall be borne by the Administrator. PENNSYLVANIA BY Deputy Secretary for Taxation FOR: C. Daniel Hassell Acting Secretary of Revenue COMMONWEALTH OF PENNSYLVANIA : ss COUNTY OF DAUPHIN Robert Freedenberg, Deputy Secretary for Taxation, for C. Daniel Hassell, Acting Secretary of Revenue, being duly sworn according to law, deposes and says that the facts set forth in the foregoing Petition are true and correct to the best Pf.~i~kn~wledge, information and belief. Robert Freed nberg Deputy Secre ary for Taxation For: C. Daniel Hassell Acting Secretary of Revenue Sworn to and Subscribed before me this ~~~~ day of l~.e- ~~. c~~0 vrC X /~~l Notarial Seal Sue E. Hetrick. Notary Public City Ot Harrisburg, Dauphin County MY Commission Expires Apr. 10, 2010 Member, Pennsylvania Association of Notaries Page 1 of 1 Oath of Perxanal Reprexentative Commonwfselth of I'ertnsytvarua County of Dauphin The PatltionerCst ebove•nsmtd aweartal arW affinnfal that tM statsmerreat in tfit fwapainp Patiton art true and correct to the Deaf of tM enovdWpe and t~lbf of Patiaionerial and Mat, ae personal rtortstntativatal ar tM Otetdtlnc, Perit:wsertat wiN welt and truly admwratar thtl Ntat6 according to lacy, ~ .t•, r~ `_ Rr ci ~ ~T Swain to ~d a+ltirrned and auDacriDed ~_~~~p.-Q.1 ~` ' ~i ~' ~ before m~tyt,Nia _~~'7" r'y d®y ai r- ,,,,~ ~fi}Dar~~,Q~~~~n ILt.f ~ J _.. ~" ~"f ~ dECREE bet REGISTER Eatne o4 iAhne Y, ~tp~ Deceased t+to, -~~- ~/~ atsa known as . 't"lnri C~gn n~,~yt~ Soci~ SeCtiriri No: t4S • i V ~ 3t1~. Data or Dastn: ArRrs~ $. Za7ot Aft] ~pw• Mt.~ ~' 20 os in con3iderataon of the ~tinon txr the ravertle side hereon, Satia}ectay proof having Dien preaented betas me, 1T IS DECREEp that Letters ^ Testamentary ;$ of Administration are hereby granted to _5ha..rw E, O~ 7.otc ",• •°«•. ~~~« «....,...,.,,,,,~,,_,,,,- nr uev ovcrve estate ante mat trtB instrumerttfat, r} a1'Yy~ dated ___~ described in the Petition be admitted to probate and filed of record as the fast Will of Decedent. FEES 1.afters ........................... #~~7 Shgrt Certificatetsl.....,,,.. #,~~ RerxrnciaGan .................. S Affidavit t D ................. # Extra Pagan t 1.....,,,,,,, e Codicit .......................... s ,1CPFee--° .................... S lrt.~» Inventory & Tax forma..., E _ tither............__.. _.. ,,.., ,. 9 TOTAL ................ a ~ tix-7a ~:, 10.E r _ Attorney:. ~/'hawn E._O'T«+~~, t, p, tvo: 447~i7 Addraas: ~$1S /~pr{ti 5[4o~sQ SkfsGt {{~r:abw 4A t'tt Y~ ___.._.........__...Y._. _ Ttelepfwna: ~'i+"!)_ Zt3. 64.5's DA7E FILED: ~ 17, Zoa3 ~1e11' A http://records. cape.net/weblink~ublic_print/ImageDisplay.aspx?cache=yes&sessionkey=... 10/ 15/2009 Page 1 of 1 ~~ Register of Wills of OaYUphin County, Pennsylvania I~ETt7'tON FOR GRANT ©t= LETTERS Eata[e of Ajh+Rj~t'-}7~ No. o~~/-Q .,=...'~ ./~ aYtaD ICNOwrl tl A.,A{ ~n+t RC~~ , Deceased Saciai Securery No.. Mt3- ib-~-~o -..r.~.~ ... w. i.,... r.........r.r... .._-.._.,.... _ ICOMP46TE -A' OR 'B' aEL4W-; ...' M• pinnate arW Gnnr of Latter tend aver thrt Podxionerlal +terara tnS trracu~_ r+cvelad +n mu Lrst -vru qi me Dacadm4 dated and eudirrNsl daiad Eaaopt x raaaon, t3avodmt did twt morrv. war rwt dvvrradr and dW rat INr. r ae;td Ea.n ar adaeavd ahar axowHon o! eM daeamwnos eHontl ror arahrra; a+oa nve dtv Nopnr or . tulgnp arW ra twwr atNud~voud irgongatonr: B Grant oe Letrers of Adm+reesuMion t'eVitYanartsl after a proper search e.esrhava aacertayead tr+at (lackdtv,t [air rtp Vdal and wa:s Eurvvad b [ne tctlpyyy tie anve and e16rr5: Y r+v sewusa Nang tlotaoansAp RooNOnao a. . _ Leecedant was ddniCdad ae Berth ;,~ raSldell['A at _l.Y {. ~rr>.wna~ tWs. ro,srcy, Fannsytvania. with rwsatar lays rem.ly or pr.rlGyoi YMa 1 Yr.~. +.Y-~..N-y~.p Decadent, then ~ years at ape, ditd ~ r. {. ~I. p .2rjgl.. at Giq,rcw+o..~ ri.4/S.ntw Qe+,tb nxadsnc rt doom avrnaa arawrtv wtrl afriMatsd wrvor as lWlosn: ~~ r++ ~ f fa, ?4 IN damiailed in PAI Ali parspryr It•aPMIY . , . IM no/ damieilad m PAf , • ....... . ........ ........ . f ~ OOO, OD Pr~atrr Maporty in -onnoMwna ... --•-••-..:_.___. . IM nw domioaod in PAI _ .......... ~ - Y Ponanme DrrOarlY rn t:gvary . . 4atua yr root amts in - • , ~ , ' ........ • • ...... Q Pn++oylwviv .....:.............. . . . m L1D0 Oo au ...... ..... ... ..... . Roos ETlsta otluofed ao iaratYO.: .... ... oaD wlwatan, PrUaanHtf{ Mrpa¢T/yiy /oWrratlN St!a prabata ae tM eavl yvia and Cadollai ProeeMM p.th rnie Potpies .n4 aM eo appropnala loan M ter wldoraitptod: d nl nr Mtls+r s tM ~1~11` P. http://records. ccpa.net/weblink~ublic~rint/ImageDisplay. aspx?cache=yes& sessionkey=... 10/ 15/2009 r , s COMMONWEALTH OF PENNSYLVANIA . HARRISBURG DISlR1Cr OFI7CB DEPARTMENT OF REVENUE 3IitAWBBRRY Sp ' /1H d WA[.NUT STS FIARRrSBURG PA Vi2E-0107 RBV-86fl FO APP (07-0~ Date: SHAUN E OTOOLE 2813 N 2ND ST Estate of: HBG PA 17110 RAPP Date of Death: File Number: (Certified Mail-Return 9/14/2009 ANNE Y 4/8/2001 21 03-0436 Receipt Requested) Deaz SHAUN E OTOOLE: Department records indicate you are responsible for the settlement of the above estate or that you -. represent the responsible ti,arty. As, of this date, you have failed to resolve this matter. j~ ~ 2, acrd a AlOO DsBvery to leaked. ^ Print your name and address on the reverse so that we can return the card to you. ^ Attach thb card tc the bads of the malipiece, or on the front H space pennib. 1. Article Addleased to: st-lArm; F oTOOr..r: 281? N 2'D ST' HA2RIS(3URG YA 1'll~ 21 03-0436 F02L17„„'I ~~ A Received try (Prbrted Alerrre) D. la delhrery ad~ees dHFerent from Iterrr 1 O n vES, enter denvery addreee below; ^ No 9. Type MrtBlOd MOB unsettled. 1 payment of estate within nine remains open because: N FILED. ;ate was opened for the :`the proceeding in writing O 6~reas Mae ~d to fees of up to ~ ~ Rehart RecelpeforMardrOrrdee lent, may be 0 ~+~ M~ ~ c.o.D. r contract counsel. 4. Reetrkted Deliverl/1(~rtra Fee) 0 Yke 2 AwaeNurroer _._ ; Department of ~~~n~9 7009 DOBfi 0001 9153 4441 i requiring you to PS rrorm 381 ~' Fetxuary 2pDq Don+esdc Reaun Receipt ~~~~ ~ finding of contempt in Cumberland County. ~ ~Y the Orphans' Court of RETURNS SHOULD BE FILED AND CHECKS MADE PAYABLE TO: REGISTER OF WILLS, AGENT Sincerely, Albert Forlizzi Direct any questions regarding this estate to: (717)783-1405 HARRISBURG DISTRICT OFFICE Cc: STRAWBERRY SQ 4TH ~ WALNUT STS HARRISBURG PA 17128-0101 ~XHI SIT 6 8 ~ ~ ,~ ~ i Wr i`, r t t '... V 4 d O Li H ..~ _ _. ~ 'O U U J O`: ' LL N `: W ~ Q W O ~ g J O `_ ~l W Q f~A W /A .~ J V Q 2 V -.+ T W °° ZZ Wo U N ¢ J U V moO ¢ OZ~UW1 LL W O ~ U ~ ~~~~''}jj] W ~ N ~ Q ~ W a 1 W ~- a ~ - ¢~m ~ ... tL _ Q 7 ~' 0 r , '. w a Z z C a u~ ~ o , D -W LL U ~' ~,_~. o i1 W ~i ~`l W 1 I !f~ ~' W U LL LL O J 15056051058 REV-1500 EXcos-o5) oFFl~l~- ~~E «~.Y PA Depertrrlern of Revenue County Code Year File Number Bureau of InfHviduad Tats 6a6o1 INHERITANCE TAX RETURN 2 ~ 03 c~o43` Poeox2 HarrisMtrg, PA 171280601 RESIDENT DECEDENT ENTER DECEDENT INFORMATNN~1 BELOW Social Security Number Date of Birth Date of Death 195-16-3166 04/08/2001 01!21 /1926 Decedents Last Name Suffix Decedent's First Name MI Anne Y RePP (If /1pplicabN) Et>~r Surviving Spouse's Irdormation Below MI , Spouse's Last Name s First Name Suffix ~~ Spouse's Social Security Number THIS RETURN MUST igE FILED IN DUPLICATE WRH THE REGISTER OF WILLS FlLL IN APPROPRIATE OVALS BELOW Supplemental Retum ~"..:".~y 3. Remainder Retum (date of death ~a 2 t ~,; 1. Original Retum . .. priortO 12-13-82) Limited Estate 4 4a. Future Interest Compromise (date of ~.."°.::3 5. Federal Estate Tax Return Required . ""." death after 12-12-82) Decedent Died Testate ~" 6 ~.~ 7. Decedent Maintained a Living Trust __Q__ 8. Total Number of Safe Deposit Boxes . _®N (Attach Capy of Wdl) ation Proceeds Received Liti , :':' 9 (Attach Copy of Trust) under Sec. 9113(A) ~° 10. Spousal Poverty Credit (date of death ~w"~ 11. A . ~ x g ~ ~. . O tta between 12-31-91 and 1-1-95) ( ) E DIRECTED T0: IRFQ TAX CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL ~ D Tphone Numbe Name ' (717) 695-0389 Toole Shaun E. O _ _. Firm Name (If Applicable) _ _ _ ____._ ' REGISTER OF WILLS USE ONLY ~ ~_ C ~ c~ ~ ; 7 -_... z First line of address ~~ ~ ~ I °l7 T~ ~, ' j ~ :~'_ 403 North Second Street Z t: 7 ~= ~ ~ ~- r v? `~ ~ --T Second line of address C ? ,_ ' ~ Suite 201 ~ ~ ~ ~~~ ~ ~ ~' CiAf~fSILED = City or Post Office _ .~ , State ZIP Code _ ~ --t ~. ms S.~ / L ) Harrisburg .e Pa 17101 tv '' Correspondent's e-mail address: Under penaltles of perjury, l declare that I have examined this return, including accompanying sclreduies and statements, and to the Crest of my knowledge and belief, it is true, ported and comPle~• Dedaretion of preparer other than the personal representative is based on all infomration of which preparer has any knowledge. $ E OF S LE FOR FILING RETURN DATE K~~ ~ O I I I Z ,~ 10 DRESS 4oS I~- Sscon~ s{., 1.4~r~%s 6a+ , ~a. t"1 t o I SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE t1sE ORKi{NAL FORM ONLY Side 1 15056051058 15056051058 REW1500 EX Decedent's Soaal Security Number Anne Y Repp 195-16 3166 Ne Decedents me. _w__.. _ ~_. ~_ _ ~._~ _.... _..~ _.~_ _._...._.._ __.. ~~~ r RECAPITULATION 1. Real estate (Schedule A) ............................................. L ....................................... 2. Stocks and Bonds (Schedule B) 2' 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages & Notes Receivable (Schedule D) ............................. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. 6. Jointly Owned Property (Schedule F) +:: Separate Billing Requested ....... 6. 7. Inner-V'rvos Transfers 8 Miscellaneous Non-Probate PropeRy s-~ Separate Billing Requested........ 7. (Schedule G) 8. Total Gross Assets (total Lines 1-7) ..................... 8• 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) ................................... 11. 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. Charitable and Governmental BequestslSec 9113 Trusts for which 13 . an election to tax has not been made (Schedule J) ........................ 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ............... 14 TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 15. (a)(1.2) X .0_ 16. Amount of Line 14 taxable 16. at lineal rate X .0 _ 17. Amount of Line 14 taxable 17. at sibling rate X .12 18. Amount of Line 14 taxable 18 at collateral rate X .15 . 19. TAX DUE .........................................................19. 15056052059 7, 384.95 7,384.95 1,719.00 139,038.08 140,757.08 -133,372.13 0.00 -133,372.13 0.00 20. FlLL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056052059 REV-1500 EX Page 3 Decedent's Complete Address: Anne Y Repp STREET ADDRE55 711 Hummel Avenue Lemoyne Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount File. Number 2 t 03 ; oo43b DECEDENTS SOCIAL SECURITY NUMBER 195-16-3166 STATE PA (1) Total Credits (A + B + C) (2) 3. InteresUPenalty if applicable D. Interest E. ~~ Total InteresUPenalty (D + E) (3) 4. If Line 2 is greater than Lure 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) FiH in oval on Page 2, Llrtte 20 to request a rotund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. l5) A. Enter the interest on the tax due. (~) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) ZIP 17043 o.oo 0.00 0.00 0.00 0.00 0.00 0.00 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 properhr 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? ................................................................... ... x. If death occurred after December 12,1982, did decedent transfer property within one year of death wrttlout receiving adequate consrderabon? ............................ . able upon death bank account or security at his or her death? .......... a t for" or t "i .... ^ p y rus n 3. Did decedent own an 4. Did decedent own an Individual Retirement Amount, 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 R AS PART OF THE RETURN. For dates of death on or after Jury 1,1994 and before January 1,1995, the tart rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on a after January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [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 d'ISdosure of assets and filing a tax return are still applicab~ even if the surviving spouse is the onty teneficiary. For dates of death on or after July 1, 2000: ~ ~ ~ ~ ~~ ~ or for the use of a natural parent, an The tax rate imposed on the net value of transfers from a deceased child twenty-one years age y rxJer adoptive parent, or a stepparent of the child is zero (0) percent p2 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers fA or for the use of the decedent's lineal beneficiaries is four and orte-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) (/2 P.S. §9116(a)(1)]. S~ectrori' 9102, a~ swan individu who has at least ale pannt in common wife dfeced~ whether by12i ~~n . §911ti(a)(1.3)]. A sibling is defir>ed, under REV 1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCF1Ep1~LE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Anne Y. Repp Indude the proceeds of litigation and the date the proceeds vre~e received by the estate. _ _. ._,_ _ __~_~ ..au..:..~.~ ..i.un.ivneshie mgt he disclOSed On Schedule F. FILE NUIIABER 21 03-0436 ter rrRne s~+ar:c ~~.~. ••••,•,.• REV-1511 EX+ (12-99) CpMMDNWEALTH pF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEp1~LE M FUNERAL EXPENSES 8~ ADMINISTRATIVE COSTS RLE NUMBER ESTATE OF 21003-0436 Anne Y. Repp Debts of decedent must be reported on Schedule L q, - -~ FUNERAL EXPENSES: 1' ~ Cremation Society of Pennsylvania Crematory e. 1 2. 3. 4. 5. 6. 7. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s~EIN Number of Personal Representative(s) Street Address Ciry .State Year(s) Commission Paid: Attorney Fees Fatuity Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address State Ciry Relationship of Gaimant to Decedent Probate Fees A~ountant's Fees Tax Return Preparer's Fees Zip Zp 1,135.00 500.00 84.00 TOTAL (Also enter on line 9, Recapitulation) I S (If more space is needed, insert additional sheets of the same size) 1,719.00 REV-1512 EX+ (12-08) ~~~~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RFSiDENi DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES 8~ LIENS FILE NUMBER .~ ~~..., .. -r-^ ._ ..-----~ ESTATE OF 21003-0436 Anne Y. Repp _ _ ,__« s~_a ___,;,,e,, ,,....~sa ~r me date of death. including unreimbursed medical expenses. INVENTORY REGISTER OF WILLS OF CUMBERLAND COMMONWEALTH OF PENNSYLVANIA l SS COUNTY OF CUMBERLAND J COUNTY, PENNSYLVANIA File Number 21-03-00436 Personal Representative(s) of the Estate of Anne Repp deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I verify that the statements made in this Inven- tory are true and correct. I understand that false state- ments herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. ~.~~ Attorney -- (Name) Shaun E. O'Toole (Supreme Court LD. No.) 44797 (Address) 403 North Second Street, Suite 201, Harrisburg, Pennsylvania 17101 .(Telephone) 717-695-0389 DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC. SEC. NO. 04/08/2001 711 Hummel Avenue, Lemoyne, Pennsylvania 17043 195-16-3166 FIGURES MUST BE TOTALED PNC Bank Account #51-4012-1819 7,384.95 r,~ :~ ~ ~ - - ,7 C -ri L. = ~ ~~ ~ _ ~1 .~ ..J ) (Attach additional sheets as needed) TOTAL• 7,384.95 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. § 3301(6)) Form RW-09 rev. 10.13.06 Law Office of SHAUN E. O' TOOLE 403 North Second Street, Suite 201 Harrisburg, Pennsylvania 17101 (717)695-0389 Fax (717) 213-0272 seo21 @comcast.net January 15, 2010 ~_ Ms. Glenda Farner Strasbaugh ~ p d _; Cumberland County Register of Wills ~?~cs ` Cumberland County Courthouse -~" ~ - rv ; , .-, One Courthouse Square _~ i,r ~ '~-~' %~ tV ~= Carlisle, Pennsylvania 17103 ~ ~:~'~-7 _ , ~ _ ~y! ~, ...... l iv ::,~: Re: Estate of Anne Repp ~ N ~ ' ' _; File No.: 21-03-00436 Dear Ms. Glenda Farner Strasbaugh: Enclosed for filing in the above-referenced estate is an original and photo-copy of the Pennsylvania Inheritance Tax Return, Inventory, and Status Report stating the Administration hay been concluded. Also enclosed is a check in the amount of $30.00 to pay the filing fee. Kindly time-stamp the enclosed front page of the Inheritance Tax Return and copy of the Inventory and Status Report and return them in the enclosed envelope. Very truly yours, ~,~u~~ Sara Kopcho Legal Assistant h ~E -~ ~i ~ ~~ s,~~!~~ S ~.~.,, -~~ ~.~': ~.. C ~' ~'_S C.: sz:' e.~..` •_~..t ._.. t_: v ~'~ _~.? ~.._~ _~ } C"+3 ~__ ;,. N N_ O.. tV N CJ O CV -- r,; i.~ O C~~ ~: cn :~~ W L ~~~y' -~: LL `' ~~ U ~---I .r..~ O ,_., O 4-I ~ O ~ M a~~ ~~~ ° o ~ ~ ~ ~ ~ . . ~~ ~~ ~'~~ ~ Q V] ~ v. 1.1 N O S-+ ~ 0 ~ ~ ~ ~ P4 U Ri cd ~ ~ a ~ ~, ~, a-~,- i ~ ~ ~oo° '~ . ~ ~n xz•~ ~,UU oa ~~~~a~ a~~~ ~~ ~~+s~o~n C7 ~ a1 U •,-~ • ~ ~ 41 }-+ cn ~ ~ ~ cU ~ U U O U Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Anne Repp Date of Death: 04/08/2001 File Number: 21-03-00436 Pursuant to Pa. O.C. Rule 6.12, 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 ®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 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 d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date January 14, 2010 ~ ` ature of Person Filing this Form Capacity: ®Personal Representative ®Counsel N ` ' "' `~ `' ~ _ a: ~ Shaun E. O'Toole _ ~ `_ - ~ - Name of Person Filing this Form ' - = a. ~:- ~~ t % 403 North Second Street, Suite 201 ~ , .. - N .ter ~ ~-! Address _ ` ; ~ `-` cv w ' " ~ Harrisburg, Pennsylvania 17101 t ~ '-3 '~ a 717-695-0389 c o ~J Telephone cV U Form RW-10 rev. 10.13.06 JAN 212010 I N R E ESTATE IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ,.., ..~ '-~_ .- . _'- .:. °__% ') ~ :: is ~; i:~ i ANNE Y. REPP ORPHANS' COURT DIVISION A/K/A ANN BANN REPP DECEASED NO. c~+lb'~ ,~.~~~TERM ORDER No~~~, to ~a~it tlus the,a ~ day ofQ~~/J, ~ aQ/~, upon consideration of the foregoing Petition, it is ORDERED and DECREED that YOU, Spann E. O'Toole, Administrator for the Estate of Aline Y. Repp A/K/A Ann Bann Repp, deceased, are herehy cited to be and appear at Courtroom No,,,~ , on the day of /~/~/jj ~ , ui the Courthouse of Cumberland a~~~ County, Pennsylvaiua, at /~ ~~/~'L, then and there show cause, auy there be, why the I<ilieritance Tas Return in said estate should not he Filed; and to further direct that the cost of this action be boi7~e by the said Administrator; said citation retui7iable at/Q:Q~/!~on the ~,~,c,,'L ~8~ st ~ ~O. r~ N N ~"' ~O~ Ci. Y ~~ r„ ~ "',~~ N ~ J x ""°C'~ ~ QI o O~ N ~ BY ORPHANS' COURT DIVISION J. In Re: ANNE Y. REPP ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA N0.03-0436 ORDER DATE: JUDGE'S INITIALS: CERTIFICATE OF SERVICE OF ORDER 1/27/10 TIME STAMP DATE: 01/27/10 IN RE: ORDER SERVICE TO: SHAUN O'TOOLE PA DEPT OF REVENUE METHOD OF MAILING: ® USPS o~ ^ HAND DELIVERED ^ OTHER MAILED: O1 /27/ 10 ENVELOPES PROVIDED BY: ® PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT SERVICE TO: METHOD OF MAILING: ^ USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: ENVELOPES PROVIDED BY: ^ PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT Glenda Famer Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717)240-6345 FAX (717)240-7797 Bill To: DEPT OF REVENUE- BUREAU OF INDNID REPORTS RECONCILIATION DNISION PO BOX 280603 HARRISBURG, PA 17128-0603 InvoiceNo: Invoice Date: Estate o£ Estate No: 2837 1/19/2010 ANNE Y. REPP 21-03-0436 wz Fee Description Fee Total 1 PETITION 15.00 $15.00 1 CERT COPY 5.00 $5.00 Total: $20.00 ~n~~~~-.-~~ ~GLi lei(, -- U~ ~cti~ Checks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. t., N + '. f'i1 ~ , .YV ~ .y + ~ 3 ~N` ~ vk '•'\ ~ ~, COMMONWEALTH OF PENNSYLVANIA GOVERNOR'S OFFICE OF GENERAL COUNSEL Apri16, 2010 Glenda Farner Strasbaugh Clerk of Orphans' Court and Register of Wills Court of Common Pleas of Cumberland County Orphans' Court Division Cumberland County Courthouse 1 Courthouse Square Room 102 Carlisle, PA 17013 Re: Estate of Anne Y. Repp, deceased Court of Common Pleas of Cumberland County Orphans' Court Division No. 21 03-0436 Citation for Failure to File an Inheritance Tax Return Dear Ms. Farner Strasbaugh: b ~~ , ~ ~ ~/ ~~ 1 1-1 r r ,~ _° ~~~ ~ m cn '`.'~ c.a- Enclosed for filing please find an original and one copy of the Commonwealth of Pennsylvania, Department of Revenue's Praecipe to Discontinue the Citation issued in the above-captioned Estate for failure to file an inheritance tax return. Please file the original and time-stamp the copy and return it to me in the enclosed, self-addressed, stamped envelope. As the Citation is discontinued, please remove the Apri18, 2010 hearing from the Court's docket. Please contact me if you have any questions. Thank you for your assistance. Sincerely, Lora A. Kulick Senior Counsel Enclosures cc: Anastasia L. Dibartolomeo LAK:dmm #33164 OFFICE OF CHIEF COUNSEL ~ PO BOX 281061 ~ HARRISBURG, PA 17128-1061 ~ ~~~~ Pennsylvania Ph: (717) 346-4644 ~ Fax: (717) 772-1459 ~ Ikulick@state.pa.us DEPARTMENT OF REVENUE IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA IN RE: . ORPHANS' COURT DIVISION ESTATE OF ANNE Y. REPP, a/k/a ANN BANN REPP, *~ DECEASED NO. 21 03-0436 ~~ ~. 0 ~, ~ s ~ PRAECIPE TO DISCONTINUE WITHOUT PRE w~~ JUDIC~~ v it ~ -~ to To Glenda Farner Strasbaugh, Clerk of Orphans' Court'~~d Register of Wills : ~. t,a The above-captioned action is a Citation for failure to file an inheritance tax return. Please mark this action discontinued upon payment of costs by the Estate as the Administrator of the Estate filed the inheritance taxt return. DATE: April 6, 2010 Lora A. Attorney for Petitioner PA Department of Revenue Office of Chief Counsel P.O. Box 281061 Harrisburg, PA 17128-1061 Attorney I.D. No. 69436' ~~ "~~, ~ ;: ; _•, c~:~ ~~ <~°:k ~~ ~- e ::..~ IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ORPHANS' COURT DIVISION ESTATE OF ANNE Y. REPP, a/k/a ANN BANN REPP, DECEASED NO. 21 03-0436 ORDER OF COURT AND NOW, this V day of ~ 2010, upon consideration of a Praecipe to Discontinue the within action, the Motion is granted, the Rule is dismissed and the Citation is discharged upon payment of costs by the Estate. B C T: Judge .•.~ m c --^.3 z; . ~', a , r--, . ~ 7 'j ~ . C;:~ ~1 ~ C CD ~:^ i,3 Z ~ -, ~y- w '~~ : ~ ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: ANNE REPP CUMBERLAND COUNTY PENNSYLVANIA NO. 03-0436 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: 04/08/10 JUDGE'S INITIALS: EEG TIME STAMP DATE: 04!08/10 IN RE: ~ ORDER OF COURT SERVICE TO: SHAUN O'TOOLE LORA KULICK PA DEPT OF REV METHOD OF MAILING: ® USPS- ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: 04/08710 SERVICE TO: ENVELOPES PROVIDED BY: ® PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT METHOD OF MAILING: ^ USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: ENVELOPES PROVIDED BY: ^ PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT eputy Clerk of Orph Court BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX `f;~-P'~'t~~-T;S'~M~~1-T~~1~LOWANCE OR DISALLOWANCE - OAF DED.UC~T•I~.ON~S AND ASSESSMENT OF TAX ._ - .. ._i i _ _ . c~~~~ ~~ ~p~~~s cour~T SHAUN E OTOOLE ~~IV+i.?i.:~~_~titi~ C,.n~., PA, 403 N SECOND ST STE 201 HARRISBURG PA 17101 cl) .00 c2) .00 c3) .00 c4) .00 c5) 7, 384 .95 c6) .00 c7) .00 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ------------------------------------------------------------------------------------------- REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: REPP ANNE YFILE N0.:21 03-0436 ACN: 101 DATE: 05-24-2010 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) pennsylvania ~ DEPARTMENT OF REVENUE REV-1547 EX AFP C12-09) NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. c8) 7 , 384.95 c9) 1 , 719.00 clo) 139,038.08 11. Total Deductions X11) 140,757.08 12. Net Value of Tax Return C12) 133, 372. 13- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0 14. Net Value of Estate Subject to Tax (14) 133, 372. 13- NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date . ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate C15) .00 X 00 - .00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 0 x 04 5 = .0 0 17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .0 0 19. Principal Tax Due (19)= .0 0 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. DATE 05-24-2010 ESTATE OF REPP ANNE Y DATE OF DEATH 04-08-2001 FILE NUMBER 21 03-0436 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 07-23-2010 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013