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HomeMy WebLinkAbout03-0481PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of ROBERT L. ltIII~SBERGER No. also known as To: Social Security No. 206-32-1112 Register of Wills for the Deceased. County of C61qBERLAI~ 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, app[ies for letters of administration on the estate of (d.b.n.; pendente lite; durante absentia; durante minoritate) the above decedent. Decendent was domiciled at death in k ±s last family or principal residence at Decendent, then 62 at years of age, died Carlisle Regional Cumberland County, Pennsylvania, with ?lqq Plno PO~d~ Pe_~__n_ Te;;?-ship (list street, number and municipality) Apr±l 11 , Decendent at death owned property with estimated values as folllows: (If domiciled in Pa.) All personal property $ 5,000.00 (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: Petitioner.__ the following spouse (if any) and heirs: Name after a proper search ha $ ascertained that decedent left no will and was survived by Bobby J. Huntsberger Ryan Huntsberger son son Relationship Residence 1123 Centerville Road Newville, PA 17241 2199 Pine Road Newville. PA 17241 THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the appropriate form to the undersigned. ~obby ~J H~tsber~-er 1123 Centerville Road Newville. PA 1774] 717-486-6729 / ?.- OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF cu~mmum~ 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. worn or before me this llth d~0o3f ' J ~ Bobb. V ~_ June ~] ..... ~__ ~ : . Huntsberger ~a M. 0(to,lst ~puty ~..r '~, No. 21-03-481 Estate of ROBERT L. ltUNTSBERGER , Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW June llth · 1~ 2003, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that Bobby J. Huntsberger is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration are hereby granted to Bobby J. Huntsberger in the estate of Robert L. Huntsberger FEES Letters of Administration ..... Short Certificates(1) .......... $ a_on Renunciation ................ $ 5.00 JCP $10.00 TOTAL $ 43.00 Filed .j .up..e...1.1.,.2.0. 0..3 ....... A.D. .... Register-f Willg Donna M. Otto,l~ Deputy / IRWIN, McK~IGHT & 25476 Marcus A. McKnight III. Esq. ATTORNEY (Sup. Ct. I.D. No.) 60 W. Pcmatrror Rersaot'; c~-14~!e,, p.a 17013 ADDRESS 717-249-2353 PHONB Called Attorney Irwin office 6-11~03 21-2003-481 RENUNCIATION In regard to the Estate of To the Register of Wills of ROBERT L. HUNTSBERGER ,deceased. Cumberland County, Pennsylvania. The undersigned of the above decedent hereby renounce(s) the ask(s) that Letters of Administration WITNESS ~/ hand(s) this / parent and natural guardian of minor child, RYAN HUNTSBERGER, son right to administer the estate and respectfully be issued to Bobby J. Huntsberger. r'~ day of May, 2003. i~' SIGNATURE Nancy Shearer 2199 Pine Road, Newville, PA 17241 ADDRESS SIGNATURE ADDRESS SIGNATURE ADDRESS 170: ~ d I. !. Nil,r' ~'0. his is to certify that the information here given is correctly copied from an original certificate of death duly fiied with me as Local Registrar. The original certificate will be. forwarded to the State Vital Records Office tbr permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee fbr this certificate, $2.00 P 9190980 No. APR 1 4 2003 Date COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH '. Robert L. Huntsber r ,. Male ,. 20 -- --/ ~0(' ' -- J172 ..lc, 4/11/2003 [] ..-.:-..~ ~ Cumberland ~Carlisle Boro · ~ C~mberland J~.Carlisle Boro. I~ ~ni Dqo~Ccr,J. ~ L- I --~-, ~. ' I ..... ,,. Super±sot .~.J~ney Shoe Corp. . I',. J,,. 12" ~ [ ('"'"' ].. Di~r~ 2199 P~e ~d .f~ ,~ille, PA 17241 '~' ,..~.. ~rl~d ,,. Bm~ - H~ts~r~r ~S~UEO,~.,~ ,.. ~rothy M. K~k m. ~bby J. H~ts~rger ~=~ [~m~'~ [~. 1123 ~te~ille ~d;' N~ille, PA 17241 ~O ~. O[,,, ~15/2003 ] ~ts~le ~ch of ] p~ · [,,,.~e Bret~ ~te~ [,,,. N~ille; PA 17241' ........... ~.~g B~t~rs ~eral H~, ~rllsle, PA 17013 _ ~1 i~ D ~-~ ~i I I~ ~ ~DI ~ u ~1 ~0 ~ 0 I~ 0 ~.~ ~1~, I~ -.1~ [~ ' ............................................ 21-2003-481 ~O:~za JLNfl? fO. CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Estate No.: ROBERT L. HUNTSBERGER APRIL 11, 2003 21-03-0481 To the Register: I certify that notice of the 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 on July 11, 2003 . Name Bobby J. Huntsberger Ryan Huntsberger Address 1123 Centerville Road, Newville, PA 17241 2199 Pine Road, Newville, PA 17241 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except __ Date: 07/11/03 none. IRWIN,[ McKNIG?T & HUGHES Name Marcus A. McKnight III, Esquire Address 60 West Pomfret Street Carlisle~ PA 17013 Telephone (717) 249-2353 Capacity: __ Personal Representative X Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANZA NOTICE OF CLAIM COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT D]:VZSTON Zn Re: The Estate of: ROBERT L HUNTSBERGER Deceased Court File No: 212003481 TO: THE CLERK OF THE ORPHANS' COURT DTVZSZON: Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the pr~i~ate, Estates, and Fiduciaries Code, 20 PA.C.S.A. §3532(b)(2). 1) Claimant's name: MBNA AMERICA r-- P.O. BOX 15137 r-~ 2) Claimant's address: 3) WILMINGTON, DE 19850--5137 8777679383 Creditor listed below is the owner and holder of a claim in the amount of $. 3629.41 4) The facts upon which this claim is based is an account for credit evidenced by the attached Affidavit of Account Stated. s) 6) 7) Decedent's address: 1123 CENTERVILLE RD NEWVlLLE. PA 17241 Date of Death: 04/11/03 That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by. On behalf of the claimant, ! do solemnly declare and affirm under the penalties of perjury that they !nformation and representations made herein are true and correct to the best of my knowledge, information and belief. Dated://¢ ~ ~/o~ ~.~, ~/ ~/ Kyle Frenzel/Lucille Roberts/J~'sica Lerbs - ~,~horized Representative For MBNA America Written notice of claim was given to Personal Representative and/or his/her counsel as stated below: BOBBY J HUNTSBERGER Name 1123 CENTERVILLE RD Address NEWVILLE, PA 17241 City/Sta te/~._~//~ Date notice r~ail~d IN RE ESTATE OF: ROBERT L HUNTSBERGER AFFIDAVIT OF ACCOUNT The undersigned, being first duly sworn deposes and states the follows: Your Affiant is authorized by the Claimant as its Authorized Representative- In-Fact to make this Affidavit. Your Affiant has reviewed the account records of the Claimant with respect to the decedent. Your Affiant is familiar with these records and accounts and reviews them as a regular part of her duties. o The Decedent purchased merchandise in the amount of $ 3629.41 evidenced by account number 4264293524115387 The unpaid balance does not include any post-death late payment charges, accrued interest, collection costs or attorney's fees. Further your affiant sayeth not MBNA America. O~fe of its A~tfhorized Representatives: Kyle Frenzel ~ Lucille Roberts Jessica Lerbs MBNA America P. O. Box 15137 Wilmington, DE 19850-5137 Subscribed and swom before me This /'~ day of _..Jf2'~_~, 2003. HBNA America P,O. Box 15137 Wilmington, DE 877-767-g383 19850-5137 07/14/03 REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE 1 COURTHOUSE SQUARE, #102 CARLISLE, PA 17013 Re: In the Estate of Probate Case No. Social Security No: Last known residence: Our Client: Accotmt Number: Amount of Debt: ROBERT L HUNTSBERGER 212003481 206321172 1123 CENTERVILLE RD NEWVILLE, PA 17241 MBNA AMERICA 4264293524115387 $ 3629.41 Dear Sir or Madam Enclosed please find a Creditors claim to be filed in the record with the above-reierenced Estate. Please remm a file stamped copy of the claim in the enclosed self-addressed, stamped envelope. Thank you for your assistance. If you have any questions or concems, please call our firm toll free at 1-877-767-9383. Cordially, MBNA America Enclosures A check for $5.00 for the filing fee. cc: Attorney for Estate Personal Representative This letter is an attempt to collect a debt and any information obtained will be used for that purpose. This letter is from a debt collector. 3150 7/7/2003 966241 ROGER B. IRWIN MARCUS A. McKN1GHT, li1 DOUG1.AS G. MILLER LAW OFFICES IRWIN & McKNIGHT WEST POMFRET PROFESSIONAL BUILDING 60 WEST POMFRET STREET CARLISLE, PENNSYLVANIA 17013-3222 (717) 249-2353 FAX (717) 249~6354 E-MAIL: MMcKNIGHT@ IMHLA W. CO~4' January 7, 2004 HAROLD & IRWIN (1925-1977) HAROLD S. IRWIN, JR. (1954-1986) IRWIN, IRWIN & IRWIN (1956-1986) IRWIN, IRWIN & McKNIGHT (1986-1994) IRWIN, McKNIGHT & HUGHES 1994-2003) IRWIN & McKNIGHT (2003- ) PA Department of Revenue Bureau of Individual Taxes Inheritance Tax Division - EXT. Dept. 280601 Harrisburg, PA 17128-0601 RE: Estate of Robert L. Huntsberger File #21-03-0481 Dear Sir or Madam: Please be advised we are the attorneys for the above estate. Mr. Huntsberger died April .11, 2003. Mr. Huntsberger died intestate and Letters of Administration were granted by the Cumberland County Reg!ster of Wills on June 12, 2003, to the above referenced number. Mr. Huntsberger's son, Bobby J. Huntsberger was named Administrator of the Estate. Mr. Huntsberger had been residing with his minor son, Ryan Huntsberger and Ryan's mother at the time of his death. Mr. Huntsberger had very limited assets in his name alone. In fact, his residence was still owned jointly with his ex-wife as agreed upon during their divorce many years prior. In any event, Ryan's mother has been progressively working at purchasing the real estate from the estate, but has some of her own financial difficulty and is requesting we petition the court for approval based upon her minor son Ryan's interest in the property. Needless to say, the estate is not in the position to file a Pennsylvania Inheritance Tax Return or pay amounts which may be owing for inheritance tax purposes. Accordingly, please consider this our request for an extension to the filing deadline of January 11, 2004, for the Pennsylvania Inheritance Tax Return due on the above estate. Thank you for your attention to this matter. MAMiii/jld cc: Bobby J. Huntsberger, Executor Very truly yours, IRWIN &.~I~KNIGHT,,,.-)~'/ ~ /,./....-- z.. ~.....~ /'c.--- ~ "rmr us A 6ight III J January 14, 2004 Law Offices of Irwin & McKnight West Pomfret Professional Bldg. 60 West Pomfret St. Carlisle, Pa. 17013-3222 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 280601 HARRISBURG, PA 17128-0601 Telephone (717) 787-3930 FAX (717) 772-0412 Dear Mr McKnight: Re: Estate of Robert L. Huntsberger File Number 2103-0481 This is in response to your request for an extension of time to file the Inheritance Tax Return for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before July 11,2004. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. Sincoreiy Claudia Maffei, isor Document Processing Unit Inheritance Tax Division BUREAU OF INDIVIDUAL TAXES INHERZTAHCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 BOBBY J HUNTSBERGER 1123 CENTERVILLE RD NEHVILLE PA 17241 COMMONHEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF' INHERITANCE TAX APPRATSEHENT. ALLONANCE OR DISALLONANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06-14-2004 ESTATE OF HUNTSBERGER DATE OF DEATH FILE NUMBER 21 03-0481 COUNTY CUMBERLAND SSN/DC 206-32-1172 ACN 03126354 I Amoun~ REV-ISiS8 EX AFP (g1-93) ROBERT MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF HILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1548 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOHANCE OR DZSALLOHANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06-14-2004 ESTATE OF HUNTSBERGER ROBERT L DATE OF DEATH 04-11-2003 COUNTY CUMBERLAND FILE NO. 21 03-0481 S.S/D.C. NO. 206-32-1172 ACN TAX RETURN WAS: (X) ACCEPTED AS FILED ¢ ) CHANGED 03126354 JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ORRSTOHN BANK ACCOUNT NO. 412090 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 08-23-1996 Accoun~ Balance Percen~ Taxable X 0.500 Amoun~ Sub~ec~ ~o Tax 1,380.59 Debts and Deductions - .00 Taxable Amoun~ 1,380.59 Tax Ra~e X .15 Tax Due 207.09 2,761.18 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE HITH YOUR TAX PAYMENT TO THE REGISTER OF HILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: ffREGISTER OF HILLS, AGENT.ff TAX CREDITS' PAYMENT RECEIPT DISCOUNT ¢+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 06-22-2004 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORH TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. .00 207.09 3.71 210.80 PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. C7Z 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. -- Nake check or money order payable to: REGISTER OF HILLS, AGENT. A refund of a tax credit, ahich Nas not requested on the tax return, may bm requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-iS13). AppLications arm available at the Office of the Register of Hills, any of the 25 Revenue District Offices or by calling the special 24-hour ansaering service for forms ordering: 1-800-$6Z-ZO50; services for taxpayers mith special hearing and or speaking needs: 1-800-4q7-50ZO (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallomance of deductions or assessment of tax (including discount or interest) as shown on this Notice may object mithin sixty (60) days of receipt of this Notice by: --aritten protest to the PA Department of Revenue~ Board of Appeals, Dept. ZSIOZ1, Harrisburg, PA 171ZS-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 Individua! Taxes, ATTN: Post Assessment Review Unit, DEPT. Z80601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. See page S 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 Lute1 of the tax and interest assessed, and not paid before January 18, 1996, the 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 time 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 thm date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6X} percent per annum calculated at a daily rate of .000164. Ail taxes which became delinquent on or after January 1, 198Z wi1! bear interest at a rate ehich mill vary from calendar year to calendar year eith that rate announced by the PA Department of Revenue. The applicabZe interest rates for 198Z through 2004 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z ZOZ .O005q8 198'~'8-1991 11Z .000301 ZOO--"~ 9Z .000Z47 1983 162 .000438 1992 92 .000247 ZOOZ 62 .000219 1984 11Z .000501 1993-199~ 7Z .00019Z 2003 5Z .000157 1985 lSZ .000356 1995-1998 92 .000247 ZOOq 42 .000110 1986 lOX .000274 1999 7Z .OOO19Z 1987 9X .000Z47 ZOO0 8Z .000Z19 --Interest is calcuZated as folloes: INTEREST = BALANCE OF TAX UNPA/D X NUMBER OF DAYS DELI'NQUENT X DATL¥ TNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (la) 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 TNDTVTDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA i7128-0601 BOBBY J HUNTSBERGER 1125 CENTERVILLE RD NEWVILLE PA 172ql COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF XNHERZTANCE TAX APPRAXSEHENT`' ALLONANCE OR DXSALLONANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 08,:,~ll-ZOOq ESTATE OF H~ERG~ ~ERT DATE OF DEATH 0~1~-200~ FILE NUMBER 21~$-0~81 ~'!"'. COUNTY CUH~ERLAN~= SSN/DC Z0~:hSZ-11"~ ACN 0~I':~557 HAKE CHECK PAYABLL~'AND RI~T PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECORDS REV-1548 EX AFP NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON dOZNTLY HELD OR TRUST ASSETS DATE 08-$0-200q ESTATE OF HUNTSBERGER ROBERT L DATE OF DEATH 0q-11-2005 COUNTY CUMBERLAND FILE NO. 21 03-0q81 S.S/D.C. NO. 206-$2-1172 ACN 0313q537 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ORRSTOWN BANK ACCOUNT NO. q12090 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 08-25-1996 Account Balance 2,761.18 Percent Taxable X 0.500 Amount Subject to Tax 1,~80.59 Debts and Deductions - .00 Taxable Amount 1,$80.59 Tax Rate X .15 Tax Due 207.09 TAX CRED'rTS: 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 MILLS, AGENT." PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID INTEREST IS CHARGED THROUGH 09-07-Z00q TOTAL TAX CREDIT AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUEl REVERSE SIDE OF THIS FORM INTEREST AND PEN. TOTAL DUE ~ TF PATD AFTER THIS DATE., SEE REVERSE FOR CALCULATION OF ADDZTTONAL TNTEREST. ( ZF TOTAL DUE ZS LESS THAN $1`' NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" ( CA)`' YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR TNSTRUCTIONS. .00 207.09 5.q7 212.56 PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section 21q0 of the Inheritance and Estate Tax Act, Act Z5 of ZOOO. (7Z P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. -- Make check or money order payable to: REGISTER OF MILLS, AGENT. A refund of a tax credit, which was not requested on the tax return, may be requested by completing an "Application For Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). AppIications ara avaiIabIe at the Office of the Register of Nills, any of the Z3 Revenue District Offices or by calling the special Z4-hour answering service for Forms ordering: 1-600-362-Z050~ services for taxpayers with special hearing and or speaking needs: 1-800-447-3020 (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 shown on this Not[ce may object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZalOZ1, Harrisburg, PA 171ZB-IOZI, OR --electing to have the matter determined at the audit of the account oF the personal representative, OR --appeal to the Orphans' Court Factuat errors discovered on this assessment should be addressed in eriting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Past 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 Decadent" (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 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, 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 time 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, 198Z bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .00016q. All taxes which became delinquent on er 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 ZOO4 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z ZOZ .000548 198'~8-1991 lie .000301 ZO0"-'~ 9Z .000Z47 1983 16Z .000438 1992 9Z .000Z47 ZOOZ 6Z .000Z19 1984 llZ .000301 1993-1994 72 .O0019Z 2003 52 .000137 1985 13Z .000356 1995-1998 92 .O00Zq7 ZOO4 4Z .000110 1986 lOZ .000274 1999 7Z .O0019Z 1987 9Z .000Z47 ZOO0 8Z .O00Z19 --Interest is calculated as ~ollows: INTEREST = BALANCE OF TAX UNPAID X NUtIBER 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. COMMONWEAL TH OF PENNSYL VANIA COUNTY OF CUMBERLAND Bobbv J. Huntsberger Executor of the Estate of Robert L. Huntsberger : SS , being duly sworn according to law, deposes and says that he is the , late of Penn Townshio Cumberland County, Pennsylvania, deceased and that the within is an inventory made by Bobbv J. Huntsberoer the said Executor of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. Sworn and subscribed before me, this (lf~ay of Januarv, 2005. Date of Death II Day 'bJ) ic{ Bobb J Huntsberger, Executor 1123 Centerville Road Newville, P A 17241 Address 04 Month 2003 Year INSTRUCTIONS 1. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 4. See Article IV, Fiduciaries Act of 1949. 3. Additional sheets may be attached as to personalty or realty. oc 2$ ~, 9 >< ~ o E-< Z ~ ~ Z .... ;,.. 1;; "l uJ f-< 0.. -< o f-< uJ ~ U) ::r: 0.. uJ f-< ....l ....l U. U. -< <: 0 o z uJ o ~ V1 Cl ~ Z uJ -< 0.. N ,; Z ~ uJ Q ~ uJ <!:l V1 f-< ~ ::r: ,.j f-< ~ uJ <!:l o ~ ~ " ~ " " u " o of .c " > ;;., ~ co co " 0.. ,;., c: " c U .", co " ';:: " .D E " U " .!< iE :2 ~ co " o 1- " " " 0.. '" '0 " " ....l p<: 0:) f'..) eJ1 - - - " 01} " '" :E .2 ><:>. u g ::E Ci ..:~ :g ~ " ::E -'" c o "" Inventory of the real an personal estate of ROBERT L. HUNTSBERGER , deceased 1- 2199 Pine Road, Newville, PA - 1/2 interest $41,500 00 2. Orrstown Bank - Certificate of Deposit - 4000000406 2,522 86 3. Patriot Federal Credit Union - Prime Share Account #554420 16 78 4. Orrstown Bank - Checking Account - 412090 1,380 59 TOTAL. . . . . . . . . . . . . . . . $45,420 23 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/03/2005 MCKNIGHT MARCUS A III 60 W POMFRET STREET CARLISLE, PA 17013 RE: Estate of HUNTSBERGER ROBERT L File Number: 2003-00481 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. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 4/11/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~=~~ REGISTER OF WILLS cc: File Personal Representative(s) Judge uJ STATUS REPORT UNDER RULE 6.12 Name of Decedent: ROBERT L. HUNTS BERGER Date of Death: APRIL 11. 2003 No. 21-03-00481 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: _ Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: undetermined 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 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 Cle of Orphan's Court and may be attached to this report. Date: 03/08/2005 "'..1 . IRWIN & McKNIGHT Marcus A. McKnight. III Name (please type or print) 60 West Pomfret Street Address Carlisle. P A 17013 City, State, Zip (717) 249-2353 Telephone Number (~~:-) Capacity: X Personal Representative Counsel for Personal Representative ~ ~ .- Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square . Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: MARaJS MCKNIGHt ESQ 60 WEST POMFRET ST InvoiceNo: Invoice Date: Estate of: Estate No: 245 3/8/2005 Robert L Huntsbereer 2003-0481 R Kelly CARLISLE, PA 17013 Qty 1 Fee Description Additional Probate Fee T otai 55.00 $55.00 T otai: $55.00 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. COMHONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVDUAL _Sl'r"'-\f:f' np::'''i: 0[: INHERITANCE TAX lItERITAHCE TAX DIVISION i\[\A)t1LLtJ V, '1'",- \" RECORD ADJUSTMENT PO lOX .....1 JOINTLY HELD OR TRUST ASSETS HARRISBlIlG PA. 17128-11601 *' REV-l6C14 EX AFP (D3-flS) DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 04-21-2005 HUNTSBERGER 04-11-2003 21 03-0481 CUMBERLAND 206-32-117Z 03126354 Mount RMitt... ROBERT L ZOU5 t,?J 29 ljj 3: 09 (':~" ''C' ,".' BOBBY ~!lIUN1SIlE~GElt 1123 CENTEtvILLE RD NEWVILLE PA In41 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS UNE ... RETAIN LOWER PORTION FOR YOUR RECORDS .... ................................................................................................................ REV-1604 EX AFP (03-05) .. INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS __ DATE 04-Zl-2005 I ESTATE OF HUNTSBERGER ROBERT L DATE OF DEATH 04-11-2003 COUNTY iCUMBERLAND FILE NO. 21 03-0481 ADJUSTMENT BASED ON: S.S/D.C. NO. 206-32-1172 ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION ACN 03126354 FINANCIAL INSTITUTION: ORRSTOWN BANK ACCOUNT NO. 412090 TYPE OF ACCOUNT: () SAVINGS (X) CHECKING () TRUST () TIME CERTIFICATE DATE ESTABLISHED 08-23-1996 1 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Texable Amount Tax Rate X Tax Due l .00 0,500 .00 .00 .00 .15 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTE~ OF WILLS AT THE ADDRESS SHOIIN .OVE. MAKE CHECK OR MONEY DRlDER PAYABLE TO: RREGISTER OF WILLS. AGENT.R TAX CREDITS: PAVltEMT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE . .00 INTEREST AND PEN. ,00 TOTAL DUE nn . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATIOIl OF ADDITIOIlIt.L INTEREST, I IF TOTAL DUE IS LESS TItAN .1, NO PAY"ENT IS REIlUIREO. IF TOTAL IlUE IS REFLECTED AS A "CREDIT" lell), 'm" ...v .~ IIIIE A REFUND. SEE REVERSE SIDE OF THIS FORlt FOR IHSTRUCTIIINS.) s~ G;: BUREAU OF IIIDIVIDUAL TAXES DltERtTAHCE TAX DIVISION PO BOX 281601 HARRJSIURS PA 11123-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 'INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS *' REV-I6D4 EX AFP (03-05) BOBBY J HUNTSBERGER 1123 CENTERVILLE RD NEWVILLE PA 17Z41 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 04-21-2005 HUNTS BERGER 04-11-2003 21 03-0481 CUMBERLAND 206-32-117Z 03134537 Mount R..1tt8CI ROBERT L MAKE 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-1604 EX AFP (03-05) .. INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS .. DATE 04-21-2005 ESTATE OF HUNTSBERGER ROBERT L DATE OF DEATH 04-11-2003 COUNTY CUMBERLAND FILE NO. 21 03-0481 ADJUSTMENT BASED ON: S.S/D.C. NO. 206-32-1172 ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION ACN 03134537 FINANCIAL INSTITUTION: ORRSTOWN BANK . ACCOUNT NO. 412090; TYPE OF ACCOUNT: ( ) SAVINGS (X) CHECKING () TRUST () TIME CERTIFICATE DATE ESTABLISHED 08-23-1996 Account Balance .00 NOTE: Percent Taxable X 0.500 Amount Subject to Tax .00 Debts and Deductions .00 Taxable Amount .00 Tax Rete X .15 Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBMIT THE UPPER PORTION OF THIS NOTICE IIITH Y~ TAX PAYMENT TO THE RE8ISTIiR OF IIILLS AT THE ADDRESS SHOIIN "OVE. MAKE CHECK OR MONEY ~~ PAYABLE TO: ftRE8ISTER::06 WILi!l[j; AGEJf,T~~ -;'! :::~; -2~ CS -\;) --"~ ::rJ '"' :!.:'iCJ t") III n1 Ir..D ':~~l 0 AMOUNT PAID -.., C~ ."n -T1 C5 r"'~ rn enQ -n , . :_:::1 , (-~.' U1 TOTAL TAX CREDXT .00 BALANCE OF TAX DUE . 00 INTEREST AND PEN. .00 TOTAL DUE . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF It.DDITIOHAL INTEREST. I IF TOTAL IIUE IS LESS TIWl $1, NO PAYHENT IS REIlUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ, VlIU HAY BE IIUE A REFUIID. SEE REVERSE SIDE OF THIS FOIItI FOR INSTRUCTIOIlS.) ~... q:: AEv.,meX'o-8e, . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDMDUAL TAXES DEPT. 280801 HARRISBURG PA 17128-0801 DECEDENrS NAME Robert Huntsberger REVIEWED BY Emerson Luciano SCHEDULE ITEM NO. , , INHERITANCE TAX EXPLANATION OF CHANGES FILE NUMBER ACN EXPLANATION OF CHANGES The above referenced ACN has been reduced to zero, as this account was reported on the probate return. 2103-0481 03126354-03134537 Palle 1 r.:', , t c. C, -. c C' l ,-. c STATUS REPORT UNDER RULE 6.12 Name of Decedent: ROBERT L. HUNTS BERGER Date of Death: APRIL 11. 2003 No. 21-03-00481 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: --X- 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 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? X Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cle of Orp 's Court and may be attached to this report. Date: 09/06/2005 0'1 c::; IRWIN & Mc Marcus A. Mc Ulre Name (please type or print) 60 West Pomfret Street Address Carlisle. PA 17013 City, State, Zip (717) 249-2353 Telephone Number '.. {,.-..... ! C'.~ I. . Capacity: Personal Representative X Counsel for Personal Representative "-.. <:,,: &