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.
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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
"-..
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