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Home My WebLink About03-0522PETITION FOR PROBATE and GRANT OF LETTERS Estate of HETRICK, OLIVE BARBARA, a/k/a HETRICK, OLIVE B. Deceased. Social Security No. No. F25 - To: Register of Wills for Cumberland County, Pennsylvania The Petition of the undersigned respectfully represents that: Your Petitioner, who is 18 years of age or older and the Executor named in the Last Will and Testament of the above decedent, dated December 9, 1974. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her principal residence at 7 Maurice Road, Mt. Holly Springs, South Middleton Township, Cumberland County, Pennsylvania. Decedent, then 80 years of age, died May 21,2003, at Carlisle Regional Medical Center, Cumberland County, Pennsylvania. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: N/A. 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 situated as follows: 7 Maurice Road, Mt. Holly Springs, Cumberland County, Pennsylvania $ $ $ $ $ Total $ 100,000.00 89,900.00 189,900.00 WHEREFORE, Petitioner respectfully requests the probate of the Last Will and Testament presented nt of lette[s TESTAMENTARY thereon. Richard Darrel Hetrick 3191 East 5th Road LaSalle, Illinois 61301 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) : SS COUNTY OF CUMBERLAND ) The Petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of Petitioner and that as personal representative of the above decedent Petitioner will well and truly administer Se estate according to law. or and bscr bed be~%e me this ~ 7 t~. day of Richard Darrel Hetrick ~ ,2003 NO. 21-03-522 Estate of Olive Barbara Hetrick, a/k/a Olive B. Hetrick DECREE OF PROBATE AND GRANT OF LETTERS AND NOW JUNE 30th ., 2003, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated December 9, 1974 described therein be admitted to probate and filed of record as the last will of OLIVE BARBARA HETRICK, A/K/A OLIVE B. HETRICK; and Letters Testamentary are hereby granted to Richard D. Hetrick. FEES Probate, Letters, Etc ............$ 235.00 Short Certificate(s) .............$ 15.00 xR~R~R~m~&mc.~XTRA..P. GS..1 $ 3.00 JCP $ 10.00 TOTAL $ 263.00 Filed .... .J..U..N..E....3..0..~..2.0.0.3. .............................. Register of Wills - / ~] 19 Brookwood Avenue, Suite 106 Carlisle, Pennsylvania 17103-9142 (717) 249-5373 CALLED ATTORNEY JUNE 30, 2003 F:\User Folder\Firm Docs\Estates~3172. lpet.ltrs.wpd 21-03-522 REGISTER OF WILL OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS Richard Darrel Hetrick and Lori Jean Hetrick, subscribers hereto, being duly qualified according to law, depose and say that they are familiar with the signature of Olive Barbara Hetrick, Testatrix, and believe to the best of their knowledge and belief that the signature on the Will dated December 9, 1974 is in the handwriting of Olive Barbara Hetrick, Testatrix. Sworn to or affirmed and subscribed before me this 27th day of June, 2003. Register Richard Darrel Hetrick 3191 East 5th Road LaSalle, Illinois 61301 t~rick 3191 East 5th Road LaSalle, Illinois 61301 F:\User Folder\Firm Docs\Estates~3172-1 oath.wpd I05.805 REV 9/86 V!~is is to ccrtif~v that the information here given is correctly copied from an original certificate of death duly f~led with me as [,ocal Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9283608 No. L°--cal Registra----~---7 ~ Date COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH Mt. Ho~y Springs,Pal7065 ~ ~ Cumbertand ~, ~ ~ Hiram. Janes May 23,2003 '/nc Rd. Cartist~, PA 17013 ,,.Hot~ingcr Crematory Mt. Hoary Springs,PA 17065 H.$Crcmator~ PA17065 ~/-~__ .7- ~G / '7-0, z, 21-03-522 -- - " 21-03-522 LAST WILL ~ND TESTAMENT '03 JUN 27 ,%~1:02 OF ' OLIVE BARBARA HETRICK ',\ Ct I, OLIVE BARBARA HETRICK, a domiciliary of the Commonwealth of Pennsylvania, being of sound and disposing mind and 'memory, do hereby make, publish and declare this instrument to be my LAST WILL AND TESTAMENT. FIRST. I hereby revoke any and all wills and codicils by me heretofore made. SECOND. I give, bequeath and devise all 'my estate and property, including all property of which I shall die seized and possessed, all property to which 'my estate shall be otherwise entitled at the time of 'my death, and all property over which I shall have power of appointment, of whatsoever kind or nature and wheresoever situated, be it real, personal or mixed, absolutely and forever, in equal shares to my children, RICHARD DARREL HETRICK and ROBERT BRUCE HETRICK, and to the issue of any predeceased child, such issue to take per stirpes, and not per capita. THIRD. In the event that I am predeceased by my children, RICHARD DARREL HETRICK and ROBERT BRUCE HETRICK, and all issue of 'my children, then I give, bequeath and devise all of my said estate, absolutely and forever, to EFFIE ALICE BRIDGER of St. Johns, Newfoundland. FOURTH. Wherever in this my LAST WILL AND TESTAMENT it is provided that any person shall benefit hereunder if such person shall survive me, such person shall be deemed not to have survived 'me if he or she shall die within thirty (30) days after ~my death. FIFTH. I nominate and appoint RICHARD DARREL HETRICK as executor (Page 1 of 2 Pages) of this Will, and I request that my executor be permitted to serve without bond or without surety thereon and without the intervention of any court except as required by law; and in the event RICHARD DARREL HETRICK shall predecease me, or fail to qualify or complete the administration of my estate, then I appoint ROBERT BRUCE HETRICK as successor executor of this Will under the same conditions as heretofore set forth in this paragraph. SIXTH. I give my said executor or alternate executor, as the case may be, absolute discretion and the fullest authority in all matters including, but not limited to, complete authority to sell (at public or private sale, for cash or credit, with or without security), mortgage, lease, and dispose of all property, real, personal or mixed, at such times and upon such terms and conditions as he shall determine. I direct that the administration of my estate be as independent of probate court proceedings as the laws in force at my death shall permit. IN WITNESS WHEREOF, I have at Carlisle Barracks, Pennsylvania, this ~ day of ~i) ~ (~. ., 1974, set my hand and seal to this my LAST WILL AND TESTAMENT consisting of two (2) tyPewritten pages, this included, the preceding page hemmf bearing my signature. Signed, sealed, published and declared by the above-named Testatrix, OLIVE BARBARA HETR~CK, as her LAS . ___ nu l~.Lne ~resence of =ach othe~'h:~j ~t her request and in her ~es Is attesting witnesses, an~ ...... hereunto subsc · ~zsposlng mind and memory m~ o.~ ~= ~o hereby attest to ~^ - riced ~ur -~ ~ ~u testatrix at ~ ~-~ - ~oun~ and performance of the aforesaid acts of execution at Carlisle Barracks ~-= ~ane ~ereo~, and to the Pennsylvania, this ~ day of ~Te~, 1974. ' age z of 2 Pages) ADDRESS of this Will, and I request that my executor be permitted to serve without bond or without surety thereon and without the intervention of any court except as required by law; and in the event RICHARD DARREL HETRICK shall predecease 'me, or fail to qualify or complete the administration of my estate, then I appoint ROBERT BRUCE HETRICK as successor executor of this Will under the sa*me conditions as heretofore set forth in this paragraph. SIXTH. I give my said executor or alternate executor, as the case 'may be, absolute discretion and the fullest authority in all matters including, but not li~mited to, complete authority to sell (at public or private sale, for cash or credit, with or without security), mortgage, lease, and dispose of all property, real, personal or mixed, at such ti'mes and upon such terms and conditions as he shall determine. I direct that ~e administration of 'my estate be as independent of probate court proceedings as the laws in force at ~my death shall permit. IN WITNESS WHEREOF, I have at Carlisle Barracks, Pennsylvania, this ~ day of ~ £~' , 1974, set my hand and seal to this ~my LAST WILL AND TESTAMENT consisting of two (2) typewritten pages, this included, the preceding page he~f bearing my signature. OLIVE BARBARA HETRICK Signed, sealed, published and declared by the above-named Testatrix, OLIVE BARBARAHETRICK, as her lAST WILL AND T~TAMENT, in the presence of all of us at one ti'me, and at the same time, we, at her request and in her presence and in the presence of each other, have hereunto subscribed our na~mes as attesting witnesses, and we do hereby attest to the sound and disposing mind and memory of said testatrix at the date hereof, and to the performance of the aforesaid acts of execution at Carlisle Barracks, day of Pennsylvania, this (Page 2 of 2 Pages) ADDRESS F:\User FolderkFirm Docs\Estates\3172-1 cert.wpd CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: OLIVE BARBARA HETRICK, A/K/A OLWE B. HETRICK Date of Death: May 21, 2003 Will No. 2003-00522 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on July 10, 2003. Name Address Richard Darrell Hetrick Robert Brace Hetrick Effie Alice Bridger 3191 East 5th Road, LaSalle, Illinois 61301 1125 Pine Road, Carlisle, Pennsylvania 17013 27 Diana Road, St. Johns, Newfoundland, Canada A1B 1 H7 Notice has not been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: July 10, 2003 HANFT & KNIGHT, P.C. Attorney I.D. No. 57976 19 Brookwood Avenue, Suite 106 Carlisle, Pennsylvania 17013-9142 Telephone (717) 249-5373 Capacity: Counsel for personal representatives COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 002927 HANFT MICHAEL J 19 BROOKWOOD AVENUE SUITE 106 CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: FILE NUMBER: 2103-0522 DECEDENT NAME: HETRICK OLIVE BARBARA DATE OF PAYMENT: 08/21/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/21/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $9,000.00 REMARKS: TOTAL AMOUNT PAID: MICHAEL J HANFT ESQUIRE $9,000.00 SEAL CHECK# 997 INITIALS: JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003313 HANFT MICHAEL J 19 BROOKWOOD AVENUE SUITE 106 CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: FILE NUMBER: 2103-0522 DECEDENT NAME: HETRICK OLIVE BARBARA DATE OF PAYMENT: 12/05/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/21/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $1,367.06 TOTAL AMOUNT PAID: $1,367.06 REMARKS: RECEIVED OF RICHARD HETRICK IN CO MICHAEL HANFT ESQ SEAL CHECK# 1009 INITIALS' VZ RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 O3 O0522 I COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Hetrick, Olive Barbara u,I~: DATE OF DEATH (MM-OD-YEAR) DATE OF BIRTH (MM-DO-YEAR) ,,Q, THIS RETURN MUST BE FILED IN DUPLICATE WITH THE ~ 05/21/2003 01/17/1923 REGISTER OF WILLS F APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER [] 1, Original Return [] 2. Supplemental Return [] 3. Remainder Return (date of death pdor to 12-13-82) LU 10. 11. 12, 13. 14. 0 [] 4. Limited Estate [] 6. Decedent Died Testate (Attach copy of Will) [] 9. Litigation Proceeds Received qAME Michael J. Hanft, Esquire :IRM NAME (If applicable) Hanft & Knight, P.C. -ELEPHONE NUMBER 717/249-5373 ] 4a. Future Interest Compromise (date of death after 12-12-82) [] 5. Federal Estate Tax Return Required [] 7. Decedent Maintained a Living Trust (Attach 8. Total Number of Safe Deposit Boxes copy of Trust) -- [] 10. Spousal Poverty Credit (date of death between [] 11.Election to tax under Sec. 9113(A) (Attach Sch O) 12-31-91 and 1-1-95) EN~ A~, TAX i~0~TI0~ ~8U ED ~B ~iREcTED 30 COMPLETE MAILING ADDRESS 19 Brookwood Avenue, Suite 106 Carlisle, PA 17013 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) Total Gross Assets (total Lines 1-7) Funeral Expenses & Administrative Costs (Schedule H) (9) Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) Total Deductions (total Lines 9 & 10) 80,791.43 None None None 176,244.35 5,491.91 None 19,772.31 1,850.00 Net Value of Estate (Line 8 minus Line 11 ) Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) (8) 262,527.69 21,622.31 240,905.38 240,905.38 (11) (12) (13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amount of Line 14 taxable at the spousal tax rate, x .00 or transfers under Sec. 9116(a)(1.2) 16.Amount of Line 14 taxable at lineal rate x .045 17. Amount of Line 14 taxable at sibling rate x .12 18. Amount of Line 14 taxable at collateral rate x .1 5 19. Tax Due 20. 240,905.38 (14) (15) (16) 10,840.74 (17) (18) (19) 10,840.74 Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Dec, dent's Complete Address: STREET ADDRESS 7 Maurice Road CITY Mt. Holly Springs STATE PA Zh° 17065 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 9,000.00 C. Discount 4?3.68 10,840.74 Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) Total Interest/Penalty (D + E) (3) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 1 Line 20 to request a refund If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 9,473.68 0.00 1,367.06 1,367.06 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .................................................................................. ~ ~ b. retain the right to designate who shall use the property transferred or its income; .................................... c. retain a reversionary interest; or .................................................................................................................. d. receive the promise for life of either payments, benefits or care? .............................................................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................................... [] [] 3. Did decedent own an "in trust for'' or payable upon death bank account or security at his or her death? ......... [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................................................................................... [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all infomlation of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS ADDRESS DATE 3191 East 5th Road LaSalle, IL 61301 12.,' ~l" DATE SIGNATURE OF/I~EPARER OTHER THAN REPRESENTATIVE// J ADDRESS DATE Michael J. ft, s~tair . J¢~hft'ccE'~i~i.~ig, ~//'"'~/~~ 19 Brookwood Avenue, State 106 1 '~ - ¢.-Om ~ Carlisle, PA 17013 ¢~ ~ 53 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Hetrick, Olive Barbara 21 - 03 - 00522 All real property owned solely or as a tenant in common must be rel~orted at fair market value Fa r market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither be ng compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE OF NUMBER DESCRIPTION DEATH 1 Real Estate situate at 7 Maurice Road, Mt. Holly Springs, Cumberland County, Pennsylvania. See 80,791.43 attached Settlement Statement. TOTAL (Also enter on Line 1, Recapitulation) 80,791.43 .1~ Loan and Urban ~velol~i OMO NO. zSuz-uzu5 .......... . . . ......... ~MF OF ~IOKROWI:R' I{()~g M. KI{.HW lNlt and J()l)~ I.. RICII~ INI; An~)RI.L%S. 410 N Walnut SI, ~Ot1111 Holly Sprin~s. PA 17065 IL NAM[~ O1' REIJ.ER: ~ }~.~ 'FATE OF OLIVE 11. F. NAME OF LhNFII[R: PROP LRT¥ ADrIRI!S.5: (;cn,Janl Mt~rtgagc C'orporatlo. 60IX) Alrium Way Mt. Lnurcl. N.I 08054 '7 Vla,ricc Road. So,Ih Middlclon Township. Mortal llolly Sptin§s. t'A 1'7065 II.."ilj'I T I. I.:,M I '.N' I PI.ACE Of SILTI'I,I~IENT: Cohlwell JJankcr ti$G 3435 ~l~rkcl ~1. cci, (_;n nil 1 lill, PA 1701 I I Sf~'FrCF. MENf DA'II~: 0{)/'~-C'/'200-~ J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: GROSS AMOUNT DUE TO SELLER: 100 GROSS AMOUNT Due FROM BC!R :fOWleR 400. T 1o, ...... ~_?~?oo__:._o_o_. ~o,. c~,,~.,,,~_?__ ..................... ~ ~0,~oo.oo 1__o2. 103. 104 105. 3,324.62 Adjustments Io~ ilemsJ~id_~ Seller .in advance 107. County 1axes 09/26/0310]'2/33'/03__ 49.54 108.Scho~ ;axes O9/2E/O31nO&/30/04 753..82 10g 120.GROSS AMOUNT DUE FROM BORROWER 95 , 0].S . 98 200 AMOUNTS PAID BY OR ON FJEHALF OF BORROWER , 2~1 Oepe~l~aa_meslme~eX_ _~12. Pr~ci~ll ammmt of nr~v IMns 204 209 213 214. 215 A(~'.,~JSlmenls fOr il..ems_alpaid by seller 218. 220. TOTAl PAID BY/FOR BORROWI~R ~,000.00 88,[00.00 3,000.00 m2,ioo.oo 300. CASH AT SETTLEMENT FROM OF: TO BORROWER 303. G~ err~unl due Irom &ormwer {line Less eme, unls pmld by/h~ bmr~e~. (line__; 20) ---- __ CASII FROM BORI{OVVI~R 95,015.98 ~1 92,~00o00 2,925.98 403 ..-- Adjus~mer~ls IOr ite~_~_p~al.d__by__~_.lle_[.in advance 4ol _~Co_u.n y axes 09/26/03 io12/31/03 _.t 49.54 41040940841~ ............ Sc)~JI taxes 09/26/031006/30/04 [ .......... .~S~__..82 420. GROSS AMOUNT OUE TO SELLER; -'~ REDUCTIONS IN AMOUNT DUE 10 SELLER 501 Excess .~_posi! [see i_nskucl~u!!.s_k 7,612.93 506 507.Selle, Assist 508. __ ^dj_uslmenls for ite~ -- 51,5. 518 ...................................... I TOIA E 1 520. __ ....... : o__..._.. _L.__! ....__ 600. CASH AT SETTLEMENT TO OR FROM SELLER 602 Les~__.~dt ~cfion n mount d t~o se lief_. I~.me~ 520) 603. CASH TO SELLER _._~.~ B 1,088.43 yo "/9 I. ~.3 U ,%. I)':PA iI'MFN'I' O; Il(') S N( 1,1411 IIRliAN III!VId.[)I'MI"NT SETTLEMENT STATEMENT L. SETTLEMENT CHARGES Division el h~-'~--~'-'--' 2,702.00 ~n CB Homesale Sez:vlces ...,z:oup, .t .. . J~'~Z~- '- :;!,572.00to Z~~'--''~'~'-''['~' JA01 I.osn Oflgl~alio~ Fee % 805. 3~d r'..~ly~F ee ~1,T82.00 POt by Lende~ ~ R~neeale Mortgage Services (p.O.C.) 350.00 Buye~ -ga___~ Interest From ,.09~8/2003 to 10/01/2003 __~ IS. 8200 ;~day 5 Days ~- 85.00 bR 400. O0 ~R ...... i~%~'~" ....... ~-~- .............. ~ HnIB~ Ins~o~ P~ 1o 1~. ~SERVES DE, SITED WI'~ [ EI4OER FOR l~t .~a~dJ~. 2 mo.e$ 32.25 ~ C~TM' e ~, e~ ~s. s? ~ ~:~ ~- ............ Ia05 .~ Teses ~ ~mgeleA~}~is~us~nl lo Ce,ndant ~o~tgage Corporation 11~ Tit~lfls,r~n Io Central Pe~n Agents for Chicago Title lnsu 804.~.. (~as m i~s ~: ll.01,1102,1103, llOt 11~. Le~'s Co~ ~ 88,100.00 .~o ~rsC~e,~.}. ~o,~oo.oo - 8o4.75 t111 ENDt00.~00.8. I.C~0~S,!ng~or.,Io Cnn:ral penn Agents [or Chicago Title lnsu '-~. ~OVERNMENT RECOI'IDING .~203 Stale Ta~l~__~s 909.00 1300. ADDITIONAL SETTLEMENT' CHARGES ..=13Ol. Sm%'ey .,.?02' ~e~ Inspe~io, ~ 1303. Et~mls~l~ldlhg Fee to C'L:~S 15.50 ! 983.5~ j t304. 2003S~'J~:~lTaxe$ b 0't.tdy Campbell, T.C. __ I Io C~ Homesale Services Group, Inc.. 1~5.00 J ! 1305 '/fa~cflo~'ree J $3.36 ....... ~ .___~... ~j.:L2~:.._!'_6J~:!L I1-~ FinelSewm .Io. __~uth Niddleton Township Sewer Autho~il:y 1308. Cnhe, Oi~..t~s~m~,t~ L1520) [1400 TO'fAL SETTLEMENT CI4ARC~--S [~ie~ onllnes 103. Secli~ J and 502. Sectlo~ K) .................... HUD CERTIFICATIC~I OF BUYER ~o SELLER I ,~ )Ep^R'IMFN'r ¢]1' I1¢.11 I,~IN(; Alii:, I IRflAN I)[~'ld.O ';~1 iN I SETTLEMENT STAT EMENT Fih: Nu.~:l: ITEMIZATION 'O-'~UD LINE 1308 ~500~' SCtlEDULE OF DISBURSEMENT-~; tS01. waferg/26f03 Io Plo[,nt Bolly SprincJ9 Bozough office lo Judy Csmpbell, T.C. · fSlO 1513. 1514. 1520. TOTAl. HUD I. INE 1308 EXPENSE: lillcl~xlwcS~ ScitJcmc~l .~¥Sl£m Prilttcd ~;'~6/2110.1 at 10:21 8.00 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Hetrick, Olive Barbara SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21 - O3 - O0522 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER 1 2 3 4 5 6 7 8 DESCRIPTION Waypoint Bank Checking Account No. 1700007694 Waypoint Bank Checking Account No. 1703023508 Waypoint Bank Certificate of Deposit No. 11510.39 AIG Annuity through Waypoint Bank AIG Annuity through Waypoint Bank John Hancock Annuity through Waypoint Bank 1992 Chevrolet Cavalier Federal Reserve Bank of Chicago US Treasury Certificate of Deposit No. 912929AD2 TOTAL (Also enter on Line 5, Recapitulation) VALUE AT DATE OF DEATH 15,008.62 51,513.55 11,747.92 27,548.00 22,406.00 37,390.00 425.00 10,205.26 176,244.35 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Hetrick, Olive Barbara 21 - 03 - 00522 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A Ronald Duane Hetrick grandson B Robert B. Hetrick 11 Beecher Drive Carlisle, PA 17013 1125 Pine Road Carlisle, PA 17013 son JOINTLY OWNED PROPERTY: ' DESCRIPTION OF PROPERTY % OF DATE OF DEATH LETTER DATE Include name of financial institution and bank account number DATE OF DEATH DECD'S VALUE OF NUMBERITEM FORTENANTJOINTJOINTMADE ~=state.3r similar identifying number. Attach deed for jointly-held realVALUE OF ASSET INTEREST DECEDENT'S INTERES' 1 A 08/06/1993 Waypoint Certificate of Deposit No. 1766240246 827.68 50% 413.84 2 B Treasury Direct Certificate of Deposit No. 10,156.14 50~ 5,078.07 1300-065-3462 TOTAL (Also enter on line 6, Recapitulation) 5,491.91 COMMONWEALTH OF PENNSYLVANIA tNHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Hetrick, Olive Barbara SCHEDULE H FUNERAL~& ADMINLS'IRATIVE COSTS FILE NUMBER 21 - 03 - 00522 Debts of decedent must be reported on Schedule I. ITEM NUMBER 1 2 3 DESCRIPTION FUNERAL EXPENSES: RD Brown - Cemetary Expense Funeral Meal Prepaid Funeral to Hollinger Funeral Home ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid Attorney's Fees to Hanft & Knight, P.C. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent Probate Fees State Zip Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs The Cmnberland Law Journal - advertise letters The Sentinel - advertise letters Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) AMOUNT 200.00 344.00 1,485.00 7,500.00 75.00 136.31 10,032.00 19,772.31 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Schedule H ESTATE OF FILE NUMBER Hetrick, Olive Barbara 21 - 03- 00522 3 Sale of real estate costs 9,543.00 Executor's Travel Expenses to Probate Will 489.00 Page 2 of Schedule H COMMONWEALTH OF PENNSYLVANIA iNHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Hetrick, Olive Barbara SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21 - 03- 00522 Include unreimbursed medical expenses. ITEM NUMBER 1 2 3 4 5 6 7 8 DESCRIPTION Sewer Bill Electric Bills Water Bill Telephone Bill Carlisle Hospital - medical bill Central Penn - medical bill Ambulance Judy Campbell, Tax Collector - Real Estate County/Township Tax TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 69.00 106.00 19.00 23.00 840.00 100.00 493.00 200.00 1,850.00 REV-15¶3 EX+ (9-00) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES Hetrick, Olive Barbara FILE NUMBER 21 - 03 - 00522 RELATIONSHIP TO AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE ~. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 Robert Brace Hetrick son 1/2 residue of estate 1125 Pine Road Carlisle, PA 17013 2 Richard Darrel Hetrick son 1/2 residue of estate 3191 East 5th Road LaSalle, IL 61301 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET LAST ~'ILL-AND T~TA~NT OLIVE BAI~A~ HETRI6~ I, OLIVE BARBARA HETRICK, a domiciliary of the Commonwealth of Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this instrument to be my LAST WILL AND TESTAMENT. FIRST. I hereby revoke any and all wills and codicils by me heretoforemade. SECOND. I give, bequeath and devise all my estate and property, including all property of which I shall die seized and possessed, all property to which my estate shall be otherwise entitled at the time of my death, and all property over which I shall have power of appointment, of whatsoever kind or nature and wheresoever situated, be it real, personal or mixed, absolutely and forever, in equal shares to my children, RICHARD DARREL HETRICK and ROBERT BRUCE HETRICK, and to the issue of any predeceased child, such issue to take per stirpes, and not per capita. THIRD. In the event that I am predeceased by my children, RICHARD DARREL HETRICK and ROBERT BRUCE HETRICK, and all issue of my children, then I give, bequeath and devise all of my said estate, absolutely and forever, to EFFIE ALICE BRIDGER of St. Johns, Newfoundland. FOURTH. Wherever in this my LAST WILL AND TESTAMENT it is provided that any person shall benefit hereunder if such person shall survive me, such person shall be deemed not to have survived me if he or she shall die within thirty (30) days after my death. FIFTH. I nominate and appoint RICHARD DARREL HETRICK as executor (Page 1 of 2 Pages) BUkEAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17178-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DTSALLOHANCE OF DEDUCTIONS AND ASSESSMENT OF TAX FEB 13 P3:30 MICHAEL J HANFT ESQ 19 BROOKWOOD AVE l~g:'~L,:iiai..:~.~ '~0, PA CARLISLE P~;tl~' '~ ' CUT ALONG THIS LINE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN I 02-16-200q HETRICK 05-21-2005 21 05-0522 CUMBERLAND 101 Aaount Remitted REV-1547 EX AFP ¢51-0'r) OLIVE MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 RETAIN LOWER PORTION FOR YOUR RECORDS ~ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HETRICK OLIVE B FILE NO. 21 05-0522 ACN 101 DATE 02-16-200q ./ TAX RETURN NAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNTNG FUTURE TNTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN I Real Estate (Schedule A) Stocks and Bonds (Schedule B) $ Closely Held Stock/Partnership Interest (Schedule C) Mortgages/Notes Receivable (Schedule D) $ Cash/Bank Deposlts/Misc. Personal Property (Schedule E) 6 Jointly Owned Property (Schedule F) 7 Transfers (Schedule G) 8 Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Ada. Costs/Misc. Expanses (Schedule H) 10. Debts/Mortgage LiebAlAtAas/Liens (Schedule I) 11. Total Deductions 12. Nat Value of Tax Return (1) 80/791.q5 (2) .00 (3) .00 .00 (5) 176/Zqq.55 (6) 415.8q (7) (9) NOTE: To insure proper credit to your account, submit the upper port/on of this fora with your tax payment. 19,772.51 (10) 1,850.00 (11) 21 .&22.31 (12) 242,985.45 REVERSE SIDE OF THIS FORM IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 13. NOTE: ASSESSNENT OF TAX: 15. Amount of L~ne lq at Spousal rata 16. Amount of Line lfi taxable at Lineal/Class A rate 17. Amount of L~ne lq at S~bllng rata 18. Amount of L~ne lq taxable et Collateral/C1ass B rata 19. Principal Tax Due TAX CREDITS: PAYMENT RECEIr I DT$COUNT (+) DATE NUMBER TNTEREST/PEN PAID (-) 08-21-2005 CD002927 q75.68 12-05-2005 CD005515 . O0 INTEREST IS CHARGED THROUGH 05-OZ-ZO04 AT THE RATES APPLICABLE AS OUTLINED ON THE (15) .00 x O0 : .00 (16) 242,985.45 x 045= 10,954.26 (17) . O0 X 12 = . O0 (18) .00 x 15 = .00 (19)= 10,95q.26 reflect f/gures that include the total of ALL returns assessed to date. AMOUNT PAID 9,000.00 1,567.06 TOTAL TAX CREDIT BALANCE OF TAX DUEI INTEREST AND PEN. TOTAL DUE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~-~ i A REFUND. SEE REVERSE SIDE OF THTS FORM FOR TNSTRUCTIONS., i~~ Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . O0 Nat Value of Estate Subject to Tax (1fi) 242,985.45 If an assessment was issued previously, lines 1~, 15 and/or 16, 17, 18 and 19 will 10,840.74 95.52 .10 95.62 7/156.14 (8) 264,605.76 RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decadents dying on or before December 1Z, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decadent after tho expiration of any estate for Iifo or far years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the laaful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act 23 of 2000. (7Z P.S. Section 91q03. Detach tho top portion of this Notice and submit aith your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, ahich was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are ava[labia at the Office of the Register of Hills, any of the Z~ Revenue District Offices, or by calling the special Iq-hour answering service for forms ordering: 1-a00-562-Z0500 services for taxpayers with special hearing and / or speaking needs: 1-800-qq7-30Z0 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disalloeance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty [60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ID0601, Harrisburg, PA 1712D-0601 Phone (717) 787-6505. See page S of tho booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-iS01) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after tho decadent's death, a five percent (52) discount of the tax paid is allowed. The 152 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 16, 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) da~ from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .00016q. A11 taxes which became delinquent on and after January 1, 1982 ail1 bear interest at a rate which will vary from caZendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 19BI through Z003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor lgBZ 2OX . OOOSqD 1987 97. . O00Zq7 1999 7Z . 00019Z 1983 162 .000438 1988-1991 112 .000501 ZOO0 82 .000219 1984 117. . 000301 1992 92 . 000247 ZOO1 97. . O00247 1985 132 .000356 1993-1994 72 .000192 ZOOZ 62 .000164 1986 lOX . OOO27q 1995-1998 92 .000247 Z003 SZ .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELTN~UENT X DAILY INTEREST FACTOR --Any Notice issued after tho 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. .~~ INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 :)ECEDENT'S NAME FILE NUMBER Olive Hetrick 2103-0522 ~EVIEWED BY ACN ANITA MCCULLY 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES Accounts made joint within one year of the decedents death are considered a transfer, and F&G 2 are 100 percent taxable. This account has been correctly reported on schedule G. The $3,000 exclusion has been applied to the value of this item. Section 9107 (c) (3) of the 199~ Act provides that a transfer made within one (1) year of the death of the transferor is subject to tax only to the extent that the value of the transfer exceeds $3,000 during any calendar year. Row Page 1 of this Will, and I request that my executor be permitted to serve without bond or without surety thereon and without the intervention of any court except as required by law; and in the event RICHARD DARREL HETRICK shall predecease me, or fail to qualify or complete the administration of my estate, then I appoint ROBERT BRUCE HETRICK as successor executor of this Will under the same conditions as heretofore set forth in this paragraph. SIXTH. I give my said executor or alternate executor, as the case may be, absolute discretion and the fullest authority in all matters including, but not limited to, complete authority to sell (at public or private sale, for cash or credit, with or without security), mortgage, lease, and dispose of all property, real, personal or mixed, at such times and upon such terms and conditions as he shall determine. I direct that the administration of my estate be as independent of probate court proceedings as the laws in force at my death shall permit. IN WITNESS WHEREOF, I have at Carlisle Barracks, Pennsylvania, this ~ day of ~ ~' ~, 1974, set my hand and seal to this my LAST WILL AND TESTAMENT consisting of two (2) typewritten pages, this included, the preceding page hem0f bearing my signature. OLIVE BARBARA HETRICK Signed, sealed, published and declared by the above-named .Testatrix, OLIVE BARBARA HETRICK, as her lAST WILL AND TESTAMENT, in the presence of all of us at one time, and at the same time, we, at her request and in her presence and in the presence of each other, have hereunto subscribed our names' as attesting witnesses, and we do hereby attest to the sound and disposing mind and memory of said testatrix at the date hereof, and to the performance of the aforesaid acts of execution at Carlisle Barracks, Pennsylvania, this ~;Z~ day of ~-~¢o~ ~¢/~ , 1974. NAME ADDRESS C77k , ..W. ,eo , , , t age 2 Pages) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-O601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD REV-1162 EX(11-96) O03567 HANFT MICHAEL J 19 BROOKWOOD AVENUE SUITE 106 CARLISLE, PA 17013 ESTATE INFORMATION: SSN: FILE NUMBER: 2103-0522 DECEDENT NAME: HETRICK OLIVE BARBARA DATE OF PAYMENT: 02/17/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUM BERLAN D DATE OF DEATH: 05/21/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $93.62 REMARKS. MICHAEL HANFT ESQ TOTAL AMOUNT PAID: 993.62 SEAL CHECK//5760 INITIALS: VZ RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES INH£RTTANCE TAX DTVTSZON DEPt. ~'80601 HARRISBURG, PA 17128-0601 COMMONgEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF ZNHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX R£V-IS,I? EX &FP MICHAEL J HANFT ESQ HANFT & KNIGHT 19 BROOKNOOD AVE CARLISLE DATE F~, ,.~ ....tESTATE OF ~:, :. .,~ '-~,;~;o DATE OF DEATH FILE NUKBER COUNTY '04 FEB17 P2: H 10~ 02-16-200q HETRICK 05-21-2005 21 0:5-0522 CUHBERLAND 101 OLIVE B ~u~i I Am°un~ Remi~ed I [,~b~ia~ Co., P~J~AKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF HILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 1701:5 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTZCE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HETRICK OLIVE B FILE NO. 21 0:5-0522 ACN 101 DATE OZ-16-ZOOq TAX RETURN NAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~a (Schedule A) (1) 2. S~:ocks and Bonds (Schedule B) (2) 3. Closely Held S)cock/Par~nership Tn~eres~ (Schedule C) (3) . O0 ~. Mor)cgages/No~es Receivable (Schedule D) (q) . O0 $. Cash/Bank Deposi)cs/Misc. Personal Proper~y (Schedule E) ($) 6. Jointly O~ned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 7; ~5~. 1~ 8. To,al Asse~s (8) APPROVED DEDUCTZONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Cos~cs/Hisc. Expanses (Schedule H) (9) 10. Debts/Mortgage Liabili4:ies/Liens (Schedule Z) (10) ~ ~850.00 11. To,al Deductions (11) 12. Ne~ Value of Tax Re~urn (12) 80~791.4:5 .00 19,772.:51 13. NOTE: NOTE: To insure proper cradi~ ~o your a~coun~ submi~ ~he upper portion of ~his form wi~h your ~ax payment. 26q,605.76 21.~22.~ 2qZ,98:5.q5 : · 10,8qO.7q I I 9:5.52 .10 9:5.62 ( ZF TOTAL DUE ZS LESS THAN $1~ NO PAYHENT 1S REgU/RED. ~ ZF TOTAL DUE IS REFLECTED AS A *'CRED/T" (CR)~ YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTZONS.) AMOUNT PAID . 9,000.00 ~:1-,:567.06 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND pEN. IOTAL DUE INTEREST IS CHARGED THROUGH 0:5-02-200q AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM ZF PAID AFTER DATE ZNDZCATED~ SEE REVERSE FOR CALCULATION OF ADDZTZONAL ZNTEREST. ASSESSMENT OF TAX: 15. Amoun~ of Line lq a~ Spousal ra~e 16. A,oun~ of Line lq ~axabla a~: Lineal/Class A rate 17. Amoun~ of Line lq a~ Sibling ra~e 16. Amoun~ of Line lq ~axable e~ Collateral/Class B ra~:e 19. Princi =al Tax Due [AX CREDITS: PAYMENT RECEZP1 DISCOUNT (+J DATE ~ NUMBER INTEREST/PEN PATD (-) 08-21-200:5 CD002927 ~7:5.68 12-05-200~5. Cq,O 0:5:51:5 . O0 (~5) .00 x O0 = O0 (z6) 2q2,98:5.q5 x Oq5= 10,9:5q.26 (~7) .00 x 12 = .00 (~8) .00 x 15 = .00 (19)= 10,9:5q.26 Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (1:5) . O0 Ne~ Value of Estate Sub~ec~: to Tax (lq) ?qZ,90:5.q5 zf an assessment was lssued previously, 11nas 1~, 15 and/or 16, 17, 18 and 19 ~ill reflect figures that include the total of ALL returns assessed to date. ORPHANS' COURT DIVISION OF THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA STATUS REPORT UNDER RULE 6.12 Name of Decedent: OLWE BARBARA HETRICK Date of Death: Admin. No. May 21, 2003 21 03-0522 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: is~ Yes ao Did the personal representative file a final account with the Court? Yes __ No X The separate Orphans' Court No. (if any) for the personal representative's account c. Did the personal representative state an account informally to the parties in interest? 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: July 19,-2004 Respectfully submitted, HANFT & KNIGHT, P.C. Mitre~ ~k~ t~3~o oNd°~5v7e9n7uSe, Suite 106 Carlisle~Pennsylvania 17013-9142 (717) 249-5373 Counsel for personal representatives F:\UscI' Fold~Firm Docs~Estatesx3172-1 status.rpt.wpd