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Home My WebLink About03-0525 PETITION FOR PROBATE and GRANT OF LETTERS also known as To: Register of Wills for the County of ~//~t:~f'L./-TA/~ in the Commonwealth of Pennsylvania Social Security No. ~3~' Oz/6~eceased.__ D The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut ~'~ZEddd. TO/~,5' in the last will of the above decedent, dated ~/~ -Oo7- ~ and codicil(s) dated named (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in ~/;;'~'"-~.2 County, Pennsylvania~with h~r- ,., 1.~_as~.t.~fa)nilyorpr. inc. ipalresidenceat ,,~1 ~l~&~ ~1~ ~~. ~ ~i~D~ /~~/~ . (list street, number and muncipality) Decendent, then ~ years of age, died ~~ /~ ~ ~ Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: o,9/ ~/R~,' ~ d2,~,'r2 g' ~/g,6~Z-l,gi-g'~ WHEREFORE, petitioner(s) respectfully request(s) Lhe prgbate of the last will and codicil(s) presented herewith and the grant of letters -T'~5"f/4tYi~:~-/T/~°~' theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF ~l~dJ~ :ss The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly admir~ister the estate according to law. Sworn to or affirmed and subscribed ,- ~/~~'~aJg--~,,/t~-- before me this ~. 27th day of [ ~ ~q,q~7/¥ ~ ,r..., JU~e),ZL t .~' ~ 2003 J / Donna M. Otto, 1st Deputy .~~ ~ru~tzW t7-1¢g-i¥ NO. 21-2003-525 Estate Of camm v.. Mars~nd , Deceased DECREE OF PROBATE AND GRANT OF LETTERS June 30th AND NOW the reverse side hereof, satisfactory proof having been presented before me, June 2, 2000 IT IS DECREED that the instrument(s) dated described therein be admitted to probate and filed of record as the last will of Careth E. M~r.ql ~nd and Letters Testamentary Careth Krajack and Stuart Marsland are hereby granted to l~__2.Q~ in consideration of the petition on FEES Probate, Letters, Etc .......... $ 235.00 Short Certificates( 1{} .......... $ 30. OO :tlR%%qg~ilg~{ .x:-.P.a.g.e.s..(.3.)... $ 9.00 10.00 JCP = $ TOTAL .. $~ Filed June 30th, 2003 ................ ' Iv~IT~F,D LErITERS TO EXECUTRIX CARETH ~KRAJACK ~5ON.jUNE-30TR,-2003;- · ....... Register of Wills Bonna M. Otto,lst Deputy ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE Nfl[' f0. 105.805 REV 9/86 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local 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 9284180 No. /'Local Registrar" JUN 2 4 2003 Date COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OFHEALTH * VITAL RECORDS CERTIFICATE OF DEATH 21 Circle Drive ~. ~'~'~ Middlesex Harold Anderson ~.o~ret~h ~ Kra 'ack ,~.__~_L~_~rland ~--~? ~ ,~.~ ~ ~i~ PA 17013 J~e 23, ~~. York, PA ~ ' ~e 0131~ L . 17013 ........................... ,dlte, andplace In~dueto because · and /. 21-2003-525 LAST WILL AND TESTAMENT OF CARETH E. MARSLAND I, Careth E. Marsland, of Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST I direct the payment of my debts and the expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. I have prearranged and prepaid my funeral and expenses with Hoffman-Roth Funeral Home, Carlisle, Pennsylvania. I have a cemetery lot in Ohio, where I will be interred with my mother and father. SECOND I bequeath the automobile that I own at the time of my death to my grandson, Brian Bonner. THIRD I give, devise and bequeath my entire estate of whatever nature and wherever situate to my children, Careth E. Krajack, Linnea S. Norton, Ardeth D. Bonner, Dania L. Salerno and Stuart A. Marsland, in equal shares, per stirpes. If, however, Careth and Stuart have not repaid the loans I made to them individually in the amounts of $10,000.00 and $15,000.00, respectively, the loans I made to them shall be considered an advance of their inheritance and the sums they shall inherit pursuant to this, my Last Will and Testament, shall be reduced by the amount of such advances. FOURTH I direct that no trustee, executor, guardian or other fiduciary named, nominated, or appointed by this my Last Will and Testament shall be required to post any bond or give any security of any type for any purpose whatsoever, any law or rule of the court of the Commonwealth of Pennsylvania or any other jurisdiction to the contrary notwithstanding. I direct that the law of the Commonwealth of Pennsylvania shall apply to any interpretation or application of the validity of this instrument. FIFTH Any and all payment or payments of any sum or sums, whether in cash or in kind and whether for principal or income, payable to an heir, or any of them, shall be made upon the sole receipt of the respective individual to whom the payment is made, and free from anticipation, alienation, assignment, attachment, and pledge, and free from contro~ by the creditors of any such beneficiary. SIXTH I appoint my daughter, Careth Krajack, and my son, Stuart Marsland, co- executors of this my Last Will and Testament. Should either of my said executors for any reason fail to be able to serve as execut°r, then the remaining child may serve as the sole executor. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of four (4) typewritten pages, the first three (3) of which bear my signature in the margin for the purpose of identification, this ¢~ day of ~, 2000. Careth E. Marsland (SEAL) Signed, sealed, published and declared by the above named testatrix, Careth E. Marsland, as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. We, Careth E. Marsland, /'~,;-/"~,¢I ,~. ~/'~-~'and /~rYl~.f~,'/~.- i-. /"I'SI~F' the testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument of her Last Will and Testament, and that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as witnesses, and that to the best of their knowledge, the testatrix was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. Sworn to and subscribed before me this ~ day of ~ , 2000. Notarial Seal Jennifer S. Lindsay, Notary Public Carlisle Bom, Cumberland County My Commission Expires Nov. 29, 2003 Member, Pennsylvania Association of Notaries CARETH E. MARSLAND LA~ OFFICES O'BRIEN BARIG & SGHERER 17 WEST SOUTH STREET CAP, LISLE. PENNSYLVANIA 17013 In Re: Estate of Careth E. Marsland · In the Court of Common Pleas · Cumberland County, Pennsylvania · Orphans' Court Division · 525 of 2003 Praecipe To Enter Appearance To the Clerk of the Orphans' Court: Kindly enter my appearance as counsel for the Estate of Careth E. Marsland. My Supreme Court I.D. # is 80143. Respectfully submitted, Ahrens Law Offices, P.C. 5521 Carlisle Pike Mechanicsburg, PA 17050 (717) 697-1800 Dated: July I 1, 2003 By ~Tho/~~mas .~Ahrens PA. Reg. No. 80143 CEICI'II;ICATION OF' NOTICE UNDER RULE 5,6(;0 'Fo thc Register: I certify that notice of estate admiaistration required by Rule 5.6(a) of thc Ori}ha.s' Court Rules sen'cd on or mailed to thc following beneficiaries of thc above-captioned estate Address NotiCe has now bern givcn to all l;crsons cnti{Ic~ fi~crcto under Rule Capacity: Personal Rcin'cscntative Counsl~for l'cr~onal :. Rcpre,~ntative: Siguature Name (Print) Address COM~QNWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 28O6O1 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003699 KRAJACK CARETH 42 SOUTH PITT STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 069-22-0447 FILE NUMBER: 2103-0525 DECEDENT NAME: MARSLAND CARETH E DATE OF PAYMENT: 03/19/2004 POSTMARK DATE: 03/1 8/2004 COUNTY: CUMBERLAND DATE OF DEATH: 06/18/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $17,000.00 i REMARKS. TOTAL AMOUNT PAID: 7,000.00 SEAL CHECK# 11 9 INITIALS: JA RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I OFFICIAL. USE ONLY FILE NUMBER 21 03 0525 COUNTY CODE YEAR NUMBER 0 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Marsland, Careth E DATE OF DEATH (MM-DD-YEAR) 06/18/2003 DATE Of BIRTH (MM-DO-YEAR) 11/02/1928 IF APPUCABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 069-22-0447 THIS RETURN MU~T BE FILED iN I~P~i~,'I:EwI~ ~H~ REGISTER OF WILLS SOCIAL SECURITY NUMBER [] 1. Original Return [] 2. Supplemental Return [] 3. Remainder Retum (date of death priorto 12-13-82) [] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after [] 5. Federal Estate Tax Return Required 12-12-82) [] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach 8 Total Number of Safe Deposit Boxes of Will) copy of Trust) [] 9. Litigation Proceeds Received [] 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) COMPLETE MAILING ADDRESS 4AME Thomas J. Ahrens :IRM NAME (If applicable) Ahrens Law Offices, P.C. 'ELEPHONE NUMBER 717/697-1800 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (1) (2) (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 5521 Carlisle Pike Mechanicsburg, PA 17055 Non~' Non~., 25,000.00 58,031.96 188,163.77 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 29,910.84 434.00 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (8) 410,322.41 (11) 30,344.84 (12) 379,977.57 (13) (14) 379,977.57 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) 16. Amount of Line 14 taxable at lineal rate 379,977.57 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due x .00 x .045 x .12 x .15 20. [] (15) (16) 17,098.99 (17) (18) (19) 17,098.99 Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) ~3ece'dent's Complete Address: ISTREET ADDRESS 21 Circle Drive CITY Carlisle ISTATE PA Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount '] ztP 17013 (1) 17,07879 Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) 0.00 Total Interest/Penalty (D + E) (3) ....... 0.00 4. 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 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 17 A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS. AGENT (5A) (5B) 17,098.99 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No b. retain the right to designate who shall use the prope~y transferred or its income; .................................... c. retain a reversiona~ interest; or .................................................................................................................. d. receive tho promise for life of either payments, benefits or care? .............................................................. 2. If death o~urmd after De~mber 12, 1982, did de.dent transfer pmpe~ within one year of death without m~iving 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 de.dent own an Individual Retirement Account, annui~, or other non-probate pmpe~ which ~ntains a beneficia~ 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 return, incJuding 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 infonmation of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ~NG RETURN Stuart A. Marsland ADDRESS ADDRESS 42 S. Pitt Street DATE Carlisle, PA 17013 . 5-I'7~09 DATE 29 Christina Avenue Billerica, MA 01821 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS DATE ThomasJ. Ahrens 5521 Carlisle Pike ,//~_ _~- Mechanicsburg, PA 17055 ~l"' t 7' Ill" ' " , ....... a In' 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 decedenrs 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 decedenrs 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 ESTATE OF Marsland, Careth E SCHEDULE A REAL ESTATE FILE NUMBER 21 - 03 - 0525 All real property owned solely or as s tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being 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 NUMBER DESCRIPTION House at 21 Circle Drive, Carlisle, Tax ID # 21-17-2692-054 TOTAL (Also enter on Line 1, Recapitulation) VALUE AT DATE OF DEATH 137,329.50 COMMONWEALTH OF PENNSYLVN~IIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Marsland, Careth E SCHEDULE D MORTGAGES & NOTES RECEIVABLE FILE NUMBER 21 - 03 - 0525 All property jointly-owned with the right of survivomhip must be disclosed on Schedule F. ITEM DESCRIPTION NUMBER 1 2 Careth Krajack loan as identified in Will Stuart Marsland loan as identified in Will VALUE AT DATE Of DEATH 10,000.00 15,000.00 TOTAL (Also enter on Line 4, Recapitulation) 25,000.00 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Marsland, Careth E SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21 - 03 - 0525 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 DESCRIPTION 1996 Mercury Grand Marque Putnam Mutual Fund, Account # A03-1-069-22-0447-BBB-3 Viatical Investment, Contract # P002566 (in Bankrupcy Court for reorganization) Present day value M & T checking account # 3740151067 Members 1 st Investment Savings account #210662-05 Members 1 st Savings account # 210662-00 Members 1 st Checking account # 210662-11 Household items, appraisal attached VALUE At DATE Of DEATH 4,105.00 6,455.13 24,000.00 1,620.01 6,160.17 125.40 6,031.25 9,535.00 TOTAL (Also enter on Line 5, Recapitulation) 58,031.96 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Marsland, Carcth E I 21 - 03 - 0525 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 Ardeth Bonner Daughter 136 Burnt House Road Carlisle, PA 17013 JOINTLY OWNED PROPERTY: LETTER DATE ITEM FOR JOINT MADE NUMBERi TENANT JOINT DESCRIPTION OF PROPERTY Include name of financial institution and bank account number 3r similar identifying number. Attach deed for jointly-held real 9state. Scudder Money Market Account #06-133289370-6 DATE OF DEATH VALUE Of ASSET 3,594.36 % OF DECD'S INTEREST 50% DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1,797.18 TOTAL (Also enter on line 6, Recapitulation) 1,797.18 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Marsland, Careth E 21 - 03 - 0525 is_ yes. ITEM NUMBER This schedule must be completed and filed if the answer to any of questions 1 througl DESCRIPTION OF PROPERTY : Include the name of the transferee, their relationship to decedent and the date of transfer. ', DATE OF DEATH Attach a copy of the deed for real estate, iVALUE OF ASSET lNG Variable Annuity, account # I58994-OP Jackson National Life Annuity (IRA account), account # 009074176A IRA at LeTortt Management, with Stuart Marsland as beneficiary (Susan Eichelberger is contact at 717-761-7626 x105) 103,210.09 79,985.82 4,967.86 % OF DECD'S INTEREST 100% 100% 100% 4 on page~2 EXCLUSION (IF APPLICABLE) TOTAL (Aisc enter on line 7, Recapitulation) TAXABLE VALUE 103,210.09 79,985.82 4,967.86 188,163.77 COMMONWEAL'~I OF PENNSYLVANIA INHERiTANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Marsland, Careth E 21 - 03 - 0525 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT FUNERAL EXPENSES: Hoffman-Roth Funeral Home, Inc. Funeral luncheon ADMINISTRATIVE COSTS: Personal Representative's Commissions Careth E. Krajack Stuart ^ '4arsland umber of Personal Representative(s): Street Address 42 S. Pitt Street, City Carlisle State PA Zip 17013 Year(s) Commission paid 2004 Attorney's Fees Ahrens Law Offices Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees Cumberland County Register of Wills Zip Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Household content appraisal by Cordier Antiques & Fine Art Estate notices, Cumberland Law Journal & The Sentinel Total of Continuation Schedule(s) 2,286.00 169.25 16,400.00 10,000.00 284.00 600.00 156.59 15.00 TOTAL (Aisc enter on line 9, Recapitulation) 29,910.84 INHERITANCE TAX RETURN ~ C~ ~ RESIDENT DECEDENT ESTATE OF Marsland, Careth E PA Inheritance tax filing fee IFILE NUMBER 21 - 03-0525 15.00 Page 2 of Schedule H COMMONWEAL~-I OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF i FILE NUMBER Marsland, Careth E i 21 - 03- 0525 Include unreimbumed medical expenses. ITEM NUMBER ! DESCRIPTION Check #'s 1669, 1679 and 1685 written prior to date of death, but cleared after date of death TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 434.00 434.00 R~:V'151 $' EX+~ (9'00)' ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Marsland, Careth E NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY FILE NUMBER 21 - 03 - 0525 RELATIONSHIP TO AMOUNT OR SHARE DECEDENT OF ESTATE ~ Not Ll~t Tru~t~,a) __ 4 TAXABLE DISTRIBUTIONS (include outright spousal distributions) Careth E. Krajack 42 S. Pitt Street, Carlisle, PA 17013 Linnea S. Norton 2201 SE East Dunbrooke Circle Port St. Lucie, FL 34952-8117 Ardeth D. Bonner 136 Burnt House Road, Carlisle, PA Dania L. Salerno 237 Wood Street, Apt 2 Bristol, PA Stuart A. Marsland 29 Christina Avenue, Billerica, MA Daughter Daughter Daughter Daughter Son II. 1/5 of annuities 1/5 of residue 1/5 of annuities 1/5 of residue 1/5 of annuities 1/5 of residue 1/5 of annuities 1/5 of residue 1/5 of annuities il/5 of residue IRA See Continuation Schedule(s) attached 1500 cover sheet Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 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 . - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET SCHEDULE J BENEFICIARIES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF~ =~n, FILE NUMBER ...ar~.~,..,., Careth E I 21 - 03 - 0525 RELATIONSHIP TO NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT AMOUNT OR SHARE DO Not Mst Trustee(s) OF ESTATE I'AXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec, 9116(a)(1.2)] Brian Bonner 136 Burnt House Road, Carlisle, PA Grandson Automobile Page 2 of Schedule J REV-'I647 EX+ (9-00)~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCI-EDULE M (Check Box4a on Rev-1500 Cover~ i ESTATE OF Marsland, Careth E ~FILE NUMBER 21 - 03- 0525 This schedule is appropriate only for Estates of decedents dying after December 12, 1982. This schedule is to be used for all future interests where the rate of tax which will be applicable when the future interest vests in possession and enjoyment cannot be established with certainty. Indicate below the type of instrument which created the future interest and attach a copy to the tax return []Will []Trust [] Other O6 I1. III. IV. Beneficiaries NAME OF BENEFICIARY i RELATIONSHIP DATE OF BIRTH For decedents dying on or after July 1, 1994, if a surviving spouse exercised or intends to exercise a right of withdrawal within 9 months of the decedent's death, check the appropriate block and attach a copy of the document in which the surviving spouse exercises such withdrawal right. II Unlimited right of withdrawal [] Limited right of withdrawal Explanation of Compromise Offer: The Viatical Investment, Contract # P002566 holder, Beneficial Assistance, was sent to Bankrupcy Court. It has since been assigned to Premium of America, LLC which has pooled all of the contracts and projects to pay out approximately 90% of the money due the holders of the contracts. This payout will take place over the next 5 to 7 years.. The initial investment was $50,000 with a maturity amount of $80,000. Due to the uncertainty of the investment, and the time of payout, it has been valued at 30% of the maturity value of $80,000. Summary of Compromise Offer: 1. Amount of Future interest: 2. Value of Line 1 exempt from tax as amount passing to charities, etc. (also include as part of total shown on Line 13 of Cover Sheet) 3. Value of Line 1 passing to spouse at appropriate tax rate Check One [] 6% [] 3% [] 0% (also include as part of total shown on Line 15 of Cover Sheet) 4. Value of Line 1 taxable at lineal rate [] 6% [] 4.5% (also include as part of total shown on Line 16 of Cover Sheet) 5. Value of Line I taxable at sibling rate (12%) (also include as part of total shown on Line 17 of Cover Sheet) 6. Value of Line 1 taxable at collateral rate (15%) (also include as part of total shown on Line 18 of Cover Sheet) 7. Total value of Future Interest (sum of Lines 2 thru 6 must equal Line 1) 0.00 Ct ';'004 -~" "-'"' ' ' ' 7 ~. MAR ~ ~ 2004 INHERITANCE TAX RETURN DE.T ...... RESIDENT DECEDENT MarsJand, Careth E 06/18/2003 I 1/02/1928 FILE NUMBER 21 03 0525 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 060-22 044? THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER [] I OdginalReturn [] 2 SupplementalReturn [] 3 RemainderReturn(dateofdeathpriorto121382) [] 4 UmitedEstate [] 4a FuturelnterestCompromise(dateotdeatbafter [] 5 FederalEstateTaxRetumRequired 121282) [] 6 Decedent Died Testate (Attach copy [] 7 Decedent Maintained a LivLng Trust (At[ach 8 Total Number of Safe Deposit Boxes of Will} copy of Trust) ~.~[--] 9. Litigation Proceeds Received Fl lo Spousal Poverty Credit (date of dealh between [] 11 Election to tax under Sec 9113(A) fAttach Sch O) 12 31-91 and 1 1 95) NAME COMPLETE MAILING ADDRESS Thomas J. Ahrens FIRM NAME (11 applicable) I Ahrens Law Offices, P.C. TELEPHONE NUMBER 717/697-1800 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Padnership 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 BiIling Requested (7) 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 5521 Carlisle Pike Mechanicsburg, PA 17055 (9) (10) 133,895.00 None None None None None None 7,629,47 (8) 133,895.00 (11) 7,629.47 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 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 126,265.53 x .045 17.Amount of Line 14 taxable at sibling rate x .1 18. Amount of Line 14 taxable at collateral rate x .1 (12) 126,265.53 (13) (14) 126,265.53 (15) (16) 5,681.95 (17) (18) 19. Tax Due (19) 5,681.95 Copyright 2000 form software only The Lackner Group, Inc. Form REV-1600 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 21 Circle Drive c TY Carlisle STATE PA ZIP 17013 Tax Payments and Credits: 1. Tax Due {Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit lB. Prior Payments C. Discount 6,080,84 (1) Total Credits (A + B + C) (2) 3. Interesl/Penalty if applicable D. Interest E Penalty Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page I Line 20 to request a refund 5. ifLinel+Line3isgreaterthanLine2, enter the difference This is the TAX DUE (5) A. Enter the interest on the tax due. (SA) S. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SB) Make Check Payable to: REGISTER OF WILLS, AGENT 5,681.95 6,080.84 0.00 398.89 0.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Yes No 1. Did decedent make a transfer and: 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 receiwng 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 ~ have examined this return including accompanying schedules and sta[ement s and to the bes[ of my knowtedge and belief it is true correct and complete DecLaration of preparer other than the personal representative is based on all information of which preparer has any kaow[ed§e SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE Careth ~. Krajack r~ .~. - 42 S. Pitt Street /0 - ~}~'~ ~/'/'1 ~ ~-2~-~-/~cz</t~ Carlisle, PA 17013 SIGNAT~b~RE~)F PERSON RESPONSIBLE FOR FIt~G RETURN ADDRESS DATE SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE Thomas J. Ahrens ADDRESS 5521 Carlisle Pike Mechanicsburg, PA 17055 DATE For dates of death on or after Juty 1, 1994 and before January 1, 1995. the tax rate imposed on the net vatue of transfers to or for the use of the sun~ivin9 spouse is 3% [72 PS §9116 (a) (11) (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 PS §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 decedenrs siblings is 12% [72 PS §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 SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Marsland, Careth E 21 - 03 - 0525 All real property owned so e y or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at wh ch property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, beth having reasonable knowledge of the relevant facts, Real property which is jointly-owned with right of surv vorsh p must be disclosed on schedule F, ITEM NUMBER ! House at 21 Circle Drive, Carlisle, PA DESCRIPTION VALUE AT DATE OF DEATH 133,895.00 TOTAL (Also enter on Line 1, Recapitulation) 133,895.00 SCHEDULE H FUNERN.~& ADMINIS'[RATIVE COSTS ESTATE OF Marsland, Careth E Debts ~ decedentmustberepo~edonSchedulel. ITEM DESCRIPTION NUMBER A. FUNERAL EXPENSES: FILE NUMBER 21-03-0525 AMOUNT 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 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 Additional probate fee State Zip 35.00 Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Supplemental I tax filing fee Transfer tax H&R Block 155.00 15.00 1,338.95 Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) 6,085.52 7,629.47 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Marsland, Careth E 3 Deed prep 4 5 6 7 8 9 10 11 ~edul~ H Adminisl~ative Costs cc~nued Real Estate taxes from 6/18/03 to 6/I 1/04 Mortgage satisfaction fee Lawn maintenance from 6/18/03 to 6/11/04 PPL utilities from 6/18/03 to 6/11/04 Waste and trash removal JEM - Environmental Consultant ( mold in house) Middlesex Township Municipal Authority - water/sewer Cost to prepare house for sale 12 PA Income tax due FILE NUMBER 21-03-0525 100.00 1,534.72 27.00 917.86 1,641.93 925.18 300.00 236.43 395.40 7.00 Page 2 of Schedule H BUREAU OF TND'rVTDUAL TAXES INHERTTANCE TAX DTVTSION DEPT. 180601 HARRISBURG, PA 17128-0601 COHHONNEA, LTH OF PENNSYLVANZA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOHANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1G47 EX &FP C01-0S) THOMAS J AHRENS AHRENS LAW OFFICES 5521 CARLISLE PIKE MECHANICSBURG PA 17055 DATE 05-10-200q ESTATE OF HARSLAND DATE OF DEATH 06-18-2005 FILE NUHBER 21 05-0525 COUNTY CUHBERLAND ACN 101 I Aaount Remitted CARETA E HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LZNE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSHENT OF TAX ESTATE OF MARSLAND CARETA E FILE NO. 21 05-0525 ACN 101 DATE 05-10-200q TAX RETURN gAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE RESERVATZON CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es*ate (Schedule A) 2. Stocks and Bonds [Schedule $. Clos®ly Held Stock/Partnership Tntorost (Schedule C) ($) o,. Mortgages/Notes Race'ivable {Schedule D) (fi') S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) ($) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Assets APPROVED DEDUCTTONS AND EXEMPTIONS: 9. Funeral Expens®s/Adm. Costs/MAsc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule T) (10) 11. Total Deductions 12. Net Value of Tax Return Z51000.O0 581051.96 1~797.18 188/165.77 29,910.8q qSq. O0 .00 NOTE: To insure proper .00 credit to your account, .00 submi~ the upper portion of this form with your tax payment. 19. Principal Tax Due TAX CREDITS: PAYMENT RECETpT DATE NUMBER 05-18-200q CD005699 DISCOUNT (+) INTEREST/PEN PAID (-) .00 15. Charitable/governmental Bequests; Non-elected 9115 Trusts (Schedule J} (15) lq. Net Value of Estate Subject to Tax (lq) 2q2,6q8.07 NOTE: zf an assesseent ~as ~ssued previously, l~nes 14, 15 an~e. 16, 17, 18 ~d reflect f~gures that Anclude the total of ALL returns a~sed~~ ~.. da~,~ L~.~O x O0 _ ~:~:~ ~2: .00 ASSESSHENT OF TAX: 1~. Aaount of Line 1~ at Spousal rate 16. Amount of Line lq taxable at Lineal/Class A rate (16) 17. Amount of Line lfi at Sibling rate (17) i~=.00 X 1~ = C: ~ ', .00 18. Amount of Line 1~ taxable at Collateral/Class B rate (18) ~..?iUO* X O0 ~9)== ~i~! ~0,919116 ANOUNT ~ : ~ 17,000.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDIT/ONAL /NTEREST. 6,080.8qCR .00 6,080.8qCR ( ZF TOTAL DUE TS LESS THAN $1, NO PAYMENT TS RE~UTRED. TF TOTAL DUE TS REFLECTED AS A 'CREDZT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE STDE OF THTS FORM FOR TNSTRUCTTONS.) (11) S§ .S~ .Sq (lZ) 2qZ,6q8.07 .00 272,992.91 RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DZSCOUNT: PENALTY: INTEREST: Estates of decadents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Coemonaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class S (collateral) rate on any such future interest. To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). Detach the top portion of this Notice and submit mith your payment to the Register of Nills printed on the reverse side. --Make check or money order payable to: REGISTER OF NILLS~ 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 available at the Office of the Register of Nills, any of the 23 Revenue District Offices) or by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; 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, alloaance, or disalloaance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (603 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. 280601) Harrisburg, PA 17126-0601 Phone (717) 767-650S. 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 (S) calendar months after the decedent's death, a five percent (52) discount of the tax paid is allowed. The 151 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 which became delinquent before January 1, 1982 bear interest at the rate of six (62) percent per annum calculated at a daiIy rate of .000164. All taxes which became doIinquent on and after January 1, 1982 ail1 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 1982 through Z004 ara: Interest Daily Interest Daily Year Rate Factor Year Rate Factor ~ 202 .000548 ~-1991 llZ .000301 1983 162 .000438 1992 97. .000247 1984 117. .0O03OX 1993-199q 71 .000192 1985 13Z .000356 1995-1998 92 .000247 1986 107. .000274 1999 77. .000192 1987 IOZ .000274 7.000 72 .000192 --Interest is calculatad as folloes: INTEREST = BALANCE OF TAX UNPAID Interest Daily Year Rate Factor 20Ol 92 .000247 2002 62 .000164 2003 57. .000137 2004 42 .000110 X NUMBER OF DAYS DELINQUENT X DALLY 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. lEV-1470 EX (6-88) INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 28O6O1 HARRISBURG, PA 17128-0601 3ECEDENT'S NAME FILE NUMBER MARSLAND,CARETH E 2103-0525 ACN. ~EVIEWED BY Kathryn Harbilas 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES The value of this item has been suspended from the appraisement of the return until the A final value can be determined. A supplemental return must be filed when the value of the suspended item is determined. The value of the estate has been adjusted as the result of the correction of an error in arithmetic. Row Page 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDI/o!~pl/l\l'1rt1\'\li5:cF'I(OF Or. INHERITANCE TAX DrV,l~Ql.'c,,"'-~~ '-,' 1..,,- ! PO BOX 280.601 r;,-,~'I~"- r- \.',"! i Q HARRISBURG PA 171Zaj::.ri6'o.l,:' - "'_ '" .'..1 NOTICE OF INHERITANCE TAX APPRAISEnENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX Zone IOf' '4 P:,", 3: 14 ' 1Jt..1'} vh.,';\ \ ~ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-17-2005 MARSLAND 06-18-2003 21 03-0525 CUMBERLAND 101 Ci r-PK nF ~:~=~T;t~~ij~~~~~'r,T 5521 CARLISLE PIKE MECHANICSBURG PA 17055 *' REV-l5~7 EX _FP (12_041 CARETA E AJlount R...itted 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 ~ ~I:V :r~1;".Eic..Al!p..rDr:6!~..N6'ITCE.iij!'.'l:NHER'Y'i'AN.CrTAX.A.PP~AYsEiI.EN':..ALliiwANc"E.oii......_....... ... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MARSLAND CARETA E FILE NO. 21 03-0525 ACN 101 DATE 01-17-2005 TAX RETURN WAS: (X 1 ACCEPTED AS FILED 1 CHANGED NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rat. (15) 16. Allount of Line 14 taxable at Lineal/Class A rat. (16) 17. Allaunt of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due .00 X 00 = .00 368,913.60 X 045 = 16,601.11 .00 X 12 = .00 .00 X 15 = .00 1191= 16,601.11 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN 1. Real Estate (Schedule A) (1) 2~ Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule CJ (3) 4. "ortgages/No~es Receivable (Schedule DJ (4) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (S~hedule F) (6) 7. Transfers (S~hedule G) (7) 8. Total Assets NO. 01 133,895.00 .00 .00 .00 .00 .00 .00 (81 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule Il 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) 1101 7,629.47 .00 1111 1121 1131 1141 NOTE: To insure proper credit to your 8ccount~ submit the upper portion of this for. with your tax payment. 133,895.00 7 679 47 126,265.53 .00 368,913.60 rAX C DITS: eAl ,+J AI10UNT PAID DATE NUHBER INTEREST/PEN PAID (-1 03-18-2004 CD003699 .00 17,000.00 TOTAL TAX CREDIT 17,000.00 BALANCE OF TAX DUE 398.89CR INTEREST AND PEN. .00 TOTAL DUE 398.89CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATIDN OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIREO. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR1, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. 1 ~S V, Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 5/18/2005 KRAJACK CARETH 42 SOUTH PITT STREET CARLISLE, PA 17013 RE: Estate of MARSLAND CARETH E File Number: 2003-00525 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/18/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~:~~ REGISTER OF WILLS cc: File Counsel Judge ~ PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE EST ATE. IF EST A TE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER RULE 6.12 Name of Decedent: Cfl J( ~ -r 1-1 E. fJ1 J11f S L fI 'AJ D Date of Death: c; - III -' 0 '3 Estate No.: 2..1 - 0'3 - 52. S 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 No V 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: Jl;::>f - ZOO 5 (date) 3. If the answer to No.1 is yes, state the following: A. Did the personal representative file a final account with the court? Yes No B. The separate Orphans' Court No. (if any) for the personal representative's account is: (Not Applicable in Dauphin County) Did the personal representative state an account informally to the parties in interest? Yes No 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. c. D. ...-; Si~"::: 41--- WiJ mill J. f)}/ ,er-IV_f Name (Please type or print) ~521 C/leUSLf r; ie H~CII/lIu}L<.hLJlll" PJ4 i/05D Address ) Date: 0--- 8~ 0 5 (MAH:rmtJ AM3) 7/7--,~Cj1-, JeaD Telephone No. Capacity: Personal Representative ~ Counsel for Personal Representa~ R.W. - 58 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/25/2006 KRAJACK CARETH 42 SOUTH PITT STREET CARLISLE, PA 17013 RE: Estate of MARSLAND CARETH E File Number: 2003-00525 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing is due by: 6/18/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ /: Glenda Farner Strasbaugh Clerk of the Orphans I Court cc: File Counsel Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/25/2006 MARSLAND STUART 29 CHRISTINA AVENUE BILLERICA, MA 01821 RE: Estate of MARSLAND CARETH E File Number: 2003-00525 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/18/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ /' Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel f-- In Re: Estate of MARSLAND CARETH E ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2003-00525 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: KRAJACK CARETH Counsel for Personal Representative: Date of Decedent's Death: 6/18/2003 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: ~ rn nJ -D co co nJ ~ Postage rn CI Certified Fee CI CI Return Rec/ept Fee (Endorsement Required) CI Restricted Delivery Fee LI1 (Endorsement Required) rn ....., Total Postage & Fees $ 7/10/2006 ~~~ (0 . (2- l Oposf!a~ o 3-?; . Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and address on the reverse . sotnat we can return the. card to you. , . Attach this card to the back of the mail piece, or on the front if space permits. 1. Article Addressed to: D Agent D Address~ B. Received by ( Printed Name) xFF Kf2ASAd D. Is delivery address different from item 1? If YES, enter delivery address below: C. Date of DelivSi 7 "I 6-66 DYes D No KRAJACK CARETH 42 SOUTH PITT STREET CARLISLE PA 17013 / le,dfce Type ; Certified Mail o Registered D Insured Mail D Express Mall D Return Receipt for Merchandl~ DC.C.D. ~ , CI CI ("- ntTo .St.----.--------u ~ r edt f<.rv..J, IA 11 reet Apt No' _n__n_ ----____u...______.__ -_..Y.'::'::: or PO'SoX'NO. ., n---u_.__n..n_____ citY;SiSte: zip+;f - - -. -":' .~. -.- - -; ;--..-"""-' - -- -- - - ---. .n_ - - _ _ __on __ _.. 4. Restricted Delivery? (Extra Fee) DYes 2. . 7004 1350 0003 7288 6237 c . II :" ,---- - In Re: Estate of MARSLAND CARETH E ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2003-00525 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: MARSLAND STUART Counsel for Personal Representative: Date of Decedent's Death: 6/18/2003 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 7/11/2006 ~~~ ,-' u.s. Postal Service CERTIFIED MAIL RECEIPT (Domestic Mail Only; No Insurance Coverage Provided) Glenda Farner Strasbaugh Clerk of the Orphans' Court CJ ~ ...=l ...=l I I Postage $ 1)~L) Certified Fee Postmark Return Receipt Fee 11;'i(6~ (Endorsement Required) Restricted Delivery Fee (Endorsement Required) Total Postage & Fees $ ~--- sn resentative CJ tr ~ L11 .J] CJ CJ CJ C] ~ 0 ru ~Th . ~ \ r=l .Sireei:;.,jXiio:---- JLvtfn--------fL~Slq/!J4-- CJ or PO Box No. ~ .Ciiy,.Sta"ie."ZiPPi'---- r l_ Register of Wills of Cumberland Connty STATUS REPORT UNDER RULE 6.12 Name of Decedent: (! 11 f( ~ ., p P. I/IJ J9 RJ LA Ai b Date of Death: &:, - ) ~ ... 2-00 3 Estate No.: d 0 0 j - c;:J 5 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 0 No ~ 2. lithe an~vver is No, state when the personal representative reasonably believes that the administration will be complete: ? - /$ ... tJ h 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 0 No 0 b. The separate Orphans' Court No. (ifany) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. . -riA ~ I Slgnatute 1/-1 bMrI J J I /I JI ~~J1.) J Name Date: 7 -I 3 - D0 557..1 u,/<t1JIt.. A'h Address IV/. f. ( H 11 yV I CJ tV/lt,) fJA ) 7 D 5 [) 7/7 J ~9 7 - I f3 0 0 Telephone No. ..C,apacity: D!:dJersonal Representative \ 2. \ ~ J L \.- :, j!, MCounsel for personal representative c ........ ... e 4 l- .. o oa. ! ,. l .i G\ (!) \ - ~ ....,.- ~ -:: o \ W <it_ Vi til V) U'! - 6\ bl 10 - "" itO 0 - n OCOtt \ WO<t 0\ C<t.') ~ - ~ (t ~ WtJlO 0 - VJ. <t. u.. ~ .,..t 0\110 t-J\- (!l 'Z. <I. \il 0\ - !!. ([ .J 0\ :: (l) ?\l.i€ll ci -:. I R 'i~~ ~ ~ ill (>)- t' 0 h ;::: o :z: r 1'-- ::a=g; hI O~- tij ~ t.l l"i Z _ N y.:, t-i ~ c 8 c:-...J (;ro;) ...-4 ~ ~J u s z ~ rJ .-4 ';:IN ';Z,d) j:U.-4 'i:-''?O ~~ d. ';:J.a:6 t-'';Zp en ~ ~ ~(j)U ZH~, .=:l:~tu ..:l u " en r-_~ ~0'~ ~Ncn - ... ~ o ":;) ~-~ ~'S ~ .... fit €> "a ~ ~ m Q.i ~ ~~I ~ '5' ~ 0''';' ~~,p~o .'.., q)t ~ ~ ~r.:: . ~"'yO > ~'"'~ '€< ". ~ ~ l;,) ~ ;:l p... o ~ t>.,9'" <'""0' ~ 'g ~ 't' ~ . ~ ~ ~ ~ '; ~~~ou "a~ ~~ ~~ ~ '6't ~ 10 o ..... t'1l ..1 ..... t- O ~ ~ \' " \ .;:'i~Y) ~":-T sn\j~ o Ul \ , ..' t<l ~ ('0\ \ r" .:--\ It" "., ..t. ..4 ('.l '" ...4 ,,' \,., . · "",0 · ~'Gio ~ 'Y.:<B":).~~ . . 9..~~~.\1"''''9.- "Y. (l,1~"",~~ ~ ~~~ce,'1l~' · ~ do~~~(\'!-;:lf~ ')! ~';:?;.~':;)~ "'!2 Q. _iJlO';2.~'iJl ~ ~ \ O~~~~~ ~-\~tp . ~~a(O~~~ ~ (J). 0. 'O~o-O \:.-I G. c\ '0 ~ do? (l,1 ~.\ ~ .~ '37. .' ~ ~ ~ Q. ~ V' '-P ~ ~ d' ~ % ~ <P ~0 0 ~~~~iii~ OtP ~'f:ao~~ "ri ~ U1 ~. 9,.. ~ ';) '11! Cl y 'dM \P~o~~~ .-? 'k' C. ~"'" ~ '&.7 ~'P ~ %~l'"\ .~ ~.... ~ ~ ~ ~n ~ lil Ot>1 ~ y~ ~ ~~ y . Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 N f D d t Careth E. Marsland ame 0 ece en : Date of Death: 06/18/2003 1 ...._" Estate No.: 030525 . ::':j ~ Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report t{le followin~ with respect to completion of the administration of the above-captioned estate: -.J 1. State whether administration of the estate is complete: Yes [8] No 0 2. Ifthe 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 0 No f8l 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 J8l No D c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. I .)_ Date: /2.- () 0/ J1v/ ~. Signatur~ Thomas J. Ahrens Name 5521 Carlisle Pike Address 717-697-1800 Telephone No. Capacity: 0 Personal Representative ~ Counsel for personal representative f"-.) (:;;::> 1=-",:> 0' n r-l~ >; :u , ) i '1 ! ',':::; " ~