HomeMy WebLinkAbout03-0531 PETITION FOR PROBATE and GRANT OF LETTERS
Estateof TEENA M. KEISYER No.
also known as .TEENA MARIE KEISTER To:
Register of Wills for the
, Deceased. County of .¢UMla£RLAHO
Social Security No. 166-48-7621 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut or
in the last will of the above decedent, dated MARCH 22~ '1999
and codicil(s) dated NONE
in the
named
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in .~UMBERLAND County, Pennsylvania, with
h er last family or principal residence at 335 South (~ueen Street, Shipoensbur_q, Shippensbur~l
Borough~ Pennsylvania
(list street, number and municipality)
Decedent, then 43
years of age, died .~t2§tO0
at Carlisle Hospital~ Carlisle~ PA
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 ora killing and was never ajudicated
incompetent:
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: ~
$
$
$
$
241000.0n
0.0n
0.00
0.00
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
thereon.
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
Elwood C. Keister, 71 Taylor Drive
Ronks PA 17572
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF CUMgERLANO
The petitioner(g) .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 _tru~.~y admc,ister the estate acc. ording to law.
Sworn to or affirmed and subscribed
be~o. re me this eL-'( dayof
No.
Estate of TEENA M. KEISTER
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW. ~'---'~1~._(~ ~
; , in consideration of the petition on
the reverse side hereof, satisfacto~ proof having been presented before me,
IT IS DEC~ED that the ins~ent(s) dated
described therein be admired to probate and filed of record as the last will of
and LeNers Testamenla~
are hereby ~anted to
Elwood C. Keister
FEES
Probate, Letters, Etc ......... $ '~7~. ~
Short Certificates ( ~,. ) ~ ..... $ (.o, (~
TOTAL. $ ga'O0
2fi, .........
Register of Wills / J
2M4;,~;I R. Walters Ill, Esquire '
ATTORNEY (Sup. Ct. I.D. No.)
54 East Main Street
Mechanlcsburlt PA 17055
ADDRESS
717-697-4650
PHONE
LAST WILL AND TESTAMENT
I, TEENA M. KEISTER, a resident of Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this to be my LAST WILL
and TESTAMENT, hereby revoking any and all Wills and Codicils
previously made by me.
I
I declare that I am married to ELWOOD C. KEISTER, JR. and that
I have two children, KATINA M. PREVETTE and THERESA M. WARDEN, and
four (4) stepchildren, CHRISTAL. BOYER, ANITA J. THIEL, CARLA D.
LENNIN and VANESSA A. CAMPBELL.
II
I direct that all my just debts and funeral expenses shall be
paid from my residuary estate as soon as practicable after my
decease.
III
I direct that all taxes that may be assessed in consequence of
my death, of whatever nature and by whatever jurisdiction imposed,
shall be paid from my residuary estate as a part of the expense of
the administration of my estate.
IV
I give, devise and bequeath all my property, whether real or
personal, wherever situate, including any property over which I may
have a power of appointment, to my husband, ELWOOD, provided that
he survives me by thirty (30) days.
V
If my husband, ELWOOD, shall predecease or fail to survive me
by thirty (30) days, I give, devise and bequeath all of my
property, whether real or personal, wherever situate, including any
property over which I may have a power of appointment, to my
children, KATINA and THERESA, and my stepchildren, CHRISTA, ANITA,
CARLA and VANESSA (less $10,000.00 that I already gave to VANESSA),
in equal shares, per stirpes.
VI
It is my desire that THERESA be permitted to continue to
manage the operation of the H & R Block office which I own in
Shippensburg. The share of my estate which I have given to THERESA
may be utilized by her to apply toward the purchase of the office.
She shall be given the first right to purchase the business.
VI
I nominate, constitute and appoint my husband, ELWOOD, as
Executor of this LAST WILL, to serve without bond. If my husband
is unable or unwilling to act in that capacity, then I nominate,
constitute and appoint my uncle and aunt, JOHN WALKER and NANCY
WALKER, as Co-Executors of this LAST WILL, to serve without bond.
IN WITNESS WHEREOF, I, TEENA M. KEISTER, have set my hand to
this LAST WILL this 22nd day of March, 1999.
Signed, sealed, published and declared by the ~e-named
TEENA M. KEISTER, as and for her Last Will and Testa~, in the
presence of us, who, at her request,an~ in h~ pr~sen~ ,/ and in the
presence of each other, have hereunto s~/~ed~o~r names as
witnesses. ///~ // ~/~/: ~
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA :
COUNTY OF CUMBERLAND :
ss.
I, TEENA M. KEISTER, Testatrix, whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my LAST WILL; that I signed it as my free and
voluntary act for the purposes therein expressed.
TMENA M. KEIS~ER
Sworn or affirmed to and acknowledged before me by TEENA M.
KEISTER, Testatrix, this 22nd day of March, 1999.
Notary Public
Notarial Seal
Diane M. Smith, Notary Public
Mechanicsbu~g Boro, Cumberland County
~¥ Commission Expire~ June 22, 2000
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA :
COUNTY OF CUMBERLAND :
ss.
the witnesses whose names are signed to the attached or foregoing
instrument being duly qualified according to law, do depose and say
that we were present and saw Testatrix sign and execute the
instrument as her LAST WILL; that TEENA M. KEISTER signed willingly
and that she executed it as her free and voluntary act for the
purposes therein expressed; that each of us in the hear%ng and
sight of the Testatrix signed the Will as witnesses; and/that to
the best of our knowledge, the Testatrix was at the tim~/18 years
of age or more, of sound mind and un~er/no~i0~trai~ or undue
influence. ~j ///~ //
Sworn or affirmed to and acknowledged before me
this 22nd day of March, 1999.
Not~y Public
Notarial Seal
Diane M. Smith, Notary Public
Meohanicsburg Boro, Cumberland County
My Commis$ron Expires June 22, 200d~
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: TEENA M. KEISTER
Date of Death:
February 26, 2000
Wdl No.
2003-0531
Admin. No.2003-0531
To the Register:
I certify that notice of (beneficial interest) estate administration 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 June 30, 2003.
Name Address
Elwood C. Keister 71 Taylor Drive, Ronks, PA 17572
Notice has now been given to all persons entitled ther~o
NONE
Date: July 11, 2003
Murrel R. W ilters, III, Esquire
54 East Main Street
Mechanicsburg, PA 17055
(717) 697-4650
Capacity:
__ Personal Representative
X Counsel for personal representative
gg: Lt ]nr' gO.
;:V-1500 EX + (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL
KEISTER, TEENA M.
DATE OF DEATH (MM-DD-Year)
02/2612000
INHERITANCE TAX RETURN
RESIDENT DECEDENT
a/k/a KEISTER, TEENA MARIE
IDATE OF BIRTH {MM-DD-Year)
05/1411956
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
KEISTER~ ELWOOD C. JR.
OFFICIAL USE ONLY
FILE NUMBER
2 I -0 3 0 5 3
COUNTY COOE YEAR NUMBER--
SOCIALSECURITYNUMBER
I 6 6 -- 4 8 -- 7 6 2 I
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
r~11. Odginal Return
D4. Limited Estate
r~16. Decedent Died Testate (Aaach copy of
~-19. Litigation Proceeds Received
r-'l 2. Supplemental Retum
~--J 4a. Future Interest Compromise (date of death after 12-12.82)
[~7, Decedent Maintained a Living Trust (Attach copy (~fTrust)
r"l 10. Spousal Poverty Credit (date oi'death between 12-31-91 and 1-1-95)
["'-~ 3. Remainder Return (date of death pdo~to 12-13-82)
--]5. Federal Estate Tax Return Required
__ 8. Total Number of Safe Deposit Boxes
r-'~ 11. Election to tax under Sec. 9113(A) (Attach Sc~ O)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
COMPLETE MAILING ADDRESS
NAME
MURREL R. WALTERS III ESQ
FIRM NAME (If Applicable)
TELEPHONE NUMBER
717/697-4650
54 EAST MAIN STREET
MECHANICSBURG
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (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)
D 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)
11. Total Deductions (total Lines 9'& 10)
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)
35~668.44
(8)
847.00
(11)
(12)
(13)
PA 17055
0 OFFI(~jAL~usE ONLY
35~668.44
847.00
34;821.44
14. Net Value Subject to Tax (Line 12 minus Line 13)
(14)
34;821.44
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
17. Amount of Line 14 taxable at sibling rate
18, Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
34;82t.44 X .0 (15)
X ~ (16)
X .12 (17)
X .15 (18)
(19)
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's Complete Address:
STREETADDRESS
335 SOUTH QUEEN STREET
CiTY
SHIPPENSBURG
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Interest/Penalty if applicable
D. Interest
E. Penalty
STATE PA
ZIP
17257
Total Credits ( A + B + C ) (2)
Total Interest/Penalty ( D + E )
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
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.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3)
(4)
(5)
(SA)
(5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ........................................................................... [] []
b. retain the dght 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 secudty 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 return, 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 information of which preparer has any knowledge.
ADDRESS ELWQOD C KEISTER
7'f/T~YL(~
SIGNATU RE OF ~/~0T~/~S..E N TATIVE
ADDRESS MURREL R WALTERS III ESQ
54 EAST MAIN STREET; MECHANICSBURG
PA 17572
PA 17055
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 retum 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 P~NNSYLVANIA
INHERITANC~TAXRETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS,& MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
KEISTER. TEENA M. a/k/a KEISTER. TEENA MARIE 21 Q~
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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 35,668.44
BALANCE DUE UNDER INSTALLMENT CONTRACT OF SALE OF H & R BLOCK
FRANCHISE
TOTAL (Also enter on line 5, Recapitulation)
357668.44
(If more space is needed, insert additional sheets of the same size)
RE?-1511EX + (1-97~ ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
KEISTER. TEENA M. a/k/a KEISTER. TEi~NA MARIE
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21 03
0531
ITEM
NUMBER
DESCRIPTION
FUNERAL EXPENSES:
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s)
Social Secudty Number(s) / EIN Number of Personal Representative(s)
Street Address
City State
Year(s) Commission Paid:
Attomey Fees MURREL R WALTERS III ESQ
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Zip
Street Address
city
Relationship of Claimant to Decedent
State Zip
Probate Fees REGISTER OF WILLS CUMBERLAND COUNTY
Accountant's Fees
Tax Return Preparer's Fees
AMOUNT
750.00
97.00
TOTAL (Also enter on line 9, Recapitulation) $
847.0n
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX + (9
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAXRETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
KEISTEF. TEENA M. a/k/a KEISTER, TEENA MARIE
NUMBER
II.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
ELWOOD C KEISTER JR
71 TAYLOR ROAD
RONKS, PA 17572
FILE NUMBER
21 03
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
SURVIVING SPOUSE
100%
0531
AMOUNT OR SHARE
OF ESTATE
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
BUREAU OF iNDiViDUAL TAXES
TNHERZTANCE TAX D/VZSXON
DEPT. 280601
HARRTSBURG, PA 17128-0601
COHHONWEALTH OF PENNSYLVANIA
DEPARTNENT OF REVENUE
NOTICE OF ZNHERZTANCE TAX
APPRAZSEHENT, ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
REV-X~i7 EX AFP
HURREL R WALTERS TT! ESQU'''
54 E HAXN ST
HECHANICSBUR$ PA 17 g. 55
DATE 10-13-2003
ESTATE OF KEISTER
DATE OF DEATH 02-26-2000
FXLE NUHBER 21 03-0531
~i!COUNTY CUHBERLAND
ACN 101
TEENA H
CUT ALONG THXS LXNE ~
Amount Remi~tsd I
HAKE CHECK PAYABLE AND RENTT PAYNENT TO:
REGTSTER OF WTLLS
CUHBERLAND CO COURT HOUSE
CARLTSLE, PA 17013
RETAIN LOWER PORTION FOR YOUR RECORDS -~
REV-X547 EX AFP (OX-03) NOTXCE OF XNHER]:TANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTXONS AND ASSESSHENT OF TAX
ESTATE OF KETSTER TEENA HFZLE NO. 21 03-0531 ACN 101 DATE 10-13-2003
TAX RETURN NAS: ( X } ACCEPTED AS FILED { ) CHANGED
RESERVATION CONCERN]:NG FUTURE ]:NTEREST - SEE REVERSE
APPRA/SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. ReaX Estate (ScheduXe A)
2. Stocks end Bonds (Schedule B}
3. CXoseXy Held Stock/Partnership Xnterest (Schedule C)
~. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Nisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Tote1 Assets
APPROVED DEDUCTIONS AND EXEHPTIONS:
9 Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule N)
10 Debts/Hortgege kiebiXities/Liens (Schedule X)
11 Tote1 Deductions
12 Net Value of Tax Return
15
(1)
(2)
(3)
(~)
(S)
(6)
(7)
(9)
(10)
CheritebXe/Governeental Bequests; Non-elected 9115 Trusts (Schedule J)
Net Value of Estate Subject to Tax
.00
35/668.44
.00
.00
.00 NOTE: To insure proper
.00 credit to your account,
.00 submit ~hs upper portion
of this form with your
tax payment.
(8)
847.00
.0O
NOTE:
35,668.44
ASSESSHENT OF TAX:
15. Amount of Line 1~ et Spousal rate
16. Amount of Line 1~ texeb/e et Lineal/Class A rate
17. Amount of Line X~ et SibXing rate
18. Aeoun~ of Line 1~ taxable et Colletsrel/Cless B rate
19. Princlpel Tax Due
TAX CREDXTS:
PAYfl~NT RI~C[TpT DXSCOUNT
DATE NUHBER INTEREST/PEN PAiD (-
(1.;) 34,821.44 X O0 = .00
(16) .00 X 06 = .00
(17) .00 x O0 = .00
(18) .00 x 15 = .00
(19)= . O0
AHOUNT PAXD
ZF PAiD AFTER DATE iNDiCATED, SEE REVERSE
FOR CALCULATION OF ADDiTiONAL /NTEREST.
Ntll
TOTAL TAX CREDZT
BALANCE OF TAX DUE
~NTEREST AND PEN.
TOTAL DUE
.O0
.00
.00
.00
( XF TOTAL DUE XS LESS THAN $1, NO PAYHENT ZS RE~U/RED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SiDE OF THZS FORN FOR INSTRUCTIONS.)
Zf an assessment #as issued previously, 11nes 14, 15 and/er 16, 17, 18 and 19
re~lect figures that include the total of ALL returns assessed to date.
(11) 8~7. tiff
(12) 34,821.44
(15) . O0
(1~) 34,821.44
RESERVATION:
PURPOSE OF
NOTICE:
PAYNENT:
REFUND
OBJECTIONS:
ADHIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decadents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of tho decedent after the expiration of any estate for
life or far years, the Co--onaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the laaful Class B (collateral) rate on any such futura interest.
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit aith your payment to the Register of Hills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF HILLS, AGENT
A refund of a tax credit, ahich acs not requested on the Tax Return, may be requested by completing an "Application
for Refund of PennsyLvania Inheritance and Estate Tax" (REV-IS13). Applications ara avaiLabLe at the Office
of the Register of NitXs, any of the 25 Revenue District Offices, or by ceiling the special Z4-heur
ansaaring service for fores ordering: 1-800-362-2050; services for taxpayers aith special hearing and / or
speaking needs: 1-800-447-3020 (TT only).
Any party in interest not satisfied aith the appraisement, alloaanca, or disallowance of deductions, or assessment
of tax (including discount or interest) as sheen on this Notice must object .ithin 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,
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
OR
Factual errors discovered on this assessment should be addressed in ~riting to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assasseant Reviaa Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page S of the booklet "Instructions for Inheritance Tax Return far a Resident
Decedent" CREV-1501) for an explanation of administratively correctable errors.
If any tax due is paid aithin three ($) calendar months after the decedent's death, a five percent (52) discount of
the tax paid is alloaad.
The 152 tax amnesty non-participation penalty is computed on tho total of the tax and interest assessed, and nat
paid before January 18, 1996, the first day after the end of the tax alnasty period. This non-participation
penalty is appealable in the same manner and in the the same tiao period as you mould 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 data of
death, to the date of payment. Taxes ahich became delinquent before January 1, 1982 bear interest at the rate of
six (62) percent per annum calculated at a daily rate of .000164. All taxes ahioh became delinquent on and after
January 1, 1982 ail1 bear interest at a rate ~hich ~i11 vary from calendar year to calendar year ~ith that rate
announced by the PA DapartJaent of Revenue. Tho applicable interest rates for 1982 through 2005 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 ZOZ .000548 1987 9Z .000Z47 1999 7Z . OOOXgZ
1985 162 .000438 1988-199I 117. .000301 ZOO0 82 .000219
1984 112 .000501 1992 92 .000247 2001 92 .000247
1985 132 .000356 1993-1994 72 .ODOXgZ ZOOZ 62 .000164
1986 IOZ .000274 1995-1998 97. .00D247 Z005 52 .000157
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent .i11 reflect an interest calculation to fifteen (15] days
beyond the date of the assessment. If payment is made after the interest computation date sheen on the
Notice, additional interest must ba calculated.
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 1/10/2005
WALTERS MURREL R III
54 E MAIN STREET
MECHANICSBURG, PA 17055
RE: Estate of KEISTER TEENA M
File Number: 2003-00531
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 will become delinquent on: 2/26/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLEN-DA FARNER STRASBAUGH
REGISTER OF WILLS
cc:
File
Personal Representative(s)
Judge
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY
UNTIL COMPLETION
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
Teena M. Keister
February 26, 2000
Will No.
2003-0531
Admin No. 2003-0531
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court rules, I report the following with
respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes___X___ No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete
(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___X_
B. The separate Orphans' Court No. (if any) for the personal representative's
account is: (Not Applicable in Dauphin County)
C. Did the personal representative state an account informally to the parties
in
interest:
Yes ___X_
No
D.
Copies of receipts, releases, joinder
accounts may be filed with the 1
attached to this report.
of formal or informal
ns' Court and may be
Date: JanuarY 20, 2005
MURREL R. WALTERS, III, ESQUIRE
54 East Main Street
Mechanicsburg, P A 17055
717-697-4650
Capacity:
Personal Representative
_X_ Counsel for Personal Representati~