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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~