HomeMy WebLinkAbout04-0809CERTIFCATION OF NOTICE UNDER RULE 5.6(A)
Name of Decedent:
Date of Death:
Will No.: ~ /-- ~ ~-/t -- ~"0 q
To the Register:
Admin No.:
I certify that notice of(beneficial interest) estate administration required by Rule 5.6(a) of thc Orphans' Court Rules
was served on or mailed to the following beneficiaries of the above-captioned estate on .~--~, ~ ,~ OD ,~ :
Name Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Signature
Name
Address
Telephone
Capacity:
[] Personal Representative
[] Counsel for personal representative
('/
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of ~-~ t
also known as
Deceased.
SociaI Security No. ~ o I -¥ ~ - '~ ~
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executo
in the last will of the above decedent, dated
and codicil(s) dated
To:
Register of Wills for the
County of .~ff..t~t~_,~.tt--~-L in the
Commonwealth of Pennsylvania
named
,+9-
(state relevant cirenmstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled al death in go n,,s~ cn ,¢o ~ County, Pennsyly, ania, with
h ~-~ last family or principal residence at 707 e~,Kt
~,~c~4 ~ ~ ~
(list strut, number and muncip~ity)
D~endent, then ~ ~ years of age, died ~
Except as follows, decedent did not marry, w~s 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 ~d was never adjudicated
incom~tent:
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 I~j'f°
situated as follows:
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
OATH OF 'PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA -I
COUNTY OF (~o ~ ~s ~- rt t.-t, ~ f ~s
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 administer the estate according to law.
Sworn to or affirmed and subscribed
~t ~*~'
before me this __ __ day of
Estate
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW
the reverse side hereof, sathfactory proof havin~ been presented before me,
IT IS DECREED that the instrument(s) dated ~('A
described therein be admitted to probate and f'fled of record as the last will of,
are hereby granted to ~'-~c-k:-~' (~r.
~-~ [ ~)C)c( l~c . in consideration of the petition on
Probate, Letters, Etc ..........
Short Certificates( )
~ TOTAL
....
ATTORNEY (Sup Ct. I.D. No.)
ADDRESS
PHONE
105 905MS ]KEV.(01/03)
This is to certify that this is a true copy of the record which is on file in the Pennsylvania Division of Vital Records in accordance
with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
042830G
No.
Charles Hardester
State Registrar
~ate
CERTIFICATE OF DEATH
:.201 '-t-6 z~645 [~.10,2003
John ~oger Dunn
93 ~ i ~ . y 21,1910 ~c~ti,~ ~ ~--~ ~
~1~ ~ ~1~ [~ ~ssi~ Villa~ ~
~t ~yst ,~ ~ly ~t , 6 ~'~*~ f~a~ W~
~c~,PA 17055-8408 ~ '~.~ ~1~ ~ ~
Robert J. Trace
~/¢d,/,/I
LAST WILL AND TESTAMENT
I, JOHN ROGER DUNN, of the Township of Upper Allen, County of
Cumberland and State of Pennsylvania, being of sound mind, memory and understanding
do make, publish and declare this as and for my Last Will and Testament, hereby
revoking and making null and void all Wills and Testaments, or writings in the nature
thereof by me at anytime heretofore made.
First: I give, devise and bequeath all of my property real, per~ andk~i' mixe~
· .1~, Dun~h
of whatsoever nature and wheresoever situate to my w~fe, Alfarata L~ ~an er heirsl
~oJ ,
and assigns· '-'
,
Second: In the event that my wife Alfarata Lillian Dunn shoUld prede~ase
I then give, devise and bequeath all of my property real, personal and/or mixed of
whatsoever nature and wheresoever situate to PNC Bank, in trust for Tomelyn Dunn
Miley or her issue. Trustee shall pay interest only on the principal sum and no invasion
of principal shall be permitted. This trust shall terminate on the divorce or death of
Lawrence Miley, Sr. and trustee at that time, shall make distribution of principal and
accumulated interest to Tomelyn Dunn Miley or her issue.
Third: All transfer inheritance or succession taxes shall be paid out of my estate.
Fourth: (a) I authorize and empower my executor or executrix, for the payment
of debtrs or for any purpose of administration or distribution, at any time within two
years from the date of my death, to sell all or any of my real estate, at public or private
sale, for such prices and upon such terms as to cash or credit as she or he may deem best,
and to execute deeds of conveyance thereof, without liability on the part of the purchasers
to see to the application of the purchase monies. This power shall not be construed to
work a conversion of my real estate, unless and until the power is actually exercised, nor
shall this power be construed to extend the lien of debts.
(b) I authorize my executrix or executor to retain all stocks, bonds and
other investments make by me for distribution in kind, or in her or his
discretion, to sell and transfer the same, either in person or by
attorney, without liability in the part of the purchasers to see to the
application of the purchase monies.
Fifth: This Will consists of Two (2) pages.
Sixth: I appoint Robert J. Trace to be the Executor of this Last Will and
Testament and if he be deceased or incompetent to serve, I then appoint Margaret
T. Foster to be the Executrix of this My Last Will and Testament.
In WITNESS WHEREOF, I have hereunto set my hand and seal this
day of October, ~1. ~ o 2.
Signed, sealed, published
And declared by the Testator
above named, as and for his
Last Will and Testament, in
The presence of is who have
hereunto, at his request,
subscribed our names in his
presence and in the presence
of each other as witnesses hereto.
2
SS
Commonwealth of Pennsylvania
County of Cumberland
We, I,.~t./. ~o~ea ,~o,a,,/ , Su~,.a 'r. ~"l;w-r'o~a ,and
fl,~,~e,~..~- ~. 5'~t~ ,theTestato~. and the witnesses, respeetively,
whose names are signed to the attached or foregoing instrument, being first duly sworn
and qualified according to law, do hereby declare to the undersigned authority that we
were present and saw the Testat o o. sign and execute the instrument as k ~'5 Last Will
and Testament and that kt signed willingly(or willingly directed another tO sign for ),
and that ,~- executed it as h free and voluntary act for the purposes therein expressed,
and that each of the witnesses, in the presence of hearing &the Testato ~. signed the Will
as witness and that to the best of his or her knowledge the Testat o ~, was at that time
eighteen (18) years of age or older, of sound mind and under no constraint or undue
influence, and I, the said Testat 0 ~, , so herebyacknowledge that I signed and executed
the instmmem as my Last Will and Testament, that I signed it willingly, and that I signed
it as my free and voluntary act for the purposes therein ¢.xl~ressed.
Subscribed. ~wom to and ack,$~gwlextged Witness
Beforemeby To,~-R*~.~.q ,DoO,4 .
The Testat o ~. . and subscribed and sworn
Tobeforeme by Cas,~t,J -F, ~r-u/T0tO
and 8~.~r~r /~. 7~c~, witnesses,
II~R~-r T. FOSTER, Notary PublicI
[ Camp Hill, Cumberland County I
! M~ Commission Expires Dec. 27, 2004 ~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 12/06/2004
TRACE ROBERT J
331 N 28TH ST
CAMP HILL, PA 17011
RE: Estate of DUNN JOHN ROGER
File Number: 2004-00809
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPH3~NS' 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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 12/11/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Counsel
Judge
GLENDA FARNER STRASBAUGH
Clerk of the Orphans' Court
Glenda Farrier Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau First
Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
ROBERTJ. TRACE, ESQ.
331 N. 28TH ST
CAMP HILL, PA 17011
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
157
01-10-2005
IOHNROGERDUNN
21-04-0809
JA
Fee Desc~ Fee Total
Short Certificates 4.00 $8.00
Total:
$8.00
Checks should be made payable to the Register of Wills. Terms: Net 30.
Please remm one copy of this invoice with your payment. Thank you.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVlDiiAC,<;\&lilolOn O~;:'CF ()~ IIOTICE OF INHERITANCE TAX
IIHRITAIICE TAX DIVISI~,:,(~'!'l1~j r, I - J' APPRAISENENT, ALLOIIANCE OR DlSALLOIIANCE
PO lOX 2&8601 hfr:;;t;:;r;=;:{ \~Fjl LS OF DEDUCTIONS.. AND ASSESSMENT OF TAX ON
_ISIIIlRG PA 17128-0..r ,,'-' L.' , " '- .IlIINTL Y HELD OR TRUST ASSETS
...
REV-l~ EX AFP (03-05)
l~05 HAY I 6 PH 2: 46
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN'DC
ACN
05-16-2005
DUNN
12-10-2003
21 04-0809
CUMBERLAND
201-46-2645
04123709
_t _lttlOd
J~HN
R
CLERK OF
ORPHAN'S COURT
RD8ERTCUMBf:~!\.CI;D CO, PA
704 DAK DVAL
MECHANICSBURG PA 17055
Ii
MAKE CHECK PAYABLE AND REMIT PA~ENT TO:
REGISTER DF WILLS i
CUMBERLAND CD CDURT HDUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
1"'-~'1r"J:~~~'~""'....................................................................................
NOTICE DF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
E 05-16- 05
ESTATE OF DUNN
JDHN
R DATE DF DEATH 12-10-2003
CDUNTY
CU ERLAND
FILE NO. 21 04-0809
TAX RETURN WAS:
S.S/D.C. ND. 201-46-2645
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
04123709
FINANCIAL INSTITUTIDN: PNC BANK
ACCDUNT ND.
5001985481
TYPE DF ACCDUNT: () SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 10-05-1998
Account Balance
Percent Taxable X
A.ount Subject to Tax
Dabts and Daductions
Taxabla Amount
Tax Rata X
Tax Dua
81,891.11
0.166
13,648.79
.00
13,648.79
.15
2,047.32
NDTE: TD INSURE PRDPER CR~DIT TD
YDUR ACCDUNT, SUBMI~ THE
UPPER PDRTIDN DF TiS NDTICE
WITH YDUR TAX PAYM T TD THE
REGISTER DF WILLS THE
ABDVE ADDRESS. MAKE CHECK
DR MDNEY DRDER PAY~LE TD:
"REGISTER DF WILLS,I AGENT."
i
I
TAX CREDITS:
PAYMENT RECEIPT DISCDUNT (+) AMDUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THRDUGH 05-24-2005 TOTAL TAX CREDIT . .00
.
AT THE RATES APPLICABLE AS DUTLINED DN THE BALANCE OF TAX DUE 21, D47 . 32
REVERSE SIDE DF THIS FDRM INTEREST AND PEN. ! 65.61
TOTAL DUE 2!,112.93
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN tl, 110 PAYMENT IS REllUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDrr- ( CRI, YOU NAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I
c:-. ,:, "--
,..~--~----<--~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIV~i'ii~ "WpCC ni: IIOTICE OF INHERITANCE TAX
IIHRITAIICE TAX DIVIStiWJ5rrJLcJ U, ,I L -, APPRAISEMENT, ALLOIIANCE DR DISALLOIIANCE
::;:'=6:~ 171Zl_D6J'iEG\STEH LS OF DE~:r~"HE~ :RSSTE=TE~SSO:T;AX ON
'*
REV-l~8 EX Af'P (o3-D5)
lOD5 HAY 16 PH 2: lJ6
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN,DC
ACN
05-16-2005
DUNN
12-10-2003
21 04-0809
CUMBERLAND
201-46-2645
04123707
_t R_lttlOd
JQHN
R
CLERK OF
ORPHAN'S COURT
ROBERT ~i IM!J~t'~[) en. PA
704 OAK T1VAL
MECHANICSBURG PA 17055
Ii
MAKE CHECK PAYABLE AND REMIT
REGISTER OF WILLS
CUMBERLAND CD COURT
CARLISLE, PA 17013
PAY~ENT
1
HOUSE I
TO:
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
1"'-~'1r"1:~~~~1J.I'.......................................................................~............
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AMD ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
A 05-16-2 05
ESTATE OF DUNN
JOHN
R DATE OF DEATH 12-10-2003
COUNTY
CUM ERLAND
FILE NO. 21 04-0809
TAX RETURN WAS:
S.S/D.C. NO. 201-46-2645
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
P4123707
FINANCIAL INSTITUTION: PNC BANK
ACCOUNT NO.
5001161837
TYPE OF ACCOUNT: (Xl SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 10-27-1998
Account BalancB
PBrcBnt TaxBblB X
Amount Subject to TBx
Debts Bnd Deductions
TBxBblB Amount
TBx RBte X
Tax DUB
60,923.62
0.166
10,154.14
.00
10,154.14
.15
1,523.12
.
NOTE: TO INSURE PROPER CR~DIT TO
YOUR ACCOUNT, SUBMI[~ THE
UPPER PORTION OF TH S NOTICE
WITH YOUR TAX PAYME T TO THE
REGISTER OF WILLS A~ THE
ABOVE ADDRESS. M~E CHECK
DR MONEY ORDER PAYA LE TO:
"REGISTER OF WILLS, AGENT."
i
I
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-) I
.
I
I
!
I
,
I
INTEREST IS CHARGED THROUGH 05-24-2005 TOTAL TAX CREDIT I .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 11,523.12
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 48.81
TOTAL DUE l!,571. 93
. IF PAm AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT'" ( CRI, YOU NAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FDRN FOR INSTRUCTIONS. I
_",\1
......__..._,._-_._.,_.._-.-~-
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~r~"nrn CIi=C!CE (lj:
BUREAU OF INDI l 11" I I ,\,,, NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVIS . r::~H ~ ~ APPRAISEMENT.. ALLOWAt<<:E OR DISALLOWANCE
PO lOX 2I16Dl ~:'--'----":'-' I ,--" l...V OF DEDUCTIONS.. AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-1601 JOINTLY HELD OR TRUST ASSETS
-
I
REV-lS48 EX AFP (03-05)
20051'1AY 16 PH 2: lJ6
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
05-16-2005
DUNN
12-10-2003
21 04-0809
CUMBERLAND
201-46-2645
04123708
_t R_lttecl
JOHN
R
CLERK OF
ORPHr\N'S COURT
t'U',IPJ:J:it-\"ll l~() pA
ALFARATIl' "t:"DuMN" ,.'~, ,.
100 MT ALLEN DR 704
MECHANICSBURG PA 17055
II
MAKE CHECK PAYABLE AND REMIT PA~MENT TO:
REGISTER OF WILLS I
CUMBERLAND CO COURT HOUSE I
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
1"'-~'1r"I:~~~I~~'.......................................................................~............
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DAT 005
ESTATE OF DUNN
JOHN
R DATE OF DEATH 12-10-2003
COUNTY
CU ,BERLAND
FILE NO. 21 04-0809
TAX RETURN WAS:
S.S/D.C. NO. 201-46-2645
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
I
I
04123708
FINANCIAL INSTITUTION: PNC BANK
ACCOUNT NO.
5001985481
TYPE OF ACCOUNT: () SAVIN6S (lO CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 10-05-1998
Account Balence
Percent Texeble X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
81,891.11
0.166
13,648.79
.00
13,648.79
.00
.00
NOTE: TO INSURE PROPER C~EDIT TO
YOUR ACCOUNT, SUBjT THE
UPPER PORTION OF T IS NOTICE
WITH YOUR TAX PAYM NT TO THE
REGISTER OF WILLS T THE
ABOVE ADDRESS. KE CHECK
OR MONEY ORDER PAY~BLE TO:
nREGISTER OF WILLS~ AGENT.n
TAX CREDITS:
,
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID i
DATE NUMBER INTEREST/PEN PAID (-) I
I
I
i
i
I
TOTAL TAX CREDIT ! .00
BALANCE OF TAX DUE ! .00
INTEREST AND PEN. I .00
TOTAL DUE I .00
.
IF PAm AFTER THIS DA!!!...SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
IF TOTAL DUE IS LESS HIM tl, NO PAYNEHT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CR), YlIU NAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
c-. S "-
Inventory of the real and personal estate of
.jo ,+N
V< 0 (; ~t( ::Y v N N
deceased
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
l.
J
55:
Po .h ... -r .J, Jii..u.t:
being duly :<; \IV D t:I. N according to law, deposes and says that he . $ 11-1 F ,=" E Cv." R
of the Estate of JOK,.) Roc;;/< Yd.IJJ
late of ....ue1'Lli'...t1L\$"LT!1"'N"I1I!>-L~Es5 IA1' I/II...LAGn ,Cumberland County, Pa., deceased and that the
within is an inventory made by ,,; 'WI _, the said ~"Jl. ~ cv,b~
of the entire estate of said decedent, consisting of all the personal prop~rty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
~""\.-
~iT:!
-;:;: ~, . ~~.~;:::,
SWotl.,J
-tt> and subscribed before me,
'.
Date of Death
-N01A?'AL SEAL
MA S::REll FOSTER, Notary Public
C amp Hilt Boro, Cumberland County
My Com~ bJlM Dec, 27. 2008
lo~
;?;3~. :tg;J Sx
Co. tvrJ (-.~ ILL. P 11-
Address
170 II
Ooy
ji(.C61>1r!,z,o<1
Month
:;. 0 03
Y..r
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
....
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
'* COMMONWEALTH OF
PENNSYlVANIA
. DEPARTMENT OF REVENUE
DEPT. 280601
_. HARRISBURG, PA 17128-0601
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FILE NUMBER
~L--P4-
C(J)I{rYCO!lE ;;.r-
~s;..4= -
I-
Z
W
C
W
(,)
W
C
I SOCIAL SECURITY NUMBER
201-46-2645
- --- ---.1--. ._--..~
11IflS RETURN MUST BE FUD IN DUPUCATE WITH THE
I REGISTER OF WILLS
._.L____ ._______" 0_
I SOCIAL SECURITY NUMBER ~ ..
I
DECEDENT'S NAME (lAST, FIRST. AND MIDDLE INITIAL)
Dunn, John Roger
-_._---"_....-~--
DATEOFDEATH(MM~YEAR)
12/10/200:11
DATE OF BIRTH (MM-DD-YEAR)
,0512111910
~--------'"'- -..._--, ...--- " .".-.-----
(IF APPLlCABlli! SURVIVING SrOusE'S NAME (lAST. FIRST, AND MIDDLE INITIAl) -
Dunn, Alfara!a l.
(!] 1. Original Retum 02.SupplementalReIvm 0 3.RemainderRetIJTltdilleoll\ntlpriorto12.'~)
o 4. Umited Estate D 4s. Future Interest Compromiss(<tJleddealt1ahr12.t2-821 0 5. Federat EstdeTa)tReIUm Required
(!] 6. Decedent Died Testate (AlachCOJlYoIWiI) 0 7. Decedent Maintained a Living trusl (AIladl copy of Trust) 8. Total Nurrtler cI Safe Deposit Boxes
o 9. Utigation Proceeds Received 0 10. Spousal Poverty Credit {dallloldealhbet8een12-3t-9tllldM-95} 0 11. 8ectiontotax underSec.. 91131A) fAbdl Sch 0)
Tlflll $ECTIONMO$Tlle COll~D. Al-LcQRReSPONDENCE AND COMI'ID~TAlCJNl"()R~ LD- !ilEO~ TP:
NAME COMPLETE MAILING ADDRESS
Robert J. Trace _ _~_~"____. 331 N. 27th Street
FIRM NAME 1"_' Camp Hill, PA 17011
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. TELEPHONE NUMBER----
(717) 737-9581
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1. Real EsIaIe (SchedtAe A)
2. Stocks and Bonds (Sch_ B)
3. Closely Held Corporatlon. l'artnetship or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule 0)
S. Cash. BanI< llfposils & Mlscelaneous _ Property
(Schedule E)
6. JoinUy Owned Property (Schedule F)
o Separale Billing Requested
(1)
(2)
(3)
(4)
(5)
81,891.11
168,461.48
Xl
--,
(6)
(7)
7. Inter-VIVOS Transfers & Miscellaneous Non~Probate Properly
(Schedule G or l)
8. Total Grosl As_ (total lines 1-7)
9. Fune!al Expenses & _stram Cost5 (Schedule H)
10. Debts of Decedent. Mortgage l_. & liens (_I)
11. T...I Deductions (total lines 9 & 10)
12. Net Value of Estate (line 8 minus Une 11)
13. Charitable and Governmental Bequests/See 9113 trusts fwwhich an election to tax has not been
made (Schedule J)
(9)
(8)
12,825.00
(10)
(11)
(12)
(13)
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14. Net Value SUbject to Tax (line 12 minus line 13)
SEE fNSTRUCTIONS ON REVERSE SIDE FOR APPUCABLE RATES
15. AmotJnt of line 14 taxable at the spousal lax
rate, or lraosfersu_Sec. 9116(a~12)
(14)
x .0
(lS)
(16)
(17)
(18)
(19)
16. Amount of Une 14 taxable allineal rate
x .0
17. Amounl of line 14 taxable al sibling rate
"" x .12
18. AmoIlnt of line 14 taxable at colla_ rate
x .15
19. Tax Due
200
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
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250,352.59
12,825.00
237,527.59
231,521.59
0.00
0.00
Decedent's Complete Address:
t::~ -
_ ___nu_1
jD'-~-------
ImTE
Tax Payments and Credits:
1. Tax Due (Page 1 line 19)
2. Cl9dils/Paymenls
A. Spousal Poverty CI9d~
B. Prior Payments
C. lliscount
(1)
0.00
ToIaICredIls(A+B+C) (2)
3. Int9l9SlJPenally W applicable
0.1_
E. Penally
TolallnferesllPenally ( 0 + E ) (3)
4. If line 2 is greater than Una 1 + line 3. __ the difference. This is the OVERPAYMENT.
ChecI< box on Page 1 Una 20 to request a ralund (4)
5. If line 1 + Una 3 is greater then Una 2. __ the difference. This is the TAX DUE.
A. EnIBr the inlarast on the tax due.
(5)
(SA)
0.00
B. EnIBr the tolaI of Una 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did _ make a transfer and: Yes No
a. ratain the use or income of the property lnlnsfened:.......................................................................................... 0 iii
b. ratain the ~hllo designate who shaI use the property lnlnsfened or its inoorne; ............................................ 0 iii
c. ratain a raveISionary interest or.......................................................................................................................... 0 iii
d. receiva the promise for life of either payments. beneftls or tare? ...................................................................... 0 iii
2. << death occurred after December 12. 1982. did decedent 1ransfer property withi'l one year of death
without receiving adequate consideIation? ............................................................................................................. 0 iii
3. Did decedent own an -..trust for" or payable upon death bani< account or security at his or her death? .............. 0 iii
4. Did _ own an Individual Retirement Account annuily. or other"""P/Obate property which
contai'ls a beneficiaJy designation? ........................................................................................................................ 0 iii
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Underpenllllill fI PIIPY.lcIecIIA lilt J have ......liIl'8lIm. incbIIng -._.,;...a IC:hIt:llIIIIIld sratllments.1nlI1D!he bestrlmyllnowllldge IlJ'J beIBf,lilhe. corrmllld c:omp(iIlIL
Dednlanrl,....-ahr n.... perIllI1Il....._....... is billed. II iIfl:rrnIIlitft of'Mich prepIf8l' tm.., IInuMIdge.
SIGNATURE OF PERSON RESPONStBtE FOR FD.ING RETURN DATE
ADDRESS
.. ..._~-"-- - -_..~_.._-_.-
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
AflllRESS
For dates of death on or atter July 1. 1994 and before January 1. 1995. the tax rate imposed on !he net YllIue of 1ransfels 10 or for the use of the SUNiviIlg spouse is 3%
[72 P.S. ~16 (a) (1.1) (ij~
For dates of death on or after January 1. 1995. the tax rate imposed on the net value of 1ransfels 10 or for !he use of the SUNiviIlg spouse Is O'l(, (72 P.S. !9116 (a) (1.1) (&)).
Tha slalute duos not _mot a _ to a surviving spouse from tax, and tho slaMory requirements for disclosure of asseIs and ling a lax relum are sII apprlCllble even W
tho SUrvMng spouse is the only benelk:iary.
For dalos of death on or atter July 1. 2000:
The tax rate imposed on Iha net value oI1ransfe1s from a decaased chid twenty..... years of ago or yllUnger at death to or for the use of a naMa! parent, an adoptive parent
or a stepparent of the child is O'l(, (72 P.S. ~ll6(a)(1.2)J.
The tax ralo imposed on the nat value of 1ransfers to or for tho use of the decedenfs lineal beneficiaries is 4.5%, extIlp! as notad i'I n P.S. !9116(1.2) (72 P.S. !9116(a)(1)].
The tax rate imposed on tho net value of 1ransfers to or for the use of the _s siblings is 12% (72 P.S. !9116(aX1.3)~ A ~ is -. under Section 9102. as an
i'ldividual who has at least one parent i'I c:onwnon with the decedenI. whether by blood or adoption.
REV.1503 EX+ 16'98*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
John Roger Dunn
FILE NUMBER
21-04-0809
All property jointly.owned with right 01 survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
2270 shares Eastman Chemical Co. (common) @51.04 (000)
1628 shares Wastman Kodak Co. (common) @32.81 (000)
VALUE AT DATE
OF DEATH
2.
115,860.80
52,600.68
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheels of the same size)
168,461.48
REv-,soa EX+ (6-9a) ..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
John Roger Dunn
FILE NUMBER
21-04-0809
Include tt1e proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1. PNC Bank - Checking Account -#50-0198-5481 - (Reported by PNC as of date of death)
81,891.11
TOTAL (Also enter on line 5, Recapitulation) $
81,891.11
(If more space is needed, insert additional sheets of the same size)
COIIIDNNEAL TH OF PENNSYLVANIA
DEPARllIENT OF AE\IEN.E
BUREAU OF INDIYIIItW. TAXES
IIEPT. 281601
HARRISBURG" PA InU-I'11
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21
ACN 04123708
DATE 06-17-2004
TYPE OF ACCOUNT
EST. OF JOHN R DUNN 0 SAI/DIIlS
S. S. NO. 201-16-2645 IXJ C1ECKIIC
DATE OF DEATH 12-10-2003 0 TIIUST
COUNTY CUMBERLAND 0 CEIITIF.
IlEIIIT PAYMENT AlII FOllIS TO:
RE6ISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
....1S4III", U'''.J
ALFARATA L DUNN
100 MT ALLEN DR 704
MECHANICSBUR6 PA 17055
PNC BANK MS provldlld thII "'~t with the Infa~tlon llsbd _1011 ....1c:h has tt.n \lAd In
c:alcu1eUng the po'bntiel tax du8. Their recants: lndlceu thet at the cMth of the -above dK8dent" YOU .... a joint OIIn8rn.r.f1ci.ry of
this IICCClUIlt. If you feel this 1nfa....tlan is lncorract" plea. abtllin ..,.1u.. corrwction *"- U. fm..cla1 1nstltutlWl" ett8l:h a capy
to this fori! end return It to the abow Bddrass. this KCOta'It Is tmalbl. In 1ICCOrdM1ce with the Im.rttance T_ L..s of u.. C' __lth
af. ~1v.d._..._Quutlans_..." .......,... .bY.QlI1ng (71n._w~u. _.__ _ _.__.__~__.._
COMPLETE. PART 1 HLOW . . . SEE REVERSE SIDE FOR FlUNG AND PAYMENT INSTRUCTIONS ----
Account No. 5001985481 Ilat. 10-05-1998
e._u_
81,891.11
16.667
13,648.79
.00
.00
TAXPAYER RESPONSE
Account .._
P..--,t T_l.
_t SUb~t to Till(
Till( ht.
Pot...U.l Till( _
To I,..... proper credit tD lfOUI" ~t" two
(2) cop!es of this notice ..at .~: r. ho1l YOUr
~t to the Reglstar of Mills. ..... check
pQ8bl. to: .....1.- of VIUs" ....t".
x
x
NDtt: If t8K ~ts .... .... ..itttln tt1ree
(3) ...rths of the "If. J .t.s dJrte of ..tn,
you -.y ct.duct . 51 discount of ttte tIDe dull.
Any Inherianc. bIx due ..111 a.a- dIllirlcp..-.t
nlM (,) -.nths after the .ta of ..th.
PART
[!J
-_-----~ _-:-~_-_~~ ~ _ ._~-~~;----"~ _ --__~-~~:~;:::-L~----<-"--~Z~1;};~~1:~-~~~~~:.r ___"____~__=.: -- ---=-_~ - _-_---=~-_:~-
A. 0 ThIl move Info,...Uan 8nd tax m. is oarrect.
I. Yau ny choose to ,...It p~t to thII Rq:is1:.r of lfills ..lth two copla. of this notica to obblln
. dlSCOW1t or IWOld interest" or YOU MY chack box -,- end return this notice to tM Reglst.r of
_ V NUIs MIl an offlci.1 ..........t "ill be is.... by the PA Dapar~t of Rwanu..
I. [J'~. llbava ...t has bHn or ..Ill bit reporUd .... t.x P11ld with tha PannsylV8nl. lmerlt8nOll Tex ratum
ta .. fn_ by the dec..:lent.s NlPraS8ntllUva.
c. 0 Tha above lnforeatlon is 1ncornct and/or debts and daductlons ..,.. paid by YOU.
You aust OOIIPlet8 PART [!] BndIor PART I!J below.
PART If you lndl...t- . dl ff......t tIIX ...t.. pl._ .t-t. your
[!I relationship to dac ~-t"t:
TAX RETURN - COMPUTATION OF TAX ON JOINT,TRUST ACCOUNTS
LINEi~ -Diot. Est8bliOhMt 1
2. Account .._ 2
3. r........t T_l. 3 X
'i. _t SUbjM:t to T_ 'i
s. Debts _ IladucU_ 5-
6. _tT_a 6
7. Till( ht. 7 X
8. Till( _ 8
[CHECK ]
ONE
BLOCK
ONLY
PART
l!I
DATE PAID
DEBTS AND DEDUCTJ:OMS CLAIMED
PAYEE
DESCRIPTION
AMOUNT PAID
I I
TOTAL I Ent-r on U". 5 of Till( c.,..ut-Uon) .
_r ~U.. of _jury, I Mo1IIre _t _ filets I .... ..........t.d _.. .... t...., COI"MICt _
REV-'5ll EX. ('2-991.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
John Roger Dunn
FILE NUMBER
21-04-0809
Debts of decedent must be reported on Schedule C.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Musselman Funeral Home-includes Rolling Green Cemetary-Grave opening and closing
9,000.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s) Robert J. Trace
Social Security Number(s)fEIN Number of Personal Representative(sJ 181-32-3519
Street Address 331 N. 28th Street
Ci.y Camp Hill
S'ale PA Zip 17011
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not tne same as claimant's, attach explanation)
Claimant Alfarata L. Dunn
StreelAddress 704 Oak Oval, Messiah Village
City Mechanicsburg
Relationship of Claimant to Decedent Spouse
State P A . Zip 17055
4.
Probate Fees
3,500.00
5.
Accountant's Fees
125.00
6. Tax Return Preparer's Fees
7.
Attorney Review (Vickie Trammer, Esq.)
200_00
TOTAL (Also enler on line 9, Recapitulation) $
12,825.00
(It more space is needed, insert additional sheets of the same size)
REV-1513EX+(9-00) ..
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
John Roger Dunn
FIlE IIlIMIIER
21-04-0809
RElATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON{S) RECENING PROPERTY Do Not list Trusloe{a) OF ESTATE
I TAXABLE DISTR18UTIONS [Include oulrighI spousaI_. and transfers under
Sec. 9116 (0) (1.2)J 1001"
Alfarala l. dunn Spouse
ENTER DOllAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE. ON REV-l500 COVER SHEET
II NON-TAXABlE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ElECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAl OF PART" - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0_00
(If.... space is needed. Insert _ _ oflt1e ......lliza)
_~~_.~.....J.._~__
LAST WILL AND TESTAMENT
I, JOHN ROGER DUNN, of the Township of Upper Allen, County of
Cumberland and State of Pennsylvania, being of sound mind, memory and understanding
do make, publish and declare this as and for my Last Will and Testament, hereby
revoking and making null and void all Wills and Testaments, or writings in the nature
thereof by me at anytime heretofore made.
First: I give, devise and bequeath all of my property real, persona! and/or mixed
of whatsoever nature and wheresoever situate to my wife, Alfarata Lillian Dunn, her heirs
and assigns.
Second: In the event that my wife, Alfarata Lillian Dunn, should predecease me,
I then give, devise and bequeath all of my property real, personal and/or mixed of
whatsoever nature and wheresoever situate to PNC Bank, in trust for Tomelyn Dunn
Miley or her issue. Trustee shall pay interest only on the principal sum and no invasion
of principal shall be permitted. This trust shall terminate on the divorce or death of
Lawrence Miley, Sr. and trustee at that time, shall make distribution of principal and
accumulated interest to T omelyn Dunn Miley or her issue.
Third: All transfer inheritance or succession taxes shall be paid out of my estate.
Fourth: (a) I authorize and empower my executor or executrix, for the payment
of debtrs or for any purpose of administration or distribution, at any time within two
years from the date of my death, to sell all or any of my real estate, at public or private
sale, for such prices and upon such terms as to cash or credit as she or he may deem best,
and to execute deeds of conveyance thereof, without liability on the part of the purchasers
to see to the application of the purchase monies. This power shall not be constlued to
work a conversion of my real estate, unless and until the power is actually exercised, nor
shall this power be construed to extend the lien of debts.
(b) I authorize my executrix or executor to retain all stocks, bonds and
other investments make by me for distribution in kind, or in her or his
discretion, to sell and transfer the same, either in person or by
attorney, without liability in the part of the purchasers to see to the
application of the purchase monies.
Fifth: This Will consists of Two (2) pages.
Sixth: I appoint Robert J. Trace to be the Executor of this Last Will and
Testament and ifhe be deceased or incompetent to serve, I then appoint Margaret
T. Foster to be the Executrix of this My Last Will and Testament.
In WITNESS WHEREOF, I have hereunto set my hand and seal this
22 'hl day of October, ~ .. 0 2. .
Signed, sealed, published
And declared by the Testator
above named, as and for his
Last Will and Testament, in
The presence of is who have
hereunto, at his request,
subscribed our names in his
presence and in the presence
of each other as witnesses hereto.
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commonwealth of pennsylvania
County of Cumberland
W T " I.> 0 "e 12. I'.:,J,J
e, J"',.. N- I' .l/
Su :>AtJ ... '''J;w/o rJ . and
f"I.4 R B h c.i:-r B.? AA ..E: . the Testat 0 ~ and the wi1nesses, respectively,
whose names are signed to the attached or foregoing instrument, being first duly sworn
and qualified according to law, do hereby declare to the undersigned authority that we
were p.eka4 and saw the Testat 0 ~ sign and execute the instrument as II l'~ Last Will
and Testament and that "t. signed willingly( or willingly directed another to sign for ),
and that liE. executed it as,. free and voluntary act for the purposes therein expressed,
and that each of the witnesses, in the presence of hearing of the Testate R signed the Wdl
as witness and that ta the best of his or her knowledge the Testat () A.
was at that time
eighteen (18) years of age or older, of sound mind and under no constraint or undue
influence, and I, the said Testat DR. ,so hereby. acknowledge that I signed and executed
the instrument as my Last Wdl and Testament, that I signed it willingly, and that I signed
it as my free and voluntary act for the purposes therein
'Y1iness '
-L """Ih4A-O".4LJ.. /J.
Witness
~et.
Subscribed , ~OTll to and ~w1edged
Before me by 1'0",.,- R."u 1);",,,, .
The Testat 0 lI.. ,and subscribed and sworn
To before me by StA.s....1\l T. NEu/T1!N
,:. . and I1t,tf4u T /3. iR~ c:F'. witnesses,
/ .~.\this~ "~day of ~ ~ . . 2oot.
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NOTARIAlSEAl
MARGARETT. FOSTER, NoIaly Public
Camp HID, Cumberland County
CClmmlsslDn Expires Dee. 27, 2004
.
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 11/01/2005
TRACE ROBERT J
331 N 28TH ST
CAMP HILL, PA 17011
RE: Estate of DUNN JOHN ROGER
File Number: 2004-00809
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: 12/10/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Si"7:,.erelY
~ "~A'J (&~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
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Register of Wills of Cumberland County
Name of Decedent:
STATUS REPORT UNDER RULE 6.12
h HN R,eJG;E~ :J}U#N
Date of Death:
/:2. - /' t) ~ ~ () o...!3
;2.if)LJq. _(/~gtJ '1
Estate No.:
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 00 No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No 00
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 ~ 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.
Date,!r!s- I~ "05 SiZ ~ ~
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Name
J 3) 11I<.,2, 1';'-/ sx Ct)11' jJ)t L/ h J 7'0 j)
Address
0"
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1_ 717) 757-- 'j S-!? J
'Telephone No.
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o Counsel for personal representative
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COMMONWEALTH OF PENNSYL VANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DA TE:
February 21,2006
SUBJECT:
Estate of John R. Dunn
File Number 2104-0809
ACNs 04123707 & 04123709
TO:
Ms. Glenda Farner
Register of Wills
Cumberland County
FROM:
Jennie GrO~hC~< <
Inheritance l~J\>I. 10
Bureau of.. . ividua axes
Enclosed you will find a $3,832.71 payment to be applied to the above estate as follows:
ACN 04123707 - $1,629.17
ACN 04123709 - $2,203.54
Postmark date is February 7,2006.
Please feel free to contact me at (717) 787-6204, should you have any questions.
Thank you!
T <. ~
--i
c ;"1
Bu'lUJAU OF COLLECTIONS &
TAXPAYER SERVICES
PO BOX 281041
HARRISBURG PA 17128-1041
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
REV-873 AFP (10-05)
ROBERT J TRACE
331 N 27TH ST
CAMP HILL, PA 17011
DATE
Estate of:
DUNN
2/2/2006
JOHN R
Date of Death:
File Number:
12/10/2003
21 04-0809
DeM ROBERT J TRACE:
The Inheritance and Estate Tax Act mandates the filing of a tax return and payment
of all outstanding liabilities by the personal representative, transferee, or beneficiary of the
estate within nine months of the decedent's death.
CQ~{ \
r~ler-
,,~/. '(ZS
. ~ I ~ . .
Y?'1
This is to advise you that the above estate is in a delinquent status. According to
Department records, the estate still is not settled.
The Department's records show that this estate remains open because:
CURRENT TAX LIABILITY OF $ 3832. 71
CALCULATED TO 2/27/2006
INCLUDING INTEREST
HAS NOT BEEN PAID.
Accordingly~ you are directed to pay all tax due including interest within thirty days
from the date of this letter. If you fail to comply with this directive, your case will be referred
for local enforcement and may result in the filing of a citation by this Department with the
Orphans' Court Division of the Court of Common Pleas, requiring you to appear in court to
show cause for your failure to comply with the law. In order to protect the CorrmlOnwealth's
interest, the Department of Revenue may also file a lien in Cumber land County.
MAKE CHECKS PAYABLE TO:
REGISTER OF WILLS, AGENT
Sincerely,
Harrisburg Call Center
Any questions regarding the tax
liability of this estate, please
CONTACT:
cc:
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Harrisburg Call Center
(717) 783-3000
TDD# 1-800-447-3020 (Service for
taxpayers with special hearing and speaking needs)
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 260601
HARRISBURG, PA 17126-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
TRACE ROBERT J
331 N 28TH ST
CAMP Hill, PA 17011
____un fold
ESTATE INFORMATION: SSN: 201-16-2645
FILE NUMBER: 2104-0809
DECEDENT NAME: DUNN JOHN ROGER
DA TE OF PAYMENT: 02/22/2006
POSTMARK DATE: 02/07/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 1 2/1 0/2003
REMARKS:
CHECK# 1213497
SEAL
ACN
ASSESSMENT
CONTROL
NUMBER
04123707
04123709
TOTAL AMOUNT PAID:
INITIALS: MG
RECEIVED BY:
REGISTER OF WILLS
REV-1162 EX(11-961
NO. CD 006355
AMOUNT
$1,629.17
$2,203.54
$3,832.71
GLENDA FARNER STRASBAUGH
REGISTER OF WillS
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BUREAU OF INDIVIDUAL TAx~::(yr-"rT\
INHERITANCE TAX DIVISION -'..
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
'STATEMENT OF ACCOUNT
.
REV-1607 EX AFP (03-05)
20G6
9: 55
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-20-2006
DUNN
12-10-2003
21 04-0809
CUMBERLAND
04123707
Mount R_i tttfCI
JOHN
R
~nril itiU,'
~~:E~~K OVAL ~ i,~~~;~:'J u
MECHANICSBURG PA 17055
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
NOTE: To insure proper credit to your accountl submit the upper portion of this for. with your tax payment.
CUT ALONG THIS LINE
--+ RETAIN LOWER PORTION FOR YOUR RECORDS
4-
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT KKK
ESTATE OF DUNN JOHN R FILE NO. 21 04-0809 ACN 04123707 DATE 03-20-2006
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUEl APPLICATION OF ALL PAYHENTSI THE CURRENT BALANCEI ANDI IF APPLICABLE I
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-16-2005
PRINCIPAL TAX DUE: 11523.12
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-07-2006 CD006355 106.04- 11629. 17
TOTAL TAX CREDIT 11523.13
BALANCE OF TAX DUE .0ICR
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATEI SEE REVERSE TOTAL DUE .0ICR
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $11
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) I
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
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i"'r^~._r"'-\~r\
BUREAU OF INDIVIDUAL TAXt$C))I_tL
INHERITANCE TAX DIVISION
PO BOX Z8060l
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REV-1607 EX AFP (03-05)
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-20-2006
DUNN
12-10-2003
21 04-0809
CUMBERLAND
04123709
Allount Re.iU.d
JOHN
R
ORPt-/\i/(:;
ROBERT ClJACE': ' , .~
704 OAK OVAL
MECHANICSBURG PA 17055
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE
--+ RETAIN LOWER PORTION FOR YOUR RECORDS
.....
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF DUNN JOHN R FILE NO.21 04-0809 ACN 04123709 DATE 03-20-2006
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-16-2005
PRINCIPAL TAX DUE: 2,047.32
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-07-2006 CD006355 142.54- 2,203.54
TOTAL TAX CREDIT 2,061. 00
BALANCE OF TAX DUE 13.68CR
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 13.68CR
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
c~
10-23-2006
DUNN
12-10-2003
21 04-0809
CUMBERLAND
101
APPEAL DATE: 12-22-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PYr_~~9~9_r~~~_~~~~------~___~~!~!~_~9~~~_~9~!!9~_E9~_Y9~~_~~~9~P~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JOHN R FILE NO. 21 04-0809 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'-~ri' :','-i.',ftOTIC;E OF INHERITANCE TAX
. . .' APPRAISEMENT, AllOWANCE OR DISAllOWANCE
-OF DEDUCTIONS AND ASSESSMENT OF TAX
30
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ROBERT J TRACE
331 N 27TH ST
CAMP HILL
!Il'
,',I
PA 17011
ESTATE OF DUNN
REV-1547 EX AFP (06-05)
JOHN
R
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 10-23-2006
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
168,461.48
.00
.00
81.891.11
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage liabilities/liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
12,825.00
.00
(11)
(12)
(13)
(14)
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. Anount of line 14 at Spousal rate (15)
16. Anount of line 14 taxable at lineal/Class A rate (16)
17. Anount of line 14 at Sibling rate (17)
18. Anount of line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this forn with your
tax paynent.
250,352.59
12.825 00
237,527.59
.00
237,527.59
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
'.. ..- ,,~..'"... l+} AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
237,527.59 X 00 =
.00 X 045 =
.00xI2=
.00 X 15 =
(19)=
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
.00
.00
.00
.00
( IF TOTAL DUE IS lESS THAN $1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REflECTED AS A "CREDIT" (CR), YOU MAY BE DUE ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)