HomeMy WebLinkAbout03-0547PETITION FOR PROBATE and GRANT OF LETTERS
Estate of
also known as
GEORGE LINK No.
To:
Deceased.
Social Security No. 154-09-9046
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner is(are) 18 years of age or older and the Executrix named in the last will of the
above decedent, dated December 31, 1990 and codicil(s) dated [none]. Barbara L. Sheaffer predeceased.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or
principal residence at Manorcare Health Services, 940 Walnut Bottom Road, Carlisle, Cumberland
County, Pennsylvania.
Decedent, then 93 years of age, died June 15, 2003, at Manorcare Health Services, 940 Walnut
Bottom Road, Carlisle, Pennsylvania.
Except as follows, decedent did not marry, was not divorced and did not have a child bom or
adopted after execution of the will offered for probate; was not the victim of a killing and was never
adjudicated 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: None
$ unestimated
$
the p~'~e of the last will and codicil(s) presented
WHEREFORE,
petitioner
respectfully
requests
herewith and the grant of letters testamentary thereon. / ? · /
eamela~S.~'J ~. ~
11 Hilltop Lane
Newville, PA 17241
(717) 776-6398
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
The petitioner above-named swears or affirms that the statements in the foregoing petition are tree
and correct to the b~st ef the knowledge and belief of petitioner and t~t~s personal representative of the
above decedent, petiti°ner w.ill well and truly administer the estaty/acc?qdin~to law. /
Sworn to or affirmed and subsc~Sbed
b~o~re me this .~x~'~,/ day of Pamela S. Welsh
~ '~ ~~t~r
No.
Estate of George Link, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW~/,~, "). ,.0/9t9<?, , in consideration of the petition on the reverse side
hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated December 31, 1990, described therein be admitted to
probate and filed of record as the last will of George Link and Letters Testamentary are hereby granted
to Pamela S. Welsh.
Will Book #
Page
FEES
Pxobate, Letters, Etc.
S~h-O/l~'~ ~ c a t e s ( )
Renunciation
TOTAL
Filed :~ ~
Register of
Edward L. Scho~p (17495)
ATTORNEY (Sup. Ct. I.D. No.)
MARTSON DEARDORFF WILLIAMS & OTTO
I 0 East High Street
Carlisle, PA 17013
(717) 243-3341
F:~F1LES~DATAFILE~ESTATES\10916- I .petition. Itt
LAST WILL AND TESTAMENT
OF
GEORGE LINK
I, GEORGE LINK, of Cumberland County, Pennsylvania, being of
sound mind and memory do make, publish and declare this to be my
Last Will and Testament hereby revoking all prior wills and
codicils heretofore made by me.
FIRST
I direct that my funeral be conducted in accordance with the
wishes I have made known to my Executrix, hereinafter named.
SECOND
I direct the payment of my debts and funeral expenses from
my estate as soon after my death as conveniently may be done. I
direct that my Executrix shall pay all inheritance, estate,
succession and legacy taxes to which my estate or the transfer of
any property hereunder may be subject, and to charge such taxes
as part of the expenses of administration, payable out of my
estate.
THIRD
I give, devise and bequeath to my Executrix, those certain
items of treasured personal property owned by me at the time of
my death and listed on an Addendum to be attached to this, my
Last Will and Testament, or otherwise identified to my Executrix.
I request that she distribute the items mentioned in accordance
with the wishes I have made known to her.
FOURTH
I give, devise and bequeath the entire rest, residue and
remainder of my estate, whether real, personal or otherwise, to
my daughter, BARBARA L. SHEAFFER. If she does not survive me by
ninety (90) days, then to my granddaughters, PAMELA S. WELSH, of
Newville, PA, and TERRY L. PODWIKA, of State College, PA.
FIFTH
I hereby nominate, constitute and appoint my daughter,
BARBARA L. SHEAFFER, of Carlisle, Pennsylvania, Executrix of this
my Last Will and Testament, to serve without bond or security of
any type for any purpose whatsoever, and I hereby authorize,
empower and direct her to sell and convey, by good and sufficient
deed, in fee simple estate, any and all of my real estate, at
public or private sale, for such price or prices, upon such terms
and conditions, as in her judgment is best for my estate, and to
that end to sign, seal, execute, acknowledge and deliver all
deeds or other instruments necessary therefor, as effectively as
I could do if I were personally present.
In the event that my daughter, BARBARA L. SHEAFFER is unable
or unwilling to serve as Executrix, I hereby nominate, constitute
and appoint my granddaughter, PAMELA S. WELSH, of Carlisle,
Pennsylvania, as Executrix of this my Last Will and Testament, to
serve without bond or security of any type for any purpose
whatsoever, and I hereby authorize, empower and direct her to
sell and convey, by good and sufficient deed, in fee simple
estate, any and all of my real estate, at public or private sale,
for such price or prices, upon such terms and conditions, as in
her judgment is best for my estate, and to that end to sign,
seal, execute, acknowledge and deliver al deeds or other
instruments necessary therefor, as effectively as I could do if I
were personally present.
IN WITNESS WHEREOF, I have hereunto set my hand and Seal to
this, my Last Will and Testament, consisting of 3
typewritten pages, the first ~ of which bear my signature in
the margin for the purpose of identification, this ~t day of
1990.
GEORGE. INK
SIGNED, SEALED, PUBLISHED AND DECLARED by the above named
Testator, as and for his Will, in the presence of us, who, at his
request, in his presence, and in the presence of each other, have
hereunto subscribed our names as witnesses in attestation
thereof.
residing at
STATE OF PENNSYLVANIA :
:
COUNTY OF CUMBERLAND .-
I, GEORGE LINK, having been duly qualified according to law,
acknowledge that I signed the foregoing instrument as my Will,
and that I signed it as my free and voluntary act for the
purposes therein expressed.
LINK
We, having been duly qualified according to law, depose and
say that we were present and saw him, sign the foregoing
instrument as his Will; that he signed it as his free and
voluntary act for the purposes therein expressed; that each of us
in his sight and hearing and at his request signed the Will as
witnesses; and that to the best of our knowledge he was at that
time 18 or more years of age, of sound mind and under no
constraint or undue influence.
Witness
Witness
Subscribed, sworn to or affirmed,
and acknowledged before me by the
above named Testator and by the
witnesses who~/name~ appear
,
HUGANIR & JACOBSEN
'03 JUL-3
F:\F1LES\DATAFILE\ESTATES\ 10916-l.notice.cert
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: George Link
Date of Death:
June 15, 2003
File No. 21-03-0547
To the Register:
I certify that notice of 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 or
about August 26, 2003.
Ms. Terry L. Podwika
409 West Shadow Lane
State College, PA 16803
Ms. Pamela S. Welsh
11 Hilltop Lane
Newville, PA 17241
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A
Date: August 26, 2003 Signature
Name
Edward L. Schorpp, Esquire
MARTSON DEARDORFF WILLIAMS & OTTO
Ten East High Street
Carlisle, PA 17013
(717) 243-3341
Attorneys for Personal Representative
I~EV * I~ EX ~, (see)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I OFFICIAL USE ONLY
FILE NUMBER
21 03 00547
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
LINK, GEORGE ] 54-09-9046
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
06/15/2003 03/]4/1910 REGISTER OF WILLS
IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
z
[] 1. Odginal Return [] 2. Supplemental Retum
[] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after
12-12-82)
[] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach
of Will) copy of Trust)
[] 9. Litigation Proceeds Received [] 10, Spousal Poverty Credit (date of death between
12-31-91 and 1-1-95)
] 3. Remainder Return (date of death pdor to 12-13-82)
[] 5. Federal Estate Tax Return Required
0 8. Total Number of Safe Deposit Boxes
[] 11 .Election to tax under Sec. 9113(A) (Attach Sch O)
~AME
Edward L. Schorpp, Esquire
-'IRM NAME (If applicable)
Martson DeardorffWilliams & Otto
r'ELEPHONE NUMBER
717/243-3341
COMPLETE MAILING ADDRESS
Ten East High Street
Carlisle, PA 17013
1. Real Estate (Schedule ^) (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)
[] 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)
None
None
None
None
5,368.49
None
None
7,456.76
144,019.09
12. Net Value of Estate (Line 8 minus Line 11 )
13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
OFFICIAL USE ONLY
,,~.
(8)
5,368.49
151,475.85
insolvent
(11)
(12)
(13)
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate, x .00
or transfers under Sec. 9116(a)(1.2)
16. Amount of Line 14 taxable at lineal rate x .045
17. Amount of Line 14 taxable at sibling rate x .12
18. Amount of Line 14 taxable at collateral rate x .15
19. Tax Due
20. []
(15)
(16)
(17)
(18)
(19)
Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
1 STREET ADDRESS
940 Walnut Bottom Road
CITY Carlisle
STATE PA
17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
Total Credits (A + B + C) (2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E) (3) 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 1 Line 20 to request a refund
5. If Line I + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0,0 0
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 right to designate who shall use the property transferred or its income; .................................... [] [~[~]
c. retain a reversionary interest; or ....... . ...............
d. receive the promise for life of either payments, benefts or care? .............................................................. []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ....................................................................................................................... [] []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ...................................................................................................................... [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF/PI~SON RESPONSIBLE FJDR F~.ING RETURN ADDRESS
Pamela S/~_ sh/ / / //// 11 Hilltop Lane
¢ / ~'~-t, .,5. ~/Le~( Neva, il!e, PA 17241
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
DATE
DATE
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
ADDRESS
Edward L. S_.qllor~pp, Esquire ~ ~ ~ . DATE
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116
1.2) [72 P.S. §9116 (a) (1)].
The tax rate imposed Dn 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.
SCHEDULE E
CASH, BANK DEPOSITS,& MISC.
PERSONALPROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF LINK, GEORGE FILE NUMBER
21 - 03 - 00547
Include the ~oroceeds 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
NUMBEF DESCRIPTION VALUE AT DATE OF
DEATH
1
2
Members 1st checking
Funeral Trust with Hoffman-Roth Funeral Home, Carlisle, PA
TOTAL (Also enter on Line 5, Recapitulation)
191.62
5,176.87
5,368.49
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL~&
ADMIN~T1VE COSTS
ESTATE OF LINK, GEORGE !FILE NUMBER
21 - 03 - 00547
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
1
FUNERAL EXPENSES:
Hoffman-Roth Funeral Home, Carlisle, PA
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Pamela S. Welsh
Social Secudty Number(s) / EIN Number of Personal Representative(s):
Street Address 11 Hilltop Lane
City Newville State PA Zip 17241
Year(s) Commission paid
Attorney's Fees Martson Deardorff Williams & Otto (estimated)
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State
Relationship of Claimant to Decedent
Probate Fees Cumberland County Register of Wills
Zip
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
Register of Wills, Inheritance Tax Return, filing fee, insolvent estate
Register of Wills, filing fee, Inventory
6,264.34
475.00
650.00
43.00
10.00
10.00
Total of Continuation Schedule(s) 4.42
TOTAL (Also enter on line 9, Recapitulation) 7,456.76
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
LINK, GEORGE
Schedule H
FILE NUMBER
21 03-00547
3 Certified mailing, Department of Public Welfare
4.42
Page 2 of Schedule H
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
LINK, GEORGE
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
FILE NUMBER
21 - 03 - 00547
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
Pennsylvania Department of Welfare, claim for recovery of medical assistance
TOTAL (Also enter on Line 10, Recapitulation)
AMOUNT
144,019.09
144,019.09
REV-l,51 fro EX+ (9-00) ~
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA B E N E FI C IARI E S
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
LINK, GEORGE FILE NUMBER
21 - 03 - 00547
RELATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT
Do Not LI.t Trust~l*l OF ESTATE
I. TAXABLE DIS'I HIBUTIONS (include outright spousal distributions) ' '
1 Not applicable
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART l! - EN'i I::1~ TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 C)~: Rl::\/_~ ~nn r-r~w=c~ eucc-,-J
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of LINK, GEORGE
also known as
No. 21 - 03- 00547
Date of Death 6/16/2003
, Deceased Social Security No. 154-09-9046
Pamela S. Welsh
The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory
include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania
of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the
Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that
which appears in a memorandum at the end of this Inventory. I/VVe verify that the statements made in this Inventory are true
and correct. INVe understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904
relating to unsworn falsification to authorities.
Attorney: Edward L. Schorpp, Esquire
I.D. No.: 17495
Personal Representative /~~/~.
Signature: ~,
Pamela S. Welsh
Signature:
Signature:
Address:
Ten East High Street
Carlisle, PA 17013
Address: 11 Hilltop Lane
Newville, PA 17241
Telephone: 717/243-3341
Telephone: (717) 776-6398
Dated:
Personal Property
Members 1 st checking
Funeral Trust with Hoffman-Roth Funeral Home, Carlisle, PA
First Unum Life Insurance, group policy no. 00459195-0011, insurance proceeds payable to
estate
191.62
5,176.87
2,500.00
Prudential Financial, pollicy no. M53750241, insurance proceeds payable to estate
1,673.85
Total Personal Proper~y.
$9,542.34
, (Attach additional sheets if necessary) Total Personal Property and Real Estate $9,542.34
BUREAU OF INBZVIDUAL TAXES
TNHERTTANCE TAX DTVTSTON
DEPT.
HARRI'$BURG., PA
CONNONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSENENT, ALLOHANCE OR DZSALLOHANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
REV-16~7 EX AFP (01-OS)
EDWARD L
MARTSON ETAL
10 E HIGH ST
CARLISLE
11-17-2005
LINK GEORGE
06-15-200;~
21 05-05~7
CUMBERLAND
101
Amount Remitted I
MAKE CHECK PAYABLE AND RENZT PAYNENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
SCHORPP ESQ
PA 17015
DATE
ESTATE OF
DATE OF DEATH
~ZLE NUNBER
COUNTY
ACN
CUT ALONG THIS LINE I1~ RETAIN LONER PORTION FOR YOUR RECORDS 4
REV-15q7 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DZSALLO#ANCE OF DEDUCTIONS AND ASSESSNENT OF TAX
ESTATE OF LINK GEORGE FILE NO. 21 05-0547 ACN 101 DATE 11-17-2005
TAX RETURN #AS: (X) ACCEPTED AS FTLED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
$. Closely Held Stock/Partnership Zntarest (Schedule C) ($)
q. Nortgages/Notes Receivable (Schedule D) (q).
5. Cash/Bank Deposits/Nisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTZONS AND EXEMPTZONS:
9. Funeral Expanses/Adm. Costs/Misc. Expanses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule Z) (10)
11. Total Deductions
Nat Value of Tax Return
5/$68.49
.00
.00 NOTE: To insure proper
.00 credit to your account,
.00 subeit the upper portion
.00 of this fore with your
tax payment.
.00
(8)
7,456.76
15.
1~.
NOTE:
ASSESSMENT OF TAX:
15. Amount of Line lq at Spousal rata
16. Aeount of Line 1~ taxable at Lineal/Class A rate
17. Amount of Line lq et Sibling rate
18. Amount of Line lq taxable at Collateral/Class B ra*e
19. Principal Tax Due
TAX CREDITS:
PAYHENT RECEIPT DISCOUNT
BATE NUHBER ZNTEREST/PEH PAZD (-)
5,$68.q9
(is) .00 x O0 = .00
(16) .00 x 045: .00
(17) .00 x 12 = . O0
(~8) .00 x 15 = .00
(19)= . O0
ANOUNT PAID
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULAT/ON OF ADDITIONAL INTEREST.
reflect figures that include the total of ALL returns assessed to date.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) .00
Net VaXue of Estate Subject to Tax (lq] 146,107.$6-
Zf an assesseent was issued previously, lines lq, 15 and/er 16, 17, 18 and 19 w111
lq4~019.09
(11) 151.475.85
(12) 146,107.$6-
RESERVATION:
PURPOSE OF
NOTICE:
PAYNENT:
REFUND (CR):
OBJECTIONS:
ADNIN-
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 the decedent after the expiration of any estate for
lifo ar for years, the Coeaonmaelth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (72 P.S.
Section 9140).
Detach the tap portion of this Notice and submit with your payment to the Register cf Hills printed on the reverse side.
--Make check or money order payable to: REGISTER OF NZLLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by coeplating an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ara available at the Office
of the Register of Hills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers aith special hearing and / or
speaking needs: 1-800-447-3020 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object aithin sixty (60) days cf receipt of
this Notice by:
--~ritten protest to the PA Department of Revenue, Board of Appeals, Dept. 201021, 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 Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the dscedant's death, a five percent (52) discount of
the tax paid is allowed.
The 152 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you mould appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning ~ith first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (62) percent psr annum calcuZatod at a daily rate of .00016~. A11 taxes mhich became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary frae calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2005 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1962 ZOZ . O005~8 1987 92 .000247 1999 72 .000192
1983 162 .000458 1988-1991 112 .000301 2000 8X .000219
1984 llZ .000501 1992 97. .000247 2001 92 .000247
1985 132 .000356 1993-1994 72 .000192 ZOOZ 62 .000164
1986 107. .000274 1995-1998 92 . O00Zt7 2005 52 .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELZNQUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is sade after the interest computation date shown an the
Notice, additional interest must be calculated.
REGISTER OF WILLS OF CUMBERLAND COUNTY
STATUS REPORT UNDER RULE 6.12
(For Resident Decedents Dying After July 1, 1992)
Name of Decedent: GEORGE LINK
Date of Death:
June 15,2003
File No.: 2003-00547
Social Security No.: 154-09-9046
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect
to completion of the administration of the above-captioned estate:
State whether administration of the estate is complete:
Yes x No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
Did the personal representative file a final account with the Court?
Yes No x
The separate Orphans' Court No. (if any)for the personal
representative's account is:
Co
Did the personal representative state an account informally to the parties in
interest?
Yes x No
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts
may be filed with the Clerk of the Orphans' Court and m~ay be attached to this report.
Date: February 9, 2004 Signature: ~~5~~~, ...... .., '.:i!'~
Name: Edward L. Schorpp, Esquire/.~ ?;!~. ~ .:i::!,' :'
Address:MARTSON DEARr OP. FF & OTT6
F:\FILES\DATAFILE~ESTATES\ 10916- l.srep
Ten East High Street
Carlisle, PA 17013
(717) 243-3341
Counsel for personal
1% ~I~ATAFIL£~{~$TATgS \{ O~ ! 6-1 .rc]~m~x{{)w
P~GE
03/03
ESTATE OF GEORGE LINK
CLrMBERLAND COUNTY FILE NO. 2003-0547
CORRECTED RELEASE
KNOW ALL MEN BY THESE PRESENTS that the ESTATE RECOVERY PROGRAM
OF THE COMMONWEAL3'H OF PENNSYLVANIA, DEPARTMENT OF PUBLIC WELFARE,
does hereby acknowledge :receipt from Pamela S. Welsh, Executrix under the Last Will and
Testament of the said George Link, of payment in the amount of $1,032.18, which represents the
balance of all funds in the Estate of the said George Link, a~er payment of allowable administration
and funeral expenses, inpayment of its claim against the within estate dated September 4, 2003, CIS
#660115778.
Should any additional probate assets become available in this estate, the within office will
accept Payment of same to tl~e extent of their claim as referenced above.
IN WITNESS Wl-~;~OF, thc undersigned has heretmto caused this instrument to be
executedthis ~/ dayof /g te, ca Z, 2o03.
Witn6ss:
3'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
ESTATE RECOVERY PROGRAM ~
)
: SS,
)
personally appeared r~¥~//Jta ~ ff_,,t//,o/fWgt../,J' , who acknowledged that he/she is the
of the Commonwealth o fPeansylvania,
Departm~ o£Publie Welfare, Estate Recovery Program, and that as such, being authorized so to
do, executed the foregoing :i astrument for the purposes therein contained.
IN WITNESS WHEREOF I hereunto set my hand and official
aforesaid.
Notary Public
NOTARIAL SEAl..
N!COLE L. EARl Y No':my Public
seal the day and year
RECEIVED TIME DEC. IO. 3'30PM