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HomeMy WebLinkAbout03-0612Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Mar7 M. Lingle also known as , Deceased Social Security No. 182-40-8435 Petitioner(s), who is/are 18 years of age or older, apply(les) for: (COMPLETE "A" OR "B" BELOW:) ..c A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut or named in the Last Will of the e_dent, dated. 4/15/86__ and codicil(s) dated ~ LU, .L-_~j~ .Z~, [,~4~O~,,. State relevant circumstances, e.g., renuncia~on, death of execute)r, etc - ~' Except as follows, Decedent did not marry, was not divorced and did not have a child bom or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: B. Grant of Letters of Administration ~ .§' ~ ' ~, '~"- ~.. (c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: , Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 1700 Market Street~ Borough of Camp Hill~ Cumberland County (Camp Hill~ PA 17011) (list street, number and municipality) Decedent, then 93 years of age, died July 11 ,2003 , at Manor Care Nursing Center West~ Boro Camp Hill (Location) 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 ........................................................................................ $ Total ..................................................................................................................... $ Real Estate situated as follows: 130~000.00 130~000.00 Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Signature Typed or printed name and residence Andrew M. Kell 555 Harvest Drive Harrisburq, PA 17111 RW-7 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA � SS COLTNTY OF File Number 2003 00612 Personal Representative(s)of the Estate of Mary M. Lingle deceased,depose(s)and say(s)that�the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate 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 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 verify that the statements made in this Inven- � tory are true and correct. I understand that false state- ; ments herein are made subject to the penalties of Andrew M. Kell,Adminstra r 18 Pa.C.S. §4904 relating to unswom falsification to authorities. Attorney -- (Name) Kent H. Patterson (Supreme Court I.D.No.) 15307 (Address) 221 Pine Street Harrisburq PA 17101 (Telephone) �7�7)238-4100 DATE OF DEATH LAST RESIDENCE DECEDENT'S SOC.SEC.NO. 1700 Market Street 7/11/2003 Cam Hill PA 17011 FIGURES MU�T BE TOTALED Colgate-Palmolive Co. stock-368 shares 21,601.60 Exxon Mobile Corporation stock-635 shares 24,101.43 Semco Energy Inc. stock- 1085 shares 6,314.70 Gulf Power Co. corporate notes (bonds)-50,000 50,352.OD �� .., United Dominion Realty Trust Inc. - 1400 units �� ��������,�;� 24,31`1.00 .��110� .S�t����Q �a �#���� Wilmington Trust Company Prime Money Market ac unt 3,084.14 �� � � � �� ��� £I��' �� �!�4 .�Q ��.��l� �� ��1.� # �� (Attach additional sheets as needed) .�� �j� � TOTAL: 129,764.87 � NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may,at the election of the personal representative include the value of each item,but such figures should not be extended into the total of the Inventory.(See 20 Pa.C.S.�3301(b)) � Form RW-09 rev. ]0.13.06 �L � -_ _ KENT H. PATTERSON ATTORNEY AT LAW 221 PINE STftEET HAftRISBURG,PENNSYLVANIA 17101 TELEPHONE (717)238-4100 FACSIMILE (717)233-6280 TRANSMITTAL � �i � � � December 14, 2013 � � � � � � � � � c� c tt' � � � � � � � � � TO: Register of Wills � �: � c� � - Cumberland County Courthouse � Q � � � � Room 102 � � � �'' One Courthouse Square � � t� � � Carlisle, PA 17013-3387 �'" v� � � FROM: Kent H. Patterson RE: Estate of Lingle, Mary M. No. 2003-00612 Enclosed for filing for the estate referred to above are the following: Inventory Status Report under Rule 6.12 Check for $20.00 for fees ($15.00 for inventory and $5.00 for short certificate) Would you please send me a short certificate for this estate. The fee is included in the enclosed check. Also enclosed are a copy of the inventory and a copy of the status report. Would you please time stamp these copies and mail them to me along with the short certificate. An addressed and stamped envelope is enclosed for this purpose. Thank you. KHP/p Enclosures � _ _ _ - ■ � - - � � ;K: � _ - _- �,�. � - _ � Z - -- -- _ _ � � y My - -- � — p b M� ►�1 _- _ -- _— — 4,j. � � � ,� _ — e7 - -_ _ ;ti � y � y - _ `--�r y - - _ _ yc�, r� � H - - -_- - - ay � � _ _ _ _- __ - � � — - __ - ,, � - - V — - - - - � z _ _ - _ o _ - � - - � .� _- �=. �, -_ _ � �--- --�� - � -- m _ - /ur� Q `„.:�..; � . — � � �� T-.` Q :'� � _ � � ,�w� �...J w..` � - — � �� • �.,. � x, r t-� ', r�r�t � - — — +t� �'r' � � �� . `�c.,3' ' _ — — _ _ - - t� � � '+C � '�'t '� - �it n O 7d �'�j � � ; `''� - - � a � o _ . c, -_ - �# �' � � �� c� , :: rn - - _ — � N' n rb�°N� �--* ;.;; c� _ - _ � tn o N r#�.�t � -n - _ _ - __- - � N � oN � - - mnNan , ro o a ° _ _ -- - - .. � � c� �' - - - - -- � � � � - - - - _ - � � . _ - _ _ � N ,�, _ `,. o tn rt �...� __ _ -- � w� �C m �► �� - - - _ -- `�" � w c? �` � - _ - � wn o - - _ _ .� w �D � � a - - - _ � ' ao � n � �. — �.� . � rt ��+rr�y -- ""y��'r. �'' ' - .�•t}if' Q � ; — �� G /�Y ♦� � �4L[I,... . �� — � � A — �M � e :^� — — � ^� � r — +..r _,.��, — — � 1� - - .�+� - — +.r ���'' _ � firrl . �,:}� - ; � � .W _ �w — �� .. — — +�� �� V�. 4YYr — — _ y+ — — �� _ ti —— — �r� �YYiyr — _ - - Aw - �,. _ � r -- « — - � i Oath of Personal Representative Commonwealth of PennsYlvania County of Cumberland The Petitioner(s) above-named swear(s) and 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 representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate__..according to law. Sworn to and affirmed and subscribed(.~'/~"0'~;'*~ Andrew M. Kell before me this ¢2~L¥': day of DECREE OF REGISTER Estate of Mary M. Linqle also known as Deceased Social Sequrity No: 182-40-8432 Date of Death: 7/11/03 AND NOW, , 2003 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters I~ TestamentaryJ~ of Administration~.~ ~ C;. ... ' ' ' ' ' ' ]Z.~. r, , '"' ." , (c.t.a., d.b,n,c.t.; penden~,il~te; durante~ent~a; duran~r~m~nontate) are hereby granted to '7 ~ [-- in the above estate and that the instrument(s), if any, dated ~-~-/,~- ,~'~, described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters .................................... Short Certificate(s) ............... Renunciation .......................... Affidavit ( ) ....................... Extra Pages ( ) .............. Codicil ................................. JCP Fee ................................. Inventory & Tax Forms Other ...................................... TOTAL ............................. $ ,~q. O0 RW-7A Register Of~/~l~ (~ I (~ Attorney: Kent H. Patterson I.D. No: 15307 Address: 221 Pine Street Harrisburg PA 17101 Telephone: (717) 238-4100 DATE FILED: '7-~2,?'- ~ his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 No. Local Registrar '~""~ ~i~'~-'~ Date ~ ~e~ 2/a7 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH ,, VITAL RECORDS CERTIFICATE OF DEATH ,. Mary M. Lingle I~ ale 1'182 _ 40 _ 8435 b,,E, July°r°~m'"~"~'°ll,2003 ,93. ,.. :i ov.20,190 Harrisburg,P ~"'~ '~"..,Q ~ ~ ~ ~gumberland Camp Hill ~anor Care~ursing Center-Uest ~ ~9~:~.~,~c~. ~CEDE~'SUSU~UP~ KINO~BUSINE$~IN~STRY ~DECEDENTEVERIN I OECEDENT'SE~C~I~ I ~RITALST~"~ ,, _~ acnoo~ ~eacner I~,~m~lton School I ~-~ I ,~,~) .~l ..... s+ 1 .. ~") "~ , - , I,,. I,, I ~ [. w~dowe~ C c~.,,s P ~ ~ n a. 1700 Market Street .ES,~ ' ,,gamp Hill, Pa 17011 ~ ....... ~ .... ...... ~ ,~.~Cumberland '~,? .~.~ ~,~ Camp Hill F~HER'S NAME (FK~. M~. ta~) ,r Concad I,. ary Hut)er ' I,~ 3 harvest Drzve,Harr~sburR,Pa. 17111 ~ ~, Q O . zzou nerr btreet ,,.. ~ / / [,,, uly 15,2003 [,~gst Harrisburg Cemetery Harrisburo Pa 17109 ~ ,~ ~.~ o~o~ eum ~ oo~ ~ znd St - . '~'Y ],,b. ~ yer ~uneral Home Inc.~a · ~' 02--//- ~ ~ ~ n~m ~~ mTIME~ D~TH ~ / IOATE PRON~NCED DE~ {M~h Day Year I~C~ ........................ 12~' -- I-. z o o ~ ~ I- ~'~ -//- 2 ~,9 3 L. ~. ~) 27.~1: Enterl~ ........ .~M~pKat~nsw~he=,~ ~alh ~te~e~ he~ol~i~ s~a .................. ['" [ r. auee Entec UNDERLYING ,,17,o?· 3ESCfllBE HOW INJURY OCCUflR~D. LAST WILL AND TESTAMENT OF MARY M. LINGLE I, MARY M. LINGLE, of 3030 Hoffman Street, Harrisburg, Dauphin County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all Wills by me at any time heretofore made. ITEM I - I hereby direct my hereinafter named Personal Rep- resentative to pay all of my just debts, funeral expenses, estate and inheritance taxes as soon after my death as may be found con- venient. ITEM II - All the rest, residue and remainder of my estate, whether real, personal or mixed, of whatsoever nature and kind, and wheresoever situate, I give, devise and bequeath to my husband, GEORGE W. LINGLE, III, if he survives me by thirty (30) days. ITEM III - In the event my husband, George W. Lingle, III, does not survive me by thirty (30) days, then I give, devise and bequeath, all the rest, residue and remainder of my estate to my sister, MARTHA I. KELL. If Martha I. Kell shall have predeceased me, then I give, devise and bequeath the residue of my estate to my nephew, CLARENCE M. KELL, JR., but if he shall also have pre- deceased me, then I give, devise and bequeath such residue to the issue of Clarence M. Kell, Jr. who are living at my death, per stirpes. Page One of Four ITEM IV - In the event any beneficiary shall be under the age of legal majority at the time he or she is entitled to receive assets under this Will, then I nominate, constitute and appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY as Guardian of the estate of said minor beneficiary. The Guardian shall have full authority to use so much of the principal and income as in the sole discretion of the Guardian is deemed appropriate for the support, maintenance, medical care and education of any said minor beneficiary, without securing court order. Said Guardian shall also have full power to invest any funds, both interest and principal, in such real or personal property as in its sole discretion is deemed advisable. ITEM V - I hereby nominate, constitute and appoint GEORGE W. LINGLE, III as Executor of this my Last Will and Testament. In the event George W. Lingle, III shall predecease me or otherwise be unable to serve, then I nominate, constitute and appoint CLARENCE M. KELL, JR. as Executor of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal this /S"~'day of April, 1986. INGLE~ Page Two of Four Signed, sealed, published and declared by the above Testatrix, Mary M. Lingle, as and for her Last Will and Testament, in our presence, who at her request, in her presence and in the presence of each other, we believing her to be of sound mind and memory, have hereunto subscribed our names as witnesses. of of ,/7/o / Page Three of Four COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN SS: We, MARY M. LINGLE, Testatrix, , ~C~._~ , ~z ..~~/ ~ /~/~,~ , witnesses, respectively, and whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses and that to the best of their knowledge, the Testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. Bubseribed, sworn to and acknowledged before me by MARY M. LINGLE, the Testatrix, and subscribed and sworn to before me by witnesses, this /\~F~ day of (D~j~£i/ , 1986. Notary Public Page Four of Four CHERYL L. WELSH, NOTARY PUBLIC My Commissior~ Expires March 26, 1990 Harrsburg, PA Dauphin County Th~s is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. ..... "~ocat t~gistrar 3227243 oCT o3 No. Date COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ~ O~ O~:~,~.~NT [F~at ~ ~ ~.~ ,~ClAI. ~ECURII~' NUMAR ~DA~ OF ~ {~. ~y, '~) '- George W. Lin~le III ,.~le ~195 --07 --3132m~~~/~ ~ 85 ~-. = ~ ~ 8-8-[9[0 ~Ha~28bu~s ~ E~ ~ ~I~" ~ ~ (~)~ '. llO. white .~ o~er/operator .~ Cut ~te Drug ~,. , ,~. ,. married [,., ~ M. Lingle 3u30 Hoffman St. ~ m.~. Harrisburg, Pa. 17110 ',~ ,,. ~ Dauphin orge ~. hlngle Jr. ~,'*~(F~,.~.,~ ,t Olie Mower ~.~ry M. Lingle ~m~v~ ~. 3030 Hoffman St. Harrimburg, Pa. 17110 -- ~ ~ ~~ I<"~'m~'~} ~ [ 2260 Herr St. ,~ ~ _ // ~ ~,~ 10-3-1995 ga,t Harrimburg Cemetery h,,.Harrisbugg, Pa. 17109 ~~~ ~ . ~~ x [~. 011545-L ~Neumyer Funeral Home Inc. Harrisbur~. Pa. 17102 ~.E~~ ~AC~ ~: t~m~T I Y~' ~")~"~ ..................................................... ,,.. · ......................................................... H105 805 REV 9-86 Th~s is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. ..... Local t~'egistrar 3227243 ocr oa No. Date COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ."~. OF ["' · -~'_~ r, ff (F~I, '--== ~-. ~ ~EX ISOCIA/. SECURITY NUMBER DATE OF OEATH {Monlh, O~'. '~) "' '. George W. LinBle III ,.male {~195 --07 --3132 I,. 85 '-- ; i .... , 8-8-1910 ,.Harrisburg ~,J~ ER~_-~:_. " ~e~m's us~ ~o:~-~ "'1 "' {,~ white i' (~vl~ ~ ~~ ~ ~ ~H~RY I~;~m i ~m~s;~=~ i ~S~-~,~ I j~o~ i~j ~ i { ,,~ o~er/operator ,,~ Cut Rate Drug ,,. ,,. ~ z 12 {'~=~+~ I-. married J,~ ~ M. Lingle Harrisburg, Pa. 17110 ~ ~'~ Dauphin ~, ~ ~ orge~. L~ ~sv=~,~,~ ,t Olie Mower ~ry M. Lingle ~m~,~ ~. 3030 Hoffman St. Harrisburg, Pa. 17110 ~ 2260 Herr St. "~ _~)' -- // ~ ~,,. 10-3-1995 al,. East Harrisburg Cemetery J~,d. Harri~burg. Pa.. 17109 kch~uT~-~.~df% - ~9~~._:._..~=~.~,~,~ ..... ~Ne~yer Funeral Home Inc. Harrisburm. Pa. 17102 ~AC~ ~: J _ . ,~m~T ~ I ~E ~ ~URY - ~ ~, ~. nr~. :~ ~j~ ~. ~ b,. I~1~ ~ ,,.. . ............................................. ,,. -. ~~ ~~_=/~ ~,/~/,4 ..~ ~/~/. FICE OF VITAL STATISTICS LOCAL RE NO CERTIFICATE OF DFAT, r,f Dda ar (107) CLARENCE 194-26-6322 MARTIN KF.T.T. UNOER 1 DAY :MO. DAY YR J/U~. 30, t 937 DAY YP, JUNg 27,[998 (CITY AND STA T£ OR FGREIGN CGUNTR Y~ RARI~ SBUEC, PA BEEBEI~[I)ICAI, CENTER JANET H. GEBHARn DI~.d~VAKE NO 19958 Lewes CLARENCE M. KI~J., SR. ~ BURIAL [~] CREMATION REM~AL r-~ FF~ STATE [] DONATION OTHER [] (SPECIFY1 LEk-ES R~-earch Consultant I33 CRE~ lANE [] YES CONLEYS CHAPEL C]~METKRV SUSSI!A R K.c[F~AR (~1~ COo MTT.T.ER ~ ~9958 (1-4 OR 5+5 DI~.AMARR ITEMS 27-29 MUST BE COMPLETED BY PHYSICIAN OR HOS--.~ PICE NURSE WHO PRONOUNCES (CHECK ONLY ONE) CAUSE D~E TO [Bt This is to certify that this is a true and correct reproduction or abstract of the official record filed with the Delaware Division of Public Health. Any alteration of this document is prohibited. Do not ac~:ept unless on security paper with the raised seal of the Office of Vital Statistics; State Registrar H 05:12 REV~ 8/88 F~E FOR THIS C{{RTiFICATE $2001 CERT. NO. WA;~NrNG: !Tf.~'° iLLEGAL TO ALTER THIS COPY OR 'IC :,~F _ICA. TF_ E.¥ PHOTOSTAT OR PHOTOGRAPH. COI%tMONW ~AL'~ H OF PENNSYLVANIA DI*'PARTIVEI~T OF HEALTH VITAL RECORDS L 3CAI_ REGISTRAR'S CERTIFICATION OF DEATH 441981-? 1-29-2000 Date of Issue of This Certificafloi3 Name of Decedent Sex FF~fALE Date of Birth Social Security No. T Middle 182-22-6803 I~ ~i.T ,T, Last Date of Death 4-1 R-OR Birthplace PENNSYLVANIA 1-27-2000 Place of Death HEAT~ERBANK NURSING CENTER LANCASTER COLLTMBIA Facility Name County City, Borough or Township Race WHITE Occupation SECRETA_R.¥ Armed Forces? (Yes or No) Decedent's Marital Status WIDOWED Mailing Address 745 CHIQU~$ HILL RD. COLUM:BIA Number Street City or Town Informant JAtCg~ ~Rf,T, Funeral Director KRISTZNE BOSTZAN Name and Address of Funeral Establishment ~qt4~D]',RY FTJ't',TERA~ HOME 29 N. GAY STI~RRT M_ARIETTA, PA Part I: Immediate Cause Part I1: Pennsylvania NO PA State (a) UROSEPSIS (b) (c) (d) Other Significant Conditions Interval Between Onset and Death Manner of Death Natural ~ Homicide [] Accident [] Pending Investigation [] Suicide [] Could not be Determined [] Describe how injury occurred: Name and Title of Certfier Address DONALD E. PLAYFOOT, I~.D. 1159 RIVER RD. MARIETTA (M.D., D.O., Coroner, M.E.) This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing./ , .. , ~ '~' ~ ~ Re~'istr~r of Vitaf~RecO'rds District No. 1-29-2000 25 IRIS CIRCLE ELIZABETHTOWN Date Received by Local Registrar Street Address City, Borough, Township REGISTER OF WILLS DAUPHIN COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of decedent Mary M. Lin~le Date of death July 11, 2003 Will No. A~min No. 0612-2003 To the ReGister= I certify that notice of beneficial interest required by Rule 5.6(a) of the OrDhans' Court Rules was served on or mailed to the following beneficiary of the above-captioned estate on March 3, 2004. Name Address Andrew M. Ke11 555 Harvest Lane, HarrisburG, PA 17111 Notice has now been Given to all persons entitled thereto under aule 5.6(a). Date= ~i) ~apacity: N~e Addr e s s Telephone X Kent H. Patterson 221 Pine Street HarrisburG, PA (717) 238-4100 17101 Personal Representative Counsel for Personal Representative 15341103022004 Cumberland County - Register Of Wills Pa~e 1 ROW621 3/~2/2004 File No 2003-00612 PA File No 2103-00612 Decedent LINGLE MARY M Docket Entries D/E Date No. Filed 001 07/25/03 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION D B N C T A OATH OF PERSONAL REPRESENTATIVE DEATH CERTIFICATE 002 07/28/03 DECREE OF PROBATE & GRANT OF LETTERS ADMINISTP~ATION D B N C T A Postage Certified Fee Rm'um Reciept Fee (Endorsement Required) Restricted Delivery Fee (Endorsement Required) Total Postage & Fees Postmark Here · Complete.~ 1, 2, ~ 3. ~ ~ item 4 if FI~ Deitvaly Is desired; m' Pflnt your name and address on the rev~e. 7003 Type C] Expmm Mail - O Return Reca~ for Merchand~e [] C.O.D. 4. ~ Delivery? (F_.x~a Fee) 1010 0001 1204 0246 n~ IEJFtO3 KENT H. PATTERSON ATTOB2qEY AT LAW 221 PINE STKEET HARItlSBURG, PENNSYLVANIA 17101 TELEPHONE (717)238-4100 TRANSMITTAL December 28, 2004 TO: FROM: RE: Register of Wills Cumberland County One Courthouse Square Carlisle, PA 17013-3387 Kent H. Patterson Estate of Mary M. Lingle Date of Death: 7/11/2003 File No.: 2003-00612 Enclosed is a check made payable to Register of Wills Agent for $18,000.00 for payment on account of iD-heritance taxes for the estate referred to above. Would you please forward a receipt to me in the enclosed self addressed and stamped envelope. Thank you. KHP/cvf Enclosure COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIOUAL TAXES DEPT 280601 HARRJSBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11 96) NO. CD 004788 PATTERSON KENT H 221 PINE ST HARRISBURG, PA 17101 ........ fold ESTATE INFORMATION: SSN: 182-40-843E FILE NUMBER: 2103-061 2 DECEDENT NAME: LINGLE MARY M DATE OF PAYMENT: 12/30/2004 POSTMARK DATE: 1 2/29/2004 COUNTY: CUMBERLAND DATE OF DEATH: 07/1 1/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $18,000.00 TOTAL AMOUNT PAID: $18,000.00 REMARKS: SEAL CHECK# 41017557 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS \....UllWerl.ana county Register of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 6/06/2005 PATTERSON KENT H 221 PINE ST HARRISBURG, PA 17101 RE: Estate of LINGLE MARY M File Number: 2003-00612 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 decedent1s death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 7/11/2005 Your prompt attention to this matter will be appreciated. Thank You. Ze~~ ~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge vuf - ,r\ -, Court of Common Pleas of Cumberland County In Orphans' Court Division STATUS REPORT UNDER RULE 6.12 Name of Decedent: Mary M. Lingle Date of Death: June 11, 2003 Will No, Admin. No. 2003-00612 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: June 2006 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: -' :-..:> "'"'",) ..", => =- .-. c. Did the personal representative state an account ~formally to the parties in interest? Yes No t-".' ~~; Copies of receipts, releases, joinders and ~2~provals of formal or informal accounts may be filed 85~th the Clerk of the Orphans' Court and may be d~tached to this report. ~~ [3 tl.... C) u'" 0'\ o L~.J C) C1: L.t (-:~- c', I.Ll C:J C"';~ C._i c..:) l_Ll cC:. ('") ....- ,",',"- ~ Page 1 of 2 '....... i. Date ~ /i/ Ac:7~ J ,.- /I Signature ) ~~ 'C- '10 ' ' I Kent H. Patterson Name (Please type or print) 221 Pine street Harrisburq, PA 17101 Address (717) 238-4100 Tel. No. Capacity:___ Personal representative ~ Counsel for personal representative Page 2 of 2 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (71 7 ) 24 0 - 6345 Date: 6/22/2007 PATTERSON KENT H 221 PINE ST o :J."J fO ~~;g ,~j) ............. . "<?O \...J ., c-= :0 ---I I"'-..:) c:::> (~:';. --.I L. (- Z 1'.) O"t ~TJ r-F'l C') <-e; ;:~ ':-:J () --r-) ~_ - ~1:J 'c') ._ rII ,./) ,-) -~ i. 1 ~- HARRISBURG, PA 17101 ~ ~. ......~.r. RE: Estate of LINGLE MARY M File Number: 2003-00612 0\ Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 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: 7/11/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ,JJ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) J Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 6/22/2007 KELL ANDREW M 555 HARVEST DRIVE HARRISBURG, PA 17111 o ~o ,", ::0 F', ~ ("') :':~':93 U)7;;: (')0 ? ,-, 'J _,J II ()C= : ::0 --i ,3-~ r-.) = c:::> '-..1 <- C Z f',) en -n ::u is:'l rTl <.. ) r-',o ':!1d '-:-:j(3 c> "n -rl C'5 r- r n C~.''-l j-:) :r.- :r:: RE: Estate of LINGLE MARY M File Number: 2003-00612 Oi Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 7/11/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ~ Court of Common Pleas of Cumberland County In Orphans' Court Division o 'c;;Q :n v !.:.r:o ->/-- '--= [n (/5 ;f? ,-')c--' ;2-n :::5 _.,.J -; .-> ,,, <:'.:::> f"::::;:> -..I L. c:: r- w " 2 ..c:- STATUS REPORT UNDER RULE 6.12 w C> Name of Decedent: Mary M. Lingle Date of Death: June 11, 2003 Will No. Admin. No. 2003-00612 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: January, 2008 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 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 may be attached to this report. Page 1 of 2 7; T1 ('") ':.J :T:, :':J .. 1 ':::"''J ) , G: l Date ~ 17) 2-001 Signature ~ f /~~ / Kent H. Patterson Name (Please type or print) 221 Pine Street Harrisburg, PA 17101 Address (717) 238-4100 Tel. No. Capacity:____ Personal representative ~ Counsel for personal representative Page 2 of 2 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 c7 `'`'' L.0 `- ~.. '~ Date: 6/13/2008 `'- n '~ _ r~~~~.i3~ _ G 3 -- KELL ANDREW M r?r ~c1 . - . ~ - - ~ .~ - -,~ 555 HARVEST DRIVE ~,~ ru =- HARRISBURG, PA 17111 ~'' .~- - RE: Estate of LINGLE MARY M File Number: 2003-00612 Df=_ar Sir/Madam: This notice is to serve as a reminder that the Status Report by PE~rsonal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SL:JPREME COURT RULES DOCKET N0. 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: 7/11/2008 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 6/13/2008 F'ATTERSON KENT H 221 PINE ST HARRISBURG, PA 17101 R:E: Estate of LINGLE MARY M File Number: 2003-00612 Dear Sir/Madam: w. , ~ ~~ ~7~-. ~ ~~ - ~~ ~ ,~ ,~' ~~ ~ _ , '7 ~.,, _. -~:v _ 1 . J -i ~~ ~. ~- c~ This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. A:~ per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 St1PREME 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: 7/11/2008 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: Estate of CUMBERLAND COUNTY LINGLE MARY M PENNSYLVANIA NO. 2003-00612 ~,, c~ ~.~ _ . ~- n ~:- _ _ ,-l7 C~ ~ r- ;,~.~ NOTICE OF FAILURE TO FILE STATUS REPORT 4° ~ ~ ~ ~' _~_s L_ ~l ~:\ _ ~: Personal Representative: KELL ANDREW M ' ~ ~`' _... ,_ __ Counsel for Personal Representative: PATTERSON KENT H = ~-^ cr :Date of Decedent's Death: 7/11/2003 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 7/29/2008 °,x,,~, v'~ACxu.J~ // I+~ Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: Estate of CUMBERLAND COUNTY LINGLE MARY M PENNSYLVANIA NO. 2003-00612 c~ (-- ~} _ - v Q r-, J ~4 NOTICE OF FAILURE TO FILE STATUS REPORT ; ~ ~ ~ ~_ • ~~-. - Personal Representative: KELL ANDREW M ~-~ >C Counsel for Personal Representative: PATTERSON KENT H ~ ~ F ~ --~ .Date of Decedent's Death: 7/11/2003 { n n The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 7/29/2008 ~. r Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File AJG 13 ~'~~~ ~ IN RE: ESTATE OF LINGLE MARY M ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2003-00612 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: KELL ANDREW M ~_, Counsel for Personal Representative: PATTERSON KENT H ~ ~ ~~ u= -, -_~, f ~' Date of Decedent's Death: 7/11/2003 `- `-~ `'' ': ~ : w - ~- Date of Delinquency Notice: ~ ~: ~. The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accarcfiahce -~ with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules was given on the above date and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. l~~i~~s~ Date: 8/12/2008 Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled Mondav, November 3, 2008 at 11A in Courtroom No. 2 . If the Status Report is filed prior e hea 'n e the hearing will automatically be cancelled. y ~ ~ Edgar B. Bayley, J. ' _ ~' '~ q~~r ~! ~ ~~Cs~ ~ TN RE: ESTATE OF LINGLE MARY M ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2003-00612 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: KELL ANDREW M Counsel for Personal Representative: PATTERSON KENT H ~? :~' ]Date of Decedent's Death: 7/11/2003 ~~ ti° ~_ 1 r Date of Delinquency Notice: ~ _ a„ The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accord~ie ~. with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Co~t-t ~ ~- Division, Court of Common Pleas of Cumberland County, that neither the above named personal rn representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule Ei.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules was given on the above date and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. l.i~~'~ Date: 8/12/2008 Glenda Farner Strasbaugh Clerk of the Orphans' Court L)istribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled Mondav. November 3.2008 at 11AM in Courtroom No. 2 • If the Status Report is filed prior t e ing date, the hearing will automatically be cancelled. Edgar B. ayley, J. , .. Court of Common Pleas of Cumberland County In Orphans' Court Division STATUS REPORT UNDER RULE 6.12 Name of Decedent: Mary M. Lingle Date of Death: June 11, 2003 Will No. Admin. No. 2003-00612 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: September, 2009 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 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 may be °n ~tached to this report . r- ~~ -_ d ~ ~ ~:' s __ __, _:.: ~ - cv t- ~ _t c-' c Page 1 of 2 c~ ~ i. ~ Date U "~- ~ ' ~ ~ Signature Kent H. Patterson Name (Please type or print) 221 Pine Street Harrisburg, PA 17101 Address (717) 238-4100 Tel. No. Capacity: Personal representative X Counsel for personal representative Page 2 of 2 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 6/15/2009 n ~ ~ PATTERSON KENT H ~ ~ - ~ _ ~ 221 PINE ST - °~-~ i -- ~ _ . ~> r HARRISBURG, PA 17101 cr.~„ rn ..? ; ~> < - :~ ~~ - w RE: Estate of LINGLE MARY M File Number: 2003-00612 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 7/11/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, a.~,+ Glenda Farner Strasbaugh ~` Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 6/15/2009 ~~ r-a ~ KELL ANDREW M ~._ o ~ ~ ~ 555 HARVEST DRIVE ' ~~ ~ ~ } HARRISBURG, PA 17111 ;_~-gym ~., . , ~~ ' -~ -~ o .i ~~ ~ '~._, w RE: Estate of LINGLE MARY M File Number: 2003-00612 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 7/11/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel : ORPHANS' COURT DIVISION In Re: Estate of COURT OF COMMON PLEAS OF CUMBERLAND COUNTY LINGLE MARY M PENNSYLVANIA NO. 2003-00612 w a NOTICE OF FAILURE TO FILE STATUS ~ a, REPORT ~ ~ '- ~ c Personal Representative: KELLANDREWM : r^ ...:.~_D C!1 ~ Counsel for Personal Representativ l._? C7 O ` } o ~-r e: pATTERSON KENT H Date of Decedent's Death: 7/11/2003 w The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 8/5/2009 Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File ,,~z~ z. '~ «, > r ^ri _~, ,,_ 7 ~ ~ v V AUIi 1 / LUUy ~ IN RE: ESTATE OF ~ ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF LINGLE MARY M CUMBERLAND COUNTY PENNSYLVANIA NO. 2003-00612 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: KELL ANDREW M Counsel for Personal Representative: PATTERSON KENT H ~ ~ c -cT Date of Decedent's Death: 7/11/2003~~~~? a ~ .zrn Date of Delinquency Notice: 8/5/2009 ~ v~ ~ _ J ~~~ 3 The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in act~rdagce with Rule 6.12, Supreme Court Orphans' Court R l h w u es, ereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above na d rn me person representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Or han ' C al p s ourt his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice , pursuant to Rule 6.12, Supreme Court Orphans' Court Rules was given on the above date and th t th a e ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such deli nquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be im osed u th d p pon e elinquent personal representative or counsel for the delinquent personal representative. x_, i ~~~ ; ~,:• ;~ ~,, Il` +. c~ ~i Date: 8/14/2009 j,/_ t a /~e~.~. Glenda Farner S[rasbaugh Clerk of the Orphans' Court v Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled December 7, 2009 at 11:00 am in Courtroom No.2. If the Status Report is filed prior to t e jtearing d , thL~au~ ~~,ill automatically be cancelled. r Edgar B. Bayley, J. U" 'b AUG ? 7 2009 ~ '~ IN RE: ESTATE OF LINGLE MARY M ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2003-00612 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT'RULE Personal Representative: KELL ANDREW M n _O Counsel for Personal Representative: PATTERSON KENT H a-a `O Date of Decedent's Death: 7/11/2003 , °- ~rn ~ uz~ ;~~~ v Date of Delinquency Notice: 8/5/2009 `~qci ~ The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in acc~dace p with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court °i Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rucle 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules was given on the above date and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 8/14/2009 I~~~'G1lG~Q,it~~//~f~t/ Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled December 7.2009 at 11:00 am in Courtroom No.2. Ifthe Status Report is filed prior o the heari a automatically be cancelled. g?~~~~Nro'hjaring will Edgar B. Bayley, J. ' -~ fr:.~ . _; c~:> ~- ~' c , ,-> ;, ,, -; 1 ~. Court of Common Pleas of Cumberland County In Orphans' Court Division STATUS REPORT UNDER RULE 6.12 Name of Decedent: Mary M. Lingle Date of Death Will No. June 11, 2003 Admin. No. 2003-00612 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the Following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete:- August, 2010 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account ~`,-: ~ ~~informally to the parties in interest? Yes _ No ~;-~ _°' ~ ~pc~S~. Copies of receipts, releases, joinders and v ~'_~ Y ~~pprovals of formal or informal accounts may be filed u.i _~ ~ ~y ~,~« °' ~` `with the Clerk of the Orphans' Court and may be j ~ ~ c'S. attached to this report. ~~ ~~ ~ ~~ i._ v, ~ ~.~ ~' °o V N Page 1 of 2 ~~ Date // ~ Signature Kent H. Patterson Name (Please type or print) 221 Pine Street Harrisburg PA 17101 Address (717) 238-4100 Tel. No. Capacity:_ Personal representative X Counsel for personal representative Page 2 of 2 R.EC1STc[. G;=1~ViLLS GF COLrvT i', FLvT1SYL!`' ~Nla Name of Decedeitt:~' ,~~1' ~ t ~! `~_ - Dste e Death: ~-'1' ~~ \1 ._ ri!~ l~u::;ber: .• rn nmJ-1~,i,~,t of the ~dmini:trati0n of 0 . s ~.. D.. r r^ D,.le ~ 17 T onn.-J the F.~ll~~uina ~::ith ;•~eYV~,; C r a ~u~i.i~.ia w a u. v.~.•. ....., v. aa., • r..rw• ..' ._ ~, the abo ~ e-captioned estate: • ~' ............. Yes ~ No .... ete:. . 1. Mate whether administration of tJte estate is compl ' ~! . i 2. If the answer is No, state when the personal representative ~~ reasonably believes that the administration will be complete: !, 's YES state the following: !, ~. If she answer to T1o. 1 r al a resentative file a final account with the Court? . • • •'• • •' Yes ~-' \ a. Drd the person r p b. The separate Orphans' CourtNo. (if any) for the personal representative's account is: c. Did the personal representative state an account ! 1'es ©No . inforr~~ally to the parties in interest? .:........................... d. Copies of receipts, releases, joinders and approvals of formal or iufonral t~ccounts may be . bans' Court and maybe atiached to this rep~rt• filed wits the Clerk of the Otp ~~33 --- C.; '.`> D Y Signon~re of PC.`J~n r tluJ; thu : orm c; -~ ~.~.:r ~ ~_ ~ Capa..;ty: Perso a, Representativle ^Coanszl Ci ` ~7 ¢, ,; J~7 C~ ~ Nmr.2 of Ptrson ~'liog dais roan E...- ' F .'i.. Q Q ~ A t'.' ~_.. cv Addy t l ~+C (~' `' ~.. _ n, L hs s r[, Cumberland County - Register Of Wills One Courthouse S uar~ Carl i s 1 e , P '~~' ~ ~ ,,.3F~lt~ ~~ Phone : (717 ) 2 ,° ','~.~'L~ ~~~`~~.' 210 ,lUN 16 PN 1 ~ 59 CLERK 0~ ORpHAN~S COl7~ Date: 6/16/2010 PATTERSON KENT H 221 PINE ST HARRISBURG, PA 17101 RE: Estate of LINGLE MARY M File Number: 2003-00612 Dear Sir/Madam: This notice is to serve as a reminder that the Status Rep rt by Personal Representative under Rule 6.12 is due on the bel~w listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RUL~S, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on r after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Re ister of Wills a Status Report of completed or uncompleted adminis ration. This filing is due by: 7%11/2010 Please feel free to contact this office with any question you may have. If you have already filed your Status Report, plea e disregard this notice. ~ Sincerely, /~~1~~ Glenda Farner Stra b u h Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 ~~; ~-~-~~~ e., n{",S"~, t . Phone. (717) 240-6~.4~ ,~ ~~ ~ hy~liv" ~ 2tIiQ JUN ~ ~ PM ~' S9 ~' pRPNA~1`S ~~~ fl.1MRFRlF;i~D ~~ , PP Date: 6/16/2010 KELL ANDREW M 555 HARVEST DRIVE HARRISBURG, PA 17111 RE: Estate of LINGLE MARY M File Number: 2003-00612 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the bel~w listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RUL S, N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on r after July 1, 1992, the personal representative or his counsel,,within two (2) years of the decedent's death, shall file with the Re aster of Wills a Status Report of completed or uncompleted administration. This filing is due by: 7/11/2010 Please feel free to contact this office with any question you may have. If you have already filed your Status Report, plea a disregard this notice. Sincerely, /~~~i~ l~z~rac%~~'~I~ Glenda Farner Stra b h Clerk of the Orpha~is' Court cc: File Counsel 1 Court of Common Pleas of Cumberland County In Orphans' Court Division STATUS REPORT UNDER RULE 6.12 Name of Decedent: Mary M. Lingle Date of Death: June 11, 2003 i Will No. Admin. No. 2003-00612 ''~ Pursuant to Rule 6.12 of the Supreme Court Orphans'IC{ourt Rules, I report the following with respect to completiono~f the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administratioon will be complete: August, 2011 ~ 3. If the answer to No. 1 is Yes, state the follolwi~g: a. Did the personal representative file a fi~nail account with the Court? Yes No b. The separate Orphans' Court No. (if any) ',fq'r the personal representative's account is: ~: cJ ~_-, n I Vic. Did the personal representative state an '~ac~count .,: =~_T N ~~informally to the parties in interest? Yes I INo ~--ov ~ _ -' ` x~~d. Copies of receipts, releases, joinders ar~d ~ ~ approvals of formal or informal accounts may r}e filed w ' w v~with the Clerk of the Orphans' Court and may 2~e "' attached to this report. `~j , , ~ Page 1 of 2 _J _-L--- Date ~ ~~ ' G.._. v~ .~..~~_ Signature Rent H. Patterson '~ Name (Please type or ~r~.nt) 221 Pine Street Harrisburc, PA 17101 ~ , Address (717) 238-4100 ', Tel. No. Capacity: Personal repres~n~stive X Counsel for per~o~al representat~v$ IN RE ESTATE OF MARY M. LINGLE DECEASED IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ~~ -Q3 -(jZ,.Q~~ NO. TERM r~ ~ ~~ Q ~~ PETITION FOR CITATION ~i ~' ~ ~~~-+ ~_ 'c~ p~_ .~ ._ Z .y r...f TO THE HONORABLE THE JUDGES OF SAID COURT: ~~ AND NOW, this ~~-~ day of ~~~~ n -i ~ `~, `~ ,~ , comes the Commonwealth of Pennsylvania, by Thomas O. Armstrong, Deputy Secretary for Taxation, for Daniel Meuser, Secretary of Revenue, who avers: 1. That Mary M. Lingle, deceased, (hereinafter referred to as "the Decedent"), died on July 11, 2003. 2. That a Petition for Letters of Administration was made by Andrew M. Kell, Administrator (hereinafter referred to as "the Administrator"). Letters of Administration were granted to the Administrator on July 28, 2003. Attached hereto and made a part hereof is a copy of a document attesting to said date on which Letters were granted marked Exhibit "A." 3. That on February 3, 2011, a certified demand letter was sent to the Administrator, advising that the Inheritance Tax Return for the Decedent had not been filed. Said letter was returned marked "unclaimed." An investigation was conducted that verified the residence and existence of said Administrator. Attached hereto and made a part hereof is a copy of said letter and unclaimed envelope marked Exhibit "B." 4. That as of the date of this Petition no Inheritance Tax Return has been filed by the Administrator of this estate as required by Section 1736 of the Act of December 13, 1982, P.L. 1086, No. 255, (72 P.A. C.S. § 1736). 5. That under Section 2176 of the Act of August 4, 1991, P.L. 97, No. 22, (72 P.S. § 9176), the Secretary of Revenue is authorized to request the Court to issue a Citation directed to those subject to any duty imposed by the aforesaid Act, commanding such persons to appear and show cause why the requirements of this Act should not be met. WHEREFORE, your Petitioner prays your Honorable Court to issue a Citation upon the Administrator, directing the Administrator to appear and show cause why said Inheritance Tax Return in the estate of the Decedent should not be filed as required by law; and to further direct that the costs of this action shall be borne by the Administrator. COMMONWEALTH OF PENNSYLVANIA Thomas O. Armstrong, Ph.D. Deputy Secretary for Taxation FOR: Daniel Meuser Secretary of Revenue COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF DAUPHIN Thomas O. Armstrong, Ph.D., Deputy Secretary for Taxation, for Daniel Meuser, Secretary of Revenue, being duly sworn according to law, deposes and says that the facts set forth in the foregoing Petition are true and correct to the best of his knowledge, information and belief. ~`~.- ~ - Q,r,~c,,., Thomas O. Armstrong, Ph.D. Deputy Secretary for Taxation For: Daniel Meuser Secretary of Revenue Sworn to and Subscribed before me this ~ ~ ~~,, day ~r`~_ ~' P NOTARIAL SEAL MELODY J GLENN Notary PubNc NARRISSUNB CITY, OAUPNIN COUNTY ~ Conllalaaioa Ea~aa Mnt 21,2016 Nk3 is' v lClU.~314~ a6!!fu`' ytefoN Y`kUQ~ MiH9UA~ Vlia c"~fiUA?.;riRAk BIOS ,tS t~sM ze~q~c3 na~~mmo~ ~M Page 1 of 1 Oath of Personal Representative CommonweaNh Df Pennsylvania CDlJnly Of Cumborland The PetNtoner(a) above•named swear(s) and aifitm(s) that Iho tlatemenls in the lorogofng PoUtion are True and correct to the host of the knowledge and twliol of Potitiorwr(a) and that, as personal ropreserrtative(s) of rite Docodent, Pelgioner(e) wiq weu and huly administer the ~stat/e~a~oc~o~rdvty to law, ~~ Sworn to and alfinned and subscribed -L~~vw~ Y~ balsa mo ihrs u, Andrew M, Kell day o! ~~ DECfiEE 0>= FiERISTER Eslato of Marv M. tit,. DaGeased No. mil- Q~ - [old, also known as - _.... Social Security No; Date of Death: 71.11tg3 AND NOW, ~,_ , In coneidarallon d the Petitiart -~ on the reverse side hereon, eatisfaciory proof having been presented before me, IT 15 DECREED that Larcera p Teslarnenlary~ of Adminisfration "r _ (C- •. nG 1. r t, qry~ .PI7r imVrgkJ are hereby granted to _... _._,_~ rv12 ~, _")"y) )~, ~.Q - r -- IV In rho above aerate and Brat bte lnatnxnenl(e), if any, dated~l5- gJe dAearibod to the Petition t>9 admitted to probate and fibd of record as rho last Will of Decadent, ~"~ FEES 77 w Collars .................................... S-Q1 r ~ . 1 . tr+ • s Short CerUliglo(s) ............... S 1 r rr.,,,~_. Renunciation ........................ Ji Atfkiavit ( J ....................... S Extra PaOea t ) .............. S-.=i:.t~_.. Codica .............................. S~._®~ JCP Foe ................................. 3 J o . up -.,..~, inventory b Tax Forms ............. 3 Other ..................................... S _~~. TOTAL .............................s r V R%W)A Attorney; Kent H. Patterson t,D. No: ~7 Addr088: 22t Piny $t-eel ^~ Narrispuro PA 17101 Totophone: 1717) Y38-4100 DATE FILED: _7•~,1sr• ~3 http://records.ccpa,net/weblink~ublic~rint/ImageDi splay.aspx?cache=yes&sessionkey=.., 11 /3/2010 EXHIBIT A Page 1 of 1 Register of WiES o1 Cumborland County, Pennsylvankl PETITION FOR GRANT OF LETTERS Eetelo of Mary M. tingte No. ~I - 03 ~ ln) 2.,. also known as . Oet:epsed Soclar Security No. i 82.40.8435 PeNieM o e l e~aedapraov>w,. ~e- r (COMPLETE "A' Oq "d' Bttow;) A. Probate sad Oant of Letters and aver Thal Pelitlonsr a Is+ara M-e exaW or Oeoedem, doled 4/1 (} named In 1M Uq Yytll of the and codicit{a) dNed W . L !~ lttRa,.vf. ~-~~~ r`ry/1~ '~ AO r ar.. D¢,.-.......a71. 1 ~'L'1 -.tnsn /O.._ ~ _ .. _ M. ~ ae ~ (cornrt.eTF IN Att. OABEti:) Attat:f- addllionel ehoota 11 necessary. Oecedem wn domldlsd at death In CtxnbeAtutd oounty, Ponnaytvanio. whh hWher tae! lamly or prkidpal rofldenpe al 1700 Marko SVaet Bono tx Cem Hill Cumbe H PA 17011 Dooodenl, uran A3 iw ww, hn aro mrtt Yeas of ape. dyad ,)uN 11 , ,,? fQ~ , a1 Adi-~r~9r Cale Nursing Confer Wosl Bono Como Hill deClderll N loth Ormed PoPedY rrgr wamaled valves sa kaowa; 1 --- -- !a dombid h P/y Aa peremal property ..._ ............. . ...... i 130,000.00 is rwl dorMtllp h PA) PerrrxNt P^/Pe"tY N PameyManta .......... , . _ pl not dombtW h PA) Personal pope+ty h CovNy ...................... i Valr of rat estaq M Pemeylvarrk ._.,._................ .. S ToW ...................._,......,..................... ..........................._. _............., ....... i 139,.0..44.00 FMI Ealaq axwtrd as Idrevvr '~®a~ vnraralora, I'saaonar(a- raaDecthraY ravr,vellsl t++e probate d era tort W!t end C«Ibrtq poeentad wro+ a;s Potiton end Cra 1PM1 of IalNn N pre aPPloprele Ism a M andaragne0 ~sxa 7VMd a ph4pd aam- and rnldonce RW7 11~fJ~~-I~ ~~ a~, '.CS,~bo. ©o ~~~~ ~~ http://records.cepa.net/weblink~ublic~rinf/ImageDisplay.aspx?cache=yes&sessionkey=... 11 /3/20l 0 EXHIBIT A Eacspt at In»nwt. OooadsM 60 net marry. wet rot divorced arrd d0 nit N,p ~ q,ip pars o ~do~~b,ryK ~x~'~ of fN doarranb offnsq ~ eor proWee: was net trM rblm of a hdliq and ws r never aQ+Vdpgd hcapathated D. Gram el lvtta-a d AdmRnr6lraikm ~'S • N . ~., [• a . role. nc .. P. roe xamomw Pet~tbnor(y atbr a Proper search heaArsvo esarlalnad the Oecedem Ieh no Yrfl1 end was avrvlwd by the IoHowinp epouee {A any) snd treirs: HARRISBURG D}STRlCI' OFFICB PA DRPARTMPHTOPRRVBNUB Id23 STATlLBY DRtVB HARRISBURG PA 17103.1236 ANDREW M KELL 555 HARVEST DR HBG PA 17111 Dear ANDREW M KELL s COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE Date: Estate of: LINGLE Date of Death: File Number; R RV-369 FO APP (07-OB) 11/3/2011 MARY M 7/11/2003 21 03-0612 Depatfinent records indicate you are responsible for the settlement of the above estate or that you represent the responsible party. As of this date, you have failed to resolve this matter. This is to again advise you that the estate is in delinquent status, as it remains unsettled. The Inheritance and Estate Tax Act mandates the filing of a tax return and payment of all outstanding liabilities by a personal representative or a transferee of an estate within nine months of a decedent's death. Department records show that this estate remains open because: AN INHERITANCE TAX RETURN HAS NOT BEEN FILED. If the return was filed, please contact this office immediately, If this estate was opened for the purpose of filing a lawsuit, please provide the term and docket number of the proceeding in writing to this office so that we may postpone any further action. Under Act 40 of 2005, additional collection costs, including but not limited to fees of tip to 39 percent of the amount due and attorney fees incurred in securing payment, may be imposed on any liability not paid prior to referral to a collection agency or contract counsel. This notice shall serve as a formal demand on yot~ or your client from the Department of Revenue. If you fail to file the return, the Department may file a citation requiring yott to appear in court to show cause for your failure to comply with the law. A finding of contempt in this matter could subject you to additional penalties and/or incarceration by the Orphans' Cotirt of Cumberland County. RETURNS SHOULD BE FII..ED AND CHECKS MADE PAYABLE TO; REGISTER OF WII.LS, AGENT Sincerely, Anastasia Di Bartolomeo Direct any questions regarding this estate to: (717) 425 - 7704 HARRISBURG DISTRICT OFFICE cc: PA DEPARTMENT OF REVENUE KENT H PATTERSON 1825 STANLEY DRIVE 221 PINE ST HARRISBURG PA 17103-1256 HBG PA 17101 EXHIBIT B HARRISBLOtO DISiR,C1' OFFICE PA DEPARTl1fENT OF RE1'BNUE t825 STANLEY DRl VE HARRISBURG PA !7103-1256 ANDREW M KELL 555 HARVEST DR HBG PA 17111 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE Date: Estate of: LINGLE Date of Death: File Number; 2/3/2011 MARY 7/11/2003 21 03-0612 (Certified Mail-Return Receipt Requested) ' 17~il~lafl~,lrrrwr~rn~.r...~r. .. a ~ , u ;,lr , J ~ ~~ ~.I.i `; ~ 'u~ !'~1}~ ~ ! ~ (1 { r .y {try ~, 7 C 1 168p QD01 6965 2789 y ,s; ~ ~~ ' ± ~ < I ~ ~ , ~ ~.wj : ~I~~ «, 1 cl ~~~ ,:#..,.;~ •:,, M •~ ~~~ ~~t77JG ~ ~~-r ~.,~,~~ ' NxXx£ i'7Ei bE 1 bb C?~126. r~£•ru~rt ro str~r~~r~ UMC1-A SM~O UNAF3L£ 'PA ~OR4Jr~F2p ~.s,~ ~ ~'4°"~jr~ '..t~a'"y'" BC:: 19:LA31.'~315:28 ''r0~1A-034Q!3-C~3~ '''3a3c~i ~~' 1,,,1)1,,,11„11111,,,,i1„-,11„1,1,1,i„11,,,,1,1,1,'I,I,-,il Revenue. !f- you fail to file the return, the Department may file a citation requiring you to appear in court to show cause for yotu• failure to comply with the law. A finding of contempt in this matter could subject you to additional penalties and/or incarceration by the Orphans' Court of G~mberland County. RETURNS SHOULD BE FILED AND CHECKS MADE PAYABLE TO: REGISTER OF WILLS, AGENT Sincerely, Anastasia DiBartolomeo Direct any questions regarding this estate to: HARRISBURG DISTRICT OFFICE (717)425-7704 PA DEPARTMENT OF REVENUE Cc: 1825 STANLEY DRIVE KENT H PATTERSON HARRISBURG PA 17103-1256 221 PINE ST HBG PA 17101 EXHIBIT B Laserficlie WebLitilc Laserfiche' WebLinl Browse Search ` ~' ' ~ ~ r._. -- -- (1.'I DA Template: ROW DoclteE No 03.0812 Type Reglbter o) Wills Name LINGLE MARY M Aflomey PATTERSON KENT H Ex/Admt KELL ANDREW M ExlAdm2 Ex/Adm3 ExlAdm4 Pale 1 of 1 ~ Lopoul _...._ ~ ~ Pape 21 0145 `GoJ O ® (] ~ ~ ~ C~ 24 01 er6 • U Papes 21 to t5 Proltwnotary_7 > Repisler o1 Wills > Esleles > 2003 > 03.0600 ihru 03.0099 > 03.0612 bets ~~ // dlf1S ~{~ /yi-- -J-- --- ~it k. Ydlt~raq,~__. _____ _ Ne1N (ptNee typo or print) ptl piee btreet nirr7iLere r.. X17101 .,_m Iddreee (71>) It3b•~100 Set. No `____.__._.__~._..._ Cepeoltyr`_ ryreonel repr.Nntattve 7j._ Counsel [er peraonel ' repeeeeetatlve Pape Z of ~ Powered Oy Luer6cke Y59hLink rmrbn 7.O.ti. LsreACAS Ir • npigend tndemerk of Computink Menepement Center. Inc. IDb copy Ie np4lend to; County of Cumbedend • Commmr~bnerr http://records.ccpa.net/weblink~ublic~rint/DocView, aspx?id=31679&dbid=4 11 /1 /2011 EXHlBtT ~ Laserfiche WebLink LaserFiche' WebLinH Brawse Search ~ j t Qo 00 Template: ROW Docket No 03-0812 Typo Ragialar of Wi11a Nema LINOLE MARY M Attorney PATTERSON KENT H Ex/Adm1 KEII ANDREW M Ex/Adm2 - Ex7Adm3 Ex/Adm4 ___ Page 1 of 1 s Lopoul L. J ~ Pepe 18 of 45 .:__:J ® 0 ~ ~ ~ ~~ 24.0196 • ~+~ Papas 18 to 45 Prolhonolary_7 > Register of Wllls > Ealatea > 2003 > 03.08001h1u 03.0698 > 03-0812 Ruunun va« f(VVIYIV'AgA 0 pl(M/AV(1441~1MIf fAV (•.IO.I r(an ' NO. CO 004788 PA11aR60N eENI H IIARMawn], M 11101 A}SI XaMINT AMOVN/ IilA.tlakn . __.__._. _. -.w..,..~..,...-- -- - tot 1 IIa.000.00 r.IMMYR )10)~Celt 1 w(IwNT IlA4(. IINGLC MARY M I all a rA~IxRT. I)IMJ7tge 1 (nru.. CVW<Ata+q 1 o.nanAlw OJnt/rJ]) -----^-..-..... _.... ~__. i 1 TOTAI AMO{M/ fA10: Ile (pl p0 A[NAPxS; piLCx)L10176a7 IYl1Ala: JA tN' ALtLMO BY: GltNOA rAlMlrp f.l_gA~t~ll A[O~SILa Vi WiLS t'i)~~rn n+yr Poaared by Le)erRCM WeDUnk vaebn 7.0.6. User6cM IL s ropislerod D)derMrk of Colnpulink Menepemenl Cenlar, Ino. Thts OOpy h ropi/Un0 lo: Corny of CumMdend • CenvNribnero http://records.ccpa.net/weblink_public~rint/DocV iew.aspx?id=31679&dbid=4 cYU1a1T ~ 11/1/2011 _ __ . . PRIMARY ID 202-56-9017 SPOUSE ID 167-64-8923 NAME YEAR 2006 KELL SPOUSE YEAR 1999 CREATE TAX YEAR 1986 ANDREW CREATE VERONICA STRIP YEAR 2008V SOURCE ANNUAL KELL ESTABLSHD SOURCE CONVERTED 555 HARVEST DR CNTY- DAUPHIN HARRISBURG PA 17111-5671 TELEPHONE 717-957-2862 EST STRIP YEAR 2010 FILE/RES RETURN AMNESTY TAX-YR DLN 2011 115405644923 STATUS SPOUSE-ID STATUS CODE J R BALANCE SST 2010 105400972144 7.67-64-8923 REMIT /RTN J R 167-64-8923 REMIT /RTN $.00 'N 2009 095001166309 J R 167-64-8923 REFUND /RTN $.00 Y $ 00 !Y 2008 085000789817 J R 167-64-8923 REFUND /RTN . $ 00 'y 2007 ..PURGED ,..,PURGED,.PURGED,,,,, , 2006 ..PURGED ....PURGED.,PURGED..... 2005 ..PURGED ....PURGED..PURGED... 2004 ..PURGED .. ...,PURGED..PURGED...,. *** MORE *** =+1 PAGE 1 EXHIBIT C IN RE: IN THE COURT OF COMMON PLEAS ESTATE OF :ORPHANS' COURT DIVISION MARY M. LINGLE, :CUMBERLAND COUNTY, PENNSYLVANIA DECEASED 21-03-0612 ORPHANS COURT ORDER OF COURT AND NOW, this 15th day of November, 2012, upon consideration of the Petition for Citation, IT IS HEREBY ORDERED AND DIRECTED that Andrew M. Kell, Administrator for the Estate of Mary M. Lingle, deceased, is hereby cited to be and appear in Courtroom No. 2 on Friday, March 15, 2013 at 9:00 a.m. at the Cumberland County Courthouse, Carlisle, Pennsylvania, and then and there show cause, if there be any, why the Inheritance Tax in the estate should not be paid; and to further direct that the cost of this action be borne by the said Administrator. IT IS FURTHER ORDERED AND DIRECTED that Andrew M. Kell, Administrator for the Estate of Mary M. Lingle, deceased, file an Answer to the Commonwealth's Petition on or before Friday, March 1, 2013. Lora Kulick, Esquire Office of Chief Counsel ~ ~ ~'~' PA Dept. of Revenue ~ -" P. O. Box 281061 .~~ - Harrisburg, PA 17128-1061 ~- ~ - __, _ __~ _, , ~ - ~, _ , -, .. , _ `~ ~ c ~~ T~ \ By the Court, Andrew M. Kell bas In Re: MARY M LINGLE, Deceased ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OE CUMBERLAND COUNTY PENNSYLVANIA NO. 21-03-0612 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: 11/15/12 JUDGE'S INITIALS: MLE TIME STAMP DATE IN RE: ER OF COURT SERVICE TO: ANDREW M KELL ~'~ I~°~~ ~ea ~~~' `~(`' ~l ANASTASIA-DEPARTMENT OF REVENUE METHOD OF MAILING: ® USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: 11/16/12 SERVICE TO: ENVELOPES PROVIDED BY: ® PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT METHOD OF MAILING: ® USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: 11/16/12 ENVELOPES PROVIDED BY: ^ PETITIONER ^ JUDGE ® CLERK OF ORPHANS COURT Deputy S Clerk of Orphans' Court' 11/15/12 1505610140 REV-1500 EX `°1_,°' OFFICIAL USE ONLY PA Department of Revenue Coun Code Year File Number Bureau of Individual Taxes ry PO BOX 280601 INHERITANCE TAX RETURN ~I ~3 ~a~ ~ a ~ n Harrisburg, PA 17128-0601 RESIDENT DECEDENT V l.~ ~{ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDWYY Date of Birth MMDDYYYY 0 7 1 1 2 0 0 3 1 1 2 0 1 9 0 9 Decedent's Last Name Suffix Decedent's First Name MI LI NGLE MARY M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW 1. Original Return 4. Limited Estate ^X 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust _ (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number KENT H P A T T E R S O N 7 1 7 2 3 8 4 1 0 0 First line of address 2 2 1 P I N E S T R E E T Second line of address City or Post Office HARRI SI BURG Correspondent's a-mail address: ,-.., -_ - ---- REGISTIEIA OF WILLS U ~ NLY~ ~ ~ ~ ~ ~ '.;Y ~~ n rv ; ~ t w~r t~ N ir ;;~ 4 y i`a . ` { ~ _ ~~ DATE FILED G ~• __ State ZIP Code _ ~. _ ~ ~ ____ _ _~~ r,, , fiYt P A 1 7 1 0 1 - ~~ ~`' -Qpl 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. SIG TURE OF PERSON RE NSIBLE FOR FILING RETURN DATE ate,,,.- i» ~~/~ ~~~ -'~ -~~ ~~r .R ~ 1~~g% ~ z ADDRESS Andrew M. Kell, Adminstrator, 555 Harvest Drive Harrisburg PA 17111 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE AUUKtJS PLEASE USE ORIGINAL FORM ONLY Side 1 1505610140 1505610140 J J 1505610240 REV-1500 EX Decedent's Social Security Number Decedent's Name: MARY M. LINGLE RECAPITULATION 1. Real Estate (Schedule A) ........................................ ... 1 2. Stocks and Bonds (Schedule B) ................................... 2. ... 1 2 6 6 8 0. 7 3 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 4. Mortgages and Notes Receivable (Schedule D) ....................... ... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Pro a Schedule E p rtY( )..... .. 5. 3 0 8 4 . 1 4 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ..... .. 6. 7 5 8 • 4 2 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ..... .. 7. 8. Total Gross Assets (total Lines 1 through 7) ......................... .. 8. 1 3 0 5 2 3 . 2 9 9. Funeral Expenses and Administrative Costs (Schedule H) ............ ...... 9. 8 8 8 8 . 0 2 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ....... ...... 10. 2 0 2 9 • $ 0 11. Total Deductions (total Lines 9 and 10) ....:.................... ...... 11. 1 0 9 1 7 . $ 2 12. Net Value of Estate (Line 8 minus Line 11) ...................... ...... 12. 1 1 9 6 0 5. 4 7 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ................ ...... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ................ ...... 14. 1 1 9 6 0 5. 4 7 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2)X.0 _ 0 0 0 15. 16. Amount of Line 14 taxable at lineal rate X .0 _ 0 0 0 16. 17. Amount of Line 14 taxable at sibling rate X .12 0 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 1 1 9 6 0 5. 4 7 18. 19. TAX DUE ................. .............................. ..... ..19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0. 0 0 0. 0 0 0. 0 0 1 7 9 4 0. 8 2 1 7 9 4 0. 8 2 Side 2 1505610240 1505610240 REV-1500 EX Page 3 Decedent's Complete Address: File Number 0 0 DECEDENT'S NAME MARY M. LINGLE _- - ---- __ __ EET ADDRESS -- - 1700 Market Street CITY rSTATE ZIP Camp Hill PA ' 17011 Tax Payments and Credits: ~ Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments 18 000.00 B. Discount 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. 17,940.82 Total Credits (A + B) (2) 18,000.00 !3) 720.16 (4) -0.00 (5) 660.98 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 : ................................................. ^ Q .............. b. retain the right to designate who shall use the property transferred or its income; ........................ ....... ....... ^ ^X c. retain a reversionary interest; or .................................................................................. ^ ^Q ....... d. receive the promise for life of either payments, benefits or care? ................................................ ....... ....... ^ ^X 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................................................................ ....... ^ Q 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? .. ....... ^ X^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ........................................................................................... ....... ^ X^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [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 21 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 percent [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 percent, 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 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, undE Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1503 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS t5 I A I t OF FILE NUMBER MARY M. LINGLE 0 0 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1. Colgate-Palmolive Co. stock - 368 shares 2. Exxon Mobile Corporation stock - 635 shares 3. Semco Energy Inc. stock - 1085 shares 4. Gulf Power Co. corporate notes (bonds) - 50,000 5. United Dominion Realty Trust Inc. - 1400 units TOTAL (Also enter on line 2 Recapitulation) I $ (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 21,601.60 24,101.43 6,314.70 50,352.00 24,311.00 126,680.73 REV-1508 EX+ (11-10) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS, ~ MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: MARY M. LINGLE 0 0 Include the 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 VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Wilmington Trust Company Prime Money Market account 3,04.14 TOTAL (Also enter on Line 5 Recapitulation) I $ 3 084.14 tf more space is needed, insert additional sheets of paper of the same size REV-1509 EX+ (01-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: MARY M. LINGLE 0 0 If an asset was made jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DELI=:DENT A. Janet M. Legates 40145 North Carolina Avenue Niece Fenwick Island, DE 19944 t3 c. JOINTLY-OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECEDENT'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTERES- 1. A. 1999 Wilmington Trust Company -account no. 27455247 1,516.84 50. 758.42 TOTAL (Also enter on Line 6, Recapitulation) I $ 758 42 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MARY M. LINGLE SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS FILE NUMBER 0 0 ITEM NUMBER A. 1. 2. B. 1 2. 3. 4 5 6 7. 8. 9. 10 11 Decedent's debts must be reported on Schedule 1. DESCRIPTION FUNERAL EXPENSES: Neumeyer Funeral Home Evans Cemetery Memorials ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State Year(s) Commission Paid: Attorney Fees: Kent H. Patterson 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: Register of Wills Accountant Fees: Tax Return Preparer Fees: Cumberland Law Journal Patriot News Reserve for costs Huggins Printing Register of Wills -filing fees ZIP AMOUNT 2,524.50 125.00 4,800.00 269.00 75.00 125.00 850.00 89.52 30.00 TOTAL (Also enter on Line 9, Recapitulation) I $ 8 88g 02 If more space is needed, use additional sheets of paper of the same size. ZIP REV-1512 EX+ (12-08) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ~ tSTATE OF FILE NUMBER MARY M. LINGLE 0 0 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. West Shore EMS 49.35 2. West Shore EMS 48 87 3. West Shore EMS 84.90 4. West Shore EMS 474.90 5. Homestead Senior Care 62.83 6. Homestead Senior Care 62 83 7. Homestead Senior Care 53 85 8. Homestead Senior Care 53.85 9. Capital Blue Cross 561.42 10. PA Department of Revenue 112.00 11. Jefferson Urain Doane & Sterner PA , 459.00 TOTAL (Also enter on Line 10, Recapitulation) I $ 2 029 80 If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (01-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES tSrATE OF: FILE NUMBER: MARY M. LINGLE 0 0 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. Andrew M. Kell Collateral 100.00 555 Harvest Drive Harrisburg, PA 17111 ~ ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I $ If more space is needed, use additional sheets of paper of the same size. LAST WILL AND TESTAMENT OF MARY M.-LINGLE T, MARY M. LINGLE, of 3030 Hoffman Street, Harrisburg, Dauphin County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all Wills by me at any time heretofore made. ITEM I - I hereby direct my hereinafter named Personal Rep- resentative to pay all of my just debts, funeral expenses, estate and inheritance taxes as soon after my death as may be found con- venient. ITEM II - All the rest, residue and remainder of my estate, whether real, personal or mixed, of whatsoever nature and kind, and wheresoever situate, I give, devise and bequeath to my husband, GEORGE W. LINGLE, III, if he survives me by thirty (30) days. ITEM ITI - In the event my husband, George W. Lingle, III, does not survive me by thirty (30) days, then I give, devise and bequeath, all the rest, residue and remainder of my estate to my sister, MARTHA I. KELL. If Martha I. Kell shall have predeceased me, then I give, devise and bequeath the residue of my estate to my nephew, CLARENCE M. KELL, JR., but if he shall also have pre- deceased me, then I give, devise and bequeath such residue to the issue of Clarence M. Kell, Jr. who are living at my death, per stirpes. Page One of Four ITEM TV - In the event any beneficiary shall be under the age of legal majority at the time he or she is entitled to receive assets under this Will, then I nominate, constitute and appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY as Guardian of the estate of said minor beneficiary. The Guardian shall have full authority to use so much of the principal and income as in the sole discretion of the Guardian is deemed appropriate for the support, maintenance, medical care and education of any said minor beneficiary, without securing court order. Said Guardian shall also have full power to invest any funds, both interest and principal, in such real or personal property as in its sole discretion is deemed advisable. ITEM V - I hereby nominate, constitute and appoint GEORGE W. LINGLE, III as Executor of this my Last Will and Testament. In the event George W. Lingle, III shall predecease me or otherwise be unable to serve, then I nominate, constitute and appoint CLARENCE M. KELL, JR. as Executor of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal this C,S'~day of April, 1986, (/ ,/~ C `//~/ ~ / MARY M LINGLE Page Two of Four Signed, sealed, published and declared. by the above Testatrix, Mary M. Lingle, as and for her Last Will and Testament, in our presence, who at her request, in her presence and in the presence of each other, we believing her to be of sound mind and memory, have hereunto su/b~scribed our names as witnesses. ~~j :,.. . -Z~. ~ ~ Page Three of Four COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF DAUPHIIJ We, MARY M. LINGLE, Testatrix, J~~~;~j u , i~~Ca T l~l:~C~~~~ , and ~~%;'~ ~~~~f~ ~ f ~ l ~~ , witnesses, respectively whose names are signed to the attached or foregoing instrument, being f first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses and that to the best of their knowledge, the Testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. ~ l MARY M. iNGLE - Test r x % ~~-C..! Subscribed, sworn to and acknowledged before me by MARY M. LINGLE, the Testatrix, and subscribed and sworn to before me by C,n ~, ~-~ p~ ~C ~5~~ and `~ ~ ~. r-~ 1'~. witnesses, this '~~ day of ~~ _ 1986. o ary u c CHERYL G WELSH, NOTARY PiJBLfC Page Four Of Four MY Commission Expires March 2E, 1390 Harrisburg, PA Dauphin Cou~fy ~~ COMMONWEALTH OF PENNSYLVANIA REV-1162 EX111-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 016953 KELL ANDREW M 555 HARVEST DRIVE HARRISBURG, PA 17111 ACN ASSESSMENT AMOUNT CONTROL NUMBER told ESTATE INFORMATION: SSty: FILE NUMBER: 2103-0612 DECEDENT NAME: LINGLE MARY M DATE OF PAYMENT: 1 2/21 /201 2 POSTMARK DATE: 1 2/21 /201 2 COUNTY: CUMBERLAND DATE OF DEATH: 07/ 1 1 /2003 REMARKS: RECEIPT TO ATTY SEAL CHECK#567 101 ~ 5660.98 TOTAL AMOUNT PAID: 5660.98 INITIALS: DMB RECEIVED BY: GLENDA EARNER ~TRQ~RnI Ir,N REGISTER OF WILLS REGISTER OF WILLS IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ORPHANS' COURT DIVISION ESTATE OF MARY M. LINGLE, DECEASED NO. 21 03-0612 PRAECIPE TO DISCONTINUE WITHOUT PREJUDICE To Glenda Farner Strasbaugh, Clerk of Orphans' Court and Register of Wills: The above-captioned action is a Citation for failure to file an inheritance tax return. Please mark this action discontinued upon payment of costs by the Estate as the Administrator of the Estate filed the inheritance tax return. DATE: February 15, 2013 U_ Cn -:t C> LL cU Q, he ° Lora A. ick C' M w _j Attorney for Petitioner v w PA Department of Revenue co Office of Chief Counsel P.O. Box 281061 U.J w Harrisburg, PA 17128-1061 Attorney I.D. No. 69436 v NOTICE OF INHERITANCE TAX pennsyLvania APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX INHERITANCE TAX DIVISION s REV-1547 EX AFP (09-12) PO BOX 280601 HARRISBURG PA 17128-0601 RECORDFD C `r OT DATE 03-11-2013 REGISTEN, OF t.'j'; ' ESTATE OF LINGLE MARY M g m1117 pp DATE OF DEATH 07-11-2003 1013 ! ! 18 F,�I 1 FILE NUMBER 21 03-0612 COUNTY CUMBERLAND KENT H PATTERSON ACH 101 221 PINE ST CLERK 0 , APPEAL DATE: 05-10-2013 HARRISBURG PA 01R'RdtN.rS49 (See reverse side under Objections) CIIMBERLAN ? Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE - -- RETAIN LOWER PORTION FOR YOUR RECORDS F REV-1547 EX AFP (12-1-1) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: LINGLE MARY MFILE NO. :21 03-0612 ACN: 101 DATE: 03-11-2013 TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) 126,680.73 credit to your account„ 00 submit the upper Portion S. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment. '.. 5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 3,084. 14 6. Jointly Owned Property (Schedule F) (6) 758.42 7. Transfers (Schedule G) (7) .00 S. Total Assets (8) 130,523.29 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule Hl (9) 8,888.02 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.029.80 11. Total Deductions (11) 10,917.82 12. Net Value of Tax Return (12) 119,605.47 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 119,605.47 NOTE: If an assessment was issued Previously, Lines 14, 15, 16, 17, 18 and/or 19 will �� reflect figures that include the total of all returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at spousal rate (15) .00 X 00 = .00 16. Amount of Line 14 taxable at lineal rate (16) - nn X 045 = .00 17. Amount of Line 14 at sibling rate (17) .nn )( 12 = .00 18. Amount of Line 14 taxable at collateral rate (18) 119,605.47 X 15 = 17,940.82 19. Principal Tax Due (19)= 17,940.82 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 12-29-2004 CDO04788 59. 18- 18,000.00 12-21-2012 CDO16953 457.87- 660.98 TOTAL TAX PAYMENT 18,143.93 BALANCE OF TAX DUE 203. 11CR INTEREST AND PEN, . 00 TOTAL DUE 203. 11CR IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE y' FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. r . pennsylvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX REV-1607 EX AFP (12-12) INHERITANCE TAX DIVISION STATEMENT PO BOX 260601 OF ACCOUNT HARRISBURG PA 17128-0601 -7 t' E01 "' ( :'„ `.? S DATE 04-29-2013 ESTATE OF LINGLE MARY M t10 DATE OF DEATH 07-11-2003 UU FILE NUMBER 21 03-0612 l,", r COUNTY CUMBERLAND KENT H PATTERSON L�-E"' ` 221 PINE ST ©r , r{A S + ACN 101 HARRISBURG - Amount Remitted a�E�� 9, MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE _ _�_ RETAIN LOWER PORTION FOR YOUR RECORDS _ 4-- REV-1607 EX AFP (12-12) *�(* INHERITANCE TAX STATEMENT OF ACCOUNT ** ESTATE OF:LINGLE MARY M FILE NO. : 21 03-0612 ACN: 101 DATE: 04-29-2013 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. 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: 03-04-2013 PRINCIPAL TAX DUE: 17,940.82 PAYMENTS (TAX CREDITS) : PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-29-2004 CDO04788 59. 18- 18,000.00 12-21-2012 CDO16953 457.87- 660.98 04-12-2013 REFUND .00 203. 11- TOTAL TAX PAYMENT 17,940.82 BALANCE OF TAX DUE . 00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. L/ n - rn c> C_- c> c) rrr' :3: z b fr'R 6 � C7 CD D co v O 7 7 C.J 1' p Court of Common Pleas of Cumberland County --A p -1 In Orphans' Court Division __3 STATUS REPORT UNDER RULE 6 . 12 Name of Decedent: Mary M. Lingle Date of Death: June 11, 2003 Will No. Admin. No. 2003-00612 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 : 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 : C. 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 may be attached to this report. Page 1 of 2 iJJ The estate was settled by distribution of the residue to Andrew M. Kell who is both the sole heir under the will and the personal representative . Date �C 2P-O Signature We/ Andrew M. Kell Name (Please type or print) 555 Harvest Drive Harrisburg, PA 17111 Address (717) 564-2275 Tel . No. Capacity: X Personal representative _ Counsel for personal representative Page 2 of 2 pennsylvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX REV-1607 EX AFP (12-13) INHERITANCE TAX DIVISION STATEMENT OF ACCOUNT PO BOX 280601 HARRISBURG PA 17128-0601 DATE 07-14-2014 ESTATE OF LINGLE MARY M DATE OF DEATH 07-11-2003 FILE NUMBER 21 03-0612 COUNTY CUMBERLAND PATTERSON KENT H ACN 101 221 PINE ST Amount Remitted_ HARRISBURG PA 17101-1349 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS I COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To ensure proper Credit to your account, suhmit the upper portion of this form With Your tax Payment. CUT ALONG THIS LINE --Y RETAIN LOWER PORTION FOR YOUR RECORDS 4-- _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ _ _ _ _ __ _ __ __ _ REY-1607 EX AFP (12-13) �; INHERITANCE 7AX STATEMENT OF ACCOUNT ■ax ESTATE OF:LINGLE MARY M FILE NO. : 21 03-0612 ACN: 101 DATE: 67-14-2014 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. 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: 03-04-2013 PRINCIPAL TAX DUE: 17,940.82 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-29-2004 CDO04788 59. 18- 18,000.00 12-21-2012 CDO16953 457.87- 457.87 C C, l-.. r'rt CS TOTAL TAX PAYMENT 17,940.82 BALANCE OF TAX DUE .00 INTEREST AND PEN. . 00 TOTAL DUE 00 IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. V u� } pennsylvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX REV-1607 EX AFP (12-13) INHERITANCE TAX n1v1s1DN PO BOX 280601 STATEMENT OF ACCOUNT HARRISBURG PA 1712E-0601 DATE 07-14-2014 ESTATE OF LINGLE MARY M DATE OF DEATH 07-11-2003 FILE NUMBER 21 03-0612 COUNTY CUMBERLAND ANDREW KELL ACN 14D90045 555 HARVEST DR Amount Remitted HARRISBURG PA 17111-5671 --—"—°- MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS I COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE —i RETAIN LOWER PORTION FOR YOUR RECORDS +— _ _ _ _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ___ __'__- '_- REV-1607 EX AFP (12-13) *x� INHERITANCE TAX STATEMENT OF ACCOUNT �(x�( ESTATE OF:LINGLE MARY M FILE NO. : 21 03-0612 ACN: 14090045 DATE: 07-14-2014 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. 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: 07-07-2014 PRINCIPAL TAX DUE: .00 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-21-2012 CDO16953 .00 203. 11 07-07-2014 REFUND .00 203. 11- s D'D {;)C_5 ZrI TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. . 00 TOTAL DUE .DO IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT^ (CR), YOU MAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. V-�