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Home My WebLink About03-0656 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of \.. \ \ ~Sti l. ~N'6Y\~ No. d/-03-~5& also known as To: Register of Wills for the Deceased. County of in the Social Security No. a Y ) -':>'0 ---no (r. Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, appl \..Q.') for letters of administration . on the estate of (d.b.n.; 'pendente lite; durante absentia; durante minoritate) , the above decedent. ~ \~)) ~a~p r\:\\ ,19 ~)b~ Decendent at death owned property with estimated values as folllows: !,ltD r- (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: Petitioner_ after a proper search h~ ascertained that decedent left no will and was survived by the following spouse (if any) and heirs: Name Relationship Residence +- I . .() , THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the appropriate form to the undersigned. ,,- ~ ~~fL) ~hL '" ~ ... u C ... ~3 ...... ~... c -g.g <<S"= 3~ ... '- :; 0 cu c 00 en 11- ( 57-J) I. f q' . , , . , , . ! iJ ~. ,.... t l: E L: d- O~Pj CO '- . ---- Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 6/15/2005 KNIGHT CATHERINE 2708 OSWEGO AVENUE BALTIMORE, MD 21215 RE: Estate of KNIGHT WINDSOR L File Number: 2003-00656 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 7/29/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~b.i<<- L~~J ~~ GLENDA FARNER STRA UGH REGISTER OF WILLS cc: File Counsel Judge ~ , . c;9/ - 03-105(;; BOND REGISTER OF WILLS OF CUMBERLAND COUNTY BOND AND SURETY FOR PERSONAL REPRESENTATIVE KNOW ALL BY THESE PRESENTS, That Catherine Knight as principal(s) and Penn National Insurance Company as surety (sureties) are held and firmly bound unto the Commonwealth of Pennsylvania in the sum of $ 3 l 500 . 00 dollars ($ 3500 . ) to be paid to the Commonwealth, for which payment we do bind ourselves, jointly and severally, our heirs, executors, administrators and successors, the condition of this obligation being that if Catherine Knight as (state fiduciary capacity) of the estate of Windsor Knight , deceased, or any of them, shall well and truly administer the estate according to law, then this obligation shall be void as to the personal representative or representatives who shall so administer the estate and his or their surety or sureties; but otherwise it shall remain in full force. Signed and sealed this Eighth day of August ,}9 2003 , each intending to be legally bound hereby. ~ Cazi:iv.t ~ (l 4!- ~ rr', (Seal) r_ eD (Seal) I C) :2 ''I (Seal) p ~--. . ~ -'!,:' ... -- -- (Seal) (Seal) rney-In-Fact PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY .' Harrisburg, Pennsylvania POWER OF ATTORNEY Know All Men By these Presents, That PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY, a corporation of the Commonwealth of Pennsylvania, does hereby make, constitute and appoint PA TRICIA K. ARBEGAST, DAVID W. HOPCRAFT AND JEFFREY L. SCOTT, ALL OF CARLISLE, PENNSYLVANIA (EACH) its true and lawful Attorney(s)-in-Fact to make, execute, seal and deliver for and on its behalf as surety as its act and deed: ANY AND ALL BONDS AND UNDERTAKINGS PROVIDED THE AMOUNT OF NO ONE BOND OR UNDERTAKING EXCEEDS THE SUM OF SEYEN HUNDRED FIFTY THOUSAND DOLLARS ($750,000.00)-----------------------_________________ ALL POWER AND AUTHORITY HEREBY CONFERRED SHALL HEREBY EXPIRE AND TERMINATE WITHOUT NOTIC A T MIDNIGHT OF THE 30TH DAY OF SEPTEMBER 2005, AS RESPECTS EXECUTION SUBSEQUENT THERETO. And the execution of such bonds in pursuance of these presents shall be as binding upon said Company as fully and amply, to all intents and purposes, as if they had been duly executed and acknowledged by the regularly elected officers of the Company at its office in Harrisburg Pennsylvania, in their own proper persons. This appointment is made by and under the authorization of a resolution adopted by the Board of Directors of the Company on October 24, 1973 at Harrisburg, Pennsylvania, which resolution is shown on the reverse side hereof and is now in full force and effe In Witness Whereof: PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY has caused these presents to be signed and its corporate seal to be affixed on SEPTEMBER 18, 2002 PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMP A ~-~::.~;;~~ :I'~'::'''',,''', ~ ~~~ '( q ,.. I' .,11I; .,. . "" .. P 2: 0 . jo :; " \ t \w.~ ...'i,f \~~ .,~'~.~~ ',,,~. t'i\ - Kenneth R. Shutts, Executive Vice-President, Secretary & General Co un I Commonwealth of Pennsylvania, County of Dauphin - ss: On SEPTEMBER 18, 2002, before me appeared Kenneth R. Shutts to me personally known, who being by me duly sworn, did say that he resides in the Commonwealth of Pennsylvania, that he is Executive Vice-President, Secretary & General Counsel of PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY, That he is the individual described in and who executed the preceding instrument, and that the seal affixed on said instrument is the corporate seal of said Company, and that said instrument was signed and sealed on behalf of said Company by authority and direction of said Company, and the said office acknowledged said instrument to be the free act and deed of said Company. . ~~ '~~"""~t . , -; "'.,~.. I ..', fIll ~~/ ~~ -e1Y'--< - ~~-<:- Q. ......~ Notary Public Commonwealth of Pennsylvania, County of Dauphin - ss: Notarial Seal Jacqueline A. Ellis, Notary Public City Of Harrisburg, Dauphin County My Commission Expires Dec. 19,2005 Member, Pennsylvania Association of Notaries I, Michael F. Greer, Vice President, Surety & Fidelity of the PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY, a corporation of the Commonwealth of Pennsylvania, do hereby certify that the above and foregoing is a true and correc copy of a Power of Attorney, executed by the said Company, which is still in full force and effect. 8 , 2003 IMPORTANT NOTICE: This border must be RED in color. If it is not RE 78-190 (Rev 05/02) / - 'paXIjJ-e Au-enU-eUl qBnoql s-e l:>a.ua pu-e a:>~oJ aUl-eS aql ql1M. Au-edUlO;) aql uodn BU1pu1q pu-e pn-eA aq Ol 'Au-edUlO;) aql JO I-eas I-eu1-31-Io aql pu-e ~a:>!yo q:>ns JO a~nl-eu.31s I-eu1-31-Io aql s-e Au-edwo;) aql Aq paldop-e Aqa~aq BU1aq '~au-ea~aq ~o a~oJola~aq ~aqlaqM. pasn os uaqM. I-eas pu-e a~nl-eu.31s q:ms 'ola~aql pal-ela~ ~o Joa~aql a~nl-eu aql u1 u01l-eBnqo ual -l1-IM. ~aqlo ~o Al1uUlapu1 JO l:>-e~lUo:> 'a:>u-ez1u.30:>a~ 'Bup{-el-Iapun 'puoq AU-e JO Uonn:>axa aql ~oJ uaA1-3 u01l-e:>Y1l-Ia:> ~o Aau~On-e JO ~aM.od AU-e Ol aUUl1s:>-eJ Aq paXIjJ-e aq A-eW I-eas Au-edUlO;) aql pu-e A.I-ela~:>as lu-els1ssy luaUll-I-edaa ~o A.I-ela~:>as lu-els1ssV AU-e JO ~o ~a:>!yo q:>ns AU-e JO aml-eu.31s aql (E) pu-e ~Au-edUlO;) aql JO JI-eqaq uo sluasuo:> pu-e s~aA1-eM. aln:>axa Ol Al1-Ioqln-e ql1M. l:>-e..il-u1-sAau.IOnv pu-e 'ssa:>o~d JO a:>u-elda:>:>-e ~oJ sluaB-e 'Su-e1polsn:> IO~lUO:> -lu10f JO slUaUllU10dd-e aql a){OAa~ pu-e lU10dd-e A-eUl Au-edUlO;) aql JO s~a:>y -JO q:>ns JO AU-e (z) pu-e ~ola~aql pal-ela~ ~o Joa~aql aml-eu aql U1 suon-eBnqo uanpM. ~aq'lO pu-e Al1uUlapu1 JO sP-e~luo:> 'sa:>u-ez1u.30:>a~ 'sBu1){-el-Iapun 'spuoq 'ola~aql I-eas s,Au-edUlO;) aql XIjJ-e pu-e 'Au-edUlO;) aql JO JI-eqaq uo aln:>axa Ol pu-e 'Aau~On-e JO s~aM.od aAn:>adsa~ ~1aql u1 pal1Uln ~o pauyap s-e Al1-Ioqln-e pu-e ~aM.od ql1M. sluaB-e ~o l:>-e..il-u1-sAau~Onv 'Jo slUaUllu10dd-e aql a){OAa~ Ol pu-e 'lu10dd-e Ol ~aM.od aA-eq U-eqs A.I-ela~:>as luaUll~-edaa AU-e ~o 'A.I-ela~:>as aql 'luap1sa~d a:>1A AU-e 'luap1sa~d aql (1) l-eql 'aM'lOS3:'H EL61 'tZ ~aqopo uo Au-edUlO;) a:>u-e~nsuI AlI-ens-e;) I-enlnw I-euon-eN -e1u-eAIAsuuad JO S~Ol:>a~1a JO p~-eoa aql Aq paldop-e NOI.Lil'lOS3:'H .. Camp Hl. ... . lb. County 17d. .......... ..... 01 ..._ FATHER'S NAME iF.~. M,,,,... La~) Windsor La than "'\r~'e"rt~" ~t!e'r Suo......) '1. 1~ INFORMANT'S NAME (T _P.",,) INFOIU.tAHT'S MAILING ADllAESS (510.... c."Ibm, Slato, Z" C_, 2Oe. Catherine Knight iJbl080sw 0 Ave. BaltiITore,MD 21215 METHOD Of' DISPOSITION """ PlACE Of' DISPOSITION. N..... 01 C....,.... Crema.... lOCATION. C'lylbm. SIal., 1'.. Code . _ -, 0 ..,~,......,. 'F ...........h .. : 'ony.~..- I DUElO{OAASACONSEOUENCEOFj, I ca&IM_ En.., UNOERLYINQ I ~ CAUSE Co.s.as. Of If1JUfy C. , . ~":'''''ST OUElO(OAASACONSEOUENCEOFj, ! . WAS AN AUlOPSY WERE AUTOPSY FINDINGS MANNER Of' DEATH DATE OF INJURY TillE Of' INJURY INJURY IJ WORK? DESCRIBE HOW INJURY OCCURRED. PERFORMED? AVAtLABlE PAIQA 10 (Mandl. Day, Yeafl COMPlETK)N a: CAUSE ~ Of' DEATH? Nal"'.' Horn..... .. 0 ..... 0 No 0 AcCIdent Pendmg InVMC~llOn 0 Yo. 0 No 1'ilf' Ye. 0 No 0 &Me... 0 Could... be ""to'",on'" 0 ~CE OF INJURY." ho",.. la,':,"::;..I, 'actooy, 011ic. ~ building. .tc. lSpecllvl 2". 210'21. 3CNI. CERTifiER ICt:eck oniy one) .~:::':~':::,:.Y:~:::.::~:~l';. ~~~~ ":'.:: =-:.:.:~.);:~~~~:; ~~~~':"~ ~~~'h ~~C~...~~ n~ 2J, . . . . . . . . . . . . . . . 0 .~~:=~.::y~;,~~~:.~':.':" ':~~:~~,(~":: ~/~~~~~ ~'~:::.C::~~~=e~~':.,O~"::::;I,.. "a'ed . . . . . 0 31c. NA E (lIem' eMEDK:AL EXAMINER/CORONER ~~~~:~::~,:::.;~':',i~~"~~a~d/~~ i~~~"j9~1i~~:'~ m.. ~P'~'~~: d~~'" ~c~~~~.. ~'I"~ 1i~.,.d~'~: ~~~Pla~~: ~~d.d~~'~ '''~ ~~u~~e~J'~d 0 31.. REGISTRAR'S ,-,ATURE AND ':~BER c?;l.....-' ~ / ,<';' u,,;JMr/ 7?.../ / a..'~, "'-'7F''? .. I I I 33 . .' ....~:t.. ..-. ,"'-'-- 34 I 0l1-{)3-65{f/ ~ " , ,- ,~Ul;)8 . ! -:"'1 ll: Ed 8- og~f (0. " .. }".:nt~ . ,\~ ]"1- /51- i) U ~~'"EV"500'EX(6.oo) . COMMONWEALTH OF REV-1500 PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER DEPT. 280601 ~ L - _03 _00 LP~ HARRISBURG, PA 17128-0601 RESIDENT DECEDENT COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER -lltJ~ I- ~ L -S't z w THIS RETURN MUST BE FILED IN DUPLICATE WITH THE C W REGISTER OF WILLS 0 W SOCIAL SECURITY NUMBER C 04 w D 1. Original Return D 2, Supplemental Return D 3. Remai1der Return (date of death prIOr to 12.13.82) I- lI::~en D 4. Limited Estate D 4a. Future Interest Compromise (date of death after 12.12-82) D 5. Federal Estate Tax Return Required ull::lI:: wDo.U :r:00 D 6, Decedent Died Testate (Attach copy of Will) D 7, Decedent Maintained a Living Trust (Attach copy of Trust) 8. Total r-.umber of Safe Deposit Boxes ull::...J Do.al Do. D 9. Litigation Proceeds Received D 10. Spousal Poverty Credit (date of death between 12.31.91 and 1.1-95) D 11, ElectiJn to tax under Sec. 9113(A) (Attach Sch 0) c( I- Z w NAME COMPLETE MAILING ADDRESS 0 z 0 Do. FIRM NAME (If Applicable) en w II:: , ~-~ II:: TELEPHONE NUMBER . J 0 C ~. -~ U I.", 1, Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3, Closely Held Corporation, Partnership or Sole-Proprietorship (3) .~ 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) ~ " i1)L{ I fo '-.II Z (Schedule E) I 0 6, Jointly Owned Property (Schedule F) (6) ~ ~ D Separate Billing Requested k7 ...J (7) ~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property !:::: (Schedule G or L) (8) L1/~L{ '.1 D a.. <C 8. Total Gross Assets (total Lines 1-7) 3, ~'-l - 0 W 9, Funeral Expenses & Administrative Costs (Schedule H) (9) 0::: (10) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (11) '3( ~C~ 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) (12)~' ,}O 13, Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) ~y made (Schedule J) \ ) ,0 Xl lO 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) , SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Z 15. Amount of Line 14 taxable at the spousal tax \~ 0 0 .\ ~ rate, or transfers under See, 9116 (a)(1 ,2) x.O_ (15) ~ 16. Amount of Line 14 taxable at lineal rate x .0_ (16) ~ ....er- a.. 17, Amount of Line 14 taxable at sibling rate x .12 (17) :::lE .-e'-- 0 18. Amount of Line 14 taxable at collateral rate x .15 (18) -- 0 -</ ~ 19. Tax Due (19) 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Complete Address: ~ I STREET ADDRESS '~ ') W. tn \ LVv'villiA.. 4ve I STATE :P A- I ZIP rlOa..5 CITY 2. t) l ~ Tax Payments and Credits: .0 1, Tax Due (Page 1 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B, Prior Payments C, Discount /t:J Total Credits (A + B + C ) (2) 3, Interest/Penalty if applicable D, Interest E, Penalty ff Total Interest/Penalty ( D + E ) (3) 4, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. &' Check box on Page 1 Line 20 to request a refund (4) - 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) fr A, Enter the interest on the tax due, (5A) ~ B, Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) J})-- 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 ~ a, retain the use or income of the property transferred;.........................,....................,..........................,....,.........., D b, retain the right to designate who shall use the property transferred or its income; ............................................ D ~ c, retain a reversionary interest; or,.." ".", ,.." '" ",.., "'" ,.. .,.", ". ...", "... ." '" ". ... ".", ... .,.", ,.. ."." ,.. ....., ,., ,. ..., "'" ,..., "'" D d, receive the promise for life of either payments, benefits or care? ................................................................,..... D 2, If death occurred after December 12,1982, did decedent transfer property within one year of death ~ without receiving adequate consideration? .....,.....,..,.......,.......,..".......,..,.....,....,.....,..,.....,..,.........,.......,..,.....,..,...., D 3, Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D 4, Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? "..,........,........,.....,..........,........,..,................,........,..,.....,..,.......,............,......., D IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury. I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P,S, 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 PS, 99116 (a) (1,1) (i1) 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 the surviving spouse is the only beneficiary, For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive paren or a stepparent of the child is 0% [72 P,S. 99116(a)(1.2)], The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4,5%, except as noted in 72 P,S, 99116(1.2) [72 P,S, 99116(a)(1)j, The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P,S, 99116(a)(1.3)], A sibling is defined, under Section 9102, as a individual who has at least one parent in common with the decedent, whether by blood or adoption, - ~~~.,"" '* SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate, All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. \~OJ~'l ~-c} L\ ) 5Lt 1 , I D TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) REV-15-r1 EX+ (12-99) . "h SCHEDULE H ~ .. COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Debts of decedent must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES'.~ I sa l\ - ) '1wt",JJ SM0:U lqf,~r, 1, '4\~wt( s J ~~ ~'0..~J11 1GUL~ ~.N B, ADMINISTRATIVE COSTS: 1, Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State _ Zip Year(s) Commission Paid: 2, Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State _Zip Relationship of Claimant to Decedent 4, Probate Fees 5, Accountant's Fees 6. Tax Return Preparer's Fees 7, TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) ~,"'a."", '* SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER 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) 1. Nl~ ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1, Nilt S. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. ~1( f\- TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) //-/~)-7- // .// COMMONWEALTH OF PENNSYLVANIA '* BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 NOTICE OF INHERITANCE TAX HARRISBURG, PA 17128-0601 APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 EX AFP 101-D51 DATE 10-13-2003 ESTATE OF KNIGHT WINDSOR L DATE OF DEATH 07-29-2003 'I FILE NUMBER 21 03-0656 ,- COUNTY CUMBERLAND CATHERINE KNIGHT ACN 101 2708 OSWEGO AVE , I AlIOunt Rellitted I BAL TIMORE MD f,~,1215 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=is4-j-ix--AFP--foY:03Y-NoYici--oF-INHiifiTANcrTA'x-APPRAisiitENT~--ALiowAircE-cfR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KNIGHT WINDSOR L FILE NO. 21 03-0656 ACN 101 DATE 10-13-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 subllit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this forll with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4.541.10 tax paYllent. 6. ~ointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 4,541.10 APPROVED DEDUCTIONS AND EXEMPTIONS: 3,524.00 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 11. Total Deductions (11) 3.524 00 12. Net Value of Tax Return (12) 1,017.10 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule ~) (13) .00 14. Net Value of Estate Subject to Tax (14) 1,017.10 NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ~ returns assessed to date. ASSESSMENT OF TAX: 1,017.10 X 15. Allount of Line 14 at Spousal rate (15) 00 = .00 16. Allount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 = .00 17. Allount of Line 14 at Sibling rate (17) .00 X 12 = .00 18. Allount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= .00 TAX CREDITS: ~...-... l+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. 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.) RESERVATION: Estates of decedents dying on or before Decesber 12, 1982 -- if any future interest in the estate is transferred in possession or enjo~ent to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Cossonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the require.ents of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and subsit with your paysent to the Register of Wills printed on the reverse side. --Make check or .oney order payable to: REGISTER OF MILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, .ay be requested by cospleting an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for for.s ordering: 1-800-362-2050, services for taxpayers with special hearing and I or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisesent, allowance, or disallowance of deductions, or asses~ent of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Departaent of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the satter detersined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Departsent of Revenue, Bureau of Individual Taxes, ATTN: Post Assesssent Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of adsinistratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar sonths after the decedent.s death, a five percent (5X) discount of the tax paid is allowed. PENALTY: The 15X tax asnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax asnesty period. This non-participation penalty is appealable in the sase .anner and in the the s~e tise period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) sonths and one (1) day fros the date of death, to the date of paysent. Taxes which beca.e delinquent before January 1, 1982 bear interest at the rate of six (6X) percent per annus calculated at a daily rate of .000164. All taxes which becase delinquent on end after January 1, 1982 will bear interest at a rate which will vary from calendar year to celendar year with that rate announced by the PA Departsent of Revenue. The appliceble interest rates for 1982 through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20X .000548 1987 9X .000247 1999 7X .000192 1983 16X .000438 1988-1991 llX .000301 2000 8X .000219 1984 llX .000301 1992 9X .000247 2001 9X .000247 1985 13X .000356 1993-1994 7X .000192 2002 6X .000164 1986 lOX .000274 1995-1998 9X .000247 2003 5X .000137 --Interest is celculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becoses delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assesssent. If paysent is made after the interest cosputation date shown on the Notice, additional interest .ust be calculated. CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decodent W,'nd s cl (" L knight Date of Death, -;)4/1 2 q ). () (')3 Will No. ~ D (j ~- r; Q ~ 5' Cj Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on Name Address Cat-he r ; t1 B K n'~+ l7 d~ tDSO) e-9('j I+ve .BAII,'Yf1C)~Q. MArY/And (2/2/5) Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date, NI)l/ J.J, 2t>c>3 (!arliL.l~U ~j,j Signature Name~ ~ Addre" !17tJ9 ;o4t.,~~ Pt/6 ~~/h/'?~~ /'lib 2/ 21 ~ Telephone ('7'I-d> f..j b9- ~s> ~9 Capacity: _ Personal Representative _Counsel for personal representative DATE: August 24, 2004 ESTATE NO. 21-03-656 ,~ DATE OF DEATH: July 29,2003 .04 AUG 24 P3 :25 IN THE E~~1:TE OF WINDSOR L. KNIGHT Cumbe: CLAIM AGAINST DECEDENT'S ESTATE The Claimant certifies that there is due and owing by Windsor L. Knight, deceased, to Claimant, HCR ManorCare, Inc., the sum of$3,465.00 with costs, expenses, attorney fees and interest. On behalf of the Claimant, I do declare and affirm under the penalties of perjury that the infonnation and representations made herein are true and correct to the best of ~dge, information and belief. . ~ t ~ David A. Baric, Esquire HCR ManorCare, Inc. for Claimant c/o O'Brien, Baric & Scherer O'BRIEN, BARIC & SCHERER 19 West South Street 19 West South Street Carlisle, Pennsylvania 17013 Carlisle, Pennsylvania 17013 (717) 249-6873 (717) 249-6873 CERTIFICATE OF SERVICE I hereby certify that on August 24,2004, I, David A. Baric, Esquire, of O'Brien, Baric & Scherer, did serve a copy of the Claim Against Decedent's Estate, by first class u.S. mail, postage prepaid, to the party listed below, as follows: Catherine Knight 2708 Oswego Ave. Baltimore, MD 21215 J David A. Baric, Esquire * r _ J I-- I I DATE: August 24, 2004 ESTATE NO. 21-03-656 ,~ DATE OF DEATH: July 29,2003 '04 AUG 24 P3 :25 IN THE E~I1'fE OF WINDSOR L. KNIGHT CUIl"~ .' " .~ . HJt:i CLAIM AGAINST DECEDENT'S ESTATE The Claimant certifies that there is due and owing by Windsor L. Knight, deceased, to Claimant, HCR ManorCare, Inc., the sum of $3,465.00 with costs, expenses, attorney fees and interest. On behalf of the Claimant, I do declare and affirm under the penalties of perjury that the information and representations made herein are true and correct to the best of my information and belief. David A. Baric, Esquire HCR ManorCare, Inc. for Claimant c/o O'Brien, Baric & Scherer O'BRIEN, BARIC & SCHERER 19 West South Street 19 West South Street Carlisle, Pennsylvania 17013 Carlisle, Pennsylvania 17013 (717) 249-6873 (717) 249-6873 CERTIFICATE OF SERVICE I hereby certify that on August 24, 2004, I, David A. Baric, Esquire, of O'Brien, Baric & Scherer, did serve a copy of the Claim Against Decedent's Estate, by first class U.S. mail, postage prepaid, to the party listed below, as follows: Catherine Knight 2708 Oswego Ave. Baltimore, MD 21215 David A. Baric, Esquire Estate of KNIGHT WINDSOR L Late of CAMP HILL BOROUGH ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Estate No.: 21-03-00656 Date: 6/16/2005 NO.: 2 1 - 03 - 0 0 6 5 6 KNIGHT CATHERINE 2708 OSWEGO AVENUE BALTIMORE MD 21215 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: KNIGHT CATHERINE Personal Representative Counsel: ** NO INFORMATION FOUND ** Date of Decedent's Death: 7/29/2003 Date of Delinquency Notice: 7/29/2005 The undersigned, Glenda Farner Strasbaugh, Clerk of Orhans' Court, in accordance 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 their counsel, have filed with the Register of Wills or Clerk of Orphans' Court, his/her Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule, and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orhans' Court Rules, was given by the Clerk of Orphans' Court on 8/16/2005 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 their counsel. cc: File Personal Representative Counsel .~.. w~J Glenda Farner Strasbau Clerk of Orhans' Court A hea~~ng is scheduled for October 07, 2005 at 9:30 AM in ~. Courtroom No; 03. If the Status Report is filed prior to the ~o~,heari~ dat!e, the hearing will automatically be cancelled. ( L __ I.' , l... , . i Estate of KNIGHT WINDSOR L Late of CAMP HILL BOROUGH ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Estate No.: 21-03-00656 Date: 6/16/2005 NO.: 2 1 - 03 - 0 0 656 KNIGHT CATHERINE 2708 OSWEGO AVENUE BALTIMORE MD 21215 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS I COURT RULE Personal Representative: KNIGHT CATHERINE Personal Representative Counsel: ** NO INFORMATION FOUND ** Date of Decedent's Death: 7/29/2003 Date of Delinquency Notice: 7/29/2005 The undersigned, Glenda Farner Strasbaugh, Clerk of Orhans' Court, in accordance 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 their counsel, have filed with the Register of Wills or Clerk of Orphans' Court, his/her Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule, and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orhans' Court Rules, was given by the Clerk of Orphans' Court on 8/16/2005 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 their counsel. cc: File Personal Representative Counsel ,,'" . L~.B'..u Glenda Farner Strasbau Clerk of Orhans' Court A hearing is scheduled for October 07, 2005 at 9:30 AM in Courtroom No. 03. If the Status Report is filed prior to the hearing date, the hearing will automatically be cancelled. uR l\ \~ Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Ifl / / Wd5() ( L fI+/70 ,..r Date of Death: : J u / y d9 - 2 C.UJ.3 Estate No.: ;) / - 0 3 () 0 G s to f~/ ~J h+ Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the following with respect to completion ofthe administration of the above-captioned estate: I. State whether administration of the estate is complete: Yes 0 No G-- 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: U N t< NO U-J ,,-/ 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 0 No 0 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 0 No 0 c. Copies of receipts, releases, joinders and approval of f0ll11al or informal accounts may be filed with the Clerk oflhe Orphans' Court and may be attached to thi s report. Date: r:J~/{)rS tp / ~EII'n e Name ~(5 f?t u"" (")? 0 g (/~ fA) eq (J l?-J/e. Address Q /J1t ///rYl IJ (e ,11 I) d. J tl /$ Teleph~ne No. y / ()) 3 fc- '7- c..; '6'/9 Capacity: 0 Personal Representative o Counsel for personal representative <". --' \ l.. '- l.-(,.. STATUS REPORT UNDER RULE 6.12 Name of Decedent: WINDSOR L. KNIGHT Date of Death: JULY 29,2003 No. 21-03-0656 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 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 X 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 X No Date: d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphan's Court and may be attached to this report. 01/09/2006 I ~~~/ !?-: .M ttnature f ~""~. r ('~J CA THERlNE KNIGHT 2708 OSWEGO AVENUE BALTIMORE, MD 21215 (410) 367-4849 ( \...: Capacity: X Personal Representative Counsel for Personal Representative \1.1~ V-C