HomeMy WebLinkAbout03-0680Estate of F~¢/o¢~$ ~. /l~¢~[Ote
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
No.
To:
Register of Wills for the
Deceased. County of ~'te~d~',~/.~,n/O in the
Social Security No. ,,~.O/- / 1~ ~ '~?~.:5" Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut ~gl,9,n/~:. /~'//080b'~/-~amed
in the last will of the above decedent, dated ,/;f ~t,~¢,¥ /! , 19 ~'
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C~,4~tZ$~'~/-4pOJ~ County, Pennsylvania, with
h /'/~;( last family o~ principal residence at 35 ~?OZ ~. ~_d. te tsrlLL /~'O~t9:
(list street, number and muncipality)
Decendent, then ~'~ years of age, died /~' 6: 6"$ 7- ! O , ~p~ 200~,
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows: ~'
t?or q'
~;lOt .
I.~0 /o~o.e°
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters Tes tmen t ary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a'.)
theron.
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland_ SS
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed ~- ~~~_.-
f -'~fore me this/~. 14 th/~ day of / -//?~
,~----~ / --//2~,,,-,-,/~,~-/~,~-// ~ 3J. _ (7_-.q- ~_ ~ ...... _
-- M. Otto,lst Deputy ~
/
No. 21-2003-680
Estate Of
FRANCES E. MCBRIDE
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW August 15th ~9~ 200,3in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated March 11 ~h 1 qqlq
described therein be admitted to probate and filed of record as the last will of
FRANCES E. MCBRIDE .
Letters TESTAMENTARY
~eherebygrantedto BETTY J. RHOADES
BRIAN E. RHOADES SR.
AND BRIAN E. RHOADES. A./K/A
FEES
Probate, Letters, Etc ..........
Sho~t Certificates(6) .......... $
~R~e~R~x. · .x-pages. { J )
JCP
TOTAL __ $.
270.00
18.00
6.00
10.00
304.00
Register of Wills
Donna M.Otto.lst Deputy
Filed ~9~ust, 15th,2003 ............
Mail Letters'~o Executrix:Betty J. Rhoades -
8/19/03 Letters were picked by Executor instead.
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
LAST WILL AND TESTAMENT
OF
FRANCES E. MC BRIDE
I, FRANCES E. MC BRIDE, of East Pennsboro Township,
Cumberland 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 and Codicils previously made
by me at any time heretofore.
FI RST: I hereby direct that my personal representatives, hereinafter
named, to pay all of my just debts, not barred by any statute of limitations, as well as
my funeral and testamentary expenses, including Pennsylvania Inheritance Taxes, as
soon after my demise as may be practicable.
S E CO N D: I hereby give, devise and bequeath all the rest, residue and
remainder of my estate, equally and per capita between my sister, Betty J. Rhoades,
and her son, Brian E. Rhoades. In the unlikely event that both Betty and Brian
predecease me, I hereby give, devise and bequeath all of the rest, residue and
remainder of my estate, equally and per capita among Brian's seven children, Brian Jr.
Elizabeth, Edward, Michael, Thomas, Sarah and Katherine.
THIRD: I hereby nominate, constitute and appoint my sister, Betty J.
Rhoades and her son, Brian E. Rhoades, as co executors, of this my Last Will and
Testament. In the unlikely event that both Betty J. Rhoades and Brian E. Rhoades
predecease me, fail to qualify, or cease to act in their capacity as personal
representative to my estate, I hereby nominate, constitute and appoint Brian's son,
Edward Rhoades, as alternate executor.
FOURTH: The above named persons shall not be required to post bond
or surety in this, or any other jurisdiction, for faithful compliance of the duties as
personal representative of my estate.
IN WITNESS WHEREOF, I hereby set my hand and seal and
declare this to be my LAST WILL AND TESTAMENT, consisting of this and one
other typewritten page, identified by my signature, dated on this,
the /) / day of ~i~2~_ ..... 19_:~' ~.
FRANCES E. MC BRIDE
(Testatrix)
Be it known that at the request of the testatrix, we have witnessed the
signing of this document, in her presence and in the presence of each other.
~ (~)-. ~ Residing At
~'~~~f, ~esiding At
COMMONWEALTH OF PENNSYLVANIA )
)
COUNTY OF CUMBERLAND )
__ WE, FRA~~ E..,MC BRIDE, ~,~'~'~'----~ " and
~~--- ~-~estat rix,
and the witnesses, respectively,
whose names are signed to the attached and 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. Furthermore, she signed and
executed it willingly, as a free and voluntary act, for the purposes therein expressed.
Each of us, as witnesses, in the presence and hearing of the Testatrix and each other,
signed the Will as witnesses, and that to the best of our knowledge and sight, the
Testatrix, was at the time eighteen (18) or more years of age, of sound and disposing
mind, memory and understanding and under no constraint, duress or undue influence.
FRANCES E. MC BRIDE (Testatrix)
WITNESS
Subscribed, sworn to and acknowledged before me by:
FRANCES E. MC BRIDE,
the witnesses, all of whom perso~nally appeared
.~.._
on this,the \ l, . day of ~,.c,,t,c-J,_ , 199l~
NOTARY PUBLIC
the Testatrix, and by
before me, the undersigned officer,
My Commission Expires:
Donald B. Owen, Notary Public
East Pennsboro Twp., Cumberland County
My Commission Expires Nov. 24, 2000
Member, Pennsylvania Association of Notaries
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF iNDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003123
RHOADES BRIAN E
565 RIDGE AVENUE
ENOLA, PA 17025
A/K/A
........ fold
ESTATE INFORMATION: SSN: 201-18-4775
FILE NUMBER: 2103-0680
DECEDENT NAME: MCBRIDE FRANCES E
DATE OF PAYMENT: 10/15/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 08/10/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $34,138.89
REMARKS:
BRIAN E RHOADES
TOTAL AMOUNT PAID:
$34,138.89
SEAL
CHECK# 2O8
INITIALS: VZ
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
I.-
Z
W
LU
IJ,,I
REV-1500
~oo
~ 8.
UJ 9.
10.
12,
13.
14,
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
DATE OF DEATH (MM-DD-YEAR) ) j DATE OF BIRTH (MM-DD-YEAR)
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
[~1. Original Return
r~4. Limited Estate
"--[6. Decedent Died Testate (Attach copy of Will)
'--]9. Litigation Proceeds Received
FIRM NAME (If Applicable)
j~l2. Supplemental Return
J~4a. Future Interest Compromise (date of death after 12-12-82)
J---J 7. Decedent Maintained a Living Trust (Attach copy of Trust)
J---1 10. Spousal Povedy Credit (date of demh between 12-31-91 and 1-1-95)
FILE NUMBER
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13) , ! '}
(11)
(12)
(13)
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
- /7
19. Tax D~e ~ .~/'~o ~.,.~ (19)
x .0_ (1~)
× .g_ (16)
x .12 (17)
x .15 (18)
/ 7
COMPLETE MAILING ADDRESS
SOCIAL SECURITY NUMBER
] 3. Remainder Return (date of death prier to 12-13-82)
J---1. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
J~J 11. Election to tax under Sec. 9113(A) (A~ch Sch O)
(8)
1/3/,6/
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
'--1 Separate Billing Requested
Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
Total Gross Assets (total Lines 1-7)
Funeral Expenses & Administrative Costs (Schedule H) (9)
Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
Total Deductions (total Lines 9 & 10)
Net Value of Estate (Line 8 minus Line 11)
SOCIAL SECURITY NUMBER
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
TELEPHONE NUMBER
2/7-
COUNTY CODE
YEAR NUMBER
Decedent's Complete Address:
c,'r¥ 0 '...- ? 4
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits ( A + B + C ) (2)
Interest/Penalty if applicable
D. Interest
E. Penalty Total Interest/Penalty ( D + E )
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund
If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. ~Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3)
(4)
(5A)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .......................................................................................... [] ~
b. retain the right to designate who shall use the property transferred or its income; ............................................ [] []
c. retain a reversionary interest; or .......................................................................................................................... [] []
d. receive the promise for life of either payments, benefits or care? ...................................................................... [] [~-
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. [] [~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] []"
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ [] [~- ....
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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 ia true, correct and complete.
Declaration of preparer other than the persona[ representative is based on all information of which preparer has any knowledge.
DATE
SIGNAT(JRE OF PREPARER OT'HER~THAN REPRESENTATIVE
_ .
ADDRESS
DATE
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even
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. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as a
individual who has at least one parent in common with the decedent, whether by blood or adoption.
R~v.,,~2~.,,.9,, ~ SCHEDULE A
COMMONVV~'TH OFPE,NS~LV^N,^ REAL ESTATE
iNHERITANCE T~ RETURN
RESIDENT DECEDENT
Fr ,?
FILE
NUMBER
All real prop~i o~d sol~ or as a l~na~t i~ common m~st ~ r~ted at ~ir ma~l valua. Fair manet value is d~fined as ~e p~ at which pro~ would be excha~ed
be~een a willing buyer and a willing seller, nei~er being ~mpelled to buy or ~11, ~ having ~asonable kn~ledge of the relevant fa~. ~al prop~ eich is joi~-o~d e right ot
su~o~hi~ must ~ disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
TOTAL (Also enter on line 1, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
VALUEAT DATE
OF DEATH
REV-1503 EX + (1-97) ~
CONiNIONWEALTH OF PENNSYLVANIA
iNHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
FILE NUMBER
All property jointly-owned with right of sun~ivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
TOTAL (Also enter on line 2, Recapitulation)
(if more space is needed, insert additional sheets of the same size)
REV-1508 EX* (1-97) j~~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
-/"',~',,5',,u,'r: ,~. 5
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
(If more space is needed, insert additional sheets of the same size)
VALUE AT DATE
Of DEATH
TOTAL (Also enter on line 5, Recapitulation)
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorshi ~ must be di~_c!,:,_sed on Sch,d,,le F.
ITEM
NUMBER DESCRIPTION
REV-1513 EX+ (9-00~
COMMONWEALTH OF PENNSYLVANIA
' INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
NUMBER
I
1.
II
1.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
FILE NUMBER
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
AMOUNT OR SHARE
OF ESTATE
TOTAL OF PART Il- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
REV-1511 EX+ (12-99)
CgMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
ITEM
NUMBEF
5.
6.
7.
/
Debts of decedent must be reported on Schedule [.
DESCRIPTION
FUNERAL EXPENSES:
ADMINISTRATIVE COSTS: ~,
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State
Year(s) Commission Paid:
__ Zip
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant ~, ~_..~ ~. ~,/ ~,,~, ,/'~ ~ ~__,) ~ '"~ ~', _~,
Street Address .,/,:~5 z., r.").. I~ ~.~"T-: ~: ~) R '~
city £/O D L t~
Relationship of Claimant to Decedent
State
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
.
~ r. ~ VL., -t'F'.~t ~
TOTAL (Also enter on line 9, Recapitulation)
AMOUNT
(If more space is needed, insert additional sheets of the same size)
Advanced Statistical Appraisals of PA
1271 Eisanhower Bird
Harrisburg, PA 17111
717-939-8380
Betty & Margaret Rboades
104 Salt Road., Enole, PA 17025
Re: Property: 35 College Hill Rd
Enola, PA 17025-2108
Borrower: Private Appraisal
File No.: S308041
In accordance with your request, we have appraised the above referenced property. The report of that appraisal is
atta~l~ed.
The purpose of this appraisal is to estimate the market value of the property described in this appraisal report, as
improved, in unencumbered fee simple ti'de of ownership.
This report is based o~ a physical analysis of the site and improvements, a Iocational analysis of the neighborhood and
city, and an economic analysis of the market for propertie~ such as the subject. The appraisal was developed and the
report wa~ prepared in accordance with the Unifown Standards of Professional Apprai~al Practice.
The value conclusions reported are as of the effective date stated in the body of the report and contingent upon the
certification and limiting conditions attached.
It has been a pleasure to assist you. Please do not hesitate to contact me or any of my staff if we can be of additional
service to you.
Sincerely,
Brian E. Raines
Assistant to the State Certified Appraiser
Subject Address
Legal Desc~lion
c~
County
State
Zip Cocle
Census Tract
Map Reference
S~ ~
Date ~! Sale
Bonrower / Client
Len~
Size (Square Feet)
Price per Square Foa~
Location
Age
Condition
~*ota Rooms
Bedrooms
Ba~s
Appraise
D~ of Appraised Value
SUMMARY OF SALIENT FEATURES
35 College Hill Rd
Deed I~o~k: 0194 Page: 0766
Enola
Cumberland
PA
17025.-2108
0101.00
Cumb ADC 10 IA 02
SN/A
Private Appraisal
Betty & Margaret RhoacleS
1,781
$
ResidentiaFAvg
43 Years
Average
7
3
1.5
Brian E. Raines and Tammie J, Troup
August 25, 2003
Final Estimate of VaJue $ 142,000
Advanced Stal~st~cal Appraisals of PA, Inc.
UNIFORM RESIDENTIAL APPRAISAL REPORT
RleNo.
lFile No. S308041[ Page #4[
August 25, 2003
S308041
City Enola
I Address 35 College Hill Rd
Deed Book: 0194 Page: 0766
'Assessor's Parcel No. 09-13-10013-034 Tax Year 2003
Borrower Private Appraisal Current Owner Estate of Frances McBride Occupant [X~ Owner I i Tenant i
Le~_sehold Pratt Type ~ PUD ~-] Condominium (HUD~VA only) , HOA $
hborhood or Project Name Enola, near Cb'l PA College/E.Pennsboro Tw. Map Reference Cumb ADC 101A 02 Census Tract 0101.00
N/A Date ol Sale NIA DeSC~l~lon and $ amount ot loan charges/cmcessious to be paid by seller NIA
Address 104 Salt Road., Enola, PA 17025
Betty & Margaret Rhoades
Tammie J. Troup
Location Urban [~ Suburban I~ Rural
Built up /.~ Over 75% ~ 25-75% [~] Under 25%
Growl~ rate ~ Rapid r~ Stable [~ Slow
Proper values [~ Increasing ~ Stable [] Declining
Demand/supply Iill Shortage ~ In balance ~] Over supply
Marketing time ,~ Under 3 mos. [~ 3-6 mos. I-~ Over 6 mos.
State PA Zip Code 17025-2108
County Cumberland
R.E. Taxes $1,959.26 Special Assessments $ 0.00
i Vacant
~o.
Address 1271 Eisenhower Blvd. Harrisburcj~ PA 17111
Predombtaat I Single family housing I Pre~ent land uM % Land use change
L
PRICE AGE-
oecupa~/ $(000) (yrs) One family 85 ~ Not likely [~] Likely
~<~ Owner >100 Low 10 2-4lamily 2 I
~ Tenant [ <180 High ~___]Murd-fami~ I To]-
in process
~ Vacant (0-5%) ~ Predominant ~ Commercial 7
~ ]w.(o.r~%~l 120-150 3o-50 IOmer 5
Noto: Race and the racial cempositlon of the neighborlmed are not apprai~al factors.
Neighborhood boundedes and characteristics: The subject is bounded by 1-81 to the north, Route 944 {Werlzville Road) to the south, East Penn Road
to the west and Route II / 15 (Enola Road) the east.
Factors that affect the marketability of the properties in the neighborhood (prmdmit7 to employment and amenities, employment stabi~, appeal to market, etc.):
is located in a residential area among properties of similar style and market appeal. Homes in the area are maintained and
All conveniences are easily accessible to the subject. The subject property has access to a few major highways, public school,
p and retail stores. Employment opportunities are available in the city Harrisburg and surrounding communities.
Market conditions in the subject neighbodmod (including support for the above conclusions related to lhe trend of property values, demand/supply, and maketing time
-- such as data on competYdve properties lor sale in the neighborhood, description of the prevalence oi sales and financing concessions, etc.):
style and area sell well without seller concessions. Interest buydowns are not prevalent at this time with conventional rate
around 6%. Seller concessions are typically limited to closing costs and or mortgage discount points.
Project Information for RIDs (ff applicable) - - Is the developer/builder in control of the Home Owners' Association (HOA)? [~ Yes [- ~ No
Approximate total number of units in the subject project N/A Approximate total number of units for sale in the subject project N/A
Descdbe common elements and recreaUonal facilities: N/A
Dimensions See deed description.
Site area 1.755 Acres Come' Lot ~_1 Yes ~ No
Specific zoning classfficaion and description Irregular
Zoning compliance ~] Legal [~ Legal nonconforming (Grandfahered use) L~ Illegal ~ No zoning
Present use I--1 Other use (explain)
Utilities Public Other 0ff-~ite Impmvmaent~ Type Public
Electricity [~ 100 Amp Street Asphalt
Gas Ii ."1 Propane Curb/gutter __
Water ~] Well Sidewalk
Sanitary sewer [~ Street lights ~
Storm sewer ~ N~ None
Pdvate
L~
Topography Above Street Level
Size Average of Area
Shape Rectangular
Drainage Appears Adequate
View Suburban/Average
Landscaping Average of Area
Ddveway Surface Asphalt / New in 1998
Apparent easements Typical Utility Easements
FEMA Special Flood Hazard Area [~ Yes ~ No
FEMAZone C MapDate 4/1511977
FEMA Map No. 4203590OO2B
Comments (apparent adverse easements, encroachments, special assessments, slide areas, illegal or legal nonconforming zoning use, etc.): There is an
for a per executors). The subject does not appear to lie in a FEMA designated flood
zone.
GENERAL DESCRIPTION EXTERIOR DESCRIPTION FOUNDATION
NO. of Units I Foonda'don Concrete Block Slab No
No. of Stories I Exterior Walls Brick, Vinyl Crawl Space No
Type (DeUAtt.) Detached Roof Surface Basement Full
Design (Style) Ranch Gutters Yes Sump Pump Yes
Existing/Proposed Existing DH, Storm Units Dampness - No-Evidence
Age (Yrs.) 43 Years Storm/Screens Yes SetUement No Evidence
10 Manufactured House No IMestation No Evidence
ROOMS Rec. Rm.
Basement 1
Level 1 1
Level 2
Finished area above tirade contains:
INTERIOR Matedals/Conditioo
Floors HW,Crpt, Vinyl / Avg
Walls Dry Wall / Avg.
Trim/Finish Wd Painted / Avg.
Bath Floor Vinyl / Avg.
Bath Wainscot Ceramic Tile / Avg.
Doors Wood Stained/Avg.
7 Rooms; 3 aodroom(s);
Additional features (special energy efficient items, etc.):
Type BBHW IReh~gerator ~:~
Fuel Oil IRange/Oven
Cond~n Avg. /Disposal
COOUNG IDishwasher
Central Yes l Fan/Hood
Other No IMicrownve
Condmon Ava. IWasher/O./e~
See attached addenda.
IAI'TlC
None
Stairs
Drop Stair
Scuttle
Rom
Heated
~ Rnished
Area Sq. Ft. 1,232
% Rnished 0%
Ceiling Joist
Walls PntdMason~
Floor Linoleum
Outside Ent~ Yes
Bedrooms ' # Bahs Laundry
3 1.5
1.5 Bah(s); 1,781 S~
AMENITIES
i' i Fireplace(s) # I & BH
~ Patio Flag Stone
Ii ] Deck Cvrd 16'X8'
~]~;x~ ~ Fr°nt r~
INSULATION
Roof
Walls
Floor
None
Unknce~
Other I Area Sq. R.
I
1,232
1,781
uare Feet of Gross Living Area
CAR STORAGE:
None
Garage # of cars
Attached
Detached 1 Car
BuR-In
Driveway 4-6 Cars
Condidon of the improvements, depreciation (physical, functional, and extemal), repairs needed, quality of construction, remodelinB/addJfions, etc.: The subject is
on both the interior and exterior. The subject has a standard floor plan and amenities. No evidence of functional or
economic obsolescence was observed.
Adverse environmental conditions (such as, but not limited to, hazardous wastes, toxic substances, etc.) present in the improvements, on the site, or in the
immediate vicinity of the subject property.: See attached addenda.
Freddie Mac Form 70 6/93
PAGE 1 OF 2
Form UA2 -- "TOTAL for Windows" appraisal software by a la mode, inc. -- 1-800-ALAMOOE
Fannie Mae Form 1004 6/93
ESTIMATED SITE VALUE ....
ESTIMATED REPR00UCTION COST-NEW-OF IMPROVEMENTS:
Dwellin. g 1,781 Sq. R. @$ 53.83 = $ 95,871
1,232 Sq. Ft. @$ 11.25 = 13,860
cvrd deck & fixtures = 6,243.92
Garage/Carport 350 Sq. Ft. @$ 18.50 = 6,475
Total Estimated Cost New = $ 122,449.92
Less Physical Functional External
Depreciation 20,412 I = $
Depreciated Value of Improvements . =$
"As-is" Value of Site Improvements =$
INDICATED VALUE BY COST APPROACH ..........
ITEM I SUBJECT COMPARABLE NO. 1
35 College Hill Rd 1 Annette Drive
Address Enola Enola
Sales Price N/A
Data and/or Public Records
Verification Source
VALUE ADJUSTMENTS DESCRIPTION
or Financing
Concessions
UNIFORM RESIDENTIAL APPRAISAL REPORT
=$
102
142,037.92
Rle No.
Lr,e ~o. ~ueuq Il rage
August 25, 2003
S308041
Comments on Cost Approach (such as, source of cost estimate, site value,
square foot calculation and for HUD, VA and FmHA, the estimated remaining
economic life of the property): The Marshall & Swift cost handbook
was used as an aid in
The estimated remaining economic life is 40 yrs.
As-is value of site improvements includes well.
COMPARABLE NO. 2 COMPARABLE NO. 3
742 Manor Road 820 South Humer Street
Hill Enela
1.72 miles 2.57 miles 1.68 miles
134 138 139
114.71 92.35 ~ 107.12
MLS~10090282&Public Record MLS~10087307&Public Record MLS~10079610&Public Record
DESCRIPTION i DESCRIPTION
Cony.
None Noted I
: None Noted
8/2/2003 : 3/31/2003
Location Residential/Avg Residenfial/Avg
Site 1.755 Acres .46 Acres
View Suburban/Avg Suburban/Avg
Ranch Ranch
43 Years 33 Years
r of ConstnJction
Condition
Above Grade Baths
Roum Couof 3 i 1.5
~ Basement & Finished i Full Basement Full Basement
i Rooms Below Grade Unfinished Bar
Functional Utility
BBHW I CA EBB / CA
DH Storm Units
I Car / Detached 1 Car / Att.
Porch,Patio,Deck Porch, Patio
1FP/Brk Hearth
Efficient Items
Porch, Patio, Deck,
, etc.
etc.
Res~enfiaFAvg
.46 Acres
Suburban/Avq
44 Years
Baths
Full Basement
DESCRIPTION
Conv.
None Noted.
8/16/2002
Residential/Avg
+3 .49 Acres
+500
Suburban/Avg
Ranch / Avg.
10 Years
Baths
2.5
Full Basement
-1,500
BBHW I CA
DH Storm Units
2 Car / Att.
Porch, Patio
None
Fence
EHP / CA
1 Car / Integral
Porch, Deck
None/Brk Hearth
Adjusted Sales Price
142 142 143
Comments on Sales Comparison (including the subject property's compa~bility to the neighborhood, etc.): All sales are dosed transactions per source
identified. All sales are weighted equally in the final reconciliation report. Focus was placed on finding transfers that are similar in size
amenities, and condition.
ITEM SUBJECT I COMPARABLE NO. 1 COMPARABLE NO. 2 i COMPARABLE NO. 3
Date, Price and Data Public RecordsI MLS and Public Tax Records MLS and Public Tax Records I MLS and Public Tax Records
Source, for pdor sales No previous sale I No previous sales in 3 Yrs. No previous sales in 3 Yrs. I No previous sales in 3 Yrs.
Analysis of any current agreement of sale, option, or lisUng of subject property and analysis ol any prior sales of subject and comparables within one year of the date 0! appraisal:
None Known and None Provided.
INDICATED VALUE BY SALES COMPARISON APPROACH .. $ 142
IN01CATED VALUE BY INCOME APPROACH (if Appicable) Estimated Mat, et Rent ~ /Mo. x =
This appraisal is made [~ 'as is" ~ subject to the repairs, alterations, inspections or cond~ons listed below subject to completion per plans & specifications.
Conditions of Appraisal: The subject is appraised "as-is". The subject is appraised for estate purposes. The date of death was 2003.
Final Reconciliation: The market approach is the best approach for this type of property and the one for which the most reliable data is available.
The cost approach supports the value indicated by the market approach. The income approach is not applicable to the subject because the
~s more interested in the amenities than the income the property would produce.
The puq~Qse of this ap~'ai~ is to es~mate the mad(et value of the real propaly that is the sub~K.-'t of this repro1, based on the above conditions and the ce~fication, co~ngent
and limiting conditions, and market value definition that are stated in the attached Freddie Mac Form 439/FNMA form 10048 (Revised .).
I (WE) ESTIMATE THE MARKET VALUE, AS DERNED, OF THE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT, AS OF August 25 2003
Name Bran 'Raines
~ Did Did Not
Inspect Property
Date Report Siflned September 08, 2003
State Ce~icalJon # Assistant to State Certified Appraiser
StaE PA $~e PA
, TO BE $ 142,000
SUPERI/I$ORY APPRAISER (ONLY IF REQUIRED):
Name Tammie ~1~ "~" - ~v
Date Report Signed September 08, 2003
State Certification # RL-OO3375-L
Or State License #
Or Stat~ License # State State
Freddie Mac Form 70 6/93
PAGE 2 OF 2
Form UA2 -- "TOTAL for Windows" appraisal software by a la mode, inc. -- 1-800-ALAMODE
Fannie Mae Form 1004 6-93
Name of Decedent:
Date of Death:
To the Register:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Admin. No.
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 ~,//~ 6//0 '3 ·
Name Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Signature
Name
Address
Telephone (7/7) "~ 5~ 'Y-- ~ /
Capacity: y Personal Representative
__Counsel for personal representative
Name of Decedent:
Date of Death:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
1/o/o
Will No. =.~003 --
To the Register:
Admin. No.
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) o~f th, e Orphans' Court Rules was
served on or mailed to the following beneficiaries Of the above-captioned estate on ~'/2 ~;,/O~5 :
Name Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Signature
Name ~ ~ ~~
Address
Telephone
Capacity:
7 3.~ - ,~--o /,.5-
Personal Representative
Counsel for personal representative
BUREAU OF INDIVIDUAL TAXES
%~ INHERITANCE TAX DIVISION
DEPT. 280601
HARR/SBURG, PA 17128-0601
BETTY J RHOADES
104 SALT RD
ENOLA
PA 17025
COMMONWEALTH OF PENNSYLVANZA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLONANCE OR DISALLONANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 12-15-2005
ESTATE OF MCBRIDE
DATE OF DEATH 08-10-2005
FILE NUMBER 21 05-0680
COUNTY CUMBERLAND
ACN 101
Amount Rem'i 'l:'l:ed
REV-i?;~i? EX AFP C01-03)
FRANCES E
HAKE 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-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCBRIDE FRANCES E FILE NO. 21 03-0680 ACN 101 DATE 12-15-2003
TAX RETURN NAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (ScheduZe A) (1)
2. S~ocks and Bonds (Schedule B) (2)
$. Closaly Held S~ock/Par~nersh/p /n~ares~ (Schedule C) ($)
q. Mortgages~No,es Rece/vable (Schedule D) (q)
$. Cash/Bank Depos/~s/M/sc. Personal Proper*y (Schedule E) (5)
6. Jo/n~ly Owned Proper~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To~al Asse~s
APPROVED DEDUCTIONS AND EXEHPTZONS:
9. Funeral Expenses/Adm. Costs~Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabili~/es/L/ens (Schedule I) (10)
11. To~al Deductions
12. Ne~ Value of Tax Re~urn
142/000.00
1/131.61
O0
O0
140/851.72
O0
O0
(8)
14,275.15
.00
NOTE: To /nsure proper
cred/~ ~o your account,
subm/~ ~he upper port/on
of ~h/s form w/th your
~ax payment.
13.
1~.
NOTE:
285,965.35
TAX CREDITS:
PAYHENT
· O0 X O0 : . O0
· 00 X 045= .00
134,845.09 X 12 : 16,181.41
134,845.09 X 15 : 20,226.76
(19)= $6,408.17
DATE
10-15-2003
RECEIPT
NUMBER
CD003123
DISCOUNT (+)
INTEREST/PEN PAID (-)
1,796.78
PAYMENT MUST BE MADE BY 05-10-2004~.
AMOUNT PAID
34,138.89
ASSESSHENT OF TAX:
16. Amoun~ of L/ne 1~ a~ Spousal rate (15)
16. Amoun~ of L/ne 1~ ~axable at Lineal/Class A rate (16)
17. Aeoun~ of L/ne 1~ at S/bl/ng ra~e (17)
18. Amoun~ of L/ne 1~ ~axable a~ Collateral/Class B ra~e (18)
19. Pr/nc/pal Tax Due
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULAT/ON OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
35,935.67
472.50
.00
472.50
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT 1S REQUIRED.
ZF TOTAL DUE 1S REFLECTED AS A 'CREDIT" (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE S[DE OF TH/S FORM FOR INSTRUCTIONS.)
Char/~able/governmen~al Bequests; Non-elected 9115 Trusts (Schedule J) (13) . O0
Ne~ Value of Es~a~e Subjac~ ~o Tax (1,q,) 269,690.18
zf an assessment Nas issued previously, 1/nas 1~, 15 and/or 16, 17, 18 and 19 ~ill
reflect figures that include the total of ALL returns assessed to date.
(11) lq.273.1;
(12) 269,690.18
RESERVATION:
PURPOSE OF
NOTICE:
PAYHENT:
REFUND (CR):
OBJECTIONS:
ADHIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 12, 1981 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collatarat) beneficiaries of the decedent after tho expiration of any estate for
life or for years, the Comaonaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
To fulfill the requirements of Section 21¢0 of the Inheritance and Estate Tax Act, Act 23 of Z000. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF HILLS, AGENT
A refund of a tax credit, which ams not requested on the Tax Return, may ba requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-iSI~). Applications are available at the Office
of the Register of Rills, any of tho Z$ Revenue District Offices, or by calling the special Z4-haur
answering service for fores ordering: 1-800-36Z-ZO50; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-3010 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 181011, Harrisburg, PA 17118-1011, OR
--aIaction to have tha matter determined at audit of tha account of the parsonaI representativa, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Reviea Unit, Dept. Z80601, Harrisburg, PA 17118-0601
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 administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (51) discount of
the tax paid is allowed.
The 151 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same tiaa period es you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January l, 1981 bear interest at the rate of
six (6Z) percent par annum calculated at a daily rate af .000164. All taxes which became delinquent on and after
January l, 1981 will bear interest at a rate which will vary from calendar year to calender year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through Z005 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 ZOZ .000548 1987 91 .000247 1999 71 .000191
1985 161 .000438 1988-1991 111 .000301 2000 8Z .000119
1984 111 .000301 1991 9X .000247 2001 9Z .000147
1985 131 .000356 1995-1994 71 .000192 2001 61 .000164
1966 1gl .000Z74 1995-1998 91 .000147 2003 51 .000137
--Interest is calculated
INTEREST = BALANCE OF
as follows:
TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the data of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must ba calculated.
~EV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
3ECEDEN~S NAME FILE NUMBER
McBRIDE,FRANCES E 2103-0680
~EVIEVVED BY ACN
Kathryn Harbilas 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The claim for the family exemption has been disallowed. The claimant must be a spouse
H B-3
or if no spouse, a parent or child living in the same household as the decedent as of the
date of death.
H B-7,4 The value of the charitable bequest has been disallowed. The decedent's Will did not
contain a specific bequest to the charity.
ROW Page 1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003348
RHOADES BETTY J
104 SALT ROAD
ENOLA, PA 17025
........ fold
ESTATE INFORMATION: SSN: 201-18-4775
FILE NUMBER: 2103-0680
DECEDENT NAME: MCBRIDE FRANCES E
DATE OF PAYMENT: 12/19/2003
POSTMARK DATE: 12/18/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 08/10/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $472.5O
TOTAL AMOUNT PAID:
$472.50
REMARKS: BETTY J RHOADS
SEAL
CHECK# 215
INITIALS: VZ
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF ZND/VIDUAL TAXES
XNHERITANCE TAX DIVXSION
DEPT. 280601
HARR/SBURG, PA 17128-060!
CONNONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTZCE OF INHERITANCE TAX
APPRAISEHENT, ALLO#ANCE OR DISALLO#ANCE
OF DEDUCTXONS AND ASSESSHENT OF TAX
REV-l~47 EX AFP (01-05)
BETTY J RHOADES
104 SALT RD
ENOLA
PA 17025
DATE 12-15-2005
ESTATE OF HCBRIDE FRANCES
DATE OF DEATH 08-10-2005
FZLE NUNBER 21 03-0680
COUNTY CUHBERLAND
ACN 101
I Amount: Remi'~:ed I
. so
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
RETAZN LOWER PORTZON FOR YOUR RECORDS *~
Brian E. Rhoades, Sr.
565 Ridge Avenue
Enola, PA 17025-2016
Register of Wills
Cumberland County Court House
Carlisle, PA 17013
BUREAU OF ZNDTVZDUAL TAXES
TNHERTTANCE TAX DZVTSZON
DEPT. Z80601
HARR/SBURG, PA 171ZD-0601
CONHONWEALTH OF PENNSYLVAN'rA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REV-i~O? EX AFP
BETTY J RHOADES
lOq SALT RD
ENOLA
PA 170Z5
DATE 01-Z6-ZOOq
ESTATE OF MCBRIDE
DATE OF DEATH 08-10-2005
FILE NUHBER 21 05-0680
'COUNTY CUMBERLAND
ACM 101
Amount Rem'i 'l:'l:ed
FRANCES E
MAKE CHECK PAYABLE AND REHZT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To insure proper credi~ ~o your account, submi~ ~he upper portion of ~his form wi~h your ~ax payment:.
CUT ALONG THIS L'rNE ~- RETA?N LOWER PORTION FOR YOUR RECORDS ~
ESTATE OF MCBRIDE FRANCES E F'rLE NO. 21 05-0680 ACN 101 DATE 01-Z6-200~
THIS STATEHENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACM ZN THE NAMED ESTATE. SHONN BELO#
TS A SUMMARY OF THE PRZNCZPAL TAX DUE, APPLICATION OF ALL PAYMENTS., THE CURRENT BALANCE, AND, TF APPLICABLE.,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADdUSTMENT: 12-15-2005
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYMENTS (TAX CREDITS):
$6,q08.17
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
1,796.78
10-15-Z005
12-18-2005
CD00~125
CDOO$$q8
.0O
$q,158.89
q7Z.50
ZF PAZD AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATZON OF ADDITIONAL INTEREST.
( ZF TOTAL DUE ZS LESS THAN $1,
NO PAYMENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR),
TOTAL TAX CREDIT
$6,q08.17
BALANCE OF TAX DUE .00
ZNTEREST AND PEN. .00
TOTAL DUE .00
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
PAYMENT:
Detach the top portion of this Notice and submit with your payment made payable to the name and address
printed an the reverse side.
-- Tf RESIDENT DECEDENT make check or money order payable to: REGISTER OF #ILLS, AGENT.
-- Zf NON-RESIDENT DECEDENT make check or money order payable to: COHMONNEALTH OF PENNSYLVANIA.
REFUND ECR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISiS). Applications are available at
the Office of tho Register of Wills, any of the 23 Revenue District Offices or from the Department's gq-hour
ansmering service for forms ordering: 1-800-36g-ZOSO; services for taxpayers with special hearing and / or
speaking needs: 1-BO0-qq7-3OZO (TT only).
REPLY TO:
Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. DB0601, Harrisburg, PA 17118-0601, phone
(717) 787-6505.
DISCOUNT: If any tax due is paid within three (3) calendar months after the dacedent's death, a five percent (52) discount
of the tax paid is allowed.
PENALTY:
The 1SI tax amnesty non-participation penalty ]s computed on the total of the tax and interest assessed, and not
paid before January lB, 1996, the first day after the end of the tax amnesty period.
iNTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one (l) day free the date of
death, to the date of payment. Taxes which became delinquent before January l, 19BZ bear interest at the rate of
six (61) percent per annum calculated at a daily rate of .O0016q. AIL taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198g through Z003 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
198Z ZOZ .000548 1987 92 .O00Zq7 1999 72 .O00XgZ
1983 162 .000q38 1988-1991 112 ,00050l 2000 8Z .000219
Z98~ ZZZ .000301 Z99Z 92 .0002q7 2001 92 .000247
1985 132 .000356 1993-199q 72 .000192 ZOO2 62 .00016q
1986 lOZ ,O00Z7q 1995-1998 92 .O00Zq7 ZOO3 S2 .0001~7
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (1S) days
beyond the date of the assessment. If payment ]s made after the interest computation date shown on the
Notice, additional interest must be calculated.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: P Jr. A IIlC i? S
E=. (Y1 C f3 t"',Je
Date of Death:
~\~
WtITNo.: d- 0(5']- 06 (., <;?O
2> /10/ ():3
Acb..u;.u. N u..
Pursuant to Rule 6.12 of the Supreme Court Orphans' Comt Rules, I repOlt the
following with respect to completion of the administration ofthe above-captioned estate:
1. State whether administration of the estate is complete:
Yes J}?l No 0
2. lfthe answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. lithe answer to No. I 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 E8 No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
Date: ~r> .:
/~,,- ~. ~
Signa~ tI
t3 r::JI-~( J rf holt J e5
Name
, '
'-
('1.)
_J
:::...
-'J
f--
c... ,
=-~)
Ll.(
oc.
x::: CF) .
0:: "c'
Ul-
~:~:~
O-.L..:.'
Ct.'
0-'
CS"'-',
(~)
10J! 5-1-/1 if/. Er1/oIA./A/?02)-
Address
~
C-
C:l
7/1- 7?). ~ / (p '1 3
Telephone No.
Capacity: ~ Personal Representative
o Counsel for personal representative
rPif
STATUS REPORT UNDER RlJLE 6.12
Name of Decedent:
f~J}AJces E.. J1lcB~llJe
'8 /10 /:2003
, I
Date of Death:
~\R.
"WiIfNo.: :J.oo3 - oo~ 80
AJ1w'l1. No..
Pursuant to Rule 6.12 of the Supreme Court Olphans' Comi 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 !i9 No 0
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No.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 !5'resentative state an account informally to the parties
in interest? Yes J2Sl No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts maybe filed with the Clerk of the Orphans' Court
and may be attached to this report.
Date: -2/!..."lI.2DoS ~ ~ ~
Signature
Bt I~IV e. f( lIoA/JE.s
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Capacity: !Zl Personal Representative
o Counsel for personal representative
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Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/13/2005
RHOADES BRIAN E SR
RE: Estate of MCBRIDE FRANCES E
File Number: 2003-00680
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:
8/10/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
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REGISTER OF WILLS
cc: File
Counsel
Judge
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