Loading...
HomeMy WebLinkAbout03-0714 PETITION FOR PROBATE and ~s~ate ol ~ru~-~ I~, I~c,~K No. also known as To: GRANT OF LETTERS .... Deceased. Social Security No. J{o~ ' I ~ - ~00-I The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executRt¥ in the last will of the above decedent, dated ,/~o'~Oj'T '7~ and codicil(s) dated Register of Wills for the County of Comtoe~c,ns..~ Commonwealth of Pennsylvania in the named ,19 7J~ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in CL)r~/,~< h et..Ct<l lastwt ~famikv]~f~-~-°r principal~ f//q residencel~/ly!at (list street, number and muncipality) Decendent, then ~ , years of age,.died 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: County, Pennsylvania~with ~, 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: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 3 COUNTY OF ~on4~gttLAztaD f 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 beforet.~ne this , _,~."~-~.'¢,~ day of # d Estate Of No. ~1-0~-"11 ~L , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW AUGUST 29~ 2003 the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s)dated 8-26-'1987 described therein be admitted to probate and filed of record as the last will of CATHERINE M PFLUGER , in consideration of the petition on and Letters TESTAMENTARY ' are hereby granted to MAGDALEN M PFLUGER FEES Probate, Letters, Etc .......... $ Short Certificates( ) .......... $ (o ~on ~)~xt~ .~... $ TOTAL .. $ .._~q, .C)C) Filed ~ 5..~..a.~. 7 .~.©.~.~.. i'. .............. ~ COUNTY REGISTER OF WILLS OF O-"A'~F~ SUBSCRIBING WITN~x.,' (each) a subscribing wi~ to the will presented herewit~each) being duly qualified according to ~ law, depose(s) and say(s) th~ '~ present and saw, ~ the testat___~, sign the same and t~ 'x~ signed as a witness at the request of testat~esence of each oth'~in the presence of the other subscribing witness(es)). ~ ~ Sworn to or aff'~d subscribed before x,x,N ~ me this...... day of ~ (Name) ~ · 19__ _ R eg~c~r x'x.% ~!'i] ~ (Address) Or.~TH OF NON-SUBSCRIBING WITNESS (e~ a subscriber hereto, (each) being duly qualified according t~ law, depose(s) and say(s) that ._ e ~, ~ familiar with the signature of / codicil testat.__ of (one that ~ -~/ / to the best of 7~?/~ of the subscribing witnesses to) the ~will presented herewith and codicil believes the signature on the will is in the handwriting of M, u tq knowledge and belief. Sworn to or affirmed and subscribed before r~X,.X~,N~his _C~-~ _~._~__, dayof ' ~c~c~ 'Name) (Name. O_ (~ddress) LAST WILL AND TESTAMENT I, Catherine M. Pfluger, of the Township of East Pennsboro, County of Cumberland and Commonwealth of Pennsylvania, being of sound mind and memory, do hereby make, publish and declare this to be my Last Will and Testament. FIRST: I hereby revoke all Wills and Codicils thereto by me at any time heretofore made. SECOND: I direct that all my just debts and funeral expenses be paid out of my estate as soon as practicable after my decease. THIRD: I give, devise and bequeath all my property, real, personal or mixed, of whatsoever nature and wheresoever the same may be situate, to my beloved sister, Magdalen M. Pfluger, her heirs and assigns forever. FOURTH: In the event my sister, Magdalen M. Pfluger, is not living at the time of my decease, then I give, devise and bequeath my entire estate to the following charities and non- profit organizations equally, that is to say, each is to take a one-seventh (1/7) share of my estate: i. Ca~ho!ic Charitie~ ~ ~,o Dioces~ of ~~ Inc.; 2. Society for the Propagation of the Faith for Home and Foreign Missions, Diocese of Harrisburg; 3. Good Shepherd Catholic Church of Camp Hill, Pennsylvania; 4. Sacred Heart Southern Missions of Walls, Mississippi. 5. St. Joseph's Indian School of Chamberlain, South Dakota; 6. Villa Teresa Nursing Home of Harrisburg, Pennsylvania; and 7. Humane Society of Harrisburg Area, Inc., of 7790 Grayson Road, Harrisburg, Pennsylvania. FIFTH: I do hereby make, constitute and appoint my sister, Magdalen M. Pfluger, Executrix of this my Last Will and Testament, or in the event of her death, ~ do appoint William R. Balaban, Esquire, Executor; neither of whom shall be required to furnish bond. IN WITNESS WHEREOF, I, Catherine M. Pfluger, Testatrix above named~ have hereunto subscribed my name and affixed my seal this day of August, 1987. Signed, sealed, published and declared by the above named Catherine M. Pfluger, as and for her Last Will and Testament in the presence of us, who have hereunto subscribed our names at her request as witnesses thereunto in the presence of said Testatrix and of each other. WITNESSES: 2 of Two Pages ]tJill OF CATHERINE M. PFLUGER '03 ~,~tSG 2'/' LAW OFFICES BALA_B~ AND ~BALA~AN ~OVERNORS' ROW 27 NORTH FRO~ STREET P. 0. Box 1284 ~ISBURO, PENNS~V~IA 17108-128~ Name of Dcccdcut: Date of Death: 'Fo thc Register: CERTII"ICATION OF NOTICE UNDER RULE 5.6{a) es,,,te No. 2- I ~ 5 CV7/9' certify that notice of estate administration required by Rule 5.6(a) of thc O,'pha,W Cou,'t Rules was on or mailed to thc following beneficiaries of thc above-captioned estate on ~mg~ ~ ~v ~ Addrcs~ No(icc Il:ts nuw bccn givcn lo all pcrsons cnfitlcd thcrc,o undcr Rule 5.6(a) except Cal~acity: Name (l'rin0 Repr~n[alive Add ross /7c:,5 v 're~ev~,o,,e No. U~7 )dY/"/_ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-O601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD O03175 AHRENS THOMAS J ESQUIRE 5521 CARLISLE PIKE MECHANICSBURG, PA 17050 ........ fold ESTATE INFORMATION: SSN: 166-12-3007 FILE NUMBER: 2103-071 4 DECEDENT NAME: PFLUGER CATHERINE M DATE OF PAYMENT: 10/28/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 07/28/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $414.29 REMARKS' TOTAL AMOUNT PAID: THOMAS J AHRENS ESQUIRE $414.29 SEAL CHECK# 98 INITIALS: AC RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS u] ,.go. z 0 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Pfluger, Catherine M DATE OF DEATH (MM-DD-YEAR) 07/28/2003 DATE OF BIRTH (MM-DD-YEAR) 04/14/1918 IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) OFF i,?,iAI. Lh~E ONi,.r J FILE NUMBER 21 COUNTY CODE 03 0714 YEAR NUMBER SOCIAL SECURITY NUMBER 166-12-3007 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER [] 1. Original Return [] 2. Supplemental Return ' [] 3. Remainder Return~date of death pdor to 12-13-82) [] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after [] 5. Federal Estate Tax Return Required 12-12-82) [] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach 8. Total Number of Safe Deposit Boxes of Wifl) copy of Trust) [] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between [] 11. Election to tax under Sec. 9113(A) (Attach Sch O) 12-31-91 and 1-1-95) THiS SECTION MOS~ BE COMPLETED~ ALL CORRESPONDENCE AND C~FiDENTiAL TAX iNFORMATION SHOULD BE DiREcTED TO: ~IAME COMPLETE MAILING ADDRESS Thomas J. Ahrens :IRM NAME (If applicable) Ahrens Law Offices, P.C. ~ELEPHONE NUMBER 717/697-1800 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) [] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 5521 Carlisle Pike Mechanicsburg, PA 17055 2,906.01 7,820.45 None None None None 13,205.36 None 1,155.15 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (8) 14,360.51 10,726.46 3,634.05 3,634.05 (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) x .00 (15) 16.Amount of Line 14 taxable at lineal rate x .045 (16) 17. Amount of Line 14 taxable at sibling rate 3,634.05 x .12 (17) 436.09 18. Amount of Line 14 taxable at collateral rate x .1,5 (18) 19. Tax Due (19) 436.09 20. [] BE SURE TO ANSWER ALLQu~NS ON REVERSE $1~CHECK MATH<< Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: JSTREET ADDRESS CITY Camp Hill STATE PA 3428 Lincoln Drive Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty 21.80 ziP 17011 (1) Total Credits (A + B + C) (2) Total Interest/Penalty (D + E) (3) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page I Line 20 to request a refund If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 436.09 21.80 0.00 414.29 414.29 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 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 PERSON RESPONSIBLE FOR FILING RETURN ADDRESS Magdalen M. Pfluger G TIJRE OF PERSON RESPbNSIBI.~FORi~JNG-RETU~ ADDRESS SIGNATORE O-F I~REPARER OTHER THAN REPRESENTATIVE ADDRESS Thomas J. AM:cas 3428 Lincoln Drive CamP_ Hill, PA 170~11 DATE DATE 5521 Carlisle Pike Mechanicsburg, PA 17055 DATE For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. {}9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. {}9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. {}9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to Dr for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.$. {}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 an individual who has at least one parent in common with the decedent, whether by blood Dr adoption. COMMONVVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Pfluger, Catherine M SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21 - 03- 0714 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivomhlp must be disclosed on schedule F. ITEM NUMBER DESCRIPTION M&T Bank checking account # 950992955 Proceeds of life insurance payable to Estate Long Term Care Insurance from Bankers Life Return of LTC premium from Bankers Life VALUE AT DATE OF DEATH 5,460.25 3,256.14 4,450.00 38.97 TOTAL (Also enter on Line 5, Recapitulation) 13,205.36 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Pfluger, Catherine M ]FILE NUMBER 21 - 03 - 0714 ITEM NUMBER This schedule must be completed and filed if the answer to any of questions 1 throuqh 4 on page 2 is yes. % OF DECD'S EXCLUSION INTEREST IF APPLICABLE Prudential annuity, contract # RMS818307 100% DESCRIPTION OF PROPERTY Include the name of the transferee, their relationship to decedent and the date of transfer. Attach a copy of the deed for real estate. DATE OF DEATH VALUE OF ASSET 1,155.15 TOTAL (Also enter on line 7, Recapitulation) TAXABLE VALUE 1,155.15 1,155.15 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Pfluger, Catherine M Debts of decedent must be reported on Schedule I. ITEM / FUNERAL EXPENSES: , Myers-Hamer Funeral Home FILE NUMBER 21 -03- 0714 NUMBER DESCRIPTION Bo 2 ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid Attorney's Fees Ahrens [,aw Oft~ces, P.C. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address C~ty Relationship of Claimant to Decedent Probate Fees Register of Wills Additional short certificate Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Cumberland Law Journal - Estate Notice The Sentinel - Estate Notice State Zip Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) AMOUNT 169.00 2,500.00 59.00 3.00 75.00 85.01 15.00 2,906.01 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Schedule H Funeral Expenses & Administrative Costs continued ESTATE OF Pfluger, Catherine M Inheritance Tax filing fee FILE NUMBER 21 03 - 0714 15.00 Page 2 of Schedule H COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Pfluger, Catherine M SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21 - 03-0714 Include unreimbumed medical expenses. ITEM NUMI 1 DESCRIPTION Manorcare Camp Hill - final nursing home bill Mobile A Ray Imaging Inc. TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 7,800.73 19.72 7,820.45 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 28060] HARRISBURG, PA 17128-0601 THOHAS J AHRENS AHRENS LAN OFFICES 5521 CARLISLE PIKE HECHANICSBURG PA 17055 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DATE 12-22-2005 ESTATE OF PFLUGER DATE OF DEATH 07-28-2003 FILE NUMBER 21 03-0714 COUNTY CUHBERLAND ACN 101 Amount Remitted CATHERINE H MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~- RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP C01-03) NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX ESTATE OF PFLUGER CATHERINE H FILE NO. 21 03-0714 ACH 101 DATE 12-22-2003 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate CSchedule A) 2. Stocks and Bonds (Schedule B) (2} $. Closely Held Stock/Partnership Interest (Schedule 4. Hortgages/Notes Receivable (Schedule D) 5. Cash/Bank Depostts/Nisco Personal Property CSchedule 6. Jointly Owned Property (Schedule F} 7. Transfers (Schedule G} 8. Tota! Assets APPROVED DEDUCTIONS AND EXEMPTIONS= 9. FuneraZ Expenses/Adm. Costs/H/sc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO) 11. Total Deductions 12. Net Value of Tax Return .00 .00 .00 .00 13t205.36 .00 NOTE: To insure proper credit to your account, submit the upper port/on of this form w/th your tax payment. 2,906.01 7t820.45 eli.) ]0.72~.46 (~2) 3,634.05 ASSESSMENT OF TAX: 15. Amount of L/ne 14 at Spousal rate (15) 1&. Amount of L/ne 14 taxable at Lineal/Class A rate 17. Amount of L/ne 14 at Sibling rate C17} 18. Amount of L/ne 14 taxable at Collateral/Class B rate C18) 19. Principal Tax Due TAX CREDITS PAYMENT RECEIPT DISCOUNT DATE NUMBER INTEREST/PEN PAID 10-28-2003 CD003175 21.80 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 15. 14. NOTE: reflect flgures that include the total of ALL returns assessed to date. · O0 x O0 = . O0 · 00 x 045 = .00 3,634.05 x 12 = 436.09 · O0 x 15 = . O0 c19)= 436.09 AMOUNT PAID 414.29 Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) CI.~) .00 Net Value of Estate Subject to Tax (14) 3,634.{]5 If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will TOTAL TAX CREDIT I 436.09 BALANCE OF TAX DUEl .00 INTEREST AND PEN. .00 TOTAL DUE .00 ( IF TOTAL DUE IS LESS THAN SI, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" OCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) lt155.15 c8) 14,360.51 RESERVATION= Estates of decedents d~ing on or before December 12, 1982 -- if anY future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawfu! Class 8 (collateral) rate on any such future interest. PURPOSE OF NOTICE= PAYMENT= REFUND CCR)= OBJECTIONS= ADMIN- IST~TIVE CORRECTIONS= DISCOUNT= PENALTY: INTEREST: To fulfill the requirements of Section 21~0 of the Inheritance and Estate Tax Act, Act 25 of 2000. (72 P.S. Section 91~01. Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Make check or money order payabie to: R~,(~IS~*~'~ OF R/LLS, AGEN~ A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsyivania Inheritance and Estate Tax" (REV-ISIS). Applications are available at the Office of the Register of Nills, any of the 25 Revenue District Offices, or by ca/ling the special 2~-hour answering service for forms ordering= 1-800-562-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-~7-$020 CTT oniy). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax Cincluding discount or interest) as shown on this Notice must object within sixty C&0) days of receipt of this Notice by= --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personai representative, 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 Review Unit, Dept. 280601, Harrisburg, PA 17128-0&01 Phone C7171 787-6505. See page 5 of the booklet "Instructions for Znheritance Tax Return for a Resident Decedent" (REV-15011 for an explanation of administratively correctable errors. If any tax due is paid within three C31 calendar months after the decedent's death, a five percent (SX) discount of the tax paid is allowed. The 15X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest ts charged beginning with first day of delinquency, or nine C91 months and one (11 day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six C&X) percent per annum caIcuiated at a daily rate of .0001&~. Ali taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which wi1! vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2005 are= Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1987 9X .0002~7 1999 7X .000192 1982 20~ .0005~8 1983 l&~ .000~58 1988-1991 IIX .000501 2000 8~ .000219 ]98~ IIX .000501 1992 9~ .000247 2001 9~ .0002~7 1985 15% .00055& 1995-199~ 7% .000192 2002 &X .0001&~ 1986 10% .000274 1995-1998 9% .0002~7 2003 5% .000137 --Interest is calculated as follows: TNTEREST = BALANCE OF TAX UNPAXD X NUI~BER OF DAYS DELXNIIUENT X DA/LY XNTEREST FACTOR --Any Notice issued after the tax becomes delinquent wili reflect an interest calculation to fifteen (151 days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additionai interest must be calcuiated. IN RE: REGISTER OF WILLS OF CUMBERLAND COUNTY COMMONWEALTH OF PENNSYLVANIA ESTATE OF Catherine M. Pfluger * NO. 2003-0714 STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: Will No.: 2003-0714 Catherine M. Pfluger July 28, 2003 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: ao Did the personal representative file a final account with the Court? Yes No X bo The separate Orphans' Court No. (if any) for the personal representative's account is: Co Did the personal representative state an account informally to the parties in interest? Yes X No Date: Copies of receipts, releases, j oinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Signatfre Thomas J. Ahrens, J.D. Name (Please type or print) 5521 Carlisle Pike Mechanicsburg, PA 17050 Address (717) 697-1800 Telephone No. Capacity: __ X Personal Representative Counsel for Personal Representative STATUS REPORT UNDER RULE 6.12 Name of Decedent · Thomas R Lamb Sr Date of Death' 09/30/200~1 Will No. 2003-00808 Admin. No. Pursuant to Rule 6. 12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate' 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: account with the Court ? Did the personal representative file a final 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. Date: /-~0-0¢ t_~.,~/.~ ,~t~~'t~J. Signature ~ Thomas R Lamb Jr Name (Please type or print ) ,~.: One Nottingham Dr ~ Mechanicsburo PA 17020 Address (717) 790-9117 Tel. No. Capacity' X Personal Representative Counsel for personal representative