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Home My WebLink About02-02-12`''I~L,~~~S~~~-( ,.. DECEDENT'S ESTATE r. 3 . C ~ ~~ 7 'Tl m < ~ ~ ~' " COURT OF COMMON PLEAS OF ~.r-- < c: `~ ' ~ ~ CUMBERLAND COUNTY, PENNSYLVANIA z m ~ ~i ~ ~ ~" _ f~ . ,-, , ='' ~~_ ORPHANS' COURT DIVISION •"~~ -~ ~~-, - `~` ~ = -~ '.~ ~ __._ _ r~ Y C - ~i Y r-rr , ,_,E ~ r? Gw F _.r.~ t~:+ ESTATE OF STEVEN C. TURNBAUGH ;DECEASED No. 2010-00588 .PETITION FOR ADNDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa: O.C. Rule b.9 This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers required under items 8-19 inclusive; and any instrumentpertinent to the adjudication. INCbUDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Ann E. Rhoads, Esquire Supreme Court LD. No.: 49631 Name of Law Firm: Cleckner and Fearen Address: 119 Locust St., P.O. Box 11847, Harrisburg, PA 17108-1847 Telephone: (717) 238-1731 Fax: (717) 238-8481 FormOGOl rev. L0.13.06 Page 1 of 10 Estate of STEVEN C. TURNBAUGH ,Deceased 3. Was decedent survived by a spouse? ............................. ^Yes ^/ No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. ^Yes alVo (,fie Section 2201 et ~. of the Probate, Estates and Fiduciaries Code) If yes, date of election: 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (if none, so state): None. 6. Did decedent marry aftex execution of Will or Codicil(s)? ........... ^Yes /^ No Were any children born to decedent after execution of Will or Codicil(s)? ..........................:................ ^Yes ~ No If yes, give names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? ............................:. /^Yes ^ No FormOC-Ol ~.1a.rs.o6 Page3 of 10 Estate of STEVEN C. TURNBAUGH Deceased 8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit togetherwith a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or lmowledge, having ar claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): Estate of Jane M. Turnbaugh Decedent's mother, Janet M. Ahrens, Admin. Jane M. Turnbaugh, 100% 18 D'Shibe Terrace survived him but Vineland, NJ 08360 died on 02/07/2010 Fo,~, oc-ot ,~. ro.ls.o6 Page 4 of 10 Estate of STEVEN C. TURNBAUGH Deceased B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For each such party, give date of birth, the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. None. C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (see Pa. O.C. Rule 12.4). Not applicable. D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. Jane M. Turnbaugh died on 02/07/2010. Letters of Administration were granted to Janet M. Ahrens by the Cumberland County, Pa., Register of Wills on May 10, 2010 (No. 2010-00381). FormOC-ol .~: ro.~3.06 Page 5 of 10 Estate of STEVEN C. TURNBAUGH Deceased 10. Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Name and Address of Each Claimant Amow+t of G7a~m Claim Admitted? 6f~il! Claim Be Paid In Ful[? Citibank (South Dakota), N.A. ~/ yes Q Yes Citi Mastercard ~Io ~No c/o DCM Services/Citibank $8,624.77 P. 0. Box 1568 Minneapolis, MN 55440-1568 FIA Card Services, Successor QYes ~/ Yes to Bank of America, N.A. ONo ^No c/o West Asset Management, $670.72 Inc., P. 0. Box 956842, St. Louis, MO 63195 []Yes ^Yes ~Io QNo Yes ^Yes QNo ^No If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. 11. Was family exemption claimed? ................................ ^Yes /~Io Was family exemption allowed? ................................ ^Yes uNo Family exemption claimant's name and relationship: Name: Relationship: FormOC-01 rev.1a13.o6 Page 6 of 10 Estate of STEVEN C. TURNBAUGH ,Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interest{s) upon which paid, are as follows: Date Payment Interest 7/8, 8/1 & 9/1/11 $2,744.80 $216.17 13. On the date of death, was the decedent a fiduciary (personal representative; trustee, guardian, agent under power of attorney} or surety an the bond of a fiduciary? ................... ^ Yes /^ No If yes, provide the name of the estate, indicate whether an account has been filed and confirmed absolutely and all awards performed, or, in the alternative, how the decedent's estate will be discharged for the decedent's fiduciary administration of the estate.. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: None. B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. ^Yes ^ No 15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. Farm oc-oi rev. ro.r3.or Page 7 of 10 Estate of STEVEN C. TURNBAUGH ,Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... ^Yes 0 No If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. None. B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. ^Yes ^ No 1 S. If a reserve is requested, state amount and purpose. $20,995.49 Arnounl: F„~e. 1. Filing fee for Account and Postage $400.00 2. Debts of Decedent $9,295.49 3. Income Taxes* $11,000.00 4. Alan J. Ceperich, CPA -preparation of income tax returns $300.00 If a reserve is requested for counsel .fees, has notice of the amount of fees to be paid from the reserve been given to the parties in interest? ...................... N/A .............. ^Yes ^No. If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... ^Yes /^No As to real estate only? ....................:................... ^Yes QNo * The bulk of assets into the estate were from a retirement account subject to income taxes upon liquidation. F~ aaol rev. I0.13.D6 Page S of 10 Estate of STEVEN C. TURNBAUGH Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts} are as~follows: A. Income: Proposed Distributee(s) None. B. Principal: Proposed Dtstributee(s} Estate of Jane M. Turnbaugh, Deceased Amota#/Proportfon Amount/P~oportion Entire balance of estate. Submitted By: (All petitioners must sign. Add additional lines if necessary): Name of titioner: JANET M. AHRENS Name of Petitioner: FormOC-Ol rev.IO.l3.t16 Page 9 of 10 Estate of STEVEN C. TURN$AUGH Verification of Petitioner (Verification must be by at least one petitioner.) Deceased The undersigned hereby verifies * ~~xxxxxxxx xxxxxxxxxxxxxxxxx xxxxxxxxxx that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. § 49Q4 (relating to unsworn falsification to authorities). Signa a of Petitioner JANE M. AHRENS * Corporate petitioners must complete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. \~~ Signature of Counsel for Petitioner ANN E. RHOAD, ESQUIRE F~ oc at ~. ro.as.o6 Page 10 of 10 ESTATE OF STEVEN C. TURNBAUGH, DECEASED NO. 2010-00588 List of Persons Given Notice of Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 The following persons were given Notice, a sample of which is attached, by certified U.S. Mail on February 2, 2012: Estate of Jane M. Turnbaugh Janet M. Ahrens, Administratrix 18 D'Shibe Terrace Vineland, NJ 08360 Citibank (South Dakota), N.A. Citi Mastercard c/o DCM Services/Citibank P. O. Box 1568 Minneapolis, MN 55440-1568 FIA Card Services, Successor to Bank of America, N.A. c/o West Asset Management, Inc. P. O. Box 956842 St. Louis, MO 63195 CLECKNER AND FEAREN ATTORNEYS AT LAW 119 LOCUST STREET P.O. BOX 11847 HARRISBURG, PENNSYLVANIA 17108-1847 TELEPHONE: (717) 238-1731 FAX: (717) 238-8481 DENN15 J. SHATTO ANN E. RHOADS VIA CERTIFIED MAIL - RETURN RECEIPT REQUESTED RE: Estate of Steven C. Turnbaugh No. 21-2010-00588 Cumberland County, Pennsylvania Dear Ladies and Gentlemen: RICHARD W. CLECKNER (1926 - 2004) ROBERT D. HANSON (1916 - 2006) RETIRED: WILLIAM FEAREN The First and Final Account of Janet M. Ahrens, Administratrix of the Estate of Steven C. Turnbaugh, Deceased, will be presented by the Clerk to the Orphans' Court Division for audit, confirmation and distribution at the Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania, 17013, at 9:00 a.m. on March 20, 2012. I enclose a copy of the First and Final Account and Petition and Proposed Schedule of Distribution. You will note that your claim will be paid in full. If you wish to object to the Account, you must file a written objection no later than the close of business on Tuesday, March 13, 2012. Otherwise, any objections will be deemed to have been waived. Please contact me if you need further information or have any questions regarding the Account. Very truly yours, CLECKNER AND FEAREN Ann E. Rhoads AER: jat~ Enclosures cc: Janet M. Ahrens, Administratrix (w/o encl.) v FIRST AND FINAL ACCOUNT OF JANET M. AHRENS, ADMINISTRATRIX For ESTATE OF STEVEN C. TURNBAUGH, Deceased, r.., ce.,~ LATE OF LEMOYNE BOROUGH , ~~ ..moo t'wJ ~ ~' C~ CUMBERLAND COUNTY , PENNSYLVANIA ~ ~-,~-~- rrr ~ ~ ~ ~~`~ ~ `;_' - - - _ `aVJ~ N , , T ~ r; __iJ ~7 NO. 2010-00588 ~-~~<~ -.-.~ `-- <- - _; r' ~ __ _w 4` Date of Death: December 12, 2008 Date of Administratrix's Appointment: July 6, 2010 Dates of Advertisement of the Grant of Letters: The Patriot News - July 30, August 6 and 13, 2010 Cumberland County Law Journal - July 30, August 6 and 13, 2010 Accounting for the Period: July 6, 2010, to December 31, 2011 Purpose of Account: Janet M. Ahrens, Administratrix, offers this Account to acquaint interested parties with the transactions that have occurred during her administration. This Account also indicates the proposed distribution of the Estate. It is important that the Account be carefully examined. Requests for additional information or objections can be discussed with: Ann E. Rhoads, Esquire Attorney ID #49631 CLECKNER AND FEAREN 119 Locust Street P. O. Box 11847 Harrisburg, PA 17108-1847 (717)238-1731 SUbIlKARY OF ACCOUNT Proposed Distribution to Beneficiaries: Principal Receipts Less Disbursements: Debts of Decedent $13,090.28 Funeral Expenses 2,236.00 Administration Expenses 2,786.44 Federal and State Taxes 42,411.17 Fees and Commissions 15,224.00 Net Loss on Sales Balance Before Distributions Distributions to Beneficiaries Principal Balance on Hand Adjustment to Principal Balance Adjusted Principal Balance Income Receipts $ 0.00 Less Disbursements - 0.00 Income Balance on Hand Combined Adjusted Balance on Hand RECEIPTS OF PRINCIPAL Assets Listed in Inventory (Valued as of Date of Death) Cash Cash on Hand $ 101.00 Miscellaneous Coins 2,232.00 PNC Bank Account #51-4006-5263 3,794.79 $92,689.40 $170,698.14 75,747.89 $ 94,950.25 - 2,260.85 $ 92,689.40 - 0.00 $ 92, 689.40 + 0.00 $ 92,689.40 + 0.00 $ 92,689.40 Fiduciary Acquisition Value - 1 - Stocks and Bonds One (1) $50.00 Series EE Savings Bond $ 41.42 350.406 shares GE Mutual Fund S&S Income Fund @ 10.28/share 3,602.17 Debts Owed to Decedent Claim against Estate of Jane M. Turnbaugh, Deceased, for post-death mortgage payments auto-debited from PNC Bank Account No. 51-4006-5263 (10 payments of $329.32 each, plus one of $135.74) $ 3,428.94 Tangible Personal Property 1998 Nissan Maxima automobile $ 1,500.00 TOTAL INVENTORY Assets Not Listed in Inventory (Valued as of Date of Receipt) Cash Proceeds MetLife Life Ins. Policy (GE Group Life Insurance Benefit) $ 38,972.29 GE Savings and Security Program Death Benefit Distribution 117,025.53 TOTAL RECEIPTS OF PRINCIPAL $ 6,127.79 $ 3, 643.59 3,428.94 1,500.00 $14,700.32 155,997.82 $170,698.14 - 2 - Gains and Losses on Sales Gain Loss 12/2010 GE Mutual Fund S & S Income Fund Redemption Net proceeds $4,270.26 Fiduciary Acquisition Value 3,602.17 03/2011 Sale of 1998 Nissan Net Proceeds $2,000.00 Fiduciary Acquisition Value 1,500.00 09/2011 Claim against Estate of Jane M. Turnbaugh, Deceased (Estate of Jane M. Turnbaugh is insolvent) Net Proceeds $ 0.00 Fiduciary Acquisition Value 3,428.94 $668.09 $500.00 53,428.94 $1,168.09 $3,428.94 NET LOSS $2,260.85 - 3 - DISBURSEb~NTS OF PRINCIPAL Debts of Decedent 12/30/08- 05/15/09 Auto-debits from PNC Checking Acct. 51-4006-5263 to make GMAC mortgage payments and bank service fees.* S 3,794.79 RESERVE Citibank (South Dakota, N.A.) Citi Mastercard Acct. xxx2834 8,624.77 RESERVE FIA Card Services, successor to Bank of America, N.A., Acct. #4313070999253880 670.72 Funeral Expenses Musselman Funeral Home & Cremation Services, Inc. $ 2,236.00 Administration Expenses Register of Wills $ 258.50 Enders Insurance - fiduciary bond and renewal 1,720.00 The Cumberland Law Journal - legal advertising 75.00 The Patriot News - legal advertising 158.03 PNC Bank - safe deposit box fee 45.00 $ 13,090.28 2,236.00 *Decedent was co-debtor on mortgage loan for residence titled in his name and that of his mother, Jane M. Turnbaugh, as joint- tenants-with-right-of-survivorship. Jane M. Turnbaugh was in a nursing home suffering from advanced dementia at the time of Decedent's death. - 4 - S Pa. Dept, of Transportation - title transfer PNC Bank - check printing fee Register of Wills - short certificates Register of Wills - filing fee/Notice of Claim Vital Records - birth cert. Register of Wills - filing fee/Inventory and Inheritance Tax Return U.S. Mail - certified mail postage RESERVE: First and Final Account filing fee RESERVE: Certified Mail for Notices of Account Federal and State Taxes Pa. Department of Revenue - 2008 income taxes Pa. Department of Revenue - 2010 fiduciary income taxes U.S. Treasury - 2008 income taxes U.S. Treasury - withheld at source for 2011 fiduciary income taxes Pa. Department of Revenue - inheritance tax 22.50 17.99 28.00 10.00 10.00 30.00 11.42 300.00 100.00 $ 2,041.00 5.00 4,222.70 22,181.50 2, 960.97 $ 2,786.44 - 5 - RESERVE U.S. Treasury 2011 fiduciary income taxes 10,000.00 RESERVE Pa. Department of Revenue - 2011 fiduciary income taxes 1,000.00 Fees and Commissions Marlin R. McCaleb, Esquire $ 350.00 Cleckner and Fearen - legal fees 7,137.00 Alan Ceperich, CPA - preparation of 2008 income tax returns 150.00 Alan Ceperich, CPA - preparation of 2010 fiduciary income tax returns 150.00 RESERVE Alan Ceperich, CPA - preparation of final income tax returns 300.00 Janet M. Ahrens - administratrix fee 7,137.00 TOTAL DISBURSEMENTS OF PRI NCIPAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES None. $ 42,411.17 $15,224.00 $75,747.89 - 6 - • • PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: July 30 August 6 and August 13 2010 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. ~--- Lisa aria Coyne, Edit SWORN TO AND SUBSCRIBED before me this 13 of August, 2010 Notary 1~ratnnsh, 8tevea C., deed. Late of Lemoyne Borough. Administratrix: Janet M. Ahrens, 19 D'Shibe Terrace, Vineland, NJ 08360. Attorneys: Ann E. Rhoada, Es- NOTARIAL SEAL quire, Cleclmer and Fearen, 119 Locust Street, P.O. Box 11847, DEBORAH A COLLINS Harrisburg, PA 17108-1847. Notary PubUC CARLISLE BOROUGH, CUMBERLAND COUNTY My Commission Expires Apr 28, 2014 The Patriot-News Co. ~ , 2020 Technology Pkwy `Suite 300 ' Mechanicsburg, PA 17050 Inquiries - 717-255-8213 CLECKNER AND FEAREN ATTN: ANN E. RHOADS 119 LOCUST STREET P.O. BOX 11847 HARRISBURG PA 17108 c2~lt~lahiotNews Now you know THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Act No. 587, Approved May 16, 1929 Commonwealth of Pennsylvania, County of Dauphin} ss Holly Blain, being duly sworn according to law, deposes and says: That she is a Staff Accountant of The Patriot News Co., a corporation organized and existing under the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Street, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and The Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday/ Metro editions which appeared on the date(s) indicated below. That neither she nor said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That she has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317. PUBLICATION COPY This ad # 0002082249 ran on the dates shown below: Sworn to . ~~~1~ before Notary Public July 30, 2010 August 06, 2010 August 13, 2010 day of August, 2010 A.D. COIHMOIVyy NLTr~ 0~ pEN~wYIVgNpq Sherrie L araKal Seal Lower Pa IC1Sner' ~~rY Public My ~mml~nT"~'' ~auphln County Memhr,r, p"'Pnsvivanl~gs~caton 6, 2011 of Notar(es COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE BUREAU OF PROGRAM INTEGRITY DIVISION OF THIRD PARTY LIABILITY ESTATE RECOVERY PROGRAM PO BOX 8486 HARRISBURG, PA 17105-8486 August 24, 2010 CLECKNER AND FEAREN ANN E RHODES ESQUIRE PO BOX 11847 HARRISBURG PA 17108-1847 Re: Steven Turnbaugh SSN: ###-##-1947 Dear Attorney Rhodes: Pursuant to your letter dated July 15, 2010, the Department of Public Welfare (DPW), Estate Recovery Program, has reviewed the information you provided regarding the above-referenced individual. It has been determined that this individual did not receive any type of assistance during the questioned period. Therefore, according to the information you provided, the Department's Estate Recovery Program will not seek any recovery from this estate. If your client applied for Medical Assistance and had an application and/or hearing pending at the time of death, please advise us and provide any additional information that may affect a recovery by our Department. If you have any questions, please feel free to contact me. Sincerely, Vince A. Porter rtecovery Section Manager (?17)772-6604 ------------------------------------------------------------------------------------------- REV-1548 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS , • DATE: 04-25-2011 ESTATE OF:TURNBAUGH STEVEN C DATE OF DEATH:12-12-2008 COUNTY:CUMBERLAND FILE NO.: 21 10-0588 S.S/D.C. NO.: 178-38-1947 NOTE: TO ENSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: 915 HUMMEL AVE ACCOUNT NO.: LEMOYNE TYPE OF ACCOUNT: C )SAVINGS ( ) CHECKING C )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 06-13-1997 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 121,991.00 X 0.500 60,995.50 - .00 60,995.50 Y .045 2,744.80 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID INTEREST IS CHARGED THROUGH 05-03-2011 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM ACN: 11001808 ~~5~ ~ ~ ~ 'v ~` i ~ ' ~, ~ ° ~ TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE 2,744.80 INTEREST AND PEN. 179.25 TOTAL DUE 2,924.05 * IF PAID AFTER THIS DATE, SEE REVERSE 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. REV-1548 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DCDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS ,. ~ DATE: 04-25-2011' ESTATE OF:TURNBAUGH STEVEN C DATE OF DEATH:12-12-2008 COUNTY:CUMBERLAND FILE NO.: 21 10-0588 S.S/D.C. NO.: 178-38-1947 ACN: 11001809 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: UNITED STATES TREASURY ACCOUNT NO.: E8~EESERIES TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST C )TIME CERTIFICATE DATE ESTABLISHED 04-01-1957 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAY f DCTTTC. 462.11 NOTE: X 0.500 231.06 - .00 231.06 Y .045 10.40 TO ENSURE PROPER CREDIT TD YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID INTEREST IS CHARGED THROUGH 05-03-2011 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE 10.40 INTEREST AND PEN. .68 TOTAL DUE 11.08 * IF PAID AFTER THIS DATE, SEE REVERSE 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. s CL~CKI~ER AND FEAREN ATTORNEYS AT LAW 119 LOCUST STREET P.O. BOX 11847 PENNSYLVANIA 17108-1847 HARRISBURG , RICHARD W. CLECKNER TELEPHONE: {717) 238-1731 (1926 - 2004) FAX: (717) 238-8481 ROBERT D. HANSON DENNIS J. SHATTO (1996 - 2006) ANN E. RHOADS RETIRED: WILLIAM FEAREN July 8, 2011 Office of the Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 RE: Estate of Steven C. Turnbaugh File No. 2110-0588 Dear Ladies and Gentlemen: I enclose the following: 1. Notice of Inheritance Tax Assessment in the amount of $2,924.05, dated April 25, 2011; 2. Notice of Inheritance Tax Assessment in the amount of $11.08, dated April 25, 2011; and 3. Check No. 108, payable to "Register of Wills, Agent," in the amount of $2,935.13. Please send a receipt in the self-addressed, stamped envelope provided. Thank you. Very truly yours, CLECKNER AND FEAREN Ann E. Rhoads AER:jat Enclosures cc: Janet M. Ahrens, Administratrix (w/o encl.) pe~nnsy~lvania . r;; cBUREAU~OF INDIVIDUAL TAXES ~ NOT1'CE OF INHERITANCE TAX DEPARTMENT OF REVENUE ~` INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE PO BOX 280601 DF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 F>C AFP C12-10) HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS JANE M TURNBAUGH CO CLECKNER >~ FEAREN PO BOX 11847 HARRISBURG PA 17108-1847 DATE 04-25-2011 ESTATE OF TURNBAUGH STEVEN C DATE OF DEATH 12-12-2D08 FILE NUMBER 21 10-0588 COUNTY CUMBERLAND SSN/DC 178-38-1947 ACN 11001808 APPEAL BY DATE:06-24-2011 (See reverse side under Objections) Amount Remitted ~~ C~a~~~~--, MAKE CHECK PAYABLE AND REMIT PAYMENT TD: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ~~ RETAIN LOWER PORTION FOR YOUR RECORDS ~~ BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX Pennsylvania DEPARTME ;'~~_ "' r ~~'~ INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE NT OF REVENUE PD Box 2BOSO1 HARRISBURG PA 17128-0601 DF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1546 EX AFP clz-l8) JOINTLY HELD OR TRUST ASSETS JANE M TURNBAUGH CO CLECKNER & FEAREN PO BOX 11847 HARRISBURG PA 17108-1847 DATE 04-25-2011 ESTATE OF TURNBAUGH STEVEN C DATE OF DEATH 12-12-2008 FILE NUMBER 21 10-0588 COUNTY CUMBERLAND SSN/DC 178-38-1947 ACN 11001809 APPEAL BY DATE:06-24-2011 (See reverse side under Objections) Amount Remitted ~, ~~ ~I MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CuT ALONG THTS LINE ~ RETAIN LOWER PORTION FDR YOUR RECORDS F~ EST OF STEVEN C TURNBAUGH DECD JANET M AHRENS ADMSTRX 10$ PO BOX 11847 HARRISBURG, PA 171A8-1847 ~ y~,~^~ \ ' ^ fio-t2~3/3t3 ~ ~ V`-" 006 ~T~-~ r ~, Pay to the ~ v\ W ~ `~ Order of- Q ~ ~ + P ~..~- ~-f ~ Date t'~ I d~ ~ r: ~ [- ~7 P ~ '7 `~' ~ ~W ~ 11-~a~ Szs.~- ~ +~+~a. ~~j~ t I 3 I JJ ~ ~ PNCBANK ~`~ ~ 'P7ollars 8 s~~~ ~"~" PNC Bank, N.A. 040 Central PA ~ -?~~~\L~-OcJ~ F x:03 13 ~ 2738: 51 X35360 L511' ' Herl tl C 108 an larke ... CLE~KNE~R AND FEAREN ATTORNEYS AT LAW 119 LOCUST STREET P.O. BOX 11847 HARRISBURG, PENNSYLVANIA 17108-1847 TELEPHONE: (717) 238-1731 DENNIS J. SHATTO FAX: (717) 238-8481 ANN E. RHOADS September 1, 2011 RICHARD W. CLECKNER (1926 - 2004) ROBERT D. HANSON (1916 - 2006) RETIRED: WILLIAM FEAREN Office of the Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 RE: Estate of Steven C. Turnbaugh File No. 21-10-0588 Dear Ladies and Gentlemen: I enclose the top portion of a Statement of Account dated 08- 08-2011 and our check in the amount of $14.86 in payment of the balance of the Inheritance Tax assessed in the above-referenced estate. Thank you. Very truly yours, CLECKNER AND FEAREN Ann E. Rhoads AER:jat Enclosures cc: Janet M. Ahrens, Administratrix (w/o encl.) w , _ _ __--~ ~ _ ~ - + no~~ z~ Z .~'veomzi ---II O 7 m mx~a ,b ~ ~ ~ -i D p n L cAio?o o '" ~ i i ~ ~ Z >~-i ~ ~ ~, ~ ~ o r X R7 i7 C7 ~ r-, `- ' L ~ (7 ONO C < ~ C r-J ~ ~ ~-' Z ~ i-.. 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R 1 2 i '~ i t , ~ ~ ~ D 3 C 1 ; r N a ~ ~ ~~^b features D ~ ~ i _ . etails on bads. ~ COMMONWEALTH DF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601+ HA1!{RISBU RG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 014783 RHOADS ANN ELIZABETH ESQUIRE CLECKNER & FEAREN 119 LOCUST ST PO BOX 11847 HARRISBURG, PA 1 71 08-1 847 ,old ESTATE INFORMATION: ssN: ~7a-3a-1s4~ FILE NUMBER: 2110-0588 DECEDENT NAME: TURNBAUGH STEVEN C DATE OF PAYMENT: 0$/01 /201 1 POSTMARK DATE: 07/29/201 1 couNTY: CUMBERLAND DATE OF DEATH: 1 2f 12j2008 REMARKS: CHECK# 12630 SEAL ACN ASSESSMENT AMOUNT CONTROL NUMBER 11001808 ~ $10.98 TOTAL AMOUNT PAID: REV-1162 EX~11-96) r ~ $10.98 INITIALS: CJ RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS TAXPAYER