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Home My WebLink About04-0844 PETITION FOR PROBATE and GRANT OtF_LcETT]ERS Estate of Dorothy E. McNatt No. ~/- 0~ ~qq also known as To: ' Register of Wills for the 1, Deceased. County of c,.-h~,rl ~nd in the Social Security No. 99-03-8033 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 or named in the last will of thc above decedent, dated Se~ter~ber '22. 1997 ,19 and codicil(s) dated (state relevant ciro~mst~ances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in C.mherl ~nd County, Pennsyl'vania, with h er last family or principal residence at 4 Red. Oak Drive Boilin~ S~rings. PA (li~t street, number and muncipality) Decendent, then 84 years of age, died August 28, 2004 ,19 Except a~ fo!lows, decedent did not marry, was not divorced and did not have a child born or adopte~ after execution efthe 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: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters Cestamentavy theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } COUNTY OF C.ocv~c~c'~.o~,x& 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 ~nd truly administer 1~: estate according to law. Estate of Dorothy E. McNatt , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~. the rcvcrsc side hcrcof, satisfactory proof having been presented bcforc me, IT IS DECREED that the iastrumcnt(s) dated C~..~',/~.. ic~ -/ dcscribcd thcrcin bc admi~/g~to probate and filed of record as thc last will of and Letters ~_ I ~ .;~OOq 1~ , in consideration of the petition on FEES Probate, Letters, Etc .......... Short Certificates( ) .......... Renunciation ................ $ ,,~ OO TOTAL $ ~-/, DO Filed ..... .~..~./.~** .~..O.~ ................. ATTORNEY (Sup. Ct. I.D. No.) Hubert X. Gilroy, 29943 ADDR 4 North HanoverE~treet Carlisle, P~17013 PHONE 717-243-4574 his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee tbr this certificate, $2.00 P 10589981 No. Local Registrar COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORCS CERTIFICATE OF DEATH AU$ 3 0 200 Doro~y E o ~Natt 4 Red Oak Drive Boiling Springs, PA 17007 Carlisle O~n ~o~e ~ ~[ James D. McNatt, Jr. ional M~cal Center ""~".'~',"""..",,~. White Aug. 31, 2004 York, PA 17404 Funeral Home I, Dorothy E. McNatt, of 4 Red Oak ' · · a d .... ~ ~, nsf .... Aa, aecla thi~ ~ ~ g p n~s, n .... ~e any will previously made by rmee. = ~o me my last wlll ITEM ONE: I direct that all my debts and funeral expenses, including my gravemarker shall be paid from my residuary estate as the administration of my estate. ITEM TWO: I direct that the list of personal belongings which is attached to this Will be distributed in accordance with the names as assigned to each item of personal property~ ITEM THREE: I direct that the rest, residue and remainder of my estate be distributed equally between my three children, James D. alike per stirpes. ITEM FOUR: I appoint James D. McNatt as the Executor of my estate. ~TEM FIVE: Ail estate· inheritance, succession and other taxes, P all property comprising my gross this will, shall be paid out of the principal of my residuary estate, without apportionment or right of reimbursement. ITEM SIX: I direct that my person representative or guardian shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ITEM SEVEN: In addition to the rights and powers given to the fiduciariesbylaw or elsewhere in this will, I give to my Executor during the full time necessary and for the administration of my estate the following rights and powers to be exercised in his sole discretion. A. To retain any real or personal property which may at any time form a part of my estate so long as he or she deems it advisable. B. To invest in any real or personal property without restrictions to legal investments. C. to repair, alter, improve or lease for any period of time any real or personal property and to give options for leases. D. To sell at public or private sale, for cash or credit, with or without security, to exchange or to partition real or personal property, and to give options for leases. E. To make distribution in kind. F. To Compromise claims. IN WITNESS WHEREOF, · 1997. orothy E./M~Natt ~-- PAGE ONE OF TWO PAGES (~ PETITION FOR PROBATE and GRANT OF LETT]ERS Estate of Dorothy E. Mc Natt No. ~/- 0~..~qq also known as To: Register of Wills for thc Social Security No. 199-03-803J Deceased. County of ~ in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/arc 18 years of age or older an the cxecut or named in the last will of the above decedent, dated Seote~ber '22. 1997 ,19. and codicil(s) dated (state relevant cirolms~ances, c,g. renunciation, death of executor, etc.) Decendent was domiciled at death in C11rnher'l ~'d County, Pennsylvania, with h er last family or principal residence at 4 Red Oak Drive Boilin~ Sorin~s, PA 0ist street, number and muncipality) Decendent, then, , ~6 years of age, died August 28 ~ 2004 ,19 ExCept aS follows, decedent did not marry, was not divorced and did not have a child born or adopted .after execution et' the will offered for probate; was not the victim of a killing and was never adjudicated mcompetent: 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 testamentary theron. (testamentary: administration c.t.a.; adrainistration d.b.n.c.t.a.) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ COUNTY OF Gox'w-doe.~-~.a..~& 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 ond truly administer/he estate according to law. I, r :'/T- -' 't;- .- ~ "r \~/ ~ Estflte of Dorothy E. McNatt , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW the reverse side hereof, satisfactory proof having b.e~n presented before me, IT IS DECREED that the instrument(s) dated described therein be adm//J~to probate and filed of record as the last will of and Letters are hereby grained to -_'~0,~'~ · ~,, ~j~ ~C.~'~af~. ('--~. I ~ '~'~ l~, , in consideration of the petition on FEES Probate, Letters, Etc .......... $ I~, ~ Short Certificates( ) .......... $ ~.ClC~ Renunciation ................ $ ,.~ OO TOTAL $ ~-/, O0 Piled ..... 9:. !~.: .o.~ ................. A'I'FORNEY ~up. ~. I.D. No.) Hubert X. Gilroy, 29943 ADDR 4 North HanoverE~treet Carlisle, P~17013 PHONE 717-243-4574 his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as I.ocal Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 10589981 No. COMMONWEALTH OF PENNSYLVANIA · OEPARTMENT OF HEALTH * VITAL RECORDS CERTIFICATE OF DEATH Local Registrar AU$ 3 0 200 James D. McNatt Jr. Aug. 31, 2004 Cremation Service York, PA 17404 Hoffma~-Roth Funeral Home r'Jo,> 7 I, Dorothy E. McNatt, of 4 Red Oak Drive, Boiling Springs, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM ONE: I direct that all my debts and funeral expenses, including my gravemarker shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ITEM TWO: I direct that the list of personal belongings which is attached to this Will be distributed in accordance with the names as assigned to each item of personal property, ITEM THR~E: I direct that the rest, residue and remainder of my estate be distributed equally between my three children, James D. McNatt, Janice E. Kennedy, and Linda L. Holcomb, share and share alike per stirpes. ITEM FOUR: I appoint James D. McNatt as the Executor of my estate. ITEM FIVE: Ail estate, inheritance, succession and other taxes, imposed or payable by reason of my death, and interest and penalties thereon, with respect to all property comprising my gross estate for tax purposes, whether or not such propertv passes under this will, shall be paid out of the principal o~my residuary estate, without apportionment or right of reimbursement. ITEM SIX: I direct that my person representative or guardian shall not be required to give bond for the faithful perfo~-mance of their duties in any jurisdiction. ITEM SEVEN: In addition to the rights and powers given to the fiduciaries bylaw or elsewhere in this will, I give to my Executor during the full time necessary and for the administration of my estate the following rights and powers to be exercised in his sole discretion. A. To retain any real or personal property which may at any time form a part of my estate so long as he or she deems it advisable. B. To invest in any real or personal property without restrictions to legal investments. C. to repair, alter, improve or lease for any period of time any real or personal property and to give options for leases. D. To sell at public or private sale, for cash or credit, with or without security, to exchange or to partition real or personal property, and to give options for leases. E. To make distribution in kind. F. To compromise claims. IN~TNESS WHE~OF, I have hereunto set my ha~'~d this ~% ~ day of · 1997. ~ororny E./McN&tt ' PAGE ONE OF TWO PAGES The preceding instrument, consisting of this and one other typewritten pages each identified by the signature of the Testatrix was on the day and date thereof signed, published and declared by the Testatrix therein named as and for her last will, in the presence of us, who at her request, in her presence and in the presence of each other have subscribed our names. COMMONWEALTH OF PENNSYLVANIA : COUNTY OF CUMBERLAND : witnesses w~oso namesTare sig~edd to the attached or foregoing instrument being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her last will; that she signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge, the Testatrix was at the time i8 or more years of age, of sound mind and under no constraint or undue influence. Sworn and subscribed to before me this c~'~£{ day ~N~f~y Public ~ ' J COMMONWEtLLTH OF PENNSYLVANIA : ss COUNTY OF CUMBERLAND : I, Dorothy E. McNatt, whose name is signed to the attached instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my last will; that I signed it as my free and v61untary act for the purposes therein expressed. Doroth~ S~n~ and affirmed to and acknowledged before me this c~C~day of ~6tary Pub~i6 PAGE TWO OF TWO PAGES Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 12/06/2004 GILROY HUBERT X 4 N }{kNOVER STREET CA~RLISLE, PA 17013 RE: Estate of MCNATT DOROTHY E File Number: 2004-00844 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 12/25/2004 Your prompt attention to this matter will be appreciated. Thank You. cc: File Personal Judge Representative(s) Sincerely, GLENDA Clerk of the Orphans' Court Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 12/06/2004 MCNATT JAMES D JR 4 RED OAK DRIVE BOILING SPRINGS, PA 17007 RE: Estate of MCNATT DOROTHY E File Nuraber: 2004-00844 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 12/25/2004 Your prompt attention to this matter will be appreciated. Thank You. cc: File Counsel Judge GLENDA FARNER STP, ASBAUGH Clerk of the Orphans' Court t CERTIFCATION OF NOTICE UNDER RULE 5.6(A) Name of Decedent: Dorothy E. McNatt Date of Death: August 28, 2004 Will No.: ?nn/,-nna~,$. Admin No.: 91-n~.-naz,4 To the Register: I certify that notice of(beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the ~bllowing beneficiaries of the above-captioned estate on : James D McNatt Linda Ho lcomb Address 4 Red Oak Drive Boil±rig Springs, PA 17007 20 S. Washington St. Denver, CO 80209 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: ~.~7 ~[~ SignaturY Hubert X. g"I1]-ny: E~qu~r~ Name 4 North Hanover Street'Carlisle, PA 17013 Address (717~ 24~-4574 Telephone Capacity: [] Personal Representative [] Counsel for personal representative i N0O S,k /Md 0 IN RE: ESTATE DOROTHY E. MCNATT: IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS COURT DIVISION : : No. 2004-00844 : PA No. 21-04-0844 NOTICE OF ESTATE INFORMATION IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROMT HIS ESTATE OR OTHERWISE. Whether or not you will receive any money or property will be determined wholly or partly by the desedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA. TO: James D. McNatt Janice E. Kennedy Linda L. Holcomb Please take notice of the death of decedent and the grant of letter to the personal representatives named below. The decedent, Dorothy E. McNatt, Died on August 28, 2004, at Cumberland County, Pennsylvania. The decedent died testate, and a copy of her will is attached. The personal representative of the Decedent is James D. McNatt of 4 Red Oak Drive, Boiling Springs, PA 17007, (717) 574-3291. 1 N03 $,hYHd O A copy of the Will is atta~j.~TO 01 L I 3_ 0 The Will has been f'ded with the Office of Register of Wills of Cumberland County Court House, One Courth0J, Isg~ .up. ~e~ C~r,~le, Pennsylvania 17013, (717) 240-6345. l~bert~,/Gilroy, Esquire Cumberland County - Register Of Wills One Courthouse Square Carlisle! PA 17013 Phone: (717) 240-6345 Date: 7/05/2006 MCNATT JAMES D JR 4 RED OAK DRIVE BOILING SPRINGS, PA 17007 RE: Estate of MCNATT DOROTHY E File Number: 2004-00844 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death! shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing lS due by: 8/28/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report! please disregard this notice. Sincerely, { .,PtJ-t'~. ' ,;1'/,;- {.I'. ... . ' ~.. ~. '<<"""~ , '-" Glenda Farrrer Str&sbaugh Clerk of the Orphans' Court cc: File Counsel ~ cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/05/2006 GILROY HUBERT XAVIER 4 NORTH HANOVER STREET CARLISLE, PA 17013 RE: Estate of MCNATT DOROTHY E File Number: 2004-00844 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing is due by: 8/28/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, 1. t~/} /~~ /' .' Glenda Farner Strasbaugh Clerk of the Orphans I Court cc: File Personal Representative(s) \> . , Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Dorothy E. McNatt Date of Death: August 28, 2004 Estate No.: 21-04-0844 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 0 No lil 2. If the answer is No, state when the personal;-epresentative,.;easonably believes that the administration will be complete: ~ AGk..cW_> 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be . attached to tlris report. ~ Date:~ Si~ture Hubert X. Gilroy, Esquire Name 4 N. Hanover Street Carlisle, FA 17013 Address (717) 243-4574 Telephone No. Capacity: 0 Personal Representative @ Counsel for personal representative c Regigtel' of Wills of Cumberland COWlty Name of Decedent: STATUS REPORT UNDER RULE 6.12 D0(1)~~ '1 '6 \1-~ ( ~()c Y r t:. N\ ( I'l Q(\ "\ Date of Death: Estate No.: L...-I. U'-'\.... ()~yLf Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the acL.T..Llistration of the above-captioned estate: 1. Stateuther administration of the estate is complete: Yes J2SJ. No 0 .L. If the answer is :No, state ~!.'hen 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 t~ersonal representa~ve file a fm~l. a.cco~unt ~th the Court? Yes ~ No 0 I~e.. Q~ trt ~ ,,'\J/;'s) l iJ"::Jw tv~ /)-r b. The separate Orphans' Court No. (if any) for the personal representative's account is: Date: c. Did the perso~al representative state an account informally to the parties in interest? Y es ~ No 0 c. Copies of receipts, releases, joinders and approval offonnal or informal accounts may be filed with the Clerk of the Orphans' Court and may be \ . attached to this report. "\' . f': !Jl- ~ \C\ ~ 00 ~~$ W)~ ( IY'L~'J SignaL e ) -- S /)vv) C'J D (l,l CtJ.1-\ f Jr( Name It QQ.0 Or:tIC O:\~~ Address G,,>.llh) ')r'--,~\)5J fry 170'l!] (,1 \ 1") (,'1 ':J - ~ }. I ( I Telephone No. Capacity: G"Personal Representative o Counsel for personal representative r-r'T\J{ZN~1 \"J~J hR-t-Jld 'R.5 (( MIL wf\S ~ \---1 J~-\- .x G, \ K 01 L.-j N,)fT(+ ItV)v"IoJel- S-I-. C t'rd. J l Q. P f~ 1 {v 13 tr. \ ( (117) 2 'i 3- 'i ')-7 Y ~rr llAllRJSBUltG DISTRICT OFFICE ,~~~~ HARRISBURG, PA 17128-0101 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE REV -872 AFP (04-05) JAMES D MCNATT 4 RED OAK DR BOILING SPGS, PA 17007 DATE: Estate of: MCNATT 7/3/2006 DOROTHY E Date of Death: File Number: 8/28/2004 21 04-0844 Dear JAMES D MCNATT: This is to advise you that the above estate is in a delinquent status. According to Department records, as of this date, the estate still is not settled. The Inheritance and Estate Tax Act mandates the filing of a tax return and payment of all outstanding liabilities by a personal representative of the estate or a transferee within nine months of the decedent's death. The Department's records show that this estate remains open because: AN INHERITANCE TAX RETURN HAS NOT BEEN FILED. The law also provides that any person who willfully fails to file a return required under the provisions of this Act shall be personally liable for a penalty of twenty-five percent of the tax detemained to be due or$1 ,000, whichever is less. This penalty is in addition to any other liabilites imposed by the Act. If this estate was opened for the purpose of filing a lawsuit, please provide this office in writing with the term and docket number of the lawsuit so that the Department may postpone any furthelr action. -~_..._------._---_.. -.,-"""-- -~... Accordingly, you are directed to file a return and pay all tax due including interest within thirty days from the date of this letter. If you fail to comply with this directive, your case will be referred for local enforcement and may result in the filing of a citation by this Department with the Orphans' Court Division of the Court of Common Pleas, requiring you to appear in court to show cause for your failure to comply with the law. fu order to protect the Commonwealth's interest, the Department of Revenue may also file a lien in Cumber land County. RETURNS SHOULD BE FILED AND CHECKS MADIC PAYABLE TO: REGISTER OF WILLS. AGENT Sincerely. Joseph Romanei1i Any questions regarding this estate, CONTACT: HARRISBURG DISTRICT OFFICE STRAWBERRY SQ 4TH & WALNUT STS H6RRTC::UIIOt" na ,-~-- -- (717)787-9869 cc: Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/05/2006 MC1~TT JAMES D JR 4 :RED OAK DRIVE BOILING SPRINGS, PA 17007 RE: Estate of MCNATT DOROTHY E File Number: 2004-00844 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed da t: e . 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 I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 8/28/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~j~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel REV-1500 EX + (6-00) '* COMMONWEALTH OF PENNSYL VANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 2 -04 0 8 4 4 COuNTYGOof'" ---vEA~ - - N'UMiiER- - DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I- Z W C W o W C McNatt Doroth E. DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) 1 99- - 0 - 3 8 0 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 08/28/2004 11/01/1919 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER W I- :ol:SII) ull:::ol: W Q.u ]:00 " 11::....1 ..., Q.1lI Q. <( [Xl 1. Original Return D 4. Limited Estate D 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copy ofTrust) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) D 3. Remainder Return (date of death prior to 12-13-82) D 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) I- Z W C Z o Q. II) W II:: II:: o U THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE ANOCONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Hubert X. Gilro Es uire 4 N. Hanover Street FIRM NAME (If Applicable) Brou'os & Gilro P.C. TELEPHONE NUMBER 717 243-4574 Carlisle ~ c.~ 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) z o i= <C ..J ::) l- ii: <C o w 0:: (1) (2) (3) (4) (5) cBfFICIAnSE ONt'( ~:-::) '0.--: ('0 r-;' r ,] ,'.;-.; \.0 :.) c.J --'?~ . C-2 ,/ v it=;-; .,.,\:~_~~i J' C) r-Ci ~~" ~-..~ B \" ::'"4 .. C..-'J -:J <...:l :;;. ('0 4,882.15 (6) (7) (8) 4,882.15 (9) 4,771.88 999.78 (10) (11) (12) (13) 5,771.66 -889.51 14. Net Value Subjectto Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o i= <C I- ::) D.. ::i o o >< <C I- 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 19. Tax Due (14) -889.51 X _(15) X _(16) X .12 (17) X .15 (18) (19) -0- 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 0v D d , C Add ece ents omplete ress: STREET ADDRESS 4 Red Oak Drive . CITY I STATE I ZIP Boiling Springs PA17007 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Tota/lnterest/Penalty ( D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 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 -0- -0- 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; ................ ...... ..................................................... 0 [Z] b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 [Z] c. retain a reversionary interest; or ...................................................................................................... 0 [Z] d. receive the promise for life of either payments, benefits or care? ............................................................. 0 [Z] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................. 0 [Z] 3. Did decedent own an 'in trust for" or payable upon death bank account or security at his or her death? ................. 0 [Z] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ......... ...................................................................... ........................ 0 [Z] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ADDRESS DATE 1,0 0 ~ PA (J ADDRESS PA 17013 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (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. 99116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. "":'~M" *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF McNatt. Dorothy E. FILE NUMBER 21 04 0844 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Wachovia Account #1000508289487 1,340.29 2. Wachovia Account #3082919726092 415.21 3. 1994 Mercury Sable Automobile 2,515.00 4. Refund from Met Life Insurance 120.10 5. Refund from Nationwide Auto Insurance 480.05 6. Refund from Met Life Insurance 11.50 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 4882.15 REV; 1511EX + (1-97) '*' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF McNatt Dorothy E. FILE NUMBER 21 04 0844 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Loyal Bible Class - memorial serivce food 150.00 2. Trinity Reformed United Church of Christ - memorial service and grave burial service 750.00 3. Hoffman-Roth Funeral Home - cremation and burial/funeral service 2,905.88 4. Phoenixville Memorial Works - deposit on lettering for grave stone 72.00 5. Phoenixville Memorial Works - final payment for grave stone lettering 72.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attomey Fees Hubert X. Gilroy, Esquire 750.00 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountanfs Fees 6. Tax Return Preparer's Fees 7. Filing Fee - Inheritance Tax Return 15.00 8. Filing Fee - Family Settlement Agreement 20.00 9_ Filing Fee - Probate Will 37.00 TOTAL (Also enter on line 9, Recapitulation) $ 4 771.88 . . (If more space IS needed, Insert additional sheets of the same size) .~""".,," . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF McNatt. Dorothv E. FILE NUMBER 21 04 0844 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. Verizon Wireless - final cell phone bill 10.93 2. Sears Roebuck and Company - final outstanding credit card bill 24.96 3. Discover Financial Services - final outstanding credit card bill 369.00 4. Sprint - oustanding phone bill 27.11 5. West Shore EMS - ambulance bill not covered by insurance 543.18 6. Sprint - final telephone bill 12.95 7. Andorra Radiology Associates - medical bill not covered by insurance 11.65 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 999.78 ~,,,,".,,~ '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES . .. I )nrnthv E. ESTATE OF NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. James D. McNatt 4 Red Oak Drive Boiling Springs, PA 17007 Janice E. Kennedy 4225 Anita Drive Collegeville, PA 19425 Linda Holcomb 20 South Washington Street Denver, CO 80209 2. 3. FILE NUMBER ?1 04 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Son Daughter Daughter nR44 AMOUNT OR SHARE OF ESTATE 1/3 1/3 1/3 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE " - '-N,OnCE OF INHERITANCE TAX AP-F>RAiSEH~N:,'rTrA;1:1..0WANCE OR DISALLOWANCE ~F DEDUCT-IONS'-AND ASSESSMENT OF TAX * REV-1547 EX AFP (06-05) DATE 03-19-2007 f l: 32ESTATE OF MCNATT DOROTHY E DATE OF DEATH 08-28-2004 FILE NUMBER 21 04-0844 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 05-18-2007 ( See reverse side under Objections) Amount Remittedl I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MCNATT DOROTHY E FILE NO. 21 04-0844 ACN 101 DATE 03-19-2007 1 i7 rn ~ ~,r '-1 J 16 HUBERT X GILROY ESQ BROUJOS & GILROY 4 N HANOVER ST CARLISLE PA 17013 TAX RETURN WAS: (X) ACCEPTED AS FILED ( CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. 4. 5. 6. 7. 8. Closely Held Stock/Partnership Interest (Schedule C) Mortgages/Notes Receivable (Schedule D) Cash/Bank Deposits/Misc. Personal Property (Schedule E) Jointly Owned Property (Schedule F) Transfers (Schedule G) (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 4,882.15 .00 .00 (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. Total Assets 4,882.15 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) UO) 4,771.88 999.78 (11 ) (2) (3) (4) 1i.771.66 889.51- .00 889.51- NOTE: If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of !bb. returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate US) .00 X 00 .00 16. Amount of Line 14 taxable at Lineal/Class A rate (6) .00 X 045 = .00 17. Amount of Line 14 at Sibling rate (7) .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00 19. Principal Tax Due (9)= .00 TAX CR!;:DITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. J IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE , A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)