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Home My WebLink About03-0932PETITION FOR PROBATE and GRANT OF LETTERS Estateof WINNIFRED K. FERREE also known as ff.//,,'//',c,~l> /~. /~e,e£a. 1' 7,,~ -0/-- .~'~ ,.x~t~ Deceased. Social Security No. No. To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner is(are) 18 years of age or .older and the Executrix named in the last will of the above decedent, dated April 6, 1998 and codicil(s) dated none. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 1 Longsdorf Way, Carlisle, South Middleton Township. Decedent, then 87 years of age, died November 5, 2003, at Carlisle Regional Medical Center, Carlisle, Pennsylvania, 17013. Except as follows, decedent did not marry, was not divorced and did not have a child bom or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent 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: None $ unestimated $ WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary thereon. Lisa Weary 399 North Walnut Street Mt. Holly Springs, PA 17065 (717) 486-3452 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner and that as personal representative of the above decedent, petitioner will well and truly administer the estate according to law. Sworn to or affirmed anfil subscribed before me this 10 T~ day of ¥c-'mBE-'a. _, z 3. , . --.,fiegil}er Lisa Weary Estate of Winnifred K. Ferree, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, 0 ~/. [ 0 ~ 0 c, ~ , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated April 6, 199~8, des,cribed t_herein be admitted to probate and . . filed of record as the last will ofWinnifred K. Ferree and Letters Testamentary are hereby granted to L~sa Weary. Will Book # Page FEES prObate, Letters, Etc. Short Certificates({o) Edward L. Schorpp (17495) ATTORNEY (Sup. Ct. I.D. No.) MARTSON DEARDORFF WII, LIAMS & OTTO 10 East High Street Carlisle, PA 17013 (717) 243-3341 F:\FILES~DATAFILE\ESTATES\11038-1 petition Itr 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 for this certificate, $2.00 ~ ~ ~ Local Registrar F 9750208 NOV 7 2003 No. '~ D~te h'~0$.t~.l R~,. zm? COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS ~r 15 c0pie, s CERTIFICATE OF DEATH Wi~i~red K. Ferr~ ~.Fema~e '. 173 *~" I ~"~ I ~"'~ I o~0,~, ~ ........... O1 --5628 '.Nov. 5,2003 carLrs~e, PA 17013 I~ · - ,~ I~'~) Cumbo*~- ~ ,, . I ~o~ ~. ~'~ ~s~*~ o*T ........ J~.399 N. Watnut St. ~t. Ho~t S ~n s PA 17065 ~ ~)l~lZUU~ M~ Ho~ S r<n s cgm. ' ~ / ' ~ ....... ~,. ~ l,~---,~ .. ~~~ ~ ~:.. I . ~ / / .- J I ~ I~ ~ ~,- a I I I I ~ ~ a ~ I ~ O ~ ~ I~ a ~ ...... ~ ~. Im ~. J~. J~ ~ I,~ I, I~mw~::~ .................. ~. ~-.~.~ LAST WILL AND TESTAMENT OF WINNIFRED K. FERREE I, Winnifred K. Ferree, a legal resident of South Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST: I direct that all my just debts and funeral expenses, including my grave marker, shall be paid from the assets of my estate as soon as practicable after my decease. SECOND: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. THIRD: I devise and bequeath the sum of One Thousand and no/100 ($1,000.00) to each of the following persons: A. Roxanne Lange of 20 Mt. Rock Road, Newville, Pennsylvania 17241; Bo Duane Duerr of 1086 Bendersville, Wenkersville Road, Aspers, Pennsylvania 17304; C. Eric Duerr of 657 Mohawk Avenue, Norwood, Pennsylvania 19074; Dawn Rutkowski of 10570 West Sharp Road, R. D. #4, Waterford, Pennsylvania 16441; mo Robert L. Ferree of Box 407, Old State Road, Gardners, Pennsylvania 17324; and F. Barry Grove of 629 Hamilton Street, Carlisle, Pennsylvania 17013. FOURTH: I devise and bequeath the residue of my estate, of every nature and wherever situate, to my niece, Lisa Weary. Should she predecease me I devise and bequeath said residue in equal one-third shares to each of her sons, Jonathan Weary and Andrew Weary, and Roxanne Lange. FIFTH: I nominate, constitute and appoint my niece, Lisa Weary, as Executrix of this, my Last Will and Testament. In the event of the renunciation, death, resignation, or inability to act for any reason whatsoever of the said Lisa Weary, I nominate, constitute, and appoint Roxanne Lange, Executrix, of this, my Last Will and Testament. I hereby relieve my Executrix or her successor from the necessity of posting security in connection with their duties as such in any jurisdiction in which they may be called upon to act, insofar as I am able by law so to do. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of three typewritten pages, each of which bears my initials, this ~----~-~ day of ~:~e~r~ ,1998. Winniflted K. Ferree, Testatrix (SEAL) Signed, sealed, published, and declared by the above-named Testatrix, Winnifred K. Ferree, as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ~ ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) SS. I, Winnifred K. Ferree, Testatrix, whose name is signed to the attached or foregoing 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 willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or aff'nimed Io,and acknowledged before me by Winnifred K. Ferree, Testatrix, this day of ~ , 1998. Tes[atrix, Winnifre~l K. Ferree AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) · SS. COUNTY OF CUMBERLAND ) , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her'Last Will; that Winnifred K. Ferree signed willingly and that she executed it as her free and voluntary act for the purpose 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 that time eighteen or more years of age, of sound mind, and under no constraint or undue influence. raff~,e~l ~d~subscribed to before me. by Edward ',-~. t~-,o''~-'n'-~ , witnesses, this ~O~day of L~.~.~dr~cho~p ~ ,1998. SEAL) Witness, Edward L. Schorpp Witness (SEAL) Notary Public ' ~ 0 [ Notarial Seal Susan K. Guyor, Notary Public Cerlisle Boro, Cumberland County , My Commission Expires Sept, 4, 1~99 Member, 'F63'fiayiva~ia AS~-clatiOn of Notaries (SEAL) F:\FILES\DATAFILE\ESTATES\ 11038-1 .not.cert CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Winifred K. Ferree Date of Death: November 5, 2003 File No. 21-03-0932 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or about November 14, 2003. Ms. Roxanne Lange 20 Mt. Rock Road Newville, PA 17241 Ms. Dawn Rutkowski 160 Avenue L Pittsburg, PA 15221 Mr. Barry Grove 629 Hamilton Street Carlisle, PA 17013 Mr. Duane Duerr 1086 Bendersville, Wenkersville Rd. Aspers, PA 17304 Mr. Robert Ferree 402 Spriggle Hollow Road Elliotsville, PA 17024 Ms. Lisa D. Weary 399 North Walnut Street Mt. Holly Springs, PA 17065 Mr. Eric Duerr Unit 5116 APO, AA 34038 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: November 14, 2003 Signature Name Edward L. Schorpp, Esquire MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, PA 17013 (717) 243-3341 Attorneys for Personal Representative REV 500 COMMONWEALTH OF PENNSYLVAN,A INHERITANCE TAX RETURN FILE NUMBER DEPARTMENT OF REVENUE DE.T ~oeo, RESIDENT DECEDENT 21 03 0932 HARRISBURG, PA 17128-0601 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER "-----~J~l~, WfiN']FR~D K. 173-01-5628 DA~E ~F ~H~M:~'-YEA~ ......... ~ATE ~F'~H (MM-~ ......... ~ ..... ~ THIS RETURN MUST BE FILED IN DUPLICATEWITH THE 1/05/2003 1]/i7/1915 REG!~TE~OF WiLLs ~PLLA~) ~URW~m~b~USE'~h~( L~:~ST AN~-~DO~ZT~A~) ....... SO~ SECURITY ~UMB~R [] 10figinalReit~rr~ .... ~ 2. '~ppleme~ialRetu-~n .......... El 3 Rema,nder Ret~rn (date of death pnor to12-13-82) < ¢, [] 4 Limited Estate [] 4a. Future Interest Compromise (date of death after :x: ~: ~: 12-12-82) [] 5. Federal Estate Tax Return Required ~oo a: .a [] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach 1 8. Total Number of Safe Deposit Boxes O ~ ~ of Will) 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 1-1-953 i~"~S SEC-T~ON M~-S~-BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORM~.~ON ~HOuLD-BE DII~I~i~TED~'~): ' NAME COMPLETE MAILING ADDRESS Edward L. Schorpp, Esquire FIRM NAME (If applicable) Martson Deardorff Williams A Otto Ten East High Street ........... Carlisle, PA 17013 TELEPHONE NUMBER 717/243-3341 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) [] 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) (1) None (2) 174,388.49 (3) None (4) None (5) 91,474.05 (6) Nons (7) None (9) 19,381.37 (10) 4,939.26 12. Net Value of Estate (Line 8 minus Line 11) (8) 265,862.54 (11) (12) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, x ,00 (15) or transfers under Sec. 9116(a)(1.2) · 24,320.63 241,541.91 241,541.91 16. Amount of Line 14 taxable at lineal rate x .045 (16) 17. Amount of Line 14 taxable at sibling rate x .12 (17) 18. Amount of Line 14 taxable at collateral rate 24 1,54 1.9 1 x .15 (18) 19. Tax Due (19) 20. [] >> BE SURE TO ANSWER ALL QUEsTiONs ON REVERsE-s~ A~-I~ ~Ec-HE~K ~ATFt ~; Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) 36,231.29 36,231.29 Decedent's Complete Address: ISTREET ADDRESS ..... 1k°ngsd°rf W~a.Y~ CITY Carlisle STATE PA ZIP 17013 Tax Payments and Credits: 1, Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount InterestJPenalty if applicable D. Interest E. Penalty 1,811.56 Total Credits (A + B + C) (2) (1) 36,231.29 (3) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT. (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 theTAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is theBALANCE DUE (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 1,811.56 Total InterestJPenalty (D + E) 0.00 34,419.73 34,419.73 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 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 DATE Lisa Weary 399 North Walnut Street j_';¢ ~ .,~,. ,::,5~" ~t; ,,-, Mt. Holly Springs, PA 17065 SIGNATURE OF PERSON RE~P~)I~S~B~'~ F"FO~;~ F~LIN~Tu~N - ADDR'Ess i~/ i DATE Edward L. Schorpp, Esquire Ten East High Street Carlisle, 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. §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 statutedoes not exempta 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 or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ._~ SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA iNHERITANCE TAX RETLJRN RESIDENT DECEDENT ESTATE OF FILE NUMBER FERREE, WINIFRED K. 21 - 03 - 0932 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE OF NUMBER DESCRIPTION UNIT VALUE DEATH 1 Scudder Income Fund, Account # 463-435533-7 54,469.26 2 Scudder US Govt Fd, Account # 18-435533-7 113,805.58 3 Scudder Cash Reserve, Account # 74-435533-7 3,660.27 4 25.211 shares,Vanguard 500 Index Fund Investor Shares, Account # 09932914498 97.31 2,453.38 TOTAL (Also enter on line 2, Recapitulation) 174,388.49 ,.~ SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTR OF PENN~¥LVAN,A PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FERREE, WINIFRED K. FILE NUMBER 21 - 03 - 0932 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 NUMBER 1 2 3 4 5 6 7 8 9 10 DESCRIPTION PNC checking account # 51-4018-3921 PNC CD # 360081013 PNC Money Market account #50-0080-5709 The Sentinel, refund Royal Neighbors of America Insurance Co., dividend Household goods and personal property Small coin collection Kimberly-Clark, benefit Continental Casualty, long term care insurance 10/0/0% 11/5/03 Dog House Hunting Club membership, standing rate established by membership for redemption of share of deceased member TOTAL (Also enter on Line 5, Recapitulation) VALUE AT DATE OF DEATH 32,073.51 10,761.31 45,357.61 40.17 7.60 250.00 200.00 129.14 2,438.71 216.00 91,474.05 SCHEDULE H FUNERAl_EXPENSES& COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT FERREE, WINIFRED K. FILE NUMBER 21 - 03 - 0932 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRiPTiON A. FUNERAL FXPENSEs: 1 Hollinger Funeral Home, Mt. Holly Springs, PA AMOUNT 6,883.82 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 Martson Deardorff Williams & Otto (estimated) Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees Cumberland County Register of Wills Zip 11,700.00 269.00 5. Accountant's Fees 6. Tax Return Preparer's Fees Other Administrative Costs EVP stock valuation Deluxe check order, estate checks 1.55 12.00 Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) 515.00 19,381.37 .'~ Schedule H COMMONWEALTH OF PENNSYLVANIA I~.xper~les & INHERITANCE TAX RETURN Administlalive continued RES~OENT OECEDEN~' ESTATE OF ?ERASE, WIrN[FPj~D K. FILE NUMBER - 21 - 03 - 0932 3 Register of Wills, filing fee, Inheritance tax return 15.00 4 Reserved for additionl miscellaneous expenses 500.00 Page 2 of Schedule H ._~ SCHEDULE I DEBTS OF DECEDENT, MORTGAGE OO~MONWEALT, O~ PE""S~LMAN,* LIABILITIE S, & LIE N S INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FERREE, WINIFRED K. FILE NUMBER 21 - 03 0932 Include unreimbursed medical expenses. iTEM NUMBER I 2 3 4 5 DESCRIPTION TOTAL (Also enter on Line 10, Recapitulation) Outstanding check, PNC acct # 51-4018-392 Cumberland Crossings Retirement Conununity Continuing Care RX, prescriptions Cumberland Goodwill Fire Rescue 2003 Pennsylvania income tax AMOUNT 25.00 4,516.00 186.57 36.69 175.00 4,939.26 REV-1513 EX+ (9-00)~ SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES ,NNER,TANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NUMBER I. 1 FERREE, WINIFRED K. RELATIONSHIP TO NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT ....... DO Not L st Trustee{s) TAXABLE DISTRIBUTIONS (include outright spousal distributions) Roxanne Lange Niece 20 Mt. Rock Road Newville, PA 17241 FILE NUMBER 21 - 03 - 0932 AMOUNT OR SHARE OF ESTATE 1,000.00 Duane Duerr 1086 Bendersvitle, Wenkersville Road Aspers, PA 17304 Eric Duerr Unit 5116 APO AA 34038 Dawn Rutkowski 160 Avenue L Pittsburgh, PA 15221 Nephew Nephew Niece 1,000.00 1,000.00 1,000.00 See Continuation Schedule(s) attached Enter dollar amounts for distributions shown above on lines 15 through 18, 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET ~-~ SCHEDULE J COMMONWEALTHiNHERiTANcEOFTAxPENNSYLVANIARETURN BENEFICIARIES continued RESIDENT DECEDENT FERREE, WINIFRED K. FILE NUMBER . . 21-03-0932 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY : DECEDENT AMOUNT OR SHARE ...... ~incl~de o~JTright-s~ou~l~isiri~uti~ons,-a~d tr-Snsfe~-s under ..... Do No_[ List Tru_st~ee(s) ....... OF E STATE I. TAXABLE DISTRIBUTIONS Sec. 9116(a)(1.2)] 5 Robert L. Ferree Nephew 1,000.00 402 Spriggle Hollow Road Elliottsburg, PA 17024 Barry Grove 629 Hamilton Street Carlisle, PA 10713 Nephew 1,000.00 Lisa Weary 399 North Walnut Street Mt. Holly Springs, PA 17065 Niece All of estate residue Page 2 of Schedule J BUREAU OF TNDZVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. :~80601 HARRISBURG, PA 171P'8-0601 COMMONNEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE NOTICE OF INHER/TANCE TAX APPRAISEMENT, ALLO#ANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-IS47 EX AFP EDNARD L SCHORP~ ES~ 12 MARTSON ETAL TEN E H'rGH ST(/: :~ CARLISLE :~ fPA 17015 P ~ :44 DATE O$-15-ZOOq ESTATE OF FERREE DATE OF DEATH 11-05-2005 FILE NUMBER 21 05-095Z COUNTY CUMBERLAND ACN 101 WINNIFRED K CUT ALONG THZS LINE ~ Aeoun~ Remitted [ MAKE CHECK PAYABLE AND REMZT PAYMENT TO: REG']*STER OF NTLLS CUMBERLAND CO COURT HOUSE CARLTSLE, PA 17013 RETAIN LONER PORTION FOR YOUR RECORDS 4 REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF FERREE NTNNIFRED K FILE NO. 21 03-0932 ACN 101 DATE 03-15-200q TAX RETURN NAS: (X) ACCEPTED AS FTLED ( ) CHANGED RESERVATZON CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) $ Closely Held S~ock/Pertnership Znterest (Schedule C) Mortgages/Notes Receivable (Schedule D) $ Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6 Jo/ntly Owned Proper~y (Schedule F) 7 Transfers (Schedule G) 8 Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9 Funeral Expenses/Adm. Costs/Misc. Expanses (Schedule H) 10 Debts/Mortgage Liabilities/Liens (Schedule I) 11 Total Deduct/ons Not Value of Tax Return O0 (2) ($) (q) (5) (6) (7) 17q~388.q9 O0 O0 91/q7q. O5 O0 O0 (9) (8) 19,381.37 (10) NOTE: To insure proper credit to your account, sube/t tho upper portion of this form with your tax payment. 15 lq NOTE: Z65,86Z.5q q,939.26 (z2) Iq1,5ql. 91 Char/table/Governeental Bequests; Non-elected 911:5 Trusts (Schedule J) (15) Not Value of Estate Sub,eot to Tax (lq) zf an assessment Has lssued previously, lines 1~, 15 and/or 16, 17, reflect flgures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of L/no lq at Spousal rate 16. Amount of Line lq taxable e~ LJneel/Class A rote 17. Amount of Line lq at S1611ng rote 18. Amount of Line lq taxable et Collateral/Class B rate 19. Prlnc1pal Tax Duo TAX CREDZTS: PAYMENT RECEIPT DISCOUNT DATE NUMBER INTEREST/PEN PAID (-) 01-26-200q CDOO3q80 1,811.56 .00 Zq1,5q1.91 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 18 and 19 #ill (is), .00 x O0 = .00 (16), .00 x 0~.5 = .00 (17) .00 x 12 = .00 (18), Zql,Sql.91 x 15 = 36,231.29 (19)= 36,231.29 AMOUNT PAID 3q,q19 TOTAL TAX CREDIT 36,231.29 BALANCE OF TAX DUEI .00 INTEREST AND PEN. .00 TOTAL DUE .00 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REgUZRED. ~ ZF TOTAL DUE ZS REFLECTED AS A 'CREDZT' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR ZNSTRUCTZONS.) RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMZN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 1Z, 198Z -- if any future intmrest in the estate is transferred in possession or enjoyment to Class 8 (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Common~ealth hereby expressly reserves the right to appraise end assess transfer Inheritance Taxes at the lawful CZass B (collateral) rate on any such futura interest. To ~ulfill tho requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (72 P.S. Section 91q0). Oatach the top portion of this Notice and submit aith your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, ~hich ~as not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications ara available at the Office of the Register of Hills, any of the Z3 Revenue District Offices, or by calling the special Iq-hour answering service for forms ordering: 1-800-36Z-Z050~ services for taxpayers alth special hearing and / or speaking needs: 1-800-4q7-30ZO (TT only). Any party in interest not satisfied with the appraisement, allowance, or disalIo~ance of deductions, or assessment of tax (including discount or interest) as sho~n on this Notice must object aithin sixty (60) days of race[pt of this Notice by: --~ritten protest to the PA Ospartment of Revenue, Board of Appeals, Oapt. ZSIOZ1, Harrisburg, PA ITIZS-IOZ1, OR --election to have the matter determined at audit of the account of the personal representative, OR --appea! to the Orphans' Court. Factual errors discovered on this assessment should be addressed in ~riting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Revie~ Unit, Oept. ZSO60l, Harrisburg, PA 17lIS-0601 Phone (717) 787-6SOS. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-lSO1) for an explanation of administratively correctable errors. If any tax due is paid ~ithin three (3) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is allo~ed. The 1SI 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 and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same tiaa period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning ~ith first day of delinquency, or nine (93 months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January l, 1982 bear interest at the rate of six (6X) percent per annum calculated at a daily rate of .00016~. All taxes ahich became delinquent on and after January 1, 198Z Nil1 bear interest at a rate ~hich Nil1 vary from calendar year to calendar year ~ith that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through gO0~ ara: Interest Daily Interest naily Year Rate Factor Year Rate Factor ~ ZOZ .OOOSq8 ~'8 - X99 Z 1XZ .OO0301 1983 X6Z .000q38 1992 9Z .0002q7 X98~ X1Z .000301 X993-X99~ 7Z .000X92 1985 X3Z .000356 199S-X998 9Z .0002q7 1986 log .00027~ 1999 7~ .000192 1987 XOZ .000274 ZOO0 7Z .O00lgZ --Interest is caXcuXatad as XNTBRBST= BALANCE OF TAX UNPAID Interest Daily Year Rata Factor ~ 9Z .O00Z~7 ZOOZ 6Z .O0016q ZOO3 SZ .000137 ZO0~ qZ .000110 X NUNBER OF DAYS DELINQUENT X DAILY TNTEREST FACTOR --Any Notice issued after the tax becomes delinquent ~ill reflect an interest calculation to fifteen (153 days beyond the date of the assessment. If payment is made after the interest computation date sho~n on the Notice, additional interest must be calculated. REGISTER OF WILLS OF CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 (For Resident Decedents Dying After July 1, 1992) Name of Decedent: WINIFRED K. FERREE Date of Death: November 5, 2003 File No.: 21-03-0932 Social Security No.: 173-01-5628 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. ! is Yes, state the following: ao Did the personal representative file a final account with the Court? Yes ~ No X The separate Orphans' Court No. (if any)for the personal representative's account is: Did the personal representative state an account informally to the parties in interest? Yes ~ No X Date: 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. December 21, 2004 Signature.'~,~~ Name: ~ - Edwar~-L.XScl{orpp, Es~qt~ire Address: MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, PA 17013 (717) 243-3341 Counsel for personal representative F \FILES\DATAFILE\ESTATES\11038 l.srep Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/11/2005 SCHORPP EDWARD L 10 EAST HIGH STREET CARLISLE, PA 17013 RE: Estate of FERREE WINIFRED K File Number: 2003-00932 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/05/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~A=~ REGISTER OF WILLS cc: File Personal Representative(s) Judge -&- ~ Cumberland County - Register Ot 1^'lLLS One Courthouse Square Carlislel PA 17013 Phone: (717) 240-6345 Date: 10/11/2005 WEARY LISA 399 NORTH WALNUT STREET MT HOLLY SPRINGS I PA 17065 RE: Estate of FERREE WINIFRED K File Number: 2003-00932 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO. 103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after July 11 19921 the personal representative or his counsell within two (2) years of the decedent's deathl shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/05/2005 Your prompt attention to this matter will be appreciated. Thank You. SincerelYI .b ~ V . Lt- ~."j7 ~~~J~.M~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge l~G-