Loading...
HomeMy WebLinkAbout02-1166PETITION FOR PROBATE and GRANT OF LETTERS Estate of ~ ~ ~ C L ~ /3~?C~~ No also known as To: o2l-Gb2-//6b Register of Wills for tie /~ / Deceased. County of ~~~~ ~'>1 F, C ~G ~ l in the Social Security No.~z„~_t.~ ((~~_ 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 execute- x named in the last will of the above decedent, dated G.~> ~ ~/ _~c~ ~~ , 19 and codicil(s) dated l- (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in ~ ~ C-it Gf~J'1 County, Pennsylvania, with h ~ (~ last family or pr't}cipal re ' ence at ~ c9 ~, ~ Qist street, number and muncipality) _ Decendent, then ~_ years of age, died ~~ 1 1 ~-"°"~~Z at ~ Except as follows, decedent did not marry, w~ not divorced and did not ha e a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) ~Il personal property $ ~ '7 ~ b (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 ~~ 'jV -{--c~ (r~c:,~ (testamentary; administr on c.t.a.; administration d.b.n.c.t.a.) theron. v ~- J©~ V L~ ~~ a ~ l/~1i (Td(/ ~ o c '~ ~ ': ~v ~a v w. ~ o c m OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1 ss COUNTY OF ~~J ~~l~a The petitioner(s) abrwe=named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and t ly administer t estate according to law. Sworn to or affirmed and subscribed ~ ~ bef me this ~ day of oo• C a egiste No. oZt-cam /! („6 Estate of ~-~~~-~ ~ ~YRE~ - -, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~-~-~ ~e~ "~ ~' ~y~y~,in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) date described therein be admifti,~d to probate and filed of record as the last will of and Letters ts-r J are hereby granted to n FEES Prob te, Letters, Etc......... . Short ertificates( ) .. • Renunciation ................ G TOTAL _. Filed ..~• • • ~©• Z oa \~.~ o0 $~L- ~ - Register afk~]rsrJ~,Q~ ATTORNEY (Sup. Ct. LD. No.) ADDRESS PHONE ~~ iZI ~zt~ ~~.~#~ztt~~tf ~f GRACE E. BEYRENT I, GRACE E~:. BEYRENT, presently residing at 2408 Market Street, Borough of Camp Hill, Cumberland County, Pennsylvania, declare this to be my Last Will and Testaiment, revoking all other Wills and Codicils previously made by me. 1. The e~:penses of my last illness and funeral shall be paid from my estate. 2. I bequeath all my tangible personal property including any automobile, ar.~d all insurance thereon, and I devise and bequeath my entire estate, wheresoever situate and of whatever nature to my children, John R. Beyrent, and E~arbara B. Bassett, or their issue, share and share alike in as nearly equal shares as practical. 3. I authorize my co-executors herein named, to exercise the following powers, in addition to those given by law, to be exercised in their sole discretion. A. To retain any real or personal property which may at any time form a part of my estate as long as deemed advisable. B. To invest in any real or personal property without restriction to legal investments. C. To purchase investments at premiums; to charge premiums to income or principal or partly to each. To subscribe for stocks, bonds, or other investments; to join in any plan of lease, mortgage, merger, consolidation, reorganization, foreclosure or voting trust and to deposit securities thereunder and generally to exercise all the rights of security-holders of any corporation. To vote, in person or by proxy, securities held by them and in such connection to delegate their discretionary powers. D. To repair, alter, improve, mortgage or lease for any period of time any real or personal property and to give option for leases. E. 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 sales or exchanges. F. To borrow money from any person or institution, and to mortgage or pledge any real or personal property. G. To carry on any business owned or controlled by me at death for whatever period of time they shall think proper, and they shall have the power to do any and all things they deem necessary or appropriate including the power to borrow and to pledge assets contained in my estate security for such borrowing; and the power to close out, liquidate, or sell the business at such time and upon such terms as to them shall seem best. H. To compromise claims. I. To make distribution in cash or in kind or partly in each. J. To apply directly for the needs of any beneficiary, in case of the disability of such beneficiary through illness or other cause, any income or principal that is payable to such beneficiary. K. To exercise all power, authority and discretion given by this Will after the termination of any trust created herein until the same is fully distributed. 4. All interests hereunder, whether principal, income or remainder, while undistributed and in the possession of any fiduciary named herein, and even though vested or distributable, shall not be subject to attachment, e:Kecution or sequestration for any debt, contract, obligation or liability or any beneficiary, and furthermore, shall not be subject to pledge, assignment, conveyance or anticipation. 5. I appoint my children, John R. Beyrent and Barbara B. Bassett, Co-Executors of this my Last Will and Testament. 6. No fiduciary named shall be required to enter bond or furnish sureties in atzy jurisdiction. IN WITNESS WHEREOF, I set my hand and seal this 24th day of February, 1988. i~`~l~'~ `+~` ~c ~~_,~..r J A//mil d"` Grace E. Beyrent Signed,, sealed, published and declared as and for the Last Will and Testament of Grace E. Beyrent, the Testatrix,in our presence, who in her presence and yin the presence of each other, and at her request, have hereunto set our hands and seals as subscribing witnesses hereto. ~~-~ ,~'~"~~A~ ~~~.._,,•~~.._,~. Residing at ~/ ~~, , f'_> ~ , J~/['_ t. ~~'1 ~ `~ ~~~ Residing at _ ~`~~~~,~.-ti 1 ~~~ COMMONWEALTH OF PENNSYLVANIA) )SS: COUNTY OF DAUPHIN ) I, Grace E. Beyrent, the 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 purpose therein expressed. Sworn or affirmed to and acknowledged before me by Grace E. Beyrent, the testatrix., this 24th day of February, 1988. ~ ~ ~. No ry ublic '6.ANIEC K. F±A';C~, N{)Tnc7 r;t~i'C ST[cLTuiJ R'?P,OIIi~H. I!p~ll!'illp 1'.!11~f1!Y ~'lY CO' ~-~;,i10"J EX}'InE..`_ i~'l~Y lri, 7 }.'U COMMONWEALTH OF PENNSYLVANIA) )SS: COUNTY OF DAUPHIN ) We , ~G3r/-"~~'~~ ~ ~~ ~N.~~' and /~~} T~ ~''~ !~~ Z rJG- ~ ~/ 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 s;aw the testatrix sign and execute the instrument as her Last Will; that thle testatrix signed willingly and that she 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 to the be:~t of our knowledge the testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by ~b~~/r~~/~ ~/-' i;v`5~~. and /'~!~~-N-RyN ZUG,Ai~ witnesses, this 24th day of February, 1988. /~ Notar Put is S7CELtG(~: ftt!<U~1i:ii, i).~~J~n~~pl ^ni;p~rY ~.~ ~'~~i ~i>;IOhIFX}'!Rr~M1Y1~. ;L?~4 Witness ~~~~~~ ~ 1~~- Witness u~ ~ q ~ .J' e~ ~^ ~ A V bd ' v 4 ~. ~ CrJ ~ w G, A ~' ~, ~ H r--k ~-+~ ~ ~-,` ~• ~1-~- 1~G G RENUNCIATION In Re Estate of ~~~~ C L~ ~ ~ ~ ~~1~-~~ deceased. To the Register of Wills of l~ ~ ~ ~~' County, Pennsylvania. The undersigned ~y--~-L~ ~ ~C! ~ f ~/y' ~~c`~ ~ TZ of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters n ' ~ '-rte _ i ' ~' ~1 ~~ l'It C~ '~` ~e 1~ ~ (1, ~~~ be issued to WITNESS hand this day of 19 n ;f~ (Signature) (Address) ] 1 ! '' (Signature) (Address) (Signature) (Address) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: BEYRENT JOHN R 1 19 NORTH 27TH STREET CAMP HILL, PA 1701 1 fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: ssN: iss-36-4151 FILE NUMBER: 2102-1 166 DECEDENT NAME: BEYRENT GRACE E DATE OF PAYMENT: 04/07/2003 POSTMARK DATE: 04/05/2003 COUNTY: CUMBERLAND DATE OF DEATH: 1 2/ 1 1 /2002 REV-1162 EX111-96) N0. CD 002401 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ S 103.45 S 103.45 TOTAL AMOUNT PAID: REMARKS: CHECK#756 SEAL INITIALS: AC RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS CERTIFICATION OF NOTICE UNDER RULE 5.6(a) ~' (/ Name of Decedent: V ~~ L~ G= ~~ ~ r ~ ~ ~ Date of Death: -~ ~ j ~ Z" Will No. .~-- ~ ~ U..~ _._.. I 1 ~ ~ Admin. No. 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 following beneficiaries of the above-captioned estate on ~l Gt~~~` lJ Name Address t C:-l! ~3 any Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: Signature rr Name l' Address ~ G~ ~ ~ `J - ~ ~ 1/ Telephone (~~~ ~ ~ ~ -- (j 'Z ~~ Capacity: ~_ Personal Representative Counsel for personal representative ,E\I.1SOO EX (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 I?_/?I_ I REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DATE DF DEATH (MM-DD-YEAR) \ L. \ I' h_o<>2.. DATE OF BIRTH (MM-DD-YEAR) 11 ", 1/924- (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) V' OFFICIAL USE ONLY FILE NUMBER c:2. L - ~.:v COUNTY CODE YEAR _---'-.L~~ NUMBER I- Z W C w <.> w c DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) BE'IREt--1T GRI'rLE E D 2. Supplemental Return D 4a. Future Interest Compromise (dale of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Altach copy of Trust) D 10. Spousal Poverty Credit (dale of death betmen 12-31.91 and 1-1-95) 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sofe-Proprietorship SOCIAL SECURITY NUMBER 193 - 3.1., 4151 w ... :s::::!cn u"'>: w..u :roo u"'''' ..", .. " ~ 1. Original Return o 4. Limited Estate o 6. Decedent Died Testate (Af1ach copy of Will) D 9.' Litigation Proceeds Received (1) (2) (3) (4) (5) 1> 1.01 \. THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 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) (Mach Sch 0) THIS SECTION MUST.BE COMPLETED: ALL CORRESPONDENCE ANDC;ONFII)I:Ntl~fl'rl\X.INFO~MAi'\QN_Sl'lOO)jjaE.:DIRECTED Toi NAME j 0 H N ~ e, E Y II. ( }J T COMPLETE MAILING ADDRESS 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. Tolal Gross Assets (total Lines 1-7) (6) (7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) (9) (10) 4,92. 12. Nel Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental BeQuestsJSec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Une 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ I-' ~ ll.. ::E o <.> ~ 15. Amount of Line 14 taxable at the spousal tax rale, 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 .... z W Q Z o .. '" w '" '" o u FIRM NAME {If Applicable) TELEPHONE NUMBER ~ 2. '2 ~9 x.o_ (1S) X .0 45 (16) x .12 (17) x .15 (18) (19) OFFICIAL USE ONLY , ._.__.__.J (B) 1.09 I. z o ~ ~ l- ii: <( <.> w 0:: CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT (11) 4-.'192. (12) 2,299. (13) ~ 2,2, qq. (14) . ) D.5 .4S" $ J 03, 4S 20.0 ;;t~),!:"",""1';4''';';;'''''"""",,,(,).7'' >:;.. BE SURE. TO ANSWER Alr; QUESTIONS' QN REVERSESII)E'ANI)'RECHECl(MATI(~., ~~~~,~'Y~~;!51";t Decedent's Complete Address: STREET ADDRESS I I 9 oj L I .::I, S I CITY I STATE r", I ZIP I ., 0 I I C(Jr"'P 14,LL Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spoosal Pover1y Credit B. Prior Payments C. Dlscounl (1) Total Credits (A + B + C ) (2) p (3) ;;y (4) . I 0 3. 4S" (5) (SA) '" J o3.4S" (58) 3. inleresUPenatty if applicable D. Interest E. Penalty Totai InteresUPenafty ( D + E ) 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 10 request a refund "t I03,4-S" 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the 8ALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. relain Ihe use or income of the property transferred;.......................................................................................... 0 b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 c. retain a reversionary interest; or.................................... .................................................,.................................... 0 d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................... ................. ..... .........................,....... ........ ........... ............. 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................."......."........"........."....................................................... 0 G-'" IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, No B' B- G} G:Y u:r W" Under perlalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and 10 Ihe besl of my knowledge arld belief, it is true, correct and complete, Declaration of preparer other lharl the personal representative is based Orl all informatiorl of which preparer has arlY knowledge, L A9DRESS J t\J. SIGNAT4RE OF PREPARER OTHER THAN RE RESENTATIVE ..d~ ~ W,..,,-J.~ cf(p. ADDRESS /Ig N ~o".lT $' ~ t DOLL"'! P D &.c. l24-(" STE"i?LTctl,J :)P1-t - "t.--CJ 3 DATE Pi\- !/it3 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 forthe use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)J. 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 (al (1. I) (ii) The statute does n01 exemot a transfer to a surviving spouse from fax, and the statufory requirements for disclosure of assets and filing a tax return are still applicable even the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive paren or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on lhe nel vaiue oflransfers to or for the use of the decedent's iineal 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. ~9116(a)(1.3)J. A sibling is defined, under Section 9102, as a, individual who has at least one parent in cammon with the decedent, whether by blood or adoption. . - REV-1508EX.(1-97) '* SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEAlTH Of PENNSYLVANIA INHERJTANCE TAX RETURN RESIDENT DECEDENT ESTATE OF G {(AC r: E" e.E'I/(~,J1 FILE NUMBER Indude the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH $ I,09tp ALlr-\Q$1 BA-rJ( TOTAL (Also enter on line 5, Recapitulation) $ 7 ' 09 l., . (If more space is needed, insert additional sheets of the same size) ",.''''''.I,.OW COMMONWEALTH OF PENNSYLVANIA INHERtTANCE TAX RETURN RESIDENT OECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF G eA- c.~ E" - Bt'ie.~r-J I FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAl. EXPENSES: 1. 11.\ (V\<V\E L F,^NCi<~L. !-to M 1:. 'f Ol?vI\..L( 4,041 eO[Y'l()E:RGt~ N'c,,^oR,A-L.) /34- Ge.IW~ c P E",.l J N. G- 511. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name 01 Perronal Representative (s) Sooa' Secunty Numbe~s) I EIN Number of Pe"onal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 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. Accountant's Fees 100. 6. Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ 4"ln. (If more space IS needed, insert addItional sheets of the same size) ~ /> ~~~ ~ COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 NOTICE OF INHERITANCE TAX HARRISBURG, PA 17128-0601 APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 E% ~FP (01-037 ~~ '~,~_ ~ ' DATE 06-09-2003 ESTATE OF BEYRENT GRACE E DATE OF DEATH 12-11-2002 '~~ „~j,i f ~ ~_, ~I~,~ NUMBER 21 02-1166 CtlUNTY CUMBERLAND JOHN R BEYRENT ACN 101 119 N 27TH ST Anount Remitted CAMP HILL PA 17011 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR ---------------- _YOUR RECORDS ~__ ---------------- ____________________ ------------------------------------ -------------- REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BEYRENT GRACE E FILE N0. 21 02-1166 ACN 101 DATE 06-09-2003 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) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule Dl (4) .00 of this form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 7,091.00 tax payment. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 091.00 7 8. Total Assets (g) , APPROVED DEDUCTIONS AND EXEMPTIONS: 4,792.00 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 11. Total Deductions (11) 4.792.00 2,299.00 12. Net Value of Tax Return (12) 00 13 Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . . 14. Net Value of Estate Subject to Tax (14) 2,299.00 NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 0 0 0 0 ' 0 0 15 Anount of L ine 14 at Spousal rate (15 ) ' X ° . 16 Anount of Line 14 taxable at Lineal/Class A rate (16) 2.299.00 X 045 . 103.45 . 17 Anount of Line 14 at Sibling rate (17) .00 X 12 .00 . 18 Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 .00 . 19. Principal Tax Due (lq)= 103.45 I NR IrRGLi 1 .7' DATE NUMBER INTEREST/PEN PAID [-) AMOUNT PAID 04-05-2003 CD002401 .00 103.45 TOTAL TAX CREDIT 103.45 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. 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.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest 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 far years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate lax Act, Act 23 of 2000. C72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed an the reverse side. --Make check or money order payable ta: REGISTER OF WILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must abject within sixty (60l days of receipt of this Notice by: --written protest to the PA Department of Revenue, Beard of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessnant should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet ^Instructions for Inheritance Tax Return far a Resident Decedent' (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty man-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine C9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six [6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rata announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20% .000548 1987 9% .000247 1999 7% .000192 1983 16% .000438 1988-1991 11% .000301 2000 8% .000219 1984 11% .ODD301 1992 9% .000247 2001 9% .000247 1985 13% .000356 1993-1994 7% .000192 2002 6% .000164 1986 10% .OOD274 1995-1998 9% .OOD247 2003 5% .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen C15) days beyond the date of the assessnant. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/10/2004 BEYRENT JOHN R 119 NORTH 27TH STREET CAMP HILL, PA 17011 RE: Estate of BEYRENT GP~ACE E File Number: 2002-01166 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 will become delinquent on: 12/11/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER ST~SBAUGH REGISTER OF WILLS cc: File Counsel Judge STATUS REPORT UNDER RULE 6.12 Date of Death: ~e~ I1 ~ Will No.: A ~ -- O~ -- X X ~ ¢ Admin. No.: Pursuit to Rule 6.12 of ~e Supreme Cou~ OCh~s' Co~ Rules, I repo~ ~e follo~g with respect to completion of the ad~stration of~e above-captioned estate: 1. State whether a~s~ation of the estate is complete: 2. If~e ~er is No, state when the personal representative reasonably beheves · at ~e a~s~ation wD be comPlete: 3. g the ~swer to No. 1 is Yes, state the followNg: a. Did the personal~resentafive file a ~al accost with ~e Co~? Yes _ No ~ b. The sep~ate OCh~s' Co~ No. (fi=y) for ~e personal representative's accost is: c. Did the personal representative state an account informally to the parties in/nterest? Yes [] No ['--] c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Si Cq ~ Name f t Address 17 7 Telephone No. Capacity: ~ Personal Representative Counsel for personal representative