HomeMy WebLinkAbout04-1066
Estate of . U IJ-ft J3. ~~
also known as 17-rz..'j e. '""~..",.,
PETITION FOR PROBATE and GRANT OF LETTERS
I;) I ~(J Lf- / 0 ltJ ~I .
No.
To':
Register of Wills for the
County of in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older aQ the execut
in the last will of the above decedent, dated 0 C'- + 0 ~lt2-
and codicil(s) dated Qc..i:oi>ei'l- I <:> . I q ,,"}8
,
$LJbn-tJ C~ J..L'''''''-J
G~6 {Ho"'~~c-n named
, 19'&
, Deceased.
Social Security No. Q. 0 Lf- 03 - (o<Jq S-
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in /11
h (/12- last family or principal residence at C
(list street, number and muncipality)
De,cendent; then R L" years of age, died ~ DYe Tn.b e \- I ~ , ,W, ;> 0 D '-/
at C flv<<.-I'\ '"" -f- 6ci:::) ~'f'II.J:>. (' .A-. a LsL.D:'. ,?"". .
Except as follows, decedent did not ma~ry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
$
$
$
$.
f
[;~
D~
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:
3' tj, t:>c>C> ~
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
theron.
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
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OATH OF'PERSONAL REPRESENTATIVE
COMMONWEl\.LTH ~J;NNSY~VANIA 1- ss
COUNTY OF ~"'<'i\ ~ \a v\c . J
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The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and corrc;ct to the best of 'the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above; decedent petitioner(s) will well and truly administer the estate according to law.
and subscribed {~.~~'
day of ' I
. ~?y.
.U ~a-<:<. L <J
'L t.-' C;:r,. l' eg;ster I..
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No. OJ /~ cQoOC/- / ore &
Estate of
/Y)llr4 E ThCft1(J5 0 Il
~ Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW
J Cf 1c-h
L lh/i(j . 'd' "h . .
1~, In conSl eratIOn 01 t e petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated J 0 /1 D 119-7 B
.
described therein be admitted to robate and filed of record as the last will of
~{)lJ
and Letters ()
are hereby granted to . ;'11 <; an t .
, 6etry W./hoMf15til
FEES
~'
Probate, Letters, Etc. ......... $ 00 ()..)
. (, 00
Short Certificates( ).......... $ c;.
Renunciation ........ {;;;. PtlA I:. $ -: 0 .
. It: t-J J $ % fr 0
TOTAL _ $ 3;):5. v b
Filed ....... .0./(91 p. y. . . . . . . . . . . . . . . . .
'~0LL
AITORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
"2 I - 0 L{- f D~)y,
\l ':"":';11" RY\' l)iSh
This is to certify that the information here given is correctly copied fron~ an original ce~~ific~te of death du~!. fikd 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.
Pee for this certificate, $2.00
No.
t2 7.,y) ~ ~
?2/~ / I'~z., "M.A"
Loc~ Registrar G
p
10687857
N QV Ja~ 2004
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; 43 Ae"V. 2187
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH .
'-'
1.fT\
AGE (Last BIf1
E. /ho.h
UNDER 1 YEAR
MonI~ Daya
SEX
..Fe f>\
STATE FilE NUMBfR
SOCIAL SECUAIT'V NUMBER
DATE OF DEATH tMcrntl. Da~. leal)
NAME at: DECEDENT IFI~sl. Middle. L.uo:)
5. Sb Yrs
COUNTY OF OEATH
BIRTHPLACE Ie" ,,!rod PlACE OF OEATH IO'K" Qfll'1l)(le ->ee InslfU(;IIOf'~ OOOlt>el SIOeI
Stale Of FcrelQfl COUflllYI HOSPITAL
H....rr. '.....-l. rfl In"'''....O ERlO......'.n' 0 DOAO
,. ...
FACILITY NAME (II nOllfll.Nullon, \jIve slleet and number I
'.20'1 -0.1 -b8cr,'!>-
..
"e...J.J er ;~ ZOo
lb.
RACE. Amellcan Indian, BlaCk. Wtlit.. ttc:
(S""",,,,)
1.. W~. (,e
MARITAL STATUS. M."jed SURviVING SPOUse
N..,., Marrtred, Widow.d, ltt "...,.. 0;,"" malOen nNnlill
OMl<CO<l (Spec...,)
1.. LJ. Ju...H'd 11.
17c.Ciil ,""._liYodin ~0."Lh ,'Y\..!..lI.d.....,,J
~IO
Iwp
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). 00'-/
A {. ,,,.<Ct." 1',> n. A'( ,;:,'1, i.. , , (
DUE TO lOR AS A CONSEOUENCE Of)"
...
I ApploaUnaI.
: intetVal between
I onset and death
I
:
No8l'
M. 25.
27. PART I: Ent.,. the diseases, inlu,ies Of compacalionl which caused lhe dliIalh 00 nol 8nlel lhe mode ot d...ing, such as cal~ac 01 resptrafory all8sl. shock o. heart ladur.
lJll only one cause on each line
PART II: Other stgliiftcant COIldiIionI contributing to dea'h. buI
not relUllirli in the undIItytng c-... given in PART I.
[1",'<.1/-""t,,'v,0("'L,..... (LL;~"(
DUE 10 (OR AS A CONSEauENCE OF)'
11. I, i;,.
1/7.J (.// J~,."..,~
DUE TO (OR AS A CONSEOUENCE Of)"
I: .b.....,
.
WERE A.lJTOP$Y FINDINGS
AVAILABLE PRtQR 10
COMPLETION OF CAUSE
OF DEATH?
MANNER OF DEATH
NO~
v.. 0
NoD
Nalural 0'
Acetde"l 0
SuiCide 0
DATE OF INJURY
(Month. Da.... Year)
TIME OF INJURY
INJURY AT WOAK? OESCRtOE HOW INJURY OCCURRED
HomICide
o
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o PLACe OF INJURY. AI home, larm.':;eet. factory, office M.
building. ele. ISpecllv)
300.
Y.. 0 NoD
Pendtng lnveSlag;UlOn
Could notobe delemuned
lOCATION (Slreet. CtlylTown. SIaI81
2... 2ab.
CERTifiER lCheck OOy one)
.CERTIFYING PHVSICIAN (PhVSlC.ancerlll...109 cause at dealh wh.l" <1nOlllet Dh....s.c.'an has Pfonouoced dedlh ana completed Item 231
To the beaI of my know'-dge, de.lh occurred due to the cau..(.. and manne,.. Itated. .
't.
.PRONOUNCIHG AND CERTifYING PHYSICIAN tPhtSiClan (JOIn ;JIOflOI.UI(:oflg l1edU1.md 1.:t'ftlIYIOg 10 LdU~ 01 (ledlh\
To Ihe belli ot my knowledg., dealh occurred allhellme, date, and place, and due 10 the cause(l) and mann.,.. I'aled..
u
'".
DATE FILED (Monlh Day, 1ean
~
'MEDICAL EXAMINER/CORONER
On theb.ail ot examination and/or inyestigalion, in my opinion, dealh occurred illlhe lime, dat., and place, .md due 10 the cause(a) and
manner as stated., . . . . , . , . . . . . , , , . . . . . , . . . . . . . . . .. . , . .
".
REGISTRAR'S SIGNATURE AND NU" ""'11 0~
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LAST WILL AND TESTAl.ffiNT
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OF
MARY E. THOMPSON
\..C
I, MARY E. THOr~SON, of the City of Harrisbur~ Dauphin
County, Pennsylvania, do declare this to be my Last Will and
Testament and revoke any Wills previously made by me.
ITEM I. I direct that all of my just debts and funeral
expenses, including the cost of my gravemarker, if any, shall be
paid from my residuary estate as soon as practicable after my
decease as a part of the administrative expenses of my estate.
ITEM II. I give and devise all of my estate of every
nature and wherever situate to my husband, MILLARD W. THOMPSON,
providing he survives me by thirty (30) days.
ITEM III. Should my husband, MILLARD W. THOMPSON, pre-
decease me or die on or before the thirtieth day following my
death, then I give and devise all of my estate of every nature
and wherever situate in equal shares to my children, SUSAN E.
GALLION and GARY W. THOMPSON, or their issue per stirpes. Should
either of them predecease me without issue, then I give the share
of such child to the then surviving of those two children, or issue.
ITEM IV. I appoint my husband, MILLARD W. THOr~SON, as
Executor of this my Last Will and Testament. Should he fail to
qualify or cease to act as such, I appoint my children, SUSAN E.
GALLION and GARY W. THOMPSON, as Co-Executors of this my Last Will
and Testament. No bond shall be required by my personal repre-
sentatives in any jurisdiction.
ITEM V. In addition to the powers given to my Executor
and Co-Executors by operation of law, the following powers are herein
given to them to be exercised by them at their sole discretion:
A. To retain property received by them and to invest in
all forms of property without restriction as to investments;
?n7 cf 'tIfan~
B. To operate any business, corporation, partnership,
or enter into any recapitalization, merger, reorganization or
voting trust plan and to delegate authority with respect thereto
and to deposit investments under agreements and pay assessments
and to exercise all rights of an investor;
C. To hold investments in the name of a nominee or to
compromise controversies with respect to any assets held by them;
D. To exchange or sell for cash, property or credit,
publicly or privately, or to lease for any term without liability
to see to the application of the consideration and to give options
for such purposes without obligation to repudiate them in the
favor of a higher offer and to mortgage any assets held by them;
E. To make distributions in cash or kind or partly in
each at the valuations fixed by each and the right to borrow
money, including the right to borrow from themselves as Executor
and Co-Executors; and
F. To exercise and dispose of warrants and to loan to
and buy property from my estate.
IN WITNESS WHEREOF, 'I have hereunto set my hand and
seal thiS~()~ day of C5~1-d 6-.br) , 1978.
mlT~ e. 'flfrlZ~
l~ ry E. omps
The preceding instrument, consisting of this and one (1) other
typewritten page, identified by the signature of the testator,
was on the day and date thereof signed, published and declared
by Mary E. Thompson, the testator therein named, as and for
her last Will in the presence of us, who at her request, in her
prese~ e and~' the presence of each other have subscribed our
names s w'Bnes es hereto.
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ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA:
SS:
COUNTY OF DAUPHIN
:
I, MARY E. THOHPSON , 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.
J1?A1i; "<ho'{;{,,~4M1--'
Sworn or affirmed to and acknowledged before me, by
MARY E. THOMPSON , testatrix, this . f,_J ii, day of 1-0c~-...J ,
1978 .
~~l-()-f 0. ~^~
Notary Publ'
My Commission Expires:
NOTARY PUBLIC
My (om:nis,'un Expires InlCmbi:/ b. 1980
Harrisburg, PA Dauphin (eun1v
AFFIDAVIT
COMMONWEALTH OF. PENNSYLVANIA:
SS:
COUNTY OF DAUPHIN
t) '}We l 'if;;/", {PM U A_ -U.~.A/tfl (0:;) L.~tt>.J' ~fi-4\J' J tVk-1--./
Lt..1....d2JIA"J.o(..../,. \ u :./~ l , the witnesses whose names are
signed to the atta ed 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
she 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 her
witnesses;. and that to the best of our knowledge the testatrix was
at that time 18 or more years of age, f sound m.~' . and under no
constraint or undue influence.
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Sworn to and subscribed be~ore me this
()c,Jclat)j ,19 78 .
of
(lc~.J {i. ...J/.v~~ ~;JA ~
Notc:r:j' I'ut{. 'lC
!-1y Com...'Tlission ::-.Y1i!-es:
rnTARY PUBUC
My . (om:n;':."" hp,res December 6. 1980
Harr;sburo. PA D I .
~ aup lE'j {1lWJt1tV
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP 101-05)
DAVID H MARTINEAU
METZGER WICKERSHAM
PO BOX 5300
HBG PA 17110
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-20-2004
CULLEN
12-17-2003
21 03-1066
CUMBERLAND
101
DONNA
M
Allount Rellitted
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 =i5'4-j-E3f-AFP--foY:oiY-No,.-icE--oF-YNHErfiTANcE-,.-A'x-A-PPRA-isEi"-ENT~--~~.-. -Ai.fc~OR---_~-::r------- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENTi~;'TAX .c:,. ;;': "~k.'
ESTATE OF CULLEN DONNA M FILE NO. 21 03-1066 ACj" 101 DATE 0"9-20-2004
~<'
TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANG~D Cd
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
-.j
133.500.00
,: .00
.00
.00
1, 666 .56
42.921.54
.00
(8) 178,088.10
::::::./
I'.JNOTE :Io .,insure proper
wcredit tli;.,your account,
1.0subllit the upper portion
of this forll with your
tax paYllent.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
31,609.72
79.883.42
(11)
(12)
(13)
(14)
111.493 14
66,594.96
.00
66,594.96
NOTE:
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00
66,594.96
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
(19)=
.00
2,996.77
.00
.00
2,996.77
""'.."'....-. l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-17-2004 CD003700 149.84 3,000.00
TOTAL TAX CREDIT 3,149.84
BALANCE OF TAX DUE 153.07CR
INTEREST AND PEN. .00
TOTAL DUE 153.07CR
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. , ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE '1/ '\.
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 B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to eppraise and assess transfer Inheritance Texes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
PAVMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENAL TV:
INTEREST:
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF HILLS. AGENT
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 t~e 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 I or
speaking needs: 1-800-447-3020 (TT only).
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 object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administrativelY correctable errors.
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (570) discount of
the tax paid is allowed.
The 1570 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) 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 (670) 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 rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2004 are:
Interest Daily Interest Daily Interest
Rate Factor Vear Rate Factor Vear Rate
ZJi7."'""'"" -:D"il"fim ~-1991 ~:1iDD!'OI" m1 ~
1670 .000438 1992 970 .000247 2002 670
1170 .000301 1993-1994 770 .000192 2003 570
1370 .000356 1995-1998 970 .000247 2004 470
lOX .000274 1999 77. .000192
lOX .000274 2000 77. .000192
Vear
rID
1983
1984
1985
1986
1987
Daily
Factor
.~
.000164
.000137
.000110
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 02/28/2005
GALLION SUSAN E
1769 NORMANDIE DRIVE
YORK, PA 17404
RE: Estate of THOMPSON MARY E
File Number: 2004-01066
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.6 (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 is due by:
03/01/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GL6R~~
Clerk of the Orphans' Court
cc: File
Counsel
Judge
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 02/28/2005
THOMPSON GARY W
64 WESTWOOD CRT
ENOLA, PA 17025
RE: Estate of THOMPSON MARY E
File Number: 2004-01066
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.6 (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 is due by:
03/01/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GL~~~
Clerk of the Orphans' Court
cc: File
Counsel
Judge
Name of Decedent:
CERTIFICATION OF NOTICE UNDER RULE 5.61al
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Date of Death:
Will No.
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Dldt, "
Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) ;jthe Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on Ol/-tEmlbea- I '1 ~..o'/.
I
Name Address
C::4~ J H-6(h~O'n toLl We<;:{ w<>.;() Cp:r; e lvol4., ~)}.....5'
<
St{5~10 r:;ALLf~ J7t'1 ~ DR. Mt4IJf> ~ ~ j) /l. . 'lOp-/:. .pt(. 17'16"
J
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: YJ1 ~ '-I
I
./
.JbO!>
-AzjI4<~
Sigf:j
------
Name G ft 0-'1 11-1 t> fh1!:o^,
Address C, if pJ es. -r W""r;;. C p-;-,
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Telephone 0., ) 13,;) - I D 3 $?"
Capacity: ~~ersonal Representative
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,;
_Counsel for personal representative
o
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: ~\a \(''<1 \=-
\ \ -- \~~
Will No. WC)4- - 0 \ 0 ~ ~
Date of Death:
'\ "^ 0 <N\ ~ <;, c""\ \f\
(~ 4--
Admin. No. '2~ \ - Dt - \ 0 \. <l (\,)
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on
Name
Address
S\)"C.;d'{\ E _ ()d. \\\<'\\\
Ga{''i .~ ,\\\(~'M~'S,(~V\
nl9~ \\16{' M~Y\~\ ~~"~tl~~ ~ ~
l,A \;k -,; \ CD ~ C-A \'/1<J1--
-E '{\C)\~ I \S (i02.:s
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: '?:, - c;:" -as
Signature
~-0'\''i_.~~~)
NameC::J"C~;?I.\(\ _ t"_ Ga\(\c~n
Address \7L,c~ Nc>~ I\i\.dl/\l\~ ~('\
"<o~v. ~ A.
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Telephone (')\? ----'lJp7 - '7 '? 04--.
Capacity: ~ Personal Representative
C.:"
_Counsel for personal representative
i>-
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
BUREAU OF INDIVIDUALTIollES'
INHERITANCE TAX DIVISION
PO BDX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEI1ENT, ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS, AND ASSESSMENT OF TAXON
.JOINTLY HELD DR TRUST ASSETS
REV-1548 EX AFP (03-05)
, ~: 35
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
06-27-2005
THOMPSON
11-13-2004
21 04-1066
CUMBERLAND
204-03-6895
05110101
AIIo...t RNitted
MARY
E
(-
MILLARD WTHOMPSON
64 WESTWOODCT
ENOLA PA 17025
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ...
A"'-~'1r"J:~J.1rG~~1....................................................................................
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLONANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 06-27-2005
ESTATE OF THOMPSON
MARY
E DATE Of DEATH 11-13-2004
COUNTY
CUMBERLAND
fILE NO. 21 04-1066
TAX RETURN WAS:
S.S/D.C. NO. 204-03-6895
(X) ACCEPTED AS fILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
05110101
fINANCIAL INSTITUTION: WACHOVIA BANK NA
ACCOUNT NO.
1000653976687
TYPE OF ACCOUNT: () SAVINGS (XI CHECKING ( ) TRUST ( ) TIME CERTIfICATE
DATE ESTABLISHED 06-25-1981
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
.00
0.500
.00
.00
.00
.15
.00
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION Of THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER Of WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER Of WILLS, AGENT."
TAX CREDITS:
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 THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. )
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
*'
INFORMATION NOTICE
TAXPAYE~~~~~~~!CE
REV-154! EX AFP [09-001
FILE
-,~CN
'DATE
NO. 21 04-1066
05107296
03-02-2005
TYPE OF
ACCOUNT
o SAVINGS
[Xl CHECKING
o TRUST
o CERTIF.
FORHS TO:
** GARY W THOMPSON
64 WESTWOOD ST
ENOLA PA 17025
E5TZDifFf\i~~~5E rr;"O"P$)t)
5.5. NO. 204-03-6895
DATE OF qE~r-tt:. (1)-13-2004
COUNT~>F,i ';-'~..tJMB.Ell~-AND
01 REHITPAYHENT AND
" REGISTER 'OF WILLS
CUMBERLAND CO COURT
CARLISLE, PA 17013
HOUSE
WACHOVIA BANK NA has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If you feel this information is incorrect, please obtain written correction frail the financial institution, attach a copy
to this forll and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of Pennsylvania. Questions lIay be answered by calling (717) 787-83Z7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1010084283599 Date 02-09-2004
Established
x
74,691.72
50.000
37,345.86
.15
i,f;91.88
To insure proper credit to your account, two
(Z) copies of this notice must accompany your
paYllent to the Register of Wills. Make check
payable to: "Register of Wills, Agent".
Account Balance
Percent Taxable
Amount Subject to
Tax Rate
Potential Tax Due
x
Tax
;.j ~ < 1~
,
NOTE: If tax payments are made within three
(3) months of the decedent.s date of death,
you may deduct a 5% discount of the tax due.
Any inheritance tax due will become delinquent
nine (9) lIonths after the date of death.
f"
PART
[!]
A.
[ CHECK ]
ONE
BLOCK B.
ONLY
c.
TAXPAYER RESPONSE
[] The above information and tax due is correct.
1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or you may check box "A" and return this notice to the Register of
Wills and an official assessment will be issued by the PA Department of Revenue.
[] The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
to be filed by the decedent.s representative.
[] The above inforllation is incorrect and/or debts and deductions were paid by you.
You must complete PART ~ and/or PART ~ below.
PART
@]
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PART
[3]
TAX RETURN - COMPUTATION
If you indicate a different tax rate, please state your
relationship to decedent:
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
OF TAX ON JOINT/TRUST ACCOUNTS
I
2
3 X
4
5
6
7 X
8
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on Line 5 of Tax Computation)
of perjury, I declare that the facts I
of my knowledge and belief. HOME
I
$
correct and
(> ~-II"'-c~-
DATE
GENERAL INFORMATION
1. fAILURE TO RESPOND WILL RESULT IN AN OffICIAL TAX ASSESSMENT with applicable interest based on information
submitted by the financial institution.
Z. Inheritance tax becomes delinquent nine months after the decedent's date of death.
3. A joint account is taxable even though the decedent's name was added as a matter of convenience.
4. Accounts (inCluding those held between husband and wife) which the decedent put in joint names within one year prior to
death are fullY taxable as transfers.
5. Accounts established jointly between husband and wife more than one year prior to death are not taxable.
6. Accounts held by a decedent "in trust for" another or others are taxable fully.
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
1. BLOCK A - If the information and computation in the notice are correct and deductions are not being claimed, place an "X"
in block "A" of Part I of the "Taxpayer Response" section. Sign two copies and submit them with your check for the amount of
tax to the Register of Wills of the county indicated. The PA Department of Revenue will issue an official assessment
(Form REV-1548 EX) upon receipt of the return from the Register of Wills.
Z. BLOCK B - If the asset specified on this notice has been or will be reported and tax paid with the PennSYlvania Inheritance
Tax Return filed by the decedent's representative, place an "X" in block "B" of Part 1 of the "Taxpayer Response" section. Sign one
COpy and return to the PA Department of Revenue, Bureau of Individual Taxes, Dept Z80601, Harrisburg, PA l7lZ8-o6ol in the
envelope provided.
3. BLOCK C - If the notice information is incorrect andlor deductions are being claimed, check block "C" and complete Parts Z and 3
according to the instructions below. Sign two copies and submit them with your check for the amount of tax payable to the Register
of Wills of the county indicated. The PA Department of Revenue will issue an official assessment (Form REV-1548 EX) upon receipt
of the return from the Register of Wills.
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
1. Enter
NOTE:
the date the account originally was established or titled in the manner existing at date of death.
For a decedent dying after lZ/lZ/8Z: Accounts which the decedent put in joint names within one (1) year of death are
taxable fully as transfers. However, there is an exclusion not to exceed $3,000 per transferee regardless of the value of
the account or the number of accounts held.
If a double asterisk (MM) appears before your first name in the address portion of this notice, the $3,000 exclusion
alreadY has been deducted from the account balance as reported by the financial institution.
Z. Enter the total balance of the account inclUding interest accrued to the date of death.
3. The percent of the account that is taxable for each survivor is determined as follows:
A. The percent taxable for joint assets established more than one year prior to the decedent's death:
DIVIDED BY TOTAL NUMBER OF DIVIDED BY TOTAL NUMBER OF X 100 PERCENT TAXABLE
JOINT OWNERS SURVIVING JOINT OWNERS
Example: A joint asset registered in the name of the decedent and two other persons.
1 DIVIDED BY 3 (JOINT OWNERS) OIVIDED BY Z (SURVIVORS) = .167 X 100
16.7% (TAXABLE FOR EACH SURVIVOR)
B. The percent taxable for assets created within one year of the decedent's death or accounts owned by the decedent but held
in trust for another individual(s) (trust beneficiaries):
1 DIVIDED BY TOTAL NUMBER OF SURVIVING JOINT
OWNERS OR TRUST BENEFICIARIES
X 100
PERCENT TAXABLE
Example: Joint account registered in the name of the decedent and two other persons and established within one year of death by
the decedent.
1 DIVIDED BY Z (SURVIVORS) = .50 X 100 50% (TAXABLE FOR EACH SURVIVOR)
4. The amount subject to tax (line 4) is determined by multiplying the account balance (line Z) by the percent taxable (line 3).
5. Enter the total of the debts and deductions listed in Part 3.
6. The amount taxable (line 6) is determined by subtracting the debts and deductions (line 5) from the amount SUbject to tax (line 4).
7. Enter the appropriate tax rate (line 7) as determined below.
Date of Death Spouse Lineal Sibling Collateral
07101/94 to 12/31/94 3% 6Y. 15% 157-
01/01/95 to 06/30/00 0% 6% 15% 157-
07101/00 to present 0% 4.5%. 12% 15%
MThe tax rate .mposed on the net value of transfers from a deceased ch.ld 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%.
The lineal class of heirs includes grandparents, parents, children, and lineal descendents. "Children" includes natural children
whether or not they have been adopted by others, adopted children and step children. "Lineal descendents" includes all children of the
natural parents and their descendents, whether or not they have been adopted by others, adopted descendents and their descendants
and step-descendants. "Siblings" are defined as individuals who have at least one parent in common with the decedent, whether by blood
or adoption. The "Collateral" class of heirs includes all other beneficiaries.
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowable debts and deductions are determined as follows:
A. You legally are responsible for payment, or the estate subject to administration by a personal representative is insufficient
to pay the deductible items.
B. You actually paid the debts after death of the decedent and can furnish proof of payment.
C. Debts being claimed must be itemized fully in Part 3. If additional space is needed, use plain paper 8 l/Z" x II". Proof of
payment may be requested by the PA Department of Revenue.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
THOMPSON GARY W
64 WESTWOOD CRT
ENOLA, PA 17025
n__n__ fold
ESTATE INFORMATION: SSN: 204-03-6845
FILE NUMBER: 2104-1066
DECEDENT NAME: THOMPSON MARY E
DA TE OF PAYMENT: 08/25/2005
POSTMARK DATE: 08/24/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 11/13/2004
NO. CD 005725
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
05107296 I $100.00
I
I
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I
I
I
I
I
TOTAL AMOUNT PAID:
$100.00
REMARKS:
CHECK# 549
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
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COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES
DEPARTMENT OF REVENUE
Dear Register of Wills:~
Enclosed you will find: Mcheck(s) Ddoc;um.nt;(s) which were received by the Department of Revenue in error.
These may be processed according to no~maT procedures.
REMINDER: The POST MARK DATE on envelope a"ached to any checks enclosed must appear on your
Official Receipt. O~ : I . C-:. _.] S:E
Thank you.
rLl
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Sincerely,
John Murphy, Chief
Inheritance Tax Division
(717) 787-6201
-
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11
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
'* INFORMATION NOTICE
" ,",,-.r" , -'I'''~ "".AND
.::). i-\.U...,rf..(jC~Y.ER RESPONSE
REV-1543 EX AFP 1I~-a.o1_
:1
FILE
ACN
DATE
NO. 21
051
03-
4-1066
7295
2-2005
~~ SUSAN E GALLION
1769 NORMANDIE DR
YORK PA 17404
TYPE F ACCOUNT
Ii:' '. -9 r; iEst.3 raF MARY E THOMPSON 0 SAVINGS
S. S. NO. 204-03-6895 [Xl CHECKING
DATE OF DEATH 11-13-2004 0 TRUST
COUNTY CUMBERLAND 0 CERTIF.
REHIT PAYHENT AND FOR S TO:
REGISTER OF WILLS
CUMBERLAND CO COURT H USE
CARLISLE, PA 17013
WACHOVIA BANK NA has provided the Department with the information listed below which has been used ili1
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/be~eficiary of
this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the!Commonwealth
of Pennsylvania. Questions may be answered by calling (717) 787-8327. !
COMPLETE PART 1 BELOW ~ . . SEE REVERSE SIDE FOR FILING AND PAYMENT .lN5TROCn
Account No. 1010084283599 Date 02-09-2004
Established
Account Balance
Percent Taxable
Amount Subject to
Tax Rate
Potential Tax Due
x
74,691.72
50.000
37,345.86
.15
5,601.88
TAXPAYER RESPONSE
To insure proper credit to your acco nt, two
(2) copies of this notice must acco.. any your
payment to the Register of Wills. H ke check
payable to: "Register of Wills, Agen ".
x
NOTE: If tax payments are made with n three
(3) months of the decedent's date of death,
you ..ay deduct a 5% discount of the ax due.
Any inheritance tax due will become elinquent
nine (9) months after the date of de tho
Tax
PART
[!]
LINE l. Dah. Fo::tabli!li:hed 1
2. Account Balance 2
3. Percent Taxable 3
4. Amount Subject to Tax 4
5. Debts and Deductions 5
6. Amount Taxable 6
7. Tax Rate 7
8. Tax Due 8
PART
@]
DATE PAID PAYEE
above information and tax due is correct.
You may choose to remit payment to the Register of Wills with two copies of this notice obtain
a discount or avoid interest, or you may check box "A" and return this notice to the Register of
Wills and an official assessment will be issued by the PA Department of Revenue.
[CHECK ]
ONE
BLOCK
ONLY
B. [] The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance
to be filed by the decedent's representative.
C. [] The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART ~ and/or PART ~ below.
PART If you indicate a differe~x rate,~~se s~te your
@] relationship to decedent: ~t ~ ~ ---!!E!. ~
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST
x
x4,s
\\C~\k~~
DEBTS AND
DESCRIPTION
TOTAL (Enter on Line 5 of Tax Computation)
$
perjury, I declare that the facts I
knowledge and belief.
A
have reported above
HOME ('7 ,
WORK ('7 \
TELEPHONE
correc
and
~-C\S
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT with applicable interest based on information
submitted by the financial institution.
Z. Inheritance tax becomes delinquent nine months after the decedent's date of death.
3. A joint account is taxable even though the decedent's name was added as a matter of convenience.
4. Accounts (including those held between husband and wife) which the decedent put in joint names within one year prior to
death are fully taxable as transfers.
5. Accounts established jointly between husband and wife more than one year prior to death are not taxable.
6. Accounts held by a decedent "in trust for" another or others are taxable fully.
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
1. BLOCK A - If the information and computation in the notice are correct and deductions are not being claimed, place an "X"
in block "A" of Part 1 of the "Taxpayer Response" section. Sign two copies and submit them with your check for the amount of
tax to the Register of Wills of the county indicated. The PA Oepartment of Revenue will issue an official assessment
(Form REV-1548 EX) upon receipt of the return from the Register of Wills.
Z. BLOCK B - If the asset specified on this notice has been or will be reported and tax paid with the Pennsylvania Inheritance
Tax Return filed by the decedent's representative, place an "X" in block "8ft of Part 1 of the "Taxpayer Response" sBction~ Sign one
COpy and return to the PA Department of Revenue, Bureau of Individual Taxes, Dept Z8060l, Harrisburg, PA l7lZ8-060l in the
envelope provided.
3. BLOCK C - If the notice information is incorrect andlor deductions are being claimed, check block "C" and complete Parts Z and 3
according to the instructions below. Sign two copies and submit them with your check for the amount of tax payable to the Register
of Wills of the county indicated. The PA Department of Revenue will issue an official assessment (Form REV-1548 EX) upon receipt
of the return from the Register of Wills.
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
1. Enter
NOTE:
the date the account originally was established or titled in the manner existing at date of death.
For a decedent dying after lZ/lZ/8Z: Accounts which the decedent put in joint names within one (1) year of death are
taxable fully as transfers. However, there is an exclusion not to exceed $3,000 per transferee regardless of the value of
the account or the number of accounts held.
If a double asterisk (WW) appears before your first name in the address portion of this notice, the $3,000 exclusion
already has been deducted from the account balance as reported by the financial institution.
Z. Enter the total balance of the account including interest accrued to the date of death.
3. The percent of the account that is taxable for each survivor is determined as follows:
A. The percent taxable for joint assets established more than one year prior to the decedent's death:
1 DIVIOEO BY TOTAL NUMBER OF DIVIDEO BY TOTAL NUMBER OF X 100 PERCENT TAXABLE
JOINT OWNERS SURVIVING JOINT OWNERS
Example: A joint asset registered in the name of the decedent and two other persons.
1 OIVIDEO BY 3 (JOINT OWNERS) OIVIOEO BY Z (SURVIVORS) = .167 X 100
16.7% (TAXABLE FOR EACH SURVIVOR)
B. The percent taxable for assets created within one year of the decedent's death or accounts owned by the decedent but held
in trust for another individual(s) (trust beneficiaries):
1 DIVIDED BY TOTAL NUMBER OF SURVIVING JOINT
OWNERS OR TRUST BENEFICIARIES
X 100
PERCENT TAXABLE
Example: Joint account registered in the name of the decedent and two other persons and established within one year of death by
the decedent.
1 DIVIOED BY Z (SURVIVORS) = .50 X 100 50% (TAXABLE FOR EACH SURVIVOR)
4. The amount subject to tax (line 4) is determined by multiplying the account balance (line Z) by the percent taxable (line 3).
5. Enter the total of the debts and deductions listed in Part 3.
6. The amount taxable (line 6) is determined by subtracting the debts and deductions (line 5) from the amount subject to tax (line 4).
7. Enter the appropriate tax rate (line 7) as determined below.
WThe tax rate lmposed on the net value of transfers from a deceased Chlld 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%.
The lineal class of heirs includes grandparents, parents, children, and lineal descendents. "Children" includes natural children
whether or not they have been adopted by others, adopted children and step children. "Lineal descendents" includes all children of the
natural parents and their descendents, whether or not they have been adopted by others, adopted descendents and their descendants
and step-descendants. "Siblings" are defined as individuals who have at least one parent in common with the decedent, whether by blood
or adoption. The "Collateral" class of heirs includes all other beneficiaries.
Date of Death Spouse Lineal Sibling Collateral
07/01/9ct to 12/31/94 3% 6% 15% 15%
01/01/95 to 06/30/00 0% 6% ' 15% 15%
07/01/00 to present 0% 4.5%. 12% 15%
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowable debts and deductions are determined as follows:
A. You legally are responsible for payment, or the estate subject to administration by a personal representative is insufficient
to pay the deductible items.
B. You actually paid the debts after death of the decedent and can furnish proof of payment.
C. Debts being claimed must be itemized fully in Part 3. If additional space is needed, use plain paper 8 l/Z" x II". Proof of
payment may be requested by the PA Oepartment of Revenue.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
INHERITANCE AND ESTAT
OFFICIAL RECEIPT
RECEIVED FROM:
GALLION SUSAN E
1769 NORMANDIE DRIVE
YORK, PA 17404
___n_h fold
ESTATE INFORMATION: SSN: 204-03-6845
FILE NUMBER: 2104-1066
DECEDENT NAME: THOMPSON MARY E
DA TE OF PAYMENT: 11/09/2005
POSTMARK DATE: 10/31/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 11/13/2004
TOTAL AMOUNT P
REMARKS:
CHECK#1529
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
REV-1162 X(11-96)
E TAX
NO. CD 005 985
ACN
SSESSM ENT AMOU~ T
CONTROL
NUMBER
--------
05107295 I $1,681. )0
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AID: $1,681. PO
GLENDA FARNER STRASBAL GH
REGISTER OF WillS
A
REv-1500 EX (6-00)-
OFFICIAL USE ONLY
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
. HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
")..L-~~
COUNTY CODE YEAR.
-"-~~~~
NUMBER
SOCIAL SECURITY NUMBER
~DLJ - 03 - 0~~
to-
Z
W
Q
W
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E (LAST, FIRST, AND MIDDLE INITIAL
D P$b,.) r.
DATE OF EATH (MM-DD-YEAR)
11- 13 -;) &c:::::. '+ D 5 - ~ '-{ - I ~
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISjrER OF WILLS
SOCIAL SECURITY NU BER
o 2. Supplemental Retum
o 4a. Future Interest Compromise (date of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy of Trust)
o 10. Spousal Poverty Credit (dale ofdealf1 between 12-31.91 and 1-1-95)
o 3. Remainder Retum (dale of dealf1 poor to 12-13-82)
o 5. Federal ES'!3te Tax Retum Required
8. Total Number of Safe Deposit Boxes
o 11. Election to: tax under Sec. 9113(A) (Attach Sch 0)
I
FIRM NAME (If Applicable)
TELEPHONE NUMBER
73.",;;)..- l t::>3g""
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. JoinUy Owned Property (Schedule F)
o Separate Billing Requested
14. Net Value Subject to Tax (Line 12 minus Line 13)
COMPLETE MAILING ADDRESS , \ '
h Y {,)J<?STW~cSD C~
i? /.J D L rt t PC('. l J 02-5"
(1)
(2)
(3)
(4)
(5)
OFFICIAL USE ONLY
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7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. TotI! Gross AI.- (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)
3 7, 3l.j.~ '~,
,:.-
-!'?'
-
-
-
(6)
(7)
(9)
(10)
d ,/<5:3
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(11) ~ (~-S. CO
(12) 3 s-' I ,-,.. ~ b
I
(13)
(14) 3 S b;>. 8" ~
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
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
~<-
.:3~ JbCj..
)
x .0_ (15)
x .0 ...45 (16)
x .12 (17)
x .15 (18)
(19)
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
20.0
Decedent's Complete Address:
STREET ADDRESS b rJ AlOUE (2
~
<.
CITY
-e-
~
Tax Payments and Credits:
1. Tax DUe '(Page 1 line 19) "
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1) .'
Total Credits (A + B + C ) (2)
3. InteresVPenalty it applicable
D. Interest
E. Penalty
TotallnteresVPenalty ( 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 + SA. This is the BALANCE DUE. (5B)
Make 'Check Payable to: REGISTER OF WILLS, AG~NT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. ~.idr:~~d;:t~::~ ~n:;~:f ~~::property tranSferred;............................:....:........................................................ r:L- ~
t ::;~ ~h~e:~:i~~:~s;~~::t~:~..~.~.~~~.~~.~~.~~.~.~~.~~~.~.~~.~~.~~~~.~.;.:::::::::::::::::::::::::::::::::::::::::::: 0 ~
d. receive the promise for lite of eittler payments, t>enefitsot c:are? ...................................................................... W 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? .............. D W
4. ~~~::e::~~:~ I::::~o~~ti~~~~~~.~~~.~~'..~~~~i.~:.~~..~.~.~~.~~~~~~~~~~.:.~~.~..~~~~~......,............... 0 ~
IF THE ANSWER yo ANY ()F 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 retum, including accompanying'schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
ADDRESS
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
ADDRESS
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)l.
For dates of death on or after January 1, 1995, the tax rate imposed on the net valueoftraosfers to or .for' t1ie use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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 paren~ 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 decedenfs 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
'). ,J{1dividual who has at least one parent in common with the decedent, whether by blood or adoption.
.;", ' \
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._-""".",.
. --~.,..".
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
FILE NUMBER
If an asset was made joint within one year of the decedenfs date of death, It must be reported on Schedule G.
,
SURVIVING JOINT TENANT(S) NAME ADDRESS ! RELATIONSHIP TO DECEDENT
,
A. G f\{~, 1 Hotv' fSl'".J ~L/ ~~S'Ttu~u:b C~ SD~
f? 10 D 1- A. {? ell . " ~ )... ,>"-
\
B. ,
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C.
JOINTLY -OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include nlll1e of financial institution and balk account number or similll' identifying number. AlIach DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT deed for joinUy-heId real estate. VALUE OF ASSET INTEREST DECEDENTS INTEREST
1. A. WAChbV'~~ ~~cl::- S 'I ~'f5: 8'~
,
~
I
I .
TOTAL (Also enter on line 6, RecaPitulati4n) $
.. I
(If more space IS needed, Insert additional sheets of the same size)
REVtil511 EX+ (12-99) .
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM I
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES: C + ' ! ~ f.(~
1. 1( Q Iv\.t"r 1 ~ /J4
.s::. '-e Y>-t....-h.L l..+ .;t. ~ "8' S-
-f /OtJ
1- J-Dw~r s
~ .
I Y) n e c,- $d~
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal 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 I
City State _ Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $ ,2J / 'if 3-
(If more space is needed, insert additional sheets of the same size) I
. . REV!IlS13 EX+ (9-00.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
tJ1tl
'O,.J
FILE NUMBER
a
RELATIONSHIP TO DECEDENT
Do Not Lilt TrUstee(I)
()bl.
AMOUNT OR SHARE
OF ESTATE
1.
NAME AND ADDRESS OF PERSON(S) RECEIVING P OPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
G Sec. 9116 (a) (1.2))
&:'J~s~:;:c~-
;z- '" j) L II- ) (j> c;. n" 2/5
S~t--J
37 '3 yt:,~" ~L
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NUMBER
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ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV.1500 COVE~ SHEET
n 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.
I
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET i$
(If more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
GALLION SUSAN E
1769 NORMANDIE DRIVE
YORK, PA 17404
____un fold
ESTATE INFORMATION: SSN: 204-03-6845
FILE NUMBER: 2104-1066
DECEDENT NAME: THOMPSON MARY E
DATE OF PAYMENT: 02/03/2006
POSTMARK DATE: 02/02/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 11/13/2004
NO. CD 006279
ACN
ASSESSM ENT
CONTROL
NUMBER
AMOUNT
101 I $17.75
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TOTAL AMOUNT PAID:
$17.75
REMARKS: GALLION DONALD R
GALLION SUSAN E
CHECK# 1664
SEAL
INITIALS: CM
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
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BUREAU OF INDIVIQI1A['il'AKE~;-
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REV-1607 EX AFP (03-05)
...);",
,
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~.;.i
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-23-2006
THOMPSON
11-13-2004
21 04-1066
CUMBERLAND
05107296
MARY
E
(",\.r-.,
GARY."" W THOMPSON
64 WESTWOOD ST
ENOLA PA 17025
Anount Renitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subnit the upper portion of this forn with your tax paynent.
CUT ALONG THIS LINE
-+
RETAIN LOWER PORTION FOR YOUR RECORDS
+-
---------------------------------------------------------------------------
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT KKK
ESTATE OF THOMPSON MARY E FILE NO.21 04-1066 ACN 05107296 DATE 01-23-2006
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-10-2005
PRINCIPAL TAX DUE: 1,680.56
PAYMENTS (TAX CREDITS):
INT
AT
REV
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
EREST IS CHARGED THROUGH 02-07-2006 TOTAL TAX CREDIT .00
THE RATES APPLICABLE AS OUTLINED ON THE
ERSE SIDE OF THIS FORM.* BALANCE OF TAX DUE 1,680.56
INTEREST AND PEN. 44.49
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 1,725.05
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
pJ(
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
, ;
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NO.
COUNTY
ACN
REV.1S47 EX (06.oSl PC
02-13-2006
THOMPSON
11-13-2004
2104-1066
Cumberland
101
MARY E
GARY THOMPSON
64 WESTWOOD CT-
ENOLA PA 17025
Appeal Date: 04-14-2006
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUT ALONG THIS LINE c:> RETAIN LOWER PORTION FOR YOUR RECORDS ~
- R-eV:154Y EX-(Cf6-0Sfpc - -- - - - - - - - - - - -Notjc-e- b-F -fN~fERiiA-NCE- TAX APPRAjs-eMe-Nt-,- A-CLOWAtfCE-OR- -- - - - - - - - - - - - - - - - - - - - - - - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
THOMPSON MARY E FILE NO. 2104-1066 ACN 101
TAX RETURN WAS: ([8l) ACCEPTED AS FILED (D) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
ESTATE OF
DATE 02-13-2006
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/ Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
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
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16,17 and 18 will
that include the total of ALL returns assessed to date.
(1 )
(2)
(3)
(4)
(5)
(6)
(7)
0.00
000
0.00
0.00
35,345.86
0.00
0.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
35,345.86
(9)
(10)
2,183.00
0.00
(11) 2,183.00
(12) 33,162.86
(13) 0.00
(14) 33,162.86
reflect figures
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 taxable at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15) 0.00 X .00 0.00
(16) 35,162.86 X .045 1,582.33
(17) 0.00 X .12 0.00
(18) 0.00 X .15 0.00
(19) 1 ,582.33
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-24-2005 CD005725 0.00 100.00
TOTAL TAX CREDIT 100.00
BALANCE OF TAX DUE 1,482.33
INTEREST 45.37
TOT AL DUE 1,527.70
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE S'DE OF THIS FORM FOR INSTRUCTIONS.) (!J
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REV-1607 EX AFP (03-05)
GARY THOMPSON
64 WESTWOOD CT
ENOLA
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-13-2006
THOMPSON
11-13-2004
21 04-1066
CUMBERLAND
101
MARY
E
PA 17025
Anount Renitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subnit the upper portion of this forn with your tax paynent.
CUT ALONG THIS LINE
-+
RETAIN LOWER PORTION FOR YOUR RECORDS
+-
---------------------------------------------------------------------------
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF THOMPSON
MARY
E FILE NO.21 04-1066
ACN 1 01
DATE 02-13-2006
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-13-2006
PRINCIPAL TAX DUE: 1,582.33
PAYMENTS (TAX CREDITS):
PAYMENT
DATE
08-24-2005
RECEIPT
NUMBER
CD005725
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
AMOUNT PAID
100.00
INTEREST IS CHARGED THROUGH 02-28-2006
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM.*
TOTAL TAX CREDIT
100.00
BALANCE OF TAX DUE
1,482.33
INTEREST AND PEN.
45.37
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
TOTAL DUE
1,527.70
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J
()
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
P OJ
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
REV-1604 EX AFP (03-05)
GARY W THOMPSON
64 WESTWOOD ST
ENOLA PA 17025
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSNI'DC
ACN
02-16-2006
THOMPSON
11-13-2004
21 04-1066
CUMBERLAND
204-03-6895
05107296
Anount Renitted
MARY
E
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-1604 EX AFP (03-05)
-- INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS __
DATE 02-16-2006
ESTATE OF THOMPSON
MARY
E DATE OF DEATH 11-13-2004
COUNTY
CUMBERLAND
FILE NO. 21 04-1066
ADJUSTMENT BASED ON:
S.S/D.C. NO. 204-03-6895
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
05107296
FINANCIAL INSTITUTION: WACHOVIA BANK NA
ACCOUNT NO.
1010084283599
TYPE OF ACCOUNT: () SAVINGS (X) CHECKING () TRUST () TIME CERTIFICATE
DATE ESTABLISHED 02-09-2004
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
.00
0.500
.00
.00
.00
.45
.00
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER.OF WILLS
AT THE ADDRESS SHO~N ABOVE.
MAKE CHECK OR MONEY ORD~R'PAYABLE:
TO: "REGISTER OF WILLS, AGENT."
, ,
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE
· IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. nJl
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), 1<.1'
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
I' .
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
Joan Peters
ACN
2104-1066
05107296
REVIEWED BY
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The above referenced Account Control Number has been adjusted to zero since the joint
bank account was reported on the Inheritance Tax Return.
ROW
Paqe 1
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REV-1607 EX AFP (03-05)
~ j
,. \..,.i
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-21-2006
THOMPSON
11-13-2004
21 04-1066
CUMBERLAND
101
MARY
E
GARY THOMPSON
64 WESTWOOD CT
ENOLA
Allount Rellitted
PA 17025
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax payment.
CUT ALONG THIS LINE
--+ RETAIN LOWER PORTION FOR YOUR RECORDS
4--
---------------------------------------------------------------------------
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF THOMPSON MARY E FILE NO. 21 04-1066 ACN 101 DATE 02-21-2006
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-06-2006
PRINCIPAL TAX DUE: 1,582.33
PAYMENTS (TAX CREDITS):
INT
AT
REV
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-24-2005 CD005725 .00 100.00
EREST IS CHARGED THROUGH 03-08-2006 TOTAL TAX CREDIT 100.00
THE RATES APPLICABLE AS OUTLINED ON THE
ERSE SIDE OF THIS FORM.* BALANCE OF TAX DUE 1,482.33
INTEREST AND PEN. 47.65
:IE IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 1,529.98
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION .
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REV-1607 EX AFP (03-05)
; ; "~
J
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-21-2006
THOMPSON
11-13-2004
21 04-1066
CUMBERLAND
05107295
MARY
E
SUSAN E GALLION
1769 NORMANDIE DR
YORK PA 17404
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subnit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE
--. RETAIN LOWER PORTION FOR YOUR RECORDS
+-
REV-1607 EX AFP (03-05)
**~ INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF THOMPSON MARY E FILE NO.21 04-1066 ACN 05107295 DATE 02-21-2006
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-17-2006
PRINCIPAL TAX DUE: 1,680.56
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-31-2005 CD005985 .44- 1,681.00
02-02-2006 CD006279 17.75- 17.75
TOTAL TAX CREDIT 1,680.56
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
:IE IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
~&JP
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
THOMPSON GARY W
64 WESTWOOD CRT
ENOLA, PA 1 7025
-------- fold
EST ATE INFORMATION: SSN: 204-03-6845
FILE NUMBER: 2104-1066
DECEDENT NAME: THOMPSON MARY E
DATE OF PAYMENT: 03/20/2006
POSTMARK DATE: 03/1 8/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 11/13/2004
NO. CD 006447
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $ 7 5.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK#1366
SEAL
INITIALS: MG
RECEIVED BY:
REGISTER OF WILLS
$75.00
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
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COMMONWEALTH OF PENNSYLVANIA
~ ~O:CE O~ DEPARTMENT OF REVENUE
RECORDtD VI r-l i. r
BUREAU OF INDIVIDUAL TAXES. E("""~">:rl 0;;' \tl't L(; INHERITANCE TAX
INHERITANCE TAX DIVISION R_\J'~.!UI "f ,d.uSTATEMENT OF ACCOUNT
PO BOX 280601
HARRISBURG PA 17128-0601
'*
REV-1607 EX AFP (03-05)
2006 APR 24 PM 4: 24
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-17-2006
THOMPSON
11-13-2004
21 04-1066
CUMBERLAND
101
Allount Rellitted
MARY
E
CLERK OF
ORPHANtS COURT
CUM8[Plj~ND CO. PA
GARY THOMPSON
64 WESTWOOD CT
ENOLA PA 17025
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE~ PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paynent.
CUT ALONG THIS LINE
--+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT KKK
ESTATE OF THOMPSON MARY E FILE NO.21 04-1066 ACN 101 DATE 04-17-2006
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE~
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-13-2006
PRINCIPAL TAX DUE: 1,582.33
PAYMENTS (TAX CREDITS):
INT
AT
REV
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-24-2005 CD005725 .00 100.00
03-18-2006 CD006447 .00 75.00
EREST IS CHARGED THROUGH 05-02-2006 TOTAL TAX CREDIT 175.00
THE RATES APPLICABLE AS OUTLINED ON THE
ERSE SIDE OF THIS FORM.* BALANCE OF TAX DUE 1,407.33
INTEREST AND PEN. 62.65
. IF PAID AFTER THIS DATE~ SEE REVERSE TOTAL DUE 1,469.98
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $l~
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR) ~
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
c
r-~-'-"----~-
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
:~':($:.g;~~FCEACT:O~NT
REV-1607 EX AFP (03-05)
"f1:':' i' 'I ')
L ,; ...J ~ -'.j
DATE
Pi; r~): iSTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-12-2006
THOMPSON
11-13-2004
21 04-1066
CUMBERLAND
101
MARY
E
GARY THOMPSON
64 WESTWOOD CT
ENOLA
PA 17025
I~
I S"'OIl ~
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this tu.m with your tax payment.
CUT ALONG THIS LINE
--+ RETAIN lOWER PORTION FOR YOUR RECORDS
......
~~~~;;~::RI~B~RG :A- 171
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111111I111111111111111111,,, 1I1111l11l111111HlII, ,1,IIIIIH II
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
GALLION SUSAN E
1769 NORMANDIE DRIVE
YORK, PA 17404
__nn__ fold
ESTATE INFORMATION: SSN: 204-03-6845
FILE NUMBER: 2104-1066
DECEDENT NAME: THOMPSON MARY E
DA TE OF PAYMENT: 07/03/2006
POSTMARK DATE: 07/01/2006
COUNTY: CUMBERLAND
DA TE OF DEATH: 11/13/2004
NO. CD 006913
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $150.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$150.00
REMARKS: ANGELA C THOMPSON
CHECK# 592
SEAL
INITIALS: WZ
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1162 EX(11-961
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
THOMPSON GARY W
432 STONEHEDGE lANE
MECHANICSBURG, PA 17055
___~_n_ fold
ESTATE INFORMATION: SSN: 204-03-6845
FILE NUMBER: 2104-1066
DECEDENT NAME: THOMPSON MARY E
DA TE OF PAYMENT: 05/18/2006
POSTMARK DATE: 05/17/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 11/13/2004
NO. CD 006715
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $25.00
I
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TOTAL AMOUNT PAID:
REMARKS:
CHECK# 1421
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$25.00
GLENDA FARNER STRASBAUGH
REGISTER OF WillS
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CE~ARTMErJT REVENUE
E:,UF:EAU UF T.AXES
S~[::T
i-''::''r~RIS6UR3, 1.28-0601
REV-1162 EX(11-96)
FiECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
THOMPSON GARY W
432 STONEHEDGE lANE
MECHANICSBURG, PA 17055
ESTATE INFORMATION: SSN: 204-03-6845
I FILE NUMBER: 2104-1066
DECEDENT NAME: THOMPSON MARY E
IDA TE OF PAYMENT: 06/16/2006
I POSTMARK DATE: 06/1 5/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 11/13/2004
NO. CD 006843
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
....
...
101 I $60.00
I
I
I
I
I
I
I
I
....
TOTAL AMOUNT PAID:
REMARKS:
CHECI(# 1444
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$60.00
.....
-'-<""
.......-.
GLENDA FARNER STRASBAUGH
REGISTER OF WillS
....
COMMONWEAL TH CF PENNSYLVANIA
DEPARTMENT 0" REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT "280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
THOMPSON GARY W
432 STONEHEDGE LANE
MECHANICSBURG, PA 17055
u______ fold
ESTATE INFORMATION: SSN: 204-03-6845
FILE NUMBER: 2104-1066
DECEDENT NAME: THOMPSON MARY E
DA TE OF PAYMENT: 08/07/2006
POSTMARK DATE: 08/04/2006
COUNTY: CUMBERLAND
DA TE OF DEATH: 11/13/2004
NO. CD 007062
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $150.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: GARY W THOMPSON
CHECK#1484
SEAL
INITIALS: WZ
RECEIVED BY:
REGISTER OF WILLS
$150.00
...
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GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'INHERITANCE TAX
STATEMENT OF ACCOUNT
REV-1607 EX A;
GARY THOMPSON
,.l;4 "'EHW60D C'f.
[HaL'" /)AA-i10d /'
fVl~<:..~. l l..... ~- (I C:S~
tf3:J SivA-e h~
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
L COUNTY
~ACN
07-10-2006
THOMPSON
11-13-2004
21 04-1066
CUMBERLAND
101
MARY
Allount Rellitted
J50.::-~
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax pa
CUT AI'"
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 007151
THOMPSON GARY W
432 STONEHEDGE LANE
MECHANICSBURG, PA 17055
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
____nu fold
101
$150.00
ESTATE INFORMATION: SSN: 204-03-6845
FILE NUMBER: 2104-1066
DECEDENT NAME: THOMPSON MARY E
DATE OF PAYMENT: 08/28/2006
POSTMARK DATE: 07/01/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 11/13/2004
TOTAL AMOUNT PAID:
$150.00
REMARKS: REPLACES RECEIPT 6913
WRONG RECEIVED FROM NAME
CHECK# 592
INITIALS:
MW
SEAL
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
~12Q lo~
0pJCl V'/l ~c-~f ~ (,+:11"3
~'OJ
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
THOMPSON GARY W
432 STONEHEDGE LANE
MECHANICSBURG, PA 17055
_n_n__ fold
ESTATE INFORMATION: SSN: 204-03-6845
FILE NUMBER: 2104-1066
DECEDENT NAME: THOMPSON MARY E
DATE OF PAYMENT: 10/27/2006
POSTMARK DATE: 10/27/2006
COUNTY: CUMBERLAND
DA TE OF DEATH: 11/13/2004
NO. CD 007356
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $150.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: GARY W THOMPSON
CHECK# 1518
SEAL
INITIALS: CM
RECEIVED BY:
REGISTER OF WILLS
$150.00
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
~;:~h~~r~ .~.
mt?cL I p.;. t~:> $~~ :/I(,~;. eN:::"r ;;::lftrt){j, P'U'''!l 3 'f
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
.
REV-1607 EX AF:
o
W""')
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-05-2006
THOMPSON
11-13-2004
21 04-1066
CUMBERLAND
101
MARY
i'
~v THOMPSON 'f';).. ~1Y?1r k
64 'WE3r~66D &r
~eLA PA-118~
.-~, ( :; yll e d \ I P ~. t" t> ~Y
1.-. .!
Allount Rellitted
I !Sty?
MAKE CHECK PAYABLE AND REMIT PAYMENT 1
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account. submit the upper portion of this forll with your tax pay.
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 10/30/2006
GALLION SUSAN E
1769 NORMANDIE DRIVE
YORK, PA 17404
RE: Estate of THOMPSON MARY E
File Number: 2004-01066
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Ruleo6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS I 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: 11/13/2006
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,
~ L~W J1fZ#J/;ff
/.' /
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
\
G\
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 10/30/2006
THOMPSON GARY W
432 STONEHEDGE LANE
MECHANICSBURG, PA 17055
RE: Estate of THOMPSON MARY E
File Number: 2004-01066
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: 11/13/2006
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,
I~J C.,.P' ,P- I!.. n _ jJ
I~ L~UAj)aMLutr~v
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
~
Register of Wills of Cumberland County
Narne of Decedent:
STATUS REPORT UNDER RULE 6.12
tv1 t4t'-y A- I t/omP.s:~
ill/3/oLI
J
d. D04"/ 0 t b L L
Date of Death:
Estate No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration ofthe above-captioned estate:
1. State whetk6"administration of the estate is complete:
Yes ~ No 0
') !fthe answer is No, state when the personal representative reasonahly believes that
the administration will be complete:
3. If the answer to No. I is Yes, state the following:
a. Did the p~nal representative file a final account with the Court?
Yes .[J/" No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the person~ r~sentative state an account informally to the parties in
interest? Yes 12r" No 0
c. Copies of receipts, releases, joinders and approval of formal or infom1al
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date: Il-- ;)..-0. I.
Capacity:
Name
'-i.3~ Sklt,A..~~ latA f/l&ti.J R(1&)~
Address ~ l
(7/7) S-C)'.- ~ 30,
~lephone No.
~rsonal Representative
o Counsel for personal representative
CV" I' : I (I.'
J ;~..:
Qj
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent ~ 1 -E.. '\,\q:::, IN\, \ ""s, 0 \f)
Date of Death: \ \ - \"'3 - ~:tL~O+-'
Estate No.: ~4 --. 0 \ OC(J (r)
Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration ofthe above-captioned estate:
1. l~hether administration of the estate is complete:
Yes ~ No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
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 fomlal or infomlal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
h~~b~ ~.U~
Signature
Date:
IJ.oQ-Q6
S \.) cs. .... \1\ "C... <3- ~ \ \' \ C) (\
Name
r ",""0,[
_ , ,.1=Gfin::;
,SJ~,rH&10
/jj <J
\ 7Cc~ 'NC)'{'"~",6\~ Uf'_
Address '-(o("'~\. t>f\ \l40~
r-z lo'1 - '7 '/04-
Telephone No.
2(' '7i r I I (' I
,,'1 (,c',,, ( !1~~Jn"'lZ
.. " :, ,.; ,.;.. \.,.i rt ;;Uu
Capacity: 0 Personal Representative
o Counsel for personal representative
~
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
COMMONWEALTH OF PENNSYLVANIA
DE"'ARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B0601
HARRISBURG. PA 17128-0601
RECEIVED FROM:
GALLION SUSAN E
1769 NORMANDIE DRIVE
YORK, PA 17404
------.- fold
ESTATE INFORMATION: SSN: 204-03-6845
FILE NUMBER: 2104-1066
DECEDENT NAME: THOMPSON MARY E
DA TE OF PAYMENT: 11/09/2005
POSTMARK DATE: 10/31/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 11/13/2004
REV- 1162 EX( 11 -96)
NO. CD 005985
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
05107295 I $1,681.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$1,681.00
REMARKS:
CHECK# 1529
SEAL
INITIALS: JA
RECEIVED BY:
TAXPAYER
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
PENNSYLVANIA
INHERIT ANCE AND ESTATE TAX
OFFICIAL RECEIPT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
RECEIVED FROM:
GALLION SUSAN E
1769 NORMANDIE DRIVE
YORK, PA 17404
'n~nn fold
ESTATE INFORMATION: SSN: 204-03-6845
FILE NUMBER: 2104-1066
DECEDENT NAME: THOMPSON MARY E
DATE OF PAYMENT: 02/03/2006
POSTMARK DATE: 02/02/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 11/13/2004
REV-1162 EX(11-96)
NO. CD 006279
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $17.75
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$17.75
REMARKS: GALLION DONALD R
GALLION SUSAN E
CHECK# 1664
SEAL
INITIALS: CM
RECEIVED BY:
TAXPAYER
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
t'age t of I
~ DONA~~GA~-~N. ~85'
:f ~ ~7~~R~~I~~~~
r YORK PA 17404 Date \ a. ~~ ..oS
, TELE:717-767.n04
. :::.,~OS'" ~~.\... ~ \.J'oo.I~.~ I $ \\o'<s\~..o
'h..~-",~ ~,,,,,," . ~DOl\'" lil =:::
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Check Number 1529
Amount $1.681,00
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES.,_ .'''I'J-cr,; (WFe: INHERITANCE TAX
IIIIERITAHCE TAX DIVISION ~,{ I,)J.) ':C ,STATEMENT OF ACCOUNT
PO BOX 2110601 " :.
HARRISBURG PA 171211-0601 \_'\
*"
REV-1607 EX AFP (03-05)
\1 ~V~\\~31
l~\1b JUL
GARY THOMPSON
64 WESTWOOD CT
ENOLA
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-10-2006
THOMPSON
11-13-2004
21 04-1066
CUMBERLAND
101
AIIount R_i tteel
MARY
E
PA 17025
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your eccount, s~it the upper portion of this fo~ with your tax peywent.
CUT ALONG THIS LINE
--+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REV-1607 EX AFP (03-05)
~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF THOMPSON MARY E FILE NO. 21 04-1066 ACN 101 DATE 07-10-2006
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUHKARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIeuRE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-13-2006
PRINCIPAL TAX DUE: 1,582.33
PAYMENTS (TAX CREDITS):
INT
AT
REV
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-24-2005 CD005725 .00 100.00
03-18-2006 CD006447 .00 75.00
05-17-2006 CD006715 .00 25.00
06-15-2006 CD006843 .00 60.00
EREST IS CHARGED THROUGH 07-25-2006 TOTAL TAX CREDIT 260.00
THE RATES APPLICABLE AS OUTLINED ON THE
ERSE SIDE OF THIS FORM.~ BALANCE OF TAX DUE 1,322.33
INTEREST AND PEN. 84.56
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 1,406.89
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 210601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,~-r",",r'i,;:r\ (",C~:Ct.IlijHERITANCE TAX
\';i,:I,_,\)\\U,_u ~:-Sl~T~MENT OF ACCOUNT
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-05-2006
THOMPSON
11-13-2004
21 04-1066
CUMBERLAND
101
AlIOUI'lt R_l tted
MARY
E
GARY THOMPSON
64 WESTWOOD CT
ENOLA
PA 17025
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE: To Insure proper credit to your ~count. subIIlt the upper portion of this fore with your t.x p~t.
CUT ALONG THIS LINE
REV-1607 EX AFP (03-05)
---------------------------------------------------------------------------
--+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
... INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF THOMPSON MARY E FILE NO. 21 04-1066 ACN 101 DATE 09-05-2006
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUlttlARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYMENTS. THE CURRENT BALANCE. AND. IF APPLICABLE.
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-13-2006
PRINCIPAL TAX DUE: 1.582.33
PAYMENTS (TAX CREDITS):
INT
AT
REV
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
... SUMMARY OF ALL 006 PAYMENTS ...
08-04-2006 .00 560.00
EREST IS CHARGED THROUGH 09-20-2006 TOTAL TAX CREDIT 560.00
THE RATES APPLICABLE AS OUTLINED ON THE
ERSE SIDE OF THIS FORM.. BALANCE OF TAX DUE 1.022.33
INTEREST AND PEN. 95.34
. IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE 1.117.67
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $I.
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIP' (CR).
YOU KAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX za0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r\i(\r'"',r~,rr'\ "",.-~,~r-..,;;;
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~::r:]CTr-!~~ATEM~NT OF ACCOUNT
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-12-2006
THOMPSON
11-13-2004
21 04-1066
CUMBERLAND
101
Allount Re.i tted
MARY
E
GARY THOMPSON
64 WESTWOOD CT
ENOLA
PA 17025
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your eccount, submit the upper portion of this form with your tax pay..nt.
CUT ALONG THIS LINE
--+ RETAIN LOWER PORTION FOR YOUR RECORDS ...
---------------------------------------------------------------------------
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF THOMPSON MARY E FILE NO.21 04-1066 ACN 101 DATE 06-12-2006
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-13-2006
PRINCIPAL TAX DUE: 1,582.33
PAYMENTS (TAX CREDITS):
INT
AT
REV
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-24-2005 CD005725 .00 100.00
03-18-2006 CD006447 .00 75.00
05-17-2006 CD006715 .00 25.00
EREST IS CHARGED THROUGH 06-27-2006 TOTAL TAX CREDIT 200.00
THE RATES APPLICABLE AS OUTLINED ON THE
ERSE'SIDE OF THIS FORM.* BALANCE OF TAX DUE 1,382.33
INTEREST AND PEN. 77.58
II IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 1..459.91
SIPE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED, AS A "CREDIT"" (CR)..
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
~
BUREAU OF INDIVlDU~.- ~.'=\-'.
llIERITANCE TAX DIVISI.;I'/dl' ,. .J.
PO lOX Z80601 . .
HARRISBURG PA 11128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-1607 EX AFP (03-05)
2nnh 1,10Ui ~ 21 Pi'1 3~ 32
11lhJ ,<
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
11-13-2006
THOMPSON
11-13-2004
21 04-1066
CUMBERLAND
101
Allount R_I UM
MARY
E
CI ~HK OF
WQ.PHI::"\'~ r,nup.T
GARY THOMP ',~[i~:;" u ,~,("O, Pl\
64 WESTWO 'CT'" ,
ENOLA PA 17025
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
NOTE: To Insure proper crMlt to your eccountl ~It the upper portion of this fore with your tax p~t.
CUT ALONG THIS LINE
... RETAIN LOWER PORTION FOR YOUR RECORDS +--
---------------------------------------------------------------------------
REV-1607 EX AFP (03-05)
.** INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF THOMPSON MARY E FILE NO.21 04-1066 ACN 101 DATE 11-13-2006
THIS STATEMENT IS PROVIDED TO ADVISE Of THE CURRENT STATUS Of THE STATED ACH IN THE NAIlED ESTATE. SHOWN BELOW
IS A SlIIIAIY Of THE PRINCIPAL TAX DUEl APPLICATION OF ALL PAYtlENTSI THE CURRENT BALANCEI ANDI If APPLICABLE I
A PROJECTED INTEREST FI8URE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-02-2006
PRINCIPAL TAX DUE: 11582.33
PAYMENTS (TAX CREDITS):
INT
AT
REV
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
... SUMMARY OF !ALL 007 PAYMENTS ...
10-27-2006 .00 710.00
EREST IS CHARGED THROUGH 11-28-2006 TOTAL TAX CREDIT 710.00.
THE RATES APPLICABLE AS OUTLINED ON THE
ERSE SIDE OF THIS FORM.. BALANCE OF TAX DUE 872.33
INTEREST AND PEN. 107.96
. IF PAID AFTER THIS DATEI SEE REVERSE TOTAL DUE 980.29
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( If TOTAL DUE IS LESS THAN .11
NO PAYtlENT IS REIlUIRED.
IF TOTAL DUE IS REfLECTED AS A "CREDI,..' (CR) I
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE Of THIS FORM FOR INSTRUCTIONS. )
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
THOMPSON GARY W
432 STONEHEDGE LANE
MECHANICSBURG, PA 17055
_n_____ fold
ESTATE INFORMATION: SSN: 204-03-6845
FILE NUMBER: 2104-1066
DECEDENT NAME: THOMPSON MARY E
DATE OF PAYMENT: 03/23/2007
POSTMARK DATE: 03/22/2007
COUNTY: CUMBERLAND
DATE OF DEATH: 11/13/2004
NO. CD 007937
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $250.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$250.00
REMARKS:
CHECK#1573
SEAL
INITIALS: CJ
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*
REV-1607 EX AFP (03-05)
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-16-2007
THOMPSON
11-13-2004
21 04-1066
CUMBERLAND
101
MARY
E
GARY THOMPSONr'i
64 WESTWOOD e'r
ENOLA
Amount Remitted
PA 17025
MAKE CHECK PAYABLE AND REMIT PAY~ENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE
-+
RETAIN LOWER PORTION FOR YOUR RECORDS
of-
---------------------------------------------------------------------------
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT ***
ESTATE OF THOMPSON
MARY
E FILE NO. 21 04-1066
ACN 101
DATE 04-16-2007
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-02-2006
PRINCIPAL TAX DUE: 1,582.33
PAYMENTS (TAX CREDITS):
INT
AT
REV
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
*** SUMMARY OF II,LL 008 PAYMENTS ***
03-22-2007 .00 960.00
EREST IS CHARGED THROUGH 05-01-2007 TOTAL TAX CREDIT 960.00
THE RATES APPLICABLE AS OUTLINED ON THE
ERSE SIDE OF THIS FORM.* BALANCE OF TAX DUE 622.33
INTEREST AND PEN. 134.41
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 756.74
l!
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YDU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
qv
- ---
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
THOMPSON GARY W
432 STONEHEDGE LANE
MECHANICSBURG, PA 17055
n______ fold
ESTATE INFORMATION: SSN: 204-03-6845
FILE NUMBER: 2104-1066
DECEDENT NAME: THOMPSON MARY E
DATE OF PAYMENT: OS/21/2007
POSTMARK DATE: 05/18/2007
COUNTY: CUMBERLAND
DATE OF DEATH: 11/13/2004
NO. CD 008192
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $250.00
I
I
I
I
I
I
.
I
I
TOTAL AMOUNT PAID:
$250.00
REMARKS: GARY THOMPSON
CHECK#1588
SEAL
INITIALS: WZ
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX
~~H~~T~=~~oIAX DIVISION ~:CORm:D OFFH~E~ATEMENT OF ACCOUNT
HARRISBURG PA 17128-0601 /"" , "
*'
REV-1607 EX AFP <03-05)
~'
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-18-2007
THOMPSON
11-13-2004
21 04-1066
CUMBERLAND
101
MARY
E
2007 JUN 29 PM I: 16
CLERK OF
GARY THOMPSON ORPHAN'S COURT
64 WESTWOOD clCU\;'f-:;r:-' 'V-', , P4
ENOLA PA 17025
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insu~e prope~ credit to your account, submit the upper po~tion of this fo~m with you~ tax payment.
CUT ALONG THIS LINE
---------------------------------------------------------------------------
......
RETAIN LOWER PORTION FOR YOUR RECORDS
+-
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF THOMPSON
MARY
E FILE NO. 21 04-1066
ACN 101
DATE 06-18-2007
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-02-2006
PRINCIPAL TAX DUE: 1,582.33
PAYMENTS (TAX CREDITS):
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-18-2007
*** SUMMARY OF ~LL 009 PAYMENTS ***
.00
1,210.00
INTEREST IS CHARGED THROUGH 07-03-2007
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM.*
TOTAL TAX CREDIT
1,210.00
BALANCE OF TAX DUE
372.33
INTEREST AND PEN.
140.48
TOTAL DUE
512.81
* IF PAID AFTER THIS DATE, SEE REVERSE
SIDE 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. )
Lp
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.