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Home My WebLink About04-1189 PETITION FOR PROBATE and GRANT OF LETTERS Estate of Betty Louise Steever No. J,l- 01..\. - 'I~q also known as To: Register of Wills for the Deceased. County of Ctnmer1 ;md in the Social Security No. 201-16- 4493 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut nr named in the last will of the above decedent, dated .T~nll~ry 1'; ,XUilll2 and codicil(s) dated (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in CurIDer1and County, Pennsylvania, with h er last family or principal residence at ,44R W~1nllt St , r.~1llp Hi 11 , C~~ J,j; Jl Roro'lgh, p6 17011 (list street, number and muncipality) Decendent, then 78 years of age, died November 8 ~ 2004 , at Mlssi~h Vi1lRgp., Opper Allen 1'wp . Omner1;md Co., PA Except as follows, decedent did not marry, 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: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 100.000.00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ 170,000 00 situated as follows: 3448 1.If~1]:).Pt 5t , Camp Hill, P6 17n11 $770,onn nn Tnt-~l WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters Testamentary (testamentary; administration c.La.; administration d.b.n.~a.) J:] theron. (') ~::u H'I ~o CI i-nO "~ ..,.;:0 _ C;-;', 0 /> ~ '0 -0 . . , -.. ::D ~ ;' ; v ,/ '=--il (J ("") C/J:C:J ~ !! /::JJ r-: N rnrn ~_ X -'.~. .,I'g/Z~ -- c;i93 '"" :Do .- "'. &")~ /"')C) fE' O1ar1es E. teever';OQ ::or O;.-n "'.~ 3448Wa1nllt St. nO-n :x ;,:'''6 ~ : r.~mp Hi 11 J P A 1 70 11 (.J~ 'r;? F= rn ~~ -0 . ~~ .....0 ..... U 3 ~ ~ . . " in OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } 66 COUNTY OF Om1herland The petitioner(s) above. named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best Of the knowledge and belief of petitioner(s) and that as personal represen. tative(s) of the above decedent petitioner(s) will well and tru dminister the estate according to law. ? '" " ., i: ~ ~ No. ),,1-o../.-/J8Q Estate of Betty Louise Steever , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW~D(t.", no. ,qq ,?,()r.)4-_ HK_, in consideration of the petition on !be reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated Januarv 15. 2002 described therein be admitted to probate and filed of record as the last will of Betty Louise Steever ; and Letters Testamentary are hereby granted to Charles E. Steever ~ FEES Probate, Letters, Etc. ......... $~'7D.tJ'D Short Certificates( ).......... $ \~.O() ~~.pn~ $ lo (\() -~p $ID.l1\ TOTAL _ $ ?l)li-.()D (717) 236-8000 Filed .la.-..;?q.-c~AQ+................ PHONE . .. IT" t f death duly filed with me as ""'"'''' ,,'V "",. ." '., e.tl copied Irom an ongIna certllca eo... This is to certify that the informatIon here given IS c.or~ ~ y th' Slate Vital Records Office for permanent filing. . Local Registrar. The original certl/icate will be torwdf e to c. WARNING: It is illegal to duplicate this copy by photostat or photograph. ,,;. . 're 'ill ,", re,"",,". "'" /(1;;;";1;1>;:,. /) 'J ,?It Q.;7' , ""~ ~\ Lac' eglstrar "'~~' ~~ -,. - - - ..,...~ ~~I - ..;., 'I~~ ~c:::ll a; .:J:>,.!:: ~ c.,.) _..f~j' _ ~ ,-*1 .', '-'" 1*1 P 1 0 8 8 6 4 0 9 VJ.,>;;:'..-;~,-,~~"" ./ / _ /;-~9'.:> ;"........ AffN1 \\\"1' Date f'o) "...."..0##1111 c::;::) No. (') """ FH Co .&:-::0 -..- c::J rn CJ ~.-:n wO [JJ 'U (') r'1 .... :J:'J g~r n I~:.~ CJ -:::. m N .--nrn ':::;. ~ ::r:1 \.0 :::0 l"'.::J "'(f)'7. ''''5 O~ " 00 :I> -e, :")Q01 ::J: ~~ :0 '-)C c"'" C") ~'- :0 \.O.:=; rn -0---1 ." c.r~O )> W -'-1 ",",.".. "" COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH. VITAl RECORDS \.0 CERTIFICATE OF DEATH ~AIHT . tHENf :lClNK .... ,~,w I I r-..(. I ENY"SEO!JCATJON E*'-oa/)l ary ,- (0-12)12 !"''''5>) ... DECEDENT'S n.....ffl'li'l'Slll \JAN II" Ih.O_~li'fotdirl ACTUAl. "" .. ResiDeNCE - '. 17d.M:w.~o/ Q..AIY\P ''"- ...... HILL ""od1*soa" -' ,~. ''-' 'SN.ua;,F':Il.MoOOII,Ma. -~ . I'ERSOHACT\NQ,o,sSUCIl . ~&CASEREFEAAEOTOIolEDlCALEAAIolINER<COAOrEl'l? ..I)( ",0 ... ,-- N.ffr.: ou...,~"""""'~la_.ty :""--- 1IllI~..",,~_~...Pll.AT1. :--- . i OUElOlOllAU I: OlJElOIOAASACONSlOtJENCEOF): , : OUEn:lIOllASACOl<lSEOlJE~EOF): i ~AUlOfoSY'INOIHGS MAM;EAOI'OEAlH lM1EO'INJlJ/lY T1MfOl"N.JlJRY INJlJl'IYAlWORl(1 DfSCRl8e HON INJURY OCClJRRED -.&.AIlEPRlclfIlO 'la l........,o.y,......, COMI>t.I!1'1Of\IOFC-WSI: 0 """""n -- HomO;Qo _0 ..0 "- 0 PM<liflg~~ 0 ",0 ..0 0 OPlACfOl'lNJlJRy."'~ratm'WHl.,aclOty.oMc' .. -- CouIcl_boo~....., - ~erc_,~..... ... ... CUTII'IUlICI!edI"""ONI 'CVITIfYIHQ,,"Yt.ICI.lo"(P!lrsoe_~""~Q<J""'___"""'Soc...~aspr~CUlt1Io1'1OC""'P1"""""'231 0 -............'-................,.,..,...,...........u...Ml.I__.......I"-........__...................... , .~AHOCElIlT""'JttQ~.,SICl......(""1SOC....__"""'llc.aor.MI(Ic..."-"'~_<<_"'1 0 T.....o..c......w-.sv-. ....I..Mc_.I....I......40I.. _Qlooc.. _..... '" In.u....(.)...... m....... II "",..,.. 'Ml!DCAl, IlCAMIHER/COIlOHEA On .....bAoi.of..alNnallon .......~In....alllI.llo". I"..., opl"ion. d..lh oc:c"rr.d 'Ilho lIm.. d".. .ndplIU.,nd Cl""lo 'he c"""('I'''d 0 31..-"......1atecl............ ......................_............. ......... .......................... ........ n. REGISTRAII'S SIGNATURE AND Ill"''''BER OAl"EFILEDI"""'ItoOI1_IQI, UwW\~~1 " //-/PP -.?>y . ~ . . LAST WILL AND TESTAMENT OF BETTY LOUISE STEEVER I, BETTY LOUISE STEEVER of Camp Hill, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do ...... make and publish this, my Last will and Testament, hereby => = =fR :=0 ...- revoking all wills and codicils by me at any time here~a~ CI rng ,.." G) n <3e5 =:;E2 ~~ h; N . .....-~::r1 ("n made. ~.::(/5~ \.0 0 ':Joo C'::><::> , ~ -n -Tl ITEM 1: I direct my Executor hereinafter named, ~~ply :e"e ~.:: ~ ':IJ l..O",'hm :,,=--j ...}- expenses of my last illness and funeral expenses from t~e c-> G?S?, w property passing under this will as an expense and cost of administering my estate. ITEM 2: All expenses of administering my estate and all inheritance, estate and succession taxes, including interest and penalties payable by reason of my death, which may be assessed or imposed with respect to my estate, or any part thereof, wheresoever situate, whether or not passing under my Will, including the taxable value of all policies of insurance on my life and of all transfers, powers, rights or interests includible in my estate for the purposes of such taxes and duties, shall be paid out of my residuary estate as an expense of administering and with apportionment, and shall not be prorated or charged against any other gifts in this will or against property not passing under this will. . - . ITEM 3: I give, devise and bequeath unto my beloved son, CHARLES EUGENE STEEVER, the rest, residue and remainder of my estate, real, personal and mixed, whatsoever nature and kind and wheresoever situate. ITEM 4: In the event any beneficiary and I die under such circumstances that the order of our deaths cannot be established by proof, or should any beneficiary and I die as the result of a common disaster, it shall be conclusively determined for all purposes of this will that I survived the beneficiary. ITEM 5: I hereby nominate, constitute and appoint my son, CHARLES EUGENE STEEVER, of Harrisburg, Pennsylvania, to be my Executor of this my Last will and Testament. IN WITNESS WHEREOF, I have signed this will on this (S- tt . day of {)I-IS-o'l- , 200l. ~ ~<UJ2- ~ TEST RtX Signed, sealed, published and declared by the above Testatrix, BETTY LOUISE STEEVER, as and for the last will thereof, in the presence of us, who, at the request of and in the presence of BETTY LOUISE STEEVER, and in the presence of each other, have hereunto subscribed our names as witnesses thereto. ~~" ~#If ~/"~"7""J. >If/- &.r dI'<1 Pi. w~t ess Address ~, I t7011 .3rittt 1tI~~ /L /:./ ~ /;4 Address . /)e-I/ - COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF DAUPHIN : I, BETTY LOUISE STEEVER, 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. T~~X~ ~ We, tmIJlld-' ~~I'//I.)., and 7::>/uid L. (ji~t/~ , the witnesses whose names are signed to the attached r 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 Testatrix's Last Will; that BETTY LOUISE STEEVER signed willingly and that BETTY LOUISE STEEVER executed it as Testatrix's free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. ~'1~~ .~ WITNESS Subscribed to and sworn or affirmed before me by the above- named witnesses, and subscribed to agl aCknow1e~..e edd before me by the above-named Testatrix, this 11"-' day of r~ ' 2001. C ~o 0 ~-) 'j/ . . NOTARIAL SFAL ~ (':::2 t (. f Fay I. Bickhart, Notary Public ..,;) , k::J' <. c.fu.-c Camp HiU BolO., Cwnberland County NOT RY PUBLI C My commission expires Feb. 19.2004 f/p:wills\bsteever.wi1 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent - Betty L. Steever ", c> C;::l ~;:::l l~ c..."1 il'-' Date of Death - November 8, 2004 33 (..- C') :,~.,.. C) , ""~- :::u , -J ['v iYl No. 2004-01189 - ~-"j -0 PA No. 21-04-1189 -"-- r'..) .- U'j l-_i~:' CJ "n To the Register: -J I certify that notice of beneficial interest 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 January 19,2005: Name Address Charles E. Steever 3448 Walnut Street Camp Hill, PA 17011 Notice has now been given to all persons entitled thereto under Rule 5.6(a). ../1 . . L-- / .' .,,-/ Date:~11~ Ch)') Richard S. Friedman, Esquire FRIEDMAN & KING, P.C. 600 N. Second Street Penthouse Suite P. O. Box 984 Harrisburg, PA 17108 (717) 236-8000 Attorney for the Estate of Betty L. Steever V- FRIEDMAN & KING, P. C. ATTORNEYS AT LAW 600 N. SECOND ST. FrFTH FLOOR P.O. Box 984 HARRrSBURG. PENNSYLVANIA 17106 (717) 23e-8000 TELBCOPIER No. (717) 236-8080 Criedmanandking@hotmail.com RICHARD S. FRIEDMAN January 28,2005 JOHN F. KING Cumberland County Register of Wills Cumberland County Court House 1 Courthouse Square Carlisle, PA 17013-3387 In re: Estate of Betty L. Steever No. 2004-01189 PA No. 21-04-1189 Dear sir or madam: Enclosed herewith please find a check in the amount of $9,900.00, representing a prepayment towards the taxes due on the above-referenced estate. Please forward a receipt to this office in the enclosed envelope. Thank you. Vo> trwy Z2 Richa,{s// riedman l RSF Ibp: steever\register .ltr Enclosures cc: Charles E. Steever, Executor c.) -.. I'''.) c;. c.;"~ .:r -- 1RIEDMAN 8: KING, P.c. /,-,~ ....,.,.".. ""'--""'-~",",..--'-""""""- , ." .,' \ --, -. ATTORNEYS AT LAW (/ i'M .'\ - ",-"",,' _. .' """'''''' v~.~,_ ~_ ,'-' eoo N. SECOND ST. d - ~"~O,__. """~"",~.,,, ,-,-. PENTHOUSE SUITE -<"./ 'y ;:~.1 J,',N _. ",.---_,w,.., .,_.,.~'; c.~.." P.O. Box 984 ZOO') _....' .~___,.,"_,__~',"...."".o HARRISBURG, PENNSYLVANIA t710B - -.., -. --'~"'-"'~"''' ., ,/ CUMBERLAND COUNTY REGISTER OF WILLS tL CUMBERLAND COUNTY COURT HOllSE /) u.J _0 -"". o. 1 COURTHOUSE SQUARE .I CARLISLE, PA 17013-3387 ~,- i 70 i ::::-:.:~::::O i J".III, "11I,,,,,,Jj " II. "11."11,11,,,,,,/11,1,,/.1. ",/1,/ COMMONWEALTH OF PENNSYLVANIA REV-' '62 EX(' 1-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT,280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004898 FRIEDMAN RICHARD ESQ BOX 984 HARRISBURG, PA 17108 ACN ASSESSMENT AMOUNT CONTROL NUMBER ------- fold __n_nu_ unun 101 I $9,900.00 ESTATE INFORMATION: SSN: 201.16-4493 I FILE NUMBER: 2104-1189 I DECEDENT NAME: STEEVER BETTY lOUISE I DATE OF PAYMENT: 01/31/2005 I POSTMARK DATE: 01/29/2005 I COUNTY: CUMBERLAND I DATE OF DEATH: 11/08/2004 I I TOTAL AMOUNT PAID: $9,900.00 REMARKS: CHECK#1007 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WillS REGISTER OF WILLS FRIEDMAN & KING, P.c. 600 N. 2nd Street, Fifth Floor P.O. Box 984 Harrisbur~ P A 17108 (717)2 6-8000 (717)236-8080 (fax) friedmanandkine@hotmail.com Richard S. Friedman John F. King July 12, 2005 Cumberland County Register of Wills Cumberland County Court House 1 Courthouse Square Carlisle, PA 17013-3387 In re: Estate of Betty L. Steever No. 2004-01189 PA No. 21-04-1189 Dear sir or madam: Enclosed herewith please find an original and two copies of the Inheritance Tax Return for the above-referenced estate. I have enclosed a check in the amount of $15.00 to cover the cost of filing. After filing, please return one clocked in copy of the Inheritance Tax Return in the enclosed envelope. Thank you. Very truly ....... RSF/bp: steever\register .1tr = :0 g = "" -c..,. ~'T"'\ ;;>::~ '- (\'"'10 Enclosures c::: C-;-)c:> ~~o r ~!~6 ;g Fn - f'il'1'1 cc: Charles E. Steever, Executor ~ch51 .- ~,T} C'J (-:'PO CJoo ..." ,'\ '.", C)o-n :x ._ -rl '~c:: N <C5 ?--':n ,~ rli ,".-' -0-1 .. ~:....-=,"CJ ")'> +" '--r-. N REV-\500EX(6-00) REV-1500 OFFICIAL USE ONLY COMMONWEAlTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER DEPT. 280601 HARRISBURG. PA 17128-0601 RESIDENT DECEDENT L.1.. -LL LLJL2..._ COUNTY CODE \'EAR NUMBER DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER l- Steever, Betty L. 201 - 16 - 4493 z w DATE OF DEATH (MM-DIl-YEAR) DATE OF BIRTH (MM.DD-YEAR) THIS RETURN MUST BE RLED IN DUPLICATE WITH THE Q W 11-8-04 6-1-26 REGISTER OF WILLS (,) W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITiAl) SOCIAL SECURITY NUMBER Q - - w ~ 1. Original Return o 2. Supplemental Return 03. Remainder Retuffi (dal8ofd8Blhpriorto 12.1J.82} ... ~~~ o 4. limited Estate o 4a. Future Interest Compromise (date of death after 12-12-82) o 5. Federal Estate Tax Return Required ........ woo ~ 6. Decedent Died Testate (AIlacl1 copy of Wi") o 7. Decedent Maintained a living Trust (Attadl copy of Trust) 0 "'",.. 8. Total Number of Safe Deposit Boxes ......, .. D 9. litigation Proceeds Received D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1.1-95) o 11. Election to lax under Sec. 9113(A) (Alt<hSd>O) .. ... 'I' l!;l-1&iit.11J}.~j;l" '.(~!1'.liijil.!i@R,t~!ld~ji1ili1.-:l;l.~J I['J~ Il., * J II'''' -t.] 11.1') ~1 i i I.' ". (. \;~ II J;(;j ,I ' '_' I r .1,'.~: ('l')") ,!.. '11 ,1 ~",,j .)it .l<:,. z w NAME COMPLETE MAILING ADDRESS c Ri chard S. Friedman. Es uire z 0 .. FIRM NAME 1"_1 Friedman & King, P.C. P. O. Box 984 .. w '" Harrisburg, PA 17108 '" TELEPHONE NUMBER 0 ... (717) 236-8000 1. Real Estate (Schedule A) (1) 108,430.00 2. Slacks and Bonds (Schedule B) (2) -0- 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) -0- 4. Mortgages & Notes Receivable (Schedule D) (4) -0- ~ 5. Cash. Bank Deposits & Miscellaneous Personal Property (5) 3,792.70 :x N Z (Schedule E) .. 0 (6) 19,018.32 .c- 6. Jointly Owned Property (Schedule F) N ~ D Separate Billing Requested 37,994.53 ::J 7. InterNivos Transfers & Miscellaneous Non-Probate Property (7) l- (Schedule G or L) ii: (8) 169,235.55 <( 8. Total Gross Assets (total Unos 1-7) (,) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 23,107.23 W It: 10. Debts of Decedent, Mortgage liabilities, & liens (Schedule I) (10) 1,188.46 11. Total Deductions (total Unes 9 & 10) (11) 24,295.69 12. Net Value of Estate (line 8 minus Line 11) (12) 144,939.86 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) - 0- made (Schedule J) 14. Net Value Subject to Tax (line 12 minus Line 13) (14) 144,939.86 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPUCABLE RATES Z 15. Amount of Una 14 taxable at the spousal tax 0 ~ rate. or transfers under Sec. 9116 (a)(1.2) x.O_ (15) $144,939.86 x .0'1.5% (16) 6.522.29 I-' 16. Amount of line 14 taxable at lineal rate ::J D.. 17. Amount of Line 14 taxable at sibling rate x .12 (17) < .. :ii 0 18. Amount of line 14 taxable at collateral rate x .15 (18) (,) ~ ~ ,_:.r; ... .., g...",><1,.....,...._,......"..,,...,........\M 19. Tax Due (19) . ,. ';"'6.522. 2 .:..,..."':M''''''.4<~;<.I:-~'i~J::<' CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT REV-l!'Q2EX.(l.f1} '* SCHEDULE A REAL ESTATE COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Betty L. Steever 21-04-1189 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller. neither being compelled to buy or sell. bo1h having reasonable knowledge of tile relevant feels. Real property which is jointly-owned with right of survlvorshin must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 3448 Walnut St., Borough of Camp Hill, PA 17011 1D1r, 43U. UU (copy of tax assessJrent attached) TOTAL (Also enter on line 1, Recapitulation) $ 108,430.00 (If more space is needed. insert additional sheets of the same size) Page 1 of 1 Detailed Results for Parcel 01-21-0275-043. in the 2004 Tax Assessment Database - Proposed DistrictNo I PareeLID 01-21-0275-043. MapSutTlX HouseNo 3448 Direction Street WALNUT STREET Ownerl STEEVER, BETTY L Owner2 PropType R PropDelIc LivArea 1040 CurLandVal 28560 CurImpVal 79870 CurTotVal 108430 CurPrefV al Aereage 0.19 CIGmStat TuEx I SaleAmt SaleMo SaleDa SaleCe SaleYr DeedBkPage YearBIt 1958 HF File Date 101 HF Approval_Status 104 ""."OSEX'I'.'n *' SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Betty L. Steever 21-04-1189 lndude the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 1999 Buick Century 3,725.uu 2. State Enp10yees I RetireJrent System (retireJrent) 67.70 TOTAL (Also enteron line 5, Recapitulation) $ 3,792.70 (If more soace is needed. insert additional sheets of the same size) ""'...EX.,,.". SCHEDULE F JOINTL Y.OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Betty L. Steever 21-04-1189 K an asset was made joint within one yea, of the decedenfs date of death, ft must be reported on Schedule G. SURVMNG JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Olar1es E. Steever 3448 Walnut Street ;:,on Canp Hill, PA 17011 B. C. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY ,,"OF DATE OF DEATH ITEM FOR JOINT MADE Indude ruwne of financial institution aw:I bcrlk account number or similll' identifying number. Attach DATE OF DEATH DECO'S VAlUE OF NUMBER TENANT JOINT deed for jointly..hekl real estate. VAlUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 5/28/8 M & T Bank checking (Ace. 1138344343) $38,036.63 50% $19,018.32 TOTAL (Also enter on line 6, Recapitulation) $ 19,018.32 (If mnn:! l:ln~ il:l nAMM in~ ::IItrlitinn::roI c:.tll:II::t.tC. nf thClo ~~mo C!i'7o\ REV.151OUo{1.91) '* SCHEDULE G INTER.VIVOS TRANSFERS & COMMONWEALTH OF PENNSYLVANIA MISC. NON.PROBATE PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Betty L. Steever 21-04-1189 . This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY %OF ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RElAT10NSHIP TO DECEDENT ANOTHE DATEOFTRANSFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE ATTACHACOPVOFTHE DEED FOR REAL ESTATE. NUMBER VALUE OF ASSET INTEREST IF APPlICABLEI 1. Prudential Financial Annuity $37,994.53 100% 37,994.53 Contract No. E0181235 Paid to O1.ar1es E. Steever, san of decedent, an 3/28/05 TOTAL (Also enter on line 7, Recapitulation) I $ 37,994.53 (If more space Is needed, Insert additional sheets of the same size) REV.1511 EX+ 112'99. SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Betty L. Steever 21-04-1189 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ,. Nei 11 Filllera1 HOllE 5,999.82 2. Woodlawn Memorial 2,350.00 B. ADMINISTRATIVE COSTS: ,. 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 12,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State _Zip Relationship of Claimant to Decedent 4. Probate Fees 304.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. See Attadted 1,953.41 . TOTAL (Also enter on line 9. Recapitulation) $ 23,107.23 (If more space is needed, insert additional sheets of the same size) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Betty L. Steever 21-Q4-1l89 ITEM NUMBER DESCRIPTION AMOUNT B. ADMINISTRATIVE COSTS: 7. Cumberland Law Journal (advertising) $ 75.00 8. The Sentinel (advertising) 93.47 9. Cumberland County Recorder of Deeds (recording of deed) 39.50 10. Cumberland County Register of Wills (fee to file Inheritance Tax Return) 15.00 II. Penn Waste (trash) 81.48 12. UGI 651.25 13. Comcast 174.18 14. PA American Water 173.98 15. Verizon 139.99 16. Janet L. Miller, Tax Collector (2005 real estate taxes) 432.17 17. PPL Utilities 77.39 TOTAL $1,953.41 '''''''''''''''". SCHEDULE I COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS RESIDENT DECEDENT ESTATE OF FilE NUMBER Betty L. Steever 21-04-1189 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. PPL Utili ties 140.44 2. UGI 66.64 3. Borough of Camp Hill (sewer) 60.00 4. Verizon 108.18 5. PA A1rerican Water 17.16 6. ~tzger, Wickersham (estate planning) 412.06 7. Holy Spirit Hospital billing 117.46 8. Alert Pharmacy Services (prescriptions) 240.82 9. QCard (QVC) 25.70 TOTAL (Also enler on line 10. Recapitulation) $ 1,188.46 (If more space is needed. Insert additional sheels of the same size) "".,"'".".'". SCHEDULE J COMMONWEALTH OF pENNSYLVANIA BENEFICIARIES INHE~ITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Betty L. Steever 21-04-1189 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NL~18ER NAME AND ADDRESS OF PERSON(S} RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS (Indude outright spousal distributions) 1. O1ar1es E. Steever Son 100% 3448 Walnut St. CaJIIl Hi 11 , P A 17011 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE. ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS t. TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed. insert additional sheets of the same size) LAST WILL AND TESTAMENT OF BETTY LOUISE STEEVER I, BETTY LOUISE STEEVER of camp Hill, Cumberland County, Pennsylvania, being of sound mind, memory and 'understanding, do ..... make and publish this, my Last will and Testament, hereby gg FR Co """" 8 ?' 0::0 . . . . ~::t) n, revok~ng all w~lls and cod~c~ls by me at any time here~~ ~ ~eg t 2m rnm made. ~~Cl3~ \.0 ::DO 0(') o~ (:) ~ :., llID1 1: I direct my Executor hereinafter named, ~~Phy ~e :z;:~ ~:n \D r-m :0--1 .., expenses of my last illness and funeral expenses from tne ~ G0~ '"" property passing under this will as an expense and cost of administering my estate. ITEM 2: All expenses of administering my estate and all inheritance, estate and succession taxes, including interest and penalties payable by reason of my death, which may be assessed or imposed with respect to my estate, or any part thereof, wheresoever situate, whether or not passing under my Will, including the taxable value of all policies of insurance on my life and of all transfers, powers, rights or interests includible in my estate for the purposes of such taxes and duties, shall be paid out of my residuary estate as an expense of administering and with apportionment, and shall not be prorated or charged against any other gifts in this will or against property not passing under this will. ITEM 3: I give, devise and bequeath unto my beloved son, CHARLES EUGENE STEEVER, the rest, residue and remainder of my estate, real, personal and mixed, whatsoever nature and kind and wheresoever situate. ITEM 4: In the event any beneficiary and I die under such circumstances that the order of our deaths cannot be established by proof. or should any beneficiary and I die as the result of a common disaster, it shall be conclusively determined for all purposes of this Will that I survived the beneficiary. ITEM 5: 1 hereby nominate, constitute and appoint my son, CHARLES EUGENE STEEVER, of Harrisburg, Pennsylvania, to be my Executor of this my Last will and Testament. IN WITNESS WHEREOF, 1 have signed this Will on this (,,~. day of O/~f5"-o'l- , 2001- ~/,iU~~ TEST Rlx signed, sealed, published and declared by the above Testatrix, BETTY LOUISE STEEVER, as and for the last will thereof, in the presence of us, who, at the request of and in the presence of BETTY LOUISE STEEVER, and in the presence of each other, have hereunto subscribed our names as witnesses thereto. .5f1i l.t/n~Jj. ".{,t.. t~d/.'il' Pi. Address -, , J 17~1I ~~~fJ~/I~~~1 COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF DAUPHIN : I, BETTY LOUISE STEEVER, 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. ~~ -;{ A~ - TESTAT X' We, 6n../hid_ 1 //i"J/''/IJ.. and DtUid L. ;;,'~tid, , the witnessgs whose names are signed to the attached r 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 Testatrix's Last Will; that BETTY LOUISE STEEVER signed willingly and that BETTY LOUISE STEEVER executed it as Testatrix's free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. ~; 1 ~H~ ~r/ Subscribed to and sworn or affirmed before me by the above- named witnesses, and subscribed to agl aCknow~d before me by the above-named Testatrix, this "5'"-' day of ......~ ' 200".C~oo~) , . NOTARIAL SEAL ~-?, ~,<.cLf Fay J. Bickhart, Notary Public Camp HiU 801'0., OunberJand County NOT RY PUBLIC My commission expires Feb. 19,2004 f/p:wills\bsteever.wil COMMONWEALTH OF PENNSYLVANIA '* DEPARTMENT OF REVENUE . ~ "''', _.__M' .', NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAlCES "_- APPRAISEMENT, ALLOWANCE DR DISALLOWANCE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX PO 80X 280601 HARRIS8URG PA 17128-0601 REV-1547 EX AFP (06-05) ".. c ~ .- ~! ". ~ I. DATE 09-13-2005 , . ; '--'; i ESTATE OF STEEVER BETTY L DATE OF DEATH 11- 08-2004 FILE NUMBER 21 04-1189 ( COUNTY CUMBERLAND RICHARD S F~IEDMAN ESQ ACN 101 FRIEDMAN & KING APPEAL DATE: 11-12-2005 PO BOX 984 ( See reverse side under Objections) HBG PA 17108 Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF STEEVER BETTY L FILE NO. 21 04-1189 ACN 101 DATE 09-13-2005 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 108,430.00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) .00 cradit to your account, 3. Closaly Held Stock/Partnership Interest (Schedule C) .00 submit the upper portion (3) of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax paYllent. 5. Cash/Bank Daposl'ts/Misc. Personal Property (Schedule E) (5) 3.792.70 &. Jointly Owned Property (Schedule F) (&) 19,018.32 7. Transfers (Schedule G) (7) 37,994.53 8. Total Assets (8) 169,235.55 APPROVED DEDUCTIONS AND EXEMPTIONS: 23,107.23 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schadule I) (10) 1.188.46 11. Total Deductions (11) ~4.295 69 12. Net Value of Tax Return (12) 144,939.86 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 144,939.86 NOTE: I~ an assessment was issued previously. lines 14. 15 and/or 16. 17. 18 and 19 will reflect figures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: .00 X 00 .00 15. Amount of Line 14 at Spousal rate (15) = 1&. Amount of Line 14 taxable at Lineal/Class A rate (1&) 144,939.86 X 045 = 6,522.29 17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00 18. Allount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= 6,522.29 TAX CREDITS: -......, ..---. II 1+ J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-29-2005 CDOO4898 326.11 9,900.00 TOTAL TAX CREDIT 10,226.11 BALANCE OF TAX DUE 3,703.82CR INTEREST AND PEN. .00 TOTAL DUE 3,703.82CR .. IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~ FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: Betty Louise Steever 11/8/04 Estate No.: 2004-01189 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes XX No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: (date) 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 No XX The separate Orphans' Court No. (if any) for the personal representative's account is: (Not Applicable in Dauphin County) Did the personal representative state an account informally to the parties in interest? Yes XX No Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. B. c. D. Signature /Z~. / Date: 10/19/05 L .. ( ) \.0 C'J Richard S. Friedman, Esquire Name (Please !ype or erint) 600 N. Second St., 5th Floor Harrisburg, FA 17101 Address Li._ (717) 236-8000 Telephone No. Capacity: Personal Representative XX Counsel for Personal Representative R.W. - 58 \R BUREAU OF INDIVI~Lr1AxE~: INHERITANCE TAX DIVIS!OIf'j,-'L.. PO BOX 280601 :~: .,~-. . HARRISBURG PA 17128-0601 . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 EX AFP (03-05) 7n"" ,.,.....-. "'" Dc..: ..,.. "3 ...wi.." uC i ;:~J I j j ,), ,~ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-03-2005 STEEVER 1l-08-2004 21 04-1189 CUMBERLAND 101 BETTY L RICHARD'S FRIEDMAN ESQ FRIEDMAN & KING PO BOX 984 HBG PA 17108 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, subllit the upper portion of this forll with your 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 STEEVER BETTY L FILE NO.21 04-1189 ACN 101 DATE 10-03-2005 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY 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: 09-06-2005 PRINCIPAL TAX DUE: 6,522.29 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-29-2005 CD004898 326. II 9,900.00 09-14-2005 REFUND .00 3,703.82- TOTAL TAX CREDIT 6,522.29 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 It IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J c( .. REV.1f5oo eX (6-00) w ..., :.:::!!;tn U~:':: WGoU :1:00 U~....I GolD Go c( COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 ..... Z W C W o W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Steever, Betty L. DATE OF DEATH (MM-DD-YEAR) 11-08-2004 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DATE OF BIRTH (MM-DD-YEAR) 06-01-1926 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) OFFICIAL USE ONLY FILE NUMBER .l... ...l. - ~ 1- COUNTY CODE YEAR 1 1 8 9 NUMBER SOCIAL SECURITY NUMBER 201 16 4493 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (date of death prior to 12-13-82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Eleetion to tax under Sec. 9113(A) (AItach Sell 0) z o ~ ~ ::) c. :!E o o >< ~. ~ o 1. Original Return o 4. Limited Estate o 6. Decedent Died Testate (AltachccpyofW~I) o 9. Litigation Proceeds Received I- Z W C Z o Go en W ~ ~ o <.J .J;!" NAME; Richard S. FIRM NAME (II Applicable) Friedman, Esquire Friedman & King, P.C. P. O. Box 984 Harrisburg, P A TELEPHONE NUMBER (717) 236-8000 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) ill 2. Supplemental Return o 4a. Future Interest Compromise (dale of death after 12-12-82) o 7. Decedent Maintained a Living Trust (AltachccpyoITI1lS!) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) COMPLETE MAILING ADDRESS (1) (2) (3) (4) (5) 3,626.64 3. Closely Held Corporation, Partnership or SoIe-Proprietorship 17108 OFFICI"l6USE ONLY c:::a c:::a ...... C- c:: Z N -.I (") ~O ..... ::D ,..;; -0 (") ';"'$- c~.l", 1 -"zm .:0 en ?' 00 ( )011 (jC , ::D :u-l )> -0 :::E N c...,) N ...~.... ..U r'11 C') C) :::0 o rTl CJ C) -n ..- ..,., ~~.~ ,"', t" 4. Mortgages & Notes Receivable (Schedule D) 5: Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or l) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I} 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line B minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) z o ~ ::) ..... ii: < o W D:: 14. Net Value Subject to Tax (Line 12 minus Line 13) (6) (7) (9) (10) 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 $3,626.64 x .0 _ (15) x.o ~S~6) x .12 (17) x .15 (18) CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT (8) 3,626.64 (19) (11) (12) (13) 3,626.64 3,626.64 (14) 3,626.64 163.20 Decedent's Complete Address: I. ~ STREET ADDRESS 3448 Walnut Street CITY r!:lmn Hill I STATE PA I ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B.Priorpayments C. Discount (1) 163.20 Total Credits ( A + B + C ) (2) o 3. Interest/Penalty if applicable D.lnterest E. Penalty Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) o 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 163.20 A Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 163.20 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred;.......................................................................................... 0 b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 c. retain a reversionary interest; or.......................................................................................................................... D d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate conside,ration? .............................................................................................................. 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 No D o o D D D o IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDUlE G AND FILE IT AS PART OF THE RETURN. v- SIGNATURE OF PREPARER OTH~R1'HAN I ADDRESS R1d1:ard tie rneaman, .t:sqlllre P,/O. .Box 984, Harrisburg, PA 17108 ~I DAT~ . :J~ 7 . I ., ... . REV-1503 EX+ (6-98* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER .!:Setty L. Steever 21-04-1189 All property jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Prudential Financial, Inc. Stock (73 shares @ $49.68) VALUE AT DATE OF DEATH $3,626.64 TOTAL (Also enter on line 2, Recapitulation) $ 3,626.64 (If more space is needed, insert additional sheets of the same size) FRIEDMAN & KING, P.C. 600 N. 2nd Street, Fifth Floor P.O. Box 984 Harrisburg, P A 17108 (717)236-8000 (717)236-8080 (fax) friedmanandking@hotmail.com June 26, 2007 Cumberland County Register of Wills Cumberland County Court House 1 Courthouse Square Carlisle, PA 17013-3387 In re: Estate of Betty L. Steever No. 2004-01189 PA No. 21-04-1189 Dear sir or madam: Richard S. Friedman John F. King Enclosed herewith for filing please find an original and two copies of a Supplemental Inheritance Tax Return for the above-referenced estate. I have enclosed a check in the amount of $15.00 to cover the cost of filing, as well as a check in the amount of $163.20 representing the tax due. After filing, please return one clocked in copy of the Inheritance Tax Return in the enclosed envelope. Thank you. RSF/bp Very trul~~ RiC~ S. Friedman ./ I Enclosures cc: Charles E. Steever, Executor (") ~o "'5::0 n -0....... --,:::r: '- .I --,Co: ::r> hi :z;:o C/)^ 00 ")011 C) C.= -:0 -'0-1 )> I'..) c:;:) = ...., c... c: :z: N ....... -0 :x ~ W N .-"~ -' r-r", (-) (:::) :~o CJ ,TI C.J <:,--1 .~.-" -T"i '--n o IT'! i ! ~.o .......... IICC)OO . .'" 0 ..... o ..., N ..... II=o~~ II~ 0 z 0 -O::JO (t: 'I--'~ t~ H \ ~ e:~~ ~ NO< OO~ . I '! ;'?' ;:. c,Jtt ~~'~ c'"')r)) U:I~ <....:) '-". [C ~- L!.- L.l_ OC) or.!.:: LULU C}t-- ~[-j .......w.J l::i::jo:: 0:: ~ o 9 ~ .= ~~ ~ ~~ti:: ~ Co:) ~ - ~~ ~ ~~~g zt;O\::J <1 ~~ ~~~~ ~i~~ , N ("') ~ ::c 0- (Jl ...J ...J ..... ~~ C> 5 ~= ~ ~ 00 t'-- ~u~~ ?:?:<~ ~~o~ ooog UU~- oz~~~ < < 0 ~ ~~~~ ~~~~ tx- ::>0 }:s 8 C) ':::L U) ffi~- .-J ~. C'''' u :I: ii 8: fI.~ 0::) u -:: - - :: ~ ~ -- -- .. - -- - -- ... ... - ... - ----:: :::t .. ... - -:: .. -= -- - -- ... ... ... ... -- -- -- ... ... -- -- -:: .. ... -- (\I t') I~j U r-- N Z => -, r- c::::::l = c:--J ..... (~ (l') }~ ..... () I'.. ..... ... r~ ~ COMMONWEAlTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1712B-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT STEEVER CHARLES E 3448 WALNUT STREET CAMP HILL, PA 17011 -------- fold ESTATE INFORMATION: SSN: 201-16-4493 FILE NUMBER: 2104-1189 DECEDENT NAME: STEEVER BETTY LOUISE DATE OF PAYMENT: 06/27/2007 POSTMARK DATE: 06/27/2007 COUNTY: CUMBERLAND DATE OF DEATH: 11/08/2004 NO. CD 008345 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $163.20 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: RECEIPT TO ATTORNEY CHECK# 500 SEAL INITIALS: CJ RECEIVED BY: REGISTER OF WillS $163.20 GLENDA FARNER STRASBAUGH REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ".NOTICE OF INHERITANCE TAX ~RPRAUIOHENT, ALLOWANCE OR DISALLOWANCE OFD,EDUCTIONS AND ASSESSHENT OF TAX *' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05) DATE 09-11-2007 ESTATE OF STEEVER BETTY L DATE OF DEATH 11-08-2004 FILE NUMBER 21 04-1189 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 11-10-2007 ( See reverse side under Objections) A.ount Re.1ttedl I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ~~r_~~~~~_r~!~_~!~~------~---~~!~!~-~~~~~-~~~!!~~-~~~-!~~~-~~~~~~!_-~-------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF STEEVER BETTY L FILE NO. 21 04-1189 ACN 101 DATE 09-11-2007 2001 SE? 11 pJ~i\ I: 21 ('I. F"\:n:\ r;= ....1 ....._.. ,- ....~ nqpH"\!\!':, CCum RICHARD S FRIEDMAtt:e'SO ,,,, ,~ D.,f',., FRIEDMAN & KING v PO BOX 984 HBG PA 17108 ) CHANGED T AX RETURN WAS: (X) ACCEPTED AS F I LED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 4. Hortgages/Notes Receivable (Schedule D) (4) S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets NO. 01 .00 3.626.64 .00 .00 .00 .00 .00 (8) 3,626.64 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage 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 If an assess.ent was 1ssued prev1ouslY, l1nes 14, 15 and/or 16, 17, 18 and 19 w1ll reflect f1gures that 1nclude the total of !bh returns assessed to date. ASSESSMENT OF TAX: IS. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due NOTE: A DATE 01-29-2005 09-14-2005 06-27-2007 C NUMBER CD004898 REFUND CD008345 .00 .00 (11 ) (2) (3) (4) .00 3,626.64 .00 148,566.50 (9) (0) OS) (6) (7) (8) . DO X 148,566.50 X . DO X . DO X 00 045 = 12 = 15 = .00 6,685.49 .00 .00 6,685.49 (9)= +) PAID (-) 334.27 .00 8.16- AHOUNT PAID 9,900.00 3,703.82- 163.20 BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-28-2007 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 6,685.49 .00 11.04 11.04 * IF PAID AFTER DATE INDICATED, SEE REVERSE 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.) COMMONWEALTH OF PENNSYLVANIA _ DEPARTMENT OF REVENUE - BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 71 28-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT STEEVER CHARLES E 3448 WALNUT STREET CAMP HILL, PA 17011 ------~- fold ESTATE INFORMATION: SSN: 201-16-4493 FILE NUMBER: 2104-1189 DECEDENT NAME: STEEVER BETTY LOUISE DATE OF PAYMENT: "0/01/2007 . .. POSTMARK DATE: 09/28/2007 COUNTY: CUMBERLAND DATE OF DEATH: 11/08/2004 NO. CD 008761 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $ 11 .04 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: RECEIPT TO A TTY CHECK# 539 SEAL INITIALS: WZ RECEIVED BY: REGISTER OF WillS $11 .04 GLENDA FARNER STRASBAUGH REGISTER OF WILLS , , , , , , , , , , , , , , , , , , , ~\ , , CIl' ~, D" 0' U' W' D" , D" =,1 0' ,.. D' o u. ~ o .... '; o Go D' W ~ o ..I ~ .... 4 ~ D' -::. - .-:: .-:: - .....-.: .-;: .~ ,~ - ~ :~ ~ ... - -:: - """: .. ... .- - :::: .. ~ .. .. :=. -= - :::::: - - - ,... It' .. . -0 .. ... ... U. 4. ~ ~ ; It ... "'" It' ~. ..... . ~ ..I 1))) \\\ ,\\\\ ,.. l- I- uJ cA ~ ~ ~~ 0';) ~~ t;t--' G~ ~ ~0 ~ ~~~~ ~~';)~ ~o~? u0 ~~ ptJ).c( ~ 7, ';)0 p.. 4.4. ~ ~~~~ ~~';:)';::\ ~68~ 80~0 r-- c)'" C)= (\I.~ .;,~ "':E' r- .;r 0- P ;.. Q C) C) GO:; ..... C)...- ~ C) D' (\I ... ..I -.:s ~uJ..D' ; ,.. GO .;r uJ ..... ~ ~ ~ C) ~ ...~ 7! ~ l;;. ... ... ::;l C) 4 '" -0 .... V' ... 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'* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE REV-1607 EX AFP (03-05) RICHARD S FRIEDMAN ESQ FRIEDMAN & KING PO BOX 984 HBG PA 17108 2001 NOV '6 PH '~~TE OF DATE OF DEATH CLERK OF FILE NUMBER ORPHAN'S COURCOUNTY CU~"BP::H i~1\ID ro .nA. , \\';_:_'1._1 'Ii" ~.c ,.A"E'N 10-29-2007 STEEVER 11-08-2004 21 04-1189 CUMBERLAND 101 BETTY L 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 form with your 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 STEEVER BETTY L FILE NO.21 04-1189 ACN 101 DATE 10 -29-2007 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: 09-04-2007 PRINCIPAL TAX DUE: 6,685.49 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-29-2005 CD004898 334.27 9,900.00 09-14-2005 REFUND .00 3,703.82- 06-27-2007 CD008345 8.16- 163.20 09-28-2007 CD008761 11. 04- 11.04 TOTAL TAX CREDIT 6,685.49 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 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 DF THIS FORM FOR INSTRUCTIONS. ) q