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HomeMy WebLinkAbout01-0073 fo-d03-'I :>K lA' C.C/ AEV-1500 EX + (6-00) OFFICIAL USE ONLY REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ~/- COUNTY CODE o E C E o E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT,280601 HARRISBURG, PA 17128-0601 DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 2001-00073 YEAR NUMBER 207-07-7820 THIS RETURN MUST BE AlEO IN 00PlJCA KLINGLER JEAN L. DATE OF DEATH (MM-DD-YEAR) REGISTER OF WILLS SOCIAL SECURITY NUMBER OI7"fJ9<~fj01 03 28/1919 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) X 1. Original Return Z. Supplemental Retum 3. Remainder Return (da p" CAPB 4. Limited Estate 4a. ~rg4~~~rel!~Compromise (date of death after 12-12- 2) 5. Federal Estate Tax Return HpRL X 6. Decedent Died Testate 7. 8eqaitedl Maintained a Living Trust 0 S. Tolal Number of Safe Cepo EplO CRAC (Altach copy of Will) $lU9Ictiels:lpyolTrustj KOTK 09. Litigation Proceeds ReceivedD 10. 0 11. ES Spousal Poverty Credit Election to tax under Sec. 9 C P o 0 R N R 0 E E S N T C o M P T U A T X A T I o N \'d'cB.~i deatn between 12-31-91 and H-95) (Attach Sch 0) TJ:/I$ }IECTlQN,MUSnell 'Cj)W!~fiTED;, "~~,CllRRElmQNQ\!NCIl'& <:bflFlQJlN:rIA~. fAX 1~()AMATION SHoUL:D :IlE.QIAEC;rSD TO: NAME COMPLETE MAILING ADDRESS JEFFREY E. PICCOLA, ESQUIRE FIRM NAME (It Appl'lcable) 315 N. FRONT STREET PO BOX 741 HARRISBURG, PA 17108-0741 BOSWELL, TINTNER, PICCOLA & WICKERSHAM TELEPHONE NUMBER R E C A P I T U L A T I o N 717 236-93 lReal Estate (Schedule A) (1) None ZStocks and Bonds (Schedule B) (Z) 12, 90S' :00 3Closely Held Corporation, Partnership or (3) None Sole-Proprietorship 4Mortgages & Notes Receivable (Schedule D) (4) None 5Cash, Bank Deposits & Miscellaneous Personal Property (5) 43 ,320 _ 38 (Schedule E) 6Jointly Owned Property (Schedule F) (6) None Deparate Billing Requested 7Jnter-Vivos Transfers & Miscellaneous Non-Probate Property (7) - 0- (Schedule G or L) S:rotal Gross Assets (total Lines 1-7) (S) 9Funeral Expenses & Administrative Costs (Schedule H) (9) 4,599.07 lltJebls of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 79.58 lITotal Deductions (total Lines 9 & 10) (11) 121et Value of Estate (Une 8 minus Une 11) (12) 1:r::haritable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 1411et Value Subject to Tax (Line 12 minus Line 13) (14) 51,546.73 OFFICIAL USE QNL Y 56,225.38 4.678.65 51,546.73 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 150..mount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) 11i'\mount of Line 14 taxable at lineal rate 17Amount of Line 14 taxable at sibling rate 18C\mount of Line 14 taxable at collateral rate 19fax Due ZO. .0 0 .045 (15) (16) (17) (lS) (19) 0.00 2,319.60 0.00 0.00 2,319.60 0.00 51,546.73 0.00 0.00 x X X X .12 .15 Copyright (c) 2000 iorm software only The Lackner Group. Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 4833 E. TRINDLE ROAD CITY STATE I ZIP I MECHANICS BURG PA 17050 Tax Payments and Credits: nax Due (Page 1 Line 19) 2CreditsfPayments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 2,319.60 2,000.00 105.26 Total Credits ( A + B + C) (2) 2,105.26 3JnteresVPenalty if applicable D. Interest E. Penalty TotallnteresVPenalty ( D + E ) (3) 411 Une 2 is greater than Line 1 + Une 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5Jf 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. (SA) B. Enter the total of Line S + SA This is the BALANCE DUE. (5B) Make Check Payable to: REGI'~lr.;~.OF WILLS, AGENT ',"u~t'@~g~II~~~!~~li~~"~'~cc~Wi~ti"~G~~ii~~~I'~~I~[~6I~ti'~~" "X" i1~li$~i~iil~~~~~~~i;~$~li~I[i8'8~:~ 1Did decedent make a transfer and; Yes No a. retain the use or income of the property transferred; ~ ~X~ b. retain the right to designate who shall use the property transferred or its income; c. retain a reversionary interest; or d. receive the promise for life of either payments, benefits or care? 21f death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? 3Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . . . . . . 4Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 0.00 0.00 214.34 0.00 214 . 34 o o m []] []] o Under penalties of pe~ury. I declare that I have e)(amined this return, including accompanying sct1etil.lles and statements. and "10 the best 01 my knowledge and belief, it is true, correct and complete. Declaration ot preparer other than the personal representative is based on all information of which preparer has any knowiedge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN f\ JOAN KLINGLER 418 ALLENDALE WAY ----------------------------------------------------- CAMP HILL, PA 17011 BOSWELL, TINTNER, PICCOLA & WICKERSHAM 315 N. FRONT STREET/PO BOX 741 - --HARRISBURC-- W..-- -i7i(f8~O'i4i --- -- - -- - -- - -- - --- ~ - f'Z. - ( o A T e A E For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (i)]. For dates at death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)1. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 P.S. 9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-150D EX (Rev. 6.00) REV-1503 [X + (1-97) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF JEAN L. KLINGLER SS!! 207-07-7820 01/09/2001 FILE NUMBER 2001-00073 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE VALUE AT DATE NUMBER OF DEATH 1 $800 EIGHT (8) US SAVINGS BONDS - DATED DECEMBER 1994 339.40 2,715.20 2 $500 FIVE (5) US SAVINGS BONDS - DATED FEBRUARY 1995 339.40 1,697.00 3 $400 FOUR (4) US SAVINGS BONDS - DATED APRIL 1993 362.80 1,451. 20 4 $400 FOUR (4) US SAVINGS BONDS - DATED NOVEMBER 1992 401.20 1,604.80 5 $400 FOUR (4) US SAVINGS BONDS - DATED OCTOBER 1993 353.80 1,415.20 6 $400 FOUR (4) US SAVINGS BONDS - DATED JUNE 1994 347.40 1,389.60 7 $600 SIX (6) US SAVINGS BONDS - DATED JUNE 1995 320.40 1,922.40 8 $200 TWO (2) SAVINGS BONDS - DATED FEBRUARY 1994 354.80 709.60 TOTAL (Also enter on line 2, Recapitulation) 12,905.00 (If more space is needed, insert additional sheets of the same size) Copyright (cl 1996 10rm so1tware only CPSyslems, Inc. Form REV-1503 EX (Rev. 1-97) REV-1508 EX + (1-97) COMMONWEAL1H OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF JEAN L. KLINGLER SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY SSf! 207-07-7820 01/09/2001 FILE NUMBER 2001-00073 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 ALLFIRST BANK DESCRIPTION CHECKING ACCOUNT #0051894459 VALUE AT DATE OF DEATH 3,805.54 2 ALLFIRST BANK MONEY MARKET CHECKING ACCONT #0094240884 0.00 3 ALLFIRST BANK MONEY FUND ALTERNTAIVE #0950266371 39,036.76 4 BANKERS LIFE INSURANCE COMPANY - REFUND OF PREMIUM PAYMENT DEDUCTED FROM CHECKING ACCT. 91.56 5 BANKERS LIFE & CASUALTY COMPANY - REFUND FROM NURSING HOME INSURANCE POLICY 97.66 6 COMCAST CABLE - REFUND FROM OVERPAYMENT ON ACCOUNT 2.11 7 SOAP OPERA DIGEST - REFUND FROM SUBSCRIPTION 69.95 8 THE PATRIOT NEWS - REFUND NEWSPAPER SUBSCRIPTION 216.80 TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems. Inc. $ 43,320.38 Form REV-1508 EX (Rev, 1-97) REV-1510 EX + (1-97) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 2001-00073 DESCRIPTION OF PROPERTY %OF ITEM RELAilb~~~~ ruED~~~5E~f/tN1>T-rtf'~~~j~EbEF t~~~~FER DATE OF DEATH DECD'S EXCLUSION TAXABLE V ALU E NUMBER ATTACH A COpy OF THE DEED FOR REAL ESTATE. V ALU E OF ASSET INTEREST (IF APPLICABLE) 1 YMCA RETIREMENT ACCOUNT 7,141.68 0.00% 0.00 BENEFICIARIES NAMED AS PER SCHEDULE J TOTAL (Also enter on line 7, RecapittJation) 0.00 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF JEAN L. KLINGLER 01/09/2001 551/ 207-07-7820 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystem$, Inc. Form REV-151D EX (Rev. 1-97) REV-1511 EX+(1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF JEAN L. KLINGLER SSII 207 - 07 - 7820 01/09/2001 FILE NUMBER 2001- 00073 ITEM NUMBER DESCRIPTION AMOUNT A. UNERAL EXPENSES: 1 BEVERLY GORDON - ORGAINST FOR FUNERAL 50.00 2 CREMMATION SOCIETY OF PENNSYLVANIA - CREMATION SERVICES 1,040.00 3 PASTOR GORDON - MEMORIAL SERVICE 100.00 4 WOMAN'S ASSOCATION - MEMORIAL SERVICE RECEPTION 250.00 B. DMINISTRATIVE COSTS: , 1. Personal Representative's Commissions L.J Q.lV{A Name of Personal Representative(s) Social Security Number(s) I EIN Number of Personal Representative(s} Street Address City State Zip - Year(s) Commission Paid: 2. Attorney's Fees BOSWELL, TINTNER, PICCOLA & WICKERSHAM 2,815.00 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 Register of Wills 97.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 BOSWELL, TINTNER , PICCOLA & WICKERSHAM - POSTAGE, PHOTOCOPIES, 75.00 NOTARY, ETC. 2 CUMBERLAND LAW JOURNAL - ADVERTISE ESTATE 75.00 3 THE SENTINAL LEGAL - ADVERTISE ESTATE 97.07 TOTAL (Also enter on line 9, Recapitulation) $ 4,599.07 Debts of decedent must be reported on Schedule I. (If more space is needed, insert additional sheets of the same size) Copyright (e) 1996 form software only CPSystem$, Inc. Form REV-1511 EX (Rev. 1-97) REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF JEAN L. KLINGLER SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SSff 207 - 07 - 7820 01/09/2001 FILE NUMBER 2001-00073 Include unreimbursed medical expenses. ITEM NUMBER 1 DESCRIPTION CONNER, RICH, KEARNEY & TORCHIA DOCTOR BILL AMOUNT 27 .84 2 CONNER, RICH, KEARNEY & TORCHIA DOCTOR BILL 6.96 3 MID-PENN UROLOGY - DOCTOR BILL 40.85 4 VERIZON - FINAL PHONE BILL 3.93 TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) Copyright tc) 1996 iorm sottware only CPSystems. Inc. $ 79.58 Form REV-1512 EX (Rev. 1-97) REV-1513 EX + (9.00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF JEAN L. KLINGLER SSlt 207-07-7820 01/09/2001 FILE NUMBER 2001-00073 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. AXABLE DISTRIBUTIONS [include outright spousal distributions. and translers under Sec. 9116{a){1.2)] 1 JOAN M. KLINGLER 4187 ALLENDALE WAY CAMP HILL, PA 17011 DAUGHTER 1/3 OF RESIDUE 2 JANICE MCAVOY 7320 JEFFERSON STREET HARRISBURG, PA 17111 DAUGHTER 1/3 OF RES IDUE 3 MEGAN K. KLINGLER SCOTT T. KLINGLER EMILY J. KLINGLER C/O TANYA H. KLINGLER 674 MEADOW LANE ROCHESTER, PA 15074 GRANDDAUGHTER GRANDSON GRANDDAUGHTER 1/3 OF RESIDUE 1/3 OF RESIDUE 1/3 OF RESIDUE ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 1STHRU 18 AS APPROPRIATE ON REV 1S00 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group. Inc. Form REV-1513 EX (Rev, 9-001 LAST WILL OF JEAN L. KLINGLER I, JEAN L. KLINGLER, of Susquehanna Township, Dauphin County, Pennsylvania, being of sound and disposing mind, memory and underscanding make and publish this writing to be my Last Will and hereby revoke and make void any and all former Wills or Codicils made by me at any cime prior hereto. ITEM I: I direct the payment out of my estate of all , my just debts and funeral expenses as soon after my decease as convenient. ITEM II: I give, devise and bequeath my entire estate, both real and personal of whatsoever nature and wheresoever the same may be situated at the time of my death to my husband, LESTER H. KLINGLER, if he should survive me by more than Sixty (60) days. ITEM III: In the event that my husband, LESTER H. KLINGLER, shall predecease me or die before che 60th day, I de- vise and bequeath my entire estate, both real and personal of whatsoever nacure and wheresoever the same may be situated at the time of my death in Three (3) equal shares per stirpes to my children, JOAN M. KLINGLER, now of Lemoyne, Pennsylvania, JANICE A. McAVOY, now of Harrisburg, Pennsylvania, and THOMAS L. KLINGLER, now of Rochester, Pennsylvania. 9Dih'- ~ ~~ Jean L. Klingler (SEAL) ITEM IV: I authorize and direct my Executor any and all real estate of which I die possessed. ITEM V: All taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction im- posed, shall be considered a part of the expense of the adminis- tration of my estate, and my Executor shall have the absolute power in his discretion to pay the same at once whether or not the law under which they are imposed permits the postponement of payment of all or part of them at a later time. ITEM VI: I appoint my husband, LESTER H. KLINGLER, of Susquehanna Township, Dauphin County, Pennsylvania, as Executor of this, my Last will. Should my husband, LESTER H. KLINGLER, for any reason fail or not qualify as Executor, I appoint in his place as Executrix, my daughter, JOAN M. KLINGLER, now of Lemoyne, Pennsylvania. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~Ot:; day of Jt:).~UQ.~t , A.D., 1985. 91--- > :to ~'~/t} ean L. Klingle (SEAL) -2- '/ Bonds with Mom as owner and the following as beneficiaries aA~ 2-[g(<l/ Megan '>"2 $500 bonds dated 6/95 3.2(),10 <c2"'" t,,/0.80 Scott - A $500 bonds dated 2/95JJ'f. 16 sgf/I,!(" /2 $500 bonds dated 6/95.3'.20 '10""'d- ~ u'/o,;:;o '^ f/o,:1o Emily - /2 $500 bonds dated 2/95 J' -" 9. f 0" ). = /7' !.J ? 0 /<2 $500 bonds dated 6/95..5:'0'. lie! (")( v. Tanya-.A'$500 bonds dated 2/95JJ9. 10 ,;. erR.fo Kelly -/2 $500 bonds dated 2/94.35'/ 30 ~;? ~ 7c)? C-o Janice ---8 $500 bonds dated 12/94 -3'.3' f 10 .'J. f 0 ,j 7/ S; rJ 0 " .r ,.4$500 bonds dated 4/93 ,k,.l. fo .".11. 1'15/:20 /11&&'fO Joan - 4'.$500 bonds dated 11/92 '10/.;Oj A$500 bonds dated 10/93 ...?5.J.!lO~f'" 'l'f'a'l.r.o 4 $500 bonds dated 6/946'1710 . ' 12~ () "S. - v.".\....e: ,,"'-s\.. . 02126/01 13:43 ~1 302 934 2955 CIS .1i!J 002/003 _ _ / I -~~ 'M.....'..p'~ '-. \ ~~ v' allfirst AIlfirst Financial Center N.A. PO Box 900 Millboro, DE 19966 February 26, 2001 Boswell, Tintner, Piccola & Wickersham Attorneys At Law 315 North Front Street PO Box 741 Harrisburg, PA 17108-0741 Re: Estate of Jean 1. Klinrder Social Securitv: 207-07.7820 Date of Death: January 9. 2001 Dear Sir or Madam: Per your inquiry dated February 8, 200 I please be advised that at the time of death, the above- named decedent had on deposit with this bank the following: 1. Type of Account Golden Age Checking Account Number 0051894459 Ownership (Names oj) Jean L Klingler Lester H Klingler.Deed Opening Date 08128/64 $3.805.54 $ 0.00 Ba/anJ;e on Date of Death Accrued Interest Total ..T3.'8OI'5;r.....-............-..- 2. Type of Account Money Market Checking Account Number 0094240884 Ownership (Names oj) Jean L. Klingler Lester H Klingler,DeCd Opening Dale OIIJJ/OI Balance on Date of Death $0.00 Accrued Interest Total $0.00 ..JiFiiij'................................ 02126/01 13:43 ~1 302 934 2955 CIS I4J 003/003 < 3. 1j;pe of Account MOl1ey Fund Alternative Account Number 0950266371 Ownership (Names of) Jean L. Klingler Opening Date ll/15/00 Balance on Date of Death $39,909.06 Accrued Interest $ 127.70 Total ..'!f39,7jj"6."ig--.-..--........---- This letter does nol include any accounts in which the deceased may have been listed as power of AlIorney. Custodian of Uniform Tronsjers. Representative Payee. or Trustee under a WriUen Agreement. For further account information. closures and/or reimbursement of funds reftr /0 he/ow branch: SUMMERDALE PLAZA OFfiCE 423 NORTH ENOLA ROAD ENOLA. P A 170~5 717.255-2261 Sincerely, tf Assistant III Cis SeIVices, (302) 934-2909 PETITION FOR PROBATE and GRANT OF LETTERS Estate oj::k.....l\. L 'K \~ Y'-~...r No. 0:> ( - 0 t - :l 3 also known as To: Register of Witls for the ~ Deceased. County of '-- "^' ~ 1a..r )o..~ in the Social Security No. G- D , - CJ -r - 1:::/ <z, ~, 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 executY"~ ~ in the last will of the above decedent, dated .T.,........ '^-eJ.- r ~ 3vf ~ and codicil(s) dated I-c H.......... ~, .l:::. F'7!f~ '!"'J '1 "%.. named , 19 ~ r (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cv-. W"l.bQ r \~'^-~ County, Pennsylvania, with h ~ ..,... last family or ~rincipal residence at '-i ~ J 9 J? -Jl'" 1",...cA. ~ J2../J.... M(..:Jj.:- \.Lu-... ~ ).( s \",A)I'"-\ J..I c... ~ fd....<.}'- f z-,f ' (lIst street, number and munclpalIty) J - <J ~200 ) , ~~ , years of age, died at ~ ~5 t"-( Except as fol ows, 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 incom peten t: 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: $ <:.[)~ "1 I \, J < ~ Co f $ $ $ 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.t.a.; administration d.b.n.c.t.a.) theron. l;I) OJ u c:: ll) ~3 ll)~ cGll) c:: 'ijO c';: ~ ".0 3~ ll) '- ~o ~ c:: 0.0 i:i5 ?~ , 'If '? ~r w ~r2-- A ( '&. ~\p \;] 6-'-( ~ ( (( (J .I! \ .., i) a'---ll 'fo ;> OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA I s~ COUNTY OF CUMBERLAND J ~ 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 truly administer the estate according to law. :T~~ ~ affirmed and 16TH V) OQ' ::::s ~ ..... ~ ~ ~ No. 21 - 01 - 73 Estate of JEAN L KLINGLER , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW JANUARY 17.. 19; 2001, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated JANUARY 30, 1985 described therein be admitted to probate and filed of record as the last will of JEAN L KLINGLER TESTAMENTARY JOAN M KLINGLER and Letters are hereby granted to /) l1i') , ( '/ '/'/'-T C . .L<.~L,-.' L/':) -/(/ J' r l./{!-.f"i _ I .' / !J f/ \..J Register of Wills MARY CLEWIS FEES Probate, Letters, Etc. ......... Short Certificates( 3) . . . . . . . . . . Renunciation ................ X-PAGE JCP $ 80.00 $ $ $ 3.00 ~.OO TOTAL - $ 97 88 JANUARY 17 2001 · . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . q nn ATTORNEY (Sup. Ct. LD. No.) ADDRESS Filed PHONE ,..- Mailed letters to Executrix on 1-17-01 21 - 01 - 73 REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS """" "'-, '''.., codicil (each) a subscribing witness to th~"'~ill presented herewith, (each) being duly qualified according to '",- law, depose(s) and say(s) that " present and saw " '-",- " ......."... the testat , sign the same and that '" "'- signed as a witness at the request of testat_ in h presence and (in tlie.~resence of each other) (in the presence of the other subscribing witness(es)). """~., Sworn to or affirmed and subscribed before me this day of 19_ """". Register '''...., '~~e) "'- "'-, (Address) ~ "". (Name) '-. (Address) REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS .~ J C? dA-, If 7fff1ttf" \ /1)(' Il ~/O V testat~ of (one of the subscribing witnesses to) the (each) a subscriber hereto, (each) being y qualified according to law, depose(s) and say(s) that ;t: """Ll1 familiar with the signature of .::J~ q...Y\. L, I(~; Y> (['4-. ~ will presented herewith and CI:IIiiitl believ~the signature on the will is in the handwriting of ~ .- that to the best of ~~ /V11 eA- Sworn to or affirmed and subscribed before me this 16TH day of RY 2001 ~~ ~'F ;;// . . (Name) ., _ LfJ~ A(le~~ \.A~7 ~A J!."fll 7tJU , Q (Address) r1/JMY Ii' Ijj;ltidY!cr--- ' 'I ~t1f1me) IJI! '73 (XU () '( . _ 1-tLJJ1 tV.;!, f/{t11A-v.AttJ4 / /l MMre~ V 17m . 1,... 1- Illulldmg, e'c. l~pec,TVI ...... P Jj IN RE: ESTATE OF JEAN L. KLINGLER, DECEASED : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYL VANIA : ORPHANS' COURT DIVISION : ESTATE #2001-73 : SOCIAL SECURITY #207-07-7820 STATUS REPORT UNDER RULE 6.12 Name of Decedent: JEAN L. KLINGLER Social Security No. 207-07-7820 Date of Death: JANUARY 9. 2001 Will No. Register File No. 2001-73 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_ NO-L 2. lfthe answer to #1 is No, state when the personal representative reasonably believes that the administration will be complete: OCTOBER" 2001 3. lfthe answer to #1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No 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 _ No _ d. Copies of receipts, releases, joinders and approvals of formal or information accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: June 14, 2001 Signature: -::Je~~ (.~Ct..ck Name: Jeffrey Piccola, Esquire Address: 315 North Front Street, Harrisburg, P A, 17101 Telephone: (717) 236-9377 Capacity: _Personal Representative --X- Counsel ~~ / / /"" ---,.-I J (/~ ..., / u - ' C/l./ , '1 -- ~EAU OF INDIVIDUAL TAX~~ Jr,HERITAh:E TAX DIVISION ~~PT. 280601 HARRISBURG? PA 171Z8-0601 Lj COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JEFFREY E PICCOLA ESQ BOSWELL ETAL PO BOX 741 HBG PA 17108 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 07-30-2001 KLINGLER 01-09-2001 21 01-0073 CUMBERLAND 101 si- c/ * REV-1547 EX AFP <1%-OQ) JEAN L Amount Remitted 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=iSiri-ix-AFP-,l"2=O(fr-NOTIci-oF--fNHEififAifci-TAx-APPRAisEirENT~--ALLOWANCE-OR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KLINGLER JEAN L FILE NO. 21 01-0073 ACN 101 DATE 07-30-2001 TAX RETURN WAS: ( ) ACCEPTED AS FILED SEE ATTACHED NOTICE ( X) CHANGED NOTE: If an assessmen~ was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total oT ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 58,688.41 X 045 = 2,640.97 .00 X 12 = .00 .00 X 15 = .00 (19)= 2,640.97 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Depos"its/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. 10. 11. 12. 13. 14. (9) (10) Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Debts/Mortgage Liabilities/Liens (Schedule I) Total Deduct~ons Net Value of Tax Return Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate Subject to Tax .00 12?905.00 .00 .00 43,320.38 .00 7,141.68 (8) 4,599.07 79.58 (11) (12) (13) (14) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 63,367.06 4.678 65 58,688.41 .00 58,688.41 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-09-2001 AA478260 105.26 2,000.00 06-14-2001 AA496724 .00 214.34 PAYMENT MUST BE MADE BY 10-09-2001*. TOTAL TAX CREDIT 2,319.60 BALANCE OF TAX DUE 321.37 INTEREST AND PEN. .00 TOTAL DUE 321.37 ~ 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 SIDE OF THIS FORM FOR INSTRUCTIONS.) f-A-C(l y'- 3-0/ (l~7? / & --:>>3 '-1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERiTANCE TAX DIVISION . DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN JEFFREY E PICCOLA ESQ BOSWELL ETAL PO BOX 741 HBG PA 17108 07-30-2001 KLINGLER 01-09-2001 21 01-0073 CUMBERLAND 101 Sbj* REV-1547 EX AFP (12-00> JEAN L Amount Remitted .00 12,905.00 .00 .00 43,320.38 .00 7,141.68 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 (1) (2) (3) (4) (5) (6) (7) (9) (10) 4,599.07 79.58 (11) (12) (13) (14) NOTE: To insure proper credit to your account, submit the upper portiol of this form with your tax payment. (8) 63,367.06 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=is'4j-e:X-AFP--ci2"':-oo'Y-NCffice:--OF-i-NHEiiiTANCE-,.-ii-AppRA-isEMENT,--AiloWANCE-oi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KLINGLER JEAN L FILE NO. 21 01-0073 ACN 101 DATE 07-30-2001 TAX RETURN WAS: ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. 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 4.678.65 58,688.41 .00 58,688.41 NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect figures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 58,688.41 X 045 = 2,640.97 .00 X 12 = .00 .00 X 15 = .00 (19)= 2,640.97 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-09-2001 AA478260 105.26 2,000.00 06-14-2001 AA496724 .00 214.34 PAYMENT MUST BE MADE BY 10-09-2001*. TOTAL TAX CREDIT 2,319.60 BALANCE OF TAX DUE 321.37 INTEREST AND PEN. .00 TOTAL DUE 321.37 . 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 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 appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: 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 WILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of PennsYlvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must 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. ADMIN- ISTRATIVE CORRECTIONS: 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. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent"s death, a five percent (5Z) discount of the tax paid is allowed. PENALTY: The 15Z 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: 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 (6Z) 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 2001 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20Z .000548 1992 9Z .000247 1983 16Z .000438 1993-1994 7Z .000192 1984 llZ .000301 1995-1998 9Z .000247 1985 13Z .000356 1999 7Z .000192 1986 10Z .000274 2000 8Z .000219 1987 9Z .000247 2001 9Z .000247 1988-1991 llZ .000301 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (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. REV-1470 EX (6-88) .. INHERITANCE TAX EXPLANA TION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME FILE NUMBER REVIEWED BY ACN 2101-0073 101 Klinger, Jean L. Daniel Heck SCHEDULE ITEM NO. EXPLANATION OF CHANGES G 1 The this account is 1000/0 taxable as the decedent was over the age of 59 % at date of death. ROW Page 1 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 JEFFREY E PICCOLA 315 NORTH FRONT STREET HARRISBURG, PA 17101 -------- fold ESTATE INFORMATION: SSN: 207-07-7820 FILE NUMBER: 21-2001- 0073 DECEDENT NAME: KLINGLER JEAN L DATE OF PAYMENT: 08/06/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 01/09/2001 NO. CD 000120 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $321 .37 I I I I I I I I TOTAL AMOUNT PAID: $321 .37 REMARKS: JEFFREY E PICCOLA CHECK#104 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS /0~-d.O~j.- '-I BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT ;f- ._~ v~ REY-1U7 EX AFP (12-00) JEFFREY E PICCOLA ESQ BOSWELL ETAL PO BOX 741 HBG PA 17108' DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-04-2001 KLINGLER 01-09-2001 21 01-0073 CUMBERLAND 101 JEAN 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=i6o'-Ex--AFP-fi"2-:offr------.ii"-iNHERli"-ANcE-fAx-sTATEHENf-'ifF"-AC-couiff--.-i.--------------------- ESTATE OF KLINGLER JEAN L FILE NO.21 01-0073 ACN 101 DATE 09-04-2001 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, ~ PR04ECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-30-2001 PR I NC I PAL TAX DUE: .__.__._._..._..____.__.___..__._..__.....__._.__...__..--.---...---....-.---. 2,640.97 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-09-2001 AA478260 105.26 2,000.00 06-14-2001 AA496724 .00 214.34 08-06-2001 CDOOO120 .00 321.37 TOTAL TAX CREDIT 2,640.97 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER THIS DATE, SEE REVERSE 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. ) PAVMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. If RESIDENT DECEDENT lIake check or money order payable to: REGISTER OF WILLS, AGENT. I f NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices or froll the Department's 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, HarriSburg, PA 17128-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty 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. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day froll the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2001 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20X .000548 1992 9X .000247 1983 16% .000438 1993-1994 7% .000192 1984 11% .000301 1995-1998 97- .000247 1985 13% .000356 1999 7% .000192 1986 107- .000274 2000 8% .000219 1987 9% .000247 2001 9% .000247 1988-1991 IlX .000301 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NU"BER 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 lIust be calculated. () .../ : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS' COURT DIVISION : ESTATE #2001-73 : SOCIAL SECURITY #207-07-7820 IN RE: ESTATE OF JEAN L. KLINGLER, DECEASED STATUS REPORT UNDER RULE 6.12 Name of Decedent: JEAN L. KLINGLER Social Security No. 207-07-7820 Date of Death: Will No. JANUARY 9. 2001 Register File No. 2001-73 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.1L- No 2. If the answer to # 1 is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to # 1 is Yes, state the following: a. b. c. d. Date: June 25, 2002 Did the personal representative file a final account with the Court? Y es No --.X.- The separate Orphans' Court No. (if any) for the personal representative's account is: Did the personal representative state an account informally to the parties in interest? Yes.1L- No_ Copies of receipts, releases, joinders and approvals of formal or information accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. m jl' _ ~ (~ 1Ca/(' Jeffrey . Piccola, Esquire 315 North Front Street, Harrisburg, P A, 1 71 0 1 Telephone: (717) 236-9377 Capacity: _Personal Representative --X- Counsel Signature: Name: Address: f';2 ......."'c DECEASED : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS' COURT DIVISION : ESTATE #2001-73 : SOCIAL SECURITY #207-07-7820 IN RE: ESTATE OF JEAN L. KLINGLER, FAMILY SETTLEMENT AGREEMENT ESTATE OF JEAN L. KLINGLER AGREEMENT executed this 24th day of June, 2002, by and between Joan M. Klingler, J anice McAvoy, Tanya H. Klingler, as guardian of Megan L. Klingler, Scott T. Klingler and Emily J. Klingler, minors, beneficiaries of the Estate of Jean L. Klingler, and Joan M. Klingler, Executrix of the Estate of Jean L. Klingler, at 418 Allendale Way, Camp Hill, Cumberland County, Pennsylvania. WITNESSETH: WHEREAS, Jean L. Klingler, died on January 9,2001, testate. Letters Testemantary were issued by the Cumberland County Register of Wills on January 17, 2001 ; and WHEREAS, the Exeuctrix has proceeded with the administration of said estate, and has paid all proper bills and debts for the estate and has prepared a Pennsylvania Inheritance Tax Return, which documents have been filed with the Register of Wills of Cumberland County; and WHEREAS, the Executrix has examined the income and expense statements for the estate pertinent to the estate assets, income earned and expense paid during the course of the administration; and WHEREAS, the parties hereto agree that the Executrix need not file a First and Final Account and Schedule of Distribution with the Orphans' Court of Cumberland County, and that the net estate of the decedent shall be distributed pursuant to the Testate Laws of the Commonwealth of Pennsylvania. NOW THEREFORE, the parties hereto intending to be legally bound hereby, mutually agree, as follows: 1. Pennsylvania Inheritance Tax. The parties hereto, and each of them, agree and acknowledge that they have fully and carefully examined the Pennsylvania Inheritance Tax Return and the Schedule J Beneficiary form relating thereto, and finds them to be true and correct, and acceptable to the parties hereto and each of them, and further that they have received a copy of these documents. 2. Release and Discharge. The parties hereto do hereby release, remise and forever discharge the Estate of Jean L. Klingler, the Executrix and the attorney for the Estate, of and from all manner of acts, suits, claims, accounts, accountings, debts, dues and demands whatsoever which he or his legal representatives or assigns may at any time hereafter have, against the Executrix, the said Estate or the assets thereof, from, for, touching or concerning any of the assets and property of the said Estate and/or any claim or interest thereto or therein, and the administration, management, collection, sale or distribution of any of the said assets and for or on account of any money, interest, income, assets or proceeds out of the same, from the time of the death of the said decedent to and including the date of this Agreement and release. 3. Distribution. Under the intestate laws of the Commonwealth of Pennsylvania, distribution will be made in accordance with Schedule J of the Pennsylvania Inheritance Tax Return, which is as follows: Joan M. Klingler 1/3 of estate $19,655.55 Janice McAvoy 1/3 of estate $19,655.55 Megan L. Klingler Scott T. Klingler Emily J. Klingler 1/3 of estate $19,655.55 (a) Taxes. The Pennsylvania Inheritance Tax return was filed on June 14, 2001. Said return was accepted. (b) Creditors' claims. All claims of the creditors, as known to the Executrix have been paid. ( c ) Advance Distribution. There has been no advance distribution to the Beneficiaries. (d) Residuary distribution. The savings bonds that are payable to each heir will be distributed according to the bonds. Distribution to the residuary to the beneficiaries are made as follows: Joan M. Klingler 1/3 of estate $19,655.55 Janice McAvoy 1/3 of estate $19,655.55 Megan L. Klingler Scott T. Klingler Emily J. Klingler 1/3 of estate $19,655.55 4. Personal Property. All personal property were given in accordance with the testate laws of the Commonwealth of Pennsylvania. 5. Final agreements. This instrument is a full and final Family Settlement Agreement by and between the parties hereto, both fiduciary and individual, all of the same having been arrived at, concluded and executed after a full and complete disclosure of the assets of the said estate and the rights of the parties herein and thereto and all of the parties hereto, and each of them, agrees to abide by the terms thereof. 6. Requirement to execute documents. The parties hereto, and each of them, agree that they will at all times in the future and whenever necessary, appropriate or convenient, make, execute and deliver to the said Executrix, and to the other party or persons, any and all instruments, documents, conveyances, deeds, releases or other instruments of any kind necessary or convenient to carry out the intention of this Agreement and/or to permit, assist and enable the Executor to fulfill his duties with reference to the said estate and all of the assets thereof. 7. Entire agreement. This Agreement constitutes the entire understanding among the parties hereto, and each of them acknowledges that no representations or statement of any kind, written or oral, have been made to them or any of them prior hereto by the Executrix or by any other person or party upon his behalf. 8. Heirs. This Agreement shall enure to the benefit of and shall be binding upon, the parties hereto, and each of them, their heirs, executors, administrators, successors and assigns. 9. Signature. It is agreed that this Agreement may be signed in counterparts by all parties. IN WITNESS WHEREOF, the parties hereto have hereunto set their respective hands and seals the day and year first above written. :JJ:resen~,: of:, / ~~-I-v IN WITNESS WHEREOF, the parties hereto have hereunto set their respective hands and seals the day and year first above written. In the presence of: ~~ ~('t:Zt~1 JA, E MeA VOY /' IN WITNESS WHEREOF, the parties hereto have hereunto set their respective hands and seals the day and year first above written. "D~ ../ ./ .//"'~'./ In the presence of: TAN . I LER, NATURAL MOTHE~AN GUARDIAN .OF MEGAN KLINGLER, SCOTT T. KLING ER & EMILY J. KLINGLER IN WITNESS WHEREOF, the parties hereto have hereunto set their respective hands and seals the day and year first above written. 3::e(~ ....--..., ,.~_., .. ) Register of Wills of CUMBERLAND County, Pennsylvania INVENTORY Estate of JEAN L. KLINGLER No. 2001-00073 01/09/2001 also known as Date of Death , [l8oeiaBeiBcurity No. 207-07-7820 JOAN KLINGLER, Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I /We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: Personal Representative I.D. No.: 18018 Signature: ~~~~ JOAN INGLER / 418 ALLENDALE WAY JEFFR ESQUIRE Signature: Address: 315 N. FRONT STREET/PO BOX 741 Address: HARRISBURG, PA 17108-0741 CAMP HILL, PA 17011 Telephone: 717/236 - 9377 Telephone: 717/763-4501 Dated: b )2- ( Description Value (See continuation page(s) attached) (Attach additional sheets if necessary) Total: 76,955.31 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form IIRW-7 (1992) Estate of: Date of Death: County: INVENTORY JEAN L. KLINGLER 01/09/2001 CUMBERLAND CASH: ALLFIRST BANK - CHECKING ACCOUNT #0051894459 ALLFIRST BANK - MONEY MARKET CHECKING ACCONT #0094240884 ALLFIRST BANK - MONEY FUND ALTERNTAIVE #0950266371 BANKERS LIFE INSURANCE COMPANY - REFUND OF PREMIUM PAYMENT DEDUCTED FROM CHECKING ACCT. BANKERS LIFE & CASUALTY COMPANY - REFUND FROM NURSING HOME INSURANCE POLICY COMCAST CABLE - REFUND FROM OVERPAYMENT ON ACCOUNT CUNA MUTUAL LIFE INSURANCE COMPANY - LIFE INSURANCE POLICY SOAP OPERA DIGEST - REFUND FROM SUBSCRIPTION THE PATRIOT NEWS - REFUND NEWSPAPER SUBSCRIPTION -1- 3,805.54 39,036.76 91.56 97.66 2.11 20,729.93 69.95 216.80 64,050.31 . BONDS: ------ 800.00 EIGHT (8) US SAVINGS BONDS - 2,715.20 DATED DECEMBER 1994 500.00 FIVE (5) US SAVINGS BONDS - 1,697.00 DATED FEBRUARY 1995 400.00 FOUR (4) US SAVINGS BONDS - 1,451.20 DATED APRIL 1993 400.00 FOUR (4) US SAVINGS BONDS - 1,604.80 DATED NOVEMBER 1992 400.00 FOUR (4) US SAVINGS BONDS - 1,415.20 DATED OCTOBER 1993 400.00 FOUR (4) US SAVINGS BONDS - 1,389.60 DATED JUNE 1994 600.00 SIX (6) US SAVINGS BONDS - 1,922.40 DATED JUNE 1995 200.00 TWO (2) SAVINGS BONDS - DATED 709.60 FEBRUARY 1994 TOTAL RECEIPTS OF PRINCIPAL............... -2- 12,905.00 76,955.31 DECEASED : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYL VANIA : ORPHANS' COURT DIVISION : ESTATE #2001-73 : SOCIAL SECURITY #207-07-7820 IN RE: ESTATE OF JEAN L. KLINGLER, CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Jean L. Klingler Date of Death: January 9,2001 Will No.: 2001-00073 To the Register: I certify that notice of estate administration required by Rule 5 .6( a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on February 23, 2001 to: Joan M. Klingler 418 AUendale Way Camp Hill, P A 17011 Janice McAvoy 7320 Jefferson Street Harrisburg, P A 1 7111 Megan K. Klingler Scott T. Klingler Emily J. Klingler (minors) -:c/o Tanya H. Klingler "-674 Meadow Lane Rochester, PA 15074 ICCOLA & WICKERSHAM By: Capacity: Jeff] . Piccola, Esquire Supreme Court I.D. #18018 315 North Front Street P. O. Box 741 Harrisburg, P A 17108-0741 (717) 236-9377 Personal Representative X Counsel for Personal Representative LAST WILL OF JEAN L. KLINGLER I, JEAN L. KLINGLER, of Susquehanna Township, Dauphin County, Pennsylvania, being of sound and disposing mind, memory and understanding make and publish this writing to be my Last Will and hereby revoke and make void any and all former Wills or Codicils made by me at any time prior hereto. ITEM I: I direct the payment out of my estate of all my just debts and funeral expenses as soon after my decease as convenient. ITEM II: I give, devise and bequeath my entire estate, both real and personal of whatsoever nature and wheresoever the same may be situated at the time of my death to my husband, LESTER H. KLINGLER, if he should survive me by more than Sixty (60) days. ITEM III: In the event that my husband, LESTER H. KLINGLER, shall predecease me or die before the 60th day, I de- vise and bequeath my entire estate, both real and personal of whatsoever nature and wheresoever the same may be situated at the time of my death in Three (3) equal shares per stirpes to my children, JOAN M. KLINGLER, now of Lemoyne, Pennsylvania, JANICE A. McAVOY, now of Harrisburg, Pennsylvania, and THOMAS L. KLINGLER, now of Rochester, Pennsylvania. 9'4-'- ~ ~~ --Jean L. Klingler ( SEAL) ITEM IV: I authorize and direct my Executor to sell any and all real estate of which I die possessed. ITEM V: All taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction im- posed, shall be considered a part of the expense of the adminis- tration of my estate, and my Executor shall have the absolute power in his discretion to pay the same at once whether or not the law under which they are imposed permits the postponement of payment of all or part of them at a later time. ITEM VI: I appoint my husband, LESTER H. KLINGLER, of Susquehanna Township, Dauphin County, Pennsylvania, as Executor of this, my Last Will. Should my husband, LESTER H. KLINGLER, for any reason fail or not qualify as Executor, I appoint in his place as Executrix, my daughter, JOAN M. KLINGLER, now of Lemoyne, Pennsylvania. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~O~ day of J~~vo.~t / A.D., 1985. 9!,~--,:I~ ~~; ean L. Klingle (SEAL) The preceding instrument, consisting of this and one other typewritten page identified by the signature of the Testatrix, was on the day and date thereof signed, published and declared by JEAN L. KLINGLER, the Testatrix therein named, as and for her Last Will in the presence of us, who, at her request, in her presence an~~ the presence of each other, have SUbscri.be.d our names as Wir..e_res. eta; ~ ~" ' residing at I~~ I ~ f1 Q;..ofl.. residing at_~~~o \ \)0.. ~ -2- CD i q> ~ x w C\J <D > W a: ~ C\J I"- 1.O 0'> ~ <( <( 0 z X <C .... t- W a. t- - <c<C w _t- O zCIJ <w w >0 a: ...Jz ><C ...J CIJ zW <C zO - wZ 0 a..<C - t- LL a: LL w 0 :r: z ~,-~- ~~_":;':"-_~_""':;;~~'''~'&.V-:-'~~'-'''~~~~-'~.'-':'''7':::-r-.7:.:.::::,;~-_--l'''....'i::",~~;.a~~~_~-'"'"~~_.:.~. 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