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Home My WebLink About01-0199 R':"OOEX..'OOI 0 RtGJAlAL * PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 )f..,-Qll-1Q. REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT W I- ~:!U) u"''' w"u ",00 U"'"'" "Ill .. .. DECEDENfS NAME {LAST, FIRST. AND MIDDLE INITIAL) I- Z W C W () W C Kite Thelma A- DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-OD-Year) OFFICIAL USE ONLY tb 02/14/2001 03/22/1908 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAl) FILE NUMBER 2... ..L -...Q.... L JL. ...1... ..@.. ..@.. _ COUNTY CODE YEAA NUMIlER SOCIAL SECURITY NUMBER 174-46-5440 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Retum {date ofdeath prior 10 12-13-82} o 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Soc. 9113(A) 1_" So" OJ z o 5 :;) l- ii: <C () w ~ z o S :;) II.. :::!ii o () ~ !Xl 1. Original Retum o 4. Limited Estate o 6. Decedent Died Testate (AttachcopyofWil) o 9. Litigation Proceeds Received D 2. Supplemental Return o 4a, Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Atlacll copy Of Trust) o 10. Spousal Poverty Credit (dateOfdeath between 12.31-91 and 1-1-95) COMPLETE MAILING ADDRESS 845 Sir Thomas Court, Suite 9 OFFICIAL USE ONL ~ , 148.86 4'929.99.L. . 145,045.00 .______ 150:i"3.<-,, 8,387.00 3,222.65 (11) (12) (13) 11 ,609.65 138,514.20 I- Z W C Z o .. ., w '" '" o u NAME Jan L Brown Es . FIRM NAME (If Applicable) Jan L Brown and Associates TELEPHONE NUMBER 717 541-5550 Harrisburg, PA 17109 (14) 168,0.....20 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation. Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash. Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly OWned Property (Schedule F) 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. Debls of Decedent, Mortgage Liabilitles, & Liens (Schedule I) 11. Totat Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental Bequests/See 9113 Trusts fbrwhich an election to tax has not been made (Schedule J) (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS OttREVERSE SIDE FOR APPLICABLE RATES 15. Amount of Une 14 taxable at the spousal tax rate, ortransfars undar Soc. 9116 (a)(1.2) X _(15) 138,514.20 X .045 (16) X .12 (17) X .15 (18) (19) 6,233.14 6,233.14 16. Amount of Une 14 taxable at lineal rate 17. Amount of Une 14 taxable at sibling rC!te 18. Amount of Une 14 taxable at collateral rate 19, Tax Due 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's ComDlete Address: STREET ADDRESS Thelma A. Kile 1875 Good Hope Road CITY I STATE I ZIP Enola PA 17025-1234 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 6,233.14 5921 48 31166 3. InteresUPenalty if applicable D. Interest E. Penalty Total Credits (A + 8 +C) (2) 6,233.14 T otallnteresUPenalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check to: OF AGENT 0.00 0.00 0.00 PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Diddececentmakeatransferand: Yes No a. retain the use or income of the property transferred; ........................................................................... 0 lID b. retain the right to designate who shail use the property transferred or its income; ........................................ 0 lID c. retain a reversionary interest; or ...................................................................................................... 0 lID d. receive the promise for I~e of either payments, benefits or care? ............................................................. 0 lID 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................. lID 0 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 lID 4. Did dececent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................... ................................................. 0 lID IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, Under penaties of pe~ury, I declcre thai I have examined this return, includin~ accompanying schedules and statements, and 10 the best of my knowledge and belief, il is true, correct and complete. Declaration of preparer other than the personal representative is based on allmfonnation of which preparer has any knowledge. SIGNATURE OF P RSON RESPONSIBLE FOR FILING RETURN DATE .s /0/6 ( ADDRESS 1875 Good Hope Road En la PA 17025-1234 SiGNATURE OF RARE HAN REPRESENTATIVE ADDRE~ 5 Sir Thomas Court, Suite 9 rrisburj:!. PA 17109 liI~II"U1:lIill.IfI"__""illIill.If"llllJlmIlllIlllH_T,IIIlI.I_' _"_I; -ffillU!F!lIIIIIIIftl!! ffi!1l11111rn!Jm\j!!IDtOO!__jlllllllllllllll~ lIIIIIIIIIIIIIIamI~M IIIIIIIIIIIIIIBllHk'T1 For dates of death on or after July 1,1994 and before January I, 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)). Fordates of death on or after January I, 1995, the tax rate imposed on the net value of transfers to orforthe use 01 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 stiil applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July I, 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 01 the child is 0% (72 P.S. ~9116(a)(1.2)1. The tax rate imposed on the net vaiue of transfers to or for the use of the dececent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(I)). The tax rate imposed on the net value of transfers to or for the use of the decedent', siblings is 12% (72 P.S. ~9116(a)(1.3)1. 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. ~'''EX'('.? '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Kile Thelma A FILE NUMBER 21 02 0199 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 148.86 Refund from Claremont Nursing TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 148.86 R~'''EX.I'~ *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTL Y.OWNED PROPERTY ESTATE OF Kile Thelma A If an asset WlS made joint within one year of the decedents date of death, it must be reported on Schedule G. FILE NUMBER 21 02 0199 SURVIVING JOINT TENANT!S) NAME RELATIONSHIP TO DECEDENT ADDRESS A. Donald Smiley B Dolores Henry c 115 East Columbia Road Enola, PA 17025 1875 Good Hope Road Enola, PA 17025-1234 Grandson Daughter JOINTLY-OWNEO PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT deed forjoinUy-held real estate. VALUE OF ASSET INTEREST DECEDENTS INTEREST 1. A. 6/83 $200 US Savings Bond 303.28 50. 151.64 2. A 6/83 $200 US Savings Bond 303.28 50. 151.64 3. B 1991 PNC Checking Account #51-4011-2947 2,262.44 50. 1,131.22 4. B 1991 PNC Savings Account # 51-3018-7945 6,990.97 50. 3,495.49 TOTAL (Also enter on line 6, Recapitulation) $ 4 929.99 (If more space is needed, insert additional sheets of the same size) ~'''OEX'I'.~ '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBATE PROPERTY ESTATE OF Kile Thelma A FILE NUMBER 21 02 0199 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 RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE NUMBER ATTACHA COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST ~FAPP..ICABLE) 1. 1875 Good Hope Road 108,100.00 100. 3,000.00 105,100.00 Enola, PA transfered to Dolores Henry (daughter) on 8/28/00 2. Transfer from checking to Dolores Henry in 7/2000 10,000.00 100. 10,000.00 3. Transfer from checking to Donald Smiley in 7/2000 10,000.00 100. 3,000.00 7,000.00 4. Transfer from checking to Dolores Henry in 8/2000 22,945.00 100. 22,945.00 TOTAL (Also enter on line 7, Recapitulation) $ 145 045.00 (If more space is needed, insert additional sheets of the same size) REV,"""','''''. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Kile Thelma A Include unreimbullled medical expenses. ITEM NUMBER FILE NUMBER 21 02 0199 DESCRIPTION AMOUNT 102.00 1. United Health 2. AARP- Hospital Plan Premium 21.00 3. PNC- Bank Insurance Payment 6.60 4. Pharmacy- Claremont Nursing Home 3,093.05 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additionai sheets of the same size) 3222.65 "V""''''.''~". COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER k'''a ^ ?1 n? nHlQ RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. Dolores K, Henry Daughter 100% 1875 Good Hope Road Enola, PA 17025-1234 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 1. 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) '".,""x."..,'. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS EST ATE OF FILE NUMBER Kile Thelma A 21 02 0199 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1- Richardson Funeral Home 5,BOO.OO 2. Grave opening 350.00 3. Minister 200.00 4. Organist 50.00 5. Reception 448.00 B. Headstone Engraving 200.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (5) Sodal Secunty Numbe~') I EIN Number of Personal Representatlve(s) Street Address City State Zip Yea~') Commission Paid: 2. Attorney Fees Jan L Brown, Esq 1,500.00 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Jan L Brown and Associates Street Address 845 Sir Thomas Court. Suite 9 City HarrisburQ State PA Zip 17109 Relationship of Claimant to Decedent 4. Probate Fee, Register of Wills, Cumberland County 39.00 5. Accountanfs Fees 6. Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ 8 387.00 .. (If more space IS needed, Insert additional sheets of the same size) Pennsylvania iaw requires that aii reai estate be vaiued as of the most recent county-wide reassessment. The iast reassessment, or tax base year, was 1974. Since the iast reassessment in 1974, properties have been assessed at 25% of the 1974 value (the "Pre-Determined Ratio'? The new tax base year wiii be the Year 2000, with the new assessed values becoming effective for the 2001 tax year. The Pre-Determined Ratio has been changed to 100%. Your new assessed vaiue equais your Year 2000 market vaiue. It Is vel}' important for you to know that when the new 2000 tax base is determined after this reassessment, aI/taxing districts are required by law to lower the millage rate by the same proportion that the tax base went up. The iaw provides that in the first year after reassessment (2001), the county and aii townships and boroughs may not increase overaii revenue by more than five percent (5%) and schooi districts may not increase overaii revenue by more than ten percent (10%). The county and the other taxing bodies wiii make these decisions next year, and may choose not to increase overaii revenue. Of course, some individual's taxes wiii go up or down by more than those percentages. The essential point is that an increase in market values does not necessarily mean a corresponding Increase in taxes. Individual changes in taxes will depend upon a specific property's change as compared to the overall change for the taxing district. The ESTIMATED impact statement printed below is our best estimate of change, based on 2000 COUNTY tax figures. This estimate does not include any borough, township, or school district impact. ESTIMATED COUNTY TAX IMPACT: Current 2000 County mills = 27.500 Adjusted 2000 County mills = 1.858 $ $ 197 201 2000 County Tax BEFORE Reassessment. 2000 County Tax AFTER Reassessment. ~! . ,..,.~~...."......,...,----.._~.-~,._-~",----....----- J . , RIGHT TO FORMAL APPEAL: If you feel that the appraised value of your property is more or less than Fair Market Value, you may file a formal appeal with the Board of Assessment Appeals. The appeal must be filed in writing within 30 days of receipt of this notice. To allow for post office delivery time, the Board of Assessment Appeals has set August 11, 2000, as the official deadline for filing a formal appeal. Any appeal notice postmarked or received after the filing date will be rejected as untimely filed. The notice of appeal must specifically designate the parcel number(s) in question and your address so that the notice of the time and iocation of the appeal hearing may be sent to you. Appeal forms and appeal rules and regulations may be obtained at the Cumberland County Assessment Office, Old Courthouse, First Floor - One Courthouse Square, Carlisle, PA 17013. The informal review process by telephone or appointment does not extend the formal appeal deadline. THIS IS NOT A TAX BILL MAILING DATE: JUly 1, 2000 District: 10 - HAMPDEN TOWNSHIP School..: CUMBERLAND VALLEY SD Parcel Identifier: 10-14-0840-015. Land Size....: .69 acres 2000 Assessed Value Old Assessed Value Market Value (2000 Market x 100%) (1974 Market x 25%) Land Buildings 30,000 30,000 750 TOTAL 78,100 78,100 6,430 108,100 108,100 7,180 . 2000 Clean and Green Values Land NOT NOT Buildings NOT TOTAL APPLICABLE APPLICABLE APPLICABLE Clean and Gr~en values apply to some farm and forest land. Such values bec~me effective only upon application and approval. All applications must be recel~ed by the Assessment Office by 4:30 p.m. on October 15 2000 Those preViously approved for Clean and Green do not need to r';.apply. Location: 1$75 GOOD HOPE ROAD LAND LESS THAN 1 ACRE TAXABLE Property Type: R Residential With BUildings Control No: 10000372 CUYZVZBF Estate of PETITION FOR GRANT OF LETTERS T\LQ~ Q K\ t~ No. :2/-D/- ~ also known as , Deceased Social Security No. 1'14 - '1'-59'10 Petitioner(s), who is/are 18 years of age or older, apply)ies) for: (COMPLETE "A" OR "B" BELOW:) o A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut Decedent, dated and codicil(s) dated named in the Last Will of the State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: ~ B. Grant of Letters of Administration (c.I.a., d.b.n.c.l.a.: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: Relationship (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in ~ t CLaQ County, Pennsylvania, with his/her last family or principal residence at' U SL.' ' \ " (list street, number and municipality) . . Decedent, then C{ 2- years of age, died ~ 14, 200 t at &vl~ ~~\P~ (Location) Decedent at death owned property with estimated values as follows: '2. ~~ (if domiciled in PA All personal property......................................... $ i (if not domiciled in PA Personal property in Pennsylvania .................... $ (if not domiciled in PA Personal property in County.............................. $ Value of real estate in Pennsylvania ........................................................................................ $ $ ~C>c:> Total ..................................................................................................................... =;== Real Estate situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: - Typed or printed name and residence Oath of Personal Representative Commonwealth of Pennsylvania County of The Petitioner(s) above-named swear(s) and 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 representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to and affirmed and subscribed 'V ~ L c R. E $K. HiE ~ R 'I before me this . _2Qth day of ~K~ Estate of DECREE OF REGISTER Ihpjmo.. ,4, ~'/e No. also known as Deceased 21-2001-199 Social Security No: I'lL/-if If; -SLf'fO Date of Death: 1").;1;)1 V'/~/ AND NOW, February 21st, 2001 ,in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters Cl Testamentary ~ of Administration are hereby granted to ((c.t.a., d.b.n.c.t.; pendente lite; durante absentia; durante minoriate) OOLORES K. HENRY in the above estate and that the instrument(s), if any, dated described in the Petition be admitted to probate and filed of record as the Last Will of Decedent. FEES Letters.......................... .......... Short Certificates(s) .....3...... Renunciation......................... . Extra Pages (0 ) ............... I.T.R....................................... JCP Fee ................................. Inventory ................................ Other..................................... .. TOTAL .............................$ CALL ADMINISTRATRIX $ 25.00 7J1/~ MARY C. LEWIS REGISTER OF WILL $ $ $ $ $ $ $ $ 9.00 -0- Signature Attorney: ~ L '"Btb~~ I.D. No: ~ ~...~ <1. S Address: D<-tS- ScV m WV\ Cho Cst- 49 ~. ~ ( \~\r0('c, ~ ~ C) 9 Telephone: \ - S~ I ~ DATE FILED: FEBRUARY21st, 2001 5.00 39.00 Hl05.805 REV 9/8" This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. /) ;Z::}--; ,./--' (.,,(;//Jr...""c;../ /'... ",' 6,...~,., ..... ." '~'4~~y*,,~ Local Registrar -. i"/ . -.- Fee for this certificate, $2.00 p 7176879 FEB 1 f) 2001 Date 21-2001-199 I Rev. 2/87 COMMONWEALTH OF PENNSYLVANIA' OEPARTMENT OF HEALTH' VITAL RECOROS CERTIFICATE OF DEATH NAME Of DECEDENT (FirSt. M~. l_. SEX STATE FilE NUM8ER SOCiAl SECuRtTV NUMBER 5- COUNTY OF DERH 92 v... 2.Female 2. 174 - 46 - 5440 DATE OF OEATH ,Mcrwh. Oa~. ."j .. February 14,2001 ,. Thelma A. Kile AGE (l"ll<thoay) UNOER , YEAR - Days UNDER I OIlY HaI,n Minut_ BIRTHPlACE (Cory ~ PlACE OF DEATH (Cl'>eck or1fy Of'e ... .nSlrucl.ons on OIher <JtOe) Stale ()l: fcce.gn CouooYI ITAL: OTHER: Berwick Par .....,-EX ERIOulpo,;omO ~O ~O 7. ... FACk.1TY NAME (II not ll'1SIoIUbon. g.ve "'Nt and numberl ~10 Cumberland DECEDENT'S USUAl OCCUf'lllllON (~-=:'~C::::::2,:r ,~ Houseduties "~ DECEDENT'S MAIl.ING ADORESS (So... COy/lOwn.:iLMo. Zo>C<cleb . l'a.1I 1 Claremont Nursing Home ,..375 Claremont Dr.Carlisl FRHEA'S NAME tFir.. Middle. LasI) ,.. Amos Bogart INFORMANT'SHAME (fypo/Pf;nj Delores Henry METltCIO OF DIllPOSITlON _IKJ ~O _~....SI...O 0Ih0< {SpocIIyI ... E_1OIyISocondaty 101''2 lMRtTAlswus. ........ -.........-. ~ lSl>ocoly) ,.. Widow ,7..0.....__... RACE.____IlIock._. ole. (SpocOy) White SURVMNG SPOUSE llt,.q. QntIIe maoen NI'I'oIII Pa. llb. l);d -- Min. Cum be rl and --"7 17dJ ::...."":':'...-:::.. Car 1 is 1 e MOTHeR'S NAME (First. hWc:It. Malden Surname) ,.. Jennie Spencer INFORMANT'S MAIUNO AOllRESS \511... COyITown. 5loIo. Zip ~I 1875 Good Hope Rd. Enola, Pa. 17025 PUCE OF lll5POSITION._..c-.Cr_ lOCRION.~ _. Zip eo. 01 0Ih0< PIoco Waller Cemetery Benton, Pa. 21d. - ..... 19,01 21c. 2L I Approximate . inIerIM brM\Men : onMt and death , I I PART.: OIho<~_""""""IO_.buI nut ~ing in the ~CMlMgivenin PART I. _2"2lI_bo~by .-.....--. :N. 27. PlIUrT I: e..,... ...... injuries Of compIicaIiona which caused IhI death 00 lill om, ON cause on UCh line. ~I 5oquonIioIIy 110I_ '--...- _._--- _(o.-OI,,-y .....~evenII ,_.._)LAlT l : d. ~'7f~/ //[...e /~/r -.-ECAU.(F.... dIseMe or conoiIion '-*'011\ CJeIIh)---- a. DUE 10 (OR /oS ACON5EOUENCE Of): WI\S AN AUlllPSY WERE AU1OP5V FINOINGS IlANNER Of DEATH PERFORMED1 AA1lAlllE "'-10 ~ COMPlETION Of CAUSE 0 OF DERH? ....... - No~ No' -.. 0 Po__ 0 ....0 .....0 5uleOlo 0 Could noI be det.nnlned 0 DATE OF INJURV (Month. Day, 'l'eaf) TillE OF INJURY INJURY /l31NORk? DESCRIBE HOW INJURY OCCURRED. .... 0 NoD 210. _. CERTIl'lIR IChodI only onot -ClRTWYItIQ PHYSICIAN WhySlCran cerlllylOQ cauM d dealh whef'l.JnOCh8f phys,coan ha$ pronounced death al'\(J completed nem 23) To........ of ""I knowledge. death occWNCI due III"" cauM(a) and manner.. atated. . . . . . . . , . . . . . . . . .... _. PlACE OF INJURY - Al home, farm, SlrMI. factofy.otftc. -..-.... ,Spocolvl _. M. -PRONOUNCING AND CERTlf'tlNQ PHYSICIAN (Phrsclan both O)IOOOUOClng dea1h and cl!f1llY"'91O cause of dealh) To.... beet of my knowledge, dea'" OCCutred at &he time, dat., and plK., and due to the cauMCa) and manner.. .'ated 'MEDlCAl EXAMINERlCORONER ::'..:::J::~::=~,i~.~~...~~ ~~~~~t~~~~~: ~~ "::', ~~i.".i~~: ~~~~~ ~~~~~~ ~~ ~~ ~I~..~~t~: ~~~.~':~~: ~,~~~ ~~ ~~~:~~~~).~~ 0 :11.. .. REGI~~,~S~:~U~-?N~;;-1.",t-.<~ I~ I P{I /1/1 REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA c::- ~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Thelma A. Kile Date of Death: 02/14/2001 Estate No. 2001-00199 SSN: 174465440 File No. 21-01-0199 Date Letters Granted: 02/21/2001 Will or Administration No. To the Register: I certify that Notice of Estate Administration required by Rule 5.6(a) of th1>?ph~J8Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 03M/2001 Name Dolores K. Henry Address 1875 Good Hope Road Enola P A 17025 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Personal Representative ~ ign ture . Jan L. Brown, Esq. Name (Please type or print) Jan L. Brown & Associates Address 845 Sir Thomas Court. Suite 9 Date: 03/02/2001 Capacity: ---. X Counsel for Pers0r:'lal Representative: Harrisburg PA 17109 Telephone No. (717) 541-5550 REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY ORIGINAL Estate of Kile, Thelma A. No. 2001 00199 , Deceased Date of Death 02/14/2001 Social Security No. 174465440 also known as 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 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 made are subject to the penalties of 18 Pa, C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: Jan L. Brown, Esquire 1.0. No.: 67993 Address: 845 Sir Thomas Court Dolores K. Henry 1875 Good Hope Rd., Enola, PA 17025 Dated HarrisburQ Telephone: (717) 541-5550 PA 17109 Description CD--transferred to saving account and included in the joint account for inheritance tax purposes Value 3,925.00 Total 3,925.00 (Attach Additional Sheets if necessary) 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. RW-4 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 '* / ~- ;;2JI-/~ INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 01-0199 ACN 01125080 DATE 05-15-2001 L 5K REV-1S45 EX AFP lD9-00> DELORES K HENRY 1875 GOOD HOPE RD ENOLA PA ~i025 TYPE OF ACCOUNT EST. OF THELMA A KILE [Xl SAVINGS 5.5. NO. 174-46-5440 0 CHECKING DATE OF DEATH 02-14-2001 0 TRUST COUNTY CUMBERLAND 0 CERTIF. REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK has provided the Depart.ent with the infor.ation listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this infor.ation is incorrect, please obtain written correction fro. the financial institution, attach a COpy to this for. and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Co..onwealth of Pennsylvania. Questions .ay be answered bY calling e7l7) 767-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 5130187945 Date 11-21-1987 Established x 6,993.04 16.667 1,165.53 .045 52.45 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice .ust acco.pany your pay.ent to the Register of Wills. Make check payable to: "Register of Wills, Agent". Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x NOTE: If tax pa~ents are .ade within three (3) .onths of the decedent.s date of death, you MY deduct a 5Z discount of the tax due. Any inheritance tax due will beco.e delinquent nine (9) .onths after the date of death. Tax PART ill A. [ CHECK ] ONE BLOCK B. ONLY c. [] The above infor.ation and tax due is correct. 1. You .ay choose to re.it pay.ent to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you .ay check box "A" and return this notice to the Register of Wills and an official assess.ent will be issued by the PA Depart.ent of Revenue. [] The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. [] The above infor.ation is incorrect and/or debts and deductions were paid by you. You .ust co.plete PART ~ and/or PART ~ below. x If you indicate a different tax rate, please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax S. Debts and Deductions 6.. Amount Taxable 7. Tax Rate 8. Tax Due TAX ON JOINT/TRUST ACCOUNTS OF 1 2 3 4 5 6 7 8 x PART @] DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax Computation) I $ Under penalties of perjury, I declare that the facts I complete to the best of my knowledge and belief. ~~ /(. /~ have reported above are true, correct and HOME (7/7 ) 73;l..-~/~" WORK ( ) TI=I I=PI.InNI= NIIMRFR DATE COKMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 '* /~- d/I~ Ie:< INFORMATION NOTICE AND TAXPAYER RESPONSE CJK- FILE ACN DATE NO. 21 01-0199 01125081 05-15-2001 REV-1543 EX AFP 109-00) ~u J EST. OF THELMA A KILE 5.5. NO. 174-46-5440 DATE OF DEATH 02-14-2001 COUNTY CUMBERLAND TYPE OF ACCOUNT iii SAVINGS o CHECKING D TRUST D CERTIF. DORIS K SMILEY \ d 1875 GOOD HOPE RD !" ENOLA PA 1702Sl RE"IT PAY"ENT AND FOR"S TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK has provided the Depart~nt with the infor.ation listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this infor.ation is incorrect, please obtain written correction fr~ the financial institution, attach a COpy to this for. and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Co.~nwealth of Pennsylvania. Questions .ay be ans_red by calling (717) 787-2327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 5130187945 Date 11-21-1987 Established x 6,993.04 16.667 1,165.53 .045 52.45 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice .ust acco.pany your pay.ent to the Register of Wills. Make check payable to: "Register of WillS, Agent". Account Balance Percent Taxable ABount Subject to Tax Rate Potential Tax Due x NOTE: If tax pay.ents are .ade within three (3) .onths of the decedent.s date of death, you ~y deduct a 5Z discount of the tax due. Any inheritance tax due will beco.e delinquent nine (9) .onths after the date of death. Tax PART [!] A. [ CHECK ] ONE BLOCK B. ONLY c. o The above infor~tion and tax due is correct. 1. You .ay choose to r~it pay~nt to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you .ay check box "A" and return this notice to the Register of Wills and an official assess.ent will be issued by the PA Depart~nt of Revenue. o The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. o The above infor.ation is incorrect and/or debts and. deductions were paid by you. You .ust co.plete PART ~ and/or PART ~ below. x If you indicate a different tax rate, please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4, ABount Subject to Tax 5. Debts and Deductions 6. ABount Taxable 7. Tax Rate 8. Tax Due TAX ON JOINT/TRUST ACCOUNTS OF 1 2 3 4 5 6 7 8 x PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I $ I TOTAL (Enter on Line 5 of Tax COBPutationJ Under penalties of perjury, I declare that the facts I have reported above are true, correct and cOBPlete to the best of BY knowledge and belief, HOME 011 ) 73;(-;</'1-6 .n (.<:.\ ~,Sm,LE'" WORK ( ) T~I~pl-lnN~ NIIM"RI=R DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. Z80601 HARRISBURG, PA 171Z8-0601 '* /0- 8-/(- /Z- INFORMATION NOTICE AND TAXPAYER RESPONSE (" FILE ACN DATE NO. 21 01-0199 01124691 05-14-2001 REV-154S EX AFP (09-00) EST. OF THELMA A KILE S.S. NO. 174-46-5440 DATE OF DEATH 02-14-2001 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS [i] CHECKING o TRUST o CERTIF. DELORES K HENRY 1875 GOOD HOPE RD ENOLA PA 17025 REHIT PAYHENT AND FORHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK has provided the Depart.ent with the inforaation listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this infor.ation is incorrect, please obtain written correction fro. the financial institution, attach a COpy to this for. and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Co..onwealth of Pennsylvania. Questi~ns .ay be answered by calling (717) 787-83Z7. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 5140112947 Date 02-01-1970 Established x 2,262.64 16.667 377.11 .045 16.97 TAXPAYER RESPONSE To insure proper credit to your account, two (Z) copies of this notice .ust acco.pany your pay.ent to the Register of Wills. Make check payable to: "Register of Wills, Agent". Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x NOTE: If tax pay.ents are .ade within three (3) .onths of the decedent's date of death, you .ay deduct a 5% discount of the tax due. Any inheritance tax due will beco.e delinquent nine (9) .onths after the date of death. Tax PART ill A. [ CHECK ] ONE BLOCK B. ONLY c. [] The above infor.ation and tax due is correct. 1. You .ay choose to r..it pay.ent to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, Dr you .ay check box "A" and return this notice to the Register of Wills and an official assess.ent will be issued by the PA Depart.ent of Revenue. [] The above asset has been Dr will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent.s representative. [] The above infor.ation is incorrect and/or debts and deductions were paid by you. You .ust co.plete PART ~ and/or PART [!] below. x If you indicate a different tax rate, please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due TAX ON JOINT/TRUST ACCOUNTS OF 1 2 3 4 5 6 7 8 x PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I $ I TOTAL (Enter on Line 5 of Tax Conputation) Under penalties of perjury, I declare that the complete to the best of my knowledge and belief. --~_I!.:.~~ facts I have reported above are true, correct and HOME ( ) WORK ( ) $-Itf-O{ TI=II=PI-Inllll= IIII1M'R 1= I? nATF" COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEH. Z80601 HARRISBURG, PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 0 1 - 0 1 9 9 01124692 05-14-2001 REV-1543 EX AFP C09-00> EST. OF THELMA A KILE S.S. NO. 174-46-5440 DATE OF DEATH 02-14-2001 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS lXI CHECKING o TRUST o CERTIF . DORIS K SMILEY 1875 GOOD HOPE RD ENOLA PA 17025 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Questions may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 5140112947 Date 02-01-1970 Established x 2,262.64 16.667 377.11 .045 16.97 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x NOTE: If tax payments are made within three (3) months of the decedent.s date of death, you may deduct a 57. discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. Tax PART [!] A. [ CHECK ] ONE BLOCK B. ONLY c. [] The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you may check box "A" and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. [] The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent.s representative. [] The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. x If you indicate a different tax rate, please state your relationship to decedent: PART [!] TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due TAX ON JOINT/TRUST ACCOUNTS OF 1 2 3 4 5 6 7 8 x PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I $ TOTAL (Enter on Line 5 of Tax Computation) Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. HOME (7/7 ) 73:;.-;)../"1'- WORK ( ) Tl=ll=PHnNF NUMBER t. Y -1)tcEA-SE'J> 5"-14-0 f DATE J)oRIS - .T ~025'.9 ~,..;,'~'. ~\~ 19'{.. O. \:\~ ~OiW --- -- .- .',~'\,; \t \ \ -:r ~ ~~ i&~ ';l:. &<- \~:: '""', (3 Po< 8",~ ~<- ~ A~ca \ .,:,,', ' , ;i; w\n ~ ~ a.... \ ~....cn ,&te- ~'2:. .... u-oo t- 0-)( .... ~a~ t l;'6si tt,otli f.a~N~ 'g~~t~ ti~o: ! ~ i ~ ... \ - - : - - - - - - - .- - - - -: - -: - : - - .. -: - - - .. -= - -= .. -; - - -; - - - ;::: - ,~ ~\n m~~ \ ~t-g \II. a !!l ..... _~'2:. .... '600 t- ~~~ 4 z%,t- Q. '4_w.....C) .--u-(,)o~ tt,ot8i ta~~~ 'g~\t\ ti~o: t- \ ~ C82l l:co ~ ';:: -1~ i -% 0.- (:) ~ ,"" 15 ~ e';i5 c ~~uJ $ ,-- \ \$ ~ ~ ;i; =: - - - - - - - - - - - :::. : :::. - : .. =a - - .. - -: -: - - : -; ~ - - - ~ ~ ~ '~ \ -........ \'6 ; lit .. . 1M 4( ... co t 0 0. ~ III (j) X ,., :- (l) r:: :::l r- ,_ C fCI < ) <l) :::3 L_ >-0 (1)'1""" 1.:_ ex: > () -r- ~ <!: ~+- -U 0 0- ..C 0 C I.D .:.~) .-4 0 ... ,- ~..1> CO Q) ;0 Ct},- s... (lJ OJ 0 C'J ::J 3'1: >::: ..0 c:: +i:3 Ii III ii ~ 6. 'S: ]gJl~~ c 1'5 ,:~ - '- '- - - - '- \1-. ..- .- ~ ,- - - "" - - I -- '- ... ........... ,- In ~ - ~ ~ - - In~ (') - ...; ~O 0 -- I ~ ~tJOt- -- ~ - H H In ...; ~ ~O - ... tJ... - ~i!) ~~ tJ~~~... .:-.f >-~ ~ i:n t; ;In~~~ ft) H~O~ (.:, l;il tJ ~ 'i" a: ~ r:i tJ ...; t.. f':1 -rill aL Q I'.. .,... .-- o ~ . CO N r- r- ..- COMMONWEALTH OF PENNSYLVANIA DEP~RTMENT OF REVENUE BU"',AU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 01-0199 01124692 05-14-2001 REV-1545 EX AFP 109-00l EST. OF THELMA A KILE S.S. NO. 174-46-5440 DATE OF DEATH 02-14-2001 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS [X] CHECKING D TRUST o CERTIF. DORIS K SMILEY 1875 GOOD HOPE RD ENOLA PA 17025 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK has provided the Depart.ent with the infor.ation listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint own&r/beneficiary of this account. If you feel this infor.ation is incorrect, please obtain written correction from the financial institution, attach a COpy to this for. and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Co..onwealth of Pennsylvania. Questions .ay be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 5140112947 Date 02-01-1970 Established x 2,262.64 16.667 377.11 .045 16.97 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice .ust acco.pany your pay.ent to the Register of Wills. Make check payable to: "Register of Wills, Agent". Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x Tax NOTE: If tax payments are made within three (3) months of the decedent.s date of death, you may deduct a 5Z discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. PART IT] A. [ CHECK ] ONE BLOCK B. ONLY c. [] The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you may check box "A" and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. [] The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. [] The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED If you indicate a different tax rate, please state your relationship to decedent: PART ~ TAX ~ETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due TAX ON JOINT/TRUST ACCOUNTS OF 1 2 3 4 5 6 7 8 x x PAYEE DESCRIPTION AMOUNT PAID I $, I TOTAL (Enter on Line 5 of Tax Computation) Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. HOME (1 f 7 ) ., '3 ~ -:L 10./ b WORK ( ) /l~K~ TJ:"IJ:"Pl4nl\lJ:" I\IIIMRJ:"P 5-1'1 -0 I nATJ:" :J)CRIS!<. S/'f'lIL/:Y-DeCEI+SFD ~-" 1/-00 TAVDAVI:'D ~T~"I^TIIDI:' "v 16 -,.:2/1- /~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REV-1U7 EX AFP 1l2-DDI Racmen::;] RefJ!':;ter DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-03-2001 KILE 02-14-2001 21 01-0199 CUMBERLAND 01125080 THELMA A DELORES K HENRY 1875 GOOD HOPE RD ENOLA PA Oe26C CumberlalHJ '01 Ole 17 Pl2 :02 Allount Rellitted PA 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 forb with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=i'6o-j-EX-AFP--fi'2=ooY------...--fNifiRiYANC'E--fA3f-STAyEM'E-rif-oF'-AC-couiff--i"i.---------------- ----- ESTATE OF KILE THELMA A FILE NO.21 01-0199 ACN 01125080 DATE 12-03-2001 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. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-26-2001 PR I NC I PAL TAX DUE: ..............................................._.................................................................................................................................................................... .00 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-17-2001 AA496629 .00 52.45 11-19-'2001 REFUND .00 52.45- TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .00 lIE 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). vnu MAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) /6 -0."),//- /.;;J COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 REY-1601 EX AFP 112-001 Recort:fe;~f Regir.te: DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-03-2001 KILE 02-14-2001 21 01-0199 CUMBERLAND 01124692 THELMA A DORIS 1875 GOOD ENOLA K SMIL~ Die 17 P12 :02 HOPE RD CIM..:l10Z5 GumberlhnG ,PA 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 paYllent. CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV :i6'ifj-E3f-AFP--fi"2=ooY------...--iNHERiTANCi--YAX-STA-fEMENY-cfF'-Acfcouiif--.-..------------------ --- ESTATE OF KILE THELMA A FILE NO.21 01-0199 ACN 01124692 DATE 12-03-2001 THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NA"ED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAY"ENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-26-2001 PR I NCI PAL TAX DU E : ........................................................................................................................................................................................................................... .00 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-15-2001 AA496612 .00 16.97 11-19-2001 REFUND .00 16.97- TOTAL TAX CREDIT .00 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 PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. l / ~- c:::1./ / - /~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 *' NOTICE OF INHERITANCE TAX APPRAISE"ENTL ALLOKANCE OR DISALLOKANCE OF DEDUCTION5. AND ASSESS"ENT OF TAX ON JOINTLY HELD OR TRUST ASSETS RecoraedOl"ilGiE?of Register of Wils DORIS 1875 GOOD ENOLA "01 ttJY 26 All:49 K SMILEY HOPE RD P A)B'1ttS, pt; ,Ii Court Cumberland Co., PA REV-1548 EX AFP 112-001 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 11-26-2001 KILE 02-14-2001 21 01-0199 CUMBERLAND 174-46-5440 01124692 Allount Rellitted THELMA A 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 ~ Rifv=i54-8-EX--AFP--(i2~-OOl------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 11-26-2001 ESTATE OF KILE THELMA CUMBERLAND A DATE OF DEATH 02-14-2001 FILE NO. 21 01-0199 TAX RETURN WAS: COUNTY S.S/D.C. NO. 174-46-5440 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK ACN 01124692 ACCOUNT NO. 5140112947 TYPE OF ACCOUNT: () SAVINGS ()() CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 02-01-1970 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due .00 0.166 .00 .00 .00 .45 .00 TAX CREDITS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS. AGENT." PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-15-2001 AA496612 .00 16.97 11-19-2001 REFUND .00 16.97- TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR). YOU HAY BE DUE A REFUND. ~C'C' Dl:'lI1:'De:1:' e<Tft.: "I:' TUT~ II:'nDW II:'na Tur...DII,...TTn...L" , / 6', c;:.~ / / - /.;;:v COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 '* NOTICE OF INHERITANCE TAX APPRAISEnENT~ ALLOKANCE OR DISALLOKANCE OF DEDUCTION~. AND ASSESSnENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP 112-001 AecaroedOrf~cf Register of WfflS DELORES 1875 GOOD ENOLA om tIly 26 All:49 K HENRY HOPE RD Q'_..i",c,..,. .... ,-, . rt PAtNI'C:V' ;:c"9Ji;j ,,-,ou ~mberland Co., PA DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 11-26-2001 KILE 02-14-2001 21 01-0199 CUMBERLAND 174-46-5440 01125080 Allount Rellitted THELMA A 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 ~ iifi=is4-i-E)f-AFP--fi2-:ooi------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 11-26-2001 ESTATE OF KILE THELMA COUNTY CUMBERLAND A DATE OF DEATH 02-14-2001 FILE NO. 21 01-0199 TAX RETURN WAS: S.S/D.C. NO. 174-46-5440 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK ACN 01125080 ACCOUNT NO. 5130187945 TYPE OF ACCOUNT: ()() SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 11-21-1987 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due .00 0.166 .00 .00 .00 .45 .00 TAX CREDITS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS. AGENT." PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-17-2001 AA496629 .00 52.45 11-19-2001 REFUND .00 52.45- TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ. YOU HAY BE DUE A REFUND. ~cc DCIICDe:C ~Tnl:' nc TUT~ cna.. enD T...~TDllrTTn...e: "\ \/0 - ~/ /- / r::2-J BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REV-IU7 EX AFP <12-001 JAN JAN 845 HBG L BROWN ESQ L BROWN 8 ASSOCS SIR THOMAS CT 9 PA 17109 DATE ESTATE OF DATE OF DEATH FILE NUMBER ctOUNTY ACN 10-15-2001 KILE 02-14-2001 21 01-0199 CUMBERLAND 101 THELMA A 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 paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV :i6"ifj-Ex-AFP--fi'2-:ooY------...--iNifERITANc'E-TA3f-sTjrfEHE-NT-OF-Ac-coi:itff--.-i.------------------ --- ESTATE OF KILE THELMA A FILE NO. 21 01-0199 ACN 101 DATE 10-15-2001 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, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-02-2001 P R I NCI PAL TAX DUE: ........................................................................................................................................................................................................................... 6,233.14 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-11-2001 AA496598 311.66 5,921.48 05-15--2001 AA496612 .00 16.97 05-17-2001 AA496629 .00 52.45 10-01-2001 REFUND .00 69.42- TOTAL TAX CREDIT 6,233.14 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IE 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. ) \/6-&//-'/.:2/ 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 JAN JAN 845 HBG DATE ESTATE OF DATE OF DEATH FILE NUMBER /,COUNTY ACN 07-02-2001 KIlE 02-14-2001 21 01-0199 CUMBERLAND 101 L BROWN ESQ L BROWN 8 ASSOCS SIR THOMAS CT 9 PA 171~9 5;..~ /~ REY-1S47 EX AFP Cl2-00) THELMA A Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=is'4j-E3f-AFP-fi'2=oOY-NOTicE--OF-YNHEifiTAirCE-TAX-APPRAYsEifENT~--Ai:.l-owANCE-(rR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KIlE THELMA A FILE NO. 21 01-0199 ACN 101 DATE 07-02-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS' .00 X 00 = .00 138,514.20 X 045 = 6,233.14 .00 X 12 = .00 .00 X 15 = .00 (19)= 6,233.14 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 ll) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 148.86 4,929.99 145,045.00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) llO) 8,387.00 3,222.65 (1lJ ll2) ll3) (14) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 150,123.85 11.609 61) 138,514.20 .00 138,514.20 . PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-11-2001 AA496598 311.66 5,921.48 05-15-2001 AA496612 .00 16.97 05-17-2001 AA496629 .00 52.45 TOTAL TAX CREDIT 6,302.56 BALANCE OF TAX DUE 69.42CR INTEREST AND PEN. .00 TOTAL DUE 69.42CR , * 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 D~~IINn <:'1:1:' DI:'\lC'Dc:.s: c:.Tnc nil:' TUT~ C'ftD" C'ftD T...r-...IS..,....,...._...r- " D/ STATUS REPORT UNDER RULE 6.12 BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND , PENNSYLVANIA Name of Decedent: THELMA A. KILE Date of Death: 02/14/2001 File No. 2001-00199 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to the completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: YES~ NO_ 2. If the answer is "No", state when the personal representative reasonably believes that the administration will be complete: 3 If the answer to NO.1 is "Yes", state the following: a. Did the personal representative file a final account with the Court? YES_ NO ~ b. The separate Orphan's 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 informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. '~K~ Signature r Dolores K. Henry Name (Please type or print) Date: 9/19/02 1875 Good Hope Road Address Enola PA 17025 717-732-2146 Tel. No. Capacity: ~ Personal Representative Counsel for personal representative iK ~ COpy STATUS REPOR",:~~gl;,~ RUi~E 6.12 BEFORE THE REGISTER OF WILLS, COU'nYOF -CUMBERLAND ,PENNSYLVANIA Name of Decedent: THELMA A. KILE Date of Death: 02114/2001 File No. 2001-00199 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to the completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: YES~ NO_ 2. If the answer is "No", state when the personal representative reasonably believes that the administration will be complete: 3 If the answer to No.1 is "Yes", state the following: a. Did the personal representative file a final account with the Court? YES_ NO ~ b. The separate Orphan's 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 informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. COMMONWEALTH OF PENNSYLVANIA DEP~RTMENT OF REVENUE BUR AU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 '* INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 01-0199 ACN 01124691 DATE 05-14-2001 REV-1543 EX AFP '09-00' EST. OF THELMA A KILE S.S. NO. 174-46-5440 DATE OF DEATH 02-14-2001 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS [Xl CHECKING D TRUST D CERTIF . DELORES K HENRY 1875 GOOD HOPE RD ENOLA PA 17025 REHIT PAVHENT AND FORHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK has provided the Depart.ent with the infor.ation listed below which has been used in calculating the potential tax due. Their records indicate that at. th~ dea~~_of the ab~~e d~cede~~, ~~u we~e.a.jo~~~ ~ner/beneficiary of Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 JAN lSm Date: 1/06/2003 BROWN JAN L 845 SIR THO~~S COURT HARRISBURG, PA 17109 RE: Estate of KILE THELMA A File Number: 2001-00199 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 2/14/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~Jnm &t~~fde-u ~JrK . DONNA M. OTTO DEPUTY REGISTER OF WILLS cc: File J Personal Representative(s) Judge COMMONWEALTH OF PENNSYLVANIA DEP'RTMENT OF REVENUE BUR AU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 '* INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 01-0199 01124691 05-14-2001 REY-1545 EX AFP I D9-0D> EST. OF THELMA A KILE S.S. NO. 174-46-5440 DATE OF DEATH 02-14-2001 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS [X] CHECKING o TRUST o CERTIF. DELORES K HENRY 1875 GOOD HOPE RD ENOLA PA 17025 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK has provided the Depart.ent with the infor.ation listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this infor.ation is incorrect, please obtain written correction fro. the financial institution, attach a copy to this for. and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Co..onwealth of Pennsylvania. Questions .ay be answered by callir.g (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 5140112947 Date 02-01-1970 Established x 2,262.64 16.667 377.11 .045 16.97 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice .ust acco.pany your pay.ent to the Register of Wills. Make check payable to: "Register of Wills, Agent". Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x NOTE: If tax pay.ents are .ade within three (3) .onths of the decedent.s date of death, you .ay deduct a 57. discount of the tax due. Any inheritance tax due will beco.e delinquent nine (9) .onths after the date of death. Tax PART [!] A. [ CHECK ] ONE BLOCK B. ONLY c. c=J The above infor.ation and tax due is correct. 1. You .ay choose to re.it pay.ent to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you .ay check box "A" and return this notice to the Register of Wills and an official assess.ent will be issued by the PA Depart.ent of Revenue. c=J The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent.s representative. c=J The above infor.ation is incorrect and/or debts and deductions were paid by you. You .ust co.plete PART ~ and/or PART [!] below. x If you indicate a different tax rate, please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due TAX ON JOINT/TRUST ACCOUNTS OF 1 2 3 4 5 6 7 8 x PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I $ I TOTAL (Enter on Line 5 of Tax Computation) Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. HOME ( ) __~~_7~:~~ W~:~~p~nN~ N~MBFR S-ft./-fj( DATE - -.---" .~.,;-----..~.....---- ~ --- --- - -.----..- - ...--..--- -..--. - ----.----.--..-,-.- -.-..-.--..---.----"-'l _._._ __.'- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG, PA 17128-0601 l '* No.AA 496598 REV-1162 EX (11-96) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RECEIVED FROM: I ACN ASSESSMENT CONTROL NUMBER AMOUNT BROWN .JAN l... 845 SIR THOMAS COURT 101 .3,921.48 HARRISBURG, PA 17109 FOlD HERE FOlD HERE -- ESTATE INFORMATION: FILE NUMBER eU -8001-019'9 NAME OF DECEDENT (LAST) KILl: THELMA A DATE OF PAYMENT 3/13/2001 POSTMARK DATE 5/11/2001 COUNTY CUMBERLAND aSN 174-46-544Q (FIRST) "~ (MI) -~ TOTAL AMOUNT PAID S5,921.48 DATE OF DEATH e/14/2OO1 REMARKS DOLORES K HENRY RECEIVED BY CIO .IAN L BROWN ESQUIRE MARY C. t.. 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