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HomeMy WebLinkAbout01-0483 PETITION FOR PROBATE and GRANT OF LETTERS Estate of (!//}/Re.. E, ,'JJJ4/J/);'O/) No. '~.ll'" 0 I -l( ~ " also known as To: Register of Wills for the . Deceased. County of t!(J ;YJ6t7(lA-rJ D in the Social Security No. l~--(/ -,a II -jJtJ t,,?) Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut in the last will of the above decedent, dated ~ArJu.4 /?. and codicil(s) dated f) k;.:?named ,19_ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in h(' r . last family or principal residence at - ---m t:7{7 I '1 Decendent, then years of age, died at -5' d IC'. S":" Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: ~. -~t., ,19 of 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 1 situated as follows: ,Ai 14- r LU. /~~. $ $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters . i~f Awe.-t.JrJ}-f '( (testamentary; administration c. La.; administration d. b.n.c. La.) theron. (fO 'rl u C <1l ~3 <1l .... O:::<1l C -00 c";; ~ "';:; -,<1l "'0.. 'rl,- ~o m c Oll Vi M<!J ~ u~Jl&ft&r .~~C/ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA -~ ss COUNTY OJ"' (i(~m~jpcRAJD j t--r 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.. . ~.~. . . ( @;, "'tZ e ~ //. ~ ^;/OO--:1"~Ccp e '!Ii}f Sworn to or afflrme'b., and subSCrIbed 7du>~ dV/'c;J-1-G--c' /' ~& . ~ /?u .1'./ . 1:. before me this /.s day of;7 . ~ ~o~ a~~OJ ~ 11 I ;;~ ~ ~ ~ /6 -;;3/- Cf ~o. 21-01-0483 Estate of CLAIRE E. MANNION , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW MAY 17, 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 7th, 2001 described therein be admitted to probate and filed of record as the last will of CLAIRE E. MANNION and Letters TESTAMENTARY are hereby granted to MARY C. MUDRINICH N/K/A MARY C. SHEPLER 7r;n~/~X1n~/{}~A /1./2 ~/)~i~/~ _ Re~ster of Wills FEES Probate, Letters, Etc. ......... $ 25.00 Short Certificates( 1) . . . . . . . . .. $ 3 . 00 ~~~ EXXM.fC;S.. .2.. $ 6.00- JCP $ 5.00 TOTAL _ $ 39.00 Filed .~~. ~.7." .?99.1................... AITORNEY (Sup. Ct. 1.0. No.) ADDRESS PHONE MAILED LETTERS AND ORDERS TO EXECUTRIX MAY 17, 2001 'b, IS to certify that the information here given is correctly copied from an original certificate of death duly filed with me as i,)l;': R~gistrar. The original certificate will be forwarded to the State Vital Records Office for permanent ~ling. WARNING: It is illegal to duplicate this copy by photostat or photograph. No, ~-'i/ii7iiih;1;>... ,l"'~~\.1~f%A "' ~y . ~'4tJ'J:'::':' ,'~I r-;.- l~/ ""~'~\ ~::F:!. ..... \?~ ~Q' - .a !~~ ~\ ';;;~, ~.,i:-J ~a' ._~- !~) '\. ~c.. . '~ ", -:.. ~L)"'-.. /<-~ " -",,~'7l(li~~--.~ ~\,.. IIV -~~~~~,;"ENl \\ 11,.\11 ""'/NNI/IJJII ? ",_.0_< ;{,.~~ 71/ ' I.oed Registrar Fcc for this certificate. $2.00 P 7386266 tl/~ ,;l? "l"", / Date Hl05 a3 Ro. 2187 COMMONWEALTH Of PENNSYLVANIA · OEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH TYPEJPRINT IN PERMANENT BLACK INK ~ fil :.l o l5 ~ z STATE FILE NUMBER NAME OF DECEDENT If".. M-... L....' SEX SOCIAL SfCURITY NUMBER Claire E. Mannion a. Female J.159 - 24 - 8066 AGE (LaSllloMdayt UNOER I YEAR MonItIo Daya 91 VII =oIy,O COUNTY OF OENH .... Cumber land Ie. DECEDENT'S USUAL OCCUPlVIOH (~=:~"=':::':l.:f - II.. pri vate Duty Nurse 11... Nursing DECEDENT'S MAILING ADDRESS (Sl..... ColyflOwn. ~. Zip Codel 4815 Brian Road Mechanicsburg,:-PA 17056 I.. FATHER'S NAME (F.... Mo<ldIe. laSl) l1b. Coon Cwnberland Did _adenI we ... . -...nip? MARITAl STATUS. M_ Never ....-.. Widawwd. o.-c.-l tsllOC'fy) Widowed Hampden - CIlY_ ..... c~.~<1~ A4..-t.(-? DUElO(OR CONSEOUENCEO. j)/~J-l :Ill. I ApproXmA.a ; interval betwMn I~and_ I ~/O l,oI' Cllhar SIll"illcant _ conlrobuling 10 doo"'. bul nol _ing in the llNlarlying.- _ in PAA'T I. , l : DUE 10(00 AS A CONSEOUENCE Of): ,./. /4.'- DUE 10 (OR ASA CONSEOUENCE Of) WERE AUlOPSY FINIlINGS MANNE R OF DEATH A*lLfdlLE PRIQA 10 ~ COMPlETIOH OF CAUSE Nail...... 0 OF OENH? Hom<:tdIi Accident 0 PlndlllglnYeshgtllton CI Noci v.. 0 No B' Su.cod4l 0 COuld noI b8 determuutd 0 DATE OF INJURY (Monlh. Day. Year) TIME OF INJURY INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED o NoD \. a... 2.... cun 1FIl:IIIC~""" only one) .CERTtfYING PHYSICIAN I,Ph'(SIC""" CP.flJlylng cause 01 <leatn whel1 .lnot"~r phYSIC,an hdS plOOOlJnced tJealh ana complele<l lIem 23) To Ihe beeto' "'y .now~. deathoecuned due 10 lite c.u.~...nd manne,.. atated. . _ 3Ob. PlACE OF INJURY - AI home, tarm. slteel. 'actoty, office bu~. .Ie, ISpeedy) _. M. ~ LOC.o:r1OH 1Slr-. ColyIl'o..n. SIal.. I~' ~!II ILl SIGNATU ~ JIb. LICENSE M R DATE SIGNED (Monln. Day. Ye;o., 031..I'1'1.t>a/..'iJ4.1/( _ J'd. 'T'-~C'~)';ll NAME AND ADDRESS OF PERSON WHO COMPLETED CAUSE OF DEATH (lIem27}TypeorP'''l J(l~.!~A./J i("VL~~- ~ o ;'-/~,C.--:..,.4..~') . 32. Il\ . ""'-." .~, '- . j7.4 I ;Ie - DATE filED (MOllltl Day, 'leatj .PRONOUNClNG AND CERTIFYING PHYSICIAN (Phys<<:IdO tx)lll tJ,:)n\)UIIC,ny l.lC'dlh dlld l,,;~l"Vlng 10 Cduse 01 utldUll To th. beet 01 my knowlNgft, death occurred .1...... Um., d.te, iIInd pl.c.. .nd due to the c.uM(a) and manner.. a..IIKI. 'MEDICAL EXAMINER/CORONER On the b..i. o' ..aminaUon and/or invesligallon, in my opinion, death occurred althe lime, date, and place, and due tQ the cause(.) and mann.' a. I.ated.. . . . . . . . . . .. ..............;.............................. . ..... .............................. 11. I}ft i I J 7 ,.,1(l{J I { II J WILL 21-01-483 OF CLAIRE E. MANNION I, CLAIRE E. MANNION, of Hampden Township, county of cumber- land, and state of pennsylvania, declare this to be my last will and revoke any will previously made by me. Item I. I direct that all my just debts and funeral expenses, including my gravemarker and all expenses of my last illness, and any and all taxes and assessments imposed by any governmental body as a result of my death, whether on property passing under this will or otherwise, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. Item II. I give and bequeath my diamond silver ring to my daughter, MARY C. MUDRINICH, provided she survive my death by sixty (60) Days. Item III. I give, devise, and bequeath all the rest, residue, and remainder of my possessions and estate of every nature and wherever situate to such of my issue, per stirpes, as survive my death by sixty (60) days. Item IV. I appoint my daughter, MARY C. MUDRINICH, executrix of this my last will. Item V. I direct that my personal representatives shall not be required to give bond for the faithful performance of their duties in any jurisdiction. this IN WITNESS WHEREOF, I have hereunto set my hand and seal lJ-iLo d I /~ > ay of IdJU i-t'- 0-' 19 y..; , (~ ~=: ..~ l. ' ~~cu ~ )?h;1r7.H'L'C_'~, ~) Claire E. Mannion page I of 2 Pages II , The preceding instrument, consisting of this and one other typewritten pages, each identified by the signature of the testatrix was an the date thereof signed, published, and declared by CLAIRE E. MANNION, the testatrix therein named, as and for her last will, in the presence of us, who at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. g GR~ +--p~~ Page 2 of 2 Pages II COMMONWEALTH OF PENNSYLVANIA ) ( SS.: COUNTY OF CUMBERLAND ) I, CLAIRE E. MANNION, the testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my last will, that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~ / ''1~ ~ L-~h~- Z /74~Z~~z/ sworn or affirmed to and / ac~~owledged before me by Cl~ir_E11Ef. Mannion,~ the testatri~ thlS .1 rf1 day of Cf'WJL~, 196J. ~~~v~m tOO ANN 71TTO. Notrlrv l>ublie Ie,,"," .--,,' ~. ' ry .,t- ~~~ t- ,. . ....., l~~'" Mil: COMM.oNWEALTH OF PENNSYLVANIA ) ( SS.: COUNTY OF CUMBERLAND ) WE, SAMUEL L. ANDES and GEORGE A. VAUGHN, III, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instru- ment as her last will; that she signed it willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testatrix signed the will as witnesses; and that to the best of our knowledge, the testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. J2~~ SWorn or affirmed to and /~ ,:::;~ 7L.-;;~. ~acknowledged before me by ,/ samuel L. Andes andJ~~orge A. vaughn, III, this 1'{}Jl day of c..11l. "-lUX!r ' 19 (5 j. t t I J (~ ^-"'-<'l tin J Notary ~blic tdr., '^'\:"~ ~In(l, Nnt-3ry Publie f :'~'"1 <, !'". t CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: CiA-/~E p", /J},4NN/t)A.I f -de, -d{)()/ Date of Death: Will No. ~ool -00 '1?3 fJA -# ~/-o/-ostR';;> Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 5"-/? -(;? / Name Address /)l412V c!, Shep/e.te I E//?/s f}R//9I'I m - )J1es:J!'JAn/fJSb.t.<.RQ, 11/;f:sC o Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: Signature '1Jl tU;f- C? ~ Name mA~j {!_~!J~/e..e Address iff'S- /J~/~ /J Rd ~MJ(dsb~, d /7an:;l Telephone ( ) ---21'7 -7&'3- P'I gO- Capacity: L Personal Representative _Counsel for personal representative /~ ~ Cumberland Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 January 29, 2003 Attention: Mary C. Lewis Register of Wills Dear Ms. Lewis; I was contacted by Mr. Darvin Price, PA. Department of Revenue, this week He informed me that I had not filed a FORM H to the State. I had thought that when I filed all the appropriate paperwork with your office on 5/17/01, I had done what paperwork I was instructed to do. He tells me I did not. Please find enclosed the completed FORM H that he sent me. I believe this should complete this process. If you need any additional information, please contact me directly at 717-763-8485. Sincerely, 't/l(Jfe~ Mary C. Shepler 4815Brian Road Mechanicsburg, P A. 17050 /~ , -L-L--/. r ,.J-- WHEREAS, on the 17th dated January 7th 1983 was admitted to probate as the last will of MANNION CLAIRE E (LA::)'l, r .lKbl, M~l)l)L~) ( . Register of Wills of CUMBERLAND County, pennsylvanic Certificate of Grant of Letters No. 2001-00483 PA No. 21-01-0483 ESTATE OF MANNION CLAIRE E (LA~l, rlKbl, M1UUL~) Late of HAMPDEN TOWNSHIP CUM~~KLANU COUNll, Deceased Social Security No. 159-24-8066 day of May 2001 an instrument late of HAMPDEN TOWNSHIP CUMBERLAND County, who died on the 26th day of April 2001 and, WHEREAS, a true copy of. the will as probated is annexed hereto. THEREFORE, I, MARY C. LEWIS , Register of Wills in and for the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to MARY C MUDRINICH N/K/A and MARY C SHEPLER who have duly qualified as Executor (rix) and have agreed to administer the estate according to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my Office the 17th day of May 2001. 7Yp"Jf!. ;;('.wib Iiflifr~~l<t,f~ Copy - * * NOTE * * ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) , SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF ClJ-.A/Re E" mANN/ON / '* FILE NUMBER Pfi NO. ~/-ol- ~9-ef3 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT FUNERAL EXPENSES: 1. /YJA-I fJe~X" FuNeJeA- / C$/&rY7e \//euJ/ IV y) tJAJ;t!/19Yef. Renf-A-J;J C!Rem/J-I-,CJN) lL,.eN, C!/ef;!9'Y; cJRqA-/V /sI- -S'eRV/ C1 esj 6r'/~Y Or fJe/J I-h {]eJe f.#'/= JC1a:l-eJ: ~ d d:,~. Od 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) m A ,e Y (J. $ he j::J /~ e Social Security Number(s) I EIN Number of Personal Representative(s) I tf J - il-d. -P 5" 0</ Street Address I./.tf / b B /CI 'A AI ,.e O/4d City mrof7JJ 4/111 L1S h u R1 -0- State jJ ~ Zip 1'7/)cr~ B. Year(s) Commission Paid: 2. 3. Attorney Fees -0- Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountanfs Fees 6. Tax Return Preparer's Fees /J1emtJ,r<('/f-/S .;:)/1 me8 at 'N 9',e/ C!h 7. S'loJ')~ c$/eAd f 6tj. t)rJ TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) L-/) 7~(). HL !\egister of Wills anti QClerk of tbe QE)rpbans' ~ourt ~ountp of ~umbtrlanb COURTHOUSE, CARLISLE. PA 17013 MARY C. LEWIS Register of Wills & Clerk of the Orphans' Court JERRY R. DUFFIE, ESQ. Solicitor TO: MARY C. SHEPLER Estate of: CLAIRE E. MANNION ESTATE NO: 21-01-0483 4815 BRIAN ROAD MECHANICSBURG, PAl 7050 Date: 03-31-2003 ENCLOSED PLEASE FIND THE INSTRUCTIONS FOR FORM REV -1500 AND ALL THE SCHEDULES THAT ARE REQUIRED. IF YOU HAVE ANY QUESTIONS ON HOW TO COMPLETE THE FORMS YOU CAN CONTACT THE T AXP A YER INQUIRY PHONE NUMBER AT (717)787-8327. THE REGISTER OF WILLS OFFICE REQUIRES AN ORIGINAL AND ONE COpy OF THE RETURN WITH ALL THE SCHEDULES AND A $10.00 CHECK MADE OUT TO REGISTER OF WILLS. IF YOU HAVE ANY QUESTIONS YOU CAN REACH ME AT (717)240-5340. THANK YOU, CHERYL A. WINTERS, 2nd DEPUTY CC: MR. DARVIN PRICE DEPARTMENT OF REVENUE-HARRISBURG DISTRICT OFFICE l\tgi5ttr of Wills anti QClerk of tbe QE)rpbans' ~ourt (ountp of ~umbtrIanb COURTHOUSE, CARLISLE, PA 17013 MARY C. LEWIS Register of Wills & Clerk of the Orphans' Court JERRY R. DUFFIE, ESQ. Solicitor TO: Mr. & Mrs. Jim Shepler 4815 Brian Road Estate of: Claire E. Mannion 21-2001-0483 Mechanicsburg Date: March 31 st, 2003 PA 17050 Dear Mr. & Mrs. Jim Shepler, It has come to my attention, that another Status Report 6.12 is needed to finalize the Estate of Claire E. Mannion. Our records indicate that you have filed the Status Report 6.12 indicating the estate is complete. Our records show at the time you filed this Status Report 6.12 that the Inheritance Tax Return was not filed. Therefore, we need another updated Status Report 6.12. If you kindly fill out the attached 6.12 form and return it the office of Register of Wills, attention Sue. If you have any questions, regarding this matter, feel free to give me a call at the following phone number (717) 240-6346. Sincerely, Sue Koser cc: Register of Wills \ /6-c23r- :/ ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT 1 ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MARV C SHEPLER 4815 BRIAN RD MECHANICSBURG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-31-2003 MANNION 04-26-2001 21 01-0483 CUMBERLAND 101 *' REV-1547 EX AFP 101-03) CLAIRE E PA 17050 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 ~ RE-V: iS4-j-Ex--AFP--fol-':o3i--No~"-icE-oF-'rNHEifi;:ANcE-TAX-A-PPRAisEMENT-,--ALi-oWAifci-OR------------ -- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MANNION CLAIRE E FILE NO. 21 01-0483 ACN 101 DATE 03-31-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: IS. 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: 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) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets U) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 44.59 .00 .00 (8) 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 (9) UO) 4,720.00 .00 (11) (12) (13) (14) NOTE: .00 .00 .00 .00 X 00 = X 045 = X 12 = X 15 = NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 44.59 4.720 00 4,675.41- .00 4,675.41- (19)= .00 .00 .00 .00 .00 .-... Il'onl .u.......... . II l + J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED 1 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 "CREDIP' (CR) 1 YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) c STATUS REPORT UNDER RULE 6.12 Name of Decedent: C!./,/f/R~ l:. mA/J/l/O/? Date of Death: Lj -d~- ~OO/ Will No. doo/-ootftf.E Admin. No. jJ,4 #= ~J-o/ - ~st8 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 X 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 X 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 informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: f-~4>-<J/ ~~ c? ~ Signa re . / m#~'/ e-, ghep /~ Name (Please type or print) 'f?1S" ~12ttv? Rei -1r/ee/;/;/}/esb~~g) Address fJ/9 /7'~ O. ( ) 7/7-7103-ftfgs- Tel. No. Capacity: ~ Personal Representative Counsel for personal representative (MAH:rmf/AM3) /; 1/ II / . 0~L4t, /~ . .~'L- t.~ft-> La~<,k \ (0-r;c.U~ (C/LL" Cr./ \ 1 .. . I c.j; / ~ t \ ...lccfcYC. <<'c- tlM~ ,prM \'1 ~ ' I i ~ \ lv/v.- fl00 -- I~ . \ E 1/ " , /// L, td-. 0<,..<,c c. ~ / (, - ~-:i -:-s I - 'I REV-1500 OF:=lCI;lL I)~:::' '>'Il_" D" I " /) ~-... .r,/, ~?~;)""--? u--"~/'-./~<C. <-.( FILE NUMBER ..---- LY S3_ NU~18ER I'Il,V"5lJC/~;(I&?Ol COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT 280601 HARRISBURG, PA 17128-0601 INHERITANCE TAX RETURN RESIDENT DECEDENT .2. L - .c -'- COUNTY CODE YEAR ~ SOCIAL SECURITY NUMBER DECEDENTS NAME (LAST, FIRST, AND MIDOLE INITIAL) /7741'11'11 IV (}J.Jlt'Re F. DATE OF DEATH (MM.OD.YEAR) DATE OF BIRTH (MM.DD.YEAR) eJ,/--.:It.-,5/O()/ og-~7 Nt) (IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST, ANO MIDDLE INITIAL) N :lDt, c.? I- Z UJ o UJ U UJ o / THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER rI o 1. Original Return F; I~cl 0 2. Supplemental Return o 4. Limited Estale tf n 6:;:; cl-,D 4a. Fulure Inlerest Compromise I"" 01 d... .d. ".".82) ~ 6. Oecedent Died Testate IA\taCll COllY Gt~~ 1. Decedent Maintained a WVlng Trust (Attacll coPy oITrust) o 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date oIdeatilllelYiWl 12.J1.91 and 1.1.951 o 3. Remainder Return (dale of de alii pnOfto 12-1H2) o 5. Federal Estate Ta:< Return Required 8. Total Number of Safe Deposit Boxes o 11, Election to tax IJf\der Sec. 9113(A) \,Io.\'\achSchOj w .... ::.::~cfl u"'" wo.u ",00 u"'''' a.'" a. '" ','THIS SECT.lON.MUSTBE COMPLETED.,ALL CORRESpONDENCE AND CONFIDENTIAL TAlUNFORMATION SHOULD BE DIRECTED TO: NAME '-''lVlQ'" COMPLETE MAILING ADDRESS ) / iflnt'-- q,g/513,e/an ICct ~ FIRM NAME (Ir Applicablllj b '-jl(.c32h.4n/oS. U,eq I a-. , /;y~ TELEPHONE NUMBER 0 .... z w o z o a. '" w '" '" o u OFFICIAL USE ONLY -0 .- (1) (2) (3) (4) (5) 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely He!d Corporation, Partnership or Sole-Proprietorship 4. Mortgages &. Notes Rece\tJable {Sct1edule 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) -0- -0- -0- 'fLI,5'1 z o !;;: ...J ::l t:: a. <l: u UJ c:: 0- (S) -0- (7) :/ -I-/f, bY (S) 8. Total Gross Assets (total Lines 1.7) 9. Funeral Expenses & Administrative Costs (Scl1edule H) ~O. Debts of Decedent, Mortgage Liabinties, ~ Liens (Scnedule 1) .f 4. '1 dO. aa (9) (\0) --0- </-, 7 ~O. t:a c" if, 4> 16: L}/ /" -()- (1\) 11. Total Deductions (total Lines 9 & 10) (12) (13) 12. NElt Value of Estate (Line 8 minus line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to lax has not been made (ScheduleJ) Not e/1at<{h 14. Net Value Subject to Tax (Une 12 minus Line 13) +0 Cl tk9 ---.::r- (14) ex f'eNS'C::S Z '-1-, b 75, If/ '7 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPUCABLE RATES Z 15. Amount of Une 14 taxable at lhe spousal tax 0 rate, or transfers under Sec. 9116 (a)(1.2) x.O_ (15) ~ x.O_ (lS) I- 16. Amount of Une 14 taxable at lineal rate ::> a. 17. Amount of Une 14 taxable al sibling rate x,12 (17) :;: 0 18. Amount of line 14 taxable al collateral rate ;(.15 (IB) U X 19. Tax Due (19) ~ 0 20. c)- -0 -~ -0 -0- . > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address: STREET ADDRESS 'f %15 13 R,' A AI 'd CITY Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount , ZIP /705'0 -0- Total Credits (A + B + C) (2) -0- 3. InteresUPenatty if applicable D. Interest E. Penalty TotatlnteresUPenalty ( D + E ) (3) 4. If Une 2 is greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Une 20 to request a refund (4) -0 -C> 5. If Une 1 + Une 3 is greater than Une 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) (5B) -0- B. Enter the total of Une 5 + 5A. This is the BALANCE DUE. -0 -0 Make Check Payable to: REGISTER OF WILLS, AGENT ~~z:~~~~~~:?:<:~;.o;j.j.s~~~~~"*".~t",~:=1~~:',~~,!~~~~~~.r;J PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Yes .........0 .......0 ....u.......o ...............0 uO ....0 ........u.O 1. Did decedent make a transfer and: a. retain the use or income of the property transferred; ,............................................................., 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? ......................... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .. .................... ....................... ..................... 3. Old decedent own an "in trust for" or payable upon death bank account or security at his or her death? n. 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficial)' designation? ........ .,.....................................................................,........................... No blJ ~ m -gJ ~ TZl- 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 penalties at pe~ury. I declare thai i have examined this rerum. including accompanying schedules and statements. and to tt1e best of my knowledge and belief, it is true. correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIB e' ADDRESS '1g/S" t3~ Rd. SIGNATURE OF PREPARER OTHER THAN REPRESENTATIvE Lft7~~~q o DATE $-1,;1. ;?CJa.? Y-I,:;l -,;;1.t>>5' DATE ADDRESS :JttrilF.:i:..~~~~~~~G~~~'~~~~~~~Zirr;~~l~ttr~~~J,;A:;~~~,~~~~~~~~t~~:';~~ 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. 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of lransfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (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 sUlViving 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 adaptive parent. or a stepparent of the child IS 0% [72 PS. 99116(a)(1.2)]. The tax rate imposed an the net value of ~ransfers 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)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. 99116(a)(1.3)j. 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. ~ Mellon Bank Business Checking ME LLllH BAN< NA COI'I1lINlEAL TH REGIllH HAMPDEN CAMPHILL OFFICE 800-75Z-'t151 EST OF CLAIRE E MANNION Z75 MARY C SHEPL ER EXEC U5 4815 BRIAN RD . MECHANICSBURG PA 17050-3014 o PAIlE, ACCOUNT NlJIIIER: STATEKENT FRllH' TO' BZ 1 000-Z53-'J86'i JUL 31. ZOOl AUG 31. ZOOI o Account Summary ACTIVITY " '.' .1: OPENING BALANCE ; IUIlS::( .>~>' '..:...:..,:.....:..:'.f.,.:..;' i~ S\y:: <c' DOLLAR StIlTOTALS ..... DOLLAR TOTALS 44.59 DEPOSITS OTHER CREDITS TOTAL CREDITS o o o .00 .00 .00 CHECKS PAlO OTHER DEBITS TOTAL OEBITS o o o .00 .00 .00 CLOSIKG 8ALANCE 44.59 Daily Transactions DATE TlWlSACTIllH DESCRIPTIllH 07-31 CLOSIKG BALANCE PREVIOUS STATEMENT. /%.,:'';'1' CHECKSIIlE8ITS. lIEPOSITSlCRElIITS .'.,.....,."....:d.....:.._.,..,..: .:_. 44.59 ItlPORTAKT INFO_TIllH: PLEASE ElWlINE AKP RECONCILE YOUR SnTEIlENT PRllHPTLY. ERRORS AKP IMPROPER TRANSFERS HUST BE REPORTED TO THE BAN< NITHIN 1... DAYS. IF YOU NAVE ANY lllJESTIllNS. PLEASE CALL YOUR LOCAL BRANCH OFFICE DR CALL THE IlIlslNESS TELEPIKH! 8AN<lKG CENTER AT 800-7S2-ZlS1. STATEMENT RECONCILEMENT FORtIS ARE AVAILABLE THROUGII YOUR LOCAL BRAKeH OFFICE. RE;>:l1EX+(1~7)'~ ~ SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF CJ.-A,'Re ~. mANN/ON FilE NUMBER I}:; NO. ';//-0/- tJ'I-"fg Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. d!t:JrYJe.. ~ d d.t:J. IYlIJ.- / fJexX I , puNele,4 / ad V/euJ/ "''1) {J.4k'{!,t1-Slhl- Re/JI---~/~ C!.Rem/-J-..J.-,'CINJ 2LRNj c:!lel:U?'/; c/k?r.;4/V ,'s!- Sc-.eVj 'a es ~/,k.J' Or Oe.4 I-h Ce;e ..,.,.;:: ,baJ-e-s B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) mAR..Y (l. ShetJ /<:"12 Social Security Numbe~s) I EIN Number of Personal Representative(s) / Sueet Address 4I-tflb B,et'.4N R.O.4d City m("O[7h 4#, Y<'S h I..( Rt State ~ft Zip 1'7 tlSt1 Year(s) Commission Paid: -0- . 2. Attorney Fees -0- 3. Family Exemption: (If decedenfs address is not the same as c1aimanfs, attach explanation) Claimant Sueet Address City State Zip Relationship of Claimant 10 Decedent 4. Probate Fees 5. Accountanfs Fees 6. Tax Return Preparer's Fees .,;;;) /l me,g a/I{ '1/C/(]h )'J1emt7.<? ,'/I)S f6t7. Of} 7, .s'i- tJ IJ e cNe..4d TOTAL (Also enter on line 9, Recapitulation) $ q. 701t7. .eP- (If more space is needed, insert additional sheets of the same size) . Cumberland CourUlOuse I Courthouse Square Carlisle, PA 17013-3387 January 29, 2003 Attention: Mary C. Lewis Register of Wills Dear Ms. Lewis; I was contacted by Mr. Darvin Price, PA. Department of Revenue, this week He informed me that I had not filed a FORM H to the State. I had thought that when I filed all the appropriate paperwork with your office on 5/17/01, I had done what paperwork I was instructed to do. He tells me I did not. Please find enclosed the completed FORM H that he sent me. I believe this should complete this process. If you need any additional information, please contact me directl) at 717-763-8485. Sincerely, Mary C. Shepler 481 5 Brian Road Mechanicsburg, P A. 17050 ~fN.I~E.lll~ COMMONWEAlTH OF PENNSYlVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT QFo:'lClflL 'J~ c '.:i"\l:' I- Z W o w u w c w ... ~~tI] ,,0:'" w"" :coo ,,0:-' .... .. < ... z w c z o .. '" W 0: 0: o " FILE NUMBER c'LL - -.C2 L COUNTY cooe YEAR __dX3. ''''''O'R DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITiAl) ;n !>IN/ /II (!. /J/Re Z;-, DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) t>'/--,f/t.-.f/()(l! o8-~1 /90 (IF APPUCABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MlOOlE INITIAl) tV SOCIAL SECURITY NUMBER I ;10/.,(:' THIS RETURN MUST BE FILED IN DUPUCATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER - rI o 1. Original Retum S Fi I~d 0 2. Supplemental Retum o 4. lJmited Estate :. (l t;:-H.~...D 4a. Future Interest Compromise (date oIMatll aller 12.12.82) ~ 6. Oecedent Oied Testate (-'llacftCOPYo/~U 7. Decedenl Maintained a Uving Trust (AllIdI copy 01 TNSt) o 9. Litigation Proceeds Received 0 10. Spousal Poverty Credil (dlMotddlhbelweon 12::31-!}11111'ld 1.1-951 o 3. Remainder Return (dltlofllfllhpnorlO 12.13-82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o ". Election to tax under Sec. 911'3(A} \AIIatTl SthOl ',THIS SEC'!J()'tMUST.i1E C()MPI..ETED/AI..I.. CORRESPONDENCE AND CONFIDENTIAl.. TAX INFORMATION SHOUI..D BE DIRECTED TO: NAME "'m 11;e COMPLETE MAILING ADDRESS ) I ~ J p/ r- l!2 J€I 'Q. n JeC/ FIRM NAME ('_'" -r 0 1.:7 I;;) . L '-/ll8Jh.4n/oSva Ref / ~,/'7~ TELEPHONE NUMBER 1. Real Estata (ScheOulo A) 2. Slocks and Bonds (Schedule 8) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (1) (2) (3) (4) (5) -0 - OFFICIAL USE ONLY -0- -0- -0- ~,.5"l z o ~ :J l- ii: <( u w 0:: 4. Mortgages & Notes Receivable (Schedule 0) 5. Cash, Bank Deposits & Miscellaneous Personal Property (ScheOul. E) 6. JoinUy Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non.Probate Property (SchoOul. G Of l) 8. Total Gross Assets (total Unes 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) \0. Debl1l of Oece<Jen\. MO!Illage LllliliIi\ieS. & Liens (Schedule \) 11. Tota! Deductiolls (total Unas 9 & 10) 12. Net Value of Estate (Une 8 minus line 11) (12) (13) (6) 0- (T) -0- .p otZ 4. 7P1(). -0- (8) I iff, bY (9) (\0) </-. '1 ~t), g:). ./ '-1-. 4> 7.5; lfl 7 -0- (11) 13. Charitable and Govemmental8equestslSec 9113 Trusts fOtwhich an election to tax has not been L mede(ScheOuIeJ) No+ enou9'1 1~ N.tY!!"~J,~h!!!!;!.t<!.!"-'!L~~.!'_ml~"!L~'!'l.!.3! _. _.! {t' . _.",-~ . 1141 _~_.'I-.' 4>_75, LJ.(7_ SEE INSTRUCnONS ON REVERSE SIDE FOR APPLICABLE RATES ex peN Se5 z o ~ I-' ::l D.. ::IE o u x ~ 1 S. Amount of lIno 14 taxaOIo at the spousal tax - o- rale, or uan,ters undel See. 9116 (aX1.2) x.O __ (15) 16. Amount of Line 14 taxable at lineal rate x.O_ (16) -0 - x .12 (17) -0- U. Amount of Une 14 taxable at sibling rate (18) -0 - 18. Amount of Une 14 taxable at collateral rate x .15 19. Tax Due (19) -0- 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT , .,.,. BE SURE TO ANSWERAl.L QUESTIONS ON REVERSE SIDE AND IlECliECK IAATH < < Decedent's Complete Address: STREET ADDRESS if g 15 13;;!,',4 IV 'd. CITY Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (I) 2. CreditS/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount -0- TOlal Credits (A + B + C ) (2) -0- 3. InteresVPenalty if app"cable D. Interest E. Penally TolallnteresVPenally ( 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) -0 -0 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (S) A. Enter the interest on the tax due. (SA) -0- B. Enter thetolal of Line 5 + SA. This is the BALANCE DUE. (SB) Make Check Payable to: REGISTER OF WILLS, AGENT -0- -0- ,~'" ...............:11'....-... ~~';:~NM~.~~~.'-.....Ai:<:.q~~~;~~...~'iL~'!;TP~~"'i~--.i~~~ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Ves ..0 ..........0 o H. 0 2. \f death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ........................................................".................."................................ 0 3. Did decedent own an ~in trust for" or payable upon death bank account or security at his or her death? .............. 0 4. Did decedent own an Individual Retiremerlt Accounl, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ D 1. Did decedent make a transfer and: a. retain the use 01' income of the property transferred;........................................................... 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? .........- ........................... No blJ ~ flJ "g] i'J ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Und$r penalties of perjury,! declare \hat \ ha'lt uami\'\ed ~ relum. \rot\ld~ accompat\'Jing schedu\as and slatemenl1, and ro \he beSl 01 my Knowledge and beilf, i! is true, corred and eomplele. Oedaralion of preparei' O\he( than ths peoonat representative is based on all information of whiCh prepare!" has any knowledge. SIGNATURE OF PERSON RESPONSIB FOR FiliNG RETURN ADDRESS '18'/:5 13AtM1 /Pd. SIGNATURE OF PREPARER OTHER THAN REPRESENTATIvE L#J~/_AJ;u.!c7 DATE g-/~ .;:lCJt23 ..5l-I<;l-,;>.alS' DATE ADDRESS 'Si:.:~!~.~~~~j.~~;~~~~~:-~Pll,~"~:--...~ _.~~f!1t~~.w;.'r_'..._.L--,~:;-~~~ij<;1~~j For dates of death on or after July 1, 1994 and before January 1, 1995, the lax rate imposed on the nel value of lransfern 10 or for the use of the SUrviving spouse is 3% [72 P.S. 9g116 (a) (1.1) (ill. For dates of death 00 or after January 1, 1995, the lax rate imposed on the net value of transfers 10 or for the use of the surviving spouse is 0% 172 P.S. 9g116 (a) (1.1) (.ll. The statute does not exemot a transfer to a SUN[liing spouse from tax., and the statutory requiremer.ts for disclosure of a'3sets and filing a tax return are still applicable even jf the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The lax rate imposed on the net value of transfers from a deceased child twenly-one yearn of age or younger al death 10 or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% 172 P.S. 99116(a)(1.2)1. The tax rate imposed on the net value of Iransfers 10 or for Ihe use of the decedent's lineal beneficlanes IS 4.S%, except as noled in 72 P.S. 99116(1.2) (72 P.S. 99116(a)(1)]. The lax rate Imposed on Ihe net value of Iransfern to or for the use of the decedent's siblings is 12% 172 PS. 99116(a)(1.3)I. A sibling is defined, under Section 9102, as an individual who has at least one oarent in common with the decedent whe~ef bv blood or adop1ion. March 13,2003 Department of Revenue - Harrisburg District Office Lobby - Strawberry Square Harrisburg, Penna. 17128-0101 Attention: Ms. Becky Barrick Dear Ms. Barrick; I am writing to you concerning the estate of my mother CLAIRE E. MANNION. I have had numerous calls from your representative Mr. Darvin Price. I am sure he fells he is just doing his job, but I view these phone calls as harassment... I receive them at least several times a month.. My mother's death was very painful to me and my family. We grieve her still. She had no assets that the state could tax, I swore to that at the courthouse, after her death. I went to the Carlisle courthouse and took all of her records with me. I signed each and every paper they gave me, handed them her will ( THEY HAVE HER WILL, I DON'T HAVE IT ANYMORE - AS I TRIED TO EXPLAN TO MR. PRICE). I was told at that time that I had completed all the paperwork necessary, and that the matter was at rest. That was on May 17th, 2001. Out ofthe blue, in January, I started receiving calls from Mr. Price, telling me that I had not completed the appropriate paperwork, and began questioning me what paperwork I signed at the courthouse... I have no idea what papers I had signed one year ago.!!!!! I completed the papers that the clerk set in front of me, and I have no idea what that clerk did with those papers.... I HAD NO INHERITANCE.... I could not get that message through to Mr. Price. I still had to payout $4,675.41 out of my pocket!!!! That is not an inheritance...... As a taxpayer, I am not familiar with all of the forms to be completed. Mr Price just kept repeating his form numbers over and over to me. He finally mailed me this H form and this REV 1500!!!! He seems to feel I should have known about these forms. I did not! I have completed these to the best of my ability, and I am sending YOU a complete set of all that I have. I will also sent a complete set, plus a copy of this letter to Mr. Price. I will send a third set to the courthouse, even though I have already completed what they requested one year ago..!!!! I am asking for a letter from you to assured me that these phone calls will cease, and that you have the records you need. Please have these phone calls stop, as the death of my mother is very painful, and I hate to relive it over and over. Your attention to this matter will be appreciated.. Sincerely, Mary C. Shepler 4815 Brian Road Mechanicsburg, Penna. 17050 ~'~nl;.~~_ .b....;;;.,