HomeMy WebLinkAbout01-0676
PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
Estate of gt1rbarlJ ~ Koons
also known as
No. 21-01-676
To:
Register of Wills for the
County of CL<mberlltYlJ in the
Commonwealth of Pennsylvania
Deceased.
Social Security No. 16 'l- ~'1- s2/B
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older, appl ies
for letters of administration
on the estate of
(d.b.n.; pendente lite; durante absentia; durante minoritate)
the above decedent.
Decendent was domiciled at death in {} Lt."" herJa.N1d County, Pennsylvania, with
h e.r last family or principal residence at 100 s. NDt"W4-Y street; rneclu'll;c$bu.rj PA I7,!SS"
(list street, ~mber and municipality)
EITs!
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Decendent at death owned property with estimated values as folllows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
~
$ r2S: 0(:)0. ()D
$
$
$
Petitionerl2..- after a proper search h~ ascertained that decedent left no will and was survived by
the following spouse (if any) and heirs:
Name Relationship Residence
w;/k'6m /I. k'oPpns husband loPt? s: /Y""/fI~Y s/: ///edtA'/1/t:s,
117~IfAel() L. Srr-eebq/ Sbn / E#e~ 1'/1
tt.t(j ~ /lbSS"
THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the
appropriate form to the undersigned.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
} 58
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
representative(s) of the above decedent petitioner(s) will well and
truly administer the estate according to law. 1-". _ 4' /
__ tk/p/U,z/4t:( /i?ar-
Sworn to .or affirmed and subscribed J
before me this 19 th day of
JULY . ~2001
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No. 21-01-676
Estate of,.:
BARBARA A KOONS
, Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW JULY 20 ~2001, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that WILLIAM A KOONS
is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration
are hereby granted to
WILLIAM A KOONS
in the estate of
BARBARA A KOONS
~"'Y~~~--::~"'.J AU ..a/ccy
egIster of Wills .
FEES
Letters of Administration ..... $ 60.00
Short Certificates( ).......... $ 15.00
Renunciation ................ $
JCP $ 'i. 00
TOTAL _ $ so.oo
Filed.... .~7~~.-:.......... A.D. ~..1QQ..L
C!4b P~Jit
ATTORNEY (Sup. Ct. J.D. No.) 38S/.5
6 (!/tJ4'.58r Ald" /11ee/'Qn'-csbu1/ PIl11/J~5
ADDRESS
7/7- 7"b-t?z~,
~H~ ~~
This is w certifY that the information here given is correctly copied from.art original certificate. of death duly filed with me as
Local R'~gistrar. The original certificate will be forwarded to the State Vital Records Office for permanent fHing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
p
7555153
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Local egistrar
Fee for this certificate, $2.00
9~
115 d-~o f
Date
No.
21-01-676
H'05,144Re~, 11'}1
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
(Coroner)
TYPEiPRINT
IN
PERMANENT
BLACK INK
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STATE FILE NUMBER
A
Koons
SEX
2. Female
UNDER 1 DAY
Hours Minutes
DATE OF BIRTH
\Month, Day. 'fear)
BIRTHPLACE (City and PLACE OF DEMH (Check only one se6ll'\Stlucticms 00 oIhef slde)
IJ SlaleOf ForetgnCountry) HOSPITAl-
~AtlAlsbJ~ p :.'.... 0
FACILllY NAME (II nof InSlllullon. gille Slreet and number)
~~"y)D
ow.
cl1Vlboto
DII
e otic Cardiovascular Disease
DUE TO lOA AS A CONSEQUENCE 01-);
23b. 23c.
'MS CASE REFERRED TO ME~l EXAMINER/CORONER?
VasA, NoD
21.
.Appl'oximate PART II: CMh81 significant conditiOns contribUlmg 10 death, but
:inletYaJ belWeen noc resulting in lhe underlying cause given in PART I
lonaet and death
I
i Remote MI
DATE PRONOUNCED OE.AO ~MoI>.tt\, Day. '(eaf)
24. . 6:47 P.M 2'. July 11, 2001
21. PART'~ En\&\' 1M~. injl.lTlea 01 complk;al;lons which caused the death. Do nol enler the mode of dying, such as cardiac or respiratory arrest, shock or hean lailure
list only one cause on each line
DUE 1'0 tOR AS A. CONSEQUENCE OF):
DUE 1O{OO AS A CONSEQUENCE OF)"
d
weRE A\1lOPSY AtoNGS
AVAIlABLE PRIOR TO
COMPLETION OF CAUSE
OF DEATH?
MANNER OF DEATH
TIME Of INJURY
Coroner
DATE OF INJURY
(MQ(lth, Day. YaID)
INJURY AT WORK?
N.lw$l
R
o
o
Homicide
o
o ,Ga. M.
O PLACE OF INJURY - AI home, farm. street, factor)', office
buikiing, etc. (Speclly)
....
Yes 'fi1 No 0 'Q1, ~ No 0 AcckMnl
r. Suicide
28a. 21b. 21.
CERTIFIER (Check only one)
.CERTIFYtNG PHYSH:IAH (PhysiclM CSflJlying cause 01 death when another phYSICIan has pfOnounc~ dealtl and comple1eU lIem 23)
To 1Ite..1 of my knowledge, dU1h occurnd due to the cauM(a) and mat'tt\e(.. atakd. . . . . . .
Pending klvsstiQalion
CoukJ not bill determilled
o
A~=~:::=';=:OIInVutlg.uon.1n my opIrtlon, death occurred allh. Ume, de'., and pIece, and due 10 Ih. cau..(a) and
m.nner..-.tated................................................................................................. .
3'...
REGIS
l1.1 I t.;J,/I~1
OATE SlGj~iylh 12 ~")200 1
o 31e, 31d.
NAME AND ADDRESS OF PERSON WHO COMPLETED CAUSE OF OEATH
(lte<ll27)TyplOf P'ln' Michael L. Norris, Coroner
M 6375 Basehore Road, Suite HI
p\~. Mechanicsburg, Pa. 17050
DATE FILED (Monltl. Day, 'lear)
'PROHOUHClNG AND CERTIFYING PHYSICIAN (PhYSICian bOth JX"OflOUnClng daaltl and carll/yinQ to cause of death)
To the but ot my knowledge. dhth occaH-w.d ., 1M ...., date, and~. and dua 10 Ute CII~.).nd m.nner.. .IMad..
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Barbara A. Koons
Date of Death: July 11,2001
Will No.
Admin. No. 21-01-0676
TO THE REGISTER:
T certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on July
24,2001:
Name
Address
Matthew L. Streevel
100 S. Norway S1., Mechanicsburg, PA 17055
35 White Birch Lane, Etters, PA 17319
William A. Koons
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: July 24, 2001
eMda !! ~5iJ
CHARLES E. SHIELDS, III
6 Clouser Road
Mechanicsburg, P A 17055
Telephone: (717) 766-0209
Counsel for Personal Representative
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-29-2002
KOONS
07-11-2001
21 01-0676
CUMBERLAND
101
'02
CHARLES E SHIELDS III
6 CLOUSER RD
MECHANICS BURG
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PPCl.:J055
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REV-1547 EX AFP (01-021
BARBARA
A
Amount Remitted
) CHANGED
n)
(2)
(3)
(4)
(SJ
(6)
(7)
.00
419.50
.00
.00
22,132.84
.00
.00
(8)
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:is4"f-Ex--i.FP-foY:02Y-NoTIcE"-oF-YNHEiiiTANCE-TAx-i,pPRAiSEMENY-;-i.i:rOWANCE-ciii-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KOONS BARBARA A FILE NO. 21 01-0676 ACN 101 DATE 04-29-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
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 FJ
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental aequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
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. Amount of Line 14 at Sibling rate (17J
18. Allount of Line 14 taxable at Collateral/Class a rate (18)
19. Principal Tax Due
NOTE:
(9)
llO)
6,962.16
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this form with your
tax pay..ent.
22,552.34
34.419 81
11,867.47-
.00
11,867.47-
n9J=
.00
.00
.00
.00
.00
27.457.65
nlJ
ll2)
ll3)
(4)
.00
.00
.00
.00
x 00 =
X 045 =
X 12 =
X 15 =
TAX CREDITS:
'U.V~6' (i'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, 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 BI': DlJ~
A IIFi=..un ~C'I:' Dr'IU~"_r" ---- -- -
REV-..;oOEX(iHlD)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERIT ANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
/6 -- c.J-'/A./ -- / ~
FILE NUMBER
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COUNTY CODE YEAR
.Q .-E ~ 2J!L_
NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
K OONS/ BlI-li?lJlf-fA A.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
7 - 1/ -- :;'rJt!J I II - 10 - 1'1 S 2-
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
K"t?NS/ Iv/LL//1-/II A.
SCCIAL SECURITY NUMBER
I''; -1.JLJ -5"218
TIllS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
!XI 1. Original Return
o 4, limited Estate
o 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (dale of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copyofTrusl)
o 10. Spousal Poverty Credit (dale ofdealh between 12.31-91 and 1_1_95)
o 3. Remainder Return (date of death prior 10 12-13-82)
D 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Bo):.es
o 11. Election to tax under Sec. 9113(A) (Atlach Sch 0).
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NAME (! fill- /ll../?S E. SII/EZ-DS
7lL.
COMPLETE MAILING ADDRESS
(p C'-OUStE"~ Ie.l>.
/J1I:CHJ'/IiI/C.r S /I lee;., ;?/I
/7LJ5;S-
FIRM NAME (If Applicable)
TELEPHONE NUMBER
7/7-7111,,-0'/,,0'1
~r
(1)
(2)
(3)
(4)
(5)
II'M't5'
f'lI'l.00
/VolVt;!
IVM'E
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IX
1. Real Estate (Schedule A)
2. StocKs and Bonds {Schedule B)
3. Closely Held Co/,?oration, Partnership or Sale-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 Unes 1-7)
9. Funeral Ex.penses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule l)
11. Total Deductions (total lines 9 & 10)
12. Net Value of Estate (Line 8 minus line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
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(6)
(7)
N 1M t:
(8)
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JI :17
,
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(9)
(10)
13<1. "I1"t, 81
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(-1I.?'1.1f7
.
(11)
(12)
(13)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(14)
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SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of line 14 taxable at the spousal lax () x.oL 0
rate, or transfers under Sec. 9116 (a)(1.2) (15)
16. Amount of Line 14 taxable at lineal rate () x .0 'fL. (16) 0
17. Amount of Line 14 taxable at sibling rate 0 x .12 (17) 0
0 x .15 (18) 0
18. Amount of Line 14 taxable at collateral rate
(19) ()
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
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233- J/ S'I
Visit our webslta at: schwab. com
Questions? Call 1-800-435-4000
Account Opened In: 1999
Page 1
29106-N6D1611-Q1096S-SML-17055000QQQ'2593836 "2 #653656
BARBARA A KOONS
100SNORWAYST
MECHANICSBURG PA 17055
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$ (25.00)
$ 444.50
$ 419.50 I
I
$ (713.04)
$ (155.56)
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I Account Value Summary
Cash & Sweep Money Market Funds
Investments
I Total Account Value
I Change In Value Summary
Change in Value Since May 31, 2001:
Change in Value Since January 1,2001:
=
I Investment Detail
1=
DescriDtion
Cash and Money Market Funds (Sweep)
CASH
Svmbol
Quantity
Lono/Short
Price
Market Value
Investments
NORFOLK SOUTHERN CORPO
PENN NATIONAL GAMING -
NSC
PENN
7.9758 L
11 L
$ 20.7000
25.4000
.
$ (25.00) A
0
0
en
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$165.10 '"
U1
279.40 '"
0
....
0
$ 419.501 ~
I Total Account Value
I Transaction Detail
Settle Trade
Date Date Transaction
Caah Activity
06/11 06/11 Div For Reinvest
06/20 06/20 Funds Paid
06/20 06/20 Service Fee
06/28 06/28 Account Fee
Inveatments ActIvity
06/12 06/12 Reinvested Shares
06/20 06/15 Sold
DescriDtion
Quantitv
Price
Total
NORFOLK SOUTHERN CORP
CHECK ISSUE #2095273
FEDEX CHECK FEE
QRTRL Y BROK FEE
$ 0.48
(683.49)
(8.50)
(25.00)
NORFOLK SOUTHERN CORP
PENN NATIONAL GAMING
0.0228
(40)
$ 21.0700
20.2700
$(0.48)
766.99
Q Dividends paid on this security will be automatically reinvested.
N6D161 1-010985 593838
C2000 Charles Schwab & Co., Inc. All rights res8lVed. Member SIPC/NYSE. Printed on recycled paper. CRS 20840 (0700-1719)
3365385601,150,116
CS479(071OO)
I Investment Income Summary
Description
Federally Taxable
Cash Dividends
This Period
Year to Date
$ 0.48
$ 0.96
I T otallnvestment Income
$0.48
$0.961
N601611-o10985 593839
00000 Charles Schwab &. Co., Inc. All rights reserved. Member SIPC/NYSE. Printed on recycled paper. CRS 20840 (0700-1719)
CS479(07/00)
""''''''''1'.'' *'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
K tJtJ /'IS,
8/tA?(J"f-1('/!
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
,4.
FILE NUMBER /
021- 01- ro 7(:,
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM V AWE AT DATE
NUMBER DESCRIPTION OF DEATH
1. P. p. /), f//htk.#71"1V #/'/-f!.#IJ/lL CJF 4-SSbll= "'I/YT7<PU€ ITBHS"
/.""4741> A-r N'1?/Z7'/T GATe Af./Vr,/IPU5.r, (!~III!L/SL.,,"__,dA QAt.,!
a& hvt> ZEIGU?7( (!/!-of7 SITES /# HEI('SH~ ~A, jOt!rJf,r_d
)/ 406~t: R. k't:>U/e, y;a>/';.(et1" ~//",ra/.fer aMcI I,'censed
aueh'oneu (,0/1- ~/C #' /fll :<.276. L) (st!~ Sheets alfach~d)
tVtJ/J-,'nfer<!!,,! bear;7 Ch~ck;17J dU-<>lAYJ-t oJ: /l1 I; T /!JtvJk
(sa letter o/tAched')
'lS19,3t!JO. bb
~,
~
L{ 32.8'1
3, J"ewHt2Y
II.) LAt>/Es /4- I09f{AT YEl.lOt<) G()tl> 1>/lImoND EARIf/N&S
8.) 41AJhf D//I/I{oNJ)
C.) LI/PIES /'1- !<.-,/tAT YEa"tu Get.JJ EI/IlA!/N6- !nlJtlNrlN6S
(see t!ert.'h'cau "I AI/pra;sal j,y l/1"'I1>>S 1>,''''Jt''I1..1 Gl!e? ) ~ }, I sa. "0
1>.} L-fb/ES //f-I</ftfJlT YEU"/(} Grx.f) ])IAMbND EN6A(jEJ1{B'/7 J€1il/G-
E:} d-fJIJR P//f Il(RND
F) L,,4/)/ffJ 1'I-I<#tf-fT YELLt>fV Got.J) EIV6"16GAlBVr ,RING- /WI/N'll" ~
(s~1! C'erf;'(;-~Ilfe of Aplin/sill "y /HttJ1A's l),'IJINt>I1'" tf'1111~r!l) ~ L.JtJt/. "b
i ral'?:S
-f) Ii Iacllkt/JIa ~tlk /J1,~J: ,slrlJlkr tv / fI""q/ Clreduu/ ];,;"
( see 41f1/,p;J'td "I' IHkSCI/'1.f /Un)
~ l?So. po
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets ot the same size)
$ J.:J /3.2,8'(
,
Antiques on the Ritner
Robert R. Rowe
3490 Ritner Highway
Newville, PA 17241
(717) 776-6769
August I, 2001
Mr. Bill Koons
100 South Norway Street
Mechanicsburg, P A 17055
INVOICE
Appraisal: Personal property of Barbara Koons
TOTAL AMOUNT DUE
$ 225.00
Please make check payable to Robert R. Rowe.
Thank you. !\
" ~6 ~uo%
ANTIQUES ON THE RITNER
Robert R. Rowe
3490 Ritner Highway
Newville, PA 17241
(717) 776-6769
,
APPRAISAL, July 30,2001 for Bill Koons the estate of Barbara Koons at Northgate
Antiques, Carlisle, P A and two Zeigler sites in Hershey, P A.
This is to certifY that I, Robert R. Rowe, am a qualified appraiser. I have 40 years of
buying, selling and appraising experience in the area of antiques. I am also a bonded and
licensed auctioneer (PA LIC # AU2276L).
I further certifY that the purpose of this appraisal is to provide current auction value for
the following items and that this appraisal in no way represents an offer or solicitation to
purchase said items.
I have viewed the following items and in my opinion the current fair auction value of
these items is set forth.
The following items (approximately 115) were viewed at Northgate Antiques, Carlisle,
PA consisting of vases, figurines, plates, jewelry, art glass, Nippon, books, glass, prints
and brass. Included in these items are:
Nippon Bowl Set
James Smith Water Set
Nippon Dress Set
Morgantown Cocktails
Shelley Cake Set
Hamson Print
Diamond Bracelet
Austrian Vase
$175.00
95.00
175.00
100.00
100.00
60.00
200.00
125.00
The total of the 115 items including those listed above is
$2,800.00
The following items (approximately 785) were viewed at two Zeigler Co-op locations in
Hershey; P A consisting of vases, figurines, plates, jewelry; coins, art glass, Nippon,
books, glass, prints, furniture, brass and copper.
Brides Basket
Hand Painted Pickard Bowl
Hand Painted Rose Tray
Bavaria Desseret Set
Limoges eight piece set
Tea Set
100.00
9500
90.00
75.00
200.00
125.00
Satin Bowl
Tea Set
Six luncheon plates
Art Vase
Railroad Lantern
Parasol
Pedestal Stand
Tureen
Rubena, 11 pieces
Dresser Tray
Bavaria China
Rose Hat Pin Holder
Cameo Pin
Desk Set, four pieces
Vase, brown glaze
Diamond Pin
Powder Box, Limoges
Cake Plate, HP
Pitcher, Nippon
Jewelry Box
Nouveau Candle Sticks
Wine Set, cobalt
Vase, nouveau
Figurine, deco style
Oil Painting, French
Jewelry Box, jeweled
Candle Sticks, jeweled
Bowl, nouveau, signed
Nippon, hand painted
Cocktails, Top Hat
Tie Backs (3 pieces)
Necklace, nouveau
Shade, loetz
Glove Box
Powder Set
Pitcher, hand painted
Print, strawberry, oak frame
Vase, Nippon
Bracelet, butterfly
Pin, hand painted
Limoges, Cup and Saucer (2 pieces)
Ring, Amethyst
Necklace, Jade Beaded
Dessert Set, Haviland
Dresser Box, Green Enamel
Vase, Bavaria
50.00
175.00
150.00
175.00
65.00
25.00
25.00
25.00
350.00
90.00
70.00
80.00
175.00
80.00
90.00
70.00
80.00
125.00
100.00
85.00
325.00
160.00
175.00
175.00
250.00
180.00
185.00
300.00
100.00
250.00
200.00
90.00
150.00
50.00
110.00
125.00
90.00
80.00
125.00
200.00
140.00
85.00
70.00
150.00
80.00
130.00
Charger, Limoges, signed
Five Posters and Prints
Lamp, floor
240.00
200.00
125.00
The total appraised auction value of all items viewed is
$ 16,500.00
$19,30000
The total of the 785 items including those listed is
FmM&fBank
July 31, 2001
Charles E. Shields, III
Attorney-At-Law
6 Clouser Road
Mechanicsburg, PA 17055
Dear Mr. Shields,
This is in regards to your request for account information for Barbara Koons.
The only account that Barbara held with us was a non-interest bearing
checking account. The amount in the account as of July 13th was $432.84.
If you have any questions regarding this information, please contact me at
the number listed below.
Manufacturers and Traders Trust Company. 5303 East Simpson Ferry Road, Mechanicsburg, PA 17050
(717) 766-1847. Fax: (717) 796-1671
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FURS
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4669 JONESTOWN ROAD
HARRISBURG, PA. 17109
PHONE: 545.9878
This is to Certify
WE HAVE THIS DAY EXAMINED AND APPRAISED THE
12/29/2001
Blackglama Female Mink Stroller wi Hood Checkered Trim
Origin: United States
Length: 33 inches
Sweep: 60 inches
Collar: Wing
Sleeve: Dolman I Band Cuff
Monogram: BAR
FOR THE ESTATE OF:
Mrs Barbara Koons
100 S Norway St
Mechanicsburg
PA 17055
HAVE DETERMINED ITS PRESENT CASH VALUE TO BE:
MUSCALUS FURS
$ 850.00
pe~~~...........
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REV-1511EX+(1-97)
'*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERIT ANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Kppll/S,
B/I,f?B/!-/i'/! A.
FILE NUMBER
::u-cu- 67(.,
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Neill F"NF/ll'/i. NoM': 01= e/f"'p HILL. It 99 :r.""
::I.. NE/U. 1=1(# /f1(.At- NPAfk ",1= t!1f;ot'" HIU.. 1# SS..oo
3. MISC. F""'FlfAL. I<!CZ/fTet> E"1r,P8.lSE~ : ~ :J11!.S'i
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s) W/L//AAf A-. K"P",NJ" AJIfIIlFD
Sodal Secunty Numbe<<s) I EIN Numbero! Personal Representative(s)
Street Address /POS: NOJeW/fY 5T.
City 1H5C!I(/IN ICS A ulJG State "'/I Zip 17oSS-
Yea~s) Commission Paid:
[tIU"t"Vt!..1 J f
2. Attorney Fees (!f.lAJeLES E'. SHIt:LDS 'JlL 1,700,00
3. Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation)
Claimant If) 1 it.! /f /11 #. -"PPNS ~~ Sa? 00
Street Address /I)() S. /VPRhHV 57-
City mECHRNICS 18 ute 6- State A/f Zip 171.JSS-
Relationship of Claimant to Decedent SPot/SE
4. Probate Fees ""CJ 0..i8;n,,1 Issue of :;hort cerfi {;'CCLres "'8'0,00
5. Accountan's Fees :1
G-~ee""w..lts , Co. -.J.. bL +"1.'.., 00 i ~CDn\L. +....,e ~J...." N /A-.
~
6. Tax Return Preparer's Fees
J4-A,erl-i ';0' /" C"..h'rl.."d L"ul JO"-rna.1 ,.
7. 7s.oo
8. HdIlUh:S/O ;,., Hqrr/sheoy f!r-J,iuf-!Vewf lJ1eJro' luesf (I/n. '10'0.5/2
'1. IfppcfA,; sers Fe, -k> lZo6trt A1w~ I lIuc.J,'ol'/ur (see sckd. e lLHadlmQ/ts) tt
~:ZS.OI.>
10. Re.;rn hursl.Mu1t.. ~ C.h"rks E. Sh; e/ds m:. po"f-...,.... &p;e5. ...t-c. f 1:1.7:5'
II. F;tina I" ht.;.httce T.... R. fun,
~ /tJ~oo
l:l.. ('..,,,+ {1~ Cheel<..s 4:or l<~t,J-e Cheelc:';~ I\-(>~.
, 10.00
TOTAL (Also enter on line 9, Recapitulation) $ ~, 9{" 2.. Ire
..
(If more space IS needed, Insert additional sheets of the same size)
'REV-1512 EX~(l-91)
ESTATE OF
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
/f.
21-0/- ~7h
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FilE NUMBER
K()ONS, B/lR13/1-Il/l
Include unreimbursed medical expenses,
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
:l.
#/Ie-Ir1If(Y:l} Pi remainin:/ unfJti.;d ha,)tt.na on fI10,.t~Q'fI"'- Loa.n
# 5K"2 o J'iP 3 If due ami p4ytJble Iv Chase /I1anha3ran fnod(f"-'il!
&rpora/,'pn (-r.fo/ b41.~"5"1JSS/.30 -:Z;' ":a 275",<'5')
J
(sn faYJllcnt /..;.rice lIMd &/oJa a#ache-d).
Per Ct,u;ftJ "celfl1'" hi-ItaJ SeJ,,,,,,/ -r;.,Xe5
Holy S,u/r;f I-Ibs;JJ'ft'd
fl'
f3z.oo
, ~(;;,()O
,.
';17 :175. toS'
,
3.
TOTAL (Also enter on line 10. Recapitulation) $ ;)7, "!SZ t!,S'
(If more space is needed, insert additional sheets of the same size)
o CHASE
1,959 0
Loan Number:
Statement Date:
Payment Due Date:
Property Address:
100 S Norway 51. Mechanicsburg PA
Loan Information:
~
Principal Balance on 07/05/01
Escrow Balance on 07/05/01
Pavment Factors:
Interest Rate
Principal & Interest
Escrow Payment
Optional Products
Past Due Payment
Unpaid late Charges:
Miscellaneous Fees
Total Payment
Yp'8r-to-Date:
Interest
Taxes
Principal
5802086311
07/05/01
08/01/01
THE RIGHT RELATIONSHIP IS EVERYTHING~
Customer Service Phone: 1-800-848-9136
Please send payments ONLY to: PO BOX 9001068
Louisville KY 40290-1068
Hearing Impaired (TDD): 1-800-582-0542
17055
IIBWNDXCT
#313580208631107411
$54,551.30
$542.87
1",111",111",'\,1"1'\",11"1"1,,11,1,1,,11,,,11,,,,,11,1
6.50000%
$577.55
$97.23
$0.00
$0.00
$0.00
$0.00
$674.78
$1,804.55
$299.71
$ 1.660.75
WILLIAM A KOONS
BARBARA A KOONS
100 S NORWAY ST
MECHANICSBURG PA 17055-3439
Chase now offers you the opportunity to view your recent payment history
confirm receipt of your last payment, change your address online, view
interest information, and much more -- all 24 hours a day, seven days a week.
www.chase.com/homefinance/customerservice.
online! Also, you
your year end tax
Visit our website
can
and
at
Activity Since Your Last Statement
TRANSACTION TRANSACTION TOTAL OPTIONAL MISCELLANEOUS
DESCRIPTION DATE RECEIVED PRINCIPAL INTEREST ESCROW PRODUCTS OR FEES
PAYMENT 07/05/01 674.7S 2S0.54 297.01 97.23
Important Messages About Your Account
ATTENTION PENNSYLVANIA HOMEOWNERS: As you are awsre, many taxing authorities in ~our state will only
provide the original current tax bill to you. If you have a tax agencr, ins aliment due in t e near future, you
should have recently received a letter requesting that you provIde t e original current tax bill to Chase for
payment. Please forward this bill as soon as possIble to ensure prompt payment.
******
As a reminder, when sending your payment, please be sure to use the pacrcment stub attached to the bottom
of this statement and place it In the enclosed envelope so the remittance a dress appears in the window.
If you live in New York, New Jersey, Connecticut or Texss, you may also make your payments at any nearby
Chase Manhattan Bank branch office. Please note, however, that mort~aH,e payments ~ be accepted at
Chase Manhattan Mortgage Loan Origination offices. For the address 0 e Chase Bank ranch nesrest you,
please visit our website at www.chase.com.
313
PLEASE: c__+___nnn__n.__'__.____nn_nnu__n_____n_nnn.
Use the bOlles on the wi
aymeDI coupon to designate :
Ie application 01 addillonal \
mds. U"designated funds cr::
III be applied first to :
ulst.oding fees and lale '
hUlles and then to
ddillonal principal.
Amount Due
Mete check ~.bl. tD Chase Mortgage.
Peyment Due Dele -Lilt. a_... Ou.
08/01/01 00000.00
-Fe.. Due
00000.00
-Addition.' Escrow
00000.00
Mortgege Payment -Addltlonsl Prlnclpel
00000.00
Amount of Check
DD~[1]~.L1Jkill
o CHASE
Wi
I:
Loan Number
$674.78
CHASE MANHATTAN MORTGAGE CORPORATION
PO BOX 90010B8
LOUISVILLE KY 40290-108S
1,1"111,,,,,1,11,1,,11,,,,,,1111,,,,11,,1,01,,11,,1,,1,,11,,1
5802086311
DO NOT SEND CASH
DO NOT SEND
CORRESPONDENCE
WITH YOUR
PAYMENT
WRITE YOUR LOAN
NUMBER ON YOUR
CHECK OR MONEY
ORDER
Ii
U!
<(:
~i
wi
01
$674.78
~/5 your exg.~~t .Y~a~ ,pay,!,,,nl W.e b"u~ecrrj~d bj;e.~:
Inclute In l~fchllonXi s211:B~, Tor Ille cnlr~el'
For .ny .ddr.../phon. change. check D
thl. box end complete the rever.. aide.
WILLIAM A KOONS
BARBARA A KOONS
100 S NORWAY ST
MECHANICSBURG PA
17055-3439
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P.81.\o;,i3EX. \\-~7\
ESTATE OF
'*'
SCHEDULE J
BENEFICIARIES
COMMONWEAl1H OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
KOONS) 8191i!t3AIi?/I /1-.
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
T. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
1.
tV lUll! /Jt /1-. ICt>IJIVJ
IN') 5. #,?/tfl//ty sr.
M.€CJIYHI/IICS 6ulf!tJ., ,g/l /71J S~
sPou ~G'
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AMOUNT OR SHARE
OF ESTATE
/0070
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)
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: bA-"eMtt'A A~ kOoNS
Date of Death: 7 - {1-CJf
Will No. Admin. No. .;ll-DI- f)b7fc
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. *State whether administration of the estate is complete:
Yes~ No
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 X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is: ~k
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:
q-/7-0J,
~i~~
Signature
f. Es/ali uG /,; usual atlm,n;sIrClh'on pf
~It ~ k Id Charles E. Shields, III
jJ;'Pbale R~se1j /5 t!#h/jJ. e e 5 JI Name (Please type or print)
~ ~1J6;dekd rf{ps,r/. 7k Ecs/ttlt, ktllere;;
reServes ~ I'!1/it;& i?411f,izue on pr -#~/11"/'t
let'1N' l'f>elf lif IN f!lQ /HAY k/ ;(
;f /5 clehrhl'U/ ~ f1l1rsJle 'h1iAf,'t;/J
~/'fh ~lIrd f&._~/lhm4'._. Pl'ell# /
J ,J I - - Capacity:
QffJeat'l1 . '.-.
6 Clouser Road, Mechanicsburg, PA 17055
Address
{7l7) 766-0209
Te 1. No.
~personal Representative
~counsel for personal
representative
(MAH:rmf/AM3)
CHARLES E. SHIELDS, III
ATTORNEY-AT-LAW
6 CLOUSER ROAD
Corner ofTrindle and Clouser Roads
MECHANICSBURG, PA 17055
GEORGE M. HOUCK
(1912-1991 )
TELEPHONE (717) 766-0209
FAX (717) 795-7473
June 14, 2006
Register of Wills
Cumberland County Court House
1 Court Square
Carlisle, P A 17013
Re: Estate of Barbara A. Koons
No. 21-01-0067eo
....
Dear Register of Wills:
Please find enclosed for filing 2 copies of the Inheritance Tax Return for the Barbara A.
Koons Estate as well as Check No. 2071, in the amount of $49.57 for Inheritance Tax due and
Check No. 2072, in the amount of $7.50 and Check No. 315, in the amount of $7.50 for the filing
fee.
Thank you for your kind attention to this matter.
veWg~~
Charles E. Shields, III
Attorney-At-Law
CES/mjj
Enclosures
c:
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SHIELDS CHARLES EDWARD III ESQ
SIX CLOUSER ROAD
MECHANICSBURG, PA 17013
u_____ fold
ESTATE INFORMATION: SSN: 169-44-5218
FILE NUMBER: 2101-0676
DECEDENT NAME: KOONS BARBARA A
DATE OF PAYMENT: 06/16/2006
POSTMARK DATE: 06/14/2006
COUNTY: CUMBERLAND
DA TE OF DEATH: 07/11/2001
NO. CD 006845
ACN
ASSESSMENT
CONTROL
NUMBER
.........
...... .
--
........ "
;--..
1-'~
+---
AMOUNT
101 I $49.57
I
I
I
I
I
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I
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e-'
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~. .
.....
........ .
----
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........ .
......... ..
TOTAL AMOUNT PAID:
$49.57
1--.'
1-''',
~.
REMARKS:
CHECK# 2071
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
I..
I
I
j.
I
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
.... .
......
----
..........
--..
1--.'
~...
+---
_J
15056041046
REV-1500 EX (05-04)
PA Department of Revenue
Bureau of Individual Taxes
Dept 280601
Harrisburg, PA 17128-0601 ~
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
County Code Year
File Number
:2. I 0 /
OI)~7fD
Date of Birth
/,,? lflf S":l/~
0711",OtJ!
II fO /9S-..z
Decedent's Last Name Suffix
Decedent's First Name
MI
k~ONS M~S
/JA /( Ii ~ ~ ~
If.
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
KOO~S p~
kJl L L f A AI
A
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
c:::> 1, Original Return c:::>
2. Supplemental Return
c:::>
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
c:::> 4. Limited Estate c:::>
c:::> 6. Decedent Died Testate c:::>
(Attach Copy of Will)
- 9. Litigation Proceeds Received c:::>
4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
c:::>
o
8. Total Number of Safe Deposit Boxes
c:::>
11. Election to tax under Sec. 9113(A)
(Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
CIIA-,eLES
t=-
SII/EL[)S
I I I
717 7't. 0209
Firm Name (If Applicable)
REGISTER OF WILLS USE ONLY
First line of address
~,
CLOtlSE",f
R,() A- b
Second line of address
City or Post Office
State
ZIP Code
DATE FILED
~IEC!.1i AN / C s /dL{ ~ G
.-
,
PA
/70SSq73~
Correspondent's e-mail address:beame.rcs@)epix.net
Under penalties of perjury, I declare that I have examined this return, schedules and statements, and to the best of my knowledge and belief.
it IS true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE ~~E -.. BESPONS LE F?I);FILlNG RETURN
,,'../ 'L. L. ~
ADDRESS IAJIl.UAAf A-, kpI>,y,S
t:.IO/ GA.EeAl S7~6G7: /J1/.c,tVIl/AttA!(;,./ 1".40 /78'1'1
SIGNA R OF PREPARE~THER T ENTATIVE
X' 2::', -m---
ADDRESS ~ tlA-/UES E: SH/4Uf)S; ~ FStp.
I~ CL.t)U,Sf5f!. /i!f)I'f~, Afe-C!H;fA//C! S8ttRc;., p/!- /7pS"5'"
PLEASE USE ORIGINAL FORM ONLY
DATE
~ I ore
Side 1
L_
15056041046
15056041046
-I
--.J
15056042047
REV-1500 EX
Decedent's Social Security Number
Decedent's Name:
/{,9 lit{ 52./8
RECAPITULATION
Real estate (Schedule A). 1.
. d
. D
. f)
. ()
/4 D~!:'.bO
. ()
. 0
2. Stocks and Bonds (Schedule B) 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 3.
4. Mortgages & Notes Receivable (Schedule D) . 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 5.
6. Jointly Owned Property (Schedule F) c:::> Separate Billing Requested . 6
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) c:::> Separate Billing Requested. 7.
8 Total Gross Assets (total Lines 1-7).
8.
I If
I I
o i' .s-. ~ 0
Sf ^.l{7
o
.
9 Funeral Expenses & Administrative Costs (Schedule H).
9
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . .
10.
11. Total Deductions (total Lines 9 & 10).
11.
1/ 8f~.i{.7
:l~06. ~
D
.
12. Net Value of Estate (Line 8 minus Line 11) .
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J)
. . 12.
. . 13.
14. Net Value Subject to Tax (Line 12 minus Line 13)
. 14
~;J..03.
.3
TJI,X COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
jE.. Amount of Line 14 taxable
at the spousal tax rate or
transfers under Sec. 9116
(a)(1.2) xo/L
I
I If) / .5"7
If) /.S'{g
o
.
if). Amount of Line 14 taxable
at lineal rate X.O ~ /
1"' Amount of Line 14 taxable
at sibling rate X .12
113. Amount of Line 14 taxable
at collateral rate X .15
19. TAX DUE.
.
o
15. . 0
16. '19.57
17. . 0
18 . 0
. . 19. If 9 . 57
20 FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
c:::>
Side 2
L_
15056042047
15056042047
-I
REV-1500 EX Page 3
File Number
Decedent's Complete Address:
DECEDENTS NAME
/JJA,l!./3J/../VI.
/to K /)oAl.5
STREET ADDRESS
fCJO 5, Nc)~ kI/J.Y S7
CITY
/JJ Eel{ ANI ~s Id t(~ r;..
STATE ~A
ZIP /7tJSS-
Tax PaymEmts and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal fJoverty Credit
B. Prior Payments
C. Discount
(1)
,~
4f'f. S7
()
o
o
Total Credits ( A + B + C ) (2)
o
3. Interest/Penalty if applicable
D. Interest
E. Penalty
"
o
Total Interest/Penalty ( D + E)
4. If Line 2 is weater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund.
B. Enter the total of line 5 + 5A. This is the BALANCE DUE.
(3) 0
(4) 0
(5) 11 '19. 57
(5A) 0
(5B) ,1l'l'1. S"1
5. If Line 1 + Line 3 is greater than line 2, enter the difference. This IS the TAX DUE.
A. Enter the interest on the tax due.
Make Check Payable to: REGISTER OF WILLS, AGENT
Pl.EASE ANSWER THE FOllOWING QUESTIONS BY PLACiNG AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred............ ............ ............ ......... [] IZJ
b. retain the right to designate who shall use the property transferred or its income; .... . . .. .......... D 181
c. retain a reversionary interest; or.............. ............ ............ ...... 0 IZJ
d. receive the promise for life of either payments, benefits or care?... ........... 0 IXI
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
Without receiving adequate consideration? ........... ........ ........... 0 ~
3. Did decedent own an "in trust for" or payablE upon death bank account or security at his or her death?. 0 ~
4. Did decedent own an Individual Retirement Account, annuity. or other non-probate property which
contains a beneficiary designation? .... ................... . .............. ........... 0 IXI
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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 three (3) percent [72 PS. S9116 (a) (11) (i)].
For dates of death on or after January 1, 1995, the tax ratemposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. S911Ei (a) (11) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percef1t (72 P.S. s9116(a)(1.2)].
The tax rate illposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 P.S. S9116(1.2) [72 P.S. s9116(a)(1)].
The tax rate irlposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent (72 PS. s9116(a)(1.3)]. A sibling is defined. under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
COMMONWEALTH OF PENNSYLVANIA
INHElmANCE TAX RETURN
RESIDENT DECEDENT
ESTATEOF )( tJ()/I/S" 6,4/tBMA
n~1I KIQ ,v .11.071
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
A-.
dI/-tJl- 6>76
FILE NUMBER
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
VALUE AT DATE
OF DEATH
DESCRIPTION
/'IEr A/J1Ptl,flr /<ECEIJ"E.l>
/J1svr API'NlT/~AlE".J) 7C
ESrAn:::
pore: ?HIS .5ETrLE/H€Alr IS Fif,/l..EYEl'( ~r ~j)
t{lyf)~ SE7fL. 7#G' /Jl/l-rrET< /fAS ~EEN D/SCUSSc;-L>
/l-T LAte6t: /1ifI~ ?JIG: .If-/JI'~/l7IDIf)/IIENr A-/lP/2pye-t)
~R 7#/5 /!-/J/'Hlllf A-C k/ILL. /fF7/JIE7f-~ //y #,O/E$
lilY/) /lEt?P!UJ5 /If fiili'e- Z>c:P?: ,,~~J/eAl<<G' H::'
l)ISe/l.5.s/~,IY.5 "Er~. 161" ~tJ /fJCTwc?:7l/ jP/l-ttL ./)/BB{T
,hV.1J 1YI/C-IIAEl- J: 4/A-Jt//7.skY" ESe;. / CI7l6A-71/)A/
{bu/V.5FL .
13 Y A (J./I~EIrJ/.sE 5EC-~T ) FA-MIl.Y StF rrLE/Hl?IIIT
/fGllcc~e-//Ir heR, trJ/.tL/A-/JI //. /<,60#5, SUI'lV'tY/N(;..
stoOfA~e tF :b€'C!E1JENT, A-/Y~ /JIAr?Nad LeE
57l€. E EY' A-L,/ Sa /df//V IN 6- ,/!/A7it/lAi. S~.AJ ,fj,&: l>€t!EtJEN 1;
IIA-J/F ~ /0 SP~/r 7#/S /VET A-/JI~~A/T
5b- Sl),
~HI L/T/GA T/aIf' Se-77Z€--
<< ,
Slll<J/tr/fL ,4-e 7//)4/" l:JEet=DeJJTS
Jr.
/~ tJJ'S: ~o
TOTAL (Also enteron line 5, Recapitulation) $ I~ PUS: /pI)
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99)
~~~?~
~;~~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
J< Pf) I/S/ 6/1~P~
A:
FILE NUMBER
d?/-O/-~7"
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A. FUNERAL EXPENSES:
1.
DESCRIPTION
AMOUNT
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City
State _ Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
State _ Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
r.
~,'Jin!J Fee fz, R~i::>tU"" of w~l\.s
Cdrf'Y- oller UflLl&eo/ net cJe.cJu..ch'Of1..s !rom /1Jt .khU'd-Q.nce.
T~ l?eluNf of tJecedt./lt. ?h,s /l/,pcess t:lnr/ #Lmlfl/l/JertJf
(!ttrry/'i ,'r ouf Ill'( 111 a eCbl'd Wilt e$~ ~udSl!/l
d,'settss/"11 ~I ';;l/1'IJ;1','{ dOO' tv/It, l1lu/ bl'J(~rL.
,.
IS, 00
7.
~
/I, ff, 7. lf7
TOTAL (Also enter on line 9, Recapitulation) $ II, 8' 8~, '-17
(If more space is needed, insert addlllonal sheets of the same size)
1=ll=1I-1t::1 ~ ~\(+ 19-00\
_9'/~,~
~
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
Ir,HERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
:21- f){P - t; 7"
f( () () /liS , 1311-J!.f:J A-I< ~ .4.
NUMBER
I
RELATIONSHIP TO DECEDENT
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not ListTrustee(s)
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
WIt.(.IAIJI A. l<t:lpA(f S{JoU6E
tot/I r;~EEA'.57:
/i11':FL.I;V$U~{;1 ~A /74"'11/
1.
e;{.
/II,.f/77lGIt/ LEE S7.ieEEY.Ifi. ~III
e/p NE1eSt:1/!.r &~kV G&t-f)S72::u/~ E:f~.
5"9 t!e/V7/V'Ii. 13t.J//).
aA/J{fJ 1I1t{...,u/l. 170ft
~ SG'E" h'FE/l.E.IVeE' 7D ~A1It.y SErn€-
/JtGIVT A-6/l.&EMEAlT ~N SeHE"P. R
AMOUNT OR SHARE
OF ESTATE
Y.;z.. .,
Y.;(' r
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, 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
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)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SHIELDS CHARLES EDWARD III ESQ
SIX CLOUSER ROAD
MECHANICSBURG, PA 17055
---~---- fold
ESTATE INFORMATION: SSN: 169-44-5218
FILE NUMBER: 2101-0676
DECEDENT NAME: KOONS BARBARA A
DATE OF PAYMENT: 12/03/2007
POSTMARK DATE: 11/30/2007
COUNTY: CUMBERLAND
DATE OF DEATH: 07/11/2001
NO. CD 009039
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $10.67
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK#1045
SEAL
INITIALS: CJ
RECEIVED BY:
REGISTER OF WILLS
$10.67
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
~~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
REV-1547 EX AFP (06-05)
DATE 11-26-2007
ESTATE OF KOONS BARBARA A
DATE OF DEATH 07 -11- 20 0 1
FILE NUMBER 21 01-0676
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-25-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REv:is47-Ex-AFP-C03:0SJ-NOTICE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KOONS BARBARA A FILE NO. 21 01-0676 ACN 101 DATE 11-26-2007
CHARLES E SHIELDS III
6 CLOUSER RD
MECHANICSBURG PA 17055
TAX RETURN WAS:
) ACCEPTED AS FILED
X) CHANGED
SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
NO. 01
.00
.00
.00
.00
14,085.60
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8.
Total Assets
(8)
14,085.60
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
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
15.00
.00
(11 )
(12)
(13)
(14)
15.00
14,070.60
.00
2,203.13
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Ahh returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
NOTE:
19. Principal Tax Due
TAX CREDITS'
(19)=
.00
49.57
.00
.00
49.57
(15)
(16)
1,101.57 X
1,101.56 X
.00 X
.00 X
00
045 =
12
15
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-14-2006 CD006845 .00 49.57
BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-15-2006 TOTAL TAX CREDIT 49.57
BALANCE OF TAX DUE .00
INTEREST AND PEN. 10.67
TOTAL DUE 10.67
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 "CRED!T" ~CR). YOU MAY BE DUE
CHARLES E. SHIELDS, III
ATTORNEY-AT-LAW
6 CWUSER ROAD
Corner ofTrindJe and Clouser Roads
MECHANICSBURG, PA 17055
GEORGE M. HOUCK
(1912-1991)
TELEPHONE (717) 766-0209
FAX (717) 795-7473
November 28, 2007
Register of Wills
Cumberland County Court House
1 Court Square
Carlisle, P A 17013
Re: Estate of Barbara A. Koons
No. 21-01-0676
Dear Register of Wills:
Pursuant to the Notice ofInheritance Tax Appraisement, Allowance or Disallowance of
Deductions and Assessment of Tax received November 26, 2007 from the Department of
Revenue, please find enclosed Check No. 1045, in the amount of$10.67 for the interest and
penalty due. For your ready reference and convenience I have enclosed a copy of the
abovementioned Notice.
Thank you for your kind attention to this matter.
Very truly yours,
~/MT
Charles E. Shields, III
Attorney-At-Law
CES/mjj
Enclosures
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
pcrt,l)'"'iCD. f"'i~l~()aF INHERITANCE TAX
, ':-.~.:',:::.I ~.!"'P.1i~~'E'M'~ '(' ALLOWANCE OR DI SALLOWANCE
1'.:::\.:', !,~F, ~~D~l:;T_]j.o.lIS AND ASSESSMENT OF TAX
*'
DATE 11-26-2007
ESTATE OF KOONS BARBARA A
DATE OF DEATH 07-11-2001
FILE NUMBER 21 01-0676
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-25-2008
( See reverse side under Objections)
A.ount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KOONS BARBARA A FILE NO, 21 01-0676 ACN 101 DATE 11-26-2007
~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
zuel DEe ~,5 PH \2: 34
C\_tFY~
}P.l
CHARLES E SHIELDS II rC"\
6 CLOUSER RD
MECHANICSBURG PA 17055
REV-1547 EX AFP (06-05)
( x) CHANGED
SEE ATTACHED NOTICE
TAX RETURN WAS: ( ) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL
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
RETURN
(1)
(2)
(3)
(4)
(5)
(6)
(7)
NO. 01
.00
.00
.00
.00
14,085.60
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
14,085.60
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
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS'
NOTE:
15.00
.00
Cl1)
Cl2)
Cl3)
Cl4)
lli.DO
14,070.60
.00
2,203.13
(9)
ClO)
Cl5) 1,101.57 X 00
Cl6) 1,101.56 X 045 =
Cl7) .00 X 12 =
Cl8) .00 X 15 =
Cl9)=
.00
49.57
.00
.00
49.57
.
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-14-2006 CD006845 .00 49.57
BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-15-2006 TOTAL TAX CREDIT 49.57
BALANCE OF TAX DUE .00
INTEREST AND PEN. 10.67
TOTAL DUE 10.67
* 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
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV.1470 EX (6-88) I ~
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
Barbara A. Koons
REVIEWED BY
Sheila Megonnell
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
H
Accepted additional debts.
Applied excess deductions from prior return(s).
ROW
FILE NUMBER
ACN
2101-0676
101
Page 1
Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
Name of Decedent:
BARBARA A. KOONS
Date of Death: 7/11/2001
File Number: 21-01-0676
Pursuant to Pa. O.C. Rule 6.12, 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 D 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? . . . . . .. DYes ~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? ............................... f21Yes DNo
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 attach~ to ~ff:' .
2/6/2008 ~F ~ -
Signature of Person Filing this Form
Date
Capacity: DPersonal Representative ~Counsel
Charles E. Shields, III
Name of Person Filing this Form
6 Clouser Road
Address
Mechanicsburg, PA 17055
/ ';-; "~i f' it.
'.. , .G~ . oJ i j
,-'~",: ! 1"
(717) 766-0209
Telephone
~:;::.' -~;
Form RW-10 rev. 10.13.06
~
\
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 280601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*
REV-1607 EX AFP (03-05)
j '-
:1' II \: 5 I
Ii,
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-07-2008
KOONS
07-11-2001
21 01-0676
CUMBERLAND
101
BARBARA
A
t ,'.
CHARLES E SHIELDS III
6 CLOUSER RD
MECHANICSBURG PA 17055
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE
~
RETAIN LOWER PORTION FOR YOUR RECORDS
~
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT ***
ESTATE OF KOONS
BARBARA
A FILE NO. 21 01-0676
ACN 101
DA TE 01 - 07 - 2008
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: 11-19-2007
PRINCIPAL TAX DUE: 49.57
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-14-2006 CD006845 .00 49.57
11-30 -2007 CD009039 10.67- 10.67
TOTAL TAX CREDIT 49.57
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
" IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
. \
'u