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Home My WebLink About01-0908 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of LINDA M. LOEFFLER also known as No. To: JI-OI' '1()f Social Security No. , Deceased 030-38-8411 Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, applies for letters of administration on the estate of (d.b.n.: pendente lite; durante absentia; durante minoritate) the above decedent. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 114 Runson Road. Camp Hill (list street, number and municipality) at Decedent, then 46 years of age, died 114 Runson Road Cam Hill P A 17011 ~ 'h, l~ Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal Property $ ~S.OOO.OO ! ~ II (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: Petitioner_after a proper search ha..L.. ascertained that decedent left no will and was survived by the following spouse (if any) and heirs. Name Relationship Residence Evelvn M. Howlev ~e~~Ow~d \-low\e.'f Paul 1. Howley Mother 114 Runson Road Camp Hill. PA 17011 d e..l: € A s.e..d-'!!..C'ft.,J. I" J '98 Cambridge. MA -fo..~~v- Brother - THEREFORE, petitioner( s) respectfully request( s) the grant of letters of administration in the appropriate form to the undersigned. Signature(s) and Residence(s) ofPetitioner(s) ~RO~' I+o~ Camp Hill. PA 17011 /7--//-7 OATH OF PERSONAL REPRESENTATIVE COMMONWEAL TH OF PENNSYL VANIA SS COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition is/are true and correct to the best of the knowledge and belief ofpetitioner(s) and that as personal representative( s) of the above decedent petitioner( s) will well and truly administer the estate according to law. fv+ In. ,~ Sworn to or affirmed and subscribed before me this 3m day of 2001 ~gister ~ No. 21-2001-908 Estate of LINDA M. LOEFFLER , Deceased GRANT OF LETTERS OF ADMINISTRATION October . AND NOW ~~th, 20 01 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that Evelyn M. Howley is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration are hereby granted to Evelvn M. Howlev in the estate of Linda M. Loeffler $ 70.00 $ 1 R on $ $ 5.00 TOTAL $ 93.00 Filed.. ..Qc:toher..4tb.... .... .......... ..A.D. 2001 Fees Letter of Administration........... Short Certificates ( 6 ).............. Renunciation............................ . JCP HERBERT G. RUPP. Jr. No. 001597 ATTORNEY (Sup. Ct. J.D. No.) 355 N. 2pl St.. Suite 205. Camo Hill. PA 17011 ADDRESS 717-761-3459 PHONE MAILED LETTERS TO A'ITORNEY 105.805 REV 9/86 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar: The original certificate will be forwarded to the State Vital Records Office for permanent filing. '" WARNING: It is illegal to duplicate this copy by photostat or photograph, No. ~::5R~~ Fee for this certificate, $2.00 p 7432342 JUL 2 0 20m Date 21-2001-908 ~~ Rev. 1/91 COMMONWEALTH OF PENNSYLVANIA e DEPARTMENT OF HEALTH e VITAL RECORDS CERTIFICATE OF DEATH (Coroner) Loeffler SEX a. Female SWE FILE HUMBER SOCIAL seCURITY NUMBER 030-38-8411 ,. ORE OF oeAfH (MonIh. Day. 'Mar) ~ July 18~ 2001 c PLACE Of' DERH (CheCk (rly one - 888 intIrucliona on other aide) HOSPfW.: OTHER: 80s ton, Mass. Inpatient 0 ERIOutpellenl 0 ~ 0 :='Ing 0 7. Ia. ITY NAME (lI nal institution. give street and number) 114 Runson Road UNOER 1 ON Hall,. Minulft BIRTHPlACE (Cily and S1ale or Foreign Coufltry) l1b. Coo Old dIIclId4Inl Ilve In a Currberland 1oWn1lrip? 17dKl :~=of Carro Hill MOTHER'S NAME (F~st. Midch. Maiden Surname) 1.. Evelyn M. Fitzgerald INFOAU4M~~SS&!~~~e'ffm, PA 17011 PLACE OF DISPOSITION. Heme of Cemetery, CrematorY LOCmoN. ClIyfTown. Slate. ZIp Code Of' Other Place /' East Harrisburg Cern. MAAITAl STATUS. MarrIM ~ MarrIM, WIdowed, Cohge 0N0rc4Id (Specify) 5+ (1-40'5+) " Divorced 170.0 Yes, deaIdenllNed III ~10 DECEDENT'S Al PATION (Give kind 01 work dOn8~ most ofJ~st ect) Journalism . . DECEDENT'S MAILlNO ADOAESS (Slreel. CilyfTown. Stale, Zip Code) 114 Rlnson Ibad Canp Hill, PA 17011 ,.. FRltEA'S NAME (Finll. Midde, ~ KINOOf' 8 S1NESSIINDU VAS DECEDENT EveR IN U.S. AAMEO FORCES? ....-xx No 0 RACE . American Indian, Bleck. While, etc. (Specify) White SURVIVING SPOUSE ~I wile. give mllldeo name) DECEDENT'S ACTUAl RE8lDENCE (See inlllrudions on olher side) 1 . 1 17e. Stele Pennsv lvania lwp. clly/bofo. eemard G. fbwley Evelyn M. lbwley LICENSE NUMBER b. 012755-L 1b\ll8 belt of my knowtedge. death oc:c:urred MIhe lime, dalelllld pleee 1l81~. (SigneIure and Tille) 238. TIME Of' DEATH Aprx. DATE PROl'JOUNCEO DEAD (Monlh. Day. '!ear) 24. 3:00 P. . . July 18~ 2001 27. MR1' I: EnI<< \Il8 ~ ....... or c:ompllcallons which ceused IIle dNIII. Do not enllIr IIle mode 01 dying, euc:h.. C81dIec; or respirator)' e"..,1hock or hee<t Iellur.. u.t only one _on eech line. ERSON ACTING AS SUCH 1 JIarrisburg, PA NAME AND ADDRESS OF FACILITY 22c~ers-Harner FH, 1903 Mkt St, CH, PA 17011 LICENSE NUMBER DATE SIGNED (Month. Oey. Y88I) c-tlon ~ ~ftomSlateO Gunshot to Head DUE 1O(OR M; A CONSEQUENCE OF): Db. Zk. ~ CASE REFERRED TO ME'tiAl EXAMINERICOAONER? YesAlro NoD 21. !~ PARTY: ===:~~~ I ClllMllllld doItdIl I i ~IIII~ . 8IJt,1MdIng 1lI1mmed1l11e _. e-UNDEIlLVING ~ (Dise8ee or injury ... inilialed__ reUIinQ in deeII\) LAST DUE 10 (OR M; A CONSEQUENCE OF): DUE 10 (OR AS A CONSEOUENCE OF): Homicide TIME OF INJURY Aprx. INJURY /iJ WORK? DESCRlBE HOW INJURY OCCURRED. MSAN AumPSY PEAFORMEO? WERE AUTOPSY FINDINGS -"ItIII.AIlLE PAIOR 10 COMPlETION OF CAUSE OF OER'H? MANNER OF DEATH Natural o o J1( Yes 0 No prI Yes 0 No Jtl Yes 0 No 0 ... :lib. CERTIfIER (Check cny one) OCERTIl'YIfIG PHftfaAN (PIIysic::lIln cerIilying C8UlI8 01 deeIh when enoIher physician haS pronounc:ed deelh and completed Rem 23) 1b......or..,~.deMh___duetothe--<a)....._.........,.................................................. . Aec:IdenI I"endIng InveItigallon Suk:Ide at, Could not be determined Hill. PA Coroner OPRONOlINClNG AND CERTIFYINQ PHYSICIAN (Phyeic:ien balh pronouncing deeII\ and c:ertiIying 10_ 01 death) To...... of lIlY IlnDwMdge. deMh ___ M.......... .................... clue to the--<s)..... __.. sleled.. . . . . . . . . . . . . . . , . . . . . . . . . OIlEDfCAL EXAIIINERICOftO . On......... of eumInattan 1IIldI0I \rlvatIgdon,1n my apInIon, dHth _rNd at.... 111M. ..., and plec.. and due to the ceuM(e) end __atatecI.. ........... ... . . . .. ... . ....... . .. . . .. ... .... , . .. .. . . . . . . .. .. ..... ... . .. .. ... .. . ... . . .. .. ... .. . .. 31L REGISTRAR'S S1GNAJURE ANt) NUMBER 33. ~Vdl/I/I :14. ~t';::--~ ( -'" C:\Corel\Suite8\wpdocs\estates\Loeftler\Certification. wpd CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: LINDAM. LOEFFLER, DECEASED Date of Death: JULY 18, 2001 Will No. 2001-00908 Admin. No. 21-01-0908 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on October 12. 2001 Name Evelyn M. Howley Paul1. Howley Address 114 RunsonRoad, Camp Hill, PA 17011 284 Harvard S1. No. 53, Cambrigde, MA 02139 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE. Date: October 21, 2001 dJl7c( ~\v Name Herbert G. Rupp, Jr., Esquire - Rupp & Meikle Address 355 North 21st Street, Suite 205 Camp Hill, PA 17011 Telephone (717) 761-3459 Capacity: Personal Representative -X- Counsel for personal representative FORM 93 - O. C. DIVISION U.; IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ..........,..- ::J I,. A ~....< d N IN RE: ESTATE OF } } } } } } -,..., -;:1 :::0 LINDA LOEFFLER (Deceased) I A / No. 21-PJ-908 of 2001 / ~~. _ ,) .__.~ CLAIM To the Clerk of Orphans court Division: Index and make proper entry in your official records of the claim of ADV ANT AGE RECEIVABLE SOLUTIONS for PENTAGON FEDERAL CREDIT UNION (Claimant), account # 24180781817, in the amount of $658.85 against the estate of the above named decedent. This claim is filed under Section 732 (b) (2) of the Fiduciaries Act of 1949 as amended. The said decedent, who resided at 114 RUNSON RD, CAMP HILL, PA 17011-2738, died on July 18, 2001. Written notice of this claim was given to f [) {I~ n !-It u) k3 I II ~ ~ U hS ern eJ I ell tn p [.\r 1/) r A 17 b 11/, (Personal representative. if any. or counsel). March 26 , 2002 6t1~Jf (j)(/liM (Claimant) ADV ANT AGERECEIV ABLE SOLUTIONS 1941 SOUTH 42ND STREET SUITE 380-25 PO BOX 6618 OMAHA, NE 68106-0618 800-999-3778 (Claimant's Address) CLIENT: PENTAGON FEDERAL CREDIT UNION ACCOUNT: 69859881 CLI REF#: 24180781817 STATUS: ACTIVE STATUS REASON: OO-ACTIVE PACKET: More. . . CONTACT INFOBMATION PHONE INFORMATION LANGUAGE: ADDRESS TYPE: PRMHOM PHONE TYPE: RESP: PRMRSP STREET: 114 RONSON R AREA CODE: ADDRESS INFORMATION CONTACT TYPE: PRMCON PREFIX: D FIRST NAME: L1NOA PREFIX: MIDDLE NAME: CITY: CAMP HILL NUMBER: LAST NAME: LOEFFLER STATE: PA EXTENSION: EXTENDED: ZIP CODE: 17011 2738 SUFFIX: AIL CODE: MAIL ANSWER CODE: S SN : 0 3 0 3 8 8 4 11 CALL CODE: COUNTRY: US M ADJUSTMENTS I I EVENTS LI BALANCES I I PAYMENTS I~ ACCOUNT STATISTICS I CURRENT BALANCE: 658.85000 ADJUSTED 0000 LISTING BALANCE: 658.85000 PROMISED PAYMENTS: 0.00000 PRINCIPAL 0000 LOCAL LISTING BALANC 0.00000 BALANCE: 0.0 0.0 PAYMENTS: More. . . \ STATE OF PENNSYLVANIA IN THE REGISTER OF WILLS COURT: CUMBERLAND COUNTY ESTATE NO. 01-0908 IN RE:ESTATE OF LINDA LOEFFLER STATEMENT OF CLAIM 1. MBNA America hereby presents for filing against the above estate this statement of claim in the amount of $ 5380.05. 2. The basis for the claim is MBNA account number 5490990245063936 which was opened on 4-21-01. 3. The tax identification number of the claimant is 510331454. 4. The name and address of the claimant is MBNA America. 1000 SAMOSET DRIVE WILMINGTON. DE 19884 5. This claim IS NOT contingent. 6. This claim IS NOT secured. 7. The last payment made on the account was $ 15.00 on 7-20-01. Under penalties of perjury, I declare that I have read the foregoing, and the facts alleged are true, to the best of my knowledge and belief Executed this ~ day of _~ a V/n1 ~ ~ ~(};VW QIJJJAz .. Y QUEEN MBNA Amenca , 2001_ a ("; ~ ~.. 9" " ~ :uS' (I) t""'" c<',:, S) r .'k r'~' " rn CD Claimant I ~ v State Of Delaware, County of'lI JS"w U /I 6 /t-/S: IN WITNESS REOF, I have set my hand and notarial seal this 2-.3 day of (,.j o e ~ euu' q )/XJ)~ My Commission EXPires~ Notary Public X165-1 LINDA*LOEFFLER CUSTOMER INFORMATION SYSTEM 12/28/01 * 5490990245063936 * 09:28:02 CURBAL: 5767.57 CYCLE: 03 N 0000000000000000 CR LIN: 5500.00 STATUS: 5 CHANGED: 09/20/01 ***************************** AUGUST STATEMENT ***************************** POST -------REFERENCE------- TRAN --------DESCRIPTION------- BC ---AMOUNT--- PAYMENTS AND CREDITS 0718 07200134499351 PURCHASES AND ADJUSTMENTS 0703 70442981184001352626432 0702 USPS 2478230530 0712 70541861192004037217993 0710 STAPLES #166 0801 00000000000000 0801 LATE CHARGE FOR PMT DU 0718 PAYMENT - TRANSFER 15.00CR C C C 44.26 ..--6{)~-U9---- --') ~:~ b (I b/ f t:-u /i ***************************** AUGUST STATEMENT ***************************** PREY BAL - $5235.83 PAY + $15.00 SALE + $104.35 CASH + $0.00 F/c $54.87 + LATE CH = NEW BAL $29.00 ~AnQ n~ PF10=PAGE FORWARD ** NO MORE PAGES TO DISPLAY ** PF11=TRANSACTION SUMMARY PF21=JULY STMT 4-@ 1 MBNAIS 192.168.14.10 !tf(;:r/ (u eu /?? PA1=BEGIN AGAIN 1 PA2=SYSTEM MENU AE92 WDA42MC1 2/31 ./ (;3YD. 0 S X165-1 LINDA*LOEFFLER CUSTOMER INFORMATION SYSTEM 12/28/01 * 5490990245063936 * 09:28:02 CURBAL: 5767.57 CYCLE: 03 N 0000000000000000 CR LIN: 5500.00 STATUS: 5 CHANGED: 09/20/01 ***************************** AUGUST STATEMENT ***************************** POST -------REFERENCE------- TRAN --------DESCRIPTION------- BC ---AMOUNT--- PAYMENTS AND CREDITS 0718 07200134499351 PURCHASES AND ADJUSTMENTS 0703 70442981184001352626432 0702 USPS 2478230530 0712 70541861192004037217993 0710 STAPLES #166 0801 00000000000000 0801 LATE CHARGE FOR PMT DU 0718 PAYMENT - TRANSFER 15.00CR C C C 44.26 ..-66-:-U9'''' , . ", ~~ 6 (/61, K-u;!if ***************************** AUGUST STATEMENT ***************************** PREV BAL - $5235.83 PAY + $15.00 SALE + $104.35 CASH + $0.00 F/C $54.87 + LATE CH = NEW BAL $29.00 ~~nQ n~ PF10=PAGE FORWARD ** NO MORE PAGES TO DISPLAY ** PFll=TRANSACTION SUMMARY PF21=JULY STMT 4-@ 1 MBNAIS 192.168.14.10 =j(}-f;r! (U at /71 PAl=BEGIN AGAIN 1 PA2=SYSTEM MENU AE92 WDA42MC1 2/31 ./ (;af{), () S FORM 16 REG. WILLS INVENTORY deceased, late of (city) ,Cumberland County, Pennsylvania, who died (Borough or Township) (Zip Code) (date of death) REAL ESTATE SCHEDULE REAL ESTATE IN PENNSYLVANIA . I (Description must be adequate to identify the property. Mortgages, judgements and other encumbrances on real estate should be noted.) Copyright 2000 David James Thorpe, Esq. ~ /?-//- 7 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT 1 ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HERBERT GRUPP STE 205 355 N 21ST ST CAMP HILL DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-25-2002 LOEFFLER 07-18-2001 21 01-0908 CUMBERLAND 101 *' REV-lS47 EX AFP (01-02) LINDA M Allount Rellitted PA \17011 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE1 PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-Y=is4j-ix--AFP--Coi-:ozi--Ncffici-oF-INHERiTANCi-y-A'x-AiipRA-isEiiENT~--ALioWAN-ci-oR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LOEFFLER LINDA M FILE NO. 21 01-0908 ACN 101 DATE 11-25-2002 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 re~lect ~igures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: IS. Allount of Line 14 at Spousal rate (IS) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due 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/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (S) (6) (7) .00 .00 .00 .00 9,301.82 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 71097.10 6.668.01 (11) (12) (13) (14) NOTE: .00 X 00 = .00 X 045= .00 X 12 = .00 X 15 = NOTE: To insure proper credit to your accountl subllit the upper portion of this forll with your tax paYllent. 91301.82 13.765 11 41463.29- .00 41463.29- (19)= .00 .00 .00 .00 .00 TAX CREDITS: r".n~.". IU:t,;t:~"1 (+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 $11 NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) \. 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 Recorc':', He~.;:, DATE ESTATE OF DATE OF DEATH FILE NUMBER P 1 :44 COUNTY ACN 03-15-2004 NEGLEY 10-23-2003 21 03-0908 CUMBERLAND 101 MARCUS A MCKNIGHT ESQ IRWIN & MCKNIGHT 60 W POMFRET ST CARLISLE '04 MAR 12 *' REY-1547 EX AFP (01-03) PAUL l Allount Rellitted CIS',' PA 17Ql.~r,b:" 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,-ix--AFP--ro1-:oil--Ncffici--oF-'i:""NHiifiTiNci-T-A;rA-PPRA-isiMENT~--AL:rowiircE-oii-------------- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF NEGLEY PAUL L FILE NO. 21 03-0908 ACN 101 DATE 03-15-2004 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 re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: IS. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due 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 (1) (2) (3) (4) (S) (6) (7) 103,000.00 .00 .00 .00 198,486.24 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 44,977.62 1.991.30 (11) (12) (13) (14) NOTE: .00 X 00 = .00 X 045 = .00 X 12 = 139,984.53 X 15 = NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 301,486.24 46.968 92. 254,517.32 114,532.79 139,984.53 (19)= .00 .00 .00 20,997.68 20,997.68 TAX CREDITS: . .... ...... . "..ow..... . (+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-23-2004 CD003474 1,049.88 20,997.68 TOTAL TAX CREDIT 22,047.56 BALANCE OF TAX DUE 1,049.88CR INTEREST AND PEN. .00 TOTAL DUE 1,049.88CR . 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 "CREDIYW' (CR), YOU MAY BE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTION~ ~ & ~ C:\Program Files\Corel\WordPerfect Office 2002\Estates\Nesmith\612,4,15,2003.wpd STATUS REPORT UNDER RULE 6.12 Name of Decedent: LINDA M. LOEFFLER Date of Death: July 18, 2001 Will No.: 2001-00908 Admin. No.: 21-01-0908 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 X 2. If the answer is No, state when the personal representative reasonably believes the administration will be complete: On or before Dec. 31, 2003 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative 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 form or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Previously filed on ~-x:= [;- fb# ~ ~ 5 atur Herl:iert G. Rupp, Jr., Esquire Date: 6/17/03 Name (Please type or print) 355 N 2pt 51., Ste. 205, Camp Hill, PA 17011 !ClU.l;):.J .1;'=',1 &0: iili & l Nn0 'H,! (',0 CoI . Address 717-761-3459 Telephone Number Capacity: Personal Representative x Counsel for personal representative II .. Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 6/10/2003 HOWLEY EVELYN M 114 RUNSON ROAD CAMP HILL, PA 17011 RE: Estate of LOEFFLER LINDA M File Number: 2001-00908 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 7/18/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, DONNA M. OTTO DEPUTY REGISTER OF WILLS cc: J File Counsel Judge COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT 280601 u') (,- ................................................'-:(\................... / ./' O. FFICIAL USE O. I\IL Y /J- /1 '/ REV - 1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z w o w () w o Q) ~~(J) ll'-'" <ll Coll .1:00 U o.ii'i Co <l: 2. Supplemental Return 3. Remainder Return (date of death priorto 12- 13.82) Limited Estate 4a. Future Interest Comprise (date of death after 12-12-82) 5. Federal Estate Tax Return Required Decedent Died Testate (Attach copy of Will) 7. Decedent Maintained a Living Trust (Attach a copy of Trust) . . 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death between 12.31.91 and 1-1.95) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: "E NAME COMPLETE MAILING ADDRESS <1> -= = a =- <n ~ C5 c..:> 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) $0.00 $0.00 $0.00 $0.00 $9,301.82 $0.00 $0.00 (8) $7,097.10 $6,668.01 (11) (12) (13) (14) (15) (16) (17) (18) (19) $0.00 OFFICIAL USE ONLY 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 6 4. Mortgages & Notes Receivable (Schedule D) I-- 5. Cash, Bank Deposits & Misc. Personal Property (Schedule E) <( .....J 6. Jointly Owned Property (Schedule F) ~ 1,1:"""1 Separate Billing Requested a.. <( 7. Inter-Vivos Transfers & Misc. Non-Probate Property o (Schedule G or L) W 0::: 8 . Total Gross Assets (total Li nes 1-7) (4) (5) (6) (7) $9,301.82 9. Funeral Expenses & Administrative Costs (Schedule H) (9) (10) 10. Debts of Decedent, Mortgage Liabilities & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) $13 765 11 ($4,463.29) 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 $000 made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) ($4,463.29) z o f= ~~ 1-:) a. :2 o U SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) $0.00 x 16. Amount of line 14 taxable at lineal rate x $0.00 17. Amount of line 14 taxable at sibling rate .12 x $0.00 18. Amount of line 14 taxable at collateral rate .15 x $000 19. Tax Due 20. CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Copyright 2000 David James ThOlpe, Esq. Decedent's Complete Address: STREET ADDRESS Total Interest/Penalty (D + E) (3) 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) If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) ($4,463.29) Total Credits (A + B + C) 3. Interest/Penalty if applicable D. Interest E. Penalty (2) $0.00 4. 5. $0.00 $0.00 $0.00 PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN X IN THE APPROPRIATE BLOCKS 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 revisionary interest; or d. receive the promise for life of either payments, benefits or care? If death occurred on or before December 12, 1982, did decedent within two yearsX preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? Did decedent own an individual retirement account, annuity, or other non-probate property? Yes ~ B No I.' :f X 2. 3. 4. ~,"'ji:' . J}I~~:t;:_;:;~j:::,;_:_:.:...._.._.: X ~..,:.X x,,",, ,','d. 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 of perjury, I declare that I have examined this return, including accompanying 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 the information of which preparer has any knowledge. j. A RE 355 NORTH 21ST STREET, SUITE 205, CAMP HILL, PA 17011 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 transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)]. The statute does no 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 0% [72 P.S. 99116(a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyright 2000 David James Thorpe, Esq. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF LOEFFLER, LINDA M. FILE NUMBER 21-01-0908 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. DESCRIPTION TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) Copyright 2000 David James Thorpe, Esq. ROBERT ENSMINGER APPRAISERS REAL ESTATE and PERSONAL PROPERTY 3557 ELMERTON A VENUE HARRISBURG, PA 17109-1132 FEDERAL TAX ill #23-2492038 PHONE 717-652-4111 FAX 717-541-9444 E-MAIL: threecompS@PAnetworlc.com INVOICE May 13, 2002 Herbert G. Rupp,Esquire 355 N. 21st St. Camp Hill, PA 17011 Professional Appraisal Service: Personal Property Estate of Linda Loeffler 114 Runson Road Camp Hill, P A 17011 $ 90.00 Estate of Linda Loeffler Computer eMachines 633MHz, 10 GB, 32M, 17" monitor $ 200.00 HP Deskjet 648c printer $ 45.00 Computer desk $ 50.00 File cabinet $ 35.00 Chair $ 60.00 Single bed $ 100.00 Dishes, utensils $ 20.00 Records $ 3.00 Uniforms $ 15.00 Camping gear $ 15.00 Cabinet $ 35.00 Luggage $ 40.00 Skis and ski boots $ 50.00 Tools $ 10.00 Ski clothes $ 20.00 JVC VCR $ 40.00 Glassware $ 10.00 Blender $ 10.00 4 studded tires $ 10.00 Baskets $ 20.00 13" TV wI VCR $ 100.00 Chest of drawers $ 75.00 Dresser $ 125.00 Sharp TV $ 50.00 Futon $ 100.00 Pine cabinet $ 100.00 Pine end & coffee tables $ 60.00 Snow shoes $ 20.00 Chair $ 5.00 Drop leaf cart $ 10.00 Magazine rack $ 5.00 4 chairs $ 30.00 Folding table & 4 chairs $ 30.00 Dining table $ 75.00 Camping gear $ 60.00 Chair $ 20.00 Tea cart $ 20.00 Butcher biock tabie ~ 15.00 ... Bakers rack $ 20.00 Duffle bag $ 15.00 Plastic storage drawers $ 5.00 Eureka vacuum $ 20.00 Ironing board $ 5.00 Base cabinet $ 20.00 Pictures $ 40.00 Animal pelts $ 75.00 TOTAL $ 1,888.00 Page 1 of 1 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF LOEFFLER, LINDA M. FILE NUMBER 21-01-0908 TOTAL (Also enter on line 7, Recapitulation) (If more space is needed, insert additional sheets of the same size) Copyright 2000 David James Thorpe, Esq. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF LOEFFLER, LINDA M. FILE NUMBER 21-01-0908 Debts of decedent must be reported on Schedule I. DESCRIPTION AMOUNT TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) Copyright 2000 David James Thorpe, Esq. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF LOEFFLER, LINDA M. FILE NUMBER 21-01-0908 DESCRIPTION AMOUNT (If more space is needed, insert additional sheets of the same size) Copyright 2000 David James Thorpe, Esq.