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Home My WebLink About01-0938 PETITION FOR GRAN OF LETTERS OF ADMINISTRATION Estate of also known as John H. Allen No. To: ;2/-0 I - q 3 ~ The petition of the undersigned res ctfully represents that: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania Social Security No. Your petitioner(s), who is/are 18 ye rs of age or older, appl ies for letters of administration on the estate of (d.b.n.; pendente lite; durante absentia; du ante minoritate) the above decedent. Decendent was domiciled at death in Cumberland County, Pennsylvania, with h is last family or principal resid nce at 5264 Terrace Road, Hampden Twp., Mechan!=isburg, PA (list street, number and municipality) Decendent, then years 0 age, died September 27 ~ his home, 5264 Terrace Road, Mechanicsbur , PA , ~ 2001 Decendent at death owned property w.th estimated values as folllows: (If domiciled in Pa.) All per onal property (If not domiciled in Pa.) Person I property in Pennsylvania (If not domiciled in Pa.) Person I property in County Value of real estate in Pennsylvania situated as follows: 5264 Terrace Road Ham den Twp.. $ $ $ $ I ~1f"I\ -"/>-/'L) ,\., ...7"lJ',f2U tl,.Jl) Cumberland County. PA ) A IY~)" 0:) Petitioner_ after a proper search a_ ascertained that decedent left no will and was survived by the following spouse (if any) and heirs Name Relationship Residence Judie A. Allen Julie M. Allen John s. Allen Dau hter Dau hter Son Milton W.Va. ie, PA 17090 THEREFORE, petitioner(s) respect ully request(s) the grant of letters of administration in the appropriate form to the undersigned. ~ <l.I U <= <l.I ~3 <l.I .... p:::~ ,,0 c"':::: ro ".;:: ~<l.I ~o.. <l.I'- 50 ~ <= OIl Vi /7-/3.-3 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } ss, 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. 'ff:I!:; J, a21&-;; John S. Allen """' '" '-' <I) .... ;:j ...... ~ r::: I:lO rJ5 No. 21-2001-938 Estate of John H. Allen , Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW o("t-nher 11 th 1~x2001, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that John S. Allen is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration are hereby granted to .1nhn S A 11 en in the estate of John H. Allen , Register of Wills . / r--_:_ 1_,../ ,'"' . L../'j~r':' 7-;71._-.: ~ RMJe"rCE. "Myers .' (~09729) M~!1::::/ff FEES Letters of Administration Short Certificates~ ) . . . . . . . . . . Renunciation ..c.)........... $ 235.00 $ 9 .00 $ 5 .00 $ 5. DO TOTAL _ $ 254.00 QGt9P.~J;' .l..l.tlf. . . . .. A.D. 11lx..2Q01 ATTORNEY (Sup. Ct. I.D. No.) 100 York Road, M<>lJ r.l1mh<>r' and, PA 17070 ADDRESS 717-884-3163 Filed PHONE MAILED LEI'TERS 'ID ATIURNEY ENUNCIATION 21-2001-0938 In ReEstateof John H. Ai en deceased. To the Register of Wills of Cumberland County, Pennsylvania. The undersigned .- i:: Judie A. Aile and Juli~ M. Allen, daughters of the above decedent, hereby renounce(s) th right to administer the estate and respectfully ask(s) that Letters of administration be issued to John S. Allen of 60 Allen Dr. Shermansdale, PA, and that he s~rve without bond WITNESS our hand this (-n.t day of October , ~2001 . .2.o,~ KOIllt1. Ct,Milton, W.Va. (Address) ';).5" .s- L{. / ~At;J ~.~ (Signature) Julie M. Allen 3~:3 '1i.Prlnah ~. ,fr;.aJc./~. (Address) ~ fJ/l- /7 <:J ~g (Signature) (Address) ~~.- :r CERTIFICATI N OF NOTICE UNDER RULE 5.6 a Name of Decedent: John H. Allen Date of Death: SE tember 27, 2001 Will No. Admin. No. 2001-00938 Pa. No. 21-01-0938 To the Register: I certify that notice of (beneficial interest) esta e administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiar es of the above-captioned estate on Janaury 15, 2002 Name Address Judke A. Allen 2019 Mo a Ct., Milton, West Virginia 25541 JOhn S. Allen 60 Aile Drive Shermansdale PA 17090 HQ Rear Apt., Lomoyne, p~t\ 170/13 Notice has now been given to all persons entitled t ereto under Rule 5.6(a) except none Date: January 15, 2001 (jl~ Signature . Name 0'1 ",,--:r Roh@rt E My@rs, Attorn@y .'t' Address 100 York Road r- ..- z = J New Cumberland, PA 17070 ;-." '-- a: N P ~) .,". j::: J)= . - ~.).C Telephone ( 711 774-3163 Capacity: _ Personal Representative ~Counsel for personal representative IN THE COURT OF COUNTY PENNSYLVANIA ORP S' COURT DIVISION ESTATE OF JOHN HALLEN Register's # 2101938 Deceased CLAIM To the Clerk of the Orphan ' Court Division: \ Index and make proper claim of CITICORP CREDIT S against the estate of the filed under Section 3532 ( (b) (2). ntry in your official records of the RVICES INC. in the amount of $1.471.31 bove-named decedent. This claim is ) (2) PEF Code, 20 Pa. C.S. ss. 3532 The said decedent, who e last known residence was at 5264 TERRACE RD MECHANICSBURG PA 170556814 Written notice of this claim was given to JOHN S ALLEN, Executor, 6 1 0900000 on January 8, 2002. ,~x; N ~.CC ~ ."...~ -.. f.: ~;L~ ~ ~ "\ f" ... '....Ill........... sk~ tb~o~ (ClalmantT Tammy Anzelone, Manager ofCiticorp Credit Services, Inc. under limited power of attorney for CITICORP CREDIT SERVICES INC. 7930 NW liD Street, Kansas City, MO 64153 (Claimant's Address) ~ 'J J2I261200 J.J3 Acct. #-5424180432567284 /j) ~ 12/13/01 I~~mMfi~~ijrI ......................... $1626. 6 $220.47 ;j;j~j:j:iii~;.;......~:f? :filiii:j:~i.ifmitj:j: ..............................................' ............................................... SITE: KC TM:6375 ACID: 11/27/01 KCB1043 22:06:54: JOHN HALLEN 5264 TERRACE RD MECHANICSBURG 17055-6814000 CITI CARDS P.O. BOX 8113 S HACKENSACK, NJ 07606-8113 PA Citr Card For Custo;;'er Service, call or write 1-800-950-5114 Account Number 5424 1804 3256 7284 Payment must be recelved by 1:00 pm local tIme on 12/13 2001 To report billing errors. write to thts address; calling trill not preserve yOU' rl....b. BOX 6500 SIOUX FALLS, SO 57117 Past Due $61. 00 + Available Cash Limit $0 Purchl Adv Minimum Due $32.81 = New Balance $1626.66 statement/C losing Date 11/19/2001 Total Credit Line $1500 Available Credl Line o Amount ve r Credit LI e $126.66 + Activity Sin e Last Statement Cash Advance Limit $1500 Sale Date Post Date Reference Number MinImum Amount Due $220.47 Amount 11/19 11/19 11/19 LATE FEE - OC PAYMENT PAST DUE 66 0000 OVER CREDIT L MIT FEE 62 0000 PURCHASES*FIN NCE CHARGE*PERIODIC RATE 84 0000 35.00 0000000000 29.00 0000000000 32.81 0000000000 The Annual Percen been increased du stated in your Ca to make a payment due, you exceeded a payment to us t age Rate on your account has to one of the following reasons d Agreement with us: you failed to us or any other creditor when your credit line or you made at was not honored by your bank. WITHIN THE LAST 3 IMPORTANT NOTICE TO YOUR CITIBANK ANOTHER COpy PLEA NUMBER LISTED ABO DAYS YOU SHOULD HAVE RECEIVED AN BOUT ADDING BINDING ARBITRATION ARD AGREEMENT. IF YOU WOULD LIKE E CALL THE CUSTOMER SERVICE E. Reminder: You may be assessed an over-the-credit- line fee if your alance exceeds your Total Credit Line as stated ab ve. Account Summary revlous Balance $1,529.85 $0.00 $1,529.85 +) (=) ew CHARGE Balance $32.81 $1,626.66 $0.00 $0.00 $32.81 $1,626.66 Period: 31 eno IC Rate 0.06847%(0) 24.990% 24.990% 0.06847%(0) 24.990% 24.990% PURCHASES ADVANCES TOTAL Rate Summary PURCHASES Standard Purch ADVANCES $1,545.67 $0.00 PLEASE REFER TO THE REVERSE SIDE OF THE ORIGINAL STATEM NT FOR PAYMENT INFORMATION. Make check or money order payable In u.S. dollars on a U.S. bank to Cltl Ca ds. Include account number on check or money order. No cash please. ~ ... "E - IN THE COURT OF ON PLEAS, CUMBERLAND COUNTY ORPHAN I COURT DIVISION ESTATE OF Register's # ~ J ~0lJ1 q 3~ D J ALLEN Deceased CLAIM To the Clerk of the Orphans' Court Division: Index and make proper en ry in your official records of the claim of CITIBANK SOUTH DA OTA NA in the amount of $~63~60 against the estate f the above-named decedent. This claim is filed under Section 3532 (b) (2) PEF Code, 20 Pa. C.S. ss. 3532 (b) (2). The said decedent, whose last known residence was at 5264 TERRACE RD MECHANICS BURG JOHN S ALLEN, January 28, 2002. Written notice of this c aim was given to Executor 60 ALLEN DR SHERMANSD LE P A 170900000 on C'>'~i .~<r ("'.....! (~.~ TAMMY A ZEL E, Manager of Citicorp Credit Services, Inc. unaer limited power of attorney for CC) 7930 NW 110 Street. Kansas City. MO 64153 (Claimant's Address) ~ N P _J,:: .'~ S ... ... f' ~ _.; 'I"..- 0] /23/2002-4 Acct. #5424180172050665 - -----~ r- - ... 10/30/01 t@KiAA!~~i~jfI~ ......................... $99.00 ~t~ij~~@r~@i~~~~j ....................... SITE: KC TM:6300 ACID: 12/31/01 /'~ f ; / \:--:> / KCB6054 17:06:46 D J ALLEN 5264 TERRACE RD MECHANICSBURG 17055-6814000 CITI CARDS P.O. BOX 8104 S HACKENSACK. NJ 07606-8104 PA Citr Platinum Select~ ard For Customer Service, call or write 1-800-950-5114 Account Number 5424 1801 7205 0665 P'yment must be receIved by 1:00 pm local To report bUUnq errors, write to this addreDi calling will not preserve yo..- rights. BOX 6500 SIOUX FALLS, SO 57117 Past Due $44.00 + Available Cash Limit $819 purchf Adv Minimum Due $55.00 = ...~ ~ Minimum Amount Due $99.00 Amount StatementfCloslng Date 10/05/2001 Total Credit Line $5100 Available Cre It Line $2 97 Amount Over Credit Ine $0 00 + Activity 51 ce Last Statement Cash Advance Limit $900 Sale Date Post Date Reference Number 9/05 9/21 10/05 9/07 9/21 10/05 10/05 D8BTZQOO VCCGNFQ* LATE FEE - S P PAYMENT PAST DUE 66 0000 TRI-STAR GLO AL PROCES TEL5616207430 FL 61 A4816US 7777 GIANT FOOD "10 SI8 CAMP HILL PA 61 A5411US 1340 ADVANCES*FIN NCE CHARGE*PERIODIC RATE 84 0000 PURCHASES*FI ANCE CHARGE*PERIODIC RATE 84 0000 35.00 0000000000 436.00 78454371249 57.98 81444001266 1.26 0000000000 32.13 0000000000 PLEASE SEE THE E CLOSED CHANGE IN TERMS NOTICE FOR IMPORTANT IN ORMATION ABOUT THE BINDING ARBITRATION PROV SION WE ARE ADDING TO YOUR CITIBANK CARD AG EEMENT. 3 27D2.~ ct tage Rate on your account may - '3.5.c:i:) LF ne of the following reasons 32 3('~ f:(^ rd Agreement with us: if you ":7- -r ~ yment to us or any other . you exceed your credi t 1 i ne - ~ ment to us that is not honored~tz. :ti2t., ~. (,0 81rL, If you have not eceived your new card! please call the Custome Service number on thlS statement. The Annual Perce increase due to stated in your C fail to make a p creditor when du or you make a pa by your bank. The Citigroup Re ief Fund will provide scholarships for children of ictims of the September 11th tragedy. Help ma e their future more secure with a tax-deductible c ntribution. Complete information is available at www.citigroup.com Stay in touch wi h new features and benefits of your card the easy wa . Just provide your email address on your.pay~e~t tub or register at www.emall.cltlcards.com PLEASE REFER TO THE REYERSE SIDE OF THE ORIGINAL STATE ENT FOR PAYMENT INFORMATION. Make check or money order payable In U.S. dollars on a U.S. bank to CllI rds. Include account number on check or money order. No cash please. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 - I REV-1162 EXI11-96) RECEIVED FROM: PENNSYLVANIA INHERIT~NCE AND ESTATE TAX ( FFICIAL RECEIPT FREY ROBERT G ESQUIRE 5 SOUTH HANOVER STREET CARLISLE, PA 17013 ------ fold ESTATE INFORMATION: SSN: 01-1 6-31 89 FILE NUMBER: 2101-0938 DECEDENT NAME: ALLEN JOHN H DATE OF PAYMENT: 05/17/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 09/27/2001 REMARKS: ROBERT G FREY ESQUIRE CHECK# 2726 SEAL NO. CD 001191 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,416.09 I I I I I I I I TO AL AMOUNT PAID: $1,416.09 INI IALS: DO RE( EIVED BY: RE 31STER OF WILLS MARY C. LEWIS REGISTER OF WILLS REV-1500 EX (E<7~) REV-1500 C;,;~':~::~Cl}.-"...L USE ()i\,jLY ~ *^~' COMMONWEALTH OF ~ /' PENNSYLVANIA . , '~" DEPARTMENT OF REVENUE . '. DEPI 280601 HARRISBURG, PA 17128-0601 I- Z W o W o W o W I- lo::$1Jl ()a:lo: wo.() :1:00 ()a:-' 0. III ll- e:( z o ~ ;:) l- e: <( u w a::: INHERITANCE TAX RETURN RESIDENT DECEDENT J7-/3-0- _.._ _,~,_._, ...;....."._.,. "., -. .....__..u_._~ ..~,.. ...._... _. ..__.lJ..._.~ .._...._,.._ FILE NUMBER ~ -.L -~ -!- ~ YL ~- COUNTY eWE -, YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER t.c>l - 11> 3)CZCf THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER [i;d'1. Original Return o 4. Limited Estate o 6. Decedent Died Testate (Attach copy 0; Will) o 9, Litigation Proceeds Received o 3. Remainder Return (date 01 death prior to 12-13-82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes Election to tax under See, 9113(A) (Altach Sch 01 o 2. Supplemental Return o 4a. Future Interest Compromise (dale of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy of Trust) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) I- Z W o z o 0. IJl W a: a: o () e I l>O v.,~~ ~~O fl lVei,.{ &..~8ettL.ANQ4 fA' 1.1D"U~ TELEPHONE NUMBER 'c:: bFF-ICIAI..::U~fE ONLY --- -j i<' .,. I I I I I I i I I I I J 1. Real Estate (Schedule A) 2, Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule 0) 5, Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7, Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8, Total Gross Assets (total Lines 1-7) 9, Funeral Expenses & Administrative Costs (Schedule H) 10, Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11, Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 14/, '"671, 4' 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14, Net Value Subject to Tax (Line 12 minus Line 13) (11) IJ~U~.'t7 (12) ~ 1,Jt b"'f.s- 0 (13) - (14) '31.t+~ .~ SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ ~ ;:) 0.. :iE o u ~ 15, Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x.O_ (15) x,O~ (16) x .12 (17) x .15 (18) (19) ILt I <0. c:>a... 16. Amount of Line 14 taxable at lineal rate 1>[, ~~ '$".. 5/J lLllb.O'\ 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > ~I:. SUR,E TO ANSWER ALL QUESTIONS QN REVERS!; SlOE AND R.ECHECK MATH < < . RE~-'1502 EX+ l6-98} . ;W'" " " COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER J()~N H. ALLeN '1~31 All real property owned solely or as a tenant (n common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. SCHEDULE A REAL ESTATE JTEM NUMBER 1. DESCRIPTION 1..C>T' I bbr ll~ Or )...~T qa. C>N (J}..~tJ C>f'" 6000 HwG)~ f(.€co'l--ceo IN f't..A.N l3u~ 7. 01:\66 b . J ~I\.b"e-o WIoT'Jt rI f)\)., e KN t.w N As ~\..t l' f ~tt. "'Cot: ~"() () H ^1'\~P;f~ -r;wru~ ~\f> I G.~a~t1\...ANt) CC>\.I.I\)\j. Vf\/ s~ ~f:D r~ \" Hl>l'I\~ H.. ~lJ,.etV AfJO tieL-eN ~. t\\.-l.E ~ ~ J\)\'\~ ~ !t1.l..'!aN y Q. 0 e~~ "u. eN ~T(O If-:>~/l~ flNO ~ecu~()t:.o II\) Deep (6b()~ ~S..fJ ~~~ $1>, Set...l...llUb PAtte VALUE AT DATE OF DEATH \ 3 't, 0 d D .oi) 1. fRl>fE:$:r) 11$(" Refu.~o Otv ~~L..e 3Lf5.~< TOTAL (Also enter on line 1, Recapitulation) $ I .3 '1 .3 Lf';: 5' E (If more space is needed, insert additional sheets of the same size) REV-~~8 EX + J~-97) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Jl'>\H) ft. ,It-LL.e^-.J FILE NUMBER 0..1-", - oq"3 r ESTATE OF Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of sUNivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. C A.sri lCfO.OC t 9150 1- T\,6 .- 6&)\.0 ~f:).oo 3. f ""tt-> \Tv.. Q.~ I OL4 ..5""'6 ~. Ibt>LS 35'~.bO - 13~~~ G-l f?C~ ,N ~ /~c.'OIA. "', 11 ?d't ~. W''') Pb IftII b. flJ\. ~ J.) \\\J.,Rt: Si>\..C> ~ }}M~ '" T A Ll.C.-rlbtJ J D11.3D 7. f O~~ -r1\1A.Q,~ A-.MO ~60. 01> OLs;(L6So\ltt-e N~ }NCLu...OaD ,- L.n=e, JNS(.~-'ll$\Jt.f OA; Dec.1S' De?Jr !5.037. *D W \ f f. \u t\s gef\l~ P1C"\~" 50 tJ\b"~S W,,.rr-!i FST'ATr TOTAL (Also enter on line 5, Recapitulation) $""'! \.t~ · cr ~ (If more space is needed, insert additional sheets of the same size) . .. REV-J511 EX+ (12-99) " ..J>z.~"~ ~.~~.$\..N:<;' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF J bt\l0 Ii ~J..k ~rV FILE NUMBER ~l~o'" - bC\3"( ITEM NUMBER A. Debts of decedent must be reported on Schedule I. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: ~ ~~S J-\f\~~\<j\-\ - fl.\,tve 9-~L, \-tb"'-€ 331-.b .00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 2. 3. 4. Name 01 Personal Representative(s) l } 6-H.~ :;. A L1-"- tV Social Security Number(s)IEIN Number of Personal Representative(s) J h 7 - i.tt>-o:;)..5t<i" ~R t.ll\.l ~ ,J tJ A tIlf State-&ziP 17'b1$ 773\.)1.1 .fLf\\ .'\\.\ Year(s) Commission Paid: Attorney Fees t's address is not the same as claimant's, attach explanation) Claimant {lJ ~ ttJ to Street Address City State ~ Zip Relationship of Claimant to Decedent 6. 5. Accountant's Fees Probate Fees :)5a.t'D~ 7. cr. ct, 10. /l. It- ~ Tax Return Preparer's Fees .... c. \)...M,. ~ ~ Q. \.,.l\.J\) [} C t>. iLtJ-c\A LAbJ j''A.P-N "-L - A 0 V \ ts T . .s E NT IN€. l- - AOII. E J T . rl~E. LNVcN10ftl!> - f{~~l'rt" Of IN}\.\..> FlI...e Jt.I'....~~ff~N(.~ {lC1Il'lV J I i-n_C I="1.Q..t;,,7' '# F/lvAI- Ac..c..O~III, jf \l \. &'-II..Co Rec.'e\Pt' .J- Rs l-~)~ MN- Vi> t I ~ - IV l>Tt\ {l. \I 'I 15,bO qj. (}l+ 10'uO /'0 I DO / lb. on 15. () () <1.4il ( I I, I' TOTAL (Also enter on line 9, Recapitulation) $ CftVTJ NIA. ~O (If more space is needed. insert additional sheets of the same size) S11\ EOtLlE. H c t"HjTltV\.:)o..~ D ~S7t\TE Of JQui\J H. A ~i-~tj 3'1. CQ~U~L.A;lVO Cl)~NT., -rAX. CilrA.I/l-\ 8f..lR'I\L-l 1./0. P~DOl()~N'" hATII>N90-.\... BAN~ - ONCA.60l-r G\RC ti I . W 1\ L ""~'tt:"C C It~ rr Cil A.O - 0 /IJ ~U OlA..lJ-r J.t2, J~h~'ove~ CI\P-D . In.) ~cc.bl.\.N r J..1J. UeR\:z.ON n:l.e~6~f. Ell..l.. tth. p~ v:\~BR1CAN W"TE-R.. ;; ft.b. '~~t\S.'t1e:~ a6'A~^"G ftb\l'6 - ~owl\,fr 1t~. Pt-\'Bl~HeI2S (j..IiR-\ltlb Jt~\A.~ e 4 ( 47. j(6Aoe~s p\ 6e;~ ) \ \ \t'l, Kt:: 1\0 ~~s DJ 6G6'- J' 41. S~AP.5 R(),~'4CW. {D. - P ~. 1-l F\t^tociJ 1iw"'~tt If' ~e~~p." A (.((HO (J.l P1 5/.. P'/hJt\uE H &1\ LT Ii - /tUblVVI E?. P\SCOLlr.P-. CA~o- ON ItQ.O,^-l\J\ 53. PftO\l \OeN 7 IJATIOt.)f\\... gF\fI}l<. - o~ (ftGDlT tARD h"l.t, Cf\P/7b L. <> ~ f.. - 6,J AC{;()I.~..{IJ-r 5?~ NC.O FIAl ~wc.\",\... 5-jsref'/6 ...7t. OR..~, A. GENGln't61<..- O~^,ilsr frCvo'IA-rvT 57. P~T fl-Lc.t<.. G" f r/)P-O - HOIJ.5f. J n>u(2~f\)cE 3~. ATro~t\lI=~ M"tt~ J. tA~~EI\J -fA\jM:Y .vJf}.\:7fIi.~MhftT6A'6 !7C{. ~-e.cr>p.t)\iji:~ c>p Pepo.>- bA.iISf.':) ~4JO MMirbA68 ~l-Q?--696~ '3;t7.~7 15~. dO 'E',DD J73.az> I ~.\O a. J 1I,,'il a<6l~ ~.4r ""o,q~ ILf.hl ~~'11 rf" /911 AD IC\Od1 I t)lJ. D C J~oo Q.OO. DO 'DJI CY5 75: D l) gl~. 6b 7D..9ff,~ 7 141DD ---;7 161 A '- HI> .'P'" ql ~ F,lE~-1~13 EX+ (9~OO)_ :. It-. '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER .jC>\t~ L. \..~ ^-J NUMBER I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] ~ >A..\...,e. t\.. ~l..L;~N . '31t3 ltetlMu Avt! ~eF\J. ~~ l.~M1)~.ve ,~~ l7C>l.1 ~ ~ u. () l ~ f1 c ^ L.c..e Y\J dO\C\ Mul'\' Cr I } J ^,\\\-\'OtJ l W6S, U\~~U\llf'.., '~5~ \ A b \-\t.) s: f\~. tV l\.t l. N6. A P.\..lN~\ oAl P~, Jt~~ i--\SBI1.~(, ~~ .... 1'1,()q 9ocI\J 1. DAU#\'\1g1t- OA..~ wr t!A.. ~. J. T AMOUNT OR SHARE OF ESTATE J J 3 }/3 ~l3 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 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART Il- 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) Inventory f the real and personal estate of John H. Allen deceased Tools " . ,... . 190 00 200 00 104 50 3500 00 178 12 1071 30 2300 00 134,000 00 345 '55 15,037 40 Cash Bed and television set Furniture Waypoint Bank checking account Furniture sold by Haar at auction Ilf\'l.-Ford Taurus Auto House and lot known as 5264 Terrace Rd., Deed Book 25-P, page 30. 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'...up '"uop.:t.p JO o,.p .... JO U .n,u .I!., ','! .u.....d... A..OfUOAul 'If' JO WOf! ,,:t.. "I.odlfo ....n6!J .". f.", pu. '.!uu,Asuuod JO ""UMUOWWOO 'lff 'P!'.no ...... ,.." .d.::>>.. ....... I.... pu. A.....CfoJd I,uou.d ''1f II. JO 6UH'!IUO:t 'fuep.:t.p P!.' JO ".f" '''Hu, .... '0 .J:O=lE.J:=lSlUlwPV P!.' '"f ' - - uaTTV "S uqor Aq 'p.w A..O,UOAU! u. 'J U!lfffM '"f ,It"f pUt P'IIt8:t.p ".d 'A.unoO pult,"'qwnO' . -----'---"..-"-.~1I'1"crr<T~a1:!H JO ..., uanv . H uqo r 10 ""13 '~f 10 ,.", P T, c:nmlpy 8'1 '.'1' sAtl pUt '810d,p 'M., o. 6u!p"0,,t 601L1 va '~.J:nqsl.J:.J:EH "aAv UO=l~U1T~V "N 9V1 . . ~I ~ --;;;1P'f <.."- Ok =..6.l '7 C-' ......0 JO 'fl'O '" I /'Yr'tl . //' -'C1v- y r 1 ~ /l / :n { ONY1l1nt'tn:) :10 J.1NnO~ VINV^1ASNN~d :10 Hl1V1MNOt'tWO:) u.J:OM.S Ar"p 6u!'q ,,-. '.W '''OJ'q p8q!J:tlqnl pu. uaTnr "S uqor ~/?-/3-~ BUREAU OF ~dfDIVID~AL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 CO MONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRA SEMENT, ALLOWANCE OR DISALLOWANCE OF EDUCT IONS AND ASSESSMENT OF TAX ROBERT E MYERS 100 YORK RD NEW CUMBERLAND i.'. i DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 07-29-2002 ALLEN 09-27-2001 21 01-0938 CUMBERLAND 101 '* REY-1547 EX AFP (01-021 JOHN H PA 17>,070 Amount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=is4j-Ex--AFP--foY=o2Y-NoTlcE--oF-Yti EififAifcE-YA';C-jrPPRA-isEMENT:--ALi-oWAifcE-i,-R'------------ - - --- DISALLOWANCE F DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ALLEN JOHN H FILE NO. 21 01-0938 ACN 101 DATE 07-29-2002 TAX RETURN WAS: ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTERE T - 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 Intere t (Schedule C) 4. Mortgages/Notes Receivable (Schedule ) 5. Cash/Bank Deposits/Misc. Personal Pro erty (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Exp nses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Sch dule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; on-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax If an assessment was issued Jreviously, lines 14, 15 and/or 1&, 17, 18 and reflect figures that include the total of abh returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/C ass A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collater l/Class B rate (18) 19. Principal Tax Due TAX CREDITS: (9) llO) NOTE: .. IIU;;" I DATE 05-17-2002 l+J INTER ST/PEN PAID (-) .00 ,,"'.."'..., NUMBER CDOO1l91 INTEREST IS CHARGED THROUGH 08-13-20[2 AT THE RATES APPLICABLE AS OUTLINED [N THE REVERSE SIDE OF THIS FORM ll) (2) (3) (4) (5) (6) (7) 134.345.55 .00 .00 .00 7.543.92 .00 .00 109,005.59 .00 (11) ll2) ll3) (14) .00 32,884.88 .00 .00 X 00 = X 045 = X 12 = X 15 = AMOUNT PAID 1,416.09 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. (8) ll9)= NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 141.889.47 109.005 59 32,884.88 .00 32,884.88 19 will .00 1,479.78 .00 .00 1,479.78 1,416.09 63.69 .49 64.18 ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140), PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (57-) discount of the tax paid is allowed. PENALTY: The 157- tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (67-) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are: Vear Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 207- .000548 1992 97- .000247 1983 167- .000438 1993-1994 n .000192 1984 117- .000301 1995-1998 97- .000247 1985 137- .000356 1999 n .000192 1986 107- .000274 2000 87- .000219 1987 97- .000247 2001 97- .000247 1988-1991 117- .000301 2002 67- .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. .. . I REV-1470 EX (6-88) I '* I~HERIT ANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENrS NAME i FILE NUMBER John HAllen 2101-0938 REVIEWED BY ACN Deborah Washington 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES H Accepted additional expejsefChanges. I i I I I I I I I ROW Page 1 /?-/..;J-? \.. I - BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REV-U07 EX AFP (01-02) PA 17070 DATE ESTATE OF DATE OF DEATH FILE NUMBER :COUNTY ..' ACN 08-26-2002 ALLEN 09-27-2001 21 01-0938 CUMBERLAND 101 JOHN H ROBERT E MYERS 100 YORK RD NEW CUMBERLAND 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 aC1ount, submit the upper portion of this form with your tax paYllent. ~i-~=i~~-~~Eyl!~~p-':f~{-:02T-~--.j(~-~f~~~~i~*~~E~f~~I_~~A~i~E~f~~F~~~-~6~~-f--~--------------------- ESTATE OF ALLEN JOHN FILE NO. 21 01-0938 ACN 101 DATE 08-26-2002 THIS STATE"ENT IS PROVIDED TO ADVISE OF THE C RRENT STATUS OF THE STATED ACN IN THE NA"ED ESTATE. SHOWN BELOW IS A SU""ARY OF THE PRINCIPAL TAX DUE, APPLIC TION OF ALL PAY"ENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD AD USTMENT: 07-29-2002 P R I NC I PAL TAX DUE: ..........................................................................................1............................................................................................................................... I I 1,479.78 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT D SCOUNT (+) AMOUNT PAID DATE NUMBER INTERE ST/PEN PAID (-) 05-17-2002 CDOO1191 .00 1,416.09 07-11-2002 CDOO1398 .15- 66.48 I I I , I I : TOTAL TAX CREDIT 1,482.42 BALANCE OF TAX DUE 2.64CR INTEREST AND PEN. .00 If IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 2.64CR SIDE FOR CALCULATION OF ADDITIONAL INTERE,T. ( IF TOTAL DUE IS LESS THAN $1, I NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR), YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. ) PAYMENT: Detach the top portion of this Notice and submit with your pay.ent .ade payable to the name and address printed on the reverse side. If RESIDENT DECEDENT make check or .oney order payable to: REGISTER OF WILLS, AGENT. If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-13l3l. Applications are available at the Dffice of the Register of Wills, any of the 23 Revenue District Offices or from the Department's 24-hour answering service for for.s ordering: 1-800-362-2050; services for taxpayers with special hearing and I or speaking needs: 1-800-447-3020 (TT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are: Year Interest Rate DailY Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1992 9% .000247 1983 16% .000438 1993-1994 7% .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 7% .000192 1986 10% .000274 2000 8% .000219 1987 9% .000247 2001 9% .000247 1988-1991 11% .000301 2002 6% .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. FIRST AND FtNAL ACCOUNT OF JOHN S. ALLEN ADMINISTRATOR OF THE ESTATE OF JOHN H. ALLEN DECEASEQ, LATE OF HAMPDEN TOWNSHIP CUMBERt.AND COUNTY, PENNSYLVANIA DATE OF DEATH: September 27, 2001 , I I i I OF ADMINISTRATION: 11, 2001 LETTERS TESTAMENTARY ADVERTISED: Cumberland Law Journal November 9, 16, 23, 2001 LETTERS October The Evening Sentinel October 18, 25 & November 1, 2001 INVENTORIES FIL~D State: May 17, 2002 Local: July ,2002 ATTORNEY FOR ESTATE: Robert E. Myers, Esquire 100 York Road New Cumberland, PA 17070 (717)774-3163 ESTATE NO.: 21-01-0938 PRINCIPAL ACCOUNT RECEIVED - PERSONALTY Accountant charges hims~lf with the following principal amounts received: Waypoint Bank - checking account $ 178.12 Bed and television set 200.00 Cash 190.00 Furniture 104.50 Tools 3500.00 I Furniture sold by Haar auction I I 1071. 30 1 Ford Taurus Automobile Life insurance on decedent - wife beneficiary but predeceased Transferred from Realty for accounting purposes TOTAL DISBURSEMENT ACCOUNT - PERSONALTY 2300.00 15,037.40 11,068.09 $33,649.41 Accountant claims credit for the following amounts paid: Myers Harnish Funeral Hpme I I Personal representati vel commission Attorney fees Probate fees Sentinel Newspaper, adv~rtise estate Cumberland law journal,! advertise estate I Register of Wills, filel tax return I I , Register of Wills, reselrve for filing account Register of wills, file! inventory I I Register of Wills, filel release I , Citibank Acct. ~o. 5424~1804-3256-728 I , Citibank Acct. No. 5424t1801-7205-0665 Capital One Acct. No. 5291152043085 170 , I Provident Nat. Bk, Visa! card 4559-5410-0103-8686 2 $ 3,320.00 7,731.34 5,491.94 254.00 97.04 75.00 15.00 116.00 10.00 15.00 1626.66 2634.40 2900.73 618.68 Walmart - Mastercard Discover card Acct. No. 6011002620586925 Carlisle Regional Medical Center P.O. Box charge Harvey Murray-abstractor-research on easement Lowe's account 721.38 1472.09 2167.87 16.00 25.00 160.86 36.69 11.97 6.86 1482.57 158.00 98.00 173.00 122.10 28.45 23.45 20.96 74.61 208.88 190.17 100.00 150.00 171. 04 ATT Blue Mountain water acoount Dr. John Snoke - account Register of wills - inheritance tax providian Credit Card Walmart Credit Card Discover Card Verizon - telephone Publishers Clearing house Publishers Clearinghouse Readers Digest Readers Digest Sears Roebuck Co. pinnacle Health Discover Card providian credit card W. Chase 3 1- Capitol One NCD Financial Systems Center Dr. J. Gensbigler - de~tist I Dr. Hartzel - account ~ eyes Mary Ver Hage, notary TOTAL $ PRINCIP~L ACCOUNT RECEIVED - REALTY House and lot known as :5264 Terrace Road, Hampden Township, Cumberland County, PA Deed Book 25-P, Page 30, Cumberland County Recorder of, Deeds Office , i Refund of property taxes IOTAL I DISBURSEMENT ACCOUNT - REALTY 1 Help U Sell Real Estatel I Recorder of Deeds - Transfer tax Express mail payoff 2002 Twp/County propertt taxes Pa. American Water I One-half cost of replacing part of roof I Pa. American Water Hampden Twp. sewer/trash Lawn service, snow removal 4 200.00 601.05 75.00 239.62 8.00 33,649.41 $134,000.00 345.55 $134,345.55 2950.00 1340.00 10.00 316.39 76.99 1325.00 11.72 225.87 70.00 Cumberland County Tax Claim Bureau 327.67 American Home Shield 385.00 I Recorder of Deeds, sat~sfy mortgage 14.00 Reserve for unpaid tax~s-unused portion to be distributed I equally 450.00 Pa. American Water 21.68 P.E. Clifford - homeowner's insurance 252.50 Atty James Bach - file answer to complaint 300.00 Wells Fargo Mortgage Co. - Mortgage payoff 68,035.22 PP&L Electric 317.21 PP&L Electric 50.22 Hampden Twp. Sewer 198.00 Transferred to Personaly Account for accounting purposes 11,068.09 TOTAL 87,745.56 RECAPITULATION Principal Account Received - Personalty 33,648.41 Principal Disbursements - Personalty 33,648.41 0.00 Principal ACCOUIlt Received - Realty 134,345.55 Principal Disbursements - Realty 87,745.56 TOTAL $46,599.99 BALANCE FOR DISTRIBUTION $46,599.99 5 Balance for distributiop is made up as follows: 1972 Taurus-advanc~d to Julie M. Allen $2300.00 Cash advanced to J~lie M. Allen 168.00 I Allen Cash adval'ced to J~hn s. 2521.69 Cash in bank 41,610.30 PROPOSED SCHEDULE OF DISTRIBUTION Julie M. Allen 1972 Ford Taurus automobile cash advanced cash to be distributed Judie A. Allen John S. Allen Cash advanced Charles J. DeHart, III, Trustee in Bankruptcy for John S. Allen Under Chapter 13, Case No. 1-02-01116 Cash to be distributed 6 $2300.00 168.00 12,765.33 $2521.69 6083.33 6628.31 $46,599.99 $15,533.33 15,533.33 15,533.33 THE BASIS FOR DISTRIBUTION Decedent died September 27, 2001, intestate, leaving to survive him as his sole heirs three children, namely Julie M. Allen, Judie A. Allen and John S. Allen. The said John S. Allen filed a petition in bankruptcy under Chapter 13 and Charles J. DeHart, III, was appointed Trustee and John S. Allen as to his one- third share claims an exemption of $9150.00 which goes to him and the residue above this amount goes to the Trustee in Bankruptcy. Respectfully submitted: 7 COMMONWEALTH OF PENNSYLVANIA COUNTY OF ~~ SS John S. Allen, being duly sworn according to law, did depose and say that he is the Administrator of the Estate of John H. Allen, deceased, that he is the Accountant in the foregoing First and Final Account, that the foregoing Account is true and complete as to all items of credit and debit; that no party has given notice of any claim that has not been paid; that the facts set forth in the foregoing Account and in this Affidavit are true and correct to his knowledge, information and belief. Sworn to and subscribed b~. orr~~~~~ this lot a day of ~ , 2002. ~ .L&4P~A>' ~~X' Notary Pu lic u- MARY D~~l~~lAL SEAL Fairview Twp G~ Notary PUblic I My Commission iXPire~rkM Co7unty ay ,2006 8 . . . .. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE BUREAU OF FINANCIAL OPERATIONS ESTATE RECOVERY PROGRAM PO BOX 6486 HARRISBURG. PA 17105-8486 October 30, 2001 ROBERT E MYERS ESQUIRE 100 YORK ROAD NEW CUMBERLAND PA 17070 Re: JOHN ALLEN SSN: 201-16-3189 Dear Attorney Myers: Pursuant to your letter dated October 12, 2001, the Department of Public Welfare (DPW) , Estate Recovery Program, has reviewed the information you provided regarding the above-referenced individual. It has been determined that this individual did not receive any type of assistance during the questioned period. Therefore, according to the information you provided, the Department's Estate Recovery Program will not seek any recovery from this estate. If you have any questions, please feel free to contact me. Sincerely, ~.~ Ronald D. Hill, Manager TPL - Casualty Unit (717)772-6604 (717)772-6553 FAX e'( I-l \~lT A -:::;~:~.-.3 PROOF OF-PUBLICATION State of Pennsylvania, County of Cumberland. Lori Saylor, Classified Advertising Manager of THE SENTINEL, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following dates, viz Copy of Notice of Publication. ADMINISTRATOR'S NOTICE Letters of Administration on the Estate of JOHN H. ALLEN, late of East Pennsboro Township, Cumberland county, Pennsylvania, deceased, have been granted to the undersigned. All per- sons knowing themselves to be indebted to said Estate will m~ke payment immediately, and those having claims will present them for set- tlement to: Administrator: John S. Allen. 60 Allen Drive, Shermans Dale, PA 17090. Attorney: Robert E. Myers, 100 York Road, New Cumberland, PA 17070 October 18, 25 and November 1, 2001 Affiant further deposes that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of publication are true. ~~e~ November 7, 2001 Sworn to and subscribed before me this day of November , 2001. ~idLi Q. C})U/!/U-(,/Yj Notary Public 7th My commission expires: NOTARIAL SEAL SHIRLEY O. DURNIN, Notary Public Carlisle Bora., Cumberland County M Commission Expires Au . 9, 2003 12:. 'f.. rt\ ~ r:r B. PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16,1929), P. L.1784 STATE OF PENNSYLVANIA : ss. COUNTY OF CUMBERLAND : Roger M. Morgenthal, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues ofthe said Cumberland Law Journal on the following dates, V1Z: NOVEMBER 9, 16,23,2001 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. RO~ Allen. John H., dec'd. Late of Hampden Township. Administrator: John S. Allen, 60 Allen Drive. Shermansda1e, PA 17090. Attorney: Robert E. Myers, Es- quire, 100 York Road, New Cumberland. PA 17070. SWORN TO AND SUBSCRIBED before me this 23 day of NOVEMBER 2001 NOTA'{IAL SEAL LOIS E. SNYDeR, (\Jutlry Public Carlisia .60"0, ~tli;.;iJ,,",!~~nd ~~Uilty ~ My Comt"fiDmIon t;!t~~~.~t a~U.u~n eJ~ 2005 Jf", K ~( SrT c.:: r c--FD ~ _..:) tJ' \. ~ .. co ~ ~ ::) '1"' ~-' '-IV 1:KP' _~ ;i':. \.J " ''',,' ',', ',f !, ,,' I .'7 '" ,.., I , .: c' '0/ I "' ,', .,. I'" ) :0 ,'/...' rI,' c", / f; ~:. ':::. \ ) \ I," , !~ -j ".:: ~~~ i '::~ (~' 'J:: r?":;; '" '" ., g ~~.~~.~ I> . o.~g tali r] H ZOOH c....,"1:l Z o:::oe::z OH . 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J .::>~ '-> ~ .- .- - - - - .,- ..- - - :::= .- - - - .- ..- "':1 ('.1 f') !',) " " !',) .:..1 () ".. .,,,, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT MYERS ROBERT E 100 OLD YORK ROAD NEW CUMBERLAND, PA 17070 ______n fold ESTATE INFORMATION: SSN: 201-16-3189 FILE NUMBER: 2101-0938 DECEDENT NAME: ALLEN JOHN H DATE OF PAYMENT: 07/12/2002 POSTMARK DATE: 07/11/2002 COUNTY: CUMBERLAND DATE OF DEATH: 09/27/2001 NO. CD 001398 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $66.48 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: ROBERT E MYERS ESQUIRE CHECK#177 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $66.48 MARY C. LEWIS REGISTER OF WILLS v' 0/- 9.36 RECEIPT AND RELEASE I, Julie M. Allen, of 343 Herman Avenue, Rear Apt., Lemoyne, pennsylvania 17043, intending to be legally bound hereby, do hereby declare, stipulate and agree that I am one of the I-t, beneficiaries of Johnp. Allen, deceased, late of Hampden Township, (~ Cumberland County, Pennsylvania, that I have received from John~ Allen, Administrator, $15,333.33 received in the following manner: 1992 Ford Taurus, $2300.00, cash advanced $168.00, cash herewith $12,765.83, which I accept in full satisfaction of the intestate share made to me and all claims which I have against the said Estate and do hereby release the said John f;: Allen, Administrator, of and from any and all claims I may have against the said Estate .5', and John Y Allen, Administrator. IN WITNESS WHEREOF, I hereunto set my hand and seal this /. /+-h d f _ (Q ay 0 d 4*JV ~f\ It) , 200}. ~ ( :rvlj/CAJ/ ~YJ1,~ GI Julie M. Allen (SEAL) RECEIPT AND RELEASE I, John S. Allen, of 146 N. Arlington Avenue, Harrisburg, PA 17109, intending to be legally bound hereby, do hereby declare, stipulate and agree that I am one of the beneficiaries of John ti Allen, deceased, late of Hampden Township, Cumberland County, pennsylvania, that I have recei ved from John .$. Allen, Administrator, ~15,333.33 received in the following manner: Cash advanced, $2521.69; payment to Charles J. De Hart, III, Trustee in bankruptcy for John S. Allen, $6083.33; cash herewith $6628.31, which I accept in full satisfaction of the intestate share made to me and all claims which I have against the said Estate and do hereby release the said John S. Allen, Administrator, of and from any and all claims I may have against the said Estate and John H. Allen, Adminis1~ rator. IN WITNESS WHEREOF, I hereunto set my hand and seal this 6TI/ day o{- c-"5C/T~If~ -' , 2002. I witness: ~ ~i/-~~ John . llen (SEAL) Sep 30 02 04:28p --------------~~~~---- p.2 09/30/02 MO~ 14:37 FAX ------ ----------------------------------~----------------- RECEIPT A!1D RELEASE I, Judie A. Allen, of 2099 Mona Ct., Milton, West virginia 85541, intending to be legally bound ~ereby, do hereby declare, stipulate and agree that I am one of the beneficiaries of John S. Allen, deceased, late of Hampden Township, Cumberland County, pennsylvania, that r have received from John H. Allen, Administrator, $15,333.33 received in the following manner: Cash advanced, $300.00; Cash herewith - $15,033.33, which I accept in full satisfaction of the intestate share made to me and all claims which I have against the said Estate and do hereby release the said John H. Allen, Administrator, of and from any and all claims I may have against the said Estate and John H. Allen, Administrator. IN WITNESS WHEREOF, I hereunto se-" my hand and seal this ~ 50 day of ~~-klNlL,.a- , :W02. Witness: St>>Jdj .g;..lI': ~ ~ ~ - OLf.q... , ole A. Al en (SEAL) . ~-, ~ Name of Decedent: STATUS REPORT UNDER RULE 6.12 JOftN U LL.. S ,; '1..,.1-61 Date of Death: Will No.: Admin. No.: JJ ~ 01- ","'7) Pursuant to Rule 6.12 ofthe 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 0 2. lfthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. lithe answer to No.1 is Yes, state the following: a. Did the Rersonal representative file a final account with the Court? Yes R' No 0 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 0 No ~ c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the. Orphans' Court and may be attached to this report. Date:M.1J~ ~ Signature U ---100 Y6(..1f,. BRA)}t New c;.~~ fl.. Address ' 1() 7() ]t7 -17'11-16; Telephone No. Capacity: 0 Personal Representative 5a Counsel for personal representative .-~, .. RECEIPT AND RELEASE I, Julie M. Allen, of 343 Herman Avenue, Rear Apt., Lemoyne, Pennsylvania 17043, intending to be legally bound hereby, do hereby declare, stipulate and agree that I am one of the ff-. beneficiaries of John~. Allen, deceased, late of Hampden Township, ~. Cumberland County, Pennsylvania, that I have received from John~ Allen, Administrator, $15,333.33 received in the following manner: 1992 Ford Taurus, $2300.00, cash advanced $168.00, cash herewith $12,765.83, which I accept in full satisfaction of the intestate share made to me and all claims which I have against the said Estate and do hereby release the said JOhn~: Allen, Administrator, of and from any and all claims I may have against the said Estate .5', and John y. Allen, Administrator. IN WITNESS WHEREOF, I hereunto set my hand and seal this / ,-rA day of wlTn~ss : DULI~_~ d tV0\.{A\~j , 20q;. ~'17!.~ Julie M. Allen (SEAL)