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Home My WebLink About02-0949 Estate of Catherine M. Jiuffre also known as PETITION FOR PROBATE and GRANT OF LETTERS ;)./-0 J. -If Jj q No. To: Register of Wills for the Deceased. County of C'l1mh..r1 "nd in the Social Security No. 1 81 - 4 2 - 9 2 4 2 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execurix in the last will of the above decedent, dated Auqust 22 and codicil(s) dated N / A named ,19~ (state relevant circnmstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland h er last family or principal residence at 2016 Columbia Camp Hill County, Pennsylvania, with Avenue, (list street. number and muncipaJity) Decendent, then 81 years of age, died Jul y 1 8 fCll9x 200 f'. at Holy Spirit Hospital . Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: 2016 Columbia Avenue, C"mp Hi 11. $ :')1 CL.0 $ $ $ \:J" 'iDD Pennsylv"ni" 17011 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant ofletters teRt"ment:"ry (testamentary; administration c.La.; administration d.b.n.c.t.a.) theron. ~ I . ~3 .- '"~ ,,0 t::"O c<j";::: 3~ .~ ~o Oi ;, en Jc:,A~~E. j. ~"'\...t.'i Joanne J. Baum 390 Crooked Hill Road Hummelstown. PA 17036 ~~::-:,_~ ~J,~~^_ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1- ss COUNTY OF ClIMBERT,AND J The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and before me this 23 rd October c~-: ~~ ~ ::s~ ~"~,>^, "" ... " .. ;;; ~ ~ Donna Yl?egister /7-0/ _ 1/ N 21-2002-0949 o. Estate of Catherine M. Jiuffre , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW October 23rd MIx 20Qmconsiderationofthepetitionon the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated Aug""t /./.nd. 1 qq4 described th~rein be admitted to probate and filed of record as the last will of CRt:hprinp M .1il1ffriP and Letters Testamentary are hereby granted to Joanne J. Maley. nka Joanne J. Baum FEES Probate, Letters, Etc. ......... $ 235.00 Short Certificates( 5) . . .. . .. . .. $ 15.00 Renunciation ................ $ x-Pages (2) $ 6.00 JCP TOTAL_$ 5.00 Filed .Octo.be.r. 23:cd... 200.2. .$2.61- 00 Itt~A JJJ f)/lA-'W~~i~#<- Register of Wills Don~tto, ls.tc ~ Deputy Cara A. Boyanowski #68736 ATIORNEY (Sup. Ct. J.D. No.) 1029 Scenery Drive, Hbg., PA 17109 ADDRESS 717-657-4795 PHONE ,-'J MAILED LETTERS TO ATTORNEY ON 10-23-02 HI05.805 REV 9186 This is to certify that the information he,e given is cotrecdy 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 permanem filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 No. 1//1'/'''''''''''"''"'''' "",:. ,~," Of Pr;;-.... ,.,~....~ ,,,,.< \\\~"--'" ''J''.-"':. ~.;s .. - ., ,_ . :.t:. $~"" "~\ f~ -=-~'J'I,"" ,- '\?~ ~c:::>> .,- .., ,':oiiell 1<->.. ...,~.ti... !~l '*~. ,.... -"*,' - A . =:J ' \~ ,--~---'. ~l ....~ -' ~\\\ < ">9. ",,,-'r.,' -...- '.!fEN, ~\ "..", ........"..""'''''"111J1111 ah/-vo /?(! ~~t.' - Local Registrar ~ r P 8462603 JUL 22 2002 Date ;43A.~, 2187 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH AGE (LaaIBwtndavl UNOER 1 YEAR .... "'" Catherine M. Jiuffre UNOERIOIft OATEOFSlATH ~ 1 M~ 1~;7-;~--1 .. CITY. 8OAO. T'WP OF DEATH '" SWEFU'rtJM8ER SOCIAL SECURITY NUMBeR ,. 181 - 42 9242 "J{r:> NAME OF DECEDENT lhSl, UoddI8. LallI .. 2. Female BlATHPLACE,C"Y_ S.aleOlfCl8l<jnC"",,,,yj Pl..ACi:OFOEATHlCt>ecloOf'ly.".. ,""'SI,,,,,t.oo>s,,,,UIt>eo_l HOSPITAL: Inpal_)&r e~O 0CI40 ~IO 81 v,.. COUNTY Of DEAlH CurriJerland DECEDENT'S USUAl OCCUPJQ1ON ~~':~~~:f It.. Secretary ll~ State G:>Vt. DECEDENrS IUolUNG AODAESB(SI<M1.~,~. Z-opCode! DECEDENT'S 2016 Colunbia Ave. ~~"\ce Canp Hill, PA 17011 :;:-.:::::::.~ ,. FRHER'SNAME(Fifll, U.adIe, Laall _. E. PE*.nnsOOro .... KIND OF 8USlHESS/lNOUSTRY MAAllil.L SYRUS. Man.... ~hIen.....Wldowed. ~(Spec:IlyJ SURVIVING SPOUSE ,1",\1108"'-_ .. 17..bt1 Ponncylu;::m; ;'I .. -- .... -..nip? 1701.6a :':"~=ot MOTHER'S NAME (fo.. Iokldlol. ~_s..-1'IaI1III1 I1C.O....decedItIlliYeOin lWp-: n.. - ... INFORMANT'S NAME (T ypelP.-inQ HerbE>.rt Miller METHOOOFDlSPOSITION s...ieIii: CIemabonD OIher(SpeciyI Pl..ACEOFDlSPO$lTION.N.....oICeone1ety.C,~ """"'- Holy Cross cemeteJ:Y 21c. ... INFQRMANT'SMAlUNQ AOOAESS~.., Cifyfbom. ~.lipCc.J.J 390 Crooked Hill Road, Humrelstown, PA 17036 LOCAT1OH.C~$taIe.~c- Harrisburg, PA 17111 21d. Edith Snellman J Baum ~. Tel bMlolmy~~._m<ICCurredlllu,._.__place...t... (SooneII.o-.andToIIel l!CEHSENUMBEA 012755-L NAME A,ND ADDRESS OF FACIlITY :z:lmTers-Hamer FH, LICENSE NUMBEA 1903 Mkt St. CH, PA 17011 OAfESlGHlED .O'V"....1 23lI. Uc. """5 CASE REFERREO 10 MEDICAL EXAtdlHERlCORONER7 ...0 ...~ ... ,1qIto"",- , inIerYal,*,,- :~lInddlNlh l2r-/ PART": OI'*aignilIeant~tan(IibuI...lOclNItI.buf lIOt~inlNlIfIIilIrtWin;_{llMlninPAATI. I: 'MORE AUTOPSY FlNOlNGS N.lIUlABt.lEPAIOA10 COIolPteTlON OF CAUSE ""OEM'" "" _~I ~frl1.h't)....-- -1: c.?.DM TO((lAASA, au, "" MANNER OF DEATH OAiI"E OF INJURV (MonIl'l.O..,. \'Nfl TIl.tEOFlN.tURY lkAJRV lid WOflK7 oeSCRI8E HOW INJUIlY OCC\.lRAEO. ...0 ...rn ...0 ...0 ..... -- ""'" o o -- P-...gI~"Of'l o o o Pl-ACE OF IkJURV. A.l home, la'm.III".... leo:loty. oflIcIr ~. 1Nilding.1lC,ISpecM ... _ q~) NoD CouIdllOltJed...ennlf\8d LOCAT\ON(SIfMl.C~.Slalej 2IiI. 2M. ceuIFIER,C_OIV'r<>ne1 .CERTIFY1NGPHV$lClAN(Physocoancllt1ilyono;l<:aoJSIIa!_ ""<II' ~Ol"'" pll~SIC,an"as"ronoo..nce<l ole;lIn an(Jc<>mple\l:<1lt.....2JI T01hllbntol"'Y~_ledge.de.ItlGCCUfNCIduetothec_(~andman...r"'''led.. .....,.. ....... ". L.- "PAONOUNCING ANO CUlTII'YIHO PHYSICiAN (Pn~""'"", tIoIh ",fYlOuf""1IQ <.Ie<llh and CIlf1~I"f\<,IIO C8liS1l cI ae.all'l\ To_bntofmy~no~,dIo"IhOCC""'H"IIheIlmli,<l.te.andpler:....-<l<l"'IOlheeOl"M(.t..ndm._r...ta_ OMEDfCA1. EXAMINER/CORONER On lhe batll of ..8II'lln.tlon &nd/or ;nll.&lIg&lion, in my OPInion, d..lh occu....d &Ilhe II...., d&l., ..nd plac.. and due 10 th. C.UH(.) .nd _n.......I.ted ...................... JI... REGISTAAll;~NAtUReAN~~BER <--"" U4rAv (' <P~~'7fl- SAIDIS, GUIDO, SHUFF & MASLAND 2109 Market Street Camp Hill, PA 21-2002-0949 LAST WILL AND TESTAMENT OF CATHERINE M. JIUFFRE I, CATHERINE M. JIUFFRE of the Borough of Camp Hill, Cumber- land County, Pennsylvania, declare this to be my Last will and Testament, hereby revoking any will previously made by me. I - I direct the payment of all my just debts and funeral expenses out of my estate as soon as may be practical after my death. II - I devise and bequeath all of my estate of what- ever nature and wherever situate unto my daughter, Joanne J. Maley. III - I appoint my daughter, Joanne J. Maley, guardian of the person of my son, Leonard J. Jiuffre. IV - Even though I have made no devise or bequest to my son, Leonard J. Jiuffre, I appoint my daughter, Joanne J. Maley, guardian of any property which might pass from sources other than my will to my son, Leonard J. Jiuffre, and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so. Such guardian shall have the power to use principal as wella s income from time to time for my son's support or to make payment for those purposes without further responsibility to my son or to any person taking care of my son. <!.~ ~ Page I SAIDIS, GUIDO, SHUFF & MASLAND 2109 Market Street Camp Hill, PA v - I appoint my daughter, Joanne J. Maley, Executrix of this, my Last will and Testament. My personal representative shall not be required to post bond in this or any jurisdiction. IN WITNESS WHEREOF, -4 this, the :;. :J. - day I have hereunto set my hand and seal on ~~ of , 1994. ~),.,. ~ (SEAL) Catherine M. i re Signed, sealed, published and declared by CATHERINE M. JIUFFRE, Testatrix therein named, on this and one (1) other sheet of paper as and for her Last will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ~J /(.i t' f' r/?~ , Address ' ~l A-IN Pt>. Address Page 2 v CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Catherine M. Jiuffre Date of Dealh: July 18, 2002 Will No. 2002-00949 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 November 13, 2002 Name Address Joanne J. Baum 390 Crooked HilI Road, Hummelstown, Pennsylvania 17036 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: It-j \ - 0)-, ara A. Boyan ski, Attorney No. 68736 DALEY LAW OFFICES 1029 Scenery Drive Harrisburg, P A 17109 717-657-4795 Counsel for Personal Representative Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: C'1\\\-\~.R~N~ M. ~\jPf~E... Date of Death: Jt, L i \ ~ \ "2...atJ'L Estate No.: 2-0C'? -c..,~\q 49 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 0 No'JQ 2. If the answer is No, state when the personal r,epresenll!:..tive reasonably believes that the administration will be complete: 1\,'"":::::. , f\. '.~ . 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 0 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 0 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: -"\ -\\\-D~ Name ('oj ~~t") C' .R~,,-~i\. .~\\ \ ~ ~ . Address \-\ \..) M ~ E..L ~ ~>N No. ,'? \\. \ "\ t) ~~ 5--7 C1-C')l " \9 . Telephone No. Capacity: ~ Personal Representative o Counsel for personal representative " J ch M U.,J C_) CL~ ~ u.._ 1-=-:-, "-I ::r: CL. . =~ In c.::"J c..:;-,:; <'-J JOANNE J BAUM 2016 COLUMBIA AVE CAMP HILL PA 17011 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ;::':~'''~i^:'T{~' ~lI~E: O~'INHERITANCE TAX "".'.fPrW:SE.tft,. ~lLOWANCE OR DISALLOWANCE ,','~~i9f':):QE~tIONsi-AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS 'lnnr '1C'r - t') '1'_./: "'J 1 DATE {Uun L \ t. ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN . / BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 REV-1548 EX AFP (06-05) CLEFt\< OF ORD';.!,"'j"...... ('('! lPT I U i I,~u \ ) V ~)u' \ , CU1\iT':~r ,''''''-:,: 10-02-2006 JIUFFRE 07-18-2002 21 02-0949 CUMBERLAND 181-42-9242 05150330 APPEAL DATE: 12-01-2006 (See reverse side under Objections) AIIaunt R_i tted I I MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CATHERINE M TO: CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- iiO=is4i-ix-AFP-loi=osi-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX ~PPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS. AND ASSESSMEN' OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-02-2006 ESTATE OF JIUFFRE CATHE~INE M DATE OF DEATH 07-18-2002 COUNTY CUMBERLAND FILE NO. 21 02-0949 TAX RETURN WAS: S.S/D.C. NO. 181-42-9242 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 05150330 FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 5140031979 TYPE OF ACCOUNT: ()SAVINGS ~) CHECKING ()TRUST ()TIME CERTIFICATE DATE ESTABLISHED 03-25-2002 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due .00 1. 000 .00 .00 .00 .15 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CRED:ITS: PAVMENT RECEIPT DISCOUNT (+) 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 THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN tl, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT"' ( CRl, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOlK FOR INSTRUCTIONS. 1 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 6/15/2005 BOYANOWSKI CARA ANN 1029 SCENERY DRIVE HARRISBURG, PA 17109 RE: Estate of JIUFFRE CATHERINE M File Number: 2002-00949 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 is due by: 7/18/2005 Your prompt attention to this matter will be appreciated. Thank You. ~r~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge uJ? Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/13/2007 """') t:~:> c.'\. -..J L... ~~:; BOYANOWSKI CARA ANN 2080 LINGLESTOWN RD STE 201 HARRISBURG, PA 17110 (.,) ...e--, C'::> -:J -n RE: Estate of JIUFFRE CATHERINE M File Number: 2002-00949 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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 is due by: 7/18/2007 please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, 1tt424 ~.ld~~t Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) 2:J.:J ~:~ ~:--) ~~ ,--- :...,-, :.:'CJ C~ cj Cumberland County - Register Of Wills One Courthouse Square Carlislel PA 17013 phone: (717) 240-6345 r-.3 ~ 390 CROOKED HILL ROAD HUMMELSTOWNI PA 17036 o . -rJ '.'-:10 --::;,- '..,- r rl ,--. ---, :1) '):: () .:0;. w :-:":J --0 rD (n C_) (.~~. '~~';)":'~ t~1 -) , I 1'1 .' . ?~~~ Date: 7/13/2007 C- c: i- MALEY JOANNE J NKA -'J , i co RE: Estate of JIUFFRE CATHERINE M File Number: 2002-00949 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO. 103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after July 11 19921 the personal representative or his counsell within two (2) years of the decedent's deathl shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 7/18/2007 please feel free to contact this office with any questions you may have. If you have already filed your Status Report I please disregard this notice. SincerelYI (, &. ~t- l.J, , i f \ '.jjlJl'l~j .1JtIi '.. Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel r-J In Re: Estate of JIUFFRE CATHERINE M ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2002-00949 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: BAUM JOANNE J Counsel for Personal Representative: BOY ANOWSKI CARA ANN Date of Decedent's Death: 7/18/2002 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 7/30/2007 ~~./ (!ftAh~ Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File (J ::}~ .~o ,..,., '.' I c/)~ -~3~~ ~ :?i --I "'~ C'::;J C:;:, -J (- c; r- L) o N en In Re: Estate of JIUFFRE CATHERINE M ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2002-00949 NOTICE OF FAILURE TO FILE STATUS REPORT Personal Representative: MALEY JOANNE J NKA Counsel for Personal Representative: BOY ANOWSKI CARA ANN Date of Decedent's Death: 7/18/2002 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. Ifthe required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. ~~#~ Date: 7/30/2007 Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File () c ~-O - ~ "" :lJ - ,-' '~.r2 f-- C--)C; C)-n :D ~-j r-....:) 1~~..::':1 ~~ -....J L. C r-- G) o ...... 3: N 0" r- SFRIU 11111 SC}UFF\I \\: !3!{{)\\ " , ..... C\L1I()()\, 1',( . CARA A. BOYANOWSKI (717) 540-9170, Ext. 2925 c boya nowsk i@ssbc-Iaw.com SUITE 201 2080 LINGLESTOWN ROAD HARRISBURG, PA 1711 0.9670 FAX (717) 540-5481 ~, August 2, 2007 Glenda Farner Strasbaugh Clerk of the Orphans' Court Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 In Re: Estate of Catherine M. Jiuffre No. 2002-00949 Dear Ms. Strasbaugh: I am in receipt of the Notice of Failure to File Status Report issued July 30, 2007 in the above-referenced matter. Please be advised that I have forwarded the same to the law office of Daley, Zucker, Meilton, Miner & Gingrich, as that firm represents the Personal Representative for the Estate. Additionally, I spoke to Patti Patton, Office Administrator for Daley, Zucker, Meilton, Miner & Gingrich, today, August 2, 2007 concerning the Notice. Ms. Patton informed me that the Personal Representative, JoanneJ. Maley (Baum) is scheduled to come into their office within the next few days to sign the Status Report Form for filing. If you have any further questions or correspondence relative to this matter, please direct the same to the law offices of Daley, Zucker, Meilton, Miner & Gingrich. Thank you for your attention. Sincerely, SERRA TELLI, SCHIFFMAN, BROWN & CALHOON, P.C. n III. · ':' ~OJ\O.tll2k.' ~yanowski 2- _~O ~3;g c 0 -..J)~r .:...d;;-m "'-: ::0 . <J..f) '?" '-~Joo '-,0'" :.j~ . ~ ~ CAB/ted ,....;) = = --a :'PI' c:: (i") I c..:> -0 :x , ' .cor! C") ~ CJ C) '. ":1 . '~-Yl ,.....", '- ,/ r r1 - .. o ~ /:.r.. Pa. O,C. P~ule 6,12 STATUS REPORT REGISTER OF WILLS OF Cumb1<:lt\ol COuNTY, PENNSYLVANIA Name of Decedent: &+hGr~ne.,., M. ...Ti u f.fre.. Date of Death: J vI 'f I~ 2.00;2. File Nmnher: eX OOd. - 00 'I1/-9 pursuant to Pa. O.c. Rule 6.12, I report the follO"\"Xiing with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . ., DYes II No 2. If the answel.is No, state when the personal representative reasonably believes thatthe amj1jnistration will be complete: 3. If the answer to No.1 is YES, state the following: a. Did the personal representative file a fmaI' account with the Court? . . . . . . DYes DNo b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account infoTI11al1y to the parties in interest? ..............,................ '\DYes 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 attached to this repOlt. Dare 8-~-a\ CapaCl . gjPersonal Representative 0 Counsel J Oa.. VII'! e.- J. Ba. u fY] Name390Fil(i/;;'ked 1-/,./1 Road A"'iI ummcJ.s-k;tIJJ1" fJ A . L 7036- (7/7)501.0 -O~J 9 Teleph:me VCl ' ~....'\....'" .;' "; _ i ,',1' 1tin09 S',i\JvH~/8(Y8 ::10 >18318 O~ =I Hl~ L - 5nv lGOZ ,::o:-m .a l,j/-.' [} .:'!?v. i G, i 3. 06 ~ INRE: ESTATE OF CATHERINE M. JUIFFRE : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS' COURT DIVISION : NO. 2002-00949 PRAECIPE TO WITHDRAW APPEARANCE TO THE CLERK: Kindly withdraw the appearance of Cara A. Boyanowski. Esquire in the above-captioned matter. Respectfully submitted, 9/21/07 By: ~~~ Cara A. Boyanowski, Esquire (formerly of Daley Law Offices) Seratelli Schiffman Brown & Calhoon PC 2080 Linglestown Road Harrisburg, P A 17112 (717) 540-9170 PRAECIPE TO ENTER APPEARANCE TO THE CLERK: Kindly enter the appearance of Daley Zucker Meilton Miner & Gingrich, LLC (formerly Daley Law Offices) and Patricia Carey Zucker, Esquire in the above-captioned matter. Respectfully submitted, DALEY ZUCKER MEIL TON MINER & GINGRIC LC '1/ :J- 'I ~ 11BF iU (': ,'~ I'ci ...lj)q('J "4 ~'; '-l-.J ...j 13-1(''\ '.',,, I' 11\.~i 1\.../ 9S :9 \:!~ SZ d3S lGGl \ I',.~ Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Catherine M Jiuffre No. 21-02-0949 also known as Date of Death 07/18/2002 , Deceased Social Security No. 181-42-9242 Personal Representative(s) ofthe above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside ofthe Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: Patricia Carey Zucker, Esq Joanne J. Baum I.D. No.: 37334 Address: 1035 Mumma Road, Suite 101 Dated September 24, 2007 Wormleysburg, PA 17043 Telephone: 717-724-9821 Description Value 1. Real property located at 2016 Columbia Avenue, Camp Hill, PA 2. Waypoint Financial Corporation stock 3. Refund from funeral home 4. Household goods and furnishings 5. PNC Bank Checking Account (Joint) $ 138,000.00 3,726.00 cp8.37 ~li;oo '\ ,-", 144g.1cr "", c 1',) U"l , '- ( , - - " -,,:) ~. ex,' en \.C Total:$ 143,577.07 Attach Additional Sheets if necessa NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may. at the election of t e personal representative. include the value of each item, but such figures should not be extended into the total of the Inventory. ~- -.J 15056051058 REV-1500 EX (06-05) PA Department of Revenue '* Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Number Date of Death OFFICIAL USE ONLY g<:~~ty ~.~de Year INHERITANCE TAX RETURN RESIDENT DECEDENT c1../ 0 ~ File Number Oql/-C) Date of Birth 07/18/2002 01/21/1921 Name Decedent's First Name MI Catherine M (If Applicable) Enter Surviving Spouse's Information Below Last Name Social First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW (]I) 1. Original Return c:::J 2. Supplemental Return c:::J 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required c:::J c:::J 4a. Future Interest Compromise (date of death after 12-12-82) c:::J 7. Decedent Maintained a Living Trust (Attach Copy of Trust) c:::J 10. Spousal Poverty Credit (date of death c::::> 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received ,J!._ 8. Total Number of Safe Deposit Boxes 4. Limited Estate c:::J ca> c::::> 'cia Carey Zucker Firm Name REGISTER OF WILLS USE ONLY DZMMG First line of address 1035 Mumma Rd., Ste. 101 Second line of address r"'<r or Post Office 17043 t-".' 1.':.) -'~-'.'''l j ,. ) .J J ZIP Code Correspondent's e-mail address:pzucker@dzmmglaw.com .'~~ I:~;~ :-.- (', Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the t>e.s,t J.::.&v knowledQ8."Ind beli,at : it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which prel!lrerhas any knoWledge. SIGNATU E OF PERSON RESPONSI FOR FILING RETURN .', DATE en .~ . -'1 Side 1 L 15056051058 15056051058 -.J 0... -.J 15056052059 1B1-42-9242 REV-1500 EX Decedent's Social 1. Real estate (Schedule A). ............................................ 1. 13B,000.00 3,726.00 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. 40B.37 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. 1,442.70 9. Funeral Expenses & Administrative Costs (Schedule H). . .. . . . . . . . . . . . . . . ... 9., 143,577.07 2,067.36 8. Total Gross Assets (total lines 1-7). . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . .. 8. 10. Debts of Decedent, Mortgage liabilities, & liens (Schedule I). . . . . . . . . . . . . . . . 10. 25,415.99, 11. Total Deductions (total lines 9 & 10)................................... 11. , 27,483.35 12. Net Value of Estate (line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 116,093.72 14. Net Value Sub)ectto Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14. : TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 taxable at lineal rate X.O 45 116,093.72 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 116,093.72 : 15. 16. 5,224.22 17. 18. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 5,224.22 20. FILL IN THE OVAL IF yOU ARE REQUESTING A REFUND OF AN OVERPAYMENT c:::> 15056052059 Side 2 15056052059 --..J L REV-1500 EX Page 3 Decedent's Complete Address: DECEDENTS NAME Catherine M Jiuffre STREET ADDRESS 2016 Columbia Avenue DECEDENTS SOCIAL SECURITY NUMBER 181-42-9242 CITY Camp Hill STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 5,224.22 Total Credits (A + B + C ) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty 1,276.29 4. Total Interest/Penalty ( D + E ) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (3) (4) (5) (5A) (5B) 1,276.29 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. 5,224.22 1,276.29 6,500.51 A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE 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;.......................................................................................... D ~ b. retain the right to designate who shall use the property transferred or its income; ............................................ D ~ c. retain a reversionary interest; or.......................................................................................................................... D [iJ d. receive the promise for life of either payments, benefits or care? ...................................................................... D ~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. D ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 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. 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 P.S. 99116 (a) (1.1) (i}l. 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 zero (O) percent [72 P.S. 99116 (a) (1.1) (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 (O) percent [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 four and one-half (4.5) percent, 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 twelve (12) percent [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. REV-1502 EX+ (6-9W SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Catherine M. Jiuffre FILE NUMBER 21-02-0949 All real property owned solely or as a tenant In 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, nenher being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which Is Jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Real property located at 2016 Columbia Avenue, Camp Hill Borough, Cumber1and County, Camp Hill, PA 17011 TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert addnional sheets of the same size) VALUE AT DATE OF DEATH 138,000.00 138,000.00 OCT 31 2002 14:44 FR SECURED LRND 717 591 8506 TO PAXTRNG P.02/03 A. U.S. OEPARTMENT OF HOUSING and URBAN OEVELOPMENT. OMB No. 2S02.0285 SETTLEMENT STATEMENT l1TlEPRO SECURED LAND l."rprtnl TRANSFERS, INC. B. TYPE OF LOAN 5006 Ealt Trlndle Road 1.( ) FHA 2./1 F~iHA 3.XJ CONY. UNINS. Suite 203 .. ( )VA S.I I C('NV.INS. Mechanlcsburg, PA 17055 9. RLE NUt.tBEI'l: I 7. LOAN NUMBER: 131737 0020769923 Phone: (717) 591-8500 FAX: (717) 591~8506 8. MORT. INS. CASE NO.! C. NOTE: This form is Iurnished to give you a statement or ~clual seUl.mllf1t CO~I$. Amounts paid 10 end by the salll.me,.l agenl are shown. Itams marked '(p.o.c.)' We" paid oUlsid.lhe closing; they ar. shown hera lor Informational purposes and are notlm;/uded i'llhelotals. D. NAME ANa AOORl;SS OF BORROWER; E. NAME AND I,ODReSS OF SELLER: F. NAME AND ADQRI,SlI OF LENDER: Joseph T. Stanisic Estate of Catherine M. ERA Mortgage Sherry M. Stanisic Jiuffre 3000 Leadllnball Road Mount LauJ:el NJ 08054 G. PROPERlY LOCATION: Ii. SETTLEMENT AGENT: I. SETTLEMENT DATE: college Park '- 2016 Columbia Avenue Secured Land Transfers, Inc. 10/31/02 Camp Hill BOROUGH PLACE OF semEMENT: CUMBERLAND County 4099 Derry Street, Harrisburg, PA l~'lll ~. SUMMARY OF BORROWER'S TRANSACTION: K. .U....AIIY OF SELLER'! TRAlflJACTION: 100. OROSS AIIIOUNT DUE FROM BORFloweR 400. o Ron AMOUNY DUE TO SELLER '0'. Conlra.cl sale. priG. 138000.00 .0..Contract salas prica .00 102. PeROnei property f02.Personal properly IOS. S.Ulement chllrges 10 borrower (line 1400) 3917,40 '03. 104. .0.. to,. .OS. Adjuslmllf1ts lor ileml paid by lel'.r in advanco Adjustments lor itemS paid bl' seller in advance '01. Cltyflown lu 10 '06.Cllyflown ~~ 10 101. Counly ~ ~o 31702\012/31/02 89.62 '07.Cou~ly ~ 10/31/02'012131/02 89.62 '01. Anoellllonte ~ 10 .0.,A....""'on!: \0 101. Sehoo1 10/317021006/30/03 926.11 40!1, .~h901 10/31/ 02to 06/3 0/0.:3 -g-2T. 1T 110. Swr: l?6 0 I sa endlrag 12/31 20.05 410. Swr:S60/sa endlGCJ 12/31 20.05 Ill. 411. 112. "2. 120. GROSS AMOUNT DUE FROM BORROWER 142953.18 420. GRO" AMOUI'lT DUE TO SELLER 139035.78 , zoo. AMOUNTS PAID IV OR IN BIEIfALF OF BORROWER SOO.REDUCTIONS IN A"OUNT DUE TO SEl'.ER 201. Deposit or earnesl money 5000.00 sOI,Excess doposil (s.. instructions) IOL Principal amounl 01 new Ioan(s) 108000.00 S02.Setuem.nt charg" to seller (Iin. 1400) 11245"":o1J' 203. Exisling Ioan(s) taken ,ubjeCllo 50.1.Exlstlng 108n(s) laIt.., subjecllo 20'. sO..Payoflol First Mongage Loan pts Pd Opfront 250.00 NONE 20S. S05.P:syolf of Second Mortgage Loen Lender Contribution 135.00 ZOl. SOG. 207. G07. ZOl, 50e. 201. SUi. Adjustments for ilems unpaid by seller Adjustment, for Items Ul1~ aid by seller 2'0. CllyfTown tax 10 &Io,CilyfTown lax to 2' "Counly ~ 10 S".Counly lP to 21t. A..ossmant. 10 s.:z.Anonments to 213. 8<'11801 10 513: -s~heol 10 21.. 5". 21S. 5'5. t15. SIr-, 217. S'7. Z'" 511. 219. 510. -. 210. TOTAL PAID IV/FOR BOIIIIOWER 113385.00 5200 TOTAL REDUCTION AMOUNT Due SEll Ell 11245.00 300. CASH AT SETTLEMENT FRoM OR TO BORROWER 100, CASH AT SETTlelllENT TO OR FROM SI,LLEII 301. Gross amount dUll Ira'll borrower (line 120) 142953.18 SO'.Gross amounl dlJe 10 sen81 (Iirle 420) 13903""5", "-8 302. Less amOUflt paId bYllor bOllowe. (lille 220) 113385.00 G02.Le.. reducliOllllf'llOunt due 3eller (lina 5 ro) 11245.00 303. CASH (00 FROM) (( J TO) BORROWER 29568.18 503.CASH (1llI TO) (( 1 FROM) SELLER 127790.78 s.nor'c S1CP'alur. Buy.r or Borrower'. Slgnaturo HUD.! Rov. 5/85 UC I J 1 2ldl1.! 14: 44 H~ ~~\..Uf.<E:.U LHNU "1' ( ~':H 8~l1b I U PH" I HNLi U :I, Ul;PARTMENT OF HOUSING ANO URBAN DEVELOPMENT SETTLEMENT STATEMENT 1-' . I1J- I1J OMS No. 2502-0255 Pag ~ " L """"me.,.... 131737 ~ 700. TOTAL SALESIIIlOKEA's CO""'ISSfON b...oj on prlc. S 138000.00 7.0 I BORIICWEA'S IELLER', DlVisio" 01 Commission (line 700) as lolloy/s; Total; S 9, 660 . 0 0 9~~:~~~T S~~~~~T 701. $ 4805.00 10 Jack Gauqhen Realtor ERA 702. $ 4655.00 10 CenturY 21 P1.SCiOner;L .. 701l. Comml..ion paid al S.ll/"m"nl . 9 6 6 0 . 0 0 70'. TransFee ERA-NRT.lnc. I 1)0.00 aoo.IlI,MlI PAYA81.1I IN CONNECTION WITH LOAN 801. Loan Origiflalion F"" % .02. LOa/1 Discounl % 103. Apprainl Fe" 10 804. Grldll R"polllo 805. Land.rs Inspecllon Fie 801. Mortllago Incuran<:lJ Appticlllion F.. 10 807. Assumption F.. 108. 8119. - 110. Ilt. 900. ITEMS IIEQUIRED BY LENDER TO III! PAID IN ADVANCE 901. Int.rosllrom 10/31/02 1010/31/02 os 19 . 13/day J.g .13 902. Mortgage Inauranc. Prtmium lor mo. to 1lO3. Hazard Ins\lranc. Premium lor yr,.to 904. yrs.lo 906. 000. ReSERVES DEPOSITED WITH UNDEll FOR 001. "azard Insurance 3 mo,.' 31,58 Imo. ~I.!:.l! 002. Mortgage Insurance mo.OS /mo. 003. CilylT own lax mo.OS lmo. 004. Counly lax 10 mo.OS 39.00 /mo. 3S~ 005. Assoscme"l~ mo.O$ /rlJo. 006. School Tax 6 mo.OS 108.00 /mo. 6~8.00 007. mo.., /mo. 008. Aqqr . Ad; . mo.O$ Imo. -440.22 1100. TITLE CHAlloES 101. SetUem.nl or closing 'eelo 10z. Abstract or tille $eard> to lOll. Titl. examination to 104. Tbl, insurll11ce binder 10 106. Document ~reparalion 10 (POCIKathleen Daley 106. NotQry I... 10 Cash 10.00 10.00 107. Anomey's I"os 10 linclulles above n.ms No.:I .' 108. Tftle Inlursnc. 10 Securecr Lana Transfers -- (includes above "eml No.:) Ends.100,300,900 lOll. L.nder's coverage' 108,000 110. Owner', coverage $ 138,000 111. Wl.reFee Secured Land Transfers 2 . 0 lIZ. PrepPOA Secured Land TranSfers I 50.001 113- I I 200. GOVERN"'''NT RECORDING ANO TIIANSFER CHARGES 201. Recordln\1l"a: Dnd S 38.50 MongageS 64.50 Mllc,S 103.00 Z02, City/cOlmly lax/slamp$; Deed S 1380. 00 Mortgage S 1380.00 203. State lall/slampl; Deed $ 1380.00MortgageS 1380.00 204. RecPOA Recorder of Deeds 34.00 206. 300.. ADlllTlONAL UTTLEMENT CHARGES' 301. Survey 10 302. PO,llnsp.ction 10 BJ.echler Ii T1.11ery 35.00 303. HoInsp . B:LeChler Ii T1.11erv 275.00 304. ProcFee CenturY 21 Pisclonerl. 195.00 305. '00. TOTAL SETTLE....NT CHARGES (enler on Iin.. lOll and 60Z. S.olion, J and K) 3917.40 11245.00 PI"Ie,.:I,.... Ih.. no lability.. assumad bY S.n"m'"1 Agonl for 'h. .r;~u,ny.' inlDrzrt=ltion Iurnllh.d by ql~rs II Jhvwn on m. HUD.1 $.'U.II1,nl Stile 1\Oft1.. S.UI4Hn...1 Agtnt P\ofClb1 Oll.pmat, ~MlI 1M rlghllo d.posil ."Y .moUN' ("OII.,clod 101 .b\1f1tmtnt In ,., intOlO.$t 'bearing .ccvunl in , F.d...."' Insutod iJt$lilQlion Intf 10 credD any 1n1.,,,1 , 0 U,no" J" il5 own .c(:ounl a. 4c1cfi1illlll"~1 COfnPlnNl101I fl:ll i. :JO'Vlce. In It'''lr.1tN,",liar. 0", . ad $1.ln. on lhlt ..." ."y ~mq.r lorm. r.".nios "pon c:o,MclIo.\ '"'OJ" i",",II'(M . nn. "Id irIlJ rllOnm,nt. FOl d\'ll"ih.... llUD.' '10Y, &186 '" k TOTI=lL PAGE. 03 ** REV-1503 EX+ (6-9. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Catherine M. Jiuffre FILE NUMBER 21-02-0949 All property Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Waypoint Financial Corporation stock -230 shares @16.20/share (closing price 7/18/2002) VALUE AT DATE OF DEATH 3,726.00 TOTAL (Also enter on line 2, Recapitulation) (If more space is needed, insert additional sheets of the same size) "'- --'1 ~~h Ofil' ~ CJosL VitlttMl N;J' Clo~ 31-Jul-02 17.92 18.13 17.63 17.95 121100 16.11 30-Jul-02 18.05 18.05 17.57 18.04 108800 16.1 29-Jul-02 17.88 18.3 17.74 18 134900 16.06 26-Jul-02 17.65 17.81 17.37 17.65 148400 15.75 25-Jul-02 17 17.8 16.9 17.27 244700 15.41 24-Jul-02 16.25 17.34 16 17.19 473000 15.34 23-Jul-02 16.56 16.56 16.13 16.25 695800 14.5 22-Jul-02 16.1 16.6 16.08 16.23 86900 14.49 19-Jul-02 16.34 16.4 15.92 16.25 124400 14.5 18-Jul-02 17.02 17.2 16.03 16.2 195700 14.46 17 -Jul-02 17.45 17.45 16.85 17.04 156000 15.21 16-Jul-02 17.05 17.3 16.9 17.19 56200 15.34 15-Jul-02 17.76 17.79 16.92 17.05 181600 15.22 12-Jul-02 17.5 17.92 17.27 17.5 162900 15.62 11-Jul-02 17.38 17.92 16.81 17.51 169300 15.63 10-Jul-02 17.95 17.95 17.14 17.38 117200 15.51 9-J u 1-02 18.03 18.03 17.57 17.69 52100 15.79 8-Jul-02 17.73 18.34 17.38 17.94 113700 16.01 5-Jul-02 17.95 18.01 17.5 17.83 67100 15.91 3-Jul-02 18.1 18.1 17.8 17.97 131200 16.04 2-Jul-02 19.4 19.4 18 18.07 114500 16.13 1-Jul-02 19.25 19.5 19 19.11 114600 17.06 REV-1508 EX+ (6-98) .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Catherine M. Jiuffre FILE NUMBER 21-02-0949 ITEM NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. 1. Refund from funeral home 2. Household goods and furnishings DESCRIPTION TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 58.37 350.00 408.37 REV-15D9 EX+ (6-98. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Catherine M. Jiuffre FILE NUMBER 21-02-0949 If an asset was made joint within one year of the decedent's date of death, It must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. C. B. JOINTLY.OWNED PROPERTY: LETTER ITEM FOR JOINT NUMBER TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEEO FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET 1,442.70 1. A. PNC Bank Checking Account #5140031979 TOTAL (Also enter on line 6, Recapitulation) $ (If more space is needed, insert addnional sheets of the same size) 1,442.70 ~ PNCBAN< August 29, 2005 Daley Zucker & Gingrich LLC Attn: Susan Harrisburg, P A 17100 RE: Estate of Catherine M Jiuffre (Deceased) SSN: 181-42.9242 DOD: 07-18-2002 scp Dear Susan: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking ACC01lnt Account #S 140031979 Established NI A DOD balance: $2,885.40 Non interest bearing account This account has already purged off of our system. Therefore, I do not have an Established date or how the legal title read. Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do Dot process any finanejal transactions or provide statements. If you need assistance with any of these items, please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank: branch office. Sincerely, ~t.~ Erica L Schlegel 1-800-762-1775 P7-PFSC-04-F 500 Pirst Ave. PinsburgbPA 15219 Member Forc TOTAL P.01 REV-1511 EX+ (12-99. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Catherine M. Jiuffre FILE NUMBER 21-02-0949 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Funeral luncheon 285.96 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 1,328.45 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 269.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 8. Publication of Estate Notice - Cumberland Law Journal Publication of Estate Notice - The Sentinal 75.00 108.95 7. 2,067.36 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12'()3) '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Catherine M. Jiuffre FILE NUMBER 21-02-0949 Report debts Incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Utilities from date of death to sale of residence 1,078.47 7,400.00 3,087.00 300.00 2. Allied Roofing & Sheetmetal, replace roof in preparation for sale of residence 3. White Wolf Siding and Remodeling, repairs to house in preparation for sale of residence 4. Heavenly Angel Cleaning 5. Kuhn's Carpet Cleaning 113.69 6. Dan Barrett, junk removal 250.00 371.00 7. Michael Bowers, moving expense 8. 9. Closing costs for safe of real property 11,245.00 Medical bills (subscriber liability) - SEE ATTACHED BREAKDOWN 1,570.83 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 25,415.99 ALLIED ROOFING ~ SHEETMETAL 340 PLEASANT VIEW ROAD NEW CUMBERLAND, PA 17070 I N V 0 ICE INVOICE #: 1813 PG 1 INVOICE DATE: 10/10/02 OUR JOB NO: 402053 JOANNE BAUM 390 CROOKED HILL ROAD HUMMELSTOWN PA 17036 JOB: 2016 COLUMBIA AVENUE CAMP HILL FA Description Ext Price COMPLETION OF CONTRACT WORK 6,900.00 500.00 WOOD flllD. JD-ZZ-IJ 11 bB 41 TERMS: DUE UPON RECEIPT TOTAL AMOUNT DUE ,(--~,.",-.::".e...-~ ~ ~7,40~_ CLT #: BAUM . ... . .- .--- AL.L.IJ::.LJ . ROOFING Be SHEETMETAL INC. f 6- PROPOSAL & AGREEMENT / of ~ TENTATIVE START DATE JOB# 340 PLEASANT VIEW ROAD . NEW CUMBERLAND, PA 17070-2738 DATE NAME SOArJNt ADDRESS ;;( D) I.t:> CITY, STATE C A fV1 P PHONE NO. S ~O . .f5 A u ,~ Co L tt J11~.J I-) -tI J II P A , J 9 WORK TO BE PERFORMED AT: .s Pi (Y} E- ADDRESS PROPOSAL SUBMITTED TO: AV.f I / Cl /1 CITY, STATE ..s ff~ N[,LE f3i>Ef( ...- Root We hereby propose to furnish the materials and perform the labor necessary for the completion of TEAf.. oFP p.-X:r-,sT:liV6- F/..fti fJ../llJf DtJw^, T6 pJ:-G/<JtJt- f:7;Z1 ~;'!&D o~lJ~$!::~~JI)!!f}l~!f:::..~7) :;~;~f~D _1\~I-I<.:rNL fA7- 4 bArE AlF I J:'lrs-rlE.J\.!€JL /JBIl. ~ StJ rl~ t"-toc EF+ po b' I' 1-.- A- 'II ~~{'-fdllt .<1'1"'T_NI- ~N ffHt/;: LIlA-'I To rL s/T.TI .}f{/JIJ,c :jdfJj4~" AA/~;/~~lAJ:rT"4:'J~~~;f:;~!J!J i1!lff[,~~; 6J/E uJ POIV N .s ftl1T .:., N-.S7 A ,( 'N t:::- uJ ~ j) h-e M lET/J.L J C. L...ff. ~ N ' (1 /tAl D j-/B fI. L A whV ~ II ;Jpf, f-ELA'TfJ !~~~~t? All material is guaranteed to be as specified. and the above work to be performed in a workmanlike manner for the sum of Dollars ($ with payment to be upon completion. ALLIED GUARANTEES 1. Allied Roofing and Sheetmetal, Inc. has all necessary general liability and workmen compensation. . 2. Allied's crew will not leave a jobsite for the day or even for lunch unless the roof is watertight. Client Signature 3. Allied's crew will not allow debris to fall to the ground. On most roofs, debris will be carried to the dump truck or dumpster and dropped directly inside. On steep roofs, shrubs and lawn will be protected against accidental falling debris. Title 4. Gutters and ground are cleaned daily. 5. Allied's policy requires roofers to conduct themselves in a professional manner while on a customer's property. 6. Allied Roofing and Sheetmetal, Inc. collects for all work after one hundred percent (100%) completion of the contract. 7. Special order items require 50% down. .. . .- :_-- AI..I..IC.U f(; ROOFING '* SHEETMETAL INC. PROPOSAL & AGREEMENT ~ of d- TENTATIVE START DATE JOB# 340 PLEASANT VIEW ROAD . NEW CUMBERLAND, PA 17070-2738 DATE PROPOSAL SUBMITTED TO: NAME :J 6 f1NN~ is Au fY1 ADDRESS :J. 0 J It, C't1 III. (Y1 /J;J A A II I CITY, STATE L~M f J-lJ 1/ .. . PHONE NO. S'.2.0 .. 6 fp 9 WORK TO BE PERFORMED AT: S170.t"- ADDRESS CITY, STATE We hereby propose to furnish the materials and perform the labor necessary for the completion of Ub:./G uP e XJ ~LIJJ If- s IiJrJi:.tff ~OtJP /)''-lr.Jtf... If) (J~~ IVfJ...At.6 ANY R~rrEAI /J,-'])h/Vt/tUb j);kL!Cll"b.- 1fT III )f) f~fl- SQ. Fr J/,'~7flrll Ollf~S'J.ZE.j) t9lt(MTNI(1J1 b!trP E/J6-E... !N~"/.}II iL~_~ (vA-TEfl. S!I:JfLJ) 1t7 11-11 _ (J-uTTEtt. ~D(;..E.s. ,4J\J sTfi J I 3/') /I rlz--L 7 TI1 ({.,; ~ lOr A /) J I oS i.l ~...F ALE 1^'~7 fill .~5 yJl -l J It~ SJ/JrlI-LE..J .:J N s'" ://1 I ^' t;.u) U E J.l t fJ P E C--tJ 1- I} jJ. 5 f{f i X,j jJ E It \ 41:1 M N~f. f f A.s.I/JJ\/ If- ~~~;; u't'~Jn-ru;~;L /fJl#f//J~lFt/ WAfEll ,. .... .:r~~7~1 ~~uj . tJ 0 ..sf 1:5 ~ t.. <<'/'1J AJ % ~ "'0 II [;;';~~,s '!f!rfc-"l/7flrJ t)11#i~~J,~ All material is guaranteed to be as specified, and the above work to be performed in a workmanlike manner for the sum of Dollars ($ \.0 ~ <:::JC) - tt>) with payment to be upon completion. \ ALLIED GUARANTEES 1. Allied Roofing and Sheetmetal, Inc. has all necessary general liability and workmen compensation. 2. Allied's crew will not leave a jobsite for the day or even for lunch unless the roof is watertight. Client Signature 3. Allied's crew will not allow debris to fall to the ground. On most roqfs, debris will be carried to the dump truck or dumpster and dropped directly inside. On steep roofs, shrubs and lawn will be protected against accidental falling debris. 5. Allied's policy requires roofers to conduct themselves in a professional manner while on a customer's property. Authorized Agent, Allied Roofing and Sheetmetal 'I Li'-A I ate 4. Gutters and ground are cleaned daily. 6. Allied Roofing and Sheetmetal, Inc. collects'for all work after one hundred percent (100%) completion of the contract. 7. Special order items require 50% down. . . ~OSAL W~:\E:. ~o~ 6(55 - d'70 \. \\.. . f\ CJ'\;\tvG-E.. >,0 e.~Ee.. S, ~"'i T ~",~hf PROPOSAL SUBMITTED TO: WORK TO BE PERFORMED AT: ',C'-.,-,:." -_..,....<,...........,.,....., c:,.-.,'-,.,~-::':"'_': i:',;.' .;" Date I 0- \....~t'J2_ , ..,,- a- NC 3818-50 MADE IN USA HR0POSAL ." '-<7\',:j:_:.:;;':~'<. Heavenly Angel Cleaning Need help cleaning? No job is never to big or to small F or Heavenly Angels Let Heavenly Angel take Care of it all Call 657-7881 :;; 3~. ~ ~"o ~ ~ ~ W""'''-- ~~""'" ~~ ~~~~ ~.~~ ~~~ . " .. KUHN'S CARPET CLEANING (rUn ~ ffi fNlnll\n@ 50 N. Orange Street #6 . I0lSU;tAilNJUlNJ@ Carlisle, Pennsylvania 17013 . n~n 1)\ fD) rw 1)\ fD) 'D" ~ fD) Phone/Fax (717) 249-7175 i/iffiJ" \ \Wf ~lf1l~ ~lffil.l:ljU;lffi "Quality serv.ice You Can Depend On" f\.J ) ~l ..&7/P -00/ rU-AL 1360 .~C~~~ ~___ NAME DATE ORDERED -z..c\.\Q c...::::.'-'"->o......~-=>O' ADDRESS c..~~~:"""'- ~~<==o. \ (:) -- ~-~ L- o FURNITURE PHONE c;. '2..C - c:::i-. \ <1 TERMS _.h-:..~.~..:.......~..2.:'!..\C.~.................................................................. ...............x..~........... .....J~.g,........ ...... \ ~ 10 ...~.!.~...........i...............j"..J.Q................................................................... ...............~.............. ........~...t.~......... ................................. .............................. ................ ....~..~.....~..?~...~..............................................._.......................................~............... ........y..?........................................_............................... ................ ........_~.~..... .~.~.. x .........................-........................................_..._......~.........................,........................ .......................-._.... .........._.................. SPECIAL INSTRUCTIONS TOTAL MATERIALS TOTAL LABOR \0' '2..S I certify that I have read conditions on reverse side and agree to same. TAX c.. '-Iy TOTAL it ~ \Oq crhank CVoo SIGNATURE DATE I hereby acknowledge the satisfactory completion of the above described work. SIGNATURE / / DAte ", .7; j '.. 398640 Customer's Order No. Name Date ~~ Q.... '~6- SOLD BY GASH c "'-.-. ~(j.. .,Q. ~\ lp Address ON ACCT. MDSE. RETD. PAID OUT QUAN. DESCRIPTION PRICE AMOUNT d(f() ~ Rec'd By f- e. -- LLJ U LLJ ~ SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS Estate of Catherine M.Juiffre File No. 2002-00949 List of Medical Bills Subscriber Liability Provider Date of Service Date of Payment Amount West Shore Ambulance 06/14/2002 08/28/2002 $ 501.55 West Shore Ambulance 07/06/2002 08/28/2002 $ 462.90 P A Neurological Associates 06/15/2002 08/28/2002 $ 54.39 Lower Allen Twp. EMS 06/14/2002 10/29/2002 $ 43.71 Lower Allen Twp. EMS 07/06/2002 10/29/2002 $ 42.98 Jackson Gastroenterology 06/28/2002 08/31/2002 $ 89.05 Jackson Gastroenterology 07/03/2002 02/21/2003 $ 80.52 Quantum Imaging 07/02/2002 10/29/2002 $ 10.43 Pulmonary & Critical Medicine 07/09/2002 08/28/2002 $ 26.45 Associates, PC West Shore Endoscopy Center 07/03/2002 08/28/2002 $ 84.88 Labcorp 07/03/2002 08/28/2002 $ 42.86 Harrisburg Gastroenterology 07/07/2002 10/29/2002 $ 26.45 Heritage Cardiology Associates 07/09/2002 02/21/2003 $ 58.21 West Shore Pathology 06/28/2002 02/21/2003 $ 13.50 Pravin Gadani, MD, PC 07/17/2002 02/21/2003 $ 20.95 Dr. Joseph Bytof 06/08/2002 08/31/2002 $ 12.00 TOTAL $1,570.83 REV-1513 EX+ (9-00) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES NUMBER I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a)J1.2)J Joanne J. Maley a/kJa Joanne J. Baum, 390 Crooked Hill Road, FILE NUMBER 21-02-0949 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE 00 Not List Trustee(s) OF ESTATE ESTATE OF Catherine M. Jiuffre 1. Daughter 1 00% Hummelstown, PA 17036 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 TOTAL OF PART 11- 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) SAIDIS, GUIDO, SHUFF & MASLAND 2109 Market Street Camp Hill. PA 21-2002-0949 LAST WILL AND TESTAMENT OF CATHERIHE M. JIUFFRE I, CATHERIHE M. JIUFFRE of the Borough of Camp Hill, Cumber- land County, Pennsylvania, declare this to be my Last Will and Testament, hereby revoking any will previously made by me. I - I direct the payment of all my just debts and funeral expenses out of my estate as soon as may be practical after my death. II - I devise and bequeath all of my estate of what- ever nature and wherever situate unto my daughter, Joanne J. Maley. III - I appoint my daughter, Joanne J. Maley, guardian of the person of my son, Leonard J. Jiuffre. IV - Even though I have made no devise or bequest to my son, Leonard J. Jiuffre, I appoint my daughter, Joanne J. Maley, guardian of any property which might pass from sources other than my will to my son, Leonard J. Jiuffre, and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so. Such guardian shall have the power to use principal as wella s income from time to time for my son's support or to make payment for those purpose~ without further responsibility to my son or to any person taking care of my son. <!~ "3 Page 1 SAIDIS, GUIDO, SHUFF & MASLAND 2109 Market Street Camp Hill, PA v - I appoint my daughter, Joanne J. Maley, Executrix of this, my Last will and Testament. My personal representative shall not be required to post bond in this or any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal on ~ this, the ~.J.'- day of ~~ , 1994. ~ 'h..,.~ (SEAL) Catherine M. i re Signed, sealed, published and declared by CATHERINE M. JIUFFRE, Testatrix therein named, on this and one (1) other sheet of paper as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ~4t2 JvI ~ r/l ( Addres s ( ~ A-p~ Address Page 2 12-24-2007 JIUFFRE 07-18-2002 21 02-0949 CUMBERLAND 101 APPEAL DATE: 02-22-2008 ( See reverse side under Objections) A.ount Remittedl I MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE "~r,~,:,~rI,C,e,~{'t.Nrn;IUTANCE TAX AP,~ItA~~iEMENT\yi' AllGWANCE OR DISALLOWANCE C?J~ 'IlEDLlCTIONS 'AND'ASSESSMENT OF TAX 'lfjnn I~?J -!, -I"I'~.I?,: 9~E LUDu ,);Hl "T ESTATE OF DATE OF DEATH CL~~Y J~:::': I".:;T FILE NUMBER j, ,I ,COUNTY 'ACN PATRICIA CAREY ZUCKER DZMMG 1035 MUMMA RD STE 101 WORMLEYSBURG PA 17043 r.~ l, ' '* REV-1547 EX AFP (06-05) CATHERINE M TO: 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 JIUFFRE CATHERINE M FILE NO. 21 02-0949 ACN 101 DATE 12-24-2007 If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL 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 C IT PAYM NT DATE T AX RETURN WAS: (X) ACCEPTED AS F I LED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) 138,000.00 3,726.00 .00 .00 408.37 1,442.70 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return (9) (10) 2,067.36 25.415.99 (11) (12) (13) 13. 14. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate Subject to Tax (14) NOTE: (IS) (16) (17) (18) .00 X 116,093.72 X .00 X .00 X (-) AMOUNT PAID INTEREST IS CHARGED THROUGH 01-08-2008 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 00 045 = 12 = 15 = (19)= NOTE: To insure proper credit to your account. submit the upper portion of this form with your tax payment. 143,577.07 27.483.35 116,093.72 .00 116,093.72 .00 5,224.22 .00 .00 5,224.22 .00 5,224.22 1,447.24 6,671.46 * IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. (~ IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE~~ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 6/30/2008 ZUCKER PATRICIA CAREY DALEY ZUCKER & GINGRICH LLC P...) 1029 SCENERY DRIVE -_ ~-> HARRISBURG, PA 17109 `'~~ - z - ~ __ _~ RE: Estate of JIUFFRE CATHERINE M '-_, - File Number: 2002-00949 - t:.,_~ c°; Dear Sir/Madam: TYiis notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. Ati; per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SLfpREME COURT RULES DOCKET NO. 1, for decedents dying on or after Judy 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 is due by: 7/18/2008 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, (~ i i ~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 6/30/2008 -~-.y MALEY JOANNE J NKA =;_~ ;, ,; 3 9 0 CROOKED HILL ROAD `--' •- HUMMELSTOWN, PA 17036 `,~T, `' _ c>> -, ~. a _- ~ R:E: Estate of JIUFFRE CATHERINE M File Number: 2002-00949 Dear SirjMadam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. A~~ per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 St7PREME COURT RULES DOCKET N0. 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 is due by: 7/18/2008 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel In Re: Estate of JIUFFRE CATHERINE M ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2002-00949 ...> c~ O `° •• .r. ~-- ~~ ~= - NOTICE OF FAILURE TO FILE STATUS REPORT ~s ~ - _ r rn c,.~ , ,..1 ~.. ... __ :Personal Representative: MALEY JOANNE J 1rxA ,~.'~, -~. r_ _, Counsel for Personal Representative: ZUCKER PATRICIA CAREY _ ;~ .- cn a :Date of Decedent's Death: 7/18/2002 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 7/29/2008 J ~ 1 n °~ `~~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: Estate of CUMBERLAND COUNTY JIL'FFRE CATHERINE M : PENNSYLVANIA :~~ NO. 2002-00949 n _ ~~_ O :.:o -} c~_ - n r- --- -a ._ ~,; ~ _ NOTICE OF FAILURE TO FILE STATUS REPORT ; ~ -,; ~,,, ` ;~~-~~ _ - Personal Representative: MALEY JOANNE J NKA - + c~ ~~ ZUCKER PATRICIA CAREY c~ Counsel for Personal Representative: Date of Decedent's Death: 7/18/2002 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. ~~,~~ Date: 7/29/2008 Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Nrame of Decedent: Catherine M. Jiuffre Date of Death: 7/18/2002 File Number: 2002-00949 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 ~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: Unknown 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's account is: c. Did the personal representative state an account informally to the parties in interest? ............................... ^ Yes ^ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached this report. Date August 6, 2008 ''~ . i t re of Person t g this F ` Capacity: Personal prese tive Counsel cv Patricia Carey Zucke , squire :" Name of Person Filing this Form T` ~= t_`_ Daley Zucker Meilton Miner & Gingrich, LLC ~_~ ~~ - Address . ,. `- 1035 Mumma Rd., Ste. 101, Wormleysburg, PA ~ , c_~-~ `~` ~~ < a _ ` (7l7) 724-9821 ~.> +zi; _, . ; c`- L~' C. Telephone ~~ c:~. `~ =- G ~~ Foam RW-!0 rev. 10.13.06 Patricia Carey Zucker, Esquire DALEY ZUCKER MEILTON MINER & GINGRICH, LLC 1035 Mumma Road, Suite 101 Wormleysburg, PA 17043 (717) 724.9821 pzucker ,dzmmglaw.com 2~=-~ ~! ! -7 Fib I ~ ~ I CL~;=:~ ~ ~~- ~.iF~'~'~-,'',~ , ~.~~. ~1.~~ ~~~' ~t IN RE: Estate of ORPHANS' COURT DIVISION JIUFFRE CATHERINE M COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2002-00949 PETITION FOR LEAVE TO WITHDRAW AS COUNSEL This Petition of Patricia Carey Zucker, Esquire and Daley Zucker Meilton Miner & Gingrich, LLC, respectfully represents: 1. The Petitioners are Patricia Carey Zucker, Esquire and Daley Zucker Meilton Miner & Gingrich, LLC, who are presently counsel of record for the Estate of Catherine M. Jiuffre. 2. The Executrix of the Estate of Catherine M. Jiuffre is Joanne J. Maley n/k/a Joanne J. Baum. 3. Petitioners have been counsel of record for the Estate of Catherine M. Jiuffre and Joanne J. Maley n/k/a Joanne J. Baum, Executrix of the Estate of Catherine M. Jiuffre, since on or around November 2002. 4. Over the course of the Petitioners' representation of the Estate of Catherine M. Jiuffre and Joanne J. Maley n/k/a Joanne J. Baum, Executrix, certain issues have arisen which make it impossible for Petitioners to continue to represent the Estate of Catherine M. Jiuffre and Joanne J. Maley n/k/a Joanne J. Baum, Executrix of the Estate of Catherine M. Jiuffre. 5. Ms. Baum, the Executrix, has been uncooperative with Petitioners in the administration of her mother's Estate. 6. Ms. Baum did not timely prepare and file the Pennsylvania Inheritance Tax Return as she informed Petitioners she intended to do. 7. Ms. Baum did not follow through and file Status Reports as requested by the Orphans' Court of Cumberland County, Pennsylvania. 8. Petitioners prepared and filed the Pennsylvania Inheritance Tax Return for Executrix on September 27, 2007, at which time Ms. Baum informed Petitioners that she did not have the funds available to pay the inheritance tax to the Commonwealth of Pennsylvania. 9. Petitioners informed Ms. Baum at the time of filing the Pennsylvania Inheritance Tax Return that she must contact the Pennsylvania Department of Revenue ("Revenue") to arrange a payment schedule for paying the inheritance tax due by the Estate. To our knowledge, Ms. Baum never contacted Revenue, nor has she paid the inheritance tax required by the Commonwealth due for this Estate. WHEREFORE, Petitioners Patricia Carey Zucker, Esquire and Daley Zucker Menton Miner & Gingrich, LLC, respectfully request this Honorable Court grant them leave to withdraw as counsel in the above-captioned matter. Respectfully submitted, DALEY ZUCKER MEILTON MINER & GINGRICH, J~ Date: $~~ /~ ~ By; ricia Carey Zucker, uire Attorney LD. #3733 1035 Mumma Roa ite 1 Wormleysburg, PA 17 3 (717) 724-9821 pzucker(a~dzmmglaw. com 2 VERIFICATION Upon my personal knowledge, information and belief, I, Patricia Carey Zucker, Esquire, do hereby verify that the facts averred and statements made in the foregoing Petition are true and correct. I understand that false statements or averments therein made will subject me to the criminal penalties of 18 Pa. C.S. A. § 4904 relating to unsworn falsification to authorities. Date: ~~ ~ ~O S CERTIFICATE OF SERVICE I, Patricia Carey Zucker, Esquire hereby certify that on this 6th day of August, 2008, a copy of the Petition for Leave to Withdraw as Counsel was sent via U.S. First Class Mail, addressed as follows: Joanne J. Baum 390 Crooked Hill Road Hummelstown, PA 17036 Executrix of the Estate of Catherine M. Juiffre Commonwealth of Pennsylvania Department of Revenue Bureau of Collections & Taxpayer Services P. O. Box 281041 Harrisburg, PA 17128-1041 By ~tricia Carey Zuc squire Attorney I.D. #37 4 1035 Mumma d, Sui 101 Wormleysburg, PA 43 (717)724-9821 pzucker(a7 dzmmglaw. com IN RE: Estate of JIUFFRE CATHERINE M ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2002-00949 RULE TO SHOW CAUSE AND NOW, this ~ day of , 2008, upon consideration of the attached Petition for Leave to Withdraw as Counsel, a Rule to Show Cause is being served upon the Executrix to show cause, if any, as to why this Petition should not be granted. Rule returnable ~~ days from service. All proceedings to stay meanwhile. I J. Distribution Patricia Carey Zucker, Esquire Daley Zucker Meilton Miner & Gingrich, LLC 1035 Mumma Road, Suite 101 Wormleysburg, PA 17043 Joanne J. Baum 390 Crooked Hill Road Hummelstown, PA 17036 Executrix of the Estate of Catherine M. Juiffre Commonwealth of Pennsylvania Department of Revenue Bureau of Collections & Taxpayer Services P. O. Box 281041 Harrisburg, PA 17128-1041 C7 `., J `: , -.' ,._> ._; ~_~ =; :~ -~~-o` ~r_, -+ r.. c-, a ti~ r. ~:- -~- W In Re: JIUFFRE, CATHERINE M. OVER DATE: JUDGE'S INITIALS; TIME STAMP DATE: IN RE: O~HANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA • NO. 02-0949 CERTIFICATE OF SERVICE OF ORDER ..,..P .................. SERVICE ~ ~ ~ ~""" TO: ATRICIA CA ............. JOANNE me ~YZUCKER ••,,••,•,•••,••••••,,,•,,• METHOD OF MAILING: ® USPS ^ RRR ^ HAND DELIVERED ^ OTHER -_ MAILED: 08/~ g ENVELOPES PROVIDED BY: ® PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT SERVICE TO: ~~"""'~~~~•~~•~ METHOD OF MAILING: ^ USPS ^ RRR ^ HAND DELIVERED ^ OTHER -~ MAILED: ENVELOPES PROVIDED BY: ^ PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT l/ ' epu~, Clerk of O ns' ourt Patricia Carey Zucker, Esquire Daley Zucker Meilton Miner & Gingrich, LLC 1035 Mumma Road, Suite 101 Wormleysburg, PA 17043 (717)724-9821 pzucker(u~dzmmslaw. com IN RE: Estate of JIUFFRE CATHERINE M -r s=~'~ -- _; - -~ __ ~3 ~. __ -.,~ ORPHANS' COURT DIVIS~N N COURT OF COMMON PL~~~ c.~ • CUMBERLAND COUNTY :' : ?~ ~ -- `~' ~v PENNSYLVANIA - '='i` c.~> ;;;~ co . ~'L ~~ NO. 2002-00949 ' `~' ~`~~ :~~~ ~ ~ .~J ~ ~' O 1'V MOTION TO MAKE RULE ABSOLUTE AND NOW, come the Petitioners, Patricia Carey Zucker, Esquire and Daley Zucker Meilton Miner & Gingrich, LLC, and respectfully represent: 1. The Petitioners are Patricia Carey Zucker, Esquire, and Daley Zucker Meilton Miner & Gingrich, LLC, who are presently counsel of record for the Estate of Catherine M. Jiuffre. 2. Joanne J. Maley n/k/a Joanne J. Baum is the Executrix of the Estate of Catherine M. Jiuffre. 3. On or about August 8, 2008, Petitioners filed with this Honorable Court a Petition for Leave to Withdraw as Counsel in the above-captioned matter. 4. On August 12, 2008, this Honorable Court issued a Rule to Show Cause regarding said Petition, returnable thirty (30) days from service. 5. A copy of said Rule was served upon Executrix, Joanne J. Maley n/k/a Joanne J. Baum, by way of distribution by the Court. 6. Joanne J. Maley n/k/a Joanne J. Baum has not responded to said Rule within the allotted time. WHEREFORE, Petitioners, Patricia Carey Zucker, Esquire, and Daley Zucker Menton Miner & Gingrich, LLC, respectfully request this Honorable Court make the Rule Absolute and thereby grant Petitioners leave to Withdraw as Counsel for the Estate of Catherine M. Jiuffre. Respectfully submitted, Date: September 15, 2008 By: DALEY ZUCKER MEILTON MINER & GINGRICH, LLC ~atricia Carey Zucker, Es Attorney I.D. #37334 1035 Mumma Road, S 101 Wormleysburg, PA 1 4 (717) 724-9821 pzucker(a~ dzmmglaw. com 2 CERTIFICATE OF SERVICE I, Patricia Carey Zucker, Esquire hereby certify that on this 15~' day of September, 2008, a copy of the Motion to Make Rule Absolute was sent via U. S. First Class Mail, Postage Prepaid, addressed as follows: Joanne J. Baum 390 Crooked Hill Road Hummelstown, PA 17036 Executrix of the Estate of Catherine M. Jiuffre Commonwealth of Pennsylvania Department of Revenue Bureau of Collections & Taxpayer Services P. O. Box 281041 Harrisburg, PA 17128-1041 I.D. #373 1035 Mumma Ro~, Siyrfe 101 Wormelysburg, P 043 (717)724-9821 pzucker ,dzmmglaw.com 3 n .~ ~; SEP ~ 91008 IN RE: Estate of JIUFFRE CATHERINE M ORPHANS' COURT DIVISION COURT OF COMMON PLEAS CUMBERLAND COUNTY PENNSYLVANIA NO. 2002-00949 22 ! ORDER AND NOW, this ~7 day of , 2008, upon consideration of the Petition for Leave to Withdraw as Counsel and any response thereto, it is hereby ORDERED and DECREED that Patricia Carey Zucker, Esquire and Daley Zucker Meilton Miner & Gingrich, LLC, are granted leave to withdraw as counsel of record in the above-captioned matter. BY T~IIE COURT: J. Distribution: Patricia Carey Zucker, Esquire Daley Zucker Meilton Miner & Gingrich, LLC 1035 Mumma Road, Suite 101 Wormleysburg, PA 17043 Joanne J. Baum 390 Crooked Hill Road Hummelstown, PA 17036 Commonwealth of Pennsylvania Department of Revenue Bureau of Collections & Taxpayer Services P. O. Box 281041 Harrisburg, PA 17128-1041 F. c_' ~ _ c _~ - _, , _, ca ,~ _~ _ ,_- _ . ~,,, - -, - ~,~ -, ~~, In Re: CATHERINE M. JIUFFRE ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 02-0949 ORDER DATE: JUDGE'S INITIALS: TIME STAMP DATE: 09/23/08 CERTIFICATE OF SERVICE OF ORDER IN RE: ORDER SERVICE TO: PATRICIA CAREY ZUCKER JOANNE J BAUM COMMONWEALTH OF PA DEPT OF REV METHOD OF MAILING: ENVELOPES PROVIDED BY: ® USPS ®PETITIONER ^ RRR ^ JUDGE ^ HAND DELIVERED ^ CLERK OF ORPHANS COURT ^ OTHER MAILED: 09/23/08 SRRViCF, Tn~ METHOD OF MAILING: ^ USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: ENVELOPES PROVIDED BY: ^ PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF 1ND1 V1DUAL TAXES DEPT,28060'I HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 010722 MALEI~' JOANNE J NKA 390 CROOKED HILL ROAD HUMMELSTOWN, PA 17036 ------- fold ESTATE INFORMATION: ssN: ~s~-42-x242 FILE NUME;ER: 2102-0949 DECEDENT NAME: JIUFFRE CATHERINE M DATE OF PAYMENT: 01 /02/2009 POSTMARK DATE: 1 2/31 /2008 couNTY: CUMBERLAND DATE OF DEATH: 07/18/2002 REMARKS: C;HECK# 4461 SEAL ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ S 100.00 TOTAL AMOUNT PAID: INITIALS: AJW REV-1162 EX~11-96) $100.00 GLENDA EARNER STRASBAUGH RECEIVED BY: REGISTER OF WILLS REGISTER OF WILLS -~ .~ Y ~~ ~ ~, ~ ~~ ~~ ~~ ~ ~~:a `~~ C' L ~ ~ ~~ ~ f ~,~~ ~ ~ ~~ }a ~ ~~~ ,~ ~~ Jw~~ ~.~3 -~~ . ;~ ;~ ~_:. ~' ~ ~~ ~ ~ '~ '~ Yx ~ ~~ '~ ,~ { ;~ a, ,~~ ~ >rv \ }'a ~ ~ Y `g-, i S1 1 ,r~ ~,,~''~='`' j,, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: BAUM JOANNE J 390 CROOKED HILL ROAD HUMMELSTOWN, PA 17036 REV-1162 EX(11-96) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ACN ASSESSMENT CONTROL NUMBER -------- fold ESTATE INFORMATION: SSN: psi-42-x242 FILE NUMBER: 2102-0949 DECEDENT NAME: JIUFFRE CATHERINE M DATE OF PAYMENT: 02/ 1 3/2009 POSTMARK DATE: 02/12/2009 COUNTY: CUMBERLAND DATE OF DEATH: 07/18/2002 N0. CD 010904 AMOUNT 101 ~ S 100.00 TOTAL AMOUNT PAID: REMARKS: SEAL CHECK# 4496 INITIALS: CJ RECEIVED BY: S 100.00 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL raxES ` INHERITANCE TAX INHERITANCE TAX DIVISION - `,'',,~TATEMENT OF ACCOUNT PO BOX 280601 _' HARRISBURG PA 17126-0601 2DC9 I: EEC 27 A~ I i I l 9 C~ER}<. OF ORFHAi~I`S COURT JOANNE J BAUM CUN~'~i~!_~~'.i`~~a CO.; ~A 390 CROOKED HILL RD HUMMELSTOWN PA 17036 DATE 02-17-2009 ESTATE OF JIUFFRE CATHERINE M DATE OF DEATH 07-18-2002 FILE NUMBER 21 02-0949 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND GO COURT HOUSE CARLISLE, PA 17013 NDTE: 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 C12-08) *** INHERITANCE TAX STATEMENT OF ACCOUNT *~* ESTATE OF JIUFFRE CATHERINE M FILE N0. 21 02-0949 ACN 101 DATE 02-17-2009 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: 03-21-2008 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID 12-31-2008 CD010722 .00 100.00 INTEREST IS CHARGED THROUGH 03-04-2009 TOTAL TAX CREDIT AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM.* BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM. FOR INSTRUCTIDNS. ) 5,224.22 100.00 5,124.22 1,850.56 6,974.78 -~ Ca,~ C)~ - i BUREAU OF COMPLIANCE DEPT 280948 HARRISBURG, PA 17128-0946 REV-159 CM AFP (D]/OS) DOCKET # Oq ' ~ ~~$ ~~ DATE Z ' ~ ~I ' v9 __ FEES ~q' dU COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA 2102-0949 NAME AND ADDRESS: ESTATE OF CATHERINE JIUFFRE DATE OF' llEATH: 07/18/2002 PROPERTY LOCATION: 2016 COLUMBIA AVE CAMP HILL PA ].7011 TO THE PROTHONOTARY OF SAID COURT: / i. PURSUANT TOTHE LAWF OF THE COMMONWEALTH OF PENNSYLVANIA, CER'T'IFIED l.`OPY Ol'' LILi'N THERE ISIffiREWITH TRANSMFITEO ACERTIF~D COPY OF LIEN loll t0 BE ENTERED OF REC ORD IN YOUR COIIN"1'Y. DATE OF CLASS OF TAX PERIOD ASSESSMENT IDENTIFYING TAX TOTAL TAX (OR DUE DATE) DETERMINATION NUMBER OR SETTLEMENT INH/EST 07/1S/2002 12/24/2007 2102-0949 $5,124.22 $7,022.50 n r~ (__~ ~ _-~ ^. ~ ~ .~ ].y, t t~ _ ~ _ ~.7 ' -q ( ~ ~ '~ ~ i fV '. !~ $5,124.22 $7,022.50 TOTALS FIWNG FEE (S) $19.U0 OS/11/09 INTEREST COMPUTATION DATE The undersignW, me S«rtary of revcnue (or M1is authorized delegate) of the Commonweahh ADDITIONAL INTEREST ainsnhe above namcd of a lien e d t o i b g e tme an correc c py s to ofPennsylveniq wnifes m raxpay« for unpaid tax, interest, additions or penalties thereon due from such taxpayer and which after demand for paymem thereof, remains unpaid. The amount of wch unpaid lax, SETTLEMENT TOTAL On n wani. n l,n rP r n $7 041 50 D e eommonww n en ar t mmrea,, aadiann: or penaines.a a ten.n r Yor R . , me,axparera propmr. re,l, personal or bom, as me oaae may ne. Failure to pay this liability by Certified Check or Money Order will result in the delay of issuing your Satisfaction. ~~ ~_ --~~ -~ SECRETARY OF REVENUE (OR AUTHORIZED DELEGATE) PART 3 -TAXPAYER NOTICE COPY MAR 0 3 2009 " J ' y h b ~ z` ;i c xox w-Ww+.- x „ n ~ - " ~ ' o u. u•m .a.-.w r ~. h t A L ~ a. .. S ~ i ' ~ c i N t Y 3 ( = L y H } ~. } D x L K v G U a ~ Y j . ~} [ ~) ~ z x h _ .. '1 G. 6 +( p C Y4 a [~ '~ w ~' ~ n s M1 x > w `" o "' 'u a - a ' - ~ m » , " ' ~~ * s ' , ,, ' a a r ac e ~ o q ' o ~ _ c C V 2 r _ h > Y r A ~ K Z ~~ 1 ~ q • r ! 4 ~. In u T N -_ n _ , ~: V 3 S Y } ~ F+ ' G ~ t I ~.. n m u r .. s a p ( m ' A 1 X [ r.. .. n .~ .i _ } e n Y Y 6 t~ a .. x i. .. ' " o x s v M a Y ~. ~ ~ t U ~ D f .r x m ~ u a ¢ a a ~ m a ~ ' ' i a ~ c Y Y :1 3 U J 3 `: ~ b i . u ~~ @ O y rn i" ~' l .: rv. 'J A p `. Yi; •;. BUREAU OF COMPLIANCE P.O. Boz 2ED948 HARRISBURG, PA 1'7128-0946 COURT OF COMMON PLEAS OF CUMBERLAND 2102-0949 NAME AND ADDRESS: TO THE PROTHONOTARY OF SAID COURT: nnsu.urt ro Tle uwa oe YID co,opxweuYn oe rclmar~v~wla D®PH mu~ewmin,wwrrm~aane®mrY Orua CERTIFIED COPY OF LIEN ro ee on®eo or •pmzo m vouz murcrr. aev~lsp CM1l ner lmros> i oR - /G»B l.tu~~ y~ ~ ~l9a~ ~~. ~~-('-~ e~ k~ts'83 r2.~'` a~io7~ COUNTY, PENNSYLVANIA ESTATE OF CATHERINE JIUFFRE DATE OF DEATH: 07/18!2002 PROPERTY LOCATION: 2016 COLUMBIA AVE CAMP HII.L PA 17011 DATE OF CLASS OF TAX PERIOD ASSESSMENT IDENTIFYDVG TAX TOTAL TAX (OR DUE DATE) DETERMINATION NUMBER OR SETTLEMENT INH/EST 07!18/2002 12124/2007 2102-0949 S5,124.22 57,022.50 C> ~ e ~ ~ - ~ ~~ I; ~ .~ Q ~ I r -,~ r -=~~: <<, ';:_-. , r- J/' l b ~':'] m F y IV -G TorwLS $5,124.22 $7,02250 FILING FE6 (S) INTEREST COMPUTATION DATF OSIII/D9 $19,00 M uMnpzal ds SarWy afrtvmpe to M1u awAodsd daleple) afdr CommpnreehM1 ADDITIONAL INTEREST M paavYlYenie. tatifie dw b4 tlve nd m,eq ropy ofa lim eyiti dw,bpve tired ~P b urryrd,n, o.eti. Wdliom a tiWlis IM1aaepn due 6dn,otli I.,m.yaY w whcR eda dentid br prynu+diwpf, ratiin, rmpid. TLe anu~v MwcM1 mpW mt Mars. d0iw upnsMiws ~ lim m Rvor oflli ronarotionE MPemYlrmua aP^^ SETTLEMRNT TOTAL ,he t~apeyer,e ~„Y,~~pl aya,M1, edK~~ya. $7,041.50 .- _ .... ,.__ SECRETARY OF REV ENUE (OR AUTHORIZED DELEGATE) MAY l 3 2009 DATE PART 1 - TO BE RETAINED BY RECORDDYG OFFICE Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 6/30/2G09 ZUCKER PATRICIA CAREY DALEY ZUCKER & GINGRICH LLC 1029 SCENERY DRIVE ~~ G:; HARRISBURG, PA 17109 -~ ~:; _ -~ -'~ c.~. -~~ ~' j -, ...,, - .:~ _N; RE: Estate of JIUFFRE CATHERINE M =~ ,~,, File Number: 2002-00949 - ~, c:;~ Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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 is due by: 7/18/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 6/30/2009 -~ ~_-~ - ~: __, MALEY .JOANNE J NKA ~ ~~ •,.._. ~' ' -=-_~ 390 CROOKED HILL ROAD t! HUMMELSTOWN, PA 17036 ~ `~ ~ -, ;:_~ -,- ~ ~> c, ~; RE: Estate of JIUFFRE CATHERINE M File Number: 2002-00949 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET N0. 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 is due by: 7/18/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~. Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Cumberlaizd County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 6/30/2009 '"? ~~ ~,-<-> ., ,- _; ._. BAUM JOAI~TNE J ~ -_- ~` 390 CROOKED HILL ROAD ^`" ~ f,~ - ~ HUMMELSTOWN, PA 17036 ''' .~ _.~- _,.. <.:. _ -i .~ C_7 a RE: Estate of JIUFFRE CATHERINE M File Number: 2002-00949 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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 is due by: 7/18/2009 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, V Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT BAUM JOANNE J 390 CROOKED HILL ROAD HUMMELSTOWN, PA 17036 tole ESTATE INFORMATION: SSN: isi-42-9242 FILE NUMBER: 2102-0949 DECEDENT NAME: JIUFFRE CATHERINE M DATE OF PAYMENT: 08/03/2009 POSTMARK DATE: 08/01 /2009 couNTY: CUMBERLAND DATE OF DEATH: 07/ 1 8/2002 REV-1162 EX(11-96) NO. CD 01 1563 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 5200.00 TOTAL AMOUNT PAID: REMARKS: CHECK# 4604 INITIALS: CJ SEAL RECEIVED BY: 5200.00 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS USA FIRST-CLASS FOREVER l' .~ ~t ~' ~~ ~ ~~~k } `': ~0~9 AUK -3 P'~ 12~ 44 :.~ :`~-~ _ ' ~~,, CLERK ~~ ~f SI ~ _ I i ~ ~. ~ ~ ~ CUti1~c~_ ~~~ , f/1 ,~ T .V~r - _ W ~> ~~ E'?:.. ~~ f ~} O ,:~.: n . ~ ~~/ c µ =',. N €~; ~"j / ~, `ti r~ ~ ~ l " _ a. r:~ ~~~ ~ ~ ~ O 4- ...+ f`" .~ ;~ `' w.F ~ ~ ~~ ~~~~ Y ~ J ` ~ ~ ~ ~~ ~ ~ ~ 0 ~ ~., l '`' ~;., ~ ~ ,;~ ~~ ~ ~ ~; J ~~ o ~ ~ ~ ~ ~ W oG V • -~ x0. v~ ~ o o ;, U ~; a /~~~/m~ 2 W In Re: Estate of JIUFFRE CATHERINE M ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2002-00949 ru o Q NOTICE OF FAILURE TO FILE STATUS REPORT ~ ~ . o ~ ?~"~ ; i~~n c'~ rr '6 ~ Personal Representative: MALEY JOANNE J NKA = ~~ ~ cn ~ i' , - ~~ C't7 -o c ~ Counsel for Personal Representative: ZUCKER PATRICIA CAREY ~~~ ~' 'p-i ~ Date of Decedent's Death: 7/18/2002 w _ c~o . The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel foc the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 8/5/2009 /~~~udQK°~L~~~,C!-L~/~b Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: Estate of CUMBERLAND COUNTY PENNSYLVANIA JIUFFRE CATHERINE M NO. 2002-00949 ~, o ca O ~° :;~ ~~ C ''i NOTICE OF FAILURE TO FILE STATUS REPORT ~'-' ~ ~ ~ ~ ; %- ":nom _. "~«t7 -v Personal Representative: BAUM JOANNE J ~-~2-'~ z - ~ _ Counsel for Personal Representative: ZUCKER PATRICIA CAREY a ~ Date of Decedent's Death: 7/18/2002 The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of W ills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. %pp/~~~~ ~J ~~ ~~ ~~ /~i,~L1G~L~tRG./~ Date: 8/5/2009 Glenda Famer Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File AUG. ~ 7 2AA~~ ORPHANS' COURT DIVISION IN RE: ESTATE OF COURT OF COMMON PLEAS OF JIUFFRE CATHERINE M CUMBERLAND COUNTY PENNSYLVANIA NO. 2002-00949 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE ',, Personal Representative: MALEY JOANNE J N °~ ~~ Counsel for Personal Representative: _,~~ ~ , ~ a ';, _~ ~ ~" Date of Decedent's Death: 7/18/2002 - ~ C , -' C ... l7 C '~ T C ~ ~ ~ i Date of Delinquency Notice:8/5/2009 v"~ W =, a o -- The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court in accordanice ~ , with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court . Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the . Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6! 12 , , Supreme Court Orphans' Court Rules was given on the above date and that the ten (]0) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 8/14/2009 /'I~~~K.~~i~ilp(J~04`L~b Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled December 7, 2009 at 11:00 am in Courtroom No.2. If the Status Report is filed prior to the mg te, the hearing will automatically be cancelled. v 1 Edgar B. Bayley, 1. ~' 0 Auc r ~ 2ooy ~ ~. ORPHANS' COURT DIVISION IN RE: ESTATE OF COURT OF COMMON PLEAS qF JIUFFRE CATHERINE M CUMBERLAND COUNTY PENNSYLVANIA NO. 2002-00949 NOTICE OF FAILURE TO FILE STAT US REPORT AND REQUEST TO COND CT A ~ HEARING PURSUANT TO RULE 6.12, RUL~., SUPREME COURT ORPHANS' COURT n C O o ~ Personal Representative: BAUM JOANNE J n v ! ~ ` '}i D~~ ~ Counsel for Personal Representative: T~,' ~«,~ _ --~ ~ ~ ~ :~ Date of Decedent's Death: 7/18/2002 ,,~~ ~ -, ~_ b w :; ` Date of Delinquency Notice: 8/5/2009 ~ The undersigned, Glenda Famer-Strasbaugh, Clerk of Orphans' Court, in accorda ce with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Cou Division, Court of Common Pleas of Cumberland County, that neither the above named ersonal representative nor the above named counsel for the personal representative have filed wit the Register of W ills or Clerk of the Orphans' Court his, her or its Status Report required by ule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule G.12, Supreme Court Orphans' Court Rules was given on the above date and that the ten (10) d y notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 t}~e Court is hereby notified of such delinquency and the undersigned requests that a Court conduct la hearing to determine whether sanctions should be imposed upon the delinquent personal ', representative or counsel for the delinquent personal representative. 8/14/2009 /~~~%~"~~s'.2L104c./ Date: Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled December 7.2009 at 11:00 am in Courtroom No.2 • If the Status Report is filed prior to th Baring da ring will automatically be cancelled. (` Edgar B. Bayley, J. \r~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION '} f"i~:(""^ ~~~ ~;TANCE TAX ~ ~ ';~'~'Ik'~~ I~1~'T OF ACCOUNT PO BOX 280601 HARRISBURG PA 17128-0601 } fl~ ~7tv t `L ~; ,E it REV-1607 IX AFP Q2-OB) ~~~9 S~~ ~ ~ ~~ ~~. ~~ DATE 09-08-2009 ESTATE OF JIUFFRE CATHERINE M DATE OF DEATH 07-18-2002 C(~Ry( QF FILE NUMBER 21 02-0949 QRPHRIty{S COURT COUNTY CUMBERLAND JOANNE J BAUM (;U'vj`~~~i~°a~JC~ ~(~., PA. ACN 101 390 CROOKED HILL RD HUMMELSTOWN PA 17036 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 1701 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 C12-08) *** INHERITANCE TAX STATEMENT OF ACCOUNT ~~~ ESTATE OF JIUFFRE CATHERINE M FILE N0. 21 02-0949 ACN 101 DATE 09-08-2009 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: 03-21-2008 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 12-31-2008 CD010722 .00 100.00 02-12-2009 CD010904 .00 100.00 08-01-2009 CD011563 .00 200.00 INTEREST IS CHARGED THROUGH 09-23-2009 TOTAL TAX CREDIT AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM.* BALANCE DF TAX DUE INTEREST AND PEN. ^ IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL DUE IS LESS THAN il, 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. ) 5,224.22 400.00 4,824.22 1,988.56 6,812.78 b9° COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17126-0601 RECEIVED FROM: BAUM JOANNE J 390 CROOKED HILL ROAD HUMMELSTOWN, PA 17036 REMARKS: JOANNE BAUM SEAL CHECK# 90372 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ACN ASSESSMENT CONTROL NUMBER TOTAL AMOUNT PAID: INITIALS: WZ RECEIVED BY: REGISTER OF WILLS REV-1162 EXI11-961 NO. CD 012055 AMOUNT 56,868.13 GLENDA EARNER STRASBAUGH REGISTER OF WILLS i ._ a ~., ';:' ~~ ~. N ~ F~ ,j ,. ,~ +~p ~,M M' i `, ~.___~.. ~: ~a~~: ~, ~~< ~a ~ ~o$~e~ ~~~~~~ &_, W o~ O ~ _ v ~ /' ~ _ ~ ©' ~ ~ O ~ ~ /~ U ~~ ~y D ,~ 0 ~;:i Z o ~ ,~ ~; J y - ~: Y ~ ~~ .,., ~ ~ ~ ~ ~;~ ~ ~ ~ .,., v~v v~ Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF ~~)~~ ~ pN~,, COUNTY, PENNSYLVANIA Name of Date of Death: "1- \ ~- ~`~ File Number: ~ \ h7 - Oqy~ 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 :.................... 1~'j Yes ~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ....... Yes ~ No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ....................... Yes ~ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts maybe filed with the Clerk of the Orphans' Court and may be attached to this report. Dare- 1 ` - 1 ¢,- 09 .~_ °` ~c- N Q t, ) v C ~,,a •• °- apaciPersonal Representative QCounsel ts_; ' ; - , ,__ ~`-_ N ~ f- ~ ~~ l OANN~ T ~A\ M _ - + -- C ~~ `-_7 ES.. p ~~ ~ 1 Nmne ofPerson F~Gng thu Form r_-: c~_ ~~_ . ~_~ - ~~~ _ o GS ` '__ ? ~_ - V (~,) LL Address L _ o T- - (V ~~~ -~ 'mil )` 1~ ._ Q Telephone Form RW-/0 rev. !0. /3.06 `k'~y~ Joanne J. Baum ' `' ° ~ ''' =' \ i ~~ 390 Crooked Hill Rd. Hummelstown~ PA 17036 _ .. _ `"y.,,. ~. .. ~.~~ ~~ µ~,.,. .,,~w,. n f ~` Q _.~ ~.C_ 1 } _-•-- _...!.__ _ y~~,_y "~ %' ~ ! i ,1~ ~_.._~ N,~ ~~~~ du~r avs~ ~ i~~~ S~ ~ ~RLt ~ C._. .~. "~+~ Q t' ~ s l~„ ~•"~" ~•-^.:•"••~•" ~1lli~~itlil~tltttt~lll~~tll~~tlllit~t~ittl~ti~#~tll3~itii!!!1 e 1, __~. ~3 s- ~ __ -.~ -~ ;_~ _ .~,._~ ~,:, BUREAU OF INDIVIDUAL TAXES pennsylvania ~ `f ~ .~.f ; ~:~~` , STANCE TAX INHERITANCE TAX DIVISION ~ DEPARTMENT OF REVENUE PO BOX 280601 ,SfiA'~'EM I!~T OF ACCOUNT REV-1607 EX AFP C12-09) HARRISBURG PA 17128-0601 .,'~ ~;.' ~, , ,~; ', ~ ~ : , 2~! 0 JAS L.7 A !~• 5U DATE ESTATE OF DATE OF DEA FILE NUMBER COUNTY ACN C 12-28-2009 JIUFFRE CATHERINE M TH 07-18-2002 21 02-0949 CUMBERLAND 101 Amount Remitted ~~~~t~ Q'Q~~~~L ~~~ r'''te T JOANNE J BAUM i('~, s`=%~ ' ` ~ ~'' `' `~~.~~r 390 CROOKED HILL RD ~ ` " ` HUMMELSTOWN PA 17036 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NDTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. BUREAU OF INDIVIDUAL TAXES ,~ ~~ L( k ,~ { ~ ~~ INHERITANCE TAX DIVISION ~ ` ~ ~ Mf ~;I TA N C E TAX PO BOX 280601 ~~:_,~,:; ~S~[~-TEM~'NT OF ACCOUNT HARRISBURG PA 17128-0601 " "~-' 01 ~ J;~ - 8 ~ ~ = 13 ~~ ~ _~,. C~~, _~ ._.~ JOANNE J BAUM - ~ ;~' j ~f., 390 CROOKED HILL RD HUMMELSTOWN PA 17036 DATE ESTATE OF DATE OF DEA FILE NUMBER COUNTY ACN Pennsylvania ~ DEPARTMENT OF REVENUE REV-1607 EX AFP C12-09) 12-28-2009 JIUFFRE CATHERINE M TH 07-18-2002 21 02-0949 CUMBERLAND 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To ensure 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 C12-09) **~ INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF:JIUFFRE CATHERINE M FILE NO.: 21 02-0949 ACN: 101 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMAR/YTOF•THE PRINCI~PA9 TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-21-2008 PRINCIPAL TAX DUE: 5,224.22 PAYMENTS (TAX CREDITS): PAYMENT DATE RECEIPT DISCOUNT C+) NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 12-31-2008 CD010722 02-12-2009 CD010904 .00 100.00 08-01-2009 CD011563 '00 100.00 11-30-2009 CD012055 .00 200.00 02-27-2009 LIEN FEE 2,033.50- 6,868.13 19.00 .00 TOTAL TAX PAYMENT BALANCE OF TAX DUE TOTAL DUE MAY INCLUDE APPLICABLE LIEN FEES AND/OR COLLECTION AGENCY FEES.* INTEREST AND PEN. TOTAL DUE * IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. 5,234.63 10.41CR .00 8.59 PAYMENT: Detach the top portion of this notice and submit with Your payment made payable to the name and address printed on the reverse side. If payment is for a resident decedent, make check or money order payable to: Register of Wills, Agent If payment is for a non-resident decedent, make check or money order payable to: Commonwealth of Pennsylvania Failure to pay the tax, interest, and penalty due may result in the filing of a lien of record in the appropriate county, or the issuance of an Orphan's Court citation. REFUND CCR): 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" CREV-1313). Applications are available from department's web site at www.revenue.state.pa.us, any Register of Wills or Revenue District Office or from the department's 24-hour answering service: 1-800-362-2050; services for tax pavers with special hearing and/or speaking needs: 1-800-447-3020 (TT only). ,- ».«, a ..~..p.:.a...~, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 012284 BAUM JOANNE J 390 CROOKED HILL ROAD HUMMELSTOWN, PA 17036 -------- fold ESTATE INFORMATION: SSN: 181-42-9242 FILE NUMBER: 2102-0949 DECEDENT NAME: JIUFFRE CATHERINE M DATE OF PAYMENT: 01 /27/2010 POSTMARK DATE: 01 /26/2010 COUNTY: CUMBERLAND DATE OF DEATH: 07/ 1 8/2002 REMARKS: CHECK# 4728 SEAL ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 58.59 TOTAL AMOUNT PAID: INITIALS: JN REV-1162 EX(11-96) 58.59 RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS "..,' pennsylvania ' ~~`~~~~~ ~"~ DEPARTMENT OF REVENUE I N~ E R I TAN C E TAX REV-1607 EX AFP clz-o9I BUREAU OF INDIVIDUAL TAXES .-- INHERITANCE TAX DIVISION ~~ r~ $ TATPM E N T O F AC C O U N T PD BOX 280601 ~ - ~ -- HARRISBURG PA 17128-0601 _ - - ~. - _ - E 02-16-2010 ?~10~~~ ~9 ~tii ~: !6 JOANNE J BAUM (JC,~r' '' '~'~'~~ _, ~Q 390 CROOKED HILL rf1D°~` HUMMELSTOWN PA 17036 REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. CUT A ~ON~ THE S~LIN~~ 09~ ~~~~~~ RET ~~N~ LOWER~PORTION~~ OR~YOUR~ R ~~ORDS~~~~~~ ~~~~~~~~~~~^^^^^^^.^. REV-1607 EX AFP (12 *** INHERITANCE TAX STATEMENT OF ACCOUNT *~* ESTATE OF:JIUFFRE CATHERINE M FILE N0.:21 02-0949 ACN: 101 DATE: 02-16-2010 THIS STATEMENTCAROONDOF ALLRPAYMENTS~,STHE CURRENTTBALANCEINANDE IFMAPPLICABLE,BALPR JE TED INTEREST FIGUREI.NCIPAL TAX DUE, A~~LI DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-21-2008 5,224.22 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS: RECEIPT DISCOUNT C+~ PAYMENT DATE NUMBER INTEREST/PEN PAID C- ~~~ SUMMARY OF ALL 005 PAYMENTS *** 2,033.50- 01-26-2010 19.00 02-27-2009 LIEN FEE TOTAL DUE MAY INCLUDE APPLICABLE LIEN FEES AND/OR COLLECTION AGENCY FEES.* DAT ESTATE OF JIUFFRE CATHERINE M DATE OF DEATH 07-18-2002 FILE NUMBER 21 02-0949 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: AMOUNT PAID 7,276.72 .00 TOTAL TAX PAYMENT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 5,243.22 19.000R .00 .00 ~ IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. .-~ IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM ~ FOR INSTRUCTIONS.