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INRE: ESTATEOF
WILLIAM JOSEPH MACDONALD
: IN THE COURT OF COMMON PLEAS
: OF CUMBERLAND COUNTY
: ORPHANS' COURT DIVISION
: No. 1083 of 2005
: Estate File No. 2005-01083
STATUS REPORT UNDER RULE 6.12
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to
completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal representative reasonably believes that the administration
will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No X
b. The separate Orphans' Court No. (if any) for the personal representative's account is: N/A
C. Did the personal representative state an account informally to the parties in interest?
Yes X 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.. . ed to this report.
Date: February 11, 2007
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IN RE: ESTATE OF
WILLIAM JOSEPH MACDONALD
: IN THE COURT OF COMMON PLEAS
: OF CUMBERLAND COUNTY
: ORPHANS'. COURT DIVISION
: No. 1083 of2005
: Estate File No. 2005-01083
RECEIPT, RELEASE, AND
INDEMNIFICATION AGREEMENT
I, JOYCE MACDONALD, sole beneficiary of the ESTATE OF WILLIAM JOSEPH
MACDONALD, do hereby acknowledge receipt of a check in the amount of TEN THOUSAND SIX
HUNDRED FOURTEEN DOLLARS AND FIFTY-NINE CENTS ($10,614.59), in distribution of the total
sum to which I am entitled, from the ESTATE OF WILLIAM JOSEPH MACDONALD. I further
acknowledge receipt of the attached Schedule of Distribution that sets forth the complete listing of
distribution of the assets of the ESTATE OF WILLIAM JOSEPH MACDONALD.
I hereby release Brett William MacDonald, Esquire, from any and all further liability associated
with the ESTATE OF WILLIAM JOSEPH MACDONALD.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this 7th day of FEBRUARY,
2007.
EXHIBIT A
ESTATE OF WILLIAM JOSEPH MACDONALD
FIRST and FINAL ACCOUNTING
TOTAL ASSESTS:
1. Americhoice FCU # 140 Share 01
2. Americhoice FCU #140 Share 02
3. Americhoice FCU #140 Share 13
4. Americhoice FCU #140 Share 18
GROSS ESTATE VALUE:
ESTATE LIABILITIES/EXPENSES:
1. Funeral Expenses
A. Myers Funeral Home
B. Gingerich Memorial
C. St. John's Cemetery
D. St. John's Church-Memorial
E. St. John's Church-Food
2. Probate Fees
3. Estate Notice
A. Cumberland County Law Journal
B. Patriot News
4. Americhoice VISA
5. Americhoice Check #841
6. Dental bill
7. Holy Spirit Hospital
8. Lincare
9. Central P A Pulmonary
10. Central P A Pulmonary
GROSS LIABILITIES/EXPENSES:
NET ESTATE VALUE:
$ 377.13
$ 2,110.50
$ 150.72
$19.117.45
$ 21,755.80
$ 4,992.00
$ 1,900.00
$ 500.00
$ 1,000.00
$ 350.00
$ 74.00
$ 75.00
$ 187.02
$ 675.76
$ 125.00
$ 84.00
$ 941.60
$ 49.71
$ 127.72
$ 59.40
$ 10,141.21
$ 10,614.59
$10,614.59 x 0.0% (inheritance tax rate) = $0.00 tax due
...
EXHIBIT 13
ESTATE OF WILLIAM JOSEPH MACDONALD
SCHEDULE OF DISTRIBUTION
1. Joyce MacDonald (100% of estate proceeds)
$ 10,614.59
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
DF DEDUCTIONS AND ASSESSMENT OF TAX
*'
REV-1547 EX AFP (06-05)
DATE 01-15-2007
ESTATE OF MACDONALD WILLIAM J
DATE OF DEATH 12- 06 -2005
FILE NUMBER 21 05-1083
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-16-2007
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REY:is47-Ex-AFP-C03:osj-NoTlcE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MACDONALD WILLIAM J FILE NO. 21 05-1083 ACN 101 DATE 01-15-2007
BRETT WILLIAM MACDONALD
2530 N 2ND ST
HBG PA 17110
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
Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
21,755.80
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
(8)
21,755.80
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(9)
9,078.02
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 2.063.19
11. Total Deductions (11)
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
14. Net Value of Estate Subject to Tax (14)
11.141 ?1
10,614.59
.00
10,614.59
If an assessment was issued previously, lines 14, 15 and/or 16, 17. 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS'
NOTE:
(15)
(16)
(17)
(18)
10,614.59 X
.00 X
.00 X
.00 X
00
045 =
12 =
15 =
(19)=
.00
.00
.00
.00
.00
PAYMENT 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 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.)