HomeMy WebLinkAbout94-00222
STATUS REPORT UNDER RULE 6.12
Name of Decedent I -:JO ') ff~ L ' 07"'~/"",~ I JIt-
Date of Deathl 1~(z.'/,l?l
Will No.
Admin. No. 19 7G/ - ()O z,..z- 'Z:
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 estatel
1. State whether ad~istration of the estate is complete I
YeEl NO=-.iZ
state when the personal
that the administration will be
2. If the answer is No,
representative r~onably believes
crJmpletel ~3cP '1illl'
3. If the answer to No. 1 is Yes, state the followingl
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 iSI
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
~,1U
S acure
.5Q..!ji/I1) f? - ~tt He!".'-
Name (flease type or print)
-PO 6t1 88
Addreos
("717) 70? II 11
Tel. No.
Datel S~ Zf//Cft6
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)irM'>011/1~ I7I~t
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CapacitYI _____Personal Representative
~nsel for personal
representative
(MAH IrmU AM3)
,1-1- I (}/., -- ,}
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
REV,llOO EX. 111..11
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COMMONWEAlTH OF PENNSYlVANIA.
DEPARTMENT 01 REYINUE
om, 280601
IlARRISIURG. PA 17128,0601
. N AsT. fiRST, AND MIDDlE INITIA\j
.f-
.0. DAIII O' DIATH A"I. 12/31/91 CHICK HUI
IP A l'OUIAL
POVI.TY CliO" II CLAIMID 0
PILI NUMii..----- .--
:"/
II/I
YEAR
. .~)f;)'")
NUffiBER
Rayhart, Joseph L., Jr.
SOCIAl SECuRiTi'NUMifR'"-"-jDAffOTOEAlH-lD.{j[ OF BIRTH
143-46-2366 12/22/93 2/1/54
. ..
xliI. Original Relurn [] 2, Supplemenlal Relum
2118A Newville Road
Carlisle, PA 17013
Cumberland
[J 40, Fulure Inl""' Camplomlll
(far dalll of doalh oh" ',2.12.821
[] 6. Docodonl Died To.lalo [J 7. DlCodenl Malnlalned a L1,lng Tru.t
IAttach copy of Will) (Attach copy of Tru'll
ALL C:O...SPONOINCI AND CONPlDINTIAL TAX INPOIMATION 'HOULD II DIIlCnD TO,
NAME MAN Oiess
Joseph L. Rayhart, Sr. c/o Barbara Rayhart
I PH N NUMI[f' 437 East King street
Shipponsburg, PA 17257
Counl
[] 4. lImltod E.lalo
_..l_ 717 I
530-8077
I. Rool E.lato (Schedulo AI I 11 '___":-__"___h"_'''_''_'_
2. Slack. and 80nd. (Schedulo B) I 2) __._.__.._....__
3. Clollly Hold Slock/Partno"hlp InlerllllSchodulo C) (3) __---=-____.........
4. Mortgago. and Naill Rocol,oble (Sch.dulo D) ( 4) ..___._..'=___.._...___
5. Ca.h, Bank Dcpo.III & MI"ellalleoUl P."onal Proporty( 5) _._2..L<Ul..L..l Q._._._...
(Schodule EI
6. Jointly Owned Properly (Schodulo fl I 61 .....---=________.
7. Tran.fo" (Schedulo G) ISchedulo 1I I 71 ..__..-=-__.___.._
8, T 0101 Grall Allol. (Iotalllnll 1.71
9. Funeral Expe"o., Admlnhlratl,o Co,", MhcollanooUl ( 91 _..2/.4 3 3 .JL4...._
E'pon.o. (Schodulo PI
10, Dobll, Morlgago llabllltlo., llo", (Schodulo II
11. Total ooduction. (Iolalllno. 9 & 10)
12. Nol Valuo of Ellato (IIno 8 minu.llno 111
13, Chalilablo and Go,ommonlal BoqulIII (Schodulo JI
14, Nil Valuo Sub oct 10 To, (IIno 12 mlnu.llno 13)
15. Amount of IIno U to,able 01 6% ralo
(Includo ,alulI from Schodule K 0' Schodulo M.I
16. Amount 01 line 14 la,ablo 01 15% ralo
Ilncludo ,a lUll from Sch.dulo K or Schodulo M.I
17, Principal la' duolAdd to, from IIno 15 and from IIno 16,)
1 B, Credil. Spou.al Povo,ty Credll Plior Paymonl' oi"ounl Inle",1
.-............... + ...-........... +.-.---..... - ...----..-......
19, If IIno lB h groator than IIno 17, onlor Iho dlllo,onco on IIno 19, Thl. h Iho OVERPAYMENT.
aD
20. If IIno 17 h greoll' Ihan lino lB, onlor tho dlll.ronco on lino 20, Ihh I. tho TAX DUE,
A, Entor Ihe Inlorlll on Iho balanco duo on lino 20A.
B, Enter Ihe 10101 of IIno 20 and 20A on lino 20B, Thi. I. Iho BALANCE DUE.
Make Choc~ Pavablo '0' Rosl.ler ., Will., Ason'
.. II I U TO AN.WII AU QUUTlONI ON IlIV.... IIDB AND TO IICHICK MATH....
Under penahl.. of perjury, I dlclar.thall ave uamlned ,hi, return, Including accompanying Ichedulll and tlalem.nll, and 10 the be.t of my knowledg. nnd b.llef,
II II hu., carree! and campl'I', I d,c1are Ih tall r.al Gllale hen bun r.ported ullrue marktl value, D.c1aratlon of propar., olhlr than lhe pltlonal r'prtlenlall...1 II
bCJl~d. II Information of which prep~~hrwl.dOI, ,I ----r? ~J...)
Ii N-M~~E';,rtONII~I~.~~r~ u_'OO(~J~;-'1} 1(;~0:yJ'i/;;;;;t:~{:~t'9./9'Y~~-
( liO,r"" Rf'6r~t[PAIiffOfHl1TI['7"EPm!NfAtiV[' '--~.jjlirtl'!c.._......iL; .......L.~(J.._,_.-J:{..b-~_LCf.p...:z.~J,..Z bArr- ---..........-(.. n___..
z
o
i
(10)__.-
1.I 3.
[15,
Romaindor Rolum
(for dolo. of doalh prior Ie 12.13.B21
foderal E.talo To,
Rolum Roqulrod
10101 Numbor of Sofo Oopa.1t Bo,"
_B,
,
~
, '"t';
:rJ
,\,')
,,'
on
1'_-'
I.JJ
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'.,1
"
2,407.30
( 8) ..._.._.____
(111 5,433.84
1121 ___1.3..,..Q.2.6....5_41_.._._
(13) _.._-=--_____
(14) L:i,..o.2.6..5..4.l...
(15) __..___....__..__.M .06" 0___.._
(16) _._..___........__.._..M ,15. ..--.___0-._.__._...._.._
C1I1'(~ Ilf'll' .f you cm' Il'(IU('\IIII(1 II d.Il/lId ~ll yoU! UVl'lllIIy"U'nl
o
(17) ....._.___.__
11BI.._____._____
o
(191 -...___._....__...._.__
o
(20) _.__..____.___.
(20A! ..________._
120B) n........._..lL.__.....__
. ,
''''UIIIX+V..,
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COMMIlNWIAlIH 0' PENNlnVANl1.
INHERIIANCI TAX RETURN
RIIIOINT OICEOINI
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
ITEM
NUMBER
DESCRIPTION
1994-00222 PA File No. 2194-
--U2 2 2
AMOUNT
A. Fune,al Expent"l
1.
Ewing Brothers Funeral Horne
$5,233.00
B. Admlnlttlatlve Catlll
1. Pellonol Repretenlollve Commlulont
Social Secullty Number of Penonol Repletentatlvel
Yeol Comml..lonl paid
2. Attorney Fee,
3. Family EKemptlon
Claimant Relatlon.hlp
Addre.. of Claimant at decedent', death
Stilet Add,e.. _
City State Zip Code
... Probate Fee,
C. Mleeellaneaue Expen.l..
1. Cumberland County Law Journal 40.00
2. Carlisle Sentinel 68.,94
3. Cumber.land County Register of Wills 48.00
... H&R Block - Tax Preparation 44.00
5.
6.
7.
8.
TOTAL (Alia Int., an IInl 9, Recapitulation) $ 5, 433 . 84
(If mort .pac.'e "1Idld, InNrt additional eh,,'1 of .am. .1...)
lS-' /?{).Jj
BUREAU OF INDIVIDUAL TAHES
lHtlERIfAHCE TAX DIVISION
OErr. 280601
IiARRlS1U::Q, PA 171:!S-060I
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAH
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAM
12-02-96
RAYHART
12-22-93
21 94-0222
CUMBERLAND
101
AMount R'Mlt~
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 11013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
il iV: isii'i. iie""A;: ii "fiiF 9&"1" Ncifi c r'o F. INliEil"if AilC!. 'fAx' iiP' jiilii i SEi-tE' NT ~.. A r. r6wAN.C!. iili .....".."."....""
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JOSEPH L FILE NO. 21 94-0222 ACN 101
DATE
ESTATE OF
DATE OF DEATH
. FILE NUMBER
COUNTY
ACN
JOSEPH L RAVHART SR
CIO BARBARA RAYHART
431 EKING ST
SHIPPENSBURG
PA 11251
ESTATE OF
RAVHART
TAM RETURN HAS I I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
I, R..I E.t.t. ISoh.dul. Al
2, Stook. and Bond. ISoh.dul. BI
3, Clol.ly Hlld Stook/P.rtnlr.hlp Int.rl.t ISohldul. CI
4, Horta'a../Notl' Rlo.I..bl. ISohldul1 DI
5, CI.h/Blnk Dlpo.lt./Hllo. Plr.on.l ProPlrty ISohldul1 EI
6, Jointly O.nld Proplrty ISoh.dull FI
7, Tr.nlhr. ISohldul1 01
B, Totol A...to
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Fun.r.1 Expln.I./Ad.. Co.t./HI... EXPln... ISoh.dull HI
10. Dlbtl/Hortg'al LI.bllltll./LI.nl ISoh.dull II
II. Totll Dlduotlon.
12. H.t Vllul of T.x R.turn
13. Ch.rltlbl./Oo.lrn..nt.l BlqU.ltl ISohldul. J)
14. N.t Vllu. of E.t.t. Subjlot to T.x
If In a.....m.nt wag i..ued pr.viou.ly, 1in..
reflect figure. that includ. th. tot.l of ~
ASSESSMENT OF TAXI
15. AMount of Lln. 14 .t Spou..1 r.t. 1151
16. AMount of Lln. 14 t.x.bll It Lln..I/CII.. A r.t. 1161
17, AMount of L1nl 14 toxoblo .t Coll.torll/CI..I B r.to 117)
18, Pr!nolp.1 T.x Du.
NOTE I
TAX CREDITSI
PAYHENT
DATE
RECEIPT
NUHBER
DISCDUNT 1+ 1
INTEREST I-I
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I I CHANGED
III
121
131
141
151
161
171
.00
,00
,00
...J!1.
2.401.30
.00
.00
181
c,*
lIHltl'I"'lfMII
JOSEPH
L
(9)
(10)
5,433.84
.00
1111
1121
1131
1141
DATE
12-02'96
NOTE, To In.url proplr
credit to your account,
lubMlt tho upplr portion
of thh for.. with your
tax p.y..nt,
2,401.30
~ .4B 84.
3,026.54-
.00
3,026.54-
14, 15 Ind/Dr 16, 17 .nd 18 will
return. .......d to d.t..
.00 H ,00.
.00 H ,06.
.00H,15.
118)
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
,00
,00
.00
,00
.00
.00
IF TOTAL DUE IS LESS THAN U, NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE DF THIS FDRH FOR INSTRUCTIONS. I
(,0 ".I ,\1
~.~ W',' Tl ;J
1-"
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I
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( ~:I
RESERVATION I Elhtu of dle.dlnts dvlnQ on or h,fon Dlulbt, 12, 1"2 .. If any future Internt In the ut.t. 11 trlnl'erred
In po.....ton or .nJov..nt to Cl... I (ooUltlrlU bln.flaler,t.. of thl dle,d'nt .'t,r thl Ixplr.Uon of .ny ut.t. far
l1f, or for Y.Ut, thl Co..onwlIlth h.r,bY IMPr...h ,,"rUII the right to tlppr.lt, and a..... tranlter Inh.rltlnol TlNII
It the hwful ell.. a (ooll1t1r,l) rlt. on .nv ,uah future lnt.rllt.
PUAPOlIE Of'
NOTICE I To fulfill the r.qu)r..,"'. of Seotlon 2140 of thl Inherltlnol 'nd Elt". 11M Aot, Aat 2Z 0' 1991. 72 P,S.
Seotlon lUG,
PAYHEHT,
O.tleh the top portion of tnil Hotlllllnd tub.1t wUn your plYllnt to the Ruhter 0' Willi printed on the r,vlr" ,td,.
--H.k. <hock or .on., ord.r p.,.bl. 101 REOlBTER OF HILLB, AOENT
All plv..ntl rUllv.d ,hall f1r1t bt IlppU,d to Iny int.rut whloh 1Il'~ b. due Kith any r"'lndtr appll,d to thli taM,
REFUND (CR)I A r.fund of . tlK cr.dlt, whloh w,. not r,qu..t.d on the Ta. Rlturn, ..y b. r.qu..t.d by cOlpl.tlng In "Appllo.tlon
for R.fund of P.nntYlv.nla Inhultlnce Ind Ettllt, Tu" (REV-UU)' Appllcatlont IIr. IVlllabl' at the Offlca
0' the Rlgl,tar of Willi, anvof thl 2S Rlv.nul Olltrlot O"IC'I, or bv cIlllnm the ,plolel 24-hour
,nlwlrlng ,.rvlcl ~b.r. 'or 'or.. ord.rlngl In Plnn.ylv'nl~ 1'800.562.20S0, out'ldl P.nn.vl~anl. and
within lou1 Hlrrhbur; .ra. (717) 787-8094, TOOl (111) 712-2252 (Hllrlng !lp.lr.d Only),
OIJECTlONSI Anv Plrb In intlr..t not ..thftld with thl Ippr'I....n\, al1owlne. or dhaUowarlol of dld\lotlonl, or l"IUMn\
of ,t'll <Including dhcount or Interlltl II 'hown on thh Notice IU.t obj.ct withIn .hctv (faO) d.ve of r,ollpt of
thh NoUOI bVl
~~wrltt'n protllt to thl PA Olpartl,nt 0' R.vlnul, loard of APPII1I, C.pt. 211021, H.rrhburg, PA 17121.1021, on
..til.oUon to hi'" the ..tttr det.relned .t audit 0' the aocount of the par.onll r.prellnt.tlve. OR
....pp..1 to the Orph.n.' Court,
ADMIN
IITRATlYf
CORRECTIONS I
Flotull Irror. dl.covlrld un thl. ........nt 'hould b. Iddro...d in writing tOI PA D.plrt..nt of R.v.nu.,
Bur.au of Indivldu.1 Ta.II, ATTNI Po.' A.......n' R.vl.w Unit, D.pt. 210601, Hlrrltburg, PA 17121.0601
Phon. (717) 1a7-6SOS, SII pIg. S of the book lit "In.tr,ucHon. for InhldtMel Tlx Rtturn for t Ruld.nt
Otc.den'" (REV-nOD for an .MPlantUon 0' Id'lnhtratlv.tv corrlct.hll .rrort.
OISCCHJHTI
If .nv till dut I' ptld within thr.. (31 c.l.ndar 1I0n'h. .ft.r 'h. d.cldent'. dllth, I flv. per.c.nt (S:U di.count of
the t.. Plld I, .110wld.
PEHALTY,
Thl lS~ tlM ..ntttv non.p.rtlclpltlon Pln.ltv J. oo.~ut.d on th. totll of 'h. tlX Ind Int.r'lt .......d, and not
Plldb.fore Januerv 18, 1996, 'h. flut dlY aHer 'h. .nd 0' 'hi taM a."lIh parlod, Thlt non.ptrtlolp.Uon
Pln.ltv i. apP.Ilabl. In thl .... ..nnlr and In 'h. 'h. .... tl.. p.rlod .. yOU would 'PP'II 'h. 'Ill Ind Int.rl.t
thlt hi' bltn .......d I' Indiclt.d on 'hi. no'lo..
IHTEREST I
Int.r..t It charg.d bllllnnlng with flut dlV of d.linquency, or nlnl (9) 'OOUlI and on. (I) dly 'rol the rlat. of
dlt'h, to 'hi dlt. 0' ply..nt. TIM" whl13h blc... d.llnqu.n' b.for. J.nuary I, 1912 bltr In'lrllt .t 'h. r.'e of
.he (6~) ptrelnt p.r aMU' flI1cul."d a' a dalh rlt. 0' .000I6~. All \a.1I which b.oa.. d.Unqulnton .nd .ftlr
J.nuarv 1, 1982 will bur lnter..t '1'1 rate which will v.ry frol ul.nder yur 'n cehndar Vllr with th.t r.'.
announcld by 'h. PA O,plr'..n' of AI".nUI, Th. appllcabll In'.r..t r"I' fcr 1982 through 1996 ar'l
'!!!l: In'.rut A.,. Oath In'''..' Flo'or X!!.r Intlr..' A.tl .ell} \I In'er..' Flctor
\912 lOX ,000&48 19S7 9:1. ,000147
1915 16X ,OOO4lS 19S8-1991 IIX .000101
1984 IIX .noom 1991 9X .0001\7
19a5 UX ,000lS. 1993'199~ 7% .000191
1986 lOX ,OO027~ 1995.1996 9X .000247
.-Int.rllt Is a.loulltld .. follnw'l
INTEREST . BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Anv Hotlc. 1"Utd ,".r 'ht 'a~ bleo... d.llnquent will r.fl.c' .n Int.r..' calcull'lon to flft..n (IS) day,
blvond th. dltl of thl .....o..n', If ply..n' I' ..Id. aftlr the In'lr..' co.put.'lon da'. .hoNn on thl
Natlc., .ddltlcn'l Interll' ,u" bl ollcuh,.d.