HomeMy WebLinkAbout03-06-07
Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF C v......b(J \C\~~
COUNTY, PENNSYLVANIA
Name of Decedent: ~ D r-:\ ~ ~
Date of Death: ~ I '1/ a <;
G- \'Q ,,-\
File Number: ~()O ~- () 03. 0 <i
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 ofthe estate is complete: . . . . . . . . . . . . . . . . . . .. li Yes D No
2. lfthe 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? . . . . . .. gJ Yes 0 No
S,<.e. Q.-<..\()..(t~
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account
infomlally to the parties in interest? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. I!5aYes 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 report. .s ~t... ~""'eJ u~t ~
Dace ~)~{Ol
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'----.::J --- ) - - ____
Signature of Person Filing this Form
Capacity: gjPersonal Representative 0 Counsel
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Name of Person Filing this Form
~ l D \ \.,J <\ \\ ''''C}\ 0 ('" ~ \..V ""(
Address
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Telephone
Form RW-10 rev. lO.fJ06"
r^J
12-19-2005
GRANT
03-04-2005
21 05-0309
CUMBERLAND
101
APPEAL DATE: 02-17-2006
( See reverse side under Objections)
Amount Remitted I 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 +-
REv:is47-Ex-AFp-coj:osj-NoTlcE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANcE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JOANN FILE NO. 21 05-0309 ACN 101
jf~,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JAMES GRANT
6107 WALLINGFORD WAY
MECHANICSBURG PA 17050
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ESTATE OF
GRANT
REV-1547 EX AFP (06-05)
JOANN
TAX RETURN WAS: I X) ACCEPTED AS FILED
CHANGED
DATE 12-19-2005
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate ISchedule A)
2. Stocks and Bonds ISchedule B)
3. Closely Held Stock/Partnership Interest ISchedule C)
4. Mortgages/Notes Receivable ISchedule D)
5. Cash/Bank Deposits/Misc. Personal Property ISchedule E)
6. Jointly Owned Property ISchedule F)
7. Transfers ISchedule G)
8. Total Assets
(1)
(2)
(3)
(4)
IS)
(6)
(7)
136,400.00
.00
.00
.00
39,144.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses ISchedule H)
10. Debts/Mortgage Liabilities/Liens ISchedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts ISchedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
5,571.00
9.780.00
(11)
(12)
(13)
(14)
NOTE: If an assessment was issued previously, lines
reTlect Tigures that include the total oT ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate lIS)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
175,544.00
15.351 00
160,193.00
.00
160,193.00
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 x 00 =
160,193.00 x 045=
.00 x 12 =
.00 x 15 =
(19)=
DATE
10-13-2005
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
+
AMOUNT PAID
7,208.69
NUMBER
CD005898
PAID (-)
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATIDN OF ADDITTONAI TNTFRF~T
.00
7,208.69
.00
.00
7,208.69
7,208.69
.00
.00
.00
CAj
T~ TnTAI nll~ TC"' DI:~I rrTl:ft ...... a ..""..._......_.. ...__...
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
Estate of Jo Ann Grant
Statement of Funds
~..,.i''''~ ~
. ". '...... eir '~'i\!i~,'t"". ,'. i~if"'",,,.
.. .... ..';1."",.'",_, ,~:&"&\;;f~""," -"'.i
.".,:.,....,.'.:-:,"~..'..,.f.<c:r;\.!,'_,:.,",.._.:,.;,:",'Y':..e.,,' """"~_,,,,,,,,,,,,,,,"',,,IF ,....., ..~
'\2 -\ \ <.. f'J&......___~.~=-,~~
Description Amount Balance
Sale of Home 132,504.35 132,504.35
Register of Will (PA Inhert.Tax) (7,208.69) 125,295.66
PA income Tax (Jan-Feb05) (8.00) 125,287.66
Register of Wills-Filing Fee (15.00) 125,272.66
Deposit of Prudential Money Market 23,059.73 148,332.39
Amount to be Disbursed
Amount to be Disbursed
Held in Account for unforseen liabilities.
Will be disbursed evenly among 3 siblings in one year
Garrett Foxx
Glenn Foxx
Grant Foxx
Alexa Grant
Anthony Lauro
Chad Lauro
Isabella Lauro
Justin Lauro
Total Grandchilren Disbursement
Amount to be disbursed to siblings
Barbara Grant F oxx
Karla Grant Lauro
James Grant
Total disbursment to siblings
22:1 i,;Jc 9-~"
(12,000.00)
(1,000.00)
(1,000.00)
(1,000.00)
(1,000.00)
(1,000.00)
(1,000.00)
(1,000.00)
(1,000.00)
(8,000.00)
42,777.47
42,777.46
42,777 .46
.'-', ,""
'V
128,332.39
148,332.39
148,332.39
136,332.39
128,332.39
128,332.39
128,332.39