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PETITION "'OR GRANT OJ" u~rn.:RS 0... AI>MINISTRATION
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Rc~i'lcr of Will, 1m Ihc,
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Thc (lclilionof Ihc lllldcr,i~ncd rC'(lcclflllll' 'c(lrc'cnl' Ihal:
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Your (lClilioncrN, who i,/arc IN ycar' of iI~C or oldcr, a(lI'IJ':~'c:____,_ for kilN' of lIdminimalion
,_____ __'u "_~______'_' __________,_____'__ on Ihc eSlllle of
ld.h.n.; pcmknh.'llll'; \lllIlllllC ilhwlllla; dur.lI11t' 1l111l,11l1.lh'l
Ihe lIbove dccedenl,
Dcccdent was domiciled ,al dealh in C "'..:.:..)__ \, _ " --,'C7;~-:T- C~llllllY, PC,nns~'lvania, Wilh
h l'r- laslfanlllyorllrlnClpalrc\ldcncCal_,,__L-..':...-_r.~ I f, ....~! /. f. (l,..{,.).
lIi!tl HlU'l'l, nurnhl'r, TW(J. 'or Born. I
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Dcccdenl,lhen.'" .~., years of age, died '__I " ' ,J i
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Decedent al death owned property with eSlimated values as follows:
(If domiciled in Pa,) All (let\onal(l1ll(lCrty
(If not domicilcd in l'iI,) Pcr'onal(lrll(lcrt)' in Penn'ylvania
(If not domiciled in I'a,) Pcr,onal(lrtl(lcrty in CoulllY
Value of real eslalC in I'cnnsylvania
situalcd as follow,: __
$
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I'elilioncr__ aller a (lro(lcr ,c'llch "a__ a,ccrtaincd Ihat dcccdcntIcflno will and ",as survived by
Ihe followin~ s(lonsc tif an)') and heir,:
Namr
MICHAEL J ALLEN
Relation,hi(l
SPOUSE
Rcsidence
7 NORTH 29TH ST CAMP HILL PA 17011
THEREFORE, (lelilioner(\) rC'(lcclflllly rClllle'1(" the grall1 of ICllm of adminiSlralion in the
ap(lro(lriale form 10 Ihe lIndcr.\igned,
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CERTIFICATION OF NOTICE UNDER RULE S.6{al
~I" r '
Name of Decedent: t. ,I, / (.~ ,'ji\,',.
Date of Death: .-'t. -, If..,. I
," t..' , ,
Will No. Admin. No. , Fr IY'",- It.
'1'11 -
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
Name
Address
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Oate:-.J\)-"'l'-..) -\1 T {/; .-'
-"VI'!' ,,' '.J , ('-',-1'-1,
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Signature 'I
Name (' \ ,{ \ ( .' :
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Address
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Telephonello'/) Ii.:) ,,' I}',
Capacity:
Personal Representative
Counsel for personal
representative
(--)()
Decedent's Complete Address:
;; C /1M e ;{~lir=~~~~Lf::~r_~;;",-jll~;41/-"-(.Arl:-JA /lIIL''')'_
," ._-~_._-----~-==~~~_[_ '.__u Lj~/;/~-_=_.
Tax Payments and Credits:
1 Tal OUt"' (Pa'-;e 1l111(' Hi)
2 Crp(Mo;,'Pa',n1/'llI:i
A SPOlli;.i\1 POWr'f (rp(1:1 ____..__._~_.______
8 rile: r;l,rnerls
c D.~crliJnt
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Tn,) C!('C,t')! t.., 8. C I III
3 Inl~re~tPenal!y If aprllcalJi{~
o Interest
E Penalty
TOlai Inlfres~'P"n,ny I G. E) (3)
4, If line 2 is greater than I.ne 1 . line 3. enter the c,rerence ThIS I, tne OVERPAYMENT.
Check box on P.ge 1 Une 1910 reque.t. relund (4)
5 If line 1 . line 315 grp.a:er tnan line 2, enter the d,tferenw j,".:s is We TAX DUE. (5}
A. Enler the inlere<1 on me la> Cue
(5Aj
CJ
8 Enter me tolal 01 Line 5. 5A This is the BALANCE DUE, (581
Make Check Payable to: REGISTER OF WILLS, AGENT
__ _lIlS!.ll'R!!I!~~~-~"--""'II_~1Imm&;lIflI~i~im'6~'iI;'cil'tl.'BJ'lI<4lil'mI!l
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X"IN THE APPROPRIATE eLOCKS
1. Did decedent make a transler and:
a, retain the use or income of the property transferred:
b. retain the right to designate who shall use Ihe property transferred pr Its income:
c. retf1in a reversionary interest: or ................
d, receive the promi,e for life 01 either payments, benefits or care? ,
2, II death occurred on or belore December 12. 1982. did decedenl w<thln two years
preceding death Iransfer property without receiving adequate cons<deratlon? II death occurred
after December 12. 19R2. did decedent transfer property w<th", one year of death Without
receiving adequate consideration?
3, Did decedent own an "in Irust for" or payable upon death bank account or security
al his or her death? ,..'
4, Did decedp.nt own an individual retirement account. annuity. or other non,probale property?
Yes
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IF THE ANSWER TO ANY OF THE AeOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
~~~'T.l=~P[!:'H!!~W:!'&l~~~'j;-l!\t'.ii.~~
72 P,S. ~9116 (a) (1,1) (i) provided for the reduction of the tax rate imposed on the net value of tranolers to or lor the lJse ollhe
surviving spouse from 6% to 3% Cor dates 01 death on or after July 1, 1994 and before January 1. 1995
72 P.S, ~9116 (a) (1.1) (il) provided lor the reduction of the rate Imposed on the net value 01 transfers 10 or lor the use 01 the surviving
spouse Irom 3% to 0% lor dates of death on or aller January 1. 1995 The statute do~s not exempt a transler to a surviving spouse
Crom tax, and the statutory requirements Cor disclosure of assets and riling a tax return are stili applicable even if the surviving spouse
is the only beneficiary,
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995. Please answer the followrng question by placing an "x" in the
appropriate space. ~/
Old the decedent create a trust or sl ar arrangement which Is solely lor the surviving spouse's benefit lor his or her entire
IIletime? Yes 0 N r:J
II you answered yes to the above question. Ihe lax on the trust or Similar arrangement 15 postponed unhlthe death of the second
spouse, at which time it will be fully taxable at the rate IS) applicable to the remainder beneflc<ory(les). Enler the value ollhe trust on
Schedule J, Part II. in order to remove <I from the calculahon of the tax due in thiS estate You may Wish to file Schedule 0 in order to
make the election available under Section 9113 II the elechon 15 made. the trust or Similar arrangement IS taxed In the estate of Ihe
first decedent spouse. the portion of the trust or slm<lar arrangement which benetits Ihe surviving spouse <s taxed at the zero tax rate,
and the remainder is taxed at the rate(s) applicable to Ihe wmarnder benef,c<ary(<es) If you choose to make the elechon. you must
attach Schedule 0 to a timely, filed tax return, atong wIth Schedule!s) K andlor M In order 10 show the apportionment of the trust or
similar arrangement between the surviving spouse and the rernamder beneficlary(les)
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SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COVIJOI(,\[A.lWOf p[Wj~'nv^,j",
ItilllrlllAtlCl '"'' H[1URlj
Rf IDftllp.-CfOlNT
FILE NUMBER
ESTATE OF
b.
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Debll of decedent mUlt be reported on Schedule I.
ITEM
NUMBER
A. FUNERAL EXPENSES
1.
DESCRIPTION
AMOUNT
v
rlbt;
B ADMINISTRATIVE COSTS,
1. Personal Representative's Commissions
Name 01 Personal Represenlative (s)
Social SOCImty Numberls)' EIN Number 01 Personal Represenlal,e(s)
Street Address
City
Slate
ZiP
2,
3.
Yea~s) CommlSS~n Pa<l
Momey Fee.
Family EJ:emptlOn: (If decedl!,'t"s address is not the same as daimant's. attach explanation)
Claimant
Streel ~ddress
City
Relationship of Claimant 10 Decedenl
Slale
Zip
4.
Probate Fee.
5,
ActOuntanl's Fees
6.
Tax Return Prcpare(s Fees
7.
TOTAL (Also enler on line 9, Recapitulation) $ "6
(If more space is needed, insert additional sheets of the same size)
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.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: t r r./.1 (IA AI/t''Y''-
Date of Death: ()(, / ) (./11' 'i' 6
Will No. ....-- Admin. No. II - 'lIe- 57u
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of th~ 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:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal ~esentative 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 k.t'll-e an
account informally to the parties in interest? Yes~ No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounls may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date: rlallr('
,
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Signature lJI'
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Name (P rease type oi"" pr int)
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Address e;
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Tel. No,
Capacity: ~personal
Representative
Counsel for personal
representative
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JRDlJune 30, 1992/17858
In Re: Estale of EK,\NC1\ ALLEN
Late of c,\M1' 1111.1. IJOh'UlJGII
Estate No,: .21.1996.0576
ORPHANS' COURT DIVISION,
counT OF COMMON PLEAS OF
CUMIlEHLANI> COUNTY
PENNSYLVANIA
N 1996.0576
0,
NOTICE OF FAILURE TO FILE SfATUS REPORT ANI> REQUEST TO
CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT
ORPHANS' COURT RULE
Personal Representative:
Counsel for Personal Representative:
Date of Decedent's Death:
Date of Delinquency Notice:
MICHAEL ALLEN
6..26.96
7.15.98
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 6.12, Supreme
Court Orphans' Court Rules, hereby notifies the Orphans' Courl Division, COUrl 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 by the Register of Wills
on 7.15.98 ,19_, and that the ten (l0) day nOlice 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 sanclions should be imposed
upon the delinquent personal representative or counsel for the delinquent personal representative,
Date: 8.11a98 'JILlt. t I,l '''-I'lJ9j,f~tU.
Mary C Lewis, Register )1' Wills .7
Distribution: Personal Representative
Counsel for Personal Representat ive
Eslate File
A H~;AIUNG IS S~:r FOH ~,)-tz;/J.il/ . iu ,
IN COUH'rHOCM f'U. 3. -f;'l'Il-lE STATUS Hlm:Jl(f IS
HEAHING WILL Al!J'(M-\TICALLY Br; CANCELLED.
QCU\-LLt~i(
19,,"8 AT I;..-b 01) ,111
FILED I'HIOH 'JU mE HEAHING /1\Tt, THE
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