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Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF G Lt Vv1 bt y- ~ G VI d caUNTY,PENNSYL VANIA
)
Name of Decedent: (../ r G. re.-l cT
Date of Death: () Lf Ilh/ ~ O~
rY111j V1,d II .
File Number: Jo D.L:)" - O()~7 /
Pursuant to Pa. a.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: . . . . . . . . . . . . . . . . . . . . ;r1Yes DNo
2. If the answeris 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?" . . . . . .. BYes D No
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account
inform.ally to the parties in interest? ................................ JmYes ONo
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.
Dale
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Fo""RW-IO rev. 10.13.06
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REV-1511 EX+ (12-99) _
-
COMMONWEAlTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMHS1RATIVE COSTS
ESTATE OF C f'q.rv:> -;---, 1\.' 1 ' ·
, u <...), ,l\Q9y)e.,i \ I
t_~
RLE NUllBER a005 - O() 37;'
Debts_flit" 1" -1..._..........S*dllll L
ITEM
NUMBER
A.
OESCRfPTTON
AMOUNT
17500,0()
1400,00
fl--I 1'6 ' 00
~95!oO
FUNERAl ~PENSES:
1. fu~Y'U..1 ~ \40>>1L 0.as-r 5 .'
0(. G-r.c.,""~5rtt) Optt~~~: eJc6h'j
3. SmY\z--{, fV\tYY\()f'l a. \ 1-le4d StOhr.,
Lf. u..\V\chwV\
B. ADMINISTRATIVE COSTS:
1. Personal Representative's CommissiQns , ' ,
.J -, 1\11 P i ~.:o+:-
Name of Personal Representative(s) l\a)hryh f. ,.. ~ , bieJ'\n:.; . ~XOA 1 (' i X
Social Security Number(s)lElM NuntJer ot Personat Represe.llaiJe(s) ;;lO-lc '70 ~155
Street Address J.~ 01 f( ~
city.Jl\e.d,QV\~C.5Qt~. 1 SlalePA-Zip l'I06D
Year(s) Commission Paid: Fort\ffi.d,
2. J\\\ome'l Fees t..JA
3. Family Exemption: (O dec:edent's address is IIllt lie same as daiIII&lfs. aIIal::b ............)
Claimant
Street Address
City
Relationship of CIaimanI to Oealderlt
Probate FeesJ I ~B, 00
Slate _ Zip
4.
} J ~ il'''!
t. (';1\U, \.........J
5. Accountant's Fees 0
6. Tax Return Preparer's Fees 0
7.
TOTAL (Also enter on line 9, Recapitulation) $ I 0 1 <3 I ;;, 00
(It mere space IS needed. ilseft addiIionaI stleeIs cf lie same SIZe)
__D'~ '*
SCHEDULE I
COMMONWEAlTH OF PENNSYlVANIA DEBTS OF DECEDENT,
INH~~~~~~~ MORTGAGE LIABILITIES & LIENS
ESTATE OF (j 1 -:-\' "^^ I I"
\..:" 4 re.. v' I if let) Y\ eA i
Include unreimbursed medical expenses.
ITEM
NUMBER
1.
:1..
3,
y,
5.
FLE NUMBER
~OOS - 00371
DESCRIPTION
t:. 1\<1.3 Llk5tS~~ Cs-ttrlchtr VCtn)
JI j) I/' . 1ft 11' . f
I,u.nl\~t ~LU'"\jl(a. \ \3"Y'l::)t.t.f 5tJ.J4 ~'#J.~5
:Lr-on Ri d5e- -Pa~\ I y p('(L-b~
~d'rtWS ~ ~+c \ AS'f:n~J'
1\YnoThyA.Q.h~ MD
G-eo rje.~ S lr-cJl1 Vi ~qy\ MD
t\JephY'O~Y .k~..of fA
~lve<k~ tvWlut\ Corp.
SO\'('u..~ \odd \-\orre..
G,da.'15 ~ ~ 5cAcd ~l.t\IIl~
10. P~M~Y'IC('l .
M~d.8111~r~sl~I~'hi,~
t 1. Jrtt -r~ )~f ~.~ f>) \ t
(.A~,"",~lu~.5. er10Y' +0)
?Jt)t~-to hOSfrt6-.\
AMOUNT
fi (f~. l(J
5(;, 2<1
L{(}.40
5L~~
d.~. QS
(y.
3,'64
'1.
~.
q,
3.4~
j~,~7
I :l..J ;)., Lj(J
1,40
37, <DS
I '--"" i f') Q
TOTAl.{AI9oenteron line 10. Recapitulation) $ )06Y. I 0
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-OOl ..
CtJMMOMVEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF n I,", .... -;-- . \
v!UY"'t. {-.i. r/\C{1l'\t.\ ,
SCHEDUU ,
8ENERCIARfES
ALENUIIBER ~()OS -' DO 2f7 J
,
RElATIONSHIP TO DECCDEHT AMOUNT OR SHARE
NUMBER NAME AN.) AOORESS OF ~ RECEJVIItG fIROIl'[Jl) 'f Do JIat ListTrastBe(s) OF ESTATE
I TAXABLE DISTRIBUTIONS rmclude outright spoosaf ~ and transfeIs ooder
Sec. 9116 (a) (1.2)] ~.phe,w '" 3703.05
1. Ecn--\ -A~~ ~re.\H
,Ot S. Jl*h . . J \S~} t'A n 1 \ \
.;). !,\;LhqeJJo5t~~~~~ fA '?lil lv~hw 3103', OS
c;e~ btv-ry I r YjJ I
.3 D<\v\d L. ~1'f.ni ~ If\D' . ~~1 3703,05
llOas Ro~She,r Ave.) Ho.jtC5 n..> d. \1l.J0
U Kcdhrynt M. ~)1:n rv~ ~{O'fJ. /0
I.
13 OJ. K !Ant..> ~1CS.b.tv:j j f>~ lc<J3J ~e-p~w <.3703; 05
f?V\5t L~~ - 3735 5i1:1nY0tJ t-hrrdJU~l~k
5,
!C. AY\ffl Mm^\c. Sfra.Ytfs " ~~70 .~} eolArt AJ.tQ 3'(08. Q5
~l'\J\l:A .7(04, .
7- ~r€5Cl Lqror~" ~470 K~nsi fs:::ur!'/ H"l~hKf\n(')34 AJ.l~~ 3'(O'b,05
~. W((v'l(_..{D(w'l~ (,11 e.hct~~ 5/;-, M~\\K:~~J~ l~()$ ~t~<'~ 370iJ.05
9. ~uY'Y- Ar~\J-:j~ 4~a$I'v~....otlK1Jr.J~\'"\/OO~~ tve.p4\JJ 370'3,05
ENTER ~LAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON lINES 15 THROUGH 18. AS APPROPRIATE, ON REV-1500 COVER SHEET
n NON-TAXABLE DlSTRI8UTIONS:
A. SPOUSAL D1STRl8tJTIONS lJI)ER SECTDf t113 FOR MilCH NC E1.EClION TO TAX IS NOT 8EIIG MADE AJA
1.
B. CHARITABlE AND GOVERNMENTAl DISTRIBUTIONS I
1. AJA
TOTAL OF PART II - ENTER TOTAl NON-TAXABlE DISTRIBUTIONS ON UNE 13 OF REV-1500 COVER SHEET $
(If more space is needed, inserl adIIIionaI sheeIs d lie same size)
__EXIMIIl
I-
Z
W
C
W
o
W
C
<naoMEALlH Of
PENNSYlYNM
DEPARTMENT Of REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
OFFICiAL USE ONLY
INHERITANCE TAX RETURN FIlE NUEER ~
RESIDENT DECEDENT ~L - O~
OECEOENrS NAME (lAST, FIRST, N<<l UIlOl.E HTW..l
1" (!,)<.1r-e J:
DATI( ~TH YEAR) lWEa=8lRlH(UU-lD-VEAR)
1,":/ ' --... ) } 0 )
1 kID ; ..::> I ~. ,
(IF APPlICABtE) SUIMW4G SPOUSE'S NAME J-AST, msT,JH) IIDIE HTIAL)
JiA
....
z
w
o
z
o
f1.
III
w
/r
0::
o
u
00<3 2- L
IllMllER
SOCIAL SECURITY NUMBER
ISo
o
o
1115 RE1URII MUST BE FLED IN DUPLICATE WITH THE
REGISTER OF WIllS
SOCIAl SECURITY NUMBER
o t OIiginal Return D 2.~' Ml!1Il1IReUB D 3. RemainderRelum (daIeoldealhpOOr1012.13-82)
D 4. Limited EsIale D .fa FuIIIe InBesl ~ ~ Ii de8I1.....12-12<<1) 0 5. Federal EsaaIe Tax Relum Required
bi 6. OecedentDied Testate (AllacIialPYofftIIJ 0 7. 0eicIldentAlai.....1 aUWlg Trust(AlacflalPYlirlUSll 8. ToCII Numberot Safe Deposit Boxes
D 9.liIigation Proceeds ReceMld D 10. Spousal PuwertyQedit~of__12-31-91_1-1-951 D 11. Election 10 lax under Sec. 9113(A) (Al1ad1Sct1 0)
TW~~~lJ9~MY$t~f;~~~~J:rl$t(A.g~~t::N~eAt4Ptz9lff1P~IIQ(J~F~TIQ19$f1{)QLi:)~E.[)IR'E'C"fEI.lTO;
NAME\ir\:e..tJ\.G-1en ~o;~Q, . ..
FIRM NMt: . '.
M€Chah k5bi\~J f'A \705'0
w
....
:.::~rn
o/r:'::
wD..U
::roo
u/r...l
D..G1
D..
<(
12. Net Value of Estate (Line 6 minus Line 11)
13. Charitable and GovemmentaI Bequests/Sec 9113 T rusIs for which an eIeclion to tax has not been
made (Schedule J)
14. Net Value Subject to TlII (l.iJe 12 ninus l.ile 13)
SEE INSTRUC110IIS ON ft&BtSE S1IlE fUl API'IJCA&E HAlES
15. Amount of Line 14 taxable at lhe spousal tax
rate, or transfers under See. 9116 (aX12)
z
o
~
~
::J
l-
ii:
c:(
o
w
0::
1. Real Eslate (Schedl*l A)
2. Slocks and Bonds (Sc::hedlie B)
3. Closely Held CorpofaIion. PaI1r...stlip or SoIe-I.......
4. Mortgages & Notes ReceiYable (Sc::hedlie 0)
5. Cash, Bank Deposits & Miscellaneous PeIsonaI Propefty
(Schedule E)
6. JoirJlly Owned Property (Sc:hedlil F)
D Separate Billing Requested
7. Inler-Vivos Transfers & Miscellaneous ~ PmpeIty
(Sd1eduIe G or l)
6. Total Gross Assets (total lines 1-7)
9. FUlIilfal Expenses & ~ Cosls (Sdledule H}
10. Debts of Decedent Mortgage LiabiIies, & UeRs (Sd1l!duIe ..
11. Total Deductions (toIaIli1es 9 & 10)
z
Q
~
~
::J
Q..
:E
o
o
><
:!
16 Amount of Line 14 taxable at Iinea1I3Ie
17. Amount of Une 14 taxable at sibling RIle
(1} rJ A
(2) AlA
(3) JV4
(4) VA
(5)~q,54
J
(6) A14
,
(7) tVI'
I: IW~:~
I
. (Tl1 '~""4"
(8) ;:~f~ f@# "t 4 5 .
(111 I~ .3$,.'. /'}.~.'
(12) 3!1~1~ ry {a
(13) VA
(14) 3 ItJJ '.7{p
x .0 _ (15)
x .0 _ (16)
x .12
(17)
~1l,P/Dq;dJ"
(19) "S'f1ifI,J!o .
16. Amount ot Une 14 taxable at coIIaklraI RIle
~~~ I 2iD.
-, .:. ....~ .. .
x .15
19. Tax Due
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
20.0
};!~i*=~~$!1R~....(;)'~~~im~~Qtf~~~~.~!g~c~~~r;~~m$$i ..............
COMMONWEAlTH OF PfMNSYlVANIA
DEPARTUENT OF REVEMJE
BURENJ OF NlI'IIIDWIL TAXES
DEPT. 280601
XA~Set..ffi. PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
GLENN KATHRYN M
1 3 OAK LANE
MECHANICSBURG, PA 17050-1669
:-------- fokS
ESTATE INFORMATION: SSM: 180-09-5210
FILE NUMBER: 2105-0371
DECEDENT NAME: MAGNELLI CLARE J
DATE OF PAYMENT: 11/28/2005
POSTMARK DATE: 11/25/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 04/16/2005
NO. CD 006032
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 \ $5,889.26
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$5,889.26
REMARKS:
CHECK# 0092
INITIALS: JA
SEAL
RECEIVED BY:
TAXPAYER
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
COIIII1IIIIEALTH OF ...I.YLYAIIIA
JEPAR1IIEIIT OF ......
NDTD:E OF ..-a.:E TAX
AfIf'IMZSBBT, al.l.GIMIEE .. D1SAl.lfJIMNCE
OF DEIIUCfICJIIS aim l$$!E~ OF TAX
*'
01-30-2006
M&NELLI
84-16-2085
21 05-0371
CUMBERLAND
101
APPEAL DATE: 03-31-2006
( Su nvene tlUIe ""tier Objectio"s)
~ hUttedl I
IIAKE CHECK PAYABLE AND REMIT PAYMENT TO:
RE6ISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LIKE ..... KETAIII LOWER PORTIOll FOR VCRal RECORDS +-
Riv:is47-ix-AFP-ii3:osi-iiii-iCi-iF-iiitiiiTMCi-TAX-iPPRAiSiiENT;-AiiOiWtCi-0i---------------
8ISALLOWAItCE OF IJEBUCTICIIIS AlII) ASSESSIIEIIT OF TAX
___u CLARE -- J-':lLE 110. 21 05-0371 ACII lor ---DATE OF30-201J6----
DATE
ESTATE OF
DATE OF BEATH
FILE _ER
COUNTY
ACII
BUREAU Of INDIVZDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280611
HARRISBURG PA 17128-0611
KATHRVNE M GLENN
13 OAK LN
MECHANICSBURG
PA 17050
ESTATE OF MA6NELLI
REV-I547 EX AFP (06-05)
CLARE
J
TAX ~ WAS: (X) ACCEPTED AS FRED
( ) CIIAIIGED
RESERVATION CONCERNI_ FlITWE INTEREST - SEE REVERSE
APPRAISED VALUE OF REnaII BASED": OtllGlftAL RETURft
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. C10se1y He1d stock/Partn.rship Interest (Schedule C)
It. ItortgageslNotes R_iVllb1e (Schedule D)
5. CashlB8nk OIIpositslltisc. .....sonal Praperty (Schedule E)
6. Jointly o.ned Property (Schedule F)
7. Transfers lSchedu1.e &)
8. Total As_ts
(1)
(2)
(3)
(4)
(5)
(6)
nl
.00
.00
.00
.00
51.614.54
.00
.00
(8)
NOTE: To insure proper
crtIdit to your accountl
__it the upper portion
0'* this fOnl with your
tax pa"..nt.
5L614.54
APPROVED DEDUCTIONS AND oa.TICI8:
9. Funeral Expenses/AciI. Cos'tslftiSlf. EJep__seT fSc:lleclu1e H)
10. Debt~rtpge Li8biU.ties/LS- (ScIw..,- :1:)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Sov-, ,_tal Bequests; Non-elected 9113 Trusts (Schedule .n
14. Net Velue of Estate SUbj8ct to Tax
(,)
101818.00
1.534.78
(11)
lI2)
(13)
11'1)
(1.)
12.352.78
39,261.76
.00
3912&1. 7&
NOTE:
Iof an assesSll8l1't was issued previous1.y, 1ines 14, 15 and/or 16, 17, 18 and 19 will
reflect -flgures--'tha't :Lnc1ude.. 'the 1:crta1 off ALL retUrns asS8ssed to date..
ASSESSHENT OF TAX:
15. ,,-,-,t of Line 14 at ........_1 rata
1.6. AIIount of LiIw 14 t.x.b1.e at L~1ass A rata
17. AIIount of Line I~ at SU.U... ......
18. Mount of' U.na 14 ~1.e at Co1.J.atera1lQass . rate
19. Principa1 Tax ..
TA
DATE
11-25-2005
IUeER
CD006032
.1111 ERE$T.IPEII PAID (-)
.80
(15)
(16)
U7J
(18)
.00 X 00 =
.00 X 045 =
.80 X 12 =
39,261. 76 X 15 =
(19)=
.00
.00
.00
51889.26
51889.2&
AItlJUII1' PAm
5,889.Z6
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
5,889.26
.00
.00
.00
It IF PAXD AFTER DATE DeJ:CATED, SEE IIEVEIESE
FOR CALCULATION Of ADDITImIAL J.R11:.d:.T.
( U' TOTAL DUE IS LESS THAll .1, .., PAYJEItT IS REqlJI:RED.
:IF TUfAl. DUE :IS IIEFLECTED AS A ""t.REDrr" (CR), YOU HAY BE DUE
A ~. SEE IlEVEIISE SDE OF THIS FUIII FOR INSTRUCTIONS.)
~
Check 92, Amount $5.889.26 Date Presented 1113012OO5
1.'~~Jt~..
tI&~~~"3'::r;:11~
Check 96, Amount $3,708.05 Date Presented 11fl912OO5
, ....~........;.._... - _.; ~, .....- - - '--l
I' ~t~~~~.. . - ,."." . . - .. .--:.....:._.~:~!
13 K .'. :-.;r"-. ~ , ." ;,.,' '.. . . . ....., '!! ,.
~:t~A4~;I"1l :', ,~l4....,. ~~.~F~ ~;~;:-::
ff'.... .Arln"~~' .. '. . '. .:J-S3,7oa.~'}
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I. ' .... .' . . .. . .' .''''.~
.eo.F';;";'-~,;"" . '.: ..:.~ ..... .'.::' :'-:' >~.,:,. ". . :'-~:'~r:}~~
f'~~'~r~~1~~:'5)~~~:":
~.~ - --- .~_..- --....-- .......__.-......-~ -~----------..- .~--_-._~-
Check 98, Amount $3.708.05 Date Presented 1113012OO5
Page 2 of 2
Date
11/30/05
--- ---
Account
531053266
---
Check 95. Amount $3,108.05 Date Presented 1113012005
,. '::_~ .I~:~J;i.~'~::-.'
. '. '!~'..;:::-"'" .
~...'.~_~~~~"~~8~~i.
.~ 'k,,"5-:~"~.~~~~~~j';
." ~~~______.__.___1IIl".:~~____-..-_--o.-._-':.o,I.-~~:"'---::;
- .'.-.
Check 91, Amount $3.708.05 Date Presented 11/30/2005
5;. .:< ~ o:IJU~..c.o:U 1051.U..,... . ~
~..., .~ ......_..~__~____~.~_~.__u~_..._-,..~-~.~_.
--- - -,...-~....----.- ---.-... -' .
Check 99, Amount $3.708.05 Date Presented 11/2812005
~
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.~~~~~~_.~,...~"'_../.,..,.
: t~...'f~.r....':_!:.:~~;~:i.-:.:/:~....~.:.:.;~:~r;.~.-.:/:..:.:'.J,:.:):.gi.:...~.0bjl:
!i'.tit"~'l.r~~~;~:~'~j'~u7c.t'. .:. ~i~;;i
=....~,. ---------------~_-...-....----
Check 93, Amount $3,108.05 Date Presented 12/112005
~~ll~;~%Ai"~
. ,~~~"""'N" ............ ..~ .....,~3,~.1
ti~~~~~J
Check 100, Amount $3,108.05 Date Presented 12flf2.{UJ
Paqe 2 of 2
Date
12/31/05
-- ---
Account
537053266
---
~~~f~~::~;71
_ 9.~~~....~~~.~1d~-~-"!
"t ' ~ _".._ . ~...w-- - - ~~-
Check 94, Amount $3,708.05 Date Presented 1212/2.005
-;;.~~~oFC/rwt"J~ 07:'~
~- ..nAJfMlMHr.x,;n;,s.
:::Mrtltrvpw-MGIthn ~Sl3.;oB.~ I
......11.--. J ~~ EiJtarJ./YfClO ------ DOLLA"""::::'-
r;- - ___.-;
-.Fh~ ~t}m .\IL..l"'~..
C01J.JQ~"1oC 1..0 ...OOOOUOBJ.Ool'
Check 740. AmoUnt $3,708.10 Date Presented 12/512005