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Home My WebLink About01-1064 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: COLECHIO JANNA E 205 N. ENOLA RD ENOLA, PA 17025 -------- fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: SSN: 183-09-0207 FILE NUMBER: 21 - 2001 - 1 064 DECEDENT NAME: RUDY BERNARD G DATE OF PAYMENT: 11/20/2001 POSTMARK DATE: 11/19/2001 COUNTY: CUMBERLAND DATE OF DEATH: 04/03/2001 REMARKS: JANNA E COLECHIO CHECK# 5904 SEAL ACN ASSESSMENT CONTROL NUMBER 01132709 TOTAL AMOUNT PAID: INITIALS: PB RECEIVED BY: REGISTER OF WILLS REV-1162 EX(11-96) NO. CD 000544 MARY C. LEWIS REGISTER OF WILLS AMOUNT $23.11 $23.11 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 *' J 7 - a~ - 7 INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 .. 01 - )04.4 01132709 07-18-2001 REV-1545 EX AFP 109-001 om NOV 20 EST. OF BERNARD G RUDY S.S. NO. 183-09-0207 DATE OF DEATH 04-03-2001 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS o CHECKING o TRUST [Xl CERTIF. ReCOiced,C' Re~ji P2 :51 JANNA E COLECHIO 205 N ENOLA RD ENOLA Clerk-, PA 17l(Mmbenanc REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK has provided the Depart.ent with the infor.ation listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this infor.ation is incorrect, please obtain written correction fr~ the financial institution, attach a copy to this for. and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Co..onwea1th of Pennsylvania. Questions may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 31000030971 Date 03-19-1996 Established Account Balance Percent Taxable A.ount Subject to Tax Rate Potential Tax Due x 3,080.90 16.667 513.49 .045 23.11 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice must acco.pany your pay~t to the Register of Wills. Make check payable to: "Register of Wills, Agent". x NOTE: If tax pay.ents are .ade within three (3) months of the decedent.s date of death, you .ay deduct a 57. discount of the tax due. Any inheritance tax due will beco.e delinquent nine (9) months after the date of death. Tax PART IT] A. [ CHECK ] ONE BLOCK B. ONLY c. [] The above infor.ation and tax due is correct. 1. You .ay choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you may check box "A" and return this notice to the Register of Wills and an official assess.ent will be issued by the PA Depart.ent of Revenue. [] The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent.s representative. [] The above infor.ation is incorrect and/or debts and deductions were paid by you. You .ust complete PART ~ and/or PART ~ below. TAX ON JOINT/TRUST ACCOUNTS If you indicate a different tax rate, please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. A.ount Subject to Tax 5. Debts and Deductions 6. A.ount Taxable 7. Tax Rate 8. Tax Due OF I 2 3 4 5 6 7 8 x x PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Co.putationJ Under penalties of perjury, I declare that the facts I complete to the best of .y knowledge and belief. 0.,..., I $ have reported above are true, correct (-:lJ1 )~;) -/3 if- (+/"1' ) 7&I-tflt-9 PHONE NUMBER and HOME WORK TEL DATE r / U tl · j~t' ~ ;il~\ ~~ I / ~ (.1 t r~ , :::> " , 0 : ~ < ,:. - 'V "~ ',j ~,:'~. ..,.:\.t"" """~ 13$ Ir}J'~ rd>' t10 ...:...... ""(1' (1) "27 o ~. tc- ClO ..... Q)M >..... 'r::. J> ON iR .-..... >c( O~a.. :E~cU ~N15 15.....c: ()COW ~'"- V:' N 0- o N E5 % -.,. ~. ;: -.: .......... -.:: -.:: .....: "-..:: Q) (/) ::::s o J: ~ ::::s o (,) ~('t) c::~ ::::So (/)0...... =(,)~ ~~<{ O~a. .... -C ~ Q)Q)~ -.o(/) .sa E ";: C)::::sm ~(,)(,) ......: .....:: -.. ~ ...... -..:; ..... -t.:: .....- ......: ..... .~~ ~...:: ....... ..... ....,:; ..... ,".1 Ii", I:',i f';. "i" f') ,,-, o I'.. "", '<l( ;0.: .~ - p <J ..Q ";';;:s= 1l,,_ _ {j,) ::;; 50 " ~/?-~r~- 7 * COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z8060l HARRISBURG, PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEKENTL ALLOHANCE OR DISALLOMANCE OF DEDUCTION~, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REY-1541 EX AFP 112-DDl Recur G c, _::.f REJ1_~)1Lt;:~, DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSNI'DC ACN 01-21-2002 RUDY 04-03-2001 21 01-1064 CUMBERLAND 183-09-0207 01132709 Allount Rellitted BERNARD G "02 JAN 18 P 3 :45 JANNA E COLECHIO 205 N ENOLA RD ENOLA PA 18r!Jbr.;;r,_, 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 ... iifi=is4-i-ix--AFFi-fi1f:ooi------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 01-21-2002 ESTATE OF RUDY BERNARD G DATE OF DEATH 04-03-2001 COUNTY CUMBERLAND ACN 01132709 FILE NO. 21 01-1064 TAX RETURN WAS: S.S/D.C. NO. 183-09-0207 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 31000030971 TYPE OF ACCOUNT: DATE ESTABLISHED ( ) SAVINGS ( ) CHECKING ( ) TRUST ()() TIME CERTIFICATE 03-19-1996 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions - Taxable Amount Tax Rate X Tax Due 3,080.90 0.166 513.49 .00 513.49 .45 23.11 TAX CREDITS: PAYMENT DATE 11-19-2001 RECEIPT NUMBER CD005442 DISCOUNT (+) INTEREST/PEN PAID (-) .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." AMOUNT PAID 23.11 23.11 .00 .00 .00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER THIS DATE, 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. ) /?-02::2 - 7 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. za060l HARRISBURG, PA 17128-0601 REV-I6D7 Ell AFP liZ-DO) '02 Jt'ATE \:ESTATE OF DATE OF DEATH FILE NUMBER t\ 8 c;&)QNTY ACN 02-11-2002 RUDY 04-03-2001 21 01-1064 CUMBERLAND 01132709 BERNARD G Reec! R€< JANNA E COLECHIO 205 N ENOLA RD ENOLA FEB 19 A.ount R_iUed PA 17025 ClE.~nc Cumhc.'( MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subBit the upper portion of this forB with your tax pay..nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY= i6Cfj-ix-AFP-n'2=OoY------...--i NirERiTANCE-YAX-Si'j rfEMENY-OF'-ACCoui.-f--...--------------------- ESTATE OF RUDY BERNARD G FILE NO.21 01-1064 ACN 01132709 DATE 02-11-2002 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-21-2002 P R I NC I PAL TAX DU E : ................................................._...__...................................................................................-........................................................................ 23.11 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-19-2001 CDOO0544 .00 23.11 TOTAL TAX CREDIT 23.11 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ""CREDIT"" (CRJ, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-2000-1064 ESTATE OF FERN A. SITLER, DECEASED ---------------------------------- ---------------------------------- FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF Nancy L. Runkle, Executrix ====================================~=========================================== Date of Death: December 4, 2000 Date of Executor's Appointment: December 18, 2000 Date of First Advertisement of Letters: July 27, 2001 Accounting for the period: December 4, 2000 to January 25, 2002 -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- Purpose of Account: Nancy L. Runkle, Executrix, offers this account to acquaint interested parties with the transactions that have occurred during this administration. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: James D. Bogar Esquire Attorney Identification No. 19475 One West Main Street Shiremanstown, PA 17011 717/737-8761 SUMMARY OF ACCOUNT Estate of Fern A. Sitler, Deceased For Period of 12/04/2000 through 01/25/2002 Page PRINCIPAL Receipts: This Account 1 Net Gain (or Loss) on Sales or Other Disposition Less Disbursements: Debts of Decedent 1-2 Funeral Expenses 2 Administration Expenses 2-3 Federal and State Taxes Fees and Commissions 3 Family Exemption Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand 3 INCOME Receipts: This Account Net Gain (or Loss) on Sales or Other Disposition Less Disbursements Balance Before Distribution Distributions to Beneficiaries COMBINED BALANCE ON HAND Proposed Distributions to Beneficiaries Current Value 6,237.97 7,270.00 1,167.02 0.00 1,980.00 0.00 Fiduciary Acquisition Value 1,209.00 0.00 1,209.00 16,654.99 (15,445.99) 0.00 (15,445.99) 0.00 0.00 0.00 0.00 0.00 0.00 (15,445.99) 0.00 0.00 --------------- --------------- --------------- --------------- 02/10/01 01/13/01 12/04/00 01/02/01 01/02/01 01/02/01 01/15/01 01/15/01 01/15/01 SCHEDULE A RECEIPTS OF PRINCIPAL CASH: Bethany Towers - Refund PERSONAL PROPERTY: Contents of home and personal property sold at public sale Doll and Set Plated Silver - Sold at private sale Fiduciary Acquisition Value 55.50 55.50 1,103.50 50.00 1,153.50 1,209.00 TOTAL RECEIPTS OF PRINCIPAL. .............. SCHEDULE C DISBURSEMENTS OF PRINCIPAL SCHEDULE C-1 DEBTS OF DECEDENT Bethany Towers - Final bill Mellon Bank, N.A. - Final MasterCard bill Weis Pharmacy - Final bill Crystal Springs Water Company - Final water bill Kaplan's Cleaners - Final bill Lakeview Home Health Services Inc. - Final bill -1- -------------- -------------- 97.90 5,497.43 101.81 33.00 14.31 357.00 01/15/01 01/15/01 01/15/01 02/23/01 01/02/01 12/14/00 01/02/01 01/02/01 01/13/01 03/05/01 07/12/01 08/22/01 Mary Ann Prior, Treasurer - School personal tax bill 11.00 Verizon - Final telephone bill 17.26 West Shore Emergency Medical Services - Transport services 11/28/00 90.26 PinnacleHealth - Final bill 18.00 TOTAL DEBTS OF DECEDENT...... ............... ........ SCHEDULE C-2 FUNERAL EXPENSES Musselman Funeral Home - Funeral and grave opening 7,270.00 TOTAL FUNERAL EXPENSES.......................... .... SCHEDULE C-3 ADMINISTRATION EXPENSES Office of Vital Statistics - Death certificate for Helen M. Detweiler 5.00 Chuck Bricker, Auctioneer - Personal property appraisal and mattress disposal fee 75.00 Register of Wills - Probate fee 60.00 Chuck Bricker, Auctioneer - Commission due concerning sale of personal property 363.50 H&R Block - Preparation of 2000 State Individual Tax Return 35.00 Cumberland Law Journal - Legal advertising 75.00 Register of Wills - Filing fee for PA Inheritance Tax Return and Inventory 23.00 -2 - 6,237.97 7,270.00 TO BE PAID James D. Bogar, Esquire - Reimbursement for costs advanced to Patriot News for legal advertising 80.52 RESERVES: Costs to conclude administration of Estate including filing fee for First and Final Account 450.00 TOTAL ADMINISTRATION EXPENSES....................... 1,167.02 SCHEDULE C-5 FEES AND COMMISSIONS 08/21/01 James D. Bogar, Esquire - Attorney's fee for representation of Estate as per agreement - (partial payment) 660.00 TO BE PAID James D. Bogar, Esquire - Attorney's fee for representation of Estate as per agreement - (balance due) 1,320.00 TOTAL FEES AND COMMISSIONS.......................... 1,980.00 TOTAL DISBURSEMENTS OF PRINCIPAL................. ... 16,654.99 -------------- -------------- PRINCIPAL BALANCE ON HAND Current Value Fiduciary Acquisition Value # Units Description or as Noted *Cash Cash for Expenses to be Paid (13,595.47) (1,850.52) (13,595.47) (1,850.52) (15,445.99) (15,445.99) --------------- --------------- --------------- --------------- -3- PROPOSED DISTRIBUTION The Estate of Fern A. Sitler is an insolvent Estate. Therefore, there are no funds available with respect to making distributions to those parties named as residuary beneficiaries under the Last will and Testament of Fern A. Sitler. Given that one of the named residuary beneficiaries, Helen M. Detweiler, died April 7, 1992, having predeceased the decedent herein, resulting in her share of the residuary estate passing to St. John's Lutheran Church, Shiremanstown, Pennsylvania, a charitable residuary beneficiary, the Pennsylvania Supreme Court Orphans' Court Rules, Rule 5.5, requires that there be an accounting filed with the Cumberland County Court Orphans' Court, with notice thereof to be given to the Attorney General of the Commonwealth of Pennsylvania at least fifteen (15) days in advance of confirmation by the Orphans Court. This accounting follows and is submitted accordingly. AFFIDAVIT Nancy L. Runkle, Executrix under the Last will and Testament of FERN A. SITLER, deceased, hereby declare under oath that she has fully and faithfully discharged the duties of her office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to her knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the estate have been paid; and that more than four months have elapsed since the first complete advertisement of the granting of letters in this estate. l!n~ti!:~&riX Subscribed and sworn to by Nancy L. Runkle, Executrix before me this .301iJ day ~ ~'L.~ No y PubllC of , 2002. My Commission Expires: Notarial Seal Joan E. Brothers, Notary Public Shlremanstown Boro, Cumberland County My CommlhlOh Explnt. FIb. 12, 2002 Member, PlnnoylVlnlll "..ooilllon 01 Nolin.. -4-