HomeMy WebLinkAbout04-04-08
Pa. a.c. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF ~ lL;'fA /:Jf--I< [-fI-;J" COUNTY, PEN"NSYL VANIA
Name of Decedent: t: /1/i-L Lt.-~
Date of Death: 'l / / l:, I 0 ~
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File Number: 2-10 h - 0 '3 ell
Pursuant to POl. O.c. Rule 6.12, I report the folloviing '.'lith respect to completion of the administration of
the above-captioned estate:
L State whether administration of the esta.te is complete: . . . . . . . . . . . . . . . ' . . " INYes 0 No
2. lfthe answeris No, state when the personal representative
reasonably believes that the administration will be complete:
3. lfthe answer to No.1 is YES, state the following:
a. Did the personal representative file a final'account with the Comi? . . . . . .. ~es DNo
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account
infoID1ally to the parties in interest? ................................ ~y es D No
d. Copies of receipts, releases, joinders and approvals offonnal or infonnal accounts may be
filed with the Clerk of the Orphans' Court and may be attached to this report.
Dale
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Signature of Persoll Filing this Form
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Capacity: I51Personal Representative 0 Counsel
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Name of Persoll Filing this Form
Address t-/ 2-~ ALl./iAJdku 0'1
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FO!'/ll RW.IO rev, 10/3.06
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FFlOM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
O'TOOLE TG
____nh fold
ESTATE INFORMATION: SSN: 310-34-6758
FILE NUMBER: 2106-0341
DECEDEI'JT NAME: WYLI E CHARLES E
DA TE OF PAYMENT: 07/12/2006
POSTMJ\RK DATE: 00/00/0000
COUNTY: CUMBERLAND
DA TE OF DEATH: 04/16/2006
NO. CD 006961
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $6,194.34
I
I
I
,
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: PAID BY TG O'TOOLE
AT COUNTER
CHECK# 5621
SEAL
INITIALS: GFS
RECEIVED BY:
TAXPAYER
$6,194.34
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REV-1500 EX Page 3
File Number
D8cedent's Complete Address:
DECEDEIH'S NAME
C 11/9-Al~~_.1i: /JJ 'j t / Ib
133 _ W. lOvY-f:/ :;/#f'f_
CITY ---- _Mg;~6/7/,,')l C:J;' .bi/yg 1
STREET ADDRESS
COI
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'-----.'l"'------ -- --'-. L__.
STATE
J 7V:;j-
-.- --fzIP
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
p.,. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
o J--~ O.3b
I Q c'to
-l-b-&>. o.,--,__~__
Total Credits (A + B + C ) (2)
32h,O'L
3. Interest/Penalty if applicable
D. Interest
E. Penalty
4.
Total Interest/Penalty ( D + E )
if Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund.
(3)
-"""'
5.
if Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(4)
(5)
(5A)
(58)
" 10;'1. 3r
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
to /'7,/. Sf
Make Gheck Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "Xli IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .......................................................................................... 0 ~
b. retain fhe right to designate who shall use the property transferred or its income; ............................................ 0 ~
c. retain a reversionary interest; or.......................................................................................................................... 0 ~
d. receive the' promise for life of eITher payments, benefits or care? ...................................................................... 0 ~
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 I2S
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 ~
4. Did decedent own an lndividual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .............5':',€,.IZ......~~.~..4..!~~.?:'t:....'W.................................................. 0 l5e
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. S9116 (a) (1.1) (i)J.
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 PS. {39116 (a) (1.1) (ii)J. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are stili applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax ratE: imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 PS. s9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116(a)(1.3)J. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.