HomeMy WebLinkAbout02-0043 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of_ Helen Ripson No. t~/"OO~'-' q3
also known as _l-lo] on A. R-[p.~on To:
Register of Wills for the
Social Security No. ! 66-12-2374' Deceased. County of Cumberland
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the exec;ut~r.
itl the last will of the abgve decedent, dated vecemoer zo
and codicil(s) dated t~one
in the
., 1~ ~q3m e d
(state relevant circ,mstances, e.g. renunciation, death of executor, etc.)
Decendent was dotniciled at death in Cumberland
t~--~,:~4~,l,a,s~,fanfily or principal reside-nee at 32 g~n.~,~,. ~_ County, Pennsylvania, with
· '!-~ ~' "j / .% - - -. _ ~ ---------_ 011
',: .... :'~. f/,:/ (list street, number and muncipality) .
eceg. ndent, tllen.__~Z9 ve~. of age, died_ A-eu.gr 28
at no.l.y , ,~pzrzt ~ _~l-_6~-p-t~al ~'° ~ , I/~T~_ZQ/IZ,
:~ ot marry, was not divnreod nn~ ,4;,4 .~ ~.
Except as' follows, d~cedent did n y, ot divorced and did not have a child born or adopted
after execution of tile will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: ~ ~ ~. "'
Decendent at death bwhed property with estimated values as follows:
(If domiciled in Pa,). All personal property
(If not domiciled 'in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$_ 80,000.00
$
$ None
WHEREFORE, petitioner(s) respectfully
presented herewith and the grant of letters_
theron.
request(s) the probate of the last'will and codicil(s)
testamentary
(testamentary; administration cam.; administration d.b.n.c.t.a.)
32 Kensington Drive
Camp Hill, PA 17011
" OATH OF PERSONAL REPRESENTATIVE
COMIM[QNWEALTH (~'E PENNSYLVANIA
COUNTY OF Cu~bgr~_and } sS
The petitioner(s) above_named ~wear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the~ki~owledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly adnfinister the estate according to law.
21-2002-0043
Eslale of Helen Rips6n,~'a/k/a Helen A. Ripson
Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
January 15th
AND NOW
the reverse side hereof, satisfactory proof having been presented before me,
IT IS-DECREED that the instrument(s) dated Decembec 20th, 1993
described iher~in be admitted to probate and filed of record as the last will of Helen Ripson,a/k/a Helen A. Ripson
and Letters. Testamentary_
are hereby granted to Martin Ripson . 3.,3 ·
lXp:2002, in consideration of the petition on
FEES
Probate, Letters, Etc .......... $. 200.00
Short Certificates(2 ) .......... $ 6.00
-'- Renunciation ................ $
x-Pages ( ) $ -O-
JCP . 5.00
TOTAL __ $
Filed .January. 15th, 2~02.. ~ .211,..~0..
ATTORNEY (Sup. Ct. i.D. No.)
ADDRESS
pHONE
MAILED LETTERS TO ATTORNEY JOHN M. F_AKIN
I05.805 REV 9~86
COMMONWEALTH OF:PENN$¥tVANII
IFICAYE OF
7055 -~
~ On
21-2002-0043
REGISTER OF WILLS OF c'CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
LARRY L. STONER and SUSAN J. BRUBAKER
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that they were present and saw
H V.T ,FN R TP.RC]N ,
the testat ~ix , sign the same and that she signed as a witness at the
request of testat r~ w in ho-- presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed· and subscribed before
'me this-'L{~'~ ' day of
JANUARY ,2002
505 SHARON AVE., (MN~n~LNICSBURG
,~(';- ~ ~t~ ,~ (Address)
[ [~m~8~m~ J~'USAN J. ~UBAKE~Name)
! ~~1~%~~ J220 RENO ST., NEO C~ERL~
· RE~GISTER OF WILLS OF , cOUNTY
(each) a subscriber hereto, (each) bei/~uly qualified according to law, depose(s) and say(s) that
___ familiarX~j~h the signature of ....
· ~ 'codicil
testat__ ~ing witnes~,?o) the 'will presented herewith and
' ~ codicil
to the best of ' knowledge and belief. ' ~ .
Sworn to or affirmed and.sUbscribed before
me this. ' ' '-" -19day ~)f (Name) '~'
(Address)
Register
(Name)
(Address)
8L:Ld lTL Nil? ZO.
P 182--W~1; 4-?9 JULIUS BLU#SEIIG, INt.,
PUBLISHER. NYC 10013
HELEN RIPSON
· TOWNSHIP 'OJ LOWER ALLEN
21-2002-0043
in the County o/ CUNBERL~ND
o/the
and State o~ PENNSYLVANIA
being o~ sound mind and memory, do make,
publish and declare this my last ~lill mvh ~e~l~ment. in manner /ollowing that is
to say:
direct that all o/ my just debts and/uneral expenses be paid as soon
aflermy deathasmay be practicable.
.SECOND: All the rest, residue and'remainder°f m~ estate, real,
personal (except jewelry) and mixed, wheresoever si~ua%e, I giVe,:devise
,and.bequeath to my husband, MARTIN RIPSON,' abSblUt~ly and in fee simple.
THIRD: In the event my husbahd should predecease me or die within thirty
(30) days of my death, then I give, devise and bequeath my entire estate as
follows: A sum of two thousand (2,000.) dollars to ~E~GE~C.kKO}~H III, son
of my deceased dau~hter,'SHARON KOHLER deLARA. The remainder of my estate in
equal shares, per stirpes, to my remaining children, to wit: JuDITH A. MUMMA,
MONICA J. ALLEN and MARTIE E. RIPSON. My jewelry to be divided amongst them.
FOURTHs I hereby authirize and empower my said executor/trix within his/her
absolute discretion and in any manner and with the approval of my aforesaid
children,'to sell, exchange, transfer or assign the wh'ole or part of my real
or personal estate.
Notarial Seal
· .' Larry L. Stoner, N0tary:Pub¢~ '
Lower Alfe~ Twp., Cumbe,da~d County
My Commission F-~o res Jury 2701997
I~lamber, Penns~,lvania Association of Nora.des-
· oo~q. ,rq. ou-~u puv pa~punH uaolom. N ~vag, oy~ u?
aq~ auwu dm paq~.Jgsqns o~una,oy
05h~
56591 5200 0090
oo'O _ !
MAY 1 6
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO.
ERTIFICATION AND REQUEST TO CONDUCT A
[' TO RULE 5.6(e), SUPREME COURT
[ANS' COURT RULE
son
Oohn M. Eaki'n Esq.
,quary 15, 2002-
5, 2002
Register of Wills, in accordance with Rule 5.6,
ieby notffies the Orphans Court D~vtsmn, Court o
ht neither the above named personal representative nor
)resentative have filed with the Register of Wills or
Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court
Orphans' Court Rules, was given by the Register of Wills on 4-2_5, 20 02_ , and that the ten
(10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e)
the Court is hereby notified of such delinquency and the undersigned requests that a Court
conduct a hearing to determine whether sanctions should be imposed upon the delinquent-
personal representative or counsel for the delinquent personal representative.
2002.~_~
Date: May 15,
Distribution:
'(Mars(~. LewiS, g' ~ w itm v (j
Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for (~3'~-~J~.-0o7-.- at 2;Jd~, ,In Courtroom No. 3. Ifthe
Certification of Notice is filed prior to the hearing date, the hearing will automatically be
cancelled. Geor~~~~A~-
Name of Decedent:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Date of Death: ~-~'~KTU6-- 206 /
Will No. a~ { --, ['~ ~._ '~ W ~ Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration 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 Z % ~ ~ 'c' O 'z,. .
Name Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Capacity: __
Signature
Name ~/( ,~~
Address
Telephone ( )
Personal Representative
· /Counsel for personal representative
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV- 1 500
OFFICIAL USE ONLY
/7-
FILE NUMBER
21 1 -0 2 0 0 4
COUNTY CODE ' YEAR NUMBER
INHERITANCE TAX .RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Ripson, Helen A.
SOCIAL SECURITY NUMBER
166 _ 12 _
2374,
Z
LM DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
~ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
Ltl 08/28/02 07/09/22 ... REGISTEROF WILLS
~,) '
ILl. (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Q.
[-~1. Original Return
[~4. Limited Estate ' '
r-~6. Decedent Died Testate (Attach copy of Will)
r~9. Litigation Proceeds Received
[~2. Supplembntal R~turn ' .....
[---'~ 4a. Future Interest Compromise (date of death after 12-12-82)
[~ 7. Decedeni Maintained a Living Trust (At~ch copy of Trust)
r~l o. Spousal Poverty Credit (date ofdeath between 12-31-91 an~l 1-1-95)
r--] 3. Remainder Return (data of death prior to 12-13-82)
[--~ 5. Federal Estate Tax Return Required
8.~ Total Number Of Safe Deposit Boxes
[---~11. Election to tax under Sec. 9113(A) (A~ach Sch O)
NAME John M. Eakin
FIRM NAME (IfApplicable)
COMPLETE MAILING ADDRESS
Market Square Building
Mechanicsburg, PA
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation. Partnership or Sole-Proprietorship (3) ' ~
4. Mortgages 8, NotesReceivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6, Jointly Owned Property (Schedule F) (6)
[~] Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property . .' i7)
(Schedule G or L)
8. Total Gross Assets.(total Lines 1-7)
9. Funeral Expenses & Administrative Costs (S.chedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11).
13.
14.
72,484.26 7'~:; 5'
Charitable and Govemmental Bequests/Sec 9113 Trusts for which an e!ecti0n to tax has not been.
made (Schedule J)
Net Valu. e Subject to Tax (Line 12 minds Line 13)
12,109.70
.(8)
(11)
02)
.(13)
(14)
-..1,
OFFI(~I'A:L USE ONLY
72,484.26
12,109.70
60,374.56
60,374.56
15.
. SEE INSTRUCTIONS ON REVERSE SIDE FOR APPL!CABLE RATES
Amount of Line 14 taxable at the spousal tax 6 0,3 7 4.5 6
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate - ·
.x .0_ (15)
x .0 (16)'
17. Amount of Line 14 taxable at sibling rate x .12 (17)
18. Amount of Line 14 taxable at collateral rate x .15 (!8)
19. Tax Due (19)
20.
~J
DeCedent's COmplete Address:
STREET ADDRESS ·
32 Kensington Drive
CITY Camp Hill, PA I STATE
ZIP
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit .
B.. Prior Payments
C. Discount
(1)
Total Credits ( A + B + C ) (2)
Interest/Penalty if applicable - ..
D. Interest
E. Penalty
· ' Total Interest/Penalty ( D + E ) (3)
If Line 2 is greater thanLine 1 + Line 3, enter the difference. This is the OVERPAYMENT,
Check box on Page 1 Line 20 to request a refund (4)
o
5. If Line 1 +.Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax-due.
(5)
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) O
Make Check Payable to: REGISTER OF WILLS, AGENT
· PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X, IN THE -APPROPRIATE BLOCKS
1. Did decedent make a transfer and! Yes No
a. retain the use or income of the property transferred;.: ............................ ' ............................ : ............................... [] "' []
b. retain the right to designate who shall use' the property transferred or its income; .......................... ..... ............. ·'[-~ '[]
c. retain a reversionary interest; or .................................... : ........................... ' .......................................................... [] [] .. '
d. receive the promise for life of either payments, benefits or care? ............................. ; ................. : ............. . ......... [] . [X-]. :.
.. .... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death. "" ' i...
without receiving adequate consideration? .............................................................................................................. [] [] .,'
3. Did decedent own an "in trust for" or'payable upon death bank account or security at his or her death? ............
4.. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which ' · · ' '. "' ·.
contains a beneficiary designation? ....................................... : ................ . ........................... '..'....i..:.....: ...... :.L...'L:..'... [] ' ' [] " . ' ,.
'IF THE ANSWER TO ANY OF THE ABOVEQUESTIONS IS YES, YOU' MUST COMPLETE SCHEDULEG AND FILE IT AS PART O.,F THE RETURN::
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements,.and to the best of my knowledge a~d belief, it is true, correct and complete·
Declaration of prepar?D~r other than the personal representative is based on all information of which preparer has any knowledge.
ADDRESS
34 Ken~ingto~.~Drive, Camp Hill, PA
SIGNATURE OF PR£P/~R~T.~-IE~N ~PRESENTATIVE ·
,~ r ,L.~_.~,.¢./,,~, '
ADDRESS 'Marke~Square' Building, Mechanicsburg
Septf~ , '2002
.DATE
Sept. [,~,, 2002
PA
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 3%
[72 P.S. {}9116 (a) (1.1) (i)].
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 0% [72 P:S. {}9116 (a) (1.1) (ii)].
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 still 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 0% [72 P.S. {}9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedenrs lineal.beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. {}9116(a)(1)].
The tax rate imposed on the net value of transfers to o~: for the use of the decedenrs siblings-is' 12% [72 P.S. §9116(a)(1.3)].'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. · ·
COUMONWEAI TH OF PENNSYlVANiA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Helen A. Ripson 21~02-0043
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 72,484.26
John Bullock Estate, DistribUtive share
see attached check
72,484.26
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
I~11~ ~-~¥~te of Helen Rips. on and ~ $72,484.26
~ ~ .... ,~ - -. ~= in Esquire & 26~10~
~P "!L.'.k'~~ ~oD~ M. Eak~n, -- . ..... ~,~ _ ~ ~j~?
~.~ Seventy - · .......
~ .~--I' firstunion.com ..... 3 /~ ~'~C /~~
',~ .-n ~ ~onR SO ~1. kU kuu ~~~~-~~:
REV-1511 EX+ (12-99~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Helen A. Ripson 21-02-0043
Debts of decedent must be reposed on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
FUNERAL EXPENSES:
Malpezzi FuneraliHo~e
Mechanicsburg, PA
Gate of Heaven Cemetery, lot and interment
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State __ Zip
Year(s) Commission Paid:
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Martin Ripson
Street Address ~2 f(en.~tn~tcm Drive
CJ~ Camp Hill, PA
Relationship of Claimant to Decedent Husband
State __ Zip
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
Filing fees
6,783.70
1,350.00
250.00
3,500.00
211.00
15.00
TOTAL (Also enter on line 9, Recapitulation) $ 12,109.70
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX * (1-97} '~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
Helen* A.. Ripson 21-02-0043
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do 'Not List Trustee(s) OF ESTATE
TAXABLE DISTRIBUTIONS (include outright spousal.distributions)
II.
Martin Ripson
32 Kensington Drive
Camp Hill, PA
Husband
entire estate
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART [[. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE'13 OF REV 1500 COVER SHEET $
(If more space'is needed, insert edditiona!i'sheets of the same size)
BUREAU OF ZNDZVZDUAL TAXES
/NHERTTANCE TAX D/VTSTOH
nEPT. Z80601
HARRXSBURG, PA 17128-0601
CONHONNEALTH OF"PENNSYLVANZA
DEPARTNENT OF REVENUE
NOTZCE OF ZNHERZTANCE TAX
APPRAZSEMENT, ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTZONS AND ASSESSMENT OF TAX
REV-154? EX AFP ¢01-02)
R(~CO~:~(:~.[i~i:!~:~E. 9'¢ DATE 10-28-2002
R~* '*'- ' ,',* ESTATE OF RZPSON HELEN
FXLE NUHBER 21 02-00q5
'02 -1 P1:45 COUNTY CUHBERLAND
JOHN H EAKIN ACN 101
HARKET SQUARE BLDG I Amount Remitted
HECHANICSBURG - PK~1~-7055.~' ~'.
HAKE CHECK PAYABLE AND REHZT PAYHENT
REGISTER OF NILLS
CUH~ERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THZS LZNE ~ RETAZN LONER PORTZON FOR YOUR RECORDS
DZSALLONANCE OF DEDUCTZONS AND ASSESSHENT OF TAX
ESTATE OF RIPSON HELEN AFZLE NO. Z10Z-OOq5 ACN 101 DATE 10-Z8-2002
TAX RETURN NAS: (X) ACCEPTED AS FZLED ( ) ~:HANGED
RESERVATZON CONCERNZNG FUTURE XNTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~ (1)
2. Stocks and Bonds (Schedule B) (2)
$. Closely Held Stock/Partnarshlp Zntarest (Schedule C) ($)
~. Mortgages/Notes Receivable (Schedule D) (R)
5. Cash/Bank Deposits~Misc. Personal Property (Schedule E) (S)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule g) (7)
8. Total Assets
APPROVED DEDUCTZONS AND EXEMPTZONS;
9. Funeral Expansas/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilltlas/L1ans (Schedule Z) (10)
11. Tote1 Deductions
12. Nat Value of Tax Return
15.
lq.
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J)
Nat Value of Estate Sub~act to Tax
.O0
7Z~8~,.Z6
.00
.00
.00 NOTE: To insure proper
.00 credit to your account,
.00 submit the upper p°rtion
of this form with your
tax payment.
(8)
12,109.70
.00
NOTE:
72,~8~.26
(11) 12.]09.70
(Z2) 60,57q.56
(~$) . O0
(Ze) 60,57~. 56
Zf an assessment Nas lssued prev/ously, lines 1~, 15 and/or 16, 17,
reflect flgures that include the total of ALL returns assessed to date.
18 and 19 will
ASSESSHENT OF TAX:
1.6. Amount of Line lr* at Spousal rate
16. Amount of Line lq taxable at Lineal/Class A rata
17. Amount of Line 1~ at Sibling rata
18. Amount of Line 1~ taxable at Collateral/Class B rata
19. Principal Tax Due
TAX CREDTTS:
PAYMI~NT RECETpT DISCOUNT (+)
DATE NUMBER /NTEREST/PEN PAZD (-)
ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE
FOR CALCULATZON OF ADDZTZONAL ZNTEREST.
(z.6) 60,57~.56 x O0 : .00
(26) .00 x Oq5= :00
(z?) .00 x 12 = .00
(~8) .00 X 15 = .00
(19)= . O0
AMOUNT PAZD
· TOTAL TAX CREDTT .00
BALANCE OF TAX DUE] .00
ZNTEREST AND PEN. .00
TOTAL DUE . O0
( XF TOTAL DUE XS LESS THAN $1, NO PAYMENT TS RE~U/RED.
ZF TOTAL DUE TS REFLECTED AS A 'CREDZT' (CR}, YOU MAY BE DUE
A REFUND. SEE REVERSE SZDE OF THZS FORM FOR TNSTRUCTZONS.)
RESERVATION:
PURPOSE OF
NOTZCE:
PAYHENT:
REFUND (CR):
OBJECTIONS:
ADMiN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:.
PENALTY:
ZNTEREST:
Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the laaful Class B (collateral) rate on any such future interest.
Ta fulfill the requirements of Section 2140 of the'Inheritance and Estate Tax Act, Act Z$ of ZOO0. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of NilIs printed on the reverse side.
--Make check or money order payable to: REGISTER OF N/LLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
far Refund of Pennsylvania /nheritance and Estate Tax" (REV-iS13). Applications are available at the Office
of the Register of Nills, any of the 23 Revenue District Offices) or by calling the special Z4-hour
ansaering service for forms' ordering: 1-800-362-2050~ services for taxpayers mith special hearing and / or
speaking needs: 1-800-447-3020 (TT only).
Any party in interest'not satisfied aith the appraisement, allowance, or disaZlo~ance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object althin sixty (60) days of receipt of
this Notice by: ~
--aritten protest to the PA Department of Revenue, Board of Appeals, Dept. 181021, Harrisburg, PA 17118-1011, OR
--eZection to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this asseSsment should be addressed in ariting to: PA Department of Revenue,.
Bureau of Individual Taxes, ATTN: Post Assessment Revlee Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REVelS01) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SI) discount of
the tax paid is a11oaed.
The 152 tax amnesty non-participation penalty is computed on the total of the tax and inter,st assessed, and not
paid before January;lB, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you mould appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one [1) day from the date of
death; to the date of payment. Taxes ahich became delinquent before January 1, 1982 bear interest at the rate of
six (6Z).percent per annum calculated at a daily rate of .000164. Al1 taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate mhich wil1 vary from calendar year to calendar year ,ith that rate
announced by the PA Department of RevenUe. The applicable interest ~ates for 198Z through 2002 'are:
Year Interest Rate DaiZy Interest Factor Year Interest Rate Daily Interest Factor
m
1982 ~OX .0005~8 1992 97. . D00247
1983 162 .000438 1993-1994 77. .000192
1984 . 117. .000501 1995-1998 97. .000247
1985 137. · 000356 1999 7Z · 000192
1986 102 · 000274 2000 82 . 000219
1987 ~ 9Z · 000247 Z001 9Z . 000247
1988-1991 112 .000301 Z002 67. .000164
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made ·after the interest computation date shown on the
Notice, additional interest must be calculated.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Halen R~p~on
Date of Death: August 28, 2001
Will No.: 21-02-0043 Admin. No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, 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:
Yes [] No [-1
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:
ao
Did the personal representative 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 state an account informally to the parties
in interest? Yes ['/'1 No [-]
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this repo~ (~ ~
:-~ : Signa
John M. Eakin
Name
Market Square Building
1 West Main Street
Mechanicsburg, PA 17055
Ad.ess
Capacity:
766-3172
Telephone No.
Personal Representative
Counsel for personal represenffi{i~e
Cumberland'County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345'
Date: 7/01/2003
RIPSON MARTIN
32 KENSINGTON DRIVE
CAMP HILL, PA 17011
RE: Estate of RIPSON'HELEN
File Number: 2002-00043
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT-RULES, NO.
103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 8/28/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
cc: JFile
Counsel
Judge