HomeMy WebLinkAbout03-0563PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
Estate of RICK¥ E. LATSHA NO. ~:~1- /)3-,5[05
also known as RICK E. LATSHA To:
Register of Wills for the
.Deceased. County of Cumberland in the
Commonwealth of Pennsylvania
Social Security No. 184- 4 $- 3700
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older, applies
for letters of administration
on the estate of
(d.b.n.; pendente lite; durante absentia; durante minoritate)
the above decedent.
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
his last family or principal residence at 208 Sprinq Lane, East Pennsboro '2OWl~ship
(list street, number and municipality)
Decendent, then 48 years of age, died June 28
at 208 Sorinq Lane, East Pennsboro Township
2003 ,
Decen/:lent at death owned property with estimated values as folllows:
(If domiciled in Pa.) All personal property $ 50,000.00
(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:
Petitioner afterapropersearchhas
thefollowingspouse(ifany) and heirs:
Name
Lawrence B. Latsha
ascertained that decedent left no will and was survived by
Relationship
Father
Residence
7 Raspberry Drive
Mechanicsburq, PA 17050
THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the
appropriate form to the undersigned.
7 Raspberry Drive
Mechanicsburg, PA 17050
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OF C~,~.RL~
3
The petitioner(s) above-named swear(s) or affirm(s) that the
statements in the foregoing petition are true and correct to the best
of the knowledge and belief of petitioner(s) and that as personal
representative(s) of the above decedent petitioner(s) will well and
truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this I ~ 4-~ day of
~~ X~9 2003
No.
Estate of RICKY E. LATSHA
also known as RICK E. LATSHA
, Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW ~,~t~ I1¥ ~ 2003, in consideration of the petition on
the reverse side here~, sat~factory proof having been presented before me,
IT IS DECREED that Lawrence B. Latsha
is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration
are hereby granted to Lawrence B. Latsha
in the estate of Ricky E. Latsha,
also known as Rick E Latsh~ c_ ~
Register of Wills ~ 01:. i
FEES
Letters of Administration .....
Short Certificates(I
~ ................ $
TOTAL
Filed .~.'-.I.~.-.O..~ ........ A.D. 19 ,
Marlin R. McCaleb (#06353)
_ ATTQ~NEY ~gp. Ct..I.D. No.)
219 ~as~axn ~ree~
Mechanicsburq, PA 17055
ADDRESS
(717) 691-7770
PHONE
LAW OFFICES
MARLIN R. McCALEB
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Ricky E. Latsha, a/k/a Rick E. Latsha
Date of Death: June 28, 2003
Will No. 21-03-0563
To the Register:
I certify that notice of beneficial interest and estate
administration required by Rule 5.6(a) of the Orphans' Court
Rules was personally served on the following beneficiaries of
the above-captioned estate on July 21, 2003.
Name Address
Lawrence B. Latsha
7 Raspberry Drive
Mechanicsburg, PA 17050
Notice has now been given to all persons entitled thereto under
Rule 5.6(a).
Date: July 21, 2003
Marlin R. McCaleb
Attorney I.D. No. 06353
219 East Main Street
P.O. Box 230
Mechanicsburg, PA 17055
(717) 691-7770
FAX: (717) 691-7772
Counsel for Personal Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD O03O6O
MCCALEB MARLIN R
219 E MAIN STREET
MECHANICSBURG, PA
17055
........ fold
ESTATE INFORMATION: SSN: 184-48-3700
FILE NUMBER: 2103-0563
DECEDENT NAME: LATSHA RICKY E
DATE OF PAYMENT: 09/26/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/28/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $1,800.00
TOTAL AMOUNT PAID:
$1,800.00
REMARKS: RECEVIED LAWRENCE B LATSHA
IN C/O MARLIN R MCCALEB, ESQ.
SEAL
CHECK# 18
INITIALS: JA
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
REV~1500 EX + (6-00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENTOFREVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
E
C
E
D
E .
N
T
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Latsha Rick.y E.
DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR)
06~¢'~,,~ ~ 03 05/24/1955
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
cAPB 4.
HpRL
EpIO 6.
CRAC
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OFFICIAL USE ONLY
FILE NUMBER
21-03-0563
COUNTY CODE YEAR NUMBER
C
0
M
x[
T
I
0
N
SOCIAL SECURITY NUMBER
184-48-3700
THIS RETURN MUST E FIE-D IN DIJPLICA
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
Odginal Return ~ 2.
Limited Estate 4a,
Decedent Died Testate 7.
(Attach copy of Will)
Litigation Proceeds Received[-'--"] 10.
Supplemental Retum I J 3.
~eP~l~r~z~,~r§~t) Compromise (date of death after 12-12-[] S.
Beqei/e~t Maintained a Living Trust 0 8.
l?,Al~he~opy of Trust)
Spousal Pove.y Credit
¢:t~f death between 12-31-91 and 1-1-95)
NAME
Marlin R. McCaleb Esq.
FIRM NAME (If Applicable)
Law Offices-Marlin R. McCaleb
TELEPHONE NUMBER
717/691 - 7770
1 Real Estate (Schedule A) (i)
ZStocks and Bonds (Schedule B) (2)
3Closely Held Corporation, Partnership or (3)
Sole-Proprietorship
4Mortgages & Notes Receivable (Schedule D) (4)
5Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6Jointly Owned Property (Schedule F) (6)
~Beparate Billing Requested
7~nter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8.Total Gross Assets (total Lines 1-7)
9Funeral Expenses & Administrative Costs (Schedule H) (9)
10~ebts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11Total Deductions (total Lines 9 & 10)
1;~Net Value of Estate (Line 8 minus Line 11)
13~haritable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
l~Jet Value Subject to Tax (Line 12 minus Line 13)
Remainder Return (pdda
Federal Estate Tax Return
Total Number of Safe Depo
~Election to tax under Sec. 9
~,'~ ~ (Attach Sch O)
COMPLETE MAiL,N A ;DRES
219 East Main Stree~
P. O. Box 230 '::?~ : ~
Mechanicsburg, PA 17055 ": !:~'
OFFICIAL USE ONLY
None
3,174.85
None
None:
63,484,42
None
None
18,846.64
235.42
(8) ;.,;,
· ! c~o6,659.27
(11)
(12)
(13)
19,082.06
47,577.21
(14)
47,577.21
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
150,mount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)(1.2)
16~mount of Line 14 taxable at lineal rate
17Amount of Line 14 taxable at sibling rate
18~mount of Line 14 taxable at collateral rate
X .0 0 (15)
47,577.21 x .o '45 (16)
X .12 (17)
X .15 (18)
0.00
2,140.97
0.00
0.00
Copyright (c) 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
208 Spring Lane
CITY STATE ZIP
Enola PA 17025
Tax Payments and Credits:
1.Tax Due (Page 1 Line 19)
2Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
1,800.00
94.74
(1)
Total Credits ( A + B + C ) (2)
2,140.97
3Jnterest/Penalty if applicable D. Interest
E. Penalty
Totat Interest/Penalty ( D + E ) (3)
4Jf Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5Jf Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (EB)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1Did 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? ...................
2if death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ................................ E~ ~-]
3Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? ~ ~
4Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? ................................ [---] ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
1,894.74
0.00
0.00
246.23
0.00
246.23
Under penalties of perjury, I declare that I have examined this retuml including accompanying schedules and statements, and to the beet of my knowledge and belief, it is true,
correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Lawrence B. Latsha
/~ -- ---. ~~/ 7 Raspberry Drive __ ..
S'G"ATUREO~P~EPARE~HER~R~NTAT,VE Law Offices-Marlin R. McCaleb
/~ ~,~//~~/ 219 East Main Street ~__~ ¢~
For dates of death on or affer July 1, 1994 and before Januaw 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) ¢)].
For dates of death on or affer Januaw 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the su~iving spouse is 0%
[72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a sullying spouse from tax, and the statutow requirements for disclosure of assets
and filing a tax return are still applicable even if the su~iving s~use is the only beneficiary.
For dates of death on or a~er July 1,2000:
The tax rate imposed on the net value of transfers from a deceased child ~en~-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 decedent's iineai 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 or for the use of the decedent's 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.
Copyright (c) 2000 fo~ software only The Lackner Group, inc. Fo~ REV-1500 EX (Rev. 6-00)
REV-1503 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ricky E. Latsha SS# 184-48-3700
SCHEDULE B
STOCKS & BONDS
06/28/2003
FILE NUMBER
21-03-0563
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION UNIT VALUE
OF DEATH
1 12 shares AT&T, CUSIP #001957505 - common (Equiserve 8.35 100.20
Acct. #529197818).
2 52 shares AT&T Wireless Services, Inc. common stock, 8.35 434.20
CUSIP 002094 10 6.
3 21.608 shares AT&T - common (Equiserve Acct. 8.35 180.43
#270610436).
4 53 shares Comcast Corporation - Class A, common 30.63525 1,623.67
5 Employee Stock Option - non-transferrable option to 0.00
purchase 30 shs. AT&T common @ $35.8085, issued
08/01/97, for 10 years. Market value of AT&T common on
D.O.D.: $19.47.
6 Employee Stock Option - non-transferrable option to 0.00
purchase 48 shs. AT&T Wireless Services, Inc., common @
$18.6724, issued 08/01/97, for 10 years. Market value
of AT&T Wireless Services, Inc., common on D.O.D.:
$8.35.
7 Employee Stock Option - non-transferrable option to 0.00
purchase 101 shs. AT&T Wireless Services, Inc., common
@ $29.1560, issued 04/27/00, for 10 years. Market
value of AT&T Wireless Services, Inc., common on
D.O.D.: $8.35.
8 205 shares GRIC Communications, Inc. - common, 205 shs. 4.07 834.35
9 t share Lucent Technologies, Inc. common stock, CUSIP 1.9975 2.00
549463 10 7.
TOTAL(Alsoenteronline2, Recapitulation) 3,174.85
...... (If more space ~s needed, insert additional sheets of the same size)
AT & T CORP. (21C)
RICK E. LATSHA
208 SPRING LANE - FRONT
E~OLA, PA 17025
Optionee Detail Report
as of 10/28/2003
Hire Date: 06/25/19,79
Term. Date: 06/28/2003 Death
Date: 10/28/2003
Page: 1
Grant Date/ Grant Options Option ---Transaction--~
Ex%Dr. Date Plan Type Granted Price Date Am ...... ' - · . Shares ~tions Shares
.............................................................. ~L_ =rte =~sa=t~on n.e Sold Out.tandi=g EL1.
08/01/1997 97ALNQ 30 $35.8085 ................................................................
08/01/2007 AT&T LTIP 1997 Ail employee 30 30
Total Opcions Outstanding: 30
Total OpCions ~xercisable: 30
· he[em, but we cannot ~uerantee its accuracy_
co~eten~,t~~ a sol~citaQon ~or t~e pure
AT&T WIRELESS
RICK E. LATSHA
208 SPRING LA/NE - FRONT
EI~OLA, PA 17025
Optionee Detail Report Date: 10/28/2003
as of 10/28/2003 Page: 1
Hire Date: 06/25/1979
Gra~t Date/ Grant Options Option ---Transaction---
__E~_~_~ . Shares Options Shares
ate Plan TYlDe Granted Prlce Date Amount Price Transaction TylDe Sold Outstanding Exbl
08/01/1997 SPLT NQ 48 $18.6724
08/01/2007 SPLIT-OFF 48 48
04/27/2000 IPOA NQ 101 $29,1560 ............................................
04/27/2010 AT&T ALL EMPLOYEE IPO GRA/~T 10! 10!
Total Options Outstanding: 149
Total Options Exercisable: 149
~on herein has been obtained from SOUrCeS
~o~eten~ ....... ~oli~i~tion ior the ~rchase or sam
sec ~,
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ricky E. Latsha
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
SS# 184-48-3700 06/28/2003
FILE NUMBER
21-03-0563
Include the proceeds of litigation and the date theproceeds were received by the estate. All property jointly-owned with the right of
survivorsh,p must be disclosed on Schedule F.
ITEM
NUMBER
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
DESCRIPTION
AT&T - paycheck for 06/27/2003.
AT&T - paycheck for 07/03/2003.
18
19
Belco Community Credit Union
principal balance as of DOD.
S4 Checking Acct. #108730,
Belco Community Credit Union - Si Savings Acct. #108370,
principal balance as of DOD.
Betco Community Credit Union - Si Savings Acct. #108370, dividend
accrued to DOD.
Cash and coins in Decedent's possession.
Coins found in Decedent's apartment.
1995 Chevrolet Camaro automobile
AT&T Long Term Savings and Security Plan - 401(k) Plan
Belco Community Credit Union ~ Si Savings Acct. #108370, AT&T
Pension Plan payment.
Citibank/AT&T Universal Card - settlement of class action
lawsuit.
Fidelity Investments - Account No. X47-308498, cash balance.
Household goods, contents, furniture and furnishings.
Liberty Mutual Insurance Co. - refund of unused automobile
insurance premium.
Municipal & School Income Tax Office - refund of 2002 local
income tax
Peoples Benefit Services, Inc. - refund.
Peoples Benefit Services, Inc. refund of medical prescription
plan.
Summerdale Apartments refund of security deposit.
U. S. Treasury - refund of 2003 personal income tax.
Total of Continuation Schedule(s)
TOTAL (Also enter on line 5, Recapitulation)
VALUE AT DATE
OF DEATH
547.33
547.33
648.55
31,674.85
28.80
288.65
5.38
4,500.00
21,665.85
444.63
1.53
10.21
640.00
402.00
2.05
13.42
7.95
565.00
1,417.23
73.66
63,484.42
inc.(If more space is needed, insert additional sheets of the same
size)
Copyright
(c)
1996
form
software
only
CPSysterns,
F~rm REV-lS08 EX m~,,
Estate of: Ricky E. Latsha
Soc Sec #: 184-48-3700
Date of Death: 06/28/2003
Continuation of Schedule E
(Cash, Bank Deposits & Miscellaneous Personal Property)
Item Description
Value at Date
of Death
20 West Shore Tax Bureau - refund of 2003 local wage tax.
73.66
73.66
BELCO
Community Credit Union
1. Name(s) in which the account was held:
Getti~8 You T~ere
DECEDENT ESTATE INFORMATION
....
Account number: ~('~)._ '7
Balance as of date of death:
Balance Accrued Dividends
Christmas Club: $- $
Whatver Club: $ $
Checking: $ ,~.~ ~. ~ $ ..~
Money Market: $ $
Certificates: Balance Accrued Dividends
For
4. Date the account was initiated:
5.
Name(s) in which Safe Deposit Box was held:
YTD Dividends
$
$
YTD Dividends
$
$
$
$
$
Certficate Number
Date the box was initially rented:
Branch address at which the box is located:
Unsecured Loans:
Loan Information:
A.
B. Secured Loans:
C. Mortgage Loans:
Balance Accrued Interest
$ $
$ $ $.
$ $ $
$ $ $
$ $ $
$ $' $
Per Diem Int
$
BELCO COMMUNI~ CREDIT UNION
MAIN OFFICE
403 N. 2nd Street · P.O. Box82 · Harrisburg, PA 17108 · (717) 23-BELCO
Web Site: ~w. belco.org
UT/ZUlU3 i~:UU ~'A~
~ U~
Page 1 of 3
AT&T Long Term Savings &
Security Plan
RICK E LATSHA
208 SPRING LANE - FRONT
ENOLA, PA 17025-2147
Your Account Summary
Savings Plan Statement
~' Customer Service: (800) 610-7100
Rdelity Investments Institutional
Services Co.
82 Devonshire Street
Boston, MA 02109
Statement P~riod:'06/28/2003 to 06/28/2003
Beginning Balance
Ending Balance
Additional Information
Vested BaJance
$21,665.85
$21,665.85
$21,665.85
YOur personai.Rateof Returh '. ' ". . · ..
..... :. ', ... . ... , ~.' . : , . .~ .,~ ... .. _._ , " ,.. .
Your Personal'Rate of RetUrn is calculated With a time-weighted.formula,- Widely used by financ!al
analysts b~ calculate investment earnings.' tt reflects the ?esults of your'investment selections as'
well as.any activity in the plan. account(s) shown. There are other Personal 'Rate of Return
formulas used that may yield, different results. Remember that pas'~ performance is no guarantee
of future results. "
Your Asset AlloCation
Statement Period: 06/2'8/2003 tb 06/28/2003
~1 Bond Investments ($19,765.02), 91.22%
II Stock investments ($1,900.83), 8.77%
https://corporatebencfi ts 112.fidelity,corrYplansponsor/sponsor/online_statement_detail.do
3UL 29 2003 15: 1J
07/29/2003
P~GE. 12
REV-1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ricky E. Latsha
184-48-3700
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
06/28/2003
FILE NUMBER
21-03-0563
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
Bo
DESCRIPTION
=UNERALEXPENSES:
Myers Funeral Home
Latsha).
funeral services
(reimbursed to
The Elizabethville Monument Co. gravemarker
Lawrence
~DMINISTRATIVE 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:
Attomey's Fees Law Offices-MArlin R. McCaleb
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
Probate Fees
Register of Wills
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
Brickers Auction - expenses of public sale of household contents
Cumberland Law Journal - advertising Letters (reimbursed to
Marlin R. McCaleb, Esq).
DoubleGold, Inc., d/b/a RestoreCore - bio-chemical cleaning of
decedent's apartment and contents, and replacement of carpet, to
remove odor and bodily fluids caused by decedent's decomposing
body (decedent had been dead for several days before his
decomposing body was discovered in his apartment).
George's Cleaners - cleaning leather coats in preparation for
Total of Continuation Schedule(s)
TOTAL (Aisc enter on line 9, Recapitulation)
(If more sPace is needed, insert additional sheets of the same size)
Bo
AMOUNT
1,419.00
450.00
5,500.00
120.00
211.00
75.00
8,646.17
79.90
2,345.57
18,846.64
Estate of: Ricky E. Latsha
Soc Sec #: 184-48-3700
Date of Death: 06/28/2003
Item Description
Continuation of Schedule H-B4
(Probate Fees)
Amount
Register of Wills - probate Estate (reimbursed to Marlin R.
McCaleb, Esq.)
120.00
120.00
Estate of: Ricky E. Latsha
Soc Sec #: 184-48-3700
Date of Death: 06/28/2003
Item Description
Continuation of Schedule H-B7
(Other Administrative Costs)
Amount
5
6
7
8
9
!0
11
12
13
sale.
PP&L - electric service for cleaning out apartment.
PP&L - electric service for cleaning out apartment.
PP&L electric service for cleaning apartment.
Reserve for Filing Account, releases, etc.
Summerdale Apartments
$ummerdate Apartments
Summerdale Apartments
The Neighborhood (MCI)
The Patriot-News
July rent.
August rent.
September rent.
telephone service.
advertising Letters.
81.11
95.74
52.43
250.00
565.00
565.00
565.00
65.56
105.73
2,345.57
REV-1512 EX + (I-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ricky E. Latsha
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SS¢/ 184-48-3700 06/28/2003
FILE NUMBER
21-03-0563
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1 AT&T Universal Card Acct. ¢~4784 8080 0019 9232 - credit card 58.51
balance.
4
5
AT&T Universal Card - Acct. ¢J4784 8080 0019 9232, account
payable.
Pennsylvania Department of Revenue
account payable.
2003 personal income tax,
PP&L - electric service, account payable.
The Neighborhood (MCI) - telephone service, account payable.
TOTAL (Also enter on line 10, Recapitulation) $
48.00
6.00
57.89
65.02
235.42
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
iNHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Rick'~ E. Latsha SS¢/ 184-48-3700
NUMBER
I.
SCHEDULE J
BENEFICIARIES
06/28/2003
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distdbuti0ns, and
tmnsfem under Sec. 9116(8)(1.2)t
Lawrence B. Latsha
7 Raspberry Drive
Mechanicsburg, PA 17055
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Father
FILENUMBER
21-03-0563
AMOUNT OR SHARE
OF ESTATE
Entire Estate
II.
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEb~
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEbl
$ 0.00
(If more space is needed, insert additional sheets of the same size)
Register of Wills of
CUMBERLAND
INVENTORY
County, Pennsylvania
Estateof Rick¥ E. Latsha No. 2003-00563
also known as Rick E. Latsha Date of Death 06/28/2003
, D~oei~bcurity No. 184-48- 3700
Lawrence B. Latsha,
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned
no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this
Inventory. I ANe verify that the statements made in this Inventory are true and correct, lANe understand that false statements herein
are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative
Attorney: Marlin R. McCaleb Esq. Signature: . _ _ ~. ~
Lawrence B. Latsha-
I.D. No.: Signature:
Address: 219 East Main Street Address: 7 Raspberry Drive
Mechanicsbur~, PA 17055 Mechanicsbur~, PA 17055
Telephone: 717/691-7770 Telepho,e: 717/697-1618
Dated:
Description
(See continuation page(s) attached)
(Attach additional sheets if necessary)
Value
0[
Total: 68,659.27
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc. Form #RW-7 (1992)
Estate of:
Date of Death:
County:
Ricky E. Latsha
06/28/2003
Cumberland
INVENTORY
CASH:
AT&T Paycheck for
06/27/2003.
AT&T - paycheck for
07/03/2003.
Belco Community Credit Union -
S4 Checking Acct. #108730,
principal balance as of DOD.
Belco Community Credit Union -
Si Savings Acct. #108370,
principal balance as of DOD.
Belco Community Credit Union -
Si Savings Acct. #108370,
dividend accrued to DOD.
Cash and coins in Decedent's
possession.
Coins found in Decedent's
apartment.
547.33
547.33
648.55
31,674.85
28.80
288.65
5.38
33,740.89
PERSONAL PROPERTY:
1995 Chevrolet Camaro
automobile
AT&T Long Term Savings and
Security Plan - 401(k) Plan
4,500.00
21,665.85
~1-
Belco Community Credit Union
Si Savings Acct. #108370,
AT&T Pension Plan payment.
Belco Community Credit Union -
Si Savings Acct. #108730,
CUNA Mutual Group life
insurance on BELCO account.
Citibank/AT&T Universal Card -
settlement of class action
lawsuit.
Fidelity Investments
No. X47-308498, cash
balance.
Account
Household goods, contents,
furniture and furnishings.
Liberty Mutual Insurance Co.
refund of unused automobile
insurance premium.
Municipal & School Income Tax
Office - refund of 2002
local income tax
Peoples Benefit Services, Inc.
refund.
Peoples Benefit Services, Inc.
- refund of medical
prescription plan.
Summerdale Apartments - refund
of security deposit.
U. S. Treasury - refund of
2003 personal income tax.
West Shore Tax Bureau - refund
of 2003 local wage tax.
444.63
2,ooo.bo
1.53
10.21
640.00
402.00
2.05
13.42
7.95
565.00
1,417.23
73.66
31,743.53
-2-
STOCKS/LISTED:
12.00 shares AT&T - common
(Equiserve Acct.
#529197818).
52.00 shares AT&T Wireless Services,
Inc. - common stock, CUSIP
002094 10 6.
21.61 shares AT&T ~ common
(Equiserve Acct.
#270610436).
53.00 shares Comcast Corporation -
Class A, common
Employee Stock Option -
non-transferrable option to
purchase 30 shs. AT&T common
@ $35.8085, issued 08/01/97,
for 10 years. Market value
of AT&T common on D.O.D.:
$19.47.
Employee Stock Option -
non-transferrable option to
purchase 48 shs. AT&T
Wireless Services, Inc.,
common @ $18.6724, issued
08/01/97, for 10 years.
Market value of AT&T
Wireless Services, Inc.,
common on D.O.D.: $8.35.
Employee Stock Option -
non-transferrable option to
purchase 101 shs. AT&T
Wireless Services, Inc.,
common @ $29.1560, issued
04/27/00, for 10 years.
Market value of AT&T
Wireless Services, Inc.,
common on D.O.D.: $8.35.
100.20
434.20
180.43
1,623.67
-3-
205.00 shares GRIC Communications,
Inc. common, 205 shs.
1.00 shares Lucent Technologies,
Inc. - common stock, CUSIP
549463 10 7.
834.35
2.00
3,174.85
TOTAL RECEIPTS OF PRINCIPAL ...............
68,659.27
-4-
COMMONWEALTH OF PENNSYLVANIA
DEP/..~RTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2806O1
HARRISBURG, PA 17128-0601
RECEIVED FROM:
MCCALEB MARLIN R
219 E MAIN STREET
MECHANICSBURG, PA
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
17055
NO.
REV-1162 EX(11-96)
CD 003661
........ fold
ESTATE INFORMATION: SSN: 184-48-3700
FILE NUMBER: 2103-0563
DECEDENT NAME: LATSHA RICKY E
DATE OF PAYMENT: 03/10/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUM BERLAN D
DATE OF DEATH: 06/28/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $246.14
REMARKS:
! SEAL
CHECK//126
TOTAL AMOUNT PAID:
$246.14
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF TNDTVZDUAL TAXES
INHERITANCE TAX BIVISION
DEPT. 280601
HARRISBURg, PA 17128-0601
COHMONgEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSEHENT, ALLO#ANCE OR DZSALLONANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-i$¢i7 EX AFP (01-05)
MARLIN R MCCALEB ESQ
M R HCCALEB LAW OFCS
PO BOX 230
MECHANICSBURG
'0~ AFR 26
PA 17 ~!~j~TiL .....
~ DATE 0q-26-2004
ESTATE OF LATSHA
DATE OF DEATH 06-28-2003
FZLE NUHBER 21 03-0563
? 1 :$~ COUNTY CUMBERLAND
ACN 101
I
Amount
Remitted
RICK E
HAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF gILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOgER PORTION FOR YOUR RECORDS ~
REV-154? EX AFP [01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOgANCE OR
DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LATSHA RICK E FILE NO. 21 03-0565 ACN 101 DATE 04-26-2004
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
$. Closely Held Stock/Partnership Interest (Schedule C) ($)
~. Hortgages/Notes Receivable (Schedule D) (~)
5. Cash/Bank Deposits/Hisc. 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 Expenses/Adm. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Hortgage Liabilities/Liens (Schedule 1) (10)
11. Total Deductions
12. Net Value of Tax Return
3~174.85
.00
63,,484.42
.00
.00 NOTE: To insure proper
credit to your account,
submit the upper portion
.00 of this form with your
tax payment.
.00
(8)
18,846.64
15.
lq.
NOTE:
ASSESSMENT OF TAX: 15. Amount of Line 1~ at Spouse1 rate
16. Amount of Line 1~ taxable at Lineal/Class A rate
17. Amount of Line 1~ at Sibling rate
18. Amount of Line 1~ taxable at Collateral/Class B rate
19. Principal Tax Duo
TAX CREDITS:
PAYNENT RECEZPT I D/SCOUNT (+)
DATE NUHBER I ZNTEREST/PEN PAZD (-)
09-26-2005 CDO03060 94.74
03-10-2004 CD003661 . O0
66,659 .Z7
235.42
(11) ]Q.082.0¢
(12) 47,577.Z1
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15)
Net Value of Estate Subject to Tax (1~)
Zf an assessment ~as issued previously, l:~.nes 14, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to date.
.00
47,577.21
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
18 and 19 will
TOTAL TAX CREDIT I 2,140.88
BALANCE OF TAX DUEI .09
INTEREST AND PEN. I .00
TOTAL DUE I .09
( 1F TOTAL DUE 1S LESS THAN $1, NO PAYHENT 1S REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT' (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
1,800.00
246.1~
AHOUNT PAID
(15). .00 x 00 = .00
(16) ~,7,577.21 x 045= 2,140.97
(17) .00 X 12 = .00
(18) .00 x 15 = .00
(~9)= 2,140.97
RESERVATION:
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 1Z, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life ar for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the 1aclu1 Class B (collateral) rate on any such future interest.
To ~ulfill the requirements of Section gl40 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (7Z P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Ni118 printed on the reverse side.
--Make check or money order payable to: REGISTER OF HILLS, AGENT
A refund of a tax credit, which ems not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Hills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour
answering service for forms ordering: 1-800-36Z-Z050; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-3020 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax [including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 171lB-lOll, OR
--election 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 writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. leO601, Harrisburg, PA 171ZB-0601
Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
If any tax due is paid within three {33 calendar months after the decedent's death, a five percent (BI) discount of
the tax paid is a11eeed.
The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 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 would 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 which became delinquent before January 1, 1982 bear interest at the rate of
six (6Z) percent per annum calculated et a daily rate of .000164. All taxes which became delinquent on and after
January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 19BZ through 2004 are:
Interest Daily Interest Dally Interest
Daily
Year Rate Factor Year Rate Factor Year Rate Factor
19BE 2OZ .0005q8 I~'~-1991 1XZ .O003fll ~ 9Z .OOOZq7
1983 162 .O00~3B 199Z 9Z .O00247 2002 6Z .00016~
19Bq XZZ .000301 1993-199~ 72 .O0019Z 2003 52 .000137
1985 132 .000356 1995-1998 9Z .000247 ZOOq qZ .000110
1986 IOZ .000274 1999 72 .00019Z
1987 iOZ .000Z74 ZOOO 7Z .O00lgZ
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will 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.
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 5/18/2005
MCCALEB MARLIN R
219 E MAIN STREET
MECHANICSBURG, PA 17055
RE: Estate of LATSHA RICKY E
File Number: 2003-00563
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 is due by:
6/28/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
~
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
RICKY E. LATSHA
Date of Death:
June 28, 2003
Estate No.:
21-03-0563
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 lXJ. No 0
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 representative file a final account with the Court?
Yes 0 No lKl
b. The separate Orphans' Com1:No. (ifany) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes 8 No 0
Date: Hay 23,
c. Copies of receipts, releases, joinders and approval offormal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
20.:bed to iliisreport ~~i? d~
Signature
..__4
.,..
Marlin R. McCaleb
Name
219 East Main Street
Mechanicsburg, PA 17055
Address
(717) 691-7770
Telephone No.
Capacity: 0 Personal Representative
.I2n Counsel for personal representative
ud