HomeMy WebLinkAbout01-0882
PETITION FOR PROBATE and GRANT OF LETTERS
c1./~- 8~2.
RUSSELL READY
No.
To:
Estate of
also known as
Deceased.
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
Social Security No. 172-01-8414
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the e)ecutQrs
in the last will of the above decedent, dated May
and codicil(s) dated None
named
,19~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h is last family or principal residence at MAnnrr.::lrp) 1700 Market Street.,
Camp Hill, Pennsylvania.
(list street, number and muncipality)
Decendent, then 86 years of age, died September 15, , ~ 2001 ,
at Holy Spiri t Ho!=;pi tA 1, F.::u:t Ppnn!::hnrn '1'mim9bj r '" C'].1!lberland C.ollnty, PA
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: None
Decendent at death owned 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: .
$ TTnp~tim::ltprl
$
$
$ None
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters tp-!=;tAmpnt::lry
(testamentary; administration c.La.; administration d.b.n.c.La.)
theron.
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h ~;::.e~~~;~c ~Z
-g.g 398 King' s Highway #24
rn~ Marvsville. PA 17053
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1 ss
COUNTY OF CUMBERLAND J
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 represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
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No. ~J-O' -~'L
Estate of
RUSSELL READY
, Deceased
AND NOW September * 200J.in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated May 7, 1984
described therein be admitted to probate and filed of record as the last will of
Russell Ready
and Letters T est amen t a rv
are hereby granted to Russell Eric Ready and Walter R. Ready
FEES
Probate, Letters, Etc. ......... $~
~~~..,~,.@9.~~cates6) . . . . . . . . .. $ 15/y)
}.-- .~. qw
.......JCty.. : 5 00
Filed . .g...~.lf...O'I.~~~~. =. ~. ~ ~...~.
(717)697-8528
PHONE
OS.80S REV 9/86
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Recor4s Office (or permanent filing,
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
p
7622463
No. Date
/) -~'V7 ~.-'"
U:'0v // '- ';;'4-1-" ~r -
Local Registrar
SEP 1 7 zoot
..144 Rev. 1/111 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE.OF DEATH
(Coroner)
UNOER 1 DItI
Hoon Mlnulet
1llRTH~ (QIy lIllc:l
SIlIIe Of foreign CllunItyl
Fnola, Pa
DUE 10 (a:l /IS A CONSEQUENCE OF):
cI.
WERE AlS1OP$Y FlHDINGS
--.ABlE PAtClR 10
COMPLETION OF CAUSE
OF DERH?
MANNER OF OERH
o
~
o
HomIcIde
p.,ldlng '___Ion
CIUcI not be ....,minId
Aug. 29,2001
Haw..
.0
NoD
AccIcIIlnI
SuIcIde
II.
... 2Ib.
CeftTR!II (Ched< <riy one)
'ClERTlfYING PHY8lCIAN ~ cerifvino _ 01 deIIlh ...... enolher phyIiciMhaI protlOUllCed d88lh and compI8led Item 231
To......ofMY~....__....to..--ce)....__.............,............ ........... ............... ......
.1'ftOIIOC1NC1NG ANOCEIITPtlNG PtlYIlCWf ~ balh pronauncing .....lIllc:l<*1ilyWlQ 10_ 01 <IelII\l
To...... of IllY .............. __................. ....,.... ........ to'" ~I- - -....... . . . . . . . . . . . . . . . , . . . . . . . .
.~~
Onthe....of......nIIIIon mdlar ....l....II,..lln.lIlfllY opinion. ......-.rrod..tile tl.... ...... 8nd pIIIco. 8Ilddue to tile CIlUIO(s) 8nd
----.....,.,...,...,.,.......,.,..."........-.................................................. ......
"..
b,,(1 / ~I/II I
om: ~ DEAl'H (Month, Day, 'llI8rl
.. September 15,2001
~o
DId
~
live In.
townIllIp?
MAAITAL swus. Mam.d SURVIVING SPOUSE
,.,....., ManIad. WidoolMd, (It.. gMI maiden neme)
CoIege 0I00rC*l (SpeciIy)
(1-401'5+) 1.. Married trice Sheaffer
17CXJ ..dtCOdenIllwdln East: PP-nllSboro
t:.
~'t<.
Pa
R?
NoD
MAT II: 0IIlar 1IQnll/cMl____ -.ibullng IOdIIlII, IIuI
not.-.lting In IIw undlIrlylng _ gIVen III PART I.
TIME OF INJURY
INJURY /(f WOAI<? 0ESCAI8E HOW lNJUflV OCCUAAeD.
~ Fall from wheelchair in
'11M 0 No" nursing home
Aprx.
Hill, PA
Coroner
M.
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LAST WILL
OF
RUSSELL READY
I, RUSSELL READY, of the Township of East Pennsboro,
Cumberland County, Pennsylvania, declare this to be my Last
Will, and revoke any and all Wills previously made by me.
ITEM 1:
I direct that all my just debts and funeral expenses be
paid as soon as practical after my decease.
ITEM 2:
I devise and bequeath all of my estate of every nature,
wheresoever situate, together with insurance thereon, to my wife,
BEATRICE R. READY, providing she survives me by thirty (30) days.
ITEM 3:
If my wife does not survive me, I dispose of my estate as
follows:
(a) I direct that my then living children shall have the
right at their option to select and receive any lot according
to age, my household furniture and furnishings, clothing, jewelry,
guns, articles of adornment and personal effects at the appraised
value thereof with adjustments by cash to equalize the share of
my then living children.
(b) I direct that the remaining property of my estate, both
real and personal, shall be sold at public or private sale as my
Executors shall determine and converted into cash of which I give
and bequeath to my then living children, share and share alike.
ITEM 4:
I direct that all my taxes that may be assessed in conse-
quence of my death, of whatever nature and whatever jurisdiction
shall be paid from my residuary estate as part of the expense of
the administration of my estate.
II
. .
ITEM 5:
I direct that I be buried in the lot which I own at the
Stone Church Cemetery, Wertzville Road, Silver Spring Township,
Cumberland County, Pennsylvania.
ITEM 6:
I appoint my sons, RUSSELL ERIC READY and WALTER R. READY,
Executors of this my Last Will.
ITEM 7:
I direct that my Executors shall not be required to give
bond for the faithful performance of their duties in any juris-
diction.
this
IN WITNESS WHEREOF, I have hereunto set my hand and seal
~ day of ~ ' 1984.
~~(~1
Russell Ready
I'
~ II
I
. .
The preceding instrument, consisting of this and two (2)
other typewritten pages identified by the signature of the
Testator, RUSSELL READY, was on the day and date thereof signed,
published and declared by RUSSELL READY, the Testator therein
named, as and for his Last Will, in the presence of us, who, at
his request, in his presence, and in the presence of each other,
have subscribed our names as witnesses hereto.
-1\J).,:~ ' ~~reSiding
~~~~~ residing
at ,-t.1 !~ ~l!. )7 () '13
3qOJ ~ <77:
at (J,hVlf {.J ..J..t) d{ /7 (J I /
II
. .
COMMONWEALTH OF PENNSYLVANIA)
) ss:
COUNTY OF CUMBERLAND )
We, RUSSELL READY, -1\-e- L e bl 1!), C ".~ EEiIh ,and
\4 e, N r if. \," ~ N e. , the Testator and the wit-
nesses respectively, whose names are signed to the attached or
foregoing instrument, being first duly sworn, do hereby declare
to the undersigned authority that the Testator signed and execute
the instrument as his Last Will and that he had signed willingly,
and that he executed it as his free and voluntary act for the
purposes therein expressed, and that each of the witnesses, in
the presence and hearing of the Testator, signed the Will as
witness and that to the best of his or her knowledge, the Testator
was at that time eighteen (18) years of age or older, of sound
mind and under no constraint or undue influence.
~7 ~
~ /!~4'~
,. Russell Ready
Subscribed, sworn to and acknowledged before me, a
and sworn to before me by
1/.12 AJ /Z y F (? ~ C/ /1/ c=.-
I I
,VP /11/ , 1984.
/
READY, the Testator, and subscribed
lIe/e/l./ /;y. G7~1'/7/ /# , and
, witnesses, this 7.4 day of
Notary Public, by RUSSELL
2~t.€t1
NotarY Pub 1 .
(SEAL)
FlLEEN B. COYNE
NOTARY PU3l/C
3901 Market St. (Ho:I+,de", Twp.)
CAMP HIll.. PA'
, ."
My Commission Expires June 26, 19"/? l('
E
..--
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Russell Ready, Deceased
Date of Death: September 15,2001
No. 2001-00882 PA No. 2101-0882
To the Register:
I certify that notice of beneficial interest 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 or
about September 26, 2001 :
Name
Address
Beatrice R. Ready
2 Bridge Road
Enola, P A 17025
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE.
Date: September 26, 2001
. chard C. Snelbaker, Esquire
Snelbaker, Brenneman & Spare, P.C.
44 West Main Street
P.O. Box 318
Mechanicsburg, P A 17055-0318
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
1ECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
READY RUSSELL ERIC
398 KING'S HIGHWAY NO. 24
MARYSVILLE, PA 17053
------- told
ESTATE INFORMATION: SSN: 172-01-8414
FILE NUMBER: 2101-0882
DECEDENT NAME: READY RUSSELL
DA TE OF PAYMENT: 10/29/2002
POSTMARK DATE: 10/28/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 09/15/2001
NO. CD 001778
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
01156511 I $60.99
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$60.99
REMARKS: RUSSEL E READY
CHECK#175
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
/ ? - Cj'- /1
'v BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG~ PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
NOTICE OF INHERITANCE TAX
APPRAISEKENT~ ALLOKANCE OR DISALLOKANCE
OF DEDUCTION~, AND ASSESSKENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-1548 EX AFP (01-02)
RUSSEL E READY
LOT 24
398 KINGS HWY
MARYSVILLE PA 17053
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
10-22-2002
READY
09-15-2001
21 01-0882
CUMBERLAND
172-01-8414
01156511
Allaunt Rellitted
RUSSELL
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 ~
RE-v:i54-i-Ex--AFii-foi~o2i------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 10-22-2002
ESTATE OF READY
RUSSELL
DATE OF DEATH 09-15-2001
COUNTY
CUMBERLAND
FILE NO. 21 01-0882
TAX RETURN WAS:
S.S/D.C. NO. 172-01-8414
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
01156511
FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES
ACCOUNT NO.
0070541450
TYPE OF ACCOUNT: () SAVINGS ()() CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 08-28-1964
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
2,385.81
0.166
397.64
.00
397.64
.15
59.65
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."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 10-30-2002 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 59.65
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.34
TOTAL DUE 60.99
. IF PAID AFTER THIS DATE, SEE REVERSE 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
/ j- V-//
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REY-1U7 EX AFP (01-02)
RUSSEL E READV
LOT 24
398 KINGS HWV
MARVSVILLE PA 17053
DATE
ESTATE OF
DATE OF DEATH
F.J LE NUMBER
COUNTY
ACN
12-03-2002
READV
09-15-2001
21 01-0882
CUMBERLAND
01156511
RUSSELL
Allount Rellitted
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, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REY=i6o;-Ex-AFP-C(fi:02j-------...--iNirERITANc'E-ii,x--STATEME-tii-oF"-AC-couiif--.i.---------------- -- ---
ESTATE OF READY RUSSELL FILE NO. 21 01-0882 ACN 01156511 DATE 12-03-2002
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY 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: 10-22-2002
P R I NCI PAL TAX DUE: ...........................................................................................................................................................................................................................
59.65
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-28-2002 CDOO1778 1.32- 60.99
TOTAL TAX CREDIT 59.67
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .02CR
.
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEKENT~ ALLONANCE OR DISALLONANCE
OF DEDUCTION~l AND ASSESSKENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
.,(COUNTY
'SSN/DC
ACN
RUSSEL E READV
LOT 24
398 KINGS HWV
MARVSVILLE PA 170a~
10-22-2002
READY
09-15-2001
21 01-0882
CUMBERLAND
172-01-8414
01156511
A.ount R..11 tt.d
~O. qCj
*
REV-1~'i8 EX AFP 101-02)
RUSSELL
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE
~
RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------
COHNONHEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
, ,BUREAU OF INDIVIDUAL TAXES
DEPT. Z80601
HARRISBURG, PA 171ZB-0601
REV-~K4$ EX AFP CO~-On)
RUSSEL E READY
LOT Zq
398 KINGS HWY
MARYSVILLE PA 17053
INFORMATION NOTICE FILE NO. 21 01-0882
AND
TAXPAYER RESPONSE ACN 01156511
DATE 11-21-2001
EST. OF RUSSELL READY
S.S. NO. 172-01-8~1~
DATE OF DEATH 09-15-2001
COUNTY CUHBERLAND
TYPE OF ACCOUNT
[] SAVINGS
[] CHECKING
D TRUST
[] CERTTF.
REHTT PAYHENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ALLFIRST FINANCIAL SERVICES has provided the Department Hith the information listed below which has been used in
calculating tho potential tax due. Their records indicate that at the death of the above decedent, you mere · joint owner/beneficiary of
this account. Tf you feel this information is incorrect, please obtain written correction from the financial institution, attach e copy
to this fore end return it to the above address. This account is taxable in accordance .lth the Tnheritance Tax La.s of the Common.smith
of Pann~lu~Le. Questions =ny be ensnared by calling (717) 787-8~Z7.
COMPLETE PART 1 BELOW ~ ~ ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 00705~1q50 De*-. 08-28-196~
Established
Account Balance 2,385.81
Percen* Taxable X 16.6 6 7
Amount Subject to Tax 397.6~
Tax Rata X .15
Potential Tax Due 59.65
To insure proper credit to your account, two
(Z) copies of this notice must accompany your
payment to the Register of #ills. Hake check
pa~mble to: ~Register of ~llls, Agent".
NOTE: Zf tax payments are lade within three
(~) loathe of the decedent's date of death,
you nay deduct · 5~ discount of the tax due.
Any inheritance tax due .ill becalm delinquent
nine (9) months after the date of death.
PART
TAX
LINE
PART TAXPAYER RESPONSE
I. [] The above lnformt/on e~ tax due Is correct.
l. You lay choose to re. it payment to the Register of Hills .lth t.o copies of this notice to obtain
CHECK a discc~t or avoid interest, or you lay check box "A" end retu~ this notice to the Register of
BLOCK .. [] The above asset has been or m/Il be reported and tax paid with the Pennsylvania lnherit~ce Tax return
ONLY to be ~iled by the decedsnt's representative.
C. ~The above in~or~tion is incorrect and/or debts and deductions mere paid by you.
You lust complete PART [] an~or PART ~belo~.
If yoU indicate a d~ffarent ~ax-rete, please state ~our
relationship to decedent: ~OUSe
RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
l. Date Establtshe4 I AUqUSt 28. 19~
2. Account eaZanca 2 $ 2,385.81
3. Percen~ Taxable 3 ~ ~0~
~. A.o~ SubJec~ *o Tax ~ ~1,,192-90
5. D~s and De~c~ions 5 _ O. O0
6. ~o~ Taxable 6 S].]9~_~0
7. Tax Rat. 7 ~ O~
~. T,x ~u, ~ ~ 0.0 0
PART
DATE PAID
DE~TS AND DEDUCTZONS CLAZHED
PAYEE
DESCRIPTION AMOUNT PAID
TOTAL (Enter on Line $ of Tax .Computation)
U~,dsr penalt/es of perjur¥,~Z declare tha~ *he Tact= Z have reported above era true, correct and
~ comp.],~tb ~o ~be bos~ of my~o~ge and belief.
RICI-12~D C. SNELBAKER
KEITH O. BRENNEMAN
PHILIP H. SPARE
SNELBAKER, BRENNEMAN ~ SPARE
A PROFE~$$1ONAL COI~POR~TION
ATTORNEYS. AT LAW
.e~ WEST MAIi~ STREET
MECHANICSBUR. G, PENNSYLVANIA 17055
P. O. BOX 318
FACSIMILE (717) 697-7681
Russell E. Ready
398 Kings Highway
Lot 24
Marysville, PA 17053
February
Walter R. Ready
25 Ridge Road
Marysville, PA 17053
Re: Estate of Russell Ready, Deceased
Gentlemen:
I am continuing to resolve the joint deposit issue created by Allfirst Bank as discussed in
my earlier letter of January 7, 2004.
Based upon your telephone report, I understand that your father used no middle initial.
Therefore, the question arises as to who is "Russell E. Ready?" .
Since your mother is the co-owner of the subject account, I have made the assumption
(subject to your disapproval) that the joint account was created between your mother and father
rather than with Russell Eric Ready. Under those circumstances, the account would pass to your
mother upon your father's death. Such transactions are not taxable and we can close the account
by having your mother sign the enclosed form at the line at the very bottom of the page.
On the other hand, if the account was in fact owned by Russell Eric Ready and your
mother, then we will need to revise the form and attempt to change the perception that Russell E.
Ready has died. Needless to say, this approach to the issue is going to be more complicated.
The result will be the same: No tax due since there were no deaths.
Regardless of the ease of filing, we need to be correct and accurate. Again, I am
assuming that the reference to "Russell E. Ready" was indeed your father. If you concur with
this conclusion, please have your mother sign one of the forms and return to us.
RCS:jjc
Enclosure
If you have any questions or problems with the foregoing, please feel free to contact me.
urs, "' ·
Rictt~hat-C. Snelbaker
Cumberland County- Register of Wills
Hanover and High Streets
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 8/03/2004
RUSSELL ERIC READY
Estate of READY RUSSELL
File Number: 2001-00882
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 AMMENDMENTS 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: 09/15/2004
Your prompt attention to this matter will be appreciated.
Thank you.
Sincerely,
GLENDA FARNER STRASB/kgSIGH
REGISTER OF WILLS
cc:
File
Personal Representative (s)
Counsel
Judge
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Russell Ready
DateofDeath: September 15, 2001
Will No.' 21-01-0882 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 k---] No [-']
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 [] See attached Addendum
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 ~ No ~1 See attached Addendum
Date:
8/9/04
Copies of receipts, releases, joinders and approval of formal or
informal accounts may bewi~filed wi the Clerk of the Orphans' Court
and may be attached to thi r_e,~~~--~ ,~.,~,~_,
Sib~n~-ture
Richard C. Snelbaker
NRiile
Snelbaker, Brenneman & Spare,
44 West Main Street
Mechanicsburg, PA 17055
Address
717-697-8528
Telephone No.
P.Co
Capacity: [-] Personal Representative
[] Counsel for personal representative
ADDENDUM TO STATUS REPORT
Additional response to ¶ 3:
This estate was opened for the sole purpose of instituting possible litigation. Since that
purpose was abandoned, no further action has been taken because none was/is needed
The Decedent had no individually owned assets; therefore, the estate will serve no further
purpose and should be deemed to be completed and closed.
J 15056051058
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN
Harrisburg. PA 17128-0601 RESIDENT DECEDENT 21 01 0882
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
172-01-8414 09/15/2001 10/14/1914
Decedent's Last Name Suffix Decedent's First Name MI
Ready Russell
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Ready Beatrice R
Spouse's Social Security Number
181-OS-4460 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
~ 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death
prior to 12-13-82)
4. Limited Estate 4a. Future Interest Compromise (date of 5. Federal Estate Tax Return Required
death after 12-12-82)
'• 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
5. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death _ 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
Richard C. Snelbaker (717) 697-8528 ` ~ c
'~ ~" -~
Firm Name (If Applicable) REGISTEF ;t ~fIL! S~I~E L~CaL1 ~ ; ~ ~
Snelbaker & Brenneman, P. C. ~ ?'~ ,~.
• - ~, R.7
Frst line of address ,
44 West Main Street -
-.
Second line of address ' ~ -- >
-i C+7 _ ~ i
P.O. Box 318 ~ "~' ~~~
..._ ~ ~
Citv or Post Office State ZIP Code D ~Tc. f-,L~~~
Mechanicsburg PA 17055
Correspondent's e-mail address:
U^der penalties of penury, I declare that I have examined this return, including accompanying schedules and statements, and to the nest of my knowledge and dehe`
it s *.rue, correct and complete. Declaration of preparer other than the personal representative is based~n all information o` which preparer has any knowledge.
S'.GNATURE OF PERSON RESPONSIBL OR FILING RETURN ~ ~ DATE
(aoDRESS Russell Eric ady, Executor ~lalter R. Ready, ecutor
S'CjtQAT E REPA R OTHER THAN REPRESENTATIVE DATE
ADD Ess 44 West ~a~in17~~~eet, Mechanicsburg
Richard C. Snelbaker, Esquire
PLEASE USE ORIGINAL FORM ONLY
Side 1
15056051058
15056051058
' 1,
~` ...
J
15056],0],05
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: Russ@II Ready 172-01-8414
RECAPITULATION
1. Real Estate (Schedule A) ........................................... .. 1. ' 0.00
2. Stocks and Bonds (Schedule B) ..................................... .. 2 0.00
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 0.00
4.
9 q ( ) .........................
Mort a, es and Notes Receivable Schedule D 4.
.. 0.00
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. 0.00
6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... .. 6. 0.00
7, Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested...... .. 7. 0.00
8. Total Gross Assets (total Lines 1 through 7) ........................... .. 8. 0.00
9 Funeral Expenses and Administrative Costs (Schedule H) ........ .......... 9.
10. Debts of Decedent, Mortgage Liabilities. and Liens (Schedule I) .............. 10.
11 Total Deductions (total Lines 9 and 10) ................................. 11.
12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12.
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ...................... .. 13.
14. Net Value Subject to Tax (Line 12 minus Line 13} ...................... .. 14.
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate; or
transfers under Sec. 9116
(a)(1.2) x .o_._ -12,532.02 15.
10. Amount of Line 14 taxable
a. lineal rate 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 18
19, TAX DUE .... _ .......... 19.
2O FILL IN ThiE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
150561,0105 150561,0105
693.30
11, 838.72
12,532.02
-12,532.02
O.OC
-12,532.02
0.00
0.00
O
REV-1500 EX cage 3 _ File Number
Decedent's Complete Address: 21 01 os82
DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER
Russell Ready 172-01-841_ _4
STREET ADDRESS
Manorcare Nursing Home, 1700 Market Street
Camp Hill Borough
CITY I STATE ,ZIP
Camp Hill PA 17011
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19) (1) 0.00
2. CreditslPayments
A. Spousal Poverty Credit __ __.__ _ -____
B. Prior Payments ___ ___ __ ___
C. Discount
_ Total Credits (A + B + C) (2) 0.00
3. Interest/Penalty if applicable
D. Interest
__ --
E. Penalty
- - - Total InterestlPenalty (D + E) (3) 0.00
4. 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. (4) 0.00
5. If Llne 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) _ 0.00
A. Enter the interest on the tax due. (5A) 0.00
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.00
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: Ye_s No
a. retain the use or income of the property transferred :.......................................................................................... '`; ^K
b. retain the right to designate who shall use the property transferred or its income : ...........................................
c. retain a reversionary interest; or ........................................................................................................................ ^_ ~'
tl. receive the promise for life of either payments, benefits or care? ..................................................................... [.J
2 If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate considerapoy........p .....................................................y............................................_ --
Did decedent own an "in trust for" or a able u on death bank account or secunt at his or her death?. '~ ~
4. Did decedent oevn an Individual Retirement Account, annuity, or other non-probate property which _
contains a beneficiary deslgnation? ....................................................................................................................._ ._'
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 o' death on or after July i, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the survivinc spouse
is three (3) percent [72 P.S. §9116 (a) (1.1) (i)].
For dates cf 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 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
fling 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 cr for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [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 lineal beneficiaries is four and one-half (4.5) percent, except as noted it
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 twelve (12) percent [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.
REV-15D9 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERRANCETAX RETURN
RESIDENT DECEDENT
SCHEDULEF
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
RUSSELL READY 21-O1-0882
If an asset was made joint within one year of the decedent's date of death, it m ust be reported on Schedule G.
SURV'V ING JOINT TENANT(S) NAME ADDRESS RELATIONS HIP TO DECEDENT
The estate was opened for t e sole purpose of instituting
possible litigation. Si ce that purpose was abandoned,
no further action has ben taken because none was/is needed.
The Decedent had no individually owned assets.
JOINTLY-OWNED PROPERTY:
LETTER DATE ! DESCRIPTION OF PROPERTY % OF DATE OF DEATH
RFC FOR JOINT, MADE INCLUDE NAME OF FINANCIALINSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD'S ~ VALUE OF
I NUMBER OR SIMILN2IDENTIFYINGNUMBER.ATTACHDEEDFOR VALUE OF ASSET INTEREST DECEDENTS INTEREST
NUMBER TENAN i JOINT ~ JOINTLY-HELD REAL ESTATE.
0.00
(If more space is needed, insert additional sheets of the same size)
3W46AE 1 000
REV-1511 E;t+(10-06
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NU~~vnI Eqq
RUSSELL READY 21-U~-U882
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B.
1
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City
Year(s) Commission Paid:
Zip
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
I
Street Address
City State Zip
Relationship of Claimant to Decedent
i
4. t
Probate Fees
5. ' Accountant's Fees
6. ' Tax Return Preparer's rr=ees
Snelbaker & Brenneman, P.C., claim for following costs:
7' ~ a. Register of Wills, Short Certificate $3.00
b. Sheriff Cumberland County, service fee -.$70.35
c. Register of Wills, probate fees $47:00
d. Cumberland Law Journal, advertise Executors $75.00
I Notice
~ ~. Patriot-News, advertise Executors Notice $134.82
f. Capitol Copy Service, Manorcare records $84.69
g. Chart One, Inc., hospital records $222.94
h. Prothonotary, filing fee for Writs of Summons $55.50
State
693.30
693.30
TOTAL (Also enter on line 9, Recapitulation) $
~wasnc ~ ooc (If more space is needed, insert additional sheets of the same size)
REV-1512 EX+ (12-Oal
Pennsylvania SCHEDULE I
oEPaRrMENT of REVE"uE DEBTS OF DECEDENT,
'""ER'T:;NCE TAX RETURN MORTGAGE LIABILITIES & LIENS
_ RESIDENT_DECEDENT
ESTATE OF FILE NUMBER
RUSSELL READY 21-01-0882
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER'. DESCRIPTION OF DEATH
~ Commonwealth of Pennsylvania, Department of Public Welfare 11,838.72
Class 3 Claim for medical services incurred during the
last six months of Decedent's life.
(See attached claim letter)
TOTAL (Also enter on Line 1
$ 11,838.72
awasa" z ooe If more space is needed, insert additional sheets of the same size.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
BUREAU OF FINANCIAL OPERATIONS
ESTATE RECOVERY PROGRAM
PO BOX 8486
HARRISBURG, PA 17105-8486
December 13, 2001
SNELBAKER BRENNEMAN SPARE
RICHARD C SNELBAKER ESQUIRE
44 WEST MAIN STREET
P 0 BOX 318
MECHANICSBURG PA 17055
Re: RUSSELL READY
CIS $$: 190205476
SSN: 1''2-01-8414
Date of Death: 09/15/2001
Dear Attorney Snel.baker:
Please be advised that the Department of Public Welfare maintains a
c~aim in the amount of $11,838.72 against the above-mentioned estate- This
claim is for restitution of medical assistance granted or_ behalf of the
decedent for which the Probate Estate is now responsible to reimburse the
Department according to Act 49, 62 P.S. 1412, effective August 15, 1994, as
amended by Act 20-95, effective June 30, 1995. Enclosed is the Department's
itemized statement of claim.
A portion of this medical expense, namely $11,838.72, was incurred
during the last six months of the decedent's life; therefore, it is a Class 3
c~aim. pursuant to Section 3392 of the Decedents, Estates, and Fiduciaries
Code, 20 Pa. C.S.A. 3392(3). The balance of the claim, namely $.00, is to be
entered as a priority Class 6 claim against the estate.
Please acknowledge receipt of this letter and advise whether the
Commonwealth's claim is admitted and when payment may be expected. If the
estate accounting is complete, please provide a copy. If the estate contains
real estate, please provide copies of the deed, the latest tax assessment,
and a current appraisal, if atirailable.
Sincerely,
Linda C. Price
Claims Investigation Agen=
717-772-6741
717-705-8150 FAX
Enclosure
REV-1513 EX+(11-08) SCHEDULE J
pennsylvania
DEPARTMENTOF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
RUSSELL READY 21-O1-0882
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 2116 (a) (1.2).]
1.1 Beatrice R. Ready Surviving Spouse 0.00
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-150D COVER SHEET, AS APPROPRIATE.
NON-TAXABLE DISTRIBUTIONS.
A SPOUSAL DISTRIBUTIONS UNDER SECTION 2113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
1
E. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET ~ $
If more space is needed, insert additional sheets of the same size.
o.oa
BW46A 2.000
LAST WILL
OF
RUSSELL READY
I, RUSSELL READY, of the Township of East Pennsboro,
Cumberland County, Pennsylvania, declare this to be my Last
Will, and revoke any and all Wills previously made by me.
ITEM 1:
I direct that all my just debts and funeral expenses be
paid as soon as practical after my decease.
ITEM 2:
I devise and bequeath all of my estate of every nature,
wheresoever situate, together with insurance thereon, to my wife,
BEATRICE R. READY, providing she survives me by thirty (30) days.
ITEM 3:
If my wife does not survive me, I dispose of my estate as
follows:
(a) I direct that my then living children shall have the
right at their option to select and receive any lot according
to age, my household furniture and furnishings, clothing, jewelry,
guns, articles of adornment and personal effects at the appraised
value thereof with adjustments by cash to equalize the share of
my then living children.
(b) I direct that the remaining property of my estate, both
~~
_~ Q
a
~a
w
~~ ~
x
real and personal, shall be sold at public or private sale as my
Executors shall determine and converted into cash of which I give
and bequeath to my then living children, share and share alike.
ITEM 4:
I direct that all my taxes that may be assessed in conse-
quence of my death, of whatever nature and whatever jurisdiction
shall be paid from my residuary estate as part of the expense of
the administration of my estate.
ITEM 5:
I direct that I be buried in the lot which I own at the
Stone Church Cemetery, Wertzville Road, Silver Spring Township,
Cumberland County, Pennsylvania.
ITEM 6:
I appoint my sons, RUSSELL ERIC READY and UTALTER R. READY,
Executors of this my Last Will.
ITEM 7:
I direct that my Executors shall not be required to give
bond for the faithful performance of their duties in any juris-
diction.
IN WITNESS WHEREOF,
this ~~ day of ~
I have hereunto set my hand and seal
1984.
,..--
Russell Ready
if
i,
The preceding instrument
consisting of this and two (2)
I~ other typewritten pages identified by the si
ii Testator, RUSSELL READY gnature of the
was on the day and date thereof signed,
ii published and declared by RUSSELL READY the
Testator therein
' named, as and for his Last Will, in the re
p sence of us w
his re ues t ~ ho , at
q in his presence, and in the presence of each other,
have subscribed our names as witnesses hereto.
-r--~=~ ~ residing a t ' + ~~~
~~
~ residing at _ ' ~r,, /~j
'~ `~-~ ~ (T a 17 0 ~ I
~ _~
I
~i
~~ COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF CUMBERLAND ) ss:
~~ )
We , RUSSELL READY , ~-~.~- _ - , ~ , , r , ~ F ~ T ~ and
-,
~! ~ ~~~ ~ ~~~ ~~i ~'~ ~' the Testator and the wit-
~; ~ -- ,
nesses respectively, whose names are signed to the attached or
~I foregoing instrument, being first duly sworn, do hereby declare
!,
to the undersigned authority that the Testator signed and execute
the instrument as his Last Will and that he had signed willingly,
and that he executed it as his free and voluntary act for the
purposes therein expressed, and that each of the witnesses, in
"i the presence and hearing of the Testator, signed the Will as
witness and that to the best of his or her knowledge, the Testator
+!
was at that time eighteen (18) years of age or older, of sound
mind and under no constraint or undue influence.
~!
~.
~;
_ j,
~' ~~ -- '"~~~ ~Q~
,~ Russell Ready
Subscribed, sworn to and acknowledged before me, a
Notary Public, by RUSSELL READY, the Testator, and subscribed
and sworn to before me by `~~e~~,,; /> - ~,~~~ , ~ ~ and
~~/~ ~ Lr G ~~ , witnesses , this___ ~ ~~ day of
~~~_. 1984.
~e.~.rJ -
Notary Pub1'
(SEAL)
~I.EEN B. Co Yr~ L
NOTAF;Y P~". IC'
3901 Market St. (f-?r;>.~ ,,,.., ,,,p,~
MY Commission Expires Junti 26 ~ q;~~
NOTIC~~OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES -',~~~~~~.~~~~4~%rALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -:~----OF:,_DE~U,~F;T~bNS AND ASSESSMENT OF TAX
PO BOX 280601 ;'~.4_'..,~J`:..~ ~ 'v: '~;.~:.:
HARRISBURG PA 17128-0601
i~~0.1~~. ~ 6 P ~2~ 4$
GL~~<
(''fib}-~~~.~'~ C;_1~-r
Q~s a .,r .%~ hh
RICHARD C SNELBAKEQ~~~t,~;.... ~ ,-:-"- '- '.-
44 W MAIN ST
P 0 BOX 318
MECHANICSBURG PA 17055
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-09)
DATE 07-13-2010
ESTATE OF READY RUSSELL
DATE OF DEATH 09-15-2001
FILE NUMBER 21 01-0882
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-11-2010
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE - -- - R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: READY RUSSELL FILE N0.:21 01-0882 ACN: 101 ____
OR
DATE: ___________
07-13-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE• T o ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax pay ment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) .0 0
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6 9 3.3 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11,838.72
11. Total Deductions (11) 12,532.02
12. Net Value of Tax Return (12) 12,532.02-
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 12,532.02-
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date .
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l
~`