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HomeMy WebLinkAbout04-0450 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of ~/ Register of WJlls for the , ' - t ' ' - _Decease. County of ~~/~ in the soc . Secur ,y No. g f of Pen y v ;ia The petition of the undersigned respectfully reCresents that: Your petitioner(s), who is/are 18 years of age o[ ~d~;-appl I ~ ~'-~'for letters of administration on the estate of (d.b.n.; pendente lite; durante absentia; durante minoritate) the above decedent. ~ecendent was domiciled at death in ~~/~ County, Pengsylvanig, w~h h /.5 last family or principal residence at ~ ' ' '(lis~ street, Decendent, then ~ years o~ge, died Decendent at death owned property with estimated values as folllows: (If domiciled in Pa.) All personal prope~y $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not dOmiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ as follows: ~~ . situated Petitioners after a proper search ha ~/8,, ascertained that decedent left no will and was survived by the following ~c'.:':e (if ar~y~alld heirs: Name Relationship Residence THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the appropriate form to the undersigned. ~:g ~, ~ol}~Opr/~. H~ . ~¢, h/oIl~w~ P~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COVNTY OF 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 belbre me this ! et 77/ __ day of No. ~., / -d~) t'~- ~'/~ Estate of ~¢~ ~.',~/ ~-~c, ~ , Deceased GRANT OF LETTERS OF ADMINISTRATION ~'~ I~ .A'9~,,~'~ ' in consideration of the petition on AND NOW the reverse side hereof,~-i~.factory~'~ proof having been presented before~n~e, IT IS DECREED that J ~'~ ~ ~ ~~ ~[~ 4~ is/~e entitled to Letters o~ Administration,' and in accord with such finding, ~etters of Admiffistration are hereby granted to ~ l~t~[ D~ ~ r~A ~ { ~ ~ ~ I~3 ~ in the estate of ~~ '~'~ [ ~ {~ / ~ ~ Register of W~~/~ FEES Letters of Administration ..... $ ~Y~ Short Certificates( ) .......... $~ ATTORNEY (Sup. Ct. I.D. No.) ~ _ TOTAL $ ~ ADDRESS Filed ~Z( ....... A. PHONE 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 Records Offic~ for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Local Registrar P 10328852 ~' · ~~,!,~:,,, No. ~ APR 2 6 ~04 Date H108.144 Re~. 1/~1 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS ~ . (Coroner) ~ ~te[ ~ ~[e ,.~96 ~ 4975 '~'~ 4 ~rel~ Ave. Mt. ~lly ~ri~e, Pa 17~5 ~iel ~. L. ~ilor 0 Feb. 2, 2~ . ~s~i~ter Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 08/02/2004 RYNARD JUDY L 4 MOORELANDAVE MT HOLLY SPRINGS, PA 17065 RE: Estate of RYNARD ADAM DANIEL File Number: 2004-00450 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORP~3kNS' 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 ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 08/21/2004 Your prompt attention to this matter will be appreciated. Thank You. GLENDA FARNER STRASBAUGH Clerk of the Orphans' Court cc: File Counsel Judge Cumberland County - Register Of wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 08/02/2004 RYNARD DANIEL M 4 MOORELANDAVE MT HOLLY SPRINGS, PA 17065 RE: Estate of RYNARD ADAM DANIEL File Number: 2004-00450 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 08/21/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH Clerk of the Orphans' Court cc: File Counsel Judge ~ERTIFICATION OF NOTICE UNDER RULE Date of Death: W llNo. Admin. No. To ~e Register: I ~ffi~ ~t no6ce of ~n~d~ ~t) ~ required by Rule 5.6(a) of~e O~h~s' Coug Rules was se~ed on or mailed to ~e following beneficiaries of ~e above-captioned estate on / Notice has now been giv n to all persons entitled thereto under Rule 5.6(a) except Date:. /'/ Signature Name Capacity: ~rsonal Representative _ _Counsel for personal representative CERTIFICATION OF NOTICE UNDER RULE 5.6(!!) Date of Deam: ~ ~11 No. ~D ~ Admin. No.. ~ To ~e Register: I ~ ~at nofi~ of ~neflc~ inte~) ~ required by Rule 5.6(~ of ~e ~h~s' Co~ Rules served on or mailed to ~e following bcnefici~es of the above-captioned estate on ~ Ad~e~ Notice has now been given to all persons entitled thereto under Rule 5.6(a) except_ Name Telephone ~. Capacity: .. ~Personal Representative Counsel for personal representative STATUS REPORT UNDER RULE 6.1 Name of Decedent: Date ofDeath: Will No.: '~ Pursuant to Rule 6.12 of the Supreme Cou~ O~hans' Cou~ Rules, I repo~ 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~ If.,~. an ' state when the 2. ,, s~e~ ~ No,. personal,r~r¢~ntative reasonably be~~/~~ · . mat the admlmstrat~on will be complete: 3. If the answer to No. 1 is Yes, state the following: a.Did the personal y~resentative file a final account with the Corn? Yes _ No b. The separate OChans' Cou~ No. (if any) for the pers~al repr~ntativ~'S account is:  c. Did the personal representative state a~ account info'ally to ~ pa~ies ~~~ in interest? YeSc~~4o~~ ~ ~' ~~ - c. Copies of re leases, join~~~~~~~ info,al accounts may be filed with the Clerk of the OChan~' Cou~ ~/~O~ ~ and may be attached to this repo~. Date: ~/~ Name . ~Z [~~ ~ ~~ Telephone No. ~ CapaciW: ~Personal Representative ' ~ Counsel for personal representative ,REV-1500EX,"-QjJ' w .... ~:!(I) U"'''' W"-U ",DO U"'~ "-,,, "- " COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 f{,~.? D . REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C w o w c DEC8~rS Ni/;eFIRST, AiJMIDD;;.r;;; D. DATE itDEATH J,MM-DD-YEAR DATE DF BIRTH (MM-DD-YEAR) U -0% -dOG a -I (IF APPLICABLE) SI07rJOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) 1. Original Return o 4. Limited Estate D 6. Decedent Died Testate (Atlach copy of Will) D 9. Litigation Proceeds Received .... z w " z o "- <n w '" '" o U 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) D 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust {Attach copy of Trust) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 3, Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedu~ G or L) Q ~ ~ < o w a:: 8. Total Gross ASlets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent Mortgage Liabilitie? & Liens (Schedule I) 11. Total Deductions (Iolal Lines 9 & 10)\ UI1IfI1/MJrV) COMPLETE MAILING ADDRESS tltf6! 6, CO/Y7f/O (iV/o Onv~ fh:;eniX/ ;I z- f%o3&- o o o o cija9I. 1/ o D (1) (2) (3) (4) (5) (6) (7) (9) (10) /~ I J1, 50 o 12. Net Value of Estate (Line 8 minus line 11) 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to lax has not been made (Schedule J) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of line 14 taxable at collateral rate z o !;t I- ~ a.. ::E o o >< ~ 19. Tax Due 14. Net Value Subject to Tax (line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SlOE FOR APPLICABLE RATES FILE NUMBER - - -,iP0!/ 12 CL !i S'1.2 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER IC1ft; - ~ II ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x ,0 (15) x ,01/5: (16) x 12 (17) x ,15 (18) -gq J1, 39 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY }JU~BER -N 111 - D 3. Remainder Return (date of deafh prior fo 12-13-82) Q 5. Federal Estate Tax Return Required ({L 8. Total Number of Safe Deposit Boxes D 11, Election to tax under Sec. 9113(A) (Attach Sch 0) ,,') Co.' , (8) j I I I I '- q~St./, II r,; ,.L_. -.."J ,,,._,~,,,,,,',L1.', (11) (12) (13) /Il/K ,;;0 -' q 3<1, 51 o -31 3</, 3q (14) -tic J.. , 05' (19) -L/oJ-. , 0)" -S CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Complete Address: STREET ADDRESS CITY 974(p) - '10,;;. , t)S' Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) JJfA Total Credits (A + B + C J (2) -0 3. InteresUPenalty if applicable D. Interest E. Penalty ...;;>CV~ - ~ % ..:J..OiCf-L - 1.//'1 K/7oN'" ) TotallnteresUPenalty ( D + E ) rfUne 2 is greater than Line '(+ Line 3, enter thediffe'rence. This is tneOVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (3) (4) (5) (SA) (5B) 4. A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. 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 ~ a. retain the use or income of the property transferred;............................. ..................... D ~ ~. ;::::~ :h~e:;~:i~~:~s:~t~~::;:~shall usetheprop~rtyt:ansfe:r~d~rlts income;.: B t d. receive the promise for life of either payments, benefits or care? ......... .................. .......................... 0 r 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death 3. ~:~h~~~::~;:~na~~~,::~::~;~~::~~~;ble upon;~;;~~;~~;~~~~ntor~~cu;i;;~;~i~~;.~~;;~;;~; ..'::::::::::. B fi 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .... ................... ................... ......................... 0 )Zl IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, Under penalties of pe~ury. I declare that I have examined this return, including accompanying schedules and statements, and to the best 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 tnve, /,~ 05 OF PREPARER OTHER THAN R PRESENTATIVE ADDRESS ~ DATE 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 [s 3% [72 P.S. ~9116 (aJ (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 exemot 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 ;s 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. s9116(a)(1.2)]. The tax rate imposed on the net value oftranslers to or lor the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. S9116(1.2) [72 P.S. s9116(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. REV'1508EX+(1'97)~ ,.~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY !?t.jnard-j fJdem; D. 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. ESTATE OF ~~~':l~ER Wlf - fJDL/6() ITEM NUMBER 1 VALUE AT DATE OF DEATH DESCRIPTION .JJIJ/ngs OC[W/Jt (membt.f5 Ftrsr fee/vOl Crec/jj f)JIlOtv Wrlf5Je,,;PIf) :/1- /gLf4~q {lJXWfrt m/clrIc e UXlJ tv I:z f? {VeL t1J C/OJe OctOU/Jf' j:)UDUse. If IWS' OVerdroWN. --10, gq .?l /q1& P/tjIfJOu'f-h JSDf/s IOtlD"/ CJOOlr'J, fYllle I '-i"~ (otY fY/orlCe! volue. - ,8/(j-t !3?oK ,e om if c9 3aS"' TOTAL (Also enter on line 5, Recapitulation) $ ~;X 5'-1 I /1 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) . .C.h ,~~~ t ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF /!IjnarCL-J fJdoml D. F1LE.6?lMBER ~04 - OOLj.cJD Debts of decedent must be reported on Schedule I. 1. ON FUNERAL EXPENSES: .. ~. 9 ro '(!". . e IJJ[J .. ff!/;n q 'RIO / !3JSlC SlrUlceS I7e/-O I O/Te'C/(),.. f- 'S, Un/:JoJ mIlA ) tl f3tLritl/t'iJ/)f()In:!f; (/rtnelJClfJ S&l/ ta !fetxJram/? of </-he My) C{}J/( ef ( WI/oarl va ) . /iLr7em/ Cf/{;em?(!.<j I memoYio/lOfJen ~ /101101V / YlWIT'j) !/ISltOrS 12" (}JSIif YfrotJIlS;CI~ ser()la J IJr;,lu7oCAJJed9men f {'ords 1rcllJSferof remOt/15 t2Jfz1rJwl/Jtn1e., COJKN{WChj F!Mer{'ol" fiJmtll1 COr: t&1~tltrcJ:1/ 61. ADMINISTRATIVE COSTS: aOfh (;{!r f7!J('tlfeS x' 5" ) /) isr . Personal Representative's comm'A'itnj II ( (j){?flIJf1/0~ ~ ~'1) Name of Personal Repres'n'ttti/e(s~ ~ AMOUNT ITEM NUMBER A. ~-8'3D7. 50 B. fatal 1. Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State _ Zip Year(s) Commission Paid: 2. Attorney Fe.AJ I ~ 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) . nard &. {!om. I /0 f)1~ City f ii/ x ~ State Z ziP%50~ Relationship ot Claimant to Dece,?nt {fPf{)~(}(j j:{Jlher I \ /!. ve m It!nrt5Ij/l.O()j.Q I1J III Probate FeeA) ~ 7~7/CX/ ') Accountant's Fees AJ I A- 4. 5. ~ 6. Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ / / /!? %, tlJ (If more space is needed, insert additional sheets of the same size) BUREAU OF INDIVlDUA'tl~ES INHERITANCE TAX DIVISION' ..'.' ' PO BOX 280601 HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX n'1t.PPRAISEI1ENT, ALLOWANCE DR DISALLOWANCE '-' OF DEDUCTIONS AND ASSESSI1ENT OF TAX ZM] Y 20 PFi 12: 41 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-23-2005 RYNARD 01-28-2004 21 04-0450 CUMBERLAND 101 A..o...t R..d tted CLERK OF OiRP'n'Mi''' (YY:"T JUDY RVN~~AE:~:~".:' 0_>'::_:,xn 4468 E CAMPOBELLO DR ' , PHOENIX AZ 85032 * REV-lS47 EX AFP (03-0Sl ADAM D 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 ~ ~l!V-"M4"Yf.~.m~'1m'.'Wtm.W'.!WI!Il'rl'lM!'t.mr.lWAlMFIWf~.'lt'CUNlM!'t.DYt'.............. ... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF RYNARD ADAM D FILE NO. 21 04-0450 ACN 101 DATE 05-23-2005 TAX RETURN liAS: (X I ACCEPTED AS FILED I CHANGED I~ an assesSMent was issued previously, lines 14, 15 and'or 16, 17, 18 and 19 will r~leat ~igures that include the total ~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. A.aunt of Line 14 at Spousal rat. (15) 16. Amount of Line 14 tax8ble .t Lineal/Class A rate (16) 17. A~nt of Line 14 .t Sibling rat. (17) 18. Amount of Line 14 taxable .t Collateral/Class Brat. (18) 19. Principal Tax Due X IT : RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule Al 2. Stocks IIl1d Bonds (Schedul. BI 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank >>-Posits/Misc~ Personal Property (Schedule E) 6. .Jointly Owned Property (Schedule F) 7. Transfers (Schedule S) 8. Total Assets III (21 (31 (41 (51 (61 (7) .00 .00 .00 .00 2.254.11 .00 .00 (BI APPROVED DEDUCTIONS AND EXEMPTIONS: 9. funeral Expenses/A~. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liebilities/liens (Schedule I) 11. Total Deductions 12. Net Value of Tax R.turn 13. ChBritabl./GoYer~ent.l Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estat. Subject to Tax (91 (101 11,188.50 .00 (11) 1121 (13) 1141 NOTE: .00 .00 .00 .00 X 00 = X 045 = X 12 = X 15 = AI1DUNT PAID DATE HUI18ER INTEREST/PEN PAID (-I ~ TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To insure propel" credit to your account, sub.it the upper portion of this for. with your tax P8Y11eni. 2,254.11 11.188 liD 8,934.39- .00 8,934.39- 1191= .00 .00 .00 .00 .00 .00 .00 .00 .00 IF TOTAL DUE IS LESS THAN $1, NO PA VIlENT IS REQl/lRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE OUE A REFUND. SEE REVERSE SIDE OF THIS FORtI FOR INSTRUCTIONS.I