HomeMy WebLinkAbout03-0834Estate of Stephen R. March
also known as
PETITION FOR GRANT OF LETTERS
/
, Deceased
Social Security No. 196481238
Petitioner(s), who is/are 18 years of age or older, apply)les) for:
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut
[]Decedent, dated and codicil(s) dated
named in the Last Will of the
State relevant circumstances, e.g., renunciation, dealh of executor, etc
Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution cf the documents offered
for probate; was not the victim of a killing and was never adjudicated incapacitated:
B. Grant of Letters of Administration
(c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
II,.
Carrie March
Name Relationship Residence
wife
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland
residence at 1271 A Boiling Springs Road, Boiling Springs, PA 17007
(list street, number and municipality)
Decedent, then 30 years of age, died June 19~ ,2002 , at Harrisburg Hos@ital
(Location)
Decedent 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 ........................................................................................ $
Total ..................................................................................................................... $
Real Estate situated as follows:
County, Pennsylvania, with his/her last family or principal
500.00
500.00
Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in
the appropriate form to the undersigned:
I . Signature Typed or printed name and residence
/'~ /~A
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) and 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
Decedent, Petitioner(s) will well and truly administ~ ~..c~o (~w~ ~.~
Sworn to and affirmed and subscribed ~ ....
before me this / ~ 7-~'/ day of
DECREE OF REGISTER
Estate of Stephen R. Marsh
also known as
Deceased
Social Security No: 19648123{ Date of Death: 6/19/02
AND NOW, (~~ /~"~' ~ , in consideration of the Petition on the
reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters [~ Testamentary [~Administration
((c.t.a., d b n c.t.; pendente lite' durante absentia; duranle minoriate)
are hereby granted to Carrie March : :~
in the above estate and that the instrument(s), if any, dated
described in the Petition be admitted to probate and filed of record as the Last Will of Decedent.
FEES
Letters .................................... $
Short Certificates(s) ............... $
Renunciation .......................... $
Extra Pages ( ) ...............$
I.T.R ....................................... $
JCP Fee ................................. $
Inventory ................................ $
Other ...................................... $.
TOTAL .............................. $
Rc. gister of Wills
Signature
Attorney: William P. Douglas
I.D. No: 37926
Address: 27 W. H',~h St.
Cadisle PA 17013
Telephone: 717-243-1790
DATE FILED: _~o -1~--~3
105.805 REV 9/86
This is to certify that the information here given is correctly copied fi'om an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 832006;1 JUN 20 al02
No.
Date
NENT
INK
Ste
30
~Dauphin
R. March
|
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITA£ RECORDS
CERTIFICATE OF DEATH
Harrisburg
1271A Boiting Springs Rd.
Bolting Springs, PA 17007
7/20/1971 Cartiste, PA ,,~,.~lO t,~,.,*. ~ oo.U
Harrisburg Hospit~t
~.~
12~-,m
,~,. c,~. Cumbertand
E 6/22/2002
Mt. Hotty Springs Cem. ,,,.Mt. Hotly Sprin~%PAlT007
[~. ozz~nger F.H.8 Crematorylne.M~.Hott~
~0 ,,,o0
Name of Decedent:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Date of Death:
Will No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of ge Orpl)ans, Court Rules was
served on or mailed to the following beneficiaries of the above-caPtioned estate on I I {
Name Address
Notice has now been given t° all persons entitled thereto under Rule 5,6(a) except
Date:
'Signature
Address '~ ~ · ~-~k~ 5V
Telephone
Capacity: perSonal Representative
~.Counsel for personal representative
NOTICE OF BENEFICIAL INTEREST IN ESTATE
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND,
PENNSYLVANIA
IN RE: ESTATE OF STEVEN R. MARCH, DECEASED
NO. 21-03-0834
TO:
CARRIE L. MARCH
48 Kingswood Terrace
Carlisle, PA 17013
Please take notice of the death of decedent and the grant of letters to the
personal representative named below. You may have a beneficial interest in the
estate of Steven R. March under the Intestate laws of the Commonwealth of
Pennsylvania.
Name of decedent: Steven R. March
Last known address of decedent: 1271 A Boihng Springs Rd., Boiling Springs, PA
17007
Date of Death: June 9, 2002
Place of Death: Harrisburg, Pa.
County of Grant of Original Letters: Cumberland
Decedent died intestate
Name, address and phone number of all personal representatives:
Carrie L. March
48 Kingswood Terrace
Carhsel, PA 17013
Name, address and phone number of counsel:
William P. Douglas, Esquire
27 W. High St.
Carhsle, Pa. 17013
Phone: 717-243-1790
Additional information may be obtained from the undersigned:
November 25, 2003
Douglas Law Office-'x
Wilham P. Douglas, Es-q~ir~?'
27 W. High St.
Carlisle, Pa. 17013 ~-~
717-243-1790
REV-1500 EX (6~00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
,~r~ HARRISBURG, PA 17128-0601
I--
Z
ILl
LU
LU
! N SoL. v'
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENTS NAME (LAS'~, FIRST, AND MIDDLE INITIAL) ~
DATE OF DEATH (MM-DD-YEAR) DATE O,~ BIRTH (,MM-DD-YEAR)
(IF APPLE;ABLE) SURV V NG SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
OFFICIAL USE ONLY
FILE NUMBER
2 l_m. 00%'5
C~-TY"~-E YEAR NUMBER
SOCIAL SECURITY NUMBER
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIALSECURITYNUMBER
I-
Z
UJ
1:3
Z
0
lEI
0
LU
Return [] 2. Supplemental Return
[] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after '12-12-82)
I-~6. Decedent Died Testate (Attach copy of Will)[] 7. Decedent Maintained a Living Trust (Attach copy of Trust)
[] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
FIRMI~AME (IfApplic~ble) ~ _ ~-.-~ __
L~ ,~/o,..S ~ L_J
TELEPHONE NUI{1B'ER
] 3. Remainder Return {date of death pdor to 12-13~2)
~-~5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
]11. Election to tax under Sec. 9113(A) (Attach Sch O)
COMPLETE MAILING ADDRES/S~,,,,,,,,.~ ~1..~. ~l"'~t 4K~~1~'~ ST'-"'
14.
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 3,5 5 9.2 5
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
~--] Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7}
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 1 0 ~ 2 9 1. O0
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
(8)
OFFICIAL USE ONLY
3,559.25
(11) 10.291.00
(12) -0-
(13)
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2) x .0 __ (15)
16. Amount of Line 14 taxable at 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)
Decedent's Complete Address:
STREETADDRESS
CITY
20 East St., Apt. 12
Mt. Holly Springs, PA 17065
ISTATE
ZIP
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Pdor Payments
C. Discount
(1)
Total Credits ( A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty Total Interest/Penalty ( D + E ) (3)
4. If 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)
5. If 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 +'SA. This is the BALANCE DUE. (5B)
Make Check *Payable to: REGISTER OF'WILLS,
AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .......................................................................................... [] []
b. retain the dght 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? ...................................................................... [] []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. [] []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ []
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 perjury, 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 re~entative is base~'~li information of which preparer has any knowledge.
SIGNATUR,E (3.F I~ERSON RESPJ~ilSIB~E iLaR FILIj~ RETURN DATE
~~ '~...~.,~~'"'--,,.," ~ William P. Douglas, Esq. Attorney
ADDRESS "-""-' \
27 W. High St., Ca~lisle, PA 17013
1/20/04
SIGNATURE OFPREPARER OTHERTHAN REPRESENTATIVE DATE
ADDRESS
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 RS. §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.
· REV-1508EX+(1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-03-00834
Stephen,R. March
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorshi ) must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
8 $50 savings bonds,
UPMC Health System, check
Readers Digest refund checks
Cigna Insurance, 4 bhe~ks totaling
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
302.72
2,304.50
207.03
745.00
3,559.25
$
REV-1511 EX+ (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Stephen. R. March
FILENUMBER 21-03-0834
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
A.
1,
5.
6.
7.
FUNERAL EXPENSES:
Gibon Funeral Home
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State
Year(s) Commission Paid:
AttorneyFees Douglas Law Office
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
E. Pennsboro Ambulance Service
State___ Zip
TOTAL (Aisc enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
AMOUNT
9,000.00
745.00
$10,291.00
46.00
500.00
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
Stephen, R. March FIL~U-~-~0834
RELAIIONSHIP IO DECEDENI
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s)
TAXABLE DISTRIBUTIONS (include outdght spousal distributions)
H.
Carrie Lynne March
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINE~
wife
15 THROUGH 17, AS APPROPRIATE
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 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)
AMOUNT OR SHARE
OF ESTATE
100%
ON REV 1500 COVER SHEET
Name of Decedent:
Date of Death:
Will No.:
STATUS REPORT UNDER RULE 6.12
Pursuant to Rule 6.12 of the Supreme Court Orpkgns' Court Rules, I report the
following with respect to completion of the adminlstratidrltof the above-captioned estate:
1. State whether adm~.~sj;ration of the estate is complete:
Yes ['~ No ]_~
2. If the answer is No, state when the personal rep,resentative reasonably,~believes
that the administration will be complete: 1~/¢,¥.1" ~ ~
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal re~,p~tative file a final account with the Court?
Yes _ No ~
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes r-] No
Date:
Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
Name I
Address }
Telephone No.
Capacity: 1--] Personal Representative
Counsel for personal representative
IN RE: ESTATE OF
STEPHEN R. MARCH
IN THE COURT OF COMMON PLEA~, ,,
OF CUMBERLAND COUNTY, PENNA.
ORPHANS' COURT DIVISION
NO. 2103-0834
PETITION FOR THE SETTLEMENT OF AN ESTATE
TO THE HONORABLE, THE JUDGES OF SAID COURT:
CARRIE L. MARCH, Administratrix of the Estate of Stephen R. March, through
her attorney, Douglas Law Office, respectfully represents:
1. Stephen R. March, the husband of Carrie L. March, who resided at 48
Kingswood Terrace, Carlisle, PA 17013, died intestate on June 19, 2002.
2. Letters of Administration were granted to Petitioner on October 15, 2003.
3. The assets in the estate were as follows:
2.
3.
4.
8 $50 savings bonds
UPMC Health System, check, reimbursement
Readers Digest refund checks
Cigna Insurance, reimbursement
Total
302.72
2,304.50
207.03
745.00
$3,559.25
Gibson Funeral Home, funeral and headstone
William P. Douglas, Esquire, attorney fee
Register of Wills, probate fee
Cumberland Law Journal, adv.
Sentinel, adv.
Register of Wills, filing fees
E. Pennsboro Ambulance fees
Total expenses
$9,000.00
$ 500.00
$ 46.00
$ 75.00
$ 102.11
$ 14.00
$ 745.00
$10~82.11
5. This is an insolvent estate and no inheritance tax was due. A copy of the Notice
of Appraisement from the Department of Reveuue is attached hereto as Exhibit A.
6. The said Stephen R. March was survived by his wife, Carrie L. March, and two
children, Nickolas March, date of birth, 7/18/00, and Kiera Nicole March, date of birth
12/21/98.
4. Expenditures as follows have been made on behalf of the said Stephen R. March
Estate:
RECAPITULATION
Total Assets:
Total Debts
$ 3,559.25
$ 10,482.11
Insolvent
WHEREFORE, your Petitioner prays that Your Honorable Court approve this
Petition, and prays that the said Administratrix, Carrie L. March, be discharged from the
duties of hers appointment.
Douglas Ir,aw Offic~e
Attorney for Petitioner
Dated: June 1,2004
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
William P. Douglas, Esquire, attorney for the Estate of Stephen R. March, being
duly sworn according to law, deposes and says that the averments of the within Petition are
true and correct to the best of affiant's knowledge, information and belief.
William P. Douglas N
Sworn to and subscribed before me
This the 1~ day of June, 2004. x
N4'tary ' '" !
NOT~mU~. SF.~.
JRNE'I' M. LA~, NOTARY I~ I
C.~mU~E ~ CUM~Em,.em m~umY I
BUREAU OF INDIVIDUAL TAXES
WILLIAM P DOUGLAS
DOUGLAS LAW OFFICE
27 W HIGH ST
CARLISLE
PA 17015
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLONANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 05-15-200q
ESTATE OF MARCH STEPHEN R
DATE OF DEATH 06-19-200Z
FILE NUMBER 21 03-083q
COUNTY CUMBERLAND
ACN 101
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA I70i$
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-15r+7 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MARCH STEPHEN R FTLE NO. ZL 03-085q ACN 101 DATE 05-15-200q
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
l. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
$. CLosely Held S{ock/Partnership Interes{ (Schedule C) (S)
q. Mortgages/Notes ReceivabLe (Schedule D)
B. Cash/Bank Deposits/Misc. Personal Property (Scheduie E) (S)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
B. Tote! Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (ScheduLe H) (9)
10. Debts/Mortgage Liabili*ies/Liens (Schedule
Total Deductions
12. Net Value of Tax Return
.00
3~559 .Z5
.00
.00
(S)
.00 NOTE: To insure proper
.00 credit to your account,
.00 submi~ ~he upper portion
of this form with your
tax payment.
3,559.25
10,Z91.00
.00
(11) ~
(12) 6,731.75-
NOTE:
ASSESSNENT OF TAX:
19. Principal Tax Due
TAX CREDITS:
DATE NUMBER INTEREST/PEN PAID (-)
Charitable/Governmental Bequests; Non-eLected 9113 Trusts (Schedule J) (15) .00
Net Value of Estate Subject ~o Tax (lq) 6,731 .75-
Z"F an assessment was issued previously, lines Ir+, 15 and/er 16, 17, 18 and 19 wil1
reflect figures that incluOe the total of ALL returns assesseO to aate.
.00 x OQ .OQ
.00 x OqS= .O0
.0§ x 12
.00 x 15 .00
(19)= . O0
.00
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
(15)
(16)
(17)
(18)
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.O0
.00
.00
( IF TOTAL DUE IS LESS THAN $1~ NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
1N RE: Estate of
STEPHEN R. MARCH.
: In the Court of Comon Pleas
"of Cumberland County, Penna.
: Orphans Court division
: No. 2103-0834
AND NOW,this - _ ..
review of the within Petition, the Pettt~on for tie Set~ent of this Estate is approved and
distribution directed as set forth in the said Petition. ~!~~.
This Estate is closed and Carrie L. March, is excused from ~ duties of
Administratrix of the Estate of Stephen R. March.
By the Court,
STATUS REPORT UNDER RULE 6.12
Date of Death:
Will No. '~--10~ - O~ ~ admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans,
Court Rules, I report the following with respect to completion of
the administration of the above-CaptiOned estate:
1. State whether administration of the estate is complete:
Yes ~_ No__ ·
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 represen~tiv~ ~ile. a final
account with the Court? Yes. ~~< . ~,~-~.~~~
a~rt~-~-~(.~ a~y)~for
b. The separate Orph o. n
the personal representative's account
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. COpies of receipts, releases, joinders and
approvals of formal or informal accounts maybe filed with the
Cerk of the Orphans' Court and may be attached to this report.
Signabure · ~ ·
~ame (~ease ~type or p~i'nt)
Tel. No.
(MAH:rmf/AM3)
Capacity:
._Personal Representative
Counsel for personal
representative
-\ BUREAU OF TNDZVZDUAL TAXES
~.XNHERTTANCE TAX DXVZSZON
--DEPT. 280601
HARRISBURG, PA 17118-0601
COHHONgEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSEHENT, ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
Rec~:4.~: "--i~-:~: cf DATE
-' ESTATE OF
'04 ~ii;~ 12
gILLIAH P DOUGLAS
DOUGLAS LAg OFFICE
Z7 g HIGH ST (/ *
CARLISLE PA 170~'1$
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
REV-I;¢7 EX AFP
05-15-2004
HARCH STEPHEN R
06-19-2002
21 05-0854
CUHBERLAND
101
Amount ReaAtted I
HAKE CHECK PAYABLE AND REHIT PAYHENT TO:
REGISTER OF gILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LagER PORTION FOR YOUR RECORDS
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOgANCE OR
DZSALLOgANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF HARCH STEPHEN R FILE NO. 21 05-0854 ACN 101 DATE
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANOED
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)
$. Closely Held Stock/Partnership Interest (Schedule C) ($)
~. Hortgagas/No~es Receivable (Schedule D) (~)
$. Cash/Bank Deposits/HAsc. Personal Property (Schedule E) ($)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXENPTZONS:
9. Funeral Expenses/Ada. Costs/NAsc. Expanses (Schedule H) (9)
10. Debts/Hortgaga Liabilities/Liens (Schedule 1) (10)
11. Total Deduct/ohs
12. Net Value of Tax Return
3/559.Z5
.00
.00 NOTE: To lnsure proper
.00 credit to your account,
.00 submit the upper portion
.00 of this form with your
tax payment.
.O0
(8)
10,291.00
.O0
$,559.Z5
13.
1~.
NOTE:
(11) Iff .20!. Off
(12) 6,731.75-
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13)
Net Value of Estate Subject to Tax (1~)
If an assessment ~as lssued previously, lines 1~, 15 and/or 16, 17,
reflect figures that lnclude the total of ALL returns assessed to date.
ASSESSNENT OF TAX:
15. Amount of LAne 1~ et Spousal rata (15)
16. Amount of LAne 1~ taxable et Lineal/Class A rate (16)
17. Amount of Line 1~ at Sibling rate (17)
18. Amount of LAne 1~ taxable et Collateral/Class B rate (18)
~al Tax Due
.0O
6,731.75-
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
RECExPI
NUHBER
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
( ZF TOTAL DUE IS LESS THAN $1, NO PAYNENT ZS REgUZRED.
ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.)
19. Princi
TAX CREDITS:
PAY;E;~T
DATE
DXSCOUNT
INTEREST/PEN PAID (-)
· O0 X O0 = .00
· 00 X 045= .00
· O0 X 12 = . O0
· O0 X 15 = .00
(19)= . O0
18 and 19 will
RESERVATION:
Estates of decedents dying on or before December 1Z, 19DZ -- if any future interest in the estate is transferred
in possassion or enjoyment to Class 8 (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
PAYHENT:
REFUND (CR):
OBJECTIONS:
ADHIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section 1140 of the Inheritance and Estate Tax Act, Act 25 of 2000. (71 P.S.
Section 9140).
Detach the top portion of this Notice and submit with your paymant to the Register of Hills printed an the reverse side.
--Hake check or money order payable to: REGISTER OF N~LLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications era available at the Office
of the Register of gills, any of tho 23 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-361-2050; services for taxpayers aith specie1 hearing and / or
speaking needs: 1-800-447-3020 (TT
Any party in interest not satisfied with the appraisement, allowance, or disallomance of deductions, er assessment
of tax (including discount or interest) as shown an this Notice must object aithin sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 181021, Harrisburg, PA 17118-1021, 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 assassmant should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 180601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See 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 (3) calendar months after the dacedent's death, a five percent (51) discount of
the tax paid is allowed.
The 15X 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 and of tho tax amnesty period. This non-participation
penalty is appeaZable in tha same manner and in the the same time period as you gould appeal the tax and interest
that has been assessed as indicated on this notice.
Intarast is charged beginning with first day of delinquency, or nine (9) months end one (1) day from tha data of
death, to the date of payment. Taxes which became daZinquent before January 1, 1982 bear interest at the rate of
six (6X) percent per annum calculated at a daily rate of .000164. All taxes ahich became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary free calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1981 through 2004 are:
Interest Daily Interest DaiIy Interest
Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 201 .000548 ~)'~'~-1991 111 .000301 ZO0~ 9X .000247
1983 161 .000438 1991 91 .000247 ZOOZ 6Z .000164
1984 llZ .000301 1993-1994 72 .000191 Z003 52 .000137
1985 131 .000356 1995-1998 91 .000147 2004 41 .000110
1986 101 .000274 1999 71 .000191
1987 101 .000274 ZOO0 71 .000192
--Interast is calculatmd as follaas:
INTEREST TM BALANCE OF TAX UNPAID
X NUNBER OF DAYS DELINQUENT X DAZL¥ INTEREST FACTOR
--Any Notice issued altar 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, additiona! interest must be calculated.