HomeMy WebLinkAbout03-0398PETITION FOR PROBATE and GRANT OF LETTERS
Estate of' "t~°~-~_fl ¢~ r~'~"/~'/iL No. ~I'-~.~".~IIH~
also known as l [ ~ -' - 7:.-- ~e./? --~-~ ,~, To: -
Register of Wills for the
~ , Deceased. County of in the
Social Security No. ~.- -~4' _. ~- %-
79(5 l` ~ ~ _ -( ~ / Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut c>~ _ named
in the last wilt of the above decedent, dated
and codicil(s) dated , 19.~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in <' c..,... $~./e~ ,oo/ County, Pennsylvania, with
h last family or principal residence at. '7 x ~_ ,~-r',- ~ L ~ ~o~, .~ ,_. ~
(list street, number and muncipality)
Decendent, then 7z _ years of age, died g -25- r-1'97~, oo /
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:
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:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters_
theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA q
COUNTY OF c ~ .... /..,, ,( f 8s
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.
Sworn to or affirmed and subscribed
before me this ~0-~r~ day of
Estate Of MARY G RUNKLE ., Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW MAY q
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated 9-12-1983
described therein be admitted to probate and filed of record as the last will of
and Letters~
~)t9~---, in consideration of the petitionon
are hereby granted to NN M RUNKLE
FEES
Probate, Letters, Etc .......... $ 2 5,00
Short CertifiCates( ) .......... $__fi_,_0_0~
~i~i~i~i61i .ey.t.r..a.p.a. qe..s... $ 3.00
jcp $ 10900
TOTAL .$ 44.00
5-9-03
~ Filed ........................
called exec 5-9-03
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
REGISTER OF WILLS OF C~BEm~A~
COUNTY
OATH OF SUBSCI~mING WITNESS
, - o.3-3q
Jon F. LaFaver
(xm~r0 a subscribing witness to the will presented herewith. (e~a~0 being duly qualified according to
law, depose(s) and say(s) that he was
Mary G. Runkle -- present and saw
the testat rix . sign the same and that he .'
_ signed as a witness at the
request of testatrix in h er pre:ence and (~l~~~--4~.l~%.iiftfi~ (in the presence of the
other subscribing wimess(es)).
Sworn to or affirmed and subscribed before
cv~ ~ o day of
4~'Jon F .-"LaFave~
120 Carol St., New Cumberland, PA
17070
(Address)
(Name9
{4ddre.=/
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber (each} being duly/qualified according to depose(s)
~ - ~ -- familiar 7,/{h the signature of. '2'. ~ and say(s) that
' cdi~
tes:at~ o/ of the subscdbi/~ witness, to)the / wi, ~ here,v/th and
that __.._.Z/ / beiie~ ~
~ / believes on the will~s of
_ __.~_ / handwriting
t° h~tne ~t °f ---------- -- k/~ledge and betieL . /
t~stO or affirmed and sg~scribed before ~
19 day of (flame/
[A~.~/
/Register/ ~
b (Name)
(A~dn:ss)
REGISTER OF WILLS OF ~, COUNTY
(ch) a subscribing witness to the C~ted herewith, ~ng duly qual~i according t2
law, depo~s) and say(s) that ~ xX_ pres~xlt and saw
the testat , si~ he same and that "~ sign~as a witness a~-t.the
request of testat~ ~ ~ presence and (in the presen~ each other) (in t~resence of
~ubscribingwit. ness~es))_. ~ ~ ~
Sworn ~r affirmed and subscribed bef~ ~ ~
me this ~ day-o~~ (Nam~
~ ~ ~ (Address)
~ Register ~
~ ~amO
(Address)
I~GI~_R OF WILLS OF O.v.r'n~e.~ COUNTY
· ~TH OF NON-SUBSCRIBING WITNESS
021 - o,s
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
~ ~-~ familiar with the signature of ~'~ ~ ~Cxk~ ·
codicil 0 '
testat_~, of (one of the subscribing witnesses to) the ~ presented herewith and
codicil
that ,~'x~ c'~-~z~ believes the signature on the will is in the handwriting of
to the best of ~ ~,,_~ knowledge and belief.
Sworn to or affirmed and subscribed before
me this C~<~ day of
' ~'~' (] ~egister
(Name)
(Address)
(Name)
(Address)
105.905M REV. 4/96
This is to certify that this is a true copy of the record which is on file in the Pennsylvania Division of Vital Records in accordance
with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
1005590
No.
Charles Hardester
State Registrar
N -2 8. 2003
Date
H105.143 Rev. 2J87
71
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS
CERTIFICATE OF DEATH ......... 0 6:2 9 6 6
[ ....[~o~Y~r ~ -- 3~ -- [DAT~EOFDEATHiMC~h'DaY"te~r)
LAW OFFICES
. 317 THIRD STREET 0
NEW CUMBERLAND, PENNSYLVANIA 17070
¢
JOl~l F'. I..AF'AYE~F~
317 THIRD STREET
t- 03 -398
I, NARY O. RUNKI~, of tipper Alien To~mhip, Oumberlm0xt ~ounty,
Pennsylvania, being of somd ~d, m~ ~d ~ersmd~g, ~ ~eby ~,
~lish ~ ~el~e ins ~ ~d for ~ Mst ~ill md Testmt hereby r~o~g
~ ~ ~id ~y ~d all ot~r ~lls by ~ at ~y t~ heretofore ~e.
I.
I ~t ~t ~ ~e~tor here~t~ ~ s~ll pay ~1 ~ j~t
~bts ~d ~ral ~ses ~ so~ as c~~tly my be ~e ~t~ ~ d~se
II.
~1 ~e rest, resid~ ~d r~der of ~ estate, ~er r~,
p~s~l or ~, ~d~eso~ si~te, I hereby give, d~se ~d b~th
~to ~ ~b~d, ~ M. R~, ~ he s~ves ~ by a p~iod of t~ ~ys.
If ~ said ~b~ ~es ~t s~ve ~ by a p~i~ of t~ty ~ys, th~ t~s
ift to ~ s~l be di~sted ~d I th~ give, de~se ~ be~ ~ ~t~e
es~te ~to ~ s~, ~ R. P~~.
III.
I h~eby ~te, c~ti~te ~d a~t ~ hmb~d, ~~ ~
as ~t~ of ~is, ~ ~t Will ~d Tes~t. If ~e said GI~ M. ~le
s~d ~c~se m, fail to ~li~ ~ c~se to act as ~h, th~ I n~te,
c~titute ~d a~t ~ sm, W~ R. PA~~, as ~ecutor.
No fi~i~ act~g m~ ~s Will s~ll be re~r~ to ~st brad
~ ~s j~is~ctim ~ ~ ~y j~is~cti~ ~ ~ch he my act.
Page one of two Pages
IN WITNESS WHEREOF, I, MARY G. RI~, the Testatrix, have unto thi
~my Last Will and Testament, set my hand and seal this \~ day of September,
A. D., 1983.
JON F. LAFAVER
SI~IqED, SF_.~TF.'r3, P~BLISHED and DECLARED by MARY G. RUNKLE, the
?,above-rm~d Testatrix, as and for her Last Will and Testamertt, in r. he presenc~
?~of us who have hereunto subscribed our rmmes as witnesses at her request, in
iithe presence of the said Testatrix and of each other.
Page two of t~o Pages
'0.t li/I¥-6 /t11:15
C,t~.mb¢~;a;~d Co,, PA
MARY G. RLINKI~
LAW OFFICES
317 THIRD STREET
NEW CUMBERLAND, PENNSYLVANIA 17070
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Will No. ,,7./~ o $~ o.3 Y'_3: Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on :
Name Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Signature
Address /~ ~'./o4_ ~ o
Telephone (~/7) 6P 7 ~o
Capacity: / Personal Representative
Counsel for personal representative
STATUS REPORT UNDER RULE 6.12
NameofDecedent: Mary G. Runkle (File Number 2003-00~q8)
Date of Death: June 27, 2001
Will No.: Admin. No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
Did the personal representative file a final account with the Court?
Yes _ No 1']
b. The separate Orphans' Court No. (if any) for the personal represemative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes ['-] No ['-]
Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the. Orphans' Court
and may be attached to this report.
Date:
Signature
Capacity:
Address
~: ,, 2. o$,~
Telephone No.
l~Personal Representative
Counsel for personal representative
Cumberland County - Register of Wills
Hanover and High Street
Carlisle, PA 17013
EV-1500 EX (GOO)
COMMONWEALTH OF
PENNSYLVAN,A REV-1500
DEPARTMENT OF REVENUE
DEPT. 280601 INHERITANCE TAX RETURN
HARRSBURG PA 17128 0601
RESIDENT DECEDENT
DECEDENTS NAME (LAST, FIRST, AND MJDDLE INITIAL)
OFFICIAL USE ONLy
21 -- _o3~
COUNFW CODE YEAR NUMBER
Runkle Mary
G
DATE OF DEATH (MM DD-YEAR) DATE OF BIRTH (MM DD YEAR)
6/25/2001
5/27/1930
(IF APPLICABLE)SURVIVING SROUSE'S NAME (LAST FIRST AND MIDDLE rNrT~AL)
Runkle, Glenn M.
URN MUST BE FILED iN DUPLICATE WiTH THE
~F WILLS
] 10nginal Return ~ 2 Suppremental Return ~ 3 Remainder Return (date of death pr,or to 12 13 82)
~4 LimSedEstate E~ 48 FuturelnterestCompromfse(dateofdeathafter12.1282) [~ 5 Federal Estate Tax Return Required
]8 Decedent Died Testate Alt h ~ 7 Decedent Maintained a Living Trust (Attach copy of Trust) -- 8 Total Number of Safe Deposit Boxes
ac copy of Wi
[~ 9 Litigation Proceeds Received E~ 10 Spousal Povedy Credit (date of dea[h between 1231.91 a~d I 195) ~ 11 Election to tax undo Sec 9113(A)(A[,a¢h soho)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME
David H. Stone, Esquire
Stone LaFaver & Shekletski
717-774-7435
COMPLETE MAILrNG ADDRESS
Rear Estate (Schedule A) (1)
Stocks and 8Grids (Schedule B) (2)
Closely Held Corporation Padnersbip or Sole-Proprietorship (3)
Mortgages & Notes Receivable (Schedule D) (4)
Cash, Bank Deposits & Miscellaneous Personar Property
(Schedule E)
(5)
414 Bridge Street
New Cumberland, PA 17070
Z
(8)
6 JoinHy Owned Properly {Schedule F)
E~ Separate Billing Requested (6)
7 inter-Vivos Transfers & Miscellaneous Non Probate Properly {7)
(Schedule G or L)
8 Total Gross Assets (total Lines 1-7)
g Funeral Expenses & Administrative Costs (Schedule H) (9)
I 8 Debts of Decedent, Mot[gage L abilities, & 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/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
0
4,47~
0
0
0
0
0
z
Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
Amount of Line 14 taxable at the spousal tax
rate, ar transfers under Sec 9118 (a)(1 2)
Amount of Line 14 taxable at lineal rate
0
0
(11)
(12)
(13)
¢4)
x o O~ (15)
x 8 45 (16)
7,6q7
0
4,475
Q- 17 Amount of Line 14 taxable at sibling rate
~ 0
O J x12 (17)
0 i 18 Amount of Line 14 taxable at collateral rate 0
X ' X 15 (18)
· > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
7,697
(3,222)
0
(3,222)
0
0
0
0
0
3W4645 1 000
Decedent's Complete Address:
712 Bamilton Ave
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2 Credits/Payments
A Spousa~ Poverty Credit
B. Prior Payments
C Discount
3 Interest/Penalty if applicable
D Interest
E Penalty
Total Credits (A + B + C) (2)
Total Interest/Penalty (D + E) (3)
(1) 0
0
0
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 I + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
A. Enter the interest on the taxdue.
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
(5B)
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1 Did decedent make a transfer and: Yes No
a retain the use or income of the property transferred: ....................... [~ ~
b retain the right to designate who shall use the property transferred or its rncome: ......... ~] [~
c. retain a reverslonaW 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'~ ............................ E~ []
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 periury I decrare that I have e×~mined this return including accompanying schedules and statements and t~) 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 in formatioll of which preparer has any knowledge
S~G NA~J RE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
ADDRESS
14 Blue Mt. Vista,
414~2~g~ Street
Mechanicsburg, PA 17055
DATE
New Cumberland, PA 17055
For dates of death on or after July 1, 1994 and before January1 1995'thetaxrateimpOsedonthenetvalueoftransferstoorfOrtheuseOfthesurvivingspouseis3%
[79 PS §9916 (a)(1 1)(i)]
For dates of death on or after January I 1995,thetaxrateimposedonthenetva~ueoftransfersto~~fortheuseofthesur~~vingspouseis0%[72PS §9116 (a) (1.1) (ii)]
The statute does not exem pt 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 im posed 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
orastepparentofthechildis0%[72PS §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 P S § 9116( 1 2 ) [72 PS § 9116{a)(1 )]
Thetaxrateimp~sed~nthenetva~ue~ftransferst~rf~rtheuse~fthedecedent'ssib~ingsis12%(72PS §9116(a)( 3)] Asbingisdefined, underSectJon9102, asan
individual who has at least one parent in common with the decedent, whether by blood or adoption
3W464~ 1000
Estate of Mary G. Runkle 170_24_3019
Executors (Page 1)
Surviving Spouse
The said Surviving spouse has since moved and his current address
is 14 Blue Mt. Vista, Mechanicsburg, PA 17055. He did reside with his wife
at 712 Hamilton Ave., Mechanicsburg, PA 17055.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF FiLE NUMBER
Mary G. Runkle 0398
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
Series E Savings Bonds in
decedent's name alone ranging
from 1990 thru 1996
TOTAL (Aisc enter on line 2, Recapitulation)
4,475
4,475
3W4696 I 000 (If more space is neededr insert additional sheets of the same size)
REV 1511 EX+ (12 99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Mary G. Runkle 0398
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A
4
5
7
FUNERAL EXPENSES:
Neill Funeral Home-funeral
expenses
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personar Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Glenn M. Runkle
Street Address 14 Blue Mt. Vista
City Mechanicsburg State PA
Relationship of Claimant to Decedent SURVIVING SPOUSE
Probate Fees
Accountant's Fees
Zip 17055
Reserve for closing expenses
3,847
250
3,500
100
TOTAL (Also enter on tine 9. Recapitulation) $ 7,69 7
3W46AG 1 000 (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
SCHEDULE J
BENEFICIARIES
ESTATE OF
Mary G. Runkle
FILE NUMBER
0398
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec 9116(a)(12)]
Glenn M. Runkle
14 Blue Mountain Vista
Mechanicsburg, PA 17055
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Surviving Spouse
AMOUNT OR SHARE
OFEBTATE
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II
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 REV1500 COVER SHEET 0
3W46Ai 1 000 (If more space is needed, insert additional sheets of the same size)
NEW CUMBEP. XAND, PENI'gSYLVA~NrL~ 17070
LaS"I' W'M,I, AND TES~
OF
MARY G. RUNKLE
I, MaRY g. RUNKLE, of Upper Allen Township, Cumberland County,
Pennsylvania, being of sound mind, memory and understanding, do hereby make,
~blish and declare this as and for my Last Will and Testar~nt hereby revoking
and making void any and all other wills by ma at any tima heretofore made.
I.
I direct that my Executor hereinafter namad shall pay all my just
debts and funeral expenses as soon as conveniently may be done after my decease.
II.
All the rest, residue and remainder of my estate, whether real,
~ersonal or mixed, and wheresoever situate, I hereby give, devise and bequeath
unto my husband, C~,ENN M. RUNKLE, if he survives ma by ~a period of thirty days.
If my said t~usband does not survive ma by a period of thirty days, then this
ift to him shall be divested and I than give, devise and bequeath my entire
estate unto my son, WARREN R. PATTERSON.
III.
I hereby nominate, constitute and appoint my husband, GLENNFL R .U~IE,
as F~xecutor of this, my Last Will and Testament. If the said Glenn M. R~nkle
shooftd predecease me, fail to qualify or cease to act as such, than I nominate,
constitute and appoint my son, WARREN R. PAZ'IERSON, as Executor.
IV.
No fiduciary acting under this Will shall be required to post bond
~] in this jurisdiction or in any jurisdiction in which he may act.
Page one of two Pages
IN W£11NESS W~F~MOF, I, MARY G. 1~, the Testatrix, have unno this
my Last Will and Testament, set my h~nd and seal this \%~ day of September,
A. D., 1983.
SIGNED, SEALED, PUBLISHED and DECLARED by MARY G. ~, the
above-~r~d Testatrix, as and for her Last Will and Testanmnt, in the presence
Df us who have hereunto subscribed our names as witnesses at her request, in
the presence of the said Testatrix and of each other.
Page two of t~o Pages
Inventory of the real and personal estate of
Mary G. Runkle
deceased
Series "E" Savings Bonds in
from 1990 thru 1996
the decedent's name along ranging
TOTAL
$4,4751
$4,475
~OMMONWEAL~H ~,,'
SS:
Glenn M. Runkle
~ ~ Mary G. Runkle
[ale o~ g~per Allen Twp. , ~umDer~an~ Counfy, Pa., ~eceasea ~n~ f~a+ f~e
0¢ +he esr,re estate of said decedent, cons[sf~ng of a~ +he persona{ property and real estate, except real estate oufside
" ' ' ' fa(r value
fha ~ommonwe~hn of Pennsylvan(a, an8 ~haf +he f~gures opposlfe each item cf the inventory represent ~fs
as o~ ~he date ~f ' : z' death.
and ~.ubscribed before me,
19
Runkle
14 Blue Mt. Vista
Mechanicsburg, PA 17055
25
Day
06 2001
Mon+h Y~ar
INST~UCT!O~t5
f, An [nvenfor'.' taus± be H'~ed wifh{n three months after appainfmen'~ of personaJ represen+afive.
,,¢ ..... r~ must be f;ied w~fh;n fh[rfy days of d scoverv of addff~=nal assets.
]. Aadmona -¢, cs m4,! be 4,Tecned as ~o oersona]fy or reaJiy
z 2ce Arf~c[e r /, ~;d~cTaries ~,c~ of 1949.
o
o
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Mary G. Runkle
Date of Death: June 25, 2001
Will No. 21-03-0398
To the Register:
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:
t. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will
be complete:
Date:
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 No X
(b) The separate Orphans' Court No. (if any) for the
personal representative's account is: N/A
(c) Did the personal representative state an account
informally to the parties in interest? Yes X No
(d) Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with
the Clerk of the Orphans' this
report.
414 Bridge Street
New Cumberland, PA 17070
717-774-7435
Capacity:.
Personal Representative
X
Counsel for Personal
Representative
IN RE:
ESTATE OF MARY G. RUNKLE :
:
LATE OF THE TOWNSHIP OF :
UPPER ALLEN, CUMBERLAND :
COUNTY, PENNSYLVANIA :
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-03-0398
RECEIPT, RET.RASE AND WAIVER OF ACCOUNTING
KNOW ALL MEN BY THESE PRESENTS, that I, GLENN M. RUNKLE, being
one of the beneficiaries under the will of MARY G. RUNKLE, do hereby
acknowledge that I have received all sums of money and property due me
by virtue of the death of MARY G. RUNKLE, in full satisfaction and
settlement of all of my rights and claims under her estate.
I further declare, intending to be legally bound, that I hereby
waive my right to require the filing of a First and Final Account and
Proposed Schedule of Distribution in any Court of Common Pleas having
jurisdiction over the same, and I acknowledge that I have had an
opportunity to examine copies of the books and records of the said
estate, and I agree to the final distribution of the estate without
further formalities, and with the same force and effect as if a First
and Final Account and Proposed Distribution had been filed in a Court
of Common Pleas of Pennsylvania having jurisdiction over the same and
duly audited and confirmed.
AND THEREFORE, I, GLENN M. RUNKLE, do by these presents, remise,
release, quitclaim and forever discharge the Executor, his heirs,
successors and assigns, from the acts of the Executor as aforesaid,
and of and from all actions, suits, payments, accounts, reckonings,
claims, and demands whatsoever, for or by reason thereof, or any other
act, matter, cause or thing whatsoever, and I do hereby consent to the
discharge of the said Executor.
IN WITNESS WHEREOF, I have hereunto set my hand and seal the
day of ~L~..~/ ~~ , 2004.
Witness v ' ~--- GLENN M. RUNKLE
COMMONWEALTH OF PENNSYLVANIA:
:
COUNTY OF CUMBERLAND :
SS:
On this, the ~ day ef ~%~(u~_ , 2004, before
me a Netary Public, the undersigned officer, persenally appeared GLENN
M. RUNKLE, knewn to me (er satisfacterily proven) te be the persen
whese name is subscribed to the within instrument and acknowledged
that he executed the same fer the purposes therein centained.
IN WITNESS WHEREOF, I have hereunte set my hand and seal the day
and year first above written.
N~ary Public
-2-
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF /NHER/TANCE TAX
APPRAISEMENT, ALLO#ANCE OR DISALLONANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
REV-15~i? EX 4FP (01-03)
DAVID H ST~E ESQ
STONE LAFAVE~ ETAL :
~i~.BRiDGE~-~i- :~
NEWCUHBERLAND P~ 17070
CUT ALONG THIS LINE
DATE 09-27-200q
ESTATE OF RUNKLE
DATE OF DEATH 06-25-2001
FILE NUHBER 21 05-0398
COUNTY CUHBERLAND
ACN 101
I Amount Remitted
HARY
HAKE CHECK PAYABLE AND REHZT PAYNENT TO:
REGISTER OF WILLS
CUNBERLAND CO COURT HOUSE
CARLISLE, PA 17013
RETAIN LOWER PORTION FOR YOUR RECORDS ~
DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX
ESTATE OF RUNKLE HARV GFZLE NO. 21 03-0398 ACN 101 DATE 09-27-200q
TAX RETURN MAS: (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)
$. Closely Held Stock/Partnarsh/p Interest (Schedule C) ($)
q. Mortgages/Notes Raca/vabla (Schedule D)
$. Cash/Dank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jo/ntly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTZONS AND EXENPTZONS:
9. Funeral Expanses/Adm. Costs/M/sc. Expanses (Schedule H) (9)
10. Debts/Mortgage L/ab/litias/L/ens (Schedule I} (10)
11. Total Deduct/ohs
12. Nat Value of Tax Return
q~q75
O0 NOTE: To insure proper
O0 cred/t to your account,
O0 submit the upper port/on
of th/s fora w/th your
tax payment.
O0
O0
O0
O0
(8)
7,697.00
.0O
15.
lq.
NOTE:
ASSESSNENT OF TAX:
15. Aaount of L/ne Xq at Spousal rata
16. Amount of L/nm lq taxabXe at L/naal/CXass A rata
17. Amount of L/nm lq at S1bX/ng rate
18. Amount of L/ne lq taxabXa at CoXlateraX/Class B rata
19. Pr/nc/pal Tax Due
TAX CREDITS:
PAYMENT RECEIPT ; DISCOUNT
DATE NUNBER INTEREST/PEN PAID (-)
q,q. 75.00
(11) 7. 697. O0
(12) 3,222.00-
.00
3,222.00-
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15)
Nat Value of Estate Subject to Tax (lq)
If an assessment was lssued previously, lines lq, 15 and/or 16, 17,
reflect flgures that lnclude the total of ALL returns assessed to date.
18 and 19 will
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(15) .00 x O0 : .00
(16) .00 x Oq5: .00
(17). .00 x 12 : .00
(18) .00 x 15 = .00
(19)= . O0
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS RE~UIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~ YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF TM/S FORH FOR INSTRUCTIONS.)
RESERVATION:
PURPOSE OF
NOTICE:
PAYNENT:
REFUND (CR):
OBJECTIOHS:
ADHIN-
ISTRATIVE
CORRECT[OHS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 12, 19BZ -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decadent after the expiration of any estate for
life or for years, the Coaaon#ealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate an any such future interest.
To fulfill tho requirements of Section 21~0 of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (72 P.S.
Section 91~0).
Detach the top port[on of this Not[ce and submit with your payment to the Register of Nills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF HILLS, AGENT
A refund of a tax credit, ahich Nas not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS15). Applications are ovailablo at the Office
of the Register of Hills, any of the 25 Revenue District Offices, or by calling the special Z~-hour
answering service for forms ordering: 1-800-562-Z050; services for taxpayers with special hearing and / or
speaking needs: 1-BO0-~7-50ZO (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disaZZaaance 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. ZBIOZ1, Harrisburg, PA 17lIS-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. 280601, Harrisburg, PA 1712B-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions far Inheritance Tax Return for a Resident
Decedent" (REV-IS01) far an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after tho decedent's death, a five percent (5X) discount of
the tax paid is allowed.
The 1SZ tax amnesty non-participation penalty is computed on the total of tho tax and interest assessed, and not
paid before January lB, 1996, tho first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same canner and in the the same ties period as you oould 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 free tho date of
death, to the date of payment. Taxes which became delinquent before January l, 1982 bear interest at the rate of
six (62) percent per annum calculated at a daily rate of .00016~. AIl taxes which became delinquent on and after
January 1, 1982 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 1982 through ZO0~ are:
Interest Dally Interest DaiIy Interest
Year Rate Factor Year Rate Factor
~ ZOZ .0005q8 1988-1991 llZ .OOOSOl
1985 16X .000~38 1992 91 .0001~7
198~ llX .000301 1993-199~ 72 .000191
1985 151 .000356 1995-1998 92 .O00Z~?
1986 IOZ .00027~ 1999 72 .000192
1987 101 .00027~ ZOO0 7Z .000192
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID
Daily
Year Rote Factor
ZOO1 9Z o000Z97
ZOOZ 6Z .00016~
2003 52 .000137
200~ ~Z .000110
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 tho assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.