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HomeMy WebLinkAbout12-01-09Pa. ~.C'. Rule 6.32 STATUS REP®RT REGISTER OF WILLS OF COUNTY, PENNSYLVANIA Name of Date of Death: ~~ X7(1 ~~~ ~ File . u.~~u.., ,~ >, u. .~.....,..,. D""^'•^^~ ~~+ D^ O (' D,.lo (, ice, i report the fOllClarinob lxrltll 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 arisweris No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final accou~n~t, ,with the Court? ....:.. Yes o b. The sepazate Orphans' Court No. (if any) for they p ~~l ~~ representative's account is: c. Did the personal representative state an account informally to the parties in interest? ...................:........... ~'es ©No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerlc of the Orphans' Court and maybe attached to this report. Dnre / Signaty of erron ilinS (hit Form Cap a c ity : ]Personal Represent at ive el.. C 1r.1 cam') ^^ ~~ II [ ~ ~ ~ Q L"Y~F1L~Y I,~S/ \ ~7 L1 r r ~ ? CV 1- ~ Nnne o~er' on fling this Form = G t + ~ L 1 ~) ~ e~~Q 7 Address ,' ,`', ~~ ~~ 1 1 1 W -y tl ~,) ~~}` J ~~ C..1 J~gL ~/Y J ~~ ~~ ~ O~ . +~)iL ..1~ 0 rn ~ Telephone N V Form RN•-l0 rev. /0.13.06 ;~ ~1 -~ r ter, E"~.5'.'rG4RY LISA A 'SG "' r. ---- ~~ ESTATE INFORMATIQN: FILE NIIMRGR• DECEDENT NAME: GAVENAS WILLIAM A DATE OF PAYMENT: 06/03/2008 POSTMARK DATE: 06/02/2008 COUNTY: CUMBERLAND DATE OF DEATH: 11/30/2005 REMARKS: CHECK# 666 SEAL INITIALS: AJW RECEIVED BY: TAXPAYER SSK: ;.78-22-t 55~ 2106-0778 ~~. ed QQ~$Js ASSESStUfl=a~i~ tiRa~~+s~T CONTROL NUMBER 101 525.48 TOTAL AMOUNT PAID: g2cy;,r}g GLENDA EARNER STRASBAUGH REGISTER QF WILLS BUREAU RF '. '- , .._. ___ _. _...._.._.....__ _. INHERITANCE x.. ,-_~` _A7L=S ;j`. APPRAISEMENT, ALLOWANCE OR DISALLONANCE Pd BmI 2gLLu. ! OF DEDUCTIONS AND ASSESSMENT OF TAX REV-lb4T IX AFP C/L-8b) DATE - 08-18-2008 - ~ - - ., ESTATE OF GAVENAS '~YLLIAM A DATE OF DEATH 11-30-2005 FILE NUMBER 21 06-0778 MARYL3SA oAV=+~S COUNTY CUMBERLAND APT 6E s ACN 101 ~' `s '~ APPEAL DATEz 10-17-2008 320 W SS-= S~ (SeerevaaesFderzndwObjeclioRS) NEW YORE N'C 30814 Aeount Reattod . MAKE CHECK .PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS - CUMBERLAND CO COURT HOUSE '.CARLISLE, PA 17013 -..~ - ALONG THIS L ~.ry RET H LONEq PORTION FOR YOUR RECORDS 1547 EX AFR CD#-053 NO'FIC~ fi ^~~-^••-___-_---„____________________ EiTAX APPRAISEMENT, ALLOMANCE OR -------------~ ' ''ES',i`~n OF 6AVENAS WILLIAM A FILE N0. 21 06-0778 ACN 101 -.DATE 08-18-2008 TAX RETURN.: MASS C X) ACCEPTED AS FILED (. ). CNANHED EES~'~A'w;~1i CONCERNING FUTURE I NTEREST -SEE REVERSE AF~`~7{;IS 3PAL8E 01= RETURN BASED AN: ORIGINAL RETURN - =.e:. S.tat. Cs.h.dul. A] - -. -, CD - "00 -NOTE: To insuro proper x =,:.:a_3[s aald: Hands CSehsdula H)- ,I C2) --.DR crstlit to your seeeunt, 1- =~aZY'Ne1dStock/Partmrshiti Lntaraat[Sebadul~ C} - C3) ~ •.OE_ submit tha upper portion -- ~~. ~~.aysa/NOt.a Rsoeivabla [Sehstlgia D) of this form with your _ C6) - .00 tsx payment. __ ?a=xlHaat. D.poaits/Nisc. Personal Prnparty Cschedul. E) '(5) 20.7...D-RG A- ==:a1`-8! Owned Property CScMdula F) r_C6) . - .OD ?- '*mhslers CSeh.dule 6) - :` CTJ .00 .~'- Total Assata .. _. u) - 20:720.55 AP3YED'DEDUCTIONS AND EXEMPTIONS: 9.-Fungal Exponsos/Adm. Coststllse_ _~.-,,;SSS csefxaeul. vi ~e~ 3,734.53 ASSESSMENT OF TAX: - ----' -' ^~" '-"erns mssssama to dmto. IS_.Amouzt pf Li,-.e i4 st Spm_aml rasa C1S) .00 00 0 iT. ~°" s .. •"a - ~a~-a .L --aa:;=ia~ X _ u w rs:. c1a) 477.42 X 045. .. 0 - 21 48 ~n Z2 ~ 8~ . 6 ~: __._,= x 18. Asa,..,.- a_-s _ =aa a..,a a~ -_~=a-s`=.r~"',,.sss a ra-~ ..52 .$0 :Z i5 .SR9 AX ¢({RQILS: ','.' w :~ = 21.48 z •Nr DATE ` ~" ~ ~:_- s~ a-^, 'R+'-`` .,B== ,.i-02- OOB b ~ ~ `'%i'aJ1L 'T.k7C;CRE'3:;" _ 22.x.= EASa~,NtGE ~ TAX s ,4~ - `~ ~ ,~ TOTAL -~ t AFTER DATE .,,e.~wB ~.. s xc.>s'R,.Cx. ,""xULATION DF A ' - Wig,.. {'m Z3 =cSS 3:t+A1F'i'-i! '~C ~' R• z. ~k"fz"' ~3 EE ~'~' w.t ,._r.rw¢, ~ 7 . ._ ~ -,.~ ! s z~_A~ --.= ZB-REsLECTED:A§ A srw_«ti., £ •- a ~= n ' . #v_ 3,'~. eLCUtaaE..4TV= 9= ':f~$.2~ •"• . u~.l'S a::~w. Fg~'^(. _•T_F.'i:'if1.4....-ic. RECEIPT FOR PAYMENT ___ ~_,~ _~ASBP,iJGH Receipt Date: 5/30/2008 -_ _- - Register Of Wills Receipt Time: 14:07:03 =_ ""4~are Receipt No.: 1052878 --~ -- - :`~3 :~ P3^_ 3~i 3cC~i+iZ.'SS: :~`.AATiY =ZSA GAVENAS AKK ------------------------ Receipt Distribution ------------------------ Fee/Tax'Description Payment Amount Payee Name __,_ ^°~ ~- ~ 15.00 CUMBERLAND COUNTY GENERAL FUN ---------------- .._ $15.00 _,_- ..... $15.00 1 ~. . ~ ~~ i. :y r ., ;, ~ c~ r.~ "G••"A° NY.114A1 tlt rr+rp .n r `. r w.Yr.~ rr C f/5,~ ~ ~~~;, ,, -- __ __... _tolitl ~ t~ ~ ~ .. s'V' ~ ryry Q~f~ ~! ~:011000011C M~INI~t t11 006CB09t?8~i9JUN03I0000000812515.00 t ~,d~., 4a aa.rN~e~/yer1sq~1' •3~ M4 Cri[T11 l~,/I /,q ~p~7 ... _._s saaao I Cw-sE Q r. .... 2 ~ • ~:•~~ k'OJ10000 ih 4t10i 1St~tS~"OL1~ /OOOOOIDD00/ 0088707~Od922 JUN 02 I~DOOOOOQd115100.00 ~ld~.w ns ~ yse•~+a*~i.1_ ~ 1 t3I _.... __~.t/~(b eotwoabl-K wso~lls~a 7wr~~~ ~ .~ s t ors ~~.. w 0o r lmoo:la ~~ .~,.~,.r IOOOOO3i000/ ~~~~ tlt ~f15~ ~+cavw.~+ -.~i.xa~er sy ~~r~r~r h w rw J 15056051047 OFFICIAL USE ONLY INHERITANCE TAX RETURN Code Year . FYe Number RESIDENT DECEDENT ~~ `~ ~ ~ ~ ~ b ~ ~ ;~ ~ REV-1500 EX cDr~os> PA Depar6neM d Reverrle HUrBMI d Individual Taxes PO BOX 2&1801 Hartieeup, PA nt28060t ----- Sodal Seca Number ,y~ Deceden`ts' Last ,Nalmen ~ ' Suffix (H Applicable) Eller Surviving Spouse's Intormatbn Below Spouse's Last Name Suffix Spouse's Soda) Security Number Date of Birth ~°~~ ~ ~ ~ 9 a ~-. Decedent's Frst Name MI y;I - ~ L', ~,~ Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE FILL IN APPROPRIATE OVALS BELOW REGISTER OF WILLS O 1. Original Retum O 2. Supplemental Retum O 3. Remainder Retum (date of death O 4. Limited Esfate O 4a. FNure Interest Com Pdor to 12-13.82) Promise (date of O 5. Federal Estate Tax Realm Required death after 12-12-82) O 6. Decadent Died Testate O 7. Decedent Maintained a Livi Tmst (Attach Copy of ~0) (Attach Copy of Trust) ~ ~ S. Total Number of Safe Deposk Boxes O 9. Lkigation Proceeds Received O 10. Spousal Poverty Credk date of death ( O 11. Election to tax under Sec. 9113(A) between 12-37-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTNIN MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION 8HOULD BE DIRECTED TO: NMame ~ ^~ "r t( ~ ~ ~; ~ ~ ~ ~~ , y ~ ~ ~) DaYUme TelePhare Number Firm Name (H Applicable) V ~ ~ ~i~~~ 3~~Q'~ REGISTER OF WILLS USE ONLY First 9ne of addrerss ~^u Second line of address ~~~ ~~~ Gb a Post OfNce N 'NVI State ZJP Code I r ~, ` ~ ~ ~ ~ DATE FILED Correspondent's e-mail address: Side 1 L,,~ ~r5p560S1047 15056051047 UAIE ADDRESS PLEASE UEE ORNpNAL FORM ONLY ------ REV-1500 EX RECAPRULATION 15[I56052048 6. Jointly Owned Property (Schedule F) O Separate Bi61ng Requested ..... . 7. Inter-VHos Transkrs $ Miscellaneous Norfpropate Property (Schedule G) O Seperat® &N^9 Requested ..... . 8. Total Grose AsaNS (total Lines 1-7) Dery~ce+d~en{t~sjSoycial Secunty Number 1 7' 7~ 1 ~''. ~..,~ 6. 7. 6. 9. Funeral Expenses & Administrative Costs (Schedule H) ................ -'"~1$*'~'~ '~- ..... 9. ~ ~. 10. N Debts of Decedent. Mortgage LietriAtles, & Liens (Schedule q ........... Tot l D ,:. "~~ ..... 10. r ~ ~d, 'rY ~. ~ . a eductlone (total Lines 9 8 10) .............................. ~t. ..... 11. ~ ~ 12. Net Value of Estate (Line 8 minus Line 11) ..... . ~ ~. 13. Chadtable and Govern ................... l ~~~ 9173 Tnrsts for which an election to tax has notbe ..... 12. en made (Schedule J) ................... ..... 13. 14. Net Value Sub)ad b Tax (Line 12 minus Line 73 ....... ~ ,.~ . ............. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable ~ ~ .... 14. at the spousal tax rata or transfers un'- ~sc. 9116 ~ - .. (~ 16. Amount of Line 14~taxahle . "~ _ 15. ~ 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O l_ Side 2 15056052048 150561]52048 REV ~ sn Fx+ (12.99> SCMEpYLE M corarroNwEAUH of PEw+srLVANw FUNERAL EXPENSES 8r INHERITANCE TAX RETURN •eua~~.~cTp~~T C,~s RESIDENT DECEDENT ~~Yl~wr ~~~~C ESTATE OF William A. Gavenas Jr. (SSN 178-22.1569) PA FILE #21-06-p77g FlLE NUMBER 2006-00778 Tc.. Debb or decedent must be rpwrbd on SehsduN L ____.... .._.. AMOUNT • FUNERAL EXPENSES: L Church fee (SL Mary's, YYdkes-Barre) z. Flowers, candles/church decoration ~, 300.00 ( Marys, wlkes-Bare) 3 Burial fee St. M 60.00 ( ary's) 350.00 B. ADMINISTRATNE COSTS: 1. Personal RePresamafive's Commissiorre NameotPeBOnal Ma Lisa Gavenas 1,200.00 Represenfadva(s) ry Sordtl Searily Numbd(syE1N Number or Penland RepreaentaY~ve(s) 162-48-0160 street Address 320 W. 56 St., Apt. 6E cny New York _ smm NY Zp 10019 rear(s) Commissbn Paid: 2008 2. Atlomey Fees 275.00 9. Family Exenpdon: (H decedents address is rat the same as tlainants, atf~h exfllerredon) Gatmem Mary Lisa Gavenas (decedent incapacitated/died in nursing home) street Address 320 W. 56 Street, Apt. 6E City New York -state NY _Zp 10019 Relationship a ciaimard to pecedent only child (decedent was widower) 4. ProbaN Fees 5. Aaour~M's Fees 6• Taz Realm Preparers Fees T. Bank charges (monthty dledc printing, statements) s. 360.00 Deatil notice (Carlisle Sentinel) s. Death certificates (for decedent and 107.99 spouse) for notifications, legalizations, etc.; nWay fees 232.00 ~ o. Ca rents and tills for travel to Carlisle (administrator resident out of state) ~ ~ Postage (proofs of delivery), faxes 403.01 12. Posting holed, filing in Orphans Court, filing fees 119.53 327.00 TOTAL (Also enter on Nne 9, RecaPkulatiort) t 3734.53 (It more space is needed, gwr[rtdditbnel sheets of Ura same size) REV1512 EX~(12-03) !! .! ~i~Vii 1 caMMaAVEnui1 of nvrwu DEBTS OF DECEDENT , ES uE~oE~oE~Nr~ MORTGAGE UABIt~itES, & LIENS ESTATE OF William A. Gavenas Jr (SSN 178-22-1569) PA FILE #21-06-0778 FILE NIItYBER RapoA debt incurred tlb by Aacadeat pda to dnlh whidl remeiMd unpaid as Of tlN date Of death ITEM IndWl 2006-00778 , NUMBER an ng relmburead reedlul s:games. DESCRIpriDN t. Guazdi~lship fees to nurse Richard 6 A b VALUE AT DATE of DEATN . r our 2. Medical and residence fees (Claremont Nursing Home, Carlisle) 2493.39 3_ Fels ~ I awyer (Charles Friedman, Harrisburg) 13735.21 4. Banking fees OR PNC account 250.00 30.00 TOTAL (Nso enter en line 10 Recapitulation) s I 16508 60 Qf more space is needed maert adddlonal sheets of the same size) REV-1508 EX+ (698) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT BCHEp11LE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY i-T~ART William A. Gavenas Jr (SSN 178-22-1569) PA FILE #21-08-0778 kldutle the proceetlc m lidpation entl the date the prooeeos were reoelved q'the estate. Ar P~D~h' I~ih~aU wMh rlpht al wrnvonhlp mqt be tllacbtl0 on 8oha011M F. 1.I Commonwealtlt of Pa. undarerled property, claim #99839284 2. I Marsh Afiinily PI'acice, death claim refund 3. I PNC Checking account 86-1324-8144 2008-00778 VALUE AT DATE OF DEATH 180.87 64.68 20,475.00 ;7~~~ TOTAL (Also enbr on Wle 5, Recaghllefon) f 20720.55 ~ (K more space is neeaetl, insert Iltltlifional sheets or the same size), w: '' ~ - --_ ~'^