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HomeMy WebLinkAbout12-01-09Pa. ~.C. R/tule 6.12 STATTJS REP®RT REGISTER OE WILLS OF CLtm berlAtl d, COUNTY, PENi~ISYLV.4NIA Name of Decedent: DSC3DI,tRN~ C~-PfZDOI~I D€R1~ Date of Death:_ 12 /T p 3 ~ 07 File Number: a ~~ $ - D 0 3 3 8 u,suan, ,,, . a. 0.,... o..•. ~ ~~ D !` Ruie v.I~., I report tl:e fCI1CR':ng ~.~~1?h recprpt to CnrrtpletiCP_ of the administration of the above-captioned estate: I. State whether administration of the estate is complete :.................... Yes ~ No 2. If the ahsweris 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 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 infomrally to the parties in interest? ...................:........... ~Ires (~ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be fired with the Cleric of the Cipi~ans' Court and :ray be attached to this report. Onre I I ~30~9 ~~~%%~~<~ gn lure o Person Filing [his Form ~ Capacity: ~personalRepresentative '©Counse] o ~ ~' I ~C? T' i` i7 Q ODQ Nnrne ofPer'ton Filing this Fm~m g1.r;Y'/1V(N L(' ~pl,(~~ ~~~ yny ALL&N44GF. u .av ,J ( _j ~ ~~ Address '' w v~~ GA'M~ k/GG ~/~- /poi/ s '( g ~~ 7/7-7(ol-/alb ar Cd-± 7/j-57f~7b7 e"! Telephm~e Fm>nRW-l0 rev. 10.13.06 L Register of Wills 11/30/2009 One Courthouse Squaze Cazlisle, PA 17013 RE Estate of OSBOURN, CORDON D File No. 2008-00338 Deaz Sir/Madam: This response and the enclosed Pa. O.C.Rule 6.12 Status Report services as notice that the estate administration of Gordon Dean Osbourn has been completed. All testamentary requests of the will have been honored. As executrix and surviving spouse I have assured that our stepdaughter, Amy Pemiciaro, the primary beneficiary of the will, received all of the bequests outlined in the will, even those which I inherited by default. The amicable and loving relationships we maintain since my husband's death, and the lovely grandchildren we shaze, are the true inheritance I have, and treasure. Those items which Amy did not wish to take, primarily the expansive collection of Christian and theological literature and research, was donated to the Eastern Cluster of Lutheran Seminaries Libraries, through the A.R.Wentz Library at the Lutheran Theological Seminary in Gettysburg, Pennsylvania. Both Amy's notification of Receipt and Release, and the Lutheran Seminary's notification of receipt, aze enclosed. Also enclosed is the copy of the Estate Tax statement for 2008. By this notice, and enclosures, the administration of this estate is completed. If any further action is required, please contact me at 717-579-5767 during the day or at 717-761-1215 at my home in the evening, or at the following address: 404 Allendale Way Camp Hill, PA 17011 Thank you for your assistance with this administrative proceeding. Sincerely, Colleen M. Gallaher co O r~ Executrix and Surviving Spouse ~r o ~ `' " r .> OQ~ = c ~) b ~ ~ ..; "i ,r ESTATE OF GORDON D. OSBOURN PLEAS PENNSYLVANIA IN THE COURT OF COMMON OF CUMBERLAND COUNTY, FILE NO: 21-08-0338 RECEIPT AND RELEASE OF EXECUTOR KNOW ALL MEN BY THESE PRESENTS, that the undersigned acknowledge by receipt of all monetary funds and items to which I am entitled under the Estate of Gordon D. Osbourn which constitutes a full distribution of the devises, bequests, interest or shares to which I am entitled under the Estate of Gordon D. Osboum. In consideration of which payment I do hereby forever release and discharge said Executor of and from any and afl claims by me for further accounts, payments, or distribution concerning the said estate or arising out of the administration thereof. {h IN WITN SS WHEREOF, I have executed this Receipt and Release this day of ~~_, 2009, intending to be legally bound hereby. Witness: Perniciaro ~-' EASTERN CLUSTER OF LUTHERAN SEMINARIES LIBRARIES A. R. WENTZ LIBRARY LUTHERAN THEOLOGICAL SEMINARY 66 SEMINARY RIDGE GETTYSBURG, PA 17325 October 5, 2009 Ms. Candy Gallaher 404 Allendale Way Camp Hill, PA 17011 Dear Ms. Gallaher, I am sorry to be so late in acknowledging your gig. We wish to thank you for your donation of 65 boxes of books to our Library in memoriam to Gordon Dean Osbourn from his extensive library. The books are being checked against those in our collection and will be added or used to replace ours as needed. Those we do not use will be offered to the other Eastern Cluster libraries, sent to Afiica for their seminary libraries, or offered to our students for a nominal fee at our semiannual book sale. We were especially appreciative of the wonderful condition in which we found the books and tapes. Thank you again for remembering us. Sincerely, ~ ~t Roberta Brent Acquisitions Assistant COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OFREVENUE BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE PO BOX 290601 OF DEDUCTIONS AND ASSESSMENT OF TAX HARRISBURG PA 17128-0601 REV-1547 E% AFP (06-g5) DATE 12-15-2008 ESTATE OF OSBOURN GORDON D DATE OF DEATH 12-03-2007 FILE NUMBER 21 08-0338 SUSAN H CONFAIR COUNTY CUMBERLAND REAGER & ADLER ACN 101 2331 MARKET ST APPEAL DATE: 02-13-2009 (See reverse side under Objections) CAMP HILL PA 17011 A~ount ReB:itted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT-ALONG THIS LINE- '---- REV-1547 EX AF ~-- RETAIN LOWER PORTION FOR YOUR RECO ROS F P C03-05) _ _ NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE ESTATE OF OSBOURN OF DEDUCTIONS AND ASSESSMENT OF TAX GORDON DFILE N0. 21 08-0338 ACN 101 DATE 12-15-2008 TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED -- ~ an,crtcs: - .l'EE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estato (SChedu to A) 2. Stocks and Bontls (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Properly (SChodule F) 7. Transfers (Schedule G) B. Tptal Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Atlas. Costs/Misc. Expenses. (Schedule H) 10,625.77 30. Dab is/Mortgage Liabilities/Liens CSchedula I) I9) - ~ 11. Total Deductions ci o) 00 12. Nat Value of Tax Return 111) 70.67G 77 13. ,Charitable/governmental Bequests; Non-•lact tl 9 (12) 577,476.77 14. o 113 Net Valu• o} Estato Subject t T Trus ts (SChodule J) 113) .00 o ax ' nq) 577,476.77 NOTE: If an assesseent was issuedpreviousiy, lines reflect figures th t i 14. 15 and/or 16 17 18 a nclude the total of ASSESSMENT OF TAX: ALL returns assess , , and 19 will ed to date. 35. Amount of Line 14 at Spousal rata C15) 546,735.73 00 16. Aaount of L3n• 14 taxable t x = .00 a Lineal/Class q rate c1 s) 30,741.04 045 37. Amount of Line 14 at Sibling rate X _ 1,383.35 18. Amount of Lana 14 taxable at Cpllatera l/Class B C17) .00 X 12 00 19. rate Principal Tax Duo (18) .00 X 15 T~~~Y RT~ ci9)= 1,383.35 AMOUNT PAID TOTALTAX CREDIT 1,383.35 '~C( e~)i# 152;H.~ BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN !1, NO PAYMENT i5 REpUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL OUE IS REFLECTED AS A ••CREDIT" (CR), YOU MAY BE DUE ii) •00 NOTE: To Insure proper I2) .00 cra tlit to your account, C3) .DD submit the upper portion of this form with your I4) •00 tax payment. c5)- 27.248 72 C6)-0p cn - 560,853.82 ca) 588,102.54