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HomeMy WebLinkAbout04-0639PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of/'-~oco. also known To: Register of Wills for the Deceased. County of 0___x.,oo~ ~a ~_ in the Commonwealth of Pennsylvania Social Security The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, appl'l C .~,' o~0 for letters of administration on the estate of (d.b.n.; pendente lite; durante absentia; durante minoritate) the above decedent. Decendent was domiciled at death in (~.~Jrix~ FMC [0,-ct0 County, Pennsylvania, with h last family or principal residence at (list street, number and municipality) Decendent, then r~ ~ years of age, died Decendent at death owned property with estimated values as folllows: (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: Petitioner after a proper search ha the following spouse (if any) and heirs: Name ascertained that decedent left no will and was survived by Relationship Residence ~.--~.- THEREFORE, petitioner(s) respectfully request(s) the grant of letters of ..:~administration in the appropriate form to the undersigned. ~ ..... ~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA cowry or 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 thc estate according to law. Sworn to or aff, j~m~d~and subscribed before me this ~ :--) · '% day of '~L C ~ ~1 t ~ . RegisterO No. , Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW --.~-Lk_~A x_ 2 C'~_~/'5 4 X~9 , in consideration of the petition on the reverse side hereof, satis~c~y proof having bg~n'presemeO before me, IT IS DECREED that ~o~ ~ ~ O~ is/are entitled to Letters of Administration~nd in accord with~ch finding, Letters of Administration are hereby granted to ~~ ~'~~ in theestateof~_~c~~ ~ · ~ ~~~~ FEES Letters of Administration ..... $ I}2:3'C~ Short Certificates( ) .......... $ ~ ,CXD Renunciation ................ $ ._~ ¢'x23 ,,.hO~ $ ~ .o~ TOTAL __ $ ~, ~ vi~ea ~.r~:~.Q~ .....n.b. ~ ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE RENUNCIATION deceased. To the Register of Wills County, Pennsylvania. the above decedgnt, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters WITNESS hand this day of ., 20 ~. (Signature) (Address) (Signature) /?o13 (Address) (Signature) (Address) his 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 Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 10326704 No. Local Registrar .~0s.~o ~. 2,~ COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS ~, CERTIFICATE OF DEATH ~ ,'. Ray C. Neidigh '. Mai- l16 North ~ford St. ~ ,~ ~rlisle, PA 17013 '~ ,~~rland ~ Grace Bitner ~rol Neidigh ~ 148 North m~-t St., ~rlisle, PA 17013 OJv,. April J,,,~norial Gardens I,,~ Ca~lisle, Pa 17013 I,,J,,,,~--~.~'~'--~,F,~,..~ Hoffman Ro~h -- ' ' - ~unera- ~ome I~. 219 ]~orth Hanove~ St.. ~l~,1,. pA 17~ Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 10/05/2004 NEIDIGH CAROLYN 148 N EAST ST CARLISLE, PA 17013 RE: Estate of NEIDIGH RAY SR File Number: 2004-00639 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 10/18/2004 Your prompt attention to this matter will be appreciated. Thank You. cc: File Counsel Judge GLENDA FARNER STI{ASBAUGH Clerk of the Orphans' Court Name of Decedent: Date of Death: Will No. To the Register: CERTIFICATION OF NOTICE UNDER RULE 5.6(!!) /¥ Poo / Admin. No. I certify that notice of (beneficial interest) ~ requh'ed by Rule 5.6(a) of the O~phans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on NRnle Address Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Capacity: __ Telephone ~/~ ,~Z//~O .~~. Personal Representative Counsel for personal representative Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/06/2006 NEIDIGH CAROLYN 148 N EAST ST CARLISLE, PA 17013 RE: Estate of NEIDIGH RAY SR File Number: 2004-00639 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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 two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 4/14/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ,Ia~~~ Glenda Farner ;;;::~a4- Clerk of the Orphans' Court cc: File Counsel ~~ Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: ~ A-~ C.. l.~i1i:Lqh .Ilfcil I~t dlDJ ~DD4 - Lo :3~ Date of Death: Estate No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration ofthe above-captioned estate: 1. State whether administration of the estate is complete: Yes ~ No 0 '~(c. <..,JC,,5; NO .e..,~}tJcbL 2. If the answer is No, statt: 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 0 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 0 No 0 Date: c. 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 ~ Ii z/ ~ttached to this report. CCZf.;J /#-<:/ I . Signature .tJ~ " d~9 ~ II/X /U.. CCA-S} sJ, Addre~ Cl)tJ)~j/I-36'-11l Telephone No. C 4-( 0 1\/11 Name ~~oJ. -4l ~ ~ :LoW ~~? ~ 0LvnQ (7L/-ttb.J!-C Capacity: M'Personal Representative o Counsel for personal representative ,- 'J ) -.J 15056051047 REV-1500 EX (06-05) PA Department of Revenue . Bureau of Individual Taxes 'l1tIi.. PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Number Date of Death OFFICIAL USE ONLY County Code Year File Number INHERITANCE TAX RETURN RESIDENT DECEDENT Date of Birth ~ Decedent's Last Name Decedent's First Name MI n "c/; ('if Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ___ 1. Original Return c::::> 4. Limited Estate c::::> 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required c::::> 2. Supplemental Return c::::> c::::> c::::> 4a. Future Interest Compromise (date of death after 12-12-82) c::::> 7. Decedent Maintained a Living Trust (Attach Copy of Trust) c::::> 10. Spousal Poverty Credit (date of death c::::> 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes c::::> ~a~ (I~ppt~er ~o 11 e. ,'el "5 h :'/ 7 01- 'f I J 0 'I 7 REGISTER OF WillS USE ONLY First line of address .--:> .c? C.'J --:.-J',\ c~, , 4' ~ I ("r', ,oj ';"1 ~.J i. j r-;-l Second line of address 1\ c.aSt City or Post Office 5 -b , State ZIP Code ~) ~'ic 1 CAl2-1 i ~ Ie PA- -/7 c)IY Cf'I Correspondent's e-mail address: Iq77 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 tnue, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIG~TURE OF PE~ RE~PONE>IBIf' FOR FILING RETURN C!.~ ~-.te'(:h ADDRESS '" / </ C;S n. ~ c;; " i 5; .1 C fJ-€ I) '5 l-e 84 ' SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE 1- $" . 0 (p 17D .3 DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051047 15056051047 -.J r~-~--~--~-~--'--- --.J 15056052048 REV-1500 EX Decedent's Name: RECAPITULATION 1. Real estate (Schedule A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. 2. Stocks and Bonds (Schedule B) ..................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3. 4. Mortgages & Notes Receivable (Schedule D). . . . . . . . . . . 5~ Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . 5. 6. Jointly Owned Property (Schedule F) <=> Separate Billing Requested . . . 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) <=> Separate Billing Requested.. . . 7. 8. Total Gross Assets (total Lines 1-7). 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . . . . . 10. 11. Total Deductions (total Lines 9 & 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . ~ . . . . 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14. Decedent's Social Security Number cf- 0 c) Ov'l,aC.lSS 4. 8. INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) XO_ 16. Amount of Line 14 taxable at lineal rate X.O 17. Amount of Line 14 taxable at sibling rate X .12 18~ Amount of Line 14 taxable at collateral rate X .15 00.00 o (J. cJ () 15. 16. o 0.00 0- O. 0 0 17. 18. 19. TAXDUE...~. ~ . . 19. 20~ FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15056052048 C) 15056052048 --.J REV-1500 EX Page 3 File Number Dec~dent's Complete Address: DECEDENT'S NAME ~av\ STREET ADDRESS /I~ C.- r1€/c1'3 B-ec/ ~ \0 h st. n. CITY c,!CJ 2/i -e Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/F'ayments A. Spousal Poverty Credit B. Prior Payments C. Discount ~ I (.)- NIl! (1 ) It) Iff-. Total Credits (A + B + C ) (2) rOt A 3. Interest/Penalty if applicable D. Interest E. Penalty 4. Total Interest/Penalty ( 0 + E ) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. tU/A (3) (4) (5) (5A) (5B) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. 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 No a. retain the use or income of the property transferred;.......................................................................................... D J&I b. retain the right to designate who shall use the property transferred or its income; ............................................ D [t] c. retain a reversionary interest; or.......................................................................................................................... D ~ d. receive the promise for life of either payments, benefits or care? ...................................................................... D [jl 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. D ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ......... .............. ............. ............. .... ....... ......... .............. ....... .... ........ .... ......... .... D [gJ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 three (3) percent [72 P.S. 99116 (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 zero (0) percent [72 P.S. 99116 (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 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 zero (0) percent [72 P.S. 99116(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 four and one-half (4.5) percent, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116(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. ReM~ex.(1.m '* SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DeCEDENT ;~ ~)W>> J17='7; I,A~pul Noi1~ ~ ~j? &d, ~ c€-P --<~~~ r?c,~Uq tAJ 1~ r~~ P?,~rJ ,i (/ , r~~,. .~ vJ O-<l) ~~. ,13Jk ~ ~evlc1 . . '~~ ~~ ~~~^ ~~~ k~. . .~, cf ~ ,/", . 0 ~ ,0./../ -r '~',-~ '($r"lo hvL (J, ~ ~W~W~ f a.A-'~ ~..~ cJ.vt oI-Kw<, " u.... TOTAL (Also enter on line 5, Recapitulation) $ REV.151 'EX + (1-97) SCHEDULE H FUNERAllEXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ~ai r - n e~j \cIt'!J ~ FILE NUMBER d.. eJO -/1 <f - 0 <f SS' Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES: 1. DESCRIPTION AMOUNT ~ 7 30,00 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address / Lj 'ii" 17 ~ c< <; t 5/. City (21:2 R..;" )" / -< State 2. 3. Year(s) Commission Paid: Attorney Fees A /Id-' - "' rJg, Zip , / 70/3 Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation) Claimant Street Address /Ill /J State Zip City Relationship of Claimant to Deoedent 4. Probate Fees 5. Accountant's Fees --- 6. Tax Return Preparer's Fees .----' 7. TOTAL (Also l;lnteron line 9, Recapitulation) $ 3 '130~ OC> (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE Pt?CC;.QC1CO nrrlrr- (';:: NOTICE OF INHERITANCE TAX . BUREAU OF INDIVIDUAL TAXE~~:..,:, .> -,. ,';:' ~,~~PltUSEHENTI ALLOWANcE OR DISALLOWANCE :O~~T:~:OrAX DIVISION ,'.,:=~;., ,i '.:0': DEDUCTIONS AND ASSESSHENT OF TAX HARRISBURG PA 17128-0601 . 2006 !tUG 28 P/112: OS - V REV-1547 EX AFP (06-05) NOTE: To Insur. proper credIt to your accountl __it the upper portIon of thIs for. wIth your tax pa~....t. DATE ESTATE OF DA TE OF DEATH FILE NUMBER COUNTY ACN RAY 08-28-2006 NEIDIGH SR 04-14-2004 21 04-0639 CUMBERLAND 101 APPEAL DATE: 10-27-2006 ( See reverse side under Objections) AIIaunt R_:i. tted l , MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLEI PA 17013 CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- REV:i547-Ei-AFP-iOi:OSi-NDTiCi-o'-iNHiiiTANCE-TAX-APPiAiSiMiNT:_ALLOWANCE-Di--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX RAY C FILE NO. 21 04-0639 ACN 101 leT /"'>/ ". . CAROLYN JO NEIDIGH 148 N EAST ST CARLISLE PA 17013 ESTATE OF NEIDIGH SR TAX RETURN HAS: (X) ACCEPTED AS fILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Estat. (Schedule A) 2. Stocks end Bonds (Schedul. B) 3. Closely Held stock/PartnershIp Int.r.st (Schedul. C) 4. Hort.....s/Not.s Receiv8l. (Schedul. D) 5. Ceah/88nk Depos1ts/H1sc. P.rsonal Prop.rty (Schedul. E) 6. JoIntly Owned Property (Schedul. F) 7. Transf.rs (Schedul. G) 8. Total Assets DATE 08-28-2006 ( ) CHANGED (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 .00 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/A.. Costs/H1sc. Expens.s (Sch.dul. H) 10. Debts/Hort88g8 L18Illtl.s/Llens (Schedule I) 11. Total DeductIons 12. Net Value of Tex R.turn 13. CherItabl./Gov.rnn.ntal 8equests; Non-.l.cted 9113 Trusts 14. Net Value of Estat. Subject to Tax 31730.00 (9) (10) .00 (11) (12) (13) (14) (Schedul. oJ) 3:.73:0 00 31730.00- .00 31730.00- NOTE. l~ an ........nt was issued previously. lines 14. 15 and'or 16. 17. 18 and rwfl8Ct ~igures that inclUde the total of ALL returns assessed to date. ASSESSMENT OF TAX: :1 15. AIIount of Une 14 at Spousel rat. (15) . 00 X 00 = 16. AIIount of Une 14 texabl. et Unul/Class A rat. (16) .00 X 045 = 17. AIIount of Une 14 at SlbUng rate (17) . 00 X 12 = 18. ~t of Un. 14 taxllb18 .t Collet.ral/Class B r.t. (18) . 00 X 15 = 19. PrIncIpal Tex Due (19)= 19 will .00 .00 .00 .00 .00 DATE NUHBER AHOuNT PAID INTEREST/PEN PAID (_) · IF PAID AFTER DATE INDICATED I SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 .00 .00 ( IF TOTAL DUE IS LESS THAN $11 NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR) I YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) , C .00