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HomeMy WebLinkAbout02-0890 Estate of ,-\.u -i-t., '1 also known as -J PETITION FOR PROBATE and GRANT OF LETTERS No. Z/-O.;L-')?'qO To: t: I)/e.t .( Register of Wills for the Deceased. County of in the Social Security No. i l' / . r- 'I-Ie. '?.J 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 P r!' in the last will of the above decedent, dated ,"',-, I' hA^' (, , - and codicil(s) dated (i ~ ,~()j-:'~"k' named ,19 'i'T e \'/('/ ,/(\j J I ~I ~ \! ,-., -..;. /.. i , (\ i" I" /." r i / ", '{' ~ (' 1. +','1- i~,r --i rl C ~/.!) j. ~~. , (state relevant circumstances, e.g. renunciation, death or executor, etc.) Decendent was domiciled at death in (\" ,,; /0 " . I a I ; ci h (" , last family or principal residence at /Otj ",If lIiI"", (nuS$./Gt, I. il.O') (list street, number and munclpality) I;,' , County, Pennsylvania, with 111.., I i; Il--u / ( c b~"J ,),.; , I)c ',-oS / Decendent, then 7,'/ yearsofage,died II,e/ir,,-'I./ / ,Wd/'e' ::', at I'; f' ,......', /-} ,I-I t II~ '" U . Excepl 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: A-11l1 / 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:' ',' ,~ 7". t)(:Ci,_ ('(' ) $ $ $ $ WHEREFORE, petitioner(s) respectfully presented herewith and the grant of letters request(s) the probate of the last will and codicj](s) f(, '~(:~ij,,'''r I('~ , , (testamentary; administration c.t.a.; administration d.h.n.c.l.a.) theron. 2R-~ ~ .". u " " :g3 "" o:g -00 @:g 3~ "~ 30 . " " Vi ~Kr rr: (] " " ,k;',,{4 {( d t. It /1..' ("oj Ie' /:' j 'jf ,/ I r; ~,( ," ~ -t:" /) .<:.' I(i<,;';~(i ;~/( 'Jf..j1il , ;;'/; /A:l'j:., - - ",. - OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA I '8 COUNTY OF CUMBERLAND J S 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. 1 i /',~ U<> 1.....-1...-t..-y"l --I~11 :.A subscribed day of x xx "~"i .-:..J';'., '" 00' ::s " - " ~ ~ Sworn to or affirm~d and before me this st OCTOBER 20 2 17--9"J-/ No. 21-02-890 Estate of DOROTHY E PIERCE , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW OCTOBER 2, 200 2 '11J~, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated 9 - 3 - 1 974 described therein be admitted to probate and filed of record as the last will of DOROTHY E PIERCE and Letters TESTAMENTARY RITA ANN RANCK are hereby granted to ~ FEES 200.00 6.00 Probate, Letters, Etc, ",...". $ Short Certificates( ).."...". $ Renunciation ......",....." $ jcp $ TOTAL _ $ Filed 10-2-2002 ,.... 'ma'iied' 'to' 'exec' "'d~'2':2002 ATTORNEY (Sup. Ct. J.D. No.) o 00 5.00 211.00 ADDRESS PHONE 21-02-890 W ILL I, Dorothy E. Pierce, now residing at Granville, Granville Township, Mifflin County, Pennsylvania, do hereby declare this writing to be my last Will and Testament as follows: ITEM 1: I hereby revoke all wills, and any codicils thereto, by me at any time heretofore made. ITEM 2: I give, devise and bequeath all of my estate, of whatsoever kind and wheresoever situate, unto my husband, Charles E. Pierce. ITEM 3: If my husband shall fail to survive my death by ninety (90) days, I revoke the provisions of Item 2 and, instead, I give, devise and bequeath all of my said estate unto my daughter, Rita Ann Ranck. LASTLY: I appoint my husband, Charles E. Pierce as Executor hereof. If he is unwilling or unable to so serve, I then appoint my daughter Rita Ann Ranck as Executrix hereof to initiate and/or complete the administration of my estate. If my said daughter should be unable or unwilling to so serve, I then appoint my son-in-law Robert L. Ranck as Executor hereof to initiate and/or complete the administration of my estate. IN WITNESS WHEREOF I have hereunto set my hand and seal this third day of September, 1974. J7~~~ c<;, ~~A" / - Dorothy Pierce SIGI\1ED, SEALED, PUBLISHED AND DECLARED by the abOV'3-112med Testatrix, Dorothy E. Pierce, as and for her last will and testament, and we have, at her request, in her presence, and in the presence ot ea~ our names as hereto. UL~~ LAWerFleE'S BARROi'> I),. ;;:r/'o<MFRMAN lI-l 0 .w Z i=: <( OJ ::l:: ~ 0: .w W tIl f3 ::l:: OJ E-< p::: ::l:: '0 ~ H N g p.., 16 ...... ~ ...... Z ''-< ~ 0 ~ 0: .w E-< 0: 0 tIl p::: <( <\l 0 ID H 0 REGIS OF WILLS OF COUNTY OA OF SUBSCRIBING ~ESS ""- '",,- , ~,....., , " (each) a subscribing witness t law, depose(s) and say(s) that codicil e will presented herewith, (e ) being duly qualified'~rding to present and saw the testat sign the same and that request of testat_' h presence and (in the p other subscribing witness(es) . ed as a witness at the ence of each other) (in t resence of the Register (Address) Sworn to or affirmed and subscribed be me this (Address) REGISTER OF WILLS OFr t, ~1'lcu'Y~ COUNTY OATH OF NON-SUBSCRIBING WITNESS /}/- tJc2. - '2'90 .r~I3E.H /. ,f'/TIl/( k (each) a subscriber hereto, (each) being duly qualified accordin ~ '\ S. familiar with the signature 0 testat.D.lC.-. of (one of the subscribing witnesses to) the presented herewith and codicil believes the signature on the will is in the handwriting of that \-\..e _ ~~~bS Q~Q Q . to the best of l\\S knowledge and belief. Af:W- .! ;e~ (Name) (Address) (Name) (Address) REGISTER OF W S OF OATH OF S SCRIBING WI signed as a witn s at the ther) (in the presence f the me this REGISTER OF WILLS OF0 N--m~Y-\.>-J(-J COUNTY OATH OF NON-SUBSCRIBING WITNESS :.J / - 061- '5(CJ c) 'I -), ~,--*t, . Go /< (L ",(,1<,- (each) a subscriber hereto, (each) being duly qualified accordin .M 0 j /j familiar with the signature of codicil ( of (one of the subscribing witnesses to) the ~ presented herewith and codicil believes the signature on the will is in the handwriting of testat {JL that ~'\ .' n c _ ~(\\rIT~ to the best of, . '-I:J.. ,H (I Q knowledge and belief. Sworn to or affirmed and subscribed before me this 1 st day of , OCTOBER 2002 4~x ~><-gc '-1)1 .cWT iIlll (~1i ~ .l"'\,' " bu, \~ ro. . , =)~n~'~ dJofu ij'ster ~)~TC"- C, r.:5- ",:fL- , (Name) -Jl.i, ~t, it '(U~'(~{(1.S {"'/J r , (Address) (Name) (Address) -- v CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: PI of' rC'. ~-' Date of Death: [)OY(J+h) E 4-u d' .;) '7. ;) (J-d d- I .1. I d) Jl:-,.lf". Will No. 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 rJ/ f+ - (2 t+(1.u f+ Ram I! ( t <;'~ ~'fJ4 (!J ary Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: o ? 0 ~/ /) 3 ~,O./?~ Signature Name Q,+a 1+-. f?an~ . Address 1& e ~ DR. -111 fl ~ a (l u' c, Ia.v ;-3 J p 4- / 7o~S' Telephone (7f)) '760 -00 :s </ Capacity: l Personal Representative _Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRIS8URG~ PA 17128-0601 *' ./ INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21-0,;) - ;?<jO 02142975 10-07-2002 REV-1543 EX 4FP [09-DOl EST. OF DOROTHY E PIERCE 5.5. NO. 188-07-1632 DATE OF DEATH 08-27-2002 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS IX] CHECKING o TRUST o CERTIF . RITA A RANCK 16 CIRCLE DR MECHANICSBURG PA 17055 REHIT PAYHENT AND FORHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PENNSYLVANIA STATE BANK has provided the Department with the information listed below which has been used in calculating the potential tax dUe. Their records indicate that at the death of the above decedent~ you were a joint owner/beneficiary of this account. If you feel this information is incorrect~ please obtain written correction from the financial institution~ attach a copy to this for. and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Co..onwealth of Pennsylvania. Questions may be answered by calling {717l 787-8327. COMPL~TE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 10400893 Oat. 06-03-1998 Established PART [!] 8,826.03 50.000 4,413.02 .045 198.59 TAXPAYER RESPONSE !!!!!'~~~~I!~!,!!!~!!!!.~.!!!!!,l!1~~~!!!!!~.~~~!!!!!~~!!!!~~!!!!~~I~!~~~!!!!j~~!!!j..~!!!!I\!I!I!!!i~!!!!~I~I!!!!M~~!!!!W Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x To insure proper credit to your account~ two {2l copies of this notice .ust acco.pany your pay.ent to the Register of Wills. Make check payable to: "Register of Wills~ Agent". x NOTE: If tax payments are made within three {3l .onths of the decedent's date of death~ yoU may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine {9l .onths after the date of death. Tax [CHECK ] ONE BLOCK ONLY A. 0 The above information and tax due is correct. 1. You .ay choose to remit pay.ent to the Register of Wills with two copies of this notice to obtain a discount or avoid interest~ or yoU lIay check box "A" and return this notice to the Register of Wills and an official assess.ent will be issued by the PA Departlllent of Revenue. B. c=J The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. c. SA The above information is incorrect and/or debts and deductions were paid by you. You .ust co.plete PART 0 and/or PART 0 below. If you indicate a different tax rate, please state your relationship to decedent: PART [3J TAX RETURN - COMPUTATION LINE 1. DatA FS+Ahlj~h~rl 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8, Tax Due OF TAX ON JOINT/TRUST ACCOUNTS 1 C ,/03/?'i 2 '(;'6)'03 , 3 X <'0 4 L/t.//:rO;J 5 /..,'1/.2.'19- 6 n' 7 X . tJL/ '" 8 f) DEBTS AND DEDUCTIONS CLAIMED PART @J DATE PAID a PAYEE DESCRIPTION (' VI AMOUNT PAID f ;l.S' . f ,0 0.00 I - o c ~ TOTAL (Enter on Line 5 of Tax Computation) $ Under penalties complete to the best ~O,~>> T XPAYER SIGNATURE of p.rjury~ I declare that the facts I have reported above are true, correct and of my knowledge and belief. HOME (7/7 )7,(,~-003<1 WORK ( ) TELEPHONE NUMBER 0//027/03 DATE - COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG~ PA 17128-0601 *' / INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21-a;2-.!"10 02142976 10-07-2002 REY-15U EX AFP ID~-DU EST. OF DOROTHY E PIERCE 5.5. NO. 188-07-1632 DATE OF DEATH 08-27-2002 COUNTY CUMBERLAND TYPE OF ACCOUNT lXJ SAVINGS o CHECKING o TRUST o CERTIF. RITA A RANCK 16 CIRCLE DR MECHANICSBURG PA 17055 REHIT PAYHENT AND FDRHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PENNSYLVANIA STATE BANK has pravided the Department with the infarmatian listed belaw which has been used in calculating the patential tax due. Their recards indicate that at the death af the abave decedent~ yau were a jaint awner/beneficiary af this accaunt. If yau feel this infarmatian is incarrect~ please abtain written carrectian fram the financial institutian~ attach a capy ta this farm and return it ta the abave address. This accaunt is taxable in accardance with the Inheritance Tax Laws af the Cammanwealth af Pennsylvania. Questians may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW Account No. 26400283 l( l( l( SEE Date Established REVERSE SIDE FOR 06-03-1998 FILING AND PAYMENT INSTRUCTIONS PART m 11,256.00 50.000 5,628.00 .045 253.26 TAXPAYER RESPONSE iiii!i~I~~I!~!i!ii~iiil~~.iiiil~~~iilil~~,~~iiiii~~iliii~~ilil.~~~i~~~llill~gjlii!~II~.~iiill~~~lii!i~iili~~~~iiil~.~.i!!iW Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x Ta insure praper credit ta yaur accaunt~ twa (2) capies af this natice must accampany yaur payment ta the Register af Wills. Make check payable ta: "Register af Wills~ Agent". x NOTE: If tax payments are made within three (3) manths af the decedent's date af death~ yau may deduct a SA: discaunt af the tax due. Any inheritance tax due will became delinquent nine (9) manths after the date af death. Tax [CHECK ] ONE BLOCK ONLY A. 0 The abave infarmatian and tax due is carrect. 1. Yau .ay chaase ta remit pay.ent ta the Register af Wills with twa capies af this natice ta obtain a discaunt ar avaid interest~ ar yau .ay check bax "An and return this natice ta the Register af Wills and an afficial assessment will be issued by the PA Department af Revenue. B. 0 The abave asset has been ar will be reparted and tax paid with the Pennsylvania Inheritance Tax return ta be filed by the decedent's representative. C. ~ The abave infarmatian is incarrect and/ar debts and deductians were paid by yau. Yau must camplete PART 0 and/ar PART ~ belaw. If you indicate a different tax rate~ please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION lINE 1. Da*e Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax S. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due OF 1 2 3 4 5 6 7 8 x TAX ON JOJNT/TRUST ACCOUNTS o0Jo~/9'{, , 11/),,(,.00 'SO ~~ ~~r~~ D .MS- o DEBTS AND DEDUCTIONS CLAIMED x PART @] DATE () PAID o' PAYEE DESCRIPTION G t AMOUNT PAID (j rl o TOTAL (Enter on Line 5 of Tax Computation) Under penalties of perjury, I declare that the facts I complete to the best of my knowledge and belief. .J),L,. Q 0.. ..Ob TAXitlfvlr s:i~UlfE" o $ (. -rn ..:J. have reported above are true~ correct and HOME (7 /l ) 70(,,'-() o. =?C( WORK ( ) TELEPHONE NUMBER OIIJfiJ:? OAT l/>- 0 ,0 -,/ .>' .c_" - // " BUREAU OF INOIVIDUAL TAXES INHERITANCE TAX DIVISION . DEPT. 280601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' t NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOHANCE OR DISALLOHANCE OF DEDUCTION~, AND ASSESSHENT OF TAX ON JnINTLY HELD OR TRUST ASSETS REVw15UEX AFP 101-OS) ReG::' Ro(_ RITA A RANCK 16 CIRCLE DR MECHANICSBURG "03 JUN-2 DATE ESTATE OF -- DATE OF DEATH FILE NUMBER C.OUNTY All :2SSNI'DC ACN 06-03-2003 PIERCE 08-27-2002 21 02-0890 CUMBERLAND 188-07-1632 02142975 Allount Remitted DOROTHY E PA 17056;:01". ClImbE;.,a,:<' F',6, MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-y=ls4-i-Ex--AFP--foi-=o3l------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06-03-2003 ESTATE OF PIERCE DOROTHY E DATE OF DEATH 08-27-2002 COUNTY CUMBERLAND FILE NO. 21 02-0890 TAX RETURN WAS: S.S/D.C. NO. 188-07-1632 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 02142975 FINANCIAL INSTITUTION: PENNSYLVANIA STATE BANK ACCOUNT NO. 10400893 TYPE OF ACCOUNT: () SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 06-03-1998 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X 8,826.03 0.500 4,413.02 6,112.39 .00 .45 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J \.. /",). r~'~' _ / BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION . nEPT. 280601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE , NOTICE OF INHERITANCE TAX APPRAISEKENT, ALLOHANCE OR DISALLOWANCE OF DEOUCTION~, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS ReV~1548 EX AFP (0l-D5l Rev fk,. RITA A RANCK 16 CIRCLE DR MECHANICSBURG 'OJ JUN-2 " DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY All :2fSsNI'DC ACN 06-03-2003 PIERCE 08-27-2002 21 02-0890 CUMBERLAND 188-07-1632 02142976 Amount Rellitted DORDTHY E PA 170Ukr" Climb";,,, , t::J;... MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-V=i54-i-Eif~Fi>-[oi~03)------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06-03-2003 ESTATE OF PIERCE DOROTHY E DATE OF DEATH 08-27-2002 COUNTY CUMBERLAND FILE NO. 21 02-0890 TAX RETURN WAS: S.S/D.C. NO. 188-07-1632 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 02142976 FINANCIAL INSTITUTION: PENNSYLVANIA STATE BANK ACCOUNT NO. 26400283 TYPE OF ACCOUNT: DATE ESTABLISHED (Xl SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE 06-03-1998 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x 11,256.00 0.500 5,628.00 6,538.29 .00 .45 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TDTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI, YOU KAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORK FDR INSTRUCTIONS. I - Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/08/2004 RANCK RITAANN 16 CIRCLE DR MECHANICSBURG, PA 17055 RE: Estate of PIERCE DOROTHY E File Number: 2002-00890 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) 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 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 will become delinquent on: 8/27/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge STATUS REPORT UNDER RULE 6.12 Name of Decedent: .Do Date of Death:_ Will No.: ~00~ -O0 ~q .~ 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 representative file a final account with the Court9 Yes~ No [-] ~Lqx~~ ' b. The separate Orphans' Court No~ for th; personal representative's account is: c. Did the personal representative state an account informally to the parties in in, te, re.st? Ye.s [--]~ No C · ~-~"--- · , ,t . : c. op~es ~-f3~recmpts, releases, jo~nders 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: _-., Sigrlature Address Telephone No. Capacity: ~[Personal Representative L-I Counsel for personal representative ~ Lso56~n~a1 REV-1500 °` `O1-'°' ~ OFFlCML U8E ONLY PA Department of Revenue County Code Year Fie Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 28o6oi Harrisburg, PA i~s28-o6oi RESIDENT DECEDENT ~ ~ G~ ~. J ~ C~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MM~YYYY Date of Birth MMDDYYYI' Decedent's Last Name Suffix Decedent's First Name MI (If Applicable) Eater Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WRH THE REGISTER OF WILLS FILL INAPPROPRIATE OVALS BELOW ~ 1. Original Retum O 2. Supplemental Retum O 3. Remainder Retum (date of death prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Retum Required death after 12-12-82) O 6. Decedent Died Testate O 7. Decedent Maintained a Liv~g Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of wlq (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Elecxion to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) ---- COi2RE3PONDENT - THIS SECTI01~1 MUST BE COMt~1.ETED. ALL CORRESPONDENCE AND CONFIDENTU-L TAX INFORMATION SIIOUI.D t3E DNtECTED T0: Name Daytime Telephone Number First line of addn~s 1~ ~ rc~ ~~~ v~ Second line of address City or Post Office ~~e-~it,G~. t~ t C 5 fo ~.r r~, State ZIP Code REGISTER OF WILLS USE Qii~,,Y C'? `~ ~,. ~J ~, , . -, ~~ 7~ - ~_ ~~r ~= _ _ _ • ~... a ~""~ 'C7 J '~ '~°l ~ D7A ED -- ~ -" ~' •w. c..,• J Correspondent's e-mail address: h~rr~t.~ C,K ,(~ 1 ~~V't XIJi~ ,, 17~2.~' Under penalties of perjury, I dedare that I have examined this return, inducting accompanying and statements, and to the best of my knowledge and belief, it is true, con ect and complete. Dedaration of preparer other than the personal representative is based on aN ktfonrsalion of which preparer has any knowledge. OF OF PREPARER FOR FILING RETURN DATE REPRESENTATIVE ,' ' DATE fP1.EASE usE OfRIG~NAI. FotRM ONLY Side 1 1505610101 1505610101 J -r~ ,° ~:.'.::? .~_ ~~ ~..-~ :.-~3 ~.~~ ~_ ~1 t'r~ ~T'~ J 1505610105 REV 1500 EX Dec~denYs Social Security Number r~ ~~~--©7-/~~02. Deoederrt's Name: !~Y' ~ C RECAPITULATION 1. Real Estate (Schedule A) ............................................. 1. 2. Stocks and Bonds (Schedule B) ....................................... 2. 3. Closely Held Corporation, Partnership or Sole-Pr~oprietor5hip (Schedule C) ..... 3. 4. Mortgages and Notes Receivable (Schedule D) ..... . ..................... 4. t_,i 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. a 6. Jointly Owned Property (Schedule F) O Separate BiiNrtg Requested ....... 6. ~ ~ ~ Q 3 g, ~~ 7. Inter-Ynros Transfers 8 Miscellaneous Non-Probate Property (Schedule G) O Separatie BiNing Requested........ 7. 8. Total Gross Assets (total Lines 1 through 7) . . ........................... 8. `~ Jl' ~. ©~'' 9 s ~ d 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. ~ 8 tt/ . ~) Q 10. Debts of Decedent, Mlortgage Liabilities, and Limos (Sd~edule I) .............. 10. ~ ~ (' J ? , Q ~ J 11. Total Deductions (tonal Lines 9 and 10) ................................. 11. -~ j•~, '~ b ~ , b Q 12. Net Value of Estate (Line 8 minus Line 11) - • .. • . ........................ 12. 1~ al 3 ~'~ , D C7 13. Charitable and Governmental BequestsJSec 9113 Trusts for which an election to tax has not been made {Soule J) ........................ 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. ~a ~ jj O , t~~ TAX CALCULATION -SEE INSTRUCTIONS 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 ~~ l ~ ~ ~' ~ (~ C~ ~ ~ 16. ` f ! ~ (v , ~~ ~ 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. TAXDUE......~~.7~~O..c~i.......--• .............................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610105 1505610105 O J REV 1500 EX Pege 3 Decedent's Complete Address: File Number DECEDENT'S NANt£ STREET ADDRESS • , ~ , ~b~ ~- _ss~ a~ CITY STATE ~ J, ~ ~~~ Y Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslF'ayments A. Prior Payments B. Discount 3. Interest 4. If Line 2 is gn3ater than Line 1 + Line 3, enter the difl'ererice. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE t1) t. 4~ (~_11 Total Cn3dits { A + B) (2) ? (3) ;7 (4) (5) 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 a income of the properly transferred :.......................................................................................... ^ b. retain the right to designate who shah use the property transferred a its income : ............................................ ^ c. retain a n~versionary interest; or .......................................................................................................................... ^ I~ d. n;ceive the promise for life of either payrrier-ts, benefits or care? ...................................................................... ^ 2. If death ocaimed after Dec. 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 secxirity at his or her death? .............. ^ (~ 4. Did decedent own an individual retkemerit account, annuityy or other non-probate properly, which contains a beneficiary designation? ........................................................................................................................ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FlLE IT AS PART OF THE RETURN. For dates of death on or after July 1,1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) C)]. For dates of death on a after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the ~rviving spouse is 0 percent [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 r+etum are still applicable even if the surviving spouse is the ally beneficlary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased c~lild 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the c~iifd is 0 percent [72 P.S. §9116(a)(1.2)j. • The tax rate imposed on the net value of transfers to or for the use of the deoedenYs lineal benefiaaries is 4.5 percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. • The tax rate imposed at the net value of transfers to or for the use of the deoedenYs siblings is 12 percent [72 P.S. §9116(a)(1.3)]. A sicling is defined, under Section 9102, as an individual who has at least one par~tt in commas with the decedent, whether by bkwd or adoption. REV-1512 EX+ (12-08) ~ Pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES st LIENS RESroENr oEC~rr ESTATE OF FILE NUMBER Report debts incurred by ~e decedent prior to death that remained unpaid at the date of death, inducting unreimbursed medipi expenses, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RANCK RITA ANN 16 CIRCLE DR MECHANICSBURG, PA 17055 ---- fold ESTATE INFORMATION: SSN: 188-07-1632 FILE NUMBER: 2102-0890 DECEDENT NAME: PIERCE DOROTHY E DATE OF PAYMENT: 06/ 16/2010 POSTMARK DATE: 06/ 16/2010 COUNTY: CUMBERLAND DATE OF DEATH: 08/27/2002 REV-1162 EX(11-96) NO. CD 012922 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ $1,906.11 TOTAL AMOUNT PAID: REMARKS: CHECK# 782 SEAL INITIALS: DM $1,906.1 1 RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11-96) NO. CC- 013538 RANCK RITA ANN 16 CIRCLE DR MECHANICSBURG, PA 17055 -------- fold ESTATE INFORMATION: SSN: 188-07-1632 FILE NUMBER: 2102-0890 DECEDENT NAME: PIERCE DOROTHY E DATE OF PAYMENT: 10/25/2010 POSTMARK DATE: 10/23/2010 COUNTY: CUMBERLAND DATE OF DEATH: 08/27/2002 REMARKS: ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ $779.20 TOTAL AMOUNT PAID: $779.20 CHECK# 827 INITIALS: DB SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ~` ~ i ~. :~ ~. ,:,s `~~ ~ ~~ ~ n ~ N ~. ~ ~ C7 t~ ~v~ .~ o cn ~' c~ ~ ~ D ~ ~ ~ o ~ ~ ~ cn ~. `~ ~ ~~_ r--~, ~. ~ ~ V` .'~ S' ~ .,, o ~ ~ ~~ `/ V - " 1` ' V i~ ' '~} g ~. '` ~~ t ~ .x ,~ ~ 9 Yr. s a~ _}' f 4 ~ ~_ is ~ ~ a ~! µS ,~r /1 _ ~: Eoot +~i ~vr / ~ a , ~~~~3niaoi ss~ri~isaa dsn BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 RITA A RANCK 16 CIRCLE DR MECHANICSBURG NOTICE OF INHERITANCE TAX APPRA,I'SEM'E~NTa ~-L~20WANCE OR DISALLOWANCE OF DEDUCTIOMS~;AND ASSESSMENT OF TAX Pennsylvania ~ DEPARTMENT OF REVENUE REV-1547 IX AFP (12-09) t'~.~~~ ~~j ~~ P~ ~~~ ~ ~ DATE 10-19-2010 ESTATE OF PIERCE DOROTHY E DATE OF DEATH 08-27-2002 C~~~~ '~••` FILE NUMBER 21 02-0890 GRPI ~~'~I~~~~ k,,~J~~~T COUNTY CUMBERLAND ~U~~~n~E-:~i ' .Vl~' r~, ACN 101 APPEAL DATE: 12-18-2010 P A 17 0 5 5 ( See reverse side under Objections ) Amount Remitted ~ ? 9~ ~Q MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION_FOR_YOUR RECORDS ~ ,N.oTICE OF INHERITANCE TAX pennsylvan~a ~ '~ ~ APF~Ri~IS~E~MENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE r BUREAU OF INDIVIDUAL TAX~'ES- ,- ' INHERITANCE TAX DIVISION OF 'DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09) PO BOX 280601 HARRISBURG PA 17128-0601 . -i ~ t ~ f .. 4k i,- ~ ~` ~ ±- r , r- . t ~'~~~ „ . _ _ , - ", RITA A RANCK ~~.~ ~ ' ld CIRCLE DR MECHANICSBURG PA 17055 DATE 10-14-2010 ESTATE OF PIERCE DOROTHY E DATE OF DEATH 08-27-2002 FILE NUMBER 21 02-0890 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 12-18-2010 ( See reverse side under Objections ) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE -~ RETAIN LOWER PORTION_FOR_YOUR_RECORDS ~ ___________________ -------------------------------------------------- - - - -- - ---- REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: PIERCE DOROTHY EFILE N0.:21 02-0890 ACN: 101 DATE: 10-19-2010 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (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 Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses tSchedule H) 10. Debts/Mortgage Liabilities/Liens tSchedule I) cl) .00 c2) .00 c3) .00 t4) .00 c5) . DO c6) 55, 058.74 c7) .00 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. cs) 55, 059.00 c9). 684.00 clo) 12,017.00 12, 701.00 11. Total Deductions tll) 42, 358.00 12. Net Value of Tax Return (12) 0 0 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . (14) 42, 358.00 14. Net Value of Estate Sub]ect to Tax NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due -rwv rncnrTC. cls) .00 X 00 = .00 c16) 4?.358.00 x 045 = 1,906.11 c17) . oo X 12 = . 00 cls) .00 x 15 = .00 c19)= 1 , 906.11 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 06-16-2010 CD012922 .00 1,906.11 BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-17-2010 TOTAL TAX PAYMENT 1,906.11 BALANCE OF TAX DUE .00 INTEREST AND PEN. 779.20 TOTAL DUE 779.20 * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. Pennsylvania ~ BUREAU OF INDIVIDUAL TAXES ~'~''S~j~''+;~+~~ ~~~~#RITANCE TAX DEPARTMENT OF REVENUE a '•r r _ ~l - REV-1607 EX AFP (12-09) INHERITANCE TAX DIVISION -,~-~A~~~~ENT OF ACCOUNT PO BOX 280601 ~ _j~ ; ._ HARRISBURG PA 17128-0601 ~`~- `-~"' ~ ~"r` t ~:..:. ~.~ ~~~~ ~G~ ~ ~ ~~ f~' ~ 8 DATE 12-06-2010 G f ESTATE OF PIERCE DOROTHY E DATE OF DEATH 08-27-2002 ~~~~( Q~ FILE NUMBER 21 02-0890 (,~~P~"~i,~~,fR`~'v ~~~..sFti~ COUNTY CUMBERLAND RITA A RANCK ('~! h A.~+-r! ;?~~"..'f'~ (~;+'~ PA• ACN 101 16 CIRCLE DR Amount Remitted MECHANICSBURG PA 17055 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE __~_ RETAIN LOWER PORTION FOR YOUR RECORDS -~ _ _ __ REV 1607 SEX AFP~ C12~ 09~~ ~ ~ *** INHERITANCE TAX STATEMENT~~F ACCOUNT ~~*** ~~~~~~ ~~ ~~ ~~~~~~^ ESTATE OF:PIERCE DOROTHY E FILE NO.: 21 02-0890 ACN: 101 DATE: 12-06-2010 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-12-2010 PRINCIPAL TAX DUE: 1,906.11 PAYMENTS CTAX CREDITS): PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 06-16-2010 CD012922 .00 1,906.11 10-23-2010 CD013538 779.20- 779.20 TOTAL TAX PAYMENT ~ 1,906.11 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 I TOTAL DUE I .00 * IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.