HomeMy WebLinkAbout04-0715 ~JUMBI~RLAND COUNTY, PENNSYVLANIA
PETITION FOR GRANT OF LETTERS
Estate of GLADYS L, SELLER No.~
also known as
, Deceased Social Security No..210-18-7552
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
{COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut __ named in the Last Will of the
~ Decedent, dated and codicil(s) dated
State relevant circumstances, e.g., renunciation, death of executor, etc
Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incapacitated:
] B. Grant of Letters of Administration
(c.t.a., d.b,n.c.t.a.: pendente lite, durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
I Name Relationship Residence
Teresa Owen Daughter 17 Campbell Place, Camp Hill, PA
Peter A. Seller, Jr. Son
~ 18 Hi hland Ave, Shi ensbur , PA
(COMPLETE IN A~,~. CAS~:) A~h~ additional sheets if necessary.
rDe:;~ednecn; aWtas2~adt;t~;tnhu~ ~sTpb:~an;dboro Townsh Cam County, Pennsylvania, with h s/her last family or principal
~-~ ~, ' , p, p Hill, PA 17011
~ ;~i: ~ ~ (list street, number and municipality
uecedent, theni~;' ~ears o~;ag~l~ died March 30 , .2004 , at Holy Spirit Hospital
Decedent at deathbed prop~[ty with i~ti~ated values as follows' (Location)
C~(i~ornicile~n PA) ? ~. '
All personal property ......................................... $., 2,500.00
(if not domiciled in pA) Personal property in Pennsylvania .................... $.,
(If not domiciled in PA)
Personal property in County ............................ $
Va ue of rea estate in Pennsylvania ........................................................................................ $
Total ..................................................................................................................... $ 2,500.0~)
Real Estate situated as follows:
n/a
Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of Petters in
the appropriate form to the undersigned:
Signature Typed or printed name and residence
Teresa Owen
17 Ca~ll Place
~ PA 17011
RW-7
Oath of Personal Representative
Commonwealth of Pennsylvania
County o[ Cumberland
The Petitioner(s) above-named swear(s) and 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 Decedent,
Petitioner(s) will well and truly administer the estate according to law.
Sworn'to and affirmed and subscribed
before me this ~_ ~.~_D
~")'~ ),.~-- C~OO~ day of
DECREE OF REGISTER
Estate of GLADYS L SEILI~R Deceased
also known as_ --
Social Security No: 210-18-7552 Date of Death' 3/30/04
AND.OW._ .2004 .'nco s,d-
on the reverse s~de hereon, satisfa~r~ proof having been presented before me, erat~on of the Petition
IT IS DECREED that Letters [~ Testamentary [~ of Administration.
(c.t.a., d,b.n.c.t.; pendente lite; durante absentia; durante rninoritate)
are hereby granted to Teresa Owen
in the above estate and that the instrument(s), if any, dated_
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
....................................
to,~,
Shod:Certificate(s) ............... $
Renunciation .......................... $
Extra Pages ( ) .............. $
Codicil ................................. $
JCP Fee ................................. $_ I O , ~ Attorney: David W. Readier, Esciuire
inventory & Tax Forms ............. $- I.D. No: 20868
Other ...................................... $ Address; 2--331 Market Street
TOTAL ............................. $. ~q ,00 .Camp Hill PA 17011
- Telephone: 7--17-763-1383
DATE FILED: _
RW-7A
CUMBERLAND COUNTY
RENUNCIATION
Estate of GLADYS L. SELLER No.
also known as
, Deceased
The undersigned,PETER A. SELLER, JR. of
(Relationship) (Capacity)
the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that
Letters ADMINISTRATION be issued to TERESA OWEN
Witness hand this day of 2004
(Signature)
r-- 18 HIGHLAND AVENUE, SHIPPENSBURG PA 17257
~ (Address)
~ ~ N (Signature)
~D ¥.,} 2~ (Address)
'~ (-~ (Signature)
(Address)
Sworn to or affirmed and subscribed
before me this ] 5~'~d~)~.~ COMMONWEALTH OF PENNSYLVANIA
] ANN NEIDIGH, Notary
Notary Public ~"
My Commission Expires:
(Signature and seal of Nota~/or other NOTE: Renunciations executed outside the Office of Register of Wills are
official qualified to administer oaths, Show required in some counties to be notarized.
date of expiration of Notary's commission )
RW-3
This 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 ~
~ ~ I Local Registrar
' , ~ u ~: APR 0 1 2004
No. (~ ] ~ Date
~""'"* CERTIFICATE OF DEATH ,::~
208 Senate Ave. [~ .. Y ~
~t~ 11, PA 17011 ~ ~m c~ C~rland ~, ~ .~.~
Teresa ~en ,~. 17 7011
~. ~-01-2~4 ~st Harrisburg C~. Harrisburg, PA
~t
n..~,, ~- ~. ~.- .... ~rch ~o~ zooq ~ v"ffi "* D
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: Gladys L. Seiler
Date of Death: March 30, 2004
Will No. 2004-00715
To the Register:
I certify that notice of beneficial interest 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
August 6, 2004.
Name Address
Teresa S. Owen 17 Campbell Place
Camp Hill, PA 17011
Peter A. Seiler, Jr. 18 Highland Avenue
Shippensburg, PA 17257
Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except N/A
Date:August ~"~,2004 4 ~__
David'S'. Reager~Esqui~'~'-'-
Reager & Adler, PC
2331 Market Street
Camp Hill, PA 17011
(717) 763-1383
Counsel for Personal Representative
¥c; "c~ ~.~ ~qum0
INVENTORY
Estate of Seiler, Gladys L. No. 21 04 0715
also known as Date of Death 3/30/2004
, Deceased Social Security No. 210187552
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We
verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unswom falsification to authorities.
Personal Representative:
Name of
Attomey: David W. Reager I
Address: 2331MarketStreet Dated
Camp Hill PA 17011
Telephone: (717) 763-1383
Description Value
Stocks & Bonds
Closely-Held Corporation, Partnership or Sole-Proprietorship
Mortgages & Notes Receivable
Cash, Bank Deposits, & Misc. Personal Property
---I
~ '__.' ~'/~ 0
Highmark Refund
101.76
Commerce Bank 632.35
Checking Account
Total
(Attach Additional Sheets if necessary) 1,140.56
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
RW-4
Continuation of Inventory
Seiler, Gladys L. 21 04 0715
Page 1
Description of Inventory
Description Value
Refund Security Deposit 164.45
Cash 242.00
Real Estate
Subtotal $ 406.45
Grand Total $ 1,140.5R
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 004802
OWEN TERESA S
17 CAMPBELL PLACE
CAMP HILL, PA 17011
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
........ fold ..........
101 $176.95
ESTATE INFORMATION: SSN: 210-18-7552
FILE NUMBER: 2104-0715
DECEDENT NAME: SELLER GLADYS L
DATE OF PAYMENT: 01/06/2005
POSTMARK DATE: 01/06/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 03/30/2004
TOTAL AMOUNT PAID: $176.95
REMARKS: TOWENS
CHECK# 2404
INITIALS: VZ
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
REV-1500 EX * (6-00) ~
~ COMMONWEALTH OF I R E ti- OFFICIAL USE ONLY
- 1500
INHERITANCE TAX RETURNDEPARTMENT °F REvENuE
~ HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 2 1 - 0 4
"~ DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) 0 7 1 5
SOCIAL SECURITY NUMBER
z
[J.I DATE OF DEATH {MM-DD-Year} I 2 1 0 - 1 8 - 7 5 5 2
t"t DATE OF BIRTH (MM-DD-Year)
LU THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
O 03/30/2004 06/17/1925 REGISTER OF WILLS
~ (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE iNITIAL) SOCIAL SEC'"--"--'--'"--~RITY NUMBER
~ ['~ 1. Original Return ["-'J 2. Supplemental Return
,,, ~, ~ ['"-] 3. Remainder Return (date of death prior to 12-13-82)
~ ,, ~ [] 4. Limited Estate r-1 4a. Future Interest Compromise (date o, death a~r,2-~2-82) ~ 5. Federal Estate Tax Retum Required
,,, O,~,
"' o~'I ~ 6. Decedent Died Testate (Attach copy of Wi,) r-~ 7. Decedent Maintained a Living Trust (A~ch copy of Trust} ~ 8. Total Number of Safe Deposit Boxes
< ~ 9. Litigation Proceeds Received ['~ 10. Spousal Pored7 Credit (date of death between ~2-3~-9~ and ,-~-95) [] 11. Election to tax under Sec. 9113(A)(A~ch Sch O)
,,z, NAME
'" COMPLETE MAILING ADDRESS
z David W. Rea§er
o 2331 Market Street
a. FIRM NAME (If Applicable)
I~J
,,, Reager & Adler, PC
n,' '
o TELEPHONE NUMBER
~ 717 763-1383 ~-o
1. Real Estate (Schedule A) (1)
2, Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) ..
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
~ 6. Jointly Owned Property (Schedule F) (6)
[] Separate Billing Requested
::::) 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 7~ 794.61
~-- (Schedule G or L)
,¢[ 8. Total Gross Assets (total Lines 1-7)
(J (8) 8,935.17
I.U 9. Funeral Expenses & Administrative Costs (Schedule H) .~.
~v' (9) 4~051 o,~
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 950.94
11. Total Deductions (total Lines 9 & 10) (11) 5~ 002.8~
12. Net Value of Estate (Line 8 minus Line 11) (12) 3,932.20
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) _.
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) ~
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2) X (15)
16. Amount of Line14 taxable at lineal rate 5~C[~'~'"~ X , ~/"J"-~(16) . I *'"}~. ~ ~"
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. Tax Due
(19) 5'
20. ~]
Decedent's Complete Address:
STREET ADDRESS
208 Senate Avenue
CITY Camp Hill J STATE PA J ZiP 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments (1)
A. Spousal Poverty Credit
B. Pdor Payments
C. Discount
3. Interest/Penalty if applicable Total Credits ( A + B + C ) (2)
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
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 l + Une 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) [ '"7(~ .~'-
A. Enter the interest on the tax due.
(SA)
B. Enter the total of Line 5 + EA. This is the BALANCE DUE. (EB)
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; ........................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ........................................ [] []
c. retain a reversionary 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 cons derat on?
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 des gnat on? ............................................................................................. [] []
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 penaltJas of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the Pest of my know edge and belief, it is true, correct and complete.
Declara§on of preparer other than the personal representative is based on all information of which preparer has any know edge.
DRETLB~J=~PERSQN RESPONSIBLE FOR FILING RETURN j DA~E
I
ss ' 2163 Market Street
Camp Hill
SIGNATURE OF PREPAR OT ~NTA PA 17011
TIVE
' DATE,
ADDRESS 2331 Market Street //~'-/'/O
Camp Hill
PA 17011
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 3%
[72 P.S. §9116 (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 0% [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 return are still applicable even if
the surviving spouse is the 0nly benefic ary.
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 0% [72 P.S. §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 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(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.
I SCHEDULE E
COMMONWEALTH OF PENNS- '=" - YLVANA ~ CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN / ~"~ mm m"~ AA ~, m a, m ~ m,,,~ ~ m,,,~ m-,, m,,,~
ESTATE OF FILE NUMBER
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION VALUE AT DATE
1. Highmark Refund OF DEATH
101.76
2. Commerce Bank
Checking Account 632.35
3. Refund Security Deposit
164.45
4. Cash
242.00
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
SCHEDULE G
/ INTER-VIVOS TRANSFERS &
COMMONWEALTH OF PENNSYLVANIA J MISC. NON-PROBATE PROPERTY
INHERITANCE TAX RETURN
ESTATE OF
FILE NUMBER
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reveme side of the REV-1500 COVER SHEET is yes.
ITEM DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER, % OF
NUMBER An'ACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DECD'S TAXABLE VALUE
VALUE OF ASSET INTEREST
1. IDS Annuity - Peter A. Seller, Jr.
3,897.30 100. 0.( 3,897.30
2. IDS Annuity - Teresa S. Owen 3,897.31 100. 0.00 3,897.31
TOTAL (Also enter on line 7, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
SCHEDULE H
COM~.O~W~..EA.L..T~H_O_F. PE_N_NSYLVANIA / FUNEEAL EXPENSES & /
~-~H ~NL;~- 1AX RETURN
ESTATE OF
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
A. FUNERAL EXPENSES: AMOUNT
1. Myers-Harner Funeral Home, 1903 Market Street, Camp Hill, PA 17011
2. Gingrich Memorial Services 2,990.00
3. Cemetary - Grave Opening 95.00
200.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Secudty Number(s) / EIN Number of Personal Representative(s)
Street Address
City State _ Zip
Year(s) Commission Paid:
2. AttomeyFees Reager & Adler, P.C.
450.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees
108.60
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Advertisement Fees (The Sentinel, Cumberland Law Journal, Patriot News) 208.34
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
l
REV-1512 EX + (1-97) ~ I
/ SCHEDULE I
COMMO.WE*.T. Of PE..S~.V^.,^ / DEBTS OF DECEDENT,
ESTATE OF
~ FILE NUMBER
Include unreimbursed medical expenses. ~'~"~--~--'~'~'
ITEM
NUMBER DESCRIPTION
1. MCI AMOUNT
20.00
2. East Pennsboro Taxes
20.00
3. Quantum Imaging
10.94
4. Ambulance
900.00
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size) 950.94
REV-1513 EX + (9-nm ~ !
COMMONWEALTH OF PENNSYLVAN A / BENEFICIARIES
~ BENEFICIARIES
ESTATE OFFILE NUMBER
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
TAXABLE DISTRIBUTIONS [include ou~ght spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Teresa S. Owen
2163 Market Street Daughter 1/2 of Estate
Camp Hill, PA 17011
2. Peter A. Seller, Jr.
18 Highland Avenue Son 1/2 of Estate
Shippensburg, PA 17257
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
BUREAU OF INDIVIDU4;l.rtA,XE$
INHERITANCE TAX DIVISION' "
PO BOX Z8D6Dl
HARRISBURG PA 171Z8-06Dl
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REY-1547 EX iF' 112-841
is
II: t}5
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-21-2005
SEILER
03-30-2004
21 04-0715
CUMBERLAND
101
GLADYS
L
C! r=,~1V
'i.-t_+ H \
0,00' "It,"'"'
, '1 Hnl-..'~i-\4 0
DAVID \(;~~~E,R
REAGER & ADLER
2331 MARKET 51
CAMP HILL
Allount Rellitted
PA 17011
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 ~
REv:rA1t"'-I;tAFP--CoY--6!'--NOT-I-cl-0'i!-YNHlitifANCE-i"-AX-APPRA-fsIM€N'~--ALl'b"'QANCE-OR------------- - ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SEILER GLADYS L FILE NO. 21 04-0715 ACN 101 DATE 03-21-2005
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
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)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
U)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
1.140.56
.00
7.794.61
(8)
NOTE: To insure proper
credit to your account.
subllit the upper portion
of this forll with your
tax paYllent.
8.935.17
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/GovernMental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
UO)
4.051.94
950.94
nl)
(2)
(3)
(4)
5.002 88
3.932.29
.00
3.932.29
I~ an assessmen~ was issued previOUSly, lines 14, IS and/or 16, 17, 18 and 19 will
r~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A.ount of Line 14 at Spousal rate
16. AlIOunt of Line 14 taxable at Lineal/Class A rate
17. Allount of Line 14 at Sibling rate
18. Allount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
NOTE:
US) .00 X 00 =
(6) 3.932.29 X 045 =
(7) .00 X 12 =
(8) .00 X 15 =
(9)=
.00
176.95
.00
.00
176.95
~
fAX CREDITS:
..---.. . {+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-06-2005 CD004802 .00 176.95
TOTAL TAX CREDIT 176.95
BALANCE OF TAX DUE .00
INTEREST AND PEN. .16
TOTAL DUE .16
. IF PAID AFTER DATE INDICATED. SEE REVERSE
fOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
mdz\forms\estadm\statusreport. form
March 31, 2005
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH
REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED,
FILE a 6.12 FORM YEARLY UNTIL COMPLETION.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Gladvs L. Seiler
Date of Death: March 30.2004
Will No.:
21-04-0715
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 X
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 court?
Yes
No X
B. The separate Orphans' Court No. (if any) for the personal representative's
account is:
e. Did the personal representative state an account informally to the parties in
interest? Yes X No
Date:
Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.~ //
~llffO{ __~ ----
David . eager, Esquire
Reager & Adler, P.e.
2331 Market Street
Camp Hill, P A 17011
(717) 763-1383
Counsel for Personal Representative
D.
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PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM
YEARLY UNTIL COMPLETION.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: MARY R. BRANDT
Date of Death: JULY 21, 2005 21-05-00715
Will No.: 21-05-00715 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 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 informally to the
parties in interest? Yes ~ No
D. Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans'
Court and may be attached to this report.
Date: 1l~ /O(,,? ~ ){JJt4v
Signature ' ...~
Edmund G. Myers, Attorney
Johnson, Duffie, Stewart & Weidner
301 Market Street, P.O. Box 109
Lemovne. PA 17043-0109
Address
(717) 761-4540
Telephone No.
Capacity:
Personal Representative
~ Counsel for Personal Representative
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