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Home My WebLink About03-0186PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of also knownas G~ ~, ~.4~~) To[ ' - - ~ ~ 34 ~ ~ ~'l_ ~ Register of Wills for the Deceased. County of Social Security No. ~ q [ ~ ~ [~ k ~ Q Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, appl ~_~ (d.b.n.; pendente lite; durante absentia; durante minoritate) in the for letters of administration on the estate of the above decedent. Decendent was domiciled at death in ~-L), 03, ~-~ (2~L_ Oc~/~ h ~ S last family or principal residence at t, ~ C3 ~ {~LL~ ~-~'~ ~-~1~ ~ 13~ 8/ (list street, number and municipality) Decendent, then ~ ~ years of age, died ~r' ~ (-~ 2 O 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: County, Pennsyl_vania~ wi~ $ Petitioner after a proper search ha the following spouse (if any) and heirs: Name ascertained that decedent left no will and was survived by Rela~oglship 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 COUNTY OF Cumberland SS 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 the estate according to law. Sworn to or affirmed and subscribed before me this 3rd __ day of 3 Mar n , ~ 200 Do/~'~n'na~r~~. O~to, 1st D~pu~y -R~ist'er .,.E= No. 21-2003-186 Estate of Gregory A. Haralam, aka G.A. Harala~,Deceased aka Greg Haralam GRANT OF LETTERS OF ADMINISTRATION AND NOW March 3rd ~t~ 200,~n consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that Gregory A. Haralam. aka G.A. Haralam, aka Greq is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration Haralam are hereby granted to Borbara M. Haralam in the estate of Grogc~-cy a_ ~r~] am: FEES Letters of Administration ..... $ 5 0 o 0 0 Short Certificates(i) .......... $ 3.0 0 Renunciation ................ $ - 0- JCP $ 10~00 TOTAL__ $ 63.00 .. Filed .M..a.r..c.h...3.r..d.,..2.0.0.3. A.D. mxxxx ak~ G_A_ Haralam, aka Gre9 Ha£alam Donna M. Register of Wills Otto,lst Deputy ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE MAILED LETTERS TO EXECUTRIX ON MARCH 3, 2003 - BARBARA M. HARALAM 21-2003-186 Name of Decedent: Date of Death: Will No. To the Register: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) 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 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: Address ~:~ ~.,:; '~: o22g Capacity: Personal Representative :Dr.3 Signature Name Iq*sx7 __Counsel for personal representative Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/10/2005 HARALAM BARBARA M 1108 MUSKET LANE MECHANICSBURG, PA 17050 RE: Estate of HARALAM GREGORY A File Number: 2003-00186 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: 2/20/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge t)__ C) Cr.; C:-., i~~.~~ f ,,-'; C-') U.J u:: STATUS REPORT UNDER RULE 6.12 G Rc. G- Ol<-( 2/-20J03 WILl.- Name of Decedent: Date of Death: Will No.: N'~ A . H AIZ.A-L ftrYL Admin. No.:;;:? 00 3- 0 (J /20 Pursuant to Rule 6.12 of the Supreme Court Orph<li..s' Comi Rules, I repolt the following with respect to completion of the administration of the above-captioned estate: 1. State~ether administration of the estate is complete: Yes rn No 0 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. I is Yes, state the following: a. Did the personal~esentative file a final account with the Court? Yes _ No l..fI- 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 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 attached to this report. Date:Jll3!OS-- ~ M..I~ Signature GA ~B f<;- R-A vv\.... H- Ac R. (-I.. L A'1"- Name c \ \ (j '& (\'\.I.L S K t: T L f\cVL- Me-C- \-t) PA I '70S-O Address M (~ (::J U- ~;:-~ .~ 0:> Capacity: n Personal ReDresentative o Counsel fo . I representative tr:'t C::::-) c:::;, "" 1r1~G41~ \\)2...10 Telephone No. ::s: P\l \1... So E J ~ RSV-1500 15056Q4I,Z47 PA Department a(Revenue EX ~~-C51 OFFICIAL USE ONLY BGreau of Indivldt,al Taxes ',~ c«.~ n} o o year F,e ho,.,c, -- Pc ecx 2aosot * INWERITANCE TAX RETURN Warsburg, PA 17128-C6ot RESIDENT DEGEDENT 2 Z 0 3 18 6 ENTER DECEDENT INFORMa7loN sELOw -- -------- Soclal Security Nt.mber Cate of Death Cate of BIRtt 071406190 02202003 06051948 Decedent's Last Name SufFix Decedent's First Name HARALAM Mt GREGORY A (If Applicable) Eater 5urVivinr7 Spouse's Informption Bebw Spouse's sst Name Suflbc 5pouse's FItSt Name HARALAM MI BARBARA M Spouse's social Beautify Number TH1S RETURN MUST BE FLED IN DUPLICATE WITH THE REGISTEi2 OF WILLS FILI. IN APPROPRIATE OVALS BELOW ® 1. Origins[ Return ^ 2. Supplemental Return (~ 3. Remainder Return (date at death ^ 4. Gmged Estate ^ priprlo 12.18•d2) qa. Futu~ Interest Cernprec;se (eete ar dc~, after t2-t2-t17J ^ 5. Federal Estate Tax Return Required ^ g- Occcaent Dbd Testate iAttxh CoPYO`Wiiq ~ 7 Decedent rn,~esai„pd a wv n trust IAttach Copy efTwt) ~ 0 8. Total Numper0(Safa De posit Boxca Q 9. Llllgatlon Proceeds Received Q 10, psen~,reen ~e~aa ddt ~i't'95j r d~~ ^ 11.Elecfion to tax under Sec. 9113(A) (Anaoh Sch. O) CORRESPONDENT -THIS SPtCTION MUST BE COMPLETED. ALL CORRESPONDENCE D CONFIDENTIAL TAx INFORMATION SHOULD 8F DIRE Name CT Daytime Telephone Number ED TO: . BARBARA M. HARALAM (717)657-6418 Firm Name (II Applicable) REGISTER OR'YyILLS USE 0 - r- First Ilse Of address _..yi~ cry _:~,_~ ~ I'ff . i", ~ 1108 MUSKET LANE ~~ - ~ Second Ilse of address = `" %~ - _ t _^ i "~ City or Post Office D ~J f _ t-s~ ATE State Z1P Code -~~ ~-~~ MECHANICSBURG PA 17050 v Correspondent's e-mail address: Under penalties of perjury, I declare that I havo examinsd this return includlny accompanying schedules and statements, end fo the it is true, correct and complete. Declaration of preparer Whet than t(ie personal representative is 6aaed ort alt information of vvhioh preparer haskany jct~~letlgo~1ef, c~.A-uRE OF PER5on RPSaCrrS~g~E cQq FiWNO RETURN Barbara M. Hal'alam ~~ ~ Z~ 0 g ORE3$ 1108 Musket l.aner Mechanicsburg, PA 17050 SrGNATURE OF FREP.~RER pTHER rH,W REP4_SENrAnNf DA'E ADORE9S -_ Side 7 L. 15056D41b4? 1585b041147 J 15056042148 ReV-15CC EX Decedent's Social SeCJ^iC/ Number ceceae,r:~;a~.e HARALAM, GREGORY A. 0714 06190 RECAPITULATION - i. Rea; Estate(ScheduieA)_ _.._ _ ___ ............... ................,...................... 1 2. Stxks and Bonds ;Schedule 9)-_ .................................................................... 2. 3 Closely Heid Corporation, Partnership or Sole-Propretorahip ;Schedule Cl,,,,,,,,,,,,,, 3, 4, Mortgages ~ Notes Receivable {Schedule D) ........................................................ 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .............. . $, 8. Jointly Owned Property (Schedule F) p Separate Billing Requested .............. 6. 7 Inter-Vivos Transfers b Mlsce!laneous Non-Probate Aroperty (schedule G) ~ Separate Billing Requested,,,,,,,,,,,,,, 7. 15 ~ , 2 5 4 . 4 6 8. Total Gross Assets (total Linos t-7),,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, 8. 15 3 , 2 5 4 . 4 6 9. Funeral Expenses 8 Adminlstratlve Costs (Schedule M) ........................................... g, fi 3 . 0 0 10 Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .......................... ......... 10. 11. Total Deductions (total Lines 9 & 10),,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, 11, 6 3 . O 0 12. Net Value of Estate (Line 8 minus tine t t) .................................................. ............ 12. 15 3 , 191 4 6 13. Charitable and Governmental Bequests/SeC 8113 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, 1 5 3 , 191.4 6 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spcusai tax rate, or tansfers under Sec. 9116 (a)(t ~) x .o0 15 3, 191 . 4 fi 1 s. 0, 0 0 18. Amount of Line 14 taxable at lineal rate X .045 1 B. 17, Amount of Line 14 taxable at sibling rate X .12 17 18. Amount Of Une 14taxable at collateral rate X .15 18. 19. Tax Due ................................................ ................................................ 19 O . 0 0 20. FlLL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L_ Side 2 7r505~042148 1505b042148 4EV-t50D EX Page 3 File Number 21 03 - 186 Decedent's Complete Address: CE~EDEUT g Msti'= _ .. _ _ .. Harala_m, Gregory A. STREET ACC?ESS -- - 1108 Musket Lane CITY STATE 21p Mechanicsburg PA 17050 Tax Payments and Credits: t. Tax Due (Page ~ Una 19} 2. CredttsiPaymants A Spousal Poverty Credit B. Pno~ Payments C. Discount 3. lrrten:st/Penalty if applicable D. Interest E, Penalty Total Credits (A + g + ) Total InierestlPenalty {D + E) 4, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT, Check box on Page 2 Line 20 to request a refund 5, if Line ~ + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the fax d ue. B. Enter the total of Line 5 + 5A, This fs the BALANCE DUE. (t) 0.00 (2) o.oa (3) 0.00 (4) (s) 0 . ~ ~ (SA) (SB) Q . ~ ~ Make Check Payable to: REGIST~'R 4~ WILLS, AGENT . . PL.F,ASB 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 :................. -- .................................................................. x b, retain the ri to deal Hate who shall use •~ ~ 5 the property transferred ar its income :......................................... c. retain a reversionary interest; or .................................................... d. receive the promise for life of either payments, benefds or care? .....................' ....,' _."....," ...........,.....,...,,,.., x 2. If death occurred after December 12, t902 did decedent transf "~~~~~~ receiving adequate conaideratien? ............................ ~ Property within one year of death without ............................................................. C xl 3, Did decedent own an m trust for" or payable upon death bank account or security at his or her death? ............... C X 4. Did decedent own an Indn,4dual Retirement Account, annuity, or other non probate property which cor>tains a beneficiary designation? ......................... ............................. E ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ~a ~ , s<, . ~ , . r For dates of death on or after July 1,'199 and.before January f , 1995, the tax rate imposed on the net value of transfers to or'for the use of the k surviving spouse is three (3) percent [72 P,S, §9118 (a) {1.1) (i)]. Fur dates of death on o- after January 1, 1995, the tax rate impcsed on the net value of transfers to or For the use of the surviving spouse is Zero (0) percent (72 P.S. §9116 (a) (1.1 (~i)]. The statute does not exempt a transfer to a surviving spouse from taz, and the statutory requirements fo- disclosure of assets and filing a tax return are still applicable even if the survroing spouse is the only beneficiary. Far dates of death on or after July 1, ?Q00: The tax rate imposed an 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 [T2 P S §9116 (s} (1.2)]. The tax rate imposed on the net value of iransiers to or for the use of the decedent's lines( tx~rreficiaries is four and one-half (4.5) percent, except as noted in r2 P.S 89116 1.2) ['2 P.S. §9116 (a) (')]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twehre (121 percent [~2 P,$, §91' 6 {a) (1,3)j. A sibling is defined under Section 9102, as an individual who has at resat one parent in common with the decedent, whether by blood or adoption. ~~, CQ~~Y~1'.1 Cq~'M .•~_titir ~.~a•~~A ~ SCHEDULE G - tiNeR'.-,,=E "a;( pCURIr ~., INTER-VIVOS TRANSFERS ~ ~esce --ecece•t* MISC. NON-PROBATE PROPERTY ESTATE OF Haralam, Gregory A. FILE NUMBER 21 -03-186 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. ITEM ~ CESC~IP'IOV 7F ~P,p?ERTY DATE G= DeAT'- mc',uee the name at fret +n;!erpe, :hei- da; cn:,hlotc d¢~ceo~' ~ ~ D CG'8 ~"~'~~rt TAXABLE VALUE D•1UM8ER ~ vA~ue c~ AssEr , and ;he aa~ d ttan;ln- Ataeh a :OPi d ihC dCCd'~: xa' eyf,-0 ~ iPlT:R~ST . G= 4P~~I~A3~~ 1 Pruco Life Insurance Company - 401 (k) - Account No, i 153,254.46 100% 153,254.46 E0282478, with spouse, Barbara M. Haralam. named as beneficiary j ', i TOTAL (Also enter on line 7, Recapitulation) 153,2Sq..46 . '' 9Ec CEn7 GE.EDENT SCF£DUL~ H F~INERAI. EXPElV~5E5 ~ /~DNNST~ATNE C06TS ESTATE OF Harala-n, Gregcry A. Debts of decedent must be reported on Schedule 1. i'. E~~1 _ yL~Bl=R FUNERAL EXPENSES: DESCRIPTION A. FILE NUMSER 21-~3-186 AMOJN7 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Secur'dyr Number(s) ~ EIN~Number of Personai Representative(s): Street Address City _ State Zip Year(s) Commisslon paid 2. Attorneys Feas 3. Family Exemption: (If decedent's addross is not the sarruf as claimant's, attach explanation) Claimant Street Address I City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 5. ~ Accountants Fps 8. Tax Retum Preparer's Fees 7. OtherAdminisirative Cosis 1 63.00 i TOTAL (Also enter on line 9, Recapitulation) 63.00 F6d•~5~3Ek*19-0CJ ~~K ••c.. j SCHEDULE J _~""'y~~~•:~,~~'-~p-',' °; , ~;° BENEFICIARIES -- ~~ T'.E~=CEir- ESTATE OF FILE NUMBER Naraiam, Gregory A. _ 21-03-186 RELA'ICNSI- p TO SHARE OF E3"A~E ANIOJMT OF ESTATE r~uMBER NAME AND ADDRES5 OF °ERSON(S) OECEDEIbT (Words) ($SS) RECEIVING PROPERTY I DeNOt~IEtT~uStess) I TAXABLE D,GTRIBUT!ON5~include outright SppO0lsal distritwtions, and tranSferS under Sec. 9116 (a) (7.2)i Barbara M. Haralarn I Spouse 'Entire Residue 153,191,46 1108 Musket Lane Mechanicsburg, PA 17050 ~ ~ I 'Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet i III NON-TAXABLE DI5TRIBUTIONS: f ~A. SPOUSAL OISTRIBUTiONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II • ENTER TO TAI. NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-;500 COVER SH ~~~Q .;Si "i RST-C~TSS USA FIRST-CLASS US4 fIR5T-CLASS '~ _2 i~ ~ M USA FIRST-GLASS F ~Ii'. ~ ~ R k ,~ i ~ t _~ J a yr ~ . ~ M r- 4 ~ ~ o ~C s1 ~ ,, . ~ C l ~ .~.~ r iii Q~ ~ _..., ~' ~ ~ ® o c-j U / o ~ .... ~ I,.i~ ' `~ ~ ~ J ~ ~ ~ U ,~ v ~ ~ ~ ~ v ~ ~ z ~ ~ ~ c~C v COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES `-!' ~ ~,!hHB,TI~CE^OF INHERITANCE TAX INHERITANCE TAX DIVISION -~ ~PRALSf~fEIVT,-'ALLOWANCE OR DISALLOWANCE PO BOX 280601 `, Of;DEDUCTIQMS AND ASSESSMENT OF TAX HARRISBURG PA 17128-0601 `--- - ''~ REV-1547 EX AFP (12-OB) ~~~;~ Jp~,`,~ ~O ~~ ~?; ~ ~ DATE 01-12-2009 ESTATE OF HARALAM GREGORY A DATE OF DEATH 02-20-2003 {~-- ~,'~,,,,T FILE NUMBER 21 03-0186 ~~' } "'~"''~ COUNTY CUMBERLAND BARBARA M HARALAM (" " ' - pN ACN 101 1108 MUSKET LN APPEAL DATE: 03-13-2009 MECHANICSBURG PA 17050 (See reverse side under Objections) Amount Remittedl- --~ MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND (:0 COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ---- -~ RETAIN LOWER PORTION FOR YOUR RECORDS ~- _ __ -------------------- ------------------------------------- REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HARALAM GREGORY A FILE N0. 21 03-0186 ACN 101 DATE 01-12-2009 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) 153,254.46 8. Total Assets (g) 153,254.46 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6 3.00 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 11. Total Deductions (11) 63.00 12. Net Value of Tax Return (12) 153, 191 .46 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax C14) 153, 191 .46 NOTE: If an assessment was issued previously, lines 14, 15 andOor 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 153, 191 .46 00 0 C19) X _ . 0 16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 X 04 5 _ .00 17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00 19. Principal Tax Due 00 TOX CRFTITTC. C19)= . PAYMENT DATE RECEIPT NUMBER DISCDUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID ~ IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~~ IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU y A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) l~