HomeMy WebLinkAbout06-17-11Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WII..LS OF C~1~~4.~.~~~ COUNTY, PENNSYLV~,NIA
Name of Decedent: ~ ~.t ~ ~ y ~ ~s» ~--~-- -
Date of Death: O ~ (I ~ I o2U \ U File Number: ~U ~ U - 00'Z ~~ ~
Pursuant to Pa. O.C. Rule 6.12, 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 :.................... es ~ 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 / ~ /~
Signature of Person Filing this Form
Capacity: Personal Representative Counsel
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Form RW-10 rev. IO. l.s. 06
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
CHRISTINE K BIDDLE
35 BIDDLE RD
CARLISLE PA 17015
c1)_____1,850, 0.0.0_._00
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~-
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BIDDLE HELEN VFILE N0.:21 10-0701 ACN: 101 DATE: 05-02-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: 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 (Schedule H)
10. Debts/Mortgage Liabilities/liens (Schedule I)
C2) 6 , 849.81
c3) .00
C4) .00
c5) 1b,911.47
c6) 646, 073.40
C7) 53,700.20
._
pennsylvan~a t~ `~
DEPARTMENT OF REVENUE
REV-1647 EX AFP C12-10)
NOTE: To ensure proper
credit to your account,
:submit the upper portion
of this form with your
'tax payment.
c8) _ 2,573,534.80
Cq) 13.148.23
clo) 110.33
11. Total Deductions C11) _ 13,258.56
12. Net Value of Tax Return C12) _ 2,560,276.30
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ .0 0
14. Net Value of Estate Subject to Tax (14) _ 2,560,276.30
NOTE: If an assessment was issuedpreviouslY, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) , S60 .?76 . ~0 X 045 '= 115, 212.43
17. Amount of Line 14 at Sibling rate C17) .00 X 12 •_ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 _ .0 0
19. Principal Tax Due C19)= 115,212.43
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-15-2010 CD013357 5,606.32 106,520.09
03-11-2011 CD014114 .00 3,086.19
DATE 05-02-2011
ESTATE OF BIDDLE HELEN V
DATE OF DEATH 06-17-2010
FILE NUMBER 21 10-0701
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-01-2011
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 115,212.60
BALANCE OF TAX DUE .17CR
INTEREST AND PEN. .00
TOTAL DUE .17CR
* 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.
CERTIFICATION OF NOTICE UNDER Pa. O.C. Rule 5.6(a)
^ `~R OF WILLS
L _ V~M.~. COUNTY, PENNSYLVANIA
Name of Decedent:
V~ ~)
Date of Death:
Date Letters Granted:
?~ ~~ ~ ~~~ File Numbers~ld- 1~2~ 1
0713/~t0
To the Register:
I certify that Notice of Estate Administration required by Pa. O.C. Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
~` ~~r~ , zoo
Name: Address:
~S ~~~ , coo ~
(If more space is needed, attach separate sheet.)
Notice has now been given to all persons entitled thereto under Pa. O.C. Rule 5.6(a) except:
Dnte ~ O
Signatu ojPerson F' in this For
Capacity: ~ Personal Represen tive ~~ Counsel
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Nam1e ojPerson it g this Form
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A~fdress \
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Telephone
Fornt RW-08 rev. 10.13.06
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CERTIFICATION OF NOTICE UNDER Pa. O.C. Rule 5.6(a)
REGISTER OF WILLS
_ 1md t~ o,~~ COUNTY, PENNSYLVANIA
Name of Decedent: 1~ ~~~ y ~31~L,~, _
Date of Death: d~ 1 ~ ~ 1 a o ~a File Number: ~ `D - ~ '~~_
Date Letters Granted: ~~ l `,~ ' ~ ~O _
To the Register:
I certify that Notice of Estate Administration required by Pa. O.C. 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:
~A2.`~ ~~~~~ ~
(If more space is needed, attach separate sheet.)
Notice has now been given to all persons entitled thereto under Pa. O.C. Rule 5.6(a) exce~,t:
Date /~ / ~ /`~
' ~ _
Signature ojP rson Filing this Form
Capacity: ~ Personal Representative ^ Counsel
Name ojPerson Filing this Form
Address .
Telephone
Form RW-08 rein. /0.13.OG