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HomeMy WebLinkAbout08-12-11• ~ Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: BENJAMIN D. ROSARIO Date of Death: 10-04-2009 File Number: 21-09-1001 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 :.................... ©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. I 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 ~ g J~~ ~ 1 ~~!' C1~ ~-/~,=~~ Signatur of Person Filing this Form Capacity: ©Personal Representative ®Counsel ~ c.~ ~ -' i4 Kathleen K. Shaulis, Esquire °-'- ~ _ ~ Name of Person Filing this Form - ~ $ C'. {-= Law Office of Kathleen K. Shaulis ~~ ~, _.. ~- = `~; ~~~~ Address { ' ~` ~ ~r~ -' e`;. i~T' ~ J P.O. Box 1229, Carlisle, PA 17013 ~ ~, ~i , - - ~~~; -_ G, ~ 717-243-6655 , ~_ ~s_. ~~: o ~"` Telephone ~ Form RW-10 rev. 10.13.06 ESTATE OF BENJAMIN D. ROSARIO ASSETS Cash, Bank Accounts $110,1151.89 Jointly owned property 50,178.94 Total Assets $161,1130.83 DISBURSEMENTS Funeral expenses and administrative costs $11,693.07 Debts of the decedent 96,175.89 Inheritance tax 2,396.80 Total Disbursements $110,265.31 NET ASSETS DISTRIBUTED TO FOUR BENEFICIARIES $50,866.24 DISTRIBUTION TO EACH BENEFICIARY $12, i'18.56 ' NOTICE OF INHERITANCE TAX ~~ BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE pC'nnsytvanla ~ INHERITANCE TAX pIVISION QF DEDUCTIONS AND ASSESSMENT OF TAX DEF'ARTMENTOf REVENUE PO BOX 2flD601 REV~1547 EX AFP C12-10) HARRISBURG PA 17128-0601 DATE 12-27-2010 ESTATE OF ROSARIO BENJAMIN D DATE DF DEATH 10-04-2009 FILE NUMBER 21 09-1001 KATHLEEN K SHAULIS COUNTY CUMBERLAND PO BOX 1229 ACN 101 CARLISLE PA 17013 APPEAL DATE: 02-25-2011 (See reverse side under Objections) Amount Remitted ~ ~ _____ MAKE CHECK PAYABLE AND REM];T PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ~ --R_ETA_IN LOWER POR TI - -- -------------- REV-1547 ON FOR YOUR RECORDS t~ _ _ --------------------------- EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLDWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: ROSARIO BENJAMIN DFILE NO.:21 09-1001 ACN: 101 DiATE: 12-27-2010 TAX RETURN WAS: CX) ACCEPTED A S FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) .OD NOTE: To ensure Proper 3. Closely Held Stock/Partnership Interest C2) .00 credit to your account, (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) submit the upper portion (3) .00 of this form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule C4) .00 tax payment. E) (5) 110, 151 .89 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) (6) . DD n) 50,978.94 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: Ce) -. 161,130 83 9. Funeral Expenses/Adm. Casts/Misc. Expenses (Schedule H) 17 10. Debts/Mortgage Liabilities/Liens (Schedule I) (y) ,6 9 ~ D7 clo)__ 96.175.44 11. Total Deduction 12. Net Value of Tax Return (il) __ 107,868.51 13. Charitable/Governmental Bequests; Non-elected 9113 Tr C13~ 53,262.32 ust 14. Net Value of Estate Subject to Tax s (Schedule J) .00 NOTE: If an assessment was issued previously, li c14) .__.53,262.32 nes 14 15 reflect figures that include the total of , and/or 16, 17, and 19 will ALL e ASSESSMENT OF TAX: ' returns assessed to dat 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate • 00 C16) S~ 67 17. Amount of Line 14 at Sibling rate . ? ~? X 045 2.396.8D 18. Amount of Line 14 taxable at Collateral/Class B rate c17) . nn x 12 = . 00 C18) 00 15 19. Principal Tax Due . _ x - •00 'AX CREDITS: C19)_ 2, 396.80 PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 10-21-2010 CDD13528 28 74- 2,426.8D TOTAL TAX PAYMENT 2,3gg,06 BALANCE OF TAX DUE 1.26CR INTEREST AND PEN. .00 TOTAL DUE 1.26CR IF PAID AFTER DATE INDICATED. SEE REVERSE IF TOTAL DUE IS REFLECTED AS A ~~CREDIT" CCR) YOU MAV BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS,