HomeMy WebLinkAbout04-0756PETITION FOR PROBATE and GRANT OF LETTERS
also known as
To:
Deceased.
Social Security No. !l, I~ .- OC~ _ 5 ~t~'~, ~
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of a~ older an the execunet',-:'>
in the last wilt of the above decedent, dated ~ u I t~ ~ ~
and cod c l(s) dated I/x, f~ ~ ~ ~
Register of Wills for the
County of ~ in the
Commonwealth of Pennsylvania
named
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in L >t~t~z ' Ia ;. ('[ Cour~[(,~ Penns~yania, with
last lam y or principalresid~nce at /~c~~ ~ / ~ v*~q ~;~O 7
Dece~dsnt, then~ y. rs Sf age,flied &. X2% ~ [ ' ~-. C,' t,
u~¢~ ~' '~41}ow~, ie~eden~ aid'.ot ma~y, wa~.o~ divorced ~n~ d'd not.a~e a~hiU bo~. o~ aao.~ed
after execut on of the will offered for probate; was not the victim of a killing a~d ~as ne~ adjudicated
incompetent: ~_}[ ~- w5
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 P~nnsylvania
situated as follows: ~ ~ ~ ~
WHEREFORE, petitioner(s) respectfully-w..quest(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
(testamentary: administration c.t.a.; administration d.b.n.c.t.a.)
theron.
OATH OF PERSONAL REPRESENTATIVE
COMMONWE<H OF PENNSYLVANIA
COUNTY OF [~-'~-~M-4-, \ ~ ,. ~, J
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 esta~ ~cording to law.
Sworn to or affirmed and subscribed .X /~~~' ~
beforg me this ,/~, day of ~/ ~ ~-~ j~_.~' ~'
~:,.,~.~c , ~9~ ~ C?/ //-7~-''~'' ~
Estate Of .__~'o%, a .6 ~7- c,,--~c( , Deceased
DECREE OF PROBATE AND GRANI OF LETTERS
the reverse side here~tistactory proof having been presented before me, ~
IT ~S DECREED that the instrument(s) dated ~LM~ ,&~ ~ ~C~q ~
described therein be admit~o prob~d~d o[ records the last will of
FEES
Probate, Letters, Etc ..........
Short Certificates( ) .........
TOTAL
~,e~ . ~:. !.~ .-. ~.~V]
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
OMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
/
Insurance ,,Y~ ~o~ , i~,~' ,~, I
John j.
92
Cumberland
Executive
~ -- ,~herlS~® r,~ E]]~I~ 8/4/2004
I, JOHN J. FORD, of the City of Sea Isle City, County of Cape May and State oi~New Jersey,
being of sound and disposing mind, memory and understanding, do hereby make, publish'nd declare
the following to be my Last Will and Testament, hereby revoking any and all former Wi[l~ and
Codicils made by me.
FIRST: I direct my Co-Executors, hereinafter named, to pay all my just debts, funeral
expenses and the expenses incurred in the administration of my estate as soon as may be convenient
after my decease.
SECOND: I devise all my clothing, jewelry, personal effects, and all furniture, furnishings,
household effects, and other tangible personal property (except currency), including insurance policies
thereon, to my children and grandchildren who survive me, to be divided among them as they shall
agree, or fhiling such agreement within four (4) months of my death, then as my Co-Executors shall
determine in their sole discretion. All costs of safekeeping, insuring and shipping shall be deemed to
be a general estate administration expense.
If any beneficiary receiving any of such personal property hereunder is a minor, my Co-
Executors shall distribute such minor's share to the minor or for his or her use to the minor's guardian,
or parent, or any person ,~ith whom the minor is residing, or custodian under the Uniform Transfers to
Minors Act without further responsibility, and the distributee's receipt shall discharge my Co-
Executors.
THIRD: I hereby direct and empower my Co-Executors to sell and convey title to any real
property owned by me at my death without court approval and upon such terms and conditions as my
Co-Executors in their sole and absolute discretion determine is in the best interest of my estate and the
beneficiaries of my estate. The net proceeds of the sale of such real property shall be added to and
distributed as part of my residuary estate as set forth in this, my Will.
FOURTH: I give, devise and bequeath all the rest, residue and remainder of my estate of
whatsoever it may consist and wheresoever it may be situate, whether real, personal or mixed property
(hereinafter referred to as my "residuary estate") in equal shares to my sons, JOHN J. FORD, JR. and
KENNETH J. FORD.
FIFTH: In the event either or both of my sons, JOHN J. FORD, JR. and KENNETH J.
FORD, predecease me, thc share of my residuary estate that my deceased son or sons would have
received if living shall be distributed as follows:
A. ONE-HALF (1/2) to the surviving spouse of my deceased son, if living;
B. ONE-HALF (1/2), or the entire share if there is no surviving spouse of my deceased
son then living, to the lineal descendants of my deceased son, per stirpes, subject to the remaining
provisions of my Will.
SIXTH: Any property passing under Paragraph Fifth of my Will to any person under the age
of twenty-one (21) years shall vest in the beneficiary and be distributed to a custodian for him or her
designated by my Co-Executors pursuant to the terms of the New Jersey Uniform Transfers to Minors
Act, as though my Co-Executors were a donor as specified in the said Act making a gift to the
beneficiary pursuant to its terms.
SEVENTH: Ail estate, inheritance, legacy, succession or transfer taxes (including any interest
and penalties thereon) imposed by any domestic or foreign laws now' or hereafter in force with respect
to all property taxable under such laws by reason of my death, whether or not such property passes
under this, my Will, and whether taxes be payable by my estate or by any recipient of any such
property, shall be a charge against, and paid by my Co-Executors out of my residuary estate. None of
those taxes shall be charged against any beneficiary.
EIGHTH: I nominate, constitute and appoint my sons, JOHN J. FORD, JR. and
KENNETH J. FORD, or the survivor of them, as Co-Executors of this, my Last Will and Testament.
I give unto my said Co-Executors or Executor, as the case may be, full power and authority to sell and
convey any and all of my property. It is my wish and I do hereby order and direct that my said Co-
Executors or Executor be not required to give bonds or other security in this or any other jurisdiction
wherein proceedings may be required to be taken in connection with this, my Will.
IN WITNESS WHEREOF, I, JOHN J. FORD, the testator, sign my name to this instrument
this ~:9,~ --" (lay of July, 1996, and being duly sworn, do hereby declare to the undersigned authority
that I sign and execute this instrument as my Last Will and Testament and that I sign it willingly, that I
execute it as my free and voluntary act fbr the purposes therein expressed, and that 1 am eighteen (18)
years of age or older, of sound mind and under no constraint or undue influence.
JOHN 3. FO~I~
We, Donald R. Charles, Jr. and Donna J. Lane. the witnesses, sign our name to this instrument,
and, being duly sworn, do hereby declare to the undersigned authority that the testator signs and
executes this document as his Last Will and Testament and that he signs it willingly, and that each of
us, in the presence and hearing of the testator, hereby signs this Will as witness to the testator's signing,
and that to the best of our knowledge, the testator is eighteen (18) years of age or older, of sound mind,
and under no constraint or undue influence.
Witness
~w~n~e~s ~
STATE OF NEW JERSEY
COUNTY OF CAPE MAY
SS.
Subscribed, sworn to and acknowledged before me by JOHN J. FORD, the testator, and
subscribed and sworn to before me by Donald R. Charles, Jr. and Donna J. Lane, the witnesses, this
C~,~ day of July, 1996.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
t3UREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128 0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV 1162 EX(11 96)
NO. CD O04538
FORD JOHN J
1060 TUNBERRY CT
MECHANICSBURG, PA
17050
........ fold
ESTATE INFORMATION: SSN: 166-09-7872
FILE NUMBER: 2104- 0756
DECEDENT NAME: FORD JOHN J
DATE OF PAYMENT: 10/22/2004
POSTMARK DATE: 10/21/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 08/01/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $16,828.88
REMARKS:
TOTAL AMOUNT PAID:
$16,828.88
SEAL
CHECK#016
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
JOHN J FORD
UECHANICSB(JRG PA 17055 '
Courthouse
1 Courthouse Square
Carlisle, PA 170193387
CO'MMONWEA'TNOF REV' 1500
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 28060 INHERITANCE TAX RETURN
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT
DECEDENT'RNAME (LAST FIRST AND MIDDLE INITIAL)
~'~.'y~
DATE OF DE~H(~M-~D-YEAR} I DATE OF BIR~H (MM-~D-YEAR)
(If APPLICABLE SURV~ING SPOUSE'S NAME (LAST~ FIRS~ AND MIDDLE 1~IT~AL)
~ I"~ 1, Odginal Return Limited Estate
[~j2. Supplemental Return
~]4a. Future Interest Compromise (date of death after 12 12-~2)
OFFICIAL USE ,ONLY
E NUMBER
SOCIAL SECURITY NUMBER
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
< [] 9. Litigation Proceeds Received
[]7. Decedent Maintained a Living Trust (A~ch copy of Trust)
[~5. Federal Estate Tax Return Required
-- 8. Total Number of Safe Deposit Boxes
]11. Election to tax under Sec. 9113(A) (Attach Sch O)
1. Real Estate (ScheduleA) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Propnetorship (3)
4. Mortgages & Notes Receivable (Schedule D) {4)
5. Cash, Bank Deposits & Miscellaneous Personal Proper[,/ (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
[~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probata Proper[,/ (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedde H) (9)
10.. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10}
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11) .
13. Chadtable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
OFFICIAL USE ONLY
(13)
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)(l 2)
16. Amount of Line 14 taxable at (ineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of li~e 14 taxable at collateral rate
19, Tax Due
x .0_ (15)
× .o q 5- (16)
x .12
x .15
(17)
(19)
Decedent's Complete Address:
STREE~ADDRESS' .~% ~ .~X1[~
Tax Payments and Credits: \'"~
1, Tax Due (Page 1 Line 19) (1)
2. Credits/Payments
A. Spousa~ Poverty Credit
B. Prior Payments i
Cl Discount
3. Interest/Penalty if applicable
D. Interest
E. Penally Total Interest/Penally ( D + E )
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page I Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX OUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE OUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
(SA)
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .......................................................................................... []
b. retain the dght to designate who shall use the property transferred or its income; ............................................ ~ []
0 retain a revere onary interest; or ................................................................................. [] []
d. receive the promi~e'for life or elf P Y , · ......................................................................
2. If death cccurred after December 12, 1982, did decedent transfer property within one year of death [] []
w thont receiving adequate consideration? ..............................................................................................................
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 Refirement Account, aonuity, or other non'Pr°bete Pr°party which
contains a beneficiary designation? ........................................................................................................................
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 penalties of perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and pelief, it is true, correct and comptste.
DATE
SIGNATURE OF ~.~'3~~ETURN
ADDRESS~J ~
SIGNATURE O~ PR~I~,.R[R OTHER THAN. J~I~,~ESENTATIVE
ADDRESS
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 exemet e 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 only beneficiary.
For dates of death on or after July 1,2000:
The tax rate imposed on the net value of transfers from a deceased child twenly-one years of age or younger at death to or for tbe use of a natural parent, an edopfive parent,
or a stepparent of the chi[d is 0% [72 P.S. §9116(a)(1.2)1.
The tax rata 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 rats imposed on the net value of trensfem to or for the use of the decodent's sibfings is 12% [72 RS. §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 adopfion.
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN
RES'~ENT DECEDENT PERSONAL PROPERTY
ESTA~.,_OF ,, ~ ~
~roceeds of ii~gation and the date the proceeds were received by the estate. All property jointJy.owfled with the rigM of sun'ivomhi ) must be disclosed on Schedule F,
Include the
ITEM
NUMBER DESCRIPTION VALUE AT DATE
1. OF DEATH
TOTAL (Amso enter on line 5, Recapitulation) $ L~3 q'~
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ ,{12-99) , ~ ' I , ,
/ SC.EOU.. I
COMMONWEALTH OF PENNSYLVAN A ~ FUNERAL EXPENSES &
' N HR~E~ ' ~AENNCTE cTEAcXE RD E~TNUTR N / ADMINISTRATIVE COSTS
Debts of decedent must be reported on Schedule ].
ITEM
NUMBER
A.
5,
6.
DESCRIPTION
FUNERAL EXPENSES: AMOUNT
ADMrNISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City __ State
Year(s) Commission Paid:
Attorney Fees
Family Exemption: ( f decedent's address i ...... ,
~ ,,u~ L.e same as claimants, at ach explanation}
Claimant
Street Address
City __
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
State Zip
TOTAL (Also enter on line 9, Recapitulation)
more space is needed, insed additional sheets of the same size)
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 11/01/2004
SEDOR MICHAEL
320 W CHOCOLATE AVENUE
HERSHEY, PA 17033
RE: Estate of FORD JOHN J
File Number: 2004-00756
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 11/26/2004
Your prompt attention to this matter will be appreciated.
Thank You.
CC:
File
Personal
Judge
Representative (s)
GLENDA FARNER ST~{ASBAUGH
Clerk of the Orphans' Court
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 11/01/2004
FORD KENNETH J
11048 PROCTOR RD
PHILADELPHIA, PA 19116
RE: Estate of FORD JOHN J
File Number: 2004-00756
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 11/26/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Counsel
Judge
Sincerely,
GLENDA FARNER
Clerk of the Orphans' Court
Cumberland County - Register Of
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Wills
Date: 11/01/2004
FORD JOHN J
1060 TUNBERRY CT
MECHANICSBURG, PA 17050
RE: Estate of FORD JOHN J
File Number: 2004-00756
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the ~LMENDMENTS TO SUPREME COURT ORPH3~NS' 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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 11/26/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Counsel
Judge
Sincerely,
GLENDA FARNER STP, ASBAUGH
Clerk of the Orphans' Court
CERTIFICATION OF NOTICE UNDER RULE 5.6{a)
Name of Decedent:
Date nf Death:
Admin. No. ~:~/
To the Register:
1 certify that notice of (beneficial interest) estate administration required by' Rule 5.6(a) of the Orphans' Courl Rules ~as
served on or mailed to the following beneficiaries of the above-captioned estate on (/kJ / ,- Otr :
Name Address
Notice has now' been given to all persons entitled thereto under Rule 5.6(a) except
Signature
Name .',/4,,'& 7'''~' x.~ It., '~
Capacity: ~"~ Personal Representative
Counscl for personal representative
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date ofDeath: ~5> - / -~) ~'~
Will No. __~"'~00 '~- ~ ~ ~"~'~ Admin. No. _~ / -
To thc Register:
1 certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules
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
Telephone
Capacity: o-~Personal Representative
__Counsel for personal representati',,e
BUREAU OF INDTVTDUAL TAXES
/NHERITAHCE TAX DIYTSTON
DEPT. 280601
HARRTSBURG, PA 17128-0601
JOHN S DAV~ON ~
YOST & DAV~DSON_,' <*
520 N CHOCOLATE AVE
HERSHEY PA 17055
COHNONNEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTNENT
RE¥-1~93 EX AFP COl-OS)
DATE 10-27-200fi
ESTATE OF WAITE PHYLLIS E
DATE OF DEATH 08-24-2005
FILE NUNBER 21 05-0756
COUNTY CUHBERLAND
ACN .101
Aeoun~ Reml~ed
HAKE CHECK PAYABLE AND REHIT PAYNENT TO:
REGISTER OF HILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To insure proper credi~ ~o your account, subei~ ~he upper por~ion of ~his fore wi~h your ~ex payment.
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~
ESTATE OF NAITE
PHYLLIS E FILE NO. 21 05-0756 ACN 101 DATE 10-27-Z004
ADJUSTI4ENT BASED ON:
ADHINISTRATIVE CORRECTION
VALUE OF ESTATE:
1. Real Es~a~e (Schedule A) (1)
2. Stocks and Bonds (Schedule B)
$. Closely Held S~ock/Par~nership In:~eres:t (Schedule C)
q. Nor:~gages/No*es Receivable (Schedule D) (q)
5. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) (5)
6. Jointly Owned Proper~y (Schedule F} (6)
7. Transfers (Schedule O) (7)
8. To,al Asse~s
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ade~nis~ra~ive Costs/
Miscellaneous Expanses (Schedule H) (9)
10. Debts/Mortgage Liabili~cles/Liens (Schedule T) (10)
11. To,al Deduc*ions
12. Ne~ Value of Tax Re~urn
122/500.00
109/802.12
.00
.00
39/151.54
11/979.81
260/390.85
(8)
9,720.99
2,859.51
(11)
(12)
15.
lq. Ne~ Value of Estate Sub~ec~ ~o Tax
TAX:
1E. Aeoun~ of Line lq a~ Spousal ra~e
16. Aeoun~ of L/nm lq ~axable a~ Lineal/Class A rate
17. Aeoun~ of Line lq a~ Sibling ra~e
18. Aeoun~ of Line lq ~exable a~ Collateral/Class B ra~e
19. Princi)al Tax Due
TAX CREDITS
VAYflbfl I Kb~lY I UI~CUUN I L +J
DATE NUHBER INTEREST/PEN PAID (-)
11-20-200~ CD003260 1,18~.80
08-0~-200~ REFUND . O0
INTEREST IS CHARGED THROUGH 11-1 .-200~
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORH
Chari~eble/Governeen~el Bequests; Non-elec~ed 9113 Trusts (Schedule J)
(15)
(16)
(17)
(18)
(13)
(lq)
545,824.10
12/560.50
551/265.60
.00
551/265.60
.00
25~906.86
.00
.00
25~906.86
.OOx O0 =
551/263.60 x 045=
.OOX 12 =
.OOX 15 =
(19)
ANOUNT PAID I
22,511.22
1,~58.35-
TOTAL TAX CREDTT [
I
~ALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDIT/ONAL INTEREST.
22,257.67
1,649.19
19.65
1,668.82
( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REgUIRED.
IF TOTAL DUE 1S REFLECTED AS A "CRED/T" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.)
PAYMENT:
Detach the top portion of this Notice and submit with your payment made payable to the name and address
printed on the reverse side.
-- Make check or money order payable to: REGTSTER OF NILLS, AGENT.
REFUND (CR): A refund of a tax credit, ehich was not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications are available at
the Office of the Register of WilLs, any of the Z3 Revenue District Offices or from the Department's Zq-hour
answering service for forms ordering: 1-800-36Z-ZO50) services for taxpayers with special hearing and / or
speaking needs: L-8OO-qqT-3gZO (TT only).
REPLY
TO:
Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ZDOBOL, Harrisburg, PA LTLZD-O6OL, Phone
(717) 787-6505.
DISCOUNT:
PENALTY:
INTEREST:
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (BZ) discount
of the tax paid is allowed.
The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, L996, the first day after the end of the tax amnesty period.
Interest is charged beginning with first day of delinquency or nine (9) months and one (L) day from the date of
death to the date of payment. Taxes which became delinquent before January l, LgBZ bear interest at the rate of
six (6Z) percent per annum calculated at a daily rate of .O00L6~. AlL taxes which became delinquent on and after
January L, L98Z will bear interest et a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for L98Z through ZO0~ ara:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 ZOZ .OOOBqB 1988-1991 llZ .000301 200L 9Z .0002q7
L983 16X .000q38 199Z 9Z .0002q7 ZOOZ 6Z .00016q
198q llZ .000301 1993-1994 7Z .O0019Z ZOO3 SZ .000137
1985 132 .000356 1995-1998 92 .000Z47 2004 42 .000110
L956 lOX .000274 1999 7Z .00019Z
1987 92 .OOOZq7 ZOO0 8X .000Z19
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (1S) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
REV-1470 EX (6-88)
INHE~RITA~ICE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG~ PA 17128-0601
DECEDENT'S NAME FILE NUMBER
PHYLLIS E WAITE 2103-0756
REVIEWED BY ACN
SCOTT ELLISON 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
FUNERAL EXPENSES HAVE BEEN CORRECTED TO $4,259.60. A STATEMENT OF
ACCOUNT WILL FOLLOW WHEN THE LATEST PAYMENT IS APPLIED TO THE ESTATE.
ROW Pa~e 1
BUREAU OF OF
TNHERITANCE
.o .ox 2.06o .... ?,/iLLS
HARRXS,URG, PA~.~.-b;~
DEC 29 AH9:09
CLERK OF
ORPHAN'S COURT
Z060 TUN]I, ERRY CT
HECHANICS]IURG PA 17050
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLO#ANCE OR DISALLONANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 12-Z7-200~
ESTATE OF FORD
DATE OF DEATH 08-01-200~
FILE NUMBER 21 0~-0756
COUNTY CUMBERLAND
ACN 101
Amoun~ Remi~ed
RE¥-1;47 EX AFP C09-04)
JOHN J
HAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLO#ANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FORD JOHN d FILE NO. 21 0~-0756 ACN 101 DATE 12-27-200~
TAX RETURN NAS: (X} ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSF
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es*a*e (Schedule A) (1)
2. S~ocks end Bonds (Schedule B) (2)
$. Closely Held S~ock/Par~nership In~eres~ (Schedule C) ($)
~. Nor~gages/No~es Receivable (Schedule D) (~)
5. Cash/Bank Deposi~s/Hisc. Parsons/ Proper~y (Schedule E) (S)
6. Jointly Owned Proper~y (Schedule F) (6)
7. Transfers (Schedule O) (7)
8. To~el Asse*s
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Cos~s/Hisc. Expanses (Schedule H) (9)
10. Deb~s/Hor~gage Liabilities/Liens (Schedule Z) (10)
11. To,al Deductions
12. Ne* Value of Tax Re~urn
~05;797.00
.00
.00 NOTE: To insure proper
.00 credi~ ~o your account,
.00 submi~ ~he upper portion
.00 of ~his fora ~i~h your
~ex payment.
.00
(8)
12,159.00
13.
1~.
NOTE:
R05,797.00
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TAX CREDITS:
PAYMENT / REC[IPI
DATE NUHBER
10-21-200~ CD00~558
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
16,828.88
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) . O0
Ne~ Value of Es~a~e Sub~ec~ ~o Tax (lq) 393,658.00
Zf an assessment ~as issued previously, lines 1~, 15 and/or 16, 17, 18 and 19 ~ill
reflect figures that include the total of ALL returns assessed to date.
.00
17,71~.61
.00
.00
17,71~.61
885.73
TOTAL TAX CREDZT I 17,71~.61
BALANCE OF TAX DUEI .00
INTEREST AND PEN. I .00
TOTAL DUE I .00
ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE _
REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.)
ASSESSMENT OF TAX:
15. Amoun* of Line lq a~ Spousal re~e (1S) .00 X O0 =
16. Amoun~ of Line lfi ~axable a~ Lineal/Class A ra~e (16) 393,658.00 X 0~5 =
17. Amoun~ of Line lfi si Sibling ra~e (17) .00 x 12 =
18. Amoun~ of Line 1~ ~axable a~ Colleieral/Class B rats (18). .00 x 15 =
19. Principal Tax Due (19)=
.00
(11) ]2.139.00
(12) 39:5,658. O0
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/05/2006
SEDOR MICHAEL ESQUIRE
3801 TALBOTT LANE
HARRISBURG, PA 17110
RE: Estate of FORD JOHN J
File Number: 2004-00756
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 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 is due by:
8/01/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
r -1t"< A""" ,~;
'-'" ~,.~. h
. _4.. it'.. . ./
ua~Aj, .J~ ~A:-'/
Glenda Farner Strasba~gh
I J
Clerk of the Orphans ,-- Court
cc: File
Personal Representative(s)
\"-
'(-'
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/05/2006
FORD KENNETH J
11048 PROCTOR RD
PHILADELPHIA, PA 19116
RE: Estate of FORD JOHN J
File Number: 2004-00756
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 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 is due by:
8/01/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~...' Lt--~. ...(/"
i, 'flc/';"'A' I (~~. / .... ..
'.;c;",.J: t;..rb.; u- U' ,/-;,
/ ,/
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/05/2006
FORD JOHN J
1060 TUNBERRY CT
MECHANICSBURG, PA 17050
RE: Estate of FORD JOHN J
File Number: 2004-00756
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
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 is due by:
8/01/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~.""'~" tJ
." .',. " .. fI
L ,~w:/J ,.,:.&t " ,,_ / "
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
ex
Register of Wills of Cumberland County
Name of Decedent:
STATUS REPORT UNDER RULE 6.12
-:r;A JJ :J r; ~ tJ
g-t-of
doc) f 7..:J/'~
Date of Death:
Estate 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 gr No 0
2. If the aliswer i::; No, state vi-hen 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 fmal account with the Court?
Yes ~ No 0
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 E 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: 7-JtJ -()(,.
l. i
t)~o !v,./6t(Zfl
Address /y! t:- vi, J<J- j..."J ,~~
1/7-7~Z-3//~
Telephone No.
Capacity: fgJ Personal Representative
o Counsel for personal representative
0-
J /.J4 I 71JS"tJ
V2.- '" j r '
r
c~} ,
c.-:
, .
Register of Wills of Cumberland County
Name of Decedent:
STATUS REPORT UNDER RULE 6.12
,F hl4...o
Date of Death:
.::;: ff,J
5-/- o<r
f
:} 00 LI 7S-C
Estate 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 0
2. If the answer is No, state ,"!hen t.~e 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 fmal account with the Court?
Yes ill' No 0
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 J1ir 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.
I~~
Signature
;/ e,,.v I!/ It- r}J 4. {:; ~ I::>
Date: 7- IJ- O~
Name
,)
//0/// l<--ocft-0 .l~
Address jJ pf L '-r /' -'T /1 J) t
( L /)) 0, C;? .-- 0 5~ ?7
~
Telephone No.
Capacity: ~rsonal Representative
. 0 Counsel for personal representative
J Z =2 ;;d L J
c