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HomeMy WebLinkAbout09-26-11 Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF Cumberland COUNTY, PENNSYLVANIA Name of Decedent: Weston R. Walmer Date of Death: 07/02/2010 File Number: 2010-00694 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. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ....... Q 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 maybe filed with the Clerk of the Orphans' Court and may attached to this report. ante September 20, 2011 ~~ ~" ~; ~ ' ~G~! ~ ;~~--~ Sr a erson i ing this Form ' i.-~ ~~ Capacity: ®Personal Representative []Counsel Margaret EJ Ford Name of Person Filing this Form ~ . ~-, ~~~ ~ 33417 E. 181st Street South Address Porter, OK 74454 918-231-0344 Telephone ._ ~ September 21, 2011 Register of Wills, Agent Cumberland County - Register of Wills One Courthouse Square Carlisle, PA 17013 Attention Register of Wills, Agent, Please find attached the Status Report regarding Decedent -Weston R. Walmer, showing the estate administration to be complete. Along with the Status Report, I have attached copies of the receipts from the beneficiaries, a receipt from the PA Dept. of Revenue for the Inheritance Taxes and a copy of the informal statement of account sent to all beneficiaries. This should conclude the administration of the estate. As shown on the statement of account, the remaining estate funds were divided among the three beneficiaries and the receipts show acceptance of those funds and the waiver of obligation and liability of the Executor. Please contact me at (918) 231-0344 should any further information or documentation be required for this estate administration of Decedent -Weston R. Walmer (Sr.). Otherwise, I will note the estate as closed and finalized. Best Regards, ,L_,~= ~ ~ ; Margaret J. Ford ~~ Exec. w ~~ In the Mather of the Estate of WESTON R. WALMER, SR., deceased RECEIPT COMES NOW the undersigned, a beneficiary of the Estate of Weston R. Walmer, Sr., deceased, and acknowledges receipt of and from Margaret E. J. Ford, Personal Representative and Executor, of said estate of the following: 1. Check for $3,027.64 In consideration of the n~eipt by the undersigned to such assets, the undersigned releases and discharges the said Margaret E. J. Ford, Personal Represerrtative and Executor, of and from any and all liability or obligation which she might or may have to the undersigned, either as such Executor or otherwi Dated this day of Gfi , 2011. TNESS Gt~i ~ MAR A E. J. R In the Mather of the Estate of WESTON R. WALMER, SR., deceased RECEIPT COMES NOW the undersigned, a benefiaary of the Estate of Weston R. Walmer, Sr., deceased, and acknowledges receipt of and from Margaret E. J. Ford, Personal Representative and Executor, of said estate of the following: 1. Check for $3,027.63 In consideration of the receipt by the undersigned to such assets, the undersigned releases and discharges the said Margaret E. J. Ford, Personal Representative and Executor, of and from any and all liability or obligation which she might or may have to the undersigned, either as such Execrator or otherwis/e. Dated this ~~ day of J ~ /~ , 2011. G~~%c--, WE3 ON R. WALMER, JR. t . ~' v - C, f-, (e` V In the Mather of the Estate of WESTON R. WALMER, SR., deceased RECEIPT COMES NOW the undersigned, a beneficiary of the Estate of Weston R. Walmer, Sr., deceased, and acknowledges receipt of and from Margaret E. J. Ford, Personal Representative and Executor, of said estate of the following: 1. Check for $3,027.63 In consideration of the n~ceipt by the undersigned to such assets, the undersigned releases and discharges the said Margaret E. J. Forc1, Personal Representative and Executor, of and from any and all liability or obligation which she might or may have to the undersigned, either as such Executor or otherwise. Dated this 'tom day of ~ _ , 2011. i CQ LINE D. PROVANCHER NOTICE OF INHERITANCE TAX auREau of INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 280601 HARRISBURG PA 17128-0601 MARGARET FORD 33417 E 181ST ST SOUTH PORTER OK 74454 pennsylvania ~ DEPARTMENT OF REVENUE REV-1547 EX AFP (12-10) DATE 03-28-2011 ESTATE OF WALMER WESTON R DATE OF DEATH 07-02-2010 FILE NUMBER 21 10-0694 COUNTY CUMBERLAND ACN l0i APPEAL DATE: D5-27-2011 (See reverse side under Objections) Anount Remitted ~ ~~~ MAKE CHECK PAYABLE AND REMIT PAYMENT TD: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ---. ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ _ -------------------- ------------------------------------- REV-1547 EX AFP (12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: WALMER WESTON RFILE N0.:21 1D-0694 ACN: 101 DATE: n~-9R-~nll TAX RETURN NAS: ( X) ACCEPTED AS FILED C ) CHANGED 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) 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> (1) DO NOTE: To ensure proper (2) .0 0 credit to your account. (3) .00 submit the upper portion of this form with your (4) • 00 tax payment. (5) 14,278.99 (6) .00 v) .00 ca) 14.278.99 (9) 3.877.97 cla) 119.75 11. Total Deductions C11) 3,997.72 IZ. Net Value of Tax Return (12) 10,281.27 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax C14) 10.281.27 NOTE: If an assess~ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect fl8ures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: i5. Amount of Line 14 at Spousal rate C15) .D 0 X 0 0 - QO 16. Amount of Line 14 taxable at lineal/Class A rate C16) _ 1 0.981 _ 7 X 045 ~ 462.66 17. Amount of Line 14 at Sibling rate [17) _AO X 12 ~ .00 18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .0 0 X 15 - .00 19. Principal Tax Due (19)= 4 62.6b TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 01-04-2011 CD013864 .00 4b2.bb TOTAL TAX PAYMENT 462.6b BALANCE OF TAX DUE OD INTEREST AND PEN. .00 TOTAL DUE .00 > LF PAID AFTER DATE LNDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)> YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. Informal Statement of Account Estate for Weston R. Walmer Sr. The following represents the informal statement of account provided to the beneficiaries between July 9 and July 11, 2011: The informal accounting for the Estate is as follows, after all taxes, fees and charges have been deducted. The remaining balance of the account, as of July 09, 2011, is $9,082.90. The following represents the accurate and current statement of the estate bank account since its initial opening, July 8, 2010; a copy of the actual bank statement is available upon request. The original checking account had a total of $13,657.99. An estate account had to be opened to manage the estate funds for payment of bills, etc. Date Amount 7/8/2010 $ 12,000.00 7/30/2010 $ (14.00) 8/9/2010 $ (119.75) 8/9/2010 $ (3,766.47) 11/1/2010 $ 1,657.99 12/30/2010 $ (462.66) 12/31/2010 $ (2.00) 1/14/2011 $ (15.00) 1/31/2011 $ (2.00) 2/28/2011 $ (2.00) 3/31/2011 $ (2.00) 4/13/2011 $ (25.90) 4/27/2011 $ (163.31) 7/9/2011 $ 9,082.90 Description partial transfer from the original checking to open estate account Service Charge for checks Verizon - payment of final bill Malpezzi Funeral Home -payment of funeral expenses transfer of remainingfundsfrom original checking account Register of Wills -payment of inheritance taxes Service Charge Register of Wills -filing fee for inheritance taxes Service Charge Service Charge Service Charge Margie Ford -reimbursement for shipping fees to file all the paperwork Patriot News Co. -newspaper article -notice of Grant of Letters Remaining balance The remaining balance of $9,082.90 is to be divided equally among the three (3) beneficiaries of record, Jacqueline D. Provancher, Weston R. Walmer, Jr. and Margaret E. J. Ford (executor). The following is a Proposed Distribution of Funds for each of the three beneficiaries: Jacqueline D. Provancher^' $3,027.63 Weston R. Walmer, Jr. ~ $3,027.63 Margaret E. J. Ford ~ $3,027.64 There are two options to disburse the remaining funds. Option 1: File a formal accounting with the State of Pennsylvania Orphans' Court and a statement of proposed distribution for disbursement of the funds. This requires a formal accounting of the estate by an accountant which would need to be reviewed & approved by the Court. This would also require an attorney to file the request in the Cumberland County Orphans' Court for disbursement of the funds. Once approved by the Court, the funds could be disbursed, after deducting the fees for the formal accounting, attorney and court fees. Option 2: Close the estate account and disburse the remaining funds according to the Proposed Distribution of Funds as stated above. This would not require a formal accounting of the estate nor a request to the court for an approval of disbursement. However, it does require agreement by all three beneficiaries confirming the understanding of the distribution and releasing the executor from liability. If this option is chosen, all three beneficiaries must agree that the executor shall not be held responsible should any liabilities come forward for payment. If notice is received that a debt is outstanding, payment for that debt will need to be paid by all three of the beneficiaries in equal parts. Once an option is officially agreed upon by all three beneficiaries, the next step can be taken, depending on which option is chosen. Accordingly upon selection and signature below, the beneficiary named, along with the signature of a witness, shall return an original of this Statement of Account to the Executor. A Statement of Account has been provided to all three beneficiaries named above. All three parties must return one signed original for the estate records. Once it has been determined which option was selected and agreed to by all parties, the Executor shall notify the parties and move forward with the selection. Any questions or concerns should be addressed with the Executor prior to signature of this Statement by contacting her at the phone, address or email listed below. If there are no questions or concerns, or all have previously been addressed, make a selection of the Option you choose for disbursement of the estate funds by marking the appropriate box. This section to be completed by the Beneficiary Options for Disbursement of Estate Funds: ^ Option 1 ^ Option 2 Beneficiary Printed name Signature Date Witness Printed name Signature Date Once the selection has been made and signatures are provided, return the document to Margaret E. J. Ford (Executor) at 33417 E. 18152 Street South, Porter, OK 74454. Please call (918) 231-0344 or email fordmeiC~~mail.com with any questions. Sincerely, Margaret E. J. Ford Executor of Estate for Weston R. Walmer, Sr.