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HomeMy WebLinkAbout03-0502 PETITION FOR l~tl]~]]l~E and GRANT OF LETTERS state of 'De /,, also known as To: No. ~/- ~,~- ~)~e-~ ~ Register of Wills for the · Deceased. County of in the Social Security No. / {~ q- .~f; - _:5~ 5/ ~ Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut named in the last wilt of the above decedent, dated and ,19 codicil(s) dated (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in. ~o: ~-~t ~} ~,~,//'r-~c4 County, Pennsylvania, with __ last family or principal residence at -':~' L~A t~t~eT- ~)~> r~a/~°e~':~'~-v//~'l /?07~ (list street, number and muncipality) at Decendent, then fi_; q years of age, died Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: 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 Pennsylvania situated as follows: $ WHEREFORE, petitioner(s) respectfully presented herewith and the grant of letters theron. request(s) the probate of the last will and codicil(s) of Adm~n~ trat-~ on (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) / · Sworn to or affirmed and subscribed before me this 6th dav of , ~/'-k., JUNE ' ~e<~~gist~er OATH OF' PERSONAL REPI~SENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF f 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 represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Estate Of nE~,oazs L BREITIGAN _, Deceased GRANT OF LETTERS AND NOW JUNE 19 .~2003_, in consideration of the petitionon the .reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated JUNE 5, 1996 described therein be admitted to probate and filed of record as the last wilt of DELORES L BREITIGAN ' and Letters of Administration are hereby grantedto JEFFREY D BREITIGAN and VIRGINIA ANN BARBARITO__ FEES Probate, Letters, Etc .......... $ 25.00 Short Certificates( ) .......... $ 6.00 3.00. l~e-va~zes. $ riurlClatlon ................ JCP $ 10.00 TOTAL . $ 44.00 Filed ...... JUNE .19,. 2003 .............. ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Date of Death: ~'~ Zp'~ o ~ Will No. 2,.~o~- F_90_G~ 2.-- Admin. No. 2_-/- o~O~'-o ~ To the Register: 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 Capacity: Signature Name Address Telephone Personal Representative Counsel for personal representative Name of Decedent: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Date of Death: ,,~-- ~ c,l t_/r_ d) _~ Will No. _c--~OO 3 -O ~ '~__~ Admin. No. ~/~ -- O ~ ~ ~.~ ~_ To the Register: 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 Name Address "- Telephone . ,. ' Capacity:. Counsel for personal representative '~EV-1500 EX (6-00)  COMMONWEALTH Of PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFiCiAL USE ONkY COUNTY CODE YEAR NUMBER I-- Z LU UJ ILl DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) 3""'- gD"- O~ 7 - 9 - ;33 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER Z o  1. Original Return 4. Limited Estate [~6. Decedent Died Testate (Attach copy of Will) []9. Litigation Proceeds Received E~2. Supplemental Return r~4a. Future Interest Compromise (date of death after 12-12-82) ---']7. Decedent Maintained a Living Trust (Attach copy of Trust) []10. Spousal Poverty Credit (date of death between 12-3%91 and 1-1-95) NAME FIRM NAME (If Applicable) COMPLETE MAILING ADDRESS ~-~ 3. Remainder Return (date of death pdor to 12-13-82) E~5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes [~11. Election to tax under Sec. 9113(A) (Attach Sch O) TELEPHONE NUMBER 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) ,,~.-~ 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [~] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) Debts of Decedent, Mortgage Liabilities, 8, Liens (Schedule I) (10) Total Deductions (total Lines 9 & 10) (11) Net Value of Estate (Line 8 minus Line 11) (12) 10. 11. 12. 13. 14. g 7(-..3, (13) (14) OFFICIAL USE ONLY Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) (8) 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)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate O O 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 0 x ,o__ (15) (~ x .0 (16) © x .12 (17) (~) x .15 (18) (19) 20. I~1 Decedent's Complete Address: Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0 Interest/Penalty if applicable D. Interest E. Penalty Total Credits ( A + B + C ) 3. O '"~ Total Interest/Penalty ( D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT (2) C") (3) (4) (5) (5A) b (5B) PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Yes NC 1. Did decedent make a transfer and: a. retain the use or income of the property transferred; .......................................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ............................................ [] [] c. retain a reversionary interest; or .................................................................................................... [] d. receive the promise for life of either payments, benefits or care? ...................................................................... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death [] ~ without receiving adequate consideration? .............................................................................................................. E~ 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 Retirement Account, annuity, or other non-probate property which [] [~ contains a beneficiary designation? ........................................................................................................................ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE 6 AND FILE IT AS PART OF TIlE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. DATE SIGNATUREOJ:: PERSON RESPONSIBLE F. OR F~CNS"I~'TURN ./ -, _ SIGNATURE OF PREParER OTHER ~HAN REPRESENTATIVE 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. §9118 (a) (1.1) (ii) The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even 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 twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive paten or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)]. The tax rate 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 rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as a individual who has at least one parent in common with the decedent, whether by blood or adoption. '~" / SCHEDULE E COMMONWEALTH OF PENNSYLVANIA / CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN J ~,~,,~,-,~,~ ~, · --, ~~ P~RSONAL PROPERTY ESTATE OFFILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE ,-~',~U/,~5 ,~c00,,¢'7''-.._.. OF DEATH TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) / 70.~.8 7 I FuNSECHEBULE H COMMONWEALTH OF PENNSYLVANIA J PAL EXPENSES & ESTATE OF FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER FUNERAL EXPENSES: 5. 6. 7, DESCRIPTION ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Secudty Number(s) / EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: Attorney Fees Family Exemption: (if decedent's address is not the same as claimant's, attach explanation) Claimant Zip Street Address Qty Relationship of Claimant to Decedent Probate Fees State _ Zip Accountant's Fees Tax Return Preparer's Fees TOTAL (Also enter on line 9, Recapitulation (If more space is needed, insert additional sheets of the same size) AMOUNT REV-1512 EX * [1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, ES~_ OF FILE NUMBER Includ ITEM NUMBER unreimbursed medical expenses. DESCRIPTION TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) AMOUNT REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER ! _ SCHEDULE J BENEFICIARIES II 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distr butions, and transfers unde~- Sec. 9116 (a) (1.2)] ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH NON-TAXABLE DISTRIBUTIONS: ~ A. FILE NUMBER RELATIONS -~-- HIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE 18, AS APPROPRIATE, ON REV-1500 COVER SHEET SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE (~ B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) Name of Decedent: Date of Death: STATUS REPORT UNDER RULE 6.12 Will No.: Admin. 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: State whether administration of the estate is complete: Yes~] 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: ao 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 Date: 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. Signature Name Address Capacity: Telephone No. [] Personal Representative [--] Counsel for personal representative Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/15/2005 BREITIGAN JEFFREY D 2036 SHEEPFORD ROAD MECHANICSBUR9, PA 17055 RE: Estate of BREITIGAN DELORES L File Number: 2003-00502 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 is due by: 5/24/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge ~ (i),' . . . . , Register of Wills of Cumberland c.~ty .__ ____ .....---.----.--.-.-- STATUS REPORT UNDER RULE 6.12 Name of Decedent: U 10,.;,5 J.... /3ff-.~'J,~1tnJ Date of Death: S - cJ l{ - ~ Estate No.: 17-k-:$I: ,;). I 0..3 -ofo-2../~~~3 , 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 Kl 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 representative file a final account with the Court? Yes fll 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 lX1 No 0 c. Copies of receipts, releases, joinders and approval offormal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ~ /J. &Ir -7 ~ tUre:'::-; t/~ It. t}..-(/~ (Y~Pp'~ 0 Irret"{-- :> Name V'i-'1//1/Ci.- 11, t>-vh<-I'':.J.r..-, )10 ,/)..p~_,p tlH~ E.4..esP&- Address?2- u,'cK: l-e...l?-t. t-JhJM.svdLe;~ 7/7 -- 't3/3-11t/2- Telephone No. Date: V-,).,9 - as \.0 l0 (.t.. 1:') ;::.- Capacity: rn Personal Representative o Counsel for personal representative cPf