HomeMy WebLinkAbout04-0813OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF
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
representative(s) of the above decedent petitioner(s) will well and
truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this__/~r- day of
,,~/~Z..~ ~,~ ,~q,~ ,~:~?nn4
No. 21-04
Estate of James c_ Ba~r , Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW )fl~ZOJ}_4_, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that Young tt. Muldowne¥
is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration
are hereby granted to Young H. bluldowney
in the estate of James C. Baker
FEES
Letters of Administration ..... $.
Short Certificates( ) .......... $
Renunciation ................ $
$
TOTAL __
Filed ..................... A.D.
Register of Wills ~---~~~e~ ~'~ '
Robert M. Frey ~06274
ATTORNEY (Sup. Ct. I.D. N0.)
5 South Hanover, Carlisle PA
ADDRESS
(717) 258-5838~
PHONE
PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
Estate of James C. Baker No.
also known as To:
Social Security No. 412-48-0636
Register of Wills for the
Deceased. County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older, app--__
for letters of administration
on the estate of
(d.b.n.; pendente lite; durante absentia; durante minoritate)
the above decedent.
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h~i.~_ last family or principal residence at 1fl14 Ri~nor I4-1ghway:Carll.ql~ .
(list street, number and municipality)
Decendent, then 69 years of age, died August 18 ,
at Carlisle Regional Medical Center
Decendent at death owned property with estimated values as folllows:
(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:
Petitioner afterapropersearchha
thefollowingspouse(ifany) and heirs:
Name
Younq H. Muldowney
ascertained that decedent left no ~illand w~/:)survlv~l;~ ' ~
Relationship "Residence°n
Daughter 1014 Ritner Hiqhway,
Carlisle
THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the
appropriate form to the undersigned.
!0~_4 '_-_it-er ~i gh~ay
Carlisle PA 17013
l hi, is ~o certify that the information here given is correctly copied from an original certificate of death duly filed with me as
l.oc,.d Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent tiling.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 10589798
No.
69
UNDER ! YEAR UNf~R
COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
i 5
Sergeant U.S. Am5;
1014 Ritner Hiqhwav
Carlisle, PA ~701~
Not Known
Local Registrar
~.[] mE]
,7.. ~. PA
ik, h L_I "- ' ~LJ
White
Widowed _
Baker
Carlisle
[] :,.8/20/2004
FD 012633 L
' .....
Drive> Burlingame, CA 94010
Evans-Eagle Crematory -~
Brothers Funeral Home, Inc., Carlisle, PA
9 i '/qc-
m [ ,-{21
PERFORMED?
Name of Decedent:
Date of Death:
Will No.
To the Register:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
JAMES C. BAKER
AUGUST 18, 2004
Admin.No. 21-04-00813
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: December 10, 2004
Name
Young H. Muldowney
Address
1014 Ritner Highway, Carlisle PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a)
except NO EXCEPTIONS
Date: December 10, 2004
SIGNATURE
NAME:
ADDRESS:
Capacity:
~.
Robert M. Frey
5 South Hanover Street
Carlisle. Pennsylvania 17013
Personal Representative
X Counsel for Personal Representative
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 12/06/2004
FREY ROBERT M
5 S PLANOVER STREET
C~LRLISLE, PA 17013
RE: Estate of BAKER JA~4ES C
File Number: 2004-00813
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 ~MENDMENTS 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 12/12/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Personal Representative(s)
Judge
GLENDA FARNER STR3%SBAUGH
Clerk of the Orphans' Court
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 12/06/2004
MULDOWNEY YOUNG H
1014 RITNER HIGHWAY
CARLISLE, PA 17013
RE: Estate of BAKER JAMES C
File Number: 2004-00813
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 12/12/2004
Your prompt attention to this matter will be appreciated.
Thank You.
CC:
File
Counsel
Judge
GLENDA FARNER STP~ASBAUGH
Clerk of the Orphans' Court
217
REV-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 ONLY
FILE NUMBER
21-04-0813
COUNTY CODE
YEAR
NUMBER
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Z
W
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
James C Baker
DATE OF DEATH (MM-DD-YEAR)
SOCIAL SECURITY NUMBER
412-48-0636
DATE OF BIRTH (MM-DD-YEAR)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
8/18/2004 10/21/1934
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
01
04
06
03. Remainder Return (date of death prior to 12-13-82)
l!!
,,:$~
o~o
wOO
"'a:..J
OQ.lIl
Q.
<t
o 2. Supplemental Return
04a. Future Interest Compromise (date of death after 12-12-82)
o 7. Decedent Maintained a living Trust (Attach copy of Trust)
o g. Litigation Proceeds Received 010. Spousal PovertyCred~(date 01 death between 12-31-91 and 1-1-95) 011. Election to tax under Sec. 9113(A) (Attach Sch 0)
THIS SECTION MUS:rBECONlPLET.ED. ALL CORRESPONDENCE AND CONFIPJ;NTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME
Original Return
05
Federal Estate Tax Return ReqUIred
Limited Estate
Decedent Died Testate (Attach copy of Will)
8. Total Number of Safe Deposit Boxes
I-
Z
W
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Z
o
l1.
In
W
a::
a::
o
o
Robert M. Fre
FIRM NAME (If Applicable)
COMPLETE MAILING ADDRESS
5 South Hanover Street
Carlisle, Pennsylvania 17013
717243-5838
1. Real Estate (Schedule A) (1)NONE
2 Stocks and Bonds (Schedule B) (2) NONE
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) NONE
4. Mortgages & NDtes Receivable (Schedule D) (4) NONE
5. Cash, Bank Deposits & Miscellaneous PersDnal Property
(Schedule E) (5)
6. JDintly Owned Property (Schedule F) (6) NONE
z Dseparate Billing Requested
0
~
c( 7. Inter-Vivos Transfer & Miscellaneous NDn-Probate Property
...J (7) NONE
::::I (Schedule G or L)
l-
ii:
c( 8. TOTAL GROSS ASSETS (total Lines 1-7) (8)
0
w
a:: Funeral Expenses & Administrative Costs (Schedule H) (9)
9.
OFFICIAL USE ONLY
r-.....)
~
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(21"1
-)
--:=0
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26,611
- :J
c..) "'1'1
en
-u
N
26,611
6,729
19,882
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) :10)
11. TOTAL DEDUCTIONS (total Lines 9 & 10) (11)
26,611
o
12. NET VALUE OF ESTATE (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts fDr which an election to tax has not
been made (Schedule J)
(12)
(13)
o
o
14. Net Value Subject tD Tax (Line 12 minus Line 13)
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
Z rate ,or transfers under Sec.9116 (a)(1.2) X .0 (15)
0
~ 16. Amount Df Line 14 taxable at lineal rate .0
c( X (16)
I-
::::I
l1.
::IE 17. Amount of Line 14 taxable at sibling rate X .12 (17)
0
0
><
c( 18. Amount of Line 14 taxable at collateral rate X .15 (18)
I-
o
o
o
o
19. Tax Due
(19)
';l~'I!i\.\liil"ll!'t.
.}fM;~~_
> >B.E SUR.E T0 A~SWER. Al.LQPeS1;IQfJS!<:)N~BEVEa$ESll:>EANDRECHECK MATH < <
o
200
..:lll~~l.~l.Ii"">.' ..j.. ,.
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217
Decedent's Com lete Address:
STREET ADDRESS
James C Baker
1014 Ritner Hi hwa
CITY
Carlisle
STATE
PA
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
Total Credits ( A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
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 (4)
5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
ZIP
17013
412-48-0636
o
o
o
o
o
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1.
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS
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 .
2.
d. receive the promise for life of either payments, benefits or care?
If death occurred after December 12,1982,did decedent transfer property within one year of death
without receiving adequate consideration? . .
Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
3.
4.
Did decedent own an Individual Retirement Account, annuity or other non-probate property which
contains a beneficiary designation? . . . . . .
o
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Yes
D
D
D
D
D
D
D
No
o
o
o
o
o
o
1014 Ritner HiQhway, Carlisle PA 17013
SIGNATURE OF PREPARER OTHE. R THIN REPRESENTATIVE
~-~v ~
ADDRESS
5 South Hanover Street, Carlisle PA 17013
DATE S
DATE 8' I
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%
172 P.S. Section 9116 (a)(1.1)(i)].
'. '- ,~ '" for the use of the surviving spouse is 0% [72 P .S. Section 9116 (a)(1.1 )(ii)].
er 0 .. ell) .sets and filing a tax return are still applicable even if
ft~\ LR 0
P\PD
.J, ~T
For dates of death on or after January 1, 1995. the tax rate impose'...... ,
The statute does not exempt a transfer to a surviving spouse from we
the surviving spouse is the only beneficiary.
7f:. <to
r;
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a decea~
or a stepparent of the child is 0%[72 P.S. Section 9116(a)(1.2}].
. (~)
30 '0L)
o or for the use of a natural parent, an adoptive parent,
.../
b~
/'
0)
The tax rate imposed on the net value of transfers to or for the I
pt as noted in 72 P.S. Section 9116(1.2) [72 P.S. Section 9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the
individual who has at least one parent in common with the decedent, wneulCl ....7 _
9116(a)(1.3}] .A sibling is defined, under Section 9102, as an
217
REV-1508 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
James C Baker
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-04-0813
Include the proceeds of litigation and the date the proceeds were received by the estate.
All DroDertv iointlv-owned with riaht of survivorshiD must be disclosed on Schedule F.
VALUE AT DATE
OF DEATH
5,903
74
7,801
12,081
752
ITEM
NUMBER DESCRIPTION
1 PNC Bank, Account #5000973702
2 PNC Bank, Account #5004082333
3 2001 Chevrolet Truck 810
4 2001 Ford Focus Automobile
5 2004 Federal Income Tax Refund
TOTAL (Also enter on line 5, Recapitulation) $
(If more soace is needed. insert additional sheets of the same size)
26,611
SEP-~9-2004 18:44
PNCBAt-I<
412 768 3458
o PNCBAN<
September 10, 2004
Robert M Frey
Attorney at Law
5 S Hanover St.
Carlisle, PA 17013
Iscp
R.E: Estate of James C Baker (Deceased)
SSN; 412-48-0636
DOD: 08-18-2004
Dear Mr. Frey:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
CheclUDg ACCOUDt
AccoWlt#S0040B2333
Established 10-23-2002
JAMES C BAKER.
OOD balance: $178.95 + SO.OI accrued interest
Savings Account
Account #5000973702
Established 09-08-1997
JAMES C BAKER
DOD balance: $5,900.47 + 52.95 accrued interest
The decedent maintained two installment loans (ILA # 400 1008109856981
And ILA #4001008110164712) for further information please call1-888-762-226.5.
Please note that this office only provides date of death balances fOT deposit accounts
(IRAs, CDs, Chtcking and Savings accounts). We do Dot procell aDY fio.d.1
trausactiODs or provide statements. If you need assistance with any of these items,
please call1-888.PNC-BANK. (1-888-762-2265) or stop by your local PNC Bank branch
office.
SinceTely,
~ -::? ~
Erica L Schlegel
1-800-762-) 775
P7-PFSC-04-F
SOO Finl Ave.
PiusburJh PA 15219
Member FDIC
P.01/01
TOTAL P.01
217
REV-1511 EX + (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
James C Baker
21-04-0813
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Ewing Brothers Funeral Home, Funeral Services 1,504
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees 2,500
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant YounQ H. Muldowney
Street Address 1014 Ritner HiQhway
City Carlisle State PA Zip 17013
Relationship of Claimant to Decedent DauQhter 2,280
4. Probate Fees 86
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Cumberland Law Journal, Advertising 75
8. The Sentinel, Advertising 144
9. Register of Wills, Filing Fee PA Inheritance Tax Return 10
10. Register of Wills, Filing Fee for Final Account 130
TOTAL (Also enter on line 9 Recaoitulation' $ 6729
Debts of decedent must be reported on Schedule I.
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX+ (12-03) 217
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
James C Baker
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-04-0813
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including un reimbursed medical expenses.
ITEM
NUMBER
1.
2.
DESCRIPTION
PNC Bank, 2001 Chevrolet Truck S10
M&T Bank, 2001 Ford Focus Automobile
VALUE AT DATE
OF DEATH
7,801
12,081
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
19,882
217
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
James C Baker
21-04-0813
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
Young H. Muldowner Daughter 100% residue of estate
1014 Ritner Highway
Carlisle PA 17013
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE. ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0
(If more space is needed. insert additional sheets of the same size)
FIRST AND FINAL ACCOUNT OF YOUNG H. MULDOWNEY,ADMINISTRA TOR
OF THE LAST WILL AND TESTAMENT OF JAMES C. BAKER, LA TE OF THE
BOROUGH OF CARLISLE, CUMBERLAND COUNTY, PENNSYL VANIA,
DECEASED
DATE OF DEATH:
LETTERS TESTAMENTARY ADVERTISED:
August 18, 2004
CUMBERLAND LAW JOURNAL
April 1st, 8th, and 15th, 2005
ESTA TE FILE NO. 21-04-0813
THE SENTINEL
March 30th, April 6th and 13th, 2005
PRINCIPAL RECEIVED
Accountant charges herself with the following principal amounts received:
2004
Aug. 18
Aug. 18
Aug. 18
Aug. 18
2005
June 17
2004
Sept. 1
Sept. 7
PNC Bank, Account #5000973702
$5,903.42
$178.96
PNC Bank, Account #5004082333
2001 Chevrolet Truck S10
$7,800.84
$12,080.53
2001 Ford Focus Automobile
Refund, 2004 Federal Income Tax
$752.00
TOTAL
$26,715.75
DISBURSEMENTS
Register of Wills, Letters of Administration
.. .,' I
~~.OO -.j
::?
Ewing Brothers Funeral Home, Funeral Services
$1;:$04.00;:';
, ..
PNC Bank, Chevrolet Truck S10, Repossessed
$7,800.8~
M& T Bank, Ford Focus Automobile, Repossessed $12,080.53
1
t~"".:l
r ~:3
c~
C.J'l
2005
March 24 Cumberland Law Journal, Advertising $75.00
April 18 The Sentinel, Advertising $144.29
Aug. 2 Register of Wills, Filing Fee for $15.00
PA Inheritance Tax Return
Register of Wills, First and Final Account $130.00
Young H. Muldowney, On account of the $2,380.09
$3,500 Family Allowance
Young H. Muldowney, on account of $0.00
Administrator's Fee
Frey and Tiley, Attorney's Fee $2,500.00
TOTAL DISBURSEMENTS $26.715.75
RECAPITULA TION
TOTAL PRINCIPAL RECEIVED
$26,610.35
$0.00
TOTAL INCOME RECEIVED
TOTAL RECEIPTS
$26.715.75
LESS TOTAL DISBURSEMENTS
$26.715.75
TOTAL FOR DISTRIBUTION
~
2
PROPOSED SCHEDULE OF DISTRIBUTION
TOTAL FOR DISTRIBUTION
fl.11
Young H. Muldowney
1014 Ritner Highway
Carlisle, Pennsylvania 17013
100% residue of estate
TOTAL DISTRIBUTION 1JL1JJl
COMMONWEALTH OF PENNSYLVANIA )
):SS.:
COUNTY OF CUMBERLAND )
Before me, the undersigned officers, personally appeared Young H.
Muldowney, Administrator of the Last Will and Testament of James C.
Baker, deceased, who, being duly sworn according to law, deposes and says
that the foregoing First and Final Account is true and correct to the best of
her knowledge, information and belief.
rjyrj/ U ~
YouniH. Muldown~
Sworn to aIJ!! subscribed before
me this $ , => day of August, 2005
~--A,
3
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
BUREAU OF INDIVIDUAL'rA~ES;
INHERITANCE TAX DIVISION' ,
PO BOX 280601
HARRISBURG PA 17128-0601
REV-1547 EX AFP (06-05)
/;-.~
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
,', ')
.' ,-
10-18-2005
BAKER
08-18-2004
21 04-0813
CUMBERLAND
101
APPEAL DATE: 12-17-2005
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JAMES C FILE NO. 21 04-0813 ACN 101
JAMES
C
ROBERT M 'FREY
FREY 8 TI LEY
5 S HANOVER ST
CARLISLE
PA 17013
ESTATE OF
BAKER
DATE 10-18-2005
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
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. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. ~ointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
U)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
26.611.00
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
26,611.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ~)
14. Net Value of Estate Subject to Tax
6,729.00
(9)
UO)
19.882.00
(1)
(2)
(3)
(4)
26.611 00
.00
.00
.00
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS.
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
.00 X 045=
.00 X 12 =
.00 X 15 =
(9)=
.00
.00
.00
.00
.00
.
(+) AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUEI\V
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) J<f'
C IVED
OCT 2 8 2005
BY:~
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYL VANIA
ORPHANS' COURT DIVISION
ESTATE OF JAMES C. BAKER
Deceased
NO. 21-2004-0813
ORDER OF COURT
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AND NOW, this Kday of~, 2005, the Objections/Exceptions to the Account having
been withdrawn, the within account is confirmed and distribution directed in accordance with the
schedule.
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By the Court,
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: JAMES C. BAKER
Date of Death:
August 18, 2004
Will No.
Admin. No. 21-04-0813
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 (X ) 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 (X) 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 (X) 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: November 15, 2005
r-
C)
~J.... "1-, 9
Signature
("-.j
L._
Robert M. Frey
Name (Please type or print)
c.
~H__
~iJ
5 South Hanover Street
Carlisle. Pa 17013
Address
C__J
(717) 243-5838
Telephone No.
Capacity: ( ) Personal Representative
( X ) Counsel for personal representative
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