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HomeMy WebLinkAbout03-0666 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estateof /~/~-~/lJAJ~'/'7t ft~/(-~6'-~ No. also known as To: Register of Wills for the Deceased. County of ~~ C ~ in the Social Security No. / ~ ~,~ ~ ~ Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/~ 18 years of age or older, appl~o~ 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 ~ ~ ~ ~ ~ ~ County, Pennsylvania, with ht~ last familyorprincipalresidenceat ' ~ ~1~ (list street, number and municipality) Decendent, then ~ ~_ years of age, died ~/l_ ~ ,~~ 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 after a proper search ha s ascertained that decedent left no will and was survived by the following spouse (if any) and heirs: Name Relationship Residence THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the appropriate form to the undersigned. )7 I,yq' Y OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } COUNTY OF ~ U/F/_/C~/~/4./b/~ 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 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 meflJjlis .// dayof ~ - /- Register No. 21-03-666 Estate of /~/~/49AJ~'/-/-~ //J~/& &&-/~, ~5~A9 , Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW AUGUST 12th Xl~ 2003, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that RUTH H. MILLER is/ffi entitled to Letters of Administration, and in accord with such finding, Letters of Administration are hereby granted to RUTH H. MILLER in the estate of KENNETH MILLER SR Register of Wills FEES ' 5 ~ Letters of Administration ..... $. 25o00 Short Certificates(1 ) .......... $. 3.00 (7 Ii ~i~i A~)I~_~i~Y (~ Ct. I.D. No.) Renunciation ................ $ JCP $ 10.00 TOTAL $. 38.00 ADDRESS Filed ..A.U.G.U.S..T..1.2.5 ........ A.D. ~ 2003 .,jr PHONE This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as I.ocal Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 ~~ ~/.,./ ,~'") a~ ~ c¢.,.:~.,.-'~- .- C. :, '-~f-z~-~-//''~ ~~~ '~ Local Registrar No. ~ Date Rev ua? COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ~. 62 v~. ; ;1 ,.10/10/1940 .arrisburg, Pa. '~'~ E~,.~ ~ ~ .~.~ ,. ,East Pennsboro ~ ~ H~/ ~ / ~/ ~*~ .... ~,~ ~ite I"b. ~ ...... l'2 [,, (~F~ [ (,,~s*, ,,. Married[,,. Ruth McMillen ~25 Fairview Ave ~c~u~ ,,,.m,, ~ ,~.~.~ East Pennsboro West fairview, Pa. 17025 ~'~ ~. ~'~ Cumberland ~ m.~ ,L Paul E. Miller ,,. Marion Peck m'~'~Ruth "m~Miller ~ ~m~" ,,~' ~,~ ~ ,M~. c~. ~. z~ ~ . . ~. ~axrv~ew ave. West ~azrv~ew, Pa. 17025 ~ ~ ~[,,~.5/~ - 1/2003 ~"~' S~N~U~ ~~~FU~ SER E LICENSEE ~ PEru ~TI~ AS S~H It~E"SE ~UMMER I"~E ~O m~ ~ F~ILI~ . no,a ,r. ~(~ C~ E~: , ~ O~H? N~ ~ ~g~ 21-03-666 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Stin~y P. Karlovich Da~ of Dea~: June 14, 2003 Will No. 2003-00606 Admin. No. 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 August 1, 2003 : Name Ad,ess Nellie A. Karlov~ch 18 Main Street, Gilberton, Pennsylvania 17934 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None Date: November 10, 2003 ~./ ~ i ' i/, Name Leonard ~Ck, Esq. 237 North White Street Address P.O- Box 135 Shenandoah, Pennsylvania 17976 Telephone 670) 462-0473 Capacity: __ Personal Representative × Counsel for personal representative CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Will No. ,~!- 0 ~ '- ~ {~ {a Admin. No. 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 Ad.ess Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: Signature Name Address Telephone Capacity: __ Personal Representative Counsel for personal representative v.~5~o ~x, m COMMONWEALTH OF REV-1500  PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN F LE.UM E. H~RISBURG,PA17128-0601 RESIDENT DECEDENT co., oo -- DATE OF D~TH ~M-DD-Y~R) I DATE OF BIRTH (MM-DD-Y~) THIS RETURN MUST BE FILED IN DUPLICATE WITH TH S O~ ~ ~ ~r)~ J j O - lO" /?~0 REGISTER OF WILLS (IF APPLICABLE)~ /~~S~VIVING SPOUSE'S N~E~ (~ST,~ I' ]~ ~FIRST' AND MIDDLE~ INITIAL) SOCl~ ~Odginal Return ~ 2. Supplemental Return ~ 3. Remainder Ream (date d ~a~ p~ ~ 12-13~2) ~ a. Umitad fismte ~ 4a. Futura InterastCompromiso{~m~**~,~,2-,~2} ~ 5. F~oml ~stat~ ~ax R~m Requirad ~ 8. To~l Number of Safe DeposR Boxes ~ 6. Dec~ent Died Tes~te (~ ~ ~ ~0 ~ 7. De,dent Maintain~ a LNing Trust (~ ~y or Trust) ~ 9. Litigation Proceeds R~eived ~ 10. Spousal Povo~ CredE {~te ofdsa~ be~en 12-31-9, a~ 1-1-95) ~ 11. Eme~on m m under S~. 9113(A)(~ s~ o) FIRM N~E (If~lim~e) 1. Real Estate (Schedule A) (1) OFFICIAL USE ONLY 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) r~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Nan-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) (8) , 9. Funeral Expenses & AdministraUve Costs (Schedule H) (9) ' 10, Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 &~10) (11) /' 12. NetValue of Estate (Line 8 minus Line 11) (12) -,--"' (~ ~- 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) ~ ~ "-'"- SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES  15. Amount of Line 14 taxable at the tax spousal ~ rate, or transfers under Sec. 9116 (a)(1.2) x .0 (15) ~--- 16. Amount of Line 14 taxable at lineal rate x .0 . . (16) gt 17. Amount of Line 14 taxable at sibling rate x .12 (17) O 18. Amount of Line 14 taxable at collateral rate x .15 (18) X 19. Tax Due (19) Decedent's Complete Address: RESS Icl'Pt ~ STATE ' Tax Payments and Credits: (1) 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 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 I Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than L ne 2, enter the difference. This is the TAX DUE. (5) (SA) A. Enter the interest on the tax due, B. Enter the total of Line 5 + 5A, This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Yes 1. D d decedent make a transfer and: a. retain the use or income of the property transferred; .......................................................................................... [] b reten the right to designate who shall use the property transferred or its income; ................. ' .......................... [] c. retain a reversionary interest; or ............... ' ........................................................................................................... [] d. receive the promise for ife of either payments, benefits or care? ...................................................................... [] 2. If death occurred after December 12, 1982, did decedent transfer prOperty within one year of death [] ut recoivin adequate consideration? .............................................................................................................. [] witho · g ,. .......... ~-~ .... on death bank account or secudty at his or her death? ........... 3. Did decadent own an in trust TOt ut I~y~u,= ul~ "' 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 G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and stataments,~ knowledge a~d belief, it is true, correct and complete. Dedaretion of preparer other than the personal representative is based on all information of which preparer has any knowledge_._.~;. DATE ~. SIGNATUI~E-OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS ~ /'~- I (- ~' ~' ' DATE SIGNATURE OF PREPARER OTHER THAN 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. {}9116 (a) (1.1) The statute does not exemoJ a transfer to a surviving spouse ~m 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. Fo~ 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 paren' 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 us~ of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 RS. {}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 PENNSYLVANIACASH, BANK DEPOSITS, & MISC. ,NHER,TANCE TAX R~TURN PERSONAL PROPERTY RESIDENT DECEDENT FILE NUMBER tndude Ee p~eds of lit~aflon and the da~ ~e premeds were m~iv~ by ~e ~te. All pmpe~ ~intly~ ~ ~e ~ght of su~ivomhip must ~ disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF D~TH 1. ~ TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) SCHEDULE H FUNERAL EXPENSES & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT NUMBER ESTATEOF , ~_..)1 0 "(~)~-~'-~ Debts of decedent must be reported on Schedule [. ITEM AMOUNT NUMBER DESCRIPTION A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State __ Zip Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (if decedent's address is not the same as claimant's, attach explanation) Claimant Street Address city State __ Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees TOTAL (Aisc enter on line 9, Recapitulation) $ / ~--(~) , ~ (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU Of INDIVIDUAL :(~r',':':- ",r<:i('C nr INHERITANCE TAX DIVISION HtJ.).)r-1,L.,!,~) (ji 1 :uL. '-,', NOTICE OF INHERITANCE TAX PO BOX 2.80601 ' . , ,<"" '~', 1, ii1 \ ~PPRAI:SEHENT I ALLOWANCE OR DISALLOWANCE HARRISBURG~ PA 171Z8-0601 ,: ~".: '-'.) OF DEDUCTIONS AND ASSESSI1ENT OF TAX 2005 JAil 10 All g: 46 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-03-2005 MILLER 04-30-2003 21 03-0666 CUMBERLAND 101 A"""",t R....iUed CLER!\ Or ORPH.AN'S COURT :~~H F=~~~~~U~v~P: I' n OJ P,\ WEST FAIRVIEW PA 17025 *' REV-15fi7 EX aFP (09-04l KENNETH 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: iSW-Eif-AFij-foFo3Y-NOi'"icE--OF-i-NHE'R"i'i'ANCE-i'AX-A-PPRiiiSEifENT:--ALi.1:iwAN-crcfli------------- - --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MILLER KENNETH FILE NO. 21 03-0666 ACN 101 DATE 01-03-2005 TAX RETURN WAS: (X I ACCEPTED AS fILED I 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. Kortgages/Notes Receivable (Sohedula DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (11 (2) (31 (41 (51 (61 (7) ,00 ,00 ,00 .00 1,000,00 ,00 .00 (81 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental BeQuests; Non-elected 9113 Trusts (Schedule Jl 14. Net Value of Estate Subject to Tax (91 llOI 1,500,00 ,00 ll11 ll21 ll31 ll4) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 1,000,00 1.1;00 00 500.00- ,00 500,00- 14. 15 and/or 16. 17. 18 and 19 will returns assessed to date. ~1''': "J AI\OUNT PAID DATE H\lI1BER INTEREST/PEN PAID (-) TOTAL TAX CREDIT ,00 BALANCE OF TAX DUE .00 INTEREST AND PEN. ,00 TOTAL DUE .00 NOTE: I~ an assessment was issued previously. lines re~lect ~igures that include the total o~ ALL ASSESSMENT OF TAX: IS. Amount of Line 14 at Spousal rate (IS) 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. Principel Tax Due ,OOXOO= .00 X 045 = ,00 X 12 = ,00 X 15 = ll9)= ~ .00 ,00 ,00 .00 ,00 . If PAID AfTER DATE INDICATED, SEE REVERSE fOR CALCULATION Of ADDITIONAL INTEREST, ( If TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED, If TOTAL DUE IS REfLECTED AS A "CREOn" [CRI, YOU MAY 8E DUES" J/ A REfUND. SEE REVERSE SIDE Of THIS fORM FOR INSTRUCTIONS,I VI" Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 phone: (717) 240-6345 Date: 3/15/2005 MILLER RUTH H 425 FAIRVIEW AVENUE WEST FAIRVIEW, PA 17025 RE: Estate of MILLER KENNETH SR File Number: 2003-00666 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: 4/30/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FARNE~ STRAS"UGH REGISTER OF WILLS cc: File Counsel Judge ~ . Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: f(e/7I1~~ !1?/-/ler- Sr. Date of Death: f/--,3o- 0.3 Estate No.: eX 003- (JO ~ ~0 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. Sta~ther administration of the estate is complete: . YesJZl' 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.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Ye~ No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: .. fl A . c. Did the personal represen~ state an account informally to the parties in interest? Yes 0 No ~ 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. ~tj~ l- +h II /11-// er- . D~~: L/./(P/ 05 .~ (.,~ Name tf;;S~;ru{~w AUf? En:J/q & l/o~ Address (7/7) 7,~-/(J97 'i:elephone No. Capacity: 0 Personal Representative o Counsel for personal representative ~ /~\')