HomeMy WebLinkAbout04-0890 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
Estate of ~ ~ [~ 0_ ~i~r[O~~ No.
also known as To:
Register of x3/~lls foJ .the ~
Deceased. County of ~-'~'~,Aa~-~e
Social Security No. 2o *~.-- 2-C. - ~l '~ -I 2~- Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older, appkle-.S for letters of administration
on the estate of
td.b.n.; pendente lite; duranle absentia; durante minoritate)
the above decedent.
Decendent was domiciled at death in C,t~.~0~.,~,~ County,PennsyJvan a, ~.ith
h ~" _ last family or principal residence at IOoo ~x.t. ~-o._~'f'l.-. S'T'~
(list street, number and municipality)
Decendent, then ~ years of age, died "J',o t~ ~_ ~,.-{--
at
Decendent at death owned property with estimated values as folllows:
(If domiciled in Pa.) All personal property $_ ~OOO~, ~90
(If not dmniciled in Pa.) Personal property in Pennsylvania $
(If not donficiled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
Petitioner__ after a proper search haS~ ascertained that decedent left no will and was survived by
, ,. ~>~..~.. the following spouse (if any) and heir~
~'~.~'~ ' ~' Name _
~ O. ~; 2~ &~ ~"~ ¢~ Relationship Residence
THEREFORE, petitioner(s) respectfully request(s) tt~e grant of letters of administration in the
appropriate form to the undersigned.
OATH OF PERSONAL REPRESENTATIVE
COUNTY OF ~ao.a/v,...x~.,,-_.~,.~ __v
The petitioner(s) above-named swear(s) t>r 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 f __-==.~_(~z~.~.. ~?
before me this ~C day of ~ __ ~
Register
No. '=
Estate of g-4~-,v'~ TO-n 0_. ~"~-IL&:~ , Deceased
GRANT OF tETTERS OF ADmSlSTRATION
AND NOW ~ , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presente~d before ~e,
IT IS DECREED that ~R "~' ~ ~-~1V ~fi:~O('~' X5 ~x C~ C
is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration
are hereby granted to ~,C t~ ~4-~ ~k
in the estate of ~1~ ~~ ~ ~ ~
Letters of Administration ..... $
Short Certificates( ) .......... $ b 00 ATTORNEY (Sup. Ct. I.D. No.)
...... ~ ....., zo.00 %q [~ ~,~--
Renunciation
Filed ..................... A'D'~r _~ ~W
O
PHONE
RENUNCIATION
To the Register of Wilis of
County, Pennsylvania.
The undersigned
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
be issued to
WITNESS ~ hand this day of (_.) c/e_.
(Signature}
(Address)
(Signature)
(Address)
(Signature)
(Address)
RENUNCIATION
To the Register of Wills of ~
County, Pennsylvania.
The undersigned_ {L'~"~-c~-,--~x,~x ~%~~ of
the above d<edent, hereby renounces) the fi~t to ad~nister the ~tate and respectfully ~k(s) that Letters
WITNESS ~ h~d ~is day of_ ~ 19~_.
~ignature)
(Addr~)
(Signature)
· ' (Address)
(Signature)
(Address)
RENUNCIATION
deceased.
\
To the Register of Wills of ~ County, Pennsylvania.
The undersigned "--~ <D~. ~-..~ ~C'~-~ ~<DC~:~'x~'x c~\,/% of
the above decedent, hereby renounce(s) the right to administer the estate and respe~fully ask(s) that Letters
WITNESS IX'~ hand this 34°[' day of ~'o~a~. , 19 0 ~p-.
(Signature) ~
(Addrea~)
(Signature)
(Addre~)
(Signature)
(Address)
RENUNCIATION
To the Register of Wills of ~ County, Pennsylvania.
The undersigned -~.~c~,~ (~(~c~..-~ (~-,.~ ~o~ of
the above d<edent, hereby renounces) the right to ad~Mster the estate and r~p<tfully ~k(s) that Letters
(Signatuxe)
(Address)
(Signature)
(Addre~)
JUN 9,?. 6 200
~0~ ~4~ ~ev 2~s? COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF HEALTH - VITAL RECORDS
5?,~JNT CERTIFICATE OF DEATH
~,.E.T Helen Jane Ramp 3 204 _ 26 _ 9972 ,~ June 4,2~04
A( Cumberland ~o~is~o Todd Nursing Home ..... ~c.... :s~, White
1000 West South St. Carlisl
homemaker Own Home ...... ~ ~zvorceH
Cumberland
FATHER S NAME (FirsL M~d~t ~ 1 . ~ E,,~.I ~ .... MO~ER'S N~E (Fire% M~d~' Ma~n Sum~)
- - .................. I~ reo~ Rebecca
~rley A. Brzcker I=a~.~ ~ ~l~ge o~be~,Carlzsle,Pa.17013
.. o,~<~,~ ~l~?une zv,zuu~ ~,.~emorr ~emetery COm6erlond C56nt~ Pa
CERTIFICATION OF NOTICE UNDER RULE 5.6(al
Will No. ~ t O ~6 O ~ ~ 0 Admin. No.
To ~e Register:
I ceffi~ ~at notice of ~nefidal ~te~t) ~ admlnl~tmfion r~ed by Rule 5.6(a) of ~e O~h~s' Cou~ Rules w~
se~ed on or m~led to the following beneficiaries of ~e above-captioned estate on :
Ad.ess
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Signatnre . '~ ~'-- ~i
Address 2.~"~ ~. ~l~
Capacity: __ Personal Represen~tive
el for ~rsonal representative
NOTICE OF BENEFICIAL INTEREST IN ESTATE
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND,
PENNSYLVANIA
IN RE: ESTATE OF HELEN JANE RAMP, DECEASED
NO. 21-04-0890
TO:
Judy Mae Ruch
2364 Ashbum Drive
Lafayette, N.Y. 13084
Barbara Jean McCalister
32 Hickorytown Road
Carlisle, PA 17013
Dolores Scarborough
P.O. Box 881811
Port St. Lucie, FL 34988
Linda K. Wert
3751 Waggoners Gap Road
Carlisle, PA 17013
Shirley Ann Bricker
1027 N. College St.
Carlisle, PA 17013
Please take notice of the death of decedent and the grant of letters to the
personal representative named below. You may have a beneficial interest in the
estate under the intestate laws of the Commonwealth of Pennsylvania.
Name of decedent: Helen Jane Ramp
Last known address of decedent: 1000 W. South St., Carlisle, PA 17013
Date of Death: June 24, 2004
Place of Death: Carlisle, Pa.
County of Grant of Original Letters: Cumberland
Decedent died intestate
Name, address and phone number of all personal representatives:
Shirley A. Bricker
1027 N. College St.
Carlisle, PA 17013
Name, address and phone number of counsel:
William P. Douglas, Esquire
27 W. High St.
Carlisle, Pa. 17013
Phone: 717-243-1790
Additional information may be obtained from the undersigned:
D°uglas Law O~,Nce ~
William P. Do~glas~ ~'~qm~
27 W. High St. ~
Carlisle, Pa. 17013 ~
717-243-1790
Dated: October 13, 2004
PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
Estate of ~'4~x ~ ~ O' ~rll~ P No.
also known as To:
Register of W~lls foj ~th.e 0 _ t
Deceased. County of ~a~'~r, the
Social Security No. ~o ~c'- 2~ - ~ ~ -I ~ Co~nmonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older, appl le--$ 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,fl~ennsy)vanfia, ~th
h_ t4- last family or principal residence at IOo~
(list street, number and municipality)
Decendent, then. ~'~ years of age, died
at
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 d6miciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
Petitioner after a proper search ha $ ascertained that decedent left no will and was survived by
the following spouse (if any) and heirs:
Name Relationship Residence
THEREFORE, petitioner(s) restfully request(s) the g~t of letters of administr~o~in~t~ _~ ~
appropriate form to the undersigned. ~ ~ I 0~ I h.~
OATH OF PERSONAL REPRESENTATIVE
COMMONWEA~I~H OF nPE~ 7~ S~YL~ V. fNIA }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 ~nd subscribed ! ~. ~-/~/~-/ d~/ -~-'---~,~
befQre me this o~L0 V day of ~ -~
No.
~ta~ of ~~ ~ ~ ~ ~~ , Deceased
G~NT OF LETTERS OF ADMINIST~TION
AND NOW [~' I ' 0 4 ~X)'"O~ , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presente~ before ta!e,
IT IS DECREED that
is/are entitl~ to ~tters of Admiffistration, ahd in accord Mth such finding, Letters of Admi~stration
are hereby grated to ~i
in the estate of ~
FEES
Letters o f Administration .....
Short Certificates( ) ...... A~OR~Y (Sup. Ct. I.D. No.)
Renunciation ............
.....................
Filed
PHONE
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 01/10/2005
DOUGLAS WILLIAM P
27 W HIGH STREET
CARLISLE, PA 17013
RE:
Estate of RAMP HELEN JANE
File Number: 2004-00890
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 01/11/2005
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Personal Representative(s)
Judge
Sincerely,
Clerk of the Orphans"~'Court
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 01/10/2005
BRICKER SHIRLEY A
1027 NORTH COLLEGE STREET
CARLISLE, PA 17013
RE:
Estate of RAMP HELEN JANE
File Number: 2004-00890
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 01/11/2005
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Counsel
Judge
Sincerely,
GLENDA FARNER ~
Clerk of the Orphans' Court
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Date of Death:
i-\/z'-\QI" ~Otl'"\~ 04
&()-'t(04-
"Z-10'f 0 ttto
Name of Decedent:
Will No.
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
~
Address
.Lu- ~-vI.-......A- ~-<--'<
-'
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
~
Date:
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Capacity: _ Personal Representative
~sel for personal representative
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NOTICE OF BENEFICIAL INTEREST IN ESTATE
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND,
PENNSYL VANIA
IN RE: ESTATE OF HELEN JANE RAMP, DECEASED
NO. 21-04-0890
TO:
Judy Mae Ruch
2364 Ashburn Drive
Lafayette, N.Y. 13084
Barbara Jean McCalister
32 Hickory town Road
Carlisle, P A 17013
Dolores Scarborough
P.O. Box 881811
Port St. Lucie, FL 34988
Linda K. Wert
3751 Waggoners Gap Road
Carlisle, P A 17013
Shirley Ann Bricker
1027 N. College St.
Carlisle, P A 17013
Please take notice of the death of decedent and the grant of letters to the
personal representative named below. You may have a beneficial interest in the
estate under the intestate laws of the Commonwealth of Pennsylvania.
Name of decedent: Helen Jane Ramp
Last known address of decedent: 1000 W. South St., Carlisle, P A 17013
Date of Death: June 24, 2004
Place of Death: Carlisle, Pa.
County of Grant of Original Letters: Cumberland
Decedent died intestate
Name, address and phone number of all personal representatives:
Shirley A. Bricker
1027 N. College St.
Carlisle, PA 17013
Name, address and phone number of counsel:
William P. Douglas, Esquire
27 W. High St.
Carlisle, Pa. 17013
Phone: 717-243-1790
Additional information may be obtained from the undersigned:
Douglas Law Office
By
William P. Douglas,
27W. High St.
Carlisle, Pa. 17013
717-243-1790
Dated: October 13, 2004
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT,280601
HARRISBURG, PA 17128-0601
REV-1162 EX( 11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
DOUGLAS WILLIAM P
27 W HIGH STREET
CARLISLE, PA 17013
_n_nn fo,d
EST A TE INFORMATION: SSN: 204-26-9972
FILE NUMBER: 2104-0890
DECEDENT NAME: RAMP HELEN JANE
DATE OF PAYMENT: 02/18/2005
POSTMARK DATE: 02/18/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 06/24/2004
NO. CD 004968
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $30.00
I
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TOTAL AMOUNT PAID:
REMARKS:
CHECK#1239
SEAL
INITIALS: CCP
RECEIVED BY:
REGISTER OF WILLS
$30.00
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
1.
J
ss:
William P~-Douglas
a""ording to law, deposes and says that he ill the
of the Estate of Helen Jane Ramp
late of ______.lOQ(LJ.<._$outh-St~- Carlisle , Cumberland County, Pa., de"eased and that the
within is an inventory made by him , the said attornev
of the entire estate of uid de"edent, "onsisting of all the personal prop"rty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
be ing duly
sworn
Attorney
Sworn to
and subscribed before me,
FQQrY~ry ~ ~ 2995
Executor
~
~
I.'
.,. , .,_..,
27 W. High St., Carlisle,
Add,..u
17013
Notary
Date of Death
24
.Tune
Month
7001.
Doy
v..,
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
Z. A supplement inventory must be filed within thirty days of dis"overy of additional a..ets.
). Additional sheets may be attached as to personalty or realty
I. See Arti"le IV, fidu"iaries Act of 1949.
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Inventory of the real and personal estate of
HELEN JANE RAMP
deceased
ITEM
NUMBER
1.
DESCRIPTION
Pharmerica, refund
2.
Sara Todd Home, refund
3.
Waypoint Bank, Focus Fifty Account:No. 100362920
4.
Commonwealth of PA., rent rebate
5.
Carlisle Regional Medical Center Refund
VAlUE AT !lATE
OF IlEA TH
153.32
1,293.25
7,477.10
357.60
20.21
c..:.;
C")
c.:,
$
9,301.48
\I
Rf"..I500 EX (6.00)
COMMONWEAlTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENTS NAME (LAST. FIRST, AND MIDOLE INITIAL)
Ram Helen Jane
DATE OF DEATH (MM-OD-YEAR) OATE OF BIRTH (MM-OO-YEAR)
June 24, 2004 Oct. 25, 1914
(IF APPliCABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST. ANO MIOOLE INITIAL)
~ 1. Original Return
o 4. Limited Eslate
o 6. Decedent Died Testate (AIlach COf1I 01 WW)
o 9. Litigation Proceeds Received
o 2. Supplemental Retum
D 4a. Future Interest Compromise (dale 01 death *12-12-82)
o 7. Decedent Maintained a living Trust (Attach copy ofTrustl
o 10. Spousal Poverty Credit (date of deaIh between 12-31-91 and 1-1-95)
OFFICIAL USE ONLY
FILE NUMBER
2 1 04 0890
COUNTY COOE
-----
NUMBER
YEAR
SOCIAL SECURITY NUMBER
204 26 9972
THIS RETURN MUST BE FILEO IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3. Remainder Retum (daleofdeeth prior to 12-13-82)
o 5. Federal Estale Tax Retum Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) _ "" 01
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NAME
William P. Dou las
FIRM NAME I'_I
COMPLETE MAILING ADORESS
27 W. High St.
Carlisle, PA 17013
x.O_ (15)
661.42 x.6 45 (16)
x .12 (17)
x .15 (18)
(19)
TELE'rfl' _~~g~ 790
(1)
(2)
(3)
(4)
(5)
1. Real Estale (Schedule A)
2. Slocks and Bonds (Schedule B)
3. Closely Held CO!\lOration. ParIne<thip or SoIe-Proprielornllip
4. Mortgages & Noles Recei-lable (Schedule 0)
5. Cash. Bank Deposils & Miscellaneous Personal Property
(Schedule E)
6. Jointly OWned Property (Schedule F)
o Separate Billing Requested
1. Inter-V"", Translers & Miscellaneous Non-Probate Properly
(Schedule G or L)
8. Total Gross Assets (Iolal Lines 1-7)
9. F-.l Expenses & Admillis11ative Cosls (Schedule H)
10. Oebls of Decedenl. Mortgage Liabilities. & Liens (Schedule I)
11. Total Oeduc1lons (Iolal Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmental8eQuestslSec 9113 Trusts for which an electioo to tax has not been
made (Schedule J)
9,301.48
19. Tax Due
CHECK HERE 'F YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
OFFICIAL USE ONLY
~.J
ill
)
.,
(8)
9.301.48
(6)
(1)
(9)
8,640.06
(11)
(12)
(13)
8,640.06
(10)
14. Net Valoo Subject to Tax (line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amourrt of Line 14 taxable at !he 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
18. ArTK:lunt of Line 14 taxable at collateral rate
20.0
(14)
661. 42
30.00
10 00
Decedent's Complete Address:
I STREET ADDRESS
. 1000 W South St.
ellY
Carlisle
Tax Payments and CreditS:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credn
8. Prior Payments
C. Disaxmt
I STATj,A
I ZIP
l70B
(1)
,0 00
Total Credits (A + 8 + C ) (2)
3. InteresllPenalty ff applicable
D. Interest
E. Penalty
TotallnteresllPenalty ( D + E ) (3)
4. ~ Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 10 reqllOsl a refund (4)
A. Enter the interest on the tax due.
(5)
(SA)
30.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
8. Enler the lotal of Line 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
30.00
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN .X. IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;.......................................................................................... 0
b. retain the right to designate who shall use the property transferred or its il1<Xll1lO; ............................................ 0
c. retain a mersiona1y interest; or.......................................................................................................................... 0
d. receive the promise for Iffe of either payments, benefits or care? ...................................................................... 0
2. ~ death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0
3. Did decedent own an <., trust for" or payable upon death bank account or security at his or her death? .............. 0
4. Did decedent own an Individual RetirementAa:ounl, annuity, or other non-probaIe property whic;h
contains a beneficialy designation? ........................................................................................................................ 0 Q
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Unde<...-oI'"*'.'_IIIaII__...-.,__y;ng_and-..s.and.....be$lafmyl<llowledgeandbeiel.klslrue. """"and~.
Dedaration d preparer oht than the personal representative is based on II inb'mation aI which prepare! has any knOWledge.
SIGNATURE OF PERSON RESPONSIBlE FOR FILING RETURN
No
~
Q.
fJ'
DATE
ADDRESS 27 W. High St., Carlisle, PA 17013
SI
DATE
William P. Douglas, Douglas Law Office, Attorney for Est.
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 orfor 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 stMViving spouse is 0% [72 P.S. ~9116. (a) (1.1) (ii)!.
The statute does oot exemot a transfer to a suOiMng spouse from tax, and the statutory requirements for disclosure of asselS and filing a lax relum are sun applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July I, 2000;
The tax rate imposed on the net value of transfers from a deceased chiid twenty-one years of age or younger at death to or for the use of a natural paren~ an adoptive parenl,
or a stepparenlof the child is 0% [72 P.S. ~9116(a){1.2)].
The tax rale imposed on the net value of transfers to or for the use of the decedent's 6neal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) (72 P.S. ~9116(a){1)j.
The tax rate imposed on !he nel value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)1. 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 adoption.
ReV.l508ex+(l-97)
'*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Helen Jane Ramp
FILE NUMBER
21 04 0890
Include !he proceeds of litigation and !he _!he proceeds were received by !he esla1e. AI property joIntly-owned with the right ofsurvivolOhlp must be disclosed on Schedule F.
ITEM VALUE AT OATE
NUMBER DESCRIPTION OF DEATH
1.
Pharmerica, refund
153.32
2.
Sara Todd Home, refund
1,293.25
3.
Waypoint Bank, Focus Fifty Account:No. 100362920
7,477.10
4.
Commonwealth of PA., rent rebate
357.60
5.
Carlisle Regional Medical Center Refund
20.21
TOTAL (Also enter on line 5, Recapitulation) $
(If more space Is needed, insert additional sheets of the same size)
9,301.48
RE'l-I511EX+JI-i7)
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RES/llENT DECEDENT
ESTATE OF
Helen Jane Ramp'
FILE NIl"-fR04 0890
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES: Prepaid
1.
Minister 50.00
Flowers 130 .00
Carlisle Memorial 150.00
B. ADMINISTRATIVE COSTS:
1. PonooaI R.......lIoltNe.. Ccmmissions
Nameof_R__(.)
Social SecurIIy Number(.) I EIN NumIle( eX Personal Represen1ative(.)
SIleel Address
City Stale I'll>
Yea~.) CommissIon Paid:
2. A_.y Fees Douglas Law Office 950.00
3. Family Exemption: (If _. addnlss is nollhe same as claImanI'., _ explanation)
Claimant
SIleelAddress
City Stale Zip
ReJationsh\l of Claimant to Decedent
4. Probate Fees 76.00
5. Accountanr. Fees
6. Tax Return Prepare(. Fees
7.
Department of Public Welfare 7,234.0
Register of Wills, filing appraisement and petition 50.0
TOTAL (Also enter online 9, Recapitulation) $ 8,640.0
6
o
6
(1I1TJO(e space is needed, insert additional sheets of the same size)
REV.1S13EXtI1-91)
'*
SCHEDULE J
BENEFICIARIES
COMIAONWEAlTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE HUMBER
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do NolLlst Truslee(s) Of ESTATE
I. TAXABLE DISTRIBUTIONS Qnclude ou1right spousal <istributions)
1. Judy Mae Ruch
2364 ~ Drive dau. 1/5
Lafaye , N.Y. 13084
Barbara Jean Md:alister dau. 1/5
32 Hickorytown Road
Carlisle, P A 17013
Dolores Scarborough dau. 1/5
P.O. Box 881811
Port Sl Lucie, FL 34988
Unda K. Wert dau. 1/5
3751 Waggoners Gap Road
Carlisle, P A 17013
dau. 1/5
Shirley Ann Bricker
1027 N. College Sl
Carlisle, P A 17013
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN />SOVE ON UNES 15 THROUGH 17. AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON. TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOT At OF PART II. ENTER TOTAL NON. TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert addilional sheets 01 the same size)
__.__________.u__.
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, '
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REMOVE DOCUMENT ALONG THIS PERFORATION ----------------.
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"!GI._laI~l2:rol.'.n~"lh1I'..'-I::r.."_I:::u......r".'''''mill..:::''''''n....-.......c:................_....".._.,..1:;11I:.::I:__':1:4~..1_:l.....1I~..11:.1..=-.WI..;f.....IIIIl.I..I:I~.,n:II:a..._
..,~I:II....I:I:II...lltl"._
PLEASE RETAIN THIS VOUCHER FOR YOUR RECORDS
239032699
12/9/2004
$7,477.86
1'::'
ESTATE OF IIBLRN RAMP
~'Way~iflJ
PO BOX 1711. HARRISBURG, PENNSYLVANIA 171()5.1711
235 N. SECOND STREET. HARRISBURG, PENNSYLVANIA 17101 .717/2364041
\:,
~lWay~qi!'J
PO. Box 178. Harrisburg. Pennsylvania 17105-17.
Member FDIC
STATEMENT DATE
9-13-04
HELEN J RAMP
t SHIRLEY BRICKER
1000 W SOUTH ST
CARLISLE PA 17013
514
CLUB-EO ACCOUNTS. HELP YOUR CHILDREN LEARN. THERE IS
NO MINIMUM INITIAL DEPOSIT. EVEN BALANCES AS LOW AS $1
EARN INTEREST. CALL TODAY TO START THAT LEARNING
EXPERIENCE!
ACCOUNT TYPE OF ACCOUNT
100362920 FOCUS FIFTY
AVERAGE BALANCE
7.474.31
---~------------------------------------------------------------------------
PREVIOUS BALANCE
DEPOS ITS y'
WITHDRAWALS
CHARGES
INTEREST
ENDING BALANCE
7.474.31
.. 00
.00
.00
.89
.20
* . ~ - - - - - - -
INTEREST EARNED FR
DAYS IN PERIOD .
INTEREST EARNED .
ANNUAL PERCENTAGE Y
INTEREST PAID THIS Y """""
INTEREST WITHHELD THr)~~;~R'
~A~E- ~~~~~1~ti~~ - . - T[A~~~~[~ttt~~MMARY-
9/13 INTEREST PAYMENT ;B9
*
*
BALANCE
7475.20
THANK YOU FOR BANKING AT WAYPOINT BANK
Customer Service Toll-Free 1-866-WAYPOINT (1-866-929-7646) . In York Area 717/815-4500
)-502(SIQ2}
..............._..__=_...L.__I. ___
Statement
United Church of Christ Homes
Sarah A. Todd Memorial Home
1000 West South Street
Carlisle, PA 17013
Statement Date: 08/13/2004
Shirley Bricker
1027 N. College St.
Carlisle, PA 17013
Due Date: 08/27/2004
Re: Helen J Ramp
Account Nr: 101443
--------------------------------------------------------------------------------
Date
Description
Days
Quant
Rate
Charges
Payments
Balance
--------------------------------------------------------------------------------
BALANCE FORWARD
-1,293.25
-1,293.25
NOTE:
Please remit by 08/27/2004 the Last amount printed on the stmt. Please
include Acct # from statement on MEMO LINE of your check. Payments
after 07/31/2004 do not reflect on statement. NOTE: A $10.00 fee wil
be CHARGED for RETURNED Checks.
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CARLISLE REG MED eTR
.1Ni.ioicEriATEiN\iOICENUMsEij,
01/06/2005 7377621
HEALTH MANAGEMENT ASSOCIATES. INC.
1700
0054090
OISCOUNT .. AMOUNT pAlO .
1URSIN3 IDE PAID
20.21
*'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
BUREAU OF FINANCIAL OPERATIONS
DIVISION OF THIRO PARTY lIABILITY
ESTATE RECOVERY PROGRAM
PO BOX 8486
HARRJSBURG, PA 17105-8486
September 3, 2004
DOUGLAS LAW OFFICE
BILL DOUGLAS ESQUIRE
27 W HIGH ST
PO BOX 261
CARLISLE PA 17103-0261
Re, HELEN RAMP
CIS #, 160168183
SSN, 204-26-9972
Date of Death, 06/24/2004
Dear Mr. Douglas,
Please be advised that the Department of Public Welfare maintains a
claim in the amount of $7,234a06 against the above-mentioned estate. This
claim is for restitution of medical assistance granted on behalf of the
decedent for which the Probate Estate is now responsible to reimburse the
Department according to Act 49, 62 P.S. 1412, effective August 15, 1994, as
amended by Act 20-95, effective June 30, 1995. Enclosed is the Department's
itemized statement of claim.
A portion of this medical expense, namely $7,234.06, was incurred during
the last six months of the decedent's life; therefore, it is a Class 3 claim
pursuant to Section 3392 of the Decedents, Estates, and Fiduciaries Code, 20
Pa. C.S.A. 3392(3). The balance of the claim, namely $.00, is to be entered
as a priority Class 6 claim against the estate. ----
Please acknowledge receipt of this letter and advise whether the
Commonwealth's claim is admitted and when payment may be expected. If the
estate accounting is complete, please provide a copy. If the estate contains
real estate, please provide copies of the deed, the latest tax assessment,
and a current appraisal, if available.
j2e;;JM4
Nicole L. Early
TPL Program Investigator
717-772-6606
717-772-6553 FAX
Enclosure
.
COMMONWEALTH OF PENNSYlVANIA
DEPARTMENT OF PUBUC WELFARE
BUREAU OF FINANCIAl OPERATIONS
TPl SECTION - CASUAl. TY UNIT
PO BOX 8486
HARRISBURG PA 17105-8486
September 2, 2004
STATEMENT OF CLAIM SUMMARY
.
Estate of RAMP, HELEN
160 168183
INPATIENT
OUTPATIENT
LONG TERM CARE
DRUG
876.00
.00
.00
876.00
5,559.84
798.22
.00
.00
.00
.00
5,559.84
798.22
7,234.06
.00
7,234.06
2";'~"t:'
,'. ct~~~:E~~~~~~:~~~J~~!t .,"';; (':t
.........,....... "'0" ,'. .... .' ." ..<, ,
~ EIN - . 23-5003113' . . "
September 2. 2004
STATEMENT OF CLAIM
RAMP, HELEN
160168183
CARLISLE REGIONAL MEDICAL CENTER
246 PARKER ST
ARLISLE
PA
17013
06112/04 - 06116104
DIAGNOSIS 1 : 5789
DIAGNOSIS 2: 4280
PROC CODE: 000000
08116104 20042010000820001
GASTROINTEST HEMORR NOS
CHF UNSPECIFIED
8,833.23
878.00
CARLISLE REGIONAL MEDICAL CENTER
01 100775085 0008
8,833.23
876.00
September 2, 2004
STATEMENT OF CLAIM
RAMP, HELEN
160168183
SARAH A TODD MEMORIAL HOME INC
1000 W SOUTH ST
05101/04 - 05131/04 07/19104 20041954024410001 3,503.40 3,503.40
DIAGNOSIS 1: 43821 HEMIPLEGIA AFFECTING DOMI
DIAGNOSIS 2: 43882 DYSPHAGIA
PROC CODE: 000000
06101/04 - 06124/04 07/19/04 20041954024400001 2,056.44 2,056.44
DIAGNOSIS 1 : 43821 HEMIPLEGIA AFFECTING DOMI
DIAGNOSIS 2: 43882 DYSPHAGIA
PROC CODE: 000000
SARAH A TODD MEMORIAL HOME INC 5,559.84 5,559.84
03 100777455 0001
September 2, 2004
STATEMENT OF CLAIM
RAMP, HELEN
160168183
PHARMERICA INC #22000
BLUE EAGLE BUSINESS CENTER
491-A BLUE EAGLE AVENUE
ARRISBURG PA 17112
05105104 - 05105104
DIAGNOSIS 1 : 0
NOC CODE: 00025152051
05112104 - 05112104
DIAGNOSIS 1: 0
NOC CODE: 00186109005
05117/04 - 05117/04
DIAGNOSIS 1 : 0
NOC CODE: 00172498060
05117/04 - 05117/04
DIAGNOSIS 1 : 0
NOC CODE: 00378021610
05119/04 - 05119104
DIAGNOSIS 1 : 0
NDC CODE: 59930150201
05119/04 - 05119/04
DIAGNOSIS 1: 0
NOC CODE: 00378023205
05119/04 - 05119/04
DIAGNOSIS 1 : 0
NDC CODE: 00049490073
05124/04 - 05124/04
DIAGNOSIS 1: 0
NOC CODE: 00186109005
08/09104
25041945537010001
55.26
51.26
CELEBREX 100MG CAPSULE - ANTlARTHRITICS
08109104
25041945537050001
15.19
11.19
TOPROL XL 50MG TABLET SA - OTHER CARDIOVASCULAR PREPS
08/09/04
25041945537100001
22.01
9.40
PROPOXY-NlAPAP 100-650 TAB - NARCOTIC ANALGESICS
08/09/04
25041945537130001
8.31
5.80
FUROSEMIDE 40MG TABLET - DIURETICS
08109104
25041945539840001
34.12
34.12
ISOSORBIDE MN 30MG TAB SA - VASODILATORS CORONARY
08/09/04
25041945539860001
6.69
.73
FUROSEMIDE 80MG TABLET - DIURETICS
08/09/04
25041945539870001
81.59
81.58
ZOLOFT 50MG TABLET . PSYCHOSTIMULANTS-ANTIDEPRESSANTS
08/09/04
25041945539940001
26.37
22.37
TOPROl XL 50MG TABLET SA - OTHER CARDIOVASCULAR PREPS
September 2, 2004
STATEMENT OF CLAIM
RAMP, HELEN
160168183
PHARMERICA INC #22000
BLUE EAGLE BUSINESS CENTER
491-A BLUE EAGLE AVENUE
RISBURG PA
05129104 - 05129104
DIAGNOSIS 1: 0
NOC CODE: 00591058201
06101104 - 06101104
. DIAGNOSIS 1: 0
NOC CODE: 00025152051
06108104 - 06108104
DIAGNOSIS 1: 0
NDC CODE: 00378020810
06111/04 - 06111/04
DIAGNOSIS 1: 0
NOC CODE: 00172498060
06112/04 - 06112/04
DIAGNOSIS 1: 0
NOC CODE: 59930150201
06117/04 - 06117/04
DIAGNOSIS 1: 0
NDC CODE: 00378021610
06117/04 - 06117/04
DIAGNOSIS 1: 0
NOC CODE: 00008084181
06117/04 - 06117/04
DIAGNOSIS 1 : 0
NOC CODE: 49502067260
08109/04
25041945539950001
92.34
70.29
PROPAFENONE HCL 150MG TAB - OTHER CARDIOVASCULAR PREPS
08109104
25041945539980001
55.26
55.26
CELEBREX 100MG CAPSULE - ANTlARTHRmCS
08109/04
25041925371280001
4.38
.17
FUROSEMIDE 20MG TABLET - DIURETICS
08109104
25041945540010001
22.01
9.40
PROPOXY-NlAPAP 100-650 TAB - NARCOTIC ANALGESICS
06109104
25041945540040001
34.12
34.12
ISOSORBIDE MN 30MG TAB SA - VASODILATORS CORONARY
08109104
25041945540050001
8.31
1.80
FUROSEMIDE 40MG TABLET - DIURETICS
08109104
25041945540080001
107.28
107.28
PROTONIX 40MG TABLET EC ANTI-ULCER PREPS/GASTROINTESTINAL PREPS
08109/04
25041945540140001
116.32
116.32
OUONEB 2.5~.5MG/3ML SOLN - BRONCHIAL DILATORS
September 2, 2004
STATEMENT OF CLAIM
RAMP, HELEN
160168183
PHARMERICA INC #22000
BLUE EAGLE BUSINESS CENTER
491-A BLUE EAGLE AVENUE
ARRISBURG PA
06117/04 - 06117/04
DIAGNOSIS 1: 0
08109/04
25041945556530001
55.90
15.92
NOC CODE: 60951060270
ENDOCET 5/325 TABLET - NARCOTIC ANALGESICS
06121/04 - 06121104
DIAGNOSIS 1: 0
08109/04
25041945540180001
55.42
55.42
NOC CODE: 00064390060
XENADERM OINTMENT - ENZYMES
06123/04 - 06123/04
DIAGNOSIS 1: 0
08109/04
25041945540200001
81.59
81.58
NDC CODE: 00049490073
ZOLOFT SOMG TABLET - PSYCHOSTlMULANTS-ANTlDEPRESSANTS
06123104 - 06123/04
DIAGNOSIS 1: 0
08109104
25041945540260001
15.55
3.13
NDC CODE: 00378023205
FUROSEMIDE 80MG TABLET - DIURETICS
06123104 - 06123104
DIAGNOSIS 1: 0
08109104
25041945540290001
26.37
26.37
NOC CODE: 00186108805
TOPROL XL 2SMG TABLET SA - OTHER CARDIOVASCULAR PREPS
06124104 - 06124/04
DIAGNOSIS 1 : 0
08109/04
25041925373460001
4.71
4.71
NDC CODE: 00641018025
MORPHINE 10MG/ML VIAL - NARCOTIC ANALGESICS
PHARMERICA INC #22000
24 100751181 0013
929.10
798.22
*'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDlIAL (tt;X~lf ,
INtERITANCE TAX DIVISlmt-; j
PO BOX 280601 ::,-
HARRISBURG PA 17128-0601
REY-1547 EX AFP (03-05)
05-16-2005
RAMP
06-24-2004
21 04-0890
CUMBERLAND
101
AlIOlInt _1ttBd
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
"'1GS ."V "0 PI "',I?,'. 1.2
u'~. fli" i (,.~. I.f
HELEN
J
CLERr< OF
&RDU'Li\!'C'("'t\J !:-. -I
r I " '" '/ v ,,~.._.i,,;il
WILLIAM' !OOUGLAS '
DOUGLAS (AW 'OFFICE '
27 W HIGH ST
CARLISLE PA 17013
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 ...
It~V-"Ml;,."ft.m.'l"ft~'1I!I'."IMtm.W.!rMI!AWllM!'t.m.A'tl\fnTftJlWf~.'rCr.?NllM!'t.Ilft'.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RAMP HELEN J FILE NO. 21 04-0890 ACN 101 DATE 05-16-2005
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.t. (Schedule AJ
2. Stocks and Bonds (Sch8dule B)
3. Closely Held Stock/Partnership Interest (Schedule CJ
4. Hort~g.s/Not.s Receivable (Schedule DJ
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule G)
8. Total Assets
.00
.00
.00
.00
9.301.48
.00
.00
(8)
NOTE: To insure proper
credit to your account,
sub.lt the upper portion
of this fOrM with your
tax paYMent.
11)
(2)
(3)
(~)
(5)
(6)
(7)
9,301.48
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitabl./Govern-.ntal Bequests; Non-elected 9113 Trusts (Schedul. J]
14. Net Value of Estate Subject to Tax
8,640.06
(9)
110)
.00
(11)
112)
113)
11~)
R 640 06
661.42
.00
661. 42
NOTE: I~ an assesSBent was issued previously, lines
reflect ~igures that include the total o~ Abb
ASSESSMENT OF TAX:
15. haunt of Line 14 at Spousal rate (5)
16. A~unt of Line 14 taxable at Lin..l/Class A rate (16]
17. ~unt of Lin. 14 at Sibling rate (17)
18. Amount of line 14 taxable at Collateral/Class B rate (18]
19. Principal Tax Due
14, IS and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
661. 42 X 045 =
.00 X 12 =
.00 X 15 =
119)=
.00
30.00
.00
.00
30.00
fAX EDITS,
., ,., AMOUNT PAID
DATE NUHBER INTEREST/PEN PAID 1-)
02-18-2005 CD004968 .00 30.00
TOTAL TAX CREDIT 30.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"' (CR), YDU HAY 8E DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
v
,
IN RE: ESTATE OF
HELEN JANE RAMP
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNA.
: ORPHANS' COURT DIVISION
: NO. 2104-0890
PETITION FOR THE SETTLEMENT OF AN ESTATE
TO THE HONORABLE, THE JUDGES OF SAID COURT:
SHIRLEY A. BRICKER, Administrator of the Estate of Helen Jane Ramp, through,
her attorneys, Douglas Law Office, respectfully represents: :
1. Helen Jane Ramp, of 1000 W. South St., Carlisle, PA 17013, died testate on June
24, 2004.
2. Letters Testamentary were granted to Petitioner on October 1,2004.
3. The assets in the estate were as follows:
1.
2.
3.
4.
5.
Pharmerica, refund
Sara Todd Home, refund
Waypoint Bank, Focus Fifty Account
Commonwealth of PA, rent rebate
Carlisle Regional Medical Center Refund
Total
4. Expenditures as follows have been made on behalf of the said Helen Jane Ramp
Estate:
Funeral expenses for Minister, flowers and Memorial
William P. Douglas, Esquire, attorney fee
Register of Wills, probate fee
Register of Wills, filing fees
Department of Public Welfare
$
330.00
$ 950.00
$ 76.00
$ 50.00
$7.234.06
$8,640.06
Total expenses
5. No inheritance tax was due. A copy of the Notice of Appraisement from the
Department of Revenue is attached hereto as Exhibit A.
,k)
'I,
6. The said Helen Jane Ramp left her entire estate to her children under the lntestatd ;
Laws of the Commonwealth of Pennsylvania, as follows: '
Shirley Ann Bricker
1027 N. College St.
Carlisle, PA 17013
~ 153.32
1,293.25
7,477.10
357.60
20.21
'P,301.48
'-ai'
; "-,)
['''0
II
~
Judy Mae Ruch
2364 Ashburn Dr.
Lafayette, N.Y. 13084
Barbara Jean McCalister
32 Hickory town Road
Carlisle, PA 17013
Dolores Scarborough
P.o. Box 881811
Port St. Lucie, FL 34988
Linda K. Wert
3751 Waggoners gap Road
Carlisle, PA 17013
7. The Balance in the estate will be distributed to the aforesaid 5 daughters.
RECAPITULATION
Total Assets:
Total Credits
Balance distributed to
Children
$ 9,301.48
$ 8.640.06
$661.42
WHEREFORE, your Petitioner prays that Your Honorable Court approve the
distribution of this estate as set forth herein, and that the said Administratrix, Shirley L.
Bricker be discharged from the duties of her appointment.
Douglas Law Office
By . -- ~~
Attorney for Petitioner
Dated: August;t?J ,2005
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
Shirley A. Bricker, Administratrix, being duly sworn according to law, deposes and
says that the averments of the within Petition are true and correct to the best of affiant's
knowledge, information and belief.
Sworn to and subscribed before me
C~~t'2005.
Notary
~C1. ~.J,-</
irley A. ker .
NaIIIIII...
Anne M. CoI, ...." PWIIc
Carll.. Borough, C............ Counlr
My Commiulon.... ..... a, ..
j" -- -- '-.'ti~' it:k.ti;;.').'
: '\;d'.I~ V'.....;;,,~ :-;: J':
! \1'''.'.\.] l\ti."Wf'1U' ,lit' 1(1: ,'.
j *"1"1"- i ...,""' _._.'~ ., ','
... - 'J.... 110<1 ......W\i ........,.,,~..... , . ~
"
.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
"
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRIS8URG PA 171ZB-0601
REV-1547 EX AFP (03-05)
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
05-16-2005
RAMP
06-24-2004
21 04-0890
HELEN
J
COUNTY CUMBERLAND
WILLIAM P DOUGLAS ACN 101
DOUGLAS LAW OFFICE I Allount Rellitted I
27 W HIGH ST
CARLISLE PA 17013
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 ~
1t!"-~I:"Yf.w'.ml!'U!1.'Wm!t.W.!MftA!'f~~.ft.~.l'WltlW!PI!'tft'~.YCtWItM:Y.OW'.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RAMP HELEN J FILE NO. 21 04-0890 ACN 101 DATE 05-16-2005
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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
subllit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this forll with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax pay..nt.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 9.301.48
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 9,301.48
APPROVED DEDUCTIONS AND EXEMPTIONS: 8,640.06
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 8.640 06
12. Net Value of Tax Return (12) 661.42
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 661. 42
NOTE: If an assessment was issued previouslY, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate US) .00 X 00 = .00
16. Allount of Line 14 taxable at Lineal/Class A rate (6) 661.42 X 045 = 30.00
17. Allount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Allount of Line 14 taxable at Collateral/Class B rate (8) .00 X 15 = .00
19. Principal Tax Due (9)= 30.00
TAX CREDITS:
. ......" ..~~~.. l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-18-2005 CD004968 .00 30.00
TOTAL TAX CREDIT 30.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
iii IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION:
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PEM/llTY,
INTEREST:
Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140),
Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF WILLS, AGENT.
Failure to pay the tax, interest, and penalty due may result in the filing of a lien of record in the appropriate county,
or the issuance of an Orphan's Court citation.
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available
online at www.revenue.state.pa.us. any Register of Wills or Revenue District Office, or from the Department's
24-hour answering service for forms orders: 1-800-362-2050; services for taxpayers with special hearing and/or
speaking needs: 1-800-447-3020 (TT only).
Any party in interest not satisfied with the appraisment, allowance or disallowance of deductions or assessment of tax
(including discount or interest) as shown on this Notice may object within 60 days of the date of receipt of this notice
by filing one of the following:
A) Protest to the PA Department of Revenue, Board of Appeals. You may object by filing a protest online at
www.boardofappeals.state.pa.us on or before the expiration of the sixty-day appeal period. In order for
an electronic protest to be valid, you must receive a confirmation number and processed date from the
Board of Appeals website. You may also send a written protest to PA Department of Revenue, Board of Appeals
P.O. Box 281021, Harrisburg, PA 17128-1021. Petitions may not be faxed.
B) Election to have the matter determined at the audit of the account of the personal representative.
C) Appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.O. Box 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participa~ion
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at 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 1982 through 2005 are:
Interest Daily Interest Daily Interest
Rate Factor Year Rate Factor Year Rate
~ ~ ~-1991 ~:iiiiii!iiT Zoii1 ----w.--
16% .000438 1992 9% .000247 2002 6%
11% .000301 1993-1994 7Z .000192 2003 5%
13% .000356 1995-1998 9% .000247 2004 4%
10% .000274 1999 7Z .000192 2005 5%
10% .000274 2000 7% .000192
Year
f98Z
1983
1984
1985
1986
1987
Daily
Factor
.mm-
.000164
.000137
.000110
.000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) 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.
, - .
DOUGLAS LAW OFFICE
27 w. HIGH ST.
P.O. BOX 261
CARLISLE, PENNSYLVANIA 17013-0261
WILLIAM P. DOUGLAS, ESQ.
717-243-1790
FAX: 717-243-8955
EMAIL: douglaslaw@earthlink.net
ALSO ADMITTED TO
PRACTICE IN FLORIDA
CERTIFIED AS A CIVIL TRIAL ADVOCATE BY
THE NATIONAL BOARD OF TRIAL ADVOCACY
October 21,2005
The Honorable J. vVesley Oler
Fourth Floor
Cumberland County Courthouse
1 Courthouse Square
Carlisle, P A 17013
Re: Estate of Helen Ramp
No. 2104-0890
Dear Judge Oler:
I have now attached copies of my October 3, 2005, letter signed by all
the / heirs acknowledging and accepting the Petition as filed.
Thank you.
Respectfull y,
~/'l(
WPD:a
Enclosure
('1
,.
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t
DOUGLAS LAW OFFICE
27 w. HIGH ST.
P.O. BOX 261
CARLISLE, PENNSYLVANIA 17013-0261
WILLIAM P. DOUGLAS, ESQ.
717-243-1790
FAX: 717-243-8955
EMAlL DOUGUS'lA HYmEARTflUNKJvET
ALSO ADMITTED TO
PRACTICE IN FLORIDA
CERTIFIED AS A CIVIL TRIAL ADVOCATE BY
THE NATIONAL BOARD OF TRIAL ADVOCACY
October 3, 2005
Shirley Ann Bricker V
1027 N. College St.
Carlisle, P A 17013
Judy Mae Ruch
2364 Ashburn Dr.
Lafayette, N.Y. 13084
Barbara Jean McCalister
32 Hickory town Road
Carlisle, P A 17013
Dolores Scarborough
P.o. Box 881811
Port St. Lucie, FL 34988
Linda K. Wert
3751 Wag goners gap Road
Carlisle, P A 17013
Re Estate of Helen Jane Ramp
To Whom It May Concem:
I have enclosed a copy of the Petition to Settle this Estate, which has been
filed recently.
The Cumberland County Court has requested that each of you sign the
enclosed copy of this letter as acknowledgment of receiving and accepting a copy
of the enclosed Petition. When I receive the letters from all of you, we will file
them with the court, and this estate can be finalized.
Thank you.
WPD;a
Enclosure
Sincerely,
r; \ \\
,j~a ~'~d
"S(a~Y
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DOUGLAS LAW OFFICE
27 w. HIGH ST.
P.O. BOX 261
CARLISLE, PENNSYL VANIA 17013-0261
WILLIAM P. DOUGLAS, ESQ;
717-243-1790
FAX: 717-243-8955
EMAlL DOUGU0'1A HYii.:EARTHUN7L:,NET
ALSO ADMITTED TO
PRACTICE IN FLORIDA
CERTIFIED AS A CIVIL TRIAL ADVOCATE BY
THE NATIONAL BOARD OF TRIAL ADVOCACY
October 3, 2005
Shirley Ann Bricker
1027 N. College St.
Carlisle, P A 17013
Judy Mae Ruch /
2364 Ashburn Dr.
Lafayette, N.Y. 13084
Barbara Jean McCalister
32 Hickory town Road
Carlisle, P A 17013
Dolores Scarborough
P.o. Box 881811
Port St. Lucie, FL 34988
Linda K. Wert
3751 Waggoners gap Road
Carlisle, P A 17013
Re Estate of Helen Jane Ramp
To Whom It May Concern:
I have enclosed a copy of the Petition to Settle this Estate, which has been
filed recently.
The Cumberland County Court has requested that each of you sign the
enclosed copy of this letter as acknowledgment of receiving and accepting a copy
of the enclosed Petition. When I receive the letters from all of you, we will file
them with the court, and this estate can be finalized.
Thank you.
WPD;a
Enclosure
,..,
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tid/
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DOUGLAS LAW OFFICE
27 w. HIGH ST.
P.O. BOX 261
CARLISLE, PENNSYL V ANLA 17013-0261
WILLIAM P. DOUGLAS, ESQ:
717-243-1790
FAX: 717-243-8955
EMAlL DOUGUSIA fHwEARTliUNK,lvET
ALSO ADMITTED TO
PRACTICE IN FLORIDA
CERTIFIED AS A CIVIL TRIAL ADVOCATE BY
THE NATIONAL BOARD OF TRIAL ADVOCACY
October 3,2005
Shirley Ann Bricker
1027 N. College St.
Carlisle, P A 17013
Judy Mae Ruch
2364 Ashburn Dr.
Lafayette, N.Y. 13084
~
Barbara Jean McCalister
32 Hickory town Road
Carlisle, P A 17013
Dolores Scarborough
P.o. Box 881811
Port St. Lucie, FL 34988
")
" \
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Linda K. Wert
3751 Waggoners gap Road
Carlisle, P A 17013
Re Estate of Helen Jane Ramp
To Whom It May Concern:
I have enclosed a copy of the Petition to Settle this Estate, which has been
filed recently.
The Cumberland County Court has requested that each of you sign the
enclosed copy of this letter as acknowledgment of receiving and accepting a copy
of the enclosed Petition. When I receive the letters from all of you, we will file
them with the court, and this estate can be finalized.
Thank you.
WPD;a
Enclosure
Sincerely,
r; \ \\
'~~.e~~(}:~
."
DOUGLAS LAW OFFICE
27 w. HIGH ST.
P.O. BOX 261
CARUSLE, PENNSYLVANIA 17013-0261
WILLIAM P. DOUGLAS, ESQ.
717-243-1790
FAX: 717-243-8955
EMAlL DOUC;USIA I+TwEARTHUXK"V1.;T
ALSO ADMITTED TO
PRACTICE IN FLORIDA
CERTIFIED AS A CIVIL TRIAL ADVOCATE BY
THE NATIONAL BOARD OF TRIAL ADVOCACY
October 3, 2005
Shirley Ann Bricker
1027 N. College St.
Carlisle, P A 17013
Judy Mae Ruch
2364 Ashburn Dr.
Lafayette, N.Y. 13084
Barbara Jean McCalister
32 Hickory town Road
Carlisle, PA 17013 /'
Dolores ScarborougH
P.o. Box 881811
Port St. Lucie, FL 34988
-)
; I
Linda K. Wert
3751 Waggoners gap Road
Carlisle, P A 17013
\...::)
Re Estate of Helen Jane Ramp
To Whom It May Concern:
I have enclosed a copy of the Petition to Settle t..his Estate; which has been
filed recently.
The Cumberland County Court has requested that each of you sign the
enclosed copy of this letter as acknowledgment of receiving and accepting a copy
of the enclosed Petition. When I receive the letters from all of you, we will file
them with the court, and this estate can be finalized.
Thank you.
WPD;a
Enclosure
s~~~~~~
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~
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.'
DOUGLAS LAW OFFICE
27 w. HIGH ST.
P.O. BOX 261
CARLISLE, PENNSYLVANIA 17013-0261
WILLIAM P. DOUGLAS, ESQ.
717-21:3-1790
FAX: 717-21:3-8955
EMAlL DOUGL401A H'(wEARTHUNll:JvET
ALSO ADMITTED TO
PRACTICE IN FLORIDA
CERTIFIED AS A CIVIL TRIAL ADVOCATE BY
THE NATIONAL BOARD OF TRIAL ADVOCACY
October 3, 2005
Shirley Ann Bricker
1027 N. College St.
Carlisle, P A 17013
Judy Mae Ruch
2364 Ashburn Dr.
Lafayette, N.Y. 13084
Barbara Jean McCalister
32 Hickory town Road
Carlisle, P A 17013
Dolores Scarborough
P.o. Box 881811
Port St. Lucie, FL 34988
Linda K. Wert ~
3751 Waggoners gap Road
Carlisle, P A 17013
Re Estate of Helen Jane Ramp
To Whom It May Concern:
I have enclosed a copy of the Petition to Settle this Estate, which has been
filed recently.
The Cumberland County Court has requested that each of you sign the
enclosed copy of this letter as acknowledgment of receiving and accepting a copy
of the enclosed Petition. When I receive the letters from all of you, we will file
them with the court, and this estate can be finalized.
Thank you.
WPD;a
Enclosure
l-j
I.'
J.
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1
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"
IN RE: ESTATEOF
HELEN JANE RAMP
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNA.
: ORPHANS' COURT DIVISION
: NO, 2104-0890
AND NOW, this
day of
, 2005, after a
review ofthe within Petition, the Petition to settle this estate is approved and distribution
directed as set forth in the said Petition,
This Estate is closed and Shirley A, Bricker is excused from her duties of
Administratrix of the Estate of Helen Jane Ramp.
By the Court,
J.
)1
IN RE: ESTATEOF
HELEN JANE RAMP
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNA.
: ORPHANS' COURT DIVISION
: NO. 2104-0890
PETITION FOR THE SETTLEMENT OF AN ESTATE
TO THE HONORABLE, THE JUDGES OF SAID COURT:
SHIRLEY A. BRICKER, Administrator of the Estate of Helen Jane Ramp, through
her attorneys, Douglas Law Office, respectfully represents:
1. Helen Jane Ramp, of 1000 W. South St., Carlisle, PA 17013, died testate on June
24, 2004.
2. Letters Testamentary were granted to Petitioner on October 1,2004.
3. The assets in the estate were as follows:
1.
2.
3.
4.
5.
Pharmerica, refund
Sara Todd Home, refund
Waypoint Bank, Focus Fifty Account
Commonwealth of PA, rent rebate
Carlisle Regional Medical Center Refund
Total
153.32
1 ,293.25
7,477.10
357.60
20.21
9,301.48
4. Expenditures as follows have been made on behalf of the said Helen Jane Ramp
Estate:
Funeral expenses for Minister, flowers and Memorial
William P. Douglas, Esquire, attorney fee
Register of Wills, probate fee
Register of Wills, filing fees
Department of Public Welfare
$
330.00
$ 950.00
$ 76.00
$ 50.00
$7.234.06
$8,640.06
Total expenses
5. No inheritance tax was due. A copy ofthe Notice of Appraisement from the
Department of Revenue is attached hereto as Exhibit A.
6. The said Helen Jane Ramp left her entire estate to her children under the Intestate
Laws of the Commonwealth of Pennsylvania, as follows:
Shirley Ann Bricker
1027 N. College St.
Carlisle, PA 17013
,
J'RECEIVED SEP 232005 ~
IN RE: ESTATE OF
HELEN JANE RAMP
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNA.
: ORPHANS' COURT DIVISION
: NO. 2104-0890
AND NOW, this lS It day of
o c-i .
, 2005, after a
review of the within Petition, the Petition to settle this estate is approved and distribution
directed as set forth in the said Petition.
This Estate is closed and Shirley A. Bricker is excused from her duties of
Administratrix of the Estate of Helen Jane Ramp.
By the Court,
J.
.
~tQ-A Lt J\011' ~ () CL.6 ctCLcu .
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Cumberland County - Register Ot Wllls
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 4/25/2006
DOUGLAS WILLIAM P
27 W HIGH STREET
PO BOX 261
CARLISLE, PA 17013
RE: Estate of RAMP HELEN JANE
File Number: 2004-00890
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:
6/24/2006
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,
~~~
Glenda Farner Strasbaugh
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: 4/25/2006
BRICKER SHIRLEY A
1027 NORTH COLLEGE STREET
CARLISLE, PA 17013
RE: Estate of RAMP HELEN JANE
File Number: 2004-00890
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:
6/24/2006
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,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
Register of Wi Us of Cumberland County
Name of Decedent:
STATUS REPORT tJNDER RULE 6.12
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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 wh~ administration of the estate is complete:
Yes ~_nNo 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 person~~sentative file a [mal account with the Court?
Yes 0 No M
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal r;pfesentative state an account informally to the parties in ~
interest? Yes Ii?" No 0 1>.sa.--t, 1-. ~ i. 0 ~ c::l"y.. ~,~
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c. Copies of receipts, releases, joinders and ap~val of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
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Name
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Signature
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Date:
Address
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Telephone No.
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Capacity: 0 Personal Representative
~ Counsel for personal representative
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