HomeMy WebLinkAbout03-1041
PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
Estate of DDNAJn S- Pi Ill, I No. ~I-oa-/oc..ll
also known as To:
Register of Wills for the
Deceased. County of in the
Social Security No. ilaS'-"?Y - ,'J 763 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older, appl W,S for letters of administration
on the estate of
(d.b.n.; pendente lite; durante absentia; durante minoritate)
the above decedent.
S
. Decendent was domiciled at death in Cum f. r=- ~ LA 1\) 0 County, Pennsylvania, with
hI" last family or principal residence at d~d 1<,1).O~I1~ \( "Rt:JA-Y) BL:>jfbUl.l~ of.SHIPPE"iUSBIl~
(list street, number and municip~lity)
Decendent, then 7 I years of age, died ,\L1l'{ ,iD , -W...:2/M 3 ,
at ~d..3 RO)(~il r~ 'K 0 AD ) ~Ot'{)ll&l-1 of ~-:S\+IPPF:r\}S (<11';:6-
Decendent at death owned property with estimated values as folllows:
(If domiciled in Pa.) All personal property $ IIJnOD
(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 h~ ascertained that decedent left no will and was survived by
the following spouse (if any) and heirs:
Name Relationship Residence \ 7 ;].57
PEru S8ue.6) pA
URer} PA t 7SL/;).
HERS(3ue<s,mO
J o'S'7 7
YlAl':.IU VI~ fA
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'N) PA- 17053
THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the /7370
appropriate form to the undersigned.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF C u..m:AE ~ LA f\JD
. ~ .
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 ...__.4
representative(s) of the above decedent petitioner(s) will well and
truly administer the estate according to law.
aff{~~ and f ~/~~ "...,
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egister l till
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No. ;2..1 - 021 -/04 ,
Estate of 1) tH\J A 1- D S. P Jf11f' I , Deceased
.
GRANT OF LETTERS OF ADMINISTRATION
AND NOW ;:)2,(l Ji ("(I ). )...Q J1 . It H~, in consideration of the petition on
the reverse side hereof, s tisfactory pr of having been presented before me,
IT IS DECREED that
is/are entitled to Letters Administration, and in accord with such finding, Letters of Administration
~e b"eby "anted t01 ~ ~ q~ ~~:
In the estate of t\. j. n. ' :2 I 1
~1\.~I~~~~
egister of Wills. ~
FEES P. P~Rk\r\H 34 34 J.
Letters of Administration ..... $ 50 . CD tl Av I D
Short Certificates( ).......... $ ~~ . <:P ATTORNEY (Sup. Ct. l.D. No.)
Renunciation ................ $ 15.00 ~ "I A '\IV! fS (\ <R1' i .E:. ~ \-\ I f'flf: 11103~) PA
~~p $IO.{)()
TOTAL _ $ ll?"l!>'.ou ADDRESS n'ds'1
Filed J...,). :-.1.$'.-: ~AC?3..... A.D. 19_ l1/1J lo5K' -Lo5 '3 \
ffi~l ~ ~ PHONE
19- - 18", 0\.0<> 3
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (71 7) 240-6345
Date: 6/15/2005
PINCI JEAN
222 ROXBURY ROAD
SHIPPENSBURG, PA 17257
RE: Estate of PINCI DONALD S
File Number: 2003-01041
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: 7/30/2005
Your prompt attention to this matter will be appreciated.
Thank You.
r~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
~
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 6/15/2005
PINCI JEAN
222 ROXBURY ROAD
SHIPPENSBURG, PA 17257
RE: Estate of PINCI DONALD S
File Number: 2003-01041
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: 7/30/2005
Your prompt attention to this matter will be appreciated.
Thank You.
ffb:e~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
~
H1D5,905MS REV.(OI/03)
This is to certifY that this is a true copy of the record which is on file in the Pennsylvania Division of Vital Records in accordance
with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
~ II~
Charles Hardester
State Registrar
0381498 SEP 0 3 2003
No. Date
H105. 143 Rev. 2117 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
PAINT S'TATE FILE NUMBER
.
'MENT NAME OF DECEDENT IF",.. Middle. Las, SEX SOCIAL SECURITY NUMBER DATE OF OERH IMCf'Iltl. Or,. "..)
K_ ,. Donal.d S. Pinei 2.Mal.e 3- 168 - 24 .. 7-30-03
AGE (l. BitIhOay) UNDER 1 YEAR 1.JtCE:RIDM BIRTHPlACE (Ctv <and PlACE: OF' DERHfOoeck 0f'Ity 0t'8 ~ .nstructoClOS on othef SIdlM
- 1 Doyo -- ........ StaleOffcre.gnCOl..f'llryt HOSPf1;\L
71 y,., ! 7. EnClll.a, PA _0 ::",0
5. ...
a COUNTY OF 0E.0VH FACIlJTY NAME (If no!~. gMt'HI and numberl
~I ... Cumberl.and ...
DECElJENT'SUSUAlOCC~ IlAMALSWUS._ SUlMVI<IG SPOUSlI!
(~-=:~~~::r --.- Cl... ~mMIIn lWneJ
-1Sl>ec"Yl
. UL Trainman .... Conrail. ,.. Married ,5. Jean Pyteher
llECEIlENT'S MAIUNG"DDAESS_~."""lipc-. DECEDENT'S ,70.0 ___..
. ACTUAl. 07.._ DId ....
222 Roxbury Road AESIOENCE -
-....no ......
,.. Shippensburg, PA 17257 -- Cumberl.and -' ,d ::...""=:".:::'.. Shippensburg
,111. -
RIPlER'S NAME {F'.... _.lJlOII YOTHER'S NAME: (Fiql Mickle. MlIQnSurIWMl
,. Guissipe Pinei ,'- Jenovanana DePal.o
INFOIlIlAHT'SNAMEcr_ INFORMANTSMAlUNGAIlOAESS_,~_lipc-.
Jean Pinei ~ 222 Roxbury Road, Shippensburg, PA 17257
PlACEOFOISPOSITION._oI"-Y."'- LOCR1OH......-.. _. Z1p~
___0 ..ou. __
2'" Carl.ilill.e. PA 17013
..
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DUE 1010A AS" CONSEQUENCE llfI, I
I
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DUE 10 COR AS A CONSEOUENCE OF):: l
weRE AU10PSY FINDINGS MANNER OF DEATH DATE OF INJURY TIME OF INJURY INJURY AI WORK? DESCfUBE HOW IHJURYOCCUAfIED.
-...aE PflIOlllO -aoy. -.,
COMPlETlOH OF CAUSE - ~ 0
OF 0ERH1 - ....0 ...0
- "-- 0
...Jf!f ...p 0 o PlACE OF INJURY ..._, _. ,,_......._ M.
....0 - Could noI be determined
-....-
-. 2t. -
C8IT1'IEII1~""_
.CERTFYINO PftYSICWrI (PhysDencerllfwingcausef:JdnIh wtlert ~ physic.., has pronounced deaIh anocornpleled nem 23)
lO.............,..............occurNd........C8UM(.)...........,.,............... _..................................... ......
.1'fIONOUNCINQ AND CERTIFYING PtIYSICIAII ~ boIh pronounc.-.g de8Ih ~certIfyIng 1Oca,se 01 deaI't)
10......... at MY knowIMp, dH;th occurred......... elM,..... pIKe, and due"'lfMl CauM(') and manner........... . .., . , . . . , , . . . . . . . ., . . , .
.1IEDICAl. EllAIIINERICOROHEA
On the baie of ..amindon and/or invest......, in my opinion, de..h occurred .. UM time. dale. and pIKe, 8nd due 10.... C8U..(.) and
............lIated...."............................... . ..............................
31..
REGISTRAR'S SIGNATURE AND NUMBER I 21/ ,"'l-I ;;:rr
34. Jt: b CJ tJ..3
;) j- D3- IOY' {
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RENUNCIATION
.,;)..1 - 0 ~ ., 10'-11
In Re Estate of -nO N ~ \... \) ..s ~ P \ N ~ \ deceased.
To the Register of Wills of c:. u.........~ E R L. ~ N b County, Pennsylvania.
1)0,,", F\l...O '1), p, N c:, f # .'B~' ~N M... p\ N~\
The undersigned CRF\\GS.P\ NCl I\f\b '::rE"~t:\. ~. K.12:~E~ C:H. ",-t:>':rLtl
the above decedent. hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
a~ t-\t)~N \~R~~\ ~N \N \~E. 17~~'q""Et'\~~~S.~INC'
be issued to cr-.e."~. P \ N ~ \ .
WITNESS ~l.>~ han~his }3 ~ay of ~\..~~ 19:-A.o-Q 3
fJ-u f) ~ L
""'DO"~)..~ ~. ~\~~\ (Sianature)
~~~;!;iJj-frJ. B..t'l... ( ISoX' S8l.})
mldd(ebvrj I fl/- II 8"'12..-
(Address)
...
r1053
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"'B ~\ fI'\ . ~ I N,- \ (Signature)
r5IJ J~oc.-~ W",./2J. 6<<JJ~(.s ~tup UO ~ 7
(Address)
C~S Ik
~ R" \ C; S. P I file. \ (Signature)
'?I5"" J c:ktn't>rIVe. Y01'k Haven 'FA- i 731D
(Address) J
In the Court of Common Pleas of Cumberland County Pennsylvania
Estate of Donald S. Pinci, deceased : Office of the Register of Wills
.
.
Deceased . File No. 2003-01041
.
.
.
. PA No. 21-03-1041
. PRAECIPE FOR WITHDRAWAL OF COUNSEL FOR ESTATE
REGISTER OF WILLS
Please mark my appearance for the Estate of Donald S. Pinci, deceased, as withdrawn.
January 29,2004 g~ (;7 G:M
David P. Perkins
Attorney 1.0. No. 34342
I hereby consent to the withdrawal of David P. Perkins as counsel for the Estate of Donald
S. Pinci. Please send any future correspondence concerning the estate directly to me at the
following address:
Jean Pinci
222 Roxbury Road
Shippensburg, PA 17257
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Jean Pinci, Administrator
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L t: lid 02 B3J W.
SW{},
10 ~?l.'
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: POrld/d "3'. 'l;t1 ~ i
Date of Death: 7/~1 ~y
Will No. Admin. No. ~ c:;1 c;J 3- c:::J 10 ~/
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on
Name Address
~/ .-12~ j~ ,;2.;1;1 ~ ~~4, T/J 112-j-;7
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: Q)/9/o st
Signature 9--ed~ d~-<,--
Name ~~~~ Je c2 /) ,"/J.
I-i /l Q.. I
Address ~~~ ~~
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Telephone V11) ~S-,'?:7 - 6 9.,z1
S l: [" d 6 L (NW VO.
Capacity: ~ersonal Representative
_Counsel for personal representative
........
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.
EV-15QO EX (6.00) REV-1500
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER
DEPT. 280601 o1-L-J) 3 1!i~~l
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
I- Ibq - 02. 2)3
z
w
C THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
W REGISTER OF WILLS
U
W SOCIAL SECURITY NUMBER
C J'7lJ - ~b-
w ffi 1. Original Return D 2 Supplemental Return o 3, Remainder Return (date of death prior to 12-13-82)
I-
~:$(/) o 4, Limited Estate o 4a. Future Interest Compromise (date of death after 12-12-82) o 5. Federal Estate Tax Return Required
UO::~
wQ.u
J:OO o 6. Decedent Died Testate (Attach copy of Will) o 7. Decedent Maintained a Living Trust (Attach copy ofTrust) 8. Total Number of Safe Deposit Boxes
uD::...J
Q.lD -
Q. D 9 Litigation Proceeds Received D 10. Spousal Poverty Credit (date of death between 12.31-91 and 1-1.95) D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
c(
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w COMPLETE MAlllNGADDREe R J
c A3vrJ. /?X 41"7 .
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(/) -:5hi fpens <<r~;, PA
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0::-
0:: TELEPHONE NUMBER
0 -53:J-...tJQJ-1
u 1 I,~.s 7
... ~ .,.,..
1. Real Estate (Schedule A) (1) 0 :::)
~
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)
Z (Schedule E) , )
0 6. Jointly Owned Property (Schedule F) (6) )
!;;( -." ; -
o Separate Billing Requested -"-1
...J (7) {,qL/8', L/l
~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
!:: (Schedule G or L) ~qLff. Lfi
11. 8. Total Gross Assets (total Lines 1-7) (8)
<t ~Og).-
U 9. Funeral Expenses & Administrative Costs (Schedule H) (9)
W
0:: (10)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ~D~ J. -
11. Total Deductions (total Lines 9 & 10) (11)
12. Net Value of Estate (Line 8 minus Line 11) (12) 0
13. Charitable and Governmental Bequests/See 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) 0
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
Z 15, Amount of Line 14 taxable at the spousal tax D 0 0
0
~ rate, or transfers under Sec. 9116 (a)(1.2) x.O _ (15)
~ 16. Amount of Line 14 taxable at lineal rate x .0_ (16)
~
11. 17. Amount of Line 14 taxable at sibling rate x .12 (17)
:E
0 18. Amount of Line 14 taxable at collateral rate x ,15 (18)
U 0
g 19. Tax Due (19)
20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
-
Decedent's Complete Address: .
.
I STREET ADD~SS ~ ~ ~ I( 0 Xl\ UI\Jf R.IJ
I STATE PA- I ZIP/Y\f
CITY ,~ t.r
Tax Payments and Credits: 0
1. Tax Due (Page 1 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount 0
Total Credits (A + B + C ) (2)
3. InteresUPenalty if applicable
D. Interest
E. Penalty 0
TotallnteresUPenalty ( 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) 0
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0
A. Enter the interest on the tax due. (5A) D
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
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.......................................................................................... D ~
b. retain the right to designate who shall use the property transferred or its income; ............................................ D
c. retain a reversionary interest; or. .......................................... ................ ............................................ ................... D ~
d. receive the promise for life of either payments, benefits or care? ...................................................................... D Gr'
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death f
without receiving adequate consideration? .............................................................................................................. D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D
4. Did decedent own an Individual Retirement Account,~r other non-probate property which
contains a beneficiary designation? ........................................................................................................................ ~ D
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 statements, and to the best of my knowledge and belief, it is true, correct and complete,
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
ADDRESSJJ J.. ,oA 11JS 7
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
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. 99116 (a) (1.1) (in.
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. 99116 (a) (1.1) (ii)
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive paren'
or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(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. S9116(a)(1.3)]. A sibling is defined, under Section 9102, as al
individual who has at least one parent in common with the decedent, whether by blood or adoption.
~_.._-"
"~"'Oti"',., '* SCHEDULE G
INTER-VIVOS TRANSFERS &
COMMONWEALTH OF PENNSYLVANIA MISC. NON-PROBATE PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF V,NCI , FILE NUMBER
DoNA t.,D d./- 0 3 -I Ol/ I
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF
ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RElATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE
ATTACH A COPY OF THE DEED FOR REAL ESTATE.
NUMBER VALUE OF ASSET INTEREST flF APPLICABLE)
1. Con ~eC.o 4nnt,tlty A~SIAfanc(.., 3000.'- fo '1 '-fK, \j"t
um pM! y- Co n tract it: ~ N ft' 9 71 ~ q qL/'t.l/1 IlJD '/.
fJrl' N PA sr
Po f3() x, JqgrO
Car IVttt IN tf6o~).. - JtjJ'O
ph,; tU /-fb~ -5ff-d)rf-
TOTAL (Also enter on line 7, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99) .
. .k SCHEDULE H
".' ,.-
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF PIN CI I OdNAt-P FILE NUMBER
S () I -- 03 - DIu l/ I
.
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES: ~
1. h~eJ{aJfjtr &ider HodIL - J hh1 IA /1Jr7 ~ 7 ;;/j -
;;J.. CtJp,w~ Vt~- ofP! !f4vG bK'[: -
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 Da V/{Il (J p.er 1t1M- (pro, -
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
C,untbflf {p~ ~ ~/~kr of /IJ .'//1- bK.-
7.
TOTAL (Also enter on line 9, Recapitulation) $ 10'1J.--
(If more space is needed, insert additional sheets of the same size)
REV-15~3 EX+ (9-00)
. SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF p"Je , f)rJk&D r FILE NUMBER
;).1-(J3 --OloL/ I
,
. 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)]
1. JeJln PIllet Spo~ 100 ,/t
d ;).d- 1<.0;( b I),Vlf 0A
Shb1 P4 J 1;)-6 7
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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA *'
DEPARTMENT OF REVENUE
BUREAU OF iNDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISIDN
PO BOX 280601 APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
HARRISB~G, PA 17128-0601 OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 EX AFP (09-041
DATE 11-29-2004
ESTATE OF PINCI DONALD S
DATE OF DEATH 07-30-2003
FILE NUMBER 21 03-1041
)c;oUHTY: CUMBERLAND
JEAN PINCI --"CN - 101
222 ROXBURY RD I Allount Rellitted I
SHIPPENSBURG PA 17257
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 ~
REY=i5'4-j-EX--AFit-foY=03Y-N[)i"YCE--OF-YNHEififAifcE-i"-Ai-APPRA-isEifENT~--A[.iowAifCE-(fli------------- ----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PINCI DONALD S FILE NO. 21 03-1041 ACN 101 DATE 11-29-2004
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
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,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 subllit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this forll with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00 tax paYllent.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 9,948.47
8. Total Assets (8) 9,948.47
APPROVED DEDUCTIONS AND EXEMPTIONS: 8,082.00
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) llO) .00
11. Total Deductions (11) 8.082 00
12. Net Value of Tax Return ll2) 1,866.47
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) ll3) .00
14. Net Value of Estate Subject to Tax ll4) 1.866.47
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate ll5) 1,866.47 X 00 = .00
16. Allount of Line 14 taxable at Lineal/Class A rate ll6) .00 X 045 = .00
17. Allount of Line 14 at Sibling rate ll]) .00 X 12 = .00
18. Allount of Line 14 taxable at Collateral/Class B rate ll8) .00 X 15 = .00
19. Principal Tax Due ll9)= .00
TAX CREDITS:
R~_~~' l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00 dv...
TOTAL DUE .00
lIE 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 t
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) \J .
.
RESERVATION: 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.
PURPOSE OF
NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (12 P.S.
Section 9140).
PAYMENT: 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 MILLS, AGENT
REFUND (CR): 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.Da.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).
OBJECTIONS: 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.
ADMIN- C) Appeal to the Orphans' Court.
ISTRATIVE
CORRECTIONS: 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.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5Z) discount of
the tax paid is allowed.
PENALTY: The 15Z 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-participation
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: 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 (6Z) 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 2004 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
An ~ ~ n!8-1991 ~ :oornir ~ ~ .~
1983 16Z .000438 1992 9Z .000247 2002 6Z .000164
1984 llZ .000301 1993-1994 n .000192 2003 5Z .000137
1985 13Z .000356 1995-1998 9Z .000247 2004 4Z .000110
1986 10Z .000274 1999 n .000192
1987 10Z .000274 2000 n .000192
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NU"BER 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.
REV-1470 EX (6.88)
'. INHERITANCE TAX
. EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
PINCI,DONALD S 2103-1041
REVIEWED BY ACN
Kathryn Harbilas 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
G Annuities are fully taxable with no exclusion.
ROW Page 1
.
CLAIM FORM
ORPHANS' COURT DIVISION OF
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
GEORGIA PINCI 21-03-1041
ESTATE OF NO.
Notice of claim by BOSCOV'S
2023.26 filed pursuant to section 3384, Probate, Estates and
in the amount of S Fiduciaries Code Laws of 1972, Act No. 104 effective July 1, 1972 as amended.
Date 19_
TO TH~ CLERK OF THE ORPBANS' COURT DIVISION, 9441 LBJ r8F..EWAY
Lock Box :)
Enter the claim of ROSCOV'S Dall~!'l.,n; f5243
(Claiman~ and Address)
in the amount of S 2023.26 against the above entitled Estate. The decedent
who resided at died on 8/7/04
(Address} (Date}
Written notice of said claim was given to JEAN PINer
(Personal Representative or Counsel)
222 ROXBURY RD., SHIPPENSBURG PA 17257
at on
(Addrese) (Date)
The basis of aforesaid claim is as follows: (Itemi%s fully to enable personal representative
to make proper investigation).
Acct.#3787095
I
"."..
-',-1
- ,"
': .,J
ClaLmant's Counsel .,.-
W
(Name)
9441 LA) FREEWAY
(Address} LoOObtiU
Dallas, TX 75243
.
-
PROBATE COURT
Cumberland County, State of Pennsylvania
Georgia Pinei, Deceased
Case #21-03-1041
Proof of Mailinq
I mailed the creditors claim to the fiduciary (and attorney, if applicable) as
follows:
I deposited a copy/copies of tte claim with the United States Postal Service in
a sealed envelope with the postage fully pre-paid. I used first-class mail. I
am employed in the county where the mailing occurred. The envelope(s) was/were
addressed and mailed as follows:
Ms. Jean pinei
222 Roxbury Rd.
Shippensburg, PA 17257
Date of Mailing: cV~/
County of Mailing: Dallas, Texas
I declare ty of perjury that the foregoing is true and correc~.
Date.:
for
BOSCQv'S
P.O. Box 741026
Dallas, TX 75374
Page: 1 'Document Name: BARBARA CASSIDY
_.~.- - -.-- ~---_._-_._---~_._- --
MSD FORM Deceased Account Read Mode Line:l
1
Author: MATTHEW STAMM 2
Form Completed: 6-0ct-04 4: 07 3
Approved: 6-0ct-04 6-0ct-04 4
5
Customer Name: PINCI, GEORGIA 6 ().
Account Number: 3787095 7
Account Balance: 2,023.26 8 -
-- - - -- ""-
.- -
STATUS REPORT UNDER RULE 6.12
Name of Decedent: AI tTt(.LL-I"A, A 12-.----?~~ '
~ate of Death: 7I3o~' 3
.\\~
WrltNo.: ;).., 0 (J :,- d' 1 0 'f I L\a.~ll.l~v..
Pursuant to Rule 6.12 of the Supreme Court OrphaIls' COUli Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State ""hether administration of the estate is complete:
Yes Q\l No 0
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. I is Yes, state the following:
a. Did the personal .fljresentative file a final account with the Court?
Yes _ No.
b, The separate Orphans' Court No. (if any) for the personal representative's
account is: -
c. Did the personal representative state an account informally to the parties
in interest? Yes J;J No 0
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.
Date: Wid? sft:~ -f2xA'~
J~CL"1 ?, 1]"- i
Name
)-.7-2- ~~ tZc.
Addres/dlvlJ / P JP. 17 2- ':J- 7
717 - 5' 32- . I.., 1.1- I
Telephone No.
Capacity: n Person2.1 Representative
o Counsel for personal representative
J