HomeMy WebLinkAbout05-31-12Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF Cum~g/l Lr4~J 8 COUNTY, PENNSYLVANIA
Name of Decedent:
G,
u~
Date of Death:_~ /~~ ~b~ jJ File Number: a~ V ~ ~ ~ ~U 310
Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of
the above-captioned estate:
1. State whether administration of the estate is complete :.................... Yes ^ No
2. If the answer is No, state when the personal representative
reasonably believes that the administration will be complete:
3. If the answer to No. 1 is YES, state the following:
a. Did the personal representative file a final account with the Court? ....... ^Yes ~,$No
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account
informally to the parties in interest? ............................... Yes ^ No
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be
filed with the Clerk of the Orphans' Court and may be attached to this report.
Dnte / / /~~ s(J e~0~
~ Signat a of Person Filing this Form
Capacity: ~ersonal Representative ^Coun
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[.~~ , _ _ n- Nmne of Person Filing this Form
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Form RW-l0 rev. 10.13.06 ((~~
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CERTIFICATION OF NOTICE UNDER Pa. O.C. Rule 5.6(a}
Name of Deced~
Date of Death:
Date Letters Gra
To the Register:
b
I certify that Notice of Estate Administration required by Pa._O.C. Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
J u ~v ~ a3 .1 a D :
Name: Address:
I~e~-r- M. ~lE,~/eu,ey S iLLS;~E GT. /2/2~s~3u ~, /?~!~
Cr~~Q~/L ~, lylFt~yiclC ..5'~. CEMTLQ 1~-2;v~_ CA•n~0 if,~c.~ A', I?a//
(IJ'more space is needed, attach separate sheet.)
Notice has now been given to all persons entitled thereto under Pa. O.C. Rule 5.6(a) except:
_ __
Date"~~~C oC/ ~7/D
Signa~re of Person Filing this Form
Cap//acity: ~Pecsonal Representative ^ ounsel
Name of Person Filing [his Form
'~SJfl ~~c1S~~,D:E G'a+~i2
ad~rress
h~s~~2R~~~u,4G , ~ J7//o
'717- G~z - a3o ~
Telephone
REGISTER OF WILLS
C uMBEQ ~~/ ~ COUNTY, PENNSYLVANIA
File Number. 2~ /(S - ()Q~3 (o
Form RW-08 rev. /0_!3.06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11-961
NO. CD 013232
NEWBURY ROBERT M
4518 HILLSIDE COURT
HARRISBURG, PA 17110
tom
ESTATE INFORMATION: ss-v: i s3-~ 2-s~5
FILE NUMBER: 2110-0636
DECEDENT NAME: NEWBURY VERNA G
DATE OF PAYMENT: 08/ 1 9/2010
POSTMARK DATE: 08/ 1 9/2010
COUNTY: CUMBERLAND
DATE OF DEATH: 05/31 /2010
REMARKS: ROBERT NEWBURY
CHECK#106
SEAL
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 ~ 52,575.18
I
TOTAL AMOUNT PAID:
52,575.18
INITIALS: WZ
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
TAXPAYER
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INNERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
ROBERT M NEWBURY EXECUTOR
4518 HILLSIDE COURT
HARRISBURG PA 17110
: -
pennsylvan~a ~~~~~~
DEPARTMENT OF REVENUE
REY-1547 EX AFP C12-D9)
DATE 10-19-2010
ESTATE OF NEWBURY VERNA G
DATE OF DEATH 05-31-2010
FILE NUMBER 21 10-0636
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-18-2010
(See reverse side under Objections}
A®ount Reuitted ~-
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG TNIS LINE ---- -~ RETAIN LOWER PORTION FOR YOUR RECORDS
-------------------- ---------- !--
-------------------------------------
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE -----------------
OR
__ _`. ____ _____ ______ _ DISALLOWANCE OF_DEDUCTIONS_AND
ASSESSNENT OF TAX
ESTATE _
OF: NEWBURY VERNA GFILE N0.:21 10-0636 _ ACM: __
101 _ _ _
DATE: 10-19-2010
TAX RETURN NAS: [ X) ACCEPTED AS FILED ( ] CHANCED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To ensure proper
2. Stocks and Bonds [Schedule B) C2] .QO credit to your account,
3. Closely Held Stoek/Partnership Interest CScl~edule C) [3) .00 submit the upper portior
4.
Mortgages/Notes Receivable (Schedule D) C4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E] C5) 68,04 3.10
6. Jointly Owned Property (Schedule F] C6) .00
7. Transfers (Schedule 6) C7) .0 0
8. Totai Assets cs) 68,043 10
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule H) Cq) 7.80 4.8 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) 7,804.86
12_ Net Value of Tax Return C12) 60,238.24
13. Charitable/Covernmantal Bequests; Non-sleeted 9113 Trusts [Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 60 , 238.24
NOTE: If an assessdent was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, I7, 18 and 19 will
of ALL returns assessed to date.
C15) .00 x 00 = .00
C16) ~0.?38.94 x 045 = 2,710.72
C17] _ 00 x 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due C19)= 2,710.72
TAX CREDITS:
uaswunr c+) I gM(IUHT PAID
DATE NUMBER INTEREST/PEN PAID C-)
DR 10 9n7n rnn~z~z-~
,
TOTAL TAX PAYMENT 2,710.72
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CL'R]. YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.