HomeMy WebLinkAbout08-21-12• Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF ~(Jk ~9 ~ COUNTY, PENNSYLVANIA
Name of Decedent:_~ 7~ C- ~ ~~ l~{ 1J
Date of Death: 6/()
File Number:_ ~ ~ b _ Q d 9~ `~
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:
:.,~
~z --
w ~ e- Did tie rsonal representative state an : ccount
fJ,_ ..
f'^y ; ~ infor, to the parties in interest? ............................... mYes ^ No
-- ~ c~ c,> 21! C~zp f receipts, releases, ioinders and approvals of formal or informal accounts may be
C, ~, ~ cp
v ~ r ; =.~ fi`~ h the Clerk of the Orphans' Court and may be attached to this re ort.
~x' ~= 4'' cn p
+.``' ~ ~
---.
~_:.-
~`...
Dnte l
Signnture of Person Filing this Form
~~'~~ s
~~~~~~~ ~ ~~ D`~ ~ ~
L~~4 ~ V ~f~ ~/
~ ,`~CCJ`S t7~,~~
l~bi~ ~~
~ k~~~~~u
Capacity: QPersonal Rye jpr~esentative ^ Counsel
RussFlr~ ~~ ~J14 N7U
Name ojPerson Filing this Form
Address ~'
N a~R ~69 / ~b 2s
7~ 7~~ ~'~~ 1~~-
Telephone
FormRW-/0 rev. /0./3.OG
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 8/15/2012
BARN RUSSELL R
936 WOODRIDGE
ENOLA, PA 17025
RE: Estate of BARN ETHEL E
File Number: 2010-00963
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: 9/11/2012
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
Pa. O.C. Rule t6.-.1 i2 STATUS REPORT
REGISTER OF WILLS OF ~ ~.~ COUNTY, PENNSYLVANIA
Name of
C <
~ L ~~~
Date of Death: 6/U File Number: ~ ~ b ~ Q 6 9(Q
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? ..... .
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
Yes ^ No
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 maybe
filed with the Clerk of the Orphans' Court and may be attached to this report.
Date l l
Signature of Person Filing this Forne
Capa/c~ity: QPersonal Representative ^ Counsel
R u s 5 ~ 1..~ ~~ ~ti4 !-( ~
Name ofCP~erson Filing pthi~s Form
~~~
Addrast l (~1 /rt x ~J _
1" a ` f! ~yT ~ ~U v
Telephone
NOTICE OF INHERITANCE TAX pennsytYania ~
BuREau of INDIVIDUAL TAxes APPRAISENENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP az-lo)
PO BOX 280601
HARRISBURG PA 17128-0681
DATE 08-22-2011
ESTATE OF BAHN ETHEL E
DATE OF DEATH 09-11-2010
FILE NUMBER 21 10-0963
COUNTY CUMBERLAND
RUSSELL R BAHN ACN 101
936 WOODRIDGE APPEAL DATE: 10-21-2011
ENOLA PA 17025 (SetrtHerstsiltunderObjeetions)
Amount Renitted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-----------------------------------------------
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE ---------------------------
TAX APPRAISENENT, ALLOWANCE -----------------
OR
-------_ -_ _ _,. __ ,___-- ---gLB'A~OWA#iGE--O~ DEDUCTI-ONS .AND- ASSESSMENT OE-TAX.- --- --
ESTATE OF: BARN ETHEL EFILE N0 .:21 10-0963 ACM: 101 DATE: 08-22-2011
TAX RETURN WAS: C X) ACCEPTE D AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 subwit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3,071.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule 6) (7) .00
e. Total Assets (8) 3,071.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expanses (Schedule N) (y) 2,071.OD
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 2, 071.00
12. Net Value of Tax Return (12) 1,000.00
13. Cfiarftable/Governrental Bequests; Non-elected 911 3 Trusts (Schedule J) C13) 1,00 0.0 0
14. Net Value of Estato Subject to Tax C14) .00
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. Amount of Line 14 at Spousal rate C15) .00 X 00 - .0 0
_- ab.].e_aL_L.iaga7ici„~- a rare n6)- _ _On 045 a .00
17. Amount of Line 14 at Sibling rate
C17]
_n 0 X
1 2 _
.00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 = .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
I .....~~..~ I /cci.eari I D15000NT C+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
r. rv aern eFTFR nerE rNnrrsrFn. SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
~~~ -~~~k of .
' 28 East Main Street
y Mechanicsburg, PA 17055 .
(717)766-8463
` FAX: 717-766-1340
September 29, 2011
Mr. Russell Balm
936 Woodridge Dive
Enola, PA 17025
Dear Ronnie:
' This letter is seat to acknowledge receipt of your mother's bequest to the First Church
of God in the amount'of $$40.57. For now, the check has been deposited in the general
fund account of the church. ,When a purpose for the bequest is decided, the money will
be used in Ethel's name. Some of the projects currently being considered are- repairs to
the pipe organ, replacement of tapestry in the choir loft, or for the purchase of Sunday
School supplies. If you know of a special purpose that would most please your mother,
please let me know.
Ethel was a very special lady and she is missed at the ,Church Please take care and
call if we can be of any assistance to you.
May God's peace and love be with you_
In His Service,
~~
Linda S. Berkowitz
Financial Secretary
pastor Charlie Hostetter, R. Min.
e-mail: pastor@istchun:hmbg.org
"Building Bridges to the Ccamrrtunitg~`=
Pastor Nancy Boyer
Associate Pastor for Children & Youth Ministries
cYi o
~ W Z
S
~ V~
~
~ ~
~
~
~ U
~
r-I
U1 ~
F lD
~ ~
~ ~
\
O
~ W
. ~
O
z ~ ~ o
~. ~
~.
a °°
~
~ ~ m
~~ W
a° ~aD.. ~
E $
~° ~ c Lo
##
a~
a~ ~
m o #
H
~ W
® U
r
-p
C
''^^
Vi C7
` O
z
A .n
c A _
O U
~
~, ° a ~°
t/~ ~ •
~
~
~ d ~
a
~
~
~
~ U
H
~~ x
~m"
~~a~ H
H ~
~
E
y W
* a
O
*
* },
Q w ~
~p
a o~
September 6, 2011
Russell R Bahn
936 Woodridge Drive
Enola, PA 17025
The Estate of Ethel E. Bahn Final Report
All all of the necessary forms and reports for Mom's Estate have been completed.
The Federal Taxes have been filed with no taxes due.
The inheritance tax forms are completed and confirmed with the state with no taxes due.
The required estate and trust notices were advertised in the Cumberland County Bar Law Journal.
The required estate and trust notices were advertised in the Carlisle Sentinal.
The total funds available were $3059.33
I have provided a complete listing of the final estate expenses that total $2222.22.
My expenses as executor of $295.42 are included in the estate expenses.
The balance of the funds available is $837.11 plus interest accrued for a total of $840.35.
This amount will be paid to the Church of God, Mechanicsburg per the bequest specified in the will.
There were other bequests that cannot be fulfilled because there are no other funds available.
I have enclosed copies of the Expense Spreadsheets and Statement of Assets.
ussell R. Bahn
Executor
l~ V V V 01 01 Q1 W W I-+
\\\\\\\\\ N F+
N F+ 1--' F-'
N N F~ F~ 1--~ I--~ F--+ I--' I--+ I-+ 1--~ 1--~ F-~ lD lD l~ tC t0 lC
~ U'~
V7 U7 l0
lD l0
W W \
\ N
\ \ N I--+ N O O O O O O O O\ \\\\ \ ~
\\
N
\\\
\ \
\\ !-+
l0 \
V V W \ \ \
W pp p0 \ \ \ \
N N N \ \ \ \ N N N N F-' ~--~ ~
N
O O
N N N
O O O
N N
N N O
\
\ \ \
\ \ \ N
~p ~p ~p ~p N N N 1--~ V
~p Qp Qp
~ \ V O O A
\ A e-h
~"' ~-'
~-' ~-' ~-'
O O
~
O O \
N
N N N
N N N
\ \ \ \ ~..
\ \ \ \ N \ \ \
N N N N \ (p
N
I-+ I-+
F-+ F-' I--~ N
F-' N N N N
F-' F-' O O O O O O O O N N N N N N N N O 0 0 0 0 0
N
0 N N N
0 0 0 F-+ N N
0 0 0 O O O O
1-+
'
'
+ O O O O ~-+ N N F-' N F+
F-
F-
F-
0 0 0 0 F-+ F-+ F-+ N O
0 0 0 0 O O O O O
d ~~ a o r~o 3 0 ~ o ~ s~ o ~ c 3~~
~ ~~ o ~~ 3
o ~ ~ m
'
°
' d0 - N _
~ ~
~
~- ~ m '^
o. ~ ~ ~ a ~' ~ o of D, ~ c~Di d o~D, 5' 'a -a m
c~D a ro
~ < ~o ~. m
3 m d ~
N ,.t (~ !D ,,,f ~ (D ~ ~ ~ ~ ~' i
~
~ ~ ~ ~ fD
~ O ~
O r}
nl O ~D
O fD (D
G7 fp N N
N
N N H
rr 00
N fD
N H OR1 N 00
fp ~ ~D ~
~ O1 y
~ T O
~' ~
O rp [~ ~ ~
~ O ,
TI T O
f~
y ?
r7'I
~~ = Q O
~
. cp
~ 70 ~ c ~
= L~
o °- ~ ~ ~ O 3
-~ fl- ~ a ~, W
H
' ~ • o O ' ~
fp
rt C •~
' N ~~ ~ .C
' f
p
~ = < n
O s 'i
-
OJ d H
7 n
~ O Q
fD ~
r !
7 3 0
U ~ n '
', O (D ~ O
=': O
rp ~ O
N
~ r'* C
~
rip
'C ~
O O
O O 3
,C
Sp N
fD f7 OWl ~ ~ ~ ~ e~
~ K ~ ~ ~ ~ (D ~ T N e~F
D ~ ~ = y ~ '
_ (D ~ .~ fp N (D (p - p rt
fD
~ O ~ cn
N ~ ~ fD
-I O ~ y
H O Z
O n
o~ of
< ~ ~
of of ~
~+
d (D m
H X
_
,
O ~ (D ~ ~ ~ fD n
O n ~ N (~D ~ a ~
~ o0i ~ (D ~ G7 7o ~ ~ Q Q .< O
O'~ '
C ~ < ~ ~ f~D (D ~ ~ X (~
'
~^ C
1
~ ~. 3 lD ~. *k ~ n
(p
T
~
O 7 7 rr
fD
~ fl- ~ O d O c~
i ~ ~ 0
N
F.a '+
o n n ~
~ 3 O (D (D
v v
A ~ ~ o
~ ~ ~ O ~
n
~
~ c
i
~
~ o
i
~
~ ?
~
W ~
O ~ A
w 'r
V
W
N
N
O
O A
O W
~^ F+ w
~ In w
A A F-+ N
0o w ~'
N
A w ~"'
In
A O O A N
N t/~ i/T i/- i/~ i/) t/> to i/> N i/f iA
D
0
~
o 0 0 0 0 0 0 0 0 0 0
~ ~ in ~ ~ to to yr in yr tn~ to to to tn~ to v> to
to to v- to in to tn. in to v~ in to ~
m
N X
N
N N
W N U7 U7 l~ O
U1 N
~ ~
O
N O O 00 O N O 00 O l0 V 00 N N F+ l0 C
!'7 N 00 111 01 N N N 00 00 W V FV+ N A
N
O O N O lJ'~ O O 00 O V rn V
O O O U'i 0 0 i--+ N O tp O rn A A C~ V N V V 0o V cn cn N C y
0 0 0 0 0 U't V N O V O 00 O O N o
O O O N
~ i/f i/f ~ ~ i/> ~(/~ iA t/f iA
m
N
e-F
G1
e-h
F+ ~
N
V F+ A ~'' A G1
~ Cn i
U
O (n O N 00
In A l
-+
00 {J1 Q
O N O O O O ~
O
O V ~-+
~ i/1 i/- to Vf iA N N i/1 t/~ ~(/- to
~~
~~~~~
~~~~
o
c
rn
m
N X
U~'7
W N
l0
00
lD V
00
N F+
l0 N
01 F
+
V fD
N
O C
~
O
X 0
0
0 0
N -
01 V N N 00 00 W
N V V 00 V V 1
+ N ~
lJ~ Cn N ~
0
O V
O 00 O O F"'' 00
0 0 0 F+ Q
~
~ tip x p nNi oNi c7 n N
c, .c 'e ~ < <, m ~ ~
a C ~ °? ~' ~ n n ~
m ~ ~ T o0 00 ~ ~ ~p
N
p 0 ° a p ~ a3o ao ~
~ ~ ~ d W W ~
N ~ a d rt
r: rn ~ ~ p
~ S ~ ~ ro m D
~+ ~ rt D D ~'
~ n N
fD O O A '-r '~ rt
~ Q ~ N ~ ~ N
f~D ~ ~ ~ A QW1 rt
c ~ °' N rn ~
~ ~ O lD V ~
`" 3 m
n' ~ <
a' ~ D W
~ ~ ~
c ~ ~
~ O
~, H rt
X ~ e"h
~ ~
(D .t
H
N
T
C
7
Q
Y-~
\ \
\ \ \ \
N N N N
O O O O
~+ i-+ N N
O O O O
i/f~ i/f
N 1--~
A O
lC A
Q1 W
V U7
W Q1
N W N
00 N O (!'i f--~ A
V N l0 O W U'1
Y--~ N W N Cl j],
--' N W l0 W F+