HomeMy WebLinkAbout11-28-12Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF L1~.m,~Eh)_R~l D COUNTY, PENNSYLVANIA
Name of Decedent: ~~ MA S ~. Q ~ ~ prJ l~ E LL-
Date of Death: ~ EC,. 13 ~ 02 0 / p File Number: 02.0 1 t~ - O 1 a ~ R
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 maybe
filed with the Clerk of the Orphans' Court and may be attached to this report.
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Signnture of Person Filing this Form
Capacity: Personal Representative ^ Counsel
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Form RW-!0 rev. l0.13.OG _ ,1
Thomas E. O'Donnell
File Number 2010-01278
Checking Account Annuity Account IRA Account Total
Beginning Balance $
Investment Gains $
Nursing Care Expense $
Funeral Expenses $
Executor Fee $
Probate Fees $
Tax Return Preparer Fees $
Estate Notice $
State Inheritance Tax $
Inheritance Tax Filing Fee $
Distribution:
Deborah 0. White
Renee M. Rumberger
Timothy M. O'Donnell
Todd D. O'Donnell
Ending Balance
74,159 $ 99,961 $ 53,940 $228,060
233 $ - $ - $ 233
(2,686) $ - $ - $ (2,686)
(11,589) $ - $ - $ (11,589)
(5,000) $ - $ - $ (5,000)
(269) $ - $ - $ (269)
(200) $ - $ - $ (200)
(178) $ - $ - $ (178)
(8,903) $ - $ - $ (8,903)
(15) $ - $ - $ (15)
$ (11,388) $ (24,991) $ (13,485) $ (49,864)
$ (11,388) $ (24,990) $ (13,485) $ (49,863)
$ (11,388) $ (24,990) $ (13,485) $ (49,863)
$ (11,388) $ (24,990) $ (13,485) $ (49,863)
$ - $ - $ - $ -
NOTICE OF INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP c12-lo)
PO BOX 280601
HARRISBURG PA 17128-0601
TODD D ODONNELL
1855 GOOD HOPE ROAD
ENOLA PA 17025-1234
DATE 12-12-2011
ESTATE OF ODONNELL THOMAS E
DATE OF DEATH 12-13-2010
FILE NUMBER 21 10-1278
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-10-2012
(See reverse side under Objections)
Aaount Re~itted r -~
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 ~
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
- DISALLOWANCE. OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ODONNELL THOMAS EFILE N0.:21 10-1278 ACN: 101 DATE: 12-12-2nI)
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 74,158.8 9
6. Jointly Owned Property (Schedule F) ~6) .00
7. Transfers (Schedule G) C7) 153, 901.12
8. Total Assets C8) 228 , 060 . O1
APPROYED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~y) 17.26.1
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10). 2,6 95.00
11. Total Deductions X11) 19,931.11
12. Net Value of Tax Return Clp) 208, 128.90
13. Charitable/Governmental Bequests; Non-elected 4113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 208, 128.90
NOTE: If an assessoent 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 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 2n8.128.90 x 045 = 9,3
65.80
17. Amount of Line 14 at Sibling rate (17) .nn X 12 = .
.00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due C19)= 9,365.80
TAX CREDITS:
YATNtNT RECEIPT --- DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
03-01-2011 CD014067 463.16 8,800.00
07-29-2011 CD014778 .00 102.66
TOTAL TAX PAYMENT 9,365.82
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
- IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.