Loading...
HomeMy WebLinkAbout04-15-13 4 � Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF. COUNTY, PENNSYLVANIA Name of Decedent: Date of Death: 0 File Number: 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? . . . . . . . es ❑No b. The separate Orphans' Court No. (if any) for the personal f representative's account is: c. Did the personal representative state an account informally to the parties in interest? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Oyes ❑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. Date sign,irtu-e of Per r it g this Form Capacity: Personal Representative ❑Counsel } Cl, •ter / {l.l%. (,� ' f ,••, " Amd ijPerson Filing this Form ddi i Lo Li Z-_ all LLJ LLJ 1i t r- © = Telephone l sti g" — V Form R If-/0 rev. /0.!3.06 ( - JOHN B PETERS P/S STATEMENT OF DISTRIBUTION - TAX YEAR 2011 ----------------------------------------- DISTRIBUTION DETAIL TAX DETAIL ------------------- ---------- TOTAL VALUE OF PAYMENT $ 18,773.00 GROSS AMOUNT $ 18,773.00 ROLLOVER AMOUNT $ 0 .00 TAXABLE AMOUNT S 18,773.00 FED TAX $ 3,754.60 NON TAXABLE S 0 .00 EMP AFTER TAX CONTRIB $ 0 .00 NET UNREALIZED APPREC $ 0 .00 TOTAL ROLLOVER AMOUNT $ 0.00 VALUE OF SHARES DISTRIB $ 0 .00 NET PAYMENT AMOUNT $ 15,018.40 COST OF SHARES DISTRIB S 0 .00 IRS FORM 1099-R IS ISSUED BY JANUARY 31ST OF THE YEAR FOLLOWING THE DISTRIBUTION, OR IN THE CASE OF A REISSUED CHECK, IN THE YEAR FOLLOWING THE ORIGINAL DISTRIBUTION. THE DISTRIBUTION CODE THAT WILL APPEAR IN BOX 7 IS 4 -DEATH QUESTIONS REGARDING THE TAXABILITY OF THIS DISTRIBUTION SHOULD BE DIRECTED TO YOUR TAX ADVISOR. PLEASE NOTIFY YOUR PLAN SPONSOR OF ANY CHANGES IN YOUR ADDRESS. IF YOU DECIDE TO ROLL OVER THE ELIGIBLE PORTION OF YOUR DISTRIBUTION, FEDERAL TAX LAW REQUIRES THAT YOU MAKE THE DEPOSIT WITHIN 60 DAYS AFTER YOU RECEIVE THIS PAYMENT. SARAH WILKINSON DATE: 03/09/2011 171 SOUTH 4TH STREET PAY GRP: 356221400L STEELTON PA 17113 CHECK $: 0011042028 Date ,�/7 �7 �/• �G�/ ;EIVED OF_ /s i li( /mil i�lSO,t/ DOLLARS $ of Account Paid ;nce Due BY 2010 Profit-Sharing Plan and Trust Annual Report Feb. 24, 2011 John Wayne Torres SS#210-54-0288 This is your Annual Report of the John B. Peters, Inc. Profit-Sharing Plan and Trust for the 2010 Plan Year(January 1, 2010 through December 31, 2010)..Your account summary for the year is as follows: Total value of funds at the beginning of the 2010 Plan Year: $13,943.26 Withdrawals: $ Employer 2010 contribution: $2,467.77 End of Plan Year Total: $18,773.00 Vested Balance: $18,773.00 Please complete the beneficiary sheet that accompanies this statement. Be sure to include an accurate address and Soc. Sec. number for anyone listed. Please return by March 4, 2011. Contact me with any questions. The annual Plan update meeting will be held on March 1, 2011, at 6:30 pm, at the PSU FREC in Biglerville, PA. John R. Peters Committee Chairman John B. Peters Inc. Profit Sharing Plan