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Home My WebLink About05-21-13 Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF ��, � COUNTY, PENNSYLVANIA Name of Decedent: � / JOl✓1 e ��"t/�✓1 Date of Death: —10—ao File Number:_ — Z/——.0 r70,5- Pursuant to Pa. O.C. Rule 6.12, 1 report the following with respect to completion of the administration of the above-captioned estate: i 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . . Yes No 1 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 representative file a final account with the Court? . . . . . . . ❑Yes 93No 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . leYcs ❑No d. Copies of receipts,releases,joinders and approvals of formal or informal accounts maybe filed with tffh}}e Clerk of the Orphans' Court and may be attacheed�to this report: Date ii Signature of Person Filing This Form ^� Cap ity: Personal Representative OCounsel Y C SS e l i t � Name of Person Filing this Form ` 1,2 � o r_t4rt/fv\ �? U4 11-4 ,� 0 Q Addres}' ,:3 E;; � W � � m ° Telephone v Form RSV--10 rev.10.13.06 r ` COMMONWEALTH OF PENNSYLVANIA REV-1 162 EX{11-38} DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES - OEPT,280601 HARRISBURG,PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 014738 DIVEN RUSSELL T 128 CURVIN DRIVE HARRISBURG, PA 17112 ACN ASSESSMENT AMOUNT CONTROL NUMBER ------ Iola --------- -------- 101 $10,000.00 ESTATE INFORMATION: SSN: 196-22-3362 FILE NUMBER: 2111 -0705 DECEDENT NAME: DIVEN BETTY JANE DATE OF PAYMENT: 07/20/2011 POSTMARK DATE: 07/20/2011 COUNTY: CUMBERLAND DATE OF DEATH: 06/10/2011 TOTAL AMOUNT PAID: $10,000.00 REMARKS: CHECK# 1006 INITIALS: HMW SEAL, RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS TAXPAYER t ' COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES OEPT,280601 HARRIS8URG,PA 17128-0801 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 015649 DIVEN RUSSELL T 128 CURVIN DRIVE HARRISBURG, PA 17112 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- rola 101 J $212.66 i ESTATE INFORMATION: SSN: 195-22-3362 J FILE NUMBER: 2111-0705 J DECEDENT NAME: DIVEN BETTY JANE J DATE OF PAYMENT: 03/02/2012 J POSTMARK DATE: 03/02/2012 J COUNTY: CUMBERLAND DATE OF DEATH: 06/10/2011 J TOTAL AMOUNT PAID: $212.66 REMARKS: CHECK# 1015 INITIALS: HEA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS TAXPAYER i • 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 C12-11) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 02-28-2012 ESTATE OF DIVEN - BETTY J DATE OF DEATH 06-10-2011 FILE NUMBER 21 11-0705 COUNTY CUMBERLAND RUSSELL T" DIVEN ACN 101 128 CURVIN DR - APPEAL DATE: 04-28-2012 HARRISBURG PA 17112-2930 (See reverse side under Objections) Amount Remitted , MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS REV-"1547 EX AFP (12-11) NOTICE "OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANUE: OF "DEDUCTIONS AND-ASSESSMENT-OF--TAX ESTATE OF: DIVEN - BETTY JFILE NO. :21 11-0705 ACN: 101 DATE: 02-28-2012 TAX RETURN WAS: C X) ACCEPTED AS FILED C ] CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1) 117,758.00 NOTE: To ensure proper 2. Stocks and Bonds CSChe tlule B) (2) 6,298.30 credit to your account, submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this form with your 4. Mortgages/Notes Receivable (Schedule D). C4) •00 tax payment. 5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) C51 4,317.33 6. Jointly Owned Property (Schedule F) (6) 41,041 .12 7. Transfers (Schedule G) C7) 79,749.69 8. Total Assets (8) 249,164.44 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 9.218.00 10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO) 1 .303.98 11. Total Deductions (11) 10,521.98 12. Net Value of Tax Return (12) 238,642.46 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 238,642.36 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 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 238.662.36 X 045 = 10,738.91 17. Amount of Line 14 at Sibling rate (17) -nn X 12 .00 18. Amount of Line 14 taxable at Collateral/Class B rate CIS) .00 X 15 = . 00 19. Principal Tax Due C19)= 10,738.91 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 07-20-2011 CDO14738 526.32 10,000.00 INTEREST IS CHARGED THROUGH 03-14-2012 TOTAL- TAX PAYMENT 10,526.32 AT THE RATES APPLICABLE AS OUTLINED ON THE 1BALANCE OF TAX DUE 212.59 REVERSE SIDE OF THIS FORM JINTEREST- AND PEN. .07 TOTAL DUE 212.66 IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE FOR CALCULATION OF ADD&IONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. 1 pennsylvania I& BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION REV-1607 EX AFP (12-11) PO BOX 280601 STATEMENT OF ACCOUNT HARRISBURG PA 17128-0601 DATE 04-02-2012 ESTATE OF DIVEN BETTY J DATE OF DEATH 06-10-2011 FILE NUMBER 21 11-0705 COUNTY CUMBERLAND RUSSELL T DIVEN ACH 101 128 CURVIN DR HARRISBURG PA 17112-2930 Amount Remittetl MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS +— ' REV-1b07-7EX AFP 11 ; INHERITANCE TAX STATEMENT OF ACCOUNT *;; ESTATE OF:DIVEN BETTY J FILE NO. : 21 11-0705 ACH: 101 DATE: 04-02-2012 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-21-2012 PRINCIPAL TAX DUE: 10,738.91 PAYMENTS (TAX CREDITS) : PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-20-2011 CDO14738 526.32 10,000.00 03-02-2012 CDO15649 .00 212.66 TOTAL TAX PAYMENT 10,738.98 BALANCE OF TAX DUE .07CR INTEREST AND PEN. .00 TOTAL DUE .07CR IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l S S FAMILY SETTLEMENT AGREEMENT Betty J. Diven Estate We,the Beneficiaries of Betty J. Diven have been informed of the administration and final settlement of the Estate as witnessed below. We agree with the distribution of assets and release the Executor, Russell T. Diven, from any personal liability. Should any debts or liabilities surface after distribution of assets, each beneficiary or their heirs,will return sufficient share to cover said debts or liabilities. sell T. Diven Executor Notary ?tc Scott A. Diven Notary-(4^mtsspo. '-----Debra D. Bowman Nofary g2WjQME NOTARIALSEAL LINDASAWYER,Notary Public Camp HV16M,CWftMnd GW* [MY CWMftS1M EONFebrtM12,2 MS File 21-11-0705 RECEIPT FOR PAYMENT GLENDA FARNER STRASBAUGH OCumberland County - Orphans Court Receipt Date : arlislrthouse17�13r3387 9/13/2011 Receipt Time : 10 :47 : 32 Receipt No. : 1046675 DIVEN BETTY JANE File Number: 2011-00705 _ Paid By Remarks : RUSSELL DIVEN HMW ---------- ------ --- Receipt Distribution Fee/Tax Description Payment Amount FAMILY SETTL AGREE Payee Name Check# 1013 ---------------- CUMBERLAND COUNTY GENERAL FUN Total Received. . . . . . . , $20 . 00 $20 . 00