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HomeMy WebLinkAbout04-1142 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION also known as ~ To: Register of Wills for the Deceased. County of (.~c,-~'v, Xo'~'.~.\,~,'.'x~vt', in the Social Security No. ,~)t'T:~. -~ © Z~_~" Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, appl for letters of administration on the estate of (d.b.n.; pendente lite; durante absentia; durante minoritate) the above decedent. death in ( c..--',xXoe~---~C-o\c'r( County, Pennsylvania, with Decendent domiciled was at last family or principal residence at /g/'~- ~ --[~..,:,~,~"P~,.~4 ~?,~,~ V~'~cV, ac',:~z~.k-.,a h 3 (list street, number ano llnunicipafity) Decendent, r~h.en ~'].~- yearsof age, died l'~ec~-'~,xh3,2,o, q Decendent at death owned property with estimated values as folllows: (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: Petitioner _ after a proper search ha % ascertained that decedent left no will and was survived by the~f~llowing spouse (if any) and heirs: c,> _Name Relationship Residence ~HEREFORE, pelitioner(s) respectfully request(s) the grant of letters of administration in the appropriate form to the sndersigned. OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF ~ LUqq ~ Eqq k/~q~' D f ss The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. before me this - day o' j No. Itq2_ Estate of --F'~i)'~/ L. Wh L~'~ ~ , Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW ~-C~c~f~ B~::~:~[ '~ ~'"'~ ..... in consideration of the petition on the reverse side hereof, satisfactory proof )~a~ing been pre~ented before me, 1T IS DECREED that ~entitled to Letters of Administration, aad in accord with such finding, Letters of Adminislrafion are hereby granted to ~CH~L in the estate of r~D~ Letters of Administration ..... ...... PHONE chanicsburg PA 17055 eral Home Mechanicsbum December 9, 2004 6375 iasehore Road, Suite iCl Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 02/28/2005 WALUNAS MICHAEL P 15 HOGESTOWN ROAD MECHANICSBURG, PA 17050 RE: Estate of WALUNAS TRUDY L File Number: 2004-01142 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.6 (a) in the above captioned estate. 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 ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing is due by: 03/24/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~F=!::s:;t Clerk of the Orphans' Court cc: File Counsel Judge JRDlJune 30, 1992/17858 :Y RECEIVED APR 19 m In Re: Estate of TRUDY L. W ALUNAS Late of SILVER SPRING TOWNSHIP ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYL VANIA Estate No,: 21-04-1142 NO. 21-2004-1142 NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT ORPHANS' COURT RULE Personal Representative: MICHAEL P. W ALUNAS Counsel for Personal Representative: Date of Grant of Original Letters: 12-14-2004 Date of Delinquency Notice: 03-24-2005 The undersigned, Glenda Farner-Strasbaugh, Clerk of the Orphans' Court, in accordance with Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas ofCumberJand County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on MARCH 24, 2005, and that the ten (10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e) the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 04-18-2005 /L~ ~j u/J;~~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File -.l. , ,,~ " d..LA<P 3 dl..o If} '5 A hearing is scheduled for -r~ I tJ-- - - - at f/;3:;/Jljn Courtroom No.3. Ifthe Certification of Notice is fil hearing will automatically be cancelled. r-'I Ll"J cO IT! IT! L-.'.~' l"'- ;( l"'- Ll"J lnforrnatlo., visit our website at www.usps.co '" r ~ A L ;1'" :..J' %~ 11111111' .::r o c o Cl Betum f {Endorsernen Cl Restricted D ~ (Endorsemen r-'I IT! Postage $ ,rtiflad Fee Postmar1< tncl~pt Fee Here t Required) ,lliveryFee I. 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For an additional fee, delivery may be restricted to the addressee or addressee's authorized agent. Advise the clerk or mark the mailpiece with the endorsement "RestrictedDefivery". . If a postmark on the Certified Mail receipt is desired, please present the arti- cle at the posl office for postmarking. If a postmark on the Certified Mail receipt is not needed, detach and affix label with postage and mail. IMPORTANT: Save this receipl and presenl il when making an inquiry. Inlernel access 10 delivery information is nol available on mail addressed 10 APOs and FPOs. . Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mailpiece, or on the front if space permits. 1. Article Addressed to: ffilCho.e I P LLc"\0('(\S 15 ~~'{\ rRc\ N\~.L,(\O...(\\C$~'{~, P+\ \10.50 -1142 2. Article Number erransfer from service label) Me> c~= ::\811. February 2004 3. So/'"ice Type BI Certified Mail o Registered o Insured Mail o Express Mail o Return Receipt for Menchandlse o C.O.D. 4. Restricted Delivery? (Extra Fee) OVes Domestic Return Receipt 7003 3110 0004 5773 3851 102595-Q2-M-1540 U,"," s= PosT~ SBMOE/-i till =::.. ~...",......,..""'" First-Class_Me- --. Postage & Fees f'e;& '. USPS Permit No, G-10 . t::;" / . Sender: Please print your n.afTlltl,yddfess. and{l~+4.in this box · CLERK. OF THE ORPHANS' COURT an County Courthouse One Courthouse Square Carlisle, pt, )70n i III Iii, I ,i1l, ! III! iin iiIHUll/HIlI 1I1,1 Ii, 1,11I/,i'l J'/HI ( I CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name ofDecedent: _~ 11\\ \ 1 } _ l A...)'" \. u lAa .> ) DateofDeath: J,J.. - d'1- 0<; Will No. D;.4. "',;\ '\r.,.hJC t:A ,,1\ L\ Admin. No. ZI-(JL/- //'1;) To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on Name A)rrJtA ~ r w Address Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: ~-(7) ~C)s,- 4"/ /J?gj; 1-.. - Signature Name M. \c.. "^ G r-> \ ?- \Jh\'A.\MS Qt"~ Address \.:::; \ ~ '""'r>-\cW1A lM~r\I\,,"\ii'_S\oUQCI , Q. V'\ )._ Telephone (lli ~ q (." - <:D 5- .;;t;l IlD")d Capacity: -L Personal Representative ~Counsel for personal representative 7' , REv.1500 EX (6.00) REV-1500 '*' COMMONWEALTH OF PENNSYLVANIA . -- DEPARTMENT OF REVENUE DEP1280601 HARRISBURG, PA 17128-0601 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 04 1142 COUNTY CODE YEAR NUMBER I- Z W C W U W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) WALUNAS, TRUDY L. ~D;;~~:O~ATH (MM-DD-YEAR) " ---I ~~~~~~:;TH(MM-DD-YEAR) (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL) WALUNUS, MICHAEL P. ! SOCIAL SECURITY NUMBER ---fr;s RETURN MUST BE FILED IN DUPUCATEWITH THE I REGISTER OF WILLS ! SOCIAL SECURITY NUMBER w :.:~(I) uCX::': wc..u :rOO uCX:..J c..CX1 c.. <I: ~ 1. Original Return o 4. Limited Estate o 6 Decedent Died Testate IAnach copy of Willi o 9. Litigation Proceeds Received o 3. Remainder Return Idale of death prio< 1012-13-821 o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Anach Sch 0) o 2. Supplemental Return o 4a. Future Interest Compromise (dale of dealh after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy ofTrust) o 10. Spousal Poverty Credit (dale of dealh between 12-31-91 and 1-1-95) J- Z W a z o c.. (I) w cx: cx: o u THIS .SEPTIQNMUST B.E.PQMPt:.I;TED...AI1.t:..OPRRESPPNOI;NPE.ANO. QQNffi,PeNTIAI1. TAX. INFORMATIQN.SHQUL.D.BEDIREOTEOiTO: NAME COMPLETE MAILING ADDRESS .f..~R~E.~NYD~'3, SR. 201 YORK RD. FIRM NAME (If Applicable) NEW CUMBERLAND PA 17070 SNYDER FINANCIAL ' . - .. . ..-..- - -- -------------- ------------ TELEPHONE NUMBER (717) 774-2500 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (1) (2) (3) (4) (5) f.-..) {-"::-'"') -, '" -~i ;- -) '-) (~) :.'.:J -', rF1 1<--) C) :'D '.":J II ~.~ t:::-::-J 4. Mortgages & Notes Receivable (Schedule D) 592.00 z o ~ ..J :J t: a.. c:( U w ~ 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) :"-:) ,1 _ ~r) '- ) r i 1 (6) 14,125.00 --, 6 Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) (7) 1''0 W 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (9) (10) (8) 9,524.00 14,717.00 11. Total Deductions (total Lines 9 & 10) 13. Chantable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (11) (12) (13) 9,524.00 5,193.00 12. Net Value of Estate (Line 8 minus Line 11) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 5,193.00 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ ~ :J a.. :E o U >< ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 5,193.90 x .0 0 (15) 0.00 16. Amount of Line 14 taxable at lineal rate x .0 (16) (17) 17. Amount of Line 14 taxable at sibling rate x .12 x 15 18 Amount of Line 14 taxable at collateral rate (18) 19. Tax Due (19) 0.00 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address: STREET ADDRESS 15 HOGESTOWN Em. CITY MECHANICSBURG STATEpA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + B + C ) (2) Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5A) (5B) 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.......................................................................................... 0 [KJ b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 [KJ c. retain a reversionary interest; or.......................................................................................................................... 0 [KJ d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [i] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 [KJ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 [KJ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .............................................................."....................................................... 0 [KJ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penatties of perjury, I declare that I have examined this return. including accompanying schedules and statements. and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which pre parer has any knowledge. SIG:TUR~~SONR P,~Z:~N ..... ADDRESf'~ 15 HOGESTOWN RD., MECHANICSBURG, PA. 127055 SIGNATUz-or J7:.L;.:~ REPRESENTATIVE ADDRESS 201 YORK RD., NEW CUMBERLAND, PA. 17070 DATE 11/22/05 DATE 11/22/05 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 PS. 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (i1)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(l)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-15G8 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF TRUDY L. WALUNUS FILE NUMBER 2104-1142 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH WAYPOINT BANK 590.92 TOTAL (Also enter on line 5. Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 590.92 REV-1509 EX+ (6-98* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF TRUDY L. WALUNUS FILE NUMBER 2104-1142 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. MICHAEL P. WALUNUS 15 HOGESTOWN RD. MECHANICSBURG, PA. 17050 SPOUSE B. C. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 1999 MERCURY COUGAR 9,000.00 50 4,500.00 2. A 2001 PONTIAC GRAND AM 8,000.00 50 4,000.00 3 A 1994 JEEP LAREDO 5,000.00 50 2,500.00 4 A 1990 ISSUZU AMIGO 2,000.00 50 1,000.00 5 A 1999 CHEVROLET LUMINA 1,500.00 50 750.00 6 A FURNITURE, APPLIANCES, ETC. 2,750.00 50 1,375.00 TOTAL (Also enter on line 6, Recapitulation) $ 14,125.00 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) '*' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF TRUDY L. WALUNUS FILE NUMBER 21041142 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT FUNERAL EXPENSES: 1. 3 BURIAL PLOT SHORT CERTIFICATES & FEES 8,111.00 1,200.00 88.00 2. B. ADMINISTRATIVE COSTS 1 . Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Slate . Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 125.00 7. TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 9,524.00 NOV-11-2005 04:15 PM TRUDY.AND.MIKE.WALUNAS '...",,, II.""""',,""'" ( ,'1 i31g':,,:~,~. P. 2 C-e\\ BtOOlAIJ OF cou.BCTlON3 a: T AXtA\1iil. S!ll.VtCliS PO IiOX 2110-41 HARlUlBUllO PA 171U-l041 Sf~- ~"1i< COMMONWEAL TII OF PENNSYL VANIA DEPARTMENT OF REVENUE (7'-1 S" k iM /nhttrltance Ta.% Non-Filer Delinquenc\I NotifiWfifJtL RBY.'" API' (12 ' MICHAEL P WALNNAS 15 HOGESTOWN RD MECHANICSBURG PA 11050 DATE: ESTATE OF" TRUDY SSN: DATE 01" DEATH: FILE NUMBER: 11/14/2005 , WALNNAS 209-46-0228 12-D9'~2DD4 2104-1142 , ,~--... -'/ne riew iJfDef1~utJ.l1t:/It recurUs has disclosedtharyol-Care'i6sponsible for the settlement '5nnei-s. )\Ie estate, or that you represent the responsible party. The above estare is in a ddillquent status. Accordin, to Department's records, as or this date, the inheritanco tax return has nut been 11ed. The Inheritance and Estate Tax Act mandates (he filing of a tax return and paym~nt of all outstanding liabilities by a personal representative of the estate or i tran.,fcree vlithin nine months of the decedent's death. Jfthis estate was opened for the purpose of filing a lawsuit, please provid~ this utlice in writing \~ h the court tenn and docket number orilie proceeding. The Department may postpone any further action regarding the Estate pending the completion of the law~uit. if there is any othr:I reason tllat a retum has ot been filed, please contact this oilicc. '1'0 avoid further action, a return must be filed within 15 days IhllD the date ofthlS letter. If the return has been filed recently, please disregard this notce GO)f:fAGT, REWRNS SHOULD fm-FfLbD A.ND PAYMENTS MADE AT THE REGISTER or WDLS LISTED BELOW: Harrisburg Call Center (717) 783-3000 TDD# 1-800-447-3020 (Service for taxpayers with. special hearing andlor speaking needs) REGISTER OF WILLS CUMBERLAND CO COU~T HOUSE CARLISLE, PA 17013 N~?D 1-CUcQ* 01-30-2006 WALNNAS 12-09-2004 21 04-1142 CUMBERLAND 101 APPEAL DATE: 03-31-2006 ( See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ~Y!_~~9~9_!~!~_~!~~______~___~~!~!~_~g~~~_~g~!!9~_E9~_ygy~_~~~g~~~__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX TRUDY L FILE NO. 21 04-1142 ACN 101 BUREAU OF INDIVIDUAL TAXE$ INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX c} (: w~/ .,j I DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN CARL E SNYDER SR SNYDER FINANCIAL 201 YORK RD NEW CUMBERLAND PA 17070 ESTATE OF WALNNAS *' REV-1547 EX AFP [06-05) TRUDY L TAX RETURN WAS: (X) ACCEPTED AS FILED J CHANGED DATE 01-30-2006 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) &. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets U) (2) (3) (4) (5) (&) (7) .00 .00 .00 .00 592.00 14.125.00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule HJ 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) UO) 9,524.00 .00 (11) (2) (3) (4) NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ALL ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 1&. Amount of Line 14 taxable at Lineal/Class A rate (1&) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: NOTE: To insure proper credit to your account. submit the upper portion of this form with your tax payment. 14,717.00 9.524 00 5,193.00 .00 5,193.00 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. 5,193.00 X 00 = .00 X 045= .00 X 12 = .00 X 15 = (9)= .00 .00 .00 .00 .00 ..~n. ""..."...r (+j AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 'It. · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/30/2006 WALUNAS MICHAEL P 15 HOGESTOWN ROAD MECHANICSBURG, PA 17050 RE: Estate of WALUNAS TRUDY L File Number: 2004-01142 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: 12/09/2006 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 6.12 STATUS REPORT REGISTER OF WILLS OF C,I '" "'^ ~e<2. \ c..J\~ COUNTY, PENNSYLVANIA Name of Decedent: \9...vv~u L. L. h ~u.."\'Q $ ~ Date of Death: J~ -CJc;-oy File Number: d()O'--/-CJIIL.j(j 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: . . . . . . . . . . . . . . . . . . .. ~es 0 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? . . . . . .. e(Yes 0 No b. The separate Orphans' Court No. (if any) for the personal representative's account is: Alc,'l.I'" c. Did the personal representative state an account informally to the parties in interest? ............................... ~ es 0 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 /;2. - 0(;, -CJ~ ~.Lf!~JL . .' . . . Slgnatur of Person FIlmg this Form ;..... ::;,\(,,)'.)...;! 'I.)'''' ~~,' , ; [ !!.-iO >IU3iJ Capacity: . .0'J?ersonal Representative 0 Counsel ~~e e l P U)/1LAv1.Q$ Name of Person Filing this Form /) I /5 1!()qestdwVl {SQi Address J D /'1&-4:,.t,c.slaC(~ I'<i /7C&J Ill. - 7q<tJ - G:> ~ "z.. Telephone 9 fj :21 ~!d L ~"""r ,..,....'"'7 - Jj(j ~UU(.. i ........ I' H,,; : ...~\ (--' ",' ':-.-.0;, i :--\ "',- Form RfY-'J-liJ "rev,Jj.lld 11Q9:~' =,.