HomeMy WebLinkAbout08-27-13 Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF . COUNTY,PENNSYLVANIA
Name of Decedent: ! ' A PY
Date of Death: Sf VEL .S' . Q 11 File Number: .201 f —
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: . . . . . . . . Ltd'Yes D 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. 1 is YES, state the following: , !
a. Did the personal representative file a final account with the Court? . . . . . . . t�Y es [Nam
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? 1�Y es ❑No
d. Copies of receipts,releases,joinders and approvals of formal or informal accounts may be
Med.wi.th the Clerk of the Orphans' Court and ma t.
_y be attached to this report
Date l tJ' ,r;GLgj�y�_L
'Signature of Person Filtng this Ford
Capacity: aplersonal Representative ❑Counsel
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e� �. Nnme ofPeprsnrt iling this Form
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Glenda Farner Strasbaugh
Clerk of Orphans'Court
Cumberland County
Register of Wills
One Courthouse Square
Carlisle, PA 17013
Dear Madam:
This a final status report of the completed administration of the Estate of NELIMYER, MARY ELLA File
Number: 2011-00968. The filing is due 9/05/2013.
All medical, personal,tax bills have been paid by the money left by my mother when she passed.
The remainder of the money was split evenly among the five persons listed as ben in her will.
The estate of Mary Ella Neumyer checking account with PNC has been closed and all money left by
Mary Ella Neumyer has been accounted for at this time.
May my mother now rest in peace.
Sincerely,
Terry R Neumyer
Personal Representative
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE 1
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG,PA 1 71 28-0 601
PENNSYLVANIA
-RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 016241
NEUMYER TERRY R
4832 SPRINGTOP DRIVE
HARRISBURG, PA 17111
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 $1 ,655.86
ESTATE INFORMATION: SSN: 207-09-1385
FILE NUMBER: 2111 -0968
DECEDENT NAME: NEUMYER MARY ELLA
DATE OF PAYMENT: 07/11/2012
POSTMARK DATE: 07/02/2012
COUNTY: CUMBERLAND
DATE OF DEATH: 09/05/2011
TOTAL AMOUNT PAID: $1,655.86
REMARKS:
CHECK# 113
INITIALS: DMB
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
TAXPAYER
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Marsha M.Neamyer,BS,RVT,FSVU,FSDMS,FAIUM,International Director
4832 Springtop Drive,Harrisburg,PA 17111
Phone/Fax:(717)564-5907
Website: www.vasculared.com
FAX TRANSMISSION
DATE:
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FROM: %r4
COMMENTS: ore t C( r <S
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Number of pages to follow (excluding cover page). If you have
not received all of the pages in this transmission, please call back as
soon as possible.
The enclosed information is STRICTLY CONFIDENTIAL and is
intended for the use of the addressee only. Inside/Outside, L.L.C. and
Vascular Diagnostic Educational Services disclaim any responsibility
for unauthorized disclosure of this information to anyone other than the
addressee.
Cambria County Federal
• Cresson, PA 16630
Fax 814 886-8625
Dear Bank person:
Please fax statements for tax filing for Mary E Neumyer(deceased)on her checking 010049856
and savings 01-30005253 accounts to our CPA.
Mr.Jim Bruzga, of Gift Associates, is our accountant and is in the process of filing papers for Mary Ella
and needs to have these forms at your earliest convenience.
His FAX number is 717 766-4005.
1 am requesting these be faxed directly to Mr. Bruzga,and I thank you kindly for your time and
consideration.
• Terry Neumyer
Executor for the estate of Mary Ella Neumyer
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03'79-
Department of the Treasury Notice CP21 C
Internal Revenue Service Tax Year 2010
In Lv i\� Philadelphia, PA 19255-0025 Notice date August 13, 2012
Social Security number 207-09-1385
To contact us 1-800-829-8374
Your Caller ID 313939
168354.230852.0547.011 1 AT 0.374 702 Pagel of3
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,3 MARY E NEUMEYER
gyp# TERRY R NEUMYER
4832 SPRINGTOP DR
HARRISBURG PA 17111-3609
168354
Changes to your 2010 Form 1040
Amount due: -O.OFO
Based on the information you provided,we Summary
changed your 2010 Form 1040 to correct your: Account balance before this change $ -1,999.00
• pensions and annuities Increase in tax 1,925.00
• taxable social security benefits Increase in interest 75.22
• interest and/or dividend income Amount due $0.00
As a result,you owe$0.00.
What you need to do If you agree with the changes we made
\ You don't need to respond to this notice.We reduced your account balance to zero
because the amount owed was so small. Please don't send a payment.
1
- - - -....-----------..._----------------- ._............ ........._--------..----..------- - - .....
Continued on back...
MARY E NEUMEYER Notice C
August TERRY R NEUMYER Notice date August 13, 2012
4832 sPRINGTOP DR
ID c HARRISBURG PA 17111-3609 Social Security number 207-09-1385
,III 'tX;��f IK 'I �I I f your address has changed, please call 1-800-829-8374 or visit your Social
y ❑ Please check here if you've included any correspondence.Write your Social Security
number(207-09-1385), the tax year(2010), and the form number(1040)on any
Contact information correspondence.
a.m.
❑ p.m. P.m.
Primary phone Best time to call Secondary phone Best time to call
INTERNAL REVENUE SERVICE
PHILADELPHIA, PA 19255-0025
^II^IllPrrirrl l,mlhlhrl°PIIPPrA1ul9°urt9hl,
207091385 QB NEUN 30 0 201012
1111 � '�� 11111
Notice CP21C
Tax Year 2010
Notice date August 13, 2012
Social Security number 207-09-1385
Page 2 of 3
What you need to do—continued If you don't agree with the changes
• Call 1-800-829-8374 to review your account. You can also contact us by mail. Fill
out the Contact information section, detach, and send it to us with any
correspondence or documentation,
• If we don't hear from you,we'll assume you agree with the information in this
notice.
Interest charges We are required by law to charge interest on unpaid tax from the date the tax return
was due to the date the tax is paid in full.The interest is charged as long as there is an
unpaid amount due,including penalties,if applicable.(internal Revenue Code section
6601)
Period Days Interest rate Interest we factor Amount due interest chute
04/1512011 -05109/20€1 24 4.0% 0.002633454 $1,190.00 $3.13
0_5/0912011 -09/30/2011 144 4.0% 0.015905118 $1,928.13 $30.67
09/30/2011-12/31/2011 92 3.0% 0.007589992 _ $1,958.80 $14.87
1213112011-06/11/2012 163 3.0% 0.013449753 $1,973.67 $2655
Total interest $75.22
We multiply your unpaid tax,penalties,and interest(the amount due)by the interest
rate factor to determine the interest due.
Additional Interest Charges If the amount you owe is $100,000 or more, please make sure that we receive your
payment within 10 work days from the date of your notice. If the amount you owe is
less than$100,000,please make sure that we receive your payment within 21
calendar days from the date of your notice. If we don't receive full payment within
these time frames,the law requires us to charge interest until you pay the full amount
you owe.
Additional information • visit www,irs.gov/cp2lc
• For tax forms,instructions,and publications,visit www.irs.gov or call
1.800-TAX-FORM(1.800-829-3676).
PNC Checking Account
for Mary Ella Neumyer Estate
Date Check# Payment to Amount
5/9/2012 Tax Ref 2011 Deposit#520497.76 $ 423.35
Interest paid 06/08/2012 $ 0.35
6/13/2012 109 IRS 1040 for 2010 $ 1,999.99
6/11/2013 110 Post Office IRS Same Day $ 18.95
6/19/2013 111 Partial Share early $ 2,000.00
6/26/2013 112 Partial Share early $ 2,000.00
6/29/2013 113 Register of Wills Agent $ 1,655.86
6/29/2013 114 Gift Associates Tax Prep 2011 $ 800.00
6/29/2013 115 Todd Neumyer Share $ 6,000.00
6/29/2013 116 Merry Ann Kish Rest of Share $ 4,000.00
6/29/2013 117 Jackie Kish $ 6,000.00
6/29/2013 118 Troy Neumyer $ 6,000.00
6/29/2013 119 Terry Neumyer rest of share $ 4,000.00
7/10/2012 interest.27 $ 0.27
8/8/2012 Interest.07 $ 0.07
7/3/2013 120 Register of Wills Agent $ 15.00
interest.06 $ 0.06
9/17/2012 Deposit $ 925.00
9/17/2012 121 85062527 $ 925.00
10/9/2012 Interest Payment $ 0.05
11/8/2012 Interest .05 $ 0.05
unused 122
12/10/2012 Interest Payment .05 $ 0.05
12/25/2012 123 Merry Ann Kish Rest of Share $ 1,000.00
12/25/2012 124 Todd Neumyer Share $ 1,000.00
12/25/2012 125 Troy Neumyer $ 1,000.00
1/9/2013 Interest payment .04 $ 0.04
12/25/2012 126 Jackie Kish Wertz $ 1,000.00
2/8/2013 Interest $ 0.02
2/19/2013 127 Terry Neumyer rest of share $ 1,000.00
19-Aug 128 CLOSEOUT ACCOUNT $ 1,306.87
Payment For Time and Expenses to Executor
PNC Checking Account
for Mary Ella Neumyer Estate
Balance in 51-1370-7216 Balance Forwarded
$ 40,371.72 $ 40,794.72
$ 40,794.72 $ 40,795.07
$ 40,795.07
$ 40,795.07 $ 38,795.08
$ 38,795.08 $ 38,776.13
$ 38,776.13 $ 36,776.13
$ 36,776.13 $ 34,776.13
$ 34,776.13 $ 33,120.27
$ 33,120.27 $ 32,320.27
$ 32,320.27 $ 26,320.27
$ 26,320.27 $ 22,320.27
$ 22,320.27 $ 16,320.27
$ 16,320.27 $ 10,320.27
$ 10,320.27 $ 6,320.27
$ 6,320.27 $ 6,320.00
$ 6,320.61
$ 6,320.61 $ 6,305.61
$ 6,305.67
$ 7,230.67
$ 7,230.67 $ 6,305.67
$ 6,305.72
$ 6,305.77
$ 6,305.82
$ 6,305.82 $ 5,305.82
$ 5,305.82 $ 4,305.82
$ 4,305.82 $ 3,305.82
$ 3,305.86
$ 3,305.86 $ 2,305.86
$ 2,305.88
$ 2,305.88 $ 1,305.88
$ 1,305.87 $ -
March 15,2012
MARY E NEUMYER
c/o TERRY R NEUMYER,EXECUTOR
4832 SPRINGTOP DR
Harrisburg,PA 17111
TERRY R NEUMYER, EXECUTOR:
Enclosed is your 2011 Form 1040,U.S. Individual Income Tax Return,prepared from the information
provided. Sign and date the original, and mail it on or before April 17, 2012, to the following address:
Department of the Treasury.
Internal Revenue Service
Kansas City,MO 64999-0002
'Your federal return reflects a refund of$423.
You should receive a check for$423 in approximately four to eight weeks.
Enclosed is your 2011 Pennsylvania income tax return, prepared from the information provided. Sign and date
the original,and mail it on or before April 27,2012,to the following address:
Pennsylvania Dept. of Revenue
No Payment/No Refund
2 Revenue Place
Harrisburg, PA 17129-0002
Your Pennsylvania income tax return reflects neither a refund nor a balance due.
Thank you for the opportunity to be of service. For further assistance.with your tax needs,please contact this
office at($14)472-5370.
Sincerely,
W Kelly Campagna CPA
W Kelly Campagna,CPA