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HomeMy WebLinkAbout10-30-13 Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF (i` Hcr. h(� COUNTY, PENNSYLVANIA NameofDecedent: J qyl Date of Death: (1Z, 4;1.1 ' File Number: a��� C) 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: . . . . . . . . . . . . . . . . . . . .Ayes El 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. 11 is YES, state the following: a. Did the personal representative file a final account with the Court? . . . . . . . ❑Yes RNo 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Ayes ❑No d. Copies of receipts, releases,joinders and approvals of formal or informal accounts may be filed with th/ee Clerk of the Orphans' Court and may be attached/too this report. Date Signature of Person Filing this Form Capacity: Personal Representative ❑Counsel ?:w- lira, _T gjs , �— CC' Name of Person Filing this Form � « g2 � Ma es T f rx Addr r, rK ul `= c 2 _ U =i W Telephone CD CL O W O C) W co U. Form RW-10 rev. 10.13.06 rfh Estate of Jean A. Reith File No. 2011-01240 Value November 1, 2011 Checking $2,404.36 Savings $523.66 Money Market $347.93 CD $27,264.52 US Savings Bond $37.40 Raymond James $25,719.15 Prudential $11,332.78 Subtotal assets to probate $67,629.80 Personal Property $1,500.00 Barbara -cash gift within 1 year of death $3,142.64 Annuity-American General Life Insurance Co $16,863.12 Annuity-Western National Life Insurance Co $53,023.50 Total assets $142,159.06 Expenditures Schedule H Funeral Home $3,041.00 Burial $200.00 Attorney fees $175.50 Register of Wills (BIN) $83.50 Patriot News-estate notice (BJN) $95.66 Cumberland Law Journal $75.00 Check book fee $25.95 Family exemption- Barbara $3,500.00 Total Schedule H expenditures $7,196.61 FIA credit card $240.00 PA Personal Income Tax $40.00 Total expenditures $7,476.61 Taxable assets $134,682.45 Estate tax 4.5% $6,060.71 Additional Probate $47.50 Register of Wills $15.00 Net assets $128,621.74 Barbara $3,142.64 Personal Property $1,500.00 Annuity $69,886.62 Net assets $54,092.48 Estate tax not attributable to distribution assets $3,210.40 Distribution assets $57,302.88 25%distribution $14,325.72