HomeMy WebLinkAbout01-1135
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of ~-X;h n 1/ 8/ A/er
also known as
Register of WjJls for the / j
. Deceased. County of 0u..ft)iJer/a~ in the
Social Security No. /79'-/2 -,3/ ~ Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
No.
To:
2]-01-1135
Your petitioner(s), who is/are 18 years of a e or older a the execut (:=J r-
in the last willi of the above,decedent, dated
and codicil(s) dated
named
, 19-U-
Dec nd nt, then~
at .5
Exce as fo ows, decedent di not marry, was not divorced and did not have a child born or adopted
~fter execution of ~ lill offere.d for probate; was not the victim of a killing and was never adjudicated
mcompetent: /}-
Decendent at death owned property with estimated values as follows:
(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.o. f real estate in Pennsylvania 1~ ~
sit~~ as(I~~:.z~~'if1 / ~ fjJiUe-
(list street. number and muncipality)
Ik.cemJer
~
, l'9' ../.00 I,
~() oc) , tJ ()
$
$
$
$ 9tJ OOt)
. /
WHEREFORE, petitioner(s) respectfully
presented ht:rewith and the grant of letters
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I ss
COUNTY OF CUMBERLlu\1D J
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 represen-
tative(s) of the above decedent petitioner(s) will well and tru ad mini er the e ta~e, ording to law.
affirmed and
14th
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~o. 21-01-1135
Estate of
JOHN A BIXLER
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW
DECEMBER .llL__._ __ h
_ Zk_2.Ofll in c"'rr~ici'=faliun ,
- -'1:
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated MAY 20. 1998
described therein be admitted to probate and filed of record as the last will of
JOHN A BIXLER
and Letters TESTAMENTARY
are hereby granted to JOHN R BIXLER
77;A"rrL ~~..__~q)/J~L~
Re ster of Wills ' - , I'
FEES
Probate, Letters, Etc. .........
Short Certificates( )..........
x-pag~s.
RenUnCIatIOn ................
JCP
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s
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TOTAL _ S 226.00
. .nEC~. .14.. 2Q01..................
200.00
15.00
6.00
5.00
A ITORNEY (Sup. C:. J.D, :-<0.)
ADDRESS
Filed
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21-01-1135
LAST WILL AND TESTAMENT
OF
JOHN A. BIXLER
I, JOHN A. BIXLER, of the Borough of New Cumberland, Cumberland
County, PE~nnsylvania, declare this to be my last will and revoke any
will previously made by me.
ITEM I: I direct that my Executor hereinafter named shall pay
all my just debts and funeral expenses as soon as conveniently may be
done after my decease.
ITEM II: I devise my real estate located at 311 Sixth Street,
New Cumberland, Cumberland County, Pennsylvania, to my son, JOHN R.
BIXLER, provided he survives me.
ITEM III: I devise and bequeath all the rest, residue and
remainder of my estate, of every nature and wherever situate, in equal
shares to my children, BARBARA A. MORRIS, GLEN R. BIXLER and JOHN R.
BIXLER, or to his or her issue, per stirpes.
ITEM IV: I appoint my son, JOHN R. BIXLER, Executor of this my
last will.. Should my son, JOHN R. BIXLER, fail to qualify or cease to
act as Ex~:!cutor, I appoint my son, GLEN R. BIXLER, Executor of this my
last will,.
ITEM V: No fiduciary acting hereunder shall be required to post
bond or enter security for the faithful performance of his duties in
any jurisdiction.
Page 1 of 3
j
,.
IN WITNESS WHEREOF, I, JOHN A. BIXLER, have hereunto set my hand
and seal 1:his
~
~A' ~'x~~
SIGNED, SEALED, PUBLISHED and CLARED by JOHN A. BIXLER, the
20
day of
, 1998.
Testator above named, as and for his Last will and Testament, and in
the presence of us, who at his request, in his presence and in the
have subscribed our names as witnesses.
11. )(~ r<>-
Address '
c.____..
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Ad ress
(ft
Witness / / ,/// /
COMMO~~~IA: SS:
COUNTY OF CUMB~ :
I, JOHN A. BIXLER, the Testator whose name is signed to the at-
tached or foregoing instrument, having been duly qualified according
to law do hereby acknowledge that I signed and executed this instru-
ment as my last will; that I signed it willingly and that I signed it
as my free and voluntary act for the purposes therein contained.
Sworn to or affirmed to and
.kk. ~ ~
7 JOHN A. BIX R
aCk~wledged before me by JOHN A.
'Y'YJ of ~---;; ,1998.
~~-L~KQ./~ .
Notary Public
BIXLER, the Testator, this ~v
Page 2 of 3
NOTARIAL SEAL !
CONSTANCE L I<ARlI, Notary PUb,lie i
New Cumlierl;md, PA Cumberland CO'I
My Commission Expires April 13, 1999 I
.,
COMMONWEAl,TH OF PENNSYLVANIA
: SS:
COUNTY OF
CUMBERLAND
C)~;. ..\. J'l'b....
and
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We,
the witneslses whose names are signed to the attached or foregoing
instrument:, being duly qualified according to law, depose and say that
we were present and saw Testator sign and execute the instrument as
his last ~iill; that Testator signed willingly and that he executed it
as his frE!e and voluntary act for the purposes therein expressed; that
each of UB in the hearing and sight of the Testator signed the will as
witnesses;; that to the best of our knowledge, the Testator was at that
time eigh1:een or more years of age, of sound mind and under no con-
straint or undue influence.
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acknowledged before me by
and ~. (;,? ^ L.;.-R. ie, e. St-tk-'(._
,
~n to or affirmed to and
~,.. r-~..r~
witnesses, this
?~ day of
~~ ' 199B.
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Notary Public
NOTARIAL SEAL
CONSTfii'iCF L. KARL!' i'~otary Public
NENJ Curn!)i][l::mQ, PA CUifiberland Co.
My CJrmnissitm Expires April 13. 1999
Page 3 of 3
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JRD/June 30,1992/17858
APR 1 1 1002 It-c
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In Re: Estate of JOHN A BIXLER
Late of
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.: 21-01-1135
NO.
NOTICE OJ? FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: JOHN R BIXLER
Counsel for Personal Representative:
.
Date of Grant of Original Letters: DECEMBER 14, 2001
Date of Delinquency Notice: MARCH 24, 2002
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common Pleas of Cumberland 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 Register of Wills on MARCH 24, 2002, 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: APRIL 10, 2002
Bffih
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for ~.1 1t.(,,1() tJ,2 at 9, - 1/J 4 ./J1)n Courtroom No.3. If the
Certification of Notice is fil prior to the hearing date, the hearing ill automatically be
cancelled.
George .
JRD/June 30, ]992/17858
APR 1 1 7002 ~(,
r"
In Re: Estate of JOHN A BIXLER
Late of
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.: 21-01-1135
NO.
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: JOHN R BIXLER
Counsel for Personal Representative:
Date of Grant of Original Letters: DECEMBER 14, 2001
Date of Delinquency Notice: MARCH 24, 2002
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common Pleas of Cumberland 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 Register of Wills on MARCH 24, 2002, 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: APRIL 10, 2002
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for Q,m.f It.(J ;2;; tJ-2 at fl-' 1t1/J ,/J1]n Courtroom No.3. If the
Certification of Notice is fil~;'prior to the hearing date, the hearing ill automatically be
cancelled.
George .
~ (p-J.{J- Of)..
June 14, 2002
John R. Bixler
1040 Highland Drive
Mechanicsburg, PA 17055
IN RE: ESTATE OF JOHN A. BIXLER
Failure to File Certification
Dear Mr.Bixler:
A hearing was set for June 14,2002, at 9:30 a.m., in the Courthouse in Carlisle, at
which you failed to appear.
The certification must be filed in the office of Register of Wills.
We must hear from you within twenty-four hours; please phone Donna in the
Register of 'Nills office at 240-6409, if you have any questions.
Sincerely,
Sandra S. Gobrecht, Secretary
Judge Hoffer's Chambers
~.-.~
Name of Decedent:
JaJOJ
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
)J 8/~r-
~ .;2CJO/
Date ofDeath:-E~PI'..em jyer
Will No.
Admin. No.
01 - I/3S-
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on ?'02...
Address
Name
(J1e11 /2. Rd~r ~ ?S/5&r)dJhkRJ~nw..hJ,/e kf.~
I
Rt:t.r)tlra- /J-IJJJ /Un;l5- -/~02t2 jf; /s-/-i -#ye, (jtJ~ t1k.
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Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
.~
.
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~~rw~~'~
Date:
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Si~ure
N,m, ~ 1P~
Add"" /tfj/t!/ ~~ .h~--,
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Telephone (71.% ~ ~ ....3~ ~ oL-
Capacity: ~ Personal Representative ~
_Counsel for personal representative
COMMONWEALTH OF PENNSYL II ANIA
DEPARTMENT OF REIIENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-961
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
BIXLER JOHN R
1040 HIGHLAND DRIVE
MECHANICSBURG, PA 17055
n______ fold
ESTATE INFORMATION.: SSN: 179-12-3125
FILE NUMBER: 2101-1135
DECEDENT NAME: BIXLER JOHN A
DATE OF PAYMENT: 02/11/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 12/04/2001
NO. CD 002151
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $4,365.00
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TOTAL AMOUNT PAID:
REMARKS: JOHN R: BIXLER
CHECK# 0018207
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$4,365.00
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
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REV-1500
.' COMMONWEALTH OF
PENNSYLVANIA
~t:&. . DEPARTMENT OF REVENUE
. DEPT 280601
,.' HARRISBURG, PA 17128-0601
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
s21.--6L
COUNTY CODE YEAR
_L.L..35
NUMBER
SOCIAL SECURITY NUMBER
/7 - /02. -Y/02S
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
DATE OF BIRT
~,OriginaIReturn
D 4, Limited Estate
D 6_ Decedent Died Testate (ArJlch copy of Will)
D 9 Litigation Proceeds Received
D 2. Supplemental Return
o 4a. Future Interest Compromise (date Of death after 12-12-82i
D 7, Decedent Maintained a Living Trust (Attach copy of Trusli
D 10. Spousal Poverty Credit {dale of death between 12-31-91 and 1-1-95i
o 3. Remainder Return (dale of death prior to 12-13-82)
D 5. Federal Estate Tax Return Required
8, Total Number of Safe Deposit Boxes
o 11 Election to tax underSec, 9113(A) {Attach Sch 0)
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OF\;CiAi
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4 Mortgages & Notes Receivable (Schedule D)
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6, Jointly Owned Property (Schedule F)
D Separate Billing Requested
(6)
(7)
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
9% tftft1, tfg
(B)
8. Total Gross Assets (total Lines 1-7)
9 Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
(9)
(10)
-
(11)
(12)
(13)
13 Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14 Net Value Subject to Tax (Line 12 minus Line 13)
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate. or transfers under Sec. 9116 (a)(1.2)
x 0_ (15)
xOff(16)
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16. Amount of Line 14 taxable at lineal rate
17 Amount of Line 14 taxable at sibling rate
x ,12 (17)
x ,15 (18)
18. Amount of Line 14 taxable at collateral rate
~ Jt/;.5:' t1d
19. Tax Due
(19)
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
"..M'"
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I STATE A
Tax Payments and Credits:
1, Tax Due (Page 1 Line 19)
2, Credits/Payments
A, Spousai Poverty Credit
B. Prior Payments
C. Discount
(1)
Totai Credits (A + B + C ) (2)
3, InteresUPenalty If applicable
D. Interest
E, Penalty
TotallnteresUPenalty (D + E)
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
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5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B, Enter the total of Line 5 + 5A This is the BALANCE DUE.
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
a. retain the use or income of the property transferred: ........... .......................................................... .................. 0
b. retain the right to designate who shall use the property transferred or its income; ..... ......................... ........... 0
c. retain a reversionary interest; or ......................................................".... ...................... ...... .............................. D
d. receive the promise for life of either payments, benefits or care? ,............... . .................................................. D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ..
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?..
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .
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[B/
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Under penalties of perjury, I declare thaI I have examined this relurn, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct
and complete
Declaration of p(eparer other lhan the personal representative is based on all information of which preparer has any knowledge
DATE
ADDRESS
DATE
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. ~9116 (a) (1.1) (ii)
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
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 paren
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)(1)].
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 a:
individual who has at least one parent in common with the decedent, whether by blood or adoption.
e.ev'~''''"!,,.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ES~ATE oh If
:10 h .
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged
between a willing buyer and a willing seller, neither being compelled to buy arsell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with
right of
survivorshin must be disclosed on Schedule F.
ITEM
NUMBER
1.
RIA/hI
FILE NUMBER
:J../ -(]I - //.3Y
DESCRIPTION
VALUE AT DATE
OF DEATH
~~
If? t1tJ{)~
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
77fJtJd
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
~)
DATE
ESTATE OF
DATE OF DEATH
", .(J7JLE NUMBER
1\ 7 '-~UNTY
ACN
06-30-2003
BIXLER
12-04-2001
21 01-1135
CUMBERLAND
101
JOHN R BIXLER
1040 HIGHLAND DR
MECHANICSBURG
'OJ JUN 30
*'
REY-15~7 EX AFP (01-05)
JOHN
A
PA 1705~; C>
Ctllnt;.
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV =iS4-j-E3f-AFP--foY:03Y-NO'TicE--O,:-YtiHEififANCE-TA'x-'A-PPR'A-isEifENT~--ALioWANCE-(fR------------ -- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BIXLER JOHN A FILE NO. 21 01-1135 ACN 101 DATE 06-30-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line, 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
97,000.00 X 045 = 4,365.00
.00 X 12 = .00
.00 X 15 = .00
(19)= 4,365.00
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (~;chedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held ~;tock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Depclsits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assei:s
(1)
(2)
(3)
(4)
(5)
(6)
(7)
97,000.00
.00
.00
.00
.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expens:es/Adll. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgagel Liabilities/Liens (Schedule n (10)
11. Total Deduc:tions
12. Net Value e,f Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value e,f Estate Subject to Tax
.00
.00
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
97,000.00
00
97,000.00
.00
97,000.00
RECEIPT (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02 11-2003 CD002151 .00 4,365.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-12-2003 TOTAL TAX CREDIT 4,365.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 109.59
TOTAL DUE 109.59
· 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.)
RESERVATION: Estates of decedents dying on or before December lZ, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z3 of ZOOO. (7Z P.S.
Section 9140).
PAYMENT:
Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF HILLS. AGENT
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Wills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour
answering service for forms ordering: 1-800-36Z-Z050; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-30Z0 (TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 171Z8-10Z1, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administrativelY correctable errors.
DISCOUNT:
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
PENALTY:
The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of
six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through Z003 are:
Interest DailY Interest Daily Interest
Rate Factor Year Rate Factor Year Rate
Year
Daily
Factor
198Z ZO% .000548 1987 9% .000Z47 1999 n .00019Z
1983 16% .000438 1988-1991 11% .000301 ZOOO 8% .000Z19
1984 11% .000301 199Z 9% .000Z47 ZOOl 9% .000Z47
1985 13% .000356 1993-1994 n .00019Z ZOOZ 6% .000164
1986 10% .000Z74 1995-1998 9% .000Z47 Z003 5% .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
G1
oK
STATUS REPORT UNDER RULE 6.12
Name of Decedent: ,JOAn I). B/~;6r
1c1/0;J/o1
Will No.: ciOO/~tJ/JE~r
Date of Death:
Po,.
Admin. No.:
otj-y) / -. //..3 S-
Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether adm--.Lniyrcnion of the esta~ is. ~ cm m~pletee::
YesD NoM ~
2. If the answer is No, state when the personal representative re
that the administration will be complete: .. .
3. lfthe answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No 0
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? Yes 0 No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
. and may be attached to this ~.
Date: 0/;03 SiP 7f~
",70~fl R B/j'~r
Name
/O.frf /l;q!!a~ !JOVe
Address J
Net) /ic. /7tJs.;l'
Telephone No.' 76'- -56'~
Capacity: ~ersonal Representative
o Counsel for personal representative
JRD/June30, 1992/17858
JAN 1 2 2005/
Estate No.: 21-01-1135
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
In Re: Estate of John A. Bixler
Late of New Cumberland Borough
NO. 21-01-1135
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: John R. Bixler
Counsel for Personal Representative: None
Date of Decedent's Death: 12/04/2001
Date of Delinquency Notice: 01/10/2005
The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accordance
with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above narned 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 Status Report required by Rule
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12,
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on
November 10, 2004, and that the ten (10) day notice to file the Status Report has expired.
Accordingly, in accordance with Rule 6.12 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: 01/13/2005
,~~.7r
Glenda Farner Strasbaugh
Clerk ofthe Orphans' Court
Distribution:
Personal Representative
Estate File
~ '+, :1.005 q:'jO !:>.t<\
A hearing is scheduled for at in Courtroom No.3. If the Status Report is filed prior to
the hearing date, the hearing will automatically be cancelle
~
ItJfj IjJ~' f)r/re I!ee/
Address . Pa, j 7tJ.53
(117) ~--J~Y~
?elephone No.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: '" M~IJ // B~k
Date of Death: /;l./tt ~I
Will No.: :2/ - d/ - /LJ...s- Admin. No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Comi Rules, I repOli the
following with respect to completion of the administration of the above-captioned estate:
1. State wh~ administration of the estate is complete:
Yes ff No 0
2. lfthe 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?
Yes No 0
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? Yes 0 No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts maybe filed with the Clerk of the Orphans' Court
.. and may be attached to this! ~eport.~.
Date:*/oS" ~ i? ~.j-
Sl ature _ /
,TaAA R, Rif#
Name
r-
C',
Capacity: n Personal Remesentative
o Counsel for"personal representative
)