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HomeMy WebLinkAbout01-21-14 Pa. O.C..��Rule 6.12 STATUS REPORT REGISTER OF WILLS ORJ� � COUNTY, PENNSYLVANIA Name of Decedent: Date of Death: 'I / / t! File Number: c26i 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: . . . . . . . . . . . . . . . . . . . . DdYes ❑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. I is YES, state the following: a. Did the personal representative file a final account with the Court? . . . . . . . 18Yes No b. The separate Orphans' Court No. (if any) for the personal A(�°OW4 representative's account is: c. Did the personal representative state an account 1� informally to the parties in interest? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Yes ❑No d. Copies of receipts, releases,joinders and approvals of formal or informal accounts may be flied wits tthe 00tk'ot the Orphans" Court and njay be attached to this report. t.0 J o of -"<9n11ure If erso.Filing(his Farm li ,sC 1.L ° C) c-> o Capacity: Ca/a�c'i,t Y ersonal Representative ./]❑Counsel in �W k Lu J Q C) F•- N U = U.1 Arnme pfPerson Filing this Form o � m � ,o 6 ") �« � . 71 ?- 93a -ate Telephone Form RW-10 rev. 10.13.06 y a� J ` ' t^x "A`i , io t cam+ L INVENTORY REGISTER OF WILLS OF�irt/��%�3—rTa ►� COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA �jU l COUNTY OF SS File Number 40[/ Personal Representative(s)of the Estate of deceased,depose(s)and say(s)that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent,that the valuation placed opposite each item of said inventory represents its fair value as,of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I verify that the statements made in this Inven- tory are true and correct. I understand that false state- ^ ments herein are made subject to the penalties of �- 18 Pa.C.S. § 4904 relating to unswom falsification to authorities. Attorney -- (Name) (Supreme Court LD. No.) (Address) (Telephone) DATE OFJtEATH LAST RESIDENCE DECEDENT'S SOC.SEC NO FIGURES MUST BE TOTALED 111 G ' _t :.7 lx1 tit CV _I I.._ 0- W U) no or LU W (Attach additional sheets as needed) TOTAL: 0.00 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each item,but such figures should not be extended into the total of the Inventory. (See 20 Pa.C&§3301(6)) Form RPY-09 rev. (0./3.06 Assets Value Trish M PT' Marion Margare Marilyn M&T Checking+Verizon Ref $11,010.14 $2,752.54 $2,752.54 $2,752.54 $2,752.52 $0.00 1998 Buick Century $2,500.00 $0.00 $0.00 $0.00 $2,500.00 $0.00 12 Beaver Road less$3K $145,000.00 $0.00 $0.00 $0.00 $0.00 $145,000.00 109 shares MetLife FMV on DOD $4,003.57 $1,000.89 $1,000.89 $1,000.89 $1,000.90 $0.00 AIG Annuity THIS IS NOT LIFE INS $21,482.10 $5,370.53 $5,370.53 $5,370.53 $5,370.51 $0.00 Life Insurance NOT Taxable $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $183,995.81 $183,995.81 $9,123.96 $9,123.96 $9,123.96 $11,623.93 $145,000.00 Expenses $15,496.95 $15,496.95 $3,099.39 $3,099.39 $3,099.39 $3,099.39 $3,099.39 $168,498.86 $6,024.57 $6,024.57 $6,024.57 $8,524.54 $141,900.61 Tax at 4.50% $7,582.45 $271.11 $271.11 $271.11 $383.60 $6,385.53 5%Discount Not Sure Correct ($42.52) ($10.63) ($10.63( ($10.63) ($10.63) Inheritance Tax Due $7,539.93 $260.48 $260.48 $260.48 $372.97 $6,385.53 $7,539.93 ... .._._ .. 5..... jPrePayment_,. 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