HomeMy WebLinkAbout02-0669
PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
Estate of James W. Mumper
also known as
No.
To:
Jl. , ..()~ -. 10' c:;
Deceased.
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
Social Security No.
204-03-6401
The petition of the undersigned respectfully represents that:
Your petitioner(s), who isf.mre 18 years of age or older, appl ies
for letters of administration
on the estate of
(d.b.n.; pendente lite; durante absentia; durante minorilate)
the above decedent.
Decendent was domiciled at death in Cumberland County Pennsylvania, with
his last family or principal residence at 402 Haldeman Ave., New ~rland Borough,
(list street, number and municipality}
Decendent; then 80 years of age died February 7, 2001 . 'P1
at Holy Spirit Hospital, E. Pennsboro Twp., Cumberland County, pA'
Decendent at death owned property with estimated values as foIllows:
(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:
$ 5,000.00
$
$
$
Petitioner_ after a proper search ha~ ascertained that decedent left no will and was survived by
the following spouse (if any) and heirs:
Name Relationship Residence
Gladvs P. Mumper Wife 402 Haldeman Ave., New
James W. Mumper. Jr. Son 35 Lisburn Heiahts Rd.,
Susan E. Folev Dauchter 5240 Woodland Lakes Dr.,
Beach Gardens,
Cumberland, PA
Lewisberry PI
Palm
FL 33418
THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the
appropriate form to the undersigned.
.
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Gladys. per
402 Haldeman Avenue
New Cumberland, PA 17070
17-77- 8'
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
} 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.
Sworn to or affirmed and subscribed f ~~ ([? );iu+r-J
iore me j~i~ ~4th '1J~d~Mf Glady P. Mumper
'7lrfc(l.:h<"A~/J~~.J~~ .
MAR C. LEWIS ReglSter_
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No. 21-2002-669
Estate of
James W. Mumper
, Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW JULY 24TH ~ 200~ in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that Gladys P. Mumper
is~e entitled to Letters of Administration, and in accord with such finding, Letters of Administration
are hereby granted to Gladys P. Mumper
in the estate of James W. Mumper
FEES
Letters of Administration
Short Certificates(2 ) . . . . . . . . . .
Renunciation............... .
Charles H. stone #06357
$ 40.00
$ 6.00
$
$ 5.00
JCP TOTAL _ $ 51.00
Filed .~~.?~.'I!!~.?.o.q~.. ~
ATTORNEY (Sup. Ct. 1.0. No.)
414 Bridge SL, New Cumberland, PA 17070
ADDRESS
(717) 774-7435
PHONE
Mailed Letters to Attorney on 7/24/2002
CERTIFICATION OF NOTICE UNDER RULE 5.6(al
Name of Decedent: James W. Mumper
Date of Death:
"ebruary 7, 2001
Will No.
21-02-0669
To the Register:
I certify that notice of beneficial interest 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
August 12, 2002:
Gladys P. Mumper
402 Haldeman Avenue
New Cumberland, PA 17070
Notice has now been given
Rule 5.6(a).
011 (} / :~I ~ax;,-
Date:
to all persons entitled thereto under
.---~--._)
( '- -~. C:'i.J~~4L~~
CHARLES H. STONE, Esqulre
414 Bridge Street
New Cumberland, PA 17070
717-774-7435
Capacity:
Personal Representative
x
Counsel for Personal
Representative
cYv
-'" ~ . ~.""" .moo"" _.,.0
REV-1500 EX + (6-00) OFFICIAL USE ONLY
COMMONWEALTH OF PENNSYLVANIA REV-1500 i1-77-f?
DEPARTMENT OF REVENUE
DEPT. 2B0601 INHERITANCE TAX RETURN FII.E NUMBER
HARRISBURG, PA 1712B-0601 RESIDENT DECEDENT 21 2002 0669
COUNTY CODe YEAR NUMBER
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Mumoer, James W 204-03-6401
DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-OD-YEAR) THIS RETURN MUST BE FilED IN DUPLICATE
DENT
02/07/2001 10/04/1920 WITH THE REGISTER OF WillS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Mumper, G1advs P
3. Remainder Return
CHECK 1. Original Return 2. Supplemental Return 8 (date of death prior to 12-13-B2)
APPRO- 4. Limited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
PRIA TE 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(AttachcopyotWill) (Attach a copyofTrus~)
~"
Spousal Poverty Credlt(date of death between
123191 d1195)
00 11.
Election to tax under Sec. 9113{A)
(Att hS hO)
- - "' - - ao ,
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE & CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
COR- Charles H. Stone, Esauire 414 Bridge Street
RE-
SPON FIRM NAME (If Applicable) New Cumberland, PA 17070
DENT Stone LaFaver & Shek1etski
TELEPHONE NUMBER
717-774-7435
OFFICIAL USE ONLY
,. Real Estate (Schedule A) (1) 0.00
2. Stocks and Bonds (Schedule B) (2) 8,076.56
3. Closely Held Corporation, Partnership orSola-Proprietorship (3) 0.00 -
4. Mortgages & Notes Receivable (Schedule 0) (4) 0.00
5. Cash, Bank Deposits & Miscellaneous Personal
Property (Schedule E) (5) 0.00
6. Jointly Owned Property (Schedule F) ~-
o Separate Billing Requested (6) 0.00
RECA-
PITULA- 7. Inter-Vivos Transfers & Miscellaneous
TlON Non-Probate Property (Schedule G or L) (7) 0.00 "
B. Total Gross Assets (total Lines 1-7) (8) 8,076.55
9. Funeral Expenses & Administrative Costs (Schedule H}(9) 6,440.32
10. Debts of Decedent, Mortgage Liabilities, & Lians(Schedule 1}(10) 0.00
11. Total Deductions (total Lines 9 & 10) (11) 6,440.32
12. Net Value of Estate (Line 8 minus Une 11) (12) 1,636.23
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) 0.00
has not been made (Schedule J)
14. Net Value Subject to Tax (Une 12 minus Une 13) (14) 1,636.23
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15. Amountof Line 14taxable atthe spousal tax
rata. ortransfars under Sec. 9116(aXl.2) 1,636.23 X.OO (15) 0.00
-
TAX 16. Amountol Line 14 taxable at lineal rate 0.00 X .045 (16) 0.00
-
COMPU- 17. Amountof Line 14taxableatsiblingrate 0.00 X .12 (17) 0.00
TATION 18. Amount of Line 14 taxable atcollataral rate 0.00 X .15 (1B) 0.00
19. Tax Due (19) 0.00
20. 0 I CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT I
>> BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND RECHECK MATH<<
o PA15001
NTF 29755
Copyright 2000 Greatland/Nelco LP - Forms Software Only
PA REV-1500 EX (6-00)
Decedent's Complete Address:
Page 2
STREET ADDRESS
402 Haldeman Ave.
CITY I STATE I ZIP
New Cumberland PA 17070
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
0.00
0.00
0.00
Total Credits (A + B + C)
(2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Pen alty
0.00
0.00
Totallnterest/Penalty (0 + 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
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 + SA. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WillS, AGENT
(3) 0.00
(4)
(5) 0.00
(SA) 0.00
(5B) 0.00
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;
b. retain the right to designate who shall use the property transferred or its income;
c. retain a reversionary interest; or.
d. receive the promise for life of either payments, benefits or care?
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? .
Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?
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 penalties 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 information of
which preparer has any knowledge.
SIGNATURE OF P SON RESPONSIBLE FOR FILING RETURN
3.
4.
Yes No
~ I
8 ~
D
8J
ADDRESS
New
SIGNATURE 0
17070
EPRESENTATIVE
."
DATE
I,
(3.
ADDRESS 4
New
PA 17070
For c1.ltes of death on or after July 1. 1994ancl before January 1. 1995. the tax rate imposed onthenet value of transfers to orfllrthe use of the surviving spouse is 3%
(,2 P,$.1i 9116(a)(1.1\(i)].
Fot clatesol death on orafterJ<lnuary 1. 1995. the tax rate is imposed onthe net value of transfers to orfllrtheuse of the surviving spouse is 0%[72 P.S.!i 9116{a}(1.1)(ii)].
ThestatutedoesnotexemptalfansfertDasurvivingspousefromtax, and the statutory requirements fDrdlsclosure of assets and fllingataxrllturn are still applicable even if
Ihe survlvlt1gspouse IS the only beneficiary.
FDrci;llesofdeatn an or 'lfter July 1.20QD:
ihet.lxrate IInpo:;ed 0n tile net value of transfers from a deceased child twenty-one ye ars of age oryoungerat death to orfllrtheuseofanaturalparent. an adoptive parent,
~r -l :;tepparent ot the child IS O'io [72 P.S.!i91 16(a)(1.2)].
:-he U\ r.lIe Impo~e Un the net value of transfers to orforthe use of the decedent's lineal beneficiaries is 4.5%. exceptas noted in 72.P.S. S 9116(1.2) [72 P.S.!i9116(a){1)].
-~'e l.,l' t:lle ImPQ:;p lll1 the net value of transfers to orforthe use of the dllclldent's siblings is 12% [72 P.S. !i9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual
,', 11.~ 11,,5 ,1t lea"t "n .JJrenl 'f1 commoll WIth the decedent. whether by blood oradoption.
o PA15002
~ IT" ~ 9 7 5 C
Copyright 2000 Greatland/NalclIlP- Forms Software Only
REV-1503 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mumper, James W
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21-2002-0669
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NO. DESCRIPTION
1. Morgan Stanley Dean
Witter-76 sha. stock
2 Sears Roebuck & Co. -51 shs.
stock
VALUE AT DATE
OF DEATH
6,095.20
1,981.35
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
o PA15031
NTF33300
Copyright 2000 GrBatland/Nelco LP - Forms Software Only
8,076.55
REV-1511EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mumper, James W
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-2002-0669
Debts of decedent must be reported on Schedule I.
ITEM
NO. DESCRIPTION
A FUNERAL EXPENSES:
1. Parthemore Funeral
Home-funeral expenses
2 ~nister and Associate
~nister's services, ($225),
custodian services ($100),
organist ($100), flowers
($95)
3 Catering luncheon
4 Paxtang Cemetery-opening of
grave
B. ADMINISTRATIVE COSTS:
AMOUNT
1,289.00
520.00
20.00
520.00
,.
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN No. of Personal Representative(s)
Street Address
City State
0.00
Zip
Year(s) Commission Paid:
2.
3.
Attorney Fees Name:
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Mumper / Gladys P
Street Address 402 Haldeman Ave.
City New Cumberland State PA Zip 17070
Relationship of Claimant to Decedent Spouse
375.00
3,500.00
4.
Probate Fees
51. 00
5
Accountant's Fees
0.00
6
Tax Return Preparer's Fees
0.00
7 Register of Wills-filing Inheritance Tax Return and
Inventory
9 Reserve for closing expenses
25.00
100.00
Total from continuation pages....
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
40.32
6,440.32
o PA15111
':iF3JJ03
Cooyrlghl2000 Greatland/Nelco LP - Forms Software Only
Estate of: Mumper, James W
Schedule H, Part A -- Funeral Expenses
Item
No. Description
5 DeWalt Press-thank you cards
TOTAL. (Carry forward to main schedule) . . . .
Page 2
21-2002-0669
Amount
40.32
40.32
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
Mumper, James W
21-2002-0669
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I TAXABLE DISTRIBUTIONS Onclude outright spousal distributions, and
transfers under Sec. 9116 (al (1.2)]
1. Mumper, Gladys P
402 Haldeman Ave.
New Cumberland, PA 17070
Spouse
1,636.23
ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 18 AS APPROPRIATE ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II -- ENTER TOTAL NON-TAXABLE DISTRIBS. ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
0.00
o PA15131
NTF33293
Copyright 2000 GreatlandlNelco LP- Forms Software Only
REV-1649 EX + (1-97)
COMMONWEALTH OF
PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Mumper, James W 21-2002-0669
Do not complete this schedule unless estate Is making election to tax assets under Section 9113(A) of Inheritance A Estate Tax Act.
If the election applies to more than one trust or similar arrangement, a separate form must be filed for each trust
This election applies to the Trust/marital. residual A, B, By-pass, Unified Credit, etc.).
If a trust or similar arrangement meets the requirements of Section 9113(A), and:
a. The trust or similar arrangement is listed on Schedule 0, and
b. The value of the trust or similar arrangement is entered in whole or in part as an asset on Schedule 0,
then the transferor's personal representative may specifically identify the trust (all or a fractional portion or percentage) to be included in the
election to have such trust or similar property treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property
is included as a taxable transfer on Schedule 0, the personal representative shall be considered to have made the election only as to a fraction of
the trust or similar arrangement. The numerator of this fraction is equal to the amount of the trust or similar arrangement Included as a taxable
asset on Schedule O. The denominator is equal to the total value of the trust or similar arrangement.
SCHEDULE 0
ELECTION UNDER SEC. 9113(A)
(SPOUSAL DISTRIBUTIONS)
PART A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's
surviving spouse under a Section 9113 (A) trust or similar arrangement.
DESCRIPTION
1 Item 1 on Schedule B
2 Item 2 on Schedule B
VALUE
6,095.20
1,981.35
Part A Total $ 8 , 076.55
PART B: Enter the description and value of all Interests included in Part A for which the Section 9113 (A) election to tax is being made.
DESCRIPTION VALUE
1 Item 1 on Schedule B
2 Item 2 on Schedule B
6,095.20
1,981.35
o PA16491
NTF33310
Part B Total $
(If more space is needed, insert additional sheets of the same size)
Copyright 2000 GreatJancllNelco lP- Forms Software Only
8,076.55
.'
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5hol'I' Chart
Morgan Stanley Dean Witter
Date High Low Close Volume
2/28/2001 68.650 64.400 65.130 7,348,400
2/27/2001 71.340 67.850 69.660 6,971,900
2/26/2001 69.970 64.250 69.200 6,874,900
2/23/2001 68.450 63.500 67.000 9,139,200
2/22/2001 69.490 63.500 68.930 7,833,300
2/21/2001 70.740 65.500 66.040 7,419,400
2/20/2001 75.250 68.380 68.860 7,290,800
2/16/2001 75.580 73.990 74.750 6,522,800
2/15/2001 79.480 75.550 76.320 6,347,200
2/14/2001 79.210 76.200 76.940 5,876,900
2/13/2001 81.650 77.660 79.210 4,942,900
2/12/2001 80.050 77.270 80.000 4,940,900
2/9/2001 80.000 75.880 79.350 5,245,700
2/8/2001 81.550 77.210 78.000 5,334,000
2/7/2001 85.500 78.000 80.200 6,542,800
2/6/2001 87.000 84.010 84.950 3,836,300
2/5/2001 87.120 85.500 86.500 3,251,300
2/2/2001 90.490 85.900 86.260 5,984,500
2/1/2001 89.800 84.630 89.800 7,401,400
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Sears Roebuck & Co
Date High Low Close Volume
2/28/2001 41.600 40.800 41.050 2,665,200
2/27/2001 40.830 39.830 40.720 1,877 ,900
2/26/2001 40.480 39.090 40.300 1,837,400
2/23/2001 39.400 38.380 39.090 1,543,100
2/22/2001 39.400 38.300 38.910 1,607,800
2/21/2001 40.160 39.260 39.400 2,534,300
2/20/2001 40.800 39.140 40.250 3,136,600
2/16/2001 39.950 38.650 39.130 1,788,000
2/15/2001 39.030 38.300 39.030 1,020,900
2/14/2001 39.000 38.300 38. 770 1,347,100
2/13/2001 38.690 37.520 38.390 1,051,900
2/12/2001 38.970 37.300 38.470 1,508,000
2/9/2001 37.800 36.800 37.300 1,672,800
2/8/2001 38.510 37.100 37.600 1,327,400
217/2001 38.920 38.120 38.850 1,162,200
2/6/2001 38.490 37.800 37.970 629,200
2/5/2001 38.440 37.600 37.880 976,500
2/2/2001 38.990 37.900 38.000 1,103,900
2/1/2001 39.350 38.130 38.760 1,234,500
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
J
55:
Gladys P. Mumper
being duly
sworn
according to law, deposes and says that S he
01 the Estate of James W.
is the ~dministratrix
Mumper
late 01 _N_eW:.Surnber_l~nd_ Borough. ___, Cumberland County, Pa., deceased and that the
. h" . t d b Gladys P Mumper th 'd Administratrix
Wit In IS an I"ven cry ma e y . ___~____, e sal
of the entire estate of said decedent, consisting of all the personal prop~rty and real estate, except real estate outside
the Commonwealth 01 Pennsylvania, and that the ligures opposite each item 01 the Inventory represent it's fair value
as 01 the date 01 decedent's death.
19
~~~--"-?6)1/'k~R.R''>
Glaays. xecUl'Or. Adminid / o"i'rlx
Mumper
402 Haldeman Ave.
and subscribed before me,
J
New Cumberland, PA 17070
Address
Date 01 Death
07
Day
02
Month
2001
Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be Ii led within thirty days 01 discovery 01 additional assets.
3. Additiona' sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act 011949.
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Inventory of the real and personal estate of 0
James W. Mumper deceased
PERSONAL PROPERTY
Morgan Stanley Dean Witter-76 shs. stock
6,095 20
Sears Roebuck & Co.-51 shs. stock
1,981 35
TOTAL PERSONAL PROPERTY
$8,076 55
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1'2- /,-7-Y
"- BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS ANO ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-16-2002
MUMPER
02-07-2001
21 02-0669
CUMBERLAND
101
CHARLES H STONE
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND
ESQ
PA 17070
*'
lE~-1547 EK f,fP ~1I1-1I1)
JAMES
W
Allount Rellitted
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
17l
.00
8.076.55
.00
.00
.00
.00
.00
IS)
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 ~
Rif,,=i54j-Ex--,\i:'p--ioFozrNci'ficE--O"-YNHERii'ANCE-"-AX-AppRAisEMENT-,--,\r.i-owAHcE-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MUMPER JAMES W FILE NO. 21 02-0669 ACN 101 DATE 12-16-2002
TAX RETURN WAS' I X) ACCEPTED AS FILED
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 OJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule El
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad... Costs/Misc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental 8equestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
NOTE:
191
IIOl
6,440.32
NOTE: To insure proper
credit to your account,
submit the upper portion
of this for. with your
tax payment.
8,076.55
6.440 3:>
1,636.23
.00
1,636.23
00 ,
045,
12 ,
15 ,
.00
.00
.00
.00
.00
.00
Illl
1I2l
113)
114)
(15)
1I6l
1I7l
lIS)
1,636.23 X
.00 X
.00 X
.00 X
119)'
TAY CR"'DITS:
..,,"<n, \.J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID 1-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF AODITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIDNS.l
STATUS REPORT UNDER RULE 6.12
/', "
Vii!
t "
I
Name of Decedent: James W. Mumper
Date of Death: February 7, 2001
Will No. 21-02-0669
To the Register:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court
Rules, 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: Yes ~ 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? Yes No X
(b) The separate Orphans' Court No.
the personal representative's account is:
(if any) for
N/A
(c) Did the personal representative state an account
informally to the parties in interest? Yes~ No
(d) Copies of receipts, releases, joinders
approvals of formal or informal accounts may be
with the Clerk of the Orphans' Court and may be
to this report.
and
filed
attached
Date:
(\. "
'... (.l..-AJ'.~
/1,
/
~~ DO 3
Capacity:
Personal Representative
x
Counsel for Personal
Representative
Cumberland County - Register Of wills
Hanover and High Street
Carlisle, PA 17013
phone: (717) 240-6345
Date: 1/06/2003
STONE CHARLES H
414 BRIDGE STREET
NEW CUMBERLAND, PA 17070
RE: Estate of MUMPER JAMES W
File Number: 2002-00669
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) 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 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 will become delinquent on: 2/07/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
n "l/1/l,{)Jto /~
tk.J~ II j, t /Jlu..
DONNA M. OTTO '12 ..;...
DEPUTY REGISTER OF WILLS v~
cc: File
Personal Representative(s)
Judge
.
.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
Will No.
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, 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:
Yes 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? Yes No
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 No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:
Signature
Name (Please type or print)
Address
( )
Tel. No.
Capacity:
Personal Representative
Counsel for personal
representative
(MAH:rmf/AM3)