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HomeMy WebLinkAbout11-03-14 f F, w Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Karen M Stump Date of Death: 12/10/2011 File Number: 21 - 11 -01381 Pursuant to Pa. O.C. Rule 6.12, 1 report the following with respect to completion of the administration of the above-captioned estate: 1.. State whether administration of the estate is complete: 0 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 0 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 0 No d. Copies of receipts, releases,joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. LL_ CYj CJ CO L! `j Dated A/29&2014 1-t- 1.- Q_ t: t Signature of Person Filing this Form _ Lx_ r., a J Capacity: ❑ Personal Representative ❑X Counsel CZ I— C- cry t� Michelle L Sommer #93034 Lli LJ C.7 •C Name of Person Filing this Form ^ Ll_ CT - 2 West High St Address Carlisle, PA 17013 City,State,Zip 717/249-0900 Telephone - Form RW-10 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. NOTICE OF INHERITANCE TAX pennsytvania BUREAU.*OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE PERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-15) O'HBOX 280601 HARRISBURG PA 17128-0601 DATE 10-21-2014 ESTATE OF STUMP KAREN M DATE OF DEATH 12-10-2011 FILE NUMBER 21 11-1381 COUNTY CUMBERLAND SOMMER MICHELLE L ACN 101 2 W HIGH ST APPEAL DATE: 12-20-2014 CARLISLE PA 17013-2922 (See reverse side under Objections) Amount Remitted F MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS I COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE --0, RETAIN LOWER PORTION FOR YOUR RECORDS Rii:1;47-Ei-AFP-COO-i33-NOTICE-OF-INHERITANCE-TAX-APPRAI;EME;i-, .AEEOWA;CE-Oi--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: STUMP KAREN MFILE N0. :21 11-1381 AC14: 101 DATE: 10-21-2014 TAX .RETURN WAS: ( X) ACCEPTED AS FILED CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00, NOTE: To ensure proper 2. Stocks and Bonds (Schedule 8) (2) .00 credit to your account, S. Closely Held Stock/Partnership Interest (Schedule C) (5) .00 submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 406.89 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) ' (7) .00 8. Total Assets (8) 406.89 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11,210.60 10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) .00 11. Total Deductions (11) 11,210.60 12. Net Value of Tax Return (12) 10,803.71- .13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) .0 0 14. Net' Value of Estate Subject to Tax (14) 10,803.71- NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will reflect figures that include the total of all returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at spousal rate (15) .00 X 00 = .00 16. Amount of Line 14 taxable at lineal rate (16) -fln x 045 = .00 17. Amount of Line 14 at sibling rate (17) -0-0 x 12 = .00 18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT AMOUNT PAID DATE NUMBER INTEREST/PEN PAID TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER -DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT.(CR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE'SIDE FOR INSTRUCTIONS.