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HomeMy WebLinkAbout01-0425PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of ~''~' ~ ;~ ~~,~'~ ~ ~'~' x ff~r= ~?'' also known as ___ __ D~ ceased. Social Security No. ~ `~ ~ ~ d ~` U<- No. ~ ~ - 6 ~ - gas To: Register of Wills for the County of ~ ~~"~~c~r'~~''4'~-=~ in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: (d.b.n.; pendente liter durante absentia; durante minoritate) the above decedent. Your petitioner(s), who is/are 18 years of age or older, app ' ~ for letters of administration on the estate of Decendent was domiciled at death in ~ ~~~'' ~ ''-' <' ''~'°''~~'' _ County, Pennsylvania, with h 4 '~ last family or principal residence at~`~~`~'~~ ~~- ~,~=> t>~~~%~_~ b'~~' ~~~~~~~~~ ~.1~ :~ ~~,~lis<<~ (list street, number and municipality) ~ R iT~% Decendent, then 7 ~ years of age, died _ -'%'^'~~~~'~fi 3,'' ;,~~~ at c.y"~~ f'~ ~<~ ~ ~. = C ~ C .~J f~C1 /!?~ c- ~~',~ / _:,~ E i°~~ ~ t C~ ~~ Decendent at death owned property with estimated values as folllows: (If domiciled in Pa.) All personal property $_~~., C'' ~? G (If not domiciled in Pa.) Personal property in Pennsylvania $ y (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: ~~~ v<~ G' Petitioner after a proper search has ascertained that decedent left no will and was survived by the following spouse (if any) and heirs: name Kelationship Residence !-rc ~~,- ; ~ ,~J . ~ ff,~ = it .s n. ,'~,J~ '3.s' i ~ ~~1.~ z~ ~f- .~ r.~ ,Q.~ ~!-s-,%T ~ ~=mar ~'/-~ ~ c~c ~~ r~ '~ G THEREFORE, petitioners} respectfully request(s) the grant of letters of administration in the appropriate form to the undersigned. _~---"'7 ~ ~. i C. ~ 6J ~ ~ v ~- ~ c ~.o c~ ~ ~~ v w 0. v c.. L C _~ /~ ~~~ ~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND 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 a~d subscribed ~ ~~ ~ ' ,-, before this ~ 7 day of 19 Register NO. 21-01-425 Estate Of MARY ARLENE RHEEM ,Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW APRIL 27, 2001 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that THOMAS ALLEN RHEEM is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration are hereby granted to THOMAS ALLEN RHEEM in the estate of MARY ARLENE RHEEM FEES Letters of Administration ..... $ 115.00 Short Cert-i~cates(3) .......... $ 9.00 Renunciation .. ._ • • • • • • • • • $ 5 00 JCP $ TOTAL $ 129.00 Filed .. , APRIL• ,27th. , . , . , A•D, 2001 / r i ~ ~ a ~ - \~ Register of Wills ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE MAILED LETTERS AND ORDERS TO ADMINISTRATOR APRIL 30, 2001 ARNING: IT IS ILLEGAL TO ALTER THIS COPY OR TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH. yy~~SF,'~F+'gsi'r?Ty~~f~.~~P;yIT r,js:: i r../~ti -r~l e!!-'la+ ::C':y)°f;3.p.. ~^ {~ ;g ,i; ,. ,~ ~_ ~~ «~ ,y.. r^~ ~ 7 ~; s ., ~~~~ i . ~• ~4.~ r ~ ~ ~A ,~,,a ~ ~ __~ 4 2 2 0 01 ,~ ~~~ ~ _ u ~~ T,~-~~~ ~ ~~,~, ,,~,, < < ;F~~ ~~ . ~~,,~„~, ~„ s , .. ~ ,~ C .. , Mary Arlene Rheem ._ Female ,~ ~ ~, , . ~ f ~.~ ~~, 196~14~-0602 ,, .,r ~ ;+„ 3r31~2001 ~4~ ~~-- 1 ,- Nov . 14, 1.922 r.~;~t~~i~::,r~' ---Thompsontown_,_ P.A._ _._ ~-~, ;, ~~ ; , Church of God Home __ Cumberland Carlisle ~~, ~~~~:~~ ,,_ f- ~ - W ite ,r ,. , , , r, ; , ~ _ Clerk _ - _ _ - ._ _ ---- - _ __ rr~P ~rL~ ,~ ,t, s 7 ~-.~ _ ;;:,~~~;,r;,,~~ Church of God Home ~,u~ ~,,; ~ ~-+ Divorced r.,;~; ~,;,,~,, ~,,,d;~:~s,. 801_N._ Hanover St__ _ Carlisle PA 17013 k~~~r~x-~,~~~' Howard__Rhe em _ __ __ ~~ar~~~;r.=~i ~~a~~~,t~~~ David M. _M~rers__ N ~~„~_ ~; ~ ~ , ~_ ,,~=r;-; ~ ,;}; E, ~ ~. David Myers _Funeral Home,_ New portt___PA 17074 ±~- ~~i ~ettfi, -~f_~, ~~ 3~:~ ~~~~~ ASHD .. _ .'li== .~.k .. ,t: 1~~.,.,~rik?~ 101n~ 3r7~~J~~ ~~~ ,_ ,. __..~ ,.. i ci. J <_.! ~ : I _ XX _ _ ., ~.~ ~,-.,., .,-, ~~ ., ~,~_,.?., ,. George P . Branscum M . D . __. _ _ _ _- d ~~,'i r=.. ~.~ ~._~~ . ~ ~x ~, , ~=~ ~ '~ ~~ . ~~~ . ~~~;~,.:,,s 850 Walnut Bottom Road, Carlisle, PA 17013 ., ... ~,~~ ~, ~ ~ ,~ ~ ,,~ ~* ors f~~~; ~ ~ ~~ ~- ,- ,-~~~, ~ ~ ~ ~~ ;. ~ . y a -,~ -`; ~(_(`%3{ .iE-'(. iS1~c'1r'. f~;~ =~C"r~! A~ _E'r`1i'C'~-~i~? try+~ fit ~~ ' tc-; t~- • ~[..?- - - ~~~~.~~ 5.0 ~ 4.5.5 4r2t20.01 1.0.1 Barn_e_t~__.St_..; New B10_omfield_, PA 17068 Name of Decedent: Date of Death: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) ~ % r~ ~ ,{cif ~ C3C~ Will No. '~ UQ / ~- ~ ~`7 ~ ~ Admin. No. ~ CJCJ ~ - a' C~ ~2 ~ To the Register: I certify that notice of (beneficial interest) estate administration 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 ~ ~ ~ ~ .~ C~C~ ~ Name Address 1 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except /~ Date: .Z '~ ~~/1 ~;~ .~ ~ ~ ~ Signature _-----_ Name ~~ ~e ~ - / ~, Address ~~ /~ ~';,~~~, j,~,~~_ ,~;~,~r~ /' Telephone ( ) ,2~~ ~~,2j.2 ~ ~ Capacity: X Personal Representative -~ x ~ ~ Counsel for personal representative CUMBERLAND REGISTER OF WILLS OF izlla@~O~~COUNTY INVENTORY AND APPRAISEMENT of the assets of the Estate of .... ,Mary, Arlene Rheem . . . . . . . . . ..... . . . ..... . . late of the ... Borough ............................... Of .... Carlisle............ ~... . .............Decease Date acquired if subject to P. P. Tax 1. Prem. 1408 Bradley Dr., Unit L-214, Carlisle, PA 2. County Tax - Adjustment 3. School Tax - Adjustment 4. Monthly Condo Fee - Adjustment 5. M & T Bank - Checking Account 6. M & T Bank - Savings Account 7. Chevrolet Cavalier 8. Personal Effects TOTAL ~... ..~t. r- ~`fy ~ : ". '"'"` ~ ,. _ Q C7 N ._. ~~ f~,.) . {.J'1 . . .. ~ $52,900 15 302 23 1,894 16,487 6,000 100 $77,724 ~~, w~ ~~ ~`. ~;,~ i. 00 61 67 33 92 66 00 00 19 NOTE: If additional space is required, attach extra sheet(s). COt;fNTY OF MONTGOMERY, SS. THOMAS A. RHEEri Personal Representative (s) of the Estate of ...---••rlary •Arlene •Rheem .....................................................................................................................Verify 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 L~dent'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/we understand that false statements herein are made subject to the penalises of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. ~x~~ THOMAS A. RHEEM CHRISTINE EMBERY WALTZ - ~~56629 Attorney .300 •Huntin~don.Pike .............. ................................. • Rockledge;..PA .19046 .......... .............................. CUMBERLAND REGISTER OF WILLS OF COUNTY INVENTORY AND APPRAISEMENT Of theSSSetsoftheEstateof....,Mary,Arlene Rheem,,,,,,,,,,,,,••...•,.........•....._.....,...•.,..•.• iate of the ... Borough .................... ........ Of .... Carlisle...................... . • • • ......Decease Date acquired if subject to P. P. Tax 1. Prem. 1408 Bradley Dr., Unit L-214, Carlisle, PA 2. County Tax - Adjustment 3. School Tax - Adjustment 4. Monthly Condo Fee - Adjustment 5. M & T Bank - Checking Account 6. M & T Bank - Savings Account 7. Chevrolet Cavalier 8. Personal Effects TOTAL $52,900 15 302 23 1,894 16,487 6,000 100 $77,724 ~, 00 X61 67 33 92 66 00 00 19 NOTE: If additional space is required, attach extra sheet(s). COUNTY OF MONTGOMERY, SS. THOMAS A. RHEEr1 Personal Representative (s) of the Estate of ........nary .Arlene . Rheem ............................................................... verify 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 deaxh, and that Dacedent owned no real estate outside ofthe Commonwealth of Pennsylvania except that which ~ppeazs in a memorandum at the end of Ibis inventory. Ifwe understand that false statements herein are made subject to the penalties of 18 Pa C.S. Section 4904 relating to unsworn falsification to authorities. ~~r~ /t/o .,~ ~ s . ~r-_r- THOMAS A. RHEEM CHRISTINE EMBERY WALTZ -- ~~56629 Attorney .300 Huntin~dori Pike ............................. . Rockledge;__PA , ~.9046 .............................. BUREAU OF /INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 2806D1 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT CHRISTINE EMBERY WALTY~ES~'~~~` ~~ ~ "~ '~at4 EMBERY ETAL 300 HUNTINGDON PIKE~y ROCKLEDGE PA~~~~46 REV-1607 EX AFP (01-02) DATE 02-25-2002 ESTATE OF RHEEM MARY A DATE OF DEATH 03-31-2001 FILE NUMBER 21 01-0425 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this fora with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1607 EX AFP (01-02) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF RHEEM MARY A FILE N0. 21 01-0425 ACN 101 DATE 02-25-2002 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-11-2002 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): 3,170.85 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 06-25-2001 AA496770 158.54 9,000.00 02-07-2002 REFUND .00 5,987.69- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. ~ IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE 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. ) 3,170.85 .00 .00 .00 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 OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 E% AFP (12-00) ~~~_': DATE 02-11-2002 ~-+ ~ _ ESTATE OF RHEEM MARY A DATE OF DEATH 03-31-2001 FILE NUMBER 21 01-0425 CHRISTINE EMBERY WALTZ~~ES~~S ~~ ;',~'C~ COUNTY CUMBERLAND ACN 101 EMBERY ETAL 300 HUNTINGDON PIKE~'w' Amount Remitted ROCKLEDGE PA~~9- :_ MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP (12-00) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF RHEEM MARY A FILE N0. 21 01-0425 ACN 101 DATE 02-11-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. -Real Estate (Schedule A) (1) 53,241.61 2. Stocks and Bonds (Schedule B) (2) .0 0 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 4. Mortgages/Notes Receivable (Schedule D) I4) .0 0 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2 4,48 2.5 8 6. Jointly Owned Property (Schedule F) [6) .0 0 7. Transfers (Schedule G) (7) .0 0 8. Total Assets (g) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 77,724.19 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 6,734.50 (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5 26.29 11. Total Deductions (11) 7.260.79 12 . Net Value of Tax Return (12 ) 7 0 , 4 6 3.4 0 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .0 0 14 . Net Value of Estate Subject to Tax (14 ) 7 0 , 46 3.4 0 NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 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 ) . 0 0 X 0 0 _ . 0 0 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 70,463.40 X 045. 3,170.85 17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 - .0 0 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 - .0 0 19. Principal Tax Due (19)= 3, 170.85 TAY f`DCflTTC. PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 06-25-2001 AA496770 158.54 9,000.00 TOTAL TAX CREDIT 9,158.54 BALANCE OF TAX DUE 5,987.69CR INTEREST AND PEN. .00 TOTAL DUE 5,987.69CR * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~:.a z ~i O ~4' Q l.i [3~ f~ "{ {~ •r{ f" Wow ~ W m 4Wo~ ~ U Z Q N +-i ~ I ~~ ~`;~ A~ r .~;. ~»;. .~ <r i.: ~ .~ ^r .~. ~a.y.+.-' 4L. ~:,i, ice.. ~ ~ <x, ~ ,.; 4 `y... ~ jWi a'~ ~ ~ : i . ~ .,,.. :_. ~- o x;.- ~ ~~ ~t r ~ ~ - . s c `~ W ~ ,_.: .. i w W 0 J 0 LL A~yiw~-;~ ~' ~-i;;~y aa'°~ ~ • +~~ ~ • } . . k f ~ ; ~`y~ W ^ { v ~" ' * ' .~J"s a ~ ~a ~i 4t, Z C7 Q J 4 F- O H u, 0 J {~ " ~ -:. ,:~- ~; E= u ~ d~. ' m `~ • - t~-~ I f'~ 1 Q. ..r W H ~ ',',, z w w ti >- o ~ ~ ~ w. m ~ ~ i t " a- -;-` Y ~ D ~ Q ir Z ~ ' r ' W.. 0 , O Q ~ >- U ~ LL 0 ~ ~ CA J w w t- t- cn z ~ w H W _ LL. Z p d. ~ p i J RiR.Fj a ..~.i +~fl~ M~{1 x ~G F 4 i A C u C (".' .i. v J Q W U? J J_ LL W F- (!) C3 W CC 3218 Glendale Drive Bensalem, Pennsylvania 19020 22 June 2001 Friday Ms. Mary C. Lewis, AGENT Cumberland County -Register of Wills Courthouse Hanover and High Streets Carlisle, Pennsylvania 17013 Ms. Mary C. Lewis: A $9,000 check is enclosed as partial payment on account due on the Pennsylvania state inheritance tax on the estate of deceased Mary A. Rheem. Mary's date of death was 31 March 2001. Her Social Security number is 196-14-0602. Her Pennsylvania deceased estate file number is 21-01-0425. I understand this is PARTIAL payment of Mary's Pennsylvania estate inheritance taxes. The 5% discount for submitting within three (3) months of death applies to only this $9,000 amount. Mary's final REV-1500 tax form and final tax payment will be submitted within the allowed current nine (9) period ending 31 December 2001, as soon as real estate is sold. Respectfully, ,~~~ 1 Thomas A. Rheem, EXT JOSEPH R. EMBERY, III RICHARD J. EMBERY CHRISTINE EMBERY WALTZ C. GEORGE MILN ER. III LAW OFFICES EMBERY, OUTTERSON &FUGES A PROFESSIONAL CORPORATION 300 f-IUNTINGDON PIKE fZOCKLEDGE, PENNSYLVANIA 1 9 046-4445 (215) 663-9005 December 18, 2001 County of Cumberland Court House 1 Courthouse Square Carlisle, PA 17013-3387 Attention: Register of Wills RE: Estate of Mary Arlene Rheem D/O/D 3/31 /2001; File #21-01-A0425 Dear Sir/Madam: JOSEPH R. EMBERY 1893-1938 C LARENCE E. OUTTERSON 1915-1927 FREDERICK C. FUGES 19 17-1943 JOSEPH R. EMBERY, JR. 1924-1970 FAx (215) 663-8283 I represent Thomas A. Rheem, Administrator of the Estate of Mary Arlene Rheem, Deceased. I am enclosing herewith the Pennsylvania Inheritance Tax Return in duplicate and the Inventory in triplicate for the above referenced estate. Kindly acknowledge receipt of the above by stamping and dating the enclosed copies of the cover page of the return and the inventory and returning same to this office in the envelope provided. Thank you. Very truly yours, c ~`~ r~ CHRISTINE EMBERY WALTZ CEW:cad Enc. STATUS REPORT UNDER RULE. 6.12 Name o f Decedent : /'~~i9 ~ ,~ ~1~.C F '~ ~ ~'7 Date of Death: ~ ~ /~F7~? ~QQ ~ 2 a o /_ O ©~-/Z~' W i 11 No . Adm i n . No . ,~~ ~/ - Q /- Q ~~~. 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 w ether 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 rep esentative file a final account with the Court? Yes No_~. b. The separate Orphans' Court No. (if any) for the personal representative's account is: ~o.,~/~ c. Did the personal representative s ate an account informally to the parties in interest? Yes_j~ 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 : ~ ~~E/.~ ~od3 ~ ~ , Signature `~= Oin S t'`~ Name (Please type or print) ~ ~- s ~~ ~'~ •~'~7 i ~ o D Address ~.Z / -~ -r 5 2 5,2 2 v Tel. No. Capacity: _~Personal Representative Counsel for personal representative L~ ~~ ..~ (MAH:rmf/AM3) Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone:(717) 240-6345 Date: 2/07/2003 THOMAS A RHEEM 3218 GLENDALE DRIVE BENSALEM, PA 19020 RE: Estate of RHEEM MARY ARLENE File Number: 2001-00425 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 N0. 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: 3/31/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~Z~l~~ `~~ DONNA M. OTTO DEPUTY REGISTER OF WILLS cc: /File Counsel Judge COMMONWEALTH OF ~_. ~ REV 15 0 0 fTFFICIAt.. LlSE !~)NI..Y PENNSYLVANIA /6., ~ 07 ry ~~ DEPARTMENT OF REVENUE DEPT.280601 INHERITANCE TAX RETURN - _ - ------ - ---- FILE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 2 1 - Q ~ A Q. ~ ~ ~ COUNTVCneE vlga kulnaea DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Z W Rheem, Mary Arlene 196- 14 - 0602 W DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE V 03 31 2001 11 1 1 2 REGISTER OF WILLS G (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER F ~1. Original Return ^2. Supplemental Relum ^3. Remainder Return (aa~e oraeaM ndo<lolz-rsazl w i ~ ^ 4. Limited Estate ^ 4a. Future Interest Compromise lame Mdeam aaer Izr2-azl ^ 5. Federal Estate Tax Retum Required ~ a m ^ 6. Decedent Died Testate Ignam wpy of wnp ^ 7. Decedent Maintained a Living Trust (gtlach spy or tNnl 0 8, ToWI Number of Safe Deposit Boxes 9. Litigation Proceeds Received 10. Spousal Pove Credit dale meealn beMSea r2si-ai aM v ^ ^ I'tY I r-ss1 ^ 11. Elecfion to tax under Sec. 9113(A) (gnam sin of z w o NAME Christine Ember Waltz Es uire COMPLETE MAILING ADDRESS ~ rc FIIRMNAME(ngpgicaE~a) mbery, Uutterson & Fuges, PC 300 Huntingdon Pike p TELEPHONE NUMBER Rockledge, PA 19046 (215 663-9005 1. Real Estate (Schedule A) (1) 53 241.61 ; 3 : OFFICU~ USE ONLY 2. Stocks and Bonds (Schedule 8) (2) _ ~' = r.. CO Z? tb ~'' 'r~1 C1 to 3. Closely Held Coryomtion, PaMership or Sole-Propdelorship (3) t= C. n 4. Mongages & Notes Receivable (Schedule D) (4) N 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 24 , 482.58 Z (Schedule E) 'L' ~ 6. Jointly Owned Property (Schedule F) (6) ^ S t Billi R t d -'~ ~` IV -M -J epara e ng eques e ~ 7. Inter-Yvos Transfers & Miscellaneous Non-Probate Property (7) a a W Z 0 Q H a 0 V B. ToUI Gross Assets (total Lines 1-7) (8) 77.724.19 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line it) 13. CharNable and Govemmenfal BequestslSec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Su6Ject to Tax (Line 12 minus Line 13) 9. Funeral Expenses & Adminisbative Costs (Schedule H) (9) _ 6 , 7.34.50 10. Debts of Decedent, Mongage Liabilities, d Liens (Schedule I) (10) 526.29 5EE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal role 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate (11) 7,260.79 (12) 70,463.40 (13) (1a) 70,463.40 z .0 _ (15) 7~,4~3 ~~ x .a ~ (1s) 3.170.85 x .12 (17) x .15 (18) 19. Tax Due (i9) 3.170.85 ~ 20. © • • , nnr.Pdent's Complete Address: STREET ADDRESS 1408 Bradle ` Unit L-214 aTV Carlisle STATE ZIP Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (i) 3, 170.85 2. Credits/Payments A. Spousal Poverty Credit e. Prior Payments 9.000.00 C. Discount. 473.68 TotalCredits(A+g+C) (2) 9,473.68 3. InteresUPenalry if applicable D. Interest E. Penalty Total InteresUPenalty (D + E) (3) 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 (4) 5 , 82 9. 15 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is fhe TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. 15g) 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 No a. retain the use or income of the property transferced :.................................................................................... ...... ^ b. retain the dght fo designate who shall use the property transferred or its income :...................................... ...... ^ ^X c. retain a reversionary interest; or ...................................................................................................:................ ...... ^ 0 d. receive the promise for life of either payments, benefits or care? ................................................................ ...... ^ 2. If death occurred after December 12, 1982, did decedent trensfer property within one year of death without receiving adequate considerotion? ........................................................................................................ ...... ^ ^X 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ....... ....... ^ ^X 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................................................................................................. ....... ^ Q IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. my correct and Declaration of preparer other Than Ne personal representaYVe Is oases on an imortnauan m wnwn preparer nas any,nowieege. SIG~I~` A~~j OF PERSON RE IBLE FOR FILING RETURN DATE OF For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value bf transfers to or for the use of the surviving spouse is 3% [/2 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 7995, the tax rate imposed on the net value of Uansfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a lax velum are still applicable even if the surviving spouse is the only benefidary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child hventy-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [/2 P.S. §9116(a)(1.2)]. The tax rate imposed on the netvalue of transfers to or for the use of the decedent's lineal beneficiades is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(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. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood pr adop0on. aEVnw~x•11sr1 SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Marv Arlene Rheem, Deceased 21-2001-0425 All real properly owned solely or as a tenant in common must be reported at fair market value. Fair marketvalue is defsred as the price at which propany would be exchanged between a wBfng buyer and a willing seller, neither being compelled to buy or sell, both havirg reasonable knowledge of the relevant facts. Real property which is Jointty-owned with right of survivorehi must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Prem. 1408 Bradley Drive, Unit L-214, Carlisle, PA $52,000.00 2. County Tax -Adjustment 15.61 3. School Tax -Adjustment 302.67 4. Monthly Condo Fee -Adjustment 23.33 TOTAL (Also enter on line 1, Recapitulation) I $ 53 , 241.61 (If more space is needed, insert additional sheets of the same size) RcN-1508E%+I~~n SCHEDULE E COMMONWEALTH OFPENNSVLVANIA CASH, BANK DEPOSITS, ~ MISC. INHERITANCE TA% RETURN PERSONAL PROPERTY RESIDENT DECEDENT euie,ie yr PILE NUMBER Mary Arlene Rheem, Deceased 21-2001-0425 Indude the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned whh the right of survivorship must be discbsed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. M & T Bank -Checking Account $1,894.92 2. M & T Bank -Savings Account 1.6,487.66 3. Chevrolet Cavalier 6,000.00 4. Personal Effects 100.00 TOTAL (Also enter on line 5, Recapitulation) I S 24 , 482.58 space is needed, insert additional sheets of the same size) REV-1517 EXi (1&99) C ' `. SCHEDULE N COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES 8r INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Mary Arlene Rheem, Deceased 21-2001-0425 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: t Myers Funeral Home -Stone Inscription $ 172.20 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City _ State Zip Year(s) Commission Paid: 2. ~ Attorney Fees - Embery, Outterson & Fuges, PC -Services ~ 325.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. I Probate Fees I 129.00 5. ~ Accountant's Fees 6. Tax Return Preparer's Fees T Condo Assoc. Fees -May-Nov. 2001 490.00 Cumberland County Taxes 497.63 P.P & L - 6/12 - 12/1/01 133.91 Suburban Water - Sf4 - 11J20/O1 279.60 Barricks Plumbing -Repairs for Settlement 796.14 Prem. 1408 Bradley Drive, Unit L-214, Carlisle Settlement Expenses (See attached sheet) 3,911.02 TOTAL (Also enter on line 9, Recapitulation) $ 6, 734.50 (If more space is needed, insert additional sheets of the same size) ESTATE OF MARY ARLENE RHEEM, DECEASED SCHEDULE H (continued) Settlement Expenses Jack Gaughen -Real Estate Commission Jack Gaughen -Transaction Fee Notary Fees Transfer Tax Water Sewer $3,174.00 100.00 2.00 529.00 106.02 $3,911.02 n ' i ~~~ SCHEDULE COMMONWEALTH OP PENNSYLVANIA ~` ' ' DEBTS OF DECEDENT, I"IINEwi~Nrci cE~rriT"" MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Mary Arlene Rheem, Deceased 21-2001-0425 hwlude unreimhursed medicalezpenses. ITEM '---- NUMBER DESCRIPTION AMOUNT 1. Carl Imaging Association -Balance Aue $ 29.72 2. Dr. Guerric -Balance Due 12.45 3. CVS -Pharmacy Bill 69.59 4. Dr. Spivak -Balance Due 103.00 5. Howard B. Rheem -Reimburse for expenses 171.53 6. Howard B. Rheem -Reimburse for Condo Fees 140.00 TOTAL (Also enter online 10, ftecapilulation) I S 526.29 space is needed, insed additional sheets of the same size) a£v-f5Y3 Ex. rys~1 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ESTATE OF Mary Arlene Rheem, Deceased SCHEDULE) BENEFICIARIES FILE NUMBER 21-2001-0425 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Llst Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. Thomas A. Rheem Son Entire Estate 3218 Glendale Drive Bensalem, PA 19020 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINE S 15 THROUGH 17, AS APPROPRIAT E, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO.TAX IS NOT BEING MADE 1. 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, +nsert additional sheets of the same size)