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HomeMy WebLinkAbout09-18-15 Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: C'a Date of Death: z S File Number: 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. . . . . . . . . . . . . . . . . . . . . es O 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? . . . . . . . ElYes 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . es 17No d. Copies of receipts, releases,joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date Signature of Person Filing this Form _ — Capacity: OPersonal Representative ounsel LLI -D ciz Name of�P,e�rrson Filing this Form /^1l t. AddresRcr� L Ad Of C.7 W r` CJ Telephone Form RW-10 rev. 10.13.06 �} NOTICE OF INHERITANCE TAX pennsytvania BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 06-29-2015 ESTATE OF LAMBERT LANCE E DATE OF DEATH 01-25-2014 FILE NUMBER 21 14-0691 COUNTY CUMBERLAND RAUCH KEVIN D ACN 101 STE 201 APPEAL DATE: 08-28-2015 945 E PARK DR (See reverse side under Objections) HARRISBURG PA 17111-2804 Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4- i-E-V:i-5-4-7-i-X--A�-P--(ii---1-43--N-O-Ti-C-E-6i--I-N;-E-R-I��-N-C-E-�-A-X-�-P-P-Rii-S-E;i-N-T-,-i-L-L;�-A-N-C---0_R--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: LAMBERT LANCE EFILE NO. :21 14-0691 ACN: 101 DATE: 06-29-2015 TAX RETURN WAS: ( X) ACCEPTED AS FILED C CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper 2. Stocks and Bonds CSchedule B) (2) .00 credit to your account, 00 submit the upper portior 3. Closely Held Stock/Partnership interest CSchedule C) (3) of this form with your 4. Mortgages/Notes Receivable CSchedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 100 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers CSchedule G) C7) .00 S. Total Assets CS) .00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .00 10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) .00 11. Total Deductions (11) . 00 12. Net value of Tax Return C12) .00 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net value of Estate Subject to Tax (14) .00 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) -DD x 045 = .00 17. Amount of Line 14 at sibling rate (17) .130 , X 12 = .00 18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00 19. Principal Tax Due C19)= .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.