HomeMy WebLinkAbout01-0942
CUMBERLAND
Register of Wills of County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of
SOUTHARD C. BEWARD
No.
21-01-942
also known as
Late of
Cumberland County, Pennsylvania.
, Deceased
Social Security No.174-16-9474
Barbara J. Beward
f'eIIIIOllel(sl. who ill/lIle 18 vear. of Age Dr mde., apply(ies) 'OJ
(COMPLETE "A" OR "B" BELOW:)
Q
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut_ named in the Last Will of the
Decedent, dated and codicil(sl dated
State relevant circumlltRfl(;eS, e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incompatent:
~
B. Grant of Letters of Administration
je.t.B., d.b.n.c,t.IL pendente lite; dUlItnte IIbsentie; L1tJftlnh~ minorill!llel
Petitioner(sl after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse
lif any) and heirs:
Name
Relationship
Residence
Phyllis Weller
daughter
501 Rick Road
Mechanicsbur PA 17055
11 Town Rid e Road,P.O.Box211
Barbara J. Beward
dau hter
McAlisterville
PA 17049
ICO
Decedent was domiciled at death in Cumber land County, Pennsylvania, with his/her last family or principal
residence at Manor Care. 1700 Market Street, Camp Hill, PA 17011
(\iSI st,eel, numbel Blld fllunicipolity)
Decedent, then 89 years of age,. died February .2 6 ,
,20QL, at Manor Care, Camp Hill, PA.
ILOClltion)
Decedent at death owned property with estimated values as follows:
(If domiciled in PAl All personal property .............................. $ 1, 000 . 00
(If not domiciled in PAl Personal property in Pennsylvania. . . . . . . . . . . . . . . . . . . . . . $
(If not domiciled in PAl Personal property in County. . . . . . . . . . . . . . . . . . . . . . . . . . $
Value of real estate in Pennsylvania ............................................... $
Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
Real Estate situated as follows:
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the
appropriate form to the undersigned:
Typed or printed name and residence
Barbara J. Beward
501 Rick Road Mechanicsbur PA17055
RW-7
Oath of Personal Representative
Commonwealth of Pennsylvania
County of CUMBERLAND
The Petitioner(s) above-named swear(s) and 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 Decedent,
Petitioner(s) will well and truly administer the estate accordin? to law. n. /
Sworn to and afHrmed and subscdbed ~~d~$ /,' F' r~/ &'--r:f{./2~
before me this 11 th day of
OCTOBER
20 JU-
'77)2uy (/ 17#<-;Pu<I/JU ~
,
(
DECREE OF REGISTER
Estate of SOUTHARD C. BEWARD
Deceased
No.
21-01-947
also known as
Social Security No:
174-16-9474
Date of Death: February 26, 2001
AND NOW, OCTOBER 12 , 20~. in consideration of the Petition
on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters 0 Testamentary 29 of Administration
(e.ta.; d.h.n.r-.f.; pendente hIe; dUll""!;! absentia, durante minolltlllel
are hereby granted to
Barbara J. Beward
in the above estate and that the instrument(s), if any, dated
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters.............. ............. $
18.00
"o/~r (# ?;f!:~'f-j~ 4..)"
Reg; f 01 Wills
Short Certificate(s).......... $
Renunciation.................. $
Affidavit ( )................. $
Extra Pages ( )............ $
Codicil.......................... $
JCP Fee........................ $
I
Inventory & Tax Forms... $
Other.. ........ .................. $
6.00
5.00
5.00
Attorney: Georqe W. porter, Esquire
1.0. No: 42752
Address: 909 East Chocolate Avenue
Hershey, PA 17033
Telephone: 717-533-7130
DATE FILED:
TOTAL................ $
34.00
RW-7a
21-01-942
Register Of Wills of CUMBERLANLCounty, Pennsylvania
RENUNCIATION
Estate of SOUTHARD c. BEWARD
No.
also known as Late of Cumberland Countv.
pennsvlvania
. Deceased
The undersigned,
daughter
(Rp.lationship) (Capacity)
of
the above Decedent. hereby renounce(s) the right to administer the eJtate and respectfully requcst(s) Ihilt
Letters of Administration be isslJed to
Barbara J. Beward
Witness
my
hand this
qlh
X fZ.!()1-Mju________________ -.-
P yllis (Signature) Weller
___11 Town ~idg_~__~~~_~~9.~___.!3._o~__:?l}_
(Address)
McAlisterville, PA 17049
eJ c.J.a ~ r-
day of 'Oc.pt.CmB&U'
2Jl.Q .1
(Signature)
______.._.____._____.______.._ '_.'__.._4 ... __...__.._ __...._
(Address)
(Signatum)
(Address)
Sworn to or affirmed and subscribed
be,?! me this (ltL day of
L WJA.) ,;( (J<} i .
~i,.-;6~
Notary Pub Ie /
/'
My Commission Expires: 6 - / f - v<-N 6
'~,,""Hl. ..d .... n' Nm.y fH nth.. ..1"1'.1'"
NOTE: Renunciation!l llxecuted ollt!lidl! thl! Office of Rogi!ltllr of
Wills are roquired in !lome cOllnlic!l tn bo notar/lod.
",.fIlIi'""' tn IWtIIWnf..., nMh. Shnw tI..,. n'
....uttk.... nt Mnt"','. l':r'In'W,.....~, I
NC'"'(":~,F1/\L S:;::f.:,l
MARY E. cr':.:r..;A( ~;~'.9_ry Public
Fayette ;wp., Jun;~;:;,t:: CO" PA
My Commission Expires June 18,2005
RW-13 (Rvsd 9/92)
.,
"-
. .-
t.
-----
....-...
.-CERTIFICATION OF NOTICE
UNDER RULE 5.6(a)
Name of Decedent: SOUTHARD c. BEWARD
Date of Death: Februarv 26, 2001
Will No. Adm. No. 2001-00942
To the Register:
I certify that notice of 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 Nov. 13, 2001 :
Name
Address
Phvllis Weller
SOl Ricky Road. Mecht=lnic!=:hnrg PJl. 170C;C:;
11 Town Ridae Road. P.O. Box 7.11
McA1isrervi11er PJl. 1704Q
Barbara J. Bewt=lrd
Notice has now been given to all persons entitled thereto under Rule 5.6a) except:
D~e: Novemher 11, '001
b ~ ~Lh
(Signature:Y
~ :..:
-Name:
George W. Porter, Esquire
Address: 909 East Chocolate Avenue
Hershev, PA 17033
Telephone (71' s:n-7110
Capacity:
Personal Representative
X Counsel for Personal
Representati ve
(jeorge W. Porter
.9l.ttorney at Law
909 ~t c/iocofate J2Lvenue
!}{ersliey, pennsy{vania 17033
[.rD. #42752
(717) 533-7130
~.9lX (717) 533-9209
March 26, 2002
Register of Wills for Cumberland County
Cumberland County Courthouse
Hanover and High Streets
Carlisle, PA 17013
Re: Estate of Southard C. Beward
File No. 21-01-0942
Dear Sir/Madam:
Enclosed please find for filing with your office, two originals
of the inheritance tax return in the above-referenced estate.
Also enclosed is a copy which I ask you to date-stamp and return
to my office in the enclosed envelope.
A check in the amount of $10.00 is enclosed for your filing fee
for filing the inheritance tax return.
Thank you for your attention to this letter.
Very truly yours,
G~~ ~o~f:-
GWP/vel
Enclosures
CC: Ms. Barbara J. Beward, Administratrix
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RE'J.l50Q EX...(6-00)
COMMONWEALTH nF
, PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
-RESIDENT DECEDENT
OFFICIAL USE ONLY C!-
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FILE NUMBER
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COUNlY CODE YEAR . NUMBER
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
BEWARD , SOUTHARD C.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
February 26, 2001 June 26, 1911
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
N/A
SOCIAL SECURITY NUMBER
174-16-9474
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
[]: 1. Original Retum
o 4. Limited Estate
o 6. Decedent Died Testate (AllachcopyofWin)
o 9. Litigation Proceeds Received
o 2. Supplemental Retum
o 4a. Future Interest Compromise (date 01 death atl8t' 12.12-82)
o 7. Decedent Maintained a Living Trust (AIlachcopyofTrus\)
o 10. Spousal Poverty Credit (date of death be-. 12-31-91 and 1-1-95)
o 3. Remainde/ Return (dale 01_ prior to 12.13-82)
o 5. Federal Estate Tax Return Required
-4> 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Altach Sch 0)
I-
Z
W
C
Z
o
11.
III
W
~
~
o
(,)
NAME
COMPLETE MAILING ADDRESS
909 East Chocolate Avenue
Hershey, PA 17033
Geor e W. Porter Es ire
FIRM NAME (~AppIicab1e)
TELEPHONE NUMBER
717-533-7130
(1)
(2)
(3)
(4)
(5)
:) :-"
..... '
-'" "
OFFICIAL USE ONLY
:::J -
I'..;
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
,
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or l)
8. Total Gross Assets (tolal Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
o
o
o
o
1,050.00
(6)
o
(7)
o
(8)
1,050.00
(9)
(10)
7,395.63
25,870.24
(11)
(12)
(13)
33,265.87
(32,215.87)
o
14. Net Value Subject to Tax (Une 12 minus Line 13)
(14)
o
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPUCABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
19. Tax Due
(19)
o
o
o
o
o
. '
x .0 _ (15)
x .0 _ (16)
x .12 (17)
x .15 (18)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
'~_. - j
- .
, - -
. :.t". . ~ . _ . ~'- ~> .... _ _ . ~ _ .
REV.'56ll EX -(1.97)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
SOUTHARD C. BEWARD
21-01-0942
Indude the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
Refund - PSERS'Insurance 1,050.00
TOTAL (Also enter on line 5, Recapitulation) $ 1 , 050 . 00
(If more space is needed, insert additional sheets of the same size)
REV.1511 EX~ (12-99) .
'. ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
SOUTHARD C. BEWARD
FILE NUMBER
21-01-0942
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Brown Funeral Home
Robinson's Sandblasting - lettering
6,508.76
87.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Barbara J. Beward
100.00
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 501 Ricky Road
c~ Mechanicsburg
State~Zip 17055
Year(s) Commission Paid:
2002
2.
Attorney Fees : George W. Porter, Esquire
500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
N/A
Street Address
City
State _ Zip
Relationship of Claimant to Decedent
4.
Probate Fees Register of Wills, Cumberland Co. - letters
34.00
5.
Accountant's Fees
N/A
6.
Tax Return Preparer's Fees
N/A
7.
8.
9.
The Sentinel - advertise letters
Cumberland Law Journal - advertise letters
Register of Wills - filing fee - inh. tax return
80.87
75.00
10.00
TOTAL (Also enter on line 9, Recapitulation) ,$ 7, 395 . 63
(If more space is needed, insert additional sheets of the same size)
REV-i512 EX. (1-97)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
~(-
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SOUTHARD C. BEWARD
FILE NUMBER
21-01-0942
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
Commonwealth of Penn~ylvania, Department of Revenue,
Claim under 20 PA C.S.A. 3392(3)
$25,870.24
TOTAL (Also enter on line 10, Recapitulation) '$ 25 870 24
, .
(If more space is needed, insert additional sheets of the same size)
REV.'~13EX'11.~7) _ ~
. .~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
SOUTHARD C. BEWARD
21-01-0942
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I . TAXABLE DISTRIBUTIONS (include outright spousal distributions)
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
AMOUNT OR SHARE
OF ESTATE
1.
Barbara J. Beward
501 Ricky Road
Mechanicsburg, PA 17055
daughter
1/2 residue
2. Phyllis Weller
11 Town Ridge Road, P.O. Box 211
McAlisterville, PA 17049
daughter
1/2 residue
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, 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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART n. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
1.
1.
/--? - / ~ - t<.:3
~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'02
,'lAY 17
r) ........
:i;l
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-13-2002
BEWARD
02-26-2001
21 01-0942
CUMBERLAND
101
GEORGE W PORTER ESQ
909 E CHOCOLATE AVE
HERSHEY PA ~?033
Ct\i
'*
REY-1547 EX AFP 10I-02l
SOUTHARD
C
Allount Rellitted
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 ~
REV :is4j-Ex--AFP-foY:02Y-NcjT"icE--oF-YNHEiiiTAi.fcE-YAx-jrp'PRAisEMENT~--ALi-oWANCE-OR-------------- - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BEWARD SOUTHARD C FILE NO. 21 01-0942 ACN 101 DATE 05-13-2002
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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
1.050.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
7,395.63
25.870.24
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
1,050.00
33.265 87
32,215.87-
.00
32,215.87-
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 =
.00 X 045=
.00 X 12 =
.00 X 15 =
(19)=
.00
.00
.00
.00
.00
. "...~n. ..... (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
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 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.)
RESERVATION: Estates of decedents dying on or before December lZ, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collaterel) rate on eny such future interest.
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section Zl40 of the Inheritance and Estate Tax Act, Act Z3 of ZOOO. (7Z P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF HILLS> AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Wills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour
answering service for forms ordering: l-800-362-Z050; services for taxpayers with special hearing and I or
speaking needs: l-800-447-30Z0 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Zl, Harrisburg, PA l7l28-l0Z1, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17lZ8-060l
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of
six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through 200Z are:
Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
198Z ZO% .000548 199Z 9% .000Z47
1983 16% .000438 1993-1994 n .000192
1984 11% .000301 1995-1998 9% .000Z47
1985 13% .000356 1999 n .00019Z
1986 10% .000Z74 ZOOO 8% .000219
1987 9% .000Z47 ZOOl 9% .000Z47
1988-1991 11% .000301 ZOOZ 6% .000164
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE EST ATE. IF EST A TE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY
UNTIL COMPLETION
STATUS REPORT UNDER RULE 6.12
(/~
Name of Decedent: SOUTHARD C. BEWARD
Date of Death: February 26. 2001
Estate No.: 2001-00942 - PA. No. 21-01-0942
Pursuant to Rule 6.] 2 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_--.X.-___ No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
(date)
3. If the answer to No. ] 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. (if any) for the personal representative's
account is: (Not Applicable in Dauphin County)
C. Did the personal representative state an account informally to the parties in
interest? Yes X No
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.
~~ ~ ~ rxeL-
Date: September S.."L- 2 0 0 2
George W. Porter. Esquire
Name (Please type or print)
909 East Chocolate Avenue
Hershey, PA 17033
Address
(MAH:nnt/ AM3)
717-533-7130
Telephone No.
Capacity:
Personal Representative
X Counsel for Personal Representative
R.W. - 58