HomeMy WebLinkAbout11-28-05
JAN L. BROWN & ASSOCIATES
ATTORNEYS AND COUNSELORS AT LAW
OLOE ENGLISH GAP
845 SIR THOMAS COURT
SUITE 12
HARRISBURG, PA 17109
EMAIL jlbassoc@verizon.net
JAN L. BROWN, ESQUIRE" TELEPHONE (717) 541-5550 BRENDA F. KEPHART. LEGAL ASSISTANT
JACQUELINE A. KELLY, ESQUIRE FACSIMILE (717) 541-9223 PAULA K. WHITE. LEGAL ASSISTANT
ADMITTED IN PA AND DISTRICT OF COLUMBIA JUDITH A. EBERSOLE, ADMINISTRATIVE ASSISTANT
November 22, 2005
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
Re: Estate of Dean S. Helwig
Estate No. 2105-0660
Executrix: Brenda Helwig
To Whom It May Concern:
Enclosed for filing is a Status Report Under Rule 6.12 for the Estate of Dean S. Helwig.
Please time stamp and return our file copy ofthis document. A return envelope is provided.
Thank you for your time and attention to this matter.
Sincerely, .. a tl'J-
e A. Kelly, Esq.
JAKljak
Enclosures
\\t
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Dean S. HelwiQ
Date of Death: 7/10/2005
Will No. 2105-0660 Admin. No.
Pursuant to Rule 6. 12 of the Supreme Court Orphans I
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 :
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 I Court No. (if any) for
the personal representative I s account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No X
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans I Court and may be attached to this report.
Date: 11/22/2005 /
(
Jacaueline A. Kelly
Name (Please type or print)
845 Sir Thomas Court, Suite 12
Harrisbura PA 17109
Address
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('0') ( 717 ) - 5415550
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- Tel. No.
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Capacity : Personal Representative
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X Counsel for personal
representative
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,-_.... r r!,~+OE OF INHERITANCE TAX
rr-r'('\,?\!~~f'ijll\S:~HT' ALLOWANCE OR DISALLOWANCE
,'f.,J.., M -:OF, ~EtlOOl'IONS AND ASSESSMENT OF TAX
11-21-2005
HELWIG
07-10-2005
21 05-0660
CUMBERLAND
101
APPEAL DATE: 01-20-2006
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
?t'\n~
..Uv
"v "-: 00
2.'0 \r\ v'
JACQUELINE A KELLY ('\"
JAN L BROWN & ASSOCS ,Ii.
845 SIR THOMAS CT 12
HBG PA 17109
REV-1547 EX AFP (06-05)
DEAN
S
TO:
~~!_~~~~~_!~!~-~!~~------~---~~!~!~-~~~~~-~~~!!~~-~~~-!~~~-~~~~~~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HELWIG DEAN S FILE NO. 21 05-0660 ACN 101 DATE 11-21-2005
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
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
0)
(2)
(3)
(4)
(5)
(6)
(7)
.00
10,156.51
.00
.00
.00
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
10,156.51
(9)
(0)
.00
.00
(1)
(2)
(3)
(4)
DD
10,156.51
.00
10,156.51
NOTE: If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Abh 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
TAX CREDITS'
OS) 10,156.51 X DO .00
(6) .00 X 045 = .00
on .00 X 12 = .00
(8) .00 X 15 = .00
(9)= .00
.
PAYMENT RECEIPT DISCOUlfT (+) 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. f'
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)