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Home My WebLink About12-27-05 12-19-2005 PAYTON 08-15-2005 21 05-0772 CUMBERLAND 101 APPEAL DATE: 02-17-2006 (See reverse side under Objections) Amount Remitted I I 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-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JOHN D FILE NO. 21 05-0772 ACN 101 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 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 DAVID R-GETZ WIX ETAL PO BOX 845 HBG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN ESQ PA 17108 ESTATE OF PAYTON REV-1547 EX AFP (06-05) JOHN D TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED DATE 12-19-2005 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 Cl) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 22.184.14 .00 .00 (8) 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 (9) ClO) 6,045.00 .00 Cll) Cl2) Cl3) Cl4) NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ~ ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 22,184.14 6.041; on 16,139.14 .00 16,139.14 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. 16,139.14 X 00 = .00 X 045= .00 X 12 = .00 X 15 = Cl9)= .00 .00 .00 .00 .00 TAX CREDITS: "ATnl:"" IU:"'I:~" . l+J 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 DUt \IV A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RICHARD H. WIX THOMAS L. WENGER DEAN A. WEIDNER STEVEN C. WILDS THERESA L. SHADE WIX' DAVID R. GETZ STEPHEN J. DZURANIN STEVEN M. WILLIAMS JEFFREY C. CLARK PETER G. HOWLAND STEPHEN P. SMITH KATHRYN L. WIX WIX, WENGER & WEIDNER A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 508 NORTH SECOND STREET POST OFFICE BOX 845 HARRISBURG, PENNSYLVANIA 17108-0845 4705 DUKE STREET HARRISBURG. PA 17109-3099 (717) 652-8455 FAX (717) 652-6290 . Also Member Massachusetts Bar (717) 234-4182 FAX (717) 234-4224 www.wwwpalaw.com December 22,2005 Ms. Glenda Farner Strasbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 Re: Estate of John D. Payton Estate No. 2005-772 Dear Ms. Strasbaugh: We enclose the original and one copy of a Status Report Under Rule 6.12 for filing on behalf of the above-captioned estate. As evidenced on the Status Report, the administration of this estate is now complete. Please process the enclosed documents at your earliest convenience and return a time-stamped copy to our office. A self-addressed, stamped envelope is enclosed for your convenience. :"~ Thank you for your assistance in this matter. If you have any questions regarding the above, please call me. Sincerely, WIX, W7lGER & WE, lONER / Wl17 / !d' i ;' By: ,/II///II!Jt 'L- D~;;B. Williamson Paralegal /dbw Enclosures cc: Ms. Nancy J. Payton ~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: John D. Payton Date of Death: August 15,2005 Estate No.: 21-2005-772 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 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: N/A 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 NoL- b. The separate Orphans' Court No. (if any) for the personal representative's account is: N/A c. Did the personal representative state an account informally to the parties in interest? Yes 1L- 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. Respectfully submitted, WIX, By: \ David R. Getz, Esquire Attorney ID No. 34838 508 North Second Street P.O. Box 845 Harrisburg, PA 17108-0845 (717) 234-4182 Dated: December 22,2005 Counsel for personal representative I V~