HomeMy WebLinkAbout12-28-05
STATUS REPORT UNDER RULE 6.12
Name of Decedent: ::::ro~; (':. PH F (;' I A'''' Ci:;J 1-; -](<.....
Date of Death:
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Will No.:
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Admin. No.:
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 W No 0
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 0 I:::: I u:::<> r-: 1...,,--,> I L Y S C 1"' u..:. /c1 L" TA (, ,< c. C 1'1" ''-J~;' ':oj
,(c LeASt': ~
b. The separate Orphans' Court No. (if any) for the personal representative's
account is: tv / i~
c. Did the personal representative state an account informally to the parties
in interest? Yes I81 No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the. Orphans' Court
and may be attached to this report.
Date: J ~/) 7 /2:';0-;
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Signature
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Name
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Address
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Telephone No.
Capacity: 0 Personal Representative
~ Counsel for personal representative
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FAMILY SETTLEMENT AGREEMENT AND FINAL RELEASE IN
ESTATE OF JOSEPH F. GIANCOLl. JR. DECEASED
(File No: 21-05-0033)
KNOW ALL MEN BY THESE PRESENTS, that
WHEREAS, JOSEPH F. GIANCOLl, JR. late of Carlisle, Cumberland County,
Pennsylvania, deceased, died testate on December 27,2004, having first made his Last
Will and Testament, which was duly executed on May 26,2004, and duly recorded at the
Register of Wills in Cumberland County, Pennsylvania.
WHEREAS, the said Joseph F. Giancoli, Jr. by the aforesaid Last Will and
Testament named Rosemary Giancoli, as Executrix of said Last Will and Testament;
WHEREAS, letters testamentary on the estate of the said decedent were duly
issued by the Register of Wills of Cumberland County, Pennsylvania, to the said Executrix
hereinafter called personal representative;
WHEREAS, the said personal representative has gathered the assets of the estate
of the said decedent and the assets consist of personal property to a total value of
$4,849.00 as set forth in Exhibit A, which is a statement of account of the said personal
representative, and which is attached hereto and made a part hereof and marked Exhibit
A-
,
WHEREAS, the debts and deductions, of the said estate amount to $14,607.00,
leaving no sum for distribution, also as set forth in the statement of the said personal
representative, which is attached hereto and marked Exhibit A;
1
NOW, THEREFORE, KNOWYE, that I, Rosemary Giancoli, the heir underthe Last
Will and Testament of the said decedent and being that person entitled to inherit under
said Last Will and Testament, and in order to avoid the expense and time involved in the
filing of a formal account and schedule of distribution, agree that no account is necessary
and do hereby agree and consent to distribution being made without the filing of an
account and schedule of distribution, the same to be with the same force and effect as if
they had been filed and confirmed by the Orphans' Court Division of the Court of Common
Pleas, Cumberland County.
THEREFORE, I do hereby remise, release, quitclaim and forever discharge the said
personal representative, ROSEMARY GIANCOLl, her heirs, executors, administrators
and assigns of and from the said estate and from all actions, suits, payments, accounts,
reckonings, claims, and demand whatsoever for or by reason thereof, or for any other use,
matter, cause or thing whatsoever, touching upon the estate of the said decedent, and I do
further hereby covenant and agree that should any liability come due to the estate of the
said decedent after the signing of this agreement, do hereby covenant and agree that I will
contribute my share of the estate to satisfy any and all claims, demands, suits, or causes
of action which may be successfully prosecuted against the said estate or the aforesaid
personal representative after the signing, sealing and delivery of this family settlement
agreement and final release.
2
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IN WITNESS WHEREOF, We have hereunto set our hands and seals this ~() day
f::l.~^~ ,2005.
of
WITNESS:
a
'--"1 i-D_<--<-~ y? T~'
(SEAL)
3
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
ON THIS, the&O day of ~~ 620of- ,200~ before me, the
undersigned officer, personally appeared Rosemary Giancoli, known to me (or
satisfactorily proven) to be the person whose name is subscribed to the within instrument
and acknowledged that she executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I have s~t mrhand:: Offi:ial seal.
NlJl'ARW.lEAL NIl ~ r~ (SEAL)
=e:o~CauntY Notary Public
My CcmiLlltlllll EJpINI Oct. 8, 2001
4
EXHIBIT llA"
STATEMENT OF ACCOUNT
OF
JOSEPH F. GIANCOLl, JR.
Assets:
(A) Stocks and Bonds
(B) Cash and Miscellaneous Personal Property
$ 4,849.00
$ 2,715.00
TOTAL
$ 7,564.00
Debts:
1)
Funeral Expenses and Administration Expenses
$14,607.00
TOTAL
$14.607.00
Balance for Distribution to Heir:
$ (7,043.00)
5
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-10-2005
GIANCOLI JR
12-27-2004
21 05-0033
CUMBERLAND
101
APPEAL DATE: 12-09-2005
( 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 +-
-------------------------------------------------------------------------------------------
REY-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JOSEPH F FILE NO. 21 05-0033 ACN 101
PATRICIA R BROWN
SALZMANN HUGHES
10 W POMFRET ST
CARLISLE
ESQ
PA 17013
ESTATE OF
GIANCOLI JR
*'
REV-1547 EX AFP (06-05)
JOSEPH
F
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 10-10-2005
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REYERSE
APPRAISED YALUE 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
4.849.00
.00
.00
2.715.00
.00
.00
(8)
APPROYED 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 Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
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
TAX CREDITS:
(9)
(10)
14,607.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
7,564.00
14.607 00
7,043.00-
.00
7,043.00-
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00
.00
.00
.00
.00
..... r rlcn n~~~~. , 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
.00
(11)
(12)
(13)
(14)
.00 X 00 =
.00 X 045 =
.00XI2=
.00 X 15 =
(19)=
. 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.)