HomeMy WebLinkAbout07-24-06 (3)
.,
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
N f D d t Isabel Betty Wier
ame 0 ece en :
Date of Death: 6/1712004
Estate No.: 2005-00985
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:
I. State whether administration of the estate is complete:
Yes I:&J 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. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No.l8l
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? Y es ~ 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.
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Signature
D t 7/21/06
a e:
K. E. Wier Chrisemer
Name
102 School Lane
Trenton, NJ 08618
Address
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609-392-5231
Telephone No.
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Capacity:
I8l Personal Representative
o Counsel for personal representative
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F AMIL Y SETTLEMENT AGREEMENT and DOCUMENTATION OF RECEIPT AND
RELEASE: ESTATE OF ISABEL BETTY WIER
Estate Number A 'DO ~ - OC ~~ ~
The parties to this agreement named herein under declare the following:
1. They are willing to forego the formal administration of the Estate of Isabel Betty
Wier of Mechanicsburg, Pennsylvania in the interest of economy.
2. They are fully aware of all receipts and disbursements that have occurred in the
estate.
3. They agree to the method of distribution of the assets of the estate of Isabel Betty
Wier.
Additionally, the Executor/Personal Representative declares that all debts, taxes and other
liabilities of the estate have been paid and satisfied from the assets of the estate and that
the disbursement of the remainder of the estate to the sole beneficiary has been
accomplished.
Additionally, the sole beneficiary declares that she has received the distribution of the
estate and that she releases the Executor/Personal Representative, K. E. Wier Chrisemer
of 102 School Lane, Trenton, New Jersey, from all liability which may arise from his
service as a fiduciary.
~
This agreement is dated and sworn on the "LD day of July, 2006.
!<\ t. ~~
Bernice L. Wier, beneficiary
by K. E. Wier Chrisemer, Power of Attorney
K.E. Wier Chrisemer, Executor/Personal Representative of the Estate of Isabel Betty
Wier
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Witnessed by:
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L:J C.~;:~:i~;~'2:Qn E>:~~;rD2
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1
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REV-1607 EX AFP (03-05)
CHRISEMER WIER
102 SCHOOL LN
TRENTON
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-03-2006
WIER
06-17-2005
21 05-0985
CUMBERLAND
101
ISABEl
B
Amount Remitted
NJ 08618
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE
-+
RETAIN LOWER PORTION FOR YOUR RECORDS
+-
REV-1607 EX AFP (03-05)
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*** INHERITANCE TAX STATEMENT OF ACCOUNT _*_
ESTATE OF WIER ISABEl B FILE NO.21 05-0985 ACN 101 DATE 07-03-2006
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-29-2006
PRINCIPAL TAX DUE: 82,229.37
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-14-2006 CD006562 10.00- 82,239.37
06-06-2006 CD006803 432.07- 432.07
TOTAL TAX CREDIT 82,229.37
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
~ 1041
Department of the Treasury-Internal Revenue Service
U.S. Income Tax Return for Estates and Trusts
~(Q)05
OMB No, 1545-0092
A Type of entity (see instr.):
~ Decedent's estate
o Simple trust
o Complex trust
o Qualified disability trust
o ESBT (S portion only)
o Grantor type trust
o Bankruptcy estate-Ch, 7
o Bankruptcy estate-Ch, 11 City or town, state, and ZIP code
o Pooled income fund / r e vJ() t" f\) J D \l i. I 5?
6 Number of Schedules K.1 F Check rki ru
attached (see applicable 0 Initial return I6l- Final return
instructions) . boxes: 0 Chan e in fiduciar
G Pooled mortgage account (see page 14 of the instructions):
For calendar year 2005 or fiscal year beginning , 2005, and ending , 20
Name of Fstate or trust (If a grantor type trust, see page 12 of, the in,structions,) C Employer i~enti!ication num~r
.t: t, , O'.:r S' , ~ .;Cr' 7..-0 : to 1 'l f b 7 ~
Name and title of fiduciary 0 Date entity created
I c.h r ; ~ -e. If\.iLr ~ (/7 "S-
Number, street, and room or suite no, (If a P,O, box, see page 12 of the instructions,) E Nonexempt charitable and split-
interest trusts, check applicable
boxes (see page 13 of the instr,):
o Described in section 4g47(a)(1)
o Not a private foundation
o Described in section 4947 a) 2)
o
o
/ 0 1.--
5 c..L\. 0 0 (
L- C{ /l\.e.
's name
1 Interest income. 1
2a Total ordinary dividends. 2a i 0,"1"2.'1 We..
b Qualified dividends allocable to: (1) Beneficiaries"",'" _" _ _.' _," (2) Estate or trust""", _, _ _ _ _,. _ _,_
Ql 3 Business income or (loss) (attach Schedule C or C-EZ (Form 1040)) 3
E 4 Capital gain or (loss) (attach Schedule D (Form 1041)) . 4 ~1.'l.'l'1. ~ 'I
0
c.> 5 Rents, royalties, partnerships, other estates and trusts, etc. (attach Schedule E (Form 1040)) 5
.E
6 Farm income or (loss) (attach Schedule F (Form 1040)) 6
7 Ordinary gain or (loss) (attach Form 4797) . 7
8 Other income. List type and amount _.. _.. ............, __ __.... __.. _... __............. __......... 8
9 Total income. Combine lines 1, 2a, and 3 throuah 8 .~ 9 ~I.f, 0,", " <15'
10 Interest. Check if Form 4952 is attached ~ 0 10
11 Taxes 11
12 Fiduciary fees 12 ""2(- Jp 5,- f) On
13 Charitable deduction (from Schedule A, line 7) 13
III 14 Attorney, accountant, and return preparer fees 14 --z.. L S 00
c:
0 15a Other deductions no~;>ubject to the 2% floor (attach schedule) 15a
~
:l b Allowable miscellaneous itemized deductions subject to the 2% floor 15b
"C 16 Add lines 10 through 15b ~ 16 "'2~.i"7> Of)
Ql : r 17 h-1 I '-(~
C 17 Adjusted total income or (loss). Subtract line 16 from line 9 , I"'~
18 Income distribution deduction (from Schedule S, line 15) (attach Schedules K-1 (Form 1041)) 18 '~ Ie, C; t( > IlI~-
19 Estate tax deduction (including certain generation-skipping taxes) (attach computation) 19
20 Exemption 20 (r. 0 c' cO
21 Add lines 18 throuQh 20 . ,~ 21 '"l7 14(' yt;"
22 Taxable income. Subtract line 21 from line 17, If a loss, see page 20 of the instructions 22 0 DO
23 Total tax (from Schedule G, line 7) 23 f'J no
24 Payments: a 2005 estimated tax payments and amount applied from 2004 return 24a - -
III
... b Estimated tax payments allocated to beneficiaries (from Form 1041- T) 24b
c:
Ql Subtract line 24b from line 24a 24c
E c
>- d Tax paid with Form 7004 (see page 20 of the instructions) 24d
(1l
0.. e Federal income tax withheld. If any is from Form(s) 1099, check ~ 0 24e
"C
c: Other payments: f Form 2439 ......................., ; 9 Form 4136 ....................,... ; Total ~ 24h
(1l 25 Total payments. Add lines 24c through 24e, and 24h . 25 f'\ (YO
>< ,~
~ 26 Estimated tax penalty (see page 20 of the instructions) 26
27 Tax due. If line 25 is smaller than the total of lines 23 and 26, enter amount owed 27 "" r'lt\)
28 Overpayment. If line 25 is larger than the total of lines 23 and 26, enter amount overpaid 28
29 Amount of line 28 to be: a Credited to 2006 estimated tax ~ : b Refunded ~ 29 0 nO
Under penalties of pe~ury, I declare that I have examined this return. including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
Sign correct, and complete. Oeclaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge,
Here ~ ~V(~ QP~ I L( / ( ? I 0 ~I' I May the IRS discuss lhis relum
~, With the preparer shown below
Signature of fiduciary or officer representing fiduciary Date EIN of fiduciary if a financial institution (see ,nstL)? 0 Yes 0 No
Paid ~ Preparer's I Date I Check if I Preparer's SSN or PTIN
Preparer's signature self-employed 0
Firm's name (or ~ I EIN
Use Only yours if self. employed), I Phone no,
address. and ZIP code ( )
o
For Privacy Act and Paperwork Reduction Act Notice, see the separate Instructions.
Cat. No, 11370H
Form 1 041 (2005)
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PA.41 · 2005(09-05)
PA Fiduciary Income Tax Return (I)
PA Department of Revenue
Harrisburg, PA 17128.0413
PLEASE PRINT IN BLACK INK
Federal Employer Identification Number Decedent's Social Security Number
0504110024
OFFICIAL USE ONLY
10 (p72-.g~75
~ S ( 0 c(
Daytime Telephone Number
cO 01]'1 -z. S-2?{
'f 2.
Name of Estate or Trust (See Instructions)
~~:;T?LS f1 ~ E L rs. E'.. T -r r LJ i c R. J
' f!J l Name and Title of Fiduciary
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'-"'1 uJl E- (C. <2 fl R S f.f~( C. 0
Ul' 1'-.
~ j Address of Fiduciary (Street Number and Name, etc,)
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e:. c; T 411 i=
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--c.( "City or Post Office
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State
ZIP Code
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ueP
-. Estate or Trust Identification Change. Fill in this oval if any of the identification or filing information you NO
entered is different from the 2004 PA-41 , or if the estate or trust did not file a 2004 PA.41 ,
Submit all required Pennsylvania supporting schedules, J If Line 3, 4, or 5 is a LOSS, fill in the oval "
next to the amount. ,
1. PA TAXABLE INTEREST INCOME, , , , , 1,
2. PA TAXABLE DIVIDEND INCOME. , , , , , , , , , , , , , , , , , , , , . ' , , 2,
3, NET INCOME or LOSS from the Operation of a Business, Profession, or Farm. LOSS
............... ,
C)
4. NET GAIN or LOSS from theliale, Exchange, or Disposition of Property. LOSS
..............,...........,...............,..........,......,..,.. .
c::>
4.
5. NET INCOME or LOSS from Rents, Royalties, Patents, or Copyrights.
lOSS
.. .. .. , c::>
5.
. . . . , , . . . . . . . . , . .
6. ESTATE or TRUST INCOME. , , . ' , , , , , , , _ , , , , , , . , , , , , , , , , , . , , , . , . , . , '. 6.
7. TOTAL TAXABLE INCOME. Add only the pOSitive income from Lines 1, 2, 3, 4, 5, and 6,
Do not add losses, ',.,""",.,"""",.,."."",.."",.",..,.",.,.." '1.
8. DEDUCTIONS from PA SCHEDULE DO.
........,........ .
"'.,'.,'.",.".", 8.
9. NET PA TAXABLE INCOME. Subtract Line 8 from Line 7, '..'.,.
9.
10. TOTAL PA TAX LIABILITY. Multiply Line 9 by the tax rate 3,07% (0,0307) ,
......' 10.
11. 2005 ESTIMATED PAYMENTS and CREDITS. , , , . , , , , , ,
..,..,.. 11.
12. NONRESIDENT TAX WITHHELD from PA SCHEDULE(S) NRK.1. " , , , , , , , , " 12.
13. TOTAL CREDIT for TAXES PAID by PA RESIDENT ESTATES or TRUSTS to OTHER
STATES or COUNTRIES. , , , , , , , , , , , , , , , ' , , , , , , , , , , , , , . , , , , , , , , " ',."""" 13.
14. TOTAL OTHER CREDITS from PA Schedule OC. , , ,
, , , , 14,
15. 2005 PAYMENTS and CREDITS. Add Lines 11, 12, 13, and 14,
" 15,
16. TAX DUE. If Line 10 is more than Line 15. enter the difference here,
....16.
L
EC
FC
0504110024
c::> Extension Enclosed.
c::> Amended P A-41. If filing an
amended return, fill in this oval.
c::::> Fiscal Year Filer. Fill in this oval.
FY beginning / / 05
and ending _/ _/ _
Residency Status, Fill in only one oyal.
.... R Pennsylyania Resident
c::> N Nonresident
Ir "N', Name of Stale
Final Return,
- F Enter Ending Date:
O~F~/~
Do You Want a 2006 PA-41 Booklet?
Fill in this oyal completely if you do not
wan I a 2006 PA-41 Tax Booklet.
Dollars
Cents
.
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3,
" S 2y7. .5' 9
.
.
7'{ 02..0 . C) )
;1{ 02- o. Ys
19. 190
0.00
.
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0504110024
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