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Home My WebLink About06-16-06 (2) \. .-.J 15056041046 REV-1500 EX (05-04) PA Department of Revenue Bureau of Individual Taxes Dept. 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT Date of Birth Decedent's Last Name Suffix Decedent's First Name F I I b b.. MI [cl (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN. MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW _ 1. Original Return ~ 4. Limited Estate ~ 3. Remainder Return (date of death prior to 12-13-82) 5. FederaL Estate Tax Return Required ~ 2. Supplemental Return ~ ~ c:::> 4a. Future Interest Compromise (date of death after 12-12-82) c:::> 7. Decedent Maintained a Living Trust (Attach Copy of Trust) c:::> 10. Spousal Poverty Credit (date of death c::> 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT _ THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received o 8. Total Number of Safe Deposit Boxes .. Correspondent's e--mail address: Under penalties of pe~ury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. LING RETURN DATE Bennett H. Felix, Jr. ADDRESS 1l:)R Rig Spring ROrln. Npwvillp. 'P7I. 17?41 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE Rrrlnlpy To C::riffip, F.!';CIllirp ADDRESS 200 North HnTIover Street, Cnrli!';lp. PA 17011 PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056041046 15056041046 --.J .-J REV-1500 EX Decedent's Name: RECAPITULATION 15056042047 1. Real estate (Schedule A). ................ . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. " 12. 13. 14. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. Closely Held Corporation, Partnership orSole-Bropr;etorship {Schedule C) . . . .. 3. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5, Jointly Owned Property (Schedule F) c::> Separate Billing Requested . . . . . .. 6. Inter-Vivos Transfers &' Miscellaneous Non"Probate Property (Schedule G) c::> Separate Billing Requested.. . . . . .. 7. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. Funeral Expenses & Administrative Costs (Schedule H). . . , . , . . . . . . . . . . . .. .. 9. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . ' . . . . . . . . , . . . . 10. l:l~cedent's Social Security NUrT!b.er, ," r", ' ' " .? ,T~'''"'f;'"''''l l2i..,,Q,t_:tiJm,,;,,,O.L,Ol. J".3, ~. Total Deductions (total Lines 9 & 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . 11. Net Value of Estate (Line 8 minus Line 11) . . . . . . . ' . . . . . . . .. . . . . . . . . . . . . . 12. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . ' . . . . 13, 15. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 taxable at lineal rate X.Q_ 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 16. 17. 18. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REF L 15056042047 Cid{i/tN & 0 })-vp - c::> rv ~T7V7 Side 2 15056042047 -I REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME File Number STREET ADDRESS ge Vjllage 210 Bi Road STATE PA CITY Newville Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 299 85 .00 . 0-0-- .00 Total Credits (A+ B + C ) (2)? q q R S 3. Interest/Penalty if applicable D. Interest E. Penalty . O-G---- Total Interest/Penalty ( D + E ) (3) . 00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) . 00 ZIP 17241 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred;.......................................................................................... D b. retain the right to designate who shall use the property transferred or its income; ............................................. D c. retain a reversionary interest; or.......................................................................................................................... D d. receive the promise for life of either payments, benefits or care? ...................................................................... D 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. D 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ D No [J[ ex [J[ [J[ ~ [J[ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, Y0UMUSt-GGMP\;H-E-5CHEDULE GAND FILE IT AS PART OF THE RETURN. ~JMUI-. 1""1011111- -'I I . For dates of death on or after July 1, 1994 and before January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S~ 99116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S~ 99116(1.2) [72 P.S. 99116(a)(1)]. The tax rate imposed on the net value of transfers to or forthe use of the decedent's siblings is twelve (12) percent [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. _..a.,..., . COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY T.~'Y"Pp r. Fp-] ix FlLE NUMBER 21-06-0250 ESTATE OF Include the proceeds of litigation and the date the proceeds were received by 1l1e estate. All property jointly-owned wiItJ lhe rigltt of sUl'Yivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. M&T Bank ~hecking Account No.,374013418 10,494.03 2. M&T Bank Savings Account No. 015004204128935 2,197.49 3. 1992 Buick Sedan 1,125.00 4. Adams County National Bank Certificate of Deposit 160319 (Assigned to funeral home) 3,901.32 5. Erie Insurance Car Insurance Refund 89.00 6. 2005 Personal Income Tax Personal Refund 745.00 7. Wachovia Visa Credit Balance Refund 9.97 8. Presbyterian Homes Refund 291.94 .. TOTAL (Also enter on line 5. Recapitulation) $ 1 8 , 85 3. 75 !1 M&fBank 499 Mitchell Road, MilIsboro, DE 19966 Mail Code DE-MB-12 Phone (888) 502-4349 Fax (302) 934-2955 April 6, 2006 Griffie & Associates Attorneys and Counselors at Law 200 North Hanover Street Carlisle, Pennsylvania 17013 Re: Estate of Laree C Felix Social Securitv: 201-18-0023 Date of Death: Februarv 25, 2006 Dear Sir or Madam: Per your inquiry dated March 15, 2006, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Account Account Number 3740130418 Ownership (Names.of) <""'Lw;ge C Felix * rLi'/ JuZleAFelix, PDA * Opening Date Baldncion:Date;oTPeath.. ...~,~,.-.. . . . ,:,; -,," 10102/98 $10,494.03 Accrued Interest i$ 0.00 Total $10,494.03 ...'......-.. ------------- 2. Type of Account Savings Account Account Number 015004204128935. Ownership (Names of) Laree C Felix * JulieA Felix, PDA * Opening Date 12/02/02 Balance on Date of Death $2,197.46 $ 0.03 Accrued Interest Total $2,197.49 This cuStomer did have Brokerage accounts with M&T that are not listed above. For information or questions regarding these accounts, please contact our Brokerage Department at 1-800-724-7788. Please be advised, there was no safe deposit box found for the above decedent. * For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please call the Stonehedge Office # 717-240-4524. Sincerely, ~ Nancy Clagett Records Management ~ FARMERS NATIONAL BANK OF NEWVILLE A Divisio" ofAda1l1s Cot/my NationalBllIlk March 2'1; 2006 Bradley L. Griffie, Esquire 200 North Hanover Street Carlisle, PA 17013 RE: Laree C. Felix, deceased Dear Mr. Griffie: Mrs. Felix had a burial fund certificate of deposit with this bank. The date of death value of the certificate was $3,813.96 plus 75.04 accrued interest. The principal plus interest of 87.36 (total value $3,901.32) was paid to Egger Funeral Home March 6, 2006. Mrs. Felix had no other accounts with this bank. Very truly yours, /i3a~~ /' Carolyn H. Kough p.o. Box 156, Newville, PA 17241 . (717) 776-5312 F:! M&fInvestment Group M&T Securities, Inc. 2875 Union Road, Suite 30-33, Cheektowaga, NY 14227 800 724 7788 May 10,2006 Date of death valuation Griffie & Associates 200 North Hanover Street Carlisle, P A 17013 Re: Laree C. Felix Date of Death- 02/25/2006 Dear Mr. Griffie: Please accept this letter as authorization that the above-mentioned customer did not hold assets with M and T Securities 12 months prior to her death. Thank You, f~fnr~j (a.U,K&l Tammy Casella M&T SecUrities Inc. Investments: . Are Not FDIC-Insured' Have No Bank Guarantee' May Lose Value -"'~.,~. :..:,!" ""COMMONWEAL1'HOFPENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H . . FUNERAL EXPENSES & ADMINISTRATIVE COSTS .." ':';Ui.tr,,,../.!.l;':..:,, I.' ,'... .... . ,"" ,. (;', ESTATE OF Laree C. Felix FIl.E NUMBER 21-06-0250 Debts of decedent must be reported on Schedule J. ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Egger Funeral Home Carlisle Memorial Service 5,583.13 8. ADMINISTRATIVE COSTS: 1. PelSOllal Representative's Commissions Name of Personal Representative (s) Social Security Numbeqs) I EIN Number of Personal Representalive(s) Street Address City State Zip 2. 3. Yea~s) CommiSSion Paid: A~m~F~ Griffie & Associates Family Exemption: (If decedenfs address'is not1l1e same as c1aimanfs, attach explanation) Claimant Street Address 1,700.00 City Relationship of Claimant to Decedent State Zip 155.00 4. Probate Fees 168.00 5. Acl:ounlanfs Fees 6. Tax Return Preparer's Fees 7. Advertising to Cumberland Law Journal -75.00 B. Advertising to The Sentinel 129.77 250.00 9. Reserves TOTAL (Also enter on line 9, Recapitulation) $ (If more soace is needed, insert additional sheets of the same size) RE\l.1512 EX+ (1-931 . COMMONWEAlTH OF ~ENNSYl.V"NI" INHERITANCE 'We RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Please Print or Type I FILE NUMBER 21-06-0250 ESTATE OF TorlTP.P. Co Fp.lix ITEM NUMBER DESCRIPTION AMOUNT 2. Continuing Care Rx (medical) Presbyterian Homes. Inc. (nursing home) 24.00 3,721.36 1. TOTAL (Also enter on line 10, Recapitulation) I \$3,745.36 n; ........ra r"".U-A ir f'I"",,a,,.la,,.l i....ear+ ,.,,./,./;fi,.,,,n! ~;'~fl&k nF ~ame sizeJ REV-1513EX+(1.Q7) SCHEDULE J ~ BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Laree C. Felix NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY 1. TAXABLE DISTRIBUTlONS (include outright spousal distributions) 1. Bennett H. Felix, Jr. 358 Big Spring Road Newville, PA 17241 2. Allen L. Felix 2386 Lindsay Lot Road Shippensburg, ,PA 17257 3. Julie A. Felix - 639 Bosler Avenue Lemoyne, PA 17043 4. Dianne L. Adams 624 Thrush Court Mechanicsburg ,PA -170:5'0 5. Carolyn I. Schriner 253 Carlisle Road Newville, PA 17241 FILE NUMBER 21-05-0250 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do NotUstTrustee(s) OF ESTATE 20% 20% 20%' ." .20.% 20% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIA TE,ON REV 1500 COVER SHEET ll. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If mnro ..n"..... j.. n....nl>l'l in!:!'!rl ~rlitinn::lll!lheets of the same size) .--- ..--- ---_._--_...- ....--.--...--...- .-. ~t Will and fJ e6Uunent OF LAREE C. FELIX I, LAREE C. FELIX, of 5 Ridgeway Drive, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, FIRST ~ V <::.j publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. I order and direct my Executor hereinafter named to pay all of my just debts, ..~ C'\ funeral expenses and expenses involved or connected with the administration of my estate, including all taxes that may be assessed in consequence of my death, as soon after my death as is reasonably possible from the proceeds and assets of my estate prior to any other distributions. However, my Executor need not accelerate and pay those unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. If I do not own a burial plot or I a grave marker at the time of my death, I authorize my ExecutorlExecutrix., in his, her or its sole discretion, to purchase a burial plot and to erect a suitable grave marker at my grave, and to expend sums from my estate for this purpose. 200 N. Hanover Street GRIFFIE & ASSOCIATES Attorneys At Law 10f7 38 N. Main Street rhnmhersburf!. PA 17201 -~-~--_.-'"'..-~.....'---....:.- SECOND I gIVe, devise and bequeath my entire estate of whatsoever nature and wheresoever situate, together with all insurance proceeds thereon, in equal shares to my children, BENNETT H. FELIX, JR., ALLEN L. FELIX, JULIE A. FELIX, CAROLYN 1. SHRINER and DIANE L. ADAMS, providing they survive me by sixty (60) days, per stirpes. I direct my Executor/Executrixto divide among such beneficiaries all personal property of a sentimental or family nature (excluding cash, stocks, bonds and the like), including but not limited to jewelry, household goods, antiques, furniture and memorabilia, in accordance with a separate memorandum which I may place with my Will or deposit with my attorney. In the absence of such disposition by memorandum, I direct that the said tangible personal property be divided between my residual beneficiaries with due regard for their personal preferences in as nearly equal shares as practical, with the value of such dispositions being credited to the share of each respective recipient. If the said beneficiaries do not agree to the division of the personal property provided for hereunder, the decision of my ExecutorlExecutrix, including the decision to sell the property at public or private sale and distribute the proceeds therefrom as provided hereinafter, shall be final and conclusive on all parties. THIRD I grant my ExecutorlExecutrix the following powers in addition to and not in limitation of such powers as my Executor/Executrix shall hold by law: (a) Tci retain all property received including the stock of any corporate fiduciary acting hereunder, provided such property remains productive. 200 N. Hanover Street GR1FFIE & ASSOCIATES Attorneys At Law 20f7 38 N. Main Street rhnmhp.rshur!!. PA 17201 -~ ~ '0 ~ ~ __.,______,.._r--___________._.._"~.._........_..__._.._ (b) To Jom m any corporation, partnership, recapitalization, merger, reorganization or voting trust plan; to delegate authority with respect thereto; to deposit investments under agreements and pay assessments; and generally to exercise all rights of investors, including but not limited to, the voting of shares. (c) To manage, operate, repair, improve, mortgage or lease on any 'terms any real estate held or owned by my estate. (d) To operate any business that I may own at my death. (e) To invest any funds of my estate in any stocks, bonds, notes or other securities or property, real or personal, without regard to the principle of diversification or any other statute or general rule of law in his, her or its absolute discretion, it being my intention to give my Executor/Executrix the broadest investment powers possible, providing such investments do not unnecessarily prevent the prompt settlement of my estate. (f) To sell or otherwise dispose of any property, real or personal, tangible or intangible, at any time forming a part of my estate in any manner and on such terms and conditions as my Executor/Executrix shall see fit in his, her or its absolute discretion. (g) To borrow money for the payment of taxes or for any other proper purposes in the administration of my estate, and to mortgage or pledge estate assets as security . (h) To compromise claims without court approval including, but not limited to, any controversies with the United States of America or the Commonwealth of 200 N. Hanover Street GIDFFIE & ASSOCIATES Attorneys At Law 30f7 38 N. Main Street Chambersburg. PA 17201 .-. ...~......4 ""'7n7~ ~ ~ '-.) ~ ~ -------.-_.----_.-._-'------~_.._..- --_.-.-_.---_._-_._-_._---------_._----~--_... AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA: : SS. COUNTY OF CUMBERLAND WE, ~V c'u CA J. ~. lfl V/JlCi III and 6)r-o-d IC1 L ~ b" r ~:c the witnesses whose names are attached to the foregoing document, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Last Will and Testament as witnesses and that to the best of our lmowledge the Testatrix. was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed and subscribed be ore me by t!t1J LO.-fL, rJ If>.-~ f/'I..CvtA- U ~M~ L ",(;it this JO!J day of l]'u--,-~. ' 2002. ~_'(l~, Notary Publid -: I . Notarial Seal I AO~tn J. Goshorn. Notary Public CarlIsle Borc, Cumberland County My Commission Expill8s Apr. 17,2003 200 N. Hanover Street GRIFFIE & ASSOCIATES Attorneys At Law 70f7 38 N. Main Street r'l.n.....hn..C'hrrro P.d 17?nl