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Home My WebLink About04-19-07 (2) -.J lSDSbDlI111l7 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes ~ PO BOX.280601 ~ Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year INHERITANCE TAX RETURN RESIDENT DECEDENT 2 1 0 6 File Number 1053 Date of Birth 201164576 11052006 06141926 PARK MARGARET MI J Decedent's Last Name Suffix Decedent's First Name (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Sociat-Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW [!] 1. Original Retum 0 2. Supplemental Retum 0 3. Remainder Retum (date of death prior to 12-13-82) 0 4. Limited Estate 0 4a. Future Interest Compromise 0 5. Federal Estate Tax Retum Required (date of death after 12-12-82) [K] 6. Decedent Died Testate 0 7. Decedent Maintained a Uving Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 0 9. Litigation Proceeds Received. 0 10 Spousal Povert~ Credit {date of death 0 11. Election to tax under Sec. 9113(A) . between 12-31- 1 and -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 THOMAS E. FLOWER 7177373405 Firm Name (If Applicable) SAIDIS, FLOWER & LINDSAY REGISTER OF WILLS USE;ONL Y , . -:::J _.....I First line of address 2109 MARKET STREET City or Post Office CAMP HILL State PA ZIP Code 17011 \~.:) Second line of address r-.) en (.jj , I Correspondent's e-mail address: Under penalties of perjury, 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 mplete. Declaration of reparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF POL 0 NG RETURN ./ /.. DA Richard E. Park Jr. 7' / ADDRESS SIGNATURE Thomas E. Flower ADDRESS 2109 Market Street, Camp Hill, PA 17011 Side 1 L lSDSbDlI111l7 lSDSbDlI111l7 -.J ~ .-J :LSDSbDlf2:Llf8 REV-1500 EX Decedent's Name: Margaret June Park RECAPITULATION 1. Real Estate (Schedule A).......................................................................................... 1. 2. Stocks and Bonds (Schedule B)............................................................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D).......................................................... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)................ 5. 6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) 0 Separate Billing Requested............. 7. 8. Total Gross Assets (total Lines 1-7)....................................................................... 8. 9. Funeral Expenses & Administrative Costs (Schedule H)......................................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)................................ 10. 11. Total Deductions (total Lines 9 & 10)...................................................................... 11. 12. Net Value of Estate (Line 8 minus Line 11 )............................................................. 12. 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J)................................................. 13. 14. 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, of transfers under Sec. 9116 (a)(1.2)X~ 16. Amount of Line 14 taxable at lineal rate X .045 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 125,881.27 0.00 0.00 19. Tax Due... ................. ................ ............. ......................... ........................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L l.SDSbDlf2:Llf8 Decedent's Social Security Number 201164576 149,791.05 149,791.05 20,730.21 3,179.57 23,909.78 125,881.27 125,881.27 15. 0.00 5,664.66 0.00 0.00 5,664.66 16. 17. 18. D :LSDSbDlf2:Llf8 .-J REV-1S00 EX Page 3 Decedent's Complete Address: File Number 21-06-1053 DECEDENT'S NAME Margaret June Park STREET ADDRESS 801 North Hanover St. CITY I STATE IZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 4,500.00 236.84 Total Credits (A + B + C) (2) 3. InteresVPenalty if applicable D. Interest E. Penalty 5,664.66 4,736.84 Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund S. 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 S + SA. This is the BALANCE DUE. (3) (4) (S) 927.82 (SA) (SB) 927.82 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Yes D D D D 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 [!] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 1. Did decedent make a transfer and: a. retain the use or income of the property transferred;.................................................................................. b. retain the right to designate who shall use the property transferred or its income;.................................... c. retain a reversionary interest; or.................................................................................................................. d. receive the promise for life of either payments, benefits or care?.............................................................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.......... ....... ................. ......................................... ........... ........ ............ ............ No [!] [!] [!] [!] [!] [!] 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. ~9116 (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. ~9116 (a) (1.1) (ii)). The statute does not exemot 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. ~9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedenfs lineal beneficiaries is four and one-half (4.S) percent, except as noted in 72 P.S. ~9116 1.2) [72 P.S. ~9116 (a) (1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedenfs siblings is twelve (12) percent [72 P.S. ~9116 (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. ~ey.1~8 EX+ (6-98) *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Park, Margaret June FILE NUMBER 21-06-1053 ESTATE OF Indude the proceeds of litigation and the date the proceeds __e received by the estate. All property Jolntly~ned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Balance in Cumberland County pension for Nov. 134.36 2 Church of God Home, refund of entrance fee 91.665.00 3 Erie Insurance, refund of car insurance premium 54.00 4 Erie Insurance, refund of homeowners insurance premium 368.00 5 Patriot News, refund 59.25 6 The Sentinel, refund 50.47 7 M&T Bank, CDs #TX96256 and ND326062 45.020.13 8 M&T Bank, checking acct. 9833855936 5.483.84 9 1999 Honda - based on sale price 6.000.00 10 Household goods and furnishings - based on sale price - 956.00 TOTAL (Also enter on Line 5. Recapitulation) 149.791.05 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) ~\lv.1~2 EX+ (6-98) . SCHEDULE H.A FUNERAL EXPENSES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Park, Margaret June IFILE NUMBER 21-06-1053 ESTATE OF ITEM NUMBER DESCRIPTION 1 Funeral luncheon AMOUNT 282.63 2 Hoffman-Roth Funeral Home 7.814.45 Subtotal 8.097.08 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A(Rev. 6-98) Rev-1502 EX+ (6-98) *' SCHEDULE H-B1 PERSONAL REPRESENTATIVE'S COMMISSIONS continued C~TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESDENT DECEDENT Park, Margaret June FILE NUMBER 21-06-1053 ESTATE OF ITEM NUMBER DESCRIPTION 1 Richard E. Park, Jr. - executor's commission AMOUNT 5,000.00 Subtotal 5,000.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B1 (Rev. 6-98) R,ev.1502 EX+ (6-98) *' SCHEDULE H.82 ATTORNEY'S FEES continued COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Park, Margaret June FILE NUMBER 21-06-1053 ESTATE OF ITEM NUMBER DESCRIPTION 1 Said is, Flower & Lindsay (est.) AMOUNT 5.000.00 Subtotal 5.000.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B2 (Rev. 6-98) ~ev-~502 EX+ (6-98) *' SCHEDULE H.B4 PROBATE FEES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Park, Margaret June FILE NUMBER 21-06-1053 ESTATE OF ITEM NUMBER DESCRIPTION 1 Register of Wills, Cumberland Co. AMOUNT 302.00 Subtotal 302.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B4 (Rev. 6-98) ~ev.1502 EX+ (6-!Ill) *' SCHEDULE H.87 OTHER ADMINISTRATIVE COSTS continued COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Park, Margaret June FILE NUMBER 21-06-1053 ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 Cumberland Law Journal, estate notice 75.00 2 Richard E. Park, Jr. - travel expenses between Mass. and PA to arrange funeral and take care of administrative tasks 2.075.54 3 The Sentinel, estate notice 180.59 Subtotal 2.331.13 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) R,ev.1512 EX+ (6-9S) . SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Park, Margaret June FILE NUMBER 21-06-1053 ESTATE OF Include unrelmbursed medical expenses. ITEM NUMBER DESCRIPTION 1 Carlisle Cardiology Assoc. VALUE AT DATE OF DEATH 7.24 2 Carlisle Regional Medical Center 3 Church of God Home, Oct. Rent 4 Church of God Home, partial Nov. Rent 5 FIA card services, credit card balance 6 Masland Assoc. 7 Pinker & Assoc. Podiatrists 8 PPL Electric 9 Verizon - telephone 10 Verizon Wireless 11 Verizon Wireless 12 Walnut Bottom Radiology 13 William Phelan, MD 95.20 941.95 866.52 886.02 7.04 9.98 71.61 18.56 65.68 70.68 42.47 96.62 TOTAL (Also enter on Line 10, Recapitulation) 3,179.57 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) ReV-1513 EX+ (9-00) *' SCHEDULE .. BENEFICIARIES COMMONWEALTH OF PENNSVLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER Park, Margaret June NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS pnclude outright spousal C1istributions and transfers under Sec. 9116(a)(1.2)] Margaret A. Blacksmith 222 S. Guadalupe Ave. Apt. 4 Redondo Beach, CA 90277 RELATIONSHIP TO DECEDENT Do Not List Trustee/sl FILE NUMBER 21-06-1053 SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) ESTATE OF I. Daughter 1/2 of estate Richard E Park Jr. 960 Glebe Street Taunton, MA 02780 Son 1/2 of estate Total Enter dollar amounts for distributions shown above on lines 15 through 18, as appropnate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) !J M&fBank 499 Mitchell Road, MiIlsboro, DE 19966 Mail Code DE-MB-12 Phone (88S) 502-4349 Fax (302) 934-2955 December 14,2006 Law Offices Saidis Flower & Lindsay 2109 Market Street Camp Hill, Pennsylvania 17011 Re: Estate of: lvfa~rgciret June Park Social Security: 201-16-4576 Date of Death: November 05.2006 Dear Sir or Madam: Per your inquiry dated December 5, 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 9833855936 Ownership (Names oj) Margaret June Park * Opening Date 09/27/05 Balance on Date of Death $5,483.72 Accrued Interest $ 0.12 Total $5,483.84 2. Type of Account Savings Account Account Number 015004200024591 Ownership (Names oj) Margaret June Park * Opening Date 09/10/91 Balance on Date of Death $44,948.84 Accrued Interest $ 71.29 Total $45,020.13 Please be advised, there was no safe deposit box fOWld for the above decedent. * For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please call the North Middleton Office # 717- 240-4521. Sincerely, ~~~~ Nancy Clagett Records Management REMITTANCE ADVICE: IF ANY ERRORS ARE FOUND NOTIFY US AT ONCE. DETACH BEFORE DEPOSITING. THE CHURCH OF G6b~PINC.47608 801 N. HANOVER STREET CARLISLE, PA 17013 91,665.00 .00 REMITTANCE TOTALS ,\ \ p~~ J \N\N\N. I ;~ 8_0205 \ 91,6 1:0 :1 ~ :10 2 g 5 51: b ~ ~ 7 ~ ~ ~ gill j ) ~ SAIDIS, SHUFF & MAS LAND ATrORNEYSeAToUW 26 W. High Street Carlisle, P A LAST WILL AND TESTAMENT OF MARGARET JUNE PARK I, MARGARET JUNE PARK , of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare. this as and for my Last will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST I direct the payment of my just debts and expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. It is my desire to be buried in my cemetery lot in Mount Holly Cemetery and that my personal representative have conducted graveside services only. SECOND I give, devise and bequeath my estate as follows: (A) To my son, RICHARD E. PARK, JR., my civil war era Colt 45; (B) All the rest, residue and remainder of my estate, I give, devise and bequeath equally to my children RICHARD E. PARK, JR. and MARGARET A. BLACKSMITH, per stirpes. ~ ~ SAID IS , SHUFF & MAS LAND A1TORNEYSoAToUW 26 W. High Street Carlisle, PA THIRD I direct that any and all inheritance, estate, and transfer taxes imposed upon my estate passing under this will or otherwise shall be paid out of the principal of my residuary estate. FOURTH In addition to the powers conferred by law, I authorize any personal representative acting under this instrument, in his absolute discretion: A. To retain in the form received, or to sell either at public or private sale any real or personal property; B. To exercise any options to subscribe for stocks, bonds, or other investments; c. To join in any plan of lease, mortgage, consolidation, exchange, reorganization or foreclosure of any corporation in which my estate or any trust may hold stocks, bonds or other securities; D. To sell, transfer, convey, mortgage, pledge, lease or exchange any property, real or personal, which at any time may form part of my estate, for the payment of debts or taxes, or for any purpose of administration or distribution, for such prices and upon such terms as my personal representative, in his sole discretion, may deem wise, and to execute and deliver deeds of conveyance or transfer thereof; E. To make settlements and compromises on such terms as my personal representative in his sole discretion may SAID IS, SHUFF & MASLAND ATIURNEYSoAToLAW 26 W. High Street Carlisle, PA deem wise without the necessity of obtaining any court approval thereofj F. To make distribution hereunder either in cash or kind, as my personal representative in his discretion may deem wise. FIFTH I do hereby nominate, constitute and appoint my son, RICHARD Eo PARK, JR., to act as Executor of this my Last will and Testament. Provided, however, that if he is unwilling or unable to act as Executor, I direct the duties of Executrix be performed by MARGARET A. BLACKSMITH. SIXTH I direct that no personal representative, guardian, trustee or other fiduciary appointed under this instrument shall be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, MARGARET JUNE PARK, have hereunto set my hand and seal to this my Last will and Testament, consisting of three (3) typewritten pages, the first two (2) of which bear my signature in the margin for identification, this ~ day of , 1998. Signed, sealed, published and declared by the above-named Testatrix, Margaret June Park, as and for her Last will and Testament in the presence of us, who have hereunto subscribed our SAIDIS, SHUFF & MASLAND ATTORNEYS'AT'LAW 26 W. High Street Carlisle. P A names at her request as witnesses thereto, in the presence of said Testatrix and of each other. ~ ( ADDRESS ~ p tJ---?f!:- ~~~. ADDRESS ~~S:. ~~ ~ f4<l.. ,70\~ i ~ CfD>\(LAL~ SAIDIS, SHUFF & MASLAND A1TORNEYSoAToLAW 26 W. High Street Carlisle, P A COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND We, Margaret June Park, ROBERT C. SAIDIS and DOlHS .T MARCH , the Testatrix and witnesses, respectively whose names are signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she signed willingly and that executed as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix signed the will as witnesses and that to the best of their knowledge the Testatrix was at the time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. , Witness \~\~ ~(LA.-~ Doris J. M rch ., Witness Subscribed, sworn to and acknowledged before me by Margaret June Park, the Testatrix, and subscribed to and sworn or affirmed to before me by Robert C. Saidis and Doris J. March , witnesses, this 20th day of May 1998. / d ~~-,.,c .~_ ~ Notary pubJAfc NOTAfIlAL SEAL KANDl L LENKEFl. NOTARY PUBLIC CARlJSLE SClRO. aJM8ERlAND COUNTY , -.:; COMMISSION EXPIRES FEBRUAAY 20. 2001 r.l~.ii. III ~ 0 D N Uo: , f.h el ill ::i ~. ~ ..< ,".l. " thr> . ""~. ~ ~..l.CO" " . ,h'~ ~:: ~ ~:~ " ~:'lI."~t",,,:,.>:> 1'}4 t, \~,.<~,):::~, .~~~~~""'~l1 x. F" '0'1:'1 ~y\..~ 'Iv' \ '~ ~ ~) !J~!:L) i ( r ~ rJ) o z ::1 ~ ::: <110 ~ ~ ~ ~ -' rJ) ~~ Q)~ ~ ~ .... . ~~ ~i 0""0\0- ..l~8~ ~ NU 00 "'" 8 < rJ) W C/) :::> o I I- ~ :::> o () >- I- C/)Z(;f) .....1:::>..- .....100 $()~ u.O<( OZa.. I'V <( ~ u.......IW W~.....I I-wC/) C/)Cll::J <9~~ w:::><( ~()() - - .- ..... - -- - - - - - - .-- .. - - "'::'"' - -- - - .- - - - 3::: - - '. . . o I-