HomeMy WebLinkAbout07-18-07
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15056041125
REV-1500 EX (06-05)
PA Department of Revenue '*
~":~~=~ual Taxes INHERITANCE TAX RETURN
Harrisburg, PA 17128-0001 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
2 1 0 7
File Number
o 2 9 8
Date of Birth
207 - 2 2 - 0 4
0323200 7
11141929
Dececlent's Last Name
Suffix
Decedent's First Name
MI
POWELL
J 0 A N
(If Applicable) Enter Surviving Spouse's Infonnation 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
[2g 1 . Original Return
o 4. Limited Estate
[2g
o
4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death 0 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 Teleph~ Number ~:::;
....-:. {'::::':
7 1 7 ~?:Rd 4 9 ~ 7.7
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REGISTER~~hS use ON~ .
? j I 1
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
o
o
o
o
8. Total Number of Safe Deposit Boxes
2. Supplemental Return
o
o
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
S USA N
J
HARTMAN
Firm Name (If Applicable)
DUN CAN
&
HARTMAN,
P . C .
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First line of address
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IRVINE
ROW
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Second line of address
en
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City or Post Office
State
ZIP Code
DATE FILED
CARLISLE
P A
17013
Correspondent's e-mail address:susanhartman@planetcable.net
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 preparer other than the personal representative is based on all infonnation of which preparer has any knowledge.
SIGNATURE SQN Rl~ONS L FOR FILlN URN OAT
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ADORES
415 RUN ROAD CARLISLE PA 17013
OF PREPARER OTHER T
C_
" DDRE~~ ." ('
/ .Yl.-t.. >-t:..w....e..: "
DATE
.' ,- /C:; . <:::? '7
8... /7013
PLEASE USE ORIGINAL FORM ONLY
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15056041125
15056041125
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15056042126
REV-1500 EX
Decedent's Social Security Number
Decedenrs Name: JOAN POWELL
RECAPITULATION
207 - 2 2 - 0 4
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.
8368.26
8. Total Gross Assets (total Lines 1-7) 8. 8 3 6 8 . 2 6
. . . . . . . . . . . . . . . . . . . . . . . . . . .
9. Funeral Expenses & Administrative Costs (Schedule H) 9. 7 0 9. 0 0
. . . . . . . . . . . . . . . .
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . 10. 4 2 4 8. 5 0
11. Total Deductions (total Lines 9 & 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 4 9 5 7 . 5 0
12. Net Value of Estate (Line 8 minus Line 11) 12. 3 4 1 O. 7 6
........................ .
13. Charitable and Govemmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) .................. 1~
14. Net Value Subject to Tax (Line 12 minus Line 13)
. . . . .. . . . . . . . .. . .. 14.
3410.76
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.O _ o . 0 0 15. o . 0 0
16. Amount of Line 14 taxable 3 4 1 o . 7 6 5
at lineal rate X .O~ 16. 1 3 . 4 8
17. Amount of Line 14 taxable o . 0 0 o . 0 0
at sibling rate X. 12 17.
18. Amount of Line 14 taxable o . 0 0 o . 0 0
at collateral rate X .15 18.
19. Tax Due . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 1 5 3. 4 8
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
o
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15056042126
15056042126
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REV-1508 EX + (6-98)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
JOAN POWELL
FILE NUMBER
21 07 0298
Indude the proceeds of litigation and the date the proceeds were received by the estate.
AU property jointty.owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
M& T BANK ACCOUNT # 000002679015574
VALUE AT DATE
OF DEATH
8,157.89
2.
CAPITAL BLUE CROSS REFUND CHECK # 30013443
136.40
3.
CLAREMONT NURSING & REHABILITATION CENTER REFUND CHECK# 38404
73.97
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
8 368.26
REV-1511 EX + (12-99)
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
JOAN POWELL
FILE NUMBER
21 07 0298
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. AttomeyFees DUNCAN & HARTMAN, PC 600.00
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City Stale Zip
Relationship of Claimant to Decedent
4. Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS 94.00
5. Accountanfs Fees
6. Tax Return Preparer's Fees
7. REGISTER OF WILLS FILING FEE 15.00
TOTAL (Also enter on line 9, Recapitulation) $ 709.00
(If more space is needed, insert additional sheets of the same size)
REV-1512 ~ + (12-03)
*'
SCHEDULE.
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
JOAN POWELL
FILE NUMBER
21 07 0298
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. CLAREMONT NURSING AND REHABILITATION CENTER
VALUE AT DATE
OF DEATH
4,248.50
TOTAL (Also enteron line 10, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
4248.50
,"'-"" "': '*
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
JOAN POWELL
NUMBER
I.
FILE NUMBER
21 07 0298
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not ListTrustee(s) OF ESTATE
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS Dndude outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1.
STEVEN POWELL
415 RUN ROAD
CARLISLE, PA 17013
JAMES POWELL
24 WEST COOVER STREET
MECHANICSBURG, PA 17055
ROBERT POWELL
6491 UNION DEPOSIT ROAD
HARRISBURG, PA 17111-4804
DAVID POWELL
13 N. BALTIMORE AVE., APT. 3
MT. HOLLY SPGS, PA 17065
Lineal
25 % SHARE
25% SHARE
25 % SHARE
25% SHARE
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, 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
Lineal
2.
Lineal
3.
Lineal
4.
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 more space is needed, insert additional sheets of the same size)
~
LAST WILL AND TESTAMENT
OF
JOAN POWELL
I, JOAN POWELL, of the Township of Hampden, County of
Cumberland and State of Pennsylvania, declare this to be my last
will and revoke any wil~ previously made by me.
ITEM I.
I bequeath my automobiles, household and
personal effects and other tangible personalty of like nature
(not including cash or securities) to such of my children as are
living on the thirty-first day following my death to be divided
among them by my executor with due regard for their personal
preferences in as nearly equal shares as practical.
Any such
article allotted to a minor may as my executor thinks advisable,
either be delivered to the minor or be sold and the proceeds paid
to the guardian as property distributable to the minor as herein-
after provided in ITEM III hereof.
ITEM II.
I devise and bequeath the residue of my estate
of every nature and wherever situate, including property over
which I shall have a power of appointment in equal shares to such
of my children, STEVEN POWELL, JAMES POWELL, ROBERT POWELL and
DAVID POWELL, as survive me by thirty days.
Should any of my
above named children predecease me or die on or before the
thirtieth day following my death, I devise and bequeath the share
of such child to his or her issue per stirpes living on the
thirty-first day following my death; and should any such child
leave no such issue living on the thirty-first day following my
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LAW OFFICES
STONE II< SAJER
310 BRIDGE STREET
EW CUMeERLAND, PA. 17070
any property which passes either under this will or otherwise to
a minor and with respect to which I am authorized to appoint a
guardian and have not otherwise specifically done so, provided
that this appointment of a guardian shall not supersede the right
of any fiduciary in its discretion to distribute a share where
possible to the minor or to another for the minor's benefit.
Such guardian shall have the power to use principal as well as
income from time to time for the minor's support and education
(including college education, both graduate and undergraduate)
without regard to his or her parent's ability to provide for such
support and education, or to make payment for these purposes,
without further responsibility, to the minor or to the minor's
parent or to any person taking care of the minor.
ITEM IV.
I direct that all taxes that may be assessed
in consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall be paid from my residuary estate as a
part of the expense of the administration of my estate.
ITEM V.
I appoint my son, STEVEN POWELL, executor of
this my last will.
ITEM VI.
I direct that my executor or guardian or his
successor shall not be required to give bond for the faithful
performance of his duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this 12...- day of
J U AJlZ
, 1974.
~POW~
(SEAL)
SIGNED, SEALED, PUBLISHED and DECLARED, by JOAN POWELL,
the Testatrix above named, as and for her Last Will and Testament,
Page 2 of 3 pages
- .
and in the presence of us, who, in her presence, at her request
witnesses.
and in the presence of each other, have hereunto set our names as
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Witness
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Address
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Witness
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Aadress