HomeMy WebLinkAbout07-23-07 (2)
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15056051058
REV-1500 EX (06-05)
PA Department of Revenue '*'
Bureau of Individual Taxes .'il1I1. .
PO BOX 280601
Harrisburg, PA 17128-060 1 ~
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
County Code Year
File Number
21 07
0425
Date of Birth
207-22-1536
01/19/2007
05/17/1930
Decedent's Last Name
Suffix
Decedent's First Name
MI
Rowe
Virginia
N
(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
2. Supplemental Return
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
4. Limited Estate
<-
4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach Copy oITrust)
10. Spousal Poverty Credit (date of death 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
Robert C. Saidis, Esq.
(717) 243-6222
Said is Flower & Lindsay
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REGISTER OF.\/y~ USE ONt"t'J
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Firm Name (If Applicable)
First line of address
-)
26 West High Street
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Second line of address
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ZIP Code
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DAi:E~ILED
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City or Post Office
State
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Carlisle
PA
17013
Correspondent's e-mail address:
Under penalties of perjury, 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, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNAT~.OF..PP.~ERRSS~ . R REEf{ ONS. ISLE FOR~.IINNGG R R~ETTUUFRN DATE
ADDRES{/~ T /~'7 //tjD7
1267 Goodyear
SIGNATURE OF. EPA DATE
ADD RES'&--
26 West High Street, Carlisle, PA 17013
PLEASE USE ORIGINAL FORM ONLY
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15056051058
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15056051058
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15056052059
Side 2
15056052059
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-1
15056052059
REV-1500 EX
Decedent's Social Security Number
Decedent's Name:
Virginia
N Rowe
207 -22-1536
RECAPITULATION
1. Real estate (Schedule A).
1.
0.00
2. Stocks and Bonds (Schedule B) . . . . . . . .
2.
0.00
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .
3.
0.00
4. Mortgages & Notes Receivable (Schedule D) .
4.
0.00
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . .
5.
126,971.89
0.00
6. Jointly Owned Property (Schedule F) Separate Billing Requested. .
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) Separate Billing Requested. . .
6.
7.
0.00
8. Total Gross Assets (total Lines 1-7). . . .
8.
126,971.89
10,512.55
185.56
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.
13.
10,698.11
116,273.78
0.00
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . .
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . .
. . . . . 12.
14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . .
. . . . . 14.
116,273.78
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_ 0.00 15. 0.00
16. Amount of Line 14 taxable
at lineal rate X.O 45 116,273.78 16. 5,232.32
17. Amount of Line 14 taxable
at sibling rate X .12 0.00 17. 0.00
18. Amount of Line 14 taxable 0.00 0.00
at collateral rate X .15 18.
19. TAX DUE . ..................... . .............. . ..19. 5,232.32
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
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15056052059
Side 2
15056052059
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REV-1500 EX Page 3
File Number
Decedent's Complete Address:
DECEDENT'S NAME
Virginia N Rowe
STREET ADDRESS
Forest Park Health Center
21
07 0425
DECEDENT'S SOCIAL SECURITY NUMBER
207-22-1536
700 Walnut Bottom Road
CITY
Carlisle
! STATE
PA
I ZIP
, 17013
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
5,232.32
0.00
0.00
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits ( A + B + C ) (2)
0.00
0.00
0.00
Total Interest/Penalty ( 0 + E ) (3)
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)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5A)
(5B)
0.00
0.00
5,232.32
0.00
5,232.32
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax 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 No
a. retain the use or income of the property transferred;.......................................................................................... D [i]
b. retain the right to designate who shall use the property transferred or its income; ............................................ D [i]
c. retain a reversionary interest; or.......................................................................................................................... D [iJ
d. receive the promise for life of either payments, benefits or care? ...................................................................... D [iJ
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. D [iJ
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D [i]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ D [i]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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 exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax retum 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 PS. 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 PS. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the 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.
REV-1508 EX+ (6-98) *'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISe.
PERSONAL PROPERTY
ESTATE OF
Virginia N. Rowe
FILE NUMBER
21-07-0425
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1. Checking Account #31081373, M & T Bank. See attached letter.
85.53
2. Savings Account #015004214278895, M & T Bank. See attached letter.
I nterest accrued to date of death
38,813.32
6.32
3. Certificate of Deposit #031 003915940330, M & T Bank. See attached letter.
I nterest accrued to date of death
50,000.00
1,309.58
31,971.96
96.50
4. IRA Account #035004202201147. See attached letter.
Interest accrued to date of death
5. Forest Park Health Center, refund
4,688.68
TOTAL (Also enter on line 5, Recapitulation) $
126,971.89
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99)*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Virginia N. Rowe
FILE NUMBER
21-07-0425
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Dugan Funeral Home, Funeral
Uriah United Methodist Church, donation for funeral service and luncheon reception afterwards
7,131.00
1,000.00
2.
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. Attorney Fees 2,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 140.00
5. Accountant's Fees
6. Tax Retum Preparer's Fees
7. Cumberland Law Journal, Advertising estate notice 75.00
8. The Sentinel, Advertising estate notice 151.55
9. Register of Wills, Fee to file Inheritance Tax Return 15.00
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
10,512.55
REV-1512 EX+ (12-03)
*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Virginia N. Rowe
FILE NUMBER
21-07 -0425
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. Continuing Care Rx, Account, Prescription Drugs
VALUE AT DATE
OF DEATH
118.10
2. Pinker & Associates, Account, Medical Services
36.78
3. Graham Medical Clinic, Account, Medical Services
30.68
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
185.56
REV-1513 EX+ (9-00)
'*
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Virginia N. Rowe
FILE NUMBER
21-07 -0425
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Michael T. Rowe Son 58,136.89
1267 Goodyear Road, Gardners, PA 17324
2. Lisa Gayle (Starner) Wickard Daughter 58,136.89
410 South Spring Garden Street, Carlisle, PA 17013
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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- 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)
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SAIDIS, GUIDO,
SHUFF &
MASLAND
26 w. High Street
Carlisle, PA
LAST WILL AND TESTAMENT
OF
VIRGINIA N. ROWE
I, VIRGINIA N. ROWE, of Gardners, 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 herefoforemade 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. If there be no cemetery lot available
for my interment owned by me at the time of my death, I authorize
my personal representative to purchase such cemetery lot with a
contract for perpetual care, using therefore funds from my estate
in such amount as he shall consider necessary and desirable, and
I authorize my personal representative to cause title to or
ownership of such lot so purchased to be vested in such person as
my personal representative shall designate.
Further, I authorize my personal representative to expend
funds from my estate, in such amount as my personal
representative shall consider necessary and desirable for the
purchase, erection and inscription of a suitable marker for my
grave.
SECOND
I devise and bequeath my real estate known as 410 Spring
Garden Street, Carlisle, Pennsylvania to my daughter, LISA GAYLE
.....:;,.
...
STARNER, per stirpes.
THIRD
In the event that my husband, PAUL R. ROWE, shall survive
me, I devise and bequeath our residence known and numbered as
1265 Goodyear Road, Gardners, Cumberland County, Pennsylvania,
together with all household goods and furnishings therein, and
all policies of insurance on said real and personal property to
my husband, PAUL R. ROWE, without liability for waste, for his
1 life, so long as he desires to use such premises as a home and
pays all costs of maintenance thereof, including taxes,
assessments, insurance and ordinary repairs, said property to be
insured in a reasonable amount insuring the interest of the
remaindermen as well as himself. Upon the death of IUY husband or
at such prior time as he shall no longer use said premises as a
home for himself, I devise and bequeath said real estate to my
. ~
~
~
children, MICHAEL T. ROWE and LISA GAYLE STARNER, per stirpes.
FOURTH
I give, devise and bequeath all the rest, residue and
remainder of my estate to my beloved husband, PAUL R. ROWE,
absolutely and in fee simple, if he survives me by thirty (30)
days.
FIFTH
SAIDIS, GUIDO,
SHUFF &
MASLAND
26 w. High Street
Carlisle, PA
In the event that my husband, PAUL R. ROWE, fails to survive
me by thirty (30) days, then I give, devise and bequeath all the
rest, residue and remainder of my estate in equal shares unto my
children, MICHAEL T. ROWE and LISA GAYLE STARNER, per stirpes.
Provided, however, that should any such share of my estate
pass to the issue of a deceased child, who shall not then have
attained the age of twenty-one (21) years, each such issue's
share shall be retained by FARMERS TRUST COMPANY, IN TRUST, upon
the terms and conditions set forth in the trust created by my
husband, PAUL R. ROWE.
SIXTH
I direct that any and all inheritance, estate, and transfer
taxes imposed upon my estate passing under this will or otherwise
be paid out of the principal of my residuary estate.
SEVENTH
In addition to the powers conferred by law, I authorize any
representative acting under this instrument, in his/her
absolute discretion:
(a) To retain any investments I may have at my death
so long as my Executor or Trustee may deem it advisable to
my estate or trust so to do.
(b) To vary investments, when deemed desirable by my
Executor or Trustee, and to invest in such bonds, stocks,
notes, real estate mortgages or other securities or in such
other real or personal property as my Executor or Trustee
shall deem wise, without being restricted to so called
"legal investments."
SAIDIS, GUIDO,
SHUFF &
MASLAND
26 w. High Street
Carlisle. PA
(c)
In order to effect a division of the principal of
my estate or trust or for any other purpose, including any
final distribution of my estate or trust, my Executor or
Trustee is authorized to make said divisions or
distributions of the personalty and realty partly or.wholly
)
~
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SAIDIS, GUIDO,
SHUFF &
MASLAND
26 w. High Street
Carlisle, PA
in kind.
If such division or distribution is made in kind,
said assets shall be divided or distributed at their
respective values on the date or dates of their division or
distribution.
In making any division or distribution in
kind, my Executor or Trustee shall divide or distribute said
assets in a manner which will fairly allocate any unrealized
appreciation among the beneficiaries.
(d) To sell either at public or private sale and upon
such terms and conditions as my Executor or Trustee may deem
advantageous to my estate or trust, any or all real or
personal estate or interest therein owned by my estate or
trust severally or in conjunction with other persons or
acquired after my death by my Executor or Trustee, and to
consummate said sale or sales by sufficient deeds or other
instruments to the purchaser or purchasers, conveying a fee
simple title, free and clear of all trust and without
obligation or liability of the purchaser or purchasers to
see to the application of the purchase money or to make
inquiry into the validity of said sale or sales; also, to
make, execute, acknowledge and deliver any and all deeds,
assignments, options or other writings which may be
necessary or desirable in carrying out any of the powers
conferred upon my Executor or Trustee in this paragraph or
elsewhere in this will.
(e) To mortgage real estate; and to make leases of
real estate for any term.
(f) To borrow money from any party, including my
Executor or Trustee, to pay indebtedness of mine or of my
estate or trust, expenses of administration, Death Taxes or
other taxes.
(g) To pay all costs, Death Taxes or other taxes,
expenses and charges in connection with the administration
of my estate or trust, and my executor shall pay the
expenses of my last illness and funeral expenses.
(h) To vote any shares of stock which form a part of
my estate or trust and to otherwise exercise all the powers
incident to the ownership of such stock and to actively
manage and operate any incorporated or unincorporated
business, including any joint ventures and partnerships, and
to incorporate any such unincorporated business, with all
the rights and powers of any owner thereof.
(i) In the discretion of my Executor or Trustee, to
unite with other owners of similar property in carrying out
any plans for the reorganization of any corporation or
company whose securities form a part of my estate or trust.
(j) To assign to and hold in my estate or trust an
undivided portion of any asset.
(k) To hold investments in the name of a nominee.
(1) To compromise controversies.
SAIDIS, GUIDO,
SHUFF & EIGHTH
MASLAND
26 W. High Street
Carlisle, PA
I hereby appoint my husband, PAUL R. ROWE as Executor of
this will.
If for any reason he should fail or cease to act, I
appoint MICHAEL T. ROWE.
If both should fail or cease to act, I
appoint my daughter, LISA GAYLE STARNER.
SAlDIS, GUIDO,
SHUFF &
MASLAND
26 w. High Street
Carlisle, PA
NINTH
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, VIRGINIA N. ROWE, have hereunto set
my hand and seal to this my Last Will and Testament, consisting
of seven (7) typewritten pages, the first six (6) of which bear
my signature in the margin for identification, this /~1i1day ofM
1994.
?}~ '7/{.'E~~
VIRGI. AN. ROWE
Signed, sealed, published and declared by the above-named
Testatrix, VIRGINIA N. ROWE, as and for her Last will and
Testament in the presence of us, who have hereunto subscribed our
names at her request as witnesses thereto, In the presence of
said
each other.
ADDRESS
(;Ja &v I h', .1-
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c2 G W. {r-.;t.
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ADDRESS
.----.---_.
~
SAlDIS, GUIDO,
SHUFF &
MASLAND
26 w. High Street
Carlisle. PA
COMMONWEALTH OF PENNSYLVANIA:
SS
COUNTY OF CUMBERLAND
WE, VIRGINIA N. ROWE, ROBERT C. SAIDIS, and Edward Guido
, 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 she 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 witness and that to the best of
their knowledge the Testatrix was at the time 18 or more years of
age, of sound mind and under no constraint or undue influence.
Witness
, Witness
Subscribed, sworn to and acknowledged before me by VIRGINIA
N. ROWE, the Testatrix, and subscribed to and sworn or affirmed
to before me by ROBERT C. SAIDIS, and
witnesses, this ISM. day of
Edward E. Guido
,J~~.~ , 1994.)
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Notary Public
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MAY 1 6 2001
~M&fBank
499 Mitchell Road, Millsboro, DE 19%6 Mail Code DE-MB-12
Phone (888) 502-4349
Fax (302) 934-2955
May 14,2007
Law Offices
Saidis Flower & Lindsay
26 West High Street
Carlisle, Pennsylvania 17013
Re: Estate of" Virginia N Rowe
Social Securitv: 207-22-1536
Date of Death: January 19.2007
Dear Sir or Madam:
Per your inquiry dated May 8, 2007, 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 1081373
Ownership (Names oj) Paul R Rowe * cu "-
Virginia N Rowe *
Opening Date 08/23/90
Balance on Date of Death $ 85.53
Accrued Interest $ 0.00
Total $ 85.53
2.
Type of Account
Savings Account
Account Number
015004214278895
Ownership (Names oj)
Virginia N Rowe *
Opening Date
07/18/06
Balance on Date of Death
$38,813.32
Accrued Interest
$
6.32
Total
$38,319.64
3.
Type of Account
Certificate of Deposit
Account Number
031003915940330
Ownership (Names oj)
Virigina N Rowe *
Opening Date
07/18/06
Balance on Date of Death
$50,000.00
Accrued Interest
$ 1,309.58
Total
$51,309.58
4.
Type of Account
IRA
Account Number
035004202201147
Ownership (Names oj)
Viriginia N Rowe *
Michael T Rowe, Beneficiary *
Lisa G Wickard, Beneficiary *
Opening Date
10/05/06
Balance on Date of Death
$31,971.96
Accrued Interest
$ 96.50
Total
$32,068.46
5.
Type of Account
IRA
Account Number
035004110112121
Ownership (Names oj)
Viriginia N Rowe *
Michael T Rowe, Beneficiary ..
Lisa G Wickard, Beneficiary ..
Opening Date
OS/27/05 Closed 10/05/06
Balance on Date of Death
$ 0.00 Closed prior to the date of death
Please be advised, there was no safe deposit box found for the above decedent.
* If upon reviewing the information above, you believe there are additional accounts not referenced, please
provide us with an account number and/or the name of any possible joint account holder. For any additional
information on the above accounts, including ownership and any changes, closures and/or reimbursement of
funds, please call the Spring Garden Office # 717-240-45252.
Sincerely,
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Nancy clagett
Records Management