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Home My WebLink About08-10-07 --.J 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 15056041147 OFFICIAL USE ONLY County Code Year INHERITANCE TAX RETURN 2 1 RESIDENT DECEDENT File Number 07 0494 Date of Birth 189187475 05122007 07251924 Decedent's Last Name Suffix Decedent's First Name MARY MI K THRUSH (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 IX 1. Original Return D D 2. Supplemental Retum D D o 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) x 6. Decedent Died Testate (Attach Copy of Will) 7 Decedent Maintained a Living Trust . (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes 9. Litigation Proceeds Received D 10 Spousal Povertl' Credit (date of death . between 12-31-91 and 1-1-95) " , I '----' 11. Election to tax under Sec. 9113(A) (Attach Sch. 0) ~ORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: ame Daytime Telephone Number CHRISTOPHER E. RICE 7172433341 Firm Name (If Applicable) MARTSON LAW OFFICES State PA ZIP Code 17013 C;C") ';2-"1, DAT~ILED ~._,+.+) REGISTE~~F WILLS UgONL Y Co -..I ..:JJ )::woo .,~ c= I ::.c 0 (.""") , "", r- '.>r, ..,,:":::1 -,j ~ ............... o First line of address 10 EAST HIGH STREET Second line of address :r.- =:: City or Post Office CARLISLE U) -,."1 -. c'S r,....j r .- ~~ ....."J> N 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. ~ SIG~~RE OF PERSON RESPONSIBLE FqR FILING RETURN DATE ~h~9r-,;h~~ ShirleyM.KILLIAN 4ft/07 ADDRESS ~ 4 Pine Road, Walnut Bottom, PA 17226 F PREPARER OTHER THA EPRESENTATIVE 1. Christopher E. Rice DATE P-19/~ 10 East High Street, Carlisle, PA 17013 Side 1 L 15056041147 15056041147 --.J J ---I 1505b042148 REV-1500 EX Decedent's Name: Mary K. T H R U S H RECAPITULATION 1. Real Estate (Schedule A}..........................................................m........................ 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 Governmental Bequests/See 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 i4"tai<able at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 o .00 15. 124,856.90 16. o . 00 17. o .00 18. 19. Tax Due............................................................................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L 1505b042148 Decedent's Social Security Number 189187475 137,494.28 137,494.28 ------r~ 4 07. "(fEr 230.32 12,637.38 124,856.90 124,856.90 o . 0 0 5,618.56 o .00 o .00 5,618.56 o 1505b042148 ---I REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME Mary K. THRUSH STREET ADDRESS 770 South Hanover Street File Number 21-07-0494 --.~__u __ CITY Carlisle FTE PArfP-~7~~ Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 280.93 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT. Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is theBALANCE DUE (3) (4) (5) (5A) (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 5,618.56 280.93 5,337.63 5,337.63 PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred;..........................................................m................ 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?................................................................................................................ Yes [J D D n No x. ~ ~ [!J ~ [i 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death:?....... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ......... .......................... ................................................ ...... __ ..... ....... ........ JC 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. ~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 statutedoes not exemota 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 decedent's lineal beneficiaries is four and one-half (4.5) 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 decedent's 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. Rev.1508 EX+ (6-98) . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF THRUSH, Mary K. FILE NUMBER 21-07 -0494 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jolntly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION 1 Cash found in house VALUE AT DATE OF DEATH 163.12 2 Chapel Pointe at Carlisle, refund 11.946.00 3 Citizens Bank checking account 610073-431-5 8.432.40 4 Citizens Bank Money Market Account 621423-071-8 116.952.76 TOTAL (Also enter on Line 5, Recapitulation) 137.494.28 (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) REV.1151 EX+ (12.99) . SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF THRUSH, Mary K. Debts of decedent must be reported on Schedule I. FILE NUMBER 21-07-0494 ITEM DESCRIPTION NUMBER AMOUNT A. FUNERAL EXPENSES: See continuation schedule(s) attached 4,884.85 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State Zip - Year(s) Commission paid 2. Attorney's Fees Martson Law Offices (estimated) 7,200.00 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 302.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 20.21 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 12,407.06 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1502 EX+ (6-98) *' SCHEDULE H-A FUNERAL EXPENSES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF THRUSH, Mary K. FILE NUMBER 21-07 -0494 ITEM NUMBER DESCRIPTION AMOUNT 1 Dickinson Presbyterian Church, funeral luncheon 100.00 2 Hoffman Roth Funeral Home, Carlisle, PA 4.784.85 Subtotal 4.884.85 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-B7 OTHER ADMINISlRA liVE COSTS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF THRUSH, Mary K. FILE NUMBER 21-07 -0494 ITEM NUMBER DESCRIPTION AMOUNT 1 Postage, certified mailing, Department of Public Welfare 5.21 2 Register of Wills, filing fee, Inheritance Tax return 15.00 Subtotal 20.21 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) Rev-1512 EX+ (6-98) *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES. & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF THRUSH, Mary K. FILE NUMBER 21-07 -0494 Include unrelmbursed medical expenses. ITEM NUMBER DESCRIPTION 1 Citizens Bank checking account 610073-431-5 - Outstanding checks on date of death VALUE AT DATE OF DEATH 90.14 2 Community Care RX, account payable 13.40 3 Millennium Pharmacy Systems, Inc., account payable 92.17 4 Millennium Pharmacy Systems, Inc., account payable 1.38 5 Mobile X-Ray Imaging, account payable 33.23 TOTAL (Also enter on Line 10, Recapitulation) 230.32 (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+ (9-110) ESTATE OF NUMBER I. 1 2 3 4 5 *' SCHEDULE J BEN EFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT THRUSH, Mary K. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal aistributionsA and transfers under Sec. l:1116(a)(1.2)] Shirley Killian 4 Pine Road Walnut Bottom, PA 17226 FILE NUMBER 21-07 -0494 SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) RELATIONSHIP TO DECEDENT Do Not List Trusteelsl Daughter 51,455.19 Logan Molestatore clo Patricia Molestatore 195 Logan Drive Indiana, PA 15701 Patricia Molestatore 195 Logan Drive Indiana, PA 15701 Great-grandson 166.68 Granddaughter 1,000.00 Gabriel Swauger clo Kristen Swauger 3930 Mt. View Road Mechanicsburg, PA 17055 Kristen Swauger 3930 Mt. View Road Mechanicsburg, PA 17055 Great-Grandaug hter 166.68 Granddaughter 1,000.00 See continuation schedule attached Continuation 71,068.35 Total 124,856.90 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Mary K. THRUSH 189-18-7475 05/12/2007 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) 6 Alishia Thrush Great-granddaughter 166.66 c/o Scott Thrush 972 West Old York Road Carlisle, PA 17015 7 David Thrush Jr. Great-grandson 166.66 c/o David Thrush, Sr. 972 West Old York Road Carlisle, PA 17015 8 David Thrush Sr. Grandson 1,000.00 972 West Old York Road Carlisle, PA 17015 9 Donald L. Thrush Son 42,252.66 962 West Old York Road Carlisle, PA 17015 10 Emily Thrush Great-granddaughter 166.66 c/o David Thrush, Sr. 972 West Old York Road Carlisle, PA 17015 11 Hannah Thrush Great-granddaughter 166.66 c/o David Thrush, Sr. 972 West Old York Road Carlisle, PA 17015 12 Paul D. Thrush Son 26,149.05 972 West Old York Road Carlisle, PA 17015 13 Scott Thrush Grandson 1,000.00 972 West Old York Road Carlisle, PA 17015 Total 71,068.35 1 ORiGIN.Al ~El:A.iNED Bi, F\FILES\DAT AFILEIEstate Planningl80 18IWILl2006 tAW Ol'f!CES r.::Ma'ttJ.on !bea>r.do'tff rwil.'fiarra .& Otto A PROF~SSIONAl CORPORATION rEN EAST HIGH STREET ('.ARllStE. PA 170 I :r LAST WILL AND TESTAMENT '7)7)243-33../.1 I, MARY K. THRUSH, of 2376 Walnut Bottom Road, Carlisle, Dickinson Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executrix( or) shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. I give to my daughter, SHIRLEY M. KILLIAN, of Walnut Bottom, Pennsylvania, all of my rings and jewelry. 3. I give the sum of One Thousand Dollars ($1,000.00) to each of my grandchildren who are living at the time of my death. I give the sum of One Thousand Dollars ($1,000.0~) to be distributed equally among my great-grandchildren who are living at the time of my death. 4. I give, devise and bequeath all the rest, residue and remainder of my estate, both real and personal property, in the following manner: 42.93052% unto my daughter, SHIRLEY M. KILLIAN; 35.25259% unto my son, DONALD L. THRUSH, of Carlisle, Pennsylvania; and 21.81689% unto my son, PAUL D. THRUSH, of Carlisle, Pennsylvania, 5. I nominate, constitute and appoint my said daughter, SHIRLEY M. KILLIAN, as Executrix of my estate. In the event she shall be unable or unwilling to serve in such capacity, then I appoint my said son, DONALD L. THRUSH, to act in such capacity. 6. I direct that my Executrix( or) shall not be required to tile a bond to secure the faithful perfonnance ofher(his) duties in any jurisdiction. Page I of 3 Pages ~ 7. I authorize and empower my Executrix(or), in her(his) sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to them such power as my Executrix(or) considers desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition, I direct that my Executrix, or her successor, shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. IN WITNESS WHEREOF I have hereunto set my hand and seal this 17~ day of t ...err ,2006. ~Sh (SEAL) SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed our namrwitnesses t~ereto, in the presence of the sai~ Testatrix and of e~:h other. jk~c/!J;zt ~UllL 11 At.tJl!c Page 2 of 3 Pages COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) ~ We,MaryK.Thrush, 'V;tf()r(~ l. O-ff(l ,and fLLD.I-L t< - .-\(\ (IJ'*-, , the Testatrix and the witnesses, respectively, whose names are signed to the foregoing 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 that the Testatrix has signed willingly, and that the Testatrix executed it 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 a witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ,-,-:r' Mary ~Sh. Testa~,' j/CkL.~~ ~ Witness 'i ,1/ /~~ ;!LLLr<r- !~ ./~tf i';C~'-/C Witness Subscribed, sworn to and acknowledged before rt: 'Mary K. Thrush, the Testatrix, and subscribed and sworn to before me by VI C fI) (-, tL b-- D +fo and r.iU q {l k. :St^' ^tt L~_ . the witnesses, this 17 trfay of (,} ''''"If ' ;1< , C.. /, '~y\.l L ~/itL 1ie..^, I j, <-ir't4- N Public J NOTARIAL SEAL CORRINE L. MYERS, NOTARY PUBLIC CARLISLE BORa, C0l'!JTV OF CUMBERLAND MY COMMISSiON C,P'PES MAY 27,2007 Page 3 of 3 Pages ~~ Citizens Bank Account Number 6100734315 Account Title MARY K THRUSH Date Opened 2/23/1981 Account Type Checking Principal Balance as of DOD $8432.40 Interest from Last Posting to DOD $.00 Account Balance as of DOD $8432.40 YTD Interest to DOD $.00 ~~c.L.3 ~:E Citizens Bank' AccolUlt Number 6215430718 AccolUlt Title MARY K THRUSH Date Opened 12/29/2006 AccolUlt Type Checking Principal Balance as ofDOD $116952.76 Interest from Last Posting to DOD $.00 Account Balance as of DOD $116952.76 YTD Interest to DOD $1914.61 r:/~..~ #JJ