HomeMy WebLinkAbout10-09-07
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15056041147
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
File Number
INHERITANCE TAX RETURN
RESIDENT DECEDENT 2 1 0 7
0328
Date of Birth
144249240
01172007
07291918
Decedent's Last Name
Suffix
Decedent's First Name
MI
MARSH
JANICE
M
(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
: X 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)
X
6. Decedent Died Testate
(Attach Copy of Will)
7 Decedent Maintained a liVing Trust
. (Attach Copy of Trust)
o
8. Total Number of Safe Deposit Boxes
9. Litigation Proceeds Received
10. Spousal Poverty Credit (date of death
between 12.31.91 and 1-1-95)
11. Election to tax under Sec. 9113(A)
(Attach Sch. 0)
CORRESPONDENT. THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
WM. D. SCHRACK III 7174329733
Firm Name (If Applicable)
SCHRACK & LINSENBACH PC
REGISTER OF WILLS USE ONLY
'. )
First line of address
124 WEST HARRISBURG STREET
Second line of address
P.O. BOX 310
City or Post Office
State
ZIP Code
17019-0310
DATE_FJ_ED
(" ~ ".
DILLSBURG
PA
~L.:
Correspondent's e-mail address:Schracklaw@adelphia.net
David W. Marsh
(6,
17055
Wm. D. Schrack III
DATE
124 West Harrisburg Street, Dillsburg, PA 17019-0310
Side 1
L
15056041147
15056041147
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15056042148
REV-1500 EX
Decedent's Name: J ani c eM. Mar 5 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) Separate Billing Requested............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) 1--1 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/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 .00 0 . 00
15.
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
16.
171,816.47
0.00
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
15056042148
Decedent's Social Security Number
144249240
152,147.57
42,841.95
194,989.52
22,577.08
595.97
23,173.05
171,816.47
171,816.47
o .00
7,731.74
o . 0 0
0.00
7,731.74
o
15056042148
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REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME
Janice M. Marsh
STREET ADDRESS
824 lisburn Road, Apartment 401
File Number 21 -07 -0 328
Camp Hill
STATE
I PA
ZIP
CITY
17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
7,731.74
7,500.00
386.59
Total Credits (A + B + C)
(2)
7,886.59
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPA YMENT.
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)
154.85
(5)
(5A)
(5B)
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;..........................................................ou................ x
b. retain the right to designate who shall use the property transferred or its income;............................_... x
c. retain a reversionary interest; or..............................__............................__.............................................. Xi
d. receive the promise for life of either payments, benefits or care?........................................................... x
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?............................ .................................................................................... x
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... '! X
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ......... ............... ..................... ....... .................. ....... ...........ou ...... ...... ........ x j
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 statutedoes 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 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.
LAST WILL AND TEST AMENT
OF
JANICE M. MARSH
I, JANICE M. MARSH, now domiciled in Cumberland County, Pennsylvania, declare this
to be my Last Will and Testament. I revoke all other wills and codicils that I may have previously
made.
Article I
My just debts and expenses of my last illness, funeral, and administration of my estate shall
be paid by my Executor from the principal of my residuary estate as soon as practicable after my
death.
Article n
All inheritance, estate, and succession taxes (including interest and penalties thereon, but not
including any generation skipping tax) payable by reason of my death shall be paid out of and be
charged generally against the principal of my residuary estate without reimbursement from any
person. This provision is not a waiver of any right which my Executor has to claim reimbursement
for any such taxes which become payable as the result of any property over which I have the power
of appointment.
- 1 -
Article ill
I give, devise and bequeath in accordance with any memorandum which I have either
handwritten or signed, located with my will or with my valuable papers and found within 30 days of
the probate of my will. Gifts may only be to persons who survive me or to organizations which exist
at my death, and if there is a conflict, the memorandum having the latest date shall govern.
Article IV
I give and bequeath ONE THOUSAND DOLLARS ($1,000.00) to each of my following
grandchildren, outright and not to be held in trust: MEGAN HEATHER MARSH, of Oak Ridge,
North Carolina, SETH KIRKE MARSH, of Trenton, New Jersey, JENNIFER LYNN MARSH, of
Sydney, British Columbia Canada, CAROLYN MARIE MARSH, of Sydney, British Columbia
Canada, and DOUGLAS WESLEY MARSH, of Oak Ridge, North Carolina.
Article V
All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever
situate, I give, devise and bequeath IN EQUAL SHARES to my children: KENNETH H. MARSH,
of Sydney, British Columbia Canada, DAVID W. MARSH, of Cumberland County, Pennsylvania,
and ALAN T. MARSH, of Oak Ridge, North Carolina.
If any of my beneficiaries predecease me or fail to survive me by thirty (30) days, I give,
devise and bequeath his or her share to his or her issue who survive me, per stirpes, or ifhe or she
has no issue, the share(s) are to be added equally to the other shares.
- 2-
Article VI
If a beneficiary under this Will has not attained the age of twenty- five (25) years, the share of
the beneficiary shall be placed in a separate trust, for the benefit of that beneficiary according to the
terms in Article VII.
Article VII
In the event that a Trust is created by or as a result of any part of this Will, the terms and
conditions of the Trust shall be as follows:
A. To expend and apply so much of the net income and so much ofthe principal of the
Trust as the Trustee shall consider advisable for the support, health, care and education (including
college, trade school, or other similar training or education) of the child until the child attains the age
of twenty-five (25) years.
B. Upon attaining the age of twenty-five (25), the remaining principal and accumulated
income of the child's share shall be distributed outright to the child.
C. If any beneficiary dies before the complete termination of his or her trust, the Trustee
shall divide any remaining trust property into shares for the beneficiary's issue then living, per
stirpes, or if none, for my issue then living, per stirpes, subject to being held in continued trust in
accordance with the provisions of this Article VII.
D. No beneficiary or remainderman of this Trust shall have any right to alienate,
encumber, or hypothecate his or her interest in the principal or income of the Trust in any manner,
nor shall any interest be subj ect to claims of his or her creditors or liable to attachment, execution, or
other processes oflaw.
- 3 -
Article VITI
I hereby appoint my son, DAVID W. MARSH as Trustee of any Trust(s) created in this Will.
In the event 0 f the renunciation, death, resignation, or inability to act, for any reason whatsoever of
DAVID W. MARSH, I nominate and appoint my son, KENNETH H. MARSH, as Successor
Trustee of any Trust(s) created in this Will.
Article IX
In order to carry out the purposes of the Trust(s) established by this Will, the Trustee, in
addition to all other powers granted by this Will or by law, shall have the following powers over the
Trust estate, subject to any limitations specified elsewhere in this Will:
(a) to retain in the form received and/or to sell either at public or private sale, any real
estate or personal property except that which I specifically bequeath herein,
(b) to manage real estate,
(c) to invest and reinvest in all forms of property without being confined to legal
investments, and without regard to the principal of diversification,
(d) to exercise any option or right arising from the ownership of investments,
(e) to compromise claims without court approval and without consent of any beneficiary,
(f) to file fiduciary/income tax returns and pay the tax due for any year for which such a
return is required,
(g) to make distributions in cash or in kind, or in both, and to determine the value of any
such property,
-4-
(h) to employ any attorney, investment advisor, or other agent deemed necessary by my
Executor; and to pay from my estate reasonable compensation for all their services,
(i) to conduct along with or with others, any business in which I am engaged in or have
an interest in at the time of my death, and
G) to receive reasonable compensation in accordance with their standard schedule offees
in effect while their services are performed.
Article X
I nominate, constitute, and appoint my son, DAVID W. MARSH as Executor of my Last
Will and Testament. In the event of the renunciation, death, or inability to act, for any reason
whatsoever of my Executor, I nominate, constitute and appoint my sons, KENNETH H. MARSH
and ALAN T. MARSH as successor Co-Executors of my Last Will and Testament. I direct that my
Executor or successor Co-Executors be permitted to serve without bond and in addition to those
powers granted by law, I grant them power to distribute in cash or in kind in like or in unlike shares
and to file any qualified disclaimer I could have filed if living. My Executor or successor Co-
Executors shall receive reasonable compensation for services rendered to my estate.
Article XI
In addition to the powers conferred by law, I authorize my Executor and successor Co-
Executors, in his absolute discretion:
(a) to retain in the form received and to sell either at public or private sale, any real estate or
personal property except that which I specifically bequeath herein,
(b) to manage real estate,
- 5 -
(c) to invest and reinvest in all forms of property without being confined to legal
investments, and without regard to the principal of diversification,
(d) to exercise any option or right arising from the ownership of investments,
(e) to compromise claims without court approval and without consent of any beneficiary,
(f) to file any federal income tax return for any year for which I have not filed such return
prior to my death,
(g) to make distributions in cash or in kind, or in both, and to determine the value of any
such property,
(h) to employ any attorney, investment advisor, or other agent deemed necessary by my
Executor; and to pay from my estate reasonable compensation for all their services,
(i) to conduct alone or with others, any business in which I am engaged in, or have an
interest in at time of my death, and
G) to receive reasonable compensation in accordance with their standard schedule of fees in
effect while their services are performed.
IN WITNESS WHEREOF, I, JANICE M. MARSH, hereby set my hand to this my Last
Will and Testament, on ~. \~ 2006.
~r>.~
CE M. MARSH
In our presence, the above-named JANICE M. MARSH signed this and declared this to be
her Last Will and Testament and now at her request, in her presence, and in the presence of each
other, we sign as witnesses.
?~~
Address
845 Sir Thomas Court. Suite 12. Harrisburg, P A 17109
845 Sir Thomas Court. Suite 12. Harrisburg, P A 17109
- 6 -
I, JANICE M. MARSH, Testatrix, who signed the foregoing instrument, having been duly
qualified according to law, acknowledge that I signed and executed this instrument as my Will, and
that I signed it willingly as my free and voluntary act for the purposes therein expressed.
Sworn to or affirmed and
acknowledged before me by
JANICE M. MARSH, the Testatrix
on ~J \~ 2006.
rh.mfI--'Vp
CE M. MARSH
COMMONWEALT1f OF PENNSYlVANIA
NOTARIAL SEAL
JACQt/ELINE A. KELL'( NOTARY PUBLIC
lOWER PAXTON TWP.. DAUPHIN COUNlY
MY COMMISSION EXPIRES DEC. 17,2007
We, the undersigned witnesses who signed the foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the Testatrix sign and execute this
instrument as her Will; that she signed and executed it willingly as her free and voluntary act for the
purposes therein expressed; that each of us in her sight and hearing signed the Will as witnesses, and
that to the best of our knowledge, that she was at that time eighteen (18) years or more of age, of
sound mind, and under no constraint or undue influence.
Sworn to or affirmed and
subscribed to before me
by 3""8V\ L ~
and . R1.uJa1( I
witnesses, on - l .
, 2006.
6~
~ a-16J~
ot ublic
COMMONWEALTH OF PENNSYLVANIA
NOTARiAl SEAL
JACQUElINE A. KElLY, NOTARY PUBUC
lOWER PAXTON TWP., DAUPHIN COUNlY
MY COMMISSION EXPIRES DEC. 17, 2001
-7-
Rev-1509 EX+ (6-98)
.
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marsh, Janice M.
FILE NUMBER
21-07-0328
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
A. David W. Marsh
ADDRESS
RELATIONSHIP TO DECEDENT
503 Broad Circle
Mechanicsburg, PA 17055
Son
B.
C.
JOINTLY OWNED PROPERTY:
DESCRIPTION OF PROPERTY %OF DATE OF DEATH
LETTER DATE
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET INTEREST DECEDENT'S INTEREST
JOINTLY-HELD REAL ESTATE.
1 A 10/30/2006 Wachovia Bank, N.A. - 100,856.30 100.000% 100.856.30
CD#247402112788610
2 A 7/28/2005 Wachovia Bank, N.A. - Checking Account 78.340.03 50.000% 39.170.02
#1010125755106
3 A 3/1/1981 Wachovia Bank, N.A. - Checking Account 2,467.22 50.000% 1.233.61
#1013011147061
4 A 12/1/1997 Wachovia Bank, N.A. - Savings Account 21.775.28 50.000% 10,887.64
#3014198561282
TOTAL (Also enter on Line 6, Recapitulation) 152,147.57
(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 F (Rev. 6-98)
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.
'W'AcIroVIA
Reference ID: 199701 6
Wachovia Bank N.A.
Balance ConfIrmation Services
POBox 40028
Roanoke, VA 24022-7313
April 3, 2007
DAVID MARSH
503 BROAD CIRCLE
MECHANICSBURG, P A 17055
SUBJECT: Verification I Confirmation of Account and Balance Information provided for:
Customer: JANICE MARSH (SSN" 144-24-9240)
Date of Death: January 17,2007
DeDosit Account Information
Account
Type
Account
Number
Date of Death
Balance
Average
Balance.
Date
Opened
Maturity lnlerest Accrued YTD Date
Date Rate Interest mterest Paid Closed
CERTIFICATE OF DEPOSIT
247402112788610
$100,856.30
IlY30!2oo6
$249.97
$0.00
1/30/2007
LEGAL TITLE: JANICE M. MARSH OR DAVID W. MARSH
CLOSING BALANCE: $101273.27
CHECKING 1013011147061
LEGAL TITLE: JANICE M. MARSH
DAVIDW MARSH
$2,467.22
311/1981
$0.04
$0.13
CHECKING
1010125755106
$78,340.03
7128/2005
$70.13
$182.71
1/30/2007
LEGAL TITLE: JANICE M. MARSH
DA VID W. MARSH
CLOSING BALANCE: $78479.27
SAVINGS
3014198561282
$21,775.28
12/1/1 997
$3.94
$10.54
1/3012007
LEGAL TITLE: JANICE M. MARSH
DAVID W MARSH
CLOSING BALANCE: $21783.16
. Due to system limitations, we can only provide a twelve month average balance on depository accounts.
Rev-1510 EX+ (6-9B)
~
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SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Marsh, Janice M.
FILE NUMBER
21-07 -0328
ESTATE OF
This schedule must be completed and filed If the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE.
1 The Hartford. Annuity Contract #711426306 42,841.95 42,841.95
TOTAL (Also enter on Line 7, Recapitulation) 42.841.95
(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 G (Rev. 6-98)
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THE DIRECTOR SELECT
VARIABLE ANNUITY QUARTERLY STATEMENT
OCTOBER 1, 2006 - DECEMBER 31, 2006
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" FURTiN5Itb
Retirement can last a long time. And obvious as this may sound, the more money you accumulate now in your
annuity, the more :/ou will have available in retirement. Talk to your investment representative about how
adding to your annuity now can help you make your money last later.
#BWNGSGR
#VI9ESSXJBARBI3:f1: 3198
JANICE MARSH
824 L1SBURN RD
APT 401
CAMP HILL PA 1 j'011
SUMMARY
CONTRACT NUMBER 711426306
PURCHASE DATE July 25, 2003
CONTRACT TYPE Non-Qualified
OWNER JANICE MARSH
ANNUITANT JANICE MARSH
SINCE PURCHASE
7/25/03 -12/31/06
Beginning Value
Premium Payment
Total Surrenders *
Annuity Performance
Ending Value
QUARTER
10/1/06 -12/31/06
42,521.64-
0.00
0.00
314.31
$42,841.95
YOUR ANNUITY ~:[ A GLANCE
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YEAR-TO-DATE
1/1/06 - 12/31/06
41,627.25
0.00
-30.00
1,244.70
$42,841.95
38,795.71
-90.00
4,136.24
$42,841.95
~ 100.0% Fixed Acc
FOR ASSISTANCE, CONTACT EITHER:
Your Investment Professional
Anne M Hennigar
W ACHOVIA SECURITIES, LLC-ISG
210 Penns Trail
Newtown PA 18940
The Hartford
Attn: Investment Products Services
PO Box 5085
Hartford, CT 06102-5085
www.HartfordInvestor.com
1-888-488-2228 Automated Voice Services
1-800-862-6668 Client Services
1-800-862-7155 Producer Services
* Total Surrenders include Contingent Deferred Sales Charges and Annual Maintenance Fees, if applicable.
All information about ycur variable ammity, including charges and expenses, is described in your prospectus. Please read it
carefully and keep it fo~~ your records. OUr hours of operation are Monday-Thursday 8:00 a.m. to 7:00 p.m. and Friday 9: 15 a.m.
to 6:00 p.m. (Eastern time).
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REV.1151 EX+ (12.99)
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Marsh, Janice M.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-07 -0328
ESTATE OF
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
See continuation schedule(s) attached
9,198.65
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
B.
David W. Marsh
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address 503 Broad Circle
City Mechanicsburg
Year(s) Commission paid 2007
State PA Zip 17055
7,799.00
2.
Attorney's Fees
Wm. D. Schrack III
3,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
Other Administrative Costs
2,079.43
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation)
22,577.08
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
Marsh, Janice M.
FILE NUMBER
21-07 -0328
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Bracolonia Memorials - grave marker
3.105.65
2
J. Allen Hooper Funeral Chapel
5.460.00
3
Morrisville Cemetery Association (foundation for grave marker)
433.00
4
Morrisville Methodist Church (funeral luncheon)
200.00
Subtotal
9.198.65
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-87
OTHER
ADMINISTRATIVE COSTS
continued
ESTATE OF
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Marsh, Janice M.
FILE NUMBER
21-07 -0328
ITEM
NUMBER
AMOUNT
DESCRIPTION
1
Cleaning supplies, food for helpers assisting in clean-up of apartment
107.27
2
Cracker Barrel and Giant Foods - food for out-of-area sons and grandchildren
during funeral period
160.23
3
Cumberland Law Journal - estate advertisement
75.00
4
David Baboian (preparation of 2006 personal tax returns)
129.00
5
Executor's gas and turnpike tolls for funeral
74.00
6
Register of Wills - filing fee
15.00
7
8.00
"Thank You" notes
8
The Patriot News - estate advertisement
134.46
9
123.50
The Patriot News - publication of obituary
10
The Storage Depot (storage unit rental for 2 months)
240.94
11
U-Haul (storage items)
10.39
12
UPS freight charges, U. S. Postal Service shipping charges and postage - transport
assets to beneficiaries
1.001.64
Subtotal
2.079.43
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B? (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
Marsh, Janice M.
FILE NUMBER
21-07 -0328
Include unrelmbursed medical expenses.
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1 Boscov's - balance due
258.66
2 Camp Hill Emergency Physicians - last illness
18.85
3 Com cast - debt of decedent
10.02
4 Jan L. Brown Associates - debt of decedent
75.00
5 MEDCO (prescriptions) - last illness
20.00
6 MSHMC Physicians Group - last illness
39.00
7 Personal local taxes due by decedent
9.80
8 United States Treasury - federal taxes owed by decedent
92.00
9 Verizon (telephone) - debt of decedent
72.64
TOTAL (Also enter on Line 10, Recapitulation)
595.97
(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 J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I FILE NUMBER
21-07 -0328
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
ESTATE OF
I.
Marsh, Janice M.
NAME AND ADDRESS OF
NUMBER PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116(a)(1.2)]
RELATIONSHIP TO
DECEDENT
Do Not List Trustee(s)
1
Megan Hessenius
5901 Rowsgate Lane
Wilmington, NC 28411
Grandchild
2
Son
1/3 of residuary
estate
Alan T. Marsh
6108 Chalet Drive
Oak Ridge, NC 27310
3
Carolyn Marsh
216-3420 Bell Avenue
Burnaby, BC
Canada, V3J 1 M7
David W. Marsh
503 Broad Circle
Mechanicsburg, PA 17055
1/3 of residuary
estate
Grandchild
Son
4
5
Douglas Marsh
6108 Chalet Drive
Oak Ridge, NC 27310
Grandson
See continuation schedule attached Continuation
Total
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Copyright (c) 2002 form software only The Lackner Group, Inc.
1,000.00
1,000.00
1,000.00
2,000.00
5,000.00
Form PA-1500 ScheduleJ (Rev. 6-98)
0.00
, '.
SCHEDULE J
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Janice M. Marsh 144-24-9240 01/17/2007
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
6 Kenneth H. Marsh Son 1/3 of residuary
10510 Allbay Road estate
Sidney BC
Canada, V8l 2P4
7 Seth Marsh Grandson 1,000.00
24013 Crowned Partridge lane
Murrieta, CA 92562
8 Jennifer Yoshitani Grandchild 1,000.00
#704-1010 Burnaby St.
Vancouver BC
Canada, V6E 418
Total
2,000.00
1
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