HomeMy WebLinkAbout10-12-07 (2)
REV.1500 EX + (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. ~80601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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OILER
DATE OF DEATH (MM-DD-Year)
FRANKLIN A.
DATE OF BIRTH (MM-DD-Year)
OFFICIAL USE ONLY
FILE NUMBER
2 1 -0 7 0 8 0 0
COuNTYCOoE -VEAR- - - NUMsER- -
SOCIAL SECURITY NUMBER
2 0 6 - 1 0 - 8 2 7 1
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3. Remainder Return (date of death prior to 12-13-82)
D 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch O)
THI5SECTION. MUST BS.COMPLETED.ALLCORRSSPONDENCEANDCONFIDSNTIALtf'AXINFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
ROGER B. IRWIN ESQUIRE 60 WEST POMFRET STREET
FIRM NAME (If Applicable)
IRWIN & McKNIGHT
TELEPHONE NUMBER
717 249-2353 CARLISLE PA 17013
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(IF APPLICABLE) SORVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
OFFICIAL USE ONLY
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[X] 1. Original Return
D 4. Limited Estate
[Xl 6. Decedent Died Testate (AIlach copy of Will)
D 9. Litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (date of death after 12-12-82)
D 7. Decedent Maintained a Living Trust (AIlach copy ofTrust)
D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
(8)
84,127.11
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1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
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)
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)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
0_00 X _(15)
73,329.48 X .045 (16)
0.00 X .12 (17)
0.00 X .15 (18)
(19)
10,220.46
577.17
(11)
(12)
(13)
10,797.63
73,329.48
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > . BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < .
(14)
73.329.48
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REV-1508 E~ + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
OILER
FILE NUMBER
FRANKLIN A. 21 07
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.
0800
ITEM
NUMBER
1.
DESCRIPTION
F&M TRUST - CHECKING ACCOUNT #34-10366
VALUE AT DATE
OF DEATH
3,549.56
2.
F&M TRUST - MONEY MARKET ACCOUNT #70-33664
7,784.95
3.
F&M TRUST - CERTIFICATE OF DEPOSIT ACCOUNT #015-2984377
31,217.38
4.
F&M TRUST - CERTIFICATE OF DEPOSIT ACCOUNT #015-2984378
31,211.58
5.
F&M TRUST - CERTIFICATE OF DEPOSIT ACCOUNT #015-2986125
10,073.64
6.
CASH ON HAND
290.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
84 127.11
REV-1511 ~ + (12-99)
.
COMMbNWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
OILER
FILE NUMBER
ITEM
NUMBER
A.
1.
B.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
FRANKLIN
A
21
07
0800
Debts of decedent must be reported on Schedule I.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
EGGER FUNERAL HOME, INC.
1,365.84
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (5)
Social Security Numbe~s)/EIN Number of Personal Representative(s)
Street Address
City
State
Zip
Yea~s) Commission Paid:
Attorney Fees IRWIN & McKNIGHT
4,500.00
3,500.00
Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant LAUREL R. HANKINS
Street Address 210 MOUNTAIN ROAD
City NEWVILLE State PA
Relationship of Claimant to Decedent DAUGHTER
Zip 17241
Probate Fees REGISTER OF WILLS
169.00
Accountanfs Fees
Tax Return Prepare~s Fees PATRICIA A. ROSENDALE, CPA
350.00
REGISTER OF WILLS - FILING FEE
NOTARY
CUMBERLAND LAW JOURNAL - ESTATE NOTICE
THE SENTINEL - ESTATE NOTICE
VITAL RECORDS - DEATH CERTIFICATE
ELAINE FEUCHTENBERGER - CORRECTED DEATH CERTIFICATES
30.00
15.00
75.00
158.62
9.00
48.00
TOTAL (Also enter on line 9, Recapitulation) $
10 220.46
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (6-98)
*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
OILER
FILE NUMBER
FRANKLIN
A.
21
07
0800
Include un reimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. SHELBY WINTER, TAX COLLECTOR - TAXES
VALUE AT DATE
OF DEATH
10.00
2. WSEMS - CHAMBERSBURG - AMBULANCE
210.13
3. QUEST DIAGNOSTICS - MEDICAL
22.39
4. WEST SHORE EMS - AMBULANCE
309.26
5. CARLISLE HMA PHYSICIAN MANAGEMENT - MEDICAL
25.39
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
577 .17
"".''''''''.'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
OILER
NUMBER
I.
SCHEDULE J
BENEFICIARIES
~~. . .". 11\1
A
FILE NUMBER
21 07
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Lineal
0800
AMOUNT OR SHARE
OF ESTATE
73,329.48
REMAINDER
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
1.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
LAUREL R. HANKINS
210 MOUNTAIN ROAD
NEWVILLE, PA 17241
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART n - 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)
la$t Bill am QJr$tamtnt
I, FRANKLIN A. OILER, of lower Mifflin Township,
Cumberland County, Pennsylvania, declare this instrument to be
my last will and testament, hereby expressly revoking all
wills and codicils heretofore made by me.
1. I direct my executrix to pay all of my debts, funeral
and administrative expenses, as soon as may be done conveniently
after my decease.
2. I authorize and empower my executrix to sell any realty
owned by me at my death and not specifically devised or
bequeathed herein, at either public or private sale, and to give
good and sufficient deeds therefor, in fee simple, as I could do
if living.
3. I give, devise and bequeath all of my estate, of
every nature and wherever situate to my daughter, laurel R.
Hankins, and if she is not living at the time of my death, to her
children share and share alike.
4. I nominate and appoint laurel R. Hankins to be the
executrix of this my last will and testament; she is to serve
as such without bond. Should she die before my death, renounce
or refuse to serve for any reason, or die leaving any of my
estate unadministered, I nominate and appoint Franklin Arthur
Oiler as substitute executor, also to serve as such without
bond, with the same powers as are given herein to my executrix.
5. I hereby suggest that my personal representative retain
the services of Irwin, Irwin & McKnight, as attorneys in the
settlement of my estate.
IN WITNESS WHEREOF,
I have hereunto set my hand and seal
this 7" day of December, 1990.
-y~~tA: 6l (2~(SEAL)
FRANKL N A. LE
Signed, sealed, published and declared by Franklin A.
Oiler, the above-named testator, as and for his last will and
testament, in the presence of us, who, at his request, in his
presence and in the presence of each other have subscribed our
names as witnesses hereto.
Jy,.~~~~ ~~
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ACKNOWLEDGEMENT AND AFFIDAVIT
We, FRANKLIN A. OILER, KATHLEEN M. KENNEY and SHARON L.
SCHWALM, the testator and witnesses, respectively, whose
names are signed to the foregoing instrument, being first duly
sworn, do hereby delcare to the undersigned authority that the
testator signed and executed the instrument as his Last Will and
that he had signed willingly, and that he executed it as his free
and voluntary act for the purpose therein expressed, and that
each of the witnesses, in the presence and hearing of the
testator,
signed the Will as a witness and that to the best of
their knowledge the testator was at that time eighteen years of
age or older, of sound mind and under no constraint or undue
influence.
-ELuU~L~ a~~
FRANKLIN A. IL R
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KATHLEEN . ENNE
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SHARON L: SCHWALM
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND
SS
Subscribed, sworn to and acknowledged before me by
FRANKLIN A. OILER, the testator, and subscribed and sworn to
before me by KATHLEEN M. KENNEY and SHARON L. SCHWALM,
witnesses, this 1. day of December, 1990.
/[/4
J. ~
i NOTARIAL SEAL
ROGER 8. IilWIN, NOT MY PUBLIC
ARlISLE BOROUGH. CUMBeRLAND COUNT
MV COMMISSION EXPIRES OCT. 3. 1092
Memtx,r. O.'\~::'...:.
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www.fmtrustonline.com
TRUST
Law Offices
Irwin & McKnight
West Pomfret Professional Building
60 West Pomfret Street
Carlisle PA 17013-3222
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SEP -1 2007
August 31, 2007
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RE:
Franklin Andrew Oiler
Mr. Irwin:
In reference to the above customer, our records show the enclosed information to be
accurate as of August 14, 2007.
If I may be of any further assistance, please contact me.
Sincerely,
~~
Karen E Davis
AVP, Deposit Operations
717-264-6116 888-264-6116 P.O. Box 6010 Chambersburg, PA 17201-6010
FINANCIAL SOLUTIONS... FROM PEOPLE YOU KNOW
Date of Death Valuations
Customer Name: Franklin A Oiler
Date of Death: 08/14/07
Acct Tvoe Account Number Open Date Close Date Balance Accrued Int Total Balance Account Owners
checkino 34-10366 05/04/200 1 08/29/2007 $ 3,549.49 $ 0.07 $ 3,549.56 Franklin Andrew Oiler, Individuallv
Monev Market 70-33664 09/29/2005 still open $ 7,783.28 $ 1.67 $ 7,784.95 Franklin Andrew Oiler, Individually
CD 015-2984377 10/20/2006 still ooen $ 31,112.96 $ 1 04.42 $ 31,217.38 Franklin Andrew Oiler, Individuallv
CD 015-2984378 1 0/20/2006 still ooon $ 30,732.99 $ 478.59 $ 31,211.58 Franklin Andrew Oiler, Individually
CD 015-2986125 06/19/2007 still open $ 10,000.00 $ 73.64 $ 10,073.64 Franklin Andrew Oiler, Individually
~ y~~,.$w.
1 5 Big Spring Avenue
NEWVILLE, PENNSYLVANIA 17241
717-776-3414
F. CHARLES EGGER, Supervisor
!
FRANK C. EGGER, Funeral Director
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September 6, 2007
Funeral Bill for Franklin A. Oiler
Date of Death August 14, 2007
Professional Services
8 Death Certificates $6.00 a piece
Burial Vault
Minister
Organist
Soloist
Cemetery Opening
Spencer 20 gauge casket
Sentinel Obituary
Patriot News Obituary
Total
Amount of Pre-arrangement
Amount Paid by Americo (College Life)
Amount honored by Egger Funeral Home
Remaining Balance
$3,525.00
$48.00
$935.00
$200.00
$50.00
$50.00
$500.00
$1,525.00
$97.65
$153.19
$7,083.84
$5,718.00
-0-
$5,718.00
$1,365.84
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