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Home My WebLink About07-28-08 (2)___J 15056041147 REV~1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue county Cooe Year File Numoer Bureau of Individual Taxes INHERITANCE TAX RETURN Po sox.28oso1 2 1 0 8 0 3 9 1 Harrisburg, PA 17128-0601 " ' RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 188 12 4889 O1 30 2008 10 27 1925 Decedent's Last Name Suffix Decedent's First Name MI FINKENBINDER MARLIN G (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 OPALS BELOW ~~ 1. Original Return ~ Z. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) ~; 4, Limited Estate ~ 4a. Future Interest Compromise ~ 5. Federal Estate Tax Retum Required (date of death after 12-12-82) g Decedent Died Testate I 7 Decedent Ma+ntained a Living Trust ' B. Total Number of Safe Deposit Boxes (Attach Ccpy of Will) LJ (Attach Copy of Trust} 9. Litigation Proceeds Received i~ 10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A) between 12-31- 1 and 1-1-95) ~ (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO_ Name Daytime Telephone Number PATRICIA R. BROWN ESO. ~ 717 24<9, 6333~.~-~ Firm Name (If Applicable) SALZMANN HUGHES PC First line of address 354 ALEXANDER SPRING ROAD, Second line of address City or Post Office State ZIP Code CARLISLE PA 17015 -. ~ ~ -- I ~ REGISTER'OF~RIICL& US~~NLY . i -- _- PJ ~ ~~-~ -~ ~ a- ~• N ' DATE FILED j -; -_; =~ ,-_,~ Correspondent's a-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 persona{ representatroe is based on all intormation of which preparer has any knowledge. __``\~`~ L~^! \crcQ wrvrva~occ rvn nurvc~ roc i unrv DATE I ' W~`l"~ Wendy Blacksmith o'T "~3"1~~3 ADDRESS 1518 Hemlock Avenue, Carlisle, PA 17013 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ` ~ ` ~ ~jz„-.,~,r,) Patricia R. Brown Esq. - ~_ ~ ~_ ~ v Jc~ ADDRESS 354 Alexander Spring Road, Suite 1, Carlisle, PA 17015 Side 1 15056041147 15056041147 15056042148 REV-1500 EX oecedenc~sName: Marlin G. ~inkenbinder Decedent's Social Security Number ~18 8 12 4 8 8 9 RECAPITULATION 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. 4,334.13 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .............. .. 5. 6. Jointly Qwned Property (Schedule F) ^ Separate Billing Requested ........... .. 6. 7 on-Probate Property ansfers & Miscellaneous N nter-Vivos T . ) I ~ Separate Billing Requested ........... Schedule G .. 7. g 4 , 3 3 4.13 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) ..................................................................... . 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 ~ 0 ' 0 0 15. (a)(1.2) X .00 16. Amount of Line 14 taxable 2 , 7 4 1 . 2 4 16. at lineal rate X .045 17. Amount of Line 14 taxable 0 . 0 0 17. at sibling rate X .12 18. Amount of Line 14 taxable 0 0 0 18. at collateral rate X .15 19. Tax Due .................................................................................................................... . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 1,592.89 1,592.89 2,741.24 2,741.24 0.00 123.36 0.00 0.00 123.36 Side 2 15D56O42148 15U561742148 _ ____ REV-1500 EX Page 3 Decedent's Complete Address: Fite Number 21-08-0391 DECEDENT'S NAME Marlin G. Finkenbinder STREET ADDRESS 1518 Hemlock Avenue CITY STATE ZIP Carlisle ~ PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments q. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresbPenalty if applicable p. Interest E. Penalty Total Credits (A + B + C) Total Interest/Penalty {D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 2D to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF W/LLS, AGENT (1) 123.36 (2) 0.00 (3) (4) (5) 123.36 (5A) (5B> 123.36 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 :.................................................................................. ^ b. retain the right to designate who shall use the property transferred or its income :.................................... ^ ^xj c. retain a reversionary interest; or .................................................................................................................. ^ 0 d. receive the promise for life of either payments, benefits or care? .............................................................. ^ 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................................... ^ II~~ 11 u 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... ^ Ox 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................................................................................... ^ 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 statute does 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. §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) j72 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)J. 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. 0.00 Rev-1508 EX+ (6.98) SCHEDULE E CASH, BANK DEPOSITS, ~ MISC, PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Finkenbinder, Martin G. 21-08-0391 Include the proceeds of litigation and the date the proceeds were received by the estate. All properly jointty•owned with the right of survivorship must be disclosed on schedule F. (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 ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ID T D T ADMINISTRATIVE COSTS EN RES EN DECE ESTATE OF FILE NUMBER Finkenbinder, Marlin G. 21-08-0391 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A, FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees SALZMANN HUGHES PC 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 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1,013.89 500.00 64.00 15.00 TOTAL (Also enter on line 9, Recapitulation) I 1,592.89 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1502 EX+ (fi.9g) SCHEDULE H-A FUNERAL EXPENSES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Finkenbinder, Marlin G. 21-08-0391 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) REV-1513 EX~ (9.00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF I FILE NUMBER Finkenbinder, Marlin G. 21-08-0391 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY D o us ~ ~ s e (Words) ($$$) Do N f Tr u i (S) 1~ TAXABLE DISTRIBUTIONS [include outright spousal di ib ti d f ons, an trans str u ers under Sec. 9116(a)(1.2)] Wendy Blacksmith Daughter 1,370.62 1518 Hemlock Avenue Carlisle, PA 17013 Robert Finkenbinder Son 1,370.62 649 Grahams Woods Road Carlisle, PA 17015 Total 2,741.24 Enter dollar amounts for distributions shown above on lines 1 5 through 18, as appropri ate, on Rev 1500 cove r sheet ~I~ 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 II -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) LAST WILL AND TESTAMENT OF MARLIN GLENN FINKENBINI)ER I, MARLIN GLENN FINKENBINDER of: Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as arld for my Last Will and Testament, revoking all other wills and codicils heretofore made by me. FIRST I direct the payment of my debts and the expenses of my last illness-and funeral from my estate as soon after my death as conveniently may be done. SECOND I give, devise and bequeath all of my estate of whatever nature or wherever situate to my children, per stirpes. THIRD _ I direct that no trustee, personal representative, guardian or other fiduciary named, nominated, or appointed by this my Last Will and Testament shall be required to post any bond or give any security of any type for my purpose whatsoever, any law or rule of court notwithstanding. Original retained by: SALZMANN HUGHES, PC 00451 FOURTH Any and all payment or payments of any sum or sums, whether in cash or in kind and whether for principal or income, payable hereunder shall be made upon the sole receipt of the respective individual to whom the payment is made, and free from anticipation, alienation, assignment, attachment, and pledge, and free from control by the creditors of any such beneficiary. FIFTH I appoint my daughter Wendy M. Blacksmith and my son Robert G. Finkenbinder, both of Cumberland County, Pennsylvania Co-Executors of this my Last Wi11 and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and peal to this, my Last Will and Testament, consisting of two (2) typewritten pages, the first of which bear my sijfgnature in the margin for the purpose. of identification, this /' day of April, 2000. `` ~ r Q ~ ~ 'l~'~~~~~ ~~<ei ~~~ ,4~L'. (seal) MARLIN GLENN ;cINKENBINDER Signed, sealed, published and declared by the above named testator, MARLIN GLENN FINKEi1BINDER, as and for his Last Will ar.d Testament, in the presence of us, who, at his request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. F JJY~~d1~/y~,~' ADDRESS - `7 '~ /' ~- i J -~ Y7~ ~ ADDRESS ; ,~ . ~~ COMMONWEALTH OF PENNSYLVANIA . SS. COUNTY OF CUMBERLAND . We, MARLIN GLENN FINKENBINDER, and the testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument of his Last Will and Testament, and that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the Will as witnesses, and that to the best of their knowledge, the testator was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. Sworn to and subscribed before me this ~ day o ty~iril, 2000. a - =~~ `_ NOTARIAL SEAL STEVEN J. FISHMAN, Notary Public Carlisle Boro, Cumberland County ~. Com ~Id _ _ w 1 2 3 M&T' Bank X399 Michell Road. Millsboro. DE 19966 N[aiI Code DE-MB-12 Phone (888) X02-33x9 Fay (302} 93d-29» July 1-3.2008 Salzmann Hughes PC Attorneys At Law 354 Alexander Spring Road, Suite 1 Carlisle, Pennsylvania 1701 Re: Estate of:~ Marlin G Finkenbinder Social Security: 188-12-4889 Date of Death: January 3D, 2DD8 Dear Sir or Madam: Per your inquiry received July l~, 2008, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type ofAccozrnt Checking Account Aeeoz~nt Number 814660 Ownership (Names of) Marlin G Finkenbinder Dpening Date 08/01/76 Closed 0-l/03i0b' Balance on Date of Death ,4,333.99 Accrued Interest $ 0.1-1 Total ~=~ 33=1.13 2. Tvpe of Account Accoarnt Naimber Ownership (Names o,~ Opening Date Balance on Date of Death Savings Account OLi004198188988 Martin G Finkenbinder * 08/30101 Closed O~J/2=J/07 ~' 0.00 * * Closed prior to the date of death Tvpe of:4ceounr ~lccotrnt Number (hvnership (Names o~ Opening Date Balance on Date of Decrth IR~1 0300=111011227 Marlin G Finkenbinder Kathryn 1 Finkenbinder, Beneficiary 10102106 Closed O1i10/0? $ 0.00 * * Closed prior to the date of death Please be advised, there was no safe deposit box found for the above decedent. ** Please contact the Stonehedge Branch for all additional information on accounts closed prior to the date of death. * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or 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, etc., please contact our Stonehedge Branch at 960 Walnut Bottom Road, Carlisle, PA 17013, or # 717- 240-4524. Sincerely, Nancy Clagett Records Management