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Home My WebLink About01-07-09 (2) 1505607121 REV-1500 EX 06 05 ( - ) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes PO BOX 280601 INHERITANCE TAX RETURN County Code Year File Number Hamsburg, PA 17128-0601 RESIDENT DECEDENT 2 1 0 8 0 5 3 0 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 1 8 3 1 2 4 4 5 1 0 4 1 7 2 0 0 8 0 1 2 5 1 9 2 0 Decedent's Last Name Suffix Decedent's First Name MI E N C K A N N A B E L E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ prior to 12-13-82) 5. Federal Estate Tax Return Required ^X D 6 d death after 12-12-82) . ece ent Died Testate ~ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 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. O) CORR ESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 7 1 7 6 9 7 4 6 5 0 Firm Name (If Applicable) M U R R E L R W A L T E R S I I I First line of address Second line of address 5 4 E A S T M A I N S T R E E T City or Post Office State M E C H A N I C S B U R G P A Correspondent's a-mail address ZIP Code tiv REGISTERILLS US ILY ~' ~" `_-~ ~~~ ~ t_ . -; - .~ ~ .V,~ ~ __, v r ~~ - L`'"' ATE FILED CJi . 1 7 0 5 5 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 represen 'based on all information of hic preparer has any knowledge. ~GNATURE OF PERSON RESP NSIBLE FOR FILING RETURN DATE ADDRESS + ~~ ~~ ~~/ BARBARA J• KERSTE,~ER AND JOHN I• E CK, JR- SIGNATURE F P EP E OTHE HAN REPRESENTATIVE DATE ADDRESS MURK - WALTER III, 54 E MAIN ST MECHANICSBURG PA 17055 PLEASE USE ORIGINAL FORM ONLY Side 1 1505607121 1505607121 1,505607227, REV-1500 EX Decedent's Social Security Number decedent's Name: A N N A B E L E• E N C K 1 8 3 L 2 4 4 5 1 RECAPITULATION 1. Real estate (Schedule A) ..................................... 1. ... 1 2 9 8 9 0, 0 0 2. Stocks and Bonds (Schedule B) ............................... 2. ... 2 7 8 8 3, 2 7 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. ], 1, 0 4 4 7 ~ , 8 7 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ..... .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ..... .. 7. 8. Total Gross Assets (total Lines 1-7) ......................... .. 8. 1 2 6 2 2 4 4. 1, 4 9. Funeral Expenses & Administrative Costs (Schedule H) .......... ...... 9. 3 B 8 4 2 . B 0 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ...... ...... 10. 9 4 5 7 , 1 3 11. Total Deductions (total Lines 9 & 10) ..................... ...... 11. 4 3 2 9 9 , 1 3 12. Net Value of Estate (Line 8 minus Line 11) ................... ...... 12. 1, 2 J, 8 9 4 5 , ^ 1, 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. 1 2 ], 8 9 4 5 , ~ 1, 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 0 0 15. 16. Amount of Line 14 taxable at lineal rate X .0 _ 0 0 0 16. 17. Amount of Line 14 taxable at sibling rate X .12 0 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 ], 2 1 8 9 4 5 0 1, 1a 19. Tax Due .... ............................ .. ..... ..19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT o. o a 0. 0 0 a. 0 0 1, 8 2 8 4 1. 7 5 1, 8 2 8 4 ], . 7 5 Side 2 1,50560722], ],505607221 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 08 0530 DECEDENT'S NAME ANNABEL E. ENCK STREETADDRESS 954 W. TRINDLE ROAD SILVER SPRING TOWNSHIP CITY STATE zlp MECHANICSBURG PA 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments __ _ 140,000.00 C. Discount 7,000.00 3. Interest/Penalty if applicable D. Interest E. Penalty (3) (1) 182 841.75 Total Credits (A + B + C) (2) 147,000.00 Total Interest/Penalty (D + E ) 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. 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. .00 (4) 0.00 (5) 35,841.75 (5A) (5B) 35,841.75 Make Check Payable fo: 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 : ....................................................... ^ Q ......... b. retain the right to designate who shall use the property transferred or its income; ......................... ...... ...... ^ X^ c. retain a reversionary interest; or ............................................................................... . ^ ^Q ... ....... 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? .................................................................................. ..... ^ Q 3. Did decedent own an "intrust 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? ............................................................................................. ..... ^ 0 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) [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)]. Asibling 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-1502 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE is I a I t ur FILE NUMBER ANNABEL E. ENCK 21 08 0530 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real roe which is 'ointl -owned with ri ht of survivorshi must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 954 W. TRINDLE ROAD 129,890.00 MECHANICSBURG, PA 17055 NET SALE PRICE TOTAL (Also enter on line 1 Recapitulation) ~ $ 129 890 (If more space is needed, insert additional sheets of the same size) REV-1503 EX + (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ANNABEL E. ENCK 21 08 0530 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. US SAVINGS BONDS 27,883 27 NET VALUE RECEIVED TOTAL (Also enter on line 2 Recapitulation) I $ 27 g83 27 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF FILE NUMBER ANNABEL E. ENCK 21 08 0530 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. M&T BANK 2,080.67 CHECKING 2. M&T BANK CERTIFICATE OF DEPOSIT 25,095.32 3. SENTINEL INVESTMENTS 4,189.035 SHARES @ $32.38 PER SHARE 135,640.95 4. T. ROWE PRICE NEW INCOME FUND ACCOUNT -1,710.02 SHARES @ $9.05 PER SHARE 15,427.51 5. EDWARD JONES INVESTMENT ACCOUNT 542,479.12 6. PNC INVESTMENTS 3,406.198 SHARES BLACKROCK TOTAL RETURN II INV A @ 9.37 PER SHARE 31,916.08 7. THE HARTFORD LIFE ANNUITY -ALL TEN BENEFICIARIES EQUALLY 134,505.20 8. 1999 PONTIAC GRAND PRIX NET SALE PRICE 4,100.00 9. HOUSEHOLD CONTENTS NET AUCTION SALE PRICE 5,838.00 10. PNC BANK CERTIFICATE OF DEPOSIT 36,881.79 11. PNC BANK CHECKING 4,904.70 12. PATRIOT NEWS NEWSPAPER SUBSCRIPTION REFUND 45.00 13. CITIZENS BANK CERTIFICATE OF DEPOSIT 65,500.00 14. CASH 295.00 15. US TREASURY STIMULUS CHECK 600.00 16. HIGHMARK INSURANCE REFUND 43.08 TOTAL (Also enter on line 5, Recapitulation) ~ $ (If more space is needed, insert additional sheets of the same size) 1,104.470.87 Continuation of REV-1500 Inheritance Tax Return Resident Decedent ANNABELE.ENCK 21 08 0530 Decedent's Name Page 3 File Number Schedule E -Cash, Bank Deposits, & Misc. Personal Property ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 17. CITIZENS BANK 2,300.24 IRA 18. CITIZENS BANK 22,225.74 IRA 19. CITIZENS BANK 8,326.95 IRA 20. CITIZENS BANK 65,771.13 IRA 21. CITIZENS BANK 486.73 IRA 22. VERIZON 7.66 REFUND SUBTOTAL SCHEDULE E 99,118.45 GRAND TOTAL SCHEDULE E $ 1,104,470.87 REV-1511 EX + (10-06) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES sc INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER ANNABEL E. ENCK 21 08 0530 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. MYERS FUNERAL HOME -PREPAID 2. DR. STEPHEN MELTON 100.00 3. FAMILY MEAL -SILVER SPRING PRESBYTERIAN CHURCH 60.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) BARBARA J. KERSTETTER 10,000.00 Street Address 22 HECKMAN ROAD City NEWVILLE State PA Zip 17241 Year(s) Commission Paid: 2009 2, AttomeyFees MURREL R. WALTERS, III 21,875.00 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 REGISTER OF WILLS -CUMBERLAND COUNTY 1,007.00 5 Accountant's Fees GREENAWALT & COMPANY 800.00 6. Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ 33 842.00 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent ANNABEL E. ENCK 21 08 0530 Decedent's Name Page 4 File Number Schedule H -Funeral Expenses 8~ Administrative Costs - B1 ~ ITEM NUMBER DESCRIPTION AMOUNT B. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) JOHN I. ENCK, JR. (RENOUNCED) Street Address 1759 INDIANTREE DRIVE City WARRIOR'S MARK State PA Zip 16877 Year(s) Commission Paid: SUBTOTAL SCHEDULE H-B1 REV-1512 EX + (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER ANNABEL E. ENCK 21 08 0530 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medi cal expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. SHIPLEY 44.44 FUEL OIL 2. NATIONWIDE 438.50 HOMEOWNER'S INSURANCE 3. PAUL DALBY DPM , 47.84 MEDICAL 4. WEST SHORE EMS 839.56 AMBULANCE 5. CARLISLE PHYSICIAN MANAGEMENT 42.70 MEDICAL 6. SPECIAL EVENT EMS 135.60 MEDICAL 7. WAYNE MARTENS 497.00 LAWN CARE 8. ADAM GUTSHALL 120.00 LAWN CARE 9. PPL 152.88 ELECTRIC 10. UNITED WATER 89 07 11. VERIZON 120.42 PHONE 12. ASSOCIATED PRODUCTS SEPTIC SYSTEM SERVICE 424.73 13. 2008 FEDERAL INCOME TAX -ESTIMATED 4,000.00 14. 2008 PENNSYLVANIA INCOME TAX -ESTIMATED 800.00 15. ANDREW KAVULICH AUTOMOBILE BATTERY 81.00 TOTAL (Also enter on line 10, Recapitulation) I $ 945713 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent ANNABEL E. ENCK Decedent's Na 21 me Page 8 08 0530 File Number Schedule I -Debts of Decedent, Mortgage Liabilities, & Liens ITEM NUMBER DESCRIPTION AMOUNT 16. SUNSHINE - NEWVILLE CHURCH OF BRETHREN MEAL @ AUCTION 30.00 17. PENN WASTE TRASH SERVICE 90.00 18. DEBRA BASEHORE WIEST REAL ESTATE TAX 1,229.47 19. AT&T TELEPHONE 23.92 20. SUBURBAN PROPANE FUEL OIL 250.00 SUBTOTAL SCHEDULE I 1,623.39 GRAND TOTAL SCHEDULE I $ 9,457.13 REV-1513 EX + (g_00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ANNABEL E. ENCK FILE NUMBER 21 08 0530 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF TAXABLE DISTRIBUTIONS [i l d tri h ESTATE I nc u e ou g t spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. BARBARA J. KERSTETTER Collateral 22 HECKMAN ROAD 121,894.51 NEWVILLE, PA 17241 2. JOHN I. ENCK, JR. Collateral 1759 INDIAN TREE DRIVE 121,894.50 WARRIOR'S MARK, PA 16877 3. TWILLA M. SCHAUB Collateral 716 WOODFIELD DRIVE 121,894.50 LITITZ, PA 17543 4. BARRY L. ENCK Collateral 121 894 50 5906 WEST 124TH STREET , . OVERLAND PARK, KS 66209 5. TAMEA A. BOONE Collateral 11351 OCCOQUAN OAKS LANE 121,894.50 WOODBRIOGE, VA 22192 6. CONNIE B. KAVULICH Collateral 1702 DOUGLAS DRIVE 121,894.50 CARLISLE, PA 17013 7. JODY W. ENCK Collateral 121 89 12 KNOLL TREE ROAD , 4.50 ITHACA, NY 14850 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. 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $ (It more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent ANNABEL E. ENCK 21 08 0530 Decedent's Name Page 9 File Number Schedule J -Beneficiaries - 1 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS (include outright spousal distributions) 8. CINDY J. CORBIN 38 MAYBERRY LANE MECHANICSBURG, PA 17050 9. SANDRA L. ROTH 1201 DEERFIELD DRIVE STATE COLLEGE, PA 16893 10. MARK A. NAUGLE 1464 HOLLY PIKE CARLISLE, PA 17013 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Collateral Collateral Collateral AMOUNT OR SHARE OF ESTATE 121,894.50 121,894.50 121,894.50