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Home My WebLink About04-06-09 ._ ~~ ~,~ ~,. •'', ~~ ~. ~ ~ ck ,.~ 5 r,: ~~ J ~ .~ '~ 'o` .~ ~, ~s F 4'Mi.R61 + ..? ~'~ 71t ss J ti ~r F /° .R ~. i. ._ LL W Wog: ~~~ ~~ 0 0 M CL .• ~1, ~ ~1. ~1. H_. 3 ~.~. ¢G ~, ~~~~r~ ~. •~ . i- ~ . _ ~- ~ - ` c, ___ ~~ ~_ ~, `', CY_ i J ~% ~) ~ C~ '; ~~~~~.r ~:~~z,; r~' c: c ~_ ~~ ~~ ~~'` ~;_i;!;i R Ui, i l,I ICJ(=111;1` 1\ ~i11C1R1 C F,~)! 11~F11%AIG Ili. Iu~l~ ~.I> G 11~ Cr,~ D ~~~!Ii t~, I);1 t I. ~!'ll\ \ ~1111I.C ~i I il.l ~,~i~\ f 11111'\L't~ hi+r~ I (i~ f;,l:~l: ii y~ \I ~I~~I~ ~~ i~l \f!~. ~I'J i ~ i \~~~!U1 Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Dear Register: \11[IJSS:1 PI[1:1. GI{I~.L\l R(iRI~K'f til. 1~ \IJ~I:R ',C~nI ll. nt\~LC\ [,LIZ 181_'11 11). S\U\l[li I~FI LV L. IiU\ \V'~f) I. ;1 1C l) I~ I~ I C I? S ,1.AI)RL1\ P. I)r.)I L\I:A\ Oi ~ ,SON OFCOUNSFL UFFIE llllli,ll , Ii1IIV5l) r Lrr.Snlhalv~~ i I ~u, ~-?nuo April 3, 2009 ~~ ~ _~' -- cn ~ ~' 'µ' `__ c~ ~ ~-:~ .,:~ RE: Estate of Elizabeth G. Thompson p~ ~ ' . ,~~ Date of Death: January 5, 2009 -r, - YourFile No.. 21-2009-0060 ~" o ` Our File No. 13781-1 Enclosed for filing please find the following documents for the above referenced decedent: 1. 2 Original PA Inheritance Tax Returns with tax due in the amount of $809.90. This payment also reflects the 3 month early prepayment of inheritance tax. Check No. 102 is attached to the Return 2. Inventory 3. One (1) copy of Page 1 of the Pa Inheritance tax return, which we ask that you time-stamp and return to us in the enclosed envelope. 4. Two (2) copies of the Inventory, which we ask that you time-stamp and return to us in the enclosed envelope. 5. Our check in the amount of $30.00 attached to this correspondence, representing the filing fee for the Inheritance Tax Return and Inventory. Should you have any questions, please do not hesitate to contact our office. Thank you for you Very truly yours, Enc. c: Paul N. Garrett, Executor :362429 H SON, D FIE, STEWART &WEIDNER 1 Estate Administration Paralegal VIII '1I;1R(~[T STRI:f~:~f P.O. l3O\ lU9 LE.1[011~1:, PE~~\51~1.1A~1:1 1i~1-1~-Q10~) 1C'~1~11 IDS11~.C0\I ~ 1 i i(i1.~4~-}(I I~a\ 71- 7(i1.3U1~ 11.x11.@JDS1t'.('O~1 JOHNSON, DUFFIE, STEWART & WEIDNER, P.C. 15056D712D REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box.2sosof 21 0 9 0 0 6 0 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 207 07 7452 O1 05 2009 05 29 1912 Decedent's Last Name Suffix Decedent's First Name MI THOMPSON ELIZABETH G (If Applicable) Enter Surviving Spouse's Info rmation 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) 4. Limited Estate ~ 4a. Future Interest Compromise ~ 5. Federal Estate Tax Return Required (date of death after 12-12-82) g Decedent Died Testate ~ (Attach Copy of Will) ~ Decedent Maintained a Living Trust 0 B. Total Number of Safe Deposit Boxes (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 i-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 RALPH H. WRIGHT 717 761 4540 Firm Name (If Applicable) JOHNSON, DUFFIE First line of address 301 MARKET STREET Second line of address P.O. BOX City or Post Office State ZIP Code '~ _. t~ ; :-z~ T~ ,~ro i ...-; LEMOYNE PA 17043 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 personal representative is based on all information of which preparer has any knowledge. Paul N. Garrett 40 North 19th Street, Camp Hill, PA 17011 Ralph H. WRIGHT 301 Market Street, Lemoyne, PA 17043 L/D Side 1 1505607120 1505607120 1505607220 REV-1500 EX Decedent's Social Security Number ~ecedent~sName: Elizabeth G. Thompson 2 0 7 0 7 7 4 52 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. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............. ... 5. 6 , 5 5 9 . 6 8 6. Jointly Owned Property (Schedule F) ~i, 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. 6 , 5 5 9 . 6 8 9. Funeral Expenses & Administrative Costs (Schedule H) ..................................... .... 9. 6 4 3 . 1 0 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................ .... 10. 2 3 3 . 0 2 11. Total Deductions (total Lines 9 & 10) ................................................................ ......11. 8 7 6 . 1 2 12. Net Value of Estate (Line 8 minus Line 11) ........................................................ .....12. 5 , 6 8 3 . 5 6 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. 5 , 6 8 3 5 6 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 .o0 0 0 0 15. 0. 0 0 16. Amount of Line 14 taxable at lineal rate X .045 0. 0 0 16• 0. 0 0 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17~ 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 5, 6 8 3. 5 6 18. 8 5 2 5 3 19. Tax Due .............................................................................................................. .....19. 8 5 2. 5 3 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ Side 2 150560722.0 1505607220 REV-1500•EX Page 3 6ecedent's Complete Address: File Number 21-09-0060 DECEDENT'S NAME Elizabeth G. Thompson STREET ADDRESS ManorCare 1700 Market Street CITY STATE 'ZIP PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 42.63 (1) 852.53 Total Credits (A + B + C) (2) 42.63 3. InteresUPenalty if applicable --------- p. Interest E. Penalty Total InteresUPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2 Line 20 to request arefund - 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 809.90 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) $ 0 9 , 9 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 :.................................................................................L] [x b. retain the right to designate who shall use the property transferred or its income :.................................... ~~ ~ x] c. retain a reversionary interest; or ...............................................................................................................~ ~~ d. receive the promise for life of either payments, benefits or care? .............................................................~~ Ox 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? ...................................................................................................................:`', `x', 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 exemat 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)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. 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 Thompson, Elizabeth G. 21-09-0060 Include the proceeds of litigation and the dale the proceeds were received by the estate. All property jointly-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+(12-88) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Thompson, Elizabeth G. 21-09-0060 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: B. 1 ADMINISTRATIVE COSTS: 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 Johnson, Duffie 300.00 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 83.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 260.10 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 643.10 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Thompson, Elizabeth G. 21-09-0060 ITEM NUMBER DESCRIPTION AMOUNT Other Administrative Costs 1 Cumberland County Register of Wills Office -Filing Fees for Inheritance Tax and 30.00 Inventory 2 The Cumberland Law Journal -Notice of Estate Administration 75.00 3 The Patriot News -Notice of Estate Administration 155.10 H-67 Subtotal 260.10 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1572 EX+i6-98) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Thompson, Elizabeth G. 21-09-0060 Include unreimbursed medical expenses. (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-1573 EXr (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER ~ ~wn~Nsvn, utcaUein u. 21-09-0 060 NUMBER NAME AND ADDRESS OF RELATIONSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE PERSON(S) RECEIVING PROPERTY (Words) ($$$) Do Not List Trustee s I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] Paul N Garrett Nephew 40 North 19th Street Camp Hill, PA 17011 Total Enter dollar amounts for distributions shown above on lines 1 5 through 18, as approp riate, on Rev 1500 cov er sheet III 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 SHEE O 00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) ESTATE OF ELIZABETH G. THOMPSON SCHEDULE OF EXHIBITS EXHIBITA Last Will & Testament for Elizabeth G. Thompson signed and dated September 17`h, 2004. EXHIBIT B Date of Death Valuation for Wachovia Account 361408 `~.~c~t ~iYY acre ~e~t~cn~e~t of ELIZABETH G. THOMPSON I, ELIZABETH G. THOMPSON, of the City of Harrisburg, Dauphin County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and ali Wills or Codicils at any time heretofore made by me. ARTICLE I DEBTS I direct the payment of all my legal debts, and the expenses of my last illness and funeral from my Estate as soon after my death as conveniently may be done. ARTICLE II SPECIFIC BEQUESTS OF TANGIBLE PERSONAL PROPERTY I give and bequeath the marble top table which belonged to my mother to CHAD ALLEN ROHRBAUGH, of Emmaus, Pennsylvania, provided he survives me. i give and bequeath certain items of tangible personal property to those individuals who survive me as are designated on an undated list or memorandum signed by me which I shall place with my Will and which refers to this Will or is found with a copy thereof; provided that no such list or memorandum shall be valid unless it is received by my Personal Representative within sixty (60) days of my Personal Representative's qualification. ARTICLE III BEQUEST OF REMAINDER OF TANGIBLE PERSONAL PROPERTY I give and bequeath the remainder of my tangible personal property, including my motor vehicle(s), household and personal effects and other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon, unto my nephew, PAUL N. GARRETT, provided he survives me by thirty (30) days. ARTICLE IV TANGIBLE PERSONAL PROPERTY ALTERNATIVE DISPOSITION If my nephew, PAUL N. GARRETT, is not living on the thirty (31St) day following my death, I give and bequeath remainder of my tangible personal property, including my motor vehicle(s), household and personal effects and other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon, unto ANNEMARIE C. GARRETT. ARTICLE V REST, RESIDUE AND REMAINDER I give, devise and bequeath all the rest, residue, and remainder of my Estate, of whatsoever nature and wheresoever situate unto my nephew, PAUL N. GARRETT, provided he survives me by thirty (30) days. 2 ARTICLE VI REST, RESIDUE AND REMAINDER -ALTERNATE DISPOSITION If my nephew, PAUL N. GARRETT, is not living on the thirty first (31St) day following my death, I give and bequeath the rest, residue and remainder of my estate of whatsoever nature and wheresoever situate to ANNEMARIE C. GARRETT. ARTICLE VII UNIFORM TRANSFERS TO MINORS ACT In the event that any beneficiary of my Will shall not have reached the age of twenty-one (21) years at the time for distribution of his or her share, distribution of said share may be made in the discretion of my Personal Representative after considering the age and needs of the beneficiary, either directly to the beneficiary or to a Custodian under the Pennsylvania Uniform Transfers to Minors Act, 20 Pa. C.S.A § 5301 et seq., or the applicable Uniform Gifts to Minors Act or Uniform Transfers to Minors Act in the state of residence of such beneficiary as the case may be. My Personal Representative may designate as such Custodian any institution or person, including my Personal Representative, qualified to act as a Custodian for such beneficiary under such Act in ,effect at the time such distribution is made. A receipt for any payment or distribution so made shall be a full discharge therefor to my Personal Representative, who shall not be responsible to see to, or be liable for, the application of such proceeds thereafter. ARTICLE VIII TAXES I direct that all taxes that may be assessed in consequence of my death, of whatever nature or by whatever jurisdiction imposed, shall be paid out of my residuary estate as a part of the expense of the administration of my estate. 3 ARTICLE IX APPOINTMENT OF PERSONAL REPRESENTATIVE I name, constitute and appoint my nephew, PAUL N. GARRETT, Executor of this my Last Will and Testament. Should my nephew, PAUL N. GARRETT, fail to qualify or cease to so act, I name, constitute and appoint ANNEMARIE C. GARRETT alternate Executrix to complete the administration of my Estate. I direct that no fiduciary appointed herein shall be~required to post bond for the faithful administration of the duties required in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this 17r~ day of .,5~'~rFrta~•c , 2004. ~~~ ~~ ~ (SEAL) LIZABE~H G. THOMP ON 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, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses. D.c~~ 4 AFFIDAVIT AND ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS We, ELIZABETH G. THOMPSON, DaN.~ L , -~/iFSN,4 ~. , and R~~p~ t!, }~/R~ ~yX ~~s ,the Testatrix 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 Testatrix signed and executed the instrument as her Last Will and that she had signed willingly and that she 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 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. ~, G" ELIZABETH G. THOM ON Witness fitness Subscribed, sworn to and acknowledged before me by ELIZABETH G. THOMPSON, Testatrix, and subscribed and sworn to before me by ~,~,~ . '''''tc.~ '~,~'9.,~ ~.,~ ,~..a_,_,r` and `; ~~ _`~ ~ \,.'k :~h_x `~: `~.*~, , witnesses, this ~~1''~~~ day of '~s~~_};~'~,~.,~ ~.~,x.;"... , 2004. ~`J ,'J :235502 ~_._~, ' .~ Notary Public `~ ~ --;voTARi~~ sE,~L t31,4PlNE LENIG, P~Qtary Public Lemoyne Borough C~mberlantl Go. 5 ~ Poly Commission Expires flee. 21, 2G~Q5 res-ncwecmfax2-19 2/12/2009 9:50:37 AM PAGE 1/001 Fax Server WA~H[l~It~ Wachovia Bank N.A. Balance Confirmation Services P O Box 40028 Roanoke, VA 24022-7313 February 12, 2009 JOHNSON DUFFIE STEWART & WEIDNER ATTN: DANA L WIESEMAN 301 MARKET STREET P O BOX 109 LEMOYNE, PA 17043-0109 Rcfaenoe ID: 2679521 SUBJECT: Verification /Confirmation of Aocollnt and Balance Information provided for: Customer: ELIZABETH G THOMPSON (SSN# I-'I~X-XX-7452) Date of Death: January 5, 2009 De»osit Account Information A~~ Aocorurt Date of Death Average Date Maturity Irrterest Acorrred YTD Dale 'T'ype Nrmrba Balance Balanoe* Opened Date Rate Irderest Irdcreat Paid Closed CHECKING X7834 56,039.92 12/5/1985 50.08 50.00 1/28/2009 LEGAL TITLE: ELIZABETH G THOMPSON PAUL N GARRE'IT POA * Date of death balance does not include accrued interest * ff date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were made during that time period. Audrey Troutt Servicenter Associate Phone: (540)563-7323 brr~ at