HomeMy WebLinkAbout09-04-09
1' ~ r~-!
1505607121
REV-1500 EX (06.05)
PA Deparbnerdo/Revenue OFFICL4L USE ONLY
BureeudlrxlNldud Texas County Code veer File Number
INHERITANCE TAX RETURN
Poeox2BOeof
Herdsbum, PA 17128-0801 RESIDENT DECEDENT 2 1 0 9 0 7 3 0
ENTER DECEDENT INFORMATION BELOW
Sodal Secudty Number Date of Death Date of Birth
2 0 5 2 2 4 1 8 1 0 6 0 2 2 0 0 9 0 3 1 3 1 9 2 0
Decedents Last Name Sui6x Decedents First Name MI
B R E T Z A L E A N V
(H Applicable) Enter Surviving Spouse's IrMormation Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's SoGal Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
^X 1. Odginal Retum ~ 2. Supplemental Retum ~ 3. Remainder Retum (date of death
pdor to 12-13-82)
4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required
death after 12-12-82)
® 8. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litlgatlon Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Electlon to tax under Sec. 9113(A)
between 12-31-81 and 1-t-95) (Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCEAND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytlme Telephone Number
S E T H T M O S E B E Y 7 1 7 2 4 3 3 3 4 1
Firm Name (If Applicable)
REGISTER OF WILLS USE ONLY
M A R T S O N L A W O F F I C E S
First line of address
1 0 E A S T H I G H S T R E E T o
Second line of address .o
~ ~:,:a
~; ;:--!
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"
~ r
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ih
City w Post Office State ZIP Code -. O r
C7
C A R L I S L E P A 1 7 0 1 3 ~~' ~ ~~`:?
Q ,- ..s_,,
Correspondents a-mail address: S M O S E B E Y a M A R T S O N L A W. C O M .-.. ....:~~-,
firs We, correct anE CO ~ ---- ~-,...•--------..__._._.._..._ _.._._.
mpbte. CedereBon o/peperar o81er then 8re personal represerltdh~e k based on dlln/amafbn o/whktll
OF PERSON RESPONSIBLL~ FILING RETURN DATE
335 STARNERS STATION ROAD GARDNERS PA 17324
SIGNATI~RE OF PREPARER OTHER THAN REPRESENTATIVE GATE
______ v
10 EAST HIGH STREET CARLISLE PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 7
L 1505607121 1505607121
~~~ "4
~~
.~
1505607221
REV-1500 EX
Decedent's Social Security Number
Decedent's Neme: ALEAN V• BRETZ 2 0 5 2 2 4 1 8 1
RECAPITULATION
1. Real estate (Schedule A) ........................................ 1
2. Stocks and Bonds (Schedule B) ................................ .. 2.
3. Closely Held Corporstlan, Partnership a Sde-Proprietorship (Schedule C) ... .. 3.
4. Mortgages & Notes Receivable (Schedule D) ...................... .. 4.
5. Cash, Bank Deposiffi 8 Miscellaneous Personal Property (Schedule E) ..... .. 5. 6 3 7 5 . 3 7
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ..... .. 8•
7. Inter-Vivos Transfers 8 Miscellaneous N -Probate Properly
(Schedule G) ~ Separate Billing Requested ..... .. 7.
8. Total Gross Assets (total Linea t-7) ......................... .. 8. 6 3 7 5 • 3 7
9. Funeral Ex enses & Administratlve Cosffi Schedule H
P ( ) .............. 9.
.. 6 3 1 3 . 9 7
10. Debts of Decedent, Mortflage Llabilitles, & Liens (Schedule I) .......... , . 10. 1 1 3 8 8 , 0 3
tt. total Deductions (total Lines 9 & t0) ......................... .. tt. 1 7 7 0 2 . 0 0
12. Net Value of Estate (Line 8 minus Line t t) ....................... .. 12. - 1 1 3 2 6 • 6 3
13. Chadffible and GovemmenffiI Bequeats/Sec 9113 Truaffi for which
an electlon to fax has not been made (Schedule J) ................ .. 13.
14. Net Value Subject to Tax (Litre 12 minus Line 13) ................ .. 14. - 1 1 3 2 6 , 6 3
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
75. Amount of Une 14 taxable
at the spousal fez rate, or
tranaffirs under Sec. 9118
(a>(t.z>x.o _ 0. 0 0 ts. 0. 0 0
16. Amount of Line 14 taxable
at lineal rate X .045 0. 0 0
tg.
0.
D
O
17. Amount of Line 14 taxable
0
0 0
0
0
0
.
at sibling rate X .12 t7, .
18. Amount of Line 14 taxable
0
0 0
0
0
0
.
at collaffirsi rste x.t5 tg, .
19. Tax Due ................................................ 19.
20. FILL IN THE OVAL IF YOU ARE REQUE8TIN6 A REFUND OF AN OVERPAYMENT
1505607221
Side 2
1505607221
0. 0 0
REV-1500 EX Pape 3
File Number
Decedent's Complete Address: zI Dv o730
DECEDENTS NAME
ALEAN V. BRETZ
_ _ _
STREET ADDRESS
770 SOUTH.HANOVER STREET
CITY STATE ZIP
CARLISLE PA 17013
Tax Payments and Credits:
1 Tax Due (Page 2 Line 19) (1) 0.00
2. Credifs/Payments
A. Spousal Poverty Credit
B. PdorPaymerds
C. Discount 0.00
Total Credits (A+ B + C) (2) 0.00
3. InteresfrPenalty ifapplicable
D. Irrteresf
E Penalty
Total lyderest/Penalty (D + E )
4. If Line 2 is greater than Line 1 + Line 3, enter Nre difference. This Is the OVERPAYMENT.
Fill M oval on Page 2, Line 20 fo request a refund.
5. If Line 1 + Line 3 is greater then Line 2, enter the ddlerence. 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.
(3) 0.00
(4) o.oo
(5)
15A)
0.00
(58) 0.00
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 hander and: Yes No
a. retain Nye use orincorrle of Nre property hansferred : ................................................................. ..... ^
b. retain the dghf to designate who shell use Nle property hansferred or its income .• ........................ ..... ^
c retain a reversionary interest or ........................................................................................... ..... ^
d. receive thepromiseforllfeofeitherpayments,benefitsarcare? .................................................. ..... ^
2. 1/death occurred alter December 12, 1982, did decedent transferproperty wrThln one year of deaM
wdhout receiving adequate conskleretion? .................................................................................. ..... ^
3. Did decedent own an'in bust for' or peyade upon death bank account or security at his a her death? .... ..... ^
4. Dld decedent own en Individual Retirement Account, annuNy, or oNxrr rron-probate property which
contains a beneficiary deslgnaNon? ............................................................................................. ..... ^ ^X
IF THE ANSWER TO ANYOF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
....~. si, ,~; a~4.1,'~4 alu+~.. ~i.~31'~'r;a'62i21@~fpK ..' .. ~ ~t„lc+ba~?4w9 J~;~id.,, .-.
For dates of death on or affer July 1, 1994 end bePore January 1, 1995, the tax rate Imposed on the net value o/transfers ro 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 afierJanuary 1, 1995, the tax rate imposed on the net value o/ frensfers to or for the use of the surviving spouse is zero (O) percent
J72 P.S. §9116 (a) (1.1) (ii)J. The statute does not exemot a trenseer ro a surviving spouse from tax, and the statutory requirements for disclosure of assets and
tiling a tax return are still applicable even i(the suMVing spouse is the only beneficiary.
For dates of death on or afl'er July 1, 2000:
The tax rate imposed on the net value of hansfers from a deceased child twenty-one years of age or younger at death ro or for the use o/a nature) parent, an
adoptive parent, or a stepparent of the child Is zero (O) peroent (72 P.S. §9118(e)(1.2)].
The fax refs imposed on Nre net value of trensfers ro or Por the use of the decedents lineal beneficiades is four and one-hel/(4.5) percent, except as noted in
72 P.S. §9116(1.2) (72 P.S. §9116(a)(1)J.
The tax rate imposed on the net value of transfers ro or for the use of the decedent's siblings is twelve (12) percent (72 P.S. §9116(a)(1.3)J. 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-1508 EX + (8-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
rATE OF FILE NUMBER
EAN V. BRETZ 21 09 0730
Indude dle o/lupebon end dre date the pmceeda sere received by the estate.
AN wIM hto/aurvh!wahlp muatbe dbebaedon Scheduh F.
ITEM VALUE AT DATE
UMBER DESCRIPTION OF DEATH
1. PNC checking 5004172152 3,551.56
2. May 2009 Social Security payment, not included in date of death value of PNC account 982.00
3. PA Deparhnent of Revenue, rebate 650.00
4. Chapel Pointe, refund 516.88
5. Chapel Pointe, close of personal funds account 522.84
6. Chapel Pointe, refund 152.09
TOTAL (Also eMeronline 5, Recapitulation) ~ S 6 375.37
(dnrore space h needed, insert eddIDonel sheets of the same she)
REV-1511 EX+(10-09)
•
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN
RESIDENT DECEDENT ADMINISTRATIVE COSTS
EsrATE OF FILE NUMBER
ALEAN V. BRETZ 21 09 0730
DebN o/dscsMntmust 6e reported on SeheduN I.
IrEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Hoffman-Roth Funeral Home, Carlisle, PA q,186 g3
2. Chapel Pointe of Cazlislq funeral luncheon 689.00
B. ADMINISTRATIVE COSTS:
1. Personal Represerdefnre's Commfsslons
Name of Fbrsalel RepreaentaMre (s) Barbara L. Starner
SfreetAddreaa 335 Starners Station Road
Gty Gardners Stare PA 71p
Year(s) Comrdssbn Paid: 2009
p, AtlomeyFees Manson Law Offices (estimated)
3, Fem9y Exempfbn: (IfdecedenYS address is not fhe same as dalment's, eHxb explanedon)
GaimeM
Sheet Address
City Srete _
Relationship of Gaiment re Decedent
4. Probate Fees Cumberland County Register of Wills
5. AccourdaM's Fees
6. Tex Refum Preparefs Fees
7. ( Certified mailing, Department of Public Welfare
8. Additional probate fee
9. Filing fee, Inheritance Tax return
5.54
15.00
15.00
TOTAL (Also enter on line 9, Recapitulation) I S 6 3 13.97
320.00
1,000.00
Zip
83.00
(amore apace is needed, Msen eddMbnd sheets o/fhe same arse)
REV-1512 EX + (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ALEAN V. BRETZ 21 09 0730
Report debfa Mwrrod by the decadent prior ro deaM whkh nmaMed unpahl as of the date o-death,lncludMg unrelmbursed medkal expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
of PA, Department of Public Welfare, claim for medical assistance
11,388.03
TOTAL (Also enter on line 10, Recapitulab'on) I E
(Il more apace h needed, Msert addMlond sheets o/ihe same she)
F V+ILBS\DATAPLLE\P~We Phmde{\108!9-I.w.wiL
LAST WILL AND TESTAMENT
I, ALEAN V. BRETZ, of South Middleton Township, Cumberland County, Pennsylvania,
being of sound and disposing mind and memory, do hereby make, publish and declare this to be my
Last Will and Testament, hereby revoking any and all former Wills or Codicils made by me.
1.
I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and
all death taxes (whether such taxes may be payable by my estate or by any recipient of any property)
shall be paid from my residuary estate as soon as practicable after my decease and as part of the
administration of my estate. My Executor shall have no duty or obligation to obtain reimbursement
for any such tax so paid, even though on proceeds of insurance or other property not passing under
this Will.
2.
In the event my spouse, GLENN P. BRETZ, shall predecease or fail to survive me by thirty
(30) days, then I give such items of personalty as aze itemized in a certain list, if any, attached hereto
to the persons named thereon, which list is signed and dated by me at the end thereof.
3.
I give, devise and bequeath the residue of my estate of every nature and wherever situate, to
my spouse, GLENN P. BRETZ, provided he shall survive me by thirty (30) days. In the event my
said spouse shall fail to survive me by thirty (30) days, I give, devise and bequeath the residue of my
estate in equal shares to my children and step-children, namely, BARBARA L. STARKER,
BRAYNARD E. HEAL, JUDY K. WEARY and KENNETH E. BRETZ, provided that should any
of them predecease me, I devise and bequeath his or her share to his or her issue per stirpes, and in
default of any such then living issue, such shazes shall be added to the shazes for my other children
or step-children herein.
4.
I nominate, constitute and appoint my spouse, GLENN P. BRETZ, as Executor of my estate.
In the event he is unwilling or unable to so act, then I appoint my children and step-children,
. V,
[Initials]
Page 1 of 3 Pages
.., ..
BARBARA L. STARKER, BRAYNARD E. HEAL, JUDY K. WEARY and KENNETH E. BRETZ,
or the survivor(s) of them, as Executors of my estate.
5.
I direct that my Executor(s) shall not be required to file a bond to secure the faithful
performance of their duties in any jurisdiction.
6.
I authorize and empower my Executor(s), in their sole and absolute discretion, to purchase
or otherwise acquire and retain any investments of which I die seized or any real or personal property
of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in
regard to any or all property of any kind forming a part of my estate for such terms and such prices
as they may deem advisable; to borrow money for any purposes connected with the protection and
preservation of my estate; to mortgage or pledge any real or personal property forming a part of my
estate or to join in or secure the partition of same; to compromise any claims or demands of my
estate against others or of others against my estate; to make distribution in kind and to cause any
shaze to be composed of cash, property or undivided fractional shazes in property different in kind
from any other shaze; to employ agents, attorneys and proxies and to delegate to them such power
as my Executor(s) consider(s) desirable and to payreasonable compensation for such services as may
be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as
maybe necessary to carry out any of these powers. In addition, I direct that my Executor(s) shall
have the power to conduct an inventory of any safe deposit box necessary to the administration of
my estate.
IN WITNESS WHEREOF I have hereunto set my hand and seal this ~ ~ ~ day of
~, ~ (~,~ ~sEAL)
Alean V. Bretz
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, have hereunto subscribed
our names as witnesses thereto, in the presence of the said Testatrix and of each other.
Page 2 of 3 Pages
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND 1
We, Alean V. Bretz, Edwazd L. Schorpp, and ~ a..7ot~o.. ~. Sya..,J~y the
Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being
first duly swom, do hereby declare to the undersigned authority that the Testatrix signed and
executed the instrument as her last Will and that the Testatrix has signed willingly, and that the
Testatrix 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 a 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.
Al~e(~an,V.,,Bretz, Testatrix
Witness
~c=i%~~~
Witness
Subscribed, sworn to and acknowledged before me by Alean V. Bretz, the Testatrix, and
subscribed and swom to before me by Edward L. Schorpp and ~~a ~ S'~ f p.,e~/.~ i-
the witnesses, this3d~~"ay of ~,4~' , ~,~(~Q3 ,
Notary Public
IACf01M ~~ p~
COUM11~
Page 3 of 3 Pages
Aug. 16, 2009 10:SOAM PNC BANK 412-705-2147
~4
t~ants!ts THS: waY
August 18, 2009
Victoria L Otto
Manson Law Offices
10 E High St
Carlisle, PA 17013
RE: Alean V Bretz
SSN: 205-22.4181
DOD: 06-02-2009
Dear Ms. Otto:
No. 1960 P. 1/1
In response to your request for Date of Death (DOD) balances for the customer noted above, our
r~ords show the following:
Checking Account
Account# 5004172152 Established: OS-22-2003
ALEAN V BItETZ
DOD balance: $ 3,551.56 + 0.00 accrued interest
Please mote that this office provides date of death balances for deposit accounts (IRAs, CDs, Checking and
Savings). We do not process any financial tramactioaa or provide statemeats: If you aced assistance with
any of these items, please ce111-888-PNC-BANK (1-888-762.2265) or stop by your local PNC Bank branch
office.
Sincerely,
National Financial Services Center
PNC Bank, N.A.
Member FDIC
Page 1 of 1