HomeMy WebLinkAbout10-21-0915056041158
REV-1500 EX (os-o5)
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
Po Box zeosol INHERITANCE TAX RETURN 21 0 7 10 9 2
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
161-32-5312 11232007 12081937
Decedent's Last Name
DONOVAN
Suffix Decedent's First Name
MARJORIE
MI
M
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name
Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
- - REGISTER OF WILLS
FILL IN APPROPRIATE BOXES BELOW
MI
1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death
^ 4. Limited Estate
^ 4a. Future Interest Compromise (date of
^ 5. prior to 12-13-82)
Federal Estate Tax Return. Required
6. Decedent Died Testate
(Attach Copy of Will) death after 12-12-82)
^ 7. Decedent Maintained a Living Trust
At
~ 8.
Total Number of Safe Deposit Boxes
^ 9
Litigation Proceeds Re
i
d (
tach Copy of Trust)
^ 10
^
.
ce
ve
' . 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)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION $HOt1LD BE DIRECTED TO:
Name Daytime Telephone Numlber
RICHARD C• SNELBAKER, ESQUIRE 71 7-697-852'.8
Firm Name (If Applicable) ~ o
vL, ?;~
r -.y_..,j
SNELBAKER & BRENNEMAN
, P • C • REGISTER OFI, _ S USE OIfLS
`~ ~~ ~ +~:':~
'F> :....~
`~--`
First line of address F-=-i ~
44 WEST MAIN STREET ~'.~ c ~_:
Second line of address ~;: r
. -.., ice...; ,~ ~ _
'~'i
P•0- B0X 318 -~ ~ ~
~~ ~
:
~;~.
_
City or Post Office State ZIP Code DATE FILED ~
MECHANICSBURG PA 17055
Correspondent's e-mail address:
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the tDest 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.
ADDRESS ~ ~ ~ ~ ~ ~
BREND J• BEECHER, EXECUTRIX 2250 PINE ROAD, NEWVILLE, PA 17241
cirnr-e ~icc~/e~ ~ ~ ' DA E l i
rvc inc rrtlilVKth'KtbtNIAIIV~
RICHARD C• SNELBAKER, ESQUIRE 44 WEST MAIN STREET, M CHANICSBURG
PLEASE USE ORIGINAL FORM ONLY PA 17055
Side 1
L 15056041158 15056041158
6M4647 3.000
15056042159
REV-1500 EX
Decedent's Social Security Number
161-32-5312
Decedent'sName:DONOVAN McR,IORTF M
RECAPITULATION
1. Real estate (Schedule A) 1.
D.DD
2. Stocks and Bonds (Schedule B) .......................... 2. 5 6 6 9 • 9 6
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . 3. 0 • 0 0
4. Mortgages & Notes Receivable (Schedule D). 4. 0 • D D
5. Cash, Bank Deposits i£ Miscellaneous Personal Property (Schedule E) . 5. 7 9 S 1 • 12
6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested 6. 0 • 0 0
7. Inter-Vivos Transfers i~ Miscellaneous Non-Probate Property
(Schedule G) ~ Separate Billing Requested 7. 0 • D 0
8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . 8. 1 ~ 6 21 .0 8
9. Funeral Expenses & Administrative Costs (Schedule H) . 9. 1119 2 , 11
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). 10. 19 014 • 6 8
11. Total Deductions (total Lines 9 8 10) . 11. 3 0 2 D 6• 7 9
12. Net Value of Estate (Line 8 minus Line 11) 12. -16 5 8 5 •71
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) . 13. 0 • 0 0
14. Net Value Subject to Tax (Line 12 minus Line 13) 14. -16 5 8 5 • 71
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 .00._ D• D D 15• D• O D
16. Amount of Line 14 taxable
at lineal rate x .04-5 D. D O 16. D• 0 0
17. Amount of Line 14 taxable
at sibling rate X .12 D• D O 17• D• D D
18. Amount of Line 14 taxable
at collateral rate X .15 D• 0 0 18• D. O D
19. TAX DUE 19. D • D 0
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
15056042159 snnaa4az.ooo 15056042159
REV-1500 EX Page 3
Decedent's Complete Adrirecc•
Flle Number
l.fl9~
DECEDENTS NAME
DONOVAN MARJORI M
STREET ADDRESS
M R AN CO NT
CITY STATE ZIP
N WVILLE
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit Q • Q Q
B. Prior Payments Q • Q Q
C. Discount Q . Q Q
3. Interest/Penalty if applicable
D. Interest Q , Q Q
E. Penalty Q • Q Q
(1) Q•QQ
Total Credits (A + g + C) (2) Q , Q Q
Total Interest/PenaRy (D + E) (3) - Q • Q Q
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in box on Page 2, Line 20 to request a refund. (4) _ Q • Q Q
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) _ 0 • D 0
A. Enter the interest on the tax due. (5A) _ 0 • 0 0
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) _ 0 • 0 D
Make Check Payable to: REGISTER OF W111S, 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; ^ X
b. retain the right to designate who shall use the property transferred or its income; ^ X
c. retain a reversionary interest; or . ^ X
d. receive the promise for life of either payments, benefits or care? ^ X
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ^
^
4. Did decedent own an Individual Retirement Account, annuity
or other non-probate pro
ert
which
,
p
y
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 d9es 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 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)]. 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.
6M4671 1.000
REV-1503 EX+ (6-98)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE
Mariorie M. Donovan 21 07 1092
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
swasss i.ooo ()r more space is needed, insert additional sheets of the same size)
REV-1508 EX+ I8-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Mariorie M. Donovan 21 07 1092
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointlyowned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Adams County National Bank 6,991.70
checking account #115746
2 Capital Blue Cross 137.89
refund unused insurance premium
3 Distributive share 0.00
from the Estate of Helen Arlene Donovan, decedent's
mother (1/5 of residue). Please suspend the asset until
value can be determined, at which time a Supplemental
Inheritance Tax Return will be filed.
4 Household goods 117.00
sold at public auction
5 Household goods retained 346.00
by family, appraised value
6 Pace Independent Insurance/Blue Cross 58.53
refund unused insurance premium
7 United States Treasury 300.00
2008 economic stimulus rebate
TOTAL (Also enter on line 5 Recapitulation) $ ~ 7 , 951 12
sWa6AD t.ooo (If more space is needed, insert additional sheets of the same size)
REV-1511 EX+(10.06)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Marjorie M. Donovan 21 07 1092
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
~. Fogelsanger-Bricker Funeral Home
funeral services 9,920.58
B.
1
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City
State Zip
2. Attorney Fees Snelbaker & Brenneman, P.C -fees will be claimed
on Supplemental Inheritance Tax Return
3. Family Exemption: (If decedent's address is not the same as Gaimant's, attach explanation)
Claimant
Street Address
4.
5.
6.
7.
1
Year(s) Commission Paid:
City State Zip
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
Cumberland Law Journal
advertising Executrix Notice
Total from continuation schedules .
87.00
300.00
75.00
809.53
TOTAL (Also enter on line 9, Recapitulation) ~ $ 11 ,192.11
~waen~ 1.000 (If more space is needed, insert additional sheets of the same size)
Estate of: Marjorie M. Donovan
Schedule H Part 7 (Page 2)
161-32-5312
2 Dan Hershey Auction Service, LLC
commission paid on sale of household goods 40.95
3 Dan Hershey Auction Service, LLC
appraisal fee 75.00
4 Register of Wills
short certificate 4.00
5 Register of Wills
filing fee for Inheritance Tax Return 15.00
6 The Sentinel
advertising Executrix Notice 174.58
7 Reserve
for filing fees, accountant fees and other costs
associated with the administration of the Decedent's
estate. 500.00
Total (Carry forward to main schedule) 809.53
REV-1572 EX + 02_03)
SCHEDULEI
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
RESIDENTD EDENrRN MORTGAGE LIABILITIES, ~ LIENS
ESTATE OF FILE
M~iorie M. Donovan 21 07 1092
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
3W46AH 2.000 (If more space is needed, insert additional sheets of the same size)
REV-1513 EX+(9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
Mar orie M. Donovan 21 0 7 1092
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [inGude outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
1 Tiffany N. Beecher Warner
312 Liberty Drive
Shippensburg, PA 17257 Niece 0.00
2 Matthew Beecher
2250 Pine Road
Newville, PA 17241 Nephew 0.00
3 Brenda J. Beecher, Guardian for
Logan Donovan
305 Bulls Head Road
Newville, PA 17241 Nephew 0.00
4 Brenda J. Beecher, Guardian for
Wade Donovan
305 Bulls Head Road
Newville, PA 17241 Nephew 0.00
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPROPRIATE, O N REV-1500 COVER SHEET
II 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 . 0 0
3W48AI 1.000 (If more space is needed, insert additional sheets of the same size)
Estate of: Marjorie M. Donovan
Schedule J Part 1 (Page 2)
Item
No. Description
5 Christina Beecher
2250 Pine Road
Newville, PA 17241 Niece
Relation
161-32-5312
Amount
0.00
• v .... a~ua~ JCI CCC
Shippensburg, PA 17257
,t~s~ 2Ui~ acid J ens
Marjorie M. Donovan
I, MARJORIE M. DONOVAN, of Penn Township, Cumberland County, Pennsylvania,
being of sound mind and memory declare this to be my Last Will and Testament and revoke any
will or codicil previously made by me.
ITEM I: I direct that all my just debts and funeral expenses, including my gravemarker
and all expenses of my last illness, shall be paid from my residuary estate as soon as practicable
after my decease as a part of the administration of my estate.
ITEM II: I give and devise any automobile of which I die seized to my niece, TIFFANY
N. BEECHER.
ITEM III: I give, devise and bequeath all of the rest, residue and remainder of my estate
of every nature and wheresoever situate to my nieces and nephews, their heirs and assigns, in
shares of equal value, share and share alike.
ITEM IV: I appoint BRENDA J. BEECHER guardian of any property which passes
either under this Will or otherwise to a minor and with respect to which I am authorized to
appoint a guardian and have not otherwise specifically done so, provided that this appointment of
a guardian shall not supersede the right of any fiduciary in its discretion to distribute a share
where possible to the minor or to another for the minor's benefit. Such guardian shall have the
power to use principal as well as income from time to time for the minor's support and education
r
,.
r
(including college education, both graduate and undergraduate) without regard to lus or her
parent's ability to provide for such support and education, or to make payment for these purposes,
without further responsibility to the minor or to the minor's parent or to any person taking care of
the minor.
ITEM V: I appoint BRENDA J. BEECHER executrix of this, my Last Will and
Testament.
`~
ITEM VI: I direct that my executrix or her successor shall not be~required to give bond
for the faithful performance of her duties in any jurisdiction.
IN WITNESS WHEREOF, I hereunto set my hand and seal to this my Last Will and
Testament, written on Two (02) sheets of paper, dated tlus 2 ~ day of JULY, 2000.
~ ~~_(SEAL)
JORIE M. DONOVAN
The preceding instrument, consisting of this and One (O1) other typewritten page, each
identified by the signature of the testatrix, MARJORIE M. DONOVAN, was on the day and
date thereof signed, published and declared by MARJORIE M. DONOVAN; the testatrix herein
named, as and for her Last Will, in the presence of us, who, at her request, in her presence, and in
the presence of each other, have subscribed our names as witnesses hereto.
~~~ G(, ~ residing at ~ ~ ~a~
esiding at ~~ ~
F~ r
2
COMMONWEALTH OF PENNSYLVANIA ,
COUNTY OF CUMBERLAND ~ SS
We, MARJORIE M. DONOVAN, the testatrix in, and the undersigned witnesses to, the
will, the attached or foregoing instrument, who have signed the instrument, having been qualified
according to law do depose and say;
(a) that I, the testatrix, do hereby acknowledge that I signed the instrument as
my will, that I signed it willingly and as my free and voluntary act for the purposes
therein expressed; and
(b} that we, the witnesses, ware present and saw the testatrix sign and execute
the instrument as her will, that she signed it willingly and executed it as her free
and voluntary act for the purposes therein expressed; that each of us in the heaxing
and sight of the testatrix signed the will as a witness and that to the,best of our
knowledge the testatrix was at that time 18 or more years of age, of sound mind
and under no constraint or undue influence.
RIE M. DO VAN
Witness
Gc.P ~G~
fitness
Subscribed to and subscribed or
affirmed and acknowledged before me
by MARJORIE M. DONOVAN, the testatrix
and the witnesses whose names are signed above
this Z D day of JULY. 2000.
Notary Pu is
_.~.--
NotariafN~ PuWio
Sally J. Winder,
S~ppens urg Twp., Cuntberlm'fd
My Commiss~o~ ~xnires Feb.13, 20
3