Loading...
HomeMy WebLinkAbout12-21-09 (2) 1505607120 REV-1500 ~ (06-OS) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Numbor Bureau of Individual Taxes INHERITANCE TAX RETURN PO 60X.280601 ^ //,~ Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 L/~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 201 16 6883 04 23 2009 10 06 1926 Decedent's Last Name Suffix Decedent's First Name MI MARPOE ROBERT R (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 WEIGLE & ASSOCIATES, P.C. First line of address 126 EAST KING STREET Second line of address THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS X^ 1. Original Return ^ 2. Supplemental Retum ^ 3, Remainder Retum (date of death prior to 12-13-82) 4. Limited Estate qa. Future Interest Compromise ^ (date of death after 12-12-82) ^ 5. Federal Estate Tax Retum Required a g. Decedent Died Testate (Attach Copy of Will) ^ ~ Decedent Maintained a Living Trust (Attach Copy of Trust) 8. Total Number of Safe De osit Boxes P ^ 9. Litigation Proceeds Received ^ 1 p, Spousal Poverty Credit (date of death between 12-31-91 and i-1-95) ~ 11, Election to tax under Sec. 9113 A ( ) (Attach SCh. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number JERRY A. WEIGLE ESQUIRE ?17 532 7388 Firm Name (If Applicable) City or Post Office SHIPPENSBURG State ZIP Code PA 17257 Correspondent's a-mail address: REGISTER QfjWILLS USNLY c~Y ~ .~ ~=~ ~~ r-, r._. . __ ~ r~ e- F ...J ~ ~ , ~7 - D LED ~ ... N ~ .,, ..+'' w ~ C.l .7 ~~:,, _, ~; ._-,a ~; ~~.~ ~....1 ~~_~ ._. ~ .; ~~'~~ r r't (~-~ °=r 457 Airport Road, Shippensburg, PA x'7257 SIG RE F PREPARER OTHER THAI>I-~EPRESENTATN 7 Under penalties of perjury, I declare that 1 have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. DeGaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE Bruce Rotz ~z l6 ~o ADDRESS a'(' s 7 -t z Jerry A. Weigle Esquire 126(East King Street, Shippensburg, PA 17257 DATE ~ l~~ L 1505607120 Side 1 1505607120 J J 15056D7220 REV-1500 EX Decedent's Social Security Number Decedent's tvame: Robert R. M a r p o e 2 0 1 1 6 6 8 8 3 RE CAPITULATION 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 8 Notes Receivable (Schedule D) ............................._........................ 4. 5• Cash, Bank De osits & Miscellaneous Personal Pro e P p rty (Schedule E) ................ 5. 5 , 3 3 8 . 0 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) ..............................w.................................. 8. 5, 3 3 8 0 7 9. Funeral Expenses & Administrative Costs (Schedule H) ...................................... 9. 515.00 10. Debts of Decedent, Mortgage Liabilities, ~ Liens (Schedule I) ................................ 10. 1,770.22 11. Total Deductions total Lines 9 & 10 11 2 , 2 8 5 . 2 2 12. Net Value of Estate (Line 8 minus Line 11) .............................__. ......................... 12. 3 , 0 5 2 8 5 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. 3 , 0 5 2 8 5 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 0 0 0 15. 0 0 0 16. Amount of Line 14 taxable 0 0 0 at lineal rate X .045 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 3, 0 5 2. 8 5 18. 4 5 7. 9 3 19. Tax Due ............................................................._............................__................... 19. 4 5 7 9 3 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ Side 2 1505607220 1505607220 J REV-1500 EX Page 3 File Number 21-- Decedent's Complete Address: DECEDENT'S NAME Robert R. Marpoe STREET ADDRESS 225 Cottage Road CITY ---- - - STATE ZIP -- Shippensburg PA 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable p. Interest E. Penalty 0.00 Total Credits (A + B + C) (1) 457.93 (2) 0.00 (3) (4) (5) 457.93 (5A) (5B) 4 5 7.9 3 Total Interest/Penany (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT. Check box 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 theTAX DUE A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is theBALANCE DUE 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 :............................................................................. ^ 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 considerations n r-, ............................................................. _.................................................... I._l ~_X 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 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 statutedoes not exemota 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)]. 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. Rew-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Marpoe, Robert R. Include the proceeds of litigation and the date the pn~ceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Comcast Cable -refund at cancellation 47.12 2 County of Cumberland -burial benefit 100.00 3 Fogelsanger-Bricker Funeral Home -refund of prepaid funeral 670.92 4 Highmark Blue Shield -benefit check 726.02 5 M & T Bank Checking Account 951289161 5.00 6 Orrstown Bank Checking Account 649570 1,813.80 7 State Employees Retirement System -final pension benefit 883.21 8 U. S. Treasury -SSA April benefit 250.00 9 1984 Dodge Aries KCar -proceeds of sale 06/01/09 100.00 10 Personal Properly -proceeds of yard sale 05/16/09 742.00 FILE NUMBER 21-- TOTAL (Also enter on Line 5, Recapitulation) I 5,338.07 (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) REy-1151 EX+ (10-06) ~ i COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Marpoe, Robert R. 21 __ Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION NUMBER AMOUNT A. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name(s) of Personal Representative(s) Street Address City State Zip Year(s) Commission paid 2, Attorney's Fees Weigle & Associates, P.C. 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. I Probate Fees 500.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 15.00 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 515.00 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Marpoe, Robert R. 21 __ ITEM NUMBER DESCRIPTION AMOUNT Other Administrative Costs 1 Register of Wills, Cumberland County -filing PA Inheritance Tax Return H-87 Subtotal 15.00 15.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rehr-1512 EX+ (12-08) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Marpoe, Robert R. 21 __ Report debts incu-red by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Anesthesia of Franklin County 5.22 2 Central Penn Gas 20.83 3 Cottages of Shippensburg 222.00 4 Embarq 0.65 5 Franklin County Heart Center 14.03 6 Orrstown Bank Checking Account 649570 -checks clearing after date of death 183.77 7 Penelec 20.31 8 R. T. Henry Pharmacy 40.29 9 State Emnlovees Retirement Svstem -reimbursement of overnavment 206.08 10 West Shore EMS 907.53 11 West Shore EMS 149.51 TOTAL (Also enter on Line 10, Recapitulation) ~ 1,770.22 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) REV-1513 EX+ (11-08) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Marpoe, Robert R. NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)) 1 Bruce Rotz 457 Airport Road Shippensburg, PA 17257 2 Patsy Rotz 457 Airport Road Shippensburg, PA 17257 FILE NUMBER 21-- RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE DECEDENT (Words) ($$g) Do Not List Trustee(s) Friend ~ One-half Friend ~ One-half Total Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet, as a III NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT T B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1,526.42 1,526.43 3,052.85 TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0 00 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule) (Rev. 11-08) LAST WILL AND TESTAMENT KNOW ALL MEN BY THESE PRESENTS, that I, ROBERT R. MARPOE of Pennsylvania being of sound and disposing mind, memory and understanding, do make, publish and declare this my Last Will and Testament hereby revoking all prior wills and codicils by me at any time heretofore made. FIRST: I direct the payment of all my legal debts, funeral expenses including my grave marker and all expenses of my last illness, state, federal estate and inheritance taxes and administration costs shall be paid as soon as may be conveniently done following my decease leaving all specific bequests free of tax to the legatee. SECOND: I have prior to the signing of this will paid all my funeral expenses and for a grave monument. THIRD: I give, devise and bequeath all my property, be it real, mixed or personal, of whatever nature or kind and whatever situate Bruce Rotz and Patsy Rotz. FOURTH: I nominate and appoint Bruce Rotz and Patsy Rotz, as Executors of this my Last Will and Testament. No executor appointed herein shall be required to post bond. IN WITNESS WHEREOF, I, ROBERT R. MARPOE to this my Last Will and Testament set my hand and official seal this _~ day of ~ 2007. ~~ v~k~-~ (SEAL) Robert R. Marpoe Sworn to and subscribed, declared and Published by Robert R. Marpoe, as his Last Will and Testament, and so Done in the presence of we the Witnesses, who sign at his request, And in his presence, and in the presence Of each other. 1 r 'y / ~,..-~ COMMONWEALTH OF PENNSYLVANIA: :SS COUNTY OF CUMBERLAND I, Robert R. Marpoe, whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed it willingly; and that I signed it as my free and voluntary act for the purpose therein expressed. Robert R. Marpoe Sworn to and acknowledged, before me, By Robert R. Marpoe, the Testator, This _~~ day of L ~ 2007. Notary Public ~34taria! S~~f -''_~ H. ~,r?Lh©nyAda;r,~;, u~,~ J~ablic ~ S~fAp~nsbt~rg Sar;:E ur~~ar~~rd wounfi My Commis:^,io~ ~;r~ir~~ ~~~ ~~, ; f . 201 fl~ COMMONWEALTH OF PENNSYLVANIA: :SS COUNTY OF CUMBERLAND WE, Darlene M. Bigler and Sharon Coleman Adams, the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we saw the Testator sign and execute the instrument as his Last Will and Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses, and that to the best of our knowledge and belief the Testator was at the time at least eighteen (18) or more years of age and of sound mind and under no constraint or undue influence. M; ;~ ~. ,: ,. ~_ ~ ~1.. ~.~ L'),~ ~., d *"~.,~'.,l~,r ;:;:::;•+/ .,... ~ '.. tea. ~-iG-~-)../ Sworn to and subscribed before me by, Darlene M. Bigler and Sharon Coleman Adams The witnesses, this ~_ day of ~_ 2007. I~ ` •`3 ~ ~ h Notary Public CC'-vi3Vi:~!`l~y t~:f:'i- tiJr~~i~tNSYLVAi rill-~ N©tariai Semi ~I. Anti :©ny Adams, Notary Public a Shippsnsbarg i3orc, Cumberland County My Commission s~;cpires May 31, 2~t4 499 Mitchell Road, Millsboro, DE ]9966 Mail Code DE-MB-12 Mp,Y 1 6 2009 Phone (888)502-4349 Fax (302)934-2955 May 14, 2009 Weigle & Associates, P.C. Attorneys At Law 126 East King Street Shippensburg, Pennsylvania 17257-1397 Re: Estate -of Robert R. MarDOe Social Security: 201-16-6883 Date ofDeath: April 23, 2009 Dear Sir or Madam: Per your inquiry dated May 12, 2009, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type ofAccount Account Number Ownership (Names o, fl Opening Date Balance on Date ofDeath Accrued Interest Total Checking Account 951289161 Robert R Marpoe 6/5/03 $ 5.00 $ 0. DD $ 5.00 Please be advised, there was no safe deposit box found for the above decedent. * 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 King Street Office # 201-16-6883. Sincerely, L~ Tracie Hare Adjustment Services ORxsTOwiv AT.~~, j May 19, 2009 To: Weigle & Associates 126 East King Street Shippensburg Pa 17257 From: Traci Yohe Orrstown Bank Customer Service Center PO BOX 250 Shippensburg, Pa 17257 Re: Estate of Robert R Marpoe Date of death 09/23/2008 MAY 21 2009 IT IS HERERBY CERTIFIED THAT THE ABO VE NAMED DECEDENT, ON THE ABOVE DATE, HAD THE FOLLOWING ACCOUNTS WITH ORRSTOWNBANK.• CHECKING ACCOUNT Account # Title of Account Date opened Principal Accrued Interest 649570 Robert R Marpoe 12/17/90 1,813.80 0.00 SA VINGS ACCOUNT Account # Title of Account Date opened Principal Accrued Interest CERTIFICATE OF DEPOSIT Account # Title of Account Date Opened Pn__'ncipal Accrued Interest 30052772 Robert R Marpoe 08/22/95 6,358.76 0.71 Irrevocable Burial Fund 30054356 Robert R Marpoe 04/09/96 2,099.46 3.36 Irrevocable Burial Fund 5030060655 Robert R Marpoe 03/03/98 1,787.70. 2.90 Irrevocable Burial Fund P.O. Box 250 • Shippensburg, PA 17257 • 717.530.3530 • 717.532.4143 fax ~~ r `ter' -.~'~'"Z% .~j~-"^+ `~ ~-' 'J i ` ~, ~_ n F 1 n ~ ~ l ~~ ~ ~ -~ ~; ~'~J~ ..~. `" ~,j ~~ ~-~~~ .:~ {. ,.~'-~L',~-,,,~ t,~ ~,,n-r ~-z.; .J~C~~ ~~ e? I ~ ~ . ~ c~ CC d~Q `~~ o c0 aca -~ ~Q,a ~C~~ o•~ 50.00+ 30.00+ 1 50 • (J0+ 20.00+ 30.00+ 60.00+ 7.00+ 45.00+ 14.00+ 15.00+ 25.00+ 5.00+ 5.00+ 20.00+ 15.00+ 45.00+ 176.00+ 30.00+ 742.Op~ 0•* ~ ~ r 6 -/-0 9 ~~ l 9d"/ ;~ai~Ge ~~~ES lr ~r~2 viR~~B~s1~G~r~i~7 ~y /7~D '~/cd : ,qs is ~~s/ ~~ `.._.; ~ - _ _ ~u~~ ~ ~~D . ~ ~ ~ __ . COMiYtONWEALT ; OF PENNSYLVANIA _ _ NdTARIAL B~AI. DE80RAM WAi~I~N, N~f~ry Public ~u~butg Twp,, Ci~~!-~Is~nQ ~©a My ammixtRio~ Expiro~i 1d~v. 8, ~~ _ - _ ._