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HomeMy WebLinkAbout12-17-0915056041125 REV-1500 EX cos-o5) PA Deparhne~rt of Ravedre &aeau of hrdividual Taxes County Code Year File Number Pogox211osot INHERITANCE TAX RETURN 2 1 0 9 0 2 2 6 Nan®dro, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT MIFORMATiON BELOW Social Security Number Date of Death pate ~ gib 2 0 0 5 0 9 3 4 6 0 2 2 5 2 0 0 9 1 1 0 4 1 9 5 6 Decedents Last Name Suffer Decedent's First Name MI O R N E R L I N W O O D L (H Applicable) En[e- Surviving Spouse's Irrtormaflon Below Spouse's Last Name Suffer Spouse's First Name MI Spousa'a Socal Security Number FILL IN APPROPRUTE OVALS BELOW THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS © t. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death 4. Limded Estate ~ 4a. Future Interest Compromise (date of prior to 12-13-82) ~ 5. Federal Estate Tax Return Required © 6 D d t death after 12-12-82) . ece en Died Testate ~ (Attach Copy of virdq 7. Deoedent Maintained a Living Trunt At 8. Total Number of Safe Deposit Boxes ( tach Copy of Tnut) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Ebdion to tax under Sec. 9113(A) between 12-31-91 and 1-1~5) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUSE ~ COMPLETED. ALL C018tESppppglCE ANO CQNFiDENTtAL TAX ~IFOItiIIATgN SHOULD BE DIRECTED T0: Name Daytime Telephone Number W I L L I A M A D U N CAN 7 1 7 2 4 9 7 7 8 0 Finn Name (tf Applicable) ro D U N C A N & H A R T M A N P C RE(ftS ,OF tlYLL18 U~MLY _ ""* = zr ~, p r f*'1 t~! First line of address ~ ~ C'7 t_. ; i 1 I R V I N E R O W ~ ~ --t r' ` ~? Second line of address ~ C:: ~ ~ -p '_? - O~ S "'- ,- rTi City or Post Office State ZIP Code c ~ :. r` ~~ F~Ep ,~ ':, C'~ C A R L I S L E P A 1 7 0 1 3 correspondents e~rlail address: billduncan(~p a.net Jnder penaltles of penny.) dedan3 mat I nave examined tiAS return, trxiudYig apopmpenyYg:xhadales and , and to ma hest of my laiorrledge and bNiat, t b hue, coned and cornplate. Dederatlon of preparer other than the ersonal re ~l i t p preser ve s x~sed on er Mom letion of which pnlparer has any laioadadge. 160 SPRUCE AVENUE CARLISLE PA 17013 SIGNATLRE OF PREPARER OTHER THAN REPRESENTATIVE ~~ ADDRESS PLEASE 118E ORK3INAL FORM ONLY S1de 1 15056041125 15056041125 V~ 15056042126 r:EV-15oo Ex DscedenPs Social Security Number Depdrrt`sHams: LINWOOD L. ORNER 2 0 0 5 0 9 3 4 6 RECAPf1ULAT10N 1. Real estate (Sdrsdub A) .................................... .... 1. 2. 3todcs and BorMs (Sclredub B) .............................. .... 2. 3. Cbssly Held Corporation. Partnsrsh~ or Sob•~Proprbtorship (Sdrsdub C) . .... 3. 4. MOrtgapss a Notes ReoeivatNs (Schedub D) .................... .... 4. 5. Cash Bank Deposits a Miacslbneous Personal Property (sehedub E) ... .... 5. 1 4 6 9 , 5 0 8. Jointly Owned prgtergr (Schedub F) ^ 3eparob BitlNrg Requested ... .... s. 1 7 9 , 5 5 7. Irrbr-Vhros Transfers a Mboelbrreous prppMy (3chedub G) LJ ~-~ 9 uested 7 ... q .... . , S. TafN t;roaa Asals (total Lines 1-7) ........................... g. 1 6 4 9 , 0 5 9. Furbral Expsraes a Admhrbfrotlve Costs (Sdrsdub H) ............ .... 9. 7 9 8 2 , 8 1 10. Debts of Decederk, Mortyape Liabtlitbs, a Liens (Schsdub I) ........ .... 10. 2 9 5 8 , 2 2 11. Toby Osductlons (total Linos 9 a 10) ....................... .... 11. 1 0 9 4 1, 0 3 12. Nat Value o1 Estab (Line 8 mMws Line 11) ..................... .... 12. - 9 2 9 1, 9 8 13. Charifabb and Governnrsntal BequsetalSee 9113 Tniats for which an ebdbn to tax has not been made (Sdredub J) .............. .... 13. . 14. Nat Valve 8ubJaet to Fax (Line 12 minus Lure 13) ............... ... 14. - 9 2 9 1 , 9 8 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATE8 15. Amount of Line 14 taxable at the spousal tax rats, or trarrafers under Sec. 9116 (ax1.2)x.o _ 0, 0 0 15. 0. 0 0 16. Amount of Line 14 taxaLNe at lineal rate X .o _ 0 , 0 0 18. 0. 0 0 17. Amount of Line 14 ttxabb at slblinp rote x .12 0, 0 0 17. 0. 0 0 18. Amount of Line 14 faxetNe at ootlabrol rats X .15 ig. 0 , 0 0 19.TaX Dua ............................................. ...19. ~ . 0 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ^ S&N 2 15056042126 15056042126 J REV-1500 EX Pape 3 Decedent's Complete Addtlgss: FNe Number 21 09 0226 DE(2:DENT'S NAME LINWOOD L. ORNER STREET ADDRESS 543 FIRST STREET CRY CARLISLE STATE PA ZIP 17013 Tax Payments alter Clredibs: 1. Tax Due (Page 2 line 19) 2. C~ A. Spousal ~Y Credit 8. Prior C. Discount 3. IntereaflPenaffy ff appicable D. krtereat E. Penally 4. ff line 2 is greater than Lkte 1 + Line 3, en0er the dffferenoe. TMs is the OVERPAYIENf. FIM In oral on Pane 2, Line 28 b ngwst a rotund. 5. ff Line 1 + Line 3 is greater than Llne 2, enter the cNffererw;e. This is the TAX DUE A. Enter the irNatest on the tax due. (4) 0.00 (5) 0.00 (5A) B. Enter the ~I of L'me 5 +5A. TMs is the BALANCE DUE (56) 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSVYER THE FOLLOWING QUE8TION8 BY PLACING AN 'X" IN THE APPROPRIATE BLOCK8 1. Did deoederrt make a transfer and: Yes ~ a. retain the use or kroorrre of the propeAy trarrsferred : ...................................................................... ^ b. retain the dgM 10 designate who stMaN use the property lrarroferred ar its inoonre; c. realm a reversionary or ................................................................................................ d. receive the promise for fife of either payments, benefits a cae7 ....................................................... ^ 2. ff death oaaered aner December 12,1982, dkl deoederrt trarrefer property wifirin one year of death wi8rout reoeivirg adequate carraideralbnl ....................................................................................... ~] 3. Did decedent own an'in trust for' ar payable upon dea8r bank aooocart ar waxily at his or her death? ......... 4. Did decedent own an Indvidual ReHrernerrt Account, anrwHy, a oltrer naFprobate property which a>ntakrs a beneficiary deeignafionT ................................................................................................. ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE Q AND FN.E R 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 ar Tor the use of the surviving spouse is flees (3) percent (12 P.S. ]116 (a) (1.1) ()]. Far dates of death on or afteer January 1,1995, the tax rate imposed on the net value of transfers ~ ar for the use of the surviving spouse is aero (0) percent (72 P.S. §9116 (a) (1.1) (I)], The statute ~,Pg, a transfer to a surviving spouse Tram tax, and the atatubry nequiremerds for dWdoeure of assets and (tying a tax return are stiL applicable even ff the surviving spouse is the only benelidary. For Batas d death on ar aner July 1,2000: The tart rate imposed on the net value of transfers from a deceased child twentypre years of age ar yaerger at death 1o ar for the use d a nahual parent, an adoppve parent, a a stepparent of the child is aero (0) percent (72 P.S. ~116(aK1.2)]. Tire tax rats imposed on the net value of trarrafers to odor the use of the deoedenPs Aneal beneficiaries is tau and one-half (4.5) pendent, euccept ae rated in 72 P.S. X116(1.2) [72 P.S. ~118(aX1)). The tax rate imposed an the net value of transfers to ar ~r the use of the deoedenCs aPoikigs is twelve (12) percent (72 P.S. §9116(aK1.3)]. A sibling M defined, under Sedion 9102, as an individual who has at least ane parent in a>nvriori with the decedent, whether by Wood ar adoption. (1) 0.00 Total Credits (A + g + t;) (2) 0.00 Total lyderestlPenalty (D + E) (3) 0.00 REV-1508 EX + (8-98) SCHEDULE E con~loNwEA~TH of PENNSnvANw CASH, BANK DEPOSITS, 8~ MISC. INHERRANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER LINWOOD L. ORNER 21 09 0226 Inolbe the p~ a~lidpation a~M the dele~ rre~e reoaived by the es~1e. AN orooertv la wNh ~aht of must be dledoa.d on Sdudule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. PROCEEDS FROM SALE OF 1998 MERCURY VEHICLE 1,000.00 2. GOODVILLE MUTUAL CASUALTY CO. -REFUND 74.00 3. EMBARQ REFUND 0.02 4. VERIZON REFUND 26.68 5. COMMONWEALTH OF PA REFUND 368.80 TOTAL (Also enter an line 5, Recapitulation) ~ S REV-1509 EX + (8-98) SCHEDULE F COMMONVVEALTH OF PENNSYLVANw JOINTLY-OWNED PROPERTY INHERffANCE TAX RETURN LINWOOD L. ORNER 21 09 0226 Kan asset ulac made joint vrNhN one year of the dscedelN's daM of olealh, R must tie wporled on ticltedule G. SURVMNG JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. RICKY BLOSSER 160 SPRUCE AVENUE COUSIN CARLISLE, PA 17013 c ~oiNrLY-owi~u PROPeRTr: ITEM NUMBER LETTER FOR JOINT TENANT GATE MADE JOINT DESaa~nDN DF PROPERTY INCLUDE NAAE OF FlNANC4LL INSTIMNXi AND eAN(ACCOIMf NIaYBER OR sIMaAR N)ENTIFYING NUMBER. ATTACH DEED FOR JOeiiLY-HELD REAL ESTATE. DATE of DEATH VAI.I~ OF ASST % of DECD'S MfTEREST DATE of oEATTt VALID of DECEDENTS INTEREST 1. A. 2/1999 ORRSTOWN BANK ACCOUNT # 106000649 108.19 50. 54.10 2. A. 12/2007 ORRSTOWN SANK ACCOUNT # 706002492 250.90 50. 125.45 TOTAI. (Also enter an Nne 6, Recapitulation) I i 179.55 REV-1511 EX+(12-99) COMMONUVEALTH OF PENNSYLVANIA INNERfTANCE TAX RETURN SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FEE NUMBER LINWOOD L. ORNER 21 09 0228 Dehls Of decedallt moat 6e reported On Sdredule I. ITEM NUMBER DESCRIPTION AMOUNT A• FUNERAL EXPENSES: 1. HOFFMAN-BOTH FUNERAL HOME 7,208.81 2. HEADSTONE ENGRAVING 185.00 e. 1. ADMINISTRATIVE COSTS: Personal RepreserltaUve's Corra-Iissions Name of Personal Represerrfetive (s) Saaal Sea,ity Numher(syEIN NwMera Personal Rapreeerkahve(s) Oily State Yeags) Conxrrmsion Paid: p, Attorney Fees DUNCAN 8~ HARTMAN, PC 3. Famiy Ems: (Itdeoederd's addre~ t~ not the same as clainrerds, attach eaplanabon) Claimant Sheet Adds ~ SM6e ~P Reletiorehip of Cfainant to Decedent 4• Pmhale Fees REGISTER OF WILLS 5• I AcaourdanPs Fees 6. ~ Tax Return Piepsrer's Fees 7. ~ REGISTER OF WILLS FILING FEE 500.00 74.00 15.00 TOTAL (Ahw enEer an Ime 9, Recapitulation) ~ S REV-1572 EX+ (12-eS) sc~ur.~ i ca~awwE~(.n, of PErhrsr~v~rw- DEBTS OF DECEDENT, "",R Tom MORTGAGE LIABILITIES, b LIENS E>;TATE OF FEE NIR LINWOOD L. ORNER 21 09 0226 Report d~hb Incurred by 1M deoeUn~t prior b d~Mh which rwrrYwd unpNd • of 1M dde of dMlh, IndudYq ~ medial ecp~. ITEM NUMBER DES(~iIPTION VALUE AT DATE OF DEATH t. REIMBURSEMENT FOR EXPENSES 31.39 2. CARLISLE BOROUGH TAX ACCOUNT -PERSONAL TAXES 4.9p 3. PPL -FINAL ELECTRIC BILL 77.43 4. EMBARQ 130.25 5. COLLEGE PARK APARTMENTS -RENT DUE 157 00 6. VERIZON WIRELESS 26 B8 7. EMBARO 20.95 8. VERIZON WIRELESS 7 58 9. DISH NETWORK 212 00 10. ORRSTOWN BANK LOAN CLAIM 2 280 04 [SEE ATTACHED LETTER] 11. POSTAGE FOR MAILINGS 10.00 (It naro epaoa TOTAL (Also ender on Nne 10. RecapihAetion) ~ ; REV-1513 EX + (9-0O) CONiMONWEALT}I of PENNSYLVANW INHERITANCE TAX RETURN SCHEDULE J BENEFICIARIES LINWOO D L. ORNER " va ""° RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Tnis4eNs) OF ESTATE I. TAXABLE DISTRIBUTIONS lildlde ds6ibutials, and tranat~s under Sec. 9116 (a (1. )2 ] 1. RICKY BLOSSER Collateral 160 SPRUCE AVENUE 100% CARLISLE, PA 17013 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON UNES 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. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET S (B rtrrP cnarp ~ rwnrkrl ins~f arlAflims+l aha~4e of 1hn camw ci~a1 LAST WILL TESTAMENT OF I, LINWOOD L. ORNER, of 543 First Street, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declaze this as and for my Last Will and Testament, hereby revoking any and all other wills and codicils heretofore made by me. FIRST. I direct that all my just debts and funeral expenses be paid from my estate as soon after my death as practically and conveniently may be done. SECOND. I direct that my remains be interred within my family's burial plot in accord with my expressed wishes. THIRD. I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable mazker for my grave. FOURTH. I give, devise and bequeath any and all tangible personal property owned by me at the time of my death unto my cousin, RICKY BLOSSER. FIFTH. I give, devise and bequeath any and all real estate owned by me at the time of my death, unto my cousin, RICKY BLOSSER. SIXTH. I give, devise and bequeath all the rest, residue and remainder of my estate unto my cousin, RICKY BLOSSER. SEVENTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. EIGHTH. I hereby nominate, constitute and appoint my cousin, RICKY BLOSSER as Executor of this my Last Will and Testament. I hereby relieve my Executor from the necessity of posting security in connection with his duties, as such, in any jurisdiction in which he maybe called upon to act insofaz as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executor, in his absolute discretion, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of my death. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of two typewritten pages thi~day ofat , 2000. o LINWOOD L. ORNER Signed, sealed published and declared by the above named Testator LINWOOD L. ORNER as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND I, LINWOOD L. ORNER, Testator whose name is sigaed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. a LINWOOD L. ORNER Sworn or affirmed to and acknowledged before me, by L OOD L. ORNER this` of ~¢2, 2 . ; /'7 /~' ~ Public ' ~--~ NOTARIAL SEAL Cynthia L Darr, Notary f ublic South Middleton ?wp., CouMy of Cumberland AR1' Commission Expires Aug. ~ 4, 200A COMMONWEALTH OF PENNSYL VANIA COUNTY OF CUMBERLAND :SS. and ~}-~~ ~ 1~uvnvne/'~ the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw LINWOOD L. ORNER sign and execute the instrument as his Last Will; that he signed willingly and that he executed 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 la-owledge, the Testator was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed ore me b~ ~j(J/~~ICtHd ~ ~ urtC4 and witnesses, this.~~day of 2000. ~~~ ~ ~ No~'y Pubiic ~~~ 0~~1.11~71 lJrr lr BANK A Tradition of Eaac+ell~e~uae November 3, 2009 Duncan ~ Hartman, P. C. Attorneys at Law One Irvine Row Carlisle, Pa. 17013 RE: Estate of Linwood Orner Dear Mr. Duncan: Please be advised that Orrstown Ban1c is withdrawing their claim against the estate of Linwood Orner. If you have any questions, please give me a call @ 709-3029. Sincerely, . g. ~ Betsy J. Smith Collector P.O. Box 250 • ShippensburA, PA 17257. 717.530.3530. 717.532.4143 fax o~~~~ ~~ A Tradition of Excellence May 21, 2009 To: Duncan &Hartman One Irvine Row Carlisle Pa 17013 From: Traci Yohe Orrstown Bank Customer Service Center PO BOX 250 Shippensburg, Pa 17257 Re: Estate of Linwood Omer Date of death February 25, 2009 IT IS HERERBY CERTIFIED THAT THE ABOVE NAMED DECEDENT, ON THE ABOVE DATE, HAD THE FOLLO ifRVG ACCOUNTS iVITH ORRSTOWN BANK: CHECKING ACCOUNT Account # Title of Account 106000649 Linwood Omer Ricky L Blosser SAVINGSACCOUNT Account # Title of Account 706002492 Linwood Omer Ricky L Blosser CERTIFICATE OFDEPOSIT Account # Title of Account Date opened Prin ' Accrued Interest 02/9/99 108.19 0.00 Date opened Princi Accrued Interest 12107!07 250.90 0.09 Date Opened ~ Accrued Interest P.O. Box 250 • Shippensburg, PA 17257 •717.530.3530 •717.532.4143 fax