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Home My WebLink About02-03-10J 15056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Coun Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN ~~ _ ~~ ~~~" '" ~~~ ~ ~~~~~~ Pq Box zaosol 21 ~; 0 8 = 12 8 2 ~~~ Harrisburg, PA 17128-0601 RESIDENT DECEDENT Date of Birth :March 14, 1952 ~~...._ _....__ ~w._ ~.__ Decedent's First Name MI Kathy ' H Spouse's Social Security Number Spouse's First Name MI .. __..__.~_. ~.... ~_.. __.. W Alan THIS RETURN MUST BE FILED IN DUPLICATE WITH THE __ _, _ _.~~ REGISTER OF WILLS FILL IN APPROPRIf ATE OVALS BELOW #~,7 1. Original Return p 2. Supplemental Return { 3. Remainder Retum (date of death prior to 12-13-82) t 4. Limited Estate { 4a. Future Interest Compromise (date of t 5. Federal Estate Tax Return Required death after 12-12-82) GL3 6. Decedent Cried Testate CD 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Pkoceeds Received p 10. Spousal Poverty Credit (date of death C~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDEN -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number Esquire Firm Name (If Appli able) _ Andrew xC. She~ly, Attorney at Law _ ~~ ____.. __. _ ___ _ .__.~_ ___ __.~~_. r___.__~__ _._ ~.__._..~ First line of address 127 South Market Street Second line of P.O. Box 95 717-697-7050 REGISTER OF WILLS USE ONLY n ~~ ?~? rn- ca ~v3~ w City or Post Office State ZIP Code I -° __ __..._ _ _ ~. ~ .__.. _ _.. mm _._.~._ ~_.__~ _ - Mechanicsburg ~ PA 17055 _...._.. 'Ly IV fV ~~ ' ~., r'~'' rmn c'-` ~~"7 r } `~ ` f .~,~ rn G~ "~ Correspondent's e-rt~ail address: andrewC.Sheely@Verl20n.net Under penakies of pery'u~y, I declare that I have examined this return, inGuding 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. SI TURE OF PERS N~SIBLE FOR FILING RETURN erc ,~.y-v _ ~- l- ~ ~0 AnnRFSG Alan W. Starner, ~~,12 Dishley Drive, Mechanicsburg, PA 17055 SIGN E OF PR~ T N R RESENTATIVE ATF[/ /l r11lRFSR ~~" ~~ Andrew C. Sheely, Esquire, 127 outh Market Sreet, P.O. Box 95, Mechanicsburg, PA 170 5 PLEASE USE ORIGINAL FORM ONLY Side 1 1506051058 15056051058 J 15056052059 REV-1500 EX Decedent's Social Security Number Decedent's Name: Starner, Kathy H. RECAPITULATION ~ ~`v"`-'~ __ 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. Jointly Owned Property (Schedule F) ®Separate Bitting Requested ....... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) t~ Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1-7) .................................... 8. 240.98 ~. .~~~ , 9. Funeral Expenses & Administrative Costs (Schedule H) ..................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................ 10. ' __...._ 11. Total Deductions (total Lines 9 i3< 10) ................................... 11. 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. ~~ 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. O.OOi} -- TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers und~• sec. 9116 (a)(1.2) X .00 16. Amount of Line 14 +~~~ble at lineal rate X .0 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 15. 16. 17. 18. 19. TAX DUE .........................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 240.98 9, 597.27' ..,,._„........,.. „ _....~.. .... ..... ........._q 9,597.27 0.00 ~) 15056052059 Side 2 15056052059 REV-1500 EX Page 3 21 0 8 12 8 2 ~ ~_mw° Decedent's Complete Address: _ DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER Kathy H. Starner 202-42-54 STREET ADDRESS 12 Dishley Drive - ._ --_ - - - ...STATE - - - - - ZIP clN - - Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditsfPayments A. Spousal Poverty Credit ~, B. Prior Payments C. Discount 3. Interest/Penalty if applicably D. Interest E Penalty o.oo - Total Credits (A + B + C) (2) - Total InterestlPenalty (D + E) (3) 4. If Line 2 is greater than Lin 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greaterllthan Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the fax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT .. _ ~ - ~; . PLEASE ANSIIVER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did deced nt make a transfer and: Yes ^ No a. retain a use or income of the property transferred :.......................................................................................... ^ b. retain a right to designate who shall use the property transferred or its income : ............................................ ^ c. retain ~ reversionary interest; or .......................................................................................................................... ^ d. receive the promise for life of either payments, benefits or care? ...................................................................... 2. If death oc~urred after December 12, 1982, did decedent transfer property within one year of death without re~eiving 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 property which contains a (beneficiary designation? ........................................................................................................................ ^ IF THE ANSWER TO ANY ~F THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. _ ,t: ~.~ ~,,,;~. _._~,~..~ n.F :, : ~ ~_.~ ~~,.~ ~~ . W ~ Irv. For dates of death on or after J ly 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. §9'16 (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 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 Jjuly 1, 2000: The tax rate imposed on the nit 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 stepparenk of the child is zero (0) percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the nit 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. §911f6(a)(1}]. The tax rate imposed on the netvalue of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual ~ho has at least one parent in common with the decedent, whether by blood or adoption. i REV-1509 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEpuLE F JOINTLY OWNED PROPERTY ESTATE OF FILE NUMBER KATHY H. STARNER 21-08-1282 11!, an asset was made )olnt within one year of the decedent's date of death, It must be reported on Schedule G. SURVIVING JOINTI TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A~June K. Harvey ' 1860 Holly Drive, Camp Hill, PA 17011 Mother B~L. Michael Harvey, JrI. 6601 Chambers Hill Road, Harrisbur PA 17111 Brother 9, IIII C. I ~I I JOINTLY-OWNED PROP RTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF A5SET q OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST ~ ~ A. 06107/0 Sovereign Bank -Checking Account #0571116868 $722.93 1 /6 $120.49 B 06/07/02 !~ i Sovereign Bank -Checking Account #0571116868 $722.93 1 /6 $120.49 TOTAL (Also enter on line 6, Recapitulation) I $ 240.98 ~~ (If more space is needed, insert additional sheets of the same size) I REV-1511 EX+ (1Q-09) j i~i' Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF KATHY H. STARNER FILE NUMBER 21-08-1282 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL ~XPENSES: I' Neil Funeral Home, Inc. $4,132.27 2. ~ Gingrich II e. ADMINISTI,~ATIVE COSTS: 1. Personal~Representative Commissions: Name(s) of Personal Representative(s) Alan W Starner st}eet address _12 Dishley Drive ci I~' Mechanicsburg state PA zIP 17055 Ye~r(s) Commission Paid: _ Z• AttorneyliFees: 3• Family E~emption: (If decedent's address is not the same as claimant's, attach explanation.) Cl~imant Alan W. Starner strteet address _12 Dishley Drive city Mechanicsburg _ state PA zIP 17055 Relationship of Claimant to Decedent SpOUSe I 4• Probate fees: 5• Accountaht Fees: 6• Tax Returin Preparer Fees: ~• Filing Fee -Office of the Register of Wills TOTAL (Also enter on Line 9, Recapitulation) I $ If more space is needed, use additional sheets of paper of the same size. $1,800.00 0.00 $150.00 $3,500.00 $15.00 9,597.27 NeIIIFunarMHome, Inc. 3401 Market street Camp HIN, PA 170114428 (717) 737-8726 Supervteor :Kevin J, Shlllabeer The lodloaulnp is a datalled bill for the pnafeesional esrvloss endlor merchendbre erronged for Ka4hy H Starner C~ata a< ~3arvkta : Uctaber 20, 2008 Statement Redplent : ~lan W. Starner Statement Gala November 17, 200$ 12 Dlehby Drive Contract Number ; 741100200119 Mechanicsburg, PA 17(55 Arranger Name Daniel C Huff Jr. IrrlGe! 9electlan Flnai 3electgon Dtfleronce Padcege OtAainge Dlrer:tCtt~matlan -' . _ .. ._ $1,688,00 ~ $'1,98S.6D. ._ _ 8esk; Profesefonal S~rvioe Fee Intl Inef --- RetYigeratlon Inc( Inc! --- Transfarrfng Remains to Faneral Hame Incl Ind --- Transfer to cx From C~ematory Ind !nd --- Servics Vehicle Ind Incl --- Tatel Pedcage OfMringe ~i1,995.00 $1,886.00 --- Other Qoode and t3ervlc~ Cn9matory $395.00 $395.00 -- Memartal8poldet $25.00 $25.00 -- . ' Total Outer C3oode and 80rvk~e $420.00 $4Zt).00 .- rr. Merchandise _. .. Concrete tJm VaultlBox}Pa'~nted Concrete t1m Vault $299.00 $299.00 -_- Immediate Cremation Container ..- $95.00 $95.00 Totes Mar~chandtae $299.00 $394.00 ;QBb.QIa Ceeh Advance CerttBed Coptea $90,00 $90.00 ..~. Permft $25.00 ~. $25.00 Cemetery. $895,00 $895.00 ... Clergy / Religious Fadflty $125'.00 $125.00 ._ Inldal 9alactbn NePwapaper Nottoe -- Tonal Ceeh Advance 51,135.00 Total t~ervlcea, Merchsndtae and Cash Ad~sn~ 53,849.00 Taal Gharaa~ (Total ServWes +/ Allawencns + Texas) 58,848.00 ~!, Less Cash Recehred ($4,132.27) unpekl Bslence Due (5283.27) Flnel 9electlon $188,27 61,323.27 64,132.27 54,132.27 ($4,132.27) 60.00 DHbnsnos $188.27 6188.27 63.27 52e3.27 Pia .,. ~e c Free z ~2 Alan Stam 12 Dishley PA 17055 a-~oez2 1 1 Plaque 1 fees. Gingrich Memorials 5243 S9mason F®rnt Road Mechantcsbursa. PA 17050 (71T) 7fi6-5622 Invoice 1/1612009 10/27/2008 __ _ Alan, Kathy Starner Fton Colvin ___-- 2~c oxde~c , a nie~nuxiai~ on ~ItD CX~1 f(4~PZ K~IL~ CQltL~?~. .,.,,~ ,~ i Order Tout: $3,825.00 Payments: $1,825.00 Betanee Due: $1,800.00 ---_ ~ a LAST 'WILL AND TESTAMENT OF ~I KATHY H. STARNER i I, KATHY' H. STARNER, of 12 Dishley Drive, Mech~ _~icsburg, (Lower .Allen Township) , Cumberland County, Penns,~vania, make, publish and declare this as and for my Last Will and Testar. ~ent, hereby revoking all other Wills and Codicils heretofore made by me. I'~, i FIRST: I direct that all inheritance, estate, transfer, succession and de ~th taxes, as well as my just debts and funeral expenses, of any kind whatsc ~ver, which may be payable by reason of my death, sha1L be paid out of e principal of my estate as the same can conveniently be done. ~!, SECOND: I give, devise and bequeath all the rest, residue and rep ainder of my estate of whatever nature and wherever situate, includi g any property over which Y hold power of appointment and togethf ~ with any insurance policies thereon, unto my husband, ALAN'~V. STA,RNER, SR., provided he survives me by thirty (30) days. Tom: Should A.IAN W. STARNER, SR., predecease ute or die on or before the thirty-first {3lst} day following my death, I give, devise and ~bequea t.~i. all the rest, residue and remainder of my estate of whatever nature and wh~xever situate, including any property over which I hold power of ap- pointm ~nt and together with any insurance policies thereon, in equal shares, to ~I i ~, my cl ~ldren, AIAN W. STARKER, JR. and SEAN L. STAR:NER, provided ~ that s ould any of my children predecease me, I give and bequeath such child's share to his issue, per stirpes, and if there be a failure of saane, then I give and b queath such deceased child's share to my surviving child as provided . .. herein ~. FOURTH: In addition to all powers granted to them by Law and by other rovisions of this Will, I give the fiduciaries acting hereixnder the follow ing pc~vers, applicable to all property, exercisable without court approval and effecti e until actual distribution of all property: (A) To sell at public or private sale, or to Lease, for any period of time, << y real or personal property and to give options for sales, exchanges or leases, or such prices and upon such terms (including credit, with or without securit ) or conditions as are deemed proper. This includes the power to give legally ufficient instruments for transfer of the property and to receive the procee s of any disposition. (B) To partition, subdivide, or improve real estate and to enter into ,agreem Ints concerning the partition, subdivision, improvement, zoning or manage ent of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any properi ~ which is of little or no value. (D) To invest in all forms of property, including stocks, common trust fu r~ds and mortgage investment funds, without restriction to investments I ~ 1- authori fed for Pennsylvania fiduciaries, as are deemed proper, without regard to any rinciple of diversification, risk or productivity. {E) To exercise any option, right or privilege granted in insurance policie;; or in other investments. (F) To exercise any election or privilege given by the Federal and other t ~ gift any l cash or debts, laws, including, but not necessarily being limited to, per-sonal income, estate or inheritance tax laws. (G) To make distributions to my herein named beneficiaries in kind or partly in each. (H} To borrow money from themselves or others in order to pay :s, or estate or trust administration expenses, to protect or inciprove any pn~ erty held undex my will, and for investment purposes. (I) To select a mode of payment under any qualifif~d retirement plan (l~ nsion plan, profit sharing plan, employee stock ownership plan, or any other t e of qualified plan) to the extent provided for by the l:~lan or the law. FIFTH: I nominate and appoint ALAN W. STARNER, SR., Execut r, of this, my Last Will and Testament. In the event of the death, resign. ion or inability to serve for any reason whatsoever of ALAN W. STAR c JR., oi' I direc t .~perfor SR., I nominate and appoint my brother, LEON M. HARVEY, .sburg, Pennsylvania, Executor of this my Last Will and Testament. my Executor shall not be required to post security or a bond for the of their duties in any jurisdiction. 3 . my L~ ~; WITNESS WHEREOF, I have hereunto set my hand and seal to this, r Will and Testament, this ~ ~~ day of August , 2001. (SEAL} ALAN 'W~. STARNER, SR. sealed, published and declared by the above-Wanted Testator as and fc r his Last Will and Testament in our presence, who, at }us request, in his preser ~e and in the presence of each other, have hereunto subscribed our. names ~s attesting witnesses. =mar Addre ~ Name ~'C~ t e X7055 ~.1~ ut.Jl,~'r3~~ Addre ~ Narne 4