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Home My WebLink About02-19-101505607121 REV-1500 Ex (06-05) OFFICUIL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number Po Box 280601 INHERITANCE TAX RETURN 2 1 0 9 0 9 7 3 Harrisburg, PA 17128.0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATN)N BELOW Social Security Number Date of Death Date of Birth 1 7 8 1 6 6 6 6 4 0 8 0 7 2 0 0 9 0 7 2 3 1 9 2 0 Decedents Last Name Suffix Decedent's First Name MI F I N K E N B I N D E R H E L E N G (If Applicable) Enter Surviving Spouse's Information Betow Spouse's Last Name Suffix Spouse's First Name MI P A U L R F I N K E N B I N D E R Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® 1.Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death pnor to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ® 5. Federal Estate Tax Return Required death after 12-12-82) ® 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of wilq (Attach Copy of Trust) 9. Utigation Proceeds Received ~ 10. 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 SHOULD BE DIRECTED T0: Name Daytime Telephone Number R O G E R B I R W I N 7 1 7 ~4 9 2~ 5 3 Firm Name (If Applicable) ~ o ~~., _"'' REGISTEI~Et1AlILL3 US LY ~ ' ~ j I R W I N & M c K N I G H T P C ~_ ~~ ~ ~ r ~ _~~' First line of address ~,-~~~' m r ` ' "~' 6 0 W E S T P O M F R E T S T R E E T n `~~ ~ '-~ `' - ~' f-- } . _ Second line of address ~- ,o -~, ~ ~-~ -r- ~~ _ , , ~= ~y N ,.. -'r °~ y cn ~. c~ -~, City or Post Office State ZIP Code DATE FILED Clt C A R L I S L E P A 170 1 3 Correspondent s e;-mail address: Under penaltles of perjury, l dedare that I have examined this return, induding accompanying schedules and statements, and to the best of my knowledge and belief it is true, comec;t and complete. Dedaretion of preparer other than the personal representative is based on ail information of which preparer has any knowledge. 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(O alnPa4oS) dlysJO;al~dad-slog ~o dlys~au~ed 'uoge~od~wJ PIaH ~(lesol0 'E h 9'4 0 2 2 .Z .................................. (8 alnPa4oS) spuog Pue s~loo;S 'Z . ~ ........................................ (y alnPa4oS) a;e;sa lean • ~ NOlld'InlIdV03Z1 h 9 9 9 9 2 Q L 2 ~13QNI8N3:INId ' 9 N313H .~„~NB.weP~ea ~agwnN ~unoag leloog s,;uapaoep X3 0056-n32i 'C22L0950S'C r REV-1500 EX Page 3 Decedent's Complete Address: Flle Number 21 09 0973 DECEDENTS NAME HELEN G. FINKENBINDER STREET ADDRESS 320 KERRSVILLE ROAD CITY CARLISLE STATE PA , ZIP 17013 Tax Payments and Credits: 1 • Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments 2.300.00 C. Discount 116.06 3. Interest/Penalty if applicable D. Interest E. Penalty (1) 2, 321.27 Total Credits (A + B + C) (2) 2,416.06 Total Interest/Penalty (D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval 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 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) 94.79 (5) 0.00 (5A) (5B) 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 transfer and: Yes No a. retain the use or income of the property transferred : ...................................................................... ^ b. retain the right to designate who shall use the property transferred or its income; ............................... ^ c. retain a reversionary interest; or ................................................................................................ ^ d. receive the promise for life of either payments, benefits or care? ....................................................... ^ 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 property which contains a beneficiary designation? .................................................................................................. ^ X^ 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 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 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 p2 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)]. 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-150 E~ + (8-98) c. ` ' SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ' FILE NUMBER HELEN G. FINKENBINDER 21 09 0973 All property jointiyowned vdth fight of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 SERIES E SAVINGS BONDS -INVENTORY ATTACHED 2,208.64 TOTAL (Also enter on line 2, Recapitulation) I ; (If more space is needed, insert addfijonal sheets of the same size) REV-1508 IX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER HELEN G. FINKENBiNDER 21 09 0973 Include the pprooeeds of frtigatbn and the date the proceeds were received by the estate. All crouerty binth--0wned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 SOVEREIGN BANK -CERTIFICATE OF DEPOSIT #1695541738 27,416.33 2. 3. FIRST NATIONAL BANK -CERTIFICATE OF DEPOSIT #4106158 BANK OF LANDISBURG -CERTIFICATE OF DEPOSIT #700021912 16,521.03 16,237.75 TOTAL (Also enter on line 5, Recapitulation) I $ (If more space is needed, insert additlonal sheets of the same size) REV-1509 fX + (fr98) ' SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN HELEN G. FINKENBINDER 21 09 0973 H an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. ADDRESS (RELATIONSHIP TO DECEDENT 139 PISGAH ROAD SHERMANS DALE, PA 17090 SURVIVING JOINT TENANT(S) NAME A. PAUL e c JOINTLY-OWNED PROPERTY: 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 ASSET °~ OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENTS INTEREST 1. A. FIRST NATIONAL BANK 32,479.27 50. 16,239.64 CERTIFICATE OF DEPOSIT #4106159 2. A. FIRST NATIONAL BANK 92,720.62 50. 46,360.31 CERTIFICATE OF DEPOSIT #4106175 TOTAL (Also enter on line 6, Recapitulation) I S 62,599.95 (If more space is needed, insert additlonal sheets of the same size) REV-1511 EX + (10-06) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES 8c I" R S; ~ o ~R" ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER HELEN G. FINKENBINDER 21 09 0973 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. HOFFMAN-ROTH FUNERAL HOME 1,102.80 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Street Address City State Zip Year(s) Comm~sion Paid: 2, Attorney Fees IRWIN & McKNIGHT, P.C. 6,500.00 3. Family Exemption: (If decedents address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4• Probate Fees REGISTER OF WILLS 193.00 5 Accountant's Fees TAX PREPARATION 150.00 6. Tax Return Preparers Fees PATRICIA A. ROSENDALE, CPA 350.00 7. REGISTER OF WILLS -FILING FEE 30.00 8. NOTARY FEES 35.00 9. THE SENTINEL -ESTATE NOTICE 187,54 10. CUMBERLAND LAW JOURNAL -ESTATE NOTICE 75.00 TOTAL (Also enter on line 9, Recapitulation) $ o ~,,, ,„ (If more space is needed, insert additional sheets of the same size) ., COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER HELEN G. FINKENBINDER 21 09 0973 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON{S) RECEIVING PROPERTY t)o Not Ltst Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [indude ou ' htsppoousal dlshtbutlons, and transfers under Sec. 9116 (~a (1.2)] 1. PAUL R. FINKENBINDER Spousal 64,776.56 320 KERRSVILLE ROAD JOINT ACCOUNTS CARLISLE, PA 17015 2. DAVID P. FINKENBINDER Lineal 17,194.60 139 PISGAH ROAD 1/3 REMAINDER SHERMANS DALE, PA 17090 3. RUTH M. GARLING Lineal 17,194.60 17 N. WASHINGTON STREET 1/3 REMAINDER SHIPPENSBURG, PA 17257 4. LELA M. ZIMMERMAN Lineal 17,194.60 419 HEISMAN AVENUE 1/3 REMAINDER LEMOYNE, PA 17043 II. 1 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE I B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ more space is needed, insert additional sheets of the same size) A j~ ~ ~ t.~ ~~ ~ .e~~~nt.e~ I, HELEN G. FINKENBINOER, of West Pennsboro Township, Cumberland County, Pennsylvania, declare this instrument to be my last will and testament, hereby expressly revoking all wills and codicils heretofore made by me. 1. I direct my executor to pay all of my debts, funeral and administrative expenses, as soon as convenient after my decease. 2. I authorize and empower my executor to sell any realty owned by me at my death, and not specifically devised or bequeathed herein, at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do if living. 3. I devise and bequeath all of my estate, of every nature and wherever situate as follows: (a) Anything in my name alone, to my three children, ~- ° ~ ;_,_ share and share alike the child or children of , _ ~- ~_ = -- ~ t,_<__; -, any deceased child taking the share their parent _, ; :~ ~= ~ n =:'.= would have taken if living. '!!1 ~-' ~~_~ ~ (b) All the rest, residue and remainder to my husband, ~- p cr+ C_ O " 7 ~, ~ Paul R. Finkenbinder, providing he shall survive me by sixty days. 4. Should the gift in Paragraph No. 3 not take effect, I devise and bequeath all of my estate of every nature and wherever situate to my three children, share and share alike, the child or children of any deceased child taking the share their parent would have taken if living. 5. I nominate and appoint Paul R. Finkenbinder to be the executor of this my last will and testament, he is to serve as such without bond. Should he die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and appoint David P. Finkenbinder, Lela M. Zimmerman and Ruth M. Finkenbinder, as substitute executors, also to serve as such without bond, with the same powers as are given herein to my executor. 6. I hereby suggest that my personal representative retain the services of Irwin, Irwin & McKnight, as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~1~ day of July, 1986. ~, ~, ..4= ~'~r~'~.~/~ ~ SEAL ) ELEN FINKENBIND R Signed, sealed, published and declared by Helen G. Finkenbinder, as the testatrix above named, as and for her last will and testament, 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. ` ~ ~ r `J ~i .~ ~~el~'%f~~.~ ~J JX/~ .~"1~ / .. AGKNOWLEDGEl~ENT AND AFFIDA~I-IT _._____.._.r_ WE, HELEN G. FINKENBINDER, BETZI A. MORRISON and SHARON L. SCHWALM, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Wi11 and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in their presence and hearing of the testatrix signed the Will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. N G.f INK B I Mt S • SH ON L. CH LM COMMONWEALTH OF PENNSYLVANIA: ss. COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by HELEN G. FINKENBINDER, the testatrix, and subscribed and sworn to before me by BETZI A. MORRISON and SHARON L. SCHWALM, witnesses, this 2,1''~ day of July, 1986. /~, ~ -~ I ~• ~ - ~ +~.._. Rocwlra. I;flTARY 's'UBIIC CARII ~ 80 , C0;,1$ERtAND COUNTY MY CO fil ON EXPIRES OCT. 3, 1988 . *~y ~oo~ o a.aa ail;uiv' ~d o~ ~ N r« n~.~-m ~'NNa --m a° o m ommo' • ., d~~~ 7c cn ~+ 3 a N `~ to a, t°cu o- ~ m m a~~m~' ooo~'.~, mn~~ ?~ ~ a Sc_Z~Z3 o3~m ~~ ~a . ~_~~,~~ N ~4Z~ @, ~ ~ ~ ~- ~~'~ ~~ 3 O..+ N N ~•~GQN m m ~. C~ ~ ~ ~ ~ IL ~~ ~~ ~. ~ ~ ~ 3 O ~ ~r+ N tD ~ ~^^~ i~ -• G ~ _ mo~Z~ ~~~ , a ~~g c?v ~?.o. a ~ O N N 7~ 3 3 ~ N r `QCO c v+ a' a~~~ m~~N o m as -~ m 0 W G N ~ ~, Q -.{ N ~D Product Change is: CONTAC HELEN G SSN/TIN: Work Phone: Celt Phone: Fax Phone: ~'~ ~~ ~ f ~ ~. ~~ J ~ Page 1 of 1 User: dswan er Name: Debra E Swanger Enc ~~~w{y a3- aor~~l >E C GE Mid Atlantic [6017] -TION FINAL PRODUCT INFORMATION )ER 1. Verify the information below g 2. Select "Submit" to complete the transaction. 3. To change the maturity date, term, or rate variance, select "Re-Enter Details". 249-1566 4. To select a different product, use "Select Different Product". 5. "Submit" to complete th Maturity Date: 1010612009 Reason: Interest Rate: 3.05°k Product Rate Variance: Statement Option: No Statement ~~- RMATION Account Information r Log A Customer Prot:lem Account Number: 1695541738 Application: TD Product Description: (T617) 18 Month Indexed CD (Sov Premier} Account Status: Active Balance: X26,391.37 Region: West Shore Branch Name: North Middleton Grace Status: Within Grace Gracelt_ead Time ACCOUNT IS WITHIN GRACE DAYS Date Information Maturity Date: 04/06/2009 /` Issue Date: 04/06/2008 Recalc Effective Date: 04/06/2008 ~ ~`~ Open date: 04!0612007 ~ `~t~ . ~ ^\.J ~` ~\ ~r . \ ` \~~ \~ Interest Information Interest Rate: Deposit Type: Interest Disposition: Interest Payment Frequency: APY: Renewal Code Hood Information Hold Description: Hold Amount 3.30% Growth Certificate Office Pickup End Of Month 3.35% Renew Principal and I .ter ; V~ ~~. ~~ Number of Hold: Effective Date: - - Signature: ~ ®ate:_ ~ ~~ OjMijflintown PO BOX 96 MIFFLINTOWN PA 17059 RESPONSE TO ACCOUNT INQUIRY TO: Roger B Irwin, Irwin & McKnight, PC DECEDENT : Helen G Finkenbinder DATE OF DEATH: 08/07/09 SOCIAL SECURITY#: 178-16-6664 We held account (sl in which this decedent had an interest at the t;me of h;c/her r~eath ac fnllnwc• ACCOUNT OWNER(S): HELEN G FINKENBINDER & PAUL R FINKENBINDER Type of Account: CERTIFICATE OF DEPOSIT Account #: 4106159 Principal Balance at D.O.D.: $32,479.27 Interest Rate: 4.15% Original Opening Date: FEBRUARY 15,2008 Interest to DOD: $88.56 ACCOUNT OWNER(S): PAUL R FINKENBINDER & HELEN G FINKENBINDER Type of Account: CERTIFICATE OF DEPOSIT Account #: 4106175 Principal Balance at D.O.D: $92720.62 Interest Rate: 3.90% Original Opening Date: February 29,2008 Interest to D.O.D: $79.28 ACCOUNT OWNER(S): HELEN G FINKENBINDER Type of Account: CERTIFICATE OF DEPOSIT Account #: 41C16158 Principal Balance at D.O.D.: $16,334.56 Interest Rate: 4.15% Original Opening Date: February 15,2008 Interest to D.O.D: $44.64 Penalty is waived on withdrawal cedent's fund before maturity: Ye-~ No Safe Deposit Box: Yes No First Community Financial Corp. stock or other securities: Yes No Trust Dept. Accounts: Yes No 0~++++~/-`,ESC Authorized Signature/ Title i~- ig- coq Date ' Service Center 2000 Wade Hampton Bivd Greenville, SC 29615-1064 Toll Free: 1.800.821.7887 Fax: 1.864.609.4713 Mailing Address: PO Box 19074 Greenville, SC 29602-9074 Suneea the:retire~nent specialist November 11, 2009 ~ECEIVEC Irwin & McKnight, P.C. West Pomfret Professional Building NOV 2 3 2009 60 West Pomfret Street Carlisle, PA 17013-3222 IHWIN & McKNiGHF LAW OFFICES Subject: Insured: Helen G Finkenbinder Policy: 6265714A Dear Sir/Madam: Thank you for your correspondence dated November 6, 2009, concerning the above referenced insured. In order to process the claim recently reported to us for this policy, we need the following: 1. Claim Form completed by each beneficiary (form enclosed} 2. Policy (if available) The beneficiaries are David P. Finkenbinder, Lela M. Zimmerman and Ruth M. Garling, children of the insured. If the beneficiaries wish to assign proceeds to a Funeral Home, the funeral home must provide an Assignment of Proceeds and its Federal Tax ID Number. This form is obtained and completed by the Funeral Home. The owner of this policy is Helen G Finkenbinder. The issue date is March 8, 1976 and the value as of the date of death is $9,534.00. If you are interested in a Settlement Option Alternative rather than a lump sum payment, please let us know and we will review the options with you. If you have any questions, please feel free to contact us at our toll-free number listed above. Sincerely, Claims Service Center -- -_ _~ _~_... .~- ..... ,u.o., ,emu ~.~~ ~ .rl. f1 fC'fJJ lC3 1D.1 ''- `FUNERAL HOME & CREMATORY, INC .~~;.- David P. Finkenbinder 139 Pisgah Road Shermans Dale, PA 17090 219 North Hanover Street Carlisle, Pennsylvania 17x13 717.243.4511 loll free 1.866.451.4511 fox 717,243.3723 www.hottmonroth,com info~hoflmanroth,com February 1, 2010 Statement of Funeral Expenses for. Helen G. Finkenbinder Date of Death: August 7, 2009 Account Id: 15697-181 PACKAGE: Traditional Funeral Service TRADITIONAL FUNERAL SERVICE PACKAGE $ 4,350.00 Sub Total: ~ 4,350.00 MERCHANDISE: Casket: Monarch $ 2,190.00 Sub Total: S 2,190.00 TOTAL FUNERAL HOME CHARGES: ~ $ 6,540.00 CASH ADVANCES: Westminster Memorial Gardens $ 1,495.00 12 Certified Death Cetfificates at $ 6.00 each $ 72.00 Newspaper Notice -Sentinel $ 155.74 Newspaper Notice -Patriot $ 306.57 Clergy $ 100.00 Flowers $ 180.20 News Chronicle $ 35.00 Sub Total: $ 2,344.51 Total Funeral Expense: $ 8,884.51 Total Payments Made: $ 8,884.51 Payments made: Family Service Life Ins Check 492071 Aug 31, 2009 7,781.71 David Finkenbinder Check 1869 Sep 9, 2009 1,102.80 Total Balance Due: ~ o_oo Please return this portion with your Remittance S Amount Enclosed Helen G. Finkenbinder Service ID #: 15897-181 SERVING OUR COMMUNITY SINCE 1 907