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Home My WebLink About02-26-10 (3) C3 J 1505607121 O6 OS REV-1500 EX ( - ) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes PO BOX 280601 INHERITANCE TAX RETURN County Code Year File Number Harrisburg, PA 17128-0601 RESIDENT DECEDENT (~ ~ ~ ~ i ^~ J UJ _I ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 2 0 1 1 6 5 9 7 3 0 7 0 5 2 0 0 9 0 9 0 6 1 9 2 2 Decedent's Last Name Suffix Decedent's First Name MI M U R T O F F R O B E R T G (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 0 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise {date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) ^X 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation 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 J O H N H B R O U J O S E S Q U I R 7 1 7 2 4 3 4 5 7 4 Firm Name (If Applicable) First line of address 4 N O R T H Second line of address City or Post Office C A R L I S L E H A N O V E R S T R E E T State ZIP Code REGISTEI~F WILLS USE~LY ~~ o j' ~ ~) ~R f.A 'IZ ' -~ c, r I :: , C j _ .. ; ~,rli N ~; C ~ C , ~7'~'~1 ~ ~ ~ .A I...~ t - • V ~ATE{FILED W P A 1 7 0 1 3 U'1 Correspondent's a-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer ocher than the personal representatwe is based on all information of which preparer has any knowledge. SIGNATU E C~F PERSON RESPONSI LE FOR FILING RETURN DATE ~ `~.~ ~~,.2. ~~ 2 ~as is A r]RFRR 217 FORGE ROAD BOILING SPRINGS PA 17007 SIGNATUR~EPAI~CER~OTHER THAN REPRESENTATIVE DATE 4 NORTW HANOVER STREET CARLISLE PA 17013 • PLEASE USE ORIGINAL FORM ONLY Side 1 1505607121 1505607121 J , ~~ 1505607221 REV-1500 EX Decedent's Social Security Number Decedent's Name: ROBERT G• M U R T O F F 2 0 1 1 6 5 9 7 3 RECAPITULATION 1. Real estate Schedule A 1. 1 6 0 0 0 0. 0 0 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. 1 0 5 1 1 . 5 5 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) .................... ..... .. 8. 1 7 0 5 1 1. 5 5 9. Funeral Expenses & Administrative Costs (Schedule H) ......... ..... .. 9. 3 8 3 4 . 0 D 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ..... ..... .. 10. 1 3 0 4 • 0 0 11. Total Deductions (total Lines 9 & 10) .................... ..... .. 11. 5 1 3 8 . 0 0 12. Net Value of Estate (Line 8 minus Line 11) .................. ..... .. 12. 1 6 5 3 7 3 . 5 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. 1 6 5 3 7 3 . 5 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 .0 0. 0 0 15. Q. Q Q 16. Amount of Line 14 taxable at lineal rate x o.oa5 1 6 5 3 7 3. 5 5 16. 7 4 4 1. 8 1 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 0. 0 0 1 g Q• Q Q 19. Tax Due ................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 7 4 4 1. 8 1 Side 2 L 1505607221 1505607221 REV-1502 EX + (6-98) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ROBERT G. MURTOFF 0 0 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real roe which is ointl -owned with ri ht of survivorshi must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Dwelling located at 1522 McClures Gap Road 160,000.00 Settlement date 12.10.09 HUD-1 attached TOTAL (Also enter on line 1, Recapitulation) $ 160.000.00 (If more space is needed, insert additional sheets of the same size) -~~- ~ Settlement Statement A. LAW OFFICES U.S. Department of Housing and Urban DeveloK>ment 7~ '~,( J7']~ j (~' ~ ~ /( ~]~ T~G~~ OMB No. 2502-0265 (expires 11/30/2009) ~ ~ j` 11! ~/ j1 V (~ 1 VI 1 ~I B. TYPE OF LOAN 1. ^FHA 2. ^FmHA 3. ^Conv. Unins. WEST POMFRET PROFESSIONAL BUILDING 4. ^VA 5. ^C:onv. Ins, 60 WEST POMFRET S TREET 6. FILE NUMBER 7. LOAN NUMBER CARLISLE, PENNSYLVANIA 97093-3222 RHOADESS12-09 (797) 249-2353 I 8. MORTGAGE INSURANCE CASE NUMBER is rm is umis o give you a s eme o a ua se ame cos s. u pa o a Note: Items marked `(p.o.c.)- wero pakt outside the closing; they are shown Mrs for information purp C y se amen agan are • wn. oses and are not included in the totals. TitleEXpreSS Settlement System . WARNING: K is a crime to knowingly make false statements to tM United States on this or a o Section 1~0 C d ~8 U S tMr similar form. Penakies upon Printed 12110/2009 at 10:43 JMR ~ and section Soto o e . . conviction can include a fine and Im risonment. For details see: Tkle . D. NAME OF BORROWER: STEPHANIE L. RHOADES j ADDRESS• 1117 Mountain Road, Newburg, PA 17240 E. NAME OF SELLER: ROBERT G. MURTOFF ESTATE ADDRESS: 1522 MCCLURES GAP ROAD CARLISLE PA 17015 F. NAME OF LENDER: ORRSTOWN BANK ADDRESS: 77 EAST KING STREET SHIPPENSBURG PA 17257 G. PROPERTY ADDRESS: 1522 MCCLURES GAP ROAD, Carlisle, PA 17015 i Lower Frankford Township i H. SETTLEMENT AGENT: 18M REAL ESTATE SERVICES, LLC, Telephone: 717.249-2353 Fax: 717-249-6354 i PLACE OF SETTLEMENT• West Pomfret Professional Bldg, 60 West Pomfret Street, Carlisle, PA 17013 r.IT n~rr. 47I~AI7Afll] V~ ~~J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER 101. Contract sales rice 160 000.00 401. Contract sales rice _ 160 000.00 102. Personal Pro rt 402.. Personal Pro rt . 103. Settlement char es to borrower line 1400 3 520.00 403. 104. _ 404. r Adjustments for items aid b seller in advance Adjustments for items aid b seller in advance 107. Count taxes 12110109 to 12131109 19.67 407. Count taxes 12110109 to 12131109 19.67 108. School Tax 12110109 to 06130110 944.05 408. School Tax 12110109 to 06130110 944.05 109. 409. 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 164483.72 420. GROSS AMOUNT DUE TO SELLER 160 963.72 200. AMOUNTS PAID BY OR ON BEHALF OF BOR ROWER 500. REDUCTIONS IN AMOUNT DUE'TO SELLER 201. Deposit or earnest money - 5 000.00 .501. Excess De sit see instructions 1 Adjustments for items unpaid by seller I Adjustments for items unpaid by seller ~ 213. 513. 214. 514. 215. 515. ~~ a 516, -- 220. TOTAL PAID BYIFOR BORROWER 300. CASH AT SETTLEMENT FROM OR TO 301. Gross amount due from borrower (line 120) 302. Less amounts paid by/for borrower (line 220' 303. CASH FROM BORROWER 1 1 1 600: CASH AT 601. Gross amc 602. Less reduc 603. CASH TO AMOUNT qUE SELLER I 1 :NT TO OR'FROM SEL_L_ER _ :Iler (line 4201 T 16 riua seller (line 5201 1 REV-1508 EX + (6-98) SCHEDULE E CASH, BANK DEPOSITS, ~ MSC. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER ROBERT G. MURTOFF 0 0 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Members 1st Federal Credit Union, 5000 Louise Drive, P. O. Box 40 5,810.01 Mechanicsburg, Pq 17055 AC# 14834-11 (checking) 2. Members 1st Federal Credit Union, 5000 Louise Drive, P. O. Box 40 53.29 Mechanicsburg, PA 17055 AC# 14834-00 (savings) 3. Household Effects, net from sale at auction on 9.9.09 1,653.25 Rowe's Auction Service, 2505 Ritner Highway Carlisle, PA 17015 (attached) 4. 1995 Jeep Cherokee VIN No.: 1J4G278Y55C678925; Miles 45433 2,995.00 Estimate attached (to son for $100) TOTAL (Also enter on line 5, Recapitulation) ~ $ 10,511.55 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER ROBERT G. MURTOFF 0 0 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Hollinger Funeral Home/Crematory Inc., 501 North Baltimore Avenue Mt. Holly Springs, PA 17065 Pre-paid(?) 0.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Lucian, Enck Street Address 217 Forge Road c;ty Boiling Springs state PA zip 17007 Year(s) Commisslon Paid: 2 Attorney Fees John H. Sroujos, Esquire, 4 North Hanover Street, Carlisle, PA 17013 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. Probate Fees Petition Itrs test, will, short certificate, JCP fee, renunciation, codicil 5. I Accountant's Fees 6. { Tax Return Preparer's Fees 7 TOTAL (Also enter on line 9, Recapitulation) $ 0.00 3,500.00 334.00 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (12-03) SCHEDULE 1 CONMAONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES ~ LIENS RESIDENT DECEDENT ~ ESTATE OF FILE NUMBER ROBERT G. MURTOFF 0 p Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Diversified Appraisal Services, 36 East High Street, Carlisle, PA 17013 275.00 Appraisal of 1522 McClures Gap Road, Carlisle, PA 17015 2. IHomewreckers, LLC, P. O. Box 1381, Carlisle, PA 17013 I 300.00 Trash haul 3. Homewreckers, LLC, P. O. Box 1381, Carlisle, PA 17013 277.64 Trash haul 4. (Boiling Springs Service Center, 1335 Lutztown Road, Mechanicsburg, PA 17055 I 103.77 Inspection of Decedent's car 5. (Adams Electric, 1338 Biglerville Road, Gettysburg, PA 17325-1055 I 47.59 Last electric bill 6. Jai Enck, 409 East Old York Road, Carlisle, PA 17015 300.00 Housecleaning and carpet removal TOTAL (Also enter on line 10, Recapitulation) I $ 1 304 00 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (9-00) SCHEDULE) BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ROBERT G. MURTOFF 0 0 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (12j] t. Lucian R. Enck (Daughter of Decedent) Lineal 217 Forge Road 50°l0 Boiling Springs, PA 17007 2. Jennifer L. McAlister (Daughter of Decedent) Lineal 349 Kerrsville Road 50% Carlisle, PA 17013 I ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 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 lS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ONLINE 13 OF REV-1500 COVER SHEET I $ (If more space is needed, insert additional sheets of the same size) Will I, Robert G. Murtoff, of Lower Frankford Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. Item One: I direct that all my debts and funeral expenses including my gravemazker shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. Item Two: I give, devise, and bequeath my entire estate to my wife Rose M. Murtoff, if she survives me by 60 days. In the event that she predeceases me or is not then living on the 61st day after my death, then I give, devise, and bequeath my entire estate to my children Lucian R. Enck, 217 Forge Road, Boiling Springs, PA, 17007 and Jennifer L. McAlister, 349 Kerrsville Road, Carlisle, PA, 17013, equally, share and share alike, per stirpes.. Item Three: I appoint my children Lucian R. Enck and Jennifer L. McAlister Executrices, or the survivor as Executrix, of this my last will, with the same rights, powers, and duties. Item Four: I appoint my children Lucian R. Enck and Jennifer L. McAlister or the survivor thereof as Guardians/ Trustees of any property which passes to any person under the age of 21 years and with respect to which I am authorized to appoint a Guardian/Trustee and have not otherwise specifically done so, with the same rights, powers, and duties. Guardian shall establish separate guardianship accounts and shall have the power to use income from time to time for the beneficiary's education, including technical and vocational training and graduate school, travel, support, and welfaze without regard to his or her parents' ability to provide for such education, travel, support, and welfare, or to make payment for these purposes, without further responsibility, to the beneficiary or to the beneficiary's parents or to any person taking care of the beneficiary. Guardian shall administer the account until the beneficiary becomes 18 years of age, at which time the Guardian shall transfer the principal and income remaining in the separate guardianship account to my Trustee, being the same person as my designatEd Guardian, who shall then administer a trust account, of both principal and income and any other funds transferred to the accounts designated, for the beneficiary's education, including technical and vocational training and graduate school, travel, support, health, and welfare. When the guardianship or trust account is less than $5,000.00 or the beneficiary of the separate trust becomes 21 years of age, the share of the beneficiary remaining in the account shall be paid to the beneficiary in full and the guardianship or trust terminated. In the event of the death of any beneficiary after my decease and prior to reaching the age of 21 years, his or her share shall be distributed equally among his or her children, equally; otherwise to my surviving children or child, per stirpes, to be administered in accordance with the guardianship and/or trust provisions. No interest under this instrument shall be transferable or assignable by any beneficiary, or be subject during its life to the claims of creditors. Guardian and Trustee shall not be required to file accountings with any court. In the event that any provision of this will shall be interpreted to violate the Rule Against Perpetuities, then the remaining provisions of this .~ will shall not be invalid. Trustee shall administer the trust and dispose of assets so as not to violate the rule, making distribution as required to a life or lives in being plus 21 years. Item Five: All estate, inheritance, succession, and other taxes, imposed or payable by reason of my death, and interest and penalties thereon, with respect to all property comprising my gross estate for tax purposes, whether or not such property passes under this will, shall be paid out of the principal of my residuary estate, without apportionment or right of reimbursement. In the event that a substantial portion, as determined in the sole and absolute judgment and discretion of my Executor, of the non-probate assets such as an annuity or mutual funds are directed to be paid to a beneficiary or beneficiaries, so that the taxes referred to herein would be paid out of the probate residue passing to the beneficiary or beneficiaries of this will (whether or not the same as the beneficiary or beneficiaries under the non-probate assets), my Executrix, in the Executrix's sole and absolute judgment and discretion, shall direct or have the right to allocate the full or partial payment of the taxes to the beneficiary or beneficiaries of the non-probate assets. Item Six: I direct that my personal representative or guardian shall not be required to give bond for the faithful performance of their duties in any jurisdiction. Item Seven: In addition to the rights and powers given to the fiduciaries by law or elsewhere in this will, I give to my Executrix during the full time necessary for the administration of my estate the following rights and powers to be exercised in her sole discretion. A. To retain any real or personal property which may at any time form a part of my estate so long as he or she deems it advisable. B. To invest in any real or personal property without restrictions as to legal investments. C. To repair, alter, improve or lease for any period of time any real or personal property and to give options for leases. D. To sell at public or private sale, for cash or credit, with or without security, to exchange or to partition, to mortgage or pledge real or personal property, and to give options for leases. E. To make distribution in kind. F. To compromise claims. IN WITNESS WHEREOF, I have hereunto set my hand this ~ / _ day of October, 2004. Signed r obert G. Murtoff ~~ The preceding instrument, consisting of this and two other typewritten pages each identified by the signature of the Testator was on the day and date thereof signed, published and declared by the Testator therein named as and for his last will, in the presence of us, who at his request, in his presence and in the presence of each o er a subscri ed o ames. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss We, John H. Broujos and Melissa S. Kiner, 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 the Testator sign and execute the instrument as his last will; that he signed willingly and 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, the Testator was at the time 18 or more years of age, of sound mind and under no constraint o Sworn and subscribed to before met 's ~ day of tober, 2004. ~ ~~~ N TARY PUBLIC Notarial Seal Bridget Ann Corcoran. Notary Public Cazlisle Boro, Cumberland County My Commission Expires lone 10, 2006 Member. Pennsyhrania Associationof Notaries COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss I, Robert G. Murtoff, whose name is signed to the attached document, 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 as my free and voluntary act for the purposes therein expressed. /. ' ~ _~y` Robert G. Murtoff, Testatrix Sworn and affirmed to and acknowledged before me this (L`' day~of October, 2004. ` Notarial Seal l ~ rum Bridget Ann Corcoran, Notary Public ~7/Y Carlisle Boro, Cumberland County NOT RY PUBLIC My Commission Expires lone 10, 2006 Member PPnnsvwaniaAS.sociationotNOtaries