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Home My WebLink About03-05-10 15056051058 REV-150 0 EX 06 ( -05) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes Po sox 28oso1 INHERITANCE TAX RETURN County Code Year File Number Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 09 0566 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 216-26-7673 ____ _ 06/07/2009 ' 09/24/ 1935 _ Decedent's Last Name __ . _ _ MI Suffix Decedents First Name Powell Dennis .... A __ _ (f Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI owell ..... ........... ............ ;Linda _ __ _. M pause's Social Security Number _. _ _ _ _ _.. _. __ _ _ __ - - - - ____. __. 161-34-4016 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 4. Limited Estate 4a. Future Interest Compromise (date of ,.., " prior to 12-13-82) _ 5. Federal Estate Tax Return Required death after 12-12-82) '! . 6. Decedent Died Testate (Attach Cop of Will) 7. Decedent Maintained a Livin Trust 0 '` 9 _ 8. Total Number of Safe Deposit Boxes y (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 Ic ael A. Scherer, Esq __ ' (717) 249-6873 Firm Name (If Applicable) __ ... _ . aric Scherer __ _.. ___. REGISTER O~ILLS USE Ot First line of address _ __ ~:~• ~'- = ~ ca ~ ~ ~ I ~-.I ~ ~ ~ 9West South Street __ . _ _ - ' ~ ~~~ ,:: =• +`" "'~ ~ f~> t :~ Second line of address __. L!7 ~ ~7 r r} ~ r:.~ , a _ _.. _. ,.. City or Post Office __ _ _ _ _..__ ___. __ _ _ State ZIP Code ~ i _ f ___ ~-~. ,--_.,. DA ~'f°ti.ED . ~. r`~1 _ ~ .. Carlisle PA ' 17013 , _ _.,x ~:'~ __ __. ........................ ............................. Correspondent's a-mail address: mscherer@baricscherer.com 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 other than the personal representative is based on all information of which preparer has anv knnw~arine vwi~n~ vr« ,v,,r rCR.7VIV KtJYVN51tiL~' FAF~ FILING RETURN _ / _ `.~/i~ s .. .. ADDRESS/ Linda .Powell, 15 Derbyshire Drive, Carlisle, PA 17015 SIGNATj~cg~,',~ 7~2~rPARER ~1rHER THAN REPRESENTATIVE ADDRESS ~ ~ ~ ~ Michael A. Scherer, Esq., 19 West South Street, Carlisle, PA 17013 PLEASE USE ORIGINAL FORM ONLY DATE ~~5~~ 1 505605 1 058 Side 1 15056051058 t J REV-1500 EX Decedent's Name: ~e11t11S _... _.w .__.. ......, _ "._ _ ...._._." RECAPITULATION 15056052059 Decedent's Social Security Number A Powell 216-26-7673 1. Real estate (Schedule A). ..... ............. . 1 2. Stocks and Bonds (Schedule B) ....................................... 2. 87,005.55 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. __ 151.33 6. Jointly Owned Property (Schedule F) Separate Billing Requested ....... 6 . 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property - (Schedule G) Separate Billing Requested........ 7. 59,951.92 8. Total Gross Assets (total Lines 1 7) 8 , . , ~" .. .._ .... . ~ ......., . ... 1471 .80 9. Funeral Expenses & Administrative Costs (Schedule H) ......... g ...... .. . __ 7,283.45 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .... 10 ............ . 0.00 11. Total Deductions (total Lines 9 & 10)......... ............ 11 .............. . 7,2 83 45 12. Net Value of Estate (Line 8 minus Line 11 . ............................. 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 139,825.35 _. _. - an election to tax has not been made (Schedule J) ........................ 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ~''~~ 14 ••~ •. . . . " .. _."~..... . ~..w.: ~....w .. 139,825.25 . _ _ 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 0 139,825.25 15. 0 00 16. Amount of Line 14 taxable . at lineal rate X .0 - 16. . ., 7. Amount of Line 14 taxable `` at sibling rate X .12 1 ~ 18. Amount of Line 14 taxable ___ at collateral rate X .15 18 19. TAX DUE .........................................................19. _ _. 0.00 ___ 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056052059 REV-1500 EX Page 3 Decedent's Complete Address: Dennis A Powell STREET ADDRESS 15 Derbyshire Drive CITY Carlisle Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty File Number 21 09 0566 DECEDENT'S SOCIAL SECURITY NUMBER 216-26-7673 STATE ZIP PA 17015 (1) - 0.00 Total Credits (A + B + C) (2) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.tal Interest/Penalty (D + E) (3) Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLnr_kc 1. Did decedent make a transfer and: a. retain the use or income of the property transferred;... .............................................................. Yes ^ No ^ x ......................... 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? ......... ................................................................. ^ ^ 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? ...................................................................... ......................................... 0 ^ 0.00 0.00 0.00 0.00 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 exem,~t 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 [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)j. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblin s is twelve 12 ercent 72 P.S. 9116 a 1.3 . A siblin is defined, under Section 9102, as an individual who has at least one parent in common with the decedentgwhether by blood or adoption. § ()( )] g REV-1503 EX+ (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT tJIAIE OF Dennis A. Powell FILE NUMBER 21-09-0566 --- ~- ••_-.-.. ~ .,~..,, PV41{IVIIOI JIICCW VI uIe same size) All property jointly-owned with right of eurvivnre6in mue{ h_ .1:__I___d __ ~_~_,__, _ REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Dennis A. Powell Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-OWri2d with ~fahf of curvivnreMin rr.~~c~ ~....~:.,-~-__~ __ .._~__ _. . FILE NUMBER 21-09-0566 ~••-•- -r-~~ ~~ ~~~~~~~, nwc~i awnivnai sneers OT ills SaRle SIZe) REV-1510 EX+ (U8-U9) ~ pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Dennis A. Powell SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY This schedule must be completed and filed if the answar t~ a~„ „f mice~inne , F~.,.,,„~ ~ __ ____ ~~. _ , „ __... __ _ . FILE NUMBER 21-09-0566 -~ -- ._ ..---~-i ~~~ ~~~~~~~~~u~ ~nccu vi NaNrr of one same size, REV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF _ Dennis A. Powell SCI~iEDVLE M FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-09-0566 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A. FUNERAL EXPENSES: 1 ~ Hollinger Funeral Home & Crematory B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) None Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City ,State Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant None Street Address City State Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees ~. The Sentinel (legal advertising) 8,. Cumberland Law Journal Zip Zip TOTAL (Also enter on line 9, Recapitulation) I $ (If more space is needed, insert additional sheets of the same size) AMOUNT 3,371.28 3,251.25 159.00 250.00 176.92 75.00 7,283.45 ~t °rl~~~d c-~«~t OF DENNIS A. POWELL I, Dennis A. Powell, of Carlisle, Cumberland County, Pennsylvania, do hereby declare this to be my Last Will and Testament and hereby revoke all Wills and Codicils previously made by me. ITEM ONE: I direct the payment of my debts and the expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. ITEM TWO: I give and bequeath such of my personal property as may be listed on a signed and dated memorandum kept with my Will to the persons named thereon, provided they survive my death. Should such a memorandum not be found with my Witl, it shall be conclusively presumed that none was prepared, and all of my personal property shall pass according to the remaining provisions of this Will. ITEM THREE: I give, devise and bequeath my entire estate of whatever nature and wherever situate to my wife, Linda M. Powell, if she shall survive me by thirty (30) days. ITEM FOUR: In the event my wife predeceases me or fails to survive me by thirty (30) days, and I own 15 Derbyshire Drive, Carlisle, Pennsylvania at the time of my death, I devise 15 Derbyshire Drive, Carlisle, Cumberland County, Pennsylvania to Susan Baer, provided she shall be responsible to pay any mortgage debt secured by that property as of the date of my death. 1 ITEM FIVE: In the event my wife predeceases me or fails to survive me by thirty (30) days, the remainder of my estate shall be divided into four equal shares, and one share each shall be given, per stirpes, to: a. my daughter, Mary Mancini; b. my step-daughter, Kristin H. Swab; c. mygrand-daughter, Kara N. Mancini; d. my in-laws, Glenn H. Mickey and Ann M. Mickey , or individually to the survivor of my wife's parents. ITEM SIX: While in the hands of my fiduciaries, neither the principal nor the income of my estate or any trust created hereunder shall be liable for the debts of any beneficiary hereunder, nor shall the same be subject to seizure or attachment by any creditor of any beneficiary under any writ or proceeding at law or in equity, and no beneficiary hereunder shall have any power to sell, assign, encumber or in any manner to anticipate or dispose of his or her interest in the trust estate or in the income produced thereby. ITEM SEVEN: I direct that no Executrix or other fiduciary named, nominated, or appointed by this my Last Will and Testament shall be required to post any bond or give any security of any type for any purpose whatsoever, any law or rule of the court of the Commonwealth of Pennsylvania or any other jurisdiction to the contrary notwithstanding. I direct that the law of the Commonwealth of Pennsylvania shall apply to any interpretation or application of the validity of this instrument. 2 ITEM EIGHT: My Executrix shall have the following powers in addition to those vested in them by law and by other provisions of this Will, applicable to all property, real, personal or mixed and wheresoever situate, including property held for minors, whether principal or income, exercisable without court approval, and effective, with respect to each item of said property until actual distribution thereof. A) To retain, as investments of my estate or trust, any or all assets of my estate, real, personal, or mixed, without regard to any principal of diversification, and to purchase and acquire real or personal property and to hold any or all of such real and personal property retained or acquired without making the same productive of income. B) To pay all taxes, charges and expenses of maintenance, upkeep, improvements, development, protection, preservation and investment of any retained or acquired real or personal property, such payments to be made from either principal or income as my Executrix shall determine. C) To retain or invest any and all funds, whether principal or income, in any real or personal property without restriction to legal investments; to purchase investments at premiums; to exercise all rights of a security holder or share holder in any corporation; and to lease, mortgage, pledge, give options upon or sell at public or private sale and without approval of any court, any real or personal property, or portion or portions thereof, irrespective of the manner or the means by which the same was acquired by my said Executrix. D) To make payment or distribution herein provided for in cash, kind or partly in cash and partly in kind, at valuations fixed by my Executrix at the time of distribution. 3 COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND : We, Dennis A. Powell, Michael A. Scherer, Esquire and Natasha M. Strine, the testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument of his Last Will and Testament, and that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the Will as witnesses, and that to the best of their knowledge, the testator was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. Sworn to and subscribed before me this the 3 r~ day of November, 2004. . ll'~6~ COMMONWEALTH OF PENNSYLVANIA, Notarial Seal Jennifer S. Lindsay, Notary Public Carlisle Boro, Cumberland County My Commission Expires Nov. 29, 2007 Member, Pennsylvania Association Of Notaries 5 • 0 0 ~° N 0 a r cM Er °' tccQ N c Y/ w•~ W ~M+ ''~^ Vl y O L V / ao 3 x V 3 ~ ~ ~ .- ~- ~. _V ~U ~~° :V _ T`~~~ ~~~~~~I 0 m N ~ ~ m M ~ O ~ T m ~~~ ~JW ~. W ~ o~22Q ^od.mJ °m~~(n U Z 0 o W ~ Q N~•-U w~ W N V C N d d ~F+ a~+ N a' i~ co 0 N O to CO r n n w N L a~ ~ o ~ ~ `~ a ~ ~ C •.. ~ l G O Q 3 ~ v J _E J ~ ~e~~~~ c ~ o' a~i a o o~ cna,mo o .- ~$z~+za R v W ~ W ~ 2Q Or~p~ .- N a 4i O O U e m .~ c ~v a~i y U u w m v .e Q N ~ O ~ U N ~ ~ O N QN N O C7 G m ,O N C ~ 'y _a m ~ .a E m `° °m m ~ m ai m ~ ~ N L L ~ °' a 0 ~ m v ~ ~ U U .~ °e 3 U E ~ ~v E v o N N ~I i ~~~~~~~~~ ~. 60-8226/2313 8/06/09 FEDERAL CREDIT UNION DATE THIS DOCUMENT HAS A WATERMARK FLUORESCENTFIBEAS, CHEMICAL REACTIVE PAPER ABSENCE OF THESE FEATURES WILL INDICATE A COPY. PAY ************* ONE HUNDRED FIFTY ONE DOLLARS AND 33 CENTS ************* -- AMOUNT ********151.33** VOID A~TER 90 DAYS PAY THE ESTATE OF DENNI S A POWE~LL TO THE ORDER OF RUTH IZED SIGNATURE 11' 2!, 366 511' ~: 2 3-L 38 2 26 ?~:0 ~ 3099999811' S~ ~~`RP~