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HomeMy WebLinkAbout03-25-10tfi O Ca U. W p~ m o {~ ® ~~r N f Y1 ~ W ` ~ ~ ~.!.+ a~ o ~~:;~a a, ~' ¢ ``' R `a ;` 7 ,~ ~ r, ~ cv a. ~~> ~. ~^~, u~> ~~1fNf1 ~`~ ~~ ~c .ti f ~' . ~n . ~~~ ~.~~ e.Mi r', ly_, . { _. ._ ~, , r ,, _ F __ :.w,. ~.D ~. ~ ~ '7 ~ `.rr,-- c::V_ _ _ cv u..1 '~ 1==-:. ~~ U ~u . , d C~ c3 U cv U w° ~ ~~_M ~r~rr~ '~ i~ '" \\~ M O O `~ ~ +-+ .--i ~ O O a~ . ~ C+ ~ ~ ~ ~ Q 3 `~ SCHRACK ~e~ LINSENBACH LAW OFFICES 124 W. HARRISBURG ST. P.O. BOX 310 DILLSBURG, PA 17019-0310 Attorneys PHONE (717) 432-9733 WM. D. SCHRACK III FAX (717) 432-1053 BRIAN C. LINSENBACH March 23, 2010 ~~ ~ ~ ~ ~ ~ ~ ~ - l Register of Wills _. ~ -' ? , ~~ - ~ ' Cumberland County Court House rri ~ ti;, ~ ? ~ cdo `- ' ' . One Courthouse Square r Jr , J ~ '~.~1 "' ~~~ "~`' ` yam, ~l _ f Carlisle, PA 17013 ~-~,~ ....~. ._.. ~ - Re: Estate of Michael J. Grassmyer D/D: December 2, 2007 File #: 21-2007-1132 Dear Register: You will find enclosed herewith two copies of the REV-1500 form filed on behalf of the Administrator of the above-noted estate. This submission is accompanied by a copy of the front page of the Return, which I ask be time-stamped and returned in the enclosed envelope. Also enclosed is our trust account check for the sum of $15.00, which represents the filing fee due on the Return. Thank you for your attention to this request. Sincerely, Brian C. Linsenbach SCHRACK &LINSENBACH BCL,/jsg enc. J 1505607120 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO 80X.280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 0 7 113 2 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 198 56 2715 12 02 2007 04 17 1960 Decedent's Last Name Suffix Decedent's First Name MI GRASSMYER MICHAEL J (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number FILL INAPPROPRIATE OVALS BELOW X^ 1. Original Retum ~~ 4. Limited Estate -' g Decedent Died Testate ' ~ (Attach Copy of Will) MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Retum ~ 3, Remainder Return (date of death prior to 12-13-82) 4a. Future interest Compromise ~ 5. Federal Estate Tax Return Required (date of death after 12-12-82) 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe De osit Boxes (Attach Copy of Trust) p 9. Litigation Proceeds Received ~ 1 p, Spousal Poverty Credit date of death 11, Election to tax under Sec. 9113 A between 12-31-91 and -1-95) ~ (Attach Sch. O) ( ) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number BRIAN C. LINSENBACH 717 432 9733 ~.~.~ Firm Name (If Applicable) SCHRACK & LINSENBACH PC First line of address 124 W. HARRISBURG ST., Second line of address P. O. BOX 310 City or Post Office DILLSBURG P. O. BOX 310 State ZIP Code PA 17019 Correspondent's a-mail address: b l i n s e n b a c h@ c o m c a s t. n e t C ~ ~~ _-~ REGISTER ©~ _. LS USE-}NLY 1~' -~ .1 rf I r - ("~ w~.,s ~. r (.'._ _., _. ... f _ , j ~ r2 ~~'_i :: ~ DATE FILED "'" -~ r -j .t .~ _. _~ =~ -`i •._3 c.. 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 persona representative is based on all information of which preparer has any knowledge. John I. Grassmyer 75 Pine Street, Dillsburg, PA 17019 SIGNATURE OF PREPARER ER THAN REPRE TATIVE DATE ------"~" Brian C. Linsenbach Esq. ~ ~' t-~-- ~ ADDRESS 124 W. Harrisburg Street, Dillsburg, PA 17019-0310 Side 1 L 1505607120 1505607120 J J 1505607220 REV-1500 EX Decedent's Social Security Number DecedenPsName: Michael J. Grassmyer 19 8 5 6 2 715 RECAPITULATION 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 De osits & Miscellaneous Personal Pro e P p rty (Schedule E) ................ 5. 2 , 5 7 5 . 0 6 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. 2 , 5 7 5 . 0 6 9. Funeral Expenses & Administrative Costs (Schedule H) ...................................... 9. 9 , 5 8 4 . 6 3 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 3 , 0 4 0 . 3 7 11. Total Deductions (total Lines 9 & 10) .............................._.................................. 11. 1 2 , 6 2 5 . 0 0 12. Net Value of Estate (Line 8 minus Line 11) .............................._.......................... 12. - 1 0 , 0 4 9 . 9 4 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 0 , 0 4 9 . 9 4 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 .00 0. 0 0 15• 0. 0 0 16. Amount of Line 14 taxable at lineal rate X .045 0. 0 0 16• 0. 0 0 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 18• 0. 0 0 19. Tax Due ............................................................................................................... 19. 0 . 0 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 1505607220 1505607220 J REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME Michael J. Grassmyer STREET ADDRESS 9 Terri Drive CITY Carlisle Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 File Number 21-07-1132 STATE Total Credits (A + B + C) Total Interest/Penalty (D + E} 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT Check box 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 theTAX DUE A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is theBALANCE DUE ZIP PA 17013 (1) 0.00 (2) 0.00 (3) (4) (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 :....................................:.... ......................... ........... 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? ............... x .............................. 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? ................................................................................................................ ^ ^ 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 statutedoes not exemota 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)]. 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)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Rev1508 EX+ (8-88) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Grassmyer, Michael J. FILE NUMBER 21-07-1132 Include the proceeds of litigation and the date the proceeds were received by the estate. All propeRy jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION 1 Commerce Bank -balance in checking account #0537946345 2 1995 Jeep Cherokee SE Sport Utility 4D -POOR condition (missing gas tank and other parts; not inspected in last two years) (see attached Kelley Blue Book information) 3 1998 Pontiac Grand Prix SE Sedan 4D -FAIR condition (see attached Kelley Blue Book information) VALUE AT DATE OF DEATH 0.06 400.00 2,175.00 TOTAL (Also enter on Line 5, Recapitulation) I 2,575.06 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) ~omr~erce °--~~ommerce Bank/Harrisburg N.A. P.O BOX 4999 Bank Harrisburg, Pennsylvania 17111-0999 1-888-937-0004 0184021NY1N00000139 MICHAEL J GRASSMYER 9 TERRI DR CARLISLE PA 17013 We're here 7 days a week, 24 hours a day at 1-888-937-0004. TOTALLY FREE CHECKING 0537946345 ::~CB€~rieil~:gaiadce as .:...:. :::>: 1}:11 <~» . 4 ;::: ;<.;::; ::.;.::;:::.Les9:: ~ .::~ ...c.~~sa~d:.~t~ r:#J~bit~<.: ; .>:.: >::<;.:.. ~ :.:: ~::...:... < ::.> ::: :.:.:....:..:: ~.>::.;.:.:......:...: ~ : , ?:.:.... Transactions By Date Date Description Debit Credit Balance 11J37f41T POS DEBIT 11f27 S!OU tsl4[itT ~0,~~ $0:06 FOOD STOR931O.GARLiSLE PrR 12/19/07 CLOSING WITHDRAWAL $0.06 $0.00 EFFECTIVE: JANUARY 1, 2008 - I~' YUUFt BANK CHECK CARD OR ATM CARD IS INACTIVE FOR ONE YEAR THE CARD WILL BE CLOSED. 016 Closed ___ Page 1 of 2 4-~ O M cu c~ a U ti Q1 ~I . ~~y +~ c~ .~ a 0 0 a~ a~ a' ~~~ ., _ ^ 1 - ~ tl A 5 ~ J i ~/ ,~ f'v ~ O !O U ~~ VJ U ;~ QI QJ .U ~ L N ~ ~ u . > v w co ~ ~ ~ v~ o ~ v ~ > ~ ~ v :! Q~ ~ ~ ~ "- ~ t11 O O O u V ~ Ol ocnvrs tea. ;~ ~ ~., a > - ~ __ ~ _ rG _- . . 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L~ ~ O ~ ~ ~- s ~ ~ v ~ ~ ~ • • _ ~ ~ ~ ~•~ .~ - 4` ~ _. ~ ~~ ii.~ ~ ~ m ~ ~` ~ ~ ~ ii1~ ~ ~ ~ Q ~ ~ ~ ~ ~ ~.I"! ~ ~ (~ ~ tO dd ~ ~ ~~I' ~ U Ui I I m ~,•'~""'~ g ~ ~ ~ ~ a - c ~ ~ ~ ~ ~~ ~ ~ i ~ u ~ U a _ a cc3j ~ ~ ens ~ ae ~ ~ ~ ~ ~ ~ ~ ~ E~ ~+ ~ 1` SET x ~ ~t ~ ~ ~ ti3 '~ ~ ~ Z ~ ~ ~ ~ Y u ~ O > ~ ~ ~r ~ j ro ~ Z i o i, ~ X o ,~ ~ u o ~ c ~ a o ~ ~, ~ ~ ~~~ ,mo ~ L d n ~ ~ ? ~ o ~. ~ ~ y- "' O a ~ a ~ ~ o :~ 3 ~ ~ O ~ ~i ~ tGF L ~ d ~` 3 O ~ > c- O EST C O ~ C. ~ Q ~ ~ ~ 5~ ~ ~ ~ ~ ~ ~- +, ~ `~ :m :k- ~ ~ ~' ~ ~ ~ ~- o11! cx V cG U ci to ~'} 4 i ¢ v n ~ ~ m a 3 REV-1151 EX+ (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS C,IAIt VF Grassmyer, Michael J. Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A. FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name(s) of Personal Representative(s) Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees Brian C. Linsenbach 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 8,274.51 1,000.00 90.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 220.12 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 9 584.63 FILE NUMBER 21-07-1132 AMOUNT Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF Grassmyer, Michael J. FILE NUMBER 21-07-1132 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Cocklin Funeral Home 8,274.51 H-A Subtotal 8,274.51 Other Administrative Costs 2 Cumberland Law Journal -estate advertisement 75.00 3 Miscellaneous expenses during administration 15.00 4 Patriot News -estate advertisement 130.12 H-B7 Subtotal 220.12 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+ (12-08) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF Grassmyer, Michael J. FILE NUMBER 21-07-1132 R eport debts Incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbunsed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Comcast -Account #09547 379626-02-7 -balance due 376.55 2 I. C. System for eBay, Inc. Account #3698494 -debt of decendent 155.79 3 J&J Properties (October and November 2007 rent, sewer, water, trash due) 1,590.00 4 Paypal -Account #34992804-321-510-P90 - balance due 71.00 5 PP&L Account #38820-85004 -balance due 376.06 6 Total VISA -Wright, Scott & Associates Collection Agency File #55435 ~ 470.97 TOTAL (Also enter on Line 10, Recapitulation) I 3,040.37 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) REV-1513 EX+ (11-05) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Grassmyer, Michael J. FILE NUMBER NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE Do Not List Trustee s (Words) ($$$) I ' TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] John I. Grassmyer Father 75 Pine Street Dillsburg, PA 17019 Judith A. Grassmyer Mother 75 Pine Street Dillsburg, PA 17019 Total Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 15 00 cover sheet, as app ropriate, II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TAT 01 (1f` PORT 11_ {=AITCR Tf1TAI AIr1Ai_TAYAQ~ C n~QTO~o~ ~T~r1~.~c+ nw~ i i-~r wn ~r r~r-. • ..-...........-..-.....~~_ ~ ~~ Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08) S~ ~ .''° , b~ ~~~ ~.~~J ~^