HomeMy WebLinkAbout05-11-10 (3)
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Ring
One lady's 14K yellow. gold amethyst. ring: In the center is one 12
92 x 9
98 x 6:31
v
e
.
.
r
n
merald cut
amethyst set with four triple split prongs at the north, east, south, and west locations..:. The ameth}~st i loose.-
in the settin
: Th
ri
h
s
b
g
e
ng
a
ri
bed sfioulders with a ribbed pattern down the sh"ank. The ring measures
14.67mm wide, at the top
3.OOmm at the: high pc
li
h'
hd
,
~
s
s
ulders, and 2.02mm wide at he base.of the ring. :-
The ring is.stamped "14K", measures finger size 7
nd
i
' _
, .a
we
ghs 3.2
dwt.
Amethyst Attributes ~ - -
I? ,
t ~ " Emerald cut faceted ~ " " "
_
Measuremen
ts: 12.92 x 9 98 x 6.31 mm (approximate)
-
Weight: 5.41 Cts. (estimated).
Clarity: Type I, e;ye clean
; .
Color: ~ Medium IighT, slightly grayish,- violetish Purple ~
r -
P
oportions: Good _ _."
. ; . Finish: Good ,
Brilliancy: Fair - 30% to 40% ,
Total Approximate Value Excluding Tax -
$207.74
Item 5 ` . , _ . "
-Necklace ~ ,
' One lady's 14K yellow-gold 24".rope chain The chain has a barrel clasp, fold over figure eight safety
u
,.
meas
res 2.OOmm wide, stamped "14K",:and weighs 5:1dwt.
-
Total Approximate Value Excluding Tax $277 20 ~ .
Item 6 .. > _.
. Necklace
One lady's 14K tri'-colored. herringbone chain. The chain measures 1.95mm~wide
altern
t
ev •
,
a
es
ery 1/4": _
between white, rose, and yellow gold. The chain has a spring ring clasp, stamped:"141"
.
measu
18"
,
res
long and weighs 2.4dwt.
" Total Approximate Value Excluding Tax. $125.40
. _
Item 7 ~ , -
;
Necklace ~_
"
,
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One lady's,14Kyellow gold rope chain- The rope. chain has a barrel clasp, side fold over figure ei
ht safet
~~
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g
y
P
g
and 585 asures 30 Ion 2.75mm wide, weighs;7.7dwt, and is stamped " 14K' ; "ITALY", "UNOAERRE",
~~ ~~,
-`
Total Approximate Value Excluding Tax ,-$396 00
"
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Item 8 ~` .'. : - -
Necklace.' -
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_ One lady's T4K yellow and white gold herringbone. braid necklace:-'The necklace m
a
e
)'8
5"
"
e
sur
s
.
long,
2.2mm wide, has a prmg ring"clasp; stamped
14K
ITALY
.
,
;arid • SILMAlt ,weighs 2.4dwt::'
_ -
•. t ` . Total Approximate`Value Excluding Taz
$122.10
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Item 9
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.Necklace ; _
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One lady's 14Kyellow`gold rope chain. The rope chain has a barrel clasp, side fold. over figure ei
ht safe .
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g
ty
clasp, measures 30" long, Z.SOmm wide, weighs l l.ldwt; and is stamped "14K".
Total. Approximate VaI"ue Excluding Tax $366.30
10
.Item
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Earrings :
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' ; . , _
One pair of I4K white gold c ultured pearl and diamond non-pierced earrings. There: is one 7:20=7:30min
cultured pearl fixed to the earring fixture. There are three approximately
.03ct single cut diamonds
,
dangling from the fixtures with one 7.20-7.30mrn cultured pearl at the bottom.. The earrings weigh 2.9dwt .
"
"
and are stamped
l4K
. ,
Pearl Attributes ,. - ~. _ -
Size:-
'
..
7 mm to 7-t/2 mm
•
,
'
' Color: ._
,.
- Medium. cream/rose :; , . ,
Shape: Mostly round
.Luster: Medium
Nacre thickness: 'Medium
Blemishes: _ Slightly blemished
Matchin
' g= ,
Very good
Diamond Melee Attributes
Shape arid cut: - Round single cut n
Measurements: _ 2.O mm ._
'
~
Number of diamonds: >
,6 "
-Total Weight: '`..18 cts. Cestimated)
~ ~ ::.
Clarity: SL
Color. , .,. H-I , -
Total Approximate Value Excluding Taz - ; $20Q78 ~ -
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'Item 17 .
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Ring, . .
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One lady's 14K yellow gold cultured-pearl ring. There. are three 4.9-S,Smm pearl set with 6 shared.prongs _
in a vertical.line in the. center. There are fourteen 2.5-3.Omm cultured pearls set with four•shared prongs ~ ` ~ ~ ''
around the larger three
cente r pearls.. The ring has a high polish domed shoulders that measure 3
56mm -
.
wide at the top and tapers to .
2'.18mm wide at the base of the. ring. The ring has a butterfly clasp inside the -
~
shank. The ring is stamped "14K" and weighs 5.8dwt. ~ ~ , '
-
Pearl Attributes = ',
,
• Number: ...
:3 .
"
Size: :
'. ;. 4.9-5.5
- Color: White/rose
`
' Shape: "`
:Mostly round... ~.
Luster:. Medium _ _ _
< , .
Nacre thickness: ~ `Iviediunn. :. < ,...
.Blemishes: Slightly blemished ,'. •
Matching: Good -
:
- -
.Pearl Attributes ".• ;
-
_ - ' - .
`Number: -:
. , .. 14 •
... _ .-,
Size: 2.5-3.0
Color: White/rose
Shaper Mostly round
' '
Luster: Medium .., .
Nacre thickness:. Medium
~ ,.
Blemishes: ..
- 'Slightly blemished
Matching: Very good ;~ ~.
Total Approximate Value Excluding Tax - $380.90.,• • .
Item 18: - `
Locket ". - _
One lady's 14K yellow gold overlay round`locket andchain. 'The locket measures 1 l/4".across and is
engraved "JWD". The chain measures 24" long and has a spring ring cIasp.; The locket. and chain weigh
• 10.8dwt
- ; .,Total Approximate Value Excluding Tax , $28.20
Item 19 ' =
Pocket Watch .
-One 14K yellow gold pocket watch. The watch rrieasures 1 1/8" across, engraved "AM", has. a white dial "
with black roman numerals; stamped "1,4K";,and weighs 6.4dwt. ` -
- ~ ~ ~ 'Total Approximate Value Excluding Tax ~ $102.40 ` -
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Item 22 .. " -
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Ring , ;
_ One lady's platinum diamond engagement ring. In the center is one approximately 1.30ct round brilliant ,
cut diamonds Set in four double split prongs. On each side there are three approximately .01 ct single cut '
.,;
diamonds channel set in each should er: The ring measures 7.12mm wide.at the top, 2.29mm wide at the -
shoulders; and 1",38mm wide at the b ase of the shank. The ring has a removable ring guard.. The ring ~
weighs 2.2dwt and is stamped "10%IRID90%PLAT". _
Diamond Attributes
' 'Shape and cut: Round brilliant -
Measurements: 7.12 x '7.17 x 4:13 mm (approximate)
- Weight:. 1'.3'0 Cts: (estimated)
" _
:
~
Clarity: SI-1
.
Color: " C,
Proportions: Ga.od, medium culet
_
,..
,Finish: Good -- . ~ - ,
,.
Comments:
The diamondhas. abrasion on crown facets, and there is a chip ,
. ~ ~ .. =,; •
-
. around the girdle. `:- ~ - - . -
-
:
Diamond Melee Attributes .~: ,= _ - '
`
" Shape and cut:... : -
Round single cut : ,
Measurements: 1.5 mm
_
.
Number of diamonds: :
g
` ,
. _ ,
TotalWeight: . , ' . -;
:06 cts. (estimated).. , . , .
Clarity:
,. ,
VS, 2@ 11:chipped
..Color: G-H ,
Total Approximate Value Excluding Tax $6,001.50 •
Item 23 -, .. ,
Ring
One lady`s platinum diamond engage ment ring. In the center,-is one approximately 1:56ctround brilliant . - -
cut diamond set with four double spli t prongs. On each, side. there are 3 approximately ;03 ct. round brilliant '
cut diamonds bead set on each shoulder. The rmg measures 7:69mm`wide atthe top, 3.18mm wide at tha
_.shoulders, and 1.52mm-wide at the base of the shank. 'The ring has a removable rin€; guard.. The: ring'is not
stamped; therefore, the metal content was determined through acid testing: The ring weighs 3.Sdwt.
".
Diamond Attributes-
. •
, . ..
Shape•and cut: Round brilliant "
• Measurements: 7.64 x 7.68 x 4.32. mm {approximate)
Weight:. I.Sb Cts. (estimated)
.
Clarity: SI-1 , ,
Color:: ' . G" '. ,
.:
Proportions: _ Good,: very small cuIet
-
Finish:. ~ Good... ;.
' ° Comments: ,;:~: Theclarty grade is based on a:chip aroundthe girdle of the l
`
' diamond;-however; ifthe'diamondwas recut and or poiished`the '
clarity-grade would"increase. .: .
- . Diamond Melee Attributes -
.Shape and cut: _:
~ :`Round full cut,
-
~
~..
Measurements: •.
.. „ ;j -
2 mm , ,
..
-.•
, •:
Number°of,diamonds..
..
_
6 _
•, Total Weight _`" ~ :18 cts: (estimated)
. Clarify: a ~; 'US, - '
-Color: G H' +
- - -
;
~Total-Approximate Value Excluding Tax ' `$9,747.40-
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Item 24 ,~ . - ~, ;,..- •:
Ring - ,
Qne lady's platinum diamond w edding band.: Across the top there are 9 approximately 03=.04ct round
brilliant cut diamonds bead set. The ring measures 3.78mm wide at the top; 3.30mrn wide' at the shoulders; ,
and 1.65mm wide at the base of the ring:. The rung has a removable ring guard: The; .ring. is not-stamped; ' ,
therefore, the metal content was determined'through acid esting. The ring weighs 1.9dwt. '' •~
Diamond-Melee Attributes , : .:
- - Shape and cut: Round full cut _ _
Measurements:. ° 2.0-2.2: mm
Weight: 0.03 to 0.04; cts. each ` -
;
"
Number ofidiamonds: g ,: , " ,
~ .
,
.Total Weight: .32 cts. (estimated)`, -
Color: H-f .
' ^: Total Approximate Value Excluding Tax -` ~, $556.b0
Item 25
.
Pocket Watch _
,.
.:
One gentleman's gold overlay Waltham pocket watch and chain. The pocket watch has square link. chain `
'
with a toggle bar at the end. _ ~ ; -
Watch. Attributes
Maker: Waltham AM Watch Co.
Type: -Pocket. _ -
Movement: Mechanical, 15 Jeweh,# 3517632 , . ;_ ,
_
MateriaL• - - .
Gold plated
_ _
Shape: ,. ,
~ }Zound
Dial /Features:. ~.
. - _• -
.,,
Whife~/Second hand dial
- _
. ,
Hour markings: _
Roman numerals -
Hands:..` Black _` -
-Model number: # 289806 -
Total Approximate Value Excluding Tax $65 00~
Item 26. - ~ ,_
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Ring • ., ;
One lady's 14K white gold aquamarine ring: In the center is one 8 x 6mm oval faceted aquamarine set with
four tab style prongs at the north , east, west, .and south locations. The. ring has- open filigree shoulders. ;The
-ring measures 8.59mm "wide at the top,; 5.19mrrt wide at the shouldersr and 1.08mm wide at the base of the
ring. The ring is stamped "14K" , weighs .9dwt, and measures finger-size 5. ~ .
_ . Aquamarine Attributes - ,';, ' -: -, _ ~ - ~ .
..
- - -
Shape and cut• ~
`Oval faceted :.;
.., ,
Measurements ' ~ ~ ,~ ,B.OO x'6.00 x3.61 mm (approximate) ~.
- Weight: 0.94 Cts (estimated} ~ ~ -
- Clarity ~ : _ - - :. Type 1,' :eye clean, "
`_' Color: . ` , "
~ _'," Very light, Oery.slightly grayish, greenish Blue
Proportions: Good '
-
Finish: _
Good'
;brilliancy:;' Fair-30%to:40% - -
;~
~ Total Approximate Value Excluding Tax , _ $103.4
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Page 14 of
17
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' Biographical. Background and .Qualificati:ons
.' A~~praiser's Name '. _. . ,
Cherie; Lyrm Grove,. C.G.A., G.G. -
.Education:. Bachelor of Science, the Shippensb~arg University, 2000,
Graduate Gemologist, Gemological Institute of America, 2006.
Pearl Grading; Gemological Institute of America; 2006.. •
Registered Jeweler, Arriericnn.Gem Society, 2007. _
~
~
- Certified Gemologist Appraiser, American Gem Society, 2008: - -
Business: ->n the jewelry trade since 2000. ,
Member American Gem Society.
_' 'American Gem Society Conclave 2007-Denver, CO. ~ '• ~ - -
-
American Gem Society Conclave 2008-Seattle,'WA.
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Page ~17 o
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Depar6nentofthe Treasury -Internal Revenue Service
F
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U.S. Income Tax Return for Estates and T
rusts
A Type of entity (see instr); For calendar ear 2009 or fiscal ear be innin ZQQ9
oMe No. 1545-0092
'Deceder•i's estate , 2009 and endln
Simple trust
BERNICE PLYLEY FAMILY TRUST C Employeridentification number
X Complex trust BERNICE PLYLEY 20-6036948
-
Qualified disability trust TRUSTEE D Date entity created
ESBT (S portion only) 47 KITSZELL DRIVE 9/10/2003
Grantor type trust CARLISLE, PA 17015-9258 E Nonexempt charitable and split-interest
Bankruptcy estate - Chapter 7
trusts, check applicable boxes (see instr):
Bankruptcy estate -Chapter 11 Described in section 4947(a)(1)
Pooled income fund Not a private foundation
B Number of Schs K-1 attached F Check Initial return
~ Final return
A Described in section 4941(a)(2)
applicable
(see instructions)... - boxes:
Change in fiduciary mended return
Change in trust's name
G Check here if the estate or filing trust made a section 645 election..
- change ,n fiduc'arys name Change in fiducia
ry's address
.
1 Interest income ... .
2a Total ordinary dividends ..... SEE. STATEMENT 1
3, 615.
2
.
b Qualified dividends allocable to: (1) Beneficiaries _ _
(2) Estate/trust
3 B .
2a
3 106.
2
431
'
- - - - _
usiness income or (loss). Attach Schedule C or C-EZ (Form 1040) - - ,
_ _
STATEMENT 3
4 Capital gain or (loss). Attach Schedule D (Form 1041) 3
..
Income 5 Rents, royalties, partnerships, other estates and trusts, etc. Attach Schedule E Form 1040
) 4 -3, 000 .
6 Farm income or (loss). Attach Schedule F (Form 1040) ......( 5
7 Ordinary gain or (loss). Attach Form 4797.....
~ ~ 6
...... ,
8 Other income. List type and amount STA
T
E
TA
X
RE
F
U
ND
~ ~ ~ ~ 7
_
_
_ _
_
_ _
_
_
_
_ _ _ _ _
9 Total income. Combine lines 1, 2a, and 3 through 8 ------
-- 8 1, 200.
--
---
10 Interest. Check if Form 4952 is attached - ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ' ' _
9 4, 921
11 Taxes ............. ...........................
.......... SEE.. STATEMENT
12 Fiduciary fees ......................
........ 10
. 4 .... 11 1, 5 0 0 .
...................................
13 Charitable deduction (from Schedule A, line 7) ......... . 12
. . . . . . , . , .
14 Attorney, accountant, and return preparer fees ........ , ... , .. , 13
....... ........................
Deduc-
15a Other deductions not subject to the 2% floor (attach schedule) .. ...
14
..... ,
tions ...... .......
b Allowable miscellaneous itemized deductions subject to the 2% floor
SEE..STATEMENT
..
15a
5
.
16 Add lines 10 through 15b.
.... .
...... 15b 4, 516.
17 Adjusted total income or (loss). Subtract brie 16 from line 9. ~ 17 ~ -
18 1 095•' 16 6, 016.
Income distribution deduction (from Schedule B, Ilne 15). Attach Schedules K-1 (Form 1
19 E 041
)
18
state tax deduction including certain generation-skipping taxes (attach computation) .
.....
..
20 Exemption .......................... ......
19
...........
....................................
1 Add lines 18 throu h 20 ............. .
. ...... 20 1 0 0.
.............
... ..............
22 Taxable income. Subtract line 21 from line 17. If a foss, see instructions ..... - 21
100 .
......... . ... . .
23 Total tax (from Schedule G, line 7) ................ . 22
-1 195 .
....
...............................
4 Payments: a 2009 estimated tax payments and amount applied from 2008 return ....... 23
~ '
........................
b Estimated tax payments allocated to beneficiaries (from Form 1041-T) 24a 7, 600 .
.. ............
c Subtract line 24b from line 24a........ 24b
and d Tax paid with Form 7004 (see instructions) .. .... .. 24c 7 r 600 .
.
Payments e rederal income tax withheld. If any is from Form(s) 1099, check -
^ 2
Other payments: f 2°439 Form
-------____.9 4136 ________-;Total..
25 Total payments. Add lines 24c through 24e
d 24
~ 4e
.,.... - 24h
, an
h .....
26 Estimated tax penalty (see instructions)........
~
25 7, 600.
27 Tax due. If line 25 is smaller than the total of lines 23 and 26, enter amount owed
28
.......
Overpayment. If line 25 is larger than the total of lines 23 and 26
enter amount ....... 27
,
overpaid.
29 Amount of line 28 to be: a Credited to 2010 estimated tax - ....... 28
7, 600 .
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and staRme`ntsda d to the best of my~knowledge and 7, 600 .
belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all informati
f
~
on o
which
prepa
Sign rer has any knowledge.
Here ~ I I-
Signature of fiduaary or officer represen4ng fiduciary Date May the IRS discuss this return
with the preparer shown below
EIN of fiduaary if a financial institutio
Preparer's ~ D n
(see instrs)? X Yes
No
signature
Paid ate
oyed el
3/06/10 emp Preparer's SSN or PTIN
f-
Preparer's Firm's name TRAPHAGEN (PAS l -
P00171252
use only selfYemplo;,ed),- 234 KINDERKAMACK RD EtN
add 22-2371700
ress, and
ZIP code ORADELL, NJ 07649-2128
BAA For Privacy Act and Paperwork Reduction Act Notice, see separate instructions.
Phone number
FIFA0105L 11/30/09
ZO1-262-1040
Form 1041 (2009)
Form 1041 2009) BERNICE PLYLEY FAMILY TRUST 20-603.6948
Ra e 2
i Sched.tale A:> Charitable Deduction
Do not complete for a simple trust or a pooled income fund.
1 Amounts paid or permanently set aside for charitable
ur
ose
f
p
p
s
rom gross income (see instructions).......
2 ~ Tax-exempt income allocable to charitable contributions (see i
t
ti . 1
ns
ruc
ons) ............ . ............... . . . .
3 Subtract line 2 from line 1 ...................
.
......................................
4 Capital gains for the tax year allocated to corpus and paid or permanently set aside for charitabl
e purposes .
5 Add lines 3 and 4 ....................... 4
.................................................... .
6 Section 1202 exclusion allocable to capital gains paid or permanently set aside for charitable purposes
(see instructions) ..............
......
............
7 Charitable deduction. Subtract line 6 from line 5. Enter here and on page 1, line 13 6
.......................................
>Scft~dleB> Income Distribution Ded
ti 7
uc
on
1 Adjusted total income (see instructions) .......................
... .
...........................
2 Adjusted tax-exempt interest ..... . .
1
.............................
3 Total net gain from Schedule D (Form 1041), line 15, column (1) (see instructions) 2
.........................
4 Enter amount from Schedule A, line 4 (minus any allocable section 1202 exclusion) 3
.... . ............... . . . .
5 Capital gains for the tax year included on Schedule A, line 1 (see instructions) .. q
......................... .
6 E
5
nter any gain from page 1, line 4, as a negative number. If page 1, line 4, is a loss, enter the loss as a
positive number ........................
...................................................... .......
7 Distributable net income. Combine lines 6
1 through 6. If zero or less, enter •0-. ...........
.................. .................
.....................
8 If
7
a complex trust, enter accounting income for the tax year as determined
under the governing instrument and applicable local law ..................... .
8
::>::>
Income required to be distributed currently........ .
...... ,.:
.............................................
10 Other amounts paid, credited, or otherwise required to be distributed 9
......................................
11 Total distributions. Add lines 9 and 10. If greater than line 8, see instructions 10
. ... ....... .
12 Enter the amount of tax-exempt income included on line 1.1
11
... ......
13 Tentative income distribution deduction. Subtract line 12 from line 11
12
. ................... .
14 Tentative income distribution deduction
S
bt
.
u
ract line 2 from line 7. If zero or less, enter -0.-...... 14
. , ...
15 Income distribution deduction
Enter th
ll
.
e sma
er of line 13 or line 14 here and on a e 1, line 18... , ..... ,
S:ciled~t:~;e,G
' TdX Com utatlon 15
,
see instructions
1 Tax: a Tax on taxable income (see instructions)
.................. . .. .
....
bTax on lump-sum distributions. Attach Form 4972 .....................
la
1 b
cAfternative minimum tax (from Schedule I, (Form 1041), line 56.)........ lc
dTotal. Add lines la through lc ...........
............................... -
......................
2a Foreign tax credit. Attach Form 1116 ld
0 .
..................................
2a '
.....
b Other nonbusiness credits (attach schedule) ...............................
26
..
c General business credit. Attach Form 3800 ....................
2
..............
c
d Credit for prior year minimum tax. Attach Form 8801 ...............
2d
..........
3 Total credits. Add lines 2a through 2d...... .
-
4 Subtract line 3 from line ld. If zero or less, enter -0: . 3 0.
.........................
Recapture taxes. Check if from: For
4255
4 0.
m
~ Form 861 1 .........
.................. .. . ...... .
6 Household employment taxes. Attach Schedule H (Form 1040.) .......
5
....................................
7 Total tax. Add lines 4 throw h 6. Enter here and on a e 1
line 23 6
,
...................................... -
Other Information 7
0 .
Did the estate or trust receive tax-exempt income? If 'Yes,' attach a computation of the allocation of Yes No
expenses..
Enter the amount of tax-exempt interest income and exempt-interest dividends..- $_ _ _
3 0
2
1.
ST ........ X
6
_ _ _ _
_
_
_
_ _
_ _ _ _ _
2 Did the estate or trust receive all or any part of the earn~ngs (salary, wages, and other compensation) of any individual by
reason of a contract assignment or similar arrangement ...... .....
......... . ........... .
...............
3 At any time Burin the c I d
........... X
g a en ar year 2009, did the estate or trust have an interest in or a signature or other authority
over a bank, securities, or other financial account in a foreign country? ..... .
See the instructions for exceptions and filing requirements for Form TD F 90-22.1, If 'Yes,' enter the name of the X
foreign country-
4 During the tax year, did the estate or trust receive a distribution from, or was it the grantor of, or transferor to, a foreign
trust? If 'Yes,' the estate or trust may have to file Form 3520. See instructions ...... . ............. .
5 Did the estate or trust receive, or pay, any qualified residence interest on seller-provided financing? If 'Yes,' see instructions for required attachment ........ X
6 If this is an estate or a complex trust making the section 663(b) election, check here (see instructions.) ....... . .... . . .. -
7 To make a section 643(e)(3) election, attach Schedule D (Form 1041), and check here (see instructions) ......... -
8 If the decedent's estate has been open for more than 2 years, attach an explanation for the delay in closing the estate, and check here ............. . -
;: > .
Are any present or future trust beneficiaries ski ~ ^''"' ~`° '>
p persons See instructions X
... .. .. .........
F~FA0112L ttiaoio9 Form 1041 (2009)
N 20081
Federal Employer Identification Number
20-6036948
STATE OF NEW JERSEY INCOME TAX
FIDUCIARY RETURN
For Tax Year January -December 31, 2008 or
Other Tax Year Beginning 1032
Ending
Check box ~ if application for Federal extension is
attached or enter confirmation number
Name of Estate or Trust
BERNICE PLYLEY FAMILY' TRUST
Name and Title of Fiduciary
BERNICE PLYLEY TRUSTEE
Address of Fiduciary (Number and Street or Rural Route)
47 KITSZELL DRIVE
City, Town, Post Office State Zip Code
CARLISLE PA 17015-925
FILING STATUS (Check only one box)
1 Resident Estate
Date of decedent's death
2 X Resident Trust
Date trust created 9/10/2003
3 Nonresident Estate
Date of decedent's death and State
4 Nonresident Trust
Date trust created and State
5 If estate was closed or trust terminated check box
Also state the date
GUBERNATORIAL ELECTIONS FUND Do you wish to desiar
NOTE:
and trusts. see
1 of
Type of Tru<_ct COMPLEX TRUST
Name of State
for this fund? Yes No
6 Interest 6
6a Tax-Exempt Interest 6a
~
7 Dividends 7
7a Tax-Exempt Dividends 7a
~
8 Net profits from business (From Schedule A, Line 38) g
9 Net gains or income from disposition of property (From Schedule B, Line 42) 9 ],
.
10 Net gains or income from rents, royalties, patents, and copyrights (From Schedule C, Line 45) 10
.
11 Distributive Share of Partnership Income (Attach Schedule NJK-1) 11
12 Net pro rata share of S Corporation Income (Attach Schedule NJK-1) 12 .
13 Other Income -State nature 13 .
14 Gross Income (Add Lines 6 through 13) If $10,000 or less, see instr. 14 16 .
.
15 Distributions (From Schedule D, Line 47A) 15
16 Total Income (Line 14 minus Line 15) 16
16a NONRESIDENTS: NJ income from Schedule G, Line 11 16a
17 Income Commissions 17
18 Exemption -Enter $1,000 (part-year taxpayers -see instructions) 18
19 Health Enterprise Zone Deduction 19
20 Total deductions and exemption (Add Lines 17, 18 and 19) 20
21 Taxable Income (Line 16 less Line 20) 21
NJFA0112L 11!20/08
2008 NJ-1041, PAGE 2
22 Taxable Income from Page 1, Line 21
NONRESIDENTS ONLY
23 lax on amount on Line 22 (From Tax Table in the instructions) 23
24 Income Percentage (Ln 16a) = o
(Ln 16)
25 TAX: Residents (From Tax Table in the instructions)
Nonresidents (Multiply amount from Line 23 X $ from Line 24)
26 Credit for income or wage taxes paid by New Jersey estates or trusts
to other jurisdictions (From Schedule E, Line 52)
27 Balance of Tax (subtract Line 26 from Line 25)
28 Sheltered Workshop Tax Credit
29 Balance of Tax after credit (Subtract Line 28 from Line 27)
30 New Jersey Income Tax previously paid
31 a Tax paid on your behalf by Partnership(s) From NJK-ls 31 a
31 bTax paid on your behalf by Partnership(s) and Distributed From Line 47c 31 b
31 cNet tax paid on your behalf by Partnerships(s) (Line 31a minus 31 b)
32 Total payments and credits (Add Lines 30 and 31 c)
33 Bal of Tax Due (Line 29 less Line 32)
34 Overpayment (Line 32 less Line 29)
35 Credit to 2009 Tax
36 Refund (Line 34 less Line 35)
1032
22
25
26
27
28
29
3D
31 c
32
33
34
35
36
0 ,
0 ,
0 ,
1, 200
1, 200
1, 200 ,
1,200 ,
Under the penalties of perjury, I declare that I have examined this income tax return, including accompanying schedules and statements, and to the best
of my knowledge and belief, it is true, Correct and complete. If prepared by a person other than taxpayer, this declaration is based on all information of Pay amount on Line 33 in full.
which the preparer has any knowledge.
Write FEIN number on check
or money order and make
- payable to:
Signature of Fiduciary or Officer Representing Fiduciary Date STATE OF NEW JERSEY - TGI
Division of Taxation
Revenue Processing Center
authorize the Division of Taxation to discuss m return and enclosures with m re arer......... , X PO Box 888,
Trenton, NJ 08646-0888
'aid Preparer's Signature, Address, Date Federal Identification Number
CRAPHAGEN CPAS 2 2 - 2 3 717 0 0 You may also pay by a-check
?34 KINDERKAMACK RD 9/10/09 or credit card.
)RADELL NJ 07649-2128
Division Use 1 2 3 4 5 6 7
112E 11
Form NJ-1041 2008
Page 3
Federal Employer Identification Number Name of Estate or Trust Name and Title of Fiduciary
20`-603648 BERNICE PLYLEY FAMILY TRUST BERNICE PLYLEY TRUSTEE
SCHEDULE A NET PROFITS List below the type of business, address and net profit (loss) from each business carried on
FROM BUSINESS individually by the taxpayer. Enclose Federal Schedule C or F.
TYPE OF BUSINESS ADDRESS NET PROFIT LOSS)
37
38 TOTAL Enter here and on Pa a 1, Line 8 If loss enter ZERO ...................................... ~
SCHEDULE B NET GAINS OR INCOME FROM List the net gains or income, less net loss, derived from the sale, exchange
or other disposition of
DISPOSITION O ,
F PROPERTY property including real or personal whether tangible or intangible. Enclose Federal Schedule D.
(a) Kind of property
and description (b) Date
acquired (c) Date sold
(Mo, da
y, yr) (d) Gross
sales price (e) Cost or other
basis .as adjusted
(f) Gain or
l
(Mo, day, yr)
(see instructions) (
oss)
(d less e)
and ex sense of sale
39
40 Ca ital Gains Distributions
41 ........................................................................
Other Net Gains 40
..................................
.....................................
..........
Net Gains (Add Lines 39
40 and 41) (Ente
h
d
P 41 1 6
,
r
ere an
on
a e 1, Line 9) (If loss enter ZERO............ 42 16
NET GAINS OR INCOME FROM List the net gains or net income, less net to=_s, derived from or in the form of rents,
SCHEDULE C RENTS
PATENTS royalties, patents and copyrights as reported on your Federal Income Tax Return
ROYALTIES
,
,
.
AND COPYRIGHTS If you have passive losses for Federal purposes, see instructions. Enclose Federal
Schedule E.
tai nmu or rroperry I tdJ Net Kental (c) Net Income (d) Net Income (e) Net Income
Income (loss) From Royalties From Patents From Copyrights
44 TOTALS ................... b c d e
45 Net Income (Combine Columns b, c, d and e) (Enter here and on Page 1, Line 10) (If loss enter ZERO).. 45
SCHEDULED BENEFICIARIES' SHARES OF INCOME Enclose New Jersey Schedule NJK-1
Name and Address of Each Beneficiary Indicate Social Security DISTRIBUTIONS
Residency Number o umn
Status CoIIJmn A Column B Tax Paid by
Total Income NJ Source Income Partnerships
AG
(Enter amount from Line 47a on Page 1, Line 15)
47 TOTAL (Enter amount from Line 47b on Schedule G, Line 10)
(Enter amount from Line 47c on Pa e 2, Line 31 b ............................ .
SCHEDULE E CREDIT FOR INCOME OR WAGE TAXES A copy of other state or political subdivision tax
PAID TO OTHER JURISDICTION return must be retained with your records.
48 Income actually taxed by other jurisdiction during tax year (indicate name ) ~
(Do not combine the same income taxed by more than one jurisdiction.) Amount on Line 48 cannot exceed amount on Line 49
49 Income Subject to Tax by New Jersey. (From Page 1, Line 16) ....................................... 49
50 Maximum Allowable Credit (48) X = 50
(Divide Line 49 into Line 48) (49) (New Jersey Tax, Line 25, Page 2)
51 Income tax paid to other jurisdiction .......................................................... .... 51
52 Credit Allowed. (Enter lesser of Line 50 or Line 51 here and on Page 2, Line 26 .................. .... 52
SCHEDULE F ALLOCATION OF BUSINESS See instructions if other than Formula Basis of allocation is used.
INCOME TO NEW JERSEY Attach Form NJ-NR-A to Form NJ-1041.
BUSINESS ALLOCATION PERCENTAGE (From Form NJ-NR-A)
Enter below, the line number and amount of each item of business income reported on Form NJ-1041 which is required to be
allocated and multiply by allocation percentage to determine amount of income from New Jersey sources.
From Line No. $ X % _ $
From Line No. $ X o = $
0
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August 19, 2009
Chauncey A. Plyley III
1100 North 75th Street
Paragould, AR 72450
Statement of Funeral Expenses for: Bernice Plyley
Date of Death: August 11, 2009 Account Id: 15703-187
PACKAGE:
Traditional Funeral Service at Funeral Home
Embalming, Other Prep of Body, Public Viewing and Cremation
OPTIONA 1A -Cremation $ 3,900.00
Sub l-otal: $ 3,900.00
MERCHANDISE:
Casket: Norwood Rental -Insert Assembly $ 1,095.00
Sub Total: $ 1,095.00
TOTAL FUNERAL HOME CHARGES:
$ 4,995.00
CASH ADVANCES:
15 Certified Death Certificates at $ 6.00 each $ 90
00
Newspaper Notice -Sentinel $ .
142
37
Newspaper Notice -Patriot $ .
294 27
Flowers $ 164
00
Coroner's Fee $ ,
25
00
Video Tribute $ .
100.00
Sub Total: $ 815.64
Total Funeral Expense: $ 5,810.64
Payments made:
Please return this portion with your Remittance
Amount Enclosed
Bernice Plyley
Service iD #: 15703-187
Total Balance Due: 5.
,..
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SER`,"LNG OUR COrL~1h~UNII Y SINCE ~ 9O7
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South Middleton Townsh6p
Serving our Community with Pride
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CARtrI51_E, PA i rcJi
i. 7 i7) 245-Ci7~;3
MERCHANT #:
Ci;R[:~ 1~Y('E ACCu+~l1'd l I~~J;~i~sE.R
Name : CHALINCEY A I'l `rLt= ~~ 1 i I
~JiJ 1-RANUACTIUN APIA}~C~VEiJ
AUTHCIRI?A I~IC1N #: (J3~ibEf
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52C Fark. Crh.e • (3e~;iag Sorlrgs, ~?,17C0?
Ff~one: '1'.258.:,24 • Fax: ?1 i.25E.35?? • www.smiddfeton.com
NHCNE ; ~ ~ .._
CAf;DH[il.DkR 4VIL.L I'A'r` Ci;RD ISUER i~BiJ~~E
AMCIJNT~ PUR JUAN1 T~ ~,ARD-~1;i.(JE!~ AC,I•~L EMF N r
The west s'fgr~u ~~ri2 cozy, ariii keeps ~r~e,
RECEIPT FOR PAYMENT
GLENDA FARNER STRASBAUGH Receipt Date: 8/18/2009
Cumberland County - Register Of Wills Receipt Time: 15:16:31
One Courthouse Square Receipt No.: 1057918
Carlisle, PA 17613
PLYLEY BERNICE I
Estate File No.: 2009-00773
Paid By Remarks: R. MARK THOMAS
CJ
------------------- ----- Receipt Distrib ution ------ -------- ------- ----
Fee/Tax Description Payment Amount Payee NamE~
PETITION LTRS TEST 360.00 CUMBERLAND COUNTY GENERAL FUN
WILL 15.00 CUMBERLAND COUNTY GENERAL FUN
SHORT CERTIFICATE 40.00 CUMBERLAND COUNTY GENERAL FUN
JCP FEE 10.00 BUREAU OF RECEIPTS & CNTR M
D
AUTOMATION FEE 5.00 CUMBERLAND COUNTY GENERAL .
FUN
Check# 3023 $430.00
Total Received..... .... $430.00
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1~-'r~• 3409 MADE IN U.S.A.
,triot-News Co.
~2 Market St.
~sburg, PA 17101
,ties a 717-255-8213
R. MARK THOMAS
ATTN: JOETTE L. MCGOWEN
101 SOUTH MARKET STREET
MECHANICSBURG
PA 17055
the atriot-Dews
NO`N you know
INVOICE
CCT # NAME
5242 R. MARK THOMAS
AD ORDER # DATE EDITION
ADDTL. INFO.
5242 R. MARK THOMAS
x5242 R. MARK THOMAS
5242 R. MARK THOMAS
0002006124 09/04/09 METRO WEST
0002006124 09!04/09 METRO WEST
0002006124 09/11/09 METRO WEST
0002006124 09/18/09 METRO WEST
TOTAL:
REMITTANCE ADDRESS
The Patriot-News Co.
23794 Network PL
Chicago, IL 60673-1237
ALL CHARGES ARE NET
TYPE OF CHARGE AMOUNT
BOLD TEXT CHARGE $4.00
BASIC AD CHARGE $39.46
BASIC AD CHARGE $39.46
BASIC AD CHARGE S39.46
$122.38
Please include the Account # or Ad Order # (above) with your rs~mittance--Thank You
NOTE: This Invoice replaces the Order Confirmation which we previously sent with Proofs of Publication
a
CUMBERLAND LAW JOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, PA 17013
Tele: (717) 2493166 Fax: (71 ~ 249-2663
September 25, 2009
Cumberland Law Journal is published every Friday by the Cumberland County
Bar Association and is designated by the Court of Common Pleas as the official legal
publication for Cumberland County and the legal newspaper for publication of legal
notices.
TO: R. Mark Thomas, Esquire
RE:
Bernice I. Plyley Estate
Legal advertisements must be received by Friday Noon. Alll legal advertising
must be paid in advance. Make all checks payable to: Cumbertan~d Law Journal.
Advertisement inserted on following dates:
September 11 September 18, and September 25, 2009
Advertising Cost
Proof of Publication
Second Proof Request
Payment received
Total Amount Due
~ 75.e~
$ 0.00
$ 0.00
$ 75.00
$ 0.00
Becky H. Morgenthal, Executive Director
Kemp, Ron And Sue
1720 Douglas Drive
Cazlisle, PA 17013
717-385-7831.
Jan 20, 2010 134985
1.0 63127
appraisal estate
MOUI~ITZ
J E W E L E R S
Kemp, Ron And Sue
1720 Douglas Drive
Carlisle, PA 1'7013
717-385-7831
Immediate CM AR
$0.00 $0.00
1.0 63017
27 items one items inGudes 5 chains
1.0 Check
$1,030.00 $1,030.00
Sub Total:
Shipping:
3180 Ttindle Road • Caznp Hlll, YA 17011 • 717 ~ 63-1191> S~z
1160 Walnut Bocrom Road • Carlisle, PA 17015 • 717-243-4936 Total:
4520 Jonestown Road • Harrisburg, PA 17109 • 717-545-7508 Payment:
Client Balance:
($1,030.00)
$1,030.00
$o.oo
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$1,030.00
($1,030.00)
$o.oo
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Mrs. Bernice Plyley
47 Kitszeil Drive
Carlisle. PA 17015
July 24, 2009
Statement of Funeral Expenses for: Ghaurcey Ace Plyley, Jr.
Date of Death: July 11, 2009 Account ld: 15673-157
PACKAGE:
Traditional Funeral Service at Funeral Home
Embalming, Other Prep of Body, Public Viewing and Cremation
OPTIONA 1A -Cremation $ 3,900.00
Sub Total; $ 3,900.00
MERCHANDISE:
Casket: Norwood Rental -Insert Assembly $ 1.095.00
Sub Total: $ 1,095.00
TOTAL FUNERAL HOME CHARGES: $ 4,995.00
CASH ADVANCES:
10 Certified Death Certificates at $ 6.00 each $ 60.00
Newspaper Notice -Sentinel $ 136.81
Newspaper Notice -Patriot $ 02.02
Flowers $ 164.30
Coroner's Fee $ 25.00
DVD-Picture Book $ 65.00
DVD-Picture Book Additional DVD's $ 15.00
Sulb Total: $ 768.13
Totat Funeral E~:pense: $ 5,763.13
Payments made:
Please return this portion with your Remittance
~_
$ `" ~~~ ~ Amount Enclosed
Chauncey Ace Plyley, Jr.
Service ID #: 15673-157
Total 8afance Due; ~ 5,763.13
.. .. ,
gib` ~~3111AN P,RESIDEt~IT. GHR{STI~PkFR' H.HOFFMAN, VICE PRESIDENT ROBERT A. FELBURN lil, SUPERtFtSOR
R. MARK THOMAS
Attorney at Law
101 South Market Street
Mechanicsburg, Pennsylvania 17055-3851
Telephone: (717) 796-2100
August 6, 2009
Bernice I. Plyley
47 Kitszell Drive
Carlisle, PA 17015
Re: For Legal Services Rendered
STATEMENT
Last Will and Testament
Power of Attorney
Declaration of Living Will
TOTAL DUE AND PAYABLE
~,i~
Telefax: (717) 796-3600
$300.00
50.00
25.00
$375.00
COMMDNWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIYiED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 011947
THOMAS R MARK
101 S MARKET STREET
MECHANICSBURG, PA 17055-3851
fold
ESTATE INFORMATION: Ssty: 15~-24-1371
FILE NUMBER: 2109-0773
DECEDENT NAME: PLYLEY BERNICE I
DATE OF PAYMENT: 1 1 /04/2009
POSTMARK DATE: 1 1 /04/2009
couNTY: CUMBERLAND
DATE OF DEATH: 08/ 1 1 /2009
REMARKS: RECEIPT TO ATTY
CHECK# 3043
SEAL
ACN
ASSESSMENT
CONTROL
NUMBER
REV-1162 EX(11-96)
AMOUNT
101 ~ 5 21, 000.00
TOTAL AMOUNT PAID:
521,000.00
INITIALS: WZ
RECEIVED BY: GLENDA FAR~IFR ~TROCRn(irN
REGISTER OF 'WILLS
TAXPAYER