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Home My WebLink About05-14-1015056041],58 REV-15 00 EX (06-05) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN 21 0 9 10 5 3 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 1,72-26-9399 11022009 03241,92D Decedent's Last Name CONBOY Suffix Decedent's First Name ISABELLE (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE - - REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW MI R MI ^X 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 a 6. Decedent Died Testate (Attach Copy of Will) ^ 7. death after 12-12-82) Decedent Maintained a Living Trust (Attach Copy of Trust) ~ 8. Total Number of Safe Deposit Boxes ^ 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 TO: Name Daytime Telephone Number RICHARD C • SNELBAKER, ESQU IRE 71,7-697-8.~?8 ---~~ Firm Name (If Applicable) s--,._,`] ~-- .-r.--1 ~" ~t REGISTER~Ofi LS USE Y '; .; -~'";, SNELBAKER & BRENNEMAN, P • C • C:!~~f7 -.®c e=,~F ..~, r-- ---: First line of address 'fir -,. ~ ~,,, r ~~! ,~ . P • 0 • BOX 31, 8 ~_ , - c: ~~ ~~ ~~ ~ n ~ Second fine of address T`~ `7 ~.-._._ -~ -1 ~ , 44 WEST f1AIN STREET :~' r.,,~ ~'~ --~ .,, cla City or Post Office State ZIP Code DATE FILED MECHANICSBURG PA 17055 Correspondent's a-mail address Under penalties of perjury, I declare that I have examined this return, including accompanying sc a ules an atements, to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is bas n all in r atio of i preparer has any knowledge. SIGNA RE OF PERSON R S ONSIBLE FOR FILING RETURN E ADDRESS - `~-' N M• RUPP, EXECUTOR AMUEL M• RUPP, EXECUTOR SI T ARER OTHER THAN REPRESENTATIVE 9ATE1Y/j/ n nn re-~ ~ 1 1~~ I l RICHARD C• SNELBAKER, ESQUIRE 44 WEST MAIN STREET, MECHANICSBURG PLEASE USE ORIGINAL FORM ONLY 1505641158 Side 1 6M4647 3.000 15056D41158 J . 15056042159 REV-1500 EX Decedent's Social Security Number 172-26-9399 decedent's Name:C O N B O Y I S A B E L F R RECAPITULATION 1. Real estate (Schedule A) 1. O.OO 2. Stocks and Bonds (Schedule B) . 2. O • O O 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . 3. O • O O 4. Mortgages & Notes Receivable (Schedule D). 4. L O O O • O O 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . 5. 7 4 711, • 5 8 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested 6. 7 2 O 1 • L 2 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested 7. 9 0 9 3 - 8 4 8. Total Gross Assets (total Lines 1-7). s. 9 2 0 0 6. 5 4 9. Funeral Expenses & Administrative Costs (Schedule H) . 9. 117 2 4 • 12 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . 10. 5 2 ? • 14 11. Total Deductions (total Lines 9 8 10) . 11. 12 2 51 • 2 6 12. Net Value of Estate (Line 8 minus Line 11) 12. 7 9 7 5 5 • 2 8 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) . 13. O • O O 14. Net Value Subject to Tax (Line 12 minus Line 13) 14. 7 9 7 5 5 • 2 8 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~ O • OO 15. 0.00 16. Amount of Line 14 taxable at lineal ratex.oii5 79755.28 16. 3588.99 17. Amount of Line 14 taxable at sibling rate X .12 O.O O 17• O.O O 18. Amount of Line 14 taxable at collateral rate X .15 O.O O 18• O.O O 19. TAX DUE 19. 3588 • 99 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15056042159 6M46482.000 15056042159 J REV-1500 EX Page 3 Decedent's Comnletp arlrlrpcc• File Number na ~ nr-~ u ~ i~1..1 J~ DECEDENTS NAME CONBOY ISABELLE R STREET ADDRESS Mechanicsbur Borou h CUMBERLAND COUNTY CITY STATE ZIP MECHANICSBURG Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 0 . 0 0 B. Prior Payments 3 0 0 0. 0 0 C. Discount 15 0 • 0 0 3. Interest/Penalty if applicable D. Interest 0 . 0 0 E. Penalty 0 . 0 0 (1) 3588.99 Total Credits (A + B + C) (2) 315 0.0 0 Total Interest/Penalty (D + E) (3) D • D D 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. (4) D • 0 0 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAx DUE. (5) 4 3 8 .9 9 A. Enter the interest on the tax due. (5A) D • 0 0 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 4 3 8 • 9 9 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; ^ ~~ L^J c. retain a reversionary interest; or ^ ~~ d. receive the promise for fife 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? ^ ~~ 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 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. 6M4671 1.000 REV-1507 EX+ (s-98) SCHEDULE D COMMONWEALTH OF PENNSYLVANIA MORTGAGES & NOTES INHERITANCE TAX RETURN RESIDENT DECEDENT RECENABLE ESTATE OF FILE NUMBER Isabelle R. Conboy 21 09 1053 Ail property jointly-0wned with right of survivorship must be disclosed on Schedule F. 3wasAC 1.000 (If more space is needed, insert additional sheets of same size) REV-1508 EX+ (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MASC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF FILE NUMBER Isabelle R. Conbov 21 091053 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 1988 Mobile Home 2,000.00 sale value 2 1996 Geo Tracker 500.00 Sport Utility, Kelly Blue Book value (appraisal attached) 3 Blue Cross/Blue Shield 10.10 refund due the decedent 4 Internal Revenue Service 907.00 refund due the decedent on 2009 Final Individual (Form 1040) income tax return 5 Members First Federal Credit Union 308.74 savings account #81770-00 6 Morgan Stanley/Smith Barney 45,064.80 investment account #22L16203 7 Naples KOA 22 09 refund due the decedent on lot rent in mobile home park in Florida 8 Pinnacle Health 58.56 refund overpayment due the decedenrt 9 PNC Bank 6,252.58 checking account #5070075756 10 Wells Fargo 19,587.71 investment account #2081-6388 TOTAL (Also enter on line 5 Recapitulation) $ ~ 74 , 711.58 3W46AD 1.000 (If more space is needed, insert additional sheets of the same size) 1996 Geo Tracker -Trade In Value, blue book value -Kelley Blue Book Page 1 of 5 a~: .. ,_ M~}yam .' ~. °Rp.. .. 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Compare Insurance Rates v~rith Progressive r Search Geo Tracker Payrr~er7r Cafcuiatar ~ Search all Classifieds near 17055 - Find a i.~ealer On .Blue Book Classiifip!ric^+ _ ---- Geo _.. Tracker ~_.._. 75 Miles Near ZIP 17055 To Yiew Ads, Citick Compare -Used vs-. New Save Vehicle ~-- P (Finance & Insurance Get a IVeUV Cc~r Lac3n t~ror7t 4.~4~3/a APR Get aPre-Awned Loam firarr! 4.'7.9°,~o APR Get Your Credit Scar~t~., Nati~~ Get a Free Ir~surar~ce C~uote http://www.kbb.com/kbb/UsedCars/PricingReport.aspx?Yearld=1996&Mileage=106000&VehicleClass=... 1 /25%2010 REV-1509 EX+ (6-98) COMMONWE4LTH OF PENNSYLVANIA INHERffANCETAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Isabelle R. Conbov 21 09 1053 If an asset was made joint within one year of the decedent's date of death, it m ust be reported on Schedule G. SURV N ING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A Rupp, Ned M B Rupp, Samuel M JOINTLY-0WNED PROPERTY: 16 East Marble Street, Mechanicsburg, PA 17055 Son 431 West Main Street, Mechanicsburg, PA 17055 Son ~~ NUMBER LETTER FOR JOIN TENANT DATE MA DE 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 VALUEOFASSET % OF pECD'S INTEREST DATE OF DEATH VALUE OF DECEDENTS INTEREST 1 AB 5/5/2005 Susquehanna Bank 2,775.10 33.3300 925.03 checking account #3101269801 2 AB 10/27/1980 Wachovia Bank 18,828.26 33.3300 6,276.09 checking account ending in 4270 TOT (Alen antPr ~~ line 6 Reca i it ion) I ~ 7 , 2 O1 . 12 (If more space is needed, insert additional sheets of the same size) 3W46AE 1.000 REV-1510 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY tS1Alt OF FILE NUM Isabelle R. Conbov 21 091053 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBS DESCRIP110N OF PROPERTY INCU.OETFEr14MEOFTI-ETRANSFEREE,THEIRRELATIONSHIPTODECEDENTAND TFf DATE OF TRAtSFER. ATTACHA COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET %OFDECD~S INTEREST EXCLUSION IF APPLICABLE TAXABLE VALUE 1• Members First Federal Credit Union 15,093.84 100.0000 6,000.00 9,093.84 Certificate of Deposit #81770-42. Opened within one year of death with Ned & Samuel Rupp as co-owners TOTAL (Also enter on line 7, Recapitulation) ~ $ 9,093.84 (If more space is needed, insert additional sheets of the same size) 3W46AF 1.000 REV-1511 EX + (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Isabelle R Conbov 21 09 1053 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~, Malpezzi Funeral Home, Inc. funeral services 5,474.51 Total from continuation schedules . B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address City Year(s) Commission Paid: State Zip 1,575.00 2. Attorney Fees Sne~.baker & Brenneman, P. C. 2 , 800 . CO 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 4. 5. 6. 7. 1 2 City State Zip Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees Cumberland Law Journal advertising Executors' Notice Patriot News advertising Executors' Notice Total from continuation schedules 156.00 400.00 7 5.0.0 199.61 1,044.00 TOTAL (Also enter on line 9 Recapitulation) ~ $ 11 , 724.12 ~wasac 1.000 (If more space is needed, insert additional sheets of the same size) Estate of: Isabelle R. Conboy Schedule H Part 1 (Page 2) Item No. Description 2 Rhoela Rupp reimbursement for funeral luncheon 3 Gingrich Memorials grave marker 21 09 1053 Amount 795.00 780.00 Total (Carry forward to main schedule) 1,575.00 Estate of: Isabelle R. Conboy 21 09 1053 Schedule H Part 7 (Page 2) 3 Register of Wills short certificates 4.00 4 Register of Wills filing fee for Inheritance Tax return 15.00 5 Wachovia Bank fee for obtaining date of death balances 25.00 6 Reserve for filing fees, accountant fees and other miscellaneous costs associated with the administration of the decedent's estate 1,000.00 Total (Carry forward to main schedule) 1,044.00 REV-1512 EX+ (12-08) pennsylvania SCHEDULE I DEPARTMENTOF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Isabelle R. Conboy 21 09 1053 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~~ Card Services LL Bean credit card debt 222 79 2 Direct TV satelite TV service 29 69 3 Members First Federal Credit Union credit card debt 77 91 4 Pinnacle Health medical services 91.52 5 Publishers Clearing House subscription dues 105.23 TOTAL (Also enter on Line 10 Recapitulation) ~$ 527.14 BwasAH 2.00o If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (11-08) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ~.v~r~~cvr FILE NUMBER Isabelle R. Conbcw .,, ,, ,, , _ G1 V 7 1VJ.7 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 2116 (a) (1.2).j 1. Ned M. Rupp 16 East Marble Street Mechanicsburg, PA 17055 One Half of Residue: 39,877.64 Son 39,877.64 2 Samuel M. Rupp 431 West Main Street Mechanicsburg, PA 17055 One Half of Residue: 39,877.64 Son 39,877.64 ENTER DOLLAR AMOUNTS FOR DISTRIBU110NS SHOWN ABOVE ON LINES 15 THROUGH 1 8 OF REV-1500 COVER SHEET, AS APP ROPRIATE. II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUl10NS UNDER SECTION 2113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 0 . 0 0 8W46AI 2.000 ~~ more space is neeaea, mser[ aaainonal sheets of the same size. COMMONWEALTH OF PENNSYLVANIA - . ss. COUNTY OF CUMBERLAND I, ISABELLE R. QOlJEOY, Testatrix, whose name is signed to the attached or foregoing instrument, having been dul law, do hereby acknowledge that I signed and exec ted the instrumendi as to Last Will; that I signed it willingly; and that I si ned it as my voluntary act for the u g my free and p rposes therein expressed. Sworn to and acknowledged before me by isARP:rr.E R, pp~ply~ the Testatrix, this y1`i~ti, day of "~ .~~~..L, , ,~ , 1995. °~, ~~ -~ Not o~ Seal i,~r •r`. Cu..rrtErQ, Notary Public •:;;;;~,;;:;Uurr, Soro, Cumi~Grland County ,~ ~ommissiori Expi;•es May 1 f~, ~ 998 ~q~m;~r, Pennsylvania Association of tvotariea COMMONWEALTH OF PENNSYLVANIA - COUNTY OF CUMBERLAND ss. Tn7e, J.~~~~.T,~' ~; u.+d'~~r s~~.~`rl 1~'~~~o fry the witnesses whose names are signed to the 4atta hed or f instrument, bein dul oregoing 9 y qualified according to law, do depose and say that we were present and saw the Testatrix, ISABEGLE R. C70l~30Y, sign and execute the instrument as her Last Will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix, signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to and subscribed before me by ~9,~,{~,.- ~ ; ,S'~~a~~y ,~~,;~~ ~'`'~`~''~~ ~° ~ °~~'~~'~"~' , witnesses, this y ~'~" day of ,,~,~~.~ , 1995. Witness l tness Nota ' Charlyn `i. ~.:ii..~r;; i•i~~~-r~, ;~i,at:ry P~.rblic Mechanics++.:;~i '.:trL), ~;::rn'r.~erla~d County My Cornmis:~io^ ~:<~Sires r~:ay 1 rJ, '1998 iWlember, Aennsyivania tissaciatiort of Notari65~ ~. d