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HomeMy WebLinkAbout06-14-10 155610145 REV-1 ~~0 °``~,-,~, OFF~IAI. USE ONi,Y PA ~ d Rer~rxu pensy~ Cauny Code-Year F'~e Number °~ T'pt°~ INHERITANCE TAX RETURN Po eooc 280801 ~/ ~ % ,~l 2 /~ / F~srrta8uom. PA 1r~a~-~eo~ RESIDENT DECEDENT U .J (~ ENTER DEC~Di~NT't~NIUITION BELOW Soda) Security Number Date of Death MMDDYYYY ~ Date of Birth MMDDYYYY 204-O1-3337 03292010 09161914 Decedent's Last Name Suffix Decedent's first Name M! Ilgenfritz Mary Romaine (K Ap~iicabie) Errar Sutvhrfrp Spouse's Infonriad~ Below Spouse's Last Name Suffix Spouse's Flrst Name Mt Spouse's Sodas Security Ntmbsr THIS RETURN MUST BE flLBD E+I DUPUCAT'E WITH THE REGI~TER'OF V~ILLS Flu IN APPROPRIATE BOXES eElOw ® 1. orb Rebrn 0 2. Suppler Rte, p 3. Rerrtsirtder Reaxrt (dste d death ~ m 12-1382) 4. Lhrttted Eslab 0 4a. Futtme Merest Comprombe (dated ('~ 5. Feder Eons Tax Rattrrt Requq+ed death alter 42-1282) ® 8. Decedent Oied Tesdle 0 7. Dsosderrt Maiftta~ed a t.iv~p Trtrat ~ 8. ToW Ntxnbsr d Sale Deposit Boaes (Attach COPY d WlI~ (Attach Copy d That) 9. lltlpa9ort Proceeds Rscatvsd ~ 10. Spotaal Poverty Cr+e~ (dolls d death ['~ 11. EJectbn tD tax trader Sec. 9113(A) between 1231.91 and 1-1.95) (Attach Sch. O) - TISS SECTION MUST 8E Cam. ALL CORRESPONDENCE AND CONR~ENTIA4 TAX l1~ORMATpN ~IWND ®E DNlECTED TO: Name Daythne Telephone Number ROBERT G. FREY 7172435838 REl313TER USE Flrst Nne of addr+sss 5 SOUTH HANOVER STREET Second one of address City or Post Office CARLISLE Cornspor~lenCs e~ addr+rss; rf ~~ ~ ~. ~ ~~ ;,~ rn _.,. ::~. ~~~ ~ _ ~t -~ ~--~ __ State ZIP Code PA 17013 frevtilev.c ~~ ~.~ ~~ +:" ~`' `.r-, `~=:~=~ ~~ X1'4- __ 1-~~'lls~.'d~ ,fir w . _ ~,r~ I ~s- c _ ~'1'+ ~ ~ra r 3 DATE 5 SOUTH HANOVER STREET ~'ARLISLE PA 17013 l PLEASE t1SE ORIGINAL FORM ONLY Side 1 L 1505610145 1505610145 J c, 7S J REV 1500 EX 1505610245 Decedent's Sodas Secufity Number :~: Mary Romaine Ilgenfritz 204-01-3337 RECAPm~.ATtoN 1. Rest Estate (Sdhedub A) ........ ................................. 1. NONE 2. Stocks and Bonds (Schedub B) ...................................... 2. 2 918.0 0 3. Ckuely Held Caporation, Partnsrsh~ or Sob-Proprbtorship (Schedub C) ..... 3. NONE 4. flAortgage: and Notes Rsoeivabb (Schedub D) .......................... 4. NONE 5. cash, Bank Deposits and neous Personal Property (Schedub E) ...... 5. 2 0 5 9 8.0 0 6. Joh~tly Owned Property (Schedule ~ [=Separate Requested ........ 6. NONE 7. Inter-Vivos Tnmsfars b 14VUac~llaneoua Non-Profsate Property (Schedule G) OSeparate Bring Requested ........ 7. 7 7 9 2 0. 0 0 8. Total tir+oss Assets (tots! Lines 1 through 7) ........................... 8. 1014 3 6.0 0 9. Funeral Expenses and Adminbtrative Costs (Sd,edub H) .................. 9. 13 914.0 0 10. Debts of Deoedsnt, Mortgage Liabilities, and Lbna (Schedvb I) ............. 10. NONE 11. Total Dedux~ions (total Linea 9 and 10) ............................... 11. 13 914.0 0 12. Net Valw of Estate (Line 8 minus Line 11) .............................12. 8 7 5 2 2.0 0 13. thariCabb and Cioverrxnentat Bequests/Sec 9113 Truals for which an ebction to tax has not been rruieb (Sc~redub J) ....................... 13, 5 0 0.0 0 14. Net Vah~e Eu~ect to Tax (Line 12 r~us Line 13) .. • 14. 8 7 0 2 2.0 0 TAX CALCULATION • 8EE INSTRUCTIONS FOR APPLICABLE RATES 15. ~ ~ Une 14 taxable at the spousal tax rate, or transfers urxler Sec. 9116 (ax1.2) X .0 0 15. 0.0 0 16. Arrwunt of Une 14 taxable at lineal rate X .0 4 5 16. 0.0 0 17. Atnotmt of Une 14 taxable at rate X • 12 8 7 022.0 0 17. 10442.64 18. Amotutt of Une 14 taxable at cogateral rate X .15 18. 0.0 0 19. TAX DUE ....................................................... 19. 10442.64 20. FILL tN THE BOX E: YOU ARE REQUESTING A 1EIFUND OF AN OVERPAYMENT 0 sw.s L 1505610245 1505610245 REV-1S0o ©c Pans 3 FiN NumbK 20401-3337 DeCtad@I's~'8 Compl~® IAddt~ess: 21-10-0361 DEt.rEDENT'S NAME M Rome I nfritz STREET ADDRESS 770 South Hanover S t CITY t,,arti STATE A ZIP 17013 Tax Payments and Cn~dita: 1. Tax Due (Page 2, Una 19) (1) ~ Og,~~~ 2. CreditsJPayments A. Prbr Payments 10000.00 B. Disoaa'tt 500.00 Tothl Credits (A + B) (2) 10 00 ~~ ~~ 3: Interest (3) 4. If Une 2 is greetrrr than Una 1 + Una 3, enter the dl~narx>e. Phis is the OVERPAYMENT. FNI M boot an Pape 2, LJine Zti to request a rettmd. (4) _7.36 5. ff Una 1 + Une 3 is greater thaw Une 2, eater the toe. This is the TAX DUE (5) 0.00 Make ct~ck payable to: REGISTER t}F IMILS, AGENT PEE ,~~ r~o~~o~~ c~u~ss ~ ~cr~t~ ~ ~ ~ -,- 1. Did decedent nice a transfer and: Y No a. retadn tla• use ~ income of the property transferred : ........................................................................... ~ a b. reb~ the right to designate who shad use the property trsnsferned or its income : ................................ ^ ^X a retaiN~ a r+e+rersionar~t intere~ or ............................................................................................................ ^ 0 d. receive the promise for life of either payments, beneftrs or care? .......................................................... ^ 2. ff death ooaxr+ed after Dec. 12, 1982, did decedent trar•fer property with one year tff death without recei~ring adequate conaideratbn? ............................................................................................... ^ 3. Did dscedere own an "in front for' or payabb-upon~ddath bank aocount or sea~rity at this or her death? .... ^ ^X 4. Did decedent own an kxihvktual retirement account, ~uity or other non-probate property, which contains a beneficiary designao~on? .................... .. .............................................................................. ^ 0 IF THE At~iYER TO ANY QF THE I~iOVE CS~STIONS IS YES, YOU MUST COMP~.ETE SCHE.~IN.E G AID F~ IT a8 RAR'f OF T __ For dales of death on or alter July 1.1994, sand ba~ore Jan. 1, 1995, the tax rate imposed on the net value of transfers to or fior the use of the survivMg spouse is 3 percer>t (72 P.S. §9118 (a) (1.1) 0}]. For dates of death on or ad!tar Jan. 1, 1993, the tax nabs imposed on the rat value of transfers bo ~ for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (N}]. The statute does not exempt a transfer tD a survhving spouse from tax, and the statutory requirements for dlscatosure of assets and fifing a tax retwn are stN applc~bie even if the survhving spouse is the only beneflc~ary. For dates of death on or after Joy 1,2000: • The tax Hate imposed on the net vah~e of transfers from a decasased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parentor a stepparent of the child ~ 0 percent [72 P.S. §9116(ax1.2)]. • The tax rate imposed on the net value of transfers ~bo or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(ax1)]. • The tax rate imposed on the net value of transfers to or for the use of the dec•dent's siblings is 12 percent [72 P.S. §9116(ax1.3}]. A sluing is defined, under Sectbn 9102, as an thciivkthal who has at least one parent in common with the decedent, v-fiether by blood or adoption. `~ t~3 ~* `~' ~ SCHEDULE B ~ALTM ~ .~~- STOCKS & BO~1DS Rn'AMCE TAX 11E?'uRN ESTATE OF FIt.E'Nt7~A~ER Marv RotnaMe iloenfritz 21-10-0361 Aft ProP~I- joirrtt~OWMd vvtth f~M of stttvivotst~p must b~ ~sdos~d Ofl sC~'Nt~f F. ITEM VALUE AT DA 1. (Prudential Finandai, 49 shares, 559.56 ave. pre __ x,918 (If mane space is needed, insert addl~Ortal sheets of the same size) RE"''~DC+~~' SCHEDULE E CASH., BANK DEPOSITS, & MISC. C0 T "'''""' PERSONAL PROPERTY ~sio~vr oar E~tATE OF _ _ Fti.L NtJN~Btr'!s Mary Romaine lktenfi~tz 21.10-0381 Ir~!de the P cif tfti~~on std the- tlate. the pr+oosed~ w~ene reaeaved by the es~tste. 1 Sovereign Bank account no. 2891042492 2,151 2 Sovereign Bank account no. 2894305362 1,410 3 Chapel Pointe Refund 1,381 4 Allstate Annuity, redeemed prior to death, deposited after death 14,429 5 Jackson National income payment made prior to death, deposited after death 925 6 U.S. Dept. of Treasury Refund 1 p 7 Chapel Pointe Refund 25 8 Final R,edrrnent Payment 287 TOTAL (Also enter on Nne 5, Recapitulation) = ~ 20,598 (if more spacer is Headed, inserd additional sheets of the same size) REV''S'o °~+~°e-os~ SCHEDULE G pennsytvania t~PARTI~AENTOFREVENIJE INTER-VIVOS TRANSFERS & INHERITANt~ T/1X RETURN MISC. NON-PROBATE PROPERTY ESTATE OF FILE Marv Romaine Ilgenfi~itz 21-10-0361 Thy scMdula mwtba cotr~isled and filed ~ the any eo any of quastlor~ 1 throw 4 on papa thn~e of the REV-1~t10 is ws. ^~ ITEM NUMB R DESCRIPTION OF PROPERTY ~cLUOa TME wwiE OF Ti#', TtE:rl RdJ1T10N6~ To oECfOENT A1iD TAE ~~ ~ TRANaFER ATTACH A COFr OF Tim oE~ FOR REAL ESTATE. DATE C3F DEATH VALUE F % OF DECD'S (NTE ST EXCLUSION ~ ~'~""~ TAXABLE VALU 1. Western 8~ Soutftem tiffl, annuity, Esther Goodyear and Paul 27,920 1 OO.OOaYo 0 27 920 Wood, benefidat+es, siblings , 0 2. Jackson National annuity, Esther Goodyear, sister, beneficiary 5x,000 100.00% 0 50,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TOTAL,SAIso enter on tine 7~ Recapihtlation) ~I 77 920 if more space is needed, use additional sheets of paper of~'the same size. REW1511 EX + (10.09) pennsyivania DEPART1~Nr OF REV'al1E MIMERRANC.f TAX IiET'URN SCHEDULE H FUNERAL EXPENSES AND ADMtNfSTRATIVE COSTS ~raTE of F~ cur®~e Marv Rom~ne thenfritr 21-10-0361 QscadeM's debt must be ropottsd on ScheduN 1. ITEM N R t)ESCRIPTI~I NT A. FUNERAL EXPENSES: 1. Hoftinan Roth Funeral Home 8,41 ~ 2. Honorarium to Pastor 50 3. Food for reception 7~ 4. Fbwers 16g B. ADMINISTRATNE (XaSTS: 1. Prrsorart t~apr~sssraatlw commhstonx 1,930 Nurre(s) d Psreorwi Rapreaerrtative(s) Est#ter GOOdYe west l~ddress 79 Hillside Drive cltyy CarNslde sure PA ,_ ztP 17013 Year(s) Common Paid 2010 2 I-scxney Fees: 3,210 3. FamNy Ex.rrps~On: (If dsosdsrrt's address b rat the same ~ da~rranCs, attach eocpiarratlon.) Clairrarrt Street Add ~Y State ZIP -~ RelNionsh~ of Chirrqutt to Dscadsrn 4. Probate Fees: . 5. Acxatattarrt Fees: t3. Tax Rslum Preparer Fess: 7. MOb~e X-ray, final medk:a! bill 38 8. Sovereign Bank, research fee 20 9. Qeorge Brartscum, MD, final mecca! biH 16 TOTAL (Also enter cm'Lit 9, Fire If more space is needed, use additional sheets of paper of the aeons size. S REV-1513 EX+ (01-10) pennsyivania . SCHEDULE J ~oF urr~NCe TAX RETURN BENEFICIARIES R~t~rrr oc-c~o~rrr ESTATE ~: FILE NICER: Ma KOt Tialne i Z1-10-03Q1 REUITIDN~P TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERS~V(S) RECEMNG PROPERTY Do Not List Trustee(s) OF ESTATE 1 TA)cABi.E DtSTRp3uTioNS pncNxls otdtipht spousal dlafr~utlo~ and transfers Sec. 9118 (a) (1.2~] 1. Paul H. Woods, 92c Fairvi~v Street, Carlisle, PA 17013 Brother 4096 of Remaindectarlnu~ty 2. Helen L. Dum, 873 Bumthouse Road, Carlisle, PA 17015 Sister 2096 of RetTlainder 3. Esther Goodyear 79 Hillside [hive, Carlisle, PA 17013 Sister 4096 of Remainder/annui#y 4. Emily N. Thomas, 301 East Hi#crest Drive, Carlisle, PA 17013 Niece $1,Ob0 5. Joan E. Gitt,105 Holkriv Lane, Dillsburg, PA 17019 Niece $1,000 8. Mary Kipe,13339 Smithburg Pike, Smithburg, MD 21783 Niece $1,000 7. Irene Barsh,1248 North 2410 West, Provo lJT 841 Niece $1,000 8. Robert Woods, 88878 Cabe Santa Fe, Cathedral City, CA 92234 ~P $1,000 ENTER OOLLAit AMOUNTS fOR DISTRIBUTIONS SHOWN ABOVE ON LNdES 15 THROUG H 18 OF REV-1500 COVER SH EET, AS APPROPRIATE. it Not~l-TAxASLE DISTlRIr9uTiONS A. SPOUSAL DbSTR1BUTI0NS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GtOVER1~AENTAL DiSTRp~U170NS: 1. First Evang~icai Lutheran Churtrh 5'00 TOTAL Of PART p - ENTER TOTAL NON-TAXABLE DtSTRIBUT10N3 ON LINE 13 OF REV-1500 COYER SHEET. $ If mae ~ b needed. use addNiomd sheets of paper of the same alze. LAST WILL AND TESTAMENT OF MARY ROMAINE ILGENFRITZ I, MARY ROMAINE ILGE1gFRITZ, also knows as Mary R. Ilgenfritz, widow, of 1 Alliance Drive, Apartment 303', Chapel Pointe,. in the Borough of Carlisle, Cumberland County, FG u~lvaetia, talag of sound and dosing mind, m~rnry and uadc:atanding, do harcby make, pub id~h grid doclare this as and for my Last Will and Testament hereby revoking and making void aay and all Wills by me at any time heretofore made. 1. I direct my hereinitfter Hamad personal representative to pay all of my just debts and funeral expenses as soon after my death as may be found etnwenient to do so. . , 2. I give sad begneath the sum of Five Hundred (SS00.00) Dollitira to First Evangelical Lutheran Church located st the career oaf East High Street sad South Bedford Street in Carlisle, Peitasylvania, to be nsedTaa~ such purpose or In as the Council of said Church shall deem best. 3. I give and bequeath tomy niecx, Emily Thomas, the six smaller pieces of cut glass gives to me by my Ray Ilg, 4. I give ate bequeath dye wristwatch which bad belonged to my mother together with my child's wing chair to my slates, Esther V. C3aodyear; but should she fill w survive me by a period of nmu~y (~0} days, tla~en to my siatar, Helen L. Dum, but should sly fail to survive me by a period of tunety (90) days, then t3te same shall and be included in the residue of my estate. S. I give and boge~eath my ~ ring with diamonds to my sister, Helm L» Dum, but st~itd sbe~ fail m sun-ive Hoe by a period of ninety (90) days, then m my niece, Diane Shugbaet, but should she fail to survive me by a period of ninety (90} days, then the same shall lapse and be induded in tfie residue of asy estate. 6. I give sad bequeath the large gicaire of three geacaations to my brother, Norman W. Woods, but should he feel to survive me by a period of ninety (90} days, then to my niece, Diane Shugliatt, but should abe fail to survive .me by a period of niaaty (90) days, then the same shall lapse and be inchided in the residue of my estate. 7. I give aml begweath the sum of 51,000.00 to each of the five children of my deceased brother, Norman W. Woods, who arc Emily Thomas, loan Litt, Irene Barsh, Mary Kipe, and Robert Woods, provided each of them shatl.su~rvive ma by a period of ninety (90) days, but should any of them fail to so survive me then the beq~t such deceased mace or nephew would have received shall !epee and be added to the residue of my estate. 8. All the rest, itaidue and remainder of my estate, real, personal and mixed, sad waevar the same may be situate, I direct my ntativ+es oo set! at public or private sak and direct that oft~er the payment of debts, ~ eazpensea, expenses of administration and taxes payable on aceouat of my death. shaft be paid to my foll©wiag brothers and sisters in the parr.'ezttage ink, brtt should any of them fail m survive nx by a perood of ninety (90) days, then the share such broth. or sister would have received- shall pass to such of his or her issue as shall survive me by a period of aiaehr (90) days.. per stirpes, and if there be no such issue the same shall lapse sad be added proportionately to the remaining shares: My sister, Esther V. Goodyear, forty (4096) Percent: My sister, Helen L Dum, twenty (7A96) percent; My bmther, Paul H. Woods, thirty (4096) percent. 9: Should any person be entitled to di~nibution from my estate who is kss than 18 years of age, I direct that the ahar+e of such person be dGpositad in a sequestered bank acxount ~ similar itivestyneai m a federally insured banking or savings institution. in the name of the minor and marked "Not to be withdrawn until the minor attains the age of 18 yews m upon ardcx of a court of rat jurisdiction, or dited in such other~oan far as a court of co~apctent jurisdiction shall • ~ ~~~ J?~1~... ~~ ~~ / /` ls.,'. `' i ~ .~ ~." :., :._ ~~ .~ ~~-,-- , ~.. _ . 10. I hereby ncuainaLa, constitute and appoint my sister, Esther Y. dyear, as Executrix ; . of this ~ Lai Wilt and Testament but should she pn;decease me or fail m q ~t ~[fy or Deese sexviccg as such, then iet such event I nominate;.constitute and a~odnt is the order named my tester, Helen L. f ~ Dum, or my brotbCr Paul H. Woods as aiteraate Executors. I fiuther direct that no person serving ; , - as Executor oc Executrix shad be to post any bond. to secure the faithful performance of I .his or her duties ~ the Coma~nweai~~Pertnsyivania or in any other jurisdiction. . 11. I request theperson serving as Executor of my estate to retain the services of my ' ~ }a~t}tporney, Robert M. Frey, or of hu son, Robert C3. Frey; to assist my ExocuWr is tlx settlement of ' J '~state• .Y.'~'_~.1 -~t*'Y „ IN WITNESS WI~REOF, I have hereunto. set my head and seal ~to this my Last Will and Testament written on two (2) pages, this 16th day of June, 2000. ~. `~* ~. r.•.'~% w~~<~ ~.>;; ~: • :. omaine g~ ~ .,~ F~ :•-. , ! / J ~ f a a~a R. '"•ih' fAtt~~~ 'l ~ i %~'~{ ES~sealed, ~biishcd and declared by MARY ROMAINE II.GE,NFZtTTZ, alkfa MARY R. II.C# the Testatrix above named, a,: and for her Last Will and Testament, ir- our ~'`~~~ presencx, who, in her gresencx, at her request, and in the presence of each other, have h~areunto subacnbed oar as arresting witrksses. ~i a Pa,.,, ~r ~~~oo uJ~,,z-' Sovereign June O 1, 2010 The Estate of Mary R Ilgenfritz C/Q Executor 79 Hitllside Dr Carlisle Pa 17013-3607 Subject:. U.S. Treasury Reclamation for Federal. meat(s) ... _ .. _ ~~,- On May 13, 2010, So~~reign Bank received a notice o~xeclamation f`rcrn the U. S. _ Treasu~or Federal payment(s) deposited to the acco ~ ~ of l~~ary R Il~enfritz. The .~ ~ ~~ Treasury, advises us that Mary R Ilgenfritz date of ~ath 03/29/10 and that all payments made after that date must be returned to the 'treasury. Please be advised that the following amount(s) have been debited from the account(s) listed below and returned to the Treasury on the date shown. Date of debit: 05/28!10 ~~~ . . Acc©unt(s) debited: ********2492 . Am©unt{s) debited: $1077.70 If you have any questions or need any additional information, please feel free to call Sovereign Customer Service, toll free at 1-877-768-2265 . or pease tape this letter to your local community ba~rYkirig office. Thank you. Sincerely, Nancy ~;~mos Sovereign Bank ACF~I Department Enclosure PRU: Historical Prices for Prudential Financla) Inc Pruden -Yahoo! Finance aiN Start Date: ;: ~~~~~~~~ ~~~:'': :29. 2010: Eg. ]an 1, 2010Meekly End Dabs: ~`~ .~ ~~ ~~~~:'::~ ~.`. :29 :2010: ~^~ onthly Dividends Only First ~ Previous ~ Next ~ Last PRICES Date Open High Low Close Volume Adj Close* Mar 29, 2010 59.59 60.00 59.12 59.91 2,407,900 59.91 * Close price adjusted for dividends and splits. First ~ Previous ~ Next ~ Last lDownload to Spreadsheet 5/4/10 1:40 PM Copyright ®2010 Yahoo! Inc. All riphb reserved. Privates Poikw - Abort Our Ads - Temps of Service - Quotes dsiayscf, except where indicated otherwise. Delay times are 15 mbs for NASDAQ, NYSE and Amex. 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