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Home My WebLink About10-14-10_ _ _ ___. J 1505610101 REV-1500 ~t°,-~°~ PA Department of Revenue pennlsylvania OFFICIAL USE tDNL'~ ureau of Individual Taxes PO Box 280601. ceruxrncxi w xcvcxue County Code Year FGe Number INHERITANCE TAX RETURN - Harrisbu PA 1 X28-060>l ENT RESIDENT DECEDENT e"~ 1 I' o O Q O Z ER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 211-16-0385 08/10/2010 11/24/1925 Decedent's Last Name.. Sufrix Decedent's First Name DAVIS _ MI MARGIE M (K Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name N/A ML .Spouse's Soaal Security Number THIS RETURN MUST BE FILED IN DUPLICATE Wlh'H SHE - - REGISTER OF WILLS FILL INAPPROPRIATE OVALS BELOW Ob 1. Original Retum O 2. Supplemental Retum O 3. Remainder R tum (date of death O 4. Limited Estate O prior to 12 1382) 4a. Future Interest Compromise (date of O 5. Federal E~tat~ TI3x Retum Required death after 12-12-82) ~ 6. Decedent Died Testate O (Attach Copy of Will) 7. Decedent Maintained a Living Trust 0 8. Total Number ~f Safe Deposit Boxes (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to~ between 12-31-91 anri ~_~_ca~ .... taxjunder Sec. 9113(A) wR~srvnurnT - TFg8 SECTION MUBT BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHt Name Daytime Telephc Jacqueline M. Vemey, E (717) 243-91 First line of address ~'~ =`*7 44 S. Hanover Street Second line of address C_"') `~ Bt`s DIRECTED T0: Wumber o 9l~ONLY ~' C'1 ;/ '_7 ~ ~ , .x ~- 'O ~ ~: Z C"7 ~ ~.~ ~~ O i~ '~ -~-, City or Post Office State ZIP Code zb TE' Carlisle PA 17013 Correspondent's e-mail address: 'mVeme aoLCOm Under penalties of perjury. I declare that 1 have examined this return, including accompanying schedules and atetemeMs, and to the bas it is true, correct and complete. Declaratipn of preparer other than the personal representative is based on all infom~adon of which pre SIGNAT PER ON PONS FILINSs RETURN 4 E 3 47q SCR /N~ ~o~a C.42tvsCf , ~P l-~o ~ 3 ~JATURE OF PREPARER OTIiER,THAN REPRESENTATIVE L 1505610101 sLf Side 1 ~owledge and belief, any knowledge. ~O ^!N -/o ~u-ly-/v ~a~3 ~ i ONLY ', I I i 15056101~71'~ J II J REV 1500 EX 1505610105 Decedent's'SocCial Security Number Decedent's Name: M f~-(2 6 / E /1il . ~ q V / S .211-16-tl3615 RECAPITULATION 1. Real Estate (Schedule A) .......... , ...................... ........ ..... 1. 0.00 2. Stocks and Bonds (Schedule B) ..... ............................. ..... 2. 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 0.00 4. Mortgages and Notes Receivable (Schedule D) I I ................. ..... ..... 4. 0.00 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).. ..... 5. 9,452.24 6. Jointly Owned Property (Schedule F) O Separate Billing Requested .. .... 6 7. Inter-Vvos Transfers 8 Miscellaneous Non-Probate Property . . (Schedule G) O Separate Billing Requested... ..... 7, 8. Total Gross Assets (total Lines 1 through 7) I _ ......................... .... 8. 8,452.24 9. Funeral Expenses and Administrative Costs (Schedule H)...... ..... ' ~ ! ... .... ~ 9,635.59 I 10. Debts of Decedent, Mo rtgage Liabilities, and Liens (Schedule I) .... 10 L ' ...... .... . 13.49 ~ 11. Total Deductions (total Lines 9 and 10) .... , ......................... .... 11. 9,648.08 i i 12. Net Valw of Estate (Line 8 minus Line 11) .................... 12 _ ...... 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which .... . -196.84 an election to tax has not been made (Schedule J) .................... .... 13. I 14. Net Value Subject to Tax (Line 12 minus line 13) I .................... .... 14. 0 00 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATE8 . 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (ax1.2) X .0_ 15. 16. Amount of Line 14 taxable - - - at lineal rate X .0 _ 16. 17. Amount of Line 14 taxable .... .. _ _ i at sibling rate X .12 17. 18. Amount of Line 14 taxable _. : at collateral rate X .15 18. _ 19. TAX DUE ........ .............................................. ... 19. _ ', ; 20. FILL IN THE OVAL IF YOU ARE REQUESTIN~3 A REFUND OF AN OVERPAYMENT L 1505610105 Side 2 15056101b511~' O REV 1500 EX Page 3 Decedent's Complete Address: Margie M. Davis 442 Walnut Bottom Road clTv Carlisle, Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments B. Discount 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill 1n oval on Pace 2, Lins 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the df~erence. This is the TAX DUE. File Numder PA ~/- ~~-a9az (1) 0.00 Total Credits (A + B) (2) (3) (4) _I (5) ' 0.00 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER SHE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPR~PRIiATE BLOCKS 1. Did decedent make a transfer and: `Yes No a. retain the use or income of the property transferred :.......................................................................................... O b. retain the right to designate who shall use the property transferred or its income :............................................ 0 c. retain a reversionary interest; or ............................ ,,................................. 0 ........................................................... d. receive the promise for life of either payments, benefds a care? ....................... 2, if death occurred after Dec. 12,19132, did decedent transfer property within one year of death without receiving adequate consideration? ............... ..............................................ry ..............................' .............. 3. Did decedent own an "in trust for" or payable-upon-death bank account or securi at his or her death ............... 0 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficary designation? .......................... .............................................................................................. r~ a IF THE AI~.4WER TO ANY OF THE'ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE ~ ~S! PART OF THE RETURN. -fig .,, For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or foC the use of the surviving spouse is 3 percent 172 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and tits statutory require~nertt5 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 21 years of age or younger at death to or fbr tihe use of a natural parent, an adoptive parent or a stepparent of the child is 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 ~.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 12 percent [72 P.S. §9116(~)(1I,.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. ZIP 17013 REV-t508 EX+(&98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MARGIE M. DAVIS ~~~~~~ CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21-10-0902 Include the proceeds of Iftiaation and tnR ~~o f~ .,~,,,.e~e ,.e......~e._. ~...~- _ -_-• MARGIE M DAVIS 3679 SPRING RD CARLISLE PA 17013 2385 HICN STREET-CARL$SLE :.. N0. AMOUNT N0. AMOlMT N0. AMOUNT 8,533.24 0 0. I 0.00 d, 259.54 ACCOUNT.. ACTIVITY 07-27-1 BECIlMINC BALANCE 00-04-1 DEPOSIT 00,583.24 08-13-1 CHECK NUI~ER 2625 869.00 9,452.24 08-19-1 CHECK NUMBER 2626 66x.1! 8,792.05 08-26-1 CHECK NUl~ER 2620 519~.0~ 0,273.03 13'.44 8,259.54 ENDING BALANCE 03 259.54 .. .... 2625 03-13-10 660.19 2626 08-19-10 519.02 2620~t 001 THIS IS A REMIIOER THAT. IMPORTANT REGULATORY CHANCES THAT COULD IMPACT YOUR MtT CHECK CA AND ATM TRANSACTIOf<4 bb INTO EFFECT AFTER AUglST 13, 2010 FOR ACCOUNTS OPENED PRIOR TO JULY 1,' 2 10 AND ARE CURRENTLY IN EFFECT FOR ACCOUNTS OPENED ON OR AFTER JULY 1, 2010. IF YOU MOULD LIKE TO L RN MORE ABOUT MHAT THESE CHANCES MEAN TO YOU AND THE CHOICES YOU HAVE, PLEASE CALL US AT 1-877-378-11,28 OR VISIT US AT NNM.MTB.COM/MANACENYA000UNT. 13.49 u. t., fr~, .. .. ._.. _.._.: REV-1511 EX+ (10-09) Pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INNERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NU~f81~R MARGIE M. DAVIS 21-10-~9d2 Decedent's debb moat be reported on Schedule I. A. FUNERAL EXPENSES: 1' Ewing Brothers Fruneral Home Carlisle, PA 17013 8,918.67 2 Carlisle Memorial Services Tombstone Carlisle, PA 17013 ', 215.00 B. ADMINISTRATNE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) _ __________________ _ Street Address __.__ __ Cdy --- _.. .State __.. ZIP _ Year(s) Commission Paid: __ _ _ __ __ 2. Attorney Fees: 250.00 3. Family Exemptlon: (If decedent's address is not the same as claimant's, attach explanation.) gaimant _ _ _ _ _ Street Address City _ _ _ __ State _ ZIP ........_. !,. _. Relationship of Claimant to Decedent _ _ _ _ 4. Probate Fees: 100.00 5. Accountant Fees: 6. Tax Return Preparer Fees: ~• Advertise Letters CW-$75.00 +Sentinel-$176.92 151.92 'I TOTAL (Also enter on Line 9, Recapitulatilon)I ~ 9,635.59 If more. space is needed, use additional sheets of paper of the same size. Ewing Brothers Funeral Home, Inc. 630 South Hanover Street Carlisle, PA 17013- (717)243-2421 August 17, 2010 Alan G. Davis 39 Prickly Pear Drive Carlisle, PA 17013 The Funeral Service for Margie M. Davis We sincerely appreciate the confidence you have placed in us and will continue to assist you its ej~ery way we can. Please feel free to contact us if you have any questions in regard to this statement. THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUI~'M~NT AND MERCHANDIS ' E THAT YOU SELECTED WHEN MAILING THE FUNERAL, ARRANGEMENTS ~ L. PROFESSIONAL SERVICES Services of Funeral Director/Staff , $1840.00 I Embalming. ~ $875.00 ~I ' Dressing, Casketing, Cosmo etc. 5290.00 2. FACILITIES AND SERVICES Total Facility Usage . $790.00 ', 3. AUTOMOTIVE EQUIPMENT Vehicle to transfer remains to Funeral Home, $275.00 Hearse (Casket Coach) $250.00 Lead car/Clergy $125.00 Utility Vehicle for lK 5125.00 FUNERAL HOME SERVICE CHARGES 64570,00 SELECTED MERCHANDISE: 20G Sealed Spartan Coral Casket S1250.00 #S Regular OBC (Sealed) $1295.00 Acknowledgement cards. . _ $10.00 ', Register Book(s) $40.00 Memorial folders , $75.00 THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THAT YOU HAVE SELECTED $7240.00 ~~ Cash Advances Opening Gravq . Clergy/Mass Offering, . Certified Copies of the Death Certificate , Flowers , . The Sentinel Obit w.Photo 1/2 price TOTAL CASH ADVANCES AND SPECIAL CHARGES . .. •. •. .. •. ~, Total Total Cost . . ~~-~y~~ 69°'B9 .~ $1295.00 $125.00 $72.00 $132.50 $54.17 $1678.67 $8918.67 1~' ', I! ~y ~ ~~ ~ ~-1 ~ 8'~ ~i" ~ ~~~Q 'The Sentinel www.cumb*rlink.com ~~~G :~r,~e sESer~r~t;Fr ~~ ca,,vr~ JACQUELINE tIA. VERNEY 44 30UTH HANOVER STREET CARLISLE, PA 17013 717-243-®190 AD NUIWIB R PAGE NO. 388980 1 of 1 BILL DATff SALESPERSON 09/Z 10 wolfs START A E STOP DATE 09H 11110'' 09/28/1 O AD NUi1~ER AD DESCRIPTgN LWES 30x960 EXECUTOR'S NOTICE LETTERS TESTAME 10 PU C TICES 32 * 2 cols Publication Insertions Rate ~ Amount Gross Amount 3 THE SENTINEL -LEGAL 3 LGL 188.82 TOTAL AD CHARGE 3189.92 3 PROOF OF PUBLICATION 01PRF I~7.00 o~ Est.MargieDavis PAY TH13 AMOUNT $176.92 $212.30' *AFTER 10/21/10 Thank you for advertising with The Sentinel! Deadline for in~olumn legal ads is 4:00 p.m. two business days prior to date of insertion. For questions, call (717) 240-7130. THIE ENTINEL c/ EE NEWSPAPERS P X840 W ~tL00 V4 50704-0540 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Iames IQeinklaus, Director of Sales and Mazketin~ of The Sentinel, of the Couynty and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, n~wspaper of general circulation in the Borough of Cazlisle, County and State aforesaid, ' as established December 13,1881, since which date THE SENTINEL has r~gularly issued in said County, and that the printed notice or publication attached h to is exactly the same as was printed and published in the regulaz editions and ' es of THE SENTINEL on the following day(s): September 11. September 18 and September 25 2010 ' ' COPY OF NOTICE OF PUBLICATION '' ~ ' R r ~- ~' ' Affiant further deposes that he ~ is not J^` interested in the subject matter of~ e ' o~ ~ ~°"~' aforesaid notice or adve t and that •~ v ~ "~~ ~~ ~ % F ~ ~ ~. ;~ all allegations in the foregoing to t as v~r~ s.m n, ~ . to time, place and character of lication • s.ttlwn ~ ~ j s are true. i; F_ ~ avfs and. fl L1aws ~ or, ,: ~ ,y~lQ s M Vern sow rrr '. crrxsl.,P117POts Jacgneuno M. Yornsy _.~ ~ i k; . 4~e. l ,c _- - - I My commission expires: NOTARIAL SEAL I' BAMBI ANN HECKENDORN CARLISLE BOROUBH. CUMBERLAND CNTY III My Commission Expires Jan 2l, 201+ ' I Sworn to and subscribed before nee this _. ~ CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET CARLISLE, PA 17013 Tale: (717) 248188 Feuc (717) 24~-28d8 '' October 1, 2010 Cumberland Law Journal is published every Friday by the Cumbe Ind County Bar Association and is designated by the Court of Common Pleas as the o cial legal publication for Cumberland County and the legal .newspaper for publicaf n of legal notices. ~, TO: Jacqueline M. Verney, Esquire ', ', ~~ Margie M. Davis Estate RE: Legal advertisements must be received by Friday Noon. All legal must be paid in advance. Make all checks payable to: Cumberland ~Lav~ Advertisement inserted on following dates: September 17, September 24, and October 1, 2010 ~' ~, Advertising Cost $ 7~5.~ Proof of Publication $ ~10.~ Second Proof Request $ b.~ Payment received $ 71~'~.~ Total Amount Due $ Becky H. Morgenthal, Executive Director PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esgaire, Editor of the Cumberland Law Journal, of State aforesaid, being duly sworn, according to law, deposes and says that the C Journal, a legal periodical published in the Borough of Carlisle in the County an was established January 2, 1952, and designated by the local courts as the offici; periodical for the publication of all legal notices, and has, since January 2, 1952 issued weekly in the said County, and that the printed notice or publication attac exactly the same as was printed in the regular editions and issues of the said Cw Journal on the following dates, Affiant further deposes that he is authorized to verify this statement by Law Journal, a legal periodical of general circulation, and that he is not interes matter of the aforesaid notice or advertisement, and that all allegations in the fi statements as to time, place and character of publication are true. Dads, I[ae{f~ 7[., decd. Late of Carlisle Borough. Faoecutora: Jeffrey L. Davie and Alan C3. Davis c/o Jacqueline M, over Street. Carlisle, PA Oll3. Attorney: Jacqueline M. Verney, I:aquire, 44 South Hanover Street, Carlisle, PA 17013. County and Berland Law :ate aforesaid, .n regularly hereto is •land Law Berland the subject i I' i~~ ,,.-~;..~ isa Marie Coyne, ditor SWORN TO AND SUBSCRIBED ~e~'ore me this 1 of October. 2010 Notary I li DEBORAH A NS NtNu~t lU8lE Bai0U8H. C RLAND COU Mr Coaanipion Apt 2e. 40th r _. • ~' REV-1512 EX+ (12-0$) Pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, iNHERTTANCE TAX RETURN MORTGAGE LIABILITIES 8[ LIENS RESiDErtr oECEOENr ESTATE OF FILE U MARGIE M. DAVIS 21-1 0 Report debts intoned by the decedent prior to death that romatned unpaid at the date of death, tneludinp unrotm ITEM NUMBER DESCRIPTION 1 • FIA credit card shoe purchase ', TOTAL (Also enter on Line 30, Recapitulation) If more space is needed, Insert addftional sheets of the same size. __ _ __ -_- ~. medial expenses. VALUE AT DATE OF DEATH 13.49 13.49 _.. i I.. r-- __ __ • ~ ~ REV-1513 EX+ (O1-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCI~EDULE J BENEFICIARIES ESTATE OF: BILE NUMBER: MARGIE M. DAVIS ' 21-10-0902 ELATIONSHIP TO DECEDENT li AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECENING PROPERTY Do Not List Trustst(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Indude ouMght spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. Alan Goodyear Davis son I ', 50% 2 Jeffrey L. Davis son I 50% L ', ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, NON TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 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 COWER SHEET. I ~ ', If more space is needed, use additional sheets of paper of the same size. , - __J_ 11_