HomeMy WebLinkAbout09-27-10•l ~ ~t
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1505610101
REV-isoo ~~01_~> ~ ,~ Y
PA Department ~ ~ ~ ~ Year,, ~ Nunlnar
Bureau of Individual Taxes iNHERiTANCE TAX RETURN
po BOX zf3o6ot RESIDENT DECEDENT ~ 1 KJ ' U o o j Q~
Harrisburg PA i7iz8-o6oi
f3NTER DECEDENT fNFO1tlAAT10N BELOW
Social Sectuity Number Date of Death MMDDYYYY .Date of Birth MMDDYWY
za-as-77zs _ o1rolr~olo ozrz~1~34
I,
Decedent's Last Name Suffix Dec:adant's FHst Name MI
POOL MARSHALL I, ', G
(If AppNablaj EirNsr Survlvk+p SPowa's M-lonnatlen BNow i ~,
Spouse's Last Name Suffix Spouse's First Name ~, MI
i
's I Number
Spout $O`~ sew TH18 RETURN MU8T BE FILED M DUPLICATE 1'FIE
REGISTER OF WILLS
FlLL IN APPROPRIATE OVAt.is BELOW
~ 1. Original Return O 2. Supplerrrerttal Return O 3, - -- -Re~um (dale d death
O 4. Limited Estate O 4a. Frdure Interest Compromise (dale d O 5. Federal F.~ald, Tax Return Required
we.u~a.aq ~~-~w~~
~ 6. Decedent Died Testsle O 7. Deoedsrrt Maintained a t.iving Trust ~ 8, Total Hamp 1
er 7" ,
Safe Deposit Boxes
(Attach Copy d V+dM) (Attach Copy of Trust)
O 9. L+dgation Proceeds Reosived O 10. Spousal Povarly Credo (date d death O 11. F_tedion b t ax Sec. 9113(A)
trstwsert 12-31-91 and 1-1-93) (Attseh • O
CORRESPONDENT - TIIS SECTION MUST BE COLLETED. ALL CORRESPONDENCE AND tX>NFOEN'f IAl TAX NIFORMATION tIE OIRECTEO TO:
Name Daytime T
KATHLEEN G. SLENT2 (717) 605-76 1 '~,
REGISTER USE ONLY
First ikle of ed~ess ~,
M
7789 WERTZVILLE ROAD °
Ln
Secatd t'me of address n
N
~.1
ZIP C O
ode
City or Post Office State
CARLISLE PA 17013 Z
~ ~
N
Corr>spondsltR'a a.arll address: .OOfif '~"
Under penMtlas d perjury, l declwe thG 1 taw exarnNred tlris return, IncNiding aoaompanying aohedrlea and W~1tNrdb end 1o U+e d y knoNrlatlgs and bellafi.
tt b true, eorrea end ceompble. DecMratbn d prepMer otlbr than the tit represerdetlve is based on aB Ir-ionrMtlor- d which tree any knowledge.
SIGNA OF PERSON RE FOR tl O RE7URN TE
ADDRESS
~ ~
SIGNATURE OF Pi~1~R OTHER THAN REPRESENTATIVE 4Ar e
ADDRESS
PLEASE 113E ORIGINAL !ORBS ONLY
Side 1
1505610101 1505b1D]~O~r
i
m
s
C~
'~ 'r.'I
~~
~~_
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J 1505610105
REV-1500 EX Decedent's Security Number
20428-7725
tars rl~me: MARSHALL GARNET POOL
RECAPITULATION
. 1.
00
1. .
Real Estate (Schedule A) ........................................... I
2. stocks and Bonds (Sdredule B) ....................................... 2. II 0.00
3. Cbsely Held Corporation. Partnership aSole-Proprietorship (Schedule C) ..... 3. 0.00..
4. Mortgages and Notes Receivable (Schedule D) ........................... 4. ~ 0.00
5. Cash. Bank Deposits and MisceNarreous Persaral Property (Sc~redule E)....... 5. 91,572.99
',
6. ,loirrtly Owned Property (Schedule F) O Separate BiNing Requested ....... 6. 0.00
j ,
7. Inter-~/rvoe Transfers 8~ Miscellaneous Non-Probate PropeAy 00
0
(Schedule G) O Separate BNling Requested........ 7. .
8. Total Gross Assets (4Dta1 Lines 1 through 7) . ............................ 8. !i 91,$72.89
9. Funeral Expenses ana Adtnk~rative costs (schedule H) ................... 9. ~'~, 10,557.97
i
10. Debts of Decedent, MorGgaga LiaW4itles, and Liens (schedule q .............. 10.
_. ', 12,317.04
,_ _.
11. Total Daductlorrs (total Lines 9 and 10) ................................. 11. ~'il 22,873.01..
12. Nst Valve of Estaq (Line 8 minus line 11) .............................. 12. 68,697.98
__
13. Charitable and Governmental BequestalSec 9113 Trusts fa which
00
0
'
an election to tax has not been made (Schedule J) ........................ 13. .
,
14. Nat Vskn 9'~ubjeeK to Tax (Line 12 minus line 13) ........................ 14. ~~, 68,697.98
~. +- - -
TAX CALCULATION -SEE INtiTRUCI'IONS FOR APPLICABLE RATES
15. Amount of Ur-e 14 taxable
at the spousal tax rate. a
transfers under Sao. 9116
(ax1.2) x .o_
16. Amount of Line 14 taxatrle _ 3,091.41
at lineal rate X .0 4~
17. Amount of Line 14 taxable
at sibGrg rate X .12
18. Amount of Line 14 taxable
at colleterel retie X .15
I
15. ~', 0.00
16, ', 3,091.41
17. ', 0.00
~ 0.00
18.
„_ __..
......................... 19. I
19. TAX DUE ................................ ' 3,091.41
20. FILL IN THE OVAL iF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O
Side 2
1505610105 15056101~5~1
~I
REV 1500 EX Pape 3
Decedent's Ccmpiete Address:
FNa Number
MARSHALL GARNET POOL
srR~t,wo~ss
373 SHERWOOD DRIVE
CARLISLE ~~~PA ~ ' 17015
Tax Payments and Credits: ~,
1. Tax Due (Page 2, Line 19) (1) ~ 3,091.41
2. Cr~edifslPayments 000 ICI
A. Prior Payments i
B. DisoouM 0.00
Total Credits (A + B) (2) 0.00
3. interest '
4. ff Lie 2 is grater than Line 1 + l.kre 3, enter the difference. This ie the AVQtP1-Y~lIT. (3) _ ~I 0.00
FNI fn oral on Pape 2, LNn ZO b rogtreet a refund. (4) ~~ _ 0.00
5. N Line 1 + Lure 3 is greater than Lrcre 2, solar the di9erenoe. This ~ the TAX DUE (5) 3,091.41
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIQNS BY PLACING AN'7C' IN THE AP TE BLOCKS
1. Did decedent make a transfer and: Y ~
a. retakr the u$e or irworrre of ttre property tramerred :..........................................................................................
b. retain the right b desigrrale who shah use the property transferred or its income :............................................ Q
c. retakr a rever~orrary ink; or ..........................................................................................................................
d. receive the prorrdse for Nfe of either payments, benefits a care? ...................................................................... Q
2. H de~h oocursed aAar Dec.12,1982, did decadent transfer property witldn one year ~ deNfr
witlrout receiving adequate oorrsideration? .............................................................................................................. .xQ
3. Did decedent own an "in that fa" or peyable~rdealh bank account a aacwity at hb or her deatir? ..............
4. Did deoederrt own an individual retirement account, annuityy or other non-{xobale property, which
oorrtains a beneflaary designatbn? ........................................................................................................................
!F THE ANSWER TO ANY ~ THE ABOVE QUE8TION8 {S YES, YOU MUST COMPLETE SCHEDtN.E G AND FEE A~ PART ~ THE RETURN.
For dates of death on or after Jtdy 1,1994, and before Jan. 1, 1995, the tax cab imposed on the net value of transfers to or for tics ~~use ~ the surviving is
3 percent [72 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 b or for the use of ~ spouse is 0 peroen#
(72 P.S. §9116 (a) (1.1) (ii)]. The statute does rrot exempt a transfer to a surviving spouse from tax, and the statutory regti ~disdosure of assets and
tiling a tax return are still applicable even ff the surviving spouse is the only benefiaary.
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 fort thr~ use of a natural parent, ~
adoptive parent or a stepparent of the child is 0 percent (72 P.S. §9116(aX1.2)]. I
• The tax rate imposed on the net value of transfers b or for the use of the decedent`s lineal benefiaaries is 4.~i ~eroent, 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 decederrt's siblings is 12 percent (72 f? S. §9116(a~1.3}], A siblir~ is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REW150e EX+ (g.gg~
cot~oNUUEA~TH of PENr~snvANw
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCNto11L!
CASH, BANK DEPOSITS, 8 MISC.
PERSONAL PROPERTY
ESTATE OF FILE NtNElCR
MARSHALL GARNET POOL ' 21-10-0018
rviui. w..w~n~.d. d WYdI4r, ..rl «,..1.i. «,....,.,...1....... - -' Iu, w,. _.....
-- - ------ -- -- -----
Ap PfePwh l~~~ rrwr right d wMlrossls~r ~ ~ rNeoloeed on t3alsedssle F.
if ~ VALID AT 1a11TE
hxNsIBER DESCRIPTION '~ aF MATH
1. TRANSFER OF CHECKING ACCT TO ESTATE ACCT ~ 9,760.00
2. CD ~ '', 20,000.00
3• ~
~ 30,000.00
4.
AIiCTION PROCEEDS i I
,
22,582.25
5. KUBOTA RTV, ACTUAL SALE PRICE I 8,300.00
6. CENTURY LINK REFUI~ 9.57
7. PPL REFUND
~ 272.97
8. ~
AARP HEALTH REFUND ~'
157.75
9. CD INTEREST 306.91
10. FINAL TRANSER OF CHECKING ACCT B~AIAN(~ TO ESTATE ACCT
~~
~~
I 183.54
i
~',
TO'fAl (Also sxMer on Nne 5. Recaipilsietonl i I 91,572.99
(If snore shoe le needed, isleert srddMlolsel sllseeb d the 11/rN sltra)
nE'v-i5ii cX+(i0-09j
~ Pennsylvania
' DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
.SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
ESTATE OF ~~
MARSHALL GARNET POC?L _ 21-1(~-Op18
_ Decedent's debt must be reported on Sdreduk L
ITEM
NUMBER ~~~~~ ~~
A. 1 FUNERAL EXPENSES: 10,044.47
HOFFMaN ROTH FUNERAL HOME ~ ~',
~i
CARLISLE MEAAORIAL SERVICE - ENGRAVMIG OF HEADSTONE I ~' 185.00
s.
1
2.
3.
4.
5.
6.
7.
ADMINISTRATIVE COSTS:
Personal Representative Commissions:
Name(s) of personal Representative(s)
Street Address
~y
Year(s) Commission Paid: ___
State _ - --ZIP
Attorney Fees:
FamNy Exe-nption: (If decedent's address is not the same as claimant's, attach explanatlon.)
Ciaimant
Street Address
~, State ZIP --
Relationship of Claimant to Decedent _
Probate Fees:
Aocourdant Fees:
Tax Return Preparer Fees:
COURT FEES (Will, SHORT CERTIFICATES, JCS FEE, AUTOMATION FEE. FII.MIG FEE)
210.00
118.50
TOTAL (Also enter on Une 9, Recapitulation) # ' 10,557.97
If more space is needed, use additional sheets of paper of the same size.
I
'~
RcV-15i2 EX+%i2-03j
SCHEDULE I
;
~ ' Pennsylvania
- DEPARTMENT OP REVENUE DEBTS OF DECEDENT,
~NNER~AN~ TAx RETURN MORTGAGE LIABILITIES 8 LIENS
RESIDENT DECEDENT
ESTATE OF FILE
MARSHALL GiARNET POOL 21-1 18
Report d~ebitis Marred by the decadent prior to death that ron+afnad ur~afd at the data of deWb indudlrq a+adlal
~~
NUMBER
DESCRIPTION VAWE AT DATE
OF DEATH
1. ~,L ~ I~ 456.51
2. CENTURY UNK 276.15
3.
DISH NE1yVOR1C I
192.77
1
4. CULLIGAN I, 87.36
5. GREGORY PWL-CA~URE'TOR FOR LINCOLN TO READY FOR SALE 335.43
6. BOY SCOUT TROOP 84 FOOD STANDf00D FOR tIELPERS AT AUCTION 82.00
7. HAROY'S AUCTWN SERVICE 4,012.57
i
8.
J. BONAWITZ - DUNPSTER FOR CLEAN-UP 502.20
9. QUANTUM IMAGING 8 THERAPUTIC ASSOC (NOT COVERED BY INS) 36.00
~
10.
WEST SHORE EMS -AMBULANCE ,
~ 925.62
11. CAREMARK - MEDICINE 9.00
12. PETERMAN'S POWER EQUIPMENT (UNPAID BILL) 11.83
'
13.
KATHLEEN SLENTZ - DEBT OWEDfSTATED IN WILL ,
~~ 5,100.00
14. KATHLEEN SLENTZ - MISC EXPENSES (CAR PARTS TO PREPARE VEHICLES FOR SALE) I 289.60
ii ~,
~,
I
~~
I
i
~i
I
i
TOTAL (Afro erd~ on Une 10, pecapitulatlon) ~ $ I ~ 12,317.04
If more space is needed, insert addttlonat streets of the same she.
Orrstown Bank
North Middleton Branch
2250 Spring Rd
Carlisle, PA 17013
(888) 677-7869 Br: 43
OWNERSHIP OF ACCOUNT -PERSONAL PURPOSE
® INDIVIDUAL ^
^ JOINT -WITH SURVIVORSHIP land not as tenants in common)
^ JOINT - NO SURVIVORSHIP (as tenants in common)
^ TRUST -SEPARATE AGREEMENT:
^ REVOCABLE TRUST DESIGNATION AS DEFINED IN THIS AGREEMENT
Name and Address of Beneficiaries:
ReStxbmitIt : N
Combine: N
ewire:
OWNERSHIP OF ACCOUNT -BUSINESS PURPOSE
^ SOLE PROPRIETORSHIP
^ CORPORATION: ^ FOR PROFIT ^ NOT FOR PROFIT
^ PARTNERSHIP
BUSINESS:
COUNTY do TA
OF ORGANIZATION:
AUTHORIZATION DATED:
DATE OPENED 01/08/10
INITIAL DEPOSIT 8 9.760.00
- - --- --- By Carol A Ramp
-Tr~fer __ _-_ ___.. ____
HOME TELEPHONE # (717)
BUSINESS PHONE #~ (717) 243-0516
605-7601
E-MAIL
EMPLOYER
MOTHER'S MAIDEN NAME Fletcher
Name and address of someone who will always know your location: _
BACKUP WITHHOLDING CERTIFICATIONS
TIN: _ 276-39-7374
® TAXPAYER I.D. NUMBER - The Taxpayer Identification
Number shown above (TIN) is my correct taxpayer identification
number.
® BACKUP WITHHOLDING - I am not subject to backup
withholding either because I have not been notified that 1 am
subject to backup withholding as a result of a failure to report all
interest or dividends, or the Internal Revenue Service has notified
me that 1 am no longer subject to backup withholding.
^ EXEMPT RECIPfENTS - I am an exempt recipient under the
Internal Revenue Service Regulations.
SIGNATURE: 1 esrH(y ssisr peaaNk+s of Nrjwy tke statMaMs ekeckad is tkis
seeWs aai tkat 1 e>a s IJ.S. Nraes p~eisiie, a U.S. reridast alies-.
X
'-AF'C'' `~+" ®1892 Hankers Systems, Inc., St. Claud, MN Fum MPSC-LAZ-PA 4!1912004
CIF# MBA3235
ACCOUNT
NUMBER 103007732
Free Checking
ACCOUNT OWNERS) NAME &
Marshall Garnet Po sta
Kathleen G Slentz x
7769 Wertzville Roa
Carlisle PA 17013 ~
C
- ~ _ - ®NEW ^ I~ EXISTING
TYPE OF ~ CHECKING ^ ~I SAVINGS
ACCOUNT ^ MONEY MARKET '(CERTIFICATE OF DEPOSIT
^ NOW
This is your (check one):
Permanent ^ Temporary) account agreement.
Number of signatures required for
FACSIMILE SIGNATURE(S) ALLOWED)
arunw r vrf~tal - t rrs sarasrsrgrra+a at
un~dsrsigned ftrd»r autlror
apprneedppaaerrmpioymsnt hatory arwl/or h
undersei~reed abo ewledge the n
terms of the foibwk~g dbciosureial:
® Deposit Account ®Funds A
® Electronic Fund Transfers
1
® NO
the terms stand on every
erf a compNbd copy. Ths
iratidltlort to verify credit
eredk reporting sgeney
a~f a rApY ~to the
® Truth in Savings
® Substitute Checks
t1): ~
-+
Marshall Garnet Ppol Esta
I.D. # 276-39-7374 D.q.B.
121: ~ ~~
Kathleen G Slen z
LD. # 210-44-7112 ,pi,,g, 07/20/54
r
13):
I'~
LX
LD. # .OMB.
14-: ~ ]
LX
1.D. # ~.O.B.
^Authorized Signer ilndivlduai Accounts Onl~r)
~X
LD:# D 0.~.
/page f o/ 2J
.~
~~
VN{LL OF
MARSHALL G. POOL
I, Marshall G. Pool of Cumberland County, Carlisle,
Pennsylvania, declare this to be my last Will and hereby re~Xoke all
prior Wills and Codicils.
1. I direct that all my just debts, funeral expense ,
gravemarker and administrative expenses sh II ~e paid
from my residuary estate as soon as practica le I,after my
death. '
2. I direct that all inheritance, estate, transfer, su c$ssion
and death taxes of any kind whatsoever which mlay be
payable by reason of my death shall be paid o t pf my
residuary estate. ~ '
3. 1 direct that my entire estate be distributed as
A. All household items such as furniture, a p~iances,
kitchenware, linens, towels and the like h~li go to
David H. Pool. 'I
B. $5,100.00 sha{! be paid to Kathleen G. S~letltz to
satisfy an existing loan.
C. The remainder of my estate shall be divi ep into
equal shares to my children, Kathleen G S~lentz,
c~ ~~
c ~ ~,,
tl.
_ --
.._. ... ~
_ =,
a
LAW OFFICES OF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
_. _~_., ....... ., _~..........~..,..... _.,...f,. ...,.,.
`_~% share shall lapse and be divided into equ
`_~~'~~~ to his or her surviving heir.
~ ,~
~
use
'
~~ ~, ,
E. The above distribution is to be carried ou
t~ ~r Gregory M. Pool and Tina L. Pool, his wi
U `-a
~~
satisfied in full an installment sales agreE
the property located at 373 Sherwood Dr
Carlisle, Cumberland County, Pennsylva
dated January, 21, 2002. Should the
aforementioned sales installment agreen
be satisfied in full at the time of my deatF
value of the unpaid portion of the instailn
agreement shall be divided equally betw~
Kathleen G. Slentz, Gregory M. Pool, Ca
Pool and David H. Pool.
9~1.~~ 9
Ishares
for
!aland
:n~ not
tn,e
;n~ sales
~nl
~I ~.
~e~ ~dPm
6'R~r
LAW OFFICES OF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
The preceding instrument consisting of this and two other pages
was on the day and date hereof signed, published and dec~ar~ed by
Marshall G. Pool as and for his last Will in the presence of ~.IS', who at
his request, in his presence and in the presence of each over have
subscribed our names as witnesses hereto.
~~~ ~.
WITNESS
r
4. 1 appoint Kathleen G. Slentz, as Executrix of this my last
Will. if Kathleen G. Slentz should predecease me or
cease to act in such capacity, I appoint Grego~'M. Pool
as alternate.
5. The Executrix of this Will shall have the powe to
distribute my estate in kind or in cash, or partl ilt either.
6. I direct that no Executrix acting under this Will Ishlall be
required to enter bond in any jurisdiction. 'i
IN WI ESS WHERE a hereunto set my
day of ~_(~ _
V~ _ _
Marshal{ G. Pool
LAW OFFICES OF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 101 '
CARLISLE, PA 17013
~~~~
State of Pennsylvania
County of Cumberland
ACKNOWLEDGMENT
ss
I, Marshall G. Pool, the Testator, whose name is sic
attached or foregoing instrument, having been duly qualifiE
to law, do hereby acknow{edge that I signed and executed
instrument as my last Will; that I signed it willingly and as r
voluntary act for the purposes therein ex r~es~sed~. Q~
rshall G. Pool
G. Po
~~.,~
~i ~ '.{~Ef'y~;`+ J. *tta4Q. Np~AFY MJ~t1C .
u+rc~eNi4KW F.r^'MECI~-tl4N~xNas
Notary ri
AFFIDAVIT
State of Pennsylvania
ss
County of Cumberland
We, ~i 7~1 ~. - ~0 ~f wand /~e
and
me b~ Marshall
instrument, being duly qualified according to law, do depose
that we were present and saw the Testator sign and execute
instrument as his last Will; that the Testator signed willingly a
executed it as his free and voluntary act for the purposes the
expressed; that each subscribing witness in the hearing and
the Testator signed the Will as a witness; and that to the bes
knowledge the Testator was at that time 18 or more years of
sQUnd mind and under no constraint or undue influence.
say
It of
our
:, of
~ fl lwwr0/6 /~
LAW OFFICES OF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
orn to or a ' ~rj d subscri d to before me by v~itresses,
this _~~ day of , 2005. ~
q ,~ Notary PubliclAtto
~~..,~
i
i
~ ~
II
Swom to or affirmed a acknc
of the Testator, this day of
ed to the
according