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Home My WebLink About11-16-10--J REV-1500 ~`(°'-'°' ~ 1505610143 PA Department of Revenue Pennsania OFFICIAL USE ONLY Bureau of Individual Taxes oEVnnnAENrovREyENUE CouMyCode year PO 80X.280601 Fde Number Harrisburg, PA 17128-Og01 INHERITANCE TAX RETURN 21 10 0 0 9 5 4 ENTER DECEDENT INFORMATION BELOW RESIDENT DECEDENT Social Security Number Date of Death Date of Birth 201 12 2252 09 02 2010 08 16 1917 Decedent's Last Name Suffix Decedent's First Name ieTRIGHT MI MARJORIE A (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICAT E WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death ^ 4. Limited Estate ^ Prior t0 12-13-82) qa. Future Interest Compromise (data of death aver 12-12-ez) ^ 5. Federal Estate Tax Return Re i ® g• Decedent Died Testate (Attach Copy or Wifl) ^ qu red 7. Decedent Maintained a Living Trust 0 (Attach COp1' ~ Ttist) 8. Total Number of Safe Deposit Box ^ 9. Litigation Proceeds Received ^ es 1 p. Spousal Poverty Credit (date of death between 7231-91 and ~-~-ss) ^ 11. Election to tax under Sec. 9113(A) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name JAMES M R O B I N S O N Daytime Telephone Number 717 245 9688 First line of address 129 SOUTH PITT STREET REGISTER OF WILLS USE ONLY rv Second line of address ~ O w :dam 3 _:..».l r-" ~ r ~ ~~ City or Post Office ~` rT7 ~.. _ State ZIP Code Dj D t~ ~' ~' i x • -"~~ CARLISLE PA 17 013 ~Qa 'v `~_ ~ `- .~ ~ ~ :.., ~-j Correspondent'se-maifaddress: jrobinson a~turolaw.com o c••~~ Under penalties of perjury. I declare that I have examined this return, indudi N _' it is true, wrrec:t and corrtplete. Declaration of preparer other than the ~ accompanying schedules and statements. and to the nest of m k SIGNATURE PERSON RESPONSIBLE FILING RETURN personal neptesentabve is based on all information of which y 9e and belief, preparer has any knowledge, TE Richard J. Boal I r+ ~~ ~' ~ L7 ADDR SS 802 Michigan Avenue, Lemoyne, PA 17043 IIGI~TURE OF PREPARPR n D Tunu n~....~..~.._. _... James M Robinson u ~ t ~~ ll~Ily '~"9 South Pit{ Street, Carlisle, PA 17013 Side 1 1505610143 1505610143 J l 'r 1505610243 REV-1500 EX Deceaerk's r~„e: WRIGHT MARJORIE A ~ Decedent's Social Security Number RECAPITULATION 2 01 12 2 2 5 2 1. Real Estate (Schedule A) ............................. ............................................ ................. 1. 2. Stocks and Bonds (Schedule B) .................. ................................................ ~~~~~~~...... 2. 5 3, 4 9 4. 8 0 3. Closely Held Corporation, Partnership orSole-Proprietorship (Schedule C ).......... 3, 4. Mortgages & Notes Receivable (Schedule D) ............... ......... .................................. 4. 5• Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ................ 5. 5 4 6 , 2 91 , 8 4 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 7. Inter-Vivos Transfers 8~ Miscellaneous Non-Probate Properly (Schedule G) 6. ^ Separate Billing Requested ............. 7. 8. Total Gross Assets (total Lines 1-7) ................. ...................................................... 8. 599, 786.64 9. Funeral Expenses 8 Administrative Costs (Schedule H) ................ ......................... s. 36, 954.75 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ................................ 10. 11. Total Deductions (total Lines 9 810) .............. ........................................................ 12 11. 36, 954.75 . Net Value of Estate (Line 8 minus Line 11) ............... .............................................. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 12. 5 6 2 , 8 31 . $ 9 an election to tax has not been made (Schedule J) .............. ................................... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ......... ............... . .. ...................... TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RAT 14. 562,831.89 15. ES Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 16. Amount of Line 14 taxable 15. at lineal rate X .045 16 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable 17. at collateral rate X .15 5 6 2, 8 31 8 9 18 19. . Tax Due ........................ . 84,424.78 ............................................................................................. 19. 84,424.78 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 1505610243 1505610243 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 - 10 - 00954 Wright, Marjorie A STREET ADDRESS 802 Michigan Avenue clTir Lemoyne srATE zIP PA 17043 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments (1) _ 84,424.78 A. Prior Payments B. Discount 4,221.24 Total Credits (A + B) (z) 4,221.24 3. Interest _ (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 80,203.54 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: a. retain the use or income of the ro Yes No P party transferred :..................... ^ ^ b. retain the right to designate who shalt use the ~~~~~~~~~~~~~~~~~~~~~""""""""""'~~~~~~•• Property transferred or its income :.................................... c. retain a reversionary interest; or ..................................................... x d. receive the promise for life of either a ............................................................: ^^ L^x^ P yments, benefrts or care? ............. .......................... x 2. If death oxurred after December 12, 1982, did decedent transfer ro ~.~~~~~~~~~~~~~~~~~~~ 9 eq receivin ad uate considerations ....................... P PerN within one year of death without ............................................. ~ 0 ................................................... . 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 Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §91 i6 (a) (1.1) (i)l. For dates of death on or after Januaryry 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the survivin p2 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statuto assets and filing a tax re um are still applicable even if the surviving spouse is the only beneficiary. 9 spouse is 0 percent ry requirements for disclosure of For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21ye ), of age or younger at death to or for the 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 4.5 percent, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. • s blirig is def ed under Secetiont9102 as tan individual Who has at least one padre^t inscommon withphe decedent wfiether by ti ooi7~oAad optwn. CCMdOMWEALTH of PENNSrivaNw INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Wright, Marjorie A FILE NUMBER 21 - 10 - nna~e All property joirrtiy-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1 I PNC Financial Corp. common stock UNIT VALUE 54.11 2 I ATST, Inc. common stock 26.86 TOTAL (Also enter on line 2, Recapitulation) VALUE AT DATE OF DEATH 43,288.00 10,206.80 53,494.80 SCHEDULE E CASH, BANK DEPOSITS, $ MISC. INNERRANCE TAX RETURN c`TM~~""S"""""'" PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF Wright, Marjorie A FILE NUMBER 21 - 10 - 00954 InGude 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 NUMBER DESCRIPTION VALUE AT DATE OF 1 PNC Bank -checking acct. no. 51-1201-1209 DEATH 48,190.78 2 PNC Bank -money market acct. no. 51-1205-4348 221,334.69 3 PNC Bank -Certificate of Deposit No. 11020071706 276, 766.37 TOTAL (Also enter on Line 5, Recapitulation) 546,291.84 SCFE~.E H c°~°NwEUTF+oFPENNSnvaNw , a,w~` INHERRANCE TA7C RETURN ~~~ RESIDENT DECEDENT ESTATE OF Wright, Marjorie A Debts of decedent must be reported on Schedule I. ITEM NUMBER FUNERAL EXPENSES: DESCRIPTION A• 1 Richard D. Cole Funeral Home, Inc. 2 3 4 5 I B. 1 ~ McMaster Flowers -Flowers for Funeral Willow Restaurant -Post-Funeral Reception Rome Monument Moon Township -Headstone Sewickley United Methodist Church -Minister and Organist stipend ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Persona! Representative(s) FILE NUMBER -- 21 -10 - 00954 AMOUNT 8,445.37 i 214.00 1,617.50 I ~ 4, 000.00 400.00 Street Address Cdy State Zip Year(s) Commission paid ------- Attorney's Fees Turo Robinson Attorneys at Law I Family Exemption: (If decedent's address is not the same as claimant's, attach explanation Claimant Richard J. Boal ) Street Address 802 Michigan Avenue city Lemoyne state P Relationship of Claimant to Decedent A Zlp 17043 Nephew Probate Fees Register of Wills i Cumberland Law Journal The Sentinel z 3. 4. 5. s. 7. 1 Accountant's Fees i Tax Return Preparer's Fees i I ~ Other Administrative Costs 1 I 17, 993.60 3,500.00 500.50 75.00 208.78 TOTAL (Also enter on line 9, Recapitulation) 36.9.Sa ~~ REV-161 D(+ (116) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wright, Marjorie A NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS [inGude outright spousal distributions and transfers under Sec. X116 (a) (1.2)j 1 Richard J. Boal 802 Michigan Avenue Lemoyne, PA 17043 2 II. SCHEDULE) BENEFICIARIES 3i David W. Boal 640 North Hill Street Bonner Springs, KS 66012 Donald R. Boal 2011 Overlook Ct. Canonsburg, PA 15317 RELATIONSHIP TO DECEDENT Oo Not List TnMeei:~ ~ Nephew ~ Nephew Nephew FILE NUMBER 21 - 10 - 00954 SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) 1/6 Residuary 116 Residuary 1/6 Residuary Enter dollar amounts for distributions shown above on lines 1I through 18 on Rev 1500 coverlsheet, as a r ~~ Mriate. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 88,805.32 88,805.32 88,805.32 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET [ ~ ~a~ ~ ~Illl~li~ _N C~ o ~ZC7 ~ ~~~ ~ MARJORIE A. WRIGHT °~c ,, OQ~ ~ -~~ w ~ .~- I, Marjorie A. Wright, of 802 Michigan Avenue, Lemoyne, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void alt previous Wills and Codicils heretofore made by me. FIRST I order and direct my personal representative hereinafter named to pay all of my just debts, funeral expenses and expenses involved or connected with the administration of my estate as soon after my death as is reasonably possible. However, my personal representative need not accelerate and pay those unmatured obligations which, in his opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. If I do not own a burial plot or a grave marker at the time of my death, I authorize my personal representative, in his sole discretion, to purchase a burial plot and to erect a suitable marker at my grave, and to expend sums from my estate for this purpose. SECOND I give and bequeath all personal items owned by me at the time of m death, including clothing and jewelry, to my niece, Christine S. Wright. In addition, I give and devise the sum of $10,000.00 to each of my grandnephews, Brian Boal, Andrew Boal and Jonathan Boal, providing that they survive me by sixty (60) days. ~~~ f"S"t L 7 t ` ~`~ ~, , : r, ~_' n-~ ; n ~~ r~::~ ~- -~ =cam :-~ `;~ O -~, THIRD I give, devise and bequeath the rest, residue and remainder of my estate together with all insurance proceeds thereon of whatsoever nature and wheresoever situate in equal shares, share and share alike, per capita to my nephews and niece Richard J. Boal, David W. Boal, Donald R. Boal, Thomas R. Wright, Roger E. Wright, and Christine S. Wright, who survive me by sixty (60) days. FOURTH I nominate, constitute and appoint my nephew, Richard J. Boal, of Lemoyne, Cumberland County, Pennsylvania, Executor of this my Last Will and Testament. In the event Richard J. Boal is deceased, unable or unwilling to serve or shall cease to serve for any reason whatsoever, then I nominate, constitute and appoint my nephew, Thomas R. Wright, to serve instead. I direct that my personal representative shall not be required to give or post bond for the faithful performance of his duties in this or an other jurisdiction. y FIFTH I hereby declare it to be my expressed desire that my personal representative employ Turo Law Ofhces of Cumberland County, Pennsylvania, for legal advice and assistance regarding this my Last Will and Testament, they having considerable knowledge of my affairs, views and wishes respecting any matters that may arise at the probate of this instrument, the administration of my estate, and the execution of the powers herein mentioned. IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and Testament this ~ day of 8e~ , 2007. a arjori A. Wright ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA : COUNTY OF CUMBERLAND : SS I, Marjorie A. Wright, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to the law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. /~ diyC;C. ~. ' N7arjor~ A. Wright Sworn or affirmed and acknowledged before me by Marjorie A. Wright, the Testatrix, this `~~ day of ,6e/ 2007. :~4p ~ ~r ~ r .Y r ~ . r ~ ~ ~ r ~ Not Public ' ;~L. i~~ C®A~dONW TH 0~ PENNSYLVANIA . .- , (} ., ~~.;. >...,~~ ~e~l~! E^/~•,.,,,,,_~n~,.N••ot__a~~n~~F'~!rf?c t I F ~~~111~ ~ WlIUp11G;#IU (°iUilCi~j/ ~?~:as :-~', k~£~111iGy!VSf1ig:Q~QCrI,":.?hilt ufi i;•J:~1C5 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND : SS We, ~tii~ K~9JF,F~ry~,~.( and L-oRInJ A. ~r~YDr(Z the witnesses whose names are attached to the foregoing document, being duly qualified according to the law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Last Will and Testament as witnesses and that to the best of our knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed and subscribed before me b stn! y ~"'y°~ and Lo~~~I A . Snt~(Q this `"~~ day of ~,,,~,~j 2007. ~Z II .,i ,~ .. , `y~ ~ f .' / ; U ~ t' ~ ~~ ~'I S ..r+arot.tee'.r t Publ ~ W~a11iU s~Ol ~~ __ m~u'1T~~~ ~~. X01, ~f3~8Yif ;~Lr!;C ~~ ,~t_p~ ~ YtL~, ~`IlR~L&3«uiCr f.'!t111 iCJ ~t<t',:,. ~ ~~'L(?tlL}{l`2t?'3 aS5';;C;i_'.11!7 L, .. Sil,_ ..c;3