HomeMy WebLinkAbout04-14-11 1505607121
REV-1500 EX
(06-05)
PA DePerfrrrenl ofRevenue OFFICIAL USE ONLY
Bureau of Individual Taxes
aosox2so6of County Code Year File Number
INHERITANCE TAX RETURN
Herrlsbu PA 11128-0801 RESIDENT DECEDENT 2 1 1 0 1 0 0 4
ENTER DECEDENT INFORMATION BELOW
Sodal Security Number Date of Death Date of Birth
1 9 3 1 2 9 0 9 4 0 9 2 5 2 0 1 0 0 1 0 8 1 9 2 5
Decedent's Last Name Suffix Decedent's First Name
M U R P H Y MI
B E T T Y
J
(H Applicable) Enter Survlvinp Spouse's Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Spouse's Sodal Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH TF~E
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
0 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death
^ 4. Limited Estate
^ prior to 12-13-82)
4a. Future Interest Compromise (date of ^ 5. Federal Estate Tax Return Required
® 6. Decedent Died Testate ^
(Attach Copy of Wily death after 12-12-82)
7. Decedent Maintained a LJving Trust ._ 8. Total Number of Safe Deposit Boxes
^ 9. Litlgatlon Proceeds Received ^ (Attach Copy of Trust)
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 - TNIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCEAND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0
N
ame :
Daytlme Telephone Number
G E O R G E B F A L L E R J R 7 1 7 2 4 3 3 3 4 1
Finn Name (If Applicable)
M A R T S O N L A W O F F I C E S I REGISTER~j~wILL3 USE)~LY
~
First line of address ~ ~ ~ ~ rn -~
1 0 E A S T
Second line of address
Ciry or Post Office
C A R L I S L E
State ZIP Code
P A
Correspondent's a-mail address: G F A L L E R a M A R T S O N L A W• C O M
1 7 0 1 3
Under penalties of perJury,1 declare that 1 have examined Ihk return, kxiuding ecrwmpenykrg ~ end statements ~ ~ the best ofmy knowledge and belief,
if is true, correct end complete. DedereBon oipreperer other tlren the personal relwesenleUYe H based on eH in/orme8on of which preparer has any knowledge.
SIGN E PERSON SIBLE FOR FILING RETURN
+~4-v~l DATE
ADDRESS _ y ~-~~~
130 NIFER RO NEWVILLE PA 17241
SIGN OF PREPAFit~ O T EPRESENTATIVE DATE
T HIGH ST
CARLISL
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 1505607121
H I G H S T R E E T
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1505607221
REV-1500 EX
Decedent's Soclal Security Number
t)ecxdenre Name: BETTY J• MURPHY 1 9 3 1 2 9 0 9 4
RECAPITULATION
1. Real estate (Schedule A) .................................... .... 1.
2. Stocks and Bonds (Schedule B) .............................. .... 2.
3. Closely Held Corporation, Partnership orSole-Proprietorship (Schedule C) . .... 3.
4. Mortgages 8 Notes Receivable (Schedule D) .................... .... 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ... .... 5. 6 0 6 1 , 1 8
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ... .... 5.
7. Inter-Vivos Transfers & Miscellaneous Ngp-Probate Property
(Schedule G) ^ Separate Billing Requested .... ... 7. ,
8. Total Gross Assets (total Llnes 1-7) ........................ ... 8. 6 ~ 6 1 , 1 8
9. Funeral Expenses 8 Administrative Costs (Schedule H) ............. ... 9. 2 8 9 1 , 9 9
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule 1) . , ....... , . , 10. 4 4 2 0 , 1 1
11. Total Dsductlons (total Llnes 9 8 10) ........................ ... 11. 7 3 1 2, 1 0
12. Net Value of Estate (Line 8 minus Line 11) ...................... ... 12. ~ 1 2 5 0 . 9 2
13. Charitable and Governmental BequestslSec 9113 Trusts for which
an election to tax has not been made (Schedule J) ............... ... 13.
14. Net Value Subject 4o Tax (Line 12 minus Line 13) ............... ... 14. - 1 2 5 0 . 9 2
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
16. Amount of Line 14 taxable
at lineal rate X .0 _ 0. 0 0 10 0. 0 0
17. Amount of Line 14 taxable
at sibling rate X .12 0. 0 0 17, 0. 0 0
18. Amount of Line 14 taxable
at collateral rate X .15 O. D 0 1 g 0, 0 Q
19. Tax Due .............................................. ..19. O . O O
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ^
Side 2
1505607221 1505607221
REV-7500 EX Page 3
Decedent's Complete Address:
File Number
21 10 1004
DECEDENTS NAME
BETTY J. MURPI-IY
STREET ADDRESS
1000 Claremont Road
CITY
STATE
ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount 0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
0.00
Total Credits (A + B + C) (2) 0.00
Total Interest/Penalty (D +E) (3) 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill In oval on Page 2, Line 20 to request a refund. (4) 0.00
5. If Line 1 + Line 3 Is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
,.
PLEASE ANSWER THE FOLLOWING 4UESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Dld 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 : ............................... ^
c. retain a reversionary Interest; or ................................................................................................ ^
d. receive the promise for life 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 considerafion7 ....................................................................................... ^
3. Did decedent own an 'intrust 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 15 YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
_.___~____. .~ 1
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 childtwenty-one years 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 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)]. Asibling is defined, under
Section 9102, as an Individual who has at least one parent in common with the decedent, whether by Wood or adoption.
REV-1509 EX ~ (e-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
FILE NUMBER
BETTY J. MURPHY 21 10 1004
A I propeRy ~Oinflyowned~wlth aM of~su W nhlpro mwt bs d ~ on Schedule F
ITEM
Soveriegn Bank checking 1691083100
(See attached)
2. IU.S. Treasury, 2010 1040 tax refund
I VALUE AT DATE
OF DEATH
18
1,396.00
TOTAL (Also enter on line 5 Recapitulation) I S
(K more space Is needed, insert addltlonal sheets of the same size)
REV•1511 EX+(10.08)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANW FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
BETTY J. MURPHY 21 10 1004
Dstds of decederd must be reported on Schedub I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Hoffman Roth Funeral Home, Carlisle, PA 16.06
2. Thelma McCollough Sunday School Class, donation and funeral luncheon 258.89
B. ADMINISTRATIVE COSTS:
t. Personal Representative's Commissions
Name of Personal Representative (s) William J. Atwood 300.00
Street Address 130 Conifer Road
City Newville gtate PA Zip 17241
Year(a) Commbsbn Paid: 2011
y, AtromeyFees MARTSON LAW OFFICES 2,200.00
3, Fatuity Exemptlon: Qf decedents address is not the same as dalmanYs, attach expbnatbn)
Claimant
Street Address
City State Zip
RelaHonahip of Claimant to Decedent
4• probate Fees Cumberland County Register of Wills 77.50
5 AacountanYs Fees
6. Tax Retum Preparers Fees
7. Filing Fee, Inheritance Taz Return 15.00
8. Postage, certified mailing, Department of Public Welfare 5.54
9. Short Certificate 4.00
10. Sovereign Bank, fees 15.00
TOTAL (Also enter on Ilne 9, Recapitulation) I i
(If more space Is needed, insert additlonal sheets of the same size)
REV-1512 EX + (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERRANCE TAX RETURN
SCNEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, Includin unrelmbursed medkal e
ITEM 9 Xpenses.
NUMBER
Nursing Home, balance due
2• IPhar'Merica, account payable
DESCRIPTION
3• IMartson Law Offices, account payable for estate planning
VALUE AT DATE
OF DEATH
4,073.73
82.38
264.00
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of yre game sae)
FdFILES~.CGrnbV 2016 M~nyizoib. i.wm.zoos ORIGINq~ R~g1NED BY:
~BTSON DF.ARDpggL,
OYTO GILRpp $ FMS
MAR'rSON LAW Op~~
10 EAST HIGH STREET
CARLrSLE, PA 17013
LAST WILL AND TESTAMENT 0717) 243'3341
I, BETTY J. MURPHY, ofNorth Middleton Township, Cumberland County, Pennsylvania,
being of sound and disposing mind and memory, do hereby make, p 'dish and declaze this to be my
Last Will and Testament, hereby revoking any and all former Wills or Codicils made by me.
1.
I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and
all death taxes (whether such taxes may be payable by my estate or by any recipient of any property)
shall be paid from my residuary estate as soon as practicable after my decease and as part of the
administration of my estate. My Executor(s) shall have no duty or obligation to obtain
reimbursement for any such tax so paid, even though on proceeds of insurance or other property not
passing under this Will.
2.
I give, devise and bequeath all ofmy estate, both real and personal property, in three (3) equal
shazes unto my brother, WILLIAM ALWOOD, and my nephews, RICHARD ALWOOD and
RAYMOND JAMES ALWOOD.
3.
I nominate, constitute and appoint my brother, WILLIAM ALWOOD, as Executor ofmy
estate. In the event my brother is unable or unwilling to act or continue to act as Executor, then I
appoint my nephews, RICHARD ALWOOD and RAYMOND JAMES ALWOOD, as Executors of
my estate. In the event either is unable or unwilling to act or continue to act as Executor, then the
other shall serve alone.
4.
I direct that all fiduciaries acting under this Will, whether or not named herein, shall not be
required to give bond for the faithful performance of their duties in any jurisdiction.
5.
I authorize and empower my fiduciaries, in their sole and absolute discretion, to purchase or
otherwise acquire and retain any investments of which I die seized or any real or personal property
Page 1 of 3 Pages
~~~
[Initials]
of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in
regard to any or all property of any kind forming a part of my estate for such terms and such prices
as they may deem advisable; to bon ow money for any purposes connected with the protection and
preservation of my estate; to mortgage or pledge any real or personal property forming a part of my
estate or to join in or secure the partition of same; to compromise any claims or demands of my
estate against others or of others against my estate; to make distribution in kind and to cause any
shaze to be composed of cash, property or undivided fractional shazes in property different in kind
from any other shaze; to employ agents, attorneys and proxies and to delegate to them such power
as my fiduciaries consider desirable and to pay reasonable compensation for such services as may
be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as
maybe necessary to carry out any of these powers. In addition, I direct that my Executor(s) shall
have the power to conduct an inventory of any safe deposit box necessary to the administration of
my estate.
IN WITNESS WHEREOF I have hereunto set my hand and seal this a3~ day of
(~,,c.Z , 2008.
Betty J. Murphy
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and
for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed
our names as witnesses thereto, in the presence of the said Testatrix and of each other.
~.
Page 2 of 3 Pages
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND ~
We, Betty J. MurPhY~ ~Y~ar~r-e. ~ ~Q e <<r and ( ~/ (~ ~ rl e ~ ~~ i t-s
the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument,
being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and
executed the instrument as her last Will and that the Testatrix has signed willingly, and that the
Testatrix executed it as her free and voluntary act for the purposes therein expressed, and that each
of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that
to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of
sound mind and under no constraint or undue influence.
Subscribed, sworn to and acknowledged before me by Betty J. Murphy, the Testatrix, and
subscribed and sworn to before me by ~ o~ ~ ~ /=,a~~ ~'- and ~ I ~ 111
~ ~
the witnesses, this ~?~ day of Gl~.C , 2008.
/G ;ice ~~
Notary Public
CviJNWEALTHOEPENNSYLVANIA
NOTARIAL SEAL
Victoria L. Chto, Notary Public
' Carlisle Borough, Cumberland County
~1v commission expires Drcrmher 211,?010
Page 3 of 3 Pages
v ~y
W imess ' !~-
Balances
interest
Sarvke Fees -Itemized
Dets ~ Trenwct(ons Fee
Total
DIRECT DEPOSIr rocrrn ~
Total 09RM10 1 1000 41000
50.00
Checks Posted
Check i Date Pald Amount Retennce
~~~
2 CNeck(a) Pooled ~ 588ti.78
An asterisk ('~ indicates a skip in aequentlal check numbers.
Account Activity
Date Daacriptbn
08-25 r--'
l?Ie~innlnp Balance i-''~
10 10
F 2914557 w [`_RF
Check / Dab Paid Amount Rsbronp
1083 09/29 SA7 0 977219875
An (E) indicates check wee converted to an ek~ctronk: item.
Additlons Subtrae0ona Balanq
51,807.10
v
~~~~~ ~
WILLIAM J AL WIDOD A7TY IFF Account # 1691083100
e~ont JVu,.si~
~~Q~ ~4~
Q'
4~e~iabilitation Center
December 14, 2010
William Alwood
130 Conifer Road
Newville, PA 17241
Re: Betty Murphy -Acct # 5245
Deaz Mr. Alwood:
1000 Claremont Road
Carlisle, PA 17013-8805
main (717) 243-2031
tax (717) 240- 1952
There is an outstanding balance due of $4,073.73 relating to Betty's stay at Claremont Nursing
and Rehabilitation Center. The detail of the amount due is as follows:
Month . - Amount Due Descri tion
December 2008.. , ,. $3;328.00 Medicare Coinsurance
Se tembez 2010 ~ $ , 745.73 Room and Boazd
TOTAL.... - $4,073.73 .:
Our ability to provide quality health care services to others depends to a great. extent upon your
cooperation. We would appreciate remittance within twenty (20) calendaz days from the date of
this letter.
If you have any questions or wish to make payment arrangements, please feel free to call me at
717.240.1948.
Sincerely,
~J12(.~ll.Q.l~
Crystal Brallier
Accounting Manager
NOTE: THIS- IS AN ATTEMPT TO COLLECT A DEBT. THIS LETTER AND ANY
FURTHER LETTERS FROM CLAREMONT NURSING AND REHABILITATION
CENTER ARE AN ATTEMPT TO COLLECT__.A _ DEBT. ANY INFORMATION
OBTAINED WILL BE USED FOR THAT PURPOSE. - -
~1 serl~ice a ency o Cu berland Cocuzt y