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Home My WebLink About07-01-111',~ S o L v~ T ~s TOTE 15056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes ,~,.. County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN Harrisburg, PA 1128-osol RESIDENT DECEDENT 21 10 OEi95 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 174-20-3604 07/07/2010 10/02/1915 Decedent's Last Name Suffix Decedent's First Name MI Crumling Kathryn W (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 DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW • 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate 4a. Future Interest Compromise (date of 5. Federal Estate Tar: Return Required death after 12-12-82) • 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received 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 - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number Lisa Marie Coyne, Esq. (717) 737-0464 Firm Name (If Applicable) ~ ~~=- REGISTER OF 1~11~'S~USE ONLY•--- _,._ --r"1 Coyne & Coyne P.C. ~= ~ ~ - ~ i r_ ~ ~ '=~ , _ I ~ ~.~ ~ First line of address I ~~ m '.:_ . , t=:` __. . 3901 Market Street U ~u^~ "~" ~~ ~- ~~. '7 ~ - ^ ` ~ Second line of address .. ~ , ~ '~ •~ ~ i` ` i ~ -- -- ~i {---- _ _ ... w t y `' 7 ~ =~ `-` ~ = t r City or Post Office State ZIP Code DAT~IL_ED .~~, ~--~ C.."', Camp Hill PA 17011 Correspondent's a-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. ,SIGNATURE P ISLE F R FILING RETURN DAl ADD ES Daniel S. Crumling 23 W. Simpson Street, Mechanicsburg PA 17055 __ - -- SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 J 15056052059 REV-1500 EX Decedent's Social SE:cuirity Number Kathryn W Crumling Decedent's Name: 174-20-3604 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 & Notes Receivable (Schedule D) .......................... ... 4. 0.00 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ..... ... 5. 7,050.99 6. Jointly Owned Property (Schedule F) Separate Billing Requested .... ... 6. 0.00 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested..... ... 7. 0.00 E. Total Gross Assets (total Lines 1-7) ................................. ... 8. 7,050.99 9. Funeral Expenses & Administrative Costs (Schedule H) .................. ... 9. 7,328.65 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............. ... 10. 0.00 11. Total Deductions (total Lines 9 & 10) ................................ ... 11. 7,328.65 12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. 0.00 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ..................... ... 13. 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) ..................... ... 14. 0.00 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 15. 16. Amount of Line 14 taxable at lineal rate x .0 45 1s. 0.00 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 1 g, 19. TAX DUE ...................................................... ... 19. 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056052059 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 10 0695 Kathryn W Crumling STREET ADDRESS 355 Sporting Hill Road _- _- CITY Mechanicsburg DECEDENT'S SOCIAL SECURII-Y NUMBER 174-20-3604 STATE _ _ _ .ZIP PA 17050 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 0.00 2. Credits/Payments -- A. Spousal Poverty Credit B. Prior Payments - - C. Discount -- -- - - - - _ Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable --- D. Interest E. Penalty _ - -_ 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) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 0.00 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 antl: Yes No a. retain the use or income of the property transferred :.......................................................................................... ^ C b. retain the right to designate who shall use the property transferred or its income :............................................ ^ ~c c. retain a reversionary interest; or ........................................................................................................................... ^ d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ j~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. ^ 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ ^ ^x 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 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 child twenty-one years of age or younger at death to or for they 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)]. ,4 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. REV-1508 EX+ (6-98) ~ , COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FNLE NUMBER Kathryn W. Crumling 7?1-~10-0695 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) ,.. n 1 ~; ° ~ ~ 1' ' ~ : ?i,~,~,~ P"J~ BANK 412-7.5-L~4~ ~1,. ~~-~ F. G~P'lyC ~~~~ LEAETAtG T8E WkY ~4 ~ _ / 9,~ • rl/ May 5, 2011 ~v l Lisp Marie Coyne, Esq. Coyne & Coyne 3901 Market St. Camp Hill, PA 17011-4227 RE: Kathryn W. Crumling: SSN: 174-20-304 IaOD: a~IO7r~aio Dear Ms. Coyne: In respcnse to your request for Date of Death. {DOD} balances for the customer noted abo~re, our records show the following; Cb~ecg A-ccou~t Aeca~t # ~07003$~4$ Established: O:lf1Q/1984 KATH~Y~T ~i,T CRLTMLII~G DOD balance; $ 6,850.9 noa interest bearing P`leese note thht this aff~c~ provides d~.te of de~h bal~cc~ fc~r deposit ~~c~unts {IRAs, CDs, Checking and Savings}. ~Ve do not process any financial transaetians or prnvide statements. If you need assistance nth any cf these items, ply call 1-888 PNC~$ANK {1-888-762-2265} or stop by Your local ~'NC Bank branch Q~GG. S~xxcerely, National Financial Services Geater LNG $arik, N.A. Member FDIC This message is irtterrded for the trse o, f "t1~e ir~divic~ual or entity ra which it is~ addressed crnd rri~ry CQTltalrt lTTformutiOn that Isprivileged confidential and exempt from disclosure under applicable law, ~f the reader a, f this message is rat the intended recipient or the employee ar agent responsable for delivering this message to the intended recipient; you are hereby notj~ed that any dissemination distributinM ar copying of Phis carnrn~enications is strictly prahblied. 11'yau have received thrs~ eommunic~rtian in error, ,please note me immediately by reply or by telephpne txi ADO-762-1 i'7,~ and' immediately destroy this, faxed docurnenr. Page 1 of I ' REV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Kathryn W. Crumling 21-10-0695 Debts of decedent must be reported on Schedule I. ITEM ' NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 ~ Myers-Harner Funeral Home 4,945.00 2. Reception 200.00 3. Honorarium 100.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)IEIN Number of Personal Representative(s) Street Address City .State Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees ~. Patriot News -- legal advertisement s. Filing fee for disclaimer 9. Cleaning of residence ~ o. 2010 tax prepareation ~ ~ . postage ~ 2 Total from Schedule H, page 2 Zip Zip TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 800.00 82.50 218.15 5.00 200.00 100.00 88.00 590.00 7,328.65 ESTATE OF KATHRYN W. CRUMLING SCHEDULE H: FUNERAL AND ADMINISTRATIVE COSTS, PAGE 2 Item No. Description Amount 13 Cumberland County Law Journal $75.00 14 Inheritance Tax Return filing fee $15.00 15 Reserves $500.00 TOTAL: $590.00 REV-1513 EX+ (11-0~) ~ pennsylvania SCHEDULE DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF Kathryn W. Crumling FILE NUMBER 21-10-0695 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.Z).] 1. Daniel S. Crumling grandson 100% of residual ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, A S APPR,OPItIATE, II 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 COVER SHEET, $ Ir more space is needed, insert additfonal sheets of the same size, ..... :.. ~._~. ..., .. ... .~.[ ~ .ism...' "Yi"'C T/ C .i ~~ REGISTER OF WILLS CUMBERLAND COUNTY PENNSYLVANIA ~~'F. CER~1'lIFIC:ATE OF GRA~~I1" OIF LETTERS No . 20 ~ 0- 00695 PA No . 2 ~ - ~ 0- 0695 Estate Of : KA THR YN W CRUML lNG (First, Middle, Lastl Late Of : HAMPDEN TOWNSH/P CUMBERLAND COUNTY Deceased Social Security No : ~ 74-20-3604 WHEREAS, on the 12th day of July 2 010 an instrument dated September 15th 1999 was admitted to probate as the last will of KA THR YN W CRUML lNG (First, Middle, Last) late of HAMPDEN TOWNSH/P, CUMBERLAND County, who died on the 7th day of July 2 010 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wi 11 s in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: DANIEL S CRUMLING ' who has duly qualified as EXECUTOR(R/X) and has agreed to administer the estate according to 1 aw, al _Z of which fully appears of record in my office a t CUMBERLAND COUNTY COURT HOUSE, CA RL lSL E, PENNS YL VA NlA . IN TESTIMONY WHEREOF, I have hereunto set my hand and af~f_ixed the seal of my office on the ~2th day of July 2070. Register of /lls eputy v * *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) LAST WILL AND TESTAMENT OF KATHRYN W. CRUMLING I, KATHRYN W. CRUMLING of the Borough of Mechanicsburg, Cumberland County, Pennsylvania, declare this to be my Last Will and revoke any Will previously made by rrie. ITEM 1: I devise and bequeath all of my estate of every nature and wheresoever situate, together with insurance thereon, in equal shares, to my grandson, DANIEL S. CRUMI,II~1G of 25 Lois Lane, Mechanicsburg, Pennsylvania 17055, and his mother, DEBORAH A. WAL.LACE of 25 Lois Lane, Mechanicsburg, Pennsylvania 17055, or to the survivor of them. ITEM 2: Upon my death I direct that my body be released to Myers Funeral Rome, Mechanicsburg, Pennsylvania, where I have prepaid my funeral services and I further direct that my body be buried in the Rolling Green Memorial Park in a lot which I have paid and which is marked with my headstone. ITEM 3: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as .. a part of the expense of the administration of my Estate. ~ ITEM 4: I appoint my grandson, DANIEL S. CRUMLING, and his mother, z ~- H DEBORAH A. WALLACE, both of 25 Lois Lane, Mechanicsburg, Pennsylvania 17055, Co- a ~ ~ _ ~ U Executors of this my Last Will. r~ C7 z ~~ ~ __., ~-~ ~ ~~ <_.i _' •.,J ~ L. ,~ `~ --I 1 rc-.~ tV W r --, , ~.. __.; -- t'" ~r ~ ~, "j ..._F r- J T"~ ~ ~ _ ) ~~ ITEM 5: I direct that my personal representatives or their successors shall not be; required to give'bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this -. ' 1~,tL~ day of ~1~•.~,,~ , 1999. t KATHR W. CRUMLING Signed, sealed, published and declared by the above-named Testatrix as and foi• her Last Will and Testament in our presence, who, at her request, in his presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ~~ residing at ~,,~-F~ ~ .e /~ ~J i 3 1tD~$ ~. ~tJbvr-ti ~• residing at y~(e c,~ a ~ ~ c s b~ ~h p~ l 10 ~; S~ 2 COMMONWEALTH OF PENNSYLVANIA ) ss: COUNTY OF CUMBERLAND ) We, KATHRYN W. CRUMLING, ~ ~ L- /L~ ~L LAG ~~~r~ ~ ~` ,and C~ std s~~~~~ ~ ~ ' ~~~~ ,the Testatrix and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do het•eby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the will as witness and that to the best of his or her knowledge, the: Testatrix was at the time eighteen (18) years or older, of sound mind and under no constraint or undue influence. C~ KATHR W. CRUMLING ri , Wi Subscribed, sworn and ackno~~l before me i /`~"~ ~v- ~2r Z-- by KATHRYN W. CRUMLING, the Testatrix, and subscribed and orn to before me b;y ~` ~z , S~j u l~~ ,~~'.,~ < ~~ and ~,~ s~~ <1~~..~ ~ ~~' ~ ,the witnesses, this ~ day of - ~~ , 1999. ~_ Notary Public / - (SEAL,) Hsrr-pde~:~ Twos., Ce,~nb~rland Couflby, ~'~a h1y Lcsm~-~'s~sio~, E~sp~r~ Juno 1?, 2OOQ 3