The URL can be used to link to this page

Home My WebLink About09-15-11 (2)tNWEALTH OF PENNSYLVANIA MENT OF REVENUE 1 OF INDIVIDU AL TAXES ~SO60t ;BURG, PA 17128-0601 PENNSYLVANIA ~ FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT L RUTH ANN 1 N WALNUT STREET CHANICSBURG, PA 17055 TE INFORMATION: CUMBER: DENT NAME: - OF PAYMENT: i MARK DATE: NTY: E OF DEATH: SSN: 166-09-3024 2111-0983 CURRAN MILDRED R 09/15/2011 09/13/201 1 CUMBERLAND 04/02/2011 JIARKS: RECEIPT TO ATTY CHECK# 1810 SEAL TOTAL AMOUNT PAID: REV-1162EX(11-96) N0. CD 014972 $592.01 INITIALS: CJ RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ACN ASSESSMENT AMOUNT CONTROL NUMBER LAW OFFICES BSI,, MURREN & CONNELL 2303 MARKET STREET CANIp HILL, PENNSYLVANIA 1701'1 (717) 232-8731 WILLIAM BENTLEY BALL (1916-1999) FACSIMILE (717) 232-2142 - J. MURREN RD E. GONNELL ,A R. McCORMACK MAILING ADDRESS: AS A. CAPPER p 0. gOX 1108 HARRISBURG, PENNSYLVANIA 17108-1108 _ ~ -, _ -~~ September 13, 2011 n -~- .-[i - _: ~~_: r_.._ ,,(~~ ~~; Glenda Farner Strasbaugh - _ .~ c.: ~ Register of Wills -Cumberland County t_~ _, , ~ ; ~-__ ~_, Cumberland County Courthouse ~ _,,~ , W ` '~ One Courthouse Square . ,_ Carlisle, PA 17013 RE: Estate of Mildred R. Curran Date of Death: 04/02/2011 Our File No. 2883.1 Dear Ms. Farner Strasbaugh: for Mildred R. lease find, in duplicate, the Inheritance Tax Return and Invenfo our records and Enclosed p Curran. Please date-stamp the additional copies of the Return and Inven ory return those to us in the self-addresses stamped envelope provided. lease find a check in the amount of $592.01 in payment of the inheritance Also enclosed, p tax due. 1 lease find a check in the amount of $30 for the filing of the Return and Addrtlonal y, p Inventory. V e u y Y s, '` ` '~~-~' rr ,. / ~ ~ ~ _~ l .~ (~~ ~'C_ Richard E. Connell REC/gjc Enclosures cc: Ruth Ann Gill (w/enclosure) EX (Ot 10) ~ REV-7 5OO 1505610143 ~' OFFICIAL USE ONLY PA Department of Revenue Pennsylvania County Code Year File Number Bureau of Individual Taxes DEPARTMENT OF REVENUE ,~ Po Box.2soso~ INHERITANCE TAX RETURN 21 11 ~~~(~ Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 166 09 3024 04 02 2011 03 16 1916 Decedent's Last Name Suffix Decedent's First Name MI CURRAN MILDRED R (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW ® 1. Original Return ^ 4. Limited Estate f-ti 6 Decedent Died Testate R,J (Attach Copy of Will) ^ 9. Litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS ^ 2. Supplemental Return ^ 4a. Future Interest Compromise (date of death after 12-12-82) ^ ~' (DAttaeh Copy Hof Trust)a Living Trusl ^ 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) ^ 3. Remainder Return (date of death prior to 12-13-82) ^ 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes ^ 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND (:ONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number RICHARD E CONNELL ESQ 717 232 8731 First line of address 2303 MARKET STREET Second line of address City or Post Office State ZIP Code CAMP HILL PA 17011 Correspondent'se-mail address: Connell@bmC-IaW.net REGISTE~F WILLS U$E ONLY 7~ -. n _._. -r7 : _ _ r 7 ~' n ~' i ~ -; -C7 CJ ; _ ..,. - _,~. ...~ (_} D~FEtFILED ~~ _ T. ,. l t. - 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 prepare other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON R~gNSIBLE FOR I G RET N ~ DATE `~-.~~ Ruth Ann Gill l~ -~ j/ ADDRESS ' 401 N. Walnut St., Mechanisburg, PA 17055 SIGN URE OF PREP ER OTH - T N RE ESEN7AT DATE ` j1 ~ Richard E Connell Esq G ~~ ~„l~j J f ADDRESS 2303 Market Street, Camp Hill. PA 17011 Side 1 1505610143 1505610143 1505610243 REV-1500 EX Decedent's Social Security Number CURRAN MILDRED R. 166 09 3024 Decedent's Name: f - RECAPITULATION ............... 1. 1. Real Estate (Schedule A) ......................................................................... 2. Stocks and Bonds (Schedule B) ............................................................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3. ...................... 4. 4. Mortgages & Notes Receivable (Schedule D) .................................... 3,235.05 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 5. 28,465.29 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ............. 7. 31,700.34 8. Total Gross Assets (total Lines 1-7) ...................................................................... 8. 15,999.42 9. Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9. 2,545.14 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................... 10. 11. 18,544.56 11. Total Deductions (total Lines 9 & 10) ...................................................................... .................. 12. 13 , 15 5 . 7 8 12. Net Value of Estate (Line 8 minus Line 11) .......................................... 13. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been made (Schedule J) ................................................. 13. 1a 13,155.78 14. Net Value Subject to Tax (Line 12 minus Line 13) .............................................. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 15 (a)(1.2) X .00 16. Amount of Line 14 taxable 13 , 15 5 7 8 16• 5 9 2 0 1 at lineal rate X .045 17. Amount of Line 14 taxable 17 at sibling rate X .12 18. Amount of Line 14 taxable 18 at collateral rate X .15 19. 592.01 19. Tax Due ..................................................................................................................... 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 1505610243 1505610243 REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME Curran, Mildred R. STREET ADDRESS 401 N. Walnut St. CITY Mechanicsburg Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest 4. If Line 2 is greater than Lin Check box ontPage 21L ne 20 t relquest aOrefund AYMENT. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. Total Credits (A + B) Make Check Payable to: REGISTER OF WILLS, AGENT. (2> 0.00 (3) 0.00 (4) (5) 592.01 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Yes No 1. Did decedent make a transfer and: 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 :.................................... ^ 0 c. retain a reversionary interest; or ................................................................................................................. ............... ^ 0 d. receive the promise for life of either payments, benefits or care? ........................ . 2. If death occurred after December 12, 1982, did decedent transfer troperty 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?......... ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which . ................................................... ^ 0 .......... contains a beneficiary designation? ..................... ............................. IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS tS 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. §9116 (a) (1.1) (i)]. For dates of death 1 ~or afterThe statute does'not exempt a transfer to ahsurvrv ng spouse from tax, and the statutoryhequi e~me9tspor d sclosPrer ofnt [72 P.S. §9116 (a) ( )( )l assets and filing a tax refurn 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 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)]. • 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 (a) (1.3) . A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, w§ether by bloo~ or adoption. File Number 21 - 11 'ATE ZIP pA 17055 (1) 592.01 SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF Curran, Mildred R. 21 - ~ ~ - Include 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. VALUE AT DATE OF ITEM DESCRIPTION DEATH NUMBER - 3,235.05 Pennsylvania State Employees Credit Union Account TOTAL (Also enter on Line 5, Recapitulation) I 3,235.05 SCHEDULEF COMMONWEALTH OF PENNSYLVANIA JpINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF Curran, Mildred R. I 21 - 11 de joint within one year of the decedent's date of death, it must be reported on schedule G. If an asset was ma ADDRESS RELATIONSHIP TO DECEDENT SURVIVING JOINT TENANT(S) NAME Walnut St. 401 N Daughter Ruth Ann Gill . Mechanicsburg, PA 17055 A JOINTLY OWNED PROPERTY: DESCRIPTION OF PROPERTY °,6 OF DATE OF DEATH DECD'S DATE OF DEATH VALUE OF LETTER DATE ITEM FOR JOINT MADE Include name of financia- institution and bank account number or number. Attach deed for jointly-held real estate. in identif il VALUE OF ASSET INTEREST DECEDENTS INTEREST NUMBER TENANT JOINT g y ar sim 111.85 50% 21 10,555.93 1 A 01 /01 /1990 B , t Savings #6143783985 Stateme 818.72 50% 35 17,909.36 2 A 01/01/1990 a l , Checking #610399-169-6 mbined Co TOTAL (Also enter on line 6, Recapitulation) I 28,465.29 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATII/EOOSTS FILE NUMBER ESTATE OF Curran, Mildred R. 21 - 11 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER FUNERAL EXPENSES: A. 1 Malpezzi Funeral Home 9,960.67 2 Gate of Heaven Cemetery, Office of Catholic Cemeteries 1,508.75 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address 2. 3. City State Zip Year(s) Commission paid Attorney's Fees Ball, Murren & Connell Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Ruth Ann Gill Street Address 401 N. Walnut St. City Mechanicsburg State PA zip 17055 Relationship of Claimant to Decedent Daughter 4. I Probate Fees 5. 6. 7. Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Cumberland County Register of Wills Office Filing Fees: Inheritance Tax Return and Inventory 1,000.00 3,500.00 30.00 TOTAL (Also enter on line 9, Recapitulation) 15,999.42 • SCHEDULEI DEBTS OF DECEDENT, MORTGAGE COMMONWEALTH OF PENNSYLVANIA LIABILITIES, & LIENS INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF Curran, Mildred R. 21 - 11 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM DESCRIPTION AMOUNT NUMBER 1 Luz Diputado -Caregiver through Griswold 72.00 2 Linda Metriocino -Caregiver through Griswold 408.00 3 Terrie Martin -Caregiver through Griswold 144.00 4 Leslie Cordero -Caregiver through Griswold 144.00 5 Griswold Special Care 854.00 6 Teresa Foley -Caregiver through Griswold 247.50 7 Group's Tax and Payroll Service -preparation of 2010 individual tax return 45.00 8 VNA Private Duty Nurse 613.13 9 Messiah Village Life Care 17.51 TOTAL (Also enter on Line 10, Recapitulation) I 2,545.14 REV-1513 EX+(11-08) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Curran, Mildred R. 21 - 11 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not ListTrustee(sy SHARE OF ESTATE (Words) AMOUNT OF ESTATE ($$$) I~ TAXABLE DISTRIBUTIONS[include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 Ruth Ann Gill Daughter 401 N. Walnut St. Mechanicsburg, PA 17055 2 Kevin Gill Grandson 401 N. Walnut St. Mechanicsburg, PA 17055 3 Kelly Loeffler Granddaughter Enter dollar amounts for distributions shown above on lines 15 t hrough 18 on Rev 1500 cover sh eet, as appropriate. II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS CouNTY of Cumberland } Ruth Ann Gill INVENTORY CUMBERLAND COUNTY, PENNSYLVANIA File Number 21 - 11 Personal Representative(s) of the Estate of Curran, Mildred R. deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of ~is'inventory. r'-~ ~ _ I verify that the statements made in this Inven- ~. , tory are true and correct. I understand that false state- ~ Ruth Ann ill menu herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Attorney -- (Name) (Firm) (Address) Richard E Connell Esq (Supreme Court I.D. No.) 21542 Ball, Murren & Connell 2303 Market Street Camp Hill, PA 17011 (Telephone) 7171232-8731 DATE OF DEATH LAST RESIDENCE 4O1 N. Walnut St. DECEDENTS SOC. SEC. NO. 4/2/2011 Mechanicsburg, PA 17055 166-09-3024 FIGURES MUST BE TOTALED Personal Property Pennsylvania State Employees Credit Union Account 3,235.05 Total Personal Property 3,235.05 (Attach additional sheets if necessary) Total Personal Property and Real Estate $3,235.05 $0.44 0 US POSTAGE 062S00 OC22A108 17011 a ~ ~. m __-~..~. ewts Ball, Murren & Connell P~O. Box 1108 Harrisburg, PA 17108-1108 I~~~III~~~III~~~~~~II~~II~„II~~~il~ll~~~~~~llll~~~~~~llll~~~l MS GLENDA EARNER STRASBAUGH CUMBERLAND COUNTY COURTHOUSE 1 COURT HOUSE SQ CARLISLE PA 17013-3301 $1.280 0 '~ N US POSTAGE ~' FIRST-CLASS o FROM 17011 - SEP 13 2011 N scam ~ .. i7 "- ~' i Tl _,. , i`LC? ~ _~; - - ~ ~... _ , r~ ~ ~~ C.t _ ~_~~~ 4 L_: , 1 ': C- -. J -- r. ~-- L~ : t ~~ s ~~ -; f f ~~ r v s