HomeMy WebLinkAbout10-17-11
1505610140
--~ REV-1500 ~ (01-10) OFFICIAL USE ONLY
PA Department of Revenue County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN 2 1 1 1 0 7 5 6
PO BOX 280601 RESIDENT DECEDENT
Harrisbur PA 17128-0801
ENTER DECEDENT INFORMATION BELODate of Death MMDDYYYY Date of Birth MMDDYYYY
Social Security Number
1 8 1 0 3 9 9 3 9 D 5 2 3 2 0 1 1 1 2 0 2 1 9 1 5 MI
Suffix Decedent's First Name
Decedent's Last Name R O B E R T G
S T A R N E R
(If Applicable) Enter Surviving Spouse's Information Below Suffix Spouse's First Name
Spouse's Last Name
Spouse's Social Security Number
THIS RETUREGISTER OF IWILL$ ATE WITH THE
MI
FILL IN APPROPRIATE OVALS BELOW n ~
t
R 3. Remainder Return (date of death
0 1. Original Return ^ ur
e
2 Supplemental prior to 12-13-82)
^ ~
Future Interest Compromise (date of
4a 5. Federal Estate Tax Return Required
4. Limited Estate .
death after 12-12-82)
Total Number of Safe Deposit Boxes
8
t
t 7. Decedent Maintained a Living Trust ._ .
e
a
O 6. Decedent Died Tes
(Attach Copy of Will) (Attach Copy of Trust)
~
al Poverty Credit (date of death
S
11. Election to tax under Sec. 9113(A)
^
9. Litigation Proceeds Received
~ ous
10.
P
between 12-31-91 and 1-1-95) Attach Sch. O)
(
T BE DIRECTED T0:
L ~ le
ALL CORRESPONDENCE AND CONFIDENTIA
BE COMPLETED
O
U
e p
CORRESPONDENT -THIS SECTION MUS . D
ber
ne Num
ho
el
Name
I
R
W I N ~ E S Q U IRE
7 1 7 2 4 9 2 3 5
R O G E R B~
REGIST~OF WILLS USE ONLY -~-~
+~
_. _
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- `'
_
r ,~ ~ ..
First line of address ~= :: n `_ " -
I R W I N & M c K N I G H T P C "-: _
l
Second line of address
T R E E T 1 J ' ~ _. - -
' T,Y
6 0 W E S T P O M F R E T S one FILED __ ~' `~
State ZIP Code ~ .-:
City or Post Office
p A 1 7 0
1 3
C A R L I S L E
examined this return, mGIUt]u ~y awvn q.~.••~•^a --~---
re r other than the personal representative is based on all information of whic preparerDATE ~
~6 RETURN .., , n/ ,--~
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610140
1505610140
J (, f
1505610240
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: ROBERT G• S T A R N E R 1 8 1 0 3 9 9 3 9
RECAPITULATION
1. Real Estate (Schedule A) ..................................... ...... 1.
2. Stocks and Bonds (Schedule B) ................................ ...... 2. 2 7 5 4 7 , 5 0
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .... . 3.
4. Mortgages and Notes Receivable (Schedule D) .................... ..... . 4.
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E). ..... . 5. 1 5 0 1 1 . 4 6
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested . ..... . 6.
7. Inter-Vivos Transfers & Miscellaneous N -Probate Property
(Schedule G) ~ Separate Billing Requested . ..... . 7.
8. Total Gross Assets (total Lines 1 through 7) ..................... ..... . 8. 4 2 5 5 8 , 9 6
9. Funeral Expenses and Administrative Costs (Schedule H) ............ ..... . 9• 3 6 3 7 . 2 8
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ....... ..... . 10. $ 2 6 . 2 1
11. Total Deductions (total Lines 9 and 10) ......................... ..... . 11. 4 1 6 3 . 4 9
12. Net Value of Estate (Line 8 minus Line 11) ...................... ..... . 12. 3 8 3 9 5. 4 7
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ................ ..... . 13•
14. Net Value Subject to Tax (Line 12 minus Line 13) ................ ..... . 14. 3 8 3 9 5. 4 7
TAX CALCULATION -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 _ 0. 0 Q 15. Q, Q Q
16. Amount of Line 14 taxable
at lineal rate x .045 3 8 3 9 5. 4 7 16. 1 7 2 7. 8 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 Q Q
Q
18.
0.
O
Q
19. TAX DUE ......................................................19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
1 7 2 7. 8 0
Side 2
1505610240 1505610240 J
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
ROBERT G. STARNER 21 11 0756
Decedent's Name Page 2 File Number
Correspondents
Name
R O G E R B
First line of address
I R W I N &
Second line of address
6 0 W E S T
City or Post Office
C A R L I S L E
Daytime Telephone Number
I R W I N E S Q U I R E 7 1 7 2 4 9 2 3 5 3
Mc K N I G H T P C.
P O M F R E T
S T R E E T
State ZIP Code
P A 1 7 0 1 3
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.
Name
R O G E R B
First line of address
I R W I N &
Second line of address
6 0 W E S T
City or Post Office
C A R L I S L E
Daytime Telephone Number
I R W I N E S Q U I R E 7 1 7 2 4 9 2 3 5 3
M c K N l G H T P C.
P O M F R E T S T R E E T
State ZIP Code
P A 1 7 0 1 3
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 OF~§'ERSON REaSPONSIBLE F,O&.~ILING RETURN DATE
ADDRESS ;f iJ
877 E. MARKET STREET YORK PA 17403
ADDRESS/ ~/
102 SUNSET DRIVE MT. HOLLY SPRINGS PA 17065
REV-1500 EX Page 3
Decedent's Complete Address:
File Number
21 11 0756
DECEDENT'S NAME
ROBERT G. STARNER
STREET ADDRESS
1 LONGSDORF WAY
CITY
CARLISLE STATE
PA ZIP
17015
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments 1,641.41
A. Prior Payments
B. Discount 86.39
3. Interest
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.
(1) 1.727.80
Total Credits (A + B) (2) 1, 727.80
(3)
(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
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: Yes No
a. retain the use or income of the property transferred : ...................................................................... ^ ^X
b. retain the right to designate who shall use the property transferred or its income; ............................... ^ ^X
c. retain a reversionary interest; or ................................................................................................ ^
d. receive the promise for life of either payments, benefits or care? ....................................................... ^ ^X
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... ^ X^
3. Did decedent own an "in trust for" orpayable-upon-death bank account or security at his or her death? ......... ^ ^X
4. Did decedent own an individual retirement account, annuity or other non-probate property, which
contains a beneficiary designation? .................................................................................................. ^ 0
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
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 to or for the use of the surviving spouse is 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 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)]. Asibling is defined, undE
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1503 EX + (6-96)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
ROBERT G. STARNER 21 11 0756
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. EDWARD JONES -ACCOUNT #377-01571-1-7 3,051.93
FHLMC SER 2030 CI LI 6.30%
2. EDWARD JONES -ACCOUNT #377-01571-1-7
GLDMN SACHS REAL ESTATE SECS A
3. EDWARD JONES -ACCOUNT #377-01571-1-7
INCOME FUND OF AMERICA FUND A
4. EDWARD JONES -ACCOUNT #377-01571-1-7
LORD ABBETT BALANCED STRAT A
3,231.74
10,621.83
10,642.00
TOTAL (Also enter on line 2, Recapitulation) ~ $
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
ROBERT G. STARNER 21 11 0756
Include the proceeds of litigation and the date the proceeds wen: received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. EDWARD JONES CASH & MONEY MARKET 1,490.92
ACCOUNT #377-01571-1-7
2. IPNC BANK -CHECKING ACCOUNT #5140192393
13,520.54
TOTAL (Also enter on line 5, Recapitulation) I $
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (10-09)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
ROBERT G. STARNER 21 11 0756
Decedents debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
City State ZIP
Year(s) Commission Paid:
2. AttomeyFees: IRWIN & McKNIGHT, P.C. 2,800.00
3, Family Exemption: (If decedents address is not the same as claimants, attach explanation.)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4. Probatei=ees: REGISTER OF WILLS 142.50
5 Aarountant Fees:
6. Tax Retum Preparer Fees: PATRICIA A. ROSENDALE, CPA 375.00
7. CUMBERLAND LAW JOURNAL -ESTATE NOTICE 75.00
8. THE SENTINEL -ESTATE NOTICE 210.78
9. REGISTER OF WILLS -SHORT CERTIFICATE 4.00
10. REGISTER OF WILLS -FILING FEE 30.00
TOTAL (Also enter on Line 9, Recapitulation) I $
If more space is needed, use additional sheets of paper of the same size.
REV-1512 EX+ (12-08)
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
ROBERT G. STARNER 21 11 0756
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
MBERLAND GOODWILL FIRE RESCUE -AMBULANCE
2. (MILLENNIUM PHCY SYS -MEDICAL
SDHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
444.90
81.31
TOTAL (Also enter on Line 10, Recapitulation) I $
If more space is needed, insert additional sheets of the same size.
REV-1513 EX+ (01-10)
Pennsylvania ~ SCHEDULE J
DEPARTMENT OF REVENUE
BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
ROBERT G. STARNER 21 11 0756
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I>o Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under
Sec. 9116 (a) (1.2).]
1. ROBERT G. STARNER, JR. Lineal 38,395.47
877 N. MIRAMAR AVE #606
INDIALANTIC, FL 32903
2. ROXEY S. GROUP Lineal
102 SUNSET DRIVE
MT. HOLLY SPRINGS, PA 17065
3. DARYL D. PENLEY Lineal
877 E. MARKET STREET
YORK, PA 17403
4. VONNIE K. ATTIG Lineal
69 LONG STREET DRIVE
EAST BERLIN, PA 17316
5. DONALD A. GROUP, JR. Lineal
15 TIMBER LANE
MT. HOLLY SPRINGS, PA 17065
6. TONY D. GROUP Lineal
17 TIMBER LANE
MT. HOLLY SPRINGS, PA 17065
7. JIMMY PENLEY, JR. Lineal
352 N. PROMENADE LOOP C-208
POST FALLS, IDAHO 83854
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE.
Q, NON-TAXABLE DISTRIBUTIONS:
1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN:
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I $
If more space is needed, use additional sheets of paper of the same size.
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
ROBERT G. STARNER
21 11 0756
Decedent's Name Page 1 File Number
Schedule J -Beneficiaries -1
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT
Do Not List Trustee(s) AMOUNT OR SHARE
OF ESTATE
I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under
Sec. 9116 (a) (1.2).]
8. SCOTT PENLEY Lineal
535 BERGMAN ST.
YORK, PA 17403
9. MONIQUE P. STOUGH Lineal
1808 RIDGEWOOD ROAD
YORK, PA 17406
10. LISA S. JODERBERG Lineal
116 VENUS CT.
INDIALANTIC, FL 32903
11. WICKY BARNES Lineal
69 LONG STREET DRIVE
EAST BERLIN, PA 17316
12. SETH MARTIN Lineal
69 LONG STREET DRIVE
EAST BERLIN, PA 17316
6
LAST WILL AND TESTAMENT
I, R. GLENN STARKER, of South Middleton Township, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
1. I direct my Executors to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empower my Executors to sell any realty owned by me at my death,
and not specifically devised herein, at either public or private sale, and to give good and
sufficient deeds therefor, in fee simple, as I could do if living.
3. I give, devise and bequeath all of my estate of every nature and wherever situate as
follows:
(a) One-half (1/2) thereof to my four children, ROXEY S. GROUP,
DARYL D. PENLEY, VONNIE K. ATTIG and ROBERT G. STARKER,
JR., share and share alike, the child or children of any deceased child
taking the share their parent would have taken if living;
(b) One-half (1/2) thereof to my eight grandchildren, share and share
alike, the child or children of any deceased grandchild taking the share
their parent would have taken if living; and
(c) It is my desire that the above inheritances be used for each of my
children and their children.
4. I nominate and appoint ROXEY S. GROUP, DARYL D. PENLEY, VONNIE K.
ATTIG and ROBERT G. STARKER, JR. to be the Executors of this my Last Will and
Testament; they are to serve as such without bond.
5. I hereby suggest that my personal representatives retain the services of Irwin,
McKnight & Hughes as attorneys for the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 8 ~~ day of
September, 2003.
~.,~„~ ~ ~ (SEAL)
R. GLENN STARKER
Signed, sealed, published and declared by R. GLENN STARKER, the above-named
Testator, as and for his Last Will and Testament, in the presence of us, who, at his request, in his
presence and in the presence of each other have subscribed our names as witnesses hereto.
~"
}'~lGl~'G~-L ~ ~C~Lu/~[~x
2
n ~ ~ .
AC8IVOWLEDGEMENTAKD AFFIDAVIT
WE, R. GLENN STARKER, KAMELA S. CORNMAN and SHARON L.
SCHWALM, the testator and witnesses respectively, whose names are signed to the foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the
testator signed and executed the instrument as his Last Will and that he had signed willingly, and
that he executed it as his free and voluntary act for the purpose herein expressed, and that each of
the witnesses, in the presence and hearing of the testator, signed the Will as a witness and that to
the best of their knowledge the testator was, at that time, eighteen years of age or older, of sound
mind and under no constraint or undue influence.
COMMONWEALTH OF PENNSYLVANIA
. SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by R. GLENN STARKER, the
testator, and subscribed and sworn to before me by KAMELA S. CORNMAN and SHARON
e
L. SCHWALM, witnesses, this ~ day of September, 2003.
3. ~--
Public
Notarial Seal
It $, irwln, Notary Public
t~d~ ~3~ro, Cumberland County
lily ~*mirr~tati ~x Oct, 3, 2004
~i8TP1l)'~I', i'9TVi1S~11~Htit89~88Q9W'l~~~t~~a
3
SHAROI~L. SCHWALM
Account Number 377-01571-1-7 Ro,,
Account Type Single ~~
Flnanclal Advisor Art Amundsen, 717-258-4688 ~„
21 West. High Street; Carlisle, PA 17013 ro"'""'"~`P~
Statement Date Apr ``May 27, 201 Page 1 of 4
00044678 01 AT 0.365 01 TR 00162 EJADD012 000000
R GLENN STARNER
C/0 ROXEY S GROUP
102 SUNSET DR
MT HOLLY SPRINGS PA 17065-1817
II'I'111~~~11~~~~11'1~11111'I~~I1~111nllllnlll~ll" ~'~"'I'll'
$29,038.42
Value One Month Ago
$29,412.27
Value One Year_Ago
$24,719.99
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of the new site.
This Period Thhi Year
Beginning value $29,412.27. $27,583.09
Assets added to account 0.00 0.00
Income 32.80 317.12
Assets withdrawn from account -30.00 -150.00
Change in value -376.65 1,288.21
Ending Yalue S29,038.42
Ending
Cash & Money Market Balance
Cash S1,490.92
Amount Amount
Asset and Mortgage Backed Current Invested Withdrawn
Securities Principal Quantity Since Inception Since Inception Value
FHLMC Ser 2030 CI LI 6.30%
Due: 02/15/2028 3,000.00 3,000.00 7,000.00 -4,000.00 3,051.93
Amount Amount
Invested Withdrawn
Mutual Funds Price Quantity Since Inception Since Inception Value
Gldmn Sachs Real Estate Secs A 13.92 232.165 4,400.00 - 3,231.74
Income Fund of America Fund A 17.51 606.615 9,300.41 -60.00 10,621.83
Lord Abbett Balanced Strat A 11.08 960.469 10,532.63 -2,356.00 10,642.00
Total Account Value
529,035.42
~ ~ ~ ` V / L I
~~
s~ewA~
August 2, 2011
Roger B Irwin
Irwin & McKnight PC
West Pomfret Professional Bldg
60 West Pomfret Street
Carlisle, PA 17013-3222
RE: Robert Glenn. Starner
SSN: 181-03-9939
DOD: 05/23/2011
Dear Mr. Irwin:
In response to your request for Date of Beath (DOD) balances for the customer noted above, our
records show the following:
CLeckuag Account
Account # 5140192393 Established: 09/03/2009
R GLENN STARKER
ROPEY S GROUP
DOD balance: $13,520.21 + 0,33 accrued interest
Interest paid 01/01/2011 thru 05/23/2011- $0,89
Please note that this office provides date of death balances for deposit accounts
Savings). We do not process any financial transactions or provide statemen~syop~~ ass~anc with
any of these items, please call I-888-PNGBANK (1-88g_762-2265) or stop by your local PNC BawlG breach
office.
sincerely,
National Financial Services Center
PNC Sank, N.A.
Member FDIC
This message is intended for the use of the individual or entity to which it is addressed and may
contain information that is privileged confidential and exempt from disclosure under applicable law.
If the reader of this message is not the intended recipient or the employee or agent responsible for
delivering this message to the intended recipient, you are hereby notified that any dissemination,
distribution or copying of this communications is strictly prohibited. If you have received this
communication in error, please notify me immediately by reply or by telephone at 800-762-177.1 and
immediately destroy this faxed document.
PaOP. 1 of 1