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HomeMy WebLinkAbout04-05-12---~ REV-1500 °C(01~70) 1505b10143 PA Departrnent of Reverwe penn~ranla Bureauof IrbFvidual Taxes oe~ros-ra,a Po Box.26o601 INHERITANCE TAX 'D, PA 1712&0601 ~GQIR!!aJT n~i-~ w..r.+~v`:vcvcn^ N~rVRall!-Ia1JIrpCL(m Sodai~Set:urily Number Date of Death 172 01.5747. 07 07 2011 Decedent's Last Name Suffix iIALIt>Ir R (K Appliraabte) Enter Surviving 8pouse's Mtonnatlon Below Spouse's Last Name SuNx OFFICIAL U8E ONLY County Cods Year FNa NumMr t 21 11 0998 Date of Birth 02 18 1913 Decedents Fkst Name ]tARJORIE Spouse's Flrst Name Spouse's Soda) Sewrlty Number . THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILi. W APPROPRIATE OVALS BELOW MI d Mf ® ,. ort~a Rehm O z s,w Rett.n p a Remakxlar ~ (date of death p 4. LkNted Estate p 4a, wwra (daM d death altar 72-72.82) p b• Fede-a~ Fatale Tax Rehm Regtlirod ® a Cov~d~ O 7. (~ ~~ uwrg rru.e 0 9. Toth Number d seta Dsposk aooats p sa. LMlpatlon Pr~°cesds Reosw«, p 10. e. t23t .end;. ~; de°'" ^ 11.EbcUon lD tax under Sec. 9113(A) (Attach Sch. O) COR Nam RESPONDENT • TlNB 8ECTK)N MU8T BE COMPLETED. /ILL CORRESPONDENCE AND CONFIDENTUIL TAX INPORMAflON 8HOt1LD BE DMtECTED TO: e Daytime Telephone Number DAVID C >l~ILL$R JR ~ 717 939 9806 REGISTER USE ~„Y ~ ..D Flrst Ilrle of address ~ In- ~ M' 1100 BPRIIRO AARDB~i DR Aix ~ - ~~ Second Ilse o/ addnes ~ ~ © -,p ~ C~ T'3 BQ=Tai A ~ ~ ~m CIly or Post ONlcs State ZIP Code DAT~FILED ~ +~ ~ 1LIDDLaTONN PA 17057 Coriseponderlt'se{ndladdress: davidcmilltarjrfwerizon.net ktl~~ ~lM~' tira8i~;n"""° «urnwisd itrs roWm, ~ a°`~r ~on ~ trro wlbn o~"dwtYeA~p+ ~' any~~' dtxrorerotlnrtfwnihe roprose Susan Colistra ~ ~ 797 Lane, Hershey. 17033 rtuE ta~rE DAVID C MILLER JR ~//„/, 1100 SPI2~IE3 t;ARDEN DR., MIDDLETOWN, PA 17057 Stde 1 L 1505610143 1505610143 J J 1505610243 REU15oo Ex Decedents Sodas Security Number WALMER~ MARJORIE G. 17 2 O 1 5 7 4 7 RECAPfTULATION 1. Real Estate (Sdiedule A} ............................._. ....................... 1. 2. Stocks and Bonds (SchedWe B) ............................._............................_. ............ 2. 3. Ckx3ely Held Corporatbn, Partnership or Sole-Progieborst~ip (gq~edule C~........ 3. 4. Mortgages & Notes Reoalvable (Schedule D) ............................._....................... . 4. 5• Cash. Bank Deposits 8 Mtsceilaneous Personal Property (Schedule E.} .............. 5. 13 , 6 7 4 . 6 5 8. Jointy Owned Properly (Schedule F) p Separate BMng Requested............ 8. Z , 7 0 0.16 7. utter-Vivos Tamers & MisceNaneous Non.prnbate r~p~t~ (Sdtedule G) S P ~ • p eParate B8Ntg Requested............ 7, 8. Total Gross Aeseb(total Lines 1-7} ....................... ......_ ............................_..... 8. 16 , 3 7 4.81 9. Funeral Expenses 8 Adminisiratlve Costs (schedule H~ .............. ...,.. g, 7 , 18 0 . 8 3 10. Debts of Decedent, Mortgage Uaalitles. & Liens (Schedule l) .................:............. 10. Z 8 , 9 7 7 . 8 8 11. ToW DedudNons(total ones 9 8~ 10} ...........................:._............................_.... 11, 3 6 , 15 8.71 12. Net Vatw of Estate (Line 8 minus one 11 } ............................._..:........................ 12. -19 , 7 8 3 . 9 0 13. Charitable and (3ovemmental Bequests/Sec 9113 Trusts for which an eleWon to tax has not peen made (Sdtedule J~ ............................_.....:. ........ 13. 14. Met Yrw 8ub~ect to Tax(une 12 minus Line 13j ....................... .............. ......_. 14. - 19 , 7 8 3 . 9 0 TAX COMPUTATWN -SEE WSTRUCTIONS FOR APPLICABLE TES 15. Amount of Lkte 14 taxable at the.epowal tax rate or tireut~ars under Sea 9118 (ax1.2) X .00 15. 16. Amamt oT Urte 14 taxable ~ at Nnesd rate X .045 I, 18. 17. ,Amount of Lkte 14 taxable at albYng rate. X .12 17. 18. Amount d Line 14 taxable at oollaberai rate X .15 18. 19. Tax taus .............................._............................_.:.....................'....._................... 19. 0 . 0 0 20. FILL fN THE OVAL IF YOU ARE REQUESTIN~i A REFUND O~ AN OVERPAYMENT. ^ Side' 2 L 1505610243 150561D243 REV 1500 ~ ~9e 3 File Number 21 - 11 - 0998 Decedent's Complete Address: Walmer, Marjorie G. STREET ADDRESS Messiah Village ', 100 Mt. Alien Drive CITY STATE ZIP Mechanicsburg ' PA 17058 Tax Payments and Crodits: 1. Tax Due (Page 2, Une 19) 2. Credtts/Paymertts A. Prior Payments B. Discount (1) 0.00 3. interest 4. If Une 2 ~ greater than Line 1 + (~ 3, enter ~ difference. This ~ tireOVERPAYMENT. • Chsclc box on Pags 2 Lins ZD to regt~ a rotund 5. If Line 1 + Llne 3 is greater than Line 2, enter the difference. This ~S theTAX DUE Total Credos (A + g) (2) 0.00 (3) 0.00 (4) (5) ~.~~ Make Check Payable to: ~EGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRUITE BLOCKS 1.' Dkf decedent make a transfer and: Yes No a. main the use or tnoome of the property transferred :............................._............................_................ x b. rstalrt the right to designate who shall use the property transferred or its income :...................... x a retain a reversionary Interest; oc ............................._....:......................._............................_................ x d. receive the promise for life of either payments, benefits or care? ............................_.. ..... x ..................... 2. H death occurred otter December 12.1982. did decedent transfer property wfitdn one year of death wittwut reoeivirtg adequate oorrsideration2 ..........................................................._....:.:....................._..................... ^ 3. Dld decedent own an'in trust for' or payable upon death bank account or secxuity at his or her death? ...... ^ ^x 4. Dki decedent own an Individual Retirement Account, amuily, or other non-probate property which mains a bendy destgr„a~r,~.... ..................._............................_............................_.................... ^ o IF THE AN$WER TO ANY OF THE ABOVE QUE8TIONS IS YE8, YOU MUST COMPLETE SCHEDULE O AND FILE R AS PART OF THE RETUR r~ fosse or tteatn on or after 1 1994 and before Jan. 1,1995, the tax rate imposed on the net value of transfers b or for the trae of the strvivirtg epotres k 3 percent [72 P.S. §91 6 ta) (1.1) (q]. For dptes (o~n~ a)r~a)ft~~er 1.1tt95, the tax rate imposed on fhe net value of transfers to or for the use of the end 18 a) faxl~itirrt roam sti8 app~bie ~en~if B~ survl~s a suviv)np sp°uee from tax. and the statutory requs i~rem~~errtssd~rxe ng pouse k the only benefldary. For dates of death on or after Juy 1.2000: • The tax cafe on fife net value of transfers from a deceased child 21years of age or younger at death bo or for the use of a natural parent. an adoptlve pa or a stepparent of the dtfid is 0 percent (72 P.S. §9116 (a) (1.2)]. • The fax race imposed on the net value of transfers tD or for the use of the deoedenYs Iirr~l benefldar(es is 4.5 percent, except as noted in 72 P.S.. §9116 1.2) [72 P.S. §9118 (a) (1)]. • The tax rate imposed on the net value of transfers to or for the use of the deoedenYs siblings is 12 percent 172 P.S. §9116 (a) 1.3) . A sfilNng ~ defined tinder Sedbn 9102, as an individual who has at least one parent to crommon with the decedent, whether by for adoption. SCHEDULE E CASH, BANK DEPOSITS, & MISC. ~~ °°""''°'"'"~17HpF'~""'""~" PERSONAL PROPERTY ESTATE OF Walmer, Marjorie G. FILE NUMBER 21 -11 -0998 Irxlude~the.,~rooeeds of and the date the proceeds were received by the estate. All property lolntly-owned with the right of survivonth p must bed on schedule F. REM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Wells Fargo, Checking Account No. ~oooooooc8960, date of death balance-x8,959.81, accxued 8,959.81 interest~0.00 2 I Verizon-Refund 3 ~ Veterans Administration-Pension 4 ~ MetLife, Total Control Acxount No. 4057659885 7.03 1,056.00 3,651.81 I TOTAL (Also enter on Line 5, Recapitulation) I 13,674.65 TDl ~H AL.E~O~S& ADN~ISTRATNE OOesTS ESTATE.OF Walmer, Marjorie G. Debts of decadent must be report ITEM NUMBER FUNERAL EXPENSES: DESCRIPTION /-. 1 Hetrick-Bitner Funeral Home, Inc. 2 Rolling Green Cemetery Company 3 Messiah Village -Funeral Luncheon B. AD~INNISTRATIVE COSTS: 1. Persor~ Represer~ttve's Commissions Marne ~ Personal RepresentatNe(s) Susan Colistra on Schedule I. FlLE NUMBER 21 -11 - 0998 AMOUNT 690.33 3,109.00. 1,108.00 Street Address 797 Homestead Lane Cib' Hershey state PA Zip 17033 Yeatis) Commission paid 2. Attorney's Fees -Law Office Of David C. Miller, Jr. 3. Famly Exemption: (if decedent's address k not the same as daimaM's, attach explanation) Claimant Street Address ~ State Zip Re~tionstdp of Claimant to Decedent a. Probate Fees Register of Wills-Dauphin Co.-0ath ($20.00) Register of Wills{$88.50, $15.00); Short Certificates-$12.00 Legal Advertising-Paxton Herald 8 Cumberland Law Journal 5. AcooixHant's Fees 6. Tax Return Preparer'a Fees 7. Olher Administrative Costs 1 Reg~ter of Wills, Filing Fee-Return and Inventory 500.00 1,500.00 20.00 100.50 123.00 30.00 TOTAL (Also enter on Ilne 9, Recapitulation) 71$0.83 SCHEDUL-E 1, DEBTS T~F ~~LEDEN~, rIAdRTGAGE ~°"''°''""~"''"°~°~"`°""" LIABILITIES, & LIENS ESTATE OF Walmer, Marjorie G. FlLE NUMBER 21 -11 -0998 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medk~l expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 Pennsylvania Department of Public Welfare, CIS #740286033 18,663.82 2 Messiah V'~Ilage 6,244.06 3 Messiah Village 3,000.00 4 Veterans Administration-Repayment of Pension Received After Date of Death 1,056.00 '5 Messiah VNlage-Barber/Beauty Shop 14.00 ~ TOTAL (Also enter on Line 10, Recapitulation) ~ Z$,g77,$g REV-0613 t0(a (71.0!) co~tttoNVUEAi.Trt of rEr~snvANU- eti#RITANCE TAX RETURN RESIDENT DFCEpENr SCHEDULE J BENEFICIARIES ESTATE OF Walmer, Marjorie G. NUMBER NAME AND ADDRESS OF PERSONS RF CEMNG PROPERTY (~ RELATIOI DECE . Do Not l.b T~ TAXABLE DISTRIBUTIONSIindude outright ~ B ~ t atd St~c. ~1 8 (a) (1 2 j 1 William L. Walmer Son (Deceased) 2 Michael Wentling (Walmer) Grandson 289 Nlaraga Way San Jose, CA 95119 3 William L. Walmer, Jr. Grandson 1127 Brook Vi~v Lane Manteca, CA 05337 Specific Bequest of $1,000.00 Specfic Bequest of $1,000.00 Enter doAar amounts for c~stibutlor>s t+hova'- above on Nees 15 through 18 on Rev 1500 Dover sheet, as appropriate. II~ NON-T/kXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS FILE NUMBER 21 -11 -0998 TO SHARE OF ESTATE AMOUNT OF ESTATE (•! (Words> (ass) TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHE Q,QQ REV 7613 EX; (!-00) oNwEa.ne of aENNSVw~r6n RESIDENI'DECEDENT ESTATE OF Walmer, Marjorie G. NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVINC3 PROPERTY j. TAXABLE DISTRIBUTIONSpndude oubi~t ~pousal a~ ~1~116 (atrtr)aa(1.2)l 4 Kristine Walmer 10 Fairfax Village Harrisburg, PA 17112 5 Joseph t:olistra 700 N. Colorado Boulevard Denver, CO 80206 6 Arrthony Colistra, Jr. 971)7 Sky Lane . Eden Prairie, MN 55347 7 Timothy Colistra 429 Skwx Drive Mechanicsburg, PA 17050 8 Susan Colistra 797 Homestead Lane Hershey, PA 17033 SCHEDULE J BENEFICIARIES continued RELATIONSHIP TO DECEDENT Do Noe LNt Tnn1w(.1 Granddaughter Grandson Grandson Grandson Daughter FlLE NUMBER 21 -11 - 0998 SHARE OF ESTATE AMOUNT OF ESTATE Specific Bequest of $1,000.00 Specific Bequest of $1,000.00 Spedflc Bequest of $1,000.00 Specffic Bequest of $1,000.00 Rest, Residue and Remainder Page 2 of Schedule J INVENTORY .REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS } File Number 21 -11 -0998 Susan Colbtra Per~nal Represerrtative(s) of the Estate of Welmer, Marjorie G. deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate and aN: of the. real estate in the CommonweaNh of Pennsylvania of said Decedent that the valuation placed oppo~te each N>am of said inventory represents Its fair value as of the loth of the decedent's death, and that Decedent owned no real estate outside of the CommonweaNh of Pennsylvania except that which appears in a memorandum at the end of this inventory. I verNy that ttra statements made in this Inven- tory are trite and otxrect. i understand that false state-} marts het+sitt ~+e n>ade subject to the penaNles of Susan Coltstra 18 Pa.C.S. § 49Q4 relating to unswom falsNical3on to } authorities. Atton»y - (Name) (Fkm) DAVID C MILLER JR LAW OFFICE OF DAVID C. MILLER, JR. (Supeme Court LD. tvo.1 PA - 36504 (Ass) 1100 SPRING GARDEN DR. SUITE A MIDDLETOWN, PA 17057 (Te/ept-one) ~_ a-rs of t~-Tr+ 7nrz 717/939-9806 -r+~oErM.~ Messiah Village Mechanicsburg, PA 17055 FIGURES MUST BE TOTALED dal Properly Wails Far+~, Checking Acxount No. ~oooooooc8960, date of death balance-;8,959.81, accnied interest~0.00 Verizon-Refund ~y ~y ~3 ~.'~ ~~ ~»f L.L' t a_! ~" Veterans Administration-Pension M~Liis, Total Control Account No. 4057659885 fv H-~z a.- I N Ci 0''11 8.959.81 7.03 1.056.00 3.651.81 Total Personal Property 13,674.65 oscEOExrs soc. sEC. ra. 172-01-5747 (Attach. addltlonal sheets ff necessary) Total Personal Propwty and Real Estate ;1~~q,g5 ...._._.. _...... ~, DAVLD C. MILLER,' JR. Attorney at I,aw Apri14, 2012 Glenda Fanner Su~shaugh Register of Wills Cua'land County Courthouse tine ~otulhouse Square Carlisle, PA 17413 RE: Estate of 11~r,~orie G. Walmer No.s `2I-~1-4998 Dear Ms. Strasbaugh: Enclosed please firm as original {without attachments ' ami one copy of the. Pem~sylvagia Inhexitauce Tax Return. Also ene~c~sed are an original -and one (1) t~opy of an Inver ` A _ . k is the amount of $34.40 is also enclosed as paymert of the filing fee for the Inh~ Tax and inventory. Please tm8-stamp the: extra copy of the first page of the Inheritance Taa~ Return and the y of the Inventory and Apptaisement and return them to me, along with. a receipt for ##ie payt of the filing fee. Aself-addressed and :you have any questions ~ envelope is enclosed for your Vie. If regarding this matter, please contact me. Thank you for your a"space; Respectfully, David G. Miller, Jr. D~Clilw r..~ Lr~~osures: I'a. inheritance Tax Return -original {w/o attachments) and ~' ~ ~Y ~ yw rrr C~ 1 ofReturn ~ ~ ^ ~ t~'> C~ Pa. Inheritance Tax Return - copy of Page 1 only ~'- ~ ~ , ~ .~ r ~, Inventory -original and 1 copy D c;, ~ cn ~_ Check-$30.04. ;~ ~~ t~ ~ `-.; Return Envelope ~:~ ~ ~" ;.~' ~ w `'' ~, cc; :Susan W. Colistra, Executrix {w/© encl.) ~~ 1100 Spring Garden Drive, Suite A • Middletown, PA 17057 • Phone.. 717-434-9805 • Far: 717-939-2798 • E-mail: DavidCMillerJr@veriton.net n,s, 0 a ~ ~rn N WP, r- (Y7oo - OC]~M Z ~ n.~:..ov~ No a_aNOO ~o ~ ~ x --~ --•--~~ ~- M .r O ~-- ~_ ti d ~~~ Uq~ ~ Qa d K q ~ 5~ 0 gj~~ ~g .. a~ 0 U ~ L~' C ~ y ~ ~ ~ ~ ~U c~ o ~ a ~ ~ ~~ ai U ~ ~,~ •~ ~ ~ U c7 ~VO 0 F ... ,~..