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Home My WebLink About00-0397~ pennsylvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES May 1, 2012 MS SANDY C SNYDER REGISTER OF WILLS DAUPHIN COUNTY COURTHOUSE 101 MARKET ST, RM 103 HARRISBURG, PA 17101 Dear Register of Wills: . ~ ,,F t}F ~~-,".~~ -,~ ~~ -4 CLEFK ~':~ N' _^ Ct1~,~P~ ~ ~0(~:~T '`~ ~`','`~I ~' ~'~~ PA ~. Telephone 717 787-8327 Re: Estate of CHARLOTTE W. THOMPSON File Number: 2100-0397 County: CUMBERLAND Date of Death: 04/06/00 SS#: 184-26-4529 The subject decedent legally resided in CUMBERLAND County as of the date of death. Accordingly, you are authorized to cancel file number 2202-0278. Alt matters concerning this estate should be maintained under CUMBERLAND County File Number 2100-0397. All original Inheritance Tax documents for the subject decedent should be forwarded to the CUMBERLAND County Register of Wills; however, you may wish to retain a copy, including photocopies of all receipts for the collection of Inheritance Taxes in the subject estate which have been issued by your office. Please contact me at the telephone number above if you have any questions. ,'1 urel Fulmer, Supervisor, :.! Inheritance Tax D'ivision~ ~. , a .~ '' ~~~~ w ~ - ~:; ~~ , Department of Revenue ~ PO Box 2806011 Harrisburg, PA 17128 ~ 717,787.8327 i www.revenue.state.pa.us y'r ~GG~'dL/~G ~~~Jf~G ~~'/~!!~~ I ~~ C~l/C2IfGQG~IZ ,dean JKai~7Z0 xyng <l~aup(rin bounty ~'ourt 7fouse ~ggisterof 21h'Cfs and 1~ont 103 ('ferkof Orphans' ~'ourt ~^~•' 101 54Larket Street ~ ~ .7farris6urg, <yA 17101-2080 Thomas ~ ac 1, ~Es uire 7eG' 777-78o-~soo q 7'aX; 717-780-6474 Solicitor May 9, 2012 Glenda FarnPr Strasbaugh Register of Wills/Clerk of Orphans' Court 1 Courthouse Square Carlisle PA 17013 IN RE: INHERITANCE TAX FILE TRANSFER; Charlotte W. Thompson To the Honorable Glenda Farner Strasbaugh; Pursuant to the letter we received for the Department of Revenue, we are forwarding the enclosed inheritance tax return to Cumberland County. A copy of this letter is also enclosed. If you have any questions, please contact our office. Sincerely, ~~~ ~~~ ~~~L ~~ Y % r n Marfizo King ~ egister of Wills/Clerk of Orphans' Court ~? -- Enclosures ~o ~ ~-, JMK/aJm ~ ~'' ,- -; ~- ~ -- -~ _~ r ,;; t~~ a ,. C ~ ' ~' -;_ ~_, rte, , ; c pennsylvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES Telephone 717 787-8327 May 1, 2012 MS SANDY C SNYDER REGISTER OF WILLS DAUPHIN COUNTY COURTHOUSE 101 MARKET ST, RM 103 HARRISBURG, PA 17101 Re: Estate of CHARLOTTE W. THOMPSON File Number: 2100-0397 County: CUMBERLAND Date of Death: 04/06/00 SS#: 184-26-4529 Dear Register of Wills: The subject decedent legally resided in CUMBERLAND County as of the date of death. Accordingly, you are authorized to cancel file number 2202-0278. All matters concerning this estate should be maintained under CUMBERLAND County File Number 2100-0397. All original Inheritance Tax documents for the subject decedent should be forwarded to the CUMBERLAND County Register of Wills; however, you may wish to retain a copy, including photocopies of all receipts for the collection of Inheritance Taxes in the subject estate which have been issued by your office. Please contact me at the telephone number above if you have any questions. Yl~iurel Fulmer, Supervisor;. ..~:>.• Inheritance Tax D'ivision~ Department of Revenue I PO Box 2806011 Harrisburg, PA 17128 1717.787.8327 1 www.revenue.state.pa.us REV-1500 EX(E00) COMMONWEALTH OF REV-1500 OFFICIAL USE ONLY DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER ' %~ ` // -~~-, C~` ,1' f '~ ~ ~ DEPT. 280601 RESIDENT DECEDENT . , ~ - ~ - ~ ~~ - HARRISBURG, PA 17128-0601 000MY CODE YEAR NI,MBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER H W THOMPSON, CHARLOTTE W. 184-26-4529 ~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE W U 04-06-00 11-27-09 REGISTER OF WILLS Q (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER w ^X 1. Original Retum ~ 2. Supplemental Retum ~ 3. Remainder Return (dace or death prior to 1z-ta-az) w ~ ~ ~ 4. Limited Estate ~ 4a. Future Interest Compromise (date of deatbafter tz-lz-a2) ~ 5. Federal Estale Tax Retum Required ~ a m ^x 6. Decedent Died Testate (Attach copy of Wii) ~ 7. Decedent Maintained a Living Trust (Attach copy or Trust) 8. Total Number of Safe Deposit Boxes c ~ 9. Litigation Proceeds Received ~ 1 O. SpCUSaI POVerty Cfedlt (date of death between 1231-91 and 1-1-95) ~ 11. Election to tax under Sec. 9113(A) (Ana~b sib o) ~ THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: w NAME COMPLETE MAILIfiG ADDRESS o DAVID H. MARTINEAU 3211 NORTH FRONT STREET o_ W FIRM NAME (It Applicable) METZGER, WICKERSHAM P , O , BOX 5 3 0 0 o TELEPHONE NUMBER HARRISBURG, PA 17110-0300 ~ (717) 238-8187 1. Real Estate (Schedule A) (1) OFFICIAL USE ONLY 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership aSole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 1 , 0 6 5 . 5 7 r; ,~I~~~ ~ zooz Z (Schedule E) ~ 6. Jointly Owned Property (Schedule F) (6) ~F~I"~~ tit, t'.'~aC'~~,~.. Q ~ Separate Billing Requested a`~EGlSTER (CIF 111111_I_~ J 7. Inter-vvos Transfers & Miscellaneous Non-Probate Property (7) a Q 8. Total Gross Assets (total Lines 1- 7) (s) 1, 0 6 5. 5 7 W 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 1, 8 2 5. 5 9 ~ 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) (i1) 1 , 8 2 5 . 5 9 12. Net Value of Estate (Line 8 minus Line 11) (12) (7 6 0 . 0 2 ) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) (7 6 0 . 0 2 ) SEE INSTRUCTIONS FOR APPLICABLE RATES Z 15. Amount of Line 14 taxable at the spousal tax 0 • 0 0 0 ~ 15 0 0 0 ~ H X . rate, or transfers under Sec. 9116 (a)(1.2) 0 0 0 4 55 ( ) . • X .0 16. Amount of Line 14 taxable at lineal rate (16) 0 . 0 0 17. Amount of Line 14 taxable at sibling rate 0 • 0 0 X .12 (17) 0 . 0 0 ~ 18. Amount of Line 14 taxable at collateral rate 0 • 0 0 X .15 (18) 0 • 0 0 Q ~ 19. Tax Due (19) 0 . 0 0 20. ~ CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < STF PA42021 F.1 Decedent's Complete Address: STREET ADDRESS MANOR CARE EAST 800 KING RUSS ROAD CITY HARRISBURG STATE PA ZIP 1710 9 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 0 . 0 0 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total InteresUPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 0 . 0 0 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0 . 0 0 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 0 . 0 0 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 ..................................................... .. ^ ^X 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 "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? ..................................................... .. ^ ^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. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledg e 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 PERSON R POI~~IBLE OR I~G RE'URNT ~y ~ry DATE 512 BELVEDERE COURT, PUNTA GORDA, FL 19302 SIGNATUR REPARER OTHE ESENTATIVE DATE .~ / / > S~ --.,; - ADDRESS 3211 NORTH FRONT STREET, P.O. BOX 5300, HARRISBURG, PA 17110-0300 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 3% [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 0% [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 the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [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%, 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% [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 blood or adoption. STF PA42021 F.2 REV-1508 EX + (t-97) (I) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & M~$C. INRESDENTEDECEDENT N PERSONAL PROPERTY --- ESTATE OF FILE NUMBER THOMPSON, CHARLOTTE W. 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. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PROCEEDS FROM WRONGFUL DEATH LITIGATION 1,065.57 Howard 0. Thompson, Executor of the Estate of Charlotte W. Thompson v. Yordy Civil Action No. 00-2098 Court of Common Pleas, Cumberland County, PA See Attached distriburion of award TOTAL (Also enter on line 5, Recapitulation) I $ 1, 0 6 5 . 5 7 (If more space is needed, insert additional sheets of the same size) STF PA42021 F.9 REV-1511 EX + (1-97) (~) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ADMINISTRATIVE COSTS: Personal Representative s Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant ESTATE OF FILE NUMBER THOMPSON, CHARLOTTE W. Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A. FUNERAL EXPENSES: ~~ Neill Funeral Home (Memorial Service) 2. White Memorials, Inc. (Head Stone Inscription) 3. Upper Octorara Church (Grave Opening) 4. Dutchman's Country Market (Food at Service) 5. Upper Octorara Church (Pastor at Service) B. 1 2. 3. 4. 6. 7. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Z~p- Street Address City State Relationship of Claimant to Decedent Probate Fees AcaiuntanYs Fees Tax Retum Preparer's Fees TOTAL (Also enter on line 9, Recapitulation) I S (If more space is needed, insert additional sheets of the same size) - Z~p- AMOUNT 1,090.00 244.00 100.00 18.59 50.00 300.00 23.00 2 STF PA42021 F.12 REV-1513 EX + (9-00) SCHEDULE) COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF THOMPSON, CHARLOTTE W. FILE NUMBER 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) (1.2)] Howard 0. Thompson 1. 512 Belvedere Court Punta Gorda, FL 33950 Son 1000 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIA TE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 3 (If more space is needed, insert additional sheets of the same size) STF PA42021 F.14 E.., cx a O V Z ¢' x a x 0 xw ~ ~o ~x _~ , ~ craw _~ r. ~ a O' c ;--~ a ~~t o _.z w3wti ~ =~ ~~~ m ~, cx ~ t,-~ W V O a ~~~Q V 0 ~ v ~ N 0 ~N ~ O ~ ~ O S C.! ~ ~ ~ ~ ~ ^y ~ ~ o ~ ~ ~ p C ~ ~ C~^' ~~ ~ }~a ? ~~~~ ~ ~ ~ ~ ~ 0i ~ ~ ~ ~ ~ ~ ~ ~ v ~ ,~~ ° ~~ ~ ~ ~~ q ~ i ~::: .:: :,~ ~, `% ;~ :~:~; .,a i.. ~:. ,;..i Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 1/02/2013 BRLANSKY THOMAS JOSEPH 400 ALLENVIEW DR MECHANICSBURG, PA 17055 RE: Estate of BRLANSKY MARGUERITE A File Number: 2003-00397 Dear Sir/Madam: €?ECQ~~tCv~? ~"r~~E OE '~` 2 F~ ~ ~ `'7 CLERK ~' CU~iBERL~`~~s~ ~°~.. This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 1/26/2013 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel