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Home My WebLink About05-10-12J 1505610101 REV-1500 °"°'-'°' ~l PA Department of Revenue PennsylvaMa OFFICIAL USE ONLY Bureau of Individual Taxes "EOU."`"' "`°`"°` County Code Year File Number Po sox z806ot ~ INHERITANCE TAX RETURN 1' 2 1 1 1 0 4 1 6~~ Harrisburg, PA 19tz8-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY 1' 1° 2 3 8 5 7 4 1 0 3 0 8 2 0 1 '' 1' Decedent's Last Name Suffix a r c o n i J r Date of Birth MMDDYYYY 1 1 1 2 1 9 5 6 Decedent's First Name MI E u g e n~ L~ (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name SuiFx 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 O 2. Supplemental Return O 3. Remainder Return (date of death prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) ~ 6. Decedent Died Testate O 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 O 10. Spousal Poverty Credit (date of death O 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 Day ime Telephone Num be r t ~ o ~i L D e L G 1 t 7 7 2 ' ~ A 9i Fi~ R_ 4. 4_ REGIST OF WILLS l~ ONLV First line of address N ~ ~ ~ n' f ~ ~ ; P O B o ~x ~~~ Second line of address v? ~ ~ O ~~ - i ~1 1 3 F 8 t ~ ^U ~ ~ _~ - : ~ r ;~ ; City or Post Office State ZIP Code OfIrE FILE[)L. t'- ,~. ,,., va -. iB 1~ 7 0 0 7 N "n ~ w~.' Correspondent's a-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to [he best of my knowledge and belief, it is true, correct and complete. DeGaration of preparer other than the personal representative is basetl on all information o(which preparer has any knowledge. SIGNATURE OF PERSON RESPO IBLE F°~ ~F ING RETURN ~ DATE - ~VIJJt~ C~~~ ~~ t ~t~ ~Cl I ~~- - ADDRE~SSl LL ~i ~b ~~ ~ ~ ~!{~ I (_: l ~> ` __ ~ ^^ ~--~r ~f L.i xs lJ ~3-'1 1 l ~~~ A(I `.! SIGN/~jLIBiOJ^PfjF~ARER OTFr{ER~7HANF2EPRF~BEbLTAT E J ~ / \,!/ GS ~ '- L/A/ ~' '~ . f~ ~ DATE / / B J _~ / i ii ( = . .o /L~Xat.e~/ P --- t~~ -•~ rY Y~ / 9 it r ADDR ESS ~r j /J p ~ ~ 1 /" rG'J r F+C JC- .~ S~"A Ly2_( /'[] i2J~ ~/r r~~ ~ ^ / BO, ~, AJ C~ -~/', .tJT~/Y -A ~C ~ PLEASE USE ORIGINAL F _ RM ONLY ~ r Side 1 L 1505610101 1505610101 J 07 />,- ill REV-1500 EX Decedent's Name: occeomu errnu Decedent's Social Security Number 1. Real Estate (Schedule A) .......... ............... ............... ~ 0 0 0 2. Stocks and Bonds (Schedule B) ..................... .. .............. 2 la ~ 0 0 0 3. Closely Held Corporation, Partnership or SolaPropdetorship (Schedule C) ... , . 3. 0 0 0 4. Mortgages and Notes Receivable (Schedule D) ........................... 4. 0 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 6. Jointly Owned Property (Sdiedule F) O Separate Billing Requested ....... 6. 0 0 0 7. Inter-Vrvos Transfers & Miscellaneous Non-Probate Properly (Schedule G) O Separate Billing Requested........ 7. 0 0 0 8. Total Groas Assets (total Lines 1 through 7) ............................. 6. 1 1 4 - 4 4 1 0 9. Funeral Expanses and Administrative Costs (Schedule H) ................... 9. 10. Debts of Decedent, Mortgage Liahililies, and Liens (Schedule 1) .............. 10. ~ ~ •.. 11. Total DedueHons (total Lines 9 and 10) ................................. 11. 12. Net value of Estate (Line 6 minus Line 11) .............................. 12. 2 9 6 4 3 4 8 13. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been made (Schedule J) ........................ 13. 0 0 0 14. Net Value SubJeet to Tax (Line 12 minus Line 13) ........................ 14. 2 9 6 4 3 4 8 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 ~ a ""~~' `°" (a)(1.2) X .0_ 16. Amount of Line 14 taxable -g- at lineal rate X .0 _ ~ 17. Amount of Line 14 taxable at sibling rate X .12 1 4 8 2 1 18. Anwunt of Line 14 taxable at collateral rate X .15 1 4 1 15. 16. 17. 18. 19. TAX DUE ......................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT SJde 2 L 1505610105 1505610105 Eugene L. Marconi 1505610105 Jr. O REV-1502 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE OF Eugene L. Marconi, Jr. 21-11-0416 FILE All real property owned solely or as a tenant In common must be reported at felt market value. Fair market value is defined as the price at which property would he exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both havino reasonable knowledaa of rha ralnvanr raorc _ ___~ ...__ ___~..,..,,., .„ao,a ~, um same srzeJ REW 1603 EX+ (6-8e) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT scHE~u~E s STOCKS & BONDS ESTATE OF FILE NUMBER Eugene L. Marconi, Jr. 21-11-0416 All property jointly-owned with right of survivorship must be disclosed on ScheduleF. ITEM NUMBER VALUE AT DATE DESCRIPTION OF DEATH t. NONE _U_ TOTAL (Also enter on line 2, Recapitulation) $ -p_ (If more space is needed, insen additional sheets of the same sizeV REV-1504 EX+ (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP OR SOLE-PROPRIETORSHIP tSTATE OF Eugene L. Marconi, Jr, 21-11-0416 Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-held corporation/partnership interest of the decetlenl, other than a sole-proprietorship. See instructions for the supporting information to bo submitted for sole-proprietorships. ITEM NUMBER NUMBER DESCRIPTION VALUE AT DATE t~ NONE OF DEATH -0- TOTAL (Also enter on line 3, Recapitulation) l $ _ (If more space is needed, insert additional sheets of the same size) -O REV-1507 EX+ (107) ~ SCHEDULE D COMMONWEALTH OF PENNSYLVANIA MORTGAGES & NOTES INHERITANCE TAX RETURN RECEIVABLE RESIDENT DECEDENT ESTATE OF FILE NUMBER -__ Eugene L, Marconi, Jr. 21-11-0416 __ All property jointlyowned with right of survivorship must be disclosed on Schedule f. ITEM NONE OF -U- TOTAL (Also enter on line 4, Recapitulation) $ -U- (If more space Is needed, insert additional sheets of the same size) REV~~SOB E%•~49>~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TA% RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FNLE NUMBER Eugene L. Marconi, Jr. 21-11-0416 - Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointlyowned with the right o(survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH t 2002 Kia Spectra Motor Vehicle $1,500.00 2. Personal property sold at auction. See attached 2,569.10 invoice from Dehart's Auction & Surplus. 3. Decedent's share of Survival Action filed on behalf 51,375.00 of the Estate of his mother, Mary C. Marconi filed in Cumberland County, Pennsylvania to No. 09-2181 Proceeds received from Mother's estate on March 9, 2012. TOTAL (Also enter on line :i, Recapitulation) I $ 9 , 4 4 4.10 (If more space is needed, insert additional sheets of the same size) REV45p9 E%r1 ~91 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER Eugene L. Marconi, Jr. 21-11-0416 If an asset was made joint within one year of the decedent's dale of death, Il must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS REUTIDNSHIP TO DECEDENT A, B. C. JOINTLY-OWNED PROPERTY, 17EM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTiDN OF PROPERTY Include name offnanCialinstilu6on and bank account number or similar ldBRUlylOA number.Attach deed for pinlly-held real estate. DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST ~ A. NONE -0- TOTAL,(Alsoenteronline6,Recapitulation) $ -o- Insert adddlonal sheets of the same size) SCHEDULE G INTER•VIVOS TRANSFERS 8 COM N~ERITANCEDTAXERETURNANIA MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Eugene L. Marconi, Jr. 21-11-0416 This schedule must be wmpleted and fled if the answer to any of questions 1 through 4 on the reverse side of Ne REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY inauoE THExANEOFrHE rRAxsFEREe THEiR REUnoxawP TO OeeeoEnT axoTHE GATE OF TRAxsFER. ATLACH A COPY OF THE OEEO FOR REPL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION aAPamnaEE TAXABLE VALUE ~ NONE -0- TOTAL (Also enter on line %, Recapitulation) $ -U- more space Is needed, insert additional sheets of the same REV-1511 EX+(10-06) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Eugene L. Marconi, Jr. 21-11-0416 Dehts of decedent must be reported on Schedule I. A. FUNERAL EXPENSES: ~ Ewing Brothers Funeral Home, Inc. 630 South Hanover Street Carlisle, PA 17013 Paid by Exectrix Personally B. t ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) _Denl Se L, Kurr Street Address 626 Gutshall Road city Boiling Springs, s Year(s) Commission Paid: 201 2 State PF'' Zip 17007 $1,825,93 Z~ Attorney Fees Anthony L. DeLuca, Esquire 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Slree(Address City -- State Zip _ _ Relationship of Claimant to Decedent 4. Probate Fees 202.50 5~ Accountant's Fees S. Tax Return Preparer's Fees rj Q Q , Q Q ~ Legal Advertising-Cumberland Law Journal 75,00 8. Legal Advertising- The Sentinel 210.78 9• Filing Fee Inheritance TAx and Inventory 30.00 (If more space is needed, insert additional sheets of the same size) TOTAL (Also enter on line 9, Recapitulation) I $ REV-1512 EX~~ 112-03 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCIIE®ULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER - _ _ Eugene L. Marconi, Jr. 21-11-0416 rceport dehts incurred by the decedent prior to death which remained wtpaid as of the date of death, including unreimbursed medical expenses. ITEM - NUMBER VALUE AT DATE - --. -----_ DESCRIPTION - OF DEATH ' Mortgage on residence situated at 240 A.Street, $73,618.83 Carlisle, PA 17013 which is subject to Mortgage Foreclosure Action. 2. UGI Utilities, Inc. - Gas 3. CenturyLink - Telephone 4. Borough of Carlisle - 2011 County, Library and Borough taxes 5. Borough of Carlisle - Water and Sewer 6. Overdraft account owed on checking account at Orrstown Bank. 7, PPL Electric Utilities - Electric 1,436.94 80.55 527.61 65.94 613.52 1,113.02 _ _ TOTAL (Also enter on line 10, Recapitulation) g 77, 456.41 (If more space is needed, insert additional sheets of the same size) _ ~- REV-1513 EX+ (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Eugene L. Marconi, Jr, 21-11-0416 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RE Dol Not Llst TrOusDt e sDENT () AMOUNT OR SHARE O I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under F ESTATE Sec. 9116 (a) (1.2)) 1. Denise L. Kurr Sister 508 626 Gutshall Road Boiling Springs, PA 17007 2 Joseph D. Marconi Nephew 258 255 Lawrence Lane Carlisle, PA 17013 3 Jacob A. Marconi Nephew 258 255 Lawrence Lane Carlisle, PA 17013 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. NONE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 TOTAL OF PART ^ -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV•1500 COVER SHEET -0- (If more space is needed, insert additional sheets of the same size) I; EUGENE L. MARCONI, JR., a resident of 240 A Street, Cazlisle, Cumberland County, Pennsylvania being of sound mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils heretofore made by me. ITEM 1: I direct that all my just debts, the expenses of my last illness and funeral expenses be paid as soon after my decease as the same can conveniently be done. ITEM 2: I direct that there shall be paid out of my residuary estate al] estate, inheritance and like taxes together with any interest or penalty thereon imposed by the government of the United States, or any state or territory thereof, or by any foreign government or political subdivision thereof, in respect to all property required to be included in my gross estate for estate, inheritance or like tax purposes by any of such governments, whether the property passes under this Will or otherwise, excluding, however, any property over which I have a taxable power of appointment, provided, however, that no residuary beneficiary shall by reason of this provision be denied the benefit of any deduction, credit, favorable rate of tax or other benefit which by law enures to such beneficiary. ITEM 3: I give, devise and bequeath all of the rest, residue and remainder of my estate, real, personal and mixed, of whatsoever kind and nature, and wheresoever situate r~LJ EU E L. ARCpI•II, J~ .~ Ti~I \/ ~^7 Z~ - rtl <+~ O ~i EUGENE L. MARCONI, JR. o~ T' ~~~~ -'~-a w •.-Dn w f~7 OF EUGENE L. MARCONI, JR at the time of my death, as follows: a. Fifty (50%) Percent interest in my residuary estate unto my sister, DENISE L. KURR; b. Twenty-Five (25%) Percent interest in my residuary esl:ate unto my nephew, JOSEPH DANIEL MARCONI; and c. Twenty-Five (25%) Percent interest in my residuary estate unto my nephew, JACOB AARON MARCONI. ITEM 4: I hereby nominate, constitute and appoint my sister, DENISE L. KURR, Executrix of this my Last Will and Testament, with full power to do any and all things necessary for the complete administration of my estate, and direct that no bond or other surety is required of her in this or any other jurisdiction for her performance of this office. ITEM 5: If any provision of this Will or of any Codicil hereto is held to be inoperative, invalid or illegal, it is my intention that all the remaining provisions thereof shall continue to be fully operative and effective, so faz as is possible and reasonable. E G L. ARCONI 3~2 - IN WITNESS WHEREOF, I, EUGENE L. MARCONI, JR, the Testator, have to this my Last Will and Testament, typewritten on three (3) consecutively numbered pages, subscribed my name and affixed my seal this a`~'day of , 2008. ' SEAL) EUGE L. CO , JR Signed, sealed, published and declared by the above named EUGENE L. MARCONI, JR., as and for his Last Will and Testament, in the presence of us, who have hereunto subscribed our names at his request, as witnesses hereto, in the presence of the said Testator, and of each other. ca - "r ~ esidingat ~~~,~~~v~~/~"aa~~ . t2- ~e «i{esiding at ~~^'~. „~,r~[r ~- / oaf )7;17am From-pairce phalps P +717 761 0674 T-372 P.004/006 F-066 Date: 05-31-2011 DeHart's Ruction R;~Surplu5 Carlisle~Pa 17015 717-71~-7062 WWW,DEHRRT5RUL"fIDN.CDhI Settlement Marconi Estate F'aGen 8e11er: 59g 8kQ! a .5t l;,ar}isle PA 17013 ., ...._.... ._. _ ..~_..` Items: 767 Amount: 6, 433.5fd Commission at 4¢~.¢~OO,C 2~573.kO Thepuide 596.mO Auctionxip national homepage 2 weeks 3OO.Q~O Website and fliers 395.00 1,2:91.00 Less adjustments: -3,964.40 Net due t•u seller: ---~,56g.1fL1 Date: 05-a1-eO11 DeHart~s Ruction 8 Surplus Carlisle, Pa 17015 717-713-7062 WWW.DEHRRTSAUCTIDN.CDIh Settlement Narcani Estate Seller: 599 X40 a st Carlisle PR 17013 Pa61e: Thank you for choosing DEHRR7'S RUCTION From-Peirce Phelps +717 761 0874 T-372 P.006/006 F-O86 >~a>a' Oct 28, 2011 TAX CERTIFICATION Attn; Phone: FAX. LOT 55 MB 1 t PG 572 Residantlal(Under 10 Acres) OlsccuM Face Penalty 201 omal•C /30120[1 fi/30/20 afte 1/2011 Municipal 316.17 322.62 354.88 8 County Library 186 65 200.66 9 220. County . ~ 527.81 538.37 592.21 Paid A/27/2011 Counry pep y Tax Collector payments for the~current tax year should be made to: Carlisle Borough Tax Account 53 Wesl South Street PO Box 100 Cadisle, PA 17013 Phone: 717-249.4422 ~ Parcel Number: 06.20-1798.189 CurrentAssesment; 105500 Location: Owner(s) ~ MARCONI, EUGENE L Addre55: 240 A STREET CARLISLE PA, 17013 Oiscuunt Face Penalty al S fby 2011 Nor 8/31!20111 Ibv 70/31/20111 (after 11/1/20111 .. School 1,141,55 [,164.85 1,281.34 1,141.55 1,15A.85 1,281.34 Paid 8/31/2011 REV-1500 EX Page 3 nneurlon4rc Cmm~la4a Address: File Number DECEDENTS NAME Eugene L. Marconi, Jr. _ ___ _ STREET ADDRESS 240 A Street _ __ __ clTr Carlisle ~ srnre PA nP 17013 Tax Payments and Credits: 1. Tax Due (Page 2, Line t9) 2. CreditslPaymena A. Prior Payments B. Discount 3. Interest _~_ -0- 4. If Line 2 a greater than Line t + Line 3, enter the difference: Thais the OVERPAYMENT: FNI fn oval on Page 2, Line 20 to request a refund. (t) $4F001 _87 TotalCredds(A+B) (2) -0- (3) -0- (4) 5. ti Line i + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) $ 4 , 0 01 " 8 7 Make check Davabie 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 :.................................................................................... ...... ^ b. retain the right to designate who shah use the property transferred or Hs income : ...................................... ...... ^ c. retain a revereronary interest; or .................................................................................................................... ...... ^ d. receive the promise for life of either payments, benefns or care? ................................................................ ...... ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ........................................................................................................ ...... ^ ^X 3. Did decedent own an "intrust for' or payaMe•upon-0eath bank account or security at ha or her death? ........ ...... ^ 4. Did decedent awn an individual retirement acaunt, annuity ar 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 CT AS PART OF THE RETURN. For dates of death on or after July 1,1994, arxf before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse a 3 percent p2 P.S. §9116 (a) (1.1) (i}]. Fa dates of death on or after Jan. 1, 1995, ttre tax rate imposed on the net value of transfers to a for the use of the surviving spouse a 0 ~rcent [72 P.S. §9146 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disriosure of assets and fling a tax return are still applicaba even H the surviving spouse is the only benefiaary. For dates of death on or after Jury 1, 2000: • The tax rate imposed on ftce net value of transfers tram a deceased child 21 years of age a yournJer at death to or fa the use of a natural parend, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)J. • The tax rate imposed on the net value of transfers to or fa the use of the decedent's Nneal berletxtiaries is 4.5 percent, except as rroted 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 a 12 percent (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 Mood or adoptron.