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HomeMy WebLinkAbout95-0339L/ ®~ ~ I(~ ~ ~ NO LETTERS ~~ /'`F REV - 1500 EX + (7-94), ` INHERITANCE TA RETURN(/ I F D E C E D E N T OF DEATH AFTER 12/31/91 CHECK HERE coM o ~ H y RESIDENT DEf DENT FILE NUMBER ~E~A"~'rATN~T2O~F RNIiEANIA {TO BE FILED IN DUPLICATE HARRISBURG, PA6p12g_pgpl WITH REGISTER OF WILLS coa/CODE DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS Youn -~ ~ Charles M 45 Peacock Drive SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH Carlisle, PA 17013 203-10-6510 02/04/1995 09/20/1921 County Cumberland F APPLICABLE) SURVIVING SPOUSE'S NAME(LAST,FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER X 1. Original Return 2 S 9S ©~.33~' YEAR NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) 0.00 C q g ~ upplemental Return 3. Remainder Return E F ~ 4. Limited Estate 4a. Future Interest Compromise (for dates of death prior to 12-13-82) C 0 K (for dates of death after 12-12-82) ~ 5. Federal Estate Tax Return Required K P S ~ 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach cop of Will) C O p O Y (Attach a copy of Tr ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION ust) SHOULD BE DIRECTED TO: E g NAME Robert G. Radebach COMPLETE MAILING ADDRESS Etzweiler and Radebach S T TELEPHONE NUMBER 105 N. Front Street 717 234-5600 Harrisbur Penns lvani 1. Real Estate (Schedule A) 1 None 2. Stocks and Bonds (Schedule B) (2) None 3. Closely Held Stock/Partnership Interest (Schedule C) (3) None 4. Mortgages and Notes Receivable (Schedule D) (4) None C 5. Cash, Bank Deposits & Miscellaneous Personal Pro e p rty (Sch. E) (5) 250 00 A 6. Jointly Owned Property (Schedule F) (6) . 49 , 751.49 P 7. Transfers (Schedule G} (Schedule L) (7) None T 8. Total Gross Assets (total Lines 1-7) U L 9. Funeral Expenses, Administrative Costs, Miscellaneous (9) (8) 8 , 633 .53 T Expenses (Schedule H) 0 10. Debts, Mortgage Liabilities, Liens (Schedule I) (10) 121 00 11. Total Deductions (total Lines 9 & 10) . 1 50,001.49 N 12. Net Value of Estate (Line 8 minus Line 11) (11) 8,754.53 13. Charitable and Governmental Bequests (Schedule J) (12) 41 , 246.96 14. Net Value Subject to Tax (Line 12 minus Line 13) (13) None 15. Spousal Transfers (for dates of death after 6-30-94) (14) 41, 246.96 See Instructions for Applicable Percentage on page 2. (15) 0 00 X = . (Include values from Schedule K or Schedule M.) 0.00 16. Amount of Line 14 taxable at 6% rate (16) 41 , 246.96 X (Include values from Schedule K or Schedule M ) .ofi = 2,474.82 T . A i7. Amount of Line 14 taxable at 15% rate (17) O OG X = . X (Include values from Schedule K or Schedule M.) .15 0.00 C 18. Principal tax due (Add tax from Line 15, 16 and 17 ) . O 19. Credits/S Pove Prior Pa ments P m' Y Discount (18) 2 , 474.82 Interest P U 0.00+ 2,351.08 + 123.74 - 0.00 20 (19) 2 474 82 . If Line 19 is greater than Line 18, enter the difference on Line 20. This is the OVERPAYMENT. A Q ® Check h iE (20) , . 0.00 ere T you arerequestin a refaadotyour overpagrnent: I 21. If Line 18 is greater than Line 19, enter the difference on Line 21. This is the TAX DUE. 0 (21) N A. Enter the interest on the balance due on Line 21A 0.00 . 8. Enter the total of Line 21 and 21A on Line 21B. This is the BALANCE DUE. (21 A) ( 21B) 0.00 Make Check Pa able to: Re ister of Wills, A ent 0.00 - - BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH d I r ~ ~ cor rect red complete. l declare that all real estatehas beenh eported at true arket a ue~De laration of preparer omher th n the personal repr which preparer has any knowledge t t ve . an is ba sed on all reformation of SIGNATURE ERSON ESPONSIBL FpR-RILING RETURN ADDRESS J DATE / .. 45 Peacock Drive ' _ ,~'>ti Daughter Carlisle, Penns lvania 17013 SIG' TUBE F ~J ~. _ r- ~~ `3 ~ RE ARER THE N REPRESENTATIVE ADDRESS - Etzweiler and Radebach ---------- DATE 105 N. Front Street ~o right(c)1994 software onlyCPSystems,lnc. Harrisbure, Pennsylvania 17101 Form 00.94) Act #48.of 199 provides for the reduction of the tax rates imposed on the net value of transfers to or for the use of the spouse. The rates as prescribed by the statute will be: •3°~ (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 111/96 •2% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97 •1% (.01) will be applicable for estates of decedents dying on or after 1/1/97 and before 1/1/98 •Spousal transfers occurring on or after 1/1/98 will be exempt from inheritance tax. .PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make a transfer and: 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, . g c. retain a reversionary interest; or X d. receive the promise for life of either payments, benefits or care? . g 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . ~{ 3. Did decedent own an 'in trust for' bank account at his or her death? g IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Copyright (c) 1994 form software only CPSystems, Inc. Form 1500 (Rev. 7-94) LAST WILL AND TESTAMENT OF CHARLES M. YOUNG. TR. I, Charles M. Young, Jr., a resident of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this instrument to be my Last Will and Testament, hereby revoking any and all wills by me at any time heretofore made. ITEM I: I direct my hereinafter named Executrices to pay all my just debts, funeral expenses, administration expenses and inheritance, estate, succession or excise taxes, which I owe or may become due on account of my death, as soon as may be convenient after my decease. ITEM II: I hereby give, devise and bequeth unto my four (4) grandchildren the sum of $2,000.00 each as follows: Raymond Charles Martin, 408 Adams Street, Enola, Pennsylvania, 17025; Randy Douglas Martin, 408 Adams Street, Enola, Pennsylvania, 17025; Jennifer Jovan Witmer, 45 Peacock Drive, Carlisle, Pennsylvania, 17013; Jessica Nicole Witmer, 45 Peacock Drive, Carlisle, Pennsylvania, 17013. ITEM III: All the rest, residue and remainder of my estate, be it real, personal or mixed, of whatever nature and wheresoever situate which I may own or have the right to dispose of at the time of my decease, I give, devise and bequeath to my three daughters, in equal shares, per stirpes, Anna E. Zimmerman, 125 Brunner Street, Hummelstown, Pennsylvania; Shirley N. Martin, 408 Adams Street, Enola, Pennsylvania; and Helen L. Witmer, 45 Peacock Drive, Carlisle, Pennsylvania. ITEM IV: I hereby nominate, constitute and appoint my three (3) daughters, Anna E. Zimmerman of Hummelstown, Pennsylvania; Shirley N. Martin of Enola, Pennsylvania; and Helen L. Witmer of Carlisle, Pennsylvania, Executrices of this my ~ ~ Charles M. •. Last Will and Testament, with full power in their discretion to do any and all things necessary for the complete administration of my estate, without being required to file bond for the performance of their duties, with full power to sell at public or private sale and without order of court any real or personal property belonging to my estate, and to compound, compromise or otherwise settle or adjust any and all claims, charges, debts and demands whatsoever against or in favor of my estate as fully as I could if living. IN WITNESS vVHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament this _~~ day of October, 1992. ~~~ u~~--j} 4 ~SRA7 ") Charles M. Young, Jr. Signed, sealed, published and declared by the above-named Charles M. Young, Jr. , 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, we believing him to be of sound and disposing mind, memory and understanding, have hereunto subscrib our / names as fitness 's ~ day of c b , x[992 ~ ~ - Jr REV - 1508 frX + (2-87) COM(rul0, (~REAALT~OF PENNSy~VANIA i ~ rRt tESIITD EtJNT DTEACXERDEETNUTR N SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS ESTATE OF Charles M Young Jr. SS~~ 203-10-6510 02/04/1995 Print ----~ ~ ---•••-• •~• ~ •• ~ ~ ~ ~ ~~ Levu a more space Is needed. ) Copyright (c) 7994 form software only CPSystems, Inc. Form 1500 schedule E (Rev. 2-a~) REV - 1509 EX + (12-88) COM~O~REAALTF{ OF pENNSyLN ANIA SCHEDULE F RESIDENT DECEDENT JOINTLY-OWNED PRI esrnre of FILE NUMBER Charles M Youn Jr. SS~~ 203-10-6510 02 04 1995 Joint tenant(s): A. NAME Helen L. Witmer ADDRESS 45 Peacock Drive Harrisburg, PA 17013 RELATIONSHIP TO DECEDENT e. C Jointly-owned property: LETTER DATE ITEM FOR NUMBER JOINT MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE OF TENANT JOINT OF ASSET % INT. DECEDENT INTEREST 1 A 3/16/92 D h / aup in Deposit Bank and 9,232.04 50.OOY 4 617.05= Trust Company checking , account ~~092391699 DOD value $9,229.98, accrued ~^ `_ - interest of $4.11, decedent's 1/2 interest $4,614,44, accrued interest of $2.06. 2 A 3/16/92 . Dauphin Deposit Bank and 90,268.88 SO.OOY 45 134 44 Trust Company, Savings Acct , . No. 203-10-6510. Account value DOD 90,065.92, accrue interest $202.96. -r ~ - Decedent's 1/2 interest in l account $45,032.96, plus interest of $101.48. TOTAL (Also enter on line 6, Recapitulation) 49 , 751.49 (If more space is needed, insert additional sheets of same size.) Copyright (c) 7994 form software only CPSystems, Inc. Form 1500 Schedule F (Rev. 12-88) ~_ { Dauphin Deposit Bank and Trust Company MAIN OFFICE: 213 MARi~T STREET, HARRISBURG, PENNSYIVANUI 17101 717-255-2121 Decedent Confirmation Name: Charles M. Young, Jr. Soc ial Security No.: 203-10-6510 Date of Death (DOD): 02/04/95 Account No. 0092391699 5700146428 TYPe Checking ------------ --------------- 9 ------ -----=------------------ Statement Savin s ------- Date Opened -- ----------------------- ------------------------ or Issued 08/28/64 03/16/92 Date Closed ------------ ------------------------ -------- ------------ or Matured Date of Death -------------- ----------------------- ------------------------ Balance .$9,229.98 $90,065.92 PLUS ----- ---------------------- ----------------------- Date of Death Accrued Int. $4.11 $202.96 Joint Owners - ------------- ------------------------ ------------------------ (if any) or Helen L. Witmer or Helen L. Witmer Date of Joint ------------ ------------------------ ------------------------ Ownership 03/16/92 03/16/92 Special Comments: N/A Additional information available at 520.00 per hour. One hour minimum. Date Prepared: March 1, 1995 Prepared by: Cheryl A. Bowers Customer Management Information Dept. (CMI) Telephone No. (717) 255-2054 Page 1 of 1 Form 00-020-216 (REV 7/93) REV - 1511 EX i (7-88) COM INOHERITANCE TFAX RNETURN ANIA RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND ESTATE OF ---- Charles M Youn Jr. SS~~ 203-10-6510 02 04/1995 ITEM NUMBER DESCRIPTION A• Funeral Expenses: 1 Sullivan Funeral Home 2 Rubinics - catering funeral dinner 3 St. Lawrence Club - Hall (see continuation schedule attached) Total of Continuation Schedule(s) B• Administrative Costs: 1• Personal Representative Commissions Social Security Number of Personal Representative: 191-46-4961 Year Commissions paid 2. Attorney Fees 3. ~ Family Exemption Claimant Helen L. Witmer Relationship daughter Address of Claimant at decedent's death Street Address 45 Peacock Drive City Carlisle state PA Zip Code 17013 4. Probate Fees Print AMOUNT 4,643.00 742.00 lll.oo 132.50 0.00 995.03 ,,<, 0.00 C• Miscellaneous Expenses: 1 Etzweiler & Radebach - postage and photocopies 10.00 TOTAL (Also enter on line 9, Recapitulation) g ,--$_~~5~~ (If more space is needed, insert additional sheets of same size.) ~ , Copyright (c) 1994 form software only CPSystems, Inc. Lp ~ -~ ,. Form 1500 Schedule H (Re"v. 7-88) Estate of: Charles M Young Jr. SS~~ 203-10-6510 02/04/1995 CONTINUATION SCHEDULE Continuation of Schedule H-A ITEM DESCRIPTION AMOUNT ~~ rental for funeral dinner 4 Deissler's - flowers for 132.50 funeral 132.50 REV - 1512 EX+ (7-93) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Charles M Young Jr SCHEDULEI DEBTS OF DECEDENT, aAGE LIABILITIES AND LI SS~~ 203-10-6510 02/04/1995 ITEM NUMBER DESCRIPTION 1 Maureen Brennan Weaver, DPM - foot doctor 2 CP02 - Hospital bed rental Print AMOUNT 12 00 100.00 1~ TOTAL (Also enter on line 10, Recapitulation) E 121.00 (If more space is needed, insert additional sheets of same size.) Copyright (c) 1994 form software only CPSystems, Inc. Form trJ~ Schedule I (Rev. 1-93) REV - 1513 EX + (2-87) COMINON~Ep~TH pF pENNSyLVANIA SCHEDULE J -__ - RESIDENT DECEDENT BENEFICIARIE car Form 1500 Schedule ,1 (Rev. 2-87) -~rr~a~~~t~l ~~yvTOrmsottwareonlyCPSystems,Inc. --°'_""' °"""" "' aaine aice./ BENEFICIARY BEQUEST Raymond Charles Martin 2 000 00 408 Adams Street , Enola, PA 17025 Randy Douglas Martin 2 000 00 408 Adams Street , . Enola, PA 17025 Jennifer Jovan Witmer 2 000 00 45 Peacock Drive , . Carlisle, PA 17013 Jessica Nicole Witmer 2 000 00 45 Peacock Drive , . Carlisle, PA 17013 Anna E. Zimmerman 125 Brunner Street 1 /3 residue Hummelstown, PA 17036 Shirley N. Martin 408 Adams Street 1 /3 residue Enola, PA 17025 Helen L. Witmer 45 Peacock Drive 1 /3 residue Carlisle, PA 17013 .. REV-1547 EX AFP (12-94) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX ACN 1 01 BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPT. 280601 HARRISBURG, Pa 17128-0601 OF DEDUCTIONS AND ASSESSMENT OF TAX DATE 07-31-95 '"""'"`'' FILE N0. 2 9 -0 DATE OF DEATH 02-04-95 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT•• REMIT PAYMENT T0: ROBERT G RADEBACH ETZWEILER 8 RADEBACH 105 N FRONT ST HBG PA 17101 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 Amount Remitted CUT ALONG THIS LINE - RETA_IN LOWER POR_TIO_N FOR YOUR RECORDS ~ _ ----------------------------------------- REV-1547 EX AFP (12-94) NOTICE OF INHERITANCE TAX APPRAI§EMENT, ALLOWANCE OR ----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF YOUNG CHARLES H FILE N0. 21 95-0339 ACN 101 DATE 07-31-95 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stooks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule Fl 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests (Schedule J) 14. Net Value of Estate Subject to Tax (1) .00 (2) .00 (3) .00 (4) .00 (5) 250.00 (6)_ 49,751.49 (7) .00 (8) 50,001.49 (9) 6,883.53 no)__ 12~ 00 (11) 7.004 5 (12) 42,996.96 (13) . 00 (14) 42,996.96 NOTE. if an assessment was issued previously, lines reflect 'Figures that incl d t 14, 15 andior 16, 17 and 18 will u e he total of ALL ASSESSMENT OF TAX: returns assessed to date. 15. Amount of Line 14 at Spousal rate (15) • 00 X . 00_ . 00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 42, 996.96 X . 06. 2, 579 81 17. Amount of Line 14 taxable at Collateral/Class B rate (17) .0 0 X .15_ . 00 18. Principal Tax Due . TAX CRED (18) 2, 579.81 ITS: PAYMENT DATE RECEIPT DISCOUNT (+) NUMBER INTEREST (-) AMOUNT PAID 05-02-95 AA047716 123.74 2,351.08 PAYMENT MUST BE MADE BY 11-05-95*. TOTAL TAX CREDIT 2,474.82 BALANCE OF TAX DUE 104.99 INTEREST .00 TOTAL DUE 104.99 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A •'CREDIT•' (CRI, YOU MAY BE DUE REV-1470E%(C INHERITANCE TAX COMMONWEALTH OF PENNSYLVANIA EXPLANATION BUREAU OF IND VIDUAL TAXES OF CHANGES DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME FILE NUMBER .`LRarles Yotrn `'1?5--i?3:'~ ACN SCHEDULE ITEM 1 ~_;1 NO. EXPLANATION OF CHANGES liL' 3 i,F'~:UC~G 7=0 ~GS~. 1'8:^ oily e~~;er~(~:tion ~~an on].g ;~t~ clail;~ec~ a uinst ~robar.~= .SSctS. TAX EXAMINER: L?<tii c' i_ 1 e ~'« t ~,~~,~,n PAGE ~u, r,