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HomeMy WebLinkAbout10-25-121 1505610143 ~J REV-1500 ~"°'-'°' ~ PA De artment of Revenue OFFICIAL l1SE ONLY p Pennsylvania Coantr toes veer File Number Bureau of Individual Taxes °N""^1BROF1~"~" Po sox.2aosot INHERITANCE TAX RETURN 21 12 0276 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth Decedent's Last Name MORRISON Suffix Decedent's First Name MARY (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI B MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW t. Original Return ~ 2. Supplemental Relum ~ 3, P~fa~indZr13est2m (date of death 4. Limited Estate ~ qa Future Interest Compromiea ~ 5. Fetleral Estate Tax Retum Require0 (tlale of death after 12-12-92) Decedent Died Testate x 8. (Attach copy or wui) ^ 9. Dtigabon Proceeds Received ^ ~~ (Attach COpY~ot Tn~ist) Living Trust ^ to.n5$°N,e18eni$J197`an~tl t'aeledeeam 8, Total Number of Safe Deposit Boxes ^ t t Election to tax under Sec. 9t 13(A) (Attach Sch. O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED. ALL Name MICHAEL L BANGS First Ilne of address 429 SOUTH 18TH STREET Seeond line of address City or Post Otfice CAMP HILL Cortespondent's e-mail address: AND CONFIDENTULL TAX INFORMATION SHOULD aF~~(LECTED TO: Daytime TelephQfpa Number `~ 717 730 ~~,I.O o ~~~' ~ Z c-t G> C - ; z. REiGISTER Ot~ll . ~•;ISE ~Y n C{i ~ GL ;~~ ~ C7t-~.;.. '~~~ - ` ;r Ci:- i ~ T iS >r i -~! _ ~~...:- ii ~ rsJ -~ -' .. 'r'i ~. C ,~ ~ ~ ~i State ZIP Code PA 17011 DATE FILED schedules and slalementa, and to d1e best of my knowledge antl belief, re based on all information of which preparer has any knowledge. ADDRESS 429 South 18th 150561D143 PA Michael L. Bangs Side 1 DATE 1:505610143 1505610243 REV-1500 EX Decedent's Social Security Number o,waan•,N,ma: Morrison, Mary B. RECAPITULATION t. Real Estate (Schedule A) ...................................................................................... . t. 114 , 455.66 2. Stocks and Bonds (Schedule B) ........................................................................... .. 2. 282.28 3. Closely Held Corporation, Partnership or Sok-Proprietorship (Schedule C)........ . 3. 4. Mortgages & Notes Receivable (Schedule D) ...................................................... .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............. .. 5. 1 , 335.81 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested........... . 6. 7. Inter-Vivos Transfers 8 Miscellaneous I~{oq-Probate Property (Schedule G) u Separate Billing Requested........... . 7. 8. Total Gross Assets (total Lines t-7) ................................................................... .. 8. 116 , 07 3.75 9. Funeral Expenses & Administrative Costs (Schedule H) ............................... ........ 9. 2 5 , 977 .5 6 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ...................... ........ 10. 39 , 102.05 71. Total Deductions (total Lines 9 8 10) ...................................................:....... ........ 11. 65 , 07 9.61 12. Net Value of Estate (Line 8 minus Line 11) .................................................. ........ 12. $0 , 994.14 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ....................................... ........ 13. 500.00 14. Net Value Subjeet to Tax (Line 12 minus Line 13) ...................................... ......... 14. 50 , 4 94.14 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or bansfers under Sec. 9116 (a)(1.2) X .00 15. 16. Amount of Line t4 taxable 17 , 994.14 16. at lineal rate X .045 17. Amount of Line 14 taxable at sibling rate X .12 0 . 0 0 17. 18. Amount of Line l4 taxable at collateral rate X . t 5 32 500.00 r 18. 79. Tax Due ................................................... .............................................................. . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 1505610243 Side 2 1505610243 0.00 809.74 0.00 4,875.00 5,684.74 Rev-1502 FX~ (17-06) SCHEDULE A REAL ESTATE wMUOR V.EntrR or vEwrvsnvu+w INHFRRANLE Ta%RETURN RE610ENT DELEOENT ESTATE OF B. NUMBER All real properly owned sdely or u a tenant M common must ba repodad at talr muket value. Fair market value is definetl ea the price al which pr dy would be azd+engsd Ixlween a willeq buyer and. wiping seller, neitherlreirp canpelbd [o buy or ull, boM ha~~~rqp reaaonabb knoxAedge dtne relevant fade. Rul pmpery which b JeintlY'owrred wllh right of wrvivorehip must M dlsdossd on aehadula F. Attach • copy of the aattlsment sheet Ntlw property hu been sdd Induda a copy of the dead showing decatlanrs Interest If owned u Mnant in common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATR 1 Real Estate -Tax Parcel No. Ot-21-0275-019, 3422 Bedford Drive, Camp Hill Borough, 114,455.66 Cumberland County. Properly was sold on 6/22/12 (see HUD attached) TOTAL (Also enter on Line 1, Recapitulation) I 114,455.66 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 11-08) Rev-150] E%~ (s-ssl SCHEDULE B STOCKS & BONDS INIERITANLE TA%RETptN RE&0eNf 0ECEDEFIT ESTATE OF FILE NUMBER All property IOIOtlyowns0 vi141 tl9M or suMVwahip must be tlluloutl on SchatlWe I°. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 8 shares of Alcatel-Lucent, S.A. - (mean value on 2NN 2) 1.805 14.44 2 9 shares of AT&T Stock - (mean value on 2/1/12) 29.76 267.84 TOTAL (Also enter on Llne 2. Recapitulation) 282.28 (H more space is m:ede4 edtli6onal pages or the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule 8 (Rev. 6-98) Rev-1588 E%~ (BAa) cow.wr+wswkrn ar PFiwsnvarxa narcarrance rax arnmd aeameraroECCOeur SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF r B. ~ mtluee ma proceaea m ia~v.mn ene ma eem m. or«aaea ware raoeivatl M ma a:v3ca. aI rroaerkv )aear4am.a vem me aam a eumaonhlp muse be alecroaee on echaMne F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Alcatel Lucent Dividends 10.26 2 AT&T dividend 3.96 3 ATBT dividend - (replacement check for uncashed dividends -Bell South) 200.65 4 AT8:T dividend 3.96 5 Refund from Heritage Medical Group 2.60 6 Refund from The Patriot News 40.95 7 Refund from Reiman Publications 46.62 8 Sale of Bell South shares 606.13 9 Susquehanna Bank -Checking account 4800955109 420.68 FILE NUMBER TOTAL (Also enter on Line 5. Recapitulation) I 1,335.81 (If rtwre space is needed, addttional pages of the same size) Copyright (c) 2002 form sotlware only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) REV-1161 EX+110-061 SCHEDULE H FUNERAL EXPENSES & ooM~~~2~~at1A ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Morrison, Mary B. 21-12-0276 Debts of decedent must be reported an Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A, FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Theresa Brady street Address 22912 Linden Drive City Lewes State DE Zio 19958 Year(s) Commission paid 2. Attomev's Fees Michael L. Bangs 3. Fatuity Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zio _ Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs TOTAL (Also enter on line 9, Recapitulation) I 25,977.56 8,610.00 8,500.00 8,500.00 367.56 Copyright (c) 2009 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF NUMBER ITEM NUMBER DESCRIPTION AMOUNT Myers-Harner Funeral Home, Inc. 8.610.00 H-A 8,610.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rw-7573 FJN 1f 3asl SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, St LIENS LOMMONNEALTNaa verasnvanw eA1ERRANLE TAX nETIMN RESXX:IITOELEOFNi ESTATE OF FILE NUMBER Morrison, Mary B. 21-12-0276 Report tlshte Incurred M the tlecetlsnt prior to deaM nut romsinatl unpeltl at the tlats of death, IrrcludMg unrolmdurestl mstlleal szpsnsee. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Comcast Cable - 3/29/12 223.82 2 Department of Public Welfare -Claim #230201050 34,086.66 3 Lititz Mutual Insurance Company -homeowners insurance 118.00 4 PA American Water - 3/29/12 136.95 5 PA American Water - (5/31/12) 68.30 6 Penn Waste -2129/12 45.75 7 Penn Waste - 6/19/12 69.70 8 PPB:L - (June Bill) 18.78 9 PPB:L Electric - 3/29/12 165.56 10 PP&L Electric -April bill 25.04 11 Susquehanna Bank -Home equity line of credit (payment 3129/12) 257.41 12 Theresa A. Brady - Reimbursement to Theresa A. Brady for Decedent Mary B. Morrison's 3,433.00 son's funeral expenses as per agreement between the Decedent and her cousin Theresa A. Brady. 13 TTI National, Inc. - 4/9/12 14.40 14 UGI -4/9/12 45.05 15 UGI - 3/23/12 276.23 16 UGI - (June bill) 44.09 Total of Continuation Schedule See attached page TOTAL (Also enter on line 10, Recapitulation) 39,102.05 (If more space is neetle4 atltlitlonal pages of the same size) Copyright (c) 2009 forth software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) Rsv-1512 EX~ IB-551 corerorm7:n~rR or rERranvnru~ INHERRMME TN(RETURN RE51~ENi nE(:EOFl11 SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS continued ESTATE OF FILE NUMBER B. Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-7500 Schedule I (Rev. 6-98) aev-is~n fc. stmt r SCHEDULE J °O""~f,~'dd'""'" BENEFICIARIES ESTATE OF FILE NUMBER Morrison, Ma B. 27-12-0276 NAME AND ADDRESS OF RELATIONSHIP TO SHARE: OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S7 RECEIVING PROPERTY DECEDENT (Words) ($$$) I TAXABLE DISTRIBUTIONS [inGude outright spousal drstnbubons, and transfers under Sec. 9116 a 1.2 Theresa A. Brady Cousin 10,500.00 22912 Linden Drive Lewes, DE 19958 Andrew C. Smith Grandson Specific bequest 17,994.14 249 Cumberland Road 51,000.00 plus Camp Hili, PA 17011 rest, residue and remainder Vickie J. Smith Friend 10,500.00 249 Cumberland Road Camp Hill, PA 17011 Benjamin Morrison Taylor Grandson 1,000.00 4420 Packard Lane Camp Hill, PA 17011 Leslie S. Yanacek Friend 10,500.00 249 Cumberland Road Camp Hili, PA 17011 Total 50,494.14 Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 15 00 cover sheet as a ro riate. NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS ~ [Please enter a charity into the Beneficiary field in Transact] 500.00 TOTAL OF PART 11 -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-15W COVER SHEE'rl 500.00 Copyright (c) 2009 form software only The Lackner Group, Inc. Forth PA-1500 Schedule J (Rev. 11-08) March 22, 2012 BANGS LAW OFFICE, LLC 429 SOUTH l8T" STREET CAMP HILL PA 17011 RE: Mary B. Morrison Estate DOD: 0 210 2/2 0 1 2 SS#: IQC)C-XX-6424 Tracking # 264784 Susquehanna saiaarrep.wa.~an«~••. tr,c. 26 North Cedar Street P.O. Box 1000 UBtr, PA 175437000 Tel 1.800.311.3182 Fax 717.625.4478 To Whom It May Concern: In response to your letter of March 9, 2012, here is the above customer account information as of February 2, 2012. Account#1 Account#2 • Account Title: Mary B Momson Mary B Morison C/O Theresa Brady C/O Theresa Brady • Account Type/# CKG Credit Line 4800955109 709708151 • Date Opened /Maturity 4/22/03 8/22/05 • Interest Rate: .050% 4.0% • Account Balance*: $420.68 $20,550.20 • Accnlad Interest: $.O 1 $23.79 • YTD Interest: $.OS $0.00 *Account balance does not include accrued interest. Account #3 ® There is no safe deposit box in the name of the decedent. ^ There is a safe deposit box # 0 in the name of the decedent located at the branch name. If I can be of further assistance, please feel free to cat1. Sincerely, Dawn M Berner Deposit Research -Reporting Department Lead 1-717-625-6546 DMB/csr J,,~ LAST WILL AND 7~8iAMENT I, MARY B. MORRISON, of 3422 Bedford Drive, Camp Hill, Cumberland f:ounty, Pennsylvania 17011, do hereby make, publish and declare this to be my last will and testament, hereby revoking all wills heretofore made by me. 1. I direct my personal representative to pay all of my debts, funeral <and administrative expenses as soon as convenient after my decease. I direct that all inheritance taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property, whether or not such property passes under this Will, shall be paid by my personal represe+,tative out of my estate. 2. I authorize and empower my personal representative to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sate or sales and to give good and sufficient deeds and/or bills of sale therefore, in fee simple, as I could do if living. My representative is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said representative. 3. I give, devise and bequeath all of my estate of whatever nature and wherever situate as follows: A. The sum of $10,500.00 to Theresa A. Brady; IS i B. The sum of $10,500.00 to Vickie J. Smith; :5 °; C. The cum of $10,50C.OC tc Leslie S. Yanacek; IS `;, D. The sum of $1,000.00 to Benjamin Morrison Taylor, q. ~, ~.; E. The sum of $1,000.00 to Andrew C. Smith, ~?, _, ° ;. F. The sum of $500.00 to Good Shepard School Library for general purposes; o ~. My stamp and coin collections to Andrew C. Smith, and all the H. Rest, residue and remainder to Andrew C. Smith to be held in trust by the hereinafter-mentioned trustee according to the following teams and conditions: The trustee, as well as my personal representative, is hereby authorized to retain, unconverted, any property, real or personal, that I may own at my death and shall be under no duty to convert it into legal investments. The trustee shall have the power and authority to sell, transfer, convey, invest and reinvest and to pay over the net income of the trust property, to or for the use of Andrew C, Smith or to accumulate it in the sole discretion of the trustee. My primary object is to insure the support, maintenance, education and medical care of Andrew C, Smith until he reaches the age of thirty (30) years. However, the trustee shall make the following distributions to Andrew C. Smith: A. The sum of $3,000.00 at the beginning of each school year he is in college, for a period of up to four years; B. The sum of $2,000.00 on his 21" birthday; C. One-half (1/2) of whatever remains of income or principal of the trust estate when he reaches the age of twenty-five (25) years; and D. Whatever remains of income or principal of the trust estate when he reaches the age of thirty (30) years. 4. In the event that Andrew C. Smith does not survive me by a period of sixty (60) days or if he predeceases the termination of the trust provided above, then I give, devise and bequeath his share of my estate, or whatever remains thereof, to Vickie J. Smith. 5. I appoint Susquehanna Bank, or its successor, to be the trustee of any trust created herein. 6. I nominate and appoint my cousin, Theresa A. Brady, to be the personal representative of my estate, to serve without bond. If she cannot or does not serve, then I appoint Vickie J. Smith to the substitute personal representative, with the same powers and also without bond. I suggest that my personal representative retain the services of Harold S. Irwin, III, Carlisle, Pennsylvania in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~_ day of December, 2010. ~%'~ (SEAL) A B. RRISON Signed, sealed, published and declared by the above-named person as and for a last will and testament, in our presence, who at said person's request, in said person's presence and in th~ presence of each other have hereunto set our name ACIUIOWLEDOMENiRND AFFIDAVIT WE, MARY B. MORRISON, HAVEN H. ANDREWS and AMY J. MAZUTIS, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly swom, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND :ss: Subscribed, swom to and acknowledged before me by MARY B. MORRISON, the testator herein, and subscribed and sworn to. before me by HAVEN H. ANDREWS and AMY J. MA~tiTtS, witnesses; this ~?r'day of December, ~]i 0. Notary rtd S. Irwin Iii, Fsq, Notary Public Carlisle, Cumberland County