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HomeMy WebLinkAbout03-08-13 (2) A 1505610140 REV-1500 EX (01-10' PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes INHERITANCE TAX RETURN Crxmty Code Year File Number PO BOX 280601 2 1 1 3 0 1 5 5 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW 0 1 1 3 2 0 1 3 1 1 0 1 1 9 1 9 Decedents Last Name Suffix Decedents First Name MI R I C H W I N E E T H E L M (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix 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 ❑X 1.Original Return 2.Supplemental Return E] 3.Remainder Return(date of death prior to 12-13-82) 0 4.Limited Estate 4a.Future Interest Compromise(date of 5.Federal Estate Tax Return Required death after 12-12-82) ® 6.Decedent Died Testate 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 10.Spousal Poverty Credit(date of death 11.Election to tax under Sec.9113(A) between 12-31-91 and 1-1-95) (Attach Sch.O) CORRESPONDENT-THIS SECTION MUST BE COLLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number R 0 G E R B I R W I N E S Q U I R E 7 1 7 2 4.9 2 3 5 3 TER OF:n LS Ilk Y First line of address yam. tA- --I n m rn rn I R W I N 8 M c K N I G H T P C Second line of address n O -10 -n "n 6 0 W E S T P 0 M F R E T S T R E E T � � � w Pi City or Post Office State ZIP Code DWILEC CO �1 C A R L I S L E P A 1 7 0 1 3 Correspondent's e-mail address: Under penalties of perjury.I declare ttxd I ined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,o orrect and compote.Dedvation other than the personal representath a is based on all information of which paperer has any knowledge. SIGNAZ OF P S OR FILING RETURN DATE ADDRESS 2118 WALNUT BOTTOM ROAD CARLISLE PA 17015 SIGNATURE O P PARER OTHER THA EPRESENTATIVE pA ADDRESS( 60 WEST PO RET STREET CARLISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610140 1505610140 1505610240 REV-1500 EX RECAPITULATION 1. Real Estate(Schedule A) ... .. ... .. .. .... ... .. . .. . .. . .... .. ... .... .. 1. 2. Stocks and Bonds(Schedule B) . .... ... ... ... . .... .. .. . ... .. . . . . . .. . . 2. 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) .... . 3. 4. Mortgages and Notes Receivable(Schedule D) . ... .. . ... . . . . .. . .. . ... .. . 4. 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E).... . .. 5. 3 1 8 3 9 2 . 2 3 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested .. . ... . 6. 7. Inter-Vitus Transfers&Miscellaneous NO Probate Property (Schedule G) u Separate Wiling Requested .. . . .. . 7. 8. Total Gross Assets(total Lines 1 through 7) .. . ... ........ .... .... ..... 8. 3 1 8 3 9 2 . 2 3 9. Funeral Expenses and Administrative Costs(Schedule H) ..... . . ...... ..... 9. 1 6 7 8 3. 6 4 10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule 1) ... .. . ... . ... 10. 3 2 8 9 . 9 9 11. Total Deductions(total Lines 9 and 10) ... .... ... ... .. ... . ... . .. ... ... 11. 2 0 0 7 3 . 6 3 12. Net Value of Estate(Line 8 minus Line 11) .... ... . .... ..... .... .. . . ... 12. 2 9 8 3 1 8. 6 0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) . .. ...... . . . . .. . . . . ... 13. 14. Nat Value Subject to Tax(LtL*12 minus Line 13) .. . .. ... .. . ... . .. ... .. 14. 2 9 8 3 1 8 . 6 0 TAX CALCULATION'-SEE twiitttfCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(1.2)X.0 _ 0 . 0 0 15. 0. 0 0 16. Amount of Line 14 taxable at lineal rate x.045 2 9 8 3 1 8 . 6 0 16, 1 3 4 2 4 . 3 4 17. Amount of Line 14 taxable at sibling rate X.12 0 . 0 0 17. 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X.15 0 . 0 0 18. 0 . 0 0 19. TAX DUE . . .... . .. .. . . . . . . . . ... ..... .. . . .... . . . . ... .. . . . . .. . . . . 19. 1 3 4 2 4 . 3 4 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ Side 2 1505610240 1505610240 REV-1306 EX Page 3 Fits Number Decedsht's Complete Address: 21 13 0155 DECEDENTS NAME ETHEL M. RICHWINE STREET ADDRESS 801 N. HANOVER STREET _ CITY STATE ZIP CARLISLE PA 117013 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 13,424.34 2. Credits/Payments A.Prior Payments B.Discount 671.22 Total Credits(A+13) (2) 671.22 3. Interest 4. if line 2 is greater than Line 1+line 3,enter the difference.This is the OVERPAYMENT. {3} FRI M oval on Page 2,Line 20 to request a refund. (4) 0.00 5. If Line 1+Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 12,753.12 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: ...................................................................... ❑ b. ruin the right to designate who shall use the property trarisferred or its income; ......................... c. retain a reversionary interest:or ................................................................................................ ❑ d. receive the promise for life of either payments,berie+ts or care? ....................................................... ❑ 2. 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� or payable-upon-t h bark ant or security at his o her h? ......... ❑ 4, Did decadent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation?.................................................................................................. ❑ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1,1994,and before Jan.1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(11)(i)]. For dates of death on or after Jan.1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [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 stiff applicabie 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 21 years of age or younger at death to or for the use of a natural parent,an adoptive parent or a sfepparent of the child is 0 percent[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 percent,except as noted in 72 P.S.§9116(1.2)172 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 percent[72 P.S.§9116(a)(1.3)].A sibling is defined,under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-1308 U+(i 1-10) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE INHEWANM TAX REFURN CASH, BANK DEPOSITS, & MISC. M$WWDECWENr PERSONAL PROPERTY ESTATE OF: FILE NUMBER: ETHEL M. RICHWINE 21 13 0155 Indude ft poceeft of koft and the dale the proceeds were mo"by the astaM. AN pmW[y*ftwmwdwkh dghtolswivom*mnstbmdbcwml on Sdw"F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. JEWELRY-VALUES ATTACHED 410.50— 2. M&T BANK-CHECKING ACCOUNT#434078 2,548.40 3. M&T BANK-SAVINGS ACCOUNT#15004212116716 87,754.75 4. SOVEREIGN BANK-MONEY MARKET#1674060521 53,121.08 5. SOVEREIGN BANK-CHECKING ACCOUNT#1861134398 375.00 6. SOVEREIGN BANK-CERTIFICATE OF DEPOSIT#1675541898 56,880.47 7. SOVEREIGN BANK-CERTIFICATE OF DEPOSIT#1675551319 48,983.41 8. SOVEREIGN BANK-CERTIFICATE OF DEPOSIT#7672352148 68,319.12 TOTAL(Also enter on tine 5,Recapitulation) $ 318,392.23 If more space is rmded,kwd additional shaft of PW of the sam stim REV-1511 EX-(10-09) pennsylvania SCHEDULE H • DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN RESIDENT DECEDENT ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER ETHEL M. RICHWINE 21 13 0155 Dsadent's debts must be reported on SCIIIS"L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. HOFFMAN-ROTH FUNERAL HOME 1,715.60 2. STEVE MUIR'S CUSTOM CATERING 225.00 3. WESTMINSTER CEMETERY 452.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address CRY State ZIP Years)Corwosm Paid: 2, Attorney Fees: IRWIN &McKNIGHT, P.C. 13,250.00 3. Family Exemption:(If decedents address is not the same as claimant's,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: REGISTER OF WILLS 398.50 5. Accountant Fees: 6. Tax Return PreparerFees: PATRICIA A. ROSENDALE, CPA 375.00 7. REGISTER OF WILLS-FILING FEE 30.00 8. CUMBERLAND LAW JOURNAL-ESTATE NOTICE 75.00 9. SOVEREIGN BANK-DATE OF DEATH VALUATION 20.00 10. THE SENTINEL-ESTATE NOTICE 189.54 11. PARKER JEWELERS- ESTATE VALUE ON JEWELRY 53.00 12. TOTAL(Also enter on Line 9,Recapitulation) $ 16 783.64 If more space is needed,use additional streets of paper of the same size. REV-1512 EX+(12-08) pennsylvania SCHEDULE I • DEPARTMENT OF REVENUE DEBTS OF DECEDENT, RESIDENT EDEN TURN MORTGAGE LIABILITIES &LIENS RESIDENT DECEDENT � ESTATE OF FILE NUMBER ETHEL M. RICHWINE 21 13 0155 Report debt Incurred by the decedent prior to death that remained unpaid at the date of death,Including unrdmbursed medlcal expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. ALERT PHARMACY-MEDICAL 24.99 2. CHURCH OF GOD HOME- NURSING 3,265.00 TOTAL(Also enter on Une 10,Recapitulation) $ 3,289.99 M oars space's needed,insert additional sheets of the same size. REV-1513 EX-(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: ETHEL M. RICHWINE 21 13 0155 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Tmstee(s) OF ESTATE 1 TAXABLE DISTRIBUTIONS pndude ouhiyM spousj I distributions and transfers under Sec.a1 6 a 1.2.] 1. GERALD L. RICHWINE Lineal 149,159.30 2118 WALNUT BOTTOM ROAD 1/2 REMAINDER CARLISLE, PA 17015 2. NANCY M. SHANK Lineal 149,159.30 374 ALEXANDRIA COURT 1/2 REMAINDER MARIETTA, PA 17547 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed,use addiflonal sheets of paper of the same size. r I, ETHEL M. RICHWINE, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this instrument. to be my last will and testament, hereby expressly revoking all wills and codicils heretofore made by me. 1. I direct my executors to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. 2. I authorize and empower my executors to sell any realty owned by me at my death and not specifically devised herein, at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do if living. 3. I give, devise and bequeath all of my estate of every nature and wherever situate as follows: (a) My furniture and appliances to Marshall L. Prosser, and (b) All the rest, residue and remainder to my son, Gerald L. Richwine, and my daughter, Nancy M. Llank, w 0 rn share and share alike, the child or children ON ;a s deceased child taking the share their parent woulg:hr CO rn taken if living. o C.; " o C) o -° o c :.� CO r= 4. I nominate and appoint Gerald L. Richwine and Na cy M. -r v Shank, to be the executors of this my last will and testament, ACKNOWLEDGEMENT AND AFFIDAVIT WE, ETHEL M. RICHWINE, BETZI A. MORRISON and SHARON L. SCHWALM, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, 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 their 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. � fL. x•7'1 ��',L�.,._�-.-.,�, ETNEt M. w copy RUKKL5UK NHAKUN L. ,SCHWALM — COMMONWEALTH OF PENNSYLVANIA: . SS. COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by ETHEL M. RICHWINE, the testatrix, and subscribed and sworn to before me by BETZI A. MORRISON and SHARON L. SCHWALM, witnesses, this LSr day of January, 1989. "TARYPUBM AMY E !N- WBELNO COUNTY S0ek 192. 9,:4 P ' ParkerJewelers 300 E Street, Carlisle, PA 17013-1326 717-249-3531 February 2, 2013 To Whom it may concern: We certify that we have carefully examined the following listed and described articles, the estate of: Ethel M. Richwine Executor: Jerry Richwine 717-249-4829 In our professional opinion we have listed the value for estate or other purposes at the current resale value, excluding any and all taxes. In establishing these values, we make no agreement to purchase or replace the articles. Envelope#1 Ladies silver color pendant with chain No monetary value Envelope#2 14Kt ladies engagement ring with three diamonds center diamond approximately 1/5 carats. $220.00 10kt ladies anniversary ring with three marquise cut sapphires and four round diamonds (center sapphire is damaged) $45.00 Envelope#3 14kt ladies six prong solitaire round diamond ring. $145.00 Pink beaded necklace with sterling silver clasp No monetary value Envelope#4 Simulated pearl necklace with silver color clasp. No monetary value Envelope#5 Simulated pearl necklace with gold color clasp. No monetary value The above values are made with the understanding that the appraiser assumes no liability with respect to any action that may be taken on the basis of this appraisal. PThomas Durham Date Mff Bank 499 Mitchell Road,Millsboro,DE 19966 Adjustment Saviccs PhWe 888-502-4349 F ex (302)934-2955 February 14,2013 Law Offices Irwin& McKnight,P.C. West Pomfret Professional Building C k iVdEE 60 West Ponfivt Street Carlisle,PA 17013-3222 FEB 19 20,13 IRWIN&NIcKNIGHT AW OFFICES Re: mate of Ethel M.Richwine Social Security:204-01-1546 Date of Death:Jas luarti 3 2013 Dear Sir or Madam: Per your inquiry on February 8,2013,please be advised that at the time of death,the above-named decedent had on deposit with this bank the following: 1. 73Pe ofAccoont ChschngAccount AccotmtNumber 434078 Ownership OV=a ofi Ethel M Richwine Gerald 4 Richwine(POA) Opening Date 0910111967 Balance on Date ofDeath $2,548.38 Accrued Interest $ .02 Total -$--2,548.------40-.-___....---___ __..-_._.............- 2. 7)pe ofAccotmt Savings Account AccountNwnher 15004212116716 Ownership(Names qn Ethel M Richwine Gerald L.Richwine(POA) Opertirtg Date 0310612007 Balance on Date of Death $87,752.34 Accruedlnterest $ 2.41 Total - -- --,-....... ..... - Sgvereign r' Court Ordered Processing\Decedents- MA1=MS3=02-10 - P.O.Box 841005 - Boston,MA 02284 i 1 February 20, 2013' , aati FEB 2 2 'F i Law Offices Irwin & McKnight, P.C. !��UiiU d iYicridiGH7 60 W. Pomfret St. LAW CIFFIrES Carlisle, PA 17013-3222 RE: Estate of Ethel M. Richwine Date of Death: January 13, 2013 Dear Mr. Irwin: Per your request, enclosed please find the account information as of the date of death for the above-named decedent. For your information, accrued interest is not included in the date of death balance. There was no safe deposit box on file. c Please feel free to contact me if I can be of any further assistance. 3 Very truly yours Linda Spavento Team Leader 617-514-5189 eM N 0 9{f O p i jA Z i Sovereign Bank ESTATE OF Ethel M Richwine SOCIAL SECURITY M 204-01-1546 DATE OF DEATH: January 13,2013 Account M 1674060521 Type: Money Market Open date: 7/28/2005 In the name of: Ethel Marie Richwine(Gerald L Richwine POA) Date of Death Balance: $53,121.08 Int.(Y M)from 1/1/2013 to 1/13/2013 $0.00 Accrued interest to date of death: $13.95 Other Info: Account M 1861134398 Type: Checking Open date: 9/712012 In the name of: Ethel Marie Richwine(Gerald L Richwine PGA) Date of Death Balance: $375.00 T Int.(YTD)from 1/1/2013 to 1/13/2013 $0.00 Accrued interest to date of death: $0.00 Other info: Account M 1675541898 Type: CD Open date: 3/6/2007 Y In the name of: Ethel Marie Richwine(Gerald L Richwine POA) Date of Death Balance: $56,880.47 Int.(YTD)from 1/1/2013 to 1/13/2013 $0.00 Accrued interest to date of death: $27.06 Other Info: Account M 1675551319 Type: CD Open date: 3/11/2011 In the name of: Ethel Marie Richwine(Gerald L Richwine POA) Date of Death Balance: $48,983.41 Int.(YTD)from 1/1/2013 to 1/13/2013 $0.00 Accrued interest to date of death: $32.52 Other Info: Account M 7672352148 Type: CD Open date: 10/20/2011 In the name of: Ethel Marie Richwine(Gerald L Richwine POA) Date of Death Balance: $68,319.12 Int.(YTD)from 1/1/2013 to 1/13/2013 $0.00 Accrued interest to date of death: $28.57 Other Info: Page 1 of 1 i 219 North Hanover Street carsle.Penreovania 17013 717.243.4511 toll free 1.866.451.4511 fax 717.243.3723 wwwhoffinomthcom FUNERAL HOME & CREMATORY, INC. hotrrnarrM.com February 7,2013 Gerald L. Richwine 2118 Walnut Bottom Road Carlisle, PA 17015 Statement of Funeral Expenses for. Ethel M. Richwine Date of Death:January 13,2013 Account Id: 1676"15 PACKAGE: Traditional Funeral Service TRADITIONAL FUNERAL SERVICE PACKAGE $ 4,850.00 Sub Total: $ 4,850.00 TOTAL FUNERAL HOME CHARGES: $ 4;850:00 CASH ADVANCES: 12 Certified Death Certificates at$6.00 each $ 72.00 Newspaper Notice-Sentinel $ 278.40 Additional Flowers $ 10.60 Flowers $ 159.00 Hairdresser $ 40.00 Additional DC's-corrected $ 72.00 Sub Total: $ 632.00 Total Funeral Expense: $ 5,432.00 Total Payments Made: $ 3,766.40 Payments Made: Secure Choice Check 67511 Feb 7,2013 3,766.40 Balance: $ 1.71SSo SERVING OUR COMMUNITY SINCE 1907 MW- 7013 IA. COWS ORDER M. oA� _ .13 NAME 3e-c� C- inZ -1v� ADDR�S�S��e.0� t"fin i W l alt.. �y9-y9a9 90LD BY. CASH' coa CHARGE I OK A=. IMMFM.IllPAID OlR QiIAN ,0®IRP110N PRICE AACMOM H 2 3 ►•- 53 4 � S } e aai� 4 ,a 9 j 10 11 I 12 MEIV M IEEW'T10S'SUP M-Amomm, 01"" CD ! ! ! Om w w w w v s O m R.o m �2 m w o m m $ m n 0 m 0 � a N � m w rte- i q m cn o r m o m 0 54 z m .. r" M M N � o p NN O 8 S w WW pN t71 A N n � n O1 W C 2 c �' coo •• CA m w m X ' $ ga. �. i. a. STEVE MUMS CUSTOM VATERIN9 500 Brook Meadow Dr Mechanicsburg Pa 17050 Invoice Date: 1/19/2013 For: Richwine Funeral Contact: Rebecca Fassl Details: Level 1 Lunch $5.00 pp (45 people) $ 225.00 Cupcake Bar(Complimentary) $ - Subtotal $ 225.00 Tax $ - Total Due $ 225,00 Amount Paid ® ,� Date Signature -��RY.L t31�Fi�iY�ME PASTY A.RIGNMWE eoaiwaa+a s1lewAUKtraorn Ro. . a MCE:WA 47013' MOTE A AU DAR 1 yy,.e` 8 MYIy Iy�pp�pp/� `'' RVwwr� k:17110.2M - �: z3 L89,780!e'; 2 2 7 a " ' o in