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Home My WebLink About10-31-13 J 1505611185 REV-1500 EX(02-11)(FI) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN 21 13 0924 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYW 07312013 06181924 Decedent's Last Name Suffix Decedent's First Name M I FUNCK STERLING S (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name M I Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW ® 1. Original Return ❑ 2. Supplemental Return ❑ 3. Remainder Return(Date of Death Prior to 12-13-82) ❑ 4. Limited Estate ❑ 4a. Future Interest Compromise(date of ❑ 5. Federal Estate Tax Return Required death after 12-12-82) ® 8. 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 Schedule O) CORRESPONDENT- THIS SECTION MUST W COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number JEFFREY P. OUELLET, ESQ. 717-09-7254 ; REM1114 OF WILL$jBE Ota&q M rat First Line of Address C 3 C7 HARTMAN UNDERHILL Second Line of Address ` 221 E. CHESTNUT ST. _-j r\)o (0 o City or Post Office State ZIP Code DATE FILED -n LANCASTER PA 17602 Correspondent's e-mail address: J E F F O a@ H U B L A W-C O M Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge 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. SIGN6TVRE OF PERSON RESPON IBLE FOR FILING RETURN DATE to. , OCA. 1,2 9,0/3 ADDRE C/O 221 EAST CHESTNUT STREET LANCASTER, PA 17602 SIGNATURE O ER OTH TATNE DATE 29 ADDRESS 221 EAST HES NUT STREET LANCASTER, PA 17602 PLEASE USE ORIGINAL FORM ONLY Side 1 1505611185 OM46473.000 1505611185 J 1505611285 REV-1500 EX(Fl) Decedents Name: F U N C K STERLING S RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. $0.00 2. Stocks and Bonds(Schedule B). . . . . . . . . . . . . . . . . . . . . . . . . 2. $0 .011 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C). . . . . 3. $0-0 0 4. Mortgages and Notes Receivable(Schedule D) . . . . . . . . . . . . . . . . . 4. $0•00 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E) , , . , . 5, $14,932-73 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . 6, $a-00 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested . . . . 7. $0.00 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . 8. $141932 -73 9. Funeral Expenses and Administrative Costs(Schedule H). . . . . . . . . . . . . 9. $121081.15 10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule 1) . . . . . . . . . 10. $84 -30 11. Total Deductions(total Lines 9 and 10). . . . . . . . . . . . . . . . . . . . . 11. $12,165-45 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . 12. $2,767-28 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J). . . . . . . . . . . . . . . . 13. $0.1111 14. Net Value Subject to Tax(Line 12 minus Line 13) . 14, $2,767-28 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers un er Sec.9116 (a)(1.2)X.0 $0.00 15. $0.0 0 16. Amount of Line 14 ble at lineal rate X.04b $21767.28 16. $124 .53 17. Amount of Line 14 taxable at sibling rate X.12 so.a 0 17. $0.0 0 18. Amount of Line 14 taxable at collateral rate X.15 $0.0 0 18. 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. $124 -53 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ Side 2 L 1505611285 1505611285 OM4e48 3.000 i REV4600 EX(Fp Pape 3 File Number Decedent's Complete Address: 21 13 0924 DECEDENTS NAME STREET ADDRESS 208 NORTH ENOLA DRTVF CUMBERLAND CITE' STATE ZIP ENOLA PA 17,25- Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) $124 -53 2. Credits/Payments A.Prior Payments *0-0 0 B. Discount $7.0 0 Total Credits(A+B) (2) $7.110 3. Interest (3) $0.00 4. If Line 2 is greater than Line 1+Line 3,enter the difference.This is the OVERPAYMENT. Fill in box on Page 2,Line 20 to request a refund. (4) $0.1111 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) $117,53 Make check payable to: REGISTER OF WILLS, AGENT. I� yl� o a ii��S+hNryiliii r �i�h��i1dt '" ( 6iGUi61i a' fi�i� l�� 1, h6 hiRG, m�i PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN"X"IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a retain the use or income of the property transferred . . . . . . . . . . . . . . . . . . . . . . . . ❑ ❑X b. retain the right to designate who shall use the property transferred or its income . . . . . . . . . c. retain a reversionary interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ d. receive the promise for life of either payments,benefits or care? . . . . . . . . . . . . . . . . . . ❑ 2. If death occurred after Dec. 12, 1982,did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? ❑ 4. Did decedent own an individual retirement account,annuity,or other non-probate property,which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. E' '�-[ r iii',Ii''0141,, re .:.i.i;, 9 ,:e�sR ��;. r,;�i IM 11 liy,� .:APU!i'II 'a.ii"I" i7 _a.i,6 dF'�i ii ��";q". ip��• ifi� �;�i, (I�if " fh®..--',u" "phi dpl�ui; < '� P��lin�}a��ry�l+;$'rnYii tiw-._ ,�...A;7 ii iii i�iN) ;.ail l�1i�i� 11114pilEk��,�''I111ill�i Ri��' %li��. '��) ,alilNi��_-.. ��I�ii�Po�Iiili0w,011,1�i1 11 -:k 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)(1.1)(1)]. 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 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 21 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 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(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedents 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. CM4671 2.000 r I REV=i SW EX+(12-12) pennsylvania SCHEQUL.E A WARDEKOF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESEEWDECEDENT ESTATE OF: FILE NUMBER: Sterling s Funck 21 13 0924 All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller,neither being collpefied to buy or sail,both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the dead showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. None TOTAL (Also enter on Line 1,Recapitulation.) $ $0.00 2W4e95 2.000 if more space is needed,use additional sheets of paper of the same size. REV-ISM FX+(8-12) MPARTM iTOFR SCHEDULE B DEPARTMENT of REVENUE INHERMANCE TAX RETURN STOCKS& BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER Sterling S. rack 21 13 0924 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. None TOTAL (Also enter on Line 2,Recapitulation) $ $0.00 2w469e 2.000 if more space is needed,insert additional sheets of the same size REV•16&EX+(9.12) SCHEDULE C pennsylvania CLOSELY-HELD CORPORATION, DEPAWWWrOF REVENUE INHERITANCE TAX RETURN PARTNERSHIP OR RESIDENT oECEDENT SOLE-PROPRIETORSHIP ESTATE OF FILE NUMBER Sterling S. Funck 2113 0924 Schedule C-1 or C-2(including all supporting information)must be attached for each closely-held corporation/partnership interest of the decadent, other than a sole-proprietorship.See instructions for the supporting information to be submitted for sole-proprietorships. ITEM NUMBER VALUE AT DATE LIMBER DESCRIPTION OF DEATH 1• None TOTAL(Also enter on line 3,Recapitulation) $ $0.00 2W4697 2.000 (If more space is needed,insert additional sheets of the same size) REV-W7 EX+(698) SCHEDULE D COMMONWEALTH OF PENNSYLVANIA MORTGAGES&NOTES INWRITANCE TAX RETURN RESIDENT DECEDENT RECEIVABLE ESTATE OF FILE NUMBER Sterlina S. Funck 2113 0924 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH None TOTAL(Also enter on line 4,Recapitulation) $ $0.00 3W48AC 1.000 (if more space is needed,insert additional shesta of same size) REV-)WS EX-(0&12) Pennsylvania SCHEDULE E MPARTMENTOF REVENUE CASH, BANK DEPOSITS&MISC. CENT RN PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Sterlina S. Funck 2113 0924 Include the proceeds of litigation and the date the proceeds wens received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Checking account held at PNC Bank, account number 5140306952, registered in the name of Sterling S. Funck $14,507.77 Interest accrued to 7/31/2013 $0.06 2 Highmark Blue Shield - Refund of unused health insurance premium $424.90 TOTAL(Also enter on line 5,Recapitulation) $ $14,932.73 2w4eAD 2.000 if more space is needed,use additional sheets of paper of the same size. FtEV-1508 IX+(01-10) pennsylvania SCHEDULE F DEPARTMENT OF REVENUE INHERITANCE TAX RETURN JOINTLY-OWNED PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Sterling S. Funck 2113 0924 Man asset became johrtly owned within one year of the decedenrs data of death,R must be reported on Schedule GL SLRVIVING"WTMANr(S)NAME(S) ADDFiESS RE ATIOP61-PTOOEC®B4f JOINTLY OWNED PROPERTY: Iren NETTER DATE D M OF PROPERTY 96 OF DATE OF DEATH FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK AOCOUNT NUMBER OR SIMLAR DATE OF DEATH DECEDBIT'S VALUE OF NUM NR TENANT ,jDINr IDENTIFYING NUMBER.ATTACH DEED FCR JOINTLY HELD REAL ESTATE. VALLE OF ASSET INiSi85T FMS MEREST None TOTAL (Also enter on Line 6,Recapitulation) $ $0.00 9WI6AE 2.000 If more space is needed,use additional sheets of paper of the same size. REV-1810 EX+(08en-09) pnsylvania SCHEDULE G MPARTWW OF REVENUE INTER-VIVOS TRANSFERS AND MEWMM TAX RETURN MISC.NON-PROBATE PROPERTY RESIDENT DECr:CFW ESTATE OF FILE NUMBER Sterling S. Franck 21 13 0924 This schedule must be completed and filed If the answer to any of questions I through 4 on page three of the REV-1500 is yes. DESCRIPTION OF PROPERTY ITEM ecuvE Tw wA*OF TFE TRANSFEREE.THEIR RELA-nowHp To oEcEDEw Aw DATE OF DEATH %OF DECEYS EXCLUSION TAXABLE NUMBER TIE DATE OF TRNWER ATTACH A COPY OF THE DEED FOR REAL ESTATE, VALUE OF ASSET INTEREST OF APPUCAME) VALUE None TOTAL(Also enter on line 7,Recapitulation)$ $0.00 If more space is needed,use additional sheets of paper of the same size, 9W4SAF 2,000 REV-1511 EX+(1ppp) SCHEDULE H Pennsylvania DEPARTMENT OF REVENUE FUNERAL EXPENSES AND NHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Sterling nq a_ F„nck 2113 0924 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Sullivan Funeral Home - Funeral service $8,708.00 Total from continuation schedules . . . . . . . . . $1,706.31 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representatives) Street Address City State ZIP Year(s)Commission Paid: 2. Attorney Fees: $1,250.00 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: $208.50 5. Accountant Fees: 6. Tax Return Preparer Fees: 7. 1 The Sentinel - Proof of publication $83.34 2 Cumberland Law Journal - Proof of publication $75.00 Total from continuation schedules . . . . . . . . . $50.00 TOTAL Also enter on Line 9,Recapitulation) $ $12,081.15 9W48AG 2.000 If more space is needed, use additional sheets of paper of the same size. Estate of: Sterling S. Funck 21 13 0924 Schedule H Part 1 (Page 2) Item No. Description Amount 2 St. Paul's Evangelical Lutheran Church - Burial expense $810.00 3 United Methodist Women - Funeral luncheon $127.67 4 Steven Funck - Reimbursement of out-of-pocket payment of cost of funeral flowers $163.77 5 Gingrich Memorial - Headstone inscription $165.00 6 St. Paul's Evangelical Lutheran Church - Obituary notice $439.87 Total (Carry forward to main schedule) $1,706.31 Notate of; Sterling S. Funck 21 13 0924 Schedule H Part 7 (Page 2) 3 Hartman Underhill & Brubaker, LLC - Administrative costs $50.00 Total (Carry forward to main schedule) $50.00 REV-W2 EX+(12.12) SCHEDULE I Pennsylvania MPARTMENTOF REVENUE DEBTS OF DECEDENT, t#4MTANCE TAX RETURN MORTGAGE LIABILITIES&LIENS RESUBIT DEt EDEW ESTATE OF FILE NUMBER Sterling S. Funck 2113 0924 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. I7EM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Heartland Pharmacy of Pennsylvania - Balance due on pharmacy account $37.62 2 Alert Pharmacy Services, Inc. - Balance due on pharmacy account $46.68 TOTAL(Also enter on Line 10,Recapitulation) $ $84.30 2w48AM 2.000 If more space is needed, insert additional sheets of the same size. REV;,1513EX+[t„_,a) SCHEDULE J pennsylvania 0EPAff3*W0F RE5IENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENTDECEDENT ESTATE OF: FILE NUMBER: Sterlinc S. Funk 21130924 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustes(s) OF ESTATE 1 TAXABLE DISTRIBUTIONS[include outright spousal distributions and transfers under Sec.9116(a)(1.2).] ,. Mary P. Funck 5770 Pine Street Bast Petersburg, PA 17520 Beneficiary of one-half share of residuary estate. Son $1,383.64 2 Steven Funck 170 Winding Hill Drive Btters, PA 17319 Beneficiary of one-half share of residuary estate. Son $1,383.64 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REVA 500 COVER SHEET,AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: t. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART it-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $0.00 OW46AI 2.000 If more space is needed,use additional sheets of paper of the same size. Estate of Sterling S. Funck Estate Number: 2113-0924 Social Security Number: Date of Death: July 31, 2013 Pennsylvania Inheritance Tax Return (REV-1500) INDEX OF EXHIBITS EXHIBIT SCHEDULE OF RETURN DESCRIPTION A Copy of Last Will and Testament dated March 17, 1972 B E Date-of-death valuation of account held at PNC Bank (00705174.1) LAST WILL AND TESTAMENT OF STERLING S. FUNCK I. STERLING S. FUNCK, of the Township of East Pennsboro, County of Cumberland, and State of Pennsylvania, being of sound mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revok- ing and making void any former Wills or testamentary dispo- sitions heretofore made. I. I I devise and bequeath all of my estate of every nature and wherever situate to my wife, LUELLA J. FUNCK, providing she shall survive me by thirty days. II. Should my wife, Luella J. Funck, predecease me or die on or before the thirtieth day following my death, I devise and bequeath all of my estate of every nature and wherever situate to my issue per stirpes living on the thirty- first day following my death. III. I appoint CUMBERLAND COUNTY NATIONAL BANK AND TRUST COMPANY, of New Cumberland, Pennsylvania, guardian of any property which passes either under this will or otherwise to • minor and with respect to which I am authorized to appoint • guardian and have not otherwise specifically done so, provided that this appointment of a guardian shall not super- Page 1 of 3 pages sede the right of any fiduciary in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education (including college education, both grad- uate and undergraduate) without regard to his or her parent's ability to provide for such support and education, or to make payment for these purposes, without further responsibility, to the minor or to the minor's parent or to any person taking care of the minor. IV. I appoint my wife, LUELLA J. FUNCK, Executrix of this my last will. Should my wife, Luella J. Funck, fail to qualify or cease to act as Executrix, I appoint CUMBERLAND COUNTY NATIONAL BANK AND TRUST COMPANY Executor of this my last will. V. I direct that my Executrix or Guardian or their suc- cessors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of , 1972. -✓ (SEAL) Stec ng S. Funck SIGNED, SEALED, PUBLISHED and DECLARED BY THE Page 2 of 3 pages Testator, above named, as and for his Last Will and Testament, _ .' and in the presence of us, who in his presence, at his request and in the presence of each other, have hereunto set our names as witnesses. %/ Witness Address itness A3Tress Page 3 of 3 pages Sep, 5. 2013 8 54A PNC Bank No. 2064 P, 2/2 W. C September 5,2013 Hartman Underhill Brubaker Attorneys At Law Attrn Amy 221 E Chestnut St Lancaster PA 17602 RE: Sterling S Finch SSN: 195-16-3311 DOD: 07/31/2013 Dear Sir/Madam: In response to your request for Date of Death(DOD)balances for the customer noted above, our records show the following:, Checking Account Account# 5140306952 Established: 05/08/1986 STERLING S FUNCK DOD balance: $ 14,507.77+0.06 accrued interest Please note that this office provides date of death balances for deposit accounts(IRAs,CDs,Checlong and Savings). We do not process any financial transactions or provide statements. If you need assistance with any of these itarn.s,please call 1-888-PNC-BANK(1-888-762-2265)or stop by your local PNC Bank branch office. Sincerely, National Financial Services Center PNC Bank,N.A. Member FDIC This message is intended for the use of the individual or entity to which it is addressed and may contain confidential information that is privileged, confidential and exempt from disclosure under applicable law. Yf the reader of this message is not the intended recipient or the employee or agent responsible for delivering this message to the intended recipient,you are hereby notified that any dissemination, distribution or copying of this communications is strictly.prohibited ITf you have received this communication in error,please notify me immediately by reply or by telephone at 800 762-1775 and immediately destroy this faxed document Page 1 of 1