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Home My WebLink About12-26-13 � 1505610143 REV-1500 Ex`°2.,,, � OFFICIAL USE ONLY PA Department of Revenue pennsylvania County Code Year File Number Bureau of Individual Taxes DEPARTMENTOFREVENUE Po Box.zsoso� INHERITANCE TAX RETURN 21 13 1170 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 208 16 1758 10 12 2013 02 23 1927 DecedenYs Last Name Suffix DecedenYs First Name MI MARTON JOHN (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI MARTON MARCELLA E 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 � 2. Supplemental Return � 3. Remainder Return(Date of Death Priorto 12-13-82) � 4. Limited Estate � 4a. Future Interest Compromise � 5. Federal Estate Tax Retum Required (date of death after 12-12-82) � g Decedent Died Testate � � (At acheCoMai�nf T�ust)a Living Trust O_ 8. TOtel NUmbe�Of SBfe D2pOSit BOxeS (Attach Copy of Wilq PY �� 9. Litigation Proceeds Received � 10. Spousai PovenV Credi��(oate of Deach � ��,Election to tax under Sec.9113(A) � between 12-31-J1 and -1-95) (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephorl�Number� EDMUND G MYERS (ct-1,�Z,) 7 6`3'' 4��4�, ,„„ �—� c�> ,� �,_ ± - R�,f.�l�-'fi��-�F V�L}.S IJS��],f�ILY a'� r..- ,.__. �'�' G 3 � z'_^r First Line of Address � �', ,,,°, c;='3 ° � —r� __, ---t 301 MARKET STREET ' =-� -�`j - ' . : ..> Second Line of Address = � � 'R � ��'� r._.. PO BOX 10 9 ' -; �``� � rJ t� DATE FILED City or Post Office State ZIP Code LEMOYNE PA 17043 CorrespondenYs e-mail address: egm(a�jdsw.com 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. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN D TE �' Marcella E Marton /:�2,3 �/3 Y ADDRESS 27 Johns Drive Enola PA 17025 SIG U�PAR�R OTHE��REPRESENTATIVE DATE �C/ Edmund G. Myers /Z�23��1 , ADDRESS 301 MARKET STREET, Lemoyne, PA Side 1 � 150561D143 1505610143 J �; � 1505610243 REV-1500 EX DecedenYs Social Security Number oaoaden�'sName: MARTON� JOh11 208 16 1758 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&Notes Receivable(Schedule D)........................................................ 4. 5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 1 , �83 . 22 6. Jointly Owned Property(Schedule F) L� Separate Billing Requested............ 6. 7. Inter-Vivos Transfers&Miscellaneous I�nq Probate Property (Schedule G) U Separate Billing Requested............ 7. g. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 1 , 083 . 22 --------- 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 60 8 . 5� 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10. 11. Total Deductions(total Lines 9 and 10)................................................................ ��, 6 O 8 . 'Jr 0 12. Net Value of Estate(Line 8 minus Line 11).......................................................... �2. 4 7 4 . 7 2 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J)............................................... 13. 14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... 14. 4 7 4 . 7 2 TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousa�tax rate,or transfers under Sec.9116 4 7 4 . 7 2 15. O . O O (a)(1.2)X .00 16. Amount of Line 14 taxable 0 . 0 0 16. 0 . 0 0 at lineal rate X .045 17. Amount of Line 14 taxable 0 . 0 0 17. 0 . 0 0 at sibling rate X .12 18. Amount of Line 14 taxable 0 . �0 18. 0 . 0 0 at collateral rate X.15 19. TAX DUE...................................................................................... � . �0 .................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑ Side 2 � 1505610243 1505610243 � REV-1500 EX Page 3 File Number 21-13-1170 Decedent's Complete Address: DECEDENT'S NAME MARTON,John _ ____ STREET ADDRESS CITY STATE ZIP PA Tax Payments and Credits: 1. Tax Due(Page 2, Line 19) (1) 0.00 2. Credits/Payments A. Prior Payments B. Discount 0.00 Total Credits(A +g) (2) 0.00 3. Interest �3� q. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2,Line 20 to request a refund 5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) �.�� 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. retain the right to designate who shall use the property transferred or its income:.................................. ❑f l �J c. retain a reversionary interest:or............................................................................................................... I�I �J d. receive the promise for life of either payments,benefits or care?............................................................ ❑ ❑X 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?....... ❑ 0 4. Did decedent own an individual retirement account, annuity,or other non-probate property which CJ ❑ contains a beneficiary designation?.................................................................................................................. X 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)(1.1)(i)]. For dates of death on or after January 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 decedenYs 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 decedenYs siblings is 12 percent(i2 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-1508 EX+(11-70) SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OFREVENUE p E RS O NA L P RO P E RTY INHERITANCE T/V(RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER MARTON,John 21-13-1170 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-ownad with the right of survivorship must be disclosad on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Capital Blue-ReimbursementlRefund of Premium 437.70 2 CNA Insurance-ReimbursementlRefund of Premium 235.52 3 CNA Insurance-Reimbursement/Refund of Long Term Care Insurance 410.00 TOTAL(Also enter on Line 5, Recapitulation) 1,083.22 (If more space is needed,additional pages of the same size) Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule E(Rev. 11-10) REV-1511 EX+�10-09) gC H E D U L E H pennsylvania DEPARTMENT OFREVENUE F U N E RA L EXP E N S ES A N D INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER MARTON,John 21-13-1170 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT N M ER q, FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zio Year(s)Commission Paid 2. Attorney's Fees JOHNSON DUFFIE 275.00 3. Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation) Claimant Street Address City State Zio Relationshi�of Claimant to Decedent 4. Probate Fees 110.00 5. AccountanYs Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 223.50 See continuation schedule(s) attached TOTAL(Also enter on line 9, Recapitulation) 608.50 Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 10-09) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER MARTON,John 21-13-1170 ITEM NUMBER DESCRIPTION AMOUNT Other Administrative Costs 1 The Cumberland Law Journal -Notice of Estate Administration 75.00 2 The Patriot News -Notice of Estate Administration 148.50 H-B7 223.50 Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98) REV-1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCETAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER MARTON,John 21-13-1170 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (Words) ($$$) I� TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec.9116 a 1.2 Marcella E Marton Spouse Entire Estate 27 Johns Drive Enola, PA 17025 Total Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 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 TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev. 01-10) ESTA TE OF JOHN MAR TON SCHED ULE OF EXHIBITS EXHIBIT A Last Will and Testament for John Marton signed and dated January 28, 2003 :597982 LAST WILL AND T�STAMENT OF JOHN MARTON I, John Ma.rton, of 2507 Harrison Street, McKeesport, PA � 151�2, •revoke my former [�7i11G an�3 Codicils and d°cla?-e this te • be my Last Will and Testament. . ARTICLE T PAYNdENT OF DEBTS AND EXPENSES I direct that my just debts, funeral expenses, and exp�nses � of last illness be paid as provided under the "John Marton and . Marcella E. Marton Living Trust dated January 28, 20G3" . ARTICLE �.I DISPOSITION OF �ROPERTY A11 of the property �hat I own� at my death, or which shall become payable to my estate or my personal representatives, and . any property that I have the power to dispose �f under my Will shall be distributed to the� Trustee af ttie "John Marton and � ' Marcella E. Marton Livinc� Trust dated January 2�, 20G3" to be a�ministered and distributed as pLOVided under that Trust.. : ARTICLE rzz NOMINATION OF EXECUTOR I nominate Marcella E. Marton, of 250? Harrison Street, McKeesport, PA 15132, as the Executor, without bond. If such � person or entity does not serve for any ieason, I nominate .Betsy �� M. �a rick currently of Enola, ,Pennsylvania to be the Execu.tor, v� without bond. In the event. Betsy M.. Barrick is unable ar unwilling to act hereunder, then in that event I appoint John W. ' Marton currently of Newport News, Virginia to be the Executar hereunder. ��; \ � C�ic,N�r��"!� �'.�, 1 Last Will and Testament dated January 28, 2003 John Marton, Testator Initials ExH�sIT A I, - -- - - _ _. . . I - - - - . - -- ARTICLE IV EXECUTOR POWERS My Executor, in addition to other powers and authority granted by law or necessary or appropriate for proper adminis- tration, shall have the right and power to lease, sell, mort- � gage, or otherwise encumber ariy real or personal property that • may be included in my estate, witho�::t order of court and without notice to anyone. IN WITNESS WHEREOF, I have subscribed my name below, on January 28, 2003 with the intent of beirig legally bound hereby. � Joh �Marton We, the undersigned, hereby certify that the above instru- ment was signed in our sight and presence by John Marton (the "Testator") , who declared this instrument to be his/her Last Will and Testament and we, at the Testator ' s request and in the Testator ' s sight and presence, and in trie sight and presence of each other, do here�y subscribe our names and address�s as wi,tnesses on the date shown above. Witness Signature: i Witness Name: Jo A. D'Onofri Witness Address : Pittsburgh, PA Witness Signature: � Witness Name: Mark A. Battaline Witness Address : Pittsburgh, PA Last Will and Testament dated January 28, 2003 John Marton, Testator 2 Initials . AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF A�LEGHENY Before me, the undersigned, on this day personally appeare� John Marton ard the two below-named individ- uals, known to me to be the Testator and the witnesses, respectively, whose names are signed to the foregoing instru- ment. A11 of these persons were first duly sworn by me. John Marton, the Testator, decl.ared to me and to the w�tnesses, .in my presence, that the foregoing instrument is the Testator' s Will and that the Testator willingly signed and executed such instrument (or expressly directed another perscn to sign th.e instrument for the Testator in the Testator ' s presence) in the presence of the witnesses, as the Testator ' s free and voluntary act for the purposes expressed in the instrument. Each of the witness�s declared in the presence and hearing of the Testator that the foregoing instrument was executed and acknowledged by the Testato_r as the mestator ' s Will in their presence and that . they, in the Testator ' s presence, hearing and sight and at the. Testator ' s request, and in the presence of e�ch other, did subscribe their names to the instrument as attesting witn.esses on the date of the instrument . The Testator, at the time �f the execution of such instrumerit; was of full age, of sound mind; anc� the witnesses �aere sixt�en years of age or older an�i otherwise competent to be witnesses. 1:r C22 Joh Marton, Testator Joh A D On r .,_, Pittsburgh, PA > � Mark . Batt.aline, Pittsburgh, PA. Subscribed, sworn to and acknowledged before me by ,Tohn Marton, the Testator; an� subscribed and sworn before me by the above-named individuals, as witnesses, January 28, 2003 . ` ' i' `° �Q--<--�,'�-� � � �"v�,,�..,. Not blic Marion Fte schmanSNotary Public �Penn HiUs 7►Mp.,Alfeghsny County y Commission Expares May 16,2005 Last w�11 and Testament Member,PennsyivartiaAsso�ya#�o�ofNotaries dated January 28, 2003 John Marton, Testator 3 Initials -� O �...�„� O � �; m � � '�`' � c"a ..-• n O n � � � m � �? � � � C7 �+"� q � C� m —cni � d° `"� c�'�'-� C!� �� O � m � y t"r1 � C'� .� �y m � � � ' 1 , ^� � y r^ N '� �� O � � i"� � � Q7 ; � � = o � � °c o � },...� " � t} � -r, �+ °*� � � � c r 4.�r� '� 'C� '=3 ,r .� O � Z � L j l f � � � W j.� � � � " �' h,� ' e�1 C � T �� „ �a f ' mo m � � ,;r,� � � _ '"+ C" •� o O `J t% ' � C � � O � m �.� o � o � � ��, `° "� o "' � � � � � � s■ �. � ''�" � �� , ��. ws■ ;�.�: � �:�� « � .,� r,�� --- _. ::l 4") ..;I Iti <.J � xa �� c;! c.n �r.iiati�R. D�,Frie B.�rair B. Gr�aial.r.i� Riciiaanw. S�rF��ni��r Av�riion�T. Lu��ino B[��h�n G. M�'I:HS �. � ��' O F F i c G S C:��;��,v� B.ti�IcCt..A�v D��o W rn�LucH � ��i��.�.I.L��cv ]Oil� A.S'f 11LER �� l fl'SSI:S 5 �,1 II.SUI�� )�i��t��.v B. Ri�:i�r�c �i_�.i:�.1 �7oxi:isov ti-,��,K� r��,.�E UFFIE �1-,,,��}�� ;,�� OHN R.N11�OSKl' NIICHAEL]. CASSIDti' OF COUNSEL MELISS�P.GRF,GV�' HOIt:10E:A. �OFIUSI)\ 41�'AllE D.MANLE}, C. ROl'\�'EtL)tiliR.JIC. ;_�;" ..� G � c.' � � �1 . € � -,,� �._ ,:c's y;��. . :. G"� —L: � "~. _.�� C�'i _g: t:"7 , ,� r December 23, 2013 =� ~L ��` �� . �� .�: �."t c�'; ��, �.m; ,.,. �� ._ , „ , �:, Register of Wills Office � ' r =, : �.. � -`° -'' Cumberland County Courthouse ' ' " �+ . � One Courthouse Square ° ' . `�' ' -- "�' ��:� �� ,��' y� Carlisle, PA 17013 RE: Estate of John Marton Date of Death: October 12, 2013 Your File No. 21-13-1170 Our File No. 13848-3 Dear Register: Enclosed for filing, please find the following: 1. 2 Original Pennsylvania lnheritance Tax Returns. There is no tax due. This is a spousal estate. 2. One copy of Page 1 of the Inheritance Tax Return that we ask that you time-stamp and return to us. 3. Inventory. 4. One copy of the Inventory that we ask that you time-stamp and return to us. Thank you for your assistance in this matter. Should you have any questions, please contact the undersigned Very truly yours, JOHNSON, DUFFIE, STEWART &WEIDNER �lJ� Dana Wieseman Estate Administration Paralegal Enc. c: Marcella Marton, Executrix :598193 301 NIARKET S"I�REF"C P.O.BOX 109 I,GR70YNE, PEVNSYL�`ANIA 17043-0109 WWW.JDSW.CONI 717.761.4540 FAX: 71%.761301� N1AIL@JDS�'�'.COI��I JOHNSON, DUFFIE, STEWART & WEIDNER, P.C.