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Home My WebLink About08-12-14 �� 1505610149 -J REV-1500 Ex(o2-ii)�e�� OFFICIALUSEONLY PA Department of Revenue �`��"��`"`�""� Countv Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box zsosoi 21 14 �0 5 6 Harrisburg PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 11 20 2013 09 21 1929 DecedenYs Last Name Suffix DecedenYs First Name MI Garrett Robert L (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 REGfSTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � 1.Original Return O 2. Supplemental Return O 3. Remainder Return(Date of Death Priorto 12-13-82) O 4.Limited Estate � 4a. Future Interest Compromise(date of O 5. Federal Estate Tax Return Required death after 12-12-82) � 6.Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Wili) (Attach Copy of Trust.) Q 9.Litigation Proceeds Received Q 10. Spousal Poverty Credit(Date of Death Q 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT—THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number John A . Feichtel , Esquire 7],7 612n5803 :'-`a �� c =' -1%�-� REGISTE EiWILLS US NLY ,_ r-� � - -- �� . G� �_ r,i �'J ... r._� First Line of Address .�'C%•�;� ��: .�J�--�_ -. Saidis , Sullivan & Rogers c-�c,. � �k :Jc- :_ Second Line of Address �+ � C �� D O `� --�r-� 635 North 12th Street , Suite 400 ..,� DATE FILED City or Post Office State ZIP Code Lemoyne PA 17043 CorrespondenYs e-mai�aadress: jfeichtel@ssr-attorneys.com Under penalties'bf perjury,I declare that I have examined this retum,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,corre and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNAT OF PER�ON RESPONSI E FOR FIL RETURN TE Q..�;;t,t� %. .l;c��/,�,� �/ � �� ADDRESS 3505 Raintree Lane Mechanic , A 7050 SIG E OF P E O R RESENT TI E DATE • • 08 ADDRE 635 Nort 12t reet Lemoyne, PA 17043 PLEASE USE ORIGINAL FORM ONLY Side 1 � 150561,01,49 150561,01,49 � � 1505610249 REV-1500 EX(FI) DecedenYs Social Security Number DecedenYs Name: Robert L Garrett 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. Mort a es and Notes Receivable Schedule D 4, � - �� 9 9 � ) . . . . . . . . . . . .. . . .... .. .... 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E) . . . . . . 5. 3 ,0 71 • 5 5 6. Jointly Owned Property(Schedule F) � Separate Billing Requested . . . . 6. � • �� 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property O • 0� (Schedule G) O Separate Billing Requested .... 7. 8. Total Gross Assets total Lines 1 throu h 7 g. 3'�71 • 5 5 � 9 ) . . . . . .. . . . . . . . . .. . . ....... . 9. Funeral Ex enses and Administrative Costs Schedule H g. 3 ,2 9 6 - 17 P � ) ... ... . . . . . . . . . . . 10. Debts of Decedent, Mort a e Liabilities and Liens Schedule I 10. � • �� 9 9 � ) . . . . . . . . . . . . . . 11. Total Deductions(total Lines 9 and 10) . . ... . . . . . . . . . . . . ... . . . . . . .. . . 11. 3,2 9 6 • 17 12. Net Value of Estate(Line 8 minus Line 11) 12. � • �� . . . . . . . . . . . . . . .... . ..... ... . 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) . . . . . . . . ..... ......... . 13. � • �� 14. Net Value Sub'ect to Tax Line 12 minus Line 13 14. � • �� 1 � ) .. . . .. .. . . . .. . ..... . . . TAX CALCULATION-SEE INSTRUCTIONS 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 � • �� 15. � • 0 0 16. Amount of Line 14 taxable � . �0 16 O • 0� at lineal rate X.0 45 17. Amount of Line 14 taxable at sibling rate X.12 0 • �� 7• � • �� 18. Amount of Line 14 taxable at collateral rate X.15 � • �� g• � • �� 19. TAX DUE �g, � • �� ••• . . . . ...... . . . . . . . .. . . . . . . . ... .... . . . . . . . . . . .. . . . . 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0 Side 2 � 1505610249 1505610249 � REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: 21 14 0056 DECEDENT'S NAME Robert L. Garrett STREET ADDRESS 3505 Raintree Lane CITY STATE ZIP Mechanicsburg PA 17050 Tax Payments and Credits: 1. Ta�c Due(Page 2,Line 19) (1) 0.00 2. Credits/Payments A.Prior Payments 0.00 B.Discount 0.00 Total Credits(A+B) (2) 0.00 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 oval on Page 2,Line 20 to request a refund. (4) 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0.00 Make check payable to: REGISTER OF WILLS, AGENT. ; � . �� : ��,,, �.�.o = �� ...�.. . '��: .._...�.a__ � w�,��_ �� . ,r„. .. �:. :,...,. ..,� ... _ ��.�.��. 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 . . . . . . . ❑ �X c. retain a reversionary interest. . . . . . . .. . . . . . . .... . ........ . . . . . ... . .. . . . . . . . . . . ❑ ❑X d. receive the promise for life of either payments, benefits or care? . . ..... . . . . . . . . . .... ❑ 0 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 acwunt 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. � �a��., � �� .... � ;� �� a�:.� �. .a��. ,�.. �.... „�., �..��....�. `: �.��t � 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 Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the suroiving 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 retum are still applicable even'rf the suroiving 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[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-1508 EX+ (08-12) w . pennsylvania SCHEDULE E ; QEPARTMENTOFREVENUE CASH, BANK DEPOSITS & MISC. INHERITANCETAXRETURN pERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Robert L. Garrett 21 14 0056 Include the proceeds of litigation and the date the proceeds were received by the estate. All properly jointly owned with right of survivorship must be disdosed on Schedule F. ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 Metro Bank Checking Account 0552038937 2,100.58 Per 2/25/14 letter 2 Woodworking Tools 571.00 3 Coins 51.50 4 Highmark Premium Reimbursement 348.47 TOTAL (Also enter on Line 5, Recapitulation) 3,071.55 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (08-13) �k�.�: pennsylvania S C H E D U L E H � ' OEPARTNENT DF REVENUE FUNERAL EXPENSES AND ESID NTDEC DENTTURN pDMINSTRATIVE COSTS ESTATE OF FILE NUMBER Robert L. Garrett 21 14 0056 DecedenYs debts must be reported on Sd�edule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERALEXPENSES: 1 Buse Funeral Home 1,878.37 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State ZIP Year(s) Commission Paid: 2. Attorney Fees: 1,000.00 3. Family Exemption: (If decedent's address is not the same as claimanYs, attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 108.50 5. Accountant Fees: 6. Tax Return Preparer Fees: 7 Cumberland Law Journal, legal advertising 75.00 8 The Sentinel, legal advertising 169.30 9 Saidis, Sullivan & Rogers, reserve for additional out of pocket expenses 50.00 10 Clerk of Orphans Court, filing fee for renunciation 5.00 11 Register of Wills, additional probate fee 10.00 TOTAL (Also enter on Line 9, Recapitulation) 3,296.17 If more space is needed, use additional sheets of paper of the same size. �_. �, _ :.� �.��-�:� ,��.� � ��rLOfLUl'-F l�:w� fll-ylb-4bbb DEPOSIT SERVICES PAGE 02l02 � ETRC B�� Ha�rrisburg, Pqt 1 j�1� m88�937.0004 Ymetrobank,com 2/25114 John A. Feichtef Law �ffices oh Saidis, 5ullivan 8 Rogers 635 Narth 12 St_, Ste 400 Lemoyne, PA 17Q43 RE: Estate of; Robert L. Garrett Tax identification Number: 2Q2_20_5145 Date of Death; IVovember 20, 2013 To Whom It May Concern: This letter is in reference to decedent account information yau requested fvr the individuaf fisted above. We are able to provide the following: Account Type: CK Account Number. 552038937 Date �pened: D9/14/1999 Primary Owner: Mildred M. Garrett ( Date of Deafih 12/9/12p05) Secondary Owner. Robert L, Garrett Accrued interest: **$0.00 Date of Oeath Balance: $2,100_58 "*Please note: The accrued interest will not be paid if the account is closed prior to the date the interest is scheduled to post. Please feel free to contact us at 1-888_g37-0004 if we may be of further assistanc�. Sincerely, � Jennifer Jacobs Research Associate Metro Bank � r y� �' �„ �� ` st 4 �� e �'�� k, �� " a ; ,�- � ;Y �3 u �4 a;ti��w,+w�.s�"..y.'+�' a...�:,,Gi. ' i ' � m ,x'� .1� r�' � � act "' '" {= t �� .,�,�.t�s""k�.�,"kk.,�� f �`-y� • • � : k, �a+y-v„s "' t� t' ..+sa '�� ..�r�'f� '�"� -,:�' i a �g 1'`� �+ ,�,'�a 3?� �'�,na �§ my t l t� . I� :. S�r�� '� .r � �'�,,�.",,�r.�r�fi k,a�1� a � � - x �`�Y�,�^��,'+��P��,�.�� '^ v �� t r�^ o '� ��'T�r� r�`�� , tx `a�,i,��'�^��n+�,��C�,� p,�g� x'� � "' t Es+*rx��ar��r�" �ra�p, " f t d `�.M"'� * "�. 'k ._.F'��s� .. . ��.��v�`�t $ .�.a r��a^`a �.r'� {, �x �,'�`�� ;µ ,��. r�L' fi� �h� t�;, i � . *� . k � :� �. g� y �'"�.. �..�'�� xr`�v5h.+?"-r^,� *y � �'"�,,. � "tu'e �g�' ° i ;,ut�„�' e ,� .f n'�` �d«r. � r E s ��d�� .. �' "`'��,��n �� 1 a�;��- �;. ,� 'sg r� � ��,� r� �,r'� r t ��""��"��fi'� c�-t .��,�u:'�°ei.,..�.�,a._. �.._�_..,__. . .,.�.,�,.......�_........�.u.,,.,�.c...�_.,�.s,d, e..__� _.._.__..__..�....._ . .�...e.�_��.� �v,t i s.�rt�:��-''� t�<. "'.�`�..y. �ia �,;�,. pt's,P. � : ��`,';? LAST WILL AND TESTAI�fENT � }: �,,." OF �:;-,�- ��`� ROBERT L. GARRETT ��" c;;n=. $�,' I, ROBERT L. GARRETT, now of Hummelstown, Dauphin County, ��, �.':; Pennsylvania, do declare this to be my Last Will and Testament �� and revoke all prior Wills and Codicils made by me. �y� �`::�, ITEP�I I. I direct that all of my just debts and funeral ��,} �� expenses, including my gravemarker, if any, shall be paid from my �_:,,� *,,:, � �„ r residuary estate as soon as practicable after my decease, as a ��-'� � � �,,�.% part of the administrative expenses of my estate. � �, �:.; ITEM II. I give and devise all of my estate of every ��. ��.{ nature and wherever situate unto my wife, MILDRED M. GARRETT, �"�; ��; providing she survives me by thirty (30) days. ! ITEM III. Should my wife, MILDRED M. GARRETT, pre- ,�;. �`' � decease me or die on or before the thirtieth day following my �� '�+ death, I give and devise all of my estate of every nature and ��'° wherever situate in equal shares to my daughters, KATHLEEN LOUISE � s;��;t GARRETT and KAREN LEA QUINO, or their issue, per stirpes. ��" ITEM IV. I appoint my wife, NiILDRED M. GARRETT, as � Executrix of this my Last Will and Testament. Should she fail �� "''' to qualify or cease to act as such, I appoint my daughters, �,`�; �,�'` KATHLEEN LOUISE GARRETT and KAREN LEA QUINO, as Co-Executrices of � #� this my Last Will and Testament. No bond shall be required by my a: � . Personal Representatives in any jurisdiction. �� ITEM V. In addition to the powers given to my Executrix � ��` and Co-Executrices by operation of law, the following powers are u;�,. herein given to them to be exercised by them at their sole discretion: A. To retain property received by them and to invest i� in all forms of property without restriction to investments; ,- � iF (: � 7 . .�.��.�,�.-� .�.�,�.�,� ��,� �.�,�,�..,.. w,.�:�,,.� . ��.��,,,,,�_.��: . .' ,� ,,,n ��, B. To operate any business, corporation, partnership, ,�.,_ �.;. �� or enter into any recapitalization, merger, reorganization or �r;: »$:y, voting trust plan and to delegate authority with respect thereto ��'' and to deposit investments under agreements and pay assessments r � and to exercise all rights of an investor; C. To hold investments in the name of a nominee or to compromise controversies with respect to any assets held by them; D. To exchange or sell for cash, property or credit, �' publicly or privately, or to lease for any term without liability �u�:. to see to the application of the consideration and to give options for such purposes without obligation to repudiate them in the ��;r�� favor of a higher offer and to mortgage any assets held by them; E. To make distributions in cash or kind or partly in each at the valuations fixed by each and the right to borrow money, including the right to borrow fror.i themselves as Executrix and `� Co-Executrices; and �� F. To exercise and dispose of warrants and to loan to �. and buy property from my estate. �� IN WTTNESS WHEREOF, I have hereunto set my hand this �., �, �_ day of 81• , �� ,'' /_ ��"'-' � Robert L. Garrett �y � �' The preCeding instrument consisting of this and one other typewritten page, identified by the signature of the testator, was on the day and date thereo£ signed, published and declared by ROBERT L. GARRETT, the testator therein named, as and for his Last Will in the presence of us who at his request, in his presence and in the prese ce o each other have subscribed our names as witnesses hereto ° � � �.� , .,.�� .�� - � „ � � �� ,��U.� �' �GL�2�yyl��Gt;L��-'LCC.��,-v� ��`� �� 1d'�/�� — , � - 2 - .��, . , .,.�.� � �- : ,�� ,.�.,w„�.m� � ��' R . , • • ��- �'�.:.�;."_r'. . �,�', . .,. .,.............ve .�...�..�:..:...,__W._�.:.,._—.ti..._._.�......_..a.............�.....,_...._...._..m....... .._.v._.:.:...._..,�,�-w..,...�....+..,.�:�._. ,..�.......�.._._ ��..,.�...« .�.-..e..^.�..s.w-..r�w...,-.�m 3� e�' ��._ ACKNOWLEDGMENT �"�,� �4�=' COi�IA10NWEALTH OF PENNSYLVANIA � SS: `"� COUP7TY OF DAUPHIN • �'' testator whose ��*"„ 2, ROBERT L. GARRETT � �� name is signed to the attached or foregoing instrument, having been ;g': duly qualified accor�ding to law, do hereby acknowledge that I signed and executed the instrument as my last Will, that I signed '�" it willingly, and that 2 signed it as my free and voluntary act �� for the purposes therein expressed. F'� ��• j. � ` X t��° Ro ert L. Garrett �k � ��' Sworn or affirmed to and acknowledged before me, by �� th day of ROBERT L. GARRETT , testat or , this �� , 19 81 ��. �T> ,�, �"�'�. • �fl�:.� t:;v. otary Public `�: My Commission Expires: . [maa C Gustin,Notary Pu6Gc MY C�"isian E�ires Au9�t t5, t983 � � Hani�ur9.PA DaWhin CaurtY� ��.��° AFF IDAV IT �`-�,�� r ' COI�II�ZONWEALTH OF PENNSYLVANIA . m.,>� S S: ��3fi COUNTY OF DAUPHIN - �� ;: . �� • (�-%��- We, � ' � , he witnesses whose n es are �� signed to the attached or foregoing instrument, being duly �° " qualified according to law, do depose and say that we were present a; and saw testat or sign and execute the instrument as his last ��+, Will; that he signed willingly and that he executed it as his free ��' and voluntar act for the purposes therein expressed; that each of � � Y �; us in the hearing and sight of the testat or signed the S9i11 as ��.� witnesses; and that to the best of our knowledge the testat or was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. � _ ' �G� C��° � � �� i �//12�f.�� .�/4 �/'.L�"ti/v[l �/�� Sworn to and subscribed before me this <�day of �-I' i'�-cL�t.l.. . 19 81 � �� (./ —'Notary Public Linda L GusGn,Notary Pubfu My Commission Expiresmy c�m�s:�on rxv�� a�mn� �s. i9aa Hutisburq.PA Dauphin CamlY Law Offices of SAIDIS, SULLIVAN & ROGERS A PROFESSIONAL CORPORATION 635 NORTH 12TH STREET,SUITE 400 LEMOYNE,PENNSYLVANIA 17043 ROBERT C.SAIDIS CARLISLE OFFICE: DANIEL L.SULLIVAN TELEPHONE:(717)612-5800-FACSIMILE:(717)612-5805 26 WEST HIGH STREET ELYSE E.ROGERS EMAIL:attorney@ssr-attorneys.com CARLISLE,PA 17013 JOHN A.FEICHTEL www.ssr-attorneys.com TELEPHONE:(717)243-6222 MARYLOU MATAS FACSIMILE: (717)243-6486 ANNA BORRO HAYS DEAN E.REYNOSA Of Cottnsel TODD F.TRUNTZ STEPHEN L.GROSE SEAN M.SHULTZ HANNAH WHITE-GIBSON REPLY TO LEMOYNE Direct Dial: (717)612-5803 Email:jfeichtel(n�ssr-attornevs.com August 12, 2014 Via Hand Delivery ' `.=; � .... � �� . � �.,;� Register of Wills m-r c -'' Cumberland County Courthouse �`''� ` � , - � '; One Courthouse Square, Room 102 �� ' ^' � ` ' �c--,. � : Carlisle, PA 17013 ��.' � ' ."!�; �r- - � R.� ' -�' N _:: t�ri Re: Estate of Robert L. Garrett � � o �� File No: 2014-00056 "' Dear Madam: Enclosed for filing with your office in the above estate are the Pennsylvania lnheritance Tax Return(in duplicate) and Inventory. Please note there is no tax due. Please time-stamp the extra copy of this letter and return it with our messenger. Thank you for your attention to this matter. Very truly yours, . .l_ y. VAN ROGERS, P.C. B� ,�r, L �._____.____ . ., _ ,;�. ,_.... J '�. � ; . �..... ........ ... . ��,/"" � , . y-'�'ohn A. F�'r�itel / JAF/krh Enclosures cc: Kathleen R. Reeves (w/o encls.)