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HomeMy WebLinkAbout02-25-15 J15�56101�1 REV���OO � � - � OFFlCIALUSEON�Y PN�epatme�tofRevenue �ennsylvanSa Hu�eau oYtn4ivi�uaLiaxes "" �w�r;y Cotle "ear Fiie Ncmbee N050xz8otim � INHERITANCETA% RETURN Harnsburq,PniynEi-o6oi RESIDENTDECEDENT �� �6 0148 ENTER�ECEDENT INFORMATION BELOW Social Sewnly Numbcr �alc of Dealh �dMfJJ"1""' Dalo ol Bitlh N6C2rvW izioaizoia oz/oY/i9So DacedanCs Lest Name SuNix Oace�enPs Frst Name MI DONISON DUANE M (If Applicable)Enter Surviving Spouse's Information Below Sp00525L25[NBrtIC $ufb% $pVo9P5Fl(9lNtlllre MI DONISON JANE A Spouso s So�al Sacuriry Nmnher THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 161343964 REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � 1. O�Iginal Rewrn O 2. Supoleme�ta 4elwn O 5. Remaintler Rewm;tlate c!tleam o!i or L^ 12-19-b21 O 4� Cn�ilec Esle�e O +a. Polure In's_�es�ComF'omse;ca'.e of O 5. Fetlea�ESlate Tax ReWm 4equi�ad .eatp aIIL=r �2-t2-3£� (� 6. Decetlen�JieaTe.;�ate O ? DeceOen�MarriainNaLivmpTmst . B. IDtalNumbero�SafeUepostBoxes (ALLacnCOGYo(VHl) (Al�ad'CopyofTrust) O 9. Gligatmn Pmceetls RecerveC O �G Spousal Pwe9y lietli�(tlete o�Oea�n O n Jeqion lo tax un0er Sec.9n3(A) beiwBan 12�i1-91 antl 1-1-95) rAtiacM1 SCM1 O) CORRESVONDENi- TNIS SELiION MOST BE COMPLEiEO.ALL COFRESPON�ENCE AND CONFlOENTIAL TA%INFONMATION SHOULO 9E OIRECiEO T0: Nerne �ayllme Telephone Numper THOMAS E ROWER (717) 243-5513 IREOISTEF OF WILLS OSE ONLY � FI611IpB0(flOdfE65 � � L � � � FLOWER LAW, LLC � -' r-�'i ' r� ,.. . . . _ . r� � - e. Seco�tllineofaddress � � � - r� 10WHIGHST ���'', `�� . . Gty or aosi oir�ce „tate nP Coa� I oare vi�eo � _l CARLISLE PA 1 701 3-2 922 � rv � �.. correspo�dom's�-man�emoss: TOM(o)FLOWER-LAW.COM � � �° u i �amosoroa9�r� ieaciarema.ii�a.ee.en�ae�n's � ' a�amqacn. r��,.-nEa��.�sa�o,�adr=�� a orrymo.naaeae�ooe'��ei. eci a�a�m�ia�e.oe�ra�eto,oraeae�e oine n� .in u . ,,:n , -u�,ra�,Arw or n o�eoarer na anv k�ow�aage. sic�uae�o--,�en,oNae�ev io�eroqFiumcae.i...�r� od� 2�5� I S yr ADDRES JANE A. ONISON, 2 MARCELLA WAY, CARLISLE, PA 1�015 sie nTu oFaa- eeTrvnn�aevaeseNrnrive onTe i — oz/iy�s� noovtess '—'—� FLOWER LAW, LLC. 10 W. HIGH ST, CARLISLE, PA t7013 VLEASE USE ORIGINAI FORM ONLV Side i L 15�56101�1 1505610L�1 J � J 15�5610105 RE�.,so�Ex Dacetlenls Sodal Sewnty Numbe� oo�.a�„rseT�,a. DUANEM. DONISON RECAPITULATION t. Roal Esmie(Sa�eeme AI—. . . . . . . . .. . . . . . . . . . . t 22$051 00 2. S�ochsantl Bontls(Schedule B1 . . . . . . . . .. .. . . .. . . . . . . .. . . . '2. 3. Cloealy Held CorFora�ioc.PatlnenM1lF�r Sole-Pmpna�orsM1lp(SCM1etlule C) 3 G. Mo�9ages antl Notes ftecervzMe(ScheAule fJ) . . . . . . . . . . . . . . 4 5. CasF. Bank Deposi�s entl Miscellaneous Persorel Pm�e�y(Sohotlule E).. .. . . . 5. 119,302-55 B. Jointly Ownad ProOehy(SG�edule F) O Separa�e 6illing Pnyuesle0 .__. . . . 6. ]. Inler-Vims Trans(ars&Miscelleneous Non-Pm�ate Pmperty (ScM1etlWeG7 OSepa�ateBilfin9Re�uas�ed. ._. . . . ). e Total Gwss Assets ibtal Gres t mmu,C ]1. . . . . . . ... . . . . . . . . .. .. . . 8. 347,353.55 4 Funea�Expense=_antlAdminlFl�atiaeCosts�5rne4ulell:. . . . . . .. . . . .. . . . . 9 �G. Dehls nf Decetlent Motlgage�iebllllles,antl Liana(Sr.I�cCule I) . .. . . . . .. . . . . ID ii_ looai oee��eo�s fm�ai c�e.,�d��d iol . . . . . . . . . . . . . . . . . _.. . . n. 12. Net Value of Es[ate jLine n minus Line i l! . . . . . . .. . . . .. . . .. .. . . 12. 13. CM1e/ilableanoGovommfn4�IBequeslsiSec9113Tms�EbrwFicFi 8�BI2C�IpO IO ld%h85 P01�B2f rtldd0($LhPdUIB d) . . . .. . . . .. . . . . .. . . . ... . . 13. ta. tietvamesubjectmra.(L�ina�9ininiis �inet3� . . . . . . . . . . . . . . . �a 347,353.55 TAX CALCULATION�SEE INSTRUCTIONS FOR APPLICABLE RATES 15. AmountotLinetelaxable a��M1e spousal�ar mle,o� Vansfers under Sec 911fi �a7(��)x .o0 347,353.55 is. 0.00 16. Amouni of Llne�4laxabls elllneal 2te X L t6. P Amounl o°Line i=laxable atsibiing �a�e X.12 1]. 18. Amounl of Line K tarable a�wllalernlrata X .IS t8. 19. TA%DUE . . . .. . .. ... .. . . . . . .. .. . . . . . .. . . . .. . . . . . t9 0.00 LI; FIIL M THE OVAL IF VOU ARE REOUESTING A REFIIND OF AN OVERPAYMENT p Side 2 � 1505610105 1505610105 J aewsmex �aua roen�mee� 2�_i5-Otaa DecedenYs Complete Address: oECEOEnrs NnME DUANE M DONISON smeern�oaess 2 MARCELLA WAY an ���E n� CARLISLE PA 17015 Tax Payments and Credits: �. TaxOuelPage2Line19) 111 0-00 2. C*edits�Paymen�s A.Prio;Paymen�s B Diswunt Ta�al CreUts�A+a i 121 3 Interest �3) 4. If Lne 21s grea'sr;han Cino 1 a L�o 3,onteuhe d Herence. This is U�e OVERPAYMENT. Fill in aval on Page P.Line 20 to request a refund. i91 5. IlL�ne 1 +Line 31s greear Ihan�ne 2,emer 1he tliHerence.Thls is�he TA%�UE. (5) Make check payable to: REGISTER OF WI�LS, AGENT. PLEASE ANSWER THE FOLLOWING �UESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. �:ddaceden�makeataneferand. Vos No a. retain!heuseorirkomeofinepropeny«ans'c�re�f .... . ... ..... . _. .. ...._ . � xi b. rela � 'e rg�il lo desig ale�� � shai use I e 4-�Y�ansle ,1�r � .wome: .. .... ... ..... � � c. retain a reversicnary mm�est,or... . . . . .. . ... . . . . .... .... . . � � C. receivethepnmise(or.`eoleiherpdymems.'�ne9sorcaro� ._..... ....._.. ] � 2 If deaN occurretl eflar�ec 12�952 diC tlece9enl transler pmpeny wM1hin ane year c`death wiNOW receiving atleQuale consi�erelion�.... ....... . . ........ . . .I zl 3. �itl dewdeo�mv�an'in�ms'.�ef'or payable-uran-tloath bank a¢ount or secunty el his o;her death9. ,—f K 4. Ditl Decedenl awi an Indivitlual reliremenl accounl.ennuily orother norvpmbele praperty.vAroh con�ain=nbeneM.iary0es9^aeon� .... ..... ......... . ......_ ... . �� � IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Por dales of dea�h on ar ai�or July 1, 1994,and befom Jan. 1, 1995, lho tax rate Imposed on Ihe ne�valuc of hansfors to ortor�he use of�he surviving spouse is apa�cem��zas §ens(ar(� 'i(p1 For da�es of death on or a9er Jan. '�. 1995. Ne �az ra;e imposetl on fhe ne� value of Iransfers �o or for �ha use of the surviving spouse Is 0 percen� (72 PS. §9116(a) �1 1) (I.)�. The slaWte does nol ezempt�trans�`er to a sumvin8 spouse 4om�ae, antl�he s�atWory requi�emen�s for disclosure of assels and flling a�ax reWm ere slill applicableaven i�ihesu�nving spouse i=_�he only benefciary. Pordates o!death on orafter July 1.2000' . The lax 2te impwed on Ihe net value o' transfers (mm a deceased ch�ld 21 years of age or younger at death io or for the use of a naturel parent, an adoptive parent or a stapparent of fhe child is 0 percont�72 P.S. §9116�a��1 2)i. . The tax 2te imposed on ihe ne; value of tmnsrors N or 'or ihe use of ihe tleceden[s lineaf beneficia�ies is 45 percenl, exc2pt as no�ed In �z P.s. �eiis��.z��i2 as.§siis(aif�)l. . The lax ra�e imposed on ihe net aaWc oRrans�ers fo or for ihe use o'�he decedenis sblings�s 12 pemenf�72 PS §917fi(ai(7.3��.A sibling is tlefined.under Section 9102.as an intllvitlual wto has a�least one parenl in com�an wi�h the deoecwt whether Cy hlood m adoplion i�, r i , n; �� pennsylvania SCHEDULE A I ��� � ��u REAL ESTATE w�tximNw rax uevam ESTATE OF n � FILE NUMBER DUANE M. DONISON 21-15-0148 All real proparty owned solely or as a tenan[ n<ommon must be repor[ed a[lalr market value a rca ket val�^is 9p�ioea as[he qr¢a�xM.cM1 pmpeRy r�ould be ezct-angeZ bet c�i a vnlling��ycr antl a rniling sell , ,ethe-be�na cem0elletl lo buy or cell,bo[M1 havino r�zmnable knowledge o(ttle releoant 3ar, Real prapertV�ha[is jointly-awned with right of survivorship mus[be Eisclwed on Schedule F. i .... ._— —._...__ � < a�h a mpy of[h ¢I c [ Y,.e[If U p opert� has bee oIE 'T=M � IWea a. olthe tleed shc rg a eae^[s irt r R "ovinecas tana�t �mmmon. vALOEA'DATE NIIMBH �� 0°�sTH , JiiCd.-F�'�.^V — — �_—_ _ __ ... . .. . _____ ..... ... ..._ . ... ___.... ��� ''�i DWELLINGHOUSEANDLOT,2MARCELLAWAY,WESTPENNSBOROTWP, �, CUMBERLFNDCOUNTY, PF —TAXASSESSMENTVALUE'.5232,600X.99CLR= 228A51.00 I � I iil II i i —�_ ' TOTNL(Also enter on Line 1, Re�api:ulation ) $ 228.051.00 _— ._.__._.. _ ._ _"'�_ _ I`no�e=_p�re s^eJea,Insert ad��ioral sheels�(Ne mme she. r . • � - . . . - ir^� . . .- . . 1�r � Q t, � - . + ' f "�; � :, i w�; .z��� <��' � t � '" ���'�" e.�`, iN .. , ii'� 'i �.. '�-d ' a y � E �' 1 i , a � �s s' � �a .p. 1 � `^`j�s e �2' a S � I x � �#'� � §f �'�$, � ° ; <A" �, � . � �*y Pr �;�'a'ra��� J� �. �;�tjs v� ��� � � a: s YA ,.�v � F'� � ;�+t� �? =��1 '�i`'. ' � � �+�(�{ � ��r �� : '- ,r� �.� � � , �:�� x� � n k`:.� r5 � i # � � F'�`�' '� t�" J�" ' � 5� . ' ;�t 1 ��� h ' � � � �� 1',�.`F `";�1 .... . . �. . } g"Ft. .�. � � t�...? '�.x g.• � ��.' t � :4 �vi� f� .� � W AI,A �� � •`•`,� � ����`� �y�yj a 7 a 4c, ; ; � �2_, -� x �������'��' @ � : � � . � � 8 � � ��� � . F'�.i� � X . I 5 � � v '��`{�' " 4n� �.Y � �, ,i$ f'.Fc7s' I r ' .. � � .� �i.'. A .k .,..Ua�"}} x #k �� xig i�5 „ ��}� ��ja x Y ', ,� �, �c^�•wA+� v�5�r;� b t.. i�'*�� t q#� M5 � P �i'��' �I s ,ix � a` Yv ° �.�' s .V�F ���4� � �4 'Sfir '*C�i'�d� - 1 4�?yt�. . A , F k ,a � r,. ,; ' � � r 7 a '���{,�, # �i 4 �5# r �'�t4`t� u #% r��� � � I �ry�!"2 „ss '. � � � � �� ♦ .�� i�f� ��`�1 L R h.`{ y xY #�¢ r� 1 ��� .., tav`�"�:. 5 �'p� I � t��'�=� .��}� �`, i�'„ ,. t i.. a-T i' ' �. �i S ''��� ''ti� j�,})5 � .. . r� -..1 II . �� ` ,�}y � ly�1, 1 �tt I /� 1 t��p . f �7�'l ,.� �,�-' + .. l }`...: y��� � l L �t � 'S , � �j. t . � - h.....:�.x.#..: L.... . .. . /. . , . .� PE0.t5o8 E%+(�1-�01 ;� pennsylvania SCNEDULE E C� � CASH, BANK DEPOSITS & MISC. I _mHeurnvwrn;nrror.� PERSONALPROPERTV �r=��F�;��Fcrcevr � ESTATE OF: FILE NUMBER: DUANE M. DONISON 21-15-0148 ��du�c IM1 F�a-'ed>o��i r� i � �Az-r Ihr p � ,eE�wa-e r�-�.ea oy Ihe�s[zte lll property joinHy owned with riqh[of survivorship must be dis<losetl on ScheCWe F. ___ . I ___.___ — .__ . IIRi VA W E Ai DATE &�"�UMEE4 ,�6CRiPTION ____ OFDEATH BANKCHECKINGACCOUNT#10659027 16,316.34 p MSTBANKMONEYMARKETACCOUNT#015004220533267 102.98621 _ _ _'— TOTAL (Nso enter or Lne 5 RecapitulaGon) s 119,302.55 I(more soacc is reedM, use addltic-al sh�ts o(paper of[he same size. � M&T Banlc ;3'lA7EMEN7PEfflifD :���. .;�. NOV.08-0EF08,2016 00 0 04325M NM 017 000000 p DUANE M DONISON JANE A DONISON 2 MARCELLA WAV CARLISLE PA 17015-9485 SELECiEO ACCOIINT SUMMARV � ACCOVNT � ACCWVNT IN?EREST�ANNEp�: M0.TI�RITY �: 6NtlING : TYPE MBER . YEAR-FO�UATf ' OATE 9ALANCE' POWER CHECKMG 000000010659021 1.80 13,50552 POWERMONEVMARKET 01500422053326] 55.04 102,999.90 TOTALDEPOSITS 116 92 POWER GHECKING ��COUNT'�. DUANE M o0NI50N -�'-YRLE-���. JANEADONISON ACCOUNT NO. 10659021 LINGLESTOWN INTEREST EARNED FOR STATEMENT PER10� $0.11 ACCOUNTSUMMARV 6EGINNING C DEPOSITS 8�THER I. CHECKSPnm> OTHERDEBgS I-) r CUkRENT ENOING �:BALANCE .. . GREOIt '.F INTERESTPD BAI.nNCE ��: � NO. AMOUNT NO. AMOIINT NO. A NT $13,038.32 5 $5.8218] 4 $896.13 10 &1,458.66 $0.12 $13,505.52 ACCOUNT ACTIVITY POSTING � �� '� i1EPqSIiS6OTHER WITHOkAWAL38 ': DA9Xf. :.:�ATE � T��CTION DESCRIPIION eREOITS t �dTHER DEHITS - �- �BALAN E �1/OB/2014 BEGINNINGBALANCE $13,03832 11AOI2014 PINCBCARLISLEBNRftACCARLISLEBARR $313.09 '12,]2523 iV122014 PUftCHASEON11112 1L01 MICHAELS STORE230 WMINR DR CARLISLE PA 12,11422 11/13I2014 CHECKNUMBER2269 152.56 12,561.6fi 11I1]I2014 PINOFFlGEMA%600CARCARLISLE 66.1] 11/1]2014 PIN OFFICE MAX 600 CARGARLISLE 8.01 11/1IR014 PINCB CARLISLE BARRAC CNRLISLE BARR 195.53 12,291.95 11124I2014 CHEGKNUM9ER22]2 fi43.5] i1I2612014 CHECKNUMBER22]t 50.00 11,598.38 11126�2014 SSA TREAS 310 XXSOC SEC $1.5WA� 11R6/2014 PINCB CARlISLE BARRAC CHRLBLE BARR 16].91 11R62014 CHECKNUMBER22I0 50.00 12,9]]6] PAGE 1 OF 3 � M&T Banlc .�&TAYEY�NT pERillA � NOV.08-DEC.08,2016� DUANE M UONISON JANE A DONISON ACCOUNT ACTIVITY POSFING �- �- OEPOSIiSSOTHEk WITHDttRWAL$d - OA�Y33 TRANSACTION DESCRIPRON .��.UATE . CRE41T3 * QTMERDEBtTS - '.� BALANCE 12IOV2014 �FAS-0LEVELANDRETNET 141542 14/OV2014 VACPTREAS310%XVABENEF 1.31240 iZOV2014 DFAS-CLEVELANDCRSCPAV 1,31240 iZOV2014 USTREASURV312XXQVSERV 184.65 1],202.34 1Z02/2014 ATG MONTHLV DDN TO SAV 800.00 16,60234 12IOSp014 SELMANCO I ASI MS PREM 86.00 16,316.36 12I08/2014 INTEREST PAVMENT 0.12 12I0&20t4 NOFFMAN-ROTH FUNERAL HCARLISLE ?]90.0a 12I08�2014 PIN CARLISLE BARRAC BLCARLISLE BARR 20.94 13,505.52 EN�ING BALANCE 13 S�SS2 CHECKS PAID SUMMARY 'CHECKNO. ��� OATE -� �AMOUNT CHECKNO ORTE AMOIINY GHE�kN�. DATE AMOUNT;. .. 22fi9 ...it113114 .. .. 152.56 .... 22]0 1V26116 .... 50.00 22]1 11124/14 ... 50.00 22'l2 1V24/14 643.5] ANNUAL PERCENTAGE VIELD EARNED=0.00% APPLE PAY IS HERE! PqV FOR PURCHASES WITH A SINGLE TOUCH AT THOIISANOS OF STORES NATIONWIDE AO� YOUR M8T CREDIT ANO�EBIT CARDS TO APPLE PAY TO�AY!LEARN MORE AT MTB LOM/OIG ITAL W ALLET. POWERMONEYMARKET ACC4UNTI DUANEMDONISON �.::�:TITLE�.�` JANEADONISON ACCOUNT N0. 1500422053326] STONEHE�GE INTERESTEARNEDFORSTATEMENTPERIOD $8.69 PAGE30F3 � M&T Banl< � ��:��.5TATEi1Bt1T PERIt30 I NOV.08-0EQ08,3016 OUANE M DONISON JANE A DONISON ACCOUNTSUMMARY ]38EGINNING DEPOSITSdOYHER �7 .WIrHDRAWAISd,°. 'CllRRENT ENOING>'. �..�.6AtANCE ��GflE61T3 + OTeIERDEBtTS -'��� '1NTERESTPAI� EALANCE^ NO. AMOUNT � NO. AMOUNT $102.18621 1 $800.00 0 50.00 $0.fi9 $102,994.90 ACCOUNT ACTIVITY PqBTIN6 �� '� DEPOSiT$E OTHER ITNORAWALS 8 ' OALLV f .DATE fAAN3ACTI0F!DESGRIPTON . . CREDITS * OTHER OE81TS BAtANCE 11I082�14 BEGINNINGBALANCE $102,18621 12/02I2014 ATGMONTHLVDDATOSAV 8800.00 1@.98621 12/08I2014 INTEREST PAVMENT 8.69 102.994.90 ENDING BALANCE 102 994.90 ANNUAL PERCENTAGE YIELD EARNED=0.10% PAGE]OF 3 2ELLL513 EX+(GL-ID) �i pennsylvania SCHEDULE ] ��rk��qN�Era:<�aE-�aN BENEFICIARIES 0.ESIDEM I]f�FOFM ESTATE OF: FIIE NUMBER: DUANE M. DONISON 21-15-0148 —� ��� � � -�"-���- aFunoNsn�vsooeceoeNr anounroasHae: NUMBER NAMEBN�P��Rf550FPERSON(Sl'�KEEVIN6PRO�E31V DONotLi5tTm5lee(s) DFESTATE I TAXFBLE]6TRIBIf"[ONS�Vdudeou[nghl5pousal�IsVibutlonsan�hansfersuntler Sec.9u6(a)p2).� i. JANE H. DONISON, 2 MARCELLA WAY, CARLISLE,PA 17015 SURVIVING SPOUSE 100% =ruTea oo�ua awaamrs=oa o�sra,eur_oNs snovm,�eove oN ��_ines�s rNeauen ie oF neaisaa mvea sn=.er,ns raaaoaa�are. ❑ NON-r�ne�e o�sTS�su�oNs a svousn�o-sra:aur�or;s uNoea sea�orv 9u3 wa wN�cn nrv e�criov ro rax is No�rnueN�. i. e. ane�rna�eauo eoveaNnemm�o�sre�eu-�oms�. i. TOTAL OF PART II-ENTER TOTAL NON-T�%ABLE DISTW9UTIONS ON LME 13 Or REV-1500 COVER SHEET $ If more space is neetletl. use atlalGaral sheets of paFer o(Ihe same sizc. ��`�,�� �'�� ��° � . e� �- -^�o�� Cb ��� "