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HomeMy WebLinkAbout07-15-15 (2) ".� pe vvania pe15®5618403 REVENLEX(03-14) 1MV-1500-1500 OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year FffeNwnber PO Box 280601 INHER)TANCE TAX RETURN Harrisburg,PA 17128-0801 RESIDENT DECEDENT 21 14 1143 ENTER DECEDENT INFORMATION BELOW 10 1I; 2014 10 11 1943 Decedents Last Name Suffix Decedent's First Name full OMMERT KATHRYN L (If Applicable)Enter SuzvMng Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ❑X 1. Original Return 2-Supplemental Return 3_ Remainder Return(dale of death prior to 12-13-82) 4. Agricultural Exemption We of ® 5. Future Interest Compromise(date of ^o_ Federal Estate Tax Return Rewired death on or after 7-1-2012) death after 12-12-82) 7. Decedent Died Testate ® 8_ Decedent Maintained a Lh&q Trust 0 9. Total Number of Safe Deposit Boxes (Attach copy of wilD (Attach copy of trust) El10. Litigation Proceeds Received 11.Non-Probate Transferee Return ® iZ Deferral/Election of Spousal Trusts (Schedule F and G Assets Onty) 13. Business Assets ® 14.Spouse is Sole Beneficiary (tato trust involved CORRESPONDENT-TEES SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.- Name O.Name Daythne,Telephone Number JERRY A WEIGLE ESQUIRE 717 532 7388 Fust Line of Address 126 EAST KING STREET Second Line of Address G, City or Post Office State ZIP Code tP 0 SHIPPENSBURG PA 17257 , r rn Correspondent's email address: ' n +� REGISTER OF VdL " NLS REGISTER OF VQJ-S USE ONLY ' DATE FILED MMDDYYYY Y DATE FRED STAMP Side 1 111111111111111111N11111111111111111111111110111111111 .j1505618403 1505616403 1595618411 REV-1500 EX RECAPITULATION 1. Real Estate(Schedule A)---•-•----••--••...................................................................... 1_ 4 3,5 9 Q•Q 0 2. .Stocks and Bonds(Schedule B)............................................................................. 2. 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3. 4. Mortgages and No`s Receivable(Schedule D).................................................... 4. 5- Cash,Bank Deposits and lZiscellaneous Personal Property(Schedule E).......... 5- 12,3118-96 I 6.•Jointly Owned Property(Schedule F) in Separate Baring Requested............ 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ® Separate Bilring Requested............ 7- 8. Total Gross Assets(total Lines 1 through 7)...................................................:.... 8. 55-,808-96 9. Funeral Expenses and Administrative Costs(Schedule I )................................... 9. 19,1180-65 10. Debts of Decedent,Mortgage LiabrTfSes`and Liens(Schedule E1............................ 10. 215-06 11. Total Deductions(total Lines,9 and 10)..............................................._............... ii. 19,295-71 12. Net Value of Estate(line 8 minus Line 11).............................._....................... 12- 36,513-25 13. Charitable and Governmental Bequests/Sec 9113 Trusts for%vhich an election to tax has not bwn made(Schedule J)........................._--_--------....._. 13. 14. Net Value Subjectto Tax(Line 12 minus Line 13)............................................... 14. 36-,513-25 TAX CALcul-ATION-SEE INSTRUt-hONS F6 APPLICABLE RATES 15. Amount of Lime 14 taxable at the spousal tax rate,or transfers under Sec.9116 ' (a)(1.2)X.00 17•0 0 15- 16. Amount of Line 14 taxable at rmeal rate X .045 - % Q.Q Q 16_ 17. Amount of Line 14 taxable at sibling rate X.12 18. Amount of Line 14 taxable at collateral rate X.15 36,496-25 18. 5,474 . 44 19. TAX DUE-•-----------------------------------••-•-•---•------------------------------•-•-----•-•---------------•-•-- 19. 5-e474-44 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Under penalties of perjury,I declare I have ekarnmed this retiirn,including accompanying schedules and 5in,einents,and to the best of my krkmMedge and belief, it is true,coned and complete.Declaration of preparar other than the person responsible for filing the reWm is based on all information of which preparer has any kno uledgz sIGNA OF PERS N RESP NSIBLE FOR FILING RETURN Linda D.McNees ATE ADDRE S 101 Turnpike Road,[Newburg,PA 17240 SIGNATURE OF PREPARER OTHER =SEV%TPVEtDATE ei Esquire ADDRESS I 126 East King Street,Shippensburg,PA 17257 �I IIID lii�l VIII[ISI[Illi[ISI�1[I f I�II[II il[il 1111 Il[I Side 2 J 1595618411 1595618411 j Rev-1502 Ex+(12-12) SCHEDULE A pennsyivania REAL ESTATE DEPARTNOff OF REVENUE MI{ERITANCE TAX REM-144 RESIDENT DECEDEW ESTATE OF (FILE NUMBER Ornrnert,Kathryn L. 21-14-1143 An real property owned solely oras a tenant in common tmst be reported at fair market value.Fair market value is defined as the price atwhieh p opentywsouid be ex dig 16 hre°n aero buyer and awing steer,neitftr being cmripalledtobuyarselL both laving reasonable knoualedge of the reletirant facts Real property that is jointlyowned with right of survivorship mast be disdased on schedule Fr. Attach a copy of the settlement sheet if the proparty has been sold Include a copy ofthe deed showing decedent7s interest ff owned as tenant in common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF'DEATH 1 All that certain lot of ground situate in Hopewell Township,Cumberland County,PA 43,500.00 including Supreme Mobile Home Title No.500542318 Veh ID C5028 TOTAL.(Also enter on Line 1.Recapitulation) 43,500.00 (if more space is needed,additional pages of the same size-) Copyright(c)2012 form software only The Lackner Group,Inc. Form PA-1500 Schedule A(Rev.12-12) Rev-1508 DCs(08-12) SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. 9*93U HtTDFRE TUM PERSONAL PROPERTY G\4�triANCE TAX RETItrTN RF_SIDan'D�-C®ENT ESTATE OF (FILE NUMBER Ornrnert,Kathryn L. 21-14-1143 Include the pros of US-m-Aian and the da s-Lz proceeds acme recenred by Pis esea An property joint4towned wkh the right or survivorship mist be disctosed on scFmdule F. (1 EM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Erie insurance-refund 82.00 2 Erie Insurance-Refund 243.00 3 Erie Insurance-refund 17.00 4 Highrnark -Refund 87.76 5 Orrstown Sank Checking Account #103900707 1.466.80 6 United Health Care-refund 12.40 7 1984 Honda Motorcycle Title No.A36472311 825.00 8 1985 Jeep Title No.36712900404 OM 6,300.00 9 1997 Chevrolet Pick Up Truck Title No.63780617204 OM-Titled to Linda McNew 2-3-15 1,775.00 10 Personal Property 1.500.00 TOTAL(Also enter on Line 5,Recapitulation) 12,308.96 (t(more space(s needed,additional pages of the same size) Copyright(c)2012 form software only The Lackner Group,Ina Form PA-1500 Schedule E(Rev.08-12) REV-1511r=X+(M13) SCHEDULE H pennsylvania DEPARTMENT OFREVaME FUNERAL EXPENSES AND RETURN PEESIDENTDMCE&�ENT ADMINISTRATIVE COSTS ESTATE OF I FILE NUMBER Orrimert,Kathryn L. 21-14-1143 Decedent's debts must be reported on Schedule I. ffEM DESCRIPTION AMOUNT NUMBER. A. FUNERAL EXPENSES: See continuation schedule(s)attached 11,513.411 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 Weigle&Associates,P.C. 3,500.00 3. Family Exemption: Of decedent's address is not the same as claimanf s,attach explanation) 3,500.00 Claimant Linda D.McNevv StreetAddress 101 Tunrpike Road! City Newburg State PA TM 17240 RelationshiD of Claimant to Decadent Friend 4. Probate Fees 255.50 5. Accountant's Fees 6. Tax Return Preparers Fees 7. Other Administrative Costs 311.75 See continuation schedule(s)attached TOTAL(Also enter on line 9,Recapitulation) 19,080.65 Copyright(c)2013 form software only The Lackner Group,Inc. Form PA 1500 Schedule R(Rev.08-13) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS confinued ESTATE OF (FILE NUMBER Ommert,Kathryn L. 21-14-1143 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Fogelsanger Bricker Funeral Bill 11.013.40 2 Opening grave 500.00 I-I-A 11,513.40 Other Administrative Costs 3 Cumberland Coun,ty legal Journal-Advertising 75.00 4 Cumberland County Recorder of Deeds-Record Deed 79.00 5 Cumberland County Register of Wills-Filing Release 5.00 6 Cumberland County Register of Wills-(3)Short Certificates 15.00 7 The:News Chronicle-Advertising 137.75 H-B7 311.75 Copyright(c)2002 form software only The Lackner Croup,Inc. Eomt PA-1540 Schedule H(Rev_6-98) Rev-7512 F:X+(12-72) SCHEDULE I Pennsylvania DEBTS OF DECEDENT, DEPARTMEM OF?.c-VENUE [*EE ANCETAX RETMRN MORTGAGE LIABILITIES AND LIENS RESE)E'Si DECEDaff ESTATE OF (FILE NUMBER Ornmert,Kathryn L. 21-14-1143 Report debts incurred by the decedent priorW dealb that remained unpaid at the date of death,inef xrmg unreimbursed medical expenses. ITEM I VALUE AT DATE NUMBER DESGRIP 11ON OF DEATH 1 Orrstown Bank Account 103900707-Bank tee 6.00 2 Penna Electric 84.06 3 Sailhamer Real Estate,Inc.-Appraisal For 101 Turnpike Road 125.00 TOTAL(Also enter on Dine 10,Recapitulation) 215.06 Of more space is needed,additional pages of the same size) Copyright(c)2012 form software only The Lackner Group,Ina Form PA-1500 Schedule I(Rev-12-12) REV-1513 EX+(01-i0) pennsytvania SCHEDULE J DEPARiIVRi f OF REVENUE M-CERrrANCETAX PETURN BENEFICIARIES REM24T DE(3=DENT ESTATE OF FILE NUMBER Ommert,Kathryn L. 21-14-1143 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (Words) ($$$) Do Not UaTrusteels I. TAXABLE DISTRIBUTIONS (include outright spousal distributions,and transfers under Sec.9116(a)(1.2)] Linda D.McNees None One-t3undred 36,513.25 101 Turnpike Road Newburg,PA 17240 Total 36,513.25 Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 1500 cover sheet,as appropriate. NODI TAXABLE DISTRIBUTIONS: II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TARN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-15DO COVER SHE Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1600 Schedule J(Rev.0140) LAST WILL AND TESTAMENT OF Kathryn L.Ommert 1 I,Kathryn L.©rn ert,residing at Newburg,Pa.,beim of souna mid and'in the contemplation of the certainty of death,do hereby declare this instrument to be my last will, and.testament. P{ II, I hereby revoke all previous wills and codicils. I.direct that`he-disposition t ftay-remains-be as foHow-s: I give all the rest and residue of any estate to the following individuals,share and share alike: Linda l)_McNew r t If none of ray designated beneficiaries survives ire;,I give,all rthe rest and residue of my '.: estate to Vonnie Shockey.if neither Linda D.McNew nor Vonnie Shockey survives me, I-,giveall the rest and residue of my estate tg'Wesley Swart V. _ I appoint Linda D.MeNew,to act as the executor of this will,to serve without-bond. Should Linda A McNew be unable or unwilling to serve,thea.I appoint Vonnie Shockey to.act as the executor of this will. I herewith affix my signature to this will on this i i� i Address: Witness: Address: STATE OF Pennsylvania COUNTY OF Cumberland Before rue,the undersigned authority authorized to take acknowledgments and administer oaths,personally appeared: Kathryn L.Ommert r who after beim having duly sworn or affirmed to tell the truth,stated: 1. That Kathryn L.Ommert declared this instrument to be their last will and testament to the witnesses. 2. That Kathryn L. Ommert signed this instrument in their presence_ 3. That the witnesses signed as witnesses in the presence of Kathryn L. Ommert and each other. 4. That Kathryn L.Omm is well Imown to the witnesses,and the witnesses believe Kathryn L.Onamert to be of lawful age,of sound mind and under no undue influence or constraint Officer Title of Officer: My Commission Expires: Sa&amer Real Estate, Inc. 494 R Bing SA Shippensburg, Pa. 17257 Offiep,(717)5326059/Fa,.x(717)530-5181 www.sailhamer.com/info@sailhamer.com November 7,2014 Weigle and Associates 1 126 E.King Street Shippensburg,PA 17257 Dear Mr.Jerry Weigle,Esquire C� This analysis has not been performed in accordance with the uniform standards of professional practice which requires valuers to act as unbiased,disinterested third parties with impartiality,objectivity and independence and without accommodation of personal interest; it is not to be construed as an appraisal and may not be used as such for any purpose. Per your request for a current market value of real estate of the Estate of Kathryn L. Ommert and located at 101 Turnpike Road,Newburg,PA 17240,Hopewell Township, Cumberland County,I am sending you my estimation of current market value. The property is served by public sewer and on-lot well,and is improved with a one story doublewide mobile home with addition.The mobile home make is a Supreme,bearing VlN#C5026 with title issued 7-11-77.The mobile home offers kitchen,dining area, living room, 2 bedrooms,bath and enclosed unheated front porch.Heating system is kerosene fired forced hot air. Roofing material is of asphalt shingles.In addition to the dwelling there is a detached concrete block,garage with workshop. The property is located just outside of the village of Newburg,PA and is within easy commute to major highways, shopping,etc.The overall condition of the property appears to be fair.The marketing of the property may be somewhat difficult,as most financial institutions may not be willing to lend funds on an older mobile home. Based upon my personal investigation and findings, it is my opinion that the comparable market analysis would indicate a current market value of between Forty-Two thousand Dollars ($42,000.00)to Forty-Five Thousand Dollars($45,000.00). Sincerely; on Real Estate Broker ORRSTOWN BANK A Traditirna of Excellence December 17,2014 Weigle&Associates PC Attorneys at Law 126 E King St Shippensburg PA 17257-1397 Fax: 717-532-6552 Re: Estate of Kathryn L Ommert Social Security Number 176-34-9185 Date of Death 10/16/14 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD THE FOLLOWING ACCOUNT WITH ORRSTOWN BANK: CHECKING ACCOUNT *, Account No- 507482 r Account Type- Free Checking h Account Title- Kathryn L Ommert Date Opened- 03/01/82 Joint Account(name/date) No Balance- $1466.80 Accrued Interest $0.00 Best Regards, Susan R. Eyer Deposit Processing Representative II 2695 Philadelphia Avenge• Chambersburg,PA 17201 1985 Jeep Corporation(AMC) Wagoneer 4 Door Station Wagon 4X4 Value,Prices&Specs I N... Page 1 of 2 NAS AUTOS CLASSIC CARS MOTORCYCLES E;0ATS Ft1rS MANUFACTURED HOMES PRODUCTSTORE DUdxrr»r pili e,. - _ " I $179/m0. fornrm with$2,494 due at Freedom Chrysler Dodge Jeep All-New 2015 Chrysler 200 riming,ro.000®iles P-Year RAM of Harrisburg H——9,PA Change M2nuaGurer>Change Year`Model>Change Options>Values 1985 Jeep Corporation (AMC) Wagoneer MSRP Starting at� 4 Door Station W2gon 4X4 -__$21,995 Research another classic car Values Speci2l Notes r Ve1ueS .. - 201 0N GrC`.:tre� ValuesElm Vle:v Ile&.Er lin lEnt.3:}r b Original Low Average High MSRP Retail Retail Retail Base Price — $13;604 $6,300 $12,350 $21,400 Options• TOTAL PRUCE: X13,604 $6,304 $12,354 $21,400 40, is this 1985 Jeep Corporation(Ai IQ Wagoneer a car you can trust?Ctie`l:tt�=.AutcCneck vehicle history report>> SUSAtaU. 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MUMM21, o For 39 mos.with 57,499 due at Freedom Chrysler Dodge Jeep All-New 2015 Chrysler 200 signing 10,060 miles Per year RAM of Harrasburo H.Mi burg.PA Change Manufacturer>Chanue Year&fAcdel>Values 1984 Honda MSRP Starting at: C T 1 10 TRAIL 111.0 _$213-995 Research another vehicle Compare Values Special No'fes 2C;34X1,(Gresstzk Values vie,Deafe-k rv- y Y Values - Ogg Excellent $1,770 Very Good $1,275 Good 825 Fair $600 SUBARU Poor N/A - T h.mas Subaru Motorcycles for Sale Motorcycle Insurance Find 1484 Honda CS110 TRAIL 110 listings See how much money you can save with a near you in Chambersburg,PA FREE quote on a 1984 Honda Powered by CS^�rte.'I�a�des Submit Submit Motorcycle Resources The Audi A3. • Need motorcycle financing?Get approved urw Motorcycle history report—Get the facts • Sell your bike at CycieTrder • Buy a motorcycle price guide Enter VIN or Click GO Submit rioae a*3aa Next:Video Value Tyne Definitions MSRP—MSRP is the base Manufacturers Suggested Retail Price at the time of introduction,including standard equipment only and excludes taxes,transportation and de-stination. http://www.nadaguides.com/Motorcycles/1984/Honda/CT1 l Q-TRAIL-11 ONalues 10/21/2014 1997 C;heN•rolet SIU Pickup-1124 ,..-V 6 E,xtended Ua b Prices, v a_iues& 6pecs-NA )A.gulaes rage i oz 1 The Power of Vehicle Information 0 Close Window NADAguides_com 10/21/2014 1997 Chevrolet S1 Pickup-1/2 Ton-V6 Extended Cab NADAguides.com Price Report Rough Average Clean Clean Trade-In Trade-In Trade-In Retail Base Price $1,125 . $s,775 $2,300 $4,275 Options: 4WD or AWD $600 $600 $600 $675 15 Pkg Std. 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