HomeMy WebLinkAbout01-0290
JAMES D. BOGAR
ATTORNEY AT LAW
ONE WEST MAIN STREET
SHIREMANSTOWN, PENNSYLVANIA 17011
e-mail bogarlaw@ezonline.com
TELEPHONE
(717) 737-8761
FACSIMILE
(717) 737 -2086
March 14, 2001
VIA HAND DELIVERY
Mary C. Lewis
Register of wills
Cumberland County Courthouse
Carlisle, PA 17013
~~l\.S
RE:
The Estate of Marjo
Date of Death: Dec______
""1 ~vvv
Dear Mrs. Lewis:
I represent the Estate of Marjorie E. O'Rourke. Enclosed is
a check made payable to the Register of wills in the amount of
$2,368.35, same constituting a prepayment at discount on account
of pennsylvania inheritance taxes in the above-captioned estate.
The prepayment is determined as follows: $55,400.00 multiplied
by 4.5% or $2,493.00, less discount in the amount of 5% or
$124.65, resulting in the payment of $2,368.35. Please provide
me with the appropriate receipt in this matter.
Please note that there has neither been a probate of the
will in this matter, nor has as Estate File Number been assigned
from the Register of wills Office.
Your time and consideration in this matter is greatly
appreciated.
;;J;~6iS'
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Enclosure
cc: Joseph C. Ritter
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
J~ ~cJ17 -/0
OFFICIAL USE ONLY
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
O'Rourke Mar orie
DATE OF DEATH (MM-DD-YEAR)
21,01-0290
2000
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
159-01-7576
THIS RETURN MUST BE FILED IN DUPlICATE WITH THE
Copyrlght(c) 2000 form software only The Lackner Group, Inc.
DATE OF BIRTH (MM-DD-YEAR)
VVI
SNA
X 1. Original Return 2.
4. Limited Estate 4a.
X 6. Decedent Died Testate 7.
(Attach copy of Will)
o 9. Litigation Proceeds Received 010.
NUMBER
REGISTER OF WILLS
u I u
3 date of death
. Remainder Return rlor to 12-13~82)
S. Federal Estate Tax Return Required
1 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A)
(Attach Sch 0)
.I.Q )~..U
.JHls'SEC.TlIl8: US. J E;'..
NAME
James D. Bo ar Es uire
FIRM NAME (If Applicable)
TELEPHONE NUMBER
One West Main Street
Shiremanstown, PA 17011
R
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property {7}
(Schedule G or L)
8. Total Gross Assets (total lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabil.ies, & Liens (Schedule I) (10)
11. Tolal Deductions (total Lines 9 & 10)
12. Net Value of Estate (line 8 minus line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to lax has not been
made (Schedule J)
14. Net Value Sub'eel to Tax (line 12 minus Line 13)
OFFICIAL USE ONLY
(8) 61,743.22
(11) 4.671.29
(12) 57,071.93
(13)
(14) 57,071.93
(15)
(16)
(17)
(18)
(19)
0.00
2,568.24
0.00
0.00
2,568.24
(1)
(2)
(3)
None
None
None
(4)
(5)
None
766.00
(6)
60,977 . 22
None
2,452.00
2,219.29
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable atlhe spousal tax
rate, or transfers under Sec. 9116(aX1,2)
16. Amount of line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20. ",,~Ill;!!~,Hl;Fl
57,071.93
X
X
X
X
.0 0
.0 45
.12
.15
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS o'
10 House Avenue
'-
CITY I STATE I ZIP
Camo Hill PA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
2,568.24
2,368.35
124.65
Total Credits (A + B + C) (2)
2,493.00
3. InterestlPenalty if applicable
D.lnterest
E. Penalty
TotallnteresVPenalty ( D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
S. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the Interest on the tax due. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
!111!!!!lll!I!!!llllllll!llllllll:!!l!llll!!!I!!!]llliilillliil!lll!lll]!!I!!lll!llill!llllllllllllll!!llll!llili!11111Iiilllllllliililll!!lll!liil!l!il1il111iliifi1IIIIIIIIIIilillliiill!!IIII!!I!!!i
lillllli!iliillllilill!lll!llllll!ll!ll!lll!ll!l]!ll!I!lllllI1l!1ll!lll!!111!lllli1!l!i!!lllilli!!!!I!II!lll!lll!!lll!!!1111!llilil!l!!!ll!!llll!l!!!I!llllllllli!illl]!llll!!ll
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. reta~n the right. to de~ignate who shall use the property transferred or its income; . X
c:. retain a reverSionary Interest; or. . . . . . . . . .. . . . . . . . . . .. . . . . X
d. receive the promise for life of either payments, benefits or care? . . . . . . . . . X
2. If death occurred after December 12. 1982. did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? ... . . . . . . . . . . . . . . . . . .. ............... ...... D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
0.00
0.00
75.24
,0.00
75.24
[!]
[!]
[!]
Under penalties of perjury, I declare that I ha....e examined this return, Including accompanyIng schedules and statements. and to the best of my knowledge and belief, it Is tl'1Je,
correct and complete. Declaration of pre parer other than the personal representative Is based on aI/InformatIon of whIch preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN Joseph C. Ritter
737 Haverford Ave.
- - M.i- fa -silad,,-,- -N:r- - -oso-sY- - - -- -- - - - - - - - - -- - - ---
James D. Bogar Esquire
One West Main Street
- - -Shlr-amanst;wn:; - pi\: - - noif - - - - - - - - - -- - -- - - - - --
DATE
q 1/0/1001
DATE
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P,S. 9116 (a) (1.1) on
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'%
[72 P.S. 9116 (a) (1.1) (iO]. 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 twenty-one 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% [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'%, except as noted in 72 P.S. 9116(1.2)
[72 P.S. 9116(aX1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12'% [72 P.S. 9116(aX1.3)]. 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.
Copyright (c) 2000 form software only The Lackner Group. Inc. Form REV-150Q EX (Rev. 6.00)
lU!V-4t' VC+ll'921
.
SAFE DEPOSIT BOX
INVENTORY
COMMONWeALTH 0' HNNSYLVANIA
DE'ARTMII!NT 0' RII!VII!NUII!
IHMIIITANCI TAX DIVISION
Dm. 210601
HAUlHUlG. ,.... 17T2Wt101 Please Print or Type
MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS
COUNTY CODE FILE NUMBER SOCIAL SECURITY OR DEATH CERTIFICATE NUMBER
159-01-7576
DATE OF DEATH
DECEDENT'S NAME {LAST, FIRST. MIOOL!)
O'Rourke. Marjorie E.
ADDRESS OF DECEDENT ISTREEl] ICITY)
Blue Ridge Chateau. 10 House Avenue Camp
NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX
(NAME)
James D. Bogar. Esquire
(STREET AOORESS)
One West Main Street
Hill
12/17/00
ISTAT!)
PA
{ZIP COOE}
17011
IClTY)
Shiremanstown
ISTAT!) IlIP COOE}
PA 17011-6 71
NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING
a. (NAM!) (RELATIONSHIp)
James D. Bogar. Esquire None
ISTREET AOORESS) !CITY)
One West Main Street Shiremanstown
b. INAME} (RELATIONSHIP!
Joseph C. Ritter Son
(STREET AOORESS) ICITY)
737 Haverford Avenue Maple Shade
{STATE}
PA
IZIP COO!)
17011-6 71
{STATE}
NJ
{ZIP COOE}
08052
c. (NAM!)
(RELATIONSHIP)
{STREET ADDRESS}
(CITY)
(STATE)
IZIP COOE)
NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED
(I'<A....E)
PNC Bank. N.A.
{STREET ADDRESS)
5288 Simpson Ferry Road
I NAME OF PERSON MAKING LAST ENTRY
~ ~ c. fUt\w
DATE OF CONTRACT TO RENT BOX NUMBER OF BOX
..\.-. W,i.<t~o '"t"n
NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX
a. {NAME)
(CITY) ISTATE) (ZIP COOE)
Mechanicsburg PA 17055
DATE AND TIME OF LAST ENTRY
~~1, lO(.'1'1
TITLE UNDER WHICH BOX IS REGISTERED
~ ~_0~
40).e~ V\ Q. .Jtt\-er
(STREET ADDRESS)
..,,1 l:\..wej-~ f.W~
(CITY) ~':i~ t-9&.<r~TATE)
NAME AND TITLE OF EMPLOYE TAKING THE INVENTORY
&t-~ l,tn'.\,e.r-t - (J~~~-U
b. (NAME)
(STREET AOORESSj
(STATE) (ZIP CODE)
WAS A WILL IN THE BOX? ~=S =NO If yes, CI. Date of will:
b. Name and address of personal representative, if named in the will
(NAME)
[STREET ~~R~tV\ Q. ~ ~ e.\...
4~.(D Jb~
c. Name anG aGGress of at1'omevN!.}any
(NAME)
l iPlH 'oj\i-atM S'~4
;:SHE:T ADDRESS}
!\.JOK......u.t-t..G. . l't'8S
., ~ 1 t~\J ..t4e-h;>( ~ ~\..e'S'r...uU..
(CITY)
\<\. -l,
(STATE)
0<&:6 l-
IZIP COOE)
sk.l~ ~'\-Qc(.'I'\.-
iltlMIV ,
noli
:STATE) (ZIP CODE)
(CITY)
Page of
INSTRUCTIONS
(1) Cash: Report total only.
(2) Stocks: List in detail every cammon or preferred certificate, warrant or other rights found in box. Stocks are
to be designated by name of company, certificate number, date of certificate, name in which stock is registered,
and number of shares and doss of stock.
(3) Obligations of U. S. Government: Number of items, date of issue, face value, names in which registered
and type of ownership, i.e., jointly held, payable on death, etc.
(4) Bonds: Oesignate by name, amount, serial number, or other designation. (Bearer Bonds)
(S) Bank and Savings and Loan Passbooks: State name of depositor, number of book, lad date appearing in
book, name of bank and branch, and balance.
(6) Jewelry, Coins, Stamps, Manuscripts. etc: List and describe as fully as possible.
(7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as
fully os possible.
(8) All other contents.
ITEM ITEM DESCRIPTION
NO.
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I CJ;RTlfY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD IS PERSON RECEIVING COPY OF
: CORRECT AND COMPLETE TO THE BEST OF MY KNOWLEDGE AND BEUEf, SAFE DEPOSIT BOX INVENTORY,
is'Cu-_ f) SIGNATURE
() ra:.
! PRJNT NAM'E -c: PRINT NAME AND CHECK APPROPRIATE BOX aELOw:
. ~~.~
,PRINT7ITlE ~ ,.12-~~ ICHECK APPROPRIATE 'Ox,
\ We,~-\-~ \' "" o Exec:utor(trix) 0 AdrninistrCltoritrix)
p:.-. ~ '").O~( ~ Estate Representative 0 loint o.....ner ;;Jf sare deoosit box
SAFE DEPOSIT BOX INVENTORY
REVM1508 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCETI>X RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ITEM
NUMBER
1
DESCRIPTION
Internal Revenue Service - Federal income tax refund
VALUE AT DATE
OF DEATH
506.00
2
Contents of home and personal property - as per attached
appraisal
260.00
TOTAL (Also enler on line 5, RecaDIIulallon) $ 766.00
(tf more space ts needed, insert additional sheets of the same size)
CopyrIght (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97)
APPRAISAL
Personal Property of 111tZ..JVPJG b' (<. 0 Ii P..)4E -L'::s7/'JJC-
Appraised by Chuck E. Bricker AU094-L Date b.. - :L7 -() u
ITEM VALUE ITEM VALUE
S J'c. ,861 I! }1C:::;I.HTc- L~o 40
COLD" PDR...--nJ SlJ,O,)
;\1(C!...b IVA-n~ 2600
tz~cLIt.1d- /6,tJo
. ~ LAMfS Cd~
.2 ~I /lNd .s S,OD
D/L. -/J./g 36.do
M/<L SMklL fI()uS~.JIOLJ 2.6,0 j)
JI, '6 . &0 I1J'TAL AjJjJl<AISAL
.
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4(/0 <14-.4.
REV-1S09EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marjorie E. O'Rourke
SCHEDULE F
JOINTL V-OWNED PROPERTY
SSfF 159-01-7576
12/17/2000
FILE NUMBER
21-01-0290
If an asset was made joint within one year of the decedent's date of death, It must be reported on Schedule G.
A.
SURVIVING JOINT TENANT'S) NAME
Joseph C. Ritter
ADDRESS
737 Haverford Ave.
Maple Shade, NJ 08052
RELATIONSHIP TO DECEDENT
Son
B.
c.
JOINTLY-OWNED PROPERTY,
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM OR JOINT MADE Include name of flnanclallnstltutlon and bank DATE OF DEATH DECO'S VALUE OF
account number or similar Identifying number.
NUMBER TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST bECEDENT'S INTEREST
1 A 07/11/67 Members 1st Federal Credit 6,054.25 50.00% 3,027.13
Union - Regular Savings
Account No. 9568-00, date
of death balance $6,046.67,
accrued interest $7.58
2 A 04/02/86 Members 1st Federal Credit 31,426.21 50.00% 15,713.11
Union - Investment Savings
Account No. 9568-05, date
of death balance
$31,365.58, accrued
interest $60.63
3 A 07/01/67 PNC Bank, N.A. - Checking 84,473.95 50.00% 42,236.98
Account No. 5140047858,
date of death balance
$84,450.47, accrued
interest $23.48
TOTAL (Also enter on line 6, Recapitulation) $ 60,977 . 22
(If more space is needed insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
Form REV-1509 EX (Rev. 1-97)
Members'-;:.
FEDERAL CREDIT UNION
INSURANCE DEPARTMENT
5000 LOUISE DRIVE
P. O. BOX 40
MECHANICSBURG, PA 17055
1 -800-283-2328 or (717) 697-1161
.
February 13, 200 I
James D. Bogar
One West Main Street
Shiremanstown, PA 17011
RE: Estate of Marjorie E. O'Rourke
SSIN 159-01-7576
Dear Mr. Bogar,
Enclosed is the information requested in your letter of January 12, 2001 regarding the accounts
held with Members I" by Marjorie O'Rourke.
Please be advised that the regular savings account afford a plan of life insurance with a maximum
benefit of $4,000. We have repeatedly requested a death certificate from Joseph Ritter to facilitate claim
submission. Please forward at your earliest convenience and allow 6-8 weeks for claim processing.
You may contact me at 795-5131 should you have any questions or require additional
information.
Enclosure
Metnbers"'"
FEDERAL CREDIT UNION
"
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Created
INVESTMENTS SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interst
Name of Joint Owner
Date Joint Ownership Created
Estate of: MARJORIE E. O'ROURKE
Date of Death: 12/1712000
Social Security Number: 159-01-7576
9568-00
07/1I!1967
$6,046.67
$7.58
$6,054.25
Joseph C. Ritter
07/1I!1967
9568 -05
04/02/1986
$31,365.58
$60.63
$31,426.21
Joseph C. Ritter
04/02/1986
INSURANCE DEPARTMENT
5000 LOUISE DRIVE
P. O. BOX 40
MECHANICSBURG, PA 17055
1-800-283-2328 or (717) 697-1161
tJM ERS 1ST
~tt1I.
enise A. Ande
Insurance Products Supervisor
February 13, 2001
FEB-12-2001 16:24
PNCB~NK CIF DEP~RTMENT
412 705 0057 P.01/02
0PNCBAN<
Decedent Reporting
Firstside Center
500 First A venue, 4th Floor
Pittsburgh, PA 15219.3128
/SCP
February 12, 2001
James D. Bogar
Attorney at Law
One West Main Street
ShiremanstoWn, PA 17011
RE: Estate of Marjorie E. O'Rourke, Deceased
SSN: 159-01-7576
000: 12/1712000
Dear Mr. Bogar:
Please find the date of death balances you have requested listed below.
CHECKING ACCOUNT
1115140047858
Established 07/01/1967
MARJORIE E OROURKE
JOSEPH C RITTER
DOD Balance: $84,450.47 + $23.48 accrued interest
SAFE D:f:l'QSIT BOX
#471
Established 01/23/1987
MARJORIE E OROURKE
Located:
Windsor Park Branch
5288 Simpson Ferry Road
Mechanicsburi. P A 17055
(717) 697-3001
Page 1 of2
A mem~ of The PNC Financial ServICf:5 Group
PNC B4nk NA Pittsburgh Pc:nnwlvania 15265
'FEB-12-2001 16:24
PNCBANK CIF DEPARTMENT
412 705 0057 P.02/02
~PNCBAN<
Our office only provides date of death balances for IRA's, CD's, Checking and
Savings acconnts. We do NO Financial Transactions or Statement Orders. For
Further information please call1-800-4-BANKER or your loeal PNC Branch and
ask to speak with a Finandsl Services Representadve.
Sincer:~./":~
c;.. ~ Af1I': ~
Erica A. Bishop
1-800-762-1775
Page 2 of2
A member of The PNC Financial Serviccs Group
fiNe B<ink NA Pittsburgh P~nnsvlvania 15265
TOTAL P.02
REV-1S11 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAl EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Marjorie E. O'Rourke
Debts of decedent must be reported on Schedule I-
ITEM
NUMBER
A.
B.
SSfl 159-01-7576
FILE NUMBER
21-01-0290
12/17/2000
DESCRIPTION
AMOUNT
FUNERAL EXPENSES,
1.
ADMINISTRATIVE COSTS,
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City
State
Zip
Year(s) Commission Paid:
2.
3.
Attorney's Fees James D. Bogar Esquire
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
2,100.00
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Chuck Bricker, Auctioneer - Personal property appraisal fee
30.00
2
Malin and Murphy Financial and Tax Service - Preparation of 2000
federal and state income tax returns
172.00
3
RESERVES: Costs to conclude administration of Estate including
filing fee for PA Inheritance Tax Return and Inventory and
related matters
150.00
TOTAL (Also en!er on line 9. Recapo"la!'on) S 2,452.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1S11 EX (Rev. 1-97)
REV.1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Marjorie E. O'Rourke
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SSfl 159-01-7576
12/17/2000
FILE NUMBER
21-01-0290
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
Blue Ridge Chateau - Room rental fee
AMOUNT
1,975.78
2
Community Lifeteam Inc - Wheelchair van transportation
40.00
3
East Pennsboro Ambulance Service, Inc. - Wheelchair van
transportation
60.00
4
Verizon - Telephone bill
47.81
5
West Shore Emergency Medical Services - Wheelchair van
transportation
95.70
TOTAL (Also enler on line 10, Recap~ulalion) $ 2,219.29
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
AEV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHEAITANCETAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mariorie E. O'Rourke
SCHEDULE J
BENEFICIARIES
SSfj 159-01-7576
12/1712000
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [Include outright spousal distributions, and
transfers under Sec. 9116(a}( 1.Z)]
Joseph C. Ritter
737 Haverford Ave.
Maple Shade, NJ 08052
RELA IIONSHIP TO UEC~"lENT
Do Not List T,ustoe{s)
1
Son
FILE NUMBER
21-01-0290
AMOUNToR SHARE
OF ESTATE
Rest, residue
and remainder
of Estate
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S
(If more space is needed, insert additional sheets of the same size)
Copyright (c) ZOOO ferm software only The Lackner Group, Inc.
0.00
Fe,m REV-1513 EX (Rev. 9-00)
1!LClsl 3II1Iill Club illeslClmeul
OF
MARJORIE E. O'ROURKE
I, MARJORIE E. 0' ROURKE, of Lo...r Allen Township, Currioerland Cotmty,
Pennsylvania, !rake, publish and declare this as and for my Last Will and TestaI1El1t,
hereby revoking all other Wills and Codicils heretofore rrade by lIE.
FIRST: I direct the payment of all my just debts and funeral expenses,
including my grave marker and all expenses of my last illness, shall be paid frcrm
my residuary estate as soon as practical after my decease as a. part of the ex-
penses of the achnini.stration of my estate.
SEa:MJ: I devise and bequeath all the rest, residue and rerrainder of my
estate of whatever nature and v.herever situate. together with any insurance
.~
1
\\"l
policies thereon, unto my son, JOSEPH C. RITlER.
THIRD: Should my son, Joseph C. Ritter, predecease lIE, I devise and
bequeath all the rest. residue and remainder of my estate of whatever nature and
wherever situate, together with any insurance p:>licies thereon, unto DAISY E. M:X:ER
of 30 Cherry Street, Ih1trose, pennsylvania 18801 and MARY E. 1J1JNN, of 37 Third
Street, Towanda. PeImSylvania 18848, or the s\ttVivor thereof, in equal shares.
FOUR1H: In addition to all powers granted to them by law and by other
~ pmvisions of this Will, I give the fiduciaries acting hereunder the following
powers. applicable to all property. exercisable without court approval and effec-
~
'1 (A) To sell at public or private sale. or to lease. for any period of
$.. tirre. any real or personal property and to give options for sales. exchanges or
tive until actual distribution of all property:
es. for such prices and upon such terrrB or conditions as are deered proper.
(B) To partition, subdivide. or inprove real estate and to enter into
'- agrearents concerning the partitiDn. subdivisi~. iInpro\TeIrEnt, zoning or management
of real estate and to impose or extinguish restrictions on real estate.
(C) To c.orrpromise any claim or controversy and to abandon any property
which is of little or no value.
,l
~
(D) To invest in all fonns of property, including stocks, canron trust
ftnds and rrortgage investrrent funds. withoot restriction to investments authorized
for Pennsylvania fiduciaries. as are deerred proper. without regard to any principle
of diversification, risk or productivity.
(E) To exercise any option, right or privilege granted in insurance
policies or in other investIrents.
(F) To exercise ;my election or privilege given by the Federal and
other tax laws. including. but not necessarily being limited to, personal incorre,
gift and estate or inheritance tax laws.
(G) To make distributions to my herein I1BIIEd beneficiaries in cash or in
kind or partly in each.
FlFIH: I direct that all inheritance, estate. transfer. succession
and death taxes, of <my kind whatsoever, which may be payable by reason of my
death, whether or not with respect to property passing mder this Will, shall be
paid out of the principal of my residuary estate.
SIX1H: All interests hereunder, vtlether principal or incorre, while
undistributed and in the possession of the fiduciaries acting hereunder, even
though vested or distributable. shall not be subject to attachment. executicm or
sequestration fox any debt. contract, obligation or liability of any beneficiary,
and fl..tr:-thernore. shall not be subject to pledge, assigrment, conveyance or 8I1ti-
cipation.
SEVENTII, I naninate and appoint my son, JOSEPH C. RIITER, Executor of
this, my Last Will and Test~t. In the event of the death. resignation or in-
ability to serve for any reason whatsoever of the said Joseph C. Ritter. I naninate
and appoint Cll'ID BANK, N.A., of New Cunberland, Pennsylvania, Executor of this, my
last Will and Testarrent. I hereby relieve my Executor fran the necessity of post-
ing security in cormection with his duties as such in any jurisdiction in iliich he
may be called upon to act insofar as I am able by law to do so.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my
Last Will and Testammt, this (; tlday of' )~,J'",( , 1985.
J) (
J .t. ",
,- .' ~ '2) J t.'_l' (
l1!il'Jorie E.
1':1 )
, (
0' Rourk[;'
" ' (SEAL)
Signed. sealed, published and declared by the above nan:ed Testatrix as
d for her Last Will and TestanEnt in our presence, who. at her request, in her
resence and in the presence of each other. have hereooto subscribed our narres as
ttesting witnesses.
/l'Ulj.ill3e7'kll J
I ~ (j .
c?f.i.l d. 11';u~,yI'-
-2-
~
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Marjorie E. O'Rourke
Date of Death:
12/17/2000
Will No.
21-01-0290
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. I f the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. I f the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date: 09/11/01
(j~Rh~
James D. Bogar, Esquire
Name (Please, type or print)
One West Maln St.
Shiremanstown, PA 17011
Address
(717) 737-8761
Tel. No.
Capacity: Personal Representative
(MAH:rmf/AM3)
x Counsel for personal
representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
BOGAR JAMES D
1 W MAIN STREET
SHIREMANSTOWN, PA 17011
__n____ fold
ESTATE INFORMATION: SSN: 159-01-7576
FILE NUMBER: 21-2001- 0290
DECEDENT NAME: O'ROURKE JMARJORIE E
DATE OF PAYMENT: 09/13/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 12/17/2000
NO. CD 000262
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $75.24
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: JOSEPH CRITTER
C/O JAMES D BOGAR ESQUIRE
CHECK# 141
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
THIS RECEIPT REPLACES CD 00055 and CDO0056
$75.24
MARY C. LEWIS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
RECEIVED FROM:
BOGAR JAMES 0
1 W MAIN STREET
SHIREMANSTOWN, PA 17011
-------- fold
ESTATE INFORMATION:
SSN:
FILE NUMBER:
DECEDENT NAME:
DATE OF PAYMENT:
POSTMARK DATE:
COUNTY:
DATE OF DEATH:
REMARKS: JAMES H MACALLISTER
CHECK# 594
SEAL
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11-96)
NO. CD 000255
ACN
ASSESSMENT
CONTROL
NUMBER
101
159-01-7576
TOTAL AMOUNT PAID:
INITIALS: SK
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
21-2001- 0290
O'ROURKE MARJORIE E
09/13/2001
THIS RECEIPT IS BEING REPLACED WITH CD ~O$6
REGISTER OF WILLS
AMOUNT
$40.92
$40.92
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11-96)
NO. CD 000256
BOGAR JAMES 0
1 W MAIN STREET
SHIREMANSTOWN, PA 17011
ACN
ASSESSMENT
CONTROL
NUMBER
-------- fold
101
ESTATE INFORMATION:
SSN:
159-01-7576
FILE NUMBER:
DECEDENT NAME:
21-2001- 0290
O'ROURKE MARJORIE E
DATE OF PAYMENT:
POSTMARK DATE:
COUNTY:
DATE OF DEATH:
TOTAL AMOUNT PAID:
REMARKS: JOSEPH CRITTER
C/O JAMES 0 BOGAR ESQUIRE
CHECK# 141
SEAL
INITIALS: SK
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
* TIUS RECEIP'I' IS BEING REPLACED WITH CD 00062
AMOUNT
$75.24
$75.24
\. /b-c:2/?-/O
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JAMES D BOGAR ESQ
1 W MAIN ST
SHIREMANSTOWN PA 17011
10-29-2001
OROURKE
12-17-2000
21 01-0290
CUMBERLAND
101
*'
REY-15~7 EX AFP 112-DD)
MARJORIE
E
Allount RelliUed
CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
766.00
60.977.22
.00
(8)
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV =is4-j-E3fAFP-nz=ooY-No;--icE--oF-YNHEifiTAi'-cE-;-Ax-APPRA-isEi'-iNT~--Ai:.'rOWAi'-CE-(fR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF OROURKE MARJORIE E FILE NO. 21 01-0290 ACN 101 DATE 10-29-2001
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(9)
(10)
2.452.00
NOTE: To insure proper
credit to your account.
subllit the upper portion
of this forll with your
tax paYllent.
61.743.22
4.671 ?9
57.071.93
.00
57.071. 93
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rat. (17)
18. Allount of Lin. 14 taxable at Collateral/Class B 'rat. (18)
19. Principal Tax Due
2.219.29
(11)
(12)
(13)
(14)
.00 X 00 = .00
57.071.93 X 045 = 2.568.24
.00 X 12 = .00
.00 X 15 = .00
(19)= 2.568.24
TAX CRI='DITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-15-2001 AA478159 124.65 2.368.35
09-13-2001 CDOO0262 .00 75.24
TOTAL TAX CREDIT 2.568.24
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
· IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A ..CREDIT" (CR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
/ ~./c2/7 -/d:V
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*'_'~I
"
.. t/
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
Recore,_:
Re"';'-.-1
~~j" . .
REY-1607 EX AFP 112-00l
.02 JAN 25
01
DATE
':liiS ESTATE OF
DATE OF DEATH
P 2 '04 FILE NUMBER
'.. COUNTY
ACN
12-24-2001
HARTZ
02-27-2001
21 01-0291
CUMBERLAND
101
ERMA
M
DIANE G RADCLIFF ESQ
~::~ ~~~~DLE RD PA 17€~~ben'~L;
Allount Rellitted
FA
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=ii.'ifj-E,3f-AFP--fi'2-=ooY------...--iNiiERITANCE--YA3f-SYjrfEHE-tiY-O"F-AC-Couiff--...---------------------
ESTATE OF HARTZ ERMA M FILE NO. 21 01-0291 ACN 101 DATE 12-24-2001
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYMENTS. THE CURRENT BALANCE. AND. IF APPLICABLE.
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-19-2001
P R I NCI PAL TAX DUE: ...........................................................................................................................................................................................................................
1.703.00
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-23-2001 AA496643 85.15 2.257.00
12-06-2001 REFUND .00 639.15-
TOTAL TAX CREDIT 1.703.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1.
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR).
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )