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Home My WebLink About01-0759 I'_,)S()~ I~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ROGER B IRWIN ESQ IRWIN ETAL 60 W POMFRET ST CARLISLE 'PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-01-2001 CARBONE 12-02-2000 21 01-0759 CUMBERLAND 101 )Ji- c *' REY-1547 EX AFP elZ-OIl JOSEPH S Mount Re..Uted 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 ~ RE-Y=is4j-ix--AFP-fiz-:oOr-NOT"icE--OF-'rNHER-iTANCi-T"Ai-APPRAiiiMENT~--AiLOWANCi-oi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CARBONE JOSEPH S FILE NO. 21 01-0759 ACN 101 DATE 10-01-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will r~lect figures that include the total of !bb returns assessed to date. ASSESSMENT OF TAX: IS. A.ount of Line 14 at Spousal rate (IS) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. ADount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due, 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. Hortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly OWned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets Cl) (2) (3) (4) (Sl (6) (7) .00 .00 .00 .00 .00 .00 996.99 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage liabilities/liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/GovernMental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) elO) 2,572.00 .00 (11) (12) el3) Cl4) NOTE: .00 X 00 = .00 X 045= .00 X 12 = .00 X 15 = NOTE: To insure proper credit to your account, sub.it the upper portion of this form with your tax payment. 996.99 ?572 00 1,575.01- .00 1,575.01- Cl9)= .00 .00 .00 .00 .00 TAX CREDITS: PAYHENT RECE-XPT DISCOUNT (+) AHOUNT PAID DATE NUttBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 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 $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) C H E C K OFFICIAL USE ONL Y REV -15~0 EX '{6-00\ REV-1500 II/J- 'l ~D - /A - INHERITANCE TAX RETURN FILE NUMBER COMMONWEALTH OF PENNSYLVANIA 21-01- 1S'l DEPARTMENT OF REVENUE RESIDENT DECEDENT DEPT. 280601 COUNTY CODE YEAR NUtq...~-~ HARRISBURG, PA 17128-0601 ,,1::,.. .:t.... DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER D E Carbone Joseph S. 359-07-3601 C DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH IMM-DD- YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE E D 12/02/2000 09/19/1921 REGISTER OF WILLS E lIF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER N T ...! 1. Original Return 2. Supplemental Return B 3. Remainder Return Wrf~; t~f ~i~{t82) ~ APB 4. Limited Estate ~ 4a. Future Interest Compromise (date of death after 12-12-82) 5. Federal Estate Tax Return ReqUire'] pRL - ~ 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes plO '-- - RAC (Attach copy of Will) (Attach copy of Trust) OTK 0 9. 010. 0 11. Election to tax under Sec. 9113IA', ES Litigation Proceeds Received Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) (Attach Sch 0) "'nos.$eC:JtQI'tNl.J$lTI,jEQ()t.4plJE'J'EQ.;.U.t:ORRE$Pij"QI:"~.'l.~FJbe:"",IALiDJ'AX'.NFQRNAT1Q".Sfi()UI..P'SE.OjRECTEO',TO: P NAME ICOMPLETE MAILING ADDRESS C I 0 0 Roger B. Irwin Esq. 60 West Pomfret Street R N FIRM NAME (If Applicable) Pomfret Professional Bldg. R D West E E IRWIN McKNIGHT & HUGHES Carlisle, PA 17013 S N T TELEPHONE NUMBER 717/249-2353 1. Real Estate (Schedule A) (1) None OFFICIAL USE ONLY 2. Stocks and Bonds (Schedule B) (2) None ~ 3. Closely Held Corporation, Partnership or (3) None A~ ~- Ib-0 \ Sole-Proprietorship Cw 4. Mortgages & Notes Receivable (Schedule D) (4) None R 5. Cash. Bank Deposits & Miscellaneous Personal Property (5) None E (Schedule E) C A 6. Jointly Owned Property (Schedule F) (6) None P 0 I Separate Billing Requested T 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 996.99 U L (Schedule G or L) A T 8. Total Gross Assets (total Lines 1 -7) (8) 996.99 I 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 2,572.00 0 N 10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I) (10) None 11. Total Deductions (total Lines 9 & 10) (11 ) 2,572.00 12. Net Value of Estate (Line 8 minus Line 11) (12) (1,575.01) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) made (Schedule J) -.. 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) (1,575.01) C SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 0 M T P 15. Amount of Line 14 taxable at the spousal tax U A T rate, or transfers under Sec. 9116(a)(1.2) X 0 0 (15) 0.00 X A 16. (1,575.01) 45 (16) 0.00 T Amount of Line 14 taxable at lineal rate X .0 I - (17) 0 17. Amount of Line 14 taxable at sibling rate X .12 0.00 N 18. Amount of Line 14 taxable at collateral rate X .15 (18) 0.00 19. Tax Due (19) 0.00 20. n rQ*:I~qt<H~~~.~F.YQ~A~E~Ql.I~$1"N~i~~E~"~Qtf~C)VI!l~P~Y~Et{J'1 >>."Be:.$lJRE.T(),.AN$WER"'ltQUESTIONSO"'.flEV~SESIDE.ANO.,'T().aECHEeJ{.MATH'.i<.< Copyright (c) 2000 form software only The Lackner Group, Inc, Form REV-1500 EX (Rev. 6-00) REV-1SI0 EX.. (1-97) 4 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Joseph S. Carbone SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY SS!! 359 - 07 - 3601 12/02/2000 FILE NUMBER 21- 01- This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. DESCRIPTION OF PROPERTY %OF ITEM RELA'r~8~M~I~ t~b~~~5~Mr~J~~~1fIT~EJF t~i~'\FER. DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE NUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) 1 Members First Federal 991.96 991.96 Credit Union; savings account - Linda L. Walker; daughter; 04/18/2000 2 Members First Federal 3,005.03 3,000.00 5.03 Credit Union; checking account - Linda L. Walker; daughter; 04/18/2000 TOTAL (Also enter on line 7, Recapitulation) $ 996.99 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1510 EX (Rev. 1-97) REV-1S1' ex .(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Joseph S. Carbone Debts of decedent must be reported on Schedule I. ITEM NUMBER A. B. SSff 359-07-3601 12/02/2000 FILE NUMBER 21-01- DESCRIPTION AMOUNT 1 FUNERAL EXPENSES: Jeffreys Floral Connection 106.00 2 Ronan Funeral Home 1,706.00 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 IRWIN McKNIGHT & HUGHES 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 750.00 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs Register of Wills - filing fee 10.00 TOTAL (Also enter on line 9, Recapitulation) $ 2,572.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) . LAST WILL AND TESTAMENT I, JOSEPH CARBONE, of Lower Mifflin Township, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament. hereby expressly revoking all Wills and Codicils heretofore made by me. 1. I direct my executrix to pay all of my debts, tuneral and administrative expenses as soon as may be done conveniently after my decease. 2. I authorize and empower my executrix to sell any realty owned by me at my death and not specifically devised herein, at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do if living. 3. I give, devise and bequeath all of my estate of every nature and wherever situate as follows: (a) given by me to her, (b) (c) (d) (e) I/STH to Linda L. Walker, to be distributed in accordance with instructions 1/STH to Linda L. Walker, lISTH to Mary Beth LeGrand, 1/STI! to Joseph Carbone, and 1ISTH to David Carbone 4. I nominate and appoint Linda L. Walker to be the executrix of this my Last Will and Testament, she is to serve as such without bond. Should she die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and appoint Jerry W. Walker, as substitute executor, also to serve as such without bond, with the same powers as are given herein to my executrix. 5. I hereby suggest that my personal representative retain the services of Irwin. McKnight & Hughes, as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 3.:!~ day of October, 2000. ~ ~.&.<_,..JSEAL) JOS PH CARBONE Signed, sealed, published and declared by JOSEPH CARBONE, the Testator above named, as and for his Last Will and Testament, in the presence of us, who, at his request, in his presence and in the presence of each other have subscribed our names as witnesses hereto. r>fZy// 8'$~ ~d%J1JJP(/ 2 ~ ACKNOWLEDGMENT AND AFFIDAVIT \VE, JOSEPH CARBONE, CHERYL L. CLELAND and MARTHA L. NOEL. the testator and witnesses respectively, whose names are signed to the foregoing instrument. being first duly sworn. do hereby declare to the undersigned authority that the testator signed and executed the instrument as his Last Will, and that he had signed willingly, and that he executed it as his free and voluntary act for the purpose herein expressed, and that each of the witnesses. in the presence and hearing of the testator, signed the Will as a witness and that to the best of their knowledge the testator was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. 1Et~ ~~ J EPH ARBON~ r:~~ . .~ CHER L. CLELAND 1ftadf{);( ~ M RTHA L. NOEL COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by, JOSEPH CARBONE, the testator herein and subscribed and sworn to before me by CHERYL L. CLELAND and MARTHA L. NOEL, witnesses, this ~r day of October, 2000. /) . dL-- ,) Not . Seal ~oger 8. Irwin, Notary Public CarlIsle ~o~o, Cumberland County My Commission Expires Oct. 3, 2004 Member, Pennsylvania Association of Notaries MembersJ FEDERAL CREDIT UNION INSURANCE DEPARTMENT 5000 LOUISE DRIVE P. O. BOX 40 MECHANICSBURG. PA 17055 I -800-283-2328 or (717) 697-1161 February 13, 200 I Roger B. Irwin Irwin, McKnight & Hughes West Pomfret Professional Building 60 W. Pomfret Street Carlisle, PA 17013-3222 RE: Estate of Joseph S. Carbone SSIN 359-07-3601 Dear Mr. Irwin, Enclosed is the information requested in your letter of January 17, 2001 regarding the accounts held with Members 1st by Joseph Carbone. Please forward a death certificate so that we may complete our file. You may contact me at 795-5131 should you have any questions or require additional information. try~t~ '?ft- D nise A. Anders Insurance Products Supervisor Enclosure MembersJ FEDERAL CREDIT UNION INSURANCE DEPART;\mNT 5000 LOUISE DRIVE P. O. BOX 40 MECHANICSBURG. PA 17055 I -800-283-2328 or (717) 697 -ll6t 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 YTD Accrued Interest to Date of Death Name of Joint Owner Date Joint Ownership Created 193085 -00 04/18/2000 $991.89 $.07 $991.96 $.96 Linda L. Walker 04/18/2000 CHECKING ACCOUNT: Account Number/Suffix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interst YTD Accrued Interest to Date of Death Name of Joint Owner Date Joint Ownership Created 193085 -11 04/18/2000 $3,005.03 $.00 $3,005.03 $20.14 Linda L. Walker 04/18/2000 IT UNION February 13,2001 Estate of: JOSEPH S. CARBONE Date of Death: 12/02/2000 Social Security Number: 359-07-3601