Loading...
HomeMy WebLinkAbout07-06-05 Glenda Farner Strasbaugh RegIster of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: Estate of: Estate No: 437 7/6/2005 Catherine M Epplev 21-2005-0269 KEITH 0 BRENNEMAN 44 WEST MAIN STREET vz MEGIANIClBURG, PA 17055 Qty 1 Fee Description Additional Probate Fee Total 25.00 $25.00 Total: $25.00 Cliecks should be made payable to the Register of Wills. Tenns: Net 30. Please return one copy of this invoice with your payment. Thank you. IlEV-l500EX(IKlO) REV-1500 . COMMONWEALTH OF PENNSYLVANIA . DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21-05 COUNTY CODE YEAR o 0 2 6 9 -NUUBER--- I- Z W C W U W C DECEDENrs NAME (LAST, FIRST, AND MIDDLE INITIAL) Eppley, Catherine M. DATE OF DEATH (MM.QD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 168 24 4988 11-17-1929 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Eppley, Robert M. SOCIAL SECURITY NUMBER W Ie lI::~cn U .", w"U :rag ofm .. 0( 00 1. Original Return D 4. Umited Estate CXJ 6. Decedent Died Testate {AIIach oopy of Will) D 9. Litigation Proceeds Received o 3. Remainder Return (dale of dealh ~ 10 12-13--82) o 5_ Federal Estate Tax Return Required -0- 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Al1achSch0) o 2. Supplemental Return o 4a. Future Interest Compromise (dale oIdealh after 12-12-82) o 7. Decedent Maintained a living Trust (AIIach copy ofTrusl) o 10. Spousal Poverty Credit (dale 01 (!ealh between 12-31--91 and 1.1-95) NAME Keith o. Brenneman, Esquire FIRM NAME (1IAppicabkt) COMPLETE MAILING ADDRESS . ~n~lh~~Ar ~ Rrpnn~ma~ TELEPHONE NUMBER 44 W. Main Street Mechanicsburg, PA 17055 z o ~ :J !:: D. <C U W II:: 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 Jointiy Owned Property (Schedu~ F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total 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 tax has not been made (Schedu~ J) -0- (1) (2) (3) (4) (5) 4.645.20 2,470.51 (6) 4,450.16 (II -0- (8) 11,565.87 15,067.59 (9) - .J (10) (11) (12) (13) 15,067_59 0,501.72) 14. Net Value Subject to Tax (Line 12 minus Une 13) (14) SEe INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o !;( ... :J D. ::E o U ~ 15. Amount of Line 14 taxable at the spousal tax rate, Q( transfers under Sec. 9116 (a)(1.2) x.O ___ (15) x.O_ (16) x .12 (17) x .15 (18) (19) -0- 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 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Complete Address: STREET ADDRESS 5_W MirldlesP-Y Drive CITY Carlisle STATE l' A liP l7013-- Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPaymen1s A. Spousal Poverty Credit B. Prior Payments C. Discount (1) -0- Total Credi1s (A+ B + C) (2) 3. interesllPenalty if applicable D.lnterest E. Penalty TotallnterestlPenalty ( 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 Une 20 10 requesla refund (4) 5. 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) -0- Make Check Payable to: REGISTER OF WILLS, AGENT 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 transfenred;.......................................................................................... 0 ~ b. retain the nght to designate who shall use the property transferred or its income; ............................................ 0 ~ c. retain a reversionary interest; or,......................................................................................................................... 0 g d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 1QlJ 2. If death occurred after December 12. 1 982, did decedent transfer property within one year of death without receiving adequate consideration? ......................................................... ...................................... ............. 0 1QlJ 3. Did decedent own an "in trust for or payable upon death bank acoountor secunty at his or her death?.............. 0 1QlJ 4. Did decedent own an Individual Retirement Acoount, annuity, or other non-probate property which contains a beneficiary designation? ...................... ...................................................................................... .......... ij 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of pe~Llry, t declare that I have examined this return. indudlng acoo~ schedUles and statel1"ems. and to the beSt of my knowledge and banet, it is !rue, correct and complete. Declaralion ofpreparerothBflhan the personal representative is based on all informalion of which preparer has any knowledge. SO III RETURN , Executor DATE '7/~/o> ( I ADDRESS 63 Beagle Club Road Carlisle, PA 17013 SIGNATUR~F~;;~ER OTHER THAN REPRESENTATNE ~_'rrV1~ ADDRESS 44 W. Main Street, Kechanicsburg, 1'A 17055 DATE 4~q~L_- -- 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 surv'lving spouse is 3% [72 PS. &9116 (a) (1.1) (i)]. For dates of death on Dr after January 1,1995, the tax rate Imposed on the net vaiue of transfers to or for the use of the surviving spouse is 0% [72 P.S. &9116 (a) (1.1) Iii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disdosure 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 parenl, or a stepparent of the child is 0% [72 P.S. &9116(a)(I.2)]. The taxrate imposed on the net vaiue of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. S9116(1.2) [72 P.S. s9116(a)ll)]. The tax rate imposed on the net value of transfers to or for the use of \he decedent's siblings is 12% [72 P.S. s9116(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.1502 EX+ (6-98) .. COMMON\NEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF Ca~herine M. Eppley All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which Is Jolntly-owned with right of survivorship must be disclosed on Schedule F. FILE NUMBER 21-05-0269 ITEM NUMBER ,. DESCRIPTION Undivided one-half interest as tenant in common of that certain parcel or tract of land consisting of one (1) acre loca~ed in S~ewardson Township, Po~~er Coun~y, more fully described in Po~~er Coun~y Deed Book Volume 229, Page 849. (To~al Value: $9,290.40) VALUE AT DATE OF DEATH $4,645.20 TOTAL (Also enter on line 1, Recapitulation) $ 4,645.20 (If mrn-e &pace is needed, insert additiOflal sheets of the same size) REV-150' EX+ (6-98) .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Catherine K. Eppley Include the proceeds of fitigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. FILE NUMBER 21-05-0269 [TEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Sovereign Bank checking account No. 1691026328: 1,225.18 2. Sovereign Bank Certificate of Deposit No. 1695333508: 1,063.34 3. Engagement ring and wedding band: 181. 99 TOTAL (Also enter on line 5, Recapitulation) $ 2,470.51 (If more space is needed, insert additional sheets of the same size) REV."O. EX+ <6-... COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Catherine H. Eppley FILE NUMBER 21-05-0269 If an asset vns made joint within one year of the decedent', date of death, It must be reported on Sehadule G. SURVIVING JOINT TENANT(S) NAME A. Robert M. Eppley B. C. ADDRESS 175 W. Middlesex Drive Carlisle, PA 17013 RELATIONSHIP TO DECEDENT Surviving Spouse JOINTLY-OWNED PROPERTY: LETTER DP,TE DESCRIPTION OF PROPERlY %OF DATE OF DEATH ITEM FQRJOINT "AOE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMilAR DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH CEED FOR JOINTLY-HELO REAL ESTATE. VAlUE OF ASSET INTEREST DECEDENT'S INTEREST ,. A. Sovereign Bank Certificate of 8,900.32 50% 4,450.16 2/28/8 Deposit No. 1695214146 TOTAL (Also enter on line 6, Recapitulation) $ 4,450.16 (If more space is needed, insert additional sheets of the same size) REV-"'0 EX- (6-98* COMMON\llJEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Catherine H. Eppley FILE NUMBER 21-05-0269 This schedule must be oompteted and filed if the answer to any of questions 1 through 4 on the reverse skle of the REV-1500 COVER SHEET is yes DESCRIPTION OF PROPERTY ITEMER INCLUDE THE ~E OF THE TRANSFEREE, THBRRELATIONSHlPTO oeceoeN'l" AHO DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBE THE DATE OF TIWlSFER. ATTACH A COPY Of THE DEED FOR REAl ESTATE VALUE OF ASSET INTEREST (IFAPPl.ICABLE) VALUE ,. Baltimore Life Insurance Policy, 2,109.84 100% 100% -0- beneficiary: Robert M. Eppley (surviving spouse) . Date of transfer: March 11, 2005 TOTAL (Also enter on line 7 Recapitulation) $ -0- (Ii more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Catherine M. Eppley FILE NUMBER 21-05-0269 Debts of deeedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1- Hoffman-Roth Funeral funeral Home - expense $8,434.81 2. Westminster Cemetery - grave opening/closing fee 1,104.00 3. Church luncheon - to Carlisle First Church of God 100.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) waived Social Security Number(s)/EIN Number of Pe~onal Representative(s) Street Address City State _Zip Year(s) Commission Paid: 2. Attorney Fees Snelbaker & BrenneDl3.n, P.C. 1,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant Robert M. Eppley 175 w. Middlesex Dr1ve Street Address City Carlisle Stale~Zip 17013 Relationship of Claimant to Decedent surv1v1ng spouse 4. Probate Fees to Register of wills 71.00 5. Accountant's Fees, filing fees, miscellaneous costs (reserve) 500.00 6. T~ 7. Advertise grant of letters testamentary: a. Cumberland Law Journal 75.00 b. The Patriot News 219.18 8. Appraisal fee for jewelry to Line & Line 63.60 TOTAL (Also enter on line 9, Recapitulation) $ 15,067.59 (If more space is needed, insert additional sheets of the same size) R'V-15138<'(9-00) .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES Catherine M. Eppley FILE NUMBER 21-05-0269 ESTATE OF NUMBER I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS ~ncJude outright spousal distributions, and transfers under s.c. 911B (a) 1'.2',) Robert M. Eppley, Jr. 63 Beagle Club Road Carlisle, PA 17013 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE Son lnterest 1n real estate (see Schedule A) ($4,645.20) 2. Cynthia J. Bowermaster 55 Beagle Club Road Carlisle, PA 17013 Daughter Jewelry (see Schedule E.3) ($181.99) 3. Robert M. Eppley 175 W. Middlesex Drive Carlisle, PA 17013 Surviving Spouse Residue of Estate ENTER DOllAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH lB, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS DN LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) LAWOFFICE$ SNELSAKF R BRENN,",l,' .M Be SPARI, LAST WILL AND TESTAMENT OF CATHEIUNE M. EPPLEY I, CATHERINE M. EPPLEY, o[Middlesex Township, Cnmberland County, Pelillsylvania, being o[ sound and disposing mind, memory and understanding, do hereby make, publish and dcclare this as and for IllY Last Will and Testament, hereby revoking and making void any and all wills by IlIC at any time heretofore IlIade. I. I direct that all my debts and [uneral expenses be paid as soon as practical after my death by my Executor hereinafter named. I direct that all taxes that may be assessed as a consequence of my death shall be paid from my residuary estate as part of the. expenses of the administration of my estate. 2. I give my engagement ring and wedding band to my daughter, CYNTHIA J. \OWERMASTER. 3. I give all of my right, title and interest in and to the hunting canlp property owned by me and located in Poller County, Pennsylvania to my son, ROBERT M. EPPLEY, JR. 4. All the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to my husband, ROBERT M. EPPLEY, provided he shall survive me by a period of sixty (60) days. 5. In tlle event my said husband, ROBERT M. EPPLEY, shall predecease me or fail to survive me by the aforesaid period o[sixty (60) days, then in such event, I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate in equal shares to my children, ROBERT M iPPLEY, JR., CYNTHIA J. BOWERMASTER and BRENDA C. lYPLEY. If any o[my children aforementioned should predecease me,l direct that the sl'are such deceased child would have received hereunder shal ;: given to his or her issue surviving me per LAW 0; fl' ,~S SNEl ."'1 F.:R. 8RL NE ~AN r .P'RE stirpes and if there should be no such issue, then such share shall be divided between my surviving children aforementioned. 6. I hereby nominate, constitute and appoint my husband, ROBERT M. EPPLEY, as Executor wlder this my Last Will and Testament. In the event he should predecease me or fail to quali/)', I nominate, constitute and appoint my son, ROBERT M. EPPLEY, JR., as Executor under this my Last Will and Testament. I direct that no person serving as Executor hereunder shall be required to post bond to secure the faithful performance of his duties in the Commonwealth of PCIU1sylvania or in any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on Two (2) pages this 17''' day of March, 2003. ~rl!~'_i.m. ~4 Catherine M. Eppley I' (SEAL) Signed, sealed, published and declared by CATHERJNE M. EPPLEY, the Testatrix 'ove named, as and for her Last Will and Testament, in our presence, who. in her presence, at her request, and in the presence of each other. have hereunto subscribed our names as attesting witnesses. J{~ (SEAL) 51"--~f'~) (SEAL) -2- I I I j i ! ! i I \ .\ I 1 , ~ V.W OFFICES SNE'.BAKER. BFlE:lINEM....N 6: :iPARE COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND We, CATHERINE M. EPPLEY, KErnl O. BRENNEMAN, ESQUIRE and JANE J, COONEY, the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Teslatrix signed and executed the instrument as her Last Will and Testament and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each Qf the witnesses, in the presence amI hearing of the Testatrix, .gned the Will as witness and that tu the best of his or her knowledge the Testatrix was at that Hue eighteen years of age or older, oJ sound mind and under no constraint or undue influence. o~ /;1, ~~ tJ~ Testatrix r{fJ?~ Witness ~~ Subscribed, sworn to and acknowledged before lIle by CATHERINE M. EPPLEY, Testatrix, and subscribed and sworn to befure me by KEITH 0, BRENNEMAN, ESQUIRE and JANE J. COONEY, witnesses, this 17'" day of March, 2i1r' L;( ~/] Notary Pub . UotarialSeal susan L Zych. No\8f1 Publ\O M9Chanic:;bUr~ Boro, cum~~~ My Comr.'l\$c.on EltP1rell",,"Y' . t.;,~;;;;:-. "'l;.:'..:~(-cm~f~DtMt!WT..ee. '\ " ..... , ....,.""'1" '... Inventory of the real and personal estate of CATHERINE K. EPPLEY deceased 1. REAL ESTATE. A. Undivided one-half interest as tenant in common of that certain parcel or tract of land consisting of one (1) acre located in Stewardson Township, Potter County, more fully described in Potter County Deed (Total Value: $9,290.40) $4,645. 20 TOTAL APPRAISED VALUE, REAL ESTATE: $4,645. 20 II. PERSONALTY . A. Sovereign Bank check account No. 1691026328 $1,225.18 B. Sovereign Bank Certificate of Deposit No. 1695333508 1,063.34 c. Engagement ring and wedding band Total: TOTAL APPRAISED VALUE, PERSONALTY: 181.99 2,470.51 2,470. 51 TOTAL APPRAISED VALUE, ALL PROPERTY: $7,115. 71 , j..: , "'. " ....' (' . "'''.' COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } 55: Robert M. Eppley. Jr. bein9 duly sworn accordin9 to law, deposes and says that he is the Executor of the Estate of Catherine M. Eppley late of _.__..Mi"!!~"-~~_J:QWIlship ---.-. , Cumberland County, Pa., deceased and that the within is an inventory made by Rohert M. Eppley, Jr. ., the said Executor of the entire estate of said decedent, consistin9 of all the personal property and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. sworn a~ subscribed before me, ~~ ' 2005 ;c..L HOFPE 1\j~l'L...V'''''.",lf Ix: Notanal Seal Mechanicsbu;g Bora. Cumberland County My Comm~ion Expires Nov. 24. 2007 Member. Penno:;ylvania Association Of Notaries /}7 Robert M. Eppley, Jr 63 Beagle Cluh Road Carlisle, PA 17013 Address 11 March 2005 Date of Death Doy Month Y.ar INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of /949. COI'vIMONWEAL TH Ot: Pt::.NI''i0 'i i...\I.ri.,~IA Notanal Seal Susan L. Malrazi. Notary Public Mechanicsburg Born. Cumberland County My Commission Expires Nov. 24, 2007 Member, PennsylvanIa Association Of Notaries J .", ,.d -.; >- " " ..... w ~ ~ '" ~ '" ..... >< .. '" w -< ::l " N a.. ..... E-< u 0 0 on 0.. " 0 0 w '" w 0.. M c I I- J: a.. LL o.l " '" ..... ..J " .. 0 Z LL ..J -< 0 . " a.. I I w 0 -< w :0: ... ,;. ... > Z '" 'd - N , iil 'd c r z 0 c il " .; on Z .... 0 '" .. U Z I W -< ~ I a.. I .." c I .. - -.: 0 " -" " E - " .. -' U " .. .", :l " '" ... .. " Q. C ~ " 0 :I: ~ -< " .. '" ... 0 - .c *) ~~ .... .", .." " ..! 0 -:v u: '"