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Home My WebLink About08-10-05 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL T I>.XES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ENSMINGER DENNIS lEE 308 CHEROKEE DRIVE MECHANICSBURG, PA 17050 _nn_n fold ESTATE INFORMATION: SSN: 203-10-9526 FILE NUMBER: 2105-0275 DECEDENT NAME: ENSMINGER ELIZABETH A DATE OF PAYMENT: 08/10/2005 POSTMARK DATE: 08/10/2005 COUNTY: CUMBERLAND DATE OF DEATH: 03/12/2005 NO. CD 005670 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $472.00 I I I I I I I I TOTAL AMOUNT PAID: $472.00 REMARKS: 0 l ENSMINGER CHECK#102 INITIALS: VZ RECEIVED BY: SEAL REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WillS REV.l500 EX (6-00) I- Z W C W o W C w ,.., ::.::~cn 0.'" W"O ",00 0"'.... .... .. '" COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT 280601 HARRISBURG, PA 17128-0601 00 1. Original Return b ~ 4. Limited Estate ~ 6. Decedent Died Testate (Attac!l copy of Will) 0- 9. Litigation Proceeds Received REV-1500 OFFICIAL USE ONLY FILE NUMBER ..- ~.L -.L!.2- COUNTY CODE YEAR INHERITANCE TAX RETURN RESIDENT DECEDENT ~ FIRM NAME (If Applicable) ,....,- .t2 ~ -,/,,"- _ NUMBE~ SOCIAL SECURITY NUMBER ~.3 THIS RETURN MUST BE FILED IN DUPLiCATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy of Trust} o 10. Spousal Poverty Credit (date ofdsath between 12-31-91 and 1-1-95) o 3. Remainder Return (dale of death prior to 12-13-82) o 5. Federal Estate Tax Return Required - d'-8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113{A) (Allach SchO) ,.., z w o z o .. '" w "'. '" o o z o !;( ..J ::I l- ii: <C o w D:: 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) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedu~ G or L) 8. Total Gross Assets (total Lines 1-7) COMPLETE MAiLiNG A ESS X "j) 3tfff C- w/?L!J, ~-l.Jf' #~dA//<:;S" L/tt?~rjJ/I /7tf',s'C (1) OFFICIAL USE ONLY (2) 1/1175 1-, '"'" C:::) (3) C~ -n c.-~'I j'i-l [8 c~ 0 (4) " c:: '::.:J /.3J111 I I' GO) -~"1.'"J (5) 1 _ 1-- :~J i in I-- ill ~1 c:> CJ I /< '::-J ) .::::> (6) ?; i -'1 I -11 ~. ,~1 ~ c.-"5 I :7.1 = rn .~-; ,~ C?, I (7) t CO (B) 1-3/1-/1 (9) '/7-,17-<2' (10) 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 BequestslSec 9113 Trusts for which an election to tax has not been made (Schedule J) . 14. Net Value Subject to Tax (Line 12 minus Une 1~) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLiCABLE RATES z o !;;: .... ::I a.. ::i o o ~ 15. Amount of Une 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 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 (11) / "7- ''1""2--';( (12) >~, r~q (13) (14) (;1 /1'P",rr?1 x,O_ (15) X~0~(16) x ,12 (17) f7Y- x ,15 (1B) 11y (19) CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 20.0 ID:':''':~ ,;~re~1~'" 4- ~~ = ~ i -,--I'::' _~ Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount I ZIP /7z..s'7 (1) 11y Total Credits (A+ 8 +C) (2) 3. InteresVPenalty if applicable D. Interest E. Penalty TotallnteresVPenalty ( D + E ) (3) 4. If Line 2 is greater fhan Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) A. Enter the interest on the tax due. (5) (5A) 7" ~Z- 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE, 8. Enter the total of Line 5 + 5A. This is the 8ALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 7"'1':z-- IIUItlJ._ 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; ............... ........................................ ................................. D ~ b. retain the right to designate who shall use the property transferred or its income; ............................... ........... D I!'lJ c. retain a reversionary interest; or..................... ................................... ................................................................ D IZI d. receive the promise for life of either payments, benefits or care? ...................................... ............................. D iKI 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ......... ...................................... ..................................... ....................... 0 181' 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D IEJ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............................. ........................................ ................................................. 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 perjury. I dedare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration ofpreparerolherlhan lhe personal representative is base don all information of which preparer has any knowledge LE FOR FILING RETURN -'t )( DATE 9 0.1.- - :;72J r- Jo Mlk~ 31 . g(pIJ CIlm6erW !PJI17(f/O 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) (III. 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) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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(a)(1)]. The tax rate imposed on the net vaiue of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(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-l500 EX+ (1.97) '*' SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ,.EZ/~dfj",,--# /f. .c;:r(~..q/NG.c-/f All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. FILE NUMBER :2-/ -cJ1>~-&~.?6'~ DESCRIPTION 1;P/(~r://fL ~~Cr~ ~r:.~>r/ ~/V". 11,,;.,t/.d Fed ~.s. .:;k,-72. ?~/1 /17'C::::/l&', c9.3 <?~ 7-<]>7-2..3 Y VALUE AT DATE OF DEATH f: 1/g' TOTAL (Also enteron line 2, Recapitulation) $ 9: 91ft' (If more space IS needed, Insert additional sheets of the same size) REVI",,".'''". COMMONWEALTH OF PENNSYLVANIA 'NH~~~~~~~~;:2 ~~~RN PERSONAL PROPERTY ESTATE OF FILE NUMBER ~4;/f:AL!'-# /l. LA/5~/A/~c-/? 7-,r-c?.s~/9z-;-;7d Indude the proceeds of I~gation ~nd the d~te the proceeds were ..cohled by the estate. All property jointly-owned with the right of sUNivorship must be disclosed on Schedule F. SCHEDULE E CASH, BANK DEPOSITS, & MISC. 7-~ DESCRIPTION ? ~/NG ~ .5bt/.c-~799N" 73t4r/K ~~. crT7/&;z..5r~-- ;fC1'd~6' 5~.c-x/ ?~~~r I' ~-;J/f( cI ~/1I"~71/lL VALUE AT DATE OF DEATH ITEM NUMBER 1. /dJ)f7f-t 31 cP~--- TOTAL (Also enter on line 5, Rec~pitulation) $ /..?j f1 (If 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 L3Z0'A B~-% /I. h!..:5#/A/c:;;;;;,..?? Debts of decedent must be reported on Schedule I. FILE NUMBER 2-/~&fi~6J7-~r- ITEM NUMBER A. 1. DESCRIPTION FYNE.R~/EXPENSES: LJl. ~Mj1Y/~/G- /W.c~;4L ;1b#,c-- d c:, ./'/1 /?~ML'./.vfiiC;f~A/' / ;If>'rG~ /lGN~d B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions <6. 1. /C'. //. /~, Relationship of Claimant to Decedent Probate Faes -b/S~ &F td/??5 - ?--b-<<k?t4/d a.p,vlj AccountaofsFees .,-J~r?N j!. t::b;< c:;:J/! Tax Return Preparer's Fees _,-I~,41 ;t, CiP~/ ~;J 11 (pL</ ~5/4fr) S,.fI/~$~~cJ~7f;L~ &k--~~S/fi/6 ~Hc-- /ldl/..:-j'(/;$/'AfD (. 1--) -~.IV??~'i'~p(~,~J,Rk /?~z:~tY tUd? frr::i'f!.,Lr;,v- #-zI~ ,.c3" ?;f.cd.> ~5'~-(f?NS: - P. ~/~RI.s: /ct1ol-.tPr..:~k7j c, ~ z:, -.,c-=:z::;.-r-j,r- ~ ) Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State _ lip Year(s) Commission Paid: 2. Attorney Fees - ~~M~ ~/k ..I:;/LLIW1N' 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State _ Zip 4. 5. 6. 7. AMOUNT ~:~o ~ ~71 767 1tJ~ 3~--- /f/ 600 / b,s'- /3 /1 30 /~- TOTAL (Also enter on line 9, Recapitulation) $ 2-- (If more space is needed, insert additional sheets of the same size) REV-1513 EX. (9-o0*, COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES / ~Fz. , ESTATE OF /-:Zn, - NUMBER NAME AND ADDRESS OF PERSDN(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under J!., 3. f ~~ n 1. 1. Mr Keith R Ensminger AptC 343 East Burd St Shippensburg PA 17257 II CJOO 0,(1"f/ft')) aoN Ms Jamie E Ensminger 816 Rosemont Ave New Cumberland PA 17070 C;;~I'1-jlA:/)),1-(/~ 1/ ()>{Y(9 Ms Denise 0 Ensminger 308 Cherokee Dr Mechanicsburg PA 17050 Mrs Andrea L Zahurancec (,6/.$,-,( /A 6,E;( .\ 113 Runson Rd Camp Hill PA 17011 Ms Jennifer A Ensminger t I /; 000 736 Sharon Dr Mt Joy PA 17552 /bAt' T ~N jJ 7-1fz ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET 1/ It CXJO <-t Ir CJOO NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) REV-1513 EX. (9-00) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES '2-- & ~ "Z- ,~- FILE NUMBER ':2-/ c1r c:'n.. ~- RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE NUMBER [ NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)) t,. Leslie K Ensminger St74 t - frslJu/lL 816 Rosemon! Ave New Cumberland PA 17070 '1 Carl E Ensminger .sod Y'J-~/jpIlL 736 Sharon Dr Mt Joy PA 17552 ~l Dennis Lee Ensminger $&N 'P fr"SdP/fL 308 Cherokee Dr Mechanicsburg, PA 17050 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET " NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTiON TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS ,. TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF ELIZABETH A. ENSMINGER I, ELIZABETH A. ENSMINGER, of 328 Third Street, New Cumberland, Cumberland County, Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me at any time made. ITEM I: I direct that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my estate or by any recipient of any property, shall be paid by the Executor out of the property passing under ITEM IV of this Will, as an expense and cost of administration of my estate. The Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. ITEM II' In the event I am not survived by my spouse, I direct the Executor to pay the expenses of my last illness and -funeral expenses from the property passing under this Will as an expense and cost of administration of my estate. ITEM III: In the event my spouse does not survive me, I make the following special bequests: 1. To my Grandson, KEITH ENSMINGER, $1000.00 if living, otherwise to his issue, per stirpes; 2. To my Granddaughter, JAMIE ENSMINGER, $1,000.00 if living, otherwise to her issue, per stirpes i 3. To my Granddaughter, DENISE ENSMINGER, $1,000.00 if living, otherwise to her issue, per stirpes; 4. To my Granddaughter, ANDREA ENSMINGER, $1,000.00 if living, otherwise to her issue, per stirpes; and 5. To my Granddaughter, JENNIFER ENSMINGER, $',000.00 if living, .otherwise to her issue, per stirpes. fAL ITEM VII: Any person who shall, have died at the same time as I shall have, or in a common disaster with me, or under circumstance that the order of Court deaths cannot be established by proof, or within thirty (30) days of my death, shall be deemed to have predeceased me. ITEM ViII: I appoint my spouse, CLARENCE E. ENSMINGER, to be the Executor of my Estate. In the event my spouse cannot act or refuses to act as Executor for any reason, I nominate, constitute and appoint my son, DENNIS LEE ENSMINGER, as alternate Executor. The Executor is specifically relieved from the duty or obligation of filing any bond or other security. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of this and the preCeding 2 pages, at the end of each page of which I have also set my initials for greater security and better identification this 6'/A day of ~~~, 1992.tAl ~o..~(SEAL) ELI ABETH A. ENSMINGER We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament, in the presence of each other, have hereunto set our hands and seals the day and year first above written, and we certify that at the time of the execution thereof, the said Testatrix was of sound mind and ~ ~~~ !Residing at, l5S-S: jJ(},oLAJ!. rJ. ~!A 1lLL,c;y (};u;!T- (/~ r// 8-I:tA~7CtUtf/, ;J/l /7,;1.# / 1f~;;? ;;rafA-l!~ ilesiding at: 4tJt..j- u.J. C::.U-tuJOoD A>JlfE: ME0f41V1C::SBDR-<C" P4 17tJ5'5 ~ CA;zh' J~ 4~ ? Residing at: II ~r,iAPf ~_ 'J~d, 171 fl'V,/ 3 IIFFIOIIVIT COMMONWEALTH OF PENNSYLVANIA 58. COUNTY OF CUMBERLAND we'f~'f::~, t:. /C4-rnUS&J J1 LATIJU PI't;, and Witnesses whose names are signed to the attached or fOregoin~ instrument, being duly qualified according to law, do dep~se and say that we were present and saw Testatrix, ELIZABEtH A. ENSMINGER, sign and execute the instrument as her Last Will and Testament; that Testatrix signed willingly and she executed said Will as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as Witnesses; and that to the best of oUr knowledge the Testatrix was at that time eighteen (18) or qore years of age, of sound mind and under no constraint cZti ~~~ or undue influence. WITNESS ~,,-,a~~ WITNESS "-J. ~ ~Jo.... ~ - WITNESS Sworn to and subscribed . this ~)41 day L of (SEAi::) ... """ ......~-C<>rtY NtJ,\'~~'~'"'" My---~ , 5