HomeMy WebLinkAbout10-12-05 (2)
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE 0 L Y
FILE NUMBER
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COUNTY CODE YEAR : NUMBER +
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Entwistle, Nelson L.
DATE OF DEATH (MM-DD- Year)
SOCIAL SECURITY NUMBER
DATE OF BIRTH (MM-DD-Year)
2 00- 2 4 - 8 836
THIS RETURN MUST BE FILED IN UPLlCATE WITH THE
REGISTER 0 WILLS
01/24/2005 08/07/1930
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Eleanor L. Entwistle
SOCIAL SECURITY NUMBER
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[Xl 1. Original Return
D 4. Limited Estate
[Xl 6. Decedent Died Testate (Attach copy of Will)
D 9. Litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (date of death after 12-12-82)
D 7. Decedent Maintained a Living Trust (Attach copy ofTrust)
D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1.95)
D 3. Remainder Return (dliteofdeathpriorto12.13.82)
[Xl 5. Federal Estate Tax REllurn Required
_ 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE D RECTED TO:
NAME COMPLETE MAILING ADDRESS
Charles J. DeHart III, Es uire 3631 North Front Street
FIRM NAME (If Applicable)
CALDWELL & KEARNS
TELEPHONE NUMBER
717 232-7661 Harrisbur RA 17110
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1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
D 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 Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
OFFIC~~~USE ONLY
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95,828.72
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3,850.00 I
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(8)
99,678.72
4,013.30
(11)
(12)
(13)
4,013.30
95,665.42
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
15. Amount of Line 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
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14)
95,665.42
95,665.42 X _ (15)
X _(16)
X .12 (17)
X .15 (18)
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0.00
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's Complete Address:
STREET ADDRESS
1407 Eldindean Terrace
CITY I STATE I ZIP
Mechanicsburg PA 17050
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
0.00
Total Credits (A + B + C) (2)
3. InteresUPenalty if applicable
D. Interest
E. Penalty
TotallnteresUPenalty ( 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)
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. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
0.00
0.00
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 IXI
b. retain the right to designate who shall use the property transferred or its income; ........................................ D IXI
c. retain a reversionary interest; or ...................................................................................................... D IXI
d. receive the promise for life of either payments, benefits or care? ............................................................. D IXI
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................. D IXI
3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. D IXI
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... D IXI
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
ADDRESS
Under penalties of perjury, I declare 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 of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN "
~ .~ ~ ~.
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140 Eldindean Terrace
MechanicsburQ
SIGNATURE OF PRE PARER OTHER THAN
DATE
CJlvC: ? / ;;S
PA
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ADDRESS
PA 17110
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. S9116 (a) (1.1) (i)].
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. S9116 (a) (1.1) (ii)].
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. S9116(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. S9116(1.2) [72 P.S. S9116(a)(1)].
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. 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-150'3 EX + (6-98)
'*
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Entwistle. Nelson L.
FilE NUMBER
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
188.009 shares at Scudder Technology Fund-C, Account #89744472 @ $9.08 per share-
Date-at-death value (see attached statement)
2.
8,000 shares common stock Open Space and Recreation, Inc., a privately held
corporation, at liquidating share price at $11.7652 per share - Date-at-death value
(see attached statement)
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VALUE AT DATE
OF DEATH
1 ,707.12
94,121.60
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
95,828.72
, .
REV-150B EX +,(6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Entwistle. Nelson L.
FILE NUMBER
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
1997 Buick LaSabre 4-door sedan, Kelley Blue Book Value
VALUE AT DATE
OF DEATH
3,850.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
3 850.00
. .
REV-1511 EX~(12-99)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Entwistle. Nelson L.
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
1.
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) Eleanor L. Entwistle
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 1407 Eldindean Terrace
City Mechanicsburg State PA
0.00
Zip 17050
Year(s) Commission Paid:
2.
3.
Attorney Fees Caldwell & Kearns
Family Exemption: (If decedenfs address is not the same as c1aimanfs, attach explanation)
Claimant Eleanor L. Entwistle
Street Address 1407 Eldindean Terrace
City Mechanicsburg State PA
Relationship of Claimant to Decedent Spouse
0.00
3,500.00
Zip 17050
4.
Probate Fees Register of Wills (estimated)
300.00
5.
Accountant's Fees
6.
Tax Return Preparer's Fees
7.
8.
Cumberland Law Journal - Legal advertising
Carlisle Sentinel - Legal advertising
75.00
138.30
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
4,013.30
n WIS e eson
RELATIONSHIP TO DECEDENT A~OUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Eleanor L. Entwistle Surviving Spouse 100% residuary
1407 Eldindean Terrace
Mechanicsburg, PA 17050
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS: i
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
E t . tl N I
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SCHEDULE J
BENEFICIARIES
FILE NUMBER
(If more space is needed, insert additional sheets of the same size)
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II I, NELSON L. ENTWISTLE, residing in Camp Hill,
licumberland County, Pennsylvania, declare this to be my Last Will
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lland Testament, and hereby revoke all Wills which I have previously
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limade.
II ITEM I:
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Ilhereinafter named to pay all my just debts and funeral expenses
lias soon after my decease as convenient.
I ITEM II: I give, devise and bequeath all
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of my property, both real and personal, to my beloved wife,
LAST WILL AND TESTAMENT
OF
NELSON L. ENTWISTLE
I direct my personal reDresentativ
IEleanor L. Entwistle, if she survives me, and in the event we
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'Iboth die under such circumstances that it is impossible to
determine which of us survived, then it shall be conclusively
presumed that my wife survived me.
ITEM III:
In the event that my wife fails
I~o survive me, then I give, devise and bequeath my entire estate
LO my children, share and share alike.
ITEM IV: '-I-n--Ule-even-t:--'tch-at-my-chi ld,
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Susan,' 1.s.'::o.~t1.1L_q~no;r:-~-atue--trme--.t at-totl€L Pt"Q~1.s1.ons 0 t 1.S
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WilJ become 9perative as to her, then :Vappoint as ....guardian of the
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lito be and act as Executrix of thi s my Last Will and Testament my
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','beloved wi fe, Eleanor L. Entwistle.
[,wi fe is unable to act or continue to act as Executrix, then I
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ITEM V:
I nominate, constitute and ~ppoint
In the event that my said
IlapPoint in her stead the
lias Executor.
I ITEM VI:
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Ilbe assessed in consequence of my death, of whatever nature and
i1bY whatever juri sdiction imposed, shall be paid from my residuary
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liestate as a part of the cost of administration of my estate.
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I direct that all taxes that may
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IN WITNESS WHEREOF, I have
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, 1983.
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IITh~ preceding instrument, consisting of this and one other type-
,lwr1 tten page, was on the date thereof signed, published and
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Ideclared by NELSON L. ENTWISTLE, the Testator therein name~,
as and for his Last Will, in the presence of us, who, at hls
request, in his presence and In the presence of each other, have
I subscribed our names as witnesses hereto.
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SCUDDER
INVESTMENTS
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SClIdd.er I~istributors, Inc.
222 So. Riverside Plaza
Ch,cag), IL 606lJ6-5808
Phone: 1- 8lJO-621-1 048
www.scudder.com
April 7, 2005
Caldwell & Kearns
Attorneys at Law
Attention: Charles J. DeHart, III
3631 North Front Street
Harrisburg, P A 17110-1533
Dear Mr. DeHart:
Thank you for your letter regarding Scudder Technology Fund-C account 89744472, registered to Nelson
L. Entwistle. Please extend our condolences to Mr. Entwistle's family for their loss.
Below I have provided the number of shares, share price, and dollar value of this account as of January 24,
2005.
Fund Name (Class C) Number of Shares Share Price Dollar Value
Technology Fund 188.009 $9.08 $1,707.12
This account was opened as an individual account on January 16, 1996, with a share purchase of
$1,000.00.
Additionally, I have enclosed the instructions and forms that Eleanor Entwistle will need to tran$fer or
redeem the proceeds of Mr. Entwistle's account in her capacity as the executrix of his estate. Please note
that the State of Pennsylvania does not require an Inheritance Tax Waiver for this account.
If you have any additional questions, please contact our Shareholder Services department at (80C>) 621-
1048. A representative will be happy to assist you Monday through Friday 8:00 a.m. to 5:00 p.rn. Central
Time.
Sincerely,
~~ott
Justin Holt
Scudder Investments
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1997 Buick LeSabre Limited Sedan 40
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Engine: V6 3.8 Liter
Trans: Automatic
Drive: Front Wheel Drive
Mileage: 140,279
Equipment
Air Conditioning
Power Steering
Power Windows
Power Door Locks
Tilt Wheel
Cruise Control
AM/FM Stereo
Cassette
Dual Front Air Bags
ABS (4-Wheel)
Dual Power Seats
Alloy Wheels
- OR - $2,5'
10tal (
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BiLUE BOOK
QUickly bro,
600,000 USE
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Consumer Rated Condition: Good
"Good" condition means that the vehicle is free of any major defects. This vehicle has a
clean title history, the paint, body and interior have only minor (if any) blemishes, and IiB,Links pro\
there are no major mechanical problems. There should be little or no rust on this . . .
vehicle. The tires match and have substantial tread wear left. A "good" vehicle will ~ . .
need some reconditioning to be sold at retail. Most consumer owned vehicles fall into CompetitilJ
this category. EXterior Ph
Private Party Value S_earch LocaLl,.isting_sfor This Car $3,850
Private Party Value is what a buyer can expect to pay when buying a used car from a
private party. The Private Party Value assumes the vehicle is sold "As Is" and carries
no warranty (other than the continuing factory warranty). The final sale price may
vary depending on the vehicle's actual condition and local market conditions. This
value may also be used to derive Fair Market Value for insurance and vehicle donation
purposes.
II111erior Ph
360. Spins
EXterior Cc
Irrterior Co
Compare F
Specificatic
Special Off
http://www.kbb.com/kb/ki.dll/kw.kc.ur?kbb.P A;60 1266;P A041 & 17050;sed+p& 723 ;Buick... 3/15/2005
AIJ;:T'TE. EVANS &. "YOOnSIDE
AUG 1 9 2005
A PROFESSIONAL CORPORATION
ATTORNEYS AT LAW
3401 NORTH FRONT STREET
P.O. BOX 5950
HARRL"lBURG. PA 17110.0950
MATTlIF:W E. IIAi\ILlN
IRS NO.
23-1985005
DlHrcr DI~L
(717)231.:;b6
TELEPHONE FAX
(717) 232-5000 (717) 236.1816
f:-I\I."II. AlllJln.ss
lIlrha JlJ Ii n ca.' IIld Ir.flJ III
http://www.mette.com
August 17,2005
Eleanor L Ent\vistle, Executrix
Estate of Nelson L Entwistle
] 407 Eldindean Terrace
Mechanicsburg, P A ] 7055
Re: Opcn Space and Rccrcation, Inc. - Complete Liquidation and Dissolution
Our File No. 12492-1
Dear Shareholder:
This law finn is corporate counsel to Open Space and Recreation, Inc. (hereinafter "OSR"). On July I],
2005 the Board of Directors ofOSR adopted a Revised Plan of Complete Liquidation and Dissolutiqn. At a
Special Meeting held on August 8, 2005 a majority of shareholders voted to adopt and approve the R.eviscd Plan
of Complete Liquidation and Dissolution (hereinafter 'Plan"), as recommended by the Board of Directors.
With the adoption of the Plan, aSR will proceed with winding-up its an~lirs and dissolution. As part of
winding-up its affairs, your shares of capital stock in aSR will be redeemed at the estimated price of $ I 1.7652 per
share (hereinafter "Distribution Amount").
According to the corporate records of aSR, you are currently the holder of the following stock
certificate( s):
Certificate No.
Number of Shares
A-5
A-29
A-52
A-73
A-128
4960
536
240
256
2008
Total Shares:
8000
, .
A ugust 17, 2005
Page 2
In order for OSR to redeem your shares of stock, you must undertake the following:
]. Return to the undersigned in the large self-addressed stamped envelope provided
herein for your convenience the original OSR share certificate(s) (referenced above)
dated and executed by you before a witness on the back of each certificate; and
2. Return to the undersigned the enclosed Internal Revenue Service Form I099-DIV
after inserting your Social Security Number/Federal Tax Identification Num ber in
the box marked "RECIPIENT'S identification number" and your name and address
in the box marked "RECIPIENT'S name." Both boxes are highlighted for your
convemence.
I f you lost your OSR stock certificate(s), please check the statement belO\V' and return a copy
of this letter to the undersigned, together with the Form] 099-DIV in the enclosed envelope.
Thereafter, we will transmit to you an Affidavit of Lost Stock Certificate and Indemnity Agreement
for your execution before a Notary Public.
Once the original stock certificate(s ) (or Affidavit of Lost Stock Certificate and Indemnity
Agreement) and Form I 099-DIV are returned to the undersigned, OSR will proceed to transmit to
you the Distribution Amount. OSR has prepared the enclosed shareholder information which may
assist you or your tax preparer in determining the tax due as a result of the payment in exchange for
your shares of stock. You should consult your tax advisor as it relates to the tax impact the
dissolution may have on your tax situation.
If you have any questions regarding the foregoing, please do not hesitate to contact the
undersigned.
Sincerely,
t{4t~ t!~t.:,
Matthew E. Hamlin
MEH/smr
Enclosures /'
cc: Charles DeHart, Esquire (w/encl.) ~
I have lost the foregoing stock certificates and request that Mette, Evans & Woodside
transmit to me an Affidavit of Lost Stock Certificate and Indemnlty Agreement.
4f;:;;;]d:~ si~ki;~:/~~ L/~:rLL~ -
430738v]
):~/ (?a /yO 1- // ,-L.17 ti<-/; /> t- Ie?
Print Name
". J;? '~j;JI! --
i:::- .A: " Ccd C.~ f<, '- j::. 2).
I
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
INVENTORY
Estate of Nelson L. Entwistle
No.~/-05-0J39
, Deceased
Date of Death 1/24/2005
Social Security No. 200-24-8836
also known as
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We
verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative:
Name of
Attorney: Charles J. DeHart, III, Esquire
1.0. No.: 15617
Eleanor L. Entwistle
r~lj>--r7~/~~/7C-~~ /A1
/) a ./""0': O/O? -
Dated / - L--X t:-r'. d' ~
.
Address: 3631 North Front Street
Harrisburg
Telephone: (717) 232-7661
PA 17110
Description
1. 188.009 shares of Scudder Technology Fund-C, Account #89744472 @
$9.08 per share - Date-of-death value
Value
1,707.12
2. 8,000 shares common stock Open Space and Recreation, Inc., a
privately held corporation, at liquidating share price of $11.7652 per share -
Date-of-death value
3. 1997 Buick LaSabre 4-door sedan, Kelley Blue Book value
94;~1.60
C _~'t
:t~50.00 ......
~'J
-~-:
in
.,r.-
, I
\.,0
Total
99,678.72
(Attach Additional Sheets if necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
RW-4