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HomeMy WebLinkAbout11-08-05 (2) REV-l500 EX + (6-00) '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 2 1 -0 5 0 0 8 34 COuN'rYCOiiE --vEA~ - - NUMsER- - I- Z W C W o W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) PROSSER MARSHALL DATE OF DEATH (MM-DD-Year) SOCIAL SECURITY NUMBER L. DATE OF BIRTH (MM.DD-Year) 1 74- 0 5 - 3 605 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 09/06/2005 03/28/1917 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) lli] 1. Original Return o 4. Limited Estate lli] 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received I- Z W C Z o l1. U) w 0: 0: o CJ 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 SOCIAL SECURITY NUMBER o 2. Supplemental Retum 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 of death between 12-31-91 and 1-1.95) o 3. Remainder Return (date of death prior to 12-13-82) o 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) W I- ~ :$U) CJ a:~ w l1.CJ :rOO CJ 0:....1 l1.lD l1. < THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS ROGER B. IRWIN ESQUIRE 60 WEST POMFRET STREET FIRM NAME (If Applicable) IRWIN & McKNIGHT TELEPHONE NUMBER 717 249-2353 CARLISLE PA 17013 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) 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 Liabilities, & Liens (Schedule I) (10) 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 (Schedule J) z o i= <C ...J ::>> l- ii: <C o w a: OFFlc:lM- USE ONLY ) 60,505.85 2,938.70 (",) 0.00 (8) 63,444.55 11,910.97 7,054.60 (11) (12) (13) 18,965.57 44,478.98 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o i= <C I- ::>> a. :E o o >< ~ (14) 44,478.98 22,239.49 X _(15) 22,239.49 X .045 (16) 0.00 X .12 (17) 0.00 X .15 (18) (19) 0.00 1,000.78 0.00 0.00 1,000.78 ~ 20. 0 CHECK HERE IF YOU ARE REOUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 'UO!ldope JO poolq Aq Ja41a4M 'luapa:)ap a4141lM uowwo:) uI1UaJed auo lsealle se4 04M lenp!^IPuI ue se 'GO ~6 uo!pas Japun 'pau!!ap sl BUllqls V '[(8' ~)(e)9 ~ ~6~ 'S'd U] %G ~ sl sBullqls s,luapa:)ap a41 10 asn a41 JOI JO 01 sJalsueJl 10 anle^ lau a41 uo pasodwI aleJ xel a41 ,[( ~)(e)9 ~ ~6~ 'S'd U] (G' ~)9~ ~6~ 'S'd U U! palou se lda:)xa '%91' Sl sa!Jepllauaq \eaulI s,luapa:)ap a41 10 asn a41 JOI JO 01 sJalsueJllo anle^ lau a41 uo pasodw! aleJ xel a41 '[(G' ~)(e)9~ ~6~ 'S'd U] %0 S! 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Sl41 'V9 + 9 aU!l 10 lelol a41 Jalu3 '8 (V9) 'anp xel a41 uo ISaJalUI a41 Jalu3 'V (9) '3na XV 1 a41 sl S!41 'a:)uaJall!p a41 JalUa 'G aU!l ue41 JaleaJB sl 8 aU!l + ~ aU!l II '9 (p) pun,aJ e ISanbaJ 01 OC; aU!1 ~ a6ed uo xoq ,,:>a4~ 'lN3I/11AVdl::l3^O a41 sl S!41'a:JuaJallIP a41 JalUa '8 aU!l + ~ aU!l ue41 JaleaJB sl G aU!l II 'p (8) (3 + 0) AlIeuad/lSaJalUllel01 AlIeuad '3 ISaJalUI 'a alqe:Jlldde I! Alleuad/lSaJalUI '8 VL' 096 VL'096 00'0 170'09 (G) (:) + 8 + V) SI!paJ:)lel01 170'09 lunO:JslO ':) sluawAed JO!Jd '8 llpaJ:) AlJa^Od lesnods 'V sluawAed/sllpaJ::l 'G (6~aU!l ~aBed)anoxe1 .~ :SI!paJ:) pUB sluaWABd XB.l BL'OOO' ~ ( ~) 8~OH I 'v'd I 3l81lH'v'8 dlZ 31lf1S All:) 1.33H1.8 H3^ON'v'H H1.HON 9GB SS3l:laalf 133l:l1S :ssaJ a aldwo s ua aoa pp" I I :) ,I P o REV-15G8 EX + (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF PROSSER ITEM NUMBER 1. FILE NUMBER MARSHALL L. 21 05 Include the proceeds 01 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. 00834 DESCRIPTION M& T BANK - Checking Account - 9838896307 VALUE AT DATE OF DEATH 60,505.85 TOTAL (Also enter on line 5, Recapitulation) $ (II more space is needed, insert additional sheets 01 the same size) 60 505.85 REV-1509 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF PROSSER MARSHALL L. FILE NUMBER 21 05 00834 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Ethem M. Richwine Prosser 825 North Hanover Street Carlisle, PA 17013 Spouse B c JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTL V-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. M& T Bank - Savings Account - #021000000992158 5,476.83 50. 2,738.42 2. A. M&T Bank - Savings Account - #025004920106281 400.55 50. 200.28 TOTAL (Also enter on line 6, Recapitulation) $ 2938.70 (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 PROSSER FILE NUMBER MARSHALL L. 21 05 00834 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 1. 2. FUNERAL EXPENSES: Hoffman-Roth Funeral Home Luncheon 4,007.20 150.00 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. 3. Attorney Fees Irwin & McKnight Family Exemption: (If decedent's address is not the same as claimants, attach explanation) Claimant Ethel M. Richwine Prosser Street Address 825 North Hanover Street City Carlisle State PA Relationship of Claimant to Decedent Spouse 3,500.00 3,500.00 Zip 17013 4. Probate Fees 169.00 5. Accountants Fees 6. Tax Return Preparer's Fees Patricia A. Rosendale, CPA 350.00 7. 8. 9. Cumberland Law Journal - Estate Notice The Sentinel - Estate Notice Register of Wills - Filing Fee 75.00 129.77 30.00 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 11.910.97 REV-1512 EX + (6-98) '* SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF PROSSER FILE NUMBER MARSHALL L. 21 05 00834 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Continuing Care, RX 438.58 2. Stoken Ophthalmology, Medical 59.74 3. Mobile X-Ray, Medical 85.80 4. Church of God Home, Nursing 6,470.48 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 7 054.60 REV-1513 EX + (8-om COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER MARQU^I I I ?1 OF; OOR~4 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outritt spousal distributions, and transfers under Sec. 9116 (a (1.2)] 1. Ethel M. Richwine Prosser Spousal 825 North Hanover Street 112 Remainder Carlisle, PA 17013 2. Arlene Y. Bartholomew Lineal 40 Garden Parkway 1/8 of Remainder Carlisle, PA 17013 3. Karen E. Eby Lineal 1495 Simpson Ferry Road 1/8 Remainder New Cumberland, PA 17070 4. Bonita M. Forsythe Lineal 867 Giblerville Road 1/8 Remainder Gettysburg, PA 17325 5. Shirley A. Lamp Lineal 512 Barnstable Road 118 Remainder Carlisle, PA 17013 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, 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 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. 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) 'r, .' LAST rVILL AND TESTAMENT I, l\IARSHALL L. PROSSER, of the Borough of Carlisle, 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, funeral 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 devise and bequeath all of my estate of every nature and wherever situate as follows: (a) My Grandfather's clock to Arlene Y. Barthomew, (b) The remainder of my furniture and appliances to EthelM. Richwine, (c) 1/2 of the residue to Ethel M. Richwine, and (d) 1/2 of the residue to be divided between Arlene Y. Bartnomew, Karen E. Eby, Bonita M. Olson and Shirley A. Lamp, share and share alike. 4. I nominate and appoint Ethel M. Richwine to be the executrix of this my Last \Vill and Testament; she is to serve as such without bond. Should she die before my death, renounce or refuse to serve tcw any reason, or die leaving any of my estate unadministered, I nominate Karen E. Eby, as substitute executrix, 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 servlces of Irwin, McKnight & Hughes, as attorneys in the settlement of my estate. IN \VITNESS WHEREOF, I have hereunto set my hand and seal this 21 ST day of May, 1998. JYlat.-;J!,.d{~: {~~~t/" (SEAL) MARSHALL L.PROSSER Signed, sealed, published and declared by MARSHALL L. PROSSER, the above named testator, as and for his Last Will and Testament, in the presence of us, \vho at his request, in his presence and in the presence of each other have subscribed our names as witnesses hereto. ~:d(~ 2 , ACKi~O'VLEDGME~T AND AFFIDAVIT \VE, lVlARSHALL L. PROSSER, CHERYL L. CLELAND and MARTHA L. NOEL, the testator and witnesses respectively, whose names are signed to the foregoing instrument, being tirst 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. 1lLa.v~,..{{ ~i, 1Y;'Zt/rrl'...... MARSHALL L. PROSSER ~(rd:~ ~~~ COMMON\VEAL TH OF PENNSYL VANIA SS: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by MARSHALL L. PROSSER, the testator herein, and subscribed and sworn to before me by CHERYL L. CLELAND and MARTHA L. NOEL, witnesses, this 21 ST day of May, 1998. /'J/Lo, <~ c:>(.. // v /i . " ....- ( ry>tary Public Notarial Seal Roger B. irNin. Notary Public Carlisle Bora, Cumberland County My Commission Expires Oel. 3. 2000 Memb:1r Pennsyl'}al1ld A:J:,o,~i:]tion of Notaries r ~ figM&TBank 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Phone (888) 502-4349 Fax (302) 934-2955 September 19,2005 Irwin & McKnight Law Offices West Pomfret Professional Building 60 West Pomfret Street Carlisle, Pennsylvania 17013-3222 ~~~~uw~~ JcP 22 2005 Re: Estate of Marshall L Prosser Social Security: 174-05-3605 Date of Death: September 06, 2005 IR\':,' \ .lc;H.T Dear Sir or Madam: Per your inquiry dated September 13,2005, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Account Account Number 9838896307 Ownership (Names oj) Marshall L Prosser * Opening Date 07/08/05 Balance on Date of Death $60,501.05 Accrued Interest $ 4.80 Total $60,505.85 Interest Paid YTD 4. 78(Accrued interest is not included) 2. Type of Account Savings Account Account Number 021000000992158 Ownership (Names oj) Marshall L Prosser * Ethel M Richwine * Opening Date 01/17/89 Balance on Date of Death $5,475.14 Accrued Interest $ 1.69 Total $5,476.83 Interest Paid YTD $ 4.09(Accrued interest is not " , 3. Type of Account Savings Account Account Number 025004920106281 Ownership (Names of) Marshall L Prosser * Ethel M Richwine * Opening Date 01117/89 Balance on Date of Death $400.36 Accrued Interest $ 0.19 Total Interest Paid YTD $ 0.33(Accrued interest is not Please be advised, there was no safe deposit box found for the above decedent. *For further account information, regarding ownership and any changes, closures and/or reimbursement of funds, etc., please call the North Middleton Office # 717-240-4521. Sincerely, ~~cy[/(JAo Nancy Clagett Records Management Medicare A Co-Insl Ok Days Coinsurance June July August Owes Private Nursing Days August September 5 Insurance covers day 21-100 (Not guaranteed) Paid Owes 15 31 2 2,964.00 228.00 2,964.00 3,192.00 29 Private Charges Paid Owes Beginning Bal Room 5,394.00 5,394.00 Pullups 32.80 5,426.80 Laundry 20.30 5,447.10 Supplements 7.28 5,454.38 Room 930.00 6,384.38 Laundry 3.50 6,387.88 Briefs 24.25 6,412.13 Pullups 44.10 6,456.23 Beauty/Barber 9.00 6,465.23 Name Labels 5.25 6,470.48 !}tjq" ~3?d- M Prosser_1 031 05Prosser10/24/20052:15 PM September 21,2005 Ethel M. Prosser 825 North Hanover St. , Apt. 306 Carlisle, PA 17013- Hoffman-Roth Funeral Home, Inc. 219 North Hanover Street Carlisle, P A 17013 (717)243-4511 The Funeral Service for Marshall Lee Prosser 14598-150 We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please feel free to contact us if you have any questions in regard to this statement. THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT, AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS. OUR SERVICE: Traditional Funeral Service Package . . . . . . FUNERAL HOME SERVICE CHARGES THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THAT YOU HAVE SELECTED . . . . . . . . . . . . . Cash Advances Newspaper Obituary Notice-Sentinel . Clergy Offering . . . . . . . Certified Copies of Death Certificates. Flowers. . . . . . . . . . TOTAL CASH ADVANCES AND SPECIAL CHARGES . Total Total Cost . . . . . . . . . ~ To be credited when receive from Cumberland County VA This statement is net and payable in full within 30 days of receipt. TOrAL AMOUNT DUE $3690.00 $3690.00 $3690.00 $119.70 $75.00 $90.00 $132.50 $417.20 $4107.20 $4107.20 100.00 $4007.20 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ---. - -. - -. - - - - - - - - - - - - - - - - - - - - - -- Please return this portion with your Remittance $ Amount Enclosed Service 10 # 14598-150 Marshall Lee Prosser