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Home My WebLink About11-10-05 ALLEN D. SMITH c4tto'l.m:y at .Law 51 SOUTH FRONT STREET P. O. BOX 7592 STEEL TON, PENNSYLVANIA 17113 TELEPHONE (7171 939-1891 FACSIMILE 17171939-1998 November 7,2005 Glenda F. Strasbaugh Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Re: Estate of Florence E. Johnson No.: 21-05-454 Dear Ms. Strasbaugh: Enclosed please find an Inventory for the above referenced estate, together with my file copy, the original Rev.1500, together with a copy for the Pennsylvania Department of Revenue and my file copy, and a check for $1,031.00 for the balance of the inheritance tax. Would you please stamp the copies and return them to me in the enclosed return envelope. ADS: rmk Very truly yours, Enclosure Allen D. Smith, Esq. ,"V.1S0/EX (6.00) REV-1500 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 INHERITANCE TAX RETURN RESIDENT DECEDENT ~ Z W C W (,) W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) JOHNSON DATE OF DEATH (MM-DD-YEAR) FLORENCE DATE OF BIRTH (MM-DD-YEAR) E. FILE NUMBER i. , - ~S COUNTY CODE YEAR SOCIAL SECURITY NUMBER 207 22 ~~~~~ NUMBER 1058 05/07/2005 04/29/1930 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER W I- :.<::$Ul Ul:l::'<: wc.U J:OO UI:l:..J c.lD C. <( [XJ 1. Original Return D 4. Limited Estate [] 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 ofTrusl) D 10. Spousal Poverty Credit (date of death between 12.31.91 and 1-1-95) D 3. Remainder Return (dale of death prior to 12-13-82) D 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) I- Z W C Z o c. Ul w I:l: I:l: o U THIS SECTION MU$T 81 NAME Allen D. Smith, Es . FIRM NAME (If Applicable) COMPLETE MAILING ADDRESS P. O. Box 7592 51 S. Fornt Street Steelton, PA 17113 TELEPHONE NUMBER 717-939-1891 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) (2) (3) (4) (5) 116,456.00 7,338.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) z o ~ ...J :J C D.. <( (,) w 0:: 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 16,178.00 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or l) (6) (7) 40,511. 00 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) (10) 5,302.00 234.00 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 (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o < ~ :J D.. :E o (,) >< ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x.O_ (15) x.O~ (16) x12 (17) x .15 (18) (19) 16. Amount of Line 14 taxable at lineal rate 174,947.00 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT -) (8) 180,483.00 (11) (12) (13) 5,536.00 174.947.00 (14) 174,947.00 7,873.00 7,873.00 ~~ _.1>- )C~ , -'1"1 C''') {-:'1 ;~_J~":' (~ - - c...fi -J REV-1502 EX+ (6-98) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FLORENCE E. JOHNSON FILE NUMBER 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 jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Real estate situate at 32 Johns Drive, Enola, PA VALUE AT DATE OF DEATH $116,456.00 SEE SETTLEMENT SHEET ATTACHED '" TOTAL (Also enter on line 1, Recapitulation) $ 116,456. CO (If more space is needed, insert additional sheets of the same size) . , OMS NO. 2502-0265 qr A. B. TYPE OF LOAN: U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.0FHA 2.OFmHA 3.00CONV. UN INS. 4. OVA 5.OcONv. INS. 6. FILE NUMBER: /7. LOAN NUMBER: SETTLEMENT STATEMENT 05348 A05052689 8. MORTGAGE INS CASE NUMBER: C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement egent are shown. Items marked "{POC]" were paid outside the closing; they are shown here for informational purposes and are not included in the totals. 1.0 3198 (05348rU53481361 D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: Florence N. Winstead Estate of Florence E. Johnson Wilmington Finance 401 Plymouth Road, Suite 400 Plymouth Meeting, Pa 19462 G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 25-1878915 I. SETTLEMENT DATE: 32 Johns Drive Keystone Land Transfer, Ltd. Enola, PA 17025 June 24, 2005 Cumberland County, Pennsylvania PLACE OF SETTLEMENT 3421 Market Street Camp Hili, PA 17011 J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER: 101. Contract Sales Price 126,900.00 401. Contract Sales Price 126,900.00 102. Personal Prooertv 402. Personal Prooertv 103. Settlement CharQes to Borrower (Line 14001 8,201.18 403. 104. 404. 105. 405. Adiustments For Items Paid Bv Seller in advance Adjustments For Items Paid Bv Seller in advance 106. CitvITown Taxes to 406. CitvITown Taxes to 107. Countv Taxes 06/24/05 to 01/01/06 182.05 407. County Taxes 06/24/05 to 01/01/06 182.05 108. School Tax 06/24/05 to 07/01/05 28.16 408. School Tax 06/24/05 to 07/01/05 28.16 109. Sewer/Refuse 06/24/05 to 07/01/05 8.85 409. Sewer/Refuse 06/24/05 to 07/01/05 8.85 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 135,320.24 420. GROSS AMOUNT DUE TO SELLER 127.119.06 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. Deoosit or earnest money 1,000.00 501. Excess Deoosit (See Instructions) 202. Princioal Amount of New Loan(sl 101,520.00 502. Settlement Charoes to Seller CLine 1400) 10,664.00 203. Existino 10an(S)taken sub;ectto 503. Existlno loan(sltaken subiectto 204. Proceeds from 2nd 24,600.74 504. Payoff of first Mortgage 205. 505. Payoff of second Mortoaoe 206. 506. ')n7 ( 9C I BrCSO I BrCSO ) 00'Lv6'~ 'hdoo arul e aq 01 palllIJao ~ 00'v99'0~ OO'SLC 9lqel!e^e IOU IIIq S3SHVH3 ~N3W3111.3S l"~O~ 'OO,,~ ~ueJJeM BwoH 'SOC~ xe~ 100ljOS 90/S00l 'VOC~ B9.:1 uO!l::JesueJ~ 'COC ~ uo P SUI ISB 'ZOf: ~ OO'SU . --._- REV-1503 EX+ (4-86) SCHEDULE B STOCKS AND BONDS COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FLORENCE E. JOHNSON FILE NUMBER (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.) ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH $7,338.00 1. 124 Shares Prudential Stock @ $59.18 TOTAL (Also enter on line 2, Recapitulation) (If more space is needed, insert additional sheets of same size.} S 7,338.00 REV-1506 ~. (1-97) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FLORENCE E. JOHNSON FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION M&T Bank Account-Checking Account #9835995607 with accrued interest VALUE AT DATE OF DEATH $6,178.00 2. 2003 Ford Focus $8,500.00 3. Household Effects $1,500.00 TOTAL (Also enter on line 5, Recapitulation) $ 16, 178. 00 (If more space is needed, insert additional sheets of the same size) REV-1510 EX+ (2-87) I I COMMONWEA~:)~~NSYLVANIA I SCHEDULE G INHERITANCETAX RETURN TRANSFERS _ _u __ RESID_ENT DECEpE~ _~__ _________________ "--- ------- ""------..---------------....------. FLORENCE E. JOHNSON PLEASE PRINT OR TYPE ESTATE OF FILE NUMBER THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES. 1--------- ..- - I . ITEM i DESCRIPTION OF PROPERTY EXCLUSIOON I' TOTAL VALUE NUMBE~~_~ame of th~"-~nsferee, their relationship to decedent, dote of tronsfer:_ ____ OF ASSET 1. Prudential Annuity contract 4351001327811 40,511.00 with beneficiary designation I DECD. % INT. DOLLAR VALUE OF DECEDENT'S INTEREST 100% 40,511. 00 Douglas R. Johnson (Son) I ___L ___ TOTAL (Also enter on line 7, Recapitulation) $ 40,511. OL_ (If more space is needed, insert additional sheets of some size.) REIl-1511 EX+ (12-99) . d~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATEOF FLORENCE E. JOHNSON FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name 01 Personal Representative(s) Social Security Number(s)/EIN Number 01 Personal Representative(s) Street Address City State _ Zip Year(s) Commission Paid: 2. Attorney Fees - Allen D. Smith, Esq. $5,000.00 3. Family Exemption: (II decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State _ Zip Relationship 01 Claimant to Decedent 4. Probate Fees - Register of Wills $302.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ 5,302.00 (II more space is needed, insert additional sheets 01 the same size) REV.1512 EX.. (1-97) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FLORENCE E. JOHNSON FILE NUMBER Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. PA American Water-Final bill PPL Electric-Final bill UGI-Final bill 33.00 62.00 22.00 28.00 89.00 2. 3. 4. 5. Verizon-Final bill J. C. Penney TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 234.00 , ,REV-1513!ii" (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FLORENCE E. JOHNSON SCHEDULE J BENEFICIARIES FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 1. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. Douglas R. Johnson Son Sole Heir 651 North 67th Street Harrisburg, PA 17111 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, 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) ~ -. Register of Wills of Cumberland County INVENTORY Estate of Florence E. Johnson Estate No. ')." - "'S -l\-S '" Date of Death May 7, 2005 Social Security No. 207-22-1058 Also known as , Deceased , Personal Representalive(s) of lhe above Estate, deceased, verify that the items appearing on 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, lhat the valuation placed opposite each item of said inventory represcnts 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 (PEF ~ 3301), I/We verify that the statements made in this invenlory are true and correct. IIWe understand that false stalements herein made are subject to the penalties of IS Pa.C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attomey: Allen D. Smith, Esq. Personal Representative: Douglas R. Johnson LD. No.: 17029 Address: 651 67th Street Address: 51 S. Front Street Steelton, PA 17113 Harrisburg, PA 17111 Signature:.JJ+ ~ Date: JJ - ~ - Ob~ Telephone: (717) 939-1891 Description Value Real estate situate at 32 Johns Drive, Enola, PA $116,456.00 124 shares Prudential stock @ $59.18/share $ 7,338.00 M&T Bank Account-Checking Acct. #9835995607 with accrued interest $ 6,178.00 2003 Ford Focus $ 8,500.00 Household Effects $ 1,500.00 I-~~ c=" c=:;:. t:;,J-' NOTE: The Memorandum of real estate outside lhe Commonwealth of Pennsylvania may, at the election of the personal represenral""e, include ~ value of each .tem, bUI such figures should not be extended into the total of the Inventory. c :~~ (Attach Additional Sheets if necessary) Total $139,97~~00 RW-4 1- l I ,I <:::) .'!-'1 \--,-:-1 ,"'".-) ?~-j " S~ .,:',0 C) =s ("~) ,"'I , .,' ,''') ~~f~ !~ -"'" CJl -.J