HomeMy WebLinkAbout11-23-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
IRWIN ROGER B ESQ
60 W POMFRET ST
CARLISLE, PA 17013
-------- fold
ESTATE INFORMATION: SSN: 181-03-9938
FILE NUMBER: 2105-0924
DECEDENT NAME: STARNER VELMA M
DATE OF PAYMENT: 11/23/2005
POSTMARK DATE: 11/23/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 10/02/2005
NO. CD 006028
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $8,724.28
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TOTAL AMOUNT PAID:
REMARKS:
CHECK# 022460
SEAL
INITIALS: MW
RECEIVED BY:
REGISTER OF WILLS
$8,724.28
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
COMMONWEAL TH OF PENNSYL VANIA
: SS
COUNTY OF CUMBERLAND
Roger B. Irwin
, being duly sworn according to law, deposes and says that he is the Executor of
the Estate of
Velma M. Starner
, late of Carlisle Borough
, Cumberland County,
Pennsylvania. deceased and that the within is an inventory made by
Roger B. Irwin
. the said Executor of the
entire estate of said decedent, consisting 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 and subscribed before me,
23rd
this day of November , 20Q~.
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omfret Street
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Carlisle. P A 17013
Address
Date of Dea
Notarial Seal
Karen S. Noel. Notary Public
Carlille 80ro. ~\ml~erland County
My COmJntsslO11 txplreOOec. 8, 2007
Day
10
Month
2005
Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
,
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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 1949.
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REV-1500 EX + (6-00)
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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 ONLY
FILE NUMBER
2 1 -0 5 0 9 2 4
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
STARNER
DATE OF DEATH (MM.DD-Year)
SOCIAL SECURITY NUMBER
VELMA
DATE OF BIRTH (MM-DD-Year)
M.
1 8 1 - - 0 - 3 9 9
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
10/02/2005 08/08/1914
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
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[Xl 1. Original Return
D 4. Limited Estate
D 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 (date of death prior 10 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)
THIS SECTION MUSTBE}OOMPtaED2;ALLCORRESPONoeNc$f~oCONf'tt)ENTfAt;"I:'AX'tNFORMATlONSHOULOrBEJOIRI;CTED 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
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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)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
OFFlm~~ USE ONLY
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190,698.40
35,049.11
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(B)
225,747.51
21,513.27
157.66
(11)
(12)
(13)
21,670.93
204,076.58
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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)
204,076.58
0.00 X _(15) 0.00
204,076.58 X .045 (16) 9,183.45
0.00 X .12 (17) 0.00
0.00 X .15 (18) 0.00
(19) 9,183.45
20. D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
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REV-1503 EX + (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
STARNER
FILE NUMBER
VELMA
M.
21
05
0924
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
190,698.40
U.S. TREASURY BONDS
SEE ATTACHED INVENTORY SHEET
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
190 698.40
REV-15GB EX + (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
STARNER
FILE NUMBER
VELMA M. 21 05
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.
0924
ITEM
NUMBER
1.
DESCRIPTION
M& T Bank - Checking Account #1124048
VALUE AT DATE
OF DEATH
14,245.97
2.
Sovereign Bank - Savaings Account #2894013172
19,192.55
3.
Personal Property
1,031.50
4.
Cash on Hand
579.09
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
35049.11
REV-1511 EX + (12-99)
'*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
STARNER
FILE NUMBER
VELMA
M.
21
05
0924
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B ADMINISTRATIVE COSTS:
. Personal Representative's Commissions
I.
Name 01 Personal Representative (s) ROQer B. Irwin 9,750.0C
Social Security Number(s)/EIN Number 01 Personal Representative(s) 194-24-1402
Street Address 60 West Pomfret Street
City Carlisle State P A Zip 17013
Year(s) Commission Paid:
2. Attomey Fees Irwin & McKnight 10,500.00
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 352.00
5. Accountant's Fees
6. Tax Return Preparer's Fees Pat Rosendale, CPA 350.00
7. Cumberland Law Journal, Estate Notice 75.00
8. The Sentinel, Estate Notice 129.77
9. Notary Fees 15.00
10. Register of Wills, Filing Fee 30.00
11 . Brickers Auction, Public Sale 311 .50
TOTAL (Also enter on line g, Recapitulation) $ 21,513.27
(II more space is needed, insert additional sheets 01 the same size)
REV-1512 EX + (6-98)
*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
STARNER
FILE NUMBER
VELMA
M.
21
05
0924
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
Church of God Home, Nursing
145.5E
2.
LANG HMA PHYS MGMT
12.1 (
TOTAL (Also enter on line 10, Recapitulation) $
(II more space is needed, insert additional sheets of the same size)
157.66
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
STARNER vELMA M. 21 05 0924
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. and transfers under
Sec. 9116 (a) (1.2)]
1. Leroy E. Starner Lineal 51,019.15
3710 Carlisle Road 1/4 Remainder
Carlisle, PA 17013
2. Janet E. Rickrode Lineal 51,019.15
920 Cassandra Lane 1/4 Remainder
Lakeland, FL 33809-3711
3. Ralph S. Starner Lineal 51,019.14
204 W. Ridge Street 1/4 Remainder
Carlisle, P A 17013
4. Darlene Galloway Lineal 51,019.14
45 Peachy Ann Drive 1/4 Remainder
Gardners, P A 17324
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)
I, VELMA M. STARNER, of the Borough of Carlisle, Cumberland County
la$t EHl aub Q}t$htffitttl
Pennsylvania, declare this instrument to be my last will and testament,
'hereby expresslY revoking all wills and codicils heretofore made bY me.
1. I authorize and empower my executors to sell any realty owned
'by me at my death, at either public or private sale, and to give good
and sufficient deeds therefor, in fee simple, as I could do if living.
My executors are authorized and empowered to continue to engage in any
business in which I may be engaged at my death, for such period as
seems expedient to said executors.
2. I devise and bequeath all of my estate of every nature and
wherever situate to my five children, Leroy Edward Starner, Janet Ethel
Rickroad, Ralph Sterling Starner, Donald Ernest Starner and Darlene
Doris Gallaway, share and share alike.
If any of my said children die
before my death, then this gift shall go to my surviving children,
share and share alike.
3. I nominate and appoint Roger B. Irwin and Harold S. Irwin, Jr.
to be the executors of this my last will and test~ent; they are to
serve as such without bond.
4. I hereby suggest that my personal representative retain the
services of Irwin, Irwin & Irwin, as attorneys in the settlement of
my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
(2;; L,a. )7", fr4'>~= ~-< .L-- (SEAd
VELMA M. STARNER I
Signed, sealed, published and declared by Velma M. Starner, the 1
testatrix above named, as and for her last will and testament, in the
presence of us, who at her request, in her presence and in the presence
'of each other have subscribed our names as witnesses hereto.
"'5 day of July, 1983.
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ACIUTQi..JLEDGEMENT AND AFFIDAVIT
We,
VELMA M. STARNER
BETZI A. MORRISON
and
SHARON L. SCHWALM
, the testatrix and the witnesses,
respectivelY, whose names are signed to the foregoing instrument,
being first duly sworn, do hereby declare to the undersigned
authority that the testatriX signed and executed the instrument
as her Last Will 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 of the witnesses, in the presence and
hearing of the testatrix, signed the Will as a witness and that
to the best of their knowledge the testatrix was at that time
eighteen years of age or older, of sound mind and under no
constraint or undue influence.
O;;~tt- k r jJf~-,:~
VELMA M. STARNER
,-Be~ ~ wr(})1l11-
BETZ A. MORR SON
. v1/;:;Z--t.-C'-<,( ,d1t1-.L.( Y? LI-~
SHARON L. SCHWALM
CO~10NWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by
VELMA M. STARNER
, the testatrix , and subscribed
and sworn to before me by BETZI A. MORRISON
, and
SHARON L. SCHWALM
wi tnes ses, this !:,
day of
July, 1983
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Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
DATE OF DEATH:
Velma M Starner
181-03-9938
October 2, 2005
Account #: 2894013172 Type:
In the name of: Ve1ma W Starner
Date of Death Balance:
Int.(YTD) from 1/1/2005 to
Accrued interest to date of death:
Savings
Open date: 3/12/1981
$19,192.55
9130/2005
$0.00
$76.78
Other Info:
Page 1 of 1
r!1 M&I'Bank
499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12
Phone (888) 502-4349
Fax (302) 934-2955
October 13,2005
Law Offices
Irwin & McKnight
West Pomfret Professional Building
60 West Pomfret Street
Carlisle, Pennsylvania 17013-3222
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Re: Estate of' Velma W Starner
Social Securitv: 181-03-9938
Date of Death: October 02. 2005
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Dear Sir or Madam:
Per your inquiry dated October 05, 2005, please be advised that at the time of death, the above-named decedent had on
deposit with this bank the following:
L Type of Account Checking Account
Account Number JJ 24048
Ownership (Names oj) Velma W Starner *
Opening Date o J/06/92
Balance on Date of Death $J.I,245.97
Accrued Interest $ 0.00
Total $/4,245.97
Please be advised, there was no safe deposit box found for the above decedent.
For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please call the
Stonehedge Office # 717-240-4524.
Sincerely, ",
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Nancy Clagett
Records Management
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