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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 I I I I I I I I 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~. \ ,/ ()~. -I "A;: J, ' 'CUI . I win, Executor omfret Street r~ \ ( , \ 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. , . '-, 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. C.,) ,'"~._~ '.."..."J o -0 \1) VI c<l \1) (.) \1) 0 >- ..t: o:f >- E-< u.J ~ ::l '2 c.:: u.J c<l E-< 0 >- ~ u.J Z .... < 0 ;;:, 0.. E-< c.:: o:l 0 0 VI u.J CI) < c:: c.:: \1) c:: ~ ::r: 0.. u.J E-< ~ 1) Z E-< .....l w... CI) I: c.... .....l < 0 '7 < ::;E o;l >-. rl ~ w... u.J U c: 0\ ~ 0 Z c.:: < S' 0 ::l 0 ~ 0 ~ Z CI) u c.:: ~ ~ u.J trJ -0 > c:: N 0.. oj ::i b I: 11) Z -g 11) :;; ::; .....l U 11) OJ) c<l 0.. \1) ..... '5 VI u.J ;>.. c:: II) .~ c:: '..) ..... ::,s ..::: .8 o:l 4: ..... Zl II) ~i 0 0 ~I 0::: fA' -0 ~ LL; ..::..: o o 0:: . REV-1500 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 9 2 4 CO'UNTYCOOE -YEA~ - - NuMBeR- - ~ Z W C W o W C 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 W I- :.:: :!(/) o IX:.:: wo.o :1:00 OIX...J 0.1D 0. <C [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 I- Z W C Z o 0. (/) W IX IX o o z o i= ~ ...J ::) ~ ii: ~ o w a: z o i= ~ ~ ::) a. == o o >< ~ ~ 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 I I 190,698.40 35,049.11 ,~ .) 1=) c; (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 < < " ,., \..... \"" 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 "e"""~.,". 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. /I -+-- . ,i tJl A..P,h i^rrn ~aAC-7r (~/x~~~-j 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. 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Q. '< (Q3a.P.~1 ~O)CDmcni g~ ~:Q: ~i Cl..CDWCT(") O-ICO::T :J~3o~ O)CDg~(Q a. x --0 <Do. 0) CD :T 0) ...... 3 ~''< _ CD-03.3Q -o-CDCDO) 5" ~ CD a ::3 :'?;5~ I o~"1J.I ::T_gJzg CDQO)-:J ~-g~~a. enenco ~"'::3:=J Cl..~:;a. Qg::T$ CD :J CD en XCl..CTZ (")0)00 $ -< 5.~ ~ ~ (ii' p. ~~U1g a. 0) '< CD !!l. 15'm =- <D:Jcn~ o C o::~ . .';':5: . U1 ~ w~ OJ -- co(') mlD o o o o lJ 0) CO <tI .j:>. S. .j:>. ::: ~I coS::: OlD ~ I I~I I -j o - 0.> 9f ::s )>< () CD =::s < - CD 0 - ~ :J,< < CD :0 ~CD 0"0 -< 0 ~ - JJ CD-U ""0 :::::!. :::::!.~ 0- 5'0 (00.> oeD 0.> .. eD-' .. 0 --- -' -' oc)) i\5i\5 00 00 (J1(J1 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 ~~~~uw~~ -.- ~ ""? d! 1 t Re: Estate of' Velma W Starner Social Securitv: 181-03-9938 Date of Death: October 02. 2005 .r. lRV{IN & r r", el('} ..,-~,- 1"""\, ;'."-J ',~ ~ ~..l..,. ,1 .,J l,c 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, ", // u . "F~"". /'x > ./'"1-''''7 .::'7'" -'2-~ ~/ / _ r. ,,-': ':'-;'-(; ,-_.? - /( ,-.:{ 5 ,7 / ., l.- ~ /! / '/ .c- 0./ Nancy Clagett Records Management BRICKERS AUCTION Complete Auction Service Auction - Wednesday Evenings 766-5785 Ch~ck Bricker, Auctioneer TOT AL SALE COMM. CLEAR. ..ST>~