HomeMy WebLinkAbout08-16-06 (2)
,
REV-tSOO EX + (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-{)601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST. AND MIDDLE INITIAL)
HARNETT
DATE OF DEATH (MM.DD.Year)
JANET
H.
DATE OF BIRTH (MM.DD.Year)
OFFICIAL USE ONLY
FILE NUMBER
2 1 -0 6 0 6 3 3
""'C'C'D"NTY"COOE ~EA~ - - NliMiiER- -
SOCIAL SECURITY NUMBER
140-05-2780
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date 01 deatt1 pnor 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)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATIONStlOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
MARCUS A. McKNIGHT III 60 WEST POMFRET STREET
FIRM NAME (If Applicable)
IRWIN & McKNIGHT
TELEPHONE NUMBER
717 249-2353 CARLISLE PA 17013
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06/12/2006 09/07/1911
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL)
[X] 1. Original Return
o 4. Limited Estate
o 6. Decedent Died Testate (AnachcopyofWillj
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (dale 01 d,afn an" 12.12.821
o 7. Decedent Maintained a Living Trust (Altach copy 01 Trusfl
o 10. Spousal Poverty Credit (dal'Ofdealh between 12.31.91 and 1.1.95)
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I. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole.Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non.Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1.7)
9. Funeral Expenses & Administrative Costs (Schedule H)
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)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
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, ortransfers under Sec. 9116 (a)(1.2)
0.00 X _(15)
209,438.76 X .045 (16)
0.00 X .12 (17)
0.00 X .15 (18)
(19)
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
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> ><BE SUFU::rO<ANS\\'EFfALLQUESTIONSON REVERSE SIDE AND RECHECKMATH<: <
L/
OFFICIAL USE ONLY
I
199,445.381
I
27,643.14
I)
----.J
r~'
227,088.52
15,247.00
2,402.76
(11)
(12)
(13)
17,649.76
209,438.76
(14)
209,438.76
REV-1503 EX + (6-98)
,.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
HARNETT
JANET
H
FILE NUMBER
21 06
0633
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1,
DESCRIPTION
VALUE AT DATE
OF DEATH
199,445.38
MERRILL LYNCH - #872-56884
CMA/PIMCO/NFJ/ALLlANZ BAL TAX/MLCV
3! a pa.. t/
~
NftyD ~
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
199 445.38
REV-15G8 EX + (6-98)
.*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
HARNETT
FILE NUMBER
JANET H. 21 06
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.
0633
ITEM
NUMBER
1.
DESCRIPTION
MERRILL LYNCH BBA ACCOUNT #872-41380
VALUE AT DATE
OF DEATH
4,313.16
2.
M&T BANK - Checking Account #1030973
8,358.61
3.
M& T BANK - Certificate of Deposit #031003910436970
ESe Acct for Ewing Brothers FNL Home
1,234.75
4.
M&T BANK - Certjficate of Deposit #031003910679851
ESe Account for Ewing Brothers FNL Home
3,691.93
5.
M&T BANK - Certificate of Deposit #031003912753596
10,044.69
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
27643.14
REV-1511 EX + (12-99)
'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
HARNETT
FILE NUMBER
JANET
H
21
06
0633
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Ewing Brothers Funeral Home 3,337,00
2. Cold Spring Presbyterian Cemetery - Cremation 375,00
B. ADMINISTRATIVE COSTS:
1, Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)/EIN Number of Personal Representatlve(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees Irwin &McKnight 10,500,00
3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 388,00
5. Accountant's Fees
6. Tax Retum Preparer's Fees Patricia A. Rosendale, CPA 375.00
7. Register of Wills - Filing Fee 30.00
8. Notary Fees 30.00
9. Cumberland Law Journal - Estate Notice 75.00
10. The Sentinel - Estate Notice 137,00
TOTAL (Also enter on line 9, Recapitulation) $ 15247,00
(If more space IS needed, insert additional sheets of the same size)
REV-1512 EX + (6-98)
'W
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HARNETT
FILE NUMBER
JANET
H.
21
06
0633
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
Chapel Pointe - Nursing
2,241.25
2.
Millennium Pharmacy Systems, Inc. - Medical
161,51
TOTAL (Also enter on line 10, Recapitulation) $
2402.76
(If more space is needed, insert additional sheets of the same size)
REV"5,13EX+<*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
::>1 06
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
UMJI\Ii='TT
JANET
H.
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
See, 9116 (a) (1.2)]
1,
Dennis E. Harnett
85 S. Main Street, Apt 4
Phillipsburg, NJ 08865
Lineal
2.
Elizabeth H. Bowes
1920 Esther Drive
Carlisle, PA 17013
Lineal
0633
AMOUNT OR SHARE
OF ESTATE
1/2 Remainder
1/2 Remainder
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-15DO 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)
Richard M. Coffee
Vice President
Financial Advisor
Global Private Client Group
f:it~
~ Merrill Lynch
July 24, 2006
214 Senate Avenue
Suite 501
Camp Hill, Pennsylvania 17011
7179754626 Direct
800 937 0735 Toll Free
FAX 717 975 4663
richard_coffee@ml.com
Irwin & McKnight
Attn.: Marcus A. McKnight III
West Pomfret Professional Building
60 West Pomfret Street
Carlisle, P A 170 I 3
J~IDWlt~
JUL 26 LOOb
iHWIN & McKNIGHT
RE: Estate of Janet H. Harnett
Account #872-56884/0pened 2005
Account#872-41380/0pened 1989
Dear Mr. McKnight,
Per Mrs. Bowes request, I am sending you the date of death value of the above referenced
accounts. Both of these accounts were listed only in the name of Janet H. Harnett.
Concerning the interest accrued to date of death, her May statement will have year to date
until May 31 st, 2006. Her June statement will have any interest earned in the daily
activity up to date of death, June 12,2006.
We will require a Short Certificate dated with 60 days. I will also need the enclosed
Affidavit of Domicile filled in and signed in the presence of a Notary Public
Please contact me with any questions you may have or if I can be of any further
assistance.
FC: COFFEE,RICHARD
KAI' PRC
ACCT : 872 - 56884
JANET H HARNETT
1920 ESTHER DR
CARLISLE PA 17013
POS/PGS:
UNPRC
12/05 INT:
MCSH
INTC
FME
SMA
MCAL
TCAL
UPDATE: N
CUSTOMER ACCOUNT ASSETS
(717)249-3975
59/ 06
o
889.00
.00
.00
o
.00
.00
.00
07:35 06/13/06 PG 1
COB 06/12/06
FC: 8145
T~9;~~5. ~
L-..~~o
.00
.00
5,020.00.
.00
.00
.00
PAY 428.87
CSH 428.87C
SETB 887.42C
SETD 6/15/06
FF: N
PRV YR:
SEC #
HM2J3 C
HM2M4 C
HOLW8 C
H26D6 C
H26E4 C
H26L3 C
H26L6 C
H27A4 C
H27BO C
H2761 C
002BO C
007BO C
01405 C
02337 C
04607 C
04853 C
079W8 C
144X5 C
145W7 C
149S9 C
18320 C
19639 C
224JO C
226C6 C
24407 C
24465 C
28009 C
312G8 C
405S5 C
415J3 C
417B3 C
42451 C
44609 C
44728 C
45886 C
46ES4 C
46JR7 C
47205 C
47429 C
48654 C
57115 C
594S6 C
59465 C
05/--/--
SEC SYMBOL
HM2J3
HM2M4
HOLW8
TN ZFB
TN BMC
US DSD
H26L6
H27A4
H27BO
US EBJ
ALL
MO
AT
T
APC
BUD
BAC
CVX
COP
CBS
KO
CAG
DRE
DTE
RRD
DOW
FRE
GSK
JPM
KEY
KSE
KMB
LTD
LNC
LYO
MS
MRO
MAS
MAT
MRK
OXY
PTR
PBR
215,062 0
---- DESCRIPTION ----
FEDERAL NATL MTGE AS
FED NAT'L MORTGAGE A
FEDERAL HOME LN MTG
U.S.TREASURY NOTE
US TSY INFLATION NOT
U.S. TREASURY BOND
US TREAS INFLATION N
U.S. TRSY INFLATION
U.S. TREASURY NOTE
U.S. TREASURY BOND
ALLSTATE CORP DEL
ALTRIA GROUP INC
ALLTEL CORP DEL
AT& T INC
ANADARKO PETE CORP
ANHEUSR BUSCH COS IN
BANK OF AMERICA CORP
CHEVRON CORP
CONOCOPHILLIPS
CBS CORP NEW
COCA COLA COM
CONAGRA FOODS INC
DUKE REALTY CORP NEW
DTE ENERGY COMPANY
R R DONNELLEY SONS
DOW CHEMICAL CO
FREDDIE MAC
GLAXOSMITHKLINE PLC
JPMORGAN CHASE & CO
KEY CORP NEW
KEYS PAN CORP
KIMBERLY CLARK
LIMITED BRANDS INC
LINCOLN NTL CORP IND
LYONDELL CHEMICAL PV
MORGAN STANLEY
MARATHON OIL CORP
MASCO CORP
MATTEL INC
MERCK&CO INC
OCCIDENTAL PETE CORP
PETRO CHINA CO LTD SP
PETRLEO BRAS VTG SPD
<MORE>
- QUANTITY -
4,000
5,000
5,000
6,000
5,000
5,000
5,000
5,000
10,000
2,000
35
25
30
71
40
45
45
35
30
40
45
90
55
45
60
45
30
40
50
110
55
30
20
35
80
30
55
70
125
115
20
20
10
ACCT
T-VAL
RAFND
STFND
C-MNY
C-OTH
BCORT
I/ANU
MFA
o
CURR PX
101.2500
101.5940
99.6560
100.4340
100.5820
140.8980
102.1290
103.5700
98.9100
135.2110
53.6000
71.0900
60.3100
26.6600
46.7800
44.9700
48.4100
57.5900
59.6300
25.7500
43.3100
22.2100
34.2800
41.6900
30.3800
37.8900
56.8000
54.0600
41.6000
36.0200
40.4100
59.9800
25.6100
56.2000
21.5600
58.2000
72.2800
28.4600
16.3400
33.3700
96.2600
95.0400
74.0800
VALUE --
4,050
5,079
4,982
6,026
6,361
7,044
6,335
5,772
9,891
2,704
1,876
1,777
1,809
1,892
1,871
2,023
2,178
2,015
1,788
1,030
1,948
1,998
1,885
1,876
1,822
1,705
1,704
2,162
2,080
3,962
2,222
1,799
512
1,967
1,724
1,746
3,975
1,992
2,042
3,837
1,925
1,900
740
KAI
ACCT:
SEC #
595H5 C
61001 C
64029 C
64043 C
663WO C
66621 C
672M1 C
71680 C
72458 C
78867 C
79B06 C
8CBE5 C
82354 C
9HPC5 C
9HPC6 C
94SK9 C
. PRC
872-56884
SEC SYMBOL
PGN
PFE
RF
RAI
STX
STA
SRE
SWK
SVU
VFC
VZ
WM
WHR
FXICX
FXIMX
94SK9
CUSTOMER ACCOUNT ASSETS
(717)249-3975
DESCRIPTION ---- - QUANTITY -
PROGRESS ENERGY INC 45
PFIZER INC DEL PV$O. 160
REGIONS FINL CORP 115
REYNOLDS AMERICAN IN 20
SEAGATE TECHNOLOGY 80
ST. PAUL TRAVELERS C 45
SEMPRA ENERGY 40
STANLEY WORKS 40
SUPERVALU INC DEL 50
V F CORPORATION 35
VERIZON COMMUNICATNS 60
WASHINGTON MUTUAL IN 95
WHIRLPOOL CORP 20
PIMCO FIXED INCOME S 1,745
PIMCO FIXED INCOME S 1,810
ML BANK DEPOSIT PROG 5,020
<END>
CURR PX
43.2900
23.2900
33.9200
109.2500
22.2400
42.7000
44.4700
45.8100
29.5000
63.5400
31.3300
44.6500
83.3300
11.2900
10.8800
1.0000
COB
FC:
06/12/06
8145
VALUE --
1,948
3,726
3,900
2,185
1,779
1,921
1,778
1,832
1,475
2,223
1,879
4,241
1,666
19,701
19,692
5,020
FC: COFFEE, RICHARD
KAI' PRC
ACCT: 872 -41380
JANET H HARNETT
1920 ESTHER DR
CARLISLE PA 17013
PAY
CSH
SETB
SETD 6/01/06
FF: N
PRV YR:
SEC #
94SK9 C
.16
.16C
.16C
05/04/03
SEC SYMBOL
94SK9
CUSTOMER ACCOUNT ASSETS
(717)249-3975
1/ 01
o
.00
.00
.00
o
.00
.00
.00
07:40 06/13/06 PG 1
COB 06/12/06
FC: 8145
TYPE: BBA
4,313.16
.00
.00
.00
4,313.00
.00
.00
.00
POS/PGS:
UNPRC
12/05 INT:
MCSH
INTC
FME
SMA
MCAL
TCAL
UPDATE: N
16,578 244,748
---- DESCRIPTION ----
ML BANK DEPOSIT PROG
<END>
196,937
- QUANTITY -
4,313
ACCT
T-VAL
RAFND
STFND
C-MNY
C-OTH
BCORT
I/ANU
MFA
CURR PX
1.0000
VALUE --
4,313
.~ M&rBank
499 Mitchell Road, Millsburo, DE 19966 Mail Code LJE-MI3-12
Phone (888) 502-4349
Fax (302) 934-2955
July 5,2006
Law Offices
Irwin & McKnight
West Pomfret Professional Building
60 West Pomfret Street
Carlisle, Pennsylvania 17013-3222
JlCiU'li~
JuL - 7 ZUllb
Re: Estate or- Janet H Harnett
Social Security: 140-05-2780
Date of Death: June J 2, 2006
lRWfN & McKNIGHT
Dear Sir or Madam:
Per your inquiry dated June 27, 2006. please be advised that at the time of death, the above-named decedent had on deposit
with this bank the following:
I. 7.\pe c;(Accounl Checking Account
Accounl Number 1030973
Ownership (Names of) Janel H Harnett *
Opening Dare OS/23/89
Balance on Dale ofDealh $8,358.02
Accrued Interesl $ 0.59
Tulal $8,358.61
~
l.\;pe of A ccollnl
Cerrijicale of Deposit
Account Number
031003910436970
Ownership (Names of)
Janet H Harnett *
L'SC Acetfor Ewing Brolher FNL Home *
Opening Dale
09/24/99 Closed 06/16/06
Balance on Dare of Death
51,209.79
A ccrued I nl eresl
5 24.96
Tolal
$1,234 75
3.
Type 'if Account
Certificate of Deposit
Account Number
031003910679851
CJwnership (Names oj)
Janet H Harnett *
ESC Acctfor Ewing Brother FNL Home *
Opening Date
02/08/00 Closed 06/16/06
Balance on Date ojDeath
53,658,98
A cerued Interest
$ 3295
Total
$3,69193
4, Type of Account Certificate of Deposit
Account Number 031003912753596
Ownership (/Varnes of) Janet H Harnett *
Opening Date 05/08/06
Balance on Date of Death $10,000.00
Accrued Interest S 44,69
Total $10,044.69
5,
Type o(Account
Certificate of Deposit
A ccount Number
031003911 158094
Ownership (Names of)
Janel H Harnett *
Opening Date
08/06/91 Closed 02/07/05
Balance on Date of Death
$ 000
Please be advised. there was no safe deposit box found for thc above decedent.
· For further account informatiun, regarding ownership, closures andlor reimbursement of funds, etc., please call
the North Middleton Office # 717-240-4521.
Sincere Iy,
~~
Nancy Clagett
Record, Management
Ewmg Brothers Funeral Home, Inc.
630 South Hanover Street
Carlisle, PA 17013-
(717)243-2421
June 16, 2006
Elizabeth H, Bowes
1920 Esther Dr.
Carlisle, PA 17013
The Funeral Service for Janet H. Harnett
We sincerely appreciate the confidence you have placed in us and will continLle 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.
I. PROFESSIONAL SERVICES
Services of Funeral Director/Staff .
2. FACILITIES AND SERVICES
Viewing (Visitation/Wake). . .
3. AUTOMOTIVE EQUIPMENT
Vdllc1e to transfer remains to Funeral Home
$1225,00
$695.00
$225.00
C. SPECIAL CHARGES
Direct Cremation. . . . . . . . . . . . . . . . . . . . . .
FUNERAL HOME SERVICE CHARGES . . . . . . . . . .
THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE
THAT YOU HAVE SELECTED . . . . . . . . . . . . .
$245,00
$2390.00
$2390.00
Cash Advances
Clergy/Mass Offering, . . . . . .
Certified Copies ofthe Death Certificate .
Sentinel Obit. . . . .
Coroners Authorization fee
Cremation pouch. . . .
Register book/McmFldrs/TLJ Cards
Cherry Urn. . . . . . . .
TOTAL CASH ADVANCES AND SPECIAL CHARGES.
$ I 50.00
$3600
$131.00
$25,00
$35,00
$150.00
$420.00
$947.00
Total
Totai Cost .
$3337.00
SUB-TOTAL
INITIAL PAYMENT / DISCOUNT / CREDITS
$333700
000
TOTAL AMOUNT DUE $3337.00
~t23r. 'I? ,jI~ #~r
, SO (,)'7 "IIf"/ r
~ ~ ~,lj 2. t ;/0r~r
9".,../ ~~ .rM. 6tJ
Member of National Funeral Directors Association