HomeMy WebLinkAbout12-11-06
REV-1500 EX + (6-00)
OFFICIAL USE ONLY
*'
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I FILE NUMBER
. II
06
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
i DECEDENTS NAME (LAST. FIRST, AND MIDDLE NITIAl)
LFranklin, Gwendolyn M
: DATE OF DeATH (MM-DD-YEAR,------ I DATE OF BIRTH (MM-DD-YEAR)
I 04-21-2006 I 04-17-1926
. (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
I
I COUNTY CODE YEAR
I ~~IAl SECURITY NUMBER
~ 3-26-5911
I THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
I
i SOCIAL SECURITY NUMBER
!
~-- ---------i--., .----
1X11. Original Return
o 2. Supplemental Return
lOq~
NUMBER
REGISTER OF WILLS
[J 3. Remainder Retum (date of death prior to 12-13-82)
U 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
354 Alexander Spring Road, Suite 1
Carlisle, PA 17015
W
l-
ll!: :l! (I) D. 4. Limited Estate D. 4a. Future Interest Compromise (date of death after
lil g: ~ 12-12-82)
~ ~ ~ W 6. Decedent Died Testate (Attach 0 7. Decedent Maintained a Living Trust (Attach
lL copy of Will) copy of Trust)
"t I LJ 9. Litigation Proceeds Received 0 10. Spousal PovertY Credit (date of death between D 11.Election to tax under Sec. 9113(A) (Attach Sch 0)
, 12-31-91 and 1-1-~5)
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~ I NAME I COMPLETE MAILING ADDRESS
~ . Patricia R. Brown, Esq. '
~ I FIRM NAME:(lf applicable)
~ I SALZMANN HUGHES PC
~
8 I TElEPHON~ NUMBER
: 717-2149-6333
----j-_._- ,
i 1. Reali Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
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4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Sch~ule E)
6. Join$y Owned Property (Schedule F)
D !Separate Billing Requested
7.lnter.jvivos Transfers & Miscellaneous Non-Probate Property
(Sch~dule G or L) D Separate Billing Requested
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)
(1 )
None
OFFICIAL USE ONLY
(2)
None
(3)
(4)
(5)
(6)
(7)
None
None
6,640.00
677.84
27,221.09
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(9)
(10)
1,9'95.00
1,287.49
(11 )
(12)
13. Cha~table 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)
(13)
(14)
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3,282.49
31,256.44
0.00
31,256.44
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amo-,nt of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15)
z or tr~nsfers under Sec. 9116(a)(1.2)
0 (16)
j: 16.Amo~nt of Line 14 taxable at lineal rate 31,256.44 x .045
~
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Do.. 17.Amo~nt of Line 14 taxable at sibling rate 0.00 x .12 (17)
:i:
0
0 18. Amou.nt of Line 14 taxable at collateral rate 0.00 .15 (18)
)( x
~ 19. Tax pue
(19)
Copyright 2002 form software only The Lackner Group, Inc.
0.00
1,406.54
0.00
0.00
1,406.54
Form REV-1500 EX (Rev. 6-00;
Rev-15G8 EX+ (6-98)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERIT A/'fCE TAX RETURN
RESIDENT DECEDENT
Franklin, Gwendolyn M
FILE NUMBER
21-06-
ESTATE OF
Include the proceeds of I~igation and the date the proceeds were received by the estate.
All property jolntly-owned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 2004 Kia Rio Sedan
VALUE AT DATE
OF DEATH
6,640.00
TOTAL (Also enter on Line 5, Recapitulation)
6,640.00
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
Rey-1509 EX+ (6-98)
~
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEAL l1H OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Franklin, Gwendolyn M
FILE NUMBER
21-06-
ESTATE OF
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
A. Donna J Zile
ADDRESS
RELATIONSHIP TO DECEDENT
96 Peach Glen Road
Gardners, PA 17324
Daughter
B. Benjamin J Zile
96 Peach Glen Road
Gardners, PA 17324
Grandson
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 DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET INTEREST DECEDENT'S INTEREST
JOINTLY-HELD REAL ESTATE.
1 A,S 1/18/2005 M& T Bank - certificate of deposit 2,033.55 33.333% 677.84
TOTAL (Also enter on Line 6, Recapitulation) 677.84
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule F (Rev. 6-98)
rm
Rev-1510 EX+ (8.98)
*
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COM'AONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Franklin, Gwendolyn M
FILE NUMBER
21-06-
ESTATE OF
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM DESCRIPTION OF w,....", Y DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE.
1 ACNB - esteem checking account joint with 5.189.87 3.000.00 2.189.87
Donna Zile & Benjamin Zile; opened 10/14/2005
2 M& T Bank - classic checking joint with Donna 2.555.69 100.000 2.555.69
Zile and Benjamin Zile; opened 11/18/2005
3 ACNB - certificate of deposit joint w/Donna Zile 25.475.53 100.000 3.000.00 22.475.53
in trust for Benjamin Zile; opened 10/29/2005
TOTAL (Also enter on Line 7, Recapitulation) 27.221.09
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule G (Rev. 6-98)
REV-1151 EX+ (12-99)
'*
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Franklin, Gwendolyn M
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-06-
ESTATE OF
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
Dugan Funeral Home 1,480.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2. Attorney's Fees SALZMANN HUGHES PC 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 15.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
TOTAL (Also enter on line 9, Recapitulation) 1,995.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev-1612 EX+ (6-98)
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Franklin, Gwendolyn M
FILE NUMBER
21-06-
ESTATE OF
Include unrelmbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 Carlisle Regional Medical Center
VALUE AT DATE
OF DEATH
566.64
2 Chase
63.95
3 Verizon Wireless
48.41
4 West Shore EMS - Carlisle
608.49
TOTAL (Also enter on Line 10, Recapitulation)
1,287.49
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I (Rev. 6-98)
REV 1513 EX+ (9-00)
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NUMBER
Franklin, Gwendolyn M
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
C1istributions, and transfers
under Sec. 9116(a)(1.2)]
FILE NUMBER
21-06-
ESTATE OF
RELATIONSHIP TO
DECEDENT
Do Not List Trusteelsl
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
I.
Donna J. Zile
96 Peach Glen Road
Gardners, PA 17324
Daughter
remainder
Total
Enter dollar amounts for distributions shown above on lines 5 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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
0.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev. 6-98)
----
L;4.SfJ'WILL.MVtD WSfJ'ft9t1JE:Jfl'
OF
GWENDOL YN !v1ILLER FRANKLIN
I, GWENDOLYN rv1ILLER FRANKLIN, of Carroll County, Maryland, being of sound and
disposing mind, memory and understanding and capable of making a valid deed and contract, do
hereby revoke any and all wills and codicils heretofore made by me and do hereby make, publish and
declare this instrument to be my Last Will and Testament in the manner and form following:
FIRST: I direct my Personal Representative, hereinafter named, to pay my just debts and
funeral service expenses as soon after my demise as is practicable, expending such sums for my
funeral expenses as they may consider fitting and proper, regardless of any legal limitations and
without the necessity of an Order of Court approving any of the same. I further direct that my body
be donated to the State Anatomy Board.
SECOND: I give, devise and bequeath all of my property and estate, whether real, personal
or mixed unto my daughter, DONNA J. ZILE, if she survives me. In the event that DONNA J. ZILE
f::til~ t" ~11rvive me. I give: devise and bequeath all of my property and estate unto my grandson,
BENJAMIN 1. ZILE, per stirpes. If BENJAMIN 1. ZTLE also fails to survive me and he dies leaving
no lineal descedants who do survive me, I give, devise and bequeath all of my property and estate
unto my son, JOHN HENRY FRANK.
THIRD: ! herein acknowledge my husband E.-\~ ARTHUR FRANKLIN, SR. in this my
Last Will and Testament, and I intentionally leave him nothing herein.
/:!/YJ :1
GMF
...'
FOURTH: All estate and inheritance taxes payable with respect to all property included ffi
my gross probate estate shall be paid by my Personal Representative out of my estate and they shall
be charged against the respective devisees, legatees~ beneficiaries or other recipients according to the
respective interest they receive.
FIFTH: I hereby nominate and appoint my daughter, DONNA 1. ZILE, Personal
Representative of my estate. In the event that my daughter, DONNA J. ZILE, should predecease me
or fail to quaIify or continue as' Personal Representative of my estate, I hereby nominate my
grandson, BENJAMIN J. ZILE, to serve as my Personal Representative. If BENJAMIN J. ZILE
should also predecease me or fail to qualify or continue as Personal Representative of my estate, I
hereby nominate my son, JOHN HENRY FRANK, to serve in his stead.
SIXTH: No person named as Personal Representative of my estate shall be required to give
bond as such, but ifbond for any reason shall, nevertheless, be required by a proper court, the cost of
said bc::d shal~ =~ paid out of~y estate.
SEVENTH: In any case in which my Personal Representative may be required, pursuant to
any provision of this Will, to divide the principal of my estate into shares and distribute such shares,
they are authorized to make such division or distribution in kind or in money or partly in kind ane
partly in money. For the purpose thereof, the judgment of my Personal Representative shall be
conclusive.
EIGHTH: In addition to all the powers, duties and discretion granted to or imposed on my
Personal Representative by law, ~ further confer upon my Personal Representative full power to do
all things necessary and proper for the prompt settlement of my estate without application to, the
approval of, or ratification by the Court having jurisdiction over the administration of my estate. In
.b.t:fI-
GMF
...,,:.,!,r, $. ''''''''........-.- """""1'..... ......"" .,.
- - r "-~ ,,~".'" "T~"'C,_,. '7"",""~-~.".__ -~~_." "<>._....~_..,._"""'..._ "..,.~ ,~;O.",~.,~ .,,-, ",.Il' -#'_ ~~_ "."..~~_'r",",,-"""-
...,.,,__~,.,~>,. i-.;,~;, ',_,,,;, -'. ,"""'.....,....'",,"'--.
furtherance of the powers granted, I hereby more particularly grant and confer the tight to sell, lease,
exchange, pledge, hypothecate, convey, and irrevocably dispose, in any manner whatsoever,
conditionally or absolutely, any and all of my property, real and personal~ and to execute and deliver
any and all necessary deeds or other instruments in writing necessary and expedient therefor . No
purchaser or other person dealing with the Personal Representative shall be under any obligation to
see to the application of the purchase money or other consideration.
IN TESTIM:ONY WHEREOF, I have hereunto subscribed my name thi/b' ~~ of
August, 2004.
~;~~dt>J1- ~Jth:'-
GWEND YN MILLER FRANKLIN
The preceding instrument consisting of three (3) typewritten pages, was on the day and date
hereinabove written, signed, published and declared by the above named Testatrix, G WENDOL YN
NIILLER FRANKLIN, as and for her Last Will and Testament, and also each of the preceding pages
was initialed by her, and she signed the same in our presence and we the undersigned at her request
and in her presence and in the presence of each other, have hereunto subscribed our names as
witnesses.
/~ .~ /~ /:?
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i~~/ 0( /<.. f, \ ~~ C:>
\~S
1643 LIBERTY ROAD SUITE 105
ELDERSBURG, MD 21784
/1 / 'JI I. / I
{A YtL /;fii d:;~~
WITN(ESf
1643 LIBERTY ROAD SUITE 105
ELDERSBURG, MD 21784
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GMF
f:! M&rBank
Manufacturers and Traders Trust Company, 631 Holly Pike, Mount Holly Springs, PA 17065
7174863038 FAX 7174867269
September 18, 2006
Salzmann Hughes, P.C.
354 Alexander Spring Rd., Suite 1
Carlisle, P A 17013
A TIN: Jacqueline
RE: Gwen M. Franklin
Ms. Franklin maintained two accounts at M&T Banle
Checking account #9838248160 opened Jan. 18,2005
Certificate of Deposit #31003914739883 opened Nov. 29,2005
Both account are titled jointly in the following names:
Gwen M. Franklin or
Donna J. Zile or
Benjamin J. Zile
I have supplied a copy of the most recent checking account statement for your use.
If you have any question, please contact me at (717) 486-3038.
:;;JIY,
wend~ .16
Branch Manager
Mt. Holly Springs Office
(717) 486-3038
!:1 M&I'Bank.
499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12
September 21, 2006
Donna Zile
Estate of: Gwen Franklin
96 Peach Glen Rd.
Gardners, PA 17324
RE: Estate of: Gwen Franklin
Account Number: 31003914739883,9838248160
Date of Death: April 21, 2006
Dear Sir or Madam:
Per a memo from Wendy Rang at M&T Bank, dated September 18, 2006, please be advised at the
time of death, the balance on the above referenced account was:
1.
Type of Account
Certificate of Deposit
Account Number
31003914739883
Opening Date
11/29/05 (account closed 09/18/06)
Balance on Date of Death
$2,027.53
Accrued Interest
$ 6.02
Total
$2,033.55
2. Type of Account Checking Account
Account Number 9838248160
Opening Date 11/18/05 (account closed 09118/06)
Balance on Date of Death $2,555.69
Accrued Interest $ 0.03
Total $2,555.72
/'...., ADAMS COUNlY
NATIONAL BANK
September 19, 2006
Salzmann Hughes, P .C.
Attorneys & Counselors at Law
354 Alexander Spring Rd-Suite 1
Carlisle, P A 17015
Re: Estate of Gwendolyn M Franklin
Dear Ms. Brown:
The following information is being provided as per your request:
Acct. Type Account Account Accrued Ownership Date Joint
No. Principal on Interest to
D.O.D. 0.0.0.
Checking 2209853 $5,188.30 $1.30 It. wI Donna 10-14-05
Zile and
Benjamin Zile
C.D. 165942 $25,000.00 $475.53 Jt. w Donna 10-29-05
Zil e in trust for
Benjamin Zile
Inquiries concerning ACNB Corporation stock information should be directed to the Registrar and Transfer
Company at 1-800-368-5948. If you need any additional information, please contact me at (717)339-5116.
Sincerely,
'-A~ h~
Lois Kime
Deposit Services
Kelley Blue Book - Trade-In Pricing Repoti - Kia, Rio
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