HomeMy WebLinkAbout01-19-07
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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
RI;Y-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Weaver, Clara E
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-VEAR)
o
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4a. Future Interest Compromise (date of death after
12-12-82)
7. Decedent Maintained a Living Trust (Attach
copy of Trust)
10 Spousal Poverty Credit (date of death between
. 12-31-91 and 1-1-95)
OFFICIAL USE ONLY
FILE NUMBER
2.1 tn
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
0070
NUMBER
179-05-1783
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
None
None
None
None
2,400.28
1,022.91
None
1,415.52
74.21
2109 Market Street
Camp Hill, PA 17011
15.Amount of Line 14 taxable at the spousal tax rate,
or transfers under Sec. 9116(a)(1.2)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
0.00
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05-09-2006
09-17-1916
(1 )
(2)
(3)
(4)
(5)
(6)
(7)
(9)
(10)
1 ,933.46
0.00
0.00
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(8)
3,423.19
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
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[!J 1, Original Return
o 4. Limited Estate
[!J 6. Decedent Died Testate (Attach
copy of Will)
o 9, Litigation Proceeds Received
2. Supplemental Return
(11 ) 1,489.73
(12) 1,933.46
(13) None
(14) 1,933.46
x .00 (15) 0.00
x .045 (16) 87.01
---~----,-._~-
x .12 (17) 0.00
x .15 (18) 0.00
(19) 87.01
13. Charitable and Govemmental 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)
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NAME
Robert C. Said is, Esq.
FIRM NAME (If applicable)
Said is, Flower & Lindsay
TELEPHONE NUMBER
(717) 737-3405
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
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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) 0 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)
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
Copyright 2002 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00;
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Df.!cedent's Complete Address:
STREET ADDRESS
801 North Hanover St.
CITY Carlisle
T STATE PA
IZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
87.01
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + 8 + C)
(2)
0.00
Total Interest/Penalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A This is the BALANCE DUE.
(3)
(4)
(5) 87.01
(5A)
(58) 87.01
Make Check Payable to: REGISTER OF WILLS, AGENT
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;..................................................................................
b. retain the right to designate who shall use the property transferred or its income;....................................
c. retain a reversionary interest; or..................................................................................................................
d. receive the promise for life of either payments, benefits or care?..............................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.. .... ............ .......... ........... ....... ......... ......................... ............. ...... .... ....... ........
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.........
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
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41 Azalea Drive
Hampton, VA 23669-3732
DATE
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DATE
ADDRESS
2109 Market Street
Camp Hill, PA 17011
0J 07
DATE
ADDRESS
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a
natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedenfs lineal beneficiaries is 4.5%, except as noted in 72 P.S.
~9116 1.2) [72 P.S. ~9116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's Siblings is 12% [72 P.S. ~9116 (a) (1.3)]. A sibling is
defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
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Rev-15G8 EX+ (6-98)
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SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMON~THOFPENNSYLVAN~
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Weaver, Clara E
FILE NUMBER
21--
Include the proceeds of litigation 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
VALUE AT DATE
OF DEATH
1
Refund, Church of God Home
307.78
2
Refund, supplemental insurance
1.547.00
3
Rent Rebate
500.00
4
The Sentinel, subscription refund
45.50
TOTAL (Also enter on Line 5, Recapitulation)
2.400.28
(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)
Rev-150S EX+ (6-S8)
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SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
If an asset was made Joint within one year of the decedenfs date of death, It must be reported on schedule G.
FILE NUMBER
21--
Weaver, Clara E
SURVIVING JOINT TENANT(S) NAME
A. Barbara Said is
ADDRESS
1214 Pheasant Drive South
Carlisle, PA 17013
RELATIONSHIP TO DECEDENT
Daughter
B.
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 DECD'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 1/1/2004 Cornerstone FCU, acct. #10549 - joint 30.75 50.000% 15.38
with Barbara Said is
2 A 10/28/1980 M&T Bank, checking account # 89137256 2.015.06 50.000% 1.007.53
- jOint with Barbara Said is
TOTAL (Also enter on line 6. Recapitulation) 1.022.91
(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)
REV-1151 EX+ (12-99)
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SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Weaver, Clara E
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21--
ITEM DESCRIPTION AMOUNT
NUMBER
A FUNERAL EXPENSES:
See continuation schedule(s) attached 853.64
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 500.00
See continuation schedule(s) attached
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
5. Accountanfs Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 61.88
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 1,415.52
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev.1502 EX + (6-9S)
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SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Weaver, Clara E
FILE NUMBER
21--
ITEM
NUMBER DESCRIPTION AMOUNT
1 Church donation 200.00
2 Funeral Flowers 116.60
3 Funeral Luncheon 392.34
4 Obituary 144.70
Subtotal
853.64
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
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Rev.1502 EX+ (6.98)
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SCHEDULE H-82
ATTORNEY'S FEES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Weaver, Clara E
FILE NUMBER
21--
ITEM
NUMBER DESCRIPTION
1 Saidis, Flower & Lindsay
AMOUNT
500.00
Subtotal
500.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B2 (Rev. 6-98)
Rev-1502 EX+ (6-98)
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SCHEDULE H-87
OTHER
ADMINISTRATIVE COSTS
continued
CQlN,tQNWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Weaver, Clara E
FILE NUMBER
21--
ITEM
NUMBER DESCRIPTION
1 Register of Wills, filing fee
AMOUNT
15.00
2 The Sentinel, death announcement
46.88
Subtotal
61.88
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1512 EX+ (6-98)
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SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
CClM'.tONWEAL TH OF PENNSYLVANIA
INHERrrANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Weaver, Clara E
FILE NUMBER
21--
Include unrelmbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 Continuing Care RX, drug bill
VALUE AT DATE
OF DEATH
74.21
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
TOTAL (Also enter on Line 10, Recapitulation)
74.21
Form PA-1500 Schedule I (Rev. 6-98)
~
. , REV.1513 EX+ (9-o0A
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SCHEDULE .J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
Weaver, Clara E
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
aistributions, and transfers
under Sec. 9116(a)(1.2)]
RELATIONSHIP TO
DECEDENT
Do Not List Trustee(s)
FILE NUMBER
21--
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
I.
1
Barbara Saidis
1214 Pheasant Dr., South
Carlisle, PA 17013
Daughter
joint owner on
bank accounts
Total
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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Copyright (c) 2002 form software only The Lackner Group, Inc.
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
0.00
Form PA.1500 Schedule J (Rev. 6-98)
m M&TBank
499 Mitchell Road, MiIIsboro, DE 19966 Mail Code DE-MB-12
Law Offices
Saidis Flower & Lindsay
2109 Market Street
Camp Hill, Pennsylvania 17011
Phone (888) 502-4349
Fax (302) 934-2955
121112006
Re: Estate OIL Clqra .If; We~ver.
Social Securitv: 174-05-1783
Date of Death: . Mav 09. 2006
Dear Sir or Madam:
Per yom inquiry dated November 21,2006, please be advised that at the time of death, the above-named decedent bad on
deposit with this bank the following:
1. Type of Account Checking Account
Account Number 89137256
Ownership (Names oj) Barbara L Saidis ...
Clara E Weaver ...
Opening Date 10/28/80 Closed 05/16/06
Balance on Date of Death $2,015.06
Accrned Interest $ 0.00
Total $2,015.06
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 High Street Carlisle Office # 717-240-4536.
~LZy
Nancy Clagett
Records Management
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CORNERSTONE
Federal Credit Union
P.O. Box 1181. 5 East Gate Drive, Carlisle, PA 17013
Telephone (717) 249-1661 FAX (717) 249-8208
www.comerstonefcu.coop
Member founded - Service based
December 4, 2006
Saidis, Flower & Lindsay
2109 Market Street
Camp Hill, PA 17011
RE: The Estate of Clara E. Weaver.
To Whom It May Concern:
At the time of her death Clara E Weaver had a savings accountjointIy owned with the
right of survivorship of account 10549. The balance of the account as of May 9,2006 was
$30.75. ,
Clara E. Weaver did not have a checking account, certificates of deposit, safe deposit box
or bank stock with CornerStone FCU at the time of her death. There were no accounts
transferred by Clara Weaver within one year of the date of death.
If you require any further infonnation, please call me at 717-249-1661 ext 240.
Sincerely,
~X:~
Financial Service Administrator
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MEMBER SAiliNGS AcCOUNTS FEDERALLY INSUREO To $100.000 By THE NATIONAL CREDIT UNION AOMlNlSlRATION
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I, CLARA E. WEAVER, of " Borough of Carlisle, Cumberland County,
Pennsylvania, declare this to be my last will and testament, and revoke all wills
and codicils which I have previously made.
I I give, devise and bequeath my entire estate, real and personal,
wheresoever situated, in equal shares to my four children, Betty Kuykendall, Mary
"T'
Paviol, William Boyko, and Barbara Saidis, and if any child shall predecease me then
to his or her surviving issue per stirpes.
II Over a number of years I have made small ,loans to various of my
children and I direct that these loans shall be cancelled by my executor without
requiring repayment or charging them as advancements against each child's distribu-
tive share.
III I appoint as executor of this my Last Will and Testament, my son,
William Boyko, and direct that no bond shall be required of him if he shall not be a
resident of Pennsylvania at the time of my decease, or for any other reasonj if for
any reason he shall fail to qualify or' cease to act as such during the administration
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
SAIDIS ROBERT C
2109 MARKET STREET
CAMP HILL, PA 17011
__nun fold
ESTATE INFORMATION: SSN: 179-05-1783
FILE NUMBER: 2107-0070
DECEDENT NAME: WEA VER CLARA E
DA TE OF PA YMENT: 01/19/2007
POSTMARK DATE: 01/18/2007
COUNTY: CUMBERLAND
DA TE OF DEA TH: 05/09/2006
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 7366
SEAL
INITIALS: CJ
RECEIVED BY:
REGISTER OF WILLS
NO. CD 007720
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $87.01
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$87.01
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
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JOHN E. SLIKE
ROBERT C. SAlOIS
JAMES D. FLOWER, JR
CAROL J. LINDSAY
JOHN B. LAMPI
MICHAEL L. SOLOMON
GEORGE F. DOUGLAS, III
DEAN E. REYNOSA
THOMAS E. FLOWER
MARYLOU MATAS
SUZANNE C. HIXENBAUGH
LAW OFFICES
SAIDIS, FLOWER & LINDSAY
A PROFESSIONAL CORPORATION
2109 MARKET STREET
CAMP HILL, PENNSYLVANIA 17011
TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-3407
EMAIL: attorney@sfl-Iaw.com
www.sfl-Iaw.com
January 18, 2007
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
Re: The Estate of Clara E. Weaver
Dear Ladies:
CARLISLE OFFICE:
26 WEST HIGH STREET
CARLISLE, PA 17013
TELEPHONE: (717)243-6222
FACSIMILE: (717)243-6486
REPLY TO CAMP HILL
Enclosed please find an original and two copies of an Inheritance Tax Return to be filed
in this estate, along with a check for the tax due and a check for the filing fees. Kindly return a
time-stamped copy to our office in the envelope provided.
Very truly yours,
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