HomeMy WebLinkAbout02-20-07
TUCKER\ARE~~~~~~
February 16, 2007
Cumberland County Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re: Estate of Anna V. Burkholder
No. 2006-00491
Dear Sir or Madam:
Enclosed for filing please find an original and one (1) copy of the Inventory and an original
and two (2) copies of the Pennsylvania Inheritance tax return in the above-referenced
estate. Please time-stamp one copy of each and return to me in the enclosed self-
addressed stamped envelope. Additionally enclosed are checks payable to "Register of
Wills, Agent" and "Register of Wills" in the amount of $45,541.13 and $30.00 representing
the tax due and filing fee, respectively.
Should you have any questions, please do not hesitate to contact me. Thank you for
your cooperation in this matter.
Sincerely,
Tucker Arensberg, P.C.
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Theresa A. Wheeler
Paralegal to Attorney
James G. Morgan, Jr.
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Enclosures
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Tucker Arensberg, P.C. 111 N. Front Street P.O. Box 889 Harrisburg, PA 17108 p.717.234.4121 f.717.232.6802 www.tuckerlaw.com
1500 One PPG Place Pittsburgh, PA 15222 p.412.566.1212 f.412.594.5619
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
I OFFiCIAL USE ONLY
REV-1500 EX + (6-00)
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REV-1500
INHERITANCE TAX RETURN !FILENUMBER
L_ RESIDENT DECEDENT l COU~~ODE Y~_
-',' SOCIAL SECURITY NUMBER
0491
NUMBER
DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INITIAL)
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Burkholder, Anna V.
DATE OF DEATH (MM-DO:YEAR)-'-----;-OATE OF BIRTH (MM-DD-YEAR)
174-20-6382
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~-----,--------+--
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
08-31-1927
___ i __" RE.GIST_EBJ:>F WI~!-S __
I SOCIAL SECURITY NUMBER
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05-18-2006
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( lAST, FIRST AND MIDDLE INITIAL)
-- ------~---
i i 3. Remainder Return (date of death prior to 12-13-82)
1. Original Return
:~__, 2. Supplemental Return
4. Limited Estate
5. Federal Estate Tax Return Required
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4a. Future Interest Compromise (date of death after
12-12-82)
'X 6. Decedent Died Testate (Attach 7. Decedent Maintained a Living Trust (Attach
copy of Will) copy of Trust)
9. Litigation Proceeds Received 10 Spousal Poverty Credit (date of death between
_ . 12-31-91 and 1-1-95)
-----.---'P--
: THIS ' SECTiON MUST se COMPLlt'liep;'A\tl.. <::ORRE$~ONI'.)ENCE~flOCON~Ot!NTl~L.,T~IN"'O.M~TiONSl+lOtJL![ljBEt)IRECn;[lj! to:
'-':.IAME ! COMPLETE MAILING ADDRESS .
, James G. Morgan, Jr. .
t.,. ..----.------.-- ---- -'..----..-..-[
FIRM NAME (If applicable)
T~l~P~~N:~U~B~: n_~~~!J!!._~~ .----------1
. _J 7!DE4-4~.!'1____________
8. Total Number of Safe Deposit Boxes
11. Election to tax under Sec. 9113(A) (Attach Sch 0)
111 North Front St.
POB 889
Harrisburg, PA 17108-0889
_.____~_.~._________._u_____._.~-.,.--.u----
---,-_.__.._..._._----_..~..._~~~._~-------------_._.--.-.--..
OFFICI~ USE;.9~V I
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
(1) None
(2) 4,114.20
(3) None
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4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L) : -, Separate Billing Requested
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(4)
None
(5) 186,450.65
(6) None
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(7) None
(8)
190,564.85
(9) 11,957.29
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
(11 ) 11,957.29
(12) 178,607.56
------.----.----.-
(13) 0.00
(14) 178,607.56
.____n......___...___
x .00 (15) 0.00
---------_._--.- .----.------
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)
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)
0.00
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16.Amount of Line 14 taxable at lineal rate
0.00
x .045 (16) 0.00
._____.._.___~_n._..__
X .12 (17) 0.00
x .15 (18) 26,791.13
(19) 26,791.13
18. Amount of Line 14 taxable at collateral rate
0.00
178,607.56
17. Amount of Line 14 taxable at sibling rate
19. Tax Due
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
20.0
>> BE SURE TO ANSWER All QUESTIONS ON REVERSE SIDE AND RECHECK MATH<<
Copyright 2002 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00;
C1
Decedent'. Compl.te Addre..:
STREET ADDRESS
2438 Lambs Gap Road
CITY Enola
ISTATE PA
IZlP 17021
Tax paymente and Credits:
1. Tlx Cue (Plge 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Plyments
C. Dllcount
(1)
26,791.13
0.00
Total Qedls (A + B + C) (2)
0.00
3. Int.reltlP.nllty If Ippllcabl.
D. Int.relt
I. Fl.n.lty
TotIll~ (0 + e) ~)
~. If Lln. 2 II grelter th.n Lln. 1 + Lln. 3, .ntlr the dlftll'lnOl. Thllll ~VlRPAYMINT. (4)
Ch.ok box on 'Ig. 1 Lint 20 to Nqu.t I refund
IS. If Lln. 1 + Lln. 3 II gfllter thin Lln. 2, .ntlr the dlftll'lnOl, Thllll thlTAX DUI. (8)
A. Int.r the Intel'llt on the tex du.. (SA)
I. !nt.r the totll of Lln. IS + ISA. Thll II thllALANCI DUI! (58)
26,791.13
26,791.13
M.ke Check p.y.ble to: ReGISTeR OF Mu.s, AGeNT
'IILIAI. ANI\.-R TH. liOLLOWlNG QURTIONiav PLACING AN .)("IN 1148 J.."~1llIA TI..ocKs
1. Did d.ctd.nt mlk, I tranlftr Ind: V. No
I. l'ltaln the UI' or Inoon of the property tranaftnld;",,,,,,,,,,,,,,,,,,,,,,,,,,,-,,,,,,,....,,,,,,,,,,,,,,..._,,,,...,,,....,, ~ .~x
b. I'It.ln the right to dtItgnltl who ""Ill u.. the ~ traMWrtd Of ltllnoorM;""",,,..........,..,,,,,,-,, I , x i
o. I'It.ln. I'Ivtralon.ry Intll'llt; or""""""'""'""'''''''-"""'''",,''''''''',,'''-'''....,,,,,,.....'''......._,,......,,'''..., i -.-... _.lc..'
d. flOIlvt the promllt for 11ft of lither paymentl, blnltItI Of CIrt?"",..,,,,,,,,..,,,,,,,,,,,,,,,,,...,...,,,,,,,,,,,,,,...,, '. I[!]
2. If dllth ooourrtd .fter DIotmblr 12, 1M2, did dIotdInt traMfW~" one ~ ~..... -.-
1'I00Ivlng Idequlte aonlldlratton? \\""""\""""",,""'..nn..'....'......,........,..,..,..,,..,........-........'''..'''''....................................-.......................................... :l~ ;~]
3. Did dloedlnt own .n "In tNlt for" or paytbll upon cIIIth bank IOCOUnt Of ~.... Of" ...,"'....w... @
4, Did d~ClIcI.nt own In Indlvldull Rltl"""nt Aooount, Innult:t. Of otMr~. ~ ~ I ...=-
OO"tll"1 I blnlfiallry G.'nl'tton'n\'\\\..\\\\\\\\\\..\\..\\\\,..............n................\,..............................".........................................................._........................................!O Ii]
III THI AN'WI" TO ANV 011 THI A'Ova QUI.TtONIII VII, 'IOU MUlT~ ~....AND ...."At IIlMTWwaM1UllM.
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8111NAfUlt~ OF "~It'ON It~'''ON'I'~~ FOlt FI~INC "~TIJ"N ~n. 1Ill\\~
Oonnll L. Kohr II Moun"'" '--.. ~
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.lIrvlvlng 'POII"" S" [.,a p,a, ,.HI (.) (1,1) (1)1,
flor cI.... of dllth on or .fter J.nu.ry 1. 1111. thl tal "tI lmpoIIcI on tM net 'IIlIA of \ftIMM to Of "- tM 11M ~tM =. __ ita_
[.,all,l, ,.11. t.) (1,1) (II)), Th..tat\l~."Mftrto..uNNlnl~ftm_..tM~... L"-th.1JIWM
of ....t. .ncl fllln.. tilt fI!um 'l'Iatlll.jijlIoI~lIlftn lftM luNNl", ....11 tM _ ~,
lior cI.tea of clllth on or .fter July 1. 1000:
The t.lt ratllmpOItd on thl nit VII"" of "nlftra ftm . cI....... cHI:I ~ Y'I" of... 01" ~ '" -- \9 ."'hllM lfMe
n.tllral p.flnt, In .aoptlvt \Nl'lnt. or . ....."nt of tM "'\lei II 0_ PI p,a, "11' (I) (1,Q.
The t.lt rate ImltOltcl on thl nit VlIIlI of "ne"" to "fQt tM ..... "tM ........ liInW ~M II..~ __ "'... iIJIl1Y4 fJ..$.
,OHI 1.1) l?llI,a, "111 (I) (1)),
fhi till fiti ifl'lJIIH IfI thi nIt villll If \tiM'''' tt It tot tM \M tttM ~",... " '~l~ ~",", "'" ~ ~"~' ~ WIII_"
6@~fl8ti \If\68t I@titilfl '101, ii ifl ifl6lvitt\lil wM hu il_t "" ~ ~ ~. h~ ...~ Mi lM'~.
Rev-1503 EX+ (6-98)
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SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Burkholder, Anna V.
FILE NUMBER
21-06-0491
ESTATE OF
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 60 shares of PNC Financial Services Corp. 68.57 4.114.20
TOTAL (Also enter on Line 2. Recapitulation) 4.114.20
(If more space is needed, additional pages Df the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 ScheduleS (Rev. 6-98)
Rev-1508 EX+ (6-98)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Burkholder, Anna V.
FILE NUMBER
21-06-0491
ESTATE OF
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 M&T Bank - Certificate of Deposit No. 031003914381270 19.000.00
Accrued interest on Item 1 through date of death 44.27
2 M&T Bank - Certificate of Deposit No. 031003914448327 6.398.74
Accrued interest on Item 2 through date of death 8.31
3 M& T Bank - Savings Acct. No. 015004207088821 1.639.97
4 M& T Bank - Savings Acct. No. 015004207088821 - accrued interest 0.31
5 PNC Bank - Checking Acct. No. 5140179535 101.769.82
Accrued interest on Item 5 through date of death 12.52
6 PNC Bank - Savings Account No. 5130109058 55.859.78
7 PNC Bank - Savings Account No. 5130109058 - accrued interest 80.15
8 U.S. Treasury - 2006 income tax refund 943.00
9 United States Tresury - Claim No. CSF 3055110 -lump sum retirement 693.78
TOTAL (Also enter on Line 5, Recapitulation)
186.450.65
(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-1151 EX+ (12-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Burkholder, Anna V.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-06-0491
ESTATE OF
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
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 11,000.00
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 301.00
See continuation schedule(s) attached
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 656.29
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 11,957.29
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 ScheduleH (Rev. 6-98)
Rev-1502 EX+ (6-98)
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SCHEDULE H-84
PROBATE FEES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Burkholder, Anna V.
FILE NUMBER
21-06-0491
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Register of Wills - probate fee
301.00
Subtotal
301.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B4 (Rev. 6-98)
Rev-1502 EX+ (6-98)
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SCHEDULE H-87
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Burkholder, Anna V.
FILE NUMBER
21-06-0491
ESTATE OF
ITEM
NUMBER DESCRIPTION AMOUNT
1 Carlisle Memorial Service 136.00
2 Cumberland Law Journal - proof of publication 75.00
3 H&R Block - income tax preparation 100.00
4 James G. Morgan, Jr. - death certificate order 65.00
5 PNC Bank - fee for drilling of safe deposit box 100.00
6 Register of Wills - short certificates 16.00
7 Register of Wills - short certificates 16.00
8 Register of Wills - short certificates 4.00
9 The Sentinel - Legal - proof of publication 144.29
Subtotal
656.29
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
REV 1513 EX+ (9 00)
*'
SCHEDULE ,J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NUMBER
Burkholder, Anna V.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
Clistributions, and transfers
under Sec. 9116(a)(1.2)]
FILE NUMBER
21-06-0491
ESTATE OF
RELATIONSHIP TO
DECEDENT
Do Not List Trustee/sl
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
I.
Connie L. Kohr
99 Mountain Lane
Enola, PA 17025
Friend
residue of
estate
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
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 ScheduleJ (Rev. 6-98)