HomeMy WebLinkAbout04-19-07 (2)
REV-l500 EX . (&000)
COMMONW L TH OF
PENNSY VANIA
DEPARTMENT REVENUE
DEPT. 2 0601
HARRISBURG, P 17128-0601
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DECEDENT'S NAME (LAST, FIRST, A D MIDDLE INITIAl)
Bau hman Yvonne L
DATE OF DEATH (MM.-D!)' Year)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DATE OF BIRTH (MM.-D!)'Year)
07/29/2006 09/07/1939
(IF APPUCABLE) SURVIVING SPOU 'S NAME (LAST, FIRST, AND MIDDLE INITIAl)
00 1. Original Retum
D 4. Limited Estate
00 6. Decedent Died Testate
D 9. Litigation Proceeds Reoe'
copy of Will
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D 2. Supplemental Retum
D 48. Future Interest Compromise (dale of dealII aIlBr 12-12-82)
D 7. Decedent Maintained a Uving Trust (AIlach copy ofTrusl)
D 10. Spousal Poverty Credit (dale ofdealll beIween 12-31-91. 1-1-95)
OFFICIAL USE ONlY
FILE NUMBER
2 1 -0 6 0 6 9 3
cOOii'ricOOE -YEAR- - - NiiiiER- -
SOCIAL SECURITY NUMBER
1 8 1 - 3 2 - 3 949
THIS RETURN MUST BE FLED IN DUPLICATE WITH THE
REGISTER OF WILLS
S6ctAL SECURITY NUMBER
D 3. RemalnderRetum (dIlIofdealllprioril12.13-82)
D 5. Federal Estate Tax Retum Required
_ 8. Total Number of Safe Deposit Boxes
D 11. EIecIion to tax under Sec. 9113(A) (Atlach Sch 0)
THIS SECTION MUST BE
NAME
John M. Eakin
-fIRM NAME (If Applicable)
OMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
COMPLETE MAILING ADDRESS
Market Square Building
Mechanicsburg, PA 17055
TELEPHONE NUMBER
717 766-3172
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule (2)
3. Closely Held Corporation, Pa rshlp or SoIe-Proprietorship (3)
4. Mortgages & Notes Reoelvab (Schedule D) (4)
5. Cash, Bank Deposils & Misce Ianeous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Sch ule F) (6)
D Saparate Billing Requ
7. Inter-Vivos Transfers & Misce (7)
(Schedule G or l)
8. Total Groll Assets (total Li
9. Funeral Expenses & Admin' tlve Costs (Schedule H) (9)
. bilities, & Liens (Schedule I) (10)
11. Total Deductions (total U 9 & 10)
12. Net Value of Estate (Une 8
14. Net Value Subject to Tax (L1 12 minus Line 13)
SEE INSTRUCTIONS REVERSE SIDE FOR APPlICABLE RATES
15. Amount of Line 14 taxable at e spousal tax
rate, or transfers under Sec. 116 (a)(1.2)
16. Amount of Line 14 taxable at
18. Amount of Line 14 taxable at
19. Tax Due
X _(15)
144,320.40 X .045 (16)
X .12 (17)
X .15 (18)
(19)
20. 0
CHECK HERE IF YOU AR[ REQUESTING A REFUND OF AN OVERPAYMENT
174,900:(X)~
OF~IAL U~_I; ON\;
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(8)
230,647.76
27,862.50
58,464.86
(11)
(12)
(13)
86,327.36
144,320.40
(14)
144,320.40
6,494.42
6,494.42
> > BE S RE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
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Mechanicsbur ,PA 17055
CITY
STATE
ZIP
Tax Payments and Credi
1. Tax Due (Page 1 Line 19)
2. CreditsJPayments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
6,494.42
Total Credits (A + B + C) (2)
3.
InterestlPenalty if applicable
D. Interest
E. Penalty
(3)
5.
Total Interest/Penalty (D + E)
If Une 2 is greater than Line 1 + U e 3, enter the difference. This is the OVERPAYMENT.
Check box on P ge 1 Line 20 to request a refund (4)
If Line 1 + Une 3 is greater than U e 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due (5A)
8. Enter the total of Une 5 + 5A. T s is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
6,494.42
4.
6,494.42
PLEASE ANSWER T E FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make transfer and: Yes No
a. retain the use or j come of the property transferred; ........................................................................... 0 00
b. retain the right to ignate who shall use the property transferred or its income; ........................................ D f&]
c. retain a reversion ry interest; or ...................................................................................................... 0 IZJ
d. receive the promi for life of either payments, benefits or care? ............................................................. 0 00
2. If death occurred afte December 12, 1982, did decedent transfer property within one year of death
without receiving uate consideration?............................................................................................... 0 00
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. 0 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficia designation?............................................................................. ......................... 0 00
IF THE ANSWER TO ANY OF THE BOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
oed this retum, including ~ying schedules and statements, and to the best of my knowledge and belief, it is true, correct lIld complete.
talive is based on a111nformalion of which preparer has any knowledge.
OR FliNG RETURN ATE
ADDRESS
ADDRESS
For dates of death on or after July 1, 1 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. S9116 (a) (1.1) (i)].
For dates of death on or after January 1, 995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. S9116 (a) (1.1) (ii)).
The statute does not exemDt a transfer t a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even if
the surviving spouse is the only benefici .
For dates of death on or after July 1, :
The tax rate imposed on the net value of ransfersiroma deceased child twenty:ooe 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 S9116(a)(1.2)].
The tax rate imposed on the net value of ransfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. S9116(1.2) [72 P.S. S9116(a)(1)).
The tax rate imposed on the net value of sfers to or for the use of the decedenfs siblings is 12% [72 P.S. S9116(a)(1.3)). A sibling is defined, under Section 9102, as an
individual who has at least one parent in with the decedent, whether by blood or adoption.
REV-1502 EX + (6-98)
.
COMMONWEALTH OF PENNSYL\ NIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
I ?1 n~ 0693
All real property owned solely or al at lfIant In common mUlt be reported at fair market value. Fair market value Is defined as the price at which property would be
exchanged between a willing lUYer and a wining seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real rvnnArtv which Is Iolntlv-owned with r1aht of survlvorshlD must be dlsc:losed on Schedule F.
SCHEDULE A
REAL ESTATE
ITEM
NUMBER
1.
DESCRIPTION
700 Robert Stn ~t, Mechanicsburg, PA , Cumberland County,
see attached 51 tt1ement sheet
VALUE AT DATE
OF DEATH
174,900.00
TOTAL (Also enter on line 1, Recapitulation) $
(If IllOI9 space Is needed, Insert acIdIlIonaI8heet8 of the same size)
174900.00
NDV-7-2006
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U". DI"MTlIINT at HOUIING. URBAN DIVlLO'IIIHT 1.oI'HA 2.DFmHA 3.~CONV. UNlN8. ..DvA O.[]CONV. INS.
o. 08878 11. :
8En1. llMENT 8TATEMENT OOSQ3(l:""
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K.ny Ann HoIllII' ~1I11 of Yvonne L. Blughman F1l'1t Horizon HOI1lIlolIn.
180 WIlt VIM IlI'IIl 4000 Hortzon W'Y
BhII'lmlftllDwn. PA 17 11 Irving, TX 7S063
G. .........." I : 11. llt:~Mt:NT A\aI&I'4I: jl~1a7aD18 I. 8!TTLEMENTDATE:
700 IIIobIIt all'lll KlyelOnllAnd Tl'IIIalw" Ltd.
MeohanIGIbutv. PA 17 oe NovImbIr 10, 2008
CumbIrtIncl County. I"l mlfYlVIIlIa PLACE OF 81!TTL!MI!NT
3<421 Market 8net
CImp HIli. PA 17011
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120. GROSS " MOM IlORROMR 183.118&.08 420. GAOlS AMOUNT lJU610 saLER i 171,125.04
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2ao. TOTAL PAID .VIP lR aoIfROloWR I 18$.23<4.80 510, TOTAL Rm<lCT7ON AMOUNT au. ~L~" 83.870.48
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1303. CASH ( X MOM ( TO) 80RR0WIiR , 2<4.330.511 103. CASH ( X TO)( #'ROM) SRLLBt 112.86U8
Th.1IIllIINloMd ._._, ICIaIo\rAIIIOI ,..pt of a oompIIllId GOllY of IMISlIt 112 of lhlI .laUlmlnt & any Itlallhmelltl NIiIfNd 10 hatwIn.
~ Sell.f 1i1.1e of YVOIlIl. L. Blug/Imln
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NDV-7-2006
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REV-1508 EX + (8-98)
. * SCHEDULE E
COMMONWEALTH OF PENNSY}~ ANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETUR PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
l 21 n~ 0693
Indude the proceeds of litigation and the date the ~roceeds were received by the estate.
All property jolntly.owned with. rliiht of survivors Ip must be dIscIond on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Members 1 st F ederal Credit Union, Savings Account # 174404-00, see attached 2,689.59
2. Members 1 st F ederal Credit Union, Checking Account # 174404-01, see attached 2,062.91
3. Miscellaneous Personal Property 4,290.00
4. Erie Car Insun nce - Refund 73.00
5. Buick Century Car sales 7,750.00
6. Patriot News- ~efund 31.40
7. Cash 568.50
8. Homeowners I ~s. - Refund 118.00
9. Merrell Lynch Rider Estate Beneficiary 5,296.58
10. MetLife- Rider Estate Beneficiary 2,970.38
11. Beneficiary sh re from Helen Rider Estate 29,897.40
TOTAL (Also enter on line 5, Recapitulation) $ 55747.76
(If more space Is needed. insert additlonal sheets of the same size)
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SInd InQuirlls 10:
5000 LouI.. Drlv.
PO Box 40
MtchIInlc.burv, PA 11055
www.membera1.t.org
Main Switchboard: (717) 697.'161 or (800) 283.2328
EZ CIIII: (717) 697-4372 or (800) 283.4372
TOO: (717) 697.5312 or (800) 283-2328 ext. 5312
ral.Branch: (717) 795.6049 or (800) 237-7288
MEMBERS 1st
fEDERAL CREDIT UNION
13748 1 AV 0.293 27495-13748
I. "11I",11I1,,, 1.1,,1. 1,,11,,1111,11111,,1111. 1111. III 1,,11
YVONNE L BAUG MAN
700 ROBERT ST
MECHANICSBUR PA 17055-3447
Statement of Accounts
Jun 25, 2006 thru Jul 24, 2006
Account Number:
Account Balances at a
Cheoking:
Savings:
Certificates:
loans:
Money Management:
Page:
174404
-
-
0.00
3,743.83
0.00
-
-
1 of
2
Please r
Your current Member Loyalty Reward level is Sliver
d the enclosed insert regarding changes to your electronic services
, . PIN that will take effect on August 7,2006. ," ..." ......_.--_r..-
11 . CHECKING
s..nctI
Joint owner: CLAIR W BAUGHMAN
Deposit EZ Call Transfer From Share 00
Deposit
Check 0018 8 Tracer 0630009220
Deposit Swi e 5 Rebate
Withdrawal ebit Card
07/01 674732733160008 GIANT FOOD STORES #331 MEC
Jut 03 Check 00187 Tracer 0703006489
Jul 03 Check 00187 Tracer 0703013968
Jul 03 Check 0018 Tracer 0703000348
Jul 03 Check 0018 Tracer 0703011667
--.~~.~ '42----- O..p....it ."","","Stnrre -00
Jut 18 Oeposit by heck
Jul 18 Check 00188 Tracer 0718019795
Jul 19 Check 001 Traoer 0719002140
Jul 20 Check 00188 Trleer 0025297012
Proce sed Check . VERIZO~ ARC
TYPE CHECK PYMT 10: 20050222:a1
Check 0018 Tracer 0724008674
Endfng s.1II.
CHECKING AC OUNTS
tion
Jun 25
Jun 28
Jun 29
Jun 30
Jun 30
Jul02
.
'.
J'
~
Jul 24
Ju/24
eHeCK SU'-MAfllY
Jul03
Jut 03
Jun 30
Jut 03
Jul 03
'I'tId for " 620. 69
Additions
Subtraction.
1,000 .00
829. 10
0.85
409.20-
29. 15-
......_11I.__
Balance
0.00
1,000.00
1,629.10
1.219.80
1.220.66
1. 191.~
19.73- 1,171.87
47.84- 1.123.83
80.00- 1.083.83
104.17- 958.06
"'~"'---'''--'~lI8~'~'
3,041.88
2...83
2,242.08
2,212.81
t : -.... ....". \10
" .
138.00
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1i
109.13-
90.75-
29. 17-
{
>>
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"', "
150.00-
#
001881
001882
001883
001 B84
Amount
700.13
150.00
29.17
90.75
-- - Continued on following page ___
2,0e2.81
2,082.81
Date
Jul 18
Jul24
Jul 20
Jul 19
ill
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Send Inquires I :
eooo I.OU". D .,
PO Boa 40
Mechtlnlo.bu I PA 17015
WW'N.membtrl It.ora
Jun 25, 2006 thru Jul 24 I 2006
2HP6-13H1 Account Number: 174404
Page: 2 of 2
Main Switchboard: (7U) 697.1161 or (BOO) 283-2328
EZ Call: (717) 697-4372 or (800) 283-4372
TOO: (717) 697-5312 or (8001283'2328 ex\. 5312
relriranch: (717) 795-6049 or (800) 237-7288
SAVINGS AC aUNTS
-
-
-
-
-
Subtractions Balance
3,686.89
-
1,000.00- 2.666.69
2.868.69
329.00- 2,339.59
2,88G.59
".038.49
1,346.90. 2,689.59
2,889.69
Addltlo".
t lion Oescri mu__-.
Jun 25 .IIIncs F, 'II1'd
Joint Owne : CLAIR W BAUGHMAN
Jun 28 Withdrawal EZ Call Transfer To Share 11
Jun 30 Deposit Di idend 1.000%
Annl.llll PMCfInhlge Yisld amBd 1.010J6 from 06/01/2006 through 06/30/2006
Jul 01 Withdrawal ransfer To Loan 03
Jul 06 Deposit by heck
Jul 12 Oepo$it AC US TREASURY 303
Jul 12 Withdrawal ransfer To Share 11
Jut 24 Ending s.. ce
2.90
360.00
1,348.90
LOAN-
Amount Interest Feee
PrlnclD81 _ Bel.nee
4.053.01
309.38. 3.743.63
3.743.63
~ n
.hJn 25 SiIIIInctI Fi
Jul 01 Pl!lyments T ansfer From Share 00
JuI 24 Endfng sm.
Annual peroentege Rate .890% Oaly Rate .016136%
329.00 19.62 0.00
TOTAL LOAN INTEREST PAID
03 INDIRECT NEW AUTOS
TOTAL DIVIDENDS
00 REGULAR SAVI
11 CHECKING
24.68
0.00
170.03
Total Year To Date Dividends Paid
NOTE: Total includes closed shares
24.68
Add Your Photo For Security
Your personal safe and financtal security are top friOrities at Members 1 st. As a result of
Increased scams an fraudulent activity tnroughou the entire country, we are strongly
encour~".!a~em rs to have their photos aaded to their aCQount records. When vISiting our
branch }I.QU. all-be asked by one ~ our Associates to..Uow.u. to take. ow. -,T~
member Ident cati n program will assist in our frlud deterrence Initiatives anl will f:kC:C:;ur
identity theft preven ion program to the next level. W. are e)(periencing an increasing number of
attemQted fraudulen actlvltle. and as a result, we r1eed to be able to vertfy your IdentIty
Imme(jlately upon re rleving your account informatlon._
In addition to having your photo In our files, you may be reqJred to show additional forms of
Identification ba..d, n the type of transaction you are seeking. This Is for your protection and
security and we app clate your ongoing cooperatton and uriderstandtng.
,.
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REV-1511 EX + (12-99)
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYL'l NIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
R!21 H_ I
ITEM
NUMBER
A.
1.
2.
B.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
FILE NUMBER
?1 nR
Debts of deeedent m\lSl be reported on SChedule I.
DESCRIPTION
FUNERAL EXPEN ES:
Malpezzi FunE rat Home
Rolling Green Cemetery
ADMINISTRATIVE COSTS:
Personal Rep~ ~ntative's Commissions
Name of Personal Representative (s) Marlin Mumper
Social SE~rity Numbel(s)/EIN Number of Personal Representative(s)
StreetAc~ress 225 S. Enola Drive
City Enbla Stale PA Zip 17025
Year(s) CKlmmission Paid: 2007
Attorney Fees J ~hn M. Eakin
Family Exemption: (If decedents address is not the same as claimants, attach explanation)
Claimant
Street Ac ress
City
Relation ip of Claimant to Decedent
State
Zip
Probate Fees Utters Testamentary
Accountants Fees
Tax Return Prepa~ r's Fees
The Cumbe land Law Journal, Estate Notice
The Sentine , Estate Notice
Central Pen Appraisals - real estate appraisal
Cost of Selli g Real Estate, see attached settlement Sheet,
Transfer Tax $1749, Realtor $10494, Notary etc. $34.00
Members Fi st Federal Credit Union - Deluxe Checks
Register of \ Vilis - Filing Fee
Reserved fo release
TOTAL (Also enter on line 9, Recapitulation) $
(If more space Is needed, insert additional sheets of the seme size)
0693
AMOUNT
6,793.00
1,195.00
3,320.00
3,320.00
306.00
75.00
151.55
350.00
12,277.00
9.95
15.00
50.00
27 862.50
REV-1512 EX + (6-GS)
. .
SCHEDULE.
.
COMMONWEALTH OF PENNSYl\ "NIA DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
. L ?1 nR 0693
Include unrelmbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 2002 Buick Ce tury, Members 1st Federal Credit Union Loan, see attached 3,743.63
2. Mortgage to Ba nk of America, see attached settlement sheet 51,293.46
3. FIA Card Servi :as NA - credit card 2,758.69
4. Bank of Americ ~ - credit card 103.78
5. United Water 58.96
6. Verizon - telept one 35.91
7. Comcast - tele" ision 15.42
8. PP&L - electric 230.69
9. Borough of Mec hanicsburg 224.32
TOTAL (Also enter on line 10, Recapitulation) $ 58.464.86
(If more space Is needed, insert additional sheels of the same size)
I
NAME AND ADD tESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTlm S Pnclude oubt;Iht spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
Marlin A. Mumper
225 S. Enola Drive
Enola, PA 17025
Michael Mumper
295 Mountain View Drive
Ashland, AL 36251
Michele Shirley
2158 Cascades Co e Drive
Orlando, FL 32820
~."".~.<.
COMMONWEALTH OF PENNSYLVA IA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
I.
1.
2.
3.
SCHEDULE J
BENEFICIARIES
FILE NUMBER
71 OA
RELATIONSHIP TO DECEDENT
Do Not Ult Trultee(l)
Son
Son
Daughter
OA93
AMOUNT OR SHARE
OF ESTATE
1/3 of net residue
1/3 of net residue
1/3 of net residue
ENTER DOLLARAMOUN S FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
n. NON-TAXABLE DISTRIBl TlONS:
A. SPOUSAL DISTRIBUT DNS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
1.
B. CHARITABLE AND GO ERNMENTAL DISTRIBUTIONS
TOTAL OF PART D - E TER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)