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Home My WebLink About06-04-07 . . .-J 15056041114 REV -1500 EX (Oa-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280a01 Harrisbu PA 17128-oa01 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year File Number INHERITANCE TAX RETURN RESIDENT DECEDENT 0(, {fi"s Date of Birth 178-16-0174 07152006 Decedent's Last Name 5 uffix 07061919 Decedent's First Name MI KNAUB (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name SuffIX GLENN w Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WillS FILL IN APPROPRIATE OVALS BELOW IJD 1. Original Return o 4. Umited Estate IJD o a. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received D 2. Supplemental Retum 0 3. Remainder Return (date of death prior to 12-13-82) 0 4a. Future Interest Compromise (date of 0 5. Federal Estate Tax Return Required death after 12-12-82) D 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Trust) D 10. Spousal Poverty Credit (date of death 0 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ROBERT G. FREY Firm Name (If Applicable) 717-243-5838 FREY & TILEY First line of address REGISTER:~LLS USEt>NL Y '-~'''J c_ , -..- (J 5 SOUTH HANOVER STREET Second line of address -'.1 ~'-;.~8 ,,/'-.. I ...- -ry c.) -. City or Post Office State ZIP Code DATE FILED ()1 CARLISLE PA 17013 CARLISLE, PA 17013 SIGNAT DATE 11/13/06 G. FREY, 5 NOVER STREET, CARLISLE, PA 17013 LEASE USE ORIGINAL FORM ONLY Side 1 L 15056041114 15056041114 --' . ~ 15056042115 REV-1500 EX Oecedenfs Name: GLENN W KNAUB RECAPITULATION 1. Real estate (Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . . . 4. Mortgages & Notes Receivable (Schedule D) . . . . .. . . . . . . . . . . . . . . . . . . . . . . 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . . . 6. Jointly Owned Property (Schedule F) DSeparate Billing Requested . . . . . . . . 7. Inter-VIVos Transfers & Miscellaneous Non-Probate Property (Schedule G) D5eparate Billing Requested. . . . . . . . 8. Total Gross Assets (total Lines 1-7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178-16-0174 Decedent's Social Security Number 1. NONE 2. NONE 3. NONE 4. NONE 5. 6. NONE 7. NONE 8. 9. 1553.00 1553.00 9. Funeral Expenses & Administrative Costs (Schedule H) . . . . . . . . . . . . . . . . . . . . 2797.00 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . . . . 10. NONE 11. Total Deductions (total Lines 9 & 10) . . .. .. . . .. .. . . .. . . .. .. .. .. . . .. . .. 11. 12. Net Value of Estate (Line 8 minus Line 11) . . . . . .. . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and GovemmentalBequestslSec 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . .. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . .. 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPUCABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X.O L 16. Amount of Line 14 taxable at lineal rate X .0 ~ 17. Amount of Line 14 taxable at sibling rate X . 12 18. Amount of Line 14 taxable at collateral rate X . 15 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 15. 16. 17. 18. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15056042115 15056042115 2797.00 -1244.00 0.00 -1244.00 0.00 0.00 0.00 0.00 0.00 o ~ . REV-1500EX page3 178-16-0174 Decedent's Complete Address: DECEDENrs NAME GLENN W KNAUB STREET ADDRESS File Number CITY STATE ZIP Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 0.00 Total Credits ( A + 8 + C ) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty A. Enter the interest on the tax due. (5) (5A) 0.00 0.00 0.00 Total Interest/Penalty ( 0 + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill In oval on Page 2, LIne 20 to requesta refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. 8. Enter the total of Line 5 + 5A. This is the 8ALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ., D 0 b. retain the right to designate who shall use the property transferred or its income; . . . . . . . . . . . . . . .. D 0 D 0 D [K] D 0 D 0 D 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 three (3) percent [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 zero (0) percent (72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exempt 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 zero (0) percent [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)]. The lax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent (72 P.S. ~9116(a)(1.3)J. 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. . 217 REV-1508 EX+ (8-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF GLENN W KNAUB Include the proceeds of litigation and the date the proceeds were received by the estate. All DroDertv iointlv-owned with riaht of survivorshiD must be disclosed on Schedule F. FILE NUMBER 21-06-0655 ITEM NUMBER 1 M&T Bank checking account DESCRIPTION VALUE AT DATE OF DEATH 1,553 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1,553 . 217 REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE! H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF GLENN W KNAUB FILE NUMBER 21-06-0655 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Hoffman-Roth Funeral Home 843 2. Funeral Luncheon 250 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representatlve(s) Street Address City Slate Zip Year(s) Commission Paid: 2. Attomey Fees 350 3. Family Exemption: (If decedenfs address is not the same as c1aimanfs, attach explanation) Claimant Street Address City Slate ZIp Relationship of Claimant to Decadent 4. Probate Fees 65 5. Accountanfs Fees 6. Tax Retum Preparer's Fees 7. Hartzel Eye, MDS 61 8. Forest Park Health Center 1,213 9. Filing fee for inheritance tax return 15 I TOTAL (Also enter on line 9 RecaDitulation\ $ 2797 Debts of decedent must be reported on Schedule I. (If more space is needed, insert additional sheets of the same size)