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Home My WebLink About08-23-07 --.J 15056051058 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY County Code Year File Number 21 07 0093 Date of Birth 208-34-5547 12/31/1988 04/27/1943 Decedent's Last Name Suffix Decedent's First Name MI Ranich Lorraine R (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Ranich Richard F Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ., 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 4. Limited Estate 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 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 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes Paul A. Roman, Esq. Firm Name (If Applicable) (570) 326-90~1 ;.....,-} ,- '. ':~T_! City or Post Office State ZIP Code ") I c/o Joseph L. Rider Law First line of address 143 West Fourth Street Second line of address Williamsport PA 17701 Correspondent's e-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. :~GD:~:~~~r[BL~:_ F~_______________n_n_ ---~~~L:11J'-l-_ 1078 Wedgecreek Place Centerville, OH 45458 --'-~~.- SIG~~_U5.~ER OTHER THAN REPRESENTATIVE ADD-RESV--~"""-----~-- .------------~- ----- ---- - -- . 143 West Fourth Street, Williamsport, PA 17701 PLEASE USE ORIGINAL FORM ONLY _.__._-~--~-._----------._--_.~.--- DATE ----- . _l.~ 5=.Ii..~_ L 15056051058 Side 1 15056051058 ---I ct --1 15056052059 REV-1500 EX Decedent's Name: Lorraine R Ranich 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) Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) 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) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 12. 13. Charitable and Governmental Bequests/Sec 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) . . . . . . . TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2)X .OL 0.00 16. Amount of Line 14 taxable at lineal rate XO_ 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 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L ~ D 01 ~(\cS \;V 15056052059 Side 2 10. 11. 14. 15. 16 17. 18. 208-34-5547 Decedent's Social Security Number 1. 2 3. 4. 5. 6. 7. 8 9. 15056052059 1,220.00 0.00 0.00 0.00 0.00 0.00 0.00 1,220.00 3,507.30 0.00 3,507.30 D.OO D.OO 0.00 Cl.OO 0.00 -.J REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME Lorraine R Ranich STREET ADDRESS 3524 Beech Run Lane -~-~--- File Number 0093 DECEDENT'S SOCIAL SECURITY NUMBER 208-34-5547 -~ CITY Mechanicsburg r STATE PA I ZIP 17055 Tax Payments and Credits: t Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B_ Prior Payments C. Discount (1) 0.00 Total Credits ( A + B + C ) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 Total Interest/Penalty ( D + 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 request a refund. (4) A. Enter the interest on the tax due. (5A) (5B) 0.00 0.00 0.00 0.00 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Make Check Payable to: REGISTER OF WILLS, AGENT 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.......................................................................................... 0 [K] b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 [K] c. retain a reversionary interest; or.......................................................................................................................... 0 [iJ d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [iJ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 [K] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.............. 0 [K] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 [K] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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. 99116 (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. 99116 (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 PS. 99116(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 PS. 99116(1.2) [72 P.S. 99116(a)(1)]. The tax 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. 99116(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. 110 REV-1502 EX+ (6-9* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER T.orr~ine R R~ni~h 21-07-0093 All real property owned solely or as a tenant In common must be reported at fair ma rket value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell. both having reasonable knowledge of the relevant facts. Real property which is joinlly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH Undivided 1/6 interest in 2 vacant parcels ofreal estate, Parcell: Consisting of 67.5 acres situate on the north side of SR 3004 in Bastress Township, Lycoming County, known as Tax Parcel No. 03-408-128 as per attached letter from Lycoming County Assessment Office, legal description attached $3270.00 at 1/6 Parcel 2: Consisting of25 acres situate on the west side of Mountain Road in Bastress Township, Lycoming County, known as Tax Parcel No. 03-408-125 as per attached letter from Lycoming County Assessment Office, legal description attached $4050 at 1/6 545.00 675.00 TOTAL (Also enter on line 1, Recapitulation) ~_____1220.Ql)__ (If more space is needed, insert additional sheets of the same size) I , REV-1511 EX+ (12-99) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF I FILE NUMBER Lorraine R. Ranich ITEM NUMBER A. Debts of decedent must be roported on Schedule I. 1. FUNERAL EXPENSES: Neil Funeral home, Inc., service DESCRIPTION 8. ADMINISTRATIVE COSTS: 1. Personal Represenlative's Commissions Name of Personal Representalive(s) Social Security Nurnber(s)/EIN Number 01 Personal Representalive(sl Slreel Address Cily State _Zip Year(s) Commission Paid: 2. Allomey Fees 3, Family Exemplion: (If decedent's address is nollhe same as claimant's, aUach explanation) Claimant Slreel Address City Slale _Zip Relationship of Claimanllo Decedent 4. Probale Fees Cumberland County Register of Wills, filing fees -~ ..~- "'.~~L..__.___._._~.,_., _______ ._____~~ ___~__.______.____~__~_____.,_ TOTAL (Also enter on line 9, Recapitulation) $ --_._-~---~---------~ ------~~----------------------.- ---------------- ", ..-.-1____- (If more space IS needed, insert additional sheets of lhe same size) . -.,- 21-07 -0093 ----- -- AMOUNT 3417.30 90,00 3507.30 REV-1513 EX+ (900) , SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Lorraine R. Ranich I FILE NUMBER ESTATE OF 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions, and transfers under Sec. 9116 (a) (12)) Richard F. Ranich 1078 Wedgecreek Place Centerville, OH 45458 21-07 -0093 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE NUMBER I Husband Entire Estate ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 1 B. 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 I. None 00.00 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None 00.00 -- - ----,._--- --- ---- -.------------- TOML OF PART IJ - E=NTf::R TOTAL NON-TAXAEJLE DISTRIBUTIONS ON LINE 13 OF RE=V ISOO COVER SHEET $ 00.00 (If more S[lilce IS neuled, insert additional sheets of the SiJrrw size) - ------ _._._-_._----_._--------------~-._----. - PAUL A. ROMAN Associate LAW OFFICES JOSEPH L. RIDER 143 WEST FOURTH STREET P.O. BOX 1115 WILLIAMS PORT, PENNSYLVANIA 17701 TELEPHONE (570) 326-9081 TELEFAX (570) 326-7547 August 21, 2007 Ms. Glenda Farner-Strasbaugh, Office of the Register of Wills CUMBERLAND COUNTY One Courthouse Square Carlisle, PA 17013 RE: Lorraine R. Ranich Estate Dear Ms. Farner-Strasbaugh: I am enclosing an Inventory and two copies of the Pennsylvania Inheritance Tax Return for the above estate, as well as check in the amount of $30.00 covering the filing fee costs. I would appreciate you filing these documents for the estate and forwarding the receipt to the above address. If I can provide you with any additional information, please do not hesitate to contact me. PAR/rsl v.ery ~ /./~ ~ ~ //_ _J LYA. Roman Enclosures ;-\ 'j (,\: f" . . ,.... G.) Ge) I 1\ ., j +~ , J ..~'. , t:" ~., .' , ~'~ l() 'H JflI"~ . . ~. 'Ift r---.. ~ ....." ..... :4 e- N ..' M o::~ ~ W W ~.~ O~ :'! -I-- Z iBn::~~;; ~....J~;:~ ?5Ii5a~ ""l CL := ~ as --,WU)o..;: ) (j)w oc l\l O~ 1r ,~ ~ :::J --' ~ , ~ORDED or-fr lUG 23 F CLERf< C 1PHAN'S 0 '":'r~R' t.t.,!r'~ ~',/, '.:r .... u' I '::i ,;' f . '.' 'ii;.."." ..' ~~. " ~ t ., ...s::: ell bJ:J~ ;::l :-;::: >-< ~ ES t-- CI;l 0 <u .b l-< Ea C/)<uO;::l ~t)UO'M <u ....... 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