HomeMy WebLinkAbout09-06-07
REV-15oo EX + (6-00) REV-1500 OFFICiAl USE ONLY
'* COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER
DEPT. 280601
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 2 1 - 0 7 0 5 1 5
CQUNTYCOiiE -VEAR- - - NUMliER- -
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
I-
Z Baum. Verna E. 1 8 8 - 1 2 - 4 4 5 2
W DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
C
W 02/06/2007 10/17/1922 REGISTER OF WILLS
U
W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
C
- -
w [Xl 1. Original Return 0 2. Supplemental Retum o 3. Remainder Retum (date ot death prior to 12-13-82)
I-
~ :$ (I) o 4. Limited Estate o 4a. Future Interest Compromise (date ofdea1h after 12-12-82) o 5. Federal Estate Tax Return Required
(J ex: ~
w~(J
J: 00 [Xl 6. Decedent Died Testate (Attach copy of Will) o 7. Decedent Maintained a Living Trust (Attach copyotTrust) 0
(J ex:..J 8. Total Number of Safe Deposit Boxes
&:1:0
< o 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 0 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
I- THIS SECTION MUST BE CONlPL.ETED.AllC()RRE$P()NDENCEANDCONF'IDeNl'l~L.j"Al'INffE>RMAl'faN'SACl)UtDaeOIREtl"EO 1"0:
z NAME COMPLETE MAILING ADDRESS
w
c Jill M. Wineka. ESQuire
z
0 FIRM NAME (If Applicable)
ll.
(/)
w Purcell. KruQ & Haller 1719 North Front Street
ex:
ex: TELEPHONE NUMBER
0
(J (717) 234-4178 HarrisburQ. PA 17102
OFFICIAL USE ONLY
1. Real Estate (Schedule A) (1 )
3,172.50 1'-)
2. Stocks and Bonds (Schedule B) (2) C) <::::l
= ::0
~~;:; 0 --.I ,I ')
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) . '; -:::7, (/) :;~?
fYl
4. Mortgages & Notes Receivable (Schedule D) (4) ~:~~ -0 _ .\--1
I ,.~~
11
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 1,966.00 .:~j;~ 0\ .__A C':)
(Schedule E) :?C) -0 - . I
Z ;d11 ::::z;:
0 6. Jointly Owned Property (Schedule F) (6) is
~ -
0 Separate Billing Requested .'- _._~ . .
<( . '.J
If;'~'''' -
..J 4,939.62 I
::) 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) W
I- (Schedule G or L)
a:: 10,078.12
<( 8. Total Gross Assets (total Lines 1-7) (8)
U 6,457.31
w 9. Funeral Expenses & Administrative Costs (Schedule H) (9)
0::
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 2,941.86
11. Total Deductions (total Lines 9 & 10) (11 ) 9,399.17
12. Net Value of Estate (Line 8 minus Line 11) (12) 678.95
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 678.95
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
Z 15. Amount of Line 14 taxable at the spousal tax
0 rate, or transfers under Sec. 9116 (a)(1.2) 0.00 X (15) 0.00
t= -
<( 16. Amount of Line 14 taxable at lineal rate 678.95 X .045 (16) 30.55
I-
::J
Q. 17. Amount of Line 14 taxable at sibling rate 0.00 X .12 (17) 0.00
:E
0 18. Amount of Line 14 taxable at collateral rate 0.00 X .15 (18) 0.00
U
>< 19. Tax Due (19) 30.55
<(
I- 0
20. CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QU.ESTIONSOH REVERse.$IDE AND REef:lECg;MAltH ......<<
o
d · C Add
Dece ents amPI ete ress:
STREET ADDRESS
1700 Market Street
CITY 1 STATE T ZIP
Camp Hill PA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
30.55
Total Credits (A + B + C)
(2)
0.00
3. InteresVPenalty if applicable
D. Interest
E. Penalty
Total I nteresVPen alty ( D + E) (3)
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 (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
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 00
b. retain the right to designate who shall use the property transferred or its income; ........................................ D 00
c. retain a reversionary interest; or ...................................................................................................... D 00
d. receive the promise for life of either payments, benefits or care? ............................................................. D 00
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................. 00 D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. D 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... D 00
0.00
0.00
30.55
30.55
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
ADDRESS
Under penalties of pe~ury. I declare that I have examined this retum, includinQ 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 a1llOformation of which preparer has any knowledge.
SIGNATUR ddON RESPONSIBLE FOR FILING RETURN a.. ~ (3~ DATE 8-a d-""C!
R. Michael Baum, 1007 Cooper Creek Drive, Mechanicsburg, PA
17050
OAT.
I M. Wineka, Esquire, 1719 North Front Street,
arrisburQ,
PA 17102
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 decedent's 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. 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.
REV-1503 EX + (6-98)
*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Baum Verna E.
FILE NUMBER
21 07
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
0515
ITEM
NUMBER
1.
DESCRIPTION
50 shares of MetLife, Inc. common stock @ $63.45 per share
(See attached date of death value of stock regarding highllow.)
VALUE AT DATE
OF DEATH
3,172.50
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
3 172.50
REV-1508 EX + (6-98)
*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Baum Verna E.
FILE NUMBER
21 07
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
0515
ITEM
NUMBER
1.
DESCRIPTION
M& T Bank Checking Account No. 86540998
(See attached M&T Bank letter dated 5/30/07 providing date of death value.)
VALUE AT DATE
OF DEATH
1,966.00
*AII of Decedent's jewelry and furniture were given to her family members several
years prior to her death.
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
1.966.00
REV-1510 EX + (6-98)
..
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBA TE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 07
0515
ESTATE OF
Baum Verna E.
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DE CD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER ATTACH A COpy OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST VALUE
(IF APPLICABLE)
1. PNC Bank Checking Account No. 5004786373 7,939.62 100. 3,000.00 4,939.62
(See attached PNC Bank letter dated 7/5/07 providing
date of death value and indicating Decedent's money was
placed in a joint account with her son, Raymond Michael
Baum on June 6, 2006, within one year of the Decedent's
death. )
TOTAL (Also enter on line 7 Recapitulation) $ 4.939.62
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + (12-99)
*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Baum Verna E.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21
07
0515
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Fackler-Weidman Funeral Home - funeral services 4,070.31
2. Ladies Auxiliary at Zion Luthern Church of Penbrook - post funeral luncheon 300.00
B. ADMINISTRA TlVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Numbe~s)/EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees Purcell, Krug & Haller
3. Family Exemption: (If decedenfs address is not the same as claimanfs. attach explanation) 2,000.00
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 30.00
5. Accountanfs Fees
6. Tax Return Prepare~s Fees
7. Register of Wills - fee to file Will; automation fee; JCP fee and Short Certificates 42.00
8. Register of Wills - fee to file PA Inheritance Tax Return 15.00
TOTAL (Also enter on line 9, Recapitulation) $ 6.457.31
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (6-98)
*
SCHEDULE.
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Baum Verna E.
FILE NUMBER
21
07
0515
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. Heartland Pharmacy of PA - prescription medications
VALUE AT DATE
OF DEATH
705.47
2. ManorCare Camp Hill 583 - nursing home services
2,236.39
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
2.941.86
REV-'513EXO(*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
Baum VI !rna E. 21 07 0515
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Barbara A. Morris Lineal
106 Sharon Road 1/2 of residue
Enola, PA 17025
2. R. Michael Baum Lineal
1007 Copper Creek Drive 1/2 of residue
Mechanicsburg, PA 17050
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15THROUGH 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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
IN RE:
: IN THE COURT OF COMMON PLEAS
: DAUPHIN COUNTY, PENNSYLVANIA
: ORPHANS' COURT DIVISION
ESTATE OF VERNA E. BAUM,
DECEASED
: NO. 21-07-0515
TABLE OF CONTENTS
1. Last Will and Testament of Verna E. Baum dated May 3, 2001;
2. Yahoo date of death value for MetLife stock as of February 6,2007;
3. M& T Statement dated May 30, 2007 providing date of death balance of Decedent's account; and
4. PNC Bank Statement dated July 5, 2007 providing date of death balance of Decedent's account.
-----. ~
--.
LAST WILL AND TESTAMENT
OF
VERNA E. BAUM
I, VERNA E. BAUM, of Harrisburg, Dauphin County, Pennsylvania, declare this
to be my Last Will and Testament, and revoke any and all previous Wills and Codicils made by
me.
ITEM I:
I direct that all my just debts and funeral expenses, including all
expenses of my last illness, shall be paid from my residuary estate as soon as practicable after
my death, as a part of the expense of the administration of my estate.
ITEM II:
All federal, state and other death taxes payable because of my
death with respect to the property forming my gross estate for tax purposes, whether or not
passing under this Will, including any interest or penalty imposed in connection with such tax,
shall be considered a part of the expense of the administration of my estate and shall be paid
out of the residue of my estate, without apportionment or right of reimbursement.
ITEM III:
I give, devise and bequeath to my daughter, BARBARA A.
MORRIS of Enola, Pennsylvania, my diamond pendant, containing nine diamonds in a
diamond-shape, which is on a long gold box chain and my antique cherry gate-leg table with
drop sides, previously located in my living room.
ITEM IV:
I give, devise and bequeath all of my remaining jewelry to be
divided equally between my two granddaughters, RAESHELL L. MORRIS of Mechanicsburg,
Pennsylvania and CHANDRA L. MESSIMER of Mechanicsburg, Pennsylvania. The division of
the jewelry is to be decided between my granddaughters.
ITEM V:
I direct that all the rest, residue and remainder of my estate be
sold and liquidated and the proceeds divided equally between my children, BARBARA A.
MORRIS of Enola, Pennsylvania and R. MICHAEL BAUM of Mechanicsburg, Pennsylvania, or
their issue, per stirpes.
ITEM VI:
I hereby appoint my daughter, BARBARA A. MORRIS and my
son, R. MICHAEL BAUM as co-Executors of this my Last Will and Testament.
ITEM VII:
I direct that no Executor serving hereunder be required to post
bond or enter security in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this J ii) day of
hJ~
,2001.
';/ .J? .~
J~ .L~4-L~~ ~ U..bU,~ (SEAL)
VERNA E. BAUM
The preceding instrument, consisting of this and one other typewritten page, was, on
the date thereof signed, published and declared by VERNA E. BAUM, the Testatrix therein
named, as and for her Last Will, in the presence of us, who, at her request, in her presence,
and in the presence of each other, have subscribed our names as witnesses hereto.
C'~.O,~L
~' J 7{\\ ,
...,,. I . ~)
\ j ).lJ.) n, l.., I ~/)l,(l .w\
residing at \\-J.YV ~ ~ 'P~ v~ V fj
. JI
residing at '-ll Ul.J.:.JvtLr'iU.r;;) &.ljU) r j)A
o '
2
COMMONWEALTH OF PENNSYLVANIA
ss:
COUNTY OF DAUPHIN
WE, VERNA E. BAUM,~ytY\ f1. M~s\c1\ and /~if-)O A. ~ln(Jrd
the Testatrix and the witnesses, respectively, whose names are signed to the attached or
foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority
that the Testatrix signed and executed the instrument as her Last Will, and that she had signed
willingly and that she executed it as her free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed
the Will as witnesses and that to the best of their knowledge, the Testatrix was at that time
eighteen years of age or older, of sound mind and under no constraint or undue influence.
7~~~~- ~ 75a~~/
VERNA E. BAUM
~a-~
I ness -
;~~Q 0 t{iJ~ClA{J..
Wi ness
Subscribed, sworn to and acknowledged before me
and subscribed and sworn to before me by \ '5' I
J,..JOG A. (~u;,nD.(cl , witnesses, this $& day of
a
and
,2001.
lV/1
&1t4L1LILL (;'. .JiuJ.L~
( Notary Public I
l~ NOTARIAL SEAL
BARBARA A. 8HADB., Notary Ptb!c
HEInBIug, [)fqJfin Qxny
My Conl,~ ExpIr9s Memb 17, 2003
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8/10/20073:37 PM
---m1 M&I'Bank
499 Mitchell Road, Mitlsboro, DE 19966 Mail Code DE-MB-12
Phone (888)502-4349
Fax (302) 934-2955
May 30, 2007
Law Offices
Purcell Krug & Haller
1719 North Front Street
Harrisburg, Pennsylvania 17102-2392
Re: Estate of: Verna E Baum
Social Securitv: 188-12-4452
Date of Death: February 06. 2007
Dear Sir or Madam:
Per your inquiry dated May 25, 2007, please be advised that at the time of death, the above-named decedent had on deposit
with this bank the following:
1.
Type of Account
Checldng Account
Account Number
86540998
Ownership (Names oj)
Vema E Baum ·
Opening Date
09/19/97 Closed OS/25/07
Balance on Date of Death
$1,966.00
$ 0.00
Accrued Interest
Total
$1,966.00
Please be advised, there was no safe deposit box found for the above decedent.
* If upon reviewing the information above, you believe there are additional accounts not referenced, please
provide us with an account number and/or the name of any possible joint account holder. For any additional
information on the above accounts, including ownership and any changes, closures and/or reimbursement of
funds, please call the Penbrook Office # 717-255-2266.
Sincerely,
~dY
Nancy Zett
Records Management
'"
JUL-05-2007 17:53
PNCBANK
412 768 3458
P.01/01
G PNCBAN<
July 5, 2007
Jill M. Wineka
1719 North Front Street
Hanisburg, P A 17102-2392
RE: Estate of Vema E. Baum, deeeased
SSN~ 188-124452
DOD: 2/612007
Dear Ms. Wineka:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Cbeeking Account
Account #5004786373
Established 06/26/2006
RAYMOND MICHAEL BAUM
VERNA E BAUM
DOD balance: S7,939.62 (non-interest bearing)
Please note that this office only provides date of death balances for deposit accounts
(IR.As, CDs, Checking and Savings accounts). We do not process any financial
transactions or provide statements. (fyou need assistance with any of these items,
please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
~~
Rachelle Wells
1-800-762-1775
P7 -PFSC-04-F
500 firSt Ave.
Pinsburgh PA 152]9
Member FDIC
,
TOTAL P.12l1
LA W OFFICES
HOWARD B. KRUG
LEON P. HALLER
JOHN W. PURCELL JR.
JILL M. WINEKA
NICHOLEM. STALEY o 'GORMAN
LISA A. RYNARD
LA TOY A C. WINFIELD
Purcell, Krug & Haller
1719 NORTH FRONT STREET
HARRISBURG, PENNSYLVANIA 17102-2392
TELEPHONE (717) 234-4178
FAX (717) 783-4939
HERSHEY
(717) 533-3836
JOSEPH NISSLEY (1910-1982)
JOHN W. PURCELL
VALERIE A. GUNN
Of Counsel
September 5, 2007
Register of Wills
Cumberland County Court House
Carlisle, PA 17013
Re: Estate of Verna E. Baum
No. 21-07-0515
Dear Register of Wills:
Enclosed for filing, please find two originals and three copies of the Inheritance Tax Return in the
above-captioned matter. I am also enclosing a check payable to the Register of Wills for $15.00 for the filing
fee and a check payable to the Register of Wills, Agent in payment of the inheritance tax due in the amount of
$30.55. Please return three date-stamped copies of the document to me in the enclosed stamped, self-
addressed envelope. Thank you.
Sincerely,
CUtrn.~
r1i~. Wineka
JMW/bas
Enclosures
cc: R. Michael Baum, Co-Exec. w/o enc.
Barbara A. Morris, Co-Exec. w/o enc.
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