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Home My WebLink About10-04-07 ...J 15056051058 REV-1500 EX (06-05) PA Oepanmentol Revenue . Bureau of IndMduaI Taxes PO BOX 280601 H~.~171~1 . ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death ._ .,.'__.'_m....._........o.. ,....._.. ""__"__"_~"""'___'_""'_"."" OFFICIAL USE ONLY ~~Cocle Year INHERITANCE TAX RETURN RESIDENT DECEDENT File Number 21 07 .0358 Date of Birth 193-46-4593 01/1612007 02/22/1956 Decedent's last Name Decedent's Fust Name Ml ARNOLD BETTY ANN (If ApplIcable) Enter SurviYlng Spouse" Information Below last Name Suffix First Name MI ARNOLD ~'!l~~I_~_~ · 175-4~99 DOUGLAS E THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REG1STER OF W1LLS FILL IN APPROPRIATE OVALS BELOW ce:; 1. Original Return c::> 2. Supplemental Return c:::::; 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Retum Required ,""""'~', ~~~.-~",' (=~> 4a. Future Interest Compromise (date of C::::) death after 12-12-82) C:J 7. Decedent Maintained a living Trust (Attach Copy of Trust) (.::::::J 10. Spousal Poverty Credit (date of death c:> 11. EIectlon to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COIIPLETED. ALL CORRESPONDENCE AND CONFIDENTW. TAX INFORIIATION SHOULD BE DIRECTED TO: Name ~~.:rtt~~IJIllber. 6. Deced8nt Died Testate (Attach Copy of Win) 9. litigation Proceeds Received 8. Total Number of Safe Deposit Boxes 4. limited Estate G. THOMAS MillER, ESQ. FJrnl N~,<lf~~L__ , MILLER and MILLER (717) 920-5500 o -)1 ~n -r.n =.i: M I ._~~~~[) ~- t"",,) t:-'"':)- ~ REGISTER OF WILLS USE ONLY First line of address 1 SOUTH YORK ROAD Second line of address Ci CJ , -~'"i' or Post Office DIUSBURG ZIP Code 17019 T:;: -- .. 1''' COl19spondetlt's e-malI address: gthomasm@comcaslnet w Under peneIlilIs of perjury. I declare that I have examined lhls nMum, including accompanying schedules and stalemenls. and to lhe best of my knowledge and belief, ......,.........._._d:f:.. .. _.......__._~.._d__....""_ ~ PERSON RESPONSI8lE RETURN . DATE -~UO'~"tO~ E" ~ Q~~,e-O'1 ADDRESS . 206 St. Johns Church Road, Camp Hill, PA 17011--4047 SI~'~~11VE lup/vl ADDRESS 1 South York Road, DiHsburg, PA 17019 PLEASE USE OItIGlMAL .0_ ONLY Side 1 L 15056051058 15056051058 ...J ~ ....J REV-1500 EX Name: RECAPITULATION BETIY ANN 15056052059 ARNOLD 1. Real estate (Schedule A). ................................. . . . . . . . . . .. 1. 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. . .. 3. 4. Mortgages & Notes Receivable (Schedule D). . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal ~roperty (Schedule E) .... . . .. 5. 6. Jointly Owned Property (Schedule F) c.:::; Separate BiDing Requested . . . . . .. 6. 7. Inter-VIvos Transfers & Miscellaneous Non-Probate Properly (Schedule G) c:::) Separate Billing Requested.. . . . . .. 7. 8. Total Gross Assets (total Unes 1-7>-.. . .. .. . .. .. .. .. . . . . . . . . .. .. . .. . ... 8. 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9. 10. Debts of Decedent. Mortgage UabiIIties. & Liens (Schedule I) . . . . . . . . . . . . . . . . 10. 11. Total Deductions (total lines 9 & 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 11. 12. Net Value of Estalie (line 8 riIinus Line 11) .. ... ... .. . . . . . . . .. . .. . . . .. .. . 12. i 13. Charitable and Governmental Bequests/See 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 INSTRUCnONS FOR APPUCABLE RATES 15. Amount of line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 taxable at lineal rate X.O_ 17. Amount of line 14 taxable at sibling rate X .12 18. Amount of line 14 taxable at collateral rate X .15 19. TAX D.UE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 15. 16. 17. 18. 20. FILL IN THE OVAL IF yOU ARE REQUEsnNG A REFUND OF AN OVERPAYMENT L 15056052059 Side 2 1)e~~s.~~lIItIrntJttr 193-46-4593 0.00 0.00 0.00 0.00 22,416.00 44,806.00 51,244.00 118,466.00 13,490.00 5,476.00 18,966.00 99,500.00 0.00 99,500.00 99,500.00 0.00 0.00 0.00 0.00 15056052059 ....J REV-1500 EX Page 3 File Num.R!!r I II 07 " '_'''~~_~~_ <._ ,~,_,_~_~~',_,_""_;",,>_~,,,,__',",~'__.____^''''.'.,_"<V"~'.-"- Decedent's Complete Address: 21 0358 , ~" ---_._~~--~ ~,---- '-'~..' .---, DECEOENl"S NAME DECEDENT'S SOCIAL seCURrTY NUt.eER BETTY ANN ARNOLD 193-46-4593 STREET ADDRESS 206 St. Johns Road crrv I STATE I ZIP 17011-4047 Camp HifI PA Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2. CreditslPayments A. Spousal poverty Credit B. Prior Payments C. Discount 3. InterestlPenally if applicable O.lnterest E.PenaIt.y 0.00 Total Credits ( A + B + C ) (2) 0.00 Totallnteres1lPenaI\y (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, LiRe 2t 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. (SA) B. Enter the total of line 5 + SA. This is the BALANCE DUE. (58) 0.00 0.00 0.00 0.00 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESOONS BY PLACING AN T IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.......................................................................................... 0 [i] b. retain the right to designate who ShaIJ use the property transferred or its income; ............................................ 0 l&I c. retain a reversionary interest; or................................__................................................................................... 0 [i} d. receive the promise for life of either payments, benefits Of' care? ...................................................................... 0 [iJ 2. If dealh oceurred after December 12, 1982, did decedent transfer property within one year of death wiIhout receiYing adequate oonsidefation? .............................................................................................................. 0 Iil 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 [i] 4. Did decedent own an Individual Retirement Account. annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ ~ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND ALE 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. ~9116 (a) (1.1) (i)]. R>r 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 am 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-<lne 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 decedenfs lineal beneficiaries Is four and one-haIf (4.5) percent, except as noted in 72 P.S. !9116(1.2) [72 P.S. !9116(a)(1)]. The tax rate lmposedonthe net value of transfers to or for the use of the decedenfs siblings Is twelve (12) percent [72 P.S. ~116(a)(1.3)J.Asibling Is defined, under Section 9102, as an individual who has at Jeast one parent in common with the decedent, whether by bbod or adoption. REV-1508 EX+ (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF BErrY ANN ARNOLD FILE NUMBER 2007-00358 ITEM NUMBER Include !he proceeds of IltigaIion and !he date the proceeds were received by the estate. AI property joInIIy-ownect wItb right of survivorship must be dIsctosed on Sc:heduIe f. . DESCRIPTION 1. Legacy from Mabel L. Morrow Estate (Cumbertand Cty. No. 21-06-1067) TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed. insert additional sheets. of the same size) VALUE AT DATE OF DEATH 22,416.00 22,416.00 REV.l509 EX+ (6-98* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDUU F JOINTLy-oWNED PROPERTY ESTATE OF BETTY ANN ARNOLD ALE NUMBER 21-07-0358 If an asset was made joint wIthtn OM year of the decedent's date of death. It must be reported on Schedule G. SURVMNG JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT 'A. Douglas E. AmoId I206 st Johns Road. Camp Hill. PA 17011 B. c. JOINTLY-OWNED PROPERTY: ITEM NUMBER 1. 2. A. 3. A. 4. DATE MADE JOINT DESCRIPTION OF PROPERTY INClUDE NAME OF ANANCIAlINS11lUTJON AND IlANK ACCOUNT NUMBER OR SIMIlAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTlY-HElD REAl ESTATE. . BeIco Savings Account No. xxxx70 · Belco Checking Account No. xxxx70 Spouse !WE OF DEATH VAlUE OF ASSET DATE OF DEATH VAlUE OF DECEOEHTS INTEREST 16,283.00 8,142.00 8.386.00 43,315.00 21,658.00 13,239.00 6,619.00 TOTAL (Also enter on line 6, Recapitulation) $ (If more space is needed, insert additional sheets of Ihe same size) 44,805.00 REV-1510 EX+ (6-98* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULI G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF BETTY ANN ARNOLD FILE NUMBER 21"()7 "()358 ITEM NU This schedule must be completed and tiled if \he answer to any of questions 1 lhrough 4 on \he IIMlI'Se side of \he REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY tICWDE THE NAIIE Of THE 'IRAN5FEREE. TIER RElAlIONSHIP TOilECEDEIIT ANO THE DATE Of TRANSFER. ATTACHA COPY Of TIE DeED FOR REAl. ESTATE. TAXABlE VAlUE 1. NON-PROBATE PROPERTY - DECEDENrS IRA's DATE OF DEATH % OF DECD'S EXCLUSION VAlUE OF ASSET INTEREST 1 BeIco Credit Union - IRA 2 American Funds #73551577 -IRA 3 Americafl Skandia UfeVest II-IRA 14934 3584110 004 092001 [Beneficiary of all IRA's is Douglas E. AmoId, Decedenfs spouse] TOTAL (Also enter on fine 7 Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 4,459.00 17.321.00 29,464.00 0.00 REV-1511 EX+ (12-99>* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DecEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF BETlY ANN ARNOLD FILE NUMBER 21-07-0358 ITEM NUMBER A. Debts of clec:eclent must be reported 01\ Schedule L DESCRIPTION 1. RJNERAl.EXPENSES: 'Musselman Funeral Home, lemoyne, PA Rolling Green Cemetary Post-funeral reception Royer's - flowers 2 3 4 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representalive(s) Douglas E. Arnold Social Security Numbef(s)IE1N Number of Personal Representalive(s) streelAddress206 St. Johns Road City Camp Jim Stale PA Zip 17011 Year(s) Commission Paid: 2. Attorney Fees 3. FamHy Exemption: (If decedent's address is not the same as c1aimanfs, attach explanation) Claimant., Douglas E: Arnold StreelAddress ;206 St. Johns Road City Camp Hill State PA .Zip ..17011 ReIalionship of CIaimanllo Decedent Spouse 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. AMOUNT 7,554.00 597.00 828.00 403.00 .. .1,09P.00 3,000.00 108.00 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 13,490.00 REV-1512 EX+ (12'()3) . COMMONWEAlTH OF PENNSYlVANIA INHERm\NCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE UABlUTlES, & UENS ESTATE OF BEllY ANN ARNOLD FILE NUMBER 21-07-0358 Report debts Incurred by the dec:edent prior to death which remained unpaid IS of the date of deatIl, Inc:IudIng lIIIrIimbuned III8CIIcaI uperIHS. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Gish Fumiture, Camp Hill, PA - balance due on furniture purchase . 445.00 2 G.F. Money Bank Account No. 6030 0902 0574 0600 -loan 5,031.00 TOTAL (Also enter on rme 10, Recapitulation) $ (If more space is needed, insert additional sheets of \he same size) 5,476.00 REV-1513 EX+ (9-00) . COMMONWEAlTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF BETTY ANN ARNOLD NUMBER NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY I TAXABlE DISTRIBUTIONS (include outright spousal disIrilulions. and transfef$ under Sec,jJ11tlJ@) (1.2)) 1 Douglas E. Arnold, 206 St. Johns Road. Camp Hill, PA 17011-4047 ALE NUMBER 21-07-0358 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not list Trustee(s) OF ESTATE 100% 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 N/A N/A TOTAL OF PART U - 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) MILLER and MILLER ATIORNEYS AT LAW 1 South Yark Road Dillsburg, PA 17019 G. Thomas Miller Thomas R. Miller Telephone: 717-920-5500 Fax: 717-920-5503 gthomasm(wcomcast.net October 3, 2007 Glenda Farner Strasbaugh, Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013-3387 Re: Estate of Betty Ann Arnold No. 21-07-0358 Dear Ms. Strasbaugh: Enclosed for filing in duplicate ~s the inheritance tax return for the above estate; you will note a copy of the will is attached to one copy of the return. Also enclosed is our check for $15.00 which we understand covers the filing fee. Kindly send me the receipt using the pre- stamped envelope also enclosed. Your attention to the foregoing is appreciated. Very truly yours, ~ GTM:am enclosures cc: Douglas E. Arnold o Co :~,~o ~';~ ~~ ~::~-; 5 c:::> (~ I ~ !: N N