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Home My WebLink About10-26-07 (3) --.I 15056041125 REV -1500 EX (06-05) PA Department of Revenue. ~~~~;~~~~~uaITaxes' 'INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year 2 1 0 7 File Number o 684 Date of Birth 18718 4 0 1 9 o 5 022 0 0 7 o 616 1 9 2 3 Decedent's Last Name Suffix Decedent's First Name GRIMES LILLIAN MI K (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix 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 [Xl 1. Original Return o 4. Limited Estate o o 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 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 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received o o o o 8. Total Number of Safe Deposit Boxes 2. Supplemental Return o o 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required STEPHEN J.HOGG, ESQUIRE 717 245 2 698 Firm Name (If Applicable) REGISTER OF WILLS USE ONLY First line of address :~ C) . -. , ;j -......_i 1 9 S HANOVER ST. STE.IOl -) --'1 r"'- ) (.:.~'~ Second line of address PATE FiLED --- . City or Post Office State ZIP Code , ~ _,J --"1 t..o " C A R L I S L E P A 1 7 0 1 3 a Correspondent's e-mail address:SHOGG@NEXSPOT.COM Under penalties of pe~ury, I declare that I have examined this retum, 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 knowledg AT~f1.E2F ~RS.ON P IBLEJOR FILING RETURN . LC-,{.J.. ~~~L. A jS7 ;JA /70/3 Sf Side 1 L 15056041125 15056041125 --.I ~ -' 15056042126 REV-1500 EX Decedent's Social Security Number Decedent's Name: LILLIAN K. GRIMES RECAPITULATION 187184019 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 Property (Schedule E) 5. 6 1 o . 5 8 ...... . 6. Jointly Owned Property (Schedule F) o Separate Billing Requested . . . . . . . 6. 1 7 6 3 4 . 1 4 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) 0 Separate Billing Requested. . . . . . . 7. 8. Total Gross Assets (total Lines 1-7) 8. 1 8 2 4 4 . 7 2 .......................... . 9. Funeral Expenses & Administrative Costs (Schedule H) 9. 6 6 5 9. 6 8 ............... . 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . 10. 3 1. 2 6 11. Total Deductions (total Lines 9 & 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 6 6 9 o . 9 4 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . 12. 1 1 5 5 3 . 7 8 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. 1 1 5 5 3 . 7 8 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.O _ o . 0 0 15. o . 0 0 16. Amount of Line 14 taxable at lineal rate X .O~ 16. o . 0 0 . 17. Amount of Line 14 taxable o . 0 0 O. 0 0 at sibling rate X .12 17. 18. Amount of Line 14 taxable 1 1 5 5 3 . 7 8 1 7 3 3 . 0 7 at collateral rate X .15 18. 19. Tax Due . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 1 7 3 3 . 0 7 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT o Side2 L 15056042126 15056042126 -' Decedent's Complete Address: 21 07 0684 DECEDENT'S NAME LILLIAN K. GRIMES STREET ADDRESS 1819 SPRING ROAD CITY I STATE ] ZIP CARLISLE PA 117013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 1,733.07 Total Credits (A + B + C) (2) 3. InteresVPenalty if applicable D. Interest E. Penalty 0.00 TotallnteresVPenalty ( 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) 0.00 0.00 1,733.07 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. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5A) (5B) 1,733.07 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 ~ a. retain the use or income of the property transferred; ...................................................................... 0 I~L b. retain the right to designate who shall use the property transferred or its income; ............................... 0 0' c. retain a reversionary interest; or ................................................................................................ 0 ~ d. receive the promise for life of either payments, benefits or care? ....................................................... 0 L::.J 2. If death occurred after December 12,1982, did decedent transfer property within one year of death 3. ;:~h~~~:~~~;~na~~~~:~~u~~~::~~~a~~;:bl~ ~~~~ '~~~'t~ 'b~;k' ;~~.~~~~.~; ~~~~';i;~' ~~ 'h;~'~; 'h~; 'd~~~~?""::::::::: 8 ~ 4. Did decedent own an Individual Retirement Account, annuitY, or other non-probate property which contains a beneficiary designation? ...............................................................................................7.. 0 Ga' 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. ~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) (U)]. 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 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. ~9116(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. .-',w.'V,.'- COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF LILLIAN K. GRIMES CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21 07 0684 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of sUlVivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 405.98 HIGHMARK BLUE SHIELD REFUND 2. ERIE INSURANCE REFUND 23.00 3. EMBARQ REFUND 8.81 4. COMCAST REFUND 45.20 5. AETNA REFUND 126.20 6. M&T BANK - ESTATE ACCOUNT 9838893171 - INTEREST SEPT. 2007 1.39 'Jr [1:' r,: c ~V-~I'jC9 z;.;(... (6.~a) .~,~2. I~ ~". ".... ''1 UJ "i,; I~ ~ . ,.., ~.);!t ;'.'i ~i:':""::: "~ >TATE OF LLlAN K. GRIMES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT JOINTLY-OWNED PROPERTY FILE NUMBER 21 07 0684 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT . VICKI BAKER 174 COUNTRY VIEW ESTATES NEWVILLE, PA 17241 NIECE )INTL Y-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY '10 OF DATE OF DEATH "M FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF MBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL EST ATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST A. M& T BANK - NORTH MIDDLETON BRANCH 27,168.23 50. 13,584.12 1958 SPRING ROAD CARLISLE PA 17013 ACCT#866598 A. M& T BANK - NORTH MIDDLETON BRANCH 8,100.03 50. 4,050.02 1958 SPRING ROAD CARLISLE PA 17013 ACCT#240433599 . . TOT AL (.t..Iso enter on line 6, Recapitulation) $ ~7"S-::.1.14 , ,:;;1___" .>;......-~-;;;;.. ...,.;~. ........6.i~..... oj II FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT 3TATE OF ILLlAN K. GRIMES FILE NUMBER 21 07 0684 ITEM \-IUMBER 1. 2. 3. Debts of decedent must be reported on Schedule I. DESCRIPTION FUNERAL EXPENSES: HOFFMAN ROTH FUNERAL HOME MICHAEL BIXLER (GRAVE OPENING) CARLISLE MEMORIAL SERVICE (GRAVE MARKER) ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) VICKI S. BAKER Social Security Number(s)/EIN Number of Personal Representative(s) Street Address 174 COUNTRY VIEW ESTATES City CARLISLE State PA Zip 17013 1. Year(s) Commission Paid: 2. 3. AttorneyFees STEPHEN J. HOGG, ESQUIRE Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent 4. Probate Fees CUMBERLAND COUNTY REGI~TER OF WILLS 5. Accountant's Fees 6. Tax Retum Prepare~s Fees 7. ADVERTISING CARLISLE SENTINEL CUMBERLAND LAW JOURNAL INHERITANCE TAX RETURN & INVENTORY FILING FEE ACCOUNTING (EST.) 8. 9. Zip TOT AL (/\Iso enter on line 9, Recapitulation) $ ----.-----.--,--.,,-".., -----..-----.--..^--...-...... ~ - -.--.,' ._. -.--_._- _.._-'_..._-_._--_...~~.._~,_.._~_......__.....~.~..._--.. - AMOUNT 3,554.90 250.00 416.00 912.16 1,000.00 133.00 158.62 75.00 30.00 130.00 I~ ') =V-1512 EX + 112-03) '*' SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT >TATE OF LLlAN K. GRIMES FILE NUMBER 21 07 0684 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH EMBARQ 31.26 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 3126 . ",~ ~~, ' "-;~~,;~~t p~, COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT STATE OF lLLlAN K. GRIMES ~;'~ 2i)Ui.'E ~ BENEFICIARIES RELATIONSHIP TO DECEDENT AMOUNT OR SHARE UMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s} OF ESTATE 1. TAXABLE DISTRIBUTIONS {include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. EVA MCCLEAN Collateral 50% 103 MOCKING BIRD LANE L1GONIER, PA 15658 2. VICKI BAKER Collateral 50% 174 COUNTRY VIEW ESTATES NEWVILLE, PA 17241 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 1. . . B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ FILE NUMBER 21 07 0684 (If more space is needed, insert additional sheets of the same size)