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HomeMy WebLinkAbout11-15-07 ..J 15056051047 REV-1500 EX (06-05) PA Department of Revenue '* Bureau of Individual Taxes . PO BOX 280601 Harrisbu ,PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT Date of Birth Decedent's Last Name Suffix Decedent's First Name MI (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW _ 1. Original Return (:) 2. Supplemental Retum (:) 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 Da ime Telephone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes - Correspondent's e-mail addreSs: fA. 170S~ ADDRESS \ ,(,., (3 9.., ~ t L'l 1~ ~ , J1 E c. ~ A t\J I C ~ ~ v R. G-- , SIGNATURE OF PRE PARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY ., Side 1 L 15056051047 """,. 15056051047 ..J~ --.J 15056052048 REV-1500 EX Decedent's Name: Decedent's Social Security Number ~ RECAPITULATION 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. Jointly Owned Property (Schedule F) 0 Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & MiscellaneoUs Non~ProbateProperty (Schedule G) c:::) Separate Billing Requested.. . . . . .. 7. 8. Total Gross Assets (total lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9. 10. Debts of Decedent, Mortgage liabilities, & liens (Schedule I). . . . . . . . . . . . . . . . 10. 11. Total Deductions (total lines 9 & 10)............................... ..... 11. 12. Net ValueofE~tate (line 8. minus line 11) .(.l.~ .S. CP.~. ~.~T. .\ . . . . 12. 13. Charitable and Govemmental 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} ~~.S f>.~.~~\ . . 14. TAX COMPUTATION - SEE INSTRUCTIONS.FOt{ APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under See. 9116 (a)(1.2) X .0_ 15. 16. Amount of line 14 taxable at lineal rate X.O _ 16. 17. Amount of line 14 taxable at sibling rate X .12 17. 18. Amount of line 14 taxable at collateral rate X .15 18. 19. TAX DUE.. .. ... .. .. t~ . 5. ~. ~V f.N T .. .. . .. .. .. .. . .. .. .. .. .. .. 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L (7dll/V 15056052048 <, c:::) 15056052048 --.J REV-1500 EX Page 3 Decedent's Complete Address: File Number DECEDENTS NAME K' l.. l N G-E R, I 'RusseL L STREET ADDRESS .~ a.- PArt\< R~ CITY I STATE PA- I ZIP ME-C~I\N l t.s ~ut...lr I 7 0 ~o Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) -0- Total Credits (A + B + C ) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty ---- 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 Pag!! 2, 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. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5A) (5B) -0- Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QU~STlONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decEJdent make a transfer and: Yes No a. retain the use or income of the property transferred;.......................................................................................... D [!I- b. retain the right to designate who shall use the property transferred or its income; ............................................ D ~ c. retain a reversionary interest; or.........................................:.~;............................................................................. D CiS d. receive the promise for life of either payments, benefits or care? ...................................................................... D M 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. D ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D ~ 4. Did decedent own an Individual Retirement Account, anrtuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ D ~ . 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) (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 be~eficiary. 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 deceqent'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 wifh the decedent, whether by blood or adoption. --.."'" *' SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBE K L f}.J G-EI< J 'K lJ SSE L E. , ! Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survh/orship must be disclosed on Schedule F. ITEM i VALUE AT DATE NUMBER DESCRIPTION I OF DEATH 1. MerT CHEC.fo< IN G- PI C coLJJ-JT a 9 'if 4 ~~3.J091<6 ~<ac.oo J C.AsH- , YS.oo 3. dOQ \ c I-frvRol..E T ~MpALA- 7/ 50-00 4, M ISC. P f~ s 6 fo..l fit L f,ec>p tA. T Y ItcS-o'D q <10/0 oF- Pf~ONf>ll... p~opr~ r'f CU A ..> . PET f}oG- Af'JO R U 1J.J t 0 f),-/ I< LIN 6-0..' ~ . MIC~ CONIAM ItJAftoN CAN SE CJI-J F. ~t.I\ ~D B'I N E' (;. N.!lOft> I I I I TOTAL (Also enter on line 5, Recapitulation) $ 7'lfo.oo (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 SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF R\JSSE'L t. k l \ IV GE. R.. FILE NUMBER ITEM NUMBER A. FUNERAL EXPENSES: Debts of decedent must be reported on Schedule I. DESCRIPTION AMOUNT 1. M ~ L. P f "Z.. 'Z. ,. FUN E It A L H 0 /VI E... ~ MR~W~I W~..., M €. c. t-I. ~!-II t 5 ~ u ~ 6- \ r A . 1 r 7 - "q 7 - 4- (. 'f " la77,Oo B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) _'R~ I P f{ R . vJ 11 1< E F,E (. 0 Social Security Number(s)/EIN Number of Personal Representative(s) Street Address II ~ B R,'NOLE:.. 'RJ City M e.. c. H lOr N I C ~ B lJ R. 6- State~ziP /705; Year(s) Commission Paid: - 0 - 2. Attorney Fees ..JAME,s "...,. g"'C.H Iso,eo 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State _ Zip Relationship of Claimant to Decedent 4. Probate Fees .- '-. -~: %0.00 5. Accountant's Fees 'RE(hJT€~ c> F W.&.t.S (P'!.E' rAy.. RETuU/' 6. Tax Return Pre parer's Fees , r. 0 0 7. i ! TOTAL (Also enter on line 9, Recapitulati6n) $ (If more space is needed, insert additional sheets of the same size) , 5 J. d . 00 REV-1512 EX+ (12-03) ESTATE OF *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT I~L-t IV 6-eR. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS Ru 55FL FILE NUMBER E, Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimltursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. (CR.ED,T CARD) 7 d. 1../.. 00 ~. 3. 5- ,. 7. 9. q, 10. LOWE'S CA plTtll\~ otJE. (c f\.~O,T c.p\~1) ) ASPI~~ (C,Qlt01T"' CA~O\ 4'" 09.00 ("J.i.oo 4-. CRf,(J,.r ONE.. (c R EP,"" CAitO) I "?>G,q. 00 Jq"OC) MAS If R CA~D (C(<eD1T' C.ARD) (c.~fPlr C.A~D) .5CJ~,OO J.S3,oO ~ 0 o. 00 ASP'y\rL(#J. ) j,.). S~eL.TON u..H~ " l- .f! l e. c-l') I W~"'EF,E.L..D I f? t ,..,TE 0 H",....tL ( \4 EIA TIN (,. 0 ILl R" 1 {> h A. fhL. ON dOC I ~MPIl1.r:\ ~A-(p" A. DA-f'04.I\GE PONE. To ~ P,.rtl< P.J. M f C.f.(A,...C.Sa....A c,. In- ;;',",000.00 3f.t\~'f..F.fi{".D . fJf+lf'ff A. R fMov f. / Vt>{JogA L 0 F PfflS6r-JAL f^ol't.A..T"I Fv~N Ir()~~A"'~ ~ 50, 0'0 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) - 35,5;2. 7,00 ./ cD ft&1 Fill In amount completely $ DDDDD . DD D Yes, I have moved or I have changed my email address. Check the box and submit changes on the reverse side. ......-........ .............. ............... :!~~!pk~~~~~IJJ~i~:JtI0p~~,:i< Ilml_lllun~IIII~~ RUSSELL E KUNGER 2 PARK RD MEOHANIOSBURG PA 17050-2731 11141 1111.1..11111.1.1.11.11..1.1.111.111..1111.1111111..1.11.111...111.1.111 11..111..11111..11.1.111....1.11...1..11...11111..1.11.1..1.11 MaIat Payments to: LOWE'S P.O. BOX 530914 ATLANTA, GA 30353-0914 11.11.11,,11111,1111,1.11.11 i 1.1.111'; .11.1..11.111I.111111111 0002100DOOOOOO OOOb300000723~5 0007~81~2 43~b042 ~7003 ..... ., I NOt Previous Bal~ Payments.~ Cred~$ ( $4,471.41 )-( $200.00 ')+( '-------_/ "'-.-.- FINANCE CHARGE '..------ $53.22 Transactions New Balance Minimum Payment Due Date \ I ) +l $84.63 H $4,409.26 II $132.00 ) I Apr. 11,2007 I @ Feb. 13,2007 -'- Mar. 13,2007 Page 1 of 1 .~,~ $4,650.00 $240,74 $1,767.00 $240.74 ~ments. .C@~jts,l~jusbne!Jts ','_ 1 10 MAR PAYMENT T ransactionsu 2 05 MAR WM SUPERCENTER MECHANICS BURG PA ---,- . .-i.. PUM~ PAY AT ltAST THIS AMOUNT ~-----'--"""'------~-...,......._--_._.._- Visa Platinum Account 4862-3623-1635-5497 Your Account Infonnation TOTAL CREDIT LINE TOTAL AVAILABLE CREDIT CREDIT LINE FOR CASH AVAILABLE CREDIT FOR CASH $200.00- $84.63 , FinanCe Charges (Please see reverse for important information) J' Balance rate Periodic CorresJlQnding FINANCE applied to rate APR CHARGE Purchases $4,495.76 0.04082% 1490% $53.2t' Cash $0.00 0.06641% P 2424% $0.00 " ANNUAL PERCENTAGE RATE applied this period: 14.90% "~ -"...---..-.-.--,--.......----....-- - -R tcd:(y VUN(,t:2__ At Your SelVice 1-8OQ.903.3637 To caR Cuslomer Relations or 10 report a lost or slolen card: c~ eo-J( f\ 'J./?.-f J 0 { e o @ Send payment$ tCl: Cap~al One Bank, P.O. Box 70884 . Charlotte, NC 28272-0884 Send inquiries to: Cap~al One. P.O. Box 30285. Sall Lake City, UT 84130-0285 J 0- I.-( S' OA-'f S ..r f ~~Y\ 9 Ge. I o n ,E ( Al.J...~f) I RcpA- 3/23/ 0'1 p~o f,lft'-. ~77- JtS'7- ~c. ~f 1; 4- ^' >f cc,r ~-:> .~r 6056 00Z9 506 1 7 11 070313 PAGE 1 of Z COLRZ..OA PLEASE RffURN PORTION BElOW WITH PAYMENT 018C6056 77417 (}) . as pi reat ~ For Customer Service Information, see the Cardholder Service. Information ..ction below. .-/ /' For billing errora, and other Information about your card, ... fever.. lide. Account Summary Account Number Closing Date Total Credit Une Available Credit Payment Due Date Minimum Payment 4146 7500 0055 7014 MARCH 26, 2007 $800.00 $171.50 APRIL 20, 2007 $52.00 Previous Balance Payments & Credits Purchases & Debits Cash Advances Periodic FINANCE CHARGE New Balance $597.88 $20.00CR $41.50 $0.00 $9.12 $828.60 Important News YOUR ACCOUNT IS PAST DUE $28.00. FAILURE TO PAY MAY RESULT IN REVOCATION OF YOUR CHARGING PRIVILEGES. Transaction Detail Trans Date 2/27/07 3/1/07 3/26/07 Post Date 2/27/07 3/2/07 3/26/07 Description ACCOUNT MAINTENANCE FEE PAYMENT RECEIVED -- THANK YOU LATE PAYMENT CHARGE $ $ $ AmoUnt 6.50 20.00 PY 35.00 Finance Charge Summary AVERAGE DAIL V BALANCE- MONTHL V CORRESPONDING ANNUAL PERIODIC PERIODIC RATE PERCENTAGE RATE' (APR) FINANCE CHARGE Purchases Cash Advances $ $ 470.78 0.00 1.8375% 1.9375% ,23.25% :23.25% $ $ 9.12 0.00 @ 5385 0005 HAG 1 7 25 070225 Page 1 of 1 5727 9610 K662 D1BU5385 10422 g :I: --- ~ CreditOne BAN K Your Account Number 44479611 1535 8620 Payment Due Date Your New Balance Minmum Payment Due Please Ent~r Amount Of Payment Enclosed 03/22/07 $1,369.00 $55.00 $ O For address and telephone ohanges, please oheck the box and oomplete reverae side. To ensure proper oredit, please retum this portion with your payment. Please write your acoount number on your oheck, made payable to CREDIT ONE BANK. We may process your paymenleleotronioally. See Pll\ymenls paragrll\Ph on back. CREDIT ONE BANK PO BOX 60500 CITY OF INDUSTRV CA 91716-0500 111111111111111111111111111111111.1111111111111111111111111111 RUSSElL KLINGER 2 PARK RD I 31 HECHANICSBURG PA 17050-2731 10422 11111111111111111111111111111111111111111111111111111111111111 0136900 0005500 4447961115358620 2 '" ...-, (90m) HO~<:lVUS ;)UI Sd8!/Uas Pj88 88SH 900(; HOUSEHOLD BANK MASTERCARD STATEMENT N 01/ r:. lC f) '1- (0 - 0" . (5) RUSSELL E KLINGER Page 1 of 1 BALANCE SUMMARY PAYMENT SUMMARY PAST DUE AMOUNT $15.00 $260.37 $0.00 ACCOUNT SUMMARY ACCOUNT 54ll8-9750-2621"()859 NUMBER CASH CREDIT LIMIT t $300 PREVIOUS ,BALANCE PAYMENTS/CREDITS PURCHAS~~DEBITS + LATE PAY~ENT CHARGE + MISC. FIN1NCE CHARGE + FINANCE HARGE + NEW BA NCE $15.00 $30001 04127107 $0.00 MINIMUM PAYMENT' I CURRENT PAYMENT D~~ PAYMENT DUE DATE OVERLlMIT AMOUNT CASH LIMIT AVAILABLE $0 $30.00 $0.00 ~ $295.86 TOTAL CREDIT LIMIT $300 TOTAL CREDIT LIMIT ~. $0 AVAILABLE STATEMENT DATE 04102107 'See reverse side for an explanation of these amounts. \ @) ~ ~ '" - - ::; 0 0 ~ ::; - 0 0 - lil - - '" 0 ~ 0 - 0 0 ~ ... .. - 0 ... - ... '" - 0 - - ! - u - l- t Cash Credit Umitis a 'on of the Total Credit Limit TRANSACTION SUMMARY (For additionallransaction detail go 10 www.householdbank.com) TRANS POST TRANSACTION QMS QMS DESCRIPTION 03126 03126 LATE CHARGE ASSESSMENT REFERENCE NUMBER 1999999996000099913010 AMOUNT CHARGES I CREDITS $30.00 -- - !!!!!!!!!!!!! - --' -";. - - . . - -- !!!!!!!!!!!!! $0.00 - -- -- YOUR ACCOUNT IS NOW PAST DUE. PLEASE CALL TODAY TO MAKE YOUR PAYMENT OVER THE PHONE CALL US AT 600-434-4954. - - - - - = - -- - -- !!!!!!!!!!!!! $48.00 Isri?1 i 4146750000557014 000048009: 000597880 , 3-11-0 f Plea.e detach and return with your payment , --------------------------------------------------------_._~---------------------- . I aSplree 9 For Customer Service Inl....mation. .ee the ~ Cardholder Service. Inlo~mation .ection below. CD <@ aspire I MAR 23, 2007 Payment Due Dale 1 $597." I; New Balance I Minimum Payment Amount Enclosed Vi.it www.a$pirecard.com 1..11.. ..111.1..11... ..1.1..11.11.. .11...1...111...1...11..1.1 PAVMENT PROCESSING PO BOX 23007 COLUMBUS GA 31902-3007 c~ ;. I ;J-d lJ 7 171rJ ~ - e" LI r 10'2 1 MB 0.326 02-2~2S26-~762-2223-T;1~' 1".111...111,".1.1.11."..1.11...1"11. ...1111.....1.1. .1.11 RUSSELL E KLINGER **P00010'2 2 PARK RD I 31 MECHANICSBURG PA 17050-2731 tl.t{l& C-cr~ r'r"'\(..... 1../ '1/Q..'f7 .l. ~ Change In address? Please complete reverse side. ,,> For billing .rror., and ot~r information about your card, ... rever.. si~.. - I , '- UU l uuuuuuuiJ,l;,);,) ..' 6J %;) ".". SICEL TON INVOICE Nobody serves you better Send all inquiries to: 40 West Manoa Road Havertown, PA 19083 www.iiskelton.com For questions on your account, please call us: 610-525-3600 - 0000000055 1...111...'11111.,.1..1.1...,.11 RUSSELL KLINGER 2 PARK ROAD MECHANICSBURG PA 17055 d T Previous Balance Account Number 28556 $57.07 Invoice Date Current Charges 03/07/07 $252.90 Payment Due D~e Total Amount Due For Current Invoir e 10 days from receipt $309.97 Delivery/Service Address: 2 PARK RD 17055 Purchase Order: Important Notice; CALL TODAY TO SCHEDULE YOUR HEATING AND/OR AIR CONDITIONING TUNE-UP. REFER AN AUTOMATIC DELIVERY ACCOUNT TO SKELTON AND EARN $50.00 REV-1513 EX. ,.... COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF KL1N&!r~ I RuS'SEL E. FILE NUMBER NUMBER I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] RELATIONSHIP TO DECEDBNT Do Not List Trustee(s) i T AMOUNT OR SHARE OF ESTATE 1. W A k It. FIELD I {< A I P A. It. II~ (3~INDlf RJ f'1~'-~ANtC~8oRG-. p~ 17o~5 / 0 0 o(() ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, 9N REV-1500 COVER SHEET n NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE : 1. I 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS I TOTAL OF PART n - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET :$ (If more space is needed, insert additional sheets of the same size)