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HomeMy WebLinkAbout11-20-07 -I 15056051047 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 EN'fER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY County Code Year File Number Date of Birth Decedent's Last Name Suffix Decedent's First Name MI (If Applicable) Enter Surviving Spouse's Information Below SpolJse's Last Name Suffix MI SpolJse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL. IN APPROPRIATE OVALS BELOW .. 1. Original Return, ~ c::> 4. Limited Estate c::> 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required c::> 2. Supplemental Return c::> c::> c::> 4a. Future Interest Compromise (date of death after 12-12-82) c::> 7. Decedent Maintained a Living Trust (Attach Copy of Trust) c::> 10. Spousal Poverty Credit (date of death c::> 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CO~RESPONDENT -. THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Nanie Daytime Telephone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received ~ 8. Total Number of Safe Deposit Boxes .. .,..........; "-- . :::u --i r'--) o -0 :x r:-! First line of address DATE FILEDO Correspondent's e-mail. address: turn, including accompanying schedules and statements, and to the best of my knowledge and belief, an the personal representative is based on all information of which preparer has any knowledge. <.;A 1707 DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051047 15056051047 ....J --I 15056052048 REV-1500 EX Decedent's Name: Fo~Esr · €~~T Decedent's Social Security Number 1. Real estate (Schedule A):' . . . . . : . . . ; .... . :. . . . . . . . ., . . . .. . . . . . . . . . . . . . . -' 1. RECAPITULATION :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. ~). Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested . . . . . .. 6. 7'. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested.. . . . . " 7. a. 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 Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 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 INSTRUCTIONS FOR APPLICABLE 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 15. 16. 17. 18. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OYJ~L IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ). ""_ f'." f ,~ ~ . ~ o1loQ ft ~40 ~~:>p\~ ~ 15056052048 Side 2 15056052048 --I REV-1500 EX PagEl 3 File Number 200,-00/:'13 21-01-(473 Decedent's Complete Address: DECEDENT'S NAME Fbf{(EsT s. E:t2N~T n_ _____"_.__.._ __ ___.._ .._____.._______ __.~_____._...__._._._ _______ ......______.___ STREET ADDRESS __Z_QQ'Z.__~Q~JA .. A'~.F.;" ~~_e..,____ , CITY CAMP "\LL STATE-PA-- ZIP I 70 I \ Tax Payments and Credits: 1. Tax Due (Pa!le 2 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 5,802.. '19 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits ( A + B + C ) (2) o 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) o 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) S,802.Q'1 o 5,802. <i <t 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) 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; .......................................................................................... 0 [3'" ~: ;:::~~ :h~e~;~:i~~:~sii~~~::t:~. .~.~.~.I~. ~~~. ~~~. ~~~~.~.~~..t~~.~.~~~.~~~~. ~~. :~~. :~.~.~.~.e.;.:::::::::::::::::::::::::::::::::::::::::::: B ~ d. receive the promise for life of either payments, benefits or care? ..................................................................... 0 [Y/ 2. :i~::~~ r~~~~~~~~ ::~~~:e~~:i~:~~t::n8~:.~~~.~~~~~~~~.t~~~~~~r.~~~.p.~.~~..~i~~i.n..~~~.:.~~~.~~.~~~~~.................... 0 ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 ~ 4. ~~~t~~nc:~e~~~~~i:~ I:~~~::;:;~ti~~~~~t .~~~o.~.~.~'. .~~~~i.~:. ~r. .~.~~.~.r .~~~.~~r~~~~~. :.~~.~.~.~:. .~~~~~...................... 0 ~ 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)l. 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 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 parenl, or a stepparent of the child is zero (0) percent [72 PS. s9116(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. S9116('l.2) [72 PS. s9116(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 PS. s9116(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-15.02 EX+ (6-98) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF r-: FILE NUMBER rOR.f2f:ST S f:,~T ZOD7~~73 ZI-1Jl"~73 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the pnce 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 jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 'I. DESCRIPTION VALUE AT DATE OF DEATH 2002 CCL.OM~J~ AVc"cAMP HJU. PA 170 I) IfoO,ooo TOTAL (Also enter on line 1, Recapitulation) $ 't:,O. 000 (If more space is needed, insert additional sheets of the same size) REV-I503 Ex + (1-97) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHI,RITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Fo(l.RESr 8. ERt\1.ST FILE NUMBER 2007. 00(,73 1.1 "07 · fX:,73 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. 1.. I f'iW be:1-Jl7 f}L P"\J~II\-L DESCRIPTION UZA ., I~A #2- VALUE AT DATE OF DEATH ~ l.CU · 4" 17.,"3'-1.Cfl TOTAL (Also enteron line 2, Recapitulation} $ IS: 9Zb. 37 IIf morA lmace is needed. insert additional sheets of the same size) REV-l5OBEX + {1-97) COMMONWEALTH OF PENNSYLVANIA INHEHITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ~ V(:fZe;.s-r SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY s. ER-Nsr FILE NUMBER 2007.. DrXa-g 2)-D7.~7s Include the proceeds of litigation and the dale the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. Z. 3. Lf. 5. DESCRIPTION k\8T BANI' CHeclL)p.J~ Acr:.D\JNT M Isc. CAst-l t)\~ ~/T CAs~ geNus VI ILr,.y ~EF\JtJ.&~ Pf<E PA ll) ~x {2EfON!).s <:Oo~1'i' - 21cf.llf- 8c.~oL - 1,~"3. 8~ CS>Ew€ft - 57. 2 ~ ~to~ ftJ. 'NTl~T VALUE AT DATE OF DEATH ~tJ2 .oLj I q g.SO Z S. OD J9.OO I"q S. 2.7 Z , fa III . B \ 10. 7 b TOTAL (Also enter on line 5, Recapitulation) $ 2.,bBS. 57 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) . ~.jJ i~ <io. ,~_ ~ SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA IINHERITANCE TAX RETURN RESIDENT DECEDENT ",,1. ' t ' ) '. .,. ..~ .- -., ~, .. '- '\ :'!;t .", ESTATE OF ~ r, ,\ '. ~. t\ . "f" ". w" FILE NUMBER ITEM NUMBER A. B. 1. 2. . r. ,. ,. ........', '1\. :i . . 1" " _..,. oj_, .~ Debts of decedent must be reported on Schedule 1. i ;'.j DESCRIPTION ~, ~ ". , \ 1. ~E~.'.t,.1 EXPENSES: I , _ " ~t.MOfl!: fl)~l.. HoM~ \..i)CtlP A1IAC>>!b J eou..1~ <';<<EEN c.e~&:TEt.V 'Ac.kc!.NI:X>i.F MEh\o RIAL , .., \ ..' .... ~ ./ :$ ADMINIST~ATIVE COSTS: I , . .I pers~n~1 ~ep:esentative's Commissions ~ Name 01 Personal Representative(s) .8ocialSecurity Numb,er(sl/EIN Numbe"oJ Personal Re esentative(s) Street Address City State _ Zip ,. {Year(s) Commission Paid: " 3. Family F~emption: (II decedent's address is not the same as claimant's, attach explanation) ;" Attorney Fees ~/A. 4. 5. 8. '\. 10. '\. \1.. State _ Zip Relationship 01 Claimant to Decedent Probate Fees Accountant's Fees N/A N/~ 6. Tax Return Preparer's Fees .... .' ....,. ,.~ . . w ~', If' 1 '~, AMOUNT 'it Cr~', lJ )". .}, .\0, '.3tO.00 . ''lS..tt) :te"'~- "\\ ..t ~ ; I ., . - ':' ,,:. '1 .1. , ~, f' . , 85.00 7. eo~ teE SETrLtME:tlI'" CC6~ (SE"&" 8Ac.\G") \-\oO$c: CUANttJG .. ~oVA<- (SEE &sc:.") "COSt lt3T!.Q..\atl PAl t-3T'NC:. If'GAc... NcS7lc..!$. CIt_@f{l(.Af'Ot) GO ~'" Jooa~1..-7S.oo ,~X1ON f~ -a8~o 1V\\6C. s.xPf~s SE 8Ac.~ J85..00 11,1S~ ..8\ \,O~.Z2. 2,O~() .()O 113.00 (,1-3) TOTAL (Also enter on line 9, Recapitulation) $ 28; $0 \ . (,..,~ (II more space is needed, insert additional sheets 01 the same size) ~~H 8 (CD"\:\ a. CD W\""'$~I'''' f~ e><) ~ ~\ ~.\~sO-~\\t~ {+ J:,.~ ~-t\''''' d.. (4.a.c..cn~ '" ~ .().u.. <<!. Jl., . 'T "'o.N\~ Q...L ~"'" ~:'~v.1~ 1-~ ~.~~ ,..... '...., .;. ,f , $<\, (,p':> .00 \\,5.00 \1.5.00 1-7.00 .. , .' ,,; 1 !itoo ~.. !$' .ce>. ,;' ,~11.;S1."\ ~..,..'..-. l '\~ ,2SS .8\ . . ~' ", <': ~. , .~.,. .,,' , . " ':+0' ri~ ' ~. , . . .,.... ~ (CCl~:) 1. ~ \-\~ (~"^~~ ~,,-b J'd.w<:)~) .J,f'. S\Q.~ &-...u..w--v- ~.~,.,., ~~ ~~'!> \o\-~~~ ~15.00 2'2..1.'\0 ~ \~O".. 1.,2. # l2 (~:) o. '1, ~ ~~ c:.Q\c\ ~ ~ .. ~O$~~ C\ .00 SS:SO -- ~ (,1;So ~ " ~ ..4:} ~. , , " ~, 't' 1r .,.,,' ~ r .' . $ ;, ~ " ; I ~.~ ,~_. J'" ..,,- i t " -.;r. \ ..~ ,.;.\ ~ ':,. " ... .- , . ~'f : ~ ~ . 'fl. . ,j <- ." 1 ,.. , " ""I \ '.. ^' . , .f '1 " ::.. " . . , . :,I' ,.t ~it' :; i "-.~ .. '\' ... \- , I~' .. . ' .~., '1 ' .' ~ ~ ~ . ,....1. ..... -:.;, i ",.' "'.. '" . r" .... REV-1512 EX+ (12-03) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF FCf(((E'&T S . E((N~T 2ro7--DO('73 2..J-07-D673 Re ort debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. p VALUE AT DATE OF DEATH 201288.8\ ?:I:J7.7fo ?i70 .50 '3) .33 73.loc.l 121.80 103 l/8 .00 ITEM NUMBER DESCRIPTION 1 N\~T ~NK - ,",OM€: e~Q1T'l /I 1<129030 'l... \J<; \ (~lAb.Q,~) \ 3. ~t ~3~o<1~ Cltt~~'o.."',~V\ q. ppt L ( e~\J\'(' \) ~~ ~ S. ~Y\"'~~\<tCV'\- Wet ~COn'\fn"'~ ". MtT 1?A~""PAo~~~~~ 1~ \UJ\t1t~ (~fio~") &. e~\ ~~\\~ ~UJ""Cct~(Rsz.Y\~ Ntl~oY\~ l~W\lAIY s~ ~tcQ TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 21 ~5c.f.. 87 J REV-1513 EX+ (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NUMBER I II FOtla.t:-ST S. E~T NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] &>~rrA E. "'lLtlZ.. q F'MM~~~,c..f"',~,a '~I. Z. NANcV E. l='~"Eg 1700 \\"L-~"CI~~'ut,VC1~,rA 1. '7'10 '2.. 3. g~bLE''' E. ERr-J6T 41q R.t.s~ t4~~~,Q,~~,PA ,q 33 0 FILE NUMBER 2007.. 00"73 2.I-07...CXo 73 RELATIONSHIP TO DECEDENT Do Not List Trustee( s) ~L~ ~t~.tT\ So~ AMOUNT OR SHARE OF ESTATE 25% t 32 J 2..'2.S. as ~~CI\J- ~.c." 25% $~2.,2.'38.8S ~~~ zs% JI 02.. 1.~g,8S ~cM. ~, (SAa.tZ\J L.61lN6r ZI/l#' T /.I.'IJdo f.fllo~. 02Qo.. \1'1~A 3170' So V\ ~2 ,-z.se,. 85" ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 ei'!.En~'iEE~Jl. ~ NON-TAXABLE DISTRIBUTIONS: T A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE (If more space is needed, insert additional sheets of the same size) TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 1.1 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. I'(i~ Ih\d~,-' -';tl'(~1 ~ \ \ I, / .;::/ ,,~~~ --::.~ (~ ,-.~ '\ :::-- ----;~?/;J?~ Pl\RTlIElVIORE Funeral (-{orne & Cret~tw~\rvices, Inc. , rs. Bonny S. Kyler .<'_ \\",,,::> Oa ~ ~ ,'fl 7,!I2/2007 9 Farmhouse Lane ~ . ~ ~ C""p HIlI, ~11 o..cl'~~->"~ services ofForrest S. Ernst ':l ~\)('''~<:>~~;.r We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please feel free to contact us if you have any questions in regard to this statement. The following is an itemized statement of the services, facilities, automotive equipment and merchandise that you selected when making the funeral arrangements. A F ami ly Tradition ()f Caring!< 1'1), H()\ n I '<\\ (1II1)1)l!Lll1d, !' \ I'i)/!) I -~ \~, ~4.-+_--.2 \ Ii:! \) "cf' :':;,+h \\ ',I \\, pal the: q", lI'( ,Ct 1m Terms Net 30 Due Date 8/11/2007 Account # 2007058.0 Description Amount I SERVICES & MERCHANDISE Memorialization Funeral Service Grouping I\. , 18 Gauge Steel Brushed Copper Bronze Casket " ~ '12G,uge 5'",] V,u]' ~'\ ~ Total 5en,;'~ ,"d M,~h,"d;", ~\ ~ 5,550,00 2,650.00 1,111.00 (!\:h~'I\ \\ [':y:lkl1hl!":, f.{I!I!lt!cr 9,311.00 (,,!bat J f'lllillc'llItll',:, ~ll'phcl1 K 1'111 h,'J111 '1\', ( i',P Hlli'X f~ 1',lIth,1]1('ll', f',,' '", " ( 'll'ldlll,I'(1I, ( Pi i Total Cash Advances 1'lt>l,'~';llill,11 \11'lld'Ll,lllps ,,11),\.1'11)\ I I( t 1 ) \ ' ( l' !) \ G(8lrf?rE N l~[ $9,976,11 ,~j\(.<~ 1Eagt IDill ttnlt ~~5tatn~nt I, FORREST S. ERNST, of the Borough of Camp Hill, County of Cumberland and State of Pennsylvania, make, publish and declare this to be my Last Will and Testament, hereby revoking and making void any and all former Wills by me at any time here- tofore made. 1. I direct the payment of my just debts and funeral expenses as soon after my death as may be co,venient to my Executrix hereinafter named. 2. I give, devise and bequeath all of my property, real, personal or mixed and wheresoever situate at the ti~e of my death, to my wife, JEAN C. ERNST, provided she survives me by at least thirty (30) days. 3. Should my wife fail to survive me by at least thirty (30) days, I give, devise and bequeath all the rest, residue and remainder of my estate to my then living issue, per stirpes. 4. Should my wife, Jean C. Ernst, predecease me, I appoint BARRY L. ER"ST to be guardian of the person of my minor children. 5. Should any of my children take under the terms of this Will while minors, I appoint BARRY L. ERNST to be guardian of the estate of such minor with discretionary powers to make such payments out of principal as well as interest as he deems fit and proper, to provide for the care, support, medical and other expenses and to provide the funds for a college education for such minor child. 6. I name, constitute and appoint my wife, JEAN C. ER~'ST, to be the Executrix of this my Last Will and Testament. If my said wi:ra.shall fai-l to survive me or is unable or unwilling ---' -'-',-,' I Z :/; !". , Li Page 1 of 2 pages to act in this capacity, I nominate and appoint BARRY L. ERNST to be Executor of this my last Will and Testament. this IN WIT'WSS liliEREOF, I hereunto set my hand and seal day of January, 1965. c;' \ ,/ (I ~.:;.-- ~- (~'- ~ ,,~ i:)~ ...-f~-<1 (~!" \1-\ (SEAL) Signed, sealed, published and declared by the above na~ed Testator as and for his Last Will and Testament, in the presence of us, who at his request, in his presence, and the presence of each other have hereunto set our hands as subscribing wi tness es. /~I /! :: v\. ~-2.l. V"---J? I