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Home My WebLink About11-26-07 ~ 15056041114 REV -1500 EX (06-05) OFFICIAL USE ONLY County Code Year File Number PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT 21-07-00340 Suffix Date of Birth 07221934 Decedent's First Name MI JOSEPHINE M Spouse's First Name Mf ROBERT L 180-26-6776 Decedent's Last Name 04032007 THUMMA MRS. (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix THUMMA MR. Spouse's Social Security Number /79' - .::? p --..3 ~ .J..::J THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW CiD 1. Original Return o 4. Limited Estate o o 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received o o 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 between 12-31-91 and 1-1-95) 8. Total Number of Safe Deposit Boxes 2. Supplemental Return o o o 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required o 11. Election to tax under Sec. 9113(A) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number STEPHEN D. TILEY Firm Name (If Applicable) 717-243-5838 ::z: o -< N 0'\ -0 ::J: ~ ::0 ::0 rn ITl C") (7)0 (/5 ::n ;:::;:{ ffi :nCJ (-:)0 -ri"'Tl -- ., ....:;:..- .~"'" C") ;:=m 0') ~ FREY & TILEY First line of address 5 SOUTH HANOVER STREET Second line of address City or Post Office State ZIP Code CARLISLE PA 17013 -ATE "''''.r ~ ,;2tP, ~ HIGHWAY, NEWVLLE, PA 17241 S?7 D. TILEY, 5 SOUTH HANOVER STREET, CARLISLE, PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056041114 15056041114 -.J --.J 15056042115 REV-1500 EX Decedent's Social Security Number Dec:edenfsName: JOSEPHINE M THUMMA MRS. RECAPITULATION 180-26-6776 1. Real estate (Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 2. NONE 3. NONE 4. NONE 5. NONE 6. NONE 7. NONE 8. 9. 67625.00 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . . . 4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . . . 6. Jointly Owned Property (Schedule F) DSeparate Billing Requested. . . . . . . . 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) DSeparate Billing Requested. . . . . . . . 8. Total Gross Assets (total Lines 1-7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67625.00 9. Funeral Expenses & Administrative Costs (Schedule H) . . . . . . . . . . . . . . . . . . . 1120.00 10. Debts of Decedent. Mortgage Liabilities. & Liens (Schedule I) . . . . . . . . . . . . . . . 10. NONE 11. Total Deductions (total Lines 9 & 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 1120.00 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 Subjectto 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.O ~ 16. Amount of Line 14 taxable at lineal rate X .0 ~ 17. Amount of Line 14 taxable at sibling rate X . 12 18. Amount of Line 14 taxable at collateral rate X . 15 66505.00 0.00 66505.00 66505.00 15. 0.00 16. 0.00 0.00 0.00 17. 18. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " 19. 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT D Side 2 L 15056042115 15056042115 --.J REV-1500 EX Page 3 180-26-6776 Decedent's Complete Address: File Number 21-07-00340 DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER JOSEPHINE M THUMMA MRS. 180-26-6776 STREET ADDRESS 3103 RITNER HIGHWAY CITY II STATE I. ZIP NEWVILLE PA 17241 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits ( A + B + C ) (2) 0.00 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) 0.00 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 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 0.00 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 b. retain the right to designate who shall use the property transferred or its income; . . . . . . . . . . . . . . .. 0 c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0 o o o 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0 [KI IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. d. receive the promise for life of either payments, benefits or care? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . . No [KI [KI [KI [KI [KI [KI 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 exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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 decedenfs 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. 217 REV-1502 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Thumma, Josephine M. 21-07-00340 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 price 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 Jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH Land and former mobile home. 3103 Ritner Highway Newville, PA 17241 See Decree Awarding Real Estate dated September 5, 1984, and recorded September 5,1984, in Cumberland County Deed Book "W," Volume 30, Page, 594, a copy of which is attached. Assessment $55,430 time CLR Factor of 1.22= See copy of assessment information, attached. 67,625 TOTAL (Also enter on line 1 Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 67 625 C~"""'"' , r .," . - ",.~,.,," ,.' i","7\,";""'.:'..;;;"',,;':..~.."""'" -""""""'"7 ' .~. ,~, 'C' .. ..--... ~ IN RE: ESTATE OF NO. 21-84-42 LESTER M. C:~~~t~OPY FROM RECC:r'i~ ~- I ~~,'" ....,..!.,;......'.,-l1 DE CEA QEr1IB:'MW',~......--I~i "..l"":'Pn{ l herCIJIHO ."c': "'~' ,~, , /':;;~~'~~f':~::~~:~:'~~d'J ::::'- "::c:ul't -t C2(:;3i~: f~_12:~: . ,;!t.1....,.. .,.:~~, ,. 1.. t " C, .', J'~"$..;;U:';--- . \-, I -c. .. ......J. ,,'...... ......... ~!...;.>:~i2'. .-. . : IJ' !I " .uuu"u~"'''''''''''~''N ,',!:: ,,; .r' ....:; . (. ...f, "'I~ ....'.f. 1,..\; , :. ~'!tiQ~. .. '.~ C'~rV r..(,. t,.;J "'::-J ..~..~~) ~......"I...., ' .' c"\ 'SI", , " () i.t ;V''''' !'Ii V ":: .:. 'r f~:!r "~:j;"# ~ Jtt~~. COiJli''Y "'~':"'i:'" DECR.E~ A~AImING REAL ESTATE ttt~l"1 . AND :OW, this Sti!:... day of September ,1984, at 1,9.~o'c1ock, 1/ . M., IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION E. D. S. T., it appearing that the First and Final Account and Schedule of Proposed Distribution of Josephine M. Thumma. Executrix: of the Last Will and Testament of Lester M. Cassell, late of West Pennsboro TownShip. Cumberland County, Pennsylvania. Deceased. have been filed and advertised in accordance with law and Rules of Court and the same having' been confirmed absolutely by the Orphans' Court Division of the Cumberland County Court of Common Pleas on AUg'ust 28, 1984: and it appearin~ that the said Executrix in her Proposed Schedule of Distribution claims distribution to herself of the hereinafter-described tract of land In cooformity witb decedent's Last Wll! and Testament recorded in Cumberland County Wl11 Book 92, Pag'e 767, Estate No. 21-84-42. it is ordered. adjudg'ed and decreed: THAT all that certain tract of land situate in West Pennsboro Township, Cumberland County. Pennsylvania. bounded and described in accordance with Land Subdivision for Lester M. Cassell, prepared by EUg'ene Albert Hockensmith. Reg'istered Surveyor. on June 24. 1978, a copy of said Plan being' recorded in the hereinafter named Recorder's Office in Plan Book 33, Page 86, as follows: BEGINNING at a p. K. nail at the intersection of the original centerline of 33-feet wide Township Road T-432. known as Grahams Road, with the BOON! 30 PAGE 594 -1- original centerline of U. S. Route 11 known as Governor Ritner Highway; thence from said P. K. nail at the Place of Bee-innine- alone- said original centerline of Governor Ritner Highway. South 66 degorees 09 minutes 04 seconds West. a distance of 299.89 feet to a P. K. nail at the dividing line between Lots Nos. 1 and 2-A as shown on said Plan; thence along said dividing line between said Lots Nos. 1 and 2-A, North 03 degrees 50 minutes 56 seconds West, a distance of 287.75 feet to an iron pin in line of land now or formerly of Larry L. Strawser; thence alol12' line of said land now or formerly of Larry L. Strawser. North 61 dee-rees 12 minutes 31 seconds East, a distance of 309.48 feet to a P. K. nail in the original centerline of 33-feet wide Township Road T-432. known as Grahams Road; thence along said orillinal centerline of 33-feet wide Grahams Road. South 22 degrees 18 minutes 41 seconds East, a distance of 314.53 feet to a P. K. nail in the origoinal centerline of Governor Ritner Highway at the Place of BEGINNING. THE above-described tract of land is all of Lot No. 1 as shown on said Plan of Land Subdivision for Lester M. Cassell recorded as aforesaid. containing a net area of 1. 7312 Acres exclusive of the rig-hts-of-way of Grahams Road and Governor Ritner Highway. on which there is erected a dwelling house. SO MUCH of the above-described tract of land as lies within 25 feet of the ori~inal centerline of Township Road T-432, known as Grahams Road, and within 30 feet of the original centerline of U. S. Route 11. known as Governor Ritner Highway. as shown on said Plan of Land Subdivision constitute portions of the legal rigohts-of-way of said Governor Ritner Highway and said Grahams Road. THE above-described tract of land is a portion of a larger tract of land which Harold R. Cassell. et al. by deed dated January 20, 1970. and recorded AUg'ust 6. 1970. in the Office of the Recorder of Deeds in and for Cumberland County at Carlisle. Pennsylvania. in Deed Book "T". Volume 23. Page 79. granted and conveyed to Lester M. Cassell. IS hereby awarded to Josephine M. Thumma. her heirs and assigns, R. D. 4, Box 80. Carlisle. PA 17013. THE Recorder of Deeds in and for said Cumberland County is directed to record this Order among' the deed records in his office and to index the same in BOOJao fI.GE 595 -2- the Grantor Index in the name of Estate of Lester M. Cassel!, Deceased, and in the Grantee index in the name of Josephine M. Thumma. in accordance with Section 711 and 3536 of The Probate. Estates and Fiduciaries Code. BY THE COURT. /-=j/ /)!oA~~~'la-drt J. .. ~, ~....... - '::-.... (/,l f'r, -0 ~~~ ~:; ~-: "";..,~ :~:.;; . , _T c..n .~..~~~; ^",,</;>:i-.. "';';'::;:"~"'~" -"" - , ~"\::j '';tJj'''.'.,?" '.",.,,:"!', . ~ / '''Z~''''''''''''_'', ......;1..._ .,~"'~t,<r,. -,; J,.'!:' "/,,--- "" /" /' _ '. ~'J ;~ J::. ' ,Fe,... lOil' ~ 1 "'. """".t.., -, '. ,J'i'~" .,~,~ .... 't"r....L., ',~ ~'S;Jo_."c""....', ~'~'." ~i.; :::--i~ ,~..~" id'i~;-:" __'r;;' 'f' , '.: ..;;?' ~~(Q ~'l...:tl,.i" ':,:jr,'" t~? to" ,,";l ":1:1:-".1 T' ' l.!:~- '>Ii', -...~t.l,' ".'. ' . . "tit. atM. of;Y.ennsyfvEl"'~"} SS County, of Cum~"rrd Recorded in'tti.';office for the recording of DeIdI ~-::~.nd ~~berla~:~ty. P~~ ~ my hond and lie 011'_. a2.. c.lille. P.. his 6" day -r- 1 -r.:I ..z::::' -.;~ 80V 30 PALE 596 -3- TaxDB Result Details http://taxdb.ccpa.net/details.asp?id=46-09-0519_013. &dbselect= I Detailed Results for Parcel 46-09-0519-013. in the 2004 Tax Assessment Database DistrictNo 46 Parcel_ID 46-09-0519-013. MapSuffix HouseNo Direction Street RITNER HIGHWAY OwnerI THUMMA, JOSEPHINE M C/O Prop Type IRT '0 PropDesc ~- LivArea 924 CurLandVal 44490 CurImpVal 10940 CurTotVal 55430 - CurPrefVal Acreage ~;3 .. CIGrnStat TaxEx I _.. m SaleAmt SaleMo 09 r-' I SaleDa 05 SaleCe 19 SaleYr 84 DeedBkPage 0030W-00594 YearBIt 1986 "'-~" ........ HF _File_Date -.. HF _Approval_Status . 1 of I 11/26/07 10:55 AM 217 REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS I FILE NUMBER 21-07-00340 ESTATE OF Thumma. Josephine M. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attomey Fees (Frey & Tily) 1,000 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 105 5. Accountanfs Fees (Frey & Tily) 6. Tax Retum Preparer's Fees (Frey & Tily) 7. File Inheritance Tax Return 15 TOTAL (Also enter on line 9 Recapitulation) $ 1120 Debts of decedent must be reported on Schedule I. (If more space is needed, insert additional sheets of the same size) 217 REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Thumma Joseohine M. SCHEDULE J BENEFICIARIES 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)] 21-07-00340 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE 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 Robert L. Thumma, 3103 Ritner Highway, Newville, PA 17241 100% B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ o (If more space is needed, insert additional sheets of the same size)