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Home My WebLink About12-20-07 .-J 150'560'510'58 REV-1500 EX (06-05) PA Department of Revenue '* Bureau of Individual Taxes. INHERITANCE TAX RETURN PO BOX 280601 Harrisburg, PA 17128-0001 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 1208-24-2413 ! I 04/09/2007 OFFICIAL USE ONLY County Code Year i~\ 1 Decedent's Last Name Suffix Date of Birth 108/31/1933 Decedent's First Name MI ~ Ruth E Smith (If Applicable) Enter Surviving Spouse's Information Below Last Name Suffix First Name MI [J Spouse's Social Security Number :--------.1 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW c::> 1. Original Return SECOND ca> 2. Supplemental Return c::> 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 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) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number r l (717) 737-2033 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes 4. Limited Estate c::> CJ C:::) M. Bach Firm Name REGISTER OF WILLS USE ONLY At Law First line of address D r-v C:> c.=:. State ZIP Code [~~-] f: ' S. Sporting Hill Rd. C) f"..'''- --.J o if1 C'J r0 o Second line of address or Post Office DATqFltEa "V N en 0'\ Correspondent's e-mail address:jamesbach@comcast.net Under penalties of perjury, 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 knowledge. SIGN TURE OF. R FILING ijETURN 7 orting Hill Rd. Mechanicsburg, PA 17 PLEASE USE ORIGINAL FORM ONLY Side 1 L 150'560'510'58 150'560'510'58 ..J ~ ..J 15056052059 REV-1500 EX Decedent's Name: RECAPITULATION Ruth E Smith Decedent's Social Security Number 1208-24-2413 I I .. o oc0 1. Real estate (Schedule A). ................... . . . . . . . . . . . . . . . . . . . . . . . .. 1.' I I 0.00 0.00 0.00 27,211.03 I 27 211 03/ 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) c:::> Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) c:::> Separate Billing Requested. . . . . . .. 7. 8 t t I G A t (t t I L' 1 7) oa ross sse s oa Ines - ................................... . 8. , 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . . . 9. 10,453.05 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . . . . . 10. 610.35 11. Total Deductions (total Lines 9 & 10).. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 11,063.34 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 16,147.69 13. Charitable and Governmental Bequests/See 9113 Trusts for which ..--- an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 3,572.00 14. Net Value Subject to Tax (Line 12 minus Line 13) .. . . . . . . . . . . . . . . . . . . . . . . 14. 12,575.69 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 45 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 15. 16. 1,571.87 17. 11,003.82 18. 19. TAX DUE. . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ., L 15056052059 Side 2 15056052059 ---I x REV-1500 E Page 3 I L~mDer Decedent's Complete Address: DD ______ - - I -. DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER Ruth E Smith 208-24-2413 STREET ADDRESS 35 Eastgate Drive CITY I STATE I ZIP Carlisle PA 17015 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A Spousal Poverty Credit 8. Prior Payments C. Discount (1) 1,839.19 6,102.69 Total Credits (A + 8 + C ) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty 6,102.69 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) 4,263.50 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A Enter the interest on the tax due. (5) (SA) (58) 8. Enter the total of Line 5 + 5A This is the BALANCE DUE. 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 [K] b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 [K] c. retain a reverSionary interest; or.......................................................................................................................... 0 iii d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [K] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 [K] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 [K] 4. Did decedent own an Individual RetirementAccount, 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 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. g9116 (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 PS. g9116 (a) (1.1) (ii)J. 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. 99116(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)J. 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. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX' DIVISION PO /lOX 280601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWAHCeOR DISAl.LOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-05J THOMAS W WAEAMAN 310 KNOTTWOOD CT SUN CITY CENTER FL 33573 DATE 07-02-2007 ESTATE OF SMITH RUTH E DATE OF DEATH 04- 09-2007 FILE NUMBER 21 07-0348 COUNTY CUMBERLAND SSN/DC 208-24-2413 ACN 07001745 APPEAL DATE: 08-31-2007 (See reverse side lInder Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG. THIS.. LINE ."""+ ..RETAIN .lDWER.POlUlONFOR .YOURRECORDS .~.._. ... REV=i54S-EX.AFP-COS=055-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 07-02-2007 ESTATE OF SMITH RUTH E DATE OF DEATH 04-09-2007 COUNTY CUMBERLAND S.S/D.C. NO. 208-24-2413 eX) ACCEPTED AS FILED C) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: CASH PERSONAL & MIse PROPERTY ACCOUNT NO. FILE NO. 21 07-0348 TAX RETURN WAS: ACN 07001745 PERSONALPRDPERT TYPE OF ACCOUNT: DATE ESTABLISHED C )SAVINGS C) CHECKING C )TRUST (JTIME CERTIFICATE 01-01-2007 12,168.33 NOTE: TO INSURE PROPER CREDIT TO 1.000 YOUR ACCOUNT, SUBMIT THE 12,168.33 UPPER PORTION OF THIS NOTICE .. _______________.-'.DJL______.___.-WI-:t:.W__Y'O.UR__TAX .P-AY-MEN-T-TO-TI4E- .. .. .. 12,168.33 REGISTER OF WILLS AT THE .12 ABOVE ADDRESS. MAKE CHECK 1,460.20 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." Account Balance Percent Taxable X Amount Subject to Tax Dehts.-..and...D.9-ducti.-o.n.s--._-."_, Taxable Amount Tax Rate X Tax Due TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-20-2007 CD008068 73.01 1,460.20 .--- ~. }) TOTAL TAX CREDIT I ( 1,533.21 '" &. "1.1__ ..... ......." "J(~I 7~ n11"1<1 LAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B060I HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REV-1607 EX AFP (03-0S) DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 07-30-2007 SMITH - ..', -. ---_.....~_.. -. 04-09-2007 21 07-0348 CUMBERLAND 101 RUTH E SUSAN M KLING 205 OAK DRIVE MT HOLLY SPRINGS PA 17065-1804 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account. submit the upper portion of this form with your tax payment. ... RETAIN LOWER PORTION FOR YOUR RECORDS +- CUT ALONG THIS LINE --------------------------------------------------------------------------- *** INHERITANCE TAX STATEMENT OF ACCOUNT ... REV-1607 EX AFP (03-05) ESTATE OF SMITH RUTH. E FILE NO.21 07-0348 ACN 101 DATE 07-30-2007 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYMENTS. THE CURRENT BALANCE. AND. IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-23-2007 PRINCIPAL TAX DUE: 4,569.48 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-20-2007 CD008065 228.47 4,569.48 - -'--- TOTAL TAX CREDIT 4,797.95 BALANCE OF TAX DUE 228.47CR INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 228.47CR * SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN *1. NO PAYMENT IS REQUIRED. REV-1509 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Smith, Ruth E. FILE NUMBER RELATIONSHIP TO DECEDENT If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINTTENANT(S) NAME ADDRESS W. Wagaman JOINTLY.OWNED PROPERTY: lETTER DATE ITEM FOR JOINT MADE NUMBER TENANT JOINT 1. A. j""""""''''''"1' 1 2.1 L._i 1''-] L:I r'--'-''''''''' , 4.! ,.....~.v_..! r--", I 5., L.......! }'--"--'1 j 6.; L..J Oak Drive Holly Springs, PA 17065 Knottwood Court City Center, FL 33573 DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAl INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTlY-HELD REAL ESTATE. Wachovia Bank, Act. # 247412091757101 Wachovia Bank, Act. #247412061757118 Wachovia Bank, Act. #247412071757120 Wachovia Bank, Act. #247412051963812 Account Wachovia Bank Acct. #3064980603052-1 Accont Wachovia Bank Acct. #3064980603052 27,211.03 TOTAL (Also enter on line 6, Recapitulation) (If more space is needed, insert additional sheets of the same size) JO REV.1511 EX+ (12-99) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Smith, Ruth E. FILE NUMBER ITEM NUMBER A. DESCRIPTION Debts of decedent must be reported on Schedule I. Name of Personal Representative(s) ,'"M''' ... "''''''-'''', '_...........................-1 Social Security Number(s)/EIN Number of Personal Representative(s) 1?2~:~~::~?~~....H._...._....__.._...._J 1_........................ .....--.....--."........................-......... ,..--......----....-..-................-.-.~.--....-...........-...'1 Street Address ,205 Oak Drive, Mt Holly Springs, PA 170652617.75 I ~...__.._.__._...__,..,....._....._........_._._..__~._.._'.__....__.._~......._........_............_.,.._.._..._._......__1 ,---...............-.................'.',....".--............'.. .."..,---.....,.-..,.--.......".-.......-..."..1 r ...............j ! -_.., ....-." ...................1 City l~!:...~9.!~x...~pring~.._.. _......... _..__.......__.. .._._._~.._J State t'.~.....JZip t~I.0_6..~.......,,_..j 1. Inc., Mt. B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Year(s) Commission Paid: Attomey Fees Jam e sM. B a c h, At tor n e y at Law Family ExemPtion~(~ d~ced~ni's a~Pes~ {ntt th~ JJme ~s iclliJant's~ ~a'Ch ~~p~n~tronY n i c s bur g, P A 2. 3. Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Retum Preparer's Fees 7. ~'-""''''~'';: j 10.1 it..",.."..) 1 AMOUNT r;:,'i'f./'?~...~f;lij.f;io;~m~!!!:!~l'iii:1;rtP+;:jo"\:ti';~;Y:"1'f:ti!:I;~ ~ 200.00 h 1,360.55 143.00 TOTAL (Also enter on line 9, Recapitulation) (If more space is n~eded, insert additional sheets of the same size) REV-1512 EX+(12-03) '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Smith, Ruth E. .FILENUMBER _ ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. iPhone Bill (Verizon) -,,,,,,,,.,,,,,"",,,.,,,, 2.02 2. ... . Card Service (Credit Card) 311.19 3. Credit Card 1~ 4. Card (Credit Card) 103.28 TOTAL (Also enter on line 10, Recapitulation) $~ Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. (If more space is needed,insert additional sheets of the same size) " REV-l513 EX+ (9-DO) . SCHEDULE J BENEFICIARIES . ESTATE OF Smith, Ruth E. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER RELATIONSHIP TO DECEDENT NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) I TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers under r----'-'.,"'.'..,..~-"-'"....,,.......,-,.,"",.,.~~~,J,.11.~.{~lJLglL_,........,.,.,..,."."_.,.~,""~",",,...,._.,..,,,."'''''''''''''''''''''''"'''; ISusan M. Kling- 205 Oak Drive, Mt. Holly Springs, PA 17065 I ,-----,--~-~.,_._-...-._..-._--_.,-,_.~..._-~-,_..._---_.,..--".-....-....--.. .._'''~..."".."I 1..--."".."".... McKay- 22 Bellaire Ave" Carlisle, PA17011 jsister-n-Iaw l,""."....E...=.','".,_....,"....'"".,""_'"".,.,.,,"'_"'"""'".~,,'"''''_"",,.,'".....,.........; AMOUNT OR SHARE OF ESTATE Horning-124 W. Portland Street # 12, Mechanicsburg, PA 17055 l_...__M.,~'M.._."..,.,...__. I lsister-n-Iaw I L...._""",=,_"',....."'''''-,....."'''''.,.""'''."",....."''';,,~'''''''',,.."'~,...,,''''."""".,,,j Cassel-185 Cedar Lane, Carlisle, PA 17013 Kling-2858 Morningside Dr., Camp Hill, PA 17011 Kling-131 W. WestSt., Carlisle, PA 17013 Hill-21 Mt. Rock Rd, Newville, PA 17241 L Kling, Jr. 2310 New york Ave., Camp Hill, PA 17013 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 '~r,,'l!Uti~~:\t"~i:liif.i B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS (If more space is needed, insert additional sheets of the same size) of the Bretheren-253 E. Garfield St, Sh,ippensburg, P A 17527 Emmanuel Church-113 S. 13th Street, Harrisburg, PA 17104 of Enola, 98 S. Enola Drive, Enola, PA 17025 TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET ',,0 1_ J~ ~~ "1 ~ r ' ~.~ J, ! f~ ~~ ~ C) :-.1 W Lt-l Cl r- c:::::> c:::::> c-J 4. 1-0- 0:: ' =:JO Ll". 0 C C) C) ( ~ C: LU' ..-l C cu rt c ~ \~ r;t cuB ~ u I ~ ~.... '.;.?-- ;t O \'t:: ~ ff) '.... V) ""'I ,;t 0 ~',c cut--. .....u"''''''I ~ t. ;t prnc~ ~,,~~~ c~ ~ ;t " lo.,l '. lo., C cu CUI I CU r, ..... .~~. ~.....i:: ~ ~ \;t ~ ~ ,u 0 u - .- '- .- .- .- - .- - - .- - - - - - - - - - OJU) o o () .'001 o if, tt ;1"-1 () j"'" 010'1