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Home My WebLink About12-28-07 -.J 15056051047 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisbur ,PA 17128-0601 ENTER 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 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 8D 1. Original Return C::) 2. Supplemental Return C::) C::) 4. Limited E~tate . c:::::> 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required C::) ~ 4a. Future Interest Compromise (date of death after 12-12-82) ~ 7. Decedent Maintained a Living Trust (Attach Copy of Trust) CJ 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 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes c:;) Firm Name (If Applicable) w Correspondent's e-mail address: panying chedules and statements, and to the best of my knowledge and belief. resentative is based on all information of which preparer has any knowledge. tel DATE 1/'" 171ft/': Side 1 L 15056051047 15056051047 --.J -.J 15056052048 REV-1500 EX Decedent's Name: Decedent's Social Security Number :'/'" dB' ~'G'" "J-' '8'7 "1'" 7 V ::. ~~ ;,. ": ~' . ';; ! " ~, ,< ,,- c, '-' { ,,;. '1 ( ,~ ' h"\' ,'. '. ,\%', ..,,1.:,.., .. 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) c:::> Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (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 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 OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT c:::> )".1 Q )~~}\~~~ , \I~ ~ / J "- L--. 15056052048 Side 2 15056052048 -.J REV-1500 EX Page 3 File Number 2007-000/8 Decedent's Complete Address: DECEDENT'S NAME 5 / UJ en:t zel. -- - - - - -- - - U8 - - - - - - - - - - n - --- -;;r- ~_T~E~ ADD~ESS ______3fl2---tlet?darA.-- J2r/t~____ _ CITY ~- ---- ------lSTATE-f?~- ----TZ1P!705S -- Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) o Total Credits (A + B + C ) (2) o 3. Interest/Penalty if applicable D. Interest E. Penalty B. Enter the total of line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) (5A) (5B) o 4. Total Interest/Penalty ( D + E ) 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. 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. o Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "Xli IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .......................................................................................... 0 [SJ' b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 51' c. retain a reversionary interest; or.......................................................................................................................... 0 ~ d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 &r 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 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. 99116 (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 (O) percent [72 P.S. 99116 (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 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 (O) percent [72 P.S. 99116(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. 99116(1.2} [72 P.S. S9116(a}(1}]. The tax rate imposed on the net value of transfers to orfor the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116(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. 'r::.v-1502 EX+ (S-9. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Suella Bentzel 2007-00018 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 jointly-owned with right of swvlvorship must be disclosed on Schedule F. SCHEDULE A REAL ESTATE ITEM NUMBER 1. DESCRIPTION Property located at: 307 Hemlock Road Mechanicsburg, Pennsylvania VALUE AT DATE OF DEATH $143,000.00 ALL THAT CERTAIN piece or parcel of land situate in Upper Allen Township, Cumberland County, Pennsylvania, more particularly-bounded and described as follws, to wit: BEGINNING at a concrete monument as shown on the hereinafter mentioned Plan of Lots, at the intersection of the northeastern side of Hemlock Road North 44 degrees 01 minute West 125.34 feet to a point; thence by the dividing line between Lots Nos. 56 and 58 on said Plan North 40 degrees 57 minutes 30 seconds East 105.1C feet to a point; thence by the dividing line between Lots Nos. 56 and 57 on said Plan South 46 degrees 39 minutes 40 seconds East 119.17 feet to a point on the northwestern side of the above mentioned 59 feet right of way; thence by the northwestern side of the above mentioned right of way in a southwesternly direction by an arc or curve to the right with a radius of 378.85 feet, an arc distance of 52.35 feet to a concrete monument, thence by same South 39 degrees 35 minutes West 54.60 feet to a monument, the place of Beginning. BEING Lot No. 56 in the PLan of Lots of Spacious Areas, Section 3, which Plan is of record in Cumberland County Recorder's Office in Plan Book 15, Page 50. HAVING thereon erected a dwelling house known as 307 Hemlock Road. TOTAL (Also enter on Iin"j,.Recapitulation) t $ 1 4 j , 00 0 . 0 0 (If more space is needed, insert additional sheets of the same size) r ~._g.,,,, '*' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Suella Bentzel FILE NUMBER 2007-00018 Indude the proceeds of litigation and the date 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. 2. DESCRIPTION M&T Bank Checking Account #424660655-7 Personal Property Auction Proceeds VALUE AT DATE OF DEATH $2,744.18 $ 596.75 TOTAL (Also enter on line 5, Recapitulation) $ 3 , 3 4 0 . 93 (If more space is needed, insert additional sheets of the same size) . l::X+ (12'99. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Suella.Bentzel FILE NUMBE~ 007- 000/8 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES: DESCRIPTION 1. Funeral and Burial - parthemore Funeral HOnes Grave Opening - Hilltop Cemetary Assoc. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Mary Ann Bittner Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City Year(s) Commission Paid: 2. Attorney Fees The York Legal Group,LLC 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 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. /70?cJ AMOUNT $ 6,683.00 200.00 0.00 2,000.00 270.00 67.50 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 7,443.12 03) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Suella Bentzel FILE NUMBER 2007-00018 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 Mortgagee - U~S. Bank National on premises being 307 Hemlock Road, Mechanicsburg, PA 17055, Parcel # 42-31-2151-083, dated August 28, 2006 and recorded on September 18, 2006, in Book No. 1966, Page 1615 in the Records of Deeds of Cumberland Association for an interest rate 7.895%. The amount owed on the note at the date of death. $142,936.83 TOTAL (Also enter on line 10, Recapitulation) $ $1 42, 936. 83 (If more space is needed, insert additional sheets of the same size) Jacqueline M. Welby, Esquire Phone: 717.236.YORK (9675) Facsimile: 717.236.6919 Emai1: jwe1by@yorklegalgroup.com December 21, 2007 Via Certified Mail Glenda Farner Strasbaugh One Courthouse Square Carlisle, PA 17013-3387 o:'~ RE: Estate of Suella Bentzel SSN: 186-28-7477 Date of Death: 12-29-20P6 File No. 2107-0018 Dear Ms. Strasbaugh: Enclosed please find a tax return in duplicate, in regards to the above-referenced estate, as well as a cash payment of$15.00 for the filing fee.. I am also enclosing an extra copy ofthe return to be time-stamped. Kindly return the same for our records in the self-addressed envelop. If you need any further information, please call me at 717 236.9675. Very truly yours,. )' . -, Y Vj') ..',\ . (1\ ~ \L Y-. A-" .J~ Dana R. Grubb Legal Assistant to Jacqueline M. Welby C) r-- Enclosures c: Mary Ann Bittner Executrix = J r--..) c.::::::t ...:.~ _..l CJ r'11 () N -J "'., ....;.:.... .c- .. (-..,> c:-~..) ol,":> --.J j".,) C) -0 ''0 c..n w 3511 North Front Street · Harrisburg, Pennsylvania 17110-1438 Jacqueline M. Welby, Esquire Phone: 717 .236.YORK (9675) Facsimile: 717.236.6919 Email: jwelby@yorklegaigroup.com December 18, 2007 Glenda Farner Strasbaugh One Courthouse Square Carlisle, P A 17013-3387 RE: Estate of Suella Bentzel SSN: 186-28-7477 Date of Death: 12-29-2006 File No. 2107-0018 Dear Ms. Strasbaugh: Enclosed please find a tax return in duplicate, in regards to the above-referenced estate. I am also enclosing an extra copy ofthe return to be time-stamped. Kindly return thesame for our. records in the self-addressed envelop. If you need any further information, please call me at 717 236.9675. Verytru~lYYOUrS' n (k; ~~L, ~eli eM. Welby ,. -~~, .c:-;;> . ~, __.J - ..., " r--) -J \ ~ , I -u -, ,-'~)' , 1 Enclosures c: Mary Ann Bittner Executrix I ~ -.-, .:~:J" ~- _.-- ~. t...').'-) C,,) 3511 North Front Street · Harrisburg, Pennsylvania 17110-1438 0...- t<J t- ..- ,N'iS "tDb : o~,~ ... ~ ~ fJ:!O t-.o: f.'0u.. <t Co 1?'::~UJ. 0:; ~~g;' -. . t ../ ;1 -- .-- to ~ en : -- o 1n ... .- U- ru ('- C3 ::r ru tr ::r r4 r4 C3 C3 C3 C3 r4 cO C3 .J1 C3 C3 ('- ~ ~ .s:... t- ~tQO ~~~ ",,::l~ -;; r::f'. t ~ w..ff'l t:~~ w.~t:- loo::l..-l ~ Q ~e< ..l-~ ~ ::l '" ~Q~ ~ r.) ~ .... .... ..... ~ ~ e = ~ GOU o :;0 (cfj d6 lj-T:O .~~ . i"' '- .~.~4 --I ~~