HomeMy WebLinkAbout01-14-08
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..REV. 1500 EX + l'~)
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I FILE NUMBER
21 07 00911
_____ i___ COUNTY_9..9..9~ _YEAR __ NUMBER
-------------,~-~-~--~-~---
SOCIAL SECURITY NUMBER
REV-1500
INHERITANCE TAX RETURN
OFFiCiAl.. USE ONLY
204-26-8610
THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
I REGISTER OF WILLS
---1- .-- .---- ----- --- -----.-.-----
SOCIAL SECURITY NUMBER
I
-------rr3. Remainder Return (date of death prior to 12-13-82)
2. Supplemental Return
*' II
COMMONWEALTH OF PENNSYLVANIA I
OEPAR6~~T2~~~ENUE I RESIDENT DECEDENT
_ HARRISBURG, PA .17128-0601 .---------L---------------.---- .
----TI:I~~~~~~ ~;~r~T.FiRST, AND MIDDLE INITIAL)-- -- - - - - -- - -
ffi tDATE OF DEATH (MM-DD-YEAR)- - - - -;-DATE OFBIRTH(MM-DD-YEAR)
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---i~ 1. Original Return
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6. Decedent Died Testate (Attach copy
of Will)
9. Litigation Proceeds Received
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
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
1
11. Election to lax under Sec. 9113(A) (Attach Soh 0)
AME
Thomas J. Ahrens
,COMPLETE MAILING ADDRESS
I
I
---I
1
I 52 Gettysburg Pike
I Mechanicsburg, PA 17055
IRM NAME (If applicable)
Ahrens Law Firm, P,C.
~.. - ..--- .
ELEPHONE NUMBER
717/~~~___ ____==-===-__ =_-"__
I 1. Real Estate (Schedule A)
I
2. Stocks and Bonds (Schedule B)
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3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
(9)
(10)
29,258.13
- ----- - ---------.'.--.--
76,775.70
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate,
or transfers under See, 9116(a)(1.2)
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384,451.88 x .045
16.Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
350.00 x .12
18. Amount of Line 14 taxable at collateral rate
x .15
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Form REV-1500 EX (Rev. 6-00)
Copyright 2000 form software only The Lackner Group, Inc.
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490,835.71
(11 )
106,033.83
(12) 384,801.88
---~.._------~~---
(13)
(14) 384,801.88
---_.--_..~~-_."_._-
(15)
---------------
(16) 17,300.33
----~~--
(17) 42.00
(18)
(19) 17,342.33
-_._---_.~~~~--_.
01J
Decedent's Complete Address:
STREET ADDRESS
103 Pinedale Road
TSTATE PA
IZIP 17015
CITY
Carlisle
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
17 ,342.33
16,475.21
---"--
867.12
Total Credits (A + B + C)
(2)
17,342.33
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 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.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3)
(4)
(5)
(5A)
(5B)
0.00
0.00
0.00
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;.................................................................................. ~ ~
~: ~:~::~ ~;e~;~~i~on:~:~~:r:s~~~. ~~~~~. ~~~.~~~ .:.~~~~.~. ~~~.~~.~~.~~~~.~~. .i~~. ~~~~:~~::: :::::::::::::::::::::::::::::::::
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? ................................ .................... ..... ....... ............................. .......................... D
D
~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.........
4. Did decedent own an Individual Retirement Account, annuity, 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.
Under penalties of pe~ury, I declare that I have examined this return. 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 ~iI1fonn.!tion of w~i,,~reparer h~any knowl"dge. ___
SIGNATURE OF PE SPONSIBLE FPR FILING RETURN ADDRESS
Dorothy E .
DATE
103 Pinedale Road
__~___-_-garlisl~..E..~ 17015 _________
ADDRESS
/0 -OJ
DATE
FOR FILING RETURN
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
Thomas J. Ahrens
-1"1
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ADDRESS
DATE
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 3% [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 0%
[72 P.S. ~9116 (a) (1.1) (ii)l. 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 0% [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 4.5%, 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 decedent's siblings is 12% [72 P .5. ~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.
52 Gettysburg Pike
Mechanicsburg, PA 17055
"l
I--I/}~ of
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
~-------------- --- -------------- ---- - - --
.~_._~.,________ 'p_ ____. __,', _'_" ___m"'___ __._____" ---
__----L_.,______.____....___
------TFILENUMBER -
]'21 - 07 - 00911
--_.._.---_.._._-_._.__..~----_._------------_.-_._-~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Albright, Paul W
~------_..__._..-_.._----_.----'~--~---
Include 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.
_________n_n _____
VALUE AT DATE OF
DEATH
1,768.87
ITEM
NUMBER
1
DESCRIPTION
Orrstown Bank checking account # 106003191
2 Sovereign Bank checking account # 1671009592 2.21
3 PNC Bank checking account # 50-0528-5634 16,458.90
4 Cash value of household contents 6,175.00
5 1997 Toyota Camry 3,500.00
6 2001 Ford F150 9,000.00
7 Fishing boat 1,750.00
---1---
TOTAL (Also enter on Line 5, Recapitulation)
---I- -- ------ --
38,654.98
.
.
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
----------------------- --~-_.._-_.. _.__.__._---~-_._-~'-
-----------.----..------..------..---------
.._________._____ ,,_____ 0'----.,---- ....-.-----
i FILE NUMBER
21 - 07 - 00911
ESTATE OF Albright, Paul W
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
%OF - l--~-~~
DECO'S : EXCLUSION ; TAXABLE VALUE
INTEREST ; (IF APPLICABLE) I
~_._-~--~--~-------~.
ITEM
NUMBER
DESCRIPTION OF PROPERTY
Include the name of the transferee, their relationship to decedent
and the date oflransfer. Altaclh a copy of the deed for real estate.
DATE OF DEATH
VALUE OF ASSET
j.
311,016.76
__________._._.___-.----_____..__________..______u.__ ,_________..___________._.___ -
1
i IRA account # 69644353 at PNC Investments
I (Trust is beneficiary)
311,016.76 100%
2
i
I Real Estate (in trust) at 103 Pinedale Road, Carlisle,
! PA Tax 1014-05-0421-056 with assessed value of
i $114,150 and a common level ratio of 1.22
;
139,263.001 100%
139,263.00
~--- ~~~;':C(AI~O-~~;~r ~~i~~-;~~caPitu~~~~~~~-l---- --~--450,279:-76-
Debts of decedent must be reported on Schedule I.
----~-_..--~----_.-~-"~._~-------_._.--_.-
ITEM :
NUMBER 1 FUNERAL EXPENSES:
I - -----.-
A. 1 I Ewing Brothers Funeral Home
i
I
....
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Albright, Paul W
-_.------~-----~.._-~.__.._-------.-.- -----..-----
2
Funeral luncheon - Dockside Willeys
B.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
1.
SCI-EDUl..E H
FlJERAL EXPENSES &
ADMNS1RAllVE COSTS
DESCRIPTION
FILE NUMBER
21 - 07 - 00911
1-
-------------.----..-.-----..----------
AMOUNT
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City
Year(s) Commission paid
Attorney's Fees Ahrens Law Firm
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Dorothy E Day
Street Address 103 Pinedale Road
2.
3.
City Carlisle
Relationship of Claimant to Decedent
4.
Probate Fees
Register of wills
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1
Estate notices in papers
State
Zip
State P A
Daughter
Zip
Total of Continuation Schedule(s)
~_~------_.----~_.-_.-.-_.-._-------------...----.-u--.___._.....__...______
TOTAL (Also enter on line 9, Recapitulation)
17015
8,973.89
415.58
16,000.00
3,500.00
136.00
217.66
15.00
29,258.13
.
"
.
SchedUe H
'\ FlI1enII Expenses &
COMMONWEALTH OF PENNSYLVANIA A..... . ... ,,~~.-.I
INHERITANCE TAX RETURN I 1"lLII1W'1 \Ie ~ \lUll.. IIUCUI
RESIDENT DECEDEt-lT _-=-==--_L- ~ -==---=--=--=:c=="C=~=::.=::.=c==::cc-=c::='-- ~-~
ESTATE OF Albright, Paul W
2 Inheritance tax filing fee
-..----...--
---r FILE NUMBER
I
21 - 07 - 00911
, L'_~,__, 'T-'--------~--~
15.00
Page 2 of Schedule H
-
" .
~. SCHEDULE I I
~i \ DEBTS OF DECEDENT, MORTGAGE "I
COM~N~~~~g~~~Y~~ANIA LIABILITIES, & LIENS
RESIDENT DECEDENT L
=-,=.==O========CC=~.J.=,=.=,=..=====-==C="=_"==~=cc.==-="=="="1 FILE NUMBER-==o======"
EST~TEOF!lbrigh-=- pau~~_.___~ ___ __ ___ _ ____________ __I~1: 07 - 00911 __________
Include unreimbursed medical expenses.
ITEM
NUMBER
-- ~--'--'- -- --- --'.---_..----- -- ---------_.-----
________________________.____________._____._______________ "0_- ___
DESCRIPTION
AMOUNT
--~-- ~.--_..-._---~-~----"--_.---_.._----_._--- ---------- ----
1
Pamela Burkholder, tax collector (School taxes)
1,620.25
TOTAL (Also enter on Line 10, Recapitulation)
76,775.70
2
Pamela Burkholder, Per Capita Tax
10.00
210.50
3
Embarq
47.58
4
Kough's Oil
5
DEW & Sons Septic Serivce
217.00
6
Discover credit card # 6011 002064004344
2,227.32
7
Interstate Waste Service
65.84
8
Adams Electric Coop, Inc.
295.00
9
CapitalOne credit card # 5291 4923 17169239
11,359.87
10
PNC Home Equity LOC
57,878.53
11
AAA Financial Services credit card # 5490 9960 2401 5005
1,813.59
12
Uncleared checks of $143.51 and $244.37
387.88
13
Co-signer on Members 1 st loan - 50% of $939.59
469.80
172.54
14
Verizon
---- -_._-----,.,,~_._~_.._,.-_._--- -_._-,.----~-_._--_._------- ---_..-----
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-
-
REV-1513 EX+ (9-00) '*' J SCHEDULE J \
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES t.
INHERITANCE TAX RETURN
RESIDENT DECEDENT
- ---- ---- - --- ----. ----,...-------.'.---.---- .---....-----------.-- ..._------_..__._-~..-
ESTATE OF--------------------- -- --- ---- ---Ti=ILE NUMiER------------
Albright, Paul W 21 - 07 - 00911
NUMBER l NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
_________1--_______________________----------------..-------
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
-- ...-~; . R ELATION.SHIP TO '..'", _. A.MOUNT OR SHARE
DECEDENT i OF ESTATE
___ ___ Do Not LlstTrus~ee(s) _---'-___
,
----~...------------_.._-_..._.--_.----_.__._--_._--
1 Dorothy E. Day
103 Pinedale Road, Carlisle, PA 17015
I
[Daughter
\
356,701.88
2
Shawn M. Jones
86 Division Road, Newville, PA
IGrandSOn
26,750.00
3
Stanley W. Albright
514 Biddle Drive, Carlisle, PA 17013
Brother
350.00
4
Brandi L. Jones
360 Mooredale Road, Carlisle, PA 17013
IGranddaughter
1
I
1,000.00
II.
I Eole' doll.. .mo,"" 10, dl,tr1I><rtlo", .howo ebove 0" II,.. 15thco""h 18, " 'Ppcopo.k, 0" ROY 1500 ",,,...h'''' i
I NON-TAXABLE DISTRIBUTIONS: I I
I' A. SPOUSAL OISTRIBUTIONS UNOER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT ,
~~M~E I
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I I
I I
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I B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
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TOTAL OF PART 11_ ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
___.._.__n__.._..______ ..____.___._.___...__.____._____.__....._ --------^ .------ ._-_._-~--_._-
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