Loading...
HomeMy WebLinkAbout02-28-08 (3) -.J . 15056041192 . REV -1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 County Code Year File Number INHERITANCE TAX RETURN RESIDENT DECEDENT 21 07 1111 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 162 36 9662 12 01 2007 05 07 1912 Decedent's Last Name Suffix Decedent's First Name MI Tamburry Ida M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse'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:J 2. Supplemental Return c:J 3. Remainder Return (date of death prior to 12-13-82) c:J 5. Federal Estate Tax Return Required c:J 4. Umited Estate c:J 4a. Future Interest Compromise (date of death after 12-12-82) c:J 7. Decedent Maintained a Living Trust (Attach Copy of Trust) c:J 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 8. Total Number of Safe Deposit Boxes _ 6. Decedent Died Testate (Attach Copy of Will) c:J 9. Utigation Proceeds Received c:J 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 Elyse E. Rogers, Esquire 717 612 5801 Firm Name (If Applicable) Keefer Wood Allen & Rahal, LLP REGISTERO~LS USEONL r.":G :..--"_: U -I _:.:z C---" r "1 -' r~.;) 635 North 12th Street, Suite 400 --:-.~ '-~l I~ 7j :-!~! First line of address r,) CO Second line of address , I , I Oty or Post Office Lemoyne State ZI P Code -;-) DAT~:FiLl:D ij PA 17043 ,__ 1 Correspondent's e-mail address:erogers@keeferwood.com Under penalties of perjury, 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 the preparer other than personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ~ €--.~ ~ ADDRESS DATE PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056041192 15056041192 -.J '\)\f'--^ . --I 15056042193 . Rev-1500 EX Decedent's Social Security Number 162 36 9662 Decedent's Name: Ida M. Tamburry RECAPITULATION 9. Funeral Expenses & Administrative Costs (Schedule H) . . . . . . . . . . . . . . . . . . .. 9. 0.00 0.00 0.00 0.00 92,377.96 0.00 0.00 92,377.96 11,283.17 1,054.23 12,337.40 80,040.56 1. Real estate (Schedule A) ......................................... 1. 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. 3. Oosely 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) CJ Separate Billing Requested. . . . . . 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) CJ Separate Billing Requested . . . . .. 7. 8. Total Gross Assets (total Lines 1-7) ................................ 8. 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 Govemmental 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.OO 0.00 16. Amount of Une 14 taxable at lineal rate X .045 80,040 · 56 17. Amount of Line 14 taxable at sibling rate X .12 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0 . 0 0 0.00 80,040.56 19. TAX DUE 15. 0.00 16. 3,601.83 17. 0.00 18. 0.00 19. 3,601.83 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT CJ Side 2 L 15056042193 15056042193 --I . . Rev-1500 EX Page 3 File Number Decedent's Complete Address: 21 07 1111 -- DECEDENT'S NAME DECEDENTS SOCIAL SECURITY NUMBER Ida M. Tamburrv 162-36-9662 STREET ADDRESS 210 Senate Avenue, Apt. 226 CITY I STATE I ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax: Due (Page 2 Une 19) 2. Credits/Payments A Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 3,601.83 0.00 0.00 180.09 Total Credits (A + B + C) (2) 180.09 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (0 + E) If Line 2 is greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT. Fill In oval on Page 2, Une 20 to request a refund. 0.00 0.00 (3) (4) (5) (5A) (5B) 0.00 4. B. Enter the total of Une 5 + 5A This is the BALANCE DUE. 3,421.74 0.00 3,421.74 5. If Une 1 + Une 3 is greater than Une 2, enter the difference. This is the TAX DUE. A Enter the interest on the tax: 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 1&1 b. retain the right to designate who shall use the property transferred or its income; ............. 0 1&1 c. retain a reversionary interest; or ................................................ 0 1&1 d. receive the promise for life of either payments, benefits or care? ........................ 0 1&1 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................... 0 1&1 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 0 1&1 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .......................................... 0 1&1 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. Sect. 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. Sect. 9116(a)(1.1 )(ii)]. The statue 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. Sect. 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. Sect. 9116(1.2) (72 P.S. Sect. 9116(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. Sect. 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. . . REV-1508 EX+(6-98) COMMONWEALTH OF PENNSYL VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Ida M. Tamburry FILE NUMBER 21 071111 I nclude the proceeds of litigation and the date the proceeds were received by the estate. All property Jointly-owned with right of survivorship must be disclosed on Scheduel F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH Commerce Bank Checking 536679913 16,243.43 Per 12/28/07 letter Interest on above item accrued as of decedent's death 1.76 2 Citizens Bank Checking Account 6100683397 3,961.12 3 Sovereign Bank CD #2335251498 20,000.00 Per 12/24/07 letter Interest on above item accrued as of decedent's death 6.49 4 Sovereign Bank CD #2335278632 13,004.33 Per 12/24/07 letter Interest on above item accrued as of decedent's death 5.47 5 Commerce Bank CD #102308 14,000.00 Per 12/28/07 letter Interest on above item accrued as of decedent's death 31.13 6 Citizens Bank CD 6244-366323 25,000.00 Interest on above item accrued as of decedent's death 18.85 7 Dividend Check on Equitable Liberty Insurance Policy 75.38 8 Coin Collection 30.00 TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) 92,377.96 . . December 28, 2007 Commerce .Bank Keefer Wood Allen & Rahal, LLP 635 North 1 ih Street Suite 400 Lemoyne, PA 17043 RE: Estate of: Ida M. Tamburry Tax Identification Number: 162-36-9662 Date of Death: December 1, 2007 To Whom It May Concern: This letter is in reference to decedent account information you requested for the individual listed above. We are able to provide the following: Account Type: Checking Account Number: 536679913 DateOpened:April5,2004 Primary Owner: Ida M. Tamburry Date of Death Balance: $16,245.19 Accrued Interest: $1.76 Principal Balance: $16,243.43 Account Type: Time Deposit (CD) Account Number: 102308 Date Opened: April 9,2007 Primary Owner: Ida M. Tamburry Date of Death Balance: $14,031.13 Accrued Interest: $31.13 Principal Balance: $14,000.00 Please feel free to contact me at (717) 412-6127 if I may be of further assistance. Sincerely, Cindy Shultz Research Associate/Deposit Services Commerce Bank Commerce Bank / Harrisburg, N.A. PO Box 4999 3801 Paxton Street Harrisburg, PA 17111-0999 commercepc.com . . a Citizens Bank" Account Number 6100683397 Account Title IDA M TAMBURRY Date Opened 6/6/1966 Account Type Checking Principal Balance as of DOD $3,961.12 Interest from Last Posting to DOD $.00 Account Balance as of DOD $3,961.12 YTD Interest to DOD $7.34 . . II Citizens Bank'" Account Number 6244-366323 Account Title IDAMTAMBURRY Date Opened 5/26/2004 Account Type Time Deposits Principal Balance as ofDOD $25,000.00 Interest from Last Posting to DOD $18.85 Account Balance as of DOD $25,018.85 YTD Interest to DOD $901.74 . . Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Ida M. Tamburry 162-36-9662 December 1, 2007 Account #: 2335251498 Type: In the name of: Ida ffi. Tamburry Date of Death Balance: Int.(YTD) from 1/1/2007 to Accrued interest to date of death: Other Info: Closed 12/13/07 CD Open date: 9/13/1999 $20,000.00 11/30/2007 $6.49 $646.09 Account #: 2335278632 Type: In the name of: Ida M. Tamburry Date of Death Balance: Int.(YTD) from 1/1/2007 to Accrued interest to date of death: Other Info: Closed 12/13/07 CD Open date: 11/20/2000 $13,004.33 11/30/2007 $5.47 $610.74 Page 1 of 1 . . REV-1511 EX+(10-06) COMMONWEAL TH OF PENNSYL VANIA INHERITANCETAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Ida M. Tamburry FILE NUMBER 21 071111 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A FUNERAL EXPENSES: Dailey Funeral Home 8,091.53 2 Brachendorf Memorials Inc 195.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address Oty State Zip Year(s) Commission Paid: 2. Attorney Fees 2,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Oaimant Street Address Oty State Zip Relationship of Oaimant to Decedent 4. Probate Fees 271.00 5. Accountant's Fees 6. 7 Tax Return Preparer's Fees Cumberland Law Journal, legal advertising 75.00 8 The Sentinel, legal advertising 150.64 TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) 11,283.17 . . REV -1512 EX+ (12-03) COMMONWEALTH OF PENNSYL VANIA INH ERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Ida M. Tamburry 21 07 1111 Report debts Incurred by decedent prior to death which remained unpaid as of date of death, Including unrelmbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Highmark Blue Shield, check written prior to, but clearing after decedent's 332.10 date of death 2 Margaret Mary Church, November 2007 donation, check written prior to, but 50.00 clearing after decedent's date of death 3 Holy Spirit Ventures Inc, rent, check written prior to, but clearing after 425.00 decedent's date of death 4 Creekside Volunteer Fire Company, check written prior to, but clearing after 20.00 decedent's date of death 5 PPL 97.03 6 West Shore EMS-BLS 94.89 7 Verizon 35.21 TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) 1,054.23 . . REV -1513 EX+(e-OO) COMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES NUMBER I NAME AND ADDRESS OF PERSONCS) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116{a){1.2)] See schedule attached FILE NUMBER 21 071111 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not Ust Trustee(s) OF ESTATE ESTATE OF Ida M. Tamburry ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15THROUGH 18. AS APPROPRIATE, ON REV-1500 COVER SHEET I I NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEe. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART \I - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) . . Estate of: Ida M. Tamburry Schedule J, Part I - Taxable Distributions Num. Name and Address of Person(s) Receiving Property Sister Emma Marie Tamburry 503 North 21 st Street Camp Hill, PA 17011 Relationship to Decedent Daughter Louise A. Kraybill 6151 Tyrnbury Drive Lisle, IL 60532 Daughter Mary J. T opetcher 220-A West Orlando Street Orlando, FL 32804 Daughter Ann T. Tamburri 3015 N. Progress Avenue Harrisburg, PA 17110 Daughter Paul Behofist Jr 6341 Benington Road Mechanicsburg, PA 17050 Grandson Carol Tamburry 1801 Northwest 42nd Street Oakland Park, FL 33309 Granddaughter Patricia Lorenz 1807 Primrose Lane Dauphin, PA 17018 Granddaughter Page 2 21 071111 Amount or Share of Estate 16,008.11 16,008.11 16,008.11 16,008.11 5,336.04 5,336.04 5,336.04 . . WILL I, Ida M. Tamburry of Camp Hill, Cumberland County, Pennsylvania, make, publish and declare the following as my last Will, hereby revoking all Wills and Codicils by me at any time heretofore made. FIRST: I order and direct that all my just debts, expense of my last illness and funeral and cost of a gravemarker be paid out of my estate as soon after my death as may be practicably done. SECOND: I specifically give, devise and bequeath the mantel clock and desk (presently located in my living room) to my granddaughter, Michelle M. Kraybill. THIRD: I give, devise and bequeath all the rest, residue and remainder of my estate of whatever kind and wherever situated to be divided into five equal shares to be distributed to my four surviving daughters, Sister Emma Marie Tamburry, Louise A. Kraybill, Mary Jo Topetcher and Ann Tamburri with the fifth share to be divided equally between the children of my beloved deceased daughter, Rosemary Behofist. In the event that any of my named beneficiaries fail to survive my by sixty days, then the share of such beneficiary shall not lapse but shall pass to such deceased beneficiary's issue who shall survive me by sixty days and who shall take, per stirpes, the share which their deceased ancestor would have taken had he or she survived me. . . FOURTH: I appoint my daughter, Sister Emma Marie Tamburry guardian of any property which passes under this Will or otherwise to a minor and with respect to which property I am authorized to appoint a guardian and have not specifically done so. Said guardian shall have the power, in her sole discretion, to use principal as well as income for the support, education and welfare of such minor. FIFTH: I appoint my four surviving daughters, Sister Emma Marie Tamburry, Louise A. Kraybill, Mary Jo Topetcher and Ann Tamburri, Co-Executrixes of this Will. SIXTH: I authorize any personal representative and guardian named herein to exercise the following powers, in addition to those given by law, to be exercised by them in their sole discretion: To sell at public or private sale, for cash or credit, with or without security, to exchange or to partition any real or personal property and to give options for sales or exchanges; to retain any real and personal property which may at any time form part of my estate as long as they may deem advisable; to invest in any real or personal property without restriction to legal investments; to repair, alter, improve or lease for any period of time, any real or personal property and to give options for leases; to compromise claims without court approval; and to make distribution in kind. No personal representative or guardian named herein shall be required to enter bond or furnish surety in any jurisdiction. . . IN WITNESS WHEREOF, I have hereunto set my hand and seal to this Will consisting of three typewritten pages with each page signed by me in the margin thereof this ~3 ()-C~, day of 9nM"~if , 1998. (Seal) Signed, sealed, published and declared by the abovenamed Ida M. Tamburry as and for her last Will, in the presence of us, who, at her request and in her presence and, in the presence of each other, have subscribed our /I:7f ~:;7j7 /;'-U- ?J Ai~u-'2..-L /'4 &r:.J/t-'-rl-'~ ~/{) ~~~ ~~4:<O (~~J, ',.J jp~d tiC! i / ADDRES . names as witnesses hereto. h~ .~ ;/;;.J 1114/V'f ~-R/?vGfl..,{!a~!;Y I ADDRESS C/ 5() 3 1];(,. ~ I /iJ;;.,~ C(Vy~ (./ ~LJ!.VJ p~. 1 70 J I dSn IO'dlSO ~ In. . ~O\ \~~ ~ ()) C)_o ':{, ~ '(; Ii: (~ . -- ~ ".0 CP N ~ :~ +It o~ ,~ S -.c:'Q14 'd3'JI " '.,0 ~ c""', L _ 'h' '1' ') c)(,] :>~ (:'; ~ 8~~D, ~--/ O? o r:.\ -- ) Z', _ ::: - -- ....c e-. ) - CP (.~ C) t.;J w.- ~. C' ~-.-,.','~ ..D a'" ~ t\1 \l1 ~ 9 g o cO ~ ~ o ~ ~ .S~ $0 ~t- ~~ 0).( ~P- i./16i ~~ ~% -€.~ o ~ ~ '.D ~ ':0) ~(f') ~S :Il~ .... ~< '.. ~ " 0. "" \i v~ .....