HomeMy WebLinkAbout03-13-08
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REV-1S00 EX + (6-00)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
BEAR
DATE OF DEATH (MM-DD-Year)
CLARK
E.
DATE OF BIRTH (MM-DD-Year)
03/23/2007 08/16/1942
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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[Xl 1. Original Return
o 4. Lirnited Estate
o 6. Decedent Died Testate (Attach copy of Will}
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Futufe Interest Compromise (date of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy ofTrust)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
OFFICIAL USE ONLY
FILE NUMBER ')., (j "2
2 1 - 0 8 /1 ~ 02.
""Cc5UNTY"CoDE -YEA~ - ~ NUM8ER-
SOCIAL SECURITY NUMBER
1 99- 3 4 - 9 6 4 8
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (dale of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch O)
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THIS.SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
ROGER B. IRWIN ESQUIRE 60 WEST POMFRET STREET
FIRM NAME (If Applicable)
IRWIN & McKNIGHT
TELEPHONE NUMBER
717 249-2353 CARLISLE PA 17013
0.00 X _(15) 0.00
0.00 X .045 (16) 0.00
0.00 X .12 (17) 0.00
0.00 X .15 (18) 0.00
(19) 0.00
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
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)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(9)
(10)
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 Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20. D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
>>.. . BE SURE TO ANSWER ALL QUESTIONS ON REVERSESIDEAND RECHECK MATH<<
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OFFICIAL USE ONLY
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2,861.40.
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(8)
2,861.40
6,892.00
(11)
(12)
(13)
6,892.00
-4,030.60
(14)
-4,030.60
REV-1509 EX + (6-98)
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
BEAR
CLARK
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
A. SYLVESTER S. BEAR
B
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JOINTLY-OWNED PROPERTY:
SCHEDULE F
JOINTLY-OWNED PROPERTY
E
ADDRESS
729 BLOSERVILLE ROAD
NEWVILLE, PA 17241
FILE NUMBER
21 08
RELATIONSHIP TO DECEDENT
LEITER DATE DESCRIPTION OF PROPERTY '10 OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. A IT ACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 08/1956 1/2 INTEREST - GRAHAMS WOODS ROAD, WEST 5,722.80 50. 2,861.40
PENNSBORO TOWNSHIP, CUMBERLAND COUNTY,
PENNSYLVANIA - PARCEL 46-06-0029-022
TOTAL (Also enter on line 6, Recapitulation) $ 2 861.40
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + (12-99)
'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
BEAR
FILE NUMBER
CLARK
E.
21
08
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. HOFFMAN-ROTH FUNERAL HOME 2,557.50
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Numbe~s)/EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees IRWIN & McKNIGHT 750.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00
Claimant BETTE J. BEAR
Street Address 10 VILLAGE LANE
City NEWVILLE State P A Zip 17241
Relationship of Claimant to Decedent SPOUSE
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparers Fees
7. REGISTER OF WILLS - FILING FEE 30.00
8. RECORDER OF DEEDS - FILING FEE 39.50
9. NOTARY FEES 15.00
TOTAL (Also enter on line 9, Recapitulation) $ 6,892.00
(If more space is needed, insert additional sheets of the same size)
R~""~'''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
BEAR
NUMBER
I.
FILE NUMBER
21 OR
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
SCHEDULE J
BENEFICIARIES
rIARl<'
F
1/2 REMAINDER
1/4TH REMAINDER
1/4TH REMAINDER
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
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal disllibutions, and transfers under
Sec. 9116 (a) (1.2)]
1.
BETTE J. BEAR
10 VILLAGE LANE
NEWVILLE, PA 17241
KEVIN C. BEAR
4 EVERLAST DRIVE
NEWVILLE, PA 17241
KEITH E. BEAR
4 91 RUSSELL ROAD
CARLISLE, PA 17013
Lineal
Spousal
2.
Lineal
3.
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART 11- 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)
Mar 03 08 01:46p
Hof'f'man Roth
7172433723
p.2
Hoffman-Roth Funeral Home & Crematory, Inc.
219 North Hanover Street
Carlisle, P A 17013
(717)243-4511
March 3, 2008
Bette J. Bear
10 Village Lane
Newville, P A 17241
The Funeral Service for Clark E. Bear
15000-71
We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please
feel free to contact us if you have any questions in regard to this statement.
THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT,
AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS.
OUR SERVICE:
Traditional Funeral Service Package. . . . . .
FUNERAL HOME SERVICE CHARGES
$3990.00
$3990.00
THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE
THAT YOU HAVE SELECTED . . . . . . . . . . . . .
$3990.00
Cash Advances
Newspaper Obituary Notice- Sentinel.
Newspaper Obituary Notice - Patriot News
Honor Guard. . . . . . . .
Clergy Offeling . . . . . . .
Certified Copies of Death Certificates.
Flowers. . . . . . . . . .
TOTAL CASH ADVANCES AND SPECIAL CHARGES.
$67.25
$229.45
$20.00
$100.00
$60.00
$190.80
$667.50
Total
Total Cost .
$4657.50
. a . 4 . . . .. . . . . . . . . . . . . . . .. . .
History
04/18/2007 Cumberland County VA. . . . .
OS/26/2007 US Treasury check for NC C E Bear .
06/07/2007 Bette J Bear. . . .
$-100.00
$-2000.00
$-2557.50
TOTAL AMOUNT DUE
$0.00
This statement is net and payable in full within 30 days of receipt.
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Please return this portion with your Remittance
$
Amount Enclosed
Service 10 # 15000-71