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Home My WebLink About05-01-08 REV-1500 EX + (6-00) OFFICIAL USE ONLY REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT '~.,- ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 FILE NUMBER 21 -0 8 0 0 0 03 COuNTYOODE --YEA~ - - NuMBER- - DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I- Z W C w U w C KIMMEL, CATHARINE J. DATE OF DEATH (MM-DD-Year) 1 68- 2 6 - 2 6 9 3 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS DATE OF BIRTH (MM-DD-Year) 12/17/2007 02/02/1931 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER !Xl 1. Original Retum o 4. Limited Estate [Xl 15. Decedent Died Testate (AttachcopyoIWill) o 9. Litigation Proceeds Received o 2. Supplemental Retum o 4a. Future Interest Compromise (date 01 death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy oITrust) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) o 3. Remainder Return (date 01 death prior to 12-13-82) o 5. Federal Estate Tax Retum Required _ 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) W t- ~ :$en u o::~ w15U :I:o::g U Q.lll Q. < THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS MURREL R. WALTERS, III, ESQ. FIRM NAME (II Applicable) t- Z W o z o Q. en w 0:: 0:: o U 54 EAST MAIN STREET TELEPHONE NUMBER 717-697-4650 MECHANICSBURG PA 17055 OFFICIAL USE ONLY "'-.) = c:::::o co ::Jl: ;D. -< J 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. ,Jointly Owned Property (Schedule F) (6) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 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) 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) -0 :r I'\) .. o '- -:> ,-, ~ z o t= < ...J ;:) t: a. e:( U w 0::: 3,601.26 (8) 11,073.00 3,711.99 14,784.99 -11,183.73 (11) (12) (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) -11,183.73 z o l- e:( I- ;:) a. :E o U ~ I- 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 0.00 X _(15) 0.00 0.00 X _(16) 0.00 0.00 X 12 (17) 0.00 0.00 X .15 (18) 0.00 (19) 0.00 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 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 20. D > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < ~} Decedent's Complete Address: STREET ADDRESS 49 ASHBURG DRIVE, SUITE #52 CITY I STATE I ZIP MECffANICSBURG PA 17050 Tax Payments and Credits: 1. T ax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 0.00 Total Credits (A + 8 + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 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 (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX. DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check to: REGISTER OF WILLS, AGENT 0.00 0.00 0.00 0.00 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 [2g b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 [2g c. retain a reversionary interest; or ...................................................................................................... 0 [2g d. receive the promise for life of either payments, benefits or care? ............................................................. 0 IKI 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................... ........................................................... 0 IKI 3. Did decedent own an 'in trust for" or payable upon death bank account or security at his or her death? ................. 0 IKI 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... 0 IKI IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ADDRESS MURRE R. WALTERS, III, ESQ. 54 EAST MAIN STREET, MECHANICSBURG PA 17055 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. 991'16 (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. 99116 (a) (1.1) (i1)]. The statute 90es 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. 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 4.5%, except as noted in 72 P.S. 99116(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 12% [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. REV-1512 EX + (6-98) *' SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KIMMEL. CATHARINE J. FILE NUMBER 21 08 00003 Include unreimbursed medical expenses. ITEM NUMBEF<: 1. DESCRIPTION VALUE AT DATE OF DEATH PP&L ELECTRIC 123.11 2. VERIZON TELEPHONE 48.57 3. BILL HOCKER AND DENNIS GOTHARD FURNITURE MOVERS 145.00 4. CAPITAL ONE VISA 2,075.41 5. CAPITAL ONE MASTER CARD 819.90 6. DAVID STONER MOVING, FURNITURE PACKING 100.00 7. HERB SILVER ARRANGEMENTS, FINALIZE ESTATE 400.00 TOTAL (Also enter on line 10, Recapitulation) $ (If more space ;s needed, insert additional sheets of the same size) 3,711.99 REV-1511 EX+(12-99) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF KIMMEL. CATHARINE J. FILE NUMBER 21 08 00003 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. MYERS FUNERAL HOME 8,639.50 2. GINGRICH MEMORIALS 1,632.00 3. RECEPTION MEAL 13.11 4. FLOWERS 33.39 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) SUSAN K. STONER (RENOUNCED) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attomey Fees MURREL R. WALTERS, III 600.00 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees REGISTER OF WILLS. CUMBERLAND COUNTY 85.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. PATRIOT NEWS 70.00 ADVERTISING TOTAL (Also enter on line 9, Recapitulation) $ 11,073.00 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF KIMMEL. CATHARINE J. FilE NUMBER 21 08 Include 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 Schedule F. 00003 ITEM NUMBER DESCRIPTION 1. M&T BANK CHECKING 2. MEDICARE REFUND 3. PSECU CHECKING 4. 1995 FORD ESCORT SALE OF AUTOMOBILE 5. AARP MEMBERSHIP REFUND 6. VERIZON REFUND 7. ERIE INSURANCE AUTO INSURANCE REFUND 8. ERIE INSURANCE RENTER'S INSURANCE REFUND 9. COMCAST REFUND 10. STATE EMPLOYEES RETIREMENT SYSTEM 11. SILVER SPRING COURTYARD SECURITY DEPOSIT REFUND 12. NASCAR SUBSCRIPTION REFUND 13. AOL E-CARDS REFUND 14. M& T SECURITIES INSURANCE REFUND 15. HOUSEHOLD GOODS PER SALE PRICE VALUE AT DATE OF DEATH 327.92 66.14 18.32 2,000.00 11.87 43.55 115.00 36.00 34.07 340.65 326.36 55.02 13.99 12.37 200.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 3,601.26 Re'~'''m'l* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN I~ESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER KIMMEL CATHARINE J. 21 08 00003 II RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. SUSAN K. STONER Lineal 145 N. 15TH STREET CAMP HILL, PA 17011 2. JULIE M. GRABKO Lineal 32015 LONG BOW MILLSBORO, DE 19966 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 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - 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)