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Home My WebLink About06-19-08J 15056041147 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes- INHERITANCE TAX RETURN 2 1 0 8 0 0 5 8 2 PO BOX.280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 218 20 9824 08 31 2007 03 28 1927 Decedent's Last Name Suffix Decedent's First Name MI MANN ANNA J (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI MANN LOWELL D Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW X^ 1. Original Retum ^ 2. Supplemental Return ^ 3. Remainder Return (date of death prior to 12-13-82) ^ 4. Limited Estate ~ 4a. Future Interest Compromise ~ 5. Federal Estate Tax Retum Required (date of death after 12-12-H2) X g Decedent Died Testate ~, Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes ^ (Attach Copy of WiII) ^ (Attach Copy of Trust) 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (date of death ^ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION'SIfBiLIL6 DI C Name Daytime Telephone~tUalbep ANDREW L. SAYLOR ESQ. 717 2911?00' Firm Name (If Applicable) GIBBEL, KRAYBILL & HESS First line of address 41 EAST ORANGE STREET Second line of address City or Post Office State ZIP Code LANCASTER PA 17602 Correspondent'se-mail address: asaylOr@gkh.COm REGISTER OF1~6S USE ONLSY c`7 r~ c~ - ~ c~ c,.~ ~~ <..._ 1 _L} C"7 s.::. .r-- _ r~ -~ _ .~ - t fJ ~.~ DAT~~ILL'D -r., - - -=i _ _ - TO: .. ~-= cc~ -, ~ ,~ 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 tn.ie, correct and complete. Declaration of preparer other than the persona representative Is based on all information of which preparer has any knowledge. SIGNATURE O_F PERSON RESPONSIBLE FOR FILING RETURN DATE `~~~~~,~ Eric L. Mann (p ~ l(~ I Q ~' ~~~~~ Lancaster„~A 17602 SIGNATURE OF P PARER OTHER Andrew L. Saylor Esq. ADDRESS 1 41 East Orange Street, Lancaster, PA 17602 Side 1 15056041147 15056041147 J \ ~,~ 1505642148 REV-1500 EX Decedent's Social Security Number Decedents Name: Anna Jean Mann 2 18 2 0 9 8 2 4 RECAPITULATION 1. Real Estate (Schedule A) ..............................................:....................................... 1. 2. Stocks and Bonds (Schedule B) ..............................__............................_ . 2 1, 8 0 6 7 8 . ............ 2. 3. 4. 5• 6. 7. 8. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... Mortgages & Notes Receivable (Schedule D) .............................._....................... Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ Jointly Owned Property (Schedule F) ~ Separate Billing Requested ............. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested ............. Total Gross Assets (total Lines 1-7) .............................__.................................. 3. 4. 5. 6. 7. g. 1 1, 0 5 4 6 5 1 3 2, 8 6 1. 4 3 9. Funeral Expenses & Administrative Costs (Schedule H) ...................................... 9. 3,607.00 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 11. Total Deductions (total Lines 9& 10) .............................. ................................... 11. 3, 6 0 7 0 0 12• Net Value of Estate (Line 8 minus Line 11) .............................._. ......................... 12. 1 2 9 , 2 5 4 . 4 3 13. Charitable and Governmental Bequests/Sec 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. 1 2 9 , 2 5 4 . 4 3 TAb; COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 1 2 9, 2 5 4. 4 3 (a)(1.2) X .00 15. 0. 0 0 16. Amount of Line 14 taxable 0 . 0 0 16 0 0 0 at lineal rate X .045 . 17. Amount of Line 14 taxable 0 0 0 17 0 0 0 at sibling rate X .12 . 18. Amount of Line 14 taxable at collateral rate X .15 0 0 0 18. 0 0 0 19. Tax Due .............................................................. 19. 0 0 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 15056042148 15[]56042148 J REV-1500 E:X Page 3 Decedent's Complete Address: File Number 21-08-00582 DECEDEN'T'S NAME Anna Jean Mann STREET ADDRESS 312 Messiah Circle CITY Mechanicsburg STATE PA ZIP 17055 Tax Payments and Credits: 1. Tax DuE~ (Page 1 Line 19) 2. Credits/Payments q. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresG'Penalty if applicable p. Interest E. Penalty Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT. Check box 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 theTAX DUE A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is theBALANCE DUE (1) 0.00 (2) 0.00 (3) (4) (5) 0.00 (5A) (5B) 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 :............................................................................. ^ ^x b. retain the right to designate who shall use the property transferred or its income :................................ ^ ^x c. retain a reversionary interest; or ............................................................................................................ ^ d. receive the promise for life of either payments, benefits or care? ........................................................... ^ ^x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................................................................................................. ^ ^x 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... ^ ^x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............................................................._............................_..................... ^x ^ 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. §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. §9116 (a) (1.1) (ii)]. The statutedoes not exemota 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 (0) percent [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 four and one-half (4.5) percent, 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 twelve (12) percent [72 P.S. §9116 (a) (1.3)j. 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. 0.00 Total Credits (A + B + C) Rev-1503 F~(+ (6-98) SCHEDULE B STOCKS 8t BONDS C'.OMMONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Mann, Anna Jean 21-08-00582 All property jointlyowned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 537.6424 shares of The Bank of New York Mellon 40.56 21,806.78 Corporation stock -date of death value TOTAL (Also enter on Line 2, Recapitulation) 21,806.78 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev-1510 EX+ (6-98) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Mann, Anna Jean 21-08-00582 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTI N OF PR PERTY INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE ) TAXABLE VALUE 1 Fidelity Investments -Anna Jean Mann rollover 111.054.65 100.000 111,054.65 IRA, Fidelity Management Trust Co., custodian, Lowell D. Mann, spouse, beneficiary TOTAL (Also enter on Line 7, Recapitulation) ~ 111,054.65 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) REV-1151 EX+(12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES ~ ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Mann, Anna Jean 21-08-00582 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State ZiF Year(s) Commission paid 2, ~ Attorney's Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Lowell D. Mann Street Address 312 Messiah Circle (at time of decedent's death) city Mechanicsburg state PA zip 17055 Relationship of Claimant to Decedent SpOUSe 4. I Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs 3,500.00 107.00 TOTAL (Also enter on line 9, Recapitulation) I 3,607.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) REV-1513 EX+ (9-00) SCHEDULE J coM NHERV~ITANCECTAXRETURNANIA BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Mann, Anna Jean 21-08-00 582 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) Do Not List Trustee s I. TAXABLE DISTRIBUTIONS [include outright spousal distributions and transfers under Sec. ~116(a)(1.2)] 1 Lowell D. Mann Spouse Residue 129,254.43 823 Oak Oval Messiah Village Mechanicsburg, PA 17055 Total 129,254.43 Enter dollar amounts for distributions shown above on lines 1 5 through 18, as appropr iate, on Rev 1500 cove r sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS UN ulvt ~s ~r Ktv-~5uu cuvtrc shit I ~ u.uu Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) D ®1® O O 8 8 8 8 GIBBEL KRAYBILL & HESS LLP Jennifer L. Marcus, Paralegal 8 8 8 8 Attorneys At Law 717.291.1700 717.509.0740 -fax oQ jmarcus@gkh.com 41 East Orange Street • Lancaster, Pennsylvania 17602 • Office 717.291.1700 • Fax 717.509.0740 • www.gkh.com ~~. c_ -3 June 17, 2008 -' _? '=` -~ _.. a f..... "~ '_.. i .._.._ Cumberland County Courthouse -j' ,: ' Register of Wills & Clerk of Orphans' Court ~ =~-' ,,,, 1 Courthouse Square, 1St Floor - ~~, Carlisle, PA 17013 c'' Re: Anna Jean Mann Inheritance Tax Return File No. 2008-00582 Enclosed for filing are two copies of the PA Inheritance Tax Return for the above- nrlentioned estate. Also enclosed is an extra first page for you to clock in and return for our records. Thank you. Sincerely, ~~. fi~ ~~~~ J fifer L. a cus Paralegal Enclosures Gibbel Kraybill & Hess LLP Lancaster Lititz Mount Joy