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Home My WebLink About06-25-08 (2)a,~.'~~..„~1 REV-1500 ~ OF'FICiALi;SEONLY i COMMONWEALTH OF PENNSYLVANIA ~ INHERITANC flLE NUMBER f~ C~ DEPARTMENT OF REVENUE RESIDENT 21 O8 02.+0 DEPT 2!0601 ~' HARrliseuRD PA m26-oeo~ _ i COUNTY CODE _ YEAR _ _ NUMBER __ ___ - DECEDENT SNAME (LAST FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Plckleslmer Edsel ~ w I DATE OF DEATH (MM-DD-YEAR) ~~ DATE OF BIRTH (MM•DD-YEAR) - - - - - ---- - _--_-~ - -- --~-_-- 7HIS RETURN MUST BE FILED IN DUPLICATE WITH THE D - --- -- _-_--------_-. _ _ _ _ _._. _._ O 1(IOF?PPLICABLOSOU8RVIVINGSPOUSE'SNAME(I 02/15/1930 ~_. _ _ RE~,7LSTEROFWILL.S LAST, FIRST AND MIDDLE INITIAL) I SOCIAL SECURITY NUMBER ------ -_.____ _._-_ ____. --_.__ - - __ I _ 1. Original Return 2. Supplemental Return T~ g. Remainder Return (date of death prior to 12-13-62) U - Y a Y ^ 4. Limited Estate 4a. Future Interest Compromise (date of death after v ^ 12.12-B2 ^ 5. Federal Estate Tax Return Required = 6~c ~ ® 6. Decedent Died Testate (Attach copy ^ 7. Decedent Maintained a Living Trust (Attach 8. Total Number of Safe Deposit Boxes V < m I~ of Will) copy of Trust) ----- ^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (date o1 deatn between ^ 11. Election to tax under Sec. 9113(A) (Anacn scn O) 1231-91 and 1-1-951 __ ~.. «...._ a.. ..~~ - ~`LLtO. JILL Ct>ftR~SPONLIEIJG~ ~ tONFfC38h17'tAt.'1'AX iNf''~7}'tfWJli'r101V 8ki41tft.0 BE fl1RECTED TU: AME COMPLETE MAILING ADDRESS ~ Z Thomas J. Ahrens - _ __ = IRM NAME (If applicable) ~ g Ahrens Law Flrm, P.C. ! 52 Gettysburg Pike ELEPHONE NUMBER " - - - - Mechanicsbwrg, PA 17055 717/697-1800 _ 1. Real Estate (Schedule A) (1) --- _ _ 1 73, 900.00 _ ~ 2. Stocks and Bonds (Schedule B) (2) - -_ Non e 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) - _ ___ Non e 4. Mortgages & Notes Receivable (Schedule D) (4) Non e 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 730, 003.90 6. Jointly Owned Property (Schedule F) 6 None ^ Separate Billing Requested -__ _ __ _ g 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 87, 604.63 ~ (Schedule G or L) a 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (s) 68, 664.43 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 15, 322.80 11. Total Deductions (total Lines 9 & 10) ii 12. Net Value of Estate (Line 8 minus Line 11) (S) 991,508.53 (11> 83,987.23 (12) 907,521.30 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 907, 521.30 - -- _ - -J -- - - - - _ __ _ _ __ - _ _ ___ ___ ___- - SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15) ~ or transfers under Sec. 9116(a)(1.2) - _ _ _ ___ _ ___ _ _ __ z 0 a d 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. ~ ~ ~ Copyright 2000 form software only The Lackner Group, Inc. 907,521.3Q x .045 (16) 40,838.46 x .12 (17) x .15 (18) (19) 40, 838.46 ItAAT`N « - Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 693 Julie Court CCTV ~-~ Mechanicsburg Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credlts/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount 3. InteresUPenalty it applicable D. Interest E. Penalty 38,500.00 2,02ti.32 L.... _.... _ . .___ STATE PA , zrP 17055 {1) 40,838.46 Total Credits (A + B + C) (2) Total InteresVPe~nalty {D + Ej 4. II Ltne 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Llne 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 + SA. This is the BALANCE DUE. Make Check Payable to: REQlSTER OF WILLS, (3) (4) (5) {5A) 40,526.32 _0.00 312.14 (5B) ~ -- - 312.14 -- 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 :................. b. retain the right to designate who shall use the property transferred or its income :.................................... c. retain a reversionary Interest; or ................................... 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? ....................................................................................... ................................ 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 designation7 ...................................................................................................................... ® ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. UMer psnaRlss dpellury, I declaro that t have examined ibis rotum, indudirg aocompanyinp sdxtdWas and atatementa, and to the best of my knowledge and bekef, it Is lnm. correct and compNte. Dedarollon of ._. praparor dhar tMn t~eraanal raQrasantaave le based on all Information of which propsror hsa any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS ~ --~ - Orrcl PIC M DATE 6334 Pemwoods '~L'e!~/~~'~Y'~""~ San Antonio, TX 78240 ~ ~ ~ ~-' ~~~ SIGNATURE OF P R OS N RESPONSIBLE FOR FIUNG RETURN ~ • -~~ _ __ ADDRESS ...-- - - -__---- DATE SIGNATURE OF REPARER THER THAN REPRESENTATIVE _ _ Thomas ea ADDRESS DATE ~ ` 52 Gettysburg Pike ~ /,~ - ~ --- - ______ ___ Mechanicsburg, PA 17055 ~%~ "'~ ~ 3 l~4 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate Imposed on the net vsplue of transfers to or for the use of the surviving spouse is 3% p2 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 lthe use of the surviving spouse is 0°/a [72 P.S. §9116 (a) (1.1) (li)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a lax 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 rete imposed on the net value of transfers from a deceased child twenty-one years of age or youn er 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)j. The tax rete imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries i 4.5°/a, 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 S. §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 y blood or adoption. SCHEDULE A COMMDNWEALTH DF PENNSV~VANIA REAL ESTATE ~ INHERITANCE TAX RETURN RESIDENT DECEDENT I, _. - - r-- ___._-_..---_ _---_ ESTATE OF Picklesimer, Edsel I FILE NUMBER 21 - 08 - 0250 -___ - -- - ---- - _. - - 1 All real property owned sole)yy or as a tenant in common must be reported at fair ma ket value. Fair market value is defined as the price ae sonabpe knowledge obthe re eva tdfactsW Real property whichtls jointly owned with right of sunrivorshipumust be d stclosed on schedule F. ITEM - - - NUMBER DESCRIPTION VALUE AT DATE OF ------ ---- _ ---- -_ _--------- -- DEATH -- - - - - -- - -- -- ouse at 693 Julie Court, Mechanicsburg, PA -extensive mold in basement 173,900.00 TOTAL (Also enter on Lin 1, Recapitulation) 173 900.00 I COMMONWEALTH OF PENNSYLVANIA ~' INHERITANCE TAX RETURN ~ RESIDENT DECEDENT __._ ~_-_ ESTATE OF Picklesimer, Edsel DESCRIPTION Household contents, decedent lived a very frugal lifestyle. 1993 Chevrolet Caprice Wachovia Crown Classic Checking account # 1000661232782 Wachovia Savings account # 3066980267564 Wachovia CD # 247412061143444 Wachovia CD # 247412061626959 Wachovia CD # 247412061677883 Wachovia CD # 247412061678913 Wachovia CD # 247412061678914 Wachovia CD # 247412061680260 Wachovia Checking account # XXXXXXXXXXXX2930 Wachovia Savings account # XXXXXXXXXXX2032 Pennsylvania Central FCU CD # 82639-064 Wachovia Securities account # 68418666 Pennsylvania Central FCU Savings account # 82639-014 Pennsylvania Central FCU CD # 82639-OA4 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 Lie disclosed on schedule F. ITEM NUMBER 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 SCHEDULE E j CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 121 - 08 - 0250 _i _-.- ---- TOTAL (Also enter on VALUE AT DATE OF DEATH 3, 000.00 945.00 28,426.50 803.96 33,827.74 37,688.76 32,452.04 145, 925.53 145,925.53 62,925.28 10, 789.47 200.05 22,077.22 191, 960.55 310.88 12,173.44 5, Recapitulation) I 730,003.90 SCHEDULE E CASH, BANK DEPOSITS, & MISC. ~ COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY continued INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF Picklesimer, Edsel 21 - 08 - 0250 Include the proceeds of litigation and the date the proceeds were received by the estate. Alll property jointly-owned with the right of survivorship must be disclosed on schedule F. - __ ITEM NUMBER DESCRIPTION 17 j Refund of prepaid Patriot News 18 'Refund of prepaid insurance i 19 Refund of Capital Blue Cross 20 ~ Refund of prepaid HVAC contract i 21 'Refund of Rolling Springs bottle VALUE AT DATE OF DEATH 195.25 63.60 151.83 160.20 1.07 Page 2 of Schedule E SCHEDULE G ~+ COMMONWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS & INHERITANCE TAX RETURN RESIDENT DECEDENT MISC. NON-PROBATE PROPERTY __ __ __ - ------ FILE NUMBER ESTATE OF Picklesimer, Edsel j 21 - 08 - 0250 This schedule must be completed and filed if the answer to any of questicins 1 through 4 on page 2 is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF ~ InGude the name of the transferee, their relationship to decedent DECD'S ~ excl_usloN TAXABLE VALUE NUMBER ~ VALUE OF ASSET ; (IF APPLICABLE) end the date of transfer. Attach a copy of the deed for real estate ~ INTEREST '' - _ ._--- .- ... ---- ----- -__----- -----_-.__--T-_..._--- 1 ~ Wachovia IRA # 257410099497455, Beneficiary is 7,061.45.. 100% ~ 7,061.45 daughter, Denice Lynn Huggins ', I 2 ~ Wachovia IRA # 257410099811214, Beneficiary is 5,348.26, 100% 5,348.26 'daughter, Denice Lynn Huggins 3 ;Wachovia IRA # 257410060498597, Beneficiary is daughter, Denice Lynn Huggins 4 Wachovia IRA # 257410900669461, Beneficiaries are ', Denice Huggins, David Blair and Danny Blair 602.7G'', 100% 74,592.161 100% 602.76 74, 592.16 TOTAL (Also enter on li a 7, Recapitulation) I 87,604.63 CFEDIa.E H FUNERAL E~JVSES ~ COMMONWEALTH OF PENNSYLVANIA ( w^~_.~~w~ INHERITANCE TAX RETURN /'V./1rw~7 1 f V1 RESIDENT DECEDENT '~,. ESTATE OF Picklesimer, Edsel FILE NUMBER 21 - 08 - 0250 __ Debts of decedent must be reported on Schedule I. __ ITEM DESCRIPTION AMOUNT NUMBER FUNERAL EXPENSES: ~ A. 1 ~~ Flowers ' -_ - 2 I Funeral luncheon B. !ADMINISTRATIVE COSTS: 1. '; Personal Representative's Commissions n..,,l ~ n:,.l.l,.,.:..,.,.~ ', Social Security Number(s) / EIN Number of Personal Representative(s): 212-20-6599 street Address 6334 Pemwoods city San Antonio state TX zip 78240 Year(s) Commission paid 2008 2. ' Attorney's Fees Ahrens Law Firm, PC 3, i Family Exemption: (If decedent's address is not the same as claimant's, attach explandtion) ' Claimant Street Address ', City State Zip ', Relationship of Claimant to Decedent a. ', Probate Fees Register of Wills 5. ' Accountant's Fees 6. ! Tax Return Preparer's Fees 2007 Federal & State 7, I Other Administrative Costs 1 ~ Estate notices ' Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Reca 159.00 86.21 30,000.00 33,000.00 710.00 200.00 217.66 4,291.56 ~n) 68,664.43 Sdiedule H COMMONWEALTH OF PENNSYLVANIA w,,~~.~~~.~^~ ~ , ' INHERITANCE TAX RETURN !, /"IL^'n•~w'.7YQYVGl~A4l RESIDENT DECEDENT ; ---...--- - - -. __._- ------ -_-- II---- ~ ----- ESTATE OF Picklesimer, Edsel ;FILE NUMBER ', 21 -08-0250 _ _ -- --- 2 !, Wachovia fee for DOD values 3 ', Inheritance tax filing fee 4 Death certificates ', '~ I 5 Postage & long distance phone calls ', 6 j Executor travel expenses from Texas - 2 trips -first for funeral in PA jand Kentucky, ', 'i second for house prep for selling - Edsel buried in Kentucky I ! 7 ' A & D Reisman Lawn Service 8 ', ADT Security Services 9 ' Estimated 2008 PA income tax due 10 Replacement water heater (old sprung a leak and flooded the basement) 11 ' PPL Electric 50.00 15.00 120.00 75.00 2,725.02 539.85 108.96 200.00 316.94 140.79 Page 2 of Schedule H COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTG~d1GE LIABILITIES, & LIENS ESTATE OF Picklesimer, Edsel Include unreimbursed medical expenses. ~~ FILE NUMBER 21 - 08 - 0250 - -__ ITEM NUMBER _ __ __ _ - _ _ __ __ DESCRIPTION -- _- - --- AMOUNT ---- 1 United States Treasury - 2007 Income tax due I, 3,114.00 2 PA Department of Revenue - 2007 Income tax due ~I I 268.00 3 AT & T iI 58.88 4 Verizon 127.74 5 ADT Security Services 108.96 6 Comcast cable 178.68 7 PPL Electric I 196.82 8 Fairview Township -Trash service I'! 56.10 9 Lifeline service 35.62 10 Rebecca Davis -Personal services while Edsel hospitalized 100.00 11 Elite Staffing Services 11,078.00 - _ - TOTAL (Also enter on Li a 10, Recapitulation) 15,322.80 T SCHEDULE) COMMNHERTANCETAXRETURNANIA '~, BENEFICIARIES ~' RESIDENT DECEDENT ---- ;' - -- --- ESTATE OF picklesimer, Edsel FILE NUMBER _ _ _ 21 - 08 - 0250 TIONSHIP TO AMOUNT OR SHARE NUMBER ': NAME AND ADDRESS OF-PERSON(S) RECEIVING PROPERTY I R~Do i ECEDENT OF ESTATE --- ~ _.... _ _ t Llst Trustee(s) I~ ~ TAXABLE DISTRIBUTIONS (include outright spousal distributions) ~' i 1 ~ Denice L. Huggins paughter 26 S. Front Street, New Freedom, PA 17349 2 ', David Blair (':Natural son 15914 44th Avenue West, Apt G304, Linwood, WA 3 Danny A. Blair (Natural son 654 Gwynne Street, Urbana, OH 43078 857, 793.20 24, 864.05 24,864.05 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropria~~, on Rev 1500 cover sheet III NON-TAXABLE DISTRIBUTIONS:' A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TCD TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF EV-1500 COVER SHEET Sor;aror r <00 ~~ ~' ynwg atny.7la.n mW Se!:a _ rn <00 ~N r~, ~`~. yl!wgasny~lain loW '` Sena f ~~ h Ywg asny~laan o~y ''" L. ~_ .• l I.^_' T t i_J _... ~ H +~ -- ~ ~~... ~ ~ ~" W Q .~ ~'~ ~~,~ '~ I'1 C j i .; u J ~~.,~J ~. l...t _-. EG _... ~, ..1 v_r.::~ ~ z L.._ ~- C~ ~ ~ -~ ~ U ~, >• a~ ti 0 .~ U~ ~ ~ ~0" c'n ~ ""' ~ ~ ~ ~`.~ y ~ U o 0 ~~~a a `' o ai ~ .~ U v ~ ~ ~ ~ W~UOU