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Home My WebLink About06-27-08 (2)J 15056051047 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 5 0 0 5 2 Po Box 2aosol RESIDENT DECEDENT Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 1 8 1 3 8 7 9 4 1 0 7 1 4 2 0 0 7 0 5 2 4 1 9 5 3 Decedent's Last Name Suffix Decedent's First Name MI F R E E T ~ B E N J A M I N a (If Applicable) Enter Spouse's Information Below Spouses Last Name Suff~ Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE W{TH THE REGISTER OF WILLS FILL INAPPROPRIATE OVALS BELOW ® 1. Original Return ~ 2. Supplemental Return ~--_~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~'-~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) 6. Decedent Died Testate ~"_~ 7. Decedent Maintained a Living Trust 0 8. Total Number of SDB's (Attach Copy of Will) (Attach a Copy of Trust) 9. Litigation Proceeds Received n 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 SHALL BE DIRECTED TO: Name Daytime Telephone Number P A N D R E W S E S O 7 1 7 2 4 3 0 1 2 3 T A Y L O R Firm Name First line of address line of ~rlrlroce .[". tL> , Correspondent's a-mail address: t a n d r a W S a n e t n er pena les o penury, ec are a ave examine is re um, Inc u ing accompanying sc e u es an s a emen s, an o e es o my naw a ge an a ie , I is rue, torte and complete. Declaration of preparer other than the personal representative is based on all the information of which the preparer has any knowledge. SIGNATURE OF PE ON RESPONSIBLE FO FILING,R~~N DATE SIGNATURE H THA R TATIVE ~ D'~ ~~ RESS Pomfret S`6.~Carlisle, PA 17013 I~_ 15056051047 Side 1 ~ ~ r., -. -t ~ - --~ i-- .:~_ .-, rr= ~ ;.? ' -_ ~,, - P7 ~, -T1Ti~rE FILED "' :. 15056051047 REV-1500 EX Decedent's Name: RECAPITULATION 1. Real estate (Schedule A) 2. Stocks and Bonds (Schedule B) 15056052048 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) Q Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Q Separate Billing Requested 12 minus Line 1 8. Total Gross Assets (total Lines 1-7) 8. $2,552.45 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 810) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax TAX COMPUTATION -SEE II 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x .0 16. Amount of Line 14 taxable at lineal rate x .0 17. Amount of Line 14 taxable at sibling rate x .12 18. Amount of Line 14 taxable at collateral rate x .15 19. TAX DUE Decedent's Social Security Number 1. $0.00 2. $0.00 3. 4. $0.00 5. ~ $2,552.45 l 6. $0.00 7. $0.00 9. $10,057.00 10. $0.00 11. ~ $10,057.00 12. ($7,504.55) 13. $0.00 00 $0.00 20 FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 19 $0.00 Side 2 15056052048 15056052048 REV-1500 EX Page 3 File Number Decedent's Complete Address: Decedent's Name BENJAMIN L. FREET STREET ADDRESS 514 SCHOOL AVE CITY STATE ZIP CARLISLE PA 17013 Tax Payments and Credits: 1. Tax Due (1) $U.00 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discounts Total Credits (A+B+C) (2) $0•~0 3. InteresUPenalty if applicable D. Interest E. Penalty Total InteresUPentalty (D+E) (3) $0.00 4• If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Fill in oval on Page 2, Line 20 to request a refund 5• If Line 7 + 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. (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: O b. retain the right to designate who shall use the property transerred or its income: c. retain a reversionary interest: or d. retain the promise for 1'rfe of either payments or care? O 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death o sideration? t i d i h ng a equa e c n out rece v wit 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 Acwunt, annuity, or other non-probate property which di i i ? on s gnat contains a beneficiary 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 3 % (72P.S. Sec. 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 0 % [ 72 P.S. Sec. 9116(a)(1.1)(ii)J. The statute does 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 deseased chiid twentyone 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. Sec. 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 4.5°h, except as noted in 72 P.S. Sec. 9116(1.2) [72 P.S. Sec.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. Sec.9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who hies at least one parent in common with the decedent, whether by blood or adoption, SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANIOUS PERSONAL PROPERTY ESTATE OF FILE NUMBER Benjamin L. Freet 21-OS-0052 Include the proceeds of litigation and the date the proceeds were received by the estate TOTAL (also on line 5, Recapitulation) $2,552.45 LINDEN HALL ANTIQUES 211 OLD STONE HOUSE ROAD CARLISLE, PA 17015 717-249-1978 To: Taylor P. Andrews, Attorney Andrews 8~ Johnson Law Office 78 West Pomfret Street Carlisle, PA 17013 From: William G. Rowe, Appraiser 211 Old Stone House Rd. Carlisle, PA 17015 Re: Estate of Benjamin L. Freet Date: September 1, 2007 LIVING ROOM /KITCHEN Collection of older electronics /tubes $65.00 Reference books -electronics $25.00 Knick knacks $15.00 Books -antiques & collectibles $20.00 Steam gauge $20.00 E?esk $10.00 Sofa /recliner - no value $0.00 Shelf /file cabinet $5.00 Coffee table /stand $5.00 Office chair - no value $0.00 Hanging corner cupboard $95.00 Table $5.00 Telegram /telegraph collectibles $50.00 Foot stool $10.00 Arrowhead collection $65.00 Match Box ~ miniature collector cars $15.00 Telescope -antique $30.00 Airplane models $30.00 Microwave - no value $0.00 Miscellaneous household $10.00 Shelves (2) $5•~ Train collectibles $20.00 Refrigerator $20.00 BEDROOM Dresser $100.00 Stands $5.00 Bookshelf $5.00 Model planes $25.00 Bed headboard $5.00 Box spring /mattress - no value $0.00 MUSIC ROOM lrudwig drum set t accessories $850.00 Windsor chair $15.00 Microphones $25.00 Latin percussion drums $150.00 Freet Appraisal 1 09101/2007 Recording / turntable !speakers $25.00 WORK ROOM Band saw $45.00 Miscellaneous electronics /hardware /wires, etc. $110.00 Testers $40.00 Reference books $25.00 TOTAL $1,945.00 ~ ~ -_. ,,~ William G. Rowe Freet Appraisal 2 09/01/2007 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF FILE NUMBER Benjamin L. Freet 21-OS-0052 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. Funeral Expenses: I Hoffman-Roth Funeral Home $9,500.00 2 B. Administrative Costs: 1 Personal Representive Commissions Name of Personal Representative(s) Social Security Number of Personal Representative: Street Address: City: State: Zip: Year(s) commissions paid: 2 Attorney fees to Andrews & Johnson $500.00 3 Family Exemption Claimant Street: City: State & Zip Relationship of Claimant to Decedent: 4 Probate Fees to Register of Wills $57.00 5 Accountant Fees 6 Tax Return Preparer's Fees 7 8 9 10 11 12 13 14 15 16 17 18 19 TOTAL (also online 9, Recapitulation) $10,057.00